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Jer_Soul

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2021-12-15

[What]

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2021-12-14

[Shy]

3M to combine food safety business with Neogen<blockquote>3M将食品安全业务与Neogen合并</blockquote>

2021-12-13

[What]

Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote>

2021-12-11

[Cool]

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2021-12-10

[What]

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2021-12-09

[Cool]

5 Stocks To Watch For December 9, 2021<blockquote>2021年12月9日值得关注的5只股票</blockquote>

2021-12-08

[Anger]

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2021-12-07

[Cool]

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2021-12-05

[Cool]

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2021-12-03

[Shy]

Marvell Technology shares soared nearly 17% in premarket trading<blockquote>Marvell Technology股价在盘前交易中飙升近17%</blockquote>

2021-12-02

[Cool]

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2021-12-01

[Cool]

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2021-11-30

[What]

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2021-11-30

Hope dun fall too much

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2021-11-29

[What]

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2021-11-28

[Miser]

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2021-11-27

[Cry]

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2021-11-26

[What]

Zoom Video and Peloton take off as new COVID variant revives stay-at-home trade<blockquote>随着新的COVID变种重振居家贸易，Zoom Video和Peloton起飞</blockquote>

2021-11-25

[Cool]

Amazon Stock Forecast: What To Watch For In 2022<blockquote>亚马逊股票预测：2022年值得关注</blockquote>

2021-11-24

[Miser]

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19:48","market":"us","language":"en","title":"3M to combine food safety business with Neogen<blockquote>3M将食品安全业务与Neogen合并</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110120887","media":"Reuters","summary":"Industrial giant 3M Co(MMM.N)will separate its food safety business and merge it with Neogen Corp(NE","content":"<p>Industrial giant 3M Co(MMM.N)will separate its food safety business and merge it with Neogen Corp(NEOG.O)in a $5.3 billion deal, including new debt, the food testing and animal healthcare specialist said on Tuesday.</p><p><blockquote>工业巨头3M公司（MMM.N）将剥离其食品安全业务，并将其与Neogen Corp（NEOG）合并。食品测试和动物保健专家周二表示，这笔交易价值53亿美元，包括新债务。</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\" 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}\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: 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food safety business and merge it with Neogen Corp(NEOG.O)in a $5.3 billion deal, including new debt, the food testing and animal healthcare specialist said on Tuesday.</p><p><blockquote>工业巨头3M公司（MMM.N）将剥离其食品安全业务，并将其与Neogen Corp（NEOG）合并。食品测试和动物保健专家周二表示，这笔交易价值53亿美元，包括新债务。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/markets/deals/3m-combine-food-safety-business-with-neogen-2021-12-14/\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MMM":"3M"},"source_url":"https://www.reuters.com/markets/deals/3m-combine-food-safety-business-with-neogen-2021-12-14/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110120887","content_text":"Industrial giant 3M Co(MMM.N)will separate its food safety business and merge it with Neogen Corp(NEOG.O)in a $5.3 billion deal, including new debt, the food testing and animal healthcare specialist said on Tuesday.","news_type":1,"symbols_score_info":{"MMM":0.9}},"isVote":1,"tweetType":1,"viewCount":2407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604148532,"gmtCreate":1639362908678,"gmtModify":1639362908965,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604148532","repostId":"1171271872","repostType":4,"repost":{"id":"1171271872","kind":"news","pubTimestamp":1639348466,"share":"https://www.laohu8.com/m/news/1171271872?lang=zh_CN&edition=full","pubTime":"2021-12-13 06:34","market":"us","language":"en","title":"Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171271872","media":"Barrons","summary":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and","content":"<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s&nbsp;last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要事件将是美联储利率制定委员会2021年的最后一次会议。官员们最近的评论更加鹰派，可能会宣布加速每月资产购买缩减的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include&nbsp;Campbell Soup&nbsp;on Tuesday;Lennar,Accenture,FedEx,Rivian&nbsp;Automotive, and&nbsp;Adobe&nbsp;on Thursday; and&nbsp;Darden Restaurants&nbsp;on Friday.</p><p><blockquote>本周的财报很少，但周二将包括金宝汤；Lennar、Accenture、FedEx、Rivian汽车和Adobe周四；周五还有达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的11月份生产者价格指数。经济学家预计整体指数环比上涨0.55%，核心PPI上涨0.4%。这两者都与10月份的生产者通胀速度大致相当。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment&nbsp;index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他发布的数据包括周二全国独立企业联合会的信心指数、周三人口普查局公布的11月零售支出以及周四公布的11月新屋开工率。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>星期一12/13</b></blockquote></p><p> J.Jill&nbsp;and&nbsp;PHX Minerals&nbsp;host earnings conference calls.</p><p><blockquote>J.Jill和PHX Minerals在评级举办收益会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and&nbsp;Avaya Holdings&nbsp;host investor days.</p><p><blockquote>金宝汤、巴恩斯集团和Avaya Holdings举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b>&nbsp;Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布11月份生产者价格指数。市场普遍预计环比上涨0.55%，不包括食品和能源的核心PPI将上涨0.4%。相比之下，10月份的增幅分别为0.6%和0.4%。</blockquote></p><p> <b>The National Federation</b>&nbsp;of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数，该指数调查了全国约5,000名小企业主。预期看涨期权为98.3，而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>星期三12/15</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束了为期两天的会议，届时政策制定者将讨论加快缩减月度证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>劳工统计局报告</b>11月进出口价格数据。预计出口价格环比上涨0.5%，而进口价格预计上涨0.5%。相比之下，10月份的涨幅分别为1.5%和1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了12月份NAHB/富国银行住房市场指数。普遍估计读数为84，而11月份的读数为83。该指数去年年底达到90的峰值，房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11月份零售支出报告。预计经季节调整后零售额环比增长0.7%，而10月份为增长1.7%。不包括汽车在内，支出预计将增长0.8%，而上一时期为1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、Accenture、FedEx、Jabil、Adobe、Rivian汽车和Nordson等公司在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。季调后成屋开工年率料为156.3万套，10月为152万套。当房屋开始挖掘时，房屋开工被计算在内。新房建设许可证预计为165.5万份，而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议记录。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继10月份增长1.6%后，经济学家预计增长0.6%。产能利用率预计为76.8，与10月份的76.4%大致一致。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>星期五12/17</b></blockquote></p><p> Steelcase,Darden Restaurants, and&nbsp;Quanex Building Products&nbsp;host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants和Quanex Building Products在评级举办收益会议。</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>Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-13 06:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s&nbsp;last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要事件将是美联储利率制定委员会2021年的最后一次会议。官员们最近的评论更加鹰派，可能会宣布加速每月资产购买缩减的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include&nbsp;Campbell Soup&nbsp;on Tuesday;Lennar,Accenture,FedEx,Rivian&nbsp;Automotive, and&nbsp;Adobe&nbsp;on Thursday; and&nbsp;Darden Restaurants&nbsp;on Friday.</p><p><blockquote>本周的财报很少，但周二将包括金宝汤；Lennar、Accenture、FedEx、Rivian汽车和Adobe周四；周五还有达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的11月份生产者价格指数。经济学家预计整体指数环比上涨0.55%，核心PPI上涨0.4%。这两者都与10月份的生产者通胀速度大致相当。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment&nbsp;index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他发布的数据包括周二全国独立企业联合会的信心指数、周三人口普查局公布的11月零售支出以及周四公布的11月新屋开工率。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>星期一12/13</b></blockquote></p><p> J.Jill&nbsp;and&nbsp;PHX Minerals&nbsp;host earnings conference calls.</p><p><blockquote>J.Jill和PHX Minerals在评级举办收益会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and&nbsp;Avaya Holdings&nbsp;host investor days.</p><p><blockquote>金宝汤、巴恩斯集团和Avaya Holdings举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b>&nbsp;Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布11月份生产者价格指数。市场普遍预计环比上涨0.55%，不包括食品和能源的核心PPI将上涨0.4%。相比之下，10月份的增幅分别为0.6%和0.4%。</blockquote></p><p> <b>The National Federation</b>&nbsp;of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数，该指数调查了全国约5,000名小企业主。预期看涨期权为98.3，而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>星期三12/15</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束了为期两天的会议，届时政策制定者将讨论加快缩减月度证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>劳工统计局报告</b>11月进出口价格数据。预计出口价格环比上涨0.5%，而进口价格预计上涨0.5%。相比之下，10月份的涨幅分别为1.5%和1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了12月份NAHB/富国银行住房市场指数。普遍估计读数为84，而11月份的读数为83。该指数去年年底达到90的峰值，房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11月份零售支出报告。预计经季节调整后零售额环比增长0.7%，而10月份为增长1.7%。不包括汽车在内，支出预计将增长0.8%，而上一时期为1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、Accenture、FedEx、Jabil、Adobe、Rivian汽车和Nordson等公司在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。季调后成屋开工年率料为156.3万套，10月为152万套。当房屋开始挖掘时，房屋开工被计算在内。新房建设许可证预计为165.5万份，而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议记录。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继10月份增长1.6%后，经济学家预计增长0.6%。产能利用率预计为76.8，与10月份的76.4%大致一致。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>星期五12/17</b></blockquote></p><p> Steelcase,Darden Restaurants, and&nbsp;Quanex Building Products&nbsp;host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants和Quanex Building Products在评级举办收益会议。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FDX":"联邦快递","ACN":"埃森哲","JILL":"J.Jill Inc.","LEN":"莱纳建筑公司","ADBE":"Adobe",".DJI":"道琼斯","RIVN":"Rivian Automotive, Inc.",".SPX":"S&P 500 Index","PHX":"潘汉德尔油气","DRI":"达登饭店","SCS":"Steelcase Inc.","HEI":"海科航空","CPB":"金宝汤",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171271872","content_text":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.\nThe Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.\nEarnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.\nEconomic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.\nOther data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.\nMonday 12/13\nJ.Jill and PHX Minerals host earnings conference calls.\nTuesday 12/14\nCampbell Soup, Barnes Group, and Avaya Holdings host investor days.\nThe Bureau of Labor Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.\nThe National Federation of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.\nWednesday 12/15\nThe Federal Open Market Committee concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.\nThe BLS reports export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.\nThe Census Bureau reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.\nThursday 12/16\nHeico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.\nThe Census Bureaureleases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.\nThe Bank of England announces its interest-rate decision and publishes the minutes of the meeting.\nThe Federal Reserve releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.\nFriday 12/17\nSteelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.","news_type":1,"symbols_score_info":{"RIVN":0.9,"HEI":0.9,"JILL":0.9,"ACN":0.9,"CPB":0.9,"DRI":0.9,".DJI":0.9,"AVYA":0.9,"FDX":0.9,"SCS":0.9,"LEN":0.9,".SPX":0.9,"PHX":0.9,".IXIC":0.9,"ADBE":0.9}},"isVote":1,"tweetType":1,"viewCount":4170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605448971,"gmtCreate":1639232214963,"gmtModify":1639232215257,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605448971","repostId":"2190675480","repostType":4,"isVote":1,"tweetType":1,"viewCount":3783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605075420,"gmtCreate":1639097643489,"gmtModify":1639097643778,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605075420","repostId":"2190964556","repostType":4,"isVote":1,"tweetType":1,"viewCount":2330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602520434,"gmtCreate":1639043909199,"gmtModify":1639043909500,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602520434","repostId":"1180561055","repostType":4,"repost":{"id":"1180561055","kind":"news","pubTimestamp":1639043759,"share":"https://www.laohu8.com/m/news/1180561055?lang=zh_CN&edition=full","pubTime":"2021-12-09 17:55","market":"us","language":"en","title":"5 Stocks To Watch For December 9, 2021<blockquote>2021年12月9日值得关注的5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180561055","media":"Benzinga","summary":"Wall Street expects Hormel Foods Corporation to report quarterly earnings at $0.50 per share on reve","content":"<p><div> Wall Street expects Hormel Foods Corporation to report quarterly earnings at $0.50 per share on revenue of $3.22 billion before the opening bell. Hormel Foods shares rose 0.5% to $43.00 in after-hours...</p><p><blockquote><div>华尔街预计荷美尔食品公司开盘前将公布季度收益为每股0.50美元，营收为32.2亿美元。荷美尔食品股价盘后上涨0.5%，至43.00美元...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/earnings/21/12/24518345/5-stocks-to-watch-for-december-9-2021\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/12/24518345/5-stocks-to-watch-for-december-9-2021\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>5 Stocks To Watch For December 9, 2021<blockquote>2021年12月9日值得关注的5只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For December 9, 2021<blockquote>2021年12月9日值得关注的5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-09 17:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Wall Street expects Hormel Foods Corporation to report quarterly earnings at $0.50 per share on revenue of $3.22 billion before the opening bell. Hormel Foods shares rose 0.5% to $43.00 in after-hours...</p><p><blockquote><div>华尔街预计荷美尔食品公司开盘前将公布季度收益为每股0.50美元，营收为32.2亿美元。荷美尔食品股价盘后上涨0.5%，至43.00美元...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/earnings/21/12/24518345/5-stocks-to-watch-for-december-9-2021\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/12/24518345/5-stocks-to-watch-for-december-9-2021\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/earnings/21/12/24518345/5-stocks-to-watch-for-december-9-2021\">Benzinga</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":{"COST":"好市多","HRL":"荷美尔","RH":"RH","GME":"游戏驿站","AVGO":"博通"},"source_url":"https://www.benzinga.com/news/earnings/21/12/24518345/5-stocks-to-watch-for-december-9-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180561055","content_text":"Wall Street expects Hormel Foods Corporation to report quarterly earnings at $0.50 per share on revenue of $3.22 billion before the opening bell. Hormel Foods shares rose 0.5% to $43.00 in after-hours trading.\nRH reported upbeat results for its third quarter and lifted the low end of its FY21 sales forecast. RH shares jumped 11.5% to $643.50 in the after-hours trading session.\nAnalysts are expecting Broadcom Inc. to have earned $7.74 per share on revenue of $7.36 billion for the latest quarter. The company will release earnings after the markets close. Broadcom shares slipped 0.1% to $588.00 in after-hours trading.\nGameStop Corp. reported a wider-than-expected loss for its fiscal third quarter on Wednesday. However, the company’s quarterly sales came in above analysts’ estimates. GameStop shares dropped 3.2% to $168.10 in the after-hours trading session.\nAnalysts expect Costco Wholesale Corporation to report quarterly earnings at $2.63 per share on revenue of $49.56 billion after the closing bell. Costco shares gained 0.1% to $530.50 in after-hours trading.","news_type":1,"symbols_score_info":{"RH":0.9,"BRCM":0.9,"HRL":0.9,"AVGO":0.9,"COST":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":2877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602029985,"gmtCreate":1638943432171,"gmtModify":1638943432484,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"htmlText":"[Anger]&nbsp;","listText":"[Anger]&nbsp;","text":"[Anger]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/602029985","repostId":"2189719656","repostType":4,"isVote":1,"tweetType":1,"viewCount":3299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606817191,"gmtCreate":1638855143220,"gmtModify":1638855143513,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606817191","repostId":"2189686612","repostType":4,"isVote":1,"tweetType":1,"viewCount":2389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608884631,"gmtCreate":1638681740897,"gmtModify":1638681741064,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608884631","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":2284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601623227,"gmtCreate":1638524117801,"gmtModify":1638524465440,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"htmlText":"[Shy]&nbsp;","listText":"[Shy]&nbsp;","text":"[Shy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601623227","repostId":"1107458152","repostType":4,"repost":{"id":"1107458152","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":1638523650,"share":"https://www.laohu8.com/m/news/1107458152?lang=zh_CN&edition=full","pubTime":"2021-12-03 17:27","market":"us","language":"en","title":"Marvell Technology shares soared nearly 17% in premarket trading<blockquote>Marvell Technology股价在盘前交易中飙升近17%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107458152","media":"Tiger Newspress","summary":"Marvell Technology shares soared nearly 17% in premarket trading after the infrastructure chip maker","content":"<p>Marvell Technology shares soared nearly 17% in premarket trading&nbsp;after the infrastructure chip maker delivered investors a better-than-expected earnings report and outlook.</p><p><blockquote>在基础设施芯片制造商Marvell Technology向投资者提交了好于预期的收益报告和前景后，该公司股价在盘前交易中飙升近17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5905edf1c3c73b46d615e23baf8cb366\" tg-width=\"853\" tg-height=\"622\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Marvell reported fiscal third-quarter non-GAAP net income of $364 million, or 43 cents a share. Revenue jumped 61% year-over-year to a record $1.21 billion. Wall Street’s consensus estimates called for adjusted earnings of 38 cents a share and revenue of $1.15 billion.</p><p><blockquote>Marvell公布第三财季非GAAP净利润为3.64亿美元，即每股收益43美分。收入同比增长61%，达到创纪录的12.1亿美元。华尔街的普遍预期是调整后每股收益为38美分，营收为11.5亿美元。</blockquote></p><p> CEO Matt Murphy said in the earnings release that revenue growth grew in each of Marvell’s five businesses, including 109% year-over-year growth in its data center business, which accounted for 41% of Marvell’s total revenue.</p><p><blockquote>首席执行官Matt Murphy在财报中表示，Marvell五项业务的营收均实现增长，其中数据中心业务同比增长109%，占Marvell总收入的41%。</blockquote></p><p> The company forecasts fiscal fourth-quarter non-GAAP earnings between 45 cents a share and 51 cents a share with revenue of $1.32 billion at the midpoint of its outlook range. Wall Street’s consenus estimates anticipated January quarter non-GAAP earnings of 42 cents a share and revenue of $1.21 billion.</p><p><blockquote>该公司预测第四财季非GAAP每股收益在45美分至51美分之间，营收为13.2亿美元，处于其展望范围的中点。华尔街的一致预期预计1月份季度非GAAP每股收益为42美分，营收为12.1亿美元。</blockquote></p><p> “For the fourth quarter, we are expecting sequential revenue growth of 9% at the midpoint of guidance, led by 5G, which is projected to increase by 30% sequentially and data center which is forecasted to continue to grow in the double digits on a percentage basis,” Murphy added.</p><p><blockquote>“对于第四季度，我们预计收入环比增长9%，处于指导中点，其中5G预计环比增长30%，数据中心预计将继续以两位数增长百分比计算，”墨菲补充道。</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>Marvell Technology shares soared nearly 17% in premarket trading<blockquote>Marvell Technology股价在盘前交易中飙升近17%</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\">\nMarvell Technology shares soared nearly 17% in premarket trading<blockquote>Marvell Technology股价在盘前交易中飙升近17%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-03 17:27</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Marvell Technology shares soared nearly 17% in premarket trading&nbsp;after the infrastructure chip maker delivered investors a better-than-expected earnings report and outlook.</p><p><blockquote>在基础设施芯片制造商Marvell Technology向投资者提交了好于预期的收益报告和前景后，该公司股价在盘前交易中飙升近17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5905edf1c3c73b46d615e23baf8cb366\" tg-width=\"853\" tg-height=\"622\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Marvell reported fiscal third-quarter non-GAAP net income of $364 million, or 43 cents a share. Revenue jumped 61% year-over-year to a record $1.21 billion. Wall Street’s consensus estimates called for adjusted earnings of 38 cents a share and revenue of $1.15 billion.</p><p><blockquote>Marvell公布第三财季非GAAP净利润为3.64亿美元，即每股收益43美分。收入同比增长61%，达到创纪录的12.1亿美元。华尔街的普遍预期是调整后每股收益为38美分，营收为11.5亿美元。</blockquote></p><p> CEO Matt Murphy said in the earnings release that revenue growth grew in each of Marvell’s five businesses, including 109% year-over-year growth in its data center business, which accounted for 41% of Marvell’s total revenue.</p><p><blockquote>首席执行官Matt Murphy在财报中表示，Marvell五项业务的营收均实现增长，其中数据中心业务同比增长109%，占Marvell总收入的41%。</blockquote></p><p> The company forecasts fiscal fourth-quarter non-GAAP earnings between 45 cents a share and 51 cents a share with revenue of $1.32 billion at the midpoint of its outlook range. Wall Street’s consenus estimates anticipated January quarter non-GAAP earnings of 42 cents a share and revenue of $1.21 billion.</p><p><blockquote>该公司预测第四财季非GAAP每股收益在45美分至51美分之间，营收为13.2亿美元，处于其展望范围的中点。华尔街的一致预期预计1月份季度非GAAP每股收益为42美分，营收为12.1亿美元。</blockquote></p><p> “For the fourth quarter, we are expecting sequential revenue growth of 9% at the midpoint of guidance, led by 5G, which is projected to increase by 30% sequentially and data center which is forecasted to continue to grow in the double digits on a percentage basis,” Murphy added.</p><p><blockquote>“对于第四季度，我们预计收入环比增长9%，处于指导中点，其中5G预计环比增长30%，数据中心预计将继续以两位数增长百分比计算，”墨菲补充道。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRVL":"迈威尔科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107458152","content_text":"Marvell Technology shares soared nearly 17% in premarket trading after the infrastructure chip maker delivered investors a better-than-expected earnings report and outlook.\n\n\nMarvell reported fiscal third-quarter non-GAAP net income of $364 million, or 43 cents a share. Revenue jumped 61% year-over-year to a record $1.21 billion. Wall Street’s consensus estimates called for adjusted earnings of 38 cents a share and revenue of $1.15 billion.\nCEO Matt Murphy said in the earnings release that revenue growth grew in each of Marvell’s five businesses, including 109% year-over-year growth in its data center business, which accounted for 41% of Marvell’s total revenue.\nThe company forecasts fiscal fourth-quarter non-GAAP earnings between 45 cents a share and 51 cents a share with revenue of $1.32 billion at the midpoint of its outlook range. Wall Street’s consenus estimates anticipated January quarter non-GAAP earnings of 42 cents a share and revenue of $1.21 billion.\n“For the fourth quarter, we are expecting sequential revenue growth of 9% at the midpoint of guidance, led by 5G, which is projected to increase by 30% sequentially and data center which is forecasted to continue to grow in the double digits on a percentage basis,” Murphy 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17:57","market":"us","language":"en","title":"Zoom Video and Peloton take off as new COVID variant revives stay-at-home trade<blockquote>随着新的COVID变种重振居家贸易，Zoom Video和Peloton起飞</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193760168","media":"Seeking Alpha","summary":"Pandemic players are seeing a big resurgence this morning as fears grow over a new COVID-19 variant ","content":"<p>Pandemic players are seeing a big resurgence this morning as fears grow over a new COVID-19 variant found in South Africa.</p><p><blockquote>随着对在南非发现的一种新的新冠肺炎变种的担忧加剧，疫情玩家今天早上看到了一个大的复苏。</blockquote></p><p> In premarket trade: Zoom Video (NASDAQ:ZM) +9.7%; Peloton (NASDAQ:PTON) +8%; Alpha Pro Tech (NYSE:APT) +11%; Teladoc Health (NYSE:TDOC) +5.6%; Doordash (NYSE:DASH) +4.2%; Roku (NASDAQ:ROKU) +3%.</p><p><blockquote>盘前交易：Zoom Video（纳斯达克：ZM）+9.7%；Peloton（纳斯达克：PTON）+8%；Alpha Pro Tech（纽约证券交易所股票代码：APT）+11%；Teladoc Health（纽约证券交易所股票代码：TDOC）+5.6%；Doordash（纽约证券交易所代码：DASH）+4.2%；Roku（纳斯达克：Roku）+3%。</blockquote></p><p> The World Health Organization has scheduled a special meeting for today to discuss whether the declare the new B.1.1.529 strain a \"variant of concern.\" It carries an unusually large number of mutations associated with increased antibody resistance and is \"clearly very different\" from previous incarnations.</p><p><blockquote>世界卫生组织计划今天召开特别会议，讨论是否宣布新的B.1.1.529毒株为“值得关注的变种”。它携带了异常大量与抗体抵抗力增加相关的突变，并且与以前的化身“明显非常不同”。</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>Zoom Video and Peloton take off as new COVID variant revives stay-at-home trade<blockquote>随着新的COVID变种重振居家贸易，Zoom Video和Peloton起飞</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\">\nZoom Video and Peloton take off as new COVID variant revives stay-at-home trade<blockquote>随着新的COVID变种重振居家贸易，Zoom Video和Peloton起飞</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-26 17:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pandemic players are seeing a big resurgence this morning as fears grow over a new COVID-19 variant found in South Africa.</p><p><blockquote>随着对在南非发现的一种新的新冠肺炎变种的担忧加剧，疫情玩家今天早上看到了一个大的复苏。</blockquote></p><p> In premarket trade: Zoom Video (NASDAQ:ZM) +9.7%; Peloton (NASDAQ:PTON) +8%; Alpha Pro Tech (NYSE:APT) +11%; Teladoc Health (NYSE:TDOC) +5.6%; Doordash (NYSE:DASH) +4.2%; Roku (NASDAQ:ROKU) +3%.</p><p><blockquote>盘前交易：Zoom Video（纳斯达克：ZM）+9.7%；Peloton（纳斯达克：PTON）+8%；Alpha Pro Tech（纽约证券交易所股票代码：APT）+11%；Teladoc Health（纽约证券交易所股票代码：TDOC）+5.6%；Doordash（纽约证券交易所代码：DASH）+4.2%；Roku（纳斯达克：Roku）+3%。</blockquote></p><p> The World Health Organization has scheduled a special meeting for today to discuss whether the declare the new B.1.1.529 strain a \"variant of concern.\" It carries an unusually large number of mutations associated with increased antibody resistance and is \"clearly very different\" from previous incarnations.</p><p><blockquote>世界卫生组织计划今天召开特别会议，讨论是否宣布新的B.1.1.529毒株为“值得关注的变种”。它携带了异常大量与抗体抵抗力增加相关的突变，并且与以前的化身“明显非常不同”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3774501-zoom-video-and-peloton-take-off-as-new-covid-variant-revives-stay-at-home-trade\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom","TDOC":"Teladoc Health Inc.","PTON":"Peloton Interactive, Inc."},"source_url":"https://seekingalpha.com/news/3774501-zoom-video-and-peloton-take-off-as-new-covid-variant-revives-stay-at-home-trade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193760168","content_text":"Pandemic players are seeing a big resurgence this morning as fears grow over a new COVID-19 variant found in South Africa.\nIn premarket trade: Zoom Video (NASDAQ:ZM) +9.7%; Peloton (NASDAQ:PTON) +8%; Alpha Pro Tech (NYSE:APT) +11%; Teladoc Health (NYSE:TDOC) +5.6%; Doordash (NYSE:DASH) +4.2%; Roku (NASDAQ:ROKU) +3%.\nThe World Health Organization has scheduled a special meeting for today to discuss whether the declare the new B.1.1.529 strain a \"variant of concern.\" It carries an unusually large number of mutations associated with increased antibody resistance and is \"clearly very different\" from previous incarnations.","news_type":1,"symbols_score_info":{"PTON":0.9,"ZM":0.9,"TDOC":0.9}},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874765548,"gmtCreate":1637825998176,"gmtModify":1637825998291,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/874765548","repostId":"1116400328","repostType":4,"repost":{"id":"1116400328","kind":"news","pubTimestamp":1637825877,"share":"https://www.laohu8.com/m/news/1116400328?lang=zh_CN&edition=full","pubTime":"2021-11-25 15:37","market":"us","language":"en","title":"Amazon Stock Forecast: What To Watch For In 2022<blockquote>亚马逊股票预测：2022年值得关注</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116400328","media":"Seeking Alpha","summary":"Summary\n\nAmazon has faced tremendous challenges in trying to replicate its breathtaking growth in FY","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Amazon has faced tremendous challenges in trying to replicate its breathtaking growth in FY20. Despite that, its growth is still healthy over a two-year timeframe.</li>  <li>AWS is facing intense pressure from Azure's success in the Cloud SaaS space. Therefore, Amazon needs to up its SaaS game to compete with Microsoft.</li>  <li>After a relatively difficult 2021 for Amazon stock, we discuss what investors should look out for next year.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52bba4bd95d42d9fa4a3e427c5da764c\" tg-width=\"1536\" tg-height=\"955\" width=\"100%\" height=\"auto\"><span>georgeclerk/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>亚马逊在试图复制2020财年的惊人增长时面临着巨大的挑战。尽管如此，其增长在两年内仍然是健康的。</li><li>AWS正面临来自Azure在云SaaS领域的成功的巨大压力。因此，亚马逊需要升级其SaaS游戏，以与微软竞争。</li><li>在经历了亚马逊股票相对困难的2021年之后，我们讨论了投资者明年应该关注什么。</li></ul><p class=\"t-img-caption\"><span>georgeclerk/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Amazon.com, Inc. (AMZN) stock has had a challenging run since August '20. While the rest of its FAANG peers have done well since August '20, AMZN stock has struggled to gain traction. But, perhaps, the market knows better. While the pandemic tailwinds drove Amazon's business to new heights last year, it has struggled to repeat its performance in 2021. It reported its weakest quarter over the previous three years in FQ3. To make matters worse, Andy Jassy &amp; Co. issued a relatively soft FQ4 guidance that disappointed investors.</p><p><blockquote>自20年8月以来，亚马逊公司(AMZN)的股票经历了充满挑战的走势。尽管自20年8月以来，其他FAANG同行表现良好，但AMZN股票一直难以获得关注。但是，也许市场更清楚。尽管去年疫情的顺风将亚马逊的业务推向了新的高度，但它一直难以在2021年重复其业绩。该公司在第三季度报告了过去三年来最疲软的季度。更糟糕的是，Andy Jassy&amp;Co.发布了相对温和的第四季度指引，令投资者感到失望。</blockquote></p><p> Nevertheless, the market is always forward-looking. After enduring a sharp sell-down post-FQ3 earnings, its stock has already recovered its losses and went on to test its recent all-time high (ATH).</p><p><blockquote>尽管如此，市场总是具有前瞻性。在经历了第三季度盈利后的大幅抛售后，其股价已经收复失地，并继续测试最近的历史高点（ATH）。</blockquote></p><p> We discuss what investors should look out for in FY22. We also discuss whether investors can add AMZN stock now, given the weakness in the market recently.</p><p><blockquote>我们讨论投资者在2022财年应该注意什么。我们还讨论了鉴于最近市场疲软，投资者现在是否可以添加亚马逊股票。</blockquote></p><p> <b>AMZN Stock YTD Performance</b></p><p><blockquote><b>亚马逊股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7953a3a70a5a2abbfc41ed9aa7da757\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>AMZN stock YTD performance (as of 23 November 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMZN股票年初至今表现（截至21年11月23日）。</span></p></blockquote></p><p> AMZN stock has been in a relatively long consolidation phase since August '20. Therefore, investors should not be surprised that the stock has underperformed the broad market in 2021. Nevertheless, it was close to testing its July ATH recently as it recovered remarkably from its post-earnings sell-off. The current market retracement has impacted its recovery momentum. Notwithstanding, we believe that the impact is transitory. We have confidence that AMZN stock will be on its way to taking out its July ATH again moving ahead.</p><p><blockquote>自20年8月以来，AMZN股票一直处于相对较长的盘整阶段。因此，投资者不应对该股在2021年跑输大盘感到惊讶。尽管如此，该公司最近已接近测试7月份的ATH，因为它已从财报后的抛售中显着恢复过来。当前市场回撤影响了其复苏势头。尽管如此，我们认为影响是暂时的。我们相信AMZN股票将再次突破7月ATH。</blockquote></p><p> <b>Amazon's Growth Should Normalize After An Exceptionally Challenging FY21 Comp</b></p><p><blockquote><b>在经历了异常具有挑战性的2021财年业绩之后，亚马逊的增长应该会正常化</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17651a986ac6b754a69d5277ae0b26e8\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Amazon quarterly revenue YoY change. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>亚马逊季度收入同比变化。数据来源：标普资本智商</span></p></blockquote></p><p> FQ3'21 proved to be an exceptionally challenging quarter for Amazon to comp. The company delivered a report that came in below consensus estimates but was within its guidance.We also highlighted in a previous article&nbsp;just before its FQ3's earnings release that we were confident that the company would outperform consensus. However, we were also surprised when the company didn't meet the consensus estimates. After all, the consensus estimates of a 17% YoY growth rate wasn't that challenging, was it? However, the company posted a 15.3% YoY growth in revenue. Thus, it easily ranked as the lowest YoY change over the last three years. If that wasn't enough, AMZN guided that its FQ4'21 revenue growth would come in at around 7.5% (mid-point). It would thus be the lowest YoY change over the last three years, surpassing FQ3's low. Notably, it also means that the company expects to post a single-digit YoY revenue growth, which is almost unheard of.</p><p><blockquote>事实证明，对于亚马逊来说，21年第三季度是一个极具挑战性的季度。该公司发布的报告低于普遍预期，但在其指导范围内。我们还在第三季度财报发布前的上一篇文章中强调，我们有信心该公司的表现将优于共识。然而，当该公司没有达到普遍预期时，我们也感到惊讶。毕竟，17%的同比增长率的共识估计并没有那么具有挑战性，不是吗？然而，该公司的收入同比增长15.3%。因此，它很容易被列为过去三年中最低的同比变化。如果这还不够，AMZN预计其21年第四季度的收入增长率将在7.5%左右（中点）。因此，这将是过去三年来最低的同比变化，超过了第三季度的低点。值得注意的是，这也意味着该公司预计收入同比增长个位数，这几乎是闻所未闻的。</blockquote></p><p> Should investors be surprised? We think if we look at its 1-year YoY change, it's undoubtedly worrying. But CFO Brian Olsavsky also reminded investors:</p><p><blockquote>投资者应该感到惊讶吗？我们认为，如果我们看看其1年同比变化，这无疑令人担忧。但首席财务官布莱恩·奥尔萨夫斯基也提醒投资者：</blockquote></p><p>   Amazon's Q3 revenue of $110.8 billion represented  <i>a 2-year compounded annual growth rate of 25% versus a pre-pandemic growth</i>rate in the low 20% range. We're grateful to our customers who have put their trust in us. (from AMZN's FQ3'21 earnings call)  We think this is telling. AMZN is pulling no punches here. It framed its \"disappointing\" FY21 performance so far as it rode the pandemic tailwinds strongly last year. Readers can quickly glean from the chart above where Amazon's revenue grew by 37.6% YoY in FY20. It would certainly be hard-pressed for investors to expect AMZN to outperform or even match FY20's breathtaking performance this year. After all, this company posted revenue worth $458B in the last twelve months (LTM). So, investors must be realistic.</p><p><blockquote>亚马逊第三季度营收为1108亿美元<i>与大流行前的增长率相比，两年复合年增长率为25%</i>比率在20%的低范围内。我们感谢客户对我们的信任。（来自AMZN 21年第三季度收益看涨期权）我们认为这很能说明问题。亚马逊在这里毫不留情。到目前为止，该公司2021财年的业绩“令人失望”，因为去年该公司强劲地乘着疫情的顺风车。读者可以从上图中快速了解到，亚马逊在2020财年的收入同比增长了37.6%。投资者当然很难期望亚马逊今年的表现超过甚至达到2020财年的惊人业绩。毕竟，该公司在过去12个月内公布的收入价值$458B(LTM)。所以，投资者必须现实一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d2da3e09b97239f15dfb3880a269e83\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Amazon est. revenue mean consensus. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>亚马逊东部。收入意味着共识。数据来源：标普资本智商</span></p></blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b6d6359169456b7e41c8443e99aa8aa\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Amazon est. revenue YoY change. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>亚马逊东部。收入同比变化。数据来源：标普资本智商</span></p></blockquote></p><p> The consensus estimates for FQ4'21 have been revised markedly downwards by 3.1% from September (pre-FQ3 earnings). However, the estimates for FY22 have only been slightly impacted. Consequently, the consensus estimates point to normalized YoY revenue growth of 15% to 20% for AMZN in FY22. Specifically, Amazon is estimated to grow its revenue by 17.8% YoY in FY22. Therefore, the fear that AMZN's growth will slow down drastically might be well overblown.</p><p><blockquote>对21年第4季度的普遍预期较9月份（第3季度前收益）大幅下调了3.1%。然而，对2022财年的预测仅受到轻微影响。因此，市场普遍预测AMZN 2022财年正常收入同比增长15%至20%。具体来说，亚马逊预计2022财年收入将同比增长17.8%。因此，对亚马逊增长将大幅放缓的担忧可能被夸大了。</blockquote></p><p> <b>AWS's Growth Momentum Continues To Lead</b></p><p><blockquote><b>AWS增长势头持续领先</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be0bdce70c0fa6ed792e87198796f0d6\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Cloud infrastructure services vendor market share worldwide. Data source: Canalys</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球云基础设施服务供应商市场份额。数据来源：Canalys</span></p></blockquote></p><p> There's little doubt that AWS continues to face tremendous pressure from the #2 player Azure (MSFT) in the Cloud hyperscaler market. Nonetheless, Amazon has continued to maintain its leadership for its most crucial profitability driver. As a result, AWS's market share remains robust at 32% in CQ3'21, while Azure's share was 21%.</p><p><blockquote>毫无疑问，AWS继续面临来自云超大规模市场第二大玩家Azure(MSFT)的巨大压力。尽管如此，亚马逊在其最关键的盈利驱动力方面继续保持领先地位。因此，AWS的市场份额在21年第三季度保持强劲，为32%，而Azure的市场份额为21%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15fd644ae75fe16d3554e7a5252a474a\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>AWS revenue &amp; YoY change. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>AWS收入和同比变化。数据来源：公司备案</span></p></blockquote></p><p> We can also observe the strength of AWS in helping Amazon drive its topline growth. AWS posted YoY revenue growth of 38.9% in FQ3, as it maintained its robust growth momentum even as the company's e-commerce segment growth decelerated. In addition, AWS is expected to lead the company's growth momentum moving forward.</p><p><blockquote>我们还可以观察到AWS在帮助亚马逊推动营收增长方面的实力。AWS第三季度收入同比增长38.9%，尽管公司电子商务部门增长放缓，但仍保持强劲增长势头。此外，AWS有望引领公司的增长势头向前发展。</blockquote></p><p> IDC estimates&nbsp;that Public Cloud spending will continue to grow remarkably over the next four years. The combined spending is estimated to reach $809M by 2025, representing a CAGR of 21%. Therefore, we believe AWS is well-primed to continue riding its secular multi-year growth. Nevertheless, it's facing significant competition from Azure's edge in Cloud SaaS enterprise applications. It's well documented that MSFT has a substantial advantage in Cloud SaaS spending, and it is the undisputed leader. It has been an area where Amazon has been trying to compete, but MSFT has continued to gain share.The Information also expounded on&nbsp;Azure's edge in Cloud SaaS. It added (edited):</p><p><blockquote>IDC估计，未来四年公共云支出将继续显著增长。预计到2025年，总支出将达到8.09亿美元，复合年增长率为21%。因此，我们相信AWS已做好充分准备，继续实现长期多年增长。尽管如此，它在云SaaS企业应用领域面临着来自Azure优势的激烈竞争。有充分的证据表明，MSFT在云SaaS支出方面具有巨大优势，是无可争议的领导者。这是亚马逊一直试图竞争的领域，但MSFT继续获得份额。该信息还阐述了Azure在云SaaS中的边缘。它补充道（编辑）：</blockquote></p><p>   One of AWS CEO Selipsky's big decisions will be whether to strike back at Microsoft in applications, where&nbsp;  <i>AWS' bare-bones offerings present one of the biggest holes in its product portfolio</i>. Microsoft, in contrast, has one of the deepest libraries of applications in the tech industry.  <i>Applications have also given Microsoft deep connections</i>&nbsp;inside the IT departments of large companies, which have in turn made it easier to sell its Azure cloud services. Microsoft's salespeople carry bigger bags filled with more to sell, so they can compete for a larger share of a customer's wallet. This has been a material sales advantage from the primordial days of enterprise IT. (from The Information article)  <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/886b8e857e2449d6864fd669130b679a\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Global Cloud SaaS revenue share. Data source: ITCandor</span></p><p><blockquote>AWS首席执行官Selipsky的重大决定之一将是是否在应用领域反击微软，其中<i>AWS的基本产品是其产品组合中最大的漏洞之一</i>相比之下，微软拥有科技行业最深厚的应用程序库之一。<i>应用也给了微软很深的联系</i>在大公司的IT部门内部，这反过来又使销售其Azure云服务变得更加容易。微软的销售人员提着更大的袋子，里面装满了更多的东西要卖，这样他们就可以争夺顾客钱包的更大份额。从企业IT的原始时代起，这就是一个重要的销售优势。（摘自资讯文章）<p class=\"t-img-caption\"><span>全球云SaaS收入份额。数据来源：ITCandor</span></p></blockquote></p><p> Investors can easily glean Microsoft's dominance in the Cloud SaaS space. It has even managed to gain share against its closest competitor Salesforce (CRM), as of H1'21. MSFT extended its Cloud SaaS market share to 16.8%, as it further entrenches its leadership in the market. MSFT is far from being the dominant player in this space. But, as explained, Azure pairs its Cloud SaaS capability with its PaaS and IaaS offerings against AWS. Therefore, that allows Azure a solid competitive edge in gaining share in the Cloud market.</p><p><blockquote>投资者可以轻松了解微软在云SaaS领域的主导地位。截至21年上半年，它甚至成功地在与最接近的竞争对手Salesforce(CRM)的竞争中获得了份额。MSFT将其云SaaS市场份额扩大至16.8%，进一步巩固了其在市场中的领导地位。MSFT远非这一领域的主导者。但是，正如所解释的，Azure将其云SaaS功能与其PaaS和IaaS产品结合起来对抗AWS。因此，这使得Azure在获得云市场份额方面具有坚实的竞争优势。</blockquote></p><p> Notably, Gartner also highlighted that Cloud SaaS is expected to continue its importance in total Cloud spending. Cloud SaaS spending is expected to stay consistent as total Cloud spending grows.Gartner estimates&nbsp;that Cloud SaaS spending would account for 36.5% of 2022's total Cloud spending.</p><p><blockquote>值得注意的是，Gartner还强调，SaaS云预计将继续在云总支出中发挥重要作用。随着云总支出的增长，云SaaS支出预计将保持稳定。Gartner估计，云SaaS支出将占2022年云总支出的36.5%。</blockquote></p><p> But AWS is not one to be rolled over. Business Insider reported that AWS has partnerships counting over 100K companies that it relies on to build software applications. The top companies have also developed highly successful collaborations with Amazon, which serves AWS exclusively. As the #1 hyperscaler globally, while Amazon doesn't have the software expertise, it certainly has scale. Therefore, these firms can rely on AWS to give them business if they can consistently deliver. Insider added (edited):</p><p><blockquote>但是AWS不是一个可以被推翻的公司。Business Insider报道称，AWS与超过10万家公司建立了合作伙伴关系，并依赖这些公司来构建软件应用程序。顶级公司还与专门为AWS提供服务的亚马逊建立了非常成功的合作关系。作为全球排名第一的超大规模企业，虽然亚马逊没有软件专业知识，但它肯定有规模。因此，如果这些公司能够始终如一地交付，他们可以依靠AWS为他们提供业务。内部人士补充（编辑）：</blockquote></p><p></p><p>   From joint marketing that piggybacks off Amazon's massive reach to referrals that turn into new business,  <i>the opportunities for AWS partners are \"unlimited,\"</i>but only if they're willing to fight tooth and nail for them. AllCloud CEO Eran Gil emphasized that: \"I think if you choose to do what we did, which is operate specifically in their ecosystem and even more so dedicated to the ecosystem,  <i>they really put a lot of effort into making you successful</i>.\" (from Business Insider article)  <b>So, Is AMZN Stock A Buy Now?</b></p><p><blockquote>从借助亚马逊庞大影响力的联合营销到转化为新业务的推荐，<i>AWS合作伙伴的机会是“无限的”，</i>但前提是他们愿意为他们竭尽全力。AllCloud首席执行官Eran Gil强调：“我认为如果你选择做我们所做的事情，即专门在他们的生态系统中运营，甚至更加致力于生态系统，<i>他们真的为让你成功付出了很多努力</i>.”（来自Business Insider文章）<b>那么，AMZN股票现在值得买入吗？</b></blockquote></p><p> AWS is a critical component of our internal fair value (FV) estimates for AMZN stock. We determined that AWS is worth about 40% to 45% of AMZN's stock value. Therefore, a strong AWS segment growing fast and profitably is extremely important to Amazon stock's success moving forward.</p><p><blockquote>AWS是我们对AMZN股票内部公允价值(FV)估计的重要组成部分。我们确定AWS的价值约为AMZN股票价值的40%至45%。因此，一个快速增长且盈利的强大AWS细分市场对于亚马逊股票的成功极其重要。</blockquote></p><p> Moreover, our FV estimates indicate that AMZN stock is not expensive now.'</p><p><blockquote>此外，我们的FV估计表明亚马逊股票现在并不昂贵。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e3e38dfc4201e5e7add3893b076a60e\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>AMZN stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMZN股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> AMZN stock is also currently trading at an EV/NTM EBITDA of 23.9x. It's also just above its 3Y NTM EBITDA mean of 22.6x. Thus, even though the stock has been consolidating since August '20, its valuation has been getting more attractive as the company gains operating leverage.</p><p><blockquote>AMZN股票目前的EV/NTM EBITDA为23.9倍。它也略高于22.6倍的3年NTM EBITDA平均值。因此，尽管该股自20年8月以来一直在盘整，但随着公司获得运营杠杆，其估值变得更具吸引力。</blockquote></p><p> Therefore, we remain confident of the stock's prognosis in the short/medium term, as well as its long-term prospects.</p><p><blockquote>因此，我们对该股的中短期预测以及长期前景仍然充满信心。</blockquote></p><p> Consequently, we<i>reiterate our Buy rating on AMZN stock</i>.</p><p><blockquote>因此，我们<i>重申我们对亚马逊股票的买入评级</i>.</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock Forecast: What To Watch For In 2022<blockquote>亚马逊股票预测：2022年值得关注</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock Forecast: What To Watch For In 2022<blockquote>亚马逊股票预测：2022年值得关注</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-25 15:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Amazon has faced tremendous challenges in trying to replicate its breathtaking growth in FY20. Despite that, its growth is still healthy over a two-year timeframe.</li>  <li>AWS is facing intense pressure from Azure's success in the Cloud SaaS space. Therefore, Amazon needs to up its SaaS game to compete with Microsoft.</li>  <li>After a relatively difficult 2021 for Amazon stock, we discuss what investors should look out for next year.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52bba4bd95d42d9fa4a3e427c5da764c\" tg-width=\"1536\" tg-height=\"955\" width=\"100%\" height=\"auto\"><span>georgeclerk/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>亚马逊在试图复制2020财年的惊人增长时面临着巨大的挑战。尽管如此，其增长在两年内仍然是健康的。</li><li>AWS正面临来自Azure在云SaaS领域的成功的巨大压力。因此，亚马逊需要升级其SaaS游戏，以与微软竞争。</li><li>在经历了亚马逊股票相对困难的2021年之后，我们讨论了投资者明年应该关注什么。</li></ul><p class=\"t-img-caption\"><span>georgeclerk/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Amazon.com, Inc. (AMZN) stock has had a challenging run since August '20. While the rest of its FAANG peers have done well since August '20, AMZN stock has struggled to gain traction. But, perhaps, the market knows better. While the pandemic tailwinds drove Amazon's business to new heights last year, it has struggled to repeat its performance in 2021. It reported its weakest quarter over the previous three years in FQ3. To make matters worse, Andy Jassy &amp; Co. issued a relatively soft FQ4 guidance that disappointed investors.</p><p><blockquote>自20年8月以来，亚马逊公司(AMZN)的股票经历了充满挑战的走势。尽管自20年8月以来，其他FAANG同行表现良好，但AMZN股票一直难以获得关注。但是，也许市场更清楚。尽管去年疫情的顺风将亚马逊的业务推向了新的高度，但它一直难以在2021年重复其业绩。该公司在第三季度报告了过去三年来最疲软的季度。更糟糕的是，Andy Jassy&amp;Co.发布了相对温和的第四季度指引，令投资者感到失望。</blockquote></p><p> Nevertheless, the market is always forward-looking. After enduring a sharp sell-down post-FQ3 earnings, its stock has already recovered its losses and went on to test its recent all-time high (ATH).</p><p><blockquote>尽管如此，市场总是具有前瞻性。在经历了第三季度盈利后的大幅抛售后，其股价已经收复失地，并继续测试最近的历史高点（ATH）。</blockquote></p><p> We discuss what investors should look out for in FY22. We also discuss whether investors can add AMZN stock now, given the weakness in the market recently.</p><p><blockquote>我们讨论投资者在2022财年应该注意什么。我们还讨论了鉴于最近市场疲软，投资者现在是否可以添加亚马逊股票。</blockquote></p><p> <b>AMZN Stock YTD Performance</b></p><p><blockquote><b>亚马逊股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7953a3a70a5a2abbfc41ed9aa7da757\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>AMZN stock YTD performance (as of 23 November 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMZN股票年初至今表现（截至21年11月23日）。</span></p></blockquote></p><p> AMZN stock has been in a relatively long consolidation phase since August '20. Therefore, investors should not be surprised that the stock has underperformed the broad market in 2021. Nevertheless, it was close to testing its July ATH recently as it recovered remarkably from its post-earnings sell-off. The current market retracement has impacted its recovery momentum. Notwithstanding, we believe that the impact is transitory. We have confidence that AMZN stock will be on its way to taking out its July ATH again moving ahead.</p><p><blockquote>自20年8月以来，AMZN股票一直处于相对较长的盘整阶段。因此，投资者不应对该股在2021年跑输大盘感到惊讶。尽管如此，该公司最近已接近测试7月份的ATH，因为它已从财报后的抛售中显着恢复过来。当前市场回撤影响了其复苏势头。尽管如此，我们认为影响是暂时的。我们相信AMZN股票将再次突破7月ATH。</blockquote></p><p> <b>Amazon's Growth Should Normalize After An Exceptionally Challenging FY21 Comp</b></p><p><blockquote><b>在经历了异常具有挑战性的2021财年业绩之后，亚马逊的增长应该会正常化</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17651a986ac6b754a69d5277ae0b26e8\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Amazon quarterly revenue YoY change. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>亚马逊季度收入同比变化。数据来源：标普资本智商</span></p></blockquote></p><p> FQ3'21 proved to be an exceptionally challenging quarter for Amazon to comp. The company delivered a report that came in below consensus estimates but was within its guidance.We also highlighted in a previous article&nbsp;just before its FQ3's earnings release that we were confident that the company would outperform consensus. However, we were also surprised when the company didn't meet the consensus estimates. After all, the consensus estimates of a 17% YoY growth rate wasn't that challenging, was it? However, the company posted a 15.3% YoY growth in revenue. Thus, it easily ranked as the lowest YoY change over the last three years. If that wasn't enough, AMZN guided that its FQ4'21 revenue growth would come in at around 7.5% (mid-point). It would thus be the lowest YoY change over the last three years, surpassing FQ3's low. Notably, it also means that the company expects to post a single-digit YoY revenue growth, which is almost unheard of.</p><p><blockquote>事实证明，对于亚马逊来说，21年第三季度是一个极具挑战性的季度。该公司发布的报告低于普遍预期，但在其指导范围内。我们还在第三季度财报发布前的上一篇文章中强调，我们有信心该公司的表现将优于共识。然而，当该公司没有达到普遍预期时，我们也感到惊讶。毕竟，17%的同比增长率的共识估计并没有那么具有挑战性，不是吗？然而，该公司的收入同比增长15.3%。因此，它很容易被列为过去三年中最低的同比变化。如果这还不够，AMZN预计其21年第四季度的收入增长率将在7.5%左右（中点）。因此，这将是过去三年来最低的同比变化，超过了第三季度的低点。值得注意的是，这也意味着该公司预计收入同比增长个位数，这几乎是闻所未闻的。</blockquote></p><p> Should investors be surprised? We think if we look at its 1-year YoY change, it's undoubtedly worrying. But CFO Brian Olsavsky also reminded investors:</p><p><blockquote>投资者应该感到惊讶吗？我们认为，如果我们看看其1年同比变化，这无疑令人担忧。但首席财务官布莱恩·奥尔萨夫斯基也提醒投资者：</blockquote></p><p>   Amazon's Q3 revenue of $110.8 billion represented  <i>a 2-year compounded annual growth rate of 25% versus a pre-pandemic growth</i>rate in the low 20% range. We're grateful to our customers who have put their trust in us. (from AMZN's FQ3'21 earnings call)  We think this is telling. AMZN is pulling no punches here. It framed its \"disappointing\" FY21 performance so far as it rode the pandemic tailwinds strongly last year. Readers can quickly glean from the chart above where Amazon's revenue grew by 37.6% YoY in FY20. It would certainly be hard-pressed for investors to expect AMZN to outperform or even match FY20's breathtaking performance this year. After all, this company posted revenue worth $458B in the last twelve months (LTM). So, investors must be realistic.</p><p><blockquote>亚马逊第三季度营收为1108亿美元<i>与大流行前的增长率相比，两年复合年增长率为25%</i>比率在20%的低范围内。我们感谢客户对我们的信任。（来自AMZN 21年第三季度收益看涨期权）我们认为这很能说明问题。亚马逊在这里毫不留情。到目前为止，该公司2021财年的业绩“令人失望”，因为去年该公司强劲地乘着疫情的顺风车。读者可以从上图中快速了解到，亚马逊在2020财年的收入同比增长了37.6%。投资者当然很难期望亚马逊今年的表现超过甚至达到2020财年的惊人业绩。毕竟，该公司在过去12个月内公布的收入价值$458B(LTM)。所以，投资者必须现实一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d2da3e09b97239f15dfb3880a269e83\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Amazon est. revenue mean consensus. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>亚马逊东部。收入意味着共识。数据来源：标普资本智商</span></p></blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b6d6359169456b7e41c8443e99aa8aa\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Amazon est. revenue YoY change. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>亚马逊东部。收入同比变化。数据来源：标普资本智商</span></p></blockquote></p><p> The consensus estimates for FQ4'21 have been revised markedly downwards by 3.1% from September (pre-FQ3 earnings). However, the estimates for FY22 have only been slightly impacted. Consequently, the consensus estimates point to normalized YoY revenue growth of 15% to 20% for AMZN in FY22. Specifically, Amazon is estimated to grow its revenue by 17.8% YoY in FY22. Therefore, the fear that AMZN's growth will slow down drastically might be well overblown.</p><p><blockquote>对21年第4季度的普遍预期较9月份（第3季度前收益）大幅下调了3.1%。然而，对2022财年的预测仅受到轻微影响。因此，市场普遍预测AMZN 2022财年正常收入同比增长15%至20%。具体来说，亚马逊预计2022财年收入将同比增长17.8%。因此，对亚马逊增长将大幅放缓的担忧可能被夸大了。</blockquote></p><p> <b>AWS's Growth Momentum Continues To Lead</b></p><p><blockquote><b>AWS增长势头持续领先</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be0bdce70c0fa6ed792e87198796f0d6\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Cloud infrastructure services vendor market share worldwide. Data source: Canalys</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球云基础设施服务供应商市场份额。数据来源：Canalys</span></p></blockquote></p><p> There's little doubt that AWS continues to face tremendous pressure from the #2 player Azure (MSFT) in the Cloud hyperscaler market. Nonetheless, Amazon has continued to maintain its leadership for its most crucial profitability driver. As a result, AWS's market share remains robust at 32% in CQ3'21, while Azure's share was 21%.</p><p><blockquote>毫无疑问，AWS继续面临来自云超大规模市场第二大玩家Azure(MSFT)的巨大压力。尽管如此，亚马逊在其最关键的盈利驱动力方面继续保持领先地位。因此，AWS的市场份额在21年第三季度保持强劲，为32%，而Azure的市场份额为21%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15fd644ae75fe16d3554e7a5252a474a\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>AWS revenue &amp; YoY change. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>AWS收入和同比变化。数据来源：公司备案</span></p></blockquote></p><p> We can also observe the strength of AWS in helping Amazon drive its topline growth. AWS posted YoY revenue growth of 38.9% in FQ3, as it maintained its robust growth momentum even as the company's e-commerce segment growth decelerated. In addition, AWS is expected to lead the company's growth momentum moving forward.</p><p><blockquote>我们还可以观察到AWS在帮助亚马逊推动营收增长方面的实力。AWS第三季度收入同比增长38.9%，尽管公司电子商务部门增长放缓，但仍保持强劲增长势头。此外，AWS有望引领公司的增长势头向前发展。</blockquote></p><p> IDC estimates&nbsp;that Public Cloud spending will continue to grow remarkably over the next four years. The combined spending is estimated to reach $809M by 2025, representing a CAGR of 21%. Therefore, we believe AWS is well-primed to continue riding its secular multi-year growth. Nevertheless, it's facing significant competition from Azure's edge in Cloud SaaS enterprise applications. It's well documented that MSFT has a substantial advantage in Cloud SaaS spending, and it is the undisputed leader. It has been an area where Amazon has been trying to compete, but MSFT has continued to gain share.The Information also expounded on&nbsp;Azure's edge in Cloud SaaS. It added (edited):</p><p><blockquote>IDC估计，未来四年公共云支出将继续显著增长。预计到2025年，总支出将达到8.09亿美元，复合年增长率为21%。因此，我们相信AWS已做好充分准备，继续实现长期多年增长。尽管如此，它在云SaaS企业应用领域面临着来自Azure优势的激烈竞争。有充分的证据表明，MSFT在云SaaS支出方面具有巨大优势，是无可争议的领导者。这是亚马逊一直试图竞争的领域，但MSFT继续获得份额。该信息还阐述了Azure在云SaaS中的边缘。它补充道（编辑）：</blockquote></p><p>   One of AWS CEO Selipsky's big decisions will be whether to strike back at Microsoft in applications, where&nbsp;  <i>AWS' bare-bones offerings present one of the biggest holes in its product portfolio</i>. Microsoft, in contrast, has one of the deepest libraries of applications in the tech industry.  <i>Applications have also given Microsoft deep connections</i>&nbsp;inside the IT departments of large companies, which have in turn made it easier to sell its Azure cloud services. Microsoft's salespeople carry bigger bags filled with more to sell, so they can compete for a larger share of a customer's wallet. This has been a material sales advantage from the primordial days of enterprise IT. (from The Information article)  <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/886b8e857e2449d6864fd669130b679a\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Global Cloud SaaS revenue share. Data source: ITCandor</span></p><p><blockquote>AWS首席执行官Selipsky的重大决定之一将是是否在应用领域反击微软，其中<i>AWS的基本产品是其产品组合中最大的漏洞之一</i>相比之下，微软拥有科技行业最深厚的应用程序库之一。<i>应用也给了微软很深的联系</i>在大公司的IT部门内部，这反过来又使销售其Azure云服务变得更加容易。微软的销售人员提着更大的袋子，里面装满了更多的东西要卖，这样他们就可以争夺顾客钱包的更大份额。从企业IT的原始时代起，这就是一个重要的销售优势。（摘自资讯文章）<p class=\"t-img-caption\"><span>全球云SaaS收入份额。数据来源：ITCandor</span></p></blockquote></p><p> Investors can easily glean Microsoft's dominance in the Cloud SaaS space. It has even managed to gain share against its closest competitor Salesforce (CRM), as of H1'21. MSFT extended its Cloud SaaS market share to 16.8%, as it further entrenches its leadership in the market. MSFT is far from being the dominant player in this space. But, as explained, Azure pairs its Cloud SaaS capability with its PaaS and IaaS offerings against AWS. Therefore, that allows Azure a solid competitive edge in gaining share in the Cloud market.</p><p><blockquote>投资者可以轻松了解微软在云SaaS领域的主导地位。截至21年上半年，它甚至成功地在与最接近的竞争对手Salesforce(CRM)的竞争中获得了份额。MSFT将其云SaaS市场份额扩大至16.8%，进一步巩固了其在市场中的领导地位。MSFT远非这一领域的主导者。但是，正如所解释的，Azure将其云SaaS功能与其PaaS和IaaS产品结合起来对抗AWS。因此，这使得Azure在获得云市场份额方面具有坚实的竞争优势。</blockquote></p><p> Notably, Gartner also highlighted that Cloud SaaS is expected to continue its importance in total Cloud spending. Cloud SaaS spending is expected to stay consistent as total Cloud spending grows.Gartner estimates&nbsp;that Cloud SaaS spending would account for 36.5% of 2022's total Cloud spending.</p><p><blockquote>值得注意的是，Gartner还强调，SaaS云预计将继续在云总支出中发挥重要作用。随着云总支出的增长，云SaaS支出预计将保持稳定。Gartner估计，云SaaS支出将占2022年云总支出的36.5%。</blockquote></p><p> But AWS is not one to be rolled over. Business Insider reported that AWS has partnerships counting over 100K companies that it relies on to build software applications. The top companies have also developed highly successful collaborations with Amazon, which serves AWS exclusively. As the #1 hyperscaler globally, while Amazon doesn't have the software expertise, it certainly has scale. Therefore, these firms can rely on AWS to give them business if they can consistently deliver. Insider added (edited):</p><p><blockquote>但是AWS不是一个可以被推翻的公司。Business Insider报道称，AWS与超过10万家公司建立了合作伙伴关系，并依赖这些公司来构建软件应用程序。顶级公司还与专门为AWS提供服务的亚马逊建立了非常成功的合作关系。作为全球排名第一的超大规模企业，虽然亚马逊没有软件专业知识，但它肯定有规模。因此，如果这些公司能够始终如一地交付，他们可以依靠AWS为他们提供业务。内部人士补充（编辑）：</blockquote></p><p></p><p>   From joint marketing that piggybacks off Amazon's massive reach to referrals that turn into new business,  <i>the opportunities for AWS partners are \"unlimited,\"</i>but only if they're willing to fight tooth and nail for them. AllCloud CEO Eran Gil emphasized that: \"I think if you choose to do what we did, which is operate specifically in their ecosystem and even more so dedicated to the ecosystem,  <i>they really put a lot of effort into making you successful</i>.\" (from Business Insider article)  <b>So, Is AMZN Stock A Buy Now?</b></p><p><blockquote>从借助亚马逊庞大影响力的联合营销到转化为新业务的推荐，<i>AWS合作伙伴的机会是“无限的”，</i>但前提是他们愿意为他们竭尽全力。AllCloud首席执行官Eran Gil强调：“我认为如果你选择做我们所做的事情，即专门在他们的生态系统中运营，甚至更加致力于生态系统，<i>他们真的为让你成功付出了很多努力</i>.”（来自Business Insider文章）<b>那么，AMZN股票现在值得买入吗？</b></blockquote></p><p> AWS is a critical component of our internal fair value (FV) estimates for AMZN stock. We determined that AWS is worth about 40% to 45% of AMZN's stock value. Therefore, a strong AWS segment growing fast and profitably is extremely important to Amazon stock's success moving forward.</p><p><blockquote>AWS是我们对AMZN股票内部公允价值(FV)估计的重要组成部分。我们确定AWS的价值约为AMZN股票价值的40%至45%。因此，一个快速增长且盈利的强大AWS细分市场对于亚马逊股票的成功极其重要。</blockquote></p><p> Moreover, our FV estimates indicate that AMZN stock is not expensive now.'</p><p><blockquote>此外，我们的FV估计表明亚马逊股票现在并不昂贵。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e3e38dfc4201e5e7add3893b076a60e\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>AMZN stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMZN股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> AMZN stock is also currently trading at an EV/NTM EBITDA of 23.9x. It's also just above its 3Y NTM EBITDA mean of 22.6x. Thus, even though the stock has been consolidating since August '20, its valuation has been getting more attractive as the company gains operating leverage.</p><p><blockquote>AMZN股票目前的EV/NTM EBITDA为23.9倍。它也略高于22.6倍的3年NTM EBITDA平均值。因此，尽管该股自20年8月以来一直在盘整，但随着公司获得运营杠杆，其估值变得更具吸引力。</blockquote></p><p> Therefore, we remain confident of the stock's prognosis in the short/medium term, as well as its long-term prospects.</p><p><blockquote>因此，我们对该股的中短期预测以及长期前景仍然充满信心。</blockquote></p><p> Consequently, we<i>reiterate our Buy rating on AMZN stock</i>.</p><p><blockquote>因此，我们<i>重申我们对亚马逊股票的买入评级</i>.</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4471825-amazon-stock-forecast-2022\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4471825-amazon-stock-forecast-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116400328","content_text":"Summary\n\nAmazon has faced tremendous challenges in trying to replicate its breathtaking growth in FY20. Despite that, its growth is still healthy over a two-year timeframe.\nAWS is facing intense pressure from Azure's success in the Cloud SaaS space. Therefore, Amazon needs to up its SaaS game to compete with Microsoft.\nAfter a relatively difficult 2021 for Amazon stock, we discuss what investors should look out for next year.\n\ngeorgeclerk/iStock Unreleased via Getty Images\nInvestment Thesis\nAmazon.com, Inc. (AMZN) stock has had a challenging run since August '20. While the rest of its FAANG peers have done well since August '20, AMZN stock has struggled to gain traction. But, perhaps, the market knows better. While the pandemic tailwinds drove Amazon's business to new heights last year, it has struggled to repeat its performance in 2021. It reported its weakest quarter over the previous three years in FQ3. To make matters worse, Andy Jassy & Co. issued a relatively soft FQ4 guidance that disappointed investors.\nNevertheless, the market is always forward-looking. After enduring a sharp sell-down post-FQ3 earnings, its stock has already recovered its losses and went on to test its recent all-time high (ATH).\nWe discuss what investors should look out for in FY22. We also discuss whether investors can add AMZN stock now, given the weakness in the market recently.\nAMZN Stock YTD Performance\nAMZN stock YTD performance (as of 23 November 21).\nAMZN stock has been in a relatively long consolidation phase since August '20. Therefore, investors should not be surprised that the stock has underperformed the broad market in 2021. Nevertheless, it was close to testing its July ATH recently as it recovered remarkably from its post-earnings sell-off. The current market retracement has impacted its recovery momentum. Notwithstanding, we believe that the impact is transitory. We have confidence that AMZN stock will be on its way to taking out its July ATH again moving ahead.\nAmazon's Growth Should Normalize After An Exceptionally Challenging FY21 Comp\nAmazon quarterly revenue YoY change. Data source: S&P Capital IQ\nFQ3'21 proved to be an exceptionally challenging quarter for Amazon to comp. The company delivered a report that came in below consensus estimates but was within its guidance.We also highlighted in a previous article just before its FQ3's earnings release that we were confident that the company would outperform consensus. However, we were also surprised when the company didn't meet the consensus estimates. After all, the consensus estimates of a 17% YoY growth rate wasn't that challenging, was it? However, the company posted a 15.3% YoY growth in revenue. Thus, it easily ranked as the lowest YoY change over the last three years. If that wasn't enough, AMZN guided that its FQ4'21 revenue growth would come in at around 7.5% (mid-point). It would thus be the lowest YoY change over the last three years, surpassing FQ3's low. Notably, it also means that the company expects to post a single-digit YoY revenue growth, which is almost unheard of.\nShould investors be surprised? We think if we look at its 1-year YoY change, it's undoubtedly worrying. But CFO Brian Olsavsky also reminded investors:\n\n Amazon's Q3 revenue of $110.8 billion represented\n a 2-year compounded annual growth rate of 25% versus a pre-pandemic growthrate in the low 20% range. We're grateful to our customers who have put their trust in us. (from AMZN's FQ3'21 earnings call)\n\nWe think this is telling. AMZN is pulling no punches here. It framed its \"disappointing\" FY21 performance so far as it rode the pandemic tailwinds strongly last year. Readers can quickly glean from the chart above where Amazon's revenue grew by 37.6% YoY in FY20. It would certainly be hard-pressed for investors to expect AMZN to outperform or even match FY20's breathtaking performance this year. After all, this company posted revenue worth $458B in the last twelve months (LTM). So, investors must be realistic.\nAmazon est. revenue mean consensus. Data source: S&P Capital IQ\nAmazon est. revenue YoY change. Data source: S&P Capital IQ\nThe consensus estimates for FQ4'21 have been revised markedly downwards by 3.1% from September (pre-FQ3 earnings). However, the estimates for FY22 have only been slightly impacted. Consequently, the consensus estimates point to normalized YoY revenue growth of 15% to 20% for AMZN in FY22. Specifically, Amazon is estimated to grow its revenue by 17.8% YoY in FY22. Therefore, the fear that AMZN's growth will slow down drastically might be well overblown.\nAWS's Growth Momentum Continues To Lead\nCloud infrastructure services vendor market share worldwide. Data source: Canalys\nThere's little doubt that AWS continues to face tremendous pressure from the #2 player Azure (MSFT) in the Cloud hyperscaler market. Nonetheless, Amazon has continued to maintain its leadership for its most crucial profitability driver. As a result, AWS's market share remains robust at 32% in CQ3'21, while Azure's share was 21%.\nAWS revenue & YoY change. Data source: Company filings\nWe can also observe the strength of AWS in helping Amazon drive its topline growth. AWS posted YoY revenue growth of 38.9% in FQ3, as it maintained its robust growth momentum even as the company's e-commerce segment growth decelerated. In addition, AWS is expected to lead the company's growth momentum moving forward.\nIDC estimates that Public Cloud spending will continue to grow remarkably over the next four years. The combined spending is estimated to reach $809M by 2025, representing a CAGR of 21%. Therefore, we believe AWS is well-primed to continue riding its secular multi-year growth. Nevertheless, it's facing significant competition from Azure's edge in Cloud SaaS enterprise applications. It's well documented that MSFT has a substantial advantage in Cloud SaaS spending, and it is the undisputed leader. It has been an area where Amazon has been trying to compete, but MSFT has continued to gain share.The Information also expounded on Azure's edge in Cloud SaaS. It added (edited):\n\n One of AWS CEO Selipsky's big decisions will be whether to strike back at Microsoft in applications, where \n AWS' bare-bones offerings present one of the biggest holes in its product portfolio. Microsoft, in contrast, has one of the deepest libraries of applications in the tech industry.\n Applications have also given Microsoft deep connections inside the IT departments of large companies, which have in turn made it easier to sell its Azure cloud services. Microsoft's salespeople carry bigger bags filled with more to sell, so they can compete for a larger share of a customer's wallet. This has been a material sales advantage from the primordial days of enterprise IT. (from The Information article)\n\nGlobal Cloud SaaS revenue share. Data source: ITCandor\nInvestors can easily glean Microsoft's dominance in the Cloud SaaS space. It has even managed to gain share against its closest competitor Salesforce (CRM), as of H1'21. MSFT extended its Cloud SaaS market share to 16.8%, as it further entrenches its leadership in the market. MSFT is far from being the dominant player in this space. But, as explained, Azure pairs its Cloud SaaS capability with its PaaS and IaaS offerings against AWS. Therefore, that allows Azure a solid competitive edge in gaining share in the Cloud market.\nNotably, Gartner also highlighted that Cloud SaaS is expected to continue its importance in total Cloud spending. Cloud SaaS spending is expected to stay consistent as total Cloud spending grows.Gartner estimates that Cloud SaaS spending would account for 36.5% of 2022's total Cloud spending.\nBut AWS is not one to be rolled over. Business Insider reported that AWS has partnerships counting over 100K companies that it relies on to build software applications. The top companies have also developed highly successful collaborations with Amazon, which serves AWS exclusively. As the #1 hyperscaler globally, while Amazon doesn't have the software expertise, it certainly has scale. Therefore, these firms can rely on AWS to give them business if they can consistently deliver. Insider added (edited):\n\n From joint marketing that piggybacks off Amazon's massive reach to referrals that turn into new business,\n the opportunities for AWS partners are \"unlimited,\"but only if they're willing to fight tooth and nail for them. AllCloud CEO Eran Gil emphasized that: \"I think if you choose to do what we did, which is operate specifically in their ecosystem and even more so dedicated to the ecosystem,\n they really put a lot of effort into making you successful.\" (from Business Insider article)\n\nSo, Is AMZN Stock A Buy Now?\nAWS is a critical component of our internal fair value (FV) estimates for AMZN stock. We determined that AWS is worth about 40% to 45% of AMZN's stock value. Therefore, a strong AWS segment growing fast and profitably is extremely important to Amazon stock's success moving forward.\nMoreover, our FV estimates indicate that AMZN stock is not expensive now.'\nAMZN stock EV/NTM EBITDA 3Y mean.\nAMZN stock is also currently trading at an EV/NTM EBITDA of 23.9x. It's also just above its 3Y NTM EBITDA mean of 22.6x. Thus, even though the stock has been consolidating since August '20, its valuation has been getting more attractive as the company gains operating leverage.\nTherefore, we remain confident of the stock's prognosis in the short/medium term, as well as its long-term prospects.\nConsequently, wereiterate our Buy rating on AMZN stock.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874835547,"gmtCreate":1637754706587,"gmtModify":1637754706706,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874835547","repostId":"1119660582","repostType":4,"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":872515821,"gmtCreate":1637546875478,"gmtModify":1637546875641,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"Buy😂","listText":"Buy😂","text":"Buy😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/872515821","repostId":"1153786917","repostType":4,"repost":{"id":"1153786917","kind":"news","pubTimestamp":1637534687,"share":"https://www.laohu8.com/m/news/1153786917?lang=zh_CN&edition=full","pubTime":"2021-11-22 06:44","market":"us","language":"en","title":"Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153786917","media":"Barrons","summary":"The tail end of third-quarter earnings season will bring more results from major retailers next week","content":"<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including&nbsp;Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and&nbsp;Gap.</p><p><blockquote>就在购物者为黑色星期五做准备之际，第三季度财报季的尾声将在下周带来更多主要零售商的业绩。周二，投资者将获得一些零售业巨头的季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和Gap。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一，也是假日购物季的传统开始。美国零售联合会估计，今年11月和12月，美国消费者的支出将达到创纪录的8510亿美元，比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include&nbsp;Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and&nbsp;VMware&nbsp;on Tuesday, Deere&nbsp;on Wednesday&nbsp;and&nbsp;Pinduoduo,Meituan and RLX Technology&nbsp;on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和VMware、周三的Deere以及周五的拼多多、美团-W和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一公布了10月份的现房销售情况。市场普遍估计，经季节调整后，房屋销售量为619万套，比9月份减少10万套。</blockquote></p><p> On Tuesday,IHS Markit&nbsp;releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>周二，IHS Markit发布了11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5，服务业PMI为59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三，联邦公开市场委员会公布了11月初货币政策会议纪要。美国人口普查局还发布10月份耐用品报告，而美国经济分析局则报告10月份个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五，纳斯达克和纽约证券交易所下午1点结束交易，而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技、Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告10月份现房销售情况。市场普遍估计，经季节调整后，房屋销售量为619万套，比9月份减少10万套。去年10月，成屋销量达到金融危机后的峰值673万套，今年大部分时间都在下降，部分原因是供应限制，尤其是在房地产市场的低端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>ADI公司、欧特克公司、百思买公司、伯灵顿商店公司、戴尔技术公司、迪克体育用品公司、美元树公司、Gap公司、HPInc公司。，J.MSmucker、Jacobs Engineering Group、Medtronic和VMware报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit发布</b>11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5，服务业PMI为59。这两个数字都略高于10月份的数据。这两个指数都脱离了今年早些时候的峰值，但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年化增长率为2.2%，高于东亚银行10月底初步估计的2%。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布2021财年第四季度业绩。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布11月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测耐用品新订单环比增长0.2%，达到2620亿美元。不包括运输，新订单预计将增长0.5%，与9月份的增幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。看涨期权普遍认为，继9月份收入下降1%后，每月收入将增长0.4%。个人支出预计将环比增长1%，快于9月份0.6%的增幅。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国证券交易所</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一，也是假日购物季的传统开始。美国零售联合会估计，今年11月和12月，美国消费者的支出将达到创纪录的8510亿美元，比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易，债券市场下午2点收盘。</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>Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBest Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-22 06:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including&nbsp;Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and&nbsp;Gap.</p><p><blockquote>就在购物者为黑色星期五做准备之际，第三季度财报季的尾声将在下周带来更多主要零售商的业绩。周二，投资者将获得一些零售业巨头的季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和Gap。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一，也是假日购物季的传统开始。美国零售联合会估计，今年11月和12月，美国消费者的支出将达到创纪录的8510亿美元，比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include&nbsp;Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and&nbsp;VMware&nbsp;on Tuesday, Deere&nbsp;on Wednesday&nbsp;and&nbsp;Pinduoduo,Meituan and RLX Technology&nbsp;on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和VMware、周三的Deere以及周五的拼多多、美团-W和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一公布了10月份的现房销售情况。市场普遍估计，经季节调整后，房屋销售量为619万套，比9月份减少10万套。</blockquote></p><p> On Tuesday,IHS Markit&nbsp;releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>周二，IHS Markit发布了11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5，服务业PMI为59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三，联邦公开市场委员会公布了11月初货币政策会议纪要。美国人口普查局还发布10月份耐用品报告，而美国经济分析局则报告10月份个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五，纳斯达克和纽约证券交易所下午1点结束交易，而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技、Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告10月份现房销售情况。市场普遍估计，经季节调整后，房屋销售量为619万套，比9月份减少10万套。去年10月，成屋销量达到金融危机后的峰值673万套，今年大部分时间都在下降，部分原因是供应限制，尤其是在房地产市场的低端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>ADI公司、欧特克公司、百思买公司、伯灵顿商店公司、戴尔技术公司、迪克体育用品公司、美元树公司、Gap公司、HPInc公司。，J.MSmucker、Jacobs Engineering Group、Medtronic和VMware报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit发布</b>11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5，服务业PMI为59。这两个数字都略高于10月份的数据。这两个指数都脱离了今年早些时候的峰值，但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年化增长率为2.2%，高于东亚银行10月底初步估计的2%。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布2021财年第四季度业绩。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布11月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测耐用品新订单环比增长0.2%，达到2620亿美元。不包括运输，新订单预计将增长0.5%，与9月份的增幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。看涨期权普遍认为，继9月份收入下降1%后，每月收入将增长0.4%。个人支出预计将环比增长1%，快于9月份0.6%的增幅。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国证券交易所</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一，也是假日购物季的传统开始。美国零售联合会估计，今年11月和12月，美国消费者的支出将达到创纪录的8510亿美元，比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易，债券市场下午2点收盘。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DE":"迪尔股份有限公司",".IXIC":"NASDAQ Composite","ZM":"Zoom","BBY":"百思买",".DJI":"道琼斯",".SPX":"S&P 500 Index","DELL":"戴尔"},"source_url":"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153786917","content_text":"The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and Gap.\nFriday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.\nNon-retail highlights on the earnings calendar next week include Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and VMware on Tuesday, Deere on Wednesday and Pinduoduo,Meituan and RLX Technology on Friday.\nThe National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.\nOn Tuesday,IHS Markit releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.\nOn Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.\nU.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.\nAgilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.\nThe National Association of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.\nAnalog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.\nIHS Markit releases both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.\nThe BEA reports its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.\nDeere reports fiscal fourth-quarter 2021 results.\nThe Federal Open Market Committee releases minutes from its early-November monetary-policy meeting.\nThe Census Bureau releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.\nThe BEA reports personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.\nU.S. bourses and fixed-income markets are closed in observance of Thanksgiving.\nIt’s Black Friday, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.","news_type":1,"symbols_score_info":{"DELL":0.9,".IXIC":0.9,"ZM":0.9,".SPX":0.9,"BBY":0.9,".DJI":0.9,"DE":0.9}},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605448971,"gmtCreate":1639232214963,"gmtModify":1639232215257,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605448971","repostId":"2190675480","repostType":4,"isVote":1,"tweetType":1,"viewCount":3783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862388179,"gmtCreate":1632837779499,"gmtModify":1632837788505,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"Why drop","listText":"Why drop","text":"Why drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/862388179","repostId":"2170770176","repostType":4,"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893083589,"gmtCreate":1628221094141,"gmtModify":1633752460320,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893083589","repostId":"1155519509","repostType":4,"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802010210,"gmtCreate":1627698501830,"gmtModify":1633757005547,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"Next week better !","listText":"Next week better !","text":"Next week better !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/802010210","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603258155,"gmtCreate":1638416731543,"gmtModify":1638416790926,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603258155","repostId":"1101998797","repostType":4,"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823334789,"gmtCreate":1633581064822,"gmtModify":1633581065205,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/823334789","repostId":"2173948607","repostType":4,"repost":{"id":"2173948607","kind":"highlight","pubTimestamp":1633570746,"share":"https://www.laohu8.com/m/news/2173948607?lang=zh_CN&edition=full","pubTime":"2021-10-07 09:39","market":"us","language":"en","title":"Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2173948607","media":"MarketWatch","summary":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge. Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enoug","content":"<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge</p><p><blockquote>瑞银预计，随着航运、原材料和工资成本飙升，定价权将变得更加重要</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9666acc8b6cbedd5fb585565a168bcf\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片</span></p></blockquote></p><p> Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.</p><p><blockquote>随着第三季度财报季的临近，通胀和供应问题是华尔街最热门的词汇之一，投资者等着看哪些公司最擅长管理飙升的成本压力和航运中断。</blockquote></p><p> UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.</p><p><blockquote>瑞银策略师认为，应对这些不利因素的最佳方法之一是公司提高价格，但并非所有公司都能提高价格，从而在不失去客户的情况下产生真正的影响。</blockquote></p><p> A number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc.&nbsp;and Dollar Tree Inc..</p><p><blockquote>鉴于成本上升和供应链中断，不同行业的许多公司已经下调了前瞻性指引，如联邦快递公司、如新企业公司和美元树公司..</blockquote></p><p> Third-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&amp;P 500 companies&nbsp;expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.</p><p><blockquote>第三季度财报季将于下周正式拉开帷幕，标普500公司的每股收益总额预计将同比增长约27%，销售额将同比增长约15%。</blockquote></p><p> “Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.</p><p><blockquote>瑞银策略师本周在给客户的一份报告中写道：“随着运输成本飙升、原材料上涨、供应链问题和工资增长加速，定价能力应该成为相对回报的一个更加重要的主题。”</blockquote></p><p> So the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.</p><p><blockquote>因此，由基思·帕克（Keith Parker）领导的策略师要求瑞银（UBS）33个行业的分析师找出相对定价能力最强的公司。分析师还被要求根据瑞银股票策略在定价能力、利润率势头和投入成本敞口方面的综合得分，选出在各自行业中得分排名前三分之一的公司；拥有“买入”评级；并且股票的价格目标至少有10%的上涨潜力。</blockquote></p><p> Here are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:</p><p><blockquote>以下是瑞银名单上的10只“信念坚定、定价能力强的股票”，它们比分析师的股价目标至少有20%的上涨空间，按字母顺序排列：</blockquote></p><p> <ul>  <li>Advance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.</li> </ul> “The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”</p><p><blockquote><ul><li>Advance Auto Parts Inc.，目标价为255美元，这意味着周三下午交易的价格有约21%的上涨空间。分析师迈克尔·拉瑟(Michael Lasser)表示，他认为这家汽车零部件公司(AAP)的售后市场基本面处于强势地位，流动性的逐步增加和重返办公室工作应该会推动车辆行驶里程的进一步恢复。</li></ul>“汽车零部件行业传统上拥有强大的定价权，能够将价格上涨转嫁给客户，”拉塞尔写道。“此外，AAP在市场的商业领域也拥有最大的敞口，这一点受到了更多的青睐。”</blockquote></p><p> <ul>  <li>Apple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.</li> </ul> “End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.</p><p><blockquote><ul><li>苹果公司的目标价为175美元，意味着24%的上涨空间。分析师David Vogt表示，瑞银调查显示客户对苹果产品的满意度很高，其技术能力的结合表明，这家个人电脑和智能手机巨头的品牌资产应该会推动电池电动汽车(BEV)市场的采用。</li></ul>沃格特写道：“尽管产品采购/产量增加，但终端市场需求逐年改善，导致‘等待时间’增加。”关于纯电动汽车市场，Vogt表示，虽然苹果不是先行者，但“其大量资源应该使该公司成为‘快速追随者’”，类似于2007年进入智能手机市场时。</blockquote></p><p> <ul>  <li>CME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.</li> </ul> “As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.</p><p><blockquote><ul><li>CME Group Inc.，目标价为245美元，意味着上涨23%。分析师Alex Kramm表示，该衍生品交易平台受益于全球扩张、创新、期权的采用和定价。他认为监管可以为增长提供推动力。</li></ul>克拉姆写道：“作为一家主要的美国期货企业，芝商所在该领域享有最高的进入壁垒。”</blockquote></p><p> <ul>  <li>Danaher Corp.&nbsp;has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.</li> </ul> “DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.</p><p><blockquote><ul><li>丹纳赫公司的目标价为365美元，这意味着22%的上涨空间。分析师John Sourbeer认为，医疗产品和服务公司(DHR)在生命科学工具和服务领域“处于非常有利的地位”，因为新冠病毒检测应该比同行好得多，而且疫苗和治疗机会似乎是持久的。</li></ul>Sourbeer写道：“DHR销售引擎能够主动识别潜在定价压力的领域，并[成功地]引导客户购买高价值产品。”</blockquote></p><p></p><p> <ul>  <li>EOG Resources Inc.&nbsp;has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.</li> </ul> “Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”</p><p><blockquote><ul><li>EOG Resources Inc.的目标股价为119美元，上涨38%。分析师劳埃德·伯恩(Lloyd Byrne)鉴于由于钻井天数减少、部署“超级拉链压裂”和合同谈判，预计2022年油井成本将持平或下降，这家石油和天然气勘探公司处于有利地位，可以缓解明年预计的通胀压力。较低的利率。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最佳控制成本来保持利润的公司处于更有利的地位，”伯恩写道。“EOG比大多数公司处于更有利的地位，因为它积极主动地降低投入和服务成本，同时在运营方面表现出色。”</blockquote></p><p> <ul>  <li>Extra Space Storage Inc.’s&nbsp;stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.</li> </ul> “Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”</p><p><blockquote><ul><li>Extra Space Storage Inc.的目标股价为210美元，意味着上涨24%。分析师迈克尔·戈德史密斯表示，他认为强劲的潜在需求，加上供应增长放缓，将支撑租金增长。</li></ul>戈德史密斯写道：“对自助存储的强劲需求和较高的入住率，加上其非自由支配的性质，增加了运营商的定价能力。”“运营商正在向新客户展示他们的定价权，现有客户的租金每9-12个月上涨一次。”</blockquote></p><p> <ul>  <li>Generac Holdings Inc.&nbsp;has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc.&nbsp;and Enphase Energy Inc..</li> </ul> “Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.</p><p><blockquote><ul><li>Generac Holdings Inc.的目标价为500美元，这意味着上涨23%。分析师Jon Windham认为，这家发电设备制造商的竞争优势在于其客户获取平台，这将使其能够从现有企业SolarEdge Technologies Inc.和Enphase Energy Inc.手中夺取市场份额。</li></ul>温德姆写道：“主导市场份额（约80%）和对家庭备用电源的强劲需求使本已很高的住宅产品利润率受到影响。”</blockquote></p><p> <ul>  <li>Nike Inc.’s&nbsp;price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.</li> </ul> “We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.</p><p><blockquote><ul><li>耐克公司185美元的目标价意味着24%的上涨空间。分析师Jay Sole表示，瑞银的调查和定价数据显示，耐克品牌目前在全球关注度排名第一，这家运动服装和配饰公司有很大的空间减少促销活动。</li></ul>Sole写道：“我们认为市场并没有完全理解耐克在产品创新、供应链和电子商务方面的投资如何协同推动销量增长和[平均售价]上涨。”</blockquote></p><p> <ul>  <li>Salesforce.com Inc.&nbsp;has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.</li> </ul> “Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.</p><p><blockquote><ul><li>Salesforce.com Inc.的目标股价为330美元，这意味着20%的上涨潜力。分析师Karl Keirstead表示，这家客户关系管理软件公司似乎正在远远超越之前营业利润率扩张有限的时代，并致力于提高年度营业利润率。</li></ul>“重要的是，利润率前景改善背后的驱动因素在我们看来是可持续的，营收表现出色，永久转向WFH（在家工作）和基于Zoom的客户互动，以及内部更新的费用纪律……这是三个最大的驱动因素，”凯尔斯泰德写道。</blockquote></p><p> <ul>  <li>Teleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.</li> </ul> Taylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.</p><p><blockquote><ul><li>Teleflex Inc.的目标价为480美元，意味着上涨28%。分析师马修·泰勒表示，这家医疗技术产品公司生产了许多不为人所知的廉价产品，这给了他们提高价格的机会。</li></ul>泰勒表示，鉴于该公司在必要程序和选择性程序方面的影响力，他相信从长远来看，利润率可能会“显着提高”，而在大流行后的世界中，这些程序应该会迅速恢复。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-07 09:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge</p><p><blockquote>瑞银预计，随着航运、原材料和工资成本飙升，定价权将变得更加重要</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9666acc8b6cbedd5fb585565a168bcf\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片</span></p></blockquote></p><p> Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.</p><p><blockquote>随着第三季度财报季的临近，通胀和供应问题是华尔街最热门的词汇之一，投资者等着看哪些公司最擅长管理飙升的成本压力和航运中断。</blockquote></p><p> UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.</p><p><blockquote>瑞银策略师认为，应对这些不利因素的最佳方法之一是公司提高价格，但并非所有公司都能提高价格，从而在不失去客户的情况下产生真正的影响。</blockquote></p><p> A number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc.&nbsp;and Dollar Tree Inc..</p><p><blockquote>鉴于成本上升和供应链中断，不同行业的许多公司已经下调了前瞻性指引，如联邦快递公司、如新企业公司和美元树公司..</blockquote></p><p> Third-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&amp;P 500 companies&nbsp;expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.</p><p><blockquote>第三季度财报季将于下周正式拉开帷幕，标普500公司的每股收益总额预计将同比增长约27%，销售额将同比增长约15%。</blockquote></p><p> “Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.</p><p><blockquote>瑞银策略师本周在给客户的一份报告中写道：“随着运输成本飙升、原材料上涨、供应链问题和工资增长加速，定价能力应该成为相对回报的一个更加重要的主题。”</blockquote></p><p> So the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.</p><p><blockquote>因此，由基思·帕克（Keith Parker）领导的策略师要求瑞银（UBS）33个行业的分析师找出相对定价能力最强的公司。分析师还被要求根据瑞银股票策略在定价能力、利润率势头和投入成本敞口方面的综合得分，选出在各自行业中得分排名前三分之一的公司；拥有“买入”评级；并且股票的价格目标至少有10%的上涨潜力。</blockquote></p><p> Here are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:</p><p><blockquote>以下是瑞银名单上的10只“信念坚定、定价能力强的股票”，它们比分析师的股价目标至少有20%的上涨空间，按字母顺序排列：</blockquote></p><p> <ul>  <li>Advance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.</li> </ul> “The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”</p><p><blockquote><ul><li>Advance Auto Parts Inc.，目标价为255美元，这意味着周三下午交易的价格有约21%的上涨空间。分析师迈克尔·拉瑟(Michael Lasser)表示，他认为这家汽车零部件公司(AAP)的售后市场基本面处于强势地位，流动性的逐步增加和重返办公室工作应该会推动车辆行驶里程的进一步恢复。</li></ul>“汽车零部件行业传统上拥有强大的定价权，能够将价格上涨转嫁给客户，”拉塞尔写道。“此外，AAP在市场的商业领域也拥有最大的敞口，这一点受到了更多的青睐。”</blockquote></p><p> <ul>  <li>Apple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.</li> </ul> “End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.</p><p><blockquote><ul><li>苹果公司的目标价为175美元，意味着24%的上涨空间。分析师David Vogt表示，瑞银调查显示客户对苹果产品的满意度很高，其技术能力的结合表明，这家个人电脑和智能手机巨头的品牌资产应该会推动电池电动汽车(BEV)市场的采用。</li></ul>沃格特写道：“尽管产品采购/产量增加，但终端市场需求逐年改善，导致‘等待时间’增加。”关于纯电动汽车市场，Vogt表示，虽然苹果不是先行者，但“其大量资源应该使该公司成为‘快速追随者’”，类似于2007年进入智能手机市场时。</blockquote></p><p> <ul>  <li>CME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.</li> </ul> “As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.</p><p><blockquote><ul><li>CME Group Inc.，目标价为245美元，意味着上涨23%。分析师Alex Kramm表示，该衍生品交易平台受益于全球扩张、创新、期权的采用和定价。他认为监管可以为增长提供推动力。</li></ul>克拉姆写道：“作为一家主要的美国期货企业，芝商所在该领域享有最高的进入壁垒。”</blockquote></p><p> <ul>  <li>Danaher Corp.&nbsp;has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.</li> </ul> “DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.</p><p><blockquote><ul><li>丹纳赫公司的目标价为365美元，这意味着22%的上涨空间。分析师John Sourbeer认为，医疗产品和服务公司(DHR)在生命科学工具和服务领域“处于非常有利的地位”，因为新冠病毒检测应该比同行好得多，而且疫苗和治疗机会似乎是持久的。</li></ul>Sourbeer写道：“DHR销售引擎能够主动识别潜在定价压力的领域，并[成功地]引导客户购买高价值产品。”</blockquote></p><p></p><p> <ul>  <li>EOG Resources Inc.&nbsp;has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.</li> </ul> “Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”</p><p><blockquote><ul><li>EOG Resources Inc.的目标股价为119美元，上涨38%。分析师劳埃德·伯恩(Lloyd Byrne)鉴于由于钻井天数减少、部署“超级拉链压裂”和合同谈判，预计2022年油井成本将持平或下降，这家石油和天然气勘探公司处于有利地位，可以缓解明年预计的通胀压力。较低的利率。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最佳控制成本来保持利润的公司处于更有利的地位，”伯恩写道。“EOG比大多数公司处于更有利的地位，因为它积极主动地降低投入和服务成本，同时在运营方面表现出色。”</blockquote></p><p> <ul>  <li>Extra Space Storage Inc.’s&nbsp;stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.</li> </ul> “Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”</p><p><blockquote><ul><li>Extra Space Storage Inc.的目标股价为210美元，意味着上涨24%。分析师迈克尔·戈德史密斯表示，他认为强劲的潜在需求，加上供应增长放缓，将支撑租金增长。</li></ul>戈德史密斯写道：“对自助存储的强劲需求和较高的入住率，加上其非自由支配的性质，增加了运营商的定价能力。”“运营商正在向新客户展示他们的定价权，现有客户的租金每9-12个月上涨一次。”</blockquote></p><p> <ul>  <li>Generac Holdings Inc.&nbsp;has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc.&nbsp;and Enphase Energy Inc..</li> </ul> “Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.</p><p><blockquote><ul><li>Generac Holdings Inc.的目标价为500美元，这意味着上涨23%。分析师Jon Windham认为，这家发电设备制造商的竞争优势在于其客户获取平台，这将使其能够从现有企业SolarEdge Technologies Inc.和Enphase Energy Inc.手中夺取市场份额。</li></ul>温德姆写道：“主导市场份额（约80%）和对家庭备用电源的强劲需求使本已很高的住宅产品利润率受到影响。”</blockquote></p><p> <ul>  <li>Nike Inc.’s&nbsp;price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.</li> </ul> “We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.</p><p><blockquote><ul><li>耐克公司185美元的目标价意味着24%的上涨空间。分析师Jay Sole表示，瑞银的调查和定价数据显示，耐克品牌目前在全球关注度排名第一，这家运动服装和配饰公司有很大的空间减少促销活动。</li></ul>Sole写道：“我们认为市场并没有完全理解耐克在产品创新、供应链和电子商务方面的投资如何协同推动销量增长和[平均售价]上涨。”</blockquote></p><p> <ul>  <li>Salesforce.com Inc.&nbsp;has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.</li> </ul> “Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.</p><p><blockquote><ul><li>Salesforce.com Inc.的目标股价为330美元，这意味着20%的上涨潜力。分析师Karl Keirstead表示，这家客户关系管理软件公司似乎正在远远超越之前营业利润率扩张有限的时代，并致力于提高年度营业利润率。</li></ul>“重要的是，利润率前景改善背后的驱动因素在我们看来是可持续的，营收表现出色，永久转向WFH（在家工作）和基于Zoom的客户互动，以及内部更新的费用纪律……这是三个最大的驱动因素，”凯尔斯泰德写道。</blockquote></p><p> <ul>  <li>Teleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.</li> </ul> Taylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.</p><p><blockquote><ul><li>Teleflex Inc.的目标价为480美元，意味着上涨28%。分析师马修·泰勒表示，这家医疗技术产品公司生产了许多不为人所知的廉价产品，这给了他们提高价格的机会。</li></ul>泰勒表示，鉴于该公司在必要程序和选择性程序方面的影响力，他相信从长远来看，利润率可能会“显着提高”，而在大流行后的世界中，这些程序应该会迅速恢复。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CME":"芝加哥商品交易所","EXR":"Extra Space Storage Inc","CHTR":"特许通讯","AEE":"阿曼瑞恩","EOG":"依欧格资源","NKE":"耐克","ENPH":"Enphase Energy","GNRC":"Generac控股","CRM":"赛富时","DLTR":"美元树公司","SEDG":"SolarEdge Technologies, Inc.","KO":"可口可乐","USB":"美国合众银行","SBAC":"SBA通信","NUS":"如新集团","FDX":"联邦快递","DHR":"丹纳赫","AAP":"Advance Auto Parts Inc","AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173948607","content_text":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge\nGetty Images\nInflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.\nUBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.\nA number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc. and Dollar Tree Inc..\nThird-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&P 500 companies expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.\n“Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.\nSo the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.\nHere are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:\n\nAdvance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.\n\n“The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”\n\nApple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.\n\n“End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.\n\nCME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.\n\n“As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.\n\nDanaher Corp. has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.\n\n“DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.\n\nEOG Resources Inc. has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.\n\n“Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”\n\nExtra Space Storage Inc.’s stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.\n\n“Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”\n\nGenerac Holdings Inc. has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc. and Enphase Energy Inc..\n\n“Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.\n\nNike Inc.’s price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.\n\n“We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.\n\nSalesforce.com Inc. has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.\n\n“Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.\n\nTeleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.\n\nTaylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.","news_type":1,"symbols_score_info":{"EXR":0.9,"ENPH":0.9,"DHR":0.9,"KO":0.9,"SEDG":0.9,"EOG":0.9,"CME":0.9,"CRM":0.9,"AAP":0.9,"DLTR":0.9,"USB":0.9,"GNRC":0.9,"FDX":0.9,"CHTR":0.9,"AAPL":0.9,"SBAC":0.9,"NUS":0.9,"NKE":0.9,"AEE":0.9}},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884769347,"gmtCreate":1631934434989,"gmtModify":1632805230000,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"No good&nbsp;","listText":"No good&nbsp;","text":"No good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/884769347","repostId":"2168716185","repostType":4,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839218762,"gmtCreate":1629160775956,"gmtModify":1633686958871,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"I see….","listText":"I see….","text":"I see….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/839218762","repostId":"2159222279","repostType":4,"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894811878,"gmtCreate":1628816034294,"gmtModify":1633689280439,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"Sian Liao&nbsp;","listText":"Sian Liao&nbsp;","text":"Sian Liao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/894811878","repostId":"1188620903","repostType":4,"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805829953,"gmtCreate":1627870763772,"gmtModify":1633755752533,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"Watch on","listText":"Watch on","text":"Watch on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805829953","repostId":"1170689665","repostType":4,"repost":{"id":"1170689665","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":1627857540,"share":"https://www.laohu8.com/m/news/1170689665?lang=zh_CN&edition=full","pubTime":"2021-08-02 06:39","market":"us","language":"en","title":"Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170689665","media":"Tiger Newspress","summary":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Dig","content":"<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩本周继续公布。除了数百家小盘股外，至少有143家标普500公司即将发布报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software和Simon Property Group将于周一开始行动。随后，Lyft、阿里巴巴-SW集团控股、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、Uber Technologies、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银都有报告。Beyond Meat、Yelp、Wayfair、Moderna和ViacomCBS将于周四上市，DraftKings、Canopy Growth和猫途鹰将于周五结束本周。中国教育企业新东方教育科技集团有限公司和好未来教育集团取消原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局预计7月份非农就业人数将增加625,000人，而6月份为850,000人。失业率预计将保持在6%以下。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的7月份制造业采购经理人指数，随后是周三公布的服务业采购经理人指数。这两项经济活动指标预计都在61左右，这意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett&amp;Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、喜力、Trex、法拉利、Ultra Clean Holdings和Simon Property Group预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股104美元，周五收盘价为12.95美元。该公司周五晚上完成了8股1股的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布7月份制造业采购经理人指数。普遍预期为60.8，高于6月份的60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份建筑支出。继5月份下降0.3%后，预计环比增长0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>Eaton、BP、Under Armour、Lyft、Clorox、Amgen、Akamai Technologies、Cummins、Eli Lilly、阿里巴巴-SW集团控股、Nikola、EnPro Industries、Warner Music Group、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、Dun&amp;Bradstreet Holdings、ConocoPhillips和Jacobs Engineering Group在评级召开会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告6月份的工厂订单。经济学家预测当月订单增长1.0%，而5月份为增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>Sony Group、CVS Health、卡夫亨氏、软银、General Motors、Progressive、Etsy、Electronic Arts、Western Digital、Uber Technologies、Roku、MGM Resorts International、Fox和Re/Max Holdings预计将举行财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告7月份轻型汽车销量。预计看涨期权经季节调整后的年产量为1530万辆，而6月份为1540万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业PMI。普遍预期为60.8，而6月份为60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>七月份全国就业报告。市场普遍估计非农私营部门就业人数将增加635,000人，6月份增加692,000人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman&amp;Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>美国劳工统计局发布就业报告</b>为了七月。经济学家预测，继6月份非农就业人数增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、猫途鹰、Spectrum Brands Holdings、E.WScripps、Cinemark Holdings和Manitowoc在评级主办会议讨论财务业绩。</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>Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-02 06:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩本周继续公布。除了数百家小盘股外，至少有143家标普500公司即将发布报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software和Simon Property Group将于周一开始行动。随后，Lyft、阿里巴巴-SW集团控股、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、Uber Technologies、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银都有报告。Beyond Meat、Yelp、Wayfair、Moderna和ViacomCBS将于周四上市，DraftKings、Canopy Growth和猫途鹰将于周五结束本周。中国教育企业新东方教育科技集团有限公司和好未来教育集团取消原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局预计7月份非农就业人数将增加625,000人，而6月份为850,000人。失业率预计将保持在6%以下。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的7月份制造业采购经理人指数，随后是周三公布的服务业采购经理人指数。这两项经济活动指标预计都在61左右，这意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett&amp;Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、喜力、Trex、法拉利、Ultra Clean Holdings和Simon Property Group预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股104美元，周五收盘价为12.95美元。该公司周五晚上完成了8股1股的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布7月份制造业采购经理人指数。普遍预期为60.8，高于6月份的60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份建筑支出。继5月份下降0.3%后，预计环比增长0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>Eaton、BP、Under Armour、Lyft、Clorox、Amgen、Akamai Technologies、Cummins、Eli Lilly、阿里巴巴-SW集团控股、Nikola、EnPro Industries、Warner Music Group、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、Dun&amp;Bradstreet Holdings、ConocoPhillips和Jacobs Engineering Group在评级召开会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告6月份的工厂订单。经济学家预测当月订单增长1.0%，而5月份为增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>Sony Group、CVS Health、卡夫亨氏、软银、General Motors、Progressive、Etsy、Electronic Arts、Western Digital、Uber Technologies、Roku、MGM Resorts International、Fox和Re/Max Holdings预计将举行财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告7月份轻型汽车销量。预计看涨期权经季节调整后的年产量为1530万辆，而6月份为1540万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业PMI。普遍预期为60.8，而6月份为60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>七月份全国就业报告。市场普遍估计非农私营部门就业人数将增加635,000人，6月份增加692,000人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman&amp;Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>美国劳工统计局发布就业报告</b>为了七月。经济学家预测，继6月份非农就业人数增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、猫途鹰、Spectrum Brands Holdings、E.WScripps、Cinemark Holdings和Manitowoc在评级主办会议讨论财务业绩。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","EA":"艺电",".DJI":"道琼斯","UBER":"优步","GM":"通用汽车",".IXIC":"NASDAQ Composite","BABA":"阿里巴巴","DKNG":"DraftKings Inc.","GE":"GE航空航天",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170689665","content_text":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.\nWednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.\n\nThe highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.\nOther data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.\nMonday 8/2\nCNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.\nGE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.\nThe Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.\nThe Census Bureau reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.\nTuesday 8/3\nEaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.\nThe Census Bureau is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.\nWednesday 8/4\nSony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.\nThe Bureau of Economic Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.\nThe ISM releases its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.\nADP releases its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.\nThursday 8/5\nZillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.\nFriday 8/6\nThe BLS releases the jobs report for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.\nDraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{"BABA":0.9,".SPX":0.9,"GM":0.9,"VIAC":0.9,"ROKU":0.9,"DKNG":0.9,"EA":0.9,"GE":0.9,".IXIC":0.9,"UBER":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815920005,"gmtCreate":1630636746707,"gmtModify":1631883991790,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"Hope is a good&nbsp;","listText":"Hope is a good&nbsp;","text":"Hope is a good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/815920005","repostId":"1165219022","repostType":4,"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":857376495,"gmtCreate":1635511700125,"gmtModify":1635511710566,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"😂","listText":"😂","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/857376495","repostId":"1111619099","repostType":4,"repost":{"id":"1111619099","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":1635508948,"share":"https://www.laohu8.com/m/news/1111619099?lang=zh_CN&edition=full","pubTime":"2021-10-29 20:02","market":"us","language":"en","title":"Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111619099","media":"Tiger Newspress","summary":"Stock futures dipped Friday morning, with investors eyeing a couple of disappointing earnings results from $Apple$ and $Amazon.com$ that came during an otherwise solid quarterly reporting season from many major companies.At 8:00 a.m. ET, Dow e-minis were down 35 points, or 0.1%, S&P 500 e-minis were down 22.25 points, or 0.49%, and Nasdaq 100 e-minis were down 139.25 points, or 0.88%.Stocks making the biggest moves in the premarket:. $Chevron$ – It gained 2.1% in the premarket after posting its ","content":"<p>Stock futures dipped Friday morning, with investors eyeing a couple of disappointing earnings results from&nbsp;<a href=\"https://laohu8.com/S/AAPL\">Apple</a> and&nbsp;<a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> that came during an otherwise solid quarterly reporting season from many major companies.</p><p><blockquote>周五上午，股指期货下跌，投资者关注一些令人失望的盈利结果<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>这是在许多大公司的季度报告季出现的。</blockquote></p><p> At 8:00 a.m. ET, Dow e-minis were down&nbsp;35&nbsp;points, or 0.1%, S&amp;P 500 e-minis were down&nbsp;22.25&nbsp;points, or 0.49%, and Nasdaq 100 e-minis were&nbsp;down&nbsp;139.25&nbsp;points, or 0.88%.<img src=\"https://static.tigerbbs.com/842ac7540fae29726db03cb07f6237e2\" tg-width=\"1080\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote>截至美国东部时间上午8:00，道指e-mini下跌35点，跌幅0.1%，标普500 e-mini下跌22.25点，跌幅0.49%，纳斯达克100 e-mini下跌139.25点，跌幅0.88%。<b>盘前涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/CVX\">Chevron</a> – It gained 2.1% in the premarket after posting its highest quarterly profit in 8 years amid surging energy prices. Chevron earned an adjusted $2.96 per share for the third quarter, beating the $2.21 consensus estimate, with revenue also beating Wall Street forecasts.</p><p><blockquote><a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>-在能源价格飙升的情况下，该公司公布了8年来最高的季度利润，盘前上涨2.1%。雪佛龙第三季度调整后每股收益为2.96美元，超出市场普遍预期的2.21美元，营收也超出华尔街预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a> – It exceeded estimates by 2 cents with adjusted quarterly earnings of $1.58 per share, though revenue came in below analyst forecasts. Exxon was helped by stronger demand and higher prices, among other factors, and its profit was its highest in four years. Exxon added 1.5% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>-调整后季度收益为每股1.58美元，超出预期2美分，但收入低于分析师预期。埃克森美孚受益于强劲的需求和更高的价格等因素，其利润达到了四年来的最高水平。埃克森美孚在盘前交易中上涨1.5%。</blockquote></p><p> <a href=\"https://laohu8.com/S/NWL\">Newell</a> – The company behind consumer product brands like Rubbermaid, Sunbeam and Sharpie earned an adjusted 54 cents per share for the third quarter, 4 cents above estimates, with revenue slightly above forecasts. It also raised its full-year outlook despite supply chain and inflation issues, and its stock added 2% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/NWL\">纽维尔</a>–Rubbermaid、Sunbeam和Sharpie等消费品品牌背后的公司第三季度调整后每股收益为54美分，比预期高出4美分，收入略高于预期。尽管存在供应链和通胀问题，该公司还上调了全年预期，其股价在盘前上涨了2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/CL\">Colgate-Palmolive</a> – The personal care products company beat estimates by 2 cents with adjusted quarterly earnings of 81 cents per share and revenue also beating analyst predictions. Like many other companies, Colgate said it faced higher costs for raw materials and logistics.</p><p><blockquote><a href=\"https://laohu8.com/S/CL\">高露洁棕榄</a>-这家个人护理产品公司调整后季度收益为每股81美分，超出预期2美分，收入也超出分析师预测。与许多其他公司一样，高露洁表示，它面临着更高的原材料和物流成本。</blockquote></p><p> <a href=\"https://laohu8.com/S/MNTV\">Momentive Global Inc.</a> – The parent of SurveyMonkey agreed to be bought by customer service platform operator&nbsp;Zendesk&nbsp;(ZEN) for $4.13 billion in stock. Zendesk tumbled 18.5% in the premarket, while Momentive Global lost 5.7%.</p><p><blockquote><a href=\"https://laohu8.com/S/MNTV\">迈图全球公司。</a>-SurveyMonkey的母公司同意被客户服务平台运营商Zendesk(ZEN)以41.3亿美元的股票收购。Zendesk盘前下跌18.5%，Momentive Global下跌5.7%。</blockquote></p><p> <a href=\"https://laohu8.com/S/AAPL\">Apple</a> – Apple matched estimates with quarterly earnings of $1.24 per share, but revenue fell below analyst forecasts for the first time since 2016. Supply chain issues impacted the production of iPhones and other Apple products, and the stock fell 3.6% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/AAPL\">苹果</a>-苹果季度收益为每股1.24美元，符合预期，但营收自2016年以来首次低于分析师预期。供应链问题影响了iPhone和其他苹果产品的生产，该股盘前下跌3.6%。</blockquote></p><p> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> – Amazon earned $6.12 per share for the third quarter, well below the $8.92 consensus estimate, with revenue also falling below forecasts. Like Apple, Amazon cited supply chain issues and also pointed to labor shortages, and Amazon shares slid 4.5% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>-亚马逊第三季度每股收益6.12美元，远低于市场普遍预期的8.92美元，营收也低于预期。与苹果一样，亚马逊也提到了供应链问题，并指出劳动力短缺，亚马逊股价在盘前交易中下跌4.5%。</blockquote></p><p> <a href=\"https://laohu8.com/S/SBUX\">Starbucks</a> – Starbucks beat estimates by a penny with an adjusted quarterly profit of $1.00 per share, but the coffee chain’s revenue and global comparable-store sales fell short of Wall Street forecasts. Starbucks saw a particularly negative impact on its results from a resurgence of Covid-19 in the key China market. Starbucks slumped 5.2% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/SBUX\">星巴克</a>-星巴克调整后季度利润为每股1.00美元，超出预期1美分，但该咖啡连锁店的收入和全球可比商店销售额低于华尔街的预期。星巴克的业绩受到了Covid-19在主要中国市场的死灰复燃的特别负面影响。星巴克盘前下跌5.2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a> – Gilead earned an adjusted $2.65 per share for its latest quarter, surpassing the $1.75 consensus estimate, while the drugmaker’s revenue exceeded forecasts by a comfortable margin. Gilead saw strong demand for its antiviral Covid-19 treatment remdesivir, but said full-year sales of its non-Covid drugs won’t reach earlier estimates and its stock lost 1.7% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/GILD\">吉利德科学</a>-吉利德最近一个季度调整后每股收益为2.65美元，超过了市场普遍预期的1.75美元，而该制药商的收入也大幅超出了预期。吉利德看到了对其抗病毒Covid-19治疗药物瑞德西韦的强劲需求，但表示其非Covid药物的全年销售额不会达到之前的预期，其股价在盘前下跌1.7%。</blockquote></p><p> <a href=\"https://laohu8.com/S/X\">U.S. Steel</a> – It surged 9.2% in premarket trading after it reported an adjusted quarterly profit of $5.36 per share, compared with a $4.85 consensus estimate. Revenue also came in above analyst projections as steel shipments surged, while U.S. Steel also raised its quarterly dividend to 5 cents per share from 1 cent, and announced a $300 million stock buyback.</p><p><blockquote><a href=\"https://laohu8.com/S/X\">美国钢铁公司</a>-该公司公布调整后季度利润为每股5.36美元，而市场普遍预期为4.85美元，盘前交易中股价飙升9.2%。随着钢铁出货量激增，收入也高于分析师预期，而美国。Steel还将季度股息从每股1美分提高到5美分，并宣布回购3亿美元的股票。</blockquote></p><p> <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> – The disk drive maker tumbled 11.2% in premarket trading after the company provided weaker-than-expected current-quarter financial guidance. Western Digital, like other tech companies, is being hit by supply chain issues, although it did beat estimates by 4 cents with an adjusted quarterly profit of $2.49 per share.</p><p><blockquote><a href=\"https://laohu8.com/S/WDC\">西部数据</a>-这家磁盘驱动器制造商在盘前交易中下跌11.2%，此前该公司提供了弱于预期的本季度财务指引。与其他科技公司一样，西部数据也受到供应链问题的打击，尽管它确实超出了预期4美分，调整后季度利润为每股2.49美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-29 20:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stock futures dipped Friday morning, with investors eyeing a couple of disappointing earnings results from&nbsp;<a href=\"https://laohu8.com/S/AAPL\">Apple</a> and&nbsp;<a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> that came during an otherwise solid quarterly reporting season from many major companies.</p><p><blockquote>周五上午，股指期货下跌，投资者关注一些令人失望的盈利结果<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>这是在许多大公司的季度报告季出现的。</blockquote></p><p> At 8:00 a.m. ET, Dow e-minis were down&nbsp;35&nbsp;points, or 0.1%, S&amp;P 500 e-minis were down&nbsp;22.25&nbsp;points, or 0.49%, and Nasdaq 100 e-minis were&nbsp;down&nbsp;139.25&nbsp;points, or 0.88%.<img src=\"https://static.tigerbbs.com/842ac7540fae29726db03cb07f6237e2\" tg-width=\"1080\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote>截至美国东部时间上午8:00，道指e-mini下跌35点，跌幅0.1%，标普500 e-mini下跌22.25点，跌幅0.49%，纳斯达克100 e-mini下跌139.25点，跌幅0.88%。<b>盘前涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/CVX\">Chevron</a> – It gained 2.1% in the premarket after posting its highest quarterly profit in 8 years amid surging energy prices. Chevron earned an adjusted $2.96 per share for the third quarter, beating the $2.21 consensus estimate, with revenue also beating Wall Street forecasts.</p><p><blockquote><a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>-在能源价格飙升的情况下，该公司公布了8年来最高的季度利润，盘前上涨2.1%。雪佛龙第三季度调整后每股收益为2.96美元，超出市场普遍预期的2.21美元，营收也超出华尔街预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a> – It exceeded estimates by 2 cents with adjusted quarterly earnings of $1.58 per share, though revenue came in below analyst forecasts. Exxon was helped by stronger demand and higher prices, among other factors, and its profit was its highest in four years. Exxon added 1.5% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>-调整后季度收益为每股1.58美元，超出预期2美分，但收入低于分析师预期。埃克森美孚受益于强劲的需求和更高的价格等因素，其利润达到了四年来的最高水平。埃克森美孚在盘前交易中上涨1.5%。</blockquote></p><p> <a href=\"https://laohu8.com/S/NWL\">Newell</a> – The company behind consumer product brands like Rubbermaid, Sunbeam and Sharpie earned an adjusted 54 cents per share for the third quarter, 4 cents above estimates, with revenue slightly above forecasts. It also raised its full-year outlook despite supply chain and inflation issues, and its stock added 2% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/NWL\">纽维尔</a>–Rubbermaid、Sunbeam和Sharpie等消费品品牌背后的公司第三季度调整后每股收益为54美分，比预期高出4美分，收入略高于预期。尽管存在供应链和通胀问题，该公司还上调了全年预期，其股价在盘前上涨了2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/CL\">Colgate-Palmolive</a> – The personal care products company beat estimates by 2 cents with adjusted quarterly earnings of 81 cents per share and revenue also beating analyst predictions. Like many other companies, Colgate said it faced higher costs for raw materials and logistics.</p><p><blockquote><a href=\"https://laohu8.com/S/CL\">高露洁棕榄</a>-这家个人护理产品公司调整后季度收益为每股81美分，超出预期2美分，收入也超出分析师预测。与许多其他公司一样，高露洁表示，它面临着更高的原材料和物流成本。</blockquote></p><p> <a href=\"https://laohu8.com/S/MNTV\">Momentive Global Inc.</a> – The parent of SurveyMonkey agreed to be bought by customer service platform operator&nbsp;Zendesk&nbsp;(ZEN) for $4.13 billion in stock. Zendesk tumbled 18.5% in the premarket, while Momentive Global lost 5.7%.</p><p><blockquote><a href=\"https://laohu8.com/S/MNTV\">迈图全球公司。</a>-SurveyMonkey的母公司同意被客户服务平台运营商Zendesk(ZEN)以41.3亿美元的股票收购。Zendesk盘前下跌18.5%，Momentive Global下跌5.7%。</blockquote></p><p> <a href=\"https://laohu8.com/S/AAPL\">Apple</a> – Apple matched estimates with quarterly earnings of $1.24 per share, but revenue fell below analyst forecasts for the first time since 2016. Supply chain issues impacted the production of iPhones and other Apple products, and the stock fell 3.6% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/AAPL\">苹果</a>-苹果季度收益为每股1.24美元，符合预期，但营收自2016年以来首次低于分析师预期。供应链问题影响了iPhone和其他苹果产品的生产，该股盘前下跌3.6%。</blockquote></p><p> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> – Amazon earned $6.12 per share for the third quarter, well below the $8.92 consensus estimate, with revenue also falling below forecasts. Like Apple, Amazon cited supply chain issues and also pointed to labor shortages, and Amazon shares slid 4.5% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>-亚马逊第三季度每股收益6.12美元，远低于市场普遍预期的8.92美元，营收也低于预期。与苹果一样，亚马逊也提到了供应链问题，并指出劳动力短缺，亚马逊股价在盘前交易中下跌4.5%。</blockquote></p><p> <a href=\"https://laohu8.com/S/SBUX\">Starbucks</a> – Starbucks beat estimates by a penny with an adjusted quarterly profit of $1.00 per share, but the coffee chain’s revenue and global comparable-store sales fell short of Wall Street forecasts. Starbucks saw a particularly negative impact on its results from a resurgence of Covid-19 in the key China market. Starbucks slumped 5.2% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/SBUX\">星巴克</a>-星巴克调整后季度利润为每股1.00美元，超出预期1美分，但该咖啡连锁店的收入和全球可比商店销售额低于华尔街的预期。星巴克的业绩受到了Covid-19在主要中国市场的死灰复燃的特别负面影响。星巴克盘前下跌5.2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a> – Gilead earned an adjusted $2.65 per share for its latest quarter, surpassing the $1.75 consensus estimate, while the drugmaker’s revenue exceeded forecasts by a comfortable margin. Gilead saw strong demand for its antiviral Covid-19 treatment remdesivir, but said full-year sales of its non-Covid drugs won’t reach earlier estimates and its stock lost 1.7% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/GILD\">吉利德科学</a>-吉利德最近一个季度调整后每股收益为2.65美元，超过了市场普遍预期的1.75美元，而该制药商的收入也大幅超出了预期。吉利德看到了对其抗病毒Covid-19治疗药物瑞德西韦的强劲需求，但表示其非Covid药物的全年销售额不会达到之前的预期，其股价在盘前下跌1.7%。</blockquote></p><p> <a href=\"https://laohu8.com/S/X\">U.S. Steel</a> – It surged 9.2% in premarket trading after it reported an adjusted quarterly profit of $5.36 per share, compared with a $4.85 consensus estimate. Revenue also came in above analyst projections as steel shipments surged, while U.S. Steel also raised its quarterly dividend to 5 cents per share from 1 cent, and announced a $300 million stock buyback.</p><p><blockquote><a href=\"https://laohu8.com/S/X\">美国钢铁公司</a>-该公司公布调整后季度利润为每股5.36美元，而市场普遍预期为4.85美元，盘前交易中股价飙升9.2%。随着钢铁出货量激增，收入也高于分析师预期，而美国。Steel还将季度股息从每股1美分提高到5美分，并宣布回购3亿美元的股票。</blockquote></p><p> <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> – The disk drive maker tumbled 11.2% in premarket trading after the company provided weaker-than-expected current-quarter financial guidance. Western Digital, like other tech companies, is being hit by supply chain issues, although it did beat estimates by 4 cents with an adjusted quarterly profit of $2.49 per share.</p><p><blockquote><a href=\"https://laohu8.com/S/WDC\">西部数据</a>-这家磁盘驱动器制造商在盘前交易中下跌11.2%，此前该公司提供了弱于预期的本季度财务指引。与其他科技公司一样，西部数据也受到供应链问题的打击，尽管它确实超出了预期4美分，调整后季度利润为每股2.49美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NWL":"纽威","AMZN":"亚马逊","CL":"高露洁","AAPL":"苹果","WDC":"西部数据","X":"美国钢铁","GILD":"吉利德科学","XOM":"埃克森美孚","MNTV":"Momentive Global Inc.","CVX":"雪佛龙","SBUX":"星巴克"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111619099","content_text":"Stock futures dipped Friday morning, with investors eyeing a couple of disappointing earnings results from Apple and Amazon.com that came during an otherwise solid quarterly reporting season from many major companies.\nAt 8:00 a.m. ET, Dow e-minis were down 35 points, or 0.1%, S&P 500 e-minis were down 22.25 points, or 0.49%, and Nasdaq 100 e-minis were down 139.25 points, or 0.88%.Stocks making the biggest moves in the premarket:\nChevron – It gained 2.1% in the premarket after posting its highest quarterly profit in 8 years amid surging energy prices. Chevron earned an adjusted $2.96 per share for the third quarter, beating the $2.21 consensus estimate, with revenue also beating Wall Street forecasts.\nExxon Mobil – It exceeded estimates by 2 cents with adjusted quarterly earnings of $1.58 per share, though revenue came in below analyst forecasts. Exxon was helped by stronger demand and higher prices, among other factors, and its profit was its highest in four years. Exxon added 1.5% in premarket trading.\nNewell – The company behind consumer product brands like Rubbermaid, Sunbeam and Sharpie earned an adjusted 54 cents per share for the third quarter, 4 cents above estimates, with revenue slightly above forecasts. It also raised its full-year outlook despite supply chain and inflation issues, and its stock added 2% in premarket action.\nColgate-Palmolive – The personal care products company beat estimates by 2 cents with adjusted quarterly earnings of 81 cents per share and revenue also beating analyst predictions. Like many other companies, Colgate said it faced higher costs for raw materials and logistics.\nMomentive Global Inc. – The parent of SurveyMonkey agreed to be bought by customer service platform operator Zendesk (ZEN) for $4.13 billion in stock. Zendesk tumbled 18.5% in the premarket, while Momentive Global lost 5.7%.\nApple – Apple matched estimates with quarterly earnings of $1.24 per share, but revenue fell below analyst forecasts for the first time since 2016. Supply chain issues impacted the production of iPhones and other Apple products, and the stock fell 3.6% in the premarket.\nAmazon.com – Amazon earned $6.12 per share for the third quarter, well below the $8.92 consensus estimate, with revenue also falling below forecasts. Like Apple, Amazon cited supply chain issues and also pointed to labor shortages, and Amazon shares slid 4.5% in premarket trading.\nStarbucks – Starbucks beat estimates by a penny with an adjusted quarterly profit of $1.00 per share, but the coffee chain’s revenue and global comparable-store sales fell short of Wall Street forecasts. Starbucks saw a particularly negative impact on its results from a resurgence of Covid-19 in the key China market. Starbucks slumped 5.2% in premarket action.\nGilead Sciences – Gilead earned an adjusted $2.65 per share for its latest quarter, surpassing the $1.75 consensus estimate, while the drugmaker’s revenue exceeded forecasts by a comfortable margin. Gilead saw strong demand for its antiviral Covid-19 treatment remdesivir, but said full-year sales of its non-Covid drugs won’t reach earlier estimates and its stock lost 1.7% in the premarket.\nU.S. Steel – It surged 9.2% in premarket trading after it reported an adjusted quarterly profit of $5.36 per share, compared with a $4.85 consensus estimate. Revenue also came in above analyst projections as steel shipments surged, while U.S. Steel also raised its quarterly dividend to 5 cents per share from 1 cent, and announced a $300 million stock buyback.\nWestern Digital – The disk drive maker tumbled 11.2% in premarket trading after the company provided weaker-than-expected current-quarter financial guidance. Western Digital, like other tech companies, is being hit by supply chain issues, although it did beat estimates by 4 cents with an adjusted quarterly profit of $2.49 per share.","news_type":1,"symbols_score_info":{"WDC":0.9,"GILD":0.9,"CVX":0.9,"X":0.9,"MNTV":0.9,"NWL":0.9,"SBUX":0.9,"XOM":0.9,"AMZN":0.9,"AAPL":0.9,"CL":0.9}},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827917131,"gmtCreate":1634389254057,"gmtModify":1634389254416,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"Gooo","listText":"Gooo","text":"Gooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/827917131","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828239553,"gmtCreate":1633915029630,"gmtModify":1633915029784,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"Can 😂","listText":"Can 😂","text":"Can 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/828239553","repostId":"1199866742","repostType":4,"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818892866,"gmtCreate":1630392694855,"gmtModify":1704959597698,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818892866","repostId":"2163833181","repostType":4,"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177936270,"gmtCreate":1627174880790,"gmtModify":1633767522351,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"I hope it will follow Tesla up not down 😂","listText":"I hope it will follow Tesla up not down 😂","text":"I hope it will follow Tesla up not down 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177936270","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售价格较高的汽车，与宝马、梅赛德斯和雷克萨斯等品牌竞争。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在短期内。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售价格较高的汽车，与宝马、梅赛德斯和雷克萨斯等品牌竞争。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在短期内。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179195880,"gmtCreate":1626491257440,"gmtModify":1633926277592,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/179195880","repostId":"2152168563","repostType":4,"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142117793,"gmtCreate":1626136396212,"gmtModify":1633929819431,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"Must buy 😂","listText":"Must buy 😂","text":"Must buy 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/142117793","repostId":"1125747733","repostType":4,"repost":{"id":"1125747733","kind":"news","pubTimestamp":1626136138,"share":"https://www.laohu8.com/m/news/1125747733?lang=zh_CN&edition=full","pubTime":"2021-07-13 08:28","market":"us","language":"en","title":"3 Unstoppable Stocks to Buy Instead of AMC<blockquote>3只不可阻挡的股票而不是AMC</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125747733","media":"Motley Fool","summary":"Key Points\n\nAMC could continue to perform well over the near term, but its long-term growth prospect","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>AMC could continue to perform well over the near term, but its long-term growth prospects are less certain.</li>  <li>Several other stocks are poised to deliver stronger long-term growth by capitalizing on unstoppable trends.</li> </ul> </p><p><blockquote><ul><li>AMC短期内可能会继续表现良好，但其长期增长前景不太确定。</li><li>其他几只股票有望通过利用不可阻挡的趋势实现更强劲的长期增长。</li></ul></blockquote></p><p> If you're looking for trash talk about&nbsp;<b>AMC Entertainment</b>(NYSE:AMC), you won't find it here. I fully expect AMC's business to rebound significantly this year and into 2022. It's possible that the high-flying stock could still perform pretty well over the near term.</p><p><blockquote>如果你在找垃圾话<b>AMC院线</b>（纽约证券交易所代码：AMC），您在这里找不到它。我完全预计AMC的业务将在今年和2022年大幅反弹。这只飞速发展的股票在短期内仍有可能表现良好。</blockquote></p><p> However, long-term investors must focus on -- unsurprisingly -- the long term. And it's the long term where things get murkier for AMC, in my view. I'm doubtful that the company will have strong and sustainable growth after it fully recovers from the effects of the pandemic.</p><p><blockquote>然而，不出所料，长期投资者必须着眼于长期。在我看来，从长远来看，AMC的情况会变得更加模糊。我怀疑该公司在从大流行的影响中完全恢复后能否实现强劲和可持续的增长。</blockquote></p><p> On the other hand, there are other companies that should have tremendous long-term prospects. These businesses will not just profit as COVID-19 concerns hopefully diminish; they're built to continue growing for years to come.&nbsp;Here are three unstoppable stocks to buy instead of AMC.</p><p><blockquote>另一方面，还有其他公司应该具有巨大的长期前景。随着新冠肺炎担忧有望减少，这些企业不仅会获利；它们旨在在未来几年继续增长。以下是值得购买的三只不可阻挡的股票，而不是AMC。</blockquote></p><p> <b>Amazon.com</b></p><p><blockquote><b>亚马逊</b></blockquote></p><p> What are technologies that will almost certainly be even more widely adopted in the future? I'd put artificial intelligence (AI), e-commerce, self-driving cars, streaming TV, and telehealth on the list, for sure.&nbsp;<b>Amazon.com</b>(NASDAQ:AMZN)is targeting each of these areas.</p><p><blockquote>哪些技术几乎肯定会在未来被更广泛采用？我肯定会把人工智能（AI）、电子商务、自动驾驶汽车、流媒体电视和远程医疗列入清单。<b>亚马逊</b>（纳斯达克：AMZN）正在瞄准这些领域。</blockquote></p><p> \"Targeting\" is really too weak of a word to use with respect to Amazon's e-commerce business. The company reigns as the 800-pound gorilla in e-commerce with online sales of $52.9 billion in the first quarter, up 41% year over year. But e-commerce comprised only 13.4% of total U.S. retail sales in Q1, giving Amazon plenty of opportunities for growth.</p><p><blockquote>对于亚马逊的电子商务业务来说，“定位”这个词实在是太弱了。该公司是电子商务领域的800磅大猩猩，第一季度在线销售额为529亿美元，同比增长41%。但第一季度电子商务仅占美国零售总额的13.4%，这给亚马逊带来了大量增长机会。</blockquote></p><p> Amazon's most obvious AI product is its Alexa virtual assistant. However, the company is probably making the most impact on AI adoption with its Amazon Web Services (AWS) cloud hosting unit. Nearly 90% of AI deep learning projects on the cloud are hosted on AWS.</p><p><blockquote>亚马逊最明显的AI产品是其Alexa虚拟助手。然而，该公司的亚马逊网络服务(AWS)云托管部门可能对人工智能的采用产生了最大的影响。云上近90%的AI深度学习项目都托管在AWS上。</blockquote></p><p> Perhaps the best reason to invest in Amazon is that it has a wide range of growth opportunities. One that I'm especially watching closely is the company's move into healthcare. Amazon has already launched an online pharmacy and is ina good position to become a leader in telehealthwith its new Amazon Care service.</p><p><blockquote>也许投资亚马逊的最佳理由是它拥有广泛的增长机会。我特别密切关注的一件事是该公司进军医疗保健领域。亚马逊已经推出了在线药房，并凭借其新的亚马逊护理服务处于成为远程医疗领导者的有利地位。</blockquote></p><p> <b>Brookfield Renewable</b></p><p><blockquote><b>布鲁克菲尔德可再生能源</b></blockquote></p><p> Another unstoppable trend that could make long-term investors a lot of money is the increased use of renewable energy sources. Countries across the world have established ambitious goals for reducing carbon emissions. So have major corporations (including Amazon).&nbsp;<b>Brookfield Renewable</b>(NYSE:BEP)(NYSE:BEPC)stands out as one of the bestrenewable energy stocksto buy.</p><p><blockquote>另一个可以让长期投资者赚很多钱的不可阻挡的趋势是可再生能源的使用增加。世界各国都制定了雄心勃勃的碳减排目标。大公司也是如此（包括亚马逊）。<b>布鲁克菲尔德可再生能源</b>(NYSE：BEP)(NYSE：BEPC)脱颖而出，成为最值得购买的可再生能源股票之一。</blockquote></p><p> Brookfield Renewable operates nearly 6,000 power generation facilities across four continents with a combined capacity of roughly 21,000 megawatts. Around 62% of the company's capacity comes from hydroelectric power, but Brookfield Renewable is increasing its wind and solar portfolio.</p><p><blockquote>Brookfield Renewable在四大洲运营着近6,000个发电设施，总容量约为21,000兆瓦。该公司约62%的产能来自水力发电，但布鲁克菲尔德可再生能源公司正在增加其风能和太阳能投资组合。</blockquote></p><p> The company thinks it can deliver annual total returns of close to 15% over the long term. That goal seems attainable considering that Brookfield Renewable has achieved an 18% average annual total return over the last two decades and has a development pipeline that could more than double its current capacity.</p><p><blockquote>该公司认为，从长远来看，它可以实现接近15%的年总回报率。考虑到Brookfield Renewable在过去二十年中实现了18%的平均年总回报率，并且其开发管道可能是其当前产能的两倍以上，这一目标似乎是可以实现的。</blockquote></p><p> Brookfield Renewable also offers something that neither AMC nor Amazon do -- a strong dividend. Its dividend yield currently stands at close to 3%. The company has increased its distribution by a compound annual growth rate of 6% since 2000.</p><p><blockquote>布鲁克菲尔德可再生能源公司还提供AMC和亚马逊都没有提供的东西——强劲的股息。其股息收益率目前接近3%。自2000年以来，该公司以6%的复合年增长率增加了分配。</blockquote></p><p> <b>Intuitive Surgical</b></p><p><blockquote><b>直观手术</b></blockquote></p><p> There's another unstoppable trend that you probably don't think about very much. The use of robotic surgical systems continues to grow.&nbsp;<b>Intuitive Surgical</b>(NASDAQ:ISRG)is the indisputable leader in this market.</p><p><blockquote>还有一个不可阻挡的趋势，你可能没怎么想。机器人手术系统的使用持续增长。<b>直观手术</b>（纳斯达克：ISRG）是该市场无可争议的领导者。</blockquote></p><p> Like AMC, Intuitive Surgical faced headwinds from the COVID-19 pandemic although its challenges weren't nearly as great as those of the theater chain. The good news for Intuitive is that procedure volumes continue to rebound strongly.</p><p><blockquote>与AMC一样，Intuitive Surgical也面临着来自COVID-19大流行的阻力，尽管其挑战远不如连锁影院那么大。对于Intuitive来说，好消息是手术量继续强劲反弹。</blockquote></p><p> Just how much can Intuitive grow? The company estimates that around 6 million procedures are performed annually where it already has products and regulatory clearances. In 2020, Intuitive's robotic systems were used in a little over 1.2 million procedures.</p><p><blockquote>直觉到底能增长多少？该公司估计，在已经获得产品和监管许可的情况下，每年执行约600万例手术。2020年，Intuitive的机器人系统被用于超过120万例手术。</blockquote></p><p> Even better, Intuitive Surgical continues to introduce new products that expand the types of procedures for which robotic assistance can be used. Close to 20 million soft tissue surgeries are performed each year. Over time, Intuitive could be in a position to target all of these procedures.</p><p><blockquote>更好的是，Intuitive Surgical继续推出新产品，扩大可以使用机器人辅助的手术类型。每年进行近2000万例软组织手术。随着时间的推移，Intuitive可能能够针对所有这些程序。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Unstoppable Stocks to Buy Instead of AMC<blockquote>3只不可阻挡的股票而不是AMC</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Unstoppable Stocks to Buy Instead of AMC<blockquote>3只不可阻挡的股票而不是AMC</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-13 08:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>AMC could continue to perform well over the near term, but its long-term growth prospects are less certain.</li>  <li>Several other stocks are poised to deliver stronger long-term growth by capitalizing on unstoppable trends.</li> </ul> </p><p><blockquote><ul><li>AMC短期内可能会继续表现良好，但其长期增长前景不太确定。</li><li>其他几只股票有望通过利用不可阻挡的趋势实现更强劲的长期增长。</li></ul></blockquote></p><p> If you're looking for trash talk about&nbsp;<b>AMC Entertainment</b>(NYSE:AMC), you won't find it here. I fully expect AMC's business to rebound significantly this year and into 2022. It's possible that the high-flying stock could still perform pretty well over the near term.</p><p><blockquote>如果你在找垃圾话<b>AMC院线</b>（纽约证券交易所代码：AMC），您在这里找不到它。我完全预计AMC的业务将在今年和2022年大幅反弹。这只飞速发展的股票在短期内仍有可能表现良好。</blockquote></p><p> However, long-term investors must focus on -- unsurprisingly -- the long term. And it's the long term where things get murkier for AMC, in my view. I'm doubtful that the company will have strong and sustainable growth after it fully recovers from the effects of the pandemic.</p><p><blockquote>然而，不出所料，长期投资者必须着眼于长期。在我看来，从长远来看，AMC的情况会变得更加模糊。我怀疑该公司在从大流行的影响中完全恢复后能否实现强劲和可持续的增长。</blockquote></p><p> On the other hand, there are other companies that should have tremendous long-term prospects. These businesses will not just profit as COVID-19 concerns hopefully diminish; they're built to continue growing for years to come.&nbsp;Here are three unstoppable stocks to buy instead of AMC.</p><p><blockquote>另一方面，还有其他公司应该具有巨大的长期前景。随着新冠肺炎担忧有望减少，这些企业不仅会获利；它们旨在在未来几年继续增长。以下是值得购买的三只不可阻挡的股票，而不是AMC。</blockquote></p><p> <b>Amazon.com</b></p><p><blockquote><b>亚马逊</b></blockquote></p><p> What are technologies that will almost certainly be even more widely adopted in the future? I'd put artificial intelligence (AI), e-commerce, self-driving cars, streaming TV, and telehealth on the list, for sure.&nbsp;<b>Amazon.com</b>(NASDAQ:AMZN)is targeting each of these areas.</p><p><blockquote>哪些技术几乎肯定会在未来被更广泛采用？我肯定会把人工智能（AI）、电子商务、自动驾驶汽车、流媒体电视和远程医疗列入清单。<b>亚马逊</b>（纳斯达克：AMZN）正在瞄准这些领域。</blockquote></p><p> \"Targeting\" is really too weak of a word to use with respect to Amazon's e-commerce business. The company reigns as the 800-pound gorilla in e-commerce with online sales of $52.9 billion in the first quarter, up 41% year over year. But e-commerce comprised only 13.4% of total U.S. retail sales in Q1, giving Amazon plenty of opportunities for growth.</p><p><blockquote>对于亚马逊的电子商务业务来说，“定位”这个词实在是太弱了。该公司是电子商务领域的800磅大猩猩，第一季度在线销售额为529亿美元，同比增长41%。但第一季度电子商务仅占美国零售总额的13.4%，这给亚马逊带来了大量增长机会。</blockquote></p><p> Amazon's most obvious AI product is its Alexa virtual assistant. However, the company is probably making the most impact on AI adoption with its Amazon Web Services (AWS) cloud hosting unit. Nearly 90% of AI deep learning projects on the cloud are hosted on AWS.</p><p><blockquote>亚马逊最明显的AI产品是其Alexa虚拟助手。然而，该公司的亚马逊网络服务(AWS)云托管部门可能对人工智能的采用产生了最大的影响。云上近90%的AI深度学习项目都托管在AWS上。</blockquote></p><p> Perhaps the best reason to invest in Amazon is that it has a wide range of growth opportunities. One that I'm especially watching closely is the company's move into healthcare. Amazon has already launched an online pharmacy and is ina good position to become a leader in telehealthwith its new Amazon Care service.</p><p><blockquote>也许投资亚马逊的最佳理由是它拥有广泛的增长机会。我特别密切关注的一件事是该公司进军医疗保健领域。亚马逊已经推出了在线药房，并凭借其新的亚马逊护理服务处于成为远程医疗领导者的有利地位。</blockquote></p><p> <b>Brookfield Renewable</b></p><p><blockquote><b>布鲁克菲尔德可再生能源</b></blockquote></p><p> Another unstoppable trend that could make long-term investors a lot of money is the increased use of renewable energy sources. Countries across the world have established ambitious goals for reducing carbon emissions. So have major corporations (including Amazon).&nbsp;<b>Brookfield Renewable</b>(NYSE:BEP)(NYSE:BEPC)stands out as one of the bestrenewable energy stocksto buy.</p><p><blockquote>另一个可以让长期投资者赚很多钱的不可阻挡的趋势是可再生能源的使用增加。世界各国都制定了雄心勃勃的碳减排目标。大公司也是如此（包括亚马逊）。<b>布鲁克菲尔德可再生能源</b>(NYSE：BEP)(NYSE：BEPC)脱颖而出，成为最值得购买的可再生能源股票之一。</blockquote></p><p> Brookfield Renewable operates nearly 6,000 power generation facilities across four continents with a combined capacity of roughly 21,000 megawatts. Around 62% of the company's capacity comes from hydroelectric power, but Brookfield Renewable is increasing its wind and solar portfolio.</p><p><blockquote>Brookfield Renewable在四大洲运营着近6,000个发电设施，总容量约为21,000兆瓦。该公司约62%的产能来自水力发电，但布鲁克菲尔德可再生能源公司正在增加其风能和太阳能投资组合。</blockquote></p><p> The company thinks it can deliver annual total returns of close to 15% over the long term. That goal seems attainable considering that Brookfield Renewable has achieved an 18% average annual total return over the last two decades and has a development pipeline that could more than double its current capacity.</p><p><blockquote>该公司认为，从长远来看，它可以实现接近15%的年总回报率。考虑到Brookfield Renewable在过去二十年中实现了18%的平均年总回报率，并且其开发管道可能是其当前产能的两倍以上，这一目标似乎是可以实现的。</blockquote></p><p> Brookfield Renewable also offers something that neither AMC nor Amazon do -- a strong dividend. Its dividend yield currently stands at close to 3%. The company has increased its distribution by a compound annual growth rate of 6% since 2000.</p><p><blockquote>布鲁克菲尔德可再生能源公司还提供AMC和亚马逊都没有提供的东西——强劲的股息。其股息收益率目前接近3%。自2000年以来，该公司以6%的复合年增长率增加了分配。</blockquote></p><p> <b>Intuitive Surgical</b></p><p><blockquote><b>直观手术</b></blockquote></p><p> There's another unstoppable trend that you probably don't think about very much. The use of robotic surgical systems continues to grow.&nbsp;<b>Intuitive Surgical</b>(NASDAQ:ISRG)is the indisputable leader in this market.</p><p><blockquote>还有一个不可阻挡的趋势，你可能没怎么想。机器人手术系统的使用持续增长。<b>直观手术</b>（纳斯达克：ISRG）是该市场无可争议的领导者。</blockquote></p><p> Like AMC, Intuitive Surgical faced headwinds from the COVID-19 pandemic although its challenges weren't nearly as great as those of the theater chain. The good news for Intuitive is that procedure volumes continue to rebound strongly.</p><p><blockquote>与AMC一样，Intuitive Surgical也面临着来自COVID-19大流行的阻力，尽管其挑战远不如连锁影院那么大。对于Intuitive来说，好消息是手术量继续强劲反弹。</blockquote></p><p> Just how much can Intuitive grow? The company estimates that around 6 million procedures are performed annually where it already has products and regulatory clearances. In 2020, Intuitive's robotic systems were used in a little over 1.2 million procedures.</p><p><blockquote>直觉到底能增长多少？该公司估计，在已经获得产品和监管许可的情况下，每年执行约600万例手术。2020年，Intuitive的机器人系统被用于超过120万例手术。</blockquote></p><p> Even better, Intuitive Surgical continues to introduce new products that expand the types of procedures for which robotic assistance can be used. Close to 20 million soft tissue surgeries are performed each year. Over time, Intuitive could be in a position to target all of these procedures.</p><p><blockquote>更好的是，Intuitive Surgical继续推出新产品，扩大可以使用机器人辅助的手术类型。每年进行近2000万例软组织手术。随着时间的推移，Intuitive可能能够针对所有这些程序。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/12/3-unstoppable-stocks-to-buy-instead-of-amc/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BEP":"Brookfield Renewable Partners LP","AMZN":"亚马逊","BEPC":"Brookfield Renewable Corp.","ISRG":"直觉外科公司"},"source_url":"https://www.fool.com/investing/2021/07/12/3-unstoppable-stocks-to-buy-instead-of-amc/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125747733","content_text":"Key Points\n\nAMC could continue to perform well over the near term, but its long-term growth prospects are less certain.\nSeveral other stocks are poised to deliver stronger long-term growth by capitalizing on unstoppable trends.\n\n\nIf you're looking for trash talk about AMC Entertainment(NYSE:AMC), you won't find it here. I fully expect AMC's business to rebound significantly this year and into 2022. It's possible that the high-flying stock could still perform pretty well over the near term.\nHowever, long-term investors must focus on -- unsurprisingly -- the long term. And it's the long term where things get murkier for AMC, in my view. I'm doubtful that the company will have strong and sustainable growth after it fully recovers from the effects of the pandemic.\nOn the other hand, there are other companies that should have tremendous long-term prospects. These businesses will not just profit as COVID-19 concerns hopefully diminish; they're built to continue growing for years to come. Here are three unstoppable stocks to buy instead of AMC.\nAmazon.com\nWhat are technologies that will almost certainly be even more widely adopted in the future? I'd put artificial intelligence (AI), e-commerce, self-driving cars, streaming TV, and telehealth on the list, for sure. Amazon.com(NASDAQ:AMZN)is targeting each of these areas.\n\"Targeting\" is really too weak of a word to use with respect to Amazon's e-commerce business. The company reigns as the 800-pound gorilla in e-commerce with online sales of $52.9 billion in the first quarter, up 41% year over year. But e-commerce comprised only 13.4% of total U.S. retail sales in Q1, giving Amazon plenty of opportunities for growth.\nAmazon's most obvious AI product is its Alexa virtual assistant. However, the company is probably making the most impact on AI adoption with its Amazon Web Services (AWS) cloud hosting unit. Nearly 90% of AI deep learning projects on the cloud are hosted on AWS.\nPerhaps the best reason to invest in Amazon is that it has a wide range of growth opportunities. One that I'm especially watching closely is the company's move into healthcare. Amazon has already launched an online pharmacy and is ina good position to become a leader in telehealthwith its new Amazon Care service.\nBrookfield Renewable\nAnother unstoppable trend that could make long-term investors a lot of money is the increased use of renewable energy sources. Countries across the world have established ambitious goals for reducing carbon emissions. So have major corporations (including Amazon). Brookfield Renewable(NYSE:BEP)(NYSE:BEPC)stands out as one of the bestrenewable energy stocksto buy.\nBrookfield Renewable operates nearly 6,000 power generation facilities across four continents with a combined capacity of roughly 21,000 megawatts. Around 62% of the company's capacity comes from hydroelectric power, but Brookfield Renewable is increasing its wind and solar portfolio.\nThe company thinks it can deliver annual total returns of close to 15% over the long term. That goal seems attainable considering that Brookfield Renewable has achieved an 18% average annual total return over the last two decades and has a development pipeline that could more than double its current capacity.\nBrookfield Renewable also offers something that neither AMC nor Amazon do -- a strong dividend. Its dividend yield currently stands at close to 3%. The company has increased its distribution by a compound annual growth rate of 6% since 2000.\nIntuitive Surgical\nThere's another unstoppable trend that you probably don't think about very much. The use of robotic surgical systems continues to grow. Intuitive Surgical(NASDAQ:ISRG)is the indisputable leader in this market.\nLike AMC, Intuitive Surgical faced headwinds from the COVID-19 pandemic although its challenges weren't nearly as great as those of the theater chain. The good news for Intuitive is that procedure volumes continue to rebound strongly.\nJust how much can Intuitive grow? The company estimates that around 6 million procedures are performed annually where it already has products and regulatory clearances. In 2020, Intuitive's robotic systems were used in a little over 1.2 million procedures.\nEven better, Intuitive Surgical continues to introduce new products that expand the types of procedures for which robotic assistance can be used. Close to 20 million soft tissue surgeries are performed each year. Over time, Intuitive could be in a position to target all of these procedures.","news_type":1,"symbols_score_info":{"BEP":0.9,"ISRG":0.9,"BEPC":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":607972355,"gmtCreate":1639482574104,"gmtModify":1639482574431,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585044510958477","idStr":"3585044510958477"},"themes":[],"htmlText":"[Shy]&nbsp;","listText":"[Shy]&nbsp;","text":"[Shy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607972355","repostId":"1110120887","repostType":4,"repost":{"id":"1110120887","kind":"news","pubTimestamp":1639482502,"share":"https://www.laohu8.com/m/news/1110120887?lang=zh_CN&edition=full","pubTime":"2021-12-14 19:48","market":"us","language":"en","title":"3M to combine food safety business with Neogen<blockquote>3M将食品安全业务与Neogen合并</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110120887","media":"Reuters","summary":"Industrial giant 3M Co(MMM.N)will separate its food safety business and merge it with Neogen Corp(NE","content":"<p>Industrial giant 3M Co(MMM.N)will separate its food safety business and merge it with Neogen Corp(NEOG.O)in a $5.3 billion deal, including new debt, the food testing and animal healthcare specialist said on Tuesday.</p><p><blockquote>工业巨头3M公司（MMM.N）将剥离其食品安全业务，并将其与Neogen Corp（NEOG）合并。食品测试和动物保健专家周二表示，这笔交易价值53亿美元，包括新债务。</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>3M to combine food safety business with Neogen<blockquote>3M将食品安全业务与Neogen合并</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\">\n3M to combine food safety business with Neogen<blockquote>3M将食品安全业务与Neogen合并</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-14 19:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Industrial giant 3M Co(MMM.N)will separate its food safety business and merge it with Neogen Corp(NEOG.O)in a $5.3 billion deal, including new debt, the food testing and animal healthcare specialist said on Tuesday.</p><p><blockquote>工业巨头3M公司（MMM.N）将剥离其食品安全业务，并将其与Neogen Corp（NEOG）合并。食品测试和动物保健专家周二表示，这笔交易价值53亿美元，包括新债务。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/markets/deals/3m-combine-food-safety-business-with-neogen-2021-12-14/\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MMM":"3M"},"source_url":"https://www.reuters.com/markets/deals/3m-combine-food-safety-business-with-neogen-2021-12-14/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110120887","content_text":"Industrial giant 3M Co(MMM.N)will separate its food safety business and merge it with Neogen Corp(NEOG.O)in a $5.3 billion deal, including new debt, the food testing and animal healthcare specialist said on Tuesday.","news_type":1,"symbols_score_info":{"MMM":0.9}},"isVote":1,"tweetType":1,"viewCount":2407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}