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Andr3
2021-05-03
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Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、ViacomCBS、General Motors等本周值得投资者关注的股票</blockquote>
Andr3
2021-05-19
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4 Things to Know Ahead of the Squarespace’s Direct Listing<blockquote>Squarespace直接上市前需要了解的4件事</blockquote>
Andr3
2021-11-17
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Andr3
2021-08-31
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Andr3
2021-08-04
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Andr3
2021-08-01
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Andr3
2021-07-23
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Andr3
2021-11-11
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Andr3
2021-09-12
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US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周:秋季IPO市场以10周IPO拉开帷幕</blockquote>
Andr3
2021-09-02
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Andr3
2021-08-11
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Toplines After Hours US Market on Tuesday<blockquote>周二美国市场盘后顶线</blockquote>
Andr3
2021-07-05
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Andr3
2021-07-04
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Andr3
2021-06-15
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Apple: Meme Stocks Or Apple, I Choose Apple Every Time<blockquote>苹果:模因股还是苹果,我每次都选苹果</blockquote>
Andr3
2021-06-02
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S&P 500 dips, as healthcare weighs; Dow ends higher<blockquote>随着医疗保健的压力,标普500下跌;道指收高</blockquote>
Andr3
2021-05-26
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Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>
Andr3
2021-12-09
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Andr3
2021-11-05
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S&P 500, Nasdaq extend record streaks, with boost from chip, growth shares<blockquote>在芯片和成长股的推动下,标普500和纳斯达克延续了创纪录的连胜纪录</blockquote>
Andr3
2021-08-21
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Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>
Andr3
2021-07-22
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Foods, Inc.</b> (NYSE: UNFI) to report quarterly earnings at $1.14 per share on revenue of $7.15 billion before the opening bell. United Natural Foods shares dropped 2.2% to close at $39.67 on Tuesday.</li><li><b>MongoDB, Inc.</b> (NASDAQ: MDB) reported better-than-expected results for its fourth quarter and also issued strong FY23 guidance. MongoDB shares jumped 9.7% to $308.99 in the after-hours trading session.</li><li>Analysts are expecting <b>Campbell Soup Company</b> (NYSE: CPB) to have earned $0.69 per share on revenue of $2.24 billion for the latest quarter. The company will release earnings before the markets open. Campbell Soup shares rose 0.1% to $42.70 in after-hours trading.</li></ul><ul><li><b>Stitch Fix, Inc.</b> (NASDAQ: SFIX) posted upbeat revenue for its second quarter, but issued weak sales guidance for the current quarter. Stitch Fix shares dipped 18.9% to $8.93 in the after-hours trading session.</li><li>Analysts expect <b>Thor Industries, Inc.</b> (NYSE: THO) to post quarterly earnings at $3.39 per share on revenue of $3.57 billion after the closing bell. Thor Industries shares gained 1.6% to $85.99 in after-hours trading.</li></ul></body></html></p><p><blockquote><ul><li>华尔街预计<b>联合天然食品公司。</b>(纽约证券交易所股票代码:UNFI)将在开盘前公布季度收益为每股1.14美元,营收为71.5亿美元。联合天然食品公司股价周二下跌2.2%,收于39.67美元。</li><li><b>MongoDB公司。</b>(纳斯达克:MDB)公布了好于预期的第四季度业绩,并发布了强有力的2023财年指引。MongoDB股价在盘后交易时段上涨9.7%至308.99美元。</li><li>分析师预计<b>金宝汤公司</b>(纽约证券交易所股票代码:CPB)最近一个季度每股收益为0.69美元,营收为22.4亿美元。该公司将在开市前发布财报。金宝汤股价在盘后交易中上涨0.1%,至42.70美元。</li></ul><ul><li><b>缝合修复公司。</b>(纳斯达克:SFIX)公布了乐观的第二季度收入,但发布了疲软的本季度销售指引。Stitch Fix股价在盘后交易时段下跌18.9%,至8.93美元。</li><li>分析师预计<b>托尔工业公司。</b>(纽约证券交易所股票代码:THO)收盘后公布季度收益为每股3.39美元,营收为35.7亿美元。Thor Industries股价在盘后交易中上涨1.6%,至85.99美元。</li></ul></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>MongoDB, Stitch Fix, Thor Industries and More: What to Watch in the Stock Market Today<blockquote>MongoDB、Stitch Fix、Thor Industries等:今日股市值得关注</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\">\nMongoDB, Stitch Fix, Thor Industries and More: What to Watch in the Stock Market Today<blockquote>MongoDB、Stitch Fix、Thor Industries等:今日股市值得关注</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2022-03-09 17:08</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Some of the stocks that may grab investor focus today are:</p><p><blockquote><html><head></head><body>今天可能引起投资者关注的一些股票包括:</body></html></blockquote></p><p><ul><li>Wall Street expects <b>United Natural Foods, Inc.</b> (NYSE: UNFI) to report quarterly earnings at $1.14 per share on revenue of $7.15 billion before the opening bell. United Natural Foods shares dropped 2.2% to close at $39.67 on Tuesday.</li><li><b>MongoDB, Inc.</b> (NASDAQ: MDB) reported better-than-expected results for its fourth quarter and also issued strong FY23 guidance. MongoDB shares jumped 9.7% to $308.99 in the after-hours trading session.</li><li>Analysts are expecting <b>Campbell Soup Company</b> (NYSE: CPB) to have earned $0.69 per share on revenue of $2.24 billion for the latest quarter. The company will release earnings before the markets open. Campbell Soup shares rose 0.1% to $42.70 in after-hours trading.</li></ul><ul><li><b>Stitch Fix, Inc.</b> (NASDAQ: SFIX) posted upbeat revenue for its second quarter, but issued weak sales guidance for the current quarter. Stitch Fix shares dipped 18.9% to $8.93 in the after-hours trading session.</li><li>Analysts expect <b>Thor Industries, Inc.</b> (NYSE: THO) to post quarterly earnings at $3.39 per share on revenue of $3.57 billion after the closing bell. Thor Industries shares gained 1.6% to $85.99 in after-hours trading.</li></ul></body></html></p><p><blockquote><ul><li>华尔街预计<b>联合天然食品公司。</b>(纽约证券交易所股票代码:UNFI)将在开盘前公布季度收益为每股1.14美元,营收为71.5亿美元。联合天然食品公司股价周二下跌2.2%,收于39.67美元。</li><li><b>MongoDB公司。</b>(纳斯达克:MDB)公布了好于预期的第四季度业绩,并发布了强有力的2023财年指引。MongoDB股价在盘后交易时段上涨9.7%至308.99美元。</li><li>分析师预计<b>金宝汤公司</b>(纽约证券交易所股票代码:CPB)最近一个季度每股收益为0.69美元,营收为22.4亿美元。该公司将在开市前发布财报。金宝汤股价在盘后交易中上涨0.1%,至42.70美元。</li></ul><ul><li><b>缝合修复公司。</b>(纳斯达克:SFIX)公布了乐观的第二季度收入,但发布了疲软的本季度销售指引。Stitch Fix股价在盘后交易时段下跌18.9%,至8.93美元。</li><li>分析师预计<b>托尔工业公司。</b>(纽约证券交易所股票代码:THO)收盘后公布季度收益为每股3.39美元,营收为35.7亿美元。Thor Industries股价在盘后交易中上涨1.6%,至85.99美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UNFI":"联合原生态食品","MDB":"MongoDB Inc.","CPB":"金宝汤","SFIX":"Stitch Fix Inc.","THO":"索尔工业"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124521024","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects United Natural Foods, Inc. (NYSE: UNFI) to report quarterly earnings at $1.14 per share on revenue of $7.15 billion before the opening bell. United Natural Foods shares dropped 2.2% to close at $39.67 on Tuesday.MongoDB, Inc. (NASDAQ: MDB) reported better-than-expected results for its fourth quarter and also issued strong FY23 guidance. MongoDB shares jumped 9.7% to $308.99 in the after-hours trading session.Analysts are expecting Campbell Soup Company (NYSE: CPB) to have earned $0.69 per share on revenue of $2.24 billion for the latest quarter. The company will release earnings before the markets open. Campbell Soup shares rose 0.1% to $42.70 in after-hours trading.Stitch Fix, Inc. (NASDAQ: SFIX) posted upbeat revenue for its second quarter, but issued weak sales guidance for the current quarter. Stitch Fix shares dipped 18.9% to $8.93 in the after-hours trading session.Analysts expect Thor Industries, Inc. (NYSE: THO) to post quarterly earnings at $3.39 per share on revenue of $3.57 billion after the closing bell. Thor Industries shares gained 1.6% to $85.99 in after-hours trading.","news_type":1,"symbols_score_info":{"SFIX":0.9,"UNFI":0.9,"MDB":0.9,"THO":0.9,"CPB":0.9}},"isVote":1,"tweetType":1,"viewCount":3436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632477591,"gmtCreate":1646676329341,"gmtModify":1646676329733,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/632477591","repostId":"2217417387","repostType":4,"isVote":1,"tweetType":1,"viewCount":3860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632532419,"gmtCreate":1646588569778,"gmtModify":1646588570176,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/632532419","repostId":"2217746440","repostType":4,"isVote":1,"tweetType":1,"viewCount":3806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632376777,"gmtCreate":1646276971029,"gmtModify":1646276975074,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/632376777","repostId":"2216108026","repostType":4,"isVote":1,"tweetType":1,"viewCount":3274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632991398,"gmtCreate":1646188747487,"gmtModify":1646188747788,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/632991398","repostId":"1134430575","repostType":4,"repost":{"id":"1134430575","kind":"news","pubTimestamp":1646188247,"share":"https://www.laohu8.com/m/news/1134430575?lang=zh_CN&edition=full","pubTime":"2022-03-02 10:30","market":"us","language":"en","title":"Is ZM Stock a Buy Right Now? 3 Analysts Weigh In on Zoom Price Predictions.<blockquote>ZM股票现在值得买入吗?3位分析师对Zoom价格预测发表了看法。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134430575","media":"InvestorPlace","summary":"It’s impossible to discuss early pandemic market winners without mentioning Zoom(NASDAQ:ZM). The vid","content":"<p><div> It’s impossible to discuss early pandemic market winners without mentioning Zoom(NASDAQ:ZM). The video conference platform has become so well-known that its name is now also a verb for video-calls. ...</p><p><blockquote><div>在讨论早期大流行市场的赢家时,不可能不提及Zoom(纳斯达克:ZM)。视频会议平台已经变得如此出名,以至于它的名字现在也是视频评级的动词。...</div></blockquote></p><p> <a href=\"https://investorplace.com/2022/03/is-zm-stock-a-buy-right-now-3-analysts-weigh-in-on-zoom-price-predictions/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/03/is-zm-stock-a-buy-right-now-3-analysts-weigh-in-on-zoom-price-predictions/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is ZM Stock a Buy Right Now? 3 Analysts Weigh In on Zoom Price Predictions.<blockquote>ZM股票现在值得买入吗?3位分析师对Zoom价格预测发表了看法。</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\">\nIs ZM Stock a Buy Right Now? 3 Analysts Weigh In on Zoom Price Predictions.<blockquote>ZM股票现在值得买入吗?3位分析师对Zoom价格预测发表了看法。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2022-03-02 10:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> It’s impossible to discuss early pandemic market winners without mentioning Zoom(NASDAQ:ZM). The video conference platform has become so well-known that its name is now also a verb for video-calls. ...</p><p><blockquote><div>在讨论早期大流行市场的赢家时,不可能不提及Zoom(纳斯达克:ZM)。视频会议平台已经变得如此出名,以至于它的名字现在也是视频评级的动词。...</div></blockquote></p><p> <a href=\"https://investorplace.com/2022/03/is-zm-stock-a-buy-right-now-3-analysts-weigh-in-on-zoom-price-predictions/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/03/is-zm-stock-a-buy-right-now-3-analysts-weigh-in-on-zoom-price-predictions/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2022/03/is-zm-stock-a-buy-right-now-3-analysts-weigh-in-on-zoom-price-predictions/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://investorplace.com/2022/03/is-zm-stock-a-buy-right-now-3-analysts-weigh-in-on-zoom-price-predictions/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134430575","content_text":"It’s impossible to discuss early pandemic market winners without mentioning Zoom(NASDAQ:ZM). The video conference platform has become so well-known that its name is now also a verb for video-calls. However, although ZM stock rose by more than 600% in 2020 before hitting its October peak, the company has failed to adapt to the shifting economic landscape.Zoom’s prices have been firmly in the red for a while; they have fallen 57% over the last six months.InvestorPlacecontributor Tezcan Gecgil recently named the stock an undervalued buy after the market selloff. ZM stock’s recent performance, however, does little to inspire investor confidence.ZM Stock: A Disappointing Earnings ReportYesterday, Zoom reported earnings for the final quarter of 2021. To make a long story short, the results were disappointing. The company issued a weaker-than-expected revenue forecast not just for the first quarter but for the entire fiscal year. For fiscal 2023, management forecast earnings of $3.48 per share at the midpoint on $4.54 billion revenue. This comes up short against the analyst prediction of $4.36 on $4.71 billion in revenue. It was also reported that Zoom had seen its customer base decrease from 512,000 to 509,800 in Q4.None of this is surprising, of course. It was predicted that Zoom’s revenue growth would slow down in the final quarter of 2021 as the world shifted away from pandemic measures. Workers are returning to their offices (at least in part) and companies are scaling back their investments in software packages like Zoom. AsInvestorPlacecontributor Faizan Farooquenotes, there is also increasing competition from companies like Microsoft(NASDAQ:MSFT), whose Team Essentials package poses a new threat.The common sentiment among analysts onTipranksis that ZM stock is a hold or moderate buy. Since yesterday’s earnings report, shares have fallen more than 6% and are currently below the platform’s lowest price target of $130. Let’s take a closer look at some more ZM stock price predictions.Analysts Weigh In on Zoom Price PredictionsMatthew Niknam of Deutsche Bank recently reiterated a price target of $155 and a “hold” rating for Zoom. His previous ZM stock price target was $280, representing a significant drop off. In a report, Ninamstatedthat “Guidance for ‘just’ 11% growth next fiscal year vs. consensus at 16% is unlikely to trigger a meaningfully negative stock reaction like we’ve seen in recent periods.”Citi analyst Tyler Radke also reiterated a “hold” on ZM but issued a lower price target of $139. In a note, Radke stated he saw increasing competition as a reason to regard ZM stock with caution. Discussing the customers leaving Zoom for Microsoft Teams, Radke noted that “This trend has been accelerating with return to office and comfort level by IT departments, which is rationalizing collaboration systems and showing preference for Microsoft’s security features.”Finally, in keeping with the bearish sentiment, Goldman Sachs analyst Kash Rangan maintained a neutral rating on ZM stock. Rangan continues to regard Zoom as a position to hold and has lowered his price target from $200 to $171.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":2453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632028298,"gmtCreate":1646149946940,"gmtModify":1646149947267,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/632028298","repostId":"1166187128","repostType":4,"isVote":1,"tweetType":1,"viewCount":2913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636566846,"gmtCreate":1646015435434,"gmtModify":1646015435727,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/636566846","repostId":"1199380932","repostType":4,"repost":{"id":"1199380932","kind":"news","pubTimestamp":1646015354,"share":"https://www.laohu8.com/m/news/1199380932?lang=zh_CN&edition=full","pubTime":"2022-02-28 10:29","market":"other","language":"en","title":"Zip (ASX:Z1P) Share Price Halted after Announcing Results, Capital Raising, and Sezzle Acquisition<blockquote>Zip(ASX:Z1P)公布业绩、融资和收购Sezzle后股价停牌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199380932","media":"Motley Fool","summary":"Key pointsThe Zip Co Ltd(ASX: Z1P)share price won’t be going anywhere today.This morning the buy now","content":"<p><html><head></head><body>Key points</p><p><blockquote><html><head></head><body>要点</body></html></blockquote></p><p>The <b>Zip Co Ltd</b>(ASX: Z1P)share price won’t be going anywhere today.</p><p><blockquote>The<b>拉链有限公司</b>(ASX:Z1P)股价今天不会上涨。</blockquote></p><p>This morning the buy now pay later (BNPL) provider released its half year results and requested a trading halt.</p><p><blockquote>今天早上,这家先买后付(BNPL)提供商发布了半年业绩,并要求暂停交易。</blockquote></p><p>Zip share price halted amid capital raising</p><p><blockquote>Zip股价因融资而停牌</blockquote></p><p><ul><li>Transaction volumes up 92% over the prior corresponding period to a record $4.5 billion</li><li>Transaction numbers up 147% to a record of 36.3 million</li><li>Revenue up 89% to $302.2 million</li><li>Cost of sales up 192.5% to $242.2 million</li><li>Gross profit down 23.2% to $59.1 million</li><li>Loss before tax of $214.2 million</li></ul>What happened during the first half?</p><p><blockquote><ul><li>交易量较去年同期增长92%,达到创纪录的45亿美元</li><li>交易数量增长147%至创纪录的3630万笔</li><li>收入增长89%至3.022亿美元</li><li>销售成本增长192.5%至2.422亿美元</li><li>毛利润下降23.2%至5910万美元</li><li>税前亏损2.142亿美元</li></ul>上半场发生了什么?</blockquote></p><p>In line with its pre-released half year results, Zip delivered a 92% increase in transaction volume to $4.5 billion and an 89% lift in revenue to $302.2 million.</p><p><blockquote>与预先发布的半年业绩一致,Zip的交易量增长了92%,达到45亿美元,收入增长了89%,达到3.022亿美元。</blockquote></p><p>Management revealed that this was driven by growth across all geographies, underpinned by customers continuing to benefit from products such as Tap and Zip, and deepening engagement through initiatives such as Zip’s personalized rewards offering.</p><p><blockquote>管理层透露,这是由所有地区的增长推动的,客户继续受益于Tap和Zip等产品,并通过Zip的个性化奖励产品等举措加深了参与度。</blockquote></p><p>As per its previous update, things were not quite as positive for its earnings. Due to a significant jump in its cost of sales, Zip reported a 23% decline in gross profit to $59.1 million and a loss after tax of $214.3 million.</p><p><blockquote>根据之前的更新,其盈利情况并不那么乐观。由于销售成本大幅上升,Zip报告毛利润下降23%至5910万美元,税后亏损2.143亿美元。</blockquote></p><p>Zip share price halted</p><p><blockquote>Zip股价停牌</blockquote></p><p>Given that Zip’s results have been pre-released, the main focus for investors is likely to be the Zip share price being a trading halt.</p><p><blockquote>鉴于Zip的业绩已经预先发布,投资者的主要关注点可能是Zip股价停牌。</blockquote></p><p>This morning the company requested a halt so it could undertake a $198.7 million capital raising. This comprises a fully underwritten institutional placement to raise $148.7 million and a $50 million share purchase plan.</p><p><blockquote>今天上午,该公司要求停牌,以便进行1.987亿美元的融资。这包括一项全额承销的机构配售,筹集1.487亿美元,以及一项5000万美元的股票购买计划。</blockquote></p><p>Zip is raising the funds at $1.90 per share, which represents a 14% discount to the Zip share price at the close of play on Friday.</p><p><blockquote>Zip以每股1.90美元的价格筹集资金,这比周五收盘时的Zip股价有14%的折扣。</blockquote></p><p>Why is it raising funds?</p><p><blockquote>为什么要募集资金?</blockquote></p><p>Zip has launched its capital raising after announcing an agreement to acquire rival BNPL provider <b>Sezzle Inc</b>(ASX: SZL).</p><p><blockquote>Zip在宣布收购竞争对手BNPL提供商的协议后启动了融资<b>塞泽尔公司</b>(ASX:SZL)。</blockquote></p><p>And while the funds won’t be used to acquire Sezzle, management intends to use the additional capital to support its growth and execute on the potential synergies from the transaction.</p><p><blockquote>虽然这些资金不会用于收购Sezzle,但管理层打算利用额外资本来支持其增长并发挥交易的潜在协同效应。</blockquote></p><p>Sezzle acquisition</p><p><blockquote>Sezzle收购</blockquote></p><p>Zip has signed an agreement to acquire Sezzle for a consideration of 0.98 Zip shares for every share Sezzle share.</p><p><blockquote>Zip已签署协议,以每股Sezzle股票0.98股Zip股票的价格收购Sezzle。</blockquote></p><p>Based on the current Zip share price of $2.21, this implies a price of $2.1658 per Sezzle share, which represents a premium of almost 22%. It also values Sezzle at approximately $491 million.</p><p><blockquote>根据目前Zip股价2.21美元,这意味着每股Sezzle股价为2.1658美元,溢价近22%。它对Sezzle的估值也约为4.91亿美元。</blockquote></p><p>Zip’s Co-Founder and Global CEO, Larry Diamond, commented: “We are delighted to be bringing Zip and Sezzle together under a transformational transaction that is expected to deliver immediate scale and enhanced growth, which will support our path to profitability. Combining with Sezzle positions us as a leading global BNPL provider and prioritizes our ability to win in the important U.S. market,”</p><p><blockquote>Zip联合创始人兼全球首席执行官Larry Diamond评论道:“我们很高兴将Zip和Sezzle在一项转型交易中结合在一起,预计将立即实现规模和增强的增长,这将支持我们的盈利之路。与Sezzle的结合使我们成为全球领先的BNPL提供商,并优先考虑我们在重要的美国市场获胜的能力,”</blockquote></p><p>“Pete and I have known Charlie [Youakim] and Paul [Paradis] (cofounders of Sezzle) for some time, and we’ve been impressed by what the Sezzle team has achieved. Their responsible lending, their Sezzle Up credit builder program, as well as their B Corp certification is to be admired. We’re excited to welcome the entire Sezzle team on our journey, as we continue our mission towards being the first payment choice, everywhere and every day,” he added.</p><p><blockquote>“Pete和我认识Charlie[Youakim]和Paul[Paradis](Sezzle的联合创始人)已经有一段时间了,Sezzle团队所取得的成就给我们留下了深刻的印象。他们负责任的贷款、Sezzle Up credit builder计划以及他们的B Corp认证令人钦佩。我们很高兴欢迎整个Sezzle团队踏上我们的旅程,因为我们将继续我们的使命,成为随时随地的首选支付方式,”他补充道。</blockquote></p><p>Subject to approvals, Zip expects the transaction to complete by the end of the third quarter of calendar year 2022.</p><p><blockquote>如果获得批准,Zip预计该交易将于2022日历年第三季度末完成。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zip (ASX:Z1P) Share Price Halted after Announcing Results, Capital Raising, and Sezzle Acquisition<blockquote>Zip(ASX:Z1P)公布业绩、融资和收购Sezzle后股价停牌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZip (ASX:Z1P) Share Price Halted after Announcing Results, Capital Raising, and Sezzle Acquisition<blockquote>Zip(ASX:Z1P)公布业绩、融资和收购Sezzle后股价停牌</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\">2022-02-28 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Key points</p><p><blockquote><html><head></head><body>要点</body></html></blockquote></p><p>The <b>Zip Co Ltd</b>(ASX: Z1P)share price won’t be going anywhere today.</p><p><blockquote>The<b>拉链有限公司</b>(ASX:Z1P)股价今天不会上涨。</blockquote></p><p>This morning the buy now pay later (BNPL) provider released its half year results and requested a trading halt.</p><p><blockquote>今天早上,这家先买后付(BNPL)提供商发布了半年业绩,并要求暂停交易。</blockquote></p><p>Zip share price halted amid capital raising</p><p><blockquote>Zip股价因融资而停牌</blockquote></p><p><ul><li>Transaction volumes up 92% over the prior corresponding period to a record $4.5 billion</li><li>Transaction numbers up 147% to a record of 36.3 million</li><li>Revenue up 89% to $302.2 million</li><li>Cost of sales up 192.5% to $242.2 million</li><li>Gross profit down 23.2% to $59.1 million</li><li>Loss before tax of $214.2 million</li></ul>What happened during the first half?</p><p><blockquote><ul><li>交易量较去年同期增长92%,达到创纪录的45亿美元</li><li>交易数量增长147%至创纪录的3630万笔</li><li>收入增长89%至3.022亿美元</li><li>销售成本增长192.5%至2.422亿美元</li><li>毛利润下降23.2%至5910万美元</li><li>税前亏损2.142亿美元</li></ul>上半场发生了什么?</blockquote></p><p>In line with its pre-released half year results, Zip delivered a 92% increase in transaction volume to $4.5 billion and an 89% lift in revenue to $302.2 million.</p><p><blockquote>与预先发布的半年业绩一致,Zip的交易量增长了92%,达到45亿美元,收入增长了89%,达到3.022亿美元。</blockquote></p><p>Management revealed that this was driven by growth across all geographies, underpinned by customers continuing to benefit from products such as Tap and Zip, and deepening engagement through initiatives such as Zip’s personalized rewards offering.</p><p><blockquote>管理层透露,这是由所有地区的增长推动的,客户继续受益于Tap和Zip等产品,并通过Zip的个性化奖励产品等举措加深了参与度。</blockquote></p><p>As per its previous update, things were not quite as positive for its earnings. Due to a significant jump in its cost of sales, Zip reported a 23% decline in gross profit to $59.1 million and a loss after tax of $214.3 million.</p><p><blockquote>根据之前的更新,其盈利情况并不那么乐观。由于销售成本大幅上升,Zip报告毛利润下降23%至5910万美元,税后亏损2.143亿美元。</blockquote></p><p>Zip share price halted</p><p><blockquote>Zip股价停牌</blockquote></p><p>Given that Zip’s results have been pre-released, the main focus for investors is likely to be the Zip share price being a trading halt.</p><p><blockquote>鉴于Zip的业绩已经预先发布,投资者的主要关注点可能是Zip股价停牌。</blockquote></p><p>This morning the company requested a halt so it could undertake a $198.7 million capital raising. This comprises a fully underwritten institutional placement to raise $148.7 million and a $50 million share purchase plan.</p><p><blockquote>今天上午,该公司要求停牌,以便进行1.987亿美元的融资。这包括一项全额承销的机构配售,筹集1.487亿美元,以及一项5000万美元的股票购买计划。</blockquote></p><p>Zip is raising the funds at $1.90 per share, which represents a 14% discount to the Zip share price at the close of play on Friday.</p><p><blockquote>Zip以每股1.90美元的价格筹集资金,这比周五收盘时的Zip股价有14%的折扣。</blockquote></p><p>Why is it raising funds?</p><p><blockquote>为什么要募集资金?</blockquote></p><p>Zip has launched its capital raising after announcing an agreement to acquire rival BNPL provider <b>Sezzle Inc</b>(ASX: SZL).</p><p><blockquote>Zip在宣布收购竞争对手BNPL提供商的协议后启动了融资<b>塞泽尔公司</b>(ASX:SZL)。</blockquote></p><p>And while the funds won’t be used to acquire Sezzle, management intends to use the additional capital to support its growth and execute on the potential synergies from the transaction.</p><p><blockquote>虽然这些资金不会用于收购Sezzle,但管理层打算利用额外资本来支持其增长并发挥交易的潜在协同效应。</blockquote></p><p>Sezzle acquisition</p><p><blockquote>Sezzle收购</blockquote></p><p>Zip has signed an agreement to acquire Sezzle for a consideration of 0.98 Zip shares for every share Sezzle share.</p><p><blockquote>Zip已签署协议,以每股Sezzle股票0.98股Zip股票的价格收购Sezzle。</blockquote></p><p>Based on the current Zip share price of $2.21, this implies a price of $2.1658 per Sezzle share, which represents a premium of almost 22%. It also values Sezzle at approximately $491 million.</p><p><blockquote>根据目前Zip股价2.21美元,这意味着每股Sezzle股价为2.1658美元,溢价近22%。它对Sezzle的估值也约为4.91亿美元。</blockquote></p><p>Zip’s Co-Founder and Global CEO, Larry Diamond, commented: “We are delighted to be bringing Zip and Sezzle together under a transformational transaction that is expected to deliver immediate scale and enhanced growth, which will support our path to profitability. Combining with Sezzle positions us as a leading global BNPL provider and prioritizes our ability to win in the important U.S. market,”</p><p><blockquote>Zip联合创始人兼全球首席执行官Larry Diamond评论道:“我们很高兴将Zip和Sezzle在一项转型交易中结合在一起,预计将立即实现规模和增强的增长,这将支持我们的盈利之路。与Sezzle的结合使我们成为全球领先的BNPL提供商,并优先考虑我们在重要的美国市场获胜的能力,”</blockquote></p><p>“Pete and I have known Charlie [Youakim] and Paul [Paradis] (cofounders of Sezzle) for some time, and we’ve been impressed by what the Sezzle team has achieved. Their responsible lending, their Sezzle Up credit builder program, as well as their B Corp certification is to be admired. We’re excited to welcome the entire Sezzle team on our journey, as we continue our mission towards being the first payment choice, everywhere and every day,” he added.</p><p><blockquote>“Pete和我认识Charlie[Youakim]和Paul[Paradis](Sezzle的联合创始人)已经有一段时间了,Sezzle团队所取得的成就给我们留下了深刻的印象。他们负责任的贷款、Sezzle Up credit builder计划以及他们的B Corp认证令人钦佩。我们很高兴欢迎整个Sezzle团队踏上我们的旅程,因为我们将继续我们的使命,成为随时随地的首选支付方式,”他补充道。</blockquote></p><p>Subject to approvals, Zip expects the transaction to complete by the end of the third quarter of calendar year 2022.</p><p><blockquote>如果获得批准,Zip预计该交易将于2022日历年第三季度末完成。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com.au/2022/02/28/zip-asxz1p-share-price-halted-after-annoucning-results-capital-raising-and-sezzle-acquisition/\">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":{},"source_url":"https://www.fool.com.au/2022/02/28/zip-asxz1p-share-price-halted-after-annoucning-results-capital-raising-and-sezzle-acquisition/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199380932","content_text":"Key pointsThe Zip Co Ltd(ASX: Z1P)share price won’t be going anywhere today.This morning the buy now pay later (BNPL) provider released its half year results and requested a trading halt.Zip share price halted amid capital raisingTransaction volumes up 92% over the prior corresponding period to a record $4.5 billionTransaction numbers up 147% to a record of 36.3 millionRevenue up 89% to $302.2 millionCost of sales up 192.5% to $242.2 millionGross profit down 23.2% to $59.1 millionLoss before tax of $214.2 millionWhat happened during the first half?In line with its pre-released half year results, Zip delivered a 92% increase in transaction volume to $4.5 billion and an 89% lift in revenue to $302.2 million.Management revealed that this was driven by growth across all geographies, underpinned by customers continuing to benefit from products such as Tap and Zip, and deepening engagement through initiatives such as Zip’s personalized rewards offering.As per its previous update, things were not quite as positive for its earnings. Due to a significant jump in its cost of sales, Zip reported a 23% decline in gross profit to $59.1 million and a loss after tax of $214.3 million.Zip share price haltedGiven that Zip’s results have been pre-released, the main focus for investors is likely to be the Zip share price being a trading halt.This morning the company requested a halt so it could undertake a $198.7 million capital raising. This comprises a fully underwritten institutional placement to raise $148.7 million and a $50 million share purchase plan.Zip is raising the funds at $1.90 per share, which represents a 14% discount to the Zip share price at the close of play on Friday.Why is it raising funds?Zip has launched its capital raising after announcing an agreement to acquire rival BNPL provider Sezzle Inc(ASX: SZL).And while the funds won’t be used to acquire Sezzle, management intends to use the additional capital to support its growth and execute on the potential synergies from the transaction.Sezzle acquisitionZip has signed an agreement to acquire Sezzle for a consideration of 0.98 Zip shares for every share Sezzle share.Based on the current Zip share price of $2.21, this implies a price of $2.1658 per Sezzle share, which represents a premium of almost 22%. It also values Sezzle at approximately $491 million.Zip’s Co-Founder and Global CEO, Larry Diamond, commented: “We are delighted to be bringing Zip and Sezzle together under a transformational transaction that is expected to deliver immediate scale and enhanced growth, which will support our path to profitability. Combining with Sezzle positions us as a leading global BNPL provider and prioritizes our ability to win in the important U.S. market,”“Pete and I have known Charlie [Youakim] and Paul [Paradis] (cofounders of Sezzle) for some time, and we’ve been impressed by what the Sezzle team has achieved. Their responsible lending, their Sezzle Up credit builder program, as well as their B Corp certification is to be admired. We’re excited to welcome the entire Sezzle team on our journey, as we continue our mission towards being the first payment choice, everywhere and every day,” he added.Subject to approvals, Zip expects the transaction to complete by the end of the third quarter of calendar year 2022.","news_type":1,"symbols_score_info":{"Z1P.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":2623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636283625,"gmtCreate":1645883437757,"gmtModify":1645883438100,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/636283625","repostId":"1113266874","repostType":4,"repost":{"id":"1113266874","kind":"news","pubTimestamp":1645881465,"share":"https://www.laohu8.com/m/news/1113266874?lang=zh_CN&edition=full","pubTime":"2022-02-26 21:17","market":"us","language":"en","title":"Berkshire Hathaway Buys Back $6.9B of Stock in Q4; Operating Earnings Rise 45%<blockquote>伯克希尔哈撒韦公司第四季度回购6.9 B美元的股票;营业利润增长45%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113266874","media":"seekingalpha","summary":"Berkshire Hathaway (NYSE:BRK.B) (NYSE:BRK.A) bought back $6.9B of its shares in Q4 2021. All told, B","content":"<p><html><head></head><body>Berkshire Hathaway (NYSE:BRK.B) (NYSE:BRK.A) bought back $6.9B of its shares in Q4 2021. All told, Berkshire (BRK.B) bought back $27B of its own shares in 2021, up from the $24.7B it repurchased in 2020.</p><p><blockquote><html><head></head><body>伯克希尔哈撒韦公司(NYSE:BRK.B)(NYSE:BRK.A)在2021年第四季度回购了$6.9 B的股票。总而言之,伯克希尔哈撒韦公司(BRK.B)在2021年回购了27B美元的自有股票,高于2020年回购的247亿美元。</body></html></blockquote></p><p>Q4 operating earnings of $7.29B vs. $6.47B in Q3 and $5.02B in Q4, a 45% Y/Y jump as insurance underwriting reversed from a year-ago loss. Railroad, energy, and utilities earnings also contributed to the gain as well as a healthy increase in "other businesses."</p><p><blockquote>第四季度营业利润为$7.29 B,而第三季度为$6.47 B,第四季度为$5.02 B,同比增长45%,因为保险承保扭转了去年同期的亏损。铁路、能源和公用事业的收益以及“其他业务”的健康增长也为增长做出了贡献。</blockquote></p><p>Insurance float was ~$147B at Dec. 31, 2021 vs. ~$145B at Sept. 30.</p><p><blockquote>截至2021年12月31日,保险流通量约为1470亿美元,而截至9月30日,保险流通量约为1450亿美元。</blockquote></p><p>Operating earnings by segment:</p><p><blockquote>按分部划分的营业利润:</blockquote></p><p>Insurance underwriting — $372M vs. -$299M a year ago.</p><p><blockquote>保险承保——3.72亿美元,而一年前为2.99亿美元。</blockquote></p><p>Insurance - investment income — $1.22B vs. $1.27B</p><p><blockquote>保险-投资收入-$1.22 B vs.$1.27 B</blockquote></p><p>Railroad, utilities, and energy —$2.24B vs. $2.00B.</p><p><blockquote>铁路、公用事业和能源–$2.24 B vs.$2.00 B。</blockquote></p><p>Other businesses — $2.79B vs. $2.47B</p><p><blockquote>其他业务-$2.79 B vs.$2.47 B</blockquote></p><p>Other — $662M vs. -$412M</p><p><blockquote>其他–6.62亿美元vs.–4.12亿美元</blockquote></p><p>Q4 net earnings, which includes investment and derivatives gains or losses (most of which is unrealized), were $39.6B, or $17.79 per class B share. That compares with $10.3B or $4.59 per class B share, in Q3 and $35.8B, or $15.34 per share, in Q4 2020.</p><p><blockquote>第四季度净利润(包括投资和衍生品收益或损失(其中大部分未实现))为$39.6 B,即每股B类股17.79美元。相比之下,2020年第三季度B类股的股价为$10.3 B,即每股4.59美元,第四季度为$35.8 B,即每股15.34美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Berkshire Hathaway Buys Back $6.9B of Stock in Q4; Operating Earnings Rise 45%<blockquote>伯克希尔哈撒韦公司第四季度回购6.9 B美元的股票;营业利润增长45%</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\">\nBerkshire Hathaway Buys Back $6.9B of Stock in Q4; Operating Earnings Rise 45%<blockquote>伯克希尔哈撒韦公司第四季度回购6.9 B美元的股票;营业利润增长45%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2022-02-26 21:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Berkshire Hathaway (NYSE:BRK.B) (NYSE:BRK.A) bought back $6.9B of its shares in Q4 2021. All told, Berkshire (BRK.B) bought back $27B of its own shares in 2021, up from the $24.7B it repurchased in 2020.</p><p><blockquote><html><head></head><body>伯克希尔哈撒韦公司(NYSE:BRK.B)(NYSE:BRK.A)在2021年第四季度回购了$6.9 B的股票。总而言之,伯克希尔哈撒韦公司(BRK.B)在2021年回购了27B美元的自有股票,高于2020年回购的247亿美元。</body></html></blockquote></p><p>Q4 operating earnings of $7.29B vs. $6.47B in Q3 and $5.02B in Q4, a 45% Y/Y jump as insurance underwriting reversed from a year-ago loss. Railroad, energy, and utilities earnings also contributed to the gain as well as a healthy increase in "other businesses."</p><p><blockquote>第四季度营业利润为$7.29 B,而第三季度为$6.47 B,第四季度为$5.02 B,同比增长45%,因为保险承保扭转了去年同期的亏损。铁路、能源和公用事业的收益以及“其他业务”的健康增长也为增长做出了贡献。</blockquote></p><p>Insurance float was ~$147B at Dec. 31, 2021 vs. ~$145B at Sept. 30.</p><p><blockquote>截至2021年12月31日,保险流通量约为1470亿美元,而截至9月30日,保险流通量约为1450亿美元。</blockquote></p><p>Operating earnings by segment:</p><p><blockquote>按分部划分的营业利润:</blockquote></p><p>Insurance underwriting — $372M vs. -$299M a year ago.</p><p><blockquote>保险承保——3.72亿美元,而一年前为2.99亿美元。</blockquote></p><p>Insurance - investment income — $1.22B vs. $1.27B</p><p><blockquote>保险-投资收入-$1.22 B vs.$1.27 B</blockquote></p><p>Railroad, utilities, and energy —$2.24B vs. $2.00B.</p><p><blockquote>铁路、公用事业和能源–$2.24 B vs.$2.00 B。</blockquote></p><p>Other businesses — $2.79B vs. $2.47B</p><p><blockquote>其他业务-$2.79 B vs.$2.47 B</blockquote></p><p>Other — $662M vs. -$412M</p><p><blockquote>其他–6.62亿美元vs.–4.12亿美元</blockquote></p><p>Q4 net earnings, which includes investment and derivatives gains or losses (most of which is unrealized), were $39.6B, or $17.79 per class B share. That compares with $10.3B or $4.59 per class B share, in Q3 and $35.8B, or $15.34 per share, in Q4 2020.</p><p><blockquote>第四季度净利润(包括投资和衍生品收益或损失(其中大部分未实现))为$39.6 B,即每股B类股17.79美元。相比之下,2020年第三季度B类股的股价为$10.3 B,即每股4.59美元,第四季度为$35.8 B,即每股15.34美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3806245-berkshire-hathaway-buys-back-69b-of-stock-in-q4-operating-earnings-rise-45\">seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://seekingalpha.com/news/3806245-berkshire-hathaway-buys-back-69b-of-stock-in-q4-operating-earnings-rise-45","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113266874","content_text":"Berkshire Hathaway (NYSE:BRK.B) (NYSE:BRK.A) bought back $6.9B of its shares in Q4 2021. All told, Berkshire (BRK.B) bought back $27B of its own shares in 2021, up from the $24.7B it repurchased in 2020.Q4 operating earnings of $7.29B vs. $6.47B in Q3 and $5.02B in Q4, a 45% Y/Y jump as insurance underwriting reversed from a year-ago loss. Railroad, energy, and utilities earnings also contributed to the gain as well as a healthy increase in \"other businesses.\"Insurance float was ~$147B at Dec. 31, 2021 vs. ~$145B at Sept. 30.Operating earnings by segment:Insurance underwriting — $372M vs. -$299M a year ago.Insurance - investment income — $1.22B vs. $1.27BRailroad, utilities, and energy —$2.24B vs. $2.00B.Other businesses — $2.79B vs. $2.47BOther — $662M vs. -$412MQ4 net earnings, which includes investment and derivatives gains or losses (most of which is unrealized), were $39.6B, or $17.79 per class B share. That compares with $10.3B or $4.59 per class B share, in Q3 and $35.8B, or $15.34 per share, in Q4 2020.","news_type":1,"symbols_score_info":{"BRK.B":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":2991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636692531,"gmtCreate":1645783106351,"gmtModify":1645783201155,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/636692531","repostId":"1133524393","repostType":4,"repost":{"id":"1133524393","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":1645781587,"share":"https://www.laohu8.com/m/news/1133524393?lang=zh_CN&edition=full","pubTime":"2022-02-25 17:33","market":"us","language":"en","title":"Opendoor Slid Nearly 10% in Premarket Trading though It Topped Revenue Estimates<blockquote>尽管收入超出预期,Opendoor在盘前交易中下跌近10%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133524393","media":"Tiger Newspress","summary":"Opendoor slid nealry 10% in premarket trading though it topped revenue estimates.Opendoor Technologi","content":"<p><html><head></head><body>Opendoor slid nealry 10% in premarket trading though it topped revenue estimates.<img src=\"https://static.tigerbbs.com/fd3104d27cdd5a2d8cc1176356c39ea5\" tg-width=\"769\" tg-height=\"559\" referrerpolicy=\"no-referrer\"/>Opendoor Technologies Inc. (OPEN) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.16. This compares to loss of $0.23 per share a year ago. These figures are adjusted for non-recurring items.</p><p><blockquote><html><head></head><body>Opendoor在盘前交易中下跌近10%,尽管其收入超出了预期。Opendoor Technologies Inc.(OPEN)公布的季度亏损为每股0.13美元,而Zacks一致预期为亏损0.16美元。相比之下,一年前每股亏损0.23美元。这些数字就非经常性项目进行了调整。</body></html></blockquote></p><p>This quarterly report represents an earnings surprise of 18.75%. A quarter ago, it was expected that this company would post a loss of $0.18 per share when it actually produced a loss of $0.02, delivering a surprise of 88.89%.</p><p><blockquote>本季度报告的盈利惊喜为18.75%。一个季度前,预计该公司每股亏损0.18美元,但实际亏损0.02美元,令人惊讶的是88.89%。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opendoor Slid Nearly 10% in Premarket Trading though It Topped Revenue Estimates<blockquote>尽管收入超出预期,Opendoor在盘前交易中下跌近10%</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\">\nOpendoor Slid Nearly 10% in Premarket Trading though It Topped Revenue Estimates<blockquote>尽管收入超出预期,Opendoor在盘前交易中下跌近10%</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\">2022-02-25 17:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Opendoor slid nealry 10% in premarket trading though it topped revenue estimates.<img src=\"https://static.tigerbbs.com/fd3104d27cdd5a2d8cc1176356c39ea5\" tg-width=\"769\" tg-height=\"559\" referrerpolicy=\"no-referrer\"/>Opendoor Technologies Inc. (OPEN) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.16. This compares to loss of $0.23 per share a year ago. These figures are adjusted for non-recurring items.</p><p><blockquote><html><head></head><body>Opendoor在盘前交易中下跌近10%,尽管其收入超出了预期。Opendoor Technologies Inc.(OPEN)公布的季度亏损为每股0.13美元,而Zacks一致预期为亏损0.16美元。相比之下,一年前每股亏损0.23美元。这些数字就非经常性项目进行了调整。</body></html></blockquote></p><p>This quarterly report represents an earnings surprise of 18.75%. A quarter ago, it was expected that this company would post a loss of $0.18 per share when it actually produced a loss of $0.02, delivering a surprise of 88.89%.</p><p><blockquote>本季度报告的盈利惊喜为18.75%。一个季度前,预计该公司每股亏损0.18美元,但实际亏损0.02美元,令人惊讶的是88.89%。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133524393","content_text":"Opendoor slid nealry 10% in premarket trading though it topped revenue estimates.Opendoor Technologies Inc. (OPEN) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.16. This compares to loss of $0.23 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 18.75%. A quarter ago, it was expected that this company would post a loss of $0.18 per share when it actually produced a loss of $0.02, delivering a surprise of 88.89%.","news_type":1,"symbols_score_info":{"OPEN":0.9}},"isVote":1,"tweetType":1,"viewCount":1259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636937975,"gmtCreate":1645620869135,"gmtModify":1645620869457,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/636937975","repostId":"2213370839","repostType":4,"isVote":1,"tweetType":1,"viewCount":1263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638449730,"gmtCreate":1645507797501,"gmtModify":1645507797822,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/638449730","repostId":"1132983285","repostType":4,"repost":{"id":"1132983285","kind":"news","pubTimestamp":1645484848,"share":"https://www.laohu8.com/m/news/1132983285?lang=zh_CN&edition=full","pubTime":"2022-02-22 07:07","market":"us","language":"en","title":"Moderna, Alibaba, Coinbase, Home Depot, Etsy, and Other Stocks to Watch This Week<blockquote>Moderna、阿里巴巴-SW、Coinbase、家得宝、Etsy和其他本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132983285","media":"Barron's","summary":"U.S. stock and bond markets will be closed for Presidents Day on Monday. Fourth-quarter earning seas","content":"<p><html><head></head><body>U.S. stock and bond markets will be closed for Presidents Day on Monday. Fourth-quarter earning season resumes when Wall Street returns, with results from Agilent Technologies, Home Depot, and Medtronic on Tuesday. On Wednesday, Booking Holdings, eBay, Lowe’s, Stellantis, and TJX report.</p><p><blockquote><html><head></head><body>美国股市和债市周一将因总统日休市。当华尔街回归时,第四季度财报季将恢复,安捷伦科技、家得宝和美敦力将于周二公布业绩。周三,Booking Holdings、eBay、Lowe's、Stellantis和TJX发布报告。</body></html></blockquote></p><p>Thursday will be particularly busy: Alibaba Group Holding, Anheuser-Busch InBev, Coinbase Global, Dell Technologies, Etsy, Moderna, Newmont, Norwegian Cruise Line Holdings, and Occidental Petroleum will be among the highlights. Finally, EOG Resources and Liberty Media close the week on Friday.</p><p><blockquote>周四将特别繁忙:阿里巴巴-SW集团控股、百威英博、Coinbase Global、戴尔科技、Etsy、Moderna、纽蒙特、挪威邮轮控股和西方石油公司将成为亮点。最后,EOG Resources和Liberty Media将于周五结束本周。</blockquote></p><p>The economic data highlights of the week will include IHS Markit’s Manufacturing and Services Purchasing Managers’ Indexes for February and the Conference Board’s Consumer Confidence Index for February––all on Tuesday. The surveys are each expected to come in flat to down versus January.</p><p><blockquote>本周的经济数据亮点将包括IHS Markit的2月份制造业和服务业采购经理人指数以及世界大型企业联合会的2月份消费者信心指数——全部将于周二公布。预计每项调查都将与一月份持平或下降。</blockquote></p><p>The Census Bureau will also report January durable-goods orders on Friday, which are often seen as a proxy for business investment. Finally, the Bureau of Economic Analysis will report personal income and spending for January on Friday. American consumers are expected to have spent more and earned slightly less compared with the prior month.</p><p><blockquote>人口普查局还将于周五公布1月份耐用品订单,这通常被视为商业投资的指标。最后,经济分析局将于周五报告一月份的个人收入和支出。与上个月相比,美国消费者预计支出增加,收入略有减少。</blockquote></p><p><h2>Monday 2/21</h2>Stock and fixed-income markets are closed in observance of Presidents Day.</p><p><blockquote><h2>星期一2/21</h2>股票和固定收益市场因总统日休市。</blockquote></p><p><h2>Tuesday 2/22</h2>Agilent Technologies, Cadence Design Systems, CenterPoint Energy, Home Depot, Medtronic, Palo Alto Networks, Public Storage, and Realty Income release earnings.</p><p><blockquote><h2>星期二2/22</h2>安捷伦科技、Cadence Design Systems、CenterPoint Energy、Home Depot、Medtronic、Palo Alto Networks、Public Storage和Realty Income发布收益。</blockquote></p><p>IHS Markit releases its Manufacturing and Services Purchasing Managers’ Indexes for February. Consensus estimates are for a 56 reading for the Manufacturing PMI and a 52.2 for the Services PMI. This compares with 55.5 and 51.2, respectively, in January. The January Services PMI was the lowest reading since July 2020.</p><p><blockquote>IHS Markit发布2月份制造业和服务业采购经理人指数。普遍预期制造业PMI为56,服务业PMI为52.2。相比之下,1月份分别为55.5和51.2。1月份服务业PMI为2020年7月以来的最低读数。</blockquote></p><p>The Conference Board releases its Consumer Confidence Index for February. Economists forecast a 110.8 reading, roughly three points less than the January data.</p><p><blockquote>世界大型企业联合会发布2月份消费者信心指数。经济学家预测为110.8,比1月份的数据低约3个百分点。</blockquote></p><p><h2>Wednesday 2/23</h2>Booking Holdings, Coterra Energy, eBay, Lowe’s, Molson Coors Beverage, Stellantis, and TJX Cos. report quarterly results.</p><p><blockquote><h2>星期三2/23</h2>Booking Holdings、Coterra Energy、eBay、Lowe's、Molson Coors Beverage、Stellantis和TJX Cos。报告季度业绩。</blockquote></p><p>The General Assembly of the United Nations holds a meeting to debate the ongoing tensions in Ukraine.</p><p><blockquote>联合国大会召开会议辩论乌克兰持续紧张局势。</blockquote></p><p>Cummins holds its 2022 analyst day.</p><p><blockquote>康明斯举办2022年分析师日。</blockquote></p><p><h2>Thursday 2/24</h2>The BEA reports its second estimate of fourth-quarter 2021 gross domestic product. Economists forecast a 5.9% seasonally adjusted annual growth rate, one percentage less than the advance estimate of 6.9%.</p><p><blockquote><h2>星期四2/24</h2>东亚银行报告了对2021年第四季度国内生产总值的第二次估计。经济学家预测经季节调整后的年增长率为5.9%,比预先估计的6.9%低一个百分点。</blockquote></p><p>Alibaba Group Holding, Anheuser-Busch InBev, American Electric Power, Autodesk, Block, CBRE Group, Coinbase Global, Dell Technologies, Etsy, Intuit, Moderna, Newmont, Norwegian Cruise Line Holdings, NRG Energy, Occidental Petroleum, Public Service Enterprise Group, Royal Bank of Canada, and VMware release earnings.</p><p><blockquote>阿里巴巴-SW集团控股、百威英博、美国电力、欧特克、Block、世邦魏理仕集团、Coinbase Global、戴尔科技、Etsy、Intuit、Moderna、纽蒙特、挪威邮轮控股、NRG能源、西方石油、公共服务企业集团、加拿大皇家银行和VMware发布财报。</blockquote></p><p>The Census Bureau reports new-home sales for January. Expectations are for a seasonally adjusted annual rate of 792,000 new single-family houses sold, 19,000 fewer than in December.</p><p><blockquote>人口普查局报告一月份新房销售情况。预计经季节调整后的新单户住宅年率为792,000套,比12月份减少19,000套。</blockquote></p><p><h2>Friday 2/25</h2>Canadian Imperial Bank of Commerce, EOG Resources, Liberty Media, and Sempra Energy hold conference calls to discuss quarterly results.</p><p><blockquote><h2>星期五2/25</h2>加拿大帝国商业银行、EOG Resources、Liberty Media和Sempra Energy在评级举行会议讨论季度业绩。</blockquote></p><p>The Census Bureau releases the January durable-goods report. Consensus estimate is for new orders for manufactured durable goods to rise 1% month over month to $270.3 billion.</p><p><blockquote>人口普查局发布一月份耐用品报告。市场普遍预计耐用品新订单将环比增长1%,达到2703亿美元。</blockquote></p><p>The National Association of Realtors releases its Pending Home Sales index for January. In December, pending home sales fell 3.8%, the second consecutive month of declines. Rising mortgage rates and record-high home prices have taken some of the wind out of the housing market.</p><p><blockquote>全国房地产经纪人协会发布一月份待售房屋销售指数。12月,待售房屋销售下降3.8%,为连续第二个月下降。不断上升的抵押贷款利率和创纪录的高房价已经让房地产市场失去了一些动力。</blockquote></p><p>The BEA reports personal income and spending for January. Income is expected to decline 0.3% month over month, while expenditures are seen rising 1.4%.</p><p><blockquote>东亚银行报告一月份的个人收入和支出。收入预计环比下降0.3%,而支出预计增长1.4%。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1610680873436","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>Moderna, Alibaba, Coinbase, Home Depot, Etsy, and Other Stocks to Watch This Week<blockquote>Moderna、阿里巴巴-SW、Coinbase、家得宝、Etsy和其他本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna, Alibaba, Coinbase, Home Depot, Etsy, and Other Stocks to Watch This Week<blockquote>Moderna、阿里巴巴-SW、Coinbase、家得宝、Etsy和其他本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2022-02-22 07:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>U.S. stock and bond markets will be closed for Presidents Day on Monday. Fourth-quarter earning season resumes when Wall Street returns, with results from Agilent Technologies, Home Depot, and Medtronic on Tuesday. On Wednesday, Booking Holdings, eBay, Lowe’s, Stellantis, and TJX report.</p><p><blockquote><html><head></head><body>美国股市和债市周一将因总统日休市。当华尔街回归时,第四季度财报季将恢复,安捷伦科技、家得宝和美敦力将于周二公布业绩。周三,Booking Holdings、eBay、Lowe's、Stellantis和TJX发布报告。</body></html></blockquote></p><p>Thursday will be particularly busy: Alibaba Group Holding, Anheuser-Busch InBev, Coinbase Global, Dell Technologies, Etsy, Moderna, Newmont, Norwegian Cruise Line Holdings, and Occidental Petroleum will be among the highlights. Finally, EOG Resources and Liberty Media close the week on Friday.</p><p><blockquote>周四将特别繁忙:阿里巴巴-SW集团控股、百威英博、Coinbase Global、戴尔科技、Etsy、Moderna、纽蒙特、挪威邮轮控股和西方石油公司将成为亮点。最后,EOG Resources和Liberty Media将于周五结束本周。</blockquote></p><p>The economic data highlights of the week will include IHS Markit’s Manufacturing and Services Purchasing Managers’ Indexes for February and the Conference Board’s Consumer Confidence Index for February––all on Tuesday. The surveys are each expected to come in flat to down versus January.</p><p><blockquote>本周的经济数据亮点将包括IHS Markit的2月份制造业和服务业采购经理人指数以及世界大型企业联合会的2月份消费者信心指数——全部将于周二公布。预计每项调查都将与一月份持平或下降。</blockquote></p><p>The Census Bureau will also report January durable-goods orders on Friday, which are often seen as a proxy for business investment. Finally, the Bureau of Economic Analysis will report personal income and spending for January on Friday. American consumers are expected to have spent more and earned slightly less compared with the prior month.</p><p><blockquote>人口普查局还将于周五公布1月份耐用品订单,这通常被视为商业投资的指标。最后,经济分析局将于周五报告一月份的个人收入和支出。与上个月相比,美国消费者预计支出增加,收入略有减少。</blockquote></p><p><h2>Monday 2/21</h2>Stock and fixed-income markets are closed in observance of Presidents Day.</p><p><blockquote><h2>星期一2/21</h2>股票和固定收益市场因总统日休市。</blockquote></p><p><h2>Tuesday 2/22</h2>Agilent Technologies, Cadence Design Systems, CenterPoint Energy, Home Depot, Medtronic, Palo Alto Networks, Public Storage, and Realty Income release earnings.</p><p><blockquote><h2>星期二2/22</h2>安捷伦科技、Cadence Design Systems、CenterPoint Energy、Home Depot、Medtronic、Palo Alto Networks、Public Storage和Realty Income发布收益。</blockquote></p><p>IHS Markit releases its Manufacturing and Services Purchasing Managers’ Indexes for February. Consensus estimates are for a 56 reading for the Manufacturing PMI and a 52.2 for the Services PMI. This compares with 55.5 and 51.2, respectively, in January. The January Services PMI was the lowest reading since July 2020.</p><p><blockquote>IHS Markit发布2月份制造业和服务业采购经理人指数。普遍预期制造业PMI为56,服务业PMI为52.2。相比之下,1月份分别为55.5和51.2。1月份服务业PMI为2020年7月以来的最低读数。</blockquote></p><p>The Conference Board releases its Consumer Confidence Index for February. Economists forecast a 110.8 reading, roughly three points less than the January data.</p><p><blockquote>世界大型企业联合会发布2月份消费者信心指数。经济学家预测为110.8,比1月份的数据低约3个百分点。</blockquote></p><p><h2>Wednesday 2/23</h2>Booking Holdings, Coterra Energy, eBay, Lowe’s, Molson Coors Beverage, Stellantis, and TJX Cos. report quarterly results.</p><p><blockquote><h2>星期三2/23</h2>Booking Holdings、Coterra Energy、eBay、Lowe's、Molson Coors Beverage、Stellantis和TJX Cos。报告季度业绩。</blockquote></p><p>The General Assembly of the United Nations holds a meeting to debate the ongoing tensions in Ukraine.</p><p><blockquote>联合国大会召开会议辩论乌克兰持续紧张局势。</blockquote></p><p>Cummins holds its 2022 analyst day.</p><p><blockquote>康明斯举办2022年分析师日。</blockquote></p><p><h2>Thursday 2/24</h2>The BEA reports its second estimate of fourth-quarter 2021 gross domestic product. Economists forecast a 5.9% seasonally adjusted annual growth rate, one percentage less than the advance estimate of 6.9%.</p><p><blockquote><h2>星期四2/24</h2>东亚银行报告了对2021年第四季度国内生产总值的第二次估计。经济学家预测经季节调整后的年增长率为5.9%,比预先估计的6.9%低一个百分点。</blockquote></p><p>Alibaba Group Holding, Anheuser-Busch InBev, American Electric Power, Autodesk, Block, CBRE Group, Coinbase Global, Dell Technologies, Etsy, Intuit, Moderna, Newmont, Norwegian Cruise Line Holdings, NRG Energy, Occidental Petroleum, Public Service Enterprise Group, Royal Bank of Canada, and VMware release earnings.</p><p><blockquote>阿里巴巴-SW集团控股、百威英博、美国电力、欧特克、Block、世邦魏理仕集团、Coinbase Global、戴尔科技、Etsy、Intuit、Moderna、纽蒙特、挪威邮轮控股、NRG能源、西方石油、公共服务企业集团、加拿大皇家银行和VMware发布财报。</blockquote></p><p>The Census Bureau reports new-home sales for January. Expectations are for a seasonally adjusted annual rate of 792,000 new single-family houses sold, 19,000 fewer than in December.</p><p><blockquote>人口普查局报告一月份新房销售情况。预计经季节调整后的新单户住宅年率为792,000套,比12月份减少19,000套。</blockquote></p><p><h2>Friday 2/25</h2>Canadian Imperial Bank of Commerce, EOG Resources, Liberty Media, and Sempra Energy hold conference calls to discuss quarterly results.</p><p><blockquote><h2>星期五2/25</h2>加拿大帝国商业银行、EOG Resources、Liberty Media和Sempra Energy在评级举行会议讨论季度业绩。</blockquote></p><p>The Census Bureau releases the January durable-goods report. Consensus estimate is for new orders for manufactured durable goods to rise 1% month over month to $270.3 billion.</p><p><blockquote>人口普查局发布一月份耐用品报告。市场普遍预计耐用品新订单将环比增长1%,达到2703亿美元。</blockquote></p><p>The National Association of Realtors releases its Pending Home Sales index for January. In December, pending home sales fell 3.8%, the second consecutive month of declines. Rising mortgage rates and record-high home prices have taken some of the wind out of the housing market.</p><p><blockquote>全国房地产经纪人协会发布一月份待售房屋销售指数。12月,待售房屋销售下降3.8%,为连续第二个月下降。不断上升的抵押贷款利率和创纪录的高房价已经让房地产市场失去了一些动力。</blockquote></p><p>The BEA reports personal income and spending for January. Income is expected to decline 0.3% month over month, while expenditures are seen rising 1.4%.</p><p><blockquote>东亚银行报告一月份的个人收入和支出。收入预计环比下降0.3%,而支出预计增长1.4%。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-moderna-alibaba-coinbase-51645240255\">Barron's</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.","MRNA":"Moderna, Inc.","HD":"家得宝","BABA":"阿里巴巴","ETSY":"Etsy, Inc."},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-moderna-alibaba-coinbase-51645240255","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132983285","content_text":"U.S. stock and bond markets will be closed for Presidents Day on Monday. Fourth-quarter earning season resumes when Wall Street returns, with results from Agilent Technologies, Home Depot, and Medtronic on Tuesday. On Wednesday, Booking Holdings, eBay, Lowe’s, Stellantis, and TJX report.Thursday will be particularly busy: Alibaba Group Holding, Anheuser-Busch InBev, Coinbase Global, Dell Technologies, Etsy, Moderna, Newmont, Norwegian Cruise Line Holdings, and Occidental Petroleum will be among the highlights. Finally, EOG Resources and Liberty Media close the week on Friday.The economic data highlights of the week will include IHS Markit’s Manufacturing and Services Purchasing Managers’ Indexes for February and the Conference Board’s Consumer Confidence Index for February––all on Tuesday. The surveys are each expected to come in flat to down versus January.The Census Bureau will also report January durable-goods orders on Friday, which are often seen as a proxy for business investment. Finally, the Bureau of Economic Analysis will report personal income and spending for January on Friday. American consumers are expected to have spent more and earned slightly less compared with the prior month.Monday 2/21Stock and fixed-income markets are closed in observance of Presidents Day.Tuesday 2/22Agilent Technologies, Cadence Design Systems, CenterPoint Energy, Home Depot, Medtronic, Palo Alto Networks, Public Storage, and Realty Income release earnings.IHS Markit releases its Manufacturing and Services Purchasing Managers’ Indexes for February. Consensus estimates are for a 56 reading for the Manufacturing PMI and a 52.2 for the Services PMI. This compares with 55.5 and 51.2, respectively, in January. The January Services PMI was the lowest reading since July 2020.The Conference Board releases its Consumer Confidence Index for February. Economists forecast a 110.8 reading, roughly three points less than the January data.Wednesday 2/23Booking Holdings, Coterra Energy, eBay, Lowe’s, Molson Coors Beverage, Stellantis, and TJX Cos. report quarterly results.The General Assembly of the United Nations holds a meeting to debate the ongoing tensions in Ukraine.Cummins holds its 2022 analyst day.Thursday 2/24The BEA reports its second estimate of fourth-quarter 2021 gross domestic product. Economists forecast a 5.9% seasonally adjusted annual growth rate, one percentage less than the advance estimate of 6.9%.Alibaba Group Holding, Anheuser-Busch InBev, American Electric Power, Autodesk, Block, CBRE Group, Coinbase Global, Dell Technologies, Etsy, Intuit, Moderna, Newmont, Norwegian Cruise Line Holdings, NRG Energy, Occidental Petroleum, Public Service Enterprise Group, Royal Bank of Canada, and VMware release earnings.The Census Bureau reports new-home sales for January. Expectations are for a seasonally adjusted annual rate of 792,000 new single-family houses sold, 19,000 fewer than in December.Friday 2/25Canadian Imperial Bank of Commerce, EOG Resources, Liberty Media, and Sempra Energy hold conference calls to discuss quarterly results.The Census Bureau releases the January durable-goods report. Consensus estimate is for new orders for manufactured durable goods to rise 1% month over month to $270.3 billion.The National Association of Realtors releases its Pending Home Sales index for January. In December, pending home sales fell 3.8%, the second consecutive month of declines. Rising mortgage rates and record-high home prices have taken some of the wind out of the housing market.The BEA reports personal income and spending for January. Income is expected to decline 0.3% month over month, while expenditures are seen rising 1.4%.","news_type":1,"symbols_score_info":{"COIN":0.9,"HD":0.9,"ETSY":0.9,"BABA":0.9,"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638235454,"gmtCreate":1645335767915,"gmtModify":1645335768327,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638235454","repostId":"2212867177","repostType":4,"repost":{"id":"2212867177","kind":"highlight","pubTimestamp":1645329608,"share":"https://www.laohu8.com/m/news/2212867177?lang=zh_CN&edition=full","pubTime":"2022-02-20 12:00","market":"us","language":"en","title":"As investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023<blockquote>随着投资者惩罚Shopify,这15家电子商务公司预计到2023年销售额增长最快</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2212867177","media":"MarketWatch","summary":"Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or mo","content":"<p><html><head></head><body>Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or more</p><p><blockquote><html><head></head><body>分析师表示,Uber、Carvana以及Shopify的销售额将以年化30%或更高的速度增长</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0972bfe1f39b9951cc40461d88665e56\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>Shopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth through 2023.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopify、Uber和Carvana等电子商务公司预计将在2023年实现最佳销售增长。</span></p></blockquote></p><p>Shopify had a blowout fourth quarter, with sales rising 41% from a year earlier, the company reported after the market close on Feb. 15.</p><p><blockquote>Shopify在2月15日收盘后报告称,第四季度业绩井喷,销售额同比增长41%。</blockquote></p><p>Sales are the main objective of a company working at the forefront of the shift to ecommerce. But Shopify's stock fell 26% over the following two trading sessions, even after company reported results that came in ahead of analysts' expectations for revenue and earnings.</p><p><blockquote>销售是处于电子商务转型前沿的公司的主要目标。但Shopify的股价在接下来的两个交易日内下跌了26%,尽管该公司公布的业绩超出了分析师的收入和盈利预期。</blockquote></p><p>The above headline from Barron's spells out the problem in this market environment for any highly valued tech stock: Even in a growing economy with better-than-expected retail sales, if a company's own sales outlook for the months ahead disappoint investors, the stock can crash.</p><p><blockquote>《巴伦周刊》的上述标题阐明了任何高估值科技股在这种市场环境下面临的问题:即使在零售销售好于预期的经济增长中,如果一家公司自己未来几个月的销售前景令投资者失望,该股也可能崩溃。</blockquote></p><p>While we cannot predict which highly valued ecommerce companies might be next to disappoint investors, we can look ahead to see which are expected to increase sales the most quickly. A list of these expected rapid-growers derived from the holdings of three ecommerce exchange-traded funds is below.</p><p><blockquote>虽然我们无法预测哪些高估值的电子商务公司可能会下一个让投资者失望的公司,但我们可以展望未来,看看哪些公司有望最快地增加销售额。以下是来自三只电子商务交易所交易基金持有的这些预期快速增长的股票列表。</blockquote></p><p><b>A high valuation in a touchy market</b></p><p><blockquote><b>敏感市场中的高估值</b></blockquote></p><p>Here's a three-year price chart for <a href=\"https://laohu8.com/S/SHOP\">Shopify Inc</a>. (SHOP.T) through the close on Feb. 15 -- that is, before the company announced its fourth-quarter results:</p><p><blockquote>这是三年价格图表<a href=\"https://laohu8.com/S/SHOP\">Shopify公司</a>.(SHOP.T)截至2月15日收盘——即该公司公布第四季度业绩之前:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c135df5da79b693cf14c512dafb474e\" tg-width=\"700\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/><span>FACTSET</span></p><p><blockquote><p class=\"t-img-caption\"><span>FACTSET</span></p></blockquote></p><p>The stock was up fivefold for three years before Shopify put out its fourth-quarter results. And the stock was trading for 14.5 times the consensus forward sales estimate among analysts polled by FactSet. That's a very high valuation when compared with a price/sales valuation of 2.6 for the S&P 500 and 2.9 for a venerable internet services highflyer such as Amazon.com Inc..</p><p><blockquote>在Shopify公布第四季度业绩之前,该股三年内上涨了五倍。该股的交易价格是FactSet调查的分析师普遍预期销售预期的14.5倍。与标普500 2.6的市销率估值和亚马逊等历史悠久的互联网服务巨头2.9的市销率估值相比,这是一个非常高的估值。</blockquote></p><p>Investors were paying through the nose for Shopify's stock. Then again, the stock had traded as high as 47.1 times the consensus forward sales estimate in July 2020.</p><p><blockquote>投资者为Shopify的股票付出了高昂的代价。话又说回来,该股在2020年7月的交易价格高达预期预期的47.1倍。</blockquote></p><p><b>Three ecommerce ETFs</b></p><p><blockquote><b>三只电子商务ETF</b></blockquote></p><p>In order to come up with a list of ecommerce stocks for a screen, we looked at three ETFs focusing on this industry group:</p><p><blockquote>为了列出用于屏幕的电子商务股票列表,我们研究了三只专注于该行业群体的ETF:</blockquote></p><p><ul><li>The ProShares Online Retail ETF has $581 million in assets under management and holds 39 stocks. It is heavily concentrated, with Amazon making up 25% of the portfolio and Alibaba Group Holding Ltd. the second-largest holding at 13.6%. The third-largest holding is eBay Inc.,at 4.5%.</li><li>The Amplify Online Retail ETF has $475 million in assets, holds 79 stocks. The individual stocks are equal-weighted within the portfolio, which itself is 70% weighted to the U.S. According to FactSet, this approach “keeps giants [such as] Amazon from dominating the basket, but also introduces a bias to smaller and possibly more risky firms.”</li><li>The Global X E-Commerce ETF has $151 million in assets. It holds 40 stocks and has a modified weighting by market capitalization. Its top five holdings make up 13.1% of the portfolio. Expedia Group Inc. is the largest holding, at 6.7%, followed by Booking Holdings Inc. at 6.4% and JD.com Inc. at 5.5%.</li></ul>Leaving the ETFs in size order, here are projected compound annual growth rates (CAGR) for sales per share through 2023, based on consensus estimates among analysts polled by FactSet:</p><p><blockquote><ul><li>ProShares在线零售ETF管理着5.81亿美元的资产,持有39只股票。它高度集中,亚马逊占投资组合的25%,阿里巴巴-SW集团控股有限公司是第二大持股,占13.6%。第三大持股是eBay Inc.,持股4.5%。</li><li>Amplify Online Retail ETF拥有4.75亿美元资产,持有79只股票。个股在投资组合中的权重相等,投资组合本身对美国的权重为70%。FactSet表示,这种方法“可以防止亚马逊等巨头主导投资组合,但也会对规模较小、风险可能更大的公司产生偏见。”</li><li>Global X电子商务ETF拥有1.51亿美元的资产。它持有40只股票,并按市值调整了权重。其前五名持股占投资组合的13.1%。Expedia Group Inc.是最大的持股公司,持股比例为6.7%,其次是Booking Holdings Inc.,持股比例为6.4%,京东公司持股比例为5.5%。</li></ul>按照ETF的规模顺序,以下是根据FactSet调查的分析师的一致估计,预计到2023年每股销售额的复合年增长率(CAGR):</blockquote></p><p><img src=\"https://static.tigerbbs.com/f18eabe068db738de93011466468f122\" tg-width=\"929\" tg-height=\"490\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><b>Ecommerce stock screen</b></p><p><blockquote><b>电子商务股票屏幕</b></blockquote></p><p>Together, the three ETFs hold 78 stocks. Among those, 63 are covered by at least five analysts polled by FactSet for estimates, ratings and price targets.</p><p><blockquote>这三只ETF总共持有78只股票。其中,至少有5名分析师接受了FactSet的预估、评级和价格目标调查。</blockquote></p><p>Here are the 15 companies analysts expect to achieve the highest sales CAGR through calendar 2023. The consensus sales estimates are in millions of U.S. dollars.</p><p><blockquote>以下是分析师预计到2023年销售额复合年增长率最高的15家公司。普遍的销售额估计为数百万美元。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad28766966168ede9e093a011d49c414\" tg-width=\"935\" tg-height=\"818\" referrerpolicy=\"no-referrer\"/><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p>Leaving the list in the same order, here's a summary of analysts' opinions about the stocks:</p><p><blockquote>按照相同的顺序排列,以下是分析师对这些股票的看法摘要:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3049f96cafa935056f64a58272362c2\" tg-width=\"938\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><span>Souce: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023<blockquote>随着投资者惩罚Shopify,这15家电子商务公司预计到2023年销售额增长最快</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\">\nAs investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023<blockquote>随着投资者惩罚Shopify,这15家电子商务公司预计到2023年销售额增长最快</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2022-02-20 12:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or more</p><p><blockquote><html><head></head><body>分析师表示,Uber、Carvana以及Shopify的销售额将以年化30%或更高的速度增长</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0972bfe1f39b9951cc40461d88665e56\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>Shopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth through 2023.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopify、Uber和Carvana等电子商务公司预计将在2023年实现最佳销售增长。</span></p></blockquote></p><p>Shopify had a blowout fourth quarter, with sales rising 41% from a year earlier, the company reported after the market close on Feb. 15.</p><p><blockquote>Shopify在2月15日收盘后报告称,第四季度业绩井喷,销售额同比增长41%。</blockquote></p><p>Sales are the main objective of a company working at the forefront of the shift to ecommerce. But Shopify's stock fell 26% over the following two trading sessions, even after company reported results that came in ahead of analysts' expectations for revenue and earnings.</p><p><blockquote>销售是处于电子商务转型前沿的公司的主要目标。但Shopify的股价在接下来的两个交易日内下跌了26%,尽管该公司公布的业绩超出了分析师的收入和盈利预期。</blockquote></p><p>The above headline from Barron's spells out the problem in this market environment for any highly valued tech stock: Even in a growing economy with better-than-expected retail sales, if a company's own sales outlook for the months ahead disappoint investors, the stock can crash.</p><p><blockquote>《巴伦周刊》的上述标题阐明了任何高估值科技股在这种市场环境下面临的问题:即使在零售销售好于预期的经济增长中,如果一家公司自己未来几个月的销售前景令投资者失望,该股也可能崩溃。</blockquote></p><p>While we cannot predict which highly valued ecommerce companies might be next to disappoint investors, we can look ahead to see which are expected to increase sales the most quickly. A list of these expected rapid-growers derived from the holdings of three ecommerce exchange-traded funds is below.</p><p><blockquote>虽然我们无法预测哪些高估值的电子商务公司可能会下一个让投资者失望的公司,但我们可以展望未来,看看哪些公司有望最快地增加销售额。以下是来自三只电子商务交易所交易基金持有的这些预期快速增长的股票列表。</blockquote></p><p><b>A high valuation in a touchy market</b></p><p><blockquote><b>敏感市场中的高估值</b></blockquote></p><p>Here's a three-year price chart for <a href=\"https://laohu8.com/S/SHOP\">Shopify Inc</a>. (SHOP.T) through the close on Feb. 15 -- that is, before the company announced its fourth-quarter results:</p><p><blockquote>这是三年价格图表<a href=\"https://laohu8.com/S/SHOP\">Shopify公司</a>.(SHOP.T)截至2月15日收盘——即该公司公布第四季度业绩之前:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c135df5da79b693cf14c512dafb474e\" tg-width=\"700\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/><span>FACTSET</span></p><p><blockquote><p class=\"t-img-caption\"><span>FACTSET</span></p></blockquote></p><p>The stock was up fivefold for three years before Shopify put out its fourth-quarter results. And the stock was trading for 14.5 times the consensus forward sales estimate among analysts polled by FactSet. That's a very high valuation when compared with a price/sales valuation of 2.6 for the S&P 500 and 2.9 for a venerable internet services highflyer such as Amazon.com Inc..</p><p><blockquote>在Shopify公布第四季度业绩之前,该股三年内上涨了五倍。该股的交易价格是FactSet调查的分析师普遍预期销售预期的14.5倍。与标普500 2.6的市销率估值和亚马逊等历史悠久的互联网服务巨头2.9的市销率估值相比,这是一个非常高的估值。</blockquote></p><p>Investors were paying through the nose for Shopify's stock. Then again, the stock had traded as high as 47.1 times the consensus forward sales estimate in July 2020.</p><p><blockquote>投资者为Shopify的股票付出了高昂的代价。话又说回来,该股在2020年7月的交易价格高达预期预期的47.1倍。</blockquote></p><p><b>Three ecommerce ETFs</b></p><p><blockquote><b>三只电子商务ETF</b></blockquote></p><p>In order to come up with a list of ecommerce stocks for a screen, we looked at three ETFs focusing on this industry group:</p><p><blockquote>为了列出用于屏幕的电子商务股票列表,我们研究了三只专注于该行业群体的ETF:</blockquote></p><p><ul><li>The ProShares Online Retail ETF has $581 million in assets under management and holds 39 stocks. It is heavily concentrated, with Amazon making up 25% of the portfolio and Alibaba Group Holding Ltd. the second-largest holding at 13.6%. The third-largest holding is eBay Inc.,at 4.5%.</li><li>The Amplify Online Retail ETF has $475 million in assets, holds 79 stocks. The individual stocks are equal-weighted within the portfolio, which itself is 70% weighted to the U.S. According to FactSet, this approach “keeps giants [such as] Amazon from dominating the basket, but also introduces a bias to smaller and possibly more risky firms.”</li><li>The Global X E-Commerce ETF has $151 million in assets. It holds 40 stocks and has a modified weighting by market capitalization. Its top five holdings make up 13.1% of the portfolio. Expedia Group Inc. is the largest holding, at 6.7%, followed by Booking Holdings Inc. at 6.4% and JD.com Inc. at 5.5%.</li></ul>Leaving the ETFs in size order, here are projected compound annual growth rates (CAGR) for sales per share through 2023, based on consensus estimates among analysts polled by FactSet:</p><p><blockquote><ul><li>ProShares在线零售ETF管理着5.81亿美元的资产,持有39只股票。它高度集中,亚马逊占投资组合的25%,阿里巴巴-SW集团控股有限公司是第二大持股,占13.6%。第三大持股是eBay Inc.,持股4.5%。</li><li>Amplify Online Retail ETF拥有4.75亿美元资产,持有79只股票。个股在投资组合中的权重相等,投资组合本身对美国的权重为70%。FactSet表示,这种方法“可以防止亚马逊等巨头主导投资组合,但也会对规模较小、风险可能更大的公司产生偏见。”</li><li>Global X电子商务ETF拥有1.51亿美元的资产。它持有40只股票,并按市值调整了权重。其前五名持股占投资组合的13.1%。Expedia Group Inc.是最大的持股公司,持股比例为6.7%,其次是Booking Holdings Inc.,持股比例为6.4%,京东公司持股比例为5.5%。</li></ul>按照ETF的规模顺序,以下是根据FactSet调查的分析师的一致估计,预计到2023年每股销售额的复合年增长率(CAGR):</blockquote></p><p><img src=\"https://static.tigerbbs.com/f18eabe068db738de93011466468f122\" tg-width=\"929\" tg-height=\"490\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><b>Ecommerce stock screen</b></p><p><blockquote><b>电子商务股票屏幕</b></blockquote></p><p>Together, the three ETFs hold 78 stocks. Among those, 63 are covered by at least five analysts polled by FactSet for estimates, ratings and price targets.</p><p><blockquote>这三只ETF总共持有78只股票。其中,至少有5名分析师接受了FactSet的预估、评级和价格目标调查。</blockquote></p><p>Here are the 15 companies analysts expect to achieve the highest sales CAGR through calendar 2023. The consensus sales estimates are in millions of U.S. dollars.</p><p><blockquote>以下是分析师预计到2023年销售额复合年增长率最高的15家公司。普遍的销售额估计为数百万美元。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad28766966168ede9e093a011d49c414\" tg-width=\"935\" tg-height=\"818\" referrerpolicy=\"no-referrer\"/><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p>Leaving the list in the same order, here's a summary of analysts' opinions about the stocks:</p><p><blockquote>按照相同的顺序排列,以下是分析师对这些股票的看法摘要:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3049f96cafa935056f64a58272362c2\" tg-width=\"938\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><span>Souce: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/as-investors-punish-shopify-these-15-ecommerce-stocks-are-expected-to-grow-sales-the-most-through-2023-11645035163?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVNA":"Carvana Co.","UBER":"优步","PDD":"拼多多","TCOM":"携程网","SHOP":"Shopify Inc"},"source_url":"https://www.marketwatch.com/story/as-investors-punish-shopify-these-15-ecommerce-stocks-are-expected-to-grow-sales-the-most-through-2023-11645035163?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212867177","content_text":"Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or moreShopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth through 2023.Shopify had a blowout fourth quarter, with sales rising 41% from a year earlier, the company reported after the market close on Feb. 15.Sales are the main objective of a company working at the forefront of the shift to ecommerce. But Shopify's stock fell 26% over the following two trading sessions, even after company reported results that came in ahead of analysts' expectations for revenue and earnings.The above headline from Barron's spells out the problem in this market environment for any highly valued tech stock: Even in a growing economy with better-than-expected retail sales, if a company's own sales outlook for the months ahead disappoint investors, the stock can crash.While we cannot predict which highly valued ecommerce companies might be next to disappoint investors, we can look ahead to see which are expected to increase sales the most quickly. A list of these expected rapid-growers derived from the holdings of three ecommerce exchange-traded funds is below.A high valuation in a touchy marketHere's a three-year price chart for Shopify Inc. (SHOP.T) through the close on Feb. 15 -- that is, before the company announced its fourth-quarter results:FACTSETThe stock was up fivefold for three years before Shopify put out its fourth-quarter results. And the stock was trading for 14.5 times the consensus forward sales estimate among analysts polled by FactSet. That's a very high valuation when compared with a price/sales valuation of 2.6 for the S&P 500 and 2.9 for a venerable internet services highflyer such as Amazon.com Inc..Investors were paying through the nose for Shopify's stock. Then again, the stock had traded as high as 47.1 times the consensus forward sales estimate in July 2020.Three ecommerce ETFsIn order to come up with a list of ecommerce stocks for a screen, we looked at three ETFs focusing on this industry group:The ProShares Online Retail ETF has $581 million in assets under management and holds 39 stocks. It is heavily concentrated, with Amazon making up 25% of the portfolio and Alibaba Group Holding Ltd. the second-largest holding at 13.6%. The third-largest holding is eBay Inc.,at 4.5%.The Amplify Online Retail ETF has $475 million in assets, holds 79 stocks. The individual stocks are equal-weighted within the portfolio, which itself is 70% weighted to the U.S. According to FactSet, this approach “keeps giants [such as] Amazon from dominating the basket, but also introduces a bias to smaller and possibly more risky firms.”The Global X E-Commerce ETF has $151 million in assets. It holds 40 stocks and has a modified weighting by market capitalization. Its top five holdings make up 13.1% of the portfolio. Expedia Group Inc. is the largest holding, at 6.7%, followed by Booking Holdings Inc. at 6.4% and JD.com Inc. at 5.5%.Leaving the ETFs in size order, here are projected compound annual growth rates (CAGR) for sales per share through 2023, based on consensus estimates among analysts polled by FactSet:Ecommerce stock screenTogether, the three ETFs hold 78 stocks. Among those, 63 are covered by at least five analysts polled by FactSet for estimates, ratings and price targets.Here are the 15 companies analysts expect to achieve the highest sales CAGR through calendar 2023. The consensus sales estimates are in millions of U.S. dollars.Source: FactSetLeaving the list in the same order, here's a summary of analysts' opinions about the stocks:Souce: FactSet","news_type":1,"symbols_score_info":{"SHOP":1,"TCOM":0.9,"PDD":0.9,"UBER":0.9,"CVNA":0.9}},"isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638832925,"gmtCreate":1645168939197,"gmtModify":1645168939537,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/638832925","repostId":"1195946210","repostType":4,"repost":{"id":"1195946210","kind":"news","pubTimestamp":1645151754,"share":"https://www.laohu8.com/m/news/1195946210?lang=zh_CN&edition=full","pubTime":"2022-02-18 10:35","market":"us","language":"en","title":"Palantir: The Great Reset<blockquote>Palantir:伟大的重置</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195946210","media":"Seeking Alpha","summary":"SummaryAfter its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 a","content":"<p><html><head></head><body>Summary</p><p><blockquote><html><head></head><body>总结</body></html></blockquote></p><p><ul><li>After its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 at the time of this writing.</li><li>There is a host of reasons why the stock is still expensive.</li><li>Revenue growth at 30% per year through 2025.</li><li>There is some residual value in contracts booked with Palantir that are yet to be delivered that will lead to future revenue.</li><li>Free cash flow positive, and scratching the surface of profitability.</li></ul>There is no doubt about it, technology stocks, especially those that are potential game-changing names, are often extremely expensive. For years many of these stocks will lose money but invest heavily in their growth while seeing revenues increase dramatically. Sometimes that growth fades and the company never really transforms the world like it set out to do. Then there are times where for years the company loses money, but the internal metrics improve year after year and growth eventually is so strong profits roll in. Every great tech giant you know started out losing money. Picking winners and losers is easier said than done in the long term, but the key in our opinion is to look at what problems they solve, who their customers are, the growth, and to a lesser degree, valuation. One of the most controversial stocks in the market is Palantir Technologies (PLTR). The stock direct listed in 2020 and took off during the major tech rally into 2021. But in 2021, the stock began to fade, and today is back under $12. Has it come down enough? We think so, for the long-term investor. Even for traders, the potential of a dead cat bounce near-term is highly likely, but in the near-term, the stock is still expensive, even for high growth tech, but is much more reasonable compared to a few months ago. Thecompany just reported earnings, and the growth remains on track. The company is scratching the surface of profitability and is free cash flow positive. Customer count is growing and retention is strong. In short, we believe you can finally start buying here again.</p><p><blockquote><ul><li>直接上市后,其股价飙升至近40美元,在撰写本文时已回到12美元以下。</li><li>股票仍然昂贵的原因有很多。</li><li>到2025年,收入将以每年30%的速度增长。</li><li>与Palantir预订的合同中有一些尚未交付的剩余价值,这将带来未来的收入。</li><li>自由现金流为正,盈利能力仅触及表面。</li></ul>毫无疑问,科技股,尤其是那些有可能改变游戏规则的股票,往往极其昂贵。多年来,这些股票中的许多都会亏损,但在收入大幅增长的同时,他们会大力投资于其增长。有时,这种增长会消退,公司永远不会像它计划的那样真正改变世界。有时公司会连续多年亏损,但内部指标逐年改善,最终增长如此强劲,利润滚滚而来。你所知道的每一个伟大的科技巨头都是从亏损开始的。从长远来看,挑选赢家和输家说起来容易做起来难,但我们认为关键是看他们解决了什么问题,他们的客户是谁,增长情况,以及在较小程度上看估值。市场上最具争议的股票之一是Palantir Technologies(PLTR)。该股于2020年直接上市,并在2021年的主要科技股反弹期间起飞。但到了2021年,该股开始下跌,如今又回到了12美元以下。降得够多了吗?对于长期投资者来说,我们认为是这样。即使对于交易者来说,短期内死猫反弹的可能性也很大,但短期内,即使对于高增长科技公司来说,该股仍然昂贵,但与几个月前相比要合理得多。该公司刚刚公布了收益,增长仍在正轨上。该公司仅触及盈利能力的表面,自由现金流为正。客户数量在增长,保留率很高。简而言之,我们相信您最终可以再次开始在这里购买。</blockquote></p><p>What goes up doesn't always come down, but Palantir stock sure did</p><p><blockquote>上涨并不总是下跌,但Palantir股票确实下跌了</blockquote></p><p>Take a look at the chart of Palantir since going live on the stock market in 2020:</p><p><blockquote>看看Palantir自2020年上市以来的图表:</blockquote></p><p><img src=\"https://static.tigerbbs.com/46ca7504520c5dc53ff23d8f5a8d3a83\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>BAD BEAT Investing</p><p><blockquote>糟糕的投资</blockquote></p><p>As you can see, the stock rocketed to all-time highs in February of 2021 and traded a bit sideways in the 20s for a few months before cratering in the fall and of 2021 into 2022 with the threat of rate hikes decimating the high revenue growth, little to no earnings tech. Palantir fits this bill pretty well. But you can look at the chart of many innovation names that are seeing massive revenue growth but make no money. They all have gotten crushed in the last few months. While Palantir stock has a number of risks, we think you can finally start to buy.</p><p><blockquote>正如您所看到的,该股在2021年2月飙升至历史高点,并在20多岁的水平上小幅横盘交易了几个月,然后在秋季和2021年到2022年陷入困境,加息的威胁将摧毁高收入增长,几乎没有盈利的技术。Palantir非常符合这一要求。但你可以看看许多创新公司的图表,它们收入大幅增长,但却没有赚钱。在过去的几个月里,他们都崩溃了。虽然Palantir股票存在许多风险,但我们认为您终于可以开始购买了。</blockquote></p><p>The play</p><p><blockquote>戏剧</blockquote></p><p>Target entry 1: $11.95-$12.15 40% of position</p><p><blockquote>目标入场1:11.95美元-12.15美元头寸的40%</blockquote></p><p>Target entry 2: $10.80-$11.00 60% of position</p><p><blockquote>目标入场2:$10.80-$11.00头寸的60%</blockquote></p><p>Stop loss: $9</p><p><blockquote>止损:9美元</blockquote></p><p>Target exit: $15</p><p><blockquote>目标退出:15美元</blockquote></p><p>Options recommendations: With premiums high in this volatile name selling puts is a strong strategy for income and/or defining entry. Consider the March 18th, 2022 $12 puts for $0.80-$0.85 in premium. Call option buying is pricey, but you can consider the August 19th, 2022 $14 strike for $1.60, then $1.20.</p><p><blockquote>期权建议:由于这种波动性较高的名称溢价较高,出售看跌期权是获得收入和/或确定入场的强有力策略。考虑2022年3月18日12美元的看跌期权,溢价为0.80-0.85美元。购买看涨期权期权价格昂贵,但您可以考虑2022年8月19日14美元的执行价格为1.60美元,然后为1.20美元。</blockquote></p><p>Discussion</p><p><blockquote>讨论</blockquote></p><p>Palantir brings in its revenue under two reporting segments. These are the government and commercial segments. Its commercial revenue stream has grown at a rapid rate over the last year, while government results and the outlook have been a bit mixed. To improve sales, Palantir has expanded its sales team and they have been working to secure new orders. In our opinion, this paid off.</p><p><blockquote>Palantir的收入分为两个报告部门。这些是政府和商业部门。去年,其商业收入流快速增长,而政府业绩和前景却有些好坏参半。为了提高销售额,Palantir扩大了销售团队,他们一直在努力争取新订单。在我们看来,这是有回报的。</blockquote></p><p>Performance was strong andahead of consensus estimates. Total revenue grew 34% year-over-year to $433 million, beating estimates by almost $15 million. The commercial revenue continues to grow at a great pace, rising 132% in 2021, and up 47% in Q4 vs last year. While the Government revenues have slowed their growth somewhat, they still rose 26% from last year, and the company added a total of 34 net new customers in the quarter across both segments.</p><p><blockquote>业绩强劲,超出共识预期。总收入同比增长34%至4.33亿美元,比预期高出近1500万美元。商业收入继续高速增长,2021年增长132%,第四季度较去年增长47%。尽管政府收入的增长有所放缓,但仍比去年增长了26%,该公司在本季度两个部门总共增加了34个净新客户。</blockquote></p><p>Now, here is the thing. The company is just barely starting to make money. That means the stock is expensive, like so many other growth tech names. More on that in a moment. While the company lost $59 million, adjusted income from operations was $124 million, while the company is free cash flow positive, seeing $104 million in the quarter. That is a big positive. For the year, adjusted free cash flow was $424 million. We love free cash flow. This is a very big positive. The company squeaked out a $0.02 adjusted EPS result. It is something.</p><p><blockquote>事情是这样的。该公司刚刚开始赚钱。这意味着该股价格昂贵,就像许多其他成长型科技公司一样。稍后会有更多介绍。虽然该公司亏损5900万美元,但调整后的运营收入为1.24亿美元,而该公司的自由现金流为正,本季度为1.04亿美元。这是一个很大的利好。全年调整后自由现金流为4.24亿美元。我们喜欢自由现金流。这是一个非常大的积极因素。该公司调整后每股收益勉强达到0.02美元。这是一件事。</blockquote></p><p></p><p>Now, as for the valuation, it is often best to look at price to sales ratios for high-growth tech. Take a look at Seeking Alpha'sgradeson these measures:</p><p><blockquote>现在,至于估值,通常最好看高增长科技的市销率。看看Seeking Alpha在以下指标上的评级:</blockquote></p><p><img src=\"https://static.tigerbbs.com/8f7343d2292c60fa673f2cfd23e2ea66\" tg-width=\"640\" tg-height=\"574\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>Seeking Alpha</p><p><blockquote>寻求阿尔法</blockquote></p><p>A bit laughable really, as all high-growth tech seemingly have 'failing' grades, but the metrics are what matters. At 18X sales, the stock is still expensive, factoring in the drop in shares to under $12, and we are still pricey at 15X-16X, but this is much more reasonable compared to when the stock was in the $30s. 90X FWD EPS, well, the company is working to get to being profitable, but we do like the hidden positive of a 1.0X PEG ratio. In terms ofgrowth,these measures look a lot better with 38% FWD revenue growth expected, and 350% levered free cash flow growth going forward. These fundamentals continue to improve for the company.</p><p><blockquote>确实有点可笑,因为所有高增长科技似乎都有“不及格”的成绩,但指标才是最重要的。以18倍的销售额计算,该股仍然昂贵,考虑到股价跌至12美元以下,我们的股价仍然昂贵,15-16倍,但与该股30多美元时相比,这要合理得多。90倍的FWD EPS,嗯,该公司正在努力实现盈利,但我们确实喜欢1.0倍PEG比率的隐藏积极因素。就增长而言,这些指标看起来要好得多,预计未来FWD收入增长38%,杠杆自由现金流增长350%。公司的这些基本面持续改善。</blockquote></p><p>Of course, the stock is still not without risk. First, even after the precipitous drop, shares are pricey as we mentioned. The company also could see government slash spending in tough times, though, some would argue that their technology saves the government money. We see the commercials sales growing though a recession could lead to reduced spend on tech companies like Palantir that try and help solve problems for companies.</p><p><blockquote>当然,该股仍不是没有风险。首先,正如我们提到的,即使在急剧下跌之后,股价仍然昂贵。该公司还可能看到政府在困难时期削减支出,不过,有些人会认为他们的技术为政府节省了资金。我们看到商业广告销售在增长,尽管经济衰退可能会导致Palantir等试图帮助公司解决问题的科技公司的支出减少。</blockquote></p><p>Perhaps one of the biggest issues many people have with this company is the unrelenting dilution that has been occurring. Alex Karp addressed this on the conference call:</p><p><blockquote>也许许多人对这家公司最大的问题之一是一直在发生的无情稀释。Alex Karp在电话会议上谈到了这一点:</blockquote></p><p></p><p><i>Thank you. And I really appreciate you, investors. Thanks for investing and the faith you have in us. Okay. So there's like the simple version, which I think it's like - so there's really - there's stock-based comp and there's dilution. Dilution thing, that's a red herring. We're not issuing a lot of new shares, I think it's like in the $9 million range. And so it would be a little coy of me to say that's like no issue, move on.</i><i>The thing to understand about Palantir and then I want to just take this like, it's actually not the result of the DPO, it's the result of the fact that we were completely focused on building product. We had no earthly idea we were going to DPO like right before we did it. And so most companies are quite frankly built so that the - when analysts look at it, the primary customer of most software companies is not the client, it's the software analyst.</i><i>So it's like we, obviously, our primary clients are our clients. which doesn't mean - and then now we're thinking about how do we expose the data in a way that people on the outside like you and professional analysts and others can look at the data and get a better sense of what's tracking, what's not tracking. But the primary source of a lot of these like questions really comes down to look, we built the company to support the U.S. warfighter primarily and then do - take dual, use it for the glory of humanity, particular humanity in the West. That was our idea. And because our primary client was not what someone had a hedge fund would think, we didn't actually think of these things from inception. And so now there's a process of normalization.</i><i>You're just going to see that in going forward on these calls just like how do you normalize, how do you provide data that people are going to look at, how do you provide data that people can understand that they're used to seeing, while simultaneously staying true to what our mission is. It's like our primary clients are the people we're serving. We're in full align with them. And that's why we survive even with the nascent sales force. You can get things to double, which is in sync.</i><i>So then you get to stock-based comp, which is like, okay, so - and there's 2 parts of it. Of course, IRI people kind of don't want me to do any kind of forward-looking math, but if you're smart enough to invest in talent, you're smart enough to figure out. There's essentially - there's the - how are we comping people, and there will be a normalization that will get us into a range where you would see in a software company within the next 18 months, latest 2 years. But there's essentially - and that's going to take a little time. It is going to happen, because it's also very much linked to another question, which is how do you actually run the company so it's profitable someday on a GAAP basis, not stripping out comp. And that was also within eyesight.</i><i>And those are our goals for Palantir because same reason we have no debt. The same reason we have $2.3 billion on our balance sheet. This is a company built for bad times. Bad times means strong finances internally. And that means at some point, you have to be GAAP profitable. You can't be GAAP profitable if you're diluting people or - correctly your stock based comp is totally - is not in conformity with other companies.</i><i>So you're seeing a normalization. This will change. It will change in the relatively near future. It will be linked to other things that we believe are important for Palantir like having a company that thrives in bad times. And we are - bad times are very good for Palantir because we build products that are robust, that are built for danger. And then the finances internally are actually built for bad times. And bad times means you have free cash flow, the free cash flow turns into GAAP profit.</i><i>That means the stock-based comp has to be one that's aligned with our investors also because that's basically - it's part of a little bit longer philosophical narrative, but like if software is the only moat, then value and gross shares have to be re-evaluated in terms of their value, value only exists if you can actually get a tech node, call it, maybe something besides. And growth only exist if you build a company that is where the technology is strong enough, the business fundamentals are strong enough that the free cash flow actually turns into GAAP profitability, and that's linked to stock return. So this is a priority, both because you care, but also quite frankly, because it is the health of our company, which we care a lot about."</i>As you can see, they acknowledge that this is an issue. We also like the mention of getting to GAAP profitability. However, we do encourage you to actually read the full transcript. The call was a bit interes</p><p><blockquote><i>谢谢你。我真的很感谢你们,投资者。感谢您的投资和对我们的信任。好的。所以有简单的版本,我认为它就像——所以真的有——有基于股票的补偿和稀释。稀释的事情,那是在转移视线。我们没有发行很多新股,我认为大概在900万美元左右。所以我有点害羞地说这没问题,继续前进。</i><i>关于Palantir需要了解的一点是,这实际上不是DPO的结果,而是我们完全专注于构建产品的结果。在我们去DPO之前,我们根本不知道我们要去DPO。因此,大多数公司都非常坦率地说,当分析师观察时,大多数软件公司的主要客户不是客户,而是软件分析师。</i><i>所以就像我们,很明显,我们的主要客户是我们的客户。这并不意味着——现在我们正在考虑如何以一种方式公开数据,让像您、专业分析师和其他人这样的外部人员可以查看数据,并更好地了解什么是跟踪,什么是不跟踪。但许多类似问题的主要来源实际上可以归结为,我们建立公司主要是为了支持美国作战人员,然后采取双重措施,将其用于人类的荣耀,特别是西方的人类。那是我们的主意。因为我们的主要客户不是对冲基金所想的那样,所以我们实际上从一开始就没有想到这些事情。所以现在有一个正常化的过程。</i><i>你会看到,在这些评级上前进,就像你如何正常化,你如何提供人们会看的数据,你如何提供人们可以理解他们习惯看到的数据,同时忠于我们的使命。就好像我们的主要客户是我们服务的人。我们与他们完全一致。这就是为什么我们即使在新生的销售队伍中也能生存下来。你可以让事情翻倍,这是同步的。</i><i>然后你会看到基于股票的比较,这就像,好吧,所以——它有两个部分。当然,IRI的人不希望我做任何前瞻性的数学,但如果你足够聪明去投资人才,你就足够聪明去弄清楚。本质上——有——我们如何与人竞争,将会有一个正常化,这将使我们进入你在未来18个月内,最近2年在软件公司看到的范围。但本质上是——这需要一点时间。这将会发生,因为它也与另一个问题密切相关,即你如何实际运营公司,以便有一天在公认会计准则的基础上盈利,而不是剥离补偿。那也在视线之内。</i><i>这些是我们对Palantir的目标,因为同样的原因我们没有债务。同样的原因,我们的资产负债表上有23亿美元。这是一家为糟糕时期而建的公司。糟糕的时期意味着内部财务强劲。这意味着在某些时候,您必须实现GAAP盈利。如果你稀释了员工,或者——正确地说,你基于股票的薪酬完全——与其他公司不一致,你就不可能在公认会计原则下盈利。</i><i>所以你看到了正常化。这将会改变。在相对不久的将来,这种情况将会改变。它将与我们认为对Palantir很重要的其他事情联系起来,例如拥有一家在困难时期蓬勃发展的公司。我们确实如此——糟糕的时期对Palantir来说非常好,因为我们制造的产品坚固耐用,专为危险而设计。然后内部财务实际上是为糟糕时期而建立的。糟糕的时期意味着你有自由现金流,自由现金流转化为公认会计准则利润。</i><i>这意味着基于股票的比较必须与我们的投资者保持一致,因为这基本上是一个更长的哲学叙事的一部分,但就像如果软件是唯一的护城河,那么价值和总股份必须重新评估就其价值而言,只有当你实际上可以获得一个技术节点、看涨期权它,也许还有其他东西时,价值才存在。只有当你建立的公司技术足够强大,业务基本面足够强劲,自由现金流实际上转化为公认会计准则盈利能力,并且与股票回报相关时,增长才会存在。所以这是一个优先事项,不仅因为你关心,而且坦率地说,因为这是我们公司的健康,我们非常关心这一点。”</i>如您所见,他们承认这是一个问题。我们也喜欢提到GAAP盈利能力。然而,我们鼓励你实际阅读完整的文字记录。看涨期权有点兴趣</blockquote></p><p></p><p>Take home</p><p><blockquote>带回家</blockquote></p><p>Shares have been crushed. But the company operates with no debt and free cash flow. The dilution issue is a major annoyance for shareholders and is a risk factor for valuation. Despite falling to levels not seen since 2020, the stock remains expensive, but nowhere near where it was valued a year ago. With the growth the company is displaying and what appears to be a recognition of the need to get to profitability, we like scaling in here.</p><p><blockquote>股价已被压垮。但该公司的运营没有债务和自由现金流。稀释问题是股东的一大烦恼,也是估值的一个风险因素。尽管跌至2020年以来的最高水平,但该股仍然昂贵,但远未达到一年前的估值。随着公司表现出的增长以及人们似乎认识到实现盈利的必要性,我们喜欢在这里扩大规模。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Great Reset<blockquote>Palantir:伟大的重置</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Great Reset<blockquote>Palantir:伟大的重置</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\">2022-02-18 10:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary</p><p><blockquote><html><head></head><body>总结</body></html></blockquote></p><p><ul><li>After its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 at the time of this writing.</li><li>There is a host of reasons why the stock is still expensive.</li><li>Revenue growth at 30% per year through 2025.</li><li>There is some residual value in contracts booked with Palantir that are yet to be delivered that will lead to future revenue.</li><li>Free cash flow positive, and scratching the surface of profitability.</li></ul>There is no doubt about it, technology stocks, especially those that are potential game-changing names, are often extremely expensive. For years many of these stocks will lose money but invest heavily in their growth while seeing revenues increase dramatically. Sometimes that growth fades and the company never really transforms the world like it set out to do. Then there are times where for years the company loses money, but the internal metrics improve year after year and growth eventually is so strong profits roll in. Every great tech giant you know started out losing money. Picking winners and losers is easier said than done in the long term, but the key in our opinion is to look at what problems they solve, who their customers are, the growth, and to a lesser degree, valuation. One of the most controversial stocks in the market is Palantir Technologies (PLTR). The stock direct listed in 2020 and took off during the major tech rally into 2021. But in 2021, the stock began to fade, and today is back under $12. Has it come down enough? We think so, for the long-term investor. Even for traders, the potential of a dead cat bounce near-term is highly likely, but in the near-term, the stock is still expensive, even for high growth tech, but is much more reasonable compared to a few months ago. Thecompany just reported earnings, and the growth remains on track. The company is scratching the surface of profitability and is free cash flow positive. Customer count is growing and retention is strong. In short, we believe you can finally start buying here again.</p><p><blockquote><ul><li>直接上市后,其股价飙升至近40美元,在撰写本文时已回到12美元以下。</li><li>股票仍然昂贵的原因有很多。</li><li>到2025年,收入将以每年30%的速度增长。</li><li>与Palantir预订的合同中有一些尚未交付的剩余价值,这将带来未来的收入。</li><li>自由现金流为正,盈利能力仅触及表面。</li></ul>毫无疑问,科技股,尤其是那些有可能改变游戏规则的股票,往往极其昂贵。多年来,这些股票中的许多都会亏损,但在收入大幅增长的同时,他们会大力投资于其增长。有时,这种增长会消退,公司永远不会像它计划的那样真正改变世界。有时公司会连续多年亏损,但内部指标逐年改善,最终增长如此强劲,利润滚滚而来。你所知道的每一个伟大的科技巨头都是从亏损开始的。从长远来看,挑选赢家和输家说起来容易做起来难,但我们认为关键是看他们解决了什么问题,他们的客户是谁,增长情况,以及在较小程度上看估值。市场上最具争议的股票之一是Palantir Technologies(PLTR)。该股于2020年直接上市,并在2021年的主要科技股反弹期间起飞。但到了2021年,该股开始下跌,如今又回到了12美元以下。降得够多了吗?对于长期投资者来说,我们认为是这样。即使对于交易者来说,短期内死猫反弹的可能性也很大,但短期内,即使对于高增长科技公司来说,该股仍然昂贵,但与几个月前相比要合理得多。该公司刚刚公布了收益,增长仍在正轨上。该公司仅触及盈利能力的表面,自由现金流为正。客户数量在增长,保留率很高。简而言之,我们相信您最终可以再次开始在这里购买。</blockquote></p><p>What goes up doesn't always come down, but Palantir stock sure did</p><p><blockquote>上涨并不总是下跌,但Palantir股票确实下跌了</blockquote></p><p>Take a look at the chart of Palantir since going live on the stock market in 2020:</p><p><blockquote>看看Palantir自2020年上市以来的图表:</blockquote></p><p><img src=\"https://static.tigerbbs.com/46ca7504520c5dc53ff23d8f5a8d3a83\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>BAD BEAT Investing</p><p><blockquote>糟糕的投资</blockquote></p><p>As you can see, the stock rocketed to all-time highs in February of 2021 and traded a bit sideways in the 20s for a few months before cratering in the fall and of 2021 into 2022 with the threat of rate hikes decimating the high revenue growth, little to no earnings tech. Palantir fits this bill pretty well. But you can look at the chart of many innovation names that are seeing massive revenue growth but make no money. They all have gotten crushed in the last few months. While Palantir stock has a number of risks, we think you can finally start to buy.</p><p><blockquote>正如您所看到的,该股在2021年2月飙升至历史高点,并在20多岁的水平上小幅横盘交易了几个月,然后在秋季和2021年到2022年陷入困境,加息的威胁将摧毁高收入增长,几乎没有盈利的技术。Palantir非常符合这一要求。但你可以看看许多创新公司的图表,它们收入大幅增长,但却没有赚钱。在过去的几个月里,他们都崩溃了。虽然Palantir股票存在许多风险,但我们认为您终于可以开始购买了。</blockquote></p><p>The play</p><p><blockquote>戏剧</blockquote></p><p>Target entry 1: $11.95-$12.15 40% of position</p><p><blockquote>目标入场1:11.95美元-12.15美元头寸的40%</blockquote></p><p>Target entry 2: $10.80-$11.00 60% of position</p><p><blockquote>目标入场2:$10.80-$11.00头寸的60%</blockquote></p><p>Stop loss: $9</p><p><blockquote>止损:9美元</blockquote></p><p>Target exit: $15</p><p><blockquote>目标退出:15美元</blockquote></p><p>Options recommendations: With premiums high in this volatile name selling puts is a strong strategy for income and/or defining entry. Consider the March 18th, 2022 $12 puts for $0.80-$0.85 in premium. Call option buying is pricey, but you can consider the August 19th, 2022 $14 strike for $1.60, then $1.20.</p><p><blockquote>期权建议:由于这种波动性较高的名称溢价较高,出售看跌期权是获得收入和/或确定入场的强有力策略。考虑2022年3月18日12美元的看跌期权,溢价为0.80-0.85美元。购买看涨期权期权价格昂贵,但您可以考虑2022年8月19日14美元的执行价格为1.60美元,然后为1.20美元。</blockquote></p><p>Discussion</p><p><blockquote>讨论</blockquote></p><p>Palantir brings in its revenue under two reporting segments. These are the government and commercial segments. Its commercial revenue stream has grown at a rapid rate over the last year, while government results and the outlook have been a bit mixed. To improve sales, Palantir has expanded its sales team and they have been working to secure new orders. In our opinion, this paid off.</p><p><blockquote>Palantir的收入分为两个报告部门。这些是政府和商业部门。去年,其商业收入流快速增长,而政府业绩和前景却有些好坏参半。为了提高销售额,Palantir扩大了销售团队,他们一直在努力争取新订单。在我们看来,这是有回报的。</blockquote></p><p>Performance was strong andahead of consensus estimates. Total revenue grew 34% year-over-year to $433 million, beating estimates by almost $15 million. The commercial revenue continues to grow at a great pace, rising 132% in 2021, and up 47% in Q4 vs last year. While the Government revenues have slowed their growth somewhat, they still rose 26% from last year, and the company added a total of 34 net new customers in the quarter across both segments.</p><p><blockquote>业绩强劲,超出共识预期。总收入同比增长34%至4.33亿美元,比预期高出近1500万美元。商业收入继续高速增长,2021年增长132%,第四季度较去年增长47%。尽管政府收入的增长有所放缓,但仍比去年增长了26%,该公司在本季度两个部门总共增加了34个净新客户。</blockquote></p><p>Now, here is the thing. The company is just barely starting to make money. That means the stock is expensive, like so many other growth tech names. More on that in a moment. While the company lost $59 million, adjusted income from operations was $124 million, while the company is free cash flow positive, seeing $104 million in the quarter. That is a big positive. For the year, adjusted free cash flow was $424 million. We love free cash flow. This is a very big positive. The company squeaked out a $0.02 adjusted EPS result. It is something.</p><p><blockquote>事情是这样的。该公司刚刚开始赚钱。这意味着该股价格昂贵,就像许多其他成长型科技公司一样。稍后会有更多介绍。虽然该公司亏损5900万美元,但调整后的运营收入为1.24亿美元,而该公司的自由现金流为正,本季度为1.04亿美元。这是一个很大的利好。全年调整后自由现金流为4.24亿美元。我们喜欢自由现金流。这是一个非常大的积极因素。该公司调整后每股收益勉强达到0.02美元。这是一件事。</blockquote></p><p></p><p>Now, as for the valuation, it is often best to look at price to sales ratios for high-growth tech. Take a look at Seeking Alpha'sgradeson these measures:</p><p><blockquote>现在,至于估值,通常最好看高增长科技的市销率。看看Seeking Alpha在以下指标上的评级:</blockquote></p><p><img src=\"https://static.tigerbbs.com/8f7343d2292c60fa673f2cfd23e2ea66\" tg-width=\"640\" tg-height=\"574\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>Seeking Alpha</p><p><blockquote>寻求阿尔法</blockquote></p><p>A bit laughable really, as all high-growth tech seemingly have 'failing' grades, but the metrics are what matters. At 18X sales, the stock is still expensive, factoring in the drop in shares to under $12, and we are still pricey at 15X-16X, but this is much more reasonable compared to when the stock was in the $30s. 90X FWD EPS, well, the company is working to get to being profitable, but we do like the hidden positive of a 1.0X PEG ratio. In terms ofgrowth,these measures look a lot better with 38% FWD revenue growth expected, and 350% levered free cash flow growth going forward. These fundamentals continue to improve for the company.</p><p><blockquote>确实有点可笑,因为所有高增长科技似乎都有“不及格”的成绩,但指标才是最重要的。以18倍的销售额计算,该股仍然昂贵,考虑到股价跌至12美元以下,我们的股价仍然昂贵,15-16倍,但与该股30多美元时相比,这要合理得多。90倍的FWD EPS,嗯,该公司正在努力实现盈利,但我们确实喜欢1.0倍PEG比率的隐藏积极因素。就增长而言,这些指标看起来要好得多,预计未来FWD收入增长38%,杠杆自由现金流增长350%。公司的这些基本面持续改善。</blockquote></p><p>Of course, the stock is still not without risk. First, even after the precipitous drop, shares are pricey as we mentioned. The company also could see government slash spending in tough times, though, some would argue that their technology saves the government money. We see the commercials sales growing though a recession could lead to reduced spend on tech companies like Palantir that try and help solve problems for companies.</p><p><blockquote>当然,该股仍不是没有风险。首先,正如我们提到的,即使在急剧下跌之后,股价仍然昂贵。该公司还可能看到政府在困难时期削减支出,不过,有些人会认为他们的技术为政府节省了资金。我们看到商业广告销售在增长,尽管经济衰退可能会导致Palantir等试图帮助公司解决问题的科技公司的支出减少。</blockquote></p><p>Perhaps one of the biggest issues many people have with this company is the unrelenting dilution that has been occurring. Alex Karp addressed this on the conference call:</p><p><blockquote>也许许多人对这家公司最大的问题之一是一直在发生的无情稀释。Alex Karp在电话会议上谈到了这一点:</blockquote></p><p></p><p><i>Thank you. And I really appreciate you, investors. Thanks for investing and the faith you have in us. Okay. So there's like the simple version, which I think it's like - so there's really - there's stock-based comp and there's dilution. Dilution thing, that's a red herring. We're not issuing a lot of new shares, I think it's like in the $9 million range. And so it would be a little coy of me to say that's like no issue, move on.</i><i>The thing to understand about Palantir and then I want to just take this like, it's actually not the result of the DPO, it's the result of the fact that we were completely focused on building product. We had no earthly idea we were going to DPO like right before we did it. And so most companies are quite frankly built so that the - when analysts look at it, the primary customer of most software companies is not the client, it's the software analyst.</i><i>So it's like we, obviously, our primary clients are our clients. which doesn't mean - and then now we're thinking about how do we expose the data in a way that people on the outside like you and professional analysts and others can look at the data and get a better sense of what's tracking, what's not tracking. But the primary source of a lot of these like questions really comes down to look, we built the company to support the U.S. warfighter primarily and then do - take dual, use it for the glory of humanity, particular humanity in the West. That was our idea. And because our primary client was not what someone had a hedge fund would think, we didn't actually think of these things from inception. And so now there's a process of normalization.</i><i>You're just going to see that in going forward on these calls just like how do you normalize, how do you provide data that people are going to look at, how do you provide data that people can understand that they're used to seeing, while simultaneously staying true to what our mission is. It's like our primary clients are the people we're serving. We're in full align with them. And that's why we survive even with the nascent sales force. You can get things to double, which is in sync.</i><i>So then you get to stock-based comp, which is like, okay, so - and there's 2 parts of it. Of course, IRI people kind of don't want me to do any kind of forward-looking math, but if you're smart enough to invest in talent, you're smart enough to figure out. There's essentially - there's the - how are we comping people, and there will be a normalization that will get us into a range where you would see in a software company within the next 18 months, latest 2 years. But there's essentially - and that's going to take a little time. It is going to happen, because it's also very much linked to another question, which is how do you actually run the company so it's profitable someday on a GAAP basis, not stripping out comp. And that was also within eyesight.</i><i>And those are our goals for Palantir because same reason we have no debt. The same reason we have $2.3 billion on our balance sheet. This is a company built for bad times. Bad times means strong finances internally. And that means at some point, you have to be GAAP profitable. You can't be GAAP profitable if you're diluting people or - correctly your stock based comp is totally - is not in conformity with other companies.</i><i>So you're seeing a normalization. This will change. It will change in the relatively near future. It will be linked to other things that we believe are important for Palantir like having a company that thrives in bad times. And we are - bad times are very good for Palantir because we build products that are robust, that are built for danger. And then the finances internally are actually built for bad times. And bad times means you have free cash flow, the free cash flow turns into GAAP profit.</i><i>That means the stock-based comp has to be one that's aligned with our investors also because that's basically - it's part of a little bit longer philosophical narrative, but like if software is the only moat, then value and gross shares have to be re-evaluated in terms of their value, value only exists if you can actually get a tech node, call it, maybe something besides. And growth only exist if you build a company that is where the technology is strong enough, the business fundamentals are strong enough that the free cash flow actually turns into GAAP profitability, and that's linked to stock return. So this is a priority, both because you care, but also quite frankly, because it is the health of our company, which we care a lot about."</i>As you can see, they acknowledge that this is an issue. We also like the mention of getting to GAAP profitability. However, we do encourage you to actually read the full transcript. The call was a bit interes</p><p><blockquote><i>谢谢你。我真的很感谢你们,投资者。感谢您的投资和对我们的信任。好的。所以有简单的版本,我认为它就像——所以真的有——有基于股票的补偿和稀释。稀释的事情,那是在转移视线。我们没有发行很多新股,我认为大概在900万美元左右。所以我有点害羞地说这没问题,继续前进。</i><i>关于Palantir需要了解的一点是,这实际上不是DPO的结果,而是我们完全专注于构建产品的结果。在我们去DPO之前,我们根本不知道我们要去DPO。因此,大多数公司都非常坦率地说,当分析师观察时,大多数软件公司的主要客户不是客户,而是软件分析师。</i><i>所以就像我们,很明显,我们的主要客户是我们的客户。这并不意味着——现在我们正在考虑如何以一种方式公开数据,让像您、专业分析师和其他人这样的外部人员可以查看数据,并更好地了解什么是跟踪,什么是不跟踪。但许多类似问题的主要来源实际上可以归结为,我们建立公司主要是为了支持美国作战人员,然后采取双重措施,将其用于人类的荣耀,特别是西方的人类。那是我们的主意。因为我们的主要客户不是对冲基金所想的那样,所以我们实际上从一开始就没有想到这些事情。所以现在有一个正常化的过程。</i><i>你会看到,在这些评级上前进,就像你如何正常化,你如何提供人们会看的数据,你如何提供人们可以理解他们习惯看到的数据,同时忠于我们的使命。就好像我们的主要客户是我们服务的人。我们与他们完全一致。这就是为什么我们即使在新生的销售队伍中也能生存下来。你可以让事情翻倍,这是同步的。</i><i>然后你会看到基于股票的比较,这就像,好吧,所以——它有两个部分。当然,IRI的人不希望我做任何前瞻性的数学,但如果你足够聪明去投资人才,你就足够聪明去弄清楚。本质上——有——我们如何与人竞争,将会有一个正常化,这将使我们进入你在未来18个月内,最近2年在软件公司看到的范围。但本质上是——这需要一点时间。这将会发生,因为它也与另一个问题密切相关,即你如何实际运营公司,以便有一天在公认会计准则的基础上盈利,而不是剥离补偿。那也在视线之内。</i><i>这些是我们对Palantir的目标,因为同样的原因我们没有债务。同样的原因,我们的资产负债表上有23亿美元。这是一家为糟糕时期而建的公司。糟糕的时期意味着内部财务强劲。这意味着在某些时候,您必须实现GAAP盈利。如果你稀释了员工,或者——正确地说,你基于股票的薪酬完全——与其他公司不一致,你就不可能在公认会计原则下盈利。</i><i>所以你看到了正常化。这将会改变。在相对不久的将来,这种情况将会改变。它将与我们认为对Palantir很重要的其他事情联系起来,例如拥有一家在困难时期蓬勃发展的公司。我们确实如此——糟糕的时期对Palantir来说非常好,因为我们制造的产品坚固耐用,专为危险而设计。然后内部财务实际上是为糟糕时期而建立的。糟糕的时期意味着你有自由现金流,自由现金流转化为公认会计准则利润。</i><i>这意味着基于股票的比较必须与我们的投资者保持一致,因为这基本上是一个更长的哲学叙事的一部分,但就像如果软件是唯一的护城河,那么价值和总股份必须重新评估就其价值而言,只有当你实际上可以获得一个技术节点、看涨期权它,也许还有其他东西时,价值才存在。只有当你建立的公司技术足够强大,业务基本面足够强劲,自由现金流实际上转化为公认会计准则盈利能力,并且与股票回报相关时,增长才会存在。所以这是一个优先事项,不仅因为你关心,而且坦率地说,因为这是我们公司的健康,我们非常关心这一点。”</i>如您所见,他们承认这是一个问题。我们也喜欢提到GAAP盈利能力。然而,我们鼓励你实际阅读完整的文字记录。看涨期权有点兴趣</blockquote></p><p></p><p>Take home</p><p><blockquote>带回家</blockquote></p><p>Shares have been crushed. But the company operates with no debt and free cash flow. The dilution issue is a major annoyance for shareholders and is a risk factor for valuation. Despite falling to levels not seen since 2020, the stock remains expensive, but nowhere near where it was valued a year ago. With the growth the company is displaying and what appears to be a recognition of the need to get to profitability, we like scaling in here.</p><p><blockquote>股价已被压垮。但该公司的运营没有债务和自由现金流。稀释问题是股东的一大烦恼,也是估值的一个风险因素。尽管跌至2020年以来的最高水平,但该股仍然昂贵,但远未达到一年前的估值。随着公司表现出的增长以及人们似乎认识到实现盈利的必要性,我们喜欢在这里扩大规模。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4487929-palantir-the-great-reset\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4487929-palantir-the-great-reset","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195946210","content_text":"SummaryAfter its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 at the time of this writing.There is a host of reasons why the stock is still expensive.Revenue growth at 30% per year through 2025.There is some residual value in contracts booked with Palantir that are yet to be delivered that will lead to future revenue.Free cash flow positive, and scratching the surface of profitability.There is no doubt about it, technology stocks, especially those that are potential game-changing names, are often extremely expensive. For years many of these stocks will lose money but invest heavily in their growth while seeing revenues increase dramatically. Sometimes that growth fades and the company never really transforms the world like it set out to do. Then there are times where for years the company loses money, but the internal metrics improve year after year and growth eventually is so strong profits roll in. Every great tech giant you know started out losing money. Picking winners and losers is easier said than done in the long term, but the key in our opinion is to look at what problems they solve, who their customers are, the growth, and to a lesser degree, valuation. One of the most controversial stocks in the market is Palantir Technologies (PLTR). The stock direct listed in 2020 and took off during the major tech rally into 2021. But in 2021, the stock began to fade, and today is back under $12. Has it come down enough? We think so, for the long-term investor. Even for traders, the potential of a dead cat bounce near-term is highly likely, but in the near-term, the stock is still expensive, even for high growth tech, but is much more reasonable compared to a few months ago. Thecompany just reported earnings, and the growth remains on track. The company is scratching the surface of profitability and is free cash flow positive. Customer count is growing and retention is strong. In short, we believe you can finally start buying here again.What goes up doesn't always come down, but Palantir stock sure didTake a look at the chart of Palantir since going live on the stock market in 2020:BAD BEAT InvestingAs you can see, the stock rocketed to all-time highs in February of 2021 and traded a bit sideways in the 20s for a few months before cratering in the fall and of 2021 into 2022 with the threat of rate hikes decimating the high revenue growth, little to no earnings tech. Palantir fits this bill pretty well. But you can look at the chart of many innovation names that are seeing massive revenue growth but make no money. They all have gotten crushed in the last few months. While Palantir stock has a number of risks, we think you can finally start to buy.The playTarget entry 1: $11.95-$12.15 40% of positionTarget entry 2: $10.80-$11.00 60% of positionStop loss: $9Target exit: $15Options recommendations: With premiums high in this volatile name selling puts is a strong strategy for income and/or defining entry. Consider the March 18th, 2022 $12 puts for $0.80-$0.85 in premium. Call option buying is pricey, but you can consider the August 19th, 2022 $14 strike for $1.60, then $1.20.DiscussionPalantir brings in its revenue under two reporting segments. These are the government and commercial segments. Its commercial revenue stream has grown at a rapid rate over the last year, while government results and the outlook have been a bit mixed. To improve sales, Palantir has expanded its sales team and they have been working to secure new orders. In our opinion, this paid off.Performance was strong andahead of consensus estimates. Total revenue grew 34% year-over-year to $433 million, beating estimates by almost $15 million. The commercial revenue continues to grow at a great pace, rising 132% in 2021, and up 47% in Q4 vs last year. While the Government revenues have slowed their growth somewhat, they still rose 26% from last year, and the company added a total of 34 net new customers in the quarter across both segments.Now, here is the thing. The company is just barely starting to make money. That means the stock is expensive, like so many other growth tech names. More on that in a moment. While the company lost $59 million, adjusted income from operations was $124 million, while the company is free cash flow positive, seeing $104 million in the quarter. That is a big positive. For the year, adjusted free cash flow was $424 million. We love free cash flow. This is a very big positive. The company squeaked out a $0.02 adjusted EPS result. It is something.Now, as for the valuation, it is often best to look at price to sales ratios for high-growth tech. Take a look at Seeking Alpha'sgradeson these measures:Seeking AlphaA bit laughable really, as all high-growth tech seemingly have 'failing' grades, but the metrics are what matters. At 18X sales, the stock is still expensive, factoring in the drop in shares to under $12, and we are still pricey at 15X-16X, but this is much more reasonable compared to when the stock was in the $30s. 90X FWD EPS, well, the company is working to get to being profitable, but we do like the hidden positive of a 1.0X PEG ratio. In terms ofgrowth,these measures look a lot better with 38% FWD revenue growth expected, and 350% levered free cash flow growth going forward. These fundamentals continue to improve for the company.Of course, the stock is still not without risk. First, even after the precipitous drop, shares are pricey as we mentioned. The company also could see government slash spending in tough times, though, some would argue that their technology saves the government money. We see the commercials sales growing though a recession could lead to reduced spend on tech companies like Palantir that try and help solve problems for companies.Perhaps one of the biggest issues many people have with this company is the unrelenting dilution that has been occurring. Alex Karp addressed this on the conference call:Thank you. And I really appreciate you, investors. Thanks for investing and the faith you have in us. Okay. So there's like the simple version, which I think it's like - so there's really - there's stock-based comp and there's dilution. Dilution thing, that's a red herring. We're not issuing a lot of new shares, I think it's like in the $9 million range. And so it would be a little coy of me to say that's like no issue, move on.The thing to understand about Palantir and then I want to just take this like, it's actually not the result of the DPO, it's the result of the fact that we were completely focused on building product. We had no earthly idea we were going to DPO like right before we did it. And so most companies are quite frankly built so that the - when analysts look at it, the primary customer of most software companies is not the client, it's the software analyst.So it's like we, obviously, our primary clients are our clients. which doesn't mean - and then now we're thinking about how do we expose the data in a way that people on the outside like you and professional analysts and others can look at the data and get a better sense of what's tracking, what's not tracking. But the primary source of a lot of these like questions really comes down to look, we built the company to support the U.S. warfighter primarily and then do - take dual, use it for the glory of humanity, particular humanity in the West. That was our idea. And because our primary client was not what someone had a hedge fund would think, we didn't actually think of these things from inception. And so now there's a process of normalization.You're just going to see that in going forward on these calls just like how do you normalize, how do you provide data that people are going to look at, how do you provide data that people can understand that they're used to seeing, while simultaneously staying true to what our mission is. It's like our primary clients are the people we're serving. We're in full align with them. And that's why we survive even with the nascent sales force. You can get things to double, which is in sync.So then you get to stock-based comp, which is like, okay, so - and there's 2 parts of it. Of course, IRI people kind of don't want me to do any kind of forward-looking math, but if you're smart enough to invest in talent, you're smart enough to figure out. There's essentially - there's the - how are we comping people, and there will be a normalization that will get us into a range where you would see in a software company within the next 18 months, latest 2 years. But there's essentially - and that's going to take a little time. It is going to happen, because it's also very much linked to another question, which is how do you actually run the company so it's profitable someday on a GAAP basis, not stripping out comp. And that was also within eyesight.And those are our goals for Palantir because same reason we have no debt. The same reason we have $2.3 billion on our balance sheet. This is a company built for bad times. Bad times means strong finances internally. And that means at some point, you have to be GAAP profitable. You can't be GAAP profitable if you're diluting people or - correctly your stock based comp is totally - is not in conformity with other companies.So you're seeing a normalization. This will change. It will change in the relatively near future. It will be linked to other things that we believe are important for Palantir like having a company that thrives in bad times. And we are - bad times are very good for Palantir because we build products that are robust, that are built for danger. And then the finances internally are actually built for bad times. And bad times means you have free cash flow, the free cash flow turns into GAAP profit.That means the stock-based comp has to be one that's aligned with our investors also because that's basically - it's part of a little bit longer philosophical narrative, but like if software is the only moat, then value and gross shares have to be re-evaluated in terms of their value, value only exists if you can actually get a tech node, call it, maybe something besides. And growth only exist if you build a company that is where the technology is strong enough, the business fundamentals are strong enough that the free cash flow actually turns into GAAP profitability, and that's linked to stock return. So this is a priority, both because you care, but also quite frankly, because it is the health of our company, which we care a lot about.\"As you can see, they acknowledge that this is an issue. We also like the mention of getting to GAAP profitability. However, we do encourage you to actually read the full transcript. The call was a bit interesting. There was not a lot of talk about financials and quite a bit of conjecture on the call. A lot of words, and not a lot of substance. This gives us a little bit more risk in addition to what was mentioned above.Take homeShares have been crushed. But the company operates with no debt and free cash flow. The dilution issue is a major annoyance for shareholders and is a risk factor for valuation. Despite falling to levels not seen since 2020, the stock remains expensive, but nowhere near where it was valued a year ago. With the growth the company is displaying and what appears to be a recognition of the need to get to profitability, we like scaling in here.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638308699,"gmtCreate":1645067906785,"gmtModify":1645067907171,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/638308699","repostId":"2212602386","repostType":4,"isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631496980,"gmtCreate":1644879143559,"gmtModify":1644879143892,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631496980","repostId":"2211527443","repostType":4,"isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631208927,"gmtCreate":1644728636156,"gmtModify":1644728636463,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631208927","repostId":"2210752103","repostType":4,"isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631664676,"gmtCreate":1644668309790,"gmtModify":1644668310133,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/631664676","repostId":"1167381325","repostType":4,"repost":{"id":"1167381325","kind":"news","pubTimestamp":1644625609,"share":"https://www.laohu8.com/m/news/1167381325?lang=zh_CN&edition=full","pubTime":"2022-02-12 08:26","market":"us","language":"en","title":"US IPO Week Ahead: More micro-caps amid the IPO market’s February lull<blockquote>美国IPO一周:二月份IPO市场平静期间出现更多微型股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167381325","media":"renaissancecap...","summary":"The IPO market has hit its February lull. Just two micro-cap holdovers are scheduled to price in the","content":"<p><html><head></head><body>The IPO market has hit its February lull. Just two micro-cap holdovers are scheduled to price in the week ahead, though some small issuers and SPACs may join the calendar during the week.</p><p><blockquote><html><head></head><body>IPO市场已进入二月份的平静期。尽管一些小型发行人和SPAC可能会在本周加入日历,但只有两只微型股计划在未来一周定价。</body></html></blockquote></p><p>Preclinical biotech <b>Ocean Biomedical</b>(OCEA) plans to raise $22 million at a $222 million market cap. The company’s preclinical pipeline includes various humanized mAbs for non-small cell lung cancer and glioblastoma multiforme, a small molecule for the treatment of Idiopathic Pulmonary Fibrosis, a malaria vaccine, and two malaria therapeutics.</p><p><blockquote>临床前生物技术<b>海洋生物医学</b>(OCEA)计划以2.22亿美元的市值筹集2200万美元。该公司的临床前管线包括用于非小细胞肺癌和多形性胶质母细胞瘤的各种人源化单克隆抗体、一种用于治疗特发性肺纤维化的小分子、一种疟疾疫苗和两种疟疾治疗药物。</blockquote></p><p>Bedding brand <b>Cariloha</b>(ALOHA) plans to raise $20 million at a $122 million market cap. The company positions itself as an eco-friendly alternative to traditional fabrics, and largely reaches customers through partnerships with cruise lines. Cariloha’s sales fell 30% in 2020 due to the pandemic, though it has since ramped up S&M initiatives in the DTC channel. The company cut its deal size by 33% on Friday.</p><p><blockquote>床上用品品牌<b>卡里洛哈</b>(ALOHA)计划以1.22亿美元的市值筹集2000万美元。该公司将自己定位为传统面料的环保替代品,并主要通过与邮轮公司的合作来接触客户。由于疫情,Cariloha的销售额在2020年下降了30%,尽管此后该公司加大了DTC渠道的S&M举措。该公司周五将交易规模削减了33%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/03fc45f9eafede36a0eb28d36cd5ab7b\" tg-width=\"1555\" tg-height=\"383\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1619493174116","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: More micro-caps amid the IPO market’s February lull<blockquote>美国IPO一周:二月份IPO市场平静期间出现更多微型股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: More micro-caps amid the IPO market’s February lull<blockquote>美国IPO一周:二月份IPO市场平静期间出现更多微型股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2022-02-12 08:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The IPO market has hit its February lull. Just two micro-cap holdovers are scheduled to price in the week ahead, though some small issuers and SPACs may join the calendar during the week.</p><p><blockquote><html><head></head><body>IPO市场已进入二月份的平静期。尽管一些小型发行人和SPAC可能会在本周加入日历,但只有两只微型股计划在未来一周定价。</body></html></blockquote></p><p>Preclinical biotech <b>Ocean Biomedical</b>(OCEA) plans to raise $22 million at a $222 million market cap. The company’s preclinical pipeline includes various humanized mAbs for non-small cell lung cancer and glioblastoma multiforme, a small molecule for the treatment of Idiopathic Pulmonary Fibrosis, a malaria vaccine, and two malaria therapeutics.</p><p><blockquote>临床前生物技术<b>海洋生物医学</b>(OCEA)计划以2.22亿美元的市值筹集2200万美元。该公司的临床前管线包括用于非小细胞肺癌和多形性胶质母细胞瘤的各种人源化单克隆抗体、一种用于治疗特发性肺纤维化的小分子、一种疟疾疫苗和两种疟疾治疗药物。</blockquote></p><p>Bedding brand <b>Cariloha</b>(ALOHA) plans to raise $20 million at a $122 million market cap. The company positions itself as an eco-friendly alternative to traditional fabrics, and largely reaches customers through partnerships with cruise lines. Cariloha’s sales fell 30% in 2020 due to the pandemic, though it has since ramped up S&M initiatives in the DTC channel. The company cut its deal size by 33% on Friday.</p><p><blockquote>床上用品品牌<b>卡里洛哈</b>(ALOHA)计划以1.22亿美元的市值筹集2000万美元。该公司将自己定位为传统面料的环保替代品,并主要通过与邮轮公司的合作来接触客户。由于疫情,Cariloha的销售额在2020年下降了30%,尽管此后该公司加大了DTC渠道的S&M举措。该公司周五将交易规模削减了33%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/03fc45f9eafede36a0eb28d36cd5ab7b\" tg-width=\"1555\" tg-height=\"383\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/90918/US-IPO-Week-Ahead-More-micro-caps-amid-the-IPO-market%E2%80%99s-February-lull\">renaissancecap...</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IPO":"Renaissance IPO ETF"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/90918/US-IPO-Week-Ahead-More-micro-caps-amid-the-IPO-market%E2%80%99s-February-lull","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167381325","content_text":"The IPO market has hit its February lull. Just two micro-cap holdovers are scheduled to price in the week ahead, though some small issuers and SPACs may join the calendar during the week.Preclinical biotech Ocean Biomedical(OCEA) plans to raise $22 million at a $222 million market cap. The company’s preclinical pipeline includes various humanized mAbs for non-small cell lung cancer and glioblastoma multiforme, a small molecule for the treatment of Idiopathic Pulmonary Fibrosis, a malaria vaccine, and two malaria therapeutics.Bedding brand Cariloha(ALOHA) plans to raise $20 million at a $122 million market cap. The company positions itself as an eco-friendly alternative to traditional fabrics, and largely reaches customers through partnerships with cruise lines. Cariloha’s sales fell 30% in 2020 due to the pandemic, though it has since ramped up S&M initiatives in the DTC channel. The company cut its deal size by 33% on Friday.","news_type":1,"symbols_score_info":{"IPO":0.9}},"isVote":1,"tweetType":1,"viewCount":1240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631317520,"gmtCreate":1644481458187,"gmtModify":1644481458523,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631317520","repostId":"1197436916","repostType":4,"isVote":1,"tweetType":1,"viewCount":963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":108171328,"gmtCreate":1620007493064,"gmtModify":1634208579354,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/108171328","repostId":"1135819410","repostType":4,"repost":{"id":"1135819410","kind":"news","pubTimestamp":1619999342,"share":"https://www.laohu8.com/m/news/1135819410?lang=zh_CN&edition=full","pubTime":"2021-05-03 07:49","market":"us","language":"en","title":"Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、ViacomCBS、General Motors等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135819410","media":"Barrons","summary":"It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their fi","content":"<p>It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday: Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.</p><p><blockquote>又是财报密集的一周,130家标普500公司即将发布第一季度业绩。雅诗兰黛是周一的亮点之一,周二情况有所好转:动视暴雪、CVS Health、杜邦、辉瑞和T-Mobile US均报告。</blockquote></p><p>On Wednesday, Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings. Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on Friday.</p><p><blockquote>周三,Barrick Gold、Booking Holdings、General Motors、PayPal控股和Uber Technologies将发布财报。百威英博、Moderna、再生元制药、Square和ViacomCBS将于周四发布。最后,Cigna将于周五结束这一周。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e1a866fbe5118566e68842053d76e2b9\" tg-width=\"1382\" tg-height=\"750\"></p><p><blockquote></blockquote></p><p>On the economic calendar this week, the main event will jobs Friday. The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.</p><p><blockquote>在本周的经济日历上,主要事件将是周五的就业。美国劳工统计局预计将报告4月份非农就业人数增加97.5万人,失业率为5.8%,低于一个月前的6%。</blockquote></p><p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its Services equivalent on Wednesday.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的4月份制造业采购经理人指数和周三公布的服务业采购经理人指数。</blockquote></p><p>Enterprise Products Partners and Estée Lauder release earnings.</p><p><blockquote>企业产品合作伙伴和雅诗兰黛发布收益。</blockquote></p><p>Merck and Public Storage hold virtual investor days.</p><p><blockquote>默克和Public Storage举办虚拟投资者日。</blockquote></p><p><b>The Census Bureau</b> reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.</p><p><blockquote><b>人口普查局</b>报告三月份建筑支出数据。市场普遍预计建筑支出环比增长0.6%,经季节调整后的年率为1.53万亿美元。</blockquote></p><p><b>The Institute for Supply</b> Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.</p><p><blockquote><b>供应研究所</b>管理层发布四月份制造业采购经理人指数。经济学家预测为65,与3月份的数据大致持平。3月份的读数是该指数自1983年12月以来的最高值。</blockquote></p><p><b>Tuesday 5/4</b></p><p><blockquote><b>星期二5/4</b></blockquote></p><p>Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.</p><p><blockquote>动视暴雪、康菲石油公司、康明斯、CVS Health、Dominion Energy、杜邦、伊顿、辉瑞、Sysco和T-Mobile US报告季度业绩。</blockquote></p><p>Eli Lilly holds a conference call to discuss its sustainability initiatives.</p><p><blockquote>礼来公司召开电话会议讨论其可持续发展计划。</blockquote></p><p>Union Pacific holds its 2021 virtual investor day.</p><p><blockquote>联合太平洋公司举办2021年虚拟投资者日。</blockquote></p><p><b>Wednesday 5/5</b></p><p><blockquote><b>星期三5/5</b></blockquote></p><p>Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.</p><p><blockquote>Barrick Gold、Booking Holdings、BorgWarner、Emerson Electric、General Motors、Hilton Worldwide Holdings、Novo Nordisk、PayPal控股和Uber Technologies发布财报。</blockquote></p><p><b>ADP releases</b> its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.</p><p><blockquote><b>ADP释放</b>四月份全国就业报告。继3月份增加517,000个工作岗位后,预计私营部门就业岗位将增加762,500个。</blockquote></p><p><b>ISM releases</b> its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.</p><p><blockquote><b>ISM版本</b>4月份服务业PMI。普遍的看涨期权为64.6,比3月份的数据高出一个百分点。3月份的读数是该指数的历史新高。</blockquote></p><p><b>Thursday 5/6</b></p><p><blockquote><b>星期四5/6</b></blockquote></p><p>Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and Zoetishold conference calls to discuss quarterly results.</p><p><blockquote>百威英博、Becton Dickinson、Expedia Group、富达国家信息服务公司、家乐氏、林德、大都会人寿、Moderna、再生元制药、Square、ViacomCBS和Zoetishold在评级召开会议讨论季度业绩。</blockquote></p><p><b>The Department of Labor</b> reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.</p><p><blockquote><b>劳工部</b>报告截至5月1日当周首次申请失业救济人数。4月份平均每周初请失业金人数为611,750人,处于去年3月以来的最低水平。</blockquote></p><p><b>The Bureau of Labor</b> Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.</p><p><blockquote><b>劳工局</b>统计数据报告了第一季度的劳动力成本和生产率。预计经季节调整后的生产率年增长率为2.2%,而2020年第四季度为下降4.2%。单位劳动力成本在此前上涨6%后预计将下降0.4%。</blockquote></p><p><b>Friday 5/7</b></p><p><blockquote><b>星期五5/7</b></blockquote></p><p><b>The Bureau of Labor</b> Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.</p><p><blockquote><b>劳工局</b>统计局发布四月份就业报告。经济学家预测非农就业人数将增加975,000人。失业率预计将从6%小幅降至5.8%。</blockquote></p><p>Cigna and <b>Liberty Media</b> report earnings.</p><p><blockquote>信诺和<b>自由媒体</b>报告收益。</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>Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、ViacomCBS、General Motors等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、ViacomCBS、General Motors等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-05-03 07:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday: Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.</p><p><blockquote>又是财报密集的一周,130家标普500公司即将发布第一季度业绩。雅诗兰黛是周一的亮点之一,周二情况有所好转:动视暴雪、CVS Health、杜邦、辉瑞和T-Mobile US均报告。</blockquote></p><p>On Wednesday, Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings. Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on Friday.</p><p><blockquote>周三,Barrick Gold、Booking Holdings、General Motors、PayPal控股和Uber Technologies将发布财报。百威英博、Moderna、再生元制药、Square和ViacomCBS将于周四发布。最后,Cigna将于周五结束这一周。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e1a866fbe5118566e68842053d76e2b9\" tg-width=\"1382\" tg-height=\"750\"></p><p><blockquote></blockquote></p><p>On the economic calendar this week, the main event will jobs Friday. The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.</p><p><blockquote>在本周的经济日历上,主要事件将是周五的就业。美国劳工统计局预计将报告4月份非农就业人数增加97.5万人,失业率为5.8%,低于一个月前的6%。</blockquote></p><p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its Services equivalent on Wednesday.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的4月份制造业采购经理人指数和周三公布的服务业采购经理人指数。</blockquote></p><p>Enterprise Products Partners and Estée Lauder release earnings.</p><p><blockquote>企业产品合作伙伴和雅诗兰黛发布收益。</blockquote></p><p>Merck and Public Storage hold virtual investor days.</p><p><blockquote>默克和Public Storage举办虚拟投资者日。</blockquote></p><p><b>The Census Bureau</b> reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.</p><p><blockquote><b>人口普查局</b>报告三月份建筑支出数据。市场普遍预计建筑支出环比增长0.6%,经季节调整后的年率为1.53万亿美元。</blockquote></p><p><b>The Institute for Supply</b> Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.</p><p><blockquote><b>供应研究所</b>管理层发布四月份制造业采购经理人指数。经济学家预测为65,与3月份的数据大致持平。3月份的读数是该指数自1983年12月以来的最高值。</blockquote></p><p><b>Tuesday 5/4</b></p><p><blockquote><b>星期二5/4</b></blockquote></p><p>Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.</p><p><blockquote>动视暴雪、康菲石油公司、康明斯、CVS Health、Dominion Energy、杜邦、伊顿、辉瑞、Sysco和T-Mobile US报告季度业绩。</blockquote></p><p>Eli Lilly holds a conference call to discuss its sustainability initiatives.</p><p><blockquote>礼来公司召开电话会议讨论其可持续发展计划。</blockquote></p><p>Union Pacific holds its 2021 virtual investor day.</p><p><blockquote>联合太平洋公司举办2021年虚拟投资者日。</blockquote></p><p><b>Wednesday 5/5</b></p><p><blockquote><b>星期三5/5</b></blockquote></p><p>Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.</p><p><blockquote>Barrick Gold、Booking Holdings、BorgWarner、Emerson Electric、General Motors、Hilton Worldwide Holdings、Novo Nordisk、PayPal控股和Uber Technologies发布财报。</blockquote></p><p><b>ADP releases</b> its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.</p><p><blockquote><b>ADP释放</b>四月份全国就业报告。继3月份增加517,000个工作岗位后,预计私营部门就业岗位将增加762,500个。</blockquote></p><p><b>ISM releases</b> its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.</p><p><blockquote><b>ISM版本</b>4月份服务业PMI。普遍的看涨期权为64.6,比3月份的数据高出一个百分点。3月份的读数是该指数的历史新高。</blockquote></p><p><b>Thursday 5/6</b></p><p><blockquote><b>星期四5/6</b></blockquote></p><p>Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and Zoetishold conference calls to discuss quarterly results.</p><p><blockquote>百威英博、Becton Dickinson、Expedia Group、富达国家信息服务公司、家乐氏、林德、大都会人寿、Moderna、再生元制药、Square、ViacomCBS和Zoetishold在评级召开会议讨论季度业绩。</blockquote></p><p><b>The Department of Labor</b> reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.</p><p><blockquote><b>劳工部</b>报告截至5月1日当周首次申请失业救济人数。4月份平均每周初请失业金人数为611,750人,处于去年3月以来的最低水平。</blockquote></p><p><b>The Bureau of Labor</b> Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.</p><p><blockquote><b>劳工局</b>统计数据报告了第一季度的劳动力成本和生产率。预计经季节调整后的生产率年增长率为2.2%,而2020年第四季度为下降4.2%。单位劳动力成本在此前上涨6%后预计将下降0.4%。</blockquote></p><p><b>Friday 5/7</b></p><p><blockquote><b>星期五5/7</b></blockquote></p><p><b>The Bureau of Labor</b> Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.</p><p><blockquote><b>劳工局</b>统计局发布四月份就业报告。经济学家预测非农就业人数将增加975,000人。失业率预计将从6%小幅降至5.8%。</blockquote></p><p>Cigna and <b>Liberty Media</b> report earnings.</p><p><blockquote>信诺和<b>自由媒体</b>报告收益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","PYPL":"PayPal","PFE":"辉瑞","GM":"通用汽车",".DJI":"道琼斯","TMUS":"T-Mobile US Inc",".IXIC":"NASDAQ Composite","UBER":"优步"},"source_url":"https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135819410","content_text":"It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday: Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.On Wednesday, Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings. Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on Friday.On the economic calendar this week, the main event will jobs Friday. The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its Services equivalent on Wednesday.Enterprise Products Partners and Estée Lauder release earnings.Merck and Public Storage hold virtual investor days.The Census Bureau reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.The Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.Tuesday 5/4Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.Eli Lilly holds a conference call to discuss its sustainability initiatives.Union Pacific holds its 2021 virtual investor day.Wednesday 5/5Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.ADP releases its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.ISM releases its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.Thursday 5/6Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and Zoetishold conference calls to discuss quarterly results.The Department of Labor reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.The Bureau of Labor Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.Friday 5/7The Bureau of Labor Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.Cigna and Liberty Media report earnings.","news_type":1,"symbols_score_info":{"PFE":0.9,".DJI":0.9,".SPX":0.9,"TMUS":0.9,"VIACP":0.9,"UBER":0.9,"PYPL":0.9,".IXIC":0.9,"GM":0.9}},"isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197984364,"gmtCreate":1621420113658,"gmtModify":1634189309409,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/197984364","repostId":"1158638540","repostType":4,"repost":{"id":"1158638540","kind":"news","pubTimestamp":1621409180,"share":"https://www.laohu8.com/m/news/1158638540?lang=zh_CN&edition=full","pubTime":"2021-05-19 15:26","market":"us","language":"en","title":"4 Things to Know Ahead of the Squarespace’s Direct Listing<blockquote>Squarespace直接上市前需要了解的4件事</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158638540","media":"Barrons","summary":"The pandemic prompted many small businesses to gain online storefronts for the first time, creating an e-commerce wave that helped website-creation platform Squarespace Inc. accelerate its revenue growth.Now Squarespace will test the resilience of that e-commerce momentum as a public company. Its shares are scheduled to begin trading Wednesday in a direct listing on the New York Stock Exchange under the ticker SQSP.The company offers various tools for website creation, including domains, e-comme","content":"<p>The pandemic prompted many small businesses to gain online storefronts for the first time, creating an e-commerce wave that helped website-creation platform Squarespace Inc. accelerate its revenue growth.</p><p><blockquote>疫情促使许多小企业首次获得在线店面,掀起了一股电子商务浪潮,帮助网站创建平台Squarespace Inc.加速了收入增长。</blockquote></p><p> Now Squarespace will test the resilience of that e-commerce momentum as a public company. Its shares are scheduled to begin trading Wednesday in a direct listing on the New York Stock Exchange under the ticker SQSP.</p><p><blockquote>现在,Squarespace将测试作为一家上市公司电子商务势头的弹性。其股票定于周三开始在纽约证券交易所直接上市交易,股票代码为SQSP。</blockquote></p><p> The company offers various tools for website creation, including domains, e-commerce functions and marketing capabilities. Squarespace aims to work with small businesses that have limited web expertise as well as “large brands” that need greater flexibility to customize based on their needs.</p><p><blockquote>该公司提供各种网站创建工具,包括域名、电子商务功能和营销能力。Squarespace旨在与网络专业知识有限的小型企业以及需要更大灵活性以根据其需求进行定制的“大品牌”合作。</blockquote></p><p> Squarespace sees itself playing into a number of trends, including a growing need for businesses to maintain direct relationships with their customers and an increased emphasis on do-it-yourself solutions that are “rapidly displacing expensive agencies and making equivalent design quality out-of-the-box, accessible and easy-to-use for all,” the company said in its filing with the Securities and Exchange Commission.</p><p><blockquote>Squarespace认为自己正在顺应许多趋势,包括企业越来越需要与客户保持直接关系,以及越来越重视自己动手的解决方案,这些解决方案“正在迅速取代昂贵的代理机构,并使同等的设计质量脱颖而出”该公司在向美国证券交易委员会提交的文件中表示,“所有人都可以访问且易于使用”。</blockquote></p><p> The company raised $300 million in a March funding round that gave the company an enterprise valuation of $10 billion, and is not raising any new funding as it lists. Here is what else you need to know about the company.</p><p><blockquote>该公司在3月份的一轮融资中筹集了3亿美元,使该公司的企业估值达到100亿美元,并且在上市时没有筹集任何新的资金。以下是您需要了解的关于该公司的其他信息。</blockquote></p><p> <b>Growing Revenue, Shrinking Profits</b></p><p><blockquote><b>收入增长,利润缩水</b></blockquote></p><p> Squarespace posted $621 million in revenue during 2020, up from $485 million a year earlier. Revenue was up 28% in the latest fiscal year, ahead of the 24% growth rate seen in the prior period.</p><p><blockquote>Squarespace 2020年收入为6.21亿美元,高于上年同期的4.85亿美元。最近一财年的收入增长了28%,高于上一季度24%的增长率。</blockquote></p><p> The company classifies 94% of its revenue as subscription-based. Squarespace added about 700,000 new unique subscriptions in 2020 and the company disclosed that more than two thirds of total subscriptions are annual.</p><p><blockquote>该公司将94%的收入归类为基于订阅的收入。Squarespace在2020年增加了约70万个新的独立订阅,该公司透露,超过三分之二的总订阅是年度订阅。</blockquote></p><p> About 70% of Squarespace’s revenue last year came from the U.S., while the rest was international.</p><p><blockquote>Squarespace去年约70%的收入来自美国,其余来自国际。</blockquote></p><p> Squarespace was profitable last year, recording about $30.6 million in net income, though profits were down from $58.2 million in 2019. The company’s “fundamentals highlight a rare combo of profitability and growth at scale,” wrote MKM Partners analyst Rohit Kulkarni.</p><p><blockquote>Squarespace去年实现盈利,净利润约为3060万美元,但利润低于2019年的5820万美元。MKM Partners分析师Rohit Kulkarni写道,该公司的“基本面凸显了盈利能力和大规模增长的罕见结合”。</blockquote></p><p> Despite a string of profitability on an annual basis, Squarespace generated a net loss of $10.1 million in the first quarter of 2021 compared with a loss of $1.1 million a year earlier. The company posted profits in each of the last three quarters of 2020.</p><p><blockquote>尽管每年都实现盈利,但Squarespace在2021年第一季度净亏损为1010万美元,而去年同期亏损为110万美元。该公司在2020年最后三个季度均实现盈利。</blockquote></p><p> <b>Competition Aplenty</b></p><p><blockquote><b>竞争激烈</b></blockquote></p><p> The company competes with a variety of different players across the e-commerce industry, according to its filing. Squarespace counts web-creation platforms like Wix.com (ticker: WIX) and Square’s (SQ) Weebly among its competition, along with e-commerce powerhouse Shopify (ticker: SHOP), which lets businesses set up online shops.</p><p><blockquote>根据其文件,该公司与电子商务行业的各种不同参与者竞争。Squarespace将Wix等网络创建平台视为其竞争对手。com(股票代码:WIX)和Square(SQ)Weebly,以及允许企业建立在线商店的电子商务巨头Shopify(股票代码:SHOP)。</blockquote></p><p> Squarespace also calls out competitors like GoDaddy (GDDY) that offer domain-name tools, as well as those providing email-marketing and scheduling functions, while arguing that its own “comprehensive, all-in-one platform, multichannel commerce capabilities” are an asset.</p><p><blockquote>Squarespace还评级了GoDaddy(GDDY)等提供域名工具以及提供电子邮件营销和日程安排功能的竞争对手,同时辩称其自己的“全面、一体化平台、多渠道商务能力”是一项资产。</blockquote></p><p> Jefferies analyst Brent Thill notes that Wix is larger than Squarespace, with revenue of $989 million last year versus $621 million for Squarespace. In addition, Squarespace’s revenue last year was similar to what Wix posted in 2018, but Wix was posting faster growth at that scale, and without the benefit of the pandemic-driven acceleration in e-commerce more broadly, he wrote.</p><p><blockquote>Jefferies分析师Brent Thill指出,Wix比Squarespace规模更大,去年的收入为9.89亿美元,而Squarespace的收入为6.21亿美元。此外,他写道,Squarespace去年的收入与Wix 2018年的收入相似,但Wix在这一规模上的增长更快,而且没有受益于大流行推动的更广泛的电子商务加速。</blockquote></p><p> <b>On the Menu</b></p><p><blockquote><b>在菜单上</b></blockquote></p><p> SquareSpace recently closed its $415 million acquisition of Tock, a company focused on the restaurant and hospitality industries. Tock’s services allow businesses to manage reservations, takeout, event ticketing and more.</p><p><blockquote>SquareSpace最近完成了对Tock的4.15亿美元收购,Tock是一家专注于餐饮和酒店行业的公司。Tock的服务允许企业管理预订、外卖、活动票务等。</blockquote></p><p> This part of the business may position SquareSpace against more tech giants, suggested MKM’s Kulkarni.</p><p><blockquote>MKM的库尔卡尼表示,这部分业务可能会使SquareSpace与更多科技巨头竞争。</blockquote></p><p> “SquareSpace’s offering with Tock faces competition from delivery services such as Uber Eats (UBER),DoorDash (DASH) and Grubhub (GRUB), along with other restaurant [customer-relationship management] services such as TouchBistro and Toast,” he wrote.</p><p><blockquote>“SquareSpace提供的Tock产品面临着来自Uber Eats(UBER)、DoorDash(DASH)和Grubhub(GRUB)等配送服务以及TouchBistro和Toast等其他餐厅[客户关系管理]服务的竞争,”他写道。</blockquote></p><p> At the same time, the acquisition is an example of one way Squarespace has “smartly diversified into selling not just physical goods online but also adding calendar/scheduling capabilities (restaurant or gym reservations), content sales, and subscriptions,” he continued.</p><p><blockquote>与此同时,此次收购是Squarespace“巧妙地多元化,不仅在线销售实物商品,还增加日历/日程安排功能(餐厅或健身房预订)、内容销售和订阅”的一个例子,他继续说道。</blockquote></p><p> <b>Marketing Bucks</b></p><p><blockquote><b>营销雄鹿</b></blockquote></p><p> Squarespace’s marketing and sales costs are growing far faster than its revenue. The company incurred $3.1 million in such expenses last year, up from $1.7 million in 2019, making for a 45% increase, whereas revenue was up 28% in the same span.</p><p><blockquote>Squarespace的营销和销售成本增长速度远远快于其收入增长速度。该公司去年的此类费用为310万美元,高于2019年的170万美元,增长了45%,而同期收入增长了28%。</blockquote></p><p></p><p> The company’s podcast advertisements may be familiar to frequent listeners, though Squarespace notes in its prospectus that it advertises its services broadly, using “online keyword search, sponsorships and celebrity endorsements, television, podcasts, print and online advertising, email and social media marketing.”</p><p><blockquote>该公司的播客广告可能为经常听众所熟悉,尽管Squarespace在其招股说明书中指出,它使用“在线关键字搜索、赞助和名人代言、电视、播客、印刷和在线广告、电子邮件和社交媒体营销”广泛宣传其服务。”</blockquote></p><p> Among its risk factors, Squarespace points to the possibility that Alphabet’s (GOOGL) Google could change its algorithm or raise the costs of its search-engine-marketing tools.</p><p><blockquote>在其风险因素中,Squarespace指出,Alphabet(GOOGL)的谷歌可能会改变其算法或提高其搜索引擎营销工具的成本。</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>4 Things to Know Ahead of the Squarespace’s Direct Listing<blockquote>Squarespace直接上市前需要了解的4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\">\n4 Things to Know Ahead of the Squarespace’s Direct Listing<blockquote>Squarespace直接上市前需要了解的4件事</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-05-19 15:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The pandemic prompted many small businesses to gain online storefronts for the first time, creating an e-commerce wave that helped website-creation platform Squarespace Inc. accelerate its revenue growth.</p><p><blockquote>疫情促使许多小企业首次获得在线店面,掀起了一股电子商务浪潮,帮助网站创建平台Squarespace Inc.加速了收入增长。</blockquote></p><p> Now Squarespace will test the resilience of that e-commerce momentum as a public company. Its shares are scheduled to begin trading Wednesday in a direct listing on the New York Stock Exchange under the ticker SQSP.</p><p><blockquote>现在,Squarespace将测试作为一家上市公司电子商务势头的弹性。其股票定于周三开始在纽约证券交易所直接上市交易,股票代码为SQSP。</blockquote></p><p> The company offers various tools for website creation, including domains, e-commerce functions and marketing capabilities. Squarespace aims to work with small businesses that have limited web expertise as well as “large brands” that need greater flexibility to customize based on their needs.</p><p><blockquote>该公司提供各种网站创建工具,包括域名、电子商务功能和营销能力。Squarespace旨在与网络专业知识有限的小型企业以及需要更大灵活性以根据其需求进行定制的“大品牌”合作。</blockquote></p><p> Squarespace sees itself playing into a number of trends, including a growing need for businesses to maintain direct relationships with their customers and an increased emphasis on do-it-yourself solutions that are “rapidly displacing expensive agencies and making equivalent design quality out-of-the-box, accessible and easy-to-use for all,” the company said in its filing with the Securities and Exchange Commission.</p><p><blockquote>Squarespace认为自己正在顺应许多趋势,包括企业越来越需要与客户保持直接关系,以及越来越重视自己动手的解决方案,这些解决方案“正在迅速取代昂贵的代理机构,并使同等的设计质量脱颖而出”该公司在向美国证券交易委员会提交的文件中表示,“所有人都可以访问且易于使用”。</blockquote></p><p> The company raised $300 million in a March funding round that gave the company an enterprise valuation of $10 billion, and is not raising any new funding as it lists. Here is what else you need to know about the company.</p><p><blockquote>该公司在3月份的一轮融资中筹集了3亿美元,使该公司的企业估值达到100亿美元,并且在上市时没有筹集任何新的资金。以下是您需要了解的关于该公司的其他信息。</blockquote></p><p> <b>Growing Revenue, Shrinking Profits</b></p><p><blockquote><b>收入增长,利润缩水</b></blockquote></p><p> Squarespace posted $621 million in revenue during 2020, up from $485 million a year earlier. Revenue was up 28% in the latest fiscal year, ahead of the 24% growth rate seen in the prior period.</p><p><blockquote>Squarespace 2020年收入为6.21亿美元,高于上年同期的4.85亿美元。最近一财年的收入增长了28%,高于上一季度24%的增长率。</blockquote></p><p> The company classifies 94% of its revenue as subscription-based. Squarespace added about 700,000 new unique subscriptions in 2020 and the company disclosed that more than two thirds of total subscriptions are annual.</p><p><blockquote>该公司将94%的收入归类为基于订阅的收入。Squarespace在2020年增加了约70万个新的独立订阅,该公司透露,超过三分之二的总订阅是年度订阅。</blockquote></p><p> About 70% of Squarespace’s revenue last year came from the U.S., while the rest was international.</p><p><blockquote>Squarespace去年约70%的收入来自美国,其余来自国际。</blockquote></p><p> Squarespace was profitable last year, recording about $30.6 million in net income, though profits were down from $58.2 million in 2019. The company’s “fundamentals highlight a rare combo of profitability and growth at scale,” wrote MKM Partners analyst Rohit Kulkarni.</p><p><blockquote>Squarespace去年实现盈利,净利润约为3060万美元,但利润低于2019年的5820万美元。MKM Partners分析师Rohit Kulkarni写道,该公司的“基本面凸显了盈利能力和大规模增长的罕见结合”。</blockquote></p><p> Despite a string of profitability on an annual basis, Squarespace generated a net loss of $10.1 million in the first quarter of 2021 compared with a loss of $1.1 million a year earlier. The company posted profits in each of the last three quarters of 2020.</p><p><blockquote>尽管每年都实现盈利,但Squarespace在2021年第一季度净亏损为1010万美元,而去年同期亏损为110万美元。该公司在2020年最后三个季度均实现盈利。</blockquote></p><p> <b>Competition Aplenty</b></p><p><blockquote><b>竞争激烈</b></blockquote></p><p> The company competes with a variety of different players across the e-commerce industry, according to its filing. Squarespace counts web-creation platforms like Wix.com (ticker: WIX) and Square’s (SQ) Weebly among its competition, along with e-commerce powerhouse Shopify (ticker: SHOP), which lets businesses set up online shops.</p><p><blockquote>根据其文件,该公司与电子商务行业的各种不同参与者竞争。Squarespace将Wix等网络创建平台视为其竞争对手。com(股票代码:WIX)和Square(SQ)Weebly,以及允许企业建立在线商店的电子商务巨头Shopify(股票代码:SHOP)。</blockquote></p><p> Squarespace also calls out competitors like GoDaddy (GDDY) that offer domain-name tools, as well as those providing email-marketing and scheduling functions, while arguing that its own “comprehensive, all-in-one platform, multichannel commerce capabilities” are an asset.</p><p><blockquote>Squarespace还评级了GoDaddy(GDDY)等提供域名工具以及提供电子邮件营销和日程安排功能的竞争对手,同时辩称其自己的“全面、一体化平台、多渠道商务能力”是一项资产。</blockquote></p><p> Jefferies analyst Brent Thill notes that Wix is larger than Squarespace, with revenue of $989 million last year versus $621 million for Squarespace. In addition, Squarespace’s revenue last year was similar to what Wix posted in 2018, but Wix was posting faster growth at that scale, and without the benefit of the pandemic-driven acceleration in e-commerce more broadly, he wrote.</p><p><blockquote>Jefferies分析师Brent Thill指出,Wix比Squarespace规模更大,去年的收入为9.89亿美元,而Squarespace的收入为6.21亿美元。此外,他写道,Squarespace去年的收入与Wix 2018年的收入相似,但Wix在这一规模上的增长更快,而且没有受益于大流行推动的更广泛的电子商务加速。</blockquote></p><p> <b>On the Menu</b></p><p><blockquote><b>在菜单上</b></blockquote></p><p> SquareSpace recently closed its $415 million acquisition of Tock, a company focused on the restaurant and hospitality industries. Tock’s services allow businesses to manage reservations, takeout, event ticketing and more.</p><p><blockquote>SquareSpace最近完成了对Tock的4.15亿美元收购,Tock是一家专注于餐饮和酒店行业的公司。Tock的服务允许企业管理预订、外卖、活动票务等。</blockquote></p><p> This part of the business may position SquareSpace against more tech giants, suggested MKM’s Kulkarni.</p><p><blockquote>MKM的库尔卡尼表示,这部分业务可能会使SquareSpace与更多科技巨头竞争。</blockquote></p><p> “SquareSpace’s offering with Tock faces competition from delivery services such as Uber Eats (UBER),DoorDash (DASH) and Grubhub (GRUB), along with other restaurant [customer-relationship management] services such as TouchBistro and Toast,” he wrote.</p><p><blockquote>“SquareSpace提供的Tock产品面临着来自Uber Eats(UBER)、DoorDash(DASH)和Grubhub(GRUB)等配送服务以及TouchBistro和Toast等其他餐厅[客户关系管理]服务的竞争,”他写道。</blockquote></p><p> At the same time, the acquisition is an example of one way Squarespace has “smartly diversified into selling not just physical goods online but also adding calendar/scheduling capabilities (restaurant or gym reservations), content sales, and subscriptions,” he continued.</p><p><blockquote>与此同时,此次收购是Squarespace“巧妙地多元化,不仅在线销售实物商品,还增加日历/日程安排功能(餐厅或健身房预订)、内容销售和订阅”的一个例子,他继续说道。</blockquote></p><p> <b>Marketing Bucks</b></p><p><blockquote><b>营销雄鹿</b></blockquote></p><p> Squarespace’s marketing and sales costs are growing far faster than its revenue. The company incurred $3.1 million in such expenses last year, up from $1.7 million in 2019, making for a 45% increase, whereas revenue was up 28% in the same span.</p><p><blockquote>Squarespace的营销和销售成本增长速度远远快于其收入增长速度。该公司去年的此类费用为310万美元,高于2019年的170万美元,增长了45%,而同期收入增长了28%。</blockquote></p><p></p><p> The company’s podcast advertisements may be familiar to frequent listeners, though Squarespace notes in its prospectus that it advertises its services broadly, using “online keyword search, sponsorships and celebrity endorsements, television, podcasts, print and online advertising, email and social media marketing.”</p><p><blockquote>该公司的播客广告可能为经常听众所熟悉,尽管Squarespace在其招股说明书中指出,它使用“在线关键字搜索、赞助和名人代言、电视、播客、印刷和在线广告、电子邮件和社交媒体营销”广泛宣传其服务。”</blockquote></p><p> Among its risk factors, Squarespace points to the possibility that Alphabet’s (GOOGL) Google could change its algorithm or raise the costs of its search-engine-marketing tools.</p><p><blockquote>在其风险因素中,Squarespace指出,Alphabet(GOOGL)的谷歌可能会改变其算法或提高其搜索引擎营销工具的成本。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/squarespace-direct-listing-51621376597?mod=hp_LEAD_3\">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":{"SQSP":"Squarespace Inc."},"source_url":"https://www.barrons.com/articles/squarespace-direct-listing-51621376597?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158638540","content_text":"The pandemic prompted many small businesses to gain online storefronts for the first time, creating an e-commerce wave that helped website-creation platform Squarespace Inc. accelerate its revenue growth.\nNow Squarespace will test the resilience of that e-commerce momentum as a public company. Its shares are scheduled to begin trading Wednesday in a direct listing on the New York Stock Exchange under the ticker SQSP.\nThe company offers various tools for website creation, including domains, e-commerce functions and marketing capabilities. Squarespace aims to work with small businesses that have limited web expertise as well as “large brands” that need greater flexibility to customize based on their needs.\nSquarespace sees itself playing into a number of trends, including a growing need for businesses to maintain direct relationships with their customers and an increased emphasis on do-it-yourself solutions that are “rapidly displacing expensive agencies and making equivalent design quality out-of-the-box, accessible and easy-to-use for all,” the company said in its filing with the Securities and Exchange Commission.\nThe company raised $300 million in a March funding round that gave the company an enterprise valuation of $10 billion, and is not raising any new funding as it lists. Here is what else you need to know about the company.\nGrowing Revenue, Shrinking Profits\nSquarespace posted $621 million in revenue during 2020, up from $485 million a year earlier. Revenue was up 28% in the latest fiscal year, ahead of the 24% growth rate seen in the prior period.\nThe company classifies 94% of its revenue as subscription-based. Squarespace added about 700,000 new unique subscriptions in 2020 and the company disclosed that more than two thirds of total subscriptions are annual.\nAbout 70% of Squarespace’s revenue last year came from the U.S., while the rest was international.\nSquarespace was profitable last year, recording about $30.6 million in net income, though profits were down from $58.2 million in 2019. The company’s “fundamentals highlight a rare combo of profitability and growth at scale,” wrote MKM Partners analyst Rohit Kulkarni.\nDespite a string of profitability on an annual basis, Squarespace generated a net loss of $10.1 million in the first quarter of 2021 compared with a loss of $1.1 million a year earlier. The company posted profits in each of the last three quarters of 2020.\nCompetition Aplenty\nThe company competes with a variety of different players across the e-commerce industry, according to its filing. Squarespace counts web-creation platforms like Wix.com (ticker: WIX) and Square’s (SQ) Weebly among its competition, along with e-commerce powerhouse Shopify (ticker: SHOP), which lets businesses set up online shops.\nSquarespace also calls out competitors like GoDaddy (GDDY) that offer domain-name tools, as well as those providing email-marketing and scheduling functions, while arguing that its own “comprehensive, all-in-one platform, multichannel commerce capabilities” are an asset.\nJefferies analyst Brent Thill notes that Wix is larger than Squarespace, with revenue of $989 million last year versus $621 million for Squarespace. In addition, Squarespace’s revenue last year was similar to what Wix posted in 2018, but Wix was posting faster growth at that scale, and without the benefit of the pandemic-driven acceleration in e-commerce more broadly, he wrote.\nOn the Menu\nSquareSpace recently closed its $415 million acquisition of Tock, a company focused on the restaurant and hospitality industries. Tock’s services allow businesses to manage reservations, takeout, event ticketing and more.\nThis part of the business may position SquareSpace against more tech giants, suggested MKM’s Kulkarni.\n“SquareSpace’s offering with Tock faces competition from delivery services such as Uber Eats (UBER),DoorDash (DASH) and Grubhub (GRUB), along with other restaurant [customer-relationship management] services such as TouchBistro and Toast,” he wrote.\nAt the same time, the acquisition is an example of one way Squarespace has “smartly diversified into selling not just physical goods online but also adding calendar/scheduling capabilities (restaurant or gym reservations), content sales, and subscriptions,” he continued.\nMarketing Bucks\nSquarespace’s marketing and sales costs are growing far faster than its revenue. The company incurred $3.1 million in such expenses last year, up from $1.7 million in 2019, making for a 45% increase, whereas revenue was up 28% in the same span.\nThe company’s podcast advertisements may be familiar to frequent listeners, though Squarespace notes in its prospectus that it advertises its services broadly, using “online keyword search, sponsorships and celebrity endorsements, television, podcasts, print and online advertising, email and social media marketing.”\nAmong its risk factors, Squarespace points to the possibility that Alphabet’s (GOOGL) Google could change its algorithm or raise the costs of its search-engine-marketing 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please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/888944507","repostId":"1189654544","repostType":4,"repost":{"id":"1189654544","kind":"news","pubTimestamp":1631406130,"share":"https://www.laohu8.com/m/news/1189654544?lang=zh_CN&edition=full","pubTime":"2021-09-12 08:22","market":"us","language":"en","title":"US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周:秋季IPO市场以10周IPO拉开帷幕</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189654544","media":"Renaissance Capital","summary":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion i","content":"<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波发行之后,未来一周将有10起IPO计划筹集超过30亿美元的资金。</blockquote></p><p> Tech consultancy <b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>Thoughtworks</b>(TWKS)计划以63亿美元的市值筹集7亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年,该公司的收入复合年增长率为14%,并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand <b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>持有时</b>(ONON)计划以59亿美元的市值筹集5.91亿美元。On是一家全球优质运动鞋、服装和配饰供应商,采用可持续材料及其专有技术设计。尽管面临来自其他知名运动服装品牌的激烈竞争,但该公司已展现出增长和盈利能力。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过SPAC上市的谈判后,<b>Sportradar集团</b>(SRAD)计划以79亿美元的市值筹集5.04亿美元。这家瑞士公司每年报道83项运动的750,000多场赛事,为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar已实现盈利,随着体育直播的恢复,2021年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain <b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS)计划以33亿美元的市值筹集4亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店,随着业务扩展到新州,它一直能够保持同店销售增长的记录。内部人士收到了IPO前的股息,并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform <b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>权威医疗保健</b>(DH)计划以33亿美元的市值筹集3.5亿美元。该公司提供医疗保健商业智能和分析平台,帮助其客户分析、导航和销售复杂的医疗保健生态系统。由于增长强劲,Definitive Healthcare尚未盈利,但将在IPO后进行杠杆化。</blockquote></p><p> Identity management platform <b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>ForgeRock</b>(FORG)计划以21亿美元的市值筹集2.48亿美元。该公司提供身份和访问管理软件,以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂,ForgeRock无利可图,是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech <b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫学生物技术<b>骰子疗法</b>(DICE)计划以5.5亿美元的市值筹集1.6亿美元。这家生物技术公司正在开发口服小分子疗法,以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验,这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer <b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>PROCEPT生物机器人</b>(PRCT)计划以11亿美元的市值筹集1.27亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统,最初的重点是治疗良性前列腺增生。PROCEPT BioRobotics非常无利可图,2021年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech <b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学公司</b>(TYRA)计划以5.84亿美元的市值筹集1.01亿美元。这家临床前生物技术公司正在开发用于癌症,特别是实体瘤的FGFR激酶抑制剂。Tyra的主要候选药物最初专注于膀胱癌,该公司预计将于2022年中期提交IND。</blockquote></p><p> Micro-cap gas delivery service <b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微帽气体输送服务<b>埃兹菲尔控股</b>(EZFL)计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。由于爆炸性增长,EzFill表示,它是南佛罗里达州市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至9/9/21,文艺复兴IPO指数今年迄今上涨了7.7%,而标普500上涨了19.6%。Renaissance Capital的IPO ETF(纽约证券交易所股票代码:IPO)跟踪该指数,持有的顶级ETF包括Snowflake(SNOW)和Palantir Technologies(PLTR)。Renaissance International IPO指数今年迄今下跌11.0%,而ACWX指数上涨10.0%。Renaissance Capital的国际IPO ETF(纽约证券交易所股票代码:IPOS)跟踪该指数,持有的顶级ETF包括思摩尔国际和殷拓合伙人。</blockquote></p><p></p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周:秋季IPO市场以10周IPO拉开帷幕</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周:秋季IPO市场以10周IPO拉开帷幕</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-09-12 08:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波发行之后,未来一周将有10起IPO计划筹集超过30亿美元的资金。</blockquote></p><p> Tech consultancy <b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>Thoughtworks</b>(TWKS)计划以63亿美元的市值筹集7亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年,该公司的收入复合年增长率为14%,并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand <b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>持有时</b>(ONON)计划以59亿美元的市值筹集5.91亿美元。On是一家全球优质运动鞋、服装和配饰供应商,采用可持续材料及其专有技术设计。尽管面临来自其他知名运动服装品牌的激烈竞争,但该公司已展现出增长和盈利能力。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过SPAC上市的谈判后,<b>Sportradar集团</b>(SRAD)计划以79亿美元的市值筹集5.04亿美元。这家瑞士公司每年报道83项运动的750,000多场赛事,为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar已实现盈利,随着体育直播的恢复,2021年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain <b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS)计划以33亿美元的市值筹集4亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店,随着业务扩展到新州,它一直能够保持同店销售增长的记录。内部人士收到了IPO前的股息,并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform <b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>权威医疗保健</b>(DH)计划以33亿美元的市值筹集3.5亿美元。该公司提供医疗保健商业智能和分析平台,帮助其客户分析、导航和销售复杂的医疗保健生态系统。由于增长强劲,Definitive Healthcare尚未盈利,但将在IPO后进行杠杆化。</blockquote></p><p> Identity management platform <b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>ForgeRock</b>(FORG)计划以21亿美元的市值筹集2.48亿美元。该公司提供身份和访问管理软件,以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂,ForgeRock无利可图,是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech <b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫学生物技术<b>骰子疗法</b>(DICE)计划以5.5亿美元的市值筹集1.6亿美元。这家生物技术公司正在开发口服小分子疗法,以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验,这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer <b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>PROCEPT生物机器人</b>(PRCT)计划以11亿美元的市值筹集1.27亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统,最初的重点是治疗良性前列腺增生。PROCEPT BioRobotics非常无利可图,2021年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech <b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学公司</b>(TYRA)计划以5.84亿美元的市值筹集1.01亿美元。这家临床前生物技术公司正在开发用于癌症,特别是实体瘤的FGFR激酶抑制剂。Tyra的主要候选药物最初专注于膀胱癌,该公司预计将于2022年中期提交IND。</blockquote></p><p> Micro-cap gas delivery service <b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微帽气体输送服务<b>埃兹菲尔控股</b>(EZFL)计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。由于爆炸性增长,EzFill表示,它是南佛罗里达州市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至9/9/21,文艺复兴IPO指数今年迄今上涨了7.7%,而标普500上涨了19.6%。Renaissance Capital的IPO ETF(纽约证券交易所股票代码:IPO)跟踪该指数,持有的顶级ETF包括Snowflake(SNOW)和Palantir Technologies(PLTR)。Renaissance International IPO指数今年迄今下跌11.0%,而ACWX指数上涨10.0%。Renaissance Capital的国际IPO ETF(纽约证券交易所股票代码:IPOS)跟踪该指数,持有的顶级ETF包括思摩尔国际和殷拓合伙人。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week\">Renaissance Capital</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":{"DICE":"DICE Therapeutics, Inc.",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","PRCT":"PROCEPT BioRobotics","TYRA":"Tyra Biosciences, Inc.","BROS":"Dutch Bros Inc.","FORG":"ForgeRock, Inc.","TWKS":"Thoughtworks Holding Inc.","SRAD":"Sportradar Group AG","ONON":"On Holding AG",".SPX":"S&P 500 Index","DH":"Definitive Healthcare Corp."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189654544","content_text":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.\nSwiss running shoe brand On Holding(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.\nAfter ending talks to go public via SPAC,Sportradar Group(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.\nDrive-thru coffee chain Dutch Bros(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.\nHealthcare intelligence platform Definitive Healthcare(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.\nIdentity management platform ForgeRock(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.\nImmunology biotech DICE Therapeutics(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.\nSurgical robotics developer PROCEPT BioRobotics(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.\nOncology biotech Tyra Biosciences(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.\nMicro-cap gas delivery service EzFill Holdings(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1,"symbols_score_info":{"DICE":0.9,"DH":0.9,"EZFL":0.9,"ONON":0.9,"TYRA":0.9,"PRCT":0.9,"SRAD":0.9,".SPX":0.9,"BROS":0.9,"FORG":0.9,".DJI":0.9,"TWKS":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812366121,"gmtCreate":1630553961463,"gmtModify":1631892240393,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/812366121","repostId":"2164481914","repostType":4,"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892874993,"gmtCreate":1628651387612,"gmtModify":1633745360151,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/892874993","repostId":"1195651017","repostType":4,"repost":{"id":"1195651017","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":1628638405,"share":"https://www.laohu8.com/m/news/1195651017?lang=zh_CN&edition=full","pubTime":"2021-08-11 07:33","market":"us","language":"en","title":"Toplines After Hours US Market on Tuesday<blockquote>周二美国市场盘后顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195651017","media":"Tiger Newspress","summary":"U.S. stock index futures were flat during overnight trading on Tuesday, after the Dow and S&P 500 cl","content":"<p>U.S. stock index futures were flat during overnight trading on Tuesday, after the Dow and S&P 500 closed at record highs following the Senate passing the$1 trillion infrastructure bill.</p><p><blockquote>美国股指期货周二隔夜交易中持平,此前道指和标普500在参议院通过1万亿美元基础设施法案后收于历史新高。</blockquote></p><p> Futures contracts tied to the <a href=\"https://laohu8.com/S/.DJI\">DJIA</a> were slightly higher. <a href=\"https://laohu8.com/S/.SPX\">S&P 500</a> futures and Nasdaq 100 futures were flat.</p><p><blockquote>期货合约与<a href=\"https://laohu8.com/S/.DJI\">道琼斯</a>略高。<a href=\"https://laohu8.com/S/.SPX\">标普500</a>期货、纳斯达克100期货持平。</blockquote></p><p> At 7:30 p.m. ET, Dow e-minis were down 14 points, or 0.04%, S&P 500 e-minis were down 2.50 points, or 0.06%, and Nasdaq 100 e-minis were down 8.25 points, or 0.05%.<img src=\"https://static.tigerbbs.com/bb78d3b983aa4d779cf3b1bdc234bd42\" tg-width=\"1125\" tg-height=\"413\" referrerpolicy=\"no-referrer\"></p><p><blockquote>晚上七点半。ET,道指e-minis下跌14点,跌幅0.04%,标普500 e-minis下跌2.50点,跌幅0.06%,纳斯达克100 e-minis下跌8.25点,跌幅0.05%。</blockquote></p><p> <b>Stocks making the biggest moves after hours:</b></p><p><blockquote><b>盘后涨幅最大的股票:</b></blockquote></p><p> <a href=\"https://laohu8.com/S/WW\">Weight Watchers International Inc</a> 23.2% LOWER; reported Q2 EPS of $0.12, which may not compare to the analyst estimate of $0.65. Revenue for the quarter came in at $311 million versus the consensus estimate of $337.1 million.</p><p><blockquote><a href=\"https://laohu8.com/S/WW\">慧俪轻体国际公司</a>23.降低2%;报告第二季度每股收益为0.12美元,可能无法与分析师预期的0.65美元相比。该季度营收为3.11亿美元,而市场普遍预期为3.371亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/UPST\">Upstart Holdings, Inc.</a> 17.9% HIGHER; reported Q2 EPS of $0.62, $0.37 better than the analyst estimate of $0.25. Revenue for the quarter came in at $194 million versus the consensus estimate of $157.76 million. Upstart Holdings sees Q3 2021 revenue of $205-215 million, versus the consensus of $161.6 million.</p><p><blockquote><a href=\"https://laohu8.com/S/UPST\">新贵控股公司。</a>高17.9%;报告第二季度每股收益为0.62美元,比分析师预期的0.25美元高出0.37美元。该季度营收为1.94亿美元,而市场普遍预期为1.5776亿美元。Upstart Holdings预计2021年第三季度收入为2.05-2.15亿美元,而市场普遍预期为1.616亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/ONTF\">ON24, Inc.</a> 14.9% LOWER; reported Q2 EPS of $0.04, $0.04 better than the analyst estimate of $0.00. Revenue for the quarter came in at $52.1 million versus the consensus estimate of $51.03 million. ON24, Inc. sees Q3 2021 EPS of ($0.09)-($0.07), versus the consensus of ($0.05). ON24, Inc. sees Q3 2021 revenue of $47.5-48.5 million, versus the consensus of $51.2 million. ON24, Inc. sees FY2021 EPS of ($0.13)-($0.06), versus the consensus of ($0.04). ON24, Inc. sees FY2021 revenue of $201.2-204.2 million, versus the consensus of $209.2 million.</p><p><blockquote><a href=\"https://laohu8.com/S/ONTF\">ON24公司。</a>下降14.9%;报告第二季度每股收益为0.04美元,比分析师预期的0.00美元好0.04美元。该季度营收为5210万美元,而市场普遍预期为5103万美元。ON24,Inc.预计2021年第三季度每股收益为(0.09美元)-(0.07美元),而市场普遍预期为(0.05美元)。ON24,Inc.预计2021年第三季度收入为4750-4850万美元,而市场普遍预期为5120万美元。ON24,Inc.预计2021财年每股收益为(0.13美元)-(0.06美元),而市场普遍预期为(0.04美元)。ON24,Inc.预计2021财年收入为2.012亿至2.042亿美元,而市场普遍预期为2.092亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/LPRO\">Open Lending Corporation</a> 18.2% HIGHER; reported Q2 EPS of $0.60, $0.43 better than the analyst estimate of $0.17. Revenue for the quarter came in at $61.1 million versus the consensus estimate of $48.98 million. Open Lending Corp. sees FY2021 revenue of $184-234 million, versus the consensus of $216 million.</p><p><blockquote><a href=\"https://laohu8.com/S/LPRO\">开放借贷公司</a>高18.2%;报告第二季度每股收益为0.60美元,比分析师预期的0.17美元好0.43美元。该季度营收为6110万美元,而市场普遍预期为4898万美元。Open Lending Corp.预计2021财年收入为1.84-2.34亿美元,而市场普遍预期为2.16亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a> 12.1% HIGHER; reported Q2 EPS of ($0.38), $0.12 better than the analyst estimate of ($0.50). Revenue for the quarter came in at $130.9 million versus the consensus estimate of $118.88 million. fuboTV Inc. sees Q3 2021 revenue of $140-144 million, versus the consensus of $126.9 million. fuboTV Inc. sees FY2021 revenue of $560-570 million, versus the consensus of $531.7 million.</p><p><blockquote><a href=\"https://laohu8.com/S/FUBO\">富波电视公司。</a>高12.1%;报告第二季度每股收益为(0.38美元),比分析师预期的(0.50美元)高出0.12美元。该季度营收为1.309亿美元,而市场普遍预期为1.1888亿美元。fuboTV Inc.预计2021年第三季度收入为140-1.44亿美元,而市场普遍预期为1.269亿美元。fuboTV Inc.预计2021财年收入为5.60-5.7亿美元,而市场普遍预期为5.317亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MRVI\">Maravai LifeSciences Holdings, Inc.</a> 7.4% HIGHER; reported Q2 EPS of $0.44, $0.13 better than the analyst estimate of $0.31. Revenue for the quarter came in at $217.8 million versus the consensus estimate of $192.29 million. Maravai LifeSciences sees FY2021 revenue of $745-770 million, versus the consensus of $709.65 million.</p><p><blockquote><a href=\"https://laohu8.com/S/MRVI\">马拉维生命科学控股公司。</a>高7.4%;报告第二季度每股收益为0.44美元,比分析师预期的0.31美元高出0.13美元。该季度营收为2.178亿美元,而市场普遍预期为1.9229亿美元。Maravai LifeSciences预计2021财年收入为7.45-7.7亿美元,而市场普遍预期为7.0965亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/TDUP\">ThredUp Inc.</a> 7.3% HIGHER; Another record-setting quarter with 27% year-over-year revenue growth</p><p><blockquote><a href=\"https://laohu8.com/S/TDUP\">ThredUp公司。</a>高7.3%;又一个创纪录的季度收入同比增长27%</blockquote></p><p> <a href=\"https://laohu8.com/S/GTES\">Gates Industrial Corp PLC</a> 6.2% LOWER; announced today that certain selling stockholders affiliated with The Blackstone Group Inc. have commenced a secondary offering of 25,000,000 of Gates' ordinary shares. In connection with the offering, the selling stockholders intend to grant to the underwriters a 30-day option to purchase up to 3,750,000 additional ordinary shares.</p><p><blockquote><a href=\"https://laohu8.com/S/GTES\">盖茨工业公司</a>下降6.2%;今天宣布,隶属于黑石集团公司的某些售股股东已开始二次发行25,000,000股盖茨普通股。就此次发行而言,售股股东打算向承销商授予30天的选择权,以购买最多3,750,000股额外普通股。</blockquote></p><p> <a href=\"https://laohu8.com/S/SKIN\">The Beauty Health Corp.</a> 5.3% HIGHER; reported Q2 EPS of ($1.52), versus ($0.30) reported last year. Revenue for the quarter came in at $66.5 million, versus $14.1 million reported last year.</p><p><blockquote><a href=\"https://laohu8.com/S/SKIN\">美容健康公司。</a>高5.3%;报告第二季度每股收益为(1.52美元),而去年报告为(0.30美元)。该季度收入为6650万美元,而去年为1410万美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MCFE\">McAfee Corp.</a> 3.8% HIGHER; reported Q2 EPS of $0.21, $0.03 better than the analyst estimate of $0.18. Revenue for the quarter came in at $467 million versus the consensus estimate of $433.99 million. McAfee Corp. sees Q3 2021 revenue of $461-467 million, versus the consensus of $442.8 million. McAfee Corp. sees FY2021 revenue of $1.84-1.85 billion, versus the consensus of $1.79 billion.</p><p><blockquote><a href=\"https://laohu8.com/S/MCFE\">迈克菲公司。</a>高3.8%;报告第二季度每股收益为0.21美元,比分析师预期的0.18美元高出0.03美元。该季度营收为4.67亿美元,而市场普遍预期为4.3399亿美元。McAfee Corp.预计2021年第三季度收入为4.61-4.67亿美元,而市场普遍预期为4.428亿美元。McAfee Corp.预计2021财年营收为18.4-18.5亿美元,而市场普遍预期为17.9亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/OLO\">Olo Inc.</a> 3.7% LOWER; reported Q2 EPS of $0.03, $0.02 better than the analyst estimate of $0.01. Revenue for the quarter came in at $35.9 million versus the consensus estimate of $34.03 million. Olo Inc. sees Q3 2021 revenue of $36-36.5 million, versus the consensus of $34.65 million. Olo Inc. sees FY2021 revenue of $144.7-145.7 million, versus the consensus of $140.78 million.</p><p><blockquote><a href=\"https://laohu8.com/S/OLO\">奥洛公司。</a>下降3.7%;报告第二季度每股收益为0.03美元,比分析师预期的0.01美元好0.02美元。该季度营收为3590万美元,而市场普遍预期为3403万美元。Olo Inc.预计2021年第三季度收入为36-3650万美元,而市场普遍预期为3465万美元。Olo Inc.预计2021财年收入为1.447亿至1.457亿美元,而市场普遍预期为1.4078亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/LU\">Lufax</a> 1.9% HIGHER; Morgan Stanley upgraded from Equalweight to Overweight with a price target of $13.00 (from $14.80).</p><p><blockquote><a href=\"https://laohu8.com/S/LU\">陆金所</a>高1.9%;大摩将评级从等权重上调至跑赢大盘,目标价为13.00美元(原14.80美元)。</blockquote></p><p></p><p> <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a> 0.7% HIGHER; reported Q2 EPS of $6.42, $4.18 better than the analyst estimate of $2.24. Revenue for the quarter came in at $2.23 billion versus the consensus estimate of $1.77 billion.</p><p><blockquote><a href=\"https://laohu8.com/S/COIN\">比特币基地全球公司。</a>高0.7%;报告第二季度每股收益为6.42美元,比分析师预期的2.24美元高出4.18美元。该季度营收为22.3亿美元,而市场普遍预期为17.7亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines After Hours US Market on Tuesday<blockquote>周二美国市场盘后顶线</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines After Hours US Market on Tuesday<blockquote>周二美国市场盘后顶线</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\">2021-08-11 07:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock index futures were flat during overnight trading on Tuesday, after the Dow and S&P 500 closed at record highs following the Senate passing the$1 trillion infrastructure bill.</p><p><blockquote>美国股指期货周二隔夜交易中持平,此前道指和标普500在参议院通过1万亿美元基础设施法案后收于历史新高。</blockquote></p><p> Futures contracts tied to the <a href=\"https://laohu8.com/S/.DJI\">DJIA</a> were slightly higher. <a href=\"https://laohu8.com/S/.SPX\">S&P 500</a> futures and Nasdaq 100 futures were flat.</p><p><blockquote>期货合约与<a href=\"https://laohu8.com/S/.DJI\">道琼斯</a>略高。<a href=\"https://laohu8.com/S/.SPX\">标普500</a>期货、纳斯达克100期货持平。</blockquote></p><p> At 7:30 p.m. ET, Dow e-minis were down 14 points, or 0.04%, S&P 500 e-minis were down 2.50 points, or 0.06%, and Nasdaq 100 e-minis were down 8.25 points, or 0.05%.<img src=\"https://static.tigerbbs.com/bb78d3b983aa4d779cf3b1bdc234bd42\" tg-width=\"1125\" tg-height=\"413\" referrerpolicy=\"no-referrer\"></p><p><blockquote>晚上七点半。ET,道指e-minis下跌14点,跌幅0.04%,标普500 e-minis下跌2.50点,跌幅0.06%,纳斯达克100 e-minis下跌8.25点,跌幅0.05%。</blockquote></p><p> <b>Stocks making the biggest moves after hours:</b></p><p><blockquote><b>盘后涨幅最大的股票:</b></blockquote></p><p> <a href=\"https://laohu8.com/S/WW\">Weight Watchers International Inc</a> 23.2% LOWER; reported Q2 EPS of $0.12, which may not compare to the analyst estimate of $0.65. Revenue for the quarter came in at $311 million versus the consensus estimate of $337.1 million.</p><p><blockquote><a href=\"https://laohu8.com/S/WW\">慧俪轻体国际公司</a>23.降低2%;报告第二季度每股收益为0.12美元,可能无法与分析师预期的0.65美元相比。该季度营收为3.11亿美元,而市场普遍预期为3.371亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/UPST\">Upstart Holdings, Inc.</a> 17.9% HIGHER; reported Q2 EPS of $0.62, $0.37 better than the analyst estimate of $0.25. Revenue for the quarter came in at $194 million versus the consensus estimate of $157.76 million. Upstart Holdings sees Q3 2021 revenue of $205-215 million, versus the consensus of $161.6 million.</p><p><blockquote><a href=\"https://laohu8.com/S/UPST\">新贵控股公司。</a>高17.9%;报告第二季度每股收益为0.62美元,比分析师预期的0.25美元高出0.37美元。该季度营收为1.94亿美元,而市场普遍预期为1.5776亿美元。Upstart Holdings预计2021年第三季度收入为2.05-2.15亿美元,而市场普遍预期为1.616亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/ONTF\">ON24, Inc.</a> 14.9% LOWER; reported Q2 EPS of $0.04, $0.04 better than the analyst estimate of $0.00. Revenue for the quarter came in at $52.1 million versus the consensus estimate of $51.03 million. ON24, Inc. sees Q3 2021 EPS of ($0.09)-($0.07), versus the consensus of ($0.05). ON24, Inc. sees Q3 2021 revenue of $47.5-48.5 million, versus the consensus of $51.2 million. ON24, Inc. sees FY2021 EPS of ($0.13)-($0.06), versus the consensus of ($0.04). ON24, Inc. sees FY2021 revenue of $201.2-204.2 million, versus the consensus of $209.2 million.</p><p><blockquote><a href=\"https://laohu8.com/S/ONTF\">ON24公司。</a>下降14.9%;报告第二季度每股收益为0.04美元,比分析师预期的0.00美元好0.04美元。该季度营收为5210万美元,而市场普遍预期为5103万美元。ON24,Inc.预计2021年第三季度每股收益为(0.09美元)-(0.07美元),而市场普遍预期为(0.05美元)。ON24,Inc.预计2021年第三季度收入为4750-4850万美元,而市场普遍预期为5120万美元。ON24,Inc.预计2021财年每股收益为(0.13美元)-(0.06美元),而市场普遍预期为(0.04美元)。ON24,Inc.预计2021财年收入为2.012亿至2.042亿美元,而市场普遍预期为2.092亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/LPRO\">Open Lending Corporation</a> 18.2% HIGHER; reported Q2 EPS of $0.60, $0.43 better than the analyst estimate of $0.17. Revenue for the quarter came in at $61.1 million versus the consensus estimate of $48.98 million. Open Lending Corp. sees FY2021 revenue of $184-234 million, versus the consensus of $216 million.</p><p><blockquote><a href=\"https://laohu8.com/S/LPRO\">开放借贷公司</a>高18.2%;报告第二季度每股收益为0.60美元,比分析师预期的0.17美元好0.43美元。该季度营收为6110万美元,而市场普遍预期为4898万美元。Open Lending Corp.预计2021财年收入为1.84-2.34亿美元,而市场普遍预期为2.16亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a> 12.1% HIGHER; reported Q2 EPS of ($0.38), $0.12 better than the analyst estimate of ($0.50). Revenue for the quarter came in at $130.9 million versus the consensus estimate of $118.88 million. fuboTV Inc. sees Q3 2021 revenue of $140-144 million, versus the consensus of $126.9 million. fuboTV Inc. sees FY2021 revenue of $560-570 million, versus the consensus of $531.7 million.</p><p><blockquote><a href=\"https://laohu8.com/S/FUBO\">富波电视公司。</a>高12.1%;报告第二季度每股收益为(0.38美元),比分析师预期的(0.50美元)高出0.12美元。该季度营收为1.309亿美元,而市场普遍预期为1.1888亿美元。fuboTV Inc.预计2021年第三季度收入为140-1.44亿美元,而市场普遍预期为1.269亿美元。fuboTV Inc.预计2021财年收入为5.60-5.7亿美元,而市场普遍预期为5.317亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MRVI\">Maravai LifeSciences Holdings, Inc.</a> 7.4% HIGHER; reported Q2 EPS of $0.44, $0.13 better than the analyst estimate of $0.31. Revenue for the quarter came in at $217.8 million versus the consensus estimate of $192.29 million. Maravai LifeSciences sees FY2021 revenue of $745-770 million, versus the consensus of $709.65 million.</p><p><blockquote><a href=\"https://laohu8.com/S/MRVI\">马拉维生命科学控股公司。</a>高7.4%;报告第二季度每股收益为0.44美元,比分析师预期的0.31美元高出0.13美元。该季度营收为2.178亿美元,而市场普遍预期为1.9229亿美元。Maravai LifeSciences预计2021财年收入为7.45-7.7亿美元,而市场普遍预期为7.0965亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/TDUP\">ThredUp Inc.</a> 7.3% HIGHER; Another record-setting quarter with 27% year-over-year revenue growth</p><p><blockquote><a href=\"https://laohu8.com/S/TDUP\">ThredUp公司。</a>高7.3%;又一个创纪录的季度收入同比增长27%</blockquote></p><p> <a href=\"https://laohu8.com/S/GTES\">Gates Industrial Corp PLC</a> 6.2% LOWER; announced today that certain selling stockholders affiliated with The Blackstone Group Inc. have commenced a secondary offering of 25,000,000 of Gates' ordinary shares. In connection with the offering, the selling stockholders intend to grant to the underwriters a 30-day option to purchase up to 3,750,000 additional ordinary shares.</p><p><blockquote><a href=\"https://laohu8.com/S/GTES\">盖茨工业公司</a>下降6.2%;今天宣布,隶属于黑石集团公司的某些售股股东已开始二次发行25,000,000股盖茨普通股。就此次发行而言,售股股东打算向承销商授予30天的选择权,以购买最多3,750,000股额外普通股。</blockquote></p><p> <a href=\"https://laohu8.com/S/SKIN\">The Beauty Health Corp.</a> 5.3% HIGHER; reported Q2 EPS of ($1.52), versus ($0.30) reported last year. Revenue for the quarter came in at $66.5 million, versus $14.1 million reported last year.</p><p><blockquote><a href=\"https://laohu8.com/S/SKIN\">美容健康公司。</a>高5.3%;报告第二季度每股收益为(1.52美元),而去年报告为(0.30美元)。该季度收入为6650万美元,而去年为1410万美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MCFE\">McAfee Corp.</a> 3.8% HIGHER; reported Q2 EPS of $0.21, $0.03 better than the analyst estimate of $0.18. Revenue for the quarter came in at $467 million versus the consensus estimate of $433.99 million. McAfee Corp. sees Q3 2021 revenue of $461-467 million, versus the consensus of $442.8 million. McAfee Corp. sees FY2021 revenue of $1.84-1.85 billion, versus the consensus of $1.79 billion.</p><p><blockquote><a href=\"https://laohu8.com/S/MCFE\">迈克菲公司。</a>高3.8%;报告第二季度每股收益为0.21美元,比分析师预期的0.18美元高出0.03美元。该季度营收为4.67亿美元,而市场普遍预期为4.3399亿美元。McAfee Corp.预计2021年第三季度收入为4.61-4.67亿美元,而市场普遍预期为4.428亿美元。McAfee Corp.预计2021财年营收为18.4-18.5亿美元,而市场普遍预期为17.9亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/OLO\">Olo Inc.</a> 3.7% LOWER; reported Q2 EPS of $0.03, $0.02 better than the analyst estimate of $0.01. Revenue for the quarter came in at $35.9 million versus the consensus estimate of $34.03 million. Olo Inc. sees Q3 2021 revenue of $36-36.5 million, versus the consensus of $34.65 million. Olo Inc. sees FY2021 revenue of $144.7-145.7 million, versus the consensus of $140.78 million.</p><p><blockquote><a href=\"https://laohu8.com/S/OLO\">奥洛公司。</a>下降3.7%;报告第二季度每股收益为0.03美元,比分析师预期的0.01美元好0.02美元。该季度营收为3590万美元,而市场普遍预期为3403万美元。Olo Inc.预计2021年第三季度收入为36-3650万美元,而市场普遍预期为3465万美元。Olo Inc.预计2021财年收入为1.447亿至1.457亿美元,而市场普遍预期为1.4078亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/LU\">Lufax</a> 1.9% HIGHER; Morgan Stanley upgraded from Equalweight to Overweight with a price target of $13.00 (from $14.80).</p><p><blockquote><a href=\"https://laohu8.com/S/LU\">陆金所</a>高1.9%;大摩将评级从等权重上调至跑赢大盘,目标价为13.00美元(原14.80美元)。</blockquote></p><p></p><p> <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a> 0.7% HIGHER; reported Q2 EPS of $6.42, $4.18 better than the analyst estimate of $2.24. Revenue for the quarter came in at $2.23 billion versus the consensus estimate of $1.77 billion.</p><p><blockquote><a href=\"https://laohu8.com/S/COIN\">比特币基地全球公司。</a>高0.7%;报告第二季度每股收益为6.42美元,比分析师预期的2.24美元高出4.18美元。该季度营收为22.3亿美元,而市场普遍预期为17.7亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.",".SPX":"S&P 500 Index","FUBO":"fuboTV Inc.","LPRO":"Open Lending Corporation","UPST":"Upstart Holdings, Inc.","WW":"WW International, Inc.","NDX":"纳斯达克100指数",".IXIC":"NASDAQ Composite","ONTF":"ON24, Inc.","LU":"陆金所","SKIN":"The Beauty Health Corp.","TDUP":"ThredUp Inc.","MRVI":"Maravai LifeSciences Holdings, Inc.","GTES":"Gates Industrial Corp PLC","MCFE":"McAfee Corp.",".DJI":"道琼斯","OLO":"PowerShares DB Crude Oil Long ET"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195651017","content_text":"U.S. stock index futures were flat during overnight trading on Tuesday, after the Dow and S&P 500 closed at record highs following the Senate passing the$1 trillion infrastructure bill.\nFutures contracts tied to the DJIA were slightly higher. S&P 500 futures and Nasdaq 100 futures were flat.\nAt 7:30 p.m. ET, Dow e-minis were down 14 points, or 0.04%, S&P 500 e-minis were down 2.50 points, or 0.06%, and Nasdaq 100 e-minis were down 8.25 points, or 0.05%.\nStocks making the biggest moves after hours:\nWeight Watchers International Inc 23.2% LOWER; reported Q2 EPS of $0.12, which may not compare to the analyst estimate of $0.65. Revenue for the quarter came in at $311 million versus the consensus estimate of $337.1 million.\nUpstart Holdings, Inc. 17.9% HIGHER; reported Q2 EPS of $0.62, $0.37 better than the analyst estimate of $0.25. Revenue for the quarter came in at $194 million versus the consensus estimate of $157.76 million. Upstart Holdings sees Q3 2021 revenue of $205-215 million, versus the consensus of $161.6 million.\nON24, Inc. 14.9% LOWER; reported Q2 EPS of $0.04, $0.04 better than the analyst estimate of $0.00. Revenue for the quarter came in at $52.1 million versus the consensus estimate of $51.03 million. ON24, Inc. sees Q3 2021 EPS of ($0.09)-($0.07), versus the consensus of ($0.05). ON24, Inc. sees Q3 2021 revenue of $47.5-48.5 million, versus the consensus of $51.2 million. ON24, Inc. sees FY2021 EPS of ($0.13)-($0.06), versus the consensus of ($0.04). ON24, Inc. sees FY2021 revenue of $201.2-204.2 million, versus the consensus of $209.2 million.\nOpen Lending Corporation 18.2% HIGHER; reported Q2 EPS of $0.60, $0.43 better than the analyst estimate of $0.17. Revenue for the quarter came in at $61.1 million versus the consensus estimate of $48.98 million. Open Lending Corp. sees FY2021 revenue of $184-234 million, versus the consensus of $216 million.\nfuboTV Inc. 12.1% HIGHER; reported Q2 EPS of ($0.38), $0.12 better than the analyst estimate of ($0.50). Revenue for the quarter came in at $130.9 million versus the consensus estimate of $118.88 million. fuboTV Inc. sees Q3 2021 revenue of $140-144 million, versus the consensus of $126.9 million. fuboTV Inc. sees FY2021 revenue of $560-570 million, versus the consensus of $531.7 million.\nMaravai LifeSciences Holdings, Inc. 7.4% HIGHER; reported Q2 EPS of $0.44, $0.13 better than the analyst estimate of $0.31. Revenue for the quarter came in at $217.8 million versus the consensus estimate of $192.29 million. Maravai LifeSciences sees FY2021 revenue of $745-770 million, versus the consensus of $709.65 million.\nThredUp Inc. 7.3% HIGHER; Another record-setting quarter with 27% year-over-year revenue growth\nGates Industrial Corp PLC 6.2% LOWER; announced today that certain selling stockholders affiliated with The Blackstone Group Inc. have commenced a secondary offering of 25,000,000 of Gates' ordinary shares. In connection with the offering, the selling stockholders intend to grant to the underwriters a 30-day option to purchase up to 3,750,000 additional ordinary shares.\nThe Beauty Health Corp. 5.3% HIGHER; reported Q2 EPS of ($1.52), versus ($0.30) reported last year. Revenue for the quarter came in at $66.5 million, versus $14.1 million reported last year.\nMcAfee Corp. 3.8% HIGHER; reported Q2 EPS of $0.21, $0.03 better than the analyst estimate of $0.18. Revenue for the quarter came in at $467 million versus the consensus estimate of $433.99 million. McAfee Corp. sees Q3 2021 revenue of $461-467 million, versus the consensus of $442.8 million. McAfee Corp. sees FY2021 revenue of $1.84-1.85 billion, versus the consensus of $1.79 billion.\nOlo Inc. 3.7% LOWER; reported Q2 EPS of $0.03, $0.02 better than the analyst estimate of $0.01. Revenue for the quarter came in at $35.9 million versus the consensus estimate of $34.03 million. Olo Inc. sees Q3 2021 revenue of $36-36.5 million, versus the consensus of $34.65 million. Olo Inc. sees FY2021 revenue of $144.7-145.7 million, versus the consensus of $140.78 million.\nLufax 1.9% HIGHER; Morgan Stanley upgraded from Equalweight to Overweight with a price target of $13.00 (from $14.80).\nCoinbase Global, Inc. 0.7% HIGHER; reported Q2 EPS of $6.42, $4.18 better than the analyst estimate of $2.24. Revenue for the quarter came in at $2.23 billion versus the consensus estimate of $1.77 billion.","news_type":1,"symbols_score_info":{"COIN":0.9,"GTES":0.9,"MRVI":0.9,".DJI":0.9,"TDUP":0.9,".SPX":0.9,"LPRO":0.9,"LU":0.9,"OLO":0.9,"WW":0.9,"ONTF":0.9,"NDX":0.9,"FUBO":0.9,"MCFE":0.9,"SKIN":0.9,".IXIC":0.9,"UPST":0.9}},"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155712450,"gmtCreate":1625453302070,"gmtModify":1633940539447,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155712450","repostId":"1169840279","repostType":4,"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155102478,"gmtCreate":1625382937694,"gmtModify":1633941040978,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155102478","repostId":"1160702483","repostType":4,"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184700693,"gmtCreate":1623723374212,"gmtModify":1634029542244,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/184700693","repostId":"1167720481","repostType":4,"repost":{"id":"1167720481","kind":"news","pubTimestamp":1623723356,"share":"https://www.laohu8.com/m/news/1167720481?lang=zh_CN&edition=full","pubTime":"2021-06-15 10:15","market":"us","language":"en","title":"Apple: Meme Stocks Or Apple, I Choose Apple Every Time<blockquote>苹果:模因股还是苹果,我每次都选苹果</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167720481","media":"seekingalpha","summary":"Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.Eventually Apple will be invested back to the party and their numbers will be celebrated.So what does AAPL do with all of the cash","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.</li> <li>Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.</li> <li>Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.</li> <li>Eventually Apple will be invested back to the party and their numbers will be celebrated.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54c3b80a3353ef82f618688f13f74658\" tg-width=\"1536\" tg-height=\"1024\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果在2021年一直是负面投资,而模因股票却呈爆炸式增长,这太荒谬了。</li><li>投资者有机会在苹果下一轮上涨之前买入它,而注意力已转移到追逐模因股票的快速赚钱上。</li><li>苹果有望在2021财年创造超过3000亿美元的收入和750亿美元的净利润。</li><li>最终,苹果将被投入到党中,他们的数字将被庆祝。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> In 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers Cathie Wood of Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.</p><p><blockquote>2021年,苹果(AAPL)已成为负回报投资,表现落后SPDR标普500信托ETF(SPDR标普500指数ETF)超过15%。2021年5月,最热门的基金经理之一Ark Invest的Cathie Wood从ARK Fintech Innovation ETF(ARKF)出售了近30万股AAPL股票。据报道,ARK一度减持了AAPL的股份,以增持Coinbase(COIN)和DraftKings(DKNG)的股份。one’s ARK等主动管理型基金每天都会监督股票的买卖,并且可能会使用AAPL作为现金的替代品。苹果公司的评论褒贬不一,一些人认为它最好的日子还在前面,而另一些人则认为辉煌的日子不会重现。我认为市场正在给投资者一个机会,因为AAPL应该会在2021年下半年突破横盘格局。</blockquote></p><p> The market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation & gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.</p><p><blockquote>市场对AAPL在第一季度和第二季度的井喷表现并没有留下深刻印象。苹果公司的股价非但没有在基本面的支持下上涨,反而停滞不前。作为苹果公司的多头,令人费解的是,当苹果公司为有史以来最好的一年做准备时,如此多的注意力都集中在模因股票上,而不是像苹果公司这样的公司。在阅读了最近关于MEME股票的文章的评论后,我写道,然后回顾一些AAPL文章的评论部分,我只是不明白心态是如何转向彻底的投机和赌博而不是投资的。在本财年的前两个季度,2021年AAPL的每股收益为3.08美元,而整个2020财年的每股收益为3.31美元。苹果公司正在为许多指标上有史以来最好的一年奠定基础,但市场并没有留下深刻印象。我相信2021年下半年将会有令人印象深刻的烟花,随着第三季度和第四季度数据的公布,耐心的股东将会得到回报。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e86cb02096dfa9c6da05e350f274aa64\" tg-width=\"640\" tg-height=\"556\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:寻求阿尔法)</span></p></blockquote></p><p> <b>Apple believes it's the best investment in the market and puts their money where their mouth is</b></p><p><blockquote><b>苹果相信这是市场上最好的投资,并把钱用在了他们的嘴上</b></blockquote></p><p> So what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&D]. In 2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.</p><p><blockquote>那么AAPL如何处理其产生的所有现金呢?首先,他们每年花费数百亿美元来发展业务,同时投资研发[R&D]。2020年,AAPL在创收成本上花费了1695.6亿美元。他们的劳动成果可以从他们的产品供应以及他们最新的业务领域(包括服务和可穿戴设备、家居和配件)的增长速度中看出。AAPL在2020年拨款187.5亿美元用于研发,为他们心爱的产品带来进步。AAPL拥有类似邪教心态的客户的原因之一是因为AAPL不会停止创新。他们总是站在最前沿,推动技术如何改善个人日常生活的界限。</blockquote></p><p> So what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's board authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost $23 billion in capital to shareholders in Q2 2021, it doesn't get more bullish than that.</p><p><blockquote>那么AAPL的业务费用兑现后剩下的现金呢?苹果公司押注于自己,并将其股票视为一种投资。自2012财年以来,AAPL已回购了价值4217亿美元的自有股票。2021年,AAPL回购了430亿美元的股票,这表明高级领导层认为持有AAPL股票具有巨大价值。我记得当内部人士购买他们公司的股票时,每个人都感到兴奋的日子。对于苹果公司来说,回购股票只是一个普通的周一。过去十年,苹果公司回购的股票数量超过了大多数公司的市值增长水平。AAPL董事会授权在其现有股票回购计划的基础上追加900亿美元,AAPL在2021年第二季度向股东返还了近230亿美元的资本,没有比这更乐观的了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbaf61374104ed17e51201af591ab7d\" tg-width=\"640\" tg-height=\"349\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:苹果)</span></p></blockquote></p><p> <b>Meme stocks vs. Apple and the insanity of this market</b></p><p><blockquote><b>模因股票与苹果以及这个市场的疯狂</b></blockquote></p><p></p><p> GameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME & AMC have absolutely exploded to the upside.</p><p><blockquote>2021年上半年,游戏驿站(GME)和AMC院线控股(AMC)的股价大幅上涨。不管GME和AMC为何上涨,事实是GME的回报率超过1,100%,AMC的回报率超过2,000%。任何骑过GME或AMC的人,我祝贺并向你们脱帽致敬。由于AAPL今年表现不佳,市场正受到宏伟妄想的推动,但GME和AMC却绝对呈爆炸式上涨。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c85258331453c02381346f8b6c676cec\" tg-width=\"640\" tg-height=\"499\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:寻求阿尔法)</span></p></blockquote></p><p> What's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.</p><p><blockquote>过去几个月AMC发生了什么变化?我可以告诉你,一件事都没有。AMC仍然是一家亏损且几乎不赚钱的公司。我知道投资AMC这样的公司可以因波动性而产生巨额回报,但我并不是在批评它。如果你能在上面赚钱,无论如何,不要让任何人妨碍你,但要小心。当你通读AMC的损益表时,你会发现他们的净利润从未超过4亿美元。在过去十年中,AMC最赚钱的一年是2013年,净利润为3.644亿美元。2019年,新冠疫情的影响为零,AMC创造了54.7亿美元的收入,甚至无法盈利,因为他们亏损了1.491亿美元。AMC上一季度报告的资产负债表上的股本为-23亿美元。现实情况是,AMC可以增发股票并出售以筹集资金。这将改善资产负债表并增加手头现金,从而使AMC受益。人们似乎不明白,当一家公司发行更多股票时,最初的一批股票会因为额外的供应而被稀释并变得毫无价值。AMC可以发行股票并增强其资产负债表,但这不会解决其盈利问题。AAPL每个季度向股东支付的股息比AMC过去十年产生的利润还要多,但AMC是产生更大回报的股票。</blockquote></p><p> When investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN) has a PE of 62.44,Microsoft (MSFT)34.93, and Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.</p><p><blockquote>当投资者购买AMC股票时,他们购买的是一家每股收益为负的公司。AMC的市盈率无法在过去12个月或远期基础上衡量,但投资者愿意为不存在的收益买单。在我的AMC文章的评论中,人们说基本面并不重要。我知道AMC一直是一项技术性交易,但这并不能改变投资者为一家盈利为负的公司买单的现实。目前,标准普尔指数的平均市盈率为45.02。如果我使用AAPL在2021财年前6个月产生的每股收益3.08美元,他们的市盈率将为40.55。对于TTM,AAPL的每股收益为4.49美元,这使得其市盈率降至28.09。目前,投资者为AAPL每产生1美元的收益支付28.09美元,这对于科技行业来说很低。亚马逊(AMZN)的市盈率为62.44,微软(MSFT)为34.93,谷歌(GOOGL)为32.05。看涨期权我很守旧,但我喜欢投资盈利的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79e06d9bc68454731c984429111ff056\" tg-width=\"640\" tg-height=\"661\"><span>(Source:multpl.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:multpl.com)</span></p></blockquote></p><p> <b>Laying out the bull case for Apple and why a breakout to the upside is inevitable</b></p><p><blockquote><b>阐述苹果的牛市理由以及为什么向上突破是不可避免的</b></blockquote></p><p> AAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.</p><p><blockquote>苹果公司拥有一批狂热的追随者,他们被其产品和服务所吸引。2021年前6个月,AAPLhas的收入为2010.2亿美元,毛利润为824.1亿美元,净利润为523.9亿美元。2021年,AAPL已创造了2020年总收入的73.23%(2010.2亿美元),然后是2020年总收入(824.1亿美元)的78.51%和2020年净利润总额(523.9亿美元)的91.25%。AAPL有望打破之前的记录,除非发生深不可测的事情,否则2021年将是AAPL有史以来最好的一年。</blockquote></p><p> So the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.</p><p><blockquote>因此,真正的问题是是什么导致了AAPL财务状况的飙升,以及它们是否可持续?部分原因是AAPL的硬件销量从iPhone 12到iPad都有所增长。可以说,由于在家工作或远程学习,许多人在疫情期间需要升级他们的技术,但这种逻辑不能用于2021年。4月底,当AAPL报告Q2时,他们的iPhone销售额超出预期71.4亿美元,Mac销售额超出预期22亿美元,iPad销售额超出预期20.1亿美元。这些数字是一年后的事了,虽然AAPL首款5G产品iPhone 12预计会带来推动力,但我相信疫情将社会推向了一个更加重视技术的地方。</blockquote></p><p></p><p> I believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In 2018 Services generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.</p><p><blockquote>我相信AAPL将继续看到强劲的硬件销售,但这只是拼图的一部分。服务和可穿戴设备家居和配件正在成为AAPL财务指标的重要组成部分。2018年,服务业创造了397.5亿美元的收入。2019年,服务增加了65.4亿美元(16.46%),全年收入为462.9亿美元。2020年,服务业增长了74.8亿美元(16.15%),总收入达到537.7亿美元。2020年前6个月,服务已经创造了326.6亿美元的收入,占2020年总收入的60.75%。服务持续增长,为AAPL创造了真正的经常性收入业务部门。服务的美妙之处在于AAPL销售的每一件硬件;每个月都有机会通过服务产生额外的收入。</blockquote></p><p> Services are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.</p><p><blockquote>服务正在成为AAPL的本垒打,因为它使其收入组合多元化,不再仅仅依靠实体产品构建。截至2020财年结束时,服务业在短短4年内年收入增加了294.2亿美元(120.83%)。2021年前6个月,服务业创造了326.6亿美元,是2020年收入的60%。AAPL有望在2021财年实现600亿美元的服务收入。展望未来,在不久的将来,服务业可能会创造1000亿美元的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f044f79f7525038fb94ed27b6a92209\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:苹果)</span></p></blockquote></p><p> Wearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.</p><p><blockquote>可穿戴设备家居和配件继续追随Service的脚步,因为它已成为比iPad和Mac更大的收入领域。随着苹果观察的成立,这一类别的收入从2016年的111.3亿美元增长到2020年的306.2亿美元。在4个财年中,可穿戴家居和配件的收入增加了244.8亿美元(175.06%),并且增长不断扩大。2021年前6个月,可穿戴家居和配件已经创造了208.1亿美元的收入,是2020年总收入的67.95%。AAPL肯定有望在2021财年从可穿戴设备家居和配件中创造超过350亿美元的收入。未来几年,AAPL有望从可穿戴设备家居和配件中创造500亿美元的年收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7071ec652302c6cab585fef4c408d65\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:苹果)</span></p></blockquote></p><p> By the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.</p><p><blockquote>到2025财年结束时,服务很有可能会产生超过780亿美元的收入,如果两者都以10%的速度增长,可穿戴家居和配件的年收入可能会超过440亿美元。这两个类别的总收入有望超过1000亿美元,到2020年代末,这一数字可能会增长到每年1500亿美元。我对投资者没有涌入苹果公司感到震惊,更可笑的是,没有更详细地讨论对苹果公司数据的强调。当服务业收入达到1000亿美元、可穿戴家居和配件收入达到500亿美元时,AAPL未来的价值是多少?在过去的十年里,AAPL不断创新并改变技术的使用方式,我拒绝相信他们最好的日子已经过去。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62cd231b75d9f875329f6713debe846b\" tg-width=\"640\" tg-height=\"191\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:苹果)</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> The meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.</p><p><blockquote>迷因股票让一些投资者兴奋不已,同时也让另一群投资者摇头。除了赌博之外,我无法理解当你可以购买AAPL出售的股票时,为什么人们想要投资AMC。苹果公司本应大幅上涨,但其最近两个季度的井喷并没有起到任何作用。我相信一旦第三季度的数据公布,情况就会有所不同。我们将再次发现,AAPL继续购买数十亿美元的股票,同时报告称,在9个月内,他们创造的净利润超过了2020年全年。在运营的前6个月,AAPL创造了2010.2亿美元的收入和523.9亿美元的净利润,同时返还了532亿美元的回购和股息。投资者有机会在下一轮上涨之前买入更多苹果公司。我是AAPL的股东,我计划在第三季度财报公布之前购买更多。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Meme Stocks Or Apple, I Choose Apple Every Time<blockquote>苹果:模因股还是苹果,我每次都选苹果</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Meme Stocks Or Apple, I Choose Apple Every Time<blockquote>苹果:模因股还是苹果,我每次都选苹果</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-15 10:15</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>Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.</li> <li>Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.</li> <li>Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.</li> <li>Eventually Apple will be invested back to the party and their numbers will be celebrated.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54c3b80a3353ef82f618688f13f74658\" tg-width=\"1536\" tg-height=\"1024\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果在2021年一直是负面投资,而模因股票却呈爆炸式增长,这太荒谬了。</li><li>投资者有机会在苹果下一轮上涨之前买入它,而注意力已转移到追逐模因股票的快速赚钱上。</li><li>苹果有望在2021财年创造超过3000亿美元的收入和750亿美元的净利润。</li><li>最终,苹果将被投入到党中,他们的数字将被庆祝。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> In 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers Cathie Wood of Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.</p><p><blockquote>2021年,苹果(AAPL)已成为负回报投资,表现落后SPDR标普500信托ETF(SPDR标普500指数ETF)超过15%。2021年5月,最热门的基金经理之一Ark Invest的Cathie Wood从ARK Fintech Innovation ETF(ARKF)出售了近30万股AAPL股票。据报道,ARK一度减持了AAPL的股份,以增持Coinbase(COIN)和DraftKings(DKNG)的股份。one’s ARK等主动管理型基金每天都会监督股票的买卖,并且可能会使用AAPL作为现金的替代品。苹果公司的评论褒贬不一,一些人认为它最好的日子还在前面,而另一些人则认为辉煌的日子不会重现。我认为市场正在给投资者一个机会,因为AAPL应该会在2021年下半年突破横盘格局。</blockquote></p><p> The market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation & gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.</p><p><blockquote>市场对AAPL在第一季度和第二季度的井喷表现并没有留下深刻印象。苹果公司的股价非但没有在基本面的支持下上涨,反而停滞不前。作为苹果公司的多头,令人费解的是,当苹果公司为有史以来最好的一年做准备时,如此多的注意力都集中在模因股票上,而不是像苹果公司这样的公司。在阅读了最近关于MEME股票的文章的评论后,我写道,然后回顾一些AAPL文章的评论部分,我只是不明白心态是如何转向彻底的投机和赌博而不是投资的。在本财年的前两个季度,2021年AAPL的每股收益为3.08美元,而整个2020财年的每股收益为3.31美元。苹果公司正在为许多指标上有史以来最好的一年奠定基础,但市场并没有留下深刻印象。我相信2021年下半年将会有令人印象深刻的烟花,随着第三季度和第四季度数据的公布,耐心的股东将会得到回报。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e86cb02096dfa9c6da05e350f274aa64\" tg-width=\"640\" tg-height=\"556\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:寻求阿尔法)</span></p></blockquote></p><p> <b>Apple believes it's the best investment in the market and puts their money where their mouth is</b></p><p><blockquote><b>苹果相信这是市场上最好的投资,并把钱用在了他们的嘴上</b></blockquote></p><p> So what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&D]. In 2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.</p><p><blockquote>那么AAPL如何处理其产生的所有现金呢?首先,他们每年花费数百亿美元来发展业务,同时投资研发[R&D]。2020年,AAPL在创收成本上花费了1695.6亿美元。他们的劳动成果可以从他们的产品供应以及他们最新的业务领域(包括服务和可穿戴设备、家居和配件)的增长速度中看出。AAPL在2020年拨款187.5亿美元用于研发,为他们心爱的产品带来进步。AAPL拥有类似邪教心态的客户的原因之一是因为AAPL不会停止创新。他们总是站在最前沿,推动技术如何改善个人日常生活的界限。</blockquote></p><p> So what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's board authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost $23 billion in capital to shareholders in Q2 2021, it doesn't get more bullish than that.</p><p><blockquote>那么AAPL的业务费用兑现后剩下的现金呢?苹果公司押注于自己,并将其股票视为一种投资。自2012财年以来,AAPL已回购了价值4217亿美元的自有股票。2021年,AAPL回购了430亿美元的股票,这表明高级领导层认为持有AAPL股票具有巨大价值。我记得当内部人士购买他们公司的股票时,每个人都感到兴奋的日子。对于苹果公司来说,回购股票只是一个普通的周一。过去十年,苹果公司回购的股票数量超过了大多数公司的市值增长水平。AAPL董事会授权在其现有股票回购计划的基础上追加900亿美元,AAPL在2021年第二季度向股东返还了近230亿美元的资本,没有比这更乐观的了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbaf61374104ed17e51201af591ab7d\" tg-width=\"640\" tg-height=\"349\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:苹果)</span></p></blockquote></p><p> <b>Meme stocks vs. Apple and the insanity of this market</b></p><p><blockquote><b>模因股票与苹果以及这个市场的疯狂</b></blockquote></p><p></p><p> GameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME & AMC have absolutely exploded to the upside.</p><p><blockquote>2021年上半年,游戏驿站(GME)和AMC院线控股(AMC)的股价大幅上涨。不管GME和AMC为何上涨,事实是GME的回报率超过1,100%,AMC的回报率超过2,000%。任何骑过GME或AMC的人,我祝贺并向你们脱帽致敬。由于AAPL今年表现不佳,市场正受到宏伟妄想的推动,但GME和AMC却绝对呈爆炸式上涨。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c85258331453c02381346f8b6c676cec\" tg-width=\"640\" tg-height=\"499\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:寻求阿尔法)</span></p></blockquote></p><p> What's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.</p><p><blockquote>过去几个月AMC发生了什么变化?我可以告诉你,一件事都没有。AMC仍然是一家亏损且几乎不赚钱的公司。我知道投资AMC这样的公司可以因波动性而产生巨额回报,但我并不是在批评它。如果你能在上面赚钱,无论如何,不要让任何人妨碍你,但要小心。当你通读AMC的损益表时,你会发现他们的净利润从未超过4亿美元。在过去十年中,AMC最赚钱的一年是2013年,净利润为3.644亿美元。2019年,新冠疫情的影响为零,AMC创造了54.7亿美元的收入,甚至无法盈利,因为他们亏损了1.491亿美元。AMC上一季度报告的资产负债表上的股本为-23亿美元。现实情况是,AMC可以增发股票并出售以筹集资金。这将改善资产负债表并增加手头现金,从而使AMC受益。人们似乎不明白,当一家公司发行更多股票时,最初的一批股票会因为额外的供应而被稀释并变得毫无价值。AMC可以发行股票并增强其资产负债表,但这不会解决其盈利问题。AAPL每个季度向股东支付的股息比AMC过去十年产生的利润还要多,但AMC是产生更大回报的股票。</blockquote></p><p> When investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN) has a PE of 62.44,Microsoft (MSFT)34.93, and Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.</p><p><blockquote>当投资者购买AMC股票时,他们购买的是一家每股收益为负的公司。AMC的市盈率无法在过去12个月或远期基础上衡量,但投资者愿意为不存在的收益买单。在我的AMC文章的评论中,人们说基本面并不重要。我知道AMC一直是一项技术性交易,但这并不能改变投资者为一家盈利为负的公司买单的现实。目前,标准普尔指数的平均市盈率为45.02。如果我使用AAPL在2021财年前6个月产生的每股收益3.08美元,他们的市盈率将为40.55。对于TTM,AAPL的每股收益为4.49美元,这使得其市盈率降至28.09。目前,投资者为AAPL每产生1美元的收益支付28.09美元,这对于科技行业来说很低。亚马逊(AMZN)的市盈率为62.44,微软(MSFT)为34.93,谷歌(GOOGL)为32.05。看涨期权我很守旧,但我喜欢投资盈利的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79e06d9bc68454731c984429111ff056\" tg-width=\"640\" tg-height=\"661\"><span>(Source:multpl.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:multpl.com)</span></p></blockquote></p><p> <b>Laying out the bull case for Apple and why a breakout to the upside is inevitable</b></p><p><blockquote><b>阐述苹果的牛市理由以及为什么向上突破是不可避免的</b></blockquote></p><p> AAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.</p><p><blockquote>苹果公司拥有一批狂热的追随者,他们被其产品和服务所吸引。2021年前6个月,AAPLhas的收入为2010.2亿美元,毛利润为824.1亿美元,净利润为523.9亿美元。2021年,AAPL已创造了2020年总收入的73.23%(2010.2亿美元),然后是2020年总收入(824.1亿美元)的78.51%和2020年净利润总额(523.9亿美元)的91.25%。AAPL有望打破之前的记录,除非发生深不可测的事情,否则2021年将是AAPL有史以来最好的一年。</blockquote></p><p> So the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.</p><p><blockquote>因此,真正的问题是是什么导致了AAPL财务状况的飙升,以及它们是否可持续?部分原因是AAPL的硬件销量从iPhone 12到iPad都有所增长。可以说,由于在家工作或远程学习,许多人在疫情期间需要升级他们的技术,但这种逻辑不能用于2021年。4月底,当AAPL报告Q2时,他们的iPhone销售额超出预期71.4亿美元,Mac销售额超出预期22亿美元,iPad销售额超出预期20.1亿美元。这些数字是一年后的事了,虽然AAPL首款5G产品iPhone 12预计会带来推动力,但我相信疫情将社会推向了一个更加重视技术的地方。</blockquote></p><p></p><p> I believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In 2018 Services generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.</p><p><blockquote>我相信AAPL将继续看到强劲的硬件销售,但这只是拼图的一部分。服务和可穿戴设备家居和配件正在成为AAPL财务指标的重要组成部分。2018年,服务业创造了397.5亿美元的收入。2019年,服务增加了65.4亿美元(16.46%),全年收入为462.9亿美元。2020年,服务业增长了74.8亿美元(16.15%),总收入达到537.7亿美元。2020年前6个月,服务已经创造了326.6亿美元的收入,占2020年总收入的60.75%。服务持续增长,为AAPL创造了真正的经常性收入业务部门。服务的美妙之处在于AAPL销售的每一件硬件;每个月都有机会通过服务产生额外的收入。</blockquote></p><p> Services are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.</p><p><blockquote>服务正在成为AAPL的本垒打,因为它使其收入组合多元化,不再仅仅依靠实体产品构建。截至2020财年结束时,服务业在短短4年内年收入增加了294.2亿美元(120.83%)。2021年前6个月,服务业创造了326.6亿美元,是2020年收入的60%。AAPL有望在2021财年实现600亿美元的服务收入。展望未来,在不久的将来,服务业可能会创造1000亿美元的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f044f79f7525038fb94ed27b6a92209\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:苹果)</span></p></blockquote></p><p> Wearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.</p><p><blockquote>可穿戴设备家居和配件继续追随Service的脚步,因为它已成为比iPad和Mac更大的收入领域。随着苹果观察的成立,这一类别的收入从2016年的111.3亿美元增长到2020年的306.2亿美元。在4个财年中,可穿戴家居和配件的收入增加了244.8亿美元(175.06%),并且增长不断扩大。2021年前6个月,可穿戴家居和配件已经创造了208.1亿美元的收入,是2020年总收入的67.95%。AAPL肯定有望在2021财年从可穿戴设备家居和配件中创造超过350亿美元的收入。未来几年,AAPL有望从可穿戴设备家居和配件中创造500亿美元的年收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7071ec652302c6cab585fef4c408d65\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:苹果)</span></p></blockquote></p><p> By the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.</p><p><blockquote>到2025财年结束时,服务很有可能会产生超过780亿美元的收入,如果两者都以10%的速度增长,可穿戴家居和配件的年收入可能会超过440亿美元。这两个类别的总收入有望超过1000亿美元,到2020年代末,这一数字可能会增长到每年1500亿美元。我对投资者没有涌入苹果公司感到震惊,更可笑的是,没有更详细地讨论对苹果公司数据的强调。当服务业收入达到1000亿美元、可穿戴家居和配件收入达到500亿美元时,AAPL未来的价值是多少?在过去的十年里,AAPL不断创新并改变技术的使用方式,我拒绝相信他们最好的日子已经过去。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62cd231b75d9f875329f6713debe846b\" tg-width=\"640\" tg-height=\"191\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:苹果)</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> The meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.</p><p><blockquote>迷因股票让一些投资者兴奋不已,同时也让另一群投资者摇头。除了赌博之外,我无法理解当你可以购买AAPL出售的股票时,为什么人们想要投资AMC。苹果公司本应大幅上涨,但其最近两个季度的井喷并没有起到任何作用。我相信一旦第三季度的数据公布,情况就会有所不同。我们将再次发现,AAPL继续购买数十亿美元的股票,同时报告称,在9个月内,他们创造的净利润超过了2020年全年。在运营的前6个月,AAPL创造了2010.2亿美元的收入和523.9亿美元的净利润,同时返还了532亿美元的回购和股息。投资者有机会在下一轮上涨之前买入更多苹果公司。我是AAPL的股东,我计划在第三季度财报公布之前购买更多。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4434600-apple-meme-stocks-or-apple-i-choose-apple-every-time\">seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4434600-apple-meme-stocks-or-apple-i-choose-apple-every-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167720481","content_text":"Summary\n\nApple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.\nInvestors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.\nApple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.\nEventually Apple will be invested back to the party and their numbers will be celebrated.\n\nNikada/iStock Unreleased via Getty Images\nIn 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers Cathie Wood of Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.\nThe market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation & gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.\n(Source: Seeking Alpha)\nApple believes it's the best investment in the market and puts their money where their mouth is\nSo what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&D]. In 2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.\nSo what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's board authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost $23 billion in capital to shareholders in Q2 2021, it doesn't get more bullish than that.\n(Source: Apple)\nMeme stocks vs. Apple and the insanity of this market\nGameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME & AMC have absolutely exploded to the upside.\n(Source: Seeking Alpha)\nWhat's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.\nWhen investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN) has a PE of 62.44,Microsoft (MSFT)34.93, and Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.\n(Source:multpl.com)\nLaying out the bull case for Apple and why a breakout to the upside is inevitable\nAAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.\nSo the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.\nI believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In 2018 Services generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.\nServices are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.\n(Source: Steven Fiorillo) (Data Source: Apple)\nWearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.\n(Source: Steven Fiorillo) (Data Source: Apple)\nBy the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.\n(Source: Apple)\nConclusion\nThe meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113877387,"gmtCreate":1622607208649,"gmtModify":1634099976656,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/113877387","repostId":"1106176005","repostType":4,"repost":{"id":"1106176005","kind":"news","pubTimestamp":1622588821,"share":"https://www.laohu8.com/m/news/1106176005?lang=zh_CN&edition=full","pubTime":"2021-06-02 07:07","market":"us","language":"en","title":"S&P 500 dips, as healthcare weighs; Dow ends higher<blockquote>随着医疗保健的压力,标普500下跌;道指收高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106176005","media":"Reuters","summary":"The S&P 500dipped on Tuesday, with declines in healthcare and tech shares countered by energy and financial gains, as investors weighed the latest U.S. economic data for signs of a rebound and rising inflation.The S&P 500 financial sectorhit a record high, while expected growth in fuel demand boosted oil prices and helped lift the energy sector3.9%, its biggest $one$-day gain in nearly four months. The heavyweight tech sectorfell while the healthcare sectorwas dragged down by a weak profit forec","content":"<p>The S&P 500(.SPX)dipped on Tuesday, with declines in healthcare and tech shares countered by energy and financial gains, as investors weighed the latest U.S. economic data for signs of a rebound and rising inflation.</p><p><blockquote>标普500(.SPX)周二下跌,医疗保健和科技股的下跌被能源和金融股的上涨所抵消,投资者权衡最新的美国经济数据是否有反弹和通胀上升的迹象。</blockquote></p><p>The S&P 500 financial sector(.SPSY)hit a record high, while expected growth in fuel demand boosted oil prices and helped lift the energy sector(.SPNY)3.9%, its biggest <a href=\"https://laohu8.com/S/AONE\">one</a>-day gain in nearly four months. The heavyweight tech sector(.SPLRCT)fell while the healthcare sector(.SPXHC)was dragged down by a weak profit forecast from <a href=\"https://laohu8.com/S/ABT\">Abbott Laboratories</a>(ABT.N).</p><p><blockquote>标普500金融板块(.SPSY)创历史新高,而燃料需求预期增长提振油价,并帮助提振能源板块(.SPNY)上涨3.9%,为最大<a href=\"https://laohu8.com/S/AONE\">一</a>-近四个月来的日涨幅。重量级科技板块(.SPLRCT)下跌,而医疗保健板块(.SPXHC)则受到来自<a href=\"https://laohu8.com/S/ABT\">雅培实验室</a>(N部)。</blockquote></p><p>Data showed U.S.manufacturing activity pickedup in May as pent-up demand in a reopening economy boosted orders. But unfinished work piled up because of shortages of raw materials and labor.</p><p><blockquote>数据显示,由于经济重新开放中被压抑的需求提振了订单,美国5月份制造业活动有所回升。但由于原材料和劳动力短缺,未完成的工作堆积起来。</blockquote></p><p>\"People came back from a holiday weekend convinced that the economy is recovering nicely and that any inflation that we might be seeing in labor and other costs is temporary,\" Peter Tuz, president of <a href=\"https://laohu8.com/S/CCF\">Chase</a> Investment Counsel in Charlottesville, Virginia.</p><p><blockquote>“人们从假期周末回来后确信经济正在良好复苏,我们可能在劳动力和其他成本方面看到的任何通胀都是暂时的,”<a href=\"https://laohu8.com/S/CCF\">追逐</a>弗吉尼亚州夏洛茨维尔的投资顾问。</blockquote></p><p>The Dow Jones Industrial Average(.DJI)rose 45.86 points, or 0.13%, to 34,575.31; the S&P 500(.SPX)lost 2.07 points, or 0.05%, at 4,202.04; and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite(.IXIC)dropped 12.26 points, or 0.09%, to 13,736.48.</p><p><blockquote>道琼工业指数(.DJI)涨45.86点,或0.13%,报34,575.31;标普500(.SPX)下跌2.07点,或0.05%,报4,202.04点;和<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>综合指数(.IXIC)下跌12.26点,或0.09%,至13,736.48点。</blockquote></p><p>Along with sharp gains for financials and energy, the small-cap Russell 2000(.RUT)rose 1.1% on Tuesday, underscoring strength for segments of the stock market expected to do particularly well in an expanding economy.</p><p><blockquote>随着金融和能源股的大幅上涨,小盘股罗素2000指数(.RUT)周二上涨1.1%,突显了预计在经济扩张中表现尤其出色的股市板块的强势。</blockquote></p><p>While the S&P 500 remains less than 1% of its record high after four straight months of gains, investors are worried about whether rising inflation could hit equity prices.</p><p><blockquote>尽管标普500在连续四个月上涨后仍不到历史高点的1%,但投资者担心通胀上升是否会打击股价。</blockquote></p><p>\"We have supply chain issues, delays, price increases, pricing pressures in general, we have got employers saying they have got difficulty sourcing labor,\" said Kristina Hooper, chief global market strategist at <a href=\"https://laohu8.com/S/IVZ\">Invesco</a> in <a href=\"https://laohu8.com/S/NWY\">New York</a>.</p><p><blockquote>首席全球市场策略师克里斯蒂娜·胡珀(Kristina Hooper)表示:“我们面临供应链问题、延误、价格上涨、总体定价压力,雇主表示他们很难找到劳动力。”<a href=\"https://laohu8.com/S/IVZ\">景顺</a>在<a href=\"https://laohu8.com/S/NWY\">纽约</a>.</blockquote></p><p>\"So this is a microcosm of what we are already hearing about and seeing in the overall economy and it's just a reminder that inflation remains a concern.\"</p><p><blockquote>“因此,这是我们在整体经济中已经听到和看到的情况的一个缩影,它只是提醒人们通货膨胀仍然是一个问题。”</blockquote></p><p>A Wall St. sign is seen near the <a href=\"https://laohu8.com/S/NYRT\">New York</a> Stock Exchange (NYSE) in <a href=\"https://laohu8.com/S/NGD\">New</a> York <a href=\"https://laohu8.com/S/CHCO\">City</a>, U.S., May 4, 2021. REUTERS/Brendan McDermid/File Photo</p><p><blockquote>附近可以看到华尔街的标志<a href=\"https://laohu8.com/S/NYRT\">纽约</a>纽约证券交易所<a href=\"https://laohu8.com/S/NGD\">新的</a>约克<a href=\"https://laohu8.com/S/CHCO\">城市</a>,美国,2021年5月4日。路透社/Brendan McDermid/资料照片</blockquote></p><p>Stock markets on Friday brushed off a surge inkey inflation readingsfor April following reassurances from Federal Reserve officials that the central bank’s ultra-loose monetary policy would remain in place.</p><p><blockquote>在美联储官员保证央行超宽松货币政策将继续实施后,周五股市没有出现四月份关键通胀数据的飙升。</blockquote></p><p>Minneapolis Federal Reserve Bank President Neel Kashkari and Fed Vice Chair for supervision Randal Quarles on Tuesday reiterated the view that higher prices would be transitory.</p><p><blockquote>明尼阿波利斯联邦储备银行行长尼尔·卡什卡利和美联储负责监管的副主席兰德尔·夸尔斯周二重申了价格上涨将是暂时的观点。</blockquote></p><p>This week's focus will be on a raft of economic data, culminating with U.S. payrolls due on Friday.</p><p><blockquote>本周的焦点将是大量经济数据,最终将于周五公布的美国就业数据。</blockquote></p><p>Abbott Labs shares fell 9.3% after the company cut itsfull-year 2021 profit forecast, citing expectations for a sharp decline in revenue from its COVID-19 tests as more Americans get vaccinated. Shares of other test makers also fell.</p><p><blockquote>雅培实验室(Abbott Labs)下调2021年全年利润预期,理由是随着越来越多的美国人接种疫苗,预计其COVID-19检测收入将大幅下降,该公司股价下跌9.3%。其他测试制造商的股价也下跌。</blockquote></p><p>Cloudera Inc(CLDR.N)shares jumped 23.9% after private equity firms KKR & Co(KKR.N)and Clayton Dubilier & Rice LLCagreed to take the data analytics firm private.</p><p><blockquote>Cloudera Inc(CLDR.N)在私募股权公司KKR&Co(KKR)之后,股价上涨23.9%。N)和Clayton Dubilier&Rice LLCA同意将这家数据分析公司私有化。</blockquote></p><p>A group of“meme stocks” extended gainsfrom the previous week, with shares of <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a> Holdings Inc(AMC.N)up 22.7% after the movie theater chain said it sold $230 million of its stock.</p><p><blockquote>一批“模因股”延续了前一周的涨幅,其中<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>控股公司(AMC.N)上涨22.7%,此前这家连锁电影院表示出售了价值2.3亿美元的股票。</blockquote></p><p>Advancing issues outnumbered decliners on the NYSE by a 2.54-to-1 ratio; on <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a>, a 1.79-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为2.54比1;在<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>1.79比1的比率有利于上涨者。</blockquote></p><p>The S&P 500 posted 73 new 52-week highs and no new lows; the Nasdaq Composite recorded 168 new highs and 25 new lows.</p><p><blockquote>标普500创下73个52周新高,无新低;纳斯达克综合指数录得168个新高和25个新低。</blockquote></p><p>About 10.7 billion shares changed hands in U.S. exchanges, compared with the 10.5 billion daily average over the last 20 sessions.</p><p><blockquote>美国交易所约有107亿股易手,而过去20个交易日的日均交易量为105亿股。</blockquote></p><p><b>Here are company's financial statements:</b></p><p><blockquote><b>以下是公司的财务报表:</b></blockquote></p><p><a href=\"https://laohu8.com/NW/1184181912\" target=\"_blank\"><b>Zoom reports blowout earnings but warns of a coming slowdown</b></a></p><p><blockquote><a href=\"https://laohu8.com/NW/1184181912\" target=\"_blank\"><b>Zoom报告盈利井喷,但警告即将放缓</b></a></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>S&P 500 dips, as healthcare weighs; Dow ends higher<blockquote>随着医疗保健的压力,标普500下跌;道指收高</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; 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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\">\nS&P 500 dips, as healthcare weighs; Dow ends higher<blockquote>随着医疗保健的压力,标普500下跌;道指收高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-06-02 07:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The S&P 500(.SPX)dipped on Tuesday, with declines in healthcare and tech shares countered by energy and financial gains, as investors weighed the latest U.S. economic data for signs of a rebound and rising inflation.</p><p><blockquote>标普500(.SPX)周二下跌,医疗保健和科技股的下跌被能源和金融股的上涨所抵消,投资者权衡最新的美国经济数据是否有反弹和通胀上升的迹象。</blockquote></p><p>The S&P 500 financial sector(.SPSY)hit a record high, while expected growth in fuel demand boosted oil prices and helped lift the energy sector(.SPNY)3.9%, its biggest <a href=\"https://laohu8.com/S/AONE\">one</a>-day gain in nearly four months. The heavyweight tech sector(.SPLRCT)fell while the healthcare sector(.SPXHC)was dragged down by a weak profit forecast from <a href=\"https://laohu8.com/S/ABT\">Abbott Laboratories</a>(ABT.N).</p><p><blockquote>标普500金融板块(.SPSY)创历史新高,而燃料需求预期增长提振油价,并帮助提振能源板块(.SPNY)上涨3.9%,为最大<a href=\"https://laohu8.com/S/AONE\">一</a>-近四个月来的日涨幅。重量级科技板块(.SPLRCT)下跌,而医疗保健板块(.SPXHC)则受到来自<a href=\"https://laohu8.com/S/ABT\">雅培实验室</a>(N部)。</blockquote></p><p>Data showed U.S.manufacturing activity pickedup in May as pent-up demand in a reopening economy boosted orders. But unfinished work piled up because of shortages of raw materials and labor.</p><p><blockquote>数据显示,由于经济重新开放中被压抑的需求提振了订单,美国5月份制造业活动有所回升。但由于原材料和劳动力短缺,未完成的工作堆积起来。</blockquote></p><p>\"People came back from a holiday weekend convinced that the economy is recovering nicely and that any inflation that we might be seeing in labor and other costs is temporary,\" Peter Tuz, president of <a href=\"https://laohu8.com/S/CCF\">Chase</a> Investment Counsel in Charlottesville, Virginia.</p><p><blockquote>“人们从假期周末回来后确信经济正在良好复苏,我们可能在劳动力和其他成本方面看到的任何通胀都是暂时的,”<a href=\"https://laohu8.com/S/CCF\">追逐</a>弗吉尼亚州夏洛茨维尔的投资顾问。</blockquote></p><p>The Dow Jones Industrial Average(.DJI)rose 45.86 points, or 0.13%, to 34,575.31; the S&P 500(.SPX)lost 2.07 points, or 0.05%, at 4,202.04; and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite(.IXIC)dropped 12.26 points, or 0.09%, to 13,736.48.</p><p><blockquote>道琼工业指数(.DJI)涨45.86点,或0.13%,报34,575.31;标普500(.SPX)下跌2.07点,或0.05%,报4,202.04点;和<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>综合指数(.IXIC)下跌12.26点,或0.09%,至13,736.48点。</blockquote></p><p>Along with sharp gains for financials and energy, the small-cap Russell 2000(.RUT)rose 1.1% on Tuesday, underscoring strength for segments of the stock market expected to do particularly well in an expanding economy.</p><p><blockquote>随着金融和能源股的大幅上涨,小盘股罗素2000指数(.RUT)周二上涨1.1%,突显了预计在经济扩张中表现尤其出色的股市板块的强势。</blockquote></p><p>While the S&P 500 remains less than 1% of its record high after four straight months of gains, investors are worried about whether rising inflation could hit equity prices.</p><p><blockquote>尽管标普500在连续四个月上涨后仍不到历史高点的1%,但投资者担心通胀上升是否会打击股价。</blockquote></p><p>\"We have supply chain issues, delays, price increases, pricing pressures in general, we have got employers saying they have got difficulty sourcing labor,\" said Kristina Hooper, chief global market strategist at <a href=\"https://laohu8.com/S/IVZ\">Invesco</a> in <a href=\"https://laohu8.com/S/NWY\">New York</a>.</p><p><blockquote>首席全球市场策略师克里斯蒂娜·胡珀(Kristina Hooper)表示:“我们面临供应链问题、延误、价格上涨、总体定价压力,雇主表示他们很难找到劳动力。”<a href=\"https://laohu8.com/S/IVZ\">景顺</a>在<a href=\"https://laohu8.com/S/NWY\">纽约</a>.</blockquote></p><p>\"So this is a microcosm of what we are already hearing about and seeing in the overall economy and it's just a reminder that inflation remains a concern.\"</p><p><blockquote>“因此,这是我们在整体经济中已经听到和看到的情况的一个缩影,它只是提醒人们通货膨胀仍然是一个问题。”</blockquote></p><p>A Wall St. sign is seen near the <a href=\"https://laohu8.com/S/NYRT\">New York</a> Stock Exchange (NYSE) in <a href=\"https://laohu8.com/S/NGD\">New</a> York <a href=\"https://laohu8.com/S/CHCO\">City</a>, U.S., May 4, 2021. REUTERS/Brendan McDermid/File Photo</p><p><blockquote>附近可以看到华尔街的标志<a href=\"https://laohu8.com/S/NYRT\">纽约</a>纽约证券交易所<a href=\"https://laohu8.com/S/NGD\">新的</a>约克<a href=\"https://laohu8.com/S/CHCO\">城市</a>,美国,2021年5月4日。路透社/Brendan McDermid/资料照片</blockquote></p><p>Stock markets on Friday brushed off a surge inkey inflation readingsfor April following reassurances from Federal Reserve officials that the central bank’s ultra-loose monetary policy would remain in place.</p><p><blockquote>在美联储官员保证央行超宽松货币政策将继续实施后,周五股市没有出现四月份关键通胀数据的飙升。</blockquote></p><p>Minneapolis Federal Reserve Bank President Neel Kashkari and Fed Vice Chair for supervision Randal Quarles on Tuesday reiterated the view that higher prices would be transitory.</p><p><blockquote>明尼阿波利斯联邦储备银行行长尼尔·卡什卡利和美联储负责监管的副主席兰德尔·夸尔斯周二重申了价格上涨将是暂时的观点。</blockquote></p><p>This week's focus will be on a raft of economic data, culminating with U.S. payrolls due on Friday.</p><p><blockquote>本周的焦点将是大量经济数据,最终将于周五公布的美国就业数据。</blockquote></p><p>Abbott Labs shares fell 9.3% after the company cut itsfull-year 2021 profit forecast, citing expectations for a sharp decline in revenue from its COVID-19 tests as more Americans get vaccinated. Shares of other test makers also fell.</p><p><blockquote>雅培实验室(Abbott Labs)下调2021年全年利润预期,理由是随着越来越多的美国人接种疫苗,预计其COVID-19检测收入将大幅下降,该公司股价下跌9.3%。其他测试制造商的股价也下跌。</blockquote></p><p>Cloudera Inc(CLDR.N)shares jumped 23.9% after private equity firms KKR & Co(KKR.N)and Clayton Dubilier & Rice LLCagreed to take the data analytics firm private.</p><p><blockquote>Cloudera Inc(CLDR.N)在私募股权公司KKR&Co(KKR)之后,股价上涨23.9%。N)和Clayton Dubilier&Rice LLCA同意将这家数据分析公司私有化。</blockquote></p><p>A group of“meme stocks” extended gainsfrom the previous week, with shares of <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a> Holdings Inc(AMC.N)up 22.7% after the movie theater chain said it sold $230 million of its stock.</p><p><blockquote>一批“模因股”延续了前一周的涨幅,其中<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>控股公司(AMC.N)上涨22.7%,此前这家连锁电影院表示出售了价值2.3亿美元的股票。</blockquote></p><p>Advancing issues outnumbered decliners on the NYSE by a 2.54-to-1 ratio; on <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a>, a 1.79-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为2.54比1;在<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>1.79比1的比率有利于上涨者。</blockquote></p><p>The S&P 500 posted 73 new 52-week highs and no new lows; the Nasdaq Composite recorded 168 new highs and 25 new lows.</p><p><blockquote>标普500创下73个52周新高,无新低;纳斯达克综合指数录得168个新高和25个新低。</blockquote></p><p>About 10.7 billion shares changed hands in U.S. exchanges, compared with the 10.5 billion daily average over the last 20 sessions.</p><p><blockquote>美国交易所约有107亿股易手,而过去20个交易日的日均交易量为105亿股。</blockquote></p><p><b>Here are company's financial statements:</b></p><p><blockquote><b>以下是公司的财务报表:</b></blockquote></p><p><a href=\"https://laohu8.com/NW/1184181912\" target=\"_blank\"><b>Zoom reports blowout earnings but warns of a coming slowdown</b></a></p><p><blockquote><a href=\"https://laohu8.com/NW/1184181912\" target=\"_blank\"><b>Zoom报告盈利井喷,但警告即将放缓</b></a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/business/sp-500-dips-healthcare-weighs-dow-ends-higher-2021-06-01/\">Reuters</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":{"161125":"标普500","513500":"标普500ETF","UPRO":"三倍做多标普500ETF-ProShares","SPY":"标普500ETF","IVV":"标普500ETF-iShares","SSO":"2倍做多标普500ETF-ProShares","OEX":"标普100","SH":"做空标普500-Proshares","SDS":"两倍做空标普500 ETF-ProShares","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF-ProShares"},"source_url":"https://www.reuters.com/business/sp-500-dips-healthcare-weighs-dow-ends-higher-2021-06-01/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106176005","content_text":"The S&P 500(.SPX)dipped on Tuesday, with declines in healthcare and tech shares countered by energy and financial gains, as investors weighed the latest U.S. economic data for signs of a rebound and rising inflation.The S&P 500 financial sector(.SPSY)hit a record high, while expected growth in fuel demand boosted oil prices and helped lift the energy sector(.SPNY)3.9%, its biggest one-day gain in nearly four months. The heavyweight tech sector(.SPLRCT)fell while the healthcare sector(.SPXHC)was dragged down by a weak profit forecast from Abbott Laboratories(ABT.N).Data showed U.S.manufacturing activity pickedup in May as pent-up demand in a reopening economy boosted orders. But unfinished work piled up because of shortages of raw materials and labor.\"People came back from a holiday weekend convinced that the economy is recovering nicely and that any inflation that we might be seeing in labor and other costs is temporary,\" Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia.The Dow Jones Industrial Average(.DJI)rose 45.86 points, or 0.13%, to 34,575.31; the S&P 500(.SPX)lost 2.07 points, or 0.05%, at 4,202.04; and the Nasdaq Composite(.IXIC)dropped 12.26 points, or 0.09%, to 13,736.48.Along with sharp gains for financials and energy, the small-cap Russell 2000(.RUT)rose 1.1% on Tuesday, underscoring strength for segments of the stock market expected to do particularly well in an expanding economy.While the S&P 500 remains less than 1% of its record high after four straight months of gains, investors are worried about whether rising inflation could hit equity prices.\"We have supply chain issues, delays, price increases, pricing pressures in general, we have got employers saying they have got difficulty sourcing labor,\" said Kristina Hooper, chief global market strategist at Invesco in New York.\"So this is a microcosm of what we are already hearing about and seeing in the overall economy and it's just a reminder that inflation remains a concern.\"A Wall St. sign is seen near the New York Stock Exchange (NYSE) in New York City, U.S., May 4, 2021. REUTERS/Brendan McDermid/File PhotoStock markets on Friday brushed off a surge inkey inflation readingsfor April following reassurances from Federal Reserve officials that the central bank’s ultra-loose monetary policy would remain in place.Minneapolis Federal Reserve Bank President Neel Kashkari and Fed Vice Chair for supervision Randal Quarles on Tuesday reiterated the view that higher prices would be transitory.This week's focus will be on a raft of economic data, culminating with U.S. payrolls due on Friday.Abbott Labs shares fell 9.3% after the company cut itsfull-year 2021 profit forecast, citing expectations for a sharp decline in revenue from its COVID-19 tests as more Americans get vaccinated. Shares of other test makers also fell.Cloudera Inc(CLDR.N)shares jumped 23.9% after private equity firms KKR & Co(KKR.N)and Clayton Dubilier & Rice LLCagreed to take the data analytics firm private.A group of“meme stocks” extended gainsfrom the previous week, with shares of AMC Entertainment Holdings Inc(AMC.N)up 22.7% after the movie theater chain said it sold $230 million of its stock.Advancing issues outnumbered decliners on the NYSE by a 2.54-to-1 ratio; on Nasdaq, a 1.79-to-1 ratio favored advancers.The S&P 500 posted 73 new 52-week highs and no new lows; the Nasdaq Composite recorded 168 new highs and 25 new lows.About 10.7 billion shares changed hands in U.S. exchanges, compared with the 10.5 billion daily average over the last 20 sessions.Here are company's financial statements:Zoom reports blowout earnings but warns of a coming slowdown","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"OEX":0.9,".IXIC":0.9,"SPXU":0.9,"IVV":0.9,"ESmain":0.9,"SH":0.9,"UPRO":0.9,"SPY":0.9,"SSO":0.9,"SDS":0.9,".SPX":0.9,"OEF":0.9}},"isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136555325,"gmtCreate":1622031589567,"gmtModify":1634184522784,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/136555325","repostId":"1190478093","repostType":4,"repost":{"id":"1190478093","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":1622030552,"share":"https://www.laohu8.com/m/news/1190478093?lang=zh_CN&edition=full","pubTime":"2021-05-26 20:02","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190478093","media":"Tiger Newspress","summary":"U.S. stock index futures rose on Wednesday after remarks from Federal Reserve officials helped calm ","content":"<p>U.S. stock index futures rose on Wednesday after remarks from Federal Reserve officials helped calm inflation worries, while a recent dip in bond yields supported Nasdaq futures climb for a third straight session.</p><p><blockquote>美国股指期货周三上涨,此前美联储官员的言论帮助平息了通胀担忧,而近期债券收益率下跌支撑纳斯达克期货连续第三个交易日攀升。</blockquote></p><p> At 8:05 a.m. ET, Dow E-minis were up 64 points, or 0.19%, S&P 500 E-minis were up 11.25 points, or 0.27% and Nasdaq 100 E-minis were up 56.75 points, or 0.42%.</p><p><blockquote>截至美国东部时间上午8:05,道指e-mini上涨64点,涨幅0.19%,标普500 e-mini上涨11.25点,涨幅0.27%,纳斯达克100 e-mini上涨56.75点,涨幅0.42%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e86aa2cea68c8bbfd0e520c2651ca953\" tg-width=\"913\" tg-height=\"307\"><span>*Source From Tiger Trade, EST 08:05</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源自Tiger Trade,美国东部时间08:05</span></p></blockquote></p><p> Fed vice chair Richard Clarida downplayed the effects of higher price pressures on Tuesday, voicing faith in the central bank’s ability to engineer a “soft landing” if prices continue to escalate beyond what is expected.</p><p><blockquote>美联储副主席理查德·克拉里达周二淡化了价格压力上升的影响,表示相信如果价格继续超出预期,美联储有能力实现“软着陆”。</blockquote></p><p> Fears of rising inflation have weighed on Wall Street’s main indexes this month, with most analysts expecting a jump in borrowing costs in the short term as the economy reopens.</p><p><blockquote>对通胀上升的担忧本月打压了华尔街主要股指,大多数分析师预计,随着经济重新开放,借贷成本将在短期内飙升。</blockquote></p><p> The U.S. personal consumption report, the Fed’s favorite inflation gauge, is due on Thursday.</p><p><blockquote>美联储最喜欢的通胀指标美国个人消费报告将于周四发布。</blockquote></p><p> Apple Inc, Amazon.com Inc, Microsoft Corp and Alphabet Inc added between 0.1% and 0.3% in premarket trading, helped by subdued Treasury yields.</p><p><blockquote>得益于美国国债收益率低迷,苹果、亚马逊、微软和Alphabet在盘前交易中股价上涨0.1%至0.3%。</blockquote></p><p> Cryptocurrency-related stocks including those in Riot Blockchain, Marathon Patent Group and Coinbase Global rose between 2% and 4.6% in premarket trading as bitcoin climbed back above $40,000 for the first time this week.</p><p><blockquote>随着比特币本周首次回升至40,000美元以上,包括Riot Blockchain、Marathon Patent Group和Coinbase Global在内的加密货币相关股票在盘前交易中上涨2%至4.6%。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票:</b></blockquote></p><p> <b>Dick's Sporting Goods(DKS) </b>– The sporting goods retailer earned $3.41 per share for the first quarter, more than tripling the $1.12 consensus estimate. Revenue also beat forecasts amid comparable sales that more than doubled. Dick's also gave a full-year outlook that exceeds current Wall Street consensus. Shares surged 7% in premarket action.</p><p><blockquote><b>迪克体育用品(DKS)</b>-这家体育用品零售商第一季度每股收益为3.41美元,是市场普遍预期1.12美元的三倍多。收入也超出了预期,可比销售额增长了一倍多。迪克还给出了超出华尔街目前共识的全年展望。盘前股价飙升7%。</blockquote></p><p> <b>Urban Outfitters(URBN)</b> – Urban Outfitters stock soared 10% in premarket trading after the company more than tripled a 17 cents a share consensus estimate, with quarterly profit of 54 cents per share. The apparel retailer's revenue beat forecasts as well, and comparable-store sales were up 51% as more shoppers returned to stores after being vaccinated.</p><p><blockquote><b>城市服装店(URBN)</b>-Urban Outfitters股价在盘前交易中飙升10%,此前该公司每股17美分的普遍预期增长了两倍多,季度利润为每股54美分。这家服装零售商的收入也超出了预期,随着越来越多的购物者在接种疫苗后返回商店,同店销售额增长了51%。</blockquote></p><p> <b>Nordstrom(JWN)</b> – Nordstrom lost $1.05 per share for the first quarter, wider than the 57 cents a share loss that analysts were expecting. The department store operator's revenue beat consensus estimates. Overall results were impacted by price markdowns necessary to reduce excess holiday season inventory. Nordstrom shares tumbled 7.2% in the premarket.</p><p><blockquote><b>诺德斯特龙(JWN)</b>–Nordstrom第一季度每股亏损1.05美元,高于分析师预期的每股亏损57美分。这家百货商店运营商的收入超出了普遍预期。总体业绩受到减少假期库存过剩所需的降价的影响。Nordstrom股价盘前下跌7.2%。</blockquote></p><p> <b>Capri Holdings(CPRI)</b> – The company behind brands like Michael Kors, Jimmy Choo and Versace reported quarterly earnings of 38 cents per share, well above the 2 cents a share consensus estimate. Revenue topped forecasts as well. Capri also issued a better-than-expected full-year revenue outlook, as well as a projected earnings range largely above Street projections. Capri shares rose 2.9% in premarket trading.</p><p><blockquote><b>卡普里控股(CPRI)</b>–Michael Kors、Jimmy Choo和Versace等品牌背后的公司报告季度收益为每股38美分,远高于每股2美分的普遍预期。收入也超出了预期。Capri还发布了好于预期的全年收入前景,以及大幅高于华尔街预测的预计盈利范围。Capri股价在盘前交易中上涨2.9%。</blockquote></p><p> <b>Abercrombie & Fitch(ANF)</b> – The apparel retailerearned 67 cents per sharefor the first quarter, compared to analysts' forecasts of a 38 cents per share loss. Revenue also beat estimates, helped by a jump in digital sales and higher profit margins. Abercrombie shares rallied 3.8% in the premarket.</p><p><blockquote><b>阿伯克龙比惠誉(ANF)</b>-该服装零售商第一季度每股收益67美分,而分析师预测每股亏损38美分。得益于数字销售的增长和利润率的提高,收入也超出了预期。Abercrombie股价盘前上涨3.8%。</blockquote></p><p> <b>Toll Brothers(TOL) </b>– Toll Brothers beat estimates by 21 cents a share, with quarterly earnings of $1.01 per share. The luxury home builder's revenue also exceeded Wall Street projections. Relatively low mortgage rates and a limited supply of homes for sale helped boost the company's results. Shares gained 1% in premarket trading.</p><p><blockquote><b>Toll Brothers(TOL)</b>–Toll Brothers每股收益超出预期21美分,季度收益为每股1.01美元。这家豪华住宅建筑商的收入也超出了华尔街的预测。相对较低的抵押贷款利率和有限的待售房屋供应帮助提振了该公司的业绩。股价在盘前交易中上涨1%。</blockquote></p><p> <b>Zscaler(ZS) </b>– Zscaler surged 10.6% in the premarket after it more than doubled the 7 cents a share consensus estimate, with quarterly earnings of 15 cents per share. The cybersecurity company's revenue beat estimates as well. Zscaler also issued an upbeat full-year outlook amid increased demand for cybersecurity products and services.</p><p><blockquote><b>Zscaler(ZS)</b>–Zscaler盘前飙升10.6%,季度收益为每股15美分,是普遍预期的每股7美分的两倍多。这家网络安全公司的收入也超出了预期。由于对网络安全产品和服务的需求增加,Zscaler还发布了乐观的全年展望。</blockquote></p><p> <b>Tesla(TSLA) </b>– Teslaplans to eliminate radar sensorsfor its Model 3 and Model Y automobiles, in favor of a fully camera-based system for its Autopilot feature.</p><p><blockquote><b>特斯拉(TSLA)</b>-特斯拉计划取消Model 3和Model Y汽车的雷达传感器,转而采用完全基于摄像头的系统来实现自动驾驶功能。</blockquote></p><p> <b>Huntington Bancshares(HBAN)</b> – Huntington Bancshares received approval from regulators for its planned merger with fellow regional bankTCF Financial(TCF), after the banks agreed to sell 13 Michigan branches to resolve antitrust concerns.</p><p><blockquote><b>亨廷顿银行股份公司(HBAN)</b>-Huntington Bancshares与地区银行TCF Financial(TCF)的合并计划获得了监管机构的批准,此前两家银行同意出售13家密歇根州分行以解决反垄断问题。</blockquote></p><p> <b>Royal Caribbean(RCL)</b> – Royal Caribbean received approval from the Centers for Disease Control and Prevention to begin test voyages from the Port of Miami, becoming the first cruise line to receive such approval. The CDC has said cruise lines can resume full passenger sailings if 98% of crew members and 95% of passengers are fully vaccinated. Royal Caribbean added 1.7% in premarket action.</p><p><blockquote><b>皇家加勒比(RCL)</b>-皇家加勒比获得疾病控制和预防中心的批准,从迈阿密港开始试航,成为第一家获得此类批准的邮轮公司。CDC表示,如果98%的船员和95%的乘客完全接种疫苗,邮轮公司可以恢复全面客运航行。皇家加勒比在盘前行动中上涨1.7%。</blockquote></p><p></p><p> <b>Intuit(INTU) </b>– Intuit reported quarterly profit of $6.07 per share, missing the consensus estimate of $6.47 a share. The financial management software company's revenue came in short of estimates as well. The maker of TurboTax and QuickBooks raised its full-year forecast, however, amid continued improved demand for its products and services. Its shares rose 1.4% in premarket trading.</p><p><blockquote><b>Intuit(INTU)</b>-Intuit公布季度利润为每股6.07美元,低于市场普遍预期的每股6.47美元。这家财务管理软件公司的收入也低于预期。然而,由于对其产品和服务的需求持续改善,TurboTax和QuickBooks的制造商上调了全年预测。其股价在盘前交易中上涨1.4%。</blockquote></p><p> <b>Agilent Technologies(A)</b> – Agilent reported better-than-expected profit and revenue for its latest quarter, and the life sciences company also raised its full-year forecast on what it said was broad-based growth across its business units. Agilent gained 2.8% in the premarket.</p><p><blockquote><b>安捷伦科技(A)</b>-安捷伦公布的最新季度利润和收入好于预期,这家生命科学公司还上调了全年预期,称其业务部门将实现广泛增长。安捷伦盘前上涨2.8%。</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>Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</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\">2021-05-26 20:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock index futures rose on Wednesday after remarks from Federal Reserve officials helped calm inflation worries, while a recent dip in bond yields supported Nasdaq futures climb for a third straight session.</p><p><blockquote>美国股指期货周三上涨,此前美联储官员的言论帮助平息了通胀担忧,而近期债券收益率下跌支撑纳斯达克期货连续第三个交易日攀升。</blockquote></p><p> At 8:05 a.m. ET, Dow E-minis were up 64 points, or 0.19%, S&P 500 E-minis were up 11.25 points, or 0.27% and Nasdaq 100 E-minis were up 56.75 points, or 0.42%.</p><p><blockquote>截至美国东部时间上午8:05,道指e-mini上涨64点,涨幅0.19%,标普500 e-mini上涨11.25点,涨幅0.27%,纳斯达克100 e-mini上涨56.75点,涨幅0.42%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e86aa2cea68c8bbfd0e520c2651ca953\" tg-width=\"913\" tg-height=\"307\"><span>*Source From Tiger Trade, EST 08:05</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源自Tiger Trade,美国东部时间08:05</span></p></blockquote></p><p> Fed vice chair Richard Clarida downplayed the effects of higher price pressures on Tuesday, voicing faith in the central bank’s ability to engineer a “soft landing” if prices continue to escalate beyond what is expected.</p><p><blockquote>美联储副主席理查德·克拉里达周二淡化了价格压力上升的影响,表示相信如果价格继续超出预期,美联储有能力实现“软着陆”。</blockquote></p><p> Fears of rising inflation have weighed on Wall Street’s main indexes this month, with most analysts expecting a jump in borrowing costs in the short term as the economy reopens.</p><p><blockquote>对通胀上升的担忧本月打压了华尔街主要股指,大多数分析师预计,随着经济重新开放,借贷成本将在短期内飙升。</blockquote></p><p> The U.S. personal consumption report, the Fed’s favorite inflation gauge, is due on Thursday.</p><p><blockquote>美联储最喜欢的通胀指标美国个人消费报告将于周四发布。</blockquote></p><p> Apple Inc, Amazon.com Inc, Microsoft Corp and Alphabet Inc added between 0.1% and 0.3% in premarket trading, helped by subdued Treasury yields.</p><p><blockquote>得益于美国国债收益率低迷,苹果、亚马逊、微软和Alphabet在盘前交易中股价上涨0.1%至0.3%。</blockquote></p><p> Cryptocurrency-related stocks including those in Riot Blockchain, Marathon Patent Group and Coinbase Global rose between 2% and 4.6% in premarket trading as bitcoin climbed back above $40,000 for the first time this week.</p><p><blockquote>随着比特币本周首次回升至40,000美元以上,包括Riot Blockchain、Marathon Patent Group和Coinbase Global在内的加密货币相关股票在盘前交易中上涨2%至4.6%。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票:</b></blockquote></p><p> <b>Dick's Sporting Goods(DKS) </b>– The sporting goods retailer earned $3.41 per share for the first quarter, more than tripling the $1.12 consensus estimate. Revenue also beat forecasts amid comparable sales that more than doubled. Dick's also gave a full-year outlook that exceeds current Wall Street consensus. Shares surged 7% in premarket action.</p><p><blockquote><b>迪克体育用品(DKS)</b>-这家体育用品零售商第一季度每股收益为3.41美元,是市场普遍预期1.12美元的三倍多。收入也超出了预期,可比销售额增长了一倍多。迪克还给出了超出华尔街目前共识的全年展望。盘前股价飙升7%。</blockquote></p><p> <b>Urban Outfitters(URBN)</b> – Urban Outfitters stock soared 10% in premarket trading after the company more than tripled a 17 cents a share consensus estimate, with quarterly profit of 54 cents per share. The apparel retailer's revenue beat forecasts as well, and comparable-store sales were up 51% as more shoppers returned to stores after being vaccinated.</p><p><blockquote><b>城市服装店(URBN)</b>-Urban Outfitters股价在盘前交易中飙升10%,此前该公司每股17美分的普遍预期增长了两倍多,季度利润为每股54美分。这家服装零售商的收入也超出了预期,随着越来越多的购物者在接种疫苗后返回商店,同店销售额增长了51%。</blockquote></p><p> <b>Nordstrom(JWN)</b> – Nordstrom lost $1.05 per share for the first quarter, wider than the 57 cents a share loss that analysts were expecting. The department store operator's revenue beat consensus estimates. Overall results were impacted by price markdowns necessary to reduce excess holiday season inventory. Nordstrom shares tumbled 7.2% in the premarket.</p><p><blockquote><b>诺德斯特龙(JWN)</b>–Nordstrom第一季度每股亏损1.05美元,高于分析师预期的每股亏损57美分。这家百货商店运营商的收入超出了普遍预期。总体业绩受到减少假期库存过剩所需的降价的影响。Nordstrom股价盘前下跌7.2%。</blockquote></p><p> <b>Capri Holdings(CPRI)</b> – The company behind brands like Michael Kors, Jimmy Choo and Versace reported quarterly earnings of 38 cents per share, well above the 2 cents a share consensus estimate. Revenue topped forecasts as well. Capri also issued a better-than-expected full-year revenue outlook, as well as a projected earnings range largely above Street projections. Capri shares rose 2.9% in premarket trading.</p><p><blockquote><b>卡普里控股(CPRI)</b>–Michael Kors、Jimmy Choo和Versace等品牌背后的公司报告季度收益为每股38美分,远高于每股2美分的普遍预期。收入也超出了预期。Capri还发布了好于预期的全年收入前景,以及大幅高于华尔街预测的预计盈利范围。Capri股价在盘前交易中上涨2.9%。</blockquote></p><p> <b>Abercrombie & Fitch(ANF)</b> – The apparel retailerearned 67 cents per sharefor the first quarter, compared to analysts' forecasts of a 38 cents per share loss. Revenue also beat estimates, helped by a jump in digital sales and higher profit margins. Abercrombie shares rallied 3.8% in the premarket.</p><p><blockquote><b>阿伯克龙比惠誉(ANF)</b>-该服装零售商第一季度每股收益67美分,而分析师预测每股亏损38美分。得益于数字销售的增长和利润率的提高,收入也超出了预期。Abercrombie股价盘前上涨3.8%。</blockquote></p><p> <b>Toll Brothers(TOL) </b>– Toll Brothers beat estimates by 21 cents a share, with quarterly earnings of $1.01 per share. The luxury home builder's revenue also exceeded Wall Street projections. Relatively low mortgage rates and a limited supply of homes for sale helped boost the company's results. Shares gained 1% in premarket trading.</p><p><blockquote><b>Toll Brothers(TOL)</b>–Toll Brothers每股收益超出预期21美分,季度收益为每股1.01美元。这家豪华住宅建筑商的收入也超出了华尔街的预测。相对较低的抵押贷款利率和有限的待售房屋供应帮助提振了该公司的业绩。股价在盘前交易中上涨1%。</blockquote></p><p> <b>Zscaler(ZS) </b>– Zscaler surged 10.6% in the premarket after it more than doubled the 7 cents a share consensus estimate, with quarterly earnings of 15 cents per share. The cybersecurity company's revenue beat estimates as well. Zscaler also issued an upbeat full-year outlook amid increased demand for cybersecurity products and services.</p><p><blockquote><b>Zscaler(ZS)</b>–Zscaler盘前飙升10.6%,季度收益为每股15美分,是普遍预期的每股7美分的两倍多。这家网络安全公司的收入也超出了预期。由于对网络安全产品和服务的需求增加,Zscaler还发布了乐观的全年展望。</blockquote></p><p> <b>Tesla(TSLA) </b>– Teslaplans to eliminate radar sensorsfor its Model 3 and Model Y automobiles, in favor of a fully camera-based system for its Autopilot feature.</p><p><blockquote><b>特斯拉(TSLA)</b>-特斯拉计划取消Model 3和Model Y汽车的雷达传感器,转而采用完全基于摄像头的系统来实现自动驾驶功能。</blockquote></p><p> <b>Huntington Bancshares(HBAN)</b> – Huntington Bancshares received approval from regulators for its planned merger with fellow regional bankTCF Financial(TCF), after the banks agreed to sell 13 Michigan branches to resolve antitrust concerns.</p><p><blockquote><b>亨廷顿银行股份公司(HBAN)</b>-Huntington Bancshares与地区银行TCF Financial(TCF)的合并计划获得了监管机构的批准,此前两家银行同意出售13家密歇根州分行以解决反垄断问题。</blockquote></p><p> <b>Royal Caribbean(RCL)</b> – Royal Caribbean received approval from the Centers for Disease Control and Prevention to begin test voyages from the Port of Miami, becoming the first cruise line to receive such approval. The CDC has said cruise lines can resume full passenger sailings if 98% of crew members and 95% of passengers are fully vaccinated. Royal Caribbean added 1.7% in premarket action.</p><p><blockquote><b>皇家加勒比(RCL)</b>-皇家加勒比获得疾病控制和预防中心的批准,从迈阿密港开始试航,成为第一家获得此类批准的邮轮公司。CDC表示,如果98%的船员和95%的乘客完全接种疫苗,邮轮公司可以恢复全面客运航行。皇家加勒比在盘前行动中上涨1.7%。</blockquote></p><p></p><p> <b>Intuit(INTU) </b>– Intuit reported quarterly profit of $6.07 per share, missing the consensus estimate of $6.47 a share. The financial management software company's revenue came in short of estimates as well. The maker of TurboTax and QuickBooks raised its full-year forecast, however, amid continued improved demand for its products and services. Its shares rose 1.4% in premarket trading.</p><p><blockquote><b>Intuit(INTU)</b>-Intuit公布季度利润为每股6.07美元,低于市场普遍预期的每股6.47美元。这家财务管理软件公司的收入也低于预期。然而,由于对其产品和服务的需求持续改善,TurboTax和QuickBooks的制造商上调了全年预测。其股价在盘前交易中上涨1.4%。</blockquote></p><p> <b>Agilent Technologies(A)</b> – Agilent reported better-than-expected profit and revenue for its latest quarter, and the life sciences company also raised its full-year forecast on what it said was broad-based growth across its business units. Agilent gained 2.8% in the premarket.</p><p><blockquote><b>安捷伦科技(A)</b>-安捷伦公布的最新季度利润和收入好于预期,这家生命科学公司还上调了全年预期,称其业务部门将实现广泛增长。安捷伦盘前上涨2.8%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190478093","content_text":"U.S. stock index futures rose on Wednesday after remarks from Federal Reserve officials helped calm inflation worries, while a recent dip in bond yields supported Nasdaq futures climb for a third straight session.\nAt 8:05 a.m. ET, Dow E-minis were up 64 points, or 0.19%, S&P 500 E-minis were up 11.25 points, or 0.27% and Nasdaq 100 E-minis were up 56.75 points, or 0.42%.\n*Source From Tiger Trade, EST 08:05\nFed vice chair Richard Clarida downplayed the effects of higher price pressures on Tuesday, voicing faith in the central bank’s ability to engineer a “soft landing” if prices continue to escalate beyond what is expected.\nFears of rising inflation have weighed on Wall Street’s main indexes this month, with most analysts expecting a jump in borrowing costs in the short term as the economy reopens.\nThe U.S. personal consumption report, the Fed’s favorite inflation gauge, is due on Thursday.\nApple Inc, Amazon.com Inc, Microsoft Corp and Alphabet Inc added between 0.1% and 0.3% in premarket trading, helped by subdued Treasury yields.\nCryptocurrency-related stocks including those in Riot Blockchain, Marathon Patent Group and Coinbase Global rose between 2% and 4.6% in premarket trading as bitcoin climbed back above $40,000 for the first time this week.\nStocks making the biggest moves in the premarket:\nDick's Sporting Goods(DKS) – The sporting goods retailer earned $3.41 per share for the first quarter, more than tripling the $1.12 consensus estimate. Revenue also beat forecasts amid comparable sales that more than doubled. Dick's also gave a full-year outlook that exceeds current Wall Street consensus. Shares surged 7% in premarket action.\nUrban Outfitters(URBN) – Urban Outfitters stock soared 10% in premarket trading after the company more than tripled a 17 cents a share consensus estimate, with quarterly profit of 54 cents per share. The apparel retailer's revenue beat forecasts as well, and comparable-store sales were up 51% as more shoppers returned to stores after being vaccinated.\nNordstrom(JWN) – Nordstrom lost $1.05 per share for the first quarter, wider than the 57 cents a share loss that analysts were expecting. The department store operator's revenue beat consensus estimates. Overall results were impacted by price markdowns necessary to reduce excess holiday season inventory. Nordstrom shares tumbled 7.2% in the premarket.\nCapri Holdings(CPRI) – The company behind brands like Michael Kors, Jimmy Choo and Versace reported quarterly earnings of 38 cents per share, well above the 2 cents a share consensus estimate. Revenue topped forecasts as well. Capri also issued a better-than-expected full-year revenue outlook, as well as a projected earnings range largely above Street projections. Capri shares rose 2.9% in premarket trading.\nAbercrombie & Fitch(ANF) – The apparel retailerearned 67 cents per sharefor the first quarter, compared to analysts' forecasts of a 38 cents per share loss. Revenue also beat estimates, helped by a jump in digital sales and higher profit margins. Abercrombie shares rallied 3.8% in the premarket.\nToll Brothers(TOL) – Toll Brothers beat estimates by 21 cents a share, with quarterly earnings of $1.01 per share. The luxury home builder's revenue also exceeded Wall Street projections. Relatively low mortgage rates and a limited supply of homes for sale helped boost the company's results. Shares gained 1% in premarket trading.\nZscaler(ZS) – Zscaler surged 10.6% in the premarket after it more than doubled the 7 cents a share consensus estimate, with quarterly earnings of 15 cents per share. The cybersecurity company's revenue beat estimates as well. Zscaler also issued an upbeat full-year outlook amid increased demand for cybersecurity products and services.\nTesla(TSLA) – Teslaplans to eliminate radar sensorsfor its Model 3 and Model Y automobiles, in favor of a fully camera-based system for its Autopilot feature.\nHuntington Bancshares(HBAN) – Huntington Bancshares received approval from regulators for its planned merger with fellow regional bankTCF Financial(TCF), after the banks agreed to sell 13 Michigan branches to resolve antitrust concerns.\nRoyal Caribbean(RCL) – Royal Caribbean received approval from the Centers for Disease Control and Prevention to begin test voyages from the Port of Miami, becoming the first cruise line to receive such approval. The CDC has said cruise lines can resume full passenger sailings if 98% of crew members and 95% of passengers are fully vaccinated. Royal Caribbean added 1.7% in premarket action.\nIntuit(INTU) – Intuit reported quarterly profit of $6.07 per share, missing the consensus estimate of $6.47 a share. The financial management software company's revenue came in short of estimates as well. The maker of TurboTax and QuickBooks raised its full-year forecast, however, amid continued improved demand for its products and services. Its shares rose 1.4% in premarket trading.\nAgilent Technologies(A) – Agilent reported better-than-expected profit and revenue for its latest quarter, and the life sciences company also raised its full-year forecast on what it said was broad-based growth across its business units. Agilent gained 2.8% in the premarket.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602245647,"gmtCreate":1639034058066,"gmtModify":1639034231642,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/602245647","repostId":"2190169579","repostType":4,"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846682008,"gmtCreate":1636078001773,"gmtModify":1636079493810,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/846682008","repostId":"1128227989","repostType":4,"repost":{"id":"1128227989","kind":"news","pubTimestamp":1636067303,"share":"https://www.laohu8.com/m/news/1128227989?lang=zh_CN&edition=full","pubTime":"2021-11-05 07:08","market":"us","language":"en","title":"S&P 500, Nasdaq extend record streaks, with boost from chip, growth shares<blockquote>在芯片和成长股的推动下,标普500和纳斯达克延续了创纪录的连胜纪录</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128227989","media":"Reuters","summary":" - The S&P 500 and Nasdaq rose on Thursday, extending their streaks of record high closes to six sessions, as chipmaker stocks surged following Qualcomm’s strong financial forecast and investors digested the Federal Reserve’s decision to start reducing its monthly bond purchases.The Dow Jones Industrial Average posted a slim loss, ending its streak of record closes at four. Declines in shares of banks JPMorgan Chase & Co and Goldman Sachs Group weighed on the blue-chip index.Financials dropped 1","content":"<p>(Reuters) - The S&P 500 and Nasdaq rose on Thursday, extending their streaks of record high closes to six sessions, as chipmaker stocks surged following Qualcomm’s strong financial forecast and investors digested the Federal Reserve’s decision to start reducing its monthly bond purchases.</p><p><blockquote>(路透社)-标普500和纳斯达克周四上涨,将收盘纪录高位连涨至六个交易日,因高通强劲的财务预测以及投资者消化了美联储开始减少月度债券购买的决定后,芯片制造商股市飙升。</blockquote></p><p> The Dow Jones Industrial Average posted a slim loss, ending its streak of record closes at four. Declines in shares of banks JPMorgan Chase & Co and Goldman Sachs Group weighed on the blue-chip index.</p><p><blockquote>道琼斯工业平均指数小幅下跌,结束了四点收盘的纪录。摩根大通和高盛集团银行股的下跌打压了蓝筹股指数。</blockquote></p><p> Financials dropped 1.3%, most among S&P 500 sectors, as U.S. Treasury yields fell, with the market unwinding expectations of quicker Fed rate hikes a day after the central bank signaled it was in no hurry to do so.</p><p><blockquote>金融股下跌1.3%,其中大部分是标普500板块,因美国国债收益率下跌,在美联储表示不急于加息的第二天,市场解除了对美联储更快加息的预期。</blockquote></p><p> “The growth side of the market is seeing more positive results today as they are benefiting from the falling yields that are developing,” said Matthew Miskin, co-chief investment strategist at John Hancock Investment Management.</p><p><blockquote>John Hancock Investment Management联席首席投资策略师马修·米斯金(Matthew Miskin)表示:“市场的增长方今天看到了更积极的结果,因为它们受益于收益率的下降。”</blockquote></p><p> “The market had been positioning for higher yields in general given the Fed announcement of tapering. As we walked in today, there has been a reversal in that.”</p><p><blockquote>“鉴于美联储宣布缩减规模,市场总体上一直在为更高的收益率做准备。当我们今天走进来时,这种情况已经发生了逆转。”</blockquote></p><p> The Dow Jones Industrial Average fell 33.35 points, or 0.09%, to 36,124.23, the S&P 500 gained 19.49 points, or 0.42%, to 4,680.06 and the Nasdaq Composite added 128.72 points, or 0.81%, to 15,940.31.</p><p><blockquote>道琼斯工业平均指数下跌33.35点,跌幅0.09%,至36,124.23点;标普500上涨19.49点,跌幅0.42%,至4,680.06点;纳斯达克综合指数上涨128.72点,跌幅0.81%,至15,940.31点。</blockquote></p><p> The S&P 500 growth index rose 1.2% while the S&P 500 value index fell 0.5%.</p><p><blockquote>标普500增长指数上涨1.2%,标普500价值指数下跌0.5%。</blockquote></p><p> Among S&P 500 sectors, tech and consumer discretionary led the way, both rising about 1.5%.</p><p><blockquote>标普500板块中,科技和非必需消费品领涨,均上涨约1.5%。</blockquote></p><p> Qualcomm shares jumped 12.7% as the company forecast better-than-expected profits and revenue for its current quarter on soaring demand for chips used in phones, cars and other internet-connected devices.</p><p><blockquote>高通股价上涨12.7%,该公司预测本季度利润和收入好于预期,原因是手机、汽车和其他互联网连接设备所用芯片的需求飙升。</blockquote></p><p> The Philadelphia SE Semiconductor index climbed 3.5%, with Nvidia soaring 12%.</p><p><blockquote>费城SE半导体指数上涨3.5%,英伟达飙升12%。</blockquote></p><p> Better-than-expected third-quarter earnings have helped lift sentiment for equities. With about 420 companies having reported, S&P 500 earnings are expected to have climbed 41.2% in the third quarter from a year earlier, according to Refinitiv IBES.</p><p><blockquote>好于预期的第三季度收益有助于提振股市情绪。根据Refinitiv IBES的数据,约有420家公司发布了财报,预计标普500第三季度盈利将同比增长41.2%。</blockquote></p><p> “The corporate earnings story remains quite bright,” said Craig Fehr, investment strategist at Edward Jones.</p><p><blockquote>爱德华·琼斯投资策略师克雷格·费尔表示:“企业盈利情况仍然相当光明。”</blockquote></p><p> “The market is rewarding companies that are beating and upping their outlook, and the market is punishing companies that are missing their estimates in the quarter and more importantly, perhaps, signaling a more sour outlook.”</p><p><blockquote>“市场正在奖励那些超出预期并上调前景的公司,而市场正在惩罚那些本季度未达到预期的公司,也许更重要的是,这预示着前景更加糟糕。”</blockquote></p><p> Moderna shares tumbled about 18% as the company slashed the 2021 sales forecast for its COVID-19 vaccine by as much as $5 billion, grappling to fill vials and distribute them to meet unprecedented world demand. Moderna shares weighed on the S&P 500 healthcare sector, which fell 0.8%.</p><p><blockquote>Moderna股价暴跌约18%,该公司将其COVID-19疫苗2021年的销售预测削减了多达50亿美元,并努力灌装和分销小瓶,以满足前所未有的全球需求。Moderna股价拖累标普500医疗保健板块,该板块下跌0.8%。</blockquote></p><p> Data showed the number of Americans filing new claims for unemployment benefits fell to the lowest level in nearly 20 months last week, suggesting the economy was regaining momentum. Investors will get a critical view of the economy with the monthly jobs report on Friday.</p><p><blockquote>数据显示,上周美国新申请失业救济人数降至近20个月来的最低水平,表明经济正在恢复动力。投资者将从周五的月度就业报告中获得对经济的批判性看法。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.24-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.12比1;在纳斯达克,1.24比1的比率有利于下跌股。</blockquote></p><p> The S&P 500 posted 75 new 52-week highs and five new lows; the Nasdaq Composite recorded 224 new highs and 38 new lows.</p><p><blockquote>标普500创下75个52周新高和5个新低;纳斯达克综合指数录得224个新高和38个新低。</blockquote></p><p> About 11.3 billion shares changed hands in U.S. exchanges, above the 10.4 billion daily average over the last 20 sessions.</p><p><blockquote>美国交易所约有113亿股易手,高于过去20个交易日104亿股的日均水平。</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>S&P 500, Nasdaq extend record streaks, with boost from chip, growth shares<blockquote>在芯片和成长股的推动下,标普500和纳斯达克延续了创纪录的连胜纪录</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\">\nS&P 500, Nasdaq extend record streaks, with boost from chip, growth shares<blockquote>在芯片和成长股的推动下,标普500和纳斯达克延续了创纪录的连胜纪录</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-05 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - The S&P 500 and Nasdaq rose on Thursday, extending their streaks of record high closes to six sessions, as chipmaker stocks surged following Qualcomm’s strong financial forecast and investors digested the Federal Reserve’s decision to start reducing its monthly bond purchases.</p><p><blockquote>(路透社)-标普500和纳斯达克周四上涨,将收盘纪录高位连涨至六个交易日,因高通强劲的财务预测以及投资者消化了美联储开始减少月度债券购买的决定后,芯片制造商股市飙升。</blockquote></p><p> The Dow Jones Industrial Average posted a slim loss, ending its streak of record closes at four. Declines in shares of banks JPMorgan Chase & Co and Goldman Sachs Group weighed on the blue-chip index.</p><p><blockquote>道琼斯工业平均指数小幅下跌,结束了四点收盘的纪录。摩根大通和高盛集团银行股的下跌打压了蓝筹股指数。</blockquote></p><p> Financials dropped 1.3%, most among S&P 500 sectors, as U.S. Treasury yields fell, with the market unwinding expectations of quicker Fed rate hikes a day after the central bank signaled it was in no hurry to do so.</p><p><blockquote>金融股下跌1.3%,其中大部分是标普500板块,因美国国债收益率下跌,在美联储表示不急于加息的第二天,市场解除了对美联储更快加息的预期。</blockquote></p><p> “The growth side of the market is seeing more positive results today as they are benefiting from the falling yields that are developing,” said Matthew Miskin, co-chief investment strategist at John Hancock Investment Management.</p><p><blockquote>John Hancock Investment Management联席首席投资策略师马修·米斯金(Matthew Miskin)表示:“市场的增长方今天看到了更积极的结果,因为它们受益于收益率的下降。”</blockquote></p><p> “The market had been positioning for higher yields in general given the Fed announcement of tapering. As we walked in today, there has been a reversal in that.”</p><p><blockquote>“鉴于美联储宣布缩减规模,市场总体上一直在为更高的收益率做准备。当我们今天走进来时,这种情况已经发生了逆转。”</blockquote></p><p> The Dow Jones Industrial Average fell 33.35 points, or 0.09%, to 36,124.23, the S&P 500 gained 19.49 points, or 0.42%, to 4,680.06 and the Nasdaq Composite added 128.72 points, or 0.81%, to 15,940.31.</p><p><blockquote>道琼斯工业平均指数下跌33.35点,跌幅0.09%,至36,124.23点;标普500上涨19.49点,跌幅0.42%,至4,680.06点;纳斯达克综合指数上涨128.72点,跌幅0.81%,至15,940.31点。</blockquote></p><p> The S&P 500 growth index rose 1.2% while the S&P 500 value index fell 0.5%.</p><p><blockquote>标普500增长指数上涨1.2%,标普500价值指数下跌0.5%。</blockquote></p><p> Among S&P 500 sectors, tech and consumer discretionary led the way, both rising about 1.5%.</p><p><blockquote>标普500板块中,科技和非必需消费品领涨,均上涨约1.5%。</blockquote></p><p> Qualcomm shares jumped 12.7% as the company forecast better-than-expected profits and revenue for its current quarter on soaring demand for chips used in phones, cars and other internet-connected devices.</p><p><blockquote>高通股价上涨12.7%,该公司预测本季度利润和收入好于预期,原因是手机、汽车和其他互联网连接设备所用芯片的需求飙升。</blockquote></p><p> The Philadelphia SE Semiconductor index climbed 3.5%, with Nvidia soaring 12%.</p><p><blockquote>费城SE半导体指数上涨3.5%,英伟达飙升12%。</blockquote></p><p> Better-than-expected third-quarter earnings have helped lift sentiment for equities. With about 420 companies having reported, S&P 500 earnings are expected to have climbed 41.2% in the third quarter from a year earlier, according to Refinitiv IBES.</p><p><blockquote>好于预期的第三季度收益有助于提振股市情绪。根据Refinitiv IBES的数据,约有420家公司发布了财报,预计标普500第三季度盈利将同比增长41.2%。</blockquote></p><p> “The corporate earnings story remains quite bright,” said Craig Fehr, investment strategist at Edward Jones.</p><p><blockquote>爱德华·琼斯投资策略师克雷格·费尔表示:“企业盈利情况仍然相当光明。”</blockquote></p><p> “The market is rewarding companies that are beating and upping their outlook, and the market is punishing companies that are missing their estimates in the quarter and more importantly, perhaps, signaling a more sour outlook.”</p><p><blockquote>“市场正在奖励那些超出预期并上调前景的公司,而市场正在惩罚那些本季度未达到预期的公司,也许更重要的是,这预示着前景更加糟糕。”</blockquote></p><p> Moderna shares tumbled about 18% as the company slashed the 2021 sales forecast for its COVID-19 vaccine by as much as $5 billion, grappling to fill vials and distribute them to meet unprecedented world demand. Moderna shares weighed on the S&P 500 healthcare sector, which fell 0.8%.</p><p><blockquote>Moderna股价暴跌约18%,该公司将其COVID-19疫苗2021年的销售预测削减了多达50亿美元,并努力灌装和分销小瓶,以满足前所未有的全球需求。Moderna股价拖累标普500医疗保健板块,该板块下跌0.8%。</blockquote></p><p> Data showed the number of Americans filing new claims for unemployment benefits fell to the lowest level in nearly 20 months last week, suggesting the economy was regaining momentum. Investors will get a critical view of the economy with the monthly jobs report on Friday.</p><p><blockquote>数据显示,上周美国新申请失业救济人数降至近20个月来的最低水平,表明经济正在恢复动力。投资者将从周五的月度就业报告中获得对经济的批判性看法。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.24-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.12比1;在纳斯达克,1.24比1的比率有利于下跌股。</blockquote></p><p> The S&P 500 posted 75 new 52-week highs and five new lows; the Nasdaq Composite recorded 224 new highs and 38 new lows.</p><p><blockquote>标普500创下75个52周新高和5个新低;纳斯达克综合指数录得224个新高和38个新低。</blockquote></p><p> About 11.3 billion shares changed hands in U.S. exchanges, above the 10.4 billion daily average over the last 20 sessions.</p><p><blockquote>美国交易所约有113亿股易手,高于过去20个交易日104亿股的日均水平。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-nasdaq-extend-record-streaks-with-boost-from-chip-growth-shares-idUSL1N2RV2T0\">Reuters</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":{"161125":"标普500","513500":"标普500ETF","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","OEX":"标普100","IVV":"标普500ETF-iShares",".DJI":"道琼斯","SSO":"2倍做多标普500ETF-ProShares",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","SH":"做空标普500-Proshares",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-nasdaq-extend-record-streaks-with-boost-from-chip-growth-shares-idUSL1N2RV2T0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128227989","content_text":"(Reuters) - The S&P 500 and Nasdaq rose on Thursday, extending their streaks of record high closes to six sessions, as chipmaker stocks surged following Qualcomm’s strong financial forecast and investors digested the Federal Reserve’s decision to start reducing its monthly bond purchases.\nThe Dow Jones Industrial Average posted a slim loss, ending its streak of record closes at four. Declines in shares of banks JPMorgan Chase & Co and Goldman Sachs Group weighed on the blue-chip index.\nFinancials dropped 1.3%, most among S&P 500 sectors, as U.S. Treasury yields fell, with the market unwinding expectations of quicker Fed rate hikes a day after the central bank signaled it was in no hurry to do so.\n“The growth side of the market is seeing more positive results today as they are benefiting from the falling yields that are developing,” said Matthew Miskin, co-chief investment strategist at John Hancock Investment Management.\n“The market had been positioning for higher yields in general given the Fed announcement of tapering. As we walked in today, there has been a reversal in that.”\nThe Dow Jones Industrial Average fell 33.35 points, or 0.09%, to 36,124.23, the S&P 500 gained 19.49 points, or 0.42%, to 4,680.06 and the Nasdaq Composite added 128.72 points, or 0.81%, to 15,940.31.\nThe S&P 500 growth index rose 1.2% while the S&P 500 value index fell 0.5%.\nAmong S&P 500 sectors, tech and consumer discretionary led the way, both rising about 1.5%.\nQualcomm shares jumped 12.7% as the company forecast better-than-expected profits and revenue for its current quarter on soaring demand for chips used in phones, cars and other internet-connected devices.\nThe Philadelphia SE Semiconductor index climbed 3.5%, with Nvidia soaring 12%.\nBetter-than-expected third-quarter earnings have helped lift sentiment for equities. With about 420 companies having reported, S&P 500 earnings are expected to have climbed 41.2% in the third quarter from a year earlier, according to Refinitiv IBES.\n“The corporate earnings story remains quite bright,” said Craig Fehr, investment strategist at Edward Jones.\n“The market is rewarding companies that are beating and upping their outlook, and the market is punishing companies that are missing their estimates in the quarter and more importantly, perhaps, signaling a more sour outlook.”\nModerna shares tumbled about 18% as the company slashed the 2021 sales forecast for its COVID-19 vaccine by as much as $5 billion, grappling to fill vials and distribute them to meet unprecedented world demand. Moderna shares weighed on the S&P 500 healthcare sector, which fell 0.8%.\nData showed the number of Americans filing new claims for unemployment benefits fell to the lowest level in nearly 20 months last week, suggesting the economy was regaining momentum. Investors will get a critical view of the economy with the monthly jobs report on Friday.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.24-to-1 ratio favored decliners.\nThe S&P 500 posted 75 new 52-week highs and five new lows; the Nasdaq Composite recorded 224 new highs and 38 new lows.\nAbout 11.3 billion shares changed hands in U.S. exchanges, above the 10.4 billion daily average over the last 20 sessions.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,".DJI":0.9,"UPRO":0.9,"IVV":0.9,"SPXU":0.9,"OEF":0.9,"OEX":0.9,"ESmain":0.9,"SSO":0.9,".SPX":0.9,"SDS":0.9,"SH":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836730357,"gmtCreate":1629521044779,"gmtModify":1633684258882,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/836730357","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中,芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%,而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入?或者这个历史上周期性的行业是否会故技重施,进入持续下跌趋势,让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表,但如果您喜欢持有多年股票而不是租用几天,那么该集团是值得买入的。主要原因:“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然,这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化,现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险,那你就是个傻瓜。我去看看那些。但首先,以下是该组织现在“更安全”的三个主要原因,以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示:“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑,然后是服务器,然后是电话。”但他表示,现在整个经济对芯片的需求已经扩大,因此长期增长情况更容易预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”,从各个角度来看,终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出,在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示:“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测,到2030年,芯片行业的收入将从2020年的4650亿美元翻一番,达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”,他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点,<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下,从设计到各种类型的设备生产商再到制造,行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p><p><blockquote>在芯片设计软件中,有Cadence Design Systems和Synopsys。在生产设备方面,公司在极紫外光刻(EUV)领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示,整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为,加上成本削减,意味着现在的盈利能力远高于历史水平。“过去几年,芯片制造的经济性有了很大改善,”温伯恩说。现金流或EBITDA利润率现在通常超过30%,而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&Co.的投资组合经理Lamar Villere指出,尽管芯片股的交易价格约为市场倍数,但它们看起来很便宜,因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度(见下文),但他特别指出了两家公司,它们的业绩可能会因为在新管理层的领导下而得到提振:高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击,例如德克萨斯州的恶劣天气导致生产中断,但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia,该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计,当像高通和英伟达这样的公司想要设计芯片时,他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说,他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图,他挑出了这些名字。“他们不是世界上最快的种植者,但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上,台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上,这一过程被称为极紫外光刻。“没有人知道如何做到这一点,”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说,它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品,这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示,希望到2025年生产70%的芯片,高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是,有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买,导致未来的平静,这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来,像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计,这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出,使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流,但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数(PMI)在4月份达到顶峰,然后连续三个月减速。与此同时,芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出,通常情况下,两者遵循相同的趋势。他将这种差异归因于库存建设,而库存建设的可持续性不如真实的终端市场需求。因此,他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器(DRAM)芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情,”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺,而不是表明短缺并不真实(只是库存增加)。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示:“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如,福特刚刚宣布,由于芯片短缺,而不是潜在需求短缺,它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测,由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素,良好的经济增长是可持续的。如果他是对的,持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中,芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%,而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入?或者这个历史上周期性的行业是否会故技重施,进入持续下跌趋势,让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表,但如果您喜欢持有多年股票而不是租用几天,那么该集团是值得买入的。主要原因:“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然,这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化,现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险,那你就是个傻瓜。我去看看那些。但首先,以下是该组织现在“更安全”的三个主要原因,以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示:“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑,然后是服务器,然后是电话。”但他表示,现在整个经济对芯片的需求已经扩大,因此长期增长情况更容易预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”,从各个角度来看,终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出,在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示:“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测,到2030年,芯片行业的收入将从2020年的4650亿美元翻一番,达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”,他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点,<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下,从设计到各种类型的设备生产商再到制造,行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p><p><blockquote>在芯片设计软件中,有Cadence Design Systems和Synopsys。在生产设备方面,公司在极紫外光刻(EUV)领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示,整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为,加上成本削减,意味着现在的盈利能力远高于历史水平。“过去几年,芯片制造的经济性有了很大改善,”温伯恩说。现金流或EBITDA利润率现在通常超过30%,而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&Co.的投资组合经理Lamar Villere指出,尽管芯片股的交易价格约为市场倍数,但它们看起来很便宜,因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度(见下文),但他特别指出了两家公司,它们的业绩可能会因为在新管理层的领导下而得到提振:高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击,例如德克萨斯州的恶劣天气导致生产中断,但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia,该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计,当像高通和英伟达这样的公司想要设计芯片时,他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说,他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图,他挑出了这些名字。“他们不是世界上最快的种植者,但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上,台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上,这一过程被称为极紫外光刻。“没有人知道如何做到这一点,”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说,它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品,这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示,希望到2025年生产70%的芯片,高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是,有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买,导致未来的平静,这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来,像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计,这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出,使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流,但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数(PMI)在4月份达到顶峰,然后连续三个月减速。与此同时,芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出,通常情况下,两者遵循相同的趋势。他将这种差异归因于库存建设,而库存建设的可持续性不如真实的终端市场需求。因此,他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器(DRAM)芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情,”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺,而不是表明短缺并不真实(只是库存增加)。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示:“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如,福特刚刚宣布,由于芯片短缺,而不是潜在需求短缺,它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测,由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素,良好的经济增长是可持续的。如果他是对的,持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOXX":"iShares费城交易所半导体ETF","GOOGL":"谷歌A","TSM":"台积电","QCOM":"高通","SNPS":"新思科技","GOOG":"谷歌","AMZN":"亚马逊","AAPL":"苹果","NVDA":"英伟达","SSNLF":"三星电子","ASML":"阿斯麦","CDNS":"铿腾电子","ON":"安森美半导体"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"CDNS":0.9,"GOOG":0.9,"ON":0.9,"QCOM":0.9,"SNPS":0.9,"AMZN":0.9,"AAPL":0.9,"NVDA":0.9,"TSM":0.9,"SSNLF":0.9,"SOXX":0.9,"GOOGL":0.9,"ASML":0.9}},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172161908,"gmtCreate":1626944717304,"gmtModify":1633769509341,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/172161908","repostId":"2153477496","repostType":4,"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}