yes_老虎社区_美港股上老虎

2021-07-06

yes

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":154423205,"tweetId":"154423205","gmtCreate":1625540105207,"gmtModify":1633939828989,"author":{"id":3575423014243315,"idStr":"3575423014243315","authorId":3575423014243315,"authorIdStr":"3575423014243315","name":"Jaminwu","avatar":"https://static.tigerbbs.com/e406a9629077a6d66bf3ea9d74b7b538","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>yes</body></html>","htmlText":"<html><head></head><body>yes</body></html>","text":"yes","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/154423205","repostId":1164348327,"repostType":4,"repost":{"id":"1164348327","kind":"news","pubTimestamp":1625535165,"share":"https://www.laohunote.com/m/news/1164348327?lang=zh_CN&edition=full","pubTime":"2021-07-06 09:32","market":"us","language":"en","title":"5 Ultra-Popular Stocks to Avoid Like the Plague in July<blockquote>7 月份要像瘟疫一样避免的 5 只超级热门股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164348327","media":"The motley fool","summary":"For the past 15 months, Wall Street and investors have enjoyed a historic bounce-back rally. The ben","content":"For the past 15 months, Wall Street and investors have enjoyed a historic bounce-back rally. The benchmarkS&amp;P 500has gained more than 90% since hitting its bear-market bottom on March 23, 2020.<blockquote>过去15个月，华尔街和投资者享受了历史性的反弹反弹。基准标普500自 2020 年 3 月 23 日触及熊市底部以来，已上涨超过 90%。</blockquote> While a number of high-quality and innovative businesses have led this rally, it's also allowed quite a few terrible companies to thrive. It's my suggestion that the following five ultra-popular stocks be avoided like the plague in July.<blockquote>虽然许多高质量和创新的企业引领了这次反弹，但它也让相当多糟糕的公司蓬勃发展。我的建议是，以下五只超级热门股票应该像七月的瘟疫一样避开。</blockquote> Coinbase Global<blockquote>比特币基地全球</blockquote> First up is cryptocurrency exchange and ecosystemCoinbase Global(NASDAQ:COIN). Coinbase is popular given how quickly its revenue and profits surged in the first quarter as investors piled into the likes ofBitcoin&nbsp;andEthereum. The problem is there are a trio of catalysts working against the Coinbase brokerage model.<blockquote>首先是加密货币交易所和生态系统比特币基地全球（纳斯达克股票代码：硬币）。Coinbase 很受欢迎，因为投资者纷纷涌入 Coinbase 等公司，其收入和利润在第一季度迅速飙升。比特币和以太币问题是，有三个催化剂在不利于比特币基地经纪模式。</blockquote> To start with, there's nothing that prevents competing exchanges from undercutting Coinbase Global's fees. It might have the verified user advantage at the moment, but don't underestimate the willingness of crypto investors to jump ship to save on transaction fees. We witnessed it among traditional brokerages, and the industry eventually wound up going commission-free.<blockquote>首先，没有什么可以阻止竞争交易所降低 Coinbase Global 的费用。目前它可能具有经过验证的用户优势，但不要低估加密投资者跳槽以节省交易费用的意愿。我们在传统经纪公司中目睹了这一点，该行业最终实现了免佣金。</blockquote> Second,crypto has a history of boom-and-bust cycles. Bitcoin has had three separate instances over the last decade where it's shed at least 80% of its value. This is an entirely momentum-based investment, and when upside momentum dries up, so does Coinbase's trading revenue. Following a 2017 peak, Coinbase saw its revenue nearly halve in subsequent years.<blockquote>其次， 加密货币有着繁荣和萧条周期的历史。在过去十年中，比特币有过三次不同的情况，其价值至少缩水了 80%。这是一项完全基于动量的投资，当上行动量枯竭时，Coinbase 的交易收入也会枯竭。在 2017 年达到顶峰后，Coinbase 的收入在随后几年几乎减半。</blockquote> And third, the past four weeks, through June 28, saw outflows from crypto of $257.3 million, according to CoinShares Digital Asset Fund Flows Weekly. This is more evidence that interest in crypto is already dwindling with these assets well off their highs. Suffice it to say, Coinbase isnot a stock you're going to want to ownmoving forward.<blockquote>第三，根据 CoinShares 数字资产基金每周流动，截至 6 月 28 日的过去四周，加密货币资金外流达 2.573 亿美元。这进一步证明，随着这些资产远离高点，人们对加密货币的兴趣已经在减少。可以说，Coinbase 并不是一只您想要持有的股票。</blockquote> Cassava Sciences<blockquote>木薯科学</blockquote> Another ultra-popular company with a terrible risk-versus-reward ratio is clinical-stagebiotech stockCassava Sciences(NASDAQ:SAVA).<blockquote>另一家风险回报比糟糕的超受欢迎公司是临床阶段生物技术股票木薯科学（纳斯达克股票代码：SAVA）</blockquote> Cassava rightly made waves in February when it announced positive clinical data from an interim analysis of simufilam as a treatment for Alzheimer's disease. The open-label trial showed improvement in cognition and behavior at the six-month mark, and more recently allowed Cassava to outline its plans for a phase 3 trial involving its lead drug candidate.<blockquote>Cassava 在 2 月份宣布了对 simufilam 治疗阿尔茨海默病的中期分析的积极临床数据，理所当然地引起了轩然大波。开放标签试验显示，六个月后认知和行为有所改善，最近，Cassava 得以概述其涉及其主要候选药物的 3 期试验计划。</blockquote> I'd love for simufilam to be successful, but history has shown that Alzheimer's is <a href=\"https://laohu8.com/S/AONE\">one</a> of the toughest-to-treat diseases. With the exception ofBiogen's Aduhelm, which was approved by the Food and Drug Administration (FDA) but has been criticized heavily for its lack of clear benefit, every Alzheimer's drughas failed in late-stage studies for more than a decade. All investors have to go on is early stage, open-label data from a trial that aimed to enroll 100 patients. It's not been uncommon to see positive early or-mid-stage results get pulverized come a large phase 3 Alzheimer's trial.<blockquote>我希望simufilam能成功，但历史表明阿尔茨海默氏症是<a href=\"https://laohu8.com/S/AONE\">一</a>最难治疗的疾病。除了百健Aduhelm 获得了美国食品药品监督管理局 (FDA) 的批准，但因其缺乏明显的益处而受到严厉批评，十多年来，所有治疗阿尔茨海默氏症的药物在后期研究中都失败了。投资者所要做的只是一项旨在招募 100 名患者的试验的早期开放标签数据。在一项大型的3期阿尔茨海默氏症试验中，积极的早期或中期结果被粉碎的情况并不少见。</blockquote> Although Cassava raised a good amount of cash to continue its research, history suggests that simufilam's chance of success is very slim. That makes Cassava Sciences easily avoidable.<blockquote>尽管Cassava筹集了大量现金来继续其研究，但历史表明simufilam成功的机会非常渺茫。这使得木薯科学很容易避免。</blockquote> GameStop<blockquote>游戏驿站</blockquote> If you've been following the retail trade movement (i.e. Reddit stocks), whereby retail investors are seeking out heavily short-sold companies and attempting to effect a short squeeze, you probably know video game and accessories retailerGameStop(NYSE:GME).<blockquote>如果您一直在关注零售贸易运动（即 Reddit 股票），其中散户投资者正在寻找大量卖空的公司并试图实现空头挤压，那么您可能知道视频游戏和配件零售商游戏驿站（纽约证券交易所代码：GME）</blockquote> On <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, GameStop has been able to capitalize on its recent fame byselling stock to raise capitalfor its ongoing transformation to a digital gaming company. It's a much-needed move after e-commerce sales jumped 191% in fiscal 2020 and more than quadrupled during the holiday season, from the prior-year period.<blockquote>在<a href=\"https://laohu8.com/S/AONE.U\">一</a>事实上，游戏驿站已经能够利用其最近的名气，通过出售股票来筹集资金，为其正在进行的向数字游戏公司转型筹集资金。在 2020 财年电子商务销售额同比增长 191%，假日期间增长了四倍多之后，这是一个急需的举措。</blockquote> However, these capital raises don't overlook the fact that theprevious management team failed the company. For two decades, a brick-and-mortar gaming model worked well. However, sticking to this brick-and-mortar model when gaming was going digital left the company in a precarious position. Today, GameStop continues to lose money, even with rapid e-commerce growth, and saw its same-store sales decline by almost 10% last year. Digital sales may be growing, but total revenue is going nowhere as GameStop shutters its physical locations to lower costs.<blockquote>然而，这些增资并没有忽视前任管理团队辜负公司的事实。二十年来，实体游戏模式运行良好。然而，当游戏走向数字化时，坚持这种实体模式使该公司处于不稳定的境地。如今，游戏驿站在电商快速增长的情况下仍在持续亏损，去年同店销售额下降近10%。数字销售可能在增长，但随着游戏驿站关闭其实体店以降低成本，总收入毫无进展。</blockquote> GameStop is in no way a bankruptcy candidate, and I can actually see a path to profitability years down the road. But with that being said, the gains it's seen make no sense given the long transformation and operating losses that lie ahead.<blockquote>游戏驿站绝不是一个破产候选人，我实际上可以看到未来几年的盈利之路。但话虽如此，考虑到未来漫长的转型和运营亏损，所看到的收益毫无意义。</blockquote> Inovio Pharmaceuticals<blockquote>伊诺维奥制药公司</blockquote> Biotech stocks can offer ample opportunity, or inInovio Pharmaceuticals'(NASDAQ:INO)case, suck the lifeblood out of long-term investors.<blockquote>生物技术股可以提供充足的机会，或者伊诺维奥制药公司“（纳斯达克股票代码：INO）情况下，吸干长期投资者的命脉。</blockquote> Inovio would appear to be an intriguing company based solely on paper. It has a pipeline that currently includes over a dozen clinical candidates to treat cancer, infectious diseases, and human papilloma virus. The most-promising looks to be INO-4800, the company's coronavirus disease 2019 (COVID-19) vaccine candidate that's readying for phase 3 studies. But if you do any digging into Inovio's clinical performance, you'll be sorely disappointed.<blockquote>Inovio似乎是一家完全基于纸面的有趣公司。它有一个管道，目前包括十几种治疗癌症、传染病和人乳头瘤病毒的临床候选药物。最有前途的似乎是INO-4800，这是该公司的冠状病毒疾病2019（新冠肺炎）候选疫苗，正在准备进行3期研究。但如果您深入研究 Inovio 的临床表现，您会非常失望。</blockquote> For example, INO-4800had been placed on partial clinical holdin the U.S. while regulators requested additional data on Inovio's vaccine and its delivery system, Cellectra. More recently, INO-4800 had its late-stage funding pulled by the U.S. government, which is why it's now seeking an international study for its COVID-19 candidate.<blockquote>例如，INO-4800 已在美国进行部分临床暂停，而监管机构则要求提供有关 Inovio 疫苗及其输送系统 Cellectra 的更多数据。最近，INO-4800 的后期资金被美国政府撤回，这就是为什么它现在正在寻求对其 COVID-19 候选药物进行国际研究。</blockquote> If you think I'm unfairly picking on Inovio for its COVID-19 struggles, pan out even further. In four decades, Inoviohasn't managed to get a drug approved by the FDA. This isn't me wishing bad things on Inovio -- this is the reality that hope and results haven't aligned with this company for a long time. Until Inovio proves itself in a late-stage clinical trial, it's worth avoiding.<blockquote>如果您认为我对 Inovio 的 COVID-19 斗争不公平地挑剔，那就更进一步。四十年来，Inovio 还没有成功获得 FDA 批准的药物。这并不是我对 Inovio 抱有不好的希望——这是希望和结果长期以来与这家公司不一致的现实。在Inovio在后期临床试验中证明自己之前，它是值得避免的。</blockquote> AMC Entertainment<blockquote>AMC院线</blockquote> Finally, I can't forgetongoing pump-and-dump schemeAMC Entertainment(NYSE:AMC). While retail investors were able to claim victory by effecting a short squeeze in January after AMC saved itself by issuing a bunch of shares and high-interest debt, the most recent run-up has nothing to do with a short squeeze. Rather, it's based predominantly on hype, the purposeful obfuscation of concrete fundamental data on message boards, and broad-based, blatant misinformation.<blockquote>最后，我不能忘记正在进行的抽水倾倒计划AMC院线（纽约证券交易所代码：AMC）尽管在 AMC 通过发行大量股票和高息债务自救后，散户投资者能够通过在 1 月份实施空头挤压来宣称胜利，但最近的上涨与空头挤压无关。相反，它主要是基于炒作，在留言板上有目的地混淆具体基本数据，以及广泛的、公然的错误信息。</blockquote> AMC's retail investors would like you to believe that fundamentals don't matter -- but try driving a car without an engine and see how far you get. AMC is dealing with a 19-year decline in industry ticket sales and is seeing some of its film exclusivity evaporate as movie studios lean on streaming. There will be a place for movie theaters, but AMC'saddressable market keeps shrinkingwith each passing year.<blockquote>AMC 的散户投资者希望您相信基本面并不重要，但请尝试驾驶一辆没有发动机的汽车，看看您能走多远。AMC 正在应对行业门票销售 19 年来的下滑，并且随着电影制片厂依赖流媒体，其一些电影独家性正在消失。电影院将会有一席之地，但AMC的潜在市场逐年萎缩。</blockquote> AMC's retail investors would also have you believe the company is in great shape after raising $2 billion in capital. While it has put bankruptcy rumors in the near-term on the backburner, the 2027 bond price is nowhere near par. Why, you ask? Because bondholders aren't convinced that AMC is going to escape bankruptcy.<blockquote>AMC 的散户投资者也会让您相信该公司在筹集 20 亿美元资本后状况良好。尽管它将近期的破产传言搁置一旁，但 2027 年的债券价格远未接近平均水平。你会问，为什么？因为债券持有人不相信AMC会逃脱破产。</blockquote> I've seen enough pump-and-dump campaigns in my life to recognize them, andAMC checks all the boxes. My suggestion isn't to short AMC. My suggestion is to avoid it completely. All pump-and-dump schemes eventually collapse, and AMC will be no exception.<blockquote>在我的一生中，我见过足够多的抽水和倾倒活动来识别它们，而MC检查了所有的框。我的建议是不要做空AMC。我的建议是完全避免。所有的抽水倾倒方案最终都会崩溃，AMC 也不例外。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Ultra-Popular Stocks to Avoid Like the Plague in July<blockquote>7 月份要像瘟疫一样避免的 5 只超级热门股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Ultra-Popular Stocks to Avoid Like the Plague in July<blockquote>7 月份要像瘟疫一样避免的 5 只超级热门股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe motley fool2021-07-06 09:32\n\n</h4>\n</header>\n<article>\nFor the past 15 months, Wall Street and investors have enjoyed a historic bounce-back rally. The benchmarkS&amp;P 500has gained more than 90% since hitting its bear-market bottom on March 23, 2020.<blockquote>过去15个月，华尔街和投资者享受了历史性的反弹反弹。基准标普500自 2020 年 3 月 23 日触及熊市底部以来，已上涨超过 90%。</blockquote> While a number of high-quality and innovative businesses have led this rally, it's also allowed quite a few terrible companies to thrive. It's my suggestion that the following five ultra-popular stocks be avoided like the plague in July.<blockquote>虽然许多高质量和创新的企业引领了这次反弹，但它也让相当多糟糕的公司蓬勃发展。我的建议是，以下五只超级热门股票应该像七月的瘟疫一样避开。</blockquote> Coinbase Global<blockquote>比特币基地全球</blockquote> First up is cryptocurrency exchange and ecosystemCoinbase Global(NASDAQ:COIN). Coinbase is popular given how quickly its revenue and profits surged in the first quarter as investors piled into the likes ofBitcoin&nbsp;andEthereum. The problem is there are a trio of catalysts working against the Coinbase brokerage model.<blockquote>首先是加密货币交易所和生态系统比特币基地全球（纳斯达克股票代码：硬币）。Coinbase 很受欢迎，因为投资者纷纷涌入 Coinbase 等公司，其收入和利润在第一季度迅速飙升。比特币和以太币问题是，有三个催化剂在不利于比特币基地经纪模式。</blockquote> To start with, there's nothing that prevents competing exchanges from undercutting Coinbase Global's fees. It might have the verified user advantage at the moment, but don't underestimate the willingness of crypto investors to jump ship to save on transaction fees. We witnessed it among traditional brokerages, and the industry eventually wound up going commission-free.<blockquote>首先，没有什么可以阻止竞争交易所降低 Coinbase Global 的费用。目前它可能具有经过验证的用户优势，但不要低估加密投资者跳槽以节省交易费用的意愿。我们在传统经纪公司中目睹了这一点，该行业最终实现了免佣金。</blockquote> Second,crypto has a history of boom-and-bust cycles. Bitcoin has had three separate instances over the last decade where it's shed at least 80% of its value. This is an entirely momentum-based investment, and when upside momentum dries up, so does Coinbase's trading revenue. Following a 2017 peak, Coinbase saw its revenue nearly halve in subsequent years.<blockquote>其次， 加密货币有着繁荣和萧条周期的历史。在过去十年中，比特币有过三次不同的情况，其价值至少缩水了 80%。这是一项完全基于动量的投资，当上行动量枯竭时，Coinbase 的交易收入也会枯竭。在 2017 年达到顶峰后，Coinbase 的收入在随后几年几乎减半。</blockquote> And third, the past four weeks, through June 28, saw outflows from crypto of $257.3 million, according to CoinShares Digital Asset Fund Flows Weekly. This is more evidence that interest in crypto is already dwindling with these assets well off their highs. Suffice it to say, Coinbase isnot a stock you're going to want to ownmoving forward.<blockquote>第三，根据 CoinShares 数字资产基金每周流动，截至 6 月 28 日的过去四周，加密货币资金外流达 2.573 亿美元。这进一步证明，随着这些资产远离高点，人们对加密货币的兴趣已经在减少。可以说，Coinbase 并不是一只您想要持有的股票。</blockquote> Cassava Sciences<blockquote>木薯科学</blockquote> Another ultra-popular company with a terrible risk-versus-reward ratio is clinical-stagebiotech stockCassava Sciences(NASDAQ:SAVA).<blockquote>另一家风险回报比糟糕的超受欢迎公司是临床阶段生物技术股票木薯科学（纳斯达克股票代码：SAVA）</blockquote> Cassava rightly made waves in February when it announced positive clinical data from an interim analysis of simufilam as a treatment for Alzheimer's disease. The open-label trial showed improvement in cognition and behavior at the six-month mark, and more recently allowed Cassava to outline its plans for a phase 3 trial involving its lead drug candidate.<blockquote>Cassava 在 2 月份宣布了对 simufilam 治疗阿尔茨海默病的中期分析的积极临床数据，理所当然地引起了轩然大波。开放标签试验显示，六个月后认知和行为有所改善，最近，Cassava 得以概述其涉及其主要候选药物的 3 期试验计划。</blockquote> I'd love for simufilam to be successful, but history has shown that Alzheimer's is <a href=\"https://laohu8.com/S/AONE\">one</a> of the toughest-to-treat diseases. With the exception ofBiogen's Aduhelm, which was approved by the Food and Drug Administration (FDA) but has been criticized heavily for its lack of clear benefit, every Alzheimer's drughas failed in late-stage studies for more than a decade. All investors have to go on is early stage, open-label data from a trial that aimed to enroll 100 patients. It's not been uncommon to see positive early or-mid-stage results get pulverized come a large phase 3 Alzheimer's trial.<blockquote>我希望simufilam能成功，但历史表明阿尔茨海默氏症是<a href=\"https://laohu8.com/S/AONE\">一</a>最难治疗的疾病。除了百健Aduhelm 获得了美国食品药品监督管理局 (FDA) 的批准，但因其缺乏明显的益处而受到严厉批评，十多年来，所有治疗阿尔茨海默氏症的药物在后期研究中都失败了。投资者所要做的只是一项旨在招募 100 名患者的试验的早期开放标签数据。在一项大型的3期阿尔茨海默氏症试验中，积极的早期或中期结果被粉碎的情况并不少见。</blockquote> Although Cassava raised a good amount of cash to continue its research, history suggests that simufilam's chance of success is very slim. That makes Cassava Sciences easily avoidable.<blockquote>尽管Cassava筹集了大量现金来继续其研究，但历史表明simufilam成功的机会非常渺茫。这使得木薯科学很容易避免。</blockquote> GameStop<blockquote>游戏驿站</blockquote> If you've been following the retail trade movement (i.e. Reddit stocks), whereby retail investors are seeking out heavily short-sold companies and attempting to effect a short squeeze, you probably know video game and accessories retailerGameStop(NYSE:GME).<blockquote>如果您一直在关注零售贸易运动（即 Reddit 股票），其中散户投资者正在寻找大量卖空的公司并试图实现空头挤压，那么您可能知道视频游戏和配件零售商游戏驿站（纽约证券交易所代码：GME）</blockquote> On <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, GameStop has been able to capitalize on its recent fame byselling stock to raise capitalfor its ongoing transformation to a digital gaming company. It's a much-needed move after e-commerce sales jumped 191% in fiscal 2020 and more than quadrupled during the holiday season, from the prior-year period.<blockquote>在<a href=\"https://laohu8.com/S/AONE.U\">一</a>事实上，游戏驿站已经能够利用其最近的名气，通过出售股票来筹集资金，为其正在进行的向数字游戏公司转型筹集资金。在 2020 财年电子商务销售额同比增长 191%，假日期间增长了四倍多之后，这是一个急需的举措。</blockquote> However, these capital raises don't overlook the fact that theprevious management team failed the company. For two decades, a brick-and-mortar gaming model worked well. However, sticking to this brick-and-mortar model when gaming was going digital left the company in a precarious position. Today, GameStop continues to lose money, even with rapid e-commerce growth, and saw its same-store sales decline by almost 10% last year. Digital sales may be growing, but total revenue is going nowhere as GameStop shutters its physical locations to lower costs.<blockquote>然而，这些增资并没有忽视前任管理团队辜负公司的事实。二十年来，实体游戏模式运行良好。然而，当游戏走向数字化时，坚持这种实体模式使该公司处于不稳定的境地。如今，游戏驿站在电商快速增长的情况下仍在持续亏损，去年同店销售额下降近10%。数字销售可能在增长，但随着游戏驿站关闭其实体店以降低成本，总收入毫无进展。</blockquote> GameStop is in no way a bankruptcy candidate, and I can actually see a path to profitability years down the road. But with that being said, the gains it's seen make no sense given the long transformation and operating losses that lie ahead.<blockquote>游戏驿站绝不是一个破产候选人，我实际上可以看到未来几年的盈利之路。但话虽如此，考虑到未来漫长的转型和运营亏损，所看到的收益毫无意义。</blockquote> Inovio Pharmaceuticals<blockquote>伊诺维奥制药公司</blockquote> Biotech stocks can offer ample opportunity, or inInovio Pharmaceuticals'(NASDAQ:INO)case, suck the lifeblood out of long-term investors.<blockquote>生物技术股可以提供充足的机会，或者伊诺维奥制药公司“（纳斯达克股票代码：INO）情况下，吸干长期投资者的命脉。</blockquote> Inovio would appear to be an intriguing company based solely on paper. It has a pipeline that currently includes over a dozen clinical candidates to treat cancer, infectious diseases, and human papilloma virus. The most-promising looks to be INO-4800, the company's coronavirus disease 2019 (COVID-19) vaccine candidate that's readying for phase 3 studies. But if you do any digging into Inovio's clinical performance, you'll be sorely disappointed.<blockquote>Inovio似乎是一家完全基于纸面的有趣公司。它有一个管道，目前包括十几种治疗癌症、传染病和人乳头瘤病毒的临床候选药物。最有前途的似乎是INO-4800，这是该公司的冠状病毒疾病2019（新冠肺炎）候选疫苗，正在准备进行3期研究。但如果您深入研究 Inovio 的临床表现，您会非常失望。</blockquote> For example, INO-4800had been placed on partial clinical holdin the U.S. while regulators requested additional data on Inovio's vaccine and its delivery system, Cellectra. More recently, INO-4800 had its late-stage funding pulled by the U.S. government, which is why it's now seeking an international study for its COVID-19 candidate.<blockquote>例如，INO-4800 已在美国进行部分临床暂停，而监管机构则要求提供有关 Inovio 疫苗及其输送系统 Cellectra 的更多数据。最近，INO-4800 的后期资金被美国政府撤回，这就是为什么它现在正在寻求对其 COVID-19 候选药物进行国际研究。</blockquote> If you think I'm unfairly picking on Inovio for its COVID-19 struggles, pan out even further. In four decades, Inoviohasn't managed to get a drug approved by the FDA. This isn't me wishing bad things on Inovio -- this is the reality that hope and results haven't aligned with this company for a long time. Until Inovio proves itself in a late-stage clinical trial, it's worth avoiding.<blockquote>如果您认为我对 Inovio 的 COVID-19 斗争不公平地挑剔，那就更进一步。四十年来，Inovio 还没有成功获得 FDA 批准的药物。这并不是我对 Inovio 抱有不好的希望——这是希望和结果长期以来与这家公司不一致的现实。在Inovio在后期临床试验中证明自己之前，它是值得避免的。</blockquote> AMC Entertainment<blockquote>AMC院线</blockquote> Finally, I can't forgetongoing pump-and-dump schemeAMC Entertainment(NYSE:AMC). While retail investors were able to claim victory by effecting a short squeeze in January after AMC saved itself by issuing a bunch of shares and high-interest debt, the most recent run-up has nothing to do with a short squeeze. Rather, it's based predominantly on hype, the purposeful obfuscation of concrete fundamental data on message boards, and broad-based, blatant misinformation.<blockquote>最后，我不能忘记正在进行的抽水倾倒计划AMC院线（纽约证券交易所代码：AMC）尽管在 AMC 通过发行大量股票和高息债务自救后，散户投资者能够通过在 1 月份实施空头挤压来宣称胜利，但最近的上涨与空头挤压无关。相反，它主要是基于炒作，在留言板上有目的地混淆具体基本数据，以及广泛的、公然的错误信息。</blockquote> AMC's retail investors would like you to believe that fundamentals don't matter -- but try driving a car without an engine and see how far you get. AMC is dealing with a 19-year decline in industry ticket sales and is seeing some of its film exclusivity evaporate as movie studios lean on streaming. There will be a place for movie theaters, but AMC'saddressable market keeps shrinkingwith each passing year.<blockquote>AMC 的散户投资者希望您相信基本面并不重要，但请尝试驾驶一辆没有发动机的汽车，看看您能走多远。AMC 正在应对行业门票销售 19 年来的下滑，并且随着电影制片厂依赖流媒体，其一些电影独家性正在消失。电影院将会有一席之地，但AMC的潜在市场逐年萎缩。</blockquote> AMC's retail investors would also have you believe the company is in great shape after raising $2 billion in capital. While it has put bankruptcy rumors in the near-term on the backburner, the 2027 bond price is nowhere near par. Why, you ask? Because bondholders aren't convinced that AMC is going to escape bankruptcy.<blockquote>AMC 的散户投资者也会让您相信该公司在筹集 20 亿美元资本后状况良好。尽管它将近期的破产传言搁置一旁，但 2027 年的债券价格远未接近平均水平。你会问，为什么？因为债券持有人不相信AMC会逃脱破产。</blockquote> I've seen enough pump-and-dump campaigns in my life to recognize them, andAMC checks all the boxes. My suggestion isn't to short AMC. My suggestion is to avoid it completely. All pump-and-dump schemes eventually collapse, and AMC will be no exception.<blockquote>在我的一生中，我见过足够多的抽水和倾倒活动来识别它们，而MC检查了所有的框。我的建议是不要做空AMC。我的建议是完全避免。所有的抽水倾倒方案最终都会崩溃，AMC 也不例外。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/07/05/5-ultra-popular-stocks-avoid-like-plague-in-july/\">The motley fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","COIN":"Coinbase Global, Inc.","INO":"伊诺维奥制药","AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/07/05/5-ultra-popular-stocks-avoid-like-plague-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164348327","content_text":"For the past 15 months, Wall Street and investors have enjoyed a historic bounce-back rally. The benchmarkS&P 500has gained more than 90% since hitting its bear-market bottom on March 23, 2020.\nWhile a number of high-quality and innovative businesses have led this rally, it's also allowed quite a few terrible companies to thrive. It's my suggestion that the following five ultra-popular stocks be avoided like the plague in July.\nCoinbase Global\nFirst up is cryptocurrency exchange and ecosystemCoinbase Global(NASDAQ:COIN). Coinbase is popular given how quickly its revenue and profits surged in the first quarter as investors piled into the likes ofBitcoin andEthereum. The problem is there are a trio of catalysts working against the Coinbase brokerage model.\nTo start with, there's nothing that prevents competing exchanges from undercutting Coinbase Global's fees. It might have the verified user advantage at the moment, but don't underestimate the willingness of crypto investors to jump ship to save on transaction fees. We witnessed it among traditional brokerages, and the industry eventually wound up going commission-free.\nSecond,crypto has a history of boom-and-bust cycles. Bitcoin has had three separate instances over the last decade where it's shed at least 80% of its value. This is an entirely momentum-based investment, and when upside momentum dries up, so does Coinbase's trading revenue. Following a 2017 peak, Coinbase saw its revenue nearly halve in subsequent years.\nAnd third, the past four weeks, through June 28, saw outflows from crypto of $257.3 million, according to CoinShares Digital Asset Fund Flows Weekly. This is more evidence that interest in crypto is already dwindling with these assets well off their highs. Suffice it to say, Coinbase isnot a stock you're going to want to ownmoving forward.\nCassava Sciences\nAnother ultra-popular company with a terrible risk-versus-reward ratio is clinical-stagebiotech stockCassava Sciences(NASDAQ:SAVA).\nCassava rightly made waves in February when it announced positive clinical data from an interim analysis of simufilam as a treatment for Alzheimer's disease. The open-label trial showed improvement in cognition and behavior at the six-month mark, and more recently allowed Cassava to outline its plans for a phase 3 trial involving its lead drug candidate.\nI'd love for simufilam to be successful, but history has shown that Alzheimer's is one of the toughest-to-treat diseases. With the exception ofBiogen's Aduhelm, which was approved by the Food and Drug Administration (FDA) but has been criticized heavily for its lack of clear benefit, every Alzheimer's drughas failed in late-stage studies for more than a decade. All investors have to go on is early stage, open-label data from a trial that aimed to enroll 100 patients. It's not been uncommon to see positive early or-mid-stage results get pulverized come a large phase 3 Alzheimer's trial.\nAlthough Cassava raised a good amount of cash to continue its research, history suggests that simufilam's chance of success is very slim. That makes Cassava Sciences easily avoidable.\nGameStop\nIf you've been following the retail trade movement (i.e. Reddit stocks), whereby retail investors are seeking out heavily short-sold companies and attempting to effect a short squeeze, you probably know video game and accessories retailerGameStop(NYSE:GME).\nOn one hand, GameStop has been able to capitalize on its recent fame byselling stock to raise capitalfor its ongoing transformation to a digital gaming company. It's a much-needed move after e-commerce sales jumped 191% in fiscal 2020 and more than quadrupled during the holiday season, from the prior-year period.\nHowever, these capital raises don't overlook the fact that theprevious management team failed the company. For two decades, a brick-and-mortar gaming model worked well. However, sticking to this brick-and-mortar model when gaming was going digital left the company in a precarious position. Today, GameStop continues to lose money, even with rapid e-commerce growth, and saw its same-store sales decline by almost 10% last year. Digital sales may be growing, but total revenue is going nowhere as GameStop shutters its physical locations to lower costs.\nGameStop is in no way a bankruptcy candidate, and I can actually see a path to profitability years down the road. But with that being said, the gains it's seen make no sense given the long transformation and operating losses that lie ahead.\nInovio Pharmaceuticals\nBiotech stocks can offer ample opportunity, or inInovio Pharmaceuticals'(NASDAQ:INO)case, suck the lifeblood out of long-term investors.\nInovio would appear to be an intriguing company based solely on paper. It has a pipeline that currently includes over a dozen clinical candidates to treat cancer, infectious diseases, and human papilloma virus. The most-promising looks to be INO-4800, the company's coronavirus disease 2019 (COVID-19) vaccine candidate that's readying for phase 3 studies. But if you do any digging into Inovio's clinical performance, you'll be sorely disappointed.\nFor example, INO-4800had been placed on partial clinical holdin the U.S. while regulators requested additional data on Inovio's vaccine and its delivery system, Cellectra. More recently, INO-4800 had its late-stage funding pulled by the U.S. government, which is why it's now seeking an international study for its COVID-19 candidate.\nIf you think I'm unfairly picking on Inovio for its COVID-19 struggles, pan out even further. In four decades, Inoviohasn't managed to get a drug approved by the FDA. This isn't me wishing bad things on Inovio -- this is the reality that hope and results haven't aligned with this company for a long time. Until Inovio proves itself in a late-stage clinical trial, it's worth avoiding.\nAMC Entertainment\nFinally, I can't forgetongoing pump-and-dump schemeAMC Entertainment(NYSE:AMC). While retail investors were able to claim victory by effecting a short squeeze in January after AMC saved itself by issuing a bunch of shares and high-interest debt, the most recent run-up has nothing to do with a short squeeze. Rather, it's based predominantly on hype, the purposeful obfuscation of concrete fundamental data on message boards, and broad-based, blatant misinformation.\nAMC's retail investors would like you to believe that fundamentals don't matter -- but try driving a car without an engine and see how far you get. AMC is dealing with a 19-year decline in industry ticket sales and is seeing some of its film exclusivity evaporate as movie studios lean on streaming. There will be a place for movie theaters, but AMC'saddressable market keeps shrinkingwith each passing year.\nAMC's retail investors would also have you believe the company is in great shape after raising $2 billion in capital. While it has put bankruptcy rumors in the near-term on the backburner, the 2027 bond price is nowhere near par. Why, you ask? Because bondholders aren't convinced that AMC is going to escape bankruptcy.\nI've seen enough pump-and-dump campaigns in my life to recognize them, andAMC checks all the boxes. My suggestion isn't to short AMC. My suggestion is to avoid it completely. All pump-and-dump schemes eventually collapse, and AMC will be no exception.","news_type":1,"symbols_score_info":{"AMC":0.9,"INO":0.9,"GME":0.9,"COIN":0.9,"SAVA":0.9}},"isVote":1,"tweetType":1,"viewCount":810,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/154423205"}