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thatsy
2021-12-31
To the moon!
Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?<blockquote>Lucid与蔚来股票:哪只电动汽车股票更值得购买?</blockquote>
thatsy
2021-12-30
To the moon!
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thatsy
2021-12-29
To the moon!
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thatsy
2021-12-28
To the moon!
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thatsy
2021-12-26
To the moon!
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thatsy
2021-12-25
To the moon
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thatsy
2021-12-24
To the moon!
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thatsy
2021-12-23
To the moon!
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thatsy
2021-12-22
To the moon!
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thatsy
2021-12-21
Elon Musk to the moon!
Tesla Giga Berlin Yet To Receive Production Greenlight Over Pending Documents: Report<blockquote>特斯拉Giga Berlin尚未获得生产批准,文件待定:报告</blockquote>
thatsy
2021-12-20
To the moon
抱歉,原内容已删除
thatsy
2021-12-20
To the moon!
抱歉,原内容已删除
thatsy
2021-12-19
Up next week?
Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>
thatsy
2021-12-18
I trust muddy waters
Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report<blockquote>Beke驳斥浑水报告后早盘下跌逾5%</blockquote>
thatsy
2021-12-17
To the moon!
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thatsy
2021-12-16
$Elbit(ESLT)$
This is a good company. Very undervalued!
thatsy
2021-12-16
Silly girl...
Cathie Wood Sells Another $88M In Tesla Day After Piling Up Stake In Chinese EV Rival<blockquote>凯西·伍德(Cathie Wood)在增持中国电动汽车竞争对手股份后,在特斯拉日又出售了8800万美元</blockquote>
thatsy
2021-12-15
To the moon!
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thatsy
2021-12-14
Pull up pull up
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thatsy
2021-12-13
To the moon!
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","listText":"To the moon! ","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692801488","repostId":"1139674064","repostType":4,"repost":{"id":"1139674064","kind":"news","pubTimestamp":1640878484,"share":"https://www.laohu8.com/m/news/1139674064?lang=zh_CN&edition=full","pubTime":"2021-12-30 23:34","market":"us","language":"en","title":"Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?<blockquote>Lucid与蔚来股票:哪只电动汽车股票更值得购买?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139674064","media":"Seeking Alpha","summary":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and gre","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>The EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.</li><li>Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.</li><li>NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fe01e445aec1bb67f1b8d810f551603\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"/><span>Trygve Finkelsen/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>电动汽车市场的竞争越来越激烈。拥有强大的品牌或技术对于公司脱颖而出非常重要。</li><li>蔚来和LCID都拥有强大的品牌和出色的技术,这使得它们能够要求很高的平均售价。</li><li>蔚来似乎是这两者中风险较低的选择,而且由于从产量增长的角度来看,它走得更远,我相信它是当今更好的选择。</li></ul><p class=\"t-img-caption\"><span>Trygve Finkelsen/iStock社论来自Getty Images</span></p></blockquote></p><p><b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p>The EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we'll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we'll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.</p><p><blockquote>电动汽车领域催生了许多从长远来看似乎不太可行的公司,但除了特斯拉(TSLA)之外,也有强有力的竞争者。在本报告中,我们将对Lucid Group,Inc.(LCID)和蔚来(蔚来)进行对比,这两家最有趣的电动汽车公司结合了强大的品牌和高端技术能力。在本报告中,我们将更深入地探讨技术和产品方面,并探讨两家公司的个别风险。总体而言,我确实相信以目前的价格来看,蔚来是这两个选择中更具吸引力的。</blockquote></p><p><b>Lucid And NIO In The EV Market</b></p><p><blockquote><b>电动汽车市场的Lucid和蔚来</b></blockquote></p><p>The global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.</p><p><blockquote>全球电动汽车市场一直在快速增长,电动汽车销量可能略高于600万辆,大约是上一年的两倍。显然,电动汽车是全球汽车市场的一个巨大增长领域,尽管应该指出的是,全球销售的大多数车辆仍然由内燃机驱动。多年来,电动汽车市场份额应该会继续快速攀升,但电动汽车似乎不会很快主导内燃机汽车。</blockquote></p><p>The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.</p><p><blockquote>电动汽车领域的市场领导者是特斯拉和比亚迪(OTCPK:BYDDY),以及大众汽车(OTCPK:VWAGY),具体取决于插电式混合动力车的计算方式。蔚来和Lucid Group,Inc.目前还不是最大的公司。蔚来目前每月销售约11,000辆汽车,相当于年销量约130,000辆。然而,销量一直在快速增长,这就是为什么蔚来明年的销量很可能会超过13万辆,因为交付量应该会继续连续攀升。就交付量而言,Lucid目前的规模要小得多,因为该公司今年可能已售出数百辆汽车。明年,Lucid Group的目标是交付约20,000辆汽车,比2021年增长很多,但与蔚来和许多其他同行明年的交付量相比,这个数字仍然相对较小。</blockquote></p><p><b>LCID Vs. NIO's Past Quarterly Performance</b></p><p><blockquote><b>LCID与蔚来过去的季度表现</b></blockquote></p><p>As noted above, NIO's sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:</p><p><blockquote>如上所述,蔚来过去三个月的销售业绩远强于Lucid,但这并不奇怪,因为LCID刚刚开始向客户交付车辆。然而,从股价来看,Lucid的表现更好:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7a6e7cb1b1485f32cc25ade9f387a5b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p>Over the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO's case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian's (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid's stock. If analysts are correct, NIO is the much better value today:</p><p><blockquote>过去三个月,LCID上涨了近50%,而蔚来的股价同期下跌了近20%。就蔚来而言,对中国监管的宏观担忧发挥了作用,而LCID则从Rivian(RIVN)IPO的巨大成功引发的对美国电动汽车企业日益增长的热情中受益匪浅。最重要的是,交付的开始也吸引了新投资者购买Lucid的股票。如果分析师是正确的,那么蔚来今天的价值要高得多:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b1d0939d657b284e25d8447ccb211b5\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p>Shares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO's underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can't be said about Lucid.</p><p><blockquote>该股的交易价格不到共识价格目标的一半,这意味着明年有100%以上的上涨空间,而LCID的交易价格几乎完全符合当前的共识价格目标,这意味着明年没有上涨空间。因此,蔚来上个季度的表现不佳似乎使该公司在当前水平上表现强劲,而Lucid则不然。</blockquote></p><p><b>Lucid Vs. NIO Key Metrics</b></p><p><blockquote><b>Lucid与蔚来关键指标</b></blockquote></p><p></p><p>Let's take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO's ASP is around $70,000, and Lucid's ASP is even higher than that for now, as the company is selling the most expensive Air<i>Dream</i>version first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.</p><p><blockquote>让我们更深入地了解这两家公司的技术、品牌及其具体的主要风险。蔚来和Lucid都活跃在电动汽车行业的高端领域,销售的汽车平均售价远高于特斯拉的平均水平。蔚来的平均售价约为7万美元,Lucid的平均售价目前甚至更高,因为该公司销售的是最昂贵的Air<i>梦想</i>版本优先。特斯拉是目前电动汽车的领导者,其平均售价约为50,000美元。因此,与特斯拉相比,蔚来和特斯拉都在更豪华、更高端的细分市场运营。这些公司怎么能要求比特斯拉高得多的平均售价呢?有几个因素在起作用,包括品牌,但最重要的因素之一是他们出色的技术。</blockquote></p><p>NIO's battery-swapping technology, for example, allows its customers to fully "recharge" in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn't employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid's architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO's solution, as well as Lucid's solution, seem superior compared to what Tesla is offering.</p><p><blockquote>例如,蔚来的电池交换技术允许其客户在几分钟内充满“充电”,而大多数其他电动汽车需要更长的时间才能充满电。Lucid不采用电池更换,但其经过赛车测试的900V技术既可以实现巨大的续航里程,又可以实现快速充电速度——Lucid的架构允许客户在短短20分钟内充电长达300英里的电量。作为参考,特斯拉S采用约400V架构,允许客户在15分钟内充电200英里。显然,蔚来的解决方案和Lucid的解决方案似乎都优于特斯拉提供的解决方案。</blockquote></p><p>NIO's and Lucid's tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:</p><p><blockquote>蔚来和Lucid的技术在各自的电池方面看起来也很有竞争力。Lucid Air Dream的EPA续航里程为520英里,对于几乎所有用例来说都足够了。与Lucid相比,蔚来拥有更大的产品组合,但当我们看看它的高端轿车时,电池性能看起来甚至更好。蔚来ET7配备150kWh电池(也有更小的选择),续航里程可达1,000公里,相当于约620英里的续航里程。同样,与特斯拉相比,蔚来和Lucid的表现都很好——旗舰S Plaid的EPA续航里程为350英里。凭借其在为电动赛车开发和供应赛车发动机方面的经验,Lucid制造了一款特别高效的发动机:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edf92a9709beceb826f2e86b3bc25dd6\" tg-width=\"1502\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/><span>Source: Lucid presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Lucid演示</span></p></blockquote></p><p>A smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.</p><p><blockquote>在其他条件相同的情况下,更小、更高效的发动机可以降低资源使用量并减轻车辆重量。反过来,这确实会带来更长的续航里程,并且在其他条件相同的情况下,还可以实现更好的操控和驾驶性能。到目前为止,Lucid还不是当今最大的电动汽车参与者,但其工程师已经开发出了一些目前所有活跃的电动汽车参与者中最引人注目的产品和解决方案。</blockquote></p><p>NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:</p><p><blockquote>蔚来非常关注最终实现自动驾驶的技术,并在当今的车辆中安装了大量传感器和巨大的计算能力。ET7使用以下传感单元来实现此目标:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39530a306d0b27d76d36bccec0e147d\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/><span>Source: NIO</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:蔚来</span></p></blockquote></p><p>With 33 sensors that use up to 8MP, NIO's sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO's sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO's offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO's self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn't be a very difficult task. Lucid's self-driving tech, even though it doesn't get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO's Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).</p><p><blockquote>凭借33个高达800万像素的传感器,蔚来的传感能力轻松击败了特斯拉。据首席执行官马斯克称,特斯拉Model 3已准备好实现全自动驾驶,仅使用8个摄像头,每个摄像头为120万像素。因此,ET7中蔚来的一个传感器的传感性能几乎相当于M3中所有摄像头的总和,而蔚来在其车型中使用了32个额外的传感器。显然,蔚来的产品是优越的——这显然是有代价的,因为蔚来在将最好的技术应用到其车辆中时并不吝啬。蔚来在ET7中使用的芯片的巨大处理能力也证明了这一点。ET7使用四个NVIDIA(NVDA)Orin SoC,每个SoC每秒提供略高于250万亿次运算,总计算能力超过1,000 TOPS,这在任何量产车中都是闻所未闻的。同时使用四个SoC还可以提供自动驾驶场景中关键系统所需的冗余。应该指出的是,蔚来的自动驾驶技术在软件方面还没有那么出色。至少目前,小鹏汽车(XPEV)等同行似乎采用了更强大的算法,但这是蔚来可以在未来几个季度和几年内解决的问题,并将未来的软件集成到配备顶级硬件的车辆中不应该是一项非常困难的任务。Lucid的自动驾驶技术尽管尚未得到太多认可,但看起来也一点也不差。DreamDrive套件使用32个板载传感器,几乎与蔚来的Aquila系统相当(与M3相比,传感器多4倍,据称从硬件角度来看,M3已准备好L5)。</blockquote></p><p></p><p>Strong tech alone doesn't make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles' quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid's ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.</p><p><blockquote>然而,仅靠强大的技术并不能造就一辆有吸引力的汽车,因为设计、制造质量等也必须考虑在内。幸运的是,蔚来和Lucid在此基础上竞争非常好,尽管由于销量较低,Lucid的数据仍然有限——还没有太多人驾驶过Lucid Air,因此有关可靠性等的数据有限。然而,蔚来已经有一段时间每月销售数千辆汽车,并且其用户对车辆的质量非常满意。CnTechPost报道J.D。Power将蔚来评为国内质量最高的电动汽车公司,领先于特斯拉。Lucid在该国尚未活跃,但众多汽车记者和杂志的试驾普遍获得了非常积极的评价。因此,从设计、质量和技术的角度来看,蔚来和Lucid看起来都很强大,蔚来更关注电池更换和驾驶辅助等客户友好型项目,而Lucid则更关注发动机性能、电池技术等。这两种途径都有其优势,但我个人认为蔚来从其易于使用、客户友好的方法中受益更多,因为没有太多人会根据电池架构等标准购买电动汽车。尽管如此,Lucid开发高性能汽车的能力在未来竞争激烈的电动汽车行业应该会非常方便。</blockquote></p><p>With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.</p><p><blockquote>对于蔚来,市场现在担心的主要风险似乎是监管/政治。我个人不认为监管会给蔚来带来巨大风险。中国公司从未能够在内燃机汽车领域成功竞争,但随着电动汽车技术给整个全球汽车行业带来变革,中国看到了成为全球汽车强国的机会。伤害蔚来和其他中国电动汽车企业将与这些目标背道而驰,这就是为什么我认为中国更有兴趣培养自己的电动汽车企业,包括蔚来,而不是伤害他们。尽管如此,如今市场对每家中国公司都给予了折扣,蔚来也是如此——这对于那些寻求以低于平均水平的估值买入该公司的人来说可能是一件好事。</blockquote></p><p>For Lucid, regulation doesn't seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as "Production Hell". The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It's not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID's high valuation could be a considerable risk - shares trade at around 30x next year's expected revenue, and there is no guarantee at all that those revenues will actually be generated.</p><p><blockquote>对于Lucid来说,监管似乎并不是一个重要的风险。相反,这里的主要风险是高估值和产量增加。正如特斯拉所表明的那样,提高汽车产量并不是一件容易的事。该公司经常不得不与延误和其他问题作斗争,有时被总结为“生产地狱”。Lucid可能也是如此,该公司将不得不在未来几个月和几个季度高速提高产量,以实现其雄心勃勃的生产目标。当然,不能确定它会遇到与其他制造商类似的问题,但由于缺乏经验,这似乎是一个值得关注的相当大的风险。最重要的是,LCID的高估值可能是一个相当大的风险——股票交易价格约为明年预期收入的30倍,而且根本不能保证这些收入会真正产生。</blockquote></p><p><b>Is Lucid Or NIO Stock The Better Buy?</b></p><p><blockquote><b>Lucid或蔚来股票更值得购买吗?</b></blockquote></p><p>Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.</p><p><blockquote>蔚来和Lucid都拥有有吸引力的产品,这些产品在越来越多进入者的电动汽车市场中似乎极具竞争力。我确实相信,在强大的技术、有吸引力的品牌和引人注目的产品质量的推动下,两家公司将在未来几年取得运营成功。然而,运营增长并不一定会导致股价增长,因为当以过高的价格买入时,估值可能会成为主要障碍。</blockquote></p><p>In NIO's case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year's expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year's sales.</p><p><blockquote>就蔚来而言,这似乎并不是一个过大的风险,因为相对于其他电动汽车公司的估值而言,其股价并不昂贵——蔚来的交易价格约为明年预期收入的4倍,与LCID、RIVN、TSLA相比有明显的折扣,等等。另一方面,Lucid的估值非常高,是明年销售额的30倍。</blockquote></p><p>I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.</p><p><blockquote>我确实相信,基于其更大的规模、更成熟的业务、更好的增产进展,以及更合理的估值,蔚来是当今这两家公司中更好的选择。对于那些有兴趣拥有这家顶级中国电动汽车公司的人来说,最近的股价下跌是一个有吸引力的切入点。</blockquote></p><p></body></html></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>Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?<blockquote>Lucid与蔚来股票:哪只电动汽车股票更值得购买?</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\">\nLucid Vs. NIO Stock: Which EV Stock Is The Better Buy?<blockquote>Lucid与蔚来股票:哪只电动汽车股票更值得购买?</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\">2021-12-30 23:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>The EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.</li><li>Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.</li><li>NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fe01e445aec1bb67f1b8d810f551603\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"/><span>Trygve Finkelsen/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>电动汽车市场的竞争越来越激烈。拥有强大的品牌或技术对于公司脱颖而出非常重要。</li><li>蔚来和LCID都拥有强大的品牌和出色的技术,这使得它们能够要求很高的平均售价。</li><li>蔚来似乎是这两者中风险较低的选择,而且由于从产量增长的角度来看,它走得更远,我相信它是当今更好的选择。</li></ul><p class=\"t-img-caption\"><span>Trygve Finkelsen/iStock社论来自Getty Images</span></p></blockquote></p><p><b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p>The EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we'll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we'll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.</p><p><blockquote>电动汽车领域催生了许多从长远来看似乎不太可行的公司,但除了特斯拉(TSLA)之外,也有强有力的竞争者。在本报告中,我们将对Lucid Group,Inc.(LCID)和蔚来(蔚来)进行对比,这两家最有趣的电动汽车公司结合了强大的品牌和高端技术能力。在本报告中,我们将更深入地探讨技术和产品方面,并探讨两家公司的个别风险。总体而言,我确实相信以目前的价格来看,蔚来是这两个选择中更具吸引力的。</blockquote></p><p><b>Lucid And NIO In The EV Market</b></p><p><blockquote><b>电动汽车市场的Lucid和蔚来</b></blockquote></p><p>The global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.</p><p><blockquote>全球电动汽车市场一直在快速增长,电动汽车销量可能略高于600万辆,大约是上一年的两倍。显然,电动汽车是全球汽车市场的一个巨大增长领域,尽管应该指出的是,全球销售的大多数车辆仍然由内燃机驱动。多年来,电动汽车市场份额应该会继续快速攀升,但电动汽车似乎不会很快主导内燃机汽车。</blockquote></p><p>The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.</p><p><blockquote>电动汽车领域的市场领导者是特斯拉和比亚迪(OTCPK:BYDDY),以及大众汽车(OTCPK:VWAGY),具体取决于插电式混合动力车的计算方式。蔚来和Lucid Group,Inc.目前还不是最大的公司。蔚来目前每月销售约11,000辆汽车,相当于年销量约130,000辆。然而,销量一直在快速增长,这就是为什么蔚来明年的销量很可能会超过13万辆,因为交付量应该会继续连续攀升。就交付量而言,Lucid目前的规模要小得多,因为该公司今年可能已售出数百辆汽车。明年,Lucid Group的目标是交付约20,000辆汽车,比2021年增长很多,但与蔚来和许多其他同行明年的交付量相比,这个数字仍然相对较小。</blockquote></p><p><b>LCID Vs. NIO's Past Quarterly Performance</b></p><p><blockquote><b>LCID与蔚来过去的季度表现</b></blockquote></p><p>As noted above, NIO's sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:</p><p><blockquote>如上所述,蔚来过去三个月的销售业绩远强于Lucid,但这并不奇怪,因为LCID刚刚开始向客户交付车辆。然而,从股价来看,Lucid的表现更好:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7a6e7cb1b1485f32cc25ade9f387a5b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p>Over the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO's case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian's (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid's stock. If analysts are correct, NIO is the much better value today:</p><p><blockquote>过去三个月,LCID上涨了近50%,而蔚来的股价同期下跌了近20%。就蔚来而言,对中国监管的宏观担忧发挥了作用,而LCID则从Rivian(RIVN)IPO的巨大成功引发的对美国电动汽车企业日益增长的热情中受益匪浅。最重要的是,交付的开始也吸引了新投资者购买Lucid的股票。如果分析师是正确的,那么蔚来今天的价值要高得多:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b1d0939d657b284e25d8447ccb211b5\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p>Shares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO's underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can't be said about Lucid.</p><p><blockquote>该股的交易价格不到共识价格目标的一半,这意味着明年有100%以上的上涨空间,而LCID的交易价格几乎完全符合当前的共识价格目标,这意味着明年没有上涨空间。因此,蔚来上个季度的表现不佳似乎使该公司在当前水平上表现强劲,而Lucid则不然。</blockquote></p><p><b>Lucid Vs. NIO Key Metrics</b></p><p><blockquote><b>Lucid与蔚来关键指标</b></blockquote></p><p></p><p>Let's take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO's ASP is around $70,000, and Lucid's ASP is even higher than that for now, as the company is selling the most expensive Air<i>Dream</i>version first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.</p><p><blockquote>让我们更深入地了解这两家公司的技术、品牌及其具体的主要风险。蔚来和Lucid都活跃在电动汽车行业的高端领域,销售的汽车平均售价远高于特斯拉的平均水平。蔚来的平均售价约为7万美元,Lucid的平均售价目前甚至更高,因为该公司销售的是最昂贵的Air<i>梦想</i>版本优先。特斯拉是目前电动汽车的领导者,其平均售价约为50,000美元。因此,与特斯拉相比,蔚来和特斯拉都在更豪华、更高端的细分市场运营。这些公司怎么能要求比特斯拉高得多的平均售价呢?有几个因素在起作用,包括品牌,但最重要的因素之一是他们出色的技术。</blockquote></p><p>NIO's battery-swapping technology, for example, allows its customers to fully "recharge" in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn't employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid's architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO's solution, as well as Lucid's solution, seem superior compared to what Tesla is offering.</p><p><blockquote>例如,蔚来的电池交换技术允许其客户在几分钟内充满“充电”,而大多数其他电动汽车需要更长的时间才能充满电。Lucid不采用电池更换,但其经过赛车测试的900V技术既可以实现巨大的续航里程,又可以实现快速充电速度——Lucid的架构允许客户在短短20分钟内充电长达300英里的电量。作为参考,特斯拉S采用约400V架构,允许客户在15分钟内充电200英里。显然,蔚来的解决方案和Lucid的解决方案似乎都优于特斯拉提供的解决方案。</blockquote></p><p>NIO's and Lucid's tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:</p><p><blockquote>蔚来和Lucid的技术在各自的电池方面看起来也很有竞争力。Lucid Air Dream的EPA续航里程为520英里,对于几乎所有用例来说都足够了。与Lucid相比,蔚来拥有更大的产品组合,但当我们看看它的高端轿车时,电池性能看起来甚至更好。蔚来ET7配备150kWh电池(也有更小的选择),续航里程可达1,000公里,相当于约620英里的续航里程。同样,与特斯拉相比,蔚来和Lucid的表现都很好——旗舰S Plaid的EPA续航里程为350英里。凭借其在为电动赛车开发和供应赛车发动机方面的经验,Lucid制造了一款特别高效的发动机:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edf92a9709beceb826f2e86b3bc25dd6\" tg-width=\"1502\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/><span>Source: Lucid presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Lucid演示</span></p></blockquote></p><p>A smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.</p><p><blockquote>在其他条件相同的情况下,更小、更高效的发动机可以降低资源使用量并减轻车辆重量。反过来,这确实会带来更长的续航里程,并且在其他条件相同的情况下,还可以实现更好的操控和驾驶性能。到目前为止,Lucid还不是当今最大的电动汽车参与者,但其工程师已经开发出了一些目前所有活跃的电动汽车参与者中最引人注目的产品和解决方案。</blockquote></p><p>NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:</p><p><blockquote>蔚来非常关注最终实现自动驾驶的技术,并在当今的车辆中安装了大量传感器和巨大的计算能力。ET7使用以下传感单元来实现此目标:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39530a306d0b27d76d36bccec0e147d\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/><span>Source: NIO</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:蔚来</span></p></blockquote></p><p>With 33 sensors that use up to 8MP, NIO's sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO's sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO's offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO's self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn't be a very difficult task. Lucid's self-driving tech, even though it doesn't get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO's Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).</p><p><blockquote>凭借33个高达800万像素的传感器,蔚来的传感能力轻松击败了特斯拉。据首席执行官马斯克称,特斯拉Model 3已准备好实现全自动驾驶,仅使用8个摄像头,每个摄像头为120万像素。因此,ET7中蔚来的一个传感器的传感性能几乎相当于M3中所有摄像头的总和,而蔚来在其车型中使用了32个额外的传感器。显然,蔚来的产品是优越的——这显然是有代价的,因为蔚来在将最好的技术应用到其车辆中时并不吝啬。蔚来在ET7中使用的芯片的巨大处理能力也证明了这一点。ET7使用四个NVIDIA(NVDA)Orin SoC,每个SoC每秒提供略高于250万亿次运算,总计算能力超过1,000 TOPS,这在任何量产车中都是闻所未闻的。同时使用四个SoC还可以提供自动驾驶场景中关键系统所需的冗余。应该指出的是,蔚来的自动驾驶技术在软件方面还没有那么出色。至少目前,小鹏汽车(XPEV)等同行似乎采用了更强大的算法,但这是蔚来可以在未来几个季度和几年内解决的问题,并将未来的软件集成到配备顶级硬件的车辆中不应该是一项非常困难的任务。Lucid的自动驾驶技术尽管尚未得到太多认可,但看起来也一点也不差。DreamDrive套件使用32个板载传感器,几乎与蔚来的Aquila系统相当(与M3相比,传感器多4倍,据称从硬件角度来看,M3已准备好L5)。</blockquote></p><p></p><p>Strong tech alone doesn't make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles' quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid's ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.</p><p><blockquote>然而,仅靠强大的技术并不能造就一辆有吸引力的汽车,因为设计、制造质量等也必须考虑在内。幸运的是,蔚来和Lucid在此基础上竞争非常好,尽管由于销量较低,Lucid的数据仍然有限——还没有太多人驾驶过Lucid Air,因此有关可靠性等的数据有限。然而,蔚来已经有一段时间每月销售数千辆汽车,并且其用户对车辆的质量非常满意。CnTechPost报道J.D。Power将蔚来评为国内质量最高的电动汽车公司,领先于特斯拉。Lucid在该国尚未活跃,但众多汽车记者和杂志的试驾普遍获得了非常积极的评价。因此,从设计、质量和技术的角度来看,蔚来和Lucid看起来都很强大,蔚来更关注电池更换和驾驶辅助等客户友好型项目,而Lucid则更关注发动机性能、电池技术等。这两种途径都有其优势,但我个人认为蔚来从其易于使用、客户友好的方法中受益更多,因为没有太多人会根据电池架构等标准购买电动汽车。尽管如此,Lucid开发高性能汽车的能力在未来竞争激烈的电动汽车行业应该会非常方便。</blockquote></p><p>With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.</p><p><blockquote>对于蔚来,市场现在担心的主要风险似乎是监管/政治。我个人不认为监管会给蔚来带来巨大风险。中国公司从未能够在内燃机汽车领域成功竞争,但随着电动汽车技术给整个全球汽车行业带来变革,中国看到了成为全球汽车强国的机会。伤害蔚来和其他中国电动汽车企业将与这些目标背道而驰,这就是为什么我认为中国更有兴趣培养自己的电动汽车企业,包括蔚来,而不是伤害他们。尽管如此,如今市场对每家中国公司都给予了折扣,蔚来也是如此——这对于那些寻求以低于平均水平的估值买入该公司的人来说可能是一件好事。</blockquote></p><p>For Lucid, regulation doesn't seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as "Production Hell". The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It's not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID's high valuation could be a considerable risk - shares trade at around 30x next year's expected revenue, and there is no guarantee at all that those revenues will actually be generated.</p><p><blockquote>对于Lucid来说,监管似乎并不是一个重要的风险。相反,这里的主要风险是高估值和产量增加。正如特斯拉所表明的那样,提高汽车产量并不是一件容易的事。该公司经常不得不与延误和其他问题作斗争,有时被总结为“生产地狱”。Lucid可能也是如此,该公司将不得不在未来几个月和几个季度高速提高产量,以实现其雄心勃勃的生产目标。当然,不能确定它会遇到与其他制造商类似的问题,但由于缺乏经验,这似乎是一个值得关注的相当大的风险。最重要的是,LCID的高估值可能是一个相当大的风险——股票交易价格约为明年预期收入的30倍,而且根本不能保证这些收入会真正产生。</blockquote></p><p><b>Is Lucid Or NIO Stock The Better Buy?</b></p><p><blockquote><b>Lucid或蔚来股票更值得购买吗?</b></blockquote></p><p>Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.</p><p><blockquote>蔚来和Lucid都拥有有吸引力的产品,这些产品在越来越多进入者的电动汽车市场中似乎极具竞争力。我确实相信,在强大的技术、有吸引力的品牌和引人注目的产品质量的推动下,两家公司将在未来几年取得运营成功。然而,运营增长并不一定会导致股价增长,因为当以过高的价格买入时,估值可能会成为主要障碍。</blockquote></p><p>In NIO's case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year's expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year's sales.</p><p><blockquote>就蔚来而言,这似乎并不是一个过大的风险,因为相对于其他电动汽车公司的估值而言,其股价并不昂贵——蔚来的交易价格约为明年预期收入的4倍,与LCID、RIVN、TSLA相比有明显的折扣,等等。另一方面,Lucid的估值非常高,是明年销售额的30倍。</blockquote></p><p>I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.</p><p><blockquote>我确实相信,基于其更大的规模、更成熟的业务、更好的增产进展,以及更合理的估值,蔚来是当今这两家公司中更好的选择。对于那些有兴趣拥有这家顶级中国电动汽车公司的人来说,最近的股价下跌是一个有吸引力的切入点。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy\">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":{"LCID":"Lucid Group Inc","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139674064","content_text":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.Trygve Finkelsen/iStock Editorial via Getty ImagesArticle ThesisThe EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we'll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we'll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.Lucid And NIO In The EV MarketThe global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.LCID Vs. NIO's Past Quarterly PerformanceAs noted above, NIO's sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:Data by YChartsOver the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO's case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian's (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid's stock. If analysts are correct, NIO is the much better value today:Data by YChartsShares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO's underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can't be said about Lucid.Lucid Vs. NIO Key MetricsLet's take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO's ASP is around $70,000, and Lucid's ASP is even higher than that for now, as the company is selling the most expensive AirDreamversion first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.NIO's battery-swapping technology, for example, allows its customers to fully \"recharge\" in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn't employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid's architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO's solution, as well as Lucid's solution, seem superior compared to what Tesla is offering.NIO's and Lucid's tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:Source: Lucid presentationA smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:Source: NIOWith 33 sensors that use up to 8MP, NIO's sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO's sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO's offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO's self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn't be a very difficult task. Lucid's self-driving tech, even though it doesn't get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO's Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).Strong tech alone doesn't make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles' quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid's ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.For Lucid, regulation doesn't seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as \"Production Hell\". The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It's not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID's high valuation could be a considerable risk - shares trade at around 30x next year's expected revenue, and there is no guarantee at all that those revenues will actually be generated.Is Lucid Or NIO Stock The Better Buy?Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.In NIO's case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year's expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year's sales.I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.","news_type":1,"symbols_score_info":{"NIO":0.9,"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":2231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692911885,"gmtCreate":1640826262849,"gmtModify":1640826263119,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"To the moon! 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","text":"Elon Musk to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693749261","repostId":"1165416138","repostType":4,"repost":{"id":"1165416138","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":1640087800,"share":"https://www.laohu8.com/m/news/1165416138?lang=zh_CN&edition=full","pubTime":"2021-12-21 19:56","market":"us","language":"en","title":"Tesla Giga Berlin Yet To Receive Production Greenlight Over Pending Documents: Report<blockquote>特斯拉Giga Berlin尚未获得生产批准,文件待定:报告</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165416138","media":"Benzinga","summary":"Tesla Inc is yet to submit documents related to its upcoming gigafactory in Grünheide, Berlin, as pe","content":"<p><b>Tesla Inc</b> is yet to submit documents related to its upcoming gigafactory in Grünheide, Berlin, as per local publication rbb24, which cited Brandenburg's Environment Minister <b>Axel Vogel</b>.</p><p><blockquote><b>特斯拉公司</b>据当地出版物rbb24援引勃兰登堡环境部长的话说,该公司尚未提交与其即将在柏林格伦海德建设的超级工厂相关的文件<b>阿克塞尔·沃格尔</b>.</blockquote></p><p> <b>What Happened:</b>The Austin, Texas-based electric vehicle maker does not have a final greenlight from the local authorities for the official start of production at the Giga Berlin as all requested documents have not been submitted.</p><p><blockquote><b>发生了什么:</b>这家总部位于德克萨斯州奥斯汀的电动汽车制造商尚未获得地方当局在Giga Berlin正式开始生产的最终批准,因为所有要求的文件尚未提交。</blockquote></p><p> \"In order to be able to implement this in a legally secure manner, it is also necessary that appropriate reports are available, and it is regrettable that not all reports are available in this quality yet,\" the report noted in German, citing <b>Brandenburg Environment Minister Axel Vogel</b>.</p><p><blockquote>报告用德语指出:“为了能够以法律上安全的方式实施这一目标,还必须提供适当的报告,遗憾的是,并非所有报告都具有这种质量。”<b>勃兰登堡州环境部长阿克塞尔·沃格尔</b>.</blockquote></p><p> No further details were provided by the minister on the type of documents that are pending.</p><p><blockquote>部长没有提供关于未决文件类型的进一步细节。</blockquote></p><p> <b>Why It Matters:</b>A regional environmental ministry in Germany had last month repeated an online consultation with local citizens to review objections to Tesla’s Berlin manufacturing facility.</p><p><blockquote><b>为什么重要:</b>德国一个地区环境部上个月再次与当地公民进行在线咨询,以审查对特斯拉柏林制造工厂的反对意见。</blockquote></p><p> The third round of public consultation was open to those who expressed an objection in previous rounds but were not satisfied with the response from Tesla or the environmental ministry.</p><p><blockquote>第三轮公众咨询面向那些在前几轮中表示反对但对特斯拉或环境部的回应不满意的人。</blockquote></p><p> Musk had earlier said Tesla could start rolling off cars from the production lines at its new Giga Berlin in November or December though achieving volume production at the Berlin factory would take much longer than it took to build the factory.</p><p><blockquote>Musk早些时候曾表示,特斯拉可能会在11月或12月开始从其新的Giga Berlin工厂的生产线上下线汽车,尽管在柏林工厂实现量产所需的时间将比建造工厂所需的时间长得多。</blockquote></p><p> Musk has previously blamed German bureaucracy for the delay in starting production at the Berlin Gigafactory.</p><p><blockquote>马斯克此前曾将柏林超级工厂推迟投产归咎于德国官僚机构。</blockquote></p><p> Musk announced the plans to build the Berlin gigafactory in 2019 but construction began last year. The factory could eventually clock a 500,000 annual electric vehicle capacity.</p><p><blockquote>马斯克于2019年宣布了建设柏林超级工厂的计划,但建设于去年开始。该工厂最终可能达到年产50万辆电动汽车的产能。</blockquote></p><p> <b>Price Action:</b>Tesla shares closed 3.55% lower at $899.94 a share on Monday.</p><p><blockquote><b>价格走势:</b>特斯拉股价周一收盘下跌3.55%,至每股899.94美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Giga Berlin Yet To Receive Production Greenlight Over Pending Documents: Report<blockquote>特斯拉Giga Berlin尚未获得生产批准,文件待定:报告</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Giga Berlin Yet To Receive Production Greenlight Over Pending Documents: Report<blockquote>特斯拉Giga Berlin尚未获得生产批准,文件待定:报告</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\">2021-12-21 19:56</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Tesla Inc</b> is yet to submit documents related to its upcoming gigafactory in Grünheide, Berlin, as per local publication rbb24, which cited Brandenburg's Environment Minister <b>Axel Vogel</b>.</p><p><blockquote><b>特斯拉公司</b>据当地出版物rbb24援引勃兰登堡环境部长的话说,该公司尚未提交与其即将在柏林格伦海德建设的超级工厂相关的文件<b>阿克塞尔·沃格尔</b>.</blockquote></p><p> <b>What Happened:</b>The Austin, Texas-based electric vehicle maker does not have a final greenlight from the local authorities for the official start of production at the Giga Berlin as all requested documents have not been submitted.</p><p><blockquote><b>发生了什么:</b>这家总部位于德克萨斯州奥斯汀的电动汽车制造商尚未获得地方当局在Giga Berlin正式开始生产的最终批准,因为所有要求的文件尚未提交。</blockquote></p><p> \"In order to be able to implement this in a legally secure manner, it is also necessary that appropriate reports are available, and it is regrettable that not all reports are available in this quality yet,\" the report noted in German, citing <b>Brandenburg Environment Minister Axel Vogel</b>.</p><p><blockquote>报告用德语指出:“为了能够以法律上安全的方式实施这一目标,还必须提供适当的报告,遗憾的是,并非所有报告都具有这种质量。”<b>勃兰登堡州环境部长阿克塞尔·沃格尔</b>.</blockquote></p><p> No further details were provided by the minister on the type of documents that are pending.</p><p><blockquote>部长没有提供关于未决文件类型的进一步细节。</blockquote></p><p> <b>Why It Matters:</b>A regional environmental ministry in Germany had last month repeated an online consultation with local citizens to review objections to Tesla’s Berlin manufacturing facility.</p><p><blockquote><b>为什么重要:</b>德国一个地区环境部上个月再次与当地公民进行在线咨询,以审查对特斯拉柏林制造工厂的反对意见。</blockquote></p><p> The third round of public consultation was open to those who expressed an objection in previous rounds but were not satisfied with the response from Tesla or the environmental ministry.</p><p><blockquote>第三轮公众咨询面向那些在前几轮中表示反对但对特斯拉或环境部的回应不满意的人。</blockquote></p><p> Musk had earlier said Tesla could start rolling off cars from the production lines at its new Giga Berlin in November or December though achieving volume production at the Berlin factory would take much longer than it took to build the factory.</p><p><blockquote>Musk早些时候曾表示,特斯拉可能会在11月或12月开始从其新的Giga Berlin工厂的生产线上下线汽车,尽管在柏林工厂实现量产所需的时间将比建造工厂所需的时间长得多。</blockquote></p><p> Musk has previously blamed German bureaucracy for the delay in starting production at the Berlin Gigafactory.</p><p><blockquote>马斯克此前曾将柏林超级工厂推迟投产归咎于德国官僚机构。</blockquote></p><p> Musk announced the plans to build the Berlin gigafactory in 2019 but construction began last year. The factory could eventually clock a 500,000 annual electric vehicle capacity.</p><p><blockquote>马斯克于2019年宣布了建设柏林超级工厂的计划,但建设于去年开始。该工厂最终可能达到年产50万辆电动汽车的产能。</blockquote></p><p> <b>Price Action:</b>Tesla shares closed 3.55% lower at $899.94 a share on Monday.</p><p><blockquote><b>价格走势:</b>特斯拉股价周一收盘下跌3.55%,至每股899.94美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165416138","content_text":"Tesla Inc is yet to submit documents related to its upcoming gigafactory in Grünheide, Berlin, as per local publication rbb24, which cited Brandenburg's Environment Minister Axel Vogel.\nWhat Happened:The Austin, Texas-based electric vehicle maker does not have a final greenlight from the local authorities for the official start of production at the Giga Berlin as all requested documents have not been submitted.\n\"In order to be able to implement this in a legally secure manner, it is also necessary that appropriate reports are available, and it is regrettable that not all reports are available in this quality yet,\" the report noted in German, citing Brandenburg Environment Minister Axel Vogel.\nNo further details were provided by the minister on the type of documents that are pending.\nWhy It Matters:A regional environmental ministry in Germany had last month repeated an online consultation with local citizens to review objections to Tesla’s Berlin manufacturing facility.\nThe third round of public consultation was open to those who expressed an objection in previous rounds but were not satisfied with the response from Tesla or the environmental ministry.\nMusk had earlier said Tesla could start rolling off cars from the production lines at its new Giga Berlin in November or December though achieving volume production at the Berlin factory would take much longer than it took to build the factory.\nMusk has previously blamed German bureaucracy for the delay in starting production at the Berlin Gigafactory.\nMusk announced the plans to build the Berlin gigafactory in 2019 but construction began last year. The factory could eventually clock a 500,000 annual electric vehicle capacity.\nPrice Action:Tesla shares closed 3.55% lower at $899.94 a share on Monday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693923990,"gmtCreate":1639962758731,"gmtModify":1639962758984,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"To the moon ","listText":"To the moon ","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693923990","repostId":"2192901763","repostType":4,"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693929634,"gmtCreate":1639962740865,"gmtModify":1639962741146,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"To the moon! ","listText":"To the moon! ","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693929634","repostId":"1146401633","repostType":4,"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699438686,"gmtCreate":1639874396740,"gmtModify":1639874397022,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"Up next week? ","listText":"Up next week? ","text":"Up next week?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699438686","repostId":"1116106959","repostType":4,"repost":{"id":"1116106959","kind":"news","pubTimestamp":1639785552,"share":"https://www.laohu8.com/m/news/1116106959?lang=zh_CN&edition=full","pubTime":"2021-12-18 07:59","market":"us","language":"en","title":"Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116106959","media":"Reuters","summary":" - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.The S","content":"<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>(路透社)-华尔街周五收低,受大型科技股拖累,投资者担心奥密克戎冠状病毒变种,并更快消化美联储结束大流行时期刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示在2022年底前加息三次0.25个百分点以应对通胀飙升后,美国三大主要股指本周均收跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.</p><p><blockquote>英伟达下跌2.1%,Alphabet下跌1.9%,均令标普500和纳斯达克承压。</blockquote></p><p> The S&P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%,价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11大板块指数悉数下跌,金融股跌幅2.3%领跌。能源下跌2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞周五表示,疫情可能会持续到明年,这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备,一项研究警告说,迅速传播的奥密克戎冠状病毒变种重新感染人类的可能性是其前身达美航空的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出,年终税收抛售以及股票期权、股指期货和指数期权合约同时到期——被称为三重巫术——是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>新泽西州查塔姆Themis Trading交易联席经理Joe Saluzzi表示:“这是一个重要的期权到期日。”“现在你在此基础上利用一些奥密克戎,就会出现波动,我认为这给投资者带来了很多不确定性。今年年底你打算在哪里定位?”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.</p><p><blockquote>包括英伟达和微软在内的权重成长股在2021年的表现优于大盘,而费城SE半导体指数则飙升了约35%。基准标普500指数同期上涨约23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.</p><p><blockquote>周五交易中,道琼斯工业平均指数下跌1.48%,收于35,365.44点,标普500下跌1.03%,收于4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌0.07%,至15,169.68点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>积极的一面是,小盘股罗素2000指数在从11月初的历史高点下跌超过10%后,上涨了1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期,美国交易所的成交量跃升至166亿股,远高于过去20个交易日119亿股的平均水平。</blockquote></p><p> For the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周,标普500下跌1.9%,道琼斯指数下跌1.7%,纳斯达克下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>周五交易中,甲骨文股价下跌6.4%,此前《华尔街日报》报道称,这家企业软件制造商正在就收购电子医疗记录公司Cerner进行谈判,交易价值可能达到300亿美元。Cerner股价飙升12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>尽管持续的劳工困境削弱了利润,但联邦快递公司周四恢复了最初的2022财年预测,该公司股价上涨近5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.50比1;在纳斯达克,1.16比1的比率有利于上涨者。</blockquote></p><p> The S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下22个52周新高和7个新低;纳斯达克综合指数录得28个新高和341个新低。</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>Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-18 07:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>(路透社)-华尔街周五收低,受大型科技股拖累,投资者担心奥密克戎冠状病毒变种,并更快消化美联储结束大流行时期刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示在2022年底前加息三次0.25个百分点以应对通胀飙升后,美国三大主要股指本周均收跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.</p><p><blockquote>英伟达下跌2.1%,Alphabet下跌1.9%,均令标普500和纳斯达克承压。</blockquote></p><p> The S&P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%,价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11大板块指数悉数下跌,金融股跌幅2.3%领跌。能源下跌2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞周五表示,疫情可能会持续到明年,这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备,一项研究警告说,迅速传播的奥密克戎冠状病毒变种重新感染人类的可能性是其前身达美航空的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出,年终税收抛售以及股票期权、股指期货和指数期权合约同时到期——被称为三重巫术——是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>新泽西州查塔姆Themis Trading交易联席经理Joe Saluzzi表示:“这是一个重要的期权到期日。”“现在你在此基础上利用一些奥密克戎,就会出现波动,我认为这给投资者带来了很多不确定性。今年年底你打算在哪里定位?”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.</p><p><blockquote>包括英伟达和微软在内的权重成长股在2021年的表现优于大盘,而费城SE半导体指数则飙升了约35%。基准标普500指数同期上涨约23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.</p><p><blockquote>周五交易中,道琼斯工业平均指数下跌1.48%,收于35,365.44点,标普500下跌1.03%,收于4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌0.07%,至15,169.68点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>积极的一面是,小盘股罗素2000指数在从11月初的历史高点下跌超过10%后,上涨了1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期,美国交易所的成交量跃升至166亿股,远高于过去20个交易日119亿股的平均水平。</blockquote></p><p> For the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周,标普500下跌1.9%,道琼斯指数下跌1.7%,纳斯达克下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>周五交易中,甲骨文股价下跌6.4%,此前《华尔街日报》报道称,这家企业软件制造商正在就收购电子医疗记录公司Cerner进行谈判,交易价值可能达到300亿美元。Cerner股价飙升12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>尽管持续的劳工困境削弱了利润,但联邦快递公司周四恢复了最初的2022财年预测,该公司股价上涨近5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.50比1;在纳斯达克,1.16比1的比率有利于上涨者。</blockquote></p><p> The S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下22个52周新高和7个新低;纳斯达克综合指数录得28个新高和341个新低。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html\">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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116106959","content_text":"(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.\nAll three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.\nNvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.\nThe S&P 500 growth index lost 0.7% and the value index declined 1.4%.\nAll of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.\nAdding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.\nTraders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.\n\"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"\nHeavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.\nIn Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.\nThe Nasdaq Composite dropped 0.07% to 15,169.68.\nOn a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.\nWith options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.\nFor the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.\nIn Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.\nFedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.\nThe S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699618868,"gmtCreate":1639791089763,"gmtModify":1639791090050,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"I trust muddy waters ","listText":"I trust muddy waters ","text":"I trust muddy waters","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699618868","repostId":"1160013875","repostType":4,"repost":{"id":"1160013875","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":1639752126,"share":"https://www.laohu8.com/m/news/1160013875?lang=zh_CN&edition=full","pubTime":"2021-12-17 22:42","market":"us","language":"en","title":"Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report<blockquote>Beke驳斥浑水报告后早盘下跌逾5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160013875","media":"Tiger Newspress","summary":"Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report.It today issued the f","content":"<p>Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report.<img src=\"https://static.tigerbbs.com/32df0704b5e81f8fd6aa35aa5921c563\" tg-width=\"766\" tg-height=\"566\" width=\"100%\" height=\"auto\">It today issued the following statement in response to allegations made in a report by Muddy Waters Capital LLC (“Muddy Waters”).</p><p><blockquote>Beke在驳斥浑水公司的报告后,早盘交易中下跌超过5%。它今天发表以下声明,回应浑水资本有限责任公司(“浑水”)在一份报告中提出的指控。</blockquote></p><p> Yesterday, Muddy Waters issued a short seller report attacking Beike. Based upon the Company’s preliminary review and evaluation of the report, the Company believes the report is without merit and contains numerous errors of fact, unsubstantiated statements, and misleading speculations and interpretations. The report also shows a lack of basic understanding of the housing transactions industry in China.</p><p><blockquote>昨日,浑水发布空头报告攻击贝壳。根据公司对该报告的初步审查和评估,公司认为该报告没有价值,包含大量事实错误、未经证实的陈述以及误导性的猜测和解释。该报告还显示出对中国住房交易行业缺乏基本了解。</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>Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report<blockquote>Beke驳斥浑水报告后早盘下跌逾5%</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\">\nBeke fell over 5% in morning trading after it refuted the Muddy Waters’ report<blockquote>Beke驳斥浑水报告后早盘下跌逾5%</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\">2021-12-17 22:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report.<img src=\"https://static.tigerbbs.com/32df0704b5e81f8fd6aa35aa5921c563\" tg-width=\"766\" tg-height=\"566\" width=\"100%\" height=\"auto\">It today issued the following statement in response to allegations made in a report by Muddy Waters Capital LLC (“Muddy Waters”).</p><p><blockquote>Beke在驳斥浑水公司的报告后,早盘交易中下跌超过5%。它今天发表以下声明,回应浑水资本有限责任公司(“浑水”)在一份报告中提出的指控。</blockquote></p><p> Yesterday, Muddy Waters issued a short seller report attacking Beike. Based upon the Company’s preliminary review and evaluation of the report, the Company believes the report is without merit and contains numerous errors of fact, unsubstantiated statements, and misleading speculations and interpretations. The report also shows a lack of basic understanding of the housing transactions industry in China.</p><p><blockquote>昨日,浑水发布空头报告攻击贝壳。根据公司对该报告的初步审查和评估,公司认为该报告没有价值,包含大量事实错误、未经证实的陈述以及误导性的猜测和解释。该报告还显示出对中国住房交易行业缺乏基本了解。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BEKE":"贝壳"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160013875","content_text":"Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report.It today issued the following statement in response to allegations made in a report by Muddy Waters Capital LLC (“Muddy Waters”).\nYesterday, Muddy Waters issued a short seller report attacking Beike. Based upon the Company’s preliminary review and evaluation of the report, the Company believes the report is without merit and contains numerous errors of fact, unsubstantiated statements, and misleading speculations and interpretations. The report also shows a lack of basic understanding of the housing transactions industry in China.","news_type":1,"symbols_score_info":{"BEKE":0.9}},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690542752,"gmtCreate":1639697341007,"gmtModify":1639697341311,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"To the moon! ","listText":"To the moon! ","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690542752","repostId":"2192920942","repostType":4,"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690829327,"gmtCreate":1639656325787,"gmtModify":1639656326086,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ESLT\">$Elbit(ESLT)$</a> This is a good company. Very undervalued! ","listText":"<a href=\"https://laohu8.com/S/ESLT\">$Elbit(ESLT)$</a> This is a good company. Very undervalued! ","text":"$Elbit(ESLT)$ This is a good company. Very undervalued!","images":[{"img":"https://static.tigerbbs.com/b6ecd5d912a751817f758eef45c39224","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690829327","isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":690330860,"gmtCreate":1639630710775,"gmtModify":1639630711027,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"Silly girl... ","listText":"Silly girl... ","text":"Silly girl...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690330860","repostId":"1191022113","repostType":4,"repost":{"id":"1191022113","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":1639626011,"share":"https://www.laohu8.com/m/news/1191022113?lang=zh_CN&edition=full","pubTime":"2021-12-16 11:40","market":"us","language":"en","title":"Cathie Wood Sells Another $88M In Tesla Day After Piling Up Stake In Chinese EV Rival<blockquote>凯西·伍德(Cathie Wood)在增持中国电动汽车竞争对手股份后,在特斯拉日又出售了8800万美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191022113","media":"Benzinga","summary":"Cathie Wood-led Ark Invest on Wednesday sold 90,455 shares — estimated to be worth $88.3 million — i","content":"<p><b>Cathie Wood</b>-led <b>Ark Invest</b> on Wednesday sold 90,455 shares — estimated to be worth $88.3 million — in <b>Tesla Inc</b>, booking profit in the stock as it rose after days of losses.</p><p><blockquote><b>凯西·伍德</b>-led<b>方舟投资</b>周三出售了90,455股股票,估计价值8830万美元<b>特斯拉公司</b>,该股在连续几天下跌后上涨时获利了结。</blockquote></p><p> The stock pared earlier losses to close 1.82% higher at $975.99 a share on Wednesday. The Elon Musk-led company’s shares are up about 34% so far this year and down about 7.5% over the past month.</p><p><blockquote>该股周三收高1.82%,收于每股975.99美元。埃隆·马斯克(Elon Musk)领导的公司股价今年迄今上涨了约34%,过去一个月下跌了约7.5%。</blockquote></p><p> Ark Invest sold the shares via the <b>Ark Innovation ETF</b>(BATS:ARKK), the <b>Ark Autonomous Technology & Robotics ETF</b>(BATS:ARKQ) and the <b>Ark Next Generation Internet ETF</b>(BATS:ARKW) on Wednesday.</p><p><blockquote>Ark Invest通过<b>方舟创新ETF</b>(蝙蝠:ARKK),<b>Ark自主技术与机器人ETF</b>(蝙蝠:ARKQ)和<b>方舟下一代互联网ETF</b>(蝙蝠:ARKW)周三。</blockquote></p><p> Tesla’s weight in ARKK and ARKW had already slipped below the 10% threshold at 8.14% and 9.35%, respectively, ahead of Wednesday’s trade. In ARKQ, it constituted 10.59% of the portfolio.</p><p><blockquote>在周三交易之前,特斯拉在ARKK和ARKW的权重已经跌破10%的门槛,分别为8.14%和9.35%。在ARKQ中,它占投资组合的10.59%。</blockquote></p><p> The three ETFs held 1.99 million shares — worth $1.91 billion — in Tesla, ahead of Wednesday’s trade.</p><p><blockquote>在周三交易之前,这三只ETF持有特斯拉199万股股票,价值19.1亿美元。</blockquote></p><p> Ark Invest has been booking profit in Tesla since September — selling over $3 billion worth of shares — after years of piling up shares in the electric vehicle company at far lower levels.</p><p><blockquote>自9月以来,方舟投资一直在特斯拉寻求盈利——出售价值超过30亿美元的股票——此前,这家电动车公司多年来一直在低得多的水平累积股票。</blockquote></p><p> Tesla continues to be the firm's biggest bet across ETFs — a stock it predicts would hit the $3,000 mark by the end of 2025.</p><p><blockquote>特斯拉仍然是该公司在ETF中最大的押注——预计该股到2025年底将触及3,000美元大关。</blockquote></p><p> Wood favors the automotive industry’s switch to electric vehicles and earlier thismonth started buying sharesin the U.S. listed Chinese electric automaker <b>Xpeng Inc</b>.</p><p><blockquote>伍德支持汽车行业转向电动汽车,并于本月早些时候开始购买这家在美国上市的中国电动汽车制造商的股票<b>小鹏汽车</b>.</blockquote></p><p> Here are the other key trades on Wednesday:</p><p><blockquote>以下是周三的其他关键交易:</blockquote></p><p> <ul> <li>Bought 104,489 shares — estimated to be worth $21.3 million — in <b>Roku Inc</b> on the dip. The stock closed 7.95% lower at $203.94 a share on Wednesday.</li> <li>Bought 705,660 shares — estimated to be worth $13.7 million — in <b>Robinhood Markets Inc</b>. The stock closed 1.93% higher at $19.50 a share.</li> </ul></p><p><blockquote><ul><li>购买了104,489股股票,估计价值2,130万美元<b>Roku公司</b>在下降。该股周三收盘下跌7.95%,至每股203.94美元。</li><li>购买了705,660股股票,估计价值1,370万美元<b>罗宾汉市场公司</b>该股收涨1.93%,报每股19.50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>Cathie Wood Sells Another $88M In Tesla Day After Piling Up Stake In Chinese EV Rival<blockquote>凯西·伍德(Cathie Wood)在增持中国电动汽车竞争对手股份后,在特斯拉日又出售了8800万美元</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\">\nCathie Wood Sells Another $88M In Tesla Day After Piling Up Stake In Chinese EV Rival<blockquote>凯西·伍德(Cathie Wood)在增持中国电动汽车竞争对手股份后,在特斯拉日又出售了8800万美元</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\">2021-12-16 11:40</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Cathie Wood</b>-led <b>Ark Invest</b> on Wednesday sold 90,455 shares — estimated to be worth $88.3 million — in <b>Tesla Inc</b>, booking profit in the stock as it rose after days of losses.</p><p><blockquote><b>凯西·伍德</b>-led<b>方舟投资</b>周三出售了90,455股股票,估计价值8830万美元<b>特斯拉公司</b>,该股在连续几天下跌后上涨时获利了结。</blockquote></p><p> The stock pared earlier losses to close 1.82% higher at $975.99 a share on Wednesday. The Elon Musk-led company’s shares are up about 34% so far this year and down about 7.5% over the past month.</p><p><blockquote>该股周三收高1.82%,收于每股975.99美元。埃隆·马斯克(Elon Musk)领导的公司股价今年迄今上涨了约34%,过去一个月下跌了约7.5%。</blockquote></p><p> Ark Invest sold the shares via the <b>Ark Innovation ETF</b>(BATS:ARKK), the <b>Ark Autonomous Technology & Robotics ETF</b>(BATS:ARKQ) and the <b>Ark Next Generation Internet ETF</b>(BATS:ARKW) on Wednesday.</p><p><blockquote>Ark Invest通过<b>方舟创新ETF</b>(蝙蝠:ARKK),<b>Ark自主技术与机器人ETF</b>(蝙蝠:ARKQ)和<b>方舟下一代互联网ETF</b>(蝙蝠:ARKW)周三。</blockquote></p><p> Tesla’s weight in ARKK and ARKW had already slipped below the 10% threshold at 8.14% and 9.35%, respectively, ahead of Wednesday’s trade. In ARKQ, it constituted 10.59% of the portfolio.</p><p><blockquote>在周三交易之前,特斯拉在ARKK和ARKW的权重已经跌破10%的门槛,分别为8.14%和9.35%。在ARKQ中,它占投资组合的10.59%。</blockquote></p><p> The three ETFs held 1.99 million shares — worth $1.91 billion — in Tesla, ahead of Wednesday’s trade.</p><p><blockquote>在周三交易之前,这三只ETF持有特斯拉199万股股票,价值19.1亿美元。</blockquote></p><p> Ark Invest has been booking profit in Tesla since September — selling over $3 billion worth of shares — after years of piling up shares in the electric vehicle company at far lower levels.</p><p><blockquote>自9月以来,方舟投资一直在特斯拉寻求盈利——出售价值超过30亿美元的股票——此前,这家电动车公司多年来一直在低得多的水平累积股票。</blockquote></p><p> Tesla continues to be the firm's biggest bet across ETFs — a stock it predicts would hit the $3,000 mark by the end of 2025.</p><p><blockquote>特斯拉仍然是该公司在ETF中最大的押注——预计该股到2025年底将触及3,000美元大关。</blockquote></p><p> Wood favors the automotive industry’s switch to electric vehicles and earlier thismonth started buying sharesin the U.S. listed Chinese electric automaker <b>Xpeng Inc</b>.</p><p><blockquote>伍德支持汽车行业转向电动汽车,并于本月早些时候开始购买这家在美国上市的中国电动汽车制造商的股票<b>小鹏汽车</b>.</blockquote></p><p> Here are the other key trades on Wednesday:</p><p><blockquote>以下是周三的其他关键交易:</blockquote></p><p> <ul> <li>Bought 104,489 shares — estimated to be worth $21.3 million — in <b>Roku Inc</b> on the dip. The stock closed 7.95% lower at $203.94 a share on Wednesday.</li> <li>Bought 705,660 shares — estimated to be worth $13.7 million — in <b>Robinhood Markets Inc</b>. The stock closed 1.93% higher at $19.50 a share.</li> </ul></p><p><blockquote><ul><li>购买了104,489股股票,估计价值2,130万美元<b>Roku公司</b>在下降。该股周三收盘下跌7.95%,至每股203.94美元。</li><li>购买了705,660股股票,估计价值1,370万美元<b>罗宾汉市场公司</b>该股收涨1.93%,报每股19.50美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","HOOD":"Robinhood","ARKW":"ARK Next Generation Internet ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF","XPEV":"小鹏汽车","ROKU":"Roku Inc","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191022113","content_text":"Cathie Wood-led Ark Invest on Wednesday sold 90,455 shares — estimated to be worth $88.3 million — in Tesla Inc, booking profit in the stock as it rose after days of losses.\nThe stock pared earlier losses to close 1.82% higher at $975.99 a share on Wednesday. The Elon Musk-led company’s shares are up about 34% so far this year and down about 7.5% over the past month.\nArk Invest sold the shares via the Ark Innovation ETF(BATS:ARKK), the Ark Autonomous Technology & Robotics ETF(BATS:ARKQ) and the Ark Next Generation Internet ETF(BATS:ARKW) on Wednesday.\nTesla’s weight in ARKK and ARKW had already slipped below the 10% threshold at 8.14% and 9.35%, respectively, ahead of Wednesday’s trade. In ARKQ, it constituted 10.59% of the portfolio.\nThe three ETFs held 1.99 million shares — worth $1.91 billion — in Tesla, ahead of Wednesday’s trade.\nArk Invest has been booking profit in Tesla since September — selling over $3 billion worth of shares — after years of piling up shares in the electric vehicle company at far lower levels.\nTesla continues to be the firm's biggest bet across ETFs — a stock it predicts would hit the $3,000 mark by the end of 2025.\nWood favors the automotive industry’s switch to electric vehicles and earlier thismonth started buying sharesin the U.S. listed Chinese electric automaker Xpeng Inc.\nHere are the other key trades on Wednesday:\n\nBought 104,489 shares — estimated to be worth $21.3 million — in Roku Inc on the dip. The stock closed 7.95% lower at $203.94 a share on Wednesday.\nBought 705,660 shares — estimated to be worth $13.7 million — in Robinhood Markets Inc. 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","text":"Please like and comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/898199640","repostId":"1136322726","repostType":4,"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142339492,"gmtCreate":1626131764216,"gmtModify":1633929925898,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"To the moon! ","listText":"To the moon! ","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/142339492","repostId":"1119839711","repostType":4,"repost":{"id":"1119839711","kind":"news","pubTimestamp":1626126339,"share":"https://www.laohu8.com/m/news/1119839711?lang=zh_CN&edition=full","pubTime":"2021-07-13 05:45","market":"us","language":"en","title":"Dow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings<blockquote>道琼斯指数首次收于35,000点,但所有3个股指均在银行财报公布前连续创下历史新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119839711","media":"MarketWatch","summary":"Dow ends just shy of 35,000 milestone.\n\nThe Dow Jones Industrial Average, S&P 500 index and Nasdaq C","content":"<p> <b>Dow ends just shy of 35,000 milestone.</b> The Dow Jones Industrial Average, S&P 500 index and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.</p><p><blockquote><b>道琼斯指数收盘略低于35,000点的里程碑。</b>道琼斯工业平均指数、标普500指数和<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>周一综合指数连续创下纪录,以上周结束的方式开始了本周。</blockquote></p><p> The record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.</p><p><blockquote>创纪录的收官之际,投资者正在等待美联储主席杰罗姆的半年度证词<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>从周三开始,一批经济报告贯穿整个星期,企业季度业绩的非正式开始。</blockquote></p><p> <b>How did stock benchmarks end?</b></p><p><blockquote><b>股票基准是如何结束的?</b></blockquote></p><p> <ul> <li>The Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.</li> <li>S&P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.</li> <li>Nasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.</li> </ul> On Friday, the Dow and S&P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.</p><p><blockquote><ul><li>道琼斯工业平均指数上涨126.02点,涨幅0.4%,收于创纪录的34,996.18点。</li><li>标普500指数SPX,+0.35%上涨15.08点,涨幅0.4%,收于创纪录的4,384.63点,此前触及盘中高点4,386.68点。</li><li>纳斯达克综合指数COMP,+0.21%上涨31.32点,即0.2%,收于创纪录的14,733.24点,此前盘中创下历史新高14,761.08点。</li></ul>周五,道琼斯指数和标普500指数收于历史新高,周涨幅分别约为0.2%和0.4%。纳斯达克综合指数本周收盘创下历史新高,周涨幅为0.4%。</blockquote></p><p> <b>What drove the market?</b></p><p><blockquote><b>是什么推动了市场?</b></blockquote></p><p> Major stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, which<b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> & Co</b>.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a>, and fresh readings on inflation.</p><p><blockquote>周一,主要股指连续上涨至收盘纪录。此次上涨发生在本周晚些时候可能成为催化剂的一些关键事件之前,包括财报季的非正式开始,<b><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>&Co</b>鲍威尔将于周二在国会大厦作证,摩根大通+1.43%<a href=\"https://laohu8.com/S/HIL\">山丘</a>,以及有关通货膨胀的最新读数。</blockquote></p><p> “People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of <a href=\"https://laohu8.com/S/EQR\">Equity</a> Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in <a href=\"https://laohu8.com/S/WASH\">Washington</a> over planned infrastructure spending and potentially higher corporate taxes.</p><p><blockquote>“人们认为盈利将会强劲,这可能会推动市场走高,”<a href=\"https://laohu8.com/S/EQR\">公平</a>Amundi U.S.的收入,并补充说,目前,盈利已经掩盖了<a href=\"https://laohu8.com/S/WASH\">华盛顿州</a>超过计划的基础设施支出和可能更高的公司税。</blockquote></p><p> “Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.</p><p><blockquote>凯里对MarketWatch表示:“大多数人似乎都关注经济实力以及更好的盈利来支撑股价的可能性,而股价肯定处于高位。”</blockquote></p><p> Equity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.</p><p><blockquote>股市上周经历了一轮动荡,随后以繁荣告终,部分原因是美国国债收益率下降。政府债务利率的下调引发了人们对美国经济从疫情复苏的前景的质疑。COVID-19德尔塔变异毒株的蔓延已成为一个令人担忧的问题,但某些细分市场的高估值也是一个令人担忧的问题。</blockquote></p><p> Questions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.</p><p><blockquote>面对越来越多的通胀渗透证据,人们对美联储货币政策的质疑也被指责为部分交易不稳定的原因。</blockquote></p><p> Yields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.</p><p><blockquote>周一,10年期国债收益率MUBMUSD10Y, 1.365%小幅上涨不到一个基点至1.362%,而30年期国债收益率MUBMUSD30Y, 2.000%上涨1.2个基点至1.993%,接近2月份的低点。</blockquote></p><p> Federal Reserve Bank ofNew York President John <a href=\"https://laohu8.com/S/WMB\">Williams</a> told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.</p><p><blockquote>纽约联邦储备银行行长约翰<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>周一对记者表示,缩减每月1200亿美元债券购买刺激计划的条件尚未满足。</blockquote></p><p> Although inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.</p><p><blockquote>尽管通胀和增长峰值的担忧继续渗透并令美国家庭担忧,但一些策略师表示,这些担忧对市场来说可能被“过度炒作”。</blockquote></p><p> “Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.</p><p><blockquote>由杰森·普莱德和迈克尔·雷诺兹领导的格伦梅德团队在周一的一份报告中写道:“之前的通胀担忧和当前的增长峰值担忧都可能是对近期趋势的过度推断,不会持续下去。”</blockquote></p><p> “Markets may remain volatile as they attempt to adjust to the rapidly evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”</p><p><blockquote>“在从大流行中持续复苏的过程中,市场试图适应快速变化的信息流,可能会保持波动”,但这些因素“不应对市场造成长期破坏”。</blockquote></p><p> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>也一直在关注delta驱动的COVID感染。美国以3385万例COVID病例和607156例死亡位居世界第一。安东尼·福奇博士周一表示,目前不需要加强剂,但周日CNN inview表示,看到保守派为低疫苗接种率欢呼是“令人震惊的”,并指责“意识形态僵化”阻碍了抗击疫情的斗争。</blockquote></p><p> “We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, <a href=\"https://laohu8.com/S/OXM\">Oxford</a> Economics’ director of global macro research wrote Monday.</p><p><blockquote>“我们长期以来一直警告说,疫苗接种不太可能引发向正常状态的平稳过渡,”本·梅说,<a href=\"https://laohu8.com/S/OXM\">牛津大学</a>经济学全球宏观研究总监周一写道。</blockquote></p><p> No key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.</p><p><blockquote>在经济报告繁忙的一周之前,周一没有关键数据公布,首先是周二的消费者价格数据。</blockquote></p><p> Separately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.</p><p><blockquote>另外,投资者还关注20国集团财长之间的讨论,他们正试图评估全球最低税提案的潜在影响。</blockquote></p><p></p><p> “We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.</p><p><blockquote>“我们需要可持续的收入来源,而不是依赖于进一步对工人工资征税和加剧我们都致力于缩小的经济差距,”美国财政部长珍妮特·耶伦在向欧盟国家发表的关于修改国际企业税法的讲话中表示。</blockquote></p><p> “We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.</p><p><blockquote>她说:“我们需要制止企业将资本收入转移到低税收管辖区,以及让他们逃避支付公平份额的会计噱头。”</blockquote></p><p> <b>Which companies were in focus?</b></p><p><blockquote><b>哪些公司成为焦点?</b></blockquote></p><p> <ul> <li><b><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc</b>.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.</li> <li><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc</b>.AAPL,-0.42% shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.</li> <li><b><a href=\"https://laohu8.com/S/LB\">L Brands Inc</a></b>.LB,+4.16% said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret & Co.‘s underwear unit as “VSCO,” while the Bath & BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.</li> <li><b><a href=\"https://laohu8.com/S/GME\">GameStop</a> Inc</b>.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.</li> <li>Weber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to trade on the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange under the ticker WEBR.</li> <li>Shares of<b><a href=\"https://laohu8.com/S/SPCE.WS\">Virgin Galactic Holdings Inc</a>.</b> SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into suborbital space on the company’s VSS <a href=\"https://laohu8.com/S/UNTY\">Unity</a> rocket-powered spaceplane.</li> <li><b>Couchbase Inc</b>. BASE, a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’</li> <li>Shares of<b>Moderna Inc</b>. MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.</li> <li>Shares of<b><a href=\"https://laohu8.com/S/SWI\">SolarWinds Corp</a>.</b> SWI were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.</li> </ul> <b>How did other assets trade?</b></p><p><blockquote><ul><li><b><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>Inc</b>.AVGO,+1.16%据《华尔街日报》报道,这家芯片和软件公司正在就收购SAS Institute Inc.进行谈判,这笔交易的估值可能达到150亿至200亿美元,周一股价上涨1.2%。</li><li><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>Inc</b>特拉华联邦法官驳回了Blix Inc.的诉讼,称该诉讼未能证明苹果如何损害了移动操作系统市场的竞争,该公司股价一天下跌0.4%。</li><li><b><a href=\"https://laohu8.com/S/LB\">L品牌公司</a></b>LB表示,从8月3日开始,该公司将分拆为两家上市公司,维多利亚的秘密(Victoria's Secret&Co.)的内衣部门将更名为“VSCO”,而Bath&BodyWorks Inc.的子公司将更名为“BBWI”。</li><li><b><a href=\"https://laohu8.com/S/GME\">游戏驿站</a>Inc</b>.GME,-1.04%周一,Ascendiant Capital Markets将其12个月目标价从10美元上调至25美元,但仍远未接近该公司周一189.25美元的收盘价。</li><li>户外烤架制造商韦伯(Weber)已申请上市,距其标志性的圆顶状烤架问世已近50年。股票将于<a href=\"https://laohu8.com/S/NWY\">纽约</a>证券交易所,股票代码为WEBR。</li><li>本公司之股份<b><a href=\"https://laohu8.com/S/SPCE.WS\">维珍银河控股公司</a>.</b>SPCEskid周一下跌17.3%,这是自2020年3月16日以来的最大单日跌幅,此前一天创始人理查德·布兰森(Richard Branson)和五名机组人员乘坐该公司的VSS成功飞入亚轨道空间<a href=\"https://laohu8.com/S/UNTY\">团结</a>火箭动力太空飞机。</li><li><b>沙发基地公司</b>企业应用数据库提供商.BASE周一设定了首次公开募股的条款,计划发行700万股,每股定价20至23美元。该公司已申请在纳斯达克上市,股票代码为“BASE”。</li><li>本公司之股份<b>现代公司</b>.MRNA周一上涨2.8%,此前该公司表示将向阿根廷供应2000万剂COVID-19疫苗。</li><li>本公司之股份<b><a href=\"https://laohu8.com/S/SWI\">SolarWinds公司</a>.</b>尽管这家信息技术基础设施管理软件公司提供了乐观的第二季度收入前景,但SWI周一仍下跌1.8%。</li></ul><b>其他资产是如何交易的?</b></blockquote></p><p> <ul> <li>The ICE U.S. Dollar Index DXY, a measure of the currency against six major rivals, was up 0.1%.</li> <li>Oil futures closed lower Monday, with the U.S. benchmark CL00 CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold GC00 settled 0.3% lower at $1,805.90 an ounce.</li> <li>In European equities, the Stoxx Europe 600 SXXP closed 0.7% higher, while London’s <a href=\"https://laohu8.com/S/.100.UK\">FTSE 100</a> UKX finished up 0.05% on Monday.</li> <li>In <a href=\"https://laohu8.com/S/00662\">Asia</a>, the Shanghai Composite SHCOMP gained 0.7%, Hong Kong’s Hang Seng Index HSI rose 0.6% on the session and Japan’s Nikkei 225 NIK rallied 2.3% on Monday.</li> </ul></p><p><blockquote><ul><li>衡量美元兑六个主要竞争对手的ICE美元指数DXY上涨0.1%。</li><li>石油期货周一收低,美国基准Cl 00 Cl.1,-0.51%下跌0.6%,收于每桶74.10美元。黄金GC 00收跌0.3%,报每盎司1805.90美元。</li><li>欧洲股市方面,斯托克欧洲600指数收盘上涨0.7%,而伦敦股市收盘上涨0.7%<a href=\"https://laohu8.com/S/.100.UK\">富时100</a>UKX周一收盘上涨0.05%。</li><li>在<a href=\"https://laohu8.com/S/00662\">亚洲</a>周一,上证综指上涨0.7%,恒生指数恒生指数上涨0.6%,日经225指数上涨2.3%。</li></ul></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>Dow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings<blockquote>道琼斯指数首次收于35,000点,但所有3个股指均在银行财报公布前连续创下历史新高</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\">\nDow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings<blockquote>道琼斯指数首次收于35,000点,但所有3个股指均在银行财报公布前连续创下历史新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-13 05:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Dow ends just shy of 35,000 milestone.</b> The Dow Jones Industrial Average, S&P 500 index and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.</p><p><blockquote><b>道琼斯指数收盘略低于35,000点的里程碑。</b>道琼斯工业平均指数、标普500指数和<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>周一综合指数连续创下纪录,以上周结束的方式开始了本周。</blockquote></p><p> The record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.</p><p><blockquote>创纪录的收官之际,投资者正在等待美联储主席杰罗姆的半年度证词<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>从周三开始,一批经济报告贯穿整个星期,企业季度业绩的非正式开始。</blockquote></p><p> <b>How did stock benchmarks end?</b></p><p><blockquote><b>股票基准是如何结束的?</b></blockquote></p><p> <ul> <li>The Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.</li> <li>S&P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.</li> <li>Nasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.</li> </ul> On Friday, the Dow and S&P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.</p><p><blockquote><ul><li>道琼斯工业平均指数上涨126.02点,涨幅0.4%,收于创纪录的34,996.18点。</li><li>标普500指数SPX,+0.35%上涨15.08点,涨幅0.4%,收于创纪录的4,384.63点,此前触及盘中高点4,386.68点。</li><li>纳斯达克综合指数COMP,+0.21%上涨31.32点,即0.2%,收于创纪录的14,733.24点,此前盘中创下历史新高14,761.08点。</li></ul>周五,道琼斯指数和标普500指数收于历史新高,周涨幅分别约为0.2%和0.4%。纳斯达克综合指数本周收盘创下历史新高,周涨幅为0.4%。</blockquote></p><p> <b>What drove the market?</b></p><p><blockquote><b>是什么推动了市场?</b></blockquote></p><p> Major stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, which<b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> & Co</b>.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a>, and fresh readings on inflation.</p><p><blockquote>周一,主要股指连续上涨至收盘纪录。此次上涨发生在本周晚些时候可能成为催化剂的一些关键事件之前,包括财报季的非正式开始,<b><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>&Co</b>鲍威尔将于周二在国会大厦作证,摩根大通+1.43%<a href=\"https://laohu8.com/S/HIL\">山丘</a>,以及有关通货膨胀的最新读数。</blockquote></p><p> “People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of <a href=\"https://laohu8.com/S/EQR\">Equity</a> Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in <a href=\"https://laohu8.com/S/WASH\">Washington</a> over planned infrastructure spending and potentially higher corporate taxes.</p><p><blockquote>“人们认为盈利将会强劲,这可能会推动市场走高,”<a href=\"https://laohu8.com/S/EQR\">公平</a>Amundi U.S.的收入,并补充说,目前,盈利已经掩盖了<a href=\"https://laohu8.com/S/WASH\">华盛顿州</a>超过计划的基础设施支出和可能更高的公司税。</blockquote></p><p> “Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.</p><p><blockquote>凯里对MarketWatch表示:“大多数人似乎都关注经济实力以及更好的盈利来支撑股价的可能性,而股价肯定处于高位。”</blockquote></p><p> Equity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.</p><p><blockquote>股市上周经历了一轮动荡,随后以繁荣告终,部分原因是美国国债收益率下降。政府债务利率的下调引发了人们对美国经济从疫情复苏的前景的质疑。COVID-19德尔塔变异毒株的蔓延已成为一个令人担忧的问题,但某些细分市场的高估值也是一个令人担忧的问题。</blockquote></p><p> Questions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.</p><p><blockquote>面对越来越多的通胀渗透证据,人们对美联储货币政策的质疑也被指责为部分交易不稳定的原因。</blockquote></p><p> Yields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.</p><p><blockquote>周一,10年期国债收益率MUBMUSD10Y, 1.365%小幅上涨不到一个基点至1.362%,而30年期国债收益率MUBMUSD30Y, 2.000%上涨1.2个基点至1.993%,接近2月份的低点。</blockquote></p><p> Federal Reserve Bank ofNew York President John <a href=\"https://laohu8.com/S/WMB\">Williams</a> told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.</p><p><blockquote>纽约联邦储备银行行长约翰<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>周一对记者表示,缩减每月1200亿美元债券购买刺激计划的条件尚未满足。</blockquote></p><p> Although inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.</p><p><blockquote>尽管通胀和增长峰值的担忧继续渗透并令美国家庭担忧,但一些策略师表示,这些担忧对市场来说可能被“过度炒作”。</blockquote></p><p> “Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.</p><p><blockquote>由杰森·普莱德和迈克尔·雷诺兹领导的格伦梅德团队在周一的一份报告中写道:“之前的通胀担忧和当前的增长峰值担忧都可能是对近期趋势的过度推断,不会持续下去。”</blockquote></p><p> “Markets may remain volatile as they attempt to adjust to the rapidly evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”</p><p><blockquote>“在从大流行中持续复苏的过程中,市场试图适应快速变化的信息流,可能会保持波动”,但这些因素“不应对市场造成长期破坏”。</blockquote></p><p> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>也一直在关注delta驱动的COVID感染。美国以3385万例COVID病例和607156例死亡位居世界第一。安东尼·福奇博士周一表示,目前不需要加强剂,但周日CNN inview表示,看到保守派为低疫苗接种率欢呼是“令人震惊的”,并指责“意识形态僵化”阻碍了抗击疫情的斗争。</blockquote></p><p> “We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, <a href=\"https://laohu8.com/S/OXM\">Oxford</a> Economics’ director of global macro research wrote Monday.</p><p><blockquote>“我们长期以来一直警告说,疫苗接种不太可能引发向正常状态的平稳过渡,”本·梅说,<a href=\"https://laohu8.com/S/OXM\">牛津大学</a>经济学全球宏观研究总监周一写道。</blockquote></p><p> No key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.</p><p><blockquote>在经济报告繁忙的一周之前,周一没有关键数据公布,首先是周二的消费者价格数据。</blockquote></p><p> Separately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.</p><p><blockquote>另外,投资者还关注20国集团财长之间的讨论,他们正试图评估全球最低税提案的潜在影响。</blockquote></p><p></p><p> “We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.</p><p><blockquote>“我们需要可持续的收入来源,而不是依赖于进一步对工人工资征税和加剧我们都致力于缩小的经济差距,”美国财政部长珍妮特·耶伦在向欧盟国家发表的关于修改国际企业税法的讲话中表示。</blockquote></p><p> “We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.</p><p><blockquote>她说:“我们需要制止企业将资本收入转移到低税收管辖区,以及让他们逃避支付公平份额的会计噱头。”</blockquote></p><p> <b>Which companies were in focus?</b></p><p><blockquote><b>哪些公司成为焦点?</b></blockquote></p><p> <ul> <li><b><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc</b>.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.</li> <li><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc</b>.AAPL,-0.42% shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.</li> <li><b><a href=\"https://laohu8.com/S/LB\">L Brands Inc</a></b>.LB,+4.16% said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret & Co.‘s underwear unit as “VSCO,” while the Bath & BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.</li> <li><b><a href=\"https://laohu8.com/S/GME\">GameStop</a> Inc</b>.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.</li> <li>Weber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to trade on the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange under the ticker WEBR.</li> <li>Shares of<b><a href=\"https://laohu8.com/S/SPCE.WS\">Virgin Galactic Holdings Inc</a>.</b> SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into suborbital space on the company’s VSS <a href=\"https://laohu8.com/S/UNTY\">Unity</a> rocket-powered spaceplane.</li> <li><b>Couchbase Inc</b>. BASE, a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’</li> <li>Shares of<b>Moderna Inc</b>. MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.</li> <li>Shares of<b><a href=\"https://laohu8.com/S/SWI\">SolarWinds Corp</a>.</b> SWI were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.</li> </ul> <b>How did other assets trade?</b></p><p><blockquote><ul><li><b><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>Inc</b>.AVGO,+1.16%据《华尔街日报》报道,这家芯片和软件公司正在就收购SAS Institute Inc.进行谈判,这笔交易的估值可能达到150亿至200亿美元,周一股价上涨1.2%。</li><li><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>Inc</b>特拉华联邦法官驳回了Blix Inc.的诉讼,称该诉讼未能证明苹果如何损害了移动操作系统市场的竞争,该公司股价一天下跌0.4%。</li><li><b><a href=\"https://laohu8.com/S/LB\">L品牌公司</a></b>LB表示,从8月3日开始,该公司将分拆为两家上市公司,维多利亚的秘密(Victoria's Secret&Co.)的内衣部门将更名为“VSCO”,而Bath&BodyWorks Inc.的子公司将更名为“BBWI”。</li><li><b><a href=\"https://laohu8.com/S/GME\">游戏驿站</a>Inc</b>.GME,-1.04%周一,Ascendiant Capital Markets将其12个月目标价从10美元上调至25美元,但仍远未接近该公司周一189.25美元的收盘价。</li><li>户外烤架制造商韦伯(Weber)已申请上市,距其标志性的圆顶状烤架问世已近50年。股票将于<a href=\"https://laohu8.com/S/NWY\">纽约</a>证券交易所,股票代码为WEBR。</li><li>本公司之股份<b><a href=\"https://laohu8.com/S/SPCE.WS\">维珍银河控股公司</a>.</b>SPCEskid周一下跌17.3%,这是自2020年3月16日以来的最大单日跌幅,此前一天创始人理查德·布兰森(Richard Branson)和五名机组人员乘坐该公司的VSS成功飞入亚轨道空间<a href=\"https://laohu8.com/S/UNTY\">团结</a>火箭动力太空飞机。</li><li><b>沙发基地公司</b>企业应用数据库提供商.BASE周一设定了首次公开募股的条款,计划发行700万股,每股定价20至23美元。该公司已申请在纳斯达克上市,股票代码为“BASE”。</li><li>本公司之股份<b>现代公司</b>.MRNA周一上涨2.8%,此前该公司表示将向阿根廷供应2000万剂COVID-19疫苗。</li><li>本公司之股份<b><a href=\"https://laohu8.com/S/SWI\">SolarWinds公司</a>.</b>尽管这家信息技术基础设施管理软件公司提供了乐观的第二季度收入前景,但SWI周一仍下跌1.8%。</li></ul><b>其他资产是如何交易的?</b></blockquote></p><p> <ul> <li>The ICE U.S. Dollar Index DXY, a measure of the currency against six major rivals, was up 0.1%.</li> <li>Oil futures closed lower Monday, with the U.S. benchmark CL00 CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold GC00 settled 0.3% lower at $1,805.90 an ounce.</li> <li>In European equities, the Stoxx Europe 600 SXXP closed 0.7% higher, while London’s <a href=\"https://laohu8.com/S/.100.UK\">FTSE 100</a> UKX finished up 0.05% on Monday.</li> <li>In <a href=\"https://laohu8.com/S/00662\">Asia</a>, the Shanghai Composite SHCOMP gained 0.7%, Hong Kong’s Hang Seng Index HSI rose 0.6% on the session and Japan’s Nikkei 225 NIK rallied 2.3% on Monday.</li> </ul></p><p><blockquote><ul><li>衡量美元兑六个主要竞争对手的ICE美元指数DXY上涨0.1%。</li><li>石油期货周一收低,美国基准Cl 00 Cl.1,-0.51%下跌0.6%,收于每桶74.10美元。黄金GC 00收跌0.3%,报每盎司1805.90美元。</li><li>欧洲股市方面,斯托克欧洲600指数收盘上涨0.7%,而伦敦股市收盘上涨0.7%<a href=\"https://laohu8.com/S/.100.UK\">富时100</a>UKX周一收盘上涨0.05%。</li><li>在<a href=\"https://laohu8.com/S/00662\">亚洲</a>周一,上证综指上涨0.7%,恒生指数恒生指数上涨0.6%,日经225指数上涨2.3%。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/dow-set-for-pullback-from-records-tech-stocks-seen-buoyant-as-investors-await-earnings-powell-and-fresh-inflation-data-11626089989?mod=hp_LATEST\">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":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/dow-set-for-pullback-from-records-tech-stocks-seen-buoyant-as-investors-await-earnings-powell-and-fresh-inflation-data-11626089989?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119839711","content_text":"Dow ends just shy of 35,000 milestone.\n\nThe Dow Jones Industrial Average, S&P 500 index and Nasdaq Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.\nThe record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome Powell beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.\nHow did stock benchmarks end?\n\nThe Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.\nS&P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.\nNasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.\n\nOn Friday, the Dow and S&P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.\nWhat drove the market?\nMajor stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, whichJPMorgan Chase & Co.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol Hill, and fresh readings on inflation.\n“People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of Equity Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in Washington over planned infrastructure spending and potentially higher corporate taxes.\n“Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.\nEquity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.\nQuestions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.\nYields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.\nFederal Reserve Bank ofNew York President John Williams told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.\nAlthough inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.\n“Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.\n“Markets may remain volatile as they attempt to adjust to the rapidly evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”\nInvestors also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.\n“We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, Oxford Economics’ director of global macro research wrote Monday.\nNo key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.\nSeparately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.\n“We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.\n“We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.\nWhich companies were in focus?\n\nBroadcom Inc.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.\nApple Inc.AAPL,-0.42% shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.\nL Brands Inc.LB,+4.16% said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret & Co.‘s underwear unit as “VSCO,” while the Bath & BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.\nGameStop Inc.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.\nWeber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to trade on the New York Stock Exchange under the ticker WEBR.\nShares ofVirgin Galactic Holdings Inc. SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into suborbital space on the company’s VSS Unity rocket-powered spaceplane.\nCouchbase Inc. BASE, a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’\nShares ofModerna Inc. MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.\nShares ofSolarWinds Corp. SWI were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.\n\nHow did other assets trade?\n\nThe ICE U.S. Dollar Index DXY, a measure of the currency against six major rivals, was up 0.1%.\nOil futures closed lower Monday, with the U.S. benchmark CL00 CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold GC00 settled 0.3% lower at $1,805.90 an ounce.\nIn European equities, the Stoxx Europe 600 SXXP closed 0.7% higher, while London’s FTSE 100 UKX finished up 0.05% on Monday.\nIn Asia, the Shanghai Composite SHCOMP gained 0.7%, Hong Kong’s Hang Seng Index HSI rose 0.6% on the session and Japan’s Nikkei 225 NIK rallied 2.3% on Monday.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141594066,"gmtCreate":1625879155255,"gmtModify":1633936504080,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"To the moon! ","listText":"To the moon! ","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/141594066","repostId":"2150030193","repostType":4,"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156079687,"gmtCreate":1625188363449,"gmtModify":1633942759563,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"Up up up to the moonPlease like and comment! ","listText":"Up up up to the moonPlease like and comment! ","text":"Up up up to the moonPlease like and comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/156079687","repostId":"1175817125","repostType":4,"repost":{"id":"1175817125","kind":"news","pubTimestamp":1625180880,"share":"https://www.laohu8.com/m/news/1175817125?lang=zh_CN&edition=full","pubTime":"2021-07-02 07:08","market":"us","language":"en","title":"S&P 500 winning streak extends to sixth straight record close<blockquote>标普500连胜纪录延续至六连胜纪录收盘</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175817125","media":"Reuters","summary":"NEW YORK - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.Investors now eye Friday’s much-anticipated employment report.The bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.“Historical data shows if you have a strong first half, the second half of the year was ac","content":"<p>NEW YORK (Reuters) - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.</p><p><blockquote>路透纽约4月5日电——标普500周四连续第六次创下历史收盘新高,新的季度和下半年以乐观的经济数据和广泛的反弹开始。</blockquote></p><p> Investors now eye Friday’s much-anticipated employment report.</p><p><blockquote>投资者现在关注周五备受期待的就业报告。</blockquote></p><p> The bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.</p><p><blockquote>该领头羊指数正在享受自2月初以来最长的连涨,上一次连续六次创下历史新高是在去年8月。</blockquote></p><p> “Historical data shows if you have a strong first half, the second half of the year was actually going even stronger,” said Ross Mayfield, investment strategy analyst with Baird Private Wealth.</p><p><blockquote>Baird Private Wealth投资策略分析师罗斯·梅菲尔德(Ross Mayfield)表示:“历史数据显示,如果上半年表现强劲,那么下半年实际上会更加强劲。”</blockquote></p><p> All three major U.S. stock indexes ended the session in positive territory, but a decline in tech shares - led by microchips - tempered the Nasdaq’s gain.</p><p><blockquote>美国三大股指均收涨,但以微芯片为首的科技股下跌削弱了纳斯达克的涨幅。</blockquote></p><p> The Philadelphia SE Semiconductor index slid 1.5%</p><p><blockquote>费城SE半导体指数下跌1.5%</blockquote></p><p> “For markets so far this year, boring is beautiful,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York. “Economic growth has been strong enough to support prices and many asset classes are trading with historically low volatility.”</p><p><blockquote>纽约Lenox Wealth Advisors首席投资官David Carter表示:“对于今年迄今为止的市场来说,无聊是美好的。”“经济增长强劲,足以支撑价格,许多资产类别的交易波动性处于历史低位。”</blockquote></p><p> “It feels like investors left for the Fourth of July weekend about three months ago.”</p><p><blockquote>“感觉投资者大约三个月前就离开了7月4日周末。”</blockquote></p><p> The ongoing worker shortage, attributed to federal emergency unemployment benefits, a childcare shortage and lingering pandemic fears, was a common theme in the day’s economic data.</p><p><blockquote>由于联邦紧急失业救济金、儿童保育短缺和挥之不去的大流行担忧,持续的工人短缺是当天经济数据中的一个共同主题。</blockquote></p><p> Jobless claims continued their downward trajectory according to the Labor Department, touching their lowest level since the pandemic shutdown, and a report from Challenger, Gray & Christmas showed planned layoffs by U.S. firms were down 88% from last year, hitting a 21-year low.</p><p><blockquote>根据劳工部的数据,初请失业金人数继续下降,达到大流行关闭以来的最低水平,Challenger,Gray&Christmas的一份报告显示,美国企业的计划裁员人数比去年下降了88%,创下21年来的新低。</blockquote></p><p> Activity at U.S. factories expanded at a slightly decelerated pace in June, according to the Institute for Supply Management’s (ISM) purchasing managers’ index (PMI), with the employment component dipping into contraction for the first time since November. The prices paid index, driven higher by the current demand/supply imbalance, soared to its highest level since 1979, according to ISM.</p><p><blockquote>根据美国供应管理协会(ISM)的采购经理人指数(PMI),6月份美国工厂活动扩张速度略有放缓,其中就业部分自11月份以来首次陷入收缩。根据ISM的数据,在当前供需失衡的推动下,支付价格指数飙升至1979年以来的最高水平。</blockquote></p><p> “The employment and manufacturing data released today supported the idea of continued growth but at a decelerated rate,” Carter added.</p><p><blockquote>卡特补充道:“今天公布的就业和制造业数据支持了持续增长但增速放缓的观点。”</blockquote></p><p> Friday’s hotly anticipated jobs report is expected to show payrolls growing by 700,000 and unemployment inching down to 5.7%. A robust upside surprise could lead the U.S. Federal Reserve to adjust its timetable for tapering its securities purchases and raising key interest rates.</p><p><blockquote>周五备受期待的就业报告预计将显示就业人数增加70万,失业率小幅下降至5.7%。强劲的上行意外可能会导致美联储调整缩减证券购买和提高关键利率的时间表。</blockquote></p><p> “Too-strong economic data could perversely be a bad thing for markets if it caused the Fed to raise rates faster than expected,” Carter said. “Weak employment data may actually be welcomed.”</p><p><blockquote>卡特表示:“如果过于强劲的经济数据导致美联储加息速度快于预期,那么对市场来说可能是一件坏事。”“疲软的就业数据实际上可能会受到欢迎。”</blockquote></p><p> The Dow Jones Industrial Average rose 131.02 points, or 0.38%, to 34,633.53, the S&P 500 gained 22.44 points, or 0.52%, to 4,319.94 and the Nasdaq Composite added 18.42 points, or 0.13%, to 14,522.38.</p><p><blockquote>道琼斯工业平均指数上涨131.02点,涨幅0.38%,至34,633.53点;标普500上涨22.44点,涨幅0.52%,至4,319.94点;纳斯达克综合指数上涨18.42点,涨幅0.13%,至14,522.38点。</blockquote></p><p> Of the 11 major sectors in the S&P 500, consumer staples was the sole loser, shedding 0.3%.</p><p><blockquote>在标普500的11个主要板块中,必需消费品是唯一的跌幅,下跌0.3%。</blockquote></p><p> Walgreens Boots Alliance Inc dropped 7.4% after it said it expects to administer fewer COVID-19 vaccine shots in the fourth quarter.</p><p><blockquote>沃尔格林博姿联盟公司(Walgreens Boots Alliance Inc)表示预计第四季度将减少COVID-19疫苗注射量,股价下跌7.4%。</blockquote></p><p> Didi Global Inc jumped 16.0%, on its second day of trading as a U.S.-listed company.</p><p><blockquote>滴滴出行在美国上市第二天上涨16.0%。</blockquote></p><p> Micron Technology Inc slid by 5.7% following a report that Texas Instruments would buy Micron’s Lehi, Utah, factory for $900 million.</p><p><blockquote>有报道称德州仪器(Texas Instruments)将以9亿美元收购美光科技(Micron Technology Inc)位于犹他州利希(Lehi)的工厂,该公司股价下跌5.7%。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.32-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.78比1;在纳斯达克,1.32比1的比率有利于上涨者。</blockquote></p><p> The S&P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 78 new highs and 30 new lows.</p><p><blockquote>标普500创下36个52周新高,无新低;纳斯达克综合指数录得78个新高和30个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.53 billion shares, compared with the 10.9 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为95.3亿股,而过去20个交易日的平均成交量为109亿股。</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 winning streak extends to sixth straight record close<blockquote>标普500连胜纪录延续至六连胜纪录收盘</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 winning streak extends to sixth straight record close<blockquote>标普500连胜纪录延续至六连胜纪录收盘</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-02 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.</p><p><blockquote>路透纽约4月5日电——标普500周四连续第六次创下历史收盘新高,新的季度和下半年以乐观的经济数据和广泛的反弹开始。</blockquote></p><p> Investors now eye Friday’s much-anticipated employment report.</p><p><blockquote>投资者现在关注周五备受期待的就业报告。</blockquote></p><p> The bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.</p><p><blockquote>该领头羊指数正在享受自2月初以来最长的连涨,上一次连续六次创下历史新高是在去年8月。</blockquote></p><p> “Historical data shows if you have a strong first half, the second half of the year was actually going even stronger,” said Ross Mayfield, investment strategy analyst with Baird Private Wealth.</p><p><blockquote>Baird Private Wealth投资策略分析师罗斯·梅菲尔德(Ross Mayfield)表示:“历史数据显示,如果上半年表现强劲,那么下半年实际上会更加强劲。”</blockquote></p><p> All three major U.S. stock indexes ended the session in positive territory, but a decline in tech shares - led by microchips - tempered the Nasdaq’s gain.</p><p><blockquote>美国三大股指均收涨,但以微芯片为首的科技股下跌削弱了纳斯达克的涨幅。</blockquote></p><p> The Philadelphia SE Semiconductor index slid 1.5%</p><p><blockquote>费城SE半导体指数下跌1.5%</blockquote></p><p> “For markets so far this year, boring is beautiful,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York. “Economic growth has been strong enough to support prices and many asset classes are trading with historically low volatility.”</p><p><blockquote>纽约Lenox Wealth Advisors首席投资官David Carter表示:“对于今年迄今为止的市场来说,无聊是美好的。”“经济增长强劲,足以支撑价格,许多资产类别的交易波动性处于历史低位。”</blockquote></p><p> “It feels like investors left for the Fourth of July weekend about three months ago.”</p><p><blockquote>“感觉投资者大约三个月前就离开了7月4日周末。”</blockquote></p><p> The ongoing worker shortage, attributed to federal emergency unemployment benefits, a childcare shortage and lingering pandemic fears, was a common theme in the day’s economic data.</p><p><blockquote>由于联邦紧急失业救济金、儿童保育短缺和挥之不去的大流行担忧,持续的工人短缺是当天经济数据中的一个共同主题。</blockquote></p><p> Jobless claims continued their downward trajectory according to the Labor Department, touching their lowest level since the pandemic shutdown, and a report from Challenger, Gray & Christmas showed planned layoffs by U.S. firms were down 88% from last year, hitting a 21-year low.</p><p><blockquote>根据劳工部的数据,初请失业金人数继续下降,达到大流行关闭以来的最低水平,Challenger,Gray&Christmas的一份报告显示,美国企业的计划裁员人数比去年下降了88%,创下21年来的新低。</blockquote></p><p> Activity at U.S. factories expanded at a slightly decelerated pace in June, according to the Institute for Supply Management’s (ISM) purchasing managers’ index (PMI), with the employment component dipping into contraction for the first time since November. The prices paid index, driven higher by the current demand/supply imbalance, soared to its highest level since 1979, according to ISM.</p><p><blockquote>根据美国供应管理协会(ISM)的采购经理人指数(PMI),6月份美国工厂活动扩张速度略有放缓,其中就业部分自11月份以来首次陷入收缩。根据ISM的数据,在当前供需失衡的推动下,支付价格指数飙升至1979年以来的最高水平。</blockquote></p><p> “The employment and manufacturing data released today supported the idea of continued growth but at a decelerated rate,” Carter added.</p><p><blockquote>卡特补充道:“今天公布的就业和制造业数据支持了持续增长但增速放缓的观点。”</blockquote></p><p> Friday’s hotly anticipated jobs report is expected to show payrolls growing by 700,000 and unemployment inching down to 5.7%. A robust upside surprise could lead the U.S. Federal Reserve to adjust its timetable for tapering its securities purchases and raising key interest rates.</p><p><blockquote>周五备受期待的就业报告预计将显示就业人数增加70万,失业率小幅下降至5.7%。强劲的上行意外可能会导致美联储调整缩减证券购买和提高关键利率的时间表。</blockquote></p><p> “Too-strong economic data could perversely be a bad thing for markets if it caused the Fed to raise rates faster than expected,” Carter said. “Weak employment data may actually be welcomed.”</p><p><blockquote>卡特表示:“如果过于强劲的经济数据导致美联储加息速度快于预期,那么对市场来说可能是一件坏事。”“疲软的就业数据实际上可能会受到欢迎。”</blockquote></p><p> The Dow Jones Industrial Average rose 131.02 points, or 0.38%, to 34,633.53, the S&P 500 gained 22.44 points, or 0.52%, to 4,319.94 and the Nasdaq Composite added 18.42 points, or 0.13%, to 14,522.38.</p><p><blockquote>道琼斯工业平均指数上涨131.02点,涨幅0.38%,至34,633.53点;标普500上涨22.44点,涨幅0.52%,至4,319.94点;纳斯达克综合指数上涨18.42点,涨幅0.13%,至14,522.38点。</blockquote></p><p> Of the 11 major sectors in the S&P 500, consumer staples was the sole loser, shedding 0.3%.</p><p><blockquote>在标普500的11个主要板块中,必需消费品是唯一的跌幅,下跌0.3%。</blockquote></p><p> Walgreens Boots Alliance Inc dropped 7.4% after it said it expects to administer fewer COVID-19 vaccine shots in the fourth quarter.</p><p><blockquote>沃尔格林博姿联盟公司(Walgreens Boots Alliance Inc)表示预计第四季度将减少COVID-19疫苗注射量,股价下跌7.4%。</blockquote></p><p> Didi Global Inc jumped 16.0%, on its second day of trading as a U.S.-listed company.</p><p><blockquote>滴滴出行在美国上市第二天上涨16.0%。</blockquote></p><p> Micron Technology Inc slid by 5.7% following a report that Texas Instruments would buy Micron’s Lehi, Utah, factory for $900 million.</p><p><blockquote>有报道称德州仪器(Texas Instruments)将以9亿美元收购美光科技(Micron Technology Inc)位于犹他州利希(Lehi)的工厂,该公司股价下跌5.7%。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.32-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.78比1;在纳斯达克,1.32比1的比率有利于上涨者。</blockquote></p><p> The S&P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 78 new highs and 30 new lows.</p><p><blockquote>标普500创下36个52周新高,无新低;纳斯达克综合指数录得78个新高和30个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.53 billion shares, compared with the 10.9 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为95.3亿股,而过去20个交易日的平均成交量为109亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-winning-streak-extends-to-sixth-straight-record-close-idUSL2N2OD332\">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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-winning-streak-extends-to-sixth-straight-record-close-idUSL2N2OD332","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175817125","content_text":"NEW YORK (Reuters) - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.\nInvestors now eye Friday’s much-anticipated employment report.\nThe bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.\n“Historical data shows if you have a strong first half, the second half of the year was actually going even stronger,” said Ross Mayfield, investment strategy analyst with Baird Private Wealth.\nAll three major U.S. stock indexes ended the session in positive territory, but a decline in tech shares - led by microchips - tempered the Nasdaq’s gain.\nThe Philadelphia SE Semiconductor index slid 1.5%\n“For markets so far this year, boring is beautiful,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York. “Economic growth has been strong enough to support prices and many asset classes are trading with historically low volatility.”\n“It feels like investors left for the Fourth of July weekend about three months ago.”\nThe ongoing worker shortage, attributed to federal emergency unemployment benefits, a childcare shortage and lingering pandemic fears, was a common theme in the day’s economic data.\nJobless claims continued their downward trajectory according to the Labor Department, touching their lowest level since the pandemic shutdown, and a report from Challenger, Gray & Christmas showed planned layoffs by U.S. firms were down 88% from last year, hitting a 21-year low.\nActivity at U.S. factories expanded at a slightly decelerated pace in June, according to the Institute for Supply Management’s (ISM) purchasing managers’ index (PMI), with the employment component dipping into contraction for the first time since November. The prices paid index, driven higher by the current demand/supply imbalance, soared to its highest level since 1979, according to ISM.\n“The employment and manufacturing data released today supported the idea of continued growth but at a decelerated rate,” Carter added.\nFriday’s hotly anticipated jobs report is expected to show payrolls growing by 700,000 and unemployment inching down to 5.7%. A robust upside surprise could lead the U.S. Federal Reserve to adjust its timetable for tapering its securities purchases and raising key interest rates.\n“Too-strong economic data could perversely be a bad thing for markets if it caused the Fed to raise rates faster than expected,” Carter said. “Weak employment data may actually be welcomed.”\nThe Dow Jones Industrial Average rose 131.02 points, or 0.38%, to 34,633.53, the S&P 500 gained 22.44 points, or 0.52%, to 4,319.94 and the Nasdaq Composite added 18.42 points, or 0.13%, to 14,522.38.\nOf the 11 major sectors in the S&P 500, consumer staples was the sole loser, shedding 0.3%.\nWalgreens Boots Alliance Inc dropped 7.4% after it said it expects to administer fewer COVID-19 vaccine shots in the fourth quarter.\nDidi Global Inc jumped 16.0%, on its second day of trading as a U.S.-listed company.\nMicron Technology Inc slid by 5.7% following a report that Texas Instruments would buy Micron’s Lehi, Utah, factory for $900 million.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.32-to-1 ratio favored advancers.\nThe S&P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 78 new highs and 30 new lows.\nVolume on U.S. exchanges was 9.53 billion shares, compared with the 10.9 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602839897,"gmtCreate":1639005609390,"gmtModify":1639005609652,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"To the moon! ","listText":"To the moon! ","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602839897","repostId":"2190169579","repostType":4,"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885146998,"gmtCreate":1631769994314,"gmtModify":1631889678414,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"To the moon! ","listText":"To the moon! ","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/885146998","repostId":"2167592712","repostType":4,"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886985468,"gmtCreate":1631543884154,"gmtModify":1631889678457,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"Inflation! ","listText":"Inflation! ","text":"Inflation!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/886985468","repostId":"2166303094","repostType":4,"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800970127,"gmtCreate":1627274730069,"gmtModify":1633766606792,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"To the moon!","listText":"To the moon!","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800970127","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148647951,"gmtCreate":1625974500173,"gmtModify":1633931194982,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"Buy buy buy! Please like and comment! ","listText":"Buy buy buy! Please like and comment! ","text":"Buy buy buy! Please like and comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/148647951","repostId":"1195812364","repostType":4,"repost":{"id":"1195812364","kind":"news","pubTimestamp":1625875523,"share":"https://www.laohu8.com/m/news/1195812364?lang=zh_CN&edition=full","pubTime":"2021-07-10 08:05","market":"us","language":"en","title":"US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week<blockquote>美国IPO周:9周IPO中的房地产、大流行后的游戏等</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195812364","media":"Renaissance Capital","summary":"Italian drug container supplier Stevanato Group plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.Shopping center REIT Phillips Edison & Company plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on l","content":"<p>After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在经历了一周的缓慢假期后,未来一周将有9起IPO筹集超过30亿美元的资金。</blockquote></p><p> Italian drug container supplier <b>Stevanato Group</b>(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.</p><p><blockquote>意大利药品容器供应商<b>Stevanato集团</b>(STVN)计划以68亿美元的市值筹集9亿美元。这家盈利的公司由其创始家族控制,向700多家客户供应玻璃瓶、注射器和其他医疗级容器,其中包括排名前50的制药公司中的41家。</blockquote></p><p> Shopping center REIT <b>Phillips Edison & Company</b>(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.</p><p><blockquote>购物中心房地产投资信托基金<b>菲利普斯爱迪生公司</b>(PECO)计划以37亿美元的市值筹集5.02亿美元。该房地产投资信托基金拥有美国300家购物中心的股权,重点关注Kroger和Public等杂货商入驻的地点。它的中点年化收益率目标为3.5%。</blockquote></p><p> Known for its member-only luxury hotel brand Soho House,<b>Membership Collective Group</b>(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.</p><p><blockquote>以会员专属豪华酒店品牌Soho House而闻名,<b>会员集体组</b>(MCG)计划以32亿美元的市值筹集450美元。该公司拥有庞大而忠诚的会员基础,尽管它没有盈利记录,而且在2021年第一季度的收入下降了近一半。</blockquote></p><p> Mark Wahlberg-backed fitness franchise <b>F45 Training</b>(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.</p><p><blockquote>马克·沃尔伯格支持的健身特许经营权<b>F45训练</b>(FXLV)计划以15亿美元的市值筹集3.25亿美元。F45专注于45分钟的锻炼,在全球拥有1500多个工作室。该公司在过去12个月中实现了37%的EBITDA,尽管该公司预期的大流行后增长尚未在数字中体现出来。</blockquote></p><p> Mortgage software provider <b>Blend Labs</b>(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&D and S&M spend.</p><p><blockquote>抵押贷款软件提供商<b>混合实验室</b>(BLND)计划以45亿美元的市值筹集3.4亿美元。Blend Labs为金融服务公司提供了一个数字平台,改善了消费者申请抵押贷款和贷款时的体验。尽管2020年收入翻了一番,但由于研发和S&M支出,核心软件业务非常无利可图。</blockquote></p><p> <b>Bridge Investment Group</b>(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.</p><p><blockquote><b>桥梁投资集团</b>(BRDG)计划以18亿美元的市值筹集3亿美元。这位投资经理专门从事多个行业的房地产股权和债务。截至2021年3月31日,桥梁投资集团拥有约260亿美元的AUM,在25个投资工具中拥有超过6,500名个人投资者。</blockquote></p><p> Ocular medical device provider <b>Sight Sciences</b>(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.</p><p><blockquote>眼科医疗器械供应商<b>视觉科学</b>(SGHT)计划以10亿美元的市值筹集1.5亿美元。该公司开发和销售医疗和手术设备,为眼病提供新的治疗选择。在疫情推迟了2020年的选择性手术后,这家高度无利可图的公司在2021年第一季度显示出重新加速增长的迹象(+32%)。</blockquote></p><p> Pregnancy diagnostics company <b>Sera Prognostics</b>(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.</p><p><blockquote>妊娠诊断公司<b>血清预后</b>(SERA)计划以5.64亿美元的市值筹集7500万美元。该公司利用其蛋白质组学和生物信息学平台开发旨在改善妊娠结局的生物标志物测试。Sera Prognostics唯一的商业产品PreTRM测试可以预测早产的风险,尽管它尚未产生有意义的收入。</blockquote></p><p> A hold-over from last week, early-stage kidney disease biotech <b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $79 million market cap.</p><p><blockquote>上周的延期,早期肾病生物技术<b>单环疗法</b>(UNCY)计划以7900万美元的市值筹集2500万美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad3dc9b07583a28aad047e44802c899e\" tg-width=\"942\" tg-height=\"732\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2011年7月8日,文艺复兴IPO指数今年迄今下跌0.8%,而标普500上涨15.0%。Renaissance Capital的IPO ETF(纽约证券交易所股票代码:IPO)跟踪该指数,持有的顶级ETF包括Snowflake(SNOW)和Palantir Technologies(PLTR)。Renaissance International IPO指数今年迄今下跌5.2%,而ACWX指数上涨7.3%。Renaissance Capital的国际IPO ETF(纽约证券交易所股票代码:IPOS)跟踪该指数,持有的顶级ETF包括思摩尔国际和殷拓合伙人。</blockquote></p><p></p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week<blockquote>美国IPO周:9周IPO中的房地产、大流行后的游戏等</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week<blockquote>美国IPO周:9周IPO中的房地产、大流行后的游戏等</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-07-10 08:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在经历了一周的缓慢假期后,未来一周将有9起IPO筹集超过30亿美元的资金。</blockquote></p><p> Italian drug container supplier <b>Stevanato Group</b>(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.</p><p><blockquote>意大利药品容器供应商<b>Stevanato集团</b>(STVN)计划以68亿美元的市值筹集9亿美元。这家盈利的公司由其创始家族控制,向700多家客户供应玻璃瓶、注射器和其他医疗级容器,其中包括排名前50的制药公司中的41家。</blockquote></p><p> Shopping center REIT <b>Phillips Edison & Company</b>(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.</p><p><blockquote>购物中心房地产投资信托基金<b>菲利普斯爱迪生公司</b>(PECO)计划以37亿美元的市值筹集5.02亿美元。该房地产投资信托基金拥有美国300家购物中心的股权,重点关注Kroger和Public等杂货商入驻的地点。它的中点年化收益率目标为3.5%。</blockquote></p><p> Known for its member-only luxury hotel brand Soho House,<b>Membership Collective Group</b>(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.</p><p><blockquote>以会员专属豪华酒店品牌Soho House而闻名,<b>会员集体组</b>(MCG)计划以32亿美元的市值筹集450美元。该公司拥有庞大而忠诚的会员基础,尽管它没有盈利记录,而且在2021年第一季度的收入下降了近一半。</blockquote></p><p> Mark Wahlberg-backed fitness franchise <b>F45 Training</b>(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.</p><p><blockquote>马克·沃尔伯格支持的健身特许经营权<b>F45训练</b>(FXLV)计划以15亿美元的市值筹集3.25亿美元。F45专注于45分钟的锻炼,在全球拥有1500多个工作室。该公司在过去12个月中实现了37%的EBITDA,尽管该公司预期的大流行后增长尚未在数字中体现出来。</blockquote></p><p> Mortgage software provider <b>Blend Labs</b>(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&D and S&M spend.</p><p><blockquote>抵押贷款软件提供商<b>混合实验室</b>(BLND)计划以45亿美元的市值筹集3.4亿美元。Blend Labs为金融服务公司提供了一个数字平台,改善了消费者申请抵押贷款和贷款时的体验。尽管2020年收入翻了一番,但由于研发和S&M支出,核心软件业务非常无利可图。</blockquote></p><p> <b>Bridge Investment Group</b>(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.</p><p><blockquote><b>桥梁投资集团</b>(BRDG)计划以18亿美元的市值筹集3亿美元。这位投资经理专门从事多个行业的房地产股权和债务。截至2021年3月31日,桥梁投资集团拥有约260亿美元的AUM,在25个投资工具中拥有超过6,500名个人投资者。</blockquote></p><p> Ocular medical device provider <b>Sight Sciences</b>(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.</p><p><blockquote>眼科医疗器械供应商<b>视觉科学</b>(SGHT)计划以10亿美元的市值筹集1.5亿美元。该公司开发和销售医疗和手术设备,为眼病提供新的治疗选择。在疫情推迟了2020年的选择性手术后,这家高度无利可图的公司在2021年第一季度显示出重新加速增长的迹象(+32%)。</blockquote></p><p> Pregnancy diagnostics company <b>Sera Prognostics</b>(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.</p><p><blockquote>妊娠诊断公司<b>血清预后</b>(SERA)计划以5.64亿美元的市值筹集7500万美元。该公司利用其蛋白质组学和生物信息学平台开发旨在改善妊娠结局的生物标志物测试。Sera Prognostics唯一的商业产品PreTRM测试可以预测早产的风险,尽管它尚未产生有意义的收入。</blockquote></p><p> A hold-over from last week, early-stage kidney disease biotech <b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $79 million market cap.</p><p><blockquote>上周的延期,早期肾病生物技术<b>单环疗法</b>(UNCY)计划以7900万美元的市值筹集2500万美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad3dc9b07583a28aad047e44802c899e\" tg-width=\"942\" tg-height=\"732\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2011年7月8日,文艺复兴IPO指数今年迄今下跌0.8%,而标普500上涨15.0%。Renaissance Capital的IPO ETF(纽约证券交易所股票代码:IPO)跟踪该指数,持有的顶级ETF包括Snowflake(SNOW)和Palantir Technologies(PLTR)。Renaissance International IPO指数今年迄今下跌5.2%,而ACWX指数上涨7.3%。Renaissance Capital的国际IPO ETF(纽约证券交易所股票代码:IPOS)跟踪该指数,持有的顶级ETF包括思摩尔国际和殷拓合伙人。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week\">Renaissance Capital</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":{"BLND":"Blend Labs, Inc.","SERA":"Sera Prognostics, Inc.","FXLV":"F45 Training Holdings Inc.","STVN":"Stevanato Group S.p.A.",".DJI":"道琼斯","SGHT":"Sight Sciences, Inc.","BRDG":"Bridge Investment Group Holdings Inc.",".SPX":"S&P 500 Index","PECO":"Phillips Edison & Company, Inc.",".IXIC":"NASDAQ Composite"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195812364","content_text":"After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.\nItalian drug container supplier Stevanato Group(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.\nShopping center REIT Phillips Edison & Company(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.\nKnown for its member-only luxury hotel brand Soho House,Membership Collective Group(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.\nMark Wahlberg-backed fitness franchise F45 Training(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.\nMortgage software provider Blend Labs(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&D and S&M spend.\nBridge Investment Group(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.\nOcular medical device provider Sight Sciences(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.\nPregnancy diagnostics company Sera Prognostics(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.\nA hold-over from last week, early-stage kidney disease biotech Unicycive Therapeutics(UNCY) plans to raise $25 million at a $79 million market cap.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1,"symbols_score_info":{"BRDG":0.9,"BLND":0.9,"STVN":0.9,".IXIC":0.9,"FXLV":0.9,".SPX":0.9,".DJI":0.9,"MCG":0.9,"SERA":0.9,"SGHT":0.9,"PECO":0.9}},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698578219,"gmtCreate":1640481611077,"gmtModify":1640481611379,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"To the moon! ","listText":"To the moon! ","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698578219","repostId":"2194171798","repostType":4,"isVote":1,"tweetType":1,"viewCount":2474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601336063,"gmtCreate":1638490286182,"gmtModify":1638490329351,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"Singapore Market is a joke ","listText":"Singapore Market is a joke ","text":"Singapore Market is a joke","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601336063","repostId":"1142062331","repostType":4,"repost":{"id":"1142062331","kind":"news","pubTimestamp":1638489951,"share":"https://www.laohu8.com/m/news/1142062331?lang=zh_CN&edition=full","pubTime":"2021-12-03 08:05","market":"sg","language":"en","title":"Rebound Anticipated For Singapore Stock Market<blockquote>新加坡股市有望反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142062331","media":"RTTNews","summary":"The Singapore stock market headed south again on Thursday, one day after snapping the six-day losing","content":"<p>The Singapore stock market headed south again on Thursday, one day after snapping the six-day losing streak in which it had plummeted almost 200 points or 6.4 percent. The Straits Times Index now sits just above the 3,090-point plateau although it's expected to bounce higher again on Friday.</p><p><blockquote>新加坡股市周四再次下跌,一天前结束了连续六天的下跌,暴跌近200点或6.4%。海峡时报指数目前略高于3,090点的高位,尽管预计周五将再次反弹。</blockquote></p><p> The global forecast for the Asian markets is cautiously optimistic, supported by bargain hunting and crude oil prices. The European markets were down and the U.S. bourses were up and the Asian markets figure to follow the latter lead.</p><p><blockquote>在逢低买入和原油价格的支撑下,全球对亚洲市场的预测谨慎乐观。欧洲股市下跌,美国股市上涨,亚洲市场预计将追随后者的脚步。</blockquote></p><p> The STI finished slightly lower on Thursday as losses from the properties and industrials were mitigated by support from the financial sector.</p><p><blockquote>由于金融业的支持缓解了房地产和工业的损失,海指周四小幅收低。</blockquote></p><p> For the day, the index slipped 6.14 points or 0.20 percent to finish at 3,092.11 after trading between 3,065.91 and 3,100.55. Volume was 1.16 billion shares worth 1.3 billion Singapore dollars. There were 296 decliners and 181 gainers.</p><p><blockquote>当天,该指数在3,065.91点至3,100.55点之间交易后,下跌6.14点或0.20%,收于3,092.11点。成交量为11.6亿股,价值13亿新元。下跌股296家,上涨股181家。</blockquote></p><p> Among the actives, Ascendas REIT dropped 0.68 percent, while CapitaLand Integrated Commercial Trust tumbled 1.43 percent, City Developments plunged 1.74 percent, Comfort DelGro shed 0.72 percent, Dairy Farm International tanked 1.64 percent, DBS Group collected 0.54 percent, Genting Singapore plummeted 1.97 percent, Keppel Corp was down 0.39 percent, Mapletree Commercial Trust surrendered 0.98 percent, Oversea-Chinese Banking Corporation and United Overseas Bank both were up 0.27 percent, SATS and Yangzijiang Shipbuilding both retreated 0.78 percent, SembCorp Industries gained 0.52 percent, Singapore Airlines rose 0.41 percent, Singapore Exchange added 0.67 percent, Singapore Press Holdings and Venture Corporation both fell 0.43 percent, Singapore Technologies Engineering lost 0.53 percent, SingTel declined 0.83 percent, Thai Beverage skidded 0.75 percent, Wilmar International sank 0.73 percent and Mapletree Logistics Trust was unchanged.</p><p><blockquote>活跃股中,腾飞房地产投资信托下跌0.68%,凯德综合商业信托下跌1.43%,City Developments下跌1.74%,Comfort DelGro下跌0.72%,Dairy Farm International下跌1.64%,星展集团上涨0.54%,云顶新加坡下跌1.97%,吉宝企业下跌0.39%,丰树商业信托退保0.98%,华侨银行和大华银行均上涨0.27%,胜科工业上涨0.52%,新加坡航空上涨0.41%,新加坡报业控股和风险投资公司均下跌0.43%,新加坡电信下跌0.83%,泰国饮料下跌0.75%,丰益国际下跌0.73%,丰树物流信托持平。</blockquote></p><p> The lead from Wall Street is broadly positive as the major averages opened higher on Thursday and largely remained that way to finish with solid gains.</p><p><blockquote>华尔街的领先优势总体上是积极的,主要股指周四开盘走高,并基本保持这种状态,最终以稳健上涨收盘。</blockquote></p><p> The Dow surged 617.75 points or 1.82 percent to finish at 34,639.70, while the NASDAQ advanced 127.27 points or 0.83 percent to close at 15,381.32 and the S&P 500 jumped 64.04 points or 1.42 percent to end at 4,577.10.</p><p><blockquote>道琼斯指数飙升617.75点,涨幅1.82%,收于34,639.70点;纳斯达克上涨127.27点,涨幅0.83%,收于15,381.32点;标普500上涨64.04点,涨幅1.42%,收于4,577.10点。</blockquote></p><p> The rebound on Wall Street partly reflected bargain hunting following the steep drop on Wednesday, extending the rollercoaster ride stocks have been on since news of the detection of omicron variant of the coronavirus.</p><p><blockquote>华尔街的反弹部分反映了周三大幅下跌后的逢低吸纳,延长了自发现冠状病毒奥密克戎变种的消息传出以来股市的过山车般的走势。</blockquote></p><p> Traders have seemed extremely sensitive to omicron-related news amid concerns the variant could derail the economic recovery even as the Federal Reserve begins scaling back stimulus.</p><p><blockquote>交易员似乎对奥密克戎相关新闻极其敏感,因为他们担心,即使美联储开始缩减刺激措施,这种变体也可能破坏经济复苏。</blockquote></p><p> In U.S. economic news, the Labor Department released a report showing a modest rebound by initial jobless claims last week.</p><p><blockquote>美国经济消息方面,劳工部发布报告显示,上周初请失业金人数小幅反弹。</blockquote></p><p> Crude oil prices rallied on Thursday after falling to a three-month low in the previous session, shaking off plans by OPEC to increase output. West Texas Intermediate for January delivery jumped $0.93 or 1.4 percent to $66.50 a barrel.</p><p><blockquote>原油价格在前一交易日跌至三个月低点后,周四反弹,摆脱了OPEC增产计划。1月份交割的西德克萨斯中质原油上涨0.93美元,或1.4%,至每桶66.50美元。</blockquote></p><p> Closer to home, Singapore will release October figures for retail sales later today; in September, sales were up 6.0 percent on month and 6.6 percent on year.</p><p><blockquote>言归正传,新加坡将于今天晚些时候发布10月份零售销售数据;9月份,销售额环比增长6.0%,同比增长6.6%。</blockquote></p><p></p>","source":"lsy1626938412129","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>Rebound Anticipated For Singapore Stock Market<blockquote>新加坡股市有望反弹</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\">\nRebound Anticipated For Singapore Stock Market<blockquote>新加坡股市有望反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">RTTNews</strong><span class=\"h-time small\">2021-12-03 08:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Singapore stock market headed south again on Thursday, one day after snapping the six-day losing streak in which it had plummeted almost 200 points or 6.4 percent. The Straits Times Index now sits just above the 3,090-point plateau although it's expected to bounce higher again on Friday.</p><p><blockquote>新加坡股市周四再次下跌,一天前结束了连续六天的下跌,暴跌近200点或6.4%。海峡时报指数目前略高于3,090点的高位,尽管预计周五将再次反弹。</blockquote></p><p> The global forecast for the Asian markets is cautiously optimistic, supported by bargain hunting and crude oil prices. The European markets were down and the U.S. bourses were up and the Asian markets figure to follow the latter lead.</p><p><blockquote>在逢低买入和原油价格的支撑下,全球对亚洲市场的预测谨慎乐观。欧洲股市下跌,美国股市上涨,亚洲市场预计将追随后者的脚步。</blockquote></p><p> The STI finished slightly lower on Thursday as losses from the properties and industrials were mitigated by support from the financial sector.</p><p><blockquote>由于金融业的支持缓解了房地产和工业的损失,海指周四小幅收低。</blockquote></p><p> For the day, the index slipped 6.14 points or 0.20 percent to finish at 3,092.11 after trading between 3,065.91 and 3,100.55. Volume was 1.16 billion shares worth 1.3 billion Singapore dollars. There were 296 decliners and 181 gainers.</p><p><blockquote>当天,该指数在3,065.91点至3,100.55点之间交易后,下跌6.14点或0.20%,收于3,092.11点。成交量为11.6亿股,价值13亿新元。下跌股296家,上涨股181家。</blockquote></p><p> Among the actives, Ascendas REIT dropped 0.68 percent, while CapitaLand Integrated Commercial Trust tumbled 1.43 percent, City Developments plunged 1.74 percent, Comfort DelGro shed 0.72 percent, Dairy Farm International tanked 1.64 percent, DBS Group collected 0.54 percent, Genting Singapore plummeted 1.97 percent, Keppel Corp was down 0.39 percent, Mapletree Commercial Trust surrendered 0.98 percent, Oversea-Chinese Banking Corporation and United Overseas Bank both were up 0.27 percent, SATS and Yangzijiang Shipbuilding both retreated 0.78 percent, SembCorp Industries gained 0.52 percent, Singapore Airlines rose 0.41 percent, Singapore Exchange added 0.67 percent, Singapore Press Holdings and Venture Corporation both fell 0.43 percent, Singapore Technologies Engineering lost 0.53 percent, SingTel declined 0.83 percent, Thai Beverage skidded 0.75 percent, Wilmar International sank 0.73 percent and Mapletree Logistics Trust was unchanged.</p><p><blockquote>活跃股中,腾飞房地产投资信托下跌0.68%,凯德综合商业信托下跌1.43%,City Developments下跌1.74%,Comfort DelGro下跌0.72%,Dairy Farm International下跌1.64%,星展集团上涨0.54%,云顶新加坡下跌1.97%,吉宝企业下跌0.39%,丰树商业信托退保0.98%,华侨银行和大华银行均上涨0.27%,胜科工业上涨0.52%,新加坡航空上涨0.41%,新加坡报业控股和风险投资公司均下跌0.43%,新加坡电信下跌0.83%,泰国饮料下跌0.75%,丰益国际下跌0.73%,丰树物流信托持平。</blockquote></p><p> The lead from Wall Street is broadly positive as the major averages opened higher on Thursday and largely remained that way to finish with solid gains.</p><p><blockquote>华尔街的领先优势总体上是积极的,主要股指周四开盘走高,并基本保持这种状态,最终以稳健上涨收盘。</blockquote></p><p> The Dow surged 617.75 points or 1.82 percent to finish at 34,639.70, while the NASDAQ advanced 127.27 points or 0.83 percent to close at 15,381.32 and the S&P 500 jumped 64.04 points or 1.42 percent to end at 4,577.10.</p><p><blockquote>道琼斯指数飙升617.75点,涨幅1.82%,收于34,639.70点;纳斯达克上涨127.27点,涨幅0.83%,收于15,381.32点;标普500上涨64.04点,涨幅1.42%,收于4,577.10点。</blockquote></p><p> The rebound on Wall Street partly reflected bargain hunting following the steep drop on Wednesday, extending the rollercoaster ride stocks have been on since news of the detection of omicron variant of the coronavirus.</p><p><blockquote>华尔街的反弹部分反映了周三大幅下跌后的逢低吸纳,延长了自发现冠状病毒奥密克戎变种的消息传出以来股市的过山车般的走势。</blockquote></p><p> Traders have seemed extremely sensitive to omicron-related news amid concerns the variant could derail the economic recovery even as the Federal Reserve begins scaling back stimulus.</p><p><blockquote>交易员似乎对奥密克戎相关新闻极其敏感,因为他们担心,即使美联储开始缩减刺激措施,这种变体也可能破坏经济复苏。</blockquote></p><p> In U.S. economic news, the Labor Department released a report showing a modest rebound by initial jobless claims last week.</p><p><blockquote>美国经济消息方面,劳工部发布报告显示,上周初请失业金人数小幅反弹。</blockquote></p><p> Crude oil prices rallied on Thursday after falling to a three-month low in the previous session, shaking off plans by OPEC to increase output. West Texas Intermediate for January delivery jumped $0.93 or 1.4 percent to $66.50 a barrel.</p><p><blockquote>原油价格在前一交易日跌至三个月低点后,周四反弹,摆脱了OPEC增产计划。1月份交割的西德克萨斯中质原油上涨0.93美元,或1.4%,至每桶66.50美元。</blockquote></p><p> Closer to home, Singapore will release October figures for retail sales later today; in September, sales were up 6.0 percent on month and 6.6 percent on year.</p><p><blockquote>言归正传,新加坡将于今天晚些时候发布10月份零售销售数据;9月份,销售额环比增长6.0%,同比增长6.6%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.rttnews.com/3246572/rebound-anticipated-for-singapore-stock-market.aspx?type=acom\">RTTNews</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3246572/rebound-anticipated-for-singapore-stock-market.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142062331","content_text":"The Singapore stock market headed south again on Thursday, one day after snapping the six-day losing streak in which it had plummeted almost 200 points or 6.4 percent. The Straits Times Index now sits just above the 3,090-point plateau although it's expected to bounce higher again on Friday.\nThe global forecast for the Asian markets is cautiously optimistic, supported by bargain hunting and crude oil prices. The European markets were down and the U.S. bourses were up and the Asian markets figure to follow the latter lead.\nThe STI finished slightly lower on Thursday as losses from the properties and industrials were mitigated by support from the financial sector.\nFor the day, the index slipped 6.14 points or 0.20 percent to finish at 3,092.11 after trading between 3,065.91 and 3,100.55. Volume was 1.16 billion shares worth 1.3 billion Singapore dollars. There were 296 decliners and 181 gainers.\nAmong the actives, Ascendas REIT dropped 0.68 percent, while CapitaLand Integrated Commercial Trust tumbled 1.43 percent, City Developments plunged 1.74 percent, Comfort DelGro shed 0.72 percent, Dairy Farm International tanked 1.64 percent, DBS Group collected 0.54 percent, Genting Singapore plummeted 1.97 percent, Keppel Corp was down 0.39 percent, Mapletree Commercial Trust surrendered 0.98 percent, Oversea-Chinese Banking Corporation and United Overseas Bank both were up 0.27 percent, SATS and Yangzijiang Shipbuilding both retreated 0.78 percent, SembCorp Industries gained 0.52 percent, Singapore Airlines rose 0.41 percent, Singapore Exchange added 0.67 percent, Singapore Press Holdings and Venture Corporation both fell 0.43 percent, Singapore Technologies Engineering lost 0.53 percent, SingTel declined 0.83 percent, Thai Beverage skidded 0.75 percent, Wilmar International sank 0.73 percent and Mapletree Logistics Trust was unchanged.\nThe lead from Wall Street is broadly positive as the major averages opened higher on Thursday and largely remained that way to finish with solid gains.\nThe Dow surged 617.75 points or 1.82 percent to finish at 34,639.70, while the NASDAQ advanced 127.27 points or 0.83 percent to close at 15,381.32 and the S&P 500 jumped 64.04 points or 1.42 percent to end at 4,577.10.\nThe rebound on Wall Street partly reflected bargain hunting following the steep drop on Wednesday, extending the rollercoaster ride stocks have been on since news of the detection of omicron variant of the coronavirus.\nTraders have seemed extremely sensitive to omicron-related news amid concerns the variant could derail the economic recovery even as the Federal Reserve begins scaling back stimulus.\nIn U.S. economic news, the Labor Department released a report showing a modest rebound by initial jobless claims last week.\nCrude oil prices rallied on Thursday after falling to a three-month low in the previous session, shaking off plans by OPEC to increase output. West Texas Intermediate for January delivery jumped $0.93 or 1.4 percent to $66.50 a barrel.\nCloser to home, Singapore will release October figures for retail sales later today; in September, sales were up 6.0 percent on month and 6.6 percent on year.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878642263,"gmtCreate":1637193038288,"gmtModify":1637193038425,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"To the moon! ","listText":"To the moon! ","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878642263","repostId":"2184547718","repostType":4,"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867574203,"gmtCreate":1633305150153,"gmtModify":1633305179756,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"To the moon! ","listText":"To the moon! ","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/867574203","repostId":"1181558340","repostType":4,"repost":{"id":"1181558340","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":1633270535,"share":"https://www.laohu8.com/m/news/1181558340?lang=zh_CN&edition=full","pubTime":"2021-10-03 22:15","market":"us","language":"en","title":"Here is Top 20 S&P 500 winners in the third-quarter<blockquote>以下是第三季度标普500前20名获奖者</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181558340","media":"Tiger Newspress","summary":"The S&P 500 suffered worst month In September, but it still eked out a 0.2% gain for the third quart","content":"<p>The S&P 500 suffered worst month In September, but it still eked out a 0.2% gain for the third quarter.</p><p><blockquote>标普500在9月份遭受了最糟糕的月份,但第三季度仍勉强上涨了0.2%。</blockquote></p><p> Lots of stocks’ gains for the year were offset by the September slump.But there are some stocks helped keep the market afloat .</p><p><blockquote>许多股票今年的涨幅被9月份的暴跌所抵消。但也有一些股票帮助市场保持了稳定。</blockquote></p><p> CNBC ranked the top performers in S&P 500 index for the third quarter using data from FactSet. The top 20 are dominated by lesser-known names in health care, technology and financials. Energy, the only sector to finish higher in September, made a small appearance.</p><p><blockquote>CNBC使用FactSet的数据对第三季度标准普尔500指数中表现最好的公司进行了排名。前20名由医疗保健、科技和金融领域鲜为人知的公司主导。能源是9月份唯一收高的板块,小幅亮相。</blockquote></p><p> Here are the biggest third-quarter winners in the S&P 500:<img src=\"https://static.tigerbbs.com/dd6449e408f045d2210f515fa5677ab3\" tg-width=\"1048\" tg-height=\"1564\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> generated the highest return in the S&P for the third quarter, about 60%, as Covid-19 vaccines continued being rolled out to more people and talk of a Covid booster shot evolved. The vaccine maker’s stock popped after it announced it would test a combined Covid and flu vaccine.</p><p><blockquote>以下是标普500第三季度最大的赢家:<a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a>随着Covid-19疫苗继续向更多人推广以及有关Covid加强注射的讨论不断发展,第三季度S&P的回报率最高,约为60%。这家疫苗制造商宣布将测试新冠和流感联合疫苗后,其股价飙升。</blockquote></p><p> Also, Moderna is higher by a whopping 268% for the year.</p><p><blockquote>此外,Moderna今年的股价也上涨了268%。</blockquote></p><p> <a href=\"https://laohu8.com/S/PAYC\">Paycom Software, Inc.</a> is only up about 8% for the year. Still, the payroll services company generated the second-largest returns for the quarter, about 36%, as people began reentering the workforce. Government stimulus targeted at mid-market and small businesses helped the firm as well, according to Oppenheimer’s Brian Schwartz.</p><p><blockquote><a href=\"https://laohu8.com/S/PAYC\">Paycom软件公司。</a>今年仅增长了约8%。尽管如此,随着人们开始重新进入劳动力市场,这家薪资服务公司本季度的回报率仍位居第二,约为36%。奥本海默的布莱恩·施瓦茨表示,政府针对中端市场和小型企业的刺激措施也帮助了该公司。</blockquote></p><p> <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> a high-performance analog semiconductor company, was up 29% for the quarter and about 32% for the year.</p><p><blockquote><a href=\"https://laohu8.com/S/MPWR\">单片电源系统</a>一家高性能模拟半导体公司,本季度增长29%,全年增长约32%。</blockquote></p><p> Quanta Services, a contracting services company, gained about 25% for the quarter. Stifel recently said the stock saw an impact from both lower oil prices and Covid-related shelter in place orders and that it anticipates some recovery in the market in the second half of the year.</p><p><blockquote>承包服务公司Quanta Services本季度股价上涨约25%。Stifel最近表示,该股受到油价下跌和与新冠疫情相关的避难所订单的影响,预计下半年市场将有所复苏。</blockquote></p><p> Oil prices dipped in the middle of the quarter but have been rallying since. While many of the top performers for the third quarter had a down month in September or eked out small gains, Quanta is up more than 11% for the month.</p><p><blockquote>油价在本季度中期下跌,但此后一直在上涨。尽管许多第三季度表现最好的公司在9月份出现了下滑或小幅上涨,但广达当月上涨了11%以上。</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>Here is Top 20 S&P 500 winners in the third-quarter<blockquote>以下是第三季度标普500前20名获奖者</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\">\nHere is Top 20 S&P 500 winners in the third-quarter<blockquote>以下是第三季度标普500前20名获奖者</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\">2021-10-03 22:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The S&P 500 suffered worst month In September, but it still eked out a 0.2% gain for the third quarter.</p><p><blockquote>标普500在9月份遭受了最糟糕的月份,但第三季度仍勉强上涨了0.2%。</blockquote></p><p> Lots of stocks’ gains for the year were offset by the September slump.But there are some stocks helped keep the market afloat .</p><p><blockquote>许多股票今年的涨幅被9月份的暴跌所抵消。但也有一些股票帮助市场保持了稳定。</blockquote></p><p> CNBC ranked the top performers in S&P 500 index for the third quarter using data from FactSet. The top 20 are dominated by lesser-known names in health care, technology and financials. Energy, the only sector to finish higher in September, made a small appearance.</p><p><blockquote>CNBC使用FactSet的数据对第三季度标准普尔500指数中表现最好的公司进行了排名。前20名由医疗保健、科技和金融领域鲜为人知的公司主导。能源是9月份唯一收高的板块,小幅亮相。</blockquote></p><p> Here are the biggest third-quarter winners in the S&P 500:<img src=\"https://static.tigerbbs.com/dd6449e408f045d2210f515fa5677ab3\" tg-width=\"1048\" tg-height=\"1564\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> generated the highest return in the S&P for the third quarter, about 60%, as Covid-19 vaccines continued being rolled out to more people and talk of a Covid booster shot evolved. The vaccine maker’s stock popped after it announced it would test a combined Covid and flu vaccine.</p><p><blockquote>以下是标普500第三季度最大的赢家:<a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a>随着Covid-19疫苗继续向更多人推广以及有关Covid加强注射的讨论不断发展,第三季度S&P的回报率最高,约为60%。这家疫苗制造商宣布将测试新冠和流感联合疫苗后,其股价飙升。</blockquote></p><p> Also, Moderna is higher by a whopping 268% for the year.</p><p><blockquote>此外,Moderna今年的股价也上涨了268%。</blockquote></p><p> <a href=\"https://laohu8.com/S/PAYC\">Paycom Software, Inc.</a> is only up about 8% for the year. Still, the payroll services company generated the second-largest returns for the quarter, about 36%, as people began reentering the workforce. Government stimulus targeted at mid-market and small businesses helped the firm as well, according to Oppenheimer’s Brian Schwartz.</p><p><blockquote><a href=\"https://laohu8.com/S/PAYC\">Paycom软件公司。</a>今年仅增长了约8%。尽管如此,随着人们开始重新进入劳动力市场,这家薪资服务公司本季度的回报率仍位居第二,约为36%。奥本海默的布莱恩·施瓦茨表示,政府针对中端市场和小型企业的刺激措施也帮助了该公司。</blockquote></p><p> <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> a high-performance analog semiconductor company, was up 29% for the quarter and about 32% for the year.</p><p><blockquote><a href=\"https://laohu8.com/S/MPWR\">单片电源系统</a>一家高性能模拟半导体公司,本季度增长29%,全年增长约32%。</blockquote></p><p> Quanta Services, a contracting services company, gained about 25% for the quarter. Stifel recently said the stock saw an impact from both lower oil prices and Covid-related shelter in place orders and that it anticipates some recovery in the market in the second half of the year.</p><p><blockquote>承包服务公司Quanta Services本季度股价上涨约25%。Stifel最近表示,该股受到油价下跌和与新冠疫情相关的避难所订单的影响,预计下半年市场将有所复苏。</blockquote></p><p> Oil prices dipped in the middle of the quarter but have been rallying since. While many of the top performers for the third quarter had a down month in September or eked out small gains, Quanta is up more than 11% for the month.</p><p><blockquote>油价在本季度中期下跌,但此后一直在上涨。尽管许多第三季度表现最好的公司在9月份出现了下滑或小幅上涨,但广达当月上涨了11%以上。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PWR":"广达公司","MRNA":"Moderna, Inc.","MPWR":"Monolithic Power Systems","PAYC":"Paycom Software, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181558340","content_text":"The S&P 500 suffered worst month In September, but it still eked out a 0.2% gain for the third quarter.\nLots of stocks’ gains for the year were offset by the September slump.But there are some stocks helped keep the market afloat .\nCNBC ranked the top performers in S&P 500 index for the third quarter using data from FactSet. The top 20 are dominated by lesser-known names in health care, technology and financials. Energy, the only sector to finish higher in September, made a small appearance.\nHere are the biggest third-quarter winners in the S&P 500:Moderna, Inc. generated the highest return in the S&P for the third quarter, about 60%, as Covid-19 vaccines continued being rolled out to more people and talk of a Covid booster shot evolved. The vaccine maker’s stock popped after it announced it would test a combined Covid and flu vaccine.\nAlso, Moderna is higher by a whopping 268% for the year.\nPaycom Software, Inc. is only up about 8% for the year. Still, the payroll services company generated the second-largest returns for the quarter, about 36%, as people began reentering the workforce. Government stimulus targeted at mid-market and small businesses helped the firm as well, according to Oppenheimer’s Brian Schwartz.\nMonolithic Power Systems a high-performance analog semiconductor company, was up 29% for the quarter and about 32% for the year.\nQuanta Services, a contracting services company, gained about 25% for the quarter. Stifel recently said the stock saw an impact from both lower oil prices and Covid-related shelter in place orders and that it anticipates some recovery in the market in the second half of the year.\nOil prices dipped in the middle of the quarter but have been rallying since. While many of the top performers for the third quarter had a down month in September or eked out small gains, Quanta is up more than 11% for the month.","news_type":1,"symbols_score_info":{"PWR":0.9,"PAYC":0.9,"MRNA":0.9,"MPWR":0.9}},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":140205672,"gmtCreate":1625658979996,"gmtModify":1631883944513,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"Morgan man! ","listText":"Morgan man! ","text":"Morgan man!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/140205672","repostId":"1110626244","repostType":4,"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":692911885,"gmtCreate":1640826262849,"gmtModify":1640826263119,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"To the moon! ","listText":"To the moon! ","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692911885","repostId":"2195466435","repostType":4,"isVote":1,"tweetType":1,"viewCount":2329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873929907,"gmtCreate":1636847018536,"gmtModify":1636847018675,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"Becoming white rat now! ","listText":"Becoming white rat now! ","text":"Becoming white rat now!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873929907","repostId":"1102251183","repostType":4,"repost":{"id":"1102251183","kind":"news","pubTimestamp":1636772424,"share":"https://www.laohu8.com/m/news/1102251183?lang=zh_CN&edition=full","pubTime":"2021-11-13 11:00","market":"us","language":"en","title":"Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示其研发实力雄厚。这对该股来说是一个好兆头。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102251183","media":"Barrons","summary":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Mo","content":"<p>Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p><p><blockquote>周一早上,辉瑞公司首席科学官米凯尔·多尔斯滕(Mikael Dolsten)接到电话时,听起来很头晕。就在几天前,他的公司宣布其Covid-19抗病毒药物将高危成年人的住院风险降低了89%。</blockquote></p><p> “It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p><p><blockquote>多尔斯滕说:“你能够打破这种类型的世界纪录,同时偶然获得大满贯,这不可能只是一件随机的事情。”他在试图说明辉瑞的双重胜利:在短短10个月内开发出了一种效果惊人的Covid-19疫苗,一年后又开发出了一种同样令人惊叹的Covid-19抗病毒药物。</blockquote></p><p> Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p><p><blockquote>两年前,辉瑞(股票代码:PFE)首席执行官阿尔伯特·布尔拉(Albert Bourla)要求投资者对多尔斯滕十多年来重建的研发业务进行豪赌。这个赌注看起来比以往任何时候都更聪明。</blockquote></p><p> Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p><p><blockquote>Bourla已经摆脱了辉瑞的非专利药物部门及其最后的消费者健康产品,留下了一家纯粹的生物制药公司,该公司的生死存亡都取决于Dolsten的科学实力。</blockquote></p><p> In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p><p><blockquote>在2019年11月的一篇封面报道中,<i>巴伦周刊</i>认为布尔拉和多尔斯滕可以成功。</blockquote></p><p> The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p><p><blockquote>新的抗病毒数据再次证实了辉瑞的理由<i>巴伦周刊</i>两年前做的。然而,随着对全球疫苗分配不平等的批评越来越多,继续从大流行中获利会带来新的风险。在全球超过70亿剂疫苗中,低收入国家仅占不到1%。如果辉瑞抗病毒药物的分销继续有利于富裕国家,该公司的股票最终可能会受到影响。</blockquote></p><p> Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).</p><p><blockquote>数据公布当天,辉瑞股价飙升10.9%,创下至少20年来的最佳单日表现。尽管如此,由于该股目前易手价格约为50美元,投资者继续低估该公司的价值。投资者对辉瑞的定价是明年预期收益的12倍,低于强生(JNJ)和礼来(LLY)等同行。</blockquote></p><p> The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p><p><blockquote>辉瑞的折扣可归因于对该制药商在本世纪末面临专利悬崖的担忧。该公司将失去对少数年收入数十亿美元的药物的独家经营权。</blockquote></p><p> The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p><p><blockquote>这些担忧是合理的,但辉瑞的科学政变应该让投资者相信该公司的科学能够安全地越过悬崖。市场可能需要时间才能赶上,但对于长期投资者来说,这是一个充满希望的机会。</blockquote></p><p> The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p><p><blockquote>抗病毒药物的成功是辉瑞科学实力的最佳例证。</blockquote></p><p> While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p><p><blockquote>虽然辉瑞的新冠肺炎疫苗来自德国生物技术公司BioNTech(BNTX)的实验室,但新的新冠肺炎抗病毒药物是由多尔斯滕所说的辉瑞位于美国东北部实验室的科学家“梦之队”研制出来的。</blockquote></p><p> In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p><p><blockquote>在大流行的早期,辉瑞公司将其努力分为与BioNTech在疫苗上的合作和对新冠肺炎药丸的探索。疫苗工作规模巨大;多尔斯滕称之为横跨大西洋的“巨型团队”。</blockquote></p><p> The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p><p><blockquote>抗病毒项目规模要小得多——一组辉瑞专家利用疫苗推广剩余的资源进行运营。</blockquote></p><p> “The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p><p><blockquote>“小分子更像是一个灵活、专注于激光的高端团队,拥有相当适中的资源,”多尔斯滕说。</blockquote></p><p> Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p><p><blockquote>多尔斯滕召集了辉瑞公司一些最有经验的科学家参与抗病毒项目,其中包括药物设计主管夏洛特·阿勒顿。科学家们从辉瑞公司多年前在一种叫做蛋白酶抑制剂的抗病毒药物上所做的工作开始。</blockquote></p><p> “[Pfizer’s] pharmaceutical R&D is better than people had thought.”</p><p><blockquote>“(辉瑞的)制药研发比人们想象的要好。”</blockquote></p><p> The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p><p><blockquote>然而,辉瑞文库中的蛋白酶抑制剂已经静脉内施用,并且当口服递送时效果不佳。该团队必须弄清楚如何使药物适应口服给药,这是一项艰巨的任务。</blockquote></p><p> “They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p><p><blockquote>“他们必须真正创造很多新的化学反应,”多尔斯滕说。科学家们创造了600种化合物来确定正确的药物,这个过程通常可能需要数年时间,但他们在几个月内就完成了。“在这里,四年变成了四个月,”他说。</blockquote></p><p> Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).</p><p><blockquote>辉瑞公司于三月份开始在人体中测试这种药物。该公司目前正在进行该药物的多项2/3期试验,包括一项针对高风险患者,一项针对非高风险患者,以及一项针对接触过病毒但尚未患病的患者的预防试验。在第一次读数中,该药物看起来比默克公司(MRK)的新冠治疗药物有效得多。</blockquote></p><p> “It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p><p><blockquote>Cantor Fitzgerald分析师Louise Chen表示:“这无疑有助于证明辉瑞的制药研发比人们想象的要好。”她对该股给予跑赢大盘评级,目标价为61美元。</blockquote></p><p></p><p> Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p><p><blockquote>陈表示,在Covid-19疫苗和药丸销售的持久性更加明确以及其余产品得到证实之前,她预计投资者不会接受她的想法。</blockquote></p><p> “There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p><p><blockquote>“我认为没有一个事件会引发该股下一个级别的重新评级,”她说。“在这些事情发生之前,我认为不一定会发生。”</blockquote></p><p> That makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p><p><blockquote>这使得对辉瑞的押注成为一项长期投资。与此同时,Moderna(MRNA)最近几周的经历凸显了疫苗制造商因疫苗分配不平等而受到审查的可能性。</blockquote></p><p> Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p><p><blockquote>拜登政府官员对Moderna越来越失望,呼吁该公司提高产量,以便能够以非营利价格向低收入国家提供更多剂量,一位高级官员呼吁该公司“挺身而出”。</blockquote></p><p> Moderna shares are down more than 40% over the past three months.</p><p><blockquote>Moderna股价在过去三个月下跌了40%以上。</blockquote></p><p> As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p><p><blockquote>随着疫情的持续,辉瑞面临着侵蚀大约一年前推出Covid-19疫苗时赢得的巨大商誉的风险。本月早些时候,辉瑞首席执行官布尔拉指责低收入国家疫苗分配不公平,告诉<i>巴伦周刊</i>没有下订单是他们的错。辉瑞公司已以非营利价格向美国出售了10亿剂疫苗,捐赠给贫穷国家,并表示到明年年底将向中低收入国家提供总计至少20亿剂疫苗。</blockquote></p><p> When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p><p><blockquote>在抗病毒药物方面,辉瑞仅表示将为较贫穷国家提供分级定价,与其疫苗采取的方法相同。</blockquote></p><p> That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p><p><blockquote>这与默克公司向贫穷国家提供自己的Covid-19药丸的计划形成鲜明对比。默克公司已与一个联合国支持的组织签署了一项协议,允许其药丸在全球范围内获得许可,无需向默克公司支付特许权使用费。</blockquote></p><p> Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p><p><blockquote>多尔斯滕表示,辉瑞正在考虑根据与默克类似的机制许可其药物。“我们将考虑这些选择,”他说。“我们绝不是说我们会做一些不同的事情。我们只是想确保参与其中的人都能获得这样做的建议和技能。”</blockquote></p><p> Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p><p><blockquote>这样的一步来得太快了。上月底,活动人士在布尔拉家外抗议,呼吁辉瑞分享其疫苗制造技术,并在富裕国家之前完成低收入国家的订单。</blockquote></p><p> An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p><p><blockquote>分享其抗病毒药物的积极计划将有助于避免此类批评,使辉瑞公司相对受到华盛顿的青睐,并使其令人印象深刻的科学知识继续推动股价走高。</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>Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示其研发实力雄厚。这对该股来说是一个好兆头。</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\">\nPfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示其研发实力雄厚。这对该股来说是一个好兆头。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-13 11:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p><p><blockquote>周一早上,辉瑞公司首席科学官米凯尔·多尔斯滕(Mikael Dolsten)接到电话时,听起来很头晕。就在几天前,他的公司宣布其Covid-19抗病毒药物将高危成年人的住院风险降低了89%。</blockquote></p><p> “It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p><p><blockquote>多尔斯滕说:“你能够打破这种类型的世界纪录,同时偶然获得大满贯,这不可能只是一件随机的事情。”他在试图说明辉瑞的双重胜利:在短短10个月内开发出了一种效果惊人的Covid-19疫苗,一年后又开发出了一种同样令人惊叹的Covid-19抗病毒药物。</blockquote></p><p> Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p><p><blockquote>两年前,辉瑞(股票代码:PFE)首席执行官阿尔伯特·布尔拉(Albert Bourla)要求投资者对多尔斯滕十多年来重建的研发业务进行豪赌。这个赌注看起来比以往任何时候都更聪明。</blockquote></p><p> Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p><p><blockquote>Bourla已经摆脱了辉瑞的非专利药物部门及其最后的消费者健康产品,留下了一家纯粹的生物制药公司,该公司的生死存亡都取决于Dolsten的科学实力。</blockquote></p><p> In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p><p><blockquote>在2019年11月的一篇封面报道中,<i>巴伦周刊</i>认为布尔拉和多尔斯滕可以成功。</blockquote></p><p> The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p><p><blockquote>新的抗病毒数据再次证实了辉瑞的理由<i>巴伦周刊</i>两年前做的。然而,随着对全球疫苗分配不平等的批评越来越多,继续从大流行中获利会带来新的风险。在全球超过70亿剂疫苗中,低收入国家仅占不到1%。如果辉瑞抗病毒药物的分销继续有利于富裕国家,该公司的股票最终可能会受到影响。</blockquote></p><p> Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).</p><p><blockquote>数据公布当天,辉瑞股价飙升10.9%,创下至少20年来的最佳单日表现。尽管如此,由于该股目前易手价格约为50美元,投资者继续低估该公司的价值。投资者对辉瑞的定价是明年预期收益的12倍,低于强生(JNJ)和礼来(LLY)等同行。</blockquote></p><p> The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p><p><blockquote>辉瑞的折扣可归因于对该制药商在本世纪末面临专利悬崖的担忧。该公司将失去对少数年收入数十亿美元的药物的独家经营权。</blockquote></p><p> The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p><p><blockquote>这些担忧是合理的,但辉瑞的科学政变应该让投资者相信该公司的科学能够安全地越过悬崖。市场可能需要时间才能赶上,但对于长期投资者来说,这是一个充满希望的机会。</blockquote></p><p> The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p><p><blockquote>抗病毒药物的成功是辉瑞科学实力的最佳例证。</blockquote></p><p> While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p><p><blockquote>虽然辉瑞的新冠肺炎疫苗来自德国生物技术公司BioNTech(BNTX)的实验室,但新的新冠肺炎抗病毒药物是由多尔斯滕所说的辉瑞位于美国东北部实验室的科学家“梦之队”研制出来的。</blockquote></p><p> In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p><p><blockquote>在大流行的早期,辉瑞公司将其努力分为与BioNTech在疫苗上的合作和对新冠肺炎药丸的探索。疫苗工作规模巨大;多尔斯滕称之为横跨大西洋的“巨型团队”。</blockquote></p><p> The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p><p><blockquote>抗病毒项目规模要小得多——一组辉瑞专家利用疫苗推广剩余的资源进行运营。</blockquote></p><p> “The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p><p><blockquote>“小分子更像是一个灵活、专注于激光的高端团队,拥有相当适中的资源,”多尔斯滕说。</blockquote></p><p> Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p><p><blockquote>多尔斯滕召集了辉瑞公司一些最有经验的科学家参与抗病毒项目,其中包括药物设计主管夏洛特·阿勒顿。科学家们从辉瑞公司多年前在一种叫做蛋白酶抑制剂的抗病毒药物上所做的工作开始。</blockquote></p><p> “[Pfizer’s] pharmaceutical R&D is better than people had thought.”</p><p><blockquote>“(辉瑞的)制药研发比人们想象的要好。”</blockquote></p><p> The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p><p><blockquote>然而,辉瑞文库中的蛋白酶抑制剂已经静脉内施用,并且当口服递送时效果不佳。该团队必须弄清楚如何使药物适应口服给药,这是一项艰巨的任务。</blockquote></p><p> “They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p><p><blockquote>“他们必须真正创造很多新的化学反应,”多尔斯滕说。科学家们创造了600种化合物来确定正确的药物,这个过程通常可能需要数年时间,但他们在几个月内就完成了。“在这里,四年变成了四个月,”他说。</blockquote></p><p> Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).</p><p><blockquote>辉瑞公司于三月份开始在人体中测试这种药物。该公司目前正在进行该药物的多项2/3期试验,包括一项针对高风险患者,一项针对非高风险患者,以及一项针对接触过病毒但尚未患病的患者的预防试验。在第一次读数中,该药物看起来比默克公司(MRK)的新冠治疗药物有效得多。</blockquote></p><p> “It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p><p><blockquote>Cantor Fitzgerald分析师Louise Chen表示:“这无疑有助于证明辉瑞的制药研发比人们想象的要好。”她对该股给予跑赢大盘评级,目标价为61美元。</blockquote></p><p></p><p> Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p><p><blockquote>陈表示,在Covid-19疫苗和药丸销售的持久性更加明确以及其余产品得到证实之前,她预计投资者不会接受她的想法。</blockquote></p><p> “There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p><p><blockquote>“我认为没有一个事件会引发该股下一个级别的重新评级,”她说。“在这些事情发生之前,我认为不一定会发生。”</blockquote></p><p> That makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p><p><blockquote>这使得对辉瑞的押注成为一项长期投资。与此同时,Moderna(MRNA)最近几周的经历凸显了疫苗制造商因疫苗分配不平等而受到审查的可能性。</blockquote></p><p> Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p><p><blockquote>拜登政府官员对Moderna越来越失望,呼吁该公司提高产量,以便能够以非营利价格向低收入国家提供更多剂量,一位高级官员呼吁该公司“挺身而出”。</blockquote></p><p> Moderna shares are down more than 40% over the past three months.</p><p><blockquote>Moderna股价在过去三个月下跌了40%以上。</blockquote></p><p> As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p><p><blockquote>随着疫情的持续,辉瑞面临着侵蚀大约一年前推出Covid-19疫苗时赢得的巨大商誉的风险。本月早些时候,辉瑞首席执行官布尔拉指责低收入国家疫苗分配不公平,告诉<i>巴伦周刊</i>没有下订单是他们的错。辉瑞公司已以非营利价格向美国出售了10亿剂疫苗,捐赠给贫穷国家,并表示到明年年底将向中低收入国家提供总计至少20亿剂疫苗。</blockquote></p><p> When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p><p><blockquote>在抗病毒药物方面,辉瑞仅表示将为较贫穷国家提供分级定价,与其疫苗采取的方法相同。</blockquote></p><p> That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p><p><blockquote>这与默克公司向贫穷国家提供自己的Covid-19药丸的计划形成鲜明对比。默克公司已与一个联合国支持的组织签署了一项协议,允许其药丸在全球范围内获得许可,无需向默克公司支付特许权使用费。</blockquote></p><p> Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p><p><blockquote>多尔斯滕表示,辉瑞正在考虑根据与默克类似的机制许可其药物。“我们将考虑这些选择,”他说。“我们绝不是说我们会做一些不同的事情。我们只是想确保参与其中的人都能获得这样做的建议和技能。”</blockquote></p><p> Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p><p><blockquote>这样的一步来得太快了。上月底,活动人士在布尔拉家外抗议,呼吁辉瑞分享其疫苗制造技术,并在富裕国家之前完成低收入国家的订单。</blockquote></p><p> An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p><p><blockquote>分享其抗病毒药物的积极计划将有助于避免此类批评,使辉瑞公司相对受到华盛顿的青睐,并使其令人印象深刻的科学知识继续推动股价走高。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1\">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":{"PFE":"辉瑞"},"source_url":"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102251183","content_text":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.\n“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.\nTwo years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.\nBourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.\nIn a cover story in November 2019, Barron’s argued that Bourla and Dolsten could pull it off.\nThe new antiviral data reaffirms the case for Pfizer that Barron’s made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.\nPfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).\nThe Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.\nThe worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.\nThe success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.\nWhile Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.\nIn the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.\nThe antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.\n“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.\nDolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.\n“[Pfizer’s] pharmaceutical R&D is better than people had thought.”\nThe protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.\n“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.\nPfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).\n“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.\nChen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.\n“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”\nThat makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.\nBiden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”\nModerna shares are down more than 40% over the past three months.\nAs the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling Barron’s that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.\nWhen it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.\nThat contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.\nDolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”\nSuch a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.\nAn aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.","news_type":1,"symbols_score_info":{"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823357348,"gmtCreate":1633589509226,"gmtModify":1633589509534,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"To the moon ","listText":"To the moon ","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823357348","repostId":"2173948607","repostType":4,"repost":{"id":"2173948607","kind":"highlight","pubTimestamp":1633570746,"share":"https://www.laohu8.com/m/news/2173948607?lang=zh_CN&edition=full","pubTime":"2021-10-07 09:39","market":"us","language":"en","title":"Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票,它们具有强大的定价能力,比瑞银目标至少有20%的上涨潜力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2173948607","media":"MarketWatch","summary":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge. Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enoug","content":"<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge</p><p><blockquote>瑞银预计,随着航运、原材料和工资成本飙升,定价权将变得更加重要</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9666acc8b6cbedd5fb585565a168bcf\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片</span></p></blockquote></p><p> Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.</p><p><blockquote>随着第三季度财报季的临近,通胀和供应问题是华尔街最热门的词汇之一,投资者等着看哪些公司最擅长管理飙升的成本压力和航运中断。</blockquote></p><p> UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.</p><p><blockquote>瑞银策略师认为,应对这些不利因素的最佳方法之一是公司提高价格,但并非所有公司都能提高价格,从而在不失去客户的情况下产生真正的影响。</blockquote></p><p> A number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc. and Dollar Tree Inc..</p><p><blockquote>鉴于成本上升和供应链中断,不同行业的许多公司已经下调了前瞻性指引,如联邦快递公司、如新企业公司和美元树公司..</blockquote></p><p> Third-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&P 500 companies expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.</p><p><blockquote>第三季度财报季将于下周正式拉开帷幕,标普500公司的每股收益总额预计将同比增长约27%,销售额将同比增长约15%。</blockquote></p><p> “Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.</p><p><blockquote>瑞银策略师本周在给客户的一份报告中写道:“随着运输成本飙升、原材料上涨、供应链问题和工资增长加速,定价能力应该成为相对回报的一个更加重要的主题。”</blockquote></p><p> So the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.</p><p><blockquote>因此,由基思·帕克(Keith Parker)领导的策略师要求瑞银(UBS)33个行业的分析师找出相对定价能力最强的公司。分析师还被要求根据瑞银股票策略在定价能力、利润率势头和投入成本敞口方面的综合得分,选出在各自行业中得分排名前三分之一的公司;拥有“买入”评级;并且股票的价格目标至少有10%的上涨潜力。</blockquote></p><p> Here are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:</p><p><blockquote>以下是瑞银名单上的10只“信念坚定、定价能力强的股票”,它们比分析师的股价目标至少有20%的上涨空间,按字母顺序排列:</blockquote></p><p> <ul> <li>Advance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.</li> </ul> “The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”</p><p><blockquote><ul><li>Advance Auto Parts Inc.,目标价为255美元,这意味着周三下午交易的价格有约21%的上涨空间。分析师迈克尔·拉瑟(Michael Lasser)表示,他认为这家汽车零部件公司(AAP)的售后市场基本面处于强势地位,流动性的逐步增加和重返办公室工作应该会推动车辆行驶里程的进一步恢复。</li></ul>“汽车零部件行业传统上拥有强大的定价权,能够将价格上涨转嫁给客户,”拉塞尔写道。“此外,AAP在市场的商业领域也拥有最大的敞口,这一点受到了更多的青睐。”</blockquote></p><p> <ul> <li>Apple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.</li> </ul> “End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.</p><p><blockquote><ul><li>苹果公司的目标价为175美元,意味着24%的上涨空间。分析师David Vogt表示,瑞银调查显示客户对苹果产品的满意度很高,其技术能力的结合表明,这家个人电脑和智能手机巨头的品牌资产应该会推动电池电动汽车(BEV)市场的采用。</li></ul>沃格特写道:“尽管产品采购/产量增加,但终端市场需求逐年改善,导致‘等待时间’增加。”关于纯电动汽车市场,Vogt表示,虽然苹果不是先行者,但“其大量资源应该使该公司成为‘快速追随者’”,类似于2007年进入智能手机市场时。</blockquote></p><p> <ul> <li>CME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.</li> </ul> “As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.</p><p><blockquote><ul><li>CME Group Inc.,目标价为245美元,意味着上涨23%。分析师Alex Kramm表示,该衍生品交易平台受益于全球扩张、创新、期权的采用和定价。他认为监管可以为增长提供推动力。</li></ul>克拉姆写道:“作为一家主要的美国期货企业,芝商所在该领域享有最高的进入壁垒。”</blockquote></p><p> <ul> <li>Danaher Corp. has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.</li> </ul> “DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.</p><p><blockquote><ul><li>丹纳赫公司的目标价为365美元,这意味着22%的上涨空间。分析师John Sourbeer认为,医疗产品和服务公司(DHR)在生命科学工具和服务领域“处于非常有利的地位”,因为新冠病毒检测应该比同行好得多,而且疫苗和治疗机会似乎是持久的。</li></ul>Sourbeer写道:“DHR销售引擎能够主动识别潜在定价压力的领域,并[成功地]引导客户购买高价值产品。”</blockquote></p><p></p><p> <ul> <li>EOG Resources Inc. has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.</li> </ul> “Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”</p><p><blockquote><ul><li>EOG Resources Inc.的目标股价为119美元,上涨38%。分析师劳埃德·伯恩(Lloyd Byrne)鉴于由于钻井天数减少、部署“超级拉链压裂”和合同谈判,预计2022年油井成本将持平或下降,这家石油和天然气勘探公司处于有利地位,可以缓解明年预计的通胀压力。较低的利率。</li></ul>“大宗商品公司的定价权很难实现。不过,那些能够通过最佳控制成本来保持利润的公司处于更有利的地位,”伯恩写道。“EOG比大多数公司处于更有利的地位,因为它积极主动地降低投入和服务成本,同时在运营方面表现出色。”</blockquote></p><p> <ul> <li>Extra Space Storage Inc.’s stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.</li> </ul> “Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”</p><p><blockquote><ul><li>Extra Space Storage Inc.的目标股价为210美元,意味着上涨24%。分析师迈克尔·戈德史密斯表示,他认为强劲的潜在需求,加上供应增长放缓,将支撑租金增长。</li></ul>戈德史密斯写道:“对自助存储的强劲需求和较高的入住率,加上其非自由支配的性质,增加了运营商的定价能力。”“运营商正在向新客户展示他们的定价权,现有客户的租金每9-12个月上涨一次。”</blockquote></p><p> <ul> <li>Generac Holdings Inc. has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc. and Enphase Energy Inc..</li> </ul> “Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.</p><p><blockquote><ul><li>Generac Holdings Inc.的目标价为500美元,这意味着上涨23%。分析师Jon Windham认为,这家发电设备制造商的竞争优势在于其客户获取平台,这将使其能够从现有企业SolarEdge Technologies Inc.和Enphase Energy Inc.手中夺取市场份额。</li></ul>温德姆写道:“主导市场份额(约80%)和对家庭备用电源的强劲需求隔离了本已很高的住宅产品利润率。”</blockquote></p><p> <ul> <li>Nike Inc.’s price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.</li> </ul> “We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.</p><p><blockquote><ul><li>耐克公司185美元的目标价意味着24%的上涨空间。分析师Jay Sole表示,瑞银的调查和定价数据显示,耐克品牌目前在全球关注度排名第一,这家运动服装和配饰公司有很大的空间减少促销活动。</li></ul>Sole写道:“我们认为市场并没有完全理解耐克在产品创新、供应链和电子商务方面的投资如何协同推动销量增长和[平均售价]上涨。”</blockquote></p><p> <ul> <li>Salesforce.com Inc. has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.</li> </ul> “Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.</p><p><blockquote><ul><li>Salesforce.com Inc.的目标股价为330美元,这意味着20%的上涨潜力。分析师Karl Keirstead表示,这家客户关系管理软件公司似乎正在远远超越之前营业利润率扩张有限的时代,并致力于提高年度营业利润率。</li></ul>“重要的是,利润率前景改善背后的驱动因素在我们看来是可持续的,营收表现出色,永久转向WFH(在家工作)和基于Zoom的客户互动,以及内部更新的费用纪律……这是三个最大的驱动因素,”凯尔斯泰德写道。</blockquote></p><p> <ul> <li>Teleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.</li> </ul> Taylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.</p><p><blockquote><ul><li>Teleflex Inc.的目标价为480美元,意味着上涨28%。分析师马修·泰勒表示,这家医疗技术产品公司生产了许多不为人所知的廉价产品,这给了他们提高价格的机会。</li></ul>泰勒表示,鉴于该公司在必要程序和选择性程序方面的影响力,他相信从长远来看,利润率可能会“显着提高”,而在大流行后的世界中,这些程序应该会迅速恢复。</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>Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票,它们具有强大的定价能力,比瑞银目标至少有20%的上涨潜力</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\">\nHere are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票,它们具有强大的定价能力,比瑞银目标至少有20%的上涨潜力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-07 09:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge</p><p><blockquote>瑞银预计,随着航运、原材料和工资成本飙升,定价权将变得更加重要</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9666acc8b6cbedd5fb585565a168bcf\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片</span></p></blockquote></p><p> Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.</p><p><blockquote>随着第三季度财报季的临近,通胀和供应问题是华尔街最热门的词汇之一,投资者等着看哪些公司最擅长管理飙升的成本压力和航运中断。</blockquote></p><p> UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.</p><p><blockquote>瑞银策略师认为,应对这些不利因素的最佳方法之一是公司提高价格,但并非所有公司都能提高价格,从而在不失去客户的情况下产生真正的影响。</blockquote></p><p> A number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc. and Dollar Tree Inc..</p><p><blockquote>鉴于成本上升和供应链中断,不同行业的许多公司已经下调了前瞻性指引,如联邦快递公司、如新企业公司和美元树公司..</blockquote></p><p> Third-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&P 500 companies expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.</p><p><blockquote>第三季度财报季将于下周正式拉开帷幕,标普500公司的每股收益总额预计将同比增长约27%,销售额将同比增长约15%。</blockquote></p><p> “Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.</p><p><blockquote>瑞银策略师本周在给客户的一份报告中写道:“随着运输成本飙升、原材料上涨、供应链问题和工资增长加速,定价能力应该成为相对回报的一个更加重要的主题。”</blockquote></p><p> So the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.</p><p><blockquote>因此,由基思·帕克(Keith Parker)领导的策略师要求瑞银(UBS)33个行业的分析师找出相对定价能力最强的公司。分析师还被要求根据瑞银股票策略在定价能力、利润率势头和投入成本敞口方面的综合得分,选出在各自行业中得分排名前三分之一的公司;拥有“买入”评级;并且股票的价格目标至少有10%的上涨潜力。</blockquote></p><p> Here are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:</p><p><blockquote>以下是瑞银名单上的10只“信念坚定、定价能力强的股票”,它们比分析师的股价目标至少有20%的上涨空间,按字母顺序排列:</blockquote></p><p> <ul> <li>Advance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.</li> </ul> “The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”</p><p><blockquote><ul><li>Advance Auto Parts Inc.,目标价为255美元,这意味着周三下午交易的价格有约21%的上涨空间。分析师迈克尔·拉瑟(Michael Lasser)表示,他认为这家汽车零部件公司(AAP)的售后市场基本面处于强势地位,流动性的逐步增加和重返办公室工作应该会推动车辆行驶里程的进一步恢复。</li></ul>“汽车零部件行业传统上拥有强大的定价权,能够将价格上涨转嫁给客户,”拉塞尔写道。“此外,AAP在市场的商业领域也拥有最大的敞口,这一点受到了更多的青睐。”</blockquote></p><p> <ul> <li>Apple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.</li> </ul> “End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.</p><p><blockquote><ul><li>苹果公司的目标价为175美元,意味着24%的上涨空间。分析师David Vogt表示,瑞银调查显示客户对苹果产品的满意度很高,其技术能力的结合表明,这家个人电脑和智能手机巨头的品牌资产应该会推动电池电动汽车(BEV)市场的采用。</li></ul>沃格特写道:“尽管产品采购/产量增加,但终端市场需求逐年改善,导致‘等待时间’增加。”关于纯电动汽车市场,Vogt表示,虽然苹果不是先行者,但“其大量资源应该使该公司成为‘快速追随者’”,类似于2007年进入智能手机市场时。</blockquote></p><p> <ul> <li>CME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.</li> </ul> “As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.</p><p><blockquote><ul><li>CME Group Inc.,目标价为245美元,意味着上涨23%。分析师Alex Kramm表示,该衍生品交易平台受益于全球扩张、创新、期权的采用和定价。他认为监管可以为增长提供推动力。</li></ul>克拉姆写道:“作为一家主要的美国期货企业,芝商所在该领域享有最高的进入壁垒。”</blockquote></p><p> <ul> <li>Danaher Corp. has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.</li> </ul> “DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.</p><p><blockquote><ul><li>丹纳赫公司的目标价为365美元,这意味着22%的上涨空间。分析师John Sourbeer认为,医疗产品和服务公司(DHR)在生命科学工具和服务领域“处于非常有利的地位”,因为新冠病毒检测应该比同行好得多,而且疫苗和治疗机会似乎是持久的。</li></ul>Sourbeer写道:“DHR销售引擎能够主动识别潜在定价压力的领域,并[成功地]引导客户购买高价值产品。”</blockquote></p><p></p><p> <ul> <li>EOG Resources Inc. has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.</li> </ul> “Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”</p><p><blockquote><ul><li>EOG Resources Inc.的目标股价为119美元,上涨38%。分析师劳埃德·伯恩(Lloyd Byrne)鉴于由于钻井天数减少、部署“超级拉链压裂”和合同谈判,预计2022年油井成本将持平或下降,这家石油和天然气勘探公司处于有利地位,可以缓解明年预计的通胀压力。较低的利率。</li></ul>“大宗商品公司的定价权很难实现。不过,那些能够通过最佳控制成本来保持利润的公司处于更有利的地位,”伯恩写道。“EOG比大多数公司处于更有利的地位,因为它积极主动地降低投入和服务成本,同时在运营方面表现出色。”</blockquote></p><p> <ul> <li>Extra Space Storage Inc.’s stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.</li> </ul> “Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”</p><p><blockquote><ul><li>Extra Space Storage Inc.的目标股价为210美元,意味着上涨24%。分析师迈克尔·戈德史密斯表示,他认为强劲的潜在需求,加上供应增长放缓,将支撑租金增长。</li></ul>戈德史密斯写道:“对自助存储的强劲需求和较高的入住率,加上其非自由支配的性质,增加了运营商的定价能力。”“运营商正在向新客户展示他们的定价权,现有客户的租金每9-12个月上涨一次。”</blockquote></p><p> <ul> <li>Generac Holdings Inc. has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc. and Enphase Energy Inc..</li> </ul> “Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.</p><p><blockquote><ul><li>Generac Holdings Inc.的目标价为500美元,这意味着上涨23%。分析师Jon Windham认为,这家发电设备制造商的竞争优势在于其客户获取平台,这将使其能够从现有企业SolarEdge Technologies Inc.和Enphase Energy Inc.手中夺取市场份额。</li></ul>温德姆写道:“主导市场份额(约80%)和对家庭备用电源的强劲需求隔离了本已很高的住宅产品利润率。”</blockquote></p><p> <ul> <li>Nike Inc.’s price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.</li> </ul> “We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.</p><p><blockquote><ul><li>耐克公司185美元的目标价意味着24%的上涨空间。分析师Jay Sole表示,瑞银的调查和定价数据显示,耐克品牌目前在全球关注度排名第一,这家运动服装和配饰公司有很大的空间减少促销活动。</li></ul>Sole写道:“我们认为市场并没有完全理解耐克在产品创新、供应链和电子商务方面的投资如何协同推动销量增长和[平均售价]上涨。”</blockquote></p><p> <ul> <li>Salesforce.com Inc. has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.</li> </ul> “Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.</p><p><blockquote><ul><li>Salesforce.com Inc.的目标股价为330美元,这意味着20%的上涨潜力。分析师Karl Keirstead表示,这家客户关系管理软件公司似乎正在远远超越之前营业利润率扩张有限的时代,并致力于提高年度营业利润率。</li></ul>“重要的是,利润率前景改善背后的驱动因素在我们看来是可持续的,营收表现出色,永久转向WFH(在家工作)和基于Zoom的客户互动,以及内部更新的费用纪律……这是三个最大的驱动因素,”凯尔斯泰德写道。</blockquote></p><p> <ul> <li>Teleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.</li> </ul> Taylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.</p><p><blockquote><ul><li>Teleflex Inc.的目标价为480美元,意味着上涨28%。分析师马修·泰勒表示,这家医疗技术产品公司生产了许多不为人所知的廉价产品,这给了他们提高价格的机会。</li></ul>泰勒表示,鉴于该公司在必要程序和选择性程序方面的影响力,他相信从长远来看,利润率可能会“显着提高”,而在大流行后的世界中,这些程序应该会迅速恢复。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?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":{"CHTR":"特许通讯","FDX":"联邦快递","NUS":"如新集团","CRM":"赛富时","GNRC":"Generac控股","DLTR":"美元树公司","AAPL":"苹果","AEE":"阿曼瑞恩","CME":"芝加哥商品交易所","EOG":"依欧格资源","KO":"可口可乐","EXR":"Extra Space Storage Inc","USB":"美国合众银行","SBAC":"SBA通信","SEDG":"SolarEdge Technologies, Inc.","DHR":"丹纳赫","NKE":"耐克","ENPH":"Enphase Energy","AAP":"Advance Auto Parts Inc"},"source_url":"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173948607","content_text":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge\nGetty Images\nInflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.\nUBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.\nA number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc. and Dollar Tree Inc..\nThird-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&P 500 companies expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.\n“Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.\nSo the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.\nHere are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:\n\nAdvance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.\n\n“The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”\n\nApple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.\n\n“End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.\n\nCME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.\n\n“As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.\n\nDanaher Corp. has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.\n\n“DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.\n\nEOG Resources Inc. has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.\n\n“Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”\n\nExtra Space Storage Inc.’s stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.\n\n“Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”\n\nGenerac Holdings Inc. has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc. and Enphase Energy Inc..\n\n“Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.\n\nNike Inc.’s price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.\n\n“We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.\n\nSalesforce.com Inc. has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.\n\n“Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.\n\nTeleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.\n\nTaylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.","news_type":1,"symbols_score_info":{"SEDG":0.9,"EXR":0.9,"CHTR":0.9,"SBAC":0.9,"CRM":0.9,"FDX":0.9,"CME":0.9,"AEE":0.9,"ENPH":0.9,"EOG":0.9,"DHR":0.9,"AAPL":0.9,"KO":0.9,"AAP":0.9,"DLTR":0.9,"GNRC":0.9,"USB":0.9,"NKE":0.9,"NUS":0.9}},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837342986,"gmtCreate":1629859588245,"gmtModify":1631891844290,"author":{"id":"3553846715363515","authorId":"3553846715363515","name":"thatsy","avatar":"https://static.tigerbbs.com/f26fbbdbb8bc4a4041112e5874d1041e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553846715363515","idStr":"3553846715363515"},"themes":[],"htmlText":"To the moon and pluto! 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