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网红股热潮消退,这只股票领跌

网红股热潮消退,这只股票领跌

Bailey Lipschultz, 彭博社 2022-08-25
Bed Bath & Beyond公司的股票连续三天下跌,市值蒸发了60%。

Bed Bath & Beyond公司的一家门店。图片来源:JOE RAEDLE/GETTY IMAGES

随着最受散户青睐的股票的坏消息纷至沓来,投资者纷纷抛售风险较高的资产,最新一轮网红股热潮正在加速消退。

Bed Bath & Beyond股价暴跌16%,目前已经连续三天下跌,市值蒸发了60%。此前有报道称,一些供应商在该公司拖欠货款后,开始限制或停止发货。彭博社(Bloomberg)追踪的一组37只网红股票也出现了下跌,这是它们连续第四次下跌,跌幅达到3.2%。

在此之前,由于人们越来越担心美联储(Federal Reserve)将大举收紧货币政策,股市在8月22日出现了大范围抛售。标准普尔500指数(S&P 500 Index)下跌2.1%,创下两个月来的最大单日跌幅,而以科技股为主的纳斯达克100指数(Nasdaq 100 Index)下跌2.7%,创下自6月28日以来的最大单日跌幅。

上周,家居用品零售商Bed Bath & Beyond的主要投资者瑞安·科恩透露,他将出售自己在该公司的股份,随后,网红股的抛售开始了。这位激进投资者此后抛售了所有持股,获得了6,810万美元的利润,导致该股在8月19日创下了有史以来的最大单日跌幅。

AJ Bell的分析师丹妮·休森说:“在通胀环境损害潜在消费者利益的情况下,零售商如何扭转局面是一个大问题。”

另一只热门网红股AMC Entertainment Holdings的股价波动较大,因为该公司的优先股于8月22日以股票代码“APE”上市。该公司的首席执行官亚当·阿隆于8月21日在推特(Twitter)上表示,此举将公司股票分成两个不同的部分,因此投资价值应该是这两项资产的组合,而不是与之前的股票价值相比。

AMC Entertainment股票上周下跌26%,是自2021年3月以来最糟糕的一周,而Bed Bath & Beyond则从8月17日的盘中高点下跌了近70%。网红股的典型代表GameStop Corp.在8月22日也陷入了抛售潮,股价下跌5.5%,至三周以来的最低水平。

网红股热潮不是偃旗息鼓就是步入消亡

Bed Bath & Beyond与Jaguar Health Inc.、Cenntro Electric Group Ltd .和Koss Corp.等股票一样,都是散户青睐的表现最差的股票,这些股票的跌幅都至少为7%。SmileDirectClub Inc.和Magic Empire Global等股票最近也导致零售交易活动下降。8月22日,这两家公司的股价均下跌约15%。

与此同时,Vanda Research的数据显示,散户投资者于8月16日创纪录地抢购了7,320万美元的Bed Bath & Beyond股票后,在过去三个交易日减少了该公司股票购买量。

散户投资者在8月22日的交易中表现活跃,AMC Entertainment、Bed Bath & Beyond和特斯拉(Tesla Inc.)都是在富达(Fidelity)的平台上被收购最多的资产。人们对这组股票的买盘明显超过了销售,热门即日交易员聊天室里的闲谈推高了这家电影院和家居用品零售商的前景。(财富中文网)

译者:中慧言-王芳

随着最受散户青睐的股票的坏消息纷至沓来,投资者纷纷抛售风险较高的资产,最新一轮网红股热潮正在加速消退。

Bed Bath & Beyond股价暴跌16%,目前已经连续三天下跌,市值蒸发了60%。此前有报道称,一些供应商在该公司拖欠货款后,开始限制或停止发货。彭博社(Bloomberg)追踪的一组37只网红股票也出现了下跌,这是它们连续第四次下跌,跌幅达到3.2%。

在此之前,由于人们越来越担心美联储(Federal Reserve)将大举收紧货币政策,股市在8月22日出现了大范围抛售。标准普尔500指数(S&P 500 Index)下跌2.1%,创下两个月来的最大单日跌幅,而以科技股为主的纳斯达克100指数(Nasdaq 100 Index)下跌2.7%,创下自6月28日以来的最大单日跌幅。

上周,家居用品零售商Bed Bath & Beyond的主要投资者瑞安·科恩透露,他将出售自己在该公司的股份,随后,网红股的抛售开始了。这位激进投资者此后抛售了所有持股,获得了6,810万美元的利润,导致该股在8月19日创下了有史以来的最大单日跌幅。

AJ Bell的分析师丹妮·休森说:“在通胀环境损害潜在消费者利益的情况下,零售商如何扭转局面是一个大问题。”

另一只热门网红股AMC Entertainment Holdings的股价波动较大,因为该公司的优先股于8月22日以股票代码“APE”上市。该公司的首席执行官亚当·阿隆于8月21日在推特(Twitter)上表示,此举将公司股票分成两个不同的部分,因此投资价值应该是这两项资产的组合,而不是与之前的股票价值相比。

AMC Entertainment股票上周下跌26%,是自2021年3月以来最糟糕的一周,而Bed Bath & Beyond则从8月17日的盘中高点下跌了近70%。网红股的典型代表GameStop Corp.在8月22日也陷入了抛售潮,股价下跌5.5%,至三周以来的最低水平。

网红股热潮不是偃旗息鼓就是步入消亡

Bed Bath & Beyond与Jaguar Health Inc.、Cenntro Electric Group Ltd .和Koss Corp.等股票一样,都是散户青睐的表现最差的股票,这些股票的跌幅都至少为7%。SmileDirectClub Inc.和Magic Empire Global等股票最近也导致零售交易活动下降。8月22日,这两家公司的股价均下跌约15%。

与此同时,Vanda Research的数据显示,散户投资者于8月16日创纪录地抢购了7,320万美元的Bed Bath & Beyond股票后,在过去三个交易日减少了该公司股票购买量。

散户投资者在8月22日的交易中表现活跃,AMC Entertainment、Bed Bath & Beyond和特斯拉(Tesla Inc.)都是在富达(Fidelity)的平台上被收购最多的资产。人们对这组股票的买盘明显超过了销售,热门即日交易员聊天室里的闲谈推高了这家电影院和家居用品零售商的前景。(财富中文网)

译者:中慧言-王芳

The unraveling of the latest meme stock frenzy is accelerating as bad news for one of the most popular retail-trader favorites piles up and investors dump riskier assets.

Bed Bath & Beyond tumbled 16%, marking a now three-day drop that’s erased 60% of its market value, after a report some suppliers were restricting or halting shipments altogether after the company fell behind on payments. The pain extended to a group of 37 meme stocks tracked by Bloomberg which dropped 3.2%, its fourth straight slide.

The retreat also follows a widespread stock market selloff on August 22 amid rising worries that the Federal Reserve would be committed to tighter monetary policies. The benchmark S&P 500 Index slumped 2.1% in its biggest single-day decline in two months while the tech-heavy Nasdaq 100 Index fell 2.7% for its worst day since June 28.

The selloff in meme stocks started last week after Bed Bath & Beyond’s top investor Ryan Cohen disclosed that he was selling his stake in the home goods retailer. The activist investor went on to sell his entire stake and pocketed $68.1 million in profits, triggering the stock’s biggest intraday percentage decline ever on August 19.

“There are big questions about how the retailer can turn things around when the inflationary environment is hurting their potential consumer,” said Danni Hewson, an analyst at AJ Bell.

Another meme-stock darling, AMC Entertainment Holdings, was volatile as its preferred stock made its debut on August 22 under the ticker “APE.” The move splits the stock into two different units, so the value of an AMC Entertainment investment should be the combination of the two assets and not compared to what previous AMC Entertainment shares were worth, the company’s chief executive Adam Aron tweeted on August 21.

AMC Entertainment’s 26% drop last week marked its worst one-week stretch since March 2021 while Bed Bath & Beyond crashed nearly 70% from an intraday high on August 17. Meme stock poster-child GameStop Corp. was caught in the selloff on August 22, dropping 5.5% to the lowest level in three weeks.

Meme-Stock Mania Is Either Just Resting or Dying. Tell Us Which

Bed Bath & Beyond was among the worst performing retail trader favorites alongside stocks like Jaguar Health Inc., Cenntro Electric Group Ltd, and Koss Corp., which each fell at least 7%. SmileDirectClub Inc. and Magic Empire Global were among other stocks to have recently inspired retail trading activity to fall. They each dropped roughly 15% in August 22’s session.

Meanwhile, data from Vanda Research showed that individual investors have reduced their Bed Bath & Beyond stock purchases over the last three sessions after having snapped up a record $73.2 million on August 16.

Retail investors were active in August 22’s trading with both classes of AMC Entertainment, Bed Bath & Beyond, and Tesla Inc. populating the most bought assets on Fidelity’s platform. Buying across the group of stocks markedly outpaced sales with chatter in popular day trader chatrooms pumping up the outlook for the movie theater and homes-good retailer.

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