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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":696733152,"tweetId":"696733152","gmtCreate":1640764465093,"gmtModify":1640764465526,"author":{"id":3576497026121990,"idStr":"3576497026121990","authorId":3576497026121990,"authorIdStr":"3576497026121990","name":"woshihui","avatar":"https://static.tigerbbs.com/16c7aa4a45306830522180ff7b026e56","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":38,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>ok</body></html>","htmlText":"<html><head></head><body>ok</body></html>","text":"ok","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/696733152","repostId":1157701450,"repostType":4,"repost":{"id":"1157701450","kind":"news","pubTimestamp":1640763338,"share":"https://www.laohu8.com/m/news/1157701450?lang=zh_CN&edition=full","pubTime":"2021-12-29 15:35","market":"us","language":"en","title":"Peloton Has Slumped in 2021. Google Search Trends Don’t Improve the Stock’s Outlook<blockquote>Peloton在2021年暴跌。谷歌搜索趋势并没有改善股票前景</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157701450","media":"Barrons","summary":"Peloton Interactive has shed three quarters of its value since the start of 2021. An analyst at Raym","content":"<html><head></head><body>Peloton Interactive has shed three quarters of its value since the start of 2021. An analyst at Raymond James isn’t so sure the new year will change things.<blockquote><html><head></head><body>自2021年初以来，Peloton Interactive的价值已缩水四分之三。雷蒙德·詹姆斯(Raymond James)的分析师不太确定新的一年是否会改变情况。</body></html></blockquote>Shares of Peloton (ticker: were down 2.8% to $35.68 on Tuesday. If they close at that level, it would be the lowest close since May 4, 2020, when the stock hit $33.90. Peloton shares have fallen 77% year to date, as investors have fled from high-flying pandemic plays that seemed to see inflated demand amid Covid-19 shutdowns.<blockquote>Peloton股价（股票代码：周二下跌2.8%，至35.68美元。如果收于该水平，这将是自2020年5月4日该股触及33.90美元以来的最低收盘价。Peloton股价今年迄今已下跌77%，投资者逃离了在Covid-19关闭期间需求膨胀的高飞大流行游戏。</blockquote>The company’s connected fitness subscription costs $39.99 a month to link Peloton classes and data tracking to its branded equipment. The subscriptions were a hit amid lockdowns, but the reopening has shown signs of waning demand. A disappointing outlook released in November triggered the latest selloff.<blockquote>该公司的connected fitness订阅费用为每月39.99美元，可将Peloton课程和数据跟踪链接到其品牌设备。在封锁期间，订阅受到了打击，但重新开放显示出需求减弱的迹象。11月份发布的令人失望的前景引发了最新的抛售。</blockquote>Not even concerns about the Omicron variant of Covid-19 have been enough to send shares back to late-2020 levels. Some high-profile public relations flops, including a post-ride death in the Sex &amp; the City reboot, haven’t helped.<blockquote>即使是对奥密克戎变种Covid-19的担忧也不足以让股价回到2020年底的水平。一些备受瞩目的公关失败，包括《欲望都市》重启中的骑行后死亡事件，都无济于事。</blockquote>Curious whether Peloton demand this holiday season has spiked, Raymond James analyst Aaron Kessler took a look at Google search data. Based on softer-than-expected trends, Kessler believes the company’s outlook for 308,000 to 358,000 net added connected fitness subscribers in the December quarter may be too aggressive.<blockquote>雷蒙德·詹姆斯(Raymond James)分析师亚伦·凯斯勒(Aaron Kessler)好奇Peloton在这个假期的需求是否激增，他查看了谷歌搜索数据。基于弱于预期的趋势，Kessler认为，该公司对12月季度净新增联网健身用户308,000至358,000人的前景可能过于激进。</blockquote>“Historically, Google Search Trends data has correlated well with Peloton hardware sales,” Kessler wrote in a note. “Based on our updated analysis, the search trends data indicates continued softening of demand for Peloton sales in the December quarter.”<blockquote>凯斯勒在一份报告中写道：“从历史上看，谷歌搜索趋势数据与Peloton硬件销售密切相关。”“根据我们最新的分析，搜索趋势数据表明12月份季度Peloton销售需求持续疲软。”</blockquote>U.S. search trends were down 30% year over year so far in the December quarter, compared to a 31% decline in the September quarter. U.K. searches slowed 40% year over year, while Germany searches were down 58%. One bright sign was Australia, where searches were up 213% year over year from a low base last year.<blockquote>到目前为止，美国12月季度的搜索趋势同比下降了30%，而9月季度下降了31%。英国的搜索量同比下降40%，而德国的搜索量下降58%。一个明显的迹象是澳大利亚，该国的搜索量从去年的低基数同比增长了213%。</blockquote>Kessler rates Peloton at Market Perform. He doesn’t have a price target, but estimates a fair value at $38. If Peloton revenue growth recovers more than he expects, he could see a $51 fair value, though that’s a bull case. In his bear case scenario, a more significant slowdown leads shares down to $27.<blockquote>凯斯勒对Peloton的评级为市场表现。他没有目标价，但估计公允价值为38美元。如果Peloton收入增长恢复超过他的预期，他可能会看到51美元的公允价值，尽管这是一个牛市案例。在他的看跌情景中，更严重的经济放缓会导致股价跌至27美元。</blockquote>“We continue to believe significant demand was pulled forward during the pandemic and as such sales are not seeing the typical seasonality that we would expect,” Kessler wrote.<blockquote>凯斯勒写道：“我们仍然认为，在大流行期间需求被拉动，因此销售没有出现我们预期的典型季节性。”</blockquote></body></html><blockquote></blockquote>","source":"market_watch","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>Peloton Has Slumped in 2021. Google Search Trends Don’t Improve the Stock’s Outlook<blockquote>Peloton在2021年暴跌。谷歌搜索趋势并没有改善股票前景</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\">\nPeloton Has Slumped in 2021. Google Search Trends Don’t Improve the Stock’s Outlook<blockquote>Peloton在2021年暴跌。谷歌搜索趋势并没有改善股票前景</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-12-29 15:35\n\n</h4>\n</header>\n<article>\n<html><head></head><body>Peloton Interactive has shed three quarters of its value since the start of 2021. An analyst at Raymond James isn’t so sure the new year will change things.<blockquote><html><head></head><body>自2021年初以来，Peloton Interactive的价值已缩水四分之三。雷蒙德·詹姆斯(Raymond James)的分析师不太确定新的一年是否会改变情况。</body></html></blockquote>Shares of Peloton (ticker: were down 2.8% to $35.68 on Tuesday. If they close at that level, it would be the lowest close since May 4, 2020, when the stock hit $33.90. Peloton shares have fallen 77% year to date, as investors have fled from high-flying pandemic plays that seemed to see inflated demand amid Covid-19 shutdowns.<blockquote>Peloton股价（股票代码：周二下跌2.8%，至35.68美元。如果收于该水平，这将是自2020年5月4日该股触及33.90美元以来的最低收盘价。Peloton股价今年迄今已下跌77%，投资者逃离了在Covid-19关闭期间需求膨胀的高飞大流行游戏。</blockquote>The company’s connected fitness subscription costs $39.99 a month to link Peloton classes and data tracking to its branded equipment. The subscriptions were a hit amid lockdowns, but the reopening has shown signs of waning demand. A disappointing outlook released in November triggered the latest selloff.<blockquote>该公司的connected fitness订阅费用为每月39.99美元，可将Peloton课程和数据跟踪链接到其品牌设备。在封锁期间，订阅受到了打击，但重新开放显示出需求减弱的迹象。11月份发布的令人失望的前景引发了最新的抛售。</blockquote>Not even concerns about the Omicron variant of Covid-19 have been enough to send shares back to late-2020 levels. Some high-profile public relations flops, including a post-ride death in the Sex &amp; the City reboot, haven’t helped.<blockquote>即使是对奥密克戎变种Covid-19的担忧也不足以让股价回到2020年底的水平。一些备受瞩目的公关失败，包括《欲望都市》重启中的骑行后死亡事件，都无济于事。</blockquote>Curious whether Peloton demand this holiday season has spiked, Raymond James analyst Aaron Kessler took a look at Google search data. Based on softer-than-expected trends, Kessler believes the company’s outlook for 308,000 to 358,000 net added connected fitness subscribers in the December quarter may be too aggressive.<blockquote>雷蒙德·詹姆斯(Raymond James)分析师亚伦·凯斯勒(Aaron Kessler)好奇Peloton在这个假期的需求是否激增，他查看了谷歌搜索数据。基于弱于预期的趋势，Kessler认为，该公司对12月季度净新增联网健身用户308,000至358,000人的前景可能过于激进。</blockquote>“Historically, Google Search Trends data has correlated well with Peloton hardware sales,” Kessler wrote in a note. “Based on our updated analysis, the search trends data indicates continued softening of demand for Peloton sales in the December quarter.”<blockquote>凯斯勒在一份报告中写道：“从历史上看，谷歌搜索趋势数据与Peloton硬件销售密切相关。”“根据我们最新的分析，搜索趋势数据表明12月份季度Peloton销售需求持续疲软。”</blockquote>U.S. search trends were down 30% year over year so far in the December quarter, compared to a 31% decline in the September quarter. U.K. searches slowed 40% year over year, while Germany searches were down 58%. One bright sign was Australia, where searches were up 213% year over year from a low base last year.<blockquote>到目前为止，美国12月季度的搜索趋势同比下降了30%，而9月季度下降了31%。英国的搜索量同比下降40%，而德国的搜索量下降58%。一个明显的迹象是澳大利亚，该国的搜索量从去年的低基数同比增长了213%。</blockquote>Kessler rates Peloton at Market Perform. He doesn’t have a price target, but estimates a fair value at $38. If Peloton revenue growth recovers more than he expects, he could see a $51 fair value, though that’s a bull case. In his bear case scenario, a more significant slowdown leads shares down to $27.<blockquote>凯斯勒对Peloton的评级为市场表现。他没有目标价，但估计公允价值为38美元。如果Peloton收入增长恢复超过他的预期，他可能会看到51美元的公允价值，尽管这是一个牛市案例。在他的看跌情景中，更严重的经济放缓会导致股价跌至27美元。</blockquote>“We continue to believe significant demand was pulled forward during the pandemic and as such sales are not seeing the typical seasonality that we would expect,” Kessler wrote.<blockquote>凯斯勒写道：“我们仍然认为，在大流行期间需求被拉动，因此销售没有出现我们预期的典型季节性。”</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/articles/peloton-has-slumped-in-2021-google-search-trends-dont-improve-the-stocks-outlook-51640720783?mod=newsviewer_click_seemore\">Barrons</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":{"PTON":"Peloton Interactive, Inc."},"source_url":"https://www.marketwatch.com/articles/peloton-has-slumped-in-2021-google-search-trends-dont-improve-the-stocks-outlook-51640720783?mod=newsviewer_click_seemore","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1157701450","content_text":"Peloton Interactive has shed three quarters of its value since the start of 2021. An analyst at Raymond James isn’t so sure the new year will change things.Shares of Peloton (ticker: were down 2.8% to $35.68 on Tuesday. If they close at that level, it would be the lowest close since May 4, 2020, when the stock hit $33.90. Peloton shares have fallen 77% year to date, as investors have fled from high-flying pandemic plays that seemed to see inflated demand amid Covid-19 shutdowns.The company’s connected fitness subscription costs $39.99 a month to link Peloton classes and data tracking to its branded equipment. The subscriptions were a hit amid lockdowns, but the reopening has shown signs of waning demand. A disappointing outlook released in November triggered the latest selloff.Not even concerns about the Omicron variant of Covid-19 have been enough to send shares back to late-2020 levels. Some high-profile public relations flops, including a post-ride death in the Sex & the City reboot, haven’t helped.Curious whether Peloton demand this holiday season has spiked, Raymond James analyst Aaron Kessler took a look at Google search data. Based on softer-than-expected trends, Kessler believes the company’s outlook for 308,000 to 358,000 net added connected fitness subscribers in the December quarter may be too aggressive.“Historically, Google Search Trends data has correlated well with Peloton hardware sales,” Kessler wrote in a note. “Based on our updated analysis, the search trends data indicates continued softening of demand for Peloton sales in the December quarter.”U.S. search trends were down 30% year over year so far in the December quarter, compared to a 31% decline in the September quarter. U.K. searches slowed 40% year over year, while Germany searches were down 58%. One bright sign was Australia, where searches were up 213% year over year from a low base last year.Kessler rates Peloton at Market Perform. He doesn’t have a price target, but estimates a fair value at $38. If Peloton revenue growth recovers more than he expects, he could see a $51 fair value, though that’s a bull case. In his bear case scenario, a more significant slowdown leads shares down to $27.“We continue to believe significant demand was pulled forward during the pandemic and as such sales are not seeing the typical seasonality that we would expect,” Kessler wrote.","news_type":1,"symbols_score_info":{"PTON":0.9}},"isVote":1,"tweetType":1,"viewCount":2839,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/696733152"}