Blueman13的个人主页 - 老虎社区

Blueman13

Blueman13

暂无个人介绍

IP属地：未知

694关注

50粉丝

0主题

0勋章

2021-06-10

Usual stance to be

U.S. stocks end lower ahead of inflation report<blockquote>美股在通胀报告公布前收低</blockquote>

2021-05-10

Good

抱歉，原内容已删除

2021-09-21

That's a good news for market to go higher high

抱歉，原内容已删除

2021-06-18

$Altimmune, Inc.(ALT)$gonna be a star soon

2021-05-17

Good info. Sell on news for rebound up

抱歉，原内容已删除

2021-05-13

Bears will be around for 5 weeks

Opinion: The bears control the market now but it will be hard for them to hold it<blockquote>观点：空头现在控制了市场，但他们很难守住市场</blockquote>

2021-06-26

Like and comments

These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending<blockquote>这些股票可能因基础设施支出而“显着上涨”</blockquote>

2021-11-14

Good

7 Earnings Reports to Watch Next Week<blockquote>下周值得关注的7份财报</blockquote>

2021-09-10

Nice

抱歉，原内容已删除

2021-08-20

U think someone to comes out new vaccine

Moderna COVID-19 vaccine being probed in U.S. for higher-than-expected risk of side effect<blockquote>Moderna COVID-19疫苗因副作用风险高于预期而在美国接受调查</blockquote>

2021-08-15

All have different visions and all is a buy

AMD, Intel, And Nvidia: Which Is The Best Chip Stock?<blockquote>AMD、英特尔和英伟达：哪个是最好的芯片股？</blockquote>

2021-07-06

Nice to pick up more. Like and comments

Chinese EV stocks slipped in Friday morning trading<blockquote>中国电动汽车股周五早盘下跌</blockquote>

2021-06-30

Nice. Like and comments

抱歉，原内容已删除

2021-05-20

Nice

Cisco stock drops as higher costs amid chip shortage ding earnings outlook<blockquote>芯片短缺导致成本上升影响盈利前景，思科股价下跌</blockquote>

2021-04-30

Expected this quater to beat the street. Next is gonna hurt bad

Amazon sales surge 44% as it smashes earnings expectations<blockquote>亚马逊销售额飙升44%，超出盈利预期</blockquote>

2021-10-28

Nice

抱歉，原内容已删除

2021-09-25

$Tesla Motors(TSLA)$finally a good burst

2021-08-07

$NVIDIA Corp(NVDA)$Nice and well managed

2021-07-26

Cautious

抱歉，原内容已删除

2021-07-01

Nice. Like and comments

S&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘新高，连续第五个季度上涨</blockquote>

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3551240289585145","uuid":"3551240289585145","gmtCreate":1588146267226,"gmtModify":1619589283163,"name":"Blueman13","pinyin":"blueman13","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":50,"headSize":694,"tweetSize":545,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.02.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"93.93%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.68%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":696650241,"gmtCreate":1640688090383,"gmtModify":1640688090938,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Possible only if it can set&nbsp;on a strong hold there","listText":"Possible only if it can set&nbsp;on a strong hold there","text":"Possible only if it can set on a strong hold there","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696650241","repostId":"1125729887","repostType":2,"repost":{"id":"1125729887","kind":"news","pubTimestamp":1640681936,"share":"https://www.laohu8.com/m/news/1125729887?lang=zh_CN&edition=full","pubTime":"2021-12-28 16:58","market":"us","language":"en","title":"AMD: Can It Surge to New Highs Before Year-End? Check the Chart.<blockquote>AMD：年底前能否飙升至新高？检查图表。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125729887","media":"TheStreet","summary":"AMD stock is hitting multiweek highs. Can it end the year on a powerful note?\nAdvanced Micro Devices","content":"<p>AMD stock is hitting multiweek highs. Can it end the year on a powerful note?</p><p><blockquote>AMD股价触及多周高点。它能以强有力的音符结束这一年吗？</blockquote></p><p> Advanced Micro Devices(<b>AMD</b>)&nbsp;opened higher on Monday and almost immediately gave us the rotation we were looking for.</p><p><blockquote>先进微设备公司（<b>AMD</b>）周一高开，几乎立即给了我们正在寻找的轮换。</blockquote></p><p> Specifically, I wanted to see if AMD&nbsp;could rotate over $149.02. Not only is that the previous day’s high, but it’s also the previous&nbsp;<i>week’s</i>&nbsp;high.</p><p><blockquote>具体来说，我想看看AMD能否超过149.02美元。这不仅是前一天的高点，也是之前的高点<i>周的</i>很高。</blockquote></p><p> In other words, clearing this level gave bulls a daily- and weekly-up trigger. Adding to its significance, the highs from the prior two weeks before last week were $147.04 and $147.93, respectively.</p><p><blockquote>换句话说，清除这一水平给了多头每日和每周上涨的触发器。更重要的是，上周之前两周的高点分别为147.04美元和147.93美元。</blockquote></p><p> Alongside Nvidia&nbsp;(<b>NVDA</b>), AMD has been trading quite well over the past few months.</p><p><blockquote>与英伟达一起（<b>NVDA</b>），AMD在过去几个月的交易表现相当不错。</blockquote></p><p> Bears will say chipmaker AMD's stock has been struggling, while bulls will argue that the stock move is healthy consolidation. Given the trend, I’d have to say I’m in the latter group.</p><p><blockquote>空头会说芯片制造商AMD的股票一直在苦苦挣扎，而多头会认为该股的走势是健康的盘整。鉴于这种趋势，我不得不说我属于后一类。</blockquote></p><p> In fact, just earlier this month,I was looking for a pullback&nbsp;to the 50-day moving average.</p><p><blockquote>事实上，就在本月早些时候，我正在寻找回调至50日均线。</blockquote></p><p> Amid the recent dip, Jim Cramer -- founder of TheStreet and CNBC commentator -- reminded investors that data centers, and specifically AMD and Nvidia chips,are pockets of strength. That's evident today.</p><p><blockquote>在最近的下跌中，TheStreet创始人兼CNBC评论员吉姆·克莱默(Jim Cramer)提醒投资者，数据中心，特别是AMD和Nvidia芯片，是优势所在。这在今天很明显。</blockquote></p><p> <b>Trading AMD Stock</b></p><p><blockquote><b>交易AMD股票</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b193d5a8e62d86affc0435342dac34e2\" tg-width=\"1139\" tg-height=\"866\" width=\"100%\" height=\"auto\"><span>Daily chart of AMD stock.</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD股票日线图。</span></p></blockquote></p><p> AMD&nbsp;climbed 1.6% on Friday. It closed above the 10-day and 21-day moving averages for the first time since Nov. 30.</p><p><blockquote>AMD周五上涨1.6%。自11月30日以来首次收于10日和21日移动均线上方。</blockquote></p><p> That’s pretty striking for a stock that has, largely speaking, traded quite well on the long side.</p><p><blockquote>对于一只从很大程度上来说，多头交易相当不错的股票来说，这是相当惊人的。</blockquote></p><p> After running from roughly $100 in early October to an all-time high north of $160 in late November, AMD stock desperately needed some consolidation.</p><p><blockquote>AMD股价从10月初的约100美元上涨至11月底160美元以上的历史高点后，迫切需要进行一些盘整。</blockquote></p><p> Now we’ve had it, and now we have some upside rotation to work with, too.</p><p><blockquote>现在我们已经有了它，现在我们也有一些上行旋转可以处理。</blockquote></p><p> On the chart above, I put an arrow above the last three weekly highs, emphasizing the importance of the $147 area.</p><p><blockquote>在上面的图表中，我在最近三周高点上方放置了一个箭头，强调了147美元区域的重要性。</blockquote></p><p> Combined with the finish last week above the 10-day and 21-day moving averages, Monday’s rotation served as a powerful spark to AMD stock, allowing it to quickly rotate over $150.</p><p><blockquote>结合上周收盘价高于10日和21日移动平均线，周一的轮动为AMD股票带来了强大的火花，使其迅速轮动超过150美元。</blockquote></p><p> Now, I know new all-time highs by year-end sounds like a stretch — and it won't be easy — but all we need from here is a 7% rally.&nbsp;And the shares are up 5% so far today, so it’s clearly in the realm of possibility.</p><p><blockquote>现在，我知道年底前创下历史新高听起来有些牵强——而且这并不容易——但我们需要的只是7%的反弹。今天到目前为止，该股已上涨5%，因此这显然是有可能的。</blockquote></p><p> Even if it doesn’t come to fruition, we could see AMD stock hit new highs early next year.</p><p><blockquote>即使没有实现，我们也可能会看到AMD股价在明年初创下新高。</blockquote></p><p> Above $164.50 and the bulls may start to look at the upside extension area near $185, where the stock finds its 161.8% extension.</p><p><blockquote>高于164.50美元，多头可能会开始关注185美元附近的上行延伸区域，该股将在该区域找到161.8%的延伸。</blockquote></p><p> On the downside, let’s see if AMD can hold the 10-day moving average and $147 to $149 area as support.</p><p><blockquote>下行方面，看看AMD能否守住10日均线和147美元至149美元区域作为支撑。</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>AMD: Can It Surge to New Highs Before Year-End? Check the Chart.<blockquote>AMD：年底前能否飙升至新高？检查图表。</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\">\nAMD: Can It Surge to New Highs Before Year-End? Check the Chart.<blockquote>AMD：年底前能否飙升至新高？检查图表。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-28 16:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMD stock is hitting multiweek highs. Can it end the year on a powerful note?</p><p><blockquote>AMD股价触及多周高点。它能以强有力的音符结束这一年吗？</blockquote></p><p> Advanced Micro Devices(<b>AMD</b>)&nbsp;opened higher on Monday and almost immediately gave us the rotation we were looking for.</p><p><blockquote>先进微设备公司（<b>AMD</b>）周一高开，几乎立即给了我们正在寻找的轮换。</blockquote></p><p> Specifically, I wanted to see if AMD&nbsp;could rotate over $149.02. Not only is that the previous day’s high, but it’s also the previous&nbsp;<i>week’s</i>&nbsp;high.</p><p><blockquote>具体来说，我想看看AMD能否超过149.02美元。这不仅是前一天的高点，也是之前的高点<i>周的</i>很高。</blockquote></p><p> In other words, clearing this level gave bulls a daily- and weekly-up trigger. Adding to its significance, the highs from the prior two weeks before last week were $147.04 and $147.93, respectively.</p><p><blockquote>换句话说，清除这一水平给了多头每日和每周上涨的触发器。更重要的是，上周之前两周的高点分别为147.04美元和147.93美元。</blockquote></p><p> Alongside Nvidia&nbsp;(<b>NVDA</b>), AMD has been trading quite well over the past few months.</p><p><blockquote>与英伟达一起（<b>NVDA</b>），AMD在过去几个月的交易表现相当不错。</blockquote></p><p> Bears will say chipmaker AMD's stock has been struggling, while bulls will argue that the stock move is healthy consolidation. Given the trend, I’d have to say I’m in the latter group.</p><p><blockquote>空头会说芯片制造商AMD的股票一直在苦苦挣扎，而多头会认为该股的走势是健康的盘整。鉴于这种趋势，我不得不说我属于后一类。</blockquote></p><p> In fact, just earlier this month,I was looking for a pullback&nbsp;to the 50-day moving average.</p><p><blockquote>事实上，就在本月早些时候，我正在寻找回调至50日均线。</blockquote></p><p> Amid the recent dip, Jim Cramer -- founder of TheStreet and CNBC commentator -- reminded investors that data centers, and specifically AMD and Nvidia chips,are pockets of strength. That's evident today.</p><p><blockquote>在最近的下跌中，TheStreet创始人兼CNBC评论员吉姆·克莱默(Jim Cramer)提醒投资者，数据中心，特别是AMD和Nvidia芯片，是优势所在。这在今天很明显。</blockquote></p><p> <b>Trading AMD Stock</b></p><p><blockquote><b>交易AMD股票</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b193d5a8e62d86affc0435342dac34e2\" tg-width=\"1139\" tg-height=\"866\" width=\"100%\" height=\"auto\"><span>Daily chart of AMD stock.</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD股票日线图。</span></p></blockquote></p><p> AMD&nbsp;climbed 1.6% on Friday. It closed above the 10-day and 21-day moving averages for the first time since Nov. 30.</p><p><blockquote>AMD周五上涨1.6%。自11月30日以来首次收于10日和21日移动均线上方。</blockquote></p><p> That’s pretty striking for a stock that has, largely speaking, traded quite well on the long side.</p><p><blockquote>对于一只从很大程度上来说，多头交易相当不错的股票来说，这是相当惊人的。</blockquote></p><p> After running from roughly $100 in early October to an all-time high north of $160 in late November, AMD stock desperately needed some consolidation.</p><p><blockquote>AMD股价从10月初的约100美元上涨至11月底160美元以上的历史高点后，迫切需要进行一些盘整。</blockquote></p><p> Now we’ve had it, and now we have some upside rotation to work with, too.</p><p><blockquote>现在我们已经有了它，现在我们也有一些上行旋转可以处理。</blockquote></p><p> On the chart above, I put an arrow above the last three weekly highs, emphasizing the importance of the $147 area.</p><p><blockquote>在上面的图表中，我在最近三周高点上方放置了一个箭头，强调了147美元区域的重要性。</blockquote></p><p> Combined with the finish last week above the 10-day and 21-day moving averages, Monday’s rotation served as a powerful spark to AMD stock, allowing it to quickly rotate over $150.</p><p><blockquote>结合上周收盘价高于10日和21日移动平均线，周一的轮动为AMD股票带来了强大的火花，使其迅速轮动超过150美元。</blockquote></p><p> Now, I know new all-time highs by year-end sounds like a stretch — and it won't be easy — but all we need from here is a 7% rally.&nbsp;And the shares are up 5% so far today, so it’s clearly in the realm of possibility.</p><p><blockquote>现在，我知道年底前创下历史新高听起来有些牵强——而且这并不容易——但我们需要的只是7%的反弹。今天到目前为止，该股已上涨5%，因此这显然是有可能的。</blockquote></p><p> Even if it doesn’t come to fruition, we could see AMD stock hit new highs early next year.</p><p><blockquote>即使没有实现，我们也可能会看到AMD股价在明年初创下新高。</blockquote></p><p> Above $164.50 and the bulls may start to look at the upside extension area near $185, where the stock finds its 161.8% extension.</p><p><blockquote>高于164.50美元，多头可能会开始关注185美元附近的上行延伸区域，该股将在该区域找到161.8%的延伸。</blockquote></p><p> On the downside, let’s see if AMD can hold the 10-day moving average and $147 to $149 area as support.</p><p><blockquote>下行方面，看看AMD能否守住10日均线和147美元至149美元区域作为支撑。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/advanced-micro-devices-stock-new-highs-before-year-end-december-2021\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.thestreet.com/investing/advanced-micro-devices-stock-new-highs-before-year-end-december-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125729887","content_text":"AMD stock is hitting multiweek highs. Can it end the year on a powerful note?\nAdvanced Micro Devices(AMD) opened higher on Monday and almost immediately gave us the rotation we were looking for.\nSpecifically, I wanted to see if AMD could rotate over $149.02. Not only is that the previous day’s high, but it’s also the previous week’s high.\nIn other words, clearing this level gave bulls a daily- and weekly-up trigger. Adding to its significance, the highs from the prior two weeks before last week were $147.04 and $147.93, respectively.\nAlongside Nvidia (NVDA), AMD has been trading quite well over the past few months.\nBears will say chipmaker AMD's stock has been struggling, while bulls will argue that the stock move is healthy consolidation. Given the trend, I’d have to say I’m in the latter group.\nIn fact, just earlier this month,I was looking for a pullback to the 50-day moving average.\nAmid the recent dip, Jim Cramer -- founder of TheStreet and CNBC commentator -- reminded investors that data centers, and specifically AMD and Nvidia chips,are pockets of strength. That's evident today.\nTrading AMD Stock\nDaily chart of AMD stock.\nAMD climbed 1.6% on Friday. It closed above the 10-day and 21-day moving averages for the first time since Nov. 30.\nThat’s pretty striking for a stock that has, largely speaking, traded quite well on the long side.\nAfter running from roughly $100 in early October to an all-time high north of $160 in late November, AMD stock desperately needed some consolidation.\nNow we’ve had it, and now we have some upside rotation to work with, too.\nOn the chart above, I put an arrow above the last three weekly highs, emphasizing the importance of the $147 area.\nCombined with the finish last week above the 10-day and 21-day moving averages, Monday’s rotation served as a powerful spark to AMD stock, allowing it to quickly rotate over $150.\nNow, I know new all-time highs by year-end sounds like a stretch — and it won't be easy — but all we need from here is a 7% rally. And the shares are up 5% so far today, so it’s clearly in the realm of possibility.\nEven if it doesn’t come to fruition, we could see AMD stock hit new highs early next year.\nAbove $164.50 and the bulls may start to look at the upside extension area near $185, where the stock finds its 161.8% extension.\nOn the downside, let’s see if AMD can hold the 10-day moving average and $147 to $149 area as support.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696939176,"gmtCreate":1640593110441,"gmtModify":1640593111047,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696939176","repostId":"698890172","repostType":1,"repost":{"id":698890172,"gmtCreate":1640330758690,"gmtModify":1640368329981,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"themes":[],"htmlText":"\n \n \n  【英伟达被瑞银评为2022年最佳股票选择】如果你不知道2022年要买什么股票，瑞银告诉你，最佳选择是英伟达！ <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>\n \n","listText":"【英伟达被瑞银评为2022年最佳股票选择】如果你不知道2022年要买什么股票，瑞银告诉你，最佳选择是英伟达！ <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"【英伟达被瑞银评为2022年最佳股票选择】如果你不知道2022年要买什么股票，瑞银告诉你，最佳选择是英伟达！ $英伟达(NVDA)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698890172","isVote":1,"tweetType":2,"object":{"id":"3c96744305ad4f67b665ae49bb2042aa","tweetId":"698890172","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/336883dc387702293482851198/A6MvEhFv47YA.mp4","poster":"https://static.tigerbbs.com/224f92a6d600357d1f7918ab3eea69ca"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698210616,"gmtCreate":1640402696251,"gmtModify":1640402696764,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698210616","repostId":"2193317307","repostType":2,"isVote":1,"tweetType":1,"viewCount":3226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698210090,"gmtCreate":1640402635281,"gmtModify":1640402635836,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Apple always a sore loser. Can't take even a small hit at them. shameful[Happy]&nbsp;","listText":"Apple always a sore loser. Can't take even a small hit at them. shameful[Happy]&nbsp;","text":"Apple always a sore loser. Can't take even a small hit at them. shameful[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698210090","repostId":"2193078173","repostType":2,"isVote":1,"tweetType":1,"viewCount":3243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691800924,"gmtCreate":1640157184275,"gmtModify":1640157184792,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"One to watch","listText":"One to watch","text":"One to watch","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691800924","repostId":"1148139257","repostType":4,"repost":{"id":"1148139257","kind":"news","pubTimestamp":1640156605,"share":"https://www.laohu8.com/m/news/1148139257?lang=zh_CN&edition=full","pubTime":"2021-12-22 15:03","market":"us","language":"en","title":"Nvidia: Data Center Will Dominate, But I'll Wait At These Prices<blockquote>英伟达：数据中心将占据主导地位，但我会以这些价格等待</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148139257","media":"Seeking Alpha","summary":"Summary\n\nNvidia's business and technology is second to none and the company has proven it can create","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Nvidia's business and technology is second to none and the company has proven it can create and lead multiple markets.</li>  <li>Data Center is set to take the reins in terms of revenue and is what investors should want; this division drives gross margins.</li>  <li>But the stock is pricing in a long runway of growth and won't achieve it in the timeframe needed to justify the valuation.</li>  <li>I'm content holding here but will add at $264 and below.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16229a92c1ab97cde25cb10d9bf33c38\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Mikhail Konoplev/iStock via Getty Images</span></p><p><blockquote><ul><li>英伟达的业务和技术是首屈一指的，该公司已经证明它可以创造和引领多个市场。</li><li>数据中心将在收入方面占据主导地位，这是投资者应该想要的；该部门提高了毛利率。</li><li>但该股的定价处于漫长的增长轨道上，并且不会在证明估值合理所需的时间范围内实现这一目标。</li><li>我满足于持有这里，但将增加264美元及以下。</li></ul><p class=\"t-img-caption\"><span>米哈伊尔·科诺普列夫/iStock来自Getty Images</span></p></blockquote></p><p> It's hard to find a company able to dominate one field in several markets. However, you can surely find companies dominating one field in one market. For example, Netflix (NFLX) dominates the streaming field in movies/shows, but not live sports or video games. Finding a company dominating in one area, such as computing power, while doing so in different markets like gaming, data center, and professional rendering is hard to come by. But, NVIDIA (NVDA) fits the bill quite nicely. Its field of specialized computing power has become unmatched, growing revenue at outsized rates by creating new technology and use cases. This is driving accelerating growth which is being rewarded handsomely in the market as its Data Center division prepares to take the company's reins. But even so, I can't justify paying for it at these lofty valuations.</p><p><blockquote>很难找到一家公司能够在多个市场中主导一个领域。然而，你肯定可以找到在一个市场中主导一个领域的公司。例如，Netflix(NFLX)在电影/节目流媒体领域占据主导地位，但在体育直播或视频游戏领域却不占据主导地位。很难找到一家公司在计算能力等一个领域占据主导地位，同时在游戏、数据中心和专业渲染等不同市场占据主导地位。但是，英伟达(NVDA)非常符合这一要求。其专业计算能力领域已变得无与伦比，通过创造新技术和用例以惊人的速度增长收入。这正在推动加速增长，随着其数据中心部门准备接管公司，这在市场上获得了丰厚的回报。但即便如此，我也无法证明以如此高的估值为其付费是合理的。</blockquote></p><p> Don't get me wrong, I'm not only an avid Nvidia bull - with&nbsp;the record to prove it&nbsp;- but have also done very well investing in it. It has become one of my largest stock returns on a percentage basis in my investing career. And, as I will get to shortly, Nvidia's dominance is not set to wane anytime soon. But, even still, building a position above $300 has a lot more risk embedded in it as growth rates will have to extend higher for longer to match the valuation.</p><p><blockquote>不要误会我的意思，我不仅是一个狂热的英伟达多头——有记录证明了这一点——而且在投资方面也做得很好。它已成为我投资生涯中按百分比计算的最大股票回报之一。而且，正如我很快就会讲到的，英伟达的主导地位不会很快减弱。但是，即便如此，建立300美元以上的头寸也存在更大的风险，因为增长率必须在更长时间内保持较高水平才能与估值相匹配。</blockquote></p><p> <b>Great Business Strength On Two Fronts</b></p><p><blockquote><b>两方面业务实力雄厚</b></blockquote></p><p> Nvidia beating estimates and raising guidance is nothing new over the last several quarters. What is interesting, though, is its ability to continue growing the Gaming division during supply constraint times and seasonally weak quarters. This is apparent in the company's ability to grow Gaming revenue by 5.2% quarter-over-quarter in FQ3. Management expects this strength to continue, though. According to it, Gaming and Data Center will drive sequential growth for FQ4.</p><p><blockquote>过去几个季度，英伟达超出预期并提高指引并不是什么新鲜事。然而，有趣的是，它有能力在供应紧张时期和季节性疲软的季度继续发展游戏部门。这一点在该公司第三季度游戏收入环比增长5.2%的能力中显而易见。不过，管理层预计这种优势将持续下去。据其称，游戏和数据中心将推动第四季度的环比增长。</blockquote></p><p>   <i>We expect sequential growth to be driven by datacenter and gaming more than offsetting a decline in CMP.</i>    Nvidia CFO,FQ3 Earnings Call  The key part is the growth in Data Center is outpacing the growth of Gaming over the last few quarters. As a result, I won't be surprised if Data Center matches or exceeds Gaming revenue for the first time since FQ2 '21 in the current quarter (FQ4 '22). And that's because Data Center growth has picked up over the last two quarters, exceeding Gaming's sequential growth.</p><p><blockquote><i>我们预计数据中心和游戏将推动环比增长，足以抵消CMP的下降。</i>英伟达首席财务官，第三季度收益看涨期权关键部分是过去几个季度数据中心的增长超过了游戏的增长。因此，如果本季度数据中心自21年第二季度（22年第四季度）以来首次达到或超过游戏收入，我不会感到惊讶。这是因为数据中心的增长在过去两个季度有所回升，超过了游戏的环比增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5aa9ae7f41224f726f309ec9ce84a1a\" tg-width=\"640\" tg-height=\"370\" width=\"100%\" height=\"auto\"><span>(Source: Chart mine, data from Nvidia's FQ3 '22 Quarterly Revenue Trend)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Chart mine，数据来自英伟达FQ3'22季度收入趋势）</span></p></blockquote></p><p> As the quarter-over-quarter lines on the secondary axis show, Data Center has accelerated growth since FQ4 '21, while Gaming growth has slowed since FQ1 '22. The large growth in FQ2 '21 has to do with the Mellanox acquisition, and because the growth I'm outlining starts in FQ4 '21, it becomes independent of Mellanox as the comparisons are Q/Q and not Y/Y. This is especially true after three quarters of nominal sequential growth between FQ3 '21 and FQ1 '22.</p><p><blockquote>正如次轴上的环比线所示，数据中心自21年第4季度以来增长加速，而游戏增长自22年第1季度以来放缓。FQ2'21的大幅增长与Mellanox收购有关，并且由于我概述的增长始于FQ4'21，因此它变得独立于Mellanox，因为比较是季度/季度而不是年/年。在21年第三季度和22年第一季度之间经历了三个季度的名义环比增长之后尤其如此。</blockquote></p><p> Now, I don't expect Data Center to grow sequentially at 24% or more in FQ4 '22, but I do expect it to grow faster than Gaming. Based on what we see from recent earnings from other companies like Broadcom (AVGO) and Marvell (MRVL), data center looks to be very robust heading into the end of the year. As a result, my estimates have 14% Data Center growth and 5% Gaming growth (Q/Q). While this is a deceleration for both divisions, I've left room for Data Center to make up the $35M difference in my calculations between it and Gaming for the crown of the company, should the overall quarter outperform my estimate.</p><p><blockquote>现在，我预计数据中心在22年第四季度的环比增长率不会达到24%或更高，但我确实预计它的增长速度会快于游戏。根据我们从Broadcom(AVGO)和Marvell(MRVL)等其他公司最近的收益中看到的情况，数据中心在今年年底看起来非常强劲。因此，我估计数据中心增长14%，游戏增长5%（环比）。虽然这对两个部门来说都是减速，但如果整个季度的表现超出我的预期，我已经为数据中心留出了空间，以弥补我计算中it和游戏之间3500万美元的差额。</blockquote></p><p></p><p> Digging further, notice which division's Q/Q growth aligns with gross margins. And, more precisely, the makeup of Data Center's revenue share between it and Gaming is what is driving gross margin trends (calculated as (DC)/(DC+Gaming)), as shown below. Data Center moving into the number one position is exactly what investors should want as it drives gross margins higher. The Omniverse and Metaverse story aligns perfectly with a more significant Data Center division. And it helps Nvidia has been pushing for Data Center growth over the last several years, well before the Mellanox acquisition was announced in 2019, because the company is ahead of the curve needed in the tech industry to be ready for metaverse demands.</p><p><blockquote>进一步挖掘，请注意哪个部门的季度/季度增长与毛利率一致。更准确地说，数据中心在it和游戏之间的收入份额构成推动了毛利率趋势（计算为（DC）/（DC+游戏）），如下所示。数据中心跃居第一的位置正是投资者应该想要的，因为它会提高毛利率。Omniverse和元宇宙的故事与更重要的数据中心部门完美契合。这有助于英伟达在过去几年中一直在推动数据中心的增长，远在2019年宣布收购Mellanox之前，因为该公司领先于科技行业为元宇宙需求做好准备所需的曲线。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce95b60f491febf2a5cc611f983de1a3\" tg-width=\"640\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>(Source: Chart mine, data from Nvidia's Quarterly Press Releases)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Chart mine，数据来自英伟达季度新闻稿）</span></p></blockquote></p><p> These are all great reasons why Nvidia is performing well on the business front and will continue to do so. There is assured strength in both of its main markets and is only seeing increasing, strong demand for GPUs in the data center and PC. As far as Nvidia's business goes, it's one of my favorites and has the greatest potential for creating new use cases and end-market demand through its ever-improving technology.</p><p><blockquote>这些都是英伟达在业务方面表现良好并将继续如此的重要原因。它在两个主要市场都有一定的实力，而且数据中心和PC对GPU的需求也在不断增长。就英伟达的业务而言，它是我最喜欢的业务之一，并且通过其不断改进的技术创造新的用例和终端市场需求的潜力最大。</blockquote></p><p> <b>Where Business Meets Stock</b></p><p><blockquote><b>业务与库存的相遇</b></blockquote></p><p> The points I just discussed are why the stock's valuation has skyrocketed over the last several months - it's pricing in this continued growth and margins of the Data Center. However, when is the valuation too much for the market to handle?</p><p><blockquote>我刚才讨论的要点是为什么该股的估值在过去几个月里飙升——这是对数据中心持续增长和利润率的定价。然而，什么时候估值过高，市场难以承受？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f9cdd482c064248470e0c01e9b9ab90\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> With the price-to-sales ratio near relatively historical highs, the market is saying it expects 50% revenue growth to continue over the next three years. This, therefore, means the market is expecting consensus estimates to rise pretty significantly over the next year or so. As a result, the company would have to hit slightly above the 'High' estimate shown below for 2023 and 2024 to justify the valuation.</p><p><blockquote>由于市销率接近相对历史高位，市场表示预计未来三年收入将继续增长50%。因此，这意味着市场预计共识预期将在未来一年左右大幅上升。因此，该公司必须略高于下面所示的2023年和2024年的“高”预期，才能证明估值合理。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cabb94994fe458be597ed0a3260763f\" tg-width=\"640\" tg-height=\"133\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> This isn't impossible for Nvidia, which has continued to raise the bar over the last two years, but getting to $49.50B in revenue in FY2024 (which is only a February 2023 beginning, as in a little over one year away) is not likely to happen without the ARM (ARMH) acquisition going through. At this point, it's not very likely it does, as there are mounting objections from all the key countries.</p><p><blockquote>对于Nvidia来说，这并非不可能，该公司在过去两年中不断提高标准，但在2024财年（2023年2月才开始，还有一年多一点的时间）收入达到$49.50 B是不可能的。如果没有ARM(ARMH)收购的进行，这种情况就不太可能发生。在这一点上，这种情况不太可能发生，因为来自所有主要国家的反对意见越来越多。</blockquote></p><p> As I've already outlined, Nvidia's business is strong and has quite amazing potential to push technology further than it ever has and to capitalize on it richly. The question I have with the stock at or above a 30 P/S ratio is can it drive the same returns from here as it has up to this point? The company will have to prove it can outperform even more than its track record of raising guidance and then beating guidance by more than $1B (between the guidance raise and subsequent beat of consensus) per quarter to get to the lofty 2024 numbers needed.</p><p><blockquote>正如我已经概述的，英伟达的业务很强大，并且具有相当惊人的潜力，可以比以往任何时候都更深入地推动技术并充分利用它。我对市盈率为30或以上的股票的问题是，它能否从现在开始带来与目前相同的回报？该公司必须证明，它的表现甚至可以超越其提高指引的记录，然后每季度超出指引超过10亿美元（在指引上调和随后超出共识之间），才能达到所需的2024年高数字。</blockquote></p><p> <b>Finding A Level To Add At</b></p><p><blockquote><b>查找要添加的级别</b></blockquote></p><p> I originally shared these thoughts&nbsp;with my subscribers on November 24th, when the stock traded for $326 a share. The stock is now trading around $300, lower by 8%, and while this reduces risk, the stock is still riskier than I would prefer to add to my position. With high multiple stocks being targeted for selling over the last few weeks, Nvidia is a prime target for being hit similarly.</p><p><blockquote>我最初是在11月24日与我的订阅者分享这些想法的，当时该股的交易价格为每股326美元。该股目前的交易价格约为300美元，下跌了8%，虽然这降低了风险，但该股的风险仍然高于我愿意加仓的风险。随着过去几周高市盈率股票成为抛售目标，英伟达也是受到类似打击的主要目标。</blockquote></p><p> That being said, where am I comfortable to add?</p><p><blockquote>话虽如此，我在哪里可以舒服地添加呢？</blockquote></p><p> A 20 or below blended forward P/S ratio to start would significantly reduce risk while still granting Nvidia a multiple worthy of consistently high growth. This implies a share price of $210. I don't foresee the stock getting there unless the market fears instability for growth or we have a market correction. If you're an absolute risk-averse growth stock investor, there's your target.</p><p><blockquote>一开始的混合远期市盈率为20或以下将显着降低风险，同时仍然为Nvidia提供值得持续高增长的市盈率。这意味着股价为210美元。我预计该股不会达到这一目标，除非市场担心增长不稳定或者我们出现市场调整。如果您是绝对规避风险的成长型股票投资者，那么这就是您的目标。</blockquote></p><p> For those of us a little more risk-tolerant, I would put a P/S ratio of 20 against FY23's revenue estimates, which currently sits at $31.45B. This gives us a $248 target where one can add. Furthermore, adding a slight upside to the consensus estimates to account for steady beat and raises derives a $33.5B revenue estimate (still below the highest estimate for $34.40B) and equates to a share price of $264, a downside of 12% from Wednesday's levels.</p><p><blockquote>对于我们这些风险承受能力稍强的人来说，我会将市盈率定为20，而2023财年的收入预期目前为$31.45 B。这给了我们一个248美元的目标，可以添加。此外，在共识预期的基础上增加小幅上行空间，以考虑到稳定的节拍和加薪，收入预期为$33.5 B（仍低于$34.40 B的最高预期），相当于股价为$264，较周三下跌12%水平。</blockquote></p><p> <b>I'll Be Patient</b></p><p><blockquote><b>我会有耐心的</b></blockquote></p><p></p><p> This doesn't mean I'm not constructive on the stock - perhaps it continues to move higher and estimates are raised over the next several months, in which case, I'm glad I'm holding. But that's exactly it; I'm holding my current position and looking to opportunistically add on dips if the market allows it. I'm bullish on the company but don't prefer the risk dished out by the current valuation.</p><p><blockquote>这并不意味着我对该股没有建设性——也许它会继续走高，并且在未来几个月内预期会上调，在这种情况下，我很高兴我持有该股。但事实就是如此。我持有目前的头寸，如果市场允许，我希望在逢低买入。我看好该公司，但不喜欢当前估值带来的风险。</blockquote></p><p> I look forward to adding if the opportunity arises, but won't be upset if the stock continues higher.</p><p><blockquote>如果机会出现，我期待着补充，但如果股票继续走高，我不会感到不安。</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>Nvidia: Data Center Will Dominate, But I'll Wait At These Prices<blockquote>英伟达：数据中心将占据主导地位，但我会以这些价格等待</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\">\nNvidia: Data Center Will Dominate, But I'll Wait At These Prices<blockquote>英伟达：数据中心将占据主导地位，但我会以这些价格等待</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\">2021-12-22 15:03</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>Nvidia's business and technology is second to none and the company has proven it can create and lead multiple markets.</li>  <li>Data Center is set to take the reins in terms of revenue and is what investors should want; this division drives gross margins.</li>  <li>But the stock is pricing in a long runway of growth and won't achieve it in the timeframe needed to justify the valuation.</li>  <li>I'm content holding here but will add at $264 and below.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16229a92c1ab97cde25cb10d9bf33c38\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Mikhail Konoplev/iStock via Getty Images</span></p><p><blockquote><ul><li>英伟达的业务和技术是首屈一指的，该公司已经证明它可以创造和引领多个市场。</li><li>数据中心将在收入方面占据主导地位，这是投资者应该想要的；该部门提高了毛利率。</li><li>但该股的定价处于漫长的增长轨道上，并且不会在证明估值合理所需的时间范围内实现这一目标。</li><li>我满足于持有这里，但将增加264美元及以下。</li></ul><p class=\"t-img-caption\"><span>米哈伊尔·科诺普列夫/iStock来自Getty Images</span></p></blockquote></p><p> It's hard to find a company able to dominate one field in several markets. However, you can surely find companies dominating one field in one market. For example, Netflix (NFLX) dominates the streaming field in movies/shows, but not live sports or video games. Finding a company dominating in one area, such as computing power, while doing so in different markets like gaming, data center, and professional rendering is hard to come by. But, NVIDIA (NVDA) fits the bill quite nicely. Its field of specialized computing power has become unmatched, growing revenue at outsized rates by creating new technology and use cases. This is driving accelerating growth which is being rewarded handsomely in the market as its Data Center division prepares to take the company's reins. But even so, I can't justify paying for it at these lofty valuations.</p><p><blockquote>很难找到一家公司能够在多个市场中主导一个领域。然而，你肯定可以找到在一个市场中主导一个领域的公司。例如，Netflix(NFLX)在电影/节目流媒体领域占据主导地位，但在体育直播或视频游戏领域却不占据主导地位。很难找到一家公司在计算能力等一个领域占据主导地位，同时在游戏、数据中心和专业渲染等不同市场占据主导地位。但是，英伟达(NVDA)非常符合这一要求。其专业计算能力领域已变得无与伦比，通过创造新技术和用例以惊人的速度增长收入。这正在推动加速增长，随着其数据中心部门准备接管公司，这在市场上获得了丰厚的回报。但即便如此，我也无法证明以如此高的估值为其付费是合理的。</blockquote></p><p> Don't get me wrong, I'm not only an avid Nvidia bull - with&nbsp;the record to prove it&nbsp;- but have also done very well investing in it. It has become one of my largest stock returns on a percentage basis in my investing career. And, as I will get to shortly, Nvidia's dominance is not set to wane anytime soon. But, even still, building a position above $300 has a lot more risk embedded in it as growth rates will have to extend higher for longer to match the valuation.</p><p><blockquote>不要误会我的意思，我不仅是一个狂热的英伟达多头——有记录证明了这一点——而且在投资方面也做得很好。它已成为我投资生涯中按百分比计算的最大股票回报之一。而且，正如我很快就会讲到的，英伟达的主导地位不会很快减弱。但是，即便如此，建立300美元以上的头寸也存在更大的风险，因为增长率必须在更长时间内保持较高水平才能与估值相匹配。</blockquote></p><p> <b>Great Business Strength On Two Fronts</b></p><p><blockquote><b>两方面业务实力雄厚</b></blockquote></p><p> Nvidia beating estimates and raising guidance is nothing new over the last several quarters. What is interesting, though, is its ability to continue growing the Gaming division during supply constraint times and seasonally weak quarters. This is apparent in the company's ability to grow Gaming revenue by 5.2% quarter-over-quarter in FQ3. Management expects this strength to continue, though. According to it, Gaming and Data Center will drive sequential growth for FQ4.</p><p><blockquote>过去几个季度，英伟达超出预期并提高指引并不是什么新鲜事。然而，有趣的是，它有能力在供应紧张时期和季节性疲软的季度继续发展游戏部门。这一点在该公司第三季度游戏收入环比增长5.2%的能力中显而易见。不过，管理层预计这种优势将持续下去。据其称，游戏和数据中心将推动第四季度的环比增长。</blockquote></p><p>   <i>We expect sequential growth to be driven by datacenter and gaming more than offsetting a decline in CMP.</i>    Nvidia CFO,FQ3 Earnings Call  The key part is the growth in Data Center is outpacing the growth of Gaming over the last few quarters. As a result, I won't be surprised if Data Center matches or exceeds Gaming revenue for the first time since FQ2 '21 in the current quarter (FQ4 '22). And that's because Data Center growth has picked up over the last two quarters, exceeding Gaming's sequential growth.</p><p><blockquote><i>我们预计数据中心和游戏将推动环比增长，足以抵消CMP的下降。</i>英伟达首席财务官，第三季度收益看涨期权关键部分是过去几个季度数据中心的增长超过了游戏的增长。因此，如果本季度数据中心自21年第二季度（22年第四季度）以来首次达到或超过游戏收入，我不会感到惊讶。这是因为数据中心的增长在过去两个季度有所回升，超过了游戏的环比增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5aa9ae7f41224f726f309ec9ce84a1a\" tg-width=\"640\" tg-height=\"370\" width=\"100%\" height=\"auto\"><span>(Source: Chart mine, data from Nvidia's FQ3 '22 Quarterly Revenue Trend)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Chart mine，数据来自英伟达FQ3'22季度收入趋势）</span></p></blockquote></p><p> As the quarter-over-quarter lines on the secondary axis show, Data Center has accelerated growth since FQ4 '21, while Gaming growth has slowed since FQ1 '22. The large growth in FQ2 '21 has to do with the Mellanox acquisition, and because the growth I'm outlining starts in FQ4 '21, it becomes independent of Mellanox as the comparisons are Q/Q and not Y/Y. This is especially true after three quarters of nominal sequential growth between FQ3 '21 and FQ1 '22.</p><p><blockquote>正如次轴上的环比线所示，数据中心自21年第4季度以来增长加速，而游戏增长自22年第1季度以来放缓。FQ2'21的大幅增长与Mellanox收购有关，并且由于我概述的增长始于FQ4'21，因此它变得独立于Mellanox，因为比较是季度/季度而不是年/年。在21年第三季度和22年第一季度之间经历了三个季度的名义环比增长之后尤其如此。</blockquote></p><p> Now, I don't expect Data Center to grow sequentially at 24% or more in FQ4 '22, but I do expect it to grow faster than Gaming. Based on what we see from recent earnings from other companies like Broadcom (AVGO) and Marvell (MRVL), data center looks to be very robust heading into the end of the year. As a result, my estimates have 14% Data Center growth and 5% Gaming growth (Q/Q). While this is a deceleration for both divisions, I've left room for Data Center to make up the $35M difference in my calculations between it and Gaming for the crown of the company, should the overall quarter outperform my estimate.</p><p><blockquote>现在，我预计数据中心在22年第四季度的环比增长率不会达到24%或更高，但我确实预计它的增长速度会快于游戏。根据我们从Broadcom(AVGO)和Marvell(MRVL)等其他公司最近的收益中看到的情况，数据中心在今年年底看起来非常强劲。因此，我估计数据中心增长14%，游戏增长5%（环比）。虽然这对两个部门来说都是减速，但如果整个季度的表现超出我的预期，我已经为数据中心留出了空间，以弥补我计算中it和游戏之间3500万美元的差额。</blockquote></p><p></p><p> Digging further, notice which division's Q/Q growth aligns with gross margins. And, more precisely, the makeup of Data Center's revenue share between it and Gaming is what is driving gross margin trends (calculated as (DC)/(DC+Gaming)), as shown below. Data Center moving into the number one position is exactly what investors should want as it drives gross margins higher. The Omniverse and Metaverse story aligns perfectly with a more significant Data Center division. And it helps Nvidia has been pushing for Data Center growth over the last several years, well before the Mellanox acquisition was announced in 2019, because the company is ahead of the curve needed in the tech industry to be ready for metaverse demands.</p><p><blockquote>进一步挖掘，请注意哪个部门的季度/季度增长与毛利率一致。更准确地说，数据中心在it和游戏之间的收入份额构成推动了毛利率趋势（计算为（DC）/（DC+游戏）），如下所示。数据中心跃居第一的位置正是投资者应该想要的，因为它会提高毛利率。Omniverse和元宇宙的故事与更重要的数据中心部门完美契合。这有助于英伟达在过去几年中一直在推动数据中心的增长，远在2019年宣布收购Mellanox之前，因为该公司领先于科技行业为元宇宙需求做好准备所需的曲线。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce95b60f491febf2a5cc611f983de1a3\" tg-width=\"640\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>(Source: Chart mine, data from Nvidia's Quarterly Press Releases)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Chart mine，数据来自英伟达季度新闻稿）</span></p></blockquote></p><p> These are all great reasons why Nvidia is performing well on the business front and will continue to do so. There is assured strength in both of its main markets and is only seeing increasing, strong demand for GPUs in the data center and PC. As far as Nvidia's business goes, it's one of my favorites and has the greatest potential for creating new use cases and end-market demand through its ever-improving technology.</p><p><blockquote>这些都是英伟达在业务方面表现良好并将继续如此的重要原因。它在两个主要市场都有一定的实力，而且数据中心和PC对GPU的需求也在不断增长。就英伟达的业务而言，它是我最喜欢的业务之一，并且通过其不断改进的技术创造新的用例和终端市场需求的潜力最大。</blockquote></p><p> <b>Where Business Meets Stock</b></p><p><blockquote><b>业务与库存的相遇</b></blockquote></p><p> The points I just discussed are why the stock's valuation has skyrocketed over the last several months - it's pricing in this continued growth and margins of the Data Center. However, when is the valuation too much for the market to handle?</p><p><blockquote>我刚才讨论的要点是为什么该股的估值在过去几个月里飙升——这是对数据中心持续增长和利润率的定价。然而，什么时候估值过高，市场难以承受？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f9cdd482c064248470e0c01e9b9ab90\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> With the price-to-sales ratio near relatively historical highs, the market is saying it expects 50% revenue growth to continue over the next three years. This, therefore, means the market is expecting consensus estimates to rise pretty significantly over the next year or so. As a result, the company would have to hit slightly above the 'High' estimate shown below for 2023 and 2024 to justify the valuation.</p><p><blockquote>由于市销率接近相对历史高位，市场表示预计未来三年收入将继续增长50%。因此，这意味着市场预计共识预期将在未来一年左右大幅上升。因此，该公司必须略高于下面所示的2023年和2024年的“高”预期，才能证明估值合理。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cabb94994fe458be597ed0a3260763f\" tg-width=\"640\" tg-height=\"133\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> This isn't impossible for Nvidia, which has continued to raise the bar over the last two years, but getting to $49.50B in revenue in FY2024 (which is only a February 2023 beginning, as in a little over one year away) is not likely to happen without the ARM (ARMH) acquisition going through. At this point, it's not very likely it does, as there are mounting objections from all the key countries.</p><p><blockquote>对于Nvidia来说，这并非不可能，该公司在过去两年中不断提高标准，但在2024财年（2023年2月才开始，还有一年多一点的时间）收入达到$49.50 B是不可能的。如果没有ARM(ARMH)收购的进行，这种情况就不太可能发生。在这一点上，这种情况不太可能发生，因为来自所有主要国家的反对意见越来越多。</blockquote></p><p> As I've already outlined, Nvidia's business is strong and has quite amazing potential to push technology further than it ever has and to capitalize on it richly. The question I have with the stock at or above a 30 P/S ratio is can it drive the same returns from here as it has up to this point? The company will have to prove it can outperform even more than its track record of raising guidance and then beating guidance by more than $1B (between the guidance raise and subsequent beat of consensus) per quarter to get to the lofty 2024 numbers needed.</p><p><blockquote>正如我已经概述的，英伟达的业务很强大，并且具有相当惊人的潜力，可以比以往任何时候都更深入地推动技术并充分利用它。我对市盈率为30或以上的股票的问题是，它能否从现在开始带来与目前相同的回报？该公司必须证明，它的表现甚至可以超越其提高指引的记录，然后每季度超出指引超过10亿美元（在指引上调和随后超出共识之间），才能达到所需的2024年高数字。</blockquote></p><p> <b>Finding A Level To Add At</b></p><p><blockquote><b>查找要添加的级别</b></blockquote></p><p> I originally shared these thoughts&nbsp;with my subscribers on November 24th, when the stock traded for $326 a share. The stock is now trading around $300, lower by 8%, and while this reduces risk, the stock is still riskier than I would prefer to add to my position. With high multiple stocks being targeted for selling over the last few weeks, Nvidia is a prime target for being hit similarly.</p><p><blockquote>我最初是在11月24日与我的订阅者分享这些想法的，当时该股的交易价格为每股326美元。该股目前的交易价格约为300美元，下跌了8%，虽然这降低了风险，但该股的风险仍然高于我愿意加仓的风险。随着过去几周高市盈率股票成为抛售目标，英伟达也是受到类似打击的主要目标。</blockquote></p><p> That being said, where am I comfortable to add?</p><p><blockquote>话虽如此，我在哪里可以舒服地添加呢？</blockquote></p><p> A 20 or below blended forward P/S ratio to start would significantly reduce risk while still granting Nvidia a multiple worthy of consistently high growth. This implies a share price of $210. I don't foresee the stock getting there unless the market fears instability for growth or we have a market correction. If you're an absolute risk-averse growth stock investor, there's your target.</p><p><blockquote>一开始的混合远期市盈率为20或以下将显着降低风险，同时仍然为Nvidia提供值得持续高增长的市盈率。这意味着股价为210美元。我预计该股不会达到这一目标，除非市场担心增长不稳定或者我们出现市场调整。如果您是绝对规避风险的成长型股票投资者，那么这就是您的目标。</blockquote></p><p> For those of us a little more risk-tolerant, I would put a P/S ratio of 20 against FY23's revenue estimates, which currently sits at $31.45B. This gives us a $248 target where one can add. Furthermore, adding a slight upside to the consensus estimates to account for steady beat and raises derives a $33.5B revenue estimate (still below the highest estimate for $34.40B) and equates to a share price of $264, a downside of 12% from Wednesday's levels.</p><p><blockquote>对于我们这些风险承受能力稍强的人来说，我会将市盈率定为20，而2023财年的收入预期目前为$31.45 B。这给了我们一个248美元的目标，可以添加。此外，在共识预期的基础上增加小幅上行空间，以考虑到稳定的节拍和加薪，收入预期为$33.5 B（仍低于$34.40 B的最高预期），相当于股价为$264，较周三下跌12%水平。</blockquote></p><p> <b>I'll Be Patient</b></p><p><blockquote><b>我会有耐心的</b></blockquote></p><p></p><p> This doesn't mean I'm not constructive on the stock - perhaps it continues to move higher and estimates are raised over the next several months, in which case, I'm glad I'm holding. But that's exactly it; I'm holding my current position and looking to opportunistically add on dips if the market allows it. I'm bullish on the company but don't prefer the risk dished out by the current valuation.</p><p><blockquote>这并不意味着我对该股没有建设性——也许它会继续走高，并且在未来几个月内预期会上调，在这种情况下，我很高兴我持有该股。但事实就是如此。我持有目前的头寸，如果市场允许，我希望在逢低买入。我看好该公司，但不喜欢当前估值带来的风险。</blockquote></p><p> I look forward to adding if the opportunity arises, but won't be upset if the stock continues higher.</p><p><blockquote>如果机会出现，我期待着补充，但如果股票继续走高，我不会感到不安。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4475654-nvidia-data-center-will-dominate-wait-these-prices\">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":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4475654-nvidia-data-center-will-dominate-wait-these-prices","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148139257","content_text":"Summary\n\nNvidia's business and technology is second to none and the company has proven it can create and lead multiple markets.\nData Center is set to take the reins in terms of revenue and is what investors should want; this division drives gross margins.\nBut the stock is pricing in a long runway of growth and won't achieve it in the timeframe needed to justify the valuation.\nI'm content holding here but will add at $264 and below.\n\nMikhail Konoplev/iStock via Getty Images\nIt's hard to find a company able to dominate one field in several markets. However, you can surely find companies dominating one field in one market. For example, Netflix (NFLX) dominates the streaming field in movies/shows, but not live sports or video games. Finding a company dominating in one area, such as computing power, while doing so in different markets like gaming, data center, and professional rendering is hard to come by. But, NVIDIA (NVDA) fits the bill quite nicely. Its field of specialized computing power has become unmatched, growing revenue at outsized rates by creating new technology and use cases. This is driving accelerating growth which is being rewarded handsomely in the market as its Data Center division prepares to take the company's reins. But even so, I can't justify paying for it at these lofty valuations.\nDon't get me wrong, I'm not only an avid Nvidia bull - with the record to prove it - but have also done very well investing in it. It has become one of my largest stock returns on a percentage basis in my investing career. And, as I will get to shortly, Nvidia's dominance is not set to wane anytime soon. But, even still, building a position above $300 has a lot more risk embedded in it as growth rates will have to extend higher for longer to match the valuation.\nGreat Business Strength On Two Fronts\nNvidia beating estimates and raising guidance is nothing new over the last several quarters. What is interesting, though, is its ability to continue growing the Gaming division during supply constraint times and seasonally weak quarters. This is apparent in the company's ability to grow Gaming revenue by 5.2% quarter-over-quarter in FQ3. Management expects this strength to continue, though. According to it, Gaming and Data Center will drive sequential growth for FQ4.\n\nWe expect sequential growth to be driven by datacenter and gaming more than offsetting a decline in CMP.\n\n\n Nvidia CFO,FQ3 Earnings Call\n\nThe key part is the growth in Data Center is outpacing the growth of Gaming over the last few quarters. As a result, I won't be surprised if Data Center matches or exceeds Gaming revenue for the first time since FQ2 '21 in the current quarter (FQ4 '22). And that's because Data Center growth has picked up over the last two quarters, exceeding Gaming's sequential growth.\n(Source: Chart mine, data from Nvidia's FQ3 '22 Quarterly Revenue Trend)\nAs the quarter-over-quarter lines on the secondary axis show, Data Center has accelerated growth since FQ4 '21, while Gaming growth has slowed since FQ1 '22. The large growth in FQ2 '21 has to do with the Mellanox acquisition, and because the growth I'm outlining starts in FQ4 '21, it becomes independent of Mellanox as the comparisons are Q/Q and not Y/Y. This is especially true after three quarters of nominal sequential growth between FQ3 '21 and FQ1 '22.\nNow, I don't expect Data Center to grow sequentially at 24% or more in FQ4 '22, but I do expect it to grow faster than Gaming. Based on what we see from recent earnings from other companies like Broadcom (AVGO) and Marvell (MRVL), data center looks to be very robust heading into the end of the year. As a result, my estimates have 14% Data Center growth and 5% Gaming growth (Q/Q). While this is a deceleration for both divisions, I've left room for Data Center to make up the $35M difference in my calculations between it and Gaming for the crown of the company, should the overall quarter outperform my estimate.\nDigging further, notice which division's Q/Q growth aligns with gross margins. And, more precisely, the makeup of Data Center's revenue share between it and Gaming is what is driving gross margin trends (calculated as (DC)/(DC+Gaming)), as shown below. Data Center moving into the number one position is exactly what investors should want as it drives gross margins higher. The Omniverse and Metaverse story aligns perfectly with a more significant Data Center division. And it helps Nvidia has been pushing for Data Center growth over the last several years, well before the Mellanox acquisition was announced in 2019, because the company is ahead of the curve needed in the tech industry to be ready for metaverse demands.\n(Source: Chart mine, data from Nvidia's Quarterly Press Releases)\nThese are all great reasons why Nvidia is performing well on the business front and will continue to do so. There is assured strength in both of its main markets and is only seeing increasing, strong demand for GPUs in the data center and PC. As far as Nvidia's business goes, it's one of my favorites and has the greatest potential for creating new use cases and end-market demand through its ever-improving technology.\nWhere Business Meets Stock\nThe points I just discussed are why the stock's valuation has skyrocketed over the last several months - it's pricing in this continued growth and margins of the Data Center. However, when is the valuation too much for the market to handle?\nData by YCharts\nWith the price-to-sales ratio near relatively historical highs, the market is saying it expects 50% revenue growth to continue over the next three years. This, therefore, means the market is expecting consensus estimates to rise pretty significantly over the next year or so. As a result, the company would have to hit slightly above the 'High' estimate shown below for 2023 and 2024 to justify the valuation.\n(Source: Seeking Alpha)\nThis isn't impossible for Nvidia, which has continued to raise the bar over the last two years, but getting to $49.50B in revenue in FY2024 (which is only a February 2023 beginning, as in a little over one year away) is not likely to happen without the ARM (ARMH) acquisition going through. At this point, it's not very likely it does, as there are mounting objections from all the key countries.\nAs I've already outlined, Nvidia's business is strong and has quite amazing potential to push technology further than it ever has and to capitalize on it richly. The question I have with the stock at or above a 30 P/S ratio is can it drive the same returns from here as it has up to this point? The company will have to prove it can outperform even more than its track record of raising guidance and then beating guidance by more than $1B (between the guidance raise and subsequent beat of consensus) per quarter to get to the lofty 2024 numbers needed.\nFinding A Level To Add At\nI originally shared these thoughts with my subscribers on November 24th, when the stock traded for $326 a share. The stock is now trading around $300, lower by 8%, and while this reduces risk, the stock is still riskier than I would prefer to add to my position. With high multiple stocks being targeted for selling over the last few weeks, Nvidia is a prime target for being hit similarly.\nThat being said, where am I comfortable to add?\nA 20 or below blended forward P/S ratio to start would significantly reduce risk while still granting Nvidia a multiple worthy of consistently high growth. This implies a share price of $210. I don't foresee the stock getting there unless the market fears instability for growth or we have a market correction. If you're an absolute risk-averse growth stock investor, there's your target.\nFor those of us a little more risk-tolerant, I would put a P/S ratio of 20 against FY23's revenue estimates, which currently sits at $31.45B. This gives us a $248 target where one can add. Furthermore, adding a slight upside to the consensus estimates to account for steady beat and raises derives a $33.5B revenue estimate (still below the highest estimate for $34.40B) and equates to a share price of $264, a downside of 12% from Wednesday's levels.\nI'll Be Patient\nThis doesn't mean I'm not constructive on the stock - perhaps it continues to move higher and estimates are raised over the next several months, in which case, I'm glad I'm holding. But that's exactly it; I'm holding my current position and looking to opportunistically add on dips if the market allows it. I'm bullish on the company but don't prefer the risk dished out by the current valuation.\nI look forward to adding if the opportunity arises, but won't be upset if the stock continues higher.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693547937,"gmtCreate":1640053898231,"gmtModify":1640054459068,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Gold the in thing always&nbsp;","listText":"Gold the in thing always&nbsp;","text":"Gold the in thing always","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693547937","repostId":"1125906796","repostType":4,"isVote":1,"tweetType":1,"viewCount":3478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699783188,"gmtCreate":1639896001495,"gmtModify":1639896002019,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"May go down to 15 for value investment&nbsp;","listText":"May go down to 15 for value investment&nbsp;","text":"May go down to 15 for value investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699783188","repostId":"1170599515","repostType":4,"repost":{"id":"1170599515","kind":"news","pubTimestamp":1639872378,"share":"https://www.laohu8.com/m/news/1170599515?lang=zh_CN&edition=full","pubTime":"2021-12-19 08:06","market":"us","language":"en","title":"Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动中推出新车型并谈论动力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170599515","media":"Seeking Alpha","summary":"$Nio $ unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\". The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenar","content":"<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p><p><blockquote><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天在2021年蔚来日推出了ET5中型智能电动轿车。该车是这家中国电动汽车制造商的第五款量产车型。</blockquote></p><p> The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p><p><blockquote>该汽车制造商表示，ET5借鉴了ET7流畅的轮廓，“将高性能自动驾驶传感器无缝集成到其纯粹而进步的车身线条中”。</blockquote></p><p> Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p><p><blockquote>客户可以以328,000元（51,450美元）的价格购买带电池组的ET5，75kWh电池组版本和386,000元（60,550美元）的价格购买100kWh版本。这些价格是补贴前的价格。</blockquote></p><p> The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p><p><blockquote>ET5以最新的蔚来自动驾驶为特色，据称将在高速公路、市区、停车和换电等场景逐步实现安全放心的自动驾驶体验。</blockquote></p><p> Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p><p><blockquote>蔚来（蔚来）活动的其他亮点包括ET7的更新。该公司还谈到了其电力和电池充电计划。蔚来（蔚来）表示，目前已在全国部署3348个目的地充电桩和3136个超级充电桩。已经为94K用户安装了家用充电器。</blockquote></p><p> Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</p><p><blockquote>如果该事件引起轰动，请关注蔚来（蔚来）周一的反弹。蔚来已经是StockTwits和Reddit的WallStreetBets上讨论最多的股票之一。查看下周关注的所有股票，了解股价波动情况。</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>Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动中推出新车型并谈论动力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动中推出新车型并谈论动力</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\">2021-12-19 08:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p><p><blockquote><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天在2021年蔚来日推出了ET5中型智能电动轿车。该车是这家中国电动汽车制造商的第五款量产车型。</blockquote></p><p> The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p><p><blockquote>该汽车制造商表示，ET5借鉴了ET7流畅的轮廓，“将高性能自动驾驶传感器无缝集成到其纯粹而进步的车身线条中”。</blockquote></p><p> Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p><p><blockquote>客户可以以328,000元（51,450美元）的价格购买带电池组的ET5，75kWh电池组版本和386,000元（60,550美元）的价格购买100kWh版本。这些价格是补贴前的价格。</blockquote></p><p> The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p><p><blockquote>ET5以最新的蔚来自动驾驶为特色，据称将在高速公路、市区、停车和换电等场景逐步实现安全放心的自动驾驶体验。</blockquote></p><p> Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p><p><blockquote>蔚来（蔚来）活动的其他亮点包括ET7的更新。该公司还谈到了其电力和电池充电计划。蔚来（蔚来）表示，目前已在全国部署3348个目的地充电桩和3136个超级充电桩。已经为94K用户安装了家用充电器。</blockquote></p><p> Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</p><p><blockquote>如果该事件引起轰动，请关注蔚来（蔚来）周一的反弹。蔚来已经是StockTwits和Reddit的WallStreetBets上讨论最多的股票之一。查看下周关注的所有股票，了解股价波动情况。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event\">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":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170599515","content_text":"Nio  unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.\nThe automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"\nCustomers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.\nThe ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.\nOther highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.\nWatch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699259460,"gmtCreate":1639818842459,"gmtModify":1639819682479,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Stopped. You are killing investors base on your own perspective.","listText":"Stopped. You are killing investors base on your own perspective.","text":"Stopped. You are killing investors base on your own perspective.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699259460","repostId":"2192754259","repostType":4,"isVote":1,"tweetType":1,"viewCount":2614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699259297,"gmtCreate":1639818694547,"gmtModify":1639819682000,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Traps again//<a href=\"https://laohu8.com/U/3581937655679729\">@Jasonngui</a>: Great&nbsp;","listText":"Traps again//<a href=\"https://laohu8.com/U/3581937655679729\">@Jasonngui</a>: Great&nbsp;","text":"Traps again//@Jasonngui: Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699259297","repostId":"1189235922","repostType":4,"repost":{"id":"1189235922","kind":"news","pubTimestamp":1639809269,"share":"https://www.laohu8.com/m/news/1189235922?lang=zh_CN&edition=full","pubTime":"2021-12-18 14:34","market":"us","language":"en","title":"DaVita authorizes additional $2B share repurchase<blockquote>DaVita授权额外回购20亿美元股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189235922","media":"Seeking Alpha","summary":"DaVita  Board of Directors increased the authorization under the existing share repurchase program b","content":"<p><a href=\"https://laohu8.com/S/DVA\">DaVita </a> Board of Directors increased the authorization under the existing share repurchase program by $2B in additional repurchasing authority.</p><p><blockquote><a href=\"https://laohu8.com/S/DVA\">达维塔</a>董事会将现有股票回购计划下的授权增加了20亿美元的额外回购授权。</blockquote></p><p> The amount of shares authorized to be repurchased under the new authorization does not include the amount remaining under the company’s existing share repurchase program authorized on December 10, 2020 .</p><p><blockquote>根据新授权授权回购的股份金额不包括2020年12月10日授权的公司现有股份回购计划下剩余的金额。</blockquote></p><p> Some bearish commentary and rating on the stock by SA contributor who writes: 'The company appears to be overvalued, and there are several challenges facing the company in the future.'</p><p><blockquote>SA撰稿人对该股发表了一些看跌评论和评级，他写道：“该公司似乎被高估，该公司未来面临几项挑战。”</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>DaVita authorizes additional $2B share repurchase<blockquote>DaVita授权额外回购20亿美元股票</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\">\nDaVita authorizes additional $2B share repurchase<blockquote>DaVita授权额外回购20亿美元股票</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\">2021-12-18 14:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/DVA\">DaVita </a> Board of Directors increased the authorization under the existing share repurchase program by $2B in additional repurchasing authority.</p><p><blockquote><a href=\"https://laohu8.com/S/DVA\">达维塔</a>董事会将现有股票回购计划下的授权增加了20亿美元的额外回购授权。</blockquote></p><p> The amount of shares authorized to be repurchased under the new authorization does not include the amount remaining under the company’s existing share repurchase program authorized on December 10, 2020 .</p><p><blockquote>根据新授权授权回购的股份金额不包括2020年12月10日授权的公司现有股份回购计划下剩余的金额。</blockquote></p><p> Some bearish commentary and rating on the stock by SA contributor who writes: 'The company appears to be overvalued, and there are several challenges facing the company in the future.'</p><p><blockquote>SA撰稿人对该股发表了一些看跌评论和评级，他写道：“该公司似乎被高估，该公司未来面临几项挑战。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3781473-davita-authorizes-additional-2b-share-repurchase\">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":{"DVA":"达维塔保健"},"source_url":"https://seekingalpha.com/news/3781473-davita-authorizes-additional-2b-share-repurchase","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189235922","content_text":"DaVita  Board of Directors increased the authorization under the existing share repurchase program by $2B in additional repurchasing authority.\nThe amount of shares authorized to be repurchased under the new authorization does not include the amount remaining under the company’s existing share repurchase program authorized on December 10, 2020 .\nSome bearish commentary and rating on the stock by SA contributor who writes: 'The company appears to be overvalued, and there are several challenges facing the company in the future.'","news_type":1,"symbols_score_info":{"DVA":0.9}},"isVote":1,"tweetType":1,"viewCount":2276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699264922,"gmtCreate":1639814527817,"gmtModify":1639814529853,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Nit at the moment to take up","listText":"Nit at the moment to take up","text":"Nit at the moment to take up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699264922","repostId":"1109895138","repostType":4,"repost":{"id":"1109895138","kind":"news","pubTimestamp":1639810699,"share":"https://www.laohu8.com/m/news/1109895138?lang=zh_CN&edition=full","pubTime":"2021-12-18 14:58","market":"us","language":"en","title":"1 Surefire Growth Stock to Buy and Hold<blockquote>1只值得买入并持有的万无一失的成长型股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109895138","media":"Motley Fool","summary":"Globant may not be a familiar name to many investors, and at first glance, this company may fail to ","content":"<p><a href=\"https://laohu8.com/S/GLOB\"><b>Globant</b></a>&nbsp;may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the&nbsp;<b>S&amp;P 500</b>, and that outperformance could continue in the future.</p><p><blockquote><a href=\"https://laohu8.com/S/GLOB\"><b>全球</b></a>对于许多投资者来说，这可能不是一个熟悉的名字，乍一看，这家公司可能无法吸引你的注意力。毕竟，IT咨询并不是最具开创性的商业模式。但这只股票在过去三年里上涨了380%，粉碎了<b>标普500</b>，这种优异的表现在未来可能会持续下去。</blockquote></p><p> Globant employs over 20,500&nbsp;IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.</p><p><blockquote>Globant雇佣了20,500多名IT专业人员，他们在人工智能、增强现实和元宇宙等新兴技术方面拥有专业知识。为此，创始人领导的管理团队将Globant定位为数字化转型的关键推动者，这意味着该公司受益于巨大且不断增长的市场机会。</blockquote></p><p> <b>Trevor Jennewine:</b>&nbsp;Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.</p><p><blockquote><b>特雷弗·詹纽文：</b>当我想到拥有出色管理的公司时，我就会想到Globant。Globant由拉丁美洲的四个朋友于2003年创立。这四个人中的一个是现任首席执行官马丁·米戈亚。</blockquote></p><p> Globant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers like<b>Electronic Arts</b>,<b>MercadoLibre</b>, [<b>Alphabet</b>'s] Google,<b>Walt Disney</b>. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.</p><p><blockquote>Globant专门从事IT咨询和产品工程。该公司的专业知识涵盖了从区块链和人工智能到数据分析和增强现实的所有潮流技术。简而言之，Globant本质上是帮助组织实现其数字化转型计划。它的客户喜欢<b>电子艺界</b>,<b>自由市场</b>,[<b>Alphabet</b>的]谷歌，<b>迪斯尼</b>.这是一个很大的市场——数字化转型现在是一个非常流行的流行语。该公司预计，到2022年，其潜在市场将达到1540亿美元。</blockquote></p><p> Some of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.</p><p><blockquote>我之前提到的一些事情，我喜欢你有这个创始人领导的管理团队。如果你看看Glassdoor，似乎有一种强大的工作场所文化：93%的人会向朋友推荐这家公司，96%的人认可首席执行官。我认为这对于咨询公司来说尤其重要。Globant的业务围绕帮助组织实施和扩展新技术、提高运营效率、改善客户体验而构建。如果你的员工不喜欢每天来上班，那就很难了。</blockquote></p><p> Then, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.</p><p><blockquote>然后，该公司也获得了一些认可，这说明了它所取得的成功。根据Everest Group的一份报告，Globant是增长最快的五大工程服务公司之一。根据国际数据公司的一份报告，它也是一项领导者和客户体验改善服务。</blockquote></p><p> The financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.</p><p><blockquote>这里的财务业绩看起来也很好。去年，12亿美元的收入增长了50%；摊薄后每股盈利2.07美元，增长64%。他们现在也有1000多名客户。他们的客户群增长了14%。但是消费超过100万美元的客户，他们现在有162个这样的客户，增长了37%。很高兴看到他们增加了那里客户群的支出。</blockquote></p><p> Then between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.</p><p><blockquote>根据国际数据公司的数据，2022年至2024年间，全球企业将在数字化转型计划上花费6.3万亿美元。这只是一个巨大的市场机会。我认为有了这位创始人兼首席执行官，我认为他确实将公司引向了一个好的方向。这让我对Globant的未来充满信心。</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>1 Surefire Growth Stock to Buy and Hold<blockquote>1只值得买入并持有的万无一失的成长型股票</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\">\n1 Surefire Growth Stock to Buy and Hold<blockquote>1只值得买入并持有的万无一失的成长型股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-18 14:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/GLOB\"><b>Globant</b></a>&nbsp;may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the&nbsp;<b>S&amp;P 500</b>, and that outperformance could continue in the future.</p><p><blockquote><a href=\"https://laohu8.com/S/GLOB\"><b>全球</b></a>对于许多投资者来说，这可能不是一个熟悉的名字，乍一看，这家公司可能无法吸引你的注意力。毕竟，IT咨询并不是最具开创性的商业模式。但这只股票在过去三年里上涨了380%，粉碎了<b>标普500</b>，这种优异的表现在未来可能会持续下去。</blockquote></p><p> Globant employs over 20,500&nbsp;IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.</p><p><blockquote>Globant雇佣了20,500多名IT专业人员，他们在人工智能、增强现实和元宇宙等新兴技术方面拥有专业知识。为此，创始人领导的管理团队将Globant定位为数字化转型的关键推动者，这意味着该公司受益于巨大且不断增长的市场机会。</blockquote></p><p> <b>Trevor Jennewine:</b>&nbsp;Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.</p><p><blockquote><b>特雷弗·詹纽文：</b>当我想到拥有出色管理的公司时，我就会想到Globant。Globant由拉丁美洲的四个朋友于2003年创立。这四个人中的一个是现任首席执行官马丁·米戈亚。</blockquote></p><p> Globant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers like<b>Electronic Arts</b>,<b>MercadoLibre</b>, [<b>Alphabet</b>'s] Google,<b>Walt Disney</b>. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.</p><p><blockquote>Globant专门从事IT咨询和产品工程。该公司的专业知识涵盖了从区块链和人工智能到数据分析和增强现实的所有潮流技术。简而言之，Globant本质上是帮助组织实现其数字化转型计划。它的客户喜欢<b>电子艺界</b>,<b>自由市场</b>,[<b>Alphabet</b>的]谷歌，<b>迪斯尼</b>.这是一个很大的市场——数字化转型现在是一个非常流行的流行语。该公司预计，到2022年，其潜在市场将达到1540亿美元。</blockquote></p><p> Some of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.</p><p><blockquote>我之前提到的一些事情，我喜欢你有这个创始人领导的管理团队。如果你看看Glassdoor，似乎有一种强大的工作场所文化：93%的人会向朋友推荐这家公司，96%的人认可首席执行官。我认为这对于咨询公司来说尤其重要。Globant的业务围绕帮助组织实施和扩展新技术、提高运营效率、改善客户体验而构建。如果你的员工不喜欢每天来上班，那就很难了。</blockquote></p><p> Then, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.</p><p><blockquote>然后，该公司也获得了一些认可，这说明了它所取得的成功。根据Everest Group的一份报告，Globant是增长最快的五大工程服务公司之一。根据国际数据公司的一份报告，它也是一项领导者和客户体验改善服务。</blockquote></p><p> The financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.</p><p><blockquote>这里的财务业绩看起来也很好。去年，12亿美元的收入增长了50%；摊薄后每股盈利2.07美元，增长64%。他们现在也有1000多名客户。他们的客户群增长了14%。但是消费超过100万美元的客户，他们现在有162个这样的客户，增长了37%。很高兴看到他们增加了那里客户群的支出。</blockquote></p><p> Then between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.</p><p><blockquote>根据国际数据公司的数据，2022年至2024年间，全球企业将在数字化转型计划上花费6.3万亿美元。这只是一个巨大的市场机会。我认为有了这位创始人兼首席执行官，我认为他确实将公司引向了一个好的方向。这让我对Globant的未来充满信心。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GLOB":"Globant"},"source_url":"https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109895138","content_text":"Globant may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the S&P 500, and that outperformance could continue in the future.\nGlobant employs over 20,500 IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.\nTrevor Jennewine: Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.\nGlobant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers likeElectronic Arts,MercadoLibre, [Alphabet's] Google,Walt Disney. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.\nSome of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.\nThen, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.\nThe financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.\nThen between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.","news_type":1,"symbols_score_info":{"GLOB":0.9}},"isVote":1,"tweetType":1,"viewCount":1931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690372303,"gmtCreate":1639644063211,"gmtModify":1639644063773,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690372303","repostId":"1144821920","repostType":4,"isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607675120,"gmtCreate":1639538633710,"gmtModify":1639538634240,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607675120","repostId":"2191784951","repostType":4,"isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607957696,"gmtCreate":1639479522144,"gmtModify":1639479522637,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"That's surprising&nbsp;","listText":"That's surprising&nbsp;","text":"That's surprising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607957696","repostId":"1154976264","repostType":4,"repost":{"id":"1154976264","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1639475619,"share":"https://www.laohu8.com/m/news/1154976264?lang=zh_CN&edition=full","pubTime":"2021-12-14 17:53","market":"us","language":"en","title":"5 Stocks To Watch For December 14, 2021<blockquote>2021年12月14日值得关注的5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154976264","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects HEXO Corp. to report","content":"<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括：</blockquote></p><p> <ul>  <li>Wall Street expects&nbsp;<b>HEXO Corp.</b>&nbsp;to report a quarterly loss at $0.08 per share on revenue of $45.17 million before the opening bell. HEXO shares fell 1.8% to $0.9510 in pre-market trading.</li>  <li><b>MGM Resorts International</b>&nbsp;agreed to sell the operations of The Mirage Hotel &amp; Casino to Hard Rock International for around $1.075 billion in cash. MGM Resorts shares gained 0.4% to $40.49 in the after-hours trading session.</li>  <li><b>Tesla Inc</b>&nbsp;CEO Elon Musk sold another 934,091 shares in the automaker, worth nearly $906.5 million, on Monday, as per filings made with the U.S. Securities and Exchange Commission. Tesla shares fell 1.4% to $952.98 in after-hours trading following a 5% drop in regular trading session on Monday.</li> </ul> <ul>  <li><b>J.Jill, Inc.</b>&nbsp;reported better-than-expected results for its third quarter on Monday. J.Jill shares surged 14% to $16.57 in the after-hours trading session.</li>  <li>Analysts expect&nbsp;<b>Skillsoft Corp.</b>&nbsp;to post a quarterly loss at $0.11 per share on revenue of $168.46 million after the closing bell. Skillsoft shares dropped 4.1% to close at $10.51 on Monday.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b>HEXO公司。</b>开盘前公布季度亏损0.08美元，营收为4517万美元。HEXO股价在盘前交易中下跌1.8%至0.9510美元。</li><li><b>米高梅国际度假村</b>同意以约10.75亿美元现金将幻影酒店及赌场的业务出售给硬石国际。米高梅度假村股价在盘后交易时段上涨0.4%，至40.49美元。</li><li><b>特斯拉公司</b>根据向美国证券交易委员会提交的文件，首席执行官埃隆·马斯克周一又出售了该汽车制造商的934,091股股票，价值近9.065亿美元。继周一常规交易时段下跌5%后，特斯拉股价在盘后交易中下跌1.4%至952.98美元。</li></ul><ul><li><b>J.吉尔公司。</b>周一公布了好于预期的第三季度业绩。J.Jill股价在盘后交易时段飙升14%至16.57美元。</li><li>分析师预计<b>技能软件公司。</b>收盘后公布季度亏损为每股0.11美元，营收为1.6846亿美元。Skillsoft股价周一下跌4.1%，收于10.51美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For December 14, 2021<blockquote>2021年12月14日值得关注的5只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For December 14, 2021<blockquote>2021年12月14日值得关注的5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-14 17:53</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括：</blockquote></p><p> <ul>  <li>Wall Street expects&nbsp;<b>HEXO Corp.</b>&nbsp;to report a quarterly loss at $0.08 per share on revenue of $45.17 million before the opening bell. HEXO shares fell 1.8% to $0.9510 in pre-market trading.</li>  <li><b>MGM Resorts International</b>&nbsp;agreed to sell the operations of The Mirage Hotel &amp; Casino to Hard Rock International for around $1.075 billion in cash. MGM Resorts shares gained 0.4% to $40.49 in the after-hours trading session.</li>  <li><b>Tesla Inc</b>&nbsp;CEO Elon Musk sold another 934,091 shares in the automaker, worth nearly $906.5 million, on Monday, as per filings made with the U.S. Securities and Exchange Commission. Tesla shares fell 1.4% to $952.98 in after-hours trading following a 5% drop in regular trading session on Monday.</li> </ul> <ul>  <li><b>J.Jill, Inc.</b>&nbsp;reported better-than-expected results for its third quarter on Monday. J.Jill shares surged 14% to $16.57 in the after-hours trading session.</li>  <li>Analysts expect&nbsp;<b>Skillsoft Corp.</b>&nbsp;to post a quarterly loss at $0.11 per share on revenue of $168.46 million after the closing bell. Skillsoft shares dropped 4.1% to close at $10.51 on Monday.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b>HEXO公司。</b>开盘前公布季度亏损0.08美元，营收为4517万美元。HEXO股价在盘前交易中下跌1.8%至0.9510美元。</li><li><b>米高梅国际度假村</b>同意以约10.75亿美元现金将幻影酒店及赌场的业务出售给硬石国际。米高梅度假村股价在盘后交易时段上涨0.4%，至40.49美元。</li><li><b>特斯拉公司</b>根据向美国证券交易委员会提交的文件，首席执行官埃隆·马斯克周一又出售了该汽车制造商的934,091股股票，价值近9.065亿美元。继周一常规交易时段下跌5%后，特斯拉股价在盘后交易中下跌1.4%至952.98美元。</li></ul><ul><li><b>J.吉尔公司。</b>周一公布了好于预期的第三季度业绩。J.Jill股价在盘后交易时段飙升14%至16.57美元。</li><li>分析师预计<b>技能软件公司。</b>收盘后公布季度亏损为每股0.11美元，营收为1.6846亿美元。Skillsoft股价周一下跌4.1%，收于10.51美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKIL":"Skillsoft Corp.","MGM":"美高梅","JILL":"J.Jill Inc.","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154976264","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects HEXO Corp. to report a quarterly loss at $0.08 per share on revenue of $45.17 million before the opening bell. HEXO shares fell 1.8% to $0.9510 in pre-market trading.\nMGM Resorts International agreed to sell the operations of The Mirage Hotel & Casino to Hard Rock International for around $1.075 billion in cash. MGM Resorts shares gained 0.4% to $40.49 in the after-hours trading session.\nTesla Inc CEO Elon Musk sold another 934,091 shares in the automaker, worth nearly $906.5 million, on Monday, as per filings made with the U.S. Securities and Exchange Commission. Tesla shares fell 1.4% to $952.98 in after-hours trading following a 5% drop in regular trading session on Monday.\n\n\nJ.Jill, Inc. reported better-than-expected results for its third quarter on Monday. J.Jill shares surged 14% to $16.57 in the after-hours trading session.\nAnalysts expect Skillsoft Corp. to post a quarterly loss at $0.11 per share on revenue of $168.46 million after the closing bell. Skillsoft shares dropped 4.1% to close at $10.51 on Monday.","news_type":1,"symbols_score_info":{"HEXO":0.9,"MGM":0.9,"JILL":0.9,"SKIL":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605622863,"gmtCreate":1639155337863,"gmtModify":1639155338415,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"All factories overloaded is good","listText":"All factories overloaded is good","text":"All factories overloaded is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605622863","repostId":"1165282830","repostType":4,"repost":{"id":"1165282830","kind":"news","pubTimestamp":1639148461,"share":"https://www.laohu8.com/m/news/1165282830?lang=zh_CN&edition=full","pubTime":"2021-12-10 23:01","market":"us","language":"en","title":"Tesla stops taking Model S and Model X orders outside North America<blockquote>特斯拉停止接受北美以外地区Model S和Model X订单</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165282830","media":"Electrek","summary":"Tesla announced to potential buyers today that it stopped taking new Model S and Model X orders outs","content":"<p>Tesla announced to potential buyers today that it stopped taking new Model S and Model X orders outside North America.</p><p><blockquote>特斯拉今天向潜在买家宣布，停止接受北美以外的新Model S和Model X订单。</blockquote></p><p> It now expects deliveries in other markets to start during the second half of 2022.</p><p><blockquote>目前预计其他市场的交付将于2022年下半年开始。</blockquote></p><p> The news comes from an email that Tesla started sending out to people who have Model S and Model X vehicles on order in Europe.</p><p><blockquote>该消息来自特斯拉开始向在欧洲订购Model S和Model X车辆的人发送的一封电子邮件。</blockquote></p><p> Tesla writes in the email that it is not accepting any new orders (translated from German):</p><p><blockquote>特斯拉在电子邮件中写道，它不接受任何新订单（翻译自德语）：</blockquote></p><p>   In order to expedite the delivery of existing orders, including your Model X order, as much as possible, we are currently no longer accepting new orders for the Model S and Model X from markets outside of North America.  This is in response to Tesla likely having a large backlog of Model S/X orders in Europe and other markets, where there has been no new Model S/X shipment in a year.</p><p><blockquote>为了尽可能加快现有订单（包括您的Model X订单）的交付，我们目前不再接受来自北美以外市场的Model S和Model X的新订单。这是为了应对特斯拉可能在欧洲和其他市场积压了大量Model S/X订单，这些市场已经一年没有新的Model S/X出货。</blockquote></p><p> Tesla shut down Model S and Model X production in January of last year to update the vehicles.</p><p><blockquote>特斯拉于去年1月关闭了Model S和Model X的生产以更新车辆。</blockquote></p><p> During that year, the automaker kept taking new orders, but production was delayed with new Model S starting to slowly come off the assembly line in June and&nbsp;Model X in October.</p><p><blockquote>那一年，该汽车制造商不断接受新订单，但生产被推迟，新款Model S于6月开始慢慢下线，Model X于10月开始下线。</blockquote></p><p> Tesla is still catching up to the backlog in North America while new orders kept coming in from Europe and Asia.</p><p><blockquote>特斯拉仍在追赶北美的积压订单，而新订单不断来自欧洲和亚洲。</blockquote></p><p> In the email, Tesla says that it now aims to deliver the first Model S and Model X in Europe during the second half of next year:</p><p><blockquote>特斯拉在电子邮件中表示，目前的目标是明年下半年在欧洲交付首批Model S和Model X：</blockquote></p><p>   Your Model X is getting closer to delivery. We currently expect shipments outside of North America to begin in the second half of 2022.  This means that Europe would be without Model S and Model X for a year and a half.</p><p><blockquote>你的Model X离交付越来越近了。我们目前预计北美以外的发货将于2022年下半年开始。这意味着欧洲将有一年半的时间没有Model S和Model X。</blockquote></p><p> Here’s the email in full:</p><p><blockquote>以下是电子邮件全文：</blockquote></p><p>   Hello [redacted],    We are contacting you regarding the timing of your Model X order. As we expand production capacity, the launch dates for markets outside of North America have been postponed. We will inform you of the delivery times through your Tesla account when production begins.    Your Model X is getting closer to delivery. We currently expect shipments outside of North America to begin in the second half of 2022.    In order to expedite the delivery of existing orders, including your Model X order, as much as possible, we are currently no longer accepting new orders for the Model S and Model X from markets outside of North America.    The price of your Model X will continue to be the same as it was when you placed your order, unless your vehicle configuration has been changed. To apply your order fee to another model, or to receive a full refund, request a call to speak directly to a Tesla representative.    We apologize for any inconvenience this may cause.    Kind regards,    Your Tesla Team Testa </p><p><blockquote>您好【已编辑】，我们正在就您订购Model X的时间与您联系。随着我们扩大产能，北美以外市场的上市日期已经推迟。当生产开始时，我们将通过您的特斯拉帐户通知您交货时间。你的Model X离交付越来越近了。我们目前预计北美以外的发货将于2022年下半年开始。为了尽可能加快现有订单（包括您的Model X订单）的交付，我们目前不再接受来自北美以外市场的Model S和Model X的新订单。您的Model X的价格将继续与您下订单时相同，除非您的车辆配置发生了变化。要将您的订单费用应用于其他型号，或获得全额退款，请要求看涨期权直接与特斯拉代表联系。对于由此可能造成的任何不便，我们深表歉意。亲切的问候，您的特斯拉团队Testa</blockquote></p><p></p>","source":"lsy1627037122897","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>Tesla stops taking Model S and Model X orders outside North America<blockquote>特斯拉停止接受北美以外地区Model S和Model X订单</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\">\nTesla stops taking Model S and Model X orders outside North America<blockquote>特斯拉停止接受北美以外地区Model S和Model X订单</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Electrek</strong><span class=\"h-time small\">2021-12-10 23:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla announced to potential buyers today that it stopped taking new Model S and Model X orders outside North America.</p><p><blockquote>特斯拉今天向潜在买家宣布，停止接受北美以外的新Model S和Model X订单。</blockquote></p><p> It now expects deliveries in other markets to start during the second half of 2022.</p><p><blockquote>目前预计其他市场的交付将于2022年下半年开始。</blockquote></p><p> The news comes from an email that Tesla started sending out to people who have Model S and Model X vehicles on order in Europe.</p><p><blockquote>该消息来自特斯拉开始向在欧洲订购Model S和Model X车辆的人发送的一封电子邮件。</blockquote></p><p> Tesla writes in the email that it is not accepting any new orders (translated from German):</p><p><blockquote>特斯拉在电子邮件中写道，它不接受任何新订单（翻译自德语）：</blockquote></p><p>   In order to expedite the delivery of existing orders, including your Model X order, as much as possible, we are currently no longer accepting new orders for the Model S and Model X from markets outside of North America.  This is in response to Tesla likely having a large backlog of Model S/X orders in Europe and other markets, where there has been no new Model S/X shipment in a year.</p><p><blockquote>为了尽可能加快现有订单（包括您的Model X订单）的交付，我们目前不再接受来自北美以外市场的Model S和Model X的新订单。这是为了应对特斯拉可能在欧洲和其他市场积压了大量Model S/X订单，这些市场已经一年没有新的Model S/X出货。</blockquote></p><p> Tesla shut down Model S and Model X production in January of last year to update the vehicles.</p><p><blockquote>特斯拉于去年1月关闭了Model S和Model X的生产以更新车辆。</blockquote></p><p> During that year, the automaker kept taking new orders, but production was delayed with new Model S starting to slowly come off the assembly line in June and&nbsp;Model X in October.</p><p><blockquote>那一年，该汽车制造商不断接受新订单，但生产被推迟，新款Model S于6月开始慢慢下线，Model X于10月开始下线。</blockquote></p><p> Tesla is still catching up to the backlog in North America while new orders kept coming in from Europe and Asia.</p><p><blockquote>特斯拉仍在追赶北美的积压订单，而新订单不断来自欧洲和亚洲。</blockquote></p><p> In the email, Tesla says that it now aims to deliver the first Model S and Model X in Europe during the second half of next year:</p><p><blockquote>特斯拉在电子邮件中表示，目前的目标是明年下半年在欧洲交付首批Model S和Model X：</blockquote></p><p>   Your Model X is getting closer to delivery. We currently expect shipments outside of North America to begin in the second half of 2022.  This means that Europe would be without Model S and Model X for a year and a half.</p><p><blockquote>你的Model X离交付越来越近了。我们目前预计北美以外的发货将于2022年下半年开始。这意味着欧洲将有一年半的时间没有Model S和Model X。</blockquote></p><p> Here’s the email in full:</p><p><blockquote>以下是电子邮件全文：</blockquote></p><p>   Hello [redacted],    We are contacting you regarding the timing of your Model X order. As we expand production capacity, the launch dates for markets outside of North America have been postponed. We will inform you of the delivery times through your Tesla account when production begins.    Your Model X is getting closer to delivery. We currently expect shipments outside of North America to begin in the second half of 2022.    In order to expedite the delivery of existing orders, including your Model X order, as much as possible, we are currently no longer accepting new orders for the Model S and Model X from markets outside of North America.    The price of your Model X will continue to be the same as it was when you placed your order, unless your vehicle configuration has been changed. To apply your order fee to another model, or to receive a full refund, request a call to speak directly to a Tesla representative.    We apologize for any inconvenience this may cause.    Kind regards,    Your Tesla Team Testa </p><p><blockquote>您好【已编辑】，我们正在就您订购Model X的时间与您联系。随着我们扩大产能，北美以外市场的上市日期已经推迟。当生产开始时，我们将通过您的特斯拉帐户通知您交货时间。你的Model X离交付越来越近了。我们目前预计北美以外的发货将于2022年下半年开始。为了尽可能加快现有订单（包括您的Model X订单）的交付，我们目前不再接受来自北美以外市场的Model S和Model X的新订单。您的Model X的价格将继续与您下订单时相同，除非您的车辆配置发生了变化。要将您的订单费用应用于其他型号，或获得全额退款，请要求看涨期权直接与特斯拉代表联系。对于由此可能造成的任何不便，我们深表歉意。亲切的问候，您的特斯拉团队Testa</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://electrek.co/2021/12/10/tesla-stops-taking-model-s-x-orders-outside-north-america/\">Electrek</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":{"TSLA":"特斯拉"},"source_url":"https://electrek.co/2021/12/10/tesla-stops-taking-model-s-x-orders-outside-north-america/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165282830","content_text":"Tesla announced to potential buyers today that it stopped taking new Model S and Model X orders outside North America.\nIt now expects deliveries in other markets to start during the second half of 2022.\nThe news comes from an email that Tesla started sending out to people who have Model S and Model X vehicles on order in Europe.\nTesla writes in the email that it is not accepting any new orders (translated from German):\n\n In order to expedite the delivery of existing orders, including your Model X order, as much as possible, we are currently no longer accepting new orders for the Model S and Model X from markets outside of North America.\n\nThis is in response to Tesla likely having a large backlog of Model S/X orders in Europe and other markets, where there has been no new Model S/X shipment in a year.\nTesla shut down Model S and Model X production in January of last year to update the vehicles.\nDuring that year, the automaker kept taking new orders, but production was delayed with new Model S starting to slowly come off the assembly line in June and Model X in October.\nTesla is still catching up to the backlog in North America while new orders kept coming in from Europe and Asia.\nIn the email, Tesla says that it now aims to deliver the first Model S and Model X in Europe during the second half of next year:\n\n Your Model X is getting closer to delivery. We currently expect shipments outside of North America to begin in the second half of 2022.\n\nThis means that Europe would be without Model S and Model X for a year and a half.\nHere’s the email in full:\n\n Hello [redacted],\n\n\n We are contacting you regarding the timing of your Model X order. As we expand production capacity, the launch dates for markets outside of North America have been postponed. We will inform you of the delivery times through your Tesla account when production begins.\n\n\n Your Model X is getting closer to delivery. We currently expect shipments outside of North America to begin in the second half of 2022.\n\n\n In order to expedite the delivery of existing orders, including your Model X order, as much as possible, we are currently no longer accepting new orders for the Model S and Model X from markets outside of North America.\n\n\n The price of your Model X will continue to be the same as it was when you placed your order, unless your vehicle configuration has been changed. To apply your order fee to another model, or to receive a full refund, request a call to speak directly to a Tesla representative.\n\n\n We apologize for any inconvenience this may cause.\n\n\n Kind regards,\n\n\n Your Tesla Team Testa","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606219702,"gmtCreate":1638883776799,"gmtModify":1638883777266,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"None","listText":"None","text":"None","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606219702","repostId":"2189398466","repostType":4,"isVote":1,"tweetType":1,"viewCount":986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603822483,"gmtCreate":1638400628258,"gmtModify":1638400629099,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Nice gains.","listText":"Nice gains.","text":"Nice gains.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603822483","repostId":"1127128931","repostType":4,"repost":{"id":"1127128931","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":1638371960,"share":"https://www.laohu8.com/m/news/1127128931?lang=zh_CN&edition=full","pubTime":"2021-12-01 23:19","market":"us","language":"en","title":"Stocks of traditional carmakers rose sharply in early trading<blockquote>传统汽车制造商股票早盘大幅上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127128931","media":"Tiger Newspress","summary":"Stocks of traditional carmakers rose sharply in early trading.Volkswagen,Ford,Stellantis,Daimler,BMW","content":"<p>Stocks of traditional carmakers rose sharply in early trading.Volkswagen,Ford,Stellantis,Daimler,BMW,General Motors,Honda,Toyota&nbsp;and&nbsp;Tata&nbsp;Motors&nbsp;climbed between 3% and 7%.</p><p><blockquote>传统汽车制造商股价早盘大幅上涨。大众、福特、Stellantis、戴姆勒、宝马、通用汽车、本田、丰田和塔塔汽车涨幅在3%至7%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/18a3883130b340fcba181243f33b88f9\" tg-width=\"403\" tg-height=\"659\" 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>Stocks of traditional carmakers rose sharply in early trading<blockquote>传统汽车制造商股票早盘大幅上涨</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; 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\">\nStocks of traditional carmakers rose sharply in early trading<blockquote>传统汽车制造商股票早盘大幅上涨</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\">2021-12-01 23:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stocks of traditional carmakers rose sharply in early trading.Volkswagen,Ford,Stellantis,Daimler,BMW,General Motors,Honda,Toyota&nbsp;and&nbsp;Tata&nbsp;Motors&nbsp;climbed between 3% and 7%.</p><p><blockquote>传统汽车制造商股价早盘大幅上涨。大众、福特、Stellantis、戴姆勒、宝马、通用汽车、本田、丰田和塔塔汽车涨幅在3%至7%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/18a3883130b340fcba181243f33b88f9\" tg-width=\"403\" tg-height=\"659\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","HMC":"本田汽车","TM":"丰田汽车","VLKAF":"Volkswagen AG","STLA":"Stellantis NV","RACE":"法拉利","BMWYY":"宝马汽车","NSANY":"日产汽车","DDAIF":"戴姆勒汽车","TTM":"塔塔汽车","F":"福特汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127128931","content_text":"Stocks of traditional carmakers rose sharply in early trading.Volkswagen,Ford,Stellantis,Daimler,BMW,General Motors,Honda,Toyota and Tata Motors climbed between 3% and 7%.","news_type":1,"symbols_score_info":{"F":0.9,"BMWYY":0.9,"NSANY":0.9,"VLKAF":0.9,"GM":0.9,"HMC":0.9,"STLA":0.9,"TM":0.9,"RACE":0.9,"DDAIF":0.9,"TTM":0.9}},"isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603014769,"gmtCreate":1638338785342,"gmtModify":1638338785627,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Time and space to decide entry","listText":"Time and space to decide entry","text":"Time and space to decide entry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603014769","repostId":"2188881531","repostType":4,"isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609503739,"gmtCreate":1638290488620,"gmtModify":1638290488856,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"That's.. ????","listText":"That's.. ????","text":"That's.. ????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609503739","repostId":"1169394210","repostType":4,"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600243817,"gmtCreate":1638164068988,"gmtModify":1638164069245,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Buy on dip opportunities&nbsp;","listText":"Buy on dip opportunities&nbsp;","text":"Buy on dip opportunities","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600243817","repostId":"1124072014","repostType":4,"repost":{"id":"1124072014","kind":"news","pubTimestamp":1638140765,"share":"https://www.laohu8.com/m/news/1124072014?lang=zh_CN&edition=full","pubTime":"2021-11-29 07:06","market":"us","language":"en","title":"November jobs report: What to know this week<blockquote>11月就业报告：本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124072014","media":"yahoo","summary":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor","content":"<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周回归，焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>美国劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。经济学家一致认为，11月份将有50万个工作岗位回归，招聘速度仅较10月份的531,000个略有放缓。失业率也有望从10月的4.6%进一步改善至4.5%，达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道：“我们预计11月份非农就业人数将增加50万人，但冬季新冠疫情风险不断增加以及可用工人供应减少将很快拖累就业增长。”，在上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更显著的复苏，否则就业增长不可能以这种速度持续太久。如果说有什么不同的话，那就是劳动力供应可以<i>恶化</i>随着覆盖1亿工人的联邦疫苗授权于1月4日开始，未来几个月，”阿什沃斯补充道。“这表明工资增长将保持强劲，我们预计10月份平均时薪将[环比]增长0.4%。”</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比，平均时薪预计将增长5.0%，继10月份已经显着增长4.9%之后进一步加速，这是自2月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张虽然对消费者及其消费能力有利，但也引发了人们对持续通胀的担忧。上周经济分析局公布的10月份个人消费支出(PCE)平减指数显示，该指数年率上涨5.0%，创1990年以来最大涨幅。核心PCE（即美联储首选的剔除波动较大的食品和能源价格的通胀指标）同比上涨4.1%，为三十年来的最高水平。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据集中在紧张的劳动力市场上，并预示着11月份就业报告可能强劲。上周首次申请失业救济人数降至19.9万人的52年低点，打破了之前大流行时期的低点和大流行前新首次申请失业救济人数的平均值。这再次凸显了美国雇主之间对劳动力的激烈竞争，在劳动力普遍短缺的情况下，公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺，劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比，平民劳动力仍减少了近300万参与者，对病毒的担忧挥之不去，许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色，这仍然使许多人处于劳动力的边缘。经济学家普遍预计，11月份劳动力参与率仅略有上升，达到61.7%，高于10月份的61.6%，但远低于2020年2月的63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济回到大流行前的劳动力参与水平，并确保不同群体公平地看到就业增长，已成为美联储的一个重点关注点。在这些方面仍有待弥补的距离也是美联储货币政策支持保持超宽松的最大因素，即使在一系列高于预期的通胀报告似乎需要采取更强硬的政策倾斜美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长进一步表明，美联储将继续关注劳动力市场，将其作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳(Justin Weidner)上周在一份报告中写道：“由于有证据表明通胀压力上升可能会持续更长时间，市场对美联储未来加息的看法已大幅提前。”“然而，正如鲍威尔主席11月新闻发布会所表明的那样，劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul>  <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一：</b>10月份待售房屋环比（预期0.7%，9月份-2.3%）；11月达拉斯联储制造业活动指数（预期17.0，10月14.6）</li></ul></blockquote></p><p></p><p></li>  <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二：</b>9月FHFA房价指数环比（预期为1.2%，8月为1.0%）；S&amp;P CoreLogic Case-Shiller 20城综合指数，9月环比（预期1.30%，8月1.17%）；S&amp;P CoreLogic Case-Shiller 20城市综合指数，9月（上月为19.66%）；11月MNI芝加哥PMI（预期67.0，10月68.4）；世界大型企业联合会11月消费者信心指数（预期110.0，10月113.8）</li></blockquote></p><p></li>  <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三：</b>MBA抵押贷款申请，11月26日（前一周为1.8%）；11月ADP就业变化（预期51.5万人，10月57.1万人）；Markit美国制造业PMI，11月终值（上月为59.1）；10月份建筑支出环比（预期0.5%，9月份-0.5%）；ISM制造业，11月（预期61.0，10月60.8）；美联储发布褐皮书</li></blockquote></p><p></li>  <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四：</b>挑战者裁员，11月（10月-71.7%）；截至11月27日当周首次申请失业救济人数（前一周为199,000人）；11月20日持续申请失业救济人数（前一周为2.049）</li></blockquote></p><p></li>  <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五：</b>11月非农就业人数变化（预期50万，10月53.1万）；11月失业率（预期4.5%，10月4.6%）；11月平均时薪环比（预期0.4%，10月0.4%）；11月平均时薪同比（预期5.0%，10月4.9%）；Markit美国服务业PMI，11月最终数据（上一期为57.0）；Markit美国综合PMI，11月最终数据（上一期为56.5）；ISM服务业指数，11月（预期65.0，10月66.7）；10月工厂订单（预期0.5%，9月0.2%）；耐用品订单，10月份最终（上次打印为-0.5%）</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>盈利日历</blockquote></p><p> <ul>  <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一：</b><i>没有计划发布值得注意的报告</i></li></ul></blockquote></p><p></li>  <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二：</b>Salesforce.com(CRM)收盘后</li></blockquote></p><p></li>  <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三：</b>PVH Corp.(PVH)收盘后</li></blockquote></p><p></li>  <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四：</b>Dollar General(DG)、Kroger(KR)开盘前；Ulta Beauty(ULTA)收盘后</li></blockquote></p><p></li>  <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五：</b><i>没有计划发布值得注意的报告</i></li></blockquote></p><p></li> </ul></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>November jobs report: What to know this week<blockquote>11月就业报告：本周需要了解什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNovember jobs report: What to know this week<blockquote>11月就业报告：本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">yahoo</strong><span class=\"h-time small\">2021-11-29 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周回归，焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>美国劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。经济学家一致认为，11月份将有50万个工作岗位回归，招聘速度仅较10月份的531,000个略有放缓。失业率也有望从10月的4.6%进一步改善至4.5%，达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道：“我们预计11月份非农就业人数将增加50万人，但冬季新冠疫情风险不断增加以及可用工人供应减少将很快拖累就业增长。”，在上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更显著的复苏，否则就业增长不可能以这种速度持续太久。如果说有什么不同的话，那就是劳动力供应可以<i>恶化</i>随着覆盖1亿工人的联邦疫苗授权于1月4日开始，未来几个月，”阿什沃斯补充道。“这表明工资增长将保持强劲，我们预计10月份平均时薪将[环比]增长0.4%。”</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比，平均时薪预计将增长5.0%，继10月份已经显着增长4.9%之后进一步加速，这是自2月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张虽然对消费者及其消费能力有利，但也引发了人们对持续通胀的担忧。上周经济分析局公布的10月份个人消费支出(PCE)平减指数显示，该指数年率上涨5.0%，创1990年以来最大涨幅。核心PCE（即美联储首选的剔除波动较大的食品和能源价格的通胀指标）同比上涨4.1%，为三十年来的最高水平。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据集中在紧张的劳动力市场上，并预示着11月份就业报告可能强劲。上周首次申请失业救济人数降至19.9万人的52年低点，打破了之前大流行时期的低点和大流行前新首次申请失业救济人数的平均值。这再次凸显了美国雇主之间对劳动力的激烈竞争，在劳动力普遍短缺的情况下，公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺，劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比，平民劳动力仍减少了近300万参与者，对病毒的担忧挥之不去，许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色，这仍然使许多人处于劳动力的边缘。经济学家普遍预计，11月份劳动力参与率仅略有上升，达到61.7%，高于10月份的61.6%，但远低于2020年2月的63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济回到大流行前的劳动力参与水平，并确保不同群体公平地看到就业增长，已成为美联储的一个重点关注点。在这些方面仍有待弥补的距离也是美联储货币政策支持保持超宽松的最大因素，即使在一系列高于预期的通胀报告似乎需要采取更强硬的政策倾斜美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长进一步表明，美联储将继续关注劳动力市场，将其作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳(Justin Weidner)上周在一份报告中写道：“由于有证据表明通胀压力上升可能会持续更长时间，市场对美联储未来加息的看法已大幅提前。”“然而，正如鲍威尔主席11月新闻发布会所表明的那样，劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul>  <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一：</b>10月份待售房屋环比（预期0.7%，9月份-2.3%）；11月达拉斯联储制造业活动指数（预期17.0，10月14.6）</li></ul></blockquote></p><p></p><p></li>  <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二：</b>9月FHFA房价指数环比（预期为1.2%，8月为1.0%）；S&amp;P CoreLogic Case-Shiller 20城综合指数，9月环比（预期1.30%，8月1.17%）；S&amp;P CoreLogic Case-Shiller 20城市综合指数，9月（上月为19.66%）；11月MNI芝加哥PMI（预期67.0，10月68.4）；世界大型企业联合会11月消费者信心指数（预期110.0，10月113.8）</li></blockquote></p><p></li>  <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三：</b>MBA抵押贷款申请，11月26日（前一周为1.8%）；11月ADP就业变化（预期51.5万人，10月57.1万人）；Markit美国制造业PMI，11月终值（上月为59.1）；10月份建筑支出环比（预期0.5%，9月份-0.5%）；ISM制造业，11月（预期61.0，10月60.8）；美联储发布褐皮书</li></blockquote></p><p></li>  <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四：</b>挑战者裁员，11月（10月-71.7%）；截至11月27日当周首次申请失业救济人数（前一周为199,000人）；11月20日持续申请失业救济人数（前一周为2.049）</li></blockquote></p><p></li>  <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五：</b>11月非农就业人数变化（预期50万，10月53.1万）；11月失业率（预期4.5%，10月4.6%）；11月平均时薪环比（预期0.4%，10月0.4%）；11月平均时薪同比（预期5.0%，10月4.9%）；Markit美国服务业PMI，11月最终数据（上一期为57.0）；Markit美国综合PMI，11月最终数据（上一期为56.5）；ISM服务业指数，11月（预期65.0，10月66.7）；10月工厂订单（预期0.5%，9月0.2%）；耐用品订单，10月份最终（上次打印为-0.5%）</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>盈利日历</blockquote></p><p> <ul>  <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一：</b><i>没有计划发布值得注意的报告</i></li></ul></blockquote></p><p></li>  <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二：</b>Salesforce.com(CRM)收盘后</li></blockquote></p><p></li>  <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三：</b>PVH Corp.(PVH)收盘后</li></blockquote></p><p></li>  <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四：</b>Dollar General(DG)、Kroger(KR)开盘前；Ulta Beauty(ULTA)收盘后</li></blockquote></p><p></li>  <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五：</b><i>没有计划发布值得注意的报告</i></li></blockquote></p><p></li> </ul></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.html\">yahoo</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":{"CRM":"赛富时"},"source_url":"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124072014","content_text":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.\nThe Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.\n\"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.\n\"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply couldworsenover the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"\nOn a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.\nGrowing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.\nOther recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.\nEven given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.\nReturning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.\n\"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"\nEconomic calendar\n\nMonday:Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)\nTuesday:FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)\nWednesday:MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book\nThursday:Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)\nFriday:Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)\n\nEarnings calendar\n\nMonday:No notable reports scheduled for release\nTuesday:Salesforce.com (CRM) after market close\nWednesday:PVH Corp. (PVH) after market close\nThursday:Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close\nFriday:No notable reports scheduled for release","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874475021,"gmtCreate":1637818142388,"gmtModify":1637818142653,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Bad stuff","listText":"Bad stuff","text":"Bad stuff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874475021","repostId":"1114780074","repostType":2,"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":189716036,"gmtCreate":1623288622125,"gmtModify":1634034940919,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Usual stance to be","listText":"Usual stance to be","text":"Usual stance to be","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/189716036","repostId":"1142408805","repostType":4,"repost":{"id":"1142408805","kind":"news","pubTimestamp":1623280126,"share":"https://www.laohu8.com/m/news/1142408805?lang=zh_CN&edition=full","pubTime":"2021-06-10 07:08","market":"us","language":"en","title":"U.S. stocks end lower ahead of inflation report<blockquote>美股在通胀报告公布前收低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142408805","media":"reuters","summary":"NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants a","content":"<p>NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.</p><p><blockquote>纽约（路透社）-华尔街周三收盘走低，市场参与者等待通胀数据，以寻找美联储何时可能收紧鸽派货币政策的线索。</blockquote></p><p> The retail “meme stock” craze continued unabated.</p><p><blockquote>零售“模因股”热潮不减。</blockquote></p><p> All three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.</p><p><blockquote>美国三大股指均扭转稍早涨势，但在缺乏任何明显市场催化剂的情况下仍维持区间震荡。</blockquote></p><p> “There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”</p><p><blockquote>印第安纳州哈蒙德地平线投资服务公司首席执行官查克·卡尔森表示：“新闻方面有一段平静期。”“我们已经过了财报期，人们正在等待明天的通胀数据，因此市场好坏参半，主要股指没有采取太多行动。”</blockquote></p><p> Heavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.</p><p><blockquote>严重做空的meme股票延续了社交媒体推动的涨势，Aethlon Medical飙升388.2%。</blockquote></p><p> Reddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.</p><p><blockquote>Reddit聊天还帮助监狱运营商GEO Group和World Wrestling Entertainment的股价分别上涨38.4%和10.9%。</blockquote></p><p> However, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath &amp; Beyond closed lower.</p><p><blockquote>然而，Clover Health、AMC院线和Bed Bath&amp;Beyond等其他模因股票收盘走低。</blockquote></p><p> Retail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.</p><p><blockquote>Vanda Research的数据显示，随着社交媒体论坛争先恐后地寻找下一个游戏驿站公司，即引发这一现象的股票，零售额已回到一月份的峰值。</blockquote></p><p> “It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”</p><p><blockquote>“这感觉就像另类股票市场，”卡尔森补充道。这是猜测的迹象。如果你在正确的时间进入，你就可以成功，但随着时间的推移，很难成功地发挥作用。”</blockquote></p><p> “I don’t think you should read too much regarding the broader market.”</p><p><blockquote>“我认为你不应该阅读太多关于大盘的信息。”</blockquote></p><p> GameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.</p><p><blockquote>游戏驿站在发布财报之前任命马特·弗隆为新任首席执行官，财报显示季度亏损为每股1.01美元。其股价在盘后交易中下跌超过4%。</blockquote></p><p> U.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.</p><p><blockquote>在与参议员雪莱·卡皮托的一对一会谈破裂后，美国总统乔·拜登在正在进行的谈判中改变了路线，以就基础设施支出达成两党协议。</blockquote></p><p> Industrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.</p><p><blockquote>将从基础设施交易中受益的工业股下跌1%。</blockquote></p><p> Washington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.</p><p><blockquote>华盛顿立法者通过了一项全面的法案，旨在提高美国与中国技术竞争的能力，在持续的芯片供应干旱的情况下为研究和半导体生产提供资金。该法案现已提交众议院。</blockquote></p><p> Even so, the Philadelphia SE Semiconductor index slipped 0.4%.</p><p><blockquote>即便如此，费城SE半导体指数仍下跌0.4%。</blockquote></p><p> The Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.</p><p><blockquote>美国劳工部将于周四发布的消费者价格指数报告将在复苏的供需失衡中提供对通胀的另一种看法，因为投资者将确定通胀压力是否如美联储所称的那样是暂时的。</blockquote></p><p> The Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&amp;P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.</p><p><blockquote>道琼工业指数跌152.68点，或0.44%，报34447.14点；标普500下跌7.71点，或0.18%，报4,219.55点；纳斯达克综合指数下跌13.16点，跌幅0.09%，至13,911.75点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P 500, healthcare gained the most.</p><p><blockquote>标普500 11大板块中，医疗保健涨幅最大。</blockquote></p><p> Benchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.</p><p><blockquote>基准美国国债收益率自5月以来首次跌破1.5%，令对利率敏感的金融股承压。</blockquote></p><p> Campbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.</p><p><blockquote>金宝汤公司未达到季度利润预期，并下调了全年盈利预期，导致其股价下跌6.5%。</blockquote></p><p> Drugmaker Merck &amp; Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.</p><p><blockquote>制药商默克公司股价上涨2.3%，此前该公司宣布，如果该药物获得监管部门批准，美国政府已同意以约12亿美元的价格购买该公司约170万个疗程的实验性COVID-19治疗药物molnupiravir。</blockquote></p><p> Declining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.12比1；在纳斯达克，1.13比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.</p><p><blockquote>标普500创下38个52周新高和两个新低；纳斯达克综合指数录得126个新高和14个新低。</blockquote></p><p> Volume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为115.3亿股，而过去20个交易日的平均成交量为107.4亿股。</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>U.S. stocks end lower ahead of inflation report<blockquote>美股在通胀报告公布前收低</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\">\nU.S. stocks end lower ahead of inflation report<blockquote>美股在通胀报告公布前收低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">reuters</strong><span class=\"h-time small\">2021-06-10 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.</p><p><blockquote>纽约（路透社）-华尔街周三收盘走低，市场参与者等待通胀数据，以寻找美联储何时可能收紧鸽派货币政策的线索。</blockquote></p><p> The retail “meme stock” craze continued unabated.</p><p><blockquote>零售“模因股”热潮不减。</blockquote></p><p> All three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.</p><p><blockquote>美国三大股指均扭转稍早涨势，但在缺乏任何明显市场催化剂的情况下仍维持区间震荡。</blockquote></p><p> “There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”</p><p><blockquote>印第安纳州哈蒙德地平线投资服务公司首席执行官查克·卡尔森表示：“新闻方面有一段平静期。”“我们已经过了财报期，人们正在等待明天的通胀数据，因此市场好坏参半，主要股指没有采取太多行动。”</blockquote></p><p> Heavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.</p><p><blockquote>严重做空的meme股票延续了社交媒体推动的涨势，Aethlon Medical飙升388.2%。</blockquote></p><p> Reddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.</p><p><blockquote>Reddit聊天还帮助监狱运营商GEO Group和World Wrestling Entertainment的股价分别上涨38.4%和10.9%。</blockquote></p><p> However, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath &amp; Beyond closed lower.</p><p><blockquote>然而，Clover Health、AMC院线和Bed Bath&amp;Beyond等其他模因股票收盘走低。</blockquote></p><p> Retail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.</p><p><blockquote>Vanda Research的数据显示，随着社交媒体论坛争先恐后地寻找下一个游戏驿站公司，即引发这一现象的股票，零售额已回到一月份的峰值。</blockquote></p><p> “It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”</p><p><blockquote>“这感觉就像另类股票市场，”卡尔森补充道。这是猜测的迹象。如果你在正确的时间进入，你就可以成功，但随着时间的推移，很难成功地发挥作用。”</blockquote></p><p> “I don’t think you should read too much regarding the broader market.”</p><p><blockquote>“我认为你不应该阅读太多关于大盘的信息。”</blockquote></p><p> GameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.</p><p><blockquote>游戏驿站在发布财报之前任命马特·弗隆为新任首席执行官，财报显示季度亏损为每股1.01美元。其股价在盘后交易中下跌超过4%。</blockquote></p><p> U.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.</p><p><blockquote>在与参议员雪莱·卡皮托的一对一会谈破裂后，美国总统乔·拜登在正在进行的谈判中改变了路线，以就基础设施支出达成两党协议。</blockquote></p><p> Industrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.</p><p><blockquote>将从基础设施交易中受益的工业股下跌1%。</blockquote></p><p> Washington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.</p><p><blockquote>华盛顿立法者通过了一项全面的法案，旨在提高美国与中国技术竞争的能力，在持续的芯片供应干旱的情况下为研究和半导体生产提供资金。该法案现已提交众议院。</blockquote></p><p> Even so, the Philadelphia SE Semiconductor index slipped 0.4%.</p><p><blockquote>即便如此，费城SE半导体指数仍下跌0.4%。</blockquote></p><p> The Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.</p><p><blockquote>美国劳工部将于周四发布的消费者价格指数报告将在复苏的供需失衡中提供对通胀的另一种看法，因为投资者将确定通胀压力是否如美联储所称的那样是暂时的。</blockquote></p><p> The Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&amp;P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.</p><p><blockquote>道琼工业指数跌152.68点，或0.44%，报34447.14点；标普500下跌7.71点，或0.18%，报4,219.55点；纳斯达克综合指数下跌13.16点，跌幅0.09%，至13,911.75点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P 500, healthcare gained the most.</p><p><blockquote>标普500 11大板块中，医疗保健涨幅最大。</blockquote></p><p> Benchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.</p><p><blockquote>基准美国国债收益率自5月以来首次跌破1.5%，令对利率敏感的金融股承压。</blockquote></p><p> Campbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.</p><p><blockquote>金宝汤公司未达到季度利润预期，并下调了全年盈利预期，导致其股价下跌6.5%。</blockquote></p><p> Drugmaker Merck &amp; Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.</p><p><blockquote>制药商默克公司股价上涨2.3%，此前该公司宣布，如果该药物获得监管部门批准，美国政府已同意以约12亿美元的价格购买该公司约170万个疗程的实验性COVID-19治疗药物molnupiravir。</blockquote></p><p> Declining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.12比1；在纳斯达克，1.13比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.</p><p><blockquote>标普500创下38个52周新高和两个新低；纳斯达克综合指数录得126个新高和14个新低。</blockquote></p><p> Volume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为115.3亿股，而过去20个交易日的平均成交量为107.4亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG\">reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","AEMD":"Aethlon Medical Inc",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142408805","content_text":"NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.\nThe retail “meme stock” craze continued unabated.\nAll three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.\n“There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”\nHeavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.\nReddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.\nHowever, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath & Beyond closed lower.\nRetail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.\n“It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”\n“I don’t think you should read too much regarding the broader market.”\nGameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.\nU.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.\nIndustrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.\nWashington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.\nEven so, the Philadelphia SE Semiconductor index slipped 0.4%.\nThe Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.\nThe Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.\nAmong the 11 major sectors in the S&P 500, healthcare gained the most.\nBenchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.\nCampbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.\nDrugmaker Merck & Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.\nDeclining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.\nThe S&P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.\nVolume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{"AEMD":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190369581,"gmtCreate":1620600568643,"gmtModify":1634197900308,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/190369581","repostId":"1106882084","repostType":4,"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860439987,"gmtCreate":1632195858949,"gmtModify":1632802135282,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"That's a good news for market to go higher high","listText":"That's a good news for market to go higher high","text":"That's a good news for market to go higher high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/860439987","repostId":"2169681424","repostType":4,"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168810216,"gmtCreate":1623970936635,"gmtModify":1631889012670,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ALT\">$Altimmune, Inc.(ALT)$</a>gonna be a star soon","listText":"<a href=\"https://laohu8.com/S/ALT\">$Altimmune, Inc.(ALT)$</a>gonna be a star soon","text":"$Altimmune, Inc.(ALT)$gonna be a star soon","images":[{"img":"https://static.tigerbbs.com/114b55e0ef8c1650d8e79564a363e68c","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/168810216","isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":192560832,"gmtCreate":1621216488626,"gmtModify":1634193325890,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Good info. Sell on news for rebound up","listText":"Good info. Sell on news for rebound up","text":"Good info. Sell on news for rebound up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/192560832","repostId":"2135984810","repostType":4,"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191459777,"gmtCreate":1620901839299,"gmtModify":1634195445383,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Bears will be around for 5 weeks","listText":"Bears will be around for 5 weeks","text":"Bears will be around for 5 weeks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/191459777","repostId":"1182877825","repostType":4,"repost":{"id":"1182877825","kind":"news","pubTimestamp":1620900565,"share":"https://www.laohu8.com/m/news/1182877825?lang=zh_CN&edition=full","pubTime":"2021-05-13 18:09","market":"us","language":"en","title":"Opinion: The bears control the market now but it will be hard for them to hold it<blockquote>观点：空头现在控制了市场，但他们很难守住市场</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182877825","media":"MarketWatch","summary":"This S&P 500 pullback is unlikely to be very deep.The stock market’s bears finally have broken throu","content":"<p>This S&amp;P 500 pullback is unlikely to be very deep.The stock market’s bears finally have broken through and several factors have combined to spark this setback in stock prices.</p><p><blockquote>这次标普500回调不太可能很深。股市的熊市终于突破了，几个因素共同引发了股价的下跌。</blockquote></p><p>First, retail investors are losing interest in stocks. &nbsp;Remember the retail frenzy as the Reddit crowd whipped up enthusiasm for meme stocks? Remember how flash mobs drove up selected issues with call-option buying which forced market-makers to hedge by buying the underlying stocks?</p><p><blockquote>首先，散户投资者正在对股票失去兴趣。还记得Reddit人群激起对模因股票的热情时的零售狂潮吗？还记得快闪族如何通过看涨期权期权购买推动特定问题的上涨，迫使做市商通过购买标的股票进行对冲吗？</blockquote></p><p>That’s mostly gone. In the short run, there was a lot of hand-wringing about the call buying as a sign of excessive speculation. My longer-term view is a rising equity call/put ratio is a sign of bullish momentum and rising call/put ratios were coincidental with equity bull phases. In the past, a decline of the 50-day moving average (dma) of the call/put ratio below the 200-day moving average has signaled pauses in bullish advances in the past.</p><p><blockquote>大部分都没了。从短期来看，很多人对看涨期权的购买感到绝望，认为这是过度投机的迹象。我的长期观点是，股票看涨期权/看跌比率上升是看涨势头的标志，而看涨期权/看跌比率上升与股票牛市阶段同时发生。过去，看涨期权/看跌比率的50日移动平均线（dma）跌破200日移动平均线，预示着过去看涨上涨的暂停。</blockquote></p><p>Bad news from overseas on the pandemic front may have also contributed to the risk-off tone. Taiwan announced limits on crowds, following Singapore’s move to restrict foreign workers, in a wave of new restrictions in Asian countries trying to stamp out small outbreaks after months of keeping COVID-19 contained.</p><p><blockquote>疫情方面来自海外的坏消息可能也助长了避险情绪。继新加坡采取限制外国工人的举措后，台湾宣布了对人群的限制，这是亚洲国家在控制COVID-19数月后试图消灭小规模疫情的一波新限制。</blockquote></p><p>The new curbs prompted fears that economic growth could stall out, which led to stock selloffs in both countries this week. Low vaccination rates as well are contributing to concerns that their populations could be vulnerable if faster-spreading variants take hold.</p><p><blockquote>新的限制措施引发了人们对经济增长可能停滞的担忧，导致本周两国股市抛售。低疫苗接种率也引发了人们的担忧，即如果传播更快的变种出现，他们的人口可能会变得脆弱。</blockquote></p><p>The burst of stock-market gains and push to new highs early on Monday was reversed during the session, causing a spike in the number of stocks suffering a buying climax. This is triggered when a stock hits a 52-week high then reverses to close below the prior day’s close, potentially a sign of exhaustion among buyers.</p><p><blockquote>周一早些时候股市上涨并创下新高的势头在盘中被逆转，导致遭遇买入高潮的股票数量激增。当股票触及52周高点，然后收盘低于前一天收盘价时，就会触发这种情况，这可能是买家疲惫的迹象。</blockquote></p><p>Our Backtest Engine shows that this is the sixth-largest number of climaxes in a single day since the inception of the SPDR S&amp;P 500 ETF TrustSPY,-2.12%.Every time more than 95 stocks suffered a buying climax, the S&amp;P 500SPX,-2.14%showed a loss over the next one-to-two months. There were few losses over the next six-12 months, and they were relatively small.</p><p><blockquote>我们的回溯测试引擎显示，这是自SPDR标普500 ETF TrustSPY（-2.12%）成立以来单日第六大高潮次数。每次超过95只股票遭遇买入高潮时，标准普尔500SPX（-2.14%）显示在接下来的一到两个月内出现亏损。在接下来的6-12个月里，损失很少，而且相对较小。</blockquote></p><p>Equally disturbing is the performance of the bellwether growth-cyclical PHLX Semiconductor IndexSOX,-4.20%.This index has now violated both absolute- and relative rising trend lines that stretched back a year.</p><p><blockquote>同样令人不安的是增长周期性领头羊PHLX半导体指数SOX的表现，-4.20%。该指数现已违反一年前的绝对和相对上升趋势线。</blockquote></p><p>Putting it all together, these are all signs that the bears are taking control of the tape.</p><p><blockquote>综上所述，这些都是空头正在控制磁带的迹象。</blockquote></p><p><b>Where’s the bottom?</b></p><p><blockquote><b>底部在哪里？</b></blockquote></p><p>This S&amp;P 500 pullback is unlikely to be very deep. A logical support level is the 50-day moving average, at about 4050, which represents a peak-to-trough downside risk of -4.4% and just 1% down from current levels.</p><p><blockquote>这次标普500回调不太可能很深。逻辑支撑位是50日移动平均线，约为4050点，这代表着-4.4%的峰谷下行风险，仅比当前水平低1%。</blockquote></p><p>Some of my bottoming indicators are already starting to come into place. The five-day RSI is flashing an oversold reading, which is the first sign of a bottoming process. The CBOE Volatility IndexVIX,-1.01%(VIX) has spiked above its upper Bollinger Band, which is also a short-term oversold indicator for the stock market.</p><p><blockquote>我的一些触底指标已经开始到位。五日RSI显示超卖读数，这是触底过程的第一个迹象。芝加哥期权交易所波动率指数VIX,-1.01%(VIX)已飙升至布林线上方，这也是股市的短期超卖指标。</blockquote></p><p><img src=\"https://static.tigerbbs.com/0da531d0b7f12f393c10e69f925f9e69\" tg-width=\"1260\" tg-height=\"1346\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>However, the term structure of the VIX is not inverted, indicating fear. Markets need panic to set in for a durable bottom to be made. As well, the NYSE McClellan Oscillator (NYMO) has not flashed an oversold condition yet.</p><p><blockquote>然而，VIX的期限结构没有倒置，表明恐惧。市场需要恐慌才能形成持久的底部。此外，纽约证券交易所麦克莱伦振荡器（NYMO）尚未出现超卖状况。</blockquote></p><p>While the S&amp;P 500 is holding up relatively well and being supported by the relative strength of value stocks, growth stocks show considerably more downside risk. Despite violating its 50-day moving average and violating an important relative support zone, the NASDAQ 100NDX,-2.62%is not showing any signs of a durable bottom ahead. The percentage of Nasdaq stocks above their 50-day moving average is not oversold, and neither is the NASDAQ McClellan Oscillator (NAMO). The most logical support level for NASDAQ 100 is the 200-day moving average at about 12,500.</p><p><blockquote>虽然标普500表现相对较好，并受到价值股相对强势的支撑，但成长股表现出更大的下行风险。尽管违反了50日移动平均线并违反了重要的相对支撑区，但纳斯达克100NDX,-2.62%并未显示出任何未来持久底部的迹象。纳斯达克股票高于50日移动平均线的百分比并没有超卖，纳斯达克麦克莱伦振荡指标(NAMO)也没有超卖。纳斯达克100最符合逻辑的支撑位是200日均线12,500点左右。</blockquote></p><p><img src=\"https://static.tigerbbs.com/f833eb8fa046378880796cb39492f08f\" tg-width=\"1260\" tg-height=\"1431\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>The market was already oversold as of Tuesday’s close. Wednesday’s skid will undoubtedly stretch short-term readings further. In all likelihood, the market will bounce on Thursday, but how it holds the strength will be a test for both bulls and bears in the coming days. The primary trend is still up, and the risk/reward of trying to profit from a countertrend correction in a bull market is unfavorable.</p><p><blockquote>截至周二收盘，市场已经超卖。周三的下滑无疑将进一步扩大短期读数。周四市场很可能会反弹，但如何保持强势将是未来几天对多头和空头的考验。主要趋势仍然是上涨，在牛市中试图从逆势修正中获利的风险/回报是不利的。</blockquote></p><p><img src=\"https://static.tigerbbs.com/5e54f14e263a6a2144f5f1e421b87122\" tg-width=\"1260\" tg-height=\"700\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Cam Hui writes the investment blogHumble Student of the Markets. He is a former equity portfolio manager and sell-side analyst.</i></p><p><blockquote><i>Cam Hui撰写了投资博客《市场的谦逊学生》。他是前股票投资组合经理和卖方分析师。</i></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>Opinion: The bears control the market now but it will be hard for them to hold it<blockquote>观点：空头现在控制了市场，但他们很难守住市场</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\">\nOpinion: The bears control the market now but it will be hard for them to hold it<blockquote>观点：空头现在控制了市场，但他们很难守住市场</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-05-13 18:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>This S&amp;P 500 pullback is unlikely to be very deep.The stock market’s bears finally have broken through and several factors have combined to spark this setback in stock prices.</p><p><blockquote>这次标普500回调不太可能很深。股市的熊市终于突破了，几个因素共同引发了股价的下跌。</blockquote></p><p>First, retail investors are losing interest in stocks. &nbsp;Remember the retail frenzy as the Reddit crowd whipped up enthusiasm for meme stocks? Remember how flash mobs drove up selected issues with call-option buying which forced market-makers to hedge by buying the underlying stocks?</p><p><blockquote>首先，散户投资者正在对股票失去兴趣。还记得Reddit人群激起对模因股票的热情时的零售狂潮吗？还记得快闪族如何通过看涨期权期权购买推动特定问题的上涨，迫使做市商通过购买标的股票进行对冲吗？</blockquote></p><p>That’s mostly gone. In the short run, there was a lot of hand-wringing about the call buying as a sign of excessive speculation. My longer-term view is a rising equity call/put ratio is a sign of bullish momentum and rising call/put ratios were coincidental with equity bull phases. In the past, a decline of the 50-day moving average (dma) of the call/put ratio below the 200-day moving average has signaled pauses in bullish advances in the past.</p><p><blockquote>大部分都没了。从短期来看，很多人对看涨期权的购买感到绝望，认为这是过度投机的迹象。我的长期观点是，股票看涨期权/看跌比率上升是看涨势头的标志，而看涨期权/看跌比率上升与股票牛市阶段同时发生。过去，看涨期权/看跌比率的50日移动平均线（dma）跌破200日移动平均线，预示着过去看涨上涨的暂停。</blockquote></p><p>Bad news from overseas on the pandemic front may have also contributed to the risk-off tone. Taiwan announced limits on crowds, following Singapore’s move to restrict foreign workers, in a wave of new restrictions in Asian countries trying to stamp out small outbreaks after months of keeping COVID-19 contained.</p><p><blockquote>疫情方面来自海外的坏消息可能也助长了避险情绪。继新加坡采取限制外国工人的举措后，台湾宣布了对人群的限制，这是亚洲国家在控制COVID-19数月后试图消灭小规模疫情的一波新限制。</blockquote></p><p>The new curbs prompted fears that economic growth could stall out, which led to stock selloffs in both countries this week. Low vaccination rates as well are contributing to concerns that their populations could be vulnerable if faster-spreading variants take hold.</p><p><blockquote>新的限制措施引发了人们对经济增长可能停滞的担忧，导致本周两国股市抛售。低疫苗接种率也引发了人们的担忧，即如果传播更快的变种出现，他们的人口可能会变得脆弱。</blockquote></p><p>The burst of stock-market gains and push to new highs early on Monday was reversed during the session, causing a spike in the number of stocks suffering a buying climax. This is triggered when a stock hits a 52-week high then reverses to close below the prior day’s close, potentially a sign of exhaustion among buyers.</p><p><blockquote>周一早些时候股市上涨并创下新高的势头在盘中被逆转，导致遭遇买入高潮的股票数量激增。当股票触及52周高点，然后收盘低于前一天收盘价时，就会触发这种情况，这可能是买家疲惫的迹象。</blockquote></p><p>Our Backtest Engine shows that this is the sixth-largest number of climaxes in a single day since the inception of the SPDR S&amp;P 500 ETF TrustSPY,-2.12%.Every time more than 95 stocks suffered a buying climax, the S&amp;P 500SPX,-2.14%showed a loss over the next one-to-two months. There were few losses over the next six-12 months, and they were relatively small.</p><p><blockquote>我们的回溯测试引擎显示，这是自SPDR标普500 ETF TrustSPY（-2.12%）成立以来单日第六大高潮次数。每次超过95只股票遭遇买入高潮时，标准普尔500SPX（-2.14%）显示在接下来的一到两个月内出现亏损。在接下来的6-12个月里，损失很少，而且相对较小。</blockquote></p><p>Equally disturbing is the performance of the bellwether growth-cyclical PHLX Semiconductor IndexSOX,-4.20%.This index has now violated both absolute- and relative rising trend lines that stretched back a year.</p><p><blockquote>同样令人不安的是增长周期性领头羊PHLX半导体指数SOX的表现，-4.20%。该指数现已违反一年前的绝对和相对上升趋势线。</blockquote></p><p>Putting it all together, these are all signs that the bears are taking control of the tape.</p><p><blockquote>综上所述，这些都是空头正在控制磁带的迹象。</blockquote></p><p><b>Where’s the bottom?</b></p><p><blockquote><b>底部在哪里？</b></blockquote></p><p>This S&amp;P 500 pullback is unlikely to be very deep. A logical support level is the 50-day moving average, at about 4050, which represents a peak-to-trough downside risk of -4.4% and just 1% down from current levels.</p><p><blockquote>这次标普500回调不太可能很深。逻辑支撑位是50日移动平均线，约为4050点，这代表着-4.4%的峰谷下行风险，仅比当前水平低1%。</blockquote></p><p>Some of my bottoming indicators are already starting to come into place. The five-day RSI is flashing an oversold reading, which is the first sign of a bottoming process. The CBOE Volatility IndexVIX,-1.01%(VIX) has spiked above its upper Bollinger Band, which is also a short-term oversold indicator for the stock market.</p><p><blockquote>我的一些触底指标已经开始到位。五日RSI显示超卖读数，这是触底过程的第一个迹象。芝加哥期权交易所波动率指数VIX,-1.01%(VIX)已飙升至布林线上方，这也是股市的短期超卖指标。</blockquote></p><p><img src=\"https://static.tigerbbs.com/0da531d0b7f12f393c10e69f925f9e69\" tg-width=\"1260\" tg-height=\"1346\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>However, the term structure of the VIX is not inverted, indicating fear. Markets need panic to set in for a durable bottom to be made. As well, the NYSE McClellan Oscillator (NYMO) has not flashed an oversold condition yet.</p><p><blockquote>然而，VIX的期限结构没有倒置，表明恐惧。市场需要恐慌才能形成持久的底部。此外，纽约证券交易所麦克莱伦振荡器（NYMO）尚未出现超卖状况。</blockquote></p><p>While the S&amp;P 500 is holding up relatively well and being supported by the relative strength of value stocks, growth stocks show considerably more downside risk. Despite violating its 50-day moving average and violating an important relative support zone, the NASDAQ 100NDX,-2.62%is not showing any signs of a durable bottom ahead. The percentage of Nasdaq stocks above their 50-day moving average is not oversold, and neither is the NASDAQ McClellan Oscillator (NAMO). The most logical support level for NASDAQ 100 is the 200-day moving average at about 12,500.</p><p><blockquote>虽然标普500表现相对较好，并受到价值股相对强势的支撑，但成长股表现出更大的下行风险。尽管违反了50日移动平均线并违反了重要的相对支撑区，但纳斯达克100NDX,-2.62%并未显示出任何未来持久底部的迹象。纳斯达克股票高于50日移动平均线的百分比并没有超卖，纳斯达克麦克莱伦振荡指标(NAMO)也没有超卖。纳斯达克100最符合逻辑的支撑位是200日均线12,500点左右。</blockquote></p><p><img src=\"https://static.tigerbbs.com/f833eb8fa046378880796cb39492f08f\" tg-width=\"1260\" tg-height=\"1431\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>The market was already oversold as of Tuesday’s close. Wednesday’s skid will undoubtedly stretch short-term readings further. In all likelihood, the market will bounce on Thursday, but how it holds the strength will be a test for both bulls and bears in the coming days. The primary trend is still up, and the risk/reward of trying to profit from a countertrend correction in a bull market is unfavorable.</p><p><blockquote>截至周二收盘，市场已经超卖。周三的下滑无疑将进一步扩大短期读数。周四市场很可能会反弹，但如何保持强势将是未来几天对多头和空头的考验。主要趋势仍然是上涨，在牛市中试图从逆势修正中获利的风险/回报是不利的。</blockquote></p><p><img src=\"https://static.tigerbbs.com/5e54f14e263a6a2144f5f1e421b87122\" tg-width=\"1260\" tg-height=\"700\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Cam Hui writes the investment blogHumble Student of the Markets. He is a former equity portfolio manager and sell-side analyst.</i></p><p><blockquote><i>Cam Hui撰写了投资博客《市场的谦逊学生》。他是前股票投资组合经理和卖方分析师。</i></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/the-bears-control-the-market-now-but-it-will-be-hard-for-them-to-hold-it-11620867023?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":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/the-bears-control-the-market-now-but-it-will-be-hard-for-them-to-hold-it-11620867023?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182877825","content_text":"This S&P 500 pullback is unlikely to be very deep.The stock market’s bears finally have broken through and several factors have combined to spark this setback in stock prices.First, retail investors are losing interest in stocks.  Remember the retail frenzy as the Reddit crowd whipped up enthusiasm for meme stocks? Remember how flash mobs drove up selected issues with call-option buying which forced market-makers to hedge by buying the underlying stocks?That’s mostly gone. In the short run, there was a lot of hand-wringing about the call buying as a sign of excessive speculation. My longer-term view is a rising equity call/put ratio is a sign of bullish momentum and rising call/put ratios were coincidental with equity bull phases. In the past, a decline of the 50-day moving average (dma) of the call/put ratio below the 200-day moving average has signaled pauses in bullish advances in the past.Bad news from overseas on the pandemic front may have also contributed to the risk-off tone. Taiwan announced limits on crowds, following Singapore’s move to restrict foreign workers, in a wave of new restrictions in Asian countries trying to stamp out small outbreaks after months of keeping COVID-19 contained.The new curbs prompted fears that economic growth could stall out, which led to stock selloffs in both countries this week. Low vaccination rates as well are contributing to concerns that their populations could be vulnerable if faster-spreading variants take hold.The burst of stock-market gains and push to new highs early on Monday was reversed during the session, causing a spike in the number of stocks suffering a buying climax. This is triggered when a stock hits a 52-week high then reverses to close below the prior day’s close, potentially a sign of exhaustion among buyers.Our Backtest Engine shows that this is the sixth-largest number of climaxes in a single day since the inception of the SPDR S&P 500 ETF TrustSPY,-2.12%.Every time more than 95 stocks suffered a buying climax, the S&P 500SPX,-2.14%showed a loss over the next one-to-two months. There were few losses over the next six-12 months, and they were relatively small.Equally disturbing is the performance of the bellwether growth-cyclical PHLX Semiconductor IndexSOX,-4.20%.This index has now violated both absolute- and relative rising trend lines that stretched back a year.Putting it all together, these are all signs that the bears are taking control of the tape.Where’s the bottom?This S&P 500 pullback is unlikely to be very deep. A logical support level is the 50-day moving average, at about 4050, which represents a peak-to-trough downside risk of -4.4% and just 1% down from current levels.Some of my bottoming indicators are already starting to come into place. The five-day RSI is flashing an oversold reading, which is the first sign of a bottoming process. The CBOE Volatility IndexVIX,-1.01%(VIX) has spiked above its upper Bollinger Band, which is also a short-term oversold indicator for the stock market.However, the term structure of the VIX is not inverted, indicating fear. Markets need panic to set in for a durable bottom to be made. As well, the NYSE McClellan Oscillator (NYMO) has not flashed an oversold condition yet.While the S&P 500 is holding up relatively well and being supported by the relative strength of value stocks, growth stocks show considerably more downside risk. Despite violating its 50-day moving average and violating an important relative support zone, the NASDAQ 100NDX,-2.62%is not showing any signs of a durable bottom ahead. The percentage of Nasdaq stocks above their 50-day moving average is not oversold, and neither is the NASDAQ McClellan Oscillator (NAMO). The most logical support level for NASDAQ 100 is the 200-day moving average at about 12,500.The market was already oversold as of Tuesday’s close. Wednesday’s skid will undoubtedly stretch short-term readings further. In all likelihood, the market will bounce on Thursday, but how it holds the strength will be a test for both bulls and bears in the coming days. The primary trend is still up, and the risk/reward of trying to profit from a countertrend correction in a bull market is unfavorable.Cam Hui writes the investment blogHumble Student of the Markets. He is a former equity portfolio manager and sell-side analyst.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124002298,"gmtCreate":1624702356114,"gmtModify":1633949430173,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Like and comments&nbsp;","listText":"Like and comments&nbsp;","text":"Like and comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/124002298","repostId":"1112141657","repostType":4,"repost":{"id":"1112141657","kind":"news","pubTimestamp":1624674481,"share":"https://www.laohu8.com/m/news/1112141657?lang=zh_CN&edition=full","pubTime":"2021-06-26 10:28","market":"us","language":"en","title":"These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending<blockquote>这些股票可能因基础设施支出而“显着上涨”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112141657","media":"Barrons","summary":"Wall Street has been pricing in an infrastructure bill since the White House unveiled the American J","content":"<p>Wall Street has been pricing in an infrastructure bill&nbsp;since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.</p><p><blockquote>自白宫四月份公布美国就业计划以来，华尔街一直在为基础设施法案定价。当上周达成协议时，涨势仍在继续。</blockquote></p><p> The&nbsp;Dow Jones Industrial Average&nbsp;climbed 1% on Thursday, and the&nbsp;S&amp;P 500 Industrial Sector&nbsp;added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.</p><p><blockquote>道琼斯工业平均指数周四上涨1%，标准普尔500工业板块上涨约0.8%，均跑赢大盘，总统乔·拜登宣布他已与一群共和党和民主党参议员达成协议约6000亿美元的基础设施计划。周五工业表现继续优异。</blockquote></p><p> The package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.</p><p><blockquote>该计划包括约3000亿美元用于道路、桥梁和其他主要交通项目。另外2660亿美元包括水利基础设施、宽带和电力基础设施。这笔支出是一个更大的批准支出计划的一部分，该计划在八年内总计约1.2万亿美元。基建法案仍需获得国会批准，拜登才能签署。</blockquote></p><p> Other priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.</p><p><blockquote>拜登概述的其他优先事项，如在儿童保育计划上增加支出，将不得不在一个专门用于“人类基础设施”的单独一揽子计划中进行，可能是通过使用参议院的预算和解程序，民主党在参议院举行平局投票。两党协议可能会与和解法案挂钩，因为拜登曾表示，他希望这两项法案同时放在他的办公桌上。</blockquote></p><p> Still, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”</p><p><blockquote>尽管如此，就实体基础设施支出达成一致对于政治礼让、经济以及潜在的一系列股票和市场部门来说都是一场胜利。富国银行经济学家迈克尔·普列塞(Michael Pugliese)在一份报告中表示：“用于道路、桥梁、公共交通、宽带以及许多其他领域的大约6000亿美元的新支出可能被视为白宫的‘胜利’。”“就像在棒球比赛中一样，胜利并不总是必须是本垒打。有时只要上垒就可以了。”</blockquote></p><p> One way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included&nbsp;American Tower(AMT). He added that&nbsp;Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.</p><p><blockquote>管理价值1.85亿美元的阿伯丁标准全球基础设施收入基金（股票代码：ASGI）的乔什·杜伊茨(Josh Duitz)表示，两党协议进一步发挥优势的一种方法是该计划强调扩大宽带。截至5月31日，他的投资组合持有的股票包括美国铁塔(AMT)。他补充说，建造道路和其他项目的全球基础设施公司Ferrovial(FER.Spain)也将从该计划中受益。这是他的另一个资产。“这只是基础设施的又一个积极催化剂，”杜伊茨说。</blockquote></p><p> Analysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.</p><p><blockquote>与此同时，Stifel的分析师认为，这笔交易为机械、建筑材料和租赁公司“带来了巨大的上涨空间”。</blockquote></p><p> Stifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and&nbsp;Vulcan Materials(VMC), which makes construction materials.</p><p><blockquote>Stifel表示，基建法案的受益者包括这五家公司：Astec Industries（ASTE），其产品包括沥青和混凝土；Martin Marietta Materials(MLM)，生产建筑材料；建筑合作伙伴（道路），建造道路；联合租赁公司(URI)；以及生产建筑材料的Vulcan Materials(VMC)。</blockquote></p><p> Separately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.</p><p><blockquote>另外，周五，杰富瑞将Martin Marietta Materials和Vulcan Materials的评级从持有上调至买入。它还将目标价分别上调至424美元和207美元。</blockquote></p><p> Stifel expects other companies to benefit, as well. Those include&nbsp;Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and&nbsp;Terex(TEX)—“each of which sells machinery into the infrastructure” market.</p><p><blockquote>Stifel预计其他公司也会受益。其中包括卡特彼勒(CAT)、Deere(DE)、马尼托瓦克(MTW)、奥什科什(OSK)和特雷克斯(TEX)——“每个公司都向基础设施市场销售机械”。</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>These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending<blockquote>这些股票可能因基础设施支出而“显着上涨”</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; 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\">\nThese Stocks Could Have ‘Significant Upside’ From Infrastructure Spending<blockquote>这些股票可能因基础设施支出而“显着上涨”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-26 10:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street has been pricing in an infrastructure bill&nbsp;since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.</p><p><blockquote>自白宫四月份公布美国就业计划以来，华尔街一直在为基础设施法案定价。当上周达成协议时，涨势仍在继续。</blockquote></p><p> The&nbsp;Dow Jones Industrial Average&nbsp;climbed 1% on Thursday, and the&nbsp;S&amp;P 500 Industrial Sector&nbsp;added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.</p><p><blockquote>道琼斯工业平均指数周四上涨1%，标准普尔500工业板块上涨约0.8%，均跑赢大盘，总统乔·拜登宣布他已与一群共和党和民主党参议员达成协议约6000亿美元的基础设施计划。周五工业表现继续优异。</blockquote></p><p> The package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.</p><p><blockquote>该计划包括约3000亿美元用于道路、桥梁和其他主要交通项目。另外2660亿美元包括水利基础设施、宽带和电力基础设施。这笔支出是一个更大的批准支出计划的一部分，该计划在八年内总计约1.2万亿美元。基建法案仍需获得国会批准，拜登才能签署。</blockquote></p><p> Other priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.</p><p><blockquote>拜登概述的其他优先事项，如在儿童保育计划上增加支出，将不得不在一个专门用于“人类基础设施”的单独一揽子计划中进行，可能是通过使用参议院的预算和解程序，民主党在参议院举行平局投票。两党协议可能会与和解法案挂钩，因为拜登曾表示，他希望这两项法案同时放在他的办公桌上。</blockquote></p><p> Still, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”</p><p><blockquote>尽管如此，就实体基础设施支出达成一致对于政治礼让、经济以及潜在的一系列股票和市场部门来说都是一场胜利。富国银行经济学家迈克尔·普列塞(Michael Pugliese)在一份报告中表示：“用于道路、桥梁、公共交通、宽带以及许多其他领域的大约6000亿美元的新支出可能被视为白宫的‘胜利’。”“就像在棒球比赛中一样，胜利并不总是必须是本垒打。有时只要上垒就可以了。”</blockquote></p><p> One way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included&nbsp;American Tower(AMT). He added that&nbsp;Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.</p><p><blockquote>管理价值1.85亿美元的阿伯丁标准全球基础设施收入基金（股票代码：ASGI）的乔什·杜伊茨(Josh Duitz)表示，两党协议进一步发挥优势的一种方法是该计划强调扩大宽带。截至5月31日，他的投资组合持有的股票包括美国铁塔(AMT)。他补充说，建造道路和其他项目的全球基础设施公司Ferrovial(FER.Spain)也将从该计划中受益。这是他的另一个资产。“这只是基础设施的又一个积极催化剂，”杜伊茨说。</blockquote></p><p> Analysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.</p><p><blockquote>与此同时，Stifel的分析师认为，这笔交易为机械、建筑材料和租赁公司“带来了巨大的上涨空间”。</blockquote></p><p> Stifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and&nbsp;Vulcan Materials(VMC), which makes construction materials.</p><p><blockquote>Stifel表示，基建法案的受益者包括这五家公司：Astec Industries（ASTE），其产品包括沥青和混凝土；Martin Marietta Materials(MLM)，生产建筑材料；建筑合作伙伴（道路），建造道路；联合租赁公司(URI)；以及生产建筑材料的Vulcan Materials(VMC)。</blockquote></p><p> Separately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.</p><p><blockquote>另外，周五，杰富瑞将Martin Marietta Materials和Vulcan Materials的评级从持有上调至买入。它还将目标价分别上调至424美元和207美元。</blockquote></p><p> Stifel expects other companies to benefit, as well. Those include&nbsp;Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and&nbsp;Terex(TEX)—“each of which sells machinery into the infrastructure” market.</p><p><blockquote>Stifel预计其他公司也会受益。其中包括卡特彼勒(CAT)、Deere(DE)、马尼托瓦克(MTW)、奥什科什(OSK)和特雷克斯(TEX)——“每个公司都向基础设施市场销售机械”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-infrastructure-spending-51624667261?mod=RTA\">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":{"ASTE":"Astec实业","TEX":"特雷克斯","CAT":"卡特彼勒","MTW":"马尼托沃克","ROAD":"Construction Partners","MLM":"马丁-玛丽埃塔材料","DE":"迪尔股份有限公司","VMC":"火神材料","URI":"联合租赁","OSK":"Oshkosh"},"source_url":"https://www.barrons.com/articles/stocks-infrastructure-spending-51624667261?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112141657","content_text":"Wall Street has been pricing in an infrastructure bill since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.\nThe Dow Jones Industrial Average climbed 1% on Thursday, and the S&P 500 Industrial Sector added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.\nThe package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.\nOther priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.\nStill, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”\nOne way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included American Tower(AMT). He added that Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.\nAnalysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.\nStifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and Vulcan Materials(VMC), which makes construction materials.\nSeparately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.\nStifel expects other companies to benefit, as well. Those include Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and Terex(TEX)—“each of which sells machinery into the infrastructure” market.","news_type":1,"symbols_score_info":{"DE":0.9,"ASTE":0.9,"URI":0.9,"CAT":0.9,"TEX":0.9,"VMC":0.9,"OSK":0.9,"ROAD":0.9,"MTW":0.9,"MLM":0.9}},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":873110132,"gmtCreate":1636878470906,"gmtModify":1636878471112,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873110132","repostId":"1130613433","repostType":4,"repost":{"id":"1130613433","kind":"news","pubTimestamp":1636854571,"share":"https://www.laohu8.com/m/news/1130613433?lang=zh_CN&edition=full","pubTime":"2021-11-14 09:49","market":"us","language":"en","title":"7 Earnings Reports to Watch Next Week<blockquote>下周值得关注的7份财报</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130613433","media":"InvestorPlace","summary":"A parade of retailers report earnings as their share prices remain buoyant\nSource: Shutterstock\nReta","content":"<p><div> A parade of retailers report earnings as their share prices remain buoyant Source: Shutterstock Retailers and big box chains take center stage next week as the earnings train rolls on. And these ...</p><p><blockquote><div>随着股价保持强劲，众多零售商公布了财报资料来源：Shutterstock随着财报列车的继续，零售商和大型连锁店将成为下周的中心舞台。还有这些...</div></blockquote></p><p>  <a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">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>7 Earnings Reports to Watch Next Week<blockquote>下周值得关注的7份财报</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Earnings Reports to Watch Next Week<blockquote>下周值得关注的7份财报</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-11-14 09:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> A parade of retailers report earnings as their share prices remain buoyant Source: Shutterstock Retailers and big box chains take center stage next week as the earnings train rolls on. And these ...</p><p><blockquote><div>随着股价保持强劲，众多零售商公布了财报资料来源：Shutterstock随着财报列车的继续，零售商和大型连锁店将成为下周的中心舞台。还有这些...</div></blockquote></p><p>  <a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">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/earnings-reports-to-watch-next-week/\">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":{"HD":"家得宝","LZB":"La-Z-Boy家具","LOW":"劳氏","WMT":"沃尔玛","M":"梅西百货","TGT":"塔吉特"},"source_url":"https://investorplace.com/earnings-reports-to-watch-next-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130613433","content_text":"A parade of retailers report earnings as their share prices remain buoyant\nSource: Shutterstock\nRetailers and big box chains take center stage next week as the earnings train rolls on. And these earnings come as we enter the pivotal holiday sales season, which can make or break retailers large and small.\nAnalysts on Wall Street will be carefully parsing next week’s results to gain insights into how the economic reopening is holding up, and, in particular, how consumer spending performed heading into the fourth and final quarter of the year.\nIt has been a good run for stocks of retailers in recent weeks, with the SPDR S&P Retail ETF(NYSEARCA:XRT) up 15% over the past month. Sentiment regarding retailers has turned bullish as we approach the lucrative holiday sales period and the twin events of Black Friday and Cyber Monday.\nStrong earnings reports from key retail companies are likely to keep stocks across the sector buoyant as we near year-end.Here are seven retail stocks reporting earnings the week of Nov. 15.\n\nWalmart(NYSE:WMT)\nHome Depot(NYSE:HD)\nLa-Z-Boy(NYSE:LZB)\nLowe’s(NYSE:LOW)\nTarget(NYSE:TGT)\nMacy’s(NYSE:M)\nFoot Locker(NYSE:FL)\n\nWalmart (WMT)\nFirst out of the gate next week is Walmart, the world’s biggest retailer with more than 10,000 stores, 2.3 million employees and annual revenues of nearly $550 billion.\nThe retail colossus survived the pandemic largely by ramping up its online sales strategy, and its brick-and-mortar stores have been recovering this year as the economy reopens.\nHowever, despite its efforts and success, Walmart’s stock has underperformed, rising only 1% year-to-date at $148.50 a share. In the past 52 weeks, WMT stock has gained a slight 0.35%. The tepid growth has frustrated Walmart shareholders who have had to watch while rival retail stocks have risen more than 50% this year.\nA strong third-quarter report from Walmart could give the share price a much needed boost.Wall Street is looking for the company to report earnings per share (EPS) of $1.40 on revenues of $135.52 billion. Any beat to the upside will be well-received and could be the catalyst needed to finally move the needle on WMT stock.\nThe company has received several bullish analyst ratings recently, with Goldman Sachs(NYSE:GS) adding the stockto its “conviction buy” list in October. The median price target on the stock, among 19 analysts who cover Walmart, is $170, which is 15% higher than its current level.\nHome Depot (HD)\nAlso reporting Q3 results next week is home improvement retailer Home Depot. The Atlanta-headquartered company has seemingly had it both ways during the pandemic. The company performed well during Covid-19 lockdowns as people focused on fixing up their homes, and has continued to perform well this year as the economic recovery accelerated.\nYear-to-date, HD stock is up nearly 40% at $367.55 per share. And despite the bull run, Home Depot’s share price has continued to trend upward, rising nearly 10% since the start of October. The company is no doubt looking to finish the year strong and keep the momentum in its stock going with its third-quarter results.\nAnalysts are forecasting that Home Depot will report EPS of $3.36 on revenues of $34.69 billion for Q3. This would be after the company reported that its sales in this year’s second quarter increased 8.1% from a year ago to $41 billion, the first time in the company’s history that its quarterly sales surpassed $40 billion.\nWith home prices continuing to rise in the U.S.,up 20% in August this year from the same month of 2020 according to the Federal Reserve Bank of St. Louis, homeowners seem content to continue taking equity out of their domicile and spending it to improve its value, which benefits Home Depot.\nLa-Z-Boy (LZB)\nFurniture manufacturer La-Z-Boy, which is known for its signature brand of upholstered recliners, reports earnings next week as it shares finally breakout after being down for most of this year.\nOver the last month, LZB stock has gained 12% and now trades at $11.43 a share. However, even with that strong performance, the stock remains down 7% on the year. Strong third-quarter results heading into the holidays could accelerate the growth of La-Z-Boy’s stock.\nAnalysts expect the company to announce Q3 EPS of 73 cents on revenues of $540 million.  La-Z-Boy has outperformed Wall Street’s earnings expectations in the four previous quarters. Overall, La-Z-Boy has grown its revenues by 9.5% and grown its net income by 32.3% since 2018. The furniture retailer is also praised for having a clean balance sheet with $391.21 million in cash on hand and $362.64 million in total debt.\nAnalysts will be watching La-Z-Boy to see if global supply constraints have materially impacted its business or will do so going forward.\nLowe’s (LOW)\nLowe’s, the home improvement retailer and main rival of Home Depot, also reports next week. And, as with Home Depot, Lowe’s stock has been a strong outperformer this year, up a total of 45% to $232.76 a share.\nThe rally in LOW stock has gathered steam in recent weeks, with the share price climbing 11% over the last month. The stellar stock performance has been propelled by exceptional sales that reached a record $27.6 billion in Lowe’s previous quarterly report.\nEqually impressive is the fact that Lowe’s says it now generates 25% of its revenues from professionals such as contractors, electricians and plumbers. It is those professionals that are highly coveted by both Lowe’s and Home Depot as consistent repeat customers.\nIn an effort to attract even more professional customers and keep its sales in record territory, Lowe’s has beendesigning more intuitive store layouts based on helping contractors and other trades find everything they need for a specific job without having to search the entire store.\nAdditionally, the company has moved its website “Lowe’s for Pros” to the cloud, which enabled the company to add enhanced features, faster updates, and provide more personalized offers to those highly sought after professionals.Analysts have forecast that Lowe’s will announce EPS of $2.31 on revenues of $21.77 billion for its most recent quarter.\nTarget (TGT)\nTarget has been yet another top performer among retail stocks, up 44% so far in 2021 and up 60% in the last 52-weeks. At $256.26. TGT stock has run uninterrupted all year.\nHowever, some analysts are raising concerns that the rally could be running out of steam. When Goldman Sachs added Walmart to its conviction list in October, the investment bank removed Target, stating that is expects slower growth from the Minneapolis-based company next year that is more inline with its historic performance. Target will be looking to prove the naysayers wrong when it announces its Q3 results.\nMuch of Target’s turnaround over the past few years is attributed to CEOBrian Cornell, who took over in 2014 as the company was dealing with a data breach that exposed the debit and credit card information of 40 million customers and its expansion into Canada was failing and dragging on the bottom line.\nCornell made the decision to exit Canada and has since invested heavily in e-commerce and brand name apparel. The moves proved to be the right ones judging by TGT stock, which is up 236% over the past five years. For next week’s earnings,Wall Street is anticipating EPS of $2.81 on revenues of $24.59 billion.\nMacy’s (M)\nMacy’s has not only been a top-performing retail stock, it has been one of the best performing of all stocks this year. Since January, Macy’s share price has increased 175% to its current level of $30.89. In the last month alone, M stock has gained 36%. The company has left its competitors in the dust as its shares continue rising higher and higher.\nMacy’s now has a market capitalization approaching $10 billion. The incredible growth is due to a strong e-commerce strategy that has propelled shares higher. Although some analysts have claimed that Macy’s share price appreciation is due to it being treated as a meme stock by retail investors.\nFounded in 1858, Macy’s today operates more than nearly 800 stores under the Macy’s, Bloomingdale’s and Bluemercury brands. The company has recently been targeted by activist group Jana Partners, which is trying to force Macy’s to spin-off its successful and lucrative e-commerce business, which Jana Partners has estimated could be worth $15 billion.\nThe reaction to Jana Partners efforts has been largely negative and it looks as though Macy’s will control its own destiny when it comes to its e-commerce platform. For its latest earnings, analysts forecast Macy’s will report EPS of $0.29 on revenues of $5.18 billion.\nFoot Locker (FL)\nNew York-based footwear and apparel retailer Foot Locker’s latest earnings report comes as its stock has risen 15% in the last month, bringing year-to-date gains to 37%. At $53.86 a share, FL stock is now up nearly 50% in the past 52-weeks.\nThe company just announced that it is launching a brand new apparel line called “LCKR” that is focused on casual wear such as pullover hoodies and sweatpants. Foot Locker enlisted popular rapper Gunna to be the face of its newest brand, which officially launched Oct. 20 and should help boost sales heading into the New Year.\nThe company also recently completed a $360 million acquisition of Japanese retailer Atmos, which sells premium sneakers and apparel at 49 stores around the world, including 39 in Japan. The deal helps to expand Foot Locker globally as the company seeks growth opportunities outside its American home market.\nAnalysts have praised Foot Locker for its recent moves aimed at expanding its brand and operations. When it announces earnings next week,Wall Street is looking for the company to report EPS of $1.35 and revenues of $2.12 billion.","news_type":1,"symbols_score_info":{"FL":0.9,"HD":0.9,"LZB":0.9,"WMT":0.9,"TGT":0.9,"LOW":0.9,"M":0.9}},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883264187,"gmtCreate":1631245506249,"gmtModify":1631885684000,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/883264187","repostId":"2166345008","repostType":4,"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836959182,"gmtCreate":1629449027746,"gmtModify":1631891597235,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"U think someone to comes out new vaccine&nbsp;","listText":"U think someone to comes out new vaccine&nbsp;","text":"U think someone to comes out new vaccine","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836959182","repostId":"1189046360","repostType":4,"repost":{"id":"1189046360","kind":"news","pubTimestamp":1629448332,"share":"https://www.laohu8.com/m/news/1189046360?lang=zh_CN&edition=full","pubTime":"2021-08-20 16:32","market":"us","language":"en","title":"Moderna COVID-19 vaccine being probed in U.S. for higher-than-expected risk of side effect<blockquote>Moderna COVID-19疫苗因副作用风险高于预期而在美国接受调查</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189046360","media":"Seeking Alpha","summary":"(Update: August 20, 2021 at 5:59 a.m. ET)\nThe federal health officials are investigating whether the","content":"<p><i><b>(Update: August 20, 2021 at 5:59 a.m. ET)</b></i></p><p><blockquote><i><b>（更新：美国东部时间2021年8月20日上午5:59）</b></i></blockquote></p><p> The federal health officials are investigating whether the COVID-19 vaccine developed by <a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> (NASDAQ:&nbsp;MRNA)is linked to even a higher risk of a rare side effect called myocarditis in younger adults than initially expected,&nbsp;<i>The WashingtonPost</i>&nbsp;reported citing people familiar with the matter.</p><p><blockquote>联邦卫生官员正在调查由<a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a>（纳斯达克：MRNA）与年轻人患心肌炎这种罕见副作用的风险甚至比最初预期的更高有关，<i>华盛顿邮报</i>报道援引知情人士的话称。</blockquote></p><p> The people have stressed that the side effect affecting the heart “probably” continues to be uncommon. The probe has involved the officials from the Food and Drug Administration (FDA) and the Centers for Disease Control and Prevention (CDC).</p><p><blockquote>人们强调，影响心脏的副作用“可能”仍然不常见。该调查涉及食品药品监督管理局（FDA）和疾病控制与预防中心（CDC）的官员。</blockquote></p><p> The investigation is reportedly focused on emerging data from Canada indicating that the vaccine carries a higher risk in the younger population than that from the rival COVID-19 shot from <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>&nbsp;(NYSE:&nbsp;PFE)&nbsp;and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> (NASDAQ:&nbsp;BNTX), in males below the age of 30 or so in particular.</p><p><blockquote>据报道，这项调查的重点是来自加拿大的新数据，这些数据表明该疫苗在年轻人群中的风险比来自加拿大的竞争对手COVID-19疫苗更高<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>（纽约证券交易所代码：PFE）和<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>（纳斯达克：BNTX），尤其是在30岁以下的男性中。</blockquote></p><p> The authorities are trying to establish whether the U.S. data also suggest a higher risk from Moderna’s (MRNA) vaccine in the population.</p><p><blockquote>当局正试图确定美国的数据是否也表明Moderna(MRNA)疫苗在人群中的风险更高。</blockquote></p><p> <li>In June, the FDA moved to update the fact sheets of Pfizer (PFE)/ BioNTech (BNTX) and Moderna (MRNA) vaccines to reflect the likelihood of rare cases of heart&nbsp;inflammation following their administration.</p><p><blockquote><li>6月，FDA更新了辉瑞(PFE)/BioNTech(BNTX)和Moderna(MRNA)疫苗的情况说明书，以反映接种后出现罕见心脏炎症病例的可能性。</li></blockquote></p><p>Moderna&nbsp;sink&nbsp;over&nbsp;2%&nbsp;in&nbsp;premarket&nbsp;trading.</p><p><blockquote>Moderna在盘前交易中下跌超过2%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e4e9a64ce0c6eb83275b67dbd3b00b4c\" tg-width=\"917\" tg-height=\"391\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></li></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>Moderna COVID-19 vaccine being probed in U.S. for higher-than-expected risk of side effect<blockquote>Moderna COVID-19疫苗因副作用风险高于预期而在美国接受调查</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\">\nModerna COVID-19 vaccine being probed in U.S. for higher-than-expected risk of side effect<blockquote>Moderna COVID-19疫苗因副作用风险高于预期而在美国接受调查</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\">2021-08-20 16:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i><b>(Update: August 20, 2021 at 5:59 a.m. ET)</b></i></p><p><blockquote><i><b>（更新：美国东部时间2021年8月20日上午5:59）</b></i></blockquote></p><p> The federal health officials are investigating whether the COVID-19 vaccine developed by <a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> (NASDAQ:&nbsp;MRNA)is linked to even a higher risk of a rare side effect called myocarditis in younger adults than initially expected,&nbsp;<i>The WashingtonPost</i>&nbsp;reported citing people familiar with the matter.</p><p><blockquote>联邦卫生官员正在调查由<a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a>（纳斯达克：MRNA）与年轻人患心肌炎这种罕见副作用的风险甚至比最初预期的更高有关，<i>华盛顿邮报</i>报道援引知情人士的话称。</blockquote></p><p> The people have stressed that the side effect affecting the heart “probably” continues to be uncommon. The probe has involved the officials from the Food and Drug Administration (FDA) and the Centers for Disease Control and Prevention (CDC).</p><p><blockquote>人们强调，影响心脏的副作用“可能”仍然不常见。该调查涉及食品药品监督管理局（FDA）和疾病控制与预防中心（CDC）的官员。</blockquote></p><p> The investigation is reportedly focused on emerging data from Canada indicating that the vaccine carries a higher risk in the younger population than that from the rival COVID-19 shot from <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>&nbsp;(NYSE:&nbsp;PFE)&nbsp;and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> (NASDAQ:&nbsp;BNTX), in males below the age of 30 or so in particular.</p><p><blockquote>据报道，这项调查的重点是来自加拿大的新数据，这些数据表明该疫苗在年轻人群中的风险比来自加拿大的竞争对手COVID-19疫苗更高<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>（纽约证券交易所代码：PFE）和<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>（纳斯达克：BNTX），尤其是在30岁以下的男性中。</blockquote></p><p> The authorities are trying to establish whether the U.S. data also suggest a higher risk from Moderna’s (MRNA) vaccine in the population.</p><p><blockquote>当局正试图确定美国的数据是否也表明Moderna(MRNA)疫苗在人群中的风险更高。</blockquote></p><p> <li>In June, the FDA moved to update the fact sheets of Pfizer (PFE)/ BioNTech (BNTX) and Moderna (MRNA) vaccines to reflect the likelihood of rare cases of heart&nbsp;inflammation following their administration.</p><p><blockquote><li>6月，FDA更新了辉瑞(PFE)/BioNTech(BNTX)和Moderna(MRNA)疫苗的情况说明书，以反映接种后出现罕见心脏炎症病例的可能性。</li></blockquote></p><p>Moderna&nbsp;sink&nbsp;over&nbsp;2%&nbsp;in&nbsp;premarket&nbsp;trading.</p><p><blockquote>Moderna在盘前交易中下跌超过2%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e4e9a64ce0c6eb83275b67dbd3b00b4c\" tg-width=\"917\" tg-height=\"391\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></li></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3732568-moderna-covid-19-vaccine-being-probed-in-us-for-higher-than-expected-risk-of-side-effect\">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":{"BNTX":"BioNTech SE","PFE":"辉瑞","MRNA":"Moderna, Inc."},"source_url":"https://seekingalpha.com/news/3732568-moderna-covid-19-vaccine-being-probed-in-us-for-higher-than-expected-risk-of-side-effect","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189046360","content_text":"(Update: August 20, 2021 at 5:59 a.m. ET)\nThe federal health officials are investigating whether the COVID-19 vaccine developed by Moderna, Inc. (NASDAQ: MRNA)is linked to even a higher risk of a rare side effect called myocarditis in younger adults than initially expected, The WashingtonPost reported citing people familiar with the matter.\nThe people have stressed that the side effect affecting the heart “probably” continues to be uncommon. The probe has involved the officials from the Food and Drug Administration (FDA) and the Centers for Disease Control and Prevention (CDC).\nThe investigation is reportedly focused on emerging data from Canada indicating that the vaccine carries a higher risk in the younger population than that from the rival COVID-19 shot from Pfizer (NYSE: PFE) and BioNTech SE (NASDAQ: BNTX), in males below the age of 30 or so in particular.\nThe authorities are trying to establish whether the U.S. data also suggest a higher risk from Moderna’s (MRNA) vaccine in the population.\nIn June, the FDA moved to update the fact sheets of Pfizer (PFE)/ BioNTech (BNTX) and Moderna (MRNA) vaccines to reflect the likelihood of rare cases of heart inflammation following their administration.Moderna sink over 2% in premarket trading.","news_type":1,"symbols_score_info":{"BNTX":0.9,"PFE":0.9,"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830983994,"gmtCreate":1629000543118,"gmtModify":1633688037422,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"All have different visions and all is a buy","listText":"All have different visions and all is a buy","text":"All have different visions and all is a buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/830983994","repostId":"1138705612","repostType":4,"repost":{"id":"1138705612","kind":"news","pubTimestamp":1628995730,"share":"https://www.laohu8.com/m/news/1138705612?lang=zh_CN&edition=full","pubTime":"2021-08-15 10:48","market":"us","language":"en","title":"AMD, Intel, And Nvidia: Which Is The Best Chip Stock?<blockquote>AMD、英特尔和英伟达：哪个是最好的芯片股？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138705612","media":"seekingalpha","summary":"AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.This left ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.</li>  <li>AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.</li>  <li>Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&amp;D, marketing, and pricing.</li>  <li>Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8f0aee0f3d10db76a1ee18fe604b40\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>Andy/iStock via Getty Images</span></p><p><blockquote><ul><li>AMD最近的CPU和GPU产品与英特尔和英伟达的产品相比更具竞争力。</li><li>事实证明，AMD的EPYC服务器芯片可以与某些英特尔芯片相媲美，甚至优于某些英特尔芯片，并使AMD获得了服务器CPU市场份额。</li><li>即便如此，英特尔仍是处理器市场的领导者，在研发、营销和定价方面相对于AMD拥有长期优势。</li><li>英伟达在GPU技术上领先于AMD，并正在利用其GPU进入人工智能等邻近的终端市场。</li></ul><p class=\"t-img-caption\"><span>安迪/iStock来自盖蒂图片社</span></p></blockquote></p><p> Intel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.</p><p><blockquote>英特尔（INTC）曾经是微芯片行业的巨人罗德斯岛，是摩尔定律力量的纪念碑。然而，该公司在10纳米工艺上遇到了麻烦，最近宣布其7纳米工艺将推迟到2023年。</blockquote></p><p> This left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.</p><p><blockquote>这为Advanced Micro Devices Inc.(AMD)敞开了大门，该公司充分利用了这个机会。AMD已经占据了CPU市场的很大份额，并正在进军曾经几乎难以渗透的服务器市场。</blockquote></p><p> AMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.</p><p><blockquote>AMD目前已连续七个季度实现两位数的收入增长，而且该公司似乎正在获得动力：管理层目前预计全年收入增长60%，高于上一季度提供的50%的预测。</blockquote></p><p> However, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.</p><p><blockquote>然而，AMD也与英伟达公司（NVDA）竞争，后者公司的GPU技术正在窃取市场份额。NVDA还凭借其GPU成功进入了邻近市场，尤其是人工智能和汽车市场。</blockquote></p><p> <b>The Ins And Outs of Intel</b></p><p><blockquote><b>英特尔的来龙去脉</b></blockquote></p><p> An understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.</p><p><blockquote>对英特尔的了解也提供了对AMD的洞察。这是由于两家公司之间的重叠，特别是在x86芯片方面。英特尔在1978年开发了x86芯片。为了满足IBM要求英特尔不是芯片的唯一供应商，INTC向AMD提供了x86指令集架构许可。</blockquote></p><p> Consequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.</p><p><blockquote>因此，英特尔和AMD在PC和服务器市场处于双头垄断地位，因为几乎所有的计算机软件都是为x86架构编写的。结果是两者都拥有与x86生态系统相关的宽阔护城河。</blockquote></p><p> Gaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.</p><p><blockquote>特别是游戏控制台基于x86架构，因为这些平台通常提供具有多个计算核心的更强大的CPU和GPU。像PC一样，游戏机运行使用基于x86的软件的游戏。这再次扼杀了来自基于ARM的设备的潜在竞争。</blockquote></p><p> Until fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.</p><p><blockquote>直到最近，AMD在x86芯片供应商方面还远远落后于INTC。然而，AMD与台积电（NYSE：TSM）合作，使用该制造商的7纳米工艺，在工艺技术上超越了INTC。再加上AMD正在开发新的创新芯片设计，这种组合拳导致INTC失去了大量的市场份额。</blockquote></p><p> At the end of Q1, AMD held 19.30% of the x86 desktop&nbsp;market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5%&nbsp;market&nbsp;share in Q4 of 2019.</p><p><blockquote>截至第一季度末，AMD占据x86台式机市场19.30%的份额，同比增长70个基点。第二季度，AMD占据了服务器市场8%的份额，高于2019年第四季度5%的市场份额。</blockquote></p><p> Despite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU&nbsp;market.</p><p><blockquote>尽管遭遇了这些挫折，但将英特尔视为一个垂死的企业似乎还为时过早。INTC是世界上最大的半导体公司之一。该公司在服务器市场占据主导地位，并且仍然占据全球x86 CPU市场的60%。</blockquote></p><p> The company has an enormous R&amp;D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.</p><p><blockquote>该公司拥有庞大的研发预算，并正在通过收购Habana Labs、Altera、Movidius和Mobileye扩展到新市场，主要是人工智能、现场可编程门阵列芯片和汽车产品。</blockquote></p><p> Investors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.</p><p><blockquote>投资者不应该仅仅因为7优于10而被英特尔新的10纳米芯片不如7纳米的说法所左右。虽然曾经用来表示芯片设计的技术水平，但它已经被误用到了无用的地步。</blockquote></p><p> However, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.</p><p><blockquote>然而，有一些问题必须承认。英特尔在智能手机市场落后于竞争对手。随着消费者转向移动设备，随着智能手机取代个人电脑，这可能会导致持续的阻力。另一方面，应该承认，INTC的服务器处理器业务随着移动设备和云计算的激增而增长。</blockquote></p><p> Intel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.</p><p><blockquote>英特尔还面临着来自AMD在数据中心领域日益激烈的竞争，以及客户为CPU开发自己的基于ARM的芯片。</blockquote></p><p> <b>An Overview of AMD</b></p><p><blockquote><b>AMD概述</b></blockquote></p><p> In years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.</p><p><blockquote>过去几年，INTC占据了x86市场的最大份额。这部分归功于英特尔领先的制造以及AMD与不太出色的GlobalFoundries签订的晶圆供应协议。</blockquote></p><p></p><p> However, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.</p><p><blockquote>然而，由于三个因素，发生了翻天覆地的转变：在创新设计的推动下，AMD将有竞争力的产品推向市场，AMD转向台积电生产，英特尔面临一再的制造延迟。下面两张图表记录了公司取得的进展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/903df41d5400c9807ff487a75a7e5450\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：第二季度收益报告</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331cd14b666f520a62d0746d5fadfa5b\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：第二季度收益报告</span></p></blockquote></p><p> Like Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.</p><p><blockquote>与英特尔一样，AMD的主要产品是CPU和GPU。AMD的芯片专为PC、游戏机、服务器和区块链应用而设计。与INTC一样，由于为x86架构设计的PC和服务器软件占主导地位，AMD的产品在很大程度上免受竞争。</blockquote></p><p> AMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.</p><p><blockquote>AMD的强劲增长很大程度上是以牺牲英特尔为代价的，因为AMD稳步蚕食了英特尔的CPU市场份额。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7f8fbcab5da8a24d01d2b6408bd5686\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求阿尔法</span></p></blockquote></p><p> AMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.</p><p><blockquote>AMD对CPU和GPU半定制处理器应用的关注导致了它们在微软Xbox和Sony PlayStation游戏机中的使用。</blockquote></p><p> In regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.</p><p><blockquote>在PC集成GPU方面，AMD与NVIDIA大致相当，而INTC以大约68%的市场份额占据主导地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67a0fe74d986cf882623a8f39587d0d8\" tg-width=\"544\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Source:tom'sHARDWARE</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：汤姆五金</span></p></blockquote></p><p> However, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.</p><p><blockquote>然而，NVIDIA以80%以上的市场份额主导着独立GPU领域，AMD席卷了剩下的市场份额。NVIDIA的独立GPU可以说优于AMD的（稍后会详细介绍）；因此，投资者不应该在这里寻找增长。</blockquote></p><p> Although AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.</p><p><blockquote>尽管AMD的EPYC服务器CPU产品与竞争对手相比具有竞争力，但最初该公司依靠激进的定价来推广其第一代EPYC产品。然而，EPYC系列已经获得了更广泛的认可，随着米兰处理器的推出，该公司正在获得市场份额。由于服务器CPU比该公司的其他产品提供了更好的利润率，因此向该领域的扩张应该有助于增加收入。</blockquote></p><p> Late last year,AMD entered intoa deal&nbsp;to acquire&nbsp;Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.</p><p><blockquote>去年年底，AMD达成协议收购现场可编程门阵列(FPGA)芯片领域的领导者Xilinx(XLNX)。FPGA可用于多种应用。由于转向竞争对手的FPGA提供商需要对工程师进行软件和设计工具方面的再培训，因此客户不愿意转向竞争对手的供应商。因此，如果Xilinx交易成功，AMD将获得一条宽阔的护城河业务。交易完成后18个月内运营效率约3亿美元的管理指南。</blockquote></p><p> The Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.</p><p><blockquote>收购Xilinx应该会增强AMD的数据中心和人工智能业务。</blockquote></p><p> AMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.</p><p><blockquote>AMD同意以350亿美元的全股票交易收购赛灵思。</blockquote></p><p> <b>A Survey of NVIDIA</b></p><p><blockquote><b>英伟达调查</b></blockquote></p><p> NVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.</p><p><blockquote>NVDA对图形处理单元市场的关注使该公司在独立GPU领域占据了主导地位。该公司是计算平台（尤其是游戏机）独立GPU领域的领导者。英特尔从英伟达获得知识产权许可，将GPU集成到其PC芯片组中，这一事实证明了该公司保持的领先地位。</blockquote></p><p> The chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.</p><p><blockquote>下图记录了该公司在过去五年中能够控制的蓬勃发展的ASP，从2016年的Pascal架构开始，通过Turing发展到Ampere。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04fb1d71f9df02f6c63907fe784b2fd8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Source:AMD Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：AMD投资者介绍</span></p></blockquote></p><p> The firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.</p><p><blockquote>该公司的芯片也存在于许多高端PC中，NVDA在新兴的人工智能和自动驾驶汽车市场尤其具有优势。</blockquote></p><p> GPUs are being teamed with CPUs to&nbsp;enhance&nbsp;computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to&nbsp;autonomous&nbsp;vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud</p><p><blockquote>GPU正在与CPU合作，以增强计算工作负载。这一策略旨在增强人工智能系统执行计算密集型任务的能力。与自动驾驶汽车相关的人工智能是英伟达的发展优势。该公司崭露头角的另一个领域是云领域</blockquote></p><p> AI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.</p><p><blockquote>人工智能和数据中心是NVDA最有可能的增长途径。为了加强其在这两项业务中的地位，该公司去年以400亿美元从母公司软银手中收购了ARM Holdings(ARMHF)。</blockquote></p><p> ARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.</p><p><blockquote>ARM是全球最大的芯片设计许可方。它的芯片无处不在，手机、智能电视、平板电脑都能找到。使用ARM设计制造了1600亿个芯片。</blockquote></p><p></p><p> Perhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.</p><p><blockquote>也许同样重要的是，有1300万开发人员使用ARM设备。从背景来看，NVDA有200万开发人员在开发其设备系列。</blockquote></p><p> Unfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.</p><p><blockquote>对投资者来说不幸的是，据报道，中国和英国都不愿批准这笔交易。</blockquote></p><p> <b>Head-To-Head Comparisons</b></p><p><blockquote><b>头对头比较</b></blockquote></p><p> <b>Valuation Metrics</b></p><p><blockquote><b>估值指标</b></blockquote></p><p> The following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.</p><p><blockquote>下图提供了与每只股票估值相关的各种指标。所有标有前瞻性的数据都是分析师对下一财年的一致预期。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bdeabcd2ea473601fbaaaa03235de77\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ chart by author</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Seeking Alpha Premium/作者图表</span></p></blockquote></p><p> Next, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.</p><p><blockquote>接下来，我用图表来提供这三家公司的PEG比率。由于分析师的输入可能会导致PEG比率存在相当大的差异，因此当我发现比率存在较大差异时，我希望读者能够访问多个来源。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/884fc2142d97afcc9e2308e50058dd45\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Chart by author</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者图表</span></p></blockquote></p><p> Note that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.</p><p><blockquote>请注意，Seeking Alpha提供了三到五年的PEG，嘉信理财只是将其指标列为PEG比率，而雅虎！财务计算五年比率。这可以解释所提供数字中的一些差异。</blockquote></p><p> Perusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.</p><p><blockquote>仔细阅读第一张图表，很明显NVDA是最被高估的。还值得注意的是，当前市盈率和远期价格/现金流估计显示AMD的估值接近行业中位数。</blockquote></p><p> Count me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.</p><p><blockquote>我是一个非常重视股票PEG比率的投资者。查看第二张图表，AMD的PEG是三家公司中最好的。我还注意到，各来源的分析师计算出AMD的PEG比率均优于行业中位数。</blockquote></p><p> Do not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.</p><p><blockquote>不要误解我的发现。虽然INTC在很多方面的估值较低，但考虑到其他因素，我对AMD的整体评价较高。换句话说，这不是最便宜的估值，而是最好的估值，因为缺乏更好的方式来表达我的观点。</blockquote></p><p> <b>=Advantage AMD</b></p><p><blockquote><b>=优势AMD</b></blockquote></p><p> <b>Analysts’ Price Targets</b></p><p><blockquote><b>分析师的价格目标</b></blockquote></p><p> NVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.</p><p><blockquote>NVIDIA股价目前交易价格为202.95美元。33位分析师的平均12个月目标价为186.49美元。在最新财报发布后对该股进行评级的17名分析师的平均目标价为210.53美元，比该股当前价格高出约3.7%。</blockquote></p><p> AMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.</p><p><blockquote>AMD股价目前交易价格为107.58美元。28位分析师的平均12个月目标价为108.56美元。在最新财报发布后对该股进行评级的11位分析师的平均目标价为117.27美元，比当前股价高出约9%。</blockquote></p><p> Intel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.</p><p><blockquote>英特尔股价目前交易价格为54.05美元。34位分析师的平均12个月目标价为59.86美元。在最新财报发布后对该股进行评级的16位分析师的平均目标价为58.97美元，较当前股价溢价9%。</blockquote></p><p> Investors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.</p><p><blockquote>投资者应该知道，自NVDA公布季度收益而INTC和AMD最近公布季度收益以来，已经过去了近三个月。</blockquote></p><p> <b>=Tie AMD/INTC</b></p><p><blockquote><b>=Tie AMD/INTC</b></blockquote></p><p> <b>Growth Rates</b></p><p><blockquote><b>增长率</b></blockquote></p><p> The next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.</p><p><blockquote>下一张图表提供了增长率数据。除非另有说明，这些指标反映了分析师的平均两年预测。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8ae1b79b3731a985fc209e626ca4886\" tg-width=\"577\" tg-height=\"337\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ Chart by author</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Seeking Alpha Premium/作者图表</span></p></blockquote></p><p> While investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.</p><p><blockquote>虽然熟悉这三家公司的投资者预计INTC在增长方面的表现不如NVDA和AMD，但在某些情况下，英特尔预计将出现负增长率。</blockquote></p><p> Advanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.</p><p><blockquote>Advanced Micro Devices的预计增长在每个类别中都领先于NVIDIA，有时甚至大幅领先。</blockquote></p><p> <b>=Advantage AMD</b></p><p><blockquote><b>=优势AMD</b></blockquote></p><p> I considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.</p><p><blockquote>我考虑提供一张图表，概述每家公司的盈利能力；然而，只要说每一个都是高利润就足够了，三者并置会导致平局。</blockquote></p><p> I often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.</p><p><blockquote>我经常提供分解股息指标的比较，但AMD不支付股息，而NVDA的收益率也很低。INTC目前的收益率约为2.6%。股息资金充足。</blockquote></p><p> <b>Debt Metrics</b></p><p><blockquote><b>债务指标</b></blockquote></p><p> NVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.</p><p><blockquote>英伟达拥有126.7亿美元现金，上季度末为59.6亿美元。如果ARM收购获得批准，该交易的结构将使400亿美元收购价格中的210亿美元将是股票。</blockquote></p><p> AMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.</p><p><blockquote>AMD重组了债务，从而降低了利息成本。截至最近一个季度末，AMD拥有约38亿美元现金和3.13亿美元长期债务。</blockquote></p><p> Intel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.</p><p><blockquote>英特尔拥有可靠的投资级信用评级。截至上季度末，该公司持有近248.6亿美元现金，长期债务为317亿美元。</blockquote></p><p></p><p> All three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.</p><p><blockquote>这三家公司都拥有强劲的财务状况。考虑到NVDA和AMD可能因潜在收购而增加债务的可能性，我对这三家公司的评级相同。</blockquote></p><p> <b>R&amp;D Budgets</b></p><p><blockquote><b>研发预算</b></blockquote></p><p> This is the first time I have&nbsp;compared&nbsp;the R&amp;D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.</p><p><blockquote>这是我第一次比较企业的研发预算进行正面对决。然而，在半导体行业，这可能至关重要。</blockquote></p><p> Last fiscal year, Intel devoted over $13.5 billion to R&amp;D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.</p><p><blockquote>上一财年，英特尔在研发上投入了超过135亿美元，NVDA花费了近28.3亿美元，AMD的研发预算略高于19亿美元。</blockquote></p><p> AMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&amp;D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.</p><p><blockquote>AMD处于明显的劣势，而且这种劣势被放大了，因为它经常在不同的领域与INTC和NVDA竞争。应该指出的是，英特尔的部分研发资金流向了其代工业务。尽管如此，它是这里明显的赢家，AMD是明显的输家。</blockquote></p><p> I should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&amp;D budgets.</p><p><blockquote>我应该补充一点，NVDA正在蚕食AMD在独立GPU市场的份额，我相信这种趋势将继续下去，部分原因是研发预算的差异。</blockquote></p><p> <b>=Advantage INTC</b></p><p><blockquote><b>=优势INTC</b></blockquote></p><p> <b>Bottom Line: Which Is The Best Chip Stock?</b></p><p><blockquote><b>一句话：最好的芯片股是哪只？</b></blockquote></p><p> To arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.</p><p><blockquote>要得出答案，很大程度上取决于英伟达能否完成对ARM的收购。</blockquote></p><p> Because ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.</p><p><blockquote>由于ARM处理器比x86芯片更强大、更具成本效益，NVDA可以在数据中心领域获得市场份额。由于英特尔大约三分之一的收入来自数据中心，这可能对INTC来说是一个阻力，对NVDA来说是一个积极的因素。然而，这笔交易很有可能无法完成。</blockquote></p><p> The degree of success Intel finds as its&nbsp;planned&nbsp;foundries come online is another factor that should be weighed.</p><p><blockquote>英特尔计划的代工厂上线后取得的成功程度是另一个应该权衡的因素。</blockquote></p><p> A development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.</p><p><blockquote>一个需要权衡的发展是，就其产品质量而言，AMD现在已经在PC市场上与INTC持平。此外，AMD正在服务器市场获得市场份额，我预计这一趋势将持续下去。</blockquote></p><p> On the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.</p><p><blockquote>另一方面，AMD正在将独立GPU市场的份额输给NVDA。NVDA在该领域拥有技术领先地位，这种领先地位可能会持续下去。</blockquote></p><p> While AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.</p><p><blockquote>虽然AMD和NVDA被视为增长机器，但人们不应忽视英特尔的物联网业务在上个季度增长了47%。Mobileye也出现了大幅增长，收入增长了124%。尽管这些业务的总收入只有13亿美元，与英特尔185亿美元的总收入相比只是一小部分，但它们仍然代表着高增长领域。</blockquote></p><p> However, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.</p><p><blockquote>但是，请注意标题指的是“芯片库存”。因此，技术优势只是难题的一部分。任何投资决策都必须考虑当前估值和预期增长率。</blockquote></p><p> With that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.</p><p><blockquote>考虑到这一点，由于目前的估值和增长预期，我必须将英伟达评级为持有。请注意，我的评级基于该股票的当前估值。我承认该公司堪称典范的领导力，并相信该股票的长期前景非常好。</blockquote></p><p> I also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.</p><p><blockquote>我也将INTC评级为持有。我之前将该公司评级为买入。虽然我仍然相信该公司将很好地为长期投资者服务，但我现在相信它的复苏将在很长一段时间内展开，并且会有更好的机会。</blockquote></p><p> I rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.</p><p><blockquote>我将AMD评级为买入。这是基于本文概述的当前估值和增长率。我要补充的是，这些指标得到了我的看法的支持，即随着英特尔努力复苏，AMD可能会蚕食市场份额。</blockquote></p><p> For additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA&nbsp;contributor&nbsp;Keyanoush Razavidinani.</p><p><blockquote>为了更多地了解投资AMD和INTC的技术方面，我推荐SA撰稿人Keyanoush Razavidinani的一篇优秀文章。</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>AMD, Intel, And Nvidia: Which Is The Best Chip Stock?<blockquote>AMD、英特尔和英伟达：哪个是最好的芯片股？</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\">\nAMD, Intel, And Nvidia: Which Is The Best Chip Stock?<blockquote>AMD、英特尔和英伟达：哪个是最好的芯片股？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-08-15 10:48</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>AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.</li>  <li>AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.</li>  <li>Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&amp;D, marketing, and pricing.</li>  <li>Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8f0aee0f3d10db76a1ee18fe604b40\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>Andy/iStock via Getty Images</span></p><p><blockquote><ul><li>AMD最近的CPU和GPU产品与英特尔和英伟达的产品相比更具竞争力。</li><li>事实证明，AMD的EPYC服务器芯片可以与某些英特尔芯片相媲美，甚至优于某些英特尔芯片，并使AMD获得了服务器CPU市场份额。</li><li>即便如此，英特尔仍是处理器市场的领导者，在研发、营销和定价方面相对于AMD拥有长期优势。</li><li>英伟达在GPU技术上领先于AMD，并正在利用其GPU进入人工智能等邻近的终端市场。</li></ul><p class=\"t-img-caption\"><span>安迪/iStock来自盖蒂图片社</span></p></blockquote></p><p> Intel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.</p><p><blockquote>英特尔（INTC）曾经是微芯片行业的巨人罗德斯岛，是摩尔定律力量的纪念碑。然而，该公司在10纳米工艺上遇到了麻烦，最近宣布其7纳米工艺将推迟到2023年。</blockquote></p><p> This left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.</p><p><blockquote>这为Advanced Micro Devices Inc.(AMD)敞开了大门，该公司充分利用了这个机会。AMD已经占据了CPU市场的很大份额，并正在进军曾经几乎难以渗透的服务器市场。</blockquote></p><p> AMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.</p><p><blockquote>AMD目前已连续七个季度实现两位数的收入增长，而且该公司似乎正在获得动力：管理层目前预计全年收入增长60%，高于上一季度提供的50%的预测。</blockquote></p><p> However, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.</p><p><blockquote>然而，AMD也与英伟达公司（NVDA）竞争，后者公司的GPU技术正在窃取市场份额。NVDA还凭借其GPU成功进入了邻近市场，尤其是人工智能和汽车市场。</blockquote></p><p> <b>The Ins And Outs of Intel</b></p><p><blockquote><b>英特尔的来龙去脉</b></blockquote></p><p> An understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.</p><p><blockquote>对英特尔的了解也提供了对AMD的洞察。这是由于两家公司之间的重叠，特别是在x86芯片方面。英特尔在1978年开发了x86芯片。为了满足IBM要求英特尔不是芯片的唯一供应商，INTC向AMD提供了x86指令集架构许可。</blockquote></p><p> Consequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.</p><p><blockquote>因此，英特尔和AMD在PC和服务器市场处于双头垄断地位，因为几乎所有的计算机软件都是为x86架构编写的。结果是两者都拥有与x86生态系统相关的宽阔护城河。</blockquote></p><p> Gaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.</p><p><blockquote>特别是游戏控制台基于x86架构，因为这些平台通常提供具有多个计算核心的更强大的CPU和GPU。像PC一样，游戏机运行使用基于x86的软件的游戏。这再次扼杀了来自基于ARM的设备的潜在竞争。</blockquote></p><p> Until fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.</p><p><blockquote>直到最近，AMD在x86芯片供应商方面还远远落后于INTC。然而，AMD与台积电（NYSE：TSM）合作，使用该制造商的7纳米工艺，在工艺技术上超越了INTC。再加上AMD正在开发新的创新芯片设计，这种组合拳导致INTC失去了大量的市场份额。</blockquote></p><p> At the end of Q1, AMD held 19.30% of the x86 desktop&nbsp;market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5%&nbsp;market&nbsp;share in Q4 of 2019.</p><p><blockquote>截至第一季度末，AMD占据x86台式机市场19.30%的份额，同比增长70个基点。第二季度，AMD占据了服务器市场8%的份额，高于2019年第四季度5%的市场份额。</blockquote></p><p> Despite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU&nbsp;market.</p><p><blockquote>尽管遭遇了这些挫折，但将英特尔视为一个垂死的企业似乎还为时过早。INTC是世界上最大的半导体公司之一。该公司在服务器市场占据主导地位，并且仍然占据全球x86 CPU市场的60%。</blockquote></p><p> The company has an enormous R&amp;D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.</p><p><blockquote>该公司拥有庞大的研发预算，并正在通过收购Habana Labs、Altera、Movidius和Mobileye扩展到新市场，主要是人工智能、现场可编程门阵列芯片和汽车产品。</blockquote></p><p> Investors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.</p><p><blockquote>投资者不应该仅仅因为7优于10而被英特尔新的10纳米芯片不如7纳米的说法所左右。虽然曾经用来表示芯片设计的技术水平，但它已经被误用到了无用的地步。</blockquote></p><p> However, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.</p><p><blockquote>然而，有一些问题必须承认。英特尔在智能手机市场落后于竞争对手。随着消费者转向移动设备，随着智能手机取代个人电脑，这可能会导致持续的阻力。另一方面，应该承认，INTC的服务器处理器业务随着移动设备和云计算的激增而增长。</blockquote></p><p> Intel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.</p><p><blockquote>英特尔还面临着来自AMD在数据中心领域日益激烈的竞争，以及客户为CPU开发自己的基于ARM的芯片。</blockquote></p><p> <b>An Overview of AMD</b></p><p><blockquote><b>AMD概述</b></blockquote></p><p> In years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.</p><p><blockquote>过去几年，INTC占据了x86市场的最大份额。这部分归功于英特尔领先的制造以及AMD与不太出色的GlobalFoundries签订的晶圆供应协议。</blockquote></p><p></p><p> However, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.</p><p><blockquote>然而，由于三个因素，发生了翻天覆地的转变：在创新设计的推动下，AMD将有竞争力的产品推向市场，AMD转向台积电生产，英特尔面临一再的制造延迟。下面两张图表记录了公司取得的进展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/903df41d5400c9807ff487a75a7e5450\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：第二季度收益报告</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331cd14b666f520a62d0746d5fadfa5b\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：第二季度收益报告</span></p></blockquote></p><p> Like Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.</p><p><blockquote>与英特尔一样，AMD的主要产品是CPU和GPU。AMD的芯片专为PC、游戏机、服务器和区块链应用而设计。与INTC一样，由于为x86架构设计的PC和服务器软件占主导地位，AMD的产品在很大程度上免受竞争。</blockquote></p><p> AMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.</p><p><blockquote>AMD的强劲增长很大程度上是以牺牲英特尔为代价的，因为AMD稳步蚕食了英特尔的CPU市场份额。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7f8fbcab5da8a24d01d2b6408bd5686\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求阿尔法</span></p></blockquote></p><p> AMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.</p><p><blockquote>AMD对CPU和GPU半定制处理器应用的关注导致了它们在微软Xbox和Sony PlayStation游戏机中的使用。</blockquote></p><p> In regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.</p><p><blockquote>在PC集成GPU方面，AMD与NVIDIA大致相当，而INTC以大约68%的市场份额占据主导地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67a0fe74d986cf882623a8f39587d0d8\" tg-width=\"544\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Source:tom'sHARDWARE</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：汤姆五金</span></p></blockquote></p><p> However, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.</p><p><blockquote>然而，NVIDIA以80%以上的市场份额主导着独立GPU领域，AMD席卷了剩下的市场份额。NVIDIA的独立GPU可以说优于AMD的（稍后会详细介绍）；因此，投资者不应该在这里寻找增长。</blockquote></p><p> Although AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.</p><p><blockquote>尽管AMD的EPYC服务器CPU产品与竞争对手相比具有竞争力，但最初该公司依靠激进的定价来推广其第一代EPYC产品。然而，EPYC系列已经获得了更广泛的认可，随着米兰处理器的推出，该公司正在获得市场份额。由于服务器CPU比该公司的其他产品提供了更好的利润率，因此向该领域的扩张应该有助于增加收入。</blockquote></p><p> Late last year,AMD entered intoa deal&nbsp;to acquire&nbsp;Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.</p><p><blockquote>去年年底，AMD达成协议收购现场可编程门阵列(FPGA)芯片领域的领导者Xilinx(XLNX)。FPGA可用于多种应用。由于转向竞争对手的FPGA提供商需要对工程师进行软件和设计工具方面的再培训，因此客户不愿意转向竞争对手的供应商。因此，如果Xilinx交易成功，AMD将获得一条宽阔的护城河业务。交易完成后18个月内运营效率约3亿美元的管理指南。</blockquote></p><p> The Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.</p><p><blockquote>收购Xilinx应该会增强AMD的数据中心和人工智能业务。</blockquote></p><p> AMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.</p><p><blockquote>AMD同意以350亿美元的全股票交易收购赛灵思。</blockquote></p><p> <b>A Survey of NVIDIA</b></p><p><blockquote><b>英伟达调查</b></blockquote></p><p> NVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.</p><p><blockquote>NVDA对图形处理单元市场的关注使该公司在独立GPU领域占据了主导地位。该公司是计算平台（尤其是游戏机）独立GPU领域的领导者。英特尔从英伟达获得知识产权许可，将GPU集成到其PC芯片组中，这一事实证明了该公司保持的领先地位。</blockquote></p><p> The chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.</p><p><blockquote>下图记录了该公司在过去五年中能够控制的蓬勃发展的ASP，从2016年的Pascal架构开始，通过Turing发展到Ampere。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04fb1d71f9df02f6c63907fe784b2fd8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Source:AMD Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：AMD投资者介绍</span></p></blockquote></p><p> The firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.</p><p><blockquote>该公司的芯片也存在于许多高端PC中，NVDA在新兴的人工智能和自动驾驶汽车市场尤其具有优势。</blockquote></p><p> GPUs are being teamed with CPUs to&nbsp;enhance&nbsp;computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to&nbsp;autonomous&nbsp;vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud</p><p><blockquote>GPU正在与CPU合作，以增强计算工作负载。这一策略旨在增强人工智能系统执行计算密集型任务的能力。与自动驾驶汽车相关的人工智能是英伟达的发展优势。该公司崭露头角的另一个领域是云领域</blockquote></p><p> AI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.</p><p><blockquote>人工智能和数据中心是NVDA最有可能的增长途径。为了加强其在这两项业务中的地位，该公司去年以400亿美元从母公司软银手中收购了ARM Holdings(ARMHF)。</blockquote></p><p> ARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.</p><p><blockquote>ARM是全球最大的芯片设计许可方。它的芯片无处不在，手机、智能电视、平板电脑都能找到。使用ARM设计制造了1600亿个芯片。</blockquote></p><p></p><p> Perhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.</p><p><blockquote>也许同样重要的是，有1300万开发人员使用ARM设备。从背景来看，NVDA有200万开发人员在开发其设备系列。</blockquote></p><p> Unfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.</p><p><blockquote>对投资者来说不幸的是，据报道，中国和英国都不愿批准这笔交易。</blockquote></p><p> <b>Head-To-Head Comparisons</b></p><p><blockquote><b>头对头比较</b></blockquote></p><p> <b>Valuation Metrics</b></p><p><blockquote><b>估值指标</b></blockquote></p><p> The following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.</p><p><blockquote>下图提供了与每只股票估值相关的各种指标。所有标有前瞻性的数据都是分析师对下一财年的一致预期。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bdeabcd2ea473601fbaaaa03235de77\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ chart by author</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Seeking Alpha Premium/作者图表</span></p></blockquote></p><p> Next, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.</p><p><blockquote>接下来，我用图表来提供这三家公司的PEG比率。由于分析师的输入可能会导致PEG比率存在相当大的差异，因此当我发现比率存在较大差异时，我希望读者能够访问多个来源。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/884fc2142d97afcc9e2308e50058dd45\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Chart by author</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者图表</span></p></blockquote></p><p> Note that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.</p><p><blockquote>请注意，Seeking Alpha提供了三到五年的PEG，嘉信理财只是将其指标列为PEG比率，而雅虎！财务计算五年比率。这可以解释所提供数字中的一些差异。</blockquote></p><p> Perusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.</p><p><blockquote>仔细阅读第一张图表，很明显NVDA是最被高估的。还值得注意的是，当前市盈率和远期价格/现金流估计显示AMD的估值接近行业中位数。</blockquote></p><p> Count me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.</p><p><blockquote>我是一个非常重视股票PEG比率的投资者。查看第二张图表，AMD的PEG是三家公司中最好的。我还注意到，各来源的分析师计算出AMD的PEG比率均优于行业中位数。</blockquote></p><p> Do not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.</p><p><blockquote>不要误解我的发现。虽然INTC在很多方面的估值较低，但考虑到其他因素，我对AMD的整体评价较高。换句话说，这不是最便宜的估值，而是最好的估值，因为缺乏更好的方式来表达我的观点。</blockquote></p><p> <b>=Advantage AMD</b></p><p><blockquote><b>=优势AMD</b></blockquote></p><p> <b>Analysts’ Price Targets</b></p><p><blockquote><b>分析师的价格目标</b></blockquote></p><p> NVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.</p><p><blockquote>NVIDIA股价目前交易价格为202.95美元。33位分析师的平均12个月目标价为186.49美元。在最新财报发布后对该股进行评级的17名分析师的平均目标价为210.53美元，比该股当前价格高出约3.7%。</blockquote></p><p> AMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.</p><p><blockquote>AMD股价目前交易价格为107.58美元。28位分析师的平均12个月目标价为108.56美元。在最新财报发布后对该股进行评级的11位分析师的平均目标价为117.27美元，比当前股价高出约9%。</blockquote></p><p> Intel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.</p><p><blockquote>英特尔股价目前交易价格为54.05美元。34位分析师的平均12个月目标价为59.86美元。在最新财报发布后对该股进行评级的16位分析师的平均目标价为58.97美元，较当前股价溢价9%。</blockquote></p><p> Investors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.</p><p><blockquote>投资者应该知道，自NVDA公布季度收益而INTC和AMD最近公布季度收益以来，已经过去了近三个月。</blockquote></p><p> <b>=Tie AMD/INTC</b></p><p><blockquote><b>=Tie AMD/INTC</b></blockquote></p><p> <b>Growth Rates</b></p><p><blockquote><b>增长率</b></blockquote></p><p> The next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.</p><p><blockquote>下一张图表提供了增长率数据。除非另有说明，这些指标反映了分析师的平均两年预测。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8ae1b79b3731a985fc209e626ca4886\" tg-width=\"577\" tg-height=\"337\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ Chart by author</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Seeking Alpha Premium/作者图表</span></p></blockquote></p><p> While investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.</p><p><blockquote>虽然熟悉这三家公司的投资者预计INTC在增长方面的表现不如NVDA和AMD，但在某些情况下，英特尔预计将出现负增长率。</blockquote></p><p> Advanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.</p><p><blockquote>Advanced Micro Devices的预计增长在每个类别中都领先于NVIDIA，有时甚至大幅领先。</blockquote></p><p> <b>=Advantage AMD</b></p><p><blockquote><b>=优势AMD</b></blockquote></p><p> I considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.</p><p><blockquote>我考虑提供一张图表，概述每家公司的盈利能力；然而，只要说每一个都是高利润就足够了，三者并置会导致平局。</blockquote></p><p> I often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.</p><p><blockquote>我经常提供分解股息指标的比较，但AMD不支付股息，而NVDA的收益率也很低。INTC目前的收益率约为2.6%。股息资金充足。</blockquote></p><p> <b>Debt Metrics</b></p><p><blockquote><b>债务指标</b></blockquote></p><p> NVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.</p><p><blockquote>英伟达拥有126.7亿美元现金，上季度末为59.6亿美元。如果ARM收购获得批准，该交易的结构将使400亿美元收购价格中的210亿美元将是股票。</blockquote></p><p> AMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.</p><p><blockquote>AMD重组了债务，从而降低了利息成本。截至最近一个季度末，AMD拥有约38亿美元现金和3.13亿美元长期债务。</blockquote></p><p> Intel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.</p><p><blockquote>英特尔拥有可靠的投资级信用评级。截至上季度末，该公司持有近248.6亿美元现金，长期债务为317亿美元。</blockquote></p><p></p><p> All three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.</p><p><blockquote>这三家公司都拥有强劲的财务状况。考虑到NVDA和AMD可能因潜在收购而增加债务的可能性，我对这三家公司的评级相同。</blockquote></p><p> <b>R&amp;D Budgets</b></p><p><blockquote><b>研发预算</b></blockquote></p><p> This is the first time I have&nbsp;compared&nbsp;the R&amp;D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.</p><p><blockquote>这是我第一次比较企业的研发预算进行正面对决。然而，在半导体行业，这可能至关重要。</blockquote></p><p> Last fiscal year, Intel devoted over $13.5 billion to R&amp;D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.</p><p><blockquote>上一财年，英特尔在研发上投入了超过135亿美元，NVDA花费了近28.3亿美元，AMD的研发预算略高于19亿美元。</blockquote></p><p> AMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&amp;D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.</p><p><blockquote>AMD处于明显的劣势，而且这种劣势被放大了，因为它经常在不同的领域与INTC和NVDA竞争。应该指出的是，英特尔的部分研发资金流向了其代工业务。尽管如此，它是这里明显的赢家，AMD是明显的输家。</blockquote></p><p> I should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&amp;D budgets.</p><p><blockquote>我应该补充一点，NVDA正在蚕食AMD在独立GPU市场的份额，我相信这种趋势将继续下去，部分原因是研发预算的差异。</blockquote></p><p> <b>=Advantage INTC</b></p><p><blockquote><b>=优势INTC</b></blockquote></p><p> <b>Bottom Line: Which Is The Best Chip Stock?</b></p><p><blockquote><b>一句话：最好的芯片股是哪只？</b></blockquote></p><p> To arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.</p><p><blockquote>要得出答案，很大程度上取决于英伟达能否完成对ARM的收购。</blockquote></p><p> Because ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.</p><p><blockquote>由于ARM处理器比x86芯片更强大、更具成本效益，NVDA可以在数据中心领域获得市场份额。由于英特尔大约三分之一的收入来自数据中心，这可能对INTC来说是一个阻力，对NVDA来说是一个积极的因素。然而，这笔交易很有可能无法完成。</blockquote></p><p> The degree of success Intel finds as its&nbsp;planned&nbsp;foundries come online is another factor that should be weighed.</p><p><blockquote>英特尔计划的代工厂上线后取得的成功程度是另一个应该权衡的因素。</blockquote></p><p> A development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.</p><p><blockquote>一个需要权衡的发展是，就其产品质量而言，AMD现在已经在PC市场上与INTC持平。此外，AMD正在服务器市场获得市场份额，我预计这一趋势将持续下去。</blockquote></p><p> On the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.</p><p><blockquote>另一方面，AMD正在将独立GPU市场的份额输给NVDA。NVDA在该领域拥有技术领先地位，这种领先地位可能会持续下去。</blockquote></p><p> While AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.</p><p><blockquote>虽然AMD和NVDA被视为增长机器，但人们不应忽视英特尔的物联网业务在上个季度增长了47%。Mobileye也出现了大幅增长，收入增长了124%。尽管这些业务的总收入只有13亿美元，与英特尔185亿美元的总收入相比只是一小部分，但它们仍然代表着高增长领域。</blockquote></p><p> However, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.</p><p><blockquote>但是，请注意标题指的是“芯片库存”。因此，技术优势只是难题的一部分。任何投资决策都必须考虑当前估值和预期增长率。</blockquote></p><p> With that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.</p><p><blockquote>考虑到这一点，由于目前的估值和增长预期，我必须将英伟达评级为持有。请注意，我的评级基于该股票的当前估值。我承认该公司堪称典范的领导力，并相信该股票的长期前景非常好。</blockquote></p><p> I also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.</p><p><blockquote>我也将INTC评级为持有。我之前将该公司评级为买入。虽然我仍然相信该公司将很好地为长期投资者服务，但我现在相信它的复苏将在很长一段时间内展开，并且会有更好的机会。</blockquote></p><p> I rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.</p><p><blockquote>我将AMD评级为买入。这是基于本文概述的当前估值和增长率。我要补充的是，这些指标得到了我的看法的支持，即随着英特尔努力复苏，AMD可能会蚕食市场份额。</blockquote></p><p> For additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA&nbsp;contributor&nbsp;Keyanoush Razavidinani.</p><p><blockquote>为了更多地了解投资AMD和INTC的技术方面，我推荐SA撰稿人Keyanoush Razavidinani的一篇优秀文章。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dad74e350b9b09d45929989f896aaa9d","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138705612","content_text":"Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.\nEven so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.\nNvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.\n\nAndy/iStock via Getty Images\nIntel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.\nThis left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.\nAMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.\nHowever, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.\nThe Ins And Outs of Intel\nAn understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.\nConsequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.\nGaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.\nUntil fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.\nAt the end of Q1, AMD held 19.30% of the x86 desktop market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5% market share in Q4 of 2019.\nDespite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU market.\nThe company has an enormous R&D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.\nInvestors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.\nHowever, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.\nIntel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.\nAn Overview of AMD\nIn years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.\nHowever, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.\nSource:Q2 Earnings Presentation\nSource:Q2 Earnings Presentation\nLike Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.\nAMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.\nSource:Seeking Alpha\nAMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.\nIn regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.\nSource:tom'sHARDWARE\nHowever, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.\nAlthough AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.\nLate last year,AMD entered intoa deal to acquire Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.\nThe Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.\nAMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.\nA Survey of NVIDIA\nNVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.\nThe chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.\nSource:AMD Investor Presentation\nThe firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.\nGPUs are being teamed with CPUs to enhance computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to autonomous vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud\nAI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.\nARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.\nPerhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.\nUnfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.\nHead-To-Head Comparisons\nValuation Metrics\nThe following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.\nSource:Seeking Alpha Premium/ chart by author\nNext, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.\nChart by author\nNote that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.\nPerusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.\nCount me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.\nDo not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.\n=Advantage AMD\nAnalysts’ Price Targets\nNVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.\nAMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.\nIntel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.\nInvestors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.\n=Tie AMD/INTC\nGrowth Rates\nThe next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.\nSource:Seeking Alpha Premium/ Chart by author\nWhile investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.\nAdvanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.\n=Advantage AMD\nI considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.\nI often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.\nDebt Metrics\nNVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.\nAMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.\nIntel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.\nAll three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.\nR&D Budgets\nThis is the first time I have compared the R&D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.\nLast fiscal year, Intel devoted over $13.5 billion to R&D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.\nAMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.\nI should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&D budgets.\n=Advantage INTC\nBottom Line: Which Is The Best Chip Stock?\nTo arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.\nBecause ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.\nThe degree of success Intel finds as its planned foundries come online is another factor that should be weighed.\nA development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.\nOn the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.\nWhile AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.\nHowever, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.\nWith that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.\nI also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.\nI rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.\nFor additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA contributor Keyanoush Razavidinani.","news_type":1,"symbols_score_info":{"NVDA":0.9,"INTC":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157396339,"gmtCreate":1625563746821,"gmtModify":1633939609966,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Nice to pick up more.&nbsp;Like and comments&nbsp;","listText":"Nice to pick up more.&nbsp;Like and comments&nbsp;","text":"Nice to pick up more. Like and comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/157396339","repostId":"1135486377","repostType":4,"repost":{"id":"1135486377","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":1625236243,"share":"https://www.laohu8.com/m/news/1135486377?lang=zh_CN&edition=full","pubTime":"2021-07-02 22:30","market":"us","language":"en","title":"Chinese EV stocks slipped in Friday morning trading<blockquote>中国电动汽车股周五早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135486377","media":"Tiger Newspress","summary":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between","content":"<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto&nbsp;shares&nbsp;fell between 3% and 7%.</p><p><blockquote>中国电动汽车股周五早盘下跌。蔚来汽车、小鹏汽车和理想汽车股价下跌3%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></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>Chinese EV stocks slipped in Friday morning trading<blockquote>中国电动汽车股周五早盘下跌</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\">\nChinese EV stocks slipped in Friday morning trading<blockquote>中国电动汽车股周五早盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-02 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto&nbsp;shares&nbsp;fell between 3% and 7%.</p><p><blockquote>中国电动汽车股周五早盘下跌。蔚来汽车、小鹏汽车和理想汽车股价下跌3%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135486377","content_text":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between 3% and 7%.","news_type":1,"symbols_score_info":{"NIO":0.9,"LI":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153342878,"gmtCreate":1625011586494,"gmtModify":1633945946904,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Nice. Like and comments&nbsp;","listText":"Nice. Like and comments&nbsp;","text":"Nice. Like and comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/153342878","repostId":"2147343850","repostType":2,"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197200020,"gmtCreate":1621467184760,"gmtModify":1634189005449,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/197200020","repostId":"2136594667","repostType":4,"repost":{"id":"2136594667","kind":"highlight","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":1621458300,"share":"https://www.laohu8.com/m/news/2136594667?lang=zh_CN&edition=full","pubTime":"2021-05-20 05:05","market":"us","language":"en","title":"Cisco stock drops as higher costs amid chip shortage ding earnings outlook<blockquote>芯片短缺导致成本上升影响盈利前景，思科股价下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2136594667","media":"Tiger Newspress","summary":"CEO Robbins says company has revised agreements with suppliers amid chip shortage\nCisco Systems Inc.","content":"<p>CEO Robbins says company has revised agreements with suppliers amid chip shortage</p><p><blockquote>首席执行官罗宾斯表示，由于芯片短缺，公司已修改与供应商的协议</blockquote></p><p> Cisco Systems Inc. shares dropped in the extended session Wednesday as the company's earnings outlook fell short of Wall Street expectations because of higher costs from suppliers amid a global semiconductor shortage.</p><p><blockquote>思科系统公司(Cisco Systems Inc.)股价周三在延长交易时段下跌，原因是全球半导体短缺导致供应商成本上升，导致该公司盈利前景低于华尔街预期。</blockquote></p><p> Cisco <a href=\"https://laohu8.com/S/CSCO\">$(CSCO)$</a> shares plunged 5.58% after hours, following a 0.9% decline in the regular session to close at $52.47.</p><p><blockquote>思科<a href=\"https://laohu8.com/S/CSCO\">$(CSCO)$</a>盘后股价暴跌5.58%，常规交易时段下跌0.9%，收于52.47美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/13a98228820f8f2570e812a7d9e1462f\" tg-width=\"1292\" tg-height=\"638\"></p><p><blockquote></blockquote></p><p> The maker of network services, videoconferencing tools and security software forecast fiscal fourth-quarter earnings of 81 cents to 83 cents a share on a 6% to 8% year-over-year increase in revenue, or a range between $12.88 billion and $13.13 billion. Analysts surveyed by FactSet estimate 85 cents a share on revenue of $12.85 billion.</p><p><blockquote>这家网络服务、视频会议工具和安全软件制造商预计第四财季每股收益为81美分至83美分，收入同比增长6%至8%，即128.8亿美元至131.3亿美元。FactSet调查的分析师预计每股收益85美分，营收为128.5亿美元。</blockquote></p><p> On the call with analysts, Chuck Robbins, Cisco's chief executive and chairman, said the company was experiencing some of the strongest demand in nearly a decade but acknowledged the chip shortage played a factor.</p><p><blockquote>在与分析师的看涨期权上，思科首席执行官兼董事长Chuck Robbins表示，该公司正在经历近十年来最强劲的需求，但他承认芯片短缺是一个因素。</blockquote></p><p> \"We're also seeing similar component shortage supply issues as our peers,\" Robbins said. \"The good news, and this is reflected in our guidance, is that we are confident we will work through this as we have already put in place revised arrangements with several of our key suppliers.\"</p><p><blockquote>“我们也看到了与同行类似的零部件短缺供应问题，”罗宾斯说。“好消息是，这反映在我们的指导中，我们有信心解决这个问题，因为我们已经与几家主要供应商制定了修订后的安排。”</blockquote></p><p> \"On the supply-chain front, we continue to manage through the constraints seen industry-wide and continue to incur additional costs,\" said Scott Herren, Cisco's chief financial officer, on the call. Herren said those added costs are expected to push Cisco's adjusted gross margin to the 64% to 65% range, and that he expects supply shortages to continue until the end of 2021.</p><p><blockquote>思科首席财务官Scott Herren在看涨期权上表示：“在供应链方面，我们继续应对整个行业的限制，并继续产生额外成本。”Herren表示，这些增加的成本预计将把思科调整后的毛利率推至64%至65%的范围，他预计供应短缺将持续到2021年底。</blockquote></p><p> Meanwhile, the company exceeded Wall Street expectations for the fiscal third quarter. The company reported net income of $2.86 billion, or 68 cents a share, compared with $2.77 billion, or 65 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were 83 cents a share, compared with 79 cents a share in the year-ago period.</p><p><blockquote>与此同时，该公司第三财季的业绩超出了华尔街的预期。该公司报告净利润为28.6亿美元，即每股68美分，而去年同期为27.7亿美元，即每股65美分。不包括股票薪酬费用和其他项目的调整后收益为每股83美分，而去年同期为每股79美分。</blockquote></p><p> Revenue rose to $12.8 billion from $11.98 billion in the year-ago quarter. Analysts surveyed by FactSet had forecast 82 cents a share on revenue of $12.57 billion.</p><p><blockquote>收入从去年同期的119.8亿美元增至128亿美元。FactSet调查的分析师此前预测每股82美分，营收为125.7亿美元。</blockquote></p><p> For the third quarter, infrastructure sales rose 6% to $6.83 billion and applications sales rose 5% to $1.43 billion, while security sales gained 13% to $876 million from the year-ago period. Analysts had forecast infrastructure sales of $6.76 billion, applications sales of $1.44 billion and security sales of $859.9 million. Product sales gained 6% for $9.14 billion, compared with the Street's estimate of $9.06 billion, and services revenue rose 8% to $3.66 billion, while analysts expected $3.49 billion.</p><p><blockquote>第三季度，基础设施销售额同比增长6%，达到68.3亿美元，应用销售额同比增长5%，达到14.3亿美元，而安全销售额同比增长13%，达到8.76亿美元。分析师此前预测基础设施销售额为67.6亿美元，应用销售额为14.4亿美元，安全销售额为8.599亿美元。产品销售额增长6%，达到91.4亿美元，而华尔街预期为90.6亿美元；服务收入增长8%，达到36.6亿美元，而分析师预期为34.9亿美元。</blockquote></p><p> Over the past 12 months, Cisco shares are up 17% as of Wednesday's close, compared with a 40% advance by the Dow Jones Industrial Average , of which Cisco is a component, a 40% rise by the S&amp;P 500 index and a 44% gain by the tech-heavy Nasdaq Composite Index .</p><p><blockquote>截至周三收盘，过去12个月中，思科股价上涨了17%，而思科所属的道琼斯工业平均指数上涨了40%，标普500指数上涨了40%，以科技股为主的纳斯达克综合指数上涨了44%。</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>Cisco stock drops as higher costs amid chip shortage ding earnings outlook<blockquote>芯片短缺导致成本上升影响盈利前景，思科股价下跌</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\">\nCisco stock drops as higher costs amid chip shortage ding earnings outlook<blockquote>芯片短缺导致成本上升影响盈利前景，思科股价下跌</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\">2021-05-20 05:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>CEO Robbins says company has revised agreements with suppliers amid chip shortage</p><p><blockquote>首席执行官罗宾斯表示，由于芯片短缺，公司已修改与供应商的协议</blockquote></p><p> Cisco Systems Inc. shares dropped in the extended session Wednesday as the company's earnings outlook fell short of Wall Street expectations because of higher costs from suppliers amid a global semiconductor shortage.</p><p><blockquote>思科系统公司(Cisco Systems Inc.)股价周三在延长交易时段下跌，原因是全球半导体短缺导致供应商成本上升，导致该公司盈利前景低于华尔街预期。</blockquote></p><p> Cisco <a href=\"https://laohu8.com/S/CSCO\">$(CSCO)$</a> shares plunged 5.58% after hours, following a 0.9% decline in the regular session to close at $52.47.</p><p><blockquote>思科<a href=\"https://laohu8.com/S/CSCO\">$(CSCO)$</a>盘后股价暴跌5.58%，常规交易时段下跌0.9%，收于52.47美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/13a98228820f8f2570e812a7d9e1462f\" tg-width=\"1292\" tg-height=\"638\"></p><p><blockquote></blockquote></p><p> The maker of network services, videoconferencing tools and security software forecast fiscal fourth-quarter earnings of 81 cents to 83 cents a share on a 6% to 8% year-over-year increase in revenue, or a range between $12.88 billion and $13.13 billion. Analysts surveyed by FactSet estimate 85 cents a share on revenue of $12.85 billion.</p><p><blockquote>这家网络服务、视频会议工具和安全软件制造商预计第四财季每股收益为81美分至83美分，收入同比增长6%至8%，即128.8亿美元至131.3亿美元。FactSet调查的分析师预计每股收益85美分，营收为128.5亿美元。</blockquote></p><p> On the call with analysts, Chuck Robbins, Cisco's chief executive and chairman, said the company was experiencing some of the strongest demand in nearly a decade but acknowledged the chip shortage played a factor.</p><p><blockquote>在与分析师的看涨期权上，思科首席执行官兼董事长Chuck Robbins表示，该公司正在经历近十年来最强劲的需求，但他承认芯片短缺是一个因素。</blockquote></p><p> \"We're also seeing similar component shortage supply issues as our peers,\" Robbins said. \"The good news, and this is reflected in our guidance, is that we are confident we will work through this as we have already put in place revised arrangements with several of our key suppliers.\"</p><p><blockquote>“我们也看到了与同行类似的零部件短缺供应问题，”罗宾斯说。“好消息是，这反映在我们的指导中，我们有信心解决这个问题，因为我们已经与几家主要供应商制定了修订后的安排。”</blockquote></p><p> \"On the supply-chain front, we continue to manage through the constraints seen industry-wide and continue to incur additional costs,\" said Scott Herren, Cisco's chief financial officer, on the call. Herren said those added costs are expected to push Cisco's adjusted gross margin to the 64% to 65% range, and that he expects supply shortages to continue until the end of 2021.</p><p><blockquote>思科首席财务官Scott Herren在看涨期权上表示：“在供应链方面，我们继续应对整个行业的限制，并继续产生额外成本。”Herren表示，这些增加的成本预计将把思科调整后的毛利率推至64%至65%的范围，他预计供应短缺将持续到2021年底。</blockquote></p><p> Meanwhile, the company exceeded Wall Street expectations for the fiscal third quarter. The company reported net income of $2.86 billion, or 68 cents a share, compared with $2.77 billion, or 65 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were 83 cents a share, compared with 79 cents a share in the year-ago period.</p><p><blockquote>与此同时，该公司第三财季的业绩超出了华尔街的预期。该公司报告净利润为28.6亿美元，即每股68美分，而去年同期为27.7亿美元，即每股65美分。不包括股票薪酬费用和其他项目的调整后收益为每股83美分，而去年同期为每股79美分。</blockquote></p><p> Revenue rose to $12.8 billion from $11.98 billion in the year-ago quarter. Analysts surveyed by FactSet had forecast 82 cents a share on revenue of $12.57 billion.</p><p><blockquote>收入从去年同期的119.8亿美元增至128亿美元。FactSet调查的分析师此前预测每股82美分，营收为125.7亿美元。</blockquote></p><p> For the third quarter, infrastructure sales rose 6% to $6.83 billion and applications sales rose 5% to $1.43 billion, while security sales gained 13% to $876 million from the year-ago period. Analysts had forecast infrastructure sales of $6.76 billion, applications sales of $1.44 billion and security sales of $859.9 million. Product sales gained 6% for $9.14 billion, compared with the Street's estimate of $9.06 billion, and services revenue rose 8% to $3.66 billion, while analysts expected $3.49 billion.</p><p><blockquote>第三季度，基础设施销售额同比增长6%，达到68.3亿美元，应用销售额同比增长5%，达到14.3亿美元，而安全销售额同比增长13%，达到8.76亿美元。分析师此前预测基础设施销售额为67.6亿美元，应用销售额为14.4亿美元，安全销售额为8.599亿美元。产品销售额增长6%，达到91.4亿美元，而华尔街预期为90.6亿美元；服务收入增长8%，达到36.6亿美元，而分析师预期为34.9亿美元。</blockquote></p><p> Over the past 12 months, Cisco shares are up 17% as of Wednesday's close, compared with a 40% advance by the Dow Jones Industrial Average , of which Cisco is a component, a 40% rise by the S&amp;P 500 index and a 44% gain by the tech-heavy Nasdaq Composite Index .</p><p><blockquote>截至周三收盘，过去12个月中，思科股价上涨了17%，而思科所属的道琼斯工业平均指数上涨了40%，标普500指数上涨了40%，以科技股为主的纳斯达克综合指数上涨了44%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CSCO":"思科"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136594667","content_text":"CEO Robbins says company has revised agreements with suppliers amid chip shortage\nCisco Systems Inc. shares dropped in the extended session Wednesday as the company's earnings outlook fell short of Wall Street expectations because of higher costs from suppliers amid a global semiconductor shortage.\nCisco $(CSCO)$ shares plunged 5.58% after hours, following a 0.9% decline in the regular session to close at $52.47.\n\nThe maker of network services, videoconferencing tools and security software forecast fiscal fourth-quarter earnings of 81 cents to 83 cents a share on a 6% to 8% year-over-year increase in revenue, or a range between $12.88 billion and $13.13 billion. Analysts surveyed by FactSet estimate 85 cents a share on revenue of $12.85 billion.\nOn the call with analysts, Chuck Robbins, Cisco's chief executive and chairman, said the company was experiencing some of the strongest demand in nearly a decade but acknowledged the chip shortage played a factor.\n\"We're also seeing similar component shortage supply issues as our peers,\" Robbins said. \"The good news, and this is reflected in our guidance, is that we are confident we will work through this as we have already put in place revised arrangements with several of our key suppliers.\"\n\"On the supply-chain front, we continue to manage through the constraints seen industry-wide and continue to incur additional costs,\" said Scott Herren, Cisco's chief financial officer, on the call. Herren said those added costs are expected to push Cisco's adjusted gross margin to the 64% to 65% range, and that he expects supply shortages to continue until the end of 2021.\nMeanwhile, the company exceeded Wall Street expectations for the fiscal third quarter. The company reported net income of $2.86 billion, or 68 cents a share, compared with $2.77 billion, or 65 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were 83 cents a share, compared with 79 cents a share in the year-ago period.\nRevenue rose to $12.8 billion from $11.98 billion in the year-ago quarter. Analysts surveyed by FactSet had forecast 82 cents a share on revenue of $12.57 billion.\nFor the third quarter, infrastructure sales rose 6% to $6.83 billion and applications sales rose 5% to $1.43 billion, while security sales gained 13% to $876 million from the year-ago period. Analysts had forecast infrastructure sales of $6.76 billion, applications sales of $1.44 billion and security sales of $859.9 million. Product sales gained 6% for $9.14 billion, compared with the Street's estimate of $9.06 billion, and services revenue rose 8% to $3.66 billion, while analysts expected $3.49 billion.\nOver the past 12 months, Cisco shares are up 17% as of Wednesday's close, compared with a 40% advance by the Dow Jones Industrial Average , of which Cisco is a component, a 40% rise by the S&P 500 index and a 44% gain by the tech-heavy Nasdaq Composite Index .","news_type":1,"symbols_score_info":{"CSCO":0.9}},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103370702,"gmtCreate":1619751464106,"gmtModify":1634210171454,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Expected this quater to beat the street. Next is gonna hurt bad","listText":"Expected this quater to beat the street. Next is gonna hurt bad","text":"Expected this quater to beat the street. Next is gonna hurt bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/103370702","repostId":"1188611661","repostType":4,"repost":{"id":"1188611661","kind":"news","pubTimestamp":1619734487,"share":"https://www.laohu8.com/m/news/1188611661?lang=zh_CN&edition=full","pubTime":"2021-04-30 06:14","market":"us","language":"en","title":"Amazon sales surge 44% as it smashes earnings expectations<blockquote>亚马逊销售额飙升44%，超出盈利预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188611661","media":"CNBC","summary":"Amazon released first-quarter results on Thursday that trounced analysts’ expectations.\nThe company ","content":"<p><ul>  <li>Amazon released first-quarter results on Thursday that trounced analysts’ expectations.</li>  <li>The company confirmed that this year’s Prime Day will take place in June, which will likely help year over year comparisons for revenue in the second quarter.</li> </ul> Amazonshares climbed more than 3.5% in extended trading Thursday after the company&nbsp;released&nbsp;its first-quarter earnings, beating Wall Street’s expectations for earnings and revenue.</p><p><blockquote><ul><li>亚马逊周四发布的第一季度业绩超出了分析师的预期。</li><li>该公司确认，今年的Prime Day将于6月举行，这可能有助于第二季度收入的同比比较。</li></ul>亚马逊股价周四在盘后交易中上涨超过3.5%，此前该公司发布了第一季度财报，超出了华尔街对盈利和收入的预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/798d7f0536203d2ae33b543f4dabf204\" tg-width=\"1281\" tg-height=\"591\"></p><p><blockquote></blockquote></p><p> Here’s how the e-commerce giant fared, relative to analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是这家电子商务巨头相对于Refinitiv编制的分析师估计的表现：</blockquote></p><p> <ul>  <li><b>Earnings:</b>$15.79 per share vs. $9.54 per share expected</li>  <li><b>Revenue:</b>$108.52 billion vs. $104.47 billion expected</li> </ul> Few companies have benefited from the pandemic-fueled surge of online shoppingas much as Amazon. Its first-quarter results showed the company’s business continues to be buoyed by the pandemic, with sales soaring 44% year-over-year to $108.5 billion.</p><p><blockquote><ul><li><b>收益：</b>每股15.79美元，预期每股9.54美元</li><li><b>收入：</b>1,085.2亿美元，预期为1,044.7亿美元</li></ul>很少有公司像亚马逊那样从大流行推动的在线购物激增中受益。其第一季度业绩显示，该公司的业务继续受到疫情的提振，销售额同比飙升44%至1085亿美元。</blockquote></p><p> Amazon’s guidance for the second quarter implies that it expects the momentum to continue, which should help allay investor fears that business could slow in a post-pandemic environment. The company expects to post revenue between $110 billion and $116 billion, surpassing Wall Street’s projection $108.6 billion.</p><p><blockquote>亚马逊对第二季度的指引暗示，预计这一势头将持续下去，这应该有助于减轻投资者对大流行后环境下业务可能放缓的担忧。该公司预计营收将在1100亿美元至1160亿美元之间，超过华尔街预测的1086亿美元。</blockquote></p><p> Crucially, Amazon confirmed in its guidance that this year’s Prime Day will take place in June, which will likely help year-over-year comparisons for revenue in the second quarter. Typically, Amazon’s annual, two-day discount bonanza takes place in July, but the company postponed the event to October last year amid pandemic-related uncertainty.</p><p><blockquote>至关重要的是，亚马逊在其指引中确认，今年的Prime Day将于6月举行，这可能有助于第二季度收入的同比比较。通常情况下，亚马逊一年一度为期两天的折扣活动在7月举行，但由于与大流行相关的不确定性，该公司去年将活动推迟到了10月。</blockquote></p><p> When asked about the Prime Day timing, CFO Brian Olsavsky said on a call with investors: “In many areas, July is vacation month, so it might be better for customers, sellers and vendors to experiment with a different time period. We believe that it might be better timing later in [the second quarter], so that’s what we’re testing this year.”</p><p><blockquote>当被问及Prime Day的时间安排时，首席财务官Brian Olsavsky在与投资者的看涨期权上表示：“在许多地区，7月是假期月，因此客户、卖家和供应商尝试不同的时间段可能会更好。我们相信，[第二季度]晚些时候可能是更好的时机，所以这就是我们今年测试的。”</blockquote></p><p> Outside of its core retail segment, Amazon’s cloud-computing and advertising businesses continue to boom. Amazon Web Servicessawnet sales of $13.5 billion during the quarter, up 32% year over year. Amazon doesn’t disclose advertising sales, but it’s included in the company’s “Other” category, which saw its revenues grow 77% year over year to $6.9 billion.</p><p><blockquote>除了核心零售部门之外，亚马逊的云计算和广告业务继续蓬勃发展。亚马逊网络服务本季度净销售额为135亿美元，同比增长32%。亚马逊没有披露广告销售额，但它包含在该公司的“其他”类别中，该类别的收入同比增长77%，达到69亿美元。</blockquote></p><p> Amazon CEO Jeff Bezos also gave a rare glimpse into how the company’s streaming business has fared during the pandemic, as stuck-at-home consumers relied on online entertainment to keep busy. “As Prime Video turns 10, over 175 million Prime members have streamed shows and movies in the past year, and streaming hours are up more than 70% year over year,” he said.</p><p><blockquote>亚马逊首席执行官杰夫·贝索斯还罕见地介绍了亚马逊流媒体业务在疫情期间的表现，因为被困在家里的消费者依靠在线娱乐来保持忙碌。“随着Prime Video迎来10周年，过去一年有超过1.75亿Prime会员观看了节目和电影，流媒体播放时间同比增长了70%以上，”他说。</blockquote></p><p> Amazon’s streaming service, Prime Video, is a key offering of the company’s Prime subscription service, which costs $119 a year and includes a range of other benefits like free, two-day shipping. Bezos disclosed earlier this month that the company now has 200 million Prime subscribers, 50 million more than it had at the start of 2020.</p><p><blockquote>亚马逊的流媒体服务Prime Video是该公司Prime订阅服务的一项关键产品，该服务每年收费119美元，并包括一系列其他福利，例如免费两天送货。贝佐斯本月早些时候透露，该公司目前拥有2亿Prime用户，比2020年初增加了5000万。</blockquote></p><p> Physical stores revenue, which includes Whole Foods Market and other brick-and-mortar offerings like Amazon Books, continued to fall. Sales slumped 16% to $3.9 billion. The category excludes online delivery, Olsavsky said.</p><p><blockquote>实体店收入，包括全食超市和亚马逊图书等其他实体产品，继续下降。销售额下降16%至39亿美元。奥尔萨夫斯基说，该类别不包括在线交付。</blockquote></p><p> During the quarter, Amazon’s sales grew faster internationally than they did in North America. International revenue surged 60% year over year, more than any other segment, while North America revenue climbed 40%.</p><p><blockquote>本季度，亚马逊的国际销售额增长速度快于北美。国际收入同比飙升60%，超过任何其他细分市场，而北美收入则增长40%。</blockquote></p><p> As expected, Amazon will incur fewer costs this year related to coronavirus safety measures. Operating income is forecast to be between $4.5 billion and $8 billion in the second quarter, assuming $1.5 billion of costs related to Covid-19. That’s in line with what Amazon executives predicted last quarter.</p><p><blockquote>正如预期的那样，亚马逊今年与冠状病毒安全措施相关的成本将会减少。假设与Covid-19相关的成本为15亿美元，预计第二季度营业收入将在45亿美元至80亿美元之间。这与亚马逊高管上季度的预测一致。</blockquote></p><p> AmazonsaidWednesday it would spend more than $1 billion on raising wages for over half a million of its U.S. operations workers. On a call with reporters, Olsavsky said it decided to move up the pay increase from the fall to this spring as volumes remain just as strong as they were at the beginning of the pandemic.</p><p><blockquote>亚马逊周三表示，将斥资超过10亿美元为超过50万美国运营员工提高工资。奥尔萨夫斯基在与记者的看涨期权上表示，由于销量仍然与大流行开始时一样强劲，公司决定将加薪从秋季提前到今年春季。</blockquote></p><p> Olsavsky declined to comment on Amazon’s CEO transition plans, which will come into play once Bezossteps down in the third quarter. Bezos will turn the helm over to AWS CEO Andy Jassy and assume the role of executive chairman of Amazon’s board.</p><p><blockquote>奥尔萨夫斯基拒绝就亚马逊首席执行官过渡计划发表评论，该计划将在贝佐斯第三季度卸任后发挥作用。贝佐斯将把掌舵权移交给AWS首席执行官安迪·贾西，并担任亚马逊董事会执行主席。</blockquote></p><p></p>","source":"lsy1609915699154","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon sales surge 44% as it smashes earnings expectations<blockquote>亚马逊销售额飙升44%，超出盈利预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon sales surge 44% as it smashes earnings expectations<blockquote>亚马逊销售额飙升44%，超出盈利预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNBC</strong><span class=\"h-time small\">2021-04-30 06:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Amazon released first-quarter results on Thursday that trounced analysts’ expectations.</li>  <li>The company confirmed that this year’s Prime Day will take place in June, which will likely help year over year comparisons for revenue in the second quarter.</li> </ul> Amazonshares climbed more than 3.5% in extended trading Thursday after the company&nbsp;released&nbsp;its first-quarter earnings, beating Wall Street’s expectations for earnings and revenue.</p><p><blockquote><ul><li>亚马逊周四发布的第一季度业绩超出了分析师的预期。</li><li>该公司确认，今年的Prime Day将于6月举行，这可能有助于第二季度收入的同比比较。</li></ul>亚马逊股价周四在盘后交易中上涨超过3.5%，此前该公司发布了第一季度财报，超出了华尔街对盈利和收入的预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/798d7f0536203d2ae33b543f4dabf204\" tg-width=\"1281\" tg-height=\"591\"></p><p><blockquote></blockquote></p><p> Here’s how the e-commerce giant fared, relative to analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是这家电子商务巨头相对于Refinitiv编制的分析师估计的表现：</blockquote></p><p> <ul>  <li><b>Earnings:</b>$15.79 per share vs. $9.54 per share expected</li>  <li><b>Revenue:</b>$108.52 billion vs. $104.47 billion expected</li> </ul> Few companies have benefited from the pandemic-fueled surge of online shoppingas much as Amazon. Its first-quarter results showed the company’s business continues to be buoyed by the pandemic, with sales soaring 44% year-over-year to $108.5 billion.</p><p><blockquote><ul><li><b>收益：</b>每股15.79美元，预期每股9.54美元</li><li><b>收入：</b>1,085.2亿美元，预期为1,044.7亿美元</li></ul>很少有公司像亚马逊那样从大流行推动的在线购物激增中受益。其第一季度业绩显示，该公司的业务继续受到疫情的提振，销售额同比飙升44%至1085亿美元。</blockquote></p><p> Amazon’s guidance for the second quarter implies that it expects the momentum to continue, which should help allay investor fears that business could slow in a post-pandemic environment. The company expects to post revenue between $110 billion and $116 billion, surpassing Wall Street’s projection $108.6 billion.</p><p><blockquote>亚马逊对第二季度的指引暗示，预计这一势头将持续下去，这应该有助于减轻投资者对大流行后环境下业务可能放缓的担忧。该公司预计营收将在1100亿美元至1160亿美元之间，超过华尔街预测的1086亿美元。</blockquote></p><p> Crucially, Amazon confirmed in its guidance that this year’s Prime Day will take place in June, which will likely help year-over-year comparisons for revenue in the second quarter. Typically, Amazon’s annual, two-day discount bonanza takes place in July, but the company postponed the event to October last year amid pandemic-related uncertainty.</p><p><blockquote>至关重要的是，亚马逊在其指引中确认，今年的Prime Day将于6月举行，这可能有助于第二季度收入的同比比较。通常情况下，亚马逊一年一度为期两天的折扣活动在7月举行，但由于与大流行相关的不确定性，该公司去年将活动推迟到了10月。</blockquote></p><p> When asked about the Prime Day timing, CFO Brian Olsavsky said on a call with investors: “In many areas, July is vacation month, so it might be better for customers, sellers and vendors to experiment with a different time period. We believe that it might be better timing later in [the second quarter], so that’s what we’re testing this year.”</p><p><blockquote>当被问及Prime Day的时间安排时，首席财务官Brian Olsavsky在与投资者的看涨期权上表示：“在许多地区，7月是假期月，因此客户、卖家和供应商尝试不同的时间段可能会更好。我们相信，[第二季度]晚些时候可能是更好的时机，所以这就是我们今年测试的。”</blockquote></p><p> Outside of its core retail segment, Amazon’s cloud-computing and advertising businesses continue to boom. Amazon Web Servicessawnet sales of $13.5 billion during the quarter, up 32% year over year. Amazon doesn’t disclose advertising sales, but it’s included in the company’s “Other” category, which saw its revenues grow 77% year over year to $6.9 billion.</p><p><blockquote>除了核心零售部门之外，亚马逊的云计算和广告业务继续蓬勃发展。亚马逊网络服务本季度净销售额为135亿美元，同比增长32%。亚马逊没有披露广告销售额，但它包含在该公司的“其他”类别中，该类别的收入同比增长77%，达到69亿美元。</blockquote></p><p> Amazon CEO Jeff Bezos also gave a rare glimpse into how the company’s streaming business has fared during the pandemic, as stuck-at-home consumers relied on online entertainment to keep busy. “As Prime Video turns 10, over 175 million Prime members have streamed shows and movies in the past year, and streaming hours are up more than 70% year over year,” he said.</p><p><blockquote>亚马逊首席执行官杰夫·贝索斯还罕见地介绍了亚马逊流媒体业务在疫情期间的表现，因为被困在家里的消费者依靠在线娱乐来保持忙碌。“随着Prime Video迎来10周年，过去一年有超过1.75亿Prime会员观看了节目和电影，流媒体播放时间同比增长了70%以上，”他说。</blockquote></p><p> Amazon’s streaming service, Prime Video, is a key offering of the company’s Prime subscription service, which costs $119 a year and includes a range of other benefits like free, two-day shipping. Bezos disclosed earlier this month that the company now has 200 million Prime subscribers, 50 million more than it had at the start of 2020.</p><p><blockquote>亚马逊的流媒体服务Prime Video是该公司Prime订阅服务的一项关键产品，该服务每年收费119美元，并包括一系列其他福利，例如免费两天送货。贝佐斯本月早些时候透露，该公司目前拥有2亿Prime用户，比2020年初增加了5000万。</blockquote></p><p> Physical stores revenue, which includes Whole Foods Market and other brick-and-mortar offerings like Amazon Books, continued to fall. Sales slumped 16% to $3.9 billion. The category excludes online delivery, Olsavsky said.</p><p><blockquote>实体店收入，包括全食超市和亚马逊图书等其他实体产品，继续下降。销售额下降16%至39亿美元。奥尔萨夫斯基说，该类别不包括在线交付。</blockquote></p><p> During the quarter, Amazon’s sales grew faster internationally than they did in North America. International revenue surged 60% year over year, more than any other segment, while North America revenue climbed 40%.</p><p><blockquote>本季度，亚马逊的国际销售额增长速度快于北美。国际收入同比飙升60%，超过任何其他细分市场，而北美收入则增长40%。</blockquote></p><p> As expected, Amazon will incur fewer costs this year related to coronavirus safety measures. Operating income is forecast to be between $4.5 billion and $8 billion in the second quarter, assuming $1.5 billion of costs related to Covid-19. That’s in line with what Amazon executives predicted last quarter.</p><p><blockquote>正如预期的那样，亚马逊今年与冠状病毒安全措施相关的成本将会减少。假设与Covid-19相关的成本为15亿美元，预计第二季度营业收入将在45亿美元至80亿美元之间。这与亚马逊高管上季度的预测一致。</blockquote></p><p> AmazonsaidWednesday it would spend more than $1 billion on raising wages for over half a million of its U.S. operations workers. On a call with reporters, Olsavsky said it decided to move up the pay increase from the fall to this spring as volumes remain just as strong as they were at the beginning of the pandemic.</p><p><blockquote>亚马逊周三表示，将斥资超过10亿美元为超过50万美国运营员工提高工资。奥尔萨夫斯基在与记者的看涨期权上表示，由于销量仍然与大流行开始时一样强劲，公司决定将加薪从秋季提前到今年春季。</blockquote></p><p> Olsavsky declined to comment on Amazon’s CEO transition plans, which will come into play once Bezossteps down in the third quarter. Bezos will turn the helm over to AWS CEO Andy Jassy and assume the role of executive chairman of Amazon’s board.</p><p><blockquote>奥尔萨夫斯基拒绝就亚马逊首席执行官过渡计划发表评论，该计划将在贝佐斯第三季度卸任后发挥作用。贝佐斯将把掌舵权移交给AWS首席执行官安迪·贾西，并担任亚马逊董事会执行主席。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.cnbc.com/2021/04/29/amazon-amzn-earnings-q1-2021.html\">CNBC</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/04/29/amazon-amzn-earnings-q1-2021.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188611661","content_text":"Amazon released first-quarter results on Thursday that trounced analysts’ expectations.\nThe company confirmed that this year’s Prime Day will take place in June, which will likely help year over year comparisons for revenue in the second quarter.\n\nAmazonshares climbed more than 3.5% in extended trading Thursday after the company released its first-quarter earnings, beating Wall Street’s expectations for earnings and revenue.\n\nHere’s how the e-commerce giant fared, relative to analyst estimates compiled by Refinitiv:\n\nEarnings:$15.79 per share vs. $9.54 per share expected\nRevenue:$108.52 billion vs. $104.47 billion expected\n\nFew companies have benefited from the pandemic-fueled surge of online shoppingas much as Amazon. Its first-quarter results showed the company’s business continues to be buoyed by the pandemic, with sales soaring 44% year-over-year to $108.5 billion.\nAmazon’s guidance for the second quarter implies that it expects the momentum to continue, which should help allay investor fears that business could slow in a post-pandemic environment. The company expects to post revenue between $110 billion and $116 billion, surpassing Wall Street’s projection $108.6 billion.\nCrucially, Amazon confirmed in its guidance that this year’s Prime Day will take place in June, which will likely help year-over-year comparisons for revenue in the second quarter. Typically, Amazon’s annual, two-day discount bonanza takes place in July, but the company postponed the event to October last year amid pandemic-related uncertainty.\nWhen asked about the Prime Day timing, CFO Brian Olsavsky said on a call with investors: “In many areas, July is vacation month, so it might be better for customers, sellers and vendors to experiment with a different time period. We believe that it might be better timing later in [the second quarter], so that’s what we’re testing this year.”\nOutside of its core retail segment, Amazon’s cloud-computing and advertising businesses continue to boom. Amazon Web Servicessawnet sales of $13.5 billion during the quarter, up 32% year over year. Amazon doesn’t disclose advertising sales, but it’s included in the company’s “Other” category, which saw its revenues grow 77% year over year to $6.9 billion.\nAmazon CEO Jeff Bezos also gave a rare glimpse into how the company’s streaming business has fared during the pandemic, as stuck-at-home consumers relied on online entertainment to keep busy. “As Prime Video turns 10, over 175 million Prime members have streamed shows and movies in the past year, and streaming hours are up more than 70% year over year,” he said.\nAmazon’s streaming service, Prime Video, is a key offering of the company’s Prime subscription service, which costs $119 a year and includes a range of other benefits like free, two-day shipping. Bezos disclosed earlier this month that the company now has 200 million Prime subscribers, 50 million more than it had at the start of 2020.\nPhysical stores revenue, which includes Whole Foods Market and other brick-and-mortar offerings like Amazon Books, continued to fall. Sales slumped 16% to $3.9 billion. The category excludes online delivery, Olsavsky said.\nDuring the quarter, Amazon’s sales grew faster internationally than they did in North America. International revenue surged 60% year over year, more than any other segment, while North America revenue climbed 40%.\nAs expected, Amazon will incur fewer costs this year related to coronavirus safety measures. Operating income is forecast to be between $4.5 billion and $8 billion in the second quarter, assuming $1.5 billion of costs related to Covid-19. That’s in line with what Amazon executives predicted last quarter.\nAmazonsaidWednesday it would spend more than $1 billion on raising wages for over half a million of its U.S. operations workers. On a call with reporters, Olsavsky said it decided to move up the pay increase from the fall to this spring as volumes remain just as strong as they were at the beginning of the pandemic.\nOlsavsky declined to comment on Amazon’s CEO transition plans, which will come into play once Bezossteps down in the third quarter. Bezos will turn the helm over to AWS CEO Andy Jassy and assume the role of executive chairman of Amazon’s board.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":855264435,"gmtCreate":1635378745961,"gmtModify":1635378746198,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/855264435","repostId":"2178234765","repostType":4,"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868099967,"gmtCreate":1632545503159,"gmtModify":1632799199511,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>finally a good burst","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>finally a good burst","text":"$Tesla Motors(TSLA)$finally a good burst","images":[{"img":"https://static.tigerbbs.com/6a9c7c98fd8929eb0e8e901ca3def681","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/868099967","isVote":1,"tweetType":1,"viewCount":1307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":891996009,"gmtCreate":1628314168901,"gmtModify":1633751707574,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Nice and well managed&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Nice and well managed&nbsp;","text":"$NVIDIA Corp(NVDA)$Nice and well managed","images":[{"img":"https://static.tigerbbs.com/4b7e32ddbd4bfae60acca3186015f93a","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891996009","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":177563023,"gmtCreate":1627252937762,"gmtModify":1633766967720,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Cautious","listText":"Cautious","text":"Cautious","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177563023","repostId":"2153878189","repostType":4,"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151771314,"gmtCreate":1625110037838,"gmtModify":1633944670642,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551240289585145","idStr":"3551240289585145"},"themes":[],"htmlText":"Nice. Like and comments&nbsp;","listText":"Nice. Like and comments&nbsp;","text":"Nice. Like and comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/151771314","repostId":"1178516480","repostType":4,"repost":{"id":"1178516480","kind":"news","pubTimestamp":1625094708,"share":"https://www.laohu8.com/m/news/1178516480?lang=zh_CN&edition=full","pubTime":"2021-07-01 07:11","market":"us","language":"en","title":"S&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘新高，连续第五个季度上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178516480","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as inves","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.</p><p><blockquote>纽约（路透社）-标普500周三连续第五次创下收盘新高，投资者在本月和本季度结束时基本上摆脱了积极的经济数据，并期待周五备受期待的就业报告。</blockquote></p><p> In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p><p><blockquote>在2021年上半年的最后一个交易日，股指低迷且区间震荡，蓝筹股道指上涨，而纳斯达克则小幅走低。</blockquote></p><p> All three indexes posted their fifth consecutive quarterly gains, with the S&amp;P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&amp;P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p><p><blockquote>三大指数均连续第五个季度上涨，标准普尔指数上涨8.2%，纳斯达克指数上涨9.5%，道指上涨4.6%。标普500上半年表现为1998年以来第二好，上涨14.5%。</blockquote></p><p> “It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&amp;P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”</p><p><blockquote>“这是一个不错的季度，”康涅狄格州费尔菲尔德Dakota Wealth的高级投资组合经理罗伯特·帕夫利克(Robert Pavlik)表示。“截至昨晚收盘，标普今年迄今已上涨超过14%，超过道指和纳斯达克。这表明股市正在出现广泛反弹。”</blockquote></p><p> For the month, the bellwether S&amp;P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.</p><p><blockquote>本月，领头羊标普500连续第五次上涨，而道琼斯指数结束了四个月的连涨，小幅收低。纳斯达克在6月份也取得了进展。</blockquote></p><p> This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p><p><blockquote>本月，投资者的兴趣从对经济敏感的周期性股票转向成长型股票。</blockquote></p><p> “Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p><p><blockquote>“今年迄今为止的领先行业正如你所预期的那样，”帕夫利克补充道。“能源、金融和工业，这表明经济环境正处于周期的早期阶段。”</blockquote></p><p> “(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p><p><blockquote>帕夫利克补充道：“在人们开始接受（美联储主席杰罗姆）鲍威尔关注暂时性通胀的言论后，（投资者）开始转向增长（股票）。”</blockquote></p><p> “Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p><p><blockquote>“一些重新开放的交易已经持续了一段时间，这正在引导人们恢复增长。”</blockquote></p><p> (Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p><p><blockquote>（图：6月份成长股跑赢价值股，年初至今差距缩小，）</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p><p><blockquote>纽约Inverness Counsel首席投资策略师蒂姆·格里斯基(Tim Ghriskey)表示：“整体股市继续上涨，在相当长一段时间内持续上涨。”“虽然按照历史标准来看估值肯定很高，但受益于经济复苏，估值一直处于相当稳定的水平。”</blockquote></p><p> The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p><p><blockquote>根据薪资处理机构ADP的数据，私营部门6月份增加了692,000个就业岗位，轻松超出预期。这一数字比经济学家在劳工部周五发布的更全面的就业报告中预测的私人就业人数高出92,000人。</blockquote></p><p> The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&amp;P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.</p><p><blockquote>道琼斯工业平均指数上涨210.22点，涨幅0.61%，至34,502.51点；标普500上涨5.7点，涨幅0.13%，至4,297.5点；纳斯达克综合指数下跌24.38点，涨幅0.17%，至14,503.95点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p><p><blockquote>在标准普尔11个主要板块中，有6个板块收高，其中能源板块涨幅最大。房地产是当天最大的输家。</blockquote></p><p> Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p><p><blockquote>德国国防部宣布将购买该飞机制造商的五架P-8A海上控制飞机，波音公司股价上涨1.6%，此前联合航空公布了有史以来最大的新飞机订单。</blockquote></p><p> Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p><p><blockquote>沃尔玛周二宣布将开始销售仅限处方的胰岛素类似物，股价上涨2.7%。</blockquote></p><p> Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p><p><blockquote>美光科技在季度财报发布前上涨2.5%，但在芯片制造商公布季度业绩后，盘后交易中相对没有变化。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.35比1；在纳斯达克，1.19比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.</p><p><blockquote>标普500创下20个52周新高，无新低；纳斯达克综合指数录得70个新高和36个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为108.5亿股，而过去20个交易日的平均成交量为110.5亿股。</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>S&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘新高，连续第五个季度上涨</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; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘新高，连续第五个季度上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-01 07:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&amp;P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.</p><p><blockquote>纽约（路透社）-标普500周三连续第五次创下收盘新高，投资者在本月和本季度结束时基本上摆脱了积极的经济数据，并期待周五备受期待的就业报告。</blockquote></p><p> In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p><p><blockquote>在2021年上半年的最后一个交易日，股指低迷且区间震荡，蓝筹股道指上涨，而纳斯达克则小幅走低。</blockquote></p><p> All three indexes posted their fifth consecutive quarterly gains, with the S&amp;P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&amp;P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p><p><blockquote>三大指数均连续第五个季度上涨，标准普尔指数上涨8.2%，纳斯达克指数上涨9.5%，道指上涨4.6%。标普500上半年表现为1998年以来第二好，上涨14.5%。</blockquote></p><p> “It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&amp;P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”</p><p><blockquote>“这是一个不错的季度，”康涅狄格州费尔菲尔德Dakota Wealth的高级投资组合经理罗伯特·帕夫利克(Robert Pavlik)表示。“截至昨晚收盘，标普今年迄今已上涨超过14%，超过道指和纳斯达克。这表明股市正在出现广泛反弹。”</blockquote></p><p> For the month, the bellwether S&amp;P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.</p><p><blockquote>本月，领头羊标普500连续第五次上涨，而道琼斯指数结束了四个月的连涨，小幅收低。纳斯达克在6月份也取得了进展。</blockquote></p><p> This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p><p><blockquote>本月，投资者的兴趣从对经济敏感的周期性股票转向成长型股票。</blockquote></p><p> “Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p><p><blockquote>“今年迄今为止的领先行业正如你所预期的那样，”帕夫利克补充道。“能源、金融和工业，这表明经济环境正处于周期的早期阶段。”</blockquote></p><p> “(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p><p><blockquote>帕夫利克补充道：“在人们开始接受（美联储主席杰罗姆）鲍威尔关注暂时性通胀的言论后，（投资者）开始转向增长（股票）。”</blockquote></p><p> “Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p><p><blockquote>“一些重新开放的交易已经持续了一段时间，这正在引导人们恢复增长。”</blockquote></p><p> (Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p><p><blockquote>（图：6月份成长股跑赢价值股，年初至今差距缩小，）</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p><p><blockquote>纽约Inverness Counsel首席投资策略师蒂姆·格里斯基(Tim Ghriskey)表示：“整体股市继续上涨，在相当长一段时间内持续上涨。”“虽然按照历史标准来看估值肯定很高，但受益于经济复苏，估值一直处于相当稳定的水平。”</blockquote></p><p> The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p><p><blockquote>根据薪资处理机构ADP的数据，私营部门6月份增加了692,000个就业岗位，轻松超出预期。这一数字比经济学家在劳工部周五发布的更全面的就业报告中预测的私人就业人数高出92,000人。</blockquote></p><p> The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&amp;P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.</p><p><blockquote>道琼斯工业平均指数上涨210.22点，涨幅0.61%，至34,502.51点；标普500上涨5.7点，涨幅0.13%，至4,297.5点；纳斯达克综合指数下跌24.38点，涨幅0.17%，至14,503.95点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p><p><blockquote>在标准普尔11个主要板块中，有6个板块收高，其中能源板块涨幅最大。房地产是当天最大的输家。</blockquote></p><p> Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p><p><blockquote>德国国防部宣布将购买该飞机制造商的五架P-8A海上控制飞机，波音公司股价上涨1.6%，此前联合航空公布了有史以来最大的新飞机订单。</blockquote></p><p> Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p><p><blockquote>沃尔玛周二宣布将开始销售仅限处方的胰岛素类似物，股价上涨2.7%。</blockquote></p><p> Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p><p><blockquote>美光科技在季度财报发布前上涨2.5%，但在芯片制造商公布季度业绩后，盘后交易中相对没有变化。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.35比1；在纳斯达克，1.19比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.</p><p><blockquote>标普500创下20个52周新高，无新低；纳斯达克综合指数录得70个新高和36个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为108.5亿股，而过去20个交易日的平均成交量为110.5亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178516480","content_text":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.\nIn the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.\nAll three indexes posted their fifth consecutive quarterly gains, with the S&P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&P 500 registered its second-best first-half performance since 1998, rising 14.5%.\n“It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”\nFor the month, the bellwether S&P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.\nThis month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.\n“Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”\n“(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.\n“Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”\n(Graphic: Growths stocks outperform value in June, narrow YTD gap, )\n“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”\nThe private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.\nThe Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.\nAmong the 11 major sectors in the S&P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.\nBoeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.\nWalmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.\nMicron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.\nThe S&P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.\nVolume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}