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Alfred1007

Alfred1007

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2021-12-27

Looks like payment company need few more months to revivie fully

外媒头条：奥密克戎重挫航空旅行！周日数千个航班被取消

2021-12-21

First mover advantage applies here as well

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2021-12-21

Hope the treatment for other blood disorder such as thalassemia will have a breakthrough soon as well!

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2021-12-21

Should fall until after christmas, let's see next week!

Mega-cap growth stocks extended their fall from the previous session<blockquote>大型成长股较上一交易日跌幅扩大</blockquote>

2021-12-12

Stay invest!

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2021-12-12

Will we need to get covid 19 booster shot like what we do for seasonal flu?

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2021-12-11

Same fate with winter sea group

Grab shares dropped another 9% in morning trading<blockquote>Grab 股价在早盘交易中又下跌 9%</blockquote>

2021-12-11

Crowdstrike looks like a solid choice here

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2021-12-11

Wait till next week after Fed meeting then only decide what is the next step

Sea Ltd stock dropped more than 5% in morning trading<blockquote>Sea Ltd 股价早盘下跌超过 5%</blockquote>

2021-12-11

There is no real trust between two countries now..

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2021-12-11

Tapering and rising interest rate will come sooner I guess

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2021-12-09

Expect to ride roller coaster again

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2021-12-08

Not the Merck listes in US..

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2021-12-08

Stay invest...

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2021-12-07

Santa claus is coming to town..time to do some shopping!

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2021-12-06

Lost the magic touch? Let's observe few more quarters.

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2021-12-06

I guess we already get used to this...

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2021-12-04

HODL!

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2021-11-30

Bought some to keep!

Will This Beaten-Down Stock Bounce Back? 3 Things to Know<blockquote>这只遭受重创的股票会反弹吗？要知道的 3 件事</blockquote>

2021-11-25

In the future, without the internet we can literally do nothing...good or bad?

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去老虎APP查看更多动态

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like payment company need few more months to revivie fully","listText":"Looks like payment company need few more months to revivie fully","text":"Looks like payment company need few more months to revivie fully","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698743979","repostId":"2194177763","repostType":2,"repost":{"id":"2194177763","kind":"highlight","pubTimestamp":1640555213,"share":"https://www.laohunote.com/m/news/2194177763?lang=zh_CN&edition=full","pubTime":"2021-12-27 05:46","market":"us","language":"zh","title":"外媒头条：奥密克戎重挫航空旅行！周日数千个航班被取消","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177763","media":"市场资讯","summary":"　　周日，美国数百个航班和全球数千个航班被取消，原因是在今年最繁忙的一个周末，奥密克戎变种病毒导致机组人员患病。　　据提供航空数据的FlightAware称，截至周日中午，至少有一站在美国的750多个航班被取消，而全球航班的取消数字则是其10倍。　　周日的惨淡记录是在圣诞前夜和圣诞节期间全球数千次航班取消之后出现的。取消航班可能会打乱旅行计划，而此时许多人正乘飞机与家人共度圣诞假期。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、奥密克戎重挫航空旅行 周日全球数千个航班被取消</b>\n</blockquote>\n<blockquote>\n <b>2、疫情下世界各国收紧新年庆典防疫政策 多地取消活动</b>\n</blockquote>\n<blockquote>\n <b>3、福奇警告美国人不要对病毒掉以轻心 医院有可能被挤爆</b>\n</blockquote>\n<blockquote>\n <b>4、英国智库：世界经济规模预计在明年超过100万亿美元</b>\n</blockquote>\n<blockquote>\n <b>5、土耳其颁布新措施救市 里拉短时间内大幅度反弹</b>\n</blockquote>\n<blockquote>\n <b>6、<a href=\"https://laohu8.com/S/MA\">万事达</a>报告称假日销售飙升 电子商务获得巨大收益</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/c3ba1ba0a72a5c08f91ca9cb2fb61ccf\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p><b>奥密克戎重挫航空旅行 周日全球数千个航班被取消</b></p>\n<p>周日，美国数百个航班和全球数千个航班被取消，原因是在今年最繁忙的一个周末，奥密克戎变种病毒导致机组人员患病。</p>\n<p>据提供航空数据的FlightAware称，截至周日中午，至少有一站在美国的750多个航班被取消，而全球航班的取消数字则是其10倍。</p>\n<p>周日的惨淡记录是在圣诞前夜和圣诞节期间全球数千次航班取消之后出现的。取消航班可能会打乱旅行计划，而此时许多人正乘飞机与家人共度圣诞假期。在美国，这一传统今年似乎有所反弹：根据交通安全管理局（Transportation Security Administration）的数据，上周每天大约有200万人通过安检，而平安夜和圣诞节的人数几乎是去年的两倍。</p>\n<p><img src=\"https://static.tigerbbs.com/b4003025308bf64f066cd7aed5a06db1\" tg-width=\"550\" tg-height=\"291\" referrerpolicy=\"no-referrer\"></p>\n<p><b>疫情下世界各国收紧新年庆典防疫政策 多地取消活动</b></p>\n<p>由于新冠omicron变种的传播，世界各地的大城市正在取消他们的新年庆祝活动，而其他城市正在推进他们的计划。</p>\n<p>纽约市标志性的新年庆祝活动将如期举行，但市长比尔·德布拉<a href=\"https://laohu8.com/S/SIAL\">西奥</a>表示，由于奥密克戎变异病毒的传播，参加派对的人将不得不接受全面接种，戴上口罩，并采取社交疏远措施，活动因此将“缩减规模”。</p>\n<p>这位美国最大城市的市长解释说：“纽约人在过去的一年里取得了巨大的进步——我们在疫苗接种方面处于领先地位，我们已经安全地重新开放，每天我们都在努力为我们所有人建设一个恢复期．．．．．．有很多值得庆祝的事情，这些额外的安全措施将在新年来临之际让接种疫苗的人群保持安全和健康。”</p>\n<p>全球其他城市采取了不同的做法，有的完全取消了庆祝活动。</p>\n<p><img src=\"https://static.tigerbbs.com/c2abf615da9d23bee2f444dbfcb67f75\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p><b>福奇警告美国人不要对病毒掉以轻心 医院有可能被挤爆</b></p>\n<p>美国总统拜登的首席医学顾问福奇周日表示，尽管迹象表明omicron的症状可能不那么严重，但美国人仍应保持警惕，因为病患数量可能导致医院不堪重负。</p>\n<p>福奇在节目“This Week”上对记者Jonathan Karl说，“我们不希望看到大家掉以轻心，虽然omicron的病症不严重，但出现这么多新确诊病例可能抵消该因素”。</p>\n<p>来自苏格兰的初步数据显示，omicron“带来的住院风险比德尔塔低三分之二”，研究同时也表明，omicron导致二次感染新冠病毒的可能性是德尔塔的10倍左右。</p>\n<p>据报道，美国单日新增omicron感染病例已超过德尔塔病毒感染者，<a href=\"https://laohu8.com/S/AAL\">美国航空</a>企业在长周末假期取消了近1，900个航班，因为病例激增导致工作人员短缺。</p>\n<p><img src=\"https://static.tigerbbs.com/a5dc1c2269bd67acb592df752986ba66\" tg-width=\"550\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p>\n<p><b>英国智库：世界经济规模预计在明年超过100万亿美元</b></p>\n<p>根据一份预测，2022年世界经济规模势将首次超过100万亿美元，比先前预测的时间提早两年。</p>\n<p>总部位于英国伦敦的经济与商业研究中心（Centre for Economics and Business Research， CEBR）认为，全球国内生产总值（GDP）将受到疫情持续复苏的提振，不过如果通胀持续，决策者可能很难防止经济再度陷入衰退。</p>\n<p>“21世纪20年代的重要问题是全球经济体如何应对通胀，” CEBR副主席Douglas McWilliams表示。 “我们希望能用相对温和的调整来使得非暂时性因素得到控制。如果不这样，那么世界将需要为2023年或2024年的经济衰退做好准备。”</p>\n<p><img src=\"https://static.tigerbbs.com/4fd25fb23bbaab45631729cf6e09db84\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p>\n<p><b>土耳其颁布新措施救市 里拉短时间内大幅度反弹</b></p>\n<p>土耳其里拉本周走出一波大幅上涨行情，里拉对美元汇率由20日的18比1左右急速攀升至最高时的10比1左右，最终维持在11比1左右，涨幅逾40%，回到上月中下旬时的水平。</p>\n<p>近期，里拉汇率屡现剧烈波动行情。16日，里拉对美元汇率跌破15比1大关；17日，里拉对美元汇率跌破16和17两个整数关口；20日，里拉对美元汇率跌破18比1大关。本月以来，土耳其<a href=\"https://laohu8.com/S/CNBC\">中央银行</a>已经五次干预外汇市场。</p>\n<p>20日晚，土耳其总统埃尔多安宣布新救市措施，里拉汇率随即一转颓势，大幅上扬并逐渐企稳。救市措施包括一项新的金融替代方案，为本币储蓄因里拉贬值蒙受的损失提供补偿，以减少汇率波动对储户的影响。同时，政府将采取大幅提高个人养老金补贴等措施，以减轻民众生活成本压力。</p>\n<p><img src=\"https://static.tigerbbs.com/9e1d7eff89b4a5234ad828b7dca303d5\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>万事达报告称假日销售飙升 电子商务获得巨大收益</b></p>\n<p>根据万事达卡（Mastercard）周日发布的一份报告，与2019年的假日期间相比，美国本季度的零售额增长了近11%。2019年是新冠大流行颠覆全球经济的前一年。</p>\n<p>这份名为Mastercard SpendingPulse的报告显示，与去年相比，在11月1日至12月24日的假日期间，零售销售额增长了8.5%。这些数据不包括汽车销售。</p>\n<p>与去年相比，实体店的销售额增长了8.1%，电子商务销售额增长了11%。与2019年相比，在新冠肺炎疫情导致网上订单激增之前，电子商务销售额增长了61%以上。</p>\n<p>根据万事达卡的报告，今年网上销售占零售总额的20.9%。2019年，在线销售仅占所有零售销售的14.6%，突显出疫情如何加速了向电子商务的转变。</p>\n<p>万事达卡高级顾问史蒂夫·萨多夫在一份声明中表示，许多美国人今年提前完成了圣诞购物。他说：“购物者急于在零售热潮到来之前确保自己的礼物，对供应链和劳动力供应问题的讨论让消费者成群结队地来到网上和商店（进行消费）。”</p>","source":"sina_us","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>外媒头条：奥密克戎重挫航空旅行！周日数千个航班被取消</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{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条：奥密克戎重挫航空旅行！周日数千个航班被取消\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 05:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-27/doc-ikyakumx6577426.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、奥密克戎重挫航空旅行 周日全球数千个航班被取消\n\n\n2、疫情下世界各国收紧新年庆典防疫政策 多地取消活动\n\n\n3、福奇警告美国人不要对病毒掉以轻心 医院有可能被挤爆\n\n\n4、英国智库：世界经济规模预计在明年超过100万亿美元\n\n\n5、土耳其颁布新措施救市 里拉短时间内大幅度反弹\n\n\n6、万事达报告称假日销售飙升 电子商务获得巨大收益\n\n\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-27/doc-ikyakumx6577426.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c2abf615da9d23bee2f444dbfcb67f75","relate_stocks":{"BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4566":"资本集团","MA":"万事达",".DJI":"道琼斯","BK4213":"石油与天然气的勘探与生产",".IXIC":"NASDAQ Composite","BK4548":"巴美列捷福持仓","BK4106":"数据处理与外包服务","BK4535":"淡马锡持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","GDP":"古德里奇",".SPX":"S&P 500 Index"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-27/doc-ikyakumx6577426.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177763","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、奥密克戎重挫航空旅行 周日全球数千个航班被取消\n\n\n2、疫情下世界各国收紧新年庆典防疫政策 多地取消活动\n\n\n3、福奇警告美国人不要对病毒掉以轻心 医院有可能被挤爆\n\n\n4、英国智库：世界经济规模预计在明年超过100万亿美元\n\n\n5、土耳其颁布新措施救市 里拉短时间内大幅度反弹\n\n\n6、万事达报告称假日销售飙升 电子商务获得巨大收益\n\n\n奥密克戎重挫航空旅行 周日全球数千个航班被取消\n周日，美国数百个航班和全球数千个航班被取消，原因是在今年最繁忙的一个周末，奥密克戎变种病毒导致机组人员患病。\n据提供航空数据的FlightAware称，截至周日中午，至少有一站在美国的750多个航班被取消，而全球航班的取消数字则是其10倍。\n周日的惨淡记录是在圣诞前夜和圣诞节期间全球数千次航班取消之后出现的。取消航班可能会打乱旅行计划，而此时许多人正乘飞机与家人共度圣诞假期。在美国，这一传统今年似乎有所反弹：根据交通安全管理局（Transportation Security Administration）的数据，上周每天大约有200万人通过安检，而平安夜和圣诞节的人数几乎是去年的两倍。\n\n疫情下世界各国收紧新年庆典防疫政策 多地取消活动\n由于新冠omicron变种的传播，世界各地的大城市正在取消他们的新年庆祝活动，而其他城市正在推进他们的计划。\n纽约市标志性的新年庆祝活动将如期举行，但市长比尔·德布拉西奥表示，由于奥密克戎变异病毒的传播，参加派对的人将不得不接受全面接种，戴上口罩，并采取社交疏远措施，活动因此将“缩减规模”。\n这位美国最大城市的市长解释说：“纽约人在过去的一年里取得了巨大的进步——我们在疫苗接种方面处于领先地位，我们已经安全地重新开放，每天我们都在努力为我们所有人建设一个恢复期．．．．．．有很多值得庆祝的事情，这些额外的安全措施将在新年来临之际让接种疫苗的人群保持安全和健康。”\n全球其他城市采取了不同的做法，有的完全取消了庆祝活动。\n\n福奇警告美国人不要对病毒掉以轻心 医院有可能被挤爆\n美国总统拜登的首席医学顾问福奇周日表示，尽管迹象表明omicron的症状可能不那么严重，但美国人仍应保持警惕，因为病患数量可能导致医院不堪重负。\n福奇在节目“This Week”上对记者Jonathan Karl说，“我们不希望看到大家掉以轻心，虽然omicron的病症不严重，但出现这么多新确诊病例可能抵消该因素”。\n来自苏格兰的初步数据显示，omicron“带来的住院风险比德尔塔低三分之二”，研究同时也表明，omicron导致二次感染新冠病毒的可能性是德尔塔的10倍左右。\n据报道，美国单日新增omicron感染病例已超过德尔塔病毒感染者，美国航空企业在长周末假期取消了近1，900个航班，因为病例激增导致工作人员短缺。\n\n英国智库：世界经济规模预计在明年超过100万亿美元\n根据一份预测，2022年世界经济规模势将首次超过100万亿美元，比先前预测的时间提早两年。\n总部位于英国伦敦的经济与商业研究中心（Centre for Economics and Business Research， CEBR）认为，全球国内生产总值（GDP）将受到疫情持续复苏的提振，不过如果通胀持续，决策者可能很难防止经济再度陷入衰退。\n“21世纪20年代的重要问题是全球经济体如何应对通胀，” CEBR副主席Douglas McWilliams表示。 “我们希望能用相对温和的调整来使得非暂时性因素得到控制。如果不这样，那么世界将需要为2023年或2024年的经济衰退做好准备。”\n\n土耳其颁布新措施救市 里拉短时间内大幅度反弹\n土耳其里拉本周走出一波大幅上涨行情，里拉对美元汇率由20日的18比1左右急速攀升至最高时的10比1左右，最终维持在11比1左右，涨幅逾40%，回到上月中下旬时的水平。\n近期，里拉汇率屡现剧烈波动行情。16日，里拉对美元汇率跌破15比1大关；17日，里拉对美元汇率跌破16和17两个整数关口；20日，里拉对美元汇率跌破18比1大关。本月以来，土耳其中央银行已经五次干预外汇市场。\n20日晚，土耳其总统埃尔多安宣布新救市措施，里拉汇率随即一转颓势，大幅上扬并逐渐企稳。救市措施包括一项新的金融替代方案，为本币储蓄因里拉贬值蒙受的损失提供补偿，以减少汇率波动对储户的影响。同时，政府将采取大幅提高个人养老金补贴等措施，以减轻民众生活成本压力。\n\n万事达报告称假日销售飙升 电子商务获得巨大收益\n根据万事达卡（Mastercard）周日发布的一份报告，与2019年的假日期间相比，美国本季度的零售额增长了近11%。2019年是新冠大流行颠覆全球经济的前一年。\n这份名为Mastercard SpendingPulse的报告显示，与去年相比，在11月1日至12月24日的假日期间，零售销售额增长了8.5%。这些数据不包括汽车销售。\n与去年相比，实体店的销售额增长了8.1%，电子商务销售额增长了11%。与2019年相比，在新冠肺炎疫情导致网上订单激增之前，电子商务销售额增长了61%以上。\n根据万事达卡的报告，今年网上销售占零售总额的20.9%。2019年，在线销售仅占所有零售销售的14.6%，突显出疫情如何加速了向电子商务的转变。\n万事达卡高级顾问史蒂夫·萨多夫在一份声明中表示，许多美国人今年提前完成了圣诞购物。他说：“购物者急于在零售热潮到来之前确保自己的礼物，对供应链和劳动力供应问题的讨论让消费者成群结队地来到网上和商店（进行消费）。”","news_type":1,"symbols_score_info":{".SPX":0,".IXIC":0,"MA":0,".DJI":0,"GDP":0}},"isVote":1,"tweetType":1,"viewCount":4376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693539490,"gmtCreate":1640048021439,"gmtModify":1640048022160,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"themes":[],"title":"","htmlText":"First mover advantage applies here as well","listText":"First mover advantage applies here as well","text":"First mover advantage applies here as well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693539490","repostId":"1167477980","repostType":4,"isVote":1,"tweetType":1,"viewCount":3557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693597202,"gmtCreate":1640047790727,"gmtModify":1640053178478,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"themes":[],"title":"","htmlText":"Hope the treatment for other blood disorder&nbsp; such as&nbsp;thalassemia will have a breakthrough soon as well!","listText":"Hope the treatment for other blood disorder&nbsp; such as&nbsp;thalassemia will have a breakthrough soon as well!","text":"Hope the treatment for other blood disorder such as thalassemia will have a breakthrough soon as well!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693597202","repostId":"1110189962","repostType":4,"isVote":1,"tweetType":1,"viewCount":4134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693594028,"gmtCreate":1640047667325,"gmtModify":1640047668047,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"themes":[],"title":"","htmlText":"Should fall until after christmas, let's see next week!","listText":"Should fall until after christmas, let's see next week!","text":"Should fall until after christmas, let's see next week!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693594028","repostId":"1115322314","repostType":4,"repost":{"id":"1115322314","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640011665,"share":"https://www.laohunote.com/m/news/1115322314?lang=zh_CN&edition=full","pubTime":"2021-12-20 22:47","market":"us","language":"en","title":"Mega-cap growth stocks extended their fall from the previous session<blockquote>大型成长股较上一交易日跌幅扩大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115322314","media":"Tiger Newspress","summary":"Mega-cap growth stocks extended their fall from the previous session, with Apple, Meta Platforms and","content":"<p>Mega-cap growth stocks extended their fall from the previous session, with&nbsp;Apple, Meta Platforms&nbsp;and Microsoft Corp&nbsp;down between 1% and 3%.</p><p><blockquote>大型成长股延续了前一交易日的跌幅，苹果、Meta Platforms 和微软公司下跌 1% 至 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bcbe2eb85bd02485d4f915039e5a7c33\" tg-width=\"709\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Mega-cap growth stocks extended their fall from the previous session<blockquote>大型成长股较上一交易日跌幅扩大</blockquote></title>\n<style 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}\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\">\nMega-cap growth stocks extended their fall from the previous session<blockquote>大型成长股较上一交易日跌幅扩大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-20 22:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Mega-cap growth stocks extended their fall from the previous session, with&nbsp;Apple, Meta Platforms&nbsp;and Microsoft Corp&nbsp;down between 1% and 3%.</p><p><blockquote>大型成长股延续了前一交易日的跌幅，苹果、Meta Platforms 和微软公司下跌 1% 至 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bcbe2eb85bd02485d4f915039e5a7c33\" tg-width=\"709\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","FB":"ProShares S&P 500 Dynamic Buffer ETF","AAPL":"苹果","MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115322314","content_text":"Mega-cap growth stocks extended their fall from the previous session, with Apple, Meta Platforms and Microsoft Corp down between 1% and 3%.","news_type":1,"symbols_score_info":{"FB":0.9,"AAPL":0.9,"MSFT":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604998302,"gmtCreate":1639298384896,"gmtModify":1639298385556,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"themes":[],"title":"","htmlText":"Stay invest!&nbsp;","listText":"Stay invest!&nbsp;","text":"Stay invest!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604998302","repostId":"2190671759","repostType":2,"isVote":1,"tweetType":1,"viewCount":3385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604991842,"gmtCreate":1639298215010,"gmtModify":1639298960595,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"themes":[],"title":"","htmlText":"Will we need to get covid 19 booster shot like what we do for seasonal flu?","listText":"Will we need to get covid 19 booster shot like what we do for seasonal flu?","text":"Will we need to get covid 19 booster shot like what we do for seasonal flu?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604991842","repostId":"2190674843","repostType":2,"isVote":1,"tweetType":1,"viewCount":3852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605516242,"gmtCreate":1639189833090,"gmtModify":1639190173073,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"themes":[],"title":"","htmlText":"Same fate with winter sea group","listText":"Same fate with winter sea group","text":"Same fate with winter sea group","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605516242","repostId":"1134450838","repostType":4,"repost":{"id":"1134450838","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639148939,"share":"https://www.laohunote.com/m/news/1134450838?lang=zh_CN&edition=full","pubTime":"2021-12-10 23:08","market":"us","language":"en","title":"Grab shares dropped another 9% in morning trading<blockquote>Grab 股价在早盘交易中又下跌 9%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134450838","media":"Tiger Newspress","summary":"Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.","content":"<p>Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.</p><p><blockquote>继昨天下跌超过 9% 后，Grab 股价在早盘交易中又下跌 9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/963eb8dd73ce8daa0d852d63f0bcc276\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab shares dropped another 9% in morning trading<blockquote>Grab 股价在早盘交易中又下跌 9%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab shares dropped another 9% in morning trading<blockquote>Grab 股价在早盘交易中又下跌 9%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 23:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.</p><p><blockquote>继昨天下跌超过 9% 后，Grab 股价在早盘交易中又下跌 9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/963eb8dd73ce8daa0d852d63f0bcc276\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134450838","content_text":"Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":4391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605511062,"gmtCreate":1639189567159,"gmtModify":1639190162127,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"themes":[],"title":"","htmlText":"Crowdstrike looks like a solid choice here","listText":"Crowdstrike looks like a solid choice here","text":"Crowdstrike looks like a solid choice here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605511062","repostId":"2190296066","repostType":4,"isVote":1,"tweetType":1,"viewCount":3640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605519516,"gmtCreate":1639189464463,"gmtModify":1639189872017,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"themes":[],"title":"","htmlText":"Wait till next week after Fed meeting then only decide what is the next step","listText":"Wait till next week after Fed meeting then only decide what is the next step","text":"Wait till next week after Fed meeting then only decide what is the next step","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605519516","repostId":"1133027099","repostType":4,"repost":{"id":"1133027099","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639152670,"share":"https://www.laohunote.com/m/news/1133027099?lang=zh_CN&edition=full","pubTime":"2021-12-11 00:11","market":"us","language":"en","title":"Sea Ltd stock dropped more than 5% in morning trading<blockquote>Sea Ltd 股价早盘下跌超过 5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133027099","media":"Tiger Newspress","summary":"Sea Ltd stock dropped more than 5% in morning trading.","content":"<p>Sea Ltd stock dropped more than 5% in morning trading.</p><p><blockquote>Sea Ltd 股价在早盘交易中下跌超过 5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f6295277426435ac2c7135ba73dfbdef\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Ltd stock dropped more than 5% in morning trading<blockquote>Sea Ltd 股价早盘下跌超过 5%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Ltd stock dropped more than 5% in morning trading<blockquote>Sea Ltd 股价早盘下跌超过 5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-11 00:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Sea Ltd stock dropped more than 5% in morning trading.</p><p><blockquote>Sea Ltd 股价在早盘交易中下跌超过 5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f6295277426435ac2c7135ba73dfbdef\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133027099","content_text":"Sea Ltd stock dropped more than 5% in morning trading.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":3685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605537663,"gmtCreate":1639189213268,"gmtModify":1639189213970,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"themes":[],"title":"","htmlText":"There is no real trust between two countries now..","listText":"There is no real trust between two countries now..","text":"There is no real trust between two countries now..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605537663","repostId":"2190275356","repostType":4,"isVote":1,"tweetType":1,"viewCount":4221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605534085,"gmtCreate":1639188985261,"gmtModify":1639188985987,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"themes":[],"title":"","htmlText":"Tapering and rising interest rate will come sooner I guess","listText":"Tapering and rising interest rate will come sooner I guess","text":"Tapering and rising interest rate will come sooner I guess","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605534085","repostId":"2190767366","repostType":4,"isVote":1,"tweetType":1,"viewCount":1354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602879580,"gmtCreate":1639010340083,"gmtModify":1639010340700,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"themes":[],"title":"","htmlText":"Expect to ride roller coaster again","listText":"Expect to ride roller coaster again","text":"Expect to ride roller coaster again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602879580","repostId":"2190269318","repostType":2,"isVote":1,"tweetType":1,"viewCount":1460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602352137,"gmtCreate":1638975537286,"gmtModify":1638975537886,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"themes":[],"title":"","htmlText":"Not the Merck listes in US..","listText":"Not the Merck listes in US..","text":"Not the Merck listes in US..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602352137","repostId":"2189662864","repostType":2,"isVote":1,"tweetType":1,"viewCount":1444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602358922,"gmtCreate":1638975288076,"gmtModify":1638975288674,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"themes":[],"title":"","htmlText":"Stay invest...","listText":"Stay invest...","text":"Stay invest...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602358922","repostId":"2189163737","repostType":4,"isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606366281,"gmtCreate":1638836060644,"gmtModify":1638836061265,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"themes":[],"title":"","htmlText":"Santa claus is coming to town..time to do some shopping!","listText":"Santa claus is coming to town..time to do some shopping!","text":"Santa claus is coming to town..time to do some shopping!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606366281","repostId":"1109373311","repostType":4,"isVote":1,"tweetType":1,"viewCount":1512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608221459,"gmtCreate":1638750830151,"gmtModify":1638750830460,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"themes":[],"title":"","htmlText":"Lost the magic&nbsp;touch? Let's observe few more quarters.","listText":"Lost the magic&nbsp;touch? Let's observe few more quarters.","text":"Lost the magic touch? Let's observe few more quarters.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608221459","repostId":"2189957413","repostType":2,"isVote":1,"tweetType":1,"viewCount":1664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608264992,"gmtCreate":1638750268356,"gmtModify":1638750268659,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"themes":[],"title":"","htmlText":"I guess we already get used to this...","listText":"I guess we already get used to this...","text":"I guess we already get used to this...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608264992","repostId":"2188576467","repostType":2,"isVote":1,"tweetType":1,"viewCount":1537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608320359,"gmtCreate":1638630586548,"gmtModify":1638630586891,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"themes":[],"title":"","htmlText":"HODL!","listText":"HODL!","text":"HODL!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608320359","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":1573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609960471,"gmtCreate":1638232074868,"gmtModify":1638232750092,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"themes":[],"title":"","htmlText":"Bought some to keep!","listText":"Bought some to keep!","text":"Bought some to keep!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609960471","repostId":"1195739083","repostType":4,"repost":{"id":"1195739083","kind":"news","pubTimestamp":1638184010,"share":"https://www.laohunote.com/m/news/1195739083?lang=zh_CN&edition=full","pubTime":"2021-11-29 19:06","market":"us","language":"en","title":"Will This Beaten-Down Stock Bounce Back? 3 Things to Know<blockquote>这只遭受重创的股票会反弹吗？要知道的 3 件事</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195739083","media":"Motley Fool","summary":"All the elements are in place for a rebound.","content":"<p><b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX)&nbsp;has given more than one investor a headache over the past year. The company's shares have suffered ever since the company announced the failure of two candidates -- one in October 2020 and one this spring -- in clinical trials. They've dropped more than 30% since the first failure. Investors worry that Vertex is struggling to expand beyond its core portfolio of cystic fibrosis (CF) treatments.</p><p><blockquote><b>顶点制药</b>（纳斯达克股票代码：VRTX）在过去的一年里让不止一位投资者头疼。自该公司宣布两名候选人（一名在 2020 年 10 月，一名在今年春天）在临床试验中失败以来，该公司的股价一直受到影响。自第一次失败以来，它们已经下跌了30%以上。投资者担心 Vertex 正在努力扩展到其囊性纤维化 (CF) 治疗核心产品组合之外。</blockquote></p><p> Considering the time Vertex shares have spent in the doldrums, you may be getting a little impatient. In fact, you may be wondering: Will this beaten-down stock ever will recover? Before answering, here are three things to know.</p><p><blockquote>考虑到顶点股票在低迷中度过的时间，你可能会有点不耐烦。事实上，您可能想知道：这只遭受重创的股票会复苏吗？在回答之前，这里有三件事需要了解。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35efdfa23680ecdc2c35cfd21dcba413\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. CF may bring in billions for a long while</b></p><p><blockquote><b>1. CF可能在很长一段时间内带来数十亿的收入</b></blockquote></p><p> As I mentioned, investors' one big concern right now is about Vertex's ability to develop drugs beyond its core program. That's understandable. But it's important to put the concern into perspective. Let's consider the revenue CF treatments generate for Vertex, its market share, and how long it's likely to maintain its position in the market.</p><p><blockquote>正如我提到的，投资者目前最大的担忧是 Vertex 开发核心项目之外药物的能力。这是可以理解的。但重要的是要正确看待这个问题。让我们考虑一下 CF 治疗为 Vertex 带来的收入、其市场份额以及它可能保持其市场地位多长时间。</blockquote></p><p> CF treatments generate billions in revenue and profit for Vertex.</p><p><blockquote>CF 治疗为 Vertex 带来了数十亿美元的收入和利润。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a492d9390c7d692f0b6b85ff9388d6f\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>VRTX Net Income (Annual) data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts 提供的 VRTX 净利润（年度）数据</span></p></blockquote></p><p> The company is the global CF treatment market leader. In fact, the only up-and-coming treatment that may threaten its latest blockbuster Trikafta is another candidate in Vertex's pipeline. The company recently launched a phase 3 trial of that candidate. And Vertex said last year that it expects to maintain market leadership until at least the late 2030s.</p><p><blockquote>该公司是全球 CF 治疗市场的领导者。事实上，唯一可能威胁其最新大片 Trikafta 的新兴疗法是 Vertex 管道中的另一个候选疗法。该公司最近启动了该候选人的第三阶段试验。Vertex 去年表示，预计至少到 2030 年代末将保持市场领先地位。</blockquote></p><p> All of this means that Vertex isn't about to see revenue fall any time soon. So, if it takes Vertex time to reach commercialization with non-CF programs, that's OK.</p><p><blockquote>所有这些都意味着 Vertex 的收入不会很快下降。因此，如果非CF程序需要顶点时间来实现商业化，那也没关系。</blockquote></p><p> 2. Two pipeline candidates could be gamechangers</p><p><blockquote>2. 两个管道候选者可能会改变游戏规则</blockquote></p><p> Vertex is making progress in several areas beyond CF. The company is studying candidates in seven other treatment areas. Two candidates in particular have caught my eye: a treatment for blood disorders and a therapy for type 1 diabetes (T1D).</p><p><blockquote>Vertex正在CF以外的几个领域取得进展。该公司正在研究其他七个治疗领域的候选人。有两个候选药物特别引起了我的注意：一种治疗血液疾病的药物和一种治疗1型糖尿病（T1D）的药物。</blockquote></p><p> Let's start with CTX001 for blood disorders. The company has reported positive trial results in both beta thalassemia and sickle cell disease. If all continues to go well, Vertex and partner&nbsp;<b>CRISPR Therapeutics</b>&nbsp;plan to file for regulatory approval by the end of next year. The potential product could be a gamechanger because it is a designed as a one-time curative&nbsp;treatment. Today, treatment options for these disorders are limited.</p><p><blockquote>先从治疗血液疾病的CTX001说起。该公司报告了β地中海贫血和镰状细胞病的积极试验结果。如果一切顺利，Vertex和partner<b>CRISPR 疗法</b>计划明年底前申请监管部门审批。这种潜在的产品可能会改变游戏规则，因为它被设计为一次性治疗。如今，这些疾病的治疗选择有限。</blockquote></p><p> Farther down the road, Vertex's T1D candidate could become another key product. Treatment options for T1D pretty much boil down to administering insulin. Vertex's candidate is a stem-cell derived therapy that is meant to actually restore the body's ability to produce insulin. It did so in the first patient in a phase 1/2 trial.</p><p><blockquote>未来，Vertex 的 T1D 候选产品可能会成为另一款关键产品。T1D的治疗方案几乎可以归结为注射胰岛素。Vertex 的候选药物是一种干细胞衍生疗法，旨在实际恢复人体产生胰岛素的能力。它在1/2期试验的第一个患者中做到了这一点。</blockquote></p><p> Both of these potential products could be significant for Vertex -- and add billions to revenue.</p><p><blockquote>这两种潜在产品对 Vertex 来说都意义重大，并增加数十亿美元的收入。</blockquote></p><p> <b>3. At today's level, Vertex is a bargain</b></p><p><blockquote><b>3. 以今天的水平来看，Vertex 很划算</b></blockquote></p><p> Vertex is trading at its lowest in relation to forward earnings estimates since at least the start of last year.</p><p><blockquote>Vertex 的交易价格相对于远期盈利预期处于至少自去年年初以来的最低水平。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a33e676553135e9cc6a3fe0e0123498\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>VRTX PE Ratio (Forward) data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts 提供的 VRTX 市盈率（远期）数据</span></p></blockquote></p><p> This looks like a bargain considering the strength of Vertex's CF portfolio and the company's potential products on the horizon. In the worst scenario, Vertex may continue to bring in billions of dollars in revenue from the CF program -- but take a while to bring a non-CF product to market. In the best scenario, Vertex could generate revenue from a non-CF blockbuster -- CXT001 -- as early as in 2023. This is considering a late 2022 regulatory filing and six to 10 months review time. And that's on top of CF product revenue growth.</p><p><blockquote>考虑到 Vertex 的 CF 产品组合的实力以及该公司即将推出的潜在产品，这看起来很划算。在最坏的情况下，Vertex 可能会继续从 CF 项目中带来数十亿美元的收入，但需要一段时间才能将非 CF 产品推向市场。在最好的情况下，Vertex 最早可以在 2023 年从非 CF 大片 CXT001 中产生收入。这是在考虑2022年底的监管备案和6到10个月的审查时间。这还不包括 CF 产品收入的增长。</blockquote></p><p> In either case, Vertex today is looking inexpensive.</p><p><blockquote>无论哪种情况，Vertex 今天看起来都很便宜。</blockquote></p><p> <b>So, will Vertex bounce back?</b></p><p><blockquote><b>那么，顶点会反弹吗？</b></blockquote></p><p> Of course, no one can say for sure if Vertex shares will climb. But the company has the elements necessary for a rebound -- and eventual gains. I'm talking about blockbuster revenue and market leadership well into the future, and&nbsp;promising candidates&nbsp;in the pipeline. These factors are key to driving a biotech stock higher over time.</p><p><blockquote>当然，没有人能确定顶点股价是否会上涨。但该公司拥有反弹和最终收益所需的要素。我说的是未来的巨额收入和市场领导地位，以及正在酝酿中的有前途的候选人。这些因素是推动生物技术股票随着时间的推移而走高的关键。</blockquote></p><p> I'm not expecting Vertex's rebound to happen overnight. The clinical trial failures seriously shook investor confidence. But if Vertex announces more and more&nbsp;positive news&nbsp;from its blood disorders and T1D programs, it has a strong chance of winning that confidence back.</p><p><blockquote>我预计 Vertex 的反弹不会在一夜之间发生。临床试验失败严重动摇了投资者的信心。但如果 Vertex 宣布其血液疾病和 T1D 项目越来越多的积极消息，它就有很大的机会赢回这种信心。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will This Beaten-Down Stock Bounce Back? 3 Things to Know<blockquote>这只遭受重创的股票会反弹吗？要知道的 3 件事</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill This Beaten-Down Stock Bounce Back? 3 Things to Know<blockquote>这只遭受重创的股票会反弹吗？要知道的 3 件事</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-29 19:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX)&nbsp;has given more than one investor a headache over the past year. The company's shares have suffered ever since the company announced the failure of two candidates -- one in October 2020 and one this spring -- in clinical trials. They've dropped more than 30% since the first failure. Investors worry that Vertex is struggling to expand beyond its core portfolio of cystic fibrosis (CF) treatments.</p><p><blockquote><b>顶点制药</b>（纳斯达克股票代码：VRTX）在过去的一年里让不止一位投资者头疼。自该公司宣布两名候选人（一名在 2020 年 10 月，一名在今年春天）在临床试验中失败以来，该公司的股价一直受到影响。自第一次失败以来，它们已经下跌了30%以上。投资者担心 Vertex 正在努力扩展到其囊性纤维化 (CF) 治疗核心产品组合之外。</blockquote></p><p> Considering the time Vertex shares have spent in the doldrums, you may be getting a little impatient. In fact, you may be wondering: Will this beaten-down stock ever will recover? Before answering, here are three things to know.</p><p><blockquote>考虑到顶点股票在低迷中度过的时间，你可能会有点不耐烦。事实上，您可能想知道：这只遭受重创的股票会复苏吗？在回答之前，这里有三件事需要了解。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35efdfa23680ecdc2c35cfd21dcba413\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. CF may bring in billions for a long while</b></p><p><blockquote><b>1. CF可能在很长一段时间内带来数十亿的收入</b></blockquote></p><p> As I mentioned, investors' one big concern right now is about Vertex's ability to develop drugs beyond its core program. That's understandable. But it's important to put the concern into perspective. Let's consider the revenue CF treatments generate for Vertex, its market share, and how long it's likely to maintain its position in the market.</p><p><blockquote>正如我提到的，投资者目前最大的担忧是 Vertex 开发核心项目之外药物的能力。这是可以理解的。但重要的是要正确看待这个问题。让我们考虑一下 CF 治疗为 Vertex 带来的收入、其市场份额以及它可能保持其市场地位多长时间。</blockquote></p><p> CF treatments generate billions in revenue and profit for Vertex.</p><p><blockquote>CF 治疗为 Vertex 带来了数十亿美元的收入和利润。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a492d9390c7d692f0b6b85ff9388d6f\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>VRTX Net Income (Annual) data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts 提供的 VRTX 净利润（年度）数据</span></p></blockquote></p><p> The company is the global CF treatment market leader. In fact, the only up-and-coming treatment that may threaten its latest blockbuster Trikafta is another candidate in Vertex's pipeline. The company recently launched a phase 3 trial of that candidate. And Vertex said last year that it expects to maintain market leadership until at least the late 2030s.</p><p><blockquote>该公司是全球 CF 治疗市场的领导者。事实上，唯一可能威胁其最新大片 Trikafta 的新兴疗法是 Vertex 管道中的另一个候选疗法。该公司最近启动了该候选人的第三阶段试验。Vertex 去年表示，预计至少到 2030 年代末将保持市场领先地位。</blockquote></p><p> All of this means that Vertex isn't about to see revenue fall any time soon. So, if it takes Vertex time to reach commercialization with non-CF programs, that's OK.</p><p><blockquote>所有这些都意味着 Vertex 的收入不会很快下降。因此，如果非CF程序需要顶点时间来实现商业化，那也没关系。</blockquote></p><p> 2. Two pipeline candidates could be gamechangers</p><p><blockquote>2. 两个管道候选者可能会改变游戏规则</blockquote></p><p> Vertex is making progress in several areas beyond CF. The company is studying candidates in seven other treatment areas. Two candidates in particular have caught my eye: a treatment for blood disorders and a therapy for type 1 diabetes (T1D).</p><p><blockquote>Vertex正在CF以外的几个领域取得进展。该公司正在研究其他七个治疗领域的候选人。有两个候选药物特别引起了我的注意：一种治疗血液疾病的药物和一种治疗1型糖尿病（T1D）的药物。</blockquote></p><p> Let's start with CTX001 for blood disorders. The company has reported positive trial results in both beta thalassemia and sickle cell disease. If all continues to go well, Vertex and partner&nbsp;<b>CRISPR Therapeutics</b>&nbsp;plan to file for regulatory approval by the end of next year. The potential product could be a gamechanger because it is a designed as a one-time curative&nbsp;treatment. Today, treatment options for these disorders are limited.</p><p><blockquote>先从治疗血液疾病的CTX001说起。该公司报告了β地中海贫血和镰状细胞病的积极试验结果。如果一切顺利，Vertex和partner<b>CRISPR 疗法</b>计划明年底前申请监管部门审批。这种潜在的产品可能会改变游戏规则，因为它被设计为一次性治疗。如今，这些疾病的治疗选择有限。</blockquote></p><p> Farther down the road, Vertex's T1D candidate could become another key product. Treatment options for T1D pretty much boil down to administering insulin. Vertex's candidate is a stem-cell derived therapy that is meant to actually restore the body's ability to produce insulin. It did so in the first patient in a phase 1/2 trial.</p><p><blockquote>未来，Vertex 的 T1D 候选产品可能会成为另一款关键产品。T1D的治疗方案几乎可以归结为注射胰岛素。Vertex 的候选药物是一种干细胞衍生疗法，旨在实际恢复人体产生胰岛素的能力。它在1/2期试验的第一个患者中做到了这一点。</blockquote></p><p> Both of these potential products could be significant for Vertex -- and add billions to revenue.</p><p><blockquote>这两种潜在产品对 Vertex 来说都意义重大，并增加数十亿美元的收入。</blockquote></p><p> <b>3. At today's level, Vertex is a bargain</b></p><p><blockquote><b>3. 以今天的水平来看，Vertex 很划算</b></blockquote></p><p> Vertex is trading at its lowest in relation to forward earnings estimates since at least the start of last year.</p><p><blockquote>Vertex 的交易价格相对于远期盈利预期处于至少自去年年初以来的最低水平。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a33e676553135e9cc6a3fe0e0123498\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>VRTX PE Ratio (Forward) data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts 提供的 VRTX 市盈率（远期）数据</span></p></blockquote></p><p> This looks like a bargain considering the strength of Vertex's CF portfolio and the company's potential products on the horizon. In the worst scenario, Vertex may continue to bring in billions of dollars in revenue from the CF program -- but take a while to bring a non-CF product to market. In the best scenario, Vertex could generate revenue from a non-CF blockbuster -- CXT001 -- as early as in 2023. This is considering a late 2022 regulatory filing and six to 10 months review time. And that's on top of CF product revenue growth.</p><p><blockquote>考虑到 Vertex 的 CF 产品组合的实力以及该公司即将推出的潜在产品，这看起来很划算。在最坏的情况下，Vertex 可能会继续从 CF 项目中带来数十亿美元的收入，但需要一段时间才能将非 CF 产品推向市场。在最好的情况下，Vertex 最早可以在 2023 年从非 CF 大片 CXT001 中产生收入。这是在考虑2022年底的监管备案和6到10个月的审查时间。这还不包括 CF 产品收入的增长。</blockquote></p><p> In either case, Vertex today is looking inexpensive.</p><p><blockquote>无论哪种情况，Vertex 今天看起来都很便宜。</blockquote></p><p> <b>So, will Vertex bounce back?</b></p><p><blockquote><b>那么，顶点会反弹吗？</b></blockquote></p><p> Of course, no one can say for sure if Vertex shares will climb. But the company has the elements necessary for a rebound -- and eventual gains. I'm talking about blockbuster revenue and market leadership well into the future, and&nbsp;promising candidates&nbsp;in the pipeline. These factors are key to driving a biotech stock higher over time.</p><p><blockquote>当然，没有人能确定顶点股价是否会上涨。但该公司拥有反弹和最终收益所需的要素。我说的是未来的巨额收入和市场领导地位，以及正在酝酿中的有前途的候选人。这些因素是推动生物技术股票随着时间的推移而走高的关键。</blockquote></p><p> I'm not expecting Vertex's rebound to happen overnight. The clinical trial failures seriously shook investor confidence. But if Vertex announces more and more&nbsp;positive news&nbsp;from its blood disorders and T1D programs, it has a strong chance of winning that confidence back.</p><p><blockquote>我预计 Vertex 的反弹不会在一夜之间发生。临床试验失败严重动摇了投资者的信心。但如果 Vertex 宣布其血液疾病和 T1D 项目越来越多的积极消息，它就有很大的机会赢回这种信心。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/29/will-this-beaten-down-stock-bounce-back/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VRTX":"福泰制药"},"source_url":"https://www.fool.com/investing/2021/11/29/will-this-beaten-down-stock-bounce-back/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195739083","content_text":"Vertex Pharmaceuticals(NASDAQ:VRTX) has given more than one investor a headache over the past year. The company's shares have suffered ever since the company announced the failure of two candidates -- one in October 2020 and one this spring -- in clinical trials. They've dropped more than 30% since the first failure. Investors worry that Vertex is struggling to expand beyond its core portfolio of cystic fibrosis (CF) treatments.\nConsidering the time Vertex shares have spent in the doldrums, you may be getting a little impatient. In fact, you may be wondering: Will this beaten-down stock ever will recover? Before answering, here are three things to know.\nIMAGE SOURCE: GETTY IMAGES.\n1. CF may bring in billions for a long while\nAs I mentioned, investors' one big concern right now is about Vertex's ability to develop drugs beyond its core program. That's understandable. But it's important to put the concern into perspective. Let's consider the revenue CF treatments generate for Vertex, its market share, and how long it's likely to maintain its position in the market.\nCF treatments generate billions in revenue and profit for Vertex.\nVRTX Net Income (Annual) data by YCharts\nThe company is the global CF treatment market leader. In fact, the only up-and-coming treatment that may threaten its latest blockbuster Trikafta is another candidate in Vertex's pipeline. The company recently launched a phase 3 trial of that candidate. And Vertex said last year that it expects to maintain market leadership until at least the late 2030s.\nAll of this means that Vertex isn't about to see revenue fall any time soon. So, if it takes Vertex time to reach commercialization with non-CF programs, that's OK.\n2. Two pipeline candidates could be gamechangers\nVertex is making progress in several areas beyond CF. The company is studying candidates in seven other treatment areas. Two candidates in particular have caught my eye: a treatment for blood disorders and a therapy for type 1 diabetes (T1D).\nLet's start with CTX001 for blood disorders. The company has reported positive trial results in both beta thalassemia and sickle cell disease. If all continues to go well, Vertex and partner CRISPR Therapeutics plan to file for regulatory approval by the end of next year. The potential product could be a gamechanger because it is a designed as a one-time curative treatment. Today, treatment options for these disorders are limited.\nFarther down the road, Vertex's T1D candidate could become another key product. Treatment options for T1D pretty much boil down to administering insulin. Vertex's candidate is a stem-cell derived therapy that is meant to actually restore the body's ability to produce insulin. It did so in the first patient in a phase 1/2 trial.\nBoth of these potential products could be significant for Vertex -- and add billions to revenue.\n3. At today's level, Vertex is a bargain\nVertex is trading at its lowest in relation to forward earnings estimates since at least the start of last year.\nVRTX PE Ratio (Forward) data by YCharts\nThis looks like a bargain considering the strength of Vertex's CF portfolio and the company's potential products on the horizon. In the worst scenario, Vertex may continue to bring in billions of dollars in revenue from the CF program -- but take a while to bring a non-CF product to market. In the best scenario, Vertex could generate revenue from a non-CF blockbuster -- CXT001 -- as early as in 2023. This is considering a late 2022 regulatory filing and six to 10 months review time. And that's on top of CF product revenue growth.\nIn either case, Vertex today is looking inexpensive.\nSo, will Vertex bounce back?\nOf course, no one can say for sure if Vertex shares will climb. But the company has the elements necessary for a rebound -- and eventual gains. I'm talking about blockbuster revenue and market leadership well into the future, and promising candidates in the pipeline. These factors are key to driving a biotech stock higher over time.\nI'm not expecting Vertex's rebound to happen overnight. The clinical trial failures seriously shook investor confidence. But if Vertex announces more and more positive news from its blood disorders and T1D programs, it has a strong chance of winning that confidence back.","news_type":1,"symbols_score_info":{"VRTX":0.9}},"isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874595132,"gmtCreate":1637799419457,"gmtModify":1637800619846,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"themes":[],"title":"","htmlText":"In the future, without the internet we can literally do nothing...good or bad?","listText":"In the future, without the internet we can literally do nothing...good or bad?","text":"In the future, without the internet we can literally do nothing...good or bad?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874595132","repostId":"2186436615","repostType":4,"isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":880115798,"gmtCreate":1631024790814,"gmtModify":1632904505798,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570656625926041","idStr":"3570656625926041"},"themes":[],"title":"","htmlText":"There is no stock&nbsp;that should be hold forever, hold for long term should be the right term.","listText":"There is no stock&nbsp;that should be hold forever, hold for long term should be the right term.","text":"There is no stock that should be hold forever, hold for long term should be the right term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/880115798","repostId":"2165041355","repostType":4,"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834540818,"gmtCreate":1629815402434,"gmtModify":1633682240834,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570656625926041","idStr":"3570656625926041"},"themes":[],"title":"","htmlText":"Apple has its own loyal supporters...should be doing quite alright for next 5 years at least","listText":"Apple has its own loyal supporters...should be doing quite alright for next 5 years at least","text":"Apple has its own loyal supporters...should be doing quite alright for next 5 years at least","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/834540818","repostId":"1167446644","repostType":4,"isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883972289,"gmtCreate":1631198961441,"gmtModify":1632883983268,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570656625926041","idStr":"3570656625926041"},"themes":[],"title":"","htmlText":"Will this affect the future of TSMC?","listText":"Will this affect the future of TSMC?","text":"Will this affect the future of TSMC?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/883972289","repostId":"1171758120","repostType":4,"isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147635075,"gmtCreate":1626355645997,"gmtModify":1633927586384,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570656625926041","idStr":"3570656625926041"},"themes":[],"title":"","htmlText":"We call this correction, let's see will it happen..[真香]&nbsp;[真香]&nbsp;","listText":"We call this correction, let's see will it happen..[真香]&nbsp;[真香]&nbsp;","text":"We call this correction, let's see will it happen..[真香] [真香]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/147635075","repostId":"2151269095","repostType":4,"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":126795696,"gmtCreate":1624583884615,"gmtModify":1633950954028,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570656625926041","idStr":"3570656625926041"},"themes":[],"title":"","htmlText":"Apple and Microsoft..both are great companies to hold for long term&nbsp;","listText":"Apple and Microsoft..both are great companies to hold for long term&nbsp;","text":"Apple and Microsoft..both are great companies to hold for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/126795696","repostId":"1193737129","repostType":4,"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881266331,"gmtCreate":1631346242223,"gmtModify":1632883010446,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570656625926041","idStr":"3570656625926041"},"themes":[],"title":"","htmlText":"Good news for EV makers..","listText":"Good news for EV makers..","text":"Good news for EV makers..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/881266331","repostId":"2166372458","repostType":2,"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836749760,"gmtCreate":1629529393750,"gmtModify":1633684162281,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570656625926041","idStr":"3570656625926041"},"themes":[],"title":"","htmlText":"ASML has promising future..","listText":"ASML has promising future..","text":"ASML has promising future..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/836749760","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohunote.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——长期关注这 6 家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares 半导体 ETF 较近期高点下跌超过 6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要大。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares 半导体 ETF 较近期高点下跌超过 6%，而标准普尔 500 指数、纳斯达克综合指数和道琼斯工业平均指数的跌幅为 2% 或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股票值得买入？或者，这个历史上具有周期性的行业是否故技重施，陷入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有股票多年，而不是租用几天，那么该集团值得购买。主要原因： “这次不一样”。</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>这些无疑是投资中最可怕的词语之一。但芯片行业已经发生了很大的变化，现在确实不同了——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我会回顾一下这些。但首先，以下是该集团现在 “更安全 ”的三个主要原因--以及我在过去几天里与六位行业专家交谈过的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>“Impax Asset Management 的投资组合经理 David Winborne 说：”受产品周期的驱动，芯片行业的需求总是时好时坏。“<a href=\"https://laohu8.com/S/FBNC\">第一</a>电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长故事更可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益 “数字化 ”，终端市场需求从各个角度都更加多样化。把远程办公服务想象成<a href=\"https://laohu8.com/S/ZM\">缩放</a>看好该集团的 Gabelli Funds 投资组合经理兼技术分析师 Hendi Susanto 指出，网上购物、云服务、电动汽车、5G 手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>“Motley Fool 芯片行业分析师 John Rotonti 说：”现代数字经济的任何方面都离不开半导体。“这意味着所有东西都有更多的筹码。长期需求是存在的”。</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他没开玩笑。威廉·布莱尔分析师格雷格·斯科拉罗预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着，你听到的大范围供应短缺 “可能要到明年年底的某个时候才能得到解决”。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师 Vivek Arya。“这不仅是我们的观点，而且<a href=\"https://laohu8.com/S/AONE.U\">一</a>大多数大客户都证实了这一点。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2、玩家巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上下游，从设计到各类设备生产商再到制造，行业参与者已经整合成罗通蒂-评级 “赢得 ”的双头垄断或垄断。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，你有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻 (EUV) 等专业领域占据主导地位，例如 ASML。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好，赢得了他们的利基或双寡头地位。这使得投资者对它们感兴趣。Rotonti 表示，整合还意味着参与者在定价和产能方面的行为更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所改善</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力比历史上高得多。“温伯恩说：”在过去的几年里，芯片制造的经济性有了很大的改善。现金流或 EBITDA 利润率现在通常超过 30%，而十年前则在 20% 左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere &amp; Co. 的投资组合经理拉马尔·维莱尔 (Lamar Villere) 指出，尽管芯片股票的交易市盈率约为市盈率，但它们看起来很便宜，因为它们是更好的公司。“他们并没有以泡沫倍数进行交易”。</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>要买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近核实的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新管理层玩法</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管 Thrivent 高级股票研究分析师彼得·卡拉泽里斯 (Peter Karazeris) 有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司的业绩可能会因为新管理层而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳定的盈利能力。高通最近受到德克萨斯州恶劣天气等一次性问题的打击，导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">半导体</a>正在将手机以外的领域扩展到汽车、工业和物联网等新领域——联网设备领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris 还特别提到了 Nvidia， 由于其卓越的设计能力， Nvidia 从数据中心和游戏设备芯片需求中获得了持续提振。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当高通和英伟达等公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">概要</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool 的 Rotonti 解释说，他们基于软件的设计工具可以帮助芯片创新者为他们的芯片创建蓝图，他特别指出了这些名字。“他们不是世界上增长最快的公司，但他们的利润率很高”。他们也主宰了太空。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV游戏</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图应用到硅上，台积电和三星等公司转向了ASML。它的机器使用微小的光脉冲将芯片设计模板印在硅片上，这一过程称为极紫外线光刻。“罗通蒂说：”其他人还没有想出怎么做。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应这样做的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供过于求</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多，这样它就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne 表示，希望到 2025 年生产其使用的芯片的 70%，高于目前的 5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>结果是，政府为促进制造业提供了大量支持，因此会有更多支持。风险是未来某个时候供应过剩。这也可能会推动芯片设备的采购，导致未来的平静，这可能会损害设备制造商的销售和利润率趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair 的 Scolaro 指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>干扰信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人 (PMI) 指数在 4 月份达到峰值，然后连续三个月放缓。与此同时，芯片销售持续增长。Thrivent 跟踪该指标的 Karazeris 指出，通常两者遵循相同的趋势。他将这种差异归因于库存积累，而库存积累不如真正的终端市场需求可持续。因此，他认为这种背离是芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“卡拉泽里斯说：”这些通常是在周期的顶部而不是底部看到的东西。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但也有可能全球采购经理人指数的放缓更多的是芯片短缺的反映，而不是短缺并非真实存在的迹象（只是库存积压）。“Leuthold 经济学家兼策略师吉姆-保尔森（Jim Paulsen）说：”这种分歧并不一定意味着芯片订单会翻盘消亡。这意味着芯片制造业必须迎头赶上。</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布不得不减产是因为芯片短缺，而不是潜在需求不足。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及对大件商品被压抑的需求等因素，体面的经济增长是可持续的。如果他是对的，持续的经济实力将支撑对所有使用芯片的产品的需求，包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——长期关注这 6 家公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——长期关注这 6 家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares 半导体 ETF 较近期高点下跌超过 6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要大。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares 半导体 ETF 较近期高点下跌超过 6%，而标准普尔 500 指数、纳斯达克综合指数和道琼斯工业平均指数的跌幅为 2% 或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股票值得买入？或者，这个历史上具有周期性的行业是否故技重施，陷入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有股票多年，而不是租用几天，那么该集团值得购买。主要原因： “这次不一样”。</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>这些无疑是投资中最可怕的词语之一。但芯片行业已经发生了很大的变化，现在确实不同了——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我会回顾一下这些。但首先，以下是该集团现在 “更安全 ”的三个主要原因--以及我在过去几天里与六位行业专家交谈过的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>“Impax Asset Management 的投资组合经理 David Winborne 说：”受产品周期的驱动，芯片行业的需求总是时好时坏。“<a href=\"https://laohu8.com/S/FBNC\">第一</a>电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长故事更可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益 “数字化 ”，终端市场需求从各个角度都更加多样化。把远程办公服务想象成<a href=\"https://laohu8.com/S/ZM\">缩放</a>看好该集团的 Gabelli Funds 投资组合经理兼技术分析师 Hendi Susanto 指出，网上购物、云服务、电动汽车、5G 手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>“Motley Fool 芯片行业分析师 John Rotonti 说：”现代数字经济的任何方面都离不开半导体。“这意味着所有东西都有更多的筹码。长期需求是存在的”。</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他没开玩笑。威廉·布莱尔分析师格雷格·斯科拉罗预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着，你听到的大范围供应短缺 “可能要到明年年底的某个时候才能得到解决”。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师 Vivek Arya。“这不仅是我们的观点，而且<a href=\"https://laohu8.com/S/AONE.U\">一</a>大多数大客户都证实了这一点。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2、玩家巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上下游，从设计到各类设备生产商再到制造，行业参与者已经整合成罗通蒂-评级 “赢得 ”的双头垄断或垄断。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，你有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻 (EUV) 等专业领域占据主导地位，例如 ASML。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好，赢得了他们的利基或双寡头地位。这使得投资者对它们感兴趣。Rotonti 表示，整合还意味着参与者在定价和产能方面的行为更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所改善</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力比历史上高得多。“温伯恩说：”在过去的几年里，芯片制造的经济性有了很大的改善。现金流或 EBITDA 利润率现在通常超过 30%，而十年前则在 20% 左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere &amp; Co. 的投资组合经理拉马尔·维莱尔 (Lamar Villere) 指出，尽管芯片股票的交易市盈率约为市盈率，但它们看起来很便宜，因为它们是更好的公司。“他们并没有以泡沫倍数进行交易”。</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>要买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近核实的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新管理层玩法</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管 Thrivent 高级股票研究分析师彼得·卡拉泽里斯 (Peter Karazeris) 有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司的业绩可能会因为新管理层而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳定的盈利能力。高通最近受到德克萨斯州恶劣天气等一次性问题的打击，导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">半导体</a>正在将手机以外的领域扩展到汽车、工业和物联网等新领域——联网设备领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris 还特别提到了 Nvidia， 由于其卓越的设计能力， Nvidia 从数据中心和游戏设备芯片需求中获得了持续提振。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当高通和英伟达等公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">概要</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool 的 Rotonti 解释说，他们基于软件的设计工具可以帮助芯片创新者为他们的芯片创建蓝图，他特别指出了这些名字。“他们不是世界上增长最快的公司，但他们的利润率很高”。他们也主宰了太空。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV游戏</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图应用到硅上，台积电和三星等公司转向了ASML。它的机器使用微小的光脉冲将芯片设计模板印在硅片上，这一过程称为极紫外线光刻。“罗通蒂说：”其他人还没有想出怎么做。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应这样做的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供过于求</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多，这样它就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne 表示，希望到 2025 年生产其使用的芯片的 70%，高于目前的 5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>结果是，政府为促进制造业提供了大量支持，因此会有更多支持。风险是未来某个时候供应过剩。这也可能会推动芯片设备的采购，导致未来的平静，这可能会损害设备制造商的销售和利润率趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair 的 Scolaro 指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>干扰信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人 (PMI) 指数在 4 月份达到峰值，然后连续三个月放缓。与此同时，芯片销售持续增长。Thrivent 跟踪该指标的 Karazeris 指出，通常两者遵循相同的趋势。他将这种差异归因于库存积累，而库存积累不如真正的终端市场需求可持续。因此，他认为这种背离是芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“卡拉泽里斯说：”这些通常是在周期的顶部而不是底部看到的东西。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但也有可能全球采购经理人指数的放缓更多的是芯片短缺的反映，而不是短缺并非真实存在的迹象（只是库存积压）。“Leuthold 经济学家兼策略师吉姆-保尔森（Jim Paulsen）说：”这种分歧并不一定意味着芯片订单会翻盘消亡。这意味着芯片制造业必须迎头赶上。</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布不得不减产是因为芯片短缺，而不是潜在需求不足。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及对大件商品被压抑的需求等因素，体面的经济增长是可持续的。如果他是对的，持续的经济实力将支撑对所有使用芯片的产品的需求，包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","AAPL":"苹果","AMZN":"亚马逊","CDNS":"铿腾电子","SNPS":"新思科技","SSNLF":"三星电子","TSM":"台积电","GOOG":"谷歌","SOXX":"iShares费城交易所半导体ETF","NVDA":"英伟达","ON":"安森美半导体","QCOM":"高通","GOOGL":"谷歌A"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"TSM":0.9,"SSNLF":0.9,"ASML":0.9,"ON":0.9,"QCOM":0.9,"CDNS":0.9,"SOXX":0.9,"SNPS":0.9,"NVDA":0.9,"AMZN":0.9,"AAPL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809309798,"gmtCreate":1627346391414,"gmtModify":1633765927018,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570656625926041","idStr":"3570656625926041"},"themes":[],"title":"","htmlText":"LMC: losses? Sorry, it is unclassified[龇牙]&nbsp;[龇牙]&nbsp;","listText":"LMC: losses? Sorry, it is unclassified[龇牙]&nbsp;[龇牙]&nbsp;","text":"LMC: losses? Sorry, it is unclassified[龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/809309798","repostId":"2154964378","repostType":4,"isVote":1,"tweetType":1,"viewCount":1378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":158217205,"gmtCreate":1625151048307,"gmtModify":1631887103755,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570656625926041","idStr":"3570656625926041"},"themes":[],"title":"","htmlText":"Snowflake seems like a good pick","listText":"Snowflake seems like a good pick","text":"Snowflake seems like a good pick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/158217205","repostId":"1199212665","repostType":4,"repost":{"id":"1199212665","kind":"news","pubTimestamp":1625146084,"share":"https://www.laohunote.com/m/news/1199212665?lang=zh_CN&edition=full","pubTime":"2021-07-01 21:28","market":"us","language":"en","title":"3 Expensive Tech Stocks to Buy in the Next Market Crash<blockquote>下一次市场崩盘中值得购买的 3 只昂贵科技股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199212665","media":"Motley Fool","summary":"Get ready to buy Snowflake and two other hot tech stocks if this frothy market collapses.","content":"<p>Many high-growth tech stocks have seen price pullbacks over the past few months, due to concerns about higher bond yields, inflation, and decelerating growth for companies that benefited from the pandemic.</p><p><blockquote>由于对债券收益率上升、通货膨胀以及受益于疫情的公司增长放缓的担忧，许多高增长科技股在过去几个月出现了价格回调。</blockquote></p><p> That sell-off created some buying opportunities -- but some of the sector's pricier names merely pulled back slightly, held onto their gains, or even rallied. That relative strength is admirable, but it's a bit frustrating for investors who don't want to pay the wrong price for the right company.</p><p><blockquote>这种抛售创造了一些买入机会，但该行业一些价格较高的股票只是小幅回调，守住了涨幅，甚至反弹。这种相对实力令人钦佩，但对于不想为合适的公司付出错误代价的投资者来说，这有点令人沮丧。</blockquote></p><p> That's why I'm making a shopping list of expensive tech stocks which I'd eagerly buy during the next market crash. Let's take a look at three of those companies:<b>Snowflake</b>(NYSE:SNOW),<b>Twilio</b>(NYSE:TWLO), and&nbsp;<b>CrowdStrike</b>(NASDAQ:CRWD).</p><p><blockquote>这就是为什么我正在列出一份昂贵的科技股购物清单，我会在下一次市场崩盘时急切地购买这些股票。让我们来看看其中的三家公司：<b>雪花</b>（纽约证券交易所代码：SNOW），<b>特维利奥</b>（纽约证券交易所代码：TWLO），以及<b>人群罢工</b>（纳斯达克股票代码：CRWD）</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fde232ce39d9cd52a01fd6ec018cae53\" tg-width=\"700\" tg-height=\"466\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Snowflake</b></p><p><blockquote><b>1. 雪花</b></blockquote></p><p> Snowflake was one of the hottest tech IPOs of 2020, thanks to its jaw-dropping growth rates and big investments from&nbsp;<b>Berkshire Hathaway</b>&nbsp;and&nbsp;<b>salesforce.com</b>.</p><p><blockquote>雪花是 2020 年最热门的科技 IPO 之一，这要归功于其令人瞠目结舌的增长率和来自<b>伯克希尔哈撒韦公司</b>和<b>销售力量网站</b>.</blockquote></p><p> Snowflake'scloud-baseddata warehouse pulls all of a company's data onto a single platform, where it can then be fed into third-party data visualization apps. Its service breaks down the silos between different departments and computing platforms, which makes it easier for large companies to make data-driven decisions.</p><p><blockquote>Snowflake基于云的数据仓库将公司的所有数据拉到一个平台上，然后可以将其输入到第三方数据可视化应用程序中。它的服务打破了不同部门和计算平台之间的孤岛，这使得大公司更容易做出数据驱动的决策。</blockquote></p><p> Snowflake's number of customers jumped 73% to 4,139 in fiscal 2021 (which ended this January), including 186 of the Fortune 500 companies. Its revenue surged 124% to $592 million, as its net retention rate -- which gauges its year-over-year revenue growth per existing customer -- hit 165%.</p><p><blockquote>2021 财年（截至今年 1 月），Snowflake 的客户数量增长了 73%，达到 4,139 家，其中包括 186 家财富 500 强公司。其收入飙升 124%，达到 5.92 亿美元，其净保留率（衡量其每个现有客户的收入同比增长）达到 165%。</blockquote></p><p> That growth continued in the first quarter of 2022. Its revenue rose 110% year over year to $228.9 million, its number of customers increased 67% to 4,532, and it achieved a net retention rate of 168%.</p><p><blockquote>这种增长在 2022 年第一季度仍在继续。其收入同比增长 110%，达到 2.289 亿美元，客户数量增长 67%，达到 4,532 家，净保留率达到 168%。</blockquote></p><p> But Snowflake isn't profitable yet. ItsGAAPnet loss widened from $348.5 million in fiscal 2020 to $539.1 million in fiscal 2021, and<i>more than doubled</i>from $93.6 million to $203.2 million in the first quarter of 2022. It's also unprofitable on a non-GAAP basis, which excludes its stock-based compensation expenses.</p><p><blockquote>但雪花还没有盈利。ITSGAAP净亏损从2020财年的3.485亿美元扩大到2021财年的5.391亿美元，并且<i>翻倍多</i>2022 年第一季度从 9360 万美元增至 2.032 亿美元。在非 GAAP 基础上，它也不盈利，这不包括基于股票的薪酬费用。</blockquote></p><p> Analysts expect Snowflake's revenue to rise 88% this year, with a narrower loss. However, its stock still trades at 65 times this year's sales -- which indicates there's still far too much growth baked into the stock. But if Snowflake gets cut in half in a crash, I'd considerstarting a big position.</p><p><blockquote>分析师预计 Snowflake 今年的收入将增长 88%，亏损幅度将收窄。然而，其股价仍为今年销售额的 65 倍，这表明该股仍有太多增长空间。但如果雪花在车祸中被切成两半，我会考虑开始一个大头寸。</blockquote></p><p> <b>2. Twilio</b></p><p><blockquote><b>2. 怀疑</b></blockquote></p><p> Twilio's cloud platform processes text messages, calls, and videos within apps. For example, it helps&nbsp;<b>Lyft</b>'s passengers contact their drivers, and&nbsp;<b>Airbnb</b>'s guests reach their hosts.</p><p><blockquote>Twilio的云平台在应用程序中处理短信、评级和视频。例如，它有助于<b>Lyft</b>乘客联系他们的司机，<b>爱彼迎</b>的客人到达他们的主人。</blockquote></p><p> In the past, developers built those tools from scratch, which was generally time-consuming, buggy, and difficult to scale. However, developers can now outsource those features to Twilio's cloud service by simply adding a few lines of code to their apps.</p><p><blockquote>在过去，开发人员从头开始构建这些工具，这通常很耗时、有缺陷且难以扩展。然而，开发人员现在只需在他们的应用程序中添加几行代码，就可以将这些功能外包给Twilio的云服务。</blockquote></p><p> Twilio's revenue rose 55% to $1.76 billion in 2020. Its net expansion rate, which is comparable to Snowflake's net retention rate, reached 137%. In the first quarter of 2021, its revenue jumped 62% year over year to $590 million as it integrated its recent purchase of the customer data firm Segment.</p><p><blockquote>2020 年，Twilio 的收入增长了 55%，达到 17.6 亿美元。其净扩张率，与雪花的净保留率相当，达到了137%。2021 年第一季度，由于整合了最近收购的客户数据公司部门，其收入同比增长 62%，达到 5.9 亿美元。</blockquote></p><p> Twilio remains unprofitable on a GAAP basis, but its non-GAAP net income rose 62% to $35.9 million in 2020. In the first quarter of 2021, its non-GAAP net income rose another 15% to $9.6 million.</p><p><blockquote>按 GAAP 计算，Twilio 仍不盈利，但其 2020 年非 GAAP 净利润增长 62%，达到 3590 万美元。2021年第一季度，其非GAAP净利润再增长15%，达到960万美元。</blockquote></p><p> Analysts expect its revenue to rise 44% this year, but for its non-GAAP earnings to dip into the red again amid higher investments and rising A2P (application-to-person) fees, which are now charged by carriers whenever an app accesses an SMS network.</p><p><blockquote>分析师预计其今年的收入将增长 44%，但由于投资增加和 A2P（应用对个人）费用上涨，其非 GAAP 盈利将再次陷入亏损，现在运营商在应用程序访问短信网络时都会收取这些费用。</blockquote></p><p> That near-term outlook doesn't look great for a stock that trades at nearly 30 times this year's sales. However, I still think Twilio has great growth potential, and I'd definitely buy its stock at a lower price.</p><p><blockquote>对于一只交易价格接近今年销售额 30 倍的股票来说，近期前景看起来并不乐观。不过，我仍然认为Twilio具有巨大的增长潜力，我肯定会以较低的价格购买其股票。</blockquote></p><p> <b>3. CrowdStrike</b></p><p><blockquote><b>3. CrowdStrike</b></blockquote></p><p> CrowdStrike is a cybersecurity company that differs from its industry peers in one major way. Most cybersecurity companies install on-site appliances to support their services, which can be expensive to maintain and difficult to scale as an organization expands. CrowdStrike eliminates those appliances by offering its end-to-end security platform as a cloud-based service.</p><p><blockquote>CrowdStrike是一家网络安全公司，在一个主要方面不同于行业同行。大多数网络安全公司安装现场设备来支持他们的服务，但随着组织的扩展，维护成本可能很高，而且难以扩展。CrowdStrike通过将其端到端安全平台作为基于云的服务提供来消除这些设备。</blockquote></p><p> CrowdStrike's growth clearly reflects its disruptive potential. Its revenue rose 82% to $874.4 million in fiscal 2021 (which ended this January), its number of subscription customers increased 82% to 9,896, and its net retention rate stayed above 120%.</p><p><blockquote>CrowdStrike 的增长清楚地反映了其颠覆性潜力。2021财年（截至今年1月），其收入增长82%，达到8.744亿美元，订阅客户数量增长82%，达到9,896家，净保留率保持在120%以上。</blockquote></p><p> In the first quarter of fiscal 2022, its revenue rose 70% year over year to $302.8 million, its subscriber base expanded 82% year over year to 11,420, and it kept its retention rate above 120%.</p><p><blockquote>2022财年第一季度，其收入同比增长70%至3.028亿美元，用户群同比增长82%至11,420人，保留率保持在120%以上。</blockquote></p><p></p><p> CrowdStrike also turned profitable on a non-GAAP basis in 2021, with a net profit of $62.6 million. Its non-GAAP net income rose more than fivefold year over year to $23.3 million in the first quarter of 2022.</p><p><blockquote>CrowdStrike 在 2021 年也在非 GAAP 基础上实现盈利，净利润为 6260 万美元。2022 年第一季度，其非 GAAP 净利润同比增长五倍多，达到 2330 万美元。</blockquote></p><p> Those&nbsp;numbers are impressive, but CrowdStrike still trades at about 350 times forward earnings and more than 40 times this year's sales. Therefore, this is another stock I won't buy unless the market crashes.</p><p><blockquote>这些数字令人印象深刻，但 CrowdStrike 的预期市盈率仍然约为 350 倍，是今年销售额的 40 多倍。因此，这是另一只除非市场崩盘，否则我不会购买的股票。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Expensive Tech Stocks to Buy in the Next Market Crash<blockquote>下一次市场崩盘中值得购买的 3 只昂贵科技股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Expensive Tech Stocks to Buy in the Next Market Crash<blockquote>下一次市场崩盘中值得购买的 3 只昂贵科技股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-01 21:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Many high-growth tech stocks have seen price pullbacks over the past few months, due to concerns about higher bond yields, inflation, and decelerating growth for companies that benefited from the pandemic.</p><p><blockquote>由于对债券收益率上升、通货膨胀以及受益于疫情的公司增长放缓的担忧，许多高增长科技股在过去几个月出现了价格回调。</blockquote></p><p> That sell-off created some buying opportunities -- but some of the sector's pricier names merely pulled back slightly, held onto their gains, or even rallied. That relative strength is admirable, but it's a bit frustrating for investors who don't want to pay the wrong price for the right company.</p><p><blockquote>这种抛售创造了一些买入机会，但该行业一些价格较高的股票只是小幅回调，守住了涨幅，甚至反弹。这种相对实力令人钦佩，但对于不想为合适的公司付出错误代价的投资者来说，这有点令人沮丧。</blockquote></p><p> That's why I'm making a shopping list of expensive tech stocks which I'd eagerly buy during the next market crash. Let's take a look at three of those companies:<b>Snowflake</b>(NYSE:SNOW),<b>Twilio</b>(NYSE:TWLO), and&nbsp;<b>CrowdStrike</b>(NASDAQ:CRWD).</p><p><blockquote>这就是为什么我正在列出一份昂贵的科技股购物清单，我会在下一次市场崩盘时急切地购买这些股票。让我们来看看其中的三家公司：<b>雪花</b>（纽约证券交易所代码：SNOW），<b>特维利奥</b>（纽约证券交易所代码：TWLO），以及<b>人群罢工</b>（纳斯达克股票代码：CRWD）</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fde232ce39d9cd52a01fd6ec018cae53\" tg-width=\"700\" tg-height=\"466\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Snowflake</b></p><p><blockquote><b>1. 雪花</b></blockquote></p><p> Snowflake was one of the hottest tech IPOs of 2020, thanks to its jaw-dropping growth rates and big investments from&nbsp;<b>Berkshire Hathaway</b>&nbsp;and&nbsp;<b>salesforce.com</b>.</p><p><blockquote>雪花是 2020 年最热门的科技 IPO 之一，这要归功于其令人瞠目结舌的增长率和来自<b>伯克希尔哈撒韦公司</b>和<b>销售力量网站</b>.</blockquote></p><p> Snowflake'scloud-baseddata warehouse pulls all of a company's data onto a single platform, where it can then be fed into third-party data visualization apps. Its service breaks down the silos between different departments and computing platforms, which makes it easier for large companies to make data-driven decisions.</p><p><blockquote>Snowflake基于云的数据仓库将公司的所有数据拉到一个平台上，然后可以将其输入到第三方数据可视化应用程序中。它的服务打破了不同部门和计算平台之间的孤岛，这使得大公司更容易做出数据驱动的决策。</blockquote></p><p> Snowflake's number of customers jumped 73% to 4,139 in fiscal 2021 (which ended this January), including 186 of the Fortune 500 companies. Its revenue surged 124% to $592 million, as its net retention rate -- which gauges its year-over-year revenue growth per existing customer -- hit 165%.</p><p><blockquote>2021 财年（截至今年 1 月），Snowflake 的客户数量增长了 73%，达到 4,139 家，其中包括 186 家财富 500 强公司。其收入飙升 124%，达到 5.92 亿美元，其净保留率（衡量其每个现有客户的收入同比增长）达到 165%。</blockquote></p><p> That growth continued in the first quarter of 2022. Its revenue rose 110% year over year to $228.9 million, its number of customers increased 67% to 4,532, and it achieved a net retention rate of 168%.</p><p><blockquote>这种增长在 2022 年第一季度仍在继续。其收入同比增长 110%，达到 2.289 亿美元，客户数量增长 67%，达到 4,532 家，净保留率达到 168%。</blockquote></p><p> But Snowflake isn't profitable yet. ItsGAAPnet loss widened from $348.5 million in fiscal 2020 to $539.1 million in fiscal 2021, and<i>more than doubled</i>from $93.6 million to $203.2 million in the first quarter of 2022. It's also unprofitable on a non-GAAP basis, which excludes its stock-based compensation expenses.</p><p><blockquote>但雪花还没有盈利。ITSGAAP净亏损从2020财年的3.485亿美元扩大到2021财年的5.391亿美元，并且<i>翻倍多</i>2022 年第一季度从 9360 万美元增至 2.032 亿美元。在非 GAAP 基础上，它也不盈利，这不包括基于股票的薪酬费用。</blockquote></p><p> Analysts expect Snowflake's revenue to rise 88% this year, with a narrower loss. However, its stock still trades at 65 times this year's sales -- which indicates there's still far too much growth baked into the stock. But if Snowflake gets cut in half in a crash, I'd considerstarting a big position.</p><p><blockquote>分析师预计 Snowflake 今年的收入将增长 88%，亏损幅度将收窄。然而，其股价仍为今年销售额的 65 倍，这表明该股仍有太多增长空间。但如果雪花在车祸中被切成两半，我会考虑开始一个大头寸。</blockquote></p><p> <b>2. Twilio</b></p><p><blockquote><b>2. 怀疑</b></blockquote></p><p> Twilio's cloud platform processes text messages, calls, and videos within apps. For example, it helps&nbsp;<b>Lyft</b>'s passengers contact their drivers, and&nbsp;<b>Airbnb</b>'s guests reach their hosts.</p><p><blockquote>Twilio的云平台在应用程序中处理短信、评级和视频。例如，它有助于<b>Lyft</b>乘客联系他们的司机，<b>爱彼迎</b>的客人到达他们的主人。</blockquote></p><p> In the past, developers built those tools from scratch, which was generally time-consuming, buggy, and difficult to scale. However, developers can now outsource those features to Twilio's cloud service by simply adding a few lines of code to their apps.</p><p><blockquote>在过去，开发人员从头开始构建这些工具，这通常很耗时、有缺陷且难以扩展。然而，开发人员现在只需在他们的应用程序中添加几行代码，就可以将这些功能外包给Twilio的云服务。</blockquote></p><p> Twilio's revenue rose 55% to $1.76 billion in 2020. Its net expansion rate, which is comparable to Snowflake's net retention rate, reached 137%. In the first quarter of 2021, its revenue jumped 62% year over year to $590 million as it integrated its recent purchase of the customer data firm Segment.</p><p><blockquote>2020 年，Twilio 的收入增长了 55%，达到 17.6 亿美元。其净扩张率，与雪花的净保留率相当，达到了137%。2021 年第一季度，由于整合了最近收购的客户数据公司部门，其收入同比增长 62%，达到 5.9 亿美元。</blockquote></p><p> Twilio remains unprofitable on a GAAP basis, but its non-GAAP net income rose 62% to $35.9 million in 2020. In the first quarter of 2021, its non-GAAP net income rose another 15% to $9.6 million.</p><p><blockquote>按 GAAP 计算，Twilio 仍不盈利，但其 2020 年非 GAAP 净利润增长 62%，达到 3590 万美元。2021年第一季度，其非GAAP净利润再增长15%，达到960万美元。</blockquote></p><p> Analysts expect its revenue to rise 44% this year, but for its non-GAAP earnings to dip into the red again amid higher investments and rising A2P (application-to-person) fees, which are now charged by carriers whenever an app accesses an SMS network.</p><p><blockquote>分析师预计其今年的收入将增长 44%，但由于投资增加和 A2P（应用对个人）费用上涨，其非 GAAP 盈利将再次陷入亏损，现在运营商在应用程序访问短信网络时都会收取这些费用。</blockquote></p><p> That near-term outlook doesn't look great for a stock that trades at nearly 30 times this year's sales. However, I still think Twilio has great growth potential, and I'd definitely buy its stock at a lower price.</p><p><blockquote>对于一只交易价格接近今年销售额 30 倍的股票来说，近期前景看起来并不乐观。不过，我仍然认为Twilio具有巨大的增长潜力，我肯定会以较低的价格购买其股票。</blockquote></p><p> <b>3. CrowdStrike</b></p><p><blockquote><b>3. CrowdStrike</b></blockquote></p><p> CrowdStrike is a cybersecurity company that differs from its industry peers in one major way. Most cybersecurity companies install on-site appliances to support their services, which can be expensive to maintain and difficult to scale as an organization expands. CrowdStrike eliminates those appliances by offering its end-to-end security platform as a cloud-based service.</p><p><blockquote>CrowdStrike是一家网络安全公司，在一个主要方面不同于行业同行。大多数网络安全公司安装现场设备来支持他们的服务，但随着组织的扩展，维护成本可能很高，而且难以扩展。CrowdStrike通过将其端到端安全平台作为基于云的服务提供来消除这些设备。</blockquote></p><p> CrowdStrike's growth clearly reflects its disruptive potential. Its revenue rose 82% to $874.4 million in fiscal 2021 (which ended this January), its number of subscription customers increased 82% to 9,896, and its net retention rate stayed above 120%.</p><p><blockquote>CrowdStrike 的增长清楚地反映了其颠覆性潜力。2021财年（截至今年1月），其收入增长82%，达到8.744亿美元，订阅客户数量增长82%，达到9,896家，净保留率保持在120%以上。</blockquote></p><p> In the first quarter of fiscal 2022, its revenue rose 70% year over year to $302.8 million, its subscriber base expanded 82% year over year to 11,420, and it kept its retention rate above 120%.</p><p><blockquote>2022财年第一季度，其收入同比增长70%至3.028亿美元，用户群同比增长82%至11,420人，保留率保持在120%以上。</blockquote></p><p></p><p> CrowdStrike also turned profitable on a non-GAAP basis in 2021, with a net profit of $62.6 million. Its non-GAAP net income rose more than fivefold year over year to $23.3 million in the first quarter of 2022.</p><p><blockquote>CrowdStrike 在 2021 年也在非 GAAP 基础上实现盈利，净利润为 6260 万美元。2022 年第一季度，其非 GAAP 净利润同比增长五倍多，达到 2330 万美元。</blockquote></p><p> Those&nbsp;numbers are impressive, but CrowdStrike still trades at about 350 times forward earnings and more than 40 times this year's sales. Therefore, this is another stock I won't buy unless the market crashes.</p><p><blockquote>这些数字令人印象深刻，但 CrowdStrike 的预期市盈率仍然约为 350 倍，是今年销售额的 40 多倍。因此，这是另一只除非市场崩盘，否则我不会购买的股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/01/expensive-tech-stocks-to-buy-in-next-market-crash/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWLO":"Twilio Inc","CRWD":"CrowdStrike Holdings, Inc.","SNOW":"Snowflake"},"source_url":"https://www.fool.com/investing/2021/07/01/expensive-tech-stocks-to-buy-in-next-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199212665","content_text":"Many high-growth tech stocks have seen price pullbacks over the past few months, due to concerns about higher bond yields, inflation, and decelerating growth for companies that benefited from the pandemic.\nThat sell-off created some buying opportunities -- but some of the sector's pricier names merely pulled back slightly, held onto their gains, or even rallied. That relative strength is admirable, but it's a bit frustrating for investors who don't want to pay the wrong price for the right company.\nThat's why I'm making a shopping list of expensive tech stocks which I'd eagerly buy during the next market crash. Let's take a look at three of those companies:Snowflake(NYSE:SNOW),Twilio(NYSE:TWLO), and CrowdStrike(NASDAQ:CRWD).\nIMAGE SOURCE: GETTY IMAGES.\n1. Snowflake\nSnowflake was one of the hottest tech IPOs of 2020, thanks to its jaw-dropping growth rates and big investments from Berkshire Hathaway and salesforce.com.\nSnowflake'scloud-baseddata warehouse pulls all of a company's data onto a single platform, where it can then be fed into third-party data visualization apps. Its service breaks down the silos between different departments and computing platforms, which makes it easier for large companies to make data-driven decisions.\nSnowflake's number of customers jumped 73% to 4,139 in fiscal 2021 (which ended this January), including 186 of the Fortune 500 companies. Its revenue surged 124% to $592 million, as its net retention rate -- which gauges its year-over-year revenue growth per existing customer -- hit 165%.\nThat growth continued in the first quarter of 2022. Its revenue rose 110% year over year to $228.9 million, its number of customers increased 67% to 4,532, and it achieved a net retention rate of 168%.\nBut Snowflake isn't profitable yet. ItsGAAPnet loss widened from $348.5 million in fiscal 2020 to $539.1 million in fiscal 2021, andmore than doubledfrom $93.6 million to $203.2 million in the first quarter of 2022. It's also unprofitable on a non-GAAP basis, which excludes its stock-based compensation expenses.\nAnalysts expect Snowflake's revenue to rise 88% this year, with a narrower loss. However, its stock still trades at 65 times this year's sales -- which indicates there's still far too much growth baked into the stock. But if Snowflake gets cut in half in a crash, I'd considerstarting a big position.\n2. Twilio\nTwilio's cloud platform processes text messages, calls, and videos within apps. For example, it helps Lyft's passengers contact their drivers, and Airbnb's guests reach their hosts.\nIn the past, developers built those tools from scratch, which was generally time-consuming, buggy, and difficult to scale. However, developers can now outsource those features to Twilio's cloud service by simply adding a few lines of code to their apps.\nTwilio's revenue rose 55% to $1.76 billion in 2020. Its net expansion rate, which is comparable to Snowflake's net retention rate, reached 137%. In the first quarter of 2021, its revenue jumped 62% year over year to $590 million as it integrated its recent purchase of the customer data firm Segment.\nTwilio remains unprofitable on a GAAP basis, but its non-GAAP net income rose 62% to $35.9 million in 2020. In the first quarter of 2021, its non-GAAP net income rose another 15% to $9.6 million.\nAnalysts expect its revenue to rise 44% this year, but for its non-GAAP earnings to dip into the red again amid higher investments and rising A2P (application-to-person) fees, which are now charged by carriers whenever an app accesses an SMS network.\nThat near-term outlook doesn't look great for a stock that trades at nearly 30 times this year's sales. However, I still think Twilio has great growth potential, and I'd definitely buy its stock at a lower price.\n3. CrowdStrike\nCrowdStrike is a cybersecurity company that differs from its industry peers in one major way. Most cybersecurity companies install on-site appliances to support their services, which can be expensive to maintain and difficult to scale as an organization expands. CrowdStrike eliminates those appliances by offering its end-to-end security platform as a cloud-based service.\nCrowdStrike's growth clearly reflects its disruptive potential. Its revenue rose 82% to $874.4 million in fiscal 2021 (which ended this January), its number of subscription customers increased 82% to 9,896, and its net retention rate stayed above 120%.\nIn the first quarter of fiscal 2022, its revenue rose 70% year over year to $302.8 million, its subscriber base expanded 82% year over year to 11,420, and it kept its retention rate above 120%.\nCrowdStrike also turned profitable on a non-GAAP basis in 2021, with a net profit of $62.6 million. Its non-GAAP net income rose more than fivefold year over year to $23.3 million in the first quarter of 2022.\nThose numbers are impressive, but CrowdStrike still trades at about 350 times forward earnings and more than 40 times this year's sales. Therefore, this is another stock I won't buy unless the market crashes.","news_type":1,"symbols_score_info":{"CRWD":0.9,"TWLO":0.9,"SNOW":0.9}},"isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}