亚洲股市涨跌互现；收益率，美元上涨
周二亚洲股市开局喜忧参半，此前美国国债收益率和美元上涨，原因是杰罗姆·鲍威尔再次被提名为美联储局长，这推动了人们对加快紧缩政策的押注。
澳大利亚股市上涨，香港期货下跌。日本因假日休息。此后，美国期货小幅走高 $标普500指数(.SPX.US)$ 以红色结尾然后 $纳斯达克(NDAQ.US)$ 在华尔街时段科技股在最后一小时出现抛售之后，表现不佳。
鲍威尔获得第二个美联储任期，华尔街松了一口气
乔·拜登总统周一宣布，他将再次提名杰罗姆·鲍威尔连任美联储主席，并将任命美联储理事莱尔·布雷纳德为副主席。此举是在有人猜测布雷纳德可能会获得批准之后采取的。
高价科技股的抛售给大量涌入的对冲基金带来了压力
最近在对冲基金中越来越受欢迎的高价科技股的损失正在增加。
$Farfetch(FTCH.US)$ 和 $Snowflake(SNOW.US)$ 的数据显示，下跌，推动一篮子尚未赚钱的软件和互联网公司下跌了5％以上，为3月份以来的最大跌幅 $高盛(GS.US)$ 节目。对于刚刚将高增长、高估值股票的敞口提高到极限水平的对冲基金来说，这是个坏消息。
比特币正在抛售，而一些较小的山寨币则表现不佳
在过去的一周里，最大的加密货币陷入了抛售，比特币从最近的纪录上涨了近20％。以太币是市值第二大数字资产，较11月10日的高点下跌了8％。
而自11月初以来，Z-Cash上涨了约30％。Avalanche代币也表现良好，在过去七个交易日中上涨了约50％，而CRO的发展足以成为市值排名第13的代币，已激增至180亿美元。
由于科技股大幅下跌，苹果公布了自7月以来最长的涨势
$苹果(AAPL.US)$ 周一股价收于历史新高。该股上涨了3.2％，但在下午的交易中缩减了大部分涨幅，收盘涨幅为0.3％。
该公司是科技股中的异常股票，科技股开盘普遍走高，但随后转为负值，原因是高估值成长股被广泛轮换。 $微软(MSFT.US)$ 在早盘交易中创下盘中纪录，但收盘下跌了1％。 $英伟达(NVDA.US)$ 开盘时也稳步上涨，但收盘下跌3.1％。
尽管疫情过后收入增长有望放缓，但Zoom仍超出预期
$Zoom视频通讯(ZM.US)$ 周一公布的季度收益好于预期，同时警告投资者，随着疫情的结束，这家视频聊天公司的收入将放缓。
截至10月31日的本季度收入较去年同期增长了35％，低于前一时期的54％。一份声明显示，净收入增长了71％，至3.403亿美元。
凯西·伍德的基因组学基金下跌了27％，资金流出量正在增加
投资者似乎对此失去了耐心 $ARK生物基因科技革新主动型ETF(ARKG.US)$.
在回报下降的情况下，它在11月份出现了大约5.2亿美元的资金流出。该基金今年迄今已下跌27％，原因是投资者避开了医疗保健股，转而选择在经济复苏期间表现良好的周期性股票。即便如此，该ETF的表现仍然比整个生物技术板块差得多，纳斯达克生物技术指数今年上涨了10.49％。
沃尔玛希望通过星光闪烁的在线购物活动吸引消费者的注意力
$沃尔玛(WMT.US)$ 将在11月和12月举办30多场直播活动，其中包括与音乐家杰森·德鲁洛合作的活动，该活动将拉开网络周的序幕。首席营销官威廉·怀特表示，购物活动可以帮助 “缩短灵感与购买之间的距离”。
这家大型零售商可以利用这一策略来推动更多的在线销售，尤其是在消费者重返商店之际。
来源：彭博社、CNBC

The U.S. stock market set another round of record highs on Friday as Wall Street looked past disappointing results from major companies to wrap up its best month of the year.
The $标普500指数(.SPX.US)$ rose 0.19% to close at 4,605.38 and the $道琼斯指数(.DJI.US)$ added 89.08 points, or 0.25%, to finish at 35,819.56. The $纳斯达克综合指数(.IXIC.US)$ rose 0.33% to close at 15,498.39. All three closed at record highs, and the S&P 500 and Nasdaq clinched their best months since November 2020.

By Danilo
Hey, mooers! Here are things you need to know before the opening bell:
- Stock futures slipped in early morning trading Friday as shares of major technology companies suffered following disappointing earnings reports.
- The social-media service Meta will retain the Facebook name even as the umbrella company readies billions of dollars in investments in its new mixed-reality platform.
Market Snapshot
Stock futures slipped in early morning trading Friday as shares of major technology companies suffered following disappointing earnings reports.
Futures on the tech-heavy $纳斯达克100指数(.NDX.US)$ futures dropped 0.8%. $标普500指数(.SPX.US)$ futures shed 0.5% and $道琼斯指数(.DJI.US)$ futures were 48 points lower.
Market Temperature
Read More: Market Temperature (10/29)
Top News
Stocks end higher with earnings in focus
U.S. stocks climbed after a string of upbeat earnings reports.
Biden framework for social-climate package fails to ease passage of infrastructure bill
The White House's $1.85 trillion framework designed to show progress in the social-spending and climate talks fell short of persuading progressives to quickly approve the parallel, roughly $1 trillion infrastructure bill.
U.S. pending home sales unexpectedly fell in September
The number of houses going under contract in the U.S. declined in September by 2.3% after rising sharply in August, data from the National Association of Realtors showed. Economists were expecting a 1% rise.
Jobless claims fall to new pandemic low
Worker filings for unemployment benefits declined last week to their lowest level since the pandemic began, as employers competed for employees in a tightening labor market.
Apple warns of supply chain woes while Amazon faces increased labor costs
Investors remain watchful of how corporate leaders are managing disruptions as the pandemic's effects drag on. $苹果(AAPL.US)$
Amazon earnings suffer as growth slows, costs rise
The company posted lower-than-expected third-quarter sales and signaled that a tight labor market and supply-chain disruptions would weigh on earnings. $亚马逊(AMZN.US)$
Facebook rebrands company as Meta in focus on metaverse
The social-media service will retain the Facebook name even as the umbrella company readies billions of dollars in investments in its new mixed-reality platform. $Meta Platforms(FB.US)$
Read More
Traders bet Tesla stock's rally isn't over yet
'Squid Game' cryptocurrency is up nearly 2,400%, do you want to join the game?
Trump-tied SPAC fuels day trader return to blank-check stocks
In One Chart | Amazon earnings suffer as growth slows, costs rise
Amazon shares dip almost 5% in pre-market, as its earnings drop nearly 50% and holiday forecast disappoints
Key Events This Week
Source: CNBC, Dow Jones Newswires, Bloomberg

根据向美国证券交易委员会提交的文件，芯片制造商GlobalFoundries正在销售3,300万股股票，而其主要股东阿布扎比的穆巴达拉投资有限公司计划出售2200万股股票。
穆巴达拉目前拥有该公司100％的股份，并且 “在本次发行之后继续拥有实质性的控制权”。
GlobalFoundries计划在纳斯达克上市，股票代码为GFS。它计划通过美国的首次公开募股筹集多达26亿美元的资金。根据其申报中列出的已发行股票，该区间的最高市值将为250亿美元。
此次发行由摩根史坦利、美国银行、摩根大通、花旗集团和瑞士信贷牵头。
业务概述
$GlobalFoundries(GFS.US)$是世界领先的半导体代工厂之一。该公司成立于2009年，收购了先进微设备公司的制造业务，后来将其与新加坡特许半导体公司合并。
根据Gartner的说法，2020年，按对外销售额计算，该公司是全球第三大铸造厂。
GlobalFoundries此前放弃了与台湾半导体或三星能力相匹配的尖端生产。相反，它为不太先进的芯片市场提供服务，而这些芯片对汽车制造商和其他行业越来越重要。
GlobalFoundries 结束了50生态系统合作伙伴涵盖知识产权、电子设计自动化、外包组装以及测试和设计服务。在现有库的基础上构建4,000IP 标题，目前拥有超过950各地的知识产权正在积极开发中26进程节点和34知识产权合作伙伴。
该公司已与之建立了深厚的战略合作伙伴关系截至2020年12月31日，拥有超过200名客户的广泛基础，其中许多是该领域的全球领导者。
2021年前六个月，按晶圆出货量计算，前十大客户包括高通、联发科、恩智浦半导体、Qorvo、Cirrus Logic、先进微设备（“AMD”）、Skyworks Solutions、村田制造、三星电子和博通。
该公司吸引了大量的单一来源产品和长期供应协议。截至公司招股说明书发布之日，这些协议所反映的终身收入承诺总额超过195亿美元。
衡量GlobalFoundries作为客户战略合作伙伴地位的一个关键指标是归因于单一来源业务的晶圆出货量的组合（单一来源产品被定义为只能使用GlobalFoundries的技术制造，如果没有对客户进行重大重新设计就无法在其他地方生产的产品）。它约占2020年晶圆出货量的61％，高于2018年的47％。
财务业绩
去年，GlobalFoundries的收入下降了17％，至48.5亿美元。GlobalFoundries表示，原因是它剥离了2019年带来3.91亿美元收入的业务，更广泛地说，该公司改变了与大多数客户的合同条款，改变了确认收入的方式和时间。
2021年上半年，收入比去年同期增长了13％，达到略高于30亿美元。
点击查看招股说明书

$AMC院线(AMC.US)$ they will take today as an opportunity to cover!

凯西·伍德以科技为重点 $ARK Innovation ETF(ARKK.US)$ 2020年涨幅超过150％。太疯狂了！你永远找不到另一只在一年内产生类似回报的基金！
但说实话，我真的不知道她是否是一位优秀的基金经理。ARKK在2021年下跌了约4％，凯西·伍德似乎处境艰难。但是，巴菲特的价值投资基金 $伯克希尔-A(BRK.A.US)$ 今年增长了23％，并连续6年创造了正回报。
我觉得 Cathie Wood 很幸运能赶上科技之旅，或者 $特斯拉(TSLA.US)$的旅程，去年。
沃伦·巴菲特对阵凯西·伍德，谁才是真正的大师？
你是像巴菲特这样的价值投资者吗？你是像 Cathie Wood 这样的科技爱好者吗？
奖励来电！评论赢取奖励！
我和Moomoo新闻组一起举办了一个月的活动！我每天都会发布讨论，Moomoo新闻团队将为活动提供奖励积分！我们将在每个工作日选出前 2 个 “喜欢” 和前 3 个 “有见地” 的评论以及每个周末前 10 个 “喜欢” 和前 10 个 “有见地” 的评论作为获胜者。
欲了解更多详情，请单击 这里.
关注我加入最新的讨论！
写下你自己的想法： 在任何形式的社区活动中，抄袭或作弊行为都是不可接受的。如果您看到任何帖子，请 “举报” 该帖子。一经确认，提交的用户将被取消活动资格。

Stocks set for mixed start amid inflation concerns
Asian stocks looked set for a mixed start Tuesday as investors continue to digest the prospect of tightening monetary policy to restrain a surge in inflation stoked partly by energy costs.
Futures rose in Japan and Hong Kong and fell in Australia. The $标普500指数(.SPX.US)$and $纳斯达克100指数(.NDX.US)$gained overnight, aided by optimism about corporate earnings. U.S. contracts fluctuated.
JPMorgan's Kolanovic says market still misjudges reflation trade
The recent market jitters over stagflation are "misplaced" and the shift to bargain stocks and economically sensitive companies should continue, according to $摩根大通(JPM.US)$strategists led by Marko Kolanovic.
The economic expansion is likely to stay above trend levels as major central banks appear to prioritize sustaining the recovery over taming inflation, they wrote in a note to clients.
SEC says brokers enticed by payment for order flow are making trading into a game to lure investors
Wall Street's main regulator released its highly anticipated report on the GameStop mania on Monday. The SEC said online brokerages, enticed to increase revenue through payment for order flow, are turning stock-trading into a game in order to encourage activity from retail investors.
"Payment for order flow and the incentives it creates may cause broker-dealers to find novel ways to increase customer trading, including through the use of digital engagement practices," the agency said.
First bitcoin futures exchange-traded fund starts trading Tuesday
The first U.S. bitcoin futures exchange-traded fund launches on Tuesday, a milestone for the cryptocurrency industry. The ProShares ETF will provide exposure to bitcoin futures contracts — agreements to buy or sell the asset later for an agreed-upon price — rather than bitcoin itself. While there's strong demand for the new asset, financial advisors urge caution before adding bitcoin futures ETFs to portfolios.
Microsoft hits first record since August ahead of results
$微软(MSFT.US)$shares rose to their first all-time high in about two months on Monday, with the software company emerging as the first mega-cap stock to return to record levels after concerns over rising bond yields pressured the group in recent weeks. The stock rose 1% to $307.28, hitting its first intraday record since Aug. 20.
Rent the Runway targets valuation of up to $1.5 nillion in IPO
Rent the Runway Inc. is seeking a valuation of as much as $1.5 billion in its initial public offering next week, in what would cap a comeback for the clothing-rental business.
The New York company is aiming to sell shares at between $18 and $21 apiece for a fully diluted valuation of $1.24 billion to $1.46 billion, it said in a securities filing Monday. The roadshow for company management and their underwriters to pitch the shares to potential investors begins Tuesday and the shares are to start trading on the Nasdaq Stock Market next Wednesday.
State Street profit increases 29% on more assets, market gains
$道富银行(STT.US)$posted a better-than-expected quarterly profit, as market gains and new business wins lifted revenue. The custody bank’s shares were up 3% in midafternoon trading.
State Street's net income rose 29% to $714 million, or $1.96 a share, in the third quarter. Analysts polled by FactSet had predicted a $1.92 profit. Revenue climbed to $2.99 billion from $2.78 billion in the year-ago period. Analysts expected $2.96 billion.
No. 1 uranium miner backs physical fund in nod to robust demand
Kazatomprom, the world's largest uranium miner, is backing a new uranium fund that aims to invest in the radioactive metal used to power nuclear reactors.
Shares of uranium companies jumped Monday, lead by and $Cameco(CCJ.US)$, based in Saskatoon, Saskatchewan, rose as much as 8.5% in Toronto trading, while $Lakewood Exploration Inc(LWD.CA)$, Colorado-based Energy Fuels gained 9.1% in New York.
Source: Bloomberg, WSJ, CNBC

$AMC院线(AMC.US)$ 你太神奇了！