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IamZhong

IamZhong

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2021-12-29

$tlry [What]

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2021-12-28

Then.. whats the point.. can eat?

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2021-12-23

Yayaya

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2021-12-23

$Tilray Inc.(TLRY)$when is approval?

2021-12-20

What a total fake piece of news

抱歉，原内容已删除

2021-12-19

Wow 10 yrs.. truly a fool's article..

抱歉，原内容已删除

2021-12-18

Tencents? Provided it is not sabotaged by political reasons.

抱歉，原内容已删除

2021-12-17

$Tilray Inc.(TLRY)$果然speculative stock

2021-12-17

$Palantir Technologies Inc.(PLTR)$come on!

2021-11-25

Then is time to sell the other way round?

Apple Stock: Analysts Change Tune, See Strong iPhone Results<blockquote>苹果股票：分析师改变态度，看到强劲的iPhone业绩</blockquote>

2021-11-25

This news going on for some time..

Worried About A Market Crash? Here Are 3 Things You Can Do<blockquote>担心市场崩盘？您可以做以下3件事</blockquote>

2021-11-24

Hahahha

Palantir Stock: A Fairy-Tale Valuation<blockquote>Palantir股票：童话般的估值</blockquote>

2021-11-24

Fool.com mention nio how many times alr?

抱歉，原内容已删除

2021-11-20

$GrowGeneration Corp.(GRWG)$$Nano Dimension(NNDM)$$DermTech, Inc.(DMTK)$i closed my positions in these growth stocks post market today. sick.

2021-11-20

$Nano Dimension(NNDM)$goodbye

2021-11-19

$GrowGeneration Corp.(GRWG)$very disappointed. 看走眼。

2021-11-16

Seems like aapl hasnt got much to offer lately. May tap into the metaverse trend?

Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>出售苹果公司？为什么这位专家认为苹果股价下跌12%</blockquote>

2021-11-11

$GrowGeneration Corp.(GRWG)$how much do you want to drop today, after your report (regardless good or bad)?

2021-11-10

Okokok

抱歉，原内容已删除

2021-11-10

$DermTech, Inc.(DMTK)$已经没希望了。

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href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>when is approval?","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>when is approval?","text":"$Tilray Inc.(TLRY)$when is approval?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691268377","isVote":1,"tweetType":1,"viewCount":2487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693850165,"gmtCreate":1640004977790,"gmtModify":1640004978139,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"What a total fake piece of news","listText":"What a total fake piece of news","text":"What a total fake piece of news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693850165","repostId":"2192184643","repostType":2,"isVote":1,"tweetType":1,"viewCount":2542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699796903,"gmtCreate":1639888875034,"gmtModify":1639891461329,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Wow 10 yrs.. truly a fool's article..","listText":"Wow 10 yrs.. truly a fool's article..","text":"Wow 10 yrs.. truly a fool's 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Provided it is not sabotaged by political reasons.","listText":"Tencents? Provided it is not sabotaged by political reasons.","text":"Tencents? Provided it is not sabotaged by political reasons.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699850497","repostId":"2192597562","repostType":4,"isVote":1,"tweetType":1,"viewCount":3378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699318086,"gmtCreate":1639748491316,"gmtModify":1639748491645,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>果然speculative stock","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>果然speculative stock","text":"$Tilray Inc.(TLRY)$果然speculative stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699318086","isVote":1,"tweetType":1,"viewCount":2340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699086623,"gmtCreate":1639722749908,"gmtModify":1639722750247,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>come on!","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>come on!","text":"$Palantir Technologies Inc.(PLTR)$come on!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699086623","isVote":1,"tweetType":1,"viewCount":2501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874588982,"gmtCreate":1637801579647,"gmtModify":1637801579798,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Then is time to sell the other way round?","listText":"Then is time to sell the other way round?","text":"Then is time to sell the other way round?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874588982","repostId":"1110509260","repostType":4,"repost":{"id":"1110509260","kind":"news","pubTimestamp":1637798779,"share":"https://www.laohu8.com/m/news/1110509260?lang=zh_CN&edition=full","pubTime":"2021-11-25 08:06","market":"us","language":"en","title":"Apple Stock: Analysts Change Tune, See Strong iPhone Results<blockquote>苹果股票：分析师改变态度，看到强劲的iPhone业绩</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110509260","media":"TheStreet","summary":"Once a contrarian view, analysts are starting to agree that the iPhone will perform well against tough comps in the holiday quarter. Here is what investors should know.As Apple stock tries to hang tight to all-time highs reached only a couple of days ago, investors have more reasons to be optimistic. Once a question mark, the current iPhone cycle is proving to be at least as strong as some of the more bullish analysts had predicted in 2019 and 2020.Figure 1: Apple's latest iPhone model, the iPho","content":"<p>Once a contrarian view, analysts are starting to agree that the iPhone will perform well against tough comps in the holiday quarter. Here is what investors should know.</p><p><blockquote>分析师们曾经持相反观点，现在开始一致认为，iPhone在假日季度将在严峻的竞争中表现良好。以下是投资者应该了解的内容。</blockquote></p><p> As Apple stock&nbsp;tries to hang tight to&nbsp;all-time highs reached only a couple of days ago, investors have more reasons to be optimistic. Once a question mark, the current iPhone cycle is proving to be at least as strong as some of the more bullish analysts had predicted in 2019 and 2020.</p><p><blockquote>随着苹果股价试图坚守几天前达到的历史高点，投资者有更多理由保持乐观。曾经是一个问号的iPhone周期被证明至少与一些更乐观的分析师在2019年和2020年预测的一样强劲。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c7f6dcaeee8725e993989601e0a7c8e\" tg-width=\"1240\" tg-height=\"697\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's latest iPhone model, the iPhone 13.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果最新的iPhone机型iPhone 13。</span></p></blockquote></p><p> Today, the Apple Maven looks at more data points coming from Wall Street suggesting that the iPhone will likely have a strong holiday quarter of sales in 2021.</p><p><blockquote>今天，这位苹果专家研究了更多来自华尔街的数据点，这些数据表明iPhone可能会在2021年假日季度实现强劲的销售。</blockquote></p><p> <b>iPhone: a contrarian view at first</b></p><p><blockquote><b>iPhone：最初的逆向观点</b></blockquote></p><p> Few analysts dared to make bold, optimistic predictions about iPhone sales in the near term. Apple performed superbly in calendar 2020, particularly after the launch of the iPhone 12. See graph below.</p><p><blockquote>很少有分析师敢于对iPhone近期销量做出大胆、乐观的预测。苹果在2020年表现出色，尤其是在iPhone 12推出之后。见下图。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cbdaab51ac6923579d5a04e59afb0c9\" tg-width=\"829\" tg-height=\"584\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone revenue growth since F19.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：F19以来iPhone收入增长情况。</span></p></blockquote></p><p> One of the few to defy the consensus view that tough comps would lead to unimpressive growth in 2021-2022 was Wedbush’s Dan Ives.In our conversation of a few months ago, he stated:</p><p><blockquote>韦德布什(Wedbush)的丹·艾夫斯(Dan Ives)是少数几个无视共识观点的人之一，即严格的竞争将导致2021-2022年增长乏力。在我们几个月前的谈话中，他说：</blockquote></p><p>   “What the Street underestimates is how massive and elongated this super cycle is. If you look at it, we still have 25% of the base that has not upgraded their iPhones in the last three and a half years. […] 5G does not get fully embraced for the next two or three years, until the networks are built out.”  Recently, Dan Ives&nbsp;called for 80 million iPhone units sold&nbsp;in fiscal Q1 that ends next month. I calculated that, at an estimated ASP (average selling price) of $900 that relies on a heavy blend of higher-end devices sold, iPhone revenues could increase 10% over last year’s number, which in turn had already been a record quarter of performance for Apple’s smartphone segment.</p><p><blockquote>“华尔街低估了这个超级周期的规模和拉长程度。如果你看看它，我们仍然有25%的基数在过去三年半内没有升级他们的iPhone。[……]5G不会在未来两三年内得到充分拥抱，直到网络建成。”最近，丹·艾夫斯呼吁在下个月结束的第一季度销售8000万部iPhone。我计算出，在依赖于大量高端设备销售的ASP（平均售价）为900美元的情况下，iPhone的收入可能会比去年增长10%，而去年的季度业绩已经创下了纪录苹果智能手机领域的业绩。</blockquote></p><p> <b>Slowly becoming consensus</b></p><p><blockquote><b>慢慢成为共识</b></blockquote></p><p> Now, other analysts are starting to think that the iPhone will perform well, even in the near term. JPMorgan’s&nbsp;Samik Chatterjee, who thinks that AAPL stock has about 12% upside from here to a share price target of $180,seesstrength in Greater China.</p><p><blockquote>现在，其他分析师开始认为iPhone的表现会很好，即使是在短期内。摩根大通的Samik Chatterjee认为，从现在到180美元的目标股价，AAPL股票还有约12%的上涨空间，他看到了大中华区的实力。</blockquote></p><p> The analyst disclosed that October has been a great month of sales for the iPhone in the country: 10.8 million units shipped, the highest in any month since 2014. Mr. Chatterjee’s belief that this figure “hints toward a strong start for the iPhone 13 cycle in the region\" suggests that China will continue to see outstanding revenue growth. As a reminder, Apple delivered 57% top-line increase in fiscal Q1 last year.</p><p><blockquote>这位分析师透露，10月份是iPhone在中国销售的一个月：出货量为1080万部，是自2014年以来的最高月份。查特吉认为，这一数字“暗示了该地区iPhone 13周期的强劲开局”，这表明中国将继续看到出色的收入增长。提醒一下，苹果去年Q1财年的营收增长了57%。</blockquote></p><p> Even one of the most bearish on Wall Street, New Street’s Pierre Ferragu, appears to believe in upside potential to iPhone sales this quarter. Henotesthat iOS has grabbed 2 percentage points of market share from Android in China, although he continues to think that AAPL stock has 40%-plus downside risk from current levels.</p><p><blockquote>即使是华尔街最悲观的人之一、New Street的Pierre Ferragu似乎也相信本季度iPhone销量的上涨潜力。他指出，iOS在中国已从Android手中抢走了2个百分点的市场份额，尽管他仍然认为AAPL股价较当前水平有40%以上的下行风险。</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>Apple Stock: Analysts Change Tune, See Strong iPhone Results<blockquote>苹果股票：分析师改变态度，看到强劲的iPhone业绩</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\">\nApple Stock: Analysts Change Tune, See Strong iPhone Results<blockquote>苹果股票：分析师改变态度，看到强劲的iPhone业绩</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-25 08:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Once a contrarian view, analysts are starting to agree that the iPhone will perform well against tough comps in the holiday quarter. Here is what investors should know.</p><p><blockquote>分析师们曾经持相反观点，现在开始一致认为，iPhone在假日季度将在严峻的竞争中表现良好。以下是投资者应该了解的内容。</blockquote></p><p> As Apple stock&nbsp;tries to hang tight to&nbsp;all-time highs reached only a couple of days ago, investors have more reasons to be optimistic. Once a question mark, the current iPhone cycle is proving to be at least as strong as some of the more bullish analysts had predicted in 2019 and 2020.</p><p><blockquote>随着苹果股价试图坚守几天前达到的历史高点，投资者有更多理由保持乐观。曾经是一个问号的iPhone周期被证明至少与一些更乐观的分析师在2019年和2020年预测的一样强劲。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c7f6dcaeee8725e993989601e0a7c8e\" tg-width=\"1240\" tg-height=\"697\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's latest iPhone model, the iPhone 13.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果最新的iPhone机型iPhone 13。</span></p></blockquote></p><p> Today, the Apple Maven looks at more data points coming from Wall Street suggesting that the iPhone will likely have a strong holiday quarter of sales in 2021.</p><p><blockquote>今天，这位苹果专家研究了更多来自华尔街的数据点，这些数据表明iPhone可能会在2021年假日季度实现强劲的销售。</blockquote></p><p> <b>iPhone: a contrarian view at first</b></p><p><blockquote><b>iPhone：最初的逆向观点</b></blockquote></p><p> Few analysts dared to make bold, optimistic predictions about iPhone sales in the near term. Apple performed superbly in calendar 2020, particularly after the launch of the iPhone 12. See graph below.</p><p><blockquote>很少有分析师敢于对iPhone近期销量做出大胆、乐观的预测。苹果在2020年表现出色，尤其是在iPhone 12推出之后。见下图。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cbdaab51ac6923579d5a04e59afb0c9\" tg-width=\"829\" tg-height=\"584\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone revenue growth since F19.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：F19以来iPhone收入增长情况。</span></p></blockquote></p><p> One of the few to defy the consensus view that tough comps would lead to unimpressive growth in 2021-2022 was Wedbush’s Dan Ives.In our conversation of a few months ago, he stated:</p><p><blockquote>韦德布什(Wedbush)的丹·艾夫斯(Dan Ives)是少数几个无视共识观点的人之一，即严格的竞争将导致2021-2022年增长乏力。在我们几个月前的谈话中，他说：</blockquote></p><p>   “What the Street underestimates is how massive and elongated this super cycle is. If you look at it, we still have 25% of the base that has not upgraded their iPhones in the last three and a half years. […] 5G does not get fully embraced for the next two or three years, until the networks are built out.”  Recently, Dan Ives&nbsp;called for 80 million iPhone units sold&nbsp;in fiscal Q1 that ends next month. I calculated that, at an estimated ASP (average selling price) of $900 that relies on a heavy blend of higher-end devices sold, iPhone revenues could increase 10% over last year’s number, which in turn had already been a record quarter of performance for Apple’s smartphone segment.</p><p><blockquote>“华尔街低估了这个超级周期的规模和拉长程度。如果你看看它，我们仍然有25%的基数在过去三年半内没有升级他们的iPhone。[……]5G不会在未来两三年内得到充分拥抱，直到网络建成。”最近，丹·艾夫斯呼吁在下个月结束的第一季度销售8000万部iPhone。我计算出，在依赖于大量高端设备销售的ASP（平均售价）为900美元的情况下，iPhone的收入可能会比去年增长10%，而去年的季度业绩已经创下了纪录苹果智能手机领域的业绩。</blockquote></p><p> <b>Slowly becoming consensus</b></p><p><blockquote><b>慢慢成为共识</b></blockquote></p><p> Now, other analysts are starting to think that the iPhone will perform well, even in the near term. JPMorgan’s&nbsp;Samik Chatterjee, who thinks that AAPL stock has about 12% upside from here to a share price target of $180,seesstrength in Greater China.</p><p><blockquote>现在，其他分析师开始认为iPhone的表现会很好，即使是在短期内。摩根大通的Samik Chatterjee认为，从现在到180美元的目标股价，AAPL股票还有约12%的上涨空间，他看到了大中华区的实力。</blockquote></p><p> The analyst disclosed that October has been a great month of sales for the iPhone in the country: 10.8 million units shipped, the highest in any month since 2014. Mr. Chatterjee’s belief that this figure “hints toward a strong start for the iPhone 13 cycle in the region\" suggests that China will continue to see outstanding revenue growth. As a reminder, Apple delivered 57% top-line increase in fiscal Q1 last year.</p><p><blockquote>这位分析师透露，10月份是iPhone在中国销售的一个月：出货量为1080万部，是自2014年以来的最高月份。查特吉认为，这一数字“暗示了该地区iPhone 13周期的强劲开局”，这表明中国将继续看到出色的收入增长。提醒一下，苹果去年Q1财年的营收增长了57%。</blockquote></p><p> Even one of the most bearish on Wall Street, New Street’s Pierre Ferragu, appears to believe in upside potential to iPhone sales this quarter. Henotesthat iOS has grabbed 2 percentage points of market share from Android in China, although he continues to think that AAPL stock has 40%-plus downside risk from current levels.</p><p><blockquote>即使是华尔街最悲观的人之一、New Street的Pierre Ferragu似乎也相信本季度iPhone销量的上涨潜力。他指出，iOS在中国已从Android手中抢走了2个百分点的市场份额，尽管他仍然认为AAPL股价较当前水平有40%以上的下行风险。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-iphone-strength-has-become-consensus\">TheStreet</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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-iphone-strength-has-become-consensus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110509260","content_text":"Once a contrarian view, analysts are starting to agree that the iPhone will perform well against tough comps in the holiday quarter. Here is what investors should know.\nAs Apple stock tries to hang tight to all-time highs reached only a couple of days ago, investors have more reasons to be optimistic. Once a question mark, the current iPhone cycle is proving to be at least as strong as some of the more bullish analysts had predicted in 2019 and 2020.\nFigure 1: Apple's latest iPhone model, the iPhone 13.\nToday, the Apple Maven looks at more data points coming from Wall Street suggesting that the iPhone will likely have a strong holiday quarter of sales in 2021.\niPhone: a contrarian view at first\nFew analysts dared to make bold, optimistic predictions about iPhone sales in the near term. Apple performed superbly in calendar 2020, particularly after the launch of the iPhone 12. See graph below.\nFigure 2: iPhone revenue growth since F19.\nOne of the few to defy the consensus view that tough comps would lead to unimpressive growth in 2021-2022 was Wedbush’s Dan Ives.In our conversation of a few months ago, he stated:\n\n “What the Street underestimates is how massive and elongated this super cycle is. If you look at it, we still have 25% of the base that has not upgraded their iPhones in the last three and a half years. […] 5G does not get fully embraced for the next two or three years, until the networks are built out.”\n\nRecently, Dan Ives called for 80 million iPhone units sold in fiscal Q1 that ends next month. I calculated that, at an estimated ASP (average selling price) of $900 that relies on a heavy blend of higher-end devices sold, iPhone revenues could increase 10% over last year’s number, which in turn had already been a record quarter of performance for Apple’s smartphone segment.\nSlowly becoming consensus\nNow, other analysts are starting to think that the iPhone will perform well, even in the near term. JPMorgan’s Samik Chatterjee, who thinks that AAPL stock has about 12% upside from here to a share price target of $180,seesstrength in Greater China.\nThe analyst disclosed that October has been a great month of sales for the iPhone in the country: 10.8 million units shipped, the highest in any month since 2014. Mr. Chatterjee’s belief that this figure “hints toward a strong start for the iPhone 13 cycle in the region\" suggests that China will continue to see outstanding revenue growth. As a reminder, Apple delivered 57% top-line increase in fiscal Q1 last year.\nEven one of the most bearish on Wall Street, New Street’s Pierre Ferragu, appears to believe in upside potential to iPhone sales this quarter. Henotesthat iOS has grabbed 2 percentage points of market share from Android in China, although he continues to think that AAPL stock has 40%-plus downside risk from current levels.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874583582,"gmtCreate":1637801490586,"gmtModify":1637801490750,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"This news going on for some time..","listText":"This news going on for some time..","text":"This news going on for some time..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874583582","repostId":"1100178242","repostType":4,"repost":{"id":"1100178242","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":1637920008,"share":"https://www.laohu8.com/m/news/1100178242?lang=zh_CN&edition=full","pubTime":"2021-11-26 17:46","market":"us","language":"en","title":"Worried About A Market Crash? Here Are 3 Things You Can Do<blockquote>担心市场崩盘？您可以做以下3件事</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100178242","media":"Benzinga","summary":"COVID-19, a worry that investors had pushed down their list of top concerns in recent months, has so","content":"<p>COVID-19, a worry that investors had pushed down their list of top concerns in recent months, has soared back up to the number&nbsp;one&nbsp;spot as a new variant spreads across South Africa.</p><p><blockquote>随着一种新变种在南非蔓延，投资者近几个月来一直关注的新冠肺炎问题已飙升至第一位。</blockquote></p><p> Asia stocks outside Japan slid over 2%, Europe and U.S. stock futures are down sharply, oil prices drops almost 5%, the safe-haven yen is up around three-quarters of a percent, and U.S. Treasury yields are down almost 10 basis points.</p><p><blockquote>日本以外的亚洲股市下跌超过2%，欧洲和美国股指期货大幅下跌，油价下跌近5%，避险日元上涨约四分之三，美国国债收益率下跌近10个基点。</blockquote></p><p> Little is known of the variant, detected in South Africa, Botswana and Hong Kong, but scientists reckon it has an unusual combination of mutations and may be able to evade immune responses or make it more transmissible.</p><p><blockquote>人们对这种在南非、博茨瓦纳和香港发现的变种知之甚少，但科学家认为它具有不寻常的突变组合，可能能够逃避免疫反应或使其更具传染性。</blockquote></p><p> The news comes as Europe already battles a resurgent COVID-19 outbreak, triggering fresh restrictions that raise uncertainty over the near-term economic outlook.</p><p><blockquote>这一消息发布之际，欧洲已经在与死灰复燃的COVID-19疫情作斗争，引发了新的限制措施，增加了近期经济前景的不确定性。</blockquote></p><p> Thin liquidity following Thursday's U.S. Thanksgiving Day holiday likely exacerbates price moves for sure, but there's little doubt overnight headlines have taken markets by surprise on Friday.</p><p><blockquote>周四美国感恩节假期后流动性紧张肯定会加剧价格走势，但毫无疑问，隔夜头条新闻周五让市场感到意外。</blockquote></p><p> It’s been another great year for investors, with the&nbsp;<b>SPDR S&amp;P 500 ETF Trust</b>&nbsp;up another 25.4% on the year. The S&amp;P 500 has also made it more than a year since its last 10% correction, and some investors are growing concerned that a combination of historically high stock valuations, rising inflation,&nbsp;the&nbsp;COVID-19 variant and the possibility that&nbsp;aggressive Federal Reserve tightening could trigger a market crash in the next couple of quarters.</p><p><blockquote>对于投资者来说，今年又是伟大的一年，<b>SPDR标普500 ETF信托</b>同比再增长25.4%。标普500自上次调整10%以来也已经过去了一年多，一些投资者越来越担心，历史高位的股票估值、通胀上升、COVID-19变种以及美联储激进紧缩的可能性可能会在未来几个季度引发市场崩盘。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1f999347452cfb2fdd30570431642cb9\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Historically, the S&amp;P 500 has averaged about one 10% pullback per yearsince 1950. Long-term investors have no reason to fear temporary market pullbacks, but there are ways to prepare for the next stock market crash to reduce your risk and take advantage of the potential buying opportunity. Here are three things to do before the next stock market crash.</p><p><blockquote>从历史上看，自1950年以来，标普500平均每年回调约10%。长期投资者没有理由担心暂时的市场回调，但有一些方法可以为下一次股市崩盘做好准备，以降低风险并利用潜在的买入机会。在下一次股市崩盘之前，这里有三件事要做。</blockquote></p><p> <b>1. Diversify Your Portfolio</b></p><p><blockquote><b>1.分散投资组合</b></blockquote></p><p> Not all market sectors and asset classes take the same hit when the stock market crashes, but it’s difficult to predict beforehand which stocks will be hit hardest. The market crash in 2008 hit bank and housing stocks hardest, while the crash in 2020 was particularly bad for travel and retail stocks. Growth stocks also tend to take a harder hit than value stocks during market crashes. By diversifying your portfolio into different types of stocks, bonds, commodities and other investments, you are ensuring that your portfolio won’t be overexposed to the worst parts of the next market crash or underexposed to any investments that may avoid the sell-off.</p><p><blockquote>当股市崩盘时，并非所有市场部门和资产类别都受到同样的打击，但很难事先预测哪些股票将受到最严重的打击。2008年的市场崩盘对银行和房地产股的打击最为严重，而2020年的崩盘对旅游和零售股的打击尤其严重。在市场崩盘期间，成长型股票也往往比价值型股票受到更严重的打击。通过将投资组合分散到不同类型的股票、债券、大宗商品和其他投资，您可以确保您的投资组合不会过度暴露于下一次市场崩盘最糟糕的部分，也不会暴露于任何可能避免抛售的投资。</blockquote></p><p> <b>2. Raise Cash</b></p><p><blockquote><b>2、筹集现金</b></blockquote></p><p> There have been countless pullbacks, crashes and recessions throughout history. One strategy that has worked every single time for long-term investors during those periods is buying the dip. But to buy the dip, you must have cash or margin available.</p><p><blockquote>历史上出现过无数次回调、崩盘和衰退。在这些时期，对长期投资者每次都有效的一种策略是逢低买入。但要逢低买入，你必须有现金或保证金。</blockquote></p><p> If you are 100% invested, your hands will be tied and your only option may be tosell stockat the worst possible time. Market crashes are nearly impossible to predict, so there’s no need to dump all your stocks now and transition to all cash. But raising the amount of cash in your account to 10%, 20% or whatever level makes you feel more comfortable allows you to be opportunistic when the next crash happens.</p><p><blockquote>如果你100%投资，你的手将被束缚，你唯一的选择可能是在最糟糕的时候卖出股票。市场崩盘几乎不可能预测，因此现在没有必要抛售所有股票并转向所有现金。但将账户中的现金金额提高到10%、20%或任何让您感觉更舒服的水平，可以让您在下一次崩盘发生时投机取巧。</blockquote></p><p> <b>3. Maintain A Watch List</b></p><p><blockquote><b>3.维护观察名单</b></blockquote></p><p> Investors tend to not make the best, most rational decisions during the worst of a stock market crash. It’s best if you have a plan of action before the crash so that you aren’t trying to make emotional decisions when it seems like the sky is falling.</p><p><blockquote>在股市崩盘最严重的时候，投资者往往不会做出最好、最理性的决定。如果你在坠机前有一个行动计划是最好的，这样你就不会在天要塌下来的时候试图做出情绪化的决定。</blockquote></p><p> Before the stock market turns south, make a list of stocks you may potentially be interested in buying on the dip. Research these companies and vet them prior to the crash so that all you have to do when the opportunity to buy the dip arises is click that “buy” button.</p><p><blockquote>在股市下跌之前，列出一份您可能有兴趣逢低买入的股票清单。在崩盘前研究这些公司并对其进行审查，这样当逢低买入的机会出现时，您所要做的就是点击“买入”按钮。</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>Worried About A Market Crash? Here Are 3 Things You Can Do<blockquote>担心市场崩盘？您可以做以下3件事</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWorried About A Market Crash? Here Are 3 Things You Can Do<blockquote>担心市场崩盘？您可以做以下3件事</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\">2021-11-26 17:46</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>COVID-19, a worry that investors had pushed down their list of top concerns in recent months, has soared back up to the number&nbsp;one&nbsp;spot as a new variant spreads across South Africa.</p><p><blockquote>随着一种新变种在南非蔓延，投资者近几个月来一直关注的新冠肺炎问题已飙升至第一位。</blockquote></p><p> Asia stocks outside Japan slid over 2%, Europe and U.S. stock futures are down sharply, oil prices drops almost 5%, the safe-haven yen is up around three-quarters of a percent, and U.S. Treasury yields are down almost 10 basis points.</p><p><blockquote>日本以外的亚洲股市下跌超过2%，欧洲和美国股指期货大幅下跌，油价下跌近5%，避险日元上涨约四分之三，美国国债收益率下跌近10个基点。</blockquote></p><p> Little is known of the variant, detected in South Africa, Botswana and Hong Kong, but scientists reckon it has an unusual combination of mutations and may be able to evade immune responses or make it more transmissible.</p><p><blockquote>人们对这种在南非、博茨瓦纳和香港发现的变种知之甚少，但科学家认为它具有不寻常的突变组合，可能能够逃避免疫反应或使其更具传染性。</blockquote></p><p> The news comes as Europe already battles a resurgent COVID-19 outbreak, triggering fresh restrictions that raise uncertainty over the near-term economic outlook.</p><p><blockquote>这一消息发布之际，欧洲已经在与死灰复燃的COVID-19疫情作斗争，引发了新的限制措施，增加了近期经济前景的不确定性。</blockquote></p><p> Thin liquidity following Thursday's U.S. Thanksgiving Day holiday likely exacerbates price moves for sure, but there's little doubt overnight headlines have taken markets by surprise on Friday.</p><p><blockquote>周四美国感恩节假期后流动性紧张肯定会加剧价格走势，但毫无疑问，隔夜头条新闻周五让市场感到意外。</blockquote></p><p> It’s been another great year for investors, with the&nbsp;<b>SPDR S&amp;P 500 ETF Trust</b>&nbsp;up another 25.4% on the year. The S&amp;P 500 has also made it more than a year since its last 10% correction, and some investors are growing concerned that a combination of historically high stock valuations, rising inflation,&nbsp;the&nbsp;COVID-19 variant and the possibility that&nbsp;aggressive Federal Reserve tightening could trigger a market crash in the next couple of quarters.</p><p><blockquote>对于投资者来说，今年又是伟大的一年，<b>SPDR标普500 ETF信托</b>同比再增长25.4%。标普500自上次调整10%以来也已经过去了一年多，一些投资者越来越担心，历史高位的股票估值、通胀上升、COVID-19变种以及美联储激进紧缩的可能性可能会在未来几个季度引发市场崩盘。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1f999347452cfb2fdd30570431642cb9\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Historically, the S&amp;P 500 has averaged about one 10% pullback per yearsince 1950. Long-term investors have no reason to fear temporary market pullbacks, but there are ways to prepare for the next stock market crash to reduce your risk and take advantage of the potential buying opportunity. Here are three things to do before the next stock market crash.</p><p><blockquote>从历史上看，自1950年以来，标普500平均每年回调约10%。长期投资者没有理由担心暂时的市场回调，但有一些方法可以为下一次股市崩盘做好准备，以降低风险并利用潜在的买入机会。在下一次股市崩盘之前，这里有三件事要做。</blockquote></p><p> <b>1. Diversify Your Portfolio</b></p><p><blockquote><b>1.分散投资组合</b></blockquote></p><p> Not all market sectors and asset classes take the same hit when the stock market crashes, but it’s difficult to predict beforehand which stocks will be hit hardest. The market crash in 2008 hit bank and housing stocks hardest, while the crash in 2020 was particularly bad for travel and retail stocks. Growth stocks also tend to take a harder hit than value stocks during market crashes. By diversifying your portfolio into different types of stocks, bonds, commodities and other investments, you are ensuring that your portfolio won’t be overexposed to the worst parts of the next market crash or underexposed to any investments that may avoid the sell-off.</p><p><blockquote>当股市崩盘时，并非所有市场部门和资产类别都受到同样的打击，但很难事先预测哪些股票将受到最严重的打击。2008年的市场崩盘对银行和房地产股的打击最为严重，而2020年的崩盘对旅游和零售股的打击尤其严重。在市场崩盘期间，成长型股票也往往比价值型股票受到更严重的打击。通过将投资组合分散到不同类型的股票、债券、大宗商品和其他投资，您可以确保您的投资组合不会过度暴露于下一次市场崩盘最糟糕的部分，也不会暴露于任何可能避免抛售的投资。</blockquote></p><p> <b>2. Raise Cash</b></p><p><blockquote><b>2、筹集现金</b></blockquote></p><p> There have been countless pullbacks, crashes and recessions throughout history. One strategy that has worked every single time for long-term investors during those periods is buying the dip. But to buy the dip, you must have cash or margin available.</p><p><blockquote>历史上出现过无数次回调、崩盘和衰退。在这些时期，对长期投资者每次都有效的一种策略是逢低买入。但要逢低买入，你必须有现金或保证金。</blockquote></p><p> If you are 100% invested, your hands will be tied and your only option may be tosell stockat the worst possible time. Market crashes are nearly impossible to predict, so there’s no need to dump all your stocks now and transition to all cash. But raising the amount of cash in your account to 10%, 20% or whatever level makes you feel more comfortable allows you to be opportunistic when the next crash happens.</p><p><blockquote>如果你100%投资，你的手将被束缚，你唯一的选择可能是在最糟糕的时候卖出股票。市场崩盘几乎不可能预测，因此现在没有必要抛售所有股票并转向所有现金。但将账户中的现金金额提高到10%、20%或任何让您感觉更舒服的水平，可以让您在下一次崩盘发生时投机取巧。</blockquote></p><p> <b>3. Maintain A Watch List</b></p><p><blockquote><b>3.维护观察名单</b></blockquote></p><p> Investors tend to not make the best, most rational decisions during the worst of a stock market crash. It’s best if you have a plan of action before the crash so that you aren’t trying to make emotional decisions when it seems like the sky is falling.</p><p><blockquote>在股市崩盘最严重的时候，投资者往往不会做出最好、最理性的决定。如果你在坠机前有一个行动计划是最好的，这样你就不会在天要塌下来的时候试图做出情绪化的决定。</blockquote></p><p> Before the stock market turns south, make a list of stocks you may potentially be interested in buying on the dip. Research these companies and vet them prior to the crash so that all you have to do when the opportunity to buy the dip arises is click that “buy” button.</p><p><blockquote>在股市下跌之前，列出一份您可能有兴趣逢低买入的股票清单。在崩盘前研究这些公司并对其进行审查，这样当逢低买入的机会出现时，您所要做的就是点击“买入”按钮。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100178242","content_text":"COVID-19, a worry that investors had pushed down their list of top concerns in recent months, has soared back up to the number one spot as a new variant spreads across South Africa.\nAsia stocks outside Japan slid over 2%, Europe and U.S. stock futures are down sharply, oil prices drops almost 5%, the safe-haven yen is up around three-quarters of a percent, and U.S. Treasury yields are down almost 10 basis points.\nLittle is known of the variant, detected in South Africa, Botswana and Hong Kong, but scientists reckon it has an unusual combination of mutations and may be able to evade immune responses or make it more transmissible.\nThe news comes as Europe already battles a resurgent COVID-19 outbreak, triggering fresh restrictions that raise uncertainty over the near-term economic outlook.\nThin liquidity following Thursday's U.S. Thanksgiving Day holiday likely exacerbates price moves for sure, but there's little doubt overnight headlines have taken markets by surprise on Friday.\nIt’s been another great year for investors, with the SPDR S&P 500 ETF Trust up another 25.4% on the year. The S&P 500 has also made it more than a year since its last 10% correction, and some investors are growing concerned that a combination of historically high stock valuations, rising inflation, the COVID-19 variant and the possibility that aggressive Federal Reserve tightening could trigger a market crash in the next couple of quarters.\n\nHistorically, the S&P 500 has averaged about one 10% pullback per yearsince 1950. Long-term investors have no reason to fear temporary market pullbacks, but there are ways to prepare for the next stock market crash to reduce your risk and take advantage of the potential buying opportunity. Here are three things to do before the next stock market crash.\n1. Diversify Your Portfolio\nNot all market sectors and asset classes take the same hit when the stock market crashes, but it’s difficult to predict beforehand which stocks will be hit hardest. The market crash in 2008 hit bank and housing stocks hardest, while the crash in 2020 was particularly bad for travel and retail stocks. Growth stocks also tend to take a harder hit than value stocks during market crashes. By diversifying your portfolio into different types of stocks, bonds, commodities and other investments, you are ensuring that your portfolio won’t be overexposed to the worst parts of the next market crash or underexposed to any investments that may avoid the sell-off.\n2. Raise Cash\nThere have been countless pullbacks, crashes and recessions throughout history. One strategy that has worked every single time for long-term investors during those periods is buying the dip. But to buy the dip, you must have cash or margin available.\nIf you are 100% invested, your hands will be tied and your only option may be tosell stockat the worst possible time. Market crashes are nearly impossible to predict, so there’s no need to dump all your stocks now and transition to all cash. But raising the amount of cash in your account to 10%, 20% or whatever level makes you feel more comfortable allows you to be opportunistic when the next crash happens.\n3. Maintain A Watch List\nInvestors tend to not make the best, most rational decisions during the worst of a stock market crash. It’s best if you have a plan of action before the crash so that you aren’t trying to make emotional decisions when it seems like the sky is falling.\nBefore the stock market turns south, make a list of stocks you may potentially be interested in buying on the dip. Research these companies and vet them prior to the crash so that all you have to do when the opportunity to buy the dip arises is click that “buy” button.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874315356,"gmtCreate":1637730117785,"gmtModify":1637730117907,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Hahahha","listText":"Hahahha","text":"Hahahha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874315356","repostId":"1133450259","repostType":4,"repost":{"id":"1133450259","kind":"news","pubTimestamp":1637724451,"share":"https://www.laohu8.com/m/news/1133450259?lang=zh_CN&edition=full","pubTime":"2021-11-24 11:27","market":"us","language":"en","title":"Palantir Stock: A Fairy-Tale Valuation<blockquote>Palantir股票：童话般的估值</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133450259","media":"Seeking Alpha","summary":"Summary\n\nPalantir’s valuation is impossible to defend.\nPalantir will remain dependent on government ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir’s valuation is impossible to defend.</li>  <li>Palantir will remain dependent on government for income.</li>  <li>The private sector opportunity is over-hyped.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir的估值是站不住脚的。</li><li>Palantir的收入仍将依赖政府。</li><li>私营部门的机会被过度炒作。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> Palantir (PLTR) is a software business with one of the most ridiculous values in the stock market today. Palantir has developed into a valuation that neither makes sense nor is supported by concrete business results, despite its growth opportunity in AI-assisted software analytics.</p><p><blockquote>Palantir(PLTR)是一家软件企业，其价值是当今股市上最荒谬的企业之一。尽管Palantir在人工智能辅助软件分析领域有增长机会，但其估值既没有意义，也没有具体业务成果的支持。</blockquote></p><p> <b>Palantir: Heavily Dependent On Government</b></p><p><blockquote><b>Palantir：严重依赖政府</b></blockquote></p><p> Palantir must be one of the most overvalued stocks in history because it ticks all the conditions. Palantir manages to trade at a market value of $43 billion by specializing in surveillance, big data, and having the US government as a client. After the company issued its shares on the exchange through a direct listing, its market value was significantly larger than $43 billion. Insiders of a corporation sell shares while the company receives no money in a direct listing.</p><p><blockquote>Palantir一定是历史上被高估最多的股票之一，因为它满足了所有条件。Palantir通过专注于监控、大数据以及以美国政府为客户，成功实现了430亿美元的市值交易。该公司通过直接上市在交易所发行股票后，其市值明显大于430亿美元。公司内部人士出售股票，而公司在直接上市中没有收到任何资金。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd2709688f9042bf5fcce1709d8d33b4\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Instead, an IPO raises funds to invest in the company. Roughly a year ago, Palantir’s shares started trading at $10 a share. The stock, and the market capitalization, have proven highly volatile, as the stock price surged as high as $45. PLTR has since settled for a trading range of $20 - $30 and the company, as well as its business model, continues to attract a great deal of interest and attention.</p><p><blockquote>相反，首次公开募股筹集资金投资公司。大约一年前，Palantir的股票开始交易价格为每股10美元。事实证明，该股和市值波动很大，股价飙升至45美元。此后，PLTR的交易区间为20-30美元，该公司及其商业模式继续吸引着人们的极大兴趣和关注。</blockquote></p><p> <b>Palantir Has One Of The Best Features A Stock Can Have: A Sexy Story!</b></p><p><blockquote><b>Palantir拥有股票所能拥有的最佳特征之一：性感的故事！</b></blockquote></p><p> Palantir is right in the thick of a massive money-making opportunity: big data analytics. Information, or data, is a valuable commodity, and the ever-increasing speed with which businesses are embracing full digital transformation makes for a compelling story. Palantir's principal business is to assist organizations, particularly governments, in sifting through massive volumes of data in order to forecast and enhance decision-making. In the corporate realm, this can mean increasing conversions, whereas in government, it might mean supporting public health measures or assisting the US military in dealing with bad guys.</p><p><blockquote>Palantir正处于巨大赚钱机会的最深处：大数据分析。信息或数据是一种有价值的商品，企业拥抱全面数字化转型的速度不断加快，这是一个引人注目的故事。Palantir的主要业务是协助组织，特别是政府，筛选大量数据，以预测和加强决策。在企业领域，这可能意味着增加转换，而在政府领域，这可能意味着支持公共卫生措施或协助美国军方处理坏人。</blockquote></p><p> Palantir is collaborating closely with the US government in a number of ways, and in exchange, Palantir is getting a lot of federal cheese. The company recently obtained an&nbsp;$823&nbsp;million deal with the US military to assist in the development of data architecture for intelligence systems.</p><p><blockquote>Palantir正在以多种方式与美国政府密切合作，作为交换，Palantir获得了大量联邦奶酪。该公司最近与美国军方获得了8.23亿美元的交易，以协助开发情报系统的数据架构。</blockquote></p><p> Palantir's revenue is rapidly increasing, but keep in mind that the company is primarily reliant on governments. Revenues from government bodies have increased by 57% year-to-date, to $658.4 million. Revenues from companies were reported as $450.6 million, compared to $350.3 million a year ago. Relative revenue contributions of the government and the private sector were 59% and 41% and last year, 55% and 45%. These percentages tell an important story deserving to be clarified, as they contradict the prevailing narrative.</p><p><blockquote>Palantir的收入正在迅速增长，但请记住，该公司主要依赖政府。今年迄今，政府机构的收入增长了57%，达到6.584亿美元。据报道，公司收入为4.506亿美元，而一年前为3.503亿美元。政府和私营部门的相对收入贡献分别为59%和41%，去年分别为55%和45%。这些百分比讲述了一个值得澄清的重要故事，因为它们与流行的叙述相矛盾。</blockquote></p><p> The prevailing narrative is that Palantir will move away from the government business and generate significant growth in the private sector. Expanding on the above-mentioned percentages, Palantir’s reliance on government has increased in 9M 2021, compared to 9M 2020, and government revenues are growing at a much faster rate than revenues sourced from the private sector.</p><p><blockquote>普遍的说法是，Palantir将摆脱政府业务，并在私营部门实现显着增长。在上述百分比的基础上，Palantir对政府的依赖在2021年增加了900万，而2020年为900万，政府收入的增长速度远快于来自私营部门的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94983df06a9f7beac6c9efc9b601d5de\" tg-width=\"640\" tg-height=\"103\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> <b>Persistent Losses Despite Soaring Revenues</b></p><p><blockquote><b>尽管收入飙升，但持续亏损</b></blockquote></p><p> Palantir's long-term growth possibility in big data is frequently mentioned in bullish analysis, and with good cause. We've all learnt this through the rise of Metaverse Platforms (FB), which was one of the first corporations to collect massive amounts of data in order to monetize its customers. Palantir does have attractive growth prospects: It just reported that 3Q revenues were up 36% to $392 million, and the company expects an annual revenue growth rate of 40% for the year. The company has also stated that it expects at least 30% revenue growth from this year until 2025. While I do not contest that Palantir has potential for revenue growth, there are concerns I think are inadequately reflected in the company’s valuation.</p><p><blockquote>Palantir在大数据领域的长期增长可能性在看涨分析中经常被提及，而且理由很充分。我们都通过元宇宙平台(FB)的崛起了解到了这一点，该平台是最早收集大量数据以从客户中获利的公司之一。Palantir确实具有诱人的增长前景：该公司刚刚报告称，第三季度收入增长36%，达到3.92亿美元，该公司预计今年的年收入增长率为40%。该公司还表示，预计从今年到2025年，收入将至少增长30%。虽然我并不否认Palantir具有收入增长潜力，但我认为有些担忧没有充分反映在该公司的估值中。</blockquote></p><p></p><p> One anticipated issue is that, while Palantir may be experiencing considerable revenue growth, how much of that increase actually reaches Palantir's shareholders? The answer, not a lot. Reviewing the last filing of financial statements, we can see that despite an eye-popping sales increase of 44% year-to-date, Palantir is not anywhere close to generating profits. Losses in 3Q were $102.1 million and the loss year-to-date is $364.2 million.</p><p><blockquote>一个预期的问题是，虽然Palantir可能正在经历可观的收入增长，但其中有多少增长实际上到达了Palantir的股东手中？答案是，不多。回顾上次提交的财务报表，我们可以看到，尽管今年迄今为止销售额增长了44%，令人瞠目结舌，但Palantir还远未实现盈利。第三季度亏损为1.021亿美元，年初至今亏损为3.642亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3cd7fa51065ca16c4f29735f97f885a\" tg-width=\"640\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> Palantir's lack of profitability is a major issue, and I keep asking myself, \"How long will shareholders tolerate Palantir losing so much money every quarter?\"</p><p><blockquote>Palantir缺乏盈利能力是一个主要问题，我一直在问自己，“股东们还要容忍Palantir每个季度亏损这么多钱多久？”</blockquote></p><p> The fact that Palantir is not a startup adds to my concerns (which would be a feasible justification for losing so much money). Palantir, on the other hand, which was formed nearly two decades ago and has raised an estimated $2.6 billion in funding, continues to lose money. This is a track record that I find difficult to justify, particularly given Palantir's present multiple.</p><p><blockquote>Palantir不是一家初创公司的事实增加了我的担忧（这将是损失这么多钱的可行理由）。另一方面，Palantir成立于近二十年前，估计已筹集了26亿美元资金，但仍在继续亏损。我发现很难证明这一记录是合理的，特别是考虑到Palantir目前的市盈率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8aeae26e41a3e34c539c821ce941d1a8\" tg-width=\"640\" tg-height=\"240\" width=\"100%\" height=\"auto\"><span>Source: Crunchbase</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Crunchbase</span></p></blockquote></p><p> <b>What Are You Paying For, Exactly?</b></p><p><blockquote><b>你到底在为什么付钱？</b></blockquote></p><p> Palantir is doing an excellent job of presenting its potential, and the stock has a growth stock feel to it.</p><p><blockquote>Palantir在展示其潜力方面做得非常出色，而且该股给人一种成长型股票的感觉。</blockquote></p><p> But since profits are not showing up on the profit statement after nearly two decades of operations, why exactly are investors paying a multiple of 28? Not even Netflix (NFLX) gets a multiple of 20 and it has been one of the fastest growing companies not only in the U.S., but in the world over the past two decades. The multiple is very hard to defend and not fitting for a company that is growing sales quickly.</p><p><blockquote>但既然经过近20年的运营，利润并没有出现在损益表上，那么投资者到底为什么要支付28倍的价格呢？即使是Netflix(NFLX)的市盈率也没有达到20倍，过去二十年来，它不仅是美国，而且是全世界增长最快的公司之一。这个倍数很难捍卫，不适合一家销售额快速增长的公司。</blockquote></p><p> On that note, Palantir isn’t exactly doubling sales every year. A 30% growth rate is good, but not impressive. And why would anyone want to overpay for Palantir’s sales growth, if competitors such as Splunk (SPLK) can be acquired for far lower sales multiples?</p><p><blockquote>在这一点上，Palantir的销售额并没有每年翻一番。30%的增长率不错，但并不令人印象深刻。如果可以以低得多的销售倍数收购Splunk(SPLK)等竞争对手，为什么有人愿意为Palantir的销售增长支付过高的费用呢？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bebcab5d6bcfef1fa26b4e3a5c9ad27\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>A Few Words on Risks</b></p><p><blockquote><b>关于风险的几句话</b></blockquote></p><p> Palantir is growing revenues at around 30% annually, but if this growth can be maintained over the long term is another question. Also, can Palantir really turn a profit in the future, and if so, when? Why Palantir receives such a high multiple is beyond me. The big data company is one of the most overvalued and overhyped I've ever seen, which is why I consider Palantir's biggest risk as the excessively inflated multiple.</p><p><blockquote>Palantir的收入每年以30%左右的速度增长，但这种增长能否长期保持是另一个问题。另外，Palantir未来真的能盈利吗？如果能，什么时候盈利？我不明白为什么Palantir会获得如此高的倍数。这家大数据公司是我见过的估值最高估和炒作最严重的公司之一，这就是为什么我认为Palantir最大的风险是市盈率过度膨胀。</blockquote></p><p> <b>My Conclusion</b></p><p><blockquote><b>我的结论</b></blockquote></p><p> It's absurd to pay 28 times revenues for a company that is losing money. The potential for revenue growth is undeniable; after all, big data is big business. However, after two decades of operations, shareholders should be able to expect a little more from Palantir, particularly management, in the form of profits or stock buybacks, or something similar. Palantir has done a fantastic job benefiting its selling shareholders, yet there is no deal to be had because there are no earnings. Palantir's valuation is a fairy tale, and like all fairy tales, it ends in a nasty awakening.</p><p><blockquote>为一家亏损的公司支付28倍收入的费用是荒谬的。收入增长潜力是不可否认的；毕竟，大数据是大生意。然而，经过二十年的运营，股东应该能够以利润或股票回购或类似方式对Palantir（尤其是管理层）抱有更多期望。Palantir在使其出售股东受益方面做得非常出色，但由于没有盈利，因此无法达成任何交易。Palantir的估值是一个童话，就像所有童话一样，它以令人讨厌的觉醒告终。</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>Palantir Stock: A Fairy-Tale Valuation<blockquote>Palantir股票：童话般的估值</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\">\nPalantir Stock: A Fairy-Tale Valuation<blockquote>Palantir股票：童话般的估值</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\">2021-11-24 11:27</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>Palantir’s valuation is impossible to defend.</li>  <li>Palantir will remain dependent on government for income.</li>  <li>The private sector opportunity is over-hyped.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir的估值是站不住脚的。</li><li>Palantir的收入仍将依赖政府。</li><li>私营部门的机会被过度炒作。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> Palantir (PLTR) is a software business with one of the most ridiculous values in the stock market today. Palantir has developed into a valuation that neither makes sense nor is supported by concrete business results, despite its growth opportunity in AI-assisted software analytics.</p><p><blockquote>Palantir(PLTR)是一家软件企业，其价值是当今股市上最荒谬的企业之一。尽管Palantir在人工智能辅助软件分析领域有增长机会，但其估值既没有意义，也没有具体业务成果的支持。</blockquote></p><p> <b>Palantir: Heavily Dependent On Government</b></p><p><blockquote><b>Palantir：严重依赖政府</b></blockquote></p><p> Palantir must be one of the most overvalued stocks in history because it ticks all the conditions. Palantir manages to trade at a market value of $43 billion by specializing in surveillance, big data, and having the US government as a client. After the company issued its shares on the exchange through a direct listing, its market value was significantly larger than $43 billion. Insiders of a corporation sell shares while the company receives no money in a direct listing.</p><p><blockquote>Palantir一定是历史上被高估最多的股票之一，因为它满足了所有条件。Palantir通过专注于监控、大数据以及以美国政府为客户，成功实现了430亿美元的市值交易。该公司通过直接上市在交易所发行股票后，其市值明显大于430亿美元。公司内部人士出售股票，而公司在直接上市中没有收到任何资金。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd2709688f9042bf5fcce1709d8d33b4\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Instead, an IPO raises funds to invest in the company. Roughly a year ago, Palantir’s shares started trading at $10 a share. The stock, and the market capitalization, have proven highly volatile, as the stock price surged as high as $45. PLTR has since settled for a trading range of $20 - $30 and the company, as well as its business model, continues to attract a great deal of interest and attention.</p><p><blockquote>相反，首次公开募股筹集资金投资公司。大约一年前，Palantir的股票开始交易价格为每股10美元。事实证明，该股和市值波动很大，股价飙升至45美元。此后，PLTR的交易区间为20-30美元，该公司及其商业模式继续吸引着人们的极大兴趣和关注。</blockquote></p><p> <b>Palantir Has One Of The Best Features A Stock Can Have: A Sexy Story!</b></p><p><blockquote><b>Palantir拥有股票所能拥有的最佳特征之一：性感的故事！</b></blockquote></p><p> Palantir is right in the thick of a massive money-making opportunity: big data analytics. Information, or data, is a valuable commodity, and the ever-increasing speed with which businesses are embracing full digital transformation makes for a compelling story. Palantir's principal business is to assist organizations, particularly governments, in sifting through massive volumes of data in order to forecast and enhance decision-making. In the corporate realm, this can mean increasing conversions, whereas in government, it might mean supporting public health measures or assisting the US military in dealing with bad guys.</p><p><blockquote>Palantir正处于巨大赚钱机会的最深处：大数据分析。信息或数据是一种有价值的商品，企业拥抱全面数字化转型的速度不断加快，这是一个引人注目的故事。Palantir的主要业务是协助组织，特别是政府，筛选大量数据，以预测和加强决策。在企业领域，这可能意味着增加转换，而在政府领域，这可能意味着支持公共卫生措施或协助美国军方处理坏人。</blockquote></p><p> Palantir is collaborating closely with the US government in a number of ways, and in exchange, Palantir is getting a lot of federal cheese. The company recently obtained an&nbsp;$823&nbsp;million deal with the US military to assist in the development of data architecture for intelligence systems.</p><p><blockquote>Palantir正在以多种方式与美国政府密切合作，作为交换，Palantir获得了大量联邦奶酪。该公司最近与美国军方获得了8.23亿美元的交易，以协助开发情报系统的数据架构。</blockquote></p><p> Palantir's revenue is rapidly increasing, but keep in mind that the company is primarily reliant on governments. Revenues from government bodies have increased by 57% year-to-date, to $658.4 million. Revenues from companies were reported as $450.6 million, compared to $350.3 million a year ago. Relative revenue contributions of the government and the private sector were 59% and 41% and last year, 55% and 45%. These percentages tell an important story deserving to be clarified, as they contradict the prevailing narrative.</p><p><blockquote>Palantir的收入正在迅速增长，但请记住，该公司主要依赖政府。今年迄今，政府机构的收入增长了57%，达到6.584亿美元。据报道，公司收入为4.506亿美元，而一年前为3.503亿美元。政府和私营部门的相对收入贡献分别为59%和41%，去年分别为55%和45%。这些百分比讲述了一个值得澄清的重要故事，因为它们与流行的叙述相矛盾。</blockquote></p><p> The prevailing narrative is that Palantir will move away from the government business and generate significant growth in the private sector. Expanding on the above-mentioned percentages, Palantir’s reliance on government has increased in 9M 2021, compared to 9M 2020, and government revenues are growing at a much faster rate than revenues sourced from the private sector.</p><p><blockquote>普遍的说法是，Palantir将摆脱政府业务，并在私营部门实现显着增长。在上述百分比的基础上，Palantir对政府的依赖在2021年增加了900万，而2020年为900万，政府收入的增长速度远快于来自私营部门的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94983df06a9f7beac6c9efc9b601d5de\" tg-width=\"640\" tg-height=\"103\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> <b>Persistent Losses Despite Soaring Revenues</b></p><p><blockquote><b>尽管收入飙升，但持续亏损</b></blockquote></p><p> Palantir's long-term growth possibility in big data is frequently mentioned in bullish analysis, and with good cause. We've all learnt this through the rise of Metaverse Platforms (FB), which was one of the first corporations to collect massive amounts of data in order to monetize its customers. Palantir does have attractive growth prospects: It just reported that 3Q revenues were up 36% to $392 million, and the company expects an annual revenue growth rate of 40% for the year. The company has also stated that it expects at least 30% revenue growth from this year until 2025. While I do not contest that Palantir has potential for revenue growth, there are concerns I think are inadequately reflected in the company’s valuation.</p><p><blockquote>Palantir在大数据领域的长期增长可能性在看涨分析中经常被提及，而且理由很充分。我们都通过元宇宙平台(FB)的崛起了解到了这一点，该平台是最早收集大量数据以从客户中获利的公司之一。Palantir确实具有诱人的增长前景：该公司刚刚报告称，第三季度收入增长36%，达到3.92亿美元，该公司预计今年的年收入增长率为40%。该公司还表示，预计从今年到2025年，收入将至少增长30%。虽然我并不否认Palantir具有收入增长潜力，但我认为有些担忧没有充分反映在该公司的估值中。</blockquote></p><p></p><p> One anticipated issue is that, while Palantir may be experiencing considerable revenue growth, how much of that increase actually reaches Palantir's shareholders? The answer, not a lot. Reviewing the last filing of financial statements, we can see that despite an eye-popping sales increase of 44% year-to-date, Palantir is not anywhere close to generating profits. Losses in 3Q were $102.1 million and the loss year-to-date is $364.2 million.</p><p><blockquote>一个预期的问题是，虽然Palantir可能正在经历可观的收入增长，但其中有多少增长实际上到达了Palantir的股东手中？答案是，不多。回顾上次提交的财务报表，我们可以看到，尽管今年迄今为止销售额增长了44%，令人瞠目结舌，但Palantir还远未实现盈利。第三季度亏损为1.021亿美元，年初至今亏损为3.642亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3cd7fa51065ca16c4f29735f97f885a\" tg-width=\"640\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> Palantir's lack of profitability is a major issue, and I keep asking myself, \"How long will shareholders tolerate Palantir losing so much money every quarter?\"</p><p><blockquote>Palantir缺乏盈利能力是一个主要问题，我一直在问自己，“股东们还要容忍Palantir每个季度亏损这么多钱多久？”</blockquote></p><p> The fact that Palantir is not a startup adds to my concerns (which would be a feasible justification for losing so much money). Palantir, on the other hand, which was formed nearly two decades ago and has raised an estimated $2.6 billion in funding, continues to lose money. This is a track record that I find difficult to justify, particularly given Palantir's present multiple.</p><p><blockquote>Palantir不是一家初创公司的事实增加了我的担忧（这将是损失这么多钱的可行理由）。另一方面，Palantir成立于近二十年前，估计已筹集了26亿美元资金，但仍在继续亏损。我发现很难证明这一记录是合理的，特别是考虑到Palantir目前的市盈率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8aeae26e41a3e34c539c821ce941d1a8\" tg-width=\"640\" tg-height=\"240\" width=\"100%\" height=\"auto\"><span>Source: Crunchbase</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Crunchbase</span></p></blockquote></p><p> <b>What Are You Paying For, Exactly?</b></p><p><blockquote><b>你到底在为什么付钱？</b></blockquote></p><p> Palantir is doing an excellent job of presenting its potential, and the stock has a growth stock feel to it.</p><p><blockquote>Palantir在展示其潜力方面做得非常出色，而且该股给人一种成长型股票的感觉。</blockquote></p><p> But since profits are not showing up on the profit statement after nearly two decades of operations, why exactly are investors paying a multiple of 28? Not even Netflix (NFLX) gets a multiple of 20 and it has been one of the fastest growing companies not only in the U.S., but in the world over the past two decades. The multiple is very hard to defend and not fitting for a company that is growing sales quickly.</p><p><blockquote>但既然经过近20年的运营，利润并没有出现在损益表上，那么投资者到底为什么要支付28倍的价格呢？即使是Netflix(NFLX)的市盈率也没有达到20倍，过去二十年来，它不仅是美国，而且是全世界增长最快的公司之一。这个倍数很难捍卫，不适合一家销售额快速增长的公司。</blockquote></p><p> On that note, Palantir isn’t exactly doubling sales every year. A 30% growth rate is good, but not impressive. And why would anyone want to overpay for Palantir’s sales growth, if competitors such as Splunk (SPLK) can be acquired for far lower sales multiples?</p><p><blockquote>在这一点上，Palantir的销售额并没有每年翻一番。30%的增长率不错，但并不令人印象深刻。如果可以以低得多的销售倍数收购Splunk(SPLK)等竞争对手，为什么有人愿意为Palantir的销售增长支付过高的费用呢？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bebcab5d6bcfef1fa26b4e3a5c9ad27\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>A Few Words on Risks</b></p><p><blockquote><b>关于风险的几句话</b></blockquote></p><p> Palantir is growing revenues at around 30% annually, but if this growth can be maintained over the long term is another question. Also, can Palantir really turn a profit in the future, and if so, when? Why Palantir receives such a high multiple is beyond me. The big data company is one of the most overvalued and overhyped I've ever seen, which is why I consider Palantir's biggest risk as the excessively inflated multiple.</p><p><blockquote>Palantir的收入每年以30%左右的速度增长，但这种增长能否长期保持是另一个问题。另外，Palantir未来真的能盈利吗？如果能，什么时候盈利？我不明白为什么Palantir会获得如此高的倍数。这家大数据公司是我见过的估值最高估和炒作最严重的公司之一，这就是为什么我认为Palantir最大的风险是市盈率过度膨胀。</blockquote></p><p> <b>My Conclusion</b></p><p><blockquote><b>我的结论</b></blockquote></p><p> It's absurd to pay 28 times revenues for a company that is losing money. The potential for revenue growth is undeniable; after all, big data is big business. However, after two decades of operations, shareholders should be able to expect a little more from Palantir, particularly management, in the form of profits or stock buybacks, or something similar. Palantir has done a fantastic job benefiting its selling shareholders, yet there is no deal to be had because there are no earnings. Palantir's valuation is a fairy tale, and like all fairy tales, it ends in a nasty awakening.</p><p><blockquote>为一家亏损的公司支付28倍收入的费用是荒谬的。收入增长潜力是不可否认的；毕竟，大数据是大生意。然而，经过二十年的运营，股东应该能够以利润或股票回购或类似方式对Palantir（尤其是管理层）抱有更多期望。Palantir在使其出售股东受益方面做得非常出色，但由于没有盈利，因此无法达成任何交易。Palantir的估值是一个童话，就像所有童话一样，它以令人讨厌的觉醒告终。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4471364-palantir-stock-fairy-tale-valuation\">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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4471364-palantir-stock-fairy-tale-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133450259","content_text":"Summary\n\nPalantir’s valuation is impossible to defend.\nPalantir will remain dependent on government for income.\nThe private sector opportunity is over-hyped.\n\nMichael Vi/iStock Editorial via Getty Images\nPalantir (PLTR) is a software business with one of the most ridiculous values in the stock market today. Palantir has developed into a valuation that neither makes sense nor is supported by concrete business results, despite its growth opportunity in AI-assisted software analytics.\nPalantir: Heavily Dependent On Government\nPalantir must be one of the most overvalued stocks in history because it ticks all the conditions. Palantir manages to trade at a market value of $43 billion by specializing in surveillance, big data, and having the US government as a client. After the company issued its shares on the exchange through a direct listing, its market value was significantly larger than $43 billion. Insiders of a corporation sell shares while the company receives no money in a direct listing.\nData by YCharts\nInstead, an IPO raises funds to invest in the company. Roughly a year ago, Palantir’s shares started trading at $10 a share. The stock, and the market capitalization, have proven highly volatile, as the stock price surged as high as $45. PLTR has since settled for a trading range of $20 - $30 and the company, as well as its business model, continues to attract a great deal of interest and attention.\nPalantir Has One Of The Best Features A Stock Can Have: A Sexy Story!\nPalantir is right in the thick of a massive money-making opportunity: big data analytics. Information, or data, is a valuable commodity, and the ever-increasing speed with which businesses are embracing full digital transformation makes for a compelling story. Palantir's principal business is to assist organizations, particularly governments, in sifting through massive volumes of data in order to forecast and enhance decision-making. In the corporate realm, this can mean increasing conversions, whereas in government, it might mean supporting public health measures or assisting the US military in dealing with bad guys.\nPalantir is collaborating closely with the US government in a number of ways, and in exchange, Palantir is getting a lot of federal cheese. The company recently obtained an $823 million deal with the US military to assist in the development of data architecture for intelligence systems.\nPalantir's revenue is rapidly increasing, but keep in mind that the company is primarily reliant on governments. Revenues from government bodies have increased by 57% year-to-date, to $658.4 million. Revenues from companies were reported as $450.6 million, compared to $350.3 million a year ago. Relative revenue contributions of the government and the private sector were 59% and 41% and last year, 55% and 45%. These percentages tell an important story deserving to be clarified, as they contradict the prevailing narrative.\nThe prevailing narrative is that Palantir will move away from the government business and generate significant growth in the private sector. Expanding on the above-mentioned percentages, Palantir’s reliance on government has increased in 9M 2021, compared to 9M 2020, and government revenues are growing at a much faster rate than revenues sourced from the private sector.\nSource: Palantir\nPersistent Losses Despite Soaring Revenues\nPalantir's long-term growth possibility in big data is frequently mentioned in bullish analysis, and with good cause. We've all learnt this through the rise of Metaverse Platforms (FB), which was one of the first corporations to collect massive amounts of data in order to monetize its customers. Palantir does have attractive growth prospects: It just reported that 3Q revenues were up 36% to $392 million, and the company expects an annual revenue growth rate of 40% for the year. The company has also stated that it expects at least 30% revenue growth from this year until 2025. While I do not contest that Palantir has potential for revenue growth, there are concerns I think are inadequately reflected in the company’s valuation.\nOne anticipated issue is that, while Palantir may be experiencing considerable revenue growth, how much of that increase actually reaches Palantir's shareholders? The answer, not a lot. Reviewing the last filing of financial statements, we can see that despite an eye-popping sales increase of 44% year-to-date, Palantir is not anywhere close to generating profits. Losses in 3Q were $102.1 million and the loss year-to-date is $364.2 million.\nSource: Palantir\nPalantir's lack of profitability is a major issue, and I keep asking myself, \"How long will shareholders tolerate Palantir losing so much money every quarter?\"\nThe fact that Palantir is not a startup adds to my concerns (which would be a feasible justification for losing so much money). Palantir, on the other hand, which was formed nearly two decades ago and has raised an estimated $2.6 billion in funding, continues to lose money. This is a track record that I find difficult to justify, particularly given Palantir's present multiple.\nSource: Crunchbase\nWhat Are You Paying For, Exactly?\nPalantir is doing an excellent job of presenting its potential, and the stock has a growth stock feel to it.\nBut since profits are not showing up on the profit statement after nearly two decades of operations, why exactly are investors paying a multiple of 28? Not even Netflix (NFLX) gets a multiple of 20 and it has been one of the fastest growing companies not only in the U.S., but in the world over the past two decades. The multiple is very hard to defend and not fitting for a company that is growing sales quickly.\nOn that note, Palantir isn’t exactly doubling sales every year. A 30% growth rate is good, but not impressive. And why would anyone want to overpay for Palantir’s sales growth, if competitors such as Splunk (SPLK) can be acquired for far lower sales multiples?\nData by YCharts\nA Few Words on Risks\nPalantir is growing revenues at around 30% annually, but if this growth can be maintained over the long term is another question. Also, can Palantir really turn a profit in the future, and if so, when? Why Palantir receives such a high multiple is beyond me. The big data company is one of the most overvalued and overhyped I've ever seen, which is why I consider Palantir's biggest risk as the excessively inflated multiple.\nMy Conclusion\nIt's absurd to pay 28 times revenues for a company that is losing money. The potential for revenue growth is undeniable; after all, big data is big business. However, after two decades of operations, shareholders should be able to expect a little more from Palantir, particularly management, in the form of profits or stock buybacks, or something similar. Palantir has done a fantastic job benefiting its selling shareholders, yet there is no deal to be had because there are no earnings. Palantir's valuation is a fairy tale, and like all fairy tales, it ends in a nasty awakening.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874312136,"gmtCreate":1637730029628,"gmtModify":1637731043060,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Fool.com mention nio how many times alr?","listText":"Fool.com mention nio how many times alr?","text":"Fool.com mention nio how many times alr?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874312136","repostId":"2185384641","repostType":4,"isVote":1,"tweetType":1,"viewCount":1018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872025076,"gmtCreate":1637378204815,"gmtModify":1637378205209,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a><a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a><a href=\"https://laohu8.com/S/DMTK\">$DermTech, Inc.(DMTK)$</a>i closed my positions in these growth stocks post market today. sick.","listText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a><a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a><a href=\"https://laohu8.com/S/DMTK\">$DermTech, Inc.(DMTK)$</a>i closed my positions in these growth stocks post market today. sick.","text":"$GrowGeneration Corp.(GRWG)$$Nano Dimension(NNDM)$$DermTech, Inc.(DMTK)$i closed my positions in these growth stocks post market today. sick.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872025076","isVote":1,"tweetType":1,"viewCount":2144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876476085,"gmtCreate":1637355717895,"gmtModify":1637355718368,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a>goodbye","listText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a>goodbye","text":"$Nano Dimension(NNDM)$goodbye","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876476085","isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876356638,"gmtCreate":1637276482177,"gmtModify":1637276482295,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>very disappointed. 看走眼。","listText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>very disappointed. 看走眼。","text":"$GrowGeneration Corp.(GRWG)$very disappointed. 看走眼。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876356638","isVote":1,"tweetType":1,"viewCount":1183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871152524,"gmtCreate":1637040848646,"gmtModify":1637040848798,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Seems like aapl hasnt got much to offer lately. May tap into the metaverse trend?","listText":"Seems like aapl hasnt got much to offer lately. May tap into the metaverse trend?","text":"Seems like aapl hasnt got much to offer lately. May tap into the metaverse trend?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871152524","repostId":"1116429379","repostType":2,"repost":{"id":"1116429379","kind":"news","pubTimestamp":1637033648,"share":"https://www.laohu8.com/m/news/1116429379?lang=zh_CN&edition=full","pubTime":"2021-11-16 11:34","market":"us","language":"en","title":"Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>出售苹果公司？为什么这位专家认为苹果股价下跌12%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116429379","media":"Thestreet","summary":"As Apple stock(AAPL) continues to hover around $150 apiece, one of the few skeptics on Wall Street h","content":"<p>As Apple stock(<b>AAPL</b>)&nbsp;continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.</p><p><blockquote>作为苹果股票(<b>AAPL</b>）继续徘徊在150美元左右，华尔街为数不多的怀疑论者之一刚刚发布了他的最新报告。在其中，他强化了AAPL的价值应该仅为132美元的观点，表明其股价从现在开始有12%的下行风险。</blockquote></p><p> Today, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.</p><p><blockquote>今天，这位苹果专家重温了Bernstein的托尼·萨科纳吉(Toni Sacconaghi)温和悲观的观点。</blockquote></p><p> The not-so-bullish case</p><p><blockquote>不那么乐观的情况</blockquote></p><p> Mr. Sacconaghi has been cautious of AAPL since he&nbsp;downgraded&nbsp;the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&amp;P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.</p><p><blockquote>自2018年2月将AAPL股票评级下调至中性以来，萨科纳吉先生一直对该股持谨慎态度。事实证明，他此举的时机并不是最好的，因为苹果股价在不到四年的时间里上涨了285%，而标普500的涨幅为85%。然而，这位分析师也帮助苹果公司投资者思考了魔鬼代言人的论点。</blockquote></p><p> In August, I&nbsp;reviewed Bernstein’s thesis&nbsp;in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.</p><p><blockquote>8月，我更详细地回顾了伯恩斯坦的论文。短期而言，该银行的研究团队担心苹果股价在今年上半年上涨过快，而苹果将在一系列财报季中面临严峻的竞争。</blockquote></p><p> Also, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&amp;P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.</p><p><blockquote>此外，托尼提到估值是一个关键风险。虽然他认为苹果公司的估值应该高于标普500，但分析师质疑多少才算过高。伯恩斯坦的目标市盈率为25倍，比目前的市盈率低一到两倍。</blockquote></p><p> Add App Store to the list</p><p><blockquote>将App Store添加到列表</blockquote></p><p> Now, the analyst has&nbsp;added&nbsp;one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.</p><p><blockquote>现在，这位分析师在担忧清单上增加了一项：应用商店。萨科纳吉指出，最近的法庭败诉可能意味着最早从下个月开始，美国将允许在App Store平台之外进行支付。</blockquote></p><p> Bernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.</p><p><blockquote>伯恩斯坦的专家已经计算过了。他估计，App Store近三分之一的收入来自美国。如果App Store分别占公司总销售额和op利润的6%和15%，那么支付问题可能会影响苹果每年2%的收入和5%的op利润。</blockquote></p><p> Apple Maven’s take</p><p><blockquote>苹果·梅文的看法</blockquote></p><p> Regarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.</p><p><blockquote>关于托尼之前的担忧，我认为自AAPL于9月初见顶以来，风险已大幅降低。从那时起，投资者有时间充分迎接2021年底至2022年初更具挑战性的艰难竞争和供应链限制时期。正如我不久前提到的，估值已经降低到更合理的水平。</blockquote></p><p> Regarding the App Store, I have slowly&nbsp;shifted from more to less concerned&nbsp;about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.</p><p><blockquote>关于App Store，我已经慢慢地从更关心财务影响转向不太关心。Morgan Stanley的Katy Huberty认为，应用商店政策的变化最多可能会使苹果的每股收益减少1%或2%，这并不多。</blockquote></p><p> Even Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.</p><p><blockquote>即使是萨科纳吉对金融风险的估计也只代表了最坏的情况。事实上，由于App Store的支付变化，苹果收入的2%和运营利润的5%可能最终会被削减，因为许多用户将继续选择苹果作为他们的首选支付平台。</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>Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>出售苹果公司？为什么这位专家认为苹果股价下跌12%</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\">\nSell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>出售苹果公司？为什么这位专家认为苹果股价下跌12%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-11-16 11:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As Apple stock(<b>AAPL</b>)&nbsp;continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.</p><p><blockquote>作为苹果股票(<b>AAPL</b>）继续徘徊在150美元左右，华尔街为数不多的怀疑论者之一刚刚发布了他的最新报告。在其中，他强化了AAPL的价值应该仅为132美元的观点，表明其股价从现在开始有12%的下行风险。</blockquote></p><p> Today, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.</p><p><blockquote>今天，这位苹果专家重温了Bernstein的托尼·萨科纳吉(Toni Sacconaghi)温和悲观的观点。</blockquote></p><p> The not-so-bullish case</p><p><blockquote>不那么乐观的情况</blockquote></p><p> Mr. Sacconaghi has been cautious of AAPL since he&nbsp;downgraded&nbsp;the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&amp;P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.</p><p><blockquote>自2018年2月将AAPL股票评级下调至中性以来，萨科纳吉先生一直对该股持谨慎态度。事实证明，他此举的时机并不是最好的，因为苹果股价在不到四年的时间里上涨了285%，而标普500的涨幅为85%。然而，这位分析师也帮助苹果公司投资者思考了魔鬼代言人的论点。</blockquote></p><p> In August, I&nbsp;reviewed Bernstein’s thesis&nbsp;in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.</p><p><blockquote>8月，我更详细地回顾了伯恩斯坦的论文。短期而言，该银行的研究团队担心苹果股价在今年上半年上涨过快，而苹果将在一系列财报季中面临严峻的竞争。</blockquote></p><p> Also, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&amp;P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.</p><p><blockquote>此外，托尼提到估值是一个关键风险。虽然他认为苹果公司的估值应该高于标普500，但分析师质疑多少才算过高。伯恩斯坦的目标市盈率为25倍，比目前的市盈率低一到两倍。</blockquote></p><p> Add App Store to the list</p><p><blockquote>将App Store添加到列表</blockquote></p><p> Now, the analyst has&nbsp;added&nbsp;one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.</p><p><blockquote>现在，这位分析师在担忧清单上增加了一项：应用商店。萨科纳吉指出，最近的法庭败诉可能意味着最早从下个月开始，美国将允许在App Store平台之外进行支付。</blockquote></p><p> Bernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.</p><p><blockquote>伯恩斯坦的专家已经计算过了。他估计，App Store近三分之一的收入来自美国。如果App Store分别占公司总销售额和op利润的6%和15%，那么支付问题可能会影响苹果每年2%的收入和5%的op利润。</blockquote></p><p> Apple Maven’s take</p><p><blockquote>苹果·梅文的看法</blockquote></p><p> Regarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.</p><p><blockquote>关于托尼之前的担忧，我认为自AAPL于9月初见顶以来，风险已大幅降低。从那时起，投资者有时间充分迎接2021年底至2022年初更具挑战性的艰难竞争和供应链限制时期。正如我不久前提到的，估值已经降低到更合理的水平。</blockquote></p><p> Regarding the App Store, I have slowly&nbsp;shifted from more to less concerned&nbsp;about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.</p><p><blockquote>关于App Store，我已经慢慢地从更关心财务影响转向不太关心。Morgan Stanley的Katy Huberty认为，应用商店政策的变化最多可能会使苹果的每股收益减少1%或2%，这并不多。</blockquote></p><p> Even Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.</p><p><blockquote>即使是萨科纳吉对金融风险的估计也只代表了最坏的情况。事实上，由于App Store的支付变化，苹果收入的2%和运营利润的5%可能最终会被削减，因为许多用户将继续选择苹果作为他们的首选支付平台。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/sell-aapl-why-this-expert-sees-apple-stock-dipping-12\">Thestreet</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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/sell-aapl-why-this-expert-sees-apple-stock-dipping-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116429379","content_text":"As Apple stock(AAPL) continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.\nToday, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.\nThe not-so-bullish case\nMr. Sacconaghi has been cautious of AAPL since he downgraded the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.\nIn August, I reviewed Bernstein’s thesis in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.\nAlso, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.\nAdd App Store to the list\nNow, the analyst has added one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.\nBernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.\nApple Maven’s take\nRegarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.\nRegarding the App Store, I have slowly shifted from more to less concerned about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.\nEven Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870109465,"gmtCreate":1636591145281,"gmtModify":1636591145388,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>how much do you want to drop today, after your report (regardless&nbsp;good or bad)?","listText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>how much do you want to drop today, after your report (regardless&nbsp;good or bad)?","text":"$GrowGeneration Corp.(GRWG)$how much do you want to drop today, after your report (regardless good or bad)?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870109465","isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847490715,"gmtCreate":1636542084527,"gmtModify":1636542084879,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Okokok","listText":"Okokok","text":"Okokok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847490715","repostId":"1179287524","repostType":2,"isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847892487,"gmtCreate":1636504816128,"gmtModify":1636505011156,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DMTK\">$DermTech, Inc.(DMTK)$</a>已经没希望了。","listText":"<a href=\"https://laohu8.com/S/DMTK\">$DermTech, Inc.(DMTK)$</a>已经没希望了。","text":"$DermTech, Inc.(DMTK)$已经没希望了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847892487","isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":696112507,"gmtCreate":1640649536719,"gmtModify":1640649537114,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573377839632850","idStr":"3573377839632850"},"themes":[],"htmlText":"Then.. whats the point.. can eat?","listText":"Then.. whats the point.. can eat?","text":"Then.. whats the point.. can eat?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/696112507","repostId":"2194101666","repostType":2,"isVote":1,"tweetType":1,"viewCount":3241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":105877109,"gmtCreate":1620293892401,"gmtModify":1631883800111,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573377839632850","idStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>回跌破90?","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>回跌破90?","text":"$Unity Software Inc.(U)$回跌破90?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/105877109","isVote":1,"tweetType":1,"viewCount":1640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699850497,"gmtCreate":1639784372829,"gmtModify":1639792862109,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573377839632850","idStr":"3573377839632850"},"themes":[],"htmlText":"Tencents? Provided it is not sabotaged by political reasons.","listText":"Tencents? Provided it is not sabotaged by political reasons.","text":"Tencents? Provided it is not sabotaged by political reasons.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699850497","repostId":"2192597562","repostType":4,"isVote":1,"tweetType":1,"viewCount":3378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826880276,"gmtCreate":1634003257402,"gmtModify":1634003257509,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573377839632850","idStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>应该是要突破12-13","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>应该是要突破12-13","text":"$Tiger 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没有你想的爆升的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844089875,"gmtCreate":1636377318787,"gmtModify":1636377612454,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573377839632850","idStr":"3573377839632850"},"themes":[],"htmlText":"Thanks&nbsp;<a href=\"https://laohu8.com/U/3566385558470298\">@Venus_M</a>","listText":"Thanks&nbsp;<a href=\"https://laohu8.com/U/3566385558470298\">@Venus_M</a>","text":"Thanks @Venus_M","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/844089875","repostId":"844001458","repostType":1,"repost":{"id":844001458,"gmtCreate":1636374207071,"gmtModify":1636378703510,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"【发奖】万圣节抓鬼大作战","htmlText":"恭喜以下虎友获得666虎币 <a href=\"https://laohu8.com/U/3576456086582950\">@tungngie</a>,<a href=\"https://laohu8.com/U/3577615574373101\">@JZ8</a>,<a href=\"https://laohu8.com/U/4088149090977750\">@Fenger1188</a>,<a href=\"https://laohu8.com/U/3569197567080839\">@A10A10</a>,<a href=\"https://laohu8.com/U/4089383496572850\">@WanEH</a>,<a href=\"https://laohu8.com/U/4094036033038600\">@zerolih</a>,<a href=\"https://laohu8.com/U/4087985010001390\">@flystyle</a>,<a href=\"https://laohu8.com/U/4087795679119030\">@fcclgh</a>,<a href=\"https://laohu8.com/U/4089812543711440\">@Tiramisu2020</a>,<a href=\"https://laohu8.com/U/3582432838333258\">@刻在你心底的名字</a>,<a href=\"https://laohu8.com/U/3574672033798806\">@MT17</a>,<a href=\"https://laohu8.com/U/4088982780423920\">@Desw</a>,<a href=\"https://laohu8.com/U/4091612576314620\">@A灋一</a>,","listText":"恭喜以下虎友获得666虎币 <a href=\"https://laohu8.com/U/3576456086582950\">@tungngie</a>,<a href=\"https://laohu8.com/U/3577615574373101\">@JZ8</a>,<a href=\"https://laohu8.com/U/4088149090977750\">@Fenger1188</a>,<a href=\"https://laohu8.com/U/3569197567080839\">@A10A10</a>,<a href=\"https://laohu8.com/U/4089383496572850\">@WanEH</a>,<a href=\"https://laohu8.com/U/4094036033038600\">@zerolih</a>,<a href=\"https://laohu8.com/U/4087985010001390\">@flystyle</a>,<a href=\"https://laohu8.com/U/4087795679119030\">@fcclgh</a>,<a href=\"https://laohu8.com/U/4089812543711440\">@Tiramisu2020</a>,<a href=\"https://laohu8.com/U/3582432838333258\">@刻在你心底的名字</a>,<a href=\"https://laohu8.com/U/3574672033798806\">@MT17</a>,<a href=\"https://laohu8.com/U/4088982780423920\">@Desw</a>,<a href=\"https://laohu8.com/U/4091612576314620\">@A灋一</a>,","text":"恭喜以下虎友获得666虎币 @tungngie,@JZ8,@Fenger1188,@A10A10,@WanEH,@zerolih,@flystyle,@fcclgh,@Tiramisu2020,@刻在你心底的名字,@MT17,@Desw,@A灋一,","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844001458","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3566385558470298","idStr":"3566385558470298"},"content":"i found your twin bro! he's now following you 🤭 i mixed up you and him actually only last week then i realise u both 2 diff person [LOL]","text":"i found your twin bro! he's now following you 🤭 i mixed up you and him actually only last week then i realise u both 2 diff person [LOL]","html":"i found your twin bro! he's now following you 🤭 i mixed up you and him actually only last week then i realise u both 2 diff person [LOL]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822235246,"gmtCreate":1634133813580,"gmtModify":1634133824632,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573377839632850","idStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>is there another term for worse than disappointing?","listText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>is there another term for worse than disappointing?","text":"$GrowGeneration Corp.(GRWG)$is there another term for worse than disappointing?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/822235246","isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322626739,"gmtCreate":1615804522121,"gmtModify":1703493212525,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573377839632850","idStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NNOX\">$Nano-X Imaging Ltd.(NNOX)$</a>what happened?","listText":"<a href=\"https://laohu8.com/S/NNOX\">$Nano-X Imaging Ltd.(NNOX)$</a>what happened?","text":"$Nano-X Imaging Ltd.(NNOX)$what happened?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/322626739","isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357933805,"gmtCreate":1617229512607,"gmtModify":1634521986512,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573377839632850","idStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUTU\">$Futu Holdings Limited(FUTU)$</a>谢谢合作!","listText":"<a href=\"https://laohu8.com/S/FUTU\">$Futu Holdings Limited(FUTU)$</a>谢谢合作!","text":"$Futu Holdings Limited(FUTU)$谢谢合作!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/357933805","isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388658002,"gmtCreate":1613055010306,"gmtModify":1703768919380,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573377839632850","idStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DMTK\">$DermTech, Inc.(DMTK)$</a>how come nobody talks about this stock?","listText":"<a href=\"https://laohu8.com/S/DMTK\">$DermTech, Inc.(DMTK)$</a>how come nobody talks about this stock?","text":"$DermTech, Inc.(DMTK)$how come nobody talks about this stock?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/388658002","isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574587136063563","authorId":"3574587136063563","name":"波比的姐姐","avatar":"https://static.tigerbbs.com/88e31b92e4c96808dc17493c5df9f559","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3574587136063563","idStr":"3574587136063563"},"content":"持有半个月了","text":"持有半个月了","html":"持有半个月了"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698040581,"gmtCreate":1640268502750,"gmtModify":1640268517690,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573377839632850","idStr":"3573377839632850"},"themes":[],"htmlText":"Yayaya","listText":"Yayaya","text":"Yayaya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698040581","repostId":"2193146721","repostType":2,"isVote":1,"tweetType":1,"viewCount":2569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874583582,"gmtCreate":1637801490586,"gmtModify":1637801490750,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573377839632850","idStr":"3573377839632850"},"themes":[],"htmlText":"This news going on for some time..","listText":"This news going on for some time..","text":"This news going on for some time..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874583582","repostId":"1100178242","repostType":4,"repost":{"id":"1100178242","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":1637920008,"share":"https://www.laohu8.com/m/news/1100178242?lang=zh_CN&edition=full","pubTime":"2021-11-26 17:46","market":"us","language":"en","title":"Worried About A Market Crash? Here Are 3 Things You Can Do<blockquote>担心市场崩盘？您可以做以下3件事</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100178242","media":"Benzinga","summary":"COVID-19, a worry that investors had pushed down their list of top concerns in recent months, has so","content":"<p>COVID-19, a worry that investors had pushed down their list of top concerns in recent months, has soared back up to the number&nbsp;one&nbsp;spot as a new variant spreads across South Africa.</p><p><blockquote>随着一种新变种在南非蔓延，投资者近几个月来一直关注的新冠肺炎问题已飙升至第一位。</blockquote></p><p> Asia stocks outside Japan slid over 2%, Europe and U.S. stock futures are down sharply, oil prices drops almost 5%, the safe-haven yen is up around three-quarters of a percent, and U.S. Treasury yields are down almost 10 basis points.</p><p><blockquote>日本以外的亚洲股市下跌超过2%，欧洲和美国股指期货大幅下跌，油价下跌近5%，避险日元上涨约四分之三，美国国债收益率下跌近10个基点。</blockquote></p><p> Little is known of the variant, detected in South Africa, Botswana and Hong Kong, but scientists reckon it has an unusual combination of mutations and may be able to evade immune responses or make it more transmissible.</p><p><blockquote>人们对这种在南非、博茨瓦纳和香港发现的变种知之甚少，但科学家认为它具有不寻常的突变组合，可能能够逃避免疫反应或使其更具传染性。</blockquote></p><p> The news comes as Europe already battles a resurgent COVID-19 outbreak, triggering fresh restrictions that raise uncertainty over the near-term economic outlook.</p><p><blockquote>这一消息发布之际，欧洲已经在与死灰复燃的COVID-19疫情作斗争，引发了新的限制措施，增加了近期经济前景的不确定性。</blockquote></p><p> Thin liquidity following Thursday's U.S. Thanksgiving Day holiday likely exacerbates price moves for sure, but there's little doubt overnight headlines have taken markets by surprise on Friday.</p><p><blockquote>周四美国感恩节假期后流动性紧张肯定会加剧价格走势，但毫无疑问，隔夜头条新闻周五让市场感到意外。</blockquote></p><p> It’s been another great year for investors, with the&nbsp;<b>SPDR S&amp;P 500 ETF Trust</b>&nbsp;up another 25.4% on the year. The S&amp;P 500 has also made it more than a year since its last 10% correction, and some investors are growing concerned that a combination of historically high stock valuations, rising inflation,&nbsp;the&nbsp;COVID-19 variant and the possibility that&nbsp;aggressive Federal Reserve tightening could trigger a market crash in the next couple of quarters.</p><p><blockquote>对于投资者来说，今年又是伟大的一年，<b>SPDR标普500 ETF信托</b>同比再增长25.4%。标普500自上次调整10%以来也已经过去了一年多，一些投资者越来越担心，历史高位的股票估值、通胀上升、COVID-19变种以及美联储激进紧缩的可能性可能会在未来几个季度引发市场崩盘。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1f999347452cfb2fdd30570431642cb9\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Historically, the S&amp;P 500 has averaged about one 10% pullback per yearsince 1950. Long-term investors have no reason to fear temporary market pullbacks, but there are ways to prepare for the next stock market crash to reduce your risk and take advantage of the potential buying opportunity. Here are three things to do before the next stock market crash.</p><p><blockquote>从历史上看，自1950年以来，标普500平均每年回调约10%。长期投资者没有理由担心暂时的市场回调，但有一些方法可以为下一次股市崩盘做好准备，以降低风险并利用潜在的买入机会。在下一次股市崩盘之前，这里有三件事要做。</blockquote></p><p> <b>1. Diversify Your Portfolio</b></p><p><blockquote><b>1.分散投资组合</b></blockquote></p><p> Not all market sectors and asset classes take the same hit when the stock market crashes, but it’s difficult to predict beforehand which stocks will be hit hardest. The market crash in 2008 hit bank and housing stocks hardest, while the crash in 2020 was particularly bad for travel and retail stocks. Growth stocks also tend to take a harder hit than value stocks during market crashes. By diversifying your portfolio into different types of stocks, bonds, commodities and other investments, you are ensuring that your portfolio won’t be overexposed to the worst parts of the next market crash or underexposed to any investments that may avoid the sell-off.</p><p><blockquote>当股市崩盘时，并非所有市场部门和资产类别都受到同样的打击，但很难事先预测哪些股票将受到最严重的打击。2008年的市场崩盘对银行和房地产股的打击最为严重，而2020年的崩盘对旅游和零售股的打击尤其严重。在市场崩盘期间，成长型股票也往往比价值型股票受到更严重的打击。通过将投资组合分散到不同类型的股票、债券、大宗商品和其他投资，您可以确保您的投资组合不会过度暴露于下一次市场崩盘最糟糕的部分，也不会暴露于任何可能避免抛售的投资。</blockquote></p><p> <b>2. Raise Cash</b></p><p><blockquote><b>2、筹集现金</b></blockquote></p><p> There have been countless pullbacks, crashes and recessions throughout history. One strategy that has worked every single time for long-term investors during those periods is buying the dip. But to buy the dip, you must have cash or margin available.</p><p><blockquote>历史上出现过无数次回调、崩盘和衰退。在这些时期，对长期投资者每次都有效的一种策略是逢低买入。但要逢低买入，你必须有现金或保证金。</blockquote></p><p> If you are 100% invested, your hands will be tied and your only option may be tosell stockat the worst possible time. Market crashes are nearly impossible to predict, so there’s no need to dump all your stocks now and transition to all cash. But raising the amount of cash in your account to 10%, 20% or whatever level makes you feel more comfortable allows you to be opportunistic when the next crash happens.</p><p><blockquote>如果你100%投资，你的手将被束缚，你唯一的选择可能是在最糟糕的时候卖出股票。市场崩盘几乎不可能预测，因此现在没有必要抛售所有股票并转向所有现金。但将账户中的现金金额提高到10%、20%或任何让您感觉更舒服的水平，可以让您在下一次崩盘发生时投机取巧。</blockquote></p><p> <b>3. Maintain A Watch List</b></p><p><blockquote><b>3.维护观察名单</b></blockquote></p><p> Investors tend to not make the best, most rational decisions during the worst of a stock market crash. It’s best if you have a plan of action before the crash so that you aren’t trying to make emotional decisions when it seems like the sky is falling.</p><p><blockquote>在股市崩盘最严重的时候，投资者往往不会做出最好、最理性的决定。如果你在坠机前有一个行动计划是最好的，这样你就不会在天要塌下来的时候试图做出情绪化的决定。</blockquote></p><p> Before the stock market turns south, make a list of stocks you may potentially be interested in buying on the dip. Research these companies and vet them prior to the crash so that all you have to do when the opportunity to buy the dip arises is click that “buy” button.</p><p><blockquote>在股市下跌之前，列出一份您可能有兴趣逢低买入的股票清单。在崩盘前研究这些公司并对其进行审查，这样当逢低买入的机会出现时，您所要做的就是点击“买入”按钮。</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>Worried About A Market Crash? Here Are 3 Things You Can Do<blockquote>担心市场崩盘？您可以做以下3件事</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWorried About A Market Crash? Here Are 3 Things You Can Do<blockquote>担心市场崩盘？您可以做以下3件事</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\">2021-11-26 17:46</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>COVID-19, a worry that investors had pushed down their list of top concerns in recent months, has soared back up to the number&nbsp;one&nbsp;spot as a new variant spreads across South Africa.</p><p><blockquote>随着一种新变种在南非蔓延，投资者近几个月来一直关注的新冠肺炎问题已飙升至第一位。</blockquote></p><p> Asia stocks outside Japan slid over 2%, Europe and U.S. stock futures are down sharply, oil prices drops almost 5%, the safe-haven yen is up around three-quarters of a percent, and U.S. Treasury yields are down almost 10 basis points.</p><p><blockquote>日本以外的亚洲股市下跌超过2%，欧洲和美国股指期货大幅下跌，油价下跌近5%，避险日元上涨约四分之三，美国国债收益率下跌近10个基点。</blockquote></p><p> Little is known of the variant, detected in South Africa, Botswana and Hong Kong, but scientists reckon it has an unusual combination of mutations and may be able to evade immune responses or make it more transmissible.</p><p><blockquote>人们对这种在南非、博茨瓦纳和香港发现的变种知之甚少，但科学家认为它具有不寻常的突变组合，可能能够逃避免疫反应或使其更具传染性。</blockquote></p><p> The news comes as Europe already battles a resurgent COVID-19 outbreak, triggering fresh restrictions that raise uncertainty over the near-term economic outlook.</p><p><blockquote>这一消息发布之际，欧洲已经在与死灰复燃的COVID-19疫情作斗争，引发了新的限制措施，增加了近期经济前景的不确定性。</blockquote></p><p> Thin liquidity following Thursday's U.S. Thanksgiving Day holiday likely exacerbates price moves for sure, but there's little doubt overnight headlines have taken markets by surprise on Friday.</p><p><blockquote>周四美国感恩节假期后流动性紧张肯定会加剧价格走势，但毫无疑问，隔夜头条新闻周五让市场感到意外。</blockquote></p><p> It’s been another great year for investors, with the&nbsp;<b>SPDR S&amp;P 500 ETF Trust</b>&nbsp;up another 25.4% on the year. The S&amp;P 500 has also made it more than a year since its last 10% correction, and some investors are growing concerned that a combination of historically high stock valuations, rising inflation,&nbsp;the&nbsp;COVID-19 variant and the possibility that&nbsp;aggressive Federal Reserve tightening could trigger a market crash in the next couple of quarters.</p><p><blockquote>对于投资者来说，今年又是伟大的一年，<b>SPDR标普500 ETF信托</b>同比再增长25.4%。标普500自上次调整10%以来也已经过去了一年多，一些投资者越来越担心，历史高位的股票估值、通胀上升、COVID-19变种以及美联储激进紧缩的可能性可能会在未来几个季度引发市场崩盘。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1f999347452cfb2fdd30570431642cb9\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Historically, the S&amp;P 500 has averaged about one 10% pullback per yearsince 1950. Long-term investors have no reason to fear temporary market pullbacks, but there are ways to prepare for the next stock market crash to reduce your risk and take advantage of the potential buying opportunity. Here are three things to do before the next stock market crash.</p><p><blockquote>从历史上看，自1950年以来，标普500平均每年回调约10%。长期投资者没有理由担心暂时的市场回调，但有一些方法可以为下一次股市崩盘做好准备，以降低风险并利用潜在的买入机会。在下一次股市崩盘之前，这里有三件事要做。</blockquote></p><p> <b>1. Diversify Your Portfolio</b></p><p><blockquote><b>1.分散投资组合</b></blockquote></p><p> Not all market sectors and asset classes take the same hit when the stock market crashes, but it’s difficult to predict beforehand which stocks will be hit hardest. The market crash in 2008 hit bank and housing stocks hardest, while the crash in 2020 was particularly bad for travel and retail stocks. Growth stocks also tend to take a harder hit than value stocks during market crashes. By diversifying your portfolio into different types of stocks, bonds, commodities and other investments, you are ensuring that your portfolio won’t be overexposed to the worst parts of the next market crash or underexposed to any investments that may avoid the sell-off.</p><p><blockquote>当股市崩盘时，并非所有市场部门和资产类别都受到同样的打击，但很难事先预测哪些股票将受到最严重的打击。2008年的市场崩盘对银行和房地产股的打击最为严重，而2020年的崩盘对旅游和零售股的打击尤其严重。在市场崩盘期间，成长型股票也往往比价值型股票受到更严重的打击。通过将投资组合分散到不同类型的股票、债券、大宗商品和其他投资，您可以确保您的投资组合不会过度暴露于下一次市场崩盘最糟糕的部分，也不会暴露于任何可能避免抛售的投资。</blockquote></p><p> <b>2. Raise Cash</b></p><p><blockquote><b>2、筹集现金</b></blockquote></p><p> There have been countless pullbacks, crashes and recessions throughout history. One strategy that has worked every single time for long-term investors during those periods is buying the dip. But to buy the dip, you must have cash or margin available.</p><p><blockquote>历史上出现过无数次回调、崩盘和衰退。在这些时期，对长期投资者每次都有效的一种策略是逢低买入。但要逢低买入，你必须有现金或保证金。</blockquote></p><p> If you are 100% invested, your hands will be tied and your only option may be tosell stockat the worst possible time. Market crashes are nearly impossible to predict, so there’s no need to dump all your stocks now and transition to all cash. But raising the amount of cash in your account to 10%, 20% or whatever level makes you feel more comfortable allows you to be opportunistic when the next crash happens.</p><p><blockquote>如果你100%投资，你的手将被束缚，你唯一的选择可能是在最糟糕的时候卖出股票。市场崩盘几乎不可能预测，因此现在没有必要抛售所有股票并转向所有现金。但将账户中的现金金额提高到10%、20%或任何让您感觉更舒服的水平，可以让您在下一次崩盘发生时投机取巧。</blockquote></p><p> <b>3. Maintain A Watch List</b></p><p><blockquote><b>3.维护观察名单</b></blockquote></p><p> Investors tend to not make the best, most rational decisions during the worst of a stock market crash. It’s best if you have a plan of action before the crash so that you aren’t trying to make emotional decisions when it seems like the sky is falling.</p><p><blockquote>在股市崩盘最严重的时候，投资者往往不会做出最好、最理性的决定。如果你在坠机前有一个行动计划是最好的，这样你就不会在天要塌下来的时候试图做出情绪化的决定。</blockquote></p><p> Before the stock market turns south, make a list of stocks you may potentially be interested in buying on the dip. Research these companies and vet them prior to the crash so that all you have to do when the opportunity to buy the dip arises is click that “buy” button.</p><p><blockquote>在股市下跌之前，列出一份您可能有兴趣逢低买入的股票清单。在崩盘前研究这些公司并对其进行审查，这样当逢低买入的机会出现时，您所要做的就是点击“买入”按钮。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100178242","content_text":"COVID-19, a worry that investors had pushed down their list of top concerns in recent months, has soared back up to the number one spot as a new variant spreads across South Africa.\nAsia stocks outside Japan slid over 2%, Europe and U.S. stock futures are down sharply, oil prices drops almost 5%, the safe-haven yen is up around three-quarters of a percent, and U.S. Treasury yields are down almost 10 basis points.\nLittle is known of the variant, detected in South Africa, Botswana and Hong Kong, but scientists reckon it has an unusual combination of mutations and may be able to evade immune responses or make it more transmissible.\nThe news comes as Europe already battles a resurgent COVID-19 outbreak, triggering fresh restrictions that raise uncertainty over the near-term economic outlook.\nThin liquidity following Thursday's U.S. Thanksgiving Day holiday likely exacerbates price moves for sure, but there's little doubt overnight headlines have taken markets by surprise on Friday.\nIt’s been another great year for investors, with the SPDR S&P 500 ETF Trust up another 25.4% on the year. The S&P 500 has also made it more than a year since its last 10% correction, and some investors are growing concerned that a combination of historically high stock valuations, rising inflation, the COVID-19 variant and the possibility that aggressive Federal Reserve tightening could trigger a market crash in the next couple of quarters.\n\nHistorically, the S&P 500 has averaged about one 10% pullback per yearsince 1950. Long-term investors have no reason to fear temporary market pullbacks, but there are ways to prepare for the next stock market crash to reduce your risk and take advantage of the potential buying opportunity. Here are three things to do before the next stock market crash.\n1. Diversify Your Portfolio\nNot all market sectors and asset classes take the same hit when the stock market crashes, but it’s difficult to predict beforehand which stocks will be hit hardest. The market crash in 2008 hit bank and housing stocks hardest, while the crash in 2020 was particularly bad for travel and retail stocks. Growth stocks also tend to take a harder hit than value stocks during market crashes. By diversifying your portfolio into different types of stocks, bonds, commodities and other investments, you are ensuring that your portfolio won’t be overexposed to the worst parts of the next market crash or underexposed to any investments that may avoid the sell-off.\n2. Raise Cash\nThere have been countless pullbacks, crashes and recessions throughout history. One strategy that has worked every single time for long-term investors during those periods is buying the dip. But to buy the dip, you must have cash or margin available.\nIf you are 100% invested, your hands will be tied and your only option may be tosell stockat the worst possible time. Market crashes are nearly impossible to predict, so there’s no need to dump all your stocks now and transition to all cash. But raising the amount of cash in your account to 10%, 20% or whatever level makes you feel more comfortable allows you to be opportunistic when the next crash happens.\n3. Maintain A Watch List\nInvestors tend to not make the best, most rational decisions during the worst of a stock market crash. It’s best if you have a plan of action before the crash so that you aren’t trying to make emotional decisions when it seems like the sky is falling.\nBefore the stock market turns south, make a list of stocks you may potentially be interested in buying on the dip. Research these companies and vet them prior to the crash so that all you have to do when the opportunity to buy the dip arises is click that “buy” button.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871152524,"gmtCreate":1637040848646,"gmtModify":1637040848798,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573377839632850","idStr":"3573377839632850"},"themes":[],"htmlText":"Seems like aapl hasnt got much to offer lately. May tap into the metaverse trend?","listText":"Seems like aapl hasnt got much to offer lately. May tap into the metaverse trend?","text":"Seems like aapl hasnt got much to offer lately. May tap into the metaverse trend?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871152524","repostId":"1116429379","repostType":2,"repost":{"id":"1116429379","kind":"news","pubTimestamp":1637033648,"share":"https://www.laohu8.com/m/news/1116429379?lang=zh_CN&edition=full","pubTime":"2021-11-16 11:34","market":"us","language":"en","title":"Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>出售苹果公司？为什么这位专家认为苹果股价下跌12%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116429379","media":"Thestreet","summary":"As Apple stock(AAPL) continues to hover around $150 apiece, one of the few skeptics on Wall Street h","content":"<p>As Apple stock(<b>AAPL</b>)&nbsp;continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.</p><p><blockquote>作为苹果股票(<b>AAPL</b>）继续徘徊在150美元左右，华尔街为数不多的怀疑论者之一刚刚发布了他的最新报告。在其中，他强化了AAPL的价值应该仅为132美元的观点，表明其股价从现在开始有12%的下行风险。</blockquote></p><p> Today, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.</p><p><blockquote>今天，这位苹果专家重温了Bernstein的托尼·萨科纳吉(Toni Sacconaghi)温和悲观的观点。</blockquote></p><p> The not-so-bullish case</p><p><blockquote>不那么乐观的情况</blockquote></p><p> Mr. Sacconaghi has been cautious of AAPL since he&nbsp;downgraded&nbsp;the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&amp;P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.</p><p><blockquote>自2018年2月将AAPL股票评级下调至中性以来，萨科纳吉先生一直对该股持谨慎态度。事实证明，他此举的时机并不是最好的，因为苹果股价在不到四年的时间里上涨了285%，而标普500的涨幅为85%。然而，这位分析师也帮助苹果公司投资者思考了魔鬼代言人的论点。</blockquote></p><p> In August, I&nbsp;reviewed Bernstein’s thesis&nbsp;in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.</p><p><blockquote>8月，我更详细地回顾了伯恩斯坦的论文。短期而言，该银行的研究团队担心苹果股价在今年上半年上涨过快，而苹果将在一系列财报季中面临严峻的竞争。</blockquote></p><p> Also, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&amp;P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.</p><p><blockquote>此外，托尼提到估值是一个关键风险。虽然他认为苹果公司的估值应该高于标普500，但分析师质疑多少才算过高。伯恩斯坦的目标市盈率为25倍，比目前的市盈率低一到两倍。</blockquote></p><p> Add App Store to the list</p><p><blockquote>将App Store添加到列表</blockquote></p><p> Now, the analyst has&nbsp;added&nbsp;one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.</p><p><blockquote>现在，这位分析师在担忧清单上增加了一项：应用商店。萨科纳吉指出，最近的法庭败诉可能意味着最早从下个月开始，美国将允许在App Store平台之外进行支付。</blockquote></p><p> Bernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.</p><p><blockquote>伯恩斯坦的专家已经计算过了。他估计，App Store近三分之一的收入来自美国。如果App Store分别占公司总销售额和op利润的6%和15%，那么支付问题可能会影响苹果每年2%的收入和5%的op利润。</blockquote></p><p> Apple Maven’s take</p><p><blockquote>苹果·梅文的看法</blockquote></p><p> Regarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.</p><p><blockquote>关于托尼之前的担忧，我认为自AAPL于9月初见顶以来，风险已大幅降低。从那时起，投资者有时间充分迎接2021年底至2022年初更具挑战性的艰难竞争和供应链限制时期。正如我不久前提到的，估值已经降低到更合理的水平。</blockquote></p><p> Regarding the App Store, I have slowly&nbsp;shifted from more to less concerned&nbsp;about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.</p><p><blockquote>关于App Store，我已经慢慢地从更关心财务影响转向不太关心。Morgan Stanley的Katy Huberty认为，应用商店政策的变化最多可能会使苹果的每股收益减少1%或2%，这并不多。</blockquote></p><p> Even Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.</p><p><blockquote>即使是萨科纳吉对金融风险的估计也只代表了最坏的情况。事实上，由于App Store的支付变化，苹果收入的2%和运营利润的5%可能最终会被削减，因为许多用户将继续选择苹果作为他们的首选支付平台。</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>Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>出售苹果公司？为什么这位专家认为苹果股价下跌12%</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\">\nSell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>出售苹果公司？为什么这位专家认为苹果股价下跌12%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-11-16 11:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As Apple stock(<b>AAPL</b>)&nbsp;continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.</p><p><blockquote>作为苹果股票(<b>AAPL</b>）继续徘徊在150美元左右，华尔街为数不多的怀疑论者之一刚刚发布了他的最新报告。在其中，他强化了AAPL的价值应该仅为132美元的观点，表明其股价从现在开始有12%的下行风险。</blockquote></p><p> Today, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.</p><p><blockquote>今天，这位苹果专家重温了Bernstein的托尼·萨科纳吉(Toni Sacconaghi)温和悲观的观点。</blockquote></p><p> The not-so-bullish case</p><p><blockquote>不那么乐观的情况</blockquote></p><p> Mr. Sacconaghi has been cautious of AAPL since he&nbsp;downgraded&nbsp;the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&amp;P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.</p><p><blockquote>自2018年2月将AAPL股票评级下调至中性以来，萨科纳吉先生一直对该股持谨慎态度。事实证明，他此举的时机并不是最好的，因为苹果股价在不到四年的时间里上涨了285%，而标普500的涨幅为85%。然而，这位分析师也帮助苹果公司投资者思考了魔鬼代言人的论点。</blockquote></p><p> In August, I&nbsp;reviewed Bernstein’s thesis&nbsp;in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.</p><p><blockquote>8月，我更详细地回顾了伯恩斯坦的论文。短期而言，该银行的研究团队担心苹果股价在今年上半年上涨过快，而苹果将在一系列财报季中面临严峻的竞争。</blockquote></p><p> Also, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&amp;P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.</p><p><blockquote>此外，托尼提到估值是一个关键风险。虽然他认为苹果公司的估值应该高于标普500，但分析师质疑多少才算过高。伯恩斯坦的目标市盈率为25倍，比目前的市盈率低一到两倍。</blockquote></p><p> Add App Store to the list</p><p><blockquote>将App Store添加到列表</blockquote></p><p> Now, the analyst has&nbsp;added&nbsp;one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.</p><p><blockquote>现在，这位分析师在担忧清单上增加了一项：应用商店。萨科纳吉指出，最近的法庭败诉可能意味着最早从下个月开始，美国将允许在App Store平台之外进行支付。</blockquote></p><p> Bernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.</p><p><blockquote>伯恩斯坦的专家已经计算过了。他估计，App Store近三分之一的收入来自美国。如果App Store分别占公司总销售额和op利润的6%和15%，那么支付问题可能会影响苹果每年2%的收入和5%的op利润。</blockquote></p><p> Apple Maven’s take</p><p><blockquote>苹果·梅文的看法</blockquote></p><p> Regarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.</p><p><blockquote>关于托尼之前的担忧，我认为自AAPL于9月初见顶以来，风险已大幅降低。从那时起，投资者有时间充分迎接2021年底至2022年初更具挑战性的艰难竞争和供应链限制时期。正如我不久前提到的，估值已经降低到更合理的水平。</blockquote></p><p> Regarding the App Store, I have slowly&nbsp;shifted from more to less concerned&nbsp;about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.</p><p><blockquote>关于App Store，我已经慢慢地从更关心财务影响转向不太关心。Morgan Stanley的Katy Huberty认为，应用商店政策的变化最多可能会使苹果的每股收益减少1%或2%，这并不多。</blockquote></p><p> Even Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.</p><p><blockquote>即使是萨科纳吉对金融风险的估计也只代表了最坏的情况。事实上，由于App Store的支付变化，苹果收入的2%和运营利润的5%可能最终会被削减，因为许多用户将继续选择苹果作为他们的首选支付平台。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/sell-aapl-why-this-expert-sees-apple-stock-dipping-12\">Thestreet</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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/sell-aapl-why-this-expert-sees-apple-stock-dipping-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116429379","content_text":"As Apple stock(AAPL) continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.\nToday, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.\nThe not-so-bullish case\nMr. Sacconaghi has been cautious of AAPL since he downgraded the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.\nIn August, I reviewed Bernstein’s thesis in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.\nAlso, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.\nAdd App Store to the list\nNow, the analyst has added one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.\nBernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.\nApple Maven’s take\nRegarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.\nRegarding the App Store, I have slowly shifted from more to less concerned about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.\nEven Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857017034,"gmtCreate":1635494729553,"gmtModify":1635494729963,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573377839632850","idStr":"3573377839632850"},"themes":[],"htmlText":"[捂脸]&nbsp;","listText":"[捂脸]&nbsp;","text":"[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857017034","repostId":"1103014145","repostType":4,"repost":{"id":"1103014145","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635494639,"share":"https://www.laohu8.com/m/news/1103014145?lang=zh_CN&edition=full","pubTime":"2021-10-29 16:03","market":"us","language":"en","title":"Amazon slid more than 4% in premarket trading as it missed sales estimates for the second straight quarter<blockquote>亚马逊盘前交易下跌超过4%，连续第二个季度未达到销售预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103014145","media":"Tiger Newspress","summary":"Amazon slid more than 4% in premarket trading as itmissed sales estimates for the second straight qu","content":"<p>Amazon slid more than 4% in premarket trading as itmissed&nbsp;sales estimates for the second straight quarter.<img src=\"https://static.tigerbbs.com/1be5084c916792ce4eb7e2f73b8bfc23\" tg-width=\"771\" tg-height=\"569\" width=\"100%\" height=\"auto\">According to the financial report,itssalesinthe third quarterrose 12% to $110.8 billion, compared with $96.1 billion in the second quarter of 2020. The figure was lower than Wall Street's previous forecast of $111.81 billion in net sales, and was thought to be the result of slowing growth after the surge in online shopping.</p><p><blockquote>亚马逊在盘前交易中下跌超过4%，连续第二个季度未达到销售预期。财报显示，其第三季度销售额增长12%至1108亿美元，而2020年第二季度为961亿美元。该数字低于华尔街此前预测的1118.1亿美元净销售额，被认为是网购激增后增长放缓的结果。</blockquote></p><p> Its&nbsp;Net profit was US $3.2 billion, down 50.2% from US $6.3 billion in the same period last year.</p><p><blockquote>其净利润为32亿美元，较上年同期的63亿美元下滑50.2%。</blockquote></p><p> Among them, product sales were US $54.88 billion, up 4% year-on-year, and service sales were US $55.93 billion, up 29% year-on-year.</p><p><blockquote>其中，产品销售额548.8亿美元，同比增长4%，服务销售额559.3亿美元，同比增长29%。</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>Amazon slid more than 4% in premarket trading as it missed sales estimates for the second straight quarter<blockquote>亚马逊盘前交易下跌超过4%，连续第二个季度未达到销售预期</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; 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\">\nAmazon slid more than 4% in premarket trading as it missed sales estimates for the second straight quarter<blockquote>亚马逊盘前交易下跌超过4%，连续第二个季度未达到销售预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-29 16:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Amazon slid more than 4% in premarket trading as itmissed&nbsp;sales estimates for the second straight quarter.<img src=\"https://static.tigerbbs.com/1be5084c916792ce4eb7e2f73b8bfc23\" tg-width=\"771\" tg-height=\"569\" width=\"100%\" height=\"auto\">According to the financial report,itssalesinthe third quarterrose 12% to $110.8 billion, compared with $96.1 billion in the second quarter of 2020. The figure was lower than Wall Street's previous forecast of $111.81 billion in net sales, and was thought to be the result of slowing growth after the surge in online shopping.</p><p><blockquote>亚马逊在盘前交易中下跌超过4%，连续第二个季度未达到销售预期。财报显示，其第三季度销售额增长12%至1108亿美元，而2020年第二季度为961亿美元。该数字低于华尔街此前预测的1118.1亿美元净销售额，被认为是网购激增后增长放缓的结果。</blockquote></p><p> Its&nbsp;Net profit was US $3.2 billion, down 50.2% from US $6.3 billion in the same period last year.</p><p><blockquote>其净利润为32亿美元，较上年同期的63亿美元下滑50.2%。</blockquote></p><p> Among them, product sales were US $54.88 billion, up 4% year-on-year, and service sales were US $55.93 billion, up 29% year-on-year.</p><p><blockquote>其中，产品销售额548.8亿美元，同比增长4%，服务销售额559.3亿美元，同比增长29%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103014145","content_text":"Amazon slid more than 4% in premarket trading as itmissed sales estimates for the second straight quarter.According to the financial report,itssalesinthe third quarterrose 12% to $110.8 billion, compared with $96.1 billion in the second quarter of 2020. The figure was lower than Wall Street's previous forecast of $111.81 billion in net sales, and was thought to be the result of slowing growth after the surge in online shopping.\nIts Net profit was US $3.2 billion, down 50.2% from US $6.3 billion in the same period last year.\nAmong them, product sales were US $54.88 billion, up 4% year-on-year, and service sales were US $55.93 billion, up 29% year-on-year.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850210608,"gmtCreate":1634601550632,"gmtModify":1634601550956,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573377839632850","idStr":"3573377839632850"},"themes":[],"htmlText":"佩服。我算是顾客之一。","listText":"佩服。我算是顾客之一。","text":"佩服。我算是顾客之一。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850210608","repostId":"1182037885","repostType":4,"repost":{"id":"1182037885","kind":"news","pubTimestamp":1634600311,"share":"https://www.laohu8.com/m/news/1182037885?lang=zh_CN&edition=full","pubTime":"2021-10-19 07:38","market":"us","language":"en","title":"‘CoComelon’ Owner Moonbug Weighs Sale, IPO<blockquote>“CoComelon”所有者Moonbug考虑出售和IPO</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182037885","media":"The Wall Street Journal","summary":"Company is seeking a valuation of at least $3 billion in a sale, potentially more in an IPO\nThe show","content":"<p>Company is seeking a valuation of at least $3 billion in a sale, potentially more in an IPO</p><p><blockquote>公司正在寻求至少30亿美元的出售估值，IPO时可能会更高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8842753cc2beef89502e18797fd51815\" tg-width=\"1290\" tg-height=\"859\" width=\"100%\" height=\"auto\"><span>The show ‘CoComelon’ was a breakout hit during the pandemic. Now the company behind it has received interest from multiple suitors.</span></p><p><blockquote><p class=\"t-img-caption\"><span>《可可甜瓜》这个节目在疫情大受欢迎。现在它背后的公司已经收到了多个追求者的兴趣。</span></p></blockquote></p><p> Moonbug Entertainment Ltd., the company behind the hit children’s show “CoComelon,” is looking to cash in on its popularity by either selling itself or going public, according to people familiar with the matter.</p><p><blockquote>据知情人士透露，热门儿童节目《可可甜瓜》背后的Moonbug Entertainment Ltd.正寻求通过出售自己或上市来利用其受欢迎程度。</blockquote></p><p> “CoComelon,” with its lilting nursery rhymes on subjects like putting on shoes, has been a&nbsp;breakout hit of the Covid-19 pandemic, with busy parents parking their children in front of the TV to sing along with computer-generated toddlers. It became even more popular when&nbsp;Netflix&nbsp;Inc.&nbsp;in July struck a deal to launch a spinoff of the series for three seasons.</p><p><blockquote>《CoComelon》以穿鞋等主题为主题的轻快童谣在Covid-19大流行中大受欢迎，忙碌的父母将孩子停在电视机前，与电脑生成的幼儿一起唱歌。当Netflix Inc.在7月份达成协议，推出该剧三季的衍生剧时，它变得更加受欢迎。</blockquote></p><p> The company has&nbsp;received interest from multiple suitors&nbsp;and is seeking a valuation of more than $3 billion, some of the people said. One suitor is a company backed by private-equity giant&nbsp;Blackstone&nbsp;Inc.&nbsp;run by former&nbsp;Walt Disney&nbsp;Co.&nbsp;executives Kevin Mayer and Tom Staggs, the people said.</p><p><blockquote>一些知情人士表示，该公司已收到多个收购者的兴趣，并寻求超过30亿美元的估值。知情人士称，一家收购者是一家由私募股权巨头黑石公司支持的公司，该公司由华特迪士尼公司前高管凯文·梅耶尔和汤姆·斯塔格斯经营。</blockquote></p><p> There is no guarantee that the conversations with potential acquirers will result in a deal, the people said. Moonbug is also weighing an initial public offering, which executives believe would result in a valuation significantly higher than $3 billion, some of the people said.</p><p><blockquote>知情人士表示，不能保证与潜在收购方的对话会达成交易。一些知情人士称，Moonbug还在考虑首次公开募股，高管们认为这将导致估值明显高于30亿美元。</blockquote></p><p> The growing appetite for TV shows and movies sparked by the rise of new streaming services has kicked off a flurry of mergers and acquisitions in Hollywood as independent studios look to cash in on the gold rush. Messrs. Mayer and Staggs are on the hunt for shows and movies they can build entertainment franchises around and recently spent $900 million&nbsp;to acquire Hello Sunshine, the media company founded by Reese Witherspoon. Last month, Netflix said it was buying the rights to&nbsp;stories by children’s author Roald Dahlfor an undisclosed sum.</p><p><blockquote>新流媒体服务的兴起引发了人们对电视节目和电影日益增长的兴趣，这引发了好莱坞的一系列并购，因为独立工作室希望在淘金热中获利。梅耶尔和斯塔格斯正在寻找可以建立娱乐特许经营权的节目和电影，最近斥资9亿美元收购了瑞茜·威瑟斯彭(Reese Witherspoon)创立的媒体公司Hello Sunshine。上个月，Netflix表示将购买儿童作家罗尔德·达尔(Roald Dahl)的故事版权，金额未公开。</blockquote></p><p> Moonbug is on pace to generate roughly $100 million in profit this year, according to people familiar with the matter, through a combination of licensing, advertising and selling merchandise related to its popular shows. Moonbug is expecting profits to double next year to roughly $200 million, as it acquires new shows and licenses them to distributors around the globe. By the end of 2021, Moonbug expects to have at least 100 licensing partners, up from 15 at the beginning of the year.</p><p><blockquote>据知情人士透露，通过授权、广告和销售与其热门节目相关的商品，Moonbug今年有望创造约1亿美元的利润。Moonbug预计明年的利润将翻一番，达到约2亿美元，因为它收购了新节目并将其授权给全球发行商。到2021年底，Moonbug预计将拥有至少100个许可合作伙伴，高于年初的15个。</blockquote></p><p> Moonbug has raised $265 million from investors including Felix Capital,Goldman Sachs Group&nbsp;Inc.&nbsp;and merchant bank Raine Group, which owns a majority stake, one of the people said. The last funding round, a $120 million infusion in 2020, valued the company at nearly $1 billion, the person said.</p><p><blockquote>其中一位知情人士称，Moonbug已从Felix Capital、高盛集团和拥有多数股权的商业银行Raine Group等投资者那里筹集了2.65亿美元。该人士表示，上一轮融资是在2020年注入的1.2亿美元，对该公司的估值接近10亿美元。</blockquote></p><p> Moonbug is looking to meet the growing appetite for children’s content as the pipeline for popular shows from traditional TV networks runs dry. Demand for children’s content grew by nearly 58% since the beginning of 2020, according to Parrot Analytics, far outpacing the increase in overall demand for content.</p><p><blockquote>随着传统电视网络热门节目的渠道枯竭，Moonbug正在寻求满足人们对儿童内容日益增长的需求。根据Parrot Analytics的数据，自2020年初以来，对儿童内容的需求增长了近58%，远远超过了整体内容需求的增长。</blockquote></p><p> There weren’t any shows from traditional networks of the caliber of Nickelodeon’s “Paw Patrol” or “Dora the Explorer” to meet that demand, said Cyma Zarghami, the former president of&nbsp;ViacomCBS&nbsp;Inc.’s&nbsp;brand Nickelodeon who has founded her own children’s content company, Mimo Studios.</p><p><blockquote>维亚康姆哥伦比亚广播公司(ViacomCBS Inc.)旗下品牌Nickelodeon的前总裁西玛·扎加米(Cyma Zarghami)创立了自己的儿童内容公司Mimo Studios。</blockquote></p><p> London-based Moonbug was co-founded in 2018 by Rene Rechtman and John Robson, former employees of&nbsp;Disney&nbsp;and ViacomCBS’s Paramount Pictures. Moonbug scouts for popular children’s shows and characters on video platforms like YouTube—including the suspender-clad educational narrator “Blippi” and early-childhood series “Little Baby Bum”—and builds franchises that could include streaming-TV deals, movies and merchandise.</p><p><blockquote>总部位于伦敦的Moonbug由迪士尼和ViacomCBS旗下派拉蒙影业的前员工Rene Rechtman和John Robson于2018年共同创立。Moonbug在YouTube等视频平台上寻找受欢迎的儿童节目和角色，包括穿着吊带的教育解说员“Blippi”和幼儿系列节目“Little Baby Bum”，并建立可能包括流媒体电视交易、电影和商品的特许经营权。</blockquote></p><p> Paying a steep premium for a content company carries risks. There is no guarantee that the pipeline of programming from Moonbug will produce shows as popular as early hits like “CoComelon.” The company could also face competition from buyers who identify emerging shows on YouTube and build franchises around them before they appear on Moonbug’s radar.</p><p><blockquote>为内容公司支付高额溢价是有风险的。不能保证Moonbug的节目管道会制作出像《可可甜瓜》这样的早期热门节目一样受欢迎的节目。该公司还可能面临来自买家的竞争，这些买家会在YouTube上发现新兴节目，并在它们出现在Moonbug的雷达上之前围绕它们建立特许经营权。</blockquote></p><p> Other companies in the children’s space have also explored cashing in.</p><p><blockquote>儿童领域的其他公司也探索了变现。</blockquote></p><p> Pocketwatch Inc., which manages the popular children’s entertainment franchise “Ryan’s World,” recently tapped investment bank&nbsp;Lazard&nbsp;Ltd.to explore options that include selling the business or raising funding to bankroll acquisitions, according to people familiar with the matter. Pocketwatch follows a similar playbook to Moonbug, licensing popular video content with franchise potential, selling merchandise and developing spinoffs.</p><p><blockquote>据知情人士透露，管理广受欢迎的儿童娱乐特许经营权“瑞安的世界”的Pocketwatch Inc.最近与投资银行Lazard Ltd.合作，探索包括出售业务或筹集资金为收购提供资金在内的选择。Pocketwatch遵循与Moonbug类似的剧本，许可具有特许经营潜力的流行视频内容，销售商品并开发衍生产品。</blockquote></p><p></p><p> Entertainment One, the studio behind Peppa Pig,sold in 2019&nbsp;to games company&nbsp;Hasbro&nbsp;Inc.&nbsp;for $3.8 billion.</p><p><blockquote>粉红猪小妹背后的工作室Entertainment One于2019年以38亿美元的价格出售给游戏公司孩之宝公司。</blockquote></p><p> Moonbug got a major endorsement in July when Netflix ordered three seasons of “CoComelon Lane,” a spinoff of the popular “CoComelon” franchise on YouTube. “CoComelon” was already a hit on YouTube; it generated more than 1.5 billion views on the video platform over the last month, according to analytics firm Social Blade, which translated into as much as $6.1 million in advertising revenue.</p><p><blockquote>今年7月，当网飞订购了三季《可可瓜巷》（CoComelon Lane）时，Moonbug获得了主要认可，这是YouTube上广受欢迎的《可可瓜》系列的衍生剧。“可可瓜”已经在YouTube上大受欢迎；根据分析公司Social Blade的数据，上个月它在视频平台上产生了超过15亿次观看，转化为高达610万美元的广告收入。</blockquote></p><p> A deal for Moonbug Entertainment would be the second major deal struck by Messrs. Mayer and Staggs for their Blackstone-backed entertainment venture. The as-yet unnamed company is aiming to build an independent entertainment company for Hollywood’s streaming era, acquiring studios that own intellectual property that they are free to license to any network or streaming service, The Wall Street Journal reported.</p><p><blockquote>收购Moonbug Entertainment将是梅耶尔和斯塔格斯为其黑石支持的娱乐企业达成的第二笔重大交易。据《华尔街日报》报道，这家尚未命名的公司旨在为好莱坞的流媒体时代建立一家独立的娱乐公司，收购拥有知识产权的工作室，他们可以免费授权给任何网络或流媒体服务。</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>‘CoComelon’ Owner Moonbug Weighs Sale, IPO<blockquote>“CoComelon”所有者Moonbug考虑出售和IPO</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\">\n‘CoComelon’ Owner Moonbug Weighs Sale, IPO<blockquote>“CoComelon”所有者Moonbug考虑出售和IPO</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-10-19 07:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Company is seeking a valuation of at least $3 billion in a sale, potentially more in an IPO</p><p><blockquote>公司正在寻求至少30亿美元的出售估值，IPO时可能会更高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8842753cc2beef89502e18797fd51815\" tg-width=\"1290\" tg-height=\"859\" width=\"100%\" height=\"auto\"><span>The show ‘CoComelon’ was a breakout hit during the pandemic. Now the company behind it has received interest from multiple suitors.</span></p><p><blockquote><p class=\"t-img-caption\"><span>《可可甜瓜》这个节目在疫情大受欢迎。现在它背后的公司已经收到了多个追求者的兴趣。</span></p></blockquote></p><p> Moonbug Entertainment Ltd., the company behind the hit children’s show “CoComelon,” is looking to cash in on its popularity by either selling itself or going public, according to people familiar with the matter.</p><p><blockquote>据知情人士透露，热门儿童节目《可可甜瓜》背后的Moonbug Entertainment Ltd.正寻求通过出售自己或上市来利用其受欢迎程度。</blockquote></p><p> “CoComelon,” with its lilting nursery rhymes on subjects like putting on shoes, has been a&nbsp;breakout hit of the Covid-19 pandemic, with busy parents parking their children in front of the TV to sing along with computer-generated toddlers. It became even more popular when&nbsp;Netflix&nbsp;Inc.&nbsp;in July struck a deal to launch a spinoff of the series for three seasons.</p><p><blockquote>《CoComelon》以穿鞋等主题为主题的轻快童谣在Covid-19大流行中大受欢迎，忙碌的父母将孩子停在电视机前，与电脑生成的幼儿一起唱歌。当Netflix Inc.在7月份达成协议，推出该剧三季的衍生剧时，它变得更加受欢迎。</blockquote></p><p> The company has&nbsp;received interest from multiple suitors&nbsp;and is seeking a valuation of more than $3 billion, some of the people said. One suitor is a company backed by private-equity giant&nbsp;Blackstone&nbsp;Inc.&nbsp;run by former&nbsp;Walt Disney&nbsp;Co.&nbsp;executives Kevin Mayer and Tom Staggs, the people said.</p><p><blockquote>一些知情人士表示，该公司已收到多个收购者的兴趣，并寻求超过30亿美元的估值。知情人士称，一家收购者是一家由私募股权巨头黑石公司支持的公司，该公司由华特迪士尼公司前高管凯文·梅耶尔和汤姆·斯塔格斯经营。</blockquote></p><p> There is no guarantee that the conversations with potential acquirers will result in a deal, the people said. Moonbug is also weighing an initial public offering, which executives believe would result in a valuation significantly higher than $3 billion, some of the people said.</p><p><blockquote>知情人士表示，不能保证与潜在收购方的对话会达成交易。一些知情人士称，Moonbug还在考虑首次公开募股，高管们认为这将导致估值明显高于30亿美元。</blockquote></p><p> The growing appetite for TV shows and movies sparked by the rise of new streaming services has kicked off a flurry of mergers and acquisitions in Hollywood as independent studios look to cash in on the gold rush. Messrs. Mayer and Staggs are on the hunt for shows and movies they can build entertainment franchises around and recently spent $900 million&nbsp;to acquire Hello Sunshine, the media company founded by Reese Witherspoon. Last month, Netflix said it was buying the rights to&nbsp;stories by children’s author Roald Dahlfor an undisclosed sum.</p><p><blockquote>新流媒体服务的兴起引发了人们对电视节目和电影日益增长的兴趣，这引发了好莱坞的一系列并购，因为独立工作室希望在淘金热中获利。梅耶尔和斯塔格斯正在寻找可以建立娱乐特许经营权的节目和电影，最近斥资9亿美元收购了瑞茜·威瑟斯彭(Reese Witherspoon)创立的媒体公司Hello Sunshine。上个月，Netflix表示将购买儿童作家罗尔德·达尔(Roald Dahl)的故事版权，金额未公开。</blockquote></p><p> Moonbug is on pace to generate roughly $100 million in profit this year, according to people familiar with the matter, through a combination of licensing, advertising and selling merchandise related to its popular shows. Moonbug is expecting profits to double next year to roughly $200 million, as it acquires new shows and licenses them to distributors around the globe. By the end of 2021, Moonbug expects to have at least 100 licensing partners, up from 15 at the beginning of the year.</p><p><blockquote>据知情人士透露，通过授权、广告和销售与其热门节目相关的商品，Moonbug今年有望创造约1亿美元的利润。Moonbug预计明年的利润将翻一番，达到约2亿美元，因为它收购了新节目并将其授权给全球发行商。到2021年底，Moonbug预计将拥有至少100个许可合作伙伴，高于年初的15个。</blockquote></p><p> Moonbug has raised $265 million from investors including Felix Capital,Goldman Sachs Group&nbsp;Inc.&nbsp;and merchant bank Raine Group, which owns a majority stake, one of the people said. The last funding round, a $120 million infusion in 2020, valued the company at nearly $1 billion, the person said.</p><p><blockquote>其中一位知情人士称，Moonbug已从Felix Capital、高盛集团和拥有多数股权的商业银行Raine Group等投资者那里筹集了2.65亿美元。该人士表示，上一轮融资是在2020年注入的1.2亿美元，对该公司的估值接近10亿美元。</blockquote></p><p> Moonbug is looking to meet the growing appetite for children’s content as the pipeline for popular shows from traditional TV networks runs dry. Demand for children’s content grew by nearly 58% since the beginning of 2020, according to Parrot Analytics, far outpacing the increase in overall demand for content.</p><p><blockquote>随着传统电视网络热门节目的渠道枯竭，Moonbug正在寻求满足人们对儿童内容日益增长的需求。根据Parrot Analytics的数据，自2020年初以来，对儿童内容的需求增长了近58%，远远超过了整体内容需求的增长。</blockquote></p><p> There weren’t any shows from traditional networks of the caliber of Nickelodeon’s “Paw Patrol” or “Dora the Explorer” to meet that demand, said Cyma Zarghami, the former president of&nbsp;ViacomCBS&nbsp;Inc.’s&nbsp;brand Nickelodeon who has founded her own children’s content company, Mimo Studios.</p><p><blockquote>维亚康姆哥伦比亚广播公司(ViacomCBS Inc.)旗下品牌Nickelodeon的前总裁西玛·扎加米(Cyma Zarghami)创立了自己的儿童内容公司Mimo Studios。</blockquote></p><p> London-based Moonbug was co-founded in 2018 by Rene Rechtman and John Robson, former employees of&nbsp;Disney&nbsp;and ViacomCBS’s Paramount Pictures. Moonbug scouts for popular children’s shows and characters on video platforms like YouTube—including the suspender-clad educational narrator “Blippi” and early-childhood series “Little Baby Bum”—and builds franchises that could include streaming-TV deals, movies and merchandise.</p><p><blockquote>总部位于伦敦的Moonbug由迪士尼和ViacomCBS旗下派拉蒙影业的前员工Rene Rechtman和John Robson于2018年共同创立。Moonbug在YouTube等视频平台上寻找受欢迎的儿童节目和角色，包括穿着吊带的教育解说员“Blippi”和幼儿系列节目“Little Baby Bum”，并建立可能包括流媒体电视交易、电影和商品的特许经营权。</blockquote></p><p> Paying a steep premium for a content company carries risks. There is no guarantee that the pipeline of programming from Moonbug will produce shows as popular as early hits like “CoComelon.” The company could also face competition from buyers who identify emerging shows on YouTube and build franchises around them before they appear on Moonbug’s radar.</p><p><blockquote>为内容公司支付高额溢价是有风险的。不能保证Moonbug的节目管道会制作出像《可可甜瓜》这样的早期热门节目一样受欢迎的节目。该公司还可能面临来自买家的竞争，这些买家会在YouTube上发现新兴节目，并在它们出现在Moonbug的雷达上之前围绕它们建立特许经营权。</blockquote></p><p> Other companies in the children’s space have also explored cashing in.</p><p><blockquote>儿童领域的其他公司也探索了变现。</blockquote></p><p> Pocketwatch Inc., which manages the popular children’s entertainment franchise “Ryan’s World,” recently tapped investment bank&nbsp;Lazard&nbsp;Ltd.to explore options that include selling the business or raising funding to bankroll acquisitions, according to people familiar with the matter. Pocketwatch follows a similar playbook to Moonbug, licensing popular video content with franchise potential, selling merchandise and developing spinoffs.</p><p><blockquote>据知情人士透露，管理广受欢迎的儿童娱乐特许经营权“瑞安的世界”的Pocketwatch Inc.最近与投资银行Lazard Ltd.合作，探索包括出售业务或筹集资金为收购提供资金在内的选择。Pocketwatch遵循与Moonbug类似的剧本，许可具有特许经营潜力的流行视频内容，销售商品并开发衍生产品。</blockquote></p><p></p><p> Entertainment One, the studio behind Peppa Pig,sold in 2019&nbsp;to games company&nbsp;Hasbro&nbsp;Inc.&nbsp;for $3.8 billion.</p><p><blockquote>粉红猪小妹背后的工作室Entertainment One于2019年以38亿美元的价格出售给游戏公司孩之宝公司。</blockquote></p><p> Moonbug got a major endorsement in July when Netflix ordered three seasons of “CoComelon Lane,” a spinoff of the popular “CoComelon” franchise on YouTube. “CoComelon” was already a hit on YouTube; it generated more than 1.5 billion views on the video platform over the last month, according to analytics firm Social Blade, which translated into as much as $6.1 million in advertising revenue.</p><p><blockquote>今年7月，当网飞订购了三季《可可瓜巷》（CoComelon Lane）时，Moonbug获得了主要认可，这是YouTube上广受欢迎的《可可瓜》系列的衍生剧。“可可瓜”已经在YouTube上大受欢迎；根据分析公司Social Blade的数据，上个月它在视频平台上产生了超过15亿次观看，转化为高达610万美元的广告收入。</blockquote></p><p> A deal for Moonbug Entertainment would be the second major deal struck by Messrs. Mayer and Staggs for their Blackstone-backed entertainment venture. The as-yet unnamed company is aiming to build an independent entertainment company for Hollywood’s streaming era, acquiring studios that own intellectual property that they are free to license to any network or streaming service, The Wall Street Journal reported.</p><p><blockquote>收购Moonbug Entertainment将是梅耶尔和斯塔格斯为其黑石支持的娱乐企业达成的第二笔重大交易。据《华尔街日报》报道，这家尚未命名的公司旨在为好莱坞的流媒体时代建立一家独立的娱乐公司，收购拥有知识产权的工作室，他们可以免费授权给任何网络或流媒体服务。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/cocomelon-owner-moonbug-weighs-sale-ipo-11634591850?mod=hp_lista_pos5\">The Wall Street Journal</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://www.wsj.com/articles/cocomelon-owner-moonbug-weighs-sale-ipo-11634591850?mod=hp_lista_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182037885","content_text":"Company is seeking a valuation of at least $3 billion in a sale, potentially more in an IPO\nThe show ‘CoComelon’ was a breakout hit during the pandemic. Now the company behind it has received interest from multiple suitors.\nMoonbug Entertainment Ltd., the company behind the hit children’s show “CoComelon,” is looking to cash in on its popularity by either selling itself or going public, according to people familiar with the matter.\n“CoComelon,” with its lilting nursery rhymes on subjects like putting on shoes, has been a breakout hit of the Covid-19 pandemic, with busy parents parking their children in front of the TV to sing along with computer-generated toddlers. It became even more popular when Netflix Inc. in July struck a deal to launch a spinoff of the series for three seasons.\nThe company has received interest from multiple suitors and is seeking a valuation of more than $3 billion, some of the people said. One suitor is a company backed by private-equity giant Blackstone Inc. run by former Walt Disney Co. executives Kevin Mayer and Tom Staggs, the people said.\nThere is no guarantee that the conversations with potential acquirers will result in a deal, the people said. Moonbug is also weighing an initial public offering, which executives believe would result in a valuation significantly higher than $3 billion, some of the people said.\nThe growing appetite for TV shows and movies sparked by the rise of new streaming services has kicked off a flurry of mergers and acquisitions in Hollywood as independent studios look to cash in on the gold rush. Messrs. Mayer and Staggs are on the hunt for shows and movies they can build entertainment franchises around and recently spent $900 million to acquire Hello Sunshine, the media company founded by Reese Witherspoon. Last month, Netflix said it was buying the rights to stories by children’s author Roald Dahlfor an undisclosed sum.\nMoonbug is on pace to generate roughly $100 million in profit this year, according to people familiar with the matter, through a combination of licensing, advertising and selling merchandise related to its popular shows. Moonbug is expecting profits to double next year to roughly $200 million, as it acquires new shows and licenses them to distributors around the globe. By the end of 2021, Moonbug expects to have at least 100 licensing partners, up from 15 at the beginning of the year.\nMoonbug has raised $265 million from investors including Felix Capital,Goldman Sachs Group Inc. and merchant bank Raine Group, which owns a majority stake, one of the people said. The last funding round, a $120 million infusion in 2020, valued the company at nearly $1 billion, the person said.\nMoonbug is looking to meet the growing appetite for children’s content as the pipeline for popular shows from traditional TV networks runs dry. Demand for children’s content grew by nearly 58% since the beginning of 2020, according to Parrot Analytics, far outpacing the increase in overall demand for content.\nThere weren’t any shows from traditional networks of the caliber of Nickelodeon’s “Paw Patrol” or “Dora the Explorer” to meet that demand, said Cyma Zarghami, the former president of ViacomCBS Inc.’s brand Nickelodeon who has founded her own children’s content company, Mimo Studios.\nLondon-based Moonbug was co-founded in 2018 by Rene Rechtman and John Robson, former employees of Disney and ViacomCBS’s Paramount Pictures. Moonbug scouts for popular children’s shows and characters on video platforms like YouTube—including the suspender-clad educational narrator “Blippi” and early-childhood series “Little Baby Bum”—and builds franchises that could include streaming-TV deals, movies and merchandise.\nPaying a steep premium for a content company carries risks. There is no guarantee that the pipeline of programming from Moonbug will produce shows as popular as early hits like “CoComelon.” The company could also face competition from buyers who identify emerging shows on YouTube and build franchises around them before they appear on Moonbug’s radar.\nOther companies in the children’s space have also explored cashing in.\nPocketwatch Inc., which manages the popular children’s entertainment franchise “Ryan’s World,” recently tapped investment bank Lazard Ltd.to explore options that include selling the business or raising funding to bankroll acquisitions, according to people familiar with the matter. Pocketwatch follows a similar playbook to Moonbug, licensing popular video content with franchise potential, selling merchandise and developing spinoffs.\nEntertainment One, the studio behind Peppa Pig,sold in 2019 to games company Hasbro Inc. for $3.8 billion.\nMoonbug got a major endorsement in July when Netflix ordered three seasons of “CoComelon Lane,” a spinoff of the popular “CoComelon” franchise on YouTube. “CoComelon” was already a hit on YouTube; it generated more than 1.5 billion views on the video platform over the last month, according to analytics firm Social Blade, which translated into as much as $6.1 million in advertising revenue.\nA deal for Moonbug Entertainment would be the second major deal struck by Messrs. Mayer and Staggs for their Blackstone-backed entertainment venture. The as-yet unnamed company is aiming to build an independent entertainment company for Hollywood’s streaming era, acquiring studios that own intellectual property that they are free to license to any network or streaming service, The Wall Street Journal reported.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884940131,"gmtCreate":1631849958723,"gmtModify":1631883804740,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573377839632850","idStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>凭合作消息抄高股价。看来几天后应该会掉。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>凭合作消息抄高股价。看来几天后应该会掉。","text":"$Palantir Technologies Inc.(PLTR)$凭合作消息抄高股价。看来几天后应该会掉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/884940131","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882037961,"gmtCreate":1631630316753,"gmtModify":1631886064612,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573377839632850","idStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>cry","listText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>cry","text":"$GrowGeneration Corp.(GRWG)$cry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/882037961","isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836612014,"gmtCreate":1629475180938,"gmtModify":1631884206044,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573377839632850","idStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/APPS\">$Digital Turbine(APPS)$</a>u behave like china stocks..","listText":"<a href=\"https://laohu8.com/S/APPS\">$Digital Turbine(APPS)$</a>u behave like china stocks..","text":"$Digital Turbine(APPS)$u behave like china stocks..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836612014","isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838776873,"gmtCreate":1629433235692,"gmtModify":1631886064703,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573377839632850","idStr":"3573377839632850"},"themes":[],"htmlText":"But alr say many times?","listText":"But alr say many times?","text":"But alr say many times?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838776873","repostId":"2160884793","repostType":4,"repost":{"id":"2160884793","kind":"highlight","pubTimestamp":1629429639,"share":"https://www.laohu8.com/m/news/2160884793?lang=zh_CN&edition=full","pubTime":"2021-08-20 11:20","market":"us","language":"en","title":"'Something will give' in U.S. stock market amid 'discomforting sentiment signals,' Citi warns<blockquote>花旗警告称，由于“令人不安的情绪信号”，美国股市将出现“一些变化”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2160884793","media":"MarketWatch","summary":"'The Street is too complacent,' say Citi analysts\nCiti analysts 'discern some clouds on the horizon,","content":"<p>'The Street is too complacent,' say Citi analysts</p><p><blockquote>花旗分析师表示，华尔街过于自满</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b2b9e64f6cb727f681071e88726285b\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Citi analysts 'discern some clouds on the horizon,' warning that the bank's panic/euphoria model signals losses are coming for stocks.</span></p><p><blockquote><p class=\"t-img-caption\"><span>花旗分析师“发现了地平线上的一些乌云”，警告称，该行的恐慌/兴奋模型表明股市即将下跌。</span></p></blockquote></p><p> A U.S. stock-market pullback of 10% \"seems quite reasonable\" and any catalyst for weakness should be closely watched as valuations are no longer attractive amid a long stretch of \"discomforting sentiment signals,\" according to Citigroup analysts.</p><p><blockquote>花旗集团分析师表示，美国股市回调10%“似乎相当合理”，任何疲软的催化剂都应该受到密切关注，因为在长期“令人不安的情绪信号”中，估值不再具有吸引力。</blockquote></p><p> \"Our panic/euphoria model remains very elevated and is warning of coming losses,\" the analysts said in a Citi research note after markets closed Wednesday. \"This is the longest period of ebullient readings without a market correction since 1999/2000 and we anticipate that something will give.\"</p><p><blockquote>周三收盘后，分析师在花旗的一份研究报告中表示：“我们的恐慌/兴奋模型仍然非常高，并警告即将到来的损失。”“这是自1999/2000年以来市场没有调整的最长时期的热情洋溢的读数，我们预计会有所改善。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25999badfb9afac9ab54f5855e6b6536\" tg-width=\"700\" tg-height=\"552\" referrerpolicy=\"no-referrer\"><span>CITI RESEARCH NOTE ON U.S. STRATEGY</span></p><p><blockquote><p class=\"t-img-caption\"><span>花旗美国战略研究报告</span></p></blockquote></p><p> The U.S. stock market has seen an unusual number of new all-time highs this year.</p><p><blockquote>美国股市今年创下的历史新高数量不同寻常。</blockquote></p><p> \"The Street is too complacent,\" the Citi analysts warned. \"Intriguingly, we find our conversations with clients to have a qualitative element of not worrying about higher taxes,\" or the Federal Reserve tapering its bond purchases, or inflation -- despite a June survey finding that more than half thought inflation could prove \"sticky\" in lasting as long as 12 months.</p><p><blockquote>花旗分析师警告说：“华尔街过于自满了。”“有趣的是，我们发现我们与客户的对话有一个定性因素，即不担心更高的税收”、美联储缩减债券购买规模或通货膨胀——尽管6月份的一项调查发现，超过一半的人认为通货膨胀可能会被证明是“粘性”持续长达12个月。</blockquote></p><p> In a note this week, Darrell Cronk, chief investment officer of Wells Fargo &amp; Co.'s wealth and investment management division, put inflation at the top of his list of 10 market risks while noting the S&amp;P 500 index has soared in the pandemic without a pullback of at least 5% since last October.</p><p><blockquote>富国银行(Wells Fargo&amp;Co.)财富和投资管理部门首席投资官达雷尔·克朗克(Darrell Cronk)在本周的一份报告中将通胀列为十大市场风险之首，同时指出标普500指数在疫情期间飙升，但没有自去年10月以来至少回调了5%。</blockquote></p><p> U.S. stocks were mixed on Thursday. Major benchmarks had closed lower the day before as investors reacted in part to the release Wednesday afternoon of the Fed's policy meeting minutes, which showed most of its top officials considered it appropriate to begin slowing its pace of monthly bond purchases later this year.</p><p><blockquote>周四美股涨跌不一。主要基准指数前一天收盘走低，部分原因是投资者对周三下午发布的美联储政策会议纪要做出了反应，该纪要显示，大多数高级官员认为今年晚些时候开始放慢月度债券购买步伐是合适的。</blockquote></p><p> But some Wall Street analysts already had been anticipating that tapering could begin as soon as this year , and Cronk said in his note that \"it is time to begin removing emergency monetary policy.\"</p><p><blockquote>但一些华尔街分析师已经预计缩减规模最快可能在今年开始，克朗克在报告中表示，“是时候开始取消紧急货币政策了。”</blockquote></p><p> The S&amp;P 500 index rose 0.1% on Thursday, while the Dow Jones Industrial Average fell&nbsp;nearly 0.2% and the Nasdaq Composite rose&nbsp;0.1%.</p><p><blockquote>标普500指数周四上涨0.1%，道琼斯工业平均指数下跌近0.2%，纳斯达克综合指数上涨0.</blockquote></p><p> Citi's \"panic/euphoria model\" has signaled \"overly bullish investors\" for many months, the bank's analysts said. \"A pullback may be imminent especially as earnings growth slows.\"</p><p><blockquote>花旗分析师表示，几个月来，花旗的“恐慌/兴奋模型”一直向“过度看涨的投资者”发出信号。“回调可能迫在眉睫，尤其是在盈利增长放缓的情况下。”</blockquote></p><p> Companies' earnings reports for the second quarter have largely been strong , with many investors pointing to the results as an example of peak growth in the economic rebound from the Covid-19 crisis of 2020.</p><p><blockquote>公司第二季度的盈利报告基本强劲，许多投资者指出，这一结果是经济从2020年Covid-19危机中反弹的峰值增长的一个例子。</blockquote></p><p> Meanwhile, Goldman Sachs Group economists have lowered their forecast for third-quarter U.S. growth to 5.5% from 9%, citing the larger-than-expected impact of the delta variant of the coronavirus on the economic expansion and inflation.</p><p><blockquote>与此同时，高盛集团经济学家将美国第三季度经济增长预期从9%下调至5.5%，理由是冠状病毒德尔塔变异毒株对经济扩张和通胀的影响大于预期。</blockquote></p><p> Citi's economic surprise index has \"slumped\" for major economies, according to the bank's research report. \"The delta variant may be the cause of the recent declines alongside supply chain disruptions, but it is bothersome and could translate into earnings issues down the line,\" the Citi analysts wrote in the note.</p><p><blockquote>花旗的研究报告显示，主要经济体的经济意外指数已经“暴跌”。花旗分析师在报告中写道：“德尔塔变异毒株可能是近期股价下跌以及供应链中断的原因，但这很麻烦，可能会转化为未来的盈利问题。”</blockquote></p><p> \"We can discern some clouds on the horizon,\" they said.</p><p><blockquote>“我们可以看到地平线上有一些云，”他们说。</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>'Something will give' in U.S. stock market amid 'discomforting sentiment signals,' Citi warns<blockquote>花旗警告称，由于“令人不安的情绪信号”，美国股市将出现“一些变化”</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\">\n'Something will give' in U.S. stock market amid 'discomforting sentiment signals,' Citi warns<blockquote>花旗警告称，由于“令人不安的情绪信号”，美国股市将出现“一些变化”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-20 11:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>'The Street is too complacent,' say Citi analysts</p><p><blockquote>花旗分析师表示，华尔街过于自满</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b2b9e64f6cb727f681071e88726285b\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Citi analysts 'discern some clouds on the horizon,' warning that the bank's panic/euphoria model signals losses are coming for stocks.</span></p><p><blockquote><p class=\"t-img-caption\"><span>花旗分析师“发现了地平线上的一些乌云”，警告称，该行的恐慌/兴奋模型表明股市即将下跌。</span></p></blockquote></p><p> A U.S. stock-market pullback of 10% \"seems quite reasonable\" and any catalyst for weakness should be closely watched as valuations are no longer attractive amid a long stretch of \"discomforting sentiment signals,\" according to Citigroup analysts.</p><p><blockquote>花旗集团分析师表示，美国股市回调10%“似乎相当合理”，任何疲软的催化剂都应该受到密切关注，因为在长期“令人不安的情绪信号”中，估值不再具有吸引力。</blockquote></p><p> \"Our panic/euphoria model remains very elevated and is warning of coming losses,\" the analysts said in a Citi research note after markets closed Wednesday. \"This is the longest period of ebullient readings without a market correction since 1999/2000 and we anticipate that something will give.\"</p><p><blockquote>周三收盘后，分析师在花旗的一份研究报告中表示：“我们的恐慌/兴奋模型仍然非常高，并警告即将到来的损失。”“这是自1999/2000年以来市场没有调整的最长时期的热情洋溢的读数，我们预计会有所改善。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25999badfb9afac9ab54f5855e6b6536\" tg-width=\"700\" tg-height=\"552\" referrerpolicy=\"no-referrer\"><span>CITI RESEARCH NOTE ON U.S. STRATEGY</span></p><p><blockquote><p class=\"t-img-caption\"><span>花旗美国战略研究报告</span></p></blockquote></p><p> The U.S. stock market has seen an unusual number of new all-time highs this year.</p><p><blockquote>美国股市今年创下的历史新高数量不同寻常。</blockquote></p><p> \"The Street is too complacent,\" the Citi analysts warned. \"Intriguingly, we find our conversations with clients to have a qualitative element of not worrying about higher taxes,\" or the Federal Reserve tapering its bond purchases, or inflation -- despite a June survey finding that more than half thought inflation could prove \"sticky\" in lasting as long as 12 months.</p><p><blockquote>花旗分析师警告说：“华尔街过于自满了。”“有趣的是，我们发现我们与客户的对话有一个定性因素，即不担心更高的税收”、美联储缩减债券购买规模或通货膨胀——尽管6月份的一项调查发现，超过一半的人认为通货膨胀可能会被证明是“粘性”持续长达12个月。</blockquote></p><p> In a note this week, Darrell Cronk, chief investment officer of Wells Fargo &amp; Co.'s wealth and investment management division, put inflation at the top of his list of 10 market risks while noting the S&amp;P 500 index has soared in the pandemic without a pullback of at least 5% since last October.</p><p><blockquote>富国银行(Wells Fargo&amp;Co.)财富和投资管理部门首席投资官达雷尔·克朗克(Darrell Cronk)在本周的一份报告中将通胀列为十大市场风险之首，同时指出标普500指数在疫情期间飙升，但没有自去年10月以来至少回调了5%。</blockquote></p><p> U.S. stocks were mixed on Thursday. Major benchmarks had closed lower the day before as investors reacted in part to the release Wednesday afternoon of the Fed's policy meeting minutes, which showed most of its top officials considered it appropriate to begin slowing its pace of monthly bond purchases later this year.</p><p><blockquote>周四美股涨跌不一。主要基准指数前一天收盘走低，部分原因是投资者对周三下午发布的美联储政策会议纪要做出了反应，该纪要显示，大多数高级官员认为今年晚些时候开始放慢月度债券购买步伐是合适的。</blockquote></p><p> But some Wall Street analysts already had been anticipating that tapering could begin as soon as this year , and Cronk said in his note that \"it is time to begin removing emergency monetary policy.\"</p><p><blockquote>但一些华尔街分析师已经预计缩减规模最快可能在今年开始，克朗克在报告中表示，“是时候开始取消紧急货币政策了。”</blockquote></p><p> The S&amp;P 500 index rose 0.1% on Thursday, while the Dow Jones Industrial Average fell&nbsp;nearly 0.2% and the Nasdaq Composite rose&nbsp;0.1%.</p><p><blockquote>标普500指数周四上涨0.1%，道琼斯工业平均指数下跌近0.2%，纳斯达克综合指数上涨0.</blockquote></p><p> Citi's \"panic/euphoria model\" has signaled \"overly bullish investors\" for many months, the bank's analysts said. \"A pullback may be imminent especially as earnings growth slows.\"</p><p><blockquote>花旗分析师表示，几个月来，花旗的“恐慌/兴奋模型”一直向“过度看涨的投资者”发出信号。“回调可能迫在眉睫，尤其是在盈利增长放缓的情况下。”</blockquote></p><p> Companies' earnings reports for the second quarter have largely been strong , with many investors pointing to the results as an example of peak growth in the economic rebound from the Covid-19 crisis of 2020.</p><p><blockquote>公司第二季度的盈利报告基本强劲，许多投资者指出，这一结果是经济从2020年Covid-19危机中反弹的峰值增长的一个例子。</blockquote></p><p> Meanwhile, Goldman Sachs Group economists have lowered their forecast for third-quarter U.S. growth to 5.5% from 9%, citing the larger-than-expected impact of the delta variant of the coronavirus on the economic expansion and inflation.</p><p><blockquote>与此同时，高盛集团经济学家将美国第三季度经济增长预期从9%下调至5.5%，理由是冠状病毒德尔塔变异毒株对经济扩张和通胀的影响大于预期。</blockquote></p><p> Citi's economic surprise index has \"slumped\" for major economies, according to the bank's research report. \"The delta variant may be the cause of the recent declines alongside supply chain disruptions, but it is bothersome and could translate into earnings issues down the line,\" the Citi analysts wrote in the note.</p><p><blockquote>花旗的研究报告显示，主要经济体的经济意外指数已经“暴跌”。花旗分析师在报告中写道：“德尔塔变异毒株可能是近期股价下跌以及供应链中断的原因，但这很麻烦，可能会转化为未来的盈利问题。”</blockquote></p><p> \"We can discern some clouds on the horizon,\" they said.</p><p><blockquote>“我们可以看到地平线上有一些云，”他们说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/something-will-give-in-u-s-stock-market-amid-discomforting-sentiment-signals-citi-warns-11629393465?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/something-will-give-in-u-s-stock-market-amid-discomforting-sentiment-signals-citi-warns-11629393465?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160884793","content_text":"'The Street is too complacent,' say Citi analysts\nCiti analysts 'discern some clouds on the horizon,' warning that the bank's panic/euphoria model signals losses are coming for stocks.\nA U.S. stock-market pullback of 10% \"seems quite reasonable\" and any catalyst for weakness should be closely watched as valuations are no longer attractive amid a long stretch of \"discomforting sentiment signals,\" according to Citigroup analysts.\n\"Our panic/euphoria model remains very elevated and is warning of coming losses,\" the analysts said in a Citi research note after markets closed Wednesday. \"This is the longest period of ebullient readings without a market correction since 1999/2000 and we anticipate that something will give.\"\nCITI RESEARCH NOTE ON U.S. STRATEGY\nThe U.S. stock market has seen an unusual number of new all-time highs this year.\n\"The Street is too complacent,\" the Citi analysts warned. \"Intriguingly, we find our conversations with clients to have a qualitative element of not worrying about higher taxes,\" or the Federal Reserve tapering its bond purchases, or inflation -- despite a June survey finding that more than half thought inflation could prove \"sticky\" in lasting as long as 12 months.\nIn a note this week, Darrell Cronk, chief investment officer of Wells Fargo & Co.'s wealth and investment management division, put inflation at the top of his list of 10 market risks while noting the S&P 500 index has soared in the pandemic without a pullback of at least 5% since last October.\nU.S. stocks were mixed on Thursday. Major benchmarks had closed lower the day before as investors reacted in part to the release Wednesday afternoon of the Fed's policy meeting minutes, which showed most of its top officials considered it appropriate to begin slowing its pace of monthly bond purchases later this year.\nBut some Wall Street analysts already had been anticipating that tapering could begin as soon as this year , and Cronk said in his note that \"it is time to begin removing emergency monetary policy.\"\nThe S&P 500 index rose 0.1% on Thursday, while the Dow Jones Industrial Average fell nearly 0.2% and the Nasdaq Composite rose 0.1%.\nCiti's \"panic/euphoria model\" has signaled \"overly bullish investors\" for many months, the bank's analysts said. \"A pullback may be imminent especially as earnings growth slows.\"\nCompanies' earnings reports for the second quarter have largely been strong , with many investors pointing to the results as an example of peak growth in the economic rebound from the Covid-19 crisis of 2020.\nMeanwhile, Goldman Sachs Group economists have lowered their forecast for third-quarter U.S. growth to 5.5% from 9%, citing the larger-than-expected impact of the delta variant of the coronavirus on the economic expansion and inflation.\nCiti's economic surprise index has \"slumped\" for major economies, according to the bank's research report. \"The delta variant may be the cause of the recent declines alongside supply chain disruptions, but it is bothersome and could translate into earnings issues down the line,\" the Citi analysts wrote in the note.\n\"We can discern some clouds on the horizon,\" they said.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195859766,"gmtCreate":1621285573855,"gmtModify":1631886457579,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573377839632850","idStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INND\">$Innerscope Hearing Technologies, Inc.(INND)$</a>crap","listText":"<a href=\"https://laohu8.com/S/INND\">$Innerscope Hearing Technologies, Inc.(INND)$</a>crap","text":"$Innerscope Hearing Technologies, Inc.(INND)$crap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195859766","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}