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2022-01-26

$Fulcrum Therapeutics(FULC)$[Cry]

2022-01-26

$KE Holdings Inc.(BEKE)$[Sly]

2022-01-26

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@Buy_Sell:🚀【1月20日】纳指跌入回调区间！新能源汽车股集体下挫，今天买点啥

2022-01-26

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@美股研习社:美股掘金 | 议员股神佩洛西的财富密码

2022-01-26

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@OptionPlus:年度捡钱机会来了！最适合ATVI的期权操作！

2022-01-24

$Lucid Group Inc(LCID)$ buy?

2022-01-24

$Bilibili Inc.(BILI)$wait until when

2022-01-23

$AMC Entertainment(AMC)$[Glance]

2022-01-23

$Rekor Systems Inc(REKR)$[Cry] [Facepalm]

2022-01-22

$Rekor Systems Inc(REKR)$whyyyyy

2022-01-22

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@猛虎财经:Sea无惧腾讯减持，三大因素将继续推动其高歌猛进

2022-01-22

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@万物新生爱回收:法媒：中国正兴起二手消费浪潮，市场规模估值达到1580亿欧元

2022-01-22

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@话题虎:“女巴菲特”彻底栽了，木头姐一年回撤40%！仍然再加仓！

2022-01-21

$Tiger Brokers(TIGR)$[Facepalm]

2022-01-21

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@唯物主义:盘前异动股结构解析

2022-01-21

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@期权小班长:行情持续看涨，继续捡硬币策略。

2022-01-21

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@荒野侦探:起飞，达美！押注航空股？

2022-01-20

$Alibaba(BABA)$ pre up

2022-01-20

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@荒野侦探:起飞，达美！押注航空股？

2022-01-20

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@万物新生爱回收:法媒：中国正兴起二手消费浪潮，市场规模估值达到1580亿欧元

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href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超2%； 新能源汽车股走低，<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌超2%； 地产股多数上涨，<a target=\"_blank\" href=\"https://laohu8.com/S/03383\">$雅居乐集团(03383)$</a> 涨7.5%，碧桂园服务、融创中国涨近7%； <a target=\"_blank\" href=\"https://laohu8.com/S/03883\">$中国奥园(03883)$</a> 跌5.7%，此前官宣“违约”，将不支付2022年1月到期票据剩余本息； <a target=\"_blank\" href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$</a> 跌5%，预计2021年净利润同比减少约12","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 1月20日，香港恒生指数开盘上涨135.3点，涨幅0.56%，报24263.15点；国企指数开盘上涨63.69点，涨幅0.75%，报8505.38点；红筹指数开盘上涨25.04点，涨幅0.6%，报4178.41点。 恒生科技指数开涨0.88%，科技股多数上扬，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超2%； 新能源汽车股走低，<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌超2%； 地产股多数上涨，<a target=\"_blank\" href=\"https://laohu8.com/S/03383\">$雅居乐集团(03383)$</a> 涨7.5%，碧桂园服务、融创中国涨近7%； <a target=\"_blank\" href=\"https://laohu8.com/S/03883\">$中国奥园(03883)$</a> 跌5.7%，此前官宣“违约”，将不支付2022年1月到期票据剩余本息； <a target=\"_blank\" href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$</a> 跌5%，预计2021年净利润同比减少约12","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 1月20日，香港恒生指数开盘上涨135.3点，涨幅0.56%，报24263.15点；国企指数开盘上涨63.69点，涨幅0.75%，报8505.38点；红筹指数开盘上涨25.04点，涨幅0.6%，报4178.41点。 恒生科技指数开涨0.88%，科技股多数上扬，$网易-S(09999)$ 涨超3%，$百度集团-SW(09888)$ 涨超2%； 新能源汽车股走低，$小鹏汽车-W(09868)$ 跌超3%，$理想汽车-W(02015)$ 跌超2%； 地产股多数上涨，$雅居乐集团(03383)$ 涨7.5%，碧桂园服务、融创中国涨近7%； $中国奥园(03883)$ 跌5.7%，此前官宣“违约”，将不支付2022年1月到期票据剩余本息； $瑞声科技(02018)$ 跌5%，预计2021年净利润同比减少约12","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630048732","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639375519,"gmtCreate":1643185274529,"gmtModify":1643185274644,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580292313126530","idStr":"3580292313126530"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639375519","repostId":"697815514","repostType":1,"repost":{"id":697815514,"gmtCreate":1642400304357,"gmtModify":1642423724583,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092209177497620","idStr":"4092209177497620"},"themes":[],"title":"美股掘金 | 议员股神佩洛西的财富密码","htmlText":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in lin","listText":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in lin","text":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in lin","images":[{"img":"https://static.tigerbbs.com/e80e51e3ba1c44d347259ffdcf9a90c6","width":"589","height":"297"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697815514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639375264,"gmtCreate":1643185267677,"gmtModify":1643185267801,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580292313126530","idStr":"3580292313126530"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639375264","repostId":"697422155","repostType":1,"repost":{"id":697422155,"gmtCreate":1642567058619,"gmtModify":1642589799449,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"年度捡钱机会来了！最适合ATVI的期权操作！","htmlText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16425609441647&quot;}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","listText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a 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href=\"https://laohu8.com/S/REKR\">$Rekor Systems Inc(REKR)$</a>[Cry]&nbsp;[Facepalm]&nbsp;","listText":"<a href=\"https://laohu8.com/S/REKR\">$Rekor Systems Inc(REKR)$</a>[Cry]&nbsp;[Facepalm]&nbsp;","text":"$Rekor Systems Inc(REKR)$[Cry] [Facepalm]","images":[{"img":"https://static.tigerbbs.com/9d361d47b871fa36fb067d6e60b39314","width":"1080","height":"3393"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630255334","isVote":1,"tweetType":1,"viewCount":3150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630654015,"gmtCreate":1642837871249,"gmtModify":1642837871361,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580292313126530","idStr":"3580292313126530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/REKR\">$Rekor Systems Inc(REKR)$</a>whyyyyy","listText":"<a href=\"https://laohu8.com/S/REKR\">$Rekor Systems Inc(REKR)$</a>whyyyyy","text":"$Rekor Systems Inc(REKR)$whyyyyy","images":[{"img":"https://static.tigerbbs.com/fb9e7fd41ad0380548d289dabf49ce07","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630654015","isVote":1,"tweetType":1,"viewCount":2089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630655707,"gmtCreate":1642837834349,"gmtModify":1642837834503,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580292313126530","idStr":"3580292313126530"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630655707","repostId":"694041476","repostType":1,"repost":{"id":694041476,"gmtCreate":1641750092430,"gmtModify":1641785313876,"author":{"id":"3480981608385315","authorId":"3480981608385315","name":"猛虎财经","avatar":"https://static.tigerbbs.com/5f4cecdb84af1583ad2d12f02487a5e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480981608385315","idStr":"3480981608385315"},"themes":[],"title":"Sea无惧腾讯减持，三大因素将继续推动其高歌猛进","htmlText":"摘要：近期由于有着东南亚小腾讯之称的 “Sea” 受到腾讯的减持，使腾讯对 Sea 的股权从 21.3% 减少至 18.7%。受到市场调整、游戏用户增速放缓、腾讯减持等影响。进入 10 月以来，Sea 从最高 372 美元的位置已经跌到 187 美元，跌幅超过 50%，而且短期仍未看到企稳的迹象。尽管 Sea 短期承压，但是长期受到东南亚人口红利、经济高增长、互联网渗透率低、人口结构年轻化等利好因素，Sea 依靠在游戏 + 电商 + 数字支付三架马车飞速前进，Sea 不仅是东南亚的领导者，而且很可能成为电子商务领域国际扩 张的领导者。腾讯的减持将不会影响Sea长期的投资价值，2022年Sea值得我们重点关注。Sea三大核心部门Sea Ltd.是一家经营电商平台、制作数字游戏并提供在线金融服务的公司，由三个主要业务部门组成——Garena（数字娱 乐）、Shopee（电子商务）和 SeaMoney（数字金融服务）。Garena 是在线游戏开发和发行领域的全球领导者之一。其最具标志性的自研游戏是Freefire，它是2019年和2020年全球下载量最大的手游。 其次，Shopee 是 Sea 的电子商务部门。Shopee 是东南亚和台湾地区最大的电子商 务公司。在东南亚，Shopee 每月获得3.43 亿次访问，而第二大玩家 Tokopedia 获得 的网站访问量不到一半。 最后，Sea money 是 Sea 的金融服务和支付部门。它目前也是东南亚领先的金融服务和支付提供商。近两年，东南亚互联网行业在全球的影响力有不断提升，以亚马逊、沃尔玛、阿里巴巴、腾讯等都在加大资本入局这个市场。在外部资本力量加持，推动了Sea Limited、Lazada以及本土互联网企业的飞速发展。Sea Limited 一直在积极对其业务进行再投资，以迅速占领市场份额并扩大其在每个地区的用户群。从新","listText":"摘要：近期由于有着东南亚小腾讯之称的 “Sea” 受到腾讯的减持，使腾讯对 Sea 的股权从 21.3% 减少至 18.7%。受到市场调整、游戏用户增速放缓、腾讯减持等影响。进入 10 月以来，Sea 从最高 372 美元的位置已经跌到 187 美元，跌幅超过 50%，而且短期仍未看到企稳的迹象。尽管 Sea 短期承压，但是长期受到东南亚人口红利、经济高增长、互联网渗透率低、人口结构年轻化等利好因素，Sea 依靠在游戏 + 电商 + 数字支付三架马车飞速前进，Sea 不仅是东南亚的领导者，而且很可能成为电子商务领域国际扩 张的领导者。腾讯的减持将不会影响Sea长期的投资价值，2022年Sea值得我们重点关注。Sea三大核心部门Sea Ltd.是一家经营电商平台、制作数字游戏并提供在线金融服务的公司，由三个主要业务部门组成——Garena（数字娱 乐）、Shopee（电子商务）和 SeaMoney（数字金融服务）。Garena 是在线游戏开发和发行领域的全球领导者之一。其最具标志性的自研游戏是Freefire，它是2019年和2020年全球下载量最大的手游。 其次，Shopee 是 Sea 的电子商务部门。Shopee 是东南亚和台湾地区最大的电子商 务公司。在东南亚，Shopee 每月获得3.43 亿次访问，而第二大玩家 Tokopedia 获得 的网站访问量不到一半。 最后，Sea money 是 Sea 的金融服务和支付部门。它目前也是东南亚领先的金融服务和支付提供商。近两年，东南亚互联网行业在全球的影响力有不断提升，以亚马逊、沃尔玛、阿里巴巴、腾讯等都在加大资本入局这个市场。在外部资本力量加持，推动了Sea Limited、Lazada以及本土互联网企业的飞速发展。Sea Limited 一直在积极对其业务进行再投资，以迅速占领市场份额并扩大其在每个地区的用户群。从新","text":"摘要：近期由于有着东南亚小腾讯之称的 “Sea” 受到腾讯的减持，使腾讯对 Sea 的股权从 21.3% 减少至 18.7%。受到市场调整、游戏用户增速放缓、腾讯减持等影响。进入 10 月以来，Sea 从最高 372 美元的位置已经跌到 187 美元，跌幅超过 50%，而且短期仍未看到企稳的迹象。尽管 Sea 短期承压，但是长期受到东南亚人口红利、经济高增长、互联网渗透率低、人口结构年轻化等利好因素，Sea 依靠在游戏 + 电商 + 数字支付三架马车飞速前进，Sea 不仅是东南亚的领导者，而且很可能成为电子商务领域国际扩 张的领导者。腾讯的减持将不会影响Sea长期的投资价值，2022年Sea值得我们重点关注。Sea三大核心部门Sea Ltd.是一家经营电商平台、制作数字游戏并提供在线金融服务的公司，由三个主要业务部门组成——Garena（数字娱 乐）、Shopee（电子商务）和 SeaMoney（数字金融服务）。Garena 是在线游戏开发和发行领域的全球领导者之一。其最具标志性的自研游戏是Freefire，它是2019年和2020年全球下载量最大的手游。 其次，Shopee 是 Sea 的电子商务部门。Shopee 是东南亚和台湾地区最大的电子商 务公司。在东南亚，Shopee 每月获得3.43 亿次访问，而第二大玩家 Tokopedia 获得 的网站访问量不到一半。 最后，Sea money 是 Sea 的金融服务和支付部门。它目前也是东南亚领先的金融服务和支付提供商。近两年，东南亚互联网行业在全球的影响力有不断提升，以亚马逊、沃尔玛、阿里巴巴、腾讯等都在加大资本入局这个市场。在外部资本力量加持，推动了Sea Limited、Lazada以及本土互联网企业的飞速发展。Sea Limited 一直在积极对其业务进行再投资，以迅速占领市场份额并扩大其在每个地区的用户群。从新","images":[{"img":"https://static.tigerbbs.com/c16e132cb2ff763970eb2f8ce84212bf","width":"600","height":"320"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694041476","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630655476,"gmtCreate":1642837821828,"gmtModify":1642837822035,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580292313126530","idStr":"3580292313126530"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630655476","repostId":"694182874","repostType":1,"repost":{"id":694182874,"gmtCreate":1641867988801,"gmtModify":1642031918215,"author":{"id":"3586918831411487","authorId":"3586918831411487","name":"万物新生 爱回收","avatar":"https://static.tigerbbs.com/20957023ac778a6f32cfd7e84c09b98e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586918831411487","idStr":"3586918831411487"},"themes":[],"title":"法媒：中国正兴起二手消费浪潮，市场规模估值达到1580亿欧元","htmlText":"法国新闻广播电台 1 月 8 日报道，原题：消费领域，中国正乘着“二手东风”破浪前进“卖掉而不是扔掉。”除了衣橱里的包、鞋子和衣服，家具、电子产品和自行车也可以转卖。越来越多的中国人开始转卖或回购二手商品，而且通常是通过手机应用，一键搞定。上海的白领陈小姐将一部旧手机送到了“爱回收”的二手电子产品回收店。回收店工作人员称，人们在家里堆积了不用的电脑、手机等，扔掉不但浪费更会污染环境，他们的业务就是回收、修理和转卖。陈小姐表示，中国人对环境保护的意识越来越强烈，二手市场的概念因此随之深入人心。“我的旧手机可卖出 3600 元，是个不错的价格”，陈小姐满意地笑了。类似的二手商品回收店在上海已经遍地开花，它们让原本在垃圾桶里“被判死刑”的二手商品获得了重生。中国消费者每年丢弃的电子产品和衣物分别高达 1500 万吨、2600 万吨。新的消费习惯正在形成，上海一家专门销售二手服装的“循环商店”内挤满了顾客，价格通常比新衣服便宜 30%。二手商品对环境和钱包都很友好，南京某二手商店在全国拥有 50 多家连锁店。该品牌主打二手奢侈品，如各类名包。顾客可以在实体店或者通过网上直播选购。直播卖货的高小姐正在展示一款法国某品牌皮包：“大家看，打开包包，里面没有任何划痕或者弄脏的地方，就跟新的一样”。这个直播平台有 100 多万注册用户，高小姐拿着一个包称，原价是 16500 元，现在只需要 6500 元。她表示，法国的二手奢侈品尤其受到顾客青睐，直播 6 小时可以卖出 40 个包。目前，中国的二手商品市场规模估值达到 1580 亿欧元。▲（环球时报 赵风英译）","listText":"法国新闻广播电台 1 月 8 日报道，原题：消费领域，中国正乘着“二手东风”破浪前进“卖掉而不是扔掉。”除了衣橱里的包、鞋子和衣服，家具、电子产品和自行车也可以转卖。越来越多的中国人开始转卖或回购二手商品，而且通常是通过手机应用，一键搞定。上海的白领陈小姐将一部旧手机送到了“爱回收”的二手电子产品回收店。回收店工作人员称，人们在家里堆积了不用的电脑、手机等，扔掉不但浪费更会污染环境，他们的业务就是回收、修理和转卖。陈小姐表示，中国人对环境保护的意识越来越强烈，二手市场的概念因此随之深入人心。“我的旧手机可卖出 3600 元，是个不错的价格”，陈小姐满意地笑了。类似的二手商品回收店在上海已经遍地开花，它们让原本在垃圾桶里“被判死刑”的二手商品获得了重生。中国消费者每年丢弃的电子产品和衣物分别高达 1500 万吨、2600 万吨。新的消费习惯正在形成，上海一家专门销售二手服装的“循环商店”内挤满了顾客，价格通常比新衣服便宜 30%。二手商品对环境和钱包都很友好，南京某二手商店在全国拥有 50 多家连锁店。该品牌主打二手奢侈品，如各类名包。顾客可以在实体店或者通过网上直播选购。直播卖货的高小姐正在展示一款法国某品牌皮包：“大家看，打开包包，里面没有任何划痕或者弄脏的地方，就跟新的一样”。这个直播平台有 100 多万注册用户，高小姐拿着一个包称，原价是 16500 元，现在只需要 6500 元。她表示，法国的二手奢侈品尤其受到顾客青睐，直播 6 小时可以卖出 40 个包。目前，中国的二手商品市场规模估值达到 1580 亿欧元。▲（环球时报 赵风英译）","text":"法国新闻广播电台 1 月 8 日报道，原题：消费领域，中国正乘着“二手东风”破浪前进“卖掉而不是扔掉。”除了衣橱里的包、鞋子和衣服，家具、电子产品和自行车也可以转卖。越来越多的中国人开始转卖或回购二手商品，而且通常是通过手机应用，一键搞定。上海的白领陈小姐将一部旧手机送到了“爱回收”的二手电子产品回收店。回收店工作人员称，人们在家里堆积了不用的电脑、手机等，扔掉不但浪费更会污染环境，他们的业务就是回收、修理和转卖。陈小姐表示，中国人对环境保护的意识越来越强烈，二手市场的概念因此随之深入人心。“我的旧手机可卖出 3600 元，是个不错的价格”，陈小姐满意地笑了。类似的二手商品回收店在上海已经遍地开花，它们让原本在垃圾桶里“被判死刑”的二手商品获得了重生。中国消费者每年丢弃的电子产品和衣物分别高达 1500 万吨、2600 万吨。新的消费习惯正在形成，上海一家专门销售二手服装的“循环商店”内挤满了顾客，价格通常比新衣服便宜 30%。二手商品对环境和钱包都很友好，南京某二手商店在全国拥有 50 多家连锁店。该品牌主打二手奢侈品，如各类名包。顾客可以在实体店或者通过网上直播选购。直播卖货的高小姐正在展示一款法国某品牌皮包：“大家看，打开包包，里面没有任何划痕或者弄脏的地方，就跟新的一样”。这个直播平台有 100 多万注册用户，高小姐拿着一个包称，原价是 16500 元，现在只需要 6500 元。她表示，法国的二手奢侈品尤其受到顾客青睐，直播 6 小时可以卖出 40 个包。目前，中国的二手商品市场规模估值达到 1580 亿欧元。▲（环球时报 赵风英译）","images":[{"img":"https://static.tigerbbs.com/c86f9fdd346aaf9878af77e0f796cf32","width":"632","height":"421"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694182874","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630655546,"gmtCreate":1642837799526,"gmtModify":1642837799693,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580292313126530","idStr":"3580292313126530"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630655546","repostId":"694951908","repostType":1,"repost":{"id":694951908,"gmtCreate":1641793721698,"gmtModify":1744960780030,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"“女巴菲特”彻底栽了，木头姐一年回撤40%！仍然再加仓！","htmlText":"木头姐，真名凯瑟琳·伍德（Cathie Wood），在58岁时创立了方舟投资（ARK Investment），专注于“破坏性创新”，风格侧重极致成长，长期重仓科技股。 在2020年，Cathie&nbsp;Wood因持续重金押注特斯拉而一战成名，ARK旗下多达5只ETF平均回报率超过了140%！由此，被称为“女版巴菲特”。 然而，在2021年，Cathie&nbsp;Wood&nbsp;失败了。 这一年中，ARKK持仓的股票中，超8成股票近一年回撤超过40%，其中第二大重仓股回撤超过70%！ 随着今年美国加息临近，对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业，所以，2022年才刚开始，<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%: 据CNBC统计，ARKK持有的43只股票中，有36只较近一年高点下跌了40%以上，目前十大重仓股如下： <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /","listText":"木头姐，真名凯瑟琳·伍德（Cathie Wood），在58岁时创立了方舟投资（ARK Investment），专注于“破坏性创新”，风格侧重极致成长，长期重仓科技股。 在2020年，Cathie&nbsp;Wood因持续重金押注特斯拉而一战成名，ARK旗下多达5只ETF平均回报率超过了140%！由此，被称为“女版巴菲特”。 然而，在2021年，Cathie&nbsp;Wood&nbsp;失败了。 这一年中，ARKK持仓的股票中，超8成股票近一年回撤超过40%，其中第二大重仓股回撤超过70%！ 随着今年美国加息临近，对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业，所以，2022年才刚开始，<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%: 据CNBC统计，ARKK持有的43只股票中，有36只较近一年高点下跌了40%以上，目前十大重仓股如下： <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /","text":"木头姐，真名凯瑟琳·伍德（Cathie Wood），在58岁时创立了方舟投资（ARK Investment），专注于“破坏性创新”，风格侧重极致成长，长期重仓科技股。 在2020年，Cathie Wood因持续重金押注特斯拉而一战成名，ARK旗下多达5只ETF平均回报率超过了140%！由此，被称为“女版巴菲特”。 然而，在2021年，Cathie Wood 失败了。 这一年中，ARKK持仓的股票中，超8成股票近一年回撤超过40%，其中第二大重仓股回撤超过70%！ 随着今年美国加息临近，对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业，所以，2022年才刚开始，$ARK Innovation ETF(ARKK)$ 就暴跌了10.75%: 据CNBC统计，ARKK持有的43只股票中，有36只较近一年高点下跌了40%以上，目前十大重仓股如下： $特斯拉(TSLA)$/ $Zoom(ZM)$ /$Roku Inc(ROKU)$ /$Teladoc Health Inc.(TDOC)$ /","images":[{"img":"https://static.tigerbbs.com/17484061ae2bbb6fd04a8e2c1351b32a","width":"554","height":"768"},{"img":"https://static.tigerbbs.com/6dc9f966dc410691ecee378c5f2b37cd","width":"600","height":"333"},{"img":"https://static.tigerbbs.com/bda339a03252c66e3ce4aa0f8575092e","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694951908","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630832889,"gmtCreate":1642768044781,"gmtModify":1642768699366,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580292313126530","idStr":"3580292313126530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>[Facepalm]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>[Facepalm]&nbsp;","text":"$Tiger Brokers(TIGR)$[Facepalm]","images":[{"img":"https://static.tigerbbs.com/d4a2db207f644d153419246c79c94ed3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630832889","isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630832343,"gmtCreate":1642768020432,"gmtModify":1642768658019,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580292313126530","idStr":"3580292313126530"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630832343","repostId":"697015095","repostType":1,"repost":{"id":697015095,"gmtCreate":1642157716042,"gmtModify":1642164607904,"author":{"id":"3448510341625835","authorId":"3448510341625835","name":"唯物主义","avatar":"https://static.tigerbbs.com/b03878e9cc5326e9e3b84f9c74b3feb1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3448510341625835","idStr":"3448510341625835"},"themes":[],"title":"盘前异动股结构解析","htmlText":"‌<a target=\"_blank\" href=\"https://laohu8.com/S/SAP\">$SAP SE(SAP)$</a>‌SAP盘前涨近2%，公司宣布了一项10亿欧元的股票回购计划，该计划将在2022年2月1日至12月31日期间执行。德国老牌SAAS软件, 90年代上市大结构看 1996-2003年受到互联网泡沫崩盘影响 宽幅震荡 直至2016年完全突破,目前远未触及第一跨周期目标 空间可期中期以2002年底部量化测算 目前恰好运行到第一轮周期目标170美元( 2020年7月确认) 截至目前处于调整期 但幅度不大 预计仍将调整, 不具备布局机会 参考逢高减仓&nbsp;‌<a target=\"_blank\" href=\"https://laohu8.com/S/BBBY\">$3B家居(BBBY)$</a>‌昨日逆势大涨9%，今日盘前再涨1.6%，公司执行副总裁1月7日增持公司1.5万股。90年代上市家居股, 大结构看2000-2015年大暴跌借助疫情爆发找到量化底部3.6美元,疫情底第一目标100美元,2021年Q1反弹不及预期开始回调至多空线17美元下方,表明调整将继续,量化调整目标10.3美元,继续等待低吸,空间9倍大盘 根据结构计划昨天标普到达下跌转折点L1(465)抄底 多空线H1=466 第一反弹目标H3=4678或468 如继续AB扩展砸盘 下一目标L2=460/459 与短线完整目标形成共振 中期下一个大目标L3=440不变 后续目标待更新 如果逐渐企稳 仍有宽幅冲新高机会 目标H'=485&nbsp;但大结构结果仍为下跌同理纳指 L1=1564 经AB扩展到达L2=1549x抄底 H1=L1=H3 先不更新太远 这几天先看能不能度过危险期再说吧&nbsp;简而言之 盘前走的还比较艰难 如果下到更低目标 继续接就是了 下周吃肉 高位空单也不必","listText":"‌<a target=\"_blank\" href=\"https://laohu8.com/S/SAP\">$SAP SE(SAP)$</a>‌SAP盘前涨近2%，公司宣布了一项10亿欧元的股票回购计划，该计划将在2022年2月1日至12月31日期间执行。德国老牌SAAS软件, 90年代上市大结构看 1996-2003年受到互联网泡沫崩盘影响 宽幅震荡 直至2016年完全突破,目前远未触及第一跨周期目标 空间可期中期以2002年底部量化测算 目前恰好运行到第一轮周期目标170美元( 2020年7月确认) 截至目前处于调整期 但幅度不大 预计仍将调整, 不具备布局机会 参考逢高减仓&nbsp;‌<a target=\"_blank\" href=\"https://laohu8.com/S/BBBY\">$3B家居(BBBY)$</a>‌昨日逆势大涨9%，今日盘前再涨1.6%，公司执行副总裁1月7日增持公司1.5万股。90年代上市家居股, 大结构看2000-2015年大暴跌借助疫情爆发找到量化底部3.6美元,疫情底第一目标100美元,2021年Q1反弹不及预期开始回调至多空线17美元下方,表明调整将继续,量化调整目标10.3美元,继续等待低吸,空间9倍大盘 根据结构计划昨天标普到达下跌转折点L1(465)抄底 多空线H1=466 第一反弹目标H3=4678或468 如继续AB扩展砸盘 下一目标L2=460/459 与短线完整目标形成共振 中期下一个大目标L3=440不变 后续目标待更新 如果逐渐企稳 仍有宽幅冲新高机会 目标H'=485&nbsp;但大结构结果仍为下跌同理纳指 L1=1564 经AB扩展到达L2=1549x抄底 H1=L1=H3 先不更新太远 这几天先看能不能度过危险期再说吧&nbsp;简而言之 盘前走的还比较艰难 如果下到更低目标 继续接就是了 下周吃肉 高位空单也不必","text":"‌$SAP SE(SAP)$‌SAP盘前涨近2%，公司宣布了一项10亿欧元的股票回购计划，该计划将在2022年2月1日至12月31日期间执行。德国老牌SAAS软件, 90年代上市大结构看 1996-2003年受到互联网泡沫崩盘影响 宽幅震荡 直至2016年完全突破,目前远未触及第一跨周期目标 空间可期中期以2002年底部量化测算 目前恰好运行到第一轮周期目标170美元( 2020年7月确认) 截至目前处于调整期 但幅度不大 预计仍将调整, 不具备布局机会 参考逢高减仓 ‌$3B家居(BBBY)$‌昨日逆势大涨9%，今日盘前再涨1.6%，公司执行副总裁1月7日增持公司1.5万股。90年代上市家居股, 大结构看2000-2015年大暴跌借助疫情爆发找到量化底部3.6美元,疫情底第一目标100美元,2021年Q1反弹不及预期开始回调至多空线17美元下方,表明调整将继续,量化调整目标10.3美元,继续等待低吸,空间9倍大盘 根据结构计划昨天标普到达下跌转折点L1(465)抄底 多空线H1=466 第一反弹目标H3=4678或468 如继续AB扩展砸盘 下一目标L2=460/459 与短线完整目标形成共振 中期下一个大目标L3=440不变 后续目标待更新 如果逐渐企稳 仍有宽幅冲新高机会 目标H'=485 但大结构结果仍为下跌同理纳指 L1=1564 经AB扩展到达L2=1549x抄底 H1=L1=H3 先不更新太远 这几天先看能不能度过危险期再说吧 简而言之 盘前走的还比较艰难 如果下到更低目标 继续接就是了 下周吃肉 高位空单也不必","images":[{"img":"https://static.tigerbbs.com/e7d29823cfc1bc76edaa3dbd4b84d46f","width":"200","height":"200"},{"img":"https://static.tigerbbs.com/df22bc3a727579da220bb8e02d292265","width":"200","height":"200"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697015095","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630832942,"gmtCreate":1642768013585,"gmtModify":1642768657055,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580292313126530","idStr":"3580292313126530"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630832942","repostId":"694267282","repostType":1,"repost":{"id":694267282,"gmtCreate":1641997637949,"gmtModify":1642012549581,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667590215376","idStr":"3527667590215376"},"themes":[],"title":"行情持续看涨，继续捡硬币策略。","htmlText":"今天公布的通胀数据不好看，但不影响行情持续看涨。 美国12月未季调CPI同比上涨7%，续创1982年6月以来新高。高是挺高的，但仍在预期之内，这就挺好。不刺激到美联储进行额外的操作，市场就能松口气。 不过更直接的观点是这个点位再不反弹就真的要跌下去了。 今日卖put池： 标的代码 年化收益 到期日 行权价 权利金 隐含波动率 <a href=\"https://laohu8.com/OPT/TSLA%2020220121%20900.0%20PUT\" target=\"_blank\">$TSLA 20220121 900.0 PUT$</a> 13.5% 2022/1/21 900 3.95 70% <a href=\"https://laohu8.com/OPT/NVDA%2020220121%20240.0%20PUT\" target=\"_blank\">$NVDA 20220121 240.0 PUT$</a> 8.8% 2022/1/21 240 0.67 57% <a href=\"https://laohu8.com/OPT/AMD%2020220121%20120.0%20PUT\" target=\"_blank\">$AMD 20220121 120.0 PUT$</a> 11.9% 2022/1/21 120 0.45 57% <a href=\"https://laohu8.com/OPT/NFLX%2020220121%20460.0%20PUT\" target=\"_blank\">$NFLX 20220121 460.0 PUT$</a> 13.0% 2022/1/21 460 1.92 68% 今天跑出来四个数据，<a href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a> 是之前放进池子里的，因为","listText":"今天公布的通胀数据不好看，但不影响行情持续看涨。 美国12月未季调CPI同比上涨7%，续创1982年6月以来新高。高是挺高的，但仍在预期之内，这就挺好。不刺激到美联储进行额外的操作，市场就能松口气。 不过更直接的观点是这个点位再不反弹就真的要跌下去了。 今日卖put池： 标的代码 年化收益 到期日 行权价 权利金 隐含波动率 <a href=\"https://laohu8.com/OPT/TSLA%2020220121%20900.0%20PUT\" target=\"_blank\">$TSLA 20220121 900.0 PUT$</a> 13.5% 2022/1/21 900 3.95 70% <a href=\"https://laohu8.com/OPT/NVDA%2020220121%20240.0%20PUT\" target=\"_blank\">$NVDA 20220121 240.0 PUT$</a> 8.8% 2022/1/21 240 0.67 57% <a href=\"https://laohu8.com/OPT/AMD%2020220121%20120.0%20PUT\" target=\"_blank\">$AMD 20220121 120.0 PUT$</a> 11.9% 2022/1/21 120 0.45 57% <a href=\"https://laohu8.com/OPT/NFLX%2020220121%20460.0%20PUT\" target=\"_blank\">$NFLX 20220121 460.0 PUT$</a> 13.0% 2022/1/21 460 1.92 68% 今天跑出来四个数据，<a href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a> 是之前放进池子里的，因为","text":"今天公布的通胀数据不好看，但不影响行情持续看涨。 美国12月未季调CPI同比上涨7%，续创1982年6月以来新高。高是挺高的，但仍在预期之内，这就挺好。不刺激到美联储进行额外的操作，市场就能松口气。 不过更直接的观点是这个点位再不反弹就真的要跌下去了。 今日卖put池： 标的代码 年化收益 到期日 行权价 权利金 隐含波动率 $TSLA 20220121 900.0 PUT$ 13.5% 2022/1/21 900 3.95 70% $NVDA 20220121 240.0 PUT$ 8.8% 2022/1/21 240 0.67 57% $AMD 20220121 120.0 PUT$ 11.9% 2022/1/21 120 0.45 57% $NFLX 20220121 460.0 PUT$ 13.0% 2022/1/21 460 1.92 68% 今天跑出来四个数据，$Netflix, Inc.(NFLX)$ 是之前放进池子里的，因为","images":[{"img":"https://static.tigerbbs.com/83059c2d6083733d7c85d258dac9b96d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694267282","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630836424,"gmtCreate":1642768001760,"gmtModify":1642768626201,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580292313126530","idStr":"3580292313126530"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630836424","repostId":"697010885","repostType":1,"repost":{"id":697010885,"gmtCreate":1642155121962,"gmtModify":1642171859752,"author":{"id":"3480300888703096","authorId":"3480300888703096","name":"荒野侦探","avatar":"https://static.tigerbbs.com/676ca151c5979a45c1864347e2da198a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480300888703096","idStr":"3480300888703096"},"themes":[],"title":"起飞，达美！押注航空股？","htmlText":"昨天，<a target=\"_blank\" href=\"https://laohu8.com/S/DAL\">$达美航空(DAL)$</a> 以自身高水准业绩，拉开了航空公司财报季序幕。业绩可喜，也成功带动板块其他公司上扬。一度，达美航空、<a target=\"_blank\" href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/UAL\">$联合大陆航空(UAL)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/JBLU\">$捷蓝航空(JBLU)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/SAVE\">$Spirit Airlines(SAVE)$</a> 的股价均上涨5%，市场预期经济即将复苏。 达美航空业绩 众所周知由于疫情，航空公司备受打击，2020年何其惨淡，2021年则动荡不安。投资者在权衡被压抑的需求反弹，也在应对新型号病毒和新旅行限制的威胁。而，更想知道2022年行业会如何进展，达美昨天财报提供了乐观的理由。 第四季公司营收为94.7亿美元，每股盈利为0.22美元，高于市场预估92亿美元营收0.14美元EPS。 （达美航空季度财务数据） 调整后的税前利润1.7亿美元，调整后的营业收入84亿美元，较2019年同一季度疫情前的表现恢复了74%。同时运力恢复到两年前的水平。此外，调整后的运营费用下降了19%，即19亿美元，表明达美航空为渡过疫情而实施了巨大的成本控制。 全年业绩来看，应该说喜忧参半。调整后的税前损失34亿美元被联邦工资支持计划的38亿美元抵消，而调整后的营业收入267亿美元较2019年的水平恢复了57%，","listText":"昨天，<a target=\"_blank\" href=\"https://laohu8.com/S/DAL\">$达美航空(DAL)$</a> 以自身高水准业绩，拉开了航空公司财报季序幕。业绩可喜，也成功带动板块其他公司上扬。一度，达美航空、<a target=\"_blank\" href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/UAL\">$联合大陆航空(UAL)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/JBLU\">$捷蓝航空(JBLU)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/SAVE\">$Spirit Airlines(SAVE)$</a> 的股价均上涨5%，市场预期经济即将复苏。 达美航空业绩 众所周知由于疫情，航空公司备受打击，2020年何其惨淡，2021年则动荡不安。投资者在权衡被压抑的需求反弹，也在应对新型号病毒和新旅行限制的威胁。而，更想知道2022年行业会如何进展，达美昨天财报提供了乐观的理由。 第四季公司营收为94.7亿美元，每股盈利为0.22美元，高于市场预估92亿美元营收0.14美元EPS。 （达美航空季度财务数据） 调整后的税前利润1.7亿美元，调整后的营业收入84亿美元，较2019年同一季度疫情前的表现恢复了74%。同时运力恢复到两年前的水平。此外，调整后的运营费用下降了19%，即19亿美元，表明达美航空为渡过疫情而实施了巨大的成本控制。 全年业绩来看，应该说喜忧参半。调整后的税前损失34亿美元被联邦工资支持计划的38亿美元抵消，而调整后的营业收入267亿美元较2019年的水平恢复了57%，","text":"昨天，$达美航空(DAL)$ 以自身高水准业绩，拉开了航空公司财报季序幕。业绩可喜，也成功带动板块其他公司上扬。一度，达美航空、$美国航空(AAL)$ 、$联合大陆航空(UAL)$ 、$捷蓝航空(JBLU)$ 和$Spirit Airlines(SAVE)$ 的股价均上涨5%，市场预期经济即将复苏。 达美航空业绩 众所周知由于疫情，航空公司备受打击，2020年何其惨淡，2021年则动荡不安。投资者在权衡被压抑的需求反弹，也在应对新型号病毒和新旅行限制的威胁。而，更想知道2022年行业会如何进展，达美昨天财报提供了乐观的理由。 第四季公司营收为94.7亿美元，每股盈利为0.22美元，高于市场预估92亿美元营收0.14美元EPS。 （达美航空季度财务数据） 调整后的税前利润1.7亿美元，调整后的营业收入84亿美元，较2019年同一季度疫情前的表现恢复了74%。同时运力恢复到两年前的水平。此外，调整后的运营费用下降了19%，即19亿美元，表明达美航空为渡过疫情而实施了巨大的成本控制。 全年业绩来看，应该说喜忧参半。调整后的税前损失34亿美元被联邦工资支持计划的38亿美元抵消，而调整后的营业收入267亿美元较2019年的水平恢复了57%，","images":[{"img":"https://static.tigerbbs.com/20e2bb95df2ce3a94e88caebf8ee5029","width":"1650","height":"454"},{"img":"https://static.tigerbbs.com/4c11a3dcfbc3c1ff40b2cdefb703b9b1","width":"1800","height":"1200"},{"img":"https://static.tigerbbs.com/8ad4baf29f7ec733d8843206be2e4133","width":"1078","height":"360"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697010885","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630965053,"gmtCreate":1642670247811,"gmtModify":1642670267983,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580292313126530","idStr":"3580292313126530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>&nbsp;pre up","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>&nbsp;pre up","text":"$Alibaba(BABA)$ pre up","images":[{"img":"https://static.tigerbbs.com/5fb8c7c29a802b7c83a72b494a9c7f31","width":"1080","height":"3608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630965053","isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630962563,"gmtCreate":1642670219227,"gmtModify":1642670252177,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580292313126530","idStr":"3580292313126530"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630962563","repostId":"697010885","repostType":1,"repost":{"id":697010885,"gmtCreate":1642155121962,"gmtModify":1642171859752,"author":{"id":"3480300888703096","authorId":"3480300888703096","name":"荒野侦探","avatar":"https://static.tigerbbs.com/676ca151c5979a45c1864347e2da198a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480300888703096","idStr":"3480300888703096"},"themes":[],"title":"起飞，达美！押注航空股？","htmlText":"昨天，<a target=\"_blank\" href=\"https://laohu8.com/S/DAL\">$达美航空(DAL)$</a> 以自身高水准业绩，拉开了航空公司财报季序幕。业绩可喜，也成功带动板块其他公司上扬。一度，达美航空、<a target=\"_blank\" href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/UAL\">$联合大陆航空(UAL)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/JBLU\">$捷蓝航空(JBLU)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/SAVE\">$Spirit Airlines(SAVE)$</a> 的股价均上涨5%，市场预期经济即将复苏。 达美航空业绩 众所周知由于疫情，航空公司备受打击，2020年何其惨淡，2021年则动荡不安。投资者在权衡被压抑的需求反弹，也在应对新型号病毒和新旅行限制的威胁。而，更想知道2022年行业会如何进展，达美昨天财报提供了乐观的理由。 第四季公司营收为94.7亿美元，每股盈利为0.22美元，高于市场预估92亿美元营收0.14美元EPS。 （达美航空季度财务数据） 调整后的税前利润1.7亿美元，调整后的营业收入84亿美元，较2019年同一季度疫情前的表现恢复了74%。同时运力恢复到两年前的水平。此外，调整后的运营费用下降了19%，即19亿美元，表明达美航空为渡过疫情而实施了巨大的成本控制。 全年业绩来看，应该说喜忧参半。调整后的税前损失34亿美元被联邦工资支持计划的38亿美元抵消，而调整后的营业收入267亿美元较2019年的水平恢复了57%，","listText":"昨天，<a target=\"_blank\" href=\"https://laohu8.com/S/DAL\">$达美航空(DAL)$</a> 以自身高水准业绩，拉开了航空公司财报季序幕。业绩可喜，也成功带动板块其他公司上扬。一度，达美航空、<a target=\"_blank\" href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/UAL\">$联合大陆航空(UAL)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/JBLU\">$捷蓝航空(JBLU)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/SAVE\">$Spirit Airlines(SAVE)$</a> 的股价均上涨5%，市场预期经济即将复苏。 达美航空业绩 众所周知由于疫情，航空公司备受打击，2020年何其惨淡，2021年则动荡不安。投资者在权衡被压抑的需求反弹，也在应对新型号病毒和新旅行限制的威胁。而，更想知道2022年行业会如何进展，达美昨天财报提供了乐观的理由。 第四季公司营收为94.7亿美元，每股盈利为0.22美元，高于市场预估92亿美元营收0.14美元EPS。 （达美航空季度财务数据） 调整后的税前利润1.7亿美元，调整后的营业收入84亿美元，较2019年同一季度疫情前的表现恢复了74%。同时运力恢复到两年前的水平。此外，调整后的运营费用下降了19%，即19亿美元，表明达美航空为渡过疫情而实施了巨大的成本控制。 全年业绩来看，应该说喜忧参半。调整后的税前损失34亿美元被联邦工资支持计划的38亿美元抵消，而调整后的营业收入267亿美元较2019年的水平恢复了57%，","text":"昨天，$达美航空(DAL)$ 以自身高水准业绩，拉开了航空公司财报季序幕。业绩可喜，也成功带动板块其他公司上扬。一度，达美航空、$美国航空(AAL)$ 、$联合大陆航空(UAL)$ 、$捷蓝航空(JBLU)$ 和$Spirit Airlines(SAVE)$ 的股价均上涨5%，市场预期经济即将复苏。 达美航空业绩 众所周知由于疫情，航空公司备受打击，2020年何其惨淡，2021年则动荡不安。投资者在权衡被压抑的需求反弹，也在应对新型号病毒和新旅行限制的威胁。而，更想知道2022年行业会如何进展，达美昨天财报提供了乐观的理由。 第四季公司营收为94.7亿美元，每股盈利为0.22美元，高于市场预估92亿美元营收0.14美元EPS。 （达美航空季度财务数据） 调整后的税前利润1.7亿美元，调整后的营业收入84亿美元，较2019年同一季度疫情前的表现恢复了74%。同时运力恢复到两年前的水平。此外，调整后的运营费用下降了19%，即19亿美元，表明达美航空为渡过疫情而实施了巨大的成本控制。 全年业绩来看，应该说喜忧参半。调整后的税前损失34亿美元被联邦工资支持计划的38亿美元抵消，而调整后的营业收入267亿美元较2019年的水平恢复了57%，","images":[{"img":"https://static.tigerbbs.com/20e2bb95df2ce3a94e88caebf8ee5029","width":"1650","height":"454"},{"img":"https://static.tigerbbs.com/4c11a3dcfbc3c1ff40b2cdefb703b9b1","width":"1800","height":"1200"},{"img":"https://static.tigerbbs.com/8ad4baf29f7ec733d8843206be2e4133","width":"1078","height":"360"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697010885","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630962251,"gmtCreate":1642670208384,"gmtModify":1642670236187,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580292313126530","idStr":"3580292313126530"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630962251","repostId":"694182874","repostType":1,"repost":{"id":694182874,"gmtCreate":1641867988801,"gmtModify":1642031918215,"author":{"id":"3586918831411487","authorId":"3586918831411487","name":"万物新生 爱回收","avatar":"https://static.tigerbbs.com/20957023ac778a6f32cfd7e84c09b98e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586918831411487","idStr":"3586918831411487"},"themes":[],"title":"法媒：中国正兴起二手消费浪潮，市场规模估值达到1580亿欧元","htmlText":"法国新闻广播电台 1 月 8 日报道，原题：消费领域，中国正乘着“二手东风”破浪前进“卖掉而不是扔掉。”除了衣橱里的包、鞋子和衣服，家具、电子产品和自行车也可以转卖。越来越多的中国人开始转卖或回购二手商品，而且通常是通过手机应用，一键搞定。上海的白领陈小姐将一部旧手机送到了“爱回收”的二手电子产品回收店。回收店工作人员称，人们在家里堆积了不用的电脑、手机等，扔掉不但浪费更会污染环境，他们的业务就是回收、修理和转卖。陈小姐表示，中国人对环境保护的意识越来越强烈，二手市场的概念因此随之深入人心。“我的旧手机可卖出 3600 元，是个不错的价格”，陈小姐满意地笑了。类似的二手商品回收店在上海已经遍地开花，它们让原本在垃圾桶里“被判死刑”的二手商品获得了重生。中国消费者每年丢弃的电子产品和衣物分别高达 1500 万吨、2600 万吨。新的消费习惯正在形成，上海一家专门销售二手服装的“循环商店”内挤满了顾客，价格通常比新衣服便宜 30%。二手商品对环境和钱包都很友好，南京某二手商店在全国拥有 50 多家连锁店。该品牌主打二手奢侈品，如各类名包。顾客可以在实体店或者通过网上直播选购。直播卖货的高小姐正在展示一款法国某品牌皮包：“大家看，打开包包，里面没有任何划痕或者弄脏的地方，就跟新的一样”。这个直播平台有 100 多万注册用户，高小姐拿着一个包称，原价是 16500 元，现在只需要 6500 元。她表示，法国的二手奢侈品尤其受到顾客青睐，直播 6 小时可以卖出 40 个包。目前，中国的二手商品市场规模估值达到 1580 亿欧元。▲（环球时报 赵风英译）","listText":"法国新闻广播电台 1 月 8 日报道，原题：消费领域，中国正乘着“二手东风”破浪前进“卖掉而不是扔掉。”除了衣橱里的包、鞋子和衣服，家具、电子产品和自行车也可以转卖。越来越多的中国人开始转卖或回购二手商品，而且通常是通过手机应用，一键搞定。上海的白领陈小姐将一部旧手机送到了“爱回收”的二手电子产品回收店。回收店工作人员称，人们在家里堆积了不用的电脑、手机等，扔掉不但浪费更会污染环境，他们的业务就是回收、修理和转卖。陈小姐表示，中国人对环境保护的意识越来越强烈，二手市场的概念因此随之深入人心。“我的旧手机可卖出 3600 元，是个不错的价格”，陈小姐满意地笑了。类似的二手商品回收店在上海已经遍地开花，它们让原本在垃圾桶里“被判死刑”的二手商品获得了重生。中国消费者每年丢弃的电子产品和衣物分别高达 1500 万吨、2600 万吨。新的消费习惯正在形成，上海一家专门销售二手服装的“循环商店”内挤满了顾客，价格通常比新衣服便宜 30%。二手商品对环境和钱包都很友好，南京某二手商店在全国拥有 50 多家连锁店。该品牌主打二手奢侈品，如各类名包。顾客可以在实体店或者通过网上直播选购。直播卖货的高小姐正在展示一款法国某品牌皮包：“大家看，打开包包，里面没有任何划痕或者弄脏的地方，就跟新的一样”。这个直播平台有 100 多万注册用户，高小姐拿着一个包称，原价是 16500 元，现在只需要 6500 元。她表示，法国的二手奢侈品尤其受到顾客青睐，直播 6 小时可以卖出 40 个包。目前，中国的二手商品市场规模估值达到 1580 亿欧元。▲（环球时报 赵风英译）","text":"法国新闻广播电台 1 月 8 日报道，原题：消费领域，中国正乘着“二手东风”破浪前进“卖掉而不是扔掉。”除了衣橱里的包、鞋子和衣服，家具、电子产品和自行车也可以转卖。越来越多的中国人开始转卖或回购二手商品，而且通常是通过手机应用，一键搞定。上海的白领陈小姐将一部旧手机送到了“爱回收”的二手电子产品回收店。回收店工作人员称，人们在家里堆积了不用的电脑、手机等，扔掉不但浪费更会污染环境，他们的业务就是回收、修理和转卖。陈小姐表示，中国人对环境保护的意识越来越强烈，二手市场的概念因此随之深入人心。“我的旧手机可卖出 3600 元，是个不错的价格”，陈小姐满意地笑了。类似的二手商品回收店在上海已经遍地开花，它们让原本在垃圾桶里“被判死刑”的二手商品获得了重生。中国消费者每年丢弃的电子产品和衣物分别高达 1500 万吨、2600 万吨。新的消费习惯正在形成，上海一家专门销售二手服装的“循环商店”内挤满了顾客，价格通常比新衣服便宜 30%。二手商品对环境和钱包都很友好，南京某二手商店在全国拥有 50 多家连锁店。该品牌主打二手奢侈品，如各类名包。顾客可以在实体店或者通过网上直播选购。直播卖货的高小姐正在展示一款法国某品牌皮包：“大家看，打开包包，里面没有任何划痕或者弄脏的地方，就跟新的一样”。这个直播平台有 100 多万注册用户，高小姐拿着一个包称，原价是 16500 元，现在只需要 6500 元。她表示，法国的二手奢侈品尤其受到顾客青睐，直播 6 小时可以卖出 40 个包。目前，中国的二手商品市场规模估值达到 1580 亿欧元。▲（环球时报 赵风英译）","images":[{"img":"https://static.tigerbbs.com/c86f9fdd346aaf9878af77e0f796cf32","width":"632","height":"421"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694182874","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":811582832,"gmtCreate":1630332272526,"gmtModify":1704958622149,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580292313126530","authorIdStr":"3580292313126530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>almost there...","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>almost there...","text":"$AMC Entertainment(AMC)$almost there...","images":[{"img":"https://static.tigerbbs.com/d29c599d1c1d60536c2ac7d6b7114c05","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/811582832","isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":850142201,"gmtCreate":1634567286644,"gmtModify":1634567286827,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580292313126530","authorIdStr":"3580292313126530"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/850142201","repostId":"1115206110","repostType":4,"repost":{"id":"1115206110","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":1634565494,"share":"https://www.laohu8.com/m/news/1115206110?lang=zh_CN&edition=full","pubTime":"2021-10-18 21:58","market":"us","language":"en","title":"Zillow slipped over 11% in early trading<blockquote>Zillow早盘下跌逾11%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115206110","media":"Tiger Newspress","summary":"Zillow slipped over 11% in early trading after after the online real-estate company told Bloomberg t","content":"<p><a href=\"https://laohu8.com/S/Z\">Zillow</a> slipped over 11% in early trading&nbsp;after&nbsp;after the online real-estate company told Bloomberg that it won’t purchase homes for the rest of the year, saying that it was “beyond operational capacity.”</p><p><blockquote><a href=\"https://laohu8.com/S/Z\">Zillow</a>这家在线房地产公司告诉彭博社，今年剩余时间不会购买房屋，称其“超出了运营能力”，早盘交易中股价下跌超过11%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0f9f19862649f5b746719782994812fd\" tg-width=\"1043\" tg-height=\"566\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Related:</b>&nbsp;<b>Zillow Gets Outplayed at Its Own Game</b></p><p><blockquote><b>相关：</b> <b>Zillow在自己的游戏中被击败</b></blockquote></p><p> Zillow, it seems, has over-flipped.</p><p><blockquote>Zillow似乎已经过度翻转了。</blockquote></p><p> The company that has prided itself on its technology to outsource a lot of human work is suddenly referring the work right back to humans. Zillow Group’s automated home-flipping business has stopped pursuing new home acquisitions temporarily, Bloomberg reported on Sunday. In a statement for this article, a Zillow spokesperson said in an email it is “beyond operational capacity in [its] Zillow Offers business.” Zillow said it is now connecting homeowners looking to sell their home to its local Premier Agent partners.</p><p><blockquote>这家以其外包大量人类工作的技术而自豪的公司突然将工作重新交给了人类。据彭博社周日报道，Zillow Group的自动化房屋翻转业务已暂时停止寻求新房收购。在本文的一份声明中，Zillow发言人在一封电子邮件中表示，Zillow提供的业务“超出了运营能力”。Zillow表示，它现在正在将希望将房屋出售给当地顶级代理合作伙伴的房主联系起来。</blockquote></p><p> The pause seems to be a case of poor planning—a surprising lapse for a company that has been in the online real-estate business for nearly 17 years. Rather than a cash issue, Zillow is saying it experienced supply constraints having to do with on-the-ground workers and vendors. Leave it to atechnology companyto develop an algorithm to predict home values, but mismanage the human aspect of its business.</p><p><blockquote>这一暂停似乎是规划不周的一个例子——对于一家从事在线房地产业务近17年的公司来说，这是一个令人惊讶的失误。Zillow表示，它遇到的不是现金问题，而是与现场工人和供应商有关的供应限制。让科技公司开发一种预测房屋价值的算法，但对其业务的人的方面管理不善。</blockquote></p><p> To add insult to injury, Zillow’s biggest competitor seems to be handling high volumes just fine.Opendoor TechnologiesOPEN+2.52%said it is “open for business and continues to scale and grow,” noting it has worked hard over the past seven years to ensure it can continue to deliver as it expands. While Zillow long predates Opendoor as a company, it mainly offered an online marketing platform for agents before adding iBuying in 2018.</p><p><blockquote>雪上加霜的是，Zillow最大的竞争对手似乎处理高销量还不错。Opendoor TechnologiesOPEN+2.52%表示，该公司“已开始营业，并继续扩大规模和增长”，并指出该公司在过去七年中一直在努力确保随着扩张它可以继续提供服务。虽然Zillow作为一家公司早于Opendoor，但在2018年加入iBuying之前，它主要为代理商提供在线营销平台。</blockquote></p><p> Zillow said it purchased a record number of homes in the second quarter at 3,805, but that still paled in comparison to the 8,494 homes Opendoor purchased in the same period. It doesn’t seem as though the near-term business hascompletely flopped: The company says it is continuing to process the purchases of homes from sellers who are already under contract as quickly as possible. That means home purchases could still continue to grow sequentially in the fourth quarter, even with the pause. Zillow hasn’t publicly commented on its fourth-quarter buying forecast, but has said its third-quarter outlook implies a “step up” in purchase activity.</p><p><blockquote>Zillow表示，第二季度购买了创纪录的3,805套房屋，但与Opendoor同期购买的8,494套房屋相比，这一数字仍然相形见绌。近期业务似乎并没有完全失败：该公司表示，它将继续尽快处理已签订合同的卖家购买的房屋。这意味着即使暂停，第四季度的购房仍可能继续环比增长。Zillow尚未公开评论其第四季度的购买预测，但表示其第三季度的前景意味着购买活动将“加速”。</blockquote></p><p> Rather than flip out, iBuying investors may want to look at Zillow’s news as an opportunity for its competitors. Opendoor is now active in 44 markets, including all but two of Zillow’s 25 markets. Zillow’s pause therefore spells a golden opportunity for Opendoor. Zillow hasn’t yet said when it will resume new home purchases, but an email from a Zillow Offers Advisor to an agent seen by the Journal suggests the pause will last through the end of 2021 at the least.</p><p><blockquote>iBuying投资者可能不会惊慌失措，而是希望将Zillow的消息视为其竞争对手的机会。Opendoor目前活跃在44个市场，包括Zillow 25个市场中除两个市场外的所有市场。因此，Zillow的暂停对Opendoor来说意味着一个千载难逢的机会。Zillow尚未表示何时恢复新房购买，但《华尔街日报》看到的Zillow Offers顾问发给经纪人的一封电子邮件表明，暂停将至少持续到2021年底。</blockquote></p><p> Zillow’s mismanagement also highlights a key strength for smaller competitorOfferpad Solutions.OPAD+0.73%Led by a former real-estate agent, that company has longtouted its ground game. Offerpad, which is now a publicly traded company after closing its merger with a special-purpose acquisition company in September, seems to have been ahead of the curve in terms of understanding how many workers to employ and where, which repairs need to get done and how to execute them efficiently. An analysis by BTIG Research shows Offerpad’s contribution profit per home sold was over 4.7 times that of Zillow’s last year.</p><p><blockquote>Zillow的管理不善也凸显了规模较小的竞争对手Offerpad Solutions的一个关键优势。该公司由一位前房地产经纪人领导，长期以来一直吹捧其地面游戏。Offerpad在9月份完成了与一家特殊目的收购公司的合并后，现在是一家上市公司，在了解雇用多少工人、在哪里、需要进行哪些维修以及如何有效地执行这些维修方面，它似乎已经走在了潮流的前面。BTIG Research的一项分析显示，Offerpad每售出一套房屋的贡献利润是Zillow去年的4.7倍以上。</blockquote></p><p> But the news is also a signal that investors may want to start to tread more lightly around what has thus far been a banner year for the sector. The reality is that iBuyers have incredible amounts of market data, can plan acquisitions and inventory months in advance and have a number of levers to pull to slow or accelerate the business, according to Mike DelPrete, a real estate tech strategist and scholar-in-residence at the University of Colorado Boulder. Given that, it is unusual that Zillow’s pause happened so suddenly and across all its markets.</p><p><blockquote>但这一消息也是一个信号，表明投资者可能希望开始对该行业迄今为止表现出色的一年采取更轻松的态度。房地产技术策略师兼学者迈克·德尔普雷特(Mike DelPrete)表示，现实情况是，iBuyers拥有令人难以置信的大量市场数据，可以提前几个月计划收购和库存，并拥有许多杠杆来减缓或加速业务。科罗拉多大学博尔德分校的住院医师。有鉴于此，Zillow的暂停发生得如此突然且遍及其所有市场是不寻常的。</blockquote></p><p> The U.S. real-estate market has finallystarted to cool a bit. On Friday, Redfin reported the median home sale price rose 14% year-over-year in September—the lowest growth rate since December 2020. Meanwhile, closed home sales and new listings of homes for sale both fell from a year earlier, by 5% and 9% respectively.</p><p><blockquote>美国房地产市场终于开始降温。周五，Redfin报告称，9月份房屋销售价格中位数同比上涨14%，为2020年12月以来的最低增长率。与此同时，已完成房屋销售和新挂牌待售房屋均较上年同期下降，分别下降5%和9%。</blockquote></p><p> Thus far, no other major iBuyer has said it was pausing new acquisitions this year. As Mr. DelPrete notes, it is possible Opendoor and Offerpad began to slow their own buying commitments as the market started to change, whileZillow missed the signs. More likely, Zillow, which has consistently prophesied what it calls the “Great Reshuffling” amid a permanence in remote work, just neglected to do its own reshuffling on the ground.</p><p><blockquote>到目前为止，还没有其他主要iBuyer表示今年将暂停新的收购。正如DelPrete先生指出的那样，随着市场开始发生变化，Opendoor和Offerpad可能开始放慢自己的购买承诺，而Zillow则错过了这些迹象。更有可能的是，Zillow一直预言在远程工作的持久性中进行评级的“大洗牌”，只是忽略了在地面上进行自己的洗牌。</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>Zillow slipped over 11% in early trading<blockquote>Zillow早盘下跌逾11%</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\">\nZillow slipped over 11% in early trading<blockquote>Zillow早盘下跌逾11%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-18 21:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/Z\">Zillow</a> slipped over 11% in early trading&nbsp;after&nbsp;after the online real-estate company told Bloomberg that it won’t purchase homes for the rest of the year, saying that it was “beyond operational capacity.”</p><p><blockquote><a href=\"https://laohu8.com/S/Z\">Zillow</a>这家在线房地产公司告诉彭博社，今年剩余时间不会购买房屋，称其“超出了运营能力”，早盘交易中股价下跌超过11%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0f9f19862649f5b746719782994812fd\" tg-width=\"1043\" tg-height=\"566\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Related:</b>&nbsp;<b>Zillow Gets Outplayed at Its Own Game</b></p><p><blockquote><b>相关：</b> <b>Zillow在自己的游戏中被击败</b></blockquote></p><p> Zillow, it seems, has over-flipped.</p><p><blockquote>Zillow似乎已经过度翻转了。</blockquote></p><p> The company that has prided itself on its technology to outsource a lot of human work is suddenly referring the work right back to humans. Zillow Group’s automated home-flipping business has stopped pursuing new home acquisitions temporarily, Bloomberg reported on Sunday. In a statement for this article, a Zillow spokesperson said in an email it is “beyond operational capacity in [its] Zillow Offers business.” Zillow said it is now connecting homeowners looking to sell their home to its local Premier Agent partners.</p><p><blockquote>这家以其外包大量人类工作的技术而自豪的公司突然将工作重新交给了人类。据彭博社周日报道，Zillow Group的自动化房屋翻转业务已暂时停止寻求新房收购。在本文的一份声明中，Zillow发言人在一封电子邮件中表示，Zillow提供的业务“超出了运营能力”。Zillow表示，它现在正在将希望将房屋出售给当地顶级代理合作伙伴的房主联系起来。</blockquote></p><p> The pause seems to be a case of poor planning—a surprising lapse for a company that has been in the online real-estate business for nearly 17 years. Rather than a cash issue, Zillow is saying it experienced supply constraints having to do with on-the-ground workers and vendors. Leave it to atechnology companyto develop an algorithm to predict home values, but mismanage the human aspect of its business.</p><p><blockquote>这一暂停似乎是规划不周的一个例子——对于一家从事在线房地产业务近17年的公司来说，这是一个令人惊讶的失误。Zillow表示，它遇到的不是现金问题，而是与现场工人和供应商有关的供应限制。让科技公司开发一种预测房屋价值的算法，但对其业务的人的方面管理不善。</blockquote></p><p> To add insult to injury, Zillow’s biggest competitor seems to be handling high volumes just fine.Opendoor TechnologiesOPEN+2.52%said it is “open for business and continues to scale and grow,” noting it has worked hard over the past seven years to ensure it can continue to deliver as it expands. While Zillow long predates Opendoor as a company, it mainly offered an online marketing platform for agents before adding iBuying in 2018.</p><p><blockquote>雪上加霜的是，Zillow最大的竞争对手似乎处理高销量还不错。Opendoor TechnologiesOPEN+2.52%表示，该公司“已开始营业，并继续扩大规模和增长”，并指出该公司在过去七年中一直在努力确保随着扩张它可以继续提供服务。虽然Zillow作为一家公司早于Opendoor，但在2018年加入iBuying之前，它主要为代理商提供在线营销平台。</blockquote></p><p> Zillow said it purchased a record number of homes in the second quarter at 3,805, but that still paled in comparison to the 8,494 homes Opendoor purchased in the same period. It doesn’t seem as though the near-term business hascompletely flopped: The company says it is continuing to process the purchases of homes from sellers who are already under contract as quickly as possible. That means home purchases could still continue to grow sequentially in the fourth quarter, even with the pause. Zillow hasn’t publicly commented on its fourth-quarter buying forecast, but has said its third-quarter outlook implies a “step up” in purchase activity.</p><p><blockquote>Zillow表示，第二季度购买了创纪录的3,805套房屋，但与Opendoor同期购买的8,494套房屋相比，这一数字仍然相形见绌。近期业务似乎并没有完全失败：该公司表示，它将继续尽快处理已签订合同的卖家购买的房屋。这意味着即使暂停，第四季度的购房仍可能继续环比增长。Zillow尚未公开评论其第四季度的购买预测，但表示其第三季度的前景意味着购买活动将“加速”。</blockquote></p><p> Rather than flip out, iBuying investors may want to look at Zillow’s news as an opportunity for its competitors. Opendoor is now active in 44 markets, including all but two of Zillow’s 25 markets. Zillow’s pause therefore spells a golden opportunity for Opendoor. Zillow hasn’t yet said when it will resume new home purchases, but an email from a Zillow Offers Advisor to an agent seen by the Journal suggests the pause will last through the end of 2021 at the least.</p><p><blockquote>iBuying投资者可能不会惊慌失措，而是希望将Zillow的消息视为其竞争对手的机会。Opendoor目前活跃在44个市场，包括Zillow 25个市场中除两个市场外的所有市场。因此，Zillow的暂停对Opendoor来说意味着一个千载难逢的机会。Zillow尚未表示何时恢复新房购买，但《华尔街日报》看到的Zillow Offers顾问发给经纪人的一封电子邮件表明，暂停将至少持续到2021年底。</blockquote></p><p> Zillow’s mismanagement also highlights a key strength for smaller competitorOfferpad Solutions.OPAD+0.73%Led by a former real-estate agent, that company has longtouted its ground game. Offerpad, which is now a publicly traded company after closing its merger with a special-purpose acquisition company in September, seems to have been ahead of the curve in terms of understanding how many workers to employ and where, which repairs need to get done and how to execute them efficiently. An analysis by BTIG Research shows Offerpad’s contribution profit per home sold was over 4.7 times that of Zillow’s last year.</p><p><blockquote>Zillow的管理不善也凸显了规模较小的竞争对手Offerpad Solutions的一个关键优势。该公司由一位前房地产经纪人领导，长期以来一直吹捧其地面游戏。Offerpad在9月份完成了与一家特殊目的收购公司的合并后，现在是一家上市公司，在了解雇用多少工人、在哪里、需要进行哪些维修以及如何有效地执行这些维修方面，它似乎已经走在了潮流的前面。BTIG Research的一项分析显示，Offerpad每售出一套房屋的贡献利润是Zillow去年的4.7倍以上。</blockquote></p><p> But the news is also a signal that investors may want to start to tread more lightly around what has thus far been a banner year for the sector. The reality is that iBuyers have incredible amounts of market data, can plan acquisitions and inventory months in advance and have a number of levers to pull to slow or accelerate the business, according to Mike DelPrete, a real estate tech strategist and scholar-in-residence at the University of Colorado Boulder. Given that, it is unusual that Zillow’s pause happened so suddenly and across all its markets.</p><p><blockquote>但这一消息也是一个信号，表明投资者可能希望开始对该行业迄今为止表现出色的一年采取更轻松的态度。房地产技术策略师兼学者迈克·德尔普雷特(Mike DelPrete)表示，现实情况是，iBuyers拥有令人难以置信的大量市场数据，可以提前几个月计划收购和库存，并拥有许多杠杆来减缓或加速业务。科罗拉多大学博尔德分校的住院医师。有鉴于此，Zillow的暂停发生得如此突然且遍及其所有市场是不寻常的。</blockquote></p><p> The U.S. real-estate market has finallystarted to cool a bit. On Friday, Redfin reported the median home sale price rose 14% year-over-year in September—the lowest growth rate since December 2020. Meanwhile, closed home sales and new listings of homes for sale both fell from a year earlier, by 5% and 9% respectively.</p><p><blockquote>美国房地产市场终于开始降温。周五，Redfin报告称，9月份房屋销售价格中位数同比上涨14%，为2020年12月以来的最低增长率。与此同时，已完成房屋销售和新挂牌待售房屋均较上年同期下降，分别下降5%和9%。</blockquote></p><p> Thus far, no other major iBuyer has said it was pausing new acquisitions this year. As Mr. DelPrete notes, it is possible Opendoor and Offerpad began to slow their own buying commitments as the market started to change, whileZillow missed the signs. More likely, Zillow, which has consistently prophesied what it calls the “Great Reshuffling” amid a permanence in remote work, just neglected to do its own reshuffling on the ground.</p><p><blockquote>到目前为止，还没有其他主要iBuyer表示今年将暂停新的收购。正如DelPrete先生指出的那样，随着市场开始发生变化，Opendoor和Offerpad可能开始放慢自己的购买承诺，而Zillow则错过了这些迹象。更有可能的是，Zillow一直预言在远程工作的持久性中进行评级的“大洗牌”，只是忽略了在地面上进行自己的洗牌。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z":"Zillow"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115206110","content_text":"Zillow slipped over 11% in early trading after after the online real-estate company told Bloomberg that it won’t purchase homes for the rest of the year, saying that it was “beyond operational capacity.”\n\nRelated: Zillow Gets Outplayed at Its Own Game\nZillow, it seems, has over-flipped.\nThe company that has prided itself on its technology to outsource a lot of human work is suddenly referring the work right back to humans. Zillow Group’s automated home-flipping business has stopped pursuing new home acquisitions temporarily, Bloomberg reported on Sunday. In a statement for this article, a Zillow spokesperson said in an email it is “beyond operational capacity in [its] Zillow Offers business.” Zillow said it is now connecting homeowners looking to sell their home to its local Premier Agent partners.\nThe pause seems to be a case of poor planning—a surprising lapse for a company that has been in the online real-estate business for nearly 17 years. Rather than a cash issue, Zillow is saying it experienced supply constraints having to do with on-the-ground workers and vendors. Leave it to atechnology companyto develop an algorithm to predict home values, but mismanage the human aspect of its business.\nTo add insult to injury, Zillow’s biggest competitor seems to be handling high volumes just fine.Opendoor TechnologiesOPEN+2.52%said it is “open for business and continues to scale and grow,” noting it has worked hard over the past seven years to ensure it can continue to deliver as it expands. While Zillow long predates Opendoor as a company, it mainly offered an online marketing platform for agents before adding iBuying in 2018.\nZillow said it purchased a record number of homes in the second quarter at 3,805, but that still paled in comparison to the 8,494 homes Opendoor purchased in the same period. It doesn’t seem as though the near-term business hascompletely flopped: The company says it is continuing to process the purchases of homes from sellers who are already under contract as quickly as possible. That means home purchases could still continue to grow sequentially in the fourth quarter, even with the pause. Zillow hasn’t publicly commented on its fourth-quarter buying forecast, but has said its third-quarter outlook implies a “step up” in purchase activity.\nRather than flip out, iBuying investors may want to look at Zillow’s news as an opportunity for its competitors. Opendoor is now active in 44 markets, including all but two of Zillow’s 25 markets. Zillow’s pause therefore spells a golden opportunity for Opendoor. Zillow hasn’t yet said when it will resume new home purchases, but an email from a Zillow Offers Advisor to an agent seen by the Journal suggests the pause will last through the end of 2021 at the least.\nZillow’s mismanagement also highlights a key strength for smaller competitorOfferpad Solutions.OPAD+0.73%Led by a former real-estate agent, that company has longtouted its ground game. Offerpad, which is now a publicly traded company after closing its merger with a special-purpose acquisition company in September, seems to have been ahead of the curve in terms of understanding how many workers to employ and where, which repairs need to get done and how to execute them efficiently. An analysis by BTIG Research shows Offerpad’s contribution profit per home sold was over 4.7 times that of Zillow’s last year.\nBut the news is also a signal that investors may want to start to tread more lightly around what has thus far been a banner year for the sector. The reality is that iBuyers have incredible amounts of market data, can plan acquisitions and inventory months in advance and have a number of levers to pull to slow or accelerate the business, according to Mike DelPrete, a real estate tech strategist and scholar-in-residence at the University of Colorado Boulder. Given that, it is unusual that Zillow’s pause happened so suddenly and across all its markets.\nThe U.S. real-estate market has finallystarted to cool a bit. On Friday, Redfin reported the median home sale price rose 14% year-over-year in September—the lowest growth rate since December 2020. Meanwhile, closed home sales and new listings of homes for sale both fell from a year earlier, by 5% and 9% respectively.\nThus far, no other major iBuyer has said it was pausing new acquisitions this year. As Mr. DelPrete notes, it is possible Opendoor and Offerpad began to slow their own buying commitments as the market started to change, whileZillow missed the signs. More likely, Zillow, which has consistently prophesied what it calls the “Great Reshuffling” amid a permanence in remote work, just neglected to do its own reshuffling on the ground.","news_type":1,"symbols_score_info":{"Z":0.9}},"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888421463,"gmtCreate":1631520725352,"gmtModify":1631884175898,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580292313126530","authorIdStr":"3580292313126530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>yes! Abit more&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>yes! Abit more&nbsp;","text":"$AMC Entertainment(AMC)$yes! Abit more","images":[{"img":"https://static.tigerbbs.com/0ef5fd5008e4e7110a32a49b0b1f500e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888421463","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":868373093,"gmtCreate":1632615479312,"gmtModify":1632652753577,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580292313126530","authorIdStr":"3580292313126530"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/868373093","repostId":"1149730497","repostType":4,"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869962720,"gmtCreate":1632236276160,"gmtModify":1632801859002,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580292313126530","authorIdStr":"3580292313126530"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/869962720","repostId":"1184803643","repostType":4,"repost":{"id":"1184803643","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":1632235583,"share":"https://www.laohu8.com/m/news/1184803643?lang=zh_CN&edition=full","pubTime":"2021-09-21 22:46","market":"other","language":"en","title":"Upstart jumped nearly 7% and reached record high<blockquote>Upstart大涨近7%创历史新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184803643","media":"Tiger Newspress","summary":"(Sept 21) Upstart Holdings, Inc. jumped nearly 7% and reached record high. WSFS Bank Launches Digita","content":"<p>(Sept 21)&nbsp;<b><a href=\"https://laohu8.com/S/UPST\">Upstart Holdings, Inc.</a> </b>jumped nearly 7% and reached record high.&nbsp;WSFS Bank Launches Digital Personal Loans Platform, Powered by Upstart.</p><p><blockquote>（9月21日）<b><a href=\"https://laohu8.com/S/UPST\">新贵控股公司。</a></b>涨近7%创历史新高WSFS银行推出数字个人贷款平台，由Upstart提供支持。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5986d21fffee8df850035daa0be678b7\" tg-width=\"1184\" tg-height=\"584\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), today announced it has launched a digital personal loans product powered by Upstart, (NASDAQ: UPST), a leading artificial intelligence (AI) lending platform. WSFS’s partnership with Upstart expands the Bank’spersonal loan offeringsto a wider, more inclusive Customer base while diversifying its business and creating more digital-friendly Customer experiences.</p><p><blockquote>WSFS金融公司（纳斯达克：WSFS）的主要子公司WSFS银行今天宣布推出由领先的人工智能(AI)贷款平台Upstart（纳斯达克：UPST）提供支持的数字个人贷款产品。WSFS与Upstart的合作将该银行的个人贷款产品扩展到更广泛、更具包容性的客户群，同时实现业务多元化并创造更加数字友好的客户体验。</blockquote></p><p> “WSFS Bank is excited to partner with Upstart, combining their leading technology with our nearly 200 years of experience as a service-oriented, locally-managed bank, to deliver a fast, easy experience to reach and serve our Customers wherever they are,\" said Jim Wechsler, Senior Vice President, Chief Retail Lending Officer at WSFS Bank. “With Upstart’s platform, we’re continuing our Delivery Transformation, an investment in our technology and delivery systems to meet the evolving needs of our Customers. Through this partnership, we’re providing a more affordable personal loan solution that meets the unique needs of our diverse communities across the Greater Philadelphia and Delaware region.”</p><p><blockquote>“WSFS银行很高兴与Upstart合作，将他们的领先技术与我们作为一家以服务为导向、本地管理的银行近200年的经验相结合，提供快速、轻松的体验，无论客户身在何处，都可以接触和服务他们，”WSFS银行高级副总裁兼首席零售贷款官Jim Wechsler说道。“借助Upstart的平台，我们将继续进行交付转型，对我们的技术和交付系统进行投资，以满足客户不断变化的需求。通过这种合作伙伴关系，我们将提供更实惠的个人贷款解决方案，满足客户的独特需求我们遍布大费城和特拉华地区的多元化社区。”</blockquote></p><p> “We’re excited that WSFS Bank has chosen to partner with Upstart to serve the banking needs of its communities,” said Michael Lock, SVP of Lending Partnerships for Upstart. “Through our partnership, WSFS Bank is now able to reach and approve more creditworthy borrowers while delivering a seamless, digital experience on its own banking website.”</p><p><blockquote>Upstart贷款合作伙伴高级副总裁Michael Lock表示：“我们很高兴WSFS银行选择与Upstart合作，满足其社区的银行需求。”“通过我们的合作，WSFS银行现在能够接触和批准更多信誉良好的借款人，同时在自己的银行网站上提供无缝的数字体验。”</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>Upstart jumped nearly 7% and reached record high<blockquote>Upstart大涨近7%创历史新高</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUpstart jumped nearly 7% and reached record high<blockquote>Upstart大涨近7%创历史新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-21 22:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Sept 21)&nbsp;<b><a href=\"https://laohu8.com/S/UPST\">Upstart Holdings, Inc.</a> </b>jumped nearly 7% and reached record high.&nbsp;WSFS Bank Launches Digital Personal Loans Platform, Powered by Upstart.</p><p><blockquote>（9月21日）<b><a href=\"https://laohu8.com/S/UPST\">新贵控股公司。</a></b>涨近7%创历史新高WSFS银行推出数字个人贷款平台，由Upstart提供支持。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5986d21fffee8df850035daa0be678b7\" tg-width=\"1184\" tg-height=\"584\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), today announced it has launched a digital personal loans product powered by Upstart, (NASDAQ: UPST), a leading artificial intelligence (AI) lending platform. WSFS’s partnership with Upstart expands the Bank’spersonal loan offeringsto a wider, more inclusive Customer base while diversifying its business and creating more digital-friendly Customer experiences.</p><p><blockquote>WSFS金融公司（纳斯达克：WSFS）的主要子公司WSFS银行今天宣布推出由领先的人工智能(AI)贷款平台Upstart（纳斯达克：UPST）提供支持的数字个人贷款产品。WSFS与Upstart的合作将该银行的个人贷款产品扩展到更广泛、更具包容性的客户群，同时实现业务多元化并创造更加数字友好的客户体验。</blockquote></p><p> “WSFS Bank is excited to partner with Upstart, combining their leading technology with our nearly 200 years of experience as a service-oriented, locally-managed bank, to deliver a fast, easy experience to reach and serve our Customers wherever they are,\" said Jim Wechsler, Senior Vice President, Chief Retail Lending Officer at WSFS Bank. “With Upstart’s platform, we’re continuing our Delivery Transformation, an investment in our technology and delivery systems to meet the evolving needs of our Customers. Through this partnership, we’re providing a more affordable personal loan solution that meets the unique needs of our diverse communities across the Greater Philadelphia and Delaware region.”</p><p><blockquote>“WSFS银行很高兴与Upstart合作，将他们的领先技术与我们作为一家以服务为导向、本地管理的银行近200年的经验相结合，提供快速、轻松的体验，无论客户身在何处，都可以接触和服务他们，”WSFS银行高级副总裁兼首席零售贷款官Jim Wechsler说道。“借助Upstart的平台，我们将继续进行交付转型，对我们的技术和交付系统进行投资，以满足客户不断变化的需求。通过这种合作伙伴关系，我们将提供更实惠的个人贷款解决方案，满足客户的独特需求我们遍布大费城和特拉华地区的多元化社区。”</blockquote></p><p> “We’re excited that WSFS Bank has chosen to partner with Upstart to serve the banking needs of its communities,” said Michael Lock, SVP of Lending Partnerships for Upstart. “Through our partnership, WSFS Bank is now able to reach and approve more creditworthy borrowers while delivering a seamless, digital experience on its own banking website.”</p><p><blockquote>Upstart贷款合作伙伴高级副总裁Michael Lock表示：“我们很高兴WSFS银行选择与Upstart合作，满足其社区的银行需求。”“通过我们的合作，WSFS银行现在能够接触和批准更多信誉良好的借款人，同时在自己的银行网站上提供无缝的数字体验。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DLR":"数字房地产信托公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184803643","content_text":"(Sept 21) Upstart Holdings, Inc. jumped nearly 7% and reached record high. WSFS Bank Launches Digital Personal Loans Platform, Powered by Upstart.\n\nWSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), today announced it has launched a digital personal loans product powered by Upstart, (NASDAQ: UPST), a leading artificial intelligence (AI) lending platform. WSFS’s partnership with Upstart expands the Bank’spersonal loan offeringsto a wider, more inclusive Customer base while diversifying its business and creating more digital-friendly Customer experiences.\n“WSFS Bank is excited to partner with Upstart, combining their leading technology with our nearly 200 years of experience as a service-oriented, locally-managed bank, to deliver a fast, easy experience to reach and serve our Customers wherever they are,\" said Jim Wechsler, Senior Vice President, Chief Retail Lending Officer at WSFS Bank. “With Upstart’s platform, we’re continuing our Delivery Transformation, an investment in our technology and delivery systems to meet the evolving needs of our Customers. Through this partnership, we’re providing a more affordable personal loan solution that meets the unique needs of our diverse communities across the Greater Philadelphia and Delaware region.”\n“We’re excited that WSFS Bank has chosen to partner with Upstart to serve the banking needs of its communities,” said Michael Lock, SVP of Lending Partnerships for Upstart. “Through our partnership, WSFS Bank is now able to reach and approve more creditworthy borrowers while delivering a seamless, digital experience on its own banking website.”","news_type":1,"symbols_score_info":{"DLR":0.9}},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":856086989,"gmtCreate":1635129925723,"gmtModify":1635130046468,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580292313126530","authorIdStr":"3580292313126530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>[难过]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>[难过]&nbsp;","text":"$Tiger Brokers(TIGR)$[难过]","images":[{"img":"https://static.tigerbbs.com/2c7fdccec417b0cbaacf7056c83aec39","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/856086989","isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":881382494,"gmtCreate":1631293246018,"gmtModify":1631884398069,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580292313126530","authorIdStr":"3580292313126530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>just a little bit more","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>just a little bit more","text":"$AMC Entertainment(AMC)$just a little bit more","images":[{"img":"https://static.tigerbbs.com/56b2e1c102fd171a7c057bdb7584b6dc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/881382494","isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":174910404,"gmtCreate":1627056937108,"gmtModify":1633768345935,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580292313126530","authorIdStr":"3580292313126530"},"themes":[],"htmlText":"🥴","listText":"🥴","text":"🥴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174910404","repostId":"2153983997","repostType":4,"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":873018550,"gmtCreate":1636794791278,"gmtModify":1636794791347,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580292313126530","authorIdStr":"3580292313126530"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873018550","repostId":"1102251183","repostType":4,"repost":{"id":"1102251183","kind":"news","pubTimestamp":1636772424,"share":"https://www.laohu8.com/m/news/1102251183?lang=zh_CN&edition=full","pubTime":"2021-11-13 11:00","market":"us","language":"en","title":"Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示其研发实力雄厚。这对该股来说是一个好兆头。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102251183","media":"Barrons","summary":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Mo","content":"<p>Pfizer’s&nbsp;chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p><p><blockquote>周一早上，辉瑞公司首席科学官米凯尔·多尔斯滕(Mikael Dolsten)接到电话时，听起来很头晕。就在几天前，他的公司宣布其Covid-19抗病毒药物将高危成年人的住院风险降低了89%。</blockquote></p><p> “It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p><p><blockquote>多尔斯滕说：“你能够打破这种类型的世界纪录，同时偶然获得大满贯，这不可能只是一件随机的事情。”他在试图说明辉瑞的双重胜利：在短短10个月内开发出了一种效果惊人的Covid-19疫苗，一年后又开发出了一种同样令人惊叹的Covid-19抗病毒药物。</blockquote></p><p> Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p><p><blockquote>两年前，辉瑞（股票代码：PFE）首席执行官阿尔伯特·布尔拉（Albert Bourla）要求投资者对多尔斯滕十多年来重建的研发业务进行豪赌。这个赌注看起来比以往任何时候都更聪明。</blockquote></p><p> Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p><p><blockquote>Bourla已经摆脱了辉瑞的非专利药物部门及其最后的消费者健康产品，留下了一家纯粹的生物制药公司，该公司的生死存亡都取决于Dolsten的科学实力。</blockquote></p><p> In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p><p><blockquote>在2019年11月的一篇封面报道中，<i>巴伦周刊</i>认为布尔拉和多尔斯滕可以成功。</blockquote></p><p> The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p><p><blockquote>新的抗病毒数据再次证实了辉瑞的理由<i>巴伦周刊</i>两年前做的。然而，随着对全球疫苗分配不平等的批评越来越多，继续从大流行中获利会带来新的风险。在全球超过70亿剂疫苗中，低收入国家仅占不到1%。如果辉瑞抗病毒药物的分销继续有利于富裕国家，该公司的股票最终可能会受到影响。</blockquote></p><p> Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like&nbsp;Johnson &amp; Johnson&nbsp;(JNJ) and&nbsp;Eli Lilly&nbsp;(LLY).</p><p><blockquote>数据公布当天，辉瑞股价飙升10.9%，创下至少20年来的最佳单日表现。尽管如此，由于该股目前易手价格约为50美元，投资者继续低估该公司的价值。投资者对辉瑞的定价是明年预期收益的12倍，低于强生(JNJ)和礼来(LLY)等同行。</blockquote></p><p> The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p><p><blockquote>辉瑞的折扣可归因于对该制药商在本世纪末面临专利悬崖的担忧。该公司将失去对少数年收入数十亿美元的药物的独家经营权。</blockquote></p><p> The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p><p><blockquote>这些担忧是合理的，但辉瑞的科学政变应该让投资者相信该公司的科学能够安全地越过悬崖。市场可能需要时间才能赶上，但对于长期投资者来说，这是一个充满希望的机会。</blockquote></p><p> The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p><p><blockquote>抗病毒药物的成功是辉瑞科学实力的最佳例证。</blockquote></p><p> While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech&nbsp;BioNTech&nbsp;(BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p><p><blockquote>虽然辉瑞的新冠肺炎疫苗来自德国生物技术公司BioNTech(BNTX)的实验室，但新的新冠肺炎抗病毒药物是由多尔斯滕所说的辉瑞位于美国东北部实验室的科学家“梦之队”研制出来的。</blockquote></p><p> In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p><p><blockquote>在大流行的早期，辉瑞公司将其工作分为与BioNTech在疫苗上的合作和对Covid-19药丸的探索。疫苗工作规模巨大；多尔斯滕称之为横跨大西洋的“巨型团队”。</blockquote></p><p> The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p><p><blockquote>抗病毒项目规模要小得多——一组辉瑞专家利用疫苗推广剩余的资源进行运营。</blockquote></p><p> “The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p><p><blockquote>“小分子更像是一个灵活、专注于激光的高端团队，拥有相当适中的资源，”多尔斯滕说。</blockquote></p><p> Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p><p><blockquote>多尔斯滕召集了辉瑞公司一些最有经验的科学家参与抗病毒项目，其中包括药物设计主管夏洛特·阿勒顿。科学家们从辉瑞公司多年前在一种叫做蛋白酶抑制剂的抗病毒药物上所做的工作开始。</blockquote></p><p> “[Pfizer’s] pharmaceutical R&amp;D is better than people had thought.”</p><p><blockquote>“（辉瑞的）制药研发比人们想象的要好。”</blockquote></p><p> The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p><p><blockquote>然而，辉瑞文库中的蛋白酶抑制剂已经静脉内施用，并且当口服递送时效果不佳。该团队必须弄清楚如何使药物适应口服给药，这是一项艰巨的任务。</blockquote></p><p> “They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p><p><blockquote>“他们必须真正创造很多新的化学反应，”多尔斯滕说。科学家们创造了600种化合物来确定正确的药物，这个过程通常可能需要数年时间，但他们在几个月内就完成了。“在这里，四年变成了四个月，”他说。</blockquote></p><p> Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from&nbsp;Merck&nbsp;(MRK).</p><p><blockquote>辉瑞公司于三月份开始在人体中测试这种药物。该公司目前正在进行该药物的多项2/3期试验，包括一项针对高风险患者，一项针对非高风险患者，以及一项针对接触过病毒但尚未患病的患者的预防试验。在第一次读数中，该药物看起来比默克公司(MRK)的新冠治疗药物有效得多。</blockquote></p><p> “It definitely helps prove the point that [Pfizer’s] pharmaceutical R&amp;D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p><p><blockquote>Cantor Fitzgerald分析师Louise Chen表示：“这无疑有助于证明辉瑞的制药研发比人们想象的要好。”她对该股给予跑赢大盘评级，目标价为61美元。</blockquote></p><p></p><p> Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p><p><blockquote>陈表示，在Covid-19疫苗和药丸销售的持久性更加明确以及其余产品得到证实之前，她预计投资者不会接受她的想法。</blockquote></p><p> “There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p><p><blockquote>“我认为没有一个事件会引发该股下一个级别的重新评级，”她说。“在这些事情发生之前，我认为不一定会发生。”</blockquote></p><p> That makes a bet on Pfizer a long-term play. In the meantime, the experience of&nbsp;Moderna&nbsp;(MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p><p><blockquote>这使得对辉瑞的押注成为一项长期投资。与此同时，Moderna(MRNA)最近几周的经历凸显了疫苗制造商因疫苗分配不平等而受到审查的可能性。</blockquote></p><p> Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p><p><blockquote>拜登政府官员对Moderna越来越失望，呼吁该公司提高产量，以便能够以非营利价格向低收入国家提供更多剂量，一位高级官员呼吁该公司“挺身而出”。</blockquote></p><p> Moderna shares are down more than 40% over the past three months.</p><p><blockquote>Moderna股价在过去三个月下跌了40%以上。</blockquote></p><p> As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p><p><blockquote>随着疫情的持续，辉瑞面临着侵蚀大约一年前推出Covid-19疫苗时赢得的巨大商誉的风险。本月早些时候，辉瑞首席执行官布尔拉指责低收入国家疫苗分配不公平，告诉<i>巴伦周刊</i>没有下订单是他们的错。辉瑞公司已以非营利价格向美国出售了10亿剂疫苗，捐赠给贫穷国家，并表示到明年年底将向中低收入国家提供总计至少20亿剂疫苗。</blockquote></p><p> When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p><p><blockquote>在抗病毒药物方面，辉瑞仅表示将为较贫穷国家提供分级定价，与其疫苗采取的方法相同。</blockquote></p><p> That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p><p><blockquote>这与默克公司向贫穷国家提供自己的Covid-19药丸的计划形成鲜明对比。默克公司已与一个联合国支持的组织签署了一项协议，允许其药丸在全球范围内获得许可，无需向默克公司支付特许权使用费。</blockquote></p><p> Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p><p><blockquote>多尔斯滕表示，辉瑞正在考虑根据与默克类似的机制许可其药物。“我们将考虑这些选择，”他说。“我们绝不是说我们会做一些不同的事情。我们只是想确保参与其中的人都能获得这样做的建议和技能。”</blockquote></p><p> Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p><p><blockquote>这样的一步来得太快了。上月底，活动人士在布尔拉家外抗议，呼吁辉瑞分享其疫苗制造技术，并在富裕国家之前完成低收入国家的订单。</blockquote></p><p> An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p><p><blockquote>分享其抗病毒药物的积极计划将有助于避免此类批评，使辉瑞公司相对受到华盛顿的青睐，并使其令人印象深刻的科学知识继续推动股价走高。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示其研发实力雄厚。这对该股来说是一个好兆头。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示其研发实力雄厚。这对该股来说是一个好兆头。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-13 11:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pfizer’s&nbsp;chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p><p><blockquote>周一早上，辉瑞公司首席科学官米凯尔·多尔斯滕(Mikael Dolsten)接到电话时，听起来很头晕。就在几天前，他的公司宣布其Covid-19抗病毒药物将高危成年人的住院风险降低了89%。</blockquote></p><p> “It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p><p><blockquote>多尔斯滕说：“你能够打破这种类型的世界纪录，同时偶然获得大满贯，这不可能只是一件随机的事情。”他在试图说明辉瑞的双重胜利：在短短10个月内开发出了一种效果惊人的Covid-19疫苗，一年后又开发出了一种同样令人惊叹的Covid-19抗病毒药物。</blockquote></p><p> Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p><p><blockquote>两年前，辉瑞（股票代码：PFE）首席执行官阿尔伯特·布尔拉（Albert Bourla）要求投资者对多尔斯滕十多年来重建的研发业务进行豪赌。这个赌注看起来比以往任何时候都更聪明。</blockquote></p><p> Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p><p><blockquote>Bourla已经摆脱了辉瑞的非专利药物部门及其最后的消费者健康产品，留下了一家纯粹的生物制药公司，该公司的生死存亡都取决于Dolsten的科学实力。</blockquote></p><p> In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p><p><blockquote>在2019年11月的一篇封面报道中，<i>巴伦周刊</i>认为布尔拉和多尔斯滕可以成功。</blockquote></p><p> The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p><p><blockquote>新的抗病毒数据再次证实了辉瑞的理由<i>巴伦周刊</i>两年前做的。然而，随着对全球疫苗分配不平等的批评越来越多，继续从大流行中获利会带来新的风险。在全球超过70亿剂疫苗中，低收入国家仅占不到1%。如果辉瑞抗病毒药物的分销继续有利于富裕国家，该公司的股票最终可能会受到影响。</blockquote></p><p> Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like&nbsp;Johnson &amp; Johnson&nbsp;(JNJ) and&nbsp;Eli Lilly&nbsp;(LLY).</p><p><blockquote>数据公布当天，辉瑞股价飙升10.9%，创下至少20年来的最佳单日表现。尽管如此，由于该股目前易手价格约为50美元，投资者继续低估该公司的价值。投资者对辉瑞的定价是明年预期收益的12倍，低于强生(JNJ)和礼来(LLY)等同行。</blockquote></p><p> The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p><p><blockquote>辉瑞的折扣可归因于对该制药商在本世纪末面临专利悬崖的担忧。该公司将失去对少数年收入数十亿美元的药物的独家经营权。</blockquote></p><p> The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p><p><blockquote>这些担忧是合理的，但辉瑞的科学政变应该让投资者相信该公司的科学能够安全地越过悬崖。市场可能需要时间才能赶上，但对于长期投资者来说，这是一个充满希望的机会。</blockquote></p><p> The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p><p><blockquote>抗病毒药物的成功是辉瑞科学实力的最佳例证。</blockquote></p><p> While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech&nbsp;BioNTech&nbsp;(BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p><p><blockquote>虽然辉瑞的新冠肺炎疫苗来自德国生物技术公司BioNTech(BNTX)的实验室，但新的新冠肺炎抗病毒药物是由多尔斯滕所说的辉瑞位于美国东北部实验室的科学家“梦之队”研制出来的。</blockquote></p><p> In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p><p><blockquote>在大流行的早期，辉瑞公司将其工作分为与BioNTech在疫苗上的合作和对Covid-19药丸的探索。疫苗工作规模巨大；多尔斯滕称之为横跨大西洋的“巨型团队”。</blockquote></p><p> The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p><p><blockquote>抗病毒项目规模要小得多——一组辉瑞专家利用疫苗推广剩余的资源进行运营。</blockquote></p><p> “The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p><p><blockquote>“小分子更像是一个灵活、专注于激光的高端团队，拥有相当适中的资源，”多尔斯滕说。</blockquote></p><p> Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p><p><blockquote>多尔斯滕召集了辉瑞公司一些最有经验的科学家参与抗病毒项目，其中包括药物设计主管夏洛特·阿勒顿。科学家们从辉瑞公司多年前在一种叫做蛋白酶抑制剂的抗病毒药物上所做的工作开始。</blockquote></p><p> “[Pfizer’s] pharmaceutical R&amp;D is better than people had thought.”</p><p><blockquote>“（辉瑞的）制药研发比人们想象的要好。”</blockquote></p><p> The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p><p><blockquote>然而，辉瑞文库中的蛋白酶抑制剂已经静脉内施用，并且当口服递送时效果不佳。该团队必须弄清楚如何使药物适应口服给药，这是一项艰巨的任务。</blockquote></p><p> “They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p><p><blockquote>“他们必须真正创造很多新的化学反应，”多尔斯滕说。科学家们创造了600种化合物来确定正确的药物，这个过程通常可能需要数年时间，但他们在几个月内就完成了。“在这里，四年变成了四个月，”他说。</blockquote></p><p> Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from&nbsp;Merck&nbsp;(MRK).</p><p><blockquote>辉瑞公司于三月份开始在人体中测试这种药物。该公司目前正在进行该药物的多项2/3期试验，包括一项针对高风险患者，一项针对非高风险患者，以及一项针对接触过病毒但尚未患病的患者的预防试验。在第一次读数中，该药物看起来比默克公司(MRK)的新冠治疗药物有效得多。</blockquote></p><p> “It definitely helps prove the point that [Pfizer’s] pharmaceutical R&amp;D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p><p><blockquote>Cantor Fitzgerald分析师Louise Chen表示：“这无疑有助于证明辉瑞的制药研发比人们想象的要好。”她对该股给予跑赢大盘评级，目标价为61美元。</blockquote></p><p></p><p> Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p><p><blockquote>陈表示，在Covid-19疫苗和药丸销售的持久性更加明确以及其余产品得到证实之前，她预计投资者不会接受她的想法。</blockquote></p><p> “There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p><p><blockquote>“我认为没有一个事件会引发该股下一个级别的重新评级，”她说。“在这些事情发生之前，我认为不一定会发生。”</blockquote></p><p> That makes a bet on Pfizer a long-term play. In the meantime, the experience of&nbsp;Moderna&nbsp;(MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p><p><blockquote>这使得对辉瑞的押注成为一项长期投资。与此同时，Moderna(MRNA)最近几周的经历凸显了疫苗制造商因疫苗分配不平等而受到审查的可能性。</blockquote></p><p> Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p><p><blockquote>拜登政府官员对Moderna越来越失望，呼吁该公司提高产量，以便能够以非营利价格向低收入国家提供更多剂量，一位高级官员呼吁该公司“挺身而出”。</blockquote></p><p> Moderna shares are down more than 40% over the past three months.</p><p><blockquote>Moderna股价在过去三个月下跌了40%以上。</blockquote></p><p> As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p><p><blockquote>随着疫情的持续，辉瑞面临着侵蚀大约一年前推出Covid-19疫苗时赢得的巨大商誉的风险。本月早些时候，辉瑞首席执行官布尔拉指责低收入国家疫苗分配不公平，告诉<i>巴伦周刊</i>没有下订单是他们的错。辉瑞公司已以非营利价格向美国出售了10亿剂疫苗，捐赠给贫穷国家，并表示到明年年底将向中低收入国家提供总计至少20亿剂疫苗。</blockquote></p><p> When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p><p><blockquote>在抗病毒药物方面，辉瑞仅表示将为较贫穷国家提供分级定价，与其疫苗采取的方法相同。</blockquote></p><p> That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p><p><blockquote>这与默克公司向贫穷国家提供自己的Covid-19药丸的计划形成鲜明对比。默克公司已与一个联合国支持的组织签署了一项协议，允许其药丸在全球范围内获得许可，无需向默克公司支付特许权使用费。</blockquote></p><p> Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p><p><blockquote>多尔斯滕表示，辉瑞正在考虑根据与默克类似的机制许可其药物。“我们将考虑这些选择，”他说。“我们绝不是说我们会做一些不同的事情。我们只是想确保参与其中的人都能获得这样做的建议和技能。”</blockquote></p><p> Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p><p><blockquote>这样的一步来得太快了。上月底，活动人士在布尔拉家外抗议，呼吁辉瑞分享其疫苗制造技术，并在富裕国家之前完成低收入国家的订单。</blockquote></p><p> An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p><p><blockquote>分享其抗病毒药物的积极计划将有助于避免此类批评，使辉瑞公司相对受到华盛顿的青睐，并使其令人印象深刻的科学知识继续推动股价走高。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102251183","content_text":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.\n“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.\nTwo years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.\nBourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.\nIn a cover story in November 2019, Barron’s argued that Bourla and Dolsten could pull it off.\nThe new antiviral data reaffirms the case for Pfizer that Barron’s made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.\nPfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).\nThe Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.\nThe worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.\nThe success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.\nWhile Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.\nIn the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.\nThe antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.\n“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.\nDolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.\n“[Pfizer’s] pharmaceutical R&D is better than people had thought.”\nThe protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.\n“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.\nPfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).\n“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.\nChen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.\n“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”\nThat makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.\nBiden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”\nModerna shares are down more than 40% over the past three months.\nAs the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling Barron’s that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.\nWhen it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.\nThat contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.\nDolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”\nSuch a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.\nAn aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.","news_type":1,"symbols_score_info":{"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870254914,"gmtCreate":1636625974953,"gmtModify":1636625975070,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580292313126530","authorIdStr":"3580292313126530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>&nbsp;why after I sell","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>&nbsp;why after I sell","text":"$SoFi Technologies Inc.(SOFI)$ why after I sell","images":[{"img":"https://static.tigerbbs.com/66176f2b598175e5d5c8294a621a9e58","width":"1080","height":"3435"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/870254914","isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":832940078,"gmtCreate":1629570132894,"gmtModify":1633684014242,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580292313126530","authorIdStr":"3580292313126530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>when? Still waiting to be positive","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>when? Still waiting to be positive","text":"$AMC Entertainment(AMC)$when? Still waiting to be positive","images":[{"img":"https://static.tigerbbs.com/cf558da7eaa2cdfccd76c60917505fed","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832940078","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":852771156,"gmtCreate":1635307734316,"gmtModify":1635307734375,"author":{"id":"3580292313126530","authorId":"3580292313126530","name":"qwertypoiu","avatar":"https://static.tigerbbs.com/4643e13a65913a0821a12b3be7c42d52","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580292313126530","authorIdStr":"3580292313126530"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852771156","repostId":"1102311120","repostType":4,"repost":{"id":"1102311120","kind":"news","pubTimestamp":1635306080,"share":"https://www.laohu8.com/m/news/1102311120?lang=zh_CN&edition=full","pubTime":"2021-10-27 11:41","market":"us","language":"en","title":"Why It Might Be the Right Time to Buy Warby Parker Stock<blockquote>为什么现在可能是购买Warby Parker股票的最佳时机</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102311120","media":"Barrons","summary":"Warby Parker‘s stock is up about 6% since the eyewear provider went public last month. Some analysts","content":"<p> Warby Parker‘s stock is up about 6% since the eyewear provider went public last month. Some analysts said the company has found its niche in the optical retail sector.</p><p><blockquote>自眼镜供应商Warby Parker上个月上市以来，该公司的股价已上涨约6%。一些分析师表示，该公司已经在眼镜零售领域找到了自己的位置。</blockquote></p><p> Warby Parker’s (ticker: WRBY) growth is being fueled by the success of its bricks-and-mortar stores and an aging population in need of affordable optical retailers.</p><p><blockquote>Warby Parker（股票代码：WRBY）的增长得益于其实体店的成功以及需要平价眼镜零售商的老龄化人口。</blockquote></p><p> “How I think about Warby Parker is that they’ve completely cut out all the middlemen,” said Loop Capital Markets analyst Anthony Chukumba. “Essentially, they’re designing their own glasses, their own brands and then they’re directly sourcing those brands.”</p><p><blockquote>Loop Capital Markets分析师安东尼·楚昆巴(Anthony Chukumba)表示：“我对Warby Parker的看法是，他们完全剔除了所有中间商。”“本质上，他们设计自己的眼镜、自己的品牌，然后直接采购这些品牌。”</blockquote></p><p> Chukumba also said the company has been successful in navigating their bricks-and-mortar sales. Consumers find the stores vibrant, he said, a bit different from buying glasses directly in the optometrist’s office.</p><p><blockquote>Chukumba还表示，该公司在实体销售方面取得了成功。他说，消费者发现商店充满活力，与直接在验光师办公室购买眼镜有点不同。</blockquote></p><p> Shopping for glasses online is a challenge, he said, so having both e-commerce options and in-store options has proved fruitful.</p><p><blockquote>他说，网上购买眼镜是一项挑战，因此事实证明，同时拥有电子商务选择和店内选择是富有成效的。</blockquote></p><p> Store visits were up 32.4% in July, 19.2% in August, and 25.4% in September, from the same months in 2019, according to data compiled by Pacer.ai.</p><p><blockquote>根据Pacer.ai汇编的数据，与2019年同月相比，7月份的商店访问量增长了32.4%，8月份增长了19.2%，9月份增长了25.4%。</blockquote></p><p> Warby Parker “is one of the first direct-to-consumer companies that proved the traditionally brick-and-mortar-driven eyewear industry can go digital, and the company continues to push the boundaries of traditional vision care through virtual vision testing, virtual eyeglass try-ons and telehealth,” Cowen analyst Oliver Chen wrote in a research note.</p><p><blockquote>Warby Parker“是首批直接面向消费者的公司之一，证明了传统实体驱动的眼镜行业可以数字化，该公司继续通过虚拟视力测试、虚拟眼镜来突破传统视力保健的界限。试戴和远程医疗，”Cowen分析师Oliver Chen在一份研究报告中写道。</blockquote></p><p> He wrote that the stock is a Buy, but that’s somewhat contingent on whether or not Warby Parker expands its store footprint. Both analysts noted this as a possible risk.</p><p><blockquote>他写道，该股票值得买入，但这在一定程度上取决于Warby Parker是否扩大其商店足迹。两位分析师都指出这是一个可能的风险。</blockquote></p><p> “The oligopolistic nature of the U.S. eyewear market carries highbarriers to entry and could pose extreme challenges to WRBY’s path to becoming a holistic vision company,” Chen wrote.</p><p><blockquote>陈写道：“美国眼镜市场的寡头垄断性质带来了很高的进入壁垒，可能会对WRBY成为整体视觉公司的道路构成极大挑战。”</blockquote></p><p> Some of those risks also include whether or not Warby Parker can continue to execute store roll outs and if competitors offer lower prices.</p><p><blockquote>其中一些风险还包括Warby Parker是否能够继续执行商店推出以及竞争对手是否提供更低的价格。</blockquote></p><p> The stock fell 2.5% to $57.53 on Tuesday. The S&amp;P 500 index rose 0.2%</p><p><blockquote>该股周二下跌2.5%，至57.53美元。标普500指数上涨0.2%</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>Why It Might Be the Right Time to Buy Warby Parker Stock<blockquote>为什么现在可能是购买Warby Parker股票的最佳时机</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy It Might Be the Right Time to Buy Warby Parker Stock<blockquote>为什么现在可能是购买Warby Parker股票的最佳时机</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-27 11:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Warby Parker‘s stock is up about 6% since the eyewear provider went public last month. Some analysts said the company has found its niche in the optical retail sector.</p><p><blockquote>自眼镜供应商Warby Parker上个月上市以来，该公司的股价已上涨约6%。一些分析师表示，该公司已经在眼镜零售领域找到了自己的位置。</blockquote></p><p> Warby Parker’s (ticker: WRBY) growth is being fueled by the success of its bricks-and-mortar stores and an aging population in need of affordable optical retailers.</p><p><blockquote>Warby Parker（股票代码：WRBY）的增长得益于其实体店的成功以及需要平价眼镜零售商的老龄化人口。</blockquote></p><p> “How I think about Warby Parker is that they’ve completely cut out all the middlemen,” said Loop Capital Markets analyst Anthony Chukumba. “Essentially, they’re designing their own glasses, their own brands and then they’re directly sourcing those brands.”</p><p><blockquote>Loop Capital Markets分析师安东尼·楚昆巴(Anthony Chukumba)表示：“我对Warby Parker的看法是，他们完全剔除了所有中间商。”“本质上，他们设计自己的眼镜、自己的品牌，然后直接采购这些品牌。”</blockquote></p><p> Chukumba also said the company has been successful in navigating their bricks-and-mortar sales. Consumers find the stores vibrant, he said, a bit different from buying glasses directly in the optometrist’s office.</p><p><blockquote>Chukumba还表示，该公司在实体销售方面取得了成功。他说，消费者发现商店充满活力，与直接在验光师办公室购买眼镜有点不同。</blockquote></p><p> Shopping for glasses online is a challenge, he said, so having both e-commerce options and in-store options has proved fruitful.</p><p><blockquote>他说，网上购买眼镜是一项挑战，因此事实证明，同时拥有电子商务选择和店内选择是富有成效的。</blockquote></p><p> Store visits were up 32.4% in July, 19.2% in August, and 25.4% in September, from the same months in 2019, according to data compiled by Pacer.ai.</p><p><blockquote>根据Pacer.ai汇编的数据，与2019年同月相比，7月份的商店访问量增长了32.4%，8月份增长了19.2%，9月份增长了25.4%。</blockquote></p><p> Warby Parker “is one of the first direct-to-consumer companies that proved the traditionally brick-and-mortar-driven eyewear industry can go digital, and the company continues to push the boundaries of traditional vision care through virtual vision testing, virtual eyeglass try-ons and telehealth,” Cowen analyst Oliver Chen wrote in a research note.</p><p><blockquote>Warby Parker“是首批直接面向消费者的公司之一，证明了传统实体驱动的眼镜行业可以数字化，该公司继续通过虚拟视力测试、虚拟眼镜来突破传统视力保健的界限。试戴和远程医疗，”Cowen分析师Oliver Chen在一份研究报告中写道。</blockquote></p><p> He wrote that the stock is a Buy, but that’s somewhat contingent on whether or not Warby Parker expands its store footprint. Both analysts noted this as a possible risk.</p><p><blockquote>他写道，该股票值得买入，但这在一定程度上取决于Warby Parker是否扩大其商店足迹。两位分析师都指出这是一个可能的风险。</blockquote></p><p> “The oligopolistic nature of the U.S. eyewear market carries highbarriers to entry and could pose extreme challenges to WRBY’s path to becoming a holistic vision company,” Chen wrote.</p><p><blockquote>陈写道：“美国眼镜市场的寡头垄断性质带来了很高的进入壁垒，可能会对WRBY成为整体视觉公司的道路构成极大挑战。”</blockquote></p><p> Some of those risks also include whether or not Warby Parker can continue to execute store roll outs and if competitors offer lower prices.</p><p><blockquote>其中一些风险还包括Warby Parker是否能够继续执行商店推出以及竞争对手是否提供更低的价格。</blockquote></p><p> The stock fell 2.5% to $57.53 on Tuesday. The S&amp;P 500 index rose 0.2%</p><p><blockquote>该股周二下跌2.5%，至57.53美元。标普500指数上涨0.2%</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/buy-warby-parker-stock-51635268656?mod=RTA\">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":{"WRBY":"Warby Parker Inc."},"source_url":"https://www.barrons.com/articles/buy-warby-parker-stock-51635268656?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102311120","content_text":"Warby Parker‘s stock is up about 6% since the eyewear provider went public last month. Some analysts said the company has found its niche in the optical retail sector.\nWarby Parker’s (ticker: WRBY) growth is being fueled by the success of its bricks-and-mortar stores and an aging population in need of affordable optical retailers.\n“How I think about Warby Parker is that they’ve completely cut out all the middlemen,” said Loop Capital Markets analyst Anthony Chukumba. “Essentially, they’re designing their own glasses, their own brands and then they’re directly sourcing those brands.”\nChukumba also said the company has been successful in navigating their bricks-and-mortar sales. Consumers find the stores vibrant, he said, a bit different from buying glasses directly in the optometrist’s office.\nShopping for glasses online is a challenge, he said, so having both e-commerce options and in-store options has proved fruitful.\nStore visits were up 32.4% in July, 19.2% in August, and 25.4% in September, from the same months in 2019, according to data compiled by Pacer.ai.\nWarby Parker “is one of the first direct-to-consumer companies that proved the traditionally brick-and-mortar-driven eyewear industry can go digital, and the company continues to push the boundaries of traditional vision care through virtual vision testing, virtual eyeglass try-ons and telehealth,” Cowen analyst Oliver Chen wrote in a research note.\nHe wrote that the stock is a Buy, but that’s somewhat contingent on whether or not Warby Parker expands its store footprint. Both analysts noted this as a possible risk.\n“The oligopolistic nature of the U.S. eyewear market carries highbarriers to entry and could pose extreme challenges to WRBY’s path to becoming a holistic vision company,” Chen wrote.\nSome of those risks also include whether or not Warby Parker can continue to execute store roll outs and if competitors offer lower prices.\nThe stock fell 2.5% to $57.53 on Tuesday. 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