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2021-05-06

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2021-04-10

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2021-06-08

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2021-04-16

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Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>英特尔面临着一条昂贵且不确定的重返辉煌之路，分析师警告未来将面临“痛苦”</blockquote>

2021-11-24

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2021-05-05

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IPO Preview: Honest Company, Chinese Lifestyle Brand Onion Global, Hydroponic iPower Lead Group<blockquote>IPO预告：诚实公司、中国生活方式品牌洋葱环球、水培iPower领先集团</blockquote>

2021-12-12

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US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来：物联网解决方案、葡萄酒和卫星在 IPO 第三周</blockquote>

2021-09-04

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2021-05-12

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2021-06-01

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11:43","market":"us","language":"en","title":"PayPal's Recent Price Decline Will Eventually Happen To Nearly All Overvalued Technology Stocks<blockquote>PayPal 最近的价格下跌最终将发生在几乎所有被高估的科技股上</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120286910","media":"Seeking Alpha","summary":"Summary\n\nPayPal stock is down over -35% off this year's highs, and the stock still isn't cheap.\nI wa","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>PayPal stock is down over -35% off this year's highs, and the stock still isn't cheap.</li>  <li>I warned investors back in February of 2021 that PayPal was extremely overvalued and worth selling.</li>  <li>That warning could have been issued for dozens and dozens of overvalued technology stocks that still have over -50% downside from here within the next 3 years.</li>  <li>PayPal remains a great company that I would like to own, so I analyze the stock in order to establish I price at which I'd be willing to buy it.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/847095b0be294275f55f7e8f700d56b4\" tg-width=\"1536\" tg-height=\"1229\" width=\"100%\" height=\"auto\"><span>BsWei/iStock via Getty Images</span></p><p><blockquote><ul><li>PayPal股价较今年高点下跌了-35%以上，而且该股仍然不便宜。</li><li>我早在 2021 年 2 月就警告投资者，PayPal被严重高估，值得出售。</li><li>这一警告可能是针对数十只被高估的科技股发出的，这些股票在未来 3 年内仍有超过 -50% 的下跌空间。</li><li>PayPal仍然是一家我想拥有的伟大公司，所以我分析了这只股票，以确定我愿意购买它的价格。</li></ul><p class=\"t-img-caption\"><span>BsWei/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Introduction</b></p><p><blockquote><b>介绍</b></blockquote></p><p> Back on February 6th, 2021, I made a video where I shared with investors why PayPal (PYPL) stock was overvalued enough to sell. I shared that video on my Seeking Alpha bloghere. Since that time, PayPal has performed poorly both on an absolute basis and relative to the S&amp;P 500 (SPY).</p><p><blockquote>早在 2021 年 2 月 6 日，我制作了一个视频，与投资者分享了为什么PayPal (PYPL) 股票被高估到足以出售。我在我的寻求阿尔法博客上分享了那个视频。从那时起，PayPal无论从绝对角度还是相对于标普500（SPDR标普500指数ETF）来说都表现不佳。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8252b7218af36cce8b5a591f56abaecd\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> The stock price is down about -30% since I warned investors and down about -38% off its high price of the year.</p><p><blockquote>自从我警告投资者以来，股价已下跌约 -30%，较今年最高价下跌约 -38%。</blockquote></p><p> The truth is that I could have issued the same warning about many other technology stocks that had become overvalued, but PayPal was one that I actually wanted to buy if the price ever fell to a reasonable level. It was a case where there was absolutely nothing wrong with the company. There was no bad story to tell. The price had simply gotten insanely overvalued. It didn't matter how good the story around PayPal was back in February. Numbers almost always trump narrative over the long-term. And the numbers back then didn't make sense.</p><p><blockquote>事实是，我本可以对许多其他被高估的科技股发出同样的警告，但如果价格跌至合理水平，我实际上想买入PayPal。这是一个公司绝对没有任何问题的案例。没有什么不好的故事可以讲。价格已经被疯狂高估了。二月份围绕PayPal的故事有多好并不重要。从长远来看，数字几乎总是胜过叙述。当时的数字毫无意义。</blockquote></p><p> This should be an important lesson for medium and long-term investors. If the numbers don't work, it doesn't matter what the story is.</p><p><blockquote>这对于中长期投资者来说，应该是一个重要的教训。如果数字不起作用，故事是什么并不重要。</blockquote></p><p> The difficultly for a stock writer like myself is that investors<i>love</i>narratives and stories. It's not our fault. Our human brains are hardwired that way. Since I shared my bearish February PayPal video, out of 62 articles on Seeking Alpha covering PayPal, there hasn't been a single \"Bearish\" article written. The primary reason for that is because PayPal's narrative was so appealing that valuation numbers were either ignored, or the assumptions around the numbers were not realistic.</p><p><blockquote>对于像我这样的股票作家来说，困难在于投资者<i>爱</i>叙事和故事。这不是我们的错。我们人类的大脑是这样硬连线的。自从我分享了我的2月份PayPal看跌视频以来，在Seeking Alpha报道PayPal的62篇文章中，还没有一篇“看跌”的文章被写出来。主要原因是 PayPal 的说法如此吸引人，以至于估值数字要么被忽视，要么围绕这些数字的假设不切实际。</blockquote></p><p> In this article, I'm going to share my current PayPal valuation based on earnings and earnings growth projections. I'll also share what I consider to be a fair value range for PayPal stock, and the price I would be looking to buy with a margin of safety. This is the same basic process I used to determine that PayPal stock was overvalued back in February of 2021.</p><p><blockquote>在本文中，我将分享我当前基于盈利和盈利增长预测的PayPal估值。我还将分享我认为PayPal股票的公允价值范围，以及我希望在安全边际下购买的价格。这与我在 2021 年 2 月确定PayPal股票被高估的基本过程相同。</blockquote></p><p> <b>Full-Cycle Earnings Analysis</b></p><p><blockquote><b>全周期盈利分析</b></blockquote></p><p> As part of the analysis, I calculate what I consider to be the two main drivers of future total returns: Market sentiment returns and business returns. I then combine those expected returns together in the form of a 10-year CAGR expectation and use that to value the stock.</p><p><blockquote>作为分析的一部分，我计算了我认为未来总回报的两个主要驱动因素：市场情绪回报和业务回报。然后，我将这些预期回报以 10 年 CAGR 预期的形式组合在一起，并用它来估值股票。</blockquote></p><p> Before I begin this analysis, I always check the business's long-term earnings patterns in order to ensure that the business is a proper fit for this sort of analysis. If the historical earnings 1) don't have a long enough history 2) are erratic in nature, or 3) are too cyclical, then I either avoid analyzing the stock altogether or I use a different type of analysis that is more appropriate.</p><p><blockquote>在我开始这种分析之前，我总是检查企业的长期盈利模式，以确保企业适合这种分析。如果历史收益 1) 没有足够长的历史 2) 本质上不稳定，或者 3) 周期性太强，那么我要么完全避免分析股票，要么使用更合适的不同类型的分析。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/70078307e65a5a1d0e37f9e70b726b77\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> We can see that since 2015 PayPal's earnings per share have increased every single year. This is a clear secular growth pattern and it makes the stock very attractive as a long-term investment. Since 2015 there haven't been any negative earnings growth years so the stock is likely a good fit for the type of earnings analysis I'm going to perform. One important question to ask, though, is that while we did have a brief recession in 2020, it was a very unusual one. It's possible that PayPal's business could be more economically sensitive during a longer, more drawn-out recession. So, that is a risk. However, when I examined how eBay (EBAY) performed in the 2008/9 recession, its earnings growth was basically flat, and never went negative. If I had to make a guess, I think PayPal's earnings growth rate would probably decline during a \"normal\" recession, but still wouldn't be especially cyclical. For those reasons, I'm going to go ahead with my Full-Cycle Earnings Analysis even though we don't have hard historical data from \"normal\" recession for PayPal.</p><p><blockquote>我们可以看到，自2015年以来，PayPal的每股收益每年都在增长。这是一个明确的长期增长模式，这使得该股作为长期投资非常有吸引力。自 2015 年以来，还没有出现过任何盈利负增长的年份，因此该股可能非常适合我要进行的盈利分析类型。不过，要问的一个重要问题是，虽然我们在2020年确实经历了短暂的衰退，但这是一次非常不寻常的衰退。在更长时间、更持久的衰退期间，PayPal 的业务可能会对经济更加敏感。所以，这是一个风险。然而，当我考察易贝（eBay）在2008/9年经济衰退中的表现时，其盈利增长基本持平，从未出现负增长。如果让我猜测的话，我认为PayPal的盈利增长率可能会在“正常”衰退期间下降，但仍然不会特别具有周期性。出于这些原因，我将继续进行我的全周期盈利分析，即使我们没有PayPal“正常”衰退的确切历史数据。</blockquote></p><p> <b>Market Sentiment Return Expectations</b></p><p><blockquote><b>市场情绪回报预期</b></blockquote></p><p></p><p> In order to estimate what sort of returns we might expect over the next 10 years, let's begin by examining what return we could expect 10 years from now if the P/E multiple were to revert to its mean from the previous economic cycle. Since we have had a recent recession (albeit an unusual one) I'm starting this cycle in fiscal year 2015 and running it through 2021's estimates.</p><p><blockquote>为了估算未来10年我们可能预期的回报，让我们首先研究一下，如果市盈率恢复到上一个经济周期的平均值，10年后我们可能预期的回报。由于我们最近经历了一场衰退（尽管是一次不寻常的衰退），我将在2015财年开始这个周期，并在2021年的预测中运行。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e36d2c3455962a02d96b8c88c32eadce\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> PayPal's average P/E from 2015 to the present has been a healthy 34.11 (the blue bar circled in gold on the FAST Graph). Using 2021's forward earnings estimates of $4.60 (also circled in gold), PayPal has a current P/E of 40.73. If that 40.73 P/E were to revert to the average P/E of 34.11 over the course of the next 10 years and everything else was held the same, PayPal's price would fall and it would produce a 10-Year CAGR of<b>-1.75%</b>. That's the annual return we can expect from sentiment mean reversion if it takes ten years to revert. If it takes less time to revert, the price could fall faster.</p><p><blockquote>从2015年到现在，PayPal的平均市盈率一直是健康的34.11（快速图上用金色圈出的蓝色条）。使用 2021 年的预期盈利 4.60 美元（也用金色圈出），PayPal目前的市盈率为 40.73。如果40.73市盈率在未来10年内恢复到34.11的平均市盈率，而其他条件保持不变，PayPal的价格将会下降，10年CAGR将为<b>-1.75%</b>如果情绪均值回归需要十年时间，这就是我们可以从情绪均值回归中预期的年回报。如果恢复时间短，价格可能会下跌得更快。</blockquote></p><p> <b>Business Earnings Expectations</b></p><p><blockquote><b>业务盈利预期</b></blockquote></p><p> We previously examined what would happen if market sentiment reverted to the mean. This is entirely determined by the mood of the market and is quite often disconnected, or only loosely connected, to the performance of the actual business. In this section, we will examine the actual earnings of the business. The goal here is simple: We want to know how much money we would earn (expressed in the form of a CAGR %) over the course of 10 years if we bought the business at today's prices and kept all of the earnings for ourselves.</p><p><blockquote>我们之前研究了如果市场情绪回归均值会发生什么。这完全由市场情绪决定，并且经常与实际业务的表现脱节，或者只是松散的联系。在本节中，我们将考察企业的实际收入。这里的目标很简单：我们想知道，如果我们以今天的价格收购业务并将所有收入留给自己，我们在10年内会赚多少钱（以CAGR%的形式表示）。</blockquote></p><p> There are two main components of this: the first is the earnings yield and the second is the rate at which the earnings can be expected to grow. Let's start with the earnings yield (which is an inverted P/E ratio, so, the Earnings/Price ratio). The current earnings yield is about +2.46%. The way I like to think about this is, if I bought the company's whole business right now for $100, I would earn $2.46 per year on my investment if earnings remained the same for the next 10 years.</p><p><blockquote>这有两个主要组成部分：第一个是收益收益率，第二个是预期收益增长率。让我们从市盈率（这是一个倒置的市盈率，因此，市盈率/市盈率）开始。目前的市盈率约为+2.46%。我喜欢这样想，如果我现在以100美元收购该公司的整个业务，如果未来10年收益保持不变，我每年将从投资中获得2.46美元。</blockquote></p><p> The next step is to estimate the company's earnings growth during this time period. I do that by figuring out at what rate earnings grew during the last cycle and applying that rate to the next 10 years. This involves calculating the EPS growth rate since 2015, taking into account each year's EPS growth or decline, and then backing out any share buybacks that occurred over that time period (because reducing shares will increase the EPS due to fewer shares).</p><p><blockquote>下一步是估算公司在此期间的盈利增长。我通过计算上一个周期的收益增长率，并将该增长率应用于未来 10 年来做到这一点。这包括计算2015年以来的每股收益增长率，考虑每年的每股收益增长或下降，然后退出该时间段内发生的任何股票回购（因为减少股票会增加每股收益，因为股票减少）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f31b7d8ed5f59c82c2531cc686324d1a\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Due to the scale of the graph, the buybacks look much bigger than they actually are, and there isn't much to adjust here. Additionally, since PayPal has grown earnings every year there are no earnings growth declines to adjust for either. This makes estimating PayPal's earnings growth a relatively straightforward affair, and I estimate PayPal's earnings growth at about +23.65%.</p><p><blockquote>由于图表的比例，回购看起来比实际大得多，这里没有太多需要调整的地方。此外，由于PayPal的盈利每年都在增长，因此两者都不需要盈利增长下降来调整。这使得估计 PayPal 的盈利增长变得相对简单，我估计 PayPal 的盈利增长约为 +23.65%。</blockquote></p><p> Now, this is the point where my conservatism when it comes to asking myself \"What is a reasonable expectation, for valuation purposes, going forward 10 years?\" It is very, very difficult for businesses to grow earnings over 20% per year for a full decade (particularly if they have already been doing that the previous decade). For that reason, I cap all of my long-term forward earnings growth estimates when using them for valuation purposes at 20%. This is simply a way to help keep me from overpaying for a stock when their P/E multiple is likely to contract over time. So, for this valuation exercise, I am limiting my earnings growth assumption to 20%.</p><p><blockquote>现在，这就是我的保守主义在问自己“出于估值目的，未来 10 年的合理预期是多少？”对于企业来说，在整整十年内每年增长超过20%的收益是非常非常困难的（特别是如果他们在过去十年中已经这样做了）。因此，我在将所有长期远期盈利增长预测用于估值时，将其上限设定为 20%。当股票的市盈率可能会随着时间的推移而收缩时，这只是一种帮助我避免为股票支付过高的费用的方法。因此，对于这次估值练习，我将盈利增长假设限制在 20%。</blockquote></p><p> Next, I'll apply that growth rate to current earnings, looking forward 10 years in order to get a final 10-year CAGR estimate. The way I think about this is, if I bought PayPal's whole business for $100, it would pay me back $2.46 plus +20.00% growth the first year, and that amount would grow at +20.00% per year for 10 years after that. I want to know how much money I would have in total at the end of 10 years on my $100 investment, which I calculate to be about $176.50 (including the original $100). When I plug that growth into a CAGR calculator, that translates to a<b>+5.85%</b>10-year CAGR estimate for the expected business earnings returns.</p><p><blockquote>接下来，我将把这个增长率应用于当前的收益，展望10年，以获得最终的10年CAGR估计。我的想法是，如果我花100美元收购PayPal的整个业务，它将在第一年偿还我2.46美元，外加+20.00%的增长率，此后10年，这笔金额将以+20.00%的速度每年增长。我想知道10年后我的100美元投资总共有多少钱，我计算大约是176.50美元（包括最初的100美元）。当我把增长率输入复合年增长率计算器时，就会转化为<b>+5.85%</b>预期业务收益回报的 10 年复合年增长率估计。</blockquote></p><p> <b>10-Year, Full-Cycle CAGR Estimate</b></p><p><blockquote><b>10 年全周期复合年增长率估计</b></blockquote></p><p></p><p> Potential future returns can come from two main places: market sentiment returns or business earnings returns. If we assume that market sentiment reverts to the mean from the last cycle over the next 10 years for PayPal, it will produce a -1.75% CAGR. If the earnings yield and growth are similar to the last cycle, the company should produce somewhere around a +5.85% 10-year CAGR. If we put the two together, we get an expected 10-year, full-cycle CAGR of<b>+4.10%</b>at today's price.</p><p><blockquote>潜在的未来回报可以来自两个主要来源：市场情绪回报或企业盈利回报。如果我们假设市场情绪在未来 10 年内恢复到上一个周期的平均值，那么PayPal的复合年增长率将达到 -1.75%。如果盈利收益率和增长与上一个周期相似，该公司的 10 年复合年增长率应该在 +5.85% 左右。如果我们把两者放在一起，我们得到的预期10年全周期CAGR为<b>+4.10%</b>以今天的价格。</blockquote></p><p> My Buy/Sell/Hold range for this category of stocks is: above a 12% CAGR is a Buy, below a 4% expected CAGR is a Sell, and in between 4% and 12% is a Hold. This puts PayPal stock just barely into the \"Hold\" category at today's price level.</p><p><blockquote>我对这类股票的买入/卖出/持有范围是：高于12%的CAGR是买入，低于4%的预期CAGR是卖出，4%到12%之间是持有。这使得PayPal股票在今天的价格水平上勉强进入“持有”类别。</blockquote></p><p> <b>Additional Considerations</b></p><p><blockquote><b>其他注意事项</b></blockquote></p><p> I consider PayPal one of the highest quality growth stocks in the market right now, which is why I've been monitoring its valuation relatively closely. In this section I'm going to share my fair value range for PayPal along with the price I would be willing to buy the stock with a margin of safety based on earnings, and also the price I would consider buying using a more aggressive and less conservative valuation approach. So, I'm going to look at PayPal's valuation from a variety of different perspectives to give us a clearer view of what might be an appropriate price to pay for the stock.</p><p><blockquote>我认为PayPal是目前市场上质量最高的成长型股票之一，这就是为什么我一直相对密切地关注其估值。在本节中，我将分享我对PayPal的公允价值范围，以及我愿意根据收益购买具有安全边际的股票的价格，以及我考虑使用更激进和不太保守的估值方法购买的价格。因此，我将从各种不同的角度来看待 PayPal 的估值，以便我们更清楚地了解购买该股票的合适价格。</blockquote></p><p> First, I'll start with my buy price and fair value range using the same assumptions and inputs I used in this article. If we use all of those same inputs my current fair value range for PayPal is about $126.50 to $164.00 per share. My current buy price that includes a margin of safety is $112.10. Investors who buy below that price have very good odds of great returns over the medium-term with the stock.</p><p><blockquote>首先，我将使用我在本文中使用的相同假设和输入，从我的购买价格和公允价值范围开始。如果我们使用所有这些相同的输入，我目前对PayPal的公允价值范围约为每股 126.50 美元至 164.00 美元。我目前的购买价格（包括安全边际）是 112.10 美元。低于该价格购买的投资者很有可能在中期内获得股票的丰厚回报。</blockquote></p><p> Once we get into the new year and 2022, I'll start pulling forward PayPal's 2022 earnings for my estimates. Right now, analysts expect $5.25 per share from earnings in 2022. That will improve PayPal's valuation a lot if the rest of their metrics remain the same, and it would raise their fair value range up to $145.00 to $187.50 dollars per share with a margin of safety buy price at $128.00 per share. This, of course, assumes analysts keep their estimates for 2022 in place and don't lower them over the next couple of months. It also means, based on future earnings, that in a month or two if PayPal keeps trading near its current price, it is already in the top end of a \"fair value\" price range. This might be a further reason for current owners to keep holding.</p><p><blockquote>一旦我们进入新的一年和 2022 年，我将开始提前预测 PayPal 2022 年的收益。目前，分析师预计 2022 年每股收益为 5.25 美元。如果 PayPal 的其他指标保持不变，这将大大提高 PayPal 的估值，并将其公允价值范围提高到每股 145.00 美元至 187.50 美元，安全边际买入价为每股 128.00 美元。当然，这是假设分析师保持对 2022 年的预期不变，并且在未来几个月内不会降低预期。这还意味着，根据未来的收益，如果PayPal在一两个月内继续在当前价格附近交易价格，它就已经处于“公允价值”价格范围的上端。这可能是当前所有者继续持有的另一个原因。</blockquote></p><p> The Full-Cycle Earnings analysis I used in this article is not the only type of analysis I use. For certain rare businesses with fast profit growth dynamics, I recently developed a new analysis to help identify fast-growing businesses that might never become cheap enough to buy based on earnings alone. The methods of this analysis are exclusive to my private service, The Cyclical Investor's Club, but since PayPal's profit growth is very strong, it actually qualifies for this type of analysis, too, and I thought I would at least share the sort of \"buy price\" that analysis produces because it's a little more aggressive than the earnings-based analysis.</p><p><blockquote>我在本文中使用的全周期收益分析并不是我使用的唯一类型的分析。对于某些具有快速利润增长势头的罕见企业，我最近开发了一种新的分析，以帮助识别快速增长的企业，这些企业可能永远不会变得便宜到仅仅根据收益来收购。这种分析方法是我的私人服务周期投资者俱乐部独有的，但由于 PayPal 的利润增长非常强劲，它实际上也有资格进行这种类型的分析，我想我至少会分享那种“买入价格”分析产生的，因为它比基于收益的分析更激进一些。</blockquote></p><p> When I examine PayPal using the profit growth analysis, it produces a buy price of $144.90. I find that interesting because if profits keep growing this quarter that price is likely to rise a little bit and put it pretty close to the middle of fair value using next year's earnings using my earnings-based method. This assumes that PayPal's metrics don't deteriorate between now and then, and there would be some technical requirements PayPal would have to meet as well, but I think the odds are good that by February of 2022 I could be a buyer of PayPal stock, approximately one year after I warned investors about its high valuation. It's going to be very interesting to see how it turns out.</p><p><blockquote>当我使用利润增长分析法检查PayPal时，它产生的买入价为 144.90 美元。我觉得这很有趣，因为如果本季度利润继续增长，价格可能会上涨一点，并使用我基于收益的方法，使用明年的收益，使其非常接近公允价值的中间位置。这是假设 PayPal 的指标从现在到那时不会恶化，并且PayPal也必须满足一些技术要求，但我认为到 2022 年 2 月，我很有可能成为PayPal股票的买家，大约一年后我就其高估值向投资者发出警告。看看结果会很有趣。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> I think PayPal's 2021 decline is an interesting and useful case study that goes beyond PayPal itself. The sort of decline we've seen in PayPal's stock price this year was entirely predictable and there are many other richly valued technology stocks that will experience a similar decline, likely in 2022 for most of them. For investors who are overweight these types of stocks, now is probably a time to consider diversifying in order to help keep the gains they have experienced the past couple of years. While there will be some overvalued stocks that simply stagnate for several years and go nowhere, and a rare few that manage to keep rising, the vast majority will experience declines like PayPal has experienced.</p><p><blockquote>我认为PayPal 2021年的下滑是一个有趣且有用的案例研究，超越了PayPal本身。我们今年看到的 PayPal 股价下跌是完全可以预见的，还有许多其他高估值科技股也会经历类似的下跌，其中大多数可能会在 2022 年下跌。对于跑赢大盘这类股票的投资者来说，现在可能是考虑多元化投资的时候了，以帮助保持过去几年的收益。虽然会有一些被高估的股票简单地停滞几年而一事无成，也有少数股票设法保持上涨，但绝大多数股票将经历像PayPal所经历的那样的下跌。</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>PayPal's Recent Price Decline Will Eventually Happen To Nearly All Overvalued Technology Stocks<blockquote>PayPal 最近的价格下跌最终将发生在几乎所有被高估的科技股上</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPayPal's Recent Price Decline Will Eventually Happen To Nearly All Overvalued Technology Stocks<blockquote>PayPal 最近的价格下跌最终将发生在几乎所有被高估的科技股上</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-14 11:43</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>PayPal stock is down over -35% off this year's highs, and the stock still isn't cheap.</li>  <li>I warned investors back in February of 2021 that PayPal was extremely overvalued and worth selling.</li>  <li>That warning could have been issued for dozens and dozens of overvalued technology stocks that still have over -50% downside from here within the next 3 years.</li>  <li>PayPal remains a great company that I would like to own, so I analyze the stock in order to establish I price at which I'd be willing to buy it.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/847095b0be294275f55f7e8f700d56b4\" tg-width=\"1536\" tg-height=\"1229\" width=\"100%\" height=\"auto\"><span>BsWei/iStock via Getty Images</span></p><p><blockquote><ul><li>PayPal股价较今年高点下跌了-35%以上，而且该股仍然不便宜。</li><li>我早在 2021 年 2 月就警告投资者，PayPal被严重高估，值得出售。</li><li>这一警告可能是针对数十只被高估的科技股发出的，这些股票在未来 3 年内仍有超过 -50% 的下跌空间。</li><li>PayPal仍然是一家我想拥有的伟大公司，所以我分析了这只股票，以确定我愿意购买它的价格。</li></ul><p class=\"t-img-caption\"><span>BsWei/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Introduction</b></p><p><blockquote><b>介绍</b></blockquote></p><p> Back on February 6th, 2021, I made a video where I shared with investors why PayPal (PYPL) stock was overvalued enough to sell. I shared that video on my Seeking Alpha bloghere. Since that time, PayPal has performed poorly both on an absolute basis and relative to the S&amp;P 500 (SPY).</p><p><blockquote>早在 2021 年 2 月 6 日，我制作了一个视频，与投资者分享了为什么PayPal (PYPL) 股票被高估到足以出售。我在我的寻求阿尔法博客上分享了那个视频。从那时起，PayPal无论从绝对角度还是相对于标普500（SPDR标普500指数ETF）来说都表现不佳。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8252b7218af36cce8b5a591f56abaecd\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> The stock price is down about -30% since I warned investors and down about -38% off its high price of the year.</p><p><blockquote>自从我警告投资者以来，股价已下跌约 -30%，较今年最高价下跌约 -38%。</blockquote></p><p> The truth is that I could have issued the same warning about many other technology stocks that had become overvalued, but PayPal was one that I actually wanted to buy if the price ever fell to a reasonable level. It was a case where there was absolutely nothing wrong with the company. There was no bad story to tell. The price had simply gotten insanely overvalued. It didn't matter how good the story around PayPal was back in February. Numbers almost always trump narrative over the long-term. And the numbers back then didn't make sense.</p><p><blockquote>事实是，我本可以对许多其他被高估的科技股发出同样的警告，但如果价格跌至合理水平，我实际上想买入PayPal。这是一个公司绝对没有任何问题的案例。没有什么不好的故事可以讲。价格已经被疯狂高估了。二月份围绕PayPal的故事有多好并不重要。从长远来看，数字几乎总是胜过叙述。当时的数字毫无意义。</blockquote></p><p> This should be an important lesson for medium and long-term investors. If the numbers don't work, it doesn't matter what the story is.</p><p><blockquote>这对于中长期投资者来说，应该是一个重要的教训。如果数字不起作用，故事是什么并不重要。</blockquote></p><p> The difficultly for a stock writer like myself is that investors<i>love</i>narratives and stories. It's not our fault. Our human brains are hardwired that way. Since I shared my bearish February PayPal video, out of 62 articles on Seeking Alpha covering PayPal, there hasn't been a single \"Bearish\" article written. The primary reason for that is because PayPal's narrative was so appealing that valuation numbers were either ignored, or the assumptions around the numbers were not realistic.</p><p><blockquote>对于像我这样的股票作家来说，困难在于投资者<i>爱</i>叙事和故事。这不是我们的错。我们人类的大脑是这样硬连线的。自从我分享了我的2月份PayPal看跌视频以来，在Seeking Alpha报道PayPal的62篇文章中，还没有一篇“看跌”的文章被写出来。主要原因是 PayPal 的说法如此吸引人，以至于估值数字要么被忽视，要么围绕这些数字的假设不切实际。</blockquote></p><p> In this article, I'm going to share my current PayPal valuation based on earnings and earnings growth projections. I'll also share what I consider to be a fair value range for PayPal stock, and the price I would be looking to buy with a margin of safety. This is the same basic process I used to determine that PayPal stock was overvalued back in February of 2021.</p><p><blockquote>在本文中，我将分享我当前基于盈利和盈利增长预测的PayPal估值。我还将分享我认为PayPal股票的公允价值范围，以及我希望在安全边际下购买的价格。这与我在 2021 年 2 月确定PayPal股票被高估的基本过程相同。</blockquote></p><p> <b>Full-Cycle Earnings Analysis</b></p><p><blockquote><b>全周期盈利分析</b></blockquote></p><p> As part of the analysis, I calculate what I consider to be the two main drivers of future total returns: Market sentiment returns and business returns. I then combine those expected returns together in the form of a 10-year CAGR expectation and use that to value the stock.</p><p><blockquote>作为分析的一部分，我计算了我认为未来总回报的两个主要驱动因素：市场情绪回报和业务回报。然后，我将这些预期回报以 10 年 CAGR 预期的形式组合在一起，并用它来估值股票。</blockquote></p><p> Before I begin this analysis, I always check the business's long-term earnings patterns in order to ensure that the business is a proper fit for this sort of analysis. If the historical earnings 1) don't have a long enough history 2) are erratic in nature, or 3) are too cyclical, then I either avoid analyzing the stock altogether or I use a different type of analysis that is more appropriate.</p><p><blockquote>在我开始这种分析之前，我总是检查企业的长期盈利模式，以确保企业适合这种分析。如果历史收益 1) 没有足够长的历史 2) 本质上不稳定，或者 3) 周期性太强，那么我要么完全避免分析股票，要么使用更合适的不同类型的分析。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/70078307e65a5a1d0e37f9e70b726b77\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> We can see that since 2015 PayPal's earnings per share have increased every single year. This is a clear secular growth pattern and it makes the stock very attractive as a long-term investment. Since 2015 there haven't been any negative earnings growth years so the stock is likely a good fit for the type of earnings analysis I'm going to perform. One important question to ask, though, is that while we did have a brief recession in 2020, it was a very unusual one. It's possible that PayPal's business could be more economically sensitive during a longer, more drawn-out recession. So, that is a risk. However, when I examined how eBay (EBAY) performed in the 2008/9 recession, its earnings growth was basically flat, and never went negative. If I had to make a guess, I think PayPal's earnings growth rate would probably decline during a \"normal\" recession, but still wouldn't be especially cyclical. For those reasons, I'm going to go ahead with my Full-Cycle Earnings Analysis even though we don't have hard historical data from \"normal\" recession for PayPal.</p><p><blockquote>我们可以看到，自2015年以来，PayPal的每股收益每年都在增长。这是一个明确的长期增长模式，这使得该股作为长期投资非常有吸引力。自 2015 年以来，还没有出现过任何盈利负增长的年份，因此该股可能非常适合我要进行的盈利分析类型。不过，要问的一个重要问题是，虽然我们在2020年确实经历了短暂的衰退，但这是一次非常不寻常的衰退。在更长时间、更持久的衰退期间，PayPal 的业务可能会对经济更加敏感。所以，这是一个风险。然而，当我考察易贝（eBay）在2008/9年经济衰退中的表现时，其盈利增长基本持平，从未出现负增长。如果让我猜测的话，我认为PayPal的盈利增长率可能会在“正常”衰退期间下降，但仍然不会特别具有周期性。出于这些原因，我将继续进行我的全周期盈利分析，即使我们没有PayPal“正常”衰退的确切历史数据。</blockquote></p><p> <b>Market Sentiment Return Expectations</b></p><p><blockquote><b>市场情绪回报预期</b></blockquote></p><p></p><p> In order to estimate what sort of returns we might expect over the next 10 years, let's begin by examining what return we could expect 10 years from now if the P/E multiple were to revert to its mean from the previous economic cycle. Since we have had a recent recession (albeit an unusual one) I'm starting this cycle in fiscal year 2015 and running it through 2021's estimates.</p><p><blockquote>为了估算未来10年我们可能预期的回报，让我们首先研究一下，如果市盈率恢复到上一个经济周期的平均值，10年后我们可能预期的回报。由于我们最近经历了一场衰退（尽管是一次不寻常的衰退），我将在2015财年开始这个周期，并在2021年的预测中运行。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e36d2c3455962a02d96b8c88c32eadce\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> PayPal's average P/E from 2015 to the present has been a healthy 34.11 (the blue bar circled in gold on the FAST Graph). Using 2021's forward earnings estimates of $4.60 (also circled in gold), PayPal has a current P/E of 40.73. If that 40.73 P/E were to revert to the average P/E of 34.11 over the course of the next 10 years and everything else was held the same, PayPal's price would fall and it would produce a 10-Year CAGR of<b>-1.75%</b>. That's the annual return we can expect from sentiment mean reversion if it takes ten years to revert. If it takes less time to revert, the price could fall faster.</p><p><blockquote>从2015年到现在，PayPal的平均市盈率一直是健康的34.11（快速图上用金色圈出的蓝色条）。使用 2021 年的预期盈利 4.60 美元（也用金色圈出），PayPal目前的市盈率为 40.73。如果40.73市盈率在未来10年内恢复到34.11的平均市盈率，而其他条件保持不变，PayPal的价格将会下降，10年CAGR将为<b>-1.75%</b>如果情绪均值回归需要十年时间，这就是我们可以从情绪均值回归中预期的年回报。如果恢复时间短，价格可能会下跌得更快。</blockquote></p><p> <b>Business Earnings Expectations</b></p><p><blockquote><b>业务盈利预期</b></blockquote></p><p> We previously examined what would happen if market sentiment reverted to the mean. This is entirely determined by the mood of the market and is quite often disconnected, or only loosely connected, to the performance of the actual business. In this section, we will examine the actual earnings of the business. The goal here is simple: We want to know how much money we would earn (expressed in the form of a CAGR %) over the course of 10 years if we bought the business at today's prices and kept all of the earnings for ourselves.</p><p><blockquote>我们之前研究了如果市场情绪回归均值会发生什么。这完全由市场情绪决定，并且经常与实际业务的表现脱节，或者只是松散的联系。在本节中，我们将考察企业的实际收入。这里的目标很简单：我们想知道，如果我们以今天的价格收购业务并将所有收入留给自己，我们在10年内会赚多少钱（以CAGR%的形式表示）。</blockquote></p><p> There are two main components of this: the first is the earnings yield and the second is the rate at which the earnings can be expected to grow. Let's start with the earnings yield (which is an inverted P/E ratio, so, the Earnings/Price ratio). The current earnings yield is about +2.46%. The way I like to think about this is, if I bought the company's whole business right now for $100, I would earn $2.46 per year on my investment if earnings remained the same for the next 10 years.</p><p><blockquote>这有两个主要组成部分：第一个是收益收益率，第二个是预期收益增长率。让我们从市盈率（这是一个倒置的市盈率，因此，市盈率/市盈率）开始。目前的市盈率约为+2.46%。我喜欢这样想，如果我现在以100美元收购该公司的整个业务，如果未来10年收益保持不变，我每年将从投资中获得2.46美元。</blockquote></p><p> The next step is to estimate the company's earnings growth during this time period. I do that by figuring out at what rate earnings grew during the last cycle and applying that rate to the next 10 years. This involves calculating the EPS growth rate since 2015, taking into account each year's EPS growth or decline, and then backing out any share buybacks that occurred over that time period (because reducing shares will increase the EPS due to fewer shares).</p><p><blockquote>下一步是估算公司在此期间的盈利增长。我通过计算上一个周期的收益增长率，并将该增长率应用于未来 10 年来做到这一点。这包括计算2015年以来的每股收益增长率，考虑每年的每股收益增长或下降，然后退出该时间段内发生的任何股票回购（因为减少股票会增加每股收益，因为股票减少）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f31b7d8ed5f59c82c2531cc686324d1a\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Due to the scale of the graph, the buybacks look much bigger than they actually are, and there isn't much to adjust here. Additionally, since PayPal has grown earnings every year there are no earnings growth declines to adjust for either. This makes estimating PayPal's earnings growth a relatively straightforward affair, and I estimate PayPal's earnings growth at about +23.65%.</p><p><blockquote>由于图表的比例，回购看起来比实际大得多，这里没有太多需要调整的地方。此外，由于PayPal的盈利每年都在增长，因此两者都不需要盈利增长下降来调整。这使得估计 PayPal 的盈利增长变得相对简单，我估计 PayPal 的盈利增长约为 +23.65%。</blockquote></p><p> Now, this is the point where my conservatism when it comes to asking myself \"What is a reasonable expectation, for valuation purposes, going forward 10 years?\" It is very, very difficult for businesses to grow earnings over 20% per year for a full decade (particularly if they have already been doing that the previous decade). For that reason, I cap all of my long-term forward earnings growth estimates when using them for valuation purposes at 20%. This is simply a way to help keep me from overpaying for a stock when their P/E multiple is likely to contract over time. So, for this valuation exercise, I am limiting my earnings growth assumption to 20%.</p><p><blockquote>现在，这就是我的保守主义在问自己“出于估值目的，未来 10 年的合理预期是多少？”对于企业来说，在整整十年内每年增长超过20%的收益是非常非常困难的（特别是如果他们在过去十年中已经这样做了）。因此，我在将所有长期远期盈利增长预测用于估值时，将其上限设定为 20%。当股票的市盈率可能会随着时间的推移而收缩时，这只是一种帮助我避免为股票支付过高的费用的方法。因此，对于这次估值练习，我将盈利增长假设限制在 20%。</blockquote></p><p> Next, I'll apply that growth rate to current earnings, looking forward 10 years in order to get a final 10-year CAGR estimate. The way I think about this is, if I bought PayPal's whole business for $100, it would pay me back $2.46 plus +20.00% growth the first year, and that amount would grow at +20.00% per year for 10 years after that. I want to know how much money I would have in total at the end of 10 years on my $100 investment, which I calculate to be about $176.50 (including the original $100). When I plug that growth into a CAGR calculator, that translates to a<b>+5.85%</b>10-year CAGR estimate for the expected business earnings returns.</p><p><blockquote>接下来，我将把这个增长率应用于当前的收益，展望10年，以获得最终的10年CAGR估计。我的想法是，如果我花100美元收购PayPal的整个业务，它将在第一年偿还我2.46美元，外加+20.00%的增长率，此后10年，这笔金额将以+20.00%的速度每年增长。我想知道10年后我的100美元投资总共有多少钱，我计算大约是176.50美元（包括最初的100美元）。当我把增长率输入复合年增长率计算器时，就会转化为<b>+5.85%</b>预期业务收益回报的 10 年复合年增长率估计。</blockquote></p><p> <b>10-Year, Full-Cycle CAGR Estimate</b></p><p><blockquote><b>10 年全周期复合年增长率估计</b></blockquote></p><p></p><p> Potential future returns can come from two main places: market sentiment returns or business earnings returns. If we assume that market sentiment reverts to the mean from the last cycle over the next 10 years for PayPal, it will produce a -1.75% CAGR. If the earnings yield and growth are similar to the last cycle, the company should produce somewhere around a +5.85% 10-year CAGR. If we put the two together, we get an expected 10-year, full-cycle CAGR of<b>+4.10%</b>at today's price.</p><p><blockquote>潜在的未来回报可以来自两个主要来源：市场情绪回报或企业盈利回报。如果我们假设市场情绪在未来 10 年内恢复到上一个周期的平均值，那么PayPal的复合年增长率将达到 -1.75%。如果盈利收益率和增长与上一个周期相似，该公司的 10 年复合年增长率应该在 +5.85% 左右。如果我们把两者放在一起，我们得到的预期10年全周期CAGR为<b>+4.10%</b>以今天的价格。</blockquote></p><p> My Buy/Sell/Hold range for this category of stocks is: above a 12% CAGR is a Buy, below a 4% expected CAGR is a Sell, and in between 4% and 12% is a Hold. This puts PayPal stock just barely into the \"Hold\" category at today's price level.</p><p><blockquote>我对这类股票的买入/卖出/持有范围是：高于12%的CAGR是买入，低于4%的预期CAGR是卖出，4%到12%之间是持有。这使得PayPal股票在今天的价格水平上勉强进入“持有”类别。</blockquote></p><p> <b>Additional Considerations</b></p><p><blockquote><b>其他注意事项</b></blockquote></p><p> I consider PayPal one of the highest quality growth stocks in the market right now, which is why I've been monitoring its valuation relatively closely. In this section I'm going to share my fair value range for PayPal along with the price I would be willing to buy the stock with a margin of safety based on earnings, and also the price I would consider buying using a more aggressive and less conservative valuation approach. So, I'm going to look at PayPal's valuation from a variety of different perspectives to give us a clearer view of what might be an appropriate price to pay for the stock.</p><p><blockquote>我认为PayPal是目前市场上质量最高的成长型股票之一，这就是为什么我一直相对密切地关注其估值。在本节中，我将分享我对PayPal的公允价值范围，以及我愿意根据收益购买具有安全边际的股票的价格，以及我考虑使用更激进和不太保守的估值方法购买的价格。因此，我将从各种不同的角度来看待 PayPal 的估值，以便我们更清楚地了解购买该股票的合适价格。</blockquote></p><p> First, I'll start with my buy price and fair value range using the same assumptions and inputs I used in this article. If we use all of those same inputs my current fair value range for PayPal is about $126.50 to $164.00 per share. My current buy price that includes a margin of safety is $112.10. Investors who buy below that price have very good odds of great returns over the medium-term with the stock.</p><p><blockquote>首先，我将使用我在本文中使用的相同假设和输入，从我的购买价格和公允价值范围开始。如果我们使用所有这些相同的输入，我目前对PayPal的公允价值范围约为每股 126.50 美元至 164.00 美元。我目前的购买价格（包括安全边际）是 112.10 美元。低于该价格购买的投资者很有可能在中期内获得股票的丰厚回报。</blockquote></p><p> Once we get into the new year and 2022, I'll start pulling forward PayPal's 2022 earnings for my estimates. Right now, analysts expect $5.25 per share from earnings in 2022. That will improve PayPal's valuation a lot if the rest of their metrics remain the same, and it would raise their fair value range up to $145.00 to $187.50 dollars per share with a margin of safety buy price at $128.00 per share. This, of course, assumes analysts keep their estimates for 2022 in place and don't lower them over the next couple of months. It also means, based on future earnings, that in a month or two if PayPal keeps trading near its current price, it is already in the top end of a \"fair value\" price range. This might be a further reason for current owners to keep holding.</p><p><blockquote>一旦我们进入新的一年和 2022 年，我将开始提前预测 PayPal 2022 年的收益。目前，分析师预计 2022 年每股收益为 5.25 美元。如果 PayPal 的其他指标保持不变，这将大大提高 PayPal 的估值，并将其公允价值范围提高到每股 145.00 美元至 187.50 美元，安全边际买入价为每股 128.00 美元。当然，这是假设分析师保持对 2022 年的预期不变，并且在未来几个月内不会降低预期。这还意味着，根据未来的收益，如果PayPal在一两个月内继续在当前价格附近交易价格，它就已经处于“公允价值”价格范围的上端。这可能是当前所有者继续持有的另一个原因。</blockquote></p><p> The Full-Cycle Earnings analysis I used in this article is not the only type of analysis I use. For certain rare businesses with fast profit growth dynamics, I recently developed a new analysis to help identify fast-growing businesses that might never become cheap enough to buy based on earnings alone. The methods of this analysis are exclusive to my private service, The Cyclical Investor's Club, but since PayPal's profit growth is very strong, it actually qualifies for this type of analysis, too, and I thought I would at least share the sort of \"buy price\" that analysis produces because it's a little more aggressive than the earnings-based analysis.</p><p><blockquote>我在本文中使用的全周期收益分析并不是我使用的唯一类型的分析。对于某些具有快速利润增长势头的罕见企业，我最近开发了一种新的分析，以帮助识别快速增长的企业，这些企业可能永远不会变得便宜到仅仅根据收益来收购。这种分析方法是我的私人服务周期投资者俱乐部独有的，但由于 PayPal 的利润增长非常强劲，它实际上也有资格进行这种类型的分析，我想我至少会分享那种“买入价格”分析产生的，因为它比基于收益的分析更激进一些。</blockquote></p><p> When I examine PayPal using the profit growth analysis, it produces a buy price of $144.90. I find that interesting because if profits keep growing this quarter that price is likely to rise a little bit and put it pretty close to the middle of fair value using next year's earnings using my earnings-based method. This assumes that PayPal's metrics don't deteriorate between now and then, and there would be some technical requirements PayPal would have to meet as well, but I think the odds are good that by February of 2022 I could be a buyer of PayPal stock, approximately one year after I warned investors about its high valuation. It's going to be very interesting to see how it turns out.</p><p><blockquote>当我使用利润增长分析法检查PayPal时，它产生的买入价为 144.90 美元。我觉得这很有趣，因为如果本季度利润继续增长，价格可能会上涨一点，并使用我基于收益的方法，使用明年的收益，使其非常接近公允价值的中间位置。这是假设 PayPal 的指标从现在到那时不会恶化，并且PayPal也必须满足一些技术要求，但我认为到 2022 年 2 月，我很有可能成为PayPal股票的买家，大约一年后我就其高估值向投资者发出警告。看看结果会很有趣。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> I think PayPal's 2021 decline is an interesting and useful case study that goes beyond PayPal itself. The sort of decline we've seen in PayPal's stock price this year was entirely predictable and there are many other richly valued technology stocks that will experience a similar decline, likely in 2022 for most of them. For investors who are overweight these types of stocks, now is probably a time to consider diversifying in order to help keep the gains they have experienced the past couple of years. While there will be some overvalued stocks that simply stagnate for several years and go nowhere, and a rare few that manage to keep rising, the vast majority will experience declines like PayPal has experienced.</p><p><blockquote>我认为PayPal 2021年的下滑是一个有趣且有用的案例研究，超越了PayPal本身。我们今年看到的 PayPal 股价下跌是完全可以预见的，还有许多其他高估值科技股也会经历类似的下跌，其中大多数可能会在 2022 年下跌。对于跑赢大盘这类股票的投资者来说，现在可能是考虑多元化投资的时候了，以帮助保持过去几年的收益。虽然会有一些被高估的股票简单地停滞几年而一事无成，也有少数股票设法保持上涨，但绝大多数股票将经历像PayPal所经历的那样的下跌。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4474960-paypal-share-price-decline-overvalued-technology-stocks\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal"},"source_url":"https://seekingalpha.com/article/4474960-paypal-share-price-decline-overvalued-technology-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120286910","content_text":"Summary\n\nPayPal stock is down over -35% off this year's highs, and the stock still isn't cheap.\nI warned investors back in February of 2021 that PayPal was extremely overvalued and worth selling.\nThat warning could have been issued for dozens and dozens of overvalued technology stocks that still have over -50% downside from here within the next 3 years.\nPayPal remains a great company that I would like to own, so I analyze the stock in order to establish I price at which I'd be willing to buy it.\n\nBsWei/iStock via Getty Images\nIntroduction\nBack on February 6th, 2021, I made a video where I shared with investors why PayPal (PYPL) stock was overvalued enough to sell. I shared that video on my Seeking Alpha bloghere. Since that time, PayPal has performed poorly both on an absolute basis and relative to the S&P 500 (SPY).\nData by YCharts\nThe stock price is down about -30% since I warned investors and down about -38% off its high price of the year.\nThe truth is that I could have issued the same warning about many other technology stocks that had become overvalued, but PayPal was one that I actually wanted to buy if the price ever fell to a reasonable level. It was a case where there was absolutely nothing wrong with the company. There was no bad story to tell. The price had simply gotten insanely overvalued. It didn't matter how good the story around PayPal was back in February. Numbers almost always trump narrative over the long-term. And the numbers back then didn't make sense.\nThis should be an important lesson for medium and long-term investors. If the numbers don't work, it doesn't matter what the story is.\nThe difficultly for a stock writer like myself is that investorslovenarratives and stories. It's not our fault. Our human brains are hardwired that way. Since I shared my bearish February PayPal video, out of 62 articles on Seeking Alpha covering PayPal, there hasn't been a single \"Bearish\" article written. The primary reason for that is because PayPal's narrative was so appealing that valuation numbers were either ignored, or the assumptions around the numbers were not realistic.\nIn this article, I'm going to share my current PayPal valuation based on earnings and earnings growth projections. I'll also share what I consider to be a fair value range for PayPal stock, and the price I would be looking to buy with a margin of safety. This is the same basic process I used to determine that PayPal stock was overvalued back in February of 2021.\nFull-Cycle Earnings Analysis\nAs part of the analysis, I calculate what I consider to be the two main drivers of future total returns: Market sentiment returns and business returns. I then combine those expected returns together in the form of a 10-year CAGR expectation and use that to value the stock.\nBefore I begin this analysis, I always check the business's long-term earnings patterns in order to ensure that the business is a proper fit for this sort of analysis. If the historical earnings 1) don't have a long enough history 2) are erratic in nature, or 3) are too cyclical, then I either avoid analyzing the stock altogether or I use a different type of analysis that is more appropriate.\n\nWe can see that since 2015 PayPal's earnings per share have increased every single year. This is a clear secular growth pattern and it makes the stock very attractive as a long-term investment. Since 2015 there haven't been any negative earnings growth years so the stock is likely a good fit for the type of earnings analysis I'm going to perform. One important question to ask, though, is that while we did have a brief recession in 2020, it was a very unusual one. It's possible that PayPal's business could be more economically sensitive during a longer, more drawn-out recession. So, that is a risk. However, when I examined how eBay (EBAY) performed in the 2008/9 recession, its earnings growth was basically flat, and never went negative. If I had to make a guess, I think PayPal's earnings growth rate would probably decline during a \"normal\" recession, but still wouldn't be especially cyclical. For those reasons, I'm going to go ahead with my Full-Cycle Earnings Analysis even though we don't have hard historical data from \"normal\" recession for PayPal.\nMarket Sentiment Return Expectations\nIn order to estimate what sort of returns we might expect over the next 10 years, let's begin by examining what return we could expect 10 years from now if the P/E multiple were to revert to its mean from the previous economic cycle. Since we have had a recent recession (albeit an unusual one) I'm starting this cycle in fiscal year 2015 and running it through 2021's estimates.\n\nPayPal's average P/E from 2015 to the present has been a healthy 34.11 (the blue bar circled in gold on the FAST Graph). Using 2021's forward earnings estimates of $4.60 (also circled in gold), PayPal has a current P/E of 40.73. If that 40.73 P/E were to revert to the average P/E of 34.11 over the course of the next 10 years and everything else was held the same, PayPal's price would fall and it would produce a 10-Year CAGR of-1.75%. That's the annual return we can expect from sentiment mean reversion if it takes ten years to revert. If it takes less time to revert, the price could fall faster.\nBusiness Earnings Expectations\nWe previously examined what would happen if market sentiment reverted to the mean. This is entirely determined by the mood of the market and is quite often disconnected, or only loosely connected, to the performance of the actual business. In this section, we will examine the actual earnings of the business. The goal here is simple: We want to know how much money we would earn (expressed in the form of a CAGR %) over the course of 10 years if we bought the business at today's prices and kept all of the earnings for ourselves.\nThere are two main components of this: the first is the earnings yield and the second is the rate at which the earnings can be expected to grow. Let's start with the earnings yield (which is an inverted P/E ratio, so, the Earnings/Price ratio). The current earnings yield is about +2.46%. The way I like to think about this is, if I bought the company's whole business right now for $100, I would earn $2.46 per year on my investment if earnings remained the same for the next 10 years.\nThe next step is to estimate the company's earnings growth during this time period. I do that by figuring out at what rate earnings grew during the last cycle and applying that rate to the next 10 years. This involves calculating the EPS growth rate since 2015, taking into account each year's EPS growth or decline, and then backing out any share buybacks that occurred over that time period (because reducing shares will increase the EPS due to fewer shares).\nData by YCharts\nDue to the scale of the graph, the buybacks look much bigger than they actually are, and there isn't much to adjust here. Additionally, since PayPal has grown earnings every year there are no earnings growth declines to adjust for either. This makes estimating PayPal's earnings growth a relatively straightforward affair, and I estimate PayPal's earnings growth at about +23.65%.\nNow, this is the point where my conservatism when it comes to asking myself \"What is a reasonable expectation, for valuation purposes, going forward 10 years?\" It is very, very difficult for businesses to grow earnings over 20% per year for a full decade (particularly if they have already been doing that the previous decade). For that reason, I cap all of my long-term forward earnings growth estimates when using them for valuation purposes at 20%. This is simply a way to help keep me from overpaying for a stock when their P/E multiple is likely to contract over time. So, for this valuation exercise, I am limiting my earnings growth assumption to 20%.\nNext, I'll apply that growth rate to current earnings, looking forward 10 years in order to get a final 10-year CAGR estimate. The way I think about this is, if I bought PayPal's whole business for $100, it would pay me back $2.46 plus +20.00% growth the first year, and that amount would grow at +20.00% per year for 10 years after that. I want to know how much money I would have in total at the end of 10 years on my $100 investment, which I calculate to be about $176.50 (including the original $100). When I plug that growth into a CAGR calculator, that translates to a+5.85%10-year CAGR estimate for the expected business earnings returns.\n10-Year, Full-Cycle CAGR Estimate\nPotential future returns can come from two main places: market sentiment returns or business earnings returns. If we assume that market sentiment reverts to the mean from the last cycle over the next 10 years for PayPal, it will produce a -1.75% CAGR. If the earnings yield and growth are similar to the last cycle, the company should produce somewhere around a +5.85% 10-year CAGR. If we put the two together, we get an expected 10-year, full-cycle CAGR of+4.10%at today's price.\nMy Buy/Sell/Hold range for this category of stocks is: above a 12% CAGR is a Buy, below a 4% expected CAGR is a Sell, and in between 4% and 12% is a Hold. This puts PayPal stock just barely into the \"Hold\" category at today's price level.\nAdditional Considerations\nI consider PayPal one of the highest quality growth stocks in the market right now, which is why I've been monitoring its valuation relatively closely. In this section I'm going to share my fair value range for PayPal along with the price I would be willing to buy the stock with a margin of safety based on earnings, and also the price I would consider buying using a more aggressive and less conservative valuation approach. So, I'm going to look at PayPal's valuation from a variety of different perspectives to give us a clearer view of what might be an appropriate price to pay for the stock.\nFirst, I'll start with my buy price and fair value range using the same assumptions and inputs I used in this article. If we use all of those same inputs my current fair value range for PayPal is about $126.50 to $164.00 per share. My current buy price that includes a margin of safety is $112.10. Investors who buy below that price have very good odds of great returns over the medium-term with the stock.\nOnce we get into the new year and 2022, I'll start pulling forward PayPal's 2022 earnings for my estimates. Right now, analysts expect $5.25 per share from earnings in 2022. That will improve PayPal's valuation a lot if the rest of their metrics remain the same, and it would raise their fair value range up to $145.00 to $187.50 dollars per share with a margin of safety buy price at $128.00 per share. This, of course, assumes analysts keep their estimates for 2022 in place and don't lower them over the next couple of months. It also means, based on future earnings, that in a month or two if PayPal keeps trading near its current price, it is already in the top end of a \"fair value\" price range. This might be a further reason for current owners to keep holding.\nThe Full-Cycle Earnings analysis I used in this article is not the only type of analysis I use. For certain rare businesses with fast profit growth dynamics, I recently developed a new analysis to help identify fast-growing businesses that might never become cheap enough to buy based on earnings alone. The methods of this analysis are exclusive to my private service, The Cyclical Investor's Club, but since PayPal's profit growth is very strong, it actually qualifies for this type of analysis, too, and I thought I would at least share the sort of \"buy price\" that analysis produces because it's a little more aggressive than the earnings-based analysis.\nWhen I examine PayPal using the profit growth analysis, it produces a buy price of $144.90. I find that interesting because if profits keep growing this quarter that price is likely to rise a little bit and put it pretty close to the middle of fair value using next year's earnings using my earnings-based method. This assumes that PayPal's metrics don't deteriorate between now and then, and there would be some technical requirements PayPal would have to meet as well, but I think the odds are good that by February of 2022 I could be a buyer of PayPal stock, approximately one year after I warned investors about its high valuation. It's going to be very interesting to see how it turns out.\nConclusion\nI think PayPal's 2021 decline is an interesting and useful case study that goes beyond PayPal itself. The sort of decline we've seen in PayPal's stock price this year was entirely predictable and there are many other richly valued technology stocks that will experience a similar decline, likely in 2022 for most of them. For investors who are overweight these types of stocks, now is probably a time to consider diversifying in order to help keep the gains they have experienced the past couple of years. While there will be some overvalued stocks that simply stagnate for several years and go nowhere, and a rare few that manage to keep rising, the vast majority will experience declines like PayPal has experienced.","news_type":1,"symbols_score_info":{"PYPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604132733,"gmtCreate":1639358044085,"gmtModify":1639358044534,"author":{"id":"3547639144615679","authorId":"3547639144615679","name":"Jchptan","avatar":"https://static.tigerbbs.com/d97f1aa10a314dfb46a4e618e4f46ac6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547639144615679","idStr":"3547639144615679"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604132733","repostId":"1171271872","repostType":4,"repost":{"id":"1171271872","kind":"news","pubTimestamp":1639348466,"share":"https://www.laohunote.com/m/news/1171271872?lang=zh_CN&edition=full","pubTime":"2021-12-13 06:34","market":"us","language":"en","title":"Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171271872","media":"Barrons","summary":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and","content":"<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s&nbsp;last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要活动将是美联储利率制定委员会 2021 年的最后一次会议。官员们最近的评论更加鹰派，可能会宣布加速每月资产购买缩减规模的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include&nbsp;Campbell Soup&nbsp;on Tuesday;Lennar,Accenture,FedEx,Rivian&nbsp;Automotive, and&nbsp;Adobe&nbsp;on Thursday; and&nbsp;Darden Restaurants&nbsp;on Friday.</p><p><blockquote>本周的财报很少，但将包括周二的金宝汤；Lenner、埃森哲、联邦快递、Rivian Automotive 和 Adobe 周四；周五的达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的 11 月份生产者价格指数。经济学家预计总体指数环比上涨0.55%，核心PPI上涨0.4%。这两者都将大致与 10 月份的生产者通胀率持平。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment&nbsp;index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他数据还包括周二公布的全国独立企业联合会（National Federation of Independent Businesses）的情绪指数、周三公布的人口普查局（Census Bureau）的 11 月份零售销售支出以及周四公布的 11 月份房屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>12/13星期一</b></blockquote></p><p> J.Jill&nbsp;and&nbsp;PHX Minerals&nbsp;host earnings conference calls.</p><p><blockquote>J.Jill 和 PHX Minerals 在评级举办盈利会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二 12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and&nbsp;Avaya Holdings&nbsp;host investor days.</p><p><blockquote>Campbell Soup、Barnes Group 和 Avaya Holdings 举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b>&nbsp;Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布了11月份的生产者价格指数。普遍预计环比上涨 0.55%，不包括食品和能源的核心 PPI 将上涨 0.4%。相比之下，10 月份分别增长了 0.6% 和 0.4%。</blockquote></p><p> <b>The National Federation</b>&nbsp;of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数，该指数调查了全国约5000名小企业主。看涨期权的预期读数为98.3，而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>12/15星期三</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束为期两天的会议，政策制定者将讨论加快逐步减少每月证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>BLS报告</b>11月份进出口价格数据。预计出口价格将环比上涨 0.5%，而进口价格将上涨 0.5%。相比之下，10 月份的涨幅分别为 1.5% 和 1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>住宅建筑商发布了12月份的NAHB/富国银行住房市场指数。普遍估计读数为84，而11月份的读数为83。该指数去年底达到90的峰值，房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11 月份零售支出报告。经季节性调整后，预计零售额环比增长 0.7%，而 10 月份为 1.7%。不包括汽车，支出预计增长 0.8%，而上一时期为 1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四 12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、埃森哲、联邦快递、捷普、Adobe、Rivian汽车和诺信等公司在评级举办了财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。经季节性调整后的新屋开工率预计为156.3万套，而10月份为152万套。当房屋开始挖掘时，房屋开始计算。新房建设许可证预计为165.5万份，而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议纪要。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继 10 月份上涨 1.6% 之后，经济学家预计上涨 0.6%。产能利用率预计为 76.8%，与 10 月份的 76.4% 大致持平。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>12/17星期五</b></blockquote></p><p> Steelcase,Darden Restaurants, and&nbsp;Quanex Building Products&nbsp;host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants 和 Quanex Building Products 在评级举办财报会议。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-13 06:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s&nbsp;last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要活动将是美联储利率制定委员会 2021 年的最后一次会议。官员们最近的评论更加鹰派，可能会宣布加速每月资产购买缩减规模的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include&nbsp;Campbell Soup&nbsp;on Tuesday;Lennar,Accenture,FedEx,Rivian&nbsp;Automotive, and&nbsp;Adobe&nbsp;on Thursday; and&nbsp;Darden Restaurants&nbsp;on Friday.</p><p><blockquote>本周的财报很少，但将包括周二的金宝汤；Lenner、埃森哲、联邦快递、Rivian Automotive 和 Adobe 周四；周五的达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的 11 月份生产者价格指数。经济学家预计总体指数环比上涨0.55%，核心PPI上涨0.4%。这两者都将大致与 10 月份的生产者通胀率持平。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment&nbsp;index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他数据还包括周二公布的全国独立企业联合会（National Federation of Independent Businesses）的情绪指数、周三公布的人口普查局（Census Bureau）的 11 月份零售销售支出以及周四公布的 11 月份房屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>12/13星期一</b></blockquote></p><p> J.Jill&nbsp;and&nbsp;PHX Minerals&nbsp;host earnings conference calls.</p><p><blockquote>J.Jill 和 PHX Minerals 在评级举办盈利会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二 12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and&nbsp;Avaya Holdings&nbsp;host investor days.</p><p><blockquote>Campbell Soup、Barnes Group 和 Avaya Holdings 举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b>&nbsp;Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布了11月份的生产者价格指数。普遍预计环比上涨 0.55%，不包括食品和能源的核心 PPI 将上涨 0.4%。相比之下，10 月份分别增长了 0.6% 和 0.4%。</blockquote></p><p> <b>The National Federation</b>&nbsp;of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数，该指数调查了全国约5000名小企业主。看涨期权的预期读数为98.3，而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>12/15星期三</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束为期两天的会议，政策制定者将讨论加快逐步减少每月证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>BLS报告</b>11月份进出口价格数据。预计出口价格将环比上涨 0.5%，而进口价格将上涨 0.5%。相比之下，10 月份的涨幅分别为 1.5% 和 1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>住宅建筑商发布了12月份的NAHB/富国银行住房市场指数。普遍估计读数为84，而11月份的读数为83。该指数去年底达到90的峰值，房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11 月份零售支出报告。经季节性调整后，预计零售额环比增长 0.7%，而 10 月份为 1.7%。不包括汽车，支出预计增长 0.8%，而上一时期为 1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四 12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、埃森哲、联邦快递、捷普、Adobe、Rivian汽车和诺信等公司在评级举办了财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。经季节性调整后的新屋开工率预计为156.3万套，而10月份为152万套。当房屋开始挖掘时，房屋开始计算。新房建设许可证预计为165.5万份，而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议纪要。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继 10 月份上涨 1.6% 之后，经济学家预计上涨 0.6%。产能利用率预计为 76.8%，与 10 月份的 76.4% 大致持平。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>12/17星期五</b></blockquote></p><p> Steelcase,Darden Restaurants, and&nbsp;Quanex Building Products&nbsp;host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants 和 Quanex Building Products 在评级举办财报会议。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LEN":"莱纳建筑公司","RIVN":"Rivian Automotive, Inc.","DRI":"达登饭店",".DJI":"道琼斯","FDX":"联邦快递","CPB":"金宝汤",".IXIC":"NASDAQ Composite","PHX":"潘汉德尔油气","ADBE":"Adobe","ACN":"埃森哲","HEI":"海科航空",".SPX":"S&P 500 Index","JILL":"J.Jill Inc."},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171271872","content_text":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.\nThe Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.\nEarnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.\nEconomic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.\nOther data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.\nMonday 12/13\nJ.Jill and PHX Minerals host earnings conference calls.\nTuesday 12/14\nCampbell Soup, Barnes Group, and Avaya Holdings host investor days.\nThe Bureau of Labor Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.\nThe National Federation of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.\nWednesday 12/15\nThe Federal Open Market Committee concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.\nThe BLS reports export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.\nThe Census Bureau reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.\nThursday 12/16\nHeico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.\nThe Census Bureaureleases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.\nThe Bank of England announces its interest-rate decision and publishes the minutes of the meeting.\nThe Federal Reserve releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.\nFriday 12/17\nSteelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.","news_type":1,"symbols_score_info":{"ADBE":0.9,".SPX":0.9,"SCS":0.9,"LEN":0.9,"RIVN":0.9,"AVYA":0.9,".IXIC":0.9,"PHX":0.9,"FDX":0.9,"CPB":0.9,"ACN":0.9,"DRI":0.9,".DJI":0.9,"JILL":0.9,"HEI":0.9}},"isVote":1,"tweetType":1,"viewCount":4412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604061839,"gmtCreate":1639282591611,"gmtModify":1639282625055,"author":{"id":"3547639144615679","authorId":"3547639144615679","name":"Jchptan","avatar":"https://static.tigerbbs.com/d97f1aa10a314dfb46a4e618e4f46ac6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547639144615679","idStr":"3547639144615679"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604061839","repostId":"1103250344","repostType":4,"repost":{"id":"1103250344","kind":"news","pubTimestamp":1639280672,"share":"https://www.laohunote.com/m/news/1103250344?lang=zh_CN&edition=full","pubTime":"2021-12-12 11:44","market":"sh","language":"en","title":"US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来：物联网解决方案、葡萄酒和卫星在 IPO 第三周</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103250344","media":"renaissancecap...","summary":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to r","content":"<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p><p><blockquote>预计未来一周IPO市场将保持相对平静，三次IPO计划筹集7.89亿美元。</blockquote></p><p> IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p><p><blockquote>物联网解决方案开发商<b>轮回</b>（物联网）计划以116亿美元的市值筹集7.53亿美元。这家“物联网”公司提供了一个基于云的平台，将企业的资产与物理运营连接起来，提高了运营效率以及资产和员工的生产力。快速增长但高度无利可图，Samsara 在 2022 财年的 9 个月中，ARR 超过 10 万美元的客户实现了两位数的增长。</blockquote></p><p> Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p><p><blockquote>葡萄酒品牌<b>新鲜葡萄酒</b>(VINE) 计划以 1.16 亿美元的市值筹集 2100 万美元。这家名人创办的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine正在增长，但非常无利可图，它通过批发、零售和DTC渠道销售葡萄酒，并能够在所有50个州和波多黎各进行批发分销。</blockquote></p><p> Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. &nbsp;Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p><p><blockquote>微帽卫星显影剂<b>Sidus空间</b>（SIDU）计划以8100万美元的市值筹集1500万美元。该公司提供商业卫星服务，如设计、制造、发射和数据收集。Sidus Space 迄今为止已产生与航天相关的制造收入，但在 2021 年 9 月毛利率为负，高度无利可图。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1619493174116","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>US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来：物联网解决方案、葡萄酒和卫星在 IPO 第三周</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\">\nUS IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来：物联网解决方案、葡萄酒和卫星在 IPO 第三周</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-12 11:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p><p><blockquote>预计未来一周IPO市场将保持相对平静，三次IPO计划筹集7.89亿美元。</blockquote></p><p> IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p><p><blockquote>物联网解决方案开发商<b>轮回</b>（物联网）计划以116亿美元的市值筹集7.53亿美元。这家“物联网”公司提供了一个基于云的平台，将企业的资产与物理运营连接起来，提高了运营效率以及资产和员工的生产力。快速增长但高度无利可图，Samsara 在 2022 财年的 9 个月中，ARR 超过 10 万美元的客户实现了两位数的增长。</blockquote></p><p> Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p><p><blockquote>葡萄酒品牌<b>新鲜葡萄酒</b>(VINE) 计划以 1.16 亿美元的市值筹集 2100 万美元。这家名人创办的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine正在增长，但非常无利可图，它通过批发、零售和DTC渠道销售葡萄酒，并能够在所有50个州和波多黎各进行批发分销。</blockquote></p><p> Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. &nbsp;Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p><p><blockquote>微帽卫星显影剂<b>Sidus空间</b>（SIDU）计划以8100万美元的市值筹集1500万美元。该公司提供商业卫星服务，如设计、制造、发射和数据收集。Sidus Space 迄今为止已产生与航天相关的制造收入，但在 2021 年 9 月毛利率为负，高度无利可图。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week\">renaissancecap...</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":{".DJI":"道琼斯","IOT":"Samsara, Inc.",".IXIC":"NASDAQ Composite","SIDU":"Sidus Space Inc.",".SPX":"S&P 500 Index"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103250344","content_text":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.\nIoT solutions developerSamsara(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.\nWine brandFresh Vine Wine(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.\nMicro-cap satellite developerSidus Space(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection.  Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.","news_type":1,"symbols_score_info":{".IXIC":0,".DJI":0,"VINE":0,".SPX":0,"IOT":0,"SIDU":0}},"isVote":1,"tweetType":1,"viewCount":3292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605556207,"gmtCreate":1639196671441,"gmtModify":1639196671925,"author":{"id":"3547639144615679","authorId":"3547639144615679","name":"Jchptan","avatar":"https://static.tigerbbs.com/d97f1aa10a314dfb46a4e618e4f46ac6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547639144615679","idStr":"3547639144615679"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605556207","repostId":"2190767366","repostType":4,"isVote":1,"tweetType":1,"viewCount":4875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605962728,"gmtCreate":1639102635104,"gmtModify":1639102635549,"author":{"id":"3547639144615679","authorId":"3547639144615679","name":"Jchptan","avatar":"https://static.tigerbbs.com/d97f1aa10a314dfb46a4e618e4f46ac6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547639144615679","idStr":"3547639144615679"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605962728","repostId":"1137059624","repostType":4,"repost":{"id":"1137059624","kind":"news","pubTimestamp":1639102384,"share":"https://www.laohunote.com/m/news/1137059624?lang=zh_CN&edition=full","pubTime":"2021-12-10 10:13","market":"us","language":"en","title":"DWAC Stock Cools Down as the Trump SPAC’s ‘Brazil Ties’ Draw Attention<blockquote>特朗普 SPAC 的 “巴西关系 ”引起关注，DWAC 股价降温</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137059624","media":"InvestorPlace","summary":"The market turbulence with which the stocks closely linked to former President Donald Trump have bec","content":"<p><div> The market turbulence with which the stocks closely linked to former President Donald Trump have become synonymous continues today. Such has been the case since Digital World Acquisition(NASDAQ:DWAC) ...</p><p><blockquote><div>与前总统唐纳德·特朗普密切相关的股票已成为同义词的市场动荡至今仍在继续。自数字世界收购（纳斯达克股票代码：DWAC）以来一直如此……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/dwac-stock-cools-down-as-the-trump-spacs-brazil-ties-draw-attention/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/dwac-stock-cools-down-as-the-trump-spacs-brazil-ties-draw-attention/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>DWAC Stock Cools Down as the Trump SPAC’s ‘Brazil Ties’ Draw Attention<blockquote>特朗普 SPAC 的 “巴西关系 ”引起关注，DWAC 股价降温</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\">\nDWAC Stock Cools Down as the Trump SPAC’s ‘Brazil Ties’ Draw Attention<blockquote>特朗普 SPAC 的 “巴西关系 ”引起关注，DWAC 股价降温</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-10 10:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The market turbulence with which the stocks closely linked to former President Donald Trump have become synonymous continues today. Such has been the case since Digital World Acquisition(NASDAQ:DWAC) ...</p><p><blockquote><div>与前总统唐纳德·特朗普密切相关的股票已成为同义词的市场动荡至今仍在继续。自数字世界收购（纳斯达克股票代码：DWAC）以来一直如此……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/dwac-stock-cools-down-as-the-trump-spacs-brazil-ties-draw-attention/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/dwac-stock-cools-down-as-the-trump-spacs-brazil-ties-draw-attention/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/dwac-stock-cools-down-as-the-trump-spacs-brazil-ties-draw-attention/\">InvestorPlace</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":{},"source_url":"https://investorplace.com/2021/12/dwac-stock-cools-down-as-the-trump-spacs-brazil-ties-draw-attention/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137059624","content_text":"The market turbulence with which the stocks closely linked to former President Donald Trump have become synonymous continues today. Such has been the case since Digital World Acquisition(NASDAQ:DWAC) became an overnight sensation. That occurred following the news that it would be serving as the blank-check partner for the Trump Media & Technology Group(TMTG), and unforeseen news reports have helped shift markets in an entirely new direction since then. Yesterday saw both DWAC and fellow “Trump trade”CF Acquisition Corp. VI (NASDAQ:CFVI) rise all day as speculation grew that the two would be forming a partnership. Today, a new report has DWAC stock falling almost as quickly.\nWhat’s Happening With DWAC Stock\nBefore markets opened this morning, Salon reported that a government watchdog organization had found evidence that Truth Social, the social media network that will be the primary subsidiary of TMTG, may have strong ties to an international government with a noted history of human rights violations. Accountable.US, a left-leaning watchdog organization has submitted a letter to the U.S. House Committee on Oversight and Reform advocating for a government investigation into Trump’s attempts to gain favor from Brazil’s President Jair Bolsonaro in his social media venture’s international launch. This news has not been good for DWAC stock.\nThe stock began the day by falling, and despite a quick rebound, it was even quicker to fall again. DWAC is down by more than 13% today and has been declining all afternoon. Following yesterday’s rise, DWAC stock is still in the green by more than 21% for the past week. However, for the month, it’s in the red by 0.82%. As can be expected, CFVI stock has also been falling all afternoon and is down by over 9% today.\nWhy It Matters\nNo one from the Trump team has commented on the report from Accountable.US, leaving plenty of room for speculation. It isn’t hard at all to believe that the report is accurate. Trump and Bolsonaro have a history of siding with each other and sharing the same extreme-right values that have often been called authoritarian. Recent reports have indicated that Brazil’s president is employing the same tactics in his upcoming election that the U.S. saw from Trump in 2020, such as attempting to discredit the press and cast doubt regarding the legitimacy of the electoral process.\nDWAC is already in hot water as the U.S. Securities and Exchange Commission (SEC)continues its probe into the company’s involvement with Trump’s company prior to the merger announcements. Reports last year speculated that Trump’s defeat in 2020 would deprive Bolsoanro of a “clear political advantage.” With that in mind, it certainly makes sense that he would be incentivized to do what he could to help the former president get back into power. It’s also clear that Trump will need to do everything he can to help his social media platform gain international reach and that the first people to whom he would turn would be his closest allies abroad. Bolsonaro would be an especially tempting target, as he is facing the prospect of reelection in 2022.\nWhat It Means\nA partnership of this sort between Trump and Bolsonaro could prove mutually beneficial for both parties. That doesn’t mean that the path forward will be so straightforward for DWAC stock. Recent events have proven that the more details emerge from behind the scenes, the more complicated the road ahead looks for the company.\nAs has been the case since October, all we can do is watch these companies closely, paying special attention DWAC stock. The way it looks from here, as DWAC goes, so go the Trump trades. All companies are worth watching as 2022 nears and with it, the alleged debut of Truth Social.","news_type":1,"symbols_score_info":{"DWAC":0.9,"CFVI":0.9}},"isVote":1,"tweetType":1,"viewCount":4615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602651366,"gmtCreate":1639017789846,"gmtModify":1639017790253,"author":{"id":"3547639144615679","authorId":"3547639144615679","name":"Jchptan","avatar":"https://static.tigerbbs.com/d97f1aa10a314dfb46a4e618e4f46ac6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547639144615679","idStr":"3547639144615679"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/602651366","repostId":"2190169579","repostType":4,"isVote":1,"tweetType":1,"viewCount":4557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606752970,"gmtCreate":1638931553831,"gmtModify":1638931554237,"author":{"id":"3547639144615679","authorId":"3547639144615679","name":"Jchptan","avatar":"https://static.tigerbbs.com/d97f1aa10a314dfb46a4e618e4f46ac6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547639144615679","idStr":"3547639144615679"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606752970","repostId":"2189719656","repostType":4,"isVote":1,"tweetType":1,"viewCount":4535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606688406,"gmtCreate":1638871511831,"gmtModify":1638871513215,"author":{"id":"3547639144615679","authorId":"3547639144615679","name":"Jchptan","avatar":"https://static.tigerbbs.com/d97f1aa10a314dfb46a4e618e4f46ac6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547639144615679","idStr":"3547639144615679"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606688406","repostId":"1159500291","repostType":4,"repost":{"id":"1159500291","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":1638870599,"share":"https://www.laohunote.com/m/news/1159500291?lang=zh_CN&edition=full","pubTime":"2021-12-07 17:49","market":"us","language":"en","title":"Semiconductor stocks rallied in premarket trading<blockquote>半导体股在盘前交易中上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159500291","media":"Tiger Newspress","summary":"Semiconductor stocks rallied in premarket trading.Intel,Nvidia,TSMC,ASML,Lam Research,Micron,Qualcomm&nbsp;and AMD rose between 1% and 9%.","content":"<p>Semiconductor stocks rallied in premarket trading.Intel,Nvidia,TSMC,ASML,Lam Research,Micron,Qualcomm&nbsp;and AMD rose between 1% and 9%.</p><p><blockquote>半导体股在盘前交易中上涨。英特尔、英伟达、台积电、ASML、Lam Research、美光、高通和AMD上涨1%至9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9f7ab8305fbc9d01e47dd65a194f6f9c\" tg-width=\"406\" tg-height=\"724\" referrerpolicy=\"no-referrer\"></p><p><blockquote></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>Semiconductor stocks rallied in premarket trading<blockquote>半导体股在盘前交易中上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor stocks rallied in premarket trading<blockquote>半导体股在盘前交易中上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-07 17:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Semiconductor stocks rallied in premarket trading.Intel,Nvidia,TSMC,ASML,Lam Research,Micron,Qualcomm&nbsp;and AMD rose between 1% and 9%.</p><p><blockquote>半导体股在盘前交易中上涨。英特尔、英伟达、台积电、ASML、Lam Research、美光、高通和AMD上涨1%至9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9f7ab8305fbc9d01e47dd65a194f6f9c\" tg-width=\"406\" tg-height=\"724\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NXPI":"恩智浦","NVDA":"英伟达","MRVL":"迈威尔科技","QCOM":"高通","MU":"美光科技","ASML":"阿斯麦","INTC":"英特尔","AMD":"美国超微公司","TSM":"台积电","LRCX":"拉姆研究","STM":"意法半导体"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159500291","content_text":"Semiconductor stocks rallied in premarket trading.Intel,Nvidia,TSMC,ASML,Lam Research,Micron,Qualcomm and AMD rose between 1% and 9%.","news_type":1,"symbols_score_info":{"MRVL":0.9,"XLNX":0.9,"LRCX":0.9,"NXPI":0.9,"TSM":0.9,"MU":0.9,"ASML":0.9,"STM":0.9,"QCOM":0.9,"INTC":0.9,"NVDA":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":3551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608227280,"gmtCreate":1638751387259,"gmtModify":1638751387452,"author":{"id":"3547639144615679","authorId":"3547639144615679","name":"Jchptan","avatar":"https://static.tigerbbs.com/d97f1aa10a314dfb46a4e618e4f46ac6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547639144615679","idStr":"3547639144615679"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608227280","repostId":"1179313612","repostType":4,"repost":{"id":"1179313612","kind":"news","pubTimestamp":1638745398,"share":"https://www.laohunote.com/m/news/1179313612?lang=zh_CN&edition=full","pubTime":"2021-12-06 07:03","market":"us","language":"en","title":"Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179313612","media":"Barrons","summary":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer rep","content":"<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发，以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四，美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后，截至 9 月份，未偿消费者债务总额平均每月增加 200 亿美元，达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上，央行结束了量化宽松计划，并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人，为疫情开始以来的最低水平，仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次，上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时，最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66，略低于11月份的数据。</blockquote></p><p></p>","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>Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</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\">\nGame Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 07:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发，以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四，美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后，截至 9 月份，未偿消费者债务总额平均每月增加 200 亿美元，达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上，央行结束了量化宽松计划，并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人，为疫情开始以来的最低水平，仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次，上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时，最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66，略低于11月份的数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4088":"住宅建筑","GME":"游戏驿站","CVS":"西维斯健康","COST":"好市多","TOL":"托尔兄弟"},"source_url":"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1179313612","content_text":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. AutoZone, Casey’s General Stores, and Toll Brothers report earnings on Tuesday, followed by Brown-Forman and Campbell Soup on Wednesday. Broadcom, Costco Wholesale, and Hormel Foods round things out on Thursday.\nOn Monday, Union Pacific will hold a conference call to discuss its climate action plan. McKesson and Southwest Airlines host their 2021 investor days on Wednesday, followed by CVS Health and Tyson Foods on Thursday.\nThe Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.\nThe Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.\nMonday 12/6\nUnion Pacific holds a conference call to discuss its climate action plan.\nTuesday 12/7\nAutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.\nThe Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.\nWednesday 12/8\nThe BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.\nBrown-Forman, Campbell Soup, and GameStop report earnings.\nMcKesson and Southwest Airlines host their 2021 investor days.\nEdwards Lifesciences holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.\nThe Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.\nThursday 12/9\nBroadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.\nCVS Health and Tyson Foods host their annual investor days.\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.\nFriday 12/10\nArcher-Daniels-Midland holds its global investor day.\nCentene holds an investor meeting and will provide financial guidance for 2022.\nThe Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome Powell finally ditched “transitory” when discussing inflation before the Senate Banking Committee.\nThe University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.","news_type":1,"symbols_score_info":{"COST":0.9,"TOL":0.9,"GME":0.9,"CVS":0.9}},"isVote":1,"tweetType":1,"viewCount":3691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608639664,"gmtCreate":1638705014265,"gmtModify":1638705014492,"author":{"id":"3547639144615679","authorId":"3547639144615679","name":"Jchptan","avatar":"https://static.tigerbbs.com/d97f1aa10a314dfb46a4e618e4f46ac6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547639144615679","idStr":"3547639144615679"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/608639664","repostId":"2189576203","repostType":4,"isVote":1,"tweetType":1,"viewCount":4716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608983669,"gmtCreate":1638595751315,"gmtModify":1638595751600,"author":{"id":"3547639144615679","authorId":"3547639144615679","name":"Jchptan","avatar":"https://static.tigerbbs.com/d97f1aa10a314dfb46a4e618e4f46ac6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547639144615679","idStr":"3547639144615679"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608983669","repostId":"2188853578","repostType":4,"isVote":1,"tweetType":1,"viewCount":1377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608983193,"gmtCreate":1638595736804,"gmtModify":1638595737000,"author":{"id":"3547639144615679","authorId":"3547639144615679","name":"Jchptan","avatar":"https://static.tigerbbs.com/d97f1aa10a314dfb46a4e618e4f46ac6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547639144615679","idStr":"3547639144615679"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608983193","repostId":"1174181873","repostType":4,"repost":{"id":"1174181873","kind":"news","pubTimestamp":1638578178,"share":"https://www.laohunote.com/m/news/1174181873?lang=zh_CN&edition=full","pubTime":"2021-12-04 08:36","market":"us","language":"en","title":"US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来：数字银行和云基础设施引领 IPO 周 4</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174181873","media":"renaissancecap...","summary":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billi","content":"<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖，四次IPO计划筹集37亿美元。</blockquote></p><p> Buffett-backed&nbsp;<b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>如控股</b>(NU) 计划以 411 亿美元的市值筹集 25 亿美元。这家巴西纯在线银行成立于 2013 年，名为 Nubank，旨在推出免费信用卡产品，提供移动优先的客户体验，但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速，目前拥有近5000万客户群，但随着客户群的增长，每位客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform&nbsp;<b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&amp;M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP) 计划以 140 亿美元的市值筹集 11 亿美元。这家由风险投资支持的公司提供了一套解决方案，可以大规模标准化和自动化云基础设施的配置、保护、连接和运行。虽然 HashiCorp 表现出快速增长和粘性客户群，但由于 S&amp;M 支出，HashiCorp 高度无利可图。</blockquote></p><p> Cannabis finance REIT&nbsp;<b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI) 计划以 2.96 亿美元的市值筹集 1.06 亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资第一抵押贷款和由商业房地产担保的替代结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company&nbsp;<b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀黄金</b>(AUST) 计划以 6400 万美元的市值筹集 1500 万美元。这家加拿大黄金勘探公司目前在内华达州的四处矿产中拥有权益，目前只有一处矿产被认为是重要的。奥斯汀黄金公司迄今为止尚未产生任何营业收入。</blockquote></p><p></p>","source":"lsy1619493174116","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>US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来：数字银行和云基础设施引领 IPO 周 4</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\">\nUS IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来：数字银行和云基础设施引领 IPO 周 4</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-04 08:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖，四次IPO计划筹集37亿美元。</blockquote></p><p> Buffett-backed&nbsp;<b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>如控股</b>(NU) 计划以 411 亿美元的市值筹集 25 亿美元。这家巴西纯在线银行成立于 2013 年，名为 Nubank，旨在推出免费信用卡产品，提供移动优先的客户体验，但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速，目前拥有近5000万客户群，但随着客户群的增长，每位客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform&nbsp;<b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&amp;M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP) 计划以 140 亿美元的市值筹集 11 亿美元。这家由风险投资支持的公司提供了一套解决方案，可以大规模标准化和自动化云基础设施的配置、保护、连接和运行。虽然 HashiCorp 表现出快速增长和粘性客户群，但由于 S&amp;M 支出，HashiCorp 高度无利可图。</blockquote></p><p> Cannabis finance REIT&nbsp;<b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI) 计划以 2.96 亿美元的市值筹集 1.06 亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资第一抵押贷款和由商业房地产担保的替代结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company&nbsp;<b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀黄金</b>(AUST) 计划以 6400 万美元的市值筹集 1500 万美元。这家加拿大黄金勘探公司目前在内华达州的四处矿产中拥有权益，目前只有一处矿产被认为是重要的。奥斯汀黄金公司迄今为止尚未产生任何营业收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee\">renaissancecap...</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":{"NU":"Nu Holdings Ltd.","REFI":"Chicago Atlantic Real Estate Finance, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174181873","content_text":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.\nBuffett-backed Nu Holdings(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.\nCloud infrastructure platform HashiCorp(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&M spend.\nCannabis finance REIT Chicago Atlantic Real Estate Finance(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.\nCanadian gold exploration company Austin Gold(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. 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pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/117136909","repostId":"2141342255","repostType":4,"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370920703,"gmtCreate":1618545016502,"gmtModify":1634292181274,"author":{"id":"3547639144615679","authorId":"3547639144615679","name":"Jchptan","avatar":"https://static.tigerbbs.com/d97f1aa10a314dfb46a4e618e4f46ac6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547639144615679","idStr":"3547639144615679"},"themes":[],"title":"","htmlText":"Comment pls","listText":"Comment pls","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/370920703","repostId":"2127865888","repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://www.laohunote.com/m/news/2127865888?lang=zh_CN&edition=full","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>英特尔面临着一条昂贵且不确定的重返辉煌之路，分析师警告未来将面临“痛苦”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p><p><blockquote>Raymond James 看跌英特尔股票，但评级竞争对手芯片制造商英伟达“强力买入”</blockquote></p><p> Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p><p><blockquote>一位分析师周四表示，最近人们对英特尔公司新任首席执行官及其雄心勃勃的公司转型计划的热情忽略了与这家芯片制造商战略相关的风险和成本。</blockquote></p><p> Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p><p><blockquote>Raymond James 的克里斯·卡索 (Chris Caso) 将英特尔股票评级从大盘下调至跑输大盘，并写道英特尔<a href=\"https://laohu8.com/S/INTC\">$(国际)$</a>该公司试图从一系列失误中恢复过来，并重新确立其在芯片领域的主导地位，因此面临着昂贵且不确定的旅程。</blockquote></p><p> Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p><p><blockquote>自该公司宣布曾担任 VMware Inc. 首席执行官的帕特·基辛格 (Pat Gelsinger) 离职以来，英特尔股价上涨了 21%。<a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>将取代英特尔的头把交椅。基辛格最近为英特尔制定了扩大制造能力并开展代工业务的计划，为其他公司生产芯片，但卡索对成功的前景和成本感到担忧。</blockquote></p><p> \"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p><p><blockquote>“我们的表现不佳评级不仅反映了英特尔无法实现这一目标的风险，还反映了他们在追求这一目标时可能会忍受的痛苦，包括资本支出、市场份额损失以及数据中心格局的变化，这将使行业减少对英特尔的依赖，”他在给客户的一份报告中写道。</blockquote></p><p> Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p><p><blockquote>卡索担心，由于疫情，个人电脑的需求被“大幅推高”，这最终可能导致平均水平回归。英特尔面临的问题是，均值回归“可能不幸地发生在英特尔需要加大投资的时候”。</blockquote></p><p> Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p><p><blockquote>尽管英特尔可能会获得一些政府援助，但卡索预计该公司开设代工业务的计划将耗资巨大。“因此，我们认为秋季分析师日可能是一个负面催化剂，因为投资者会收到该投资的账单，”他写道。此外，他怀疑该公司是否拥有在该业务中有效竞争的技术。</blockquote></p><p> \"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p><p><blockquote>“对于比我们对扭亏为盈更有信心的投资者来说，我们根本看不到现在下注的理由，因为任何扭亏为盈都需要几年时间，而且许多周期性和英特尔特定问题可能会影响估计与此同时，”卡索写道。</blockquote></p><p> He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p><p><blockquote>他偏爱其他芯片公司，包括英伟达公司。<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>周四，他将评级从跑赢大盘上调至强力买入，这表明他“对短期和长期都有信心”。卡索还发起了对先进微设备公司的报道。<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>给予跑赢大盘评级和 100 美元目标价，认为该公司“相对于英特尔具有持久的技术优势”。</blockquote></p><p> AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p><p><blockquote>过去三个月，AMD 股价下跌了 7%，英伟达股价上涨了 24%，英特尔股价上涨了 14%。在此期间，标普500上涨了 10%，而 PHLX 半导体指数上涨了 9%。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>英特尔面临着一条昂贵且不确定的重返辉煌之路，分析师警告未来将面临“痛苦”</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\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>英特尔面临着一条昂贵且不确定的重返辉煌之路，分析师警告未来将面临“痛苦”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-16 11:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p><p><blockquote>Raymond James 看跌英特尔股票，但评级竞争对手芯片制造商英伟达“强力买入”</blockquote></p><p> Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p><p><blockquote>一位分析师周四表示，最近人们对英特尔公司新任首席执行官及其雄心勃勃的公司转型计划的热情忽略了与这家芯片制造商战略相关的风险和成本。</blockquote></p><p> Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p><p><blockquote>Raymond James 的克里斯·卡索 (Chris Caso) 将英特尔股票评级从大盘下调至跑输大盘，并写道英特尔<a href=\"https://laohu8.com/S/INTC\">$(国际)$</a>该公司试图从一系列失误中恢复过来，并重新确立其在芯片领域的主导地位，因此面临着昂贵且不确定的旅程。</blockquote></p><p> Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p><p><blockquote>自该公司宣布曾担任 VMware Inc. 首席执行官的帕特·基辛格 (Pat Gelsinger) 离职以来，英特尔股价上涨了 21%。<a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>将取代英特尔的头把交椅。基辛格最近为英特尔制定了扩大制造能力并开展代工业务的计划，为其他公司生产芯片，但卡索对成功的前景和成本感到担忧。</blockquote></p><p> \"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p><p><blockquote>“我们的表现不佳评级不仅反映了英特尔无法实现这一目标的风险，还反映了他们在追求这一目标时可能会忍受的痛苦，包括资本支出、市场份额损失以及数据中心格局的变化，这将使行业减少对英特尔的依赖，”他在给客户的一份报告中写道。</blockquote></p><p> Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p><p><blockquote>卡索担心，由于疫情，个人电脑的需求被“大幅推高”，这最终可能导致平均水平回归。英特尔面临的问题是，均值回归“可能不幸地发生在英特尔需要加大投资的时候”。</blockquote></p><p> Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p><p><blockquote>尽管英特尔可能会获得一些政府援助，但卡索预计该公司开设代工业务的计划将耗资巨大。“因此，我们认为秋季分析师日可能是一个负面催化剂，因为投资者会收到该投资的账单，”他写道。此外，他怀疑该公司是否拥有在该业务中有效竞争的技术。</blockquote></p><p> \"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p><p><blockquote>“对于比我们对扭亏为盈更有信心的投资者来说，我们根本看不到现在下注的理由，因为任何扭亏为盈都需要几年时间，而且许多周期性和英特尔特定问题可能会影响估计与此同时，”卡索写道。</blockquote></p><p> He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p><p><blockquote>他偏爱其他芯片公司，包括英伟达公司。<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>周四，他将评级从跑赢大盘上调至强力买入，这表明他“对短期和长期都有信心”。卡索还发起了对先进微设备公司的报道。<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>给予跑赢大盘评级和 100 美元目标价，认为该公司“相对于英特尔具有持久的技术优势”。</blockquote></p><p> AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p><p><blockquote>过去三个月，AMD 股价下跌了 7%，英伟达股价上涨了 24%，英特尔股价上涨了 14%。在此期间，标普500上涨了 10%，而 PHLX 半导体指数上涨了 9%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","INTC":"英特尔"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1,"symbols_score_info":{"INTC":0.9,"AMD":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":874396805,"gmtCreate":1637727615277,"gmtModify":1637727615496,"author":{"id":"3547639144615679","authorId":"3547639144615679","name":"Jchptan","avatar":"https://static.tigerbbs.com/d97f1aa10a314dfb46a4e618e4f46ac6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547639144615679","idStr":"3547639144615679"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/874396805","repostId":"2185384641","repostType":4,"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":102916575,"gmtCreate":1620173137397,"gmtModify":1634207304223,"author":{"id":"3547639144615679","authorId":"3547639144615679","name":"Jchptan","avatar":"https://static.tigerbbs.com/d97f1aa10a314dfb46a4e618e4f46ac6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547639144615679","idStr":"3547639144615679"},"themes":[],"title":"","htmlText":"Comment pls","listText":"Comment pls","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/102916575","repostId":"1191168108","repostType":4,"repost":{"id":"1191168108","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1620139872,"share":"https://www.laohunote.com/m/news/1191168108?lang=zh_CN&edition=full","pubTime":"2021-05-04 22:51","market":"us","language":"en","title":"IPO Preview: Honest Company, Chinese Lifestyle Brand Onion Global, Hydroponic iPower Lead Group<blockquote>IPO预告：诚实公司、中国生活方式品牌洋葱环球、水培iPower领先集团</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191168108","media":"Benzinga Earnings","summary":"The week of May 3 has several IPOs on the docket spread across sectors like consumer products, fashi","content":"<p>The week of May 3 has several IPOs on the docket spread across sectors like consumer products, fashion, banking, vaccines and hydroponics. Here is a look at this week’s top offerings and details investors should know.</p><p><blockquote>5 月 3 日当周有几起 IPO 待审，涉及消费品、时尚、银行、疫苗和水培等行业。以下是本周的热门产品以及投资者应该了解的详细信息。</blockquote></p><p> <b>Waterdrop:</b>Working with insurance companies,<b>Waterdrop</b>NYSEWDHseeksto have a positive social impact with its technology platform. Waterdrop has over 79.4 million cumulative customers and over 340 million donors to its crowdfunding platform, which is the largest medical crowdfunding platform in China.</p><p><blockquote><b>水滴：</b>与保险公司合作，<b>水滴</b>NYSEWDHseeksto的技术平台产生了积极的社会影响。水滴累计客户超过7940万，其众筹平台捐款人超过3.4亿，是中国最大的医疗众筹平台。</blockquote></p><p> Waterdrop works with 62 insurance carriers and offers over 200 products to help customers and those seeking help with medical bills. The company had revenue of $464.1 million in fiscal 2020. The company plans on offering 30 million American depositary shares at a price point of $10 to $12.</p><p><blockquote>Waterdrop与62家保险公司合作，提供200多种产品来帮助客户和寻求医疗账单帮助的人。该公司2020财年的收入为4.641亿美元。该公司计划以10至12美元的价格发行3000万股美国存托股票。</blockquote></p><p> <b>Five Star Bancorp:</b>With branches in California,<b>Five Star Bancorp</b>NASDAQFSBCisa regional bank company focused on the Sacramento market. The company ended 2020 with $1.8 billion in deposits and $1.5 billion in loans.</p><p><blockquote><b>五星银行：</b>在加利福尼亚设有分支机构，<b>五星银行</b>纳斯达克FSBCISA地区银行公司专注于萨克拉门托市场。截至 2020 年，该公司存款为 18 亿美元，贷款为 15 亿美元。</blockquote></p><p> From 2016 to 2020, the company saw compounded annual growth of 23.5% for assets, 23.8% for loans and 23.7% for deposits. First quarter preliminary numbers saw deposits grow 11.2% from the fourth quarter and loans grow 2.6% from the fourth quarter. The company plans on selling 5.265 million shares at a price point of $18 to $20.</p><p><blockquote>2016年至2020年，公司资产复合年增长率为23.5%，贷款复合年增长率为23.8%，存款复合年增长率为23.7%。第一季度初步数据显示，存款较第四季度增长11.2%，贷款较第四季度增长2.6%。该公司计划以18至20美元的价格出售526.5万股股票。</blockquote></p><p> <b>The Honest Company:</b>Clean lifestyle product company<b>The Honest Company</b>NASDAQHNSTcouldbe the most-watched IPO this week. The company was founded by actress Jessica Alba in 2012 in response to finding clean products and non-allergic reactions from products after giving birth.</p><p><blockquote><b>诚信公司：</b>清洁生活产品公司<b>诚信公司</b>纳斯达克HNST可能是本周最受关注的IPO。该公司由女演员杰西卡·阿尔芭 (Jessica Alba) 于 2012 年创立，旨在回应产后发现清洁产品和无过敏反应的产品。</blockquote></p><p> The Honest Company prides itself in being “a conscious living company for today and tomorrow.” The company has grown from being a diapers-and-wipes company to covering every age and every life stage of its customers.</p><p><blockquote>诚实公司以自己是 “一家为今天和明天而有意识的生活公司 ”而自豪。该公司已经从一家纸尿裤和湿巾公司发展到覆盖客户的每个年龄段和每个生命阶段。</blockquote></p><p> The Honest Company had revenue of $235.6 million in fiscal 2020, up 27.6% year-over-year. Diapers and wipes made up 63% of 2020 revenue, up 16.4% year-over-year. Skin and personal care product revenue represented 26% of sales in 2020 and were up 55% year-over-year. Household and wellness sales made up 11% of sales and had year-over-year growth of 116.5% in 2020. The Honest Company products can be purchased online from the company or sites like<b>Amazon.com</b>AMZN 1.77%and in physical stores like<b>Costco Wholesale Corporation</b>COST 0.54%and<b>Target Corporation</b>TGT 0.23%.</p><p><blockquote>The Honest Company 2020 财年营收为 2.356 亿美元，同比增长 27.6%。尿布和湿巾占2020年收入的63%，同比增长16.4%。2020年，皮肤和个人护理产品收入占销售额的26%，同比增长55%。2020年，家庭和健康销售额占销售额的11%，同比增长116.5%。诚实公司的产品可以从公司或网站在线购买，如<b>亚马逊</b>AMZN 1.77%，在实体店如<b>好市多批发公司</b>成本0.54%和<b>目标公司</b>TGT 0.23%。</blockquote></p><p> Founder Alba will not sell any shares in the IPO and will own an estimated 6.1% of the company after the offering. The company isseekingto sell 25.8 million shares at a price point of $14 to $17.</p><p><blockquote>Founder Alba 不会在 IPO 中出售任何股份，并将在发行后拥有该公司约 6.1% 的股份。该公司寻求以 14 至 17 美元的价格出售 2580 万股股票。</blockquote></p><p> <b>Bowman Consulting Group:</b>Professional services company<b>Bowman Consulting Group</b>NASDAQBWMNoffersengineering solutions to customers. Bowman Consulting has over 2,200 customers who count on the company for services like planning, engineering, construction management, commissioning, geomatics, survey, land procurement and environmental consulting. The company had revenue of $122 million in the last fiscal year, up from $113.7 million in the prior year. Bowman Consulting plans to offer 3.1 million shares at a price point of $12 to $14.</p><p><blockquote><b>鲍曼咨询集团：</b>专业服务公司<b>鲍曼咨询集团</b>纳斯达克BWM为客户提供工程解决方案。Bowman Consulting拥有2,200多名客户，他们依靠该公司提供规划、工程、施工管理、调试、地理信息学、测量、土地采购和环境咨询等服务。该公司上一财年的收入为 1.22 亿美元，高于上一年的 1.137 亿美元。鲍曼咨询公司计划以 12 至 14 美元的价格发行 310 万股股票。</blockquote></p><p> <b>Valneva:</b>Vaccine company<b>Valneva</b>NASDAQVLAplansto sell 7.1 million ordinary shares (3.55 million ADSs) at a price of $28.24. The company is focused on vaccine development in infectious diseases. Target areas include Lyme disease, the Chikungunya virus and COVID-19. The company’s lead program VLA15 is in Phase 2 trials to treat Lyme disease and is partnered with<b>Pfizer Corporation</b>PFE 0.49%. Other clinical trials include VLA1553 to treat Chikungunya virus and VLA2001 to treat COVID-19. The company’s VLA1553 is the only known Phase 3 trial vaccine to treat Chikungunya, which could put it in the spotlight with spread to over 100 countries. Several of the company’s products have received Fast Track designation by the FDA.</p><p><blockquote><b>瓦尔涅娃：</b>疫苗公司<b>瓦尔涅娃</b>NASDAQVLAplansto 以 28.24 美元的价格出售 710 万股普通股（355 万股 ADS）。该公司专注于传染病疫苗开发。目标领域包括莱姆病、基孔肯雅热病毒和新冠肺炎。该公司的主导项目 VLA15 正在进行治疗莱姆病的 2 期试验，并与<b>辉瑞公司</b>PFE 0.49%。其他临床试验包括治疗基孔肯雅热病毒的VLA1553和治疗新冠肺炎的VLA2001。该公司的 VLA1553 是目前已知的唯一一种治疗基孔肯雅热病的 3 期试验疫苗，这可能会使其成为人们关注的焦点，并推广到 100 多个国家。该公司的多款产品已获得 FDA 的快速通道认证。</blockquote></p><p> <b>Onion Global:</b>Lifestyle brand company<b>Onion Global</b>NYSEOGplanson selling 12.5 million ADS at a price point of $7.25 to $9.25. The company targets fresh, fashionable and future brands, which it refers to as the 3Fs across China and parts of Asia. The company has over 4,000 brands in 23 categories sold in 43 countries. Onion Global is a top ten global lifestyle company in China. The company uses an omnichannel approach with its self operated ecommerce platform O’Mall, live streaming sales, third party sellers and offline sales. The company has 2.1 million active buyers and 15.5 million registered users.</p><p><blockquote><b>洋葱环球：</b>生活品牌公司<b>洋葱全球</b>NYSEOGplanson 以 7.25 美元至 9.25 美元的价格出售 1250 万股广告。该公司的目标是新鲜、时尚和未来的品牌，在中国和亚洲部分地区被称为3F。该公司拥有23个类别的4000多个品牌，销往43个国家。洋葱环球是中国十大全球生活方式公司。该公司采用全渠道方法，包括自营电子商务平台 O'Mall、直播销售、第三方卖家和线下销售。该公司拥有210万活跃买家和1550万注册用户。</blockquote></p><p></p><p> <b>iPower:</b>Online hydroponic equipment seller<b>iPower Inc</b>NASDAQIPWplansto offer 5&nbsp;million shares at a price point of $9 to $11. The company offers its own brands and partnered brands through its websitewww.zenhydro.com. iPower-owned brands represented 76% of company sales in the six month period ending December 31, 2020. The company had sales of $26.2 million in the six month period ending December 31, 2020. Preliminary first-quarter revenue is expected to be in a range of $11.75 million to $12.75 million compared to $9.4 million in the prior year.</p><p><blockquote><b>电源：</b>在线水培设备卖家<b>iPower公司</b>NASDAQIPWplansto 以 9 至 11 美元的价格发行 500 万股股票。该公司通过其网站 www.zenhydro.com 提供自有品牌和合作品牌。截至2020年12月31日止六个月期间，iPower拥有的品牌占公司销售额的76%。截至2020年12月31日的六个月期间，该公司的销售额为2620万美元。第一季度初步收入预计在 1175 万美元至 1275 万美元之间，而上年同期为 940 万美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IPO Preview: Honest Company, Chinese Lifestyle Brand Onion Global, Hydroponic iPower Lead Group<blockquote>IPO预告：诚实公司、中国生活方式品牌洋葱环球、水培iPower领先集团</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\">\nIPO Preview: Honest Company, Chinese Lifestyle Brand Onion Global, Hydroponic iPower Lead Group<blockquote>IPO预告：诚实公司、中国生活方式品牌洋葱环球、水培iPower领先集团</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 Earnings </p>\n<p class=\"h-time smaller\">2021-05-04 22:51</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>The week of May 3 has several IPOs on the docket spread across sectors like consumer products, fashion, banking, vaccines and hydroponics. Here is a look at this week’s top offerings and details investors should know.</p><p><blockquote>5 月 3 日当周有几起 IPO 待审，涉及消费品、时尚、银行、疫苗和水培等行业。以下是本周的热门产品以及投资者应该了解的详细信息。</blockquote></p><p> <b>Waterdrop:</b>Working with insurance companies,<b>Waterdrop</b>NYSEWDHseeksto have a positive social impact with its technology platform. Waterdrop has over 79.4 million cumulative customers and over 340 million donors to its crowdfunding platform, which is the largest medical crowdfunding platform in China.</p><p><blockquote><b>水滴：</b>与保险公司合作，<b>水滴</b>NYSEWDHseeksto的技术平台产生了积极的社会影响。水滴累计客户超过7940万，其众筹平台捐款人超过3.4亿，是中国最大的医疗众筹平台。</blockquote></p><p> Waterdrop works with 62 insurance carriers and offers over 200 products to help customers and those seeking help with medical bills. The company had revenue of $464.1 million in fiscal 2020. The company plans on offering 30 million American depositary shares at a price point of $10 to $12.</p><p><blockquote>Waterdrop与62家保险公司合作，提供200多种产品来帮助客户和寻求医疗账单帮助的人。该公司2020财年的收入为4.641亿美元。该公司计划以10至12美元的价格发行3000万股美国存托股票。</blockquote></p><p> <b>Five Star Bancorp:</b>With branches in California,<b>Five Star Bancorp</b>NASDAQFSBCisa regional bank company focused on the Sacramento market. The company ended 2020 with $1.8 billion in deposits and $1.5 billion in loans.</p><p><blockquote><b>五星银行：</b>在加利福尼亚设有分支机构，<b>五星银行</b>纳斯达克FSBCISA地区银行公司专注于萨克拉门托市场。截至 2020 年，该公司存款为 18 亿美元，贷款为 15 亿美元。</blockquote></p><p> From 2016 to 2020, the company saw compounded annual growth of 23.5% for assets, 23.8% for loans and 23.7% for deposits. First quarter preliminary numbers saw deposits grow 11.2% from the fourth quarter and loans grow 2.6% from the fourth quarter. The company plans on selling 5.265 million shares at a price point of $18 to $20.</p><p><blockquote>2016年至2020年，公司资产复合年增长率为23.5%，贷款复合年增长率为23.8%，存款复合年增长率为23.7%。第一季度初步数据显示，存款较第四季度增长11.2%，贷款较第四季度增长2.6%。该公司计划以18至20美元的价格出售526.5万股股票。</blockquote></p><p> <b>The Honest Company:</b>Clean lifestyle product company<b>The Honest Company</b>NASDAQHNSTcouldbe the most-watched IPO this week. The company was founded by actress Jessica Alba in 2012 in response to finding clean products and non-allergic reactions from products after giving birth.</p><p><blockquote><b>诚信公司：</b>清洁生活产品公司<b>诚信公司</b>纳斯达克HNST可能是本周最受关注的IPO。该公司由女演员杰西卡·阿尔芭 (Jessica Alba) 于 2012 年创立，旨在回应产后发现清洁产品和无过敏反应的产品。</blockquote></p><p> The Honest Company prides itself in being “a conscious living company for today and tomorrow.” The company has grown from being a diapers-and-wipes company to covering every age and every life stage of its customers.</p><p><blockquote>诚实公司以自己是 “一家为今天和明天而有意识的生活公司 ”而自豪。该公司已经从一家纸尿裤和湿巾公司发展到覆盖客户的每个年龄段和每个生命阶段。</blockquote></p><p> The Honest Company had revenue of $235.6 million in fiscal 2020, up 27.6% year-over-year. Diapers and wipes made up 63% of 2020 revenue, up 16.4% year-over-year. Skin and personal care product revenue represented 26% of sales in 2020 and were up 55% year-over-year. Household and wellness sales made up 11% of sales and had year-over-year growth of 116.5% in 2020. The Honest Company products can be purchased online from the company or sites like<b>Amazon.com</b>AMZN 1.77%and in physical stores like<b>Costco Wholesale Corporation</b>COST 0.54%and<b>Target Corporation</b>TGT 0.23%.</p><p><blockquote>The Honest Company 2020 财年营收为 2.356 亿美元，同比增长 27.6%。尿布和湿巾占2020年收入的63%，同比增长16.4%。2020年，皮肤和个人护理产品收入占销售额的26%，同比增长55%。2020年，家庭和健康销售额占销售额的11%，同比增长116.5%。诚实公司的产品可以从公司或网站在线购买，如<b>亚马逊</b>AMZN 1.77%，在实体店如<b>好市多批发公司</b>成本0.54%和<b>目标公司</b>TGT 0.23%。</blockquote></p><p> Founder Alba will not sell any shares in the IPO and will own an estimated 6.1% of the company after the offering. The company isseekingto sell 25.8 million shares at a price point of $14 to $17.</p><p><blockquote>Founder Alba 不会在 IPO 中出售任何股份，并将在发行后拥有该公司约 6.1% 的股份。该公司寻求以 14 至 17 美元的价格出售 2580 万股股票。</blockquote></p><p> <b>Bowman Consulting Group:</b>Professional services company<b>Bowman Consulting Group</b>NASDAQBWMNoffersengineering solutions to customers. Bowman Consulting has over 2,200 customers who count on the company for services like planning, engineering, construction management, commissioning, geomatics, survey, land procurement and environmental consulting. The company had revenue of $122 million in the last fiscal year, up from $113.7 million in the prior year. Bowman Consulting plans to offer 3.1 million shares at a price point of $12 to $14.</p><p><blockquote><b>鲍曼咨询集团：</b>专业服务公司<b>鲍曼咨询集团</b>纳斯达克BWM为客户提供工程解决方案。Bowman Consulting拥有2,200多名客户，他们依靠该公司提供规划、工程、施工管理、调试、地理信息学、测量、土地采购和环境咨询等服务。该公司上一财年的收入为 1.22 亿美元，高于上一年的 1.137 亿美元。鲍曼咨询公司计划以 12 至 14 美元的价格发行 310 万股股票。</blockquote></p><p> <b>Valneva:</b>Vaccine company<b>Valneva</b>NASDAQVLAplansto sell 7.1 million ordinary shares (3.55 million ADSs) at a price of $28.24. The company is focused on vaccine development in infectious diseases. Target areas include Lyme disease, the Chikungunya virus and COVID-19. The company’s lead program VLA15 is in Phase 2 trials to treat Lyme disease and is partnered with<b>Pfizer Corporation</b>PFE 0.49%. Other clinical trials include VLA1553 to treat Chikungunya virus and VLA2001 to treat COVID-19. The company’s VLA1553 is the only known Phase 3 trial vaccine to treat Chikungunya, which could put it in the spotlight with spread to over 100 countries. Several of the company’s products have received Fast Track designation by the FDA.</p><p><blockquote><b>瓦尔涅娃：</b>疫苗公司<b>瓦尔涅娃</b>NASDAQVLAplansto 以 28.24 美元的价格出售 710 万股普通股（355 万股 ADS）。该公司专注于传染病疫苗开发。目标领域包括莱姆病、基孔肯雅热病毒和新冠肺炎。该公司的主导项目 VLA15 正在进行治疗莱姆病的 2 期试验，并与<b>辉瑞公司</b>PFE 0.49%。其他临床试验包括治疗基孔肯雅热病毒的VLA1553和治疗新冠肺炎的VLA2001。该公司的 VLA1553 是目前已知的唯一一种治疗基孔肯雅热病的 3 期试验疫苗，这可能会使其成为人们关注的焦点，并推广到 100 多个国家。该公司的多款产品已获得 FDA 的快速通道认证。</blockquote></p><p> <b>Onion Global:</b>Lifestyle brand company<b>Onion Global</b>NYSEOGplanson selling 12.5 million ADS at a price point of $7.25 to $9.25. The company targets fresh, fashionable and future brands, which it refers to as the 3Fs across China and parts of Asia. The company has over 4,000 brands in 23 categories sold in 43 countries. Onion Global is a top ten global lifestyle company in China. The company uses an omnichannel approach with its self operated ecommerce platform O’Mall, live streaming sales, third party sellers and offline sales. The company has 2.1 million active buyers and 15.5 million registered users.</p><p><blockquote><b>洋葱环球：</b>生活品牌公司<b>洋葱全球</b>NYSEOGplanson 以 7.25 美元至 9.25 美元的价格出售 1250 万股广告。该公司的目标是新鲜、时尚和未来的品牌，在中国和亚洲部分地区被称为3F。该公司拥有23个类别的4000多个品牌，销往43个国家。洋葱环球是中国十大全球生活方式公司。该公司采用全渠道方法，包括自营电子商务平台 O'Mall、直播销售、第三方卖家和线下销售。该公司拥有210万活跃买家和1550万注册用户。</blockquote></p><p></p><p> <b>iPower:</b>Online hydroponic equipment seller<b>iPower Inc</b>NASDAQIPWplansto offer 5&nbsp;million shares at a price point of $9 to $11. The company offers its own brands and partnered brands through its websitewww.zenhydro.com. iPower-owned brands represented 76% of company sales in the six month period ending December 31, 2020. The company had sales of $26.2 million in the six month period ending December 31, 2020. Preliminary first-quarter revenue is expected to be in a range of $11.75 million to $12.75 million compared to $9.4 million in the prior year.</p><p><blockquote><b>电源：</b>在线水培设备卖家<b>iPower公司</b>NASDAQIPWplansto 以 9 至 11 美元的价格发行 500 万股股票。该公司通过其网站 www.zenhydro.com 提供自有品牌和合作品牌。截至2020年12月31日止六个月期间，iPower拥有的品牌占公司销售额的76%。截至2020年12月31日的六个月期间，该公司的销售额为2620万美元。第一季度初步收入预计在 1175 万美元至 1275 万美元之间，而上年同期为 940 万美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IPW":"iPower Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191168108","content_text":"The week of May 3 has several IPOs on the docket spread across sectors like consumer products, fashion, banking, vaccines and hydroponics. Here is a look at this week’s top offerings and details investors should know.\nWaterdrop:Working with insurance companies,WaterdropNYSEWDHseeksto have a positive social impact with its technology platform. Waterdrop has over 79.4 million cumulative customers and over 340 million donors to its crowdfunding platform, which is the largest medical crowdfunding platform in China.\nWaterdrop works with 62 insurance carriers and offers over 200 products to help customers and those seeking help with medical bills. The company had revenue of $464.1 million in fiscal 2020. The company plans on offering 30 million American depositary shares at a price point of $10 to $12.\nFive Star Bancorp:With branches in California,Five Star BancorpNASDAQFSBCisa regional bank company focused on the Sacramento market. The company ended 2020 with $1.8 billion in deposits and $1.5 billion in loans.\nFrom 2016 to 2020, the company saw compounded annual growth of 23.5% for assets, 23.8% for loans and 23.7% for deposits. First quarter preliminary numbers saw deposits grow 11.2% from the fourth quarter and loans grow 2.6% from the fourth quarter. The company plans on selling 5.265 million shares at a price point of $18 to $20.\nThe Honest Company:Clean lifestyle product companyThe Honest CompanyNASDAQHNSTcouldbe the most-watched IPO this week. The company was founded by actress Jessica Alba in 2012 in response to finding clean products and non-allergic reactions from products after giving birth.\nThe Honest Company prides itself in being “a conscious living company for today and tomorrow.” The company has grown from being a diapers-and-wipes company to covering every age and every life stage of its customers.\nThe Honest Company had revenue of $235.6 million in fiscal 2020, up 27.6% year-over-year. Diapers and wipes made up 63% of 2020 revenue, up 16.4% year-over-year. Skin and personal care product revenue represented 26% of sales in 2020 and were up 55% year-over-year. Household and wellness sales made up 11% of sales and had year-over-year growth of 116.5% in 2020. The Honest Company products can be purchased online from the company or sites likeAmazon.comAMZN 1.77%and in physical stores likeCostco Wholesale CorporationCOST 0.54%andTarget CorporationTGT 0.23%.\nFounder Alba will not sell any shares in the IPO and will own an estimated 6.1% of the company after the offering. The company isseekingto sell 25.8 million shares at a price point of $14 to $17.\nBowman Consulting Group:Professional services companyBowman Consulting GroupNASDAQBWMNoffersengineering solutions to customers. Bowman Consulting has over 2,200 customers who count on the company for services like planning, engineering, construction management, commissioning, geomatics, survey, land procurement and environmental consulting. The company had revenue of $122 million in the last fiscal year, up from $113.7 million in the prior year. Bowman Consulting plans to offer 3.1 million shares at a price point of $12 to $14.\nValneva:Vaccine companyValnevaNASDAQVLAplansto sell 7.1 million ordinary shares (3.55 million ADSs) at a price of $28.24. The company is focused on vaccine development in infectious diseases. Target areas include Lyme disease, the Chikungunya virus and COVID-19. The company’s lead program VLA15 is in Phase 2 trials to treat Lyme disease and is partnered withPfizer CorporationPFE 0.49%. Other clinical trials include VLA1553 to treat Chikungunya virus and VLA2001 to treat COVID-19. The company’s VLA1553 is the only known Phase 3 trial vaccine to treat Chikungunya, which could put it in the spotlight with spread to over 100 countries. Several of the company’s products have received Fast Track designation by the FDA.\nOnion Global:Lifestyle brand companyOnion GlobalNYSEOGplanson selling 12.5 million ADS at a price point of $7.25 to $9.25. The company targets fresh, fashionable and future brands, which it refers to as the 3Fs across China and parts of Asia. The company has over 4,000 brands in 23 categories sold in 43 countries. Onion Global is a top ten global lifestyle company in China. The company uses an omnichannel approach with its self operated ecommerce platform O’Mall, live streaming sales, third party sellers and offline sales. The company has 2.1 million active buyers and 15.5 million registered users.\niPower:Online hydroponic equipment selleriPower IncNASDAQIPWplansto offer 5 million shares at a price point of $9 to $11. The company offers its own brands and partnered brands through its websitewww.zenhydro.com. iPower-owned brands represented 76% of company sales in the six month period ending December 31, 2020. The company had sales of $26.2 million in the six month period ending December 31, 2020. Preliminary first-quarter revenue is expected to be in a range of $11.75 million to $12.75 million compared to $9.4 million in the prior year.","news_type":1,"symbols_score_info":{"IPW":0.9}},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":604061839,"gmtCreate":1639282591611,"gmtModify":1639282625055,"author":{"id":"3547639144615679","authorId":"3547639144615679","name":"Jchptan","avatar":"https://static.tigerbbs.com/d97f1aa10a314dfb46a4e618e4f46ac6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547639144615679","idStr":"3547639144615679"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604061839","repostId":"1103250344","repostType":4,"repost":{"id":"1103250344","kind":"news","pubTimestamp":1639280672,"share":"https://www.laohunote.com/m/news/1103250344?lang=zh_CN&edition=full","pubTime":"2021-12-12 11:44","market":"sh","language":"en","title":"US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来：物联网解决方案、葡萄酒和卫星在 IPO 第三周</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103250344","media":"renaissancecap...","summary":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to r","content":"<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p><p><blockquote>预计未来一周IPO市场将保持相对平静，三次IPO计划筹集7.89亿美元。</blockquote></p><p> IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p><p><blockquote>物联网解决方案开发商<b>轮回</b>（物联网）计划以116亿美元的市值筹集7.53亿美元。这家“物联网”公司提供了一个基于云的平台，将企业的资产与物理运营连接起来，提高了运营效率以及资产和员工的生产力。快速增长但高度无利可图，Samsara 在 2022 财年的 9 个月中，ARR 超过 10 万美元的客户实现了两位数的增长。</blockquote></p><p> Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p><p><blockquote>葡萄酒品牌<b>新鲜葡萄酒</b>(VINE) 计划以 1.16 亿美元的市值筹集 2100 万美元。这家名人创办的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine正在增长，但非常无利可图，它通过批发、零售和DTC渠道销售葡萄酒，并能够在所有50个州和波多黎各进行批发分销。</blockquote></p><p> Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. &nbsp;Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p><p><blockquote>微帽卫星显影剂<b>Sidus空间</b>（SIDU）计划以8100万美元的市值筹集1500万美元。该公司提供商业卫星服务，如设计、制造、发射和数据收集。Sidus Space 迄今为止已产生与航天相关的制造收入，但在 2021 年 9 月毛利率为负，高度无利可图。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1619493174116","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>US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来：物联网解决方案、葡萄酒和卫星在 IPO 第三周</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\">\nUS IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来：物联网解决方案、葡萄酒和卫星在 IPO 第三周</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-12 11:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p><p><blockquote>预计未来一周IPO市场将保持相对平静，三次IPO计划筹集7.89亿美元。</blockquote></p><p> IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p><p><blockquote>物联网解决方案开发商<b>轮回</b>（物联网）计划以116亿美元的市值筹集7.53亿美元。这家“物联网”公司提供了一个基于云的平台，将企业的资产与物理运营连接起来，提高了运营效率以及资产和员工的生产力。快速增长但高度无利可图，Samsara 在 2022 财年的 9 个月中，ARR 超过 10 万美元的客户实现了两位数的增长。</blockquote></p><p> Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p><p><blockquote>葡萄酒品牌<b>新鲜葡萄酒</b>(VINE) 计划以 1.16 亿美元的市值筹集 2100 万美元。这家名人创办的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine正在增长，但非常无利可图，它通过批发、零售和DTC渠道销售葡萄酒，并能够在所有50个州和波多黎各进行批发分销。</blockquote></p><p> Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. &nbsp;Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p><p><blockquote>微帽卫星显影剂<b>Sidus空间</b>（SIDU）计划以8100万美元的市值筹集1500万美元。该公司提供商业卫星服务，如设计、制造、发射和数据收集。Sidus Space 迄今为止已产生与航天相关的制造收入，但在 2021 年 9 月毛利率为负，高度无利可图。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week\">renaissancecap...</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":{".DJI":"道琼斯","IOT":"Samsara, Inc.",".IXIC":"NASDAQ Composite","SIDU":"Sidus Space Inc.",".SPX":"S&P 500 Index"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103250344","content_text":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.\nIoT solutions developerSamsara(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.\nWine brandFresh Vine Wine(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.\nMicro-cap satellite developerSidus Space(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection.  Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.","news_type":1,"symbols_score_info":{".IXIC":0,".DJI":0,"VINE":0,".SPX":0,"IOT":0,"SIDU":0}},"isVote":1,"tweetType":1,"viewCount":3292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":814085973,"gmtCreate":1630728377192,"gmtModify":1631888579044,"author":{"id":"3547639144615679","authorId":"3547639144615679","name":"Jchptan","avatar":"https://static.tigerbbs.com/d97f1aa10a314dfb46a4e618e4f46ac6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547639144615679","idStr":"3547639144615679"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/814085973","repostId":"1186003479","repostType":4,"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193596339,"gmtCreate":1620796686621,"gmtModify":1634196214274,"author":{"id":"3547639144615679","authorId":"3547639144615679","name":"Jchptan","avatar":"https://static.tigerbbs.com/d97f1aa10a314dfb46a4e618e4f46ac6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547639144615679","idStr":"3547639144615679"},"themes":[],"title":"","htmlText":"Comment pls","listText":"Comment pls","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/193596339","repostId":"2134698127","repostType":4,"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119607352,"gmtCreate":1622539252276,"gmtModify":1634100688009,"author":{"id":"3547639144615679","authorId":"3547639144615679","name":"Jchptan","avatar":"https://static.tigerbbs.com/d97f1aa10a314dfb46a4e618e4f46ac6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547639144615679","idStr":"3547639144615679"},"themes":[],"title":"","htmlText":"Comment pls","listText":"Comment pls","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/119607352","repostId":"1161737213","repostType":4,"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}