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ngchris
2021-12-29
35% drop in trading volume is alarming.
抱歉,原内容已删除
ngchris
2021-12-24
That would spike more trading in China. More $$$ flowing into the market.
抱歉,原内容已删除
ngchris
2021-12-23
Time to dive into option.
抱歉,原内容已删除
ngchris
2021-12-21
What goes down will eventually raise again. Just a matter of time. Be patience
抱歉,原内容已删除
ngchris
2021-12-17
All the earnings from Monday go down the drain. Sigh.
抱歉,原内容已删除
ngchris
2021-11-28
$Zoom(ZM)$
has stopped falling, need Monday to confirm. If so then its time to buy
ngchris
2021-11-21
[强] //
@MayTan
: Good to know.
SPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</blockquote>
ngchris
2021-10-27
$NVIDIA Corp(NVDA)$
How high will you go up this time?
ngchris
2021-10-23
$Tesla Motors(TSLA)$
finally closed above $900 as predicted.
ngchris
2021-10-22
$Tesla Motors(TSLA)$
touched $900 as forecasted but only lasted for 1 min. Hope to see it staying above $900 tonight.
ngchris
2021-10-19
$Tesla Motors(TSLA)$
at this rate of climb. Should break $900 by Friday if the coming result is not shady.
ngchris
2021-10-17
$Tesla Motors(TSLA)$
should be aiming $900 soon
ngchris
2021-10-14
$Sea Ltd(SE)$
how long can this bull run?
ngchris
2021-10-12
$Sphere 3D(ANY)$
did not see this coming!
ngchris
2021-10-09
$JD.com(JD)$
next week got chance?
ngchris
2021-10-07
positioning for $900 and above?
What to Expect From Tesla's Annual Shareholder Meeting Thursday<blockquote>对特斯拉周四的年度股东大会有何期待</blockquote>
ngchris
2021-10-06
$Tesla Motors(TSLA)$
WaIting for you to stay above $800.
ngchris
2021-10-01
Path of every new term of presidency
抱歉,原内容已删除
ngchris
2021-09-29
Everyone is talking about correction and negativity about the market yet the buying fever never subsides. Sound like crying wolf to me.
Tech stocks were just stomped. Here's what to watch next, according to Goldman Sachs.<blockquote>科技股刚刚遭到重挫。高盛表示,以下是接下来值得关注的内容。</blockquote>
ngchris
2021-09-29
$Apple(AAPL)$
don't think it has bottom up yet. Need some strong signal before entry. Still bearish.
去老虎APP查看更多动态
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drop in trading volume is alarming. 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","text":"[强] //@MayTan: Good to know.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872811320","repostId":"1143065747","repostType":4,"repost":{"id":"1143065747","kind":"news","pubTimestamp":1637383902,"share":"https://www.laohu8.com/m/news/1143065747?lang=zh_CN&edition=full","pubTime":"2021-11-20 12:51","market":"us","language":"en","title":"SPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143065747","media":"Seeking Alpha","summary":"SPAC Altimeter Growth Corp. rose 4.6% after it set a Nov. 30 date for holders to vote on its deal t","content":"<p><a href=\"https://laohu8.com/S/AGC\">SPAC Altimeter Growth Corp. </a> rose 4.6% after it set a Nov. 30 date for holders to vote on its deal to take Southeast Asia ride-hailing giant Grab public.</p><p><blockquote><a href=\"https://laohu8.com/S/AGC\">SPAC高度计增长公司。</a>该公司将11月30日定为持有人就东南亚网约车巨头Grab上市交易进行投票的日期,股价上涨4.6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/459798d9c6d2d0c428941e1ee2937f4b\" tg-width=\"894\" tg-height=\"635\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Brad Gerstner's AGC announced that that the SEC declared effective the Form F-4 registration statement of Grab Holdings, according to a release.</p><p><blockquote>据一份新闻稿称,布拉德·郭士纳(Brad Gerstner)的AGC宣布,SEC宣布Grab Holdings的F-4表格注册声明生效。</blockquote></p><p> Grab is Southeast Asia's most valuable startup and is set to undergo a merger with Altimeter (AGC) at a valuation of $40B in the fourth quarter, pushed back after a delay.</p><p><blockquote>Grab是东南亚最有价值的初创公司,计划在第四季度以400亿美元的估值与Altimeter(AGC)进行合并,但在推迟后被推迟。</blockquote></p><p> The deal is expected to be the largest-ever U.S. equity offering by a Southeast Asian company. A public debut from Grab will offer investors access to a regional consumer market of more than 655M people across countries including Indonesia, Thailand and Vietnam.</p><p><blockquote>这笔交易预计将是东南亚公司有史以来在美国最大的股票发行。Grab的首次公开亮相将为投资者提供进入印度尼西亚、泰国和越南等国家超过6.55亿人口的区域消费市场的机会。</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>SPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</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\">\nSPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-20 12:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/AGC\">SPAC Altimeter Growth Corp. </a> rose 4.6% after it set a Nov. 30 date for holders to vote on its deal to take Southeast Asia ride-hailing giant Grab public.</p><p><blockquote><a href=\"https://laohu8.com/S/AGC\">SPAC高度计增长公司。</a>该公司将11月30日定为持有人就东南亚网约车巨头Grab上市交易进行投票的日期,股价上涨4.6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/459798d9c6d2d0c428941e1ee2937f4b\" tg-width=\"894\" tg-height=\"635\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Brad Gerstner's AGC announced that that the SEC declared effective the Form F-4 registration statement of Grab Holdings, according to a release.</p><p><blockquote>据一份新闻稿称,布拉德·郭士纳(Brad Gerstner)的AGC宣布,SEC宣布Grab Holdings的F-4表格注册声明生效。</blockquote></p><p> Grab is Southeast Asia's most valuable startup and is set to undergo a merger with Altimeter (AGC) at a valuation of $40B in the fourth quarter, pushed back after a delay.</p><p><blockquote>Grab是东南亚最有价值的初创公司,计划在第四季度以400亿美元的估值与Altimeter(AGC)进行合并,但在推迟后被推迟。</blockquote></p><p> The deal is expected to be the largest-ever U.S. equity offering by a Southeast Asian company. A public debut from Grab will offer investors access to a regional consumer market of more than 655M people across countries including Indonesia, Thailand and Vietnam.</p><p><blockquote>这笔交易预计将是东南亚公司有史以来在美国最大的股票发行。Grab的首次公开亮相将为投资者提供进入印度尼西亚、泰国和越南等国家超过6.55亿人口的区域消费市场的机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3773032-spac-altimeter-growth-jumps-after-sending-vote-date-for-grab-deal\">Seeking Alpha</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":{},"source_url":"https://seekingalpha.com/news/3773032-spac-altimeter-growth-jumps-after-sending-vote-date-for-grab-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143065747","content_text":"SPAC Altimeter Growth Corp. rose 4.6% after it set a Nov. 30 date for holders to vote on its deal to take Southeast Asia ride-hailing giant Grab public.\n\nBrad Gerstner's AGC announced that that the SEC declared effective the Form F-4 registration statement of Grab Holdings, according to a release.\nGrab is Southeast Asia's most valuable startup and is set to undergo a merger with Altimeter (AGC) at a valuation of $40B in the fourth quarter, pushed back after a delay.\nThe deal is expected to be the largest-ever U.S. equity offering by a Southeast Asian company. A public debut from Grab will offer investors access to a regional consumer market of more than 655M people across countries including Indonesia, Thailand and Vietnam.","news_type":1,"symbols_score_info":{"AGC":0.9}},"isVote":1,"tweetType":1,"viewCount":2721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852426310,"gmtCreate":1635298218035,"gmtModify":1635298278102,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>How high will you go up this time?","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>How high will you go up this time?","text":"$NVIDIA Corp(NVDA)$How high will you go up this time?","images":[{"img":"https://static.tigerbbs.com/a8fc5f18a7756ac40f1e63972046bca1","width":"720","height":"2326"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852426310","isVote":1,"tweetType":1,"viewCount":4197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":858911292,"gmtCreate":1634961872523,"gmtModify":1634961873217,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>finally closed above $900 as predicted.","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>finally closed above $900 as predicted.","text":"$Tesla Motors(TSLA)$finally closed above $900 as predicted.","images":[{"img":"https://static.tigerbbs.com/303875f55a09efa2db21d1336b4dc109","width":"720","height":"2326"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858911292","isVote":1,"tweetType":1,"viewCount":2546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":851151296,"gmtCreate":1634884707160,"gmtModify":1634884707352,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>touched $900 as forecasted but only lasted for 1 min. Hope to see it staying above $900 tonight.","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>touched $900 as forecasted but only lasted for 1 min. Hope to see it staying above $900 tonight.","text":"$Tesla Motors(TSLA)$touched $900 as forecasted but only lasted for 1 min. Hope to see it staying above $900 tonight.","images":[{"img":"https://static.tigerbbs.com/645552d2936ee5e64da5bb9ad6328970","width":"720","height":"2326"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851151296","isVote":1,"tweetType":1,"viewCount":2356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":850551473,"gmtCreate":1634610362127,"gmtModify":1634610362841,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>at this rate of climb. Should break $900 by Friday if the coming result is not shady.","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>at this rate of climb. Should break $900 by Friday if the coming result is not shady.","text":"$Tesla Motors(TSLA)$at this rate of climb. Should break $900 by Friday if the coming result is not shady.","images":[{"img":"https://static.tigerbbs.com/b7549063061bb51802bae593849ee25f","width":"720","height":"2326"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/850551473","isVote":1,"tweetType":1,"viewCount":1409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":827248613,"gmtCreate":1634485729266,"gmtModify":1634485729895,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>should be aiming $900 soon","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>should be aiming $900 soon","text":"$Tesla Motors(TSLA)$should be aiming $900 soon","images":[{"img":"https://static.tigerbbs.com/878195d19f128392da05ec89f85f8c9d","width":"720","height":"2326"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827248613","isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":825035407,"gmtCreate":1634176882456,"gmtModify":1634176882674,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>how long can this bull run?","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>how long can this bull run?","text":"$Sea Ltd(SE)$how long can this bull run?","images":[{"img":"https://static.tigerbbs.com/346fed5ae7e370f95707ff69a7f5ecf9","width":"720","height":"2397"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825035407","isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":826608634,"gmtCreate":1634008627635,"gmtModify":1634008627848,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ANY\">$Sphere 3D(ANY)$</a>did not see this coming!","listText":"<a href=\"https://laohu8.com/S/ANY\">$Sphere 3D(ANY)$</a>did not see this coming!","text":"$Sphere 3D(ANY)$did not see this coming!","images":[{"img":"https://static.tigerbbs.com/44e96a1cdaee1dd77cf34fc80e7ce082","width":"720","height":"2326"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/826608634","isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":821529932,"gmtCreate":1633762877495,"gmtModify":1633762878189,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$JD.com(JD)$</a>next week got chance?","listText":"<a href=\"https://laohu8.com/S/JD\">$JD.com(JD)$</a>next week got chance?","text":"$JD.com(JD)$next week got chance?","images":[{"img":"https://static.tigerbbs.com/55ce87f5d986147826ea1ca926aa0c1a","width":"720","height":"2455"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821529932","isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":823313964,"gmtCreate":1633581544609,"gmtModify":1633581545204,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"positioning for $900 and above?","listText":"positioning for $900 and above?","text":"positioning for $900 and above?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823313964","repostId":"1106545903","repostType":4,"repost":{"id":"1106545903","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1633563192,"share":"https://www.laohu8.com/m/news/1106545903?lang=zh_CN&edition=full","pubTime":"2021-10-07 07:33","market":"us","language":"en","title":"What to Expect From Tesla's Annual Shareholder Meeting Thursday<blockquote>对特斯拉周四的年度股东大会有何期待</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106545903","media":"Benzinga","summary":"Tesla, Inc. is scheduled to hold its annual shareholder meeting Thursday.The Venue:This time around, the annual affair will be presented from the company's Giga Austin at 5:30 p.m. ET in a virtual-only format.A change in venue was communicated by the company on Sept. 27 along with other updates to the original announcement made on Aug. 26. The company had earlier planned to present the meeting from its flagship Fremont Giga.The Agenda:Tesla has four proposals to be discussed at the meeting. Thes","content":"<p><b>Tesla, Inc.</b> is scheduled to hold its annual shareholder meeting Thursday.</p><p><blockquote><b>特斯拉公司。</b>定于周四举行年度股东大会。</blockquote></p><p> <b>The Venue:</b>This time around, the annual affair will be presented from the company's Giga Austin at 5:30 p.m. ET in a virtual-only format.</p><p><blockquote><b>地点:</b>这一次,一年一度的活动将于下午5:30在该公司的Giga Austin举行。ET以纯虚拟格式。</blockquote></p><p> A change in venue was communicated by the company on Sept. 27 along with other updates to the original announcement made on Aug. 26. The company had earlier planned to present the meeting from its flagship Fremont Giga.</p><p><blockquote>该公司于9月27日宣布了地点变更,并对8月26日发布的原始公告进行了其他更新。该公司早些时候计划在其旗舰Fremont Giga举办这次会议。</blockquote></p><p> <b>The Agenda:</b>Tesla has four proposals to be discussed at the meeting. These include:</p><p><blockquote><b>议程:</b>特斯拉有四项提案要在会上讨论。其中包括:</blockquote></p><p> - Election of two Class II directors to serve for a term of three years</p><p><blockquote>-选举两名第二类董事,任期三年</blockquote></p><p> - amendments to certificate of incorporation to reduce director terms to two years</p><p><blockquote>-修订公司注册证书,将董事任期减至两年</blockquote></p><p> - amendments to certificate of incorporation and bylaws to eliminate applicable supermajority voting requirements</p><p><blockquote>-修订公司注册证书及章程,以取消适用的绝对多数投票规定</blockquote></p><p> - ratification of the appointment of PricewaterhouseCoopers LLP as Tesla's independent registered public accounting firm for the fiscal year ending December 2021</p><p><blockquote>-批准委任罗兵咸永道会计师事务所为截至2021年12月止财政年度的特斯拉独立注册公共会计师事务所</blockquote></p><p> A supermajority voting provision requires certain categories of bylaws to be approved by the affirmative vote of at least 66%, or two-thirds of the total voting power of all outstanding shares of Tesla common stock. The company is proposing to eliminate this.</p><p><blockquote>绝对多数投票条款要求某些类别的章程必须获得至少66%(即特斯拉所有已发行普通股总投票权的三分之二)的赞成票批准。该公司提议消除这一点。</blockquote></p><p> Tesla has also put up for re-election board members <b>James Murdoch,</b>son of medial mogul <b>Rupert Murdoch,</b>and <b>Kimbal Musk,</b>the brother of CEO <b>Elon Musk</b>.</p><p><blockquote>特斯拉还竞选连任董事会成员<b>詹姆斯·默多克,</b>媒体大亨之子<b>鲁珀特·默多克,</b>和<b>金巴尔·马斯克,</b>CEO的兄弟<b>埃隆·马斯克</b>.</blockquote></p><p> Proxy advisory firm Institutional Shareholder Services has recommended rejecting the two directors, citing its view that they have been excessively compensated.</p><p><blockquote>代理咨询公司机构股东服务公司建议拒绝这两名董事,理由是他们的薪酬过高。</blockquote></p><p> <b>The Shareholder Proposals:</b>Shareholders have put forward five proposals, including the reduction of a director's term to one year, additional reporting on diversity and inclusion efforts, reporting on employee arbitration, assigning responsibility for strategic oversight of human capital management to an independent board-level committee and additional reporting on human rights.</p><p><blockquote><b>股东提案:</b>股东提出了五项提案,包括将董事任期缩短至一年、增加关于多元化和包容性努力的报告、关于员工仲裁的报告、将人力资本管理的战略监督责任分配给一个独立的董事会级委员会以及增加关于人权的报告。</blockquote></p><p> Tesla has accepted only the first proposal for discussion and rejected the other four,which pertain primarily to diversity and inclusion. The company's rejection assumes importance because of the $137 million in damages a jury ordered Tesla to pay for alleged racism in workplace.</p><p><blockquote>特斯拉只接受了第一项讨论提案,拒绝了其他四项提案,这些提案主要涉及多样性和包容性。该公司的拒绝具有重要意义,因为陪审团命令特斯拉为涉嫌工作场所种族主义支付1.37亿美元的赔偿金。</blockquote></p><p> \"The virtual meeting will feature live audio webcasts, plus the option for stockholders to submit votes and written comments and questions on meeting agenda items,\" Tesla said in definitive proxy statement filed in late September.</p><p><blockquote>特斯拉在9月底提交的最终委托书中表示:“虚拟会议将提供现场音频网络广播,股东还可以选择就会议议程项目提交投票以及书面评论和问题。”</blockquote></p><p> <b>Investor Questions That Could Be Addressed:</b>Tesla has invited investors to ask and upvote questions that they would like addressed.</p><p><blockquote><b>可以解决的投资者问题:</b>特斯拉邀请投资者提出并投票支持他们希望解决的问题。</blockquote></p><p> About 3,265 questions have been posted on the page so far. Some of the questions with the highest upvotes are the Cybertruck production start timeline and the rate of ramp; a potential stock split; the possibility of the company's proprietary 4680 battery cell launching this year; dividend plans; and a quarterly update on the energy business.</p><p><blockquote>到目前为止,该页面上已经发布了大约3265个问题。赞成票最高的一些问题是Cybertruck生产开始时间表和爬坡率;潜在的股票分割;公司专有4680电芯今年上市的可能性;股息计划;以及能源业务的季度更新。</blockquote></p><p> <b>New Headquarters On The Horizon?</b>Given that the venue was shifted to Giga Austin, tongues have begun wagging about the company potentially shifting its headquarters to Austin.</p><p><blockquote><b>地平线上的新总部?</b>鉴于地点被转移到Giga Austin,人们开始谈论该公司可能将总部转移到奥斯汀。</blockquote></p><p> Citing Musk spending more time at Giga Austin, CFO<b>Zachary Kirkhorn</b>buying a house in Austin and the company datelining its last two press releases as from Austin, Texas, Bloomberg said a shift in corporate headquarters to Texas could be a possibility.</p><p><blockquote>首席财务官称马斯克在Giga Austin花费了更多时间<b>扎卡里·柯克霍恩</b>彭博社在奥斯汀买了一栋房子,该公司最近两份新闻稿的日期都是来自德克萨斯州奥斯汀,他表示,公司总部有可能迁至德克萨斯州。</blockquote></p><p> <b>TSLA Price Action:</b>Tesla shares gained 0.28% Wednesday, closing at $782.75.</p><p><blockquote><b>特斯拉价格走势:</b>特斯拉股价周三上涨0.28%,收于782.75美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/140145d2ab6288e5002f3c3b931a0805\" tg-width=\"750\" tg-height=\"1334\" 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>What to Expect From Tesla's Annual Shareholder Meeting Thursday<blockquote>对特斯拉周四的年度股东大会有何期待</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; 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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\">\nWhat to Expect From Tesla's Annual Shareholder Meeting Thursday<blockquote>对特斯拉周四的年度股东大会有何期待</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-10-07 07:33</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Tesla, Inc.</b> is scheduled to hold its annual shareholder meeting Thursday.</p><p><blockquote><b>特斯拉公司。</b>定于周四举行年度股东大会。</blockquote></p><p> <b>The Venue:</b>This time around, the annual affair will be presented from the company's Giga Austin at 5:30 p.m. ET in a virtual-only format.</p><p><blockquote><b>地点:</b>这一次,一年一度的活动将于下午5:30在该公司的Giga Austin举行。ET以纯虚拟格式。</blockquote></p><p> A change in venue was communicated by the company on Sept. 27 along with other updates to the original announcement made on Aug. 26. The company had earlier planned to present the meeting from its flagship Fremont Giga.</p><p><blockquote>该公司于9月27日宣布了地点变更,并对8月26日发布的原始公告进行了其他更新。该公司早些时候计划在其旗舰Fremont Giga举办这次会议。</blockquote></p><p> <b>The Agenda:</b>Tesla has four proposals to be discussed at the meeting. These include:</p><p><blockquote><b>议程:</b>特斯拉有四项提案要在会上讨论。其中包括:</blockquote></p><p> - Election of two Class II directors to serve for a term of three years</p><p><blockquote>-选举两名第二类董事,任期三年</blockquote></p><p> - amendments to certificate of incorporation to reduce director terms to two years</p><p><blockquote>-修订公司注册证书,将董事任期减至两年</blockquote></p><p> - amendments to certificate of incorporation and bylaws to eliminate applicable supermajority voting requirements</p><p><blockquote>-修订公司注册证书及章程,以取消适用的绝对多数投票规定</blockquote></p><p> - ratification of the appointment of PricewaterhouseCoopers LLP as Tesla's independent registered public accounting firm for the fiscal year ending December 2021</p><p><blockquote>-批准委任罗兵咸永道会计师事务所为截至2021年12月止财政年度的特斯拉独立注册公共会计师事务所</blockquote></p><p> A supermajority voting provision requires certain categories of bylaws to be approved by the affirmative vote of at least 66%, or two-thirds of the total voting power of all outstanding shares of Tesla common stock. The company is proposing to eliminate this.</p><p><blockquote>绝对多数投票条款要求某些类别的章程必须获得至少66%(即特斯拉所有已发行普通股总投票权的三分之二)的赞成票批准。该公司提议消除这一点。</blockquote></p><p> Tesla has also put up for re-election board members <b>James Murdoch,</b>son of medial mogul <b>Rupert Murdoch,</b>and <b>Kimbal Musk,</b>the brother of CEO <b>Elon Musk</b>.</p><p><blockquote>特斯拉还竞选连任董事会成员<b>詹姆斯·默多克,</b>媒体大亨之子<b>鲁珀特·默多克,</b>和<b>金巴尔·马斯克,</b>CEO的兄弟<b>埃隆·马斯克</b>.</blockquote></p><p> Proxy advisory firm Institutional Shareholder Services has recommended rejecting the two directors, citing its view that they have been excessively compensated.</p><p><blockquote>代理咨询公司机构股东服务公司建议拒绝这两名董事,理由是他们的薪酬过高。</blockquote></p><p> <b>The Shareholder Proposals:</b>Shareholders have put forward five proposals, including the reduction of a director's term to one year, additional reporting on diversity and inclusion efforts, reporting on employee arbitration, assigning responsibility for strategic oversight of human capital management to an independent board-level committee and additional reporting on human rights.</p><p><blockquote><b>股东提案:</b>股东提出了五项提案,包括将董事任期缩短至一年、增加关于多元化和包容性努力的报告、关于员工仲裁的报告、将人力资本管理的战略监督责任分配给一个独立的董事会级委员会以及增加关于人权的报告。</blockquote></p><p> Tesla has accepted only the first proposal for discussion and rejected the other four,which pertain primarily to diversity and inclusion. The company's rejection assumes importance because of the $137 million in damages a jury ordered Tesla to pay for alleged racism in workplace.</p><p><blockquote>特斯拉只接受了第一项讨论提案,拒绝了其他四项提案,这些提案主要涉及多样性和包容性。该公司的拒绝具有重要意义,因为陪审团命令特斯拉为涉嫌工作场所种族主义支付1.37亿美元的赔偿金。</blockquote></p><p> \"The virtual meeting will feature live audio webcasts, plus the option for stockholders to submit votes and written comments and questions on meeting agenda items,\" Tesla said in definitive proxy statement filed in late September.</p><p><blockquote>特斯拉在9月底提交的最终委托书中表示:“虚拟会议将提供现场音频网络广播,股东还可以选择就会议议程项目提交投票以及书面评论和问题。”</blockquote></p><p> <b>Investor Questions That Could Be Addressed:</b>Tesla has invited investors to ask and upvote questions that they would like addressed.</p><p><blockquote><b>可以解决的投资者问题:</b>特斯拉邀请投资者提出并投票支持他们希望解决的问题。</blockquote></p><p> About 3,265 questions have been posted on the page so far. Some of the questions with the highest upvotes are the Cybertruck production start timeline and the rate of ramp; a potential stock split; the possibility of the company's proprietary 4680 battery cell launching this year; dividend plans; and a quarterly update on the energy business.</p><p><blockquote>到目前为止,该页面上已经发布了大约3265个问题。赞成票最高的一些问题是Cybertruck生产开始时间表和爬坡率;潜在的股票分割;公司专有4680电芯今年上市的可能性;股息计划;以及能源业务的季度更新。</blockquote></p><p> <b>New Headquarters On The Horizon?</b>Given that the venue was shifted to Giga Austin, tongues have begun wagging about the company potentially shifting its headquarters to Austin.</p><p><blockquote><b>地平线上的新总部?</b>鉴于地点被转移到Giga Austin,人们开始谈论该公司可能将总部转移到奥斯汀。</blockquote></p><p> Citing Musk spending more time at Giga Austin, CFO<b>Zachary Kirkhorn</b>buying a house in Austin and the company datelining its last two press releases as from Austin, Texas, Bloomberg said a shift in corporate headquarters to Texas could be a possibility.</p><p><blockquote>首席财务官称马斯克在Giga Austin花费了更多时间<b>扎卡里·柯克霍恩</b>彭博社在奥斯汀买了一栋房子,该公司最近两份新闻稿的日期都是来自德克萨斯州奥斯汀,他表示,公司总部有可能迁至德克萨斯州。</blockquote></p><p> <b>TSLA Price Action:</b>Tesla shares gained 0.28% Wednesday, closing at $782.75.</p><p><blockquote><b>特斯拉价格走势:</b>特斯拉股价周三上涨0.28%,收于782.75美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/140145d2ab6288e5002f3c3b931a0805\" tg-width=\"750\" tg-height=\"1334\" 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":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106545903","content_text":"Tesla, Inc. is scheduled to hold its annual shareholder meeting Thursday.\nThe Venue:This time around, the annual affair will be presented from the company's Giga Austin at 5:30 p.m. ET in a virtual-only format.\nA change in venue was communicated by the company on Sept. 27 along with other updates to the original announcement made on Aug. 26. The company had earlier planned to present the meeting from its flagship Fremont Giga.\nThe Agenda:Tesla has four proposals to be discussed at the meeting. These include:\n- Election of two Class II directors to serve for a term of three years\n- amendments to certificate of incorporation to reduce director terms to two years\n- amendments to certificate of incorporation and bylaws to eliminate applicable supermajority voting requirements\n- ratification of the appointment of PricewaterhouseCoopers LLP as Tesla's independent registered public accounting firm for the fiscal year ending December 2021\nA supermajority voting provision requires certain categories of bylaws to be approved by the affirmative vote of at least 66%, or two-thirds of the total voting power of all outstanding shares of Tesla common stock. The company is proposing to eliminate this.\nTesla has also put up for re-election board members James Murdoch,son of medial mogul Rupert Murdoch,and Kimbal Musk,the brother of CEO Elon Musk.\nProxy advisory firm Institutional Shareholder Services has recommended rejecting the two directors, citing its view that they have been excessively compensated.\nThe Shareholder Proposals:Shareholders have put forward five proposals, including the reduction of a director's term to one year, additional reporting on diversity and inclusion efforts, reporting on employee arbitration, assigning responsibility for strategic oversight of human capital management to an independent board-level committee and additional reporting on human rights.\nTesla has accepted only the first proposal for discussion and rejected the other four,which pertain primarily to diversity and inclusion. The company's rejection assumes importance because of the $137 million in damages a jury ordered Tesla to pay for alleged racism in workplace.\n\"The virtual meeting will feature live audio webcasts, plus the option for stockholders to submit votes and written comments and questions on meeting agenda items,\" Tesla said in definitive proxy statement filed in late September.\nInvestor Questions That Could Be Addressed:Tesla has invited investors to ask and upvote questions that they would like addressed.\nAbout 3,265 questions have been posted on the page so far. Some of the questions with the highest upvotes are the Cybertruck production start timeline and the rate of ramp; a potential stock split; the possibility of the company's proprietary 4680 battery cell launching this year; dividend plans; and a quarterly update on the energy business.\nNew Headquarters On The Horizon?Given that the venue was shifted to Giga Austin, tongues have begun wagging about the company potentially shifting its headquarters to Austin.\nCiting Musk spending more time at Giga Austin, CFOZachary Kirkhornbuying a house in Austin and the company datelining its last two press releases as from Austin, Texas, Bloomberg said a shift in corporate headquarters to Texas could be a possibility.\nTSLA Price Action:Tesla shares gained 0.28% Wednesday, closing at $782.75.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829805651,"gmtCreate":1633484409647,"gmtModify":1633484410373,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>WaIting for you to stay above $800.","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>WaIting for you to stay above $800.","text":"$Tesla Motors(TSLA)$WaIting for you to stay above $800.","images":[{"img":"https://static.tigerbbs.com/1e2023220296068348822aa7b08ab3a8","width":"720","height":"2326"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829805651","isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":864073257,"gmtCreate":1633046167234,"gmtModify":1633046192034,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"Path of every new term of presidency","listText":"Path of every new term of presidency","text":"Path of every new term of presidency","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864073257","repostId":"1168677677","repostType":4,"isVote":1,"tweetType":1,"viewCount":1119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862772650,"gmtCreate":1632920762456,"gmtModify":1632920763438,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"Everyone is talking about correction and negativity about the market yet the buying fever never subsides. Sound like crying wolf to me.","listText":"Everyone is talking about correction and negativity about the market yet the buying fever never subsides. Sound like crying wolf to me.","text":"Everyone is talking about correction and negativity about the market yet the buying fever never subsides. Sound like crying wolf to me.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862772650","repostId":"2171989792","repostType":4,"repost":{"id":"2171989792","kind":"highlight","pubTimestamp":1632918933,"share":"https://www.laohu8.com/m/news/2171989792?lang=zh_CN&edition=full","pubTime":"2021-09-29 20:35","market":"us","language":"en","title":"Tech stocks were just stomped. Here's what to watch next, according to Goldman Sachs.<blockquote>科技股刚刚遭到重挫。高盛表示,以下是接下来值得关注的内容。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2171989792","media":"MarketWatch","summary":"Tech stocks just got pounded as bad as the New York Times restaurant review of Eleven Madison Park. ","content":"<p>Tech stocks just got pounded as bad as the New York Times restaurant review of Eleven Madison Park. (Sample: the beet dish \"tastes like Lemon Pledge and smells like a burning joint.\") The 2.8% downturn for the Nasdaq Composite was the largest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage drop in six months.</p><p><blockquote>科技股刚刚遭受重创,就像《纽约时报》对麦迪逊公园十一号餐厅的评论一样糟糕。(例如:甜菜菜“尝起来像柠檬誓言,闻起来像燃烧的大麻。”)纳斯达克综合指数2.8%的跌幅是最大的<a href=\"https://laohu8.com/S/AONE.U\">一</a>-六个月内的天数百分比下降。</blockquote></p><p> The sharp rise in interest rates over the last two weeks appears to be the main culprit. According to Goldman Sachs, the 26 basis points rise in the 10-year Treasury yield since Sept. 14 represented a 1.4 standard deviation event, and the 20 basis point rise in the 10-year TIPS yield represents a 1.7 standard deviation event.</p><p><blockquote>过去两周利率的大幅上升似乎是罪魁祸首。高盛表示,自9月14日以来,10年期国债收益率上升26个基点代表1.4标准差事件,10年期TIPS收益率上升20个基点代表1.7标准差事件。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e4ea8be326537971e62e8118dec0b81\" tg-width=\"700\" tg-height=\"656\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Since 1965, they note, stocks struggle when rates rise by two or more standard deviations. With the long-duration information technology and communication services sector now accounting for 40% of the S&P 500 market cap, the index is even more sensitive to rate shocks.</p><p><blockquote>他们指出,自1965年以来,当利率上升两个或更多标准差时,股市就会陷入困境。由于长期信息技术和通信服务行业目前占标普500市值的40%,该指数对利率冲击更加敏感。</blockquote></p><p> Another issue, say strategists led by Ryan Hammond, is that the backdrop for stocks isn't as favorable as when interest rates initially jumped at the beginning of the year. \"That move largely reflected the ongoing improvement in the economic growth outlook following the vaccine announcements in early November. Today, economic growth is decelerating, the FOMC [Federal Open Market Committee] is expected to announce the start of tapering at its November meeting, and our economists have downgraded China's economic growth forecasts,\" say the economists.</p><p><blockquote>瑞安·哈蒙德(Ryan Hammond)领导的策略师表示,另一个问题是,股市的背景并不像年初利率最初飙升时那么有利。“这一举措在很大程度上反映了11月初宣布疫苗后经济增长前景的持续改善。如今,经济增长正在减速,FOMC(联邦公开市场委员会)预计将在11月会议上宣布开始缩减规模,我们的经济学家下调了中国经济增长预期,”经济学家表示。</blockquote></p><p> So what to look at now? Focus on the speed of the rate moves more than the level. The 10-year yield would have to rise above 2.3% for relative valuations -- the difference between the earnings yield and the bond yield -- to rank above the long-term average.</p><p><blockquote>那么现在看什么呢?关注移动速度而不是水平。10年期国债收益率必须升至2.3%以上,相对估值(盈利收益率与债券收益率之间的差异)才能高于长期平均水平。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a7e0148a36c4317619a03b61b44f9175\" tg-width=\"700\" tg-height=\"655\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The Goldman strategists also aren't as bullish toward short-duration value stocks as they were earlier in the year. \"We expect the magnitude of outperformance for short-duration value stocks will be more muted in today's environment than in the early 2021 experience, given the less favorable current economic backdrop of decelerating growth,\" they say. Maintain longer-term positions in high-quality secular growth stocks, they add.</p><p><blockquote>高盛策略师也不像今年早些时候那样看好短期价值股。他们表示:“鉴于当前增长放缓的经济背景不太有利,我们预计短期价值股在当今环境下的优异表现将比2021年初的经历更加微弱。”他们补充说,保持优质长期成长型股票的长期头寸。</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>Tech stocks were just stomped. Here's what to watch next, according to Goldman Sachs.<blockquote>科技股刚刚遭到重挫。高盛表示,以下是接下来值得关注的内容。</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\">\nTech stocks were just stomped. Here's what to watch next, according to Goldman Sachs.<blockquote>科技股刚刚遭到重挫。高盛表示,以下是接下来值得关注的内容。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-09-29 20:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tech stocks just got pounded as bad as the New York Times restaurant review of Eleven Madison Park. (Sample: the beet dish \"tastes like Lemon Pledge and smells like a burning joint.\") The 2.8% downturn for the Nasdaq Composite was the largest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage drop in six months.</p><p><blockquote>科技股刚刚遭受重创,就像《纽约时报》对麦迪逊公园十一号餐厅的评论一样糟糕。(例如:甜菜菜“尝起来像柠檬誓言,闻起来像燃烧的大麻。”)纳斯达克综合指数2.8%的跌幅是最大的<a href=\"https://laohu8.com/S/AONE.U\">一</a>-六个月内的天数百分比下降。</blockquote></p><p> The sharp rise in interest rates over the last two weeks appears to be the main culprit. According to Goldman Sachs, the 26 basis points rise in the 10-year Treasury yield since Sept. 14 represented a 1.4 standard deviation event, and the 20 basis point rise in the 10-year TIPS yield represents a 1.7 standard deviation event.</p><p><blockquote>过去两周利率的大幅上升似乎是罪魁祸首。高盛表示,自9月14日以来,10年期国债收益率上升26个基点代表1.4标准差事件,10年期TIPS收益率上升20个基点代表1.7标准差事件。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e4ea8be326537971e62e8118dec0b81\" tg-width=\"700\" tg-height=\"656\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Since 1965, they note, stocks struggle when rates rise by two or more standard deviations. With the long-duration information technology and communication services sector now accounting for 40% of the S&P 500 market cap, the index is even more sensitive to rate shocks.</p><p><blockquote>他们指出,自1965年以来,当利率上升两个或更多标准差时,股市就会陷入困境。由于长期信息技术和通信服务行业目前占标普500市值的40%,该指数对利率冲击更加敏感。</blockquote></p><p> Another issue, say strategists led by Ryan Hammond, is that the backdrop for stocks isn't as favorable as when interest rates initially jumped at the beginning of the year. \"That move largely reflected the ongoing improvement in the economic growth outlook following the vaccine announcements in early November. Today, economic growth is decelerating, the FOMC [Federal Open Market Committee] is expected to announce the start of tapering at its November meeting, and our economists have downgraded China's economic growth forecasts,\" say the economists.</p><p><blockquote>瑞安·哈蒙德(Ryan Hammond)领导的策略师表示,另一个问题是,股市的背景并不像年初利率最初飙升时那么有利。“这一举措在很大程度上反映了11月初宣布疫苗后经济增长前景的持续改善。如今,经济增长正在减速,FOMC(联邦公开市场委员会)预计将在11月会议上宣布开始缩减规模,我们的经济学家下调了中国经济增长预期,”经济学家表示。</blockquote></p><p> So what to look at now? Focus on the speed of the rate moves more than the level. The 10-year yield would have to rise above 2.3% for relative valuations -- the difference between the earnings yield and the bond yield -- to rank above the long-term average.</p><p><blockquote>那么现在看什么呢?关注移动速度而不是水平。10年期国债收益率必须升至2.3%以上,相对估值(盈利收益率与债券收益率之间的差异)才能高于长期平均水平。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a7e0148a36c4317619a03b61b44f9175\" tg-width=\"700\" tg-height=\"655\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The Goldman strategists also aren't as bullish toward short-duration value stocks as they were earlier in the year. \"We expect the magnitude of outperformance for short-duration value stocks will be more muted in today's environment than in the early 2021 experience, given the less favorable current economic backdrop of decelerating growth,\" they say. Maintain longer-term positions in high-quality secular growth stocks, they add.</p><p><blockquote>高盛策略师也不像今年早些时候那样看好短期价值股。他们表示:“鉴于当前增长放缓的经济背景不太有利,我们预计短期价值股在当今环境下的优异表现将比2021年初的经历更加微弱。”他们补充说,保持优质长期成长型股票的长期头寸。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/tech-stocks-were-just-stomped-heres-what-to-watch-next-according-to-goldman-sachs-11632912648?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1632918812\">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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/tech-stocks-were-just-stomped-heres-what-to-watch-next-according-to-goldman-sachs-11632912648?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1632918812","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171989792","content_text":"Tech stocks just got pounded as bad as the New York Times restaurant review of Eleven Madison Park. (Sample: the beet dish \"tastes like Lemon Pledge and smells like a burning joint.\") The 2.8% downturn for the Nasdaq Composite was the largest one-day percentage drop in six months.\nThe sharp rise in interest rates over the last two weeks appears to be the main culprit. According to Goldman Sachs, the 26 basis points rise in the 10-year Treasury yield since Sept. 14 represented a 1.4 standard deviation event, and the 20 basis point rise in the 10-year TIPS yield represents a 1.7 standard deviation event.\n\nSince 1965, they note, stocks struggle when rates rise by two or more standard deviations. With the long-duration information technology and communication services sector now accounting for 40% of the S&P 500 market cap, the index is even more sensitive to rate shocks.\nAnother issue, say strategists led by Ryan Hammond, is that the backdrop for stocks isn't as favorable as when interest rates initially jumped at the beginning of the year. \"That move largely reflected the ongoing improvement in the economic growth outlook following the vaccine announcements in early November. Today, economic growth is decelerating, the FOMC [Federal Open Market Committee] is expected to announce the start of tapering at its November meeting, and our economists have downgraded China's economic growth forecasts,\" say the economists.\nSo what to look at now? Focus on the speed of the rate moves more than the level. The 10-year yield would have to rise above 2.3% for relative valuations -- the difference between the earnings yield and the bond yield -- to rank above the long-term average.\n\nThe Goldman strategists also aren't as bullish toward short-duration value stocks as they were earlier in the year. \"We expect the magnitude of outperformance for short-duration value stocks will be more muted in today's environment than in the early 2021 experience, given the less favorable current economic backdrop of decelerating growth,\" they say. Maintain longer-term positions in high-quality secular growth stocks, they add.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862771458,"gmtCreate":1632920406924,"gmtModify":1632920408093,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>don't think it has bottom up yet. Need some strong signal before entry. Still bearish.","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>don't think it has bottom up yet. Need some strong signal before entry. Still bearish.","text":"$Apple(AAPL)$don't think it has bottom up yet. Need some strong signal before entry. Still bearish.","images":[{"img":"https://static.tigerbbs.com/4c5dfa5a82258822f7f609bfcfa274ad","width":"720","height":"2326"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862771458","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":345653808,"gmtCreate":1618312140504,"gmtModify":1631886887851,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>time to move","listText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>time to move","text":"$Altimeter Growth Corp.(AGC)$time to move","images":[{"img":"https://static.tigerbbs.com/ea91f671e5eb170a2edb8356646c7095","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/345653808","isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":807578318,"gmtCreate":1628046606634,"gmtModify":1631884553372,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"Would be nice to see Docusign next entry point, $251.98 or $282.77.","listText":"Would be nice to see Docusign next entry point, $251.98 or $282.77.","text":"Would be nice to see Docusign next entry point, $251.98 or $282.77.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/807578318","repostId":"1108962688","repostType":4,"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349926590,"gmtCreate":1617524760910,"gmtModify":1634520645799,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"Up, up to the moon!","listText":"Up, up to the moon!","text":"Up, up to the moon!","images":[{"img":"https://static.tigerbbs.com/4409b1b578cc6e90ab24edb10c028ffa","width":"720","height":"2095"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/349926590","isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":839261964,"gmtCreate":1629161763858,"gmtModify":1631892942489,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"Be wary when the market continues to post new high in a pandemic era. Clear sign of inevitable correction in the near future of at least 15% or more.","listText":"Be wary when the market continues to post new high in a pandemic era. Clear sign of inevitable correction in the near future of at least 15% or more.","text":"Be wary when the market continues to post new high in a pandemic era. Clear sign of inevitable correction in the near future of at least 15% or more.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/839261964","repostId":"2160278866","repostType":4,"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155083044,"gmtCreate":1625363944688,"gmtModify":1631892776136,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"Wondering what price it will reach?","listText":"Wondering what price it will reach?","text":"Wondering what price it will reach?","images":[{"img":"https://static.tigerbbs.com/6fb1b321b95c2ddd5390a24e0274d313","width":"720","height":"2317"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/155083044","isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":132477290,"gmtCreate":1622111616810,"gmtModify":1634183762331,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/132477290","repostId":"1144706413","repostType":4,"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":693547539,"gmtCreate":1640053935936,"gmtModify":1640054464359,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"What goes down will eventually raise again. Just a matter of time. Be patience ","listText":"What goes down will eventually raise again. Just a matter of time. Be patience ","text":"What goes down will eventually raise again. Just a matter of time. Be patience","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/693547539","repostId":"2193761136","repostType":4,"isVote":1,"tweetType":1,"viewCount":2861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860398167,"gmtCreate":1632131507659,"gmtModify":1632802650008,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>another week of volatility and likely downward trend.","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>another week of volatility and likely downward trend.","text":"$NIO Inc.(NIO)$another week of volatility and likely downward trend.","images":[{"img":"https://static.tigerbbs.com/c106a49e72d378f0fd7d13476db8a460","width":"720","height":"2397"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/860398167","isVote":1,"tweetType":1,"viewCount":866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":807548003,"gmtCreate":1628045852502,"gmtModify":1631892942521,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"Maybe its time for ASML management to consider splitting the stock to take advantage of the continuous high demand of their products.","listText":"Maybe its time for ASML management to consider splitting the stock to take advantage of the continuous high demand of their products.","text":"Maybe its time for ASML management to consider splitting the stock to take advantage of the continuous high demand of their products.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/807548003","repostId":"1123853854","repostType":4,"repost":{"id":"1123853854","kind":"news","pubTimestamp":1628045254,"share":"https://www.laohu8.com/m/news/1123853854?lang=zh_CN&edition=full","pubTime":"2021-08-04 10:47","market":"us","language":"en","title":"ASML: Strong Momentum Should Lead To Higher Revenue Expectations At Upcoming Investor Day<blockquote>ASML:强劲的势头应该会在即将到来的投资者日带来更高的收入预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123853854","media":"seekingalpha","summary":"Summary\n\nASML recently reported Q2 2021 earnings that were quite good, while the order intake was im","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>ASML recently reported Q2 2021 earnings that were quite good, while the order intake was impressive, and also announced a new share buyback program.</li> <li>My medium-term expectations for EUV sales were confirmed by the company, which means that ASML will certainly raise its 2025 revenue estimates at its upcoming investor day.</li> <li>The stock has reached consecutive new all-time highs in recent months, but there is still upside in the short term.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbbfa8ed4239d6e8d29d42367fc89fa\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>ASML最近公布的2021年第二季度收益相当不错,订单量也令人印象深刻,还宣布了新的股票回购计划。</li><li>我对EUV销售的中期预期得到了该公司的证实,这意味着ASML肯定会在即将到来的投资者日上调2025年的收入预期。</li><li>该股近几个月连续创出历史新高,但短期仍有上行空间。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>ASMLNV</b>(ASML) continues to be one of the best semiconductor stocks for long-term investors and the upcoming investor day can be an important catalyst for a higher share price.</p><p><blockquote><b>ASMLNV</b>(ASML)仍然是长期投资者最好的半导体股票之一,即将到来的投资者日可能是股价上涨的重要催化剂。</blockquote></p><p> I have been bullish on ASML since my first article was published on the company last March, even though I’ve taken some profits recently because this stock was my largest holding and I wanted to diversify my portfolio a little bit.</p><p><blockquote>自从去年3月发表第一篇关于ASML的文章以来,我一直看好该公司,尽管我最近获利了结,因为这只股票是我最大的持股,我想稍微分散一下我的投资组合。</blockquote></p><p> Since then, the company has reported earnings related to Q2 2021, that continued to show a great operating performance, and my growth expectations were upgraded due to bullish comments from the company.</p><p><blockquote>此后,该公司公布了与2021年第二季度相关的收益,继续显示出良好的经营业绩,由于该公司的看涨评论,我的增长预期被上调。</blockquote></p><p> <b>Recent Earnings</b></p><p><blockquote><b>近期收益</b></blockquote></p><p> In Q2 2021, ASML reported strong revenue and earnings growth, showing that its operating momentum continues to be quite strong. Its revenues increased by 21% YoY to €4 billion, which was slightly below estimates, while its net income was around €1 billion and EPS was €2.52 (+41% YoY), ahead of sell-side expectations.</p><p><blockquote>2021年第二季度,ASML报告了强劲的收入和盈利增长,表明其运营势头继续相当强劲。其收入同比增长21%至40亿欧元,略低于预期,而净利润约为10亿欧元,每股收益为2.52欧元(同比增长41%),超出卖方预期。</blockquote></p><p> During the quarter, ASML’s net systems sales amounted to €2.9 billion, while its Installed Base Management sales were €1.1 billion. This revenue from Installed Based Management was above the company’s guidance of around €900 million and is justified by the current situation in the semiconductor industry (the chip shortage) that is pushing customers to software upgrades to improve productivity of the systems.</p><p><blockquote>本季度,ASML的净系统销售额为29亿欧元,而其安装基地管理销售额为11亿欧元。来自安装管理的收入高于该公司约9亿欧元的指导,并且半导体行业的当前形势(芯片短缺)促使客户进行软件升级以提高系统生产力,这是合理的。</blockquote></p><p> In this last quarter, ASML has recognized revenue fornineEUV units, compared tosevenunits in the previous quarter, even though it has delivered 10 units to customers and will recognize revenue for the remaining unit in the next quarter. EUV revenue represented 45% of its system sales in the quarter, compared to 36% in the previous quarter, and shows that EUV should be its major growth source in the next few quarters.</p><p><blockquote>在上个季度,ASML已确认了9台EUV设备的收入,而上一季度为7台,尽管它已向客户交付了10台设备,并将在下个季度确认剩余设备的收入。EUV收入占本季度系统销售额的45%,而上一季度为36%,这表明EUV应该是其未来几个季度的主要增长来源。</blockquote></p><p> At this pace, ASML should increase the number of EUV units delivered in 2020 compared to the previous year (it delivered 31 EUV units), but it may miss my expectation of about 38 units delivered this year if deliveries do not ramp a little bit up in the next two quarters.</p><p><blockquote>按照这个速度,ASML应该会比上一年增加2020年交付的EUV单元数量(交付了31个EUV单元),但如果交付量不增加一点,它可能会达不到我今年交付约38个单元的预期。接下来的两个季度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a48a69a3ba61e82df997470af977ae5\" tg-width=\"1042\" tg-height=\"252\" width=\"100%\" height=\"auto\"><span>Source: ASML.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:ASML。</span></p></blockquote></p><p> ASML’s gross margin of 50.9% was above its prior guidance, mainly due to software upgrades that weren’t expected. Its gross margin outlook for the full year is between 51-52%, compared to 48.6% reported in 2020, another support for earnings growth in coming quarters.</p><p><blockquote>ASML的毛利率为50.9%,高于之前的指引,主要是由于软件升级出乎意料。其全年毛利率预期在51-52%之间,而2020年报告的毛利率为48.6%,这是未来几个季度盈利增长的另一个支撑。</blockquote></p><p> Regarding its net bookings, they were close to €8.3 billion, of which €4.9 billion is related to EUV systems, which is a reflection of the strong demand that currently exists in the semiconductor industry. This represents a great increase in bookings compared to the previous quarter (€4.7 billion in Q1), which is not totally surprising considering the recent announcements by its major customers <b>TSMC</b>(TSM) and <b>Intel</b>(INTC) of new factories and increased capex plans for the next couple of years, of which lithography machines are critical elements.</p><p><blockquote>关于其净预订量,接近83亿欧元,其中49亿欧元与EUV系统相关,这反映了半导体行业目前存在的强劲需求。与上一季度(第一季度为47亿欧元)相比,这意味着预订量大幅增长,考虑到其主要客户最近的公告,这并不完全令人惊讶<b>台积电</b>(TSM)和<b>英特尔</b>(INTC)的新工厂和未来几年增加的资本支出计划,其中光刻机是关键要素。</blockquote></p><p> Beyond that, while the majority of orders for EUV units come from Logic customers, this quarter ASML had the greatest order intake from Memory customers, most likely from <b>Micron Technology</b>(MU) and <b>SK Hynix</b>(OTC:HXSCF), which is important to diversify its customer base that still is relatively concentrated regarding EUV units. Moreover, investors should also be aware that ASML is not selling EUV units in China, which could represent another growth source in the future if, eventually, the U.S.-China political relationships improve, even though I think that is unlikely at this stage.</p><p><blockquote>除此之外,虽然EUV单元的大部分订单来自逻辑客户,但本季度ASML从内存客户那里获得的订单最多,很可能来自<b>美光科技</b>(MU)和<b>SK海力士</b>(场外交易代码:HXSCF),这对于实现其客户群多元化非常重要,而客户群仍然相对集中在EUV设备上。此外,投资者还应该意识到,ASML没有在中国销售EUV设备,如果美中政治关系最终改善,这可能是未来的另一个增长来源,尽管我认为现阶段不太可能。</blockquote></p><p> Going forward, the company raised its 2021 guidance and now expects net revenue growth of about 35% (previous expectations were for 30% annual revenue growth) and a gross margin between 51-52%. ASML has also guided for EUV revenue growth of about 35% YoY, which corresponds to some 39-40 units, thus the company is expecting to deliver a higher number of units in the second half of the year than in the previous six months, justified by its push to improve its manufacturing and supply chain capabilities.</p><p><blockquote>展望未来,该公司上调了2021年指引,目前预计净收入增长约35%(此前预期年收入增长30%),毛利率在51-52%之间。ASML还预计EUV收入同比增长约35%,相当于约39-40台,因此该公司预计下半年交付的单位数量将高于前六个月,这是合理的其推动提高制造和供应链能力。</blockquote></p><p></p><p> As I’ve discussed in a previous article, ASML was somewhat constrained to grow its EUV production and has made some efforts to increase production in the coming years. This was confirmed in the earnings call, with the company saying that it expects to deliver some 55 units in 2022, growing to over 60 units in 2023.</p><p><blockquote>正如我在上一篇文章中所讨论的,ASML在增加EUV产量方面受到一定限制,并在未来几年做出了一些努力来增加产量。这一点在财报看涨期权中得到了证实,该公司表示,预计2022年交付约55台,2023年将增长到60多台。</blockquote></p><p> I’ve forecasted in that previous analysis that ASML would grow its EUV sales by aroundfiveunits per year after 2022 and reach unit sales of around 70 units by 2025. This now seems to be a conservative estimate and ASML may easily beat my expectations of 70 units and around €11 billion in revenue from EUV by 2025, as demand for its systems is clearly very strong right now.</p><p><blockquote>我在之前的分析中预测,ASML的EUV销量将在2022年之后每年增长约5台,到2025年销量将达到约70台。这现在似乎是一个保守的估计,ASML可能会轻松超出我的预期,即到2025年,EUV的70台和约110亿欧元的收入,因为目前对其系统的需求显然非常强劲。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed697ade2047cb8381d563726e9a0864\" tg-width=\"600\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: ASML and author’s calculations.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:ASML和作者的计算。</span></p></blockquote></p><p> <b>Capital Returns & Investor Day</b></p><p><blockquote><b>资本回报和投资者日</b></blockquote></p><p> Beyond strong growth and profitability, another positive factor for a higher share price has been its capital return policy, given that ASML has a very good history both through dividends and share buybacks.</p><p><blockquote>除了强劲的增长和盈利能力之外,股价上涨的另一个积极因素是其资本回报政策,因为ASML在股息和股票回购方面都有着非常良好的历史。</blockquote></p><p> This trend is not expected to change much over the long term and was reinforced recently. Indeed, as I’ve predicted in a previous article, the company increased its share buyback program to €9 billion, to be completed by the end of 2023, substituting immediately the previous program.</p><p><blockquote>从长远来看,这一趋势预计不会发生太大变化,并且最近得到了加强。事实上,正如我在上一篇文章中预测的那样,该公司将其股票回购计划增加至90亿欧元,将于2023年底完成,立即取代之前的计划。</blockquote></p><p> This is a strong increase from its previous share buyback program of €6 billion that was to be completed this year (ASML completed €5.2 billion of this program), showing that ASML has a solid financial position that enables it to invest in the future of its business through R&D and capex, but also return significant amounts of capital to shareholders.</p><p><blockquote>这比其之前将于今年完成的60亿欧元股票回购计划(ASML完成了该计划中的52亿欧元)有了强劲的增长,表明ASML拥有稳健的财务状况,使其能够通过研发和资本支出投资其业务的未来,同时也向股东返还大量资本。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84129202a0103e8396a273c5740e57a1\" tg-width=\"500\" tg-height=\"223\" width=\"100%\" height=\"auto\"><span>Source: ASML.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:ASML。</span></p></blockquote></p><p> ASML is delivering impressive results and returning even more capital to shareholders, leading its stock to reach consecutive new all-time highs during the past few months. Despite this, there is still upside and this may become more evident in its upcoming investor day, where the company will update investors about its future scenarios regarding revenues and earnings.</p><p><blockquote>ASML取得了令人印象深刻的业绩,并向股东返还了更多资本,导致其股价在过去几个月连续创下历史新高。尽管如此,仍有上涨空间,这一点可能会在即将到来的投资者日变得更加明显,届时该公司将向投资者通报其未来收入和盈利的最新情况。</blockquote></p><p> Indeed, ASML has scheduled an investor day on 29 September 2021, where it will certainly raise its medium-term targets compared to the targets set in 2018. Its current revenue target is for a range of €15-24 billion in annual revenues by 2025, which is clearly outdated, considering that ASML should reach revenues of about €19 billion this year.</p><p><blockquote>事实上,ASML已安排在2021年9月29日举行投资者日,与2018年设定的目标相比,该公司肯定会提高中期目标。其目前的收入目标是到2025年年收入达到15-240亿欧元,考虑到ASML今年的收入应达到约190亿欧元,这显然已经过时了。</blockquote></p><p> As I’ve said in previous articles, I expect ASML to increase its revenue target to a medium-level of around €30 billion or higher by 2025, a much higher level than current sell-side consensus' expectation in 2025 (€26.1 billion). Therefore, this investor day could be another catalyst for a higher share price in the short term, as sell-side estimates will most likely increase following this event. This could be an important driver for a higher share price in the next 3-6 months.</p><p><blockquote>正如我在之前的文章中所说,我预计ASML到2025年将其收入目标提高到300亿欧元左右或更高的中等水平,远高于当前卖方对2025年的共识预期(261亿欧元)。因此,这个投资者日可能是短期内股价上涨的另一个催化剂,因为在此事件之后,卖方的预期很可能会增加。这可能是未来3-6个月股价上涨的重要推动力。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> ASML has reported another good quarter with the strong order intake being the most impressive factor in my opinion. This is clearly a very bullish factor for ASML’s business in the next few years and a good support for higher revenue expectations in the medium term. I expect ASML to increase its revenue range at its upcoming investor day, which may be a positive catalyst for its share price in the coming months, and therefore remain bullish on ASML.</p><p><blockquote>ASML报告了又一个良好的季度,在我看来,强劲的订单量是最令人印象深刻的因素。这显然是对ASML未来几年业务非常看涨的因素,也是对中期更高收入预期的良好支撑。我预计ASML将在即将到来的投资者日提高其收入范围,这可能是其未来几个月股价的积极催化剂,因此仍然看好ASML。</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>ASML: Strong Momentum Should Lead To Higher Revenue Expectations At Upcoming Investor Day<blockquote>ASML:强劲的势头应该会在即将到来的投资者日带来更高的收入预期</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; 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}\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\">\nASML: Strong Momentum Should Lead To Higher Revenue Expectations At Upcoming Investor Day<blockquote>ASML:强劲的势头应该会在即将到来的投资者日带来更高的收入预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-08-04 10:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>ASML recently reported Q2 2021 earnings that were quite good, while the order intake was impressive, and also announced a new share buyback program.</li> <li>My medium-term expectations for EUV sales were confirmed by the company, which means that ASML will certainly raise its 2025 revenue estimates at its upcoming investor day.</li> <li>The stock has reached consecutive new all-time highs in recent months, but there is still upside in the short term.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbbfa8ed4239d6e8d29d42367fc89fa\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>ASML最近公布的2021年第二季度收益相当不错,订单量也令人印象深刻,还宣布了新的股票回购计划。</li><li>我对EUV销售的中期预期得到了该公司的证实,这意味着ASML肯定会在即将到来的投资者日上调2025年的收入预期。</li><li>该股近几个月连续创出历史新高,但短期仍有上行空间。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>ASMLNV</b>(ASML) continues to be one of the best semiconductor stocks for long-term investors and the upcoming investor day can be an important catalyst for a higher share price.</p><p><blockquote><b>ASMLNV</b>(ASML)仍然是长期投资者最好的半导体股票之一,即将到来的投资者日可能是股价上涨的重要催化剂。</blockquote></p><p> I have been bullish on ASML since my first article was published on the company last March, even though I’ve taken some profits recently because this stock was my largest holding and I wanted to diversify my portfolio a little bit.</p><p><blockquote>自从去年3月发表第一篇关于ASML的文章以来,我一直看好该公司,尽管我最近获利了结,因为这只股票是我最大的持股,我想稍微分散一下我的投资组合。</blockquote></p><p> Since then, the company has reported earnings related to Q2 2021, that continued to show a great operating performance, and my growth expectations were upgraded due to bullish comments from the company.</p><p><blockquote>此后,该公司公布了与2021年第二季度相关的收益,继续显示出良好的经营业绩,由于该公司的看涨评论,我的增长预期被上调。</blockquote></p><p> <b>Recent Earnings</b></p><p><blockquote><b>近期收益</b></blockquote></p><p> In Q2 2021, ASML reported strong revenue and earnings growth, showing that its operating momentum continues to be quite strong. Its revenues increased by 21% YoY to €4 billion, which was slightly below estimates, while its net income was around €1 billion and EPS was €2.52 (+41% YoY), ahead of sell-side expectations.</p><p><blockquote>2021年第二季度,ASML报告了强劲的收入和盈利增长,表明其运营势头继续相当强劲。其收入同比增长21%至40亿欧元,略低于预期,而净利润约为10亿欧元,每股收益为2.52欧元(同比增长41%),超出卖方预期。</blockquote></p><p> During the quarter, ASML’s net systems sales amounted to €2.9 billion, while its Installed Base Management sales were €1.1 billion. This revenue from Installed Based Management was above the company’s guidance of around €900 million and is justified by the current situation in the semiconductor industry (the chip shortage) that is pushing customers to software upgrades to improve productivity of the systems.</p><p><blockquote>本季度,ASML的净系统销售额为29亿欧元,而其安装基地管理销售额为11亿欧元。来自安装管理的收入高于该公司约9亿欧元的指导,并且半导体行业的当前形势(芯片短缺)促使客户进行软件升级以提高系统生产力,这是合理的。</blockquote></p><p> In this last quarter, ASML has recognized revenue fornineEUV units, compared tosevenunits in the previous quarter, even though it has delivered 10 units to customers and will recognize revenue for the remaining unit in the next quarter. EUV revenue represented 45% of its system sales in the quarter, compared to 36% in the previous quarter, and shows that EUV should be its major growth source in the next few quarters.</p><p><blockquote>在上个季度,ASML已确认了9台EUV设备的收入,而上一季度为7台,尽管它已向客户交付了10台设备,并将在下个季度确认剩余设备的收入。EUV收入占本季度系统销售额的45%,而上一季度为36%,这表明EUV应该是其未来几个季度的主要增长来源。</blockquote></p><p> At this pace, ASML should increase the number of EUV units delivered in 2020 compared to the previous year (it delivered 31 EUV units), but it may miss my expectation of about 38 units delivered this year if deliveries do not ramp a little bit up in the next two quarters.</p><p><blockquote>按照这个速度,ASML应该会比上一年增加2020年交付的EUV单元数量(交付了31个EUV单元),但如果交付量不增加一点,它可能会达不到我今年交付约38个单元的预期。接下来的两个季度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a48a69a3ba61e82df997470af977ae5\" tg-width=\"1042\" tg-height=\"252\" width=\"100%\" height=\"auto\"><span>Source: ASML.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:ASML。</span></p></blockquote></p><p> ASML’s gross margin of 50.9% was above its prior guidance, mainly due to software upgrades that weren’t expected. Its gross margin outlook for the full year is between 51-52%, compared to 48.6% reported in 2020, another support for earnings growth in coming quarters.</p><p><blockquote>ASML的毛利率为50.9%,高于之前的指引,主要是由于软件升级出乎意料。其全年毛利率预期在51-52%之间,而2020年报告的毛利率为48.6%,这是未来几个季度盈利增长的另一个支撑。</blockquote></p><p> Regarding its net bookings, they were close to €8.3 billion, of which €4.9 billion is related to EUV systems, which is a reflection of the strong demand that currently exists in the semiconductor industry. This represents a great increase in bookings compared to the previous quarter (€4.7 billion in Q1), which is not totally surprising considering the recent announcements by its major customers <b>TSMC</b>(TSM) and <b>Intel</b>(INTC) of new factories and increased capex plans for the next couple of years, of which lithography machines are critical elements.</p><p><blockquote>关于其净预订量,接近83亿欧元,其中49亿欧元与EUV系统相关,这反映了半导体行业目前存在的强劲需求。与上一季度(第一季度为47亿欧元)相比,这意味着预订量大幅增长,考虑到其主要客户最近的公告,这并不完全令人惊讶<b>台积电</b>(TSM)和<b>英特尔</b>(INTC)的新工厂和未来几年增加的资本支出计划,其中光刻机是关键要素。</blockquote></p><p> Beyond that, while the majority of orders for EUV units come from Logic customers, this quarter ASML had the greatest order intake from Memory customers, most likely from <b>Micron Technology</b>(MU) and <b>SK Hynix</b>(OTC:HXSCF), which is important to diversify its customer base that still is relatively concentrated regarding EUV units. Moreover, investors should also be aware that ASML is not selling EUV units in China, which could represent another growth source in the future if, eventually, the U.S.-China political relationships improve, even though I think that is unlikely at this stage.</p><p><blockquote>除此之外,虽然EUV单元的大部分订单来自逻辑客户,但本季度ASML从内存客户那里获得的订单最多,很可能来自<b>美光科技</b>(MU)和<b>SK海力士</b>(场外交易代码:HXSCF),这对于实现其客户群多元化非常重要,而客户群仍然相对集中在EUV设备上。此外,投资者还应该意识到,ASML没有在中国销售EUV设备,如果美中政治关系最终改善,这可能是未来的另一个增长来源,尽管我认为现阶段不太可能。</blockquote></p><p> Going forward, the company raised its 2021 guidance and now expects net revenue growth of about 35% (previous expectations were for 30% annual revenue growth) and a gross margin between 51-52%. ASML has also guided for EUV revenue growth of about 35% YoY, which corresponds to some 39-40 units, thus the company is expecting to deliver a higher number of units in the second half of the year than in the previous six months, justified by its push to improve its manufacturing and supply chain capabilities.</p><p><blockquote>展望未来,该公司上调了2021年指引,目前预计净收入增长约35%(此前预期年收入增长30%),毛利率在51-52%之间。ASML还预计EUV收入同比增长约35%,相当于约39-40台,因此该公司预计下半年交付的单位数量将高于前六个月,这是合理的其推动提高制造和供应链能力。</blockquote></p><p></p><p> As I’ve discussed in a previous article, ASML was somewhat constrained to grow its EUV production and has made some efforts to increase production in the coming years. This was confirmed in the earnings call, with the company saying that it expects to deliver some 55 units in 2022, growing to over 60 units in 2023.</p><p><blockquote>正如我在上一篇文章中所讨论的,ASML在增加EUV产量方面受到一定限制,并在未来几年做出了一些努力来增加产量。这一点在财报看涨期权中得到了证实,该公司表示,预计2022年交付约55台,2023年将增长到60多台。</blockquote></p><p> I’ve forecasted in that previous analysis that ASML would grow its EUV sales by aroundfiveunits per year after 2022 and reach unit sales of around 70 units by 2025. This now seems to be a conservative estimate and ASML may easily beat my expectations of 70 units and around €11 billion in revenue from EUV by 2025, as demand for its systems is clearly very strong right now.</p><p><blockquote>我在之前的分析中预测,ASML的EUV销量将在2022年之后每年增长约5台,到2025年销量将达到约70台。这现在似乎是一个保守的估计,ASML可能会轻松超出我的预期,即到2025年,EUV的70台和约110亿欧元的收入,因为目前对其系统的需求显然非常强劲。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed697ade2047cb8381d563726e9a0864\" tg-width=\"600\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: ASML and author’s calculations.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:ASML和作者的计算。</span></p></blockquote></p><p> <b>Capital Returns & Investor Day</b></p><p><blockquote><b>资本回报和投资者日</b></blockquote></p><p> Beyond strong growth and profitability, another positive factor for a higher share price has been its capital return policy, given that ASML has a very good history both through dividends and share buybacks.</p><p><blockquote>除了强劲的增长和盈利能力之外,股价上涨的另一个积极因素是其资本回报政策,因为ASML在股息和股票回购方面都有着非常良好的历史。</blockquote></p><p> This trend is not expected to change much over the long term and was reinforced recently. Indeed, as I’ve predicted in a previous article, the company increased its share buyback program to €9 billion, to be completed by the end of 2023, substituting immediately the previous program.</p><p><blockquote>从长远来看,这一趋势预计不会发生太大变化,并且最近得到了加强。事实上,正如我在上一篇文章中预测的那样,该公司将其股票回购计划增加至90亿欧元,将于2023年底完成,立即取代之前的计划。</blockquote></p><p> This is a strong increase from its previous share buyback program of €6 billion that was to be completed this year (ASML completed €5.2 billion of this program), showing that ASML has a solid financial position that enables it to invest in the future of its business through R&D and capex, but also return significant amounts of capital to shareholders.</p><p><blockquote>这比其之前将于今年完成的60亿欧元股票回购计划(ASML完成了该计划中的52亿欧元)有了强劲的增长,表明ASML拥有稳健的财务状况,使其能够通过研发和资本支出投资其业务的未来,同时也向股东返还大量资本。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84129202a0103e8396a273c5740e57a1\" tg-width=\"500\" tg-height=\"223\" width=\"100%\" height=\"auto\"><span>Source: ASML.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:ASML。</span></p></blockquote></p><p> ASML is delivering impressive results and returning even more capital to shareholders, leading its stock to reach consecutive new all-time highs during the past few months. Despite this, there is still upside and this may become more evident in its upcoming investor day, where the company will update investors about its future scenarios regarding revenues and earnings.</p><p><blockquote>ASML取得了令人印象深刻的业绩,并向股东返还了更多资本,导致其股价在过去几个月连续创下历史新高。尽管如此,仍有上涨空间,这一点可能会在即将到来的投资者日变得更加明显,届时该公司将向投资者通报其未来收入和盈利的最新情况。</blockquote></p><p> Indeed, ASML has scheduled an investor day on 29 September 2021, where it will certainly raise its medium-term targets compared to the targets set in 2018. Its current revenue target is for a range of €15-24 billion in annual revenues by 2025, which is clearly outdated, considering that ASML should reach revenues of about €19 billion this year.</p><p><blockquote>事实上,ASML已安排在2021年9月29日举行投资者日,与2018年设定的目标相比,该公司肯定会提高中期目标。其目前的收入目标是到2025年年收入达到15-240亿欧元,考虑到ASML今年的收入应达到约190亿欧元,这显然已经过时了。</blockquote></p><p> As I’ve said in previous articles, I expect ASML to increase its revenue target to a medium-level of around €30 billion or higher by 2025, a much higher level than current sell-side consensus' expectation in 2025 (€26.1 billion). Therefore, this investor day could be another catalyst for a higher share price in the short term, as sell-side estimates will most likely increase following this event. This could be an important driver for a higher share price in the next 3-6 months.</p><p><blockquote>正如我在之前的文章中所说,我预计ASML到2025年将其收入目标提高到300亿欧元左右或更高的中等水平,远高于当前卖方对2025年的共识预期(261亿欧元)。因此,这个投资者日可能是短期内股价上涨的另一个催化剂,因为在此事件之后,卖方的预期很可能会增加。这可能是未来3-6个月股价上涨的重要推动力。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> ASML has reported another good quarter with the strong order intake being the most impressive factor in my opinion. This is clearly a very bullish factor for ASML’s business in the next few years and a good support for higher revenue expectations in the medium term. I expect ASML to increase its revenue range at its upcoming investor day, which may be a positive catalyst for its share price in the coming months, and therefore remain bullish on ASML.</p><p><blockquote>ASML报告了又一个良好的季度,在我看来,强劲的订单量是最令人印象深刻的因素。这显然是对ASML未来几年业务非常看涨的因素,也是对中期更高收入预期的良好支撑。我预计ASML将在即将到来的投资者日提高其收入范围,这可能是其未来几个月股价的积极催化剂,因此仍然看好ASML。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4444504-asml-strong-momentum-should-lead-to-higher-revenue-expectations-at-upcoming-investor-day\">seekingalpha</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"},"source_url":"https://seekingalpha.com/article/4444504-asml-strong-momentum-should-lead-to-higher-revenue-expectations-at-upcoming-investor-day","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123853854","content_text":"Summary\n\nASML recently reported Q2 2021 earnings that were quite good, while the order intake was impressive, and also announced a new share buyback program.\nMy medium-term expectations for EUV sales were confirmed by the company, which means that ASML will certainly raise its 2025 revenue estimates at its upcoming investor day.\nThe stock has reached consecutive new all-time highs in recent months, but there is still upside in the short term.\n\nMichael Vi/iStock Editorial via Getty Images\nASMLNV(ASML) continues to be one of the best semiconductor stocks for long-term investors and the upcoming investor day can be an important catalyst for a higher share price.\nI have been bullish on ASML since my first article was published on the company last March, even though I’ve taken some profits recently because this stock was my largest holding and I wanted to diversify my portfolio a little bit.\nSince then, the company has reported earnings related to Q2 2021, that continued to show a great operating performance, and my growth expectations were upgraded due to bullish comments from the company.\nRecent Earnings\nIn Q2 2021, ASML reported strong revenue and earnings growth, showing that its operating momentum continues to be quite strong. Its revenues increased by 21% YoY to €4 billion, which was slightly below estimates, while its net income was around €1 billion and EPS was €2.52 (+41% YoY), ahead of sell-side expectations.\nDuring the quarter, ASML’s net systems sales amounted to €2.9 billion, while its Installed Base Management sales were €1.1 billion. This revenue from Installed Based Management was above the company’s guidance of around €900 million and is justified by the current situation in the semiconductor industry (the chip shortage) that is pushing customers to software upgrades to improve productivity of the systems.\nIn this last quarter, ASML has recognized revenue fornineEUV units, compared tosevenunits in the previous quarter, even though it has delivered 10 units to customers and will recognize revenue for the remaining unit in the next quarter. EUV revenue represented 45% of its system sales in the quarter, compared to 36% in the previous quarter, and shows that EUV should be its major growth source in the next few quarters.\nAt this pace, ASML should increase the number of EUV units delivered in 2020 compared to the previous year (it delivered 31 EUV units), but it may miss my expectation of about 38 units delivered this year if deliveries do not ramp a little bit up in the next two quarters.\nSource: ASML.\nASML’s gross margin of 50.9% was above its prior guidance, mainly due to software upgrades that weren’t expected. Its gross margin outlook for the full year is between 51-52%, compared to 48.6% reported in 2020, another support for earnings growth in coming quarters.\nRegarding its net bookings, they were close to €8.3 billion, of which €4.9 billion is related to EUV systems, which is a reflection of the strong demand that currently exists in the semiconductor industry. This represents a great increase in bookings compared to the previous quarter (€4.7 billion in Q1), which is not totally surprising considering the recent announcements by its major customers TSMC(TSM) and Intel(INTC) of new factories and increased capex plans for the next couple of years, of which lithography machines are critical elements.\nBeyond that, while the majority of orders for EUV units come from Logic customers, this quarter ASML had the greatest order intake from Memory customers, most likely from Micron Technology(MU) and SK Hynix(OTC:HXSCF), which is important to diversify its customer base that still is relatively concentrated regarding EUV units. Moreover, investors should also be aware that ASML is not selling EUV units in China, which could represent another growth source in the future if, eventually, the U.S.-China political relationships improve, even though I think that is unlikely at this stage.\nGoing forward, the company raised its 2021 guidance and now expects net revenue growth of about 35% (previous expectations were for 30% annual revenue growth) and a gross margin between 51-52%. ASML has also guided for EUV revenue growth of about 35% YoY, which corresponds to some 39-40 units, thus the company is expecting to deliver a higher number of units in the second half of the year than in the previous six months, justified by its push to improve its manufacturing and supply chain capabilities.\nAs I’ve discussed in a previous article, ASML was somewhat constrained to grow its EUV production and has made some efforts to increase production in the coming years. This was confirmed in the earnings call, with the company saying that it expects to deliver some 55 units in 2022, growing to over 60 units in 2023.\nI’ve forecasted in that previous analysis that ASML would grow its EUV sales by aroundfiveunits per year after 2022 and reach unit sales of around 70 units by 2025. This now seems to be a conservative estimate and ASML may easily beat my expectations of 70 units and around €11 billion in revenue from EUV by 2025, as demand for its systems is clearly very strong right now.\nSource: ASML and author’s calculations.\nCapital Returns & Investor Day\nBeyond strong growth and profitability, another positive factor for a higher share price has been its capital return policy, given that ASML has a very good history both through dividends and share buybacks.\nThis trend is not expected to change much over the long term and was reinforced recently. Indeed, as I’ve predicted in a previous article, the company increased its share buyback program to €9 billion, to be completed by the end of 2023, substituting immediately the previous program.\nThis is a strong increase from its previous share buyback program of €6 billion that was to be completed this year (ASML completed €5.2 billion of this program), showing that ASML has a solid financial position that enables it to invest in the future of its business through R&D and capex, but also return significant amounts of capital to shareholders.\nSource: ASML.\nASML is delivering impressive results and returning even more capital to shareholders, leading its stock to reach consecutive new all-time highs during the past few months. Despite this, there is still upside and this may become more evident in its upcoming investor day, where the company will update investors about its future scenarios regarding revenues and earnings.\nIndeed, ASML has scheduled an investor day on 29 September 2021, where it will certainly raise its medium-term targets compared to the targets set in 2018. Its current revenue target is for a range of €15-24 billion in annual revenues by 2025, which is clearly outdated, considering that ASML should reach revenues of about €19 billion this year.\nAs I’ve said in previous articles, I expect ASML to increase its revenue target to a medium-level of around €30 billion or higher by 2025, a much higher level than current sell-side consensus' expectation in 2025 (€26.1 billion). Therefore, this investor day could be another catalyst for a higher share price in the short term, as sell-side estimates will most likely increase following this event. This could be an important driver for a higher share price in the next 3-6 months.\nConclusion\nASML has reported another good quarter with the strong order intake being the most impressive factor in my opinion. This is clearly a very bullish factor for ASML’s business in the next few years and a good support for higher revenue expectations in the medium term. I expect ASML to increase its revenue range at its upcoming investor day, which may be a positive catalyst for its share price in the coming months, and therefore remain bullish on ASML.","news_type":1,"symbols_score_info":{"ASML":0.9}},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192361532,"gmtCreate":1621147613026,"gmtModify":1634193726444,"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/192361532","repostId":"1163454382","repostType":4,"repost":{"id":"1163454382","kind":"news","pubTimestamp":1621004581,"share":"https://www.laohu8.com/m/news/1163454382?lang=zh_CN&edition=full","pubTime":"2021-05-14 23:03","market":"us","language":"en","title":"Why AMC Entertainment Stock Jumped Again Friday<blockquote>为什么AMC院线股价周五再次上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163454382","media":"Motley Fool","summary":"AMC investors have reason for more optimism on the heels of another capital raise.Yesterday's jump came after the company announcedit raised $428 million. First, the Centers for Disease Control and Prevention issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.This should allow theaters to open back up at full capacity and be a desirable destination for vaccinat","content":"<p> <b>AMC investors have reason for more optimism on the heels of another capital raise.</b> <b>What happened</b></p><p><blockquote><b>在再次融资后,AMC投资者有理由更加乐观。</b><b>发生了什么</b></blockquote></p><p> A day after<b>AMC Entertainment Holdings</b>(NYSE:AMC)</p><p><blockquote>一天后<b>AMC院线控股</b>(纽约证券交易所代码:AMC)</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Yesterday's jump came after the company announcedit raised $428 million</p><p><blockquote>昨天的股价上涨是在该公司宣布筹集4.28亿美元后发生的</blockquote></p><p> First, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.</p><p><blockquote>首先,美国疾病控制和预防中心(CDC)发布了一份关于当前健康和安全协议的新声明,称完全接种疫苗的人可以在不戴口罩或保持身体距离的情况下恢复活动,包括在室内。</blockquote></p><p> This should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,<b>Walt Disney</b>(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.</p><p><blockquote>这将使电影院能够满负荷开放,并成为接种疫苗的电影顾客的理想目的地。同样在昨天,<b>迪斯尼</b>(纽约证券交易所股票代码:DIS)宣布了季度收益报告,首席执行官鲍勃·查佩克指出“我们工作室的产量有所增加”。虽然这对影院运营商来说是积极的,但迪士尼也报告称其流媒体服务的用户增长令人失望。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Lower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.</p><p><blockquote>流媒体订阅量的下降对影院业务来说可能是一个积极的信号。随着疫苗接种的继续推广,以及疾病预防控制中心现在正式批准在不戴口罩的情况下与人群聚集在室内,剧院的上座率可能会很快恢复。</blockquote></p><p> Vaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.</p><p><blockquote>疫苗接种将促使人们回到户外活动。在一年多的时间里,电影院可能会成为人们最喜欢的目的地。在另一次融资之后,AMC投资者可能认为这家公司终于有了一条充满希望的未来之路。</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>Why AMC Entertainment Stock Jumped Again Friday<blockquote>为什么AMC院线股价周五再次上涨</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\">\nWhy AMC Entertainment Stock Jumped Again Friday<blockquote>为什么AMC院线股价周五再次上涨</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\">2021-05-14 23:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>AMC investors have reason for more optimism on the heels of another capital raise.</b> <b>What happened</b></p><p><blockquote><b>在再次融资后,AMC投资者有理由更加乐观。</b><b>发生了什么</b></blockquote></p><p> A day after<b>AMC Entertainment Holdings</b>(NYSE:AMC)</p><p><blockquote>一天后<b>AMC院线控股</b>(纽约证券交易所代码:AMC)</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Yesterday's jump came after the company announcedit raised $428 million</p><p><blockquote>昨天的股价上涨是在该公司宣布筹集4.28亿美元后发生的</blockquote></p><p> First, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.</p><p><blockquote>首先,美国疾病控制和预防中心(CDC)发布了一份关于当前健康和安全协议的新声明,称完全接种疫苗的人可以在不戴口罩或保持身体距离的情况下恢复活动,包括在室内。</blockquote></p><p> This should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,<b>Walt Disney</b>(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.</p><p><blockquote>这将使电影院能够满负荷开放,并成为接种疫苗的电影顾客的理想目的地。同样在昨天,<b>迪斯尼</b>(纽约证券交易所股票代码:DIS)宣布了季度收益报告,首席执行官鲍勃·查佩克指出“我们工作室的产量有所增加”。虽然这对影院运营商来说是积极的,但迪士尼也报告称其流媒体服务的用户增长令人失望。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Lower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.</p><p><blockquote>流媒体订阅量的下降对影院业务来说可能是一个积极的信号。随着疫苗接种的继续推广,以及疾病预防控制中心现在正式批准在不戴口罩的情况下与人群聚集在室内,剧院的上座率可能会很快恢复。</blockquote></p><p> Vaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.</p><p><blockquote>疫苗接种将促使人们回到户外活动。在一年多的时间里,电影院可能会成为人们最喜欢的目的地。在另一次融资之后,AMC投资者可能认为这家公司终于有了一条充满希望的未来之路。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/\">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":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163454382","content_text":"AMC investors have reason for more optimism on the heels of another capital raise.\n\nWhat happened\nA day afterAMC Entertainment Holdings(NYSE:AMC)\nSo what\nYesterday's jump came after the company announcedit raised $428 million\nFirst, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.\nThis should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,Walt Disney(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.\nNow what\nLower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.\nVaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}