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Tah

Tah

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2021-10-06

K

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2021-10-05

K

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2021-09-14

K

S&P 500 snaps losing streak with tax hikes, inflation data on horizon<blockquote>标普500通过增税和通胀数据结束连跌</blockquote>

2021-09-04

K

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2021-08-26

K

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2021-08-25

Nice

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2021-08-23

K

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2021-08-08

O

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2021-08-06

K

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2021-08-05

K

Blackstone, Other Private-Equity Stocks Catch Fire<blockquote>黑石和其他私募股权股票着火</blockquote>

2021-08-01

Ok

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2021-07-31

Ok

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2021-07-30

Ok

7 Stocks To Watch For July 30, 2021<blockquote>2021年7月30日值得关注的7只股票</blockquote>

2021-07-28

Ok

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2021-07-25

Yes

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2021-07-24

Ok

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>

2021-07-23

Ok

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2021-07-22

To the moon

Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>

2021-07-21

Gogo!

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2021-07-20

Oh no

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htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829905638","repostId":"1129414233","repostType":4,"isVote":1,"tweetType":1,"viewCount":2130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886204996,"gmtCreate":1631591167815,"gmtModify":1631891686870,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886204996","repostId":"1178276551","repostType":4,"repost":{"id":"1178276551","kind":"news","pubTimestamp":1631574947,"share":"https://www.laohu8.com/m/news/1178276551?lang=zh_CN&edition=full","pubTime":"2021-09-14 07:15","market":"us","language":"en","title":"S&P 500 snaps losing streak with tax hikes, inflation data on horizon<blockquote>标普500通过增税和通胀数据结束连跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178276551","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 closed higher on Monday, ending a five-day losing streak as investo","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 closed higher on Monday, ending a five-day losing streak as investors focused on potential corporate tax hikes and upcoming economic data.</p><p><blockquote>路透纽约3月1日电——标普500周一收高，结束五连跌，因投资者关注潜在的公司税上调和即将公布的经济数据。</blockquote></p><p> The Dow Jones Industrial Average also advanced, but the Nasdaq Composite Index ended lower.</p><p><blockquote>道琼斯工业平均指数也上涨，但纳斯达克综合指数收低。</blockquote></p><p> Investors favored value over growth, with stocks set to benefit most from a resurging economy enjoying the biggest percentage gains.</p><p><blockquote>投资者更青睐价值而非增长，股市将从经济复苏中受益最多，涨幅最大。</blockquote></p><p> “There are probably not a lot of positive surprises coming this month,” said Liz Young, head of investment strategy at SoFi in New York. “We’re having another period of volatility where I think that rotation could go back to cyclicals and the reopened trade, as the 10-year bond rate slowly grinds higher through the end of the year.”</p><p><blockquote>纽约SoFi投资策略主管Liz Young表示：“本月可能不会有太多积极的惊喜。”“我们正在经历另一个波动时期，我认为随着10年期债券利率在年底前慢慢走高，轮动可能会回到周期性和重新开放的交易。”</blockquote></p><p> Market participants are focused on the likely passage of U.S. President Joe Biden’s $3.5 trillion budget package, which is expected to include a proposed corporate tax rate hike to 26.5% from 21%.</p><p><blockquote>市场参与者关注美国总统拜登的3.5万亿美元预算方案可能获得通过，预计其中包括拟议将企业税率从21%上调至26.5%。</blockquote></p><p> Goldman Sachs analysts see the corporate tax rate increasing to 25% and the passage of about half of a proposed increase to tax rates on foreign income, which they estimate would reduce S&amp;P 500 earnings by 5% in 2022.</p><p><blockquote>高盛分析师预计，企业税率将提高至25%，外国收入税率拟议上调的约一半将获得通过，他们估计这将使标普500 2022年的盈利减少5%。</blockquote></p><p> The Labor Department is due to release its consumer price index data on Tuesday, which could shed further light on the current inflation wave and whether it is as transitory as the Fed insists.</p><p><blockquote>美国劳工部将于周二发布消费者价格指数数据，这可能会进一步揭示当前的通胀浪潮，以及它是否像美联储坚称的那样是暂时的。</blockquote></p><p> “I don’t see inflation settling back down under 2% where it was pre-pandemic,” Young added. “Even if some of those transitory forces weaken, we will still stay at a higher rate than we were before.”</p><p><blockquote>杨补充道：“我认为通胀率不会回落到大流行前的2%以下。”“即使其中一些过渡性力量减弱，我们仍将保持比以前更高的速度。”</blockquote></p><p> Other key indicators due this week include retail sales and consumer sentiment, which could illuminate how much the demand boom driven by economic re-engagement has been dampened by the highly contagious COVID-19 Delta variant.</p><p><blockquote>本周公布的其他关键指标包括零售销售和消费者信心，这可能表明经济重新参与推动的需求繁荣在多大程度上受到了高度传染性的COVID-19德尔塔变异毒株的抑制。</blockquote></p><p> The Dow Jones Industrial Average rose 261.91 points, or 0.76%, to 34,869.63, the S&amp;P 500 gained 10.15 points, or 0.23%, at 4,468.73 and the Nasdaq Composite dropped 9.91 points, or 0.07%, to 15,105.58.</p><p><blockquote>道琼斯工业平均指数上涨261.91点，涨幅0.76%，至34,869.63点；标普500上涨10.15点，涨幅0.23%，至4,468.73点；纳斯达克综合指数下跌9.91点，涨幅0.07%，至15,105.58点。</blockquote></p><p> Of the 11 major sectors in the S&amp;P 500, healthcare suffered the largest percentage loss, while energy, buoyed by rising crude prices was the biggest gainer.</p><p><blockquote>在标普500 11个主要板块中，医疗保健板块跌幅最大，而受原油价格上涨提振的能源板块涨幅最大。</blockquote></p><p> Shares of vaccine makers Moderna and Pfizer Inc sank 6.6% and 2.2%, respectively, after experts said COVID booster shots are not widely needed.</p><p><blockquote>在专家表示不广泛需要新冠加强注射后，疫苗制造商Moderna和辉瑞公司的股价分别下跌6.6%和2.2%。</blockquote></p><p> Coinbase Global Inc announced plans to raise about $1.5 billion through a debt offering aimed at funding product development and potential acquisitions. The cryptocurrency exchanges shares slid 2.2%.</p><p><blockquote>Coinbase Global Inc宣布计划通过发债筹集约15亿美元，旨在为产品开发和潜在收购提供资金。加密货币交易所股价下跌2.2%。</blockquote></p><p> Salesforce.com Inc dipped 1.2% as rival Freshworks Inc’s regulatory filing indicated that the business engagement and customer engagement software company is aiming for a nearly $9 billion valuation in it U.S. debut.</p><p><blockquote>Salesforce.com Inc下跌1.2%，竞争对手Freshworks Inc的监管文件显示，这家业务参与和客户参与软件公司的目标是在美国首次亮相时估值接近90亿美元。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.60-to-1 ratio; on Nasdaq, a 1.02-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.60比1；在纳斯达克，1.02比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted 12 new 52-week highs and one new low; the Nasdaq Composite recorded 53 new highs and 71 new lows.</p><p><blockquote>标普500创下12个52周新高和1个新低；纳斯达克综合指数录得53个新高和71个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.30 billion shares, compared with the 9.29 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为103亿股，而过去20个交易日的平均成交量为92.9亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 snaps losing streak with tax hikes, inflation data on horizon<blockquote>标普500通过增税和通胀数据结束连跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-09-14 07:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&amp;P 500 closed higher on Monday, ending a five-day losing streak as investors focused on potential corporate tax hikes and upcoming economic data.</p><p><blockquote>路透纽约3月1日电——标普500周一收高，结束五连跌，因投资者关注潜在的公司税上调和即将公布的经济数据。</blockquote></p><p> The Dow Jones Industrial Average also advanced, but the Nasdaq Composite Index ended lower.</p><p><blockquote>道琼斯工业平均指数也上涨，但纳斯达克综合指数收低。</blockquote></p><p> Investors favored value over growth, with stocks set to benefit most from a resurging economy enjoying the biggest percentage gains.</p><p><blockquote>投资者更青睐价值而非增长，股市将从经济复苏中受益最多，涨幅最大。</blockquote></p><p> “There are probably not a lot of positive surprises coming this month,” said Liz Young, head of investment strategy at SoFi in New York. “We’re having another period of volatility where I think that rotation could go back to cyclicals and the reopened trade, as the 10-year bond rate slowly grinds higher through the end of the year.”</p><p><blockquote>纽约SoFi投资策略主管Liz Young表示：“本月可能不会有太多积极的惊喜。”“我们正在经历另一个波动时期，我认为随着10年期债券利率在年底前慢慢走高，轮动可能会回到周期性和重新开放的交易。”</blockquote></p><p> Market participants are focused on the likely passage of U.S. President Joe Biden’s $3.5 trillion budget package, which is expected to include a proposed corporate tax rate hike to 26.5% from 21%.</p><p><blockquote>市场参与者关注美国总统拜登的3.5万亿美元预算方案可能获得通过，预计其中包括拟议将企业税率从21%上调至26.5%。</blockquote></p><p> Goldman Sachs analysts see the corporate tax rate increasing to 25% and the passage of about half of a proposed increase to tax rates on foreign income, which they estimate would reduce S&amp;P 500 earnings by 5% in 2022.</p><p><blockquote>高盛分析师预计，企业税率将提高至25%，外国收入税率拟议上调的约一半将获得通过，他们估计这将使标普500 2022年的盈利减少5%。</blockquote></p><p> The Labor Department is due to release its consumer price index data on Tuesday, which could shed further light on the current inflation wave and whether it is as transitory as the Fed insists.</p><p><blockquote>美国劳工部将于周二发布消费者价格指数数据，这可能会进一步揭示当前的通胀浪潮，以及它是否像美联储坚称的那样是暂时的。</blockquote></p><p> “I don’t see inflation settling back down under 2% where it was pre-pandemic,” Young added. “Even if some of those transitory forces weaken, we will still stay at a higher rate than we were before.”</p><p><blockquote>杨补充道：“我认为通胀率不会回落到大流行前的2%以下。”“即使其中一些过渡性力量减弱，我们仍将保持比以前更高的速度。”</blockquote></p><p> Other key indicators due this week include retail sales and consumer sentiment, which could illuminate how much the demand boom driven by economic re-engagement has been dampened by the highly contagious COVID-19 Delta variant.</p><p><blockquote>本周公布的其他关键指标包括零售销售和消费者信心，这可能表明经济重新参与推动的需求繁荣在多大程度上受到了高度传染性的COVID-19德尔塔变异毒株的抑制。</blockquote></p><p> The Dow Jones Industrial Average rose 261.91 points, or 0.76%, to 34,869.63, the S&amp;P 500 gained 10.15 points, or 0.23%, at 4,468.73 and the Nasdaq Composite dropped 9.91 points, or 0.07%, to 15,105.58.</p><p><blockquote>道琼斯工业平均指数上涨261.91点，涨幅0.76%，至34,869.63点；标普500上涨10.15点，涨幅0.23%，至4,468.73点；纳斯达克综合指数下跌9.91点，涨幅0.07%，至15,105.58点。</blockquote></p><p> Of the 11 major sectors in the S&amp;P 500, healthcare suffered the largest percentage loss, while energy, buoyed by rising crude prices was the biggest gainer.</p><p><blockquote>在标普500 11个主要板块中，医疗保健板块跌幅最大，而受原油价格上涨提振的能源板块涨幅最大。</blockquote></p><p> Shares of vaccine makers Moderna and Pfizer Inc sank 6.6% and 2.2%, respectively, after experts said COVID booster shots are not widely needed.</p><p><blockquote>在专家表示不广泛需要新冠加强注射后，疫苗制造商Moderna和辉瑞公司的股价分别下跌6.6%和2.2%。</blockquote></p><p> Coinbase Global Inc announced plans to raise about $1.5 billion through a debt offering aimed at funding product development and potential acquisitions. The cryptocurrency exchanges shares slid 2.2%.</p><p><blockquote>Coinbase Global Inc宣布计划通过发债筹集约15亿美元，旨在为产品开发和潜在收购提供资金。加密货币交易所股价下跌2.2%。</blockquote></p><p> Salesforce.com Inc dipped 1.2% as rival Freshworks Inc’s regulatory filing indicated that the business engagement and customer engagement software company is aiming for a nearly $9 billion valuation in it U.S. debut.</p><p><blockquote>Salesforce.com Inc下跌1.2%，竞争对手Freshworks Inc的监管文件显示，这家业务参与和客户参与软件公司的目标是在美国首次亮相时估值接近90亿美元。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.60-to-1 ratio; on Nasdaq, a 1.02-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.60比1；在纳斯达克，1.02比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted 12 new 52-week highs and one new low; the Nasdaq Composite recorded 53 new highs and 71 new lows.</p><p><blockquote>标普500创下12个52周新高和1个新低；纳斯达克综合指数录得53个新高和71个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.30 billion shares, compared with the 9.29 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为103亿股，而过去20个交易日的平均成交量为92.9亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-snaps-losing-streak-with-tax-hikes-inflation-data-on-horizon-idUSL1N2QF2DB\">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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-snaps-losing-streak-with-tax-hikes-inflation-data-on-horizon-idUSL1N2QF2DB","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178276551","content_text":"NEW YORK (Reuters) - The S&P 500 closed higher on Monday, ending a five-day losing streak as investors focused on potential corporate tax hikes and upcoming economic data.\nThe Dow Jones Industrial Average also advanced, but the Nasdaq Composite Index ended lower.\nInvestors favored value over growth, with stocks set to benefit most from a resurging economy enjoying the biggest percentage gains.\n“There are probably not a lot of positive surprises coming this month,” said Liz Young, head of investment strategy at SoFi in New York. “We’re having another period of volatility where I think that rotation could go back to cyclicals and the reopened trade, as the 10-year bond rate slowly grinds higher through the end of the year.”\nMarket participants are focused on the likely passage of U.S. President Joe Biden’s $3.5 trillion budget package, which is expected to include a proposed corporate tax rate hike to 26.5% from 21%.\nGoldman Sachs analysts see the corporate tax rate increasing to 25% and the passage of about half of a proposed increase to tax rates on foreign income, which they estimate would reduce S&P 500 earnings by 5% in 2022.\nThe Labor Department is due to release its consumer price index data on Tuesday, which could shed further light on the current inflation wave and whether it is as transitory as the Fed insists.\n“I don’t see inflation settling back down under 2% where it was pre-pandemic,” Young added. “Even if some of those transitory forces weaken, we will still stay at a higher rate than we were before.”\nOther key indicators due this week include retail sales and consumer sentiment, which could illuminate how much the demand boom driven by economic re-engagement has been dampened by the highly contagious COVID-19 Delta variant.\nThe Dow Jones Industrial Average rose 261.91 points, or 0.76%, to 34,869.63, the S&P 500 gained 10.15 points, or 0.23%, at 4,468.73 and the Nasdaq Composite dropped 9.91 points, or 0.07%, to 15,105.58.\nOf the 11 major sectors in the S&P 500, healthcare suffered the largest percentage loss, while energy, buoyed by rising crude prices was the biggest gainer.\nShares of vaccine makers Moderna and Pfizer Inc sank 6.6% and 2.2%, respectively, after experts said COVID booster shots are not widely needed.\nCoinbase Global Inc announced plans to raise about $1.5 billion through a debt offering aimed at funding product development and potential acquisitions. The cryptocurrency exchanges shares slid 2.2%.\nSalesforce.com Inc dipped 1.2% as rival Freshworks Inc’s regulatory filing indicated that the business engagement and customer engagement software company is aiming for a nearly $9 billion valuation in it U.S. debut.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.60-to-1 ratio; on Nasdaq, a 1.02-to-1 ratio favored advancers.\nThe S&P 500 posted 12 new 52-week highs and one new low; the Nasdaq Composite recorded 53 new highs and 71 new lows.\nVolume on U.S. exchanges was 10.30 billion shares, compared with the 9.29 billion average over the last 20 trading 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20:59","market":"us","language":"en","title":"Blackstone, Other Private-Equity Stocks Catch Fire<blockquote>黑石和其他私募股权股票着火</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174241374","media":"The Wall Street Journal","summary":"The firms and their long-languishing shares are benefiting from current market dynamics such as low ","content":"<p>  The firms and their long-languishing shares are benefiting from current market dynamics such as low interest rates.  After years of lackluster performance, shares of private-equity firms have hit their stride.</p><p><blockquote>这些公司及其长期低迷的股票正受益于当前的市场动态，例如低利率。在经历了多年的低迷表现后，私募股权公司的股价已经达到了顶峰。</blockquote></p><p> In the decade or more sinceBlackstone GroupInc.,BX1.38%KKRKKR1.90%&amp; Co.,Apollo Global ManagementInc.APO0.38%andCarlyle GroupInc.CG1.00%went public, their assets under management have exploded as they branched out beyond leveraged buyouts into areas such as real estate, lending and insurance.</p><p><blockquote>自黑石集团(Blackstone Group Inc.)、BX1.38%KKRKKR1.90%&amp;Co.、阿波罗全球管理公司(Apollo Global ManagementInc.)和凯雷集团(Carlyle Group Inc.CG 1.00%)上市以来的十年或更长时间里，它们管理的资产呈爆炸式增长，因为它们的业务超出了杠杆收购的范围。房地产、贷款和保险等领域。</blockquote></p><p> But their stocks languished, leading executives such asBlackstoneBX1.38%chief Stephen Schwarzman to publicly gripe that the market was undervaluing them.</p><p><blockquote>但他们的股票却萎靡不振，导致BlackstoneBX1.38%首席执行官史蒂芬·施瓦茨曼等高管公开抱怨市场低估了他们的价值。</blockquote></p><p> That has changed in a big way since the U.S. economy began to emerge from the coronavirus-driven downturn.</p><p><blockquote>自从美国经济开始走出冠状病毒导致的低迷以来，这种情况发生了很大变化。</blockquote></p><p> Including dividends, shares of Blackstone have tripled since April 1, 2020, roughly when the recovery began, pushing its market capitalization to around $140 billion. That is bigger than those of financial giants Goldman Sachs Group Inc. and BlackRock Inc. KKR’s stock performance has been even stronger over that period, edging out Blackstone’s by a few percentage points. (Blackstone’s performance over the past three years has trounced that of all three rivals.)</p><p><blockquote>包括股息在内，自2020年4月1日（大致是复苏开始时）以来，黑石的股价已上涨两倍，使其市值达到1400亿美元左右。这比金融巨头高盛集团和贝莱德公司的股价还要高。在此期间，KKR的股票表现更加强劲，领先黑石几个百分点。（黑石过去三年的业绩击败了所有三个竞争对手。）</blockquote></p><p> Shares of Carlyle, which historicallylagged behind those of peers, have shot up by nearly 160%. Even Apollo’s stock, which was weighed down by revelations of ties between former Chief Executive Leon Black and Jeffrey Epstein, has more than doubled.</p><p><blockquote>历来落后于同行的凯雷股价已飙升近160%。就连因前首席执行官莱昂·布莱克(Leon Black)和杰弗里·爱泼斯坦(Jeffrey Epstein)之间关系被曝光而承压的阿波罗(Apollo)的股价也上涨了一倍多。</blockquote></p><p> The S&amp;P 500 has risen by about 83% in that period, according to FactSet.</p><p><blockquote>FactSet的数据显示，在此期间，标普500上涨了约83%。</blockquote></p><p> Private-equity firms—big owners of assets purchased with significant amounts of debt—are ideally positioned to be outsize beneficiaries of current market dynamics. Low interest rates have made borrowing cheap and led yield-hungry investorsto funnel hundreds of billionsof dollars into the firms’ coffers.</p><p><blockquote>私募股权公司——用大量债务购买资产的大所有者——处于理想的位置，可以成为当前市场动态的巨大受益者。低利率使得借贷变得便宜，并导致渴望收益的投资者将数千亿美元注入公司的金库。</blockquote></p><p> The tailwinds were on recent display as the firms reported strong second-quarter results, pushing their shares up even further.</p><p><blockquote>最近，这些公司公布了强劲的第二季度业绩，推动其股价进一步上涨，从而显示出有利因素。</blockquote></p><p> The spring for the group’s outperformance was loaded well before the pandemic began, when each firm opted in quick succession to abandon its partnership structure and become a C-corporation on the heels of the 2017 corporate tax cuts. The partnership structure had kept their billionaire founders in control but meant their stocks couldn’t be included in indexes, and shareholders had to endure extra tax requirements to own them.</p><p><blockquote>早在疫情开始之前，该集团就迎来了优异表现的春天，当时每家公司都在2017年企业减税后迅速选择放弃其合伙结构，成为C级公司。合伙结构使他们的亿万富翁创始人保持了控制权，但这意味着他们的股票不能被纳入指数，股东必须忍受额外的税收要求才能拥有它们。</blockquote></p><p> The firms’ shares have been added to several indexes, and the S&amp;P 500 could be next.</p><p><blockquote>这些公司的股票已被添加到多个指数中，标普500可能是下一个。</blockquote></p><p> “By being publicly traded partnerships, we created stocks that were difficult to own,” said Blackstone President Jonathan Gray. Becoming corporations meant “creating liquidity and a broader universe to buy these stocks,” he said.</p><p><blockquote>黑石总裁乔纳森·格雷(Jonathan Gray)表示：“通过公开交易的合伙企业，我们创造了难以持有的股票。”他说，成为公司意味着“创造流动性和更广阔的空间来购买这些股票”。</blockquote></p><p> The firms also ditched “economic net income,” a profit metric they had created for their public-market debuts that ended up being volatile and difficult to understand. They began to emphasize figures that matter more to public investors, including the amount of earnings that can be returned in the form of dividends and profit tied to management fees, which are more predictable than performance-related income.</p><p><blockquote>这些公司还放弃了“经济净收入”，这是他们为公开市场首次亮相创造的利润指标，最终变得不稳定且难以理解。他们开始强调对公众投资者更重要的数字，包括可以以股息形式返还的收益金额以及与管理费挂钩的利润，这些收益比与业绩相关的收入更可预测。</blockquote></p><p> KKR earlier this year said it was tying employee compensation more closely to performance fees, enabling more of the management-fee stream to flow to public investors.</p><p><blockquote>KKR今年早些时候表示，将把员工薪酬与绩效费更紧密地挂钩，使更多的管理费流向公众投资者。</blockquote></p><p> “What the markets want are sticky, consistent fee streams that are recurring in nature with high re-up rates,” said Morgan Stanley analyst Michael Cyprys, who has been covering the stocks for years.</p><p><blockquote>多年来一直关注这些股票的摩根士丹利分析师迈克尔·塞普里斯(Michael Cyprys)表示：“市场想要的是粘性、一致的费用流，这些费用流本质上会以高再上涨率反复出现。”</blockquote></p><p> And all four firms have thrown themselves into raising so-called permanent or perpetual capital. It is money that doesn’t have to be returned or re-raised within a few years, as has historically been the norm with private-equity funds, and can keep churning out fees instead.</p><p><blockquote>所有四家公司都致力于筹集所谓的永久资本。这些钱不必像私募股权基金历史上的常态那样在几年内返还或重新筹集资金，而是可以继续收取费用。</blockquote></p><p> The quest for such long-term capital has led them to develop platforms to manage assets for insurance companies and offer new products to individual investors.</p><p><blockquote>对这种长期资本的追求促使他们开发平台，为保险公司管理资产，并向个人投资者提供新产品。</blockquote></p><p> Long a leader in insurance, Apollo now gets more than $250 billion of its $471.8 billion in assets from insurance affiliatesAthene HoldingLtd.and Athora Holding Ltd. Apollo is solidifying the arrangement with a deal announced this year to buy the piece of Athene it doesn’t already own. Its rivals have all made recent movesaimed at catching up.</p><p><blockquote>Apollo长期以来一直是保险业的领导者，目前从保险子公司Athene HoldingLtd和Athora Holding Ltd获得了4718亿美元资产中的超过2500亿美元。Apollo正在巩固这一安排，今年宣布了一项收购其拥有的Athene的交易。还没有拥有。它的竞争对手最近都采取了旨在迎头赶上的举措。</blockquote></p><p> Blackstone has led the charge on the industry’s other major permanent-capital front: individual investors. The firmhas been investing for yearsto create infrastructure to distribute and market products aimed at moderately wealthy individuals—a market it estimates is worth $80 trillion—and it has become clear in recent quarters that the effort is paying off in a big way.</p><p><blockquote>黑石在该行业的另一个主要永久资本方面处于领先地位：个人投资者。该公司多年来一直在投资创建基础设施，以分销和营销针对中等富裕个人的产品——该公司估计这个市场价值80万亿美元——最近几个季度很明显，这一努力正在获得巨大回报。</blockquote></p><p></p><p> BREIT, the firm’s nontraded real-estate investment trust, and BCRED, a private-credit product likewise aimed at individual investors, have been raising a combined $4 billion in new capital each month, the firm said during its second-quarter earnings call last month.</p><p><blockquote>该公司在第二季度财报看涨期权上表示，该公司的非交易房地产投资信托基金BREIT和同样针对个人投资者的私人信贷产品BCRED每月总共筹集40亿美元的新资本上个月。</blockquote></p><p> Blackstone’s peers are starting to follow suit. KKR in May rolled out a product to offer private real estate to individual investors. Apollo said Wednesday it is investing in its own retail distribution channel, with the goal of making individual investors a material piece of its third-party inflows in the next three-to-five years.</p><p><blockquote>黑石的同行也开始效仿。KKR在5月份推出了一款向个人投资者提供私人房地产的产品。阿波罗周三表示，正在投资自己的零售分销渠道，目标是在未来三到五年内让个人投资者成为其第三方资金流入的重要组成部分。</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>Blackstone, Other Private-Equity Stocks Catch Fire<blockquote>黑石和其他私募股权股票着火</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\">\nBlackstone, Other Private-Equity Stocks Catch Fire<blockquote>黑石和其他私募股权股票着火</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-08-05 20:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  The firms and their long-languishing shares are benefiting from current market dynamics such as low interest rates.  After years of lackluster performance, shares of private-equity firms have hit their stride.</p><p><blockquote>这些公司及其长期低迷的股票正受益于当前的市场动态，例如低利率。在经历了多年的低迷表现后，私募股权公司的股价已经达到了顶峰。</blockquote></p><p> In the decade or more sinceBlackstone GroupInc.,BX1.38%KKRKKR1.90%&amp; Co.,Apollo Global ManagementInc.APO0.38%andCarlyle GroupInc.CG1.00%went public, their assets under management have exploded as they branched out beyond leveraged buyouts into areas such as real estate, lending and insurance.</p><p><blockquote>自黑石集团(Blackstone Group Inc.)、BX1.38%KKRKKR1.90%&amp;Co.、阿波罗全球管理公司(Apollo Global ManagementInc.)和凯雷集团(Carlyle Group Inc.CG 1.00%)上市以来的十年或更长时间里，它们管理的资产呈爆炸式增长，因为它们的业务超出了杠杆收购的范围。房地产、贷款和保险等领域。</blockquote></p><p> But their stocks languished, leading executives such asBlackstoneBX1.38%chief Stephen Schwarzman to publicly gripe that the market was undervaluing them.</p><p><blockquote>但他们的股票却萎靡不振，导致BlackstoneBX1.38%首席执行官史蒂芬·施瓦茨曼等高管公开抱怨市场低估了他们的价值。</blockquote></p><p> That has changed in a big way since the U.S. economy began to emerge from the coronavirus-driven downturn.</p><p><blockquote>自从美国经济开始走出冠状病毒导致的低迷以来，这种情况发生了很大变化。</blockquote></p><p> Including dividends, shares of Blackstone have tripled since April 1, 2020, roughly when the recovery began, pushing its market capitalization to around $140 billion. That is bigger than those of financial giants Goldman Sachs Group Inc. and BlackRock Inc. KKR’s stock performance has been even stronger over that period, edging out Blackstone’s by a few percentage points. (Blackstone’s performance over the past three years has trounced that of all three rivals.)</p><p><blockquote>包括股息在内，自2020年4月1日（大致是复苏开始时）以来，黑石的股价已上涨两倍，使其市值达到1400亿美元左右。这比金融巨头高盛集团和贝莱德公司的股价还要高。在此期间，KKR的股票表现更加强劲，领先黑石几个百分点。（黑石过去三年的业绩击败了所有三个竞争对手。）</blockquote></p><p> Shares of Carlyle, which historicallylagged behind those of peers, have shot up by nearly 160%. Even Apollo’s stock, which was weighed down by revelations of ties between former Chief Executive Leon Black and Jeffrey Epstein, has more than doubled.</p><p><blockquote>历来落后于同行的凯雷股价已飙升近160%。就连因前首席执行官莱昂·布莱克(Leon Black)和杰弗里·爱泼斯坦(Jeffrey Epstein)之间关系被曝光而承压的阿波罗(Apollo)的股价也上涨了一倍多。</blockquote></p><p> The S&amp;P 500 has risen by about 83% in that period, according to FactSet.</p><p><blockquote>FactSet的数据显示，在此期间，标普500上涨了约83%。</blockquote></p><p> Private-equity firms—big owners of assets purchased with significant amounts of debt—are ideally positioned to be outsize beneficiaries of current market dynamics. Low interest rates have made borrowing cheap and led yield-hungry investorsto funnel hundreds of billionsof dollars into the firms’ coffers.</p><p><blockquote>私募股权公司——用大量债务购买资产的大所有者——处于理想的位置，可以成为当前市场动态的巨大受益者。低利率使得借贷变得便宜，并导致渴望收益的投资者将数千亿美元注入公司的金库。</blockquote></p><p> The tailwinds were on recent display as the firms reported strong second-quarter results, pushing their shares up even further.</p><p><blockquote>最近，这些公司公布了强劲的第二季度业绩，推动其股价进一步上涨，从而显示出有利因素。</blockquote></p><p> The spring for the group’s outperformance was loaded well before the pandemic began, when each firm opted in quick succession to abandon its partnership structure and become a C-corporation on the heels of the 2017 corporate tax cuts. The partnership structure had kept their billionaire founders in control but meant their stocks couldn’t be included in indexes, and shareholders had to endure extra tax requirements to own them.</p><p><blockquote>早在疫情开始之前，该集团就迎来了优异表现的春天，当时每家公司都在2017年企业减税后迅速选择放弃其合伙结构，成为C级公司。合伙结构使他们的亿万富翁创始人保持了控制权，但这意味着他们的股票不能被纳入指数，股东必须忍受额外的税收要求才能拥有它们。</blockquote></p><p> The firms’ shares have been added to several indexes, and the S&amp;P 500 could be next.</p><p><blockquote>这些公司的股票已被添加到多个指数中，标普500可能是下一个。</blockquote></p><p> “By being publicly traded partnerships, we created stocks that were difficult to own,” said Blackstone President Jonathan Gray. Becoming corporations meant “creating liquidity and a broader universe to buy these stocks,” he said.</p><p><blockquote>黑石总裁乔纳森·格雷(Jonathan Gray)表示：“通过公开交易的合伙企业，我们创造了难以持有的股票。”他说，成为公司意味着“创造流动性和更广阔的空间来购买这些股票”。</blockquote></p><p> The firms also ditched “economic net income,” a profit metric they had created for their public-market debuts that ended up being volatile and difficult to understand. They began to emphasize figures that matter more to public investors, including the amount of earnings that can be returned in the form of dividends and profit tied to management fees, which are more predictable than performance-related income.</p><p><blockquote>这些公司还放弃了“经济净收入”，这是他们为公开市场首次亮相创造的利润指标，最终变得不稳定且难以理解。他们开始强调对公众投资者更重要的数字，包括可以以股息形式返还的收益金额以及与管理费挂钩的利润，这些收益比与业绩相关的收入更可预测。</blockquote></p><p> KKR earlier this year said it was tying employee compensation more closely to performance fees, enabling more of the management-fee stream to flow to public investors.</p><p><blockquote>KKR今年早些时候表示，将把员工薪酬与绩效费更紧密地挂钩，使更多的管理费流向公众投资者。</blockquote></p><p> “What the markets want are sticky, consistent fee streams that are recurring in nature with high re-up rates,” said Morgan Stanley analyst Michael Cyprys, who has been covering the stocks for years.</p><p><blockquote>多年来一直关注这些股票的摩根士丹利分析师迈克尔·塞普里斯(Michael Cyprys)表示：“市场想要的是粘性、一致的费用流，这些费用流本质上会以高再上涨率反复出现。”</blockquote></p><p> And all four firms have thrown themselves into raising so-called permanent or perpetual capital. It is money that doesn’t have to be returned or re-raised within a few years, as has historically been the norm with private-equity funds, and can keep churning out fees instead.</p><p><blockquote>所有四家公司都致力于筹集所谓的永久资本。这些钱不必像私募股权基金历史上的常态那样在几年内返还或重新筹集资金，而是可以继续收取费用。</blockquote></p><p> The quest for such long-term capital has led them to develop platforms to manage assets for insurance companies and offer new products to individual investors.</p><p><blockquote>对这种长期资本的追求促使他们开发平台，为保险公司管理资产，并向个人投资者提供新产品。</blockquote></p><p> Long a leader in insurance, Apollo now gets more than $250 billion of its $471.8 billion in assets from insurance affiliatesAthene HoldingLtd.and Athora Holding Ltd. Apollo is solidifying the arrangement with a deal announced this year to buy the piece of Athene it doesn’t already own. Its rivals have all made recent movesaimed at catching up.</p><p><blockquote>Apollo长期以来一直是保险业的领导者，目前从保险子公司Athene HoldingLtd和Athora Holding Ltd获得了4718亿美元资产中的超过2500亿美元。Apollo正在巩固这一安排，今年宣布了一项收购其拥有的Athene的交易。还没有拥有。它的竞争对手最近都采取了旨在迎头赶上的举措。</blockquote></p><p> Blackstone has led the charge on the industry’s other major permanent-capital front: individual investors. The firmhas been investing for yearsto create infrastructure to distribute and market products aimed at moderately wealthy individuals—a market it estimates is worth $80 trillion—and it has become clear in recent quarters that the effort is paying off in a big way.</p><p><blockquote>黑石在该行业的另一个主要永久资本方面处于领先地位：个人投资者。该公司多年来一直在投资创建基础设施，以分销和营销针对中等富裕个人的产品——该公司估计这个市场价值80万亿美元——最近几个季度很明显，这一努力正在获得巨大回报。</blockquote></p><p></p><p> BREIT, the firm’s nontraded real-estate investment trust, and BCRED, a private-credit product likewise aimed at individual investors, have been raising a combined $4 billion in new capital each month, the firm said during its second-quarter earnings call last month.</p><p><blockquote>该公司在第二季度财报看涨期权上表示，该公司的非交易房地产投资信托基金BREIT和同样针对个人投资者的私人信贷产品BCRED每月总共筹集40亿美元的新资本上个月。</blockquote></p><p> Blackstone’s peers are starting to follow suit. KKR in May rolled out a product to offer private real estate to individual investors. Apollo said Wednesday it is investing in its own retail distribution channel, with the goal of making individual investors a material piece of its third-party inflows in the next three-to-five years.</p><p><blockquote>黑石的同行也开始效仿。KKR在5月份推出了一款向个人投资者提供私人房地产的产品。阿波罗周三表示，正在投资自己的零售分销渠道，目标是在未来三到五年内让个人投资者成为其第三方资金流入的重要组成部分。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/blackstone-other-private-equity-stocks-catch-fire-11628155980?mod=markets_lead_pos2\">The Wall Street Journal</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":{"BX":"黑石"},"source_url":"https://www.wsj.com/articles/blackstone-other-private-equity-stocks-catch-fire-11628155980?mod=markets_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174241374","content_text":"The firms and their long-languishing shares are benefiting from current market dynamics such as low interest rates.\n\nAfter years of lackluster performance, shares of private-equity firms have hit their stride.\nIn the decade or more sinceBlackstone GroupInc.,BX1.38%KKRKKR1.90%& Co.,Apollo Global ManagementInc.APO0.38%andCarlyle GroupInc.CG1.00%went public, their assets under management have exploded as they branched out beyond leveraged buyouts into areas such as real estate, lending and insurance.\nBut their stocks languished, leading executives such asBlackstoneBX1.38%chief Stephen Schwarzman to publicly gripe that the market was undervaluing them.\nThat has changed in a big way since the U.S. economy began to emerge from the coronavirus-driven downturn.\nIncluding dividends, shares of Blackstone have tripled since April 1, 2020, roughly when the recovery began, pushing its market capitalization to around $140 billion. That is bigger than those of financial giants Goldman Sachs Group Inc. and BlackRock Inc. KKR’s stock performance has been even stronger over that period, edging out Blackstone’s by a few percentage points. (Blackstone’s performance over the past three years has trounced that of all three rivals.)\nShares of Carlyle, which historicallylagged behind those of peers, have shot up by nearly 160%. Even Apollo’s stock, which was weighed down by revelations of ties between former Chief Executive Leon Black and Jeffrey Epstein, has more than doubled.\nThe S&P 500 has risen by about 83% in that period, according to FactSet.\nPrivate-equity firms—big owners of assets purchased with significant amounts of debt—are ideally positioned to be outsize beneficiaries of current market dynamics. Low interest rates have made borrowing cheap and led yield-hungry investorsto funnel hundreds of billionsof dollars into the firms’ coffers.\nThe tailwinds were on recent display as the firms reported strong second-quarter results, pushing their shares up even further.\nThe spring for the group’s outperformance was loaded well before the pandemic began, when each firm opted in quick succession to abandon its partnership structure and become a C-corporation on the heels of the 2017 corporate tax cuts. The partnership structure had kept their billionaire founders in control but meant their stocks couldn’t be included in indexes, and shareholders had to endure extra tax requirements to own them.\nThe firms’ shares have been added to several indexes, and the S&P 500 could be next.\n“By being publicly traded partnerships, we created stocks that were difficult to own,” said Blackstone President Jonathan Gray. Becoming corporations meant “creating liquidity and a broader universe to buy these stocks,” he said.\nThe firms also ditched “economic net income,” a profit metric they had created for their public-market debuts that ended up being volatile and difficult to understand. They began to emphasize figures that matter more to public investors, including the amount of earnings that can be returned in the form of dividends and profit tied to management fees, which are more predictable than performance-related income.\nKKR earlier this year said it was tying employee compensation more closely to performance fees, enabling more of the management-fee stream to flow to public investors.\n“What the markets want are sticky, consistent fee streams that are recurring in nature with high re-up rates,” said Morgan Stanley analyst Michael Cyprys, who has been covering the stocks for years.\nAnd all four firms have thrown themselves into raising so-called permanent or perpetual capital. It is money that doesn’t have to be returned or re-raised within a few years, as has historically been the norm with private-equity funds, and can keep churning out fees instead.\nThe quest for such long-term capital has led them to develop platforms to manage assets for insurance companies and offer new products to individual investors.\nLong a leader in insurance, Apollo now gets more than $250 billion of its $471.8 billion in assets from insurance affiliatesAthene HoldingLtd.and Athora Holding Ltd. Apollo is solidifying the arrangement with a deal announced this year to buy the piece of Athene it doesn’t already own. Its rivals have all made recent movesaimed at catching up.\nBlackstone has led the charge on the industry’s other major permanent-capital front: individual investors. The firmhas been investing for yearsto create infrastructure to distribute and market products aimed at moderately wealthy individuals—a market it estimates is worth $80 trillion—and it has become clear in recent quarters that the effort is paying off in a big way.\nBREIT, the firm’s nontraded real-estate investment trust, and BCRED, a private-credit product likewise aimed at individual investors, have been raising a combined $4 billion in new capital each month, the firm said during its second-quarter earnings call last month.\nBlackstone’s peers are starting to follow suit. KKR in May rolled out a product to offer private real estate to individual investors. Apollo said Wednesday it is investing in its own retail distribution channel, with the goal of making individual investors a material piece of its third-party inflows in the next three-to-five years.","news_type":1,"symbols_score_info":{"BX":0.9}},"isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802288984,"gmtCreate":1627782776348,"gmtModify":1631891686969,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802288984","repostId":"1127308481","repostType":4,"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802042098,"gmtCreate":1627702004214,"gmtModify":1631891686983,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802042098","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806166593,"gmtCreate":1627642367412,"gmtModify":1631893574313,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/806166593","repostId":"2155134341","repostType":4,"repost":{"id":"2155134341","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627635997,"share":"https://www.laohu8.com/m/news/2155134341?lang=zh_CN&edition=full","pubTime":"2021-07-30 17:06","market":"us","language":"en","title":"7 Stocks To Watch For July 30, 2021<blockquote>2021年7月30日值得关注的7只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2155134341","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects  Procter &amp; Gamble Co (NYSE: PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter &amp; Gamble shares rose 0.5% to close at $139.48 on Thursday.\n","content":"<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括：</blockquote></p><p> <ul>  <li>Wall Street expects <b>Procter &amp; Gamble Co</b> (NYSE:PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter &amp; Gamble shares rose 0.5% to close at $139.48 on Thursday.</li>  <li><b>Pinterest Inc</b> (NYSE:PINS) reported upbeat earnings and sales results for its second quarter on Thursday. However, the company’s stock dropped following weaker-than-expected growth in monthly active users and bearish revenue forecast for the third quarter. Pinterest shares dipped 18.2% to $58.95 in premarket trading.</li>  <li>Analysts expect <b>Caterpillar Inc.</b> (NYSE:CAT) to post quarterly earnings at $2.38 per share on revenue of $12.58 billion before the opening bell. Caterpillar shares fell 0.7% to $211.00 in premarket trading.</li>  <li><b>Amazon.com, Inc.</b> (NASDAQ:AMZN) reported better-than-expected earnings for its second quarter, while sales missed expectations. The company also issued weak sales forecast for the current quarter. Amazon shares fell 6.3% to $3,374.00 in the after-hours trading session.</li> </ul> <ul>  <li>Analysts are expecting <b>Exxon Mobil Corporation</b> (NYSE:XOM) to have earned $0.97 per share on revenue of $65.02 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 0.2% to $59.05 in premarket trading.</li>  <li><b><a href=\"https://laohu8.com/S/TMUSP\">T-Mobile US, Inc.</a> </b> (NASDAQ:TMUS) posted upbeat results for its second quarter and also raised its FY21 core adjusted EBITDA guidance. T-Mobile shares, however, dropped 2.2% to $141.50 in premarket trading.</li>  <li>Analysts expect <b>Chevron Corporation</b> (NYSE:CVX) to report quarterly earnings at $1.50 per share on revenue of $34.32 billion before the opening bell. Chevron shares gained 0.4% to $103.00 in premarket trading.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b>宝洁公司</b>（纽约证券交易所股票代码：PG）将在开盘前公布季度收益为每股1.09美元，营收为183.6亿美元。宝洁股价周四上涨0.5%，收于139.48美元。</li><li><b>Pinterest公司</b>（纽约证券交易所股票代码：PINS）周四公布了乐观的第二季度盈利和销售业绩。然而，由于月度活跃用户增长弱于预期以及第三季度营收预测悲观，该公司股价下跌。Pinterest股价在盘前交易中下跌18.2%至58.95美元。</li><li>分析师预计<b>卡特彼勒公司。</b>（纽约证券交易所股票代码：CAT）开盘前公布季度收益为每股2.38美元，营收为125.8亿美元。卡特彼勒股价在盘前交易中下跌0.7%，至211.00美元。</li><li><b>亚马逊公司。</b>（纳斯达克：AMZN）公布的第二季度盈利好于预期，而销售额低于预期。该公司还发布了本季度疲软的销售预测。亚马逊股价在盘后交易时段下跌6.3%，至3,374.00美元。</li></ul><ul><li>分析师预计<b>埃克森美孚公司</b>（纽约证券交易所股票代码：XOM）最近一个季度的营收为650.2亿美元，每股收益为0.97美元。该公司将在开市前发布财报。埃克森美孚股价在盘前交易中上涨0.2%，至59.05美元。</li><li><b><a href=\"https://laohu8.com/S/TMUSP\">T-Mobile美国公司。</a></b>（纳斯达克：TMUS）公布了乐观的第二季度业绩，并上调了2021财年核心调整后EBITDA指引。然而，T-Mobile股价在盘前交易中下跌2.2%，至141.50美元。</li><li>分析师预计<b>雪佛龙公司</b>（纽约证券交易所股票代码：CVX）将在开盘前公布季度收益为每股1.50美元，营收为343.2亿美元。雪佛龙股价在盘前交易中上涨0.4%，至103.00美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks To Watch For July 30, 2021<blockquote>2021年7月30日值得关注的7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\">\n7 Stocks To Watch For July 30, 2021<blockquote>2021年7月30日值得关注的7只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-30 17:06</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括：</blockquote></p><p> <ul>  <li>Wall Street expects <b>Procter &amp; Gamble Co</b> (NYSE:PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter &amp; Gamble shares rose 0.5% to close at $139.48 on Thursday.</li>  <li><b>Pinterest Inc</b> (NYSE:PINS) reported upbeat earnings and sales results for its second quarter on Thursday. However, the company’s stock dropped following weaker-than-expected growth in monthly active users and bearish revenue forecast for the third quarter. Pinterest shares dipped 18.2% to $58.95 in premarket trading.</li>  <li>Analysts expect <b>Caterpillar Inc.</b> (NYSE:CAT) to post quarterly earnings at $2.38 per share on revenue of $12.58 billion before the opening bell. Caterpillar shares fell 0.7% to $211.00 in premarket trading.</li>  <li><b>Amazon.com, Inc.</b> (NASDAQ:AMZN) reported better-than-expected earnings for its second quarter, while sales missed expectations. The company also issued weak sales forecast for the current quarter. Amazon shares fell 6.3% to $3,374.00 in the after-hours trading session.</li> </ul> <ul>  <li>Analysts are expecting <b>Exxon Mobil Corporation</b> (NYSE:XOM) to have earned $0.97 per share on revenue of $65.02 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 0.2% to $59.05 in premarket trading.</li>  <li><b><a href=\"https://laohu8.com/S/TMUSP\">T-Mobile US, Inc.</a> </b> (NASDAQ:TMUS) posted upbeat results for its second quarter and also raised its FY21 core adjusted EBITDA guidance. T-Mobile shares, however, dropped 2.2% to $141.50 in premarket trading.</li>  <li>Analysts expect <b>Chevron Corporation</b> (NYSE:CVX) to report quarterly earnings at $1.50 per share on revenue of $34.32 billion before the opening bell. Chevron shares gained 0.4% to $103.00 in premarket trading.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b>宝洁公司</b>（纽约证券交易所股票代码：PG）将在开盘前公布季度收益为每股1.09美元，营收为183.6亿美元。宝洁股价周四上涨0.5%，收于139.48美元。</li><li><b>Pinterest公司</b>（纽约证券交易所股票代码：PINS）周四公布了乐观的第二季度盈利和销售业绩。然而，由于月度活跃用户增长弱于预期以及第三季度营收预测悲观，该公司股价下跌。Pinterest股价在盘前交易中下跌18.2%至58.95美元。</li><li>分析师预计<b>卡特彼勒公司。</b>（纽约证券交易所股票代码：CAT）开盘前公布季度收益为每股2.38美元，营收为125.8亿美元。卡特彼勒股价在盘前交易中下跌0.7%，至211.00美元。</li><li><b>亚马逊公司。</b>（纳斯达克：AMZN）公布的第二季度盈利好于预期，而销售额低于预期。该公司还发布了本季度疲软的销售预测。亚马逊股价在盘后交易时段下跌6.3%，至3,374.00美元。</li></ul><ul><li>分析师预计<b>埃克森美孚公司</b>（纽约证券交易所股票代码：XOM）最近一个季度的营收为650.2亿美元，每股收益为0.97美元。该公司将在开市前发布财报。埃克森美孚股价在盘前交易中上涨0.2%，至59.05美元。</li><li><b><a href=\"https://laohu8.com/S/TMUSP\">T-Mobile美国公司。</a></b>（纳斯达克：TMUS）公布了乐观的第二季度业绩，并上调了2021财年核心调整后EBITDA指引。然而，T-Mobile股价在盘前交易中下跌2.2%，至141.50美元。</li><li>分析师预计<b>雪佛龙公司</b>（纽约证券交易所股票代码：CVX）将在开盘前公布季度收益为每股1.50美元，营收为343.2亿美元。雪佛龙股价在盘前交易中上涨0.4%，至103.00美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAT":"卡特彼勒","PINS":"Pinterest, Inc.","CVX":"雪佛龙","AMZN":"亚马逊","XOM":"埃克森美孚","PG":"宝洁","TMUS":"T-Mobile US Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155134341","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Procter & Gamble Co (NYSE:PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter & Gamble shares rose 0.5% to close at $139.48 on Thursday.\nPinterest Inc (NYSE:PINS) reported upbeat earnings and sales results for its second quarter on Thursday. However, the company’s stock dropped following weaker-than-expected growth in monthly active users and bearish revenue forecast for the third quarter. Pinterest shares dipped 18.2% to $58.95 in premarket trading.\nAnalysts expect Caterpillar Inc. (NYSE:CAT) to post quarterly earnings at $2.38 per share on revenue of $12.58 billion before the opening bell. Caterpillar shares fell 0.7% to $211.00 in premarket trading.\nAmazon.com, Inc. (NASDAQ:AMZN) reported better-than-expected earnings for its second quarter, while sales missed expectations. The company also issued weak sales forecast for the current quarter. Amazon shares fell 6.3% to $3,374.00 in the after-hours trading session.\n\n\nAnalysts are expecting Exxon Mobil Corporation (NYSE:XOM) to have earned $0.97 per share on revenue of $65.02 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 0.2% to $59.05 in premarket trading.\nT-Mobile US, Inc.  (NASDAQ:TMUS) posted upbeat results for its second quarter and also raised its FY21 core adjusted EBITDA guidance. T-Mobile shares, however, dropped 2.2% to $141.50 in premarket trading.\nAnalysts expect Chevron Corporation (NYSE:CVX) to report quarterly earnings at $1.50 per share on revenue of $34.32 billion before the opening bell. Chevron shares gained 0.4% to $103.00 in premarket trading.","news_type":1,"symbols_score_info":{"PG":0.9,"TMUS":0.9,"AMZN":0.9,"PINS":0.9,"CAT":0.9,"XOM":0.9,"CVX":0.9}},"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803972243,"gmtCreate":1627405844482,"gmtModify":1631893574317,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/803972243","repostId":"1108849761","repostType":4,"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177852861,"gmtCreate":1627199168653,"gmtModify":1631893574321,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"Yes&nbsp;","listText":"Yes&nbsp;","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177852861","repostId":"1115106146","repostType":4,"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174518971,"gmtCreate":1627110236593,"gmtModify":1631893574323,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174518971","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":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175215459,"gmtCreate":1627034168571,"gmtModify":1631893574325,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175215459","repostId":"1164478982","repostType":4,"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172691962,"gmtCreate":1626957075656,"gmtModify":1631893574330,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172691962","repostId":"1127427732","repostType":4,"repost":{"id":"1127427732","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":1626954531,"share":"https://www.laohu8.com/m/news/1127427732?lang=zh_CN&edition=full","pubTime":"2021-07-22 19:48","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127427732","media":"Tiger Newspress","summary":"(Julr 22) Stock futures advanced on Thursday, with investors looking to earnings and data for impetu","content":"<p>(Julr&nbsp;22)&nbsp;Stock futures advanced on Thursday, with investors looking to earnings and data for impetus to extend a 2-day rally that wiped out losses sustained during the worst trading day of 2021.</p><p><blockquote>（7月22日）股指期货周四上涨，投资者寻求收益和数据的动力，以延续两天的涨势，抹去了2021年最糟糕交易日的跌幅。</blockquote></p><p> At 7:54 a.m. ET, Dow E-minis were up 47 points, or 0.14%, S&amp;P 500 E-minis were up 6.5&nbsp;points, or 0.15% and Nasdaq 100 E-minis rose 28.75 points, or 0.19%.&nbsp;</p><p><blockquote>截至美国东部时间上午7:54，道指E-minis上涨47点，涨幅0.14%，标普500 E-minis上涨6.5点，涨幅0.15%，纳斯达克100 E-minis上涨28.75点，涨幅0.19%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f0ee7363c9fe8efde482515ffff79ac\" tg-width=\"1242\" tg-height=\"538\" referrerpolicy=\"no-referrer\">The turnaround from the Monday selloff shows “corporations have been very resilient through all this,”&nbsp;David Mazza, Direxion head of product, said on Bloomberg Television. “Earnings estimates are quite remarkable, probably some of the best on record. Even through all this, we have central-bank liquidity remaining very abundant, economic growth being robust.”</p><p><blockquote>Direxion产品主管David Mazza在彭博电视台表示，周一抛售的好转表明“企业在这一切中表现得非常有弹性”。“盈利预期相当出色，可能是有记录以来最好的之一。尽管如此，我们的央行流动性仍然非常充裕，经济增长强劲。”</blockquote></p><p> Energy and mega-cap tech stocks gained ahead of a new batch of earnings reports, the latest initial claims data and the first ECB meeting to incorporate the bank's new strategic review.&nbsp;Energy stocks Chevron Corp, Exxon Mobil, Schlumberger NV, Occidental Petroleum and Marathon Petroleum Corp climbed between 0.1% and 1%, tracking crude prices.</p><p><blockquote>在新一批收益报告、最新的首次申请失业救济数据以及欧洲央行首次会议纳入该行新的战略评估之前，能源股和大型科技股上涨。能源股雪佛龙公司、埃克森美孚公司、斯伦贝谢公司、西方石油公司和马拉松石油公司上涨0.1%至1%，跟踪原油价格。</blockquote></p><p> Some other notable pre-market movers:</p><p><blockquote>其他一些值得注意的盘前推动者：</blockquote></p><p> <ul>  <li>Didi Global (DIDI) drops 3% in&nbsp;premarket&nbsp;trading after people familiar with the matter said Chinese regulators are considering serious, perhaps unprecedented, penalties for for the ride-hailing giant after its controversial initial public offering last month.</li>  <li>Texas Instruments (TXN) drops 4.8% after third-quarter sales and profit forecasts left analysts disappointed, with Barclays saying the “flat outlook leaves little to live for this late in the cycle.”</li>  <li>AT&amp;T (T) added 0.9% as the telecom operator beat analysts’ estimates for monthly phone bill paying subscriber additions in the second quarter, fueled by more Americans converting to 5G phones.</li>  <li>Dow (DOW) rose 1.3% after its second-quarter profit doubled from the first, as prices for its chemicals used in plastics and packaging rose on the back of strong consumer and industrial demand as well as lower inventories.</li>  <li><a href=\"https://laohu8.com/S/CEMI\">Chembio Diagnostics</a> (CEMI) gains 9.9% and <a href=\"https://laohu8.com/S/NURO\">NeuroMetrix</a> (NURO) surges 33% amid discussions on message boards at Reddit and StockTwits.</li> </ul> Elsewhere, the Labor Department’s report, due at 8:30 a.m. ET, is expected to show the number of Americans filing new claims for unemployment benefits fell to 350K (from 360K) for the week ended July 17, amid rampant worker shortages. Investors have been closely following the health of the jobs market on which monetary policy hinges, especially after a series of higher inflation reading recently sparked fears about a sooner-than expected paring of policy support as the economy reopens.</p><p><blockquote><ul><li>滴滴出行(DIDI)在盘前交易中下跌3%，此前知情人士表示，中国监管机构正在考虑对这家网约车巨头在上个月备受争议的首次公开募股后实施严厉的、或许是前所未有的处罚。</li><li>德州仪器(TXN)第三季度销售和利润预测令分析师失望，股价下跌4.8%，巴克莱银行表示“前景平淡，在周期后期几乎没有什么可生存的了”。</li><li>AT&amp;T(T)股价上涨0.9%，由于更多美国人转向5G手机，该电信运营商第二季度每月电话费支付用户数量超出了分析师的预期。</li><li>陶氏化学(DOW)第二季度利润较第一季度翻倍，上涨1.3%，因消费者和工业需求强劲以及库存下降导致其用于塑料和包装的化学品价格上涨。</li><li><a href=\"https://laohu8.com/S/CEMI\">化学诊断学</a>(CEMI)上涨9.9%<a href=\"https://laohu8.com/S/NURO\">神经度量</a>在Reddit和StockTwits留言板上的讨论中，(NURO)飙升33%。</li></ul>在其他地方，劳工部将于美国东部时间上午8:30发布的报告预计将显示，由于工人严重短缺，截至7月17日当周，美国新申请失业救济的人数从36万降至35万。投资者一直在密切关注货币政策所依赖的就业市场的健康状况，特别是在最近一系列较高的通胀数据引发了人们对经济重新开放时政策支持将比预期更早削减的担忧之后。</blockquote></p><p> Bitcoin briefly rose above $32,000 after getting a boost from Elon Musk, who said his space exploration company SpaceX owns the digital token.</p><p><blockquote>在获得埃隆·马斯克(Elon Musk)的提振后，比特币股价短暂升破32,000美元，埃隆·马斯克表示，他的太空探索公司SpaceX拥有该数字代币。</blockquote></p><p> In commodities oil hung on to most of Wednesday's sharp price rise, its biggest one-day gain in three months. Brent crude futures were last 0.4% softer at $71.94 a barrel, but had gained more than 4% on Wednesday. Gold was steady at $1,801 an ounce and cryptocurrencies were firm after bouncing from lows when Tesla boss Elon Musk said the carmaker would likely restart accepting bitcoin payments after due diligence on its energy use.</p><p><blockquote>大宗商品方面，石油延续了周三价格大幅上涨的大部分时间，创下三个月来最大单日涨幅。布伦特原油期货最近下跌0.4%，至每桶71.94美元，但周三上涨超过4%。金价稳定在每盎司1,801美元，加密货币在从低点反弹后坚挺，当时特斯拉老板Elon Musk表示，在对其能源使用进行尽职调查后，该汽车制造商可能会重新开始接受比特币付款。</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 Thursday<blockquote>周四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; 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\">\nToplines Before US Market Open on Thursday<blockquote>周四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\">2021-07-22 19:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Julr&nbsp;22)&nbsp;Stock futures advanced on Thursday, with investors looking to earnings and data for impetus to extend a 2-day rally that wiped out losses sustained during the worst trading day of 2021.</p><p><blockquote>（7月22日）股指期货周四上涨，投资者寻求收益和数据的动力，以延续两天的涨势，抹去了2021年最糟糕交易日的跌幅。</blockquote></p><p> At 7:54 a.m. ET, Dow E-minis were up 47 points, or 0.14%, S&amp;P 500 E-minis were up 6.5&nbsp;points, or 0.15% and Nasdaq 100 E-minis rose 28.75 points, or 0.19%.&nbsp;</p><p><blockquote>截至美国东部时间上午7:54，道指E-minis上涨47点，涨幅0.14%，标普500 E-minis上涨6.5点，涨幅0.15%，纳斯达克100 E-minis上涨28.75点，涨幅0.19%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f0ee7363c9fe8efde482515ffff79ac\" tg-width=\"1242\" tg-height=\"538\" referrerpolicy=\"no-referrer\">The turnaround from the Monday selloff shows “corporations have been very resilient through all this,”&nbsp;David Mazza, Direxion head of product, said on Bloomberg Television. “Earnings estimates are quite remarkable, probably some of the best on record. Even through all this, we have central-bank liquidity remaining very abundant, economic growth being robust.”</p><p><blockquote>Direxion产品主管David Mazza在彭博电视台表示，周一抛售的好转表明“企业在这一切中表现得非常有弹性”。“盈利预期相当出色，可能是有记录以来最好的之一。尽管如此，我们的央行流动性仍然非常充裕，经济增长强劲。”</blockquote></p><p> Energy and mega-cap tech stocks gained ahead of a new batch of earnings reports, the latest initial claims data and the first ECB meeting to incorporate the bank's new strategic review.&nbsp;Energy stocks Chevron Corp, Exxon Mobil, Schlumberger NV, Occidental Petroleum and Marathon Petroleum Corp climbed between 0.1% and 1%, tracking crude prices.</p><p><blockquote>在新一批收益报告、最新的首次申请失业救济数据以及欧洲央行首次会议纳入该行新的战略评估之前，能源股和大型科技股上涨。能源股雪佛龙公司、埃克森美孚公司、斯伦贝谢公司、西方石油公司和马拉松石油公司上涨0.1%至1%，跟踪原油价格。</blockquote></p><p> Some other notable pre-market movers:</p><p><blockquote>其他一些值得注意的盘前推动者：</blockquote></p><p> <ul>  <li>Didi Global (DIDI) drops 3% in&nbsp;premarket&nbsp;trading after people familiar with the matter said Chinese regulators are considering serious, perhaps unprecedented, penalties for for the ride-hailing giant after its controversial initial public offering last month.</li>  <li>Texas Instruments (TXN) drops 4.8% after third-quarter sales and profit forecasts left analysts disappointed, with Barclays saying the “flat outlook leaves little to live for this late in the cycle.”</li>  <li>AT&amp;T (T) added 0.9% as the telecom operator beat analysts’ estimates for monthly phone bill paying subscriber additions in the second quarter, fueled by more Americans converting to 5G phones.</li>  <li>Dow (DOW) rose 1.3% after its second-quarter profit doubled from the first, as prices for its chemicals used in plastics and packaging rose on the back of strong consumer and industrial demand as well as lower inventories.</li>  <li><a href=\"https://laohu8.com/S/CEMI\">Chembio Diagnostics</a> (CEMI) gains 9.9% and <a href=\"https://laohu8.com/S/NURO\">NeuroMetrix</a> (NURO) surges 33% amid discussions on message boards at Reddit and StockTwits.</li> </ul> Elsewhere, the Labor Department’s report, due at 8:30 a.m. ET, is expected to show the number of Americans filing new claims for unemployment benefits fell to 350K (from 360K) for the week ended July 17, amid rampant worker shortages. Investors have been closely following the health of the jobs market on which monetary policy hinges, especially after a series of higher inflation reading recently sparked fears about a sooner-than expected paring of policy support as the economy reopens.</p><p><blockquote><ul><li>滴滴出行(DIDI)在盘前交易中下跌3%，此前知情人士表示，中国监管机构正在考虑对这家网约车巨头在上个月备受争议的首次公开募股后实施严厉的、或许是前所未有的处罚。</li><li>德州仪器(TXN)第三季度销售和利润预测令分析师失望，股价下跌4.8%，巴克莱银行表示“前景平淡，在周期后期几乎没有什么可生存的了”。</li><li>AT&amp;T(T)股价上涨0.9%，由于更多美国人转向5G手机，该电信运营商第二季度每月电话费支付用户数量超出了分析师的预期。</li><li>陶氏化学(DOW)第二季度利润较第一季度翻倍，上涨1.3%，因消费者和工业需求强劲以及库存下降导致其用于塑料和包装的化学品价格上涨。</li><li><a href=\"https://laohu8.com/S/CEMI\">化学诊断学</a>(CEMI)上涨9.9%<a href=\"https://laohu8.com/S/NURO\">神经度量</a>在Reddit和StockTwits留言板上的讨论中，(NURO)飙升33%。</li></ul>在其他地方，劳工部将于美国东部时间上午8:30发布的报告预计将显示，由于工人严重短缺，截至7月17日当周，美国新申请失业救济的人数从36万降至35万。投资者一直在密切关注货币政策所依赖的就业市场的健康状况，特别是在最近一系列较高的通胀数据引发了人们对经济重新开放时政策支持将比预期更早削减的担忧之后。</blockquote></p><p> Bitcoin briefly rose above $32,000 after getting a boost from Elon Musk, who said his space exploration company SpaceX owns the digital token.</p><p><blockquote>在获得埃隆·马斯克(Elon Musk)的提振后，比特币股价短暂升破32,000美元，埃隆·马斯克表示，他的太空探索公司SpaceX拥有该数字代币。</blockquote></p><p> In commodities oil hung on to most of Wednesday's sharp price rise, its biggest one-day gain in three months. Brent crude futures were last 0.4% softer at $71.94 a barrel, but had gained more than 4% on Wednesday. Gold was steady at $1,801 an ounce and cryptocurrencies were firm after bouncing from lows when Tesla boss Elon Musk said the carmaker would likely restart accepting bitcoin payments after due diligence on its energy use.</p><p><blockquote>大宗商品方面，石油延续了周三价格大幅上涨的大部分时间，创下三个月来最大单日涨幅。布伦特原油期货最近下跌0.4%，至每桶71.94美元，但周三上涨超过4%。金价稳定在每盎司1,801美元，加密货币在从低点反弹后坚挺，当时特斯拉老板Elon Musk表示，在对其能源使用进行尽职调查后，该汽车制造商可能会重新开始接受比特币付款。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127427732","content_text":"(Julr 22) Stock futures advanced on Thursday, with investors looking to earnings and data for impetus to extend a 2-day rally that wiped out losses sustained during the worst trading day of 2021.\nAt 7:54 a.m. ET, Dow E-minis were up 47 points, or 0.14%, S&P 500 E-minis were up 6.5 points, or 0.15% and Nasdaq 100 E-minis rose 28.75 points, or 0.19%. \nThe turnaround from the Monday selloff shows “corporations have been very resilient through all this,” David Mazza, Direxion head of product, said on Bloomberg Television. “Earnings estimates are quite remarkable, probably some of the best on record. Even through all this, we have central-bank liquidity remaining very abundant, economic growth being robust.”\nEnergy and mega-cap tech stocks gained ahead of a new batch of earnings reports, the latest initial claims data and the first ECB meeting to incorporate the bank's new strategic review. Energy stocks Chevron Corp, Exxon Mobil, Schlumberger NV, Occidental Petroleum and Marathon Petroleum Corp climbed between 0.1% and 1%, tracking crude prices.\nSome other notable pre-market movers:\n\nDidi Global (DIDI) drops 3% in premarket trading after people familiar with the matter said Chinese regulators are considering serious, perhaps unprecedented, penalties for for the ride-hailing giant after its controversial initial public offering last month.\nTexas Instruments (TXN) drops 4.8% after third-quarter sales and profit forecasts left analysts disappointed, with Barclays saying the “flat outlook leaves little to live for this late in the cycle.”\nAT&T (T) added 0.9% as the telecom operator beat analysts’ estimates for monthly phone bill paying subscriber additions in the second quarter, fueled by more Americans converting to 5G phones.\nDow (DOW) rose 1.3% after its second-quarter profit doubled from the first, as prices for its chemicals used in plastics and packaging rose on the back of strong consumer and industrial demand as well as lower inventories.\nChembio Diagnostics (CEMI) gains 9.9% and NeuroMetrix (NURO) surges 33% amid discussions on message boards at Reddit and StockTwits.\n\nElsewhere, the Labor Department’s report, due at 8:30 a.m. ET, is expected to show the number of Americans filing new claims for unemployment benefits fell to 350K (from 360K) for the week ended July 17, amid rampant worker shortages. Investors have been closely following the health of the jobs market on which monetary policy hinges, especially after a series of higher inflation reading recently sparked fears about a sooner-than expected paring of policy support as the economy reopens.\nBitcoin briefly rose above $32,000 after getting a boost from Elon Musk, who said his space exploration company SpaceX owns the digital token.\nIn commodities oil hung on to most of Wednesday's sharp price rise, its biggest one-day gain in three months. Brent crude futures were last 0.4% softer at $71.94 a barrel, but had gained more than 4% on Wednesday. Gold was steady at $1,801 an ounce and cryptocurrencies were firm after bouncing from lows when Tesla boss Elon Musk said the carmaker would likely restart accepting bitcoin payments after due diligence on its energy use.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176064470,"gmtCreate":1626846801790,"gmtModify":1631893574333,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"Gogo!","listText":"Gogo!","text":"Gogo!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176064470","repostId":"2153924256","repostType":4,"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171411633,"gmtCreate":1626755622922,"gmtModify":1631893574337,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/171411633","repostId":"1166035606","repostType":4,"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":810462172,"gmtCreate":1629993441496,"gmtModify":1704954377849,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/810462172","repostId":"2162018556","repostType":4,"isVote":1,"tweetType":1,"viewCount":1538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806166593,"gmtCreate":1627642367412,"gmtModify":1631893574313,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/806166593","repostId":"2155134341","repostType":4,"repost":{"id":"2155134341","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627635997,"share":"https://www.laohu8.com/m/news/2155134341?lang=zh_CN&edition=full","pubTime":"2021-07-30 17:06","market":"us","language":"en","title":"7 Stocks To Watch For July 30, 2021<blockquote>2021年7月30日值得关注的7只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2155134341","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects  Procter &amp; Gamble Co (NYSE: PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter &amp; Gamble shares rose 0.5% to close at $139.48 on Thursday.\n","content":"<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括：</blockquote></p><p> <ul>  <li>Wall Street expects <b>Procter &amp; Gamble Co</b> (NYSE:PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter &amp; Gamble shares rose 0.5% to close at $139.48 on Thursday.</li>  <li><b>Pinterest Inc</b> (NYSE:PINS) reported upbeat earnings and sales results for its second quarter on Thursday. However, the company’s stock dropped following weaker-than-expected growth in monthly active users and bearish revenue forecast for the third quarter. Pinterest shares dipped 18.2% to $58.95 in premarket trading.</li>  <li>Analysts expect <b>Caterpillar Inc.</b> (NYSE:CAT) to post quarterly earnings at $2.38 per share on revenue of $12.58 billion before the opening bell. Caterpillar shares fell 0.7% to $211.00 in premarket trading.</li>  <li><b>Amazon.com, Inc.</b> (NASDAQ:AMZN) reported better-than-expected earnings for its second quarter, while sales missed expectations. The company also issued weak sales forecast for the current quarter. Amazon shares fell 6.3% to $3,374.00 in the after-hours trading session.</li> </ul> <ul>  <li>Analysts are expecting <b>Exxon Mobil Corporation</b> (NYSE:XOM) to have earned $0.97 per share on revenue of $65.02 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 0.2% to $59.05 in premarket trading.</li>  <li><b><a href=\"https://laohu8.com/S/TMUSP\">T-Mobile US, Inc.</a> </b> (NASDAQ:TMUS) posted upbeat results for its second quarter and also raised its FY21 core adjusted EBITDA guidance. T-Mobile shares, however, dropped 2.2% to $141.50 in premarket trading.</li>  <li>Analysts expect <b>Chevron Corporation</b> (NYSE:CVX) to report quarterly earnings at $1.50 per share on revenue of $34.32 billion before the opening bell. Chevron shares gained 0.4% to $103.00 in premarket trading.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b>宝洁公司</b>（纽约证券交易所股票代码：PG）将在开盘前公布季度收益为每股1.09美元，营收为183.6亿美元。宝洁股价周四上涨0.5%，收于139.48美元。</li><li><b>Pinterest公司</b>（纽约证券交易所股票代码：PINS）周四公布了乐观的第二季度盈利和销售业绩。然而，由于月度活跃用户增长弱于预期以及第三季度营收预测悲观，该公司股价下跌。Pinterest股价在盘前交易中下跌18.2%至58.95美元。</li><li>分析师预计<b>卡特彼勒公司。</b>（纽约证券交易所股票代码：CAT）开盘前公布季度收益为每股2.38美元，营收为125.8亿美元。卡特彼勒股价在盘前交易中下跌0.7%，至211.00美元。</li><li><b>亚马逊公司。</b>（纳斯达克：AMZN）公布的第二季度盈利好于预期，而销售额低于预期。该公司还发布了本季度疲软的销售预测。亚马逊股价在盘后交易时段下跌6.3%，至3,374.00美元。</li></ul><ul><li>分析师预计<b>埃克森美孚公司</b>（纽约证券交易所股票代码：XOM）最近一个季度的营收为650.2亿美元，每股收益为0.97美元。该公司将在开市前发布财报。埃克森美孚股价在盘前交易中上涨0.2%，至59.05美元。</li><li><b><a href=\"https://laohu8.com/S/TMUSP\">T-Mobile美国公司。</a></b>（纳斯达克：TMUS）公布了乐观的第二季度业绩，并上调了2021财年核心调整后EBITDA指引。然而，T-Mobile股价在盘前交易中下跌2.2%，至141.50美元。</li><li>分析师预计<b>雪佛龙公司</b>（纽约证券交易所股票代码：CVX）将在开盘前公布季度收益为每股1.50美元，营收为343.2亿美元。雪佛龙股价在盘前交易中上涨0.4%，至103.00美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks To Watch For July 30, 2021<blockquote>2021年7月30日值得关注的7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\">\n7 Stocks To Watch For July 30, 2021<blockquote>2021年7月30日值得关注的7只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-30 17:06</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括：</blockquote></p><p> <ul>  <li>Wall Street expects <b>Procter &amp; Gamble Co</b> (NYSE:PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter &amp; Gamble shares rose 0.5% to close at $139.48 on Thursday.</li>  <li><b>Pinterest Inc</b> (NYSE:PINS) reported upbeat earnings and sales results for its second quarter on Thursday. However, the company’s stock dropped following weaker-than-expected growth in monthly active users and bearish revenue forecast for the third quarter. Pinterest shares dipped 18.2% to $58.95 in premarket trading.</li>  <li>Analysts expect <b>Caterpillar Inc.</b> (NYSE:CAT) to post quarterly earnings at $2.38 per share on revenue of $12.58 billion before the opening bell. Caterpillar shares fell 0.7% to $211.00 in premarket trading.</li>  <li><b>Amazon.com, Inc.</b> (NASDAQ:AMZN) reported better-than-expected earnings for its second quarter, while sales missed expectations. The company also issued weak sales forecast for the current quarter. Amazon shares fell 6.3% to $3,374.00 in the after-hours trading session.</li> </ul> <ul>  <li>Analysts are expecting <b>Exxon Mobil Corporation</b> (NYSE:XOM) to have earned $0.97 per share on revenue of $65.02 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 0.2% to $59.05 in premarket trading.</li>  <li><b><a href=\"https://laohu8.com/S/TMUSP\">T-Mobile US, Inc.</a> </b> (NASDAQ:TMUS) posted upbeat results for its second quarter and also raised its FY21 core adjusted EBITDA guidance. T-Mobile shares, however, dropped 2.2% to $141.50 in premarket trading.</li>  <li>Analysts expect <b>Chevron Corporation</b> (NYSE:CVX) to report quarterly earnings at $1.50 per share on revenue of $34.32 billion before the opening bell. Chevron shares gained 0.4% to $103.00 in premarket trading.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b>宝洁公司</b>（纽约证券交易所股票代码：PG）将在开盘前公布季度收益为每股1.09美元，营收为183.6亿美元。宝洁股价周四上涨0.5%，收于139.48美元。</li><li><b>Pinterest公司</b>（纽约证券交易所股票代码：PINS）周四公布了乐观的第二季度盈利和销售业绩。然而，由于月度活跃用户增长弱于预期以及第三季度营收预测悲观，该公司股价下跌。Pinterest股价在盘前交易中下跌18.2%至58.95美元。</li><li>分析师预计<b>卡特彼勒公司。</b>（纽约证券交易所股票代码：CAT）开盘前公布季度收益为每股2.38美元，营收为125.8亿美元。卡特彼勒股价在盘前交易中下跌0.7%，至211.00美元。</li><li><b>亚马逊公司。</b>（纳斯达克：AMZN）公布的第二季度盈利好于预期，而销售额低于预期。该公司还发布了本季度疲软的销售预测。亚马逊股价在盘后交易时段下跌6.3%，至3,374.00美元。</li></ul><ul><li>分析师预计<b>埃克森美孚公司</b>（纽约证券交易所股票代码：XOM）最近一个季度的营收为650.2亿美元，每股收益为0.97美元。该公司将在开市前发布财报。埃克森美孚股价在盘前交易中上涨0.2%，至59.05美元。</li><li><b><a href=\"https://laohu8.com/S/TMUSP\">T-Mobile美国公司。</a></b>（纳斯达克：TMUS）公布了乐观的第二季度业绩，并上调了2021财年核心调整后EBITDA指引。然而，T-Mobile股价在盘前交易中下跌2.2%，至141.50美元。</li><li>分析师预计<b>雪佛龙公司</b>（纽约证券交易所股票代码：CVX）将在开盘前公布季度收益为每股1.50美元，营收为343.2亿美元。雪佛龙股价在盘前交易中上涨0.4%，至103.00美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAT":"卡特彼勒","PINS":"Pinterest, Inc.","CVX":"雪佛龙","AMZN":"亚马逊","XOM":"埃克森美孚","PG":"宝洁","TMUS":"T-Mobile US Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155134341","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Procter & Gamble Co (NYSE:PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter & Gamble shares rose 0.5% to close at $139.48 on Thursday.\nPinterest Inc (NYSE:PINS) reported upbeat earnings and sales results for its second quarter on Thursday. However, the company’s stock dropped following weaker-than-expected growth in monthly active users and bearish revenue forecast for the third quarter. Pinterest shares dipped 18.2% to $58.95 in premarket trading.\nAnalysts expect Caterpillar Inc. (NYSE:CAT) to post quarterly earnings at $2.38 per share on revenue of $12.58 billion before the opening bell. Caterpillar shares fell 0.7% to $211.00 in premarket trading.\nAmazon.com, Inc. (NASDAQ:AMZN) reported better-than-expected earnings for its second quarter, while sales missed expectations. The company also issued weak sales forecast for the current quarter. Amazon shares fell 6.3% to $3,374.00 in the after-hours trading session.\n\n\nAnalysts are expecting Exxon Mobil Corporation (NYSE:XOM) to have earned $0.97 per share on revenue of $65.02 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 0.2% to $59.05 in premarket trading.\nT-Mobile US, Inc.  (NASDAQ:TMUS) posted upbeat results for its second quarter and also raised its FY21 core adjusted EBITDA guidance. T-Mobile shares, however, dropped 2.2% to $141.50 in premarket trading.\nAnalysts expect Chevron Corporation (NYSE:CVX) to report quarterly earnings at $1.50 per share on revenue of $34.32 billion before the opening bell. Chevron shares gained 0.4% to $103.00 in premarket trading.","news_type":1,"symbols_score_info":{"PG":0.9,"TMUS":0.9,"AMZN":0.9,"PINS":0.9,"CAT":0.9,"XOM":0.9,"CVX":0.9}},"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170398348,"gmtCreate":1626402843684,"gmtModify":1631893574345,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/170398348","repostId":"1130216654","repostType":4,"repost":{"id":"1130216654","kind":"news","pubTimestamp":1626401928,"share":"https://www.laohu8.com/m/news/1130216654?lang=zh_CN&edition=full","pubTime":"2021-07-16 10:18","market":"us","language":"en","title":"Why an Analyst Raised AMD’s Price Target by 459%<blockquote>为什么分析师将AMD目标价上调459%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130216654","media":"Barron's","summary":"Advanced Micro Devices succeeded in turning around a longtime bear Thursday after the chip maker acc","content":"<p>Advanced Micro Devices succeeded in turning around a longtime bear Thursday after the chip maker accelerated its market-share gains in server processors at the expense of rival Intel.</p><p><blockquote>Advanced Micro Devices周四成功扭转了长期的熊市，此前这家芯片制造商以牺牲竞争对手英特尔的利益为代价，加速了服务器处理器市场份额的增长。</blockquote></p><p> Citigroup analyst Christopher Danely upgraded his call on AMD shares (ticker: AMD) to Neutral from Sell, and bumped his price target to $95 from $17—a spike of 459%.</p><p><blockquote>花旗集团分析师Christopher Danely将AMD股票（股票代码：AMD）的看涨期权从卖出上调至中性，并将目标价从17美元上调至95美元，涨幅为459%。</blockquote></p><p> Danely wrote in a Thursday note that his team’s checks suggest that AMD is taking market share from Intel (INTC)–gaining 1.5% in the first quarter—for the first time in 15 years. He predicts the gains will continue and that AMD will reach a 20% market share by the end of 2022, close to the company’s previous peak. In the beginning of 2019, AMD had a share of roughly 2.5% in server multiprocessing units, according to Citi’s data.</p><p><blockquote>Danely在周四的一份报告中写道，他的团队的检查表明，AMD正在从英特尔(INTC)手中夺取市场份额——第一季度增长了1.5%——这是15年来的首次。他预测，这种增长将持续下去，AMD将在2022年底达到20%的市场份额，接近该公司之前的峰值。根据花旗的数据，2019年初，AMD在服务器多处理单元中的份额约为2.5%。</blockquote></p><p> AMD’s share gains should last at least two years, he said—benefiting from ongoing production problems at Intel, among other things. Intel’s next-generation production technology will suffer from delays, the analyst predicted. Production holdups likely mean that Intel’s margins will thin, as semiconductor manufacturers typically increase their profit the longer a chip is produced.</p><p><blockquote>他表示，AMD的份额增长应该会持续至少两年——受益于英特尔持续的生产问题等。这位分析师预测，英特尔的下一代生产技术将遭受延迟。生产停滞可能意味着英特尔的利润率将会下降，因为芯片生产的时间越长，半导体制造商的利润通常就会增加。</blockquote></p><p> For investors who buy in to Danely’s thesis, the analyst recommends a pairs trade: underweight Intel stock while overweighting AMD shares. A pairs trade typically involves two stocks whose movements are inversely linked: An investor shorts, or bets against, one, while taking a long position in the other. Danely wrote that risks to such a trade include Intel fixing its production issues in a shorter-than-expected time frame and AMD facing delays with its server chips.</p><p><blockquote>对于认同Danely论文的投资者，分析师建议进行配对交易：跑输大盘英特尔股票，同时增持AMD股票。配对交易通常涉及两只走势呈负相关的股票：投资者做空或做空一只股票，同时做多另一只股票。Danely写道，此类交易的风险包括英特尔在比预期更短的时间内解决其生产问题，以及AMD面临其服务器芯片的延迟。</blockquote></p><p> Previously, Danely had justified his relatively low AMD target price with a prediction that Intel would engage in a price war with AMD and crush its advances into markets dominated by Intel. Danely wrote that he still views a price war in central processing units as likely, and now expects it to begin when personal computer sales cool and Intel’s market-share losses Mount.</p><p><blockquote>此前，Danely曾预测英特尔将与AMD进行价格战，并粉碎其进军英特尔主导市场的步伐，以此来证明其相对较低的AMD目标价是合理的。丹利写道，他仍然认为中央处理器有可能爆发价格战，现在预计当个人电脑销售降温和英特尔市场份额损失增加时，这场价格战将会开始。</blockquote></p><p> Despite Danely’s positive call on AMD—and a videogame hardware announcement featuring the company’s chips—shares fell 2.4% to close the regular session at $86.93. Intel stock dropped 1.3%, to $55.81, amid broad weakness in tech, including chip stocks, after Taiwan Semiconductor Manufacturing (TSM) reported earnings before the opening bell Thursday. The PHLX Semiconductor Index fell 2.2%.</p><p><blockquote>尽管Danely对AMD的看涨期权持积极态度，并发布了以该公司芯片为特色的视频游戏硬件公告，但该公司股价仍下跌2.4%，常规交易日收于86.93美元。台积电(TSM)周四开盘前公布财报后，由于包括芯片股在内的科技股普遍疲软，英特尔股价下跌1.3%，至55.81美元。PHLX半导体指数下跌2.2%。</blockquote></p><p></p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why an Analyst Raised AMD’s Price Target by 459%<blockquote>为什么分析师将AMD目标价上调459%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy an Analyst Raised AMD’s Price Target by 459%<blockquote>为什么分析师将AMD目标价上调459%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-07-16 10:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Advanced Micro Devices succeeded in turning around a longtime bear Thursday after the chip maker accelerated its market-share gains in server processors at the expense of rival Intel.</p><p><blockquote>Advanced Micro Devices周四成功扭转了长期的熊市，此前这家芯片制造商以牺牲竞争对手英特尔的利益为代价，加速了服务器处理器市场份额的增长。</blockquote></p><p> Citigroup analyst Christopher Danely upgraded his call on AMD shares (ticker: AMD) to Neutral from Sell, and bumped his price target to $95 from $17—a spike of 459%.</p><p><blockquote>花旗集团分析师Christopher Danely将AMD股票（股票代码：AMD）的看涨期权从卖出上调至中性，并将目标价从17美元上调至95美元，涨幅为459%。</blockquote></p><p> Danely wrote in a Thursday note that his team’s checks suggest that AMD is taking market share from Intel (INTC)–gaining 1.5% in the first quarter—for the first time in 15 years. He predicts the gains will continue and that AMD will reach a 20% market share by the end of 2022, close to the company’s previous peak. In the beginning of 2019, AMD had a share of roughly 2.5% in server multiprocessing units, according to Citi’s data.</p><p><blockquote>Danely在周四的一份报告中写道，他的团队的检查表明，AMD正在从英特尔(INTC)手中夺取市场份额——第一季度增长了1.5%——这是15年来的首次。他预测，这种增长将持续下去，AMD将在2022年底达到20%的市场份额，接近该公司之前的峰值。根据花旗的数据，2019年初，AMD在服务器多处理单元中的份额约为2.5%。</blockquote></p><p> AMD’s share gains should last at least two years, he said—benefiting from ongoing production problems at Intel, among other things. Intel’s next-generation production technology will suffer from delays, the analyst predicted. Production holdups likely mean that Intel’s margins will thin, as semiconductor manufacturers typically increase their profit the longer a chip is produced.</p><p><blockquote>他表示，AMD的份额增长应该会持续至少两年——受益于英特尔持续的生产问题等。这位分析师预测，英特尔的下一代生产技术将遭受延迟。生产停滞可能意味着英特尔的利润率将会下降，因为芯片生产的时间越长，半导体制造商的利润通常就会增加。</blockquote></p><p> For investors who buy in to Danely’s thesis, the analyst recommends a pairs trade: underweight Intel stock while overweighting AMD shares. A pairs trade typically involves two stocks whose movements are inversely linked: An investor shorts, or bets against, one, while taking a long position in the other. Danely wrote that risks to such a trade include Intel fixing its production issues in a shorter-than-expected time frame and AMD facing delays with its server chips.</p><p><blockquote>对于认同Danely论文的投资者，分析师建议进行配对交易：跑输大盘英特尔股票，同时增持AMD股票。配对交易通常涉及两只走势呈负相关的股票：投资者做空或做空一只股票，同时做多另一只股票。Danely写道，此类交易的风险包括英特尔在比预期更短的时间内解决其生产问题，以及AMD面临其服务器芯片的延迟。</blockquote></p><p> Previously, Danely had justified his relatively low AMD target price with a prediction that Intel would engage in a price war with AMD and crush its advances into markets dominated by Intel. Danely wrote that he still views a price war in central processing units as likely, and now expects it to begin when personal computer sales cool and Intel’s market-share losses Mount.</p><p><blockquote>此前，Danely曾预测英特尔将与AMD进行价格战，并粉碎其进军英特尔主导市场的步伐，以此来证明其相对较低的AMD目标价是合理的。丹利写道，他仍然认为中央处理器有可能爆发价格战，现在预计当个人电脑销售降温和英特尔市场份额损失增加时，这场价格战将会开始。</blockquote></p><p> Despite Danely’s positive call on AMD—and a videogame hardware announcement featuring the company’s chips—shares fell 2.4% to close the regular session at $86.93. Intel stock dropped 1.3%, to $55.81, amid broad weakness in tech, including chip stocks, after Taiwan Semiconductor Manufacturing (TSM) reported earnings before the opening bell Thursday. The PHLX Semiconductor Index fell 2.2%.</p><p><blockquote>尽管Danely对AMD的看涨期权持积极态度，并发布了以该公司芯片为特色的视频游戏硬件公告，但该公司股价仍下跌2.4%，常规交易日收于86.93美元。台积电(TSM)周四开盘前公布财报后，由于包括芯片股在内的科技股普遍疲软，英特尔股价下跌1.3%，至55.81美元。PHLX半导体指数下跌2.2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/amd-stock-51626387836?siteid=yhoof2\">Barron's</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.barrons.com/articles/amd-stock-51626387836?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130216654","content_text":"Advanced Micro Devices succeeded in turning around a longtime bear Thursday after the chip maker accelerated its market-share gains in server processors at the expense of rival Intel.\nCitigroup analyst Christopher Danely upgraded his call on AMD shares (ticker: AMD) to Neutral from Sell, and bumped his price target to $95 from $17—a spike of 459%.\nDanely wrote in a Thursday note that his team’s checks suggest that AMD is taking market share from Intel (INTC)–gaining 1.5% in the first quarter—for the first time in 15 years. He predicts the gains will continue and that AMD will reach a 20% market share by the end of 2022, close to the company’s previous peak. In the beginning of 2019, AMD had a share of roughly 2.5% in server multiprocessing units, according to Citi’s data.\nAMD’s share gains should last at least two years, he said—benefiting from ongoing production problems at Intel, among other things. Intel’s next-generation production technology will suffer from delays, the analyst predicted. Production holdups likely mean that Intel’s margins will thin, as semiconductor manufacturers typically increase their profit the longer a chip is produced.\nFor investors who buy in to Danely’s thesis, the analyst recommends a pairs trade: underweight Intel stock while overweighting AMD shares. A pairs trade typically involves two stocks whose movements are inversely linked: An investor shorts, or bets against, one, while taking a long position in the other. Danely wrote that risks to such a trade include Intel fixing its production issues in a shorter-than-expected time frame and AMD facing delays with its server chips.\nPreviously, Danely had justified his relatively low AMD target price with a prediction that Intel would engage in a price war with AMD and crush its advances into markets dominated by Intel. Danely wrote that he still views a price war in central processing units as likely, and now expects it to begin when personal computer sales cool and Intel’s market-share losses Mount.\nDespite Danely’s positive call on AMD—and a videogame hardware announcement featuring the company’s chips—shares fell 2.4% to close the regular session at $86.93. Intel stock dropped 1.3%, to $55.81, amid broad weakness in tech, including chip stocks, after Taiwan Semiconductor Manufacturing (TSM) reported earnings before the opening bell Thursday. The PHLX Semiconductor Index fell 2.2%.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":829410556,"gmtCreate":1633532531632,"gmtModify":1633532531798,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829410556","repostId":"2173091050","repostType":4,"isVote":1,"tweetType":1,"viewCount":2868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803972243,"gmtCreate":1627405844482,"gmtModify":1631893574317,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/803972243","repostId":"1108849761","repostType":4,"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802288984,"gmtCreate":1627782776348,"gmtModify":1631891686969,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802288984","repostId":"1127308481","repostType":4,"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175215459,"gmtCreate":1627034168571,"gmtModify":1631893574325,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175215459","repostId":"1164478982","repostType":4,"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146188612,"gmtCreate":1626059135036,"gmtModify":1633930538436,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146188612","repostId":"2150076873","repostType":4,"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886204996,"gmtCreate":1631591167815,"gmtModify":1631891686870,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886204996","repostId":"1178276551","repostType":4,"repost":{"id":"1178276551","kind":"news","pubTimestamp":1631574947,"share":"https://www.laohu8.com/m/news/1178276551?lang=zh_CN&edition=full","pubTime":"2021-09-14 07:15","market":"us","language":"en","title":"S&P 500 snaps losing streak with tax hikes, inflation data on horizon<blockquote>标普500通过增税和通胀数据结束连跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178276551","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 closed higher on Monday, ending a five-day losing streak as investo","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 closed higher on Monday, ending a five-day losing streak as investors focused on potential corporate tax hikes and upcoming economic data.</p><p><blockquote>路透纽约3月1日电——标普500周一收高，结束五连跌，因投资者关注潜在的公司税上调和即将公布的经济数据。</blockquote></p><p> The Dow Jones Industrial Average also advanced, but the Nasdaq Composite Index ended lower.</p><p><blockquote>道琼斯工业平均指数也上涨，但纳斯达克综合指数收低。</blockquote></p><p> Investors favored value over growth, with stocks set to benefit most from a resurging economy enjoying the biggest percentage gains.</p><p><blockquote>投资者更青睐价值而非增长，股市将从经济复苏中受益最多，涨幅最大。</blockquote></p><p> “There are probably not a lot of positive surprises coming this month,” said Liz Young, head of investment strategy at SoFi in New York. “We’re having another period of volatility where I think that rotation could go back to cyclicals and the reopened trade, as the 10-year bond rate slowly grinds higher through the end of the year.”</p><p><blockquote>纽约SoFi投资策略主管Liz Young表示：“本月可能不会有太多积极的惊喜。”“我们正在经历另一个波动时期，我认为随着10年期债券利率在年底前慢慢走高，轮动可能会回到周期性和重新开放的交易。”</blockquote></p><p> Market participants are focused on the likely passage of U.S. President Joe Biden’s $3.5 trillion budget package, which is expected to include a proposed corporate tax rate hike to 26.5% from 21%.</p><p><blockquote>市场参与者关注美国总统拜登的3.5万亿美元预算方案可能获得通过，预计其中包括拟议将企业税率从21%上调至26.5%。</blockquote></p><p> Goldman Sachs analysts see the corporate tax rate increasing to 25% and the passage of about half of a proposed increase to tax rates on foreign income, which they estimate would reduce S&amp;P 500 earnings by 5% in 2022.</p><p><blockquote>高盛分析师预计，企业税率将提高至25%，外国收入税率拟议上调的约一半将获得通过，他们估计这将使标普500 2022年的盈利减少5%。</blockquote></p><p> The Labor Department is due to release its consumer price index data on Tuesday, which could shed further light on the current inflation wave and whether it is as transitory as the Fed insists.</p><p><blockquote>美国劳工部将于周二发布消费者价格指数数据，这可能会进一步揭示当前的通胀浪潮，以及它是否像美联储坚称的那样是暂时的。</blockquote></p><p> “I don’t see inflation settling back down under 2% where it was pre-pandemic,” Young added. “Even if some of those transitory forces weaken, we will still stay at a higher rate than we were before.”</p><p><blockquote>杨补充道：“我认为通胀率不会回落到大流行前的2%以下。”“即使其中一些过渡性力量减弱，我们仍将保持比以前更高的速度。”</blockquote></p><p> Other key indicators due this week include retail sales and consumer sentiment, which could illuminate how much the demand boom driven by economic re-engagement has been dampened by the highly contagious COVID-19 Delta variant.</p><p><blockquote>本周公布的其他关键指标包括零售销售和消费者信心，这可能表明经济重新参与推动的需求繁荣在多大程度上受到了高度传染性的COVID-19德尔塔变异毒株的抑制。</blockquote></p><p> The Dow Jones Industrial Average rose 261.91 points, or 0.76%, to 34,869.63, the S&amp;P 500 gained 10.15 points, or 0.23%, at 4,468.73 and the Nasdaq Composite dropped 9.91 points, or 0.07%, to 15,105.58.</p><p><blockquote>道琼斯工业平均指数上涨261.91点，涨幅0.76%，至34,869.63点；标普500上涨10.15点，涨幅0.23%，至4,468.73点；纳斯达克综合指数下跌9.91点，涨幅0.07%，至15,105.58点。</blockquote></p><p> Of the 11 major sectors in the S&amp;P 500, healthcare suffered the largest percentage loss, while energy, buoyed by rising crude prices was the biggest gainer.</p><p><blockquote>在标普500 11个主要板块中，医疗保健板块跌幅最大，而受原油价格上涨提振的能源板块涨幅最大。</blockquote></p><p> Shares of vaccine makers Moderna and Pfizer Inc sank 6.6% and 2.2%, respectively, after experts said COVID booster shots are not widely needed.</p><p><blockquote>在专家表示不广泛需要新冠加强注射后，疫苗制造商Moderna和辉瑞公司的股价分别下跌6.6%和2.2%。</blockquote></p><p> Coinbase Global Inc announced plans to raise about $1.5 billion through a debt offering aimed at funding product development and potential acquisitions. The cryptocurrency exchanges shares slid 2.2%.</p><p><blockquote>Coinbase Global Inc宣布计划通过发债筹集约15亿美元，旨在为产品开发和潜在收购提供资金。加密货币交易所股价下跌2.2%。</blockquote></p><p> Salesforce.com Inc dipped 1.2% as rival Freshworks Inc’s regulatory filing indicated that the business engagement and customer engagement software company is aiming for a nearly $9 billion valuation in it U.S. debut.</p><p><blockquote>Salesforce.com Inc下跌1.2%，竞争对手Freshworks Inc的监管文件显示，这家业务参与和客户参与软件公司的目标是在美国首次亮相时估值接近90亿美元。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.60-to-1 ratio; on Nasdaq, a 1.02-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.60比1；在纳斯达克，1.02比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted 12 new 52-week highs and one new low; the Nasdaq Composite recorded 53 new highs and 71 new lows.</p><p><blockquote>标普500创下12个52周新高和1个新低；纳斯达克综合指数录得53个新高和71个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.30 billion shares, compared with the 9.29 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为103亿股，而过去20个交易日的平均成交量为92.9亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 snaps losing streak with tax hikes, inflation data on horizon<blockquote>标普500通过增税和通胀数据结束连跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-09-14 07:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&amp;P 500 closed higher on Monday, ending a five-day losing streak as investors focused on potential corporate tax hikes and upcoming economic data.</p><p><blockquote>路透纽约3月1日电——标普500周一收高，结束五连跌，因投资者关注潜在的公司税上调和即将公布的经济数据。</blockquote></p><p> The Dow Jones Industrial Average also advanced, but the Nasdaq Composite Index ended lower.</p><p><blockquote>道琼斯工业平均指数也上涨，但纳斯达克综合指数收低。</blockquote></p><p> Investors favored value over growth, with stocks set to benefit most from a resurging economy enjoying the biggest percentage gains.</p><p><blockquote>投资者更青睐价值而非增长，股市将从经济复苏中受益最多，涨幅最大。</blockquote></p><p> “There are probably not a lot of positive surprises coming this month,” said Liz Young, head of investment strategy at SoFi in New York. “We’re having another period of volatility where I think that rotation could go back to cyclicals and the reopened trade, as the 10-year bond rate slowly grinds higher through the end of the year.”</p><p><blockquote>纽约SoFi投资策略主管Liz Young表示：“本月可能不会有太多积极的惊喜。”“我们正在经历另一个波动时期，我认为随着10年期债券利率在年底前慢慢走高，轮动可能会回到周期性和重新开放的交易。”</blockquote></p><p> Market participants are focused on the likely passage of U.S. President Joe Biden’s $3.5 trillion budget package, which is expected to include a proposed corporate tax rate hike to 26.5% from 21%.</p><p><blockquote>市场参与者关注美国总统拜登的3.5万亿美元预算方案可能获得通过，预计其中包括拟议将企业税率从21%上调至26.5%。</blockquote></p><p> Goldman Sachs analysts see the corporate tax rate increasing to 25% and the passage of about half of a proposed increase to tax rates on foreign income, which they estimate would reduce S&amp;P 500 earnings by 5% in 2022.</p><p><blockquote>高盛分析师预计，企业税率将提高至25%，外国收入税率拟议上调的约一半将获得通过，他们估计这将使标普500 2022年的盈利减少5%。</blockquote></p><p> The Labor Department is due to release its consumer price index data on Tuesday, which could shed further light on the current inflation wave and whether it is as transitory as the Fed insists.</p><p><blockquote>美国劳工部将于周二发布消费者价格指数数据，这可能会进一步揭示当前的通胀浪潮，以及它是否像美联储坚称的那样是暂时的。</blockquote></p><p> “I don’t see inflation settling back down under 2% where it was pre-pandemic,” Young added. “Even if some of those transitory forces weaken, we will still stay at a higher rate than we were before.”</p><p><blockquote>杨补充道：“我认为通胀率不会回落到大流行前的2%以下。”“即使其中一些过渡性力量减弱，我们仍将保持比以前更高的速度。”</blockquote></p><p> Other key indicators due this week include retail sales and consumer sentiment, which could illuminate how much the demand boom driven by economic re-engagement has been dampened by the highly contagious COVID-19 Delta variant.</p><p><blockquote>本周公布的其他关键指标包括零售销售和消费者信心，这可能表明经济重新参与推动的需求繁荣在多大程度上受到了高度传染性的COVID-19德尔塔变异毒株的抑制。</blockquote></p><p> The Dow Jones Industrial Average rose 261.91 points, or 0.76%, to 34,869.63, the S&amp;P 500 gained 10.15 points, or 0.23%, at 4,468.73 and the Nasdaq Composite dropped 9.91 points, or 0.07%, to 15,105.58.</p><p><blockquote>道琼斯工业平均指数上涨261.91点，涨幅0.76%，至34,869.63点；标普500上涨10.15点，涨幅0.23%，至4,468.73点；纳斯达克综合指数下跌9.91点，涨幅0.07%，至15,105.58点。</blockquote></p><p> Of the 11 major sectors in the S&amp;P 500, healthcare suffered the largest percentage loss, while energy, buoyed by rising crude prices was the biggest gainer.</p><p><blockquote>在标普500 11个主要板块中，医疗保健板块跌幅最大，而受原油价格上涨提振的能源板块涨幅最大。</blockquote></p><p> Shares of vaccine makers Moderna and Pfizer Inc sank 6.6% and 2.2%, respectively, after experts said COVID booster shots are not widely needed.</p><p><blockquote>在专家表示不广泛需要新冠加强注射后，疫苗制造商Moderna和辉瑞公司的股价分别下跌6.6%和2.2%。</blockquote></p><p> Coinbase Global Inc announced plans to raise about $1.5 billion through a debt offering aimed at funding product development and potential acquisitions. The cryptocurrency exchanges shares slid 2.2%.</p><p><blockquote>Coinbase Global Inc宣布计划通过发债筹集约15亿美元，旨在为产品开发和潜在收购提供资金。加密货币交易所股价下跌2.2%。</blockquote></p><p> Salesforce.com Inc dipped 1.2% as rival Freshworks Inc’s regulatory filing indicated that the business engagement and customer engagement software company is aiming for a nearly $9 billion valuation in it U.S. debut.</p><p><blockquote>Salesforce.com Inc下跌1.2%，竞争对手Freshworks Inc的监管文件显示，这家业务参与和客户参与软件公司的目标是在美国首次亮相时估值接近90亿美元。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.60-to-1 ratio; on Nasdaq, a 1.02-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.60比1；在纳斯达克，1.02比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted 12 new 52-week highs and one new low; the Nasdaq Composite recorded 53 new highs and 71 new lows.</p><p><blockquote>标普500创下12个52周新高和1个新低；纳斯达克综合指数录得53个新高和71个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.30 billion shares, compared with the 9.29 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为103亿股，而过去20个交易日的平均成交量为92.9亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-snaps-losing-streak-with-tax-hikes-inflation-data-on-horizon-idUSL1N2QF2DB\">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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-snaps-losing-streak-with-tax-hikes-inflation-data-on-horizon-idUSL1N2QF2DB","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178276551","content_text":"NEW YORK (Reuters) - The S&P 500 closed higher on Monday, ending a five-day losing streak as investors focused on potential corporate tax hikes and upcoming economic data.\nThe Dow Jones Industrial Average also advanced, but the Nasdaq Composite Index ended lower.\nInvestors favored value over growth, with stocks set to benefit most from a resurging economy enjoying the biggest percentage gains.\n“There are probably not a lot of positive surprises coming this month,” said Liz Young, head of investment strategy at SoFi in New York. “We’re having another period of volatility where I think that rotation could go back to cyclicals and the reopened trade, as the 10-year bond rate slowly grinds higher through the end of the year.”\nMarket participants are focused on the likely passage of U.S. President Joe Biden’s $3.5 trillion budget package, which is expected to include a proposed corporate tax rate hike to 26.5% from 21%.\nGoldman Sachs analysts see the corporate tax rate increasing to 25% and the passage of about half of a proposed increase to tax rates on foreign income, which they estimate would reduce S&P 500 earnings by 5% in 2022.\nThe Labor Department is due to release its consumer price index data on Tuesday, which could shed further light on the current inflation wave and whether it is as transitory as the Fed insists.\n“I don’t see inflation settling back down under 2% where it was pre-pandemic,” Young added. “Even if some of those transitory forces weaken, we will still stay at a higher rate than we were before.”\nOther key indicators due this week include retail sales and consumer sentiment, which could illuminate how much the demand boom driven by economic re-engagement has been dampened by the highly contagious COVID-19 Delta variant.\nThe Dow Jones Industrial Average rose 261.91 points, or 0.76%, to 34,869.63, the S&P 500 gained 10.15 points, or 0.23%, at 4,468.73 and the Nasdaq Composite dropped 9.91 points, or 0.07%, to 15,105.58.\nOf the 11 major sectors in the S&P 500, healthcare suffered the largest percentage loss, while energy, buoyed by rising crude prices was the biggest gainer.\nShares of vaccine makers Moderna and Pfizer Inc sank 6.6% and 2.2%, respectively, after experts said COVID booster shots are not widely needed.\nCoinbase Global Inc announced plans to raise about $1.5 billion through a debt offering aimed at funding product development and potential acquisitions. The cryptocurrency exchanges shares slid 2.2%.\nSalesforce.com Inc dipped 1.2% as rival Freshworks Inc’s regulatory filing indicated that the business engagement and customer engagement software company is aiming for a nearly $9 billion valuation in it U.S. debut.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.60-to-1 ratio; on Nasdaq, a 1.02-to-1 ratio favored advancers.\nThe S&P 500 posted 12 new 52-week highs and one new low; the Nasdaq Composite recorded 53 new highs and 71 new lows.\nVolume on U.S. exchanges was 10.30 billion shares, compared with the 9.29 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837566104,"gmtCreate":1629900281608,"gmtModify":1631891686908,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837566104","repostId":"2162087564","repostType":4,"isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899118612,"gmtCreate":1628168456436,"gmtModify":1631891686957,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899118612","repostId":"1174241374","repostType":4,"repost":{"id":"1174241374","kind":"news","pubTimestamp":1628168340,"share":"https://www.laohu8.com/m/news/1174241374?lang=zh_CN&edition=full","pubTime":"2021-08-05 20:59","market":"us","language":"en","title":"Blackstone, Other Private-Equity Stocks Catch Fire<blockquote>黑石和其他私募股权股票着火</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174241374","media":"The Wall Street Journal","summary":"The firms and their long-languishing shares are benefiting from current market dynamics such as low ","content":"<p>  The firms and their long-languishing shares are benefiting from current market dynamics such as low interest rates.  After years of lackluster performance, shares of private-equity firms have hit their stride.</p><p><blockquote>这些公司及其长期低迷的股票正受益于当前的市场动态，例如低利率。在经历了多年的低迷表现后，私募股权公司的股价已经达到了顶峰。</blockquote></p><p> In the decade or more sinceBlackstone GroupInc.,BX1.38%KKRKKR1.90%&amp; Co.,Apollo Global ManagementInc.APO0.38%andCarlyle GroupInc.CG1.00%went public, their assets under management have exploded as they branched out beyond leveraged buyouts into areas such as real estate, lending and insurance.</p><p><blockquote>自黑石集团(Blackstone Group Inc.)、BX1.38%KKRKKR1.90%&amp;Co.、阿波罗全球管理公司(Apollo Global ManagementInc.)和凯雷集团(Carlyle Group Inc.CG 1.00%)上市以来的十年或更长时间里，它们管理的资产呈爆炸式增长，因为它们的业务超出了杠杆收购的范围。房地产、贷款和保险等领域。</blockquote></p><p> But their stocks languished, leading executives such asBlackstoneBX1.38%chief Stephen Schwarzman to publicly gripe that the market was undervaluing them.</p><p><blockquote>但他们的股票却萎靡不振，导致BlackstoneBX1.38%首席执行官史蒂芬·施瓦茨曼等高管公开抱怨市场低估了他们的价值。</blockquote></p><p> That has changed in a big way since the U.S. economy began to emerge from the coronavirus-driven downturn.</p><p><blockquote>自从美国经济开始走出冠状病毒导致的低迷以来，这种情况发生了很大变化。</blockquote></p><p> Including dividends, shares of Blackstone have tripled since April 1, 2020, roughly when the recovery began, pushing its market capitalization to around $140 billion. That is bigger than those of financial giants Goldman Sachs Group Inc. and BlackRock Inc. KKR’s stock performance has been even stronger over that period, edging out Blackstone’s by a few percentage points. (Blackstone’s performance over the past three years has trounced that of all three rivals.)</p><p><blockquote>包括股息在内，自2020年4月1日（大致是复苏开始时）以来，黑石的股价已上涨两倍，使其市值达到1400亿美元左右。这比金融巨头高盛集团和贝莱德公司的股价还要高。在此期间，KKR的股票表现更加强劲，领先黑石几个百分点。（黑石过去三年的业绩击败了所有三个竞争对手。）</blockquote></p><p> Shares of Carlyle, which historicallylagged behind those of peers, have shot up by nearly 160%. Even Apollo’s stock, which was weighed down by revelations of ties between former Chief Executive Leon Black and Jeffrey Epstein, has more than doubled.</p><p><blockquote>历来落后于同行的凯雷股价已飙升近160%。就连因前首席执行官莱昂·布莱克(Leon Black)和杰弗里·爱泼斯坦(Jeffrey Epstein)之间关系被曝光而承压的阿波罗(Apollo)的股价也上涨了一倍多。</blockquote></p><p> The S&amp;P 500 has risen by about 83% in that period, according to FactSet.</p><p><blockquote>FactSet的数据显示，在此期间，标普500上涨了约83%。</blockquote></p><p> Private-equity firms—big owners of assets purchased with significant amounts of debt—are ideally positioned to be outsize beneficiaries of current market dynamics. Low interest rates have made borrowing cheap and led yield-hungry investorsto funnel hundreds of billionsof dollars into the firms’ coffers.</p><p><blockquote>私募股权公司——用大量债务购买资产的大所有者——处于理想的位置，可以成为当前市场动态的巨大受益者。低利率使得借贷变得便宜，并导致渴望收益的投资者将数千亿美元注入公司的金库。</blockquote></p><p> The tailwinds were on recent display as the firms reported strong second-quarter results, pushing their shares up even further.</p><p><blockquote>最近，这些公司公布了强劲的第二季度业绩，推动其股价进一步上涨，从而显示出有利因素。</blockquote></p><p> The spring for the group’s outperformance was loaded well before the pandemic began, when each firm opted in quick succession to abandon its partnership structure and become a C-corporation on the heels of the 2017 corporate tax cuts. The partnership structure had kept their billionaire founders in control but meant their stocks couldn’t be included in indexes, and shareholders had to endure extra tax requirements to own them.</p><p><blockquote>早在疫情开始之前，该集团就迎来了优异表现的春天，当时每家公司都在2017年企业减税后迅速选择放弃其合伙结构，成为C级公司。合伙结构使他们的亿万富翁创始人保持了控制权，但这意味着他们的股票不能被纳入指数，股东必须忍受额外的税收要求才能拥有它们。</blockquote></p><p> The firms’ shares have been added to several indexes, and the S&amp;P 500 could be next.</p><p><blockquote>这些公司的股票已被添加到多个指数中，标普500可能是下一个。</blockquote></p><p> “By being publicly traded partnerships, we created stocks that were difficult to own,” said Blackstone President Jonathan Gray. Becoming corporations meant “creating liquidity and a broader universe to buy these stocks,” he said.</p><p><blockquote>黑石总裁乔纳森·格雷(Jonathan Gray)表示：“通过公开交易的合伙企业，我们创造了难以持有的股票。”他说，成为公司意味着“创造流动性和更广阔的空间来购买这些股票”。</blockquote></p><p> The firms also ditched “economic net income,” a profit metric they had created for their public-market debuts that ended up being volatile and difficult to understand. They began to emphasize figures that matter more to public investors, including the amount of earnings that can be returned in the form of dividends and profit tied to management fees, which are more predictable than performance-related income.</p><p><blockquote>这些公司还放弃了“经济净收入”，这是他们为公开市场首次亮相创造的利润指标，最终变得不稳定且难以理解。他们开始强调对公众投资者更重要的数字，包括可以以股息形式返还的收益金额以及与管理费挂钩的利润，这些收益比与业绩相关的收入更可预测。</blockquote></p><p> KKR earlier this year said it was tying employee compensation more closely to performance fees, enabling more of the management-fee stream to flow to public investors.</p><p><blockquote>KKR今年早些时候表示，将把员工薪酬与绩效费更紧密地挂钩，使更多的管理费流向公众投资者。</blockquote></p><p> “What the markets want are sticky, consistent fee streams that are recurring in nature with high re-up rates,” said Morgan Stanley analyst Michael Cyprys, who has been covering the stocks for years.</p><p><blockquote>多年来一直关注这些股票的摩根士丹利分析师迈克尔·塞普里斯(Michael Cyprys)表示：“市场想要的是粘性、一致的费用流，这些费用流本质上会以高再上涨率反复出现。”</blockquote></p><p> And all four firms have thrown themselves into raising so-called permanent or perpetual capital. It is money that doesn’t have to be returned or re-raised within a few years, as has historically been the norm with private-equity funds, and can keep churning out fees instead.</p><p><blockquote>所有四家公司都致力于筹集所谓的永久资本。这些钱不必像私募股权基金历史上的常态那样在几年内返还或重新筹集资金，而是可以继续收取费用。</blockquote></p><p> The quest for such long-term capital has led them to develop platforms to manage assets for insurance companies and offer new products to individual investors.</p><p><blockquote>对这种长期资本的追求促使他们开发平台，为保险公司管理资产，并向个人投资者提供新产品。</blockquote></p><p> Long a leader in insurance, Apollo now gets more than $250 billion of its $471.8 billion in assets from insurance affiliatesAthene HoldingLtd.and Athora Holding Ltd. Apollo is solidifying the arrangement with a deal announced this year to buy the piece of Athene it doesn’t already own. Its rivals have all made recent movesaimed at catching up.</p><p><blockquote>Apollo长期以来一直是保险业的领导者，目前从保险子公司Athene HoldingLtd和Athora Holding Ltd获得了4718亿美元资产中的超过2500亿美元。Apollo正在巩固这一安排，今年宣布了一项收购其拥有的Athene的交易。还没有拥有。它的竞争对手最近都采取了旨在迎头赶上的举措。</blockquote></p><p> Blackstone has led the charge on the industry’s other major permanent-capital front: individual investors. The firmhas been investing for yearsto create infrastructure to distribute and market products aimed at moderately wealthy individuals—a market it estimates is worth $80 trillion—and it has become clear in recent quarters that the effort is paying off in a big way.</p><p><blockquote>黑石在该行业的另一个主要永久资本方面处于领先地位：个人投资者。该公司多年来一直在投资创建基础设施，以分销和营销针对中等富裕个人的产品——该公司估计这个市场价值80万亿美元——最近几个季度很明显，这一努力正在获得巨大回报。</blockquote></p><p></p><p> BREIT, the firm’s nontraded real-estate investment trust, and BCRED, a private-credit product likewise aimed at individual investors, have been raising a combined $4 billion in new capital each month, the firm said during its second-quarter earnings call last month.</p><p><blockquote>该公司在第二季度财报看涨期权上表示，该公司的非交易房地产投资信托基金BREIT和同样针对个人投资者的私人信贷产品BCRED每月总共筹集40亿美元的新资本上个月。</blockquote></p><p> Blackstone’s peers are starting to follow suit. KKR in May rolled out a product to offer private real estate to individual investors. Apollo said Wednesday it is investing in its own retail distribution channel, with the goal of making individual investors a material piece of its third-party inflows in the next three-to-five years.</p><p><blockquote>黑石的同行也开始效仿。KKR在5月份推出了一款向个人投资者提供私人房地产的产品。阿波罗周三表示，正在投资自己的零售分销渠道，目标是在未来三到五年内让个人投资者成为其第三方资金流入的重要组成部分。</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>Blackstone, Other Private-Equity Stocks Catch Fire<blockquote>黑石和其他私募股权股票着火</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\">\nBlackstone, Other Private-Equity Stocks Catch Fire<blockquote>黑石和其他私募股权股票着火</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-08-05 20:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  The firms and their long-languishing shares are benefiting from current market dynamics such as low interest rates.  After years of lackluster performance, shares of private-equity firms have hit their stride.</p><p><blockquote>这些公司及其长期低迷的股票正受益于当前的市场动态，例如低利率。在经历了多年的低迷表现后，私募股权公司的股价已经达到了顶峰。</blockquote></p><p> In the decade or more sinceBlackstone GroupInc.,BX1.38%KKRKKR1.90%&amp; Co.,Apollo Global ManagementInc.APO0.38%andCarlyle GroupInc.CG1.00%went public, their assets under management have exploded as they branched out beyond leveraged buyouts into areas such as real estate, lending and insurance.</p><p><blockquote>自黑石集团(Blackstone Group Inc.)、BX1.38%KKRKKR1.90%&amp;Co.、阿波罗全球管理公司(Apollo Global ManagementInc.)和凯雷集团(Carlyle Group Inc.CG 1.00%)上市以来的十年或更长时间里，它们管理的资产呈爆炸式增长，因为它们的业务超出了杠杆收购的范围。房地产、贷款和保险等领域。</blockquote></p><p> But their stocks languished, leading executives such asBlackstoneBX1.38%chief Stephen Schwarzman to publicly gripe that the market was undervaluing them.</p><p><blockquote>但他们的股票却萎靡不振，导致BlackstoneBX1.38%首席执行官史蒂芬·施瓦茨曼等高管公开抱怨市场低估了他们的价值。</blockquote></p><p> That has changed in a big way since the U.S. economy began to emerge from the coronavirus-driven downturn.</p><p><blockquote>自从美国经济开始走出冠状病毒导致的低迷以来，这种情况发生了很大变化。</blockquote></p><p> Including dividends, shares of Blackstone have tripled since April 1, 2020, roughly when the recovery began, pushing its market capitalization to around $140 billion. That is bigger than those of financial giants Goldman Sachs Group Inc. and BlackRock Inc. KKR’s stock performance has been even stronger over that period, edging out Blackstone’s by a few percentage points. (Blackstone’s performance over the past three years has trounced that of all three rivals.)</p><p><blockquote>包括股息在内，自2020年4月1日（大致是复苏开始时）以来，黑石的股价已上涨两倍，使其市值达到1400亿美元左右。这比金融巨头高盛集团和贝莱德公司的股价还要高。在此期间，KKR的股票表现更加强劲，领先黑石几个百分点。（黑石过去三年的业绩击败了所有三个竞争对手。）</blockquote></p><p> Shares of Carlyle, which historicallylagged behind those of peers, have shot up by nearly 160%. Even Apollo’s stock, which was weighed down by revelations of ties between former Chief Executive Leon Black and Jeffrey Epstein, has more than doubled.</p><p><blockquote>历来落后于同行的凯雷股价已飙升近160%。就连因前首席执行官莱昂·布莱克(Leon Black)和杰弗里·爱泼斯坦(Jeffrey Epstein)之间关系被曝光而承压的阿波罗(Apollo)的股价也上涨了一倍多。</blockquote></p><p> The S&amp;P 500 has risen by about 83% in that period, according to FactSet.</p><p><blockquote>FactSet的数据显示，在此期间，标普500上涨了约83%。</blockquote></p><p> Private-equity firms—big owners of assets purchased with significant amounts of debt—are ideally positioned to be outsize beneficiaries of current market dynamics. Low interest rates have made borrowing cheap and led yield-hungry investorsto funnel hundreds of billionsof dollars into the firms’ coffers.</p><p><blockquote>私募股权公司——用大量债务购买资产的大所有者——处于理想的位置，可以成为当前市场动态的巨大受益者。低利率使得借贷变得便宜，并导致渴望收益的投资者将数千亿美元注入公司的金库。</blockquote></p><p> The tailwinds were on recent display as the firms reported strong second-quarter results, pushing their shares up even further.</p><p><blockquote>最近，这些公司公布了强劲的第二季度业绩，推动其股价进一步上涨，从而显示出有利因素。</blockquote></p><p> The spring for the group’s outperformance was loaded well before the pandemic began, when each firm opted in quick succession to abandon its partnership structure and become a C-corporation on the heels of the 2017 corporate tax cuts. The partnership structure had kept their billionaire founders in control but meant their stocks couldn’t be included in indexes, and shareholders had to endure extra tax requirements to own them.</p><p><blockquote>早在疫情开始之前，该集团就迎来了优异表现的春天，当时每家公司都在2017年企业减税后迅速选择放弃其合伙结构，成为C级公司。合伙结构使他们的亿万富翁创始人保持了控制权，但这意味着他们的股票不能被纳入指数，股东必须忍受额外的税收要求才能拥有它们。</blockquote></p><p> The firms’ shares have been added to several indexes, and the S&amp;P 500 could be next.</p><p><blockquote>这些公司的股票已被添加到多个指数中，标普500可能是下一个。</blockquote></p><p> “By being publicly traded partnerships, we created stocks that were difficult to own,” said Blackstone President Jonathan Gray. Becoming corporations meant “creating liquidity and a broader universe to buy these stocks,” he said.</p><p><blockquote>黑石总裁乔纳森·格雷(Jonathan Gray)表示：“通过公开交易的合伙企业，我们创造了难以持有的股票。”他说，成为公司意味着“创造流动性和更广阔的空间来购买这些股票”。</blockquote></p><p> The firms also ditched “economic net income,” a profit metric they had created for their public-market debuts that ended up being volatile and difficult to understand. They began to emphasize figures that matter more to public investors, including the amount of earnings that can be returned in the form of dividends and profit tied to management fees, which are more predictable than performance-related income.</p><p><blockquote>这些公司还放弃了“经济净收入”，这是他们为公开市场首次亮相创造的利润指标，最终变得不稳定且难以理解。他们开始强调对公众投资者更重要的数字，包括可以以股息形式返还的收益金额以及与管理费挂钩的利润，这些收益比与业绩相关的收入更可预测。</blockquote></p><p> KKR earlier this year said it was tying employee compensation more closely to performance fees, enabling more of the management-fee stream to flow to public investors.</p><p><blockquote>KKR今年早些时候表示，将把员工薪酬与绩效费更紧密地挂钩，使更多的管理费流向公众投资者。</blockquote></p><p> “What the markets want are sticky, consistent fee streams that are recurring in nature with high re-up rates,” said Morgan Stanley analyst Michael Cyprys, who has been covering the stocks for years.</p><p><blockquote>多年来一直关注这些股票的摩根士丹利分析师迈克尔·塞普里斯(Michael Cyprys)表示：“市场想要的是粘性、一致的费用流，这些费用流本质上会以高再上涨率反复出现。”</blockquote></p><p> And all four firms have thrown themselves into raising so-called permanent or perpetual capital. It is money that doesn’t have to be returned or re-raised within a few years, as has historically been the norm with private-equity funds, and can keep churning out fees instead.</p><p><blockquote>所有四家公司都致力于筹集所谓的永久资本。这些钱不必像私募股权基金历史上的常态那样在几年内返还或重新筹集资金，而是可以继续收取费用。</blockquote></p><p> The quest for such long-term capital has led them to develop platforms to manage assets for insurance companies and offer new products to individual investors.</p><p><blockquote>对这种长期资本的追求促使他们开发平台，为保险公司管理资产，并向个人投资者提供新产品。</blockquote></p><p> Long a leader in insurance, Apollo now gets more than $250 billion of its $471.8 billion in assets from insurance affiliatesAthene HoldingLtd.and Athora Holding Ltd. Apollo is solidifying the arrangement with a deal announced this year to buy the piece of Athene it doesn’t already own. Its rivals have all made recent movesaimed at catching up.</p><p><blockquote>Apollo长期以来一直是保险业的领导者，目前从保险子公司Athene HoldingLtd和Athora Holding Ltd获得了4718亿美元资产中的超过2500亿美元。Apollo正在巩固这一安排，今年宣布了一项收购其拥有的Athene的交易。还没有拥有。它的竞争对手最近都采取了旨在迎头赶上的举措。</blockquote></p><p> Blackstone has led the charge on the industry’s other major permanent-capital front: individual investors. The firmhas been investing for yearsto create infrastructure to distribute and market products aimed at moderately wealthy individuals—a market it estimates is worth $80 trillion—and it has become clear in recent quarters that the effort is paying off in a big way.</p><p><blockquote>黑石在该行业的另一个主要永久资本方面处于领先地位：个人投资者。该公司多年来一直在投资创建基础设施，以分销和营销针对中等富裕个人的产品——该公司估计这个市场价值80万亿美元——最近几个季度很明显，这一努力正在获得巨大回报。</blockquote></p><p></p><p> BREIT, the firm’s nontraded real-estate investment trust, and BCRED, a private-credit product likewise aimed at individual investors, have been raising a combined $4 billion in new capital each month, the firm said during its second-quarter earnings call last month.</p><p><blockquote>该公司在第二季度财报看涨期权上表示，该公司的非交易房地产投资信托基金BREIT和同样针对个人投资者的私人信贷产品BCRED每月总共筹集40亿美元的新资本上个月。</blockquote></p><p> Blackstone’s peers are starting to follow suit. KKR in May rolled out a product to offer private real estate to individual investors. Apollo said Wednesday it is investing in its own retail distribution channel, with the goal of making individual investors a material piece of its third-party inflows in the next three-to-five years.</p><p><blockquote>黑石的同行也开始效仿。KKR在5月份推出了一款向个人投资者提供私人房地产的产品。阿波罗周三表示，正在投资自己的零售分销渠道，目标是在未来三到五年内让个人投资者成为其第三方资金流入的重要组成部分。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/blackstone-other-private-equity-stocks-catch-fire-11628155980?mod=markets_lead_pos2\">The Wall Street Journal</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":{"BX":"黑石"},"source_url":"https://www.wsj.com/articles/blackstone-other-private-equity-stocks-catch-fire-11628155980?mod=markets_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174241374","content_text":"The firms and their long-languishing shares are benefiting from current market dynamics such as low interest rates.\n\nAfter years of lackluster performance, shares of private-equity firms have hit their stride.\nIn the decade or more sinceBlackstone GroupInc.,BX1.38%KKRKKR1.90%& Co.,Apollo Global ManagementInc.APO0.38%andCarlyle GroupInc.CG1.00%went public, their assets under management have exploded as they branched out beyond leveraged buyouts into areas such as real estate, lending and insurance.\nBut their stocks languished, leading executives such asBlackstoneBX1.38%chief Stephen Schwarzman to publicly gripe that the market was undervaluing them.\nThat has changed in a big way since the U.S. economy began to emerge from the coronavirus-driven downturn.\nIncluding dividends, shares of Blackstone have tripled since April 1, 2020, roughly when the recovery began, pushing its market capitalization to around $140 billion. That is bigger than those of financial giants Goldman Sachs Group Inc. and BlackRock Inc. KKR’s stock performance has been even stronger over that period, edging out Blackstone’s by a few percentage points. (Blackstone’s performance over the past three years has trounced that of all three rivals.)\nShares of Carlyle, which historicallylagged behind those of peers, have shot up by nearly 160%. Even Apollo’s stock, which was weighed down by revelations of ties between former Chief Executive Leon Black and Jeffrey Epstein, has more than doubled.\nThe S&P 500 has risen by about 83% in that period, according to FactSet.\nPrivate-equity firms—big owners of assets purchased with significant amounts of debt—are ideally positioned to be outsize beneficiaries of current market dynamics. Low interest rates have made borrowing cheap and led yield-hungry investorsto funnel hundreds of billionsof dollars into the firms’ coffers.\nThe tailwinds were on recent display as the firms reported strong second-quarter results, pushing their shares up even further.\nThe spring for the group’s outperformance was loaded well before the pandemic began, when each firm opted in quick succession to abandon its partnership structure and become a C-corporation on the heels of the 2017 corporate tax cuts. The partnership structure had kept their billionaire founders in control but meant their stocks couldn’t be included in indexes, and shareholders had to endure extra tax requirements to own them.\nThe firms’ shares have been added to several indexes, and the S&P 500 could be next.\n“By being publicly traded partnerships, we created stocks that were difficult to own,” said Blackstone President Jonathan Gray. Becoming corporations meant “creating liquidity and a broader universe to buy these stocks,” he said.\nThe firms also ditched “economic net income,” a profit metric they had created for their public-market debuts that ended up being volatile and difficult to understand. They began to emphasize figures that matter more to public investors, including the amount of earnings that can be returned in the form of dividends and profit tied to management fees, which are more predictable than performance-related income.\nKKR earlier this year said it was tying employee compensation more closely to performance fees, enabling more of the management-fee stream to flow to public investors.\n“What the markets want are sticky, consistent fee streams that are recurring in nature with high re-up rates,” said Morgan Stanley analyst Michael Cyprys, who has been covering the stocks for years.\nAnd all four firms have thrown themselves into raising so-called permanent or perpetual capital. It is money that doesn’t have to be returned or re-raised within a few years, as has historically been the norm with private-equity funds, and can keep churning out fees instead.\nThe quest for such long-term capital has led them to develop platforms to manage assets for insurance companies and offer new products to individual investors.\nLong a leader in insurance, Apollo now gets more than $250 billion of its $471.8 billion in assets from insurance affiliatesAthene HoldingLtd.and Athora Holding Ltd. Apollo is solidifying the arrangement with a deal announced this year to buy the piece of Athene it doesn’t already own. Its rivals have all made recent movesaimed at catching up.\nBlackstone has led the charge on the industry’s other major permanent-capital front: individual investors. The firmhas been investing for yearsto create infrastructure to distribute and market products aimed at moderately wealthy individuals—a market it estimates is worth $80 trillion—and it has become clear in recent quarters that the effort is paying off in a big way.\nBREIT, the firm’s nontraded real-estate investment trust, and BCRED, a private-credit product likewise aimed at individual investors, have been raising a combined $4 billion in new capital each month, the firm said during its second-quarter earnings call last month.\nBlackstone’s peers are starting to follow suit. KKR in May rolled out a product to offer private real estate to individual investors. Apollo said Wednesday it is investing in its own retail distribution channel, with the goal of making individual investors a material piece of its third-party inflows in the next three-to-five years.","news_type":1,"symbols_score_info":{"BX":0.9}},"isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177852861,"gmtCreate":1627199168653,"gmtModify":1631893574321,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"Yes&nbsp;","listText":"Yes&nbsp;","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177852861","repostId":"1115106146","repostType":4,"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172691962,"gmtCreate":1626957075656,"gmtModify":1631893574330,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172691962","repostId":"1127427732","repostType":4,"repost":{"id":"1127427732","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":1626954531,"share":"https://www.laohu8.com/m/news/1127427732?lang=zh_CN&edition=full","pubTime":"2021-07-22 19:48","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127427732","media":"Tiger Newspress","summary":"(Julr 22) Stock futures advanced on Thursday, with investors looking to earnings and data for impetu","content":"<p>(Julr&nbsp;22)&nbsp;Stock futures advanced on Thursday, with investors looking to earnings and data for impetus to extend a 2-day rally that wiped out losses sustained during the worst trading day of 2021.</p><p><blockquote>（7月22日）股指期货周四上涨，投资者寻求收益和数据的动力，以延续两天的涨势，抹去了2021年最糟糕交易日的跌幅。</blockquote></p><p> At 7:54 a.m. ET, Dow E-minis were up 47 points, or 0.14%, S&amp;P 500 E-minis were up 6.5&nbsp;points, or 0.15% and Nasdaq 100 E-minis rose 28.75 points, or 0.19%.&nbsp;</p><p><blockquote>截至美国东部时间上午7:54，道指E-minis上涨47点，涨幅0.14%，标普500 E-minis上涨6.5点，涨幅0.15%，纳斯达克100 E-minis上涨28.75点，涨幅0.19%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f0ee7363c9fe8efde482515ffff79ac\" tg-width=\"1242\" tg-height=\"538\" referrerpolicy=\"no-referrer\">The turnaround from the Monday selloff shows “corporations have been very resilient through all this,”&nbsp;David Mazza, Direxion head of product, said on Bloomberg Television. “Earnings estimates are quite remarkable, probably some of the best on record. Even through all this, we have central-bank liquidity remaining very abundant, economic growth being robust.”</p><p><blockquote>Direxion产品主管David Mazza在彭博电视台表示，周一抛售的好转表明“企业在这一切中表现得非常有弹性”。“盈利预期相当出色，可能是有记录以来最好的之一。尽管如此，我们的央行流动性仍然非常充裕，经济增长强劲。”</blockquote></p><p> Energy and mega-cap tech stocks gained ahead of a new batch of earnings reports, the latest initial claims data and the first ECB meeting to incorporate the bank's new strategic review.&nbsp;Energy stocks Chevron Corp, Exxon Mobil, Schlumberger NV, Occidental Petroleum and Marathon Petroleum Corp climbed between 0.1% and 1%, tracking crude prices.</p><p><blockquote>在新一批收益报告、最新的首次申请失业救济数据以及欧洲央行首次会议纳入该行新的战略评估之前，能源股和大型科技股上涨。能源股雪佛龙公司、埃克森美孚公司、斯伦贝谢公司、西方石油公司和马拉松石油公司上涨0.1%至1%，跟踪原油价格。</blockquote></p><p> Some other notable pre-market movers:</p><p><blockquote>其他一些值得注意的盘前推动者：</blockquote></p><p> <ul>  <li>Didi Global (DIDI) drops 3% in&nbsp;premarket&nbsp;trading after people familiar with the matter said Chinese regulators are considering serious, perhaps unprecedented, penalties for for the ride-hailing giant after its controversial initial public offering last month.</li>  <li>Texas Instruments (TXN) drops 4.8% after third-quarter sales and profit forecasts left analysts disappointed, with Barclays saying the “flat outlook leaves little to live for this late in the cycle.”</li>  <li>AT&amp;T (T) added 0.9% as the telecom operator beat analysts’ estimates for monthly phone bill paying subscriber additions in the second quarter, fueled by more Americans converting to 5G phones.</li>  <li>Dow (DOW) rose 1.3% after its second-quarter profit doubled from the first, as prices for its chemicals used in plastics and packaging rose on the back of strong consumer and industrial demand as well as lower inventories.</li>  <li><a href=\"https://laohu8.com/S/CEMI\">Chembio Diagnostics</a> (CEMI) gains 9.9% and <a href=\"https://laohu8.com/S/NURO\">NeuroMetrix</a> (NURO) surges 33% amid discussions on message boards at Reddit and StockTwits.</li> </ul> Elsewhere, the Labor Department’s report, due at 8:30 a.m. ET, is expected to show the number of Americans filing new claims for unemployment benefits fell to 350K (from 360K) for the week ended July 17, amid rampant worker shortages. Investors have been closely following the health of the jobs market on which monetary policy hinges, especially after a series of higher inflation reading recently sparked fears about a sooner-than expected paring of policy support as the economy reopens.</p><p><blockquote><ul><li>滴滴出行(DIDI)在盘前交易中下跌3%，此前知情人士表示，中国监管机构正在考虑对这家网约车巨头在上个月备受争议的首次公开募股后实施严厉的、或许是前所未有的处罚。</li><li>德州仪器(TXN)第三季度销售和利润预测令分析师失望，股价下跌4.8%，巴克莱银行表示“前景平淡，在周期后期几乎没有什么可生存的了”。</li><li>AT&amp;T(T)股价上涨0.9%，由于更多美国人转向5G手机，该电信运营商第二季度每月电话费支付用户数量超出了分析师的预期。</li><li>陶氏化学(DOW)第二季度利润较第一季度翻倍，上涨1.3%，因消费者和工业需求强劲以及库存下降导致其用于塑料和包装的化学品价格上涨。</li><li><a href=\"https://laohu8.com/S/CEMI\">化学诊断学</a>(CEMI)上涨9.9%<a href=\"https://laohu8.com/S/NURO\">神经度量</a>在Reddit和StockTwits留言板上的讨论中，(NURO)飙升33%。</li></ul>在其他地方，劳工部将于美国东部时间上午8:30发布的报告预计将显示，由于工人严重短缺，截至7月17日当周，美国新申请失业救济的人数从36万降至35万。投资者一直在密切关注货币政策所依赖的就业市场的健康状况，特别是在最近一系列较高的通胀数据引发了人们对经济重新开放时政策支持将比预期更早削减的担忧之后。</blockquote></p><p> Bitcoin briefly rose above $32,000 after getting a boost from Elon Musk, who said his space exploration company SpaceX owns the digital token.</p><p><blockquote>在获得埃隆·马斯克(Elon Musk)的提振后，比特币股价短暂升破32,000美元，埃隆·马斯克表示，他的太空探索公司SpaceX拥有该数字代币。</blockquote></p><p> In commodities oil hung on to most of Wednesday's sharp price rise, its biggest one-day gain in three months. Brent crude futures were last 0.4% softer at $71.94 a barrel, but had gained more than 4% on Wednesday. Gold was steady at $1,801 an ounce and cryptocurrencies were firm after bouncing from lows when Tesla boss Elon Musk said the carmaker would likely restart accepting bitcoin payments after due diligence on its energy use.</p><p><blockquote>大宗商品方面，石油延续了周三价格大幅上涨的大部分时间，创下三个月来最大单日涨幅。布伦特原油期货最近下跌0.4%，至每桶71.94美元，但周三上涨超过4%。金价稳定在每盎司1,801美元，加密货币在从低点反弹后坚挺，当时特斯拉老板Elon Musk表示，在对其能源使用进行尽职调查后，该汽车制造商可能会重新开始接受比特币付款。</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 Thursday<blockquote>周四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; 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\">\nToplines Before US Market Open on Thursday<blockquote>周四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\">2021-07-22 19:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Julr&nbsp;22)&nbsp;Stock futures advanced on Thursday, with investors looking to earnings and data for impetus to extend a 2-day rally that wiped out losses sustained during the worst trading day of 2021.</p><p><blockquote>（7月22日）股指期货周四上涨，投资者寻求收益和数据的动力，以延续两天的涨势，抹去了2021年最糟糕交易日的跌幅。</blockquote></p><p> At 7:54 a.m. ET, Dow E-minis were up 47 points, or 0.14%, S&amp;P 500 E-minis were up 6.5&nbsp;points, or 0.15% and Nasdaq 100 E-minis rose 28.75 points, or 0.19%.&nbsp;</p><p><blockquote>截至美国东部时间上午7:54，道指E-minis上涨47点，涨幅0.14%，标普500 E-minis上涨6.5点，涨幅0.15%，纳斯达克100 E-minis上涨28.75点，涨幅0.19%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f0ee7363c9fe8efde482515ffff79ac\" tg-width=\"1242\" tg-height=\"538\" referrerpolicy=\"no-referrer\">The turnaround from the Monday selloff shows “corporations have been very resilient through all this,”&nbsp;David Mazza, Direxion head of product, said on Bloomberg Television. “Earnings estimates are quite remarkable, probably some of the best on record. Even through all this, we have central-bank liquidity remaining very abundant, economic growth being robust.”</p><p><blockquote>Direxion产品主管David Mazza在彭博电视台表示，周一抛售的好转表明“企业在这一切中表现得非常有弹性”。“盈利预期相当出色，可能是有记录以来最好的之一。尽管如此，我们的央行流动性仍然非常充裕，经济增长强劲。”</blockquote></p><p> Energy and mega-cap tech stocks gained ahead of a new batch of earnings reports, the latest initial claims data and the first ECB meeting to incorporate the bank's new strategic review.&nbsp;Energy stocks Chevron Corp, Exxon Mobil, Schlumberger NV, Occidental Petroleum and Marathon Petroleum Corp climbed between 0.1% and 1%, tracking crude prices.</p><p><blockquote>在新一批收益报告、最新的首次申请失业救济数据以及欧洲央行首次会议纳入该行新的战略评估之前，能源股和大型科技股上涨。能源股雪佛龙公司、埃克森美孚公司、斯伦贝谢公司、西方石油公司和马拉松石油公司上涨0.1%至1%，跟踪原油价格。</blockquote></p><p> Some other notable pre-market movers:</p><p><blockquote>其他一些值得注意的盘前推动者：</blockquote></p><p> <ul>  <li>Didi Global (DIDI) drops 3% in&nbsp;premarket&nbsp;trading after people familiar with the matter said Chinese regulators are considering serious, perhaps unprecedented, penalties for for the ride-hailing giant after its controversial initial public offering last month.</li>  <li>Texas Instruments (TXN) drops 4.8% after third-quarter sales and profit forecasts left analysts disappointed, with Barclays saying the “flat outlook leaves little to live for this late in the cycle.”</li>  <li>AT&amp;T (T) added 0.9% as the telecom operator beat analysts’ estimates for monthly phone bill paying subscriber additions in the second quarter, fueled by more Americans converting to 5G phones.</li>  <li>Dow (DOW) rose 1.3% after its second-quarter profit doubled from the first, as prices for its chemicals used in plastics and packaging rose on the back of strong consumer and industrial demand as well as lower inventories.</li>  <li><a href=\"https://laohu8.com/S/CEMI\">Chembio Diagnostics</a> (CEMI) gains 9.9% and <a href=\"https://laohu8.com/S/NURO\">NeuroMetrix</a> (NURO) surges 33% amid discussions on message boards at Reddit and StockTwits.</li> </ul> Elsewhere, the Labor Department’s report, due at 8:30 a.m. ET, is expected to show the number of Americans filing new claims for unemployment benefits fell to 350K (from 360K) for the week ended July 17, amid rampant worker shortages. Investors have been closely following the health of the jobs market on which monetary policy hinges, especially after a series of higher inflation reading recently sparked fears about a sooner-than expected paring of policy support as the economy reopens.</p><p><blockquote><ul><li>滴滴出行(DIDI)在盘前交易中下跌3%，此前知情人士表示，中国监管机构正在考虑对这家网约车巨头在上个月备受争议的首次公开募股后实施严厉的、或许是前所未有的处罚。</li><li>德州仪器(TXN)第三季度销售和利润预测令分析师失望，股价下跌4.8%，巴克莱银行表示“前景平淡，在周期后期几乎没有什么可生存的了”。</li><li>AT&amp;T(T)股价上涨0.9%，由于更多美国人转向5G手机，该电信运营商第二季度每月电话费支付用户数量超出了分析师的预期。</li><li>陶氏化学(DOW)第二季度利润较第一季度翻倍，上涨1.3%，因消费者和工业需求强劲以及库存下降导致其用于塑料和包装的化学品价格上涨。</li><li><a href=\"https://laohu8.com/S/CEMI\">化学诊断学</a>(CEMI)上涨9.9%<a href=\"https://laohu8.com/S/NURO\">神经度量</a>在Reddit和StockTwits留言板上的讨论中，(NURO)飙升33%。</li></ul>在其他地方，劳工部将于美国东部时间上午8:30发布的报告预计将显示，由于工人严重短缺，截至7月17日当周，美国新申请失业救济的人数从36万降至35万。投资者一直在密切关注货币政策所依赖的就业市场的健康状况，特别是在最近一系列较高的通胀数据引发了人们对经济重新开放时政策支持将比预期更早削减的担忧之后。</blockquote></p><p> Bitcoin briefly rose above $32,000 after getting a boost from Elon Musk, who said his space exploration company SpaceX owns the digital token.</p><p><blockquote>在获得埃隆·马斯克(Elon Musk)的提振后，比特币股价短暂升破32,000美元，埃隆·马斯克表示，他的太空探索公司SpaceX拥有该数字代币。</blockquote></p><p> In commodities oil hung on to most of Wednesday's sharp price rise, its biggest one-day gain in three months. Brent crude futures were last 0.4% softer at $71.94 a barrel, but had gained more than 4% on Wednesday. Gold was steady at $1,801 an ounce and cryptocurrencies were firm after bouncing from lows when Tesla boss Elon Musk said the carmaker would likely restart accepting bitcoin payments after due diligence on its energy use.</p><p><blockquote>大宗商品方面，石油延续了周三价格大幅上涨的大部分时间，创下三个月来最大单日涨幅。布伦特原油期货最近下跌0.4%，至每桶71.94美元，但周三上涨超过4%。金价稳定在每盎司1,801美元，加密货币在从低点反弹后坚挺，当时特斯拉老板Elon Musk表示，在对其能源使用进行尽职调查后，该汽车制造商可能会重新开始接受比特币付款。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127427732","content_text":"(Julr 22) Stock futures advanced on Thursday, with investors looking to earnings and data for impetus to extend a 2-day rally that wiped out losses sustained during the worst trading day of 2021.\nAt 7:54 a.m. ET, Dow E-minis were up 47 points, or 0.14%, S&P 500 E-minis were up 6.5 points, or 0.15% and Nasdaq 100 E-minis rose 28.75 points, or 0.19%. \nThe turnaround from the Monday selloff shows “corporations have been very resilient through all this,” David Mazza, Direxion head of product, said on Bloomberg Television. “Earnings estimates are quite remarkable, probably some of the best on record. Even through all this, we have central-bank liquidity remaining very abundant, economic growth being robust.”\nEnergy and mega-cap tech stocks gained ahead of a new batch of earnings reports, the latest initial claims data and the first ECB meeting to incorporate the bank's new strategic review. Energy stocks Chevron Corp, Exxon Mobil, Schlumberger NV, Occidental Petroleum and Marathon Petroleum Corp climbed between 0.1% and 1%, tracking crude prices.\nSome other notable pre-market movers:\n\nDidi Global (DIDI) drops 3% in premarket trading after people familiar with the matter said Chinese regulators are considering serious, perhaps unprecedented, penalties for for the ride-hailing giant after its controversial initial public offering last month.\nTexas Instruments (TXN) drops 4.8% after third-quarter sales and profit forecasts left analysts disappointed, with Barclays saying the “flat outlook leaves little to live for this late in the cycle.”\nAT&T (T) added 0.9% as the telecom operator beat analysts’ estimates for monthly phone bill paying subscriber additions in the second quarter, fueled by more Americans converting to 5G phones.\nDow (DOW) rose 1.3% after its second-quarter profit doubled from the first, as prices for its chemicals used in plastics and packaging rose on the back of strong consumer and industrial demand as well as lower inventories.\nChembio Diagnostics (CEMI) gains 9.9% and NeuroMetrix (NURO) surges 33% amid discussions on message boards at Reddit and StockTwits.\n\nElsewhere, the Labor Department’s report, due at 8:30 a.m. ET, is expected to show the number of Americans filing new claims for unemployment benefits fell to 350K (from 360K) for the week ended July 17, amid rampant worker shortages. Investors have been closely following the health of the jobs market on which monetary policy hinges, especially after a series of higher inflation reading recently sparked fears about a sooner-than expected paring of policy support as the economy reopens.\nBitcoin briefly rose above $32,000 after getting a boost from Elon Musk, who said his space exploration company SpaceX owns the digital token.\nIn commodities oil hung on to most of Wednesday's sharp price rise, its biggest one-day gain in three months. Brent crude futures were last 0.4% softer at $71.94 a barrel, but had gained more than 4% on Wednesday. Gold was steady at $1,801 an ounce and cryptocurrencies were firm after bouncing from lows when Tesla boss Elon Musk said the carmaker would likely restart accepting bitcoin payments after due diligence on its energy use.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146374912,"gmtCreate":1626056391036,"gmtModify":1633930574144,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146374912","repostId":"1114863871","repostType":4,"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815478532,"gmtCreate":1630716651726,"gmtModify":1631891686884,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/815478532","repostId":"2164803577","repostType":4,"isVote":1,"tweetType":1,"viewCount":1272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835314415,"gmtCreate":1629687386137,"gmtModify":1631891686921,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/835314415","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":1346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893839724,"gmtCreate":1628253455968,"gmtModify":1631891686945,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893839724","repostId":"1195593033","repostType":4,"isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147043064,"gmtCreate":1626322897558,"gmtModify":1633927858244,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"To the moon&nbsp;","listText":"To the moon&nbsp;","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/147043064","repostId":"1138248041","repostType":4,"repost":{"id":"1138248041","kind":"news","pubTimestamp":1626319474,"share":"https://www.laohu8.com/m/news/1138248041?lang=zh_CN&edition=full","pubTime":"2021-07-15 11:24","market":"us","language":"en","title":"Taiwan Semiconductor Manufacturing Reports Earnings Thursday. Here’s What to Expect.<blockquote>台积电周四公布财报。这是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138248041","media":"Barron's","summary":"With any luck, investors will get some fresh insight about the global chip shortage Thursday when Ta","content":"<p>With any luck, investors will get some fresh insight about the global chip shortage Thursday when Taiwan Semiconductor Manufacturing reports earnings—and about whether the company is still on track to pour billions into meeting demand.</p><p><blockquote>如果幸运的话，当台积电周四公布财报时，投资者将对全球芯片短缺有一些新的了解，以及该公司是否仍有望投入数十亿美元来满足需求。</blockquote></p><p> But if the chip maker’s executives stick with their tradition of being tight-lipped, investors might not get much more than the numbers for insight.</p><p><blockquote>但如果这家芯片制造商的高管坚持守口如瓶的传统，投资者可能不会得到比数据更多的洞察力。</blockquote></p><p> Wall Street has high expectations for Taiwan Semi (ticker: TSM), which is set to release second-quarter results before the opening bell.</p><p><blockquote>华尔街对台积电（股票代码：TSM）寄予厚望，该公司将在开盘前发布第二季度业绩。</blockquote></p><p> The consensus calls for earnings to grow nearly 13% to NT$5.24 a share on revenue of NT$371.7 billion ($13.3 billion), an increase of 19% compared to the year-ago period. Revenue is all but a lock because Taiwan Semi discloses its monthly figure every month—that sum is about NT$372 billion.</p><p><blockquote>普遍评级是盈利将增长近13%，达到每股新台币5.24元，营收为新台币3,717亿元（133亿美元），比去年同期增长19%。收入几乎是锁定的，因为台积电每个月都会披露其月度数据——总额约为3720亿新台币。</blockquote></p><p> Earlier this year, Taiwan Semi executives increased the company’s 2021 capital spending plan to $30 billion, from an expected $25 billion to $28 billion—and put the three-year figure at $100 billion.</p><p><blockquote>今年早些时候，台积电高管将公司2021年资本支出计划从预期的250亿美元增加到280亿美元，并将三年数字定为1000亿美元。</blockquote></p><p> The company will divert most of the capital spending cash to building manufacturing capacity for its most advanced processors used by Advanced Micro Devices (AMD), Apple (AAPL), and Intel (INTC).</p><p><blockquote>该公司将把大部分资本支出现金用于建设超微设备(AMD)、苹果(AAPL)和英特尔(INTC)使用的最先进处理器的制造能力。</blockquote></p><p> J.P. Morgan analyst Gokul Hariharan expects Apple to contribute a hefty amount to Taiwan Semi’s sales since Apple’s new iPhone and Mac processors are manufactured by Taiwan chip giant. The analyst didn’t offer an dollar estimate, though.</p><p><blockquote>摩根大通分析师Gokul Hariharan预计，由于苹果的新款iPhone和Mac处理器是由台湾芯片巨头制造的，苹果将为台积电的销售做出巨大贡献。不过，该分析师没有提供美元预估。</blockquote></p><p> Bernstein analyst Mark Li sees a risk for Taiwan Semi in the possible slowing of demand for smartphone and cryptocurrency mining chips. He softened his assessment, however, by pointing out that the company’s older processing manufacturing capacity would be full, and that Apple could be expected to make a big contribution to third-quarter revenue. Li predicts Taiwan Semi may grow revenue about 15% in 2022.</p><p><blockquote>Bernstein分析师Mark Li认为，台积电面临的风险是智能手机和加密货币挖矿芯片的需求可能放缓。不过，他软化了自己的评估，指出该公司较旧的加工制造能力将已满，预计苹果将为第三季度收入做出巨大贡献。Li预测台积电2022年收入可能增长15%左右。</blockquote></p><p> If Taiwan Semi executives do talk about the future, they could touch on the company’s new 3-nanometer production technology. Intel and Apple may be the first two companies to adopt the technology, according to Nikkei Asia, a financial news website. Mass production is set to begin in 2022, with Intel taking more chip volume than Apple, the report said.</p><p><blockquote>如果台积电高管确实谈论未来，他们可能会谈到该公司新的3纳米生产技术。据财经新闻网站日经亚洲报道，英特尔和苹果可能是最先采用该技术的两家公司。报道称，大规模生产将于2022年开始，英特尔的芯片产量将超过苹果。</blockquote></p><p> New Street Research analyst Pierre Ferragu writes that Intel’s decision to outsource production to Taiwan Semi “remains more tactical than strategic.” Given the report in Nikkei, Intel appears to be adopting the production technology ahead of AMD, Ferragu said.</p><p><blockquote>New Street Research分析师Pierre Ferragu写道，英特尔将生产外包给台积电的决定“仍然是战术性的，而不是战略性的”。Ferragu表示，鉴于《日经新闻》的报道，英特尔似乎在AMD之前采用了该生产技术。</blockquote></p><p> Of the analysts that cover Taiwan Semi, 34 rate the stock a Buy, and three have Hold ratings. There are no Sell ratings. The average target price for American depositary receipts is $146.18, which implies upside of about 17%.</p><p><blockquote>在研究台积电的分析师中，34名分析师给予该股买入评级，3名分析师给予持有评级。没有卖出评级。美国存托凭证的平均目标价为146.18美元，意味着约17%的上涨空间。</blockquote></p><p> Taiwan Semi shares advanced roughly 90% this year, as the PHLX Semiconductor index, or Sox, gained about 63%.</p><p><blockquote>台积电股价今年上涨了约90%，PHLX半导体指数(Sox)上涨了约63%。</blockquote></p><p></p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Taiwan Semiconductor Manufacturing Reports Earnings Thursday. Here’s What to Expect.<blockquote>台积电周四公布财报。这是可以期待的。</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\">\nTaiwan Semiconductor Manufacturing Reports Earnings Thursday. Here’s What to Expect.<blockquote>台积电周四公布财报。这是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-07-15 11:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With any luck, investors will get some fresh insight about the global chip shortage Thursday when Taiwan Semiconductor Manufacturing reports earnings—and about whether the company is still on track to pour billions into meeting demand.</p><p><blockquote>如果幸运的话，当台积电周四公布财报时，投资者将对全球芯片短缺有一些新的了解，以及该公司是否仍有望投入数十亿美元来满足需求。</blockquote></p><p> But if the chip maker’s executives stick with their tradition of being tight-lipped, investors might not get much more than the numbers for insight.</p><p><blockquote>但如果这家芯片制造商的高管坚持守口如瓶的传统，投资者可能不会得到比数据更多的洞察力。</blockquote></p><p> Wall Street has high expectations for Taiwan Semi (ticker: TSM), which is set to release second-quarter results before the opening bell.</p><p><blockquote>华尔街对台积电（股票代码：TSM）寄予厚望，该公司将在开盘前发布第二季度业绩。</blockquote></p><p> The consensus calls for earnings to grow nearly 13% to NT$5.24 a share on revenue of NT$371.7 billion ($13.3 billion), an increase of 19% compared to the year-ago period. Revenue is all but a lock because Taiwan Semi discloses its monthly figure every month—that sum is about NT$372 billion.</p><p><blockquote>普遍评级是盈利将增长近13%，达到每股新台币5.24元，营收为新台币3,717亿元（133亿美元），比去年同期增长19%。收入几乎是锁定的，因为台积电每个月都会披露其月度数据——总额约为3720亿新台币。</blockquote></p><p> Earlier this year, Taiwan Semi executives increased the company’s 2021 capital spending plan to $30 billion, from an expected $25 billion to $28 billion—and put the three-year figure at $100 billion.</p><p><blockquote>今年早些时候，台积电高管将公司2021年资本支出计划从预期的250亿美元增加到280亿美元，并将三年数字定为1000亿美元。</blockquote></p><p> The company will divert most of the capital spending cash to building manufacturing capacity for its most advanced processors used by Advanced Micro Devices (AMD), Apple (AAPL), and Intel (INTC).</p><p><blockquote>该公司将把大部分资本支出现金用于建设超微设备(AMD)、苹果(AAPL)和英特尔(INTC)使用的最先进处理器的制造能力。</blockquote></p><p> J.P. Morgan analyst Gokul Hariharan expects Apple to contribute a hefty amount to Taiwan Semi’s sales since Apple’s new iPhone and Mac processors are manufactured by Taiwan chip giant. The analyst didn’t offer an dollar estimate, though.</p><p><blockquote>摩根大通分析师Gokul Hariharan预计，由于苹果的新款iPhone和Mac处理器是由台湾芯片巨头制造的，苹果将为台积电的销售做出巨大贡献。不过，该分析师没有提供美元预估。</blockquote></p><p> Bernstein analyst Mark Li sees a risk for Taiwan Semi in the possible slowing of demand for smartphone and cryptocurrency mining chips. He softened his assessment, however, by pointing out that the company’s older processing manufacturing capacity would be full, and that Apple could be expected to make a big contribution to third-quarter revenue. Li predicts Taiwan Semi may grow revenue about 15% in 2022.</p><p><blockquote>Bernstein分析师Mark Li认为，台积电面临的风险是智能手机和加密货币挖矿芯片的需求可能放缓。不过，他软化了自己的评估，指出该公司较旧的加工制造能力将已满，预计苹果将为第三季度收入做出巨大贡献。Li预测台积电2022年收入可能增长15%左右。</blockquote></p><p> If Taiwan Semi executives do talk about the future, they could touch on the company’s new 3-nanometer production technology. Intel and Apple may be the first two companies to adopt the technology, according to Nikkei Asia, a financial news website. Mass production is set to begin in 2022, with Intel taking more chip volume than Apple, the report said.</p><p><blockquote>如果台积电高管确实谈论未来，他们可能会谈到该公司新的3纳米生产技术。据财经新闻网站日经亚洲报道，英特尔和苹果可能是最先采用该技术的两家公司。报道称，大规模生产将于2022年开始，英特尔的芯片产量将超过苹果。</blockquote></p><p> New Street Research analyst Pierre Ferragu writes that Intel’s decision to outsource production to Taiwan Semi “remains more tactical than strategic.” Given the report in Nikkei, Intel appears to be adopting the production technology ahead of AMD, Ferragu said.</p><p><blockquote>New Street Research分析师Pierre Ferragu写道，英特尔将生产外包给台积电的决定“仍然是战术性的，而不是战略性的”。Ferragu表示，鉴于《日经新闻》的报道，英特尔似乎在AMD之前采用了该生产技术。</blockquote></p><p> Of the analysts that cover Taiwan Semi, 34 rate the stock a Buy, and three have Hold ratings. There are no Sell ratings. The average target price for American depositary receipts is $146.18, which implies upside of about 17%.</p><p><blockquote>在研究台积电的分析师中，34名分析师给予该股买入评级，3名分析师给予持有评级。没有卖出评级。美国存托凭证的平均目标价为146.18美元，意味着约17%的上涨空间。</blockquote></p><p> Taiwan Semi shares advanced roughly 90% this year, as the PHLX Semiconductor index, or Sox, gained about 63%.</p><p><blockquote>台积电股价今年上涨了约90%，PHLX半导体指数(Sox)上涨了约63%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/taiwan-semiconductor-manufacturing-earnings-51626299252?mod=hp_LATEST\">Barron's</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.barrons.com/articles/taiwan-semiconductor-manufacturing-earnings-51626299252?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138248041","content_text":"With any luck, investors will get some fresh insight about the global chip shortage Thursday when Taiwan Semiconductor Manufacturing reports earnings—and about whether the company is still on track to pour billions into meeting demand.\nBut if the chip maker’s executives stick with their tradition of being tight-lipped, investors might not get much more than the numbers for insight.\nWall Street has high expectations for Taiwan Semi (ticker: TSM), which is set to release second-quarter results before the opening bell.\nThe consensus calls for earnings to grow nearly 13% to NT$5.24 a share on revenue of NT$371.7 billion ($13.3 billion), an increase of 19% compared to the year-ago period. Revenue is all but a lock because Taiwan Semi discloses its monthly figure every month—that sum is about NT$372 billion.\nEarlier this year, Taiwan Semi executives increased the company’s 2021 capital spending plan to $30 billion, from an expected $25 billion to $28 billion—and put the three-year figure at $100 billion.\nThe company will divert most of the capital spending cash to building manufacturing capacity for its most advanced processors used by Advanced Micro Devices (AMD), Apple (AAPL), and Intel (INTC).\nJ.P. Morgan analyst Gokul Hariharan expects Apple to contribute a hefty amount to Taiwan Semi’s sales since Apple’s new iPhone and Mac processors are manufactured by Taiwan chip giant. The analyst didn’t offer an dollar estimate, though.\nBernstein analyst Mark Li sees a risk for Taiwan Semi in the possible slowing of demand for smartphone and cryptocurrency mining chips. He softened his assessment, however, by pointing out that the company’s older processing manufacturing capacity would be full, and that Apple could be expected to make a big contribution to third-quarter revenue. Li predicts Taiwan Semi may grow revenue about 15% in 2022.\nIf Taiwan Semi executives do talk about the future, they could touch on the company’s new 3-nanometer production technology. Intel and Apple may be the first two companies to adopt the technology, according to Nikkei Asia, a financial news website. Mass production is set to begin in 2022, with Intel taking more chip volume than Apple, the report said.\nNew Street Research analyst Pierre Ferragu writes that Intel’s decision to outsource production to Taiwan Semi “remains more tactical than strategic.” Given the report in Nikkei, Intel appears to be adopting the production technology ahead of AMD, Ferragu said.\nOf the analysts that cover Taiwan Semi, 34 rate the stock a Buy, and three have Hold ratings. There are no Sell ratings. The average target price for American depositary receipts is $146.18, which implies upside of about 17%.\nTaiwan Semi shares advanced roughly 90% this year, as the PHLX Semiconductor index, or Sox, gained about 63%.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145101042,"gmtCreate":1626192945886,"gmtModify":1633929161003,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/145101042","repostId":"1120348548","repostType":4,"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891854083,"gmtCreate":1628382015442,"gmtModify":1631891686936,"author":{"id":"4088267272063620","authorId":"4088267272063620","name":"Tah","avatar":"https://static.tigerbbs.com/fc6c41e5b34b34b1e09e1bfcf94de9c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088267272063620","idStr":"4088267272063620"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891854083","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":1661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}