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aquariusfung

aquariusfung

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2022-05-05

👍

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2022-04-20

[Grin]

Got $5,000? Buy and Hold These 3 Value Stocks for Years

2022-04-14

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Sorry, the original content has been removed

2022-03-14

[Surprised] [Surprised] [Surprised] //@斗战胜佛巴菲特: OK

@中国基金报:“股神”巴菲特出手！又買了100個億

2022-02-08

😲

Bank of America's "astonishing" forecast: The Federal Reserve will rate hike seven times this year.

2022-01-11

Wow

[Unusual Movement] Q2 revenue increased by approximately 20% year-on-year, with Tilray rising by over 18%.

2022-01-11

Good

rate hike expects to impact tech stocks; will he switch to value stocks in 2022? What does Wall Street think?

2022-01-06

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2022-01-06

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Sorry, the original content has been removed

2021-06-14

?

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Go to Tiger App to see more news

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23:02","market":"us","language":"en","title":"Got $5,000? 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Buy and Hold These 3 Value Stocks for Years</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\">\nGot $5,000? Buy and Hold These 3 Value Stocks for Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 23:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/19/got-5000-buy-and-hold-these-3-value-stocks-for-yea/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While I don't consider myself a true value investor, the market's rough start to 2022 has brought forward many cheap-looking valuations that have caught my attention.Of course, cheap valuations alone ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/19/got-5000-buy-and-hold-these-3-value-stocks-for-yea/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","ROIC":"Retail Opportunity Investments C","NVR":"NVR Inc","CROX":"卡骆驰","FDX":"联邦快递"},"source_url":"https://www.fool.com/investing/2022/04/19/got-5000-buy-and-hold-these-3-value-stocks-for-yea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228599280","content_text":"While I don't consider myself a true value investor, the market's rough start to 2022 has brought forward many cheap-looking valuations that have caught my attention.Of course, cheap valuations alone mean nothing unless the underlying operations are sound.Today, let's look at three companies that seem to unite these two worlds, offering forward price-to-earnings ratios below 10 with businesses that look poised to only grow stronger over time.FedExMuch like Pepsi has thrived for years in Coca-Cola's shadow, FedEx has quietly continued growing alongside United Parcel Service in the U.S. ground shipping industry. Since 1998, FedEx has grown from less than a 10% market share to over 30% as of 2021, trailing only UPS in revenue generated from ground shipping.What makes the relationship between FedEx and UPS even more interesting is that despite similar sales over the last year of $92 billion and $97 billion, respectively, FedEx's market capitalization is only one-third as big as its primary peer. Market caps act as a price tag for stocks and, in this case, help highlight a pretty significant discrepancy between two similarly sized operations.So, what causes this large of a difference?Free cash flow margins.FDX Free Cash Flow data by YChartsDespite having similar revenue totals, UPS generated three times as much free cash flow as FedEx, thanks to its more efficient capital spending.I'm focusing on FedEx instead of UPS because FedEx's focus on small and medium-sized e-commerce businesses makes it uniquely positioned to benefit from an increasingly entrepreneurial global economy. While UPS shares this focus, FedEx has truly doubled down on its e-commerce capacity over the last few years, trading off short term profitability in favor of long-term cash flows -- across both its ground and freight segments.With U.S. e-commerce expected to grow by 50% over the next four years, according to Statista, FedEx should see solid top-line growth and improving margins from this portion of its business as it matures.Second, FedEx plans to finally integrate its acquisition of Europe-based TNT fully by the end of April, streamlining operations among the combined companies' flight routes and airports. While this acquisition has dragged on for years, the synergies from this purchase may finally take hold, making it pivotal for investors to watch in the upcoming quarters.Having restarted its dividend growth early in 2021, FedEx now yields 1.5% while maintaining a tiny payout ratio of 16% -- leaving ample room for increases in the future.Thanks to this dividend growth potential, the prospect of improving margins over the coming years, and its forward price-to-earnings ratio of only 9.9, FedEx makes for an excellent value stock to consider for the long term.CrocsHaving dropped over 50% from its 52-week highs, beloved foam shoe creator Crocs has seen its price-to-earnings ratio drop to a rarely seen 6.4.Perhaps due to concerns around its $2.5 billion acquisition of fellow plastic shoe company Hey Dude, Crocs shares have been roughed up despite posting 65% and 150% sales and earnings growth, respectively, in 2021.However, Hey Dude projects to be immediately accretive to both the top line and earnings, making the market's sentiment toward the stock confounding. Furthermore, Hey Dude's line of shoes created from recycled plastic pairs nicely with the clog maker's plan of reaching a net-zero carbon impact by 2030.Adding even more validation to bullish Crocs investors, the company's growing return on invested capital (ROIC) over the last five years has been simply phenomenal.CROX Return on Invested Capital data by YChartsROIC essentially measures a company's profitability compared to the capital circulating in the business.Historically, higher ROICs offer stronger outperformance potential, making Crocs' mark of 98% incredibly promising. Furthermore, stocks with consistently increasing ROICs tend to outperform the broader stock market -- making me wonder if Crocs' brightest days may still be ahead.As long as Crocs has a single-digit price-to-earnings ratio, its growth potential and this operational efficiency make it far too tempting for value investors not to consider buying.NVRUsing its unique, asset-light operating model (as far as home builders go), NVR offers investors an additional layer of security in an otherwise secular housing industry.By not participating in land development activities and avoiding direct land ownership, NVR removes many risks that other home-building stocks face. Instead, it signs lot purchase agreements that generally require the company to deposit up to 10% of the total lot price -- freeing up massive amounts of capital to be used elsewhere.Due to this differentiation from its peers, NVR holds a best-in-class ROIC among its largest peers in the residential construction sector.NVR Return on Invested Capital (5y Median) data by YChartsThe most important thing to note from the chart above is NVR's performance after the housing bubble and financial crisis from 2008 to 2010. While its ROIC faced unavoidable pressure, it still managed a 10% mark as its S&P 500 peers plummeted into negative territory.Sporting metrics this strong over its history, it may not surprise you to find out that NVR has smashed the broader market during its publicly traded history -- rising nearly 500% in just the last decade alone.On top of all this, NVR is a share-repurchasing wizard.NVR Shares Outstanding data by YChartsHighlighting the power of these buybacks, NVR grew net income by 10% in 2021 but saw earnings per share rise by 16% due to a lower share count.Thanks to this outstanding ROIC, share buyback history, and forward price-to-earnings ratio of only nine, dollar-cost averaging into a position with NVR seems like a sound idea.","news_type":1,"symbols_score_info":{"NVR":0.9,"ROIC":1,"CROX":0.9,"FDX":0.9}},"isVote":1,"tweetType":1,"viewCount":4973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080263095,"gmtCreate":1649893618427,"gmtModify":1676534599247,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734335259975","idStr":"3581734335259975"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080263095","repostId":"2227126296","repostType":4,"isVote":1,"tweetType":1,"viewCount":4319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032908068,"gmtCreate":1647252027489,"gmtModify":1676534207898,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734335259975","idStr":"3581734335259975"},"themes":[],"title":"","htmlText":"[Surprised]&nbsp;[Surprised]&nbsp;[Surprised]&nbsp;//<a href=\"https://ttm.financial/U/3432276741707889\">@斗战胜佛巴菲特</a>: OK","listText":"[Surprised]&nbsp;[Surprised]&nbsp;[Surprised]&nbsp;//<a href=\"https://ttm.financial/U/3432276741707889\">@斗战胜佛巴菲特</a>: OK","text":"[Surprised] [Surprised] [Surprised] //@斗战胜佛巴菲特: OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032908068","repostId":"635554509","repostType":1,"repost":{"id":635554509,"gmtCreate":1647135600000,"gmtModify":1676532834655,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107925732032840","idStr":"4107925732032840"},"themes":[],"title":"“股神”巴菲特出手！又買了100個億","htmlText":"中國基金報記者&nbsp;格林 繼3月2日、3月3日、3月4日連續加倉西方石油公司之後，股神“巴菲特”又出手了！3月9日、3月10日、3月11日再出手加倉西方石油公司，斥資約15.34億美元（近100億人民幣）。 資料顯示，西方石油公司於1920年建立，總部位於美國加利福尼亞州洛杉磯，主要開採石油和天然氣。西方石油公司的業務範圍包括美國、中東、北非和南美，是美國第四大石油和天然氣公司。 3月2日至3月4日的交易，股神“巴菲特”斥資31.22億美元加倉西方石油公司。3月2日至3月11日，股神巴菲特已經合計斥資46.56億美元加倉西方石油公司，摺合人民幣295.18億元。 此外，股神巴菲特截至目前還通過權證持有8386萬股，西方石油公司股票，行權價格在59.624美元每股。若西方石油公司股價繼續上漲，股神巴菲特對這家的公司的持股數量有可能還會繼續上漲。 西方石油公司最新股價57.95美元，年初以來股價已經上漲86.57%。 根據2月14日巴菲特旗下伯克希爾哈撒韋向美國證交會提交的信息披露報告，截至2021年底，巴菲特持倉中含兩家能源公司，西方石油公司之外，還有另一家雪佛龍。對於後一家公司，巴菲特在2021年4季度已經對它進行了加倉。考慮到，巴菲特賬上坐擁鉅額現金，巴菲特也有足夠的實力來進一步增持他看好的公司。 不過，“股神”能源投資也並非回回成功。 事實上，就是西方石油公司本身股神也有看走眼的時候。2020年5月3日，在一年一度的股東大會上，巴菲特被問到對西方石油的投資是回答道：“如果你是西方石油股東或任何一家石油生產公司的股東，在油價走向方面你和我都犯了一個錯誤。” 巴菲特解釋道“在當時的油價上(這項投資)具有吸引力，但顯然在每桶20美元時不是，在每桶負37美元時更加不是。” 數據顯示，2020年2季度巴菲特清空了持倉中的西方石油公司股票。 這次股神巴菲特是把西方石油撈回來。","listText":"中國基金報記者&nbsp;格林 繼3月2日、3月3日、3月4日連續加倉西方石油公司之後，股神“巴菲特”又出手了！3月9日、3月10日、3月11日再出手加倉西方石油公司，斥資約15.34億美元（近100億人民幣）。 資料顯示，西方石油公司於1920年建立，總部位於美國加利福尼亞州洛杉磯，主要開採石油和天然氣。西方石油公司的業務範圍包括美國、中東、北非和南美，是美國第四大石油和天然氣公司。 3月2日至3月4日的交易，股神“巴菲特”斥資31.22億美元加倉西方石油公司。3月2日至3月11日，股神巴菲特已經合計斥資46.56億美元加倉西方石油公司，摺合人民幣295.18億元。 此外，股神巴菲特截至目前還通過權證持有8386萬股，西方石油公司股票，行權價格在59.624美元每股。若西方石油公司股價繼續上漲，股神巴菲特對這家的公司的持股數量有可能還會繼續上漲。 西方石油公司最新股價57.95美元，年初以來股價已經上漲86.57%。 根據2月14日巴菲特旗下伯克希爾哈撒韋向美國證交會提交的信息披露報告，截至2021年底，巴菲特持倉中含兩家能源公司，西方石油公司之外，還有另一家雪佛龍。對於後一家公司，巴菲特在2021年4季度已經對它進行了加倉。考慮到，巴菲特賬上坐擁鉅額現金，巴菲特也有足夠的實力來進一步增持他看好的公司。 不過，“股神”能源投資也並非回回成功。 事實上，就是西方石油公司本身股神也有看走眼的時候。2020年5月3日，在一年一度的股東大會上，巴菲特被問到對西方石油的投資是回答道：“如果你是西方石油股東或任何一家石油生產公司的股東，在油價走向方面你和我都犯了一個錯誤。” 巴菲特解釋道“在當時的油價上(這項投資)具有吸引力，但顯然在每桶20美元時不是，在每桶負37美元時更加不是。” 數據顯示，2020年2季度巴菲特清空了持倉中的西方石油公司股票。 這次股神巴菲特是把西方石油撈回來。","text":"中國基金報記者 格林 繼3月2日、3月3日、3月4日連續加倉西方石油公司之後，股神“巴菲特”又出手了！3月9日、3月10日、3月11日再出手加倉西方石油公司，斥資約15.34億美元（近100億人民幣）。 資料顯示，西方石油公司於1920年建立，總部位於美國加利福尼亞州洛杉磯，主要開採石油和天然氣。西方石油公司的業務範圍包括美國、中東、北非和南美，是美國第四大石油和天然氣公司。 3月2日至3月4日的交易，股神“巴菲特”斥資31.22億美元加倉西方石油公司。3月2日至3月11日，股神巴菲特已經合計斥資46.56億美元加倉西方石油公司，摺合人民幣295.18億元。 此外，股神巴菲特截至目前還通過權證持有8386萬股，西方石油公司股票，行權價格在59.624美元每股。若西方石油公司股價繼續上漲，股神巴菲特對這家的公司的持股數量有可能還會繼續上漲。 西方石油公司最新股價57.95美元，年初以來股價已經上漲86.57%。 根據2月14日巴菲特旗下伯克希爾哈撒韋向美國證交會提交的信息披露報告，截至2021年底，巴菲特持倉中含兩家能源公司，西方石油公司之外，還有另一家雪佛龍。對於後一家公司，巴菲特在2021年4季度已經對它進行了加倉。考慮到，巴菲特賬上坐擁鉅額現金，巴菲特也有足夠的實力來進一步增持他看好的公司。 不過，“股神”能源投資也並非回回成功。 事實上，就是西方石油公司本身股神也有看走眼的時候。2020年5月3日，在一年一度的股東大會上，巴菲特被問到對西方石油的投資是回答道：“如果你是西方石油股東或任何一家石油生產公司的股東，在油價走向方面你和我都犯了一個錯誤。” 巴菲特解釋道“在當時的油價上(這項投資)具有吸引力，但顯然在每桶20美元時不是，在每桶負37美元時更加不是。” 數據顯示，2020年2季度巴菲特清空了持倉中的西方石油公司股票。 這次股神巴菲特是把西方石油撈回來。","images":[{"img":"https://static.tigerbbs.com/9da4aa2b59ed40ef8f584f8c1e247079","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/2925e7ef6a0645baadc946f4432f99b2","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/13d73f4e5f854e49b3381e196ca8519c","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/635554509","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096349838,"gmtCreate":1644315897926,"gmtModify":1676533911550,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734335259975","idStr":"3581734335259975"},"themes":[],"title":"","htmlText":"😲","listText":"😲","text":"😲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096349838","repostId":"2209451307","repostType":4,"repost":{"id":"2209451307","kind":"highlight","pubTimestamp":1644311979,"share":"https://ttm.financial/m/news/2209451307?lang=en_US&edition=fundamental","pubTime":"2022-02-08 17:19","market":"us","language":"zh","title":"Bank of America's \"astonishing\" forecast: The Federal Reserve will rate hike seven times this year.","url":"https://stock-news.laohu8.com/highlight/detail?id=2209451307","media":"华尔街见闻","summary":"薪资上涨对工人来说是个好消息，但于美联储而言却是坏消息。如果工资增长过快，预计将推动美联储以更快的速度加息。上周五，美国劳工部公布的数据显示，1月份平均时薪环比增长0.7%，过去12个月的增幅为5.7","content":"<p><html><head></head><body>Rising wages are good news for workers, but bad news for the Federal Reserve. If wages rise too quickly, it is expected to push the Federal Reserve to rate hike at a faster pace.</p><p>Last Friday, data released by the U.S. Department of Labor showed that average hourly wages rose 0.7% month-over-month in January.<b>The growth rate over the past 12 months was 5.7%, the fastest since March 2007.</b>(Except for the first two months of the pandemic).</p><p>It is increasingly believed that the Federal Reserve is lagging behind inflation in terms of policy, and that the U.S. inflation rate is currently growing at its fastest pace in nearly 40 years.</p><p>Monday,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Ethan Harris, head of global economic research, said in a conference call with CNBC:</p><p>If I were the chairman of the Federal Reserve, I would be more concerned that the factors driving wage increases are not just the exception, and that interest rates will be raised early in the fall.<b>When widespread price increases begin to affect wages, the risk of an inflationary spiral increases, and policy measures lag behind the inflation curve, the Federal Reserve needs to take action.</b>Harris issued his most aggressive appeal to the Federal Reserve this year, according to a recent Bank of America report.<b>There will be seven rate hike in 2022, each with a rate hike of 25 basis points, and four more rate hike next year.</b></p><p><img src=\"https://static.tigerbbs.com/4d71f78fb385b6a8eb76748da269eed9\" tg-width=\"784\" tg-height=\"179\" referrerpolicy=\"no-referrer\"/></p><p>In response, Harris pointed out that although the current market view is that the probability of this scenario is only 18%, he still supports this view.<b>The main reasons are:</b>the U.S. economic recovery has not only met the Federal Reserve's targets, but has even exceeded the stop signs.</p><p>Wages are soaring in almost all income groups.</p><p>During the conference call, Harris mentioned the new approach to monetary policy approved by the Federal Reserve in September 2020. The Federal Reserve stated that, under a flexible average inflation target, an inflation rate above the 2% target is allowed in order to achieve full employment.</p><p>However, with inflation rising to around 7% and the labor market becoming increasingly tight, the Federal Reserve is now accelerating its efforts to \"catch up\" and change monetary policy to address the severe inflation situation.</p><p><b>Harris points out that wages are soaring across almost all income brackets.</b></p><p><img src=\"https://static.tigerbbs.com/22b81b83224ba1b963bcd13331680628\" tg-width=\"594\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p><b>The leisure and hotel industry, which was most severely affected by the pandemic, saw the largest wage increases.</b>It has increased by 13% in the past year. Wages in the financial sector rose 4.8%, while wages in the retail sector increased by 7.1%.</p><p>As previously mentioned in an article, wage increases are \"flourishing across the board.\" In addition to raising wages for lower- and middle-class workers, Wall Street financial institutions are also racing to increase employee salaries. Last month, Biden also issued an executive order to raise the minimum wage for federal employees to $15.</p><p>Soaring wages are part of a \"big wave of resignations\"</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The trend of soaring wages can be seen as part of the \"Great Resignation Wave,\" which refers to the sharp increase in the number of people leaving their jobs in the United States since 2021, with the turnover rate reaching its highest level in nearly 20 years. According to data from the U.S. Department of Labor, 47.4 million people changed or left their jobs in the U.S. workforce in 2021.</p><p><img src=\"https://static.tigerbbs.com/5f2ef87143df605f0b95c38ef19600a0\" tg-width=\"387\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>In a report, Goldman Sachs economists Joseph Briggs and David Mericle pointed out that the \"wave of resignations\" includes two distinct but interrelated trends:<b>Millions of workers left the workforce, and millions more resigned for better, higher-paying jobs. These trends have pushed wage increases to an increasingly worrying level: a spiral of wage inflation.</b></p><p>Goldman Sachs data shows that U.S. wage growth will slow this year, but only slightly, and is expected to reach around 5% this year.<b>It is worth mentioning that Goldman Sachs predicts that there will be four rate hike in 2022.</b></p><p>Goldman Sachs economists point out that labor costs are rising faster than the 2% inflation target, which could keep inflation rising, and the Federal Reserve will take more aggressive measures.</p><p>rate hike 50 basis points \"reasonable\" but inconsistent with Powell's \"humble\" attitude</p><p>The market has been slowly increasing its investment in Federal Reserve rate hike, with five rate hike expected this year, but more rate hike are still possible, and at a faster pace. Although traders generally expect the Federal Reserve to rate hike by 25 basis points in March, the possibility cannot be ruled out that the Fed will opt for a one-time significant rate hike of 50 basis points in March.<b>The probability of rate hike reaching 50 basis points has now risen to nearly 30%.</b></p><p><b>Harris said:</b></p><p>rate hike’s 50 basis points would be “a reasonable thing,” but this is inconsistent with the “humble” attitude supported by Federal Reserve Chairman Powell at the press conference following the January FOMC meeting. Allianz Group's chief economic advisor, Mohamed El-Erian, said on CNBC's Squawk Box program on Monday that the Federal Reserve's policies are outdated and he hopes they can revive their inflation rhetoric and control wage growth. Previously, El-Erian warned in a column that the longer the delay, the greater the risk of policy tightening. Far from ensuring a soft landing for the economy, the Federal Reserve and the European Central Bank may be forced to adopt excessive \"catch-up\" tightening policies.</p><p>In addition, Harris pointed out,<b>In fact, he does not believe that rate hike will damage the economy, as long as the Federal Reserve sends an accurate message that rate hike aims to control inflation, not curb economic growth.</b></p><p>Harris added that this rate hike cycle may be similar to the Federal Reserve's actions in mid-2005, when the Fed conducted 17 consecutive rate hike in an attempt to cool the out-of-control housing market. When discussing the expected 11 rate hike by 2023, Harris stated:</p><p>This is not a radical prediction; for a central bank starting from scratch, it is simply a path of less resistance.</body></html></p>","source":"wallstreetcn_api","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>Bank of America's \"astonishing\" forecast: The Federal Reserve will rate hike seven times this year.</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\">\nBank of America's \"astonishing\" forecast: The Federal Reserve will rate hike seven times this year.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-02-08 17:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Rising wages are good news for workers, but bad news for the Federal Reserve. If wages rise too quickly, it is expected to push the Federal Reserve to rate hike at a faster pace.</p><p>Last Friday, data released by the U.S. Department of Labor showed that average hourly wages rose 0.7% month-over-month in January.<b>The growth rate over the past 12 months was 5.7%, the fastest since March 2007.</b>(Except for the first two months of the pandemic).</p><p>It is increasingly believed that the Federal Reserve is lagging behind inflation in terms of policy, and that the U.S. inflation rate is currently growing at its fastest pace in nearly 40 years.</p><p>Monday,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Ethan Harris, head of global economic research, said in a conference call with CNBC:</p><p>If I were the chairman of the Federal Reserve, I would be more concerned that the factors driving wage increases are not just the exception, and that interest rates will be raised early in the fall.<b>When widespread price increases begin to affect wages, the risk of an inflationary spiral increases, and policy measures lag behind the inflation curve, the Federal Reserve needs to take action.</b>Harris issued his most aggressive appeal to the Federal Reserve this year, according to a recent Bank of America report.<b>There will be seven rate hike in 2022, each with a rate hike of 25 basis points, and four more rate hike next year.</b></p><p><img src=\"https://static.tigerbbs.com/4d71f78fb385b6a8eb76748da269eed9\" tg-width=\"784\" tg-height=\"179\" referrerpolicy=\"no-referrer\"/></p><p>In response, Harris pointed out that although the current market view is that the probability of this scenario is only 18%, he still supports this view.<b>The main reasons are:</b>the U.S. economic recovery has not only met the Federal Reserve's targets, but has even exceeded the stop signs.</p><p>Wages are soaring in almost all income groups.</p><p>During the conference call, Harris mentioned the new approach to monetary policy approved by the Federal Reserve in September 2020. The Federal Reserve stated that, under a flexible average inflation target, an inflation rate above the 2% target is allowed in order to achieve full employment.</p><p>However, with inflation rising to around 7% and the labor market becoming increasingly tight, the Federal Reserve is now accelerating its efforts to \"catch up\" and change monetary policy to address the severe inflation situation.</p><p><b>Harris points out that wages are soaring across almost all income brackets.</b></p><p><img src=\"https://static.tigerbbs.com/22b81b83224ba1b963bcd13331680628\" tg-width=\"594\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p><b>The leisure and hotel industry, which was most severely affected by the pandemic, saw the largest wage increases.</b>It has increased by 13% in the past year. Wages in the financial sector rose 4.8%, while wages in the retail sector increased by 7.1%.</p><p>As previously mentioned in an article, wage increases are \"flourishing across the board.\" In addition to raising wages for lower- and middle-class workers, Wall Street financial institutions are also racing to increase employee salaries. Last month, Biden also issued an executive order to raise the minimum wage for federal employees to $15.</p><p>Soaring wages are part of a \"big wave of resignations\"</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The trend of soaring wages can be seen as part of the \"Great Resignation Wave,\" which refers to the sharp increase in the number of people leaving their jobs in the United States since 2021, with the turnover rate reaching its highest level in nearly 20 years. According to data from the U.S. Department of Labor, 47.4 million people changed or left their jobs in the U.S. workforce in 2021.</p><p><img src=\"https://static.tigerbbs.com/5f2ef87143df605f0b95c38ef19600a0\" tg-width=\"387\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>In a report, Goldman Sachs economists Joseph Briggs and David Mericle pointed out that the \"wave of resignations\" includes two distinct but interrelated trends:<b>Millions of workers left the workforce, and millions more resigned for better, higher-paying jobs. These trends have pushed wage increases to an increasingly worrying level: a spiral of wage inflation.</b></p><p>Goldman Sachs data shows that U.S. wage growth will slow this year, but only slightly, and is expected to reach around 5% this year.<b>It is worth mentioning that Goldman Sachs predicts that there will be four rate hike in 2022.</b></p><p>Goldman Sachs economists point out that labor costs are rising faster than the 2% inflation target, which could keep inflation rising, and the Federal Reserve will take more aggressive measures.</p><p>rate hike 50 basis points \"reasonable\" but inconsistent with Powell's \"humble\" attitude</p><p>The market has been slowly increasing its investment in Federal Reserve rate hike, with five rate hike expected this year, but more rate hike are still possible, and at a faster pace. Although traders generally expect the Federal Reserve to rate hike by 25 basis points in March, the possibility cannot be ruled out that the Fed will opt for a one-time significant rate hike of 50 basis points in March.<b>The probability of rate hike reaching 50 basis points has now risen to nearly 30%.</b></p><p><b>Harris said:</b></p><p>rate hike’s 50 basis points would be “a reasonable thing,” but this is inconsistent with the “humble” attitude supported by Federal Reserve Chairman Powell at the press conference following the January FOMC meeting. Allianz Group's chief economic advisor, Mohamed El-Erian, said on CNBC's Squawk Box program on Monday that the Federal Reserve's policies are outdated and he hopes they can revive their inflation rhetoric and control wage growth. Previously, El-Erian warned in a column that the longer the delay, the greater the risk of policy tightening. Far from ensuring a soft landing for the economy, the Federal Reserve and the European Central Bank may be forced to adopt excessive \"catch-up\" tightening policies.</p><p>In addition, Harris pointed out,<b>In fact, he does not believe that rate hike will damage the economy, as long as the Federal Reserve sends an accurate message that rate hike aims to control inflation, not curb economic growth.</b></p><p>Harris added that this rate hike cycle may be similar to the Federal Reserve's actions in mid-2005, when the Fed conducted 17 consecutive rate hike in an attempt to cool the out-of-control housing market. When discussing the expected 11 rate hike by 2023, Harris stated:</p><p>This is not a radical prediction; for a central bank starting from scratch, it is simply a path of less resistance.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3651382\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70","relate_stocks":{"BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓","SPY":"标普500ETF","BK4559":"巴菲特持仓",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3651382","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209451307","content_text":"薪资上涨对工人来说是个好消息，但于美联储而言却是坏消息。如果工资增长过快，预计将推动美联储以更快的速度加息。上周五，美国劳工部公布的数据显示，1月份平均时薪环比增长0.7%，过去12个月的增幅为5.7%，这是自2007年3月以来增速最快的一次（疫情初期的两个月除外）。人们越来越多地认为，美联储在政策方面落后于通胀增速，目前美国通胀率正以近40年来最快的速度增长。周一，美国银行全球经济研究部主管Ethan Harris在与CNBC的电话会议中表示：如果我是美联储主席，我会更加担心推动工资上涨的因素不仅仅是例外情况，并在秋天早些时候提高利率。当存在广泛的物价上涨，并开始影响到工资，通胀螺旋风险加大，政策措施就落后于通胀曲线，美联储需要开始行动。Harris对美联储发出了今年以来最激进的呼吁，美银最新报告指出，2022年将有七次加息，每次加息25个基点，明年还会有四次加息。对此，Harris指出，尽管目前市场观点认为这种情况的可能性只有18%，但他依然支持这个观点，主要原因在于：美国经济复苏不仅达到了美联储的目标，甚至还超过了停止线(the stop signs)。几乎所有收入阶层的工资都在飙升Harris在电话会议中提及美联储2020年9月批准的货币政策新方法。美联储表示，在灵活的平均通胀目标下，为了实现充分就业，允许通胀率高于2%的目标。但随着通胀率增长到7%左右，劳动力市场越来越紧张，美联储现在加速“追赶”，改变货币政策进而应对严峻的通胀形势。Harris指出，几乎所有收入阶层的工资都在飙升。受疫情影响最严重的休闲和酒店行业工资增幅最大，在过去一年的上涨了13%。金融行业的工资上涨了4.8%，而零售行业的工资更是上涨了7.1%。此前见闻文章提及，加薪“全面开花”，除了中低阶层工人提高了工资，华尔街金融机构也“你追我赶”地增加员工薪资，拜登上个月还发布了上调联邦雇员的最低工资至15美元的行政命令。工资飙升是“大辞职潮”的一部分高盛将工资飙升这一趋势视为“大辞职潮”的一部分，“大辞职潮”是指2021年以来，美国离职人数陡增，离职率处于近20年来最高水平。根据美国劳工部数据，2021年全年美国劳动力更换或离职次数为4740万人次。高盛经济学家Joseph Briggs和David Mericle在一份报告中指出，“大辞职潮”包括两个截然不同但相互关联的趋势：数百万工人离开了劳动力大军，还有数百万人为了更好、更高收入的就业机会而辞职。这些趋势已将工资涨幅推至一个越来越令人担忧的水平，即工资通胀螺旋上升。高盛数据显示，今年美国工资增长将会放缓，但只是小幅放缓，到今年预计会达到5%左右。值得一提的是，高盛预计，2022年将有四次加息。高盛经济学家指出，劳动力成本的增长速度快于2%的通胀目标，这可能会使通胀继续走高，美联储将采取更激进的应对措施。加息50个基点“合理”，但与鲍威尔“谦逊”态度不一致市场一直在缓慢地加码美联储加息，预计今年将有五次加息，但仍有可能加息更多次，而且速度更快。尽管交易员普遍预计美联储将在3月份加息25个基点，但也不排除美联储3月选择一次性大幅加息50个基点，目前加息50个基点的可能性已升至近30%。Harris表示：加息50个基点将是\"一件合理的事情\"，但这与美联储主席鲍威尔在1月FOMC会议后的新闻发布会上所支持的\"谦逊\"（humble）态度不一致。安联集团首席经济顾问Mohamed El-Erian周一在CNBC的Squawk Box节目中表示，美联储政策已经落后，希望他们能重拾通胀论调，控制工资增长。此前，El-Erian在专栏文章中发出警告，越拖延，政策收紧的风险就越大。美联储和欧央行非但不能确保经济软着陆，反而可能被迫采取过度的“追赶性”紧缩政策。此外，Harris指出，实际上，他不认为加息会破坏经济，只要美联储传达出准确的信息，即加息旨在控制通胀，而不是遏制经济增长。Harris补充称，本轮加息周期可能类似于美联储在2005年中期的举措，当时美联储连续17次加息，目的是为失控的房地产市场降温。谈到预计到2023年将加息11次时，Harris表示：这并不是一个激进的预测，对于一个从零开始的央行来说，这只是一条阻力较小的道路。","news_type":1,"symbols_score_info":{".IXIC":1,".DJI":1,"SPY":1}},"isVote":1,"tweetType":1,"viewCount":4551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006724450,"gmtCreate":1641856314479,"gmtModify":1676533654041,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734335259975","idStr":"3581734335259975"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006724450","repostId":"1137410887","repostType":4,"repost":{"id":"1137410887","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641825936,"share":"https://ttm.financial/m/news/1137410887?lang=en_US&edition=fundamental","pubTime":"2022-01-10 22:45","market":"other","language":"zh","title":"[Unusual Movement] Q2 revenue increased by approximately 20% year-on-year, with Tilray rising by over 18%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1137410887","media":"老虎资讯综合","summary":"1月10日，Tilray盘初涨幅扩大至18%。公司Q2营收1.55亿美元，同比增长约20%。数据显示：公司Q2净营收1.55亿美元，比上年同期增长约20%；Q2调整后的EBITDA利润为1380万美元","content":"<p><html><head></head><body>On January 10, Tilray's early trading gains extended to 18%. The company's Q2 revenue was $155 million, a year-over-year increase of approximately 20%. Data shows that the company's net revenue in Q2 was $155 million, an increase of approximately 20% compared to the same period last year; Adjusted EBITDA profit in Q2 was $13.8 million, marking the 11th consecutive quarter of positive adjusted EBITDA. The company reported a net loss of $201,000 in Q2, compared to an expected net loss of $36.16 million.</p><p><img src=\"https://static.tigerbbs.com/2fbc364897237dd5bc2d18eab4e59114\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></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>[Unusual Movement] Q2 revenue increased by approximately 20% year-on-year, with Tilray rising by over 18%.</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\">\n[Unusual Movement] Q2 revenue increased by approximately 20% year-on-year, with Tilray rising by over 18%.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-01-10 22:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On January 10, Tilray's early trading gains extended to 18%. The company's Q2 revenue was $155 million, a year-over-year increase of approximately 20%. Data shows that the company's net revenue in Q2 was $155 million, an increase of approximately 20% compared to the same period last year; Adjusted EBITDA profit in Q2 was $13.8 million, marking the 11th consecutive quarter of positive adjusted EBITDA. The company reported a net loss of $201,000 in Q2, compared to an expected net loss of $36.16 million.</p><p><img src=\"https://static.tigerbbs.com/2fbc364897237dd5bc2d18eab4e59114\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd3ac286c2233d10a592ba6c388667fb","relate_stocks":{"TLRY":"Tilray Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137410887","content_text":"1月10日，Tilray盘初涨幅扩大至18%。公司Q2营收1.55亿美元，同比增长约20%。数据显示：公司Q2净营收1.55亿美元，比上年同期增长约20%；Q2调整后的EBITDA利润为1380万美元，连续11个季度实现调整后的EBITDA为正数；Q2净亏损20.1万美元，预期净亏损3616万美元。","news_type":1,"symbols_score_info":{"TLRY":0.9}},"isVote":1,"tweetType":1,"viewCount":5247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006722206,"gmtCreate":1641856153566,"gmtModify":1676533653951,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734335259975","idStr":"3581734335259975"},"themes":[],"title":"","htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006722206","repostId":"1138761582","repostType":2,"repost":{"id":"1138761582","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1641823989,"share":"https://ttm.financial/m/news/1138761582?lang=en_US&edition=fundamental","pubTime":"2022-01-10 22:13","market":"us","language":"zh","title":"rate hike expects to impact tech stocks; will he switch to value stocks in 2022? What does Wall Street think?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138761582","media":"Wind万得","summary":"美联储越发鹰派的立场促使投资者抛弃快速成长的科技公司的股票，转而投向银行股、能源股等对经济敏感的股票。一些华尔街顶级公司认为，价值型股票有望在2022年继续大放异彩，不过，近来表现逊色的成长股并没有被","content":"<p><html><head></head><body>The Federal Reserve's increasingly hawkish stance has prompted investors to abandon stocks of fast-growing technology companies and instead invest in economically sensitive stocks such as bank and energy stocks. Some top Wall Street firms believe that value stocks are expected to continue to shine in 2022; however, growth stocks, which have underperformed recently, have not been completely dismissed.</p><p>Faced with rising inflation, the Federal Reserve has accelerated its pace of tapering its asset purchases and signaled that it may precede rate hike or even shrinking balance sheet. According to CME's FedWatch tool, traders currently have a nearly 70% chance of betting on the Fed's March rate hike. If the US CPI inflation data released this week rises again, rate hike expectations may rise further. It is foreseeable that highly speculative technology stocks will be the first to be affected. The high stock prices of rapidly growing and loss-making technology companies are based on their potential for substantial future earnings and are considered highly vulnerable to rising interest rates, thereby weakening potential future earnings.</p><p>As Hani Redha, portfolio manager at PineBridge Investments, said, “Speculative tech stocks are being destroyed,” and the tech-heavy Nasdaq Composite Index fell 4.5% in the first week of 2022, its worst start to the year in six years. Goldman Sachs' index shows that the share prices of loss-making technology companies have fallen by about 10% this year. The bank estimates that companies that can generate strong growth regardless of the ups and downs of the U.S. economy have fallen by more than 8%.</p><p>Amid the sharp decline in technology stocks, U.S. Treasury Bond yields saw their biggest increase in 28 months, with the benchmark 10-year U.S. Treasury yield jumping from 1.5% at the end of 2021 to 1.8%, hitting a near two-year high.</p><p><img src=\"https://static.tigerbbs.com/810b0a3facde719110044db960d567df\" tg-width=\"687\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p>Jurrien Timmer, global head of macro strategy at Fidelity Investments, said: \"(Speculative tech stocks previously) went to the moon, and now the tide of liquidity is turning.\"</p><p>As yields rise, the fortunes of previously unfavorable value stocks are also being rewritten, with banks, oil giants, large industrial groups, and especially those closely linked to the reopening of the U.S. economy all seeing their share prices rise.</p><p>Looking at the performance of various sectors in the S&P 500 Index throughout 2021, three of the four sectors that outperformed the market (energy, real estate, and finance) were value sectors, indicating that these stocks were quite popular among investors.</p><p><img src=\"https://static.tigerbbs.com/1e02eb5ca007e065bcbac5c4cab84d32\" tg-width=\"796\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/></p><p>In the first week of 2022, while the S&P 500 fell 1.87%, value stocks successfully rose. The Russell 1000 Value Index rose 0.75% that week, outperforming the Russell 1000 Growth Index by more than 5 percentage points and reaching its highest level for a comparable period since records began in 1991, reflecting a shift in the market.</p><p><img src=\"https://static.tigerbbs.com/e2aa2ceb3e48d4c914b239ec09831a79\" tg-width=\"686\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/></p><p><b>Solita Marcelli, Investment Director and Head of Investment for the Americas at UBS Wealth Management, said she insists on cyclical betting.</b>She wrote: \"Growth companies have consistently been the primary beneficiaries of ultra-low real and nominal interest rates. It stands to reason that these stocks will face the strongest resistance as the Federal Reserve begins to normalize its policy.\"<b>In the U.S. stock market, we still favor value stocks over growth stocks.</b>。”</p><p><b>UBS predicts that value stocks are likely to outperform growth stocks in the early first quarter of 2022, but this momentum will not last.</b>The bank stated that strong inflation and the labor market should keep break-even inflation high (helping value stocks more than growth stocks) and real interest rates rising (hurting growth stocks more than value stocks), but the reason for continuing to shift to value stocks is driven more by exiting growth stocks than by a strong shift to value stocks. UBS believes that growth stocks will overtake the market by the second quarter of 2022.</p><p>Given the leverage in rising interest rates and inflation,<b>Morgan Stanley also slightly favors value stocks in the short term.</b>Rather than growth stocks. The bank also noted, \"We believe that as special risks become key, the fascination with value and growth stocks will begin to fade.\" Morgan Stanley believes that, overall, 2022 will be more about individual stocks than industries or styles.</p><p><b>Bank of America and JPMorgan Chase are also bullish on value stocks.</b>Bank of America gave five reasons for this: 1) Valuation dispersion is still close to historical highs, and high dispersion in history indicates periods when value stocks perform well; 2) If the pandemic is contained, value stocks may outperform growth stocks; 3) Most indicators show that value stocks are not expensive; 4) From a factor and sector perspective, investors are still overweight in growth stocks and underweight in value stocks; 5) The Federal Reserve's rate hike cycle is beneficial to value stocks.</p><p>JPMorgan Chase stated that cyclical assets and value stocks will outperform, riskier and more volatile assets will rebound, while defensive bond alternatives and market segments that have benefited from the pandemic will encounter headwinds. The bank favors sectors sensitive to reflation—energy and finance, consumer services, healthcare, and small-cap stocks.</p><p><b>BlackRock tends to allocate a portfolio of cyclical value stocks (such as energy and financial stocks) with long-term structural growth stocks (such as technology and healthcare stocks), as it did last year.</b>。 The company stated that in the absence of a driver to drive the average movement of key markets forward in 2021, it will be important to focus on fundamental research to distinguish potential winners and losers.</p><p><b>Goldman Sachs' view is to buy cyclical stocks that are sensitive to the pandemic and inflation, as well as high-growth, high-profit stocks, while avoiding companies with high labor costs and high-growth, unprofitable companies.</b>。 Goldman Sachs argues that in the short term, strong economic growth and peaking inflation should support cyclical stocks to outperform. Fast-growing companies that rely entirely on long-term growth expectations are more susceptible to the risk of rising interest rates or disappointing revenue.</p><p><b>Wells Fargo Investment Institute favors growth and cyclical stocks over defensive sectors.</b>。 The agency stated, \"Look for assets that perform well when inflation is above average. Be cautious about yield-sensitive assets.\"</p><p></body></html></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>rate hike expects to impact tech stocks; will he switch to value stocks in 2022? What does Wall Street think?</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\">\nrate hike expects to impact tech stocks; will he switch to value stocks in 2022? What does Wall Street think?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2022-01-10 22:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The Federal Reserve's increasingly hawkish stance has prompted investors to abandon stocks of fast-growing technology companies and instead invest in economically sensitive stocks such as bank and energy stocks. Some top Wall Street firms believe that value stocks are expected to continue to shine in 2022; however, growth stocks, which have underperformed recently, have not been completely dismissed.</p><p>Faced with rising inflation, the Federal Reserve has accelerated its pace of tapering its asset purchases and signaled that it may precede rate hike or even shrinking balance sheet. According to CME's FedWatch tool, traders currently have a nearly 70% chance of betting on the Fed's March rate hike. If the US CPI inflation data released this week rises again, rate hike expectations may rise further. It is foreseeable that highly speculative technology stocks will be the first to be affected. The high stock prices of rapidly growing and loss-making technology companies are based on their potential for substantial future earnings and are considered highly vulnerable to rising interest rates, thereby weakening potential future earnings.</p><p>As Hani Redha, portfolio manager at PineBridge Investments, said, “Speculative tech stocks are being destroyed,” and the tech-heavy Nasdaq Composite Index fell 4.5% in the first week of 2022, its worst start to the year in six years. Goldman Sachs' index shows that the share prices of loss-making technology companies have fallen by about 10% this year. The bank estimates that companies that can generate strong growth regardless of the ups and downs of the U.S. economy have fallen by more than 8%.</p><p>Amid the sharp decline in technology stocks, U.S. Treasury Bond yields saw their biggest increase in 28 months, with the benchmark 10-year U.S. Treasury yield jumping from 1.5% at the end of 2021 to 1.8%, hitting a near two-year high.</p><p><img src=\"https://static.tigerbbs.com/810b0a3facde719110044db960d567df\" tg-width=\"687\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p>Jurrien Timmer, global head of macro strategy at Fidelity Investments, said: \"(Speculative tech stocks previously) went to the moon, and now the tide of liquidity is turning.\"</p><p>As yields rise, the fortunes of previously unfavorable value stocks are also being rewritten, with banks, oil giants, large industrial groups, and especially those closely linked to the reopening of the U.S. economy all seeing their share prices rise.</p><p>Looking at the performance of various sectors in the S&P 500 Index throughout 2021, three of the four sectors that outperformed the market (energy, real estate, and finance) were value sectors, indicating that these stocks were quite popular among investors.</p><p><img src=\"https://static.tigerbbs.com/1e02eb5ca007e065bcbac5c4cab84d32\" tg-width=\"796\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/></p><p>In the first week of 2022, while the S&P 500 fell 1.87%, value stocks successfully rose. The Russell 1000 Value Index rose 0.75% that week, outperforming the Russell 1000 Growth Index by more than 5 percentage points and reaching its highest level for a comparable period since records began in 1991, reflecting a shift in the market.</p><p><img src=\"https://static.tigerbbs.com/e2aa2ceb3e48d4c914b239ec09831a79\" tg-width=\"686\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/></p><p><b>Solita Marcelli, Investment Director and Head of Investment for the Americas at UBS Wealth Management, said she insists on cyclical betting.</b>She wrote: \"Growth companies have consistently been the primary beneficiaries of ultra-low real and nominal interest rates. It stands to reason that these stocks will face the strongest resistance as the Federal Reserve begins to normalize its policy.\"<b>In the U.S. stock market, we still favor value stocks over growth stocks.</b>。”</p><p><b>UBS predicts that value stocks are likely to outperform growth stocks in the early first quarter of 2022, but this momentum will not last.</b>The bank stated that strong inflation and the labor market should keep break-even inflation high (helping value stocks more than growth stocks) and real interest rates rising (hurting growth stocks more than value stocks), but the reason for continuing to shift to value stocks is driven more by exiting growth stocks than by a strong shift to value stocks. UBS believes that growth stocks will overtake the market by the second quarter of 2022.</p><p>Given the leverage in rising interest rates and inflation,<b>Morgan Stanley also slightly favors value stocks in the short term.</b>Rather than growth stocks. The bank also noted, \"We believe that as special risks become key, the fascination with value and growth stocks will begin to fade.\" Morgan Stanley believes that, overall, 2022 will be more about individual stocks than industries or styles.</p><p><b>Bank of America and JPMorgan Chase are also bullish on value stocks.</b>Bank of America gave five reasons for this: 1) Valuation dispersion is still close to historical highs, and high dispersion in history indicates periods when value stocks perform well; 2) If the pandemic is contained, value stocks may outperform growth stocks; 3) Most indicators show that value stocks are not expensive; 4) From a factor and sector perspective, investors are still overweight in growth stocks and underweight in value stocks; 5) The Federal Reserve's rate hike cycle is beneficial to value stocks.</p><p>JPMorgan Chase stated that cyclical assets and value stocks will outperform, riskier and more volatile assets will rebound, while defensive bond alternatives and market segments that have benefited from the pandemic will encounter headwinds. The bank favors sectors sensitive to reflation—energy and finance, consumer services, healthcare, and small-cap stocks.</p><p><b>BlackRock tends to allocate a portfolio of cyclical value stocks (such as energy and financial stocks) with long-term structural growth stocks (such as technology and healthcare stocks), as it did last year.</b>。 The company stated that in the absence of a driver to drive the average movement of key markets forward in 2021, it will be important to focus on fundamental research to distinguish potential winners and losers.</p><p><b>Goldman Sachs' view is to buy cyclical stocks that are sensitive to the pandemic and inflation, as well as high-growth, high-profit stocks, while avoiding companies with high labor costs and high-growth, unprofitable companies.</b>。 Goldman Sachs argues that in the short term, strong economic growth and peaking inflation should support cyclical stocks to outperform. Fast-growing companies that rely entirely on long-term growth expectations are more susceptible to the risk of rising interest rates or disappointing revenue.</p><p><b>Wells Fargo Investment Institute favors growth and cyclical stocks over defensive sectors.</b>。 The agency stated, \"Look for assets that perform well when inflation is above average. Be cautious about yield-sensitive assets.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/50f0a252f951b7accc03d40bda92a3b2","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138761582","content_text":"美联储越发鹰派的立场促使投资者抛弃快速成长的科技公司的股票，转而投向银行股、能源股等对经济敏感的股票。一些华尔街顶级公司认为，价值型股票有望在2022年继续大放异彩，不过，近来表现逊色的成长股并没有被全盘否定。面对不断攀升的通胀，美联储已加快缩减资产购买规模的步伐，并释放可能提前加息、甚至缩表的信号。根据CME的FedWatch工具，目前交易员押注美联储3月加息的可能性接近70%。若本周公布的美国CPI通胀率数据再度升高，加息预期或将进一步升温。可以预见的是，具有高度投机性的科技股将首当其冲。那些成长迅速和亏损的科技公司的高股价是基于其未来可能获得丰厚收益，被认为极易受到利率上升的影响，从而削弱潜在的未来收益。正如PineBridge Investments投资组合经理Hani Redha所说，“投机性科技股正在被摧毁”，以科技股为主的美股纳斯达克综合指数在2022年首周下跌4.5%，为六年来最差开年表现。高盛的指数显示，亏损科技公司的股价今年以来已下跌约10%。该行估计，那些无论美国经济如何起伏都能产生强劲增长的公司已下跌逾8%。科技股大跌之际，美国国债收益率创下28个月来最大涨幅，基准10年期美债收益率从2021年底的1.5%跃升至1.8%，触及近两年高位。Fidelity Investments全球宏观策略主管Jurrien Timmer称：“（投机性科技股之前）升上了月球，现在流动性大潮正在逆转。”随着收益率走高，此前不被看好的价值型股票的命运也在改写，银行、石油巨头、大型工业集团，尤其是那些与美国经济重新开放息息相关的公司股价均出现上扬。从标普500指数各板块2021全年的表现来看，在跑赢大盘的四个板块中，有三个（能源、房地产、金融）属于价值型板块，说明这类股票在投资者中颇具人气。2022年第一周，标普500指数下跌1.87%的同时，价值股成功实现上涨。当周罗素1000价值指数上涨0.75%，表现优于罗素1000成长指数5个百分点以上，为1991年有记录以来可比时期的最高水平，反映出市场的转变。瑞银财富管理投资总监美洲区投资主管Solita Marcelli表示，坚持周期性押注。她写道：“成长型公司一直是超低实际利率和名义利率的主要受益者。随着美联储开始政策正常化，这些股票将面临最强大的阻力，这点合乎逻辑。在美国股市中，我们依然青睐价值股而非成长股。”瑞银预计，2022年第一季度初价值股很有可能跑赢成长股，但这一势头不会持久。该行表示，强劲的通胀和劳动力市场应该会使盈亏平衡通胀率保持在高位（对价值股的帮助大于成长股）和实际利率上升（对成长股的伤害大于价值股） ，但持续转向价值股的理由更多是由撤离成长股所驱动，而不是由强势转向价值股所驱动。瑞银认为，到2022年第二季度成长股将实现反超。鉴于在利率和通胀上升方面的杠杆作用，摩根士丹利短期内也略微偏向价值股，而非成长股。该行同时指出：“我们认为，随着特殊风险成为关键，对价值股与成长股的迷恋将开始消退。”在大摩看来，总体而言，2022年更多的是关于个股，而不是行业或风格。看好价值股的还有美国银行和摩根大通。美银就此给出五点理由：1）估值离散度仍接近历史高位，历史上高离散度预示价值股表现出色的时期；2）若疫情得到遏制，价值股可能跑赢成长股；3）大多数指标显示价值股估值不贵；4）从因子和板块层面来看，投资者仍超配成长股、低配价值股；5）美联储加息周期有利于价值股。摩根大通称，周期性资产和价值股将会跑赢，风险更高、波动更大的资产将反弹，而防御性债券替代股和在疫情中受惠的市场细分领域将遭遇逆风。该行偏好对再通胀敏感的板块——能源和金融、消费服务、医疗保健以及小盘股。贝莱德倾向于像去年那样配置周期性价值股（如能源股和金融股）与长期结构性成长股（如科技股和医疗保健股）的组合。该公司表示，若缺少推动2021年关键市场平均向前发展的推进剂的话，专注于基本面研究以区分潜在的赢家和输家将会很重要。高盛的观点是，买入对疫情和通胀敏感的周期性股票，以及高成长、高利润的股票，同时，规避高劳动力成本的公司以及高成长、不赚钱的公司。高盛的理由是，短期内，强劲的经济增长和通胀率触顶应该会支持周期性股票跑赢；而完全依赖长期增长预期的快速成长的公司更易受到利率上升或营收令人失望的风险的影响。富国银行投资研究所对成长型股票和周期性股票的青睐胜过防御性板块。该机构称：“寻找在通胀高于平均水平时表现良好的资产。谨慎看待对收益率敏感的资产。”","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008273548,"gmtCreate":1641474231501,"gmtModify":1676533618673,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734335259975","idStr":"3581734335259975"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008273548","repostId":"1194920276","repostType":4,"isVote":1,"tweetType":1,"viewCount":4952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008279757,"gmtCreate":1641474032587,"gmtModify":1676533618673,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734335259975","idStr":"3581734335259975"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008279757","repostId":"1118721713","repostType":4,"isVote":1,"tweetType":1,"viewCount":4873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185859706,"gmtCreate":1623642613405,"gmtModify":1704207650162,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734335259975","idStr":"3581734335259975"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185859706","repostId":"2142250206","repostType":4,"isVote":1,"tweetType":1,"viewCount":4683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9008273548,"gmtCreate":1641474231501,"gmtModify":1676533618673,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008273548","repostId":"1194920276","repostType":4,"isVote":1,"tweetType":1,"viewCount":4952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086046257,"gmtCreate":1650408425067,"gmtModify":1676534714267,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"title":"","htmlText":"[Grin]&nbsp;","listText":"[Grin]&nbsp;","text":"[Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086046257","repostId":"2228599280","repostType":4,"repost":{"id":"2228599280","kind":"highlight","pubTimestamp":1650380537,"share":"https://ttm.financial/m/news/2228599280?lang=en_US&edition=fundamental","pubTime":"2022-04-19 23:02","market":"us","language":"en","title":"Got $5,000? Buy and Hold These 3 Value Stocks for Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2228599280","media":"Motley Fool","summary":"All down 20% or more year to date, these value stocks may be great long-term buys.","content":"<div>\n<p>While I don't consider myself a true value investor, the market's rough start to 2022 has brought forward many cheap-looking valuations that have caught my attention.Of course, cheap valuations alone ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/19/got-5000-buy-and-hold-these-3-value-stocks-for-yea/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $5,000? Buy and Hold These 3 Value Stocks for Years</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\">\nGot $5,000? Buy and Hold These 3 Value Stocks for Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 23:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/19/got-5000-buy-and-hold-these-3-value-stocks-for-yea/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While I don't consider myself a true value investor, the market's rough start to 2022 has brought forward many cheap-looking valuations that have caught my attention.Of course, cheap valuations alone ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/19/got-5000-buy-and-hold-these-3-value-stocks-for-yea/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","ROIC":"Retail Opportunity Investments C","NVR":"NVR Inc","CROX":"卡骆驰","FDX":"联邦快递"},"source_url":"https://www.fool.com/investing/2022/04/19/got-5000-buy-and-hold-these-3-value-stocks-for-yea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228599280","content_text":"While I don't consider myself a true value investor, the market's rough start to 2022 has brought forward many cheap-looking valuations that have caught my attention.Of course, cheap valuations alone mean nothing unless the underlying operations are sound.Today, let's look at three companies that seem to unite these two worlds, offering forward price-to-earnings ratios below 10 with businesses that look poised to only grow stronger over time.FedExMuch like Pepsi has thrived for years in Coca-Cola's shadow, FedEx has quietly continued growing alongside United Parcel Service in the U.S. ground shipping industry. Since 1998, FedEx has grown from less than a 10% market share to over 30% as of 2021, trailing only UPS in revenue generated from ground shipping.What makes the relationship between FedEx and UPS even more interesting is that despite similar sales over the last year of $92 billion and $97 billion, respectively, FedEx's market capitalization is only one-third as big as its primary peer. Market caps act as a price tag for stocks and, in this case, help highlight a pretty significant discrepancy between two similarly sized operations.So, what causes this large of a difference?Free cash flow margins.FDX Free Cash Flow data by YChartsDespite having similar revenue totals, UPS generated three times as much free cash flow as FedEx, thanks to its more efficient capital spending.I'm focusing on FedEx instead of UPS because FedEx's focus on small and medium-sized e-commerce businesses makes it uniquely positioned to benefit from an increasingly entrepreneurial global economy. While UPS shares this focus, FedEx has truly doubled down on its e-commerce capacity over the last few years, trading off short term profitability in favor of long-term cash flows -- across both its ground and freight segments.With U.S. e-commerce expected to grow by 50% over the next four years, according to Statista, FedEx should see solid top-line growth and improving margins from this portion of its business as it matures.Second, FedEx plans to finally integrate its acquisition of Europe-based TNT fully by the end of April, streamlining operations among the combined companies' flight routes and airports. While this acquisition has dragged on for years, the synergies from this purchase may finally take hold, making it pivotal for investors to watch in the upcoming quarters.Having restarted its dividend growth early in 2021, FedEx now yields 1.5% while maintaining a tiny payout ratio of 16% -- leaving ample room for increases in the future.Thanks to this dividend growth potential, the prospect of improving margins over the coming years, and its forward price-to-earnings ratio of only 9.9, FedEx makes for an excellent value stock to consider for the long term.CrocsHaving dropped over 50% from its 52-week highs, beloved foam shoe creator Crocs has seen its price-to-earnings ratio drop to a rarely seen 6.4.Perhaps due to concerns around its $2.5 billion acquisition of fellow plastic shoe company Hey Dude, Crocs shares have been roughed up despite posting 65% and 150% sales and earnings growth, respectively, in 2021.However, Hey Dude projects to be immediately accretive to both the top line and earnings, making the market's sentiment toward the stock confounding. Furthermore, Hey Dude's line of shoes created from recycled plastic pairs nicely with the clog maker's plan of reaching a net-zero carbon impact by 2030.Adding even more validation to bullish Crocs investors, the company's growing return on invested capital (ROIC) over the last five years has been simply phenomenal.CROX Return on Invested Capital data by YChartsROIC essentially measures a company's profitability compared to the capital circulating in the business.Historically, higher ROICs offer stronger outperformance potential, making Crocs' mark of 98% incredibly promising. Furthermore, stocks with consistently increasing ROICs tend to outperform the broader stock market -- making me wonder if Crocs' brightest days may still be ahead.As long as Crocs has a single-digit price-to-earnings ratio, its growth potential and this operational efficiency make it far too tempting for value investors not to consider buying.NVRUsing its unique, asset-light operating model (as far as home builders go), NVR offers investors an additional layer of security in an otherwise secular housing industry.By not participating in land development activities and avoiding direct land ownership, NVR removes many risks that other home-building stocks face. Instead, it signs lot purchase agreements that generally require the company to deposit up to 10% of the total lot price -- freeing up massive amounts of capital to be used elsewhere.Due to this differentiation from its peers, NVR holds a best-in-class ROIC among its largest peers in the residential construction sector.NVR Return on Invested Capital (5y Median) data by YChartsThe most important thing to note from the chart above is NVR's performance after the housing bubble and financial crisis from 2008 to 2010. While its ROIC faced unavoidable pressure, it still managed a 10% mark as its S&P 500 peers plummeted into negative territory.Sporting metrics this strong over its history, it may not surprise you to find out that NVR has smashed the broader market during its publicly traded history -- rising nearly 500% in just the last decade alone.On top of all this, NVR is a share-repurchasing wizard.NVR Shares Outstanding data by YChartsHighlighting the power of these buybacks, NVR grew net income by 10% in 2021 but saw earnings per share rise by 16% due to a lower share count.Thanks to this outstanding ROIC, share buyback history, and forward price-to-earnings ratio of only nine, dollar-cost averaging into a position with NVR seems like a sound idea.","news_type":1,"symbols_score_info":{"NVR":0.9,"ROIC":1,"CROX":0.9,"FDX":0.9}},"isVote":1,"tweetType":1,"viewCount":4973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032908068,"gmtCreate":1647252027489,"gmtModify":1676534207898,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"title":"","htmlText":"[Surprised]&nbsp;[Surprised]&nbsp;[Surprised]&nbsp;//<a href=\"https://ttm.financial/U/3432276741707889\">@斗战胜佛巴菲特</a>: OK","listText":"[Surprised]&nbsp;[Surprised]&nbsp;[Surprised]&nbsp;//<a href=\"https://ttm.financial/U/3432276741707889\">@斗战胜佛巴菲特</a>: OK","text":"[Surprised] [Surprised] [Surprised] //@斗战胜佛巴菲特: OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032908068","repostId":"635554509","repostType":1,"repost":{"id":635554509,"gmtCreate":1647135600000,"gmtModify":1676532834655,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107925732032840","authorIdStr":"4107925732032840"},"themes":[],"title":"“股神”巴菲特出手！又買了100個億","htmlText":"中國基金報記者&nbsp;格林 繼3月2日、3月3日、3月4日連續加倉西方石油公司之後，股神“巴菲特”又出手了！3月9日、3月10日、3月11日再出手加倉西方石油公司，斥資約15.34億美元（近100億人民幣）。 資料顯示，西方石油公司於1920年建立，總部位於美國加利福尼亞州洛杉磯，主要開採石油和天然氣。西方石油公司的業務範圍包括美國、中東、北非和南美，是美國第四大石油和天然氣公司。 3月2日至3月4日的交易，股神“巴菲特”斥資31.22億美元加倉西方石油公司。3月2日至3月11日，股神巴菲特已經合計斥資46.56億美元加倉西方石油公司，摺合人民幣295.18億元。 此外，股神巴菲特截至目前還通過權證持有8386萬股，西方石油公司股票，行權價格在59.624美元每股。若西方石油公司股價繼續上漲，股神巴菲特對這家的公司的持股數量有可能還會繼續上漲。 西方石油公司最新股價57.95美元，年初以來股價已經上漲86.57%。 根據2月14日巴菲特旗下伯克希爾哈撒韋向美國證交會提交的信息披露報告，截至2021年底，巴菲特持倉中含兩家能源公司，西方石油公司之外，還有另一家雪佛龍。對於後一家公司，巴菲特在2021年4季度已經對它進行了加倉。考慮到，巴菲特賬上坐擁鉅額現金，巴菲特也有足夠的實力來進一步增持他看好的公司。 不過，“股神”能源投資也並非回回成功。 事實上，就是西方石油公司本身股神也有看走眼的時候。2020年5月3日，在一年一度的股東大會上，巴菲特被問到對西方石油的投資是回答道：“如果你是西方石油股東或任何一家石油生產公司的股東，在油價走向方面你和我都犯了一個錯誤。” 巴菲特解釋道“在當時的油價上(這項投資)具有吸引力，但顯然在每桶20美元時不是，在每桶負37美元時更加不是。” 數據顯示，2020年2季度巴菲特清空了持倉中的西方石油公司股票。 這次股神巴菲特是把西方石油撈回來。","listText":"中國基金報記者&nbsp;格林 繼3月2日、3月3日、3月4日連續加倉西方石油公司之後，股神“巴菲特”又出手了！3月9日、3月10日、3月11日再出手加倉西方石油公司，斥資約15.34億美元（近100億人民幣）。 資料顯示，西方石油公司於1920年建立，總部位於美國加利福尼亞州洛杉磯，主要開採石油和天然氣。西方石油公司的業務範圍包括美國、中東、北非和南美，是美國第四大石油和天然氣公司。 3月2日至3月4日的交易，股神“巴菲特”斥資31.22億美元加倉西方石油公司。3月2日至3月11日，股神巴菲特已經合計斥資46.56億美元加倉西方石油公司，摺合人民幣295.18億元。 此外，股神巴菲特截至目前還通過權證持有8386萬股，西方石油公司股票，行權價格在59.624美元每股。若西方石油公司股價繼續上漲，股神巴菲特對這家的公司的持股數量有可能還會繼續上漲。 西方石油公司最新股價57.95美元，年初以來股價已經上漲86.57%。 根據2月14日巴菲特旗下伯克希爾哈撒韋向美國證交會提交的信息披露報告，截至2021年底，巴菲特持倉中含兩家能源公司，西方石油公司之外，還有另一家雪佛龍。對於後一家公司，巴菲特在2021年4季度已經對它進行了加倉。考慮到，巴菲特賬上坐擁鉅額現金，巴菲特也有足夠的實力來進一步增持他看好的公司。 不過，“股神”能源投資也並非回回成功。 事實上，就是西方石油公司本身股神也有看走眼的時候。2020年5月3日，在一年一度的股東大會上，巴菲特被問到對西方石油的投資是回答道：“如果你是西方石油股東或任何一家石油生產公司的股東，在油價走向方面你和我都犯了一個錯誤。” 巴菲特解釋道“在當時的油價上(這項投資)具有吸引力，但顯然在每桶20美元時不是，在每桶負37美元時更加不是。” 數據顯示，2020年2季度巴菲特清空了持倉中的西方石油公司股票。 這次股神巴菲特是把西方石油撈回來。","text":"中國基金報記者 格林 繼3月2日、3月3日、3月4日連續加倉西方石油公司之後，股神“巴菲特”又出手了！3月9日、3月10日、3月11日再出手加倉西方石油公司，斥資約15.34億美元（近100億人民幣）。 資料顯示，西方石油公司於1920年建立，總部位於美國加利福尼亞州洛杉磯，主要開採石油和天然氣。西方石油公司的業務範圍包括美國、中東、北非和南美，是美國第四大石油和天然氣公司。 3月2日至3月4日的交易，股神“巴菲特”斥資31.22億美元加倉西方石油公司。3月2日至3月11日，股神巴菲特已經合計斥資46.56億美元加倉西方石油公司，摺合人民幣295.18億元。 此外，股神巴菲特截至目前還通過權證持有8386萬股，西方石油公司股票，行權價格在59.624美元每股。若西方石油公司股價繼續上漲，股神巴菲特對這家的公司的持股數量有可能還會繼續上漲。 西方石油公司最新股價57.95美元，年初以來股價已經上漲86.57%。 根據2月14日巴菲特旗下伯克希爾哈撒韋向美國證交會提交的信息披露報告，截至2021年底，巴菲特持倉中含兩家能源公司，西方石油公司之外，還有另一家雪佛龍。對於後一家公司，巴菲特在2021年4季度已經對它進行了加倉。考慮到，巴菲特賬上坐擁鉅額現金，巴菲特也有足夠的實力來進一步增持他看好的公司。 不過，“股神”能源投資也並非回回成功。 事實上，就是西方石油公司本身股神也有看走眼的時候。2020年5月3日，在一年一度的股東大會上，巴菲特被問到對西方石油的投資是回答道：“如果你是西方石油股東或任何一家石油生產公司的股東，在油價走向方面你和我都犯了一個錯誤。” 巴菲特解釋道“在當時的油價上(這項投資)具有吸引力，但顯然在每桶20美元時不是，在每桶負37美元時更加不是。” 數據顯示，2020年2季度巴菲特清空了持倉中的西方石油公司股票。 這次股神巴菲特是把西方石油撈回來。","images":[{"img":"https://static.tigerbbs.com/9da4aa2b59ed40ef8f584f8c1e247079","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/2925e7ef6a0645baadc946f4432f99b2","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/13d73f4e5f854e49b3381e196ca8519c","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/635554509","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096349838,"gmtCreate":1644315897926,"gmtModify":1676533911550,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"title":"","htmlText":"😲","listText":"😲","text":"😲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096349838","repostId":"2209451307","repostType":4,"repost":{"id":"2209451307","kind":"highlight","pubTimestamp":1644311979,"share":"https://ttm.financial/m/news/2209451307?lang=en_US&edition=fundamental","pubTime":"2022-02-08 17:19","market":"us","language":"zh","title":"Bank of America's \"astonishing\" forecast: The Federal Reserve will rate hike seven times this year.","url":"https://stock-news.laohu8.com/highlight/detail?id=2209451307","media":"华尔街见闻","summary":"薪资上涨对工人来说是个好消息，但于美联储而言却是坏消息。如果工资增长过快，预计将推动美联储以更快的速度加息。上周五，美国劳工部公布的数据显示，1月份平均时薪环比增长0.7%，过去12个月的增幅为5.7","content":"<p><html><head></head><body>Rising wages are good news for workers, but bad news for the Federal Reserve. If wages rise too quickly, it is expected to push the Federal Reserve to rate hike at a faster pace.</p><p>Last Friday, data released by the U.S. Department of Labor showed that average hourly wages rose 0.7% month-over-month in January.<b>The growth rate over the past 12 months was 5.7%, the fastest since March 2007.</b>(Except for the first two months of the pandemic).</p><p>It is increasingly believed that the Federal Reserve is lagging behind inflation in terms of policy, and that the U.S. inflation rate is currently growing at its fastest pace in nearly 40 years.</p><p>Monday,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Ethan Harris, head of global economic research, said in a conference call with CNBC:</p><p>If I were the chairman of the Federal Reserve, I would be more concerned that the factors driving wage increases are not just the exception, and that interest rates will be raised early in the fall.<b>When widespread price increases begin to affect wages, the risk of an inflationary spiral increases, and policy measures lag behind the inflation curve, the Federal Reserve needs to take action.</b>Harris issued his most aggressive appeal to the Federal Reserve this year, according to a recent Bank of America report.<b>There will be seven rate hike in 2022, each with a rate hike of 25 basis points, and four more rate hike next year.</b></p><p><img src=\"https://static.tigerbbs.com/4d71f78fb385b6a8eb76748da269eed9\" tg-width=\"784\" tg-height=\"179\" referrerpolicy=\"no-referrer\"/></p><p>In response, Harris pointed out that although the current market view is that the probability of this scenario is only 18%, he still supports this view.<b>The main reasons are:</b>the U.S. economic recovery has not only met the Federal Reserve's targets, but has even exceeded the stop signs.</p><p>Wages are soaring in almost all income groups.</p><p>During the conference call, Harris mentioned the new approach to monetary policy approved by the Federal Reserve in September 2020. The Federal Reserve stated that, under a flexible average inflation target, an inflation rate above the 2% target is allowed in order to achieve full employment.</p><p>However, with inflation rising to around 7% and the labor market becoming increasingly tight, the Federal Reserve is now accelerating its efforts to \"catch up\" and change monetary policy to address the severe inflation situation.</p><p><b>Harris points out that wages are soaring across almost all income brackets.</b></p><p><img src=\"https://static.tigerbbs.com/22b81b83224ba1b963bcd13331680628\" tg-width=\"594\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p><b>The leisure and hotel industry, which was most severely affected by the pandemic, saw the largest wage increases.</b>It has increased by 13% in the past year. Wages in the financial sector rose 4.8%, while wages in the retail sector increased by 7.1%.</p><p>As previously mentioned in an article, wage increases are \"flourishing across the board.\" In addition to raising wages for lower- and middle-class workers, Wall Street financial institutions are also racing to increase employee salaries. Last month, Biden also issued an executive order to raise the minimum wage for federal employees to $15.</p><p>Soaring wages are part of a \"big wave of resignations\"</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The trend of soaring wages can be seen as part of the \"Great Resignation Wave,\" which refers to the sharp increase in the number of people leaving their jobs in the United States since 2021, with the turnover rate reaching its highest level in nearly 20 years. According to data from the U.S. Department of Labor, 47.4 million people changed or left their jobs in the U.S. workforce in 2021.</p><p><img src=\"https://static.tigerbbs.com/5f2ef87143df605f0b95c38ef19600a0\" tg-width=\"387\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>In a report, Goldman Sachs economists Joseph Briggs and David Mericle pointed out that the \"wave of resignations\" includes two distinct but interrelated trends:<b>Millions of workers left the workforce, and millions more resigned for better, higher-paying jobs. These trends have pushed wage increases to an increasingly worrying level: a spiral of wage inflation.</b></p><p>Goldman Sachs data shows that U.S. wage growth will slow this year, but only slightly, and is expected to reach around 5% this year.<b>It is worth mentioning that Goldman Sachs predicts that there will be four rate hike in 2022.</b></p><p>Goldman Sachs economists point out that labor costs are rising faster than the 2% inflation target, which could keep inflation rising, and the Federal Reserve will take more aggressive measures.</p><p>rate hike 50 basis points \"reasonable\" but inconsistent with Powell's \"humble\" attitude</p><p>The market has been slowly increasing its investment in Federal Reserve rate hike, with five rate hike expected this year, but more rate hike are still possible, and at a faster pace. Although traders generally expect the Federal Reserve to rate hike by 25 basis points in March, the possibility cannot be ruled out that the Fed will opt for a one-time significant rate hike of 50 basis points in March.<b>The probability of rate hike reaching 50 basis points has now risen to nearly 30%.</b></p><p><b>Harris said:</b></p><p>rate hike’s 50 basis points would be “a reasonable thing,” but this is inconsistent with the “humble” attitude supported by Federal Reserve Chairman Powell at the press conference following the January FOMC meeting. Allianz Group's chief economic advisor, Mohamed El-Erian, said on CNBC's Squawk Box program on Monday that the Federal Reserve's policies are outdated and he hopes they can revive their inflation rhetoric and control wage growth. Previously, El-Erian warned in a column that the longer the delay, the greater the risk of policy tightening. Far from ensuring a soft landing for the economy, the Federal Reserve and the European Central Bank may be forced to adopt excessive \"catch-up\" tightening policies.</p><p>In addition, Harris pointed out,<b>In fact, he does not believe that rate hike will damage the economy, as long as the Federal Reserve sends an accurate message that rate hike aims to control inflation, not curb economic growth.</b></p><p>Harris added that this rate hike cycle may be similar to the Federal Reserve's actions in mid-2005, when the Fed conducted 17 consecutive rate hike in an attempt to cool the out-of-control housing market. When discussing the expected 11 rate hike by 2023, Harris stated:</p><p>This is not a radical prediction; for a central bank starting from scratch, it is simply a path of less resistance.</body></html></p>","source":"wallstreetcn_api","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>Bank of America's \"astonishing\" forecast: The Federal Reserve will rate hike seven times this year.</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\">\nBank of America's \"astonishing\" forecast: The Federal Reserve will rate hike seven times this year.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-02-08 17:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Rising wages are good news for workers, but bad news for the Federal Reserve. If wages rise too quickly, it is expected to push the Federal Reserve to rate hike at a faster pace.</p><p>Last Friday, data released by the U.S. Department of Labor showed that average hourly wages rose 0.7% month-over-month in January.<b>The growth rate over the past 12 months was 5.7%, the fastest since March 2007.</b>(Except for the first two months of the pandemic).</p><p>It is increasingly believed that the Federal Reserve is lagging behind inflation in terms of policy, and that the U.S. inflation rate is currently growing at its fastest pace in nearly 40 years.</p><p>Monday,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Ethan Harris, head of global economic research, said in a conference call with CNBC:</p><p>If I were the chairman of the Federal Reserve, I would be more concerned that the factors driving wage increases are not just the exception, and that interest rates will be raised early in the fall.<b>When widespread price increases begin to affect wages, the risk of an inflationary spiral increases, and policy measures lag behind the inflation curve, the Federal Reserve needs to take action.</b>Harris issued his most aggressive appeal to the Federal Reserve this year, according to a recent Bank of America report.<b>There will be seven rate hike in 2022, each with a rate hike of 25 basis points, and four more rate hike next year.</b></p><p><img src=\"https://static.tigerbbs.com/4d71f78fb385b6a8eb76748da269eed9\" tg-width=\"784\" tg-height=\"179\" referrerpolicy=\"no-referrer\"/></p><p>In response, Harris pointed out that although the current market view is that the probability of this scenario is only 18%, he still supports this view.<b>The main reasons are:</b>the U.S. economic recovery has not only met the Federal Reserve's targets, but has even exceeded the stop signs.</p><p>Wages are soaring in almost all income groups.</p><p>During the conference call, Harris mentioned the new approach to monetary policy approved by the Federal Reserve in September 2020. The Federal Reserve stated that, under a flexible average inflation target, an inflation rate above the 2% target is allowed in order to achieve full employment.</p><p>However, with inflation rising to around 7% and the labor market becoming increasingly tight, the Federal Reserve is now accelerating its efforts to \"catch up\" and change monetary policy to address the severe inflation situation.</p><p><b>Harris points out that wages are soaring across almost all income brackets.</b></p><p><img src=\"https://static.tigerbbs.com/22b81b83224ba1b963bcd13331680628\" tg-width=\"594\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p><b>The leisure and hotel industry, which was most severely affected by the pandemic, saw the largest wage increases.</b>It has increased by 13% in the past year. Wages in the financial sector rose 4.8%, while wages in the retail sector increased by 7.1%.</p><p>As previously mentioned in an article, wage increases are \"flourishing across the board.\" In addition to raising wages for lower- and middle-class workers, Wall Street financial institutions are also racing to increase employee salaries. Last month, Biden also issued an executive order to raise the minimum wage for federal employees to $15.</p><p>Soaring wages are part of a \"big wave of resignations\"</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The trend of soaring wages can be seen as part of the \"Great Resignation Wave,\" which refers to the sharp increase in the number of people leaving their jobs in the United States since 2021, with the turnover rate reaching its highest level in nearly 20 years. According to data from the U.S. Department of Labor, 47.4 million people changed or left their jobs in the U.S. workforce in 2021.</p><p><img src=\"https://static.tigerbbs.com/5f2ef87143df605f0b95c38ef19600a0\" tg-width=\"387\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>In a report, Goldman Sachs economists Joseph Briggs and David Mericle pointed out that the \"wave of resignations\" includes two distinct but interrelated trends:<b>Millions of workers left the workforce, and millions more resigned for better, higher-paying jobs. These trends have pushed wage increases to an increasingly worrying level: a spiral of wage inflation.</b></p><p>Goldman Sachs data shows that U.S. wage growth will slow this year, but only slightly, and is expected to reach around 5% this year.<b>It is worth mentioning that Goldman Sachs predicts that there will be four rate hike in 2022.</b></p><p>Goldman Sachs economists point out that labor costs are rising faster than the 2% inflation target, which could keep inflation rising, and the Federal Reserve will take more aggressive measures.</p><p>rate hike 50 basis points \"reasonable\" but inconsistent with Powell's \"humble\" attitude</p><p>The market has been slowly increasing its investment in Federal Reserve rate hike, with five rate hike expected this year, but more rate hike are still possible, and at a faster pace. Although traders generally expect the Federal Reserve to rate hike by 25 basis points in March, the possibility cannot be ruled out that the Fed will opt for a one-time significant rate hike of 50 basis points in March.<b>The probability of rate hike reaching 50 basis points has now risen to nearly 30%.</b></p><p><b>Harris said:</b></p><p>rate hike’s 50 basis points would be “a reasonable thing,” but this is inconsistent with the “humble” attitude supported by Federal Reserve Chairman Powell at the press conference following the January FOMC meeting. Allianz Group's chief economic advisor, Mohamed El-Erian, said on CNBC's Squawk Box program on Monday that the Federal Reserve's policies are outdated and he hopes they can revive their inflation rhetoric and control wage growth. Previously, El-Erian warned in a column that the longer the delay, the greater the risk of policy tightening. Far from ensuring a soft landing for the economy, the Federal Reserve and the European Central Bank may be forced to adopt excessive \"catch-up\" tightening policies.</p><p>In addition, Harris pointed out,<b>In fact, he does not believe that rate hike will damage the economy, as long as the Federal Reserve sends an accurate message that rate hike aims to control inflation, not curb economic growth.</b></p><p>Harris added that this rate hike cycle may be similar to the Federal Reserve's actions in mid-2005, when the Fed conducted 17 consecutive rate hike in an attempt to cool the out-of-control housing market. When discussing the expected 11 rate hike by 2023, Harris stated:</p><p>This is not a radical prediction; for a central bank starting from scratch, it is simply a path of less resistance.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3651382\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70","relate_stocks":{"BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓","SPY":"标普500ETF","BK4559":"巴菲特持仓",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3651382","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209451307","content_text":"薪资上涨对工人来说是个好消息，但于美联储而言却是坏消息。如果工资增长过快，预计将推动美联储以更快的速度加息。上周五，美国劳工部公布的数据显示，1月份平均时薪环比增长0.7%，过去12个月的增幅为5.7%，这是自2007年3月以来增速最快的一次（疫情初期的两个月除外）。人们越来越多地认为，美联储在政策方面落后于通胀增速，目前美国通胀率正以近40年来最快的速度增长。周一，美国银行全球经济研究部主管Ethan Harris在与CNBC的电话会议中表示：如果我是美联储主席，我会更加担心推动工资上涨的因素不仅仅是例外情况，并在秋天早些时候提高利率。当存在广泛的物价上涨，并开始影响到工资，通胀螺旋风险加大，政策措施就落后于通胀曲线，美联储需要开始行动。Harris对美联储发出了今年以来最激进的呼吁，美银最新报告指出，2022年将有七次加息，每次加息25个基点，明年还会有四次加息。对此，Harris指出，尽管目前市场观点认为这种情况的可能性只有18%，但他依然支持这个观点，主要原因在于：美国经济复苏不仅达到了美联储的目标，甚至还超过了停止线(the stop signs)。几乎所有收入阶层的工资都在飙升Harris在电话会议中提及美联储2020年9月批准的货币政策新方法。美联储表示，在灵活的平均通胀目标下，为了实现充分就业，允许通胀率高于2%的目标。但随着通胀率增长到7%左右，劳动力市场越来越紧张，美联储现在加速“追赶”，改变货币政策进而应对严峻的通胀形势。Harris指出，几乎所有收入阶层的工资都在飙升。受疫情影响最严重的休闲和酒店行业工资增幅最大，在过去一年的上涨了13%。金融行业的工资上涨了4.8%，而零售行业的工资更是上涨了7.1%。此前见闻文章提及，加薪“全面开花”，除了中低阶层工人提高了工资，华尔街金融机构也“你追我赶”地增加员工薪资，拜登上个月还发布了上调联邦雇员的最低工资至15美元的行政命令。工资飙升是“大辞职潮”的一部分高盛将工资飙升这一趋势视为“大辞职潮”的一部分，“大辞职潮”是指2021年以来，美国离职人数陡增，离职率处于近20年来最高水平。根据美国劳工部数据，2021年全年美国劳动力更换或离职次数为4740万人次。高盛经济学家Joseph Briggs和David Mericle在一份报告中指出，“大辞职潮”包括两个截然不同但相互关联的趋势：数百万工人离开了劳动力大军，还有数百万人为了更好、更高收入的就业机会而辞职。这些趋势已将工资涨幅推至一个越来越令人担忧的水平，即工资通胀螺旋上升。高盛数据显示，今年美国工资增长将会放缓，但只是小幅放缓，到今年预计会达到5%左右。值得一提的是，高盛预计，2022年将有四次加息。高盛经济学家指出，劳动力成本的增长速度快于2%的通胀目标，这可能会使通胀继续走高，美联储将采取更激进的应对措施。加息50个基点“合理”，但与鲍威尔“谦逊”态度不一致市场一直在缓慢地加码美联储加息，预计今年将有五次加息，但仍有可能加息更多次，而且速度更快。尽管交易员普遍预计美联储将在3月份加息25个基点，但也不排除美联储3月选择一次性大幅加息50个基点，目前加息50个基点的可能性已升至近30%。Harris表示：加息50个基点将是\"一件合理的事情\"，但这与美联储主席鲍威尔在1月FOMC会议后的新闻发布会上所支持的\"谦逊\"（humble）态度不一致。安联集团首席经济顾问Mohamed El-Erian周一在CNBC的Squawk Box节目中表示，美联储政策已经落后，希望他们能重拾通胀论调，控制工资增长。此前，El-Erian在专栏文章中发出警告，越拖延，政策收紧的风险就越大。美联储和欧央行非但不能确保经济软着陆，反而可能被迫采取过度的“追赶性”紧缩政策。此外，Harris指出，实际上，他不认为加息会破坏经济，只要美联储传达出准确的信息，即加息旨在控制通胀，而不是遏制经济增长。Harris补充称，本轮加息周期可能类似于美联储在2005年中期的举措，当时美联储连续17次加息，目的是为失控的房地产市场降温。谈到预计到2023年将加息11次时，Harris表示：这并不是一个激进的预测，对于一个从零开始的央行来说，这只是一条阻力较小的道路。","news_type":1,"symbols_score_info":{".IXIC":1,".DJI":1,"SPY":1}},"isVote":1,"tweetType":1,"viewCount":4551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006722206,"gmtCreate":1641856153566,"gmtModify":1676533653951,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"title":"","htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006722206","repostId":"1138761582","repostType":2,"repost":{"id":"1138761582","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1641823989,"share":"https://ttm.financial/m/news/1138761582?lang=en_US&edition=fundamental","pubTime":"2022-01-10 22:13","market":"us","language":"zh","title":"rate hike expects to impact tech stocks; will he switch to value stocks in 2022? What does Wall Street think?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138761582","media":"Wind万得","summary":"美联储越发鹰派的立场促使投资者抛弃快速成长的科技公司的股票，转而投向银行股、能源股等对经济敏感的股票。一些华尔街顶级公司认为，价值型股票有望在2022年继续大放异彩，不过，近来表现逊色的成长股并没有被","content":"<p><html><head></head><body>The Federal Reserve's increasingly hawkish stance has prompted investors to abandon stocks of fast-growing technology companies and instead invest in economically sensitive stocks such as bank and energy stocks. Some top Wall Street firms believe that value stocks are expected to continue to shine in 2022; however, growth stocks, which have underperformed recently, have not been completely dismissed.</p><p>Faced with rising inflation, the Federal Reserve has accelerated its pace of tapering its asset purchases and signaled that it may precede rate hike or even shrinking balance sheet. According to CME's FedWatch tool, traders currently have a nearly 70% chance of betting on the Fed's March rate hike. If the US CPI inflation data released this week rises again, rate hike expectations may rise further. It is foreseeable that highly speculative technology stocks will be the first to be affected. The high stock prices of rapidly growing and loss-making technology companies are based on their potential for substantial future earnings and are considered highly vulnerable to rising interest rates, thereby weakening potential future earnings.</p><p>As Hani Redha, portfolio manager at PineBridge Investments, said, “Speculative tech stocks are being destroyed,” and the tech-heavy Nasdaq Composite Index fell 4.5% in the first week of 2022, its worst start to the year in six years. Goldman Sachs' index shows that the share prices of loss-making technology companies have fallen by about 10% this year. The bank estimates that companies that can generate strong growth regardless of the ups and downs of the U.S. economy have fallen by more than 8%.</p><p>Amid the sharp decline in technology stocks, U.S. Treasury Bond yields saw their biggest increase in 28 months, with the benchmark 10-year U.S. Treasury yield jumping from 1.5% at the end of 2021 to 1.8%, hitting a near two-year high.</p><p><img src=\"https://static.tigerbbs.com/810b0a3facde719110044db960d567df\" tg-width=\"687\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p>Jurrien Timmer, global head of macro strategy at Fidelity Investments, said: \"(Speculative tech stocks previously) went to the moon, and now the tide of liquidity is turning.\"</p><p>As yields rise, the fortunes of previously unfavorable value stocks are also being rewritten, with banks, oil giants, large industrial groups, and especially those closely linked to the reopening of the U.S. economy all seeing their share prices rise.</p><p>Looking at the performance of various sectors in the S&P 500 Index throughout 2021, three of the four sectors that outperformed the market (energy, real estate, and finance) were value sectors, indicating that these stocks were quite popular among investors.</p><p><img src=\"https://static.tigerbbs.com/1e02eb5ca007e065bcbac5c4cab84d32\" tg-width=\"796\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/></p><p>In the first week of 2022, while the S&P 500 fell 1.87%, value stocks successfully rose. The Russell 1000 Value Index rose 0.75% that week, outperforming the Russell 1000 Growth Index by more than 5 percentage points and reaching its highest level for a comparable period since records began in 1991, reflecting a shift in the market.</p><p><img src=\"https://static.tigerbbs.com/e2aa2ceb3e48d4c914b239ec09831a79\" tg-width=\"686\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/></p><p><b>Solita Marcelli, Investment Director and Head of Investment for the Americas at UBS Wealth Management, said she insists on cyclical betting.</b>She wrote: \"Growth companies have consistently been the primary beneficiaries of ultra-low real and nominal interest rates. It stands to reason that these stocks will face the strongest resistance as the Federal Reserve begins to normalize its policy.\"<b>In the U.S. stock market, we still favor value stocks over growth stocks.</b>。”</p><p><b>UBS predicts that value stocks are likely to outperform growth stocks in the early first quarter of 2022, but this momentum will not last.</b>The bank stated that strong inflation and the labor market should keep break-even inflation high (helping value stocks more than growth stocks) and real interest rates rising (hurting growth stocks more than value stocks), but the reason for continuing to shift to value stocks is driven more by exiting growth stocks than by a strong shift to value stocks. UBS believes that growth stocks will overtake the market by the second quarter of 2022.</p><p>Given the leverage in rising interest rates and inflation,<b>Morgan Stanley also slightly favors value stocks in the short term.</b>Rather than growth stocks. The bank also noted, \"We believe that as special risks become key, the fascination with value and growth stocks will begin to fade.\" Morgan Stanley believes that, overall, 2022 will be more about individual stocks than industries or styles.</p><p><b>Bank of America and JPMorgan Chase are also bullish on value stocks.</b>Bank of America gave five reasons for this: 1) Valuation dispersion is still close to historical highs, and high dispersion in history indicates periods when value stocks perform well; 2) If the pandemic is contained, value stocks may outperform growth stocks; 3) Most indicators show that value stocks are not expensive; 4) From a factor and sector perspective, investors are still overweight in growth stocks and underweight in value stocks; 5) The Federal Reserve's rate hike cycle is beneficial to value stocks.</p><p>JPMorgan Chase stated that cyclical assets and value stocks will outperform, riskier and more volatile assets will rebound, while defensive bond alternatives and market segments that have benefited from the pandemic will encounter headwinds. The bank favors sectors sensitive to reflation—energy and finance, consumer services, healthcare, and small-cap stocks.</p><p><b>BlackRock tends to allocate a portfolio of cyclical value stocks (such as energy and financial stocks) with long-term structural growth stocks (such as technology and healthcare stocks), as it did last year.</b>。 The company stated that in the absence of a driver to drive the average movement of key markets forward in 2021, it will be important to focus on fundamental research to distinguish potential winners and losers.</p><p><b>Goldman Sachs' view is to buy cyclical stocks that are sensitive to the pandemic and inflation, as well as high-growth, high-profit stocks, while avoiding companies with high labor costs and high-growth, unprofitable companies.</b>。 Goldman Sachs argues that in the short term, strong economic growth and peaking inflation should support cyclical stocks to outperform. Fast-growing companies that rely entirely on long-term growth expectations are more susceptible to the risk of rising interest rates or disappointing revenue.</p><p><b>Wells Fargo Investment Institute favors growth and cyclical stocks over defensive sectors.</b>。 The agency stated, \"Look for assets that perform well when inflation is above average. Be cautious about yield-sensitive assets.\"</p><p></body></html></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>rate hike expects to impact tech stocks; will he switch to value stocks in 2022? What does Wall Street think?</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\">\nrate hike expects to impact tech stocks; will he switch to value stocks in 2022? What does Wall Street think?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2022-01-10 22:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The Federal Reserve's increasingly hawkish stance has prompted investors to abandon stocks of fast-growing technology companies and instead invest in economically sensitive stocks such as bank and energy stocks. Some top Wall Street firms believe that value stocks are expected to continue to shine in 2022; however, growth stocks, which have underperformed recently, have not been completely dismissed.</p><p>Faced with rising inflation, the Federal Reserve has accelerated its pace of tapering its asset purchases and signaled that it may precede rate hike or even shrinking balance sheet. According to CME's FedWatch tool, traders currently have a nearly 70% chance of betting on the Fed's March rate hike. If the US CPI inflation data released this week rises again, rate hike expectations may rise further. It is foreseeable that highly speculative technology stocks will be the first to be affected. The high stock prices of rapidly growing and loss-making technology companies are based on their potential for substantial future earnings and are considered highly vulnerable to rising interest rates, thereby weakening potential future earnings.</p><p>As Hani Redha, portfolio manager at PineBridge Investments, said, “Speculative tech stocks are being destroyed,” and the tech-heavy Nasdaq Composite Index fell 4.5% in the first week of 2022, its worst start to the year in six years. Goldman Sachs' index shows that the share prices of loss-making technology companies have fallen by about 10% this year. The bank estimates that companies that can generate strong growth regardless of the ups and downs of the U.S. economy have fallen by more than 8%.</p><p>Amid the sharp decline in technology stocks, U.S. Treasury Bond yields saw their biggest increase in 28 months, with the benchmark 10-year U.S. Treasury yield jumping from 1.5% at the end of 2021 to 1.8%, hitting a near two-year high.</p><p><img src=\"https://static.tigerbbs.com/810b0a3facde719110044db960d567df\" tg-width=\"687\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p>Jurrien Timmer, global head of macro strategy at Fidelity Investments, said: \"(Speculative tech stocks previously) went to the moon, and now the tide of liquidity is turning.\"</p><p>As yields rise, the fortunes of previously unfavorable value stocks are also being rewritten, with banks, oil giants, large industrial groups, and especially those closely linked to the reopening of the U.S. economy all seeing their share prices rise.</p><p>Looking at the performance of various sectors in the S&P 500 Index throughout 2021, three of the four sectors that outperformed the market (energy, real estate, and finance) were value sectors, indicating that these stocks were quite popular among investors.</p><p><img src=\"https://static.tigerbbs.com/1e02eb5ca007e065bcbac5c4cab84d32\" tg-width=\"796\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/></p><p>In the first week of 2022, while the S&P 500 fell 1.87%, value stocks successfully rose. The Russell 1000 Value Index rose 0.75% that week, outperforming the Russell 1000 Growth Index by more than 5 percentage points and reaching its highest level for a comparable period since records began in 1991, reflecting a shift in the market.</p><p><img src=\"https://static.tigerbbs.com/e2aa2ceb3e48d4c914b239ec09831a79\" tg-width=\"686\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/></p><p><b>Solita Marcelli, Investment Director and Head of Investment for the Americas at UBS Wealth Management, said she insists on cyclical betting.</b>She wrote: \"Growth companies have consistently been the primary beneficiaries of ultra-low real and nominal interest rates. It stands to reason that these stocks will face the strongest resistance as the Federal Reserve begins to normalize its policy.\"<b>In the U.S. stock market, we still favor value stocks over growth stocks.</b>。”</p><p><b>UBS predicts that value stocks are likely to outperform growth stocks in the early first quarter of 2022, but this momentum will not last.</b>The bank stated that strong inflation and the labor market should keep break-even inflation high (helping value stocks more than growth stocks) and real interest rates rising (hurting growth stocks more than value stocks), but the reason for continuing to shift to value stocks is driven more by exiting growth stocks than by a strong shift to value stocks. UBS believes that growth stocks will overtake the market by the second quarter of 2022.</p><p>Given the leverage in rising interest rates and inflation,<b>Morgan Stanley also slightly favors value stocks in the short term.</b>Rather than growth stocks. The bank also noted, \"We believe that as special risks become key, the fascination with value and growth stocks will begin to fade.\" Morgan Stanley believes that, overall, 2022 will be more about individual stocks than industries or styles.</p><p><b>Bank of America and JPMorgan Chase are also bullish on value stocks.</b>Bank of America gave five reasons for this: 1) Valuation dispersion is still close to historical highs, and high dispersion in history indicates periods when value stocks perform well; 2) If the pandemic is contained, value stocks may outperform growth stocks; 3) Most indicators show that value stocks are not expensive; 4) From a factor and sector perspective, investors are still overweight in growth stocks and underweight in value stocks; 5) The Federal Reserve's rate hike cycle is beneficial to value stocks.</p><p>JPMorgan Chase stated that cyclical assets and value stocks will outperform, riskier and more volatile assets will rebound, while defensive bond alternatives and market segments that have benefited from the pandemic will encounter headwinds. The bank favors sectors sensitive to reflation—energy and finance, consumer services, healthcare, and small-cap stocks.</p><p><b>BlackRock tends to allocate a portfolio of cyclical value stocks (such as energy and financial stocks) with long-term structural growth stocks (such as technology and healthcare stocks), as it did last year.</b>。 The company stated that in the absence of a driver to drive the average movement of key markets forward in 2021, it will be important to focus on fundamental research to distinguish potential winners and losers.</p><p><b>Goldman Sachs' view is to buy cyclical stocks that are sensitive to the pandemic and inflation, as well as high-growth, high-profit stocks, while avoiding companies with high labor costs and high-growth, unprofitable companies.</b>。 Goldman Sachs argues that in the short term, strong economic growth and peaking inflation should support cyclical stocks to outperform. Fast-growing companies that rely entirely on long-term growth expectations are more susceptible to the risk of rising interest rates or disappointing revenue.</p><p><b>Wells Fargo Investment Institute favors growth and cyclical stocks over defensive sectors.</b>。 The agency stated, \"Look for assets that perform well when inflation is above average. Be cautious about yield-sensitive assets.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/50f0a252f951b7accc03d40bda92a3b2","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138761582","content_text":"美联储越发鹰派的立场促使投资者抛弃快速成长的科技公司的股票，转而投向银行股、能源股等对经济敏感的股票。一些华尔街顶级公司认为，价值型股票有望在2022年继续大放异彩，不过，近来表现逊色的成长股并没有被全盘否定。面对不断攀升的通胀，美联储已加快缩减资产购买规模的步伐，并释放可能提前加息、甚至缩表的信号。根据CME的FedWatch工具，目前交易员押注美联储3月加息的可能性接近70%。若本周公布的美国CPI通胀率数据再度升高，加息预期或将进一步升温。可以预见的是，具有高度投机性的科技股将首当其冲。那些成长迅速和亏损的科技公司的高股价是基于其未来可能获得丰厚收益，被认为极易受到利率上升的影响，从而削弱潜在的未来收益。正如PineBridge Investments投资组合经理Hani Redha所说，“投机性科技股正在被摧毁”，以科技股为主的美股纳斯达克综合指数在2022年首周下跌4.5%，为六年来最差开年表现。高盛的指数显示，亏损科技公司的股价今年以来已下跌约10%。该行估计，那些无论美国经济如何起伏都能产生强劲增长的公司已下跌逾8%。科技股大跌之际，美国国债收益率创下28个月来最大涨幅，基准10年期美债收益率从2021年底的1.5%跃升至1.8%，触及近两年高位。Fidelity Investments全球宏观策略主管Jurrien Timmer称：“（投机性科技股之前）升上了月球，现在流动性大潮正在逆转。”随着收益率走高，此前不被看好的价值型股票的命运也在改写，银行、石油巨头、大型工业集团，尤其是那些与美国经济重新开放息息相关的公司股价均出现上扬。从标普500指数各板块2021全年的表现来看，在跑赢大盘的四个板块中，有三个（能源、房地产、金融）属于价值型板块，说明这类股票在投资者中颇具人气。2022年第一周，标普500指数下跌1.87%的同时，价值股成功实现上涨。当周罗素1000价值指数上涨0.75%，表现优于罗素1000成长指数5个百分点以上，为1991年有记录以来可比时期的最高水平，反映出市场的转变。瑞银财富管理投资总监美洲区投资主管Solita Marcelli表示，坚持周期性押注。她写道：“成长型公司一直是超低实际利率和名义利率的主要受益者。随着美联储开始政策正常化，这些股票将面临最强大的阻力，这点合乎逻辑。在美国股市中，我们依然青睐价值股而非成长股。”瑞银预计，2022年第一季度初价值股很有可能跑赢成长股，但这一势头不会持久。该行表示，强劲的通胀和劳动力市场应该会使盈亏平衡通胀率保持在高位（对价值股的帮助大于成长股）和实际利率上升（对成长股的伤害大于价值股） ，但持续转向价值股的理由更多是由撤离成长股所驱动，而不是由强势转向价值股所驱动。瑞银认为，到2022年第二季度成长股将实现反超。鉴于在利率和通胀上升方面的杠杆作用，摩根士丹利短期内也略微偏向价值股，而非成长股。该行同时指出：“我们认为，随着特殊风险成为关键，对价值股与成长股的迷恋将开始消退。”在大摩看来，总体而言，2022年更多的是关于个股，而不是行业或风格。看好价值股的还有美国银行和摩根大通。美银就此给出五点理由：1）估值离散度仍接近历史高位，历史上高离散度预示价值股表现出色的时期；2）若疫情得到遏制，价值股可能跑赢成长股；3）大多数指标显示价值股估值不贵；4）从因子和板块层面来看，投资者仍超配成长股、低配价值股；5）美联储加息周期有利于价值股。摩根大通称，周期性资产和价值股将会跑赢，风险更高、波动更大的资产将反弹，而防御性债券替代股和在疫情中受惠的市场细分领域将遭遇逆风。该行偏好对再通胀敏感的板块——能源和金融、消费服务、医疗保健以及小盘股。贝莱德倾向于像去年那样配置周期性价值股（如能源股和金融股）与长期结构性成长股（如科技股和医疗保健股）的组合。该公司表示，若缺少推动2021年关键市场平均向前发展的推进剂的话，专注于基本面研究以区分潜在的赢家和输家将会很重要。高盛的观点是，买入对疫情和通胀敏感的周期性股票，以及高成长、高利润的股票，同时，规避高劳动力成本的公司以及高成长、不赚钱的公司。高盛的理由是，短期内，强劲的经济增长和通胀率触顶应该会支持周期性股票跑赢；而完全依赖长期增长预期的快速成长的公司更易受到利率上升或营收令人失望的风险的影响。富国银行投资研究所对成长型股票和周期性股票的青睐胜过防御性板块。该机构称：“寻找在通胀高于平均水平时表现良好的资产。谨慎看待对收益率敏感的资产。”","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068919245,"gmtCreate":1651709572144,"gmtModify":1676534953174,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068919245","repostId":"1162262955","repostType":2,"isVote":1,"tweetType":1,"viewCount":4730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080263095,"gmtCreate":1649893618427,"gmtModify":1676534599247,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080263095","repostId":"2227126296","repostType":4,"isVote":1,"tweetType":1,"viewCount":4319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006724450,"gmtCreate":1641856314479,"gmtModify":1676533654041,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006724450","repostId":"1137410887","repostType":4,"repost":{"id":"1137410887","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641825936,"share":"https://ttm.financial/m/news/1137410887?lang=en_US&edition=fundamental","pubTime":"2022-01-10 22:45","market":"other","language":"zh","title":"[Unusual Movement] Q2 revenue increased by approximately 20% year-on-year, with Tilray rising by over 18%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1137410887","media":"老虎资讯综合","summary":"1月10日，Tilray盘初涨幅扩大至18%。公司Q2营收1.55亿美元，同比增长约20%。数据显示：公司Q2净营收1.55亿美元，比上年同期增长约20%；Q2调整后的EBITDA利润为1380万美元","content":"<p><html><head></head><body>On January 10, Tilray's early trading gains extended to 18%. The company's Q2 revenue was $155 million, a year-over-year increase of approximately 20%. Data shows that the company's net revenue in Q2 was $155 million, an increase of approximately 20% compared to the same period last year; Adjusted EBITDA profit in Q2 was $13.8 million, marking the 11th consecutive quarter of positive adjusted EBITDA. The company reported a net loss of $201,000 in Q2, compared to an expected net loss of $36.16 million.</p><p><img src=\"https://static.tigerbbs.com/2fbc364897237dd5bc2d18eab4e59114\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></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>[Unusual Movement] Q2 revenue increased by approximately 20% year-on-year, with Tilray rising by over 18%.</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\">\n[Unusual Movement] Q2 revenue increased by approximately 20% year-on-year, with Tilray rising by over 18%.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-01-10 22:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On January 10, Tilray's early trading gains extended to 18%. The company's Q2 revenue was $155 million, a year-over-year increase of approximately 20%. Data shows that the company's net revenue in Q2 was $155 million, an increase of approximately 20% compared to the same period last year; Adjusted EBITDA profit in Q2 was $13.8 million, marking the 11th consecutive quarter of positive adjusted EBITDA. The company reported a net loss of $201,000 in Q2, compared to an expected net loss of $36.16 million.</p><p><img src=\"https://static.tigerbbs.com/2fbc364897237dd5bc2d18eab4e59114\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd3ac286c2233d10a592ba6c388667fb","relate_stocks":{"TLRY":"Tilray Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137410887","content_text":"1月10日，Tilray盘初涨幅扩大至18%。公司Q2营收1.55亿美元，同比增长约20%。数据显示：公司Q2净营收1.55亿美元，比上年同期增长约20%；Q2调整后的EBITDA利润为1380万美元，连续11个季度实现调整后的EBITDA为正数；Q2净亏损20.1万美元，预期净亏损3616万美元。","news_type":1,"symbols_score_info":{"TLRY":0.9}},"isVote":1,"tweetType":1,"viewCount":5247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008279757,"gmtCreate":1641474032587,"gmtModify":1676533618673,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008279757","repostId":"1118721713","repostType":4,"isVote":1,"tweetType":1,"viewCount":4873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185859706,"gmtCreate":1623642613405,"gmtModify":1704207650162,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185859706","repostId":"2142250206","repostType":4,"isVote":1,"tweetType":1,"viewCount":4683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}