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Barbarazhao

Barbarazhao

SG, HK &US market

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670关注

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3主题

0勋章

2021-12-22

Only time tells

Why Alibaba Stock Popped over 6% Today?<blockquote>为什么阿里巴巴-SW股价今天上涨超过 6%？</blockquote>

2021-12-22

Good report

抱歉，原内容已删除

2021-12-22

Good to know

外媒头条：美国FDA或于本周批准辉瑞和默沙东新冠药物

2021-12-21

Good news indeed

Micron Technology Q1 Adj. EPS $2.16 Beats $2.11 Estimate, Sales $7.69B Beat $7.67B Estimate<blockquote>美光科技第一季度调整后每股收益 2.16 美元，超出预期 2.11 美元，销售额 7.69B 美元，超出预期 7.67B 美元</blockquote>

2021-12-21

It is true. Must continue to invest in good quality stocks

抱歉，原内容已删除

2021-12-21

Thanks for the report

Continued Consolidation Anticipated For Singapore Stock Market<blockquote>新加坡股市预期持续盘整</blockquote>

2021-12-21

Good to know

抱歉，原内容已删除

2021-12-21

It is good time to buy when they are down

NIO, LI, XPEV Stocks: Why Are Chinese EV Stocks Hitting the Brakes Today<blockquote>蔚来、李、XPEV 股票：为什么中国电动汽车股票今天踩刹车</blockquote>

2021-12-20

BYD still a good buy

Warren Buffett scored 3,000% gains in electric car stock without Rivian or Tesla<blockquote>沃伦·巴菲特在没有Rivian或特斯拉的情况下，电动汽车股票上涨了 3,000%</blockquote>

2021-12-20

Good to know

抱歉，原内容已删除

2021-12-20

Good to know

Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>

2021-12-20

It is true

Apple Stock: The Strongest Shield Against Rate Hikes<blockquote>苹果股票：抵御加息的最强盾牌</blockquote>

2021-12-19

Good

Microsoft's top priority for 2022? It could be data management<blockquote>微软2022年的首要任务？可能是数据管理</blockquote>

2021-12-19

Good news indeed

Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动上推出新车型并谈论动力</blockquote>

2021-12-19

These are good shares to own

抱歉，原内容已删除

2021-12-19

Good to know

抱歉，原内容已删除

2021-12-18

Good to know

Wedbush's Dan Ives: Don't throw in the towel on tech<blockquote>韦德布什的丹·艾夫斯：不要放弃科技</blockquote>

2021-12-18

Good to know

US IPO Weekly Recap: 6 IPOs debut ahead of the shortened holiday week<blockquote>美国 IPO 每周回顾：假期周缩短前 6 家 IPO 首次亮相</blockquote>

2021-12-17

Good to know

抱歉，原内容已删除

2021-12-17

Will expect all markets down in the remaining days of 2021.

抱歉，原内容已删除

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time tells","listText":"Only time tells","text":"Only time tells","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691100890","repostId":"1161633992","repostType":4,"repost":{"id":"1161633992","kind":"news","pubTimestamp":1640139393,"share":"https://www.laohunote.com/m/news/1161633992?lang=zh_CN&edition=full","pubTime":"2021-12-22 10:16","market":"us","language":"en","title":"Why Alibaba Stock Popped over 6% Today?<blockquote>为什么阿里巴巴-SW股价今天上涨超过 6%？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161633992","media":"Motley Fool","summary":"What happened\nShares of Alibaba(NYSE:BABA)stock bounced back from yesterday's tech sell-off, gaining","content":"<p>What happened</p><p><blockquote>发生了什么事</blockquote></p><p> Shares of&nbsp;<b>Alibaba</b>(NYSE:BABA)stock bounced back from yesterday's tech sell-off, gaining 6.89% on Tuesday as stock market analysts debated whether the company's just-announced&nbsp;turnaround plan&nbsp;will work or not.</p><p><blockquote>股份<b>阿里巴巴-SW</b>（纽约证券交易所股票代码：BABA）股价从昨天的科技股抛售中反弹，周二上涨 6.89%，股市分析师争论该公司刚刚宣布的扭亏为盈计划是否可行。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Hong Kong-based investment bank CLSA led off with the bull argument, calling Alibaba stock \"cheap\" at its recent price under $123 a share. CLSA predicts that as Chinese consumer spending grows, as Alibaba expands further into international markets, and as Alibaba's own technology improves, these three \"strategic engines\" will propel the company's growth, reports&nbsp;TheFly.com.</p><p><blockquote>香港投资银行里昂证券 (CLSA) 率先提出看涨论点，称阿里巴巴-SW股票近期每股低于 123 美元的价格“便宜”。据 TheFly.com 报道，里昂证券预测，随着中国消费者支出的增长、阿里巴巴-SW进一步拓展国际市场以及阿里巴巴自身技术的进步，这三个“战略引擎”将推动公司的增长。</blockquote></p><p> Of these three \"engines,\" CLSA places the greatest weight on Alibaba's technological prowess, saying the company \"enjoys unparalleled competitive advantages and a strong technological lead,\" in particular in cloud-based computing, which will be \"the next big growth pillar\" for Alibaba stock.</p><p><blockquote>在这三个“引擎”中，里昂证券最看重阿里巴巴的技术实力，称该公司“享有无与伦比的竞争优势和强大的技术领先地位”，特别是在基于云的计算方面，这将是阿里巴巴-SW股票的“下一个大增长支柱”。</blockquote></p><p> In its bearish rebuttal, though, U.K. stock broker Atlantic Equities says it has little confidence that Alibaba's Taobao and Tmall subsidiaries will perform well in the near term. The analyst agrees that Alibaba stock looks \"inexpensive\" at 17.5 times earnings. Still, Atlantic worries that Alibaba's \"aggressive\" spending on improving the technology that so impresses CLSA won't necessarily pay off for Alibaba. And in particular, Atlantic sees the company's investments in \"AliCloud\" as being only a \"modest\" catalyst for the stock.</p><p><blockquote>不过，英国股票经纪商Atlantic Equities在其看跌反驳中表示，它对阿里巴巴的淘宝和天猫子公司在短期内表现良好几乎没有信心。这位分析师同意阿里巴巴-SW股票看起来“便宜”，市盈率为 17.5 倍。尽管如此，《大西洋月刊》担心，阿里巴巴在改进给里昂证券留下深刻印象的技术方面的“积极”支出不一定会为阿里巴巴-SW带来回报。特别是，Atlantic 认为该公司对“AliCloud”的投资只是该股的“适度”催化剂。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> For today, it appears that investors are buying CLSA's argument over Atlantic Equities'.</p><p><blockquote>今天，投资者似乎正在接受里昂证券对大西洋股票的论点。</blockquote></p><p> Ultimately, though, this debate is going to come down to growth. Sure, 17.5 times earnings&nbsp;<i>looks</i>&nbsp;like avalue price&nbsp;for Alibaba stock -- but only if the company can produce enough growth to justify the valuation. While it's true that Alibaba has exhibited some fine growth in the past (a 30% compound rate of growth in earnings over the last five years for example, according to&nbsp;S&amp;P Global Market Intelligence&nbsp;data), over the&nbsp;<i>next</i>&nbsp;five years, most analysts don't see the company producing even 10% annual earnings growth -- but less than 9% instead.</p><p><blockquote>然而，最终，这场辩论将归结为增长。当然，17.5 倍收益<i>外观</i>比如评估阿里巴巴-SW股票的价格——但前提是该公司能够产生足够的增长来证明估值的合理性。虽然阿里巴巴-SW过去确实表现出了一些良好的增长（例如，根据标准普尔全球市场情报数据，过去五年的盈利复合增长率为 30%），但在过去五年中<i>下一个</i>五年来，大多数分析师认为该公司的年盈利增长甚至没有达到 10%，而是不到 9%。</blockquote></p><p> If that's the best Alibaba ends up doing, I fear that today's rebound in stock price&nbsp;will be short-lived.</p><p><blockquote>如果这是阿里巴巴-SW最终做的最好的事情，恐怕今天的股价反弹将是短暂的。</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 Alibaba Stock Popped over 6% Today?<blockquote>为什么阿里巴巴-SW股价今天上涨超过 6%？</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 Alibaba Stock Popped over 6% Today?<blockquote>为什么阿里巴巴-SW股价今天上涨超过 6%？</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\">2021-12-22 10:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么事</blockquote></p><p> Shares of&nbsp;<b>Alibaba</b>(NYSE:BABA)stock bounced back from yesterday's tech sell-off, gaining 6.89% on Tuesday as stock market analysts debated whether the company's just-announced&nbsp;turnaround plan&nbsp;will work or not.</p><p><blockquote>股份<b>阿里巴巴-SW</b>（纽约证券交易所股票代码：BABA）股价从昨天的科技股抛售中反弹，周二上涨 6.89%，股市分析师争论该公司刚刚宣布的扭亏为盈计划是否可行。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Hong Kong-based investment bank CLSA led off with the bull argument, calling Alibaba stock \"cheap\" at its recent price under $123 a share. CLSA predicts that as Chinese consumer spending grows, as Alibaba expands further into international markets, and as Alibaba's own technology improves, these three \"strategic engines\" will propel the company's growth, reports&nbsp;TheFly.com.</p><p><blockquote>香港投资银行里昂证券 (CLSA) 率先提出看涨论点，称阿里巴巴-SW股票近期每股低于 123 美元的价格“便宜”。据 TheFly.com 报道，里昂证券预测，随着中国消费者支出的增长、阿里巴巴-SW进一步拓展国际市场以及阿里巴巴自身技术的进步，这三个“战略引擎”将推动公司的增长。</blockquote></p><p> Of these three \"engines,\" CLSA places the greatest weight on Alibaba's technological prowess, saying the company \"enjoys unparalleled competitive advantages and a strong technological lead,\" in particular in cloud-based computing, which will be \"the next big growth pillar\" for Alibaba stock.</p><p><blockquote>在这三个“引擎”中，里昂证券最看重阿里巴巴的技术实力，称该公司“享有无与伦比的竞争优势和强大的技术领先地位”，特别是在基于云的计算方面，这将是阿里巴巴-SW股票的“下一个大增长支柱”。</blockquote></p><p> In its bearish rebuttal, though, U.K. stock broker Atlantic Equities says it has little confidence that Alibaba's Taobao and Tmall subsidiaries will perform well in the near term. The analyst agrees that Alibaba stock looks \"inexpensive\" at 17.5 times earnings. Still, Atlantic worries that Alibaba's \"aggressive\" spending on improving the technology that so impresses CLSA won't necessarily pay off for Alibaba. And in particular, Atlantic sees the company's investments in \"AliCloud\" as being only a \"modest\" catalyst for the stock.</p><p><blockquote>不过，英国股票经纪商Atlantic Equities在其看跌反驳中表示，它对阿里巴巴的淘宝和天猫子公司在短期内表现良好几乎没有信心。这位分析师同意阿里巴巴-SW股票看起来“便宜”，市盈率为 17.5 倍。尽管如此，《大西洋月刊》担心，阿里巴巴在改进给里昂证券留下深刻印象的技术方面的“积极”支出不一定会为阿里巴巴-SW带来回报。特别是，Atlantic 认为该公司对“AliCloud”的投资只是该股的“适度”催化剂。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> For today, it appears that investors are buying CLSA's argument over Atlantic Equities'.</p><p><blockquote>今天，投资者似乎正在接受里昂证券对大西洋股票的论点。</blockquote></p><p> Ultimately, though, this debate is going to come down to growth. Sure, 17.5 times earnings&nbsp;<i>looks</i>&nbsp;like avalue price&nbsp;for Alibaba stock -- but only if the company can produce enough growth to justify the valuation. While it's true that Alibaba has exhibited some fine growth in the past (a 30% compound rate of growth in earnings over the last five years for example, according to&nbsp;S&amp;P Global Market Intelligence&nbsp;data), over the&nbsp;<i>next</i>&nbsp;five years, most analysts don't see the company producing even 10% annual earnings growth -- but less than 9% instead.</p><p><blockquote>然而，最终，这场辩论将归结为增长。当然，17.5 倍收益<i>外观</i>比如评估阿里巴巴-SW股票的价格——但前提是该公司能够产生足够的增长来证明估值的合理性。虽然阿里巴巴-SW过去确实表现出了一些良好的增长（例如，根据标准普尔全球市场情报数据，过去五年的盈利复合增长率为 30%），但在过去五年中<i>下一个</i>五年来，大多数分析师认为该公司的年盈利增长甚至没有达到 10%，而是不到 9%。</blockquote></p><p> If that's the best Alibaba ends up doing, I fear that today's rebound in stock price&nbsp;will be short-lived.</p><p><blockquote>如果这是阿里巴巴-SW最终做的最好的事情，恐怕今天的股价反弹将是短暂的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/21/why-alibaba-stock-popped-65-today/\">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":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://www.fool.com/investing/2021/12/21/why-alibaba-stock-popped-65-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161633992","content_text":"What happened\nShares of Alibaba(NYSE:BABA)stock bounced back from yesterday's tech sell-off, gaining 6.89% on Tuesday as stock market analysts debated whether the company's just-announced turnaround plan will work or not.\nSo what\nHong Kong-based investment bank CLSA led off with the bull argument, calling Alibaba stock \"cheap\" at its recent price under $123 a share. CLSA predicts that as Chinese consumer spending grows, as Alibaba expands further into international markets, and as Alibaba's own technology improves, these three \"strategic engines\" will propel the company's growth, reports TheFly.com.\nOf these three \"engines,\" CLSA places the greatest weight on Alibaba's technological prowess, saying the company \"enjoys unparalleled competitive advantages and a strong technological lead,\" in particular in cloud-based computing, which will be \"the next big growth pillar\" for Alibaba stock.\nIn its bearish rebuttal, though, U.K. stock broker Atlantic Equities says it has little confidence that Alibaba's Taobao and Tmall subsidiaries will perform well in the near term. The analyst agrees that Alibaba stock looks \"inexpensive\" at 17.5 times earnings. Still, Atlantic worries that Alibaba's \"aggressive\" spending on improving the technology that so impresses CLSA won't necessarily pay off for Alibaba. And in particular, Atlantic sees the company's investments in \"AliCloud\" as being only a \"modest\" catalyst for the stock.\nNow what\nFor today, it appears that investors are buying CLSA's argument over Atlantic Equities'.\nUltimately, though, this debate is going to come down to growth. Sure, 17.5 times earnings looks like avalue price for Alibaba stock -- but only if the company can produce enough growth to justify the valuation. While it's true that Alibaba has exhibited some fine growth in the past (a 30% compound rate of growth in earnings over the last five years for example, according to S&P Global Market Intelligence data), over the next five years, most analysts don't see the company producing even 10% annual earnings growth -- but less than 9% instead.\nIf that's the best Alibaba ends up doing, I fear that today's rebound in stock price will be short-lived.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":3711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691339310,"gmtCreate":1640134634725,"gmtModify":1640134635614,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"themes":[],"title":"","htmlText":"Good report&nbsp;","listText":"Good report&nbsp;","text":"Good report","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691339310","repostId":"1179885314","repostType":2,"isVote":1,"tweetType":1,"viewCount":3886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691395760,"gmtCreate":1640134263999,"gmtModify":1640134264828,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691395760","repostId":"2193166647","repostType":2,"repost":{"id":"2193166647","kind":"news","pubTimestamp":1640127634,"share":"https://www.laohunote.com/m/news/2193166647?lang=zh_CN&edition=full","pubTime":"2021-12-22 07:00","market":"us","language":"zh","title":"外媒头条：美国FDA或于本周批准辉瑞和默沙东新冠药物","url":"https://stock-news.laohu8.com/highlight/detail?id=2193166647","media":"市场资讯","summary":"自2020年疫情爆发以来，已有超过80万美国人死于Covid-19。2021年的移民趋势也有所下降，因为疫情抑制了国际旅行。第三季度派息总额1300亿美元，比2020年第三季度的1155亿美元增长12.5%。该机构称，到目前为止，已追回超过23亿美元的被盗资金，并逮捕了100多名嫌疑人，这些嫌疑人包括个人到有组织的团体。自2020年初疫情开始以来，美国政府已在新冠救济金方面斥资约3.5万亿美元。美国特勤局目前有900多项与疫情欺诈有关的调查。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、疫情放大长期因素 美国2021年人口增速创历史新低</b>\n</blockquote>\n<blockquote>\n <b>2、欧洲天然气和电价涨幅均超20% 双双创出纪录新高</b>\n</blockquote>\n<blockquote>\n <b>3、拜登：omicron蔓延将意味着会有大量突破性感染出现</b>\n</blockquote>\n<blockquote>\n <b>4、美国FDA据悉最早本周批准<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>和默克的新冠口服药</b>\n</blockquote>\n<blockquote>\n <b>5、标普500成份股公司第三季度回购和派息总额达创纪录的3647亿美元</b>\n</blockquote>\n<blockquote>\n <b>6、美国特勤局：近1000亿美元疫情救助资金遭犯罪分子窃取</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/55a8f1f0dc76c49d1a44f0e9368c4d8d\" tg-width=\"720\" tg-height=\"432\" referrerpolicy=\"no-referrer\"></p>\n<p><b>疫情放大长期因素 美国2021年人口增速创历史新低</b></p>\n<p>美国人口普查局周二公布的数据显示，由于新冠疫情放大了移民减少、人口老龄化和低出生率的影响，美国2021年人口增速为有史以来最低水平。</p>\n<p>今年美国人口仅增长0.1%，即392665人，比上世纪初流感大流行和第一次世界大战期间的增幅还要低。这也是1937年以来人口增量首次不到100万。</p>\n<p>数据显示，华盛顿和纽约等地区人口下降幅度最大，而爱达荷州、犹他州和周边几个州的人口增幅最大。</p>\n<p>虽然由于人口老龄化和低出生率等长期因素，美国人口增长率多年来一直是下降趋势，但今年的情况有疫情的原因。自2020年疫情爆发以来，已有超过80万美国人死于Covid-19。2021年的移民趋势也有所下降，因为疫情抑制了国际旅行。</p>\n<p><img src=\"https://static.tigerbbs.com/b842e580537902620d85f915a1682427\" tg-width=\"720\" tg-height=\"382\" referrerpolicy=\"no-referrer\"><b>欧洲天然气和电价涨幅均超20% 双双创出纪录新高</b></p>\n<p>欧洲今年的能源危机对经济复苏构成威胁，天然气和电力价格双双创出纪录新高。</p>\n<p>周二，俄罗斯限制向欧洲的天然气输送后，价格飙升了超过20%，通常是电力输出国的法国被迫提高电力进口，并燃烧石油来维持供电。价格的上涨也迫使部分企业关闭或限产，而与此同时，上月欧元区通胀率也飙升至了历史新高。</p>\n<p>能源吃紧加剧之际，omicron变异株也在欧洲各地传播，使得整个地区的经济前景恶化。价格上涨也令供应链不畅加剧，给汽车、风力涡轮等各个行业带来重创。食品生产商同样受到影响，能源密集的化肥产业成本飙升。</p>\n<p>“现在不只是能源成本的问题，还有这些供应链问题，”哥伦比亚大学全球能源政策中心研究学者Anne-Sophie Corbeau表示。“食物和供暖是非常重要的。现在，许多人可能面临取暖问题，但是由于水果和蔬菜价格昂贵，可能也会出现粮食问题。所有的东西价格都很贵。”</p>\n<p>欧洲天然气期货一度飙升28%，管网运营商Gascade表示，俄罗斯通过一个重要管道向德国输送的天然气规模降至零，转而向东输往了波兰。此番情况可能在周三持续。</p>\n<p><img src=\"https://static.tigerbbs.com/5a4a430cef6a2ddee84960f47fc8ee35\" tg-width=\"720\" tg-height=\"517\" referrerpolicy=\"no-referrer\"></p>\n<p><b>拜登：omicron蔓延将意味着会有大量突破性感染出现</b></p>\n<p>美国总统拜登表示，omicron变异株将在已接种人群中导致更多“突破性”感染，数量“可能是庞大的”， 但他们不太可能发展为重症。</p>\n<p>拜登周二在白宫发表讲话称，特别是对于那些打过加强针的人来说，突破性感染最有可能意味着“无症状”或轻症。他提到前总统特朗普之前公开表示接种了加强针。拜登说，“这可能是他和我很少有的意见统一的事情之一”。</p>\n<p>然而，对于未注射疫苗的人，拜登警告说，等待他们的会是一个包含重症和死亡的严峻冬天。</p>\n<p>拜登概述了遏制omicron影响的新策略。美国政府将向家庭免费提供5亿套新冠检测试剂，派遣1000名军人支持医院，建立新的检测点和接种站。</p>\n<p><img src=\"https://static.tigerbbs.com/88720bc11314b57dfaf1a29fd72a6030\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国FDA据悉最早本周批准辉瑞和默克的新冠口服药</b></p>\n<p>知情人士透露，美国食品和药物监督管理局（FDA）最早本周将批准辉瑞和默克生产的新冠口服药，这将是抗疫征程中一个重要里程碑，标志着疗法很快将扩大至口服药市场。</p>\n<p>三位知情人士称，FDA最早可能在周三宣布批准的消息。但他们同时警告称，最终计划可能会改变。</p>\n<p>辉瑞的Paxlovid和默克的Molnupiravir针对病毒检测呈阳性的高风险人群，病患需在家中连续数天服药。这些口服药的推出将降低医院负担，因为预计冬季美国的感染人数将大幅上升。</p>\n<p><img src=\"https://static.tigerbbs.com/82c38d6151bb58fcab605eed6bda9cd9\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p>\n<p><b>标普500成份股公司第三季度回购和派息总额达创纪录的3647亿美元</b></p>\n<p>标普500指数成份股公司第三季度通过回购和派息，向股东创纪录回馈3647亿美元，使得滚动12个月股东总回报达到1.24万亿美元。</p>\n<p>第三季度股票回购总额为2346亿美元，比2020年第三季度的1018亿美元增长130.5%。</p>\n<p>第三季度派息总额1300亿美元，比2020年第三季度的1155亿美元增长12.5%。</p>\n<p>“虽然公司在2021年第三季度回购了创纪录的股票，但相对于盈利和市值，他们的支出似乎谨慎，”标普道琼斯指数高级指数分析师Howard Silverblatt在新闻稿中表示。</p>\n<p>标普道琼斯预计第四季度的股票回购将“继续在更高的水平”。</p>\n<p><img src=\"https://static.tigerbbs.com/5d374333acd34c687478f9257f44b58b\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国特勤局：近1000亿美元疫情救助资金遭犯罪分子窃取</b></p>\n<p>美国特勤局周二表示，犯罪分子窃取了近1000亿美元的疫情救助资金。</p>\n<p>被盗资金来自于美国小企业管理局的薪资保护计划、经济伤害灾难贷款计划和另一个旨在在全国范围内发放失业援助基金的计划。</p>\n<p>该机构称，到目前为止，已追回超过23亿美元的被盗资金，并逮捕了100多名嫌疑人，这些嫌疑人包括个人到有组织的团体。自2020年初疫情开始以来，美国政府已在新冠救济金方面斥资约3.5万亿美元。</p>\n<p>该机构人士表示，获得资金的便利让犯罪分子更容易上手。“毫无疑问，这些救助计划很容易在线访问，因此给犯罪分子带来可乘之机。”</p>\n<p>美国特勤局目前有900多项与疫情欺诈有关的调查。</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>外媒头条：美国FDA或于本周批准辉瑞和默沙东新冠药物</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条：美国FDA或于本周批准辉瑞和默沙东新冠药物\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 07:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-22/doc-ikyakumx5583206.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、疫情放大长期因素 美国2021年人口增速创历史新低\n\n\n2、欧洲天然气和电价涨幅均超20% 双双创出纪录新高\n\n\n3、拜登：omicron蔓延将意味着会有大量突破性感染出现\n\n\n4、美国FDA据悉最早本周批准辉瑞和默克的新冠口服药\n\n\n5、标普500成份股公司第三季度回购和派息总额达创纪录的3647亿美元\n\n\n6、美国特勤局：近1000亿美元...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-22/doc-ikyakumx5583206.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/88720bc11314b57dfaf1a29fd72a6030","relate_stocks":{".DJI":"道琼斯","UNG":"美国天然气基金",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","UGAZ":"三倍做多天然气ETN(VelocityShares)"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-22/doc-ikyakumx5583206.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193166647","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、疫情放大长期因素 美国2021年人口增速创历史新低\n\n\n2、欧洲天然气和电价涨幅均超20% 双双创出纪录新高\n\n\n3、拜登：omicron蔓延将意味着会有大量突破性感染出现\n\n\n4、美国FDA据悉最早本周批准辉瑞和默克的新冠口服药\n\n\n5、标普500成份股公司第三季度回购和派息总额达创纪录的3647亿美元\n\n\n6、美国特勤局：近1000亿美元疫情救助资金遭犯罪分子窃取\n\n\n疫情放大长期因素 美国2021年人口增速创历史新低\n美国人口普查局周二公布的数据显示，由于新冠疫情放大了移民减少、人口老龄化和低出生率的影响，美国2021年人口增速为有史以来最低水平。\n今年美国人口仅增长0.1%，即392665人，比上世纪初流感大流行和第一次世界大战期间的增幅还要低。这也是1937年以来人口增量首次不到100万。\n数据显示，华盛顿和纽约等地区人口下降幅度最大，而爱达荷州、犹他州和周边几个州的人口增幅最大。\n虽然由于人口老龄化和低出生率等长期因素，美国人口增长率多年来一直是下降趋势，但今年的情况有疫情的原因。自2020年疫情爆发以来，已有超过80万美国人死于Covid-19。2021年的移民趋势也有所下降，因为疫情抑制了国际旅行。\n欧洲天然气和电价涨幅均超20% 双双创出纪录新高\n欧洲今年的能源危机对经济复苏构成威胁，天然气和电力价格双双创出纪录新高。\n周二，俄罗斯限制向欧洲的天然气输送后，价格飙升了超过20%，通常是电力输出国的法国被迫提高电力进口，并燃烧石油来维持供电。价格的上涨也迫使部分企业关闭或限产，而与此同时，上月欧元区通胀率也飙升至了历史新高。\n能源吃紧加剧之际，omicron变异株也在欧洲各地传播，使得整个地区的经济前景恶化。价格上涨也令供应链不畅加剧，给汽车、风力涡轮等各个行业带来重创。食品生产商同样受到影响，能源密集的化肥产业成本飙升。\n“现在不只是能源成本的问题，还有这些供应链问题，”哥伦比亚大学全球能源政策中心研究学者Anne-Sophie Corbeau表示。“食物和供暖是非常重要的。现在，许多人可能面临取暖问题，但是由于水果和蔬菜价格昂贵，可能也会出现粮食问题。所有的东西价格都很贵。”\n欧洲天然气期货一度飙升28%，管网运营商Gascade表示，俄罗斯通过一个重要管道向德国输送的天然气规模降至零，转而向东输往了波兰。此番情况可能在周三持续。\n\n拜登：omicron蔓延将意味着会有大量突破性感染出现\n美国总统拜登表示，omicron变异株将在已接种人群中导致更多“突破性”感染，数量“可能是庞大的”， 但他们不太可能发展为重症。\n拜登周二在白宫发表讲话称，特别是对于那些打过加强针的人来说，突破性感染最有可能意味着“无症状”或轻症。他提到前总统特朗普之前公开表示接种了加强针。拜登说，“这可能是他和我很少有的意见统一的事情之一”。\n然而，对于未注射疫苗的人，拜登警告说，等待他们的会是一个包含重症和死亡的严峻冬天。\n拜登概述了遏制omicron影响的新策略。美国政府将向家庭免费提供5亿套新冠检测试剂，派遣1000名军人支持医院，建立新的检测点和接种站。\n\n美国FDA据悉最早本周批准辉瑞和默克的新冠口服药\n知情人士透露，美国食品和药物监督管理局（FDA）最早本周将批准辉瑞和默克生产的新冠口服药，这将是抗疫征程中一个重要里程碑，标志着疗法很快将扩大至口服药市场。\n三位知情人士称，FDA最早可能在周三宣布批准的消息。但他们同时警告称，最终计划可能会改变。\n辉瑞的Paxlovid和默克的Molnupiravir针对病毒检测呈阳性的高风险人群，病患需在家中连续数天服药。这些口服药的推出将降低医院负担，因为预计冬季美国的感染人数将大幅上升。\n\n标普500成份股公司第三季度回购和派息总额达创纪录的3647亿美元\n标普500指数成份股公司第三季度通过回购和派息，向股东创纪录回馈3647亿美元，使得滚动12个月股东总回报达到1.24万亿美元。\n第三季度股票回购总额为2346亿美元，比2020年第三季度的1018亿美元增长130.5%。\n第三季度派息总额1300亿美元，比2020年第三季度的1155亿美元增长12.5%。\n“虽然公司在2021年第三季度回购了创纪录的股票，但相对于盈利和市值，他们的支出似乎谨慎，”标普道琼斯指数高级指数分析师Howard Silverblatt在新闻稿中表示。\n标普道琼斯预计第四季度的股票回购将“继续在更高的水平”。\n\n美国特勤局：近1000亿美元疫情救助资金遭犯罪分子窃取\n美国特勤局周二表示，犯罪分子窃取了近1000亿美元的疫情救助资金。\n被盗资金来自于美国小企业管理局的薪资保护计划、经济伤害灾难贷款计划和另一个旨在在全国范围内发放失业援助基金的计划。\n该机构称，到目前为止，已追回超过23亿美元的被盗资金，并逮捕了100多名嫌疑人，这些嫌疑人包括个人到有组织的团体。自2020年初疫情开始以来，美国政府已在新冠救济金方面斥资约3.5万亿美元。\n该机构人士表示，获得资金的便利让犯罪分子更容易上手。“毫无疑问，这些救助计划很容易在线访问，因此给犯罪分子带来可乘之机。”\n美国特勤局目前有900多项与疫情欺诈有关的调查。","news_type":1,"symbols_score_info":{"UNG":0.9,"UGAZ":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":4033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693544776,"gmtCreate":1640053875837,"gmtModify":1640054456782,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"themes":[],"title":"","htmlText":"Good news indeed&nbsp;","listText":"Good news indeed&nbsp;","text":"Good news indeed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693544776","repostId":"2193136675","repostType":2,"repost":{"id":"2193136675","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640037723,"share":"https://www.laohunote.com/m/news/2193136675?lang=zh_CN&edition=full","pubTime":"2021-12-21 06:02","market":"hk","language":"en","title":"Micron Technology Q1 Adj. EPS $2.16 Beats $2.11 Estimate, Sales $7.69B Beat $7.67B Estimate<blockquote>美光科技第一季度调整后每股收益 2.16 美元，超出预期 2.11 美元，销售额 7.69B 美元，超出预期 7.67B 美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2193136675","media":"Benzinga Earnings","summary":"Micron Technology (NASDAQ:MU) reported quarterly earnings of $2.16 per share which beat the analyst consensus estimate of $2.11 by 2.37 percent. This is a 176.92 percent increase over earnings of $0.78 per share from the","content":"<p><html><body>Micron Technology (NASDAQ:MU) reported quarterly earnings of $2.16 per share which beat the analyst consensus estimate of $2.11 by 2.37 percent. This is a 176.92 percent increase over earnings of $0.78 per share from the same period last year.  The company reported quarterly sales of $7.69 billion which beat the analyst consensus estimate of $7.67 billion by 0.26 percent.  This is a 33.21 percent increase over sales of $5.77 billion the same period last year.</p><p><blockquote><html><body>美光科技（纳斯达克股票代码：MU）公布的季度收益为每股 2.16 美元，比分析师普遍预期的 2.11 美元高出 2.37%。这比去年同期每股收益 0.78 美元增长了 176.92%。该公司公布季度销售额为 76.9 亿美元，比分析师普遍预期的 76.7 亿美元高出 0.26%。这比去年同期 57.7 亿美元的销售额增长了 33.21%。</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Technology Q1 Adj. EPS $2.16 Beats $2.11 Estimate, Sales $7.69B Beat $7.67B Estimate<blockquote>美光科技第一季度调整后每股收益 2.16 美元，超出预期 2.11 美元，销售额 7.69B 美元，超出预期 7.67B 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{ 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\">\nMicron Technology Q1 Adj. EPS $2.16 Beats $2.11 Estimate, Sales $7.69B Beat $7.67B Estimate<blockquote>美光科技第一季度调整后每股收益 2.16 美元，超出预期 2.11 美元，销售额 7.69B 美元，超出预期 7.67B 美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-12-21 06:02</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><body>Micron Technology (NASDAQ:MU) reported quarterly earnings of $2.16 per share which beat the analyst consensus estimate of $2.11 by 2.37 percent. This is a 176.92 percent increase over earnings of $0.78 per share from the same period last year.  The company reported quarterly sales of $7.69 billion which beat the analyst consensus estimate of $7.67 billion by 0.26 percent.  This is a 33.21 percent increase over sales of $5.77 billion the same period last year.</p><p><blockquote><html><body>美光科技（纳斯达克股票代码：MU）公布的季度收益为每股 2.16 美元，比分析师普遍预期的 2.11 美元高出 2.37%。这比去年同期每股收益 0.78 美元增长了 176.92%。该公司公布季度销售额为 76.9 亿美元，比分析师普遍预期的 76.7 亿美元高出 0.26%。这比去年同期 57.7 亿美元的销售额增长了 33.21%。</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.benzinga.com/news/earnings/21/12/24708192/micron-technology-q1-adj-eps-2-16-beats-2-11-estimate-sales-7-69b-beat-7-67b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193136675","content_text":"Micron Technology (NASDAQ:MU) reported quarterly earnings of $2.16 per share which beat the analyst consensus estimate of $2.11 by 2.37 percent. This is a 176.92 percent increase over earnings of $0.78 per share from the same period last year.  The company reported quarterly sales of $7.69 billion which beat the analyst consensus estimate of $7.67 billion by 0.26 percent.  This is a 33.21 percent increase over sales of $5.77 billion the same period last year.","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"tweetType":1,"viewCount":4626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693544329,"gmtCreate":1640053830264,"gmtModify":1640054403586,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"themes":[],"title":"","htmlText":"It is true. Must continue to invest in good quality stocks&nbsp;","listText":"It is true. Must continue to invest in good quality stocks&nbsp;","text":"It is true. Must continue to invest in good quality stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693544329","repostId":"2192181330","repostType":4,"isVote":1,"tweetType":1,"viewCount":4242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693545397,"gmtCreate":1640053718814,"gmtModify":1640054338669,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"themes":[],"title":"","htmlText":"Thanks for the report&nbsp;","listText":"Thanks for the report&nbsp;","text":"Thanks for the report","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693545397","repostId":"1120669458","repostType":4,"repost":{"id":"1120669458","kind":"news","pubTimestamp":1640045309,"share":"https://www.laohunote.com/m/news/1120669458?lang=zh_CN&edition=full","pubTime":"2021-12-21 08:08","market":"sg","language":"en","title":"Continued Consolidation Anticipated For Singapore Stock Market<blockquote>新加坡股市预期持续盘整</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120669458","media":"RTTNews","summary":"The Singapore stock market has finished lower in back-to-back trading days, slumping more than 40 po","content":"<p>The Singapore stock market has finished lower in back-to-back trading days, slumping more than 40 points or 1.3 percent along the way. The Straits Times Index now sits just above the 3,070-point plateau and it may take further damage again on Tuesday.</p><p><blockquote>新加坡股市连续几个交易日收低，一路下跌超过40点或1.3%。海峡时报指数目前位于 3,070 点平台上方，周二可能会再次遭受进一步损害。</blockquote></p><p> The global forecast for the Asian&nbsp;markets&nbsp;suggests continued consolidation on rising Omicron COVID-19 concerns. The European and U.S. markets were solidly lower and the Asian markets are tipped to open in similar fashion.</p><p><blockquote>亚洲市场的全球预测表明，由于奥密克戎新冠肺炎担忧加剧，亚洲市场将继续盘整。欧洲和美国市场大幅走低，亚洲市场预计也会以类似的方式开盘。</blockquote></p><p> The STI finished sharply lower on Monday with losses in every sector - most notably, financials, properties and industrials.</p><p><blockquote>STI 周一大幅收低，各个板块均下跌，其中最引人注目的是金融、房地产和工业板块。</blockquote></p><p> For the day, the index dropped 38.66 points or 1.24 percent to finish at 3,072.97 after trading between 3,068.21 and 3,098.49. Volume was 1.1 billion shares worth 1.03 billion Singapore dollars. There were 369 decliners and 147 gainers.</p><p><blockquote>当天，该指数下跌 38.66 点或 1.24%，收于 3,072.97 点，交易价格在 3,068.21 至 3,098.49 之间。成交量为11亿股，价值10.3亿新加坡元。下跌者369人，上涨者147人。</blockquote></p><p> Among the actives, Ascendas REIT lost 1.03 percent, while CapitaLand Integrated Commercial Trust dipped 0.51 percent, City Developments tanked 1.77 percent, Comfort DelGro stumbled 1.46 percent, Dairy Farm International cratered 4.01 percent, DBS Group fell 0.89 percent, Genting Singapore plummeted 2.60 percent, Keppel Corp tumbled 1.75 percent, Mapletree Commercial Trust retreated 1.49 percent, Mapletree Logistics Trust and Singapore Technologies Engineering both surrendered 1.61 percent, Oversea-Chinese Banking Corporation declined 1.50 percent, SATS shed 1.04 percent, SembCorp Industries plunged 2.01 percent, Singapore Airlines sank 1.23 percent, Singapore Exchange weakened 1.30 percent, Singapore Press Holdings was down 0.43 percent, SingTel slumped 1.27 percent, United Overseas Bank dropped 1.15 percent, Wilmar International skidded 1.47 percent, Yangzijiang Shipbuilding slid 0.78 percent and Thai Beverage was unchanged.</p><p><blockquote>资产中，Ascendas REIT 下跌 1.03%，凯德综合商业信托下跌 0.51%，City Developments 下跌 1.77%，Comfort DelGro 下跌 1.46%，Dairy Farm International 下跌 4.01%，星展集团下跌 0.89%，云顶新加坡暴跌 2.60%，吉宝公司下跌 1.75%，丰树商业信托下跌 1.49%，丰树物流信托和新加坡科技工程均下跌 1.61%，华侨银行下跌 1.50%，SATS 下跌 1.04%，胜科实业下跌 2.01%，新加坡航空下跌 1.23%，新加坡交易所下跌 1.30%，新加坡报业控股下跌 0.43%，新加坡电信下跌 1.27%，大华银行下跌 1.15%，丰益嘉里</blockquote></p><p> The lead from Wall Street is negative as the major averages opened sharply lower on Monday and remained that way throughout the session.</p><p><blockquote>华尔街的领先优势是负面的，因为主要股指周一大幅开盘走低，并在整个交易日保持这种走势。</blockquote></p><p> The Dow dropped 433.28 points or 1.23 percent to finish at 34,932.16, while the NASDAQ sank 188.74 points or 1.24 percent to close at 14,980.94 and the S&amp;P 500 lost 52.62 points or 1.14 percent to end at 4,568.02.</p><p><blockquote>道琼斯指数下跌433.28点或1.23%，收于34932.16点，纳斯达克指数下跌188.74点或1.24%，收于14980.94点，标普500指数下跌52.62点或1.14%，收于4568.02点。</blockquote></p><p> Concerns about the rapid spread of the Omicron variant of the&nbsp;coronavirus&nbsp;contributed to the weakness on Wall Street. With the World Health Organization saying the number of cases is doubling in 1.5 to 3 days in areas with community transmission, traders seem worried the new strain could derail the global economic recovery.</p><p><blockquote>对冠状病毒奥密克戎变种快速传播的担忧导致了华尔街的疲软。世界卫生组织表示，社区传播地区的病例数量在1.5至3天内翻了一番，交易员似乎担心这种新毒株可能会破坏全球经济复苏。</blockquote></p><p> The spread of the Omicron variant could also lead to further global supply chain issues, which have contributed to elevated inflation.</p><p><blockquote>奥密克戎变种的传播也可能导致进一步的全球供应链问题，从而导致通胀上升。</blockquote></p><p> Democratic West Virgina senator Joe Manchin's announcement that he will not support the Biden administration's Build Back Better plan added to the negative sentiment.</p><p><blockquote>民主党西弗吉尼亚州参议员乔·曼钦宣布他不会支持拜登政府的“重建更好”计划，这加剧了负面情绪。</blockquote></p><p> Crude oil futures settled sharply lower Monday as a rapid surge in Omicron variant of the coronavirus and stricter restrictions on movements in several countries raised concerns about outlook for energy demand. West Texas Intermediate Crude oil futures for February ended down by $2.63 or 3.7 percent at $68.23 a barrel.</p><p><blockquote>原油期货周一大幅走低，原因是冠状病毒奥密克戎变种的迅速激增以及几个国家对行动的更严格限制引发了人们对能源需求前景的担忧。2月份西德克萨斯中质原油期货收盘下跌2.63美元，跌幅3.7%，至每桶68.23美元。</blockquote></p><p></p>","source":"lsy1626938412129","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>Continued Consolidation Anticipated For Singapore Stock Market<blockquote>新加坡股市预期持续盘整</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\">\nContinued Consolidation Anticipated For Singapore Stock Market<blockquote>新加坡股市预期持续盘整</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">RTTNews</strong><span class=\"h-time small\">2021-12-21 08:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Singapore stock market has finished lower in back-to-back trading days, slumping more than 40 points or 1.3 percent along the way. The Straits Times Index now sits just above the 3,070-point plateau and it may take further damage again on Tuesday.</p><p><blockquote>新加坡股市连续几个交易日收低，一路下跌超过40点或1.3%。海峡时报指数目前位于 3,070 点平台上方，周二可能会再次遭受进一步损害。</blockquote></p><p> The global forecast for the Asian&nbsp;markets&nbsp;suggests continued consolidation on rising Omicron COVID-19 concerns. The European and U.S. markets were solidly lower and the Asian markets are tipped to open in similar fashion.</p><p><blockquote>亚洲市场的全球预测表明，由于奥密克戎新冠肺炎担忧加剧，亚洲市场将继续盘整。欧洲和美国市场大幅走低，亚洲市场预计也会以类似的方式开盘。</blockquote></p><p> The STI finished sharply lower on Monday with losses in every sector - most notably, financials, properties and industrials.</p><p><blockquote>STI 周一大幅收低，各个板块均下跌，其中最引人注目的是金融、房地产和工业板块。</blockquote></p><p> For the day, the index dropped 38.66 points or 1.24 percent to finish at 3,072.97 after trading between 3,068.21 and 3,098.49. Volume was 1.1 billion shares worth 1.03 billion Singapore dollars. There were 369 decliners and 147 gainers.</p><p><blockquote>当天，该指数下跌 38.66 点或 1.24%，收于 3,072.97 点，交易价格在 3,068.21 至 3,098.49 之间。成交量为11亿股，价值10.3亿新加坡元。下跌者369人，上涨者147人。</blockquote></p><p> Among the actives, Ascendas REIT lost 1.03 percent, while CapitaLand Integrated Commercial Trust dipped 0.51 percent, City Developments tanked 1.77 percent, Comfort DelGro stumbled 1.46 percent, Dairy Farm International cratered 4.01 percent, DBS Group fell 0.89 percent, Genting Singapore plummeted 2.60 percent, Keppel Corp tumbled 1.75 percent, Mapletree Commercial Trust retreated 1.49 percent, Mapletree Logistics Trust and Singapore Technologies Engineering both surrendered 1.61 percent, Oversea-Chinese Banking Corporation declined 1.50 percent, SATS shed 1.04 percent, SembCorp Industries plunged 2.01 percent, Singapore Airlines sank 1.23 percent, Singapore Exchange weakened 1.30 percent, Singapore Press Holdings was down 0.43 percent, SingTel slumped 1.27 percent, United Overseas Bank dropped 1.15 percent, Wilmar International skidded 1.47 percent, Yangzijiang Shipbuilding slid 0.78 percent and Thai Beverage was unchanged.</p><p><blockquote>资产中，Ascendas REIT 下跌 1.03%，凯德综合商业信托下跌 0.51%，City Developments 下跌 1.77%，Comfort DelGro 下跌 1.46%，Dairy Farm International 下跌 4.01%，星展集团下跌 0.89%，云顶新加坡暴跌 2.60%，吉宝公司下跌 1.75%，丰树商业信托下跌 1.49%，丰树物流信托和新加坡科技工程均下跌 1.61%，华侨银行下跌 1.50%，SATS 下跌 1.04%，胜科实业下跌 2.01%，新加坡航空下跌 1.23%，新加坡交易所下跌 1.30%，新加坡报业控股下跌 0.43%，新加坡电信下跌 1.27%，大华银行下跌 1.15%，丰益嘉里</blockquote></p><p> The lead from Wall Street is negative as the major averages opened sharply lower on Monday and remained that way throughout the session.</p><p><blockquote>华尔街的领先优势是负面的，因为主要股指周一大幅开盘走低，并在整个交易日保持这种走势。</blockquote></p><p> The Dow dropped 433.28 points or 1.23 percent to finish at 34,932.16, while the NASDAQ sank 188.74 points or 1.24 percent to close at 14,980.94 and the S&amp;P 500 lost 52.62 points or 1.14 percent to end at 4,568.02.</p><p><blockquote>道琼斯指数下跌433.28点或1.23%，收于34932.16点，纳斯达克指数下跌188.74点或1.24%，收于14980.94点，标普500指数下跌52.62点或1.14%，收于4568.02点。</blockquote></p><p> Concerns about the rapid spread of the Omicron variant of the&nbsp;coronavirus&nbsp;contributed to the weakness on Wall Street. With the World Health Organization saying the number of cases is doubling in 1.5 to 3 days in areas with community transmission, traders seem worried the new strain could derail the global economic recovery.</p><p><blockquote>对冠状病毒奥密克戎变种快速传播的担忧导致了华尔街的疲软。世界卫生组织表示，社区传播地区的病例数量在1.5至3天内翻了一番，交易员似乎担心这种新毒株可能会破坏全球经济复苏。</blockquote></p><p> The spread of the Omicron variant could also lead to further global supply chain issues, which have contributed to elevated inflation.</p><p><blockquote>奥密克戎变种的传播也可能导致进一步的全球供应链问题，从而导致通胀上升。</blockquote></p><p> Democratic West Virgina senator Joe Manchin's announcement that he will not support the Biden administration's Build Back Better plan added to the negative sentiment.</p><p><blockquote>民主党西弗吉尼亚州参议员乔·曼钦宣布他不会支持拜登政府的“重建更好”计划，这加剧了负面情绪。</blockquote></p><p> Crude oil futures settled sharply lower Monday as a rapid surge in Omicron variant of the coronavirus and stricter restrictions on movements in several countries raised concerns about outlook for energy demand. West Texas Intermediate Crude oil futures for February ended down by $2.63 or 3.7 percent at $68.23 a barrel.</p><p><blockquote>原油期货周一大幅走低，原因是冠状病毒奥密克戎变种的迅速激增以及几个国家对行动的更严格限制引发了人们对能源需求前景的担忧。2月份西德克萨斯中质原油期货收盘下跌2.63美元，跌幅3.7%，至每桶68.23美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.rttnews.com/3250618/continued-consolidation-anticipated-for-singapore-stock-market.aspx\">RTTNews</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3250618/continued-consolidation-anticipated-for-singapore-stock-market.aspx","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120669458","content_text":"The Singapore stock market has finished lower in back-to-back trading days, slumping more than 40 points or 1.3 percent along the way. The Straits Times Index now sits just above the 3,070-point plateau and it may take further damage again on Tuesday.\nThe global forecast for the Asian markets suggests continued consolidation on rising Omicron COVID-19 concerns. The European and U.S. markets were solidly lower and the Asian markets are tipped to open in similar fashion.\nThe STI finished sharply lower on Monday with losses in every sector - most notably, financials, properties and industrials.\nFor the day, the index dropped 38.66 points or 1.24 percent to finish at 3,072.97 after trading between 3,068.21 and 3,098.49. Volume was 1.1 billion shares worth 1.03 billion Singapore dollars. There were 369 decliners and 147 gainers.\nAmong the actives, Ascendas REIT lost 1.03 percent, while CapitaLand Integrated Commercial Trust dipped 0.51 percent, City Developments tanked 1.77 percent, Comfort DelGro stumbled 1.46 percent, Dairy Farm International cratered 4.01 percent, DBS Group fell 0.89 percent, Genting Singapore plummeted 2.60 percent, Keppel Corp tumbled 1.75 percent, Mapletree Commercial Trust retreated 1.49 percent, Mapletree Logistics Trust and Singapore Technologies Engineering both surrendered 1.61 percent, Oversea-Chinese Banking Corporation declined 1.50 percent, SATS shed 1.04 percent, SembCorp Industries plunged 2.01 percent, Singapore Airlines sank 1.23 percent, Singapore Exchange weakened 1.30 percent, Singapore Press Holdings was down 0.43 percent, SingTel slumped 1.27 percent, United Overseas Bank dropped 1.15 percent, Wilmar International skidded 1.47 percent, Yangzijiang Shipbuilding slid 0.78 percent and Thai Beverage was unchanged.\nThe lead from Wall Street is negative as the major averages opened sharply lower on Monday and remained that way throughout the session.\nThe Dow dropped 433.28 points or 1.23 percent to finish at 34,932.16, while the NASDAQ sank 188.74 points or 1.24 percent to close at 14,980.94 and the S&P 500 lost 52.62 points or 1.14 percent to end at 4,568.02.\nConcerns about the rapid spread of the Omicron variant of the coronavirus contributed to the weakness on Wall Street. With the World Health Organization saying the number of cases is doubling in 1.5 to 3 days in areas with community transmission, traders seem worried the new strain could derail the global economic recovery.\nThe spread of the Omicron variant could also lead to further global supply chain issues, which have contributed to elevated inflation.\nDemocratic West Virgina senator Joe Manchin's announcement that he will not support the Biden administration's Build Back Better plan added to the negative sentiment.\nCrude oil futures settled sharply lower Monday as a rapid surge in Omicron variant of the coronavirus and stricter restrictions on movements in several countries raised concerns about outlook for energy demand. West Texas Intermediate Crude oil futures for February ended down by $2.63 or 3.7 percent at $68.23 a barrel.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":4574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693545001,"gmtCreate":1640053672807,"gmtModify":1640054333395,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693545001","repostId":"1198736123","repostType":4,"isVote":1,"tweetType":1,"viewCount":4137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693542392,"gmtCreate":1640053619415,"gmtModify":1640054318022,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"themes":[],"title":"","htmlText":"It is good time to buy when they are down","listText":"It is good time to buy when they are down","text":"It is good time to buy when they are down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693542392","repostId":"1198357593","repostType":4,"repost":{"id":"1198357593","kind":"news","pubTimestamp":1640052081,"share":"https://www.laohunote.com/m/news/1198357593?lang=zh_CN&edition=full","pubTime":"2021-12-21 10:01","market":"us","language":"en","title":"NIO, LI, XPEV Stocks: Why Are Chinese EV Stocks Hitting the Brakes Today<blockquote>蔚来、李、XPEV 股票：为什么中国电动汽车股票今天踩刹车</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198357593","media":"InvestorPlace","summary":"Chinese electric vehicle companies Nio(NYSE:NIO),Li(NASDAQ:LI), and Xpeng(NYSE:XPEV) each closed dow","content":"<p><div> Chinese electric vehicle companies Nio(NYSE:NIO),Li(NASDAQ:LI), and Xpeng(NYSE:XPEV) each closed down roughly 6% today. It seems Chinese EV stocks can’t catch a break as diminished 2022 outlooks ...</p><p><blockquote><div>中国电动汽车公司蔚来（纽约证券交易所股票代码：NIO）、理想（纳斯达克股票代码：LI）和小鹏汽车（纽约证券交易所股票代码：XPEV）今天收盘均下跌约 6%。由于 2022 年前景黯淡，中国电动汽车股似乎无法突破....</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/nio-li-xpev-stocks-why-are-chinese-ev-stocks-hitting-the-brakes-today/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/nio-li-xpev-stocks-why-are-chinese-ev-stocks-hitting-the-brakes-today/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>NIO, LI, XPEV Stocks: Why Are Chinese EV Stocks Hitting the Brakes Today<blockquote>蔚来、李、XPEV 股票：为什么中国电动汽车股票今天踩刹车</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\">\nNIO, LI, XPEV Stocks: Why Are Chinese EV Stocks Hitting the Brakes Today<blockquote>蔚来、李、XPEV 股票：为什么中国电动汽车股票今天踩刹车</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-21 10:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Chinese electric vehicle companies Nio(NYSE:NIO),Li(NASDAQ:LI), and Xpeng(NYSE:XPEV) each closed down roughly 6% today. It seems Chinese EV stocks can’t catch a break as diminished 2022 outlooks ...</p><p><blockquote><div>中国电动汽车公司蔚来（纽约证券交易所股票代码：NIO）、理想（纳斯达克股票代码：LI）和小鹏汽车（纽约证券交易所股票代码：XPEV）今天收盘均下跌约 6%。由于 2022 年前景黯淡，中国电动汽车股似乎无法突破....</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/nio-li-xpev-stocks-why-are-chinese-ev-stocks-hitting-the-brakes-today/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/nio-li-xpev-stocks-why-are-chinese-ev-stocks-hitting-the-brakes-today/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/nio-li-xpev-stocks-why-are-chinese-ev-stocks-hitting-the-brakes-today/\">InvestorPlace</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":{"02015":"理想汽车-W","LI":"理想汽车","09868":"小鹏集团-W","XPEV":"小鹏集团","NIO":"蔚来"},"source_url":"https://investorplace.com/2021/12/nio-li-xpev-stocks-why-are-chinese-ev-stocks-hitting-the-brakes-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198357593","content_text":"Chinese electric vehicle companies Nio(NYSE:NIO),Li(NASDAQ:LI), and Xpeng(NYSE:XPEV) each closed down roughly 6% today. It seems Chinese EV stocks can’t catch a break as diminished 2022 outlooks combined with mounting omicron variant concerns spell trouble.\nToday, Guggenheim offered its take on EV stocks heading into 2022, and it wasn’t particularly optimistic. Analyst Ali Faghri recommends caution in the EV sector. “In the near term, however, we believe EV adoption may fall short of industry forecasts,” he said.\nAlternative-energy vehicle sales are expected to reach around 3 million units in 2022, more than double 2020 numbers. However, this comes as overall car sales in the country fell 13%year over year this past November.\n2022 also brings a host of new players to the China EV market. In the new year, the country will give foreign automakers(almost) free reignin the country. Current laws mandate that foreign companies must operate as a joint venture with local carmakers, with no more than 50% ownership.\nLet’s see what else has the Chinese EV companies bearish today.\nChinese EV Stocks: Competition, Regulation, Supply Shortages\nToyota(NYSE:TM),Volkswagen(OTCMKTS:VWAGY) and Honda(NYSE:HMC) each have elaborate plans for attacking the Chinese EV market as well. This may not bode well for local auto manufacturers. While their market share is at near-historic highs, this may not protect them from the onslaught of new competition.\nToyota has stated that it aims to increase sales of EVs in China by 50% before 2025, with plans to introduce 30 new models by then. Honda has even stated that by 2030, all new models will be electric.\nChinese EV sales have been hit by supply constraints, and specifically, an ongoing chip shortage. With the semiconductor shortages predicted to linger into 2022, this is another sour spot for the high-growth industry.","news_type":1,"symbols_score_info":{"02015":0.9,"NIO":0.9,"09868":0.9,"LI":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":4203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693110271,"gmtCreate":1639983909997,"gmtModify":1639983918683,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"themes":[],"title":"","htmlText":"BYD still a good buy","listText":"BYD still a good buy","text":"BYD still a good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693110271","repostId":"1113383622","repostType":4,"repost":{"id":"1113383622","kind":"news","pubTimestamp":1639976832,"share":"https://www.laohunote.com/m/news/1113383622?lang=zh_CN&edition=full","pubTime":"2021-12-20 13:07","market":"us","language":"en","title":"Warren Buffett scored 3,000% gains in electric car stock without Rivian or Tesla<blockquote>沃伦·巴菲特在没有Rivian或特斯拉的情况下，电动汽车股票上涨了 3,000%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113383622","media":"MoneyWise","summary":"Buffett turned millions into billions without relying on Tesla or Rivian. Here's how.\nProxibid / You","content":"<p>Buffett turned millions into billions without relying on Tesla or Rivian. Here's how.</p><p><blockquote>巴菲特在不依赖特斯拉或Rivian的情况下，将数百万变成了数十亿美元。方法如下。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad3307d70c05b107f55743e899860400\" tg-width=\"1512\" tg-height=\"672\" width=\"100%\" height=\"auto\"><span>Proxibid / YouTube</span></p><p><blockquote><p class=\"t-img-caption\"><span>代理出价 / YouTube</span></p></blockquote></p><p> After a white-hot early November, electric vehicle stocks have declined sharply over the past month or so. But for investors who got in early enough and stuck around, the returns are still solid.</p><p><blockquote>在经历了11月初的白热化之后，电动汽车股在过去一个多月里大幅下跌。但对于那些足够早进入并坚持下去的投资者来说，回报仍然是稳定的。</blockquote></p><p> Rivian Automotive, which debuted on Nasdaq last month at $78 per share, continues to trade near $100. And Lucid Group, which went public through a SPAC deal this summer, remains up 55% over the past two months.</p><p><blockquote>Rivian汽车公司上个月在纳斯达克上市，股价为每股 78 美元，目前股价仍接近 100 美元。今年夏天通过 SPAC 交易上市的 Lucid Group 在过去两个月中仍上涨了 55%。</blockquote></p><p> Then there’s Tesla, which despite its recent pullback, is up a whopping 2,210% over the last five years.</p><p><blockquote>还有特斯拉，尽管最近有所回落，但在过去五年中却上涨了 2210%。</blockquote></p><p> Warren Buffett isn’t known for chasing hype, but that doesn’t mean he’s missing out on the EV boom.</p><p><blockquote>沃伦-巴菲特并不以追逐炒作而闻名，但这并不意味着他错过了电动汽车的热潮。</blockquote></p><p> In fact, Buffett bought into the industry more than a decade ago. He poured hundreds of millions into Chinese electric-vehicle maker BYD, and that bet continues to pay off handsomely.</p><p><blockquote>事实上，巴菲特十多年前就买入了这个行业。他向中国电动汽车制造商比亚迪投入了数亿美元，这一赌注继续获得丰厚的回报。</blockquote></p><p> Here’s a look at the legendary investor’s favorite EV stock — along with two other Chinese manufacturers.</p><p><blockquote>以下是这位传奇投资者最喜欢的电动汽车股票--以及另外两家中国制造商。</blockquote></p><p> <b>BYD (BYDDY)</b></p><p><blockquote><b>比亚迪（BYDDY）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7f83a2c9ca39bfb056f6d2bbadb1b22\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Jengtingchen / Wikimedia Commons</span></p><p><blockquote><p class=\"t-img-caption\"><span>Jengtingchen / 维基共享资源</span></p></blockquote></p><p> In 2008, Buffett’s company Berkshire Hathaway bought 225 million shares of BYD for $232 million.</p><p><blockquote>2008 年，巴菲特的公司伯克希尔-哈撒韦公司以 2.32 亿美元收购了 2.25 亿股比亚迪股票。</blockquote></p><p> Berkshire’s latest shareholder letter shows it still held those shares as of Dec. 31, 2020 — except their market value had surged to roughly $5.9 billion.</p><p><blockquote>伯克希尔最新的股东信显示，截至 2020 年 12 月 31 日，伯克希尔仍持有这些股票--只是这些股票的市值已飙升至约 59 亿美元。</blockquote></p><p> Considering that BYD has gone up another 25% this year, Buffett’s company would have racked up another $1.48 billion gain on that position, assuming he hasn’t sold any shares.</p><p><blockquote>考虑到比亚迪今年又上涨了 25%，假设巴菲特没有出售任何股票，他的公司在这一头寸上还将获得 14.8 亿美元的收益。</blockquote></p><p> And there’s more to the company than just hype. In Q3, BYD sold 183,000 new electric vehicles (including hybrids), up 294% year over year. And when it comes to pure EVs, the company sold 91,616, representing a 186% increase.</p><p><blockquote>这家公司不仅仅是炒作。第三季度，比亚迪售出18.3万辆新电动汽车（含混合动力），同比增长294%。纯电动汽车方面，该公司售出 91,616 辆，增长 186%。</blockquote></p><p> But despite its entrenched position, BYD shares are not listed in America. They only trade over the counter here, so you would need to use a specialized broker. Thankfully, other fast-growing Chinese EV makers have made it to U.S. stock exchanges.</p><p><blockquote>尽管比亚迪的地位根深蒂固，但其股票并未在美国上市。他们在这里只在柜台交易，所以你需要使用专业的经纪人。值得庆幸的是，其他快速增长的中国电动汽车制造商已经在美国证券交易所上市。</blockquote></p><p> <b>NIO (NIO)</b></p><p><blockquote><b>蔚来（蔚来）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe8d7b25f07ea2e14694a7f543120d6e\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Jengtingchen / Wikimedia Commons</span></p><p><blockquote><p class=\"t-img-caption\"><span>Jengtingchen / 维基共享资源</span></p></blockquote></p><p> NIO is one of them.</p><p><blockquote>蔚来就是其中之一。</blockquote></p><p> The company entered the market in December 2017 with a seven-seat premium electric SUV called the ES8. One year later, it debuted the ES6, and in late 2019, NIO added a five-seat “crossover coupe” SUV called the EC6 to its lineup.</p><p><blockquote>该公司于 2017 年 12 月携一款名为 ES8 的七座高端电动 SUV 进入市场。一年后，该公司推出了 ES6，2019 年底，蔚来又在其产品线中增加了一款名为 EC6 的五座 “跨界轿跑车 ”SUV。</blockquote></p><p> The company delivered 24,439 EVs in the third quarter of this year, doubling the number of EVs delivered during the same period last year. As of Nov. 30, cumulative deliveries of NIO’s three models have surpassed 156,000 vehicles.</p><p><blockquote>该公司今年第三季度交付了24,439辆电动汽车，是去年同期电动汽车交付数量的两倍。截至 11 月 30 日，蔚来三款车型的累计交付量已超过 15.6 万辆。</blockquote></p><p> NIO shares have been on a roller coaster ride. Last summer, the stock was trading at less than $10. It skyrocketed to over $60 during the meme stock frenzy earlier this year, before losing a good chunk of the gains. Today, shares are trading at around $30 apiece.</p><p><blockquote>蔚来股价经历了过山车般的波动。去年夏天，该股的交易价格不到 10 美元。在今年早些时候的模因股票狂热期间，它飙升至 60 多美元，然后损失了很大一部分涨幅。如今，股票的交易价格约为每股 30 美元。</blockquote></p><p> <b>XPeng (XPEV)</b></p><p><blockquote><b>小鹏汽车（XPEV）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fdd4c473208cc099fb3fa3f8b2e502e\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Yirangong / Wikimedia Commons</span></p><p><blockquote><p class=\"t-img-caption\"><span>依然宫 / 维基共享资源</span></p></blockquote></p><p> XPeng is another Chinese EV company trading in the U.S. stock market.</p><p><blockquote>小鹏汽车是另一家在美国股市上市的中国电动汽车公司。</blockquote></p><p> It went public in August 2020 with an IPO price of $15. Thanks to the market’s huge appetite for EV stocks over the past year, XPeng shares have climbed to over $40 apiece.</p><p><blockquote>它于2020年8月上市，IPO价格为15美元。由于市场在过去一年中对电动汽车股票的巨大胃口，小鹏汽车的股价已攀升至每股 40 美元以上。</blockquote></p><p> Again, it’s not just hype — business is booming. The automaker is rapidly ramping up production.</p><p><blockquote>同样，这不仅仅是炒作--生意正在蓬勃发展。该汽车制造商正在迅速提高产量。</blockquote></p><p> In Q3, XPeng delivered 25,666 EVs, representing a 199.2% increase year over year and marking a new quarterly record.</p><p><blockquote>第三季度，小鹏汽车交付电动汽车25,666辆，同比增长199.2%，创下新的季度纪录。</blockquote></p><p> Meanwhile, total revenue jumped 187.4% year over year to $887.7 million for the quarter.</p><p><blockquote>与此同时，本季度总收入同比增长 187.4%，达到 8.877 亿美元。</blockquote></p><p></p>","source":"lsy1621813427262","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>Warren Buffett scored 3,000% gains in electric car stock without Rivian or Tesla<blockquote>沃伦·巴菲特在没有Rivian或特斯拉的情况下，电动汽车股票上涨了 3,000%</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\">\nWarren Buffett scored 3,000% gains in electric car stock without Rivian or Tesla<blockquote>沃伦·巴菲特在没有Rivian或特斯拉的情况下，电动汽车股票上涨了 3,000%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MoneyWise</strong><span class=\"h-time small\">2021-12-20 13:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Buffett turned millions into billions without relying on Tesla or Rivian. Here's how.</p><p><blockquote>巴菲特在不依赖特斯拉或Rivian的情况下，将数百万变成了数十亿美元。方法如下。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad3307d70c05b107f55743e899860400\" tg-width=\"1512\" tg-height=\"672\" width=\"100%\" height=\"auto\"><span>Proxibid / YouTube</span></p><p><blockquote><p class=\"t-img-caption\"><span>代理出价 / YouTube</span></p></blockquote></p><p> After a white-hot early November, electric vehicle stocks have declined sharply over the past month or so. But for investors who got in early enough and stuck around, the returns are still solid.</p><p><blockquote>在经历了11月初的白热化之后，电动汽车股在过去一个多月里大幅下跌。但对于那些足够早进入并坚持下去的投资者来说，回报仍然是稳定的。</blockquote></p><p> Rivian Automotive, which debuted on Nasdaq last month at $78 per share, continues to trade near $100. And Lucid Group, which went public through a SPAC deal this summer, remains up 55% over the past two months.</p><p><blockquote>Rivian汽车公司上个月在纳斯达克上市，股价为每股 78 美元，目前股价仍接近 100 美元。今年夏天通过 SPAC 交易上市的 Lucid Group 在过去两个月中仍上涨了 55%。</blockquote></p><p> Then there’s Tesla, which despite its recent pullback, is up a whopping 2,210% over the last five years.</p><p><blockquote>还有特斯拉，尽管最近有所回落，但在过去五年中却上涨了 2210%。</blockquote></p><p> Warren Buffett isn’t known for chasing hype, but that doesn’t mean he’s missing out on the EV boom.</p><p><blockquote>沃伦-巴菲特并不以追逐炒作而闻名，但这并不意味着他错过了电动汽车的热潮。</blockquote></p><p> In fact, Buffett bought into the industry more than a decade ago. He poured hundreds of millions into Chinese electric-vehicle maker BYD, and that bet continues to pay off handsomely.</p><p><blockquote>事实上，巴菲特十多年前就买入了这个行业。他向中国电动汽车制造商比亚迪投入了数亿美元，这一赌注继续获得丰厚的回报。</blockquote></p><p> Here’s a look at the legendary investor’s favorite EV stock — along with two other Chinese manufacturers.</p><p><blockquote>以下是这位传奇投资者最喜欢的电动汽车股票--以及另外两家中国制造商。</blockquote></p><p> <b>BYD (BYDDY)</b></p><p><blockquote><b>比亚迪（BYDDY）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7f83a2c9ca39bfb056f6d2bbadb1b22\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Jengtingchen / Wikimedia Commons</span></p><p><blockquote><p class=\"t-img-caption\"><span>Jengtingchen / 维基共享资源</span></p></blockquote></p><p> In 2008, Buffett’s company Berkshire Hathaway bought 225 million shares of BYD for $232 million.</p><p><blockquote>2008 年，巴菲特的公司伯克希尔-哈撒韦公司以 2.32 亿美元收购了 2.25 亿股比亚迪股票。</blockquote></p><p> Berkshire’s latest shareholder letter shows it still held those shares as of Dec. 31, 2020 — except their market value had surged to roughly $5.9 billion.</p><p><blockquote>伯克希尔最新的股东信显示，截至 2020 年 12 月 31 日，伯克希尔仍持有这些股票--只是这些股票的市值已飙升至约 59 亿美元。</blockquote></p><p> Considering that BYD has gone up another 25% this year, Buffett’s company would have racked up another $1.48 billion gain on that position, assuming he hasn’t sold any shares.</p><p><blockquote>考虑到比亚迪今年又上涨了 25%，假设巴菲特没有出售任何股票，他的公司在这一头寸上还将获得 14.8 亿美元的收益。</blockquote></p><p> And there’s more to the company than just hype. In Q3, BYD sold 183,000 new electric vehicles (including hybrids), up 294% year over year. And when it comes to pure EVs, the company sold 91,616, representing a 186% increase.</p><p><blockquote>这家公司不仅仅是炒作。第三季度，比亚迪售出18.3万辆新电动汽车（含混合动力），同比增长294%。纯电动汽车方面，该公司售出 91,616 辆，增长 186%。</blockquote></p><p> But despite its entrenched position, BYD shares are not listed in America. They only trade over the counter here, so you would need to use a specialized broker. Thankfully, other fast-growing Chinese EV makers have made it to U.S. stock exchanges.</p><p><blockquote>尽管比亚迪的地位根深蒂固，但其股票并未在美国上市。他们在这里只在柜台交易，所以你需要使用专业的经纪人。值得庆幸的是，其他快速增长的中国电动汽车制造商已经在美国证券交易所上市。</blockquote></p><p> <b>NIO (NIO)</b></p><p><blockquote><b>蔚来（蔚来）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe8d7b25f07ea2e14694a7f543120d6e\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Jengtingchen / Wikimedia Commons</span></p><p><blockquote><p class=\"t-img-caption\"><span>Jengtingchen / 维基共享资源</span></p></blockquote></p><p> NIO is one of them.</p><p><blockquote>蔚来就是其中之一。</blockquote></p><p> The company entered the market in December 2017 with a seven-seat premium electric SUV called the ES8. One year later, it debuted the ES6, and in late 2019, NIO added a five-seat “crossover coupe” SUV called the EC6 to its lineup.</p><p><blockquote>该公司于 2017 年 12 月携一款名为 ES8 的七座高端电动 SUV 进入市场。一年后，该公司推出了 ES6，2019 年底，蔚来又在其产品线中增加了一款名为 EC6 的五座 “跨界轿跑车 ”SUV。</blockquote></p><p> The company delivered 24,439 EVs in the third quarter of this year, doubling the number of EVs delivered during the same period last year. As of Nov. 30, cumulative deliveries of NIO’s three models have surpassed 156,000 vehicles.</p><p><blockquote>该公司今年第三季度交付了24,439辆电动汽车，是去年同期电动汽车交付数量的两倍。截至 11 月 30 日，蔚来三款车型的累计交付量已超过 15.6 万辆。</blockquote></p><p> NIO shares have been on a roller coaster ride. Last summer, the stock was trading at less than $10. It skyrocketed to over $60 during the meme stock frenzy earlier this year, before losing a good chunk of the gains. Today, shares are trading at around $30 apiece.</p><p><blockquote>蔚来股价经历了过山车般的波动。去年夏天，该股的交易价格不到 10 美元。在今年早些时候的模因股票狂热期间，它飙升至 60 多美元，然后损失了很大一部分涨幅。如今，股票的交易价格约为每股 30 美元。</blockquote></p><p> <b>XPeng (XPEV)</b></p><p><blockquote><b>小鹏汽车（XPEV）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fdd4c473208cc099fb3fa3f8b2e502e\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Yirangong / Wikimedia Commons</span></p><p><blockquote><p class=\"t-img-caption\"><span>依然宫 / 维基共享资源</span></p></blockquote></p><p> XPeng is another Chinese EV company trading in the U.S. stock market.</p><p><blockquote>小鹏汽车是另一家在美国股市上市的中国电动汽车公司。</blockquote></p><p> It went public in August 2020 with an IPO price of $15. Thanks to the market’s huge appetite for EV stocks over the past year, XPeng shares have climbed to over $40 apiece.</p><p><blockquote>它于2020年8月上市，IPO价格为15美元。由于市场在过去一年中对电动汽车股票的巨大胃口，小鹏汽车的股价已攀升至每股 40 美元以上。</blockquote></p><p> Again, it’s not just hype — business is booming. The automaker is rapidly ramping up production.</p><p><blockquote>同样，这不仅仅是炒作--生意正在蓬勃发展。该汽车制造商正在迅速提高产量。</blockquote></p><p> In Q3, XPeng delivered 25,666 EVs, representing a 199.2% increase year over year and marking a new quarterly record.</p><p><blockquote>第三季度，小鹏汽车交付电动汽车25,666辆，同比增长199.2%，创下新的季度纪录。</blockquote></p><p> Meanwhile, total revenue jumped 187.4% year over year to $887.7 million for the quarter.</p><p><blockquote>与此同时，本季度总收入同比增长 187.4%，达到 8.877 亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://moneywise.com/investing/stocks/buffett-BYD-december\">MoneyWise</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":{"BRK.B":"伯克希尔B","BYDDY":"比亚迪ADR","XPEV":"小鹏集团","01211":"比亚迪股份","BRK.A":"伯克希尔","NIO":"蔚来"},"source_url":"https://moneywise.com/investing/stocks/buffett-BYD-december","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113383622","content_text":"Buffett turned millions into billions without relying on Tesla or Rivian. Here's how.\nProxibid / YouTube\nAfter a white-hot early November, electric vehicle stocks have declined sharply over the past month or so. But for investors who got in early enough and stuck around, the returns are still solid.\nRivian Automotive, which debuted on Nasdaq last month at $78 per share, continues to trade near $100. And Lucid Group, which went public through a SPAC deal this summer, remains up 55% over the past two months.\nThen there’s Tesla, which despite its recent pullback, is up a whopping 2,210% over the last five years.\nWarren Buffett isn’t known for chasing hype, but that doesn’t mean he’s missing out on the EV boom.\nIn fact, Buffett bought into the industry more than a decade ago. He poured hundreds of millions into Chinese electric-vehicle maker BYD, and that bet continues to pay off handsomely.\nHere’s a look at the legendary investor’s favorite EV stock — along with two other Chinese manufacturers.\nBYD (BYDDY)\nJengtingchen / Wikimedia Commons\nIn 2008, Buffett’s company Berkshire Hathaway bought 225 million shares of BYD for $232 million.\nBerkshire’s latest shareholder letter shows it still held those shares as of Dec. 31, 2020 — except their market value had surged to roughly $5.9 billion.\nConsidering that BYD has gone up another 25% this year, Buffett’s company would have racked up another $1.48 billion gain on that position, assuming he hasn’t sold any shares.\nAnd there’s more to the company than just hype. In Q3, BYD sold 183,000 new electric vehicles (including hybrids), up 294% year over year. And when it comes to pure EVs, the company sold 91,616, representing a 186% increase.\nBut despite its entrenched position, BYD shares are not listed in America. They only trade over the counter here, so you would need to use a specialized broker. Thankfully, other fast-growing Chinese EV makers have made it to U.S. stock exchanges.\nNIO (NIO)\nJengtingchen / Wikimedia Commons\nNIO is one of them.\nThe company entered the market in December 2017 with a seven-seat premium electric SUV called the ES8. One year later, it debuted the ES6, and in late 2019, NIO added a five-seat “crossover coupe” SUV called the EC6 to its lineup.\nThe company delivered 24,439 EVs in the third quarter of this year, doubling the number of EVs delivered during the same period last year. As of Nov. 30, cumulative deliveries of NIO’s three models have surpassed 156,000 vehicles.\nNIO shares have been on a roller coaster ride. Last summer, the stock was trading at less than $10. It skyrocketed to over $60 during the meme stock frenzy earlier this year, before losing a good chunk of the gains. Today, shares are trading at around $30 apiece.\nXPeng (XPEV)\nYirangong / Wikimedia Commons\nXPeng is another Chinese EV company trading in the U.S. stock market.\nIt went public in August 2020 with an IPO price of $15. Thanks to the market’s huge appetite for EV stocks over the past year, XPeng shares have climbed to over $40 apiece.\nAgain, it’s not just hype — business is booming. The automaker is rapidly ramping up production.\nIn Q3, XPeng delivered 25,666 EVs, representing a 199.2% increase year over year and marking a new quarterly record.\nMeanwhile, total revenue jumped 187.4% year over year to $887.7 million for the quarter.","news_type":1,"symbols_score_info":{"BYDDY":0.9,"BRK.A":0.9,"01211":0.9,"NIO":0.9,"BRK.B":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":4963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693137907,"gmtCreate":1639983779118,"gmtModify":1639983779974,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693137907","repostId":"1135422300","repostType":4,"isVote":1,"tweetType":1,"viewCount":4020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693134822,"gmtCreate":1639983747759,"gmtModify":1639983748584,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693134822","repostId":"1130704419","repostType":4,"repost":{"id":"1130704419","kind":"news","pubTimestamp":1639953553,"share":"https://www.laohunote.com/m/news/1130704419?lang=zh_CN&edition=full","pubTime":"2021-12-20 06:39","market":"us","language":"en","title":"Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130704419","media":"Barrons","summary":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per","content":"<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday&nbsp;break,Nike&nbsp;and&nbsp;Micron Technology&nbsp;report on Monday,BlackBerry&nbsp;and&nbsp;General Mills&nbsp;on Tuesday, and&nbsp;CarMax,Cintas,and&nbsp;Paychex&nbsp;on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市，以纪念圣诞节。假期前，耐克和美光科技周一发布报告，黑莓和通用磨坊周二发布报告，CarMax、Cintas 和 Paychex 周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the&nbsp;Conference Board publishes its Leading Economic Index for November, followed&nbsp;by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一，世界大型企业联合会将发布 11 月份领先经济指数，随后于周三发布 12 月份消费者信心指数。</blockquote></p><p> On Thursday, the&nbsp;Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core&nbsp;PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四，经济分析局报告了11月份的个人收入和消费支出。消费者收入预计将增长 0.6%，支出预计将增长 0.5%。美联储首选的通胀指标--核心 PCE 价格指数预计将在 11 月份飙升 4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四，人口普查局发布了11月份的耐用品报告，这将为经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的 11 月份成屋销售和周四公布的 11 月份新屋销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>12/20星期一</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>会议委员会</b>发布 11 月份领先经济指数。一致估计读数为 119，比 10 月份的水平高出 0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为 5%，2022 年增长率将放缓但仍然强劲的 2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>12/21星期二</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems 和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>12月22日星期三</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份的成屋销售。经济学家预测，经季节性调整后的年销量为640万套，略高于10月份，是今年年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas 和 Paychex 在评级举行会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度 GDP 的第三次也是最终估计。经济学家预测，经季节性调整后的年增长率为 2.1%，与 11 月份的第二次估计值持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>会议委员会</b>发布12月份消费者信心指数。与 11 月份的数据大致持平，预计读数为 110。由于对价格上涨以及在较小程度上对 Covid-19 变种的担忧，该指数比今年 6 月达到的疫情后峰值低 15%。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四 12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至 12 月 18 日当周的首次申请失业救济人数。11 月和 12 月平均每周申请失业救济人数为 225,667 人，最终达到大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份的新房销售情况。普遍估计，经季节性调整后，每年新单户住宅销量为 77 万套，比 10 月份增加 2.5 万套。10月份售出的新房销售价格中位数为40.77万美元，而平均销售价格为47.78万美元，均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%，消费每月增长0.5%。相比之下，10 月份的涨幅分别为 0.5% 和 1.3%。美联储首选的通胀指标--核心 PCE 价格指数 10 月份同比上涨 4.1%，为 1991 年以来的最快增速。预计 11 月份将飙升 4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用制成品新订单预计将增长 2.1%，达到 2656 亿美元。不包括运输，新订单增长0.6%，而10月份增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>12/24星期五</b></blockquote></p><p> <b>U.S. equity</b>&nbsp;and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股权</b>固定收益市场因圣诞节休市。</blockquote></p><p></p>","source":"lsy1601382232898","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>Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</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\">\nNike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 06:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday&nbsp;break,Nike&nbsp;and&nbsp;Micron Technology&nbsp;report on Monday,BlackBerry&nbsp;and&nbsp;General Mills&nbsp;on Tuesday, and&nbsp;CarMax,Cintas,and&nbsp;Paychex&nbsp;on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市，以纪念圣诞节。假期前，耐克和美光科技周一发布报告，黑莓和通用磨坊周二发布报告，CarMax、Cintas 和 Paychex 周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the&nbsp;Conference Board publishes its Leading Economic Index for November, followed&nbsp;by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一，世界大型企业联合会将发布 11 月份领先经济指数，随后于周三发布 12 月份消费者信心指数。</blockquote></p><p> On Thursday, the&nbsp;Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core&nbsp;PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四，经济分析局报告了11月份的个人收入和消费支出。消费者收入预计将增长 0.6%，支出预计将增长 0.5%。美联储首选的通胀指标--核心 PCE 价格指数预计将在 11 月份飙升 4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四，人口普查局发布了11月份的耐用品报告，这将为经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的 11 月份成屋销售和周四公布的 11 月份新屋销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>12/20星期一</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>会议委员会</b>发布 11 月份领先经济指数。一致估计读数为 119，比 10 月份的水平高出 0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为 5%，2022 年增长率将放缓但仍然强劲的 2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>12/21星期二</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems 和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>12月22日星期三</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份的成屋销售。经济学家预测，经季节性调整后的年销量为640万套，略高于10月份，是今年年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas 和 Paychex 在评级举行会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度 GDP 的第三次也是最终估计。经济学家预测，经季节性调整后的年增长率为 2.1%，与 11 月份的第二次估计值持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>会议委员会</b>发布12月份消费者信心指数。与 11 月份的数据大致持平，预计读数为 110。由于对价格上涨以及在较小程度上对 Covid-19 变种的担忧，该指数比今年 6 月达到的疫情后峰值低 15%。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四 12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至 12 月 18 日当周的首次申请失业救济人数。11 月和 12 月平均每周申请失业救济人数为 225,667 人，最终达到大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份的新房销售情况。普遍估计，经季节性调整后，每年新单户住宅销量为 77 万套，比 10 月份增加 2.5 万套。10月份售出的新房销售价格中位数为40.77万美元，而平均销售价格为47.78万美元，均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%，消费每月增长0.5%。相比之下，10 月份的涨幅分别为 0.5% 和 1.3%。美联储首选的通胀指标--核心 PCE 价格指数 10 月份同比上涨 4.1%，为 1991 年以来的最快增速。预计 11 月份将飙升 4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用制成品新订单预计将增长 2.1%，达到 2656 亿美元。不包括运输，新订单增长0.6%，而10月份增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>12/24星期五</b></blockquote></p><p> <b>U.S. equity</b>&nbsp;and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股权</b>固定收益市场因圣诞节休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","GIS":"通用磨坊",".DJI":"道琼斯","PAYX":"沛齐","CTAS":"信达思",".IXIC":"NASDAQ Composite","MU":"美光科技","KMX":"车美仕"},"source_url":"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130704419","content_text":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.\nIt will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.\nOn Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.\nAlso Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.\nMonday 12/20\nMicron Technology and Nike report quarterly results.\nThe Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.\nTuesday 12/21\nBlackBerry,FactSet Research Systems,and General Mills announce earnings.\nWednesday 12/22\nThe NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.\nCarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.\nThe Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.\nThe Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.\nThursday 12/23\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.\nThe Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.\nThe BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.\nThe Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{".SPX":0.9,"CTAS":0.9,".DJI":0.9,"MU":0.9,"PAYX":0.9,"KMX":0.9,"GIS":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693134357,"gmtCreate":1639983710178,"gmtModify":1639983711009,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"themes":[],"title":"","htmlText":"It is true","listText":"It is true","text":"It is true","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693134357","repostId":"1183475424","repostType":4,"repost":{"id":"1183475424","kind":"news","pubTimestamp":1639967829,"share":"https://www.laohunote.com/m/news/1183475424?lang=zh_CN&edition=full","pubTime":"2021-12-20 10:37","market":"us","language":"en","title":"Apple Stock: The Strongest Shield Against Rate Hikes<blockquote>苹果股票：抵御加息的最强盾牌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183475424","media":"Seeking Alpha","summary":"Summary\n\nWith inflation running its hottest course in 40 years, the Federal Reserve has decided to a","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>With inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.</li>  <li>While rate hikes have historically deterred investors from growth stocks due to concerns over eroding valuation prospects, the Apple stock has remained largely resilient.</li>  <li>Apple is expected to realize additional upsides ahead, sustained by robust demand for its existing offerings and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles.</li>  <li>Its strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.</li>  <li>As such, Apple's bullish thesis remains intact as it approaches a $3 trillion valuation, despite broader market valuation risks ahead.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf73ac36a98ce54b343c7e6b613f4d9\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>guvendemir/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>随着通胀处于40年来最热的阶段，美联储决定加快刺激缩减时间表，并准备最早在3月份加息。</li><li>尽管由于担心估值前景恶化，加息历来会阻止投资者购买成长型股票，但苹果股票在很大程度上仍然具有弹性。</li><li>在对其现有产品的强劲需求以及 AR/VR 和自动驾驶汽车等新兴技术带来的新机遇的支持下，苹果预计将在未来实现额外的上涨空间。</li><li>其强劲的净现金状况也提供了足够的干粉来为未来几年的额外增长提供资金，而不会在利率上升的情况下产生额外的资本成本。</li><li>因此，尽管未来存在更广泛的市场估值风险，但苹果的看涨论点在其估值接近 3 万亿美元时仍然完好无损。</li></ul><p class=\"t-img-caption\"><span>guvendemir/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> As one of the world’s best performing stocks, Apple(NASDAQ:AAPL)&nbsp;has gained close to 40% this year. The stock, which last peaked at $182.13 not too long ago, is currently less than 7% from being the first U.S. publicly listed company to reach a $3 trillion market value and single-handedly accounts for about 15% of the tech-heavy Nasdaq 100’s performance. Apple’s market value has grown by&nbsp;more than 220x&nbsp;since the late 1990s, buoyed by the company’s continuous ability to capture robust demand for its innovative portfolio of products and services.</p><p><blockquote>作为全球表现最好的股票之一，苹果（纳斯达克股票代码：AAPL）今年上涨了近 40%。该股不久前曾触及 182.13 美元的最高点，目前距离成为第一家市值达到 3 万亿美元的美国上市公司还不到 7%，单枪匹马就占据了以科技股为主的纳斯达克 100 指数业绩的约 15%。自 20 世纪 90 年代末以来，苹果的市值增长了 220 多倍，这得益于该公司持续能够抓住对其创新产品和服务组合的强劲需求。</blockquote></p><p> And Apple’s strong fundamentals are expected to help the stock defy adverse impacts from the imminent rate hikes beginning next year. With inflation running at its hottest in almost four decades, the Federal Reserve decided Wednesday that it will increase the pace at which it is dialing back on the $120 billion monthly bond repurchasing program from $15 billion per month, which began in November, to&nbsp;$30 billion per month. This would effectively conclude the stimulus program, put in place at the onset of the pandemic, coming March, rather than in&nbsp;July as initially planned. Rate hikes are expected to begin soon after to counter rising price pressures, with Federal Reserve Chair Jerome Powell affirming that the process will only begin after tapering ends and at a gradual pace. The latest dot plot indicates potential for the Federal Fund Rate to lift-off from near-zero beginning early 2022 with three quarter-point increases, plus another three in 2023 and two more in 2024. If materialized, the process would up the funds rate to 2.1% by 2024.</p><p><blockquote>苹果强劲的基本面有望帮助该股抵御明年开始即将加息带来的不利影响。随着通胀达到近四十年来的最高点，美联储周三决定加快每月 1200 亿美元债券回购计划的步伐，从 11 月开始的每月 150 亿美元降至每月 300 亿美元。这将有效地结束疫情爆发时实施的刺激计划，即明年3月，而不是最初计划的7月。加息预计将很快开始，以应对不断上升的价格压力，美联储主席杰罗姆·鲍威尔确认，这一过程只有在缩减规模结束后才会开始，并且步伐渐进。最新的点阵图表明，联邦基金利率有可能从 2022 年初的接近于零的水平上升，并上调三个四分之一点，2023 年再上调三个四分之一点，2024 年再上调两个。如果实现，到 2024 年，这一过程将把基金利率提高到 2.1%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ef3ca2d04c1b55a465e12bfae79890e\" tg-width=\"640\" tg-height=\"315\" width=\"100%\" height=\"auto\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博社</span></p></blockquote></p><p> While rate hikes typically cause investors to turn risk averse due to concerns over&nbsp;faster erosion of value on future gains&nbsp;and stalled business growth due to rising costs of capital, especially for high-growth stocks, Apple gained close to 3% upon release of the Fed’s update on policy tightening. The stock closed at $179.30 on December 15th, nearing its peak of $182 on Monday. Apple’s rally, along with similar uptrends observed across other mega-cap tech stocks, accordingly drove intra-day gains of 2.4% for the Nasdaq 100 following the Federal Reserve’s update, indicating investors’ preference to park their money in companies with robust growth prospects to counter risks from the impending rate increases.</p><p><blockquote>虽然加息通常会导致投资者规避风险，因为他们担心未来收益的价值会更快地受到侵蚀，而且由于资本成本上升（尤其是高增长股票）导致业务增长停滞，但在美联储发布紧缩政策的最新消息后，苹果股市上涨了近3%。该股12月15日收于179.30美元，接近周一182美元的峰值。在美联储发布最新消息后，苹果的反弹以及其他大型科技股的类似上升趋势相应地推动了纳斯达克 100 指数盘中上涨 2.4%，这表明投资者更倾向于将资金投入增长前景强劲的公司，以应对即将加息带来的风险。</blockquote></p><p> With the coming holiday season a boon for Apple’s December-quarter sales, the stock’s valuation is expected to enter in the $3 trillion territory sooner than expected. Continued robust demand observed across Apple’s entire product line, generous share buy-backs, and additional revenue contributions expected within the foreseeable future resulting from new, cutting-edge products will also be key catalysts to support the company’s persistently strong fundamentals and keep the stock’s valuation above $3 trillion despite the impending rate hikes. Considering recent developments to the broader market and Apple’s growth prospects, we are raising our 12-month price target for the stock to $209.43.</p><p><blockquote>随着即将到来的假日季对苹果 12 月季度的销售额有利，该股估值预计将比预期更早进入 3 万亿美元大关。苹果整个产品线的持续强劲需求、慷慨的股票回购，以及预计在可预见的未来，新的尖端产品将带来额外的收入贡献，也将成为支撑公司持续强劲基本面的关键催化剂，并在即将加息的情况下将使股票估值保持在 3 万亿美元以上。考虑到大盘的近期发展和苹果的增长前景，我们将该股的 12 个月目标价上调至 209.43 美元。</blockquote></p><p> <b>FY 2021 Overview and Recap of Fundamental Prospects</b></p><p><blockquote><b>2021财年概述及基本前景回顾</b></blockquote></p><p></p><p> Fiscal 2021 was a big year for Apple. The company’s revenues for the year grew 33% from fiscal 2020 to $366 billion, despite on-and-off store closures resulting from recurring coronavirus outbreaks and supply chain constraints that have led to more than $9 billion in lost sales. Every product and service segment achieved record-setting revenues with more than 20% growth from previous year results. Much of the year’s success were attributable to a series of new product launches and feature upgrades. The most notable of which included the 5G-enabled family of iPhone 12s and iPhone 13s, as well as the M1-powered MacBook Pro and iPad Pro.</p><p><blockquote>2021财年对苹果来说是重要的一年。尽管冠状病毒反复爆发和供应链限制导致门店断断续续关闭，导致销售额损失超过 90 亿美元，但该公司全年的收入比 2020 财年增长了 33%，达到 3660 亿美元。每个产品和服务部门都实现了创纪录的收入，比上一年的业绩增长了20%以上。今年的成功很大程度上归功于一系列新产品的发布和功能的升级。其中最引人注目的包括支持5G的iPhone 12s和iPhone 13s系列，以及支持M1的MacBook Pro和iPad Pro。</blockquote></p><p> <b>Key Developments in Products</b></p><p><blockquote><b>产品的主要发展</b></blockquote></p><p> iPhone sales grew by 39% this year, the most amongst other segments, and drove more than half of Apple’s fiscal 2021 revenues. The results were a stark contrast to last year’s slump in demand for the mobile device when consumers braced for pandemic-driven economic uncertainties. iPhone sales are expected to remain robust in coming years as global 5G device upgrades continue to gather pace. The likely launch of a more affordable 5G-enabled iPhone SE in 2022 is also expected to further Apple’s market share gains by&nbsp;attracting switchers&nbsp;from “more than a billion non-premium Android users”, and drive the active installed base to another all-time high. The anticipated momentum is further corroborated by iPhone sales patterns observed in recent quarters following the launch of 5G-enabled iPhone 12s and iPhone 13s, where the number of upgraders and switchers grew by&nbsp;strong double digits. Apple’s strong ties with cell-phone carriers is also expected to drive meaningful iPhone sales contributions in coming years. Reputable wireless carriers in the U.S. like&nbsp;Verizon&nbsp;and&nbsp;AT&amp;T&nbsp;have already been keen on promoting the sale of 5G-enabled devices like the iPhone 12 and iPhone 13 to encourage migration to the 5G network that they have spent billions of dollars on building across the nation. Telecom companies around the world are expected to spend&nbsp;more than $700 billion&nbsp;over the next five years on building-out the 5G network, underscoring significant additional growth opportunities ahead for the iPhone segment as carriers push for the strongest multiyear upgrade cycle in a decade to recoup their investments.</p><p><blockquote>iPhone 今年的销量增长了 39%，是其他细分市场中增长最快的，并贡献了苹果 2021 财年一半以上的收入。这一结果与去年移动设备需求的下滑形成了鲜明对比，当时消费者正在为大流行病带来的经济不确定性做好准备。随着全球5G设备升级步伐不断加快，iPhone销售预计将在未来几年保持强劲。2022 年可能会推出更实惠的支持 5G 的 iPhone SE，这也将吸引 “超过 10 亿非高端安卓用户 ”的转换用户，从而进一步扩大苹果的市场份额，并将活跃安装基数推向历史新高。在支持 5G 的 iPhone 12s 和 iPhone 13s 推出后，最近几个季度观察到的 iPhone 销售模式进一步证实了预期的势头，升级和切换用户的数量强劲增长了两位数。苹果与手机运营商的紧密联系预计也将在未来几年推动 iPhone 的销售贡献。威瑞森和美国电话电报公司等美国知名无线运营商已经热衷于促进iPhone 12和iPhone 13等支持5G的设备的销售，以鼓励向他们花费数十亿美元在全国范围内建设的5G网络迁移。预计全球电信公司将在未来五年内花费超过7000亿美元建设5G网络，这凸显了随着运营商推动十年来最强劲的多年升级周期以收回投资，iPhone领域未来的巨大增长机会。</blockquote></p><p> Mac and iPad sales also grew significantly in fiscal 2021, reaching record revenues of $35.2 billion and $31.9 billion, respectively. Following the introduction of the&nbsp;all-new M1-powered iMac&nbsp;earlier this year, Apple also unveiled the&nbsp;reimagined M1-Pro / M1-Max powered MacBook Pro&nbsp;in October. The custom M1 processors made the newest MacBook “better than any Intel-based device for nearly every productivity use case outside of gaming”. This accordingly drove incredible demand for the portable workstation from a diverse group of consumers, ranging from professional creators and photographers to corporate users and students. The company is estimated to have shipped&nbsp;over 3.2 million units&nbsp;of Mac products during the September quarter, which drove record-setting revenues for the segment, while boosting its rank in global PC sales to fourth place amongst other vendors. The introduction of M1-processors in Apple’s computing products also bolstered its position in capitalizing on the surge in global demand for PCs and multi-purpose tablets by allowing the company to build devices with innovative features that can be seamlessly integrated across its ecosystem of peripheral accessories and services to draw adjacent revenues. With accelerated adoption of hybrid work and study arrangements in the post-pandemic era, global demand for portable workstations like PCs and multi-purpose tablets are expected to remain elevated in coming years – the sectors are expected to grow into a&nbsp;$224.3 billion&nbsp;and$600 billion&nbsp;market, respectively, by 2025, which makes favorable trends for Apple’s Mac and iPad segments.</p><p><blockquote>Mac 和 iPad 销量在 2021 财年也大幅增长，收入分别达到创纪录的 352 亿美元和 319 亿美元。继今年早些时候推出全新M1驱动的iMac后，苹果还在10月份推出了重新设计的M1-Pro/M1-Max驱动的MacBook Pro。定制的 M1 处理器使最新的 MacBook “在游戏以外的几乎所有生产力用例上都优于任何基于英特尔的设备”。这相应地推动了不同消费者群体对便携式工作站的巨大需求，从专业创作者和摄影师到企业用户和学生。据估计，该公司在 9 月份季度的 Mac 产品出货量超过 320 万台，推动了该部门创纪录的收入，同时将其在全球 PC 销量中的排名提升至其他供应商的第四位。在苹果的计算产品中引入 M1 处理器也巩固了其在利用全球对 PC 和多功能平板电脑需求激增的优势方面的地位，使该公司能够制造具有创新功能的设备，这些设备可以在其外围配件和服务生态系统中无缝集成，从而吸引相关收入。随着后大流行病时代混合工作和学习安排的加速采用，预计未来几年全球对个人电脑和多功能平板电脑等便携式工作站的需求将保持高位--到 2025 年，这两个行业的市场预计将分别增长到 2,243 亿美元和 6,000 亿美元，这将为苹果的 Mac 和 iPad 细分市场带来有利趋势。</blockquote></p><p> Recent speculations on Apple’s intentions to&nbsp;strengthen its in-house chip development capacity&nbsp;will likely further the advancement of its technologies offered in coming years and draw additional demand to its products. The company is currently looking for engineers to build-out its capacity in the development of “wireless radios, radio-frequency integrated circuits, and a wireless system-on-chip (“SoC”)”, as well as “semiconductors for connecting Bluetooth and Wi-Fi”. These developments are expected to further enhance seamless integration across Apple’s devices and increase stickiness to its ecosystem of product and service offerings, making its chip unit one of the company’s “most prized assets”.</p><p><blockquote>最近有猜测称，苹果有意加强其内部芯片开发能力，这可能会在未来几年进一步推动其技术的进步，并吸引对其产品的更多需求。该公司目前正在寻找工程师，以增强其在 “无线收音机、射频集成电路和无线片上系统（“SoC”）”以及 “用于连接蓝牙和 Wi-Fi 的半导体”方面的开发能力。这些发展有望进一步增强苹果设备之间的无缝集成，并增加其产品和服务生态系统的粘性，使其芯片部门成为公司 “最宝贵的资产 ”之一。</blockquote></p><p> <b>Key Developments in Services</b></p><p><blockquote><b>服务的主要发展</b></blockquote></p><p></p><p> On the services front, a strong subscriber base had enabled the segment to hit record-setting revenues of more than $68.4 billion in fiscal 2021, up 27% from the prior year. To date, Apple has garnered more than 745 million paid subscribers across its high-margin service offerings, representing a five-fold increase over the last five years. Apple’s increasing push for a subscription-based business model across its wide variety of service platforms, ranging from Apple Music to iCloud storage solutions, paired with attractive new offerings that address key consumer trends in recent years have been a key driver to the company’s fast-expanding margins. New exciting add-on features introduced for existing service platforms include&nbsp;Spatial Audio and Lossless Audiofor Apple Music and the&nbsp;Apple Music Voice Plan. The new subscription-based offerings are expected to further Apple’s reach to adjacent opportunities stemming from increasing global usage of smartphones, laptops and other advanced home electronic products – for instance, the global music streaming market is expected to expand at a CAGR of 16% towards a&nbsp;projected value of $61 billion&nbsp;over the next five years, underscoring significant growth headroom for Apple Music. And Apple’s latest introduction of the&nbsp;Apple One bundle&nbsp;is expected to be a key contributor to furthering service segment sales in coming years by attracting new users to pay for subscription services that they otherwise would not have had it not been for the bundle discounts.</p><p><blockquote>在服务方面，强大的用户群使该部门在 2021 财年的收入创下了超过 684 亿美元的纪录，比上一年增长了 27%。迄今为止，苹果通过其高利润服务产品获得了超过 7.45 亿付费用户，比过去五年增长了五倍。苹果在其从苹果音乐到 iCloud 存储解决方案等各种服务平台上不断推行基于订阅的商业模式，再加上近年来针对主要消费趋势的有吸引力的新产品，一直是该公司利润率快速增长的关键驱动力。为现有服务平台引入的令人兴奋的新附加功能包括苹果音乐的空间音频和无损音频以及苹果音乐语音计划。新的基于订阅的产品有望进一步扩大苹果对智能手机、笔记本电脑和其他先进家用电子产品全球使用量不断增加所带来的邻近机遇的影响力--例如，全球音乐流媒体市场预计将在未来五年内以 16% 的复合年增长率扩大，预计价值将达到 610 亿美元，这凸显了苹果音乐的巨大增长空间。苹果最新推出的苹果 One 捆绑包预计将在未来几年吸引新用户为订阅服务付费，而如果不是捆绑包折扣，他们是不会购买这些服务的。</blockquote></p><p> Continued growth in market demand for mobile applications will also be a boon to Apple’s fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of&nbsp;more than $400 billion&nbsp;over the next five years. With AAPL hosting&nbsp;one of the largest and most used app stores&nbsp;in the world, it would be reasonable to assume that related revenues would grow at a similar pace. Despite&nbsp;mounting global regulatory scrutiny&nbsp;over Apple’s alleged antitrust violations with its App Store – the most notable of which stemming from an ongoing&nbsp;legal battle with Epic Games– the company’s continued focus on ensuring user privacy, security, and ease of transactions might have saved the day. According to a survey of 4,000 Apple product users performed by Morgan Stanley across the U.S. and China, most have indicated loyalty to Apple’s App store due to the “value of security, privacy and ease of transactions” provided, despite developers pushing for rights to transact outside of Apple’s ecosystem. Apple’s recent success in&nbsp;delaying App Store changes&nbsp;ordered by U.S. District Judge Yvonne Gonzalez Rogers in&nbsp;September&nbsp;as part of a year-long lawsuit brought against by Epic Games is another sign of the App Store’s continued strength. The company has argued that the court-mandated order to allow App Store users to “buy directly from developers on the web” would be a threat to the security of their privacy.</p><p><blockquote>移动应用市场需求的持续增长也将有利于苹果快速增长的服务部门。全球移动应用市场预计将以18.4%的CAGR增长，未来五年市值将超过4000亿美元。由于 AAPL 拥有世界上最大、使用最广泛的应用商店之一，因此可以合理地假设相关收入将以类似的速度增长。尽管全球监管机构对苹果的 App Store 涉嫌违反反垄断规定的审查越来越多--其中最引人注目的是与 Epic Games 正在进行的法律诉讼--但该公司继续专注于确保用户隐私、安全和交易便利性可能已经挽救了局面。根据摩根士丹利在美国和中国大陆对 4000 名苹果产品用户进行的调查，大多数人对苹果的应用商店表示忠诚，因为该商店提供了 “安全、隐私和易于交易的价值”，尽管开发者正在推动在苹果生态系统之外进行交易。苹果最近成功推迟了美国地区法官伊冯娜-冈萨雷斯-罗杰斯（Yvonne Gonzalez Rogers）9 月份下令对 App Store 进行的更改，这是 Epic Games 对其提起长达一年的诉讼的一部分，这也是 App Store 持续强大的又一迹象。该公司辩称，法院下令允许 App Store 用户 “直接从网络上的开发者那里购买 ”，这将对他们的隐私安全构成威胁。</blockquote></p><p> Currently, developers are fighting for their rights to have app users transact outside of Apple’s ecosystem, which charges developers a hefty commission fee of up to 30% on all purchases. As Apple continues with its appeal of the ruling, the ultimate court decision on whether App Store changes would need to be implemented could take at least another year. But even with an unfavorable ruling, where Apple would have to allow developers to redirect users to payments outside of its ecosystem and/or lower its in-app purchase commission rate, App Store revenues are only expected to decrease by&nbsp;at most $4 billion per year&nbsp;which will not place a material impact on its valuation prospects. The actual quantified impact might even be less than what the market has forecasted, considering the value that App Store users have ascribed to the level of security and convenience that Apple has offered through the platform.</p><p><blockquote>目前，开发者正在争取让应用程序用户在苹果生态系统之外进行交易的权利，该生态系统向开发者收取高达 30% 的高额佣金。随着苹果继续对该裁决提出上诉，法院关于是否需要实施 App Store 变更的最终裁决可能至少还需要一年时间。但即使做出不利的裁决，苹果将不得不允许开发者将用户重定向到其生态系统之外的支付和/或降低其应用内购买佣金率，App Store的收入预计每年最多也只会减少40亿美元，这不会对其估值前景产生重大影响。考虑到 App Store 用户对苹果通过该平台提供的安全性和便利性水平的重视，实际量化影响甚至可能低于市场预测。</blockquote></p><p> <b>Key Catalysts Ahead</b></p><p><blockquote><b>未来的关键催化剂</b></blockquote></p><p></p><p> Apple is undoubtedly a key gateway to bringing emerging technologies to the mainstream due to its massive installed base of devices and related service platform users. And because of this, the highly anticipated launch of cutting-edge products like AR/VR headsets and autonomous vehicles in coming years will likely catapult the stock to new heights. The pioneer of disruptive consumer electronics and devices is expected to launch a&nbsp;VR headset and AR glasses&nbsp;by early 2023, a nascent technology that has been picking up steam in recent months with increasing talks of the metaverse. Similar to most VR headsets already available in the market, Apple’s will feature a 3D display to enable an immersive environment for a variety of activities from gaming to communicating. The differentiating factor will be the company’s plans to implement best-in-class graphics chips in the device to facilitate ultra-high-resolution displays. The impending VR headset will ultimately lay the foundation for its AR glasses, which Apple expects to be the “larger opportunity”.</p><p><blockquote>由于其庞大的设备安装基数和相关服务平台用户，苹果无疑是将新兴技术带入主流的关键门户。正因为如此，未来几年备受期待的AR/VR耳机和自动驾驶汽车等尖端产品的推出可能会将该股推向新的高度。这家颠覆性消费电子产品和设备的先驱预计将于 2023 年初推出 VR 耳机和 AR 眼镜，这项新兴技术近几个月来随着有关元宇宙的讨论越来越多，势头强劲。与市场上已有的大多数 VR 头显类似，苹果的 VR 头显将采用 3D 显示屏，为从游戏到交流等各种活动提供身临其境的环境。该公司计划在设备中采用一流的图形芯片，以实现超高分辨率显示屏。即将推出的 VR 头显最终将为其 AR 眼镜奠定基础，苹果预计这将是 “更大的机会”。</blockquote></p><p> Over the next five years, opportunities pertaining to the metaverse are expected to blossom into an&nbsp;$800 billion market. Related software and service sales are expected to drive more than 70% of the projected addressable market, while the remainder will likely be driven by hardware sales. This makes strong tailwinds for Apple, which does not only stand to capitalize on growing metaverse opportunities through the sale of its impending AR/VR headset, but also adjacent revenues pertaining to the usage of related apps, software and service platforms.</p><p><blockquote>未来五年，与元宇宙相关的机会预计将发展成为一个价值 8000 亿美元的市场。相关软件和服务销售预计将推动预计潜在市场的 70% 以上，而其余部分可能由硬件销售推动。这为苹果带来了强劲的推动力，该公司不仅可以通过销售即将推出的 AR/VR 耳机来利用不断增长的元宇宙机会，还可以利用与使用相关应用程序、软件和服务平台相关的相关收入。</blockquote></p><p> Speculations on Apple’s ongoing development of&nbsp;a self-driving electric car&nbsp;is also expected to materialize into meaningful upsides for the stock within the foreseeable future. The company is now planning to launch the new product category by 2025, at which time the global autonomous vehicle market is expected to reach a value of&nbsp;more than $200 billion. The eventual car will likely feature homages to its existing product portfolio, like an “iPad-like touch screen” infotainment system. And on the technology front, Apple is believed to have completed the development of a custom silicon for powering the vehicle’s autonomous driving capabilities. The newest chips will soon be implemented into its existing fleet of retrofitted SUVs for testing in California according to the state’s DMV, a sign that the impending launch is near.</p><p><blockquote>在可预见的未来，关于苹果正在开发自动驾驶电动汽车的猜测也有望为该股带来有意义的上涨空间。该公司目前计划在2025年前推出新产品类别，届时全球自动驾驶汽车市场价值预计将超过2000亿美元。最终推出的汽车很可能会向其现有的产品组合致敬，比如 “类似 iPad 的触摸屏 ”信息娱乐系统。在技术方面，据信苹果已经完成了为汽车自动驾驶功能提供动力的定制硅的开发。据加州车管所称，最新芯片将很快应用于其现有的改装 SUV 车队，以便在加州进行测试，这表明即将推出的芯片即将到来。</blockquote></p><p> While Apple’s current market value may already be reflective of “consistent material revenue contributions from new products and services over time”, additional upsides from the above-mentioned new product category launches are still missing. But this will likely change within the next 12 months as the impending launch of an Apple AR/VR device draws near. Near-term projections on early AR/VR device sales are expected to boost Apple’s valuation by&nbsp;at least $150 billion. And over time when metaverse trends continue to gain mainstream traction, Apple is expected to generate more than $200 billion in annual revenues from the AR/VR segment, which could add another 15% on top of its current market value.</p><p><blockquote>虽然苹果目前的市值可能已经反映了 “随着时间的推移，新产品和服务对收入的持续贡献”，但上述新产品类别的推出仍未带来额外的好处。但随着苹果AR/VR设备即将推出，这种情况可能会在未来12个月内发生变化。对早期 AR/VR 设备销售的近期预测预计将使苹果的估值至少提高 1500 亿美元。随着时间的推移，随着元宇宙趋势继续获得主流牵引力，苹果预计将从 AR/VR 领域产生超过 2000 亿美元的年收入，这可能会在其当前市值的基础上再增加 15%。</blockquote></p><p> <b>Valuation Prospects and Potential Impacts from the Impending Rate Increases</b></p><p><blockquote><b>即将加息的估值前景和潜在影响</b></blockquote></p><p> Adjusting our most recent forecast for Apple’s fiscal 2021 year-end results and December-quarter guidance, our base case projection estimates total net sales of $439.3 billion by the end of fiscal 2022, with further growth towards $668.5 billion by fiscal 2026. The growth assumptions applied across segment revenues in our forecast remains largely unchanged from our&nbsp;most recent analysis&nbsp;on the stock, with additional consideration for management’s near-term outlook on supply constraint impacts and the impending rate hikes. Specifically, lost revenues of $9 billion (i.e. approximately $3 billion during June-quarter and $6 billion during September-quarter) attributable to industry-wide chip shortages and pandemic-driven manufacturing delays during the second half of fiscal 2021 is expected to worsen into the first half of fiscal 2022. While there have been observed improvements to supply chain challenges, continuously robust demand for Apple products is what will drive a higher volume of lost sales in coming quarters. Nonetheless, Apple remains well-positioned for strong fundamentals ahead, which will help to alleviate some of investors’ concerns on valuation due to impending rate hikes.</p><p><blockquote>调整我们对苹果 2021 财年年终业绩和 12 月份季度指引的最新预测后，我们的基本案例预测预计到 2022 财年末，净销售总额将达到 4393 亿美元，到 2026 财年将进一步增长至 6685 亿美元。在我们的预测中，各部门收入的增长假设与我们最近对该股的分析基本保持不变，但还额外考虑了管理层对供应紧张影响和即将加息的近期展望。具体来说，2021 财年下半年全行业芯片短缺和大流行导致的制造延误造成的 90 亿美元收入损失（即 6 月份季度约 30 亿美元，9 月份季度约 60 亿美元）预计将恶化到 2022 财年上半年。虽然供应链挑战有所改善，但对苹果产品的持续强劲需求将推动未来几个季度销售额的增加。尽管如此，苹果未来的基本面依然强劲，这将有助于缓解投资者因即将加息而对估值的一些担忧。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b5aa95136cfca6f95b962ea36eadab74\" tg-width=\"640\" tg-height=\"257\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <i>i. Base Case Financial Projections:</i></p><p><blockquote><i>i. 基本情况财务预测：</i></blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6585b165abd25fab7d171dd944d05156\" tg-width=\"640\" tg-height=\"316\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecast (Apple_-_Forecasted_Financial_Information.pdf). Please refer here for further detail on material growth assumptions applied.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者，数据来自我们的内部财务预测（Apple_-_Forecasted_Financial_Information.pdf）。有关应用的重大增长假设的进一步详情，请参阅此处。</span></p></blockquote></p><p> Drawing on the above considerations, our 12-month price target for the Apple stock has been revised to $209.43. This represents upside potential of more than 22% based on the last traded price of $171.14 on December 17th.</p><p><blockquote>基于上述考虑，我们对苹果股票的 12 个月目标价已修正至 209.43 美元。根据 12 月 17 日最后交易价格 171.14 美元计算，这意味着超过 22% 的上涨潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e88e904b5b900fbcdf4541d856570e2d\" tg-width=\"640\" tg-height=\"230\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者，数据来自我们的内部估值分析。</span></p></blockquote></p><p> The revised price target is derived using a discounted cash flow (“DCF”) analysis over a ten-year discrete period in conjunction with the financial projections updated for Apple’s recent developments as analyzed in earlier sections. Similar to our original valuation analysis, we have applied a WACC of 8% to discount Apple’s projected free cash flows. The discount function is reflective of the company’s risk profile, taking into consideration its current capital structure and strong balance sheet. Apple’s cost of capital for growth is not expected to change significantly as a result of the impending rate hikes, considering a large portion of its existing debt are fixed-rate notes. The company also boasts a consistently robust net cash position, in which management intends to deploy towards additional growth without having to incur incremental capital costs ahead of interest rate increases. This is expected to further cement investors’ confidence in the Apple stock, as they continue their “flight to quality” amidst fear of broader market pressure from rising interest rates.</p><p><blockquote>修订后的价格目标是使用十年离散期间的贴现现金流（“DCF”）分析，结合前面章节分析的苹果近期发展的最新财务预测得出的。与我们最初的估值分析类似，我们采用了 8% 的 WACC 来贴现苹果的预计自由现金流。考虑到公司目前的资本结构和稳健的资产负债表，贴现函数反映了公司的风险状况。考虑到苹果现有债务中有很大一部分是固定利率票据，预计其增长的资本成本不会因即将加息而发生重大变化。该公司还拥有持续强劲的净现金状况，管理层打算在利率上升之前部署额外增长，而不必承担额外的资本成本。预计这将进一步增强水泥投资者对苹果股票的信心，因为他们在担心利率上升会带来更广泛的市场压力的情况下，继续 “向优质方向飞奔”。</blockquote></p><p> The valuation analysis also assumes an exit multiple of 19.8x, which is consistent with current market expectations on Apple’s growth trajectory over the forecasted period. The applied exit multiple assumption could even improve further within the next 12 months, considering the impending launch of new product segments like AR/VR devices and autonomous vehicles, and offset any potential impacts from the upcoming increases to interest rates.</p><p><blockquote>估值分析还假设退出倍数为 19.8 倍，这与当前市场对苹果在预测期内增长轨迹的预期一致。考虑到AR/VR设备和自动驾驶汽车等新产品细分市场即将推出，所应用的退出倍数假设甚至可能在未来12个月内进一步改善，并抵消即将到来的加息带来的任何潜在影响。</blockquote></p><p> <i>i. Base Case Valuation Analysis:</i></p><p><blockquote><i>一、基本案例估值分析：</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/81f992ef8b2b59ea879f69a7b1e7ad52\" tg-width=\"640\" tg-height=\"300\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <i>ii. Sensitivity Analysis:</i></p><p><blockquote><i>ii.敏感性分析：</i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da8b21dae04fd263929ab26bd8d83907\" tg-width=\"640\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者，数据来自我们的内部估值分析。</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Based on the foregoing analysis, the anticipated addition of 175 to 200 basis points to the current near-zero Federal Fund Rate over the next two years is not expected to cause material adverse impacts to Apple’s performance from both a fundamental and valuation perspective. Robust global demand for Apple products and services, paired with new innovations are expected to further bolster the company’s fundamental growth prospects. This would accordingly bring additional improvements to Apple’s balance sheet, and further strengthen its position against downward valuation pressures from broader macro headwinds. In fact, increasing demand for quality growth stocks to counter risks resulting from the impending rate hikes might even fuel Apple’s valuation growth momentum. On these considerations, Apple remains one of the best-performing tech stocks to own given its robust uptrend to $3 trillion in the near-term despite impending rate hikes.</p><p><blockquote>根据上述分析，从基本面和估值角度来看，预计未来两年在目前接近于零的联邦基金利率基础上增加 175 至 200 个基点，预计不会对苹果的业绩造成重大不利影响。全球对苹果产品和服务的强劲需求，加上新的创新，预计将进一步提振公司的基本增长前景。因此，这将进一步改善苹果的资产负债表，并进一步加强其抵御更广泛宏观逆风带来的估值下行压力的地位。事实上，为应对即将加息带来的风险，对优质成长型股票的需求不断增加，甚至可能推动苹果的估值增长势头。出于这些考虑，尽管即将加息，但苹果仍然是表现最好的科技股之一，因为其近期仍呈现强劲上升趋势，达到 3 万亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: The Strongest Shield Against Rate Hikes<blockquote>苹果股票：抵御加息的最强盾牌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: The Strongest Shield Against Rate Hikes<blockquote>苹果股票：抵御加息的最强盾牌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-20 10:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>With inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.</li>  <li>While rate hikes have historically deterred investors from growth stocks due to concerns over eroding valuation prospects, the Apple stock has remained largely resilient.</li>  <li>Apple is expected to realize additional upsides ahead, sustained by robust demand for its existing offerings and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles.</li>  <li>Its strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.</li>  <li>As such, Apple's bullish thesis remains intact as it approaches a $3 trillion valuation, despite broader market valuation risks ahead.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf73ac36a98ce54b343c7e6b613f4d9\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>guvendemir/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>随着通胀处于40年来最热的阶段，美联储决定加快刺激缩减时间表，并准备最早在3月份加息。</li><li>尽管由于担心估值前景恶化，加息历来会阻止投资者购买成长型股票，但苹果股票在很大程度上仍然具有弹性。</li><li>在对其现有产品的强劲需求以及 AR/VR 和自动驾驶汽车等新兴技术带来的新机遇的支持下，苹果预计将在未来实现额外的上涨空间。</li><li>其强劲的净现金状况也提供了足够的干粉来为未来几年的额外增长提供资金，而不会在利率上升的情况下产生额外的资本成本。</li><li>因此，尽管未来存在更广泛的市场估值风险，但苹果的看涨论点在其估值接近 3 万亿美元时仍然完好无损。</li></ul><p class=\"t-img-caption\"><span>guvendemir/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> As one of the world’s best performing stocks, Apple(NASDAQ:AAPL)&nbsp;has gained close to 40% this year. The stock, which last peaked at $182.13 not too long ago, is currently less than 7% from being the first U.S. publicly listed company to reach a $3 trillion market value and single-handedly accounts for about 15% of the tech-heavy Nasdaq 100’s performance. Apple’s market value has grown by&nbsp;more than 220x&nbsp;since the late 1990s, buoyed by the company’s continuous ability to capture robust demand for its innovative portfolio of products and services.</p><p><blockquote>作为全球表现最好的股票之一，苹果（纳斯达克股票代码：AAPL）今年上涨了近 40%。该股不久前曾触及 182.13 美元的最高点，目前距离成为第一家市值达到 3 万亿美元的美国上市公司还不到 7%，单枪匹马就占据了以科技股为主的纳斯达克 100 指数业绩的约 15%。自 20 世纪 90 年代末以来，苹果的市值增长了 220 多倍，这得益于该公司持续能够抓住对其创新产品和服务组合的强劲需求。</blockquote></p><p> And Apple’s strong fundamentals are expected to help the stock defy adverse impacts from the imminent rate hikes beginning next year. With inflation running at its hottest in almost four decades, the Federal Reserve decided Wednesday that it will increase the pace at which it is dialing back on the $120 billion monthly bond repurchasing program from $15 billion per month, which began in November, to&nbsp;$30 billion per month. This would effectively conclude the stimulus program, put in place at the onset of the pandemic, coming March, rather than in&nbsp;July as initially planned. Rate hikes are expected to begin soon after to counter rising price pressures, with Federal Reserve Chair Jerome Powell affirming that the process will only begin after tapering ends and at a gradual pace. The latest dot plot indicates potential for the Federal Fund Rate to lift-off from near-zero beginning early 2022 with three quarter-point increases, plus another three in 2023 and two more in 2024. If materialized, the process would up the funds rate to 2.1% by 2024.</p><p><blockquote>苹果强劲的基本面有望帮助该股抵御明年开始即将加息带来的不利影响。随着通胀达到近四十年来的最高点，美联储周三决定加快每月 1200 亿美元债券回购计划的步伐，从 11 月开始的每月 150 亿美元降至每月 300 亿美元。这将有效地结束疫情爆发时实施的刺激计划，即明年3月，而不是最初计划的7月。加息预计将很快开始，以应对不断上升的价格压力，美联储主席杰罗姆·鲍威尔确认，这一过程只有在缩减规模结束后才会开始，并且步伐渐进。最新的点阵图表明，联邦基金利率有可能从 2022 年初的接近于零的水平上升，并上调三个四分之一点，2023 年再上调三个四分之一点，2024 年再上调两个。如果实现，到 2024 年，这一过程将把基金利率提高到 2.1%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ef3ca2d04c1b55a465e12bfae79890e\" tg-width=\"640\" tg-height=\"315\" width=\"100%\" height=\"auto\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博社</span></p></blockquote></p><p> While rate hikes typically cause investors to turn risk averse due to concerns over&nbsp;faster erosion of value on future gains&nbsp;and stalled business growth due to rising costs of capital, especially for high-growth stocks, Apple gained close to 3% upon release of the Fed’s update on policy tightening. The stock closed at $179.30 on December 15th, nearing its peak of $182 on Monday. Apple’s rally, along with similar uptrends observed across other mega-cap tech stocks, accordingly drove intra-day gains of 2.4% for the Nasdaq 100 following the Federal Reserve’s update, indicating investors’ preference to park their money in companies with robust growth prospects to counter risks from the impending rate increases.</p><p><blockquote>虽然加息通常会导致投资者规避风险，因为他们担心未来收益的价值会更快地受到侵蚀，而且由于资本成本上升（尤其是高增长股票）导致业务增长停滞，但在美联储发布紧缩政策的最新消息后，苹果股市上涨了近3%。该股12月15日收于179.30美元，接近周一182美元的峰值。在美联储发布最新消息后，苹果的反弹以及其他大型科技股的类似上升趋势相应地推动了纳斯达克 100 指数盘中上涨 2.4%，这表明投资者更倾向于将资金投入增长前景强劲的公司，以应对即将加息带来的风险。</blockquote></p><p> With the coming holiday season a boon for Apple’s December-quarter sales, the stock’s valuation is expected to enter in the $3 trillion territory sooner than expected. Continued robust demand observed across Apple’s entire product line, generous share buy-backs, and additional revenue contributions expected within the foreseeable future resulting from new, cutting-edge products will also be key catalysts to support the company’s persistently strong fundamentals and keep the stock’s valuation above $3 trillion despite the impending rate hikes. Considering recent developments to the broader market and Apple’s growth prospects, we are raising our 12-month price target for the stock to $209.43.</p><p><blockquote>随着即将到来的假日季对苹果 12 月季度的销售额有利，该股估值预计将比预期更早进入 3 万亿美元大关。苹果整个产品线的持续强劲需求、慷慨的股票回购，以及预计在可预见的未来，新的尖端产品将带来额外的收入贡献，也将成为支撑公司持续强劲基本面的关键催化剂，并在即将加息的情况下将使股票估值保持在 3 万亿美元以上。考虑到大盘的近期发展和苹果的增长前景，我们将该股的 12 个月目标价上调至 209.43 美元。</blockquote></p><p> <b>FY 2021 Overview and Recap of Fundamental Prospects</b></p><p><blockquote><b>2021财年概述及基本前景回顾</b></blockquote></p><p></p><p> Fiscal 2021 was a big year for Apple. The company’s revenues for the year grew 33% from fiscal 2020 to $366 billion, despite on-and-off store closures resulting from recurring coronavirus outbreaks and supply chain constraints that have led to more than $9 billion in lost sales. Every product and service segment achieved record-setting revenues with more than 20% growth from previous year results. Much of the year’s success were attributable to a series of new product launches and feature upgrades. The most notable of which included the 5G-enabled family of iPhone 12s and iPhone 13s, as well as the M1-powered MacBook Pro and iPad Pro.</p><p><blockquote>2021财年对苹果来说是重要的一年。尽管冠状病毒反复爆发和供应链限制导致门店断断续续关闭，导致销售额损失超过 90 亿美元，但该公司全年的收入比 2020 财年增长了 33%，达到 3660 亿美元。每个产品和服务部门都实现了创纪录的收入，比上一年的业绩增长了20%以上。今年的成功很大程度上归功于一系列新产品的发布和功能的升级。其中最引人注目的包括支持5G的iPhone 12s和iPhone 13s系列，以及支持M1的MacBook Pro和iPad Pro。</blockquote></p><p> <b>Key Developments in Products</b></p><p><blockquote><b>产品的主要发展</b></blockquote></p><p> iPhone sales grew by 39% this year, the most amongst other segments, and drove more than half of Apple’s fiscal 2021 revenues. The results were a stark contrast to last year’s slump in demand for the mobile device when consumers braced for pandemic-driven economic uncertainties. iPhone sales are expected to remain robust in coming years as global 5G device upgrades continue to gather pace. The likely launch of a more affordable 5G-enabled iPhone SE in 2022 is also expected to further Apple’s market share gains by&nbsp;attracting switchers&nbsp;from “more than a billion non-premium Android users”, and drive the active installed base to another all-time high. The anticipated momentum is further corroborated by iPhone sales patterns observed in recent quarters following the launch of 5G-enabled iPhone 12s and iPhone 13s, where the number of upgraders and switchers grew by&nbsp;strong double digits. Apple’s strong ties with cell-phone carriers is also expected to drive meaningful iPhone sales contributions in coming years. Reputable wireless carriers in the U.S. like&nbsp;Verizon&nbsp;and&nbsp;AT&amp;T&nbsp;have already been keen on promoting the sale of 5G-enabled devices like the iPhone 12 and iPhone 13 to encourage migration to the 5G network that they have spent billions of dollars on building across the nation. Telecom companies around the world are expected to spend&nbsp;more than $700 billion&nbsp;over the next five years on building-out the 5G network, underscoring significant additional growth opportunities ahead for the iPhone segment as carriers push for the strongest multiyear upgrade cycle in a decade to recoup their investments.</p><p><blockquote>iPhone 今年的销量增长了 39%，是其他细分市场中增长最快的，并贡献了苹果 2021 财年一半以上的收入。这一结果与去年移动设备需求的下滑形成了鲜明对比，当时消费者正在为大流行病带来的经济不确定性做好准备。随着全球5G设备升级步伐不断加快，iPhone销售预计将在未来几年保持强劲。2022 年可能会推出更实惠的支持 5G 的 iPhone SE，这也将吸引 “超过 10 亿非高端安卓用户 ”的转换用户，从而进一步扩大苹果的市场份额，并将活跃安装基数推向历史新高。在支持 5G 的 iPhone 12s 和 iPhone 13s 推出后，最近几个季度观察到的 iPhone 销售模式进一步证实了预期的势头，升级和切换用户的数量强劲增长了两位数。苹果与手机运营商的紧密联系预计也将在未来几年推动 iPhone 的销售贡献。威瑞森和美国电话电报公司等美国知名无线运营商已经热衷于促进iPhone 12和iPhone 13等支持5G的设备的销售，以鼓励向他们花费数十亿美元在全国范围内建设的5G网络迁移。预计全球电信公司将在未来五年内花费超过7000亿美元建设5G网络，这凸显了随着运营商推动十年来最强劲的多年升级周期以收回投资，iPhone领域未来的巨大增长机会。</blockquote></p><p> Mac and iPad sales also grew significantly in fiscal 2021, reaching record revenues of $35.2 billion and $31.9 billion, respectively. Following the introduction of the&nbsp;all-new M1-powered iMac&nbsp;earlier this year, Apple also unveiled the&nbsp;reimagined M1-Pro / M1-Max powered MacBook Pro&nbsp;in October. The custom M1 processors made the newest MacBook “better than any Intel-based device for nearly every productivity use case outside of gaming”. This accordingly drove incredible demand for the portable workstation from a diverse group of consumers, ranging from professional creators and photographers to corporate users and students. The company is estimated to have shipped&nbsp;over 3.2 million units&nbsp;of Mac products during the September quarter, which drove record-setting revenues for the segment, while boosting its rank in global PC sales to fourth place amongst other vendors. The introduction of M1-processors in Apple’s computing products also bolstered its position in capitalizing on the surge in global demand for PCs and multi-purpose tablets by allowing the company to build devices with innovative features that can be seamlessly integrated across its ecosystem of peripheral accessories and services to draw adjacent revenues. With accelerated adoption of hybrid work and study arrangements in the post-pandemic era, global demand for portable workstations like PCs and multi-purpose tablets are expected to remain elevated in coming years – the sectors are expected to grow into a&nbsp;$224.3 billion&nbsp;and$600 billion&nbsp;market, respectively, by 2025, which makes favorable trends for Apple’s Mac and iPad segments.</p><p><blockquote>Mac 和 iPad 销量在 2021 财年也大幅增长，收入分别达到创纪录的 352 亿美元和 319 亿美元。继今年早些时候推出全新M1驱动的iMac后，苹果还在10月份推出了重新设计的M1-Pro/M1-Max驱动的MacBook Pro。定制的 M1 处理器使最新的 MacBook “在游戏以外的几乎所有生产力用例上都优于任何基于英特尔的设备”。这相应地推动了不同消费者群体对便携式工作站的巨大需求，从专业创作者和摄影师到企业用户和学生。据估计，该公司在 9 月份季度的 Mac 产品出货量超过 320 万台，推动了该部门创纪录的收入，同时将其在全球 PC 销量中的排名提升至其他供应商的第四位。在苹果的计算产品中引入 M1 处理器也巩固了其在利用全球对 PC 和多功能平板电脑需求激增的优势方面的地位，使该公司能够制造具有创新功能的设备，这些设备可以在其外围配件和服务生态系统中无缝集成，从而吸引相关收入。随着后大流行病时代混合工作和学习安排的加速采用，预计未来几年全球对个人电脑和多功能平板电脑等便携式工作站的需求将保持高位--到 2025 年，这两个行业的市场预计将分别增长到 2,243 亿美元和 6,000 亿美元，这将为苹果的 Mac 和 iPad 细分市场带来有利趋势。</blockquote></p><p> Recent speculations on Apple’s intentions to&nbsp;strengthen its in-house chip development capacity&nbsp;will likely further the advancement of its technologies offered in coming years and draw additional demand to its products. The company is currently looking for engineers to build-out its capacity in the development of “wireless radios, radio-frequency integrated circuits, and a wireless system-on-chip (“SoC”)”, as well as “semiconductors for connecting Bluetooth and Wi-Fi”. These developments are expected to further enhance seamless integration across Apple’s devices and increase stickiness to its ecosystem of product and service offerings, making its chip unit one of the company’s “most prized assets”.</p><p><blockquote>最近有猜测称，苹果有意加强其内部芯片开发能力，这可能会在未来几年进一步推动其技术的进步，并吸引对其产品的更多需求。该公司目前正在寻找工程师，以增强其在 “无线收音机、射频集成电路和无线片上系统（“SoC”）”以及 “用于连接蓝牙和 Wi-Fi 的半导体”方面的开发能力。这些发展有望进一步增强苹果设备之间的无缝集成，并增加其产品和服务生态系统的粘性，使其芯片部门成为公司 “最宝贵的资产 ”之一。</blockquote></p><p> <b>Key Developments in Services</b></p><p><blockquote><b>服务的主要发展</b></blockquote></p><p></p><p> On the services front, a strong subscriber base had enabled the segment to hit record-setting revenues of more than $68.4 billion in fiscal 2021, up 27% from the prior year. To date, Apple has garnered more than 745 million paid subscribers across its high-margin service offerings, representing a five-fold increase over the last five years. Apple’s increasing push for a subscription-based business model across its wide variety of service platforms, ranging from Apple Music to iCloud storage solutions, paired with attractive new offerings that address key consumer trends in recent years have been a key driver to the company’s fast-expanding margins. New exciting add-on features introduced for existing service platforms include&nbsp;Spatial Audio and Lossless Audiofor Apple Music and the&nbsp;Apple Music Voice Plan. The new subscription-based offerings are expected to further Apple’s reach to adjacent opportunities stemming from increasing global usage of smartphones, laptops and other advanced home electronic products – for instance, the global music streaming market is expected to expand at a CAGR of 16% towards a&nbsp;projected value of $61 billion&nbsp;over the next five years, underscoring significant growth headroom for Apple Music. And Apple’s latest introduction of the&nbsp;Apple One bundle&nbsp;is expected to be a key contributor to furthering service segment sales in coming years by attracting new users to pay for subscription services that they otherwise would not have had it not been for the bundle discounts.</p><p><blockquote>在服务方面，强大的用户群使该部门在 2021 财年的收入创下了超过 684 亿美元的纪录，比上一年增长了 27%。迄今为止，苹果通过其高利润服务产品获得了超过 7.45 亿付费用户，比过去五年增长了五倍。苹果在其从苹果音乐到 iCloud 存储解决方案等各种服务平台上不断推行基于订阅的商业模式，再加上近年来针对主要消费趋势的有吸引力的新产品，一直是该公司利润率快速增长的关键驱动力。为现有服务平台引入的令人兴奋的新附加功能包括苹果音乐的空间音频和无损音频以及苹果音乐语音计划。新的基于订阅的产品有望进一步扩大苹果对智能手机、笔记本电脑和其他先进家用电子产品全球使用量不断增加所带来的邻近机遇的影响力--例如，全球音乐流媒体市场预计将在未来五年内以 16% 的复合年增长率扩大，预计价值将达到 610 亿美元，这凸显了苹果音乐的巨大增长空间。苹果最新推出的苹果 One 捆绑包预计将在未来几年吸引新用户为订阅服务付费，而如果不是捆绑包折扣，他们是不会购买这些服务的。</blockquote></p><p> Continued growth in market demand for mobile applications will also be a boon to Apple’s fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of&nbsp;more than $400 billion&nbsp;over the next five years. With AAPL hosting&nbsp;one of the largest and most used app stores&nbsp;in the world, it would be reasonable to assume that related revenues would grow at a similar pace. Despite&nbsp;mounting global regulatory scrutiny&nbsp;over Apple’s alleged antitrust violations with its App Store – the most notable of which stemming from an ongoing&nbsp;legal battle with Epic Games– the company’s continued focus on ensuring user privacy, security, and ease of transactions might have saved the day. According to a survey of 4,000 Apple product users performed by Morgan Stanley across the U.S. and China, most have indicated loyalty to Apple’s App store due to the “value of security, privacy and ease of transactions” provided, despite developers pushing for rights to transact outside of Apple’s ecosystem. Apple’s recent success in&nbsp;delaying App Store changes&nbsp;ordered by U.S. District Judge Yvonne Gonzalez Rogers in&nbsp;September&nbsp;as part of a year-long lawsuit brought against by Epic Games is another sign of the App Store’s continued strength. The company has argued that the court-mandated order to allow App Store users to “buy directly from developers on the web” would be a threat to the security of their privacy.</p><p><blockquote>移动应用市场需求的持续增长也将有利于苹果快速增长的服务部门。全球移动应用市场预计将以18.4%的CAGR增长，未来五年市值将超过4000亿美元。由于 AAPL 拥有世界上最大、使用最广泛的应用商店之一，因此可以合理地假设相关收入将以类似的速度增长。尽管全球监管机构对苹果的 App Store 涉嫌违反反垄断规定的审查越来越多--其中最引人注目的是与 Epic Games 正在进行的法律诉讼--但该公司继续专注于确保用户隐私、安全和交易便利性可能已经挽救了局面。根据摩根士丹利在美国和中国大陆对 4000 名苹果产品用户进行的调查，大多数人对苹果的应用商店表示忠诚，因为该商店提供了 “安全、隐私和易于交易的价值”，尽管开发者正在推动在苹果生态系统之外进行交易。苹果最近成功推迟了美国地区法官伊冯娜-冈萨雷斯-罗杰斯（Yvonne Gonzalez Rogers）9 月份下令对 App Store 进行的更改，这是 Epic Games 对其提起长达一年的诉讼的一部分，这也是 App Store 持续强大的又一迹象。该公司辩称，法院下令允许 App Store 用户 “直接从网络上的开发者那里购买 ”，这将对他们的隐私安全构成威胁。</blockquote></p><p> Currently, developers are fighting for their rights to have app users transact outside of Apple’s ecosystem, which charges developers a hefty commission fee of up to 30% on all purchases. As Apple continues with its appeal of the ruling, the ultimate court decision on whether App Store changes would need to be implemented could take at least another year. But even with an unfavorable ruling, where Apple would have to allow developers to redirect users to payments outside of its ecosystem and/or lower its in-app purchase commission rate, App Store revenues are only expected to decrease by&nbsp;at most $4 billion per year&nbsp;which will not place a material impact on its valuation prospects. The actual quantified impact might even be less than what the market has forecasted, considering the value that App Store users have ascribed to the level of security and convenience that Apple has offered through the platform.</p><p><blockquote>目前，开发者正在争取让应用程序用户在苹果生态系统之外进行交易的权利，该生态系统向开发者收取高达 30% 的高额佣金。随着苹果继续对该裁决提出上诉，法院关于是否需要实施 App Store 变更的最终裁决可能至少还需要一年时间。但即使做出不利的裁决，苹果将不得不允许开发者将用户重定向到其生态系统之外的支付和/或降低其应用内购买佣金率，App Store的收入预计每年最多也只会减少40亿美元，这不会对其估值前景产生重大影响。考虑到 App Store 用户对苹果通过该平台提供的安全性和便利性水平的重视，实际量化影响甚至可能低于市场预测。</blockquote></p><p> <b>Key Catalysts Ahead</b></p><p><blockquote><b>未来的关键催化剂</b></blockquote></p><p></p><p> Apple is undoubtedly a key gateway to bringing emerging technologies to the mainstream due to its massive installed base of devices and related service platform users. And because of this, the highly anticipated launch of cutting-edge products like AR/VR headsets and autonomous vehicles in coming years will likely catapult the stock to new heights. The pioneer of disruptive consumer electronics and devices is expected to launch a&nbsp;VR headset and AR glasses&nbsp;by early 2023, a nascent technology that has been picking up steam in recent months with increasing talks of the metaverse. Similar to most VR headsets already available in the market, Apple’s will feature a 3D display to enable an immersive environment for a variety of activities from gaming to communicating. The differentiating factor will be the company’s plans to implement best-in-class graphics chips in the device to facilitate ultra-high-resolution displays. The impending VR headset will ultimately lay the foundation for its AR glasses, which Apple expects to be the “larger opportunity”.</p><p><blockquote>由于其庞大的设备安装基数和相关服务平台用户，苹果无疑是将新兴技术带入主流的关键门户。正因为如此，未来几年备受期待的AR/VR耳机和自动驾驶汽车等尖端产品的推出可能会将该股推向新的高度。这家颠覆性消费电子产品和设备的先驱预计将于 2023 年初推出 VR 耳机和 AR 眼镜，这项新兴技术近几个月来随着有关元宇宙的讨论越来越多，势头强劲。与市场上已有的大多数 VR 头显类似，苹果的 VR 头显将采用 3D 显示屏，为从游戏到交流等各种活动提供身临其境的环境。该公司计划在设备中采用一流的图形芯片，以实现超高分辨率显示屏。即将推出的 VR 头显最终将为其 AR 眼镜奠定基础，苹果预计这将是 “更大的机会”。</blockquote></p><p> Over the next five years, opportunities pertaining to the metaverse are expected to blossom into an&nbsp;$800 billion market. Related software and service sales are expected to drive more than 70% of the projected addressable market, while the remainder will likely be driven by hardware sales. This makes strong tailwinds for Apple, which does not only stand to capitalize on growing metaverse opportunities through the sale of its impending AR/VR headset, but also adjacent revenues pertaining to the usage of related apps, software and service platforms.</p><p><blockquote>未来五年，与元宇宙相关的机会预计将发展成为一个价值 8000 亿美元的市场。相关软件和服务销售预计将推动预计潜在市场的 70% 以上，而其余部分可能由硬件销售推动。这为苹果带来了强劲的推动力，该公司不仅可以通过销售即将推出的 AR/VR 耳机来利用不断增长的元宇宙机会，还可以利用与使用相关应用程序、软件和服务平台相关的相关收入。</blockquote></p><p> Speculations on Apple’s ongoing development of&nbsp;a self-driving electric car&nbsp;is also expected to materialize into meaningful upsides for the stock within the foreseeable future. The company is now planning to launch the new product category by 2025, at which time the global autonomous vehicle market is expected to reach a value of&nbsp;more than $200 billion. The eventual car will likely feature homages to its existing product portfolio, like an “iPad-like touch screen” infotainment system. And on the technology front, Apple is believed to have completed the development of a custom silicon for powering the vehicle’s autonomous driving capabilities. The newest chips will soon be implemented into its existing fleet of retrofitted SUVs for testing in California according to the state’s DMV, a sign that the impending launch is near.</p><p><blockquote>在可预见的未来，关于苹果正在开发自动驾驶电动汽车的猜测也有望为该股带来有意义的上涨空间。该公司目前计划在2025年前推出新产品类别，届时全球自动驾驶汽车市场价值预计将超过2000亿美元。最终推出的汽车很可能会向其现有的产品组合致敬，比如 “类似 iPad 的触摸屏 ”信息娱乐系统。在技术方面，据信苹果已经完成了为汽车自动驾驶功能提供动力的定制硅的开发。据加州车管所称，最新芯片将很快应用于其现有的改装 SUV 车队，以便在加州进行测试，这表明即将推出的芯片即将到来。</blockquote></p><p> While Apple’s current market value may already be reflective of “consistent material revenue contributions from new products and services over time”, additional upsides from the above-mentioned new product category launches are still missing. But this will likely change within the next 12 months as the impending launch of an Apple AR/VR device draws near. Near-term projections on early AR/VR device sales are expected to boost Apple’s valuation by&nbsp;at least $150 billion. And over time when metaverse trends continue to gain mainstream traction, Apple is expected to generate more than $200 billion in annual revenues from the AR/VR segment, which could add another 15% on top of its current market value.</p><p><blockquote>虽然苹果目前的市值可能已经反映了 “随着时间的推移，新产品和服务对收入的持续贡献”，但上述新产品类别的推出仍未带来额外的好处。但随着苹果AR/VR设备即将推出，这种情况可能会在未来12个月内发生变化。对早期 AR/VR 设备销售的近期预测预计将使苹果的估值至少提高 1500 亿美元。随着时间的推移，随着元宇宙趋势继续获得主流牵引力，苹果预计将从 AR/VR 领域产生超过 2000 亿美元的年收入，这可能会在其当前市值的基础上再增加 15%。</blockquote></p><p> <b>Valuation Prospects and Potential Impacts from the Impending Rate Increases</b></p><p><blockquote><b>即将加息的估值前景和潜在影响</b></blockquote></p><p> Adjusting our most recent forecast for Apple’s fiscal 2021 year-end results and December-quarter guidance, our base case projection estimates total net sales of $439.3 billion by the end of fiscal 2022, with further growth towards $668.5 billion by fiscal 2026. The growth assumptions applied across segment revenues in our forecast remains largely unchanged from our&nbsp;most recent analysis&nbsp;on the stock, with additional consideration for management’s near-term outlook on supply constraint impacts and the impending rate hikes. Specifically, lost revenues of $9 billion (i.e. approximately $3 billion during June-quarter and $6 billion during September-quarter) attributable to industry-wide chip shortages and pandemic-driven manufacturing delays during the second half of fiscal 2021 is expected to worsen into the first half of fiscal 2022. While there have been observed improvements to supply chain challenges, continuously robust demand for Apple products is what will drive a higher volume of lost sales in coming quarters. Nonetheless, Apple remains well-positioned for strong fundamentals ahead, which will help to alleviate some of investors’ concerns on valuation due to impending rate hikes.</p><p><blockquote>调整我们对苹果 2021 财年年终业绩和 12 月份季度指引的最新预测后，我们的基本案例预测预计到 2022 财年末，净销售总额将达到 4393 亿美元，到 2026 财年将进一步增长至 6685 亿美元。在我们的预测中，各部门收入的增长假设与我们最近对该股的分析基本保持不变，但还额外考虑了管理层对供应紧张影响和即将加息的近期展望。具体来说，2021 财年下半年全行业芯片短缺和大流行导致的制造延误造成的 90 亿美元收入损失（即 6 月份季度约 30 亿美元，9 月份季度约 60 亿美元）预计将恶化到 2022 财年上半年。虽然供应链挑战有所改善，但对苹果产品的持续强劲需求将推动未来几个季度销售额的增加。尽管如此，苹果未来的基本面依然强劲，这将有助于缓解投资者因即将加息而对估值的一些担忧。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b5aa95136cfca6f95b962ea36eadab74\" tg-width=\"640\" tg-height=\"257\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <i>i. Base Case Financial Projections:</i></p><p><blockquote><i>i. 基本情况财务预测：</i></blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6585b165abd25fab7d171dd944d05156\" tg-width=\"640\" tg-height=\"316\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecast (Apple_-_Forecasted_Financial_Information.pdf). Please refer here for further detail on material growth assumptions applied.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者，数据来自我们的内部财务预测（Apple_-_Forecasted_Financial_Information.pdf）。有关应用的重大增长假设的进一步详情，请参阅此处。</span></p></blockquote></p><p> Drawing on the above considerations, our 12-month price target for the Apple stock has been revised to $209.43. This represents upside potential of more than 22% based on the last traded price of $171.14 on December 17th.</p><p><blockquote>基于上述考虑，我们对苹果股票的 12 个月目标价已修正至 209.43 美元。根据 12 月 17 日最后交易价格 171.14 美元计算，这意味着超过 22% 的上涨潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e88e904b5b900fbcdf4541d856570e2d\" tg-width=\"640\" tg-height=\"230\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者，数据来自我们的内部估值分析。</span></p></blockquote></p><p> The revised price target is derived using a discounted cash flow (“DCF”) analysis over a ten-year discrete period in conjunction with the financial projections updated for Apple’s recent developments as analyzed in earlier sections. Similar to our original valuation analysis, we have applied a WACC of 8% to discount Apple’s projected free cash flows. The discount function is reflective of the company’s risk profile, taking into consideration its current capital structure and strong balance sheet. Apple’s cost of capital for growth is not expected to change significantly as a result of the impending rate hikes, considering a large portion of its existing debt are fixed-rate notes. The company also boasts a consistently robust net cash position, in which management intends to deploy towards additional growth without having to incur incremental capital costs ahead of interest rate increases. This is expected to further cement investors’ confidence in the Apple stock, as they continue their “flight to quality” amidst fear of broader market pressure from rising interest rates.</p><p><blockquote>修订后的价格目标是使用十年离散期间的贴现现金流（“DCF”）分析，结合前面章节分析的苹果近期发展的最新财务预测得出的。与我们最初的估值分析类似，我们采用了 8% 的 WACC 来贴现苹果的预计自由现金流。考虑到公司目前的资本结构和稳健的资产负债表，贴现函数反映了公司的风险状况。考虑到苹果现有债务中有很大一部分是固定利率票据，预计其增长的资本成本不会因即将加息而发生重大变化。该公司还拥有持续强劲的净现金状况，管理层打算在利率上升之前部署额外增长，而不必承担额外的资本成本。预计这将进一步增强水泥投资者对苹果股票的信心，因为他们在担心利率上升会带来更广泛的市场压力的情况下，继续 “向优质方向飞奔”。</blockquote></p><p> The valuation analysis also assumes an exit multiple of 19.8x, which is consistent with current market expectations on Apple’s growth trajectory over the forecasted period. The applied exit multiple assumption could even improve further within the next 12 months, considering the impending launch of new product segments like AR/VR devices and autonomous vehicles, and offset any potential impacts from the upcoming increases to interest rates.</p><p><blockquote>估值分析还假设退出倍数为 19.8 倍，这与当前市场对苹果在预测期内增长轨迹的预期一致。考虑到AR/VR设备和自动驾驶汽车等新产品细分市场即将推出，所应用的退出倍数假设甚至可能在未来12个月内进一步改善，并抵消即将到来的加息带来的任何潜在影响。</blockquote></p><p> <i>i. Base Case Valuation Analysis:</i></p><p><blockquote><i>一、基本案例估值分析：</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/81f992ef8b2b59ea879f69a7b1e7ad52\" tg-width=\"640\" tg-height=\"300\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <i>ii. Sensitivity Analysis:</i></p><p><blockquote><i>ii.敏感性分析：</i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da8b21dae04fd263929ab26bd8d83907\" tg-width=\"640\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者，数据来自我们的内部估值分析。</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Based on the foregoing analysis, the anticipated addition of 175 to 200 basis points to the current near-zero Federal Fund Rate over the next two years is not expected to cause material adverse impacts to Apple’s performance from both a fundamental and valuation perspective. Robust global demand for Apple products and services, paired with new innovations are expected to further bolster the company’s fundamental growth prospects. This would accordingly bring additional improvements to Apple’s balance sheet, and further strengthen its position against downward valuation pressures from broader macro headwinds. In fact, increasing demand for quality growth stocks to counter risks resulting from the impending rate hikes might even fuel Apple’s valuation growth momentum. On these considerations, Apple remains one of the best-performing tech stocks to own given its robust uptrend to $3 trillion in the near-term despite impending rate hikes.</p><p><blockquote>根据上述分析，从基本面和估值角度来看，预计未来两年在目前接近于零的联邦基金利率基础上增加 175 至 200 个基点，预计不会对苹果的业绩造成重大不利影响。全球对苹果产品和服务的强劲需求，加上新的创新，预计将进一步提振公司的基本增长前景。因此，这将进一步改善苹果的资产负债表，并进一步加强其抵御更广泛宏观逆风带来的估值下行压力的地位。事实上，为应对即将加息带来的风险，对优质成长型股票的需求不断增加，甚至可能推动苹果的估值增长势头。出于这些考虑，尽管即将加息，但苹果仍然是表现最好的科技股之一，因为其近期仍呈现强劲上升趋势，达到 3 万亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4475887-apple-stock-aapl-strongest-shield-against-rate-hikes\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4475887-apple-stock-aapl-strongest-shield-against-rate-hikes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183475424","content_text":"Summary\n\nWith inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.\nWhile rate hikes have historically deterred investors from growth stocks due to concerns over eroding valuation prospects, the Apple stock has remained largely resilient.\nApple is expected to realize additional upsides ahead, sustained by robust demand for its existing offerings and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles.\nIts strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.\nAs such, Apple's bullish thesis remains intact as it approaches a $3 trillion valuation, despite broader market valuation risks ahead.\n\nguvendemir/iStock Unreleased via Getty Images\nAs one of the world’s best performing stocks, Apple(NASDAQ:AAPL) has gained close to 40% this year. The stock, which last peaked at $182.13 not too long ago, is currently less than 7% from being the first U.S. publicly listed company to reach a $3 trillion market value and single-handedly accounts for about 15% of the tech-heavy Nasdaq 100’s performance. Apple’s market value has grown by more than 220x since the late 1990s, buoyed by the company’s continuous ability to capture robust demand for its innovative portfolio of products and services.\nAnd Apple’s strong fundamentals are expected to help the stock defy adverse impacts from the imminent rate hikes beginning next year. With inflation running at its hottest in almost four decades, the Federal Reserve decided Wednesday that it will increase the pace at which it is dialing back on the $120 billion monthly bond repurchasing program from $15 billion per month, which began in November, to $30 billion per month. This would effectively conclude the stimulus program, put in place at the onset of the pandemic, coming March, rather than in July as initially planned. Rate hikes are expected to begin soon after to counter rising price pressures, with Federal Reserve Chair Jerome Powell affirming that the process will only begin after tapering ends and at a gradual pace. The latest dot plot indicates potential for the Federal Fund Rate to lift-off from near-zero beginning early 2022 with three quarter-point increases, plus another three in 2023 and two more in 2024. If materialized, the process would up the funds rate to 2.1% by 2024.\nSource: Bloomberg\nWhile rate hikes typically cause investors to turn risk averse due to concerns over faster erosion of value on future gains and stalled business growth due to rising costs of capital, especially for high-growth stocks, Apple gained close to 3% upon release of the Fed’s update on policy tightening. The stock closed at $179.30 on December 15th, nearing its peak of $182 on Monday. Apple’s rally, along with similar uptrends observed across other mega-cap tech stocks, accordingly drove intra-day gains of 2.4% for the Nasdaq 100 following the Federal Reserve’s update, indicating investors’ preference to park their money in companies with robust growth prospects to counter risks from the impending rate increases.\nWith the coming holiday season a boon for Apple’s December-quarter sales, the stock’s valuation is expected to enter in the $3 trillion territory sooner than expected. Continued robust demand observed across Apple’s entire product line, generous share buy-backs, and additional revenue contributions expected within the foreseeable future resulting from new, cutting-edge products will also be key catalysts to support the company’s persistently strong fundamentals and keep the stock’s valuation above $3 trillion despite the impending rate hikes. Considering recent developments to the broader market and Apple’s growth prospects, we are raising our 12-month price target for the stock to $209.43.\nFY 2021 Overview and Recap of Fundamental Prospects\nFiscal 2021 was a big year for Apple. The company’s revenues for the year grew 33% from fiscal 2020 to $366 billion, despite on-and-off store closures resulting from recurring coronavirus outbreaks and supply chain constraints that have led to more than $9 billion in lost sales. Every product and service segment achieved record-setting revenues with more than 20% growth from previous year results. Much of the year’s success were attributable to a series of new product launches and feature upgrades. The most notable of which included the 5G-enabled family of iPhone 12s and iPhone 13s, as well as the M1-powered MacBook Pro and iPad Pro.\nKey Developments in Products\niPhone sales grew by 39% this year, the most amongst other segments, and drove more than half of Apple’s fiscal 2021 revenues. The results were a stark contrast to last year’s slump in demand for the mobile device when consumers braced for pandemic-driven economic uncertainties. iPhone sales are expected to remain robust in coming years as global 5G device upgrades continue to gather pace. The likely launch of a more affordable 5G-enabled iPhone SE in 2022 is also expected to further Apple’s market share gains by attracting switchers from “more than a billion non-premium Android users”, and drive the active installed base to another all-time high. The anticipated momentum is further corroborated by iPhone sales patterns observed in recent quarters following the launch of 5G-enabled iPhone 12s and iPhone 13s, where the number of upgraders and switchers grew by strong double digits. Apple’s strong ties with cell-phone carriers is also expected to drive meaningful iPhone sales contributions in coming years. Reputable wireless carriers in the U.S. like Verizon and AT&T have already been keen on promoting the sale of 5G-enabled devices like the iPhone 12 and iPhone 13 to encourage migration to the 5G network that they have spent billions of dollars on building across the nation. Telecom companies around the world are expected to spend more than $700 billion over the next five years on building-out the 5G network, underscoring significant additional growth opportunities ahead for the iPhone segment as carriers push for the strongest multiyear upgrade cycle in a decade to recoup their investments.\nMac and iPad sales also grew significantly in fiscal 2021, reaching record revenues of $35.2 billion and $31.9 billion, respectively. Following the introduction of the all-new M1-powered iMac earlier this year, Apple also unveiled the reimagined M1-Pro / M1-Max powered MacBook Pro in October. The custom M1 processors made the newest MacBook “better than any Intel-based device for nearly every productivity use case outside of gaming”. This accordingly drove incredible demand for the portable workstation from a diverse group of consumers, ranging from professional creators and photographers to corporate users and students. The company is estimated to have shipped over 3.2 million units of Mac products during the September quarter, which drove record-setting revenues for the segment, while boosting its rank in global PC sales to fourth place amongst other vendors. The introduction of M1-processors in Apple’s computing products also bolstered its position in capitalizing on the surge in global demand for PCs and multi-purpose tablets by allowing the company to build devices with innovative features that can be seamlessly integrated across its ecosystem of peripheral accessories and services to draw adjacent revenues. With accelerated adoption of hybrid work and study arrangements in the post-pandemic era, global demand for portable workstations like PCs and multi-purpose tablets are expected to remain elevated in coming years – the sectors are expected to grow into a $224.3 billion and$600 billion market, respectively, by 2025, which makes favorable trends for Apple’s Mac and iPad segments.\nRecent speculations on Apple’s intentions to strengthen its in-house chip development capacity will likely further the advancement of its technologies offered in coming years and draw additional demand to its products. The company is currently looking for engineers to build-out its capacity in the development of “wireless radios, radio-frequency integrated circuits, and a wireless system-on-chip (“SoC”)”, as well as “semiconductors for connecting Bluetooth and Wi-Fi”. These developments are expected to further enhance seamless integration across Apple’s devices and increase stickiness to its ecosystem of product and service offerings, making its chip unit one of the company’s “most prized assets”.\nKey Developments in Services\nOn the services front, a strong subscriber base had enabled the segment to hit record-setting revenues of more than $68.4 billion in fiscal 2021, up 27% from the prior year. To date, Apple has garnered more than 745 million paid subscribers across its high-margin service offerings, representing a five-fold increase over the last five years. Apple’s increasing push for a subscription-based business model across its wide variety of service platforms, ranging from Apple Music to iCloud storage solutions, paired with attractive new offerings that address key consumer trends in recent years have been a key driver to the company’s fast-expanding margins. New exciting add-on features introduced for existing service platforms include Spatial Audio and Lossless Audiofor Apple Music and the Apple Music Voice Plan. The new subscription-based offerings are expected to further Apple’s reach to adjacent opportunities stemming from increasing global usage of smartphones, laptops and other advanced home electronic products – for instance, the global music streaming market is expected to expand at a CAGR of 16% towards a projected value of $61 billion over the next five years, underscoring significant growth headroom for Apple Music. And Apple’s latest introduction of the Apple One bundle is expected to be a key contributor to furthering service segment sales in coming years by attracting new users to pay for subscription services that they otherwise would not have had it not been for the bundle discounts.\nContinued growth in market demand for mobile applications will also be a boon to Apple’s fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of more than $400 billion over the next five years. With AAPL hosting one of the largest and most used app stores in the world, it would be reasonable to assume that related revenues would grow at a similar pace. Despite mounting global regulatory scrutiny over Apple’s alleged antitrust violations with its App Store – the most notable of which stemming from an ongoing legal battle with Epic Games– the company’s continued focus on ensuring user privacy, security, and ease of transactions might have saved the day. According to a survey of 4,000 Apple product users performed by Morgan Stanley across the U.S. and China, most have indicated loyalty to Apple’s App store due to the “value of security, privacy and ease of transactions” provided, despite developers pushing for rights to transact outside of Apple’s ecosystem. Apple’s recent success in delaying App Store changes ordered by U.S. District Judge Yvonne Gonzalez Rogers in September as part of a year-long lawsuit brought against by Epic Games is another sign of the App Store’s continued strength. The company has argued that the court-mandated order to allow App Store users to “buy directly from developers on the web” would be a threat to the security of their privacy.\nCurrently, developers are fighting for their rights to have app users transact outside of Apple’s ecosystem, which charges developers a hefty commission fee of up to 30% on all purchases. As Apple continues with its appeal of the ruling, the ultimate court decision on whether App Store changes would need to be implemented could take at least another year. But even with an unfavorable ruling, where Apple would have to allow developers to redirect users to payments outside of its ecosystem and/or lower its in-app purchase commission rate, App Store revenues are only expected to decrease by at most $4 billion per year which will not place a material impact on its valuation prospects. The actual quantified impact might even be less than what the market has forecasted, considering the value that App Store users have ascribed to the level of security and convenience that Apple has offered through the platform.\nKey Catalysts Ahead\nApple is undoubtedly a key gateway to bringing emerging technologies to the mainstream due to its massive installed base of devices and related service platform users. And because of this, the highly anticipated launch of cutting-edge products like AR/VR headsets and autonomous vehicles in coming years will likely catapult the stock to new heights. The pioneer of disruptive consumer electronics and devices is expected to launch a VR headset and AR glasses by early 2023, a nascent technology that has been picking up steam in recent months with increasing talks of the metaverse. Similar to most VR headsets already available in the market, Apple’s will feature a 3D display to enable an immersive environment for a variety of activities from gaming to communicating. The differentiating factor will be the company’s plans to implement best-in-class graphics chips in the device to facilitate ultra-high-resolution displays. The impending VR headset will ultimately lay the foundation for its AR glasses, which Apple expects to be the “larger opportunity”.\nOver the next five years, opportunities pertaining to the metaverse are expected to blossom into an $800 billion market. Related software and service sales are expected to drive more than 70% of the projected addressable market, while the remainder will likely be driven by hardware sales. This makes strong tailwinds for Apple, which does not only stand to capitalize on growing metaverse opportunities through the sale of its impending AR/VR headset, but also adjacent revenues pertaining to the usage of related apps, software and service platforms.\nSpeculations on Apple’s ongoing development of a self-driving electric car is also expected to materialize into meaningful upsides for the stock within the foreseeable future. The company is now planning to launch the new product category by 2025, at which time the global autonomous vehicle market is expected to reach a value of more than $200 billion. The eventual car will likely feature homages to its existing product portfolio, like an “iPad-like touch screen” infotainment system. And on the technology front, Apple is believed to have completed the development of a custom silicon for powering the vehicle’s autonomous driving capabilities. The newest chips will soon be implemented into its existing fleet of retrofitted SUVs for testing in California according to the state’s DMV, a sign that the impending launch is near.\nWhile Apple’s current market value may already be reflective of “consistent material revenue contributions from new products and services over time”, additional upsides from the above-mentioned new product category launches are still missing. But this will likely change within the next 12 months as the impending launch of an Apple AR/VR device draws near. Near-term projections on early AR/VR device sales are expected to boost Apple’s valuation by at least $150 billion. And over time when metaverse trends continue to gain mainstream traction, Apple is expected to generate more than $200 billion in annual revenues from the AR/VR segment, which could add another 15% on top of its current market value.\nValuation Prospects and Potential Impacts from the Impending Rate Increases\nAdjusting our most recent forecast for Apple’s fiscal 2021 year-end results and December-quarter guidance, our base case projection estimates total net sales of $439.3 billion by the end of fiscal 2022, with further growth towards $668.5 billion by fiscal 2026. The growth assumptions applied across segment revenues in our forecast remains largely unchanged from our most recent analysis on the stock, with additional consideration for management’s near-term outlook on supply constraint impacts and the impending rate hikes. Specifically, lost revenues of $9 billion (i.e. approximately $3 billion during June-quarter and $6 billion during September-quarter) attributable to industry-wide chip shortages and pandemic-driven manufacturing delays during the second half of fiscal 2021 is expected to worsen into the first half of fiscal 2022. While there have been observed improvements to supply chain challenges, continuously robust demand for Apple products is what will drive a higher volume of lost sales in coming quarters. Nonetheless, Apple remains well-positioned for strong fundamentals ahead, which will help to alleviate some of investors’ concerns on valuation due to impending rate hikes.\n\ni. Base Case Financial Projections:\nSource: Author, with data from our internal financial forecast (Apple_-_Forecasted_Financial_Information.pdf). Please refer here for further detail on material growth assumptions applied.\nDrawing on the above considerations, our 12-month price target for the Apple stock has been revised to $209.43. This represents upside potential of more than 22% based on the last traded price of $171.14 on December 17th.\nSource: Author, with data from our internal valuation analysis.\nThe revised price target is derived using a discounted cash flow (“DCF”) analysis over a ten-year discrete period in conjunction with the financial projections updated for Apple’s recent developments as analyzed in earlier sections. Similar to our original valuation analysis, we have applied a WACC of 8% to discount Apple’s projected free cash flows. The discount function is reflective of the company’s risk profile, taking into consideration its current capital structure and strong balance sheet. Apple’s cost of capital for growth is not expected to change significantly as a result of the impending rate hikes, considering a large portion of its existing debt are fixed-rate notes. The company also boasts a consistently robust net cash position, in which management intends to deploy towards additional growth without having to incur incremental capital costs ahead of interest rate increases. This is expected to further cement investors’ confidence in the Apple stock, as they continue their “flight to quality” amidst fear of broader market pressure from rising interest rates.\nThe valuation analysis also assumes an exit multiple of 19.8x, which is consistent with current market expectations on Apple’s growth trajectory over the forecasted period. The applied exit multiple assumption could even improve further within the next 12 months, considering the impending launch of new product segments like AR/VR devices and autonomous vehicles, and offset any potential impacts from the upcoming increases to interest rates.\ni. Base Case Valuation Analysis:\n\nii. Sensitivity Analysis:\nSource: Author, with data from our internal valuation analysis.\nConclusion\nBased on the foregoing analysis, the anticipated addition of 175 to 200 basis points to the current near-zero Federal Fund Rate over the next two years is not expected to cause material adverse impacts to Apple’s performance from both a fundamental and valuation perspective. Robust global demand for Apple products and services, paired with new innovations are expected to further bolster the company’s fundamental growth prospects. This would accordingly bring additional improvements to Apple’s balance sheet, and further strengthen its position against downward valuation pressures from broader macro headwinds. In fact, increasing demand for quality growth stocks to counter risks resulting from the impending rate hikes might even fuel Apple’s valuation growth momentum. On these considerations, Apple remains one of the best-performing tech stocks to own given its robust uptrend to $3 trillion in the near-term despite impending rate hikes.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699766093,"gmtCreate":1639900602283,"gmtModify":1639900603096,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"themes":[],"title":"","htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699766093","repostId":"1157504157","repostType":4,"repost":{"id":"1157504157","kind":"news","pubTimestamp":1639872188,"share":"https://www.laohunote.com/m/news/1157504157?lang=zh_CN&edition=full","pubTime":"2021-12-19 08:03","market":"us","language":"en","title":"Microsoft's top priority for 2022? It could be data management<blockquote>微软2022年的首要任务？可能是数据管理</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157504157","media":"Seeking Alpha","summary":"Microsoft  might have its work cut out for it when it comes to improving on how things went overall ","content":"<p><a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> might have its work cut out for it when it comes to improving on how things went overall for it in 2021.</p><p><blockquote><a href=\"https://laohu8.com/S/MSFT\">微软</a>当谈到改善2021年的整体情况时，它可能会有很多工作要做。</blockquote></p><p> After all, the software giant's earnings results continue to show it growing in areas such as cloud computing and personal computers. Microsoft (MSFT) also thinks so highly of its outlook that it believes it could surpass $50 billion in quarterly revenue for the first time with its next report. Investors should also be pleased with how Microsoft (MSFT) has performed on the stock market this year, as its shares have climbed more than 44% since the end of 2021.</p><p><blockquote>毕竟，这家软件巨头的盈利结果继续显示它在云计算和个人电脑等领域的增长。微软 (MSFT) 也对其前景给予了高度评价，认为其下一份报告的季度收入可能会首次超过 500 亿美元。投资者也应该对微软 (MSFT) 今年在股市上的表现感到满意，因为自 2021 年底以来，其股价已上涨超过 44%。</blockquote></p><p> And then there was the symbolic, if temporary, victory Microsoft (MSFT) could claim in October when it briefly took the title of World's Most Valuable Company away from Apple (NASDAQ:AAPL). So, needless to say, 2021 has been a good year for Microsoft (MSFT).</p><p><blockquote>然后，微软 (MSFT) 在 10 月份取得了象征性的、尽管是暂时的胜利，当时它短暂地从苹果（纳斯达克股票代码：AAPL）手中夺走了全球最有价值公司的称号。因此，不用说，2021 年对于微软 (MSFT) 来说是丰收的一年。</blockquote></p><p> But, this begs the question of what 2022 might look like for Microsoft (MSFT), and what are going to be the top priorities for Chief Executive Satya Nadella. While Microsoft (MSFT) may still be best-known to many for its Windows operating system, its Microsoft Word program and its Xbox videogame console, the company's data platform and management offerings are likely the areas where Nadella is focusing much of his attention.</p><p><blockquote>但是，这就引出了一个问题：微软 (MSFT) 的 2022 年可能会是什么样子，以及首席执行官萨蒂亚·纳德拉 (Satya Nadella) 的首要任务是什么。虽然微软 (MSFT) 可能仍然因其 Windows 操作系统、微软 Word 程序和 Xbox 视频游戏机而为许多人所熟知，但该公司的数据平台和管理产品可能是纳德拉重点关注的领域。</blockquote></p><p> That's the opinion of Morgan Stanley analyst Keith Weiss, who said that Nadella's earnings call comments \"match well to the key priorities Microsoft is investing most aggressively behind.\" Based on how data offerings such as platforms and databases like Azure are playing a role in Microsoft's (MSFT) growth, it should come as no surprise that Nadella would make such areas a focus of the company's overall strategy for the foreseeable future.</p><p><blockquote>这是摩根士丹利分析师基思·韦斯 (Keith Weiss) 的观点，他表示纳德拉的盈利看涨期权评论“与微软最积极投资的关键优先事项非常匹配”。基于 Azure 等平台和数据库等数据产品如何在微软 (MSFT) 的增长中发挥作用，纳德拉将这些领域作为公司在可预见的未来整体战略的重点也就不足为奇了。</blockquote></p><p> Weiss noted that based on industry data, Microsoft (MSFT) has become the No. 1 vendor for data management offerings, with a 28% share of the market. For comparison, Oracle (NYSE:ORCL) is the No. 2 company, with a 22% market share, and Amazon Web Services (NASDAQ:AMZN) is in third place with 9% of the data management market.</p><p><blockquote>Weiss指出，根据行业数据，微软（MSFT）已成为数据管理产品的第一大供应商，市场份额为28%。相比之下，甲骨文（纽约证券交易所股票代码：ORCL）是第二大公司，拥有 22% 的市场份额，亚马逊网络服务（纳斯达克股票代码：AMZN）排名第三，拥有数据管理市场 9% 的份额。</blockquote></p><p> Weiss, who has an outperform rating and $364-a-share target price on Microsoft's (MSFT) stock, noted that data platform products and services made up about 12% of the company's total revenue during the first half of 2021, up from 10% in 2017. Cloud revenue has also more than doubled over that same period, from 3% to approximately 7% of sales, and Weiss said he expects such sales to be \"a key source\" of Microsoft's business growth heading into 2022.</p><p><blockquote>Weiss 对微软 (MSFT) 股票给予跑赢大盘评级，目标价为每股 364 美元，他指出，2021 年上半年数据平台产品和服务约占公司总收入的 12%，高于 2017 年的 10%。同期，云收入也增加了一倍多，从销售额的 3% 增加到约 7%，韦斯表示，他预计此类销售将成为微软 2022 年业务增长的“关键来源”。</blockquote></p><p> Weiss said that because of Microsoft's strong positioning in the data management market, and its management's high level of focus on data as part of the broader digital transformation, \"Within this data platform market, Microsoft's broad collection of cloud and on-premise data offerings lead to a No. 1 market position.\"</p><p><blockquote>Weiss表示，由于微软在数据管理市场的强大定位，以及其管理层对数据的高度关注，作为更广泛的数字化转型的一部分，“在这个数据平台市场中，微软广泛收集的云和本地数据产品导致了第一的市场地位。”</blockquote></p><p> Weiss, and other Morgan Stanley analysts, also rated Microsoft (MSFT) as to top pick for 2022 as part of a \"gut check\" look at the software sector for next year.</p><p><blockquote>韦斯和其他摩根士丹利分析师还将微软 (MSFT) 评为 2022 年的首选，作为明年软件行业“直觉检查”的一部分。</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>Microsoft's top priority for 2022? It could be data management<blockquote>微软2022年的首要任务？可能是数据管理</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\">\nMicrosoft's top priority for 2022? It could be data management<blockquote>微软2022年的首要任务？可能是数据管理</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-19 08:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> might have its work cut out for it when it comes to improving on how things went overall for it in 2021.</p><p><blockquote><a href=\"https://laohu8.com/S/MSFT\">微软</a>当谈到改善2021年的整体情况时，它可能会有很多工作要做。</blockquote></p><p> After all, the software giant's earnings results continue to show it growing in areas such as cloud computing and personal computers. Microsoft (MSFT) also thinks so highly of its outlook that it believes it could surpass $50 billion in quarterly revenue for the first time with its next report. Investors should also be pleased with how Microsoft (MSFT) has performed on the stock market this year, as its shares have climbed more than 44% since the end of 2021.</p><p><blockquote>毕竟，这家软件巨头的盈利结果继续显示它在云计算和个人电脑等领域的增长。微软 (MSFT) 也对其前景给予了高度评价，认为其下一份报告的季度收入可能会首次超过 500 亿美元。投资者也应该对微软 (MSFT) 今年在股市上的表现感到满意，因为自 2021 年底以来，其股价已上涨超过 44%。</blockquote></p><p> And then there was the symbolic, if temporary, victory Microsoft (MSFT) could claim in October when it briefly took the title of World's Most Valuable Company away from Apple (NASDAQ:AAPL). So, needless to say, 2021 has been a good year for Microsoft (MSFT).</p><p><blockquote>然后，微软 (MSFT) 在 10 月份取得了象征性的、尽管是暂时的胜利，当时它短暂地从苹果（纳斯达克股票代码：AAPL）手中夺走了全球最有价值公司的称号。因此，不用说，2021 年对于微软 (MSFT) 来说是丰收的一年。</blockquote></p><p> But, this begs the question of what 2022 might look like for Microsoft (MSFT), and what are going to be the top priorities for Chief Executive Satya Nadella. While Microsoft (MSFT) may still be best-known to many for its Windows operating system, its Microsoft Word program and its Xbox videogame console, the company's data platform and management offerings are likely the areas where Nadella is focusing much of his attention.</p><p><blockquote>但是，这就引出了一个问题：微软 (MSFT) 的 2022 年可能会是什么样子，以及首席执行官萨蒂亚·纳德拉 (Satya Nadella) 的首要任务是什么。虽然微软 (MSFT) 可能仍然因其 Windows 操作系统、微软 Word 程序和 Xbox 视频游戏机而为许多人所熟知，但该公司的数据平台和管理产品可能是纳德拉重点关注的领域。</blockquote></p><p> That's the opinion of Morgan Stanley analyst Keith Weiss, who said that Nadella's earnings call comments \"match well to the key priorities Microsoft is investing most aggressively behind.\" Based on how data offerings such as platforms and databases like Azure are playing a role in Microsoft's (MSFT) growth, it should come as no surprise that Nadella would make such areas a focus of the company's overall strategy for the foreseeable future.</p><p><blockquote>这是摩根士丹利分析师基思·韦斯 (Keith Weiss) 的观点，他表示纳德拉的盈利看涨期权评论“与微软最积极投资的关键优先事项非常匹配”。基于 Azure 等平台和数据库等数据产品如何在微软 (MSFT) 的增长中发挥作用，纳德拉将这些领域作为公司在可预见的未来整体战略的重点也就不足为奇了。</blockquote></p><p> Weiss noted that based on industry data, Microsoft (MSFT) has become the No. 1 vendor for data management offerings, with a 28% share of the market. For comparison, Oracle (NYSE:ORCL) is the No. 2 company, with a 22% market share, and Amazon Web Services (NASDAQ:AMZN) is in third place with 9% of the data management market.</p><p><blockquote>Weiss指出，根据行业数据，微软（MSFT）已成为数据管理产品的第一大供应商，市场份额为28%。相比之下，甲骨文（纽约证券交易所股票代码：ORCL）是第二大公司，拥有 22% 的市场份额，亚马逊网络服务（纳斯达克股票代码：AMZN）排名第三，拥有数据管理市场 9% 的份额。</blockquote></p><p> Weiss, who has an outperform rating and $364-a-share target price on Microsoft's (MSFT) stock, noted that data platform products and services made up about 12% of the company's total revenue during the first half of 2021, up from 10% in 2017. Cloud revenue has also more than doubled over that same period, from 3% to approximately 7% of sales, and Weiss said he expects such sales to be \"a key source\" of Microsoft's business growth heading into 2022.</p><p><blockquote>Weiss 对微软 (MSFT) 股票给予跑赢大盘评级，目标价为每股 364 美元，他指出，2021 年上半年数据平台产品和服务约占公司总收入的 12%，高于 2017 年的 10%。同期，云收入也增加了一倍多，从销售额的 3% 增加到约 7%，韦斯表示，他预计此类销售将成为微软 2022 年业务增长的“关键来源”。</blockquote></p><p> Weiss said that because of Microsoft's strong positioning in the data management market, and its management's high level of focus on data as part of the broader digital transformation, \"Within this data platform market, Microsoft's broad collection of cloud and on-premise data offerings lead to a No. 1 market position.\"</p><p><blockquote>Weiss表示，由于微软在数据管理市场的强大定位，以及其管理层对数据的高度关注，作为更广泛的数字化转型的一部分，“在这个数据平台市场中，微软广泛收集的云和本地数据产品导致了第一的市场地位。”</blockquote></p><p> Weiss, and other Morgan Stanley analysts, also rated Microsoft (MSFT) as to top pick for 2022 as part of a \"gut check\" look at the software sector for next year.</p><p><blockquote>韦斯和其他摩根士丹利分析师还将微软 (MSFT) 评为 2022 年的首选，作为明年软件行业“直觉检查”的一部分。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3781376-microsofts-top-priority-for-2022-it-could-be-data-management\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3781376-microsofts-top-priority-for-2022-it-could-be-data-management","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157504157","content_text":"Microsoft  might have its work cut out for it when it comes to improving on how things went overall for it in 2021.\nAfter all, the software giant's earnings results continue to show it growing in areas such as cloud computing and personal computers. Microsoft (MSFT) also thinks so highly of its outlook that it believes it could surpass $50 billion in quarterly revenue for the first time with its next report. Investors should also be pleased with how Microsoft (MSFT) has performed on the stock market this year, as its shares have climbed more than 44% since the end of 2021.\nAnd then there was the symbolic, if temporary, victory Microsoft (MSFT) could claim in October when it briefly took the title of World's Most Valuable Company away from Apple (NASDAQ:AAPL). So, needless to say, 2021 has been a good year for Microsoft (MSFT).\nBut, this begs the question of what 2022 might look like for Microsoft (MSFT), and what are going to be the top priorities for Chief Executive Satya Nadella. While Microsoft (MSFT) may still be best-known to many for its Windows operating system, its Microsoft Word program and its Xbox videogame console, the company's data platform and management offerings are likely the areas where Nadella is focusing much of his attention.\nThat's the opinion of Morgan Stanley analyst Keith Weiss, who said that Nadella's earnings call comments \"match well to the key priorities Microsoft is investing most aggressively behind.\" Based on how data offerings such as platforms and databases like Azure are playing a role in Microsoft's (MSFT) growth, it should come as no surprise that Nadella would make such areas a focus of the company's overall strategy for the foreseeable future.\nWeiss noted that based on industry data, Microsoft (MSFT) has become the No. 1 vendor for data management offerings, with a 28% share of the market. For comparison, Oracle (NYSE:ORCL) is the No. 2 company, with a 22% market share, and Amazon Web Services (NASDAQ:AMZN) is in third place with 9% of the data management market.\nWeiss, who has an outperform rating and $364-a-share target price on Microsoft's (MSFT) stock, noted that data platform products and services made up about 12% of the company's total revenue during the first half of 2021, up from 10% in 2017. Cloud revenue has also more than doubled over that same period, from 3% to approximately 7% of sales, and Weiss said he expects such sales to be \"a key source\" of Microsoft's business growth heading into 2022.\nWeiss said that because of Microsoft's strong positioning in the data management market, and its management's high level of focus on data as part of the broader digital transformation, \"Within this data platform market, Microsoft's broad collection of cloud and on-premise data offerings lead to a No. 1 market position.\"\nWeiss, and other Morgan Stanley analysts, also rated Microsoft (MSFT) as to top pick for 2022 as part of a \"gut check\" look at the software sector for next year.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699768760,"gmtCreate":1639900588057,"gmtModify":1639900588918,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"themes":[],"title":"","htmlText":"Good news indeed&nbsp;","listText":"Good news indeed&nbsp;","text":"Good news indeed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699768760","repostId":"1170599515","repostType":4,"repost":{"id":"1170599515","kind":"news","pubTimestamp":1639872378,"share":"https://www.laohunote.com/m/news/1170599515?lang=zh_CN&edition=full","pubTime":"2021-12-19 08:06","market":"us","language":"en","title":"Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动上推出新车型并谈论动力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170599515","media":"Seeking Alpha","summary":"$Nio $ unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\". The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenar","content":"<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p><p><blockquote><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天在 2021 年蔚来日上推出了 ET5 中型智能电动轿车。该车是这家中国电动汽车制造商的第五款量产车型。</blockquote></p><p> The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p><p><blockquote>该汽车制造商表示，ET5 借鉴了 ET7 的流体轮廓，并“将高性能自动驾驶传感器无缝集成到其纯粹而先进的车身线条中”。</blockquote></p><p> Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p><p><blockquote>客户可以以328,000元（51,450美元）的价格购买75kWh电池组版本的ET5，以386,000元（60,550美元）的价格购买100kWh版本的ET5。这些价格是补贴前的价格。</blockquote></p><p> The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p><p><blockquote>ET5采用了最新的蔚来自动驾驶，据说将在高速公路、城市地区、停车和电池更换等场景中逐步实现安全可靠的自动驾驶体验。</blockquote></p><p> Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p><p><blockquote>蔚来（蔚来）活动的其他亮点包括 ET7 的更新。该公司还谈到了其电力和电池充电计划。蔚来（蔚来）表示，目前已在全国部署3348个目的地充电器和3136个超级充电器。已经为9.4万用户安装了家用充电器。</blockquote></p><p> Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</p><p><blockquote>如果赛事引起轰动，请关注周一蔚来（蔚来）的反弹。蔚来已经是 StockTwits 和 Reddit 的 WallStreetBets 上讨论最多的股票之一。查看下周所有关注的股票，了解一些股价波动。</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>Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动上推出新车型并谈论动力</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\">\nNio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动上推出新车型并谈论动力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-19 08:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p><p><blockquote><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天在 2021 年蔚来日上推出了 ET5 中型智能电动轿车。该车是这家中国电动汽车制造商的第五款量产车型。</blockquote></p><p> The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p><p><blockquote>该汽车制造商表示，ET5 借鉴了 ET7 的流体轮廓，并“将高性能自动驾驶传感器无缝集成到其纯粹而先进的车身线条中”。</blockquote></p><p> Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p><p><blockquote>客户可以以328,000元（51,450美元）的价格购买75kWh电池组版本的ET5，以386,000元（60,550美元）的价格购买100kWh版本的ET5。这些价格是补贴前的价格。</blockquote></p><p> The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p><p><blockquote>ET5采用了最新的蔚来自动驾驶，据说将在高速公路、城市地区、停车和电池更换等场景中逐步实现安全可靠的自动驾驶体验。</blockquote></p><p> Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p><p><blockquote>蔚来（蔚来）活动的其他亮点包括 ET7 的更新。该公司还谈到了其电力和电池充电计划。蔚来（蔚来）表示，目前已在全国部署3348个目的地充电器和3136个超级充电器。已经为9.4万用户安装了家用充电器。</blockquote></p><p> Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</p><p><blockquote>如果赛事引起轰动，请关注周一蔚来（蔚来）的反弹。蔚来已经是 StockTwits 和 Reddit 的 WallStreetBets 上讨论最多的股票之一。查看下周所有关注的股票，了解一些股价波动。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170599515","content_text":"Nio  unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.\nThe automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"\nCustomers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.\nThe ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.\nOther highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.\nWatch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699768519,"gmtCreate":1639900553734,"gmtModify":1639900554584,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"themes":[],"title":"","htmlText":"These are good shares to own","listText":"These are good shares to own","text":"These are good shares to own","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699768519","repostId":"2192903795","repostType":4,"isVote":1,"tweetType":1,"viewCount":1740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699768240,"gmtCreate":1639900508148,"gmtModify":1639900509041,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699768240","repostId":"2192035909","repostType":4,"isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699282659,"gmtCreate":1639811211917,"gmtModify":1639811212775,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699282659","repostId":"1161245886","repostType":4,"repost":{"id":"1161245886","kind":"news","pubTimestamp":1639806035,"share":"https://www.laohunote.com/m/news/1161245886?lang=zh_CN&edition=full","pubTime":"2021-12-18 13:40","market":"us","language":"en","title":"Wedbush's Dan Ives: Don't throw in the towel on tech<blockquote>韦德布什的丹·艾夫斯：不要放弃科技</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161245886","media":"Seeking Alpha","summary":"Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.Calling the current era \"a fourth industrial revolution,\" Ives backed such stocks as $CyberArk Software $, $Palo Alto Networks $, $Zscaler $, $NVIDIA $ and $Apple $.\"This is an opportunity, not the start of a downtrend ","content":"<p>Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.</p><p><blockquote>韦德布什证券董事总经理丹·艾夫斯建议投资者坚持投资科技股，尽管美联储加息可能会出现潜在的估值紧缩。</blockquote></p><p> \"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.</p><p><blockquote>“现在不是放弃科技的时候，”他周五对 CNBC 表示。</blockquote></p><p> Calling the current era \"a fourth industrial revolution,\" Ives backed such stocks as <a href=\"https://laohu8.com/S/CYBR\">CyberArk Software </a>, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks </a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler </a>, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA </a> and <a href=\"https://laohu8.com/S/AAPL\">Apple </a>.</p><p><blockquote>艾夫斯将当前时代称为“第四次工业革命”，他支持以下股票：<a href=\"https://laohu8.com/S/CYBR\">赛博方舟软件</a>,<a href=\"https://laohu8.com/S/PANW\">帕洛阿尔托网络</a>,<a href=\"https://laohu8.com/S/ZS\">缩放器</a>,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>.</blockquote></p><p> \"This is an opportunity, not the start of a downtrend for tech,\" he said.</p><p><blockquote>“这是一个机会，而不是科技下行趋势的开始，”他说。</blockquote></p><p> Ives argued that a large number of tech names will see significant growth in coming years thanks to heavy spending on technologies like cybersecurity, 5G and further moves into the cloud.</p><p><blockquote>艾夫斯认为，由于在网络安全、5G等技术上的巨额支出以及进一步向云迁移，大量科技公司将在未来几年实现显着增长。</blockquote></p><p> He estimated that this \"digital transformation\" would fuel another $2T in spending over the next six to seven years.</p><p><blockquote>他估计，这种“数字化转型”将在未来六到七年内增加 2 万亿美元的支出。</blockquote></p><p> That said, Ives warned investors that they had to be selective with their portfolios, as some stocks will lose momentum once the massive pandemic-related stimulus comes to an end.</p><p><blockquote>尽管如此，艾夫斯警告投资者，他们必须对投资组合进行选择性，因为一旦与大流行相关的大规模刺激措施结束，一些股票将失去动力。</blockquote></p><p> \"You have to separate the winners from the losers and the long-term winners versus the ones that benefited from the pandemic,\" he said.</p><p><blockquote>他说：“你必须区分赢家和输家，区分长期赢家和从疫情中受益的人。”</blockquote></p><p> Rather, Ives suggested investors \"double down on their winners.\"</p><p><blockquote>相反，艾夫斯建议投资者“加倍押注赢家”。</blockquote></p><p> Looking at some of the stocks mentioned by Ives, NVDA has done by far the best in 2021, more than doubling over the course of the year. ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.</p><p><blockquote>从艾夫斯提到的一些股票来看，NVDA 在 2021 年的表现是迄今为止最好的，一年内上涨了一倍多。ZS 和 PANW 均上涨近 50%。AAPL 落后于规模较小的竞争对手，尽管它在 2021 年上涨了约 30%。</blockquote></p><p> The main laggard in the group is CYBR, which is basically flat on the year:</p><p><blockquote>集团中主要落后的是CYBR，同比基本持平：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/25aa45389fe8b89d41006f304e02894e\" tg-width=\"1201\" tg-height=\"405\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wedbush's Dan Ives: Don't throw in the towel on tech<blockquote>韦德布什的丹·艾夫斯：不要放弃科技</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\">\nWedbush's Dan Ives: Don't throw in the towel on tech<blockquote>韦德布什的丹·艾夫斯：不要放弃科技</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-18 13:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.</p><p><blockquote>韦德布什证券董事总经理丹·艾夫斯建议投资者坚持投资科技股，尽管美联储加息可能会出现潜在的估值紧缩。</blockquote></p><p> \"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.</p><p><blockquote>“现在不是放弃科技的时候，”他周五对 CNBC 表示。</blockquote></p><p> Calling the current era \"a fourth industrial revolution,\" Ives backed such stocks as <a href=\"https://laohu8.com/S/CYBR\">CyberArk Software </a>, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks </a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler </a>, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA </a> and <a href=\"https://laohu8.com/S/AAPL\">Apple </a>.</p><p><blockquote>艾夫斯将当前时代称为“第四次工业革命”，他支持以下股票：<a href=\"https://laohu8.com/S/CYBR\">赛博方舟软件</a>,<a href=\"https://laohu8.com/S/PANW\">帕洛阿尔托网络</a>,<a href=\"https://laohu8.com/S/ZS\">缩放器</a>,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>.</blockquote></p><p> \"This is an opportunity, not the start of a downtrend for tech,\" he said.</p><p><blockquote>“这是一个机会，而不是科技下行趋势的开始，”他说。</blockquote></p><p> Ives argued that a large number of tech names will see significant growth in coming years thanks to heavy spending on technologies like cybersecurity, 5G and further moves into the cloud.</p><p><blockquote>艾夫斯认为，由于在网络安全、5G等技术上的巨额支出以及进一步向云迁移，大量科技公司将在未来几年实现显着增长。</blockquote></p><p> He estimated that this \"digital transformation\" would fuel another $2T in spending over the next six to seven years.</p><p><blockquote>他估计，这种“数字化转型”将在未来六到七年内增加 2 万亿美元的支出。</blockquote></p><p> That said, Ives warned investors that they had to be selective with their portfolios, as some stocks will lose momentum once the massive pandemic-related stimulus comes to an end.</p><p><blockquote>尽管如此，艾夫斯警告投资者，他们必须对投资组合进行选择性，因为一旦与大流行相关的大规模刺激措施结束，一些股票将失去动力。</blockquote></p><p> \"You have to separate the winners from the losers and the long-term winners versus the ones that benefited from the pandemic,\" he said.</p><p><blockquote>他说：“你必须区分赢家和输家，区分长期赢家和从疫情中受益的人。”</blockquote></p><p> Rather, Ives suggested investors \"double down on their winners.\"</p><p><blockquote>相反，艾夫斯建议投资者“加倍押注赢家”。</blockquote></p><p> Looking at some of the stocks mentioned by Ives, NVDA has done by far the best in 2021, more than doubling over the course of the year. ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.</p><p><blockquote>从艾夫斯提到的一些股票来看，NVDA 在 2021 年的表现是迄今为止最好的，一年内上涨了一倍多。ZS 和 PANW 均上涨近 50%。AAPL 落后于规模较小的竞争对手，尽管它在 2021 年上涨了约 30%。</blockquote></p><p> The main laggard in the group is CYBR, which is basically flat on the year:</p><p><blockquote>集团中主要落后的是CYBR，同比基本持平：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/25aa45389fe8b89d41006f304e02894e\" tg-width=\"1201\" tg-height=\"405\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZS":"Zscaler Inc.","NVDA":"英伟达","PANW":"Palo Alto Networks","CYBR":"Cyber-Ark Software"},"source_url":"https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161245886","content_text":"Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\n\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.\nCalling the current era \"a fourth industrial revolution,\" Ives backed such stocks as CyberArk Software , Palo Alto Networks , Zscaler , NVIDIA  and Apple .\n\"This is an opportunity, not the start of a downtrend for tech,\" he said.\nIves argued that a large number of tech names will see significant growth in coming years thanks to heavy spending on technologies like cybersecurity, 5G and further moves into the cloud.\nHe estimated that this \"digital transformation\" would fuel another $2T in spending over the next six to seven years.\nThat said, Ives warned investors that they had to be selective with their portfolios, as some stocks will lose momentum once the massive pandemic-related stimulus comes to an end.\n\"You have to separate the winners from the losers and the long-term winners versus the ones that benefited from the pandemic,\" he said.\nRather, Ives suggested investors \"double down on their winners.\"\nLooking at some of the stocks mentioned by Ives, NVDA has done by far the best in 2021, more than doubling over the course of the year. ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.\nThe main laggard in the group is CYBR, which is basically flat on the year:","news_type":1,"symbols_score_info":{"CYBR":0.9,"NVDA":0.9,"PANW":0.9,"ZS":0.9}},"isVote":1,"tweetType":1,"viewCount":1674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699281796,"gmtCreate":1639810459673,"gmtModify":1639810460599,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699281796","repostId":"1104728154","repostType":4,"repost":{"id":"1104728154","kind":"news","pubTimestamp":1639803394,"share":"https://www.laohunote.com/m/news/1104728154?lang=zh_CN&edition=full","pubTime":"2021-12-18 12:56","market":"us","language":"en","title":"US IPO Weekly Recap: 6 IPOs debut ahead of the shortened holiday week<blockquote>美国 IPO 每周回顾：假期周缩短前 6 家 IPO 首次亮相</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104728154","media":"renaissancecap...","summary":"The IPO market saw an uptick in activity this past week with six IPOs raising $919 million, led by I","content":"<p>The IPO market saw an uptick in activity this past week with six IPOs raising $919 million, led by IoT solutions developer&nbsp;<b>Samsara</b>(IOT). 14 SPACs also went public. The pipeline got a boost, with six IPOs and three SPACs submitting initial filings.</p><p><blockquote>过去一周，IPO 市场活动有所增加，由物联网解决方案开发商牵头的六次 IPO 筹集了 9.19 亿美元<b>轮回</b>（物联网）。14家SPAC也上市了。该管道得到了推动，六家 IPO 和三家 SPAC 提交了初始文件。</blockquote></p><p> <a href=\"https://laohu8.com/S/IOT\"><b>Samsara</b></a> priced at the high end to raise $805 million at a $12.4 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22. Samsara finished down 3%.</p><p><blockquote><a href=\"https://laohu8.com/S/IOT\"><b>轮回</b></a>定价高端，以 124 亿美元的市值筹集 8.05 亿美元。这家“物联网”公司提供了一个基于云的平台，将企业的资产与物理运营连接起来，提高了运营效率以及资产和员工的生产力。快速增长但高度无利可图，Samsara 在 2022 财年的 9 个月中，ARR 超过 10 万美元的客户实现了两位数的增长。轮回收盘下跌3%。</blockquote></p><p> Italian solid tumor biotech&nbsp;<a href=\"https://laohu8.com/S/GNTA\"><b>Genenta Science</b></a> upsized and priced at the midpoint to raise $36 million at a $208 million market cap. Genenta’s lead candidate, Temferon, is currently in a Phase 1/2a dose-escalation trial in newly diagnosed glioblastoma multiforme patients with unmethylated MGMT gene promoters. The company anticipates completing patient enrollment and treatment by the 2Q22. Genenta finished down 4%.</p><p><blockquote>意大利实体瘤生物技术<a href=\"https://laohu8.com/S/GNTA\"><b>基因塔科学</b></a>扩大规模并在中点定价，以 2.08 亿美元的市值筹集 3600 万美元。Genenta 的主要候选药物 Temferon 目前正在对新诊断的 MGMT 基因启动子未甲基化的多形性胶质母细胞瘤患者进行 1/2a 期剂量递增试验。该公司预计2022年第二季度将完成患者登记和治疗。Genenta收盘下跌4%。</blockquote></p><p> Wine brand&nbsp;<a href=\"https://laohu8.com/S/VINE\"><b>Fresh Vine Wine</b>&nbsp;</a> priced at the high end to raise $22 million at a $122 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico. Fresh Vine Wine finished down 43%.</p><p><blockquote>葡萄酒品牌<a href=\"https://laohu8.com/S/VINE\"><b>新鲜葡萄酒</b> </a>定价为高端，以 1.22 亿美元的市值筹集 2200 万美元。这家名人创办的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine正在增长，但非常无利可图，它通过批发、零售和DTC渠道销售葡萄酒，并能够在所有50个州和波多黎各进行批发分销。新鲜葡萄酒下跌了43%。</blockquote></p><p> Micro-cap&nbsp;<a href=\"https://laohu8.com/S/IMMX\"><b>Immix Biopharma</b></a> priced at the low end to raise $21 million at a $71 million market cap. Immix Biopharma is developing a novel class of tissue-specific therapies in oncology and inflammation. Its lead candidate, IMX-110, is currently in Phase 1b/2a trials for solid tumors in the US and Australia. Immix finished down 20%.</p><p><blockquote>微型帽<a href=\"https://laohu8.com/S/IMMX\"><b>Immix生物制药</b></a>定价为低端，以 7100 万美元的市值筹集 2100 万美元。Immix Biopharma 正在开发一种新型的肿瘤学和炎症组织特异性疗法。其主要候选药物IMX-110目前正在美国和澳大利亚进行实体瘤的1b/2a期试验。Immix 收盘下跌 20%。</blockquote></p><p> Australia-listed&nbsp;<a href=\"https://laohu8.com/S/BNOX\"><b>Bionomics</b></a> raised $20 million at an $89 million market cap. Bionomics’ lead candidate, BNC210, is expected to begin its Phase 2 PREVAIL trial for social anxiety disorder by the end of 2021, with topline data anticipated by the end of 2022, and has already started its Phase 2b ATTUNE trial for PTSD, with topline data anticipated in the 1H23. Bionomics finished up 5%.</p><p><blockquote>澳洲上市<a href=\"https://laohu8.com/S/BNOX\"><b>生物学</b></a>以8900万美元的市值筹集了2000万美元。Bionomics 的主要候选药物 BNC210 预计将于 2021 年底开始针对社交焦虑症的 2 期 PREVAIL 试验，预计将于 2022 年底获得顶线数据，并已开始针对创伤后应激障碍的 2b 期 ATTUNE 试验，预计将于 2023 年上半年获得顶线数据。生物学完成了5%。</blockquote></p><p> Micro-cap satellite developer&nbsp;<a href=\"https://laohu8.com/S/SIDU\"><b>Sidus Space</b>&nbsp;</a> priced at the midpoint to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21. Sidus Space finished up 133%.</p><p><blockquote>微帽卫星显影剂<a href=\"https://laohu8.com/S/SIDU\"><b>Sidus空间</b> </a>定价在中点，以8100万美元的市值筹集1500万美元。该公司提供商业卫星服务，如设计、制造、发射和数据收集。Sidus Space 迄今为止已产生与航天相关的制造收入，但在 2021 年 9 月毛利率为负，高度无利可图。Sidus Space 收盘上涨 133%。</blockquote></p><p> 14 SPACs went public led by electrification-focused&nbsp;<b>Battery Future Acquisition</b>(BFAC.U) and Investcorp’s&nbsp;<b>Investcorp Europe Acquisition I</b>(IVCBU), which both raised $300 million.</p><p><blockquote>以电气化为重点的14家SPAC上市<b>电池未来收购</b>(BFAC.U) 和 Investcorp<b>Investcorp 欧洲收购 I</b>（IVCBU），两家公司都筹集了 3 亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/799a4a1f3d2f8a7ae87a4d79ea13c453\" tg-width=\"481\" tg-height=\"577\" referrerpolicy=\"no-referrer\">Six IPOs submitted initial filings led by leading PE firm<b>TPG</b>(TPG), which filed for an estimated $1.5 billion IPO. ALS biotech&nbsp;<b>Amylyx Pharmaceuticals</b>(AMLX), software firm<b>Justworks</b>(JW), and hypertension biotech&nbsp;<b>CinCor Pharma</b>(CINC) all filed to raise $100 million. Chinese food and beverage supplier&nbsp;<b>Fortune Valley Treasures</b>(FVTI) filed to raise $25 million, and cybersecurity services provider&nbsp;<b>Cerberus Cyber Sentinel</b>(CISO) filed to raise $10 million.</p><p><blockquote>由领先私募股权公司牵头的六家 IPO 提交初始文件<b>TPG</b>(TPG) 申请了约 15 亿美元的 IPO。作为生物技术<b>Amylyx制药公司</b>(AMLX)，软件公司<b>Justworks</b>（JW）和高血压生物技术<b>辛科尔制药</b>（CINC）全部申请筹集1亿美元。中国食品饮料供应商<b>财富谷宝藏</b>(FVTI) 申请筹集 2500 万美元，以及网络安全服务提供商<b>地狱犬网络哨兵</b>（CISO）申请筹集1000万美元。</blockquote></p><p> Three SPACs submitted initial filings led by Sagansky and Sloan’s&nbsp;<b>Screaming Eagle Acquisition</b>(SCRMU), which filed to raise $750 million.</p><p><blockquote>由萨甘斯基和斯隆牵头的三家 SPAC 提交了初步文件<b>尖叫鹰收购</b>（SCRMU），申请筹集7.5亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d7c4fbba2b60c3e616cb443ad97fd1a9\" tg-width=\"710\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p><p><blockquote></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 Weekly Recap: 6 IPOs debut ahead of the shortened holiday week<blockquote>美国 IPO 每周回顾：假期周缩短前 6 家 IPO 首次亮相</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 Weekly Recap: 6 IPOs debut ahead of the shortened holiday week<blockquote>美国 IPO 每周回顾：假期周缩短前 6 家 IPO 首次亮相</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-18 12:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market saw an uptick in activity this past week with six IPOs raising $919 million, led by IoT solutions developer&nbsp;<b>Samsara</b>(IOT). 14 SPACs also went public. The pipeline got a boost, with six IPOs and three SPACs submitting initial filings.</p><p><blockquote>过去一周，IPO 市场活动有所增加，由物联网解决方案开发商牵头的六次 IPO 筹集了 9.19 亿美元<b>轮回</b>（物联网）。14家SPAC也上市了。该管道得到了推动，六家 IPO 和三家 SPAC 提交了初始文件。</blockquote></p><p> <a href=\"https://laohu8.com/S/IOT\"><b>Samsara</b></a> priced at the high end to raise $805 million at a $12.4 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22. Samsara finished down 3%.</p><p><blockquote><a href=\"https://laohu8.com/S/IOT\"><b>轮回</b></a>定价高端，以 124 亿美元的市值筹集 8.05 亿美元。这家“物联网”公司提供了一个基于云的平台，将企业的资产与物理运营连接起来，提高了运营效率以及资产和员工的生产力。快速增长但高度无利可图，Samsara 在 2022 财年的 9 个月中，ARR 超过 10 万美元的客户实现了两位数的增长。轮回收盘下跌3%。</blockquote></p><p> Italian solid tumor biotech&nbsp;<a href=\"https://laohu8.com/S/GNTA\"><b>Genenta Science</b></a> upsized and priced at the midpoint to raise $36 million at a $208 million market cap. Genenta’s lead candidate, Temferon, is currently in a Phase 1/2a dose-escalation trial in newly diagnosed glioblastoma multiforme patients with unmethylated MGMT gene promoters. The company anticipates completing patient enrollment and treatment by the 2Q22. Genenta finished down 4%.</p><p><blockquote>意大利实体瘤生物技术<a href=\"https://laohu8.com/S/GNTA\"><b>基因塔科学</b></a>扩大规模并在中点定价，以 2.08 亿美元的市值筹集 3600 万美元。Genenta 的主要候选药物 Temferon 目前正在对新诊断的 MGMT 基因启动子未甲基化的多形性胶质母细胞瘤患者进行 1/2a 期剂量递增试验。该公司预计2022年第二季度将完成患者登记和治疗。Genenta收盘下跌4%。</blockquote></p><p> Wine brand&nbsp;<a href=\"https://laohu8.com/S/VINE\"><b>Fresh Vine Wine</b>&nbsp;</a> priced at the high end to raise $22 million at a $122 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico. Fresh Vine Wine finished down 43%.</p><p><blockquote>葡萄酒品牌<a href=\"https://laohu8.com/S/VINE\"><b>新鲜葡萄酒</b> </a>定价为高端，以 1.22 亿美元的市值筹集 2200 万美元。这家名人创办的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine正在增长，但非常无利可图，它通过批发、零售和DTC渠道销售葡萄酒，并能够在所有50个州和波多黎各进行批发分销。新鲜葡萄酒下跌了43%。</blockquote></p><p> Micro-cap&nbsp;<a href=\"https://laohu8.com/S/IMMX\"><b>Immix Biopharma</b></a> priced at the low end to raise $21 million at a $71 million market cap. Immix Biopharma is developing a novel class of tissue-specific therapies in oncology and inflammation. Its lead candidate, IMX-110, is currently in Phase 1b/2a trials for solid tumors in the US and Australia. Immix finished down 20%.</p><p><blockquote>微型帽<a href=\"https://laohu8.com/S/IMMX\"><b>Immix生物制药</b></a>定价为低端，以 7100 万美元的市值筹集 2100 万美元。Immix Biopharma 正在开发一种新型的肿瘤学和炎症组织特异性疗法。其主要候选药物IMX-110目前正在美国和澳大利亚进行实体瘤的1b/2a期试验。Immix 收盘下跌 20%。</blockquote></p><p> Australia-listed&nbsp;<a href=\"https://laohu8.com/S/BNOX\"><b>Bionomics</b></a> raised $20 million at an $89 million market cap. Bionomics’ lead candidate, BNC210, is expected to begin its Phase 2 PREVAIL trial for social anxiety disorder by the end of 2021, with topline data anticipated by the end of 2022, and has already started its Phase 2b ATTUNE trial for PTSD, with topline data anticipated in the 1H23. Bionomics finished up 5%.</p><p><blockquote>澳洲上市<a href=\"https://laohu8.com/S/BNOX\"><b>生物学</b></a>以8900万美元的市值筹集了2000万美元。Bionomics 的主要候选药物 BNC210 预计将于 2021 年底开始针对社交焦虑症的 2 期 PREVAIL 试验，预计将于 2022 年底获得顶线数据，并已开始针对创伤后应激障碍的 2b 期 ATTUNE 试验，预计将于 2023 年上半年获得顶线数据。生物学完成了5%。</blockquote></p><p> Micro-cap satellite developer&nbsp;<a href=\"https://laohu8.com/S/SIDU\"><b>Sidus Space</b>&nbsp;</a> priced at the midpoint to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21. Sidus Space finished up 133%.</p><p><blockquote>微帽卫星显影剂<a href=\"https://laohu8.com/S/SIDU\"><b>Sidus空间</b> </a>定价在中点，以8100万美元的市值筹集1500万美元。该公司提供商业卫星服务，如设计、制造、发射和数据收集。Sidus Space 迄今为止已产生与航天相关的制造收入，但在 2021 年 9 月毛利率为负，高度无利可图。Sidus Space 收盘上涨 133%。</blockquote></p><p> 14 SPACs went public led by electrification-focused&nbsp;<b>Battery Future Acquisition</b>(BFAC.U) and Investcorp’s&nbsp;<b>Investcorp Europe Acquisition I</b>(IVCBU), which both raised $300 million.</p><p><blockquote>以电气化为重点的14家SPAC上市<b>电池未来收购</b>(BFAC.U) 和 Investcorp<b>Investcorp 欧洲收购 I</b>（IVCBU），两家公司都筹集了 3 亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/799a4a1f3d2f8a7ae87a4d79ea13c453\" tg-width=\"481\" tg-height=\"577\" referrerpolicy=\"no-referrer\">Six IPOs submitted initial filings led by leading PE firm<b>TPG</b>(TPG), which filed for an estimated $1.5 billion IPO. ALS biotech&nbsp;<b>Amylyx Pharmaceuticals</b>(AMLX), software firm<b>Justworks</b>(JW), and hypertension biotech&nbsp;<b>CinCor Pharma</b>(CINC) all filed to raise $100 million. Chinese food and beverage supplier&nbsp;<b>Fortune Valley Treasures</b>(FVTI) filed to raise $25 million, and cybersecurity services provider&nbsp;<b>Cerberus Cyber Sentinel</b>(CISO) filed to raise $10 million.</p><p><blockquote>由领先私募股权公司牵头的六家 IPO 提交初始文件<b>TPG</b>(TPG) 申请了约 15 亿美元的 IPO。作为生物技术<b>Amylyx制药公司</b>(AMLX)，软件公司<b>Justworks</b>（JW）和高血压生物技术<b>辛科尔制药</b>（CINC）全部申请筹集1亿美元。中国食品饮料供应商<b>财富谷宝藏</b>(FVTI) 申请筹集 2500 万美元，以及网络安全服务提供商<b>地狱犬网络哨兵</b>（CISO）申请筹集1000万美元。</blockquote></p><p> Three SPACs submitted initial filings led by Sagansky and Sloan’s&nbsp;<b>Screaming Eagle Acquisition</b>(SCRMU), which filed to raise $750 million.</p><p><blockquote>由萨甘斯基和斯隆牵头的三家 SPAC 提交了初步文件<b>尖叫鹰收购</b>（SCRMU），申请筹集7.5亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d7c4fbba2b60c3e616cb443ad97fd1a9\" tg-width=\"710\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89658/US-IPO-Weekly-Recap-6-IPOs-debut-ahead-of-the-shortened-holiday-week\">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":{"IMMX":"Immix Biopharma, Inc","IOT":"Samsara, Inc.","GNTA":"Genenta Science S.p.A."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89658/US-IPO-Weekly-Recap-6-IPOs-debut-ahead-of-the-shortened-holiday-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104728154","content_text":"The IPO market saw an uptick in activity this past week with six IPOs raising $919 million, led by IoT solutions developer Samsara(IOT). 14 SPACs also went public. The pipeline got a boost, with six IPOs and three SPACs submitting initial filings.\nSamsara priced at the high end to raise $805 million at a $12.4 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22. Samsara finished down 3%.\nItalian solid tumor biotech Genenta Science upsized and priced at the midpoint to raise $36 million at a $208 million market cap. Genenta’s lead candidate, Temferon, is currently in a Phase 1/2a dose-escalation trial in newly diagnosed glioblastoma multiforme patients with unmethylated MGMT gene promoters. The company anticipates completing patient enrollment and treatment by the 2Q22. Genenta finished down 4%.\nWine brand Fresh Vine Wine  priced at the high end to raise $22 million at a $122 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico. Fresh Vine Wine finished down 43%.\nMicro-cap Immix Biopharma priced at the low end to raise $21 million at a $71 million market cap. Immix Biopharma is developing a novel class of tissue-specific therapies in oncology and inflammation. Its lead candidate, IMX-110, is currently in Phase 1b/2a trials for solid tumors in the US and Australia. Immix finished down 20%.\nAustralia-listed Bionomics raised $20 million at an $89 million market cap. Bionomics’ lead candidate, BNC210, is expected to begin its Phase 2 PREVAIL trial for social anxiety disorder by the end of 2021, with topline data anticipated by the end of 2022, and has already started its Phase 2b ATTUNE trial for PTSD, with topline data anticipated in the 1H23. Bionomics finished up 5%.\nMicro-cap satellite developer Sidus Space  priced at the midpoint to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21. Sidus Space finished up 133%.\n14 SPACs went public led by electrification-focused Battery Future Acquisition(BFAC.U) and Investcorp’s Investcorp Europe Acquisition I(IVCBU), which both raised $300 million.\nSix IPOs submitted initial filings led by leading PE firmTPG(TPG), which filed for an estimated $1.5 billion IPO. ALS biotech Amylyx Pharmaceuticals(AMLX), software firmJustworks(JW), and hypertension biotech CinCor Pharma(CINC) all filed to raise $100 million. Chinese food and beverage supplier Fortune Valley Treasures(FVTI) filed to raise $25 million, and cybersecurity services provider Cerberus Cyber Sentinel(CISO) filed to raise $10 million.\nThree SPACs submitted initial filings led by Sagansky and Sloan’s Screaming Eagle Acquisition(SCRMU), which filed to raise $750 million.\n","news_type":1,"symbols_score_info":{"IMMX":0.9,"GNTA":0.9,"VINE":0.9,"IOT":0.9}},"isVote":1,"tweetType":1,"viewCount":1845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690795296,"gmtCreate":1639706943117,"gmtModify":1639708222258,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690795296","repostId":"2191109429","repostType":4,"isVote":1,"tweetType":1,"viewCount":1519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690798072,"gmtCreate":1639706739940,"gmtModify":1639708013488,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"themes":[],"title":"","htmlText":"Will expect all markets down in the remaining days of 2021.","listText":"Will expect all markets down in the remaining days of 2021.","text":"Will expect all markets down in the remaining days of 2021.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690798072","repostId":"1136590194","repostType":4,"isVote":1,"tweetType":1,"viewCount":1212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":125154912,"gmtCreate":1624665640436,"gmtModify":1633949978194,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576888762442253","authorIdStr":"3576888762442253"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Perform well last night","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Perform well last night","text":"$Tiger Brokers(TIGR)$Perform well last night","images":[{"img":"https://static.tigerbbs.com/8203dbbb018bfb4c0fd5ef09b5ebdf7e","width":"1536","height":"1639"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/125154912","isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":852556976,"gmtCreate":1635292958593,"gmtModify":1635292959611,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576888762442253","authorIdStr":"3576888762442253"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Went down after opening. It will go up in long term. Be patient.&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Went down after opening. It will go up in long term. Be patient.&nbsp;","text":"$Tiger Brokers(TIGR)$Went down after opening. It will go up in long term. Be patient.","images":[{"img":"https://static.tigerbbs.com/0ba8c00de78b10557674de9a7ef0b325","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/852556976","isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563421686188310","authorId":"3563421686188310","name":"Hopehope赋予希望","avatar":"https://static.tigerbbs.com/9d9527ab7ac6557b84288abebb9ec540","crmLevel":13,"crmLevelSwitch":0,"idStr":"3563421686188310","authorIdStr":"3563421686188310"},"content":"yes will go up in long term","text":"yes will go up in long term","html":"yes will go up in long term"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":145856186,"gmtCreate":1626218766845,"gmtModify":1631886032983,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576888762442253","authorIdStr":"3576888762442253"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a>Earning coins","listText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a>Earning coins","text":"$PayPal(PYPL)$Earning 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indeed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/884976591","repostId":"2168165528","repostType":4,"isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810026973,"gmtCreate":1629935811292,"gmtModify":1633681390021,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576888762442253","authorIdStr":"3576888762442253"},"themes":[],"title":"","htmlText":"Well done Salesforce&nbsp;","listText":"Well done Salesforce&nbsp;","text":"Well done 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Good time to buy","listText":"<a href=\"https://laohu8.com/S/BEKE\">$KE Holdings Inc.(BEKE)$</a>Currently is undervalued. Good time to buy","text":"$KE Holdings Inc.(BEKE)$Currently is undervalued. Good time to buy","images":[{"img":"https://static.tigerbbs.com/28494f42304873b7baf55cffc834d547","width":"1536","height":"1795"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/180738189","isVote":1,"tweetType":1,"viewCount":1927,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580009662045068","authorId":"3580009662045068","name":"Danny_7995","avatar":"https://static.tigerbbs.com/e42550cb991eeed9f7209ab83a1e69d8","crmLevel":1,"crmLevelSwitch":0,"idStr":"3580009662045068","authorIdStr":"3580009662045068"},"content":"不急，大租房时代，贝壳为王","text":"不急，大租房时代，贝壳为王","html":"不急，大租房时代，贝壳为王"},{"author":{"id":"136519691706834","authorId":"136519691706834","name":"彤画故事","avatar":"https://static.tigerbbs.com/e9e7b57b50d137567f8f736909458c37","crmLevel":1,"crmLevelSwitch":0,"idStr":"136519691706834","authorIdStr":"136519691706834"},"content":"300市盈率 不算低了","text":"300市盈率 不算低了","html":"300市盈率 不算低了"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":197439703,"gmtCreate":1621477415902,"gmtModify":1631883667583,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576888762442253","authorIdStr":"3576888762442253"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>This share has given me 6x return.I believe it will continue to do well","listText":"<a href=\"https://laohu8.com/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>This share has given me 6x return.I believe it will continue to do well","text":"$IFAST CORPORATION LTD.(AIY.SI)$This share has given me 6x return.I believe it will continue to do well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/197439703","isVote":1,"tweetType":1,"viewCount":1786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":876165111,"gmtCreate":1637283479694,"gmtModify":1637283480085,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576888762442253","authorIdStr":"3576888762442253"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/876165111","repostId":"1154209932","repostType":4,"isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}