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BigStonks101

BigStonks101

Learning as I go

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2021-12-20

INCREASE PLEASE.. I NEED TO REACH MY BREAKEVEN POINT

Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在值得买入吗？</blockquote>

2021-12-20

ALL IN PALANTIR

抱歉，原内容已删除

2021-12-11

Yet the price keeps dropping. Doesnt make sense eh?

3 Things About Sea Limited That Smart Investors Know<blockquote>聪明的投资者知道的关于Sea Limited的3件事</blockquote>

2021-12-09

Lucid all the way

BofA Explains Neutral Rating for Tesla, Buy for Rivian, Lucid<blockquote>美国银行解释对特斯拉的中性评级，对Rivian和Lucid的买入评级</blockquote>

2021-12-06

Ok

Will Apple Stock Fly or Fall in 2022?<blockquote>2022年苹果股票会飞还是跌？</blockquote>

2021-12-03

$Grab Holdings(GRAB)$My Lord, what shall we do?

2021-12-02

$Sono Group N.V.(SEV)$Just when you thought you bought it at the lowest, it goes even lower lmao

2021-11-30

$Sono Group N.V.(SEV)$Diamond hands + Environmentalist = HODL.

2021-11-29

$Sono Group N.V.(SEV)$Are my eyes playing tricks or is the stock finally green?

2021-11-26

$Sono Group N.V.(SEV)$What a ride guys. From $55 to $17 wow wow wow

2021-11-25

$Sono Group N.V.(SEV)$Every day red lmao

2021-11-24

Ok

XPeng shares rose nearly 12% in early trading<blockquote>小鹏汽车股价早盘涨近12%</blockquote>

2021-11-22

$Alibaba(BABA)$Downward trend, but should I buy in?

2021-11-20

$Sono Group N.V.(SEV)$Guys, listen. This is my weekly quote of HKD Razer. When Ifirst bought in at 1.96, it dipped and dipped until 1.59 and never rose for a single day. Sure, I had a ton of curse words and negative emotions, thinking that its a stock i shouldnt have bought. Then i remembered that I bought the stock because i love the brand and what they do. Same goes for SEV. If you love their market proposition, and believe in what they do, just hold it.After holding Razer for so long, it finally flipped and now stands at 2.83 (44%?). And I believe SEV will rise too. I

2021-11-19

$Sono Group N.V.(SEV)$Dont worry guys and girls, just average down your costs. We all win and lose in trades.

2021-11-19

$Sono Group N.V.(SEV)$Gg i bought at 40 when market open. Fml

2021-11-16

Is grab under Altimeter Growth $AGC?

抱歉，原内容已删除

2021-11-16

Knew it.. found it kinda sus how it went from 200 to 300 in 2 weeks. Or maybe thats the salt in me talking, cause I wanted to buy at $195 when it was there but didnt have the extra cash

抱歉，原内容已删除

2021-11-13

But stock price halved

Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示其研发实力雄厚。这对该股来说是一个好兆头。</blockquote>

2021-11-09

Good

AMC Weighs Own Cryptocurrency in Nod to Meme Investors<blockquote>AMC权衡自己的加密货币以向Meme投资者致敬</blockquote>

去老虎APP查看更多动态

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I NEED TO REACH MY BREAKEVEN POINT","listText":"INCREASE PLEASE.. I NEED TO REACH MY BREAKEVEN POINT","text":"INCREASE PLEASE.. I NEED TO REACH MY BREAKEVEN POINT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693348832","repostId":"1109541249","repostType":4,"repost":{"id":"1109541249","kind":"news","pubTimestamp":1639972523,"share":"https://www.laohu8.com/m/news/1109541249?lang=zh_CN&edition=full","pubTime":"2021-12-20 11:55","market":"us","language":"en","title":"Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在值得买入吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109541249","media":"Seeking Alpha","summary":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the mar","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li>  <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li>  <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于成长型股票在市场上大量抛售，Sea Limited的股票最近遭受重创。</li><li>然而，我们认为其快速增长的基本论点仍然强劲。</li><li>我们讨论了为什么投资者应该利用其最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE)&nbsp;stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited（纽约证券交易所股票代码：SE）股票是我们最有信心的成长型股票之一，但在上个月遭受了严重打击。自10月份创下历史新高(ATH)以来，其价格已大幅下跌43%。关于该股下跌的原因有很多。我们敦促投资者不要对他们解读太多。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行，该股在2021年表现出色。因此，随着恐惧袭击成长型股票，这种程度的获利了结并不令人意外。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外，近期全市场成长股的大幅回调也重创了SE股。但是，我们并不担心。短期内，大幅波动始终是影响SE等成长型股票表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是，我们观察到，自第三季度成绩单以来，SE股票的共识目标价已向上修正。此外，其目标价与当前股价之间的差距已大于4月/5月上次大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部DCF估值模型也指向一只目前被严重低估的股票。由于市场的短视，自4月/5月以来，我们又迎来了一个绝佳的机会，再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论了为什么我们认为投资者不应该错过这个增加对优秀成长型股票投资的绝佳机会。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现（截至21年12月17日）。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于近期大幅调整，SE股票年初至今的回报率已降至6.9%，表现逊于大盘。值得注意的是，10月/11月初，其年初至今涨幅高达80%。尽管如此，该股的表现仍然优于电子零售商和游戏同行，如上所示。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>海洋库存估计不断上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修正后的收入平均共识估计。数据来源：S&amp;P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到，该公司对2021-23财年的收入共识预期在过去五个月中一直在上调。这些修正为公司未来两年的强劲增长前景增添了信心。值得注意的是，Sea Limited的收入预计将通过2023财年以42.8%的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article&nbsp;that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>人们对其第三季度成绩单中Garena游戏部门的增长率感到担忧。我们在上一篇文章中还解释说，Sea Limited已经明确解释说，投资者应该预计Garena的增长在经历了两年的辉煌之后将正常化。然而，其变现能力继续令人眼花缭乱。因此，我们相信Garena能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the&nbsp;top ten mobile games in terms of overall gaming revenue&nbsp;in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among&nbsp;eight games globally whose annual revenue crossed $1B&nbsp;as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外，Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲性能。继续位列11月整体游戏收入排名前十的手游。此外，它在App Store和Google Play的总下载量中也排名第二。值得注意的是，截至12月14日，它也是全球年收入超过10亿美元的八款游戏之一。因此，我们认为关于Free Fire的“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源：谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外，全球游戏市场在去年大幅增长23%至$177.8 B后，预计将小幅下降至$175.8 B。然而，尽管全球市场下滑，但鉴于Garena在21财年仍取得了令人印象深刻的增长，我们相信它验证了其商业模式和前景。值得注意的是，游戏市场预计将扭转未来的颓势。因此，在全球游戏市场复苏的支持下，Garena在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee调整了每个订单的EBITDA。数据来源：公司备案</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是，一些投资者可能被Shopee（Sea Limited的电子商务部门）向新地理市场的持续扩张吓坏了。值得注意的是，Shopee继续报告每个订单调整后的EBITDA损失，如上所示。因此，一些投资者可能会担心该公司的盘子是否太大而无法处理。在过去的三个月里，该公司进入了印度、法国、西班牙和波兰等新市场。除此之外，它还在拉丁美洲，尤其是巴西与MercadoLibre(MELI)展开了战斗。因此，人们担心Sea Limited能否在亏损的同时继续在这些市场娴熟地执行任务。我们认为这种担忧是有道理的。然而，Sea Limited在渗透现有企业拥有强大领导力的最重要市场方面表现出了巨大的能力。其中包括东南亚的Lazada（BABA）、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是，它利用了“后来者”的优势，试图与现有企业竞争。值得注意的是，Sea Limited并不反对竞争。它在与现有企业的竞争中蓬勃发展，并使这些地理区域的电子商务空间更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修订后的调整后每股收益均值共识估计。数据来源：S&amp;P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而，由于其电子商务的扩张，盈利之路可能会进一步延伸。读者可以快速浏览上图，其中2023财年在过去五个月中下调了调整后的每股收益预期。然而，我们认为，如果您是至少有五年投资期限的长期投资者，则无需担心。Sea Limited的早期投资者可以敏锐地回忆起该公司每订单调整后EBITDA的巨大损失，如上图所示。Shopee在过去五年中规模巨大，并进一步提高了其运营杠杆。但是，值得注意的是，扩大规模需要时间。因此，预计新地理市场将出现较早亏损。但是，管理层在过去三年中展示了其执行能力。考虑到过去几年调整后EBITDA亏损大幅减少，我们认为Shopee比以前更有能力应对扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么，SE股票现在值得买入吗？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE股票的EV/NTM收入为8.3倍。因此，它已将其恢复到4年NTM收入倍数平均值8.6倍。我们相信现在有一个绝佳的机会，因为市场无疑反应过度了。正如清楚表明的那样，SE仍有望在未来产生巨大的收入增长，尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到2023财年的收入预期，SE股票的交易价格仅为2023财年收入的5.8倍。没有人能够准确预测该股未来几个月的走势。但是，我们认为这现在代表着一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股价目标与实际价格趋势。资料来源：寻求阿尔法</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外，读者可以观察到，SE股票405.87美元的共识目标价(PT)与其当前价格之间的估值差距从未如此显着。这甚至比4月/5月的上一次大幅调整更加明显。值得注意的是，尽管存在所谓的“博弈阻力”，但共识价格目标仍被上调。而且，如果您查看价格图表，您会发现SE股价随着时间的推移非常一致地遵循修订后的PT趋势。因此，当前价格可能是您在很长一段时间内观察到的最显着的折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&amp;P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源：S&amp;P Capital IQ，公司文件，作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的DCF模型还显示，SE股票目前被严重低估，隐含公允价值为371.46美元。我们在模型中也使用了合理的估计。此外，我们相信，随着SE在新市场的扩大规模，它将继续获得巨大的运营杠杆。我们估计，到2025财年，其调整后EBITDA利润率可能达到15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后，该股还在测试关键支撑位，该支撑位自2021年初以来有力支撑了该股的上涨。因此，有足够的理由相信，目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此，<i>我们将SE股票评级修改为强力买入</i>.</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 Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在值得买入吗？</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 Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在值得买入吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-20 11:55</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>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li>  <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li>  <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于成长型股票在市场上大量抛售，Sea Limited的股票最近遭受重创。</li><li>然而，我们认为其快速增长的基本论点仍然强劲。</li><li>我们讨论了为什么投资者应该利用其最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE)&nbsp;stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited（纽约证券交易所股票代码：SE）股票是我们最有信心的成长型股票之一，但在上个月遭受了严重打击。自10月份创下历史新高(ATH)以来，其价格已大幅下跌43%。关于该股下跌的原因有很多。我们敦促投资者不要对他们解读太多。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行，该股在2021年表现出色。因此，随着恐惧袭击成长型股票，这种程度的获利了结并不令人意外。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外，近期全市场成长股的大幅回调也重创了SE股。但是，我们并不担心。短期内，大幅波动始终是影响SE等成长型股票表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是，我们观察到，自第三季度成绩单以来，SE股票的共识目标价已向上修正。此外，其目标价与当前股价之间的差距已大于4月/5月上次大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部DCF估值模型也指向一只目前被严重低估的股票。由于市场的短视，自4月/5月以来，我们又迎来了一个绝佳的机会，再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论了为什么我们认为投资者不应该错过这个增加对优秀成长型股票投资的绝佳机会。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现（截至21年12月17日）。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于近期大幅调整，SE股票年初至今的回报率已降至6.9%，表现逊于大盘。值得注意的是，10月/11月初，其年初至今涨幅高达80%。尽管如此，该股的表现仍然优于电子零售商和游戏同行，如上所示。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>海洋库存估计不断上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修正后的收入平均共识估计。数据来源：S&amp;P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到，该公司对2021-23财年的收入共识预期在过去五个月中一直在上调。这些修正为公司未来两年的强劲增长前景增添了信心。值得注意的是，Sea Limited的收入预计将通过2023财年以42.8%的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article&nbsp;that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>人们对其第三季度成绩单中Garena游戏部门的增长率感到担忧。我们在上一篇文章中还解释说，Sea Limited已经明确解释说，投资者应该预计Garena的增长在经历了两年的辉煌之后将正常化。然而，其变现能力继续令人眼花缭乱。因此，我们相信Garena能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the&nbsp;top ten mobile games in terms of overall gaming revenue&nbsp;in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among&nbsp;eight games globally whose annual revenue crossed $1B&nbsp;as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外，Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲性能。继续位列11月整体游戏收入排名前十的手游。此外，它在App Store和Google Play的总下载量中也排名第二。值得注意的是，截至12月14日，它也是全球年收入超过10亿美元的八款游戏之一。因此，我们认为关于Free Fire的“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源：谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外，全球游戏市场在去年大幅增长23%至$177.8 B后，预计将小幅下降至$175.8 B。然而，尽管全球市场下滑，但鉴于Garena在21财年仍取得了令人印象深刻的增长，我们相信它验证了其商业模式和前景。值得注意的是，游戏市场预计将扭转未来的颓势。因此，在全球游戏市场复苏的支持下，Garena在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee调整了每个订单的EBITDA。数据来源：公司备案</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是，一些投资者可能被Shopee（Sea Limited的电子商务部门）向新地理市场的持续扩张吓坏了。值得注意的是，Shopee继续报告每个订单调整后的EBITDA损失，如上所示。因此，一些投资者可能会担心该公司的盘子是否太大而无法处理。在过去的三个月里，该公司进入了印度、法国、西班牙和波兰等新市场。除此之外，它还在拉丁美洲，尤其是巴西与MercadoLibre(MELI)展开了战斗。因此，人们担心Sea Limited能否在亏损的同时继续在这些市场娴熟地执行任务。我们认为这种担忧是有道理的。然而，Sea Limited在渗透现有企业拥有强大领导力的最重要市场方面表现出了巨大的能力。其中包括东南亚的Lazada（BABA）、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是，它利用了“后来者”的优势，试图与现有企业竞争。值得注意的是，Sea Limited并不反对竞争。它在与现有企业的竞争中蓬勃发展，并使这些地理区域的电子商务空间更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修订后的调整后每股收益均值共识估计。数据来源：S&amp;P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而，由于其电子商务的扩张，盈利之路可能会进一步延伸。读者可以快速浏览上图，其中2023财年在过去五个月中下调了调整后的每股收益预期。然而，我们认为，如果您是至少有五年投资期限的长期投资者，则无需担心。Sea Limited的早期投资者可以敏锐地回忆起该公司每订单调整后EBITDA的巨大损失，如上图所示。Shopee在过去五年中规模巨大，并进一步提高了其运营杠杆。但是，值得注意的是，扩大规模需要时间。因此，预计新地理市场将出现较早亏损。但是，管理层在过去三年中展示了其执行能力。考虑到过去几年调整后EBITDA亏损大幅减少，我们认为Shopee比以前更有能力应对扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么，SE股票现在值得买入吗？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE股票的EV/NTM收入为8.3倍。因此，它已将其恢复到4年NTM收入倍数平均值8.6倍。我们相信现在有一个绝佳的机会，因为市场无疑反应过度了。正如清楚表明的那样，SE仍有望在未来产生巨大的收入增长，尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到2023财年的收入预期，SE股票的交易价格仅为2023财年收入的5.8倍。没有人能够准确预测该股未来几个月的走势。但是，我们认为这现在代表着一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股价目标与实际价格趋势。资料来源：寻求阿尔法</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外，读者可以观察到，SE股票405.87美元的共识目标价(PT)与其当前价格之间的估值差距从未如此显着。这甚至比4月/5月的上一次大幅调整更加明显。值得注意的是，尽管存在所谓的“博弈阻力”，但共识价格目标仍被上调。而且，如果您查看价格图表，您会发现SE股价随着时间的推移非常一致地遵循修订后的PT趋势。因此，当前价格可能是您在很长一段时间内观察到的最显着的折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&amp;P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源：S&amp;P Capital IQ，公司文件，作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的DCF模型还显示，SE股票目前被严重低估，隐含公允价值为371.46美元。我们在模型中也使用了合理的估计。此外，我们相信，随着SE在新市场的扩大规模，它将继续获得巨大的运营杠杆。我们估计，到2025财年，其调整后EBITDA利润率可能达到15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后，该股还在测试关键支撑位，该支撑位自2021年初以来有力支撑了该股的上涨。因此，有足够的理由相信，目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此，<i>我们将SE股票评级修改为强力买入</i>.</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy\">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":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109541249","content_text":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the market.\nHowever, we believe that the fundamental thesis on its rapid growth remains robust.\nWe discuss why investors should capitalize on its recent significant correction to add exposure.\n\nkokkai/iStock Unreleased via Getty Images\nInvestment Thesis\nSea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.\nMoreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.\nNotably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.\nOur internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.\nWe discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.\nSE Stock YTD Performance\nSE stock YTD performance (as of 17 December'21).\nAs a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.\nSea Stock Estimates Have Consistently Been Revised Upwards\nSea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nReaders can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.\nThere were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.\nMoreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.\nGlobal games market forecast. Source: Google, Newzoo\nIn addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.\nShopee adjusted EBITDA per order. Data source: Company filings\nBut, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.\nSea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nNevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.\nSo, is SE Stock a Buy Now?\nSE stock EV/NTM Revenue 4Y mean.\nSE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.\nConsidering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.\nSE stock price target Vs. actual price trend. Source: Seeking Alpha\nMoreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.\nSE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author\nOur DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.\nLastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.\nConsequently,we revise our rating on SE stock to Strong Buy.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":2764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693341576,"gmtCreate":1639976367868,"gmtModify":1639976368234,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"ALL IN PALANTIR","listText":"ALL IN PALANTIR","text":"ALL IN PALANTIR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693341576","repostId":"2192989909","repostType":4,"isVote":1,"tweetType":1,"viewCount":2566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605687810,"gmtCreate":1639152590554,"gmtModify":1639155879163,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"Yet the price keeps dropping. Doesnt make sense eh?","listText":"Yet the price keeps dropping. Doesnt make sense eh?","text":"Yet the price keeps dropping. Doesnt make sense eh?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605687810","repostId":"1195107888","repostType":2,"repost":{"id":"1195107888","kind":"news","pubTimestamp":1639113421,"share":"https://www.laohu8.com/m/news/1195107888?lang=zh_CN&edition=full","pubTime":"2021-12-10 13:17","market":"us","language":"en","title":"3 Things About Sea Limited That Smart Investors Know<blockquote>聪明的投资者知道的关于Sea Limited的3件事</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195107888","media":"Motley Fool","summary":"Most investors likely know three things about Sea Limited(NYSE:SE): that it owns Shopee, the top e-c","content":"<p>Most investors likely know three things about&nbsp;<b>Sea Limited</b>(NYSE:SE): that it owns Shopee, the top e-commerce player in Southeast Asia and Taiwan; that it owns the mobile game publisher Garena; and that it is deeply unprofitable.</p><p><blockquote>大多数投资者可能知道以下三件事<b>海有限公司</b>（纽约证券交易所代码：SE）：拥有东南亚和台湾顶级电子商务公司Shopee；它拥有手机游戏发行商Garena；而且它是无利可图的。</blockquote></p><p> But this tech company is actually fairly complex, and to better understand its sprawling business, it's worth examining three finer points about it that garner a lot less attention: its dependence on&nbsp;<i>Free Fire;</i>&nbsp;its expansion plans in Latin America; and the growth of its fintech ecosystem.</p><p><blockquote>但这家科技公司实际上相当复杂，为了更好地了解其庞大的业务，有必要研究一下它的三个较少受到关注的细节：它对<i>自由射击；</i>其在拉丁美洲的扩张计划；及其金融科技生态系统的增长。</blockquote></p><p> 1.<i>Free Fire</i>&nbsp;is the wind in Sea's sails</p><p><blockquote>1.<i>自由射击</i>风是大海的帆吗</blockquote></p><p> Four years ago, Garena launched&nbsp;<i>Free Fire</i>, its first self-developed mobile game. The battle royale title, which was optimized for lower-end devices, quickly became one of the most popular mobile games in Southeast Asia and Latin America, and was the most-downloaded mobile game in the world in both 2019 and 2020, according to App Annie.</p><p><blockquote>四年前，Garena推出了<i>自由射击</i>，旗下首款自研手游。根据App Annie的数据，针对低端设备进行了优化的《皇家战役》很快成为东南亚和拉丁美洲最受欢迎的手机游戏之一，并且是2019年和2020年全球下载量最大的手机游戏。</blockquote></p><p> <i>Free Fire's</i>success significantly boosted Garena's margins, since it wasn't a licensed game like the publisher's earlier titles. As a result, Sea's digital entertainment segment (which houses Garena) started to generate even stronger adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) growth -- a sharp contrast to the company's e-commerce segment, which has been growing more unprofitable.<img src=\"https://static.tigerbbs.com/62a40cb0cfc26f2711593eeadadb17b1\" tg-width=\"794\" tg-height=\"200\" width=\"100%\" height=\"auto\">Therefore, Sea clearly needs&nbsp;<i>Free Fire</i>&nbsp;to keep generating that higher-margin revenue to subsidize the expansion of the Shopee e-commerce platform. That's a hefty burden to place on a 4-year-old mobile game.</p><p><blockquote><i>自由射击的</i>成功显着提高了Garena的利润，因为它不像发行商早期的游戏那样是授权游戏。因此，Sea的数字娱乐部门（Garena所在）开始产生更强劲的调整后息税折旧摊销前利润(EBITDA)增长——这与该公司的电子商务部门形成鲜明对比，后者一直在增长更无利可图。因此，Sea显然需要<i>自由射击</i>继续产生更高利润的收入来补贴Shopee电子商务平台的扩张。对于一款已经有4年历史的手机游戏来说，这是一个沉重的负担。</blockquote></p><p> Looking ahead, Garena's top priorities will be to maintain&nbsp;<i>Free Fire's</i>momentum, expand the franchise with new versions (like<i>Free Fire MAX</i>for higher-end devices), and launch more self-developed titles. Failing to achieve any of those goals could cause Sea's adjusted EBITDA to plummet.</p><p><blockquote>展望未来，Garena的首要任务将是维护<i>自由射击的</i>势，用新版本扩大专营权（如<i>自由射击最大值</i>面向更高端设备），并推出更多自研游戏。未能实现这些目标中的任何一个都可能导致Sea调整后的EBITDA暴跌。</blockquote></p><p> 2. Shopee is gaining ground fast in Latin America</p><p><blockquote>2.Shopee在拉丁美洲迅速取得进展</blockquote></p><p> When Shopee expanded into Brazil two years ago, skeptics predicted that it would be crushed by&nbsp;<b>MercadoLibre</b>(NASDAQ:MELI), the&nbsp;800-pound gorilla&nbsp;of Latin American e-commerce. However, Shopee launched aggressive marketing campaigns, offered steep discounts, and expanded into other Latin American markets.</p><p><blockquote>当Shopee两年前扩展到巴西时，怀疑者预测它将被<b>自由市场</b>（纳斯达克：MELI），拉丁美洲电子商务的800磅大猩猩。然而，Shopee发起了积极的营销活动，提供大幅折扣，并扩展到其他拉丁美洲市场。</blockquote></p><p> As a result, Shopee actually overtook MercadoLibre as the most-downloaded shopping app in Latin America earlier this year. By the end of August, Shopee's monthly active users (MAUs) in Latin America had risen 136% year over year to more than 30 million, according to Apptopia. MercadoLibre ended last quarter with 78.7 million unique active users.</p><p><blockquote>因此，Shopee实际上在今年早些时候超过了MercadoLibre，成为拉丁美洲下载量最大的购物应用程序。根据Apptopia的数据，截至8月底，Shopee在拉丁美洲的月活跃用户(MAU)同比增长136%，达到超过3000万。MercadoLibre上季度末拥有7870万独立活跃用户。</blockquote></p><p> Sea doesn't break out its Latin American results yet, but it's likely still racking up big losses as it expands through MercadoLibre's backyard. Last quarter, Sea said Shopee's adjusted EBITDA loss of $0.41 per order remained unchanged sequentially and year over year across all of its markets -- but narrowed by both metrics in its core Southeast Asia and Taiwan market.</p><p><blockquote>Sea尚未公布其拉丁美洲业绩，但随着其通过MercadoLibre后院扩张，它可能仍会遭受巨额亏损。Sea表示，上个季度，Shopee所有市场的调整后EBITDA亏损为每笔订单0.41美元，环比和同比均保持不变，但在其核心东南亚和台湾市场的这两项指标均有所收窄。</blockquote></p><p> In other words, Sea needs to continue narrowing Shopee's losses in Southeast Asia and Taiwan -- all while maintaining&nbsp;<i>Free Fire's</i>growth -- to stabilize its adjusted EBITDA as it expands its massive ecosystem.</p><p><blockquote>换句话说，Sea需要继续缩小Shopee在东南亚和台湾的亏损——同时保持<i>自由射击的</i>增长——在扩大庞大生态系统的同时稳定调整后的EBITDA。</blockquote></p><p> 3. Sea Limited is evolving into a digital bank</p><p><blockquote>3.Sea Limited正在向数字银行发展</blockquote></p><p> Shopee isn't Sea's only unprofitable business. Its digital financial services segment, which houses the Sea&nbsp;Money payments platform and other fintech units, is losing money too. This business was also granted a full digital banking license in Singapore last December.</p><p><blockquote>Shopee并不是Sea唯一不盈利的业务。其数字金融服务部门（包括Sea Money支付平台和其他金融科技部门）也在亏损。这项业务也于去年12月在新加坡获得了完整的数字银行牌照。</blockquote></p><p> Sea launched the digital financial services segment in the fourth quarter of 2019, and both the total payment volume and the number of quarterly paying users on its mobile wallet app have skyrocketed in the two years since. Unfortunately, its losses are also widening:<img src=\"https://static.tigerbbs.com/40d393bcaa2441a53a52b8f0e431b310\" tg-width=\"791\" tg-height=\"241\" width=\"100%\" height=\"auto\">Once again, this highlights Sea's overwhelming dependence on&nbsp;<i>Free Fire</i>&nbsp;to do the heavy lifting and support its other, unprofitable businesses.</p><p><blockquote>Sea于2019年第四季度推出了数字金融服务部门，其移动钱包应用程序的总支付量和季度付费用户数量在此后的两年里都实现了飙升。遗憾的是，其亏损也在扩大：这再次凸显了Sea对<i>自由射击</i>承担繁重的工作并支持其他无利可图的业务。</blockquote></p><p> A wobbly (but promising) business model</p><p><blockquote>不稳定（但充满希望）的商业模式</blockquote></p><p> These three points show us just how unusual Sea's business model is: It's an e-commerce and fintech giant that (for now) relies on the profits from a single mobile game to offset the staggering losses of its other high-growth businesses.</p><p><blockquote>这三点向我们展示了Sea的商业模式是多么不寻常：它是一家电子商务和金融科技巨头，（目前）依靠单款手机游戏的利润来抵消其他高增长业务的惊人亏损。</blockquote></p><p> On the bright side, Sea also raised about $6 billion in fresh capital earlier this year with a big secondary stock and convertible debt offering -- and it ended&nbsp;the third quarter&nbsp;with $11.1 billion in cash and equivalents on the books. Therefore, Sea can afford to keep bleeding red ink for the foreseeable future.</p><p><blockquote>好的一面是，Sea今年早些时候还通过大规模发行二级股票和可转换债券筹集了约60亿美元的新资本，截至第三季度末，账面上的现金和等价物为111亿美元。因此，在可预见的未来，Sea有能力继续亏损。</blockquote></p><p></p><p> I believe Sea still has plenty of growth potential, but it will remain a very volatile stock. Potential investors should be well aware of these risks before betting that the stock will generate multibagger gains.</p><p><blockquote>我相信Sea仍然有很大的增长潜力，但它仍将是一只波动很大的股票。潜在投资者在押注该股票将产生多重收益之前应该充分了解这些风险。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Things About Sea Limited That Smart Investors Know<blockquote>聪明的投资者知道的关于Sea Limited的3件事</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Things About Sea Limited That Smart Investors Know<blockquote>聪明的投资者知道的关于Sea Limited的3件事</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-10 13:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Most investors likely know three things about&nbsp;<b>Sea Limited</b>(NYSE:SE): that it owns Shopee, the top e-commerce player in Southeast Asia and Taiwan; that it owns the mobile game publisher Garena; and that it is deeply unprofitable.</p><p><blockquote>大多数投资者可能知道以下三件事<b>海有限公司</b>（纽约证券交易所代码：SE）：拥有东南亚和台湾顶级电子商务公司Shopee；它拥有手机游戏发行商Garena；而且它是无利可图的。</blockquote></p><p> But this tech company is actually fairly complex, and to better understand its sprawling business, it's worth examining three finer points about it that garner a lot less attention: its dependence on&nbsp;<i>Free Fire;</i>&nbsp;its expansion plans in Latin America; and the growth of its fintech ecosystem.</p><p><blockquote>但这家科技公司实际上相当复杂，为了更好地了解其庞大的业务，有必要研究一下它的三个较少受到关注的细节：它对<i>自由射击；</i>其在拉丁美洲的扩张计划；及其金融科技生态系统的增长。</blockquote></p><p> 1.<i>Free Fire</i>&nbsp;is the wind in Sea's sails</p><p><blockquote>1.<i>自由射击</i>风是大海的帆吗</blockquote></p><p> Four years ago, Garena launched&nbsp;<i>Free Fire</i>, its first self-developed mobile game. The battle royale title, which was optimized for lower-end devices, quickly became one of the most popular mobile games in Southeast Asia and Latin America, and was the most-downloaded mobile game in the world in both 2019 and 2020, according to App Annie.</p><p><blockquote>四年前，Garena推出了<i>自由射击</i>，旗下首款自研手游。根据App Annie的数据，针对低端设备进行了优化的《皇家战役》很快成为东南亚和拉丁美洲最受欢迎的手机游戏之一，并且是2019年和2020年全球下载量最大的手机游戏。</blockquote></p><p> <i>Free Fire's</i>success significantly boosted Garena's margins, since it wasn't a licensed game like the publisher's earlier titles. As a result, Sea's digital entertainment segment (which houses Garena) started to generate even stronger adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) growth -- a sharp contrast to the company's e-commerce segment, which has been growing more unprofitable.<img src=\"https://static.tigerbbs.com/62a40cb0cfc26f2711593eeadadb17b1\" tg-width=\"794\" tg-height=\"200\" width=\"100%\" height=\"auto\">Therefore, Sea clearly needs&nbsp;<i>Free Fire</i>&nbsp;to keep generating that higher-margin revenue to subsidize the expansion of the Shopee e-commerce platform. That's a hefty burden to place on a 4-year-old mobile game.</p><p><blockquote><i>自由射击的</i>成功显着提高了Garena的利润，因为它不像发行商早期的游戏那样是授权游戏。因此，Sea的数字娱乐部门（Garena所在）开始产生更强劲的调整后息税折旧摊销前利润(EBITDA)增长——这与该公司的电子商务部门形成鲜明对比，后者一直在增长更无利可图。因此，Sea显然需要<i>自由射击</i>继续产生更高利润的收入来补贴Shopee电子商务平台的扩张。对于一款已经有4年历史的手机游戏来说，这是一个沉重的负担。</blockquote></p><p> Looking ahead, Garena's top priorities will be to maintain&nbsp;<i>Free Fire's</i>momentum, expand the franchise with new versions (like<i>Free Fire MAX</i>for higher-end devices), and launch more self-developed titles. Failing to achieve any of those goals could cause Sea's adjusted EBITDA to plummet.</p><p><blockquote>展望未来，Garena的首要任务将是维护<i>自由射击的</i>势，用新版本扩大专营权（如<i>自由射击最大值</i>面向更高端设备），并推出更多自研游戏。未能实现这些目标中的任何一个都可能导致Sea调整后的EBITDA暴跌。</blockquote></p><p> 2. Shopee is gaining ground fast in Latin America</p><p><blockquote>2.Shopee在拉丁美洲迅速取得进展</blockquote></p><p> When Shopee expanded into Brazil two years ago, skeptics predicted that it would be crushed by&nbsp;<b>MercadoLibre</b>(NASDAQ:MELI), the&nbsp;800-pound gorilla&nbsp;of Latin American e-commerce. However, Shopee launched aggressive marketing campaigns, offered steep discounts, and expanded into other Latin American markets.</p><p><blockquote>当Shopee两年前扩展到巴西时，怀疑者预测它将被<b>自由市场</b>（纳斯达克：MELI），拉丁美洲电子商务的800磅大猩猩。然而，Shopee发起了积极的营销活动，提供大幅折扣，并扩展到其他拉丁美洲市场。</blockquote></p><p> As a result, Shopee actually overtook MercadoLibre as the most-downloaded shopping app in Latin America earlier this year. By the end of August, Shopee's monthly active users (MAUs) in Latin America had risen 136% year over year to more than 30 million, according to Apptopia. MercadoLibre ended last quarter with 78.7 million unique active users.</p><p><blockquote>因此，Shopee实际上在今年早些时候超过了MercadoLibre，成为拉丁美洲下载量最大的购物应用程序。根据Apptopia的数据，截至8月底，Shopee在拉丁美洲的月活跃用户(MAU)同比增长136%，达到超过3000万。MercadoLibre上季度末拥有7870万独立活跃用户。</blockquote></p><p> Sea doesn't break out its Latin American results yet, but it's likely still racking up big losses as it expands through MercadoLibre's backyard. Last quarter, Sea said Shopee's adjusted EBITDA loss of $0.41 per order remained unchanged sequentially and year over year across all of its markets -- but narrowed by both metrics in its core Southeast Asia and Taiwan market.</p><p><blockquote>Sea尚未公布其拉丁美洲业绩，但随着其通过MercadoLibre后院扩张，它可能仍会遭受巨额亏损。Sea表示，上个季度，Shopee所有市场的调整后EBITDA亏损为每笔订单0.41美元，环比和同比均保持不变，但在其核心东南亚和台湾市场的这两项指标均有所收窄。</blockquote></p><p> In other words, Sea needs to continue narrowing Shopee's losses in Southeast Asia and Taiwan -- all while maintaining&nbsp;<i>Free Fire's</i>growth -- to stabilize its adjusted EBITDA as it expands its massive ecosystem.</p><p><blockquote>换句话说，Sea需要继续缩小Shopee在东南亚和台湾的亏损——同时保持<i>自由射击的</i>增长——在扩大庞大生态系统的同时稳定调整后的EBITDA。</blockquote></p><p> 3. Sea Limited is evolving into a digital bank</p><p><blockquote>3.Sea Limited正在向数字银行发展</blockquote></p><p> Shopee isn't Sea's only unprofitable business. Its digital financial services segment, which houses the Sea&nbsp;Money payments platform and other fintech units, is losing money too. This business was also granted a full digital banking license in Singapore last December.</p><p><blockquote>Shopee并不是Sea唯一不盈利的业务。其数字金融服务部门（包括Sea Money支付平台和其他金融科技部门）也在亏损。这项业务也于去年12月在新加坡获得了完整的数字银行牌照。</blockquote></p><p> Sea launched the digital financial services segment in the fourth quarter of 2019, and both the total payment volume and the number of quarterly paying users on its mobile wallet app have skyrocketed in the two years since. Unfortunately, its losses are also widening:<img src=\"https://static.tigerbbs.com/40d393bcaa2441a53a52b8f0e431b310\" tg-width=\"791\" tg-height=\"241\" width=\"100%\" height=\"auto\">Once again, this highlights Sea's overwhelming dependence on&nbsp;<i>Free Fire</i>&nbsp;to do the heavy lifting and support its other, unprofitable businesses.</p><p><blockquote>Sea于2019年第四季度推出了数字金融服务部门，其移动钱包应用程序的总支付量和季度付费用户数量在此后的两年里都实现了飙升。遗憾的是，其亏损也在扩大：这再次凸显了Sea对<i>自由射击</i>承担繁重的工作并支持其他无利可图的业务。</blockquote></p><p> A wobbly (but promising) business model</p><p><blockquote>不稳定（但充满希望）的商业模式</blockquote></p><p> These three points show us just how unusual Sea's business model is: It's an e-commerce and fintech giant that (for now) relies on the profits from a single mobile game to offset the staggering losses of its other high-growth businesses.</p><p><blockquote>这三点向我们展示了Sea的商业模式是多么不寻常：它是一家电子商务和金融科技巨头，（目前）依靠单款手机游戏的利润来抵消其他高增长业务的惊人亏损。</blockquote></p><p> On the bright side, Sea also raised about $6 billion in fresh capital earlier this year with a big secondary stock and convertible debt offering -- and it ended&nbsp;the third quarter&nbsp;with $11.1 billion in cash and equivalents on the books. Therefore, Sea can afford to keep bleeding red ink for the foreseeable future.</p><p><blockquote>好的一面是，Sea今年早些时候还通过大规模发行二级股票和可转换债券筹集了约60亿美元的新资本，截至第三季度末，账面上的现金和等价物为111亿美元。因此，在可预见的未来，Sea有能力继续亏损。</blockquote></p><p></p><p> I believe Sea still has plenty of growth potential, but it will remain a very volatile stock. Potential investors should be well aware of these risks before betting that the stock will generate multibagger gains.</p><p><blockquote>我相信Sea仍然有很大的增长潜力，但它仍将是一只波动很大的股票。潜在投资者在押注该股票将产生多重收益之前应该充分了解这些风险。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/09/3-things-about-sea-limited-that-smart-investors-kn/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2021/12/09/3-things-about-sea-limited-that-smart-investors-kn/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195107888","content_text":"Most investors likely know three things about Sea Limited(NYSE:SE): that it owns Shopee, the top e-commerce player in Southeast Asia and Taiwan; that it owns the mobile game publisher Garena; and that it is deeply unprofitable.\nBut this tech company is actually fairly complex, and to better understand its sprawling business, it's worth examining three finer points about it that garner a lot less attention: its dependence on Free Fire; its expansion plans in Latin America; and the growth of its fintech ecosystem.\n1.Free Fire is the wind in Sea's sails\nFour years ago, Garena launched Free Fire, its first self-developed mobile game. The battle royale title, which was optimized for lower-end devices, quickly became one of the most popular mobile games in Southeast Asia and Latin America, and was the most-downloaded mobile game in the world in both 2019 and 2020, according to App Annie.\nFree Fire'ssuccess significantly boosted Garena's margins, since it wasn't a licensed game like the publisher's earlier titles. As a result, Sea's digital entertainment segment (which houses Garena) started to generate even stronger adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) growth -- a sharp contrast to the company's e-commerce segment, which has been growing more unprofitable.Therefore, Sea clearly needs Free Fire to keep generating that higher-margin revenue to subsidize the expansion of the Shopee e-commerce platform. That's a hefty burden to place on a 4-year-old mobile game.\nLooking ahead, Garena's top priorities will be to maintain Free Fire'smomentum, expand the franchise with new versions (likeFree Fire MAXfor higher-end devices), and launch more self-developed titles. Failing to achieve any of those goals could cause Sea's adjusted EBITDA to plummet.\n2. Shopee is gaining ground fast in Latin America\nWhen Shopee expanded into Brazil two years ago, skeptics predicted that it would be crushed by MercadoLibre(NASDAQ:MELI), the 800-pound gorilla of Latin American e-commerce. However, Shopee launched aggressive marketing campaigns, offered steep discounts, and expanded into other Latin American markets.\nAs a result, Shopee actually overtook MercadoLibre as the most-downloaded shopping app in Latin America earlier this year. By the end of August, Shopee's monthly active users (MAUs) in Latin America had risen 136% year over year to more than 30 million, according to Apptopia. MercadoLibre ended last quarter with 78.7 million unique active users.\nSea doesn't break out its Latin American results yet, but it's likely still racking up big losses as it expands through MercadoLibre's backyard. Last quarter, Sea said Shopee's adjusted EBITDA loss of $0.41 per order remained unchanged sequentially and year over year across all of its markets -- but narrowed by both metrics in its core Southeast Asia and Taiwan market.\nIn other words, Sea needs to continue narrowing Shopee's losses in Southeast Asia and Taiwan -- all while maintaining Free Fire'sgrowth -- to stabilize its adjusted EBITDA as it expands its massive ecosystem.\n3. Sea Limited is evolving into a digital bank\nShopee isn't Sea's only unprofitable business. Its digital financial services segment, which houses the Sea Money payments platform and other fintech units, is losing money too. This business was also granted a full digital banking license in Singapore last December.\nSea launched the digital financial services segment in the fourth quarter of 2019, and both the total payment volume and the number of quarterly paying users on its mobile wallet app have skyrocketed in the two years since. Unfortunately, its losses are also widening:Once again, this highlights Sea's overwhelming dependence on Free Fire to do the heavy lifting and support its other, unprofitable businesses.\nA wobbly (but promising) business model\nThese three points show us just how unusual Sea's business model is: It's an e-commerce and fintech giant that (for now) relies on the profits from a single mobile game to offset the staggering losses of its other high-growth businesses.\nOn the bright side, Sea also raised about $6 billion in fresh capital earlier this year with a big secondary stock and convertible debt offering -- and it ended the third quarter with $11.1 billion in cash and equivalents on the books. Therefore, Sea can afford to keep bleeding red ink for the foreseeable future.\nI believe Sea still has plenty of growth potential, but it will remain a very volatile stock. Potential investors should be well aware of these risks before betting that the stock will generate multibagger gains.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":4012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602270597,"gmtCreate":1639034520236,"gmtModify":1639034520527,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"Lucid all the way","listText":"Lucid all the way","text":"Lucid all the way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602270597","repostId":"1193254006","repostType":4,"repost":{"id":"1193254006","kind":"news","pubTimestamp":1639030337,"share":"https://www.laohu8.com/m/news/1193254006?lang=zh_CN&edition=full","pubTime":"2021-12-09 14:12","market":"us","language":"en","title":"BofA Explains Neutral Rating for Tesla, Buy for Rivian, Lucid<blockquote>美国银行解释对特斯拉的中性评级，对Rivian和Lucid的买入评级</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193254006","media":"TheStreet","summary":"Bank of America offered explanations Wednesday for its ratings on electric vehicles, which include n","content":"<p>Bank of America offered explanations Wednesday for its ratings on electric vehicles, which include neutral for Tesla&nbsp;(<b>TSLA</b>)&nbsp;and&nbsp;buy for both Rivian&nbsp;(<b>RIVN</b>)&nbsp;and Lucid&nbsp;(<b>LCID</b>).</p><p><blockquote>美国银行周三对其电动汽车评级做出了解释，其中包括特斯拉的中性评级（<b>特斯拉</b>）和为Rivian购买（<b>RIVN</b>）和清醒（<b>LCID</b>).</blockquote></p><p> As for Tesla, it’s technology is a strength, say BofA analysts led by John Murphy. “TSLA's technology leadership in the electric vehicle space is a function of its first mover advantage,” they wrote in a commentary.</p><p><blockquote>以John Murphy为首的美国银行分析师表示，至于特斯拉，其技术是其优势。他们在评论中写道：“特斯拉在电动汽车领域的技术领先地位取决于其先发优势。”</blockquote></p><p> “TSLA has successfully commercialized five vehicles (Roadster, Models S, X, 3, and Y) … One of TSLA's competitive advantages with respect to technology is its heavy involvement in the design, specification, validation, and integration of technology in its vehicles.”</p><p><blockquote>“TSLA已成功将五款车辆（Roadster、Model S、X、3和Y）商业化……TSLA在技术方面的竞争优势之一是其大力参与车辆技术的设计、规范、验证和集成。”</blockquote></p><p> But competition is a headwind for Tesla, Murphy said.</p><p><blockquote>但Murphy表示，竞争对特斯拉来说是一个阻力。</blockquote></p><p> “The competitive environment is becoming one of the fiercest seen in decades. In the U.S. market alone,\" he said. \"We project more than 85 new standalone electric vehicles will be coming to market over the next several years.”</p><p><blockquote>“竞争环境正在成为几十年来最激烈的环境之一。仅在美国市场，”他说。“我们预计未来几年将有超过85款新的独立电动汽车上市。”</blockquote></p><p> When it comes to Rivian, the customers and partnerships category represents a strength, he said.</p><p><blockquote>他说，就Rivian而言，客户和合作伙伴类别代表着一种优势。</blockquote></p><p> “RIVN has one key partner in Amazon AMZN,” which serves as its anchor customer for electric delivery vans, helped develop the product for last-mile delivery and serves as a key source of funding and endorsement for the company, Murphy said.</p><p><blockquote>墨菲表示，“RIVN在亚马逊AMZN有一个重要合作伙伴”，亚马逊AMZN是其电动送货车的主要客户，帮助开发了用于最后一英里送货的产品，并成为该公司资金和认可的主要来源。</blockquote></p><p> Meanwhile, Lucid benefits from its commercialization strength, he said. It has a “greenfield/clean-sheet approach to manufacturing,” and production already has commenced.</p><p><blockquote>他表示，与此同时，Lucid受益于其商业化实力。它有一个“绿地/干净的制造方法”，生产已经开始。</blockquote></p><p> “LCID's advanced manufacturing plant in Casa Grande, Ariz. is among the first greenfield EV manufacturing facilities in North America,” Murphy said. “Start of production for the Air sedan has already commenced.”</p><p><blockquote>“LCID位于亚利桑那州卡萨格兰德的先进制造工厂是北美首批新建电动汽车制造工厂之一，”墨菲说。“Air轿车的生产已经开始。”</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>BofA Explains Neutral Rating for Tesla, Buy for Rivian, Lucid<blockquote>美国银行解释对特斯拉的中性评级，对Rivian和Lucid的买入评级</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\">\nBofA Explains Neutral Rating for Tesla, Buy for Rivian, Lucid<blockquote>美国银行解释对特斯拉的中性评级，对Rivian和Lucid的买入评级</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-09 14:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Bank of America offered explanations Wednesday for its ratings on electric vehicles, which include neutral for Tesla&nbsp;(<b>TSLA</b>)&nbsp;and&nbsp;buy for both Rivian&nbsp;(<b>RIVN</b>)&nbsp;and Lucid&nbsp;(<b>LCID</b>).</p><p><blockquote>美国银行周三对其电动汽车评级做出了解释，其中包括特斯拉的中性评级（<b>特斯拉</b>）和为Rivian购买（<b>RIVN</b>）和清醒（<b>LCID</b>).</blockquote></p><p> As for Tesla, it’s technology is a strength, say BofA analysts led by John Murphy. “TSLA's technology leadership in the electric vehicle space is a function of its first mover advantage,” they wrote in a commentary.</p><p><blockquote>以John Murphy为首的美国银行分析师表示，至于特斯拉，其技术是其优势。他们在评论中写道：“特斯拉在电动汽车领域的技术领先地位取决于其先发优势。”</blockquote></p><p> “TSLA has successfully commercialized five vehicles (Roadster, Models S, X, 3, and Y) … One of TSLA's competitive advantages with respect to technology is its heavy involvement in the design, specification, validation, and integration of technology in its vehicles.”</p><p><blockquote>“TSLA已成功将五款车辆（Roadster、Model S、X、3和Y）商业化……TSLA在技术方面的竞争优势之一是其大力参与车辆技术的设计、规范、验证和集成。”</blockquote></p><p> But competition is a headwind for Tesla, Murphy said.</p><p><blockquote>但Murphy表示，竞争对特斯拉来说是一个阻力。</blockquote></p><p> “The competitive environment is becoming one of the fiercest seen in decades. In the U.S. market alone,\" he said. \"We project more than 85 new standalone electric vehicles will be coming to market over the next several years.”</p><p><blockquote>“竞争环境正在成为几十年来最激烈的环境之一。仅在美国市场，”他说。“我们预计未来几年将有超过85款新的独立电动汽车上市。”</blockquote></p><p> When it comes to Rivian, the customers and partnerships category represents a strength, he said.</p><p><blockquote>他说，就Rivian而言，客户和合作伙伴类别代表着一种优势。</blockquote></p><p> “RIVN has one key partner in Amazon AMZN,” which serves as its anchor customer for electric delivery vans, helped develop the product for last-mile delivery and serves as a key source of funding and endorsement for the company, Murphy said.</p><p><blockquote>墨菲表示，“RIVN在亚马逊AMZN有一个重要合作伙伴”，亚马逊AMZN是其电动送货车的主要客户，帮助开发了用于最后一英里送货的产品，并成为该公司资金和认可的主要来源。</blockquote></p><p> Meanwhile, Lucid benefits from its commercialization strength, he said. It has a “greenfield/clean-sheet approach to manufacturing,” and production already has commenced.</p><p><blockquote>他表示，与此同时，Lucid受益于其商业化实力。它有一个“绿地/干净的制造方法”，生产已经开始。</blockquote></p><p> “LCID's advanced manufacturing plant in Casa Grande, Ariz. is among the first greenfield EV manufacturing facilities in North America,” Murphy said. “Start of production for the Air sedan has already commenced.”</p><p><blockquote>“LCID位于亚利桑那州卡萨格兰德的先进制造工厂是北美首批新建电动汽车制造工厂之一，”墨菲说。“Air轿车的生产已经开始。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/bofa-neutral-tesla-buy-rivian-lucid\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc"},"source_url":"https://www.thestreet.com/investing/bofa-neutral-tesla-buy-rivian-lucid","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193254006","content_text":"Bank of America offered explanations Wednesday for its ratings on electric vehicles, which include neutral for Tesla (TSLA) and buy for both Rivian (RIVN) and Lucid (LCID).\nAs for Tesla, it’s technology is a strength, say BofA analysts led by John Murphy. “TSLA's technology leadership in the electric vehicle space is a function of its first mover advantage,” they wrote in a commentary.\n“TSLA has successfully commercialized five vehicles (Roadster, Models S, X, 3, and Y) … One of TSLA's competitive advantages with respect to technology is its heavy involvement in the design, specification, validation, and integration of technology in its vehicles.”\nBut competition is a headwind for Tesla, Murphy said.\n“The competitive environment is becoming one of the fiercest seen in decades. In the U.S. market alone,\" he said. \"We project more than 85 new standalone electric vehicles will be coming to market over the next several years.”\nWhen it comes to Rivian, the customers and partnerships category represents a strength, he said.\n“RIVN has one key partner in Amazon AMZN,” which serves as its anchor customer for electric delivery vans, helped develop the product for last-mile delivery and serves as a key source of funding and endorsement for the company, Murphy said.\nMeanwhile, Lucid benefits from its commercialization strength, he said. It has a “greenfield/clean-sheet approach to manufacturing,” and production already has commenced.\n“LCID's advanced manufacturing plant in Casa Grande, Ariz. is among the first greenfield EV manufacturing facilities in North America,” Murphy said. “Start of production for the Air sedan has already commenced.”","news_type":1,"symbols_score_info":{"RIVN":0.9,"TSLA":0.9,"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":3509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606083146,"gmtCreate":1638801484624,"gmtModify":1638801485167,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606083146","repostId":"1125140621","repostType":4,"repost":{"id":"1125140621","kind":"news","pubTimestamp":1638799944,"share":"https://www.laohu8.com/m/news/1125140621?lang=zh_CN&edition=full","pubTime":"2021-12-06 22:12","market":"us","language":"en","title":"Will Apple Stock Fly or Fall in 2022?<blockquote>2022年苹果股票会飞还是跌？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125140621","media":"Motley Fool","summary":"Supply chain challenges and weak demand could derail the iPhone maker.","content":"<p>Shares of&nbsp;<b>Apple</b>&nbsp;have recovered nicely in 2021 after a shaky start to the year, gaining more than 23%. What's impressive is that Apple has staged a comeback despite&nbsp;supply chain challenges&nbsp;that hurt its sales in the fourth quarter of fiscal 2021 (which ended on Sept. 25). In addition, investors have shown their faith in the tech giant even with weaker-than-expected guidance for the quarter that ends in December.</p><p><blockquote>本公司之股份<b>苹果</b>在经历了不稳定的开局后，2021年已经很好地复苏，涨幅超过23%。令人印象深刻的是，尽管供应链挑战损害了其2021财年第四季度（截至9月25日）的销售，但苹果还是卷土重来。此外，尽管截至12月的季度指引弱于预期，但投资者仍表现出了对这家科技巨头的信心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01f45160862cc6cb5e3ed7b3185ae9a9\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>AAPL data by YCharts.</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的AAPL数据。</span></p></blockquote></p><p> As the chart above shows, Apple stock has gained momentum since the beginning of October. That's not surprising as the&nbsp;launch of the iPhone 13&nbsp;gave investors a reason to cheer, with the device witnessing robust demand that outpaced supply. The company hasn't been able to make enough iPhones to meet the higher-than-expected demand as component shortages and coronavirus-driven shutdowns crippled production.</p><p><blockquote>如上图所示，苹果股票自10月初以来势头强劲。这并不奇怪，因为iPhone 13的推出给了投资者一个欢呼的理由，该设备的强劲需求超过了供应。由于零部件短缺和冠状病毒导致的停工导致生产瘫痪，该公司无法生产足够的iPhone来满足高于预期的需求。</blockquote></p><p> In an ideal world, this should lead to strong iPhone shipments in 2022 when the supply chain improves, boosting Apple's top and bottom lines and its stock price in the process. But that may not be the case, causing the stock to lose momentum early in the new year. Let's see why.</p><p><blockquote>在理想的情况下，当供应链改善时，这应该会导致2022年iPhone出货量强劲，从而提振苹果的营收和利润以及股价。但事实可能并非如此，导致该股在新年伊始失去动力。让我们看看为什么。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9f332fa65e3d67539a23dd91573637d\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>Image Source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Why Apple stock might fall next year</b></p><p><blockquote><b>为什么苹果股价明年可能下跌</b></blockquote></p><p> The iPhone is Apple's most important product. It produced nearly $192 billion in revenue for the company in fiscal 2021, which was just over 52% of its total revenue of $365.8 billion. Now, there are rumors that Apple may be losing customers due to its inability to make enough iPhones to satisfy demand.</p><p><blockquote>iPhone是苹果最重要的产品。2021财年，它为公司创造了近1920亿美元的收入，略高于其3658亿美元总收入的52%。现在，有传言称，由于无法生产足够的iPhone来满足需求，苹果可能正在失去客户。</blockquote></p><p> According to a Bloomberg report, the company has reportedly&nbsp;told its component suppliers that the demand for iPhone 13 models has weakened as potential consumers aren't interested anymore in buying the device due to lack of availability. A survey carried out in Japan indicates that the number of existing iPhone owners interested in upgrading to the latest device is lower than last year when more people were interested in upgrading to the iPhone 12.</p><p><blockquote>据彭博社报道，据报道，该公司已告诉其零部件供应商，由于缺乏可用性，潜在消费者不再有兴趣购买该设备，因此对iPhone 13型号的需求已经减弱。在日本进行的一项调查表明，有兴趣升级到最新设备的现有iPhone用户数量低于去年，当时有更多人有兴趣升级到iPhone 12。</blockquote></p><p> One of the reasons that may be the case is because of the long waiting times for the iPhone 13 Pro models, which are in stronger demand than the standard models. Third-party reports showed that the waiting time for the iPhone 13 Pro and the Pro Max ranged between&nbsp;16 days and 23 days on Nov. 28. It is worth noting that Apple had&nbsp;reportedly reduced&nbsp;its 2021 iPhone 13 production target by 10 million units due to component shortages, which explains why its devices are still showing extensive waiting times.</p><p><blockquote>可能出现这种情况的原因之一是iPhone 13 Pro机型的等待时间很长，而iPhone 13 Pro机型的需求比标准机型更强劲。第三方报告显示，11月28日，iPhone 13 Pro和Pro Max的等待时间在16天到23天之间。值得注意的是，据报道，由于零部件短缺，苹果将2021年iPhone 13的产量目标减少了1000万部，这解释了为什么其设备仍然显示出长时间的等待时间。</blockquote></p><p> The problem is that iPhone 13 delays are expected to last until February 2022, as reported by DigiTimes last month. These long waiting times and delays are reportedly causing customers to put off their iPhone 13 purchases. This isn't surprising, as the iPhone 13 will be nearly half a year old by the time it will be readily available for purchase in February next year.</p><p><blockquote>问题是，正如DigiTimes上个月报道的那样，iPhone 13的延迟预计将持续到2022年2月。据报道，这些漫长的等待时间和延迟导致客户推迟购买iPhone 13。这并不奇怪，因为iPhone 13在明年2月上市时已经有近半年的历史了。</blockquote></p><p> This could lead customers to drop the idea of purchasing the iPhone 13 and instead go for the 2022 models. As a result, iPhone revenue could take a hit in the near term and weigh on the company's financial performance and stock price in 2022.</p><p><blockquote>这可能会导致客户放弃购买iPhone 13的想法，转而购买2022款。因此，iPhone收入可能会在短期内受到打击，并拖累该公司2022年的财务业绩和股价。</blockquote></p><p> <b>The stock could fly higher in the long run</b></p><p><blockquote><b>从长远来看，该股可能会飞得更高</b></blockquote></p><p> Savvy investors, however, shouldn't worry about the potential short-term challenges Apple faces. Even if iPhone sales aren't as great as expected in the early part of 2022 due to problems out of the tech titan's control, one shouldn't forget the massive upgrade cycle that's driving Apple's growth.</p><p><blockquote>然而，精明的投资者不应该担心苹果面临的潜在短期挑战。即使由于科技巨头无法控制的问题，iPhone在2022年初的销量没有预期的那么好，人们也不应该忘记推动苹果增长的大规模升级周期。</blockquote></p><p> According to IDC, Apple shipped 50.4 million iPhones in the third quarter of 2021, a jump of nearly 21% over the year-ago period. The company delivered this impressive growth during a quarter when the overall smartphone market contracted 6.7% year over year, with its biggest rivals&nbsp;<b>Samsung</b>&nbsp;and&nbsp;<b>Xiaomi</b>&nbsp;witnessing a contraction in their shipments.</p><p><blockquote>根据IDC的数据，苹果2021年第三季度iPhone出货量为5040万部，同比增长近21%。该公司在整个智能手机市场同比萎缩6.7%的季度实现了令人印象深刻的增长，其最大的竞争对手<b>三星</b>和<b>小米</b>见证了他们的出货量的收缩。</blockquote></p><p> What's more, Apple is&nbsp;enjoying a nice bump&nbsp;in the average selling price of each iPhone. Sales might be hamstrung by component shortages over the next few months, but it cannot be denied that the company is enjoying a mix of volume and price growth thanks to the adoption of 5G smartphones.</p><p><blockquote>更重要的是，苹果每部iPhone的平均售价都大幅上涨。未来几个月，销售可能会因零部件短缺而受到阻碍，但不可否认的是，由于5G智能手机的采用，该公司正在享受销量和价格的混合增长。</blockquote></p><p> More importantly, there were more than a billion iPhone users at the beginning of 2021. Wedbush analyst Dan Ives pointed out in October that 25% of Apple's installed base of users haven't upgraded their iPhones in the past three and a half years, which means that there are at least 250 million users in an upgrade window who could buy the iPhone 13.</p><p><blockquote>更重要的是，2021年初iPhone用户超过10亿。Wedbush分析师Dan Ives在10月份指出，苹果25%的安装用户在过去三年半中没有升级iPhone，这意味着至少有2.5亿用户处于升级窗口，可以购买iPhone 13。</blockquote></p><p></p><p> Additionally, the number of iPhone users&nbsp;without a 5G device&nbsp;is even higher since the first 5G iPhone went on sale&nbsp;just over a year ago. All of this indicates that investors shouldn't miss the forest for the trees as the iPhone juggernaut can continue rolling in the long run and the supply chain constraints would probably be just a bump in the road.</p><p><blockquote>此外，自一年多前首款5G iPhone上市以来，没有5G设备的iPhone用户数量甚至更高。所有这些都表明，投资者不应只见树木不见森林，因为从长远来看，iPhone巨头可以继续发展，而供应链限制可能只是道路上的一个坎坷。</blockquote></p><p> As such, Apple stock can eventually regain its mojo once it gets the production challenges out of the way in 2022 and ships more iPhones to customers. And this is just one of the reasons this&nbsp;tech stock&nbsp;could fly higher next year as it is&nbsp;working on more products&nbsp;that could accelerate its growth in 2022 and beyond. That's why it might be a good idea to buy the stock in case of a dip as the near-term challenges could eventually make way for long-term gains.</p><p><blockquote>因此，一旦苹果在2022年解决生产挑战并向客户运送更多iPhone，其股票最终可以重拾魔力。这只是这只科技股明年可能走高的原因之一，因为它正在开发更多产品，这些产品可能会在2022年及以后加速增长。这就是为什么在股价下跌时购买该股可能是个好主意，因为近期的挑战最终可能会为长期收益让路。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Apple Stock Fly or Fall in 2022?<blockquote>2022年苹果股票会飞还是跌？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Apple Stock Fly or Fall in 2022?<blockquote>2022年苹果股票会飞还是跌？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-06 22:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Shares of&nbsp;<b>Apple</b>&nbsp;have recovered nicely in 2021 after a shaky start to the year, gaining more than 23%. What's impressive is that Apple has staged a comeback despite&nbsp;supply chain challenges&nbsp;that hurt its sales in the fourth quarter of fiscal 2021 (which ended on Sept. 25). In addition, investors have shown their faith in the tech giant even with weaker-than-expected guidance for the quarter that ends in December.</p><p><blockquote>本公司之股份<b>苹果</b>在经历了不稳定的开局后，2021年已经很好地复苏，涨幅超过23%。令人印象深刻的是，尽管供应链挑战损害了其2021财年第四季度（截至9月25日）的销售，但苹果还是卷土重来。此外，尽管截至12月的季度指引弱于预期，但投资者仍表现出了对这家科技巨头的信心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01f45160862cc6cb5e3ed7b3185ae9a9\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>AAPL data by YCharts.</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的AAPL数据。</span></p></blockquote></p><p> As the chart above shows, Apple stock has gained momentum since the beginning of October. That's not surprising as the&nbsp;launch of the iPhone 13&nbsp;gave investors a reason to cheer, with the device witnessing robust demand that outpaced supply. The company hasn't been able to make enough iPhones to meet the higher-than-expected demand as component shortages and coronavirus-driven shutdowns crippled production.</p><p><blockquote>如上图所示，苹果股票自10月初以来势头强劲。这并不奇怪，因为iPhone 13的推出给了投资者一个欢呼的理由，该设备的强劲需求超过了供应。由于零部件短缺和冠状病毒导致的停工导致生产瘫痪，该公司无法生产足够的iPhone来满足高于预期的需求。</blockquote></p><p> In an ideal world, this should lead to strong iPhone shipments in 2022 when the supply chain improves, boosting Apple's top and bottom lines and its stock price in the process. But that may not be the case, causing the stock to lose momentum early in the new year. Let's see why.</p><p><blockquote>在理想的情况下，当供应链改善时，这应该会导致2022年iPhone出货量强劲，从而提振苹果的营收和利润以及股价。但事实可能并非如此，导致该股在新年伊始失去动力。让我们看看为什么。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9f332fa65e3d67539a23dd91573637d\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>Image Source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Why Apple stock might fall next year</b></p><p><blockquote><b>为什么苹果股价明年可能下跌</b></blockquote></p><p> The iPhone is Apple's most important product. It produced nearly $192 billion in revenue for the company in fiscal 2021, which was just over 52% of its total revenue of $365.8 billion. Now, there are rumors that Apple may be losing customers due to its inability to make enough iPhones to satisfy demand.</p><p><blockquote>iPhone是苹果最重要的产品。2021财年，它为公司创造了近1920亿美元的收入，略高于其3658亿美元总收入的52%。现在，有传言称，由于无法生产足够的iPhone来满足需求，苹果可能正在失去客户。</blockquote></p><p> According to a Bloomberg report, the company has reportedly&nbsp;told its component suppliers that the demand for iPhone 13 models has weakened as potential consumers aren't interested anymore in buying the device due to lack of availability. A survey carried out in Japan indicates that the number of existing iPhone owners interested in upgrading to the latest device is lower than last year when more people were interested in upgrading to the iPhone 12.</p><p><blockquote>据彭博社报道，据报道，该公司已告诉其零部件供应商，由于缺乏可用性，潜在消费者不再有兴趣购买该设备，因此对iPhone 13型号的需求已经减弱。在日本进行的一项调查表明，有兴趣升级到最新设备的现有iPhone用户数量低于去年，当时有更多人有兴趣升级到iPhone 12。</blockquote></p><p> One of the reasons that may be the case is because of the long waiting times for the iPhone 13 Pro models, which are in stronger demand than the standard models. Third-party reports showed that the waiting time for the iPhone 13 Pro and the Pro Max ranged between&nbsp;16 days and 23 days on Nov. 28. It is worth noting that Apple had&nbsp;reportedly reduced&nbsp;its 2021 iPhone 13 production target by 10 million units due to component shortages, which explains why its devices are still showing extensive waiting times.</p><p><blockquote>可能出现这种情况的原因之一是iPhone 13 Pro机型的等待时间很长，而iPhone 13 Pro机型的需求比标准机型更强劲。第三方报告显示，11月28日，iPhone 13 Pro和Pro Max的等待时间在16天到23天之间。值得注意的是，据报道，由于零部件短缺，苹果将2021年iPhone 13的产量目标减少了1000万部，这解释了为什么其设备仍然显示出长时间的等待时间。</blockquote></p><p> The problem is that iPhone 13 delays are expected to last until February 2022, as reported by DigiTimes last month. These long waiting times and delays are reportedly causing customers to put off their iPhone 13 purchases. This isn't surprising, as the iPhone 13 will be nearly half a year old by the time it will be readily available for purchase in February next year.</p><p><blockquote>问题是，正如DigiTimes上个月报道的那样，iPhone 13的延迟预计将持续到2022年2月。据报道，这些漫长的等待时间和延迟导致客户推迟购买iPhone 13。这并不奇怪，因为iPhone 13在明年2月上市时已经有近半年的历史了。</blockquote></p><p> This could lead customers to drop the idea of purchasing the iPhone 13 and instead go for the 2022 models. As a result, iPhone revenue could take a hit in the near term and weigh on the company's financial performance and stock price in 2022.</p><p><blockquote>这可能会导致客户放弃购买iPhone 13的想法，转而购买2022款。因此，iPhone收入可能会在短期内受到打击，并拖累该公司2022年的财务业绩和股价。</blockquote></p><p> <b>The stock could fly higher in the long run</b></p><p><blockquote><b>从长远来看，该股可能会飞得更高</b></blockquote></p><p> Savvy investors, however, shouldn't worry about the potential short-term challenges Apple faces. Even if iPhone sales aren't as great as expected in the early part of 2022 due to problems out of the tech titan's control, one shouldn't forget the massive upgrade cycle that's driving Apple's growth.</p><p><blockquote>然而，精明的投资者不应该担心苹果面临的潜在短期挑战。即使由于科技巨头无法控制的问题，iPhone在2022年初的销量没有预期的那么好，人们也不应该忘记推动苹果增长的大规模升级周期。</blockquote></p><p> According to IDC, Apple shipped 50.4 million iPhones in the third quarter of 2021, a jump of nearly 21% over the year-ago period. The company delivered this impressive growth during a quarter when the overall smartphone market contracted 6.7% year over year, with its biggest rivals&nbsp;<b>Samsung</b>&nbsp;and&nbsp;<b>Xiaomi</b>&nbsp;witnessing a contraction in their shipments.</p><p><blockquote>根据IDC的数据，苹果2021年第三季度iPhone出货量为5040万部，同比增长近21%。该公司在整个智能手机市场同比萎缩6.7%的季度实现了令人印象深刻的增长，其最大的竞争对手<b>三星</b>和<b>小米</b>见证了他们的出货量的收缩。</blockquote></p><p> What's more, Apple is&nbsp;enjoying a nice bump&nbsp;in the average selling price of each iPhone. Sales might be hamstrung by component shortages over the next few months, but it cannot be denied that the company is enjoying a mix of volume and price growth thanks to the adoption of 5G smartphones.</p><p><blockquote>更重要的是，苹果每部iPhone的平均售价都大幅上涨。未来几个月，销售可能会因零部件短缺而受到阻碍，但不可否认的是，由于5G智能手机的采用，该公司正在享受销量和价格的混合增长。</blockquote></p><p> More importantly, there were more than a billion iPhone users at the beginning of 2021. Wedbush analyst Dan Ives pointed out in October that 25% of Apple's installed base of users haven't upgraded their iPhones in the past three and a half years, which means that there are at least 250 million users in an upgrade window who could buy the iPhone 13.</p><p><blockquote>更重要的是，2021年初iPhone用户超过10亿。Wedbush分析师Dan Ives在10月份指出，苹果25%的安装用户在过去三年半中没有升级iPhone，这意味着至少有2.5亿用户处于升级窗口，可以购买iPhone 13。</blockquote></p><p></p><p> Additionally, the number of iPhone users&nbsp;without a 5G device&nbsp;is even higher since the first 5G iPhone went on sale&nbsp;just over a year ago. All of this indicates that investors shouldn't miss the forest for the trees as the iPhone juggernaut can continue rolling in the long run and the supply chain constraints would probably be just a bump in the road.</p><p><blockquote>此外，自一年多前首款5G iPhone上市以来，没有5G设备的iPhone用户数量甚至更高。所有这些都表明，投资者不应只见树木不见森林，因为从长远来看，iPhone巨头可以继续发展，而供应链限制可能只是道路上的一个坎坷。</blockquote></p><p> As such, Apple stock can eventually regain its mojo once it gets the production challenges out of the way in 2022 and ships more iPhones to customers. And this is just one of the reasons this&nbsp;tech stock&nbsp;could fly higher next year as it is&nbsp;working on more products&nbsp;that could accelerate its growth in 2022 and beyond. That's why it might be a good idea to buy the stock in case of a dip as the near-term challenges could eventually make way for long-term gains.</p><p><blockquote>因此，一旦苹果在2022年解决生产挑战并向客户运送更多iPhone，其股票最终可以重拾魔力。这只是这只科技股明年可能走高的原因之一，因为它正在开发更多产品，这些产品可能会在2022年及以后加速增长。这就是为什么在股价下跌时购买该股可能是个好主意，因为近期的挑战最终可能会为长期收益让路。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/06/will-apple-stock-fly-or-fall-in-2022/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/12/06/will-apple-stock-fly-or-fall-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125140621","content_text":"Shares of Apple have recovered nicely in 2021 after a shaky start to the year, gaining more than 23%. What's impressive is that Apple has staged a comeback despite supply chain challenges that hurt its sales in the fourth quarter of fiscal 2021 (which ended on Sept. 25). In addition, investors have shown their faith in the tech giant even with weaker-than-expected guidance for the quarter that ends in December.\nAAPL data by YCharts.\nAs the chart above shows, Apple stock has gained momentum since the beginning of October. That's not surprising as the launch of the iPhone 13 gave investors a reason to cheer, with the device witnessing robust demand that outpaced supply. The company hasn't been able to make enough iPhones to meet the higher-than-expected demand as component shortages and coronavirus-driven shutdowns crippled production.\nIn an ideal world, this should lead to strong iPhone shipments in 2022 when the supply chain improves, boosting Apple's top and bottom lines and its stock price in the process. But that may not be the case, causing the stock to lose momentum early in the new year. Let's see why.\nImage Source: Getty Images.\nWhy Apple stock might fall next year\nThe iPhone is Apple's most important product. It produced nearly $192 billion in revenue for the company in fiscal 2021, which was just over 52% of its total revenue of $365.8 billion. Now, there are rumors that Apple may be losing customers due to its inability to make enough iPhones to satisfy demand.\nAccording to a Bloomberg report, the company has reportedly told its component suppliers that the demand for iPhone 13 models has weakened as potential consumers aren't interested anymore in buying the device due to lack of availability. A survey carried out in Japan indicates that the number of existing iPhone owners interested in upgrading to the latest device is lower than last year when more people were interested in upgrading to the iPhone 12.\nOne of the reasons that may be the case is because of the long waiting times for the iPhone 13 Pro models, which are in stronger demand than the standard models. Third-party reports showed that the waiting time for the iPhone 13 Pro and the Pro Max ranged between 16 days and 23 days on Nov. 28. It is worth noting that Apple had reportedly reduced its 2021 iPhone 13 production target by 10 million units due to component shortages, which explains why its devices are still showing extensive waiting times.\nThe problem is that iPhone 13 delays are expected to last until February 2022, as reported by DigiTimes last month. These long waiting times and delays are reportedly causing customers to put off their iPhone 13 purchases. This isn't surprising, as the iPhone 13 will be nearly half a year old by the time it will be readily available for purchase in February next year.\nThis could lead customers to drop the idea of purchasing the iPhone 13 and instead go for the 2022 models. As a result, iPhone revenue could take a hit in the near term and weigh on the company's financial performance and stock price in 2022.\nThe stock could fly higher in the long run\nSavvy investors, however, shouldn't worry about the potential short-term challenges Apple faces. Even if iPhone sales aren't as great as expected in the early part of 2022 due to problems out of the tech titan's control, one shouldn't forget the massive upgrade cycle that's driving Apple's growth.\nAccording to IDC, Apple shipped 50.4 million iPhones in the third quarter of 2021, a jump of nearly 21% over the year-ago period. The company delivered this impressive growth during a quarter when the overall smartphone market contracted 6.7% year over year, with its biggest rivals Samsung and Xiaomi witnessing a contraction in their shipments.\nWhat's more, Apple is enjoying a nice bump in the average selling price of each iPhone. Sales might be hamstrung by component shortages over the next few months, but it cannot be denied that the company is enjoying a mix of volume and price growth thanks to the adoption of 5G smartphones.\nMore importantly, there were more than a billion iPhone users at the beginning of 2021. Wedbush analyst Dan Ives pointed out in October that 25% of Apple's installed base of users haven't upgraded their iPhones in the past three and a half years, which means that there are at least 250 million users in an upgrade window who could buy the iPhone 13.\nAdditionally, the number of iPhone users without a 5G device is even higher since the first 5G iPhone went on sale just over a year ago. All of this indicates that investors shouldn't miss the forest for the trees as the iPhone juggernaut can continue rolling in the long run and the supply chain constraints would probably be just a bump in the road.\nAs such, Apple stock can eventually regain its mojo once it gets the production challenges out of the way in 2022 and ships more iPhones to customers. And this is just one of the reasons this tech stock could fly higher next year as it is working on more products that could accelerate its growth in 2022 and beyond. That's why it might be a good idea to buy the stock in case of a dip as the near-term challenges could eventually make way for long-term gains.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601990582,"gmtCreate":1638469739386,"gmtModify":1638469739566,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>My Lord, what shall we do?&nbsp;","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>My Lord, what shall we do?&nbsp;","text":"$Grab Holdings(GRAB)$My Lord, what shall we do?","images":[{"img":"https://static.tigerbbs.com/620d0620ddd78e135b861ed7c05afb4d","width":"854","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601990582","isVote":1,"tweetType":1,"viewCount":4205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":603171081,"gmtCreate":1638382469368,"gmtModify":1638383425547,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Just when you thought you bought it at the lowest, it goes even lower lmao","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Just when you thought you bought it at the lowest, it goes even lower lmao","text":"$Sono Group N.V.(SEV)$Just when you thought you bought it at the lowest, it goes even lower lmao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603171081","isVote":1,"tweetType":1,"viewCount":3544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609223657,"gmtCreate":1638287081833,"gmtModify":1638287082296,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Diamond hands + Environmentalist = HODL.&nbsp;","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Diamond hands + Environmentalist = HODL.&nbsp;","text":"$Sono Group N.V.(SEV)$Diamond hands + Environmentalist = HODL.","images":[{"img":"https://static.tigerbbs.com/d1e9a8024a19161474ec9d1876828717","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609223657","isVote":1,"tweetType":1,"viewCount":4138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":600573206,"gmtCreate":1638180196395,"gmtModify":1638180986216,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Are my eyes playing tricks or is the stock finally green?","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Are my eyes playing tricks or is the stock finally green?","text":"$Sono Group N.V.(SEV)$Are my eyes playing tricks or is the stock finally green?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600573206","isVote":1,"tweetType":1,"viewCount":2916,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3566385558470298","idStr":"3566385558470298"},"content":"no surprise cos this stock only has 10 million share float. price up down will be volitile.","text":"no surprise cos this stock only has 10 million share float. price up down will be volitile.","html":"no surprise cos this stock only has 10 million share float. price up down will be volitile."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877654779,"gmtCreate":1637929225329,"gmtModify":1637929225464,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>What a ride guys. From $55 to $17 wow wow wow","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>What a ride guys. From $55 to $17 wow wow wow","text":"$Sono Group N.V.(SEV)$What a ride guys. From $55 to $17 wow wow wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877654779","isVote":1,"tweetType":1,"viewCount":3815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874293018,"gmtCreate":1637776886561,"gmtModify":1637777084851,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Every day red lmao","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Every day red lmao","text":"$Sono Group N.V.(SEV)$Every day red lmao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/874293018","isVote":1,"tweetType":1,"viewCount":1518,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3566385558470298","idStr":"3566385558470298"},"content":"https://seekingalpha.com/article/4471655-sono-motors-ipo-review","text":"https://seekingalpha.com/article/4471655-sono-motors-ipo-review","html":"https://seekingalpha.com/article/4471655-sono-motors-ipo-review"},{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3566385558470298","idStr":"3566385558470298"},"content":"now US ppl go holiday. hold and wait.","text":"now US ppl go holiday. hold and wait.","html":"now US ppl go holiday. hold and wait."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875760232,"gmtCreate":1637691131764,"gmtModify":1637691131935,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875760232","repostId":"1117658681","repostType":4,"repost":{"id":"1117658681","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":1637681053,"share":"https://www.laohu8.com/m/news/1117658681?lang=zh_CN&edition=full","pubTime":"2021-11-23 23:24","market":"us","language":"en","title":"XPeng shares rose nearly 12% in early trading<blockquote>小鹏汽车股价早盘涨近12%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117658681","media":"Tiger Newspress","summary":"XPeng shares rose nearly 12% in early trading after the China-based electric vehicle maker reported ","content":"<p>XPeng&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;12%&nbsp;in&nbsp;early&nbsp;trading&nbsp;after the China-based electric vehicle maker reported a wider-than-expected third-quarter loss but revenue that rose well above forecasts and provided an upbeat fourth-quarter outlook.<img src=\"https://static.tigerbbs.com/a8d43127b29dfc54fadaa9e23939d911\" tg-width=\"878\" tg-height=\"596\" referrerpolicy=\"no-referrer\">The net loss widened to RMB1.59 bln ($249.7 million), or RMB1.89 per American depositary share (ADS), from a loss of RMB1.15 billion a year ago. Excluding nonrecurring items, the adjusted loss per ADS came to RMB1.77, compared with the FactSet consensus of RMB1.30.</p><p><blockquote>小鹏汽车股价早盘上涨近12%，此前这家中国电动汽车制造商公布第三季度亏损超出预期，但营收远高于预期，并提供了乐观的第四季度前景。净亏损从一年前的亏损11.5亿元人民币扩大至15.9亿元人民币（2.497亿美元），即每股美国存托股票(ADS)1.89元人民币。不包括非经常性项目，调整后每股美国存托凭证亏损为人民币1.77元，而FactSet共识为人民币1.30元。</blockquote></p><p> Revenue jumps 187.4% to RMB5.72 billion ($895.5 million) to beat the FactSet consensus of RMB5.03 billion, as deliveries rose 199.2% to a record 25,666 vehicles, including 217.7% growth in P7 model deliveries.</p><p><blockquote>收入增长187.4%，达到人民币57.2亿元（8.955亿美元），超过FactSet预期的人民币50.3亿元，交付量增长199.2%，达到创纪录的25,666辆，其中P7车型交付量增长217.7%。</blockquote></p><p> Gross margin improved to 14.4% from 4.6%. Looking ahead, the company expects fourth-quarter deliveries of between 34,500 and 36,500 vehicles, representing growth of 166.1% to 181.5%, and revenue between RMB7.1 billion and RMB7.5 billion, compared with the FactSet consensus of RMB6.09 billion.</p><p><blockquote>毛利率从4.6%提高至14.4%。展望未来，该公司预计第四季度交付量将在34,500辆至36,500辆之间，增长166.1%至181.5%，收入将在人民币71亿元至人民币75亿元之间，而FactSet共识为人民币60.9亿元。</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>XPeng shares rose nearly 12% in early trading<blockquote>小鹏汽车股价早盘涨近12%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng shares rose nearly 12% in early trading<blockquote>小鹏汽车股价早盘涨近12%</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\">2021-11-23 23:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>XPeng&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;12%&nbsp;in&nbsp;early&nbsp;trading&nbsp;after the China-based electric vehicle maker reported a wider-than-expected third-quarter loss but revenue that rose well above forecasts and provided an upbeat fourth-quarter outlook.<img src=\"https://static.tigerbbs.com/a8d43127b29dfc54fadaa9e23939d911\" tg-width=\"878\" tg-height=\"596\" referrerpolicy=\"no-referrer\">The net loss widened to RMB1.59 bln ($249.7 million), or RMB1.89 per American depositary share (ADS), from a loss of RMB1.15 billion a year ago. Excluding nonrecurring items, the adjusted loss per ADS came to RMB1.77, compared with the FactSet consensus of RMB1.30.</p><p><blockquote>小鹏汽车股价早盘上涨近12%，此前这家中国电动汽车制造商公布第三季度亏损超出预期，但营收远高于预期，并提供了乐观的第四季度前景。净亏损从一年前的亏损11.5亿元人民币扩大至15.9亿元人民币（2.497亿美元），即每股美国存托股票(ADS)1.89元人民币。不包括非经常性项目，调整后每股美国存托凭证亏损为人民币1.77元，而FactSet共识为人民币1.30元。</blockquote></p><p> Revenue jumps 187.4% to RMB5.72 billion ($895.5 million) to beat the FactSet consensus of RMB5.03 billion, as deliveries rose 199.2% to a record 25,666 vehicles, including 217.7% growth in P7 model deliveries.</p><p><blockquote>收入增长187.4%，达到人民币57.2亿元（8.955亿美元），超过FactSet预期的人民币50.3亿元，交付量增长199.2%，达到创纪录的25,666辆，其中P7车型交付量增长217.7%。</blockquote></p><p> Gross margin improved to 14.4% from 4.6%. Looking ahead, the company expects fourth-quarter deliveries of between 34,500 and 36,500 vehicles, representing growth of 166.1% to 181.5%, and revenue between RMB7.1 billion and RMB7.5 billion, compared with the FactSet consensus of RMB6.09 billion.</p><p><blockquote>毛利率从4.6%提高至14.4%。展望未来，该公司预计第四季度交付量将在34,500辆至36,500辆之间，增长166.1%至181.5%，收入将在人民币71亿元至人民币75亿元之间，而FactSet共识为人民币60.9亿元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117658681","content_text":"XPeng shares rose nearly 12% in early trading after the China-based electric vehicle maker reported a wider-than-expected third-quarter loss but revenue that rose well above forecasts and provided an upbeat fourth-quarter outlook.The net loss widened to RMB1.59 bln ($249.7 million), or RMB1.89 per American depositary share (ADS), from a loss of RMB1.15 billion a year ago. Excluding nonrecurring items, the adjusted loss per ADS came to RMB1.77, compared with the FactSet consensus of RMB1.30.\nRevenue jumps 187.4% to RMB5.72 billion ($895.5 million) to beat the FactSet consensus of RMB5.03 billion, as deliveries rose 199.2% to a record 25,666 vehicles, including 217.7% growth in P7 model deliveries.\nGross margin improved to 14.4% from 4.6%. Looking ahead, the company expects fourth-quarter deliveries of between 34,500 and 36,500 vehicles, representing growth of 166.1% to 181.5%, and revenue between RMB7.1 billion and RMB7.5 billion, compared with the FactSet consensus of RMB6.09 billion.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872737202,"gmtCreate":1637573246069,"gmtModify":1637573246203,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Downward trend, but should I buy in?","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Downward trend, but should I buy in?","text":"$Alibaba(BABA)$Downward trend, but should I buy in?","images":[{"img":"https://static.tigerbbs.com/620d0620ddd78e135b861ed7c05afb4d","width":"854","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872737202","isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":872939978,"gmtCreate":1637386698899,"gmtModify":1637712389697,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Guys, listen.&nbsp;This is my weekly quote of HKD Razer. When Ifirst bought in at 1.96, it dipped and dipped until 1.59 and never rose for a single day. Sure, I had a ton of curse words and negative emotions, thinking that its a stock i shouldnt have bought.&nbsp;Then i remembered that I&nbsp;bought the stock because i love the brand and what they do. Same goes for SEV. If you love their market proposition, and believe in what they do, just hold it.After holding Razer&nbsp;for so long, it finally flipped and now stands at 2.83 (44%?). And I believe SEV will rise too.&nbsp;I&nbsp;","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Guys, listen.&nbsp;This is my weekly quote of HKD Razer. When Ifirst bought in at 1.96, it dipped and dipped until 1.59 and never rose for a single day. Sure, I had a ton of curse words and negative emotions, thinking that its a stock i shouldnt have bought.&nbsp;Then i remembered that I&nbsp;bought the stock because i love the brand and what they do. Same goes for SEV. If you love their market proposition, and believe in what they do, just hold it.After holding Razer&nbsp;for so long, it finally flipped and now stands at 2.83 (44%?). And I believe SEV will rise too.&nbsp;I&nbsp;","text":"$Sono Group N.V.(SEV)$Guys, listen. This is my weekly quote of HKD Razer. When Ifirst bought in at 1.96, it dipped and dipped until 1.59 and never rose for a single day. Sure, I had a ton of curse words and negative emotions, thinking that its a stock i shouldnt have bought. Then i remembered that I bought the stock because i love the brand and what they do. Same goes for SEV. If you love their market proposition, and believe in what they do, just hold it.After holding Razer for so long, it finally flipped and now stands at 2.83 (44%?). And I believe SEV will rise too. I","images":[{"img":"https://static.tigerbbs.com/a40e80b9f71377a63d35298dcdadc276","width":"1170","height":"2532"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":19,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/872939978","isVote":1,"tweetType":1,"viewCount":1979,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3566385558470298","idStr":"3566385558470298"},"content":"this company has a technology that no other have. hold it and see its potential in 1 to 2 years time. Those who have faith in it's technology will hold.","text":"this company has a technology that no other have. hold it and see its potential in 1 to 2 years time. Those who have faith in it's technology will hold.","html":"this company has a technology that no other have. hold it and see its potential in 1 to 2 years time. Those who have faith in it's technology will hold."},{"author":{"id":"9000000000000190","authorId":"9000000000000190","name":"JoshuaAlexander","avatar":"https://static.tigerbbs.com/4251b0865bcc1b377ea2bcfe346610fa","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000190","idStr":"9000000000000190"},"content":"Do not sell, on hold will be get profit","text":"Do not sell, on hold will be get profit","html":"Do not sell, on hold will be get profit"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":876805123,"gmtCreate":1637287612957,"gmtModify":1637287613160,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Dont worry guys and girls, just average down your costs. We all win and lose in trades.","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Dont worry guys and girls, just average down your costs. We all win and lose in trades.","text":"$Sono Group N.V.(SEV)$Dont worry guys and girls, just average down your costs. We all win and lose in trades.","images":[{"img":"https://static.tigerbbs.com/20d57d2f95f89e3af4c02bb8f3da57ea","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/876805123","isVote":1,"tweetType":1,"viewCount":943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":876954930,"gmtCreate":1637251618814,"gmtModify":1637253749557,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Gg i bought at 40 when market open. Fml","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Gg i bought at 40 when market open. Fml","text":"$Sono Group N.V.(SEV)$Gg i bought at 40 when market open. Fml","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":34,"commentSize":24,"repostSize":0,"link":"https://laohu8.com/post/876954930","isVote":1,"tweetType":1,"viewCount":2961,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088972556421510","authorId":"4088972556421510","name":"最近满地是坑","avatar":"https://static.tigerbbs.com/948c089818d4e7dc735d11b260333f8e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4088972556421510","idStr":"4088972556421510"},"content":"一样的。后来跳水的时候，止损，我出货一大半45降到36的时候，出了一大半，才5分钟的时间内，就玩大跳水。还剩一点。","text":"一样的。后来跳水的时候，止损，我出货一大半45降到36的时候，出了一大半，才5分钟的时间内，就玩大跳水。还剩一点。","html":"一样的。后来跳水的时候，止损，我出货一大半45降到36的时候，出了一大半，才5分钟的时间内，就玩大跳水。还剩一点。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871189427,"gmtCreate":1637036468512,"gmtModify":1637036468605,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"Is grab under Altimeter Growth $AGC?&nbsp;","listText":"Is grab under Altimeter Growth $AGC?&nbsp;","text":"Is grab under Altimeter Growth $AGC?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871189427","repostId":"2183100852","repostType":4,"isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871117418,"gmtCreate":1637036258682,"gmtModify":1637036258816,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"Knew it.. found it kinda sus how it went from 200 to 300 in 2 weeks.&nbsp;Or maybe thats the salt in me talking, cause I wanted to buy at $195 when it was there but didnt have the extra cash","listText":"Knew it.. found it kinda sus how it went from 200 to 300 in 2 weeks.&nbsp;Or maybe thats the salt in me talking, cause I wanted to buy at $195 when it was there but didnt have the extra cash","text":"Knew it.. found it kinda sus how it went from 200 to 300 in 2 weeks. Or maybe thats the salt in me talking, cause I wanted to buy at $195 when it was there but didnt have the extra cash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871117418","repostId":"1160740007","repostType":4,"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873046179,"gmtCreate":1636811951575,"gmtModify":1636811951667,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"But stock price halved&nbsp;","listText":"But stock price halved&nbsp;","text":"But stock price halved","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873046179","repostId":"1102251183","repostType":4,"repost":{"id":"1102251183","kind":"news","pubTimestamp":1636772424,"share":"https://www.laohu8.com/m/news/1102251183?lang=zh_CN&edition=full","pubTime":"2021-11-13 11:00","market":"us","language":"en","title":"Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示其研发实力雄厚。这对该股来说是一个好兆头。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102251183","media":"Barrons","summary":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Mo","content":"<p>Pfizer’s&nbsp;chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p><p><blockquote>周一早上，辉瑞公司首席科学官米凯尔·多尔斯滕(Mikael Dolsten)接到电话时，听起来很头晕。就在几天前，他的公司宣布其Covid-19抗病毒药物将高危成年人的住院风险降低了89%。</blockquote></p><p> “It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p><p><blockquote>多尔斯滕说：“你能够打破这种类型的世界纪录，同时偶然获得大满贯，这不可能只是一件随机的事情。”他在试图说明辉瑞的双重胜利：在短短10个月内开发出了一种效果惊人的Covid-19疫苗，一年后又开发出了一种同样令人惊叹的Covid-19抗病毒药物。</blockquote></p><p> Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p><p><blockquote>两年前，辉瑞（股票代码：PFE）首席执行官阿尔伯特·布尔拉（Albert Bourla）要求投资者对多尔斯滕十多年来重建的研发业务进行豪赌。这个赌注看起来比以往任何时候都更聪明。</blockquote></p><p> Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p><p><blockquote>Bourla已经摆脱了辉瑞的非专利药物部门及其最后的消费者健康产品，留下了一家纯粹的生物制药公司，该公司的生死存亡都取决于Dolsten的科学实力。</blockquote></p><p> In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p><p><blockquote>在2019年11月的一篇封面报道中，<i>巴伦周刊</i>认为布尔拉和多尔斯滕可以成功。</blockquote></p><p> The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p><p><blockquote>新的抗病毒数据再次证实了辉瑞的理由<i>巴伦周刊</i>两年前做的。然而，随着对全球疫苗分配不平等的批评越来越多，继续从大流行中获利会带来新的风险。在全球超过70亿剂疫苗中，低收入国家仅占不到1%。如果辉瑞抗病毒药物的分销继续有利于富裕国家，该公司的股票最终可能会受到影响。</blockquote></p><p> Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like&nbsp;Johnson &amp; Johnson&nbsp;(JNJ) and&nbsp;Eli Lilly&nbsp;(LLY).</p><p><blockquote>数据公布当天，辉瑞股价飙升10.9%，创下至少20年来的最佳单日表现。尽管如此，由于该股目前易手价格约为50美元，投资者继续低估该公司的价值。投资者对辉瑞的定价是明年预期收益的12倍，低于强生(JNJ)和礼来(LLY)等同行。</blockquote></p><p> The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p><p><blockquote>辉瑞的折扣可归因于对该制药商在本世纪末面临专利悬崖的担忧。该公司将失去对少数年收入数十亿美元的药物的独家经营权。</blockquote></p><p> The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p><p><blockquote>这些担忧是合理的，但辉瑞的科学政变应该让投资者相信该公司的科学能够安全地越过悬崖。市场可能需要时间才能赶上，但对于长期投资者来说，这是一个充满希望的机会。</blockquote></p><p> The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p><p><blockquote>抗病毒药物的成功是辉瑞科学实力的最佳例证。</blockquote></p><p> While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech&nbsp;BioNTech&nbsp;(BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p><p><blockquote>虽然辉瑞的新冠肺炎疫苗来自德国生物技术公司BioNTech(BNTX)的实验室，但新的新冠肺炎抗病毒药物是由多尔斯滕所说的辉瑞位于美国东北部实验室的科学家“梦之队”研制出来的。</blockquote></p><p> In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p><p><blockquote>在大流行的早期，辉瑞公司将其努力分为与BioNTech在疫苗上的合作和对新冠肺炎药丸的探索。疫苗工作规模巨大；多尔斯滕称之为横跨大西洋的“巨型团队”。</blockquote></p><p> The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p><p><blockquote>抗病毒项目规模要小得多——一组辉瑞专家利用疫苗推广剩余的资源进行运营。</blockquote></p><p> “The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p><p><blockquote>“小分子更像是一个灵活、专注于激光的高端团队，拥有相当适中的资源，”多尔斯滕说。</blockquote></p><p> Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p><p><blockquote>多尔斯滕召集了辉瑞公司一些最有经验的科学家参与抗病毒项目，其中包括药物设计主管夏洛特·阿勒顿。科学家们从辉瑞公司多年前在一种叫做蛋白酶抑制剂的抗病毒药物上所做的工作开始。</blockquote></p><p> “[Pfizer’s] pharmaceutical R&amp;D is better than people had thought.”</p><p><blockquote>“（辉瑞的）制药研发比人们想象的要好。”</blockquote></p><p> The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p><p><blockquote>然而，辉瑞文库中的蛋白酶抑制剂已经静脉内施用，并且当口服递送时效果不佳。该团队必须弄清楚如何使药物适应口服给药，这是一项艰巨的任务。</blockquote></p><p> “They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p><p><blockquote>“他们必须真正创造很多新的化学反应，”多尔斯滕说。科学家们创造了600种化合物来确定正确的药物，这个过程通常可能需要数年时间，但他们在几个月内就完成了。“在这里，四年变成了四个月，”他说。</blockquote></p><p> Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from&nbsp;Merck&nbsp;(MRK).</p><p><blockquote>辉瑞公司于三月份开始在人体中测试这种药物。该公司目前正在进行该药物的多项2/3期试验，包括一项针对高风险患者，一项针对非高风险患者，以及一项针对接触过病毒但尚未患病的患者的预防试验。在第一次读数中，该药物看起来比默克公司(MRK)的新冠治疗药物有效得多。</blockquote></p><p> “It definitely helps prove the point that [Pfizer’s] pharmaceutical R&amp;D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p><p><blockquote>Cantor Fitzgerald分析师Louise Chen表示：“这无疑有助于证明辉瑞的制药研发比人们想象的要好。”她对该股给予跑赢大盘评级，目标价为61美元。</blockquote></p><p></p><p> Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p><p><blockquote>陈表示，在Covid-19疫苗和药丸销售的持久性更加明确以及其余产品得到证实之前，她预计投资者不会接受她的想法。</blockquote></p><p> “There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p><p><blockquote>“我认为没有一个事件会引发该股下一个级别的重新评级，”她说。“在这些事情发生之前，我认为不一定会发生。”</blockquote></p><p> That makes a bet on Pfizer a long-term play. In the meantime, the experience of&nbsp;Moderna&nbsp;(MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p><p><blockquote>这使得对辉瑞的押注成为一项长期投资。与此同时，Moderna(MRNA)最近几周的经历凸显了疫苗制造商因疫苗分配不平等而受到审查的可能性。</blockquote></p><p> Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p><p><blockquote>拜登政府官员对Moderna越来越失望，呼吁该公司提高产量，以便能够以非营利价格向低收入国家提供更多剂量，一位高级官员呼吁该公司“挺身而出”。</blockquote></p><p> Moderna shares are down more than 40% over the past three months.</p><p><blockquote>Moderna股价在过去三个月下跌了40%以上。</blockquote></p><p> As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p><p><blockquote>随着疫情的持续，辉瑞面临着侵蚀大约一年前推出Covid-19疫苗时赢得的巨大商誉的风险。本月早些时候，辉瑞首席执行官布尔拉指责低收入国家疫苗分配不公平，告诉<i>巴伦周刊</i>没有下订单是他们的错。辉瑞公司已以非营利价格向美国出售了10亿剂疫苗，捐赠给贫穷国家，并表示到明年年底将向中低收入国家提供总计至少20亿剂疫苗。</blockquote></p><p> When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p><p><blockquote>在抗病毒药物方面，辉瑞仅表示将为较贫穷国家提供分级定价，与其疫苗采取的方法相同。</blockquote></p><p> That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p><p><blockquote>这与默克公司向贫穷国家提供自己的Covid-19药丸的计划形成鲜明对比。默克公司已与一个联合国支持的组织签署了一项协议，允许其药丸在全球范围内获得许可，无需向默克公司支付特许权使用费。</blockquote></p><p> Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p><p><blockquote>多尔斯滕表示，辉瑞正在考虑根据与默克类似的机制许可其药物。“我们将考虑这些选择，”他说。“我们绝不是说我们会做一些不同的事情。我们只是想确保参与其中的人都能获得这样做的建议和技能。”</blockquote></p><p> Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p><p><blockquote>这样的一步来得太快了。上月底，活动人士在布尔拉家外抗议，呼吁辉瑞分享其疫苗制造技术，并在富裕国家之前完成低收入国家的订单。</blockquote></p><p> An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p><p><blockquote>分享其抗病毒药物的积极计划将有助于避免此类批评，使辉瑞公司相对受到华盛顿的青睐，并使其令人印象深刻的科学知识继续推动股价走高。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示其研发实力雄厚。这对该股来说是一个好兆头。</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\">\nPfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示其研发实力雄厚。这对该股来说是一个好兆头。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-13 11:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pfizer’s&nbsp;chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p><p><blockquote>周一早上，辉瑞公司首席科学官米凯尔·多尔斯滕(Mikael Dolsten)接到电话时，听起来很头晕。就在几天前，他的公司宣布其Covid-19抗病毒药物将高危成年人的住院风险降低了89%。</blockquote></p><p> “It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p><p><blockquote>多尔斯滕说：“你能够打破这种类型的世界纪录，同时偶然获得大满贯，这不可能只是一件随机的事情。”他在试图说明辉瑞的双重胜利：在短短10个月内开发出了一种效果惊人的Covid-19疫苗，一年后又开发出了一种同样令人惊叹的Covid-19抗病毒药物。</blockquote></p><p> Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p><p><blockquote>两年前，辉瑞（股票代码：PFE）首席执行官阿尔伯特·布尔拉（Albert Bourla）要求投资者对多尔斯滕十多年来重建的研发业务进行豪赌。这个赌注看起来比以往任何时候都更聪明。</blockquote></p><p> Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p><p><blockquote>Bourla已经摆脱了辉瑞的非专利药物部门及其最后的消费者健康产品，留下了一家纯粹的生物制药公司，该公司的生死存亡都取决于Dolsten的科学实力。</blockquote></p><p> In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p><p><blockquote>在2019年11月的一篇封面报道中，<i>巴伦周刊</i>认为布尔拉和多尔斯滕可以成功。</blockquote></p><p> The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p><p><blockquote>新的抗病毒数据再次证实了辉瑞的理由<i>巴伦周刊</i>两年前做的。然而，随着对全球疫苗分配不平等的批评越来越多，继续从大流行中获利会带来新的风险。在全球超过70亿剂疫苗中，低收入国家仅占不到1%。如果辉瑞抗病毒药物的分销继续有利于富裕国家，该公司的股票最终可能会受到影响。</blockquote></p><p> Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like&nbsp;Johnson &amp; Johnson&nbsp;(JNJ) and&nbsp;Eli Lilly&nbsp;(LLY).</p><p><blockquote>数据公布当天，辉瑞股价飙升10.9%，创下至少20年来的最佳单日表现。尽管如此，由于该股目前易手价格约为50美元，投资者继续低估该公司的价值。投资者对辉瑞的定价是明年预期收益的12倍，低于强生(JNJ)和礼来(LLY)等同行。</blockquote></p><p> The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p><p><blockquote>辉瑞的折扣可归因于对该制药商在本世纪末面临专利悬崖的担忧。该公司将失去对少数年收入数十亿美元的药物的独家经营权。</blockquote></p><p> The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p><p><blockquote>这些担忧是合理的，但辉瑞的科学政变应该让投资者相信该公司的科学能够安全地越过悬崖。市场可能需要时间才能赶上，但对于长期投资者来说，这是一个充满希望的机会。</blockquote></p><p> The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p><p><blockquote>抗病毒药物的成功是辉瑞科学实力的最佳例证。</blockquote></p><p> While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech&nbsp;BioNTech&nbsp;(BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p><p><blockquote>虽然辉瑞的新冠肺炎疫苗来自德国生物技术公司BioNTech(BNTX)的实验室，但新的新冠肺炎抗病毒药物是由多尔斯滕所说的辉瑞位于美国东北部实验室的科学家“梦之队”研制出来的。</blockquote></p><p> In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p><p><blockquote>在大流行的早期，辉瑞公司将其努力分为与BioNTech在疫苗上的合作和对新冠肺炎药丸的探索。疫苗工作规模巨大；多尔斯滕称之为横跨大西洋的“巨型团队”。</blockquote></p><p> The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p><p><blockquote>抗病毒项目规模要小得多——一组辉瑞专家利用疫苗推广剩余的资源进行运营。</blockquote></p><p> “The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p><p><blockquote>“小分子更像是一个灵活、专注于激光的高端团队，拥有相当适中的资源，”多尔斯滕说。</blockquote></p><p> Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p><p><blockquote>多尔斯滕召集了辉瑞公司一些最有经验的科学家参与抗病毒项目，其中包括药物设计主管夏洛特·阿勒顿。科学家们从辉瑞公司多年前在一种叫做蛋白酶抑制剂的抗病毒药物上所做的工作开始。</blockquote></p><p> “[Pfizer’s] pharmaceutical R&amp;D is better than people had thought.”</p><p><blockquote>“（辉瑞的）制药研发比人们想象的要好。”</blockquote></p><p> The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p><p><blockquote>然而，辉瑞文库中的蛋白酶抑制剂已经静脉内施用，并且当口服递送时效果不佳。该团队必须弄清楚如何使药物适应口服给药，这是一项艰巨的任务。</blockquote></p><p> “They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p><p><blockquote>“他们必须真正创造很多新的化学反应，”多尔斯滕说。科学家们创造了600种化合物来确定正确的药物，这个过程通常可能需要数年时间，但他们在几个月内就完成了。“在这里，四年变成了四个月，”他说。</blockquote></p><p> Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from&nbsp;Merck&nbsp;(MRK).</p><p><blockquote>辉瑞公司于三月份开始在人体中测试这种药物。该公司目前正在进行该药物的多项2/3期试验，包括一项针对高风险患者，一项针对非高风险患者，以及一项针对接触过病毒但尚未患病的患者的预防试验。在第一次读数中，该药物看起来比默克公司(MRK)的新冠治疗药物有效得多。</blockquote></p><p> “It definitely helps prove the point that [Pfizer’s] pharmaceutical R&amp;D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p><p><blockquote>Cantor Fitzgerald分析师Louise Chen表示：“这无疑有助于证明辉瑞的制药研发比人们想象的要好。”她对该股给予跑赢大盘评级，目标价为61美元。</blockquote></p><p></p><p> Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p><p><blockquote>陈表示，在Covid-19疫苗和药丸销售的持久性更加明确以及其余产品得到证实之前，她预计投资者不会接受她的想法。</blockquote></p><p> “There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p><p><blockquote>“我认为没有一个事件会引发该股下一个级别的重新评级，”她说。“在这些事情发生之前，我认为不一定会发生。”</blockquote></p><p> That makes a bet on Pfizer a long-term play. In the meantime, the experience of&nbsp;Moderna&nbsp;(MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p><p><blockquote>这使得对辉瑞的押注成为一项长期投资。与此同时，Moderna(MRNA)最近几周的经历凸显了疫苗制造商因疫苗分配不平等而受到审查的可能性。</blockquote></p><p> Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p><p><blockquote>拜登政府官员对Moderna越来越失望，呼吁该公司提高产量，以便能够以非营利价格向低收入国家提供更多剂量，一位高级官员呼吁该公司“挺身而出”。</blockquote></p><p> Moderna shares are down more than 40% over the past three months.</p><p><blockquote>Moderna股价在过去三个月下跌了40%以上。</blockquote></p><p> As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p><p><blockquote>随着疫情的持续，辉瑞面临着侵蚀大约一年前推出Covid-19疫苗时赢得的巨大商誉的风险。本月早些时候，辉瑞首席执行官布尔拉指责低收入国家疫苗分配不公平，告诉<i>巴伦周刊</i>没有下订单是他们的错。辉瑞公司已以非营利价格向美国出售了10亿剂疫苗，捐赠给贫穷国家，并表示到明年年底将向中低收入国家提供总计至少20亿剂疫苗。</blockquote></p><p> When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p><p><blockquote>在抗病毒药物方面，辉瑞仅表示将为较贫穷国家提供分级定价，与其疫苗采取的方法相同。</blockquote></p><p> That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p><p><blockquote>这与默克公司向贫穷国家提供自己的Covid-19药丸的计划形成鲜明对比。默克公司已与一个联合国支持的组织签署了一项协议，允许其药丸在全球范围内获得许可，无需向默克公司支付特许权使用费。</blockquote></p><p> Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p><p><blockquote>多尔斯滕表示，辉瑞正在考虑根据与默克类似的机制许可其药物。“我们将考虑这些选择，”他说。“我们绝不是说我们会做一些不同的事情。我们只是想确保参与其中的人都能获得这样做的建议和技能。”</blockquote></p><p> Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p><p><blockquote>这样的一步来得太快了。上月底，活动人士在布尔拉家外抗议，呼吁辉瑞分享其疫苗制造技术，并在富裕国家之前完成低收入国家的订单。</blockquote></p><p> An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p><p><blockquote>分享其抗病毒药物的积极计划将有助于避免此类批评，使辉瑞公司相对受到华盛顿的青睐，并使其令人印象深刻的科学知识继续推动股价走高。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102251183","content_text":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.\n“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.\nTwo years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.\nBourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.\nIn a cover story in November 2019, Barron’s argued that Bourla and Dolsten could pull it off.\nThe new antiviral data reaffirms the case for Pfizer that Barron’s made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.\nPfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).\nThe Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.\nThe worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.\nThe success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.\nWhile Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.\nIn the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.\nThe antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.\n“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.\nDolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.\n“[Pfizer’s] pharmaceutical R&D is better than people had thought.”\nThe protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.\n“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.\nPfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).\n“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.\nChen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.\n“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”\nThat makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.\nBiden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”\nModerna shares are down more than 40% over the past three months.\nAs the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling Barron’s that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.\nWhen it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.\nThat contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.\nDolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”\nSuch a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.\nAn aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.","news_type":1,"symbols_score_info":{"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844207846,"gmtCreate":1636427389246,"gmtModify":1636427470360,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844207846","repostId":"1159217342","repostType":4,"repost":{"id":"1159217342","kind":"news","pubTimestamp":1636425020,"share":"https://www.laohu8.com/m/news/1159217342?lang=zh_CN&edition=full","pubTime":"2021-11-09 10:30","market":"hk","language":"en","title":"AMC Weighs Own Cryptocurrency in Nod to Meme Investors<blockquote>AMC权衡自己的加密货币以向Meme投资者致敬</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159217342","media":"Yahoo Finance","summary":"(Bloomberg) -- AMC Entertainment Holdings Inc., the world’s largest theater chain, is exploring the ","content":"<p><div> (Bloomberg) -- AMC Entertainment Holdings Inc., the world’s largest theater chain, is exploring the creation of its own cryptocurrency in a fresh nod to the meme investors who have sent its stock ...</p><p><blockquote><div>（彭博）-全球最大的连锁影院AMC院线控股公司正在探索创建自己的加密货币，这是对发送其股票的迷因投资者的新认可...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/amc-theaters-weighs-launching-cryptocurrency-230142688.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/amc-theaters-weighs-launching-cryptocurrency-230142688.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_sg","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>AMC Weighs Own Cryptocurrency in Nod to Meme Investors<blockquote>AMC权衡自己的加密货币以向Meme投资者致敬</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\">\nAMC Weighs Own Cryptocurrency in Nod to Meme Investors<blockquote>AMC权衡自己的加密货币以向Meme投资者致敬</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-11-09 10:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> (Bloomberg) -- AMC Entertainment Holdings Inc., the world’s largest theater chain, is exploring the creation of its own cryptocurrency in a fresh nod to the meme investors who have sent its stock ...</p><p><blockquote><div>（彭博）-全球最大的连锁影院AMC院线控股公司正在探索创建自己的加密货币，这是对发送其股票的迷因投资者的新认可...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/amc-theaters-weighs-launching-cryptocurrency-230142688.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/amc-theaters-weighs-launching-cryptocurrency-230142688.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/amc-theaters-weighs-launching-cryptocurrency-230142688.html\">Yahoo Finance</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":{"ISBC":"投资者银行","AMC":"AMC院线"},"source_url":"https://finance.yahoo.com/news/amc-theaters-weighs-launching-cryptocurrency-230142688.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159217342","content_text":"(Bloomberg) -- AMC Entertainment Holdings Inc., the world’s largest theater chain, is exploring the creation of its own cryptocurrency in a fresh nod to the meme investors who have sent its stock soaring over 2,000% this year.\nThe company is also talking with Hollywood studios about creating commemorative nonfungible tokens, or NFTs, related to major films.\n“This is the 21st century after all,” Chief Executive Officer Adam Aron said Monday on a call with investors after reporting third-quarter results.\nWith AMC’s shares surging thanks to an army of day-trading small investors, Aron has seized on the company’s sudden popularity. He’s engaged with shareholders on social media, polled them for new business ideas and last week said he’ll sell popcorn-to-go from mall-based stores.\nThe Leawood, Kansas-based-based company started accepting cryptocurrency for gift cards and is working on taking the payments on its website and mobile app, Aron said. AMC previously said it would take Bitcoin and Ethereum by year-end. Now it’s working to process Dogecoin and is exploring accepting Shiba Inu, too.\nShares of AMC slumped as much as 6.7% to $42.06 in extended trading.\nInvestors may have zeroed in on a couple shortcomings in AMC’s quarterly results, according to Alicia Reese, an analyst at Wedbush Securities. Its domestic market share declined in the third quarter after gains in the first half of the year, she said.\nAdjusted Loss\nAMC reported an adjusted third-quarter loss of $5.4 million before interest, taxes, depreciation and amortization. Late last week, rival operator Cinemark Holdings Inc. posted positive results on that basis.\n“Its domestic Ebitda is still trending negatively, offset by a strong performance and better profitability in its international markets,” Reese said in an email.\nTheater owners are climbing out of a deep hole caused by the coronavirus pandemic, with fans reluctant to turn out and many newer movies available for streaming at home. Last week, Walt Disney Co. released a new Marvel movie that failed to meet conservative estimates tempered by Covid-19.\nAMC’s third-quarter sales totaled $763.2 million, beating the $708.3 million average of analysts’ estimates. AMC posted a loss of 44 cents a share, excluding some items, better than analysts’ expectations for a 53-cent loss.\nThe revenue marked the best quarterly result since the first period of last year. Theaters are mostly reopened now following Covid-prompted closures. Still, movie attendance -- while much improved -- hasn’t returned to levels seen before March 2020.\n(A prior version of this story had a chart with erroneous data.)","news_type":1,"symbols_score_info":{"AMC":0.9,"ISBC":0.9}},"isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":876954930,"gmtCreate":1637251618814,"gmtModify":1637253749557,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Gg i bought at 40 when market open. Fml","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Gg i bought at 40 when market open. Fml","text":"$Sono Group N.V.(SEV)$Gg i bought at 40 when market open. Fml","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":34,"commentSize":24,"repostSize":0,"link":"https://laohu8.com/post/876954930","isVote":1,"tweetType":1,"viewCount":2961,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088972556421510","authorId":"4088972556421510","name":"最近满地是坑","avatar":"https://static.tigerbbs.com/948c089818d4e7dc735d11b260333f8e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4088972556421510","idStr":"4088972556421510"},"content":"一样的。后来跳水的时候，止损，我出货一大半45降到36的时候，出了一大半，才5分钟的时间内，就玩大跳水。还剩一点。","text":"一样的。后来跳水的时候，止损，我出货一大半45降到36的时候，出了一大半，才5分钟的时间内，就玩大跳水。还剩一点。","html":"一样的。后来跳水的时候，止损，我出货一大半45降到36的时候，出了一大半，才5分钟的时间内，就玩大跳水。还剩一点。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872939978,"gmtCreate":1637386698899,"gmtModify":1637712389697,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Guys, listen.&nbsp;This is my weekly quote of HKD Razer. When Ifirst bought in at 1.96, it dipped and dipped until 1.59 and never rose for a single day. Sure, I had a ton of curse words and negative emotions, thinking that its a stock i shouldnt have bought.&nbsp;Then i remembered that I&nbsp;bought the stock because i love the brand and what they do. Same goes for SEV. If you love their market proposition, and believe in what they do, just hold it.After holding Razer&nbsp;for so long, it finally flipped and now stands at 2.83 (44%?). And I believe SEV will rise too.&nbsp;I&nbsp;","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Guys, listen.&nbsp;This is my weekly quote of HKD Razer. When Ifirst bought in at 1.96, it dipped and dipped until 1.59 and never rose for a single day. Sure, I had a ton of curse words and negative emotions, thinking that its a stock i shouldnt have bought.&nbsp;Then i remembered that I&nbsp;bought the stock because i love the brand and what they do. Same goes for SEV. If you love their market proposition, and believe in what they do, just hold it.After holding Razer&nbsp;for so long, it finally flipped and now stands at 2.83 (44%?). And I believe SEV will rise too.&nbsp;I&nbsp;","text":"$Sono Group N.V.(SEV)$Guys, listen. This is my weekly quote of HKD Razer. When Ifirst bought in at 1.96, it dipped and dipped until 1.59 and never rose for a single day. Sure, I had a ton of curse words and negative emotions, thinking that its a stock i shouldnt have bought. Then i remembered that I bought the stock because i love the brand and what they do. Same goes for SEV. If you love their market proposition, and believe in what they do, just hold it.After holding Razer for so long, it finally flipped and now stands at 2.83 (44%?). And I believe SEV will rise too. I","images":[{"img":"https://static.tigerbbs.com/a40e80b9f71377a63d35298dcdadc276","width":"1170","height":"2532"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":19,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/872939978","isVote":1,"tweetType":1,"viewCount":1979,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3566385558470298","idStr":"3566385558470298"},"content":"this company has a technology that no other have. hold it and see its potential in 1 to 2 years time. Those who have faith in it's technology will hold.","text":"this company has a technology that no other have. hold it and see its potential in 1 to 2 years time. Those who have faith in it's technology will hold.","html":"this company has a technology that no other have. hold it and see its potential in 1 to 2 years time. Those who have faith in it's technology will hold."},{"author":{"id":"9000000000000190","authorId":"9000000000000190","name":"JoshuaAlexander","avatar":"https://static.tigerbbs.com/4251b0865bcc1b377ea2bcfe346610fa","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000190","idStr":"9000000000000190"},"content":"Do not sell, on hold will be get profit","text":"Do not sell, on hold will be get profit","html":"Do not sell, on hold will be get profit"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":876805123,"gmtCreate":1637287612957,"gmtModify":1637287613160,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Dont worry guys and girls, just average down your costs. We all win and lose in trades.","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Dont worry guys and girls, just average down your costs. We all win and lose in trades.","text":"$Sono Group N.V.(SEV)$Dont worry guys and girls, just average down your costs. We all win and lose in trades.","images":[{"img":"https://static.tigerbbs.com/20d57d2f95f89e3af4c02bb8f3da57ea","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/876805123","isVote":1,"tweetType":1,"viewCount":943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":609223657,"gmtCreate":1638287081833,"gmtModify":1638287082296,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Diamond hands + Environmentalist = HODL.&nbsp;","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Diamond hands + Environmentalist = HODL.&nbsp;","text":"$Sono Group N.V.(SEV)$Diamond hands + Environmentalist = HODL.","images":[{"img":"https://static.tigerbbs.com/d1e9a8024a19161474ec9d1876828717","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609223657","isVote":1,"tweetType":1,"viewCount":4138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":877654779,"gmtCreate":1637929225329,"gmtModify":1637929225464,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>What a ride guys. From $55 to $17 wow wow wow","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>What a ride guys. From $55 to $17 wow wow wow","text":"$Sono Group N.V.(SEV)$What a ride guys. From $55 to $17 wow wow wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877654779","isVote":1,"tweetType":1,"viewCount":3815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601990582,"gmtCreate":1638469739386,"gmtModify":1638469739566,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>My Lord, what shall we do?&nbsp;","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>My Lord, what shall we do?&nbsp;","text":"$Grab Holdings(GRAB)$My Lord, what shall we do?","images":[{"img":"https://static.tigerbbs.com/620d0620ddd78e135b861ed7c05afb4d","width":"854","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601990582","isVote":1,"tweetType":1,"viewCount":4205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":874293018,"gmtCreate":1637776886561,"gmtModify":1637777084851,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Every day red lmao","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Every day red lmao","text":"$Sono Group N.V.(SEV)$Every day red lmao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/874293018","isVote":1,"tweetType":1,"viewCount":1518,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3566385558470298","idStr":"3566385558470298"},"content":"https://seekingalpha.com/article/4471655-sono-motors-ipo-review","text":"https://seekingalpha.com/article/4471655-sono-motors-ipo-review","html":"https://seekingalpha.com/article/4471655-sono-motors-ipo-review"},{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3566385558470298","idStr":"3566385558470298"},"content":"now US ppl go holiday. hold and wait.","text":"now US ppl go holiday. hold and wait.","html":"now US ppl go holiday. hold and wait."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828116873,"gmtCreate":1633863414836,"gmtModify":1633863414911,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"Yes pls increase profits","listText":"Yes pls increase profits","text":"Yes pls increase profits","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/828116873","repostId":"1194780749","repostType":4,"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871117418,"gmtCreate":1637036258682,"gmtModify":1637036258816,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"Knew it.. found it kinda sus how it went from 200 to 300 in 2 weeks.&nbsp;Or maybe thats the salt in me talking, cause I wanted to buy at $195 when it was there but didnt have the extra cash","listText":"Knew it.. found it kinda sus how it went from 200 to 300 in 2 weeks.&nbsp;Or maybe thats the salt in me talking, cause I wanted to buy at $195 when it was there but didnt have the extra cash","text":"Knew it.. found it kinda sus how it went from 200 to 300 in 2 weeks. Or maybe thats the salt in me talking, cause I wanted to buy at $195 when it was there but didnt have the extra cash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871117418","repostId":"1160740007","repostType":4,"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843415339,"gmtCreate":1635849679980,"gmtModify":1635849680071,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"Inspiring story but Im not a CEO of a company","listText":"Inspiring story but Im not a CEO of a company","text":"Inspiring story but Im not a CEO of a company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/843415339","repostId":"1167795347","repostType":4,"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853849500,"gmtCreate":1634792116049,"gmtModify":1634792117146,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853849500","repostId":"1182684267","repostType":4,"repost":{"id":"1182684267","kind":"news","pubTimestamp":1634788845,"share":"https://www.laohu8.com/m/news/1182684267?lang=zh_CN&edition=full","pubTime":"2021-10-21 12:00","market":"us","language":"en","title":"Investing in the Cloud: Consider Cloudflare and Digital Ocean<blockquote>投资云：考虑Cloudflare和Digital Ocean</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182684267","media":"TheStreet","summary":"Cloud-software growth stocks have been a bright spot in an uncertain market. Investors might look cl","content":"<p>Cloud-software growth stocks have been a bright spot in an uncertain market. Investors might look closely at Cloudflare and Digital Ocean.</p><p><blockquote>云软件成长型股票一直是不确定市场中的一个亮点。投资者可能会密切关注Cloudflare和Digital Ocean。</blockquote></p><p> Cloud-software growth stocks have been a bright spot in an uncertain market.</p><p><blockquote>云软件成长型股票一直是不确定市场中的一个亮点。</blockquote></p><p> Two in particular -- Cloudflare&nbsp;and DigitalOcean&nbsp;-- continue to attract buyers and could be in for even more upside.</p><p><blockquote>尤其是Cloudflare和DigitalOcean这两个公司继续吸引买家，并且可能会有更大的上涨空间。</blockquote></p><p> Given secular growth trends like businesses moving their workloads to the cloud and increasing demand for edge computing, cloud computing could be one of the tech sector's most lucrative areas during the next decade,</p><p><blockquote>鉴于企业将工作负载转移到云以及对边缘计算需求不断增加等长期增长趋势，云计算可能是未来十年科技行业最赚钱的领域之一，</blockquote></p><p> There’s a lot for investors to like about&nbsp;Cloudflare and DigitalOcean.&nbsp;Let’s take a deeper look at what makes them stand out.</p><p><blockquote>投资者喜欢Cloudflare和DigitalOcean的很多地方。让我们更深入地了解是什么让它们脱颖而出。</blockquote></p><p> <b>Cloudflare</b></p><p><blockquote><b>Cloudflare</b></blockquote></p><p> After a late September decline, the stock of Cloudflare, which might just be the market leader in the cloud software space,&nbsp;has essentially gone parabolic.</p><p><blockquote>经过9月下旬的下跌后，Cloudflare的股价（可能只是云软件领域的市场领导者）基本上已经呈抛物线状。</blockquote></p><p> The San Francisco company, a global cloud-services provider offering products that can strengthen network security and improve the performance of internet applications, has delivered revenue at a compounded annual growth rate of 50% from fiscal 2016 through fiscal 2020.</p><p><blockquote>这家总部位于旧金山的公司是一家全球云服务提供商，提供可以加强网络安全和提高互联网应用程序性能的产品，从2016财年到2020财年，其收入的复合年增长率为50%。</blockquote></p><p> What really helps Cloudflare stand out in the crowded software growth space is how the company uses edge computing.</p><p><blockquote>真正帮助Cloudflare在拥挤的软件增长领域脱颖而出的是该公司如何使用边缘计算。</blockquote></p><p> Cloudflare defines this as “a networking philosophy focused on bringing computing as close to the source of data as possible in order to reduce latency and bandwidth use.</p><p><blockquote>Cloudflare将其定义为“一种网络理念，专注于使计算尽可能靠近数据源，以减少延迟和带宽使用。</blockquote></p><p> \"In simpler terms, edge computing means running fewer processes in the cloud and moving those processes to local places, such as on a user’s computer, an [internet of things] device, or an edge server.”</p><p><blockquote>“简单来说，边缘计算意味着在云中运行更少的进程，并将这些进程移动到本地，例如在用户的计算机、[物联网]设备或边缘服务器上。”</blockquote></p><p> Companies can take advantage of Cloudflare’s products and services without having to add any new hardware or update code. That means it’s one of the most convenient ways to instantly improve the performance of their internet applications.</p><p><blockquote>公司无需添加任何新硬件或更新代码即可利用Cloudflare的产品和服务。这意味着这是立即提高互联网应用程序性能的最便捷方法之一。</blockquote></p><p> Websites powered by Cloudflare have all web traffic sent through the company’s intelligent global network. The company claims to block an average of 87 billion cyber threats each day.</p><p><blockquote>由Cloudflare提供支持的网站的所有web流量都通过该公司的智能全球网络发送。该公司声称平均每天阻止870亿次网络威胁。</blockquote></p><p> About a fifth (19%) of the Fortune 1000 are currently using Cloudflare to power their internet requests.</p><p><blockquote>大约五分之一（19%）的财富1000强企业目前正在使用Cloudflare来支持他们的互联网请求。</blockquote></p><p> While the company is still working toward profitability, the recent price action tells investors that institutional investors are scooping up the shares.</p><p><blockquote>虽然该公司仍在努力实现盈利，但最近的价格走势告诉投资者，机构投资者正在买入股票。</blockquote></p><p> The stock has more than doubled this year and leaped 60% this month. Cloudflare rose 7.8% on Monday after&nbsp;it unveiled a collaboration with Microsoft&nbsp;and other search-engine providers to provide more timely and relevant search results.</p><p><blockquote>该股今年上涨了一倍多，本月上涨了60%。Cloudflare周一上涨7.8%，此前该公司宣布与微软和其他搜索引擎提供商合作，提供更及时、更相关的搜索结果。</blockquote></p><p> After the rally, investors interested in adding exposure to one of the top cloud software names should keep an eye on Cloudflare for pullbacks or consolidation.</p><p><blockquote>反弹后，有兴趣增加对顶级云软件公司之一的投资的投资者应密切关注Cloudflare的回调或整合。</blockquote></p><p> <b>DigitalOcean</b></p><p><blockquote><b>数字海洋</b></blockquote></p><p> Digital Ocean is another cloud software stock that's more than doubled -- this time since making its public debut in April.</p><p><blockquote>Digital Ocean是另一只自4月份首次公开亮相以来股价上涨了一倍多的云软件股票。</blockquote></p><p> The New York company has a rapidly growing customer base in a niche area of the cloud industry.</p><p><blockquote>这家纽约公司在云行业的利基领域拥有快速增长的客户群。</blockquote></p><p> Unlike massive cloud platform providers like Amazon&nbsp;Web Services and Microsoft Azure, DigitalOcean focuses on providing infrastructure and platform tools for small and medium-sized businesses, an underserved area of the market.</p><p><blockquote>与Amazon Web Services和微软Azure等大型云平台提供商不同，DigitalOcean专注于为中小型企业提供基础设施和平台工具，这是市场上服务不足的领域。</blockquote></p><p> These smaller companies don’t necessarily need all the expensive and complicated bells and whistles the larger providers offer.</p><p><blockquote>这些较小的公司不一定需要较大供应商提供的所有昂贵而复杂的花哨功能。</blockquote></p><p> Digital Ocean instead offers simplified cloud-based products -- including droplets, databases and app platforms -- at reasonable and transparent prices,&nbsp;which are a huge draw for almost any business today.</p><p><blockquote>相反，Digital Ocean以合理透明的价格提供简化的基于云的产品，包括droplets、数据库和应用平台，这对当今几乎所有企业都具有巨大的吸引力。</blockquote></p><p> In Q2, DigitalOcean surpassed 600,000 total customers, up 9% year over year. Companies are sticking with Digital Ocean's offerings, given that the company’s&nbsp;net dollar retention rate&nbsp;more than doubled (up 113%) during the second quarter.</p><p><blockquote>第二季度，DigitalOcean的客户总数超过60万，同比增长9%。鉴于该公司第二季度的净美元保留率增加了一倍多（增长113%），公司仍坚持使用Digital Ocean的产品。</blockquote></p><p> Also worth noting: DigitalOcean's revenue growth is accelerating while its net losses are narrowing.</p><p><blockquote>另外值得注意的是：DigitalOcean的收入增长正在加速，而净亏损正在收窄。</blockquote></p><p> With annual recurring revenue growing 25% or more over the past four quarters and recently boosted full-year guidance, investors would do well to research and review DigitalOcean.</p><p><blockquote>随着过去四个季度的年度经常性收入增长25%或更多，并且最近提高了全年指引，投资者最好研究和审查DigitalOcean。</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>Investing in the Cloud: Consider Cloudflare and Digital Ocean<blockquote>投资云：考虑Cloudflare和Digital Ocean</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\">\nInvesting in the Cloud: Consider Cloudflare and Digital Ocean<blockquote>投资云：考虑Cloudflare和Digital Ocean</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-21 12:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cloud-software growth stocks have been a bright spot in an uncertain market. Investors might look closely at Cloudflare and Digital Ocean.</p><p><blockquote>云软件成长型股票一直是不确定市场中的一个亮点。投资者可能会密切关注Cloudflare和Digital Ocean。</blockquote></p><p> Cloud-software growth stocks have been a bright spot in an uncertain market.</p><p><blockquote>云软件成长型股票一直是不确定市场中的一个亮点。</blockquote></p><p> Two in particular -- Cloudflare&nbsp;and DigitalOcean&nbsp;-- continue to attract buyers and could be in for even more upside.</p><p><blockquote>尤其是Cloudflare和DigitalOcean这两个公司继续吸引买家，并且可能会有更大的上涨空间。</blockquote></p><p> Given secular growth trends like businesses moving their workloads to the cloud and increasing demand for edge computing, cloud computing could be one of the tech sector's most lucrative areas during the next decade,</p><p><blockquote>鉴于企业将工作负载转移到云以及对边缘计算需求不断增加等长期增长趋势，云计算可能是未来十年科技行业最赚钱的领域之一，</blockquote></p><p> There’s a lot for investors to like about&nbsp;Cloudflare and DigitalOcean.&nbsp;Let’s take a deeper look at what makes them stand out.</p><p><blockquote>投资者喜欢Cloudflare和DigitalOcean的很多地方。让我们更深入地了解是什么让它们脱颖而出。</blockquote></p><p> <b>Cloudflare</b></p><p><blockquote><b>Cloudflare</b></blockquote></p><p> After a late September decline, the stock of Cloudflare, which might just be the market leader in the cloud software space,&nbsp;has essentially gone parabolic.</p><p><blockquote>经过9月下旬的下跌后，Cloudflare的股价（可能只是云软件领域的市场领导者）基本上已经呈抛物线状。</blockquote></p><p> The San Francisco company, a global cloud-services provider offering products that can strengthen network security and improve the performance of internet applications, has delivered revenue at a compounded annual growth rate of 50% from fiscal 2016 through fiscal 2020.</p><p><blockquote>这家总部位于旧金山的公司是一家全球云服务提供商，提供可以加强网络安全和提高互联网应用程序性能的产品，从2016财年到2020财年，其收入的复合年增长率为50%。</blockquote></p><p> What really helps Cloudflare stand out in the crowded software growth space is how the company uses edge computing.</p><p><blockquote>真正帮助Cloudflare在拥挤的软件增长领域脱颖而出的是该公司如何使用边缘计算。</blockquote></p><p> Cloudflare defines this as “a networking philosophy focused on bringing computing as close to the source of data as possible in order to reduce latency and bandwidth use.</p><p><blockquote>Cloudflare将其定义为“一种网络理念，专注于使计算尽可能靠近数据源，以减少延迟和带宽使用。</blockquote></p><p> \"In simpler terms, edge computing means running fewer processes in the cloud and moving those processes to local places, such as on a user’s computer, an [internet of things] device, or an edge server.”</p><p><blockquote>“简单来说，边缘计算意味着在云中运行更少的进程，并将这些进程移动到本地，例如在用户的计算机、[物联网]设备或边缘服务器上。”</blockquote></p><p> Companies can take advantage of Cloudflare’s products and services without having to add any new hardware or update code. That means it’s one of the most convenient ways to instantly improve the performance of their internet applications.</p><p><blockquote>公司无需添加任何新硬件或更新代码即可利用Cloudflare的产品和服务。这意味着这是立即提高互联网应用程序性能的最便捷方法之一。</blockquote></p><p> Websites powered by Cloudflare have all web traffic sent through the company’s intelligent global network. The company claims to block an average of 87 billion cyber threats each day.</p><p><blockquote>由Cloudflare提供支持的网站的所有web流量都通过该公司的智能全球网络发送。该公司声称平均每天阻止870亿次网络威胁。</blockquote></p><p> About a fifth (19%) of the Fortune 1000 are currently using Cloudflare to power their internet requests.</p><p><blockquote>大约五分之一（19%）的财富1000强企业目前正在使用Cloudflare来支持他们的互联网请求。</blockquote></p><p> While the company is still working toward profitability, the recent price action tells investors that institutional investors are scooping up the shares.</p><p><blockquote>虽然该公司仍在努力实现盈利，但最近的价格走势告诉投资者，机构投资者正在买入股票。</blockquote></p><p> The stock has more than doubled this year and leaped 60% this month. Cloudflare rose 7.8% on Monday after&nbsp;it unveiled a collaboration with Microsoft&nbsp;and other search-engine providers to provide more timely and relevant search results.</p><p><blockquote>该股今年上涨了一倍多，本月上涨了60%。Cloudflare周一上涨7.8%，此前该公司宣布与微软和其他搜索引擎提供商合作，提供更及时、更相关的搜索结果。</blockquote></p><p> After the rally, investors interested in adding exposure to one of the top cloud software names should keep an eye on Cloudflare for pullbacks or consolidation.</p><p><blockquote>反弹后，有兴趣增加对顶级云软件公司之一的投资的投资者应密切关注Cloudflare的回调或整合。</blockquote></p><p> <b>DigitalOcean</b></p><p><blockquote><b>数字海洋</b></blockquote></p><p> Digital Ocean is another cloud software stock that's more than doubled -- this time since making its public debut in April.</p><p><blockquote>Digital Ocean是另一只自4月份首次公开亮相以来股价上涨了一倍多的云软件股票。</blockquote></p><p> The New York company has a rapidly growing customer base in a niche area of the cloud industry.</p><p><blockquote>这家纽约公司在云行业的利基领域拥有快速增长的客户群。</blockquote></p><p> Unlike massive cloud platform providers like Amazon&nbsp;Web Services and Microsoft Azure, DigitalOcean focuses on providing infrastructure and platform tools for small and medium-sized businesses, an underserved area of the market.</p><p><blockquote>与Amazon Web Services和微软Azure等大型云平台提供商不同，DigitalOcean专注于为中小型企业提供基础设施和平台工具，这是市场上服务不足的领域。</blockquote></p><p> These smaller companies don’t necessarily need all the expensive and complicated bells and whistles the larger providers offer.</p><p><blockquote>这些较小的公司不一定需要较大供应商提供的所有昂贵而复杂的花哨功能。</blockquote></p><p> Digital Ocean instead offers simplified cloud-based products -- including droplets, databases and app platforms -- at reasonable and transparent prices,&nbsp;which are a huge draw for almost any business today.</p><p><blockquote>相反，Digital Ocean以合理透明的价格提供简化的基于云的产品，包括droplets、数据库和应用平台，这对当今几乎所有企业都具有巨大的吸引力。</blockquote></p><p> In Q2, DigitalOcean surpassed 600,000 total customers, up 9% year over year. Companies are sticking with Digital Ocean's offerings, given that the company’s&nbsp;net dollar retention rate&nbsp;more than doubled (up 113%) during the second quarter.</p><p><blockquote>第二季度，DigitalOcean的客户总数超过60万，同比增长9%。鉴于该公司第二季度的净美元保留率增加了一倍多（增长113%），公司仍坚持使用Digital Ocean的产品。</blockquote></p><p> Also worth noting: DigitalOcean's revenue growth is accelerating while its net losses are narrowing.</p><p><blockquote>另外值得注意的是：DigitalOcean的收入增长正在加速，而净亏损正在收窄。</blockquote></p><p> With annual recurring revenue growing 25% or more over the past four quarters and recently boosted full-year guidance, investors would do well to research and review DigitalOcean.</p><p><blockquote>随着过去四个季度的年度经常性收入增长25%或更多，并且最近提高了全年指引，投资者最好研究和审查DigitalOcean。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/investing-in-the-cloud-consider-cloudflare-digitalocean\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc.","DOCN":"DigitalOcean Holdings, Inc."},"source_url":"https://www.thestreet.com/investing/investing-in-the-cloud-consider-cloudflare-digitalocean","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182684267","content_text":"Cloud-software growth stocks have been a bright spot in an uncertain market. Investors might look closely at Cloudflare and Digital Ocean.\nCloud-software growth stocks have been a bright spot in an uncertain market.\nTwo in particular -- Cloudflare and DigitalOcean -- continue to attract buyers and could be in for even more upside.\nGiven secular growth trends like businesses moving their workloads to the cloud and increasing demand for edge computing, cloud computing could be one of the tech sector's most lucrative areas during the next decade,\nThere’s a lot for investors to like about Cloudflare and DigitalOcean. Let’s take a deeper look at what makes them stand out.\nCloudflare\nAfter a late September decline, the stock of Cloudflare, which might just be the market leader in the cloud software space, has essentially gone parabolic.\nThe San Francisco company, a global cloud-services provider offering products that can strengthen network security and improve the performance of internet applications, has delivered revenue at a compounded annual growth rate of 50% from fiscal 2016 through fiscal 2020.\nWhat really helps Cloudflare stand out in the crowded software growth space is how the company uses edge computing.\nCloudflare defines this as “a networking philosophy focused on bringing computing as close to the source of data as possible in order to reduce latency and bandwidth use.\n\"In simpler terms, edge computing means running fewer processes in the cloud and moving those processes to local places, such as on a user’s computer, an [internet of things] device, or an edge server.”\nCompanies can take advantage of Cloudflare’s products and services without having to add any new hardware or update code. That means it’s one of the most convenient ways to instantly improve the performance of their internet applications.\nWebsites powered by Cloudflare have all web traffic sent through the company’s intelligent global network. The company claims to block an average of 87 billion cyber threats each day.\nAbout a fifth (19%) of the Fortune 1000 are currently using Cloudflare to power their internet requests.\nWhile the company is still working toward profitability, the recent price action tells investors that institutional investors are scooping up the shares.\nThe stock has more than doubled this year and leaped 60% this month. Cloudflare rose 7.8% on Monday after it unveiled a collaboration with Microsoft and other search-engine providers to provide more timely and relevant search results.\nAfter the rally, investors interested in adding exposure to one of the top cloud software names should keep an eye on Cloudflare for pullbacks or consolidation.\nDigitalOcean\nDigital Ocean is another cloud software stock that's more than doubled -- this time since making its public debut in April.\nThe New York company has a rapidly growing customer base in a niche area of the cloud industry.\nUnlike massive cloud platform providers like Amazon Web Services and Microsoft Azure, DigitalOcean focuses on providing infrastructure and platform tools for small and medium-sized businesses, an underserved area of the market.\nThese smaller companies don’t necessarily need all the expensive and complicated bells and whistles the larger providers offer.\nDigital Ocean instead offers simplified cloud-based products -- including droplets, databases and app platforms -- at reasonable and transparent prices, which are a huge draw for almost any business today.\nIn Q2, DigitalOcean surpassed 600,000 total customers, up 9% year over year. Companies are sticking with Digital Ocean's offerings, given that the company’s net dollar retention rate more than doubled (up 113%) during the second quarter.\nAlso worth noting: DigitalOcean's revenue growth is accelerating while its net losses are narrowing.\nWith annual recurring revenue growing 25% or more over the past four quarters and recently boosted full-year guidance, investors would do well to research and review DigitalOcean.","news_type":1,"symbols_score_info":{"DOCN":0.9,"NET":0.9}},"isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811712431,"gmtCreate":1630349914923,"gmtModify":1704958900674,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"Please like for me to get coin","listText":"Please like for me to get coin","text":"Please like for me to get coin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/811712431","repostId":"1170785593","repostType":4,"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":848910907,"gmtCreate":1635952990720,"gmtModify":1635952991006,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/848910907","repostId":"1104978344","repostType":4,"repost":{"id":"1104978344","kind":"news","pubTimestamp":1635951753,"share":"https://www.laohu8.com/m/news/1104978344?lang=zh_CN&edition=full","pubTime":"2021-11-03 23:02","market":"us","language":"en","title":"Coinbase is testing a subscription service with zero trading fees and prioritized support<blockquote>Coinbase正在测试零交易费用和优先支持的订阅服务</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104978344","media":"The Block","summary":"Quick Take\n\nCoinbase is testing out a new subscription service, dubbed Coinbase One\nThe service woul","content":"<p><b>Quick Take</b></p><p><blockquote><b>快速拍摄</b></blockquote></p><p> <ul>  <li>Coinbase is testing out a new subscription service, dubbed Coinbase One</li>  <li>The service would give users access to more features such as zero-fee trading</li> </ul> <img src=\"https://static.tigerbbs.com/4a59d42d087a62c590a01664f400354d\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>Coinbase正在测试一项新的订阅服务，称为Coinbase One</li><li>该服务将为用户提供更多功能，例如零费用交易</li></ul></blockquote></p><p> Crypto exchange Coinbase is testing a new subscription-based service that would give users access to enhanced features, according to materials reviewed by The Block.</p><p><blockquote>根据Block审查的材料，加密货币交易所Coinbase正在测试一项新的基于订阅的服务，该服务将为用户提供增强的功能。</blockquote></p><p> Dubbed Coinbase One, the subscription product will be offered to a small number of users to start. Benefits include zero-fee trading and prioritized phone support \"even on holidays and weekends.\"</p><p><blockquote>该订阅产品被称为Coinbase One，将向少数用户提供。好处包括零费用交易和优先电话支持，“即使在假期和周末”。</blockquote></p><p> The launch of a subscription service could help Coinbase diversify its retail business, which derives most of its revenue from transaction fees. It's not clear at this time how much Coinbase will charge for the new service.</p><p><blockquote>订阅服务的推出可以帮助Coinbase实现零售业务多元化，该业务的大部分收入来自交易费。目前尚不清楚Coinbase将对这项新服务收取多少费用。</blockquote></p><p> Coinbase is also planning to include added account protection, according to a screenshot of the page that outlines the types of benefits being offered.</p><p><blockquote>根据概述所提供福利类型的页面截图，Coinbase还计划增加账户保护。</blockquote></p><p> \"If any funds in your Coinbase account are stolen by someone you don't know due to an account takeover, you may be eligible for a reimbursement of up to $1 million in losses,\" the exchange noted.</p><p><blockquote>该交易所指出：“如果您的Coinbase账户中的任何资金因账户接管而被您不认识的人窃取，您可能有资格获得最高100万美元的损失赔偿。”</blockquote></p><p> \"Coinbase has started testing a subscription product for our customers,\" a spokesperson at the firm said in a statement. \"Customers in the test group will have the ability to buy, sell, and convert digital currencies on the Coinbase platform without a Coinbase fee for each trade (spread fees still apply). We’re always looking to learn more about how we can best serve our customers in different ways. Right now we are still in early stages so everything about the future product experience will be shaped by the feedback we receive from our users.\"</p><p><blockquote>“Coinbase已开始为我们的客户测试订阅产品，”该公司发言人在一份声明中表示。“测试组的客户将能够在Coinbase平台上购买、出售和兑换数字货币，而无需为每笔交易支付Coinbase费用（价差费用仍然适用）。我们一直在寻求更多地了解我们如何能够以不同的方式最好地为我们的客户服务。目前我们仍处于早期阶段，因此有关未来产品体验的一切都将由我们从用户那里收到的反馈决定。”</blockquote></p><p> In a sense, Coinbase is taking a leaf from the playbook of other retail-oriented brokerage firms. For example, Robinhood offers a service dubbed Robinhood Gold, a&nbsp;monthly subscriptions&nbsp;ervice that gives users access to higher-quality market data and margin investing.</p><p><blockquote>从某种意义上说，Coinbase正在借鉴其他零售经纪公司的做法。例如，Robinhood提供一项名为Robinhood Gold的服务，这是一项按月订阅服务，让用户能够访问更高质量的市场数据和保证金投资。</blockquote></p><p> The plan also fits into a broader effort at Coinbase to diversify its business lines, something that chief financial officer Alesia Haas discussed in an interview with The Block while the firm was undertaking a direct stock listing.</p><p><blockquote>该计划也符合Coinbase实现业务线多元化的更广泛努力，首席财务官阿莱西亚·哈斯(Alesia Haas)在该公司进行直接股票上市时接受The Block采访时讨论了这一点。</blockquote></p><p> \"We are focused on the long-term where we will continue to diversify our offerings,\" Haas said at the time. \"Today we are primarily investing, but interestingly enough, we’re seeing over 20% of users engaging with multiple products - from staking to earning, and borrowing/lending.\"</p><p><blockquote>哈斯当时表示：“我们着眼于长期，将继续实现产品多元化。”“今天我们主要是投资，但有趣的是，我们看到超过20%的用户参与多种产品——从质押到赚钱，再到借贷。”</blockquote></p><p></p>","source":"lsy1635951693837","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>Coinbase is testing a subscription service with zero trading fees and prioritized support<blockquote>Coinbase正在测试零交易费用和优先支持的订阅服务</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\">\nCoinbase is testing a subscription service with zero trading fees and prioritized support<blockquote>Coinbase正在测试零交易费用和优先支持的订阅服务</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Block</strong><span class=\"h-time small\">2021-11-03 23:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Quick Take</b></p><p><blockquote><b>快速拍摄</b></blockquote></p><p> <ul>  <li>Coinbase is testing out a new subscription service, dubbed Coinbase One</li>  <li>The service would give users access to more features such as zero-fee trading</li> </ul> <img src=\"https://static.tigerbbs.com/4a59d42d087a62c590a01664f400354d\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>Coinbase正在测试一项新的订阅服务，称为Coinbase One</li><li>该服务将为用户提供更多功能，例如零费用交易</li></ul></blockquote></p><p> Crypto exchange Coinbase is testing a new subscription-based service that would give users access to enhanced features, according to materials reviewed by The Block.</p><p><blockquote>根据Block审查的材料，加密货币交易所Coinbase正在测试一项新的基于订阅的服务，该服务将为用户提供增强的功能。</blockquote></p><p> Dubbed Coinbase One, the subscription product will be offered to a small number of users to start. Benefits include zero-fee trading and prioritized phone support \"even on holidays and weekends.\"</p><p><blockquote>该订阅产品被称为Coinbase One，将向少数用户提供。好处包括零费用交易和优先电话支持，“即使在假期和周末”。</blockquote></p><p> The launch of a subscription service could help Coinbase diversify its retail business, which derives most of its revenue from transaction fees. It's not clear at this time how much Coinbase will charge for the new service.</p><p><blockquote>订阅服务的推出可以帮助Coinbase实现零售业务多元化，该业务的大部分收入来自交易费。目前尚不清楚Coinbase将对这项新服务收取多少费用。</blockquote></p><p> Coinbase is also planning to include added account protection, according to a screenshot of the page that outlines the types of benefits being offered.</p><p><blockquote>根据概述所提供福利类型的页面截图，Coinbase还计划增加账户保护。</blockquote></p><p> \"If any funds in your Coinbase account are stolen by someone you don't know due to an account takeover, you may be eligible for a reimbursement of up to $1 million in losses,\" the exchange noted.</p><p><blockquote>该交易所指出：“如果您的Coinbase账户中的任何资金因账户接管而被您不认识的人窃取，您可能有资格获得最高100万美元的损失赔偿。”</blockquote></p><p> \"Coinbase has started testing a subscription product for our customers,\" a spokesperson at the firm said in a statement. \"Customers in the test group will have the ability to buy, sell, and convert digital currencies on the Coinbase platform without a Coinbase fee for each trade (spread fees still apply). We’re always looking to learn more about how we can best serve our customers in different ways. Right now we are still in early stages so everything about the future product experience will be shaped by the feedback we receive from our users.\"</p><p><blockquote>“Coinbase已开始为我们的客户测试订阅产品，”该公司发言人在一份声明中表示。“测试组的客户将能够在Coinbase平台上购买、出售和兑换数字货币，而无需为每笔交易支付Coinbase费用（价差费用仍然适用）。我们一直在寻求更多地了解我们如何能够以不同的方式最好地为我们的客户服务。目前我们仍处于早期阶段，因此有关未来产品体验的一切都将由我们从用户那里收到的反馈决定。”</blockquote></p><p> In a sense, Coinbase is taking a leaf from the playbook of other retail-oriented brokerage firms. For example, Robinhood offers a service dubbed Robinhood Gold, a&nbsp;monthly subscriptions&nbsp;ervice that gives users access to higher-quality market data and margin investing.</p><p><blockquote>从某种意义上说，Coinbase正在借鉴其他零售经纪公司的做法。例如，Robinhood提供一项名为Robinhood Gold的服务，这是一项按月订阅服务，让用户能够访问更高质量的市场数据和保证金投资。</blockquote></p><p> The plan also fits into a broader effort at Coinbase to diversify its business lines, something that chief financial officer Alesia Haas discussed in an interview with The Block while the firm was undertaking a direct stock listing.</p><p><blockquote>该计划也符合Coinbase实现业务线多元化的更广泛努力，首席财务官阿莱西亚·哈斯(Alesia Haas)在该公司进行直接股票上市时接受The Block采访时讨论了这一点。</blockquote></p><p> \"We are focused on the long-term where we will continue to diversify our offerings,\" Haas said at the time. \"Today we are primarily investing, but interestingly enough, we’re seeing over 20% of users engaging with multiple products - from staking to earning, and borrowing/lending.\"</p><p><blockquote>哈斯当时表示：“我们着眼于长期，将继续实现产品多元化。”“今天我们主要是投资，但有趣的是，我们看到超过20%的用户参与多种产品——从质押到赚钱，再到借贷。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.theblockcrypto.com/post/123134/coinbase-is-testing-a-subscription-service-with-zero-trading-fees-and-prioritized-support\">The Block</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":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.theblockcrypto.com/post/123134/coinbase-is-testing-a-subscription-service-with-zero-trading-fees-and-prioritized-support","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104978344","content_text":"Quick Take\n\nCoinbase is testing out a new subscription service, dubbed Coinbase One\nThe service would give users access to more features such as zero-fee trading\n\n\nCrypto exchange Coinbase is testing a new subscription-based service that would give users access to enhanced features, according to materials reviewed by The Block.\nDubbed Coinbase One, the subscription product will be offered to a small number of users to start. Benefits include zero-fee trading and prioritized phone support \"even on holidays and weekends.\"\nThe launch of a subscription service could help Coinbase diversify its retail business, which derives most of its revenue from transaction fees. It's not clear at this time how much Coinbase will charge for the new service.\nCoinbase is also planning to include added account protection, according to a screenshot of the page that outlines the types of benefits being offered.\n\"If any funds in your Coinbase account are stolen by someone you don't know due to an account takeover, you may be eligible for a reimbursement of up to $1 million in losses,\" the exchange noted.\n\"Coinbase has started testing a subscription product for our customers,\" a spokesperson at the firm said in a statement. \"Customers in the test group will have the ability to buy, sell, and convert digital currencies on the Coinbase platform without a Coinbase fee for each trade (spread fees still apply). We’re always looking to learn more about how we can best serve our customers in different ways. Right now we are still in early stages so everything about the future product experience will be shaped by the feedback we receive from our users.\"\nIn a sense, Coinbase is taking a leaf from the playbook of other retail-oriented brokerage firms. For example, Robinhood offers a service dubbed Robinhood Gold, a monthly subscriptions ervice that gives users access to higher-quality market data and margin investing.\nThe plan also fits into a broader effort at Coinbase to diversify its business lines, something that chief financial officer Alesia Haas discussed in an interview with The Block while the firm was undertaking a direct stock listing.\n\"We are focused on the long-term where we will continue to diversify our offerings,\" Haas said at the time. \"Today we are primarily investing, but interestingly enough, we’re seeing over 20% of users engaging with multiple products - from staking to earning, and borrowing/lending.\"","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840475710,"gmtCreate":1635681840580,"gmtModify":1635681840660,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/840475710","repostId":"1104228860","repostType":4,"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861970466,"gmtCreate":1632452018155,"gmtModify":1632722232767,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>100 shares isnt a lot but still,&nbsp;faith in the company i work in 😘","listText":"<a href=\"https://laohu8.com/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>100 shares isnt a lot but still,&nbsp;faith in the company i work in 😘","text":"$SINGTEL(Z74.SI)$100 shares isnt a lot but still, faith in the company i work in 😘","images":[{"img":"https://static.tigerbbs.com/7c3a5b06c89a5364f71fadb7b1dbf127","width":"1170","height":"2260"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/861970466","isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":817607362,"gmtCreate":1630937691156,"gmtModify":1631889736881,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"Please help me like to get coin :(","listText":"Please help me like to get coin :(","text":"Please help me like to get coin :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/817607362","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":693341576,"gmtCreate":1639976367868,"gmtModify":1639976368234,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"ALL IN PALANTIR","listText":"ALL IN PALANTIR","text":"ALL IN PALANTIR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693341576","repostId":"2192989909","repostType":4,"isVote":1,"tweetType":1,"viewCount":2566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603171081,"gmtCreate":1638382469368,"gmtModify":1638383425547,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Just when you thought you bought it at the lowest, it goes even lower lmao","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Just when you thought you bought it at the lowest, it goes even lower lmao","text":"$Sono Group N.V.(SEV)$Just when you thought you bought it at the lowest, it goes even lower lmao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603171081","isVote":1,"tweetType":1,"viewCount":3544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600573206,"gmtCreate":1638180196395,"gmtModify":1638180986216,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Are my eyes playing tricks or is the stock finally green?","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Are my eyes playing tricks or is the stock finally green?","text":"$Sono Group N.V.(SEV)$Are my eyes playing tricks or is the stock finally green?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600573206","isVote":1,"tweetType":1,"viewCount":2916,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3566385558470298","idStr":"3566385558470298"},"content":"no surprise cos this stock only has 10 million share float. price up down will be volitile.","text":"no surprise cos this stock only has 10 million share float. price up down will be volitile.","html":"no surprise cos this stock only has 10 million share float. price up down will be volitile."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875760232,"gmtCreate":1637691131764,"gmtModify":1637691131935,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092442821570860","idStr":"4092442821570860"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875760232","repostId":"1117658681","repostType":4,"repost":{"id":"1117658681","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":1637681053,"share":"https://www.laohu8.com/m/news/1117658681?lang=zh_CN&edition=full","pubTime":"2021-11-23 23:24","market":"us","language":"en","title":"XPeng shares rose nearly 12% in early trading<blockquote>小鹏汽车股价早盘涨近12%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117658681","media":"Tiger Newspress","summary":"XPeng shares rose nearly 12% in early trading after the China-based electric vehicle maker reported ","content":"<p>XPeng&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;12%&nbsp;in&nbsp;early&nbsp;trading&nbsp;after the China-based electric vehicle maker reported a wider-than-expected third-quarter loss but revenue that rose well above forecasts and provided an upbeat fourth-quarter outlook.<img src=\"https://static.tigerbbs.com/a8d43127b29dfc54fadaa9e23939d911\" tg-width=\"878\" tg-height=\"596\" referrerpolicy=\"no-referrer\">The net loss widened to RMB1.59 bln ($249.7 million), or RMB1.89 per American depositary share (ADS), from a loss of RMB1.15 billion a year ago. Excluding nonrecurring items, the adjusted loss per ADS came to RMB1.77, compared with the FactSet consensus of RMB1.30.</p><p><blockquote>小鹏汽车股价早盘上涨近12%，此前这家中国电动汽车制造商公布第三季度亏损超出预期，但营收远高于预期，并提供了乐观的第四季度前景。净亏损从一年前的亏损11.5亿元人民币扩大至15.9亿元人民币（2.497亿美元），即每股美国存托股票(ADS)1.89元人民币。不包括非经常性项目，调整后每股美国存托凭证亏损为人民币1.77元，而FactSet共识为人民币1.30元。</blockquote></p><p> Revenue jumps 187.4% to RMB5.72 billion ($895.5 million) to beat the FactSet consensus of RMB5.03 billion, as deliveries rose 199.2% to a record 25,666 vehicles, including 217.7% growth in P7 model deliveries.</p><p><blockquote>收入增长187.4%，达到人民币57.2亿元（8.955亿美元），超过FactSet预期的人民币50.3亿元，交付量增长199.2%，达到创纪录的25,666辆，其中P7车型交付量增长217.7%。</blockquote></p><p> Gross margin improved to 14.4% from 4.6%. Looking ahead, the company expects fourth-quarter deliveries of between 34,500 and 36,500 vehicles, representing growth of 166.1% to 181.5%, and revenue between RMB7.1 billion and RMB7.5 billion, compared with the FactSet consensus of RMB6.09 billion.</p><p><blockquote>毛利率从4.6%提高至14.4%。展望未来，该公司预计第四季度交付量将在34,500辆至36,500辆之间，增长166.1%至181.5%，收入将在人民币71亿元至人民币75亿元之间，而FactSet共识为人民币60.9亿元。</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>XPeng shares rose nearly 12% in early trading<blockquote>小鹏汽车股价早盘涨近12%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng shares rose nearly 12% in early trading<blockquote>小鹏汽车股价早盘涨近12%</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\">2021-11-23 23:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>XPeng&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;12%&nbsp;in&nbsp;early&nbsp;trading&nbsp;after the China-based electric vehicle maker reported a wider-than-expected third-quarter loss but revenue that rose well above forecasts and provided an upbeat fourth-quarter outlook.<img src=\"https://static.tigerbbs.com/a8d43127b29dfc54fadaa9e23939d911\" tg-width=\"878\" tg-height=\"596\" referrerpolicy=\"no-referrer\">The net loss widened to RMB1.59 bln ($249.7 million), or RMB1.89 per American depositary share (ADS), from a loss of RMB1.15 billion a year ago. Excluding nonrecurring items, the adjusted loss per ADS came to RMB1.77, compared with the FactSet consensus of RMB1.30.</p><p><blockquote>小鹏汽车股价早盘上涨近12%，此前这家中国电动汽车制造商公布第三季度亏损超出预期，但营收远高于预期，并提供了乐观的第四季度前景。净亏损从一年前的亏损11.5亿元人民币扩大至15.9亿元人民币（2.497亿美元），即每股美国存托股票(ADS)1.89元人民币。不包括非经常性项目，调整后每股美国存托凭证亏损为人民币1.77元，而FactSet共识为人民币1.30元。</blockquote></p><p> Revenue jumps 187.4% to RMB5.72 billion ($895.5 million) to beat the FactSet consensus of RMB5.03 billion, as deliveries rose 199.2% to a record 25,666 vehicles, including 217.7% growth in P7 model deliveries.</p><p><blockquote>收入增长187.4%，达到人民币57.2亿元（8.955亿美元），超过FactSet预期的人民币50.3亿元，交付量增长199.2%，达到创纪录的25,666辆，其中P7车型交付量增长217.7%。</blockquote></p><p> Gross margin improved to 14.4% from 4.6%. Looking ahead, the company expects fourth-quarter deliveries of between 34,500 and 36,500 vehicles, representing growth of 166.1% to 181.5%, and revenue between RMB7.1 billion and RMB7.5 billion, compared with the FactSet consensus of RMB6.09 billion.</p><p><blockquote>毛利率从4.6%提高至14.4%。展望未来，该公司预计第四季度交付量将在34,500辆至36,500辆之间，增长166.1%至181.5%，收入将在人民币71亿元至人民币75亿元之间，而FactSet共识为人民币60.9亿元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117658681","content_text":"XPeng shares rose nearly 12% in early trading after the China-based electric vehicle maker reported a wider-than-expected third-quarter loss but revenue that rose well above forecasts and provided an upbeat fourth-quarter outlook.The net loss widened to RMB1.59 bln ($249.7 million), or RMB1.89 per American depositary share (ADS), from a loss of RMB1.15 billion a year ago. Excluding nonrecurring items, the adjusted loss per ADS came to RMB1.77, compared with the FactSet consensus of RMB1.30.\nRevenue jumps 187.4% to RMB5.72 billion ($895.5 million) to beat the FactSet consensus of RMB5.03 billion, as deliveries rose 199.2% to a record 25,666 vehicles, including 217.7% growth in P7 model deliveries.\nGross margin improved to 14.4% from 4.6%. Looking ahead, the company expects fourth-quarter deliveries of between 34,500 and 36,500 vehicles, representing growth of 166.1% to 181.5%, and revenue between RMB7.1 billion and RMB7.5 billion, compared with the FactSet consensus of RMB6.09 billion.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}