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有人说奥米克戎变种不能阻止人们去度假,也不能阻止他们计划2022年急需的假期。与旅行相关的股票,如游轮股,带领市场出现回暖,投资者对新变种的严重性越来越不担心。
然而,现实似乎与剧本不符。自从上周五以来,航空公司已取消了超过1500个美国航班,打乱了繁忙的假期周末旅行。 $联合大陆航空 (UAL.US)$ 造成了市场的重要拖累。 $达美航空 (DAL.US)$ 造成了市场的重要拖累。 $美国航空 (AAL.US)$ 和英特尔提供技术支持 $捷蓝航空 (JBLU.US)$ 取消航班的原因之一是奥密克戎在机组人员中蔓延。
您认为病毒会再次破坏旅行需求吗?
相关的股票会如何表现? $爱彼迎 (ABNB.US)$ $嘉年华邮轮 (CCL.US)$ , $新加坡航空公司 (C6L.SG)$ 在奥密克戎的风险下表演?
然而,现实似乎与剧本不符。自从上周五以来,航空公司已取消了超过1500个美国航班,打乱了繁忙的假期周末旅行。 $联合大陆航空 (UAL.US)$ 造成了市场的重要拖累。 $达美航空 (DAL.US)$ 造成了市场的重要拖累。 $美国航空 (AAL.US)$ 和英特尔提供技术支持 $捷蓝航空 (JBLU.US)$ 取消航班的原因之一是奥密克戎在机组人员中蔓延。
您认为病毒会再次破坏旅行需求吗?
相关的股票会如何表现? $爱彼迎 (ABNB.US)$ $嘉年华邮轮 (CCL.US)$ , $新加坡航空公司 (C6L.SG)$ 在奥密克戎的风险下表演?
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Asia stocks set for mixed open in countdown to Fed
Asian stocks are set for a mixed start Wednesday after the latest inflation data added to the case for tighter Federal Reserve policy, weighing on U.S. shares. The dollar rose with Treasury yields.
Australian shares slipped, futures for Japan fell and Hong Kong contracts were little changed. $标普500指数 (.SPX.US)$ and $纳斯达克100指数 (.NDX.US)$ futures wavered. Technology shares led the drop on Wall Street as investors fret over reduced stimulus and sour on costlier parts of the stock market.
JPMorgan says it's OK if you're still in love with risky stocks
Investors should reconsider their affection for the safety of technology megacaps and start seeking out risky assets like beaten-down high-growth stocks and Chinese shares.
So says Dubravko Lakos-Bujas, $摩根大通 (JPM.US)$'s global head of equity research. "In the first half next year, assuming inflation shows signs of normalization, assuming the Fed ends up being more balanced and doesn't continue to move forward with tightening, which I believe the market is pricing in, and assuming the Covid situation starts to come back under control, I think you'll see a rotation from lower-beta megacaps into higher-beta."
New fund chasing day-trader favorites slammed by meme stock slide
The $ROUNDHILL MEME ETF (MEME.US)$ has fallen every day since its launch last Wednesday.
So far this week, $游戏驿站 (GME.US)$ and $AMC院线 (AMC.US)$ have shed 15% and 16%, respectively. Meanwhile, the fund's top holding $Digital World Acquisition Corp (DWAC.US)$ -- the special purpose acquisition company taking former president Donald Trump's media company public -- is down 11%, bringing its losses to 23% since the ETF launched.
Elon Musk's stock sales could total $18 billion by the end of year
Elon Musk sold $906 million in $特斯拉 (TSLA.US)$ stock Monday. As of Tuesday morning, he has sold a total of 11.9 million shares, according to InsiderScore/Verity. Musk is making two kinds of stock sales — one to pay taxes on his compensation package and the other for straight cash-outs, or "to-pocket" sales.
Based on his 10% sale target, Musk will likely only sell another $5 billion before the year is out.
Dogecoin spikes more than 20% after Elon Musk says Tesla will accept it as payment for merch
Dogecoin skyrocketed more than 20% on Tuesday after Elon Musk said Tesla would accept it as payment for some merchandise. Musk has frequently talked up dogecoin, calling it his favorite digital coin and mentioning it in an appearance on "Saturday Night Live." Dogecoin hit a record-high price above 74 cents in May but has since plunged sharply.
Red-hot chip stocks are cooling
The $费城半导体指数 (.SOX.US)$, home to the likes of $英伟达 (NVDA.US)$ and $美国超微公司 (AMD.US)$, has gained 36% in 2021 after advances of more than 50% in both 2019 and 2020. That brings the three-year cumulative return including dividends to almost 250%, exceeding gains seen in any similar span of the late-1990s technology mania.
However, global growth in chip sales slowed in October to May levels and has been cooling for three straight months, industry show.
Adobe, Cloudflare lead plunge in cloud stocks after JPMorgan issues wave of downgrades on valuation concerns
JPMorgan analysts downgraded Adobe, Datadog, Cloudflare, Zscaler and other software stocks in an outlook report for 2022. "With rates climbing, this adds risk to higher multiple software stocks trading over 20 times revenue," the analysts wrote.
$Adobe (ADBE.US)$ fell almost 7%, $Cloudflare (NET.US)$ tumbled 9% and $Zscaler (ZS.US)$ was off almost 8%.
UK regulator says Google and Apple hold 'vice-like' grip on consumers
$谷歌-A (GOOGL.US)$ and $苹果 (AAPL.US)$ hold a "vice-like" grip over how people use mobile phones, Britain's Competition and Markets Authority said Tuesday.
The statement is a fresh warning to tech groups after the regulator stepped up scrutiny of the power they wield in a world increasingly lived online. It recently told $Meta Platforms (FB.US)$ it had to sell Giphy, the popular animated images platform it bought in 2020.
Source: Bloomberg, CNBC
Asian stocks are set for a mixed start Wednesday after the latest inflation data added to the case for tighter Federal Reserve policy, weighing on U.S. shares. The dollar rose with Treasury yields.
Australian shares slipped, futures for Japan fell and Hong Kong contracts were little changed. $标普500指数 (.SPX.US)$ and $纳斯达克100指数 (.NDX.US)$ futures wavered. Technology shares led the drop on Wall Street as investors fret over reduced stimulus and sour on costlier parts of the stock market.
JPMorgan says it's OK if you're still in love with risky stocks
Investors should reconsider their affection for the safety of technology megacaps and start seeking out risky assets like beaten-down high-growth stocks and Chinese shares.
So says Dubravko Lakos-Bujas, $摩根大通 (JPM.US)$'s global head of equity research. "In the first half next year, assuming inflation shows signs of normalization, assuming the Fed ends up being more balanced and doesn't continue to move forward with tightening, which I believe the market is pricing in, and assuming the Covid situation starts to come back under control, I think you'll see a rotation from lower-beta megacaps into higher-beta."
New fund chasing day-trader favorites slammed by meme stock slide
The $ROUNDHILL MEME ETF (MEME.US)$ has fallen every day since its launch last Wednesday.
So far this week, $游戏驿站 (GME.US)$ and $AMC院线 (AMC.US)$ have shed 15% and 16%, respectively. Meanwhile, the fund's top holding $Digital World Acquisition Corp (DWAC.US)$ -- the special purpose acquisition company taking former president Donald Trump's media company public -- is down 11%, bringing its losses to 23% since the ETF launched.
Elon Musk's stock sales could total $18 billion by the end of year
Elon Musk sold $906 million in $特斯拉 (TSLA.US)$ stock Monday. As of Tuesday morning, he has sold a total of 11.9 million shares, according to InsiderScore/Verity. Musk is making two kinds of stock sales — one to pay taxes on his compensation package and the other for straight cash-outs, or "to-pocket" sales.
Based on his 10% sale target, Musk will likely only sell another $5 billion before the year is out.
Dogecoin spikes more than 20% after Elon Musk says Tesla will accept it as payment for merch
Dogecoin skyrocketed more than 20% on Tuesday after Elon Musk said Tesla would accept it as payment for some merchandise. Musk has frequently talked up dogecoin, calling it his favorite digital coin and mentioning it in an appearance on "Saturday Night Live." Dogecoin hit a record-high price above 74 cents in May but has since plunged sharply.
Red-hot chip stocks are cooling
The $费城半导体指数 (.SOX.US)$, home to the likes of $英伟达 (NVDA.US)$ and $美国超微公司 (AMD.US)$, has gained 36% in 2021 after advances of more than 50% in both 2019 and 2020. That brings the three-year cumulative return including dividends to almost 250%, exceeding gains seen in any similar span of the late-1990s technology mania.
However, global growth in chip sales slowed in October to May levels and has been cooling for three straight months, industry show.
Adobe, Cloudflare lead plunge in cloud stocks after JPMorgan issues wave of downgrades on valuation concerns
JPMorgan analysts downgraded Adobe, Datadog, Cloudflare, Zscaler and other software stocks in an outlook report for 2022. "With rates climbing, this adds risk to higher multiple software stocks trading over 20 times revenue," the analysts wrote.
$Adobe (ADBE.US)$ fell almost 7%, $Cloudflare (NET.US)$ tumbled 9% and $Zscaler (ZS.US)$ was off almost 8%.
UK regulator says Google and Apple hold 'vice-like' grip on consumers
$谷歌-A (GOOGL.US)$ and $苹果 (AAPL.US)$ hold a "vice-like" grip over how people use mobile phones, Britain's Competition and Markets Authority said Tuesday.
The statement is a fresh warning to tech groups after the regulator stepped up scrutiny of the power they wield in a world increasingly lived online. It recently told $Meta Platforms (FB.US)$ it had to sell Giphy, the popular animated images platform it bought in 2020.
Source: Bloomberg, CNBC
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亚洲股市追踪美国跌势:市场总结
亚洲股市在周三开盘时跟随华尔街走低。
日本、澳大利亚和韩国的股市小幅下滑。香港期货上涨。
由于美国主要股指下跌,以科技股为主的纳斯达克100指数创下两个多月来的最大跌幅,美国合约缩减了跌幅。尽管收益对美国股市有所帮助,但苹果公司、微软公司和Alphabet Inc.的业绩却反应不一:由于担心增长放缓,苹果和微软在延期交易中下跌,而Alphabet则因谷歌的强劲销售而上涨...
亚洲股市在周三开盘时跟随华尔街走低。
日本、澳大利亚和韩国的股市小幅下滑。香港期货上涨。
由于美国主要股指下跌,以科技股为主的纳斯达克100指数创下两个多月来的最大跌幅,美国合约缩减了跌幅。尽管收益对美国股市有所帮助,但苹果公司、微软公司和Alphabet Inc.的业绩却反应不一:由于担心增长放缓,苹果和微软在延期交易中下跌,而Alphabet则因谷歌的强劲销售而上涨...
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