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JunHaoT

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2021-12-28

Vroom vroom vroom

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2021-12-27

To the moon. Hehe

Tesla Is Top WallStreetBets Interest Heading Into New Week, These Are The Other Top Trends<blockquote>特斯拉是WallStreetBets最感兴趣的进入新的一周，这些是其他热门趋势</blockquote>

2021-12-26

Fortune-teller

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2021-12-26

Apple a day keeps the doctor away

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2021-12-25

Mfst

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2021-12-23

Too much regulation in China

JD shares dropped more than 9% in premarket trading.<blockquote>京东股价在盘前交易中下跌超过9%。</blockquote>

2021-12-22

Just buy and hold nia

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2021-12-21

Doesn't matrer, we will still buy an iPhone no matter what spect it has

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2021-12-20

S&P 500

Cathie Wood says stocks have corrected into 'deep value territory' and won't let benchmarks 'hold our strategies hostage'<blockquote>凯西·伍德表示，股市已修正至“深度价值区域”，不会让基准“挟持我们的策略”</blockquote>

2021-12-19

Apple have lots of cash to burn.

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2021-12-18

Need to wait nia

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2021-12-17

Huat ah

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2021-12-16

All the hype on EV

The Next Top Electric Vehicle Stock: Look Out Tesla And Apple<blockquote>下一个顶级电动汽车股票：留意特斯拉和苹果</blockquote>

2021-12-15

All these are noise

Tesla dropped nearly 1% in premarket trading after Elon Musk insulted Elizabeth Warren in clash over taxes<blockquote>Elon Musk在税收冲突中侮辱Elizabeth Warren后，特斯拉盘前交易下跌近1%</blockquote>

2021-12-14

Love it

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2021-12-13

Up

Apple's $3 trillion market cap to be a 'watershed moment' for company<blockquote>苹果3万亿美元市值将成为公司的“分水岭时刻”</blockquote>

2021-12-12

He will have stocks options as salary

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2021-12-11

So many shareholder here

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

2021-12-10

Go down some more

Grab shares dropped another 2% in premarket trading<blockquote>Grab股价在盘前交易中又下跌2%</blockquote>

2021-12-09

Yes, it just over hype previously.

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stock on Reddit’s r/WallStreetBe","content":"<p>Electric vehicle maker&nbsp;<b>Tesla Inc.</b>&nbsp;has emerged as the most-discussed stock on Reddit’s r/WallStreetBets forum as of early Monday.</p><p><blockquote>电动汽车制造商<b>特斯拉公司。</b>截至周一早些时候，已成为Reddit r/WallStreetBets论坛上讨论最多的股票。</blockquote></p><p> <b>What Happened</b>: Exchange-traded fund&nbsp;<b>SPDR S&amp;P 500 ETF Trust</b>&nbsp;is seeing the highest interest on the forum with 125 mentions at press time, followed by Tesla with 79 mentions, data from Quiver Quantitative showed.</p><p><blockquote><b>发生了什么</b>：交易所交易基金<b>SPDR标普500 ETF信托</b>Quiver Quantitative的数据显示，截至发稿时，该论坛的兴趣最高，有125次提及，其次是特斯拉，有79次提及。</blockquote></p><p> Videogame retailer&nbsp;<b>GameStop Corp.</b>&nbsp;and&nbsp;<b>Apple Inc.</b>&nbsp;are in the third and fourth positions, having attracted 23 and 22 mentions respectively.</p><p><blockquote>电子游戏零售商<b>游戏驿站公司。</b>和<b>苹果公司。</b>排名第三和第四，分别吸引了23次和22次提及。</blockquote></p><p> <b>Why It Matters</b>: Tesla’s shares closed 5.8% higher on Thursday, the last trading day prior to the Christmas holidays.</p><p><blockquote><b>为什么它很重要</b>：特斯拉股价周四收盘上涨5.8%，这是圣诞节假期前的最后一个交易日。</blockquote></p><p> The<b>National Highway Traffic Safety Administration</b>(NHTSA) said that Tesla will stop allowing video games to be played on vehicle screens while its cars are moving, as per a&nbsp;report&nbsp;by Bloomberg.</p><p><blockquote>The<b>国家公路交通安全管理局</b>据彭博社报道，美国国家公路交通安全管理局(NHTSA)表示，特斯拉将停止允许在汽车行驶时在车辆屏幕上玩视频游戏。</blockquote></p><p> The move comes a day after the agency&nbsp;opened a formal safety probe&nbsp;into 580,000 Tesla vehicles over their ability to run games on the infotainment systems.</p><p><blockquote>此前一天，该机构对58万辆特斯拉汽车在信息娱乐系统上运行游戏的能力展开正式安全调查。</blockquote></p><p> The NHTSA said that the functionality called<b>“Passenger Play”</b>may distract drivers and increase the risk of a crash.</p><p><blockquote>NHTSA表示，该功能称为<b>“乘客玩”</b>可能会分散司机的注意力，增加撞车的风险。</blockquote></p><p> Apple is also seeing high interest on the forum.</p><p><blockquote>苹果也对该论坛产生了浓厚的兴趣。</blockquote></p><p> Apple has hired&nbsp;<b>Meta Platforms Inc.’s</b>&nbsp;communications and public relations head&nbsp;<b>Andrea Schubert</b>&nbsp;for the iPhone maker’s Augmented Reality (AR) efforts, it was&nbsp;reported&nbsp;on Sunday, citing Bloomberg’s&nbsp;<b>Mark Gurman</b>.</p><p><blockquote>苹果已聘请<b>元平台公司的</b>传讯及公共关系主管<b>安德里亚·舒伯特</b>对于这家iPhone制造商在增强现实(AR)方面的努力，周日援引彭博社的<b>马克·古尔曼</b>.</blockquote></p><p> <b>Price Action</b>: Tesla shares closed almost 5.8% higher in Thursday’s regular trading session at $1,067.00.</p><p><blockquote><b>价格行为</b>：特斯拉股价在周四常规交易时段收盘上涨近5.8%，至1,067.00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>Tesla Is Top WallStreetBets Interest Heading Into New Week, These Are The Other Top Trends<blockquote>特斯拉是WallStreetBets最感兴趣的进入新的一周，这些是其他热门趋势</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{ 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float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is Top WallStreetBets Interest Heading Into New Week, These Are The Other Top Trends<blockquote>特斯拉是WallStreetBets最感兴趣的进入新的一周，这些是其他热门趋势</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-27 13:56</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Electric vehicle maker&nbsp;<b>Tesla Inc.</b>&nbsp;has emerged as the most-discussed stock on Reddit’s r/WallStreetBets forum as of early Monday.</p><p><blockquote>电动汽车制造商<b>特斯拉公司。</b>截至周一早些时候，已成为Reddit r/WallStreetBets论坛上讨论最多的股票。</blockquote></p><p> <b>What Happened</b>: Exchange-traded fund&nbsp;<b>SPDR S&amp;P 500 ETF Trust</b>&nbsp;is seeing the highest interest on the forum with 125 mentions at press time, followed by Tesla with 79 mentions, data from Quiver Quantitative showed.</p><p><blockquote><b>发生了什么</b>：交易所交易基金<b>SPDR标普500 ETF信托</b>Quiver Quantitative的数据显示，截至发稿时，该论坛的兴趣最高，有125次提及，其次是特斯拉，有79次提及。</blockquote></p><p> Videogame retailer&nbsp;<b>GameStop Corp.</b>&nbsp;and&nbsp;<b>Apple Inc.</b>&nbsp;are in the third and fourth positions, having attracted 23 and 22 mentions respectively.</p><p><blockquote>电子游戏零售商<b>游戏驿站公司。</b>和<b>苹果公司。</b>排名第三和第四，分别吸引了23次和22次提及。</blockquote></p><p> <b>Why It Matters</b>: Tesla’s shares closed 5.8% higher on Thursday, the last trading day prior to the Christmas holidays.</p><p><blockquote><b>为什么它很重要</b>：特斯拉股价周四收盘上涨5.8%，这是圣诞节假期前的最后一个交易日。</blockquote></p><p> The<b>National Highway Traffic Safety Administration</b>(NHTSA) said that Tesla will stop allowing video games to be played on vehicle screens while its cars are moving, as per a&nbsp;report&nbsp;by Bloomberg.</p><p><blockquote>The<b>国家公路交通安全管理局</b>据彭博社报道，美国国家公路交通安全管理局(NHTSA)表示，特斯拉将停止允许在汽车行驶时在车辆屏幕上玩视频游戏。</blockquote></p><p> The move comes a day after the agency&nbsp;opened a formal safety probe&nbsp;into 580,000 Tesla vehicles over their ability to run games on the infotainment systems.</p><p><blockquote>此前一天，该机构对58万辆特斯拉汽车在信息娱乐系统上运行游戏的能力展开正式安全调查。</blockquote></p><p> The NHTSA said that the functionality called<b>“Passenger Play”</b>may distract drivers and increase the risk of a crash.</p><p><blockquote>NHTSA表示，该功能称为<b>“乘客玩”</b>可能会分散司机的注意力，增加撞车的风险。</blockquote></p><p> Apple is also seeing high interest on the forum.</p><p><blockquote>苹果也对该论坛产生了浓厚的兴趣。</blockquote></p><p> Apple has hired&nbsp;<b>Meta Platforms Inc.’s</b>&nbsp;communications and public relations head&nbsp;<b>Andrea Schubert</b>&nbsp;for the iPhone maker’s Augmented Reality (AR) efforts, it was&nbsp;reported&nbsp;on Sunday, citing Bloomberg’s&nbsp;<b>Mark Gurman</b>.</p><p><blockquote>苹果已聘请<b>元平台公司的</b>传讯及公共关系主管<b>安德里亚·舒伯特</b>对于这家iPhone制造商在增强现实(AR)方面的努力，周日援引彭博社的<b>马克·古尔曼</b>.</blockquote></p><p> <b>Price Action</b>: Tesla shares closed almost 5.8% higher in Thursday’s regular trading session at $1,067.00.</p><p><blockquote><b>价格行为</b>：特斯拉股价在周四常规交易时段收盘上涨近5.8%，至1,067.00美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","TSLA":"特斯拉","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190124477","content_text":"Electric vehicle maker Tesla Inc. has emerged as the most-discussed stock on Reddit’s r/WallStreetBets forum as of early Monday.\nWhat Happened: Exchange-traded fund SPDR S&P 500 ETF Trust is seeing the highest interest on the forum with 125 mentions at press time, followed by Tesla with 79 mentions, data from Quiver Quantitative showed.\nVideogame retailer GameStop Corp. and Apple Inc. are in the third and fourth positions, having attracted 23 and 22 mentions respectively.\nWhy It Matters: Tesla’s shares closed 5.8% higher on Thursday, the last trading day prior to the Christmas holidays.\nTheNational Highway Traffic Safety Administration(NHTSA) said that Tesla will stop allowing video games to be played on vehicle screens while its cars are moving, as per a report by Bloomberg.\nThe move comes a day after the agency opened a formal safety probe into 580,000 Tesla vehicles over their ability to run games on the infotainment systems.\nThe NHTSA said that the functionality called“Passenger Play”may distract drivers and increase the risk of a crash.\nApple is also seeing high interest on the forum.\nApple has hired Meta Platforms Inc.’s communications and public relations head Andrea Schubert for the iPhone maker’s Augmented Reality (AR) efforts, it was reported on Sunday, citing Bloomberg’s Mark Gurman.\nPrice Action: Tesla shares closed almost 5.8% higher in Thursday’s regular trading session at 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a day keeps the doctor away","listText":"Apple a day keeps the doctor away","text":"Apple a day keeps the doctor away","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698479073","repostId":"2193781141","repostType":4,"isVote":1,"tweetType":1,"viewCount":2578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698243926,"gmtCreate":1640420389166,"gmtModify":1640420389482,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091088321144510","idStr":"4091088321144510"},"themes":[],"htmlText":"Mfst","listText":"Mfst","text":"Mfst","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698243926","repostId":"2193178191","repostType":4,"isVote":1,"tweetType":1,"viewCount":2440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698031066,"gmtCreate":1640257439411,"gmtModify":1640257443346,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091088321144510","idStr":"4091088321144510"},"themes":[],"htmlText":"Too much regulation in China","listText":"Too much regulation in China","text":"Too much regulation in China","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698031066","repostId":"1111942278","repostType":4,"repost":{"id":"1111942278","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640250064,"share":"https://www.laohu8.com/m/news/1111942278?lang=zh_CN&edition=full","pubTime":"2021-12-23 17:01","market":"hk","language":"en","title":"JD shares dropped more than 9% in premarket trading.<blockquote>京东股价在盘前交易中下跌超过9%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111942278","media":"Tiger Newspress","summary":"JD shares dropped more than 9% in premarket trading.\n\nTencent Holdings Ltd.plans to distribute more ","content":"<p>JD&nbsp;shares&nbsp;dropped&nbsp;more&nbsp;than&nbsp;9%&nbsp;in&nbsp;premarket&nbsp;trading.</p><p><blockquote>京东股价在盘前交易中下跌超过9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d539c754ddd71e5197253487bc06daff\" tg-width=\"710\" tg-height=\"615\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tencent Holdings Ltd.plans to distribute more than $16 billion ofJD.com Inc.shares as a one-time dividend, representing a near-retreat from the Chinese e-commerce firm that is stoking concerns it will pull away from other marquee investments.</p><p><blockquote>腾讯控股控股有限公司计划分配超过160亿美元的京东公司股票作为一次性股息，这意味着这家中国电子商务公司即将退出，这引发了人们对其将退出其他大型投资的担忧。</blockquote></p><p> Tencent plans to give out 457.3 million Class A shares in JD.com, representing about 86.4% of its total stake and nearly 15% of the online retailer’s total issued shares, according to a&nbsp;filing&nbsp;to the Hong Kong stock exchange. At Wednesday’s close, the shares in the proposed distribution were worth HK$127.7 billion ($16.4 billion). Tencent, which controls about 17% of JD.com, will hold roughly 2.3% of the e-commerce company’s shares after the handout, JD.com said in a separate statement.</p><p><blockquote>根据向港交所提交的文件，腾讯控股计划在京东发行4.573亿股A类股，约占其总股份的86.4%，占该在线零售商已发行股份总数的近15%。截至周三收盘，拟议分配的股票价值1277亿港元（164亿美元）。京东在另一份声明中表示，控制着京东约17%股份的腾讯控股在此次捐赠后将持有这家电子商务公司约2.3%的股份。</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>JD shares dropped more than 9% in premarket trading.<blockquote>京东股价在盘前交易中下跌超过9%。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJD shares dropped more than 9% in premarket trading.<blockquote>京东股价在盘前交易中下跌超过9%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-23 17:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>JD&nbsp;shares&nbsp;dropped&nbsp;more&nbsp;than&nbsp;9%&nbsp;in&nbsp;premarket&nbsp;trading.</p><p><blockquote>京东股价在盘前交易中下跌超过9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d539c754ddd71e5197253487bc06daff\" tg-width=\"710\" tg-height=\"615\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tencent Holdings Ltd.plans to distribute more than $16 billion ofJD.com Inc.shares as a one-time dividend, representing a near-retreat from the Chinese e-commerce firm that is stoking concerns it will pull away from other marquee investments.</p><p><blockquote>腾讯控股控股有限公司计划分配超过160亿美元的京东公司股票作为一次性股息，这意味着这家中国电子商务公司即将退出，这引发了人们对其将退出其他大型投资的担忧。</blockquote></p><p> Tencent plans to give out 457.3 million Class A shares in JD.com, representing about 86.4% of its total stake and nearly 15% of the online retailer’s total issued shares, according to a&nbsp;filing&nbsp;to the Hong Kong stock exchange. At Wednesday’s close, the shares in the proposed distribution were worth HK$127.7 billion ($16.4 billion). Tencent, which controls about 17% of JD.com, will hold roughly 2.3% of the e-commerce company’s shares after the handout, JD.com said in a separate statement.</p><p><blockquote>根据向港交所提交的文件，腾讯控股计划在京东发行4.573亿股A类股，约占其总股份的86.4%，占该在线零售商已发行股份总数的近15%。截至周三收盘，拟议分配的股票价值1277亿港元（164亿美元）。京东在另一份声明中表示，控制着京东约17%股份的腾讯控股在此次捐赠后将持有这家电子商务公司约2.3%的股份。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","TCEHY":"腾讯控股ADR","00700":"腾讯控股","JD":"京东"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111942278","content_text":"JD shares dropped more than 9% in premarket trading.\n\nTencent Holdings Ltd.plans to distribute more than $16 billion ofJD.com Inc.shares as a one-time dividend, representing a near-retreat from the Chinese e-commerce firm that is stoking concerns it will pull away from other marquee investments.\nTencent plans to give out 457.3 million Class A shares in JD.com, representing about 86.4% of its total stake and nearly 15% of the online retailer’s total issued shares, according to a filing to the Hong Kong stock exchange. At Wednesday’s close, the shares in the proposed distribution were worth HK$127.7 billion ($16.4 billion). Tencent, which controls about 17% of JD.com, will hold roughly 2.3% of the e-commerce company’s shares after the handout, JD.com said in a separate statement.","news_type":1,"symbols_score_info":{"00700":0.9,"JD":0.9,"TCEHY":0.9,"09618":0.9}},"isVote":1,"tweetType":1,"viewCount":2714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691389136,"gmtCreate":1640136822204,"gmtModify":1640136822541,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091088321144510","idStr":"4091088321144510"},"themes":[],"htmlText":"Just buy and hold nia","listText":"Just buy and hold nia","text":"Just buy and hold nia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691389136","repostId":"2193775154","repostType":4,"isVote":1,"tweetType":1,"viewCount":2574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693760707,"gmtCreate":1640081519823,"gmtModify":1640081545836,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091088321144510","idStr":"4091088321144510"},"themes":[],"htmlText":"Doesn't matrer, we will still buy an iPhone no matter what spect it has&nbsp;","listText":"Doesn't matrer, we will still buy an iPhone no matter what spect it has&nbsp;","text":"Doesn't matrer, we will still buy an iPhone no matter what spect it has","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693760707","repostId":"1107450954","repostType":4,"isVote":1,"tweetType":1,"viewCount":2433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693963234,"gmtCreate":1639961597633,"gmtModify":1639961598002,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091088321144510","idStr":"4091088321144510"},"themes":[],"htmlText":"S&amp;P 500&nbsp;","listText":"S&amp;P 500&nbsp;","text":"S&P 500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693963234","repostId":"2192708619","repostType":4,"repost":{"id":"2192708619","kind":"highlight","pubTimestamp":1639954209,"share":"https://www.laohu8.com/m/news/2192708619?lang=zh_CN&edition=full","pubTime":"2021-12-20 06:50","market":"us","language":"en","title":"Cathie Wood says stocks have corrected into 'deep value territory' and won't let benchmarks 'hold our strategies hostage'<blockquote>凯西·伍德表示，股市已修正至“深度价值区域”，不会让基准“挟持我们的策略”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2192708619","media":"MarketWatch","summary":"ARK Invest founder Cathie Wood offered the latest defense of the once-highflying, disruptive innovat","content":"<p>ARK Invest founder Cathie Wood offered the latest defense of the once-highflying, disruptive innovation strategies that had made her suite of exchange-traded funds among the most popular, and best-performing, on Wall Street in 2020.</p><p><blockquote>ARK Invest创始人凯西·伍德(Cathie Wood)为曾经雄心勃勃的颠覆性创新战略进行了最新辩护，这些战略使她的交易所交易基金套件成为2020年华尔街最受欢迎、表现最好的基金之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e17c2568a6dc81e7e3573ede78dcfb0\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Patrick T. Fallon/AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>帕特里克·T·法伦/法新社/盖蒂图片社</span></p></blockquote></p><p> In a Friday evening blog post, Wood said that despite a brutal stretch that has compelled the operators of the ARK Invest ETFs, including the flagship Ark Innovation&nbsp;fund, to do some soul-searching, the fund manager is sticking to her game plan.</p><p><blockquote>伍德在周五晚上的一篇博客文章中表示，尽管经历了残酷的考验，迫使包括旗舰方舟创新基金在内的方舟投资ETF的运营商进行了一些自我反省，但这位基金经理仍坚持她的游戏计划。</blockquote></p><p>   “‘With a five-year investment time horizon, our forecasts for these platforms suggest that our strategies today could deliver a 30-40% compound annual rate of return during the next five years.’”  “We won’t let benchmarks and tracking errors hold our strategies hostage to the existing world order,” Wood wrote. She described the success of the ARK ETFs as one not solely bolstered by fervor for “stay at home” investment opportunities, amid the COVID pandemic, but rooted in identifying paradigm-shifting innovation, from blockchain and bitcoin&nbsp;to electric vehicles.</p><p><blockquote>“‘在五年的投资时间范围内，我们对这些平台的预测表明，我们今天的策略可以在未来五年内实现30-40%的复合年回报率。’”“我们不会让基准和跟踪错误使我们的战略受制于现有的世界秩序，”伍德写道。她形容方舟ETF的成功，不仅仅是因为他们在COVID疫情期间对“呆在家里”投资机会的热情，而是源于他们发现了从区块链、比特币到电动车等模式变革的创新。</blockquote></p><p> “Critical to investment success will be moving to the right side of change, avoiding industries and companies caught in the crosshairs of ‘creative destruction’ and embracing those on the leading edge of ‘disruptive innovation,'” Wood wrote.</p><p><blockquote>伍德写道：“投资成功的关键是转向变革的正确方向，避免陷入‘创造性破坏’的行业和公司，并拥抱那些处于‘颠覆性创新’前沿的行业和公司。”</blockquote></p><p> On Friday, ARK Innovation ended the session up nearly 6% and produced its second straight sharp weekly gain, up 1.1%, following a 1.8% advance in the prior week. The advance for ARK Innovation still leaves the actively managed fund down nearly 22% in the year to date, as the broader S&amp;P 500,the Dow Jones Industrial Average&nbsp;and the technology Nasdaq Composite Index&nbsp;have faced whipsawing volatility derived primarily from concerns about more transmissible strains of COVID, surging inflation and global monetary policy’s reaction to those pricing pressures. Year-to-date the S&amp;P 500 index is up 864.57 points or 23.02%.</p><p><blockquote>周五，ARK Innovation收盘上涨近6%，连续第二周大幅上涨，上涨1.1%，此前一周上涨1.8%。ARK Innovation的上涨仍然导致这只主动管理型基金今年迄今下跌了近22%，因为更广泛的标普500、道琼斯工业平均指数和科技纳斯达克综合指数面临剧烈波动，这主要是由于对传染性更强的担忧新冠疫情、通胀飙升以及全球货币政策对这些定价压力的反应。年初至今，标普500指数上涨864.57点，涨幅23.02%。</blockquote></p><p> ARK’s seven ETFs returned an average of 141% in 2020, on the back of gains from companies such as&nbsp;<b>Tesla Inc.</b>,and&nbsp;<b>Teladoc Health Inc</b>.,&nbsp;making Wood the toast of Wall Street. But those funds, focused primarily on companies that aren’t yet profitable, have been limping lower since hitting a peak back in February, and their woeful performance has raised questions about the prospects for the ETFs in the months and years to come.</p><p><blockquote>ARK旗下7只ETF 2020年平均回报率为141%，得益于以下公司的收益<b>特斯拉公司。</b>，和<b>Teladoc健康公司</b>.，让伍德成为华尔街的宠儿。但这些基金主要专注于尚未盈利的公司，自2月份达到峰值以来一直在走低，其糟糕的表现引发了人们对ETF未来几个月和几年前景的质疑。</blockquote></p><p> Wood urged investors to maintain their support of the ARK complex and said that maintaining a long-term, five-year time horizon would be the best way to judge the fund manager’s true performance.</p><p><blockquote>伍德敦促投资者保持对方舟综合体的支持，并表示保持长期的五年时间范围将是判断基金经理真实业绩的最佳方式。</blockquote></p><p> “With a five-year investment time horizon, our forecasts for these platforms suggest that our strategies today could deliver a 30-40% compound annual rate of return during the next five years,” the ARK CEO wrote.</p><p><blockquote>ARK首席执行官写道：“以五年的投资时间范围，我们对这些平台的预测表明，我们今天的策略可以在未来五年内实现30-40%的复合年回报率。”</blockquote></p><p> “In other words, if our research is correct—and I believe that our research on innovation is the best in the financial world—then our strategies will triple to quintuple in value over the next five years,”&nbsp;Wood added.</p><p><blockquote>“换句话说，如果我们的研究是正确的——我相信我们对创新的研究是金融界最好的——那么我们的战略价值将在未来五年内增加三到五倍，”伍德补充道。</blockquote></p><p> The ARK founder also made the case that the Nasdaq and S&amp;P 500 could be the bigger disappointment to return-eager investors in the longer-term because they are more overvalued than the disruptive investments that comprise her funds.</p><p><blockquote>这位方舟创始人还表示，从长远来看，纳斯达克和标普500可能会让渴望回报的投资者更失望，因为它们的估值比构成她基金的颠覆性投资更高估。</blockquote></p><p> “Unlike many innovation-related stocks, equity benchmarks are selling at record high prices and near record high valuations, 26x for the S&amp;P 500 and 127x for the Nasdaq on a trailing twelve-month basis,” Wood wrote.</p><p><blockquote>伍德写道：“与许多与创新相关的股票不同，股票基准正以创纪录的高价和接近创纪录的高估值出售，过去12个月标普500为26倍，纳斯达克为127倍。”</blockquote></p><p> She said that the “five major innovation platforms which involve 14 technologies are likely to transform the existing world order and that so-called tried and true investment strategies “will disappoint during the next five to ten years as DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technology scale and converge.”</p><p><blockquote>她表示，“涉及14项技术的五大创新平台可能会改变现有的世界秩序，随着DNA测序、机器人、能源存储、人工智能和区块链技术的规模和融合，所谓的屡试不爽的投资策略”将在未来五到十年内令人失望。”</blockquote></p><p> Wood also made the case that the so-called wall of worry, with inflation fears representing perhaps the biggest concern, provided an ideal backdrop for further advances in innovation stocks in the longer run because the dot-com markets of the late-1990s weren’t properly buffeted by investor concerns. The thinking is that “walls of worry” tend to limit market euphoria.</p><p><blockquote>伍德还指出，所谓的担忧墙（其中通胀担忧可能是最大的担忧）从长远来看为创新股的进一步上涨提供了理想的背景，因为20世纪90年代末的互联网市场并没有受到投资者担忧的适当打击。人们的想法是，“担忧之墙”往往会限制市场的兴奋。</blockquote></p><p> “In our view, the wall of worry built on the back of high multiple stocks bodes well for equities in the innovation space,” she wrote. “No wall of worry existed or tested the equity market in 1999. This time around, the wall of worry has scaled to enormous heights,” Wood said.</p><p><blockquote>她写道：“我们认为，建立在高市盈率股票基础上的担忧之墙对创新领域的股票来说是个好兆头。”伍德表示：“1999年，股市并不存在担忧之墙，也没有受到考验。这一次，担忧之墙已经达到了巨大的高度。”</blockquote></p><p> On the macroeconomic front, Wood said that deflation, rather than inflation, could be a bigger problem for markets in the coming months.</p><p><blockquote>在宏观经济方面，伍德表示，通货紧缩而不是通胀可能是未来几个月市场面临的更大问题。</blockquote></p><p></p><p> “That said, my conviction is growing that the bigger surprise to the markets will be price deflation – both cyclical and secular – and that, after collapsing this year, higher multiple stocks could turn around dramatically during the next year,” she wrote.</p><p><blockquote>她写道：“也就是说，我越来越相信，市场面临的更大惊喜将是价格通货紧缩——无论是周期性的还是长期的——而且在今年崩溃之后，市盈率较高的股票可能会在明年大幅逆转。”</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood says stocks have corrected into 'deep value territory' and won't let benchmarks 'hold our strategies hostage'<blockquote>凯西·伍德表示，股市已修正至“深度价值区域”，不会让基准“挟持我们的策略”</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\">\nCathie Wood says stocks have corrected into 'deep value territory' and won't let benchmarks 'hold our strategies hostage'<blockquote>凯西·伍德表示，股市已修正至“深度价值区域”，不会让基准“挟持我们的策略”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-20 06:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>ARK Invest founder Cathie Wood offered the latest defense of the once-highflying, disruptive innovation strategies that had made her suite of exchange-traded funds among the most popular, and best-performing, on Wall Street in 2020.</p><p><blockquote>ARK Invest创始人凯西·伍德(Cathie Wood)为曾经雄心勃勃的颠覆性创新战略进行了最新辩护，这些战略使她的交易所交易基金套件成为2020年华尔街最受欢迎、表现最好的基金之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e17c2568a6dc81e7e3573ede78dcfb0\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Patrick T. Fallon/AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>帕特里克·T·法伦/法新社/盖蒂图片社</span></p></blockquote></p><p> In a Friday evening blog post, Wood said that despite a brutal stretch that has compelled the operators of the ARK Invest ETFs, including the flagship Ark Innovation&nbsp;fund, to do some soul-searching, the fund manager is sticking to her game plan.</p><p><blockquote>伍德在周五晚上的一篇博客文章中表示，尽管经历了残酷的考验，迫使包括旗舰方舟创新基金在内的方舟投资ETF的运营商进行了一些自我反省，但这位基金经理仍坚持她的游戏计划。</blockquote></p><p>   “‘With a five-year investment time horizon, our forecasts for these platforms suggest that our strategies today could deliver a 30-40% compound annual rate of return during the next five years.’”  “We won’t let benchmarks and tracking errors hold our strategies hostage to the existing world order,” Wood wrote. She described the success of the ARK ETFs as one not solely bolstered by fervor for “stay at home” investment opportunities, amid the COVID pandemic, but rooted in identifying paradigm-shifting innovation, from blockchain and bitcoin&nbsp;to electric vehicles.</p><p><blockquote>“‘在五年的投资时间范围内，我们对这些平台的预测表明，我们今天的策略可以在未来五年内实现30-40%的复合年回报率。’”“我们不会让基准和跟踪错误使我们的战略受制于现有的世界秩序，”伍德写道。她形容方舟ETF的成功，不仅仅是因为他们在COVID疫情期间对“呆在家里”投资机会的热情，而是源于他们发现了从区块链、比特币到电动车等模式变革的创新。</blockquote></p><p> “Critical to investment success will be moving to the right side of change, avoiding industries and companies caught in the crosshairs of ‘creative destruction’ and embracing those on the leading edge of ‘disruptive innovation,'” Wood wrote.</p><p><blockquote>伍德写道：“投资成功的关键是转向变革的正确方向，避免陷入‘创造性破坏’的行业和公司，并拥抱那些处于‘颠覆性创新’前沿的行业和公司。”</blockquote></p><p> On Friday, ARK Innovation ended the session up nearly 6% and produced its second straight sharp weekly gain, up 1.1%, following a 1.8% advance in the prior week. The advance for ARK Innovation still leaves the actively managed fund down nearly 22% in the year to date, as the broader S&amp;P 500,the Dow Jones Industrial Average&nbsp;and the technology Nasdaq Composite Index&nbsp;have faced whipsawing volatility derived primarily from concerns about more transmissible strains of COVID, surging inflation and global monetary policy’s reaction to those pricing pressures. Year-to-date the S&amp;P 500 index is up 864.57 points or 23.02%.</p><p><blockquote>周五，ARK Innovation收盘上涨近6%，连续第二周大幅上涨，上涨1.1%，此前一周上涨1.8%。ARK Innovation的上涨仍然导致这只主动管理型基金今年迄今下跌了近22%，因为更广泛的标普500、道琼斯工业平均指数和科技纳斯达克综合指数面临剧烈波动，这主要是由于对传染性更强的担忧新冠疫情、通胀飙升以及全球货币政策对这些定价压力的反应。年初至今，标普500指数上涨864.57点，涨幅23.02%。</blockquote></p><p> ARK’s seven ETFs returned an average of 141% in 2020, on the back of gains from companies such as&nbsp;<b>Tesla Inc.</b>,and&nbsp;<b>Teladoc Health Inc</b>.,&nbsp;making Wood the toast of Wall Street. But those funds, focused primarily on companies that aren’t yet profitable, have been limping lower since hitting a peak back in February, and their woeful performance has raised questions about the prospects for the ETFs in the months and years to come.</p><p><blockquote>ARK旗下7只ETF 2020年平均回报率为141%，得益于以下公司的收益<b>特斯拉公司。</b>，和<b>Teladoc健康公司</b>.，让伍德成为华尔街的宠儿。但这些基金主要专注于尚未盈利的公司，自2月份达到峰值以来一直在走低，其糟糕的表现引发了人们对ETF未来几个月和几年前景的质疑。</blockquote></p><p> Wood urged investors to maintain their support of the ARK complex and said that maintaining a long-term, five-year time horizon would be the best way to judge the fund manager’s true performance.</p><p><blockquote>伍德敦促投资者保持对方舟综合体的支持，并表示保持长期的五年时间范围将是判断基金经理真实业绩的最佳方式。</blockquote></p><p> “With a five-year investment time horizon, our forecasts for these platforms suggest that our strategies today could deliver a 30-40% compound annual rate of return during the next five years,” the ARK CEO wrote.</p><p><blockquote>ARK首席执行官写道：“以五年的投资时间范围，我们对这些平台的预测表明，我们今天的策略可以在未来五年内实现30-40%的复合年回报率。”</blockquote></p><p> “In other words, if our research is correct—and I believe that our research on innovation is the best in the financial world—then our strategies will triple to quintuple in value over the next five years,”&nbsp;Wood added.</p><p><blockquote>“换句话说，如果我们的研究是正确的——我相信我们对创新的研究是金融界最好的——那么我们的战略价值将在未来五年内增加三到五倍，”伍德补充道。</blockquote></p><p> The ARK founder also made the case that the Nasdaq and S&amp;P 500 could be the bigger disappointment to return-eager investors in the longer-term because they are more overvalued than the disruptive investments that comprise her funds.</p><p><blockquote>这位方舟创始人还表示，从长远来看，纳斯达克和标普500可能会让渴望回报的投资者更失望，因为它们的估值比构成她基金的颠覆性投资更高估。</blockquote></p><p> “Unlike many innovation-related stocks, equity benchmarks are selling at record high prices and near record high valuations, 26x for the S&amp;P 500 and 127x for the Nasdaq on a trailing twelve-month basis,” Wood wrote.</p><p><blockquote>伍德写道：“与许多与创新相关的股票不同，股票基准正以创纪录的高价和接近创纪录的高估值出售，过去12个月标普500为26倍，纳斯达克为127倍。”</blockquote></p><p> She said that the “five major innovation platforms which involve 14 technologies are likely to transform the existing world order and that so-called tried and true investment strategies “will disappoint during the next five to ten years as DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technology scale and converge.”</p><p><blockquote>她表示，“涉及14项技术的五大创新平台可能会改变现有的世界秩序，随着DNA测序、机器人、能源存储、人工智能和区块链技术的规模和融合，所谓的屡试不爽的投资策略”将在未来五到十年内令人失望。”</blockquote></p><p> Wood also made the case that the so-called wall of worry, with inflation fears representing perhaps the biggest concern, provided an ideal backdrop for further advances in innovation stocks in the longer run because the dot-com markets of the late-1990s weren’t properly buffeted by investor concerns. The thinking is that “walls of worry” tend to limit market euphoria.</p><p><blockquote>伍德还指出，所谓的担忧墙（其中通胀担忧可能是最大的担忧）从长远来看为创新股的进一步上涨提供了理想的背景，因为20世纪90年代末的互联网市场并没有受到投资者担忧的适当打击。人们的想法是，“担忧之墙”往往会限制市场的兴奋。</blockquote></p><p> “In our view, the wall of worry built on the back of high multiple stocks bodes well for equities in the innovation space,” she wrote. “No wall of worry existed or tested the equity market in 1999. This time around, the wall of worry has scaled to enormous heights,” Wood said.</p><p><blockquote>她写道：“我们认为，建立在高市盈率股票基础上的担忧之墙对创新领域的股票来说是个好兆头。”伍德表示：“1999年，股市并不存在担忧之墙，也没有受到考验。这一次，担忧之墙已经达到了巨大的高度。”</blockquote></p><p> On the macroeconomic front, Wood said that deflation, rather than inflation, could be a bigger problem for markets in the coming months.</p><p><blockquote>在宏观经济方面，伍德表示，通货紧缩而不是通胀可能是未来几个月市场面临的更大问题。</blockquote></p><p></p><p> “That said, my conviction is growing that the bigger surprise to the markets will be price deflation – both cyclical and secular – and that, after collapsing this year, higher multiple stocks could turn around dramatically during the next year,” she wrote.</p><p><blockquote>她写道：“也就是说，我越来越相信，市场面临的更大惊喜将是价格通货紧缩——无论是周期性的还是长期的——而且在今年崩溃之后，市盈率较高的股票可能会在明年大幅逆转。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/cathie-wood-says-stocks-have-corrected-into-deep-value-territory-and-wont-let-benchmarks-hold-our-strategies-hostage-11639795224?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","TDOC":"Teladoc Health Inc.","TSLA":"特斯拉","ARKK":"ARK Innovation ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/cathie-wood-says-stocks-have-corrected-into-deep-value-territory-and-wont-let-benchmarks-hold-our-strategies-hostage-11639795224?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192708619","content_text":"ARK Invest founder Cathie Wood offered the latest defense of the once-highflying, disruptive innovation strategies that had made her suite of exchange-traded funds among the most popular, and best-performing, on Wall Street in 2020.\nPatrick T. Fallon/AFP/Getty Images\nIn a Friday evening blog post, Wood said that despite a brutal stretch that has compelled the operators of the ARK Invest ETFs, including the flagship Ark Innovation fund, to do some soul-searching, the fund manager is sticking to her game plan.\n\n “‘With a five-year investment time horizon, our forecasts for these platforms suggest that our strategies today could deliver a 30-40% compound annual rate of return during the next five years.’”\n\n“We won’t let benchmarks and tracking errors hold our strategies hostage to the existing world order,” Wood wrote. She described the success of the ARK ETFs as one not solely bolstered by fervor for “stay at home” investment opportunities, amid the COVID pandemic, but rooted in identifying paradigm-shifting innovation, from blockchain and bitcoin to electric vehicles.\n“Critical to investment success will be moving to the right side of change, avoiding industries and companies caught in the crosshairs of ‘creative destruction’ and embracing those on the leading edge of ‘disruptive innovation,'” Wood wrote.\nOn Friday, ARK Innovation ended the session up nearly 6% and produced its second straight sharp weekly gain, up 1.1%, following a 1.8% advance in the prior week. The advance for ARK Innovation still leaves the actively managed fund down nearly 22% in the year to date, as the broader S&P 500,the Dow Jones Industrial Average and the technology Nasdaq Composite Index have faced whipsawing volatility derived primarily from concerns about more transmissible strains of COVID, surging inflation and global monetary policy’s reaction to those pricing pressures. Year-to-date the S&P 500 index is up 864.57 points or 23.02%.\nARK’s seven ETFs returned an average of 141% in 2020, on the back of gains from companies such as Tesla Inc.,and Teladoc Health Inc., making Wood the toast of Wall Street. But those funds, focused primarily on companies that aren’t yet profitable, have been limping lower since hitting a peak back in February, and their woeful performance has raised questions about the prospects for the ETFs in the months and years to come.\nWood urged investors to maintain their support of the ARK complex and said that maintaining a long-term, five-year time horizon would be the best way to judge the fund manager’s true performance.\n“With a five-year investment time horizon, our forecasts for these platforms suggest that our strategies today could deliver a 30-40% compound annual rate of return during the next five years,” the ARK CEO wrote.\n“In other words, if our research is correct—and I believe that our research on innovation is the best in the financial world—then our strategies will triple to quintuple in value over the next five years,” Wood added.\nThe ARK founder also made the case that the Nasdaq and S&P 500 could be the bigger disappointment to return-eager investors in the longer-term because they are more overvalued than the disruptive investments that comprise her funds.\n“Unlike many innovation-related stocks, equity benchmarks are selling at record high prices and near record high valuations, 26x for the S&P 500 and 127x for the Nasdaq on a trailing twelve-month basis,” Wood wrote.\nShe said that the “five major innovation platforms which involve 14 technologies are likely to transform the existing world order and that so-called tried and true investment strategies “will disappoint during the next five to ten years as DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technology scale and converge.”\nWood also made the case that the so-called wall of worry, with inflation fears representing perhaps the biggest concern, provided an ideal backdrop for further advances in innovation stocks in the longer run because the dot-com markets of the late-1990s weren’t properly buffeted by investor concerns. The thinking is that “walls of worry” tend to limit market euphoria.\n“In our view, the wall of worry built on the back of high multiple stocks bodes well for equities in the innovation space,” she wrote. “No wall of worry existed or tested the equity market in 1999. This time around, the wall of worry has scaled to enormous heights,” Wood said.\nOn the macroeconomic front, Wood said that deflation, rather than inflation, could be a bigger problem for markets in the coming months.\n“That said, my conviction is growing that the bigger surprise to the markets will be price deflation – both cyclical and secular – and that, after collapsing this year, higher multiple stocks could turn around dramatically during the next year,” she wrote.","news_type":1,"symbols_score_info":{"TSLA":0.9,"ARKK":0.9,".DJI":0.9,"ARKIU":0.9,".SPX":0.9,"TDOC":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693038139,"gmtCreate":1639924074728,"gmtModify":1639924075062,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091088321144510","idStr":"4091088321144510"},"themes":[],"htmlText":"Apple have lots of cash to burn.&nbsp;","listText":"Apple have lots of cash to burn.&nbsp;","text":"Apple have lots of cash to burn.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/693038139","repostId":"2192035909","repostType":4,"isVote":1,"tweetType":1,"viewCount":2641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699835381,"gmtCreate":1639775189620,"gmtModify":1639775189918,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091088321144510","idStr":"4091088321144510"},"themes":[],"htmlText":"Need to wait nia","listText":"Need to wait nia","text":"Need to wait nia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699835381","repostId":"2192973639","repostType":4,"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690426468,"gmtCreate":1639703320101,"gmtModify":1639703320446,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091088321144510","idStr":"4091088321144510"},"themes":[],"htmlText":"Huat ah","listText":"Huat ah","text":"Huat ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690426468","repostId":"2192941918","repostType":2,"isVote":1,"tweetType":1,"viewCount":1236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690377308,"gmtCreate":1639644581829,"gmtModify":1639644582128,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091088321144510","idStr":"4091088321144510"},"themes":[],"htmlText":"All the hype on EV","listText":"All the hype on EV","text":"All the hype on EV","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690377308","repostId":"1162833574","repostType":4,"repost":{"id":"1162833574","kind":"news","pubTimestamp":1639638037,"share":"https://www.laohu8.com/m/news/1162833574?lang=zh_CN&edition=full","pubTime":"2021-12-16 15:00","market":"us","language":"en","title":"The Next Top Electric Vehicle Stock: Look Out Tesla And Apple<blockquote>下一个顶级电动汽车股票：留意特斯拉和苹果</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162833574","media":"Seeking Alpha","summary":"Summary\n\nSemiconductor stocks stand to gain from the global chip shortages. ON Semi, Qualcomm and Mi","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Semiconductor stocks stand to gain from the global chip shortages. ON Semi, Qualcomm and Microchip Technology are EV semiconductor stocks to watch.</li>  <li>The auto sector took a beating during the pandemic but is rebounding. Some EV stocks look attractive given the political environment, rising gas prices, and expansion of charging stations.</li>  <li>In 2022, US auto sales are expected to increase to $16M from $15M. Top automaker Ford wants all-in on electric and is addressing the chip shortage their way.</li>  <li>Compared to its EV rivals Tesla and Apple, Ford offers solid fundamentals, a reasonable valuation framework, excellent Quant Factor grades, upward earnings revisions, and incredible stock momentum.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fe8b143e1df1016169fd2775f2f9d27\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Bill Pugliano/Getty Images News</span></p><p><blockquote><ul><li>半导体股将从全球芯片短缺中受益。安森美、高通和Microchip Technology是值得关注的电动汽车半导体股票。</li><li>汽车行业在疫情期间遭受重创，但正在反弹。考虑到政治环境、油价上涨和充电站扩张，一些电动汽车股票看起来很有吸引力。</li><li>2022年，美国汽车销售额预计将从1500万美元增至1600万美元。顶级汽车制造商福特希望全力发展电动汽车，并正在以自己的方式解决芯片短缺问题。</li><li>与电动汽车竞争对手特斯拉和苹果相比，福特拥有坚实的基本面、合理的估值框架、出色的量化因子等级、向上的盈利修正和令人难以置信的股票势头。</li></ul><p class=\"t-img-caption\"><span>比尔·普利亚诺/盖蒂图片社新闻</span></p></blockquote></p><p> Automobiles and Semiconductor Chip Shortage</p><p><blockquote>汽车和半导体芯片短缺</blockquote></p><p> Over the last several years, the rapid growth of Electric Vehicles (EV) has been nothing short of astonishing. As Brendan Ahern said in his article,The Unstoppable EV Ecosystem And How To Invest, \"The past two years have seen tremendous excitement in the global electric vehicles (EVs) industry as new companies listed shares, Tesla (TSLA) was added to the S&amp;P 500, global governments stepped up electrification commitments, and electric vehicle sales soared, especially in China and the EU.\" This overview sums up the progress of EVs in the auto sector.</p><p><blockquote>在过去的几年里，电动汽车（EV）的快速增长简直令人惊讶。正如Brendan Ahern在他的文章《势不可挡的电动汽车生态系统和如何投资》中所说，“过去两年，随着新公司上市，特斯拉（TSLA）加入标普500，全球各国政府加大了电气化承诺，电动汽车销量飙升，尤其是在中国和欧盟。”本概述总结了电动汽车在汽车领域的进展。</blockquote></p><p> Our Top Automotive pick, Ford (F), is up 132% YTD and is in an enviable position on fundamentals at this time compared to Tesla, up 37% YTD. And despite Apple's (AAPL)&nbsp;accelerating plans for an autonomous vehicle, which they have deemed their mother of all Ai projects, so far, they are all talk with no viable EV product offering. Apple’s entry into the autonomous vehicle space is a topic of speculation. Notably, there is more than one way to invest in the EV revolution. It comes down to \"what’s inside?\"</p><p><blockquote>我们首选的汽车公司福特(F)年初至今上涨了132%，与特斯拉年初至今上涨37%相比，福特(F)目前在基本面方面处于令人羡慕的地位。尽管苹果（AAPL）正在加速自动驾驶汽车计划，他们将自动驾驶汽车视为所有人工智能项目之母，但到目前为止，他们都在谈论没有可行的电动汽车产品。苹果进入自动驾驶汽车领域是一个猜测的话题。值得注意的是，投资电动汽车革命的方式不止一种。归结起来就是“里面是什么？”</blockquote></p><p> Cars are like the new mainframe computers. A new car can have more than two thousand chips, blowing away a smartphone with perhaps four chips. Semiconductors play a significant role in today's automotive sector, especially EVs, which is why we find their stocks attractive. ON Semi (ON), Qualcomm (QCOM), and Microchip Technology (MCHP) are some of the best suppliers for the automotive sector. Supply chain constraints and Asian factory shutdowns have drastically impacted automotive sales. Despite the supply shortage, there's been high demand, and we've seen the cost of semiconductor shortages balloon above 90%, according to a&nbsp;Bloomberg News Article.</p><p><blockquote>汽车就像新的大型计算机。一辆新车可以有2000多个芯片，击败了一部可能有四个芯片的智能手机。半导体在当今的汽车行业，尤其是电动汽车中发挥着重要作用，这就是为什么我们发现它们的股票具有吸引力。安森美(ON)、高通(QCOM)和微芯科技(MCHP)是汽车行业最好的供应商。供应链限制和亚洲工厂停工严重影响了汽车销售。据彭博新闻社的一篇文章称，尽管供应短缺，但需求却很高，我们已经看到半导体短缺的成本飙升了90%以上。</blockquote></p><p> With a record 21 weeks to fill chip orders,Dan Hearsch, Managing Director of AlixPartners Automotive and Industrial Practice said, \"It certainly feels like the most protracted supply shortage the industry has seen because it's not over.\" Despite the lack of semiconductors, automotive prices continue to climb, reaching records in the U.S. over $42,000 per vehicle, making chip manufacturers like ON Semi, Qualcomm, and Microchip Technology Incorporated Very Bullish buys, especially given their demand in EVs.</p><p><blockquote>AlixPartners汽车和工业实践董事总经理Dan Hearsch表示，芯片订单需要创纪录的21周时间才能完成，“这确实感觉像是该行业有史以来最持久的供应短缺，因为它还没有结束。”尽管缺乏半导体，汽车价格仍在继续攀升，在美国达到每辆车超过42,000美元的记录，这使得安森美、高通和Microchip Technology Incorporation等芯片制造商非常看好购买，特别是考虑到他们对电动汽车的需求。</blockquote></p><p> <b>ON Semiconductor Corporation</b></p><p><blockquote><b>安森美半导体公司</b></blockquote></p><p> ON Semiconductor is a stock I recently wrote about in an article called&nbsp;Top 5 Tech Stocks For 2022. A Fortune 1000 Company, ON Semi is a semiconductor and leading power management provider that uses signal and custom device technologies for communications, automotive, computing, and other uses. EV advancements allow for increased use of semiconductors in-vehicle platforms' electronics content, improving occupant safety through imaging and sensor function technology; sensor functions by way of algorithms enable vehicles to take immediate action to avoid accidents. This electrification is also used in the powertrain and vehicle auxiliary systems, with semiconductor technology at the forefront.</p><p><blockquote>安森美半导体是我最近在一篇题为《2022年五大科技股》的文章中写过的一只股票。安森美是一家财富1000强公司，是一家半导体和领先的电源管理提供商，将信号和定制器件技术用于通信、汽车、计算和其他用途。电动汽车的进步允许更多地使用半导体车载平台的电子内容，通过成像和传感器功能技术提高乘员安全性；通过算法实现的传感器功能使车辆能够立即采取行动以避免事故。这种电气化也用于动力总成和车辆辅助系统，半导体技术处于最前沿。</blockquote></p><p> The Seeking Alpha News Team recently reported&nbsp;ON Semi as a top pick at Citigroup. Citigroup analyst Christopher Danely said, \"With January's earnings season on the horizon, now is a prime time for investors to buy semiconductor stocks as chip-sector shortages don't appear to be getting better any time soon...Danelynotes that business conditions for the semiconductor industry have not been this strong since 1999 and 2000 and that \"many\" companies are booked solid with orders through 2022.\"</p><p><blockquote>Seeking Alpha新闻团队最近报道称Semi是花旗集团的首选。花旗集团分析师克里斯托弗·丹利(Christopher Danely)表示：“随着一月份财报季的临近，现在是投资者购买半导体股票的黄金时机，因为芯片行业的短缺似乎不会很快好转……丹利指出，自1999年和2000年以来，半导体行业的商业状况从未如此强劲，而且“许多”公司在2022年之前都收到了稳定的订单。”</blockquote></p><p> ON carries a C+ Valuation Grade, remaining attractive relative to its sector by more than 7.29%, at a Forward P/E of 22.43x. Additionally, ON's growth, profitability, and momentum metrics are attractive.</p><p><blockquote>ON的估值等级为C+，相对于其行业保持吸引力超过7.29%，远期市盈率为22.43倍。此外，ON的增长、盈利能力和动量指标也很有吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/041f800d3cc6cb924bd6d61c64faf92e\" tg-width=\"640\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p></p><p> Momentum is a strong A+ Grade for ON Semiconductor, as they continue to have stellar price returns, with a price-performance return over 10 years exceeding 700%. Diving into ON’s&nbsp;growth grades, the company has a strong year-over-year EBITDA Growth grade of A- at 134.70% above the sector, and EPS FWD Long Term grade of A+, 208% above the sector. As we continue to dive into semiconductors important to vehicle automation, there is another name in the chip industry helping increase the trend towards EVs.</p><p><blockquote>对于安森美半导体来说，Momentum是一个很强的A+等级，因为他们继续拥有出色的价格回报，10年的性价比回报超过700%。深入了解ON的增长评级，该公司的EBITDA同比增长评级为A-，比行业高出134.70%，EPS FWD长期评级为A+，比行业高出208%。随着我们继续深入研究对汽车自动化很重要的半导体，芯片行业还有另一个名字有助于推动电动汽车的趋势。</blockquote></p><p> <b>Qualcomm</b></p><p><blockquote><b>Qualcomm</b></blockquote></p><p> QCOM gets a significant portion of its revenue from products aimed at the automotive sector. QCOM is already the world's biggest supplier of mobile phone chips, a wireless technology innovator, and 5G driver. The company has announced it will continue to expand into next-generation self-driving vehicles. SA news&nbsp;just reported&nbsp;Qualcomm could rally 25% higher in the next six months, according to Cerity Partners' Jim Lebenthal. Qualcomm, who already works with firms like Microsoft (MSFT) and Meta Platforms (FB), wants to grab hold of the EV market share, which is significantly higher than the phone chip industry, according to Cristiano Amon, QCOM President and CEO. In a&nbsp;November Press Release, Amon said, \"Our announcement with BMW today is the onset of a new era in automotive where two technology leaders have come together to design and develop…the next-generation automobile…we see an incredible number of changes in the industry that are driving things and putting Qualcomm at the intersection of demand for virtually every industry.\"</p><p><blockquote>高通的很大一部分收入来自针对汽车行业的产品。高通已经是全球最大的手机芯片供应商、无线技术创新者和5G驱动者。该公司宣布将继续向下一代自动驾驶汽车扩张。Cerity Partners的Jim Lebenthal表示，SA news刚刚报道称，高通在未来六个月内可能会上涨25%。高通总裁兼首席执行官Cristiano Amon表示，高通已经与微软(MSFT)和Meta Platforms(FB)等公司合作，希望占领电动汽车市场份额，该市场份额明显高于手机芯片行业。阿蒙在11月的新闻稿中表示：“我们今天与宝马宣布的消息标志着汽车领域新时代的开始，两位技术领导者齐心协力设计和开发……下一代汽车……我们看到了令人难以置信的数量该行业正在推动发展，并使高通处于几乎每个行业需求的交叉点。”</blockquote></p><p> When looking at QCOM's Factor Grades below, it's clear why we believe they are on solid footing.</p><p><blockquote>当查看下面高通的因子等级时，很明显为什么我们相信它们基础稳固。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee2ff7cc1f310c6f8fd1e875afacc02e\" tg-width=\"284\" tg-height=\"223\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> QCOM comes at a reasonable valuation, trading nearly 30% below its sector with a forward P/E of 17.27+; Forward PEG is almost 63% below the sector. The stock has strong growth, excellent profitability metrics, and many analysts increasing their earnings estimates. As fellow&nbsp;Seeking Alpha author Valuentum writes, \"Qualcomm's growth trajectory is supported by its push into the automotive arena and the IoT trend, which are expected to grow its total addressable market opportunity over the next decade.\"</p><p><blockquote>QCOM的估值合理，其交易价格比其行业低近30%，预期市盈率为17.27+；远期PEG比该行业低近63%。该股增长强劲，盈利指标出色，许多分析师上调了盈利预期。正如Seeking Alpha作者Valuentum所写，“高通的增长轨迹得到了其进军汽车领域和物联网趋势的支持，预计这将在未来十年增加其总的潜在市场机会。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14b7d462d95760ddddea06904c48c60a\" tg-width=\"640\" tg-height=\"430\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> In addition to its strong profitability, QCOM is one of the best dividend-paying technology stocks. QCOM has a Dividend Growth Grade of A+. Because the trend and rise in popularity of electric vehicles is not the only way to make money, we are emphasizing another top semiconductor leading the wave of rising EVs, Microchip Technology Incorporated (MCHP).</p><p><blockquote>除了强劲的盈利能力之外，高通还是股息支付最好的科技股之一。高通的股息增长评级为A+。由于电动汽车的趋势和普及并不是赚钱的唯一途径，因此我们强调另一家引领电动汽车崛起浪潮的顶级半导体——微芯科技公司（MCHP）。</blockquote></p><p> <b>Microchip Technology Incorporated</b></p><p><blockquote><b>微芯片技术公司</b></blockquote></p><p> Another top EV chip-maker is MCHP, whose chips are used in wireless apps and devices for power management. MCHP’s chips specifically designed for electric vehicles is the artificial intelligence used to centralize computing and navigation and the powertrains and charging systems. Rated Very Bullish, out of 557 of our&nbsp;Top Tech Stocks, MCHP is ranked in the top 10% of this screener and continues to be on an upward trajectory, as evidenced by its B+ Momentum Grade.</p><p><blockquote>另一家顶级电动汽车芯片制造商是MCHP，其芯片用于无线应用程序和电源管理设备。MCHP专门为电动汽车设计的芯片是用于集中计算和导航以及动力系统和充电系统的人工智能。在我们的557只顶级科技股中，MCHP被评为非常看涨，在该筛选中排名前10%，并且继续处于上升轨道，其B+动量评级就证明了这一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38fa9b58f8f38267e8104688a79b1c77\" tg-width=\"640\" tg-height=\"204\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> Following recent Q2 Earnings results,Jefferies Financial Group, among other analysts, has increased their MCHP price target of $98 to $109, which implies a 22.7% upside. With an EPS of $1.07 that beat by $0.01 and Revenue of $1.65B beating nearly 26% YoY, it’s no wonder there are 21 FY1 Up Revisions in the last 90 days, prompting an A- Revisions Grade.</p><p><blockquote>在最近公布第二季度盈利结果后，杰富瑞金融集团等分析师将MCHP目标价从98美元上调至109美元，这意味着上涨22.7%。每股收益为1.07美元，超出0.01美元，收入为1.65 B美元，同比增长近26%，难怪在过去90天内有21次上调，从而获得A-上调评级。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc325cd371e06ec406b8e454cf7c4670\" tg-width=\"640\" tg-height=\"183\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> As we look to the EV sector capitalizing on the use of semiconductors and investors wanting to know more about stocks in this space, let us discuss Ford (F), who recently partnered with GlobalFoundries (GFS), a multinational semiconductor manufacturing and design company to address the semiconductor shortage, thus positioning themselves as the next prominent EV manufacturer to rival Tesla and Apple in the space.</p><p><blockquote>当我们期待电动汽车行业利用半导体的使用以及投资者想要更多地了解该领域的股票时，让我们讨论一下福特(F)，福特最近与跨国半导体制造和设计公司GlobalFoundries(GFS)合作解决半导体短缺问题，从而将自己定位为下一个在该领域与特斯拉和苹果竞争的著名电动汽车制造商。</blockquote></p><p> <i><b>YTD F, AAPL, TSLA PRICE RETURN COMPARISON</b></i></p><p><blockquote><i><b>年初至今F、AAPL、TSLA价格回报比较</b></i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2175c40e8df25d2f22ed2e219327137\" tg-width=\"640\" tg-height=\"230\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p></p><p> Ford has been a differentiator since the invention of the automobile. Ford’s partnering with semiconductor company GlobalFoundries clarifies that it wants to lead the industry and evolve by all means necessary, striking deals with companies to source materials and the parts required to avoid supply chain disruptions. \"Semiconductor is going to become the defining line for differentiation in the automotive experience. I believe you're seeing automotive companies want to become what I would call more silicon aware. And that's exactly what Ford is doing in their MOU they signed with G.F. They want to first make sure that they understand the supply-demand dynamics… to make sure they influence the technology road maps for foundries so that the features that we create align with their needs,\"Tom Caulfield GFS CEO, Q3 2021 Earnings Call. So how does Ford compare to its E.V. rivals, Tesla and Apple, in the electric car race?</p><p><blockquote>自汽车发明以来，福特一直是一个与众不同的公司。福特与半导体公司GlobalFoundries的合作表明，它希望通过一切必要手段引领行业并发展，与公司达成协议，采购避免供应链中断所需的材料和零件。“半导体将成为汽车体验差异化的定义线。我相信你会看到汽车公司希望成为我所说的看涨期权更加了解硅。这正是福特在与福特签署的谅解备忘录中所做的事情G.F.他们首先要确保他们了解供需动态……以确保他们影响代工厂的技术路线图，以便我们创建的功能符合他们的需求，”Tom Caulfield GFS首席执行官，2021年第三季度收益看涨期权。那么福特与其电动汽车相比如何呢？电动汽车竞赛中的竞争对手特斯拉和苹果？</blockquote></p><p> <b>Ford Valuation vs. Tesla and Apple</b></p><p><blockquote><b>福特估值与特斯拉和苹果</b></blockquote></p><p> Ford is undervalued with an overall valuation grade of C, forward P/E trading -25.82%, and the sector at 14.55X. The forward PEG ratio has an A+ grade, trading nearly 82% below the sector. When we compare Ford, Apple, and Tesla on Valuation, TSLA and AAPL receive an overall F Grade.</p><p><blockquote>福特被低估，整体估值等级为C，远期市盈率交易为-25.82%，该行业为14.55倍。远期PEG比率为A+级，比该行业低近82%。当我们比较福特、苹果和特斯拉的估值时，特斯拉和苹果公司的总体评级为F级。</blockquote></p><p> Compared to Tesla and Apple with F Valuation Grades, both look unattractive on a PEG basis (P/E Ratio divided by EPS long-term growth). Tesla PEG of 3.52X is 263.70% above the sector, and Apple PEG of 2.81X, 70.78% above the sector.</p><p><blockquote>与估值等级为F的特斯拉和苹果相比，两者在PEG基础上（市盈率除以每股收益长期增长）看起来都没有吸引力。特斯拉PEG为3.52倍，比该行业高出263.70%，苹果PEG为2.81倍，比该行业高出70.78%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54c31cedfc851a3fb1072546e0b5c879\" tg-width=\"640\" tg-height=\"440\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> Seeking Alpha’s Valuation Grade provides a unique view of how much a company is worth relative to other stocks in the same sector. Thanks to dozens of underlying metrics, the grades provide an instant characterization of the strength or weakness of the metric compared to similar stocks. Ford looks attractive on a 0.17X PEG basis and is not overvalued compared to the sector, with a median PEG of 0.97X.</p><p><blockquote>Seeking Alpha的估值等级提供了一家公司相对于同一行业其他股票的价值的独特视角。得益于数十个基础指标，这些评级可以即时表征该指标与类似股票相比的优势或劣势。福特在0.17倍PEG的基础上看起来很有吸引力，与该行业相比并没有被高估，PEG中位数为0.97倍。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbb961e840c6250e27933fd611faefc6\" tg-width=\"640\" tg-height=\"244\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> While a C grade is not ideal, Ford still looks attractive. As a pioneer in its industry, it should fare well in the EV space. According to Aswath Damodaran,Professor of Finance at the Stern School of Business at N.Y. University, the Automotive and Truck sector is sitting pretty, with a current P/E of 164.37 based upon January 2021 data and expected growth of 18.8% over the next five years with a PEG ratio of 8.87.</p><p><blockquote>虽然C级并不理想，但福特看起来仍然很有吸引力。作为行业先驱，它应该在电动汽车领域表现良好。纽约大学斯特恩商学院金融学教授Aswath Damodaran表示，汽车和卡车行业状况良好，根据2021年1月的数据，目前市盈率为164.37，预计未来五年增长18.8%PEG比率为8.87。</blockquote></p><p> Apple's announcement of a fully autonomous vehicle has turned heads, especially given its wide range of technology and persistent delays to the project.Apple Car Project&nbsp;is being led by Ai and machine learning Chief John Giannandrea. \"We're focusing on autonomous systems. It's a core technology that we view as very important. We sort of see it as the mother of all AI projects. It's probably one of the most difficult AI projects actually to work on\" said,Apple CEO Tim Cook. Whereas Tesla and Ford have a leg up with emphasis in the automotive industry, as&nbsp;John Engel emphasizes in his Seeking Alpha article, \"Ultimately, I see little about the automotive sector – EV or otherwise – that would make it a natural fit for Apple. While I suspect the development of the Apple Car over the next few years will act as a positive catalyst for Apple's stock, it will end up being more of a liability than an asset.\" Let's compare each of their growth and profitability grades.</p><p><blockquote>苹果宣布推出全自动驾驶汽车引起了人们的关注，特别是考虑到其广泛的技术和该项目的持续延迟。Apple Car项目由人工智能和机器学习主管John Giannandrea领导。苹果首席执行官Tim Cook表示：“我们专注于自主系统。这是一项我们认为非常重要的核心技术。我们认为它是所有人工智能项目之母。这可能是实际上最难处理的人工智能项目之一。”尽管特斯拉和福特在汽车行业占据优势，但正如John Engel在他的Seeking Alpha文章中强调的那样，“最终，我认为汽车行业（电动汽车或其他行业）很少会使其自然适合苹果。虽然我怀疑未来几年苹果汽车的开发将对苹果的股票起到积极的催化剂作用，但它最终将更多地成为负债而不是资产。”让我们比较一下它们的增长和盈利能力等级。</blockquote></p><p> <b>Ford Growth and Profitability vs. Tesla and Apple</b></p><p><blockquote><b>福特增长和盈利能力与特斯拉和苹果的比较</b></blockquote></p><p> With plans to build over 600,000 EV's annually by 2025 and Ford CEO Jim Farley pushing for 40% of its vehicles to be battery powered by 2030, its transition to electric cars is proving to be successful. Led by its fully-electric Mustang Mach-EFord, Ford set a new September record with EV sales surging 92% from the previous year to 9,150. Adding insult to injury, Doug Field,\"One of the top product leaders from Apple, Tesla and Segway,\"left Apple after aiding in the launch of its electric vehicle, poached by Ford as their new Chief Advanced Technology Officer. Online speculation indicates that this move may be the final nail in the Apple EV coffin. While it's all speculation, as we compare the three EV makers, it's clear why we believe Ford will prove the victor and the EV stock to watch.</p><p><blockquote>福特计划到2025年每年生产超过60万辆电动汽车，福特首席执行官吉姆·法利(Jim Farley)推动到2030年40%的汽车采用电池驱动，事实证明，其向电动汽车的转型是成功的。在全电动野马Mach-EFord的带领下，福特在9月份创下了新纪录，电动汽车销量同比飙升92%，达到9,150辆。雪上加霜的是，“苹果、特斯拉和赛格威的顶级产品领导者之一”道格·菲尔德(Doug Field)在帮助推出电动汽车后离开了苹果，并被福特挖走，担任福特新任首席先进技术官。网上猜测，此举可能是苹果电动汽车棺材上的最后一颗钉子。虽然这都是猜测，但当我们比较这三家电动汽车制造商时，很明显为什么我们相信福特将成为胜利者和值得关注的电动汽车股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eec2355246ce651d0fb1df4614fcf9e5\" tg-width=\"640\" tg-height=\"255\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p></p><p> Ford has delivered a stock price increase of more than 62% over the last five years and an increase of more than 132% YTD, bringing both A- Growth and A+ Profitability Factor Grades. With a Very Bullish rating and continually evolving in the changing landscape of electric vehicles, Ford is set to continue delivering results in the vehicle sector. Ford is built tough and has been resilient despite chip shortages and the effects brought on by the pandemic. Ford continues to introduce new vehicles and will launch an all-electric&nbsp;F-150 Lightning&nbsp;in 2022 that possesses a maximum towing capacity of 10,000 pounds and a range of up to 300 miles. According to the CEO, there's a massive demand for this truck with 200,000 reservations.</p><p><blockquote>福特股价在过去五年中上涨了62%以上，年初至今上涨了132%以上，带来了A增长和A+盈利系数评级。凭借非常乐观的评级并在不断变化的电动汽车格局中不断发展，福特将继续在汽车领域取得成果。尽管芯片短缺和大流行带来的影响，福特仍然坚韧，并且具有弹性。福特继续推出新车，并将于2022年推出全电动F-150 Lightning，最大牵引能力为10,000磅，续航里程可达300英里。据首席执行官称，这款卡车的需求量很大，已有20万份预订。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45b7946a5aed4f7f01a00c1ef0635628\" tg-width=\"640\" tg-height=\"254\" width=\"100%\" height=\"auto\"><span>Image Source: 2022 Ford® F-150 Lightning Electric Truck |All Electric and All F-150</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：2022款福特®F-150闪电电动卡车|全电动和全F-150</span></p></blockquote></p><p> The American-made F-150 Lightning and its next-generation full-size electric pickup are developing in high volumes at its new facility in Blue Oval City, Tennessee. The numbers don't lie, and despite a semiconductor shortage, there's no shortage of buyers seeking Ford vehicles. The momentum is sure to continue, especially as Ford manages its partnership with GlobalFoundries and continues to make strides to outpace Tesla and Apple.</p><p><blockquote>美国制造的F-150 Lightning及其下一代全尺寸电动皮卡正在田纳西州蓝椭圆城的新工厂大批量开发。这些数字不会说谎，尽管半导体短缺，但不乏寻求福特汽车的买家。这一势头肯定会持续下去，特别是在福特管理与GlobalFoundries的合作伙伴关系并继续大步超越特斯拉和苹果的情况下。</blockquote></p><p> While we continue to see vehicles generated by Ford, we have yet to see the release of an actual Apple EV. Tesla, on the other hand, the pioneer of the electric vehicle, continues to showcase why their cutting-edge battery technology is rated the best car in its class. It's no secret that Tesla continues to build cars for more and more people, making products accessible and affordable while also bridging the gap towards clean transport and renewable energy.</p><p><blockquote>虽然我们继续看到福特生产的汽车，但我们还没有看到真正的苹果电动汽车的发布。另一方面，电动汽车的先驱特斯拉继续展示为什么他们的尖端电池技术被评为同类汽车中最好的。众所周知，特斯拉继续为越来越多的人制造汽车，使产品变得容易获得和负担得起，同时也弥合了清洁交通和可再生能源的差距。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85b3fbd9b4798b8e89ef154b6eb78098\" tg-width=\"640\" tg-height=\"339\" width=\"100%\" height=\"auto\"><span>Image Source: Model S</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Model S</span></p></blockquote></p><p> We feel Ford's biggest contender in the EV space is Tesla, and&nbsp;Ford also contends that it will be the No. 2 EV producer in two years. Following a Ford EPS of $0.51 beats by $0.24 and 19 FY1 Up Revisions in the last 90 days, it's no wonder Ford is neck-to-neck with its competitors on Profitability with A+ ratings. Ford's continued strength indicates why&nbsp;Jim Farley, Ford CEO during the Q3 Earnings Call, said, \"We're moving aggressively to lead the electric vehicle revolution, substantially expanding our battery production as we speak today in the U.S. In fact, we already announced plans that will give us enough battery production to meet our mid-decade goal of 141 gigawatts, which is enough to build more than 1 million battery electric vehicles a year, and I think we'll need more.\"</p><p><blockquote>我们认为福特在电动汽车领域最大的竞争者是特斯拉，福特还声称它将在两年内成为第二大电动汽车生产商。福特每股收益为0.51美元，超过预期每股收益为0.24美元，并且在过去90天内对2011财年进行了19次上调，难怪福特在盈利能力方面与竞争对手并驾齐驱，评级为A+。福特的持续强劲表明了福特首席执行官吉姆·法利(Jim Farley)在第三季度财报看涨期权上表示：“正如我们今天在美国发表讲话时，我们正在积极引领电动汽车革命，大幅扩大我们的电池产量。事实上，我们已经宣布了计划，这些计划将为我们提供足够的电池产量来实现我们的十年中期141吉瓦的目标，这足以每年生产超过100万辆纯电动汽车，而且我认为我们还需要更多。”</blockquote></p><p> <i><b>FORD EARNINGS AND REVISIONS</b></i></p><p><blockquote><i><b>福特收益和修正</b></i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1077c0c6a7d52a3c5c3a553c5c5ac32\" tg-width=\"640\" tg-height=\"369\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <b>Ford, Tesla, and Apple Momentum</b></p><p><blockquote><b>福特、特斯拉和苹果的势头</b></blockquote></p><p> Each of the stocks, Ford, Tesla, and Apple continue to put their money where they believe there is an upside. Momentum is a successful trading strategy in which investors buy rising stocks and sell as they're retreating, and it is a vital factor for predicting stock price performance for those wanting to hold long term.</p><p><blockquote>福特、特斯拉和苹果继续将资金投入到他们认为有上涨空间的地方。动量是一种成功的交易策略，投资者买入上涨的股票，并在下跌时卖出，对于那些想要长期持有的人来说，它是预测股价表现的重要因素。</blockquote></p><p> Investor confidence remains high in the EV space, with each stock exhibiting A or better Momentum Grades. Year-to-date, Ford has remained up 57.27% over the previous three months while the sector is down nearly 5%. Tesla is up 30% and Apple more than 17%.</p><p><blockquote>投资者对电动汽车领域的信心仍然很高，每只股票都表现出A或更好的动量评级。今年迄今为止，福特在前三个月仍上涨了57.27%，而该行业则下跌了近5%。特斯拉上涨30%，苹果上涨超过17%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34c9ba651be822d98ff1d10c0ee70b3a\" tg-width=\"640\" tg-height=\"206\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5548abc16267f2b83467c1e652937cdd\" tg-width=\"640\" tg-height=\"202\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f87dd913db38101b4d1f4b255ee4d28c\" tg-width=\"640\" tg-height=\"207\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <b>Conclusion: Ford</b><b><i>Is</i></b><b>Built Tough and an EV Stock To Watch</b></p><p><blockquote><b>结论：福特</b><b><i>是</i></b><b>坚固且值得关注的电动汽车股票</b></blockquote></p><p></p><p> Electric Vehicle stocks can make a great return on investment, especially if you can identify those with fair valuations, excellent fundamentals and capitalize on their growth and momentum. In addition, sectors linked to EVs like semiconductors can also be great stock picks. In the current environment, where each of these stock picks offers a good balance of growth and value, it's a great play to diversify your portfolio and ride the EV and semiconductor wave. With the better valuation and continued advancements and momentum, we believe that Ford is the most opportune of the EV stock picks, but it's up to you to decide for yourself.</p><p><blockquote>电动汽车股票可以获得巨大的投资回报，特别是如果您能够识别那些估值合理、基本面良好并利用其增长和势头的股票。此外，半导体等与电动汽车相关的行业也是不错的选股选择。在当前的环境下，这些股票选择中的每一只都提供了增长和价值的良好平衡，这是实现投资组合多元化并驾驭电动汽车和半导体浪潮的绝佳选择。凭借更好的估值以及持续的进步和势头，我们相信福特是最合适的电动汽车股票选择，但这取决于您自己决定。</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>The Next Top Electric Vehicle Stock: Look Out Tesla And Apple<blockquote>下一个顶级电动汽车股票：留意特斯拉和苹果</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\">\nThe Next Top Electric Vehicle Stock: Look Out Tesla And Apple<blockquote>下一个顶级电动汽车股票：留意特斯拉和苹果</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\">2021-12-16 15:00</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>Semiconductor stocks stand to gain from the global chip shortages. ON Semi, Qualcomm and Microchip Technology are EV semiconductor stocks to watch.</li>  <li>The auto sector took a beating during the pandemic but is rebounding. Some EV stocks look attractive given the political environment, rising gas prices, and expansion of charging stations.</li>  <li>In 2022, US auto sales are expected to increase to $16M from $15M. Top automaker Ford wants all-in on electric and is addressing the chip shortage their way.</li>  <li>Compared to its EV rivals Tesla and Apple, Ford offers solid fundamentals, a reasonable valuation framework, excellent Quant Factor grades, upward earnings revisions, and incredible stock momentum.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fe8b143e1df1016169fd2775f2f9d27\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Bill Pugliano/Getty Images News</span></p><p><blockquote><ul><li>半导体股将从全球芯片短缺中受益。安森美、高通和Microchip Technology是值得关注的电动汽车半导体股票。</li><li>汽车行业在疫情期间遭受重创，但正在反弹。考虑到政治环境、油价上涨和充电站扩张，一些电动汽车股票看起来很有吸引力。</li><li>2022年，美国汽车销售额预计将从1500万美元增至1600万美元。顶级汽车制造商福特希望全力发展电动汽车，并正在以自己的方式解决芯片短缺问题。</li><li>与电动汽车竞争对手特斯拉和苹果相比，福特拥有坚实的基本面、合理的估值框架、出色的量化因子等级、向上的盈利修正和令人难以置信的股票势头。</li></ul><p class=\"t-img-caption\"><span>比尔·普利亚诺/盖蒂图片社新闻</span></p></blockquote></p><p> Automobiles and Semiconductor Chip Shortage</p><p><blockquote>汽车和半导体芯片短缺</blockquote></p><p> Over the last several years, the rapid growth of Electric Vehicles (EV) has been nothing short of astonishing. As Brendan Ahern said in his article,The Unstoppable EV Ecosystem And How To Invest, \"The past two years have seen tremendous excitement in the global electric vehicles (EVs) industry as new companies listed shares, Tesla (TSLA) was added to the S&amp;P 500, global governments stepped up electrification commitments, and electric vehicle sales soared, especially in China and the EU.\" This overview sums up the progress of EVs in the auto sector.</p><p><blockquote>在过去的几年里，电动汽车（EV）的快速增长简直令人惊讶。正如Brendan Ahern在他的文章《势不可挡的电动汽车生态系统和如何投资》中所说，“过去两年，随着新公司上市，特斯拉（TSLA）加入标普500，全球各国政府加大了电气化承诺，电动汽车销量飙升，尤其是在中国和欧盟。”本概述总结了电动汽车在汽车领域的进展。</blockquote></p><p> Our Top Automotive pick, Ford (F), is up 132% YTD and is in an enviable position on fundamentals at this time compared to Tesla, up 37% YTD. And despite Apple's (AAPL)&nbsp;accelerating plans for an autonomous vehicle, which they have deemed their mother of all Ai projects, so far, they are all talk with no viable EV product offering. Apple’s entry into the autonomous vehicle space is a topic of speculation. Notably, there is more than one way to invest in the EV revolution. It comes down to \"what’s inside?\"</p><p><blockquote>我们首选的汽车公司福特(F)年初至今上涨了132%，与特斯拉年初至今上涨37%相比，福特(F)目前在基本面方面处于令人羡慕的地位。尽管苹果（AAPL）正在加速自动驾驶汽车计划，他们将自动驾驶汽车视为所有人工智能项目之母，但到目前为止，他们都在谈论没有可行的电动汽车产品。苹果进入自动驾驶汽车领域是一个猜测的话题。值得注意的是，投资电动汽车革命的方式不止一种。归结起来就是“里面是什么？”</blockquote></p><p> Cars are like the new mainframe computers. A new car can have more than two thousand chips, blowing away a smartphone with perhaps four chips. Semiconductors play a significant role in today's automotive sector, especially EVs, which is why we find their stocks attractive. ON Semi (ON), Qualcomm (QCOM), and Microchip Technology (MCHP) are some of the best suppliers for the automotive sector. Supply chain constraints and Asian factory shutdowns have drastically impacted automotive sales. Despite the supply shortage, there's been high demand, and we've seen the cost of semiconductor shortages balloon above 90%, according to a&nbsp;Bloomberg News Article.</p><p><blockquote>汽车就像新的大型计算机。一辆新车可以有2000多个芯片，击败了一部可能有四个芯片的智能手机。半导体在当今的汽车行业，尤其是电动汽车中发挥着重要作用，这就是为什么我们发现它们的股票具有吸引力。安森美(ON)、高通(QCOM)和微芯科技(MCHP)是汽车行业最好的供应商。供应链限制和亚洲工厂停工严重影响了汽车销售。据彭博新闻社的一篇文章称，尽管供应短缺，但需求却很高，我们已经看到半导体短缺的成本飙升了90%以上。</blockquote></p><p> With a record 21 weeks to fill chip orders,Dan Hearsch, Managing Director of AlixPartners Automotive and Industrial Practice said, \"It certainly feels like the most protracted supply shortage the industry has seen because it's not over.\" Despite the lack of semiconductors, automotive prices continue to climb, reaching records in the U.S. over $42,000 per vehicle, making chip manufacturers like ON Semi, Qualcomm, and Microchip Technology Incorporated Very Bullish buys, especially given their demand in EVs.</p><p><blockquote>AlixPartners汽车和工业实践董事总经理Dan Hearsch表示，芯片订单需要创纪录的21周时间才能完成，“这确实感觉像是该行业有史以来最持久的供应短缺，因为它还没有结束。”尽管缺乏半导体，汽车价格仍在继续攀升，在美国达到每辆车超过42,000美元的记录，这使得安森美、高通和Microchip Technology Incorporation等芯片制造商非常看好购买，特别是考虑到他们对电动汽车的需求。</blockquote></p><p> <b>ON Semiconductor Corporation</b></p><p><blockquote><b>安森美半导体公司</b></blockquote></p><p> ON Semiconductor is a stock I recently wrote about in an article called&nbsp;Top 5 Tech Stocks For 2022. A Fortune 1000 Company, ON Semi is a semiconductor and leading power management provider that uses signal and custom device technologies for communications, automotive, computing, and other uses. EV advancements allow for increased use of semiconductors in-vehicle platforms' electronics content, improving occupant safety through imaging and sensor function technology; sensor functions by way of algorithms enable vehicles to take immediate action to avoid accidents. This electrification is also used in the powertrain and vehicle auxiliary systems, with semiconductor technology at the forefront.</p><p><blockquote>安森美半导体是我最近在一篇题为《2022年五大科技股》的文章中写过的一只股票。安森美是一家财富1000强公司，是一家半导体和领先的电源管理提供商，将信号和定制器件技术用于通信、汽车、计算和其他用途。电动汽车的进步允许更多地使用半导体车载平台的电子内容，通过成像和传感器功能技术提高乘员安全性；通过算法实现的传感器功能使车辆能够立即采取行动以避免事故。这种电气化也用于动力总成和车辆辅助系统，半导体技术处于最前沿。</blockquote></p><p> The Seeking Alpha News Team recently reported&nbsp;ON Semi as a top pick at Citigroup. Citigroup analyst Christopher Danely said, \"With January's earnings season on the horizon, now is a prime time for investors to buy semiconductor stocks as chip-sector shortages don't appear to be getting better any time soon...Danelynotes that business conditions for the semiconductor industry have not been this strong since 1999 and 2000 and that \"many\" companies are booked solid with orders through 2022.\"</p><p><blockquote>Seeking Alpha新闻团队最近报道称Semi是花旗集团的首选。花旗集团分析师克里斯托弗·丹利(Christopher Danely)表示：“随着一月份财报季的临近，现在是投资者购买半导体股票的黄金时机，因为芯片行业的短缺似乎不会很快好转……丹利指出，自1999年和2000年以来，半导体行业的商业状况从未如此强劲，而且“许多”公司在2022年之前都收到了稳定的订单。”</blockquote></p><p> ON carries a C+ Valuation Grade, remaining attractive relative to its sector by more than 7.29%, at a Forward P/E of 22.43x. Additionally, ON's growth, profitability, and momentum metrics are attractive.</p><p><blockquote>ON的估值等级为C+，相对于其行业保持吸引力超过7.29%，远期市盈率为22.43倍。此外，ON的增长、盈利能力和动量指标也很有吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/041f800d3cc6cb924bd6d61c64faf92e\" tg-width=\"640\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p></p><p> Momentum is a strong A+ Grade for ON Semiconductor, as they continue to have stellar price returns, with a price-performance return over 10 years exceeding 700%. Diving into ON’s&nbsp;growth grades, the company has a strong year-over-year EBITDA Growth grade of A- at 134.70% above the sector, and EPS FWD Long Term grade of A+, 208% above the sector. As we continue to dive into semiconductors important to vehicle automation, there is another name in the chip industry helping increase the trend towards EVs.</p><p><blockquote>对于安森美半导体来说，Momentum是一个很强的A+等级，因为他们继续拥有出色的价格回报，10年的性价比回报超过700%。深入了解ON的增长评级，该公司的EBITDA同比增长评级为A-，比行业高出134.70%，EPS FWD长期评级为A+，比行业高出208%。随着我们继续深入研究对汽车自动化很重要的半导体，芯片行业还有另一个名字有助于推动电动汽车的趋势。</blockquote></p><p> <b>Qualcomm</b></p><p><blockquote><b>Qualcomm</b></blockquote></p><p> QCOM gets a significant portion of its revenue from products aimed at the automotive sector. QCOM is already the world's biggest supplier of mobile phone chips, a wireless technology innovator, and 5G driver. The company has announced it will continue to expand into next-generation self-driving vehicles. SA news&nbsp;just reported&nbsp;Qualcomm could rally 25% higher in the next six months, according to Cerity Partners' Jim Lebenthal. Qualcomm, who already works with firms like Microsoft (MSFT) and Meta Platforms (FB), wants to grab hold of the EV market share, which is significantly higher than the phone chip industry, according to Cristiano Amon, QCOM President and CEO. In a&nbsp;November Press Release, Amon said, \"Our announcement with BMW today is the onset of a new era in automotive where two technology leaders have come together to design and develop…the next-generation automobile…we see an incredible number of changes in the industry that are driving things and putting Qualcomm at the intersection of demand for virtually every industry.\"</p><p><blockquote>高通的很大一部分收入来自针对汽车行业的产品。高通已经是全球最大的手机芯片供应商、无线技术创新者和5G驱动者。该公司宣布将继续向下一代自动驾驶汽车扩张。Cerity Partners的Jim Lebenthal表示，SA news刚刚报道称，高通在未来六个月内可能会上涨25%。高通总裁兼首席执行官Cristiano Amon表示，高通已经与微软(MSFT)和Meta Platforms(FB)等公司合作，希望占领电动汽车市场份额，该市场份额明显高于手机芯片行业。阿蒙在11月的新闻稿中表示：“我们今天与宝马宣布的消息标志着汽车领域新时代的开始，两位技术领导者齐心协力设计和开发……下一代汽车……我们看到了令人难以置信的数量该行业正在推动发展，并使高通处于几乎每个行业需求的交叉点。”</blockquote></p><p> When looking at QCOM's Factor Grades below, it's clear why we believe they are on solid footing.</p><p><blockquote>当查看下面高通的因子等级时，很明显为什么我们相信它们基础稳固。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee2ff7cc1f310c6f8fd1e875afacc02e\" tg-width=\"284\" tg-height=\"223\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> QCOM comes at a reasonable valuation, trading nearly 30% below its sector with a forward P/E of 17.27+; Forward PEG is almost 63% below the sector. The stock has strong growth, excellent profitability metrics, and many analysts increasing their earnings estimates. As fellow&nbsp;Seeking Alpha author Valuentum writes, \"Qualcomm's growth trajectory is supported by its push into the automotive arena and the IoT trend, which are expected to grow its total addressable market opportunity over the next decade.\"</p><p><blockquote>QCOM的估值合理，其交易价格比其行业低近30%，预期市盈率为17.27+；远期PEG比该行业低近63%。该股增长强劲，盈利指标出色，许多分析师上调了盈利预期。正如Seeking Alpha作者Valuentum所写，“高通的增长轨迹得到了其进军汽车领域和物联网趋势的支持，预计这将在未来十年增加其总的潜在市场机会。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14b7d462d95760ddddea06904c48c60a\" tg-width=\"640\" tg-height=\"430\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> In addition to its strong profitability, QCOM is one of the best dividend-paying technology stocks. QCOM has a Dividend Growth Grade of A+. Because the trend and rise in popularity of electric vehicles is not the only way to make money, we are emphasizing another top semiconductor leading the wave of rising EVs, Microchip Technology Incorporated (MCHP).</p><p><blockquote>除了强劲的盈利能力之外，高通还是股息支付最好的科技股之一。高通的股息增长评级为A+。由于电动汽车的趋势和普及并不是赚钱的唯一途径，因此我们强调另一家引领电动汽车崛起浪潮的顶级半导体——微芯科技公司（MCHP）。</blockquote></p><p> <b>Microchip Technology Incorporated</b></p><p><blockquote><b>微芯片技术公司</b></blockquote></p><p> Another top EV chip-maker is MCHP, whose chips are used in wireless apps and devices for power management. MCHP’s chips specifically designed for electric vehicles is the artificial intelligence used to centralize computing and navigation and the powertrains and charging systems. Rated Very Bullish, out of 557 of our&nbsp;Top Tech Stocks, MCHP is ranked in the top 10% of this screener and continues to be on an upward trajectory, as evidenced by its B+ Momentum Grade.</p><p><blockquote>另一家顶级电动汽车芯片制造商是MCHP，其芯片用于无线应用程序和电源管理设备。MCHP专门为电动汽车设计的芯片是用于集中计算和导航以及动力系统和充电系统的人工智能。在我们的557只顶级科技股中，MCHP被评为非常看涨，在该筛选中排名前10%，并且继续处于上升轨道，其B+动量评级就证明了这一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38fa9b58f8f38267e8104688a79b1c77\" tg-width=\"640\" tg-height=\"204\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> Following recent Q2 Earnings results,Jefferies Financial Group, among other analysts, has increased their MCHP price target of $98 to $109, which implies a 22.7% upside. With an EPS of $1.07 that beat by $0.01 and Revenue of $1.65B beating nearly 26% YoY, it’s no wonder there are 21 FY1 Up Revisions in the last 90 days, prompting an A- Revisions Grade.</p><p><blockquote>在最近公布第二季度盈利结果后，杰富瑞金融集团等分析师将MCHP目标价从98美元上调至109美元，这意味着上涨22.7%。每股收益为1.07美元，超出0.01美元，收入为1.65 B美元，同比增长近26%，难怪在过去90天内有21次上调，从而获得A-上调评级。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc325cd371e06ec406b8e454cf7c4670\" tg-width=\"640\" tg-height=\"183\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> As we look to the EV sector capitalizing on the use of semiconductors and investors wanting to know more about stocks in this space, let us discuss Ford (F), who recently partnered with GlobalFoundries (GFS), a multinational semiconductor manufacturing and design company to address the semiconductor shortage, thus positioning themselves as the next prominent EV manufacturer to rival Tesla and Apple in the space.</p><p><blockquote>当我们期待电动汽车行业利用半导体的使用以及投资者想要更多地了解该领域的股票时，让我们讨论一下福特(F)，福特最近与跨国半导体制造和设计公司GlobalFoundries(GFS)合作解决半导体短缺问题，从而将自己定位为下一个在该领域与特斯拉和苹果竞争的著名电动汽车制造商。</blockquote></p><p> <i><b>YTD F, AAPL, TSLA PRICE RETURN COMPARISON</b></i></p><p><blockquote><i><b>年初至今F、AAPL、TSLA价格回报比较</b></i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2175c40e8df25d2f22ed2e219327137\" tg-width=\"640\" tg-height=\"230\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p></p><p> Ford has been a differentiator since the invention of the automobile. Ford’s partnering with semiconductor company GlobalFoundries clarifies that it wants to lead the industry and evolve by all means necessary, striking deals with companies to source materials and the parts required to avoid supply chain disruptions. \"Semiconductor is going to become the defining line for differentiation in the automotive experience. I believe you're seeing automotive companies want to become what I would call more silicon aware. And that's exactly what Ford is doing in their MOU they signed with G.F. They want to first make sure that they understand the supply-demand dynamics… to make sure they influence the technology road maps for foundries so that the features that we create align with their needs,\"Tom Caulfield GFS CEO, Q3 2021 Earnings Call. So how does Ford compare to its E.V. rivals, Tesla and Apple, in the electric car race?</p><p><blockquote>自汽车发明以来，福特一直是一个与众不同的公司。福特与半导体公司GlobalFoundries的合作表明，它希望通过一切必要手段引领行业并发展，与公司达成协议，采购避免供应链中断所需的材料和零件。“半导体将成为汽车体验差异化的定义线。我相信你会看到汽车公司希望成为我所说的看涨期权更加了解硅。这正是福特在与福特签署的谅解备忘录中所做的事情G.F.他们首先要确保他们了解供需动态……以确保他们影响代工厂的技术路线图，以便我们创建的功能符合他们的需求，”Tom Caulfield GFS首席执行官，2021年第三季度收益看涨期权。那么福特与其电动汽车相比如何呢？电动汽车竞赛中的竞争对手特斯拉和苹果？</blockquote></p><p> <b>Ford Valuation vs. Tesla and Apple</b></p><p><blockquote><b>福特估值与特斯拉和苹果</b></blockquote></p><p> Ford is undervalued with an overall valuation grade of C, forward P/E trading -25.82%, and the sector at 14.55X. The forward PEG ratio has an A+ grade, trading nearly 82% below the sector. When we compare Ford, Apple, and Tesla on Valuation, TSLA and AAPL receive an overall F Grade.</p><p><blockquote>福特被低估，整体估值等级为C，远期市盈率交易为-25.82%，该行业为14.55倍。远期PEG比率为A+级，比该行业低近82%。当我们比较福特、苹果和特斯拉的估值时，特斯拉和苹果公司的总体评级为F级。</blockquote></p><p> Compared to Tesla and Apple with F Valuation Grades, both look unattractive on a PEG basis (P/E Ratio divided by EPS long-term growth). Tesla PEG of 3.52X is 263.70% above the sector, and Apple PEG of 2.81X, 70.78% above the sector.</p><p><blockquote>与估值等级为F的特斯拉和苹果相比，两者在PEG基础上（市盈率除以每股收益长期增长）看起来都没有吸引力。特斯拉PEG为3.52倍，比该行业高出263.70%，苹果PEG为2.81倍，比该行业高出70.78%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54c31cedfc851a3fb1072546e0b5c879\" tg-width=\"640\" tg-height=\"440\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> Seeking Alpha’s Valuation Grade provides a unique view of how much a company is worth relative to other stocks in the same sector. Thanks to dozens of underlying metrics, the grades provide an instant characterization of the strength or weakness of the metric compared to similar stocks. Ford looks attractive on a 0.17X PEG basis and is not overvalued compared to the sector, with a median PEG of 0.97X.</p><p><blockquote>Seeking Alpha的估值等级提供了一家公司相对于同一行业其他股票的价值的独特视角。得益于数十个基础指标，这些评级可以即时表征该指标与类似股票相比的优势或劣势。福特在0.17倍PEG的基础上看起来很有吸引力，与该行业相比并没有被高估，PEG中位数为0.97倍。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbb961e840c6250e27933fd611faefc6\" tg-width=\"640\" tg-height=\"244\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> While a C grade is not ideal, Ford still looks attractive. As a pioneer in its industry, it should fare well in the EV space. According to Aswath Damodaran,Professor of Finance at the Stern School of Business at N.Y. University, the Automotive and Truck sector is sitting pretty, with a current P/E of 164.37 based upon January 2021 data and expected growth of 18.8% over the next five years with a PEG ratio of 8.87.</p><p><blockquote>虽然C级并不理想，但福特看起来仍然很有吸引力。作为行业先驱，它应该在电动汽车领域表现良好。纽约大学斯特恩商学院金融学教授Aswath Damodaran表示，汽车和卡车行业状况良好，根据2021年1月的数据，目前市盈率为164.37，预计未来五年增长18.8%PEG比率为8.87。</blockquote></p><p> Apple's announcement of a fully autonomous vehicle has turned heads, especially given its wide range of technology and persistent delays to the project.Apple Car Project&nbsp;is being led by Ai and machine learning Chief John Giannandrea. \"We're focusing on autonomous systems. It's a core technology that we view as very important. We sort of see it as the mother of all AI projects. It's probably one of the most difficult AI projects actually to work on\" said,Apple CEO Tim Cook. Whereas Tesla and Ford have a leg up with emphasis in the automotive industry, as&nbsp;John Engel emphasizes in his Seeking Alpha article, \"Ultimately, I see little about the automotive sector – EV or otherwise – that would make it a natural fit for Apple. While I suspect the development of the Apple Car over the next few years will act as a positive catalyst for Apple's stock, it will end up being more of a liability than an asset.\" Let's compare each of their growth and profitability grades.</p><p><blockquote>苹果宣布推出全自动驾驶汽车引起了人们的关注，特别是考虑到其广泛的技术和该项目的持续延迟。Apple Car项目由人工智能和机器学习主管John Giannandrea领导。苹果首席执行官Tim Cook表示：“我们专注于自主系统。这是一项我们认为非常重要的核心技术。我们认为它是所有人工智能项目之母。这可能是实际上最难处理的人工智能项目之一。”尽管特斯拉和福特在汽车行业占据优势，但正如John Engel在他的Seeking Alpha文章中强调的那样，“最终，我认为汽车行业（电动汽车或其他行业）很少会使其自然适合苹果。虽然我怀疑未来几年苹果汽车的开发将对苹果的股票起到积极的催化剂作用，但它最终将更多地成为负债而不是资产。”让我们比较一下它们的增长和盈利能力等级。</blockquote></p><p> <b>Ford Growth and Profitability vs. Tesla and Apple</b></p><p><blockquote><b>福特增长和盈利能力与特斯拉和苹果的比较</b></blockquote></p><p> With plans to build over 600,000 EV's annually by 2025 and Ford CEO Jim Farley pushing for 40% of its vehicles to be battery powered by 2030, its transition to electric cars is proving to be successful. Led by its fully-electric Mustang Mach-EFord, Ford set a new September record with EV sales surging 92% from the previous year to 9,150. Adding insult to injury, Doug Field,\"One of the top product leaders from Apple, Tesla and Segway,\"left Apple after aiding in the launch of its electric vehicle, poached by Ford as their new Chief Advanced Technology Officer. Online speculation indicates that this move may be the final nail in the Apple EV coffin. While it's all speculation, as we compare the three EV makers, it's clear why we believe Ford will prove the victor and the EV stock to watch.</p><p><blockquote>福特计划到2025年每年生产超过60万辆电动汽车，福特首席执行官吉姆·法利(Jim Farley)推动到2030年40%的汽车采用电池驱动，事实证明，其向电动汽车的转型是成功的。在全电动野马Mach-EFord的带领下，福特在9月份创下了新纪录，电动汽车销量同比飙升92%，达到9,150辆。雪上加霜的是，“苹果、特斯拉和赛格威的顶级产品领导者之一”道格·菲尔德(Doug Field)在帮助推出电动汽车后离开了苹果，并被福特挖走，担任福特新任首席先进技术官。网上猜测，此举可能是苹果电动汽车棺材上的最后一颗钉子。虽然这都是猜测，但当我们比较这三家电动汽车制造商时，很明显为什么我们相信福特将成为胜利者和值得关注的电动汽车股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eec2355246ce651d0fb1df4614fcf9e5\" tg-width=\"640\" tg-height=\"255\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p></p><p> Ford has delivered a stock price increase of more than 62% over the last five years and an increase of more than 132% YTD, bringing both A- Growth and A+ Profitability Factor Grades. With a Very Bullish rating and continually evolving in the changing landscape of electric vehicles, Ford is set to continue delivering results in the vehicle sector. Ford is built tough and has been resilient despite chip shortages and the effects brought on by the pandemic. Ford continues to introduce new vehicles and will launch an all-electric&nbsp;F-150 Lightning&nbsp;in 2022 that possesses a maximum towing capacity of 10,000 pounds and a range of up to 300 miles. According to the CEO, there's a massive demand for this truck with 200,000 reservations.</p><p><blockquote>福特股价在过去五年中上涨了62%以上，年初至今上涨了132%以上，带来了A增长和A+盈利系数评级。凭借非常乐观的评级并在不断变化的电动汽车格局中不断发展，福特将继续在汽车领域取得成果。尽管芯片短缺和大流行带来的影响，福特仍然坚韧，并且具有弹性。福特继续推出新车，并将于2022年推出全电动F-150 Lightning，最大牵引能力为10,000磅，续航里程可达300英里。据首席执行官称，这款卡车的需求量很大，已有20万份预订。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45b7946a5aed4f7f01a00c1ef0635628\" tg-width=\"640\" tg-height=\"254\" width=\"100%\" height=\"auto\"><span>Image Source: 2022 Ford® F-150 Lightning Electric Truck |All Electric and All F-150</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：2022款福特®F-150闪电电动卡车|全电动和全F-150</span></p></blockquote></p><p> The American-made F-150 Lightning and its next-generation full-size electric pickup are developing in high volumes at its new facility in Blue Oval City, Tennessee. The numbers don't lie, and despite a semiconductor shortage, there's no shortage of buyers seeking Ford vehicles. The momentum is sure to continue, especially as Ford manages its partnership with GlobalFoundries and continues to make strides to outpace Tesla and Apple.</p><p><blockquote>美国制造的F-150 Lightning及其下一代全尺寸电动皮卡正在田纳西州蓝椭圆城的新工厂大批量开发。这些数字不会说谎，尽管半导体短缺，但不乏寻求福特汽车的买家。这一势头肯定会持续下去，特别是在福特管理与GlobalFoundries的合作伙伴关系并继续大步超越特斯拉和苹果的情况下。</blockquote></p><p> While we continue to see vehicles generated by Ford, we have yet to see the release of an actual Apple EV. Tesla, on the other hand, the pioneer of the electric vehicle, continues to showcase why their cutting-edge battery technology is rated the best car in its class. It's no secret that Tesla continues to build cars for more and more people, making products accessible and affordable while also bridging the gap towards clean transport and renewable energy.</p><p><blockquote>虽然我们继续看到福特生产的汽车，但我们还没有看到真正的苹果电动汽车的发布。另一方面，电动汽车的先驱特斯拉继续展示为什么他们的尖端电池技术被评为同类汽车中最好的。众所周知，特斯拉继续为越来越多的人制造汽车，使产品变得容易获得和负担得起，同时也弥合了清洁交通和可再生能源的差距。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85b3fbd9b4798b8e89ef154b6eb78098\" tg-width=\"640\" tg-height=\"339\" width=\"100%\" height=\"auto\"><span>Image Source: Model S</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Model S</span></p></blockquote></p><p> We feel Ford's biggest contender in the EV space is Tesla, and&nbsp;Ford also contends that it will be the No. 2 EV producer in two years. Following a Ford EPS of $0.51 beats by $0.24 and 19 FY1 Up Revisions in the last 90 days, it's no wonder Ford is neck-to-neck with its competitors on Profitability with A+ ratings. Ford's continued strength indicates why&nbsp;Jim Farley, Ford CEO during the Q3 Earnings Call, said, \"We're moving aggressively to lead the electric vehicle revolution, substantially expanding our battery production as we speak today in the U.S. In fact, we already announced plans that will give us enough battery production to meet our mid-decade goal of 141 gigawatts, which is enough to build more than 1 million battery electric vehicles a year, and I think we'll need more.\"</p><p><blockquote>我们认为福特在电动汽车领域最大的竞争者是特斯拉，福特还声称它将在两年内成为第二大电动汽车生产商。福特每股收益为0.51美元，超过预期每股收益为0.24美元，并且在过去90天内对2011财年进行了19次上调，难怪福特在盈利能力方面与竞争对手并驾齐驱，评级为A+。福特的持续强劲表明了福特首席执行官吉姆·法利(Jim Farley)在第三季度财报看涨期权上表示：“正如我们今天在美国发表讲话时，我们正在积极引领电动汽车革命，大幅扩大我们的电池产量。事实上，我们已经宣布了计划，这些计划将为我们提供足够的电池产量来实现我们的十年中期141吉瓦的目标，这足以每年生产超过100万辆纯电动汽车，而且我认为我们还需要更多。”</blockquote></p><p> <i><b>FORD EARNINGS AND REVISIONS</b></i></p><p><blockquote><i><b>福特收益和修正</b></i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1077c0c6a7d52a3c5c3a553c5c5ac32\" tg-width=\"640\" tg-height=\"369\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <b>Ford, Tesla, and Apple Momentum</b></p><p><blockquote><b>福特、特斯拉和苹果的势头</b></blockquote></p><p> Each of the stocks, Ford, Tesla, and Apple continue to put their money where they believe there is an upside. Momentum is a successful trading strategy in which investors buy rising stocks and sell as they're retreating, and it is a vital factor for predicting stock price performance for those wanting to hold long term.</p><p><blockquote>福特、特斯拉和苹果继续将资金投入到他们认为有上涨空间的地方。动量是一种成功的交易策略，投资者买入上涨的股票，并在下跌时卖出，对于那些想要长期持有的人来说，它是预测股价表现的重要因素。</blockquote></p><p> Investor confidence remains high in the EV space, with each stock exhibiting A or better Momentum Grades. Year-to-date, Ford has remained up 57.27% over the previous three months while the sector is down nearly 5%. Tesla is up 30% and Apple more than 17%.</p><p><blockquote>投资者对电动汽车领域的信心仍然很高，每只股票都表现出A或更好的动量评级。今年迄今为止，福特在前三个月仍上涨了57.27%，而该行业则下跌了近5%。特斯拉上涨30%，苹果上涨超过17%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34c9ba651be822d98ff1d10c0ee70b3a\" tg-width=\"640\" tg-height=\"206\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5548abc16267f2b83467c1e652937cdd\" tg-width=\"640\" tg-height=\"202\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f87dd913db38101b4d1f4b255ee4d28c\" tg-width=\"640\" tg-height=\"207\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <b>Conclusion: Ford</b><b><i>Is</i></b><b>Built Tough and an EV Stock To Watch</b></p><p><blockquote><b>结论：福特</b><b><i>是</i></b><b>坚固且值得关注的电动汽车股票</b></blockquote></p><p></p><p> Electric Vehicle stocks can make a great return on investment, especially if you can identify those with fair valuations, excellent fundamentals and capitalize on their growth and momentum. In addition, sectors linked to EVs like semiconductors can also be great stock picks. In the current environment, where each of these stock picks offers a good balance of growth and value, it's a great play to diversify your portfolio and ride the EV and semiconductor wave. With the better valuation and continued advancements and momentum, we believe that Ford is the most opportune of the EV stock picks, but it's up to you to decide for yourself.</p><p><blockquote>电动汽车股票可以获得巨大的投资回报，特别是如果您能够识别那些估值合理、基本面良好并利用其增长和势头的股票。此外，半导体等与电动汽车相关的行业也是不错的选股选择。在当前的环境下，这些股票选择中的每一只都提供了增长和价值的良好平衡，这是实现投资组合多元化并驾驭电动汽车和半导体浪潮的绝佳选择。凭借更好的估值以及持续的进步和势头，我们相信福特是最合适的电动汽车股票选择，但这取决于您自己决定。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4475255-the-next-top-electric-vehicle-stock-look-out-tesla-and-apple\">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","F":"福特汽车","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4475255-the-next-top-electric-vehicle-stock-look-out-tesla-and-apple","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162833574","content_text":"Summary\n\nSemiconductor stocks stand to gain from the global chip shortages. ON Semi, Qualcomm and Microchip Technology are EV semiconductor stocks to watch.\nThe auto sector took a beating during the pandemic but is rebounding. Some EV stocks look attractive given the political environment, rising gas prices, and expansion of charging stations.\nIn 2022, US auto sales are expected to increase to $16M from $15M. Top automaker Ford wants all-in on electric and is addressing the chip shortage their way.\nCompared to its EV rivals Tesla and Apple, Ford offers solid fundamentals, a reasonable valuation framework, excellent Quant Factor grades, upward earnings revisions, and incredible stock momentum.\n\nBill Pugliano/Getty Images News\nAutomobiles and Semiconductor Chip Shortage\nOver the last several years, the rapid growth of Electric Vehicles (EV) has been nothing short of astonishing. As Brendan Ahern said in his article,The Unstoppable EV Ecosystem And How To Invest, \"The past two years have seen tremendous excitement in the global electric vehicles (EVs) industry as new companies listed shares, Tesla (TSLA) was added to the S&P 500, global governments stepped up electrification commitments, and electric vehicle sales soared, especially in China and the EU.\" This overview sums up the progress of EVs in the auto sector.\nOur Top Automotive pick, Ford (F), is up 132% YTD and is in an enviable position on fundamentals at this time compared to Tesla, up 37% YTD. And despite Apple's (AAPL) accelerating plans for an autonomous vehicle, which they have deemed their mother of all Ai projects, so far, they are all talk with no viable EV product offering. Apple’s entry into the autonomous vehicle space is a topic of speculation. Notably, there is more than one way to invest in the EV revolution. It comes down to \"what’s inside?\"\nCars are like the new mainframe computers. A new car can have more than two thousand chips, blowing away a smartphone with perhaps four chips. Semiconductors play a significant role in today's automotive sector, especially EVs, which is why we find their stocks attractive. ON Semi (ON), Qualcomm (QCOM), and Microchip Technology (MCHP) are some of the best suppliers for the automotive sector. Supply chain constraints and Asian factory shutdowns have drastically impacted automotive sales. Despite the supply shortage, there's been high demand, and we've seen the cost of semiconductor shortages balloon above 90%, according to a Bloomberg News Article.\nWith a record 21 weeks to fill chip orders,Dan Hearsch, Managing Director of AlixPartners Automotive and Industrial Practice said, \"It certainly feels like the most protracted supply shortage the industry has seen because it's not over.\" Despite the lack of semiconductors, automotive prices continue to climb, reaching records in the U.S. over $42,000 per vehicle, making chip manufacturers like ON Semi, Qualcomm, and Microchip Technology Incorporated Very Bullish buys, especially given their demand in EVs.\nON Semiconductor Corporation\nON Semiconductor is a stock I recently wrote about in an article called Top 5 Tech Stocks For 2022. A Fortune 1000 Company, ON Semi is a semiconductor and leading power management provider that uses signal and custom device technologies for communications, automotive, computing, and other uses. EV advancements allow for increased use of semiconductors in-vehicle platforms' electronics content, improving occupant safety through imaging and sensor function technology; sensor functions by way of algorithms enable vehicles to take immediate action to avoid accidents. This electrification is also used in the powertrain and vehicle auxiliary systems, with semiconductor technology at the forefront.\nThe Seeking Alpha News Team recently reported ON Semi as a top pick at Citigroup. Citigroup analyst Christopher Danely said, \"With January's earnings season on the horizon, now is a prime time for investors to buy semiconductor stocks as chip-sector shortages don't appear to be getting better any time soon...Danelynotes that business conditions for the semiconductor industry have not been this strong since 1999 and 2000 and that \"many\" companies are booked solid with orders through 2022.\"\nON carries a C+ Valuation Grade, remaining attractive relative to its sector by more than 7.29%, at a Forward P/E of 22.43x. Additionally, ON's growth, profitability, and momentum metrics are attractive.\nSource: Seeking Alpha Premium\nMomentum is a strong A+ Grade for ON Semiconductor, as they continue to have stellar price returns, with a price-performance return over 10 years exceeding 700%. Diving into ON’s growth grades, the company has a strong year-over-year EBITDA Growth grade of A- at 134.70% above the sector, and EPS FWD Long Term grade of A+, 208% above the sector. As we continue to dive into semiconductors important to vehicle automation, there is another name in the chip industry helping increase the trend towards EVs.\nQualcomm\nQCOM gets a significant portion of its revenue from products aimed at the automotive sector. QCOM is already the world's biggest supplier of mobile phone chips, a wireless technology innovator, and 5G driver. The company has announced it will continue to expand into next-generation self-driving vehicles. SA news just reported Qualcomm could rally 25% higher in the next six months, according to Cerity Partners' Jim Lebenthal. Qualcomm, who already works with firms like Microsoft (MSFT) and Meta Platforms (FB), wants to grab hold of the EV market share, which is significantly higher than the phone chip industry, according to Cristiano Amon, QCOM President and CEO. In a November Press Release, Amon said, \"Our announcement with BMW today is the onset of a new era in automotive where two technology leaders have come together to design and develop…the next-generation automobile…we see an incredible number of changes in the industry that are driving things and putting Qualcomm at the intersection of demand for virtually every industry.\"\nWhen looking at QCOM's Factor Grades below, it's clear why we believe they are on solid footing.\nSource: Seeking Alpha Premium\nQCOM comes at a reasonable valuation, trading nearly 30% below its sector with a forward P/E of 17.27+; Forward PEG is almost 63% below the sector. The stock has strong growth, excellent profitability metrics, and many analysts increasing their earnings estimates. As fellow Seeking Alpha author Valuentum writes, \"Qualcomm's growth trajectory is supported by its push into the automotive arena and the IoT trend, which are expected to grow its total addressable market opportunity over the next decade.\"\nSource: Seeking Alpha Premium\nIn addition to its strong profitability, QCOM is one of the best dividend-paying technology stocks. QCOM has a Dividend Growth Grade of A+. Because the trend and rise in popularity of electric vehicles is not the only way to make money, we are emphasizing another top semiconductor leading the wave of rising EVs, Microchip Technology Incorporated (MCHP).\nMicrochip Technology Incorporated\nAnother top EV chip-maker is MCHP, whose chips are used in wireless apps and devices for power management. MCHP’s chips specifically designed for electric vehicles is the artificial intelligence used to centralize computing and navigation and the powertrains and charging systems. Rated Very Bullish, out of 557 of our Top Tech Stocks, MCHP is ranked in the top 10% of this screener and continues to be on an upward trajectory, as evidenced by its B+ Momentum Grade.\nSource: Seeking Alpha Premium\nFollowing recent Q2 Earnings results,Jefferies Financial Group, among other analysts, has increased their MCHP price target of $98 to $109, which implies a 22.7% upside. With an EPS of $1.07 that beat by $0.01 and Revenue of $1.65B beating nearly 26% YoY, it’s no wonder there are 21 FY1 Up Revisions in the last 90 days, prompting an A- Revisions Grade.\nSource: Seeking Alpha Premium\nAs we look to the EV sector capitalizing on the use of semiconductors and investors wanting to know more about stocks in this space, let us discuss Ford (F), who recently partnered with GlobalFoundries (GFS), a multinational semiconductor manufacturing and design company to address the semiconductor shortage, thus positioning themselves as the next prominent EV manufacturer to rival Tesla and Apple in the space.\nYTD F, AAPL, TSLA PRICE RETURN COMPARISON\nSource: Seeking Alpha Premium\nFord\nFord has been a differentiator since the invention of the automobile. Ford’s partnering with semiconductor company GlobalFoundries clarifies that it wants to lead the industry and evolve by all means necessary, striking deals with companies to source materials and the parts required to avoid supply chain disruptions. \"Semiconductor is going to become the defining line for differentiation in the automotive experience. I believe you're seeing automotive companies want to become what I would call more silicon aware. And that's exactly what Ford is doing in their MOU they signed with G.F. They want to first make sure that they understand the supply-demand dynamics… to make sure they influence the technology road maps for foundries so that the features that we create align with their needs,\"Tom Caulfield GFS CEO, Q3 2021 Earnings Call. So how does Ford compare to its E.V. rivals, Tesla and Apple, in the electric car race?\nFord Valuation vs. Tesla and Apple\nFord is undervalued with an overall valuation grade of C, forward P/E trading -25.82%, and the sector at 14.55X. The forward PEG ratio has an A+ grade, trading nearly 82% below the sector. When we compare Ford, Apple, and Tesla on Valuation, TSLA and AAPL receive an overall F Grade.\nCompared to Tesla and Apple with F Valuation Grades, both look unattractive on a PEG basis (P/E Ratio divided by EPS long-term growth). Tesla PEG of 3.52X is 263.70% above the sector, and Apple PEG of 2.81X, 70.78% above the sector.\nSource: Seeking Alpha Premium\nSeeking Alpha’s Valuation Grade provides a unique view of how much a company is worth relative to other stocks in the same sector. Thanks to dozens of underlying metrics, the grades provide an instant characterization of the strength or weakness of the metric compared to similar stocks. Ford looks attractive on a 0.17X PEG basis and is not overvalued compared to the sector, with a median PEG of 0.97X.\nSource: Seeking Alpha Premium\nWhile a C grade is not ideal, Ford still looks attractive. As a pioneer in its industry, it should fare well in the EV space. According to Aswath Damodaran,Professor of Finance at the Stern School of Business at N.Y. University, the Automotive and Truck sector is sitting pretty, with a current P/E of 164.37 based upon January 2021 data and expected growth of 18.8% over the next five years with a PEG ratio of 8.87.\nApple's announcement of a fully autonomous vehicle has turned heads, especially given its wide range of technology and persistent delays to the project.Apple Car Project is being led by Ai and machine learning Chief John Giannandrea. \"We're focusing on autonomous systems. It's a core technology that we view as very important. We sort of see it as the mother of all AI projects. It's probably one of the most difficult AI projects actually to work on\" said,Apple CEO Tim Cook. Whereas Tesla and Ford have a leg up with emphasis in the automotive industry, as John Engel emphasizes in his Seeking Alpha article, \"Ultimately, I see little about the automotive sector – EV or otherwise – that would make it a natural fit for Apple. While I suspect the development of the Apple Car over the next few years will act as a positive catalyst for Apple's stock, it will end up being more of a liability than an asset.\" Let's compare each of their growth and profitability grades.\nFord Growth and Profitability vs. Tesla and Apple\nWith plans to build over 600,000 EV's annually by 2025 and Ford CEO Jim Farley pushing for 40% of its vehicles to be battery powered by 2030, its transition to electric cars is proving to be successful. Led by its fully-electric Mustang Mach-EFord, Ford set a new September record with EV sales surging 92% from the previous year to 9,150. Adding insult to injury, Doug Field,\"One of the top product leaders from Apple, Tesla and Segway,\"left Apple after aiding in the launch of its electric vehicle, poached by Ford as their new Chief Advanced Technology Officer. Online speculation indicates that this move may be the final nail in the Apple EV coffin. While it's all speculation, as we compare the three EV makers, it's clear why we believe Ford will prove the victor and the EV stock to watch.\nSource: Seeking Alpha Premium\nFord has delivered a stock price increase of more than 62% over the last five years and an increase of more than 132% YTD, bringing both A- Growth and A+ Profitability Factor Grades. With a Very Bullish rating and continually evolving in the changing landscape of electric vehicles, Ford is set to continue delivering results in the vehicle sector. Ford is built tough and has been resilient despite chip shortages and the effects brought on by the pandemic. Ford continues to introduce new vehicles and will launch an all-electric F-150 Lightning in 2022 that possesses a maximum towing capacity of 10,000 pounds and a range of up to 300 miles. According to the CEO, there's a massive demand for this truck with 200,000 reservations.\nImage Source: 2022 Ford® F-150 Lightning Electric Truck |All Electric and All F-150\nThe American-made F-150 Lightning and its next-generation full-size electric pickup are developing in high volumes at its new facility in Blue Oval City, Tennessee. The numbers don't lie, and despite a semiconductor shortage, there's no shortage of buyers seeking Ford vehicles. The momentum is sure to continue, especially as Ford manages its partnership with GlobalFoundries and continues to make strides to outpace Tesla and Apple.\nWhile we continue to see vehicles generated by Ford, we have yet to see the release of an actual Apple EV. Tesla, on the other hand, the pioneer of the electric vehicle, continues to showcase why their cutting-edge battery technology is rated the best car in its class. It's no secret that Tesla continues to build cars for more and more people, making products accessible and affordable while also bridging the gap towards clean transport and renewable energy.\nImage Source: Model S\nWe feel Ford's biggest contender in the EV space is Tesla, and Ford also contends that it will be the No. 2 EV producer in two years. Following a Ford EPS of $0.51 beats by $0.24 and 19 FY1 Up Revisions in the last 90 days, it's no wonder Ford is neck-to-neck with its competitors on Profitability with A+ ratings. Ford's continued strength indicates why Jim Farley, Ford CEO during the Q3 Earnings Call, said, \"We're moving aggressively to lead the electric vehicle revolution, substantially expanding our battery production as we speak today in the U.S. In fact, we already announced plans that will give us enough battery production to meet our mid-decade goal of 141 gigawatts, which is enough to build more than 1 million battery electric vehicles a year, and I think we'll need more.\"\nFORD EARNINGS AND REVISIONS\nSource: Seeking Alpha Premium\nFord, Tesla, and Apple Momentum\nEach of the stocks, Ford, Tesla, and Apple continue to put their money where they believe there is an upside. Momentum is a successful trading strategy in which investors buy rising stocks and sell as they're retreating, and it is a vital factor for predicting stock price performance for those wanting to hold long term.\nInvestor confidence remains high in the EV space, with each stock exhibiting A or better Momentum Grades. Year-to-date, Ford has remained up 57.27% over the previous three months while the sector is down nearly 5%. Tesla is up 30% and Apple more than 17%.\nSource: Seeking Alpha Premium\nSource: Seeking Alpha Premium\nSource: Seeking Alpha Premium\nConclusion: FordIsBuilt Tough and an EV Stock To Watch\nElectric Vehicle stocks can make a great return on investment, especially if you can identify those with fair valuations, excellent fundamentals and capitalize on their growth and momentum. In addition, sectors linked to EVs like semiconductors can also be great stock picks. In the current environment, where each of these stock picks offers a good balance of growth and value, it's a great play to diversify your portfolio and ride the EV and semiconductor wave. With the better valuation and continued advancements and momentum, we believe that Ford is the most opportune of the EV stock picks, but it's up to you to decide for yourself.","news_type":1,"symbols_score_info":{"F":0.9,"AAPL":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607583032,"gmtCreate":1639562049119,"gmtModify":1639562206884,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091088321144510","idStr":"4091088321144510"},"themes":[],"htmlText":"All these are noise&nbsp;","listText":"All these are noise&nbsp;","text":"All these are noise","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607583032","repostId":"1102330565","repostType":4,"repost":{"id":"1102330565","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639560138,"share":"https://www.laohu8.com/m/news/1102330565?lang=zh_CN&edition=full","pubTime":"2021-12-15 17:22","market":"us","language":"en","title":"Tesla dropped nearly 1% in premarket trading after Elon Musk insulted Elizabeth Warren in clash over taxes<blockquote>Elon Musk在税收冲突中侮辱Elizabeth Warren后，特斯拉盘前交易下跌近1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102330565","media":"Tiger Newspress","summary":"Tesla dropped nearly 1% in premarket trading after Elon Musk insulted Elizabeth Warren in clash over","content":"<p>Tesla&nbsp;dropped&nbsp;nearly&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading&nbsp;after&nbsp;Elon Musk insulted Elizabeth Warren in clash over taxes.<img src=\"https://static.tigerbbs.com/a1b1a64b9e3407d75b8236dfbc00919e\" tg-width=\"769\" tg-height=\"565\" width=\"100%\" height=\"auto\">Elon Musk called Elizabeth Warren \"Senator Karen\" and said she reminded him of an \"angry Mom\" on Tuesday after the Massachusetts senator said the Tesla CEO should pay more in taxes.</p><p><blockquote>Elon Musk在税收冲突中侮辱Elizabeth Warren后，特斯拉在盘前交易中下跌近1%。Elon Musk称Elizabeth Warren为“凯伦参议员”，并表示，在这位马萨诸塞参议员表示特斯拉首席执行官应该缴纳更多税款后，她让他想起了周二的一位“愤怒的妈妈”。</blockquote></p><p> Moreover,&nbsp;Ford CEO Jim Farley on Tuesday&nbsp;said in an interview that the company hopes to increase the production of electric vehicles to 600,000 within two years, which means that Ford will leap from the current fourth place in the world to the second place, surpassing GM and Volkswagen and second only to Tesla, the leader of electric vehicles.</p><p><blockquote>而且，福特CEO Jim Farley周二在接受采访时表示，公司希望在两年内将电动汽车的产量提高到60万辆，这意味着福特将从目前的全球第四位跃升至第二位，超过通用和大众，仅次于电动汽车的领头羊特斯拉。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla dropped nearly 1% in premarket trading after Elon Musk insulted Elizabeth Warren in clash over taxes<blockquote>Elon Musk在税收冲突中侮辱Elizabeth Warren后，特斯拉盘前交易下跌近1%</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\">\nTesla dropped nearly 1% in premarket trading after Elon Musk insulted Elizabeth Warren in clash over taxes<blockquote>Elon Musk在税收冲突中侮辱Elizabeth Warren后，特斯拉盘前交易下跌近1%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-15 17:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla&nbsp;dropped&nbsp;nearly&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading&nbsp;after&nbsp;Elon Musk insulted Elizabeth Warren in clash over taxes.<img src=\"https://static.tigerbbs.com/a1b1a64b9e3407d75b8236dfbc00919e\" tg-width=\"769\" tg-height=\"565\" width=\"100%\" height=\"auto\">Elon Musk called Elizabeth Warren \"Senator Karen\" and said she reminded him of an \"angry Mom\" on Tuesday after the Massachusetts senator said the Tesla CEO should pay more in taxes.</p><p><blockquote>Elon Musk在税收冲突中侮辱Elizabeth Warren后，特斯拉在盘前交易中下跌近1%。Elon Musk称Elizabeth Warren为“凯伦参议员”，并表示，在这位马萨诸塞参议员表示特斯拉首席执行官应该缴纳更多税款后，她让他想起了周二的一位“愤怒的妈妈”。</blockquote></p><p> Moreover,&nbsp;Ford CEO Jim Farley on Tuesday&nbsp;said in an interview that the company hopes to increase the production of electric vehicles to 600,000 within two years, which means that Ford will leap from the current fourth place in the world to the second place, surpassing GM and Volkswagen and second only to Tesla, the leader of electric vehicles.</p><p><blockquote>而且，福特CEO Jim Farley周二在接受采访时表示，公司希望在两年内将电动汽车的产量提高到60万辆，这意味着福特将从目前的全球第四位跃升至第二位，超过通用和大众，仅次于电动汽车的领头羊特斯拉。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102330565","content_text":"Tesla dropped nearly 1% in premarket trading after Elon Musk insulted Elizabeth Warren in clash over taxes.Elon Musk called Elizabeth Warren \"Senator Karen\" and said she reminded him of an \"angry Mom\" on Tuesday after the Massachusetts senator said the Tesla CEO should pay more in taxes.\nMoreover, Ford CEO Jim Farley on Tuesday said in an interview that the company hopes to increase the production of electric vehicles to 600,000 within two years, which means that Ford will leap from the current fourth place in the world to the second place, surpassing GM and Volkswagen and second only to Tesla, the leader of electric vehicles.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607189816,"gmtCreate":1639497196072,"gmtModify":1639497196370,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091088321144510","idStr":"4091088321144510"},"themes":[],"htmlText":"Love it","listText":"Love it","text":"Love it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607189816","repostId":"1155236279","repostType":4,"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604866017,"gmtCreate":1639371472231,"gmtModify":1639371543134,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091088321144510","idStr":"4091088321144510"},"themes":[],"htmlText":"Up&nbsp;","listText":"Up&nbsp;","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604866017","repostId":"1171394291","repostType":4,"repost":{"id":"1171394291","kind":"news","pubTimestamp":1639366890,"share":"https://www.laohu8.com/m/news/1171394291?lang=zh_CN&edition=full","pubTime":"2021-12-13 11:41","market":"us","language":"en","title":"Apple's $3 trillion market cap to be a 'watershed moment' for company<blockquote>苹果3万亿美元市值将成为公司的“分水岭时刻”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171394291","media":"Seeking Alpha","summary":"As many companies begin to gear down for the Christmas and New Year holidays, there remains one tech","content":"<p>As many companies begin to gear down for the Christmas and New Year holidays, there remains one tech stalwart that is on the brink of a milestone that no other company in history has achieved: Apple.</p><p><blockquote>随着许多公司开始为圣诞节和新年假期做好准备，仍有一家科技巨头正处于历史上其他公司从未实现过的里程碑的边缘：苹果。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c6ec3289e9b74b1c20fa47308bcbb20\" tg-width=\"1536\" tg-height=\"1063\" width=\"100%\" height=\"auto\"><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p> The most-iconic of all tech companies stands a good chance of reaching $3 trillion in market capitalization this week. Apple(NASDAQ:AAPL)finished Friday with a valuation of $2.944 trillion, so all Wall Street needs to do now is add $56 billion to the iPhone maker's stock value and Apple (AAPL) will stand alone in the $3 trillion club.</p><p><blockquote>所有科技公司中最具标志性的公司本周的市值很有可能达到3万亿美元。苹果（纳斯达克股票代码：AAPL）周五收盘估值为2.944万亿美元，因此华尔街现在需要做的就是将这家iPhone制造商的股票价值增加560亿美元，苹果（AAPL）将在3万亿美元俱乐部中独树一帜。</blockquote></p><p> To put that amount in some perspective, Apple (AAPL) became the first company to hit $1 trillion in market cap in 2018--or, 42 years after Steve Jobs and Steve Wozniak founded Apple (AAPL) in a garage in Cupertino, Calif. It then took Apple just until 2020 to reach $2 trillion in market cap. Right now, the only other company worth more than $2 trillion is Microsoft(NASDAQ:MSFT), which ended last week with a market cap of $2.57 trillion.</p><p><blockquote>从某种角度来看，苹果(AAPL)在2018年成为第一家市值达到1万亿美元的公司，也就是史蒂夫·乔布斯(Steve Jobs)和史蒂夫·沃兹尼亚克(Steve Wozniak)在库比蒂诺的车库里创立苹果(AAPL)42年后，加利福尼亚州。直到2020年，苹果的市值才达到2万亿美元。目前，唯一一家市值超过2万亿美元的公司是微软（纳斯达克股票代码：MSFT），该公司上周收盘市值为2.57万亿美元。</blockquote></p><p> \"The Street is starting to better appreciate the robust fundamental story into 2022 for [Apple Chief Executive] Tim Cook &amp; Co.,\" said Wedbush analyst Dan Ives, in a research note on Sunday. \"Hitting $3 trillion is another watershed moment for Apple as the company continues to prove the doubters wrong with the renaissance of growth story playing out in Cupertino.\"</p><p><blockquote>Wedbush分析师Dan Ives在周日的一份研究报告中表示：“华尔街开始更好地认识到[苹果首席执行官]蒂姆·库克公司(Tim Cook&amp;Co.)2022年强劲的基本面。”“达到3万亿美元是苹果的另一个分水岭，因为该公司继续证明怀疑者对库比蒂诺复兴增长故事的看法是错误的。”</blockquote></p><p> While Apple's (AAPL) iPhone sales continue to be the biggest source of the company's strength--iPhones accounted for almost $39 billion of Apple's $83.4 billion in fiscal fourth-quarter sales--Ives said the \"linchpin\" of Apple's (AAPL) growing valuation is its services business.</p><p><blockquote>虽然苹果(AAPL)的iPhone销量仍然是该公司实力的最大来源——iPhone在苹果第四财季834亿美元的销售额中占了近390亿美元——但Ives表示，苹果(AAPL)增长的“关键”估值是其服务业务。</blockquote></p><p> Services, which include items such as sales from the App Store and subscriptions to everything from Apple TV+ to iCloud storage plans, brought in $18.3 billion in revenue in Apple's (AAPL) most-recent quarter. Ives estimates that Apple's (AAPL) services business&nbsp;\"is worth $1.5 trillion in the eyes of the Street,\" and is benefiting from being coupled with a hardware ecosystem that \"is in the midst of its strongest product cycle in over a decade, led by iPhone 13.\"</p><p><blockquote>苹果(AAPL)最近一个季度的服务收入为183亿美元，其中包括App Store的销售以及从苹果TV+到iCloud存储计划的订阅等项目。Ives估计，苹果(AAPL)的服务业务“在华尔街眼中价值1.5万亿美元”，并且受益于与硬件生态系统的结合，该生态系统“正处于十多年来最强劲的产品周期中，以iPhone 13为首。”</blockquote></p><p> Even issues related to component supplies that could impede Apple's (AAPL) path toward a market cap for $3 trillion or more are likely to be little more than minor speedbumps for the company to overcome, in Ives opinion.</p><p><blockquote>Ives认为，即使与零部件供应相关的问题可能会阻碍苹果(AAPL)实现3万亿美元或更高市值的道路，也可能只不过是该公司需要克服的小障碍。</blockquote></p><p> \"Supply shortages of roughly 15 million iPhone units globally remain an issue that should moderate into early 2022,\" Ives said. \"Importantly, the underlying demand story is our focus into 2022 and we believe is the ultimate driver of the stock going forward.\"</p><p><blockquote>艾夫斯表示：“全球约1500万部iPhone的供应短缺仍然是一个问题，到2022年初应该会有所缓解。”“重要的是，潜在的需求故事是我们2022年的重点，我们相信这是该股未来发展的最终驱动力。”</blockquote></p><p> Ives estimates that Apple (AAPL) will sell more than 40 million iPhones during the end-of-the-year holiday season, and that China alone is set to see 15 million upgrades to the iPhone 13 during the quarter that concludes at the end of December.</p><p><blockquote>Ives估计，苹果(AAPL)在年底假期期间将售出超过4000万部iPhone，仅在中国，在截至年底的季度内，iPhone 13的升级量就将达到1500万部。十二月。</blockquote></p><p> Along with the iPhone, Ives said many signs point toward Apple (AAPL) rolling out its first augmented reality [AR] glasses by the summer of 2022, and that move could add $20 a share to the company's valuation. Morgan Stanley analyst Katy Huberty also recently said that Apple (AAPL) should see success with its AR glasses due to its long-time&nbsp;track record of entering consumer markets with successful new products.</p><p><blockquote>Ives表示，除了iPhone之外，许多迹象表明苹果(AAPL)将在2022年夏季推出首款增强现实[AR]眼镜，此举可能会使该公司每股估值增加20美元。Morgan Stanley分析师Katy Huberty最近也表示，苹果(AAPL)的AR眼镜应该会取得成功，因为该公司长期以来一直以成功的新产品进入消费市场。</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's $3 trillion market cap to be a 'watershed moment' for company<blockquote>苹果3万亿美元市值将成为公司的“分水岭时刻”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's $3 trillion market cap to be a 'watershed moment' for company<blockquote>苹果3万亿美元市值将成为公司的“分水岭时刻”</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\">2021-12-13 11:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As many companies begin to gear down for the Christmas and New Year holidays, there remains one tech stalwart that is on the brink of a milestone that no other company in history has achieved: Apple.</p><p><blockquote>随着许多公司开始为圣诞节和新年假期做好准备，仍有一家科技巨头正处于历史上其他公司从未实现过的里程碑的边缘：苹果。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c6ec3289e9b74b1c20fa47308bcbb20\" tg-width=\"1536\" tg-height=\"1063\" width=\"100%\" height=\"auto\"><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p> The most-iconic of all tech companies stands a good chance of reaching $3 trillion in market capitalization this week. Apple(NASDAQ:AAPL)finished Friday with a valuation of $2.944 trillion, so all Wall Street needs to do now is add $56 billion to the iPhone maker's stock value and Apple (AAPL) will stand alone in the $3 trillion club.</p><p><blockquote>所有科技公司中最具标志性的公司本周的市值很有可能达到3万亿美元。苹果（纳斯达克股票代码：AAPL）周五收盘估值为2.944万亿美元，因此华尔街现在需要做的就是将这家iPhone制造商的股票价值增加560亿美元，苹果（AAPL）将在3万亿美元俱乐部中独树一帜。</blockquote></p><p> To put that amount in some perspective, Apple (AAPL) became the first company to hit $1 trillion in market cap in 2018--or, 42 years after Steve Jobs and Steve Wozniak founded Apple (AAPL) in a garage in Cupertino, Calif. It then took Apple just until 2020 to reach $2 trillion in market cap. Right now, the only other company worth more than $2 trillion is Microsoft(NASDAQ:MSFT), which ended last week with a market cap of $2.57 trillion.</p><p><blockquote>从某种角度来看，苹果(AAPL)在2018年成为第一家市值达到1万亿美元的公司，也就是史蒂夫·乔布斯(Steve Jobs)和史蒂夫·沃兹尼亚克(Steve Wozniak)在库比蒂诺的车库里创立苹果(AAPL)42年后，加利福尼亚州。直到2020年，苹果的市值才达到2万亿美元。目前，唯一一家市值超过2万亿美元的公司是微软（纳斯达克股票代码：MSFT），该公司上周收盘市值为2.57万亿美元。</blockquote></p><p> \"The Street is starting to better appreciate the robust fundamental story into 2022 for [Apple Chief Executive] Tim Cook &amp; Co.,\" said Wedbush analyst Dan Ives, in a research note on Sunday. \"Hitting $3 trillion is another watershed moment for Apple as the company continues to prove the doubters wrong with the renaissance of growth story playing out in Cupertino.\"</p><p><blockquote>Wedbush分析师Dan Ives在周日的一份研究报告中表示：“华尔街开始更好地认识到[苹果首席执行官]蒂姆·库克公司(Tim Cook&amp;Co.)2022年强劲的基本面。”“达到3万亿美元是苹果的另一个分水岭，因为该公司继续证明怀疑者对库比蒂诺复兴增长故事的看法是错误的。”</blockquote></p><p> While Apple's (AAPL) iPhone sales continue to be the biggest source of the company's strength--iPhones accounted for almost $39 billion of Apple's $83.4 billion in fiscal fourth-quarter sales--Ives said the \"linchpin\" of Apple's (AAPL) growing valuation is its services business.</p><p><blockquote>虽然苹果(AAPL)的iPhone销量仍然是该公司实力的最大来源——iPhone在苹果第四财季834亿美元的销售额中占了近390亿美元——但Ives表示，苹果(AAPL)增长的“关键”估值是其服务业务。</blockquote></p><p> Services, which include items such as sales from the App Store and subscriptions to everything from Apple TV+ to iCloud storage plans, brought in $18.3 billion in revenue in Apple's (AAPL) most-recent quarter. Ives estimates that Apple's (AAPL) services business&nbsp;\"is worth $1.5 trillion in the eyes of the Street,\" and is benefiting from being coupled with a hardware ecosystem that \"is in the midst of its strongest product cycle in over a decade, led by iPhone 13.\"</p><p><blockquote>苹果(AAPL)最近一个季度的服务收入为183亿美元，其中包括App Store的销售以及从苹果TV+到iCloud存储计划的订阅等项目。Ives估计，苹果(AAPL)的服务业务“在华尔街眼中价值1.5万亿美元”，并且受益于与硬件生态系统的结合，该生态系统“正处于十多年来最强劲的产品周期中，以iPhone 13为首。”</blockquote></p><p> Even issues related to component supplies that could impede Apple's (AAPL) path toward a market cap for $3 trillion or more are likely to be little more than minor speedbumps for the company to overcome, in Ives opinion.</p><p><blockquote>Ives认为，即使与零部件供应相关的问题可能会阻碍苹果(AAPL)实现3万亿美元或更高市值的道路，也可能只不过是该公司需要克服的小障碍。</blockquote></p><p> \"Supply shortages of roughly 15 million iPhone units globally remain an issue that should moderate into early 2022,\" Ives said. \"Importantly, the underlying demand story is our focus into 2022 and we believe is the ultimate driver of the stock going forward.\"</p><p><blockquote>艾夫斯表示：“全球约1500万部iPhone的供应短缺仍然是一个问题，到2022年初应该会有所缓解。”“重要的是，潜在的需求故事是我们2022年的重点，我们相信这是该股未来发展的最终驱动力。”</blockquote></p><p> Ives estimates that Apple (AAPL) will sell more than 40 million iPhones during the end-of-the-year holiday season, and that China alone is set to see 15 million upgrades to the iPhone 13 during the quarter that concludes at the end of December.</p><p><blockquote>Ives估计，苹果(AAPL)在年底假期期间将售出超过4000万部iPhone，仅在中国，在截至年底的季度内，iPhone 13的升级量就将达到1500万部。十二月。</blockquote></p><p> Along with the iPhone, Ives said many signs point toward Apple (AAPL) rolling out its first augmented reality [AR] glasses by the summer of 2022, and that move could add $20 a share to the company's valuation. Morgan Stanley analyst Katy Huberty also recently said that Apple (AAPL) should see success with its AR glasses due to its long-time&nbsp;track record of entering consumer markets with successful new products.</p><p><blockquote>Ives表示，除了iPhone之外，许多迹象表明苹果(AAPL)将在2022年夏季推出首款增强现实[AR]眼镜，此举可能会使该公司每股估值增加20美元。Morgan Stanley分析师Katy Huberty最近也表示，苹果(AAPL)的AR眼镜应该会取得成功，因为该公司长期以来一直以成功的新产品进入消费市场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3779362-apple-nearing-watershed-moment-of-3-trillion-in-market-cap\">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/news/3779362-apple-nearing-watershed-moment-of-3-trillion-in-market-cap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171394291","content_text":"As many companies begin to gear down for the Christmas and New Year holidays, there remains one tech stalwart that is on the brink of a milestone that no other company in history has achieved: Apple.\nJustin Sullivan/Getty Images News\nThe most-iconic of all tech companies stands a good chance of reaching $3 trillion in market capitalization this week. Apple(NASDAQ:AAPL)finished Friday with a valuation of $2.944 trillion, so all Wall Street needs to do now is add $56 billion to the iPhone maker's stock value and Apple (AAPL) will stand alone in the $3 trillion club.\nTo put that amount in some perspective, Apple (AAPL) became the first company to hit $1 trillion in market cap in 2018--or, 42 years after Steve Jobs and Steve Wozniak founded Apple (AAPL) in a garage in Cupertino, Calif. It then took Apple just until 2020 to reach $2 trillion in market cap. Right now, the only other company worth more than $2 trillion is Microsoft(NASDAQ:MSFT), which ended last week with a market cap of $2.57 trillion.\n\"The Street is starting to better appreciate the robust fundamental story into 2022 for [Apple Chief Executive] Tim Cook & Co.,\" said Wedbush analyst Dan Ives, in a research note on Sunday. \"Hitting $3 trillion is another watershed moment for Apple as the company continues to prove the doubters wrong with the renaissance of growth story playing out in Cupertino.\"\nWhile Apple's (AAPL) iPhone sales continue to be the biggest source of the company's strength--iPhones accounted for almost $39 billion of Apple's $83.4 billion in fiscal fourth-quarter sales--Ives said the \"linchpin\" of Apple's (AAPL) growing valuation is its services business.\nServices, which include items such as sales from the App Store and subscriptions to everything from Apple TV+ to iCloud storage plans, brought in $18.3 billion in revenue in Apple's (AAPL) most-recent quarter. Ives estimates that Apple's (AAPL) services business \"is worth $1.5 trillion in the eyes of the Street,\" and is benefiting from being coupled with a hardware ecosystem that \"is in the midst of its strongest product cycle in over a decade, led by iPhone 13.\"\nEven issues related to component supplies that could impede Apple's (AAPL) path toward a market cap for $3 trillion or more are likely to be little more than minor speedbumps for the company to overcome, in Ives opinion.\n\"Supply shortages of roughly 15 million iPhone units globally remain an issue that should moderate into early 2022,\" Ives said. \"Importantly, the underlying demand story is our focus into 2022 and we believe is the ultimate driver of the stock going forward.\"\nIves estimates that Apple (AAPL) will sell more than 40 million iPhones during the end-of-the-year holiday season, and that China alone is set to see 15 million upgrades to the iPhone 13 during the quarter that concludes at the end of December.\nAlong with the iPhone, Ives said many signs point toward Apple (AAPL) rolling out its first augmented reality [AR] glasses by the summer of 2022, and that move could add $20 a share to the company's valuation. Morgan Stanley analyst Katy Huberty also recently said that Apple (AAPL) should see success with its AR glasses due to its long-time track record of entering consumer markets with successful new products.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604099527,"gmtCreate":1639276226483,"gmtModify":1639276226767,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091088321144510","idStr":"4091088321144510"},"themes":[],"htmlText":"He will have stocks options as salary","listText":"He will have stocks options as salary","text":"He will have stocks options as salary","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604099527","repostId":"2190671134","repostType":4,"isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605531039,"gmtCreate":1639188294638,"gmtModify":1639188294942,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091088321144510","idStr":"4091088321144510"},"themes":[],"htmlText":"So many shareholder here","listText":"So many shareholder here","text":"So many shareholder here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605531039","repostId":"1133027099","repostType":4,"repost":{"id":"1133027099","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639152670,"share":"https://www.laohu8.com/m/news/1133027099?lang=zh_CN&edition=full","pubTime":"2021-12-11 00:11","market":"us","language":"en","title":"Sea Ltd stock dropped more than 5% in morning trading<blockquote>Sea Ltd股价早盘下跌超过5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133027099","media":"Tiger Newspress","summary":"Sea Ltd stock dropped more than 5% in morning trading.","content":"<p>Sea Ltd stock dropped more than 5% in morning trading.</p><p><blockquote>Sea Ltd股价早盘下跌超过5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f6295277426435ac2c7135ba73dfbdef\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Ltd stock dropped more than 5% in morning trading<blockquote>Sea Ltd股价早盘下跌超过5%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Ltd stock dropped more than 5% in morning trading<blockquote>Sea Ltd股价早盘下跌超过5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-11 00:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Sea Ltd stock dropped more than 5% in morning trading.</p><p><blockquote>Sea Ltd股价早盘下跌超过5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f6295277426435ac2c7135ba73dfbdef\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133027099","content_text":"Sea Ltd stock dropped more than 5% in morning trading.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605164797,"gmtCreate":1639131493599,"gmtModify":1639131493915,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091088321144510","idStr":"4091088321144510"},"themes":[],"htmlText":"Go down some more&nbsp;","listText":"Go down some more&nbsp;","text":"Go down some more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605164797","repostId":"1133845166","repostType":4,"repost":{"id":"1133845166","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639130022,"share":"https://www.laohu8.com/m/news/1133845166?lang=zh_CN&edition=full","pubTime":"2021-12-10 17:53","market":"us","language":"en","title":"Grab shares dropped another 2% in premarket trading<blockquote>Grab股价在盘前交易中又下跌2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133845166","media":"Tiger Newspress","summary":"Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.","content":"<p>Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.</p><p><blockquote>Grab股价在盘前交易中又下跌2%。该股昨日跌超9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c53085cee57f6060446a02aa58e6a691\" tg-width=\"843\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab shares dropped another 2% in premarket trading<blockquote>Grab股价在盘前交易中又下跌2%</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; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab shares dropped another 2% in premarket trading<blockquote>Grab股价在盘前交易中又下跌2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 17:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.</p><p><blockquote>Grab股价在盘前交易中又下跌2%。该股昨日跌超9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c53085cee57f6060446a02aa58e6a691\" tg-width=\"843\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133845166","content_text":"Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602477646,"gmtCreate":1639062461211,"gmtModify":1639062713592,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091088321144510","idStr":"4091088321144510"},"themes":[],"htmlText":"Yes, it just over hype previously.&nbsp;","listText":"Yes, it just over hype previously.&nbsp;","text":"Yes, it just over hype previously.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602477646","repostId":"2190616275","repostType":4,"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":820675141,"gmtCreate":1633392957208,"gmtModify":1633392957819,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"Always short term&nbsp;","listText":"Always short term&nbsp;","text":"Always short term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/820675141","repostId":"1143781634","repostType":4,"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607189816,"gmtCreate":1639497196072,"gmtModify":1639497196370,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"Love it","listText":"Love it","text":"Love it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607189816","repostId":"1155236279","repostType":4,"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":814890175,"gmtCreate":1630803295497,"gmtModify":1631892520000,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"The only way is up","listText":"The only way is up","text":"The only way is up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/814890175","repostId":"2164803577","repostType":4,"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":693038139,"gmtCreate":1639924074728,"gmtModify":1639924075062,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"Apple have lots of cash to burn.&nbsp;","listText":"Apple have lots of cash to burn.&nbsp;","text":"Apple have lots of cash to burn.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/693038139","repostId":"2192035909","repostType":4,"isVote":1,"tweetType":1,"viewCount":2641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844614914,"gmtCreate":1636421893655,"gmtModify":1636421894062,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/844614914","repostId":"1155263023","repostType":4,"repost":{"id":"1155263023","kind":"news","pubTimestamp":1636420156,"share":"https://www.laohu8.com/m/news/1155263023?lang=zh_CN&edition=full","pubTime":"2021-11-09 09:09","market":"hk","language":"en","title":"Singapore Stocks to watch: Sri Trang Gloves, OKP, SIIC, Ban Leong, UnusuaL, Yongmao<blockquote>值得关注的新加坡股票：Sri Trang Gloves、OKP、SIIC、Ban Leong、UnusuaL、永茂</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155263023","media":"The bussiness Times","summary":"THE following companies saw new developments that may affect trading of their securities on Tuesday ","content":"<p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Nov 9):</p><p><blockquote>以下公司周二（11月9日）出现了可能影响其证券交易的新进展：</blockquote></p><p> <a href=\"https://laohu8.com/S/STG.SI\">Sri Trang Gloves</a>:Sri Trang Gloves: STG 0%The dual-listed grouprecorded a net profit of 4.53 billion baht(S$185.2 million) for the third quarter ended Sep 30, 2021, up 3 per cent on-year from 4.40 billion baht on higher revenue. Its board of directors has approved the payment of interim dividends at 1.25 baht per share to shareholders. Shares of Sri Trang Gloves fell 1.7 per cent or S$0.02 to S$1.18 on Nov 8, before the results were released.</p><p><blockquote><a href=\"https://laohu8.com/S/STG.SI\">Sri Trang手套</a>：Sri Trang手套：STG 0%这家双重上市集团截至2021年9月30日的第三季度净利润为45.3亿泰铢（1.852亿新元），由于收入增加，净利润较44亿泰铢同比增长3%。其董事会已批准向股东支付每股1.25泰铢的中期股息。11月8日，在业绩公布之前，Sri Trang Gloves的股价下跌1.7%，即0.02新元，至1.18新元。</blockquote></p><p> OKP Holdings:OKP: 5CF 0%The infrastructure and civil engineering company has secureda contract worth S$39.9 million from the Public Utilities Board. This brings the group's current net construction order book to S$360.8 million, with contracts extending till 2025. Shares of OKP closed down S$0.005 or 2.6 per cent at S$0.185 on Monday (Nov 8), before the announcement was made.</p><p><blockquote>OKP Holdings：OKP：5CF 0%这家基础设施和土木工程公司已从公用事业委员会获得价值3,990万新元的合同。这使得该集团目前的净建筑订单达到3.608亿新元，合同延长至2025年。在宣布这一消息之前，OKP股价周一（11月8日）收盘下跌0.005新元，即2.6%，至0.185新元。</blockquote></p><p> SIIC Environment Holdings:SIIC Environment: BHK 0%Its revenueincreased by 10.7 per cent to 181.1 million yuan (S$38.2 million)for the quarter ended Sep 30, 2021, announced the mainboard-listed company on Monday (Nov 8). No interim dividend was declared for the quarter, as was the case a year ago. Shares of SIIC Environment were up S$0.005 or 2.3 per cent to close at S$0.225, before the financial results were released.</p><p><blockquote>上实环境控股：上实环境：BHK 0%该主板上市公司周一（11月8日）宣布，截至2021年9月30日的季度收入增长10.7%，达到1.811亿元人民币（3820万新元）。与一年前一样，本季度没有宣派中期股息。在财务业绩发布前，上实环境股价上涨0.005新元，即2.3%，收于0.225新元。</blockquote></p><p> Ban Leong Technologies:Ban Leong: B26 0%The group'snet profit rose 64.9 per cent to S$3.9 millionfor the half year ended Sep 30, 2021, from S$2.3 million a year ago. An interim dividend of S$0.0125 was declared for the period under review. Shares in Ban Leong closed flat at S$0.37 on Monday (Nov 8), before financial results were released.</p><p><blockquote>Ban Leong Technologies：Ban Leong：B26 0%该集团截至2021年9月30日的半年净利润从一年前的230万新元增长64.9%至390万新元。于回顾期间宣派中期股息0.0125新加坡元。周一（11月8日），在财务业绩发布之前，Ban Leong股价收于0.37新元。</blockquote></p><p> UnusuaL Limited:$ UnUsUaL: 1D1 0%The events-production unit of mm2 Asianarrowed its net loss by 54.1 per cent to S$1.6 millionin the half-year ended Sep 30, 2021 despite lower revenue. In a bourse filing on Monday (Nov 8), the group noted that completed projects for production and others segments increased in H1 FY2022 with the gradual resumption of small-scale live performances in Singapore. Shares of Unusual&nbsp;closed flat at S$0.136, before the news.</p><p><blockquote>UnusuaL Limited：$UnusuaL：1D1 0%尽管收入下降，MM2 Asian的活动制作部门在截至2021年9月30日的半年内仍将净亏损收窄54.1%至160万新元。在周一（11月8日）向交易所提交的文件中，该集团指出，随着新加坡小规模现场演出的逐步恢复，2022财年上半年制作和其他部门的已完成项目有所增加。消息传出前，Unusual股价收于0.136新元。</blockquote></p><p></p>","source":"lsy1636420184263","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>Singapore Stocks to watch: Sri Trang Gloves, OKP, SIIC, Ban Leong, UnusuaL, Yongmao<blockquote>值得关注的新加坡股票：Sri Trang Gloves、OKP、SIIC、Ban Leong、UnusuaL、永茂</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\">\nSingapore Stocks to watch: Sri Trang Gloves, OKP, SIIC, Ban Leong, UnusuaL, Yongmao<blockquote>值得关注的新加坡股票：Sri Trang Gloves、OKP、SIIC、Ban Leong、UnusuaL、永茂</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The bussiness Times</strong><span class=\"h-time small\">2021-11-09 09:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Nov 9):</p><p><blockquote>以下公司周二（11月9日）出现了可能影响其证券交易的新进展：</blockquote></p><p> <a href=\"https://laohu8.com/S/STG.SI\">Sri Trang Gloves</a>:Sri Trang Gloves: STG 0%The dual-listed grouprecorded a net profit of 4.53 billion baht(S$185.2 million) for the third quarter ended Sep 30, 2021, up 3 per cent on-year from 4.40 billion baht on higher revenue. Its board of directors has approved the payment of interim dividends at 1.25 baht per share to shareholders. Shares of Sri Trang Gloves fell 1.7 per cent or S$0.02 to S$1.18 on Nov 8, before the results were released.</p><p><blockquote><a href=\"https://laohu8.com/S/STG.SI\">Sri Trang手套</a>：Sri Trang手套：STG 0%这家双重上市集团截至2021年9月30日的第三季度净利润为45.3亿泰铢（1.852亿新元），由于收入增加，净利润较44亿泰铢同比增长3%。其董事会已批准向股东支付每股1.25泰铢的中期股息。11月8日，在业绩公布之前，Sri Trang Gloves的股价下跌1.7%，即0.02新元，至1.18新元。</blockquote></p><p> OKP Holdings:OKP: 5CF 0%The infrastructure and civil engineering company has secureda contract worth S$39.9 million from the Public Utilities Board. This brings the group's current net construction order book to S$360.8 million, with contracts extending till 2025. Shares of OKP closed down S$0.005 or 2.6 per cent at S$0.185 on Monday (Nov 8), before the announcement was made.</p><p><blockquote>OKP Holdings：OKP：5CF 0%这家基础设施和土木工程公司已从公用事业委员会获得价值3,990万新元的合同。这使得该集团目前的净建筑订单达到3.608亿新元，合同延长至2025年。在宣布这一消息之前，OKP股价周一（11月8日）收盘下跌0.005新元，即2.6%，至0.185新元。</blockquote></p><p> SIIC Environment Holdings:SIIC Environment: BHK 0%Its revenueincreased by 10.7 per cent to 181.1 million yuan (S$38.2 million)for the quarter ended Sep 30, 2021, announced the mainboard-listed company on Monday (Nov 8). No interim dividend was declared for the quarter, as was the case a year ago. Shares of SIIC Environment were up S$0.005 or 2.3 per cent to close at S$0.225, before the financial results were released.</p><p><blockquote>上实环境控股：上实环境：BHK 0%该主板上市公司周一（11月8日）宣布，截至2021年9月30日的季度收入增长10.7%，达到1.811亿元人民币（3820万新元）。与一年前一样，本季度没有宣派中期股息。在财务业绩发布前，上实环境股价上涨0.005新元，即2.3%，收于0.225新元。</blockquote></p><p> Ban Leong Technologies:Ban Leong: B26 0%The group'snet profit rose 64.9 per cent to S$3.9 millionfor the half year ended Sep 30, 2021, from S$2.3 million a year ago. An interim dividend of S$0.0125 was declared for the period under review. Shares in Ban Leong closed flat at S$0.37 on Monday (Nov 8), before financial results were released.</p><p><blockquote>Ban Leong Technologies：Ban Leong：B26 0%该集团截至2021年9月30日的半年净利润从一年前的230万新元增长64.9%至390万新元。于回顾期间宣派中期股息0.0125新加坡元。周一（11月8日），在财务业绩发布之前，Ban Leong股价收于0.37新元。</blockquote></p><p> UnusuaL Limited:$ UnUsUaL: 1D1 0%The events-production unit of mm2 Asianarrowed its net loss by 54.1 per cent to S$1.6 millionin the half-year ended Sep 30, 2021 despite lower revenue. In a bourse filing on Monday (Nov 8), the group noted that completed projects for production and others segments increased in H1 FY2022 with the gradual resumption of small-scale live performances in Singapore. Shares of Unusual&nbsp;closed flat at S$0.136, before the news.</p><p><blockquote>UnusuaL Limited：$UnusuaL：1D1 0%尽管收入下降，MM2 Asian的活动制作部门在截至2021年9月30日的半年内仍将净亏损收窄54.1%至160万新元。在周一（11月8日）向交易所提交的文件中，该集团指出，随着新加坡小规模现场演出的逐步恢复，2022财年上半年制作和其他部门的已完成项目有所增加。消息传出前，Unusual股价收于0.136新元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-sri-trang-gloves-okp-siic-ban-leong-unusual-yongmao\">The bussiness Times</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.businesstimes.com.sg/stocks/stocks-to-watch-sri-trang-gloves-okp-siic-ban-leong-unusual-yongmao","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155263023","content_text":"THE following companies saw new developments that may affect trading of their securities on Tuesday (Nov 9):\nSri Trang Gloves:Sri Trang Gloves: STG 0%The dual-listed grouprecorded a net profit of 4.53 billion baht(S$185.2 million) for the third quarter ended Sep 30, 2021, up 3 per cent on-year from 4.40 billion baht on higher revenue. Its board of directors has approved the payment of interim dividends at 1.25 baht per share to shareholders. Shares of Sri Trang Gloves fell 1.7 per cent or S$0.02 to S$1.18 on Nov 8, before the results were released.\nOKP Holdings:OKP: 5CF 0%The infrastructure and civil engineering company has secureda contract worth S$39.9 million from the Public Utilities Board. This brings the group's current net construction order book to S$360.8 million, with contracts extending till 2025. Shares of OKP closed down S$0.005 or 2.6 per cent at S$0.185 on Monday (Nov 8), before the announcement was made.\nSIIC Environment Holdings:SIIC Environment: BHK 0%Its revenueincreased by 10.7 per cent to 181.1 million yuan (S$38.2 million)for the quarter ended Sep 30, 2021, announced the mainboard-listed company on Monday (Nov 8). No interim dividend was declared for the quarter, as was the case a year ago. Shares of SIIC Environment were up S$0.005 or 2.3 per cent to close at S$0.225, before the financial results were released.\nBan Leong Technologies:Ban Leong: B26 0%The group'snet profit rose 64.9 per cent to S$3.9 millionfor the half year ended Sep 30, 2021, from S$2.3 million a year ago. An interim dividend of S$0.0125 was declared for the period under review. Shares in Ban Leong closed flat at S$0.37 on Monday (Nov 8), before financial results were released.\nUnusuaL Limited:$ UnUsUaL: 1D1 0%The events-production unit of mm2 Asianarrowed its net loss by 54.1 per cent to S$1.6 millionin the half-year ended Sep 30, 2021 despite lower revenue. In a bourse filing on Monday (Nov 8), the group noted that completed projects for production and others segments increased in H1 FY2022 with the gradual resumption of small-scale live performances in Singapore. Shares of Unusual closed flat at S$0.136, before the news.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881670256,"gmtCreate":1631335719075,"gmtModify":1631890024775,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"Won't stop apple from moving up","listText":"Won't stop apple from moving up","text":"Won't stop apple from moving up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/881670256","repostId":"2166711943","repostType":4,"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":608335576,"gmtCreate":1638621666550,"gmtModify":1638621666688,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"Let go","listText":"Let go","text":"Let go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608335576","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877747414,"gmtCreate":1637992592970,"gmtModify":1637992593139,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877747414","repostId":"2186389343","repostType":4,"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878291272,"gmtCreate":1637194845017,"gmtModify":1637194845132,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"High and high. Always high&nbsp;","listText":"High and high. Always high&nbsp;","text":"High and high. Always high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/878291272","repostId":"2184547718","repostType":4,"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842810233,"gmtCreate":1636161242737,"gmtModify":1636161278796,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"What's new? Haha","listText":"What's new? Haha","text":"What's new? Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842810233","repostId":"1173813098","repostType":4,"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882287424,"gmtCreate":1631696434768,"gmtModify":1631883981861,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"Just a temporary dip","listText":"Just a temporary dip","text":"Just a temporary dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/882287424","repostId":"1103263635","repostType":4,"repost":{"id":"1103263635","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631693868,"share":"https://www.laohu8.com/m/news/1103263635?lang=zh_CN&edition=full","pubTime":"2021-09-15 16:17","market":"us","language":"en","title":"Some hot chinese concept stocks slipped in premarket trading<blockquote>部分热点中概股盘前下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103263635","media":"Tiger Newspress","summary":"Some hot chinese concept stocks slipped in premarket trading.Alibaba,Pinduoduo,JD.COM,Baidu,Bilibili","content":"<p>Some hot chinese concept stocks slipped in premarket trading.Alibaba,Pinduoduo,JD.COM,Baidu,Bilibili,Didi Global&nbsp;and&nbsp;KE Holdings&nbsp;fell between 1% and 2%.</p><p><blockquote>部分热门中概股盘前下跌。阿里巴巴、拼多多、京东、百度、哔哩哔哩、滴滴出行和贝壳控股跌幅在1%至2%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bfea1b49ec8c6be31a92e7926eb863b6\" tg-width=\"424\" tg-height=\"426\" 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>Some hot chinese concept stocks slipped in premarket trading<blockquote>部分热点中概股盘前下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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#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\">\nSome hot chinese concept stocks slipped in premarket trading<blockquote>部分热点中概股盘前下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-15 16:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Some hot chinese concept stocks slipped in premarket trading.Alibaba,Pinduoduo,JD.COM,Baidu,Bilibili,Didi Global&nbsp;and&nbsp;KE Holdings&nbsp;fell between 1% and 2%.</p><p><blockquote>部分热门中概股盘前下跌。阿里巴巴、拼多多、京东、百度、哔哩哔哩、滴滴出行和贝壳控股跌幅在1%至2%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bfea1b49ec8c6be31a92e7926eb863b6\" tg-width=\"424\" tg-height=\"426\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103263635","content_text":"Some hot chinese concept stocks slipped in premarket trading.Alibaba,Pinduoduo,JD.COM,Baidu,Bilibili,Didi Global and KE Holdings fell between 1% and 2%.","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":696652111,"gmtCreate":1640689352742,"gmtModify":1640689372108,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"Vroom vroom vroom&nbsp;","listText":"Vroom vroom vroom&nbsp;","text":"Vroom vroom vroom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/696652111","repostId":"2194148201","repostType":4,"isVote":1,"tweetType":1,"viewCount":2982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875637996,"gmtCreate":1637641270711,"gmtModify":1637641270836,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"Apple the best","listText":"Apple the best","text":"Apple the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/875637996","repostId":"1183083733","repostType":4,"isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856194997,"gmtCreate":1635158283413,"gmtModify":1635158283781,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"All hit new high again&nbsp;","listText":"All hit new high again&nbsp;","text":"All hit new high again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/856194997","repostId":"2178808449","repostType":4,"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850496292,"gmtCreate":1634614134665,"gmtModify":1634614134990,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"Apple car next?&nbsp;","listText":"Apple car next?&nbsp;","text":"Apple car next?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/850496292","repostId":"1175707103","repostType":4,"repost":{"id":"1175707103","kind":"news","pubTimestamp":1634610155,"share":"https://www.laohu8.com/m/news/1175707103?lang=zh_CN&edition=full","pubTime":"2021-10-19 10:22","market":"us","language":"en","title":"Apple: The Past Decade Can't Be Repeated<blockquote>苹果：过去的十年不能重复</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175707103","media":"Seeking Alpha","summary":"Summary\n\nA return of more than 860% in 10 years made many shareholders happy.\nThis return was based ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>A return of more than 860% in 10 years made many shareholders happy.</li>  <li>This return was based on double-digit growth rates, aggressive buybacks and a solid customer base.</li>  <li>However, slowing growth, a worsened balance sheet, competition and, most important, Apple's valuation will likely lead to decreasing returns in the near future.</li>  <li>Even if new products are excellent and stand out from competitors, it will be very hard to achieve similar returns for the stock.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c48faf1320d58a68f652bbf7b8e93adf\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>10年860%以上的回报，让不少股民欣喜不已。</li><li>这一回报是基于两位数的增长率、积极的回购和坚实的客户群。</li><li>然而，增长放缓、资产负债表恶化、竞争以及最重要的苹果估值可能会在不久的将来导致回报下降。</li><li>即使新产品非常优秀并从竞争对手中脱颖而出，股票也很难实现类似的回报。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>1. Looking back at an impressive decade</b></p><p><blockquote><b>1.回顾令人印象深刻的十年</b></blockquote></p><p> Apple's (AAPL) stock showed a stunning performance over the last 10 years.</p><p><blockquote>苹果(AAPL)的股票在过去10年中表现出色。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f670db7ff8b0f2f186fa8dad803627f7\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> The stock returned 861% or 25.4% annually, which is an above average return compared to the S&amp;P 500 with just about 263%. Apple has a stunning growth record over the past decade which is one reason for the long rally. Revenues grew from $108 bn. in 2011 to expected revenues in 2021 of $365 bn. (+238%) while net income increased from $26 bn. to $95 bn. in 2021 (+265%).</p><p><blockquote>该股的年回报率为861%，即25.4%，与标普500的约263%相比，高于平均回报率。苹果在过去十年中拥有令人惊叹的增长记录，这也是长期反弹的原因之一。收入从1080亿美元增长。2011年预计2021年收入为3650亿美元。(+238%)，而净利润则从260亿美元增加。至950亿美元。2021年（+265%）。</blockquote></p><p> <table>  <tbody>   <tr>    <td><b>2011</b></td>    <td><b>2012</b></td>    <td><b>2013</b></td>    <td><b>2014</b></td>    <td><b>2015</b></td>    <td><b>2016</b></td>    <td><b>2017</b></td>    <td><b>2018</b></td>    <td><b>2019</b></td>    <td><b>2020</b></td>    <td><b>2021 (e)</b></td>   </tr>   <tr>    <td><b>Revenue (bn. USD)</b></td>    <td>108</td>    <td>156</td>    <td>171</td>    <td>183</td>    <td>231</td>    <td>214</td>    <td>229</td>    <td>266</td>    <td>260</td>    <td>274</td>    <td>365</td>   </tr>   <tr>    <td><b>Net income (bn. USD)</b></td>    <td>26</td>    <td>42</td>    <td>37</td>    <td>40</td>    <td>53</td>    <td>46</td>    <td>48</td>    <td>60</td>    <td>55</td>    <td>57</td>    <td>95</td>   </tr>   <tr>    <td><b>EPS*(USD)</b></td>    <td>1.56</td>    <td>2.51</td>    <td>2.22</td>    <td>2.38</td>    <td>3.21</td>    <td>2.75</td>    <td>2.91</td>    <td>3.57</td>    <td>3.33</td>    <td>3.45</td>    <td>5.7</td>   </tr>  </tbody> </table> [*EPS numbers adjusted for stock splits in 2015 (7:1) and 2020 (4:1), calculation with 16.63 billion shares]</p><p><blockquote><table><tbody><tr><td><b>2011</b></td><td><b>2012</b></td><td><b>2013</b></td><td><b>2014</b></td><td><b>2015</b></td><td><b>2016</b></td><td><b>2017</b></td><td><b>2018</b></td><td><b>2019</b></td><td><b>2020</b></td><td><b>二零二一年(e)</b></td></tr><tr><td><b>收入（十亿美元）</b></td><td>108</td><td>156</td><td>171</td><td>183</td><td>231</td><td>214</td><td>229</td><td>266</td><td>260</td><td>274</td><td>365</td></tr><tr><td><b>净利润（十亿美元）</b></td><td>26</td><td>42</td><td>37</td><td>40</td><td>53</td><td>46</td><td>48</td><td>60</td><td>55</td><td>57</td><td>95</td></tr><tr><td><b>每股收益*（美元）</b></td><td>1.56</td><td>2.51</td><td>2.22</td><td>2.38</td><td>3.21</td><td>2.75</td><td>2.91</td><td>3.57</td><td>3.33</td><td>3.45</td><td>5.7</td></tr></tbody></table>[*根据2015年(7：1)和2020年(4：1)股票分割调整后的每股收益数据，按166.3亿股计算]</blockquote></p><p> <b>2. Aggressive buybacks</b></p><p><blockquote><b>2.激进的回购</b></blockquote></p><p> Although the company's fundamental growth was great, the stock's gain was even more phenomenal. A second reason were permanent and aggressive stock buybacks by Apple. In2011, Apple had 926 million shares outstanding, according to the quarterly report from June. Adjusted for the two stock splits, the number should have increased to 25.93 bn. shares. Surprisingly, Apple had just 16.63 bn. shares outstanding at the end of June 2021, which means that share count was reduced by nearly 36% in just one decade. The buybacks definitely contributed to the stock's stellar performance, but the higher the stock climbed over the years, the more Apple had to pay to buy back shares. The buybacks are reflected in the company's balance sheet which has worsened significantly.</p><p><blockquote>尽管该公司的基本面增长很好，但该股的涨幅更为惊人。第二个原因是苹果永久且积极的股票回购。根据6月份的季度报告，2011年，苹果拥有9.26亿股流通股。根据两次股票分割进行调整后，这一数字应该会增加到259.3亿。股份。令人惊讶的是，苹果只有166.3亿。截至2021年6月底已发行股票，这意味着股票数量在短短十年内减少了近36%。回购无疑为该股的出色表现做出了贡献，但该股多年来上涨得越高，苹果为回购股票支付的费用就越多。回购反映在公司的资产负债表上，该资产负债表已显着恶化。</blockquote></p><p></p><p> <table>  <tbody>   <tr>    <td><b>2011</b></td>    <td><b>2012</b></td>    <td><b>2013</b></td>    <td><b>2014</b></td>    <td><b>2015</b></td>    <td><b>2016</b></td>    <td><b>2017</b></td>    <td><b>2018</b></td>    <td><b>2019</b></td>    <td><b>2020</b></td>    <td><b>2021</b></td>   </tr>   <tr>    <td><b>Equity (bn. USD)</b></td>    <td>70</td>    <td>118</td>    <td>124</td>    <td>111</td>    <td>119</td>    <td>128</td>    <td>134</td>    <td>107</td>    <td>90</td>    <td>65</td>    <td>64</td>   </tr>   <tr>    <td><b>Liabilities (bn. USD)</b></td>    <td>37</td>    <td>58</td>    <td>83</td>    <td>120</td>    <td>171</td>    <td>193</td>    <td>241</td>    <td>259</td>    <td>248</td>    <td>259</td>    <td>265</td>   </tr>   <tr>    <td><b>Equity ratio (%)</b></td>    <td>65</td>    <td>67</td>    <td>60</td>    <td>48</td>    <td>41</td>    <td>40</td>    <td>36</td>    <td>29</td>    <td>27</td>    <td>20</td>    <td>19.5</td>   </tr>  </tbody> </table> Equity and equity ratio are in an obvious downward trend while liabilities have increased. However, the deterioration of the balance sheet hasn't had an impact yet on Apple's power to generate and increase revenues and earnings. With $95 bn. net income this year, Apple shows a return on equity (ROE) of 148% (!), a number not many companies achieve. So while the balance sheet is nothing to worry about in regard to Apple's business, it will have an impact on the company's ability to buy back shares. Even if Apple spends all its net income on buybacks (which would be a new annual buyback record), this number would just represent 3.9% of Apple's total market cap of $2.41 trillion. As a result, the company must spend more cash in the future to buy back the same percentage of shares as it did during the last ten years.</p><p><blockquote><table><tbody><tr><td><b>2011</b></td><td><b>2012</b></td><td><b>2013</b></td><td><b>2014</b></td><td><b>2015</b></td><td><b>2016</b></td><td><b>2017</b></td><td><b>2018</b></td><td><b>2019</b></td><td><b>2020</b></td><td><b>2021</b></td></tr><tr><td><b>权益（十亿美元）</b></td><td>70</td><td>118</td><td>124</td><td>111</td><td>119</td><td>128</td><td>134</td><td>107</td><td>90</td><td>65</td><td>64</td></tr><tr><td><b>负债（十亿美元）</b></td><td>37</td><td>58</td><td>83</td><td>120</td><td>171</td><td>193</td><td>241</td><td>259</td><td>248</td><td>259</td><td>265</td></tr><tr><td><b>权益比率（%）</b></td><td>65</td><td>67</td><td>60</td><td>48</td><td>41</td><td>40</td><td>36</td><td>29</td><td>27</td><td>20</td><td>19.5</td></tr></tbody></table>权益和权益比率呈明显下降趋势，而负债有所增加。然而，资产负债表的恶化尚未对苹果创造和增加收入和盈利的能力产生影响。950亿美元。净利润今年，苹果的股本回报率(ROE)为148%(！)，这是没有多少公司能达到的数字。因此，虽然苹果的业务无需担心资产负债表，但它将对该公司回购股票的能力产生影响。即使苹果将所有净利润用于回购（这将创下新的年度回购记录），这个数字也仅占苹果2.41万亿美元总市值的3.9%。因此，该公司未来必须花费更多现金来回购与过去十年相同比例的股票。</blockquote></p><p> <b>3. Valuation</b></p><p><blockquote><b>3.估值</b></blockquote></p><p> Apple currently trades for $145 per share (as of 10/18/21) and has a total market cap of $2.41 trillion. EPS for 2021 is about $5.7, so the P/E ratio is 25.4. The P/B ratio climbed to a whopping 37.6 (which can be partly explained by buybacks). High P/B ratios are not unusual for tech companies (many patents, intangible assets and brand value do not count for equity), but the number for Apple is really extreme. Cash flow per share of around $6.5 per share results in a P/CF ratio of 22. The average EPS of the last decade was $3.2. Hence, the CAPE ratio for Apple is 45.3, a number which also indicates an ambitious valuation.</p><p><blockquote>苹果目前的交易价格为每股145美元（截至10/18/21），总市值为2.41万亿美元。2021年每股收益约为5.7美元，因此市盈率为25.4。市净率攀升至高达37.6（这可以部分解释为回购）。对于科技公司来说，高市净率并不罕见（许多专利、无形资产和品牌价值不计入股权），但苹果的这个数字确实很极端。每股现金流约为6.5美元，市盈率为22。过去十年的平均每股收益为3.2美元。因此，苹果的CAPE比率为45.3，这个数字也表明估值雄心勃勃。</blockquote></p><p> All these numbers indicate that future returns are likely to be lower than the returns of the past decade.</p><p><blockquote>所有这些数字都表明，未来的回报很可能低于过去十年的回报。</blockquote></p><p> <b>4. Growth perspectives and product pipeline</b></p><p><blockquote><b>4.增长前景和产品管线</b></blockquote></p><p> In the past decade, Apple grew its net income by 13.8% annually and expects an increase of more than 66% this year. In the third quarter 2021, Apple&nbsp;increased its computer sales by 7.4%&nbsp;and increased its market share to 8.6% of worldwide sales. Smartphone sales decreased in the third quarter 2021 by 6% because of the chip shortage, but Apple&nbsp;increased its market share from 12% to 15%&nbsp;due to strong demand for the iPhone 13, which means that shipments grew by ca. 17% YoY. All in all, the market data shows that consumers strongly demand Apple products (MacBook, iPhone, iPad etc.) and also accept higher expenditures for high-quality products. However, the chip shortage will likely hurt Apple's sales in the quarters to come. Hence, it will be difficult for Apple to grow next year as revenues will take a hit. In the long term, Apple must differentiate from its competitors Samsung (OTC:SSNLF), Lenovo (OTCPK:LNVGY,OTCPK:LNVGF),HP Inc. (HPQ) andXiaomi(OTCPK:XIACF,OTCPK:XIACY) with special features and design, because some consumers (who are not pure Apple fans) will prefer price over features and design. I expect revenues to be flat next year or even lower than 2021 when the post-pandemic computer boom will flatten. The average growth rate for net income and revenue in the next decade is probably lower than in the past decade.</p><p><blockquote>过去十年，苹果净利润每年增长13.8%，预计今年增幅将超过66%。2021年第三季度，苹果的电脑销量增长了7.4%，市场份额增加到全球销量的8.6%。由于芯片短缺，2021年第三季度智能手机销量下降了6%，但由于对iPhone 13的强劲需求，苹果将其市场份额从12%提高到15%，这意味着出货量同比增长了约17%。总而言之，市场数据显示，消费者对苹果产品（MacBook、iPhone、iPad等）需求强烈。），也接受更高质量产品的更高支出。然而，芯片短缺可能会损害苹果未来几个季度的销售。因此，苹果明年将很难增长，因为收入将受到打击。从长远来看，苹果必须通过特殊功能和设计与竞争对手三星（OTC：SSNLF）、联想（OTCPK：LNVGY、OTCPK：LNVGF）、惠普公司（HPQ）和小米（OTCPK：XIACF、OTCPK：XIACY）区分开来，因为一些消费者（不是纯粹的苹果粉丝）会更喜欢价格而不是功能和设计。我预计明年的收入将持平，甚至低于2021年，届时大流行后的计算机繁荣将趋于平缓。未来十年净利润和收入的平均增长率可能低于过去十年。</blockquote></p><p> <b>5. Conclusion</b></p><p><blockquote><b>5.结论</b></blockquote></p><p> Since Apple's total market cap is already very high, it will be harder to boost share performance via buybacks. Consequently, the stock's total performance in the next decade (2022-2032) will be lower than the performance in the 2010s, especially because the stock has already outperformed Apple's fundamental performance.</p><p><blockquote>由于苹果的总市值已经很高，通过回购来提升股价表现将更加困难。因此，该股未来十年（2022-2032年）的总体表现将低于2010年代的表现，特别是因为该股的表现已经优于苹果的基本面表现。</blockquote></p><p> My conservative estimate is a net income growth rate of 5-7% p.a. and a buyback yield of just 1.5-2.0%. The earnings yield for the stock is currently 4% (P/E ratio of 25). Hence, the total annual return for the next ten years will possibly be between 5.5-9.0% which is significantly lower than the 25.4% from 2011-2021.</p><p><blockquote>我保守估计净利润增长率为每年5-7%。回购收益率仅为1.5-2.0%。该股目前的收益率为4%（市盈率为25）。因此，未来十年的总年回报率可能在5.5-9.0%之间，明显低于2011-2021年的25.4%。</blockquote></p><p></p><p> All in all, even at a current stock price of $145 per share, shareholders can expect a positive return, but adjusted for inflation, Apple will disappoint in the future compared to the last ten years. Due to a combination of lower growth (high competition, chip shortage), a lower buyback yield and a higher inflation which will increase the company's costs, Apple's stock will no longer outperform the market despite a promising product pipeline and a loyal customer base. The share price is the most important factor for future returns, and $145 per share is currently not very attractive.</p><p><blockquote>总而言之，即使以目前每股145美元的股价，股东也可以期待正回报，但经通胀调整后，与过去十年相比，苹果未来将令人失望。由于较低的增长（竞争激烈、芯片短缺）、较低的回购收益率和较高的通胀将增加公司的成本，尽管苹果拥有前景广阔的产品线和忠诚的客户群，但其股票将不再跑赢市场。股价是未来回报最重要的因素，每股145美元目前吸引力不大。</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: The Past Decade Can't Be Repeated<blockquote>苹果：过去的十年不能重复</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: The Past Decade Can't Be Repeated<blockquote>苹果：过去的十年不能重复</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\">2021-10-19 10:22</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>A return of more than 860% in 10 years made many shareholders happy.</li>  <li>This return was based on double-digit growth rates, aggressive buybacks and a solid customer base.</li>  <li>However, slowing growth, a worsened balance sheet, competition and, most important, Apple's valuation will likely lead to decreasing returns in the near future.</li>  <li>Even if new products are excellent and stand out from competitors, it will be very hard to achieve similar returns for the stock.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c48faf1320d58a68f652bbf7b8e93adf\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>10年860%以上的回报，让不少股民欣喜不已。</li><li>这一回报是基于两位数的增长率、积极的回购和坚实的客户群。</li><li>然而，增长放缓、资产负债表恶化、竞争以及最重要的苹果估值可能会在不久的将来导致回报下降。</li><li>即使新产品非常优秀并从竞争对手中脱颖而出，股票也很难实现类似的回报。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>1. Looking back at an impressive decade</b></p><p><blockquote><b>1.回顾令人印象深刻的十年</b></blockquote></p><p> Apple's (AAPL) stock showed a stunning performance over the last 10 years.</p><p><blockquote>苹果(AAPL)的股票在过去10年中表现出色。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f670db7ff8b0f2f186fa8dad803627f7\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> The stock returned 861% or 25.4% annually, which is an above average return compared to the S&amp;P 500 with just about 263%. Apple has a stunning growth record over the past decade which is one reason for the long rally. Revenues grew from $108 bn. in 2011 to expected revenues in 2021 of $365 bn. (+238%) while net income increased from $26 bn. to $95 bn. in 2021 (+265%).</p><p><blockquote>该股的年回报率为861%，即25.4%，与标普500的约263%相比，高于平均回报率。苹果在过去十年中拥有令人惊叹的增长记录，这也是长期反弹的原因之一。收入从1080亿美元增长。2011年预计2021年收入为3650亿美元。(+238%)，而净利润则从260亿美元增加。至950亿美元。2021年（+265%）。</blockquote></p><p> <table>  <tbody>   <tr>    <td><b>2011</b></td>    <td><b>2012</b></td>    <td><b>2013</b></td>    <td><b>2014</b></td>    <td><b>2015</b></td>    <td><b>2016</b></td>    <td><b>2017</b></td>    <td><b>2018</b></td>    <td><b>2019</b></td>    <td><b>2020</b></td>    <td><b>2021 (e)</b></td>   </tr>   <tr>    <td><b>Revenue (bn. USD)</b></td>    <td>108</td>    <td>156</td>    <td>171</td>    <td>183</td>    <td>231</td>    <td>214</td>    <td>229</td>    <td>266</td>    <td>260</td>    <td>274</td>    <td>365</td>   </tr>   <tr>    <td><b>Net income (bn. USD)</b></td>    <td>26</td>    <td>42</td>    <td>37</td>    <td>40</td>    <td>53</td>    <td>46</td>    <td>48</td>    <td>60</td>    <td>55</td>    <td>57</td>    <td>95</td>   </tr>   <tr>    <td><b>EPS*(USD)</b></td>    <td>1.56</td>    <td>2.51</td>    <td>2.22</td>    <td>2.38</td>    <td>3.21</td>    <td>2.75</td>    <td>2.91</td>    <td>3.57</td>    <td>3.33</td>    <td>3.45</td>    <td>5.7</td>   </tr>  </tbody> </table> [*EPS numbers adjusted for stock splits in 2015 (7:1) and 2020 (4:1), calculation with 16.63 billion shares]</p><p><blockquote><table><tbody><tr><td><b>2011</b></td><td><b>2012</b></td><td><b>2013</b></td><td><b>2014</b></td><td><b>2015</b></td><td><b>2016</b></td><td><b>2017</b></td><td><b>2018</b></td><td><b>2019</b></td><td><b>2020</b></td><td><b>二零二一年(e)</b></td></tr><tr><td><b>收入（十亿美元）</b></td><td>108</td><td>156</td><td>171</td><td>183</td><td>231</td><td>214</td><td>229</td><td>266</td><td>260</td><td>274</td><td>365</td></tr><tr><td><b>净利润（十亿美元）</b></td><td>26</td><td>42</td><td>37</td><td>40</td><td>53</td><td>46</td><td>48</td><td>60</td><td>55</td><td>57</td><td>95</td></tr><tr><td><b>每股收益*（美元）</b></td><td>1.56</td><td>2.51</td><td>2.22</td><td>2.38</td><td>3.21</td><td>2.75</td><td>2.91</td><td>3.57</td><td>3.33</td><td>3.45</td><td>5.7</td></tr></tbody></table>[*根据2015年(7：1)和2020年(4：1)股票分割调整后的每股收益数据，按166.3亿股计算]</blockquote></p><p> <b>2. Aggressive buybacks</b></p><p><blockquote><b>2.激进的回购</b></blockquote></p><p> Although the company's fundamental growth was great, the stock's gain was even more phenomenal. A second reason were permanent and aggressive stock buybacks by Apple. In2011, Apple had 926 million shares outstanding, according to the quarterly report from June. Adjusted for the two stock splits, the number should have increased to 25.93 bn. shares. Surprisingly, Apple had just 16.63 bn. shares outstanding at the end of June 2021, which means that share count was reduced by nearly 36% in just one decade. The buybacks definitely contributed to the stock's stellar performance, but the higher the stock climbed over the years, the more Apple had to pay to buy back shares. The buybacks are reflected in the company's balance sheet which has worsened significantly.</p><p><blockquote>尽管该公司的基本面增长很好，但该股的涨幅更为惊人。第二个原因是苹果永久且积极的股票回购。根据6月份的季度报告，2011年，苹果拥有9.26亿股流通股。根据两次股票分割进行调整后，这一数字应该会增加到259.3亿。股份。令人惊讶的是，苹果只有166.3亿。截至2021年6月底已发行股票，这意味着股票数量在短短十年内减少了近36%。回购无疑为该股的出色表现做出了贡献，但该股多年来上涨得越高，苹果为回购股票支付的费用就越多。回购反映在公司的资产负债表上，该资产负债表已显着恶化。</blockquote></p><p></p><p> <table>  <tbody>   <tr>    <td><b>2011</b></td>    <td><b>2012</b></td>    <td><b>2013</b></td>    <td><b>2014</b></td>    <td><b>2015</b></td>    <td><b>2016</b></td>    <td><b>2017</b></td>    <td><b>2018</b></td>    <td><b>2019</b></td>    <td><b>2020</b></td>    <td><b>2021</b></td>   </tr>   <tr>    <td><b>Equity (bn. USD)</b></td>    <td>70</td>    <td>118</td>    <td>124</td>    <td>111</td>    <td>119</td>    <td>128</td>    <td>134</td>    <td>107</td>    <td>90</td>    <td>65</td>    <td>64</td>   </tr>   <tr>    <td><b>Liabilities (bn. USD)</b></td>    <td>37</td>    <td>58</td>    <td>83</td>    <td>120</td>    <td>171</td>    <td>193</td>    <td>241</td>    <td>259</td>    <td>248</td>    <td>259</td>    <td>265</td>   </tr>   <tr>    <td><b>Equity ratio (%)</b></td>    <td>65</td>    <td>67</td>    <td>60</td>    <td>48</td>    <td>41</td>    <td>40</td>    <td>36</td>    <td>29</td>    <td>27</td>    <td>20</td>    <td>19.5</td>   </tr>  </tbody> </table> Equity and equity ratio are in an obvious downward trend while liabilities have increased. However, the deterioration of the balance sheet hasn't had an impact yet on Apple's power to generate and increase revenues and earnings. With $95 bn. net income this year, Apple shows a return on equity (ROE) of 148% (!), a number not many companies achieve. So while the balance sheet is nothing to worry about in regard to Apple's business, it will have an impact on the company's ability to buy back shares. Even if Apple spends all its net income on buybacks (which would be a new annual buyback record), this number would just represent 3.9% of Apple's total market cap of $2.41 trillion. As a result, the company must spend more cash in the future to buy back the same percentage of shares as it did during the last ten years.</p><p><blockquote><table><tbody><tr><td><b>2011</b></td><td><b>2012</b></td><td><b>2013</b></td><td><b>2014</b></td><td><b>2015</b></td><td><b>2016</b></td><td><b>2017</b></td><td><b>2018</b></td><td><b>2019</b></td><td><b>2020</b></td><td><b>2021</b></td></tr><tr><td><b>权益（十亿美元）</b></td><td>70</td><td>118</td><td>124</td><td>111</td><td>119</td><td>128</td><td>134</td><td>107</td><td>90</td><td>65</td><td>64</td></tr><tr><td><b>负债（十亿美元）</b></td><td>37</td><td>58</td><td>83</td><td>120</td><td>171</td><td>193</td><td>241</td><td>259</td><td>248</td><td>259</td><td>265</td></tr><tr><td><b>权益比率（%）</b></td><td>65</td><td>67</td><td>60</td><td>48</td><td>41</td><td>40</td><td>36</td><td>29</td><td>27</td><td>20</td><td>19.5</td></tr></tbody></table>权益和权益比率呈明显下降趋势，而负债有所增加。然而，资产负债表的恶化尚未对苹果创造和增加收入和盈利的能力产生影响。950亿美元。净利润今年，苹果的股本回报率(ROE)为148%(！)，这是没有多少公司能达到的数字。因此，虽然苹果的业务无需担心资产负债表，但它将对该公司回购股票的能力产生影响。即使苹果将所有净利润用于回购（这将创下新的年度回购记录），这个数字也仅占苹果2.41万亿美元总市值的3.9%。因此，该公司未来必须花费更多现金来回购与过去十年相同比例的股票。</blockquote></p><p> <b>3. Valuation</b></p><p><blockquote><b>3.估值</b></blockquote></p><p> Apple currently trades for $145 per share (as of 10/18/21) and has a total market cap of $2.41 trillion. EPS for 2021 is about $5.7, so the P/E ratio is 25.4. The P/B ratio climbed to a whopping 37.6 (which can be partly explained by buybacks). High P/B ratios are not unusual for tech companies (many patents, intangible assets and brand value do not count for equity), but the number for Apple is really extreme. Cash flow per share of around $6.5 per share results in a P/CF ratio of 22. The average EPS of the last decade was $3.2. Hence, the CAPE ratio for Apple is 45.3, a number which also indicates an ambitious valuation.</p><p><blockquote>苹果目前的交易价格为每股145美元（截至10/18/21），总市值为2.41万亿美元。2021年每股收益约为5.7美元，因此市盈率为25.4。市净率攀升至高达37.6（这可以部分解释为回购）。对于科技公司来说，高市净率并不罕见（许多专利、无形资产和品牌价值不计入股权），但苹果的这个数字确实很极端。每股现金流约为6.5美元，市盈率为22。过去十年的平均每股收益为3.2美元。因此，苹果的CAPE比率为45.3，这个数字也表明估值雄心勃勃。</blockquote></p><p> All these numbers indicate that future returns are likely to be lower than the returns of the past decade.</p><p><blockquote>所有这些数字都表明，未来的回报很可能低于过去十年的回报。</blockquote></p><p> <b>4. Growth perspectives and product pipeline</b></p><p><blockquote><b>4.增长前景和产品管线</b></blockquote></p><p> In the past decade, Apple grew its net income by 13.8% annually and expects an increase of more than 66% this year. In the third quarter 2021, Apple&nbsp;increased its computer sales by 7.4%&nbsp;and increased its market share to 8.6% of worldwide sales. Smartphone sales decreased in the third quarter 2021 by 6% because of the chip shortage, but Apple&nbsp;increased its market share from 12% to 15%&nbsp;due to strong demand for the iPhone 13, which means that shipments grew by ca. 17% YoY. All in all, the market data shows that consumers strongly demand Apple products (MacBook, iPhone, iPad etc.) and also accept higher expenditures for high-quality products. However, the chip shortage will likely hurt Apple's sales in the quarters to come. Hence, it will be difficult for Apple to grow next year as revenues will take a hit. In the long term, Apple must differentiate from its competitors Samsung (OTC:SSNLF), Lenovo (OTCPK:LNVGY,OTCPK:LNVGF),HP Inc. (HPQ) andXiaomi(OTCPK:XIACF,OTCPK:XIACY) with special features and design, because some consumers (who are not pure Apple fans) will prefer price over features and design. I expect revenues to be flat next year or even lower than 2021 when the post-pandemic computer boom will flatten. The average growth rate for net income and revenue in the next decade is probably lower than in the past decade.</p><p><blockquote>过去十年，苹果净利润每年增长13.8%，预计今年增幅将超过66%。2021年第三季度，苹果的电脑销量增长了7.4%，市场份额增加到全球销量的8.6%。由于芯片短缺，2021年第三季度智能手机销量下降了6%，但由于对iPhone 13的强劲需求，苹果将其市场份额从12%提高到15%，这意味着出货量同比增长了约17%。总而言之，市场数据显示，消费者对苹果产品（MacBook、iPhone、iPad等）需求强烈。），也接受更高质量产品的更高支出。然而，芯片短缺可能会损害苹果未来几个季度的销售。因此，苹果明年将很难增长，因为收入将受到打击。从长远来看，苹果必须通过特殊功能和设计与竞争对手三星（OTC：SSNLF）、联想（OTCPK：LNVGY、OTCPK：LNVGF）、惠普公司（HPQ）和小米（OTCPK：XIACF、OTCPK：XIACY）区分开来，因为一些消费者（不是纯粹的苹果粉丝）会更喜欢价格而不是功能和设计。我预计明年的收入将持平，甚至低于2021年，届时大流行后的计算机繁荣将趋于平缓。未来十年净利润和收入的平均增长率可能低于过去十年。</blockquote></p><p> <b>5. Conclusion</b></p><p><blockquote><b>5.结论</b></blockquote></p><p> Since Apple's total market cap is already very high, it will be harder to boost share performance via buybacks. Consequently, the stock's total performance in the next decade (2022-2032) will be lower than the performance in the 2010s, especially because the stock has already outperformed Apple's fundamental performance.</p><p><blockquote>由于苹果的总市值已经很高，通过回购来提升股价表现将更加困难。因此，该股未来十年（2022-2032年）的总体表现将低于2010年代的表现，特别是因为该股的表现已经优于苹果的基本面表现。</blockquote></p><p> My conservative estimate is a net income growth rate of 5-7% p.a. and a buyback yield of just 1.5-2.0%. The earnings yield for the stock is currently 4% (P/E ratio of 25). Hence, the total annual return for the next ten years will possibly be between 5.5-9.0% which is significantly lower than the 25.4% from 2011-2021.</p><p><blockquote>我保守估计净利润增长率为每年5-7%。回购收益率仅为1.5-2.0%。该股目前的收益率为4%（市盈率为25）。因此，未来十年的总年回报率可能在5.5-9.0%之间，明显低于2011-2021年的25.4%。</blockquote></p><p></p><p> All in all, even at a current stock price of $145 per share, shareholders can expect a positive return, but adjusted for inflation, Apple will disappoint in the future compared to the last ten years. Due to a combination of lower growth (high competition, chip shortage), a lower buyback yield and a higher inflation which will increase the company's costs, Apple's stock will no longer outperform the market despite a promising product pipeline and a loyal customer base. The share price is the most important factor for future returns, and $145 per share is currently not very attractive.</p><p><blockquote>总而言之，即使以目前每股145美元的股价，股东也可以期待正回报，但经通胀调整后，与过去十年相比，苹果未来将令人失望。由于较低的增长（竞争激烈、芯片短缺）、较低的回购收益率和较高的通胀将增加公司的成本，尽管苹果拥有前景广阔的产品线和忠诚的客户群，但其股票将不再跑赢市场。股价是未来回报最重要的因素，每股145美元目前吸引力不大。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4460481-apple-stock-past-decade-cant-be-repeated\">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/4460481-apple-stock-past-decade-cant-be-repeated","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175707103","content_text":"Summary\n\nA return of more than 860% in 10 years made many shareholders happy.\nThis return was based on double-digit growth rates, aggressive buybacks and a solid customer base.\nHowever, slowing growth, a worsened balance sheet, competition and, most important, Apple's valuation will likely lead to decreasing returns in the near future.\nEven if new products are excellent and stand out from competitors, it will be very hard to achieve similar returns for the stock.\n\nNikada/iStock Unreleased via Getty Images\n1. Looking back at an impressive decade\nApple's (AAPL) stock showed a stunning performance over the last 10 years.\nData by YCharts\nThe stock returned 861% or 25.4% annually, which is an above average return compared to the S&P 500 with just about 263%. Apple has a stunning growth record over the past decade which is one reason for the long rally. Revenues grew from $108 bn. in 2011 to expected revenues in 2021 of $365 bn. (+238%) while net income increased from $26 bn. to $95 bn. in 2021 (+265%).\n\n\n\n2011\n2012\n2013\n2014\n2015\n2016\n2017\n2018\n2019\n2020\n2021 (e)\n\n\nRevenue (bn. USD)\n108\n156\n171\n183\n231\n214\n229\n266\n260\n274\n365\n\n\nNet income (bn. USD)\n26\n42\n37\n40\n53\n46\n48\n60\n55\n57\n95\n\n\nEPS*(USD)\n1.56\n2.51\n2.22\n2.38\n3.21\n2.75\n2.91\n3.57\n3.33\n3.45\n5.7\n\n\n\n[*EPS numbers adjusted for stock splits in 2015 (7:1) and 2020 (4:1), calculation with 16.63 billion shares]\n2. Aggressive buybacks\nAlthough the company's fundamental growth was great, the stock's gain was even more phenomenal. A second reason were permanent and aggressive stock buybacks by Apple. In2011, Apple had 926 million shares outstanding, according to the quarterly report from June. Adjusted for the two stock splits, the number should have increased to 25.93 bn. shares. Surprisingly, Apple had just 16.63 bn. shares outstanding at the end of June 2021, which means that share count was reduced by nearly 36% in just one decade. The buybacks definitely contributed to the stock's stellar performance, but the higher the stock climbed over the years, the more Apple had to pay to buy back shares. The buybacks are reflected in the company's balance sheet which has worsened significantly.\n\n\n\n2011\n2012\n2013\n2014\n2015\n2016\n2017\n2018\n2019\n2020\n2021\n\n\nEquity (bn. USD)\n70\n118\n124\n111\n119\n128\n134\n107\n90\n65\n64\n\n\nLiabilities (bn. USD)\n37\n58\n83\n120\n171\n193\n241\n259\n248\n259\n265\n\n\nEquity ratio (%)\n65\n67\n60\n48\n41\n40\n36\n29\n27\n20\n19.5\n\n\n\nEquity and equity ratio are in an obvious downward trend while liabilities have increased. However, the deterioration of the balance sheet hasn't had an impact yet on Apple's power to generate and increase revenues and earnings. With $95 bn. net income this year, Apple shows a return on equity (ROE) of 148% (!), a number not many companies achieve. So while the balance sheet is nothing to worry about in regard to Apple's business, it will have an impact on the company's ability to buy back shares. Even if Apple spends all its net income on buybacks (which would be a new annual buyback record), this number would just represent 3.9% of Apple's total market cap of $2.41 trillion. As a result, the company must spend more cash in the future to buy back the same percentage of shares as it did during the last ten years.\n3. Valuation\nApple currently trades for $145 per share (as of 10/18/21) and has a total market cap of $2.41 trillion. EPS for 2021 is about $5.7, so the P/E ratio is 25.4. The P/B ratio climbed to a whopping 37.6 (which can be partly explained by buybacks). High P/B ratios are not unusual for tech companies (many patents, intangible assets and brand value do not count for equity), but the number for Apple is really extreme. Cash flow per share of around $6.5 per share results in a P/CF ratio of 22. The average EPS of the last decade was $3.2. Hence, the CAPE ratio for Apple is 45.3, a number which also indicates an ambitious valuation.\nAll these numbers indicate that future returns are likely to be lower than the returns of the past decade.\n4. Growth perspectives and product pipeline\nIn the past decade, Apple grew its net income by 13.8% annually and expects an increase of more than 66% this year. In the third quarter 2021, Apple increased its computer sales by 7.4% and increased its market share to 8.6% of worldwide sales. Smartphone sales decreased in the third quarter 2021 by 6% because of the chip shortage, but Apple increased its market share from 12% to 15% due to strong demand for the iPhone 13, which means that shipments grew by ca. 17% YoY. All in all, the market data shows that consumers strongly demand Apple products (MacBook, iPhone, iPad etc.) and also accept higher expenditures for high-quality products. However, the chip shortage will likely hurt Apple's sales in the quarters to come. Hence, it will be difficult for Apple to grow next year as revenues will take a hit. In the long term, Apple must differentiate from its competitors Samsung (OTC:SSNLF), Lenovo (OTCPK:LNVGY,OTCPK:LNVGF),HP Inc. (HPQ) andXiaomi(OTCPK:XIACF,OTCPK:XIACY) with special features and design, because some consumers (who are not pure Apple fans) will prefer price over features and design. I expect revenues to be flat next year or even lower than 2021 when the post-pandemic computer boom will flatten. The average growth rate for net income and revenue in the next decade is probably lower than in the past decade.\n5. Conclusion\nSince Apple's total market cap is already very high, it will be harder to boost share performance via buybacks. Consequently, the stock's total performance in the next decade (2022-2032) will be lower than the performance in the 2010s, especially because the stock has already outperformed Apple's fundamental performance.\nMy conservative estimate is a net income growth rate of 5-7% p.a. and a buyback yield of just 1.5-2.0%. The earnings yield for the stock is currently 4% (P/E ratio of 25). Hence, the total annual return for the next ten years will possibly be between 5.5-9.0% which is significantly lower than the 25.4% from 2011-2021.\nAll in all, even at a current stock price of $145 per share, shareholders can expect a positive return, but adjusted for inflation, Apple will disappoint in the future compared to the last ten years. Due to a combination of lower growth (high competition, chip shortage), a lower buyback yield and a higher inflation which will increase the company's costs, Apple's stock will no longer outperform the market despite a promising product pipeline and a loyal customer base. The share price is the most important factor for future returns, and $145 per share is currently not very attractive.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885627763,"gmtCreate":1631789228052,"gmtModify":1631890024729,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"Both will raise","listText":"Both will raise","text":"Both will raise","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/885627763","repostId":"1126607843","repostType":4,"repost":{"id":"1126607843","kind":"news","pubTimestamp":1631785252,"share":"https://www.laohu8.com/m/news/1126607843?lang=zh_CN&edition=full","pubTime":"2021-09-16 17:40","market":"us","language":"en","title":"Apple Vs. Microsoft: Who Is Inclined To Fall Harder In Case Of Correction<blockquote>苹果Vs。微软：在修正的情况下，谁更容易跌倒</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126607843","media":"seekingalpha","summary":"Summary\n\nObjectively, the likelihood of a significant correction in the stock market now deserves at","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Objectively, the likelihood of a significant correction in the stock market now deserves attention.</li>  <li>In the recent past, Apple and Microsoft have responded differently to a significant decline in the stock market.</li>  <li>Apple and&nbsp;Microsoft tend to be undervalued in terms of future cash flow, and overvalued in terms of potential dividends.</li>  <li>In the event of a hypothetical correction, Microsoft's potential for falling is lower than Apple's.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a07b4e98bb726c0044932fc29b3089b3\" tg-width=\"1536\" tg-height=\"1208\" width=\"100%\" height=\"auto\"><span>vicnt/iStock via Getty Images</span></p><p><blockquote><ul><li>客观而言，现在股市大幅回调的可能性值得关注。</li><li>最近，苹果和微软对股市大幅下跌的反应不同。</li><li>苹果和微软在未来现金流方面往往被低估，而在潜在股息方面则被高估。</li><li>在假设回调的情况下，微软下跌的可能性低于苹果。</li></ul><p class=\"t-img-caption\"><span>vicnt/iStock来自Getty Images</span></p></blockquote></p><p> <b>As an introduction...</b></p><p><blockquote><b>作为介绍...</b></blockquote></p><p> Since the last major correction in the US stock market ended in March 2020, the Nasdaq index has risen nearly 170%:</p><p><blockquote>自2020年3月美股上一次大回调结束以来，纳斯达克指数累计上涨近170%：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05a849f8e9ddf15f484770a5f0227fcd\" tg-width=\"635\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> For a year and a half, this is a very strong result, considering that the average annual total price return of the index over the past decade does not exceed 20%.<i>This fact alone makes us estimate the likelihood of a new significant correction in the stock market higher.</i></p><p><blockquote>对于一年半来说，考虑到该指数过去十年的年均总价格回报率不超过20%，这是一个非常强劲的结果。<i>仅这一事实就让我们估计股市有可能出现新的大幅回调。</i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37eb0178d9d463c7419b99632a6ec614\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: VisualizedAnalytics</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：VisualizedAnalytics</span></p></blockquote></p><p> In addition, there are other factors that make us wary of the current price level of the market.</p><p><blockquote>此外，还有其他因素让我们对市场目前的价格水平保持警惕。</blockquote></p><p> First, this year there is a record inflow of liquidity to the stock market. I'm not talking about the reasons now, they are obvious. But this fact alone makes the market extremely volatile:</p><p><blockquote>首先，今年流入股市的流动性创历史新高。我现在不说原因，很明显。但仅这一事实就让市场异常波动：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10623d7cecd8dec70bb229b809458b68\" tg-width=\"1242\" tg-height=\"918\" width=\"100%\" height=\"auto\"><span>Source: Bank of America</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：美国银行</span></p></blockquote></p><p> Second, the relative size of the US stock market has exceeded 200% of nominal GDP. In principle, this is not a fundamental limit. But it was the ultra-soft monetary policy that allowed the US stock market to reach its current record level. And most likely, in this context, a reversal is&nbsp;already outlined.</p><p><blockquote>第二，美国股市的相对规模已经超过名义GDP的200%。原则上，这不是一个根本性的限制。但正是超软货币政策让美国股市达到了目前的创纪录水平。最有可能的是，在这种情况下，逆转已经出现。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f69cd6450737ddf3e5fcbd6406c793ba\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: VisualizedAnalytics</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：VisualizedAnalytics</span></p></blockquote></p><p> And finally the third. The macrocycle also allows us to expect the market to enter a phase of increased volatility and tightening of monetary policy:</p><p><blockquote>最后是第三个。宏观周期也让我们预计市场将进入波动加剧和货币政策收紧的阶段：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d6a6a794dde6f4e1d3e6e9149b55060\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: VisualizedAnalytics</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：VisualizedAnalytics</span></p></blockquote></p><p> So, objectively, the likelihood of the next correction of the stock market at least deserves attention. And in this context, I propose to answer the question:<i>in case of a correction, which company is inclined to fall harder - Apple (AAPL) or Microsoft (MSFT)?</i></p><p><blockquote>所以，客观而言，股市下一次回调的可能性至少值得关注。在这种情况下，我建议回答这个问题：<i>如果出现调整，苹果（AAPL）和微软（MSFT）哪家公司的跌幅更大？</i></blockquote></p><p> <b>Why Apple vs. Microsoft?</b></p><p><blockquote><b>为什么是苹果对微软？</b></blockquote></p><p> The decision to compare exactly these two companies was dictated by two factors.</p><p><blockquote>准确比较这两家公司的决定由两个因素决定。</blockquote></p><p> Firstly, these are the two largest companies in the tech sector, together accounting for more than 10% of the total capitalization of the US stock market. These companies are so large that, in principle, their dynamics alone can cause a new wave of correction:</p><p><blockquote>首先，这是科技行业最大的两家公司，合计占美国股市总市值的10%以上。这些公司规模如此之大，以至于原则上，仅凭它们的动态就可以引发新一波的调整：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cf3ef401b67c298ecbd9d56d31fc6927\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31417d34d6eacb724c20b3a274068467\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: VisualizedAnalytics</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：VisualizedAnalytics</span></p></blockquote></p><p> Secondly, both companies pay dividends. In matters of fundamental valuation, this factor plays a significant role.</p><p><blockquote>其次，两家公司都支付股息。在基本面估值方面，这一因素发挥着重要作用。</blockquote></p><p> <b>Some Statistics</b></p><p><blockquote><b>一些统计数据</b></blockquote></p><p> To begin with, let's take a look at what price dynamics both companies have shown during strong market fluctuations in the recent past.</p><p><blockquote>首先，让我们来看看两家公司在近期市场剧烈波动期间表现出的价格动态。</blockquote></p><p> To do this, I have broken the three-year span into eight periods of market movement:</p><p><blockquote>为了做到这一点，我将三年的时间跨度分为八个市场运动时期：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edfd9dec91d94990cf5217aa649758ac\" tg-width=\"947\" tg-height=\"578\" width=\"100%\" height=\"auto\"><span>Source: TradingView, Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TradingView，作者</span></p></blockquote></p><p> Here are the results that companies have shown in each of the periods:</p><p><blockquote>以下是公司在每个时期显示的结果：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/868067f19c2251bfdb0658a251596fcc\" tg-width=\"640\" tg-height=\"214\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p></p><p> At first glance, the statistics are unambiguous:<i>during periods of correction, the price of Microsoft tends to decrease less than that of Apple.</i>But on the other hand, Apple has consistently performed better during periods of market growth. And in this case, the result obtained can simply be explained by the technical factors of the market behavior.</p><p><blockquote>乍一看，统计数据毫不含糊：<i>在回调期间，微软价格的跌幅往往小于苹果。</i>但另一方面，苹果在市场增长时期的表现一直更好。并且在这种情况下，得到的结果可以简单地用市场行为的技术因素来解释。</blockquote></p><p> But in the current period of growth, both companies demonstrate approximately the same return. And therefore, here we do not find a clue to our question...</p><p><blockquote>但在当前的增长期，两家公司的回报大致相同。因此，在这里我们找不到问题的线索...</blockquote></p><p> <b>Fundamentals</b></p><p><blockquote><b>基本原则</b></blockquote></p><p> Exclusively in an investment context, the price of a company's share can be viewed from two points of view.</p><p><blockquote>仅在投资背景下，公司股票的价格可以从两个角度来看待。</blockquote></p><p> On the one hand, the price reflects the present value of the company's&nbsp;<b>future cash flow</b>. On the other hand, the price is the present value of the sum of&nbsp;<b>all potential dividends</b>that the company will pay in the future. Let's model these prices for Apple and Microsoft. And for this I will build, respectively, the Discounted Cash Flow Model and the Dividend Discount Model.</p><p><blockquote>价格一方面反映了公司的现值<b>未来现金流量</b>另一方面，价格是以下各项之和的现值<b>所有潜在股息</b>公司未来将支付的费用。让我们对苹果和微软的价格进行建模。为此，我将分别建立贴现现金流模型和股息贴现模型。</blockquote></p><p> In order for the models to be less subjective, I will take as a basis the average expectations of analysts regarding the revenue and EPS of the companies in the next decade.</p><p><blockquote>为了使模型不那么主观，我将以分析师对公司未来十年收入和每股收益的平均预期为基础。</blockquote></p><p> Let's start with&nbsp;<b>Apple</b>. Here is the calculation of the Weighted Average Cost of Capital:</p><p><blockquote>让我们从<b>苹果</b>以下是加权平均资本成本的计算方法：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f8fc4e5dc7025dd1227ea5279073aa5\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> Notes:</p><p><blockquote>附注：</blockquote></p><p> <ul>  <li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.33%).</li>  <li>I used the current&nbsp;value&nbsp;of the three-year beta coefficient. For a terminal year, I used Beta equal to 1.</li>  <li>To calculate the Cost of Debt, I used the interest expense for 2020 divided by the average debt in 2019 and 2018.</li> </ul> Here is the DCF model:</p><p><blockquote><ul><li>为了计算市场回报率，我使用了equityriskpremium（4.72%）和UST10的当前收益率作为无风险利率（1.33%）。</li><li>我使用了三年贝塔系数的当前值。在最后一年，我使用Beta等于1。</li><li>为了计算债务成本，我使用了2020年的利息支出除以2019年和2018年的平均债务。</li></ul>以下是DCF模型：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bfb45a9125bb1f465cd34a6a8a6d06a\" tg-width=\"640\" tg-height=\"520\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> <b>The DCF-based target price for Apple's shares is about $181 (+22%).</b></p><p><blockquote><b>基于DCF的苹果股票目标价约为181美元（+22%）。</b></blockquote></p><p> In the case of Apple, when building the Dividend Discount Model it is also necessary to take into account the fact that the company continues to actively buy back:</p><p><blockquote>以苹果为例，在构建股息贴现模型时还需要考虑公司持续积极回购的事实：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d84076d0fc1bb5dbec8c1e6e19434153\" tg-width=\"635\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Continuing the current dynamics, the model assumes that by the terminal year the number of diluted shares will be reduced to 13.5 billion.</p><p><blockquote>继续当前的动态，该模型假设到最后一年，稀释后的股票数量将减少至135亿股。</blockquote></p><p> Apple spends an average of 25% of its net income on dividends. I assume that the payout ratio will remain at this level.</p><p><blockquote>苹果平均将净利润的25%用于股息。我假设派息率将保持在这个水平。</blockquote></p><p> Here is the Dividend Discount Model itself:</p><p><blockquote>以下是股息折扣模型本身：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8990a8299cc0652d77815710f0ab427\" tg-width=\"640\" tg-height=\"292\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> <b><i>The DDM-based target price for Apple's shares is $69 (-54%).</i></b></p><p><blockquote><b><i>基于DDM的苹果股票目标价为69美元（-54%）。</i></b></blockquote></p><p> Now let's take a look at Microsoft.</p><p><blockquote>现在我们来看看微软。</blockquote></p><p> Here is the calculation of the WACC:</p><p><blockquote>以下是WACC的计算：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15889e90904c69497b749f28bd64190f\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> And here is the DCF model:</p><p><blockquote>这是DCF模型：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7dca7339e43f534807bf043b1931e1db\" tg-width=\"640\" tg-height=\"506\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> <b>The DCF-based target price for Microsoft's shares is about $353 (+18%).</b></p><p><blockquote><b>基于DCF的微软股票目标价约为353美元（+18%）。</b></blockquote></p><p> Microsoft is also actively buying back shares:</p><p><blockquote>微软也在积极回购股票：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1deec463f584b5eb7913d72938d3e1ca\" tg-width=\"635\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> I proceed from the assumption that the dynamics of the last two years will continue, and by the terminal year, the number of diluted shares will be reduced to 7.2 billion.</p><p><blockquote>我假设过去两年的动态将持续下去，到最后一年，稀释后的股票数量将减少到72亿股。</blockquote></p><p> Here is the Dividend Discount Model:</p><p><blockquote>以下是股息折扣模型：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18c863b92e948f78e518d5619b44647d\" tg-width=\"640\" tg-height=\"283\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> <b><i>The DDM-based target price for Microsoft's shares is $203 (-32%).</i></b></p><p><blockquote><b><i>基于DDM的微软股票目标价为203美元（-32%）。</i></b></blockquote></p><p> Let's summarize:</p><p><blockquote>我们来总结一下：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/84b527d82270843e021a89a9ecdf68e6\" tg-width=\"906\" tg-height=\"212\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> It is worth noting that I have already been observing similar results in the case of these companies for a long time. I mean, Apple and Microsoft tend to be undervalued in terms of future cash flow, and overvalued in terms of potential dividends.</p><p><blockquote>值得注意的是，我长期以来一直在观察这些公司的类似结果。我的意思是，苹果和微软在未来现金流方面往往被低估，而在潜在股息方面则被高估。</blockquote></p><p></p><p> This suggests that during periods of market growth, investors are not particularly inclined to pay attention to dividends. Moreover, most likely dividends are perceived simply as a bonus.</p><p><blockquote>这表明，在市场增长期间，投资者并不特别倾向于关注股息。此外，最有可能的股息被简单地视为奖金。</blockquote></p><p> But during periods of market correction, the present value of potential dividends is the minimum level below which it is difficult for the price to fall. And in this context, I think Microsoft is in a better position than Apple.</p><p><blockquote>但在市场调整期间，潜在股息的现值是价格难以下跌的最低水平。在这种背景下，我认为微软比苹果处于更好的位置。</blockquote></p><p> <b>Bottom line</b></p><p><blockquote><b>底线</b></blockquote></p><p> At the current stage of the market cycle, when the likelihood of a correction has gone beyond formal, in my opinion, investing in Microsoft is less risky compared to Apple.</p><p><blockquote>在市场周期的当前阶段，当回调的可能性已经超出形式时，在我看来，与苹果相比，投资微软的风险较小。</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 Vs. Microsoft: Who Is Inclined To Fall Harder In Case Of Correction<blockquote>苹果Vs。微软：在修正的情况下，谁更容易跌倒</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Vs. Microsoft: Who Is Inclined To Fall Harder In Case Of Correction<blockquote>苹果Vs。微软：在修正的情况下，谁更容易跌倒</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-09-16 17:40</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>Objectively, the likelihood of a significant correction in the stock market now deserves attention.</li>  <li>In the recent past, Apple and Microsoft have responded differently to a significant decline in the stock market.</li>  <li>Apple and&nbsp;Microsoft tend to be undervalued in terms of future cash flow, and overvalued in terms of potential dividends.</li>  <li>In the event of a hypothetical correction, Microsoft's potential for falling is lower than Apple's.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a07b4e98bb726c0044932fc29b3089b3\" tg-width=\"1536\" tg-height=\"1208\" width=\"100%\" height=\"auto\"><span>vicnt/iStock via Getty Images</span></p><p><blockquote><ul><li>客观而言，现在股市大幅回调的可能性值得关注。</li><li>最近，苹果和微软对股市大幅下跌的反应不同。</li><li>苹果和微软在未来现金流方面往往被低估，而在潜在股息方面则被高估。</li><li>在假设回调的情况下，微软下跌的可能性低于苹果。</li></ul><p class=\"t-img-caption\"><span>vicnt/iStock来自Getty Images</span></p></blockquote></p><p> <b>As an introduction...</b></p><p><blockquote><b>作为介绍...</b></blockquote></p><p> Since the last major correction in the US stock market ended in March 2020, the Nasdaq index has risen nearly 170%:</p><p><blockquote>自2020年3月美股上一次大回调结束以来，纳斯达克指数累计上涨近170%：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05a849f8e9ddf15f484770a5f0227fcd\" tg-width=\"635\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> For a year and a half, this is a very strong result, considering that the average annual total price return of the index over the past decade does not exceed 20%.<i>This fact alone makes us estimate the likelihood of a new significant correction in the stock market higher.</i></p><p><blockquote>对于一年半来说，考虑到该指数过去十年的年均总价格回报率不超过20%，这是一个非常强劲的结果。<i>仅这一事实就让我们估计股市有可能出现新的大幅回调。</i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37eb0178d9d463c7419b99632a6ec614\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: VisualizedAnalytics</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：VisualizedAnalytics</span></p></blockquote></p><p> In addition, there are other factors that make us wary of the current price level of the market.</p><p><blockquote>此外，还有其他因素让我们对市场目前的价格水平保持警惕。</blockquote></p><p> First, this year there is a record inflow of liquidity to the stock market. I'm not talking about the reasons now, they are obvious. But this fact alone makes the market extremely volatile:</p><p><blockquote>首先，今年流入股市的流动性创历史新高。我现在不说原因，很明显。但仅这一事实就让市场异常波动：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10623d7cecd8dec70bb229b809458b68\" tg-width=\"1242\" tg-height=\"918\" width=\"100%\" height=\"auto\"><span>Source: Bank of America</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：美国银行</span></p></blockquote></p><p> Second, the relative size of the US stock market has exceeded 200% of nominal GDP. In principle, this is not a fundamental limit. But it was the ultra-soft monetary policy that allowed the US stock market to reach its current record level. And most likely, in this context, a reversal is&nbsp;already outlined.</p><p><blockquote>第二，美国股市的相对规模已经超过名义GDP的200%。原则上，这不是一个根本性的限制。但正是超软货币政策让美国股市达到了目前的创纪录水平。最有可能的是，在这种情况下，逆转已经出现。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f69cd6450737ddf3e5fcbd6406c793ba\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: VisualizedAnalytics</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：VisualizedAnalytics</span></p></blockquote></p><p> And finally the third. The macrocycle also allows us to expect the market to enter a phase of increased volatility and tightening of monetary policy:</p><p><blockquote>最后是第三个。宏观周期也让我们预计市场将进入波动加剧和货币政策收紧的阶段：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d6a6a794dde6f4e1d3e6e9149b55060\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: VisualizedAnalytics</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：VisualizedAnalytics</span></p></blockquote></p><p> So, objectively, the likelihood of the next correction of the stock market at least deserves attention. And in this context, I propose to answer the question:<i>in case of a correction, which company is inclined to fall harder - Apple (AAPL) or Microsoft (MSFT)?</i></p><p><blockquote>所以，客观而言，股市下一次回调的可能性至少值得关注。在这种情况下，我建议回答这个问题：<i>如果出现调整，苹果（AAPL）和微软（MSFT）哪家公司的跌幅更大？</i></blockquote></p><p> <b>Why Apple vs. Microsoft?</b></p><p><blockquote><b>为什么是苹果对微软？</b></blockquote></p><p> The decision to compare exactly these two companies was dictated by two factors.</p><p><blockquote>准确比较这两家公司的决定由两个因素决定。</blockquote></p><p> Firstly, these are the two largest companies in the tech sector, together accounting for more than 10% of the total capitalization of the US stock market. These companies are so large that, in principle, their dynamics alone can cause a new wave of correction:</p><p><blockquote>首先，这是科技行业最大的两家公司，合计占美国股市总市值的10%以上。这些公司规模如此之大，以至于原则上，仅凭它们的动态就可以引发新一波的调整：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cf3ef401b67c298ecbd9d56d31fc6927\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31417d34d6eacb724c20b3a274068467\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: VisualizedAnalytics</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：VisualizedAnalytics</span></p></blockquote></p><p> Secondly, both companies pay dividends. In matters of fundamental valuation, this factor plays a significant role.</p><p><blockquote>其次，两家公司都支付股息。在基本面估值方面，这一因素发挥着重要作用。</blockquote></p><p> <b>Some Statistics</b></p><p><blockquote><b>一些统计数据</b></blockquote></p><p> To begin with, let's take a look at what price dynamics both companies have shown during strong market fluctuations in the recent past.</p><p><blockquote>首先，让我们来看看两家公司在近期市场剧烈波动期间表现出的价格动态。</blockquote></p><p> To do this, I have broken the three-year span into eight periods of market movement:</p><p><blockquote>为了做到这一点，我将三年的时间跨度分为八个市场运动时期：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edfd9dec91d94990cf5217aa649758ac\" tg-width=\"947\" tg-height=\"578\" width=\"100%\" height=\"auto\"><span>Source: TradingView, Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TradingView，作者</span></p></blockquote></p><p> Here are the results that companies have shown in each of the periods:</p><p><blockquote>以下是公司在每个时期显示的结果：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/868067f19c2251bfdb0658a251596fcc\" tg-width=\"640\" tg-height=\"214\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p></p><p> At first glance, the statistics are unambiguous:<i>during periods of correction, the price of Microsoft tends to decrease less than that of Apple.</i>But on the other hand, Apple has consistently performed better during periods of market growth. And in this case, the result obtained can simply be explained by the technical factors of the market behavior.</p><p><blockquote>乍一看，统计数据毫不含糊：<i>在回调期间，微软价格的跌幅往往小于苹果。</i>但另一方面，苹果在市场增长时期的表现一直更好。并且在这种情况下，得到的结果可以简单地用市场行为的技术因素来解释。</blockquote></p><p> But in the current period of growth, both companies demonstrate approximately the same return. And therefore, here we do not find a clue to our question...</p><p><blockquote>但在当前的增长期，两家公司的回报大致相同。因此，在这里我们找不到问题的线索...</blockquote></p><p> <b>Fundamentals</b></p><p><blockquote><b>基本原则</b></blockquote></p><p> Exclusively in an investment context, the price of a company's share can be viewed from two points of view.</p><p><blockquote>仅在投资背景下，公司股票的价格可以从两个角度来看待。</blockquote></p><p> On the one hand, the price reflects the present value of the company's&nbsp;<b>future cash flow</b>. On the other hand, the price is the present value of the sum of&nbsp;<b>all potential dividends</b>that the company will pay in the future. Let's model these prices for Apple and Microsoft. And for this I will build, respectively, the Discounted Cash Flow Model and the Dividend Discount Model.</p><p><blockquote>价格一方面反映了公司的现值<b>未来现金流量</b>另一方面，价格是以下各项之和的现值<b>所有潜在股息</b>公司未来将支付的费用。让我们对苹果和微软的价格进行建模。为此，我将分别建立贴现现金流模型和股息贴现模型。</blockquote></p><p> In order for the models to be less subjective, I will take as a basis the average expectations of analysts regarding the revenue and EPS of the companies in the next decade.</p><p><blockquote>为了使模型不那么主观，我将以分析师对公司未来十年收入和每股收益的平均预期为基础。</blockquote></p><p> Let's start with&nbsp;<b>Apple</b>. Here is the calculation of the Weighted Average Cost of Capital:</p><p><blockquote>让我们从<b>苹果</b>以下是加权平均资本成本的计算方法：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f8fc4e5dc7025dd1227ea5279073aa5\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> Notes:</p><p><blockquote>附注：</blockquote></p><p> <ul>  <li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.33%).</li>  <li>I used the current&nbsp;value&nbsp;of the three-year beta coefficient. For a terminal year, I used Beta equal to 1.</li>  <li>To calculate the Cost of Debt, I used the interest expense for 2020 divided by the average debt in 2019 and 2018.</li> </ul> Here is the DCF model:</p><p><blockquote><ul><li>为了计算市场回报率，我使用了equityriskpremium（4.72%）和UST10的当前收益率作为无风险利率（1.33%）。</li><li>我使用了三年贝塔系数的当前值。在最后一年，我使用Beta等于1。</li><li>为了计算债务成本，我使用了2020年的利息支出除以2019年和2018年的平均债务。</li></ul>以下是DCF模型：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bfb45a9125bb1f465cd34a6a8a6d06a\" tg-width=\"640\" tg-height=\"520\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> <b>The DCF-based target price for Apple's shares is about $181 (+22%).</b></p><p><blockquote><b>基于DCF的苹果股票目标价约为181美元（+22%）。</b></blockquote></p><p> In the case of Apple, when building the Dividend Discount Model it is also necessary to take into account the fact that the company continues to actively buy back:</p><p><blockquote>以苹果为例，在构建股息贴现模型时还需要考虑公司持续积极回购的事实：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d84076d0fc1bb5dbec8c1e6e19434153\" tg-width=\"635\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Continuing the current dynamics, the model assumes that by the terminal year the number of diluted shares will be reduced to 13.5 billion.</p><p><blockquote>继续当前的动态，该模型假设到最后一年，稀释后的股票数量将减少至135亿股。</blockquote></p><p> Apple spends an average of 25% of its net income on dividends. I assume that the payout ratio will remain at this level.</p><p><blockquote>苹果平均将净利润的25%用于股息。我假设派息率将保持在这个水平。</blockquote></p><p> Here is the Dividend Discount Model itself:</p><p><blockquote>以下是股息折扣模型本身：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8990a8299cc0652d77815710f0ab427\" tg-width=\"640\" tg-height=\"292\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> <b><i>The DDM-based target price for Apple's shares is $69 (-54%).</i></b></p><p><blockquote><b><i>基于DDM的苹果股票目标价为69美元（-54%）。</i></b></blockquote></p><p> Now let's take a look at Microsoft.</p><p><blockquote>现在我们来看看微软。</blockquote></p><p> Here is the calculation of the WACC:</p><p><blockquote>以下是WACC的计算：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15889e90904c69497b749f28bd64190f\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> And here is the DCF model:</p><p><blockquote>这是DCF模型：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7dca7339e43f534807bf043b1931e1db\" tg-width=\"640\" tg-height=\"506\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> <b>The DCF-based target price for Microsoft's shares is about $353 (+18%).</b></p><p><blockquote><b>基于DCF的微软股票目标价约为353美元（+18%）。</b></blockquote></p><p> Microsoft is also actively buying back shares:</p><p><blockquote>微软也在积极回购股票：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1deec463f584b5eb7913d72938d3e1ca\" tg-width=\"635\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> I proceed from the assumption that the dynamics of the last two years will continue, and by the terminal year, the number of diluted shares will be reduced to 7.2 billion.</p><p><blockquote>我假设过去两年的动态将持续下去，到最后一年，稀释后的股票数量将减少到72亿股。</blockquote></p><p> Here is the Dividend Discount Model:</p><p><blockquote>以下是股息折扣模型：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18c863b92e948f78e518d5619b44647d\" tg-width=\"640\" tg-height=\"283\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> <b><i>The DDM-based target price for Microsoft's shares is $203 (-32%).</i></b></p><p><blockquote><b><i>基于DDM的微软股票目标价为203美元（-32%）。</i></b></blockquote></p><p> Let's summarize:</p><p><blockquote>我们来总结一下：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/84b527d82270843e021a89a9ecdf68e6\" tg-width=\"906\" tg-height=\"212\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> It is worth noting that I have already been observing similar results in the case of these companies for a long time. I mean, Apple and Microsoft tend to be undervalued in terms of future cash flow, and overvalued in terms of potential dividends.</p><p><blockquote>值得注意的是，我长期以来一直在观察这些公司的类似结果。我的意思是，苹果和微软在未来现金流方面往往被低估，而在潜在股息方面则被高估。</blockquote></p><p></p><p> This suggests that during periods of market growth, investors are not particularly inclined to pay attention to dividends. Moreover, most likely dividends are perceived simply as a bonus.</p><p><blockquote>这表明，在市场增长期间，投资者并不特别倾向于关注股息。此外，最有可能的股息被简单地视为奖金。</blockquote></p><p> But during periods of market correction, the present value of potential dividends is the minimum level below which it is difficult for the price to fall. And in this context, I think Microsoft is in a better position than Apple.</p><p><blockquote>但在市场调整期间，潜在股息的现值是价格难以下跌的最低水平。在这种背景下，我认为微软比苹果处于更好的位置。</blockquote></p><p> <b>Bottom line</b></p><p><blockquote><b>底线</b></blockquote></p><p> At the current stage of the market cycle, when the likelihood of a correction has gone beyond formal, in my opinion, investing in Microsoft is less risky compared to Apple.</p><p><blockquote>在市场周期的当前阶段，当回调的可能性已经超出形式时，在我看来，与苹果相比，投资微软的风险较小。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4455478-apple-stock-vs-microsoft-stock-who-is-inclined-to-fall-harder-in-case-of-correction\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4455478-apple-stock-vs-microsoft-stock-who-is-inclined-to-fall-harder-in-case-of-correction","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126607843","content_text":"Summary\n\nObjectively, the likelihood of a significant correction in the stock market now deserves attention.\nIn the recent past, Apple and Microsoft have responded differently to a significant decline in the stock market.\nApple and Microsoft tend to be undervalued in terms of future cash flow, and overvalued in terms of potential dividends.\nIn the event of a hypothetical correction, Microsoft's potential for falling is lower than Apple's.\n\nvicnt/iStock via Getty Images\nAs an introduction...\nSince the last major correction in the US stock market ended in March 2020, the Nasdaq index has risen nearly 170%:\nData by YCharts\nFor a year and a half, this is a very strong result, considering that the average annual total price return of the index over the past decade does not exceed 20%.This fact alone makes us estimate the likelihood of a new significant correction in the stock market higher.\nSource: VisualizedAnalytics\nIn addition, there are other factors that make us wary of the current price level of the market.\nFirst, this year there is a record inflow of liquidity to the stock market. I'm not talking about the reasons now, they are obvious. But this fact alone makes the market extremely volatile:\nSource: Bank of America\nSecond, the relative size of the US stock market has exceeded 200% of nominal GDP. In principle, this is not a fundamental limit. But it was the ultra-soft monetary policy that allowed the US stock market to reach its current record level. And most likely, in this context, a reversal is already outlined.\nSource: VisualizedAnalytics\nAnd finally the third. The macrocycle also allows us to expect the market to enter a phase of increased volatility and tightening of monetary policy:\nSource: VisualizedAnalytics\nSo, objectively, the likelihood of the next correction of the stock market at least deserves attention. And in this context, I propose to answer the question:in case of a correction, which company is inclined to fall harder - Apple (AAPL) or Microsoft (MSFT)?\nWhy Apple vs. Microsoft?\nThe decision to compare exactly these two companies was dictated by two factors.\nFirstly, these are the two largest companies in the tech sector, together accounting for more than 10% of the total capitalization of the US stock market. These companies are so large that, in principle, their dynamics alone can cause a new wave of correction:\n\nSource: VisualizedAnalytics\nSecondly, both companies pay dividends. In matters of fundamental valuation, this factor plays a significant role.\nSome Statistics\nTo begin with, let's take a look at what price dynamics both companies have shown during strong market fluctuations in the recent past.\nTo do this, I have broken the three-year span into eight periods of market movement:\nSource: TradingView, Author\nHere are the results that companies have shown in each of the periods:\nSource: Author\nAt first glance, the statistics are unambiguous:during periods of correction, the price of Microsoft tends to decrease less than that of Apple.But on the other hand, Apple has consistently performed better during periods of market growth. And in this case, the result obtained can simply be explained by the technical factors of the market behavior.\nBut in the current period of growth, both companies demonstrate approximately the same return. And therefore, here we do not find a clue to our question...\nFundamentals\nExclusively in an investment context, the price of a company's share can be viewed from two points of view.\nOn the one hand, the price reflects the present value of the company's future cash flow. On the other hand, the price is the present value of the sum of all potential dividendsthat the company will pay in the future. Let's model these prices for Apple and Microsoft. And for this I will build, respectively, the Discounted Cash Flow Model and the Dividend Discount Model.\nIn order for the models to be less subjective, I will take as a basis the average expectations of analysts regarding the revenue and EPS of the companies in the next decade.\nLet's start with Apple. Here is the calculation of the Weighted Average Cost of Capital:\nSource: Author\nNotes:\n\nIn order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.33%).\nI used the current value of the three-year beta coefficient. For a terminal year, I used Beta equal to 1.\nTo calculate the Cost of Debt, I used the interest expense for 2020 divided by the average debt in 2019 and 2018.\n\nHere is the DCF model:\nSource: Author\nThe DCF-based target price for Apple's shares is about $181 (+22%).\nIn the case of Apple, when building the Dividend Discount Model it is also necessary to take into account the fact that the company continues to actively buy back:\nData by YCharts\nContinuing the current dynamics, the model assumes that by the terminal year the number of diluted shares will be reduced to 13.5 billion.\nApple spends an average of 25% of its net income on dividends. I assume that the payout ratio will remain at this level.\nHere is the Dividend Discount Model itself:\nSource: Author\nThe DDM-based target price for Apple's shares is $69 (-54%).\nNow let's take a look at Microsoft.\nHere is the calculation of the WACC:\nSource: Author\nAnd here is the DCF model:\nSource: Author\nThe DCF-based target price for Microsoft's shares is about $353 (+18%).\nMicrosoft is also actively buying back shares:\nData by YCharts\nI proceed from the assumption that the dynamics of the last two years will continue, and by the terminal year, the number of diluted shares will be reduced to 7.2 billion.\nHere is the Dividend Discount Model:\nSource: Author\nThe DDM-based target price for Microsoft's shares is $203 (-32%).\nLet's summarize:\n\nIt is worth noting that I have already been observing similar results in the case of these companies for a long time. I mean, Apple and Microsoft tend to be undervalued in terms of future cash flow, and overvalued in terms of potential dividends.\nThis suggests that during periods of market growth, investors are not particularly inclined to pay attention to dividends. Moreover, most likely dividends are perceived simply as a bonus.\nBut during periods of market correction, the present value of potential dividends is the minimum level below which it is difficult for the price to fall. And in this context, I think Microsoft is in a better position than Apple.\nBottom line\nAt the current stage of the market cycle, when the likelihood of a correction has gone beyond formal, in my opinion, investing in Microsoft is less risky compared to Apple.","news_type":1,"symbols_score_info":{"AAPL":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":857080450,"gmtCreate":1635494842894,"gmtModify":1635494843316,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"Is cloud business is coming up","listText":"Is cloud business is coming up","text":"Is cloud business is coming up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/857080450","repostId":"1103014145","repostType":4,"repost":{"id":"1103014145","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635494639,"share":"https://www.laohu8.com/m/news/1103014145?lang=zh_CN&edition=full","pubTime":"2021-10-29 16:03","market":"us","language":"en","title":"Amazon slid more than 4% in premarket trading as it missed sales estimates for the second straight quarter<blockquote>亚马逊盘前交易下跌超过4%，连续第二个季度未达到销售预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103014145","media":"Tiger Newspress","summary":"Amazon slid more than 4% in premarket trading as itmissed sales estimates for the second straight qu","content":"<p>Amazon slid more than 4% in premarket trading as itmissed&nbsp;sales estimates for the second straight quarter.<img src=\"https://static.tigerbbs.com/1be5084c916792ce4eb7e2f73b8bfc23\" tg-width=\"771\" tg-height=\"569\" width=\"100%\" height=\"auto\">According to the financial report,itssalesinthe third quarterrose 12% to $110.8 billion, compared with $96.1 billion in the second quarter of 2020. The figure was lower than Wall Street's previous forecast of $111.81 billion in net sales, and was thought to be the result of slowing growth after the surge in online shopping.</p><p><blockquote>亚马逊在盘前交易中下跌超过4%，连续第二个季度未达到销售预期。财报显示，其第三季度销售额增长12%至1108亿美元，而2020年第二季度为961亿美元。该数字低于华尔街此前预测的1118.1亿美元净销售额，被认为是网购激增后增长放缓的结果。</blockquote></p><p> Its&nbsp;Net profit was US $3.2 billion, down 50.2% from US $6.3 billion in the same period last year.</p><p><blockquote>其净利润为32亿美元，较上年同期的63亿美元下滑50.2%。</blockquote></p><p> Among them, product sales were US $54.88 billion, up 4% year-on-year, and service sales were US $55.93 billion, up 29% year-on-year.</p><p><blockquote>其中，产品销售额548.8亿美元，同比增长4%，服务销售额559.3亿美元，同比增长29%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon slid more than 4% in premarket trading as it missed sales estimates for the second straight quarter<blockquote>亚马逊盘前交易下跌超过4%，连续第二个季度未达到销售预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon slid more than 4% in premarket trading as it missed sales estimates for the second straight quarter<blockquote>亚马逊盘前交易下跌超过4%，连续第二个季度未达到销售预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-29 16:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Amazon slid more than 4% in premarket trading as itmissed&nbsp;sales estimates for the second straight quarter.<img src=\"https://static.tigerbbs.com/1be5084c916792ce4eb7e2f73b8bfc23\" tg-width=\"771\" tg-height=\"569\" width=\"100%\" height=\"auto\">According to the financial report,itssalesinthe third quarterrose 12% to $110.8 billion, compared with $96.1 billion in the second quarter of 2020. The figure was lower than Wall Street's previous forecast of $111.81 billion in net sales, and was thought to be the result of slowing growth after the surge in online shopping.</p><p><blockquote>亚马逊在盘前交易中下跌超过4%，连续第二个季度未达到销售预期。财报显示，其第三季度销售额增长12%至1108亿美元，而2020年第二季度为961亿美元。该数字低于华尔街此前预测的1118.1亿美元净销售额，被认为是网购激增后增长放缓的结果。</blockquote></p><p> Its&nbsp;Net profit was US $3.2 billion, down 50.2% from US $6.3 billion in the same period last year.</p><p><blockquote>其净利润为32亿美元，较上年同期的63亿美元下滑50.2%。</blockquote></p><p> Among them, product sales were US $54.88 billion, up 4% year-on-year, and service sales were US $55.93 billion, up 29% year-on-year.</p><p><blockquote>其中，产品销售额548.8亿美元，同比增长4%，服务销售额559.3亿美元，同比增长29%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103014145","content_text":"Amazon slid more than 4% in premarket trading as itmissed sales estimates for the second straight quarter.According to the financial report,itssalesinthe third quarterrose 12% to $110.8 billion, compared with $96.1 billion in the second quarter of 2020. The figure was lower than Wall Street's previous forecast of $111.81 billion in net sales, and was thought to be the result of slowing growth after the surge in online shopping.\nIts Net profit was US $3.2 billion, down 50.2% from US $6.3 billion in the same period last year.\nAmong them, product sales were US $54.88 billion, up 4% year-on-year, and service sales were US $55.93 billion, up 29% year-on-year.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822633011,"gmtCreate":1634123751448,"gmtModify":1634123751590,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"Won't affect&nbsp;","listText":"Won't affect&nbsp;","text":"Won't affect","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/822633011","repostId":"1182958686","repostType":4,"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867153697,"gmtCreate":1633229140536,"gmtModify":1633229140916,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"Uptrend","listText":"Uptrend","text":"Uptrend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/867153697","repostId":"2172964582","repostType":4,"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867038736,"gmtCreate":1633161950477,"gmtModify":1633161950780,"author":{"id":"4091088321144510","authorId":"4091088321144510","name":"JunHaoT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091088321144510","authorIdStr":"4091088321144510"},"themes":[],"htmlText":"Buy the vampire&nbsp;","listText":"Buy the vampire&nbsp;","text":"Buy the vampire","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/867038736","repostId":"2172961873","repostType":4,"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}