SC2021的个人主页 - 老虎社区

SC2021

SC2021

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2021-12-14

90%

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2021-12-13

Tesla

Tesla slid nearly 4% in morning trading,with its market value falling below $1 trillion again<blockquote>特斯拉早盘跌近4%市值再度跌破1万亿美元</blockquote>

2021-12-13

Testing

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2021-12-10

C3

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2021-12-09

China

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2021-12-08

Tell me your opinion about this news...

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2021-12-08

Hours

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2021-12-07

Digital

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2021-12-06

Trump

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2021-12-05

IPO

US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国IPO周：数字银行和云基础设施引领IPO周4</blockquote>

2021-12-04

Document

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2021-12-03

Ford

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2021-12-02

Be afraid

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2021-12-01

Apple

Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%，创新高</blockquote>

2021-11-30

Twitter

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2021-11-29

Twitter

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2021-11-28

Leading

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2021-11-27

Shares

Why Shares of Wells Fargo, Citigroup, Bank of America, and JPMorgan Chase Are Falling Today<blockquote>为什么富国银行、花旗集团、美国银行和摩根大通的股价今天下跌</blockquote>

2021-11-26

Keppel

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2021-11-25

Meek

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largest bet.Ark Invest sold a total of 28,345 shares — estimated to be worth $28.83 million based on Friday’s closing  — in the ","content":"<p>Tesla slid nearly 4% in morning trading,with its market value falling below $1 trillion&nbsp;again.<img src=\"https://static.tigerbbs.com/a28dab52e2d7615de33a3796d912329b\" tg-width=\"770\" tg-height=\"573\" referrerpolicy=\"no-referrer\"></p><p><blockquote>特斯拉早盘下跌近4%，市值再次跌破1万亿美元。</blockquote></p><p> Tesla(TSLA.O)Chief Executive Officer Elon Musk was named Time magazine's 2021 \"Person of the Year\" on Monday.</p><p><blockquote>特斯拉(TSLA.O)首席执行官Elon Musk周一被《时代》杂志评为2021年“年度人物”。</blockquote></p><p> Musk is also the founder and CEO of rocket company SpaceX, and leads brain-chip startup Neuralink and infrastructure firm The Boring Company.</p><p><blockquote>马斯克还是火箭公司SpaceX的创始人兼首席执行官，并领导大脑芯片初创公司Neuralink和基础设施公司The Boring Company。</blockquote></p><p> However，<b>Cathie Wood</b>-led&nbsp;<b>Ark Invest</b>&nbsp;on Friday sold more shares in&nbsp;<b>Tesla Inc</b>, continuing to book profit in a stock that remains its largest bet.</p><p><blockquote>然而，<b>凯西·伍德</b>-led<b>方舟投资</b>周五出售了更多股票<b>特斯拉公司</b>，继续在一只仍然是其最大赌注的股票中获利。</blockquote></p><p> Ark Invest sold a total of 28,345 shares — estimated to be worth $28.83 million based on Friday’s closing&nbsp; — in the electric vehicle maker.</p><p><blockquote>Ark Invest总共出售了这家电动汽车制造商的28,345股股票，根据周五收盘价估计价值2883万美元。</blockquote></p><p> Ark Invest sold the shares via the&nbsp;<b>Ark Innovation ETF</b>&nbsp;and the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ) and also holds the stock via the<b>Ark Next Generation Internet ETF</b>(BATS:ARKW) on Friday.</p><p><blockquote>Ark Invest通过<b>方舟创新ETF</b>和<b>Ark自主技术与机器人ETF</b>（BATS：ARKQ）并通过<b>方舟下一代互联网ETF</b>（蝙蝠：ARKW）周五。</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>Tesla slid nearly 4% in morning trading,with its market value falling below $1 trillion again<blockquote>特斯拉早盘跌近4%市值再度跌破1万亿美元</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{ 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}\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\">\nTesla slid nearly 4% in morning trading,with its market value falling below $1 trillion again<blockquote>特斯拉早盘跌近4%市值再度跌破1万亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-13 22:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla slid nearly 4% in morning trading,with its market value falling below $1 trillion&nbsp;again.<img src=\"https://static.tigerbbs.com/a28dab52e2d7615de33a3796d912329b\" tg-width=\"770\" tg-height=\"573\" referrerpolicy=\"no-referrer\"></p><p><blockquote>特斯拉早盘下跌近4%，市值再次跌破1万亿美元。</blockquote></p><p> Tesla(TSLA.O)Chief Executive Officer Elon Musk was named Time magazine's 2021 \"Person of the Year\" on Monday.</p><p><blockquote>特斯拉(TSLA.O)首席执行官Elon Musk周一被《时代》杂志评为2021年“年度人物”。</blockquote></p><p> Musk is also the founder and CEO of rocket company SpaceX, and leads brain-chip startup Neuralink and infrastructure firm The Boring Company.</p><p><blockquote>马斯克还是火箭公司SpaceX的创始人兼首席执行官，并领导大脑芯片初创公司Neuralink和基础设施公司The Boring Company。</blockquote></p><p> However，<b>Cathie Wood</b>-led&nbsp;<b>Ark Invest</b>&nbsp;on Friday sold more shares in&nbsp;<b>Tesla Inc</b>, continuing to book profit in a stock that remains its largest bet.</p><p><blockquote>然而，<b>凯西·伍德</b>-led<b>方舟投资</b>周五出售了更多股票<b>特斯拉公司</b>，继续在一只仍然是其最大赌注的股票中获利。</blockquote></p><p> Ark Invest sold a total of 28,345 shares — estimated to be worth $28.83 million based on Friday’s closing&nbsp; — in the electric vehicle maker.</p><p><blockquote>Ark Invest总共出售了这家电动汽车制造商的28,345股股票，根据周五收盘价估计价值2883万美元。</blockquote></p><p> Ark Invest sold the shares via the&nbsp;<b>Ark Innovation ETF</b>&nbsp;and the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ) and also holds the stock via the<b>Ark Next Generation Internet ETF</b>(BATS:ARKW) on Friday.</p><p><blockquote>Ark Invest通过<b>方舟创新ETF</b>和<b>Ark自主技术与机器人ETF</b>（BATS：ARKQ）并通过<b>方舟下一代互联网ETF</b>（蝙蝠：ARKW）周五。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180533734","content_text":"Tesla slid nearly 4% in morning trading,with its market value falling below $1 trillion again.\nTesla(TSLA.O)Chief Executive Officer Elon Musk was named Time magazine's 2021 \"Person of the Year\" on Monday.\nMusk is also the founder and CEO of rocket company SpaceX, and leads brain-chip startup Neuralink and infrastructure firm The Boring Company.\nHowever，Cathie Wood-led Ark Invest on Friday sold more shares in Tesla Inc, continuing to book profit in a stock that remains its largest bet.\nArk Invest sold a total of 28,345 shares — estimated to be worth $28.83 million based on Friday’s closing  — in the electric vehicle maker.\nArk Invest sold the shares via the Ark Innovation ETF and the Ark Autonomous Technology & Robotics ETF(BATS:ARKQ) and also holds the stock via theArk Next Generation Internet ETF(BATS:ARKW) on 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08:36","market":"us","language":"en","title":"US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国IPO周：数字银行和云基础设施引领IPO周4</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174181873","media":"renaissancecap...","summary":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billi","content":"<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖，预计将有四起IPO筹集37亿美元。</blockquote></p><p> Buffett-backed&nbsp;<b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>Nu控股</b>(NU)计划以411亿美元的市值筹集25亿美元。这家巴西纯在线银行成立于2013年，名为Nubank，旨在推出具有移动优先客户体验的免费信用卡产品，但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速，目前拥有近5000万客户群，尽管随着客户群的增长，每个客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform&nbsp;<b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&amp;M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP)计划以140亿美元的市值筹集11亿美元。这家风险投资支持的公司提供了一套解决方案，可标准化和自动化大规模云基础设施的配置、保护、连接和运行。尽管HashiCorp表现出快速增长和粘性客户群，但由于S&amp;M支出，HashiCorp非常无利可图。</blockquote></p><p> Cannabis finance REIT&nbsp;<b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI)计划以2.96亿美元的市值筹集1.06亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资由商业房地产担保的第一抵押贷款和另类结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company&nbsp;<b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀·戈尔德</b>(AUST)计划以6400万美元的市值筹集1500万美元。这家加拿大黄金勘探公司目前拥有位于内华达州的四处地产的权益，目前只有一处地产被认为是重要的。迄今为止，奥斯汀黄金尚未产生任何营业收入。</blockquote></p><p></p>","source":"lsy1619493174116","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>US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国IPO周：数字银行和云基础设施引领IPO周4</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\">\nUS IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国IPO周：数字银行和云基础设施引领IPO周4</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-04 08:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖，预计将有四起IPO筹集37亿美元。</blockquote></p><p> Buffett-backed&nbsp;<b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>Nu控股</b>(NU)计划以411亿美元的市值筹集25亿美元。这家巴西纯在线银行成立于2013年，名为Nubank，旨在推出具有移动优先客户体验的免费信用卡产品，但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速，目前拥有近5000万客户群，尽管随着客户群的增长，每个客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform&nbsp;<b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&amp;M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP)计划以140亿美元的市值筹集11亿美元。这家风险投资支持的公司提供了一套解决方案，可标准化和自动化大规模云基础设施的配置、保护、连接和运行。尽管HashiCorp表现出快速增长和粘性客户群，但由于S&amp;M支出，HashiCorp非常无利可图。</blockquote></p><p> Cannabis finance REIT&nbsp;<b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI)计划以2.96亿美元的市值筹集1.06亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资由商业房地产担保的第一抵押贷款和另类结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company&nbsp;<b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀·戈尔德</b>(AUST)计划以6400万美元的市值筹集1500万美元。这家加拿大黄金勘探公司目前拥有位于内华达州的四处地产的权益，目前只有一处地产被认为是重要的。迄今为止，奥斯汀黄金尚未产生任何营业收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee\">renaissancecap...</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":{"HCP":"HashiCorp, Inc.","NU":"Nu Holdings Ltd.","REFI":"Chicago Atlantic Real Estate Finance, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174181873","content_text":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.\nBuffett-backed Nu Holdings(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.\nCloud infrastructure platform HashiCorp(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&M spend.\nCannabis finance REIT Chicago Atlantic Real Estate Finance(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.\nCanadian gold exploration company Austin Gold(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to 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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":1638370804,"share":"https://www.laohu8.com/m/news/1143092770?lang=zh_CN&edition=full","pubTime":"2021-12-01 23:00","market":"us","language":"en","title":"Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%，创新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143092770","media":"Tiger Newspress","summary":"Apple shares rose nearly 2% to a new high in morning trading.\nNeedham analyst Laura Martin said inve","content":"<p>Apple shares rose nearly 2% to a new high&nbsp;in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%，创下新高。</blockquote></p><p> <b>Needham</b>&nbsp;analyst Laura Martin said investors turned to Apple due to its prodigious cash flow capable of weathering the storm, not going bankrupt, not having financial distress.</p><p><blockquote><b>李约瑟</b>分析师Laura Martin表示，投资者转向苹果是因为其庞大的现金流能够渡过难关，不会破产，也不会陷入财务困境。</blockquote></p><p> Martin said there are indications that Apple’s current products, especially its iPhone Pro models, are selling well, potentially leading to a big December quarter for the company.</p><p><blockquote>Martin表示，有迹象表明，苹果目前的产品，尤其是iPhone Pro机型，销量很好，可能会导致该公司12月份季度业绩大增。</blockquote></p><p> Tablets, especially the high-end iPhones, all of which say they’re going to have high margins and high revenue for the fourth quarter of this year, Martin added.</p><p><blockquote>马丁补充说，平板电脑，尤其是高端iPhone，都表示今年第四季度将拥有高利润率和高收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/edc1b3fcbf75cefc8acb5fa15512530b\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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 shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%，创新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-01 23:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple shares rose nearly 2% to a new high&nbsp;in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%，创下新高。</blockquote></p><p> <b>Needham</b>&nbsp;analyst Laura Martin said investors turned to Apple due to its prodigious cash flow capable of weathering the storm, not going bankrupt, not having financial distress.</p><p><blockquote><b>李约瑟</b>分析师Laura Martin表示，投资者转向苹果是因为其庞大的现金流能够渡过难关，不会破产，也不会陷入财务困境。</blockquote></p><p> Martin said there are indications that Apple’s current products, especially its iPhone Pro models, are selling well, potentially leading to a big December quarter for the company.</p><p><blockquote>Martin表示，有迹象表明，苹果目前的产品，尤其是iPhone Pro机型，销量很好，可能会导致该公司12月份季度业绩大增。</blockquote></p><p> Tablets, especially the high-end iPhones, all of which say they’re going to have high margins and high revenue for the fourth quarter of this year, Martin added.</p><p><blockquote>马丁补充说，平板电脑，尤其是高端iPhone，都表示今年第四季度将拥有高利润率和高收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/edc1b3fcbf75cefc8acb5fa15512530b\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143092770","content_text":"Apple shares rose nearly 2% to a new high in morning trading.\nNeedham analyst Laura Martin said investors turned to Apple due to its prodigious cash flow capable of weathering the storm, not going bankrupt, not having financial distress.\nMartin said there are indications that Apple’s current products, especially its iPhone Pro models, are selling well, potentially leading to a big December quarter for the company.\nTablets, especially the high-end iPhones, all of which say they’re going to have high margins and high revenue for the fourth quarter of this year, Martin added.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609060165,"gmtCreate":1638222993578,"gmtModify":1638222994273,"author":{"id":"3574796007598692","authorId":"3574796007598692","name":"SC2021","avatar":"https://static.tigerbbs.com/7db1014f5edc3cd0a7562d4262d0a5a5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574796007598692","idStr":"3574796007598692"},"themes":[],"htmlText":"Twitter","listText":"Twitter","text":"Twitter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/609060165","repostId":"1143270367","repostType":4,"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600788742,"gmtCreate":1638197987262,"gmtModify":1638197991153,"author":{"id":"3574796007598692","authorId":"3574796007598692","name":"SC2021","avatar":"https://static.tigerbbs.com/7db1014f5edc3cd0a7562d4262d0a5a5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574796007598692","idStr":"3574796007598692"},"themes":[],"htmlText":"Twitter","listText":"Twitter","text":"Twitter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600788742","repostId":"1129923870","repostType":4,"isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600831376,"gmtCreate":1638114702455,"gmtModify":1638114702714,"author":{"id":"3574796007598692","authorId":"3574796007598692","name":"SC2021","avatar":"https://static.tigerbbs.com/7db1014f5edc3cd0a7562d4262d0a5a5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574796007598692","idStr":"3574796007598692"},"themes":[],"htmlText":"Leading","listText":"Leading","text":"Leading","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600831376","repostId":"1183215653","repostType":4,"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600993605,"gmtCreate":1638027374174,"gmtModify":1638027374411,"author":{"id":"3574796007598692","authorId":"3574796007598692","name":"SC2021","avatar":"https://static.tigerbbs.com/7db1014f5edc3cd0a7562d4262d0a5a5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574796007598692","idStr":"3574796007598692"},"themes":[],"htmlText":"Shares","listText":"Shares","text":"Shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600993605","repostId":"1177270358","repostType":4,"repost":{"id":"1177270358","kind":"news","pubTimestamp":1637972840,"share":"https://www.laohu8.com/m/news/1177270358?lang=zh_CN&edition=full","pubTime":"2021-11-27 08:27","market":"us","language":"en","title":"Why Shares of Wells Fargo, Citigroup, Bank of America, and JPMorgan Chase Are Falling Today<blockquote>为什么富国银行、花旗集团、美国银行和摩根大通的股价今天下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177270358","media":"Motley Fool","summary":"What happened\nShares of all the major U.S. bank stocks struggled today, along with the Dow Jones Ind","content":"<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of all the major U.S. bank stocks struggled today, along with the&nbsp;<b>Dow Jones Industrial Average</b>, which at one point fell 1,000 points on this shortened day of trading -- the worst drop for the index in all of 2021.</p><p><blockquote>今天，美国所有主要银行股的股价都陷入困境，<b>道琼斯工业平均指数</b>在这个缩短的交易日中，该指数一度下跌1,000点，这是该指数2021年全年最严重的跌幅。</blockquote></p><p> Shares of America's largest bank by assets,<b>JPMorgan Chase</b>(NYSE:JPM), had fallen 3.4% as of 12:30 p.m. EST, while shares of the second-largest bank in the U.S.,<b>Bank of America</b>(NYSE:BAC), dropped more than 4%. Meanwhile, the more beaten-down&nbsp;<b>Citigroup</b>(NYSE:C)had fallen more than 3%, and&nbsp;<b>Wells Fargo</b>(NYSE:WFC)declined more than 5%. These are big daily moves for more stable large-cap stocks.</p><p><blockquote>美国资产规模最大的银行的股票，<b>摩根大通</b>（纽约证券交易所股票代码：JPM）截至中午12:30下跌3.4%。美国东部时间，而美国第二大银行的股价，<b>美国银行</b>（纽约证券交易所代码：BAC），跌幅超过4%。与此同时，越受打击<b>花旗集团</b>(NYSE：C)下跌超过3%，并且<b>富国银行</b>（纽约证券交易所股票代码：WFC）下跌超过5%。对于更稳定的大盘股来说，这些都是每日大幅波动。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> While Americans were enjoying their Thanksgiving meals, multiple media outlets reported that a new variant of the coronavirus had emerged in South Africa known as B.1.1.529 variant.</p><p><blockquote>当美国人正在享受感恩节大餐时，多家媒体报道称，南非出现了一种新的冠状病毒变种，称为B.1.1.529变种。</blockquote></p><p> Scientists reported that the strain had more than 30 mutations to the spike protein, which is the part of the virus that attaches to a person's cells. This is significantly more mutations than the delta variant. Adding to the storm, pharmaceutical company&nbsp;<b>Merck</b>, which has been developing an antiviral pill to treat more severe cases of COVID-19 after people contract the virus, disclosed that the pill was not as effective at treatment as had been initially hoped.</p><p><blockquote>科学家报告说，该菌株的刺突蛋白有30多个突变，刺突蛋白是病毒附着在人体细胞上的部分。这明显比德尔塔变异毒株的突变多。雪上加霜的是，药企<b>默克</b>该公司一直在开发一种抗病毒药物，用于在人们感染病毒后治疗更严重的COVID-19病例，该公司透露，该药物的治疗效果并不像最初希望的那样有效。</blockquote></p><p> The variant news resulted in a strong global reaction, as the World Health Organization called an emergency meeting to discuss it. Additionally, the European Union proposed a ban on flights from South Africa. Little is yet known over how severe cases from the B.1.1.529 variant are, but early knowledge has scientists and experts extremely concerned.</p><p><blockquote>这一变异消息引起了全球的强烈反应，世界卫生组织召开了紧急会议进行讨论。此外，欧盟提议禁止来自南非的航班。人们对B.1.1.529变种的病例有多严重知之甚少，但早期的知识让科学家和专家非常担忧。</blockquote></p><p> \"If we have another COVID strain that can spread even more readily than delta, that would pose a challenge to all of us around the world, because when delta arrived this summer, it changed the game,\" William Schaffner, a professor of preventive medicine at Vanderbilt University, told CNBC today.</p><p><blockquote>预防医学教授威廉·沙夫纳(William Schaffner)表示：“如果我们有另一种比达美病毒更容易传播的新冠病毒株，那将对我们世界各地的所有人构成挑战，因为当达美病毒今年夏天到来时，它改变了游戏规则。”范德比尔特大学今天告诉CNBC。</blockquote></p><p> Banksare extremely linked to the economy due to the fact that they lend money and interact with most sectors in it. So any time a new variant pops up and threatens to increase cases, it is one sector that will take a hit because investors fear potential future lockdowns, stalling economic growth, and potential loan quality concerns.</p><p><blockquote>银行与经济密切相关，因为它们放贷并与经济中的大多数部门互动。因此，每当一个新的变种出现并威胁增加病例时，这个行业就会受到打击，因为投资者担心未来潜在的封锁、经济增长停滞以及潜在的贷款质量担忧。</blockquote></p><p> The news also comes at an already treacherous time for the market, which over the past few weeks has been dealing with a stronger inflationary environment, rising bond yields, and increasing sentiment that the Federal Reserve may raise its benchmark federal funds rate next year.</p><p><blockquote>这一消息也是在市场已经岌岌可危的时候发布的，过去几周，市场一直在应对更强劲的通胀环境、不断上升的债券收益率以及美联储明年可能上调基准联邦基金利率的情绪日益高涨。</blockquote></p><p> Furthermore, the struggles with inflation may make it more difficult for the federal government to respond to a new severe wave of the coronavirus, says Edward Smith, co-chief investment officer at the Rathbone Investment Management.</p><p><blockquote>此外，拉斯伯恩投资管理公司联席首席投资官爱德华·史密斯表示，与通胀的斗争可能会使联邦政府更难应对新一波严重的冠状病毒。</blockquote></p><p> \"That's the big cause for concern: Is policy able to respond and bail out markets and economies this time given inflation?\" he told<i>The Wall Street Journal</i>. Smith also said that more lockdowns or restrictions could continue to increase global supply chain issues and add to inflation.</p><p><blockquote>“这是令人担忧的一大原因：考虑到通胀，这次政策是否能够应对并救助市场和经济？”他告诉<i>华尔街日报</i>.史密斯还表示，更多的封锁或限制可能会继续增加全球供应链问题，并加剧通胀。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> While I think the strong global reaction to this new variant is warranted, I am not ready to panic just yet. We still don't know how severe it is or if it can evade vaccines.</p><p><blockquote>虽然我认为全球对这种新变种的强烈反应是有道理的，但我还没有准备好恐慌。我们仍然不知道它有多严重，也不知道它是否能逃避疫苗。</blockquote></p><p> I also feel quite confident in these large-cap U.S. bank stocks considering how well they held up during the pandemic in 2020. They all have strong levels of capital and lots of liquidity, giving me every bit of confidence they could survive another downturn. In particular, the pullback on Citigroup, which already traded at beaten-down levels, strikes me as a great&nbsp;buying opportunity.</p><p><blockquote>考虑到这些大型美国银行股在2020年大流行期间的表现，我对它们也非常有信心。他们都拥有强大的资本水平和大量的流动性，这让我对他们能够度过另一场低迷充满信心。特别是，花旗集团的回调（其交易价格已经处于低迷水平）在我看来是一个绝佳的买入机会。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Shares of Wells Fargo, Citigroup, Bank of America, and JPMorgan Chase Are Falling Today<blockquote>为什么富国银行、花旗集团、美国银行和摩根大通的股价今天下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Shares of Wells Fargo, Citigroup, Bank of America, and JPMorgan Chase Are Falling Today<blockquote>为什么富国银行、花旗集团、美国银行和摩根大通的股价今天下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-27 08:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of all the major U.S. bank stocks struggled today, along with the&nbsp;<b>Dow Jones Industrial Average</b>, which at one point fell 1,000 points on this shortened day of trading -- the worst drop for the index in all of 2021.</p><p><blockquote>今天，美国所有主要银行股的股价都陷入困境，<b>道琼斯工业平均指数</b>在这个缩短的交易日中，该指数一度下跌1,000点，这是该指数2021年全年最严重的跌幅。</blockquote></p><p> Shares of America's largest bank by assets,<b>JPMorgan Chase</b>(NYSE:JPM), had fallen 3.4% as of 12:30 p.m. EST, while shares of the second-largest bank in the U.S.,<b>Bank of America</b>(NYSE:BAC), dropped more than 4%. Meanwhile, the more beaten-down&nbsp;<b>Citigroup</b>(NYSE:C)had fallen more than 3%, and&nbsp;<b>Wells Fargo</b>(NYSE:WFC)declined more than 5%. These are big daily moves for more stable large-cap stocks.</p><p><blockquote>美国资产规模最大的银行的股票，<b>摩根大通</b>（纽约证券交易所股票代码：JPM）截至中午12:30下跌3.4%。美国东部时间，而美国第二大银行的股价，<b>美国银行</b>（纽约证券交易所代码：BAC），跌幅超过4%。与此同时，越受打击<b>花旗集团</b>(NYSE：C)下跌超过3%，并且<b>富国银行</b>（纽约证券交易所股票代码：WFC）下跌超过5%。对于更稳定的大盘股来说，这些都是每日大幅波动。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> While Americans were enjoying their Thanksgiving meals, multiple media outlets reported that a new variant of the coronavirus had emerged in South Africa known as B.1.1.529 variant.</p><p><blockquote>当美国人正在享受感恩节大餐时，多家媒体报道称，南非出现了一种新的冠状病毒变种，称为B.1.1.529变种。</blockquote></p><p> Scientists reported that the strain had more than 30 mutations to the spike protein, which is the part of the virus that attaches to a person's cells. This is significantly more mutations than the delta variant. Adding to the storm, pharmaceutical company&nbsp;<b>Merck</b>, which has been developing an antiviral pill to treat more severe cases of COVID-19 after people contract the virus, disclosed that the pill was not as effective at treatment as had been initially hoped.</p><p><blockquote>科学家报告说，该菌株的刺突蛋白有30多个突变，刺突蛋白是病毒附着在人体细胞上的部分。这明显比德尔塔变异毒株的突变多。雪上加霜的是，药企<b>默克</b>该公司一直在开发一种抗病毒药物，用于在人们感染病毒后治疗更严重的COVID-19病例，该公司透露，该药物的治疗效果并不像最初希望的那样有效。</blockquote></p><p> The variant news resulted in a strong global reaction, as the World Health Organization called an emergency meeting to discuss it. Additionally, the European Union proposed a ban on flights from South Africa. Little is yet known over how severe cases from the B.1.1.529 variant are, but early knowledge has scientists and experts extremely concerned.</p><p><blockquote>这一变异消息引起了全球的强烈反应，世界卫生组织召开了紧急会议进行讨论。此外，欧盟提议禁止来自南非的航班。人们对B.1.1.529变种的病例有多严重知之甚少，但早期的知识让科学家和专家非常担忧。</blockquote></p><p> \"If we have another COVID strain that can spread even more readily than delta, that would pose a challenge to all of us around the world, because when delta arrived this summer, it changed the game,\" William Schaffner, a professor of preventive medicine at Vanderbilt University, told CNBC today.</p><p><blockquote>预防医学教授威廉·沙夫纳(William Schaffner)表示：“如果我们有另一种比达美病毒更容易传播的新冠病毒株，那将对我们世界各地的所有人构成挑战，因为当达美病毒今年夏天到来时，它改变了游戏规则。”范德比尔特大学今天告诉CNBC。</blockquote></p><p> Banksare extremely linked to the economy due to the fact that they lend money and interact with most sectors in it. So any time a new variant pops up and threatens to increase cases, it is one sector that will take a hit because investors fear potential future lockdowns, stalling economic growth, and potential loan quality concerns.</p><p><blockquote>银行与经济密切相关，因为它们放贷并与经济中的大多数部门互动。因此，每当一个新的变种出现并威胁增加病例时，这个行业就会受到打击，因为投资者担心未来潜在的封锁、经济增长停滞以及潜在的贷款质量担忧。</blockquote></p><p> The news also comes at an already treacherous time for the market, which over the past few weeks has been dealing with a stronger inflationary environment, rising bond yields, and increasing sentiment that the Federal Reserve may raise its benchmark federal funds rate next year.</p><p><blockquote>这一消息也是在市场已经岌岌可危的时候发布的，过去几周，市场一直在应对更强劲的通胀环境、不断上升的债券收益率以及美联储明年可能上调基准联邦基金利率的情绪日益高涨。</blockquote></p><p> Furthermore, the struggles with inflation may make it more difficult for the federal government to respond to a new severe wave of the coronavirus, says Edward Smith, co-chief investment officer at the Rathbone Investment Management.</p><p><blockquote>此外，拉斯伯恩投资管理公司联席首席投资官爱德华·史密斯表示，与通胀的斗争可能会使联邦政府更难应对新一波严重的冠状病毒。</blockquote></p><p> \"That's the big cause for concern: Is policy able to respond and bail out markets and economies this time given inflation?\" he told<i>The Wall Street Journal</i>. Smith also said that more lockdowns or restrictions could continue to increase global supply chain issues and add to inflation.</p><p><blockquote>“这是令人担忧的一大原因：考虑到通胀，这次政策是否能够应对并救助市场和经济？”他告诉<i>华尔街日报</i>.史密斯还表示，更多的封锁或限制可能会继续增加全球供应链问题，并加剧通胀。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> While I think the strong global reaction to this new variant is warranted, I am not ready to panic just yet. We still don't know how severe it is or if it can evade vaccines.</p><p><blockquote>虽然我认为全球对这种新变种的强烈反应是有道理的，但我还没有准备好恐慌。我们仍然不知道它有多严重，也不知道它是否能逃避疫苗。</blockquote></p><p> I also feel quite confident in these large-cap U.S. bank stocks considering how well they held up during the pandemic in 2020. They all have strong levels of capital and lots of liquidity, giving me every bit of confidence they could survive another downturn. In particular, the pullback on Citigroup, which already traded at beaten-down levels, strikes me as a great&nbsp;buying opportunity.</p><p><blockquote>考虑到这些大型美国银行股在2020年大流行期间的表现，我对它们也非常有信心。他们都拥有强大的资本水平和大量的流动性，这让我对他们能够度过另一场低迷充满信心。特别是，花旗集团的回调（其交易价格已经处于低迷水平）在我看来是一个绝佳的买入机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/26/why-shares-of-wells-fargo-citigroup-bank-of-americ/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","JPM":"摩根大通","C":"花旗","WFC":"富国银行"},"source_url":"https://www.fool.com/investing/2021/11/26/why-shares-of-wells-fargo-citigroup-bank-of-americ/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177270358","content_text":"What happened\nShares of all the major U.S. bank stocks struggled today, along with the Dow Jones Industrial Average, which at one point fell 1,000 points on this shortened day of trading -- the worst drop for the index in all of 2021.\nShares of America's largest bank by assets,JPMorgan Chase(NYSE:JPM), had fallen 3.4% as of 12:30 p.m. EST, while shares of the second-largest bank in the U.S.,Bank of America(NYSE:BAC), dropped more than 4%. Meanwhile, the more beaten-down Citigroup(NYSE:C)had fallen more than 3%, and Wells Fargo(NYSE:WFC)declined more than 5%. These are big daily moves for more stable large-cap stocks.\nSo what\nWhile Americans were enjoying their Thanksgiving meals, multiple media outlets reported that a new variant of the coronavirus had emerged in South Africa known as B.1.1.529 variant.\nScientists reported that the strain had more than 30 mutations to the spike protein, which is the part of the virus that attaches to a person's cells. This is significantly more mutations than the delta variant. Adding to the storm, pharmaceutical company Merck, which has been developing an antiviral pill to treat more severe cases of COVID-19 after people contract the virus, disclosed that the pill was not as effective at treatment as had been initially hoped.\nThe variant news resulted in a strong global reaction, as the World Health Organization called an emergency meeting to discuss it. Additionally, the European Union proposed a ban on flights from South Africa. Little is yet known over how severe cases from the B.1.1.529 variant are, but early knowledge has scientists and experts extremely concerned.\n\"If we have another COVID strain that can spread even more readily than delta, that would pose a challenge to all of us around the world, because when delta arrived this summer, it changed the game,\" William Schaffner, a professor of preventive medicine at Vanderbilt University, told CNBC today.\nBanksare extremely linked to the economy due to the fact that they lend money and interact with most sectors in it. So any time a new variant pops up and threatens to increase cases, it is one sector that will take a hit because investors fear potential future lockdowns, stalling economic growth, and potential loan quality concerns.\nThe news also comes at an already treacherous time for the market, which over the past few weeks has been dealing with a stronger inflationary environment, rising bond yields, and increasing sentiment that the Federal Reserve may raise its benchmark federal funds rate next year.\nFurthermore, the struggles with inflation may make it more difficult for the federal government to respond to a new severe wave of the coronavirus, says Edward Smith, co-chief investment officer at the Rathbone Investment Management.\n\"That's the big cause for concern: Is policy able to respond and bail out markets and economies this time given inflation?\" he toldThe Wall Street Journal. Smith also said that more lockdowns or restrictions could continue to increase global supply chain issues and add to inflation.\nNow what\nWhile I think the strong global reaction to this new variant is warranted, I am not ready to panic just yet. We still don't know how severe it is or if it can evade vaccines.\nI also feel quite confident in these large-cap U.S. bank stocks considering how well they held up during the pandemic in 2020. They all have strong levels of capital and lots of liquidity, giving me every bit of confidence they could survive another downturn. In particular, the pullback on Citigroup, which already traded at beaten-down levels, strikes me as a great buying opportunity.","news_type":1,"symbols_score_info":{"BAC":0.9,"C":0.9,"WFC":0.9,"JPM":0.9}},"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877364146,"gmtCreate":1637889713922,"gmtModify":1637889714151,"author":{"id":"3574796007598692","authorId":"3574796007598692","name":"SC2021","avatar":"https://static.tigerbbs.com/7db1014f5edc3cd0a7562d4262d0a5a5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574796007598692","idStr":"3574796007598692"},"themes":[],"htmlText":"Keppel&nbsp;","listText":"Keppel&nbsp;","text":"Keppel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877364146","repostId":"1143359507","repostType":4,"isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874226961,"gmtCreate":1637795078154,"gmtModify":1637795078388,"author":{"id":"3574796007598692","authorId":"3574796007598692","name":"SC2021","avatar":"https://static.tigerbbs.com/7db1014f5edc3cd0a7562d4262d0a5a5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574796007598692","idStr":"3574796007598692"},"themes":[],"htmlText":"Meek&nbsp;","listText":"Meek&nbsp;","text":"Meek","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874226961","repostId":"1151417653","repostType":4,"isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":384317523,"gmtCreate":1613614577462,"gmtModify":1634552937899,"author":{"id":"3574796007598692","authorId":"3574796007598692","name":"SC2021","avatar":"https://static.tigerbbs.com/7db1014f5edc3cd0a7562d4262d0a5a5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574796007598692","authorIdStr":"3574796007598692"},"themes":[],"htmlText":"Like &amp; Comment for COINS","listText":"Like &amp; Comment for COINS","text":"Like & Comment for COINS","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/384317523","repostId":"1115540467","repostType":4,"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389162902,"gmtCreate":1612739117306,"gmtModify":1703764460718,"author":{"id":"3574796007598692","authorId":"3574796007598692","name":"SC2021","avatar":"https://static.tigerbbs.com/7db1014f5edc3cd0a7562d4262d0a5a5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574796007598692","authorIdStr":"3574796007598692"},"themes":[],"htmlText":"Every Day also FLAT! Regardless of other indexes!","listText":"Every Day also FLAT! Regardless of other indexes!","text":"Every Day also FLAT! Regardless of other indexes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/389162902","repostId":"2109727286","repostType":4,"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804482835,"gmtCreate":1627972403727,"gmtModify":1633754739086,"author":{"id":"3574796007598692","authorId":"3574796007598692","name":"SC2021","avatar":"https://static.tigerbbs.com/7db1014f5edc3cd0a7562d4262d0a5a5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574796007598692","authorIdStr":"3574796007598692"},"themes":[],"htmlText":"Trim&nbsp;","listText":"Trim&nbsp;","text":"Trim","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/804482835","repostId":"1100877654","repostType":4,"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365528117,"gmtCreate":1614762935639,"gmtModify":1703480762395,"author":{"id":"3574796007598692","authorId":"3574796007598692","name":"SC2021","avatar":"https://static.tigerbbs.com/7db1014f5edc3cd0a7562d4262d0a5a5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574796007598692","authorIdStr":"3574796007598692"},"themes":[],"htmlText":"Talk Cock Meng ... Pls comment here&nbsp;","listText":"Talk Cock Meng ... Pls comment here&nbsp;","text":"Talk Cock Meng ... Pls comment here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/365528117","repostId":"1105186433","repostType":4,"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366261452,"gmtCreate":1614490228676,"gmtModify":1703477819469,"author":{"id":"3574796007598692","authorId":"3574796007598692","name":"SC2021","avatar":"https://static.tigerbbs.com/7db1014f5edc3cd0a7562d4262d0a5a5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574796007598692","authorIdStr":"3574796007598692"},"themes":[],"htmlText":"Coins Coins","listText":"Coins Coins","text":"Coins Coins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/366261452","repostId":"1117820997","repostType":4,"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":866609357,"gmtCreate":1632757473279,"gmtModify":1632798033634,"author":{"id":"3574796007598692","authorId":"3574796007598692","name":"SC2021","avatar":"https://static.tigerbbs.com/7db1014f5edc3cd0a7562d4262d0a5a5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574796007598692","authorIdStr":"3574796007598692"},"themes":[],"htmlText":"Amazon","listText":"Amazon","text":"Amazon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/866609357","repostId":"1112832451","repostType":4,"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":815243337,"gmtCreate":1630683063629,"gmtModify":1631886907655,"author":{"id":"3574796007598692","authorId":"3574796007598692","name":"SC2021","avatar":"https://static.tigerbbs.com/7db1014f5edc3cd0a7562d4262d0a5a5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574796007598692","authorIdStr":"3574796007598692"},"themes":[],"htmlText":"Catapult","listText":"Catapult","text":"Catapult","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/815243337","repostId":"1196145266","repostType":4,"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389886980,"gmtCreate":1612750689240,"gmtModify":1703764586478,"author":{"id":"3574796007598692","authorId":"3574796007598692","name":"SC2021","avatar":"https://static.tigerbbs.com/7db1014f5edc3cd0a7562d4262d0a5a5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574796007598692","authorIdStr":"3574796007598692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>LETS FLY TO HOLLAND together!","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>LETS FLY TO HOLLAND together!","text":"$AMC Entertainment(AMC)$LETS FLY TO HOLLAND together!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/389886980","isVote":1,"tweetType":1,"viewCount":1590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380995561,"gmtCreate":1612500046953,"gmtModify":1703762765057,"author":{"id":"3574796007598692","authorId":"3574796007598692","name":"SC2021","avatar":"https://static.tigerbbs.com/7db1014f5edc3cd0a7562d4262d0a5a5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574796007598692","authorIdStr":"3574796007598692"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/42C.SI\">$IX BIOPHARMA LTD.(42C.SI)$</a> This counter is dead basically. When is the result for half yearly one? Should be some where in February right?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/42C.SI\">$IX BIOPHARMA LTD.(42C.SI)$</a> This counter is dead basically. When is the result for half yearly one? Should be some where in February right?","text":"$IX BIOPHARMA LTD.(42C.SI)$ This counter is dead basically. When is the result for half yearly one? Should be some where in February right?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/380995561","isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816305947,"gmtCreate":1630464559589,"gmtModify":1631886907661,"author":{"id":"3574796007598692","authorId":"3574796007598692","name":"SC2021","avatar":"https://static.tigerbbs.com/7db1014f5edc3cd0a7562d4262d0a5a5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574796007598692","authorIdStr":"3574796007598692"},"themes":[],"htmlText":"Wallstreet","listText":"Wallstreet","text":"Wallstreet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/816305947","repostId":"2164869989","repostType":4,"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832962127,"gmtCreate":1629561327069,"gmtModify":1631893604550,"author":{"id":"3574796007598692","authorId":"3574796007598692","name":"SC2021","avatar":"https://static.tigerbbs.com/7db1014f5edc3cd0a7562d4262d0a5a5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574796007598692","authorIdStr":"3574796007598692"},"themes":[],"htmlText":"Pullback","listText":"Pullback","text":"Pullback","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/832962127","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有多年股票而不是租用几天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看那些。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有多年股票而不是租用几天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看那些。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","NVDA":"英伟达","AAPL":"苹果","SOXX":"iShares费城交易所半导体ETF","GOOGL":"谷歌A","QCOM":"高通","SNPS":"新思科技","GOOG":"谷歌","CDNS":"铿腾电子","SSNLF":"三星电子","ASML":"阿斯麦","ON":"安森美半导体","TSM":"台积电"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"AMZN":0.9,"AAPL":0.9,"SSNLF":0.9,"QCOM":0.9,"TSM":0.9,"ASML":0.9,"SNPS":0.9,"GOOG":0.9,"NVDA":0.9,"GOOGL":0.9,"ON":0.9,"SOXX":0.9,"CDNS":0.9}},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325471677,"gmtCreate":1615929367299,"gmtModify":1703495098934,"author":{"id":"3574796007598692","authorId":"3574796007598692","name":"SC2021","avatar":"https://static.tigerbbs.com/7db1014f5edc3cd0a7562d4262d0a5a5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574796007598692","authorIdStr":"3574796007598692"},"themes":[],"htmlText":"Five Star","listText":"Five Star","text":"Five Star","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/325471677","repostId":"1115937529","repostType":4,"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369852080,"gmtCreate":1614032613140,"gmtModify":1631888594781,"author":{"id":"3574796007598692","authorId":"3574796007598692","name":"SC2021","avatar":"https://static.tigerbbs.com/7db1014f5edc3cd0a7562d4262d0a5a5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574796007598692","authorIdStr":"3574796007598692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8K7.SI\">$UG HEALTHCARE CORPORATION LTD(8K7.SI)$</a>Down Again as usual ... When gonna drop to 72 cents again ah? I wanna pickup&nbsp;","listText":"<a href=\"https://laohu8.com/S/8K7.SI\">$UG HEALTHCARE CORPORATION LTD(8K7.SI)$</a>Down Again as usual ... When gonna drop to 72 cents again ah? I wanna pickup&nbsp;","text":"$UG HEALTHCARE CORPORATION LTD(8K7.SI)$Down Again as usual ... When gonna drop to 72 cents again ah? 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