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Kwgan
2021-09-29
👌
Technically Speaking: Is The Market "Melting-Up?"<blockquote>从技术上讲:市场正在“融化”吗?</blockquote>
Kwgan
2021-09-28
Ok
Why 4430 Is A Crucial Line In The Sand For The S&P 500 This Week<blockquote>为什么4430是本周标普500的关键线</blockquote>
Kwgan
2021-09-22
Ok
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Kwgan
2021-09-05
Ok
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Kwgan
2021-07-06
Nice
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Kwgan
2021-11-30
Ok
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Kwgan
2021-10-17
Ok
Plug Power's Lowered Guidance Lacking Detail, Analyst Says<blockquote>分析师称普拉格能源下调指引缺乏细节</blockquote>
Kwgan
2021-12-06
Ok
Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote>
Kwgan
2021-11-22
Ok
Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</blockquote>
Kwgan
2021-10-30
👌
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10:17","market":"us","language":"en","title":"A Year After Announcing a Big Partnership, Ocugen Is in a Sorry State<blockquote>宣布大合作伙伴关系一年后,Ocugen的处境很糟糕</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144001147","media":"InvestorPlace","summary":"In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, t","content":"<p><div> In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, the stock has surged by over 500%. The stock’s ascent began after Dec. 21, 2020 — starting from there...</p><p><blockquote><div>去年,Ocugen(纳斯达克股票代码:OCGN)股票仍然是表现最好的股票之一。在此期间,该股已大涨超500%。该股的上涨始于2020年12月21日之后——从那里开始……</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Year After Announcing a Big Partnership, Ocugen Is in a Sorry State<blockquote>宣布大合作伙伴关系一年后,Ocugen的处境很糟糕</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\">\nA Year After Announcing a Big Partnership, Ocugen Is in a Sorry State<blockquote>宣布大合作伙伴关系一年后,Ocugen的处境很糟糕</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-26 10:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, the stock has surged by over 500%. The stock’s ascent began after Dec. 21, 2020 — starting from there...</p><p><blockquote><div>去年,Ocugen(纳斯达克股票代码:OCGN)股票仍然是表现最好的股票之一。在此期间,该股已大涨超500%。该股的上涨始于2020年12月21日之后——从那里开始……</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OCGN":"Ocugen"},"source_url":"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144001147","content_text":"In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, the stock has surged by over 500%. The stock’s ascent began after Dec. 21, 2020 — starting from there, the stock is up over 1,600%.\nHowever, it’s worth noting that OCGN stock was trading well below one dollar before it stitched a partnership with Bharat Biotech. The companies announced plans to begin manufacturing Covid-19 vaccines in the U.S. on Dec. 22 last year.\nBeyond the news of this partnership, there has been little to cheer for investors. OCGN stock traded at all-time highs of $18.77 in February and reached slightly lower peaks in May and November. The stock traded at $5.12 at the start of Dec. 23.\nOcugen will continue to underperform going forward. Even after the downtrend in the last few months, OCGN stock should be avoided.\nLet’s talk about the reasons to be bearish.\nFDA Approval Remains Elusive\nPfizer(NYSE:PFE) and Moderna(NASDAQ:MRNA) have been leaders in the vaccine race in the U.S. In a country where more than 70% of the population has already been vaccinated, Ocugen has yet to secure an approval from the U.S. Food and Drug Administration.\nBack in June, the biotech company’s application for emergency use authorization was rejected by the FDA. The recommendation by the FDA was to file for a biologics license application, which implies full approval.\nIn November, Ocugen announced that the FDA has “issued a clinical hold on the Company’s Investigational New Drug application (IND) to evaluate the COVID-19 vaccine candidate.” The FDA will be identifying the specific deficiencies that form a basis for the clinical hold. Once Ocugen addresses these deficiencies, there will be some progress.\nThe key point is that it’s been over a year since Ocugen announced the partnership with Bharat Biotech. The company has still been unsuccessful from an approval perspective.\nIn July, Ocugen had also initiated a rolling submission to Health Canada for the vaccine. There is no positive news on that front either.\nLet’s imagine a scenario where Ocugen receives an approval for vaccine use in Q1 2022. This is very unlikely. However, even in an optimistic case scenario, Ocugen needs to compete in a market where vaccination percentage is high. There is unlikely to be a case for strong revenue and cash flow growth.\nCan Omicron Provide a Lifeline for OCGN Stock?\nThe omicron variant has been a cause of concern for governments globally. Ocugen and partner Bharat Biotech are currently studying the effectiveness of the vaccine against the variant.\nIf the vaccine proves to be effective, can it be a game-changer for Ocugen? Most likely, no.\nFirst and foremost, Moderna has announced that its Covid-19 booster increases neutralizing antibodies 37-fold against Omicron variant.\nFurthermore, Pfizer has announced that a third dose increases the “neutralizing antibody by 25-fold compared to two doses against the Omicron variant.”\nClearly, the leading vaccine makers have an edge. Even if Ocugen announces that its vaccine is effective against the omicron variant, the stock is unlikely to trend higher.\nPeople who have already taken two shots of Moderna or Pfizer are unlikely to pursue a booster shot with Ocugen. Additionally, Ocugen is still struggling for approval.\nIt’s also worth noting that Ocugen needs to share revenue with Bharat Biotech. The visibility for healthy cash flows is therefore very unlikely.\nOCGN Stock Will Trend Lower\nOCGN stock is likely to continue trending lower in the coming months. Without an approval, the company is rapidly losing out on any revenue and cash flow potential.\nThe company is building a pipeline of drugs for various indications. However, the pipeline for various indications is still at a pre-clinical stage.\nThe stock trend will therefore be dictated by the outcome of Covid-19 vaccine approval and revenue potential. Things seem bleak on that front.\nIt also seems unlikely that Ocugen has a capability to expand the vaccine partnership with Bharat Biotech to other countries.","news_type":1,"symbols_score_info":{"OCGN":0.9}},"isVote":1,"tweetType":1,"viewCount":2871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698667119,"gmtCreate":1640387744630,"gmtModify":1640387744839,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555113831623017","idStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698667119","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":3557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698104428,"gmtCreate":1640313200082,"gmtModify":1640313847217,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555113831623017","idStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698104428","repostId":"2193078140","repostType":4,"isVote":1,"tweetType":1,"viewCount":4914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691770205,"gmtCreate":1640251904193,"gmtModify":1640251904403,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555113831623017","idStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691770205","repostId":"1157821550","repostType":4,"repost":{"id":"1157821550","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":1640251319,"share":"https://www.laohu8.com/m/news/1157821550?lang=zh_CN&edition=full","pubTime":"2021-12-23 17:21","market":"us","language":"en","title":"Allakos shares surged nearly 11% in premarket trading. The stock tumbled nearly 90% on Wednesday.<blockquote>Allakos股价在盘前交易中飙升近11%。该股周三暴跌近90%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157821550","media":"Tiger Newspress","summary":"Allakos shares surged nearly 11% in premarket trading. The stock tumbled nearly 90% on Wednesday.The","content":"<p>Allakos shares surged nearly 11% in premarket trading. The stock tumbled nearly 90% on Wednesday.<img src=\"https://static.tigerbbs.com/98ef7d8b1588762547e1ff770c48fbc5\" tg-width=\"707\" tg-height=\"592\" referrerpolicy=\"no-referrer\">The company announced that its late-stage studies, KRYPTOS and ENIGMA 2 failed to achieve statistical significance yesterday.</p><p><blockquote>Allakos股价在盘前交易中飙升近11%。该股周三暴跌近90%。该公司昨天宣布,其后期研究KRYPTOS和ENIGMA 2未能达到统计显著性。</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>Allakos shares surged nearly 11% in premarket trading. The stock tumbled nearly 90% on Wednesday.<blockquote>Allakos股价在盘前交易中飙升近11%。该股周三暴跌近90%。</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\">\nAllakos shares surged nearly 11% in premarket trading. The stock tumbled nearly 90% on Wednesday.<blockquote>Allakos股价在盘前交易中飙升近11%。该股周三暴跌近90%。</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\">2021-12-23 17:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Allakos shares surged nearly 11% in premarket trading. The stock tumbled nearly 90% on Wednesday.<img src=\"https://static.tigerbbs.com/98ef7d8b1588762547e1ff770c48fbc5\" tg-width=\"707\" tg-height=\"592\" referrerpolicy=\"no-referrer\">The company announced that its late-stage studies, KRYPTOS and ENIGMA 2 failed to achieve statistical significance yesterday.</p><p><blockquote>Allakos股价在盘前交易中飙升近11%。该股周三暴跌近90%。该公司昨天宣布,其后期研究KRYPTOS和ENIGMA 2未能达到统计显著性。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALLK":"Allakos Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157821550","content_text":"Allakos shares surged nearly 11% in premarket trading. The stock tumbled nearly 90% on Wednesday.The company announced that its late-stage studies, KRYPTOS and ENIGMA 2 failed to achieve statistical significance yesterday.","news_type":1,"symbols_score_info":{"ALLK":0.9}},"isVote":1,"tweetType":1,"viewCount":2860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691129216,"gmtCreate":1640152235402,"gmtModify":1640152235611,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555113831623017","idStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691129216","repostId":"1157657338","repostType":4,"repost":{"id":"1157657338","kind":"news","pubTimestamp":1640144039,"share":"https://www.laohu8.com/m/news/1157657338?lang=zh_CN&edition=full","pubTime":"2021-12-22 11:33","market":"us","language":"en","title":"3 Stocks to Buy in a Heartbeat If There's a Stock Market Crash in 2022<blockquote>如果2022年股市崩盘,值得立即买入的3只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157657338","media":"Motley Fool","summary":"Each has an excellent future, and a stock market crash could give investors a chance to buy them at lower prices.","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Airbnb is arguably a better business now than before the pandemic.</li> <li>Apple's iPhone is capturing new customers for its ecosystem.</li> <li>Amazon's more profitable segments are growing faster.</li> </ul> Stock market crashes are nearly impossible to predict with any precision. However, investors can prepare for a crash by setting aside extra cash in their portfolios in anticipation. That way, if there is a market crash, investors have cash on hand and are ready to deploy it in buying excellent stocks at lower prices.</p><p><blockquote><ul><li>爱彼迎现在的业务可以说比大流行之前更好。</li><li>苹果的iPhone正在为其生态系统吸引新客户。</li><li>亚马逊利润更高的细分市场增长更快。</li></ul>股市崩盘几乎不可能精确预测。然而,投资者可以通过在投资组合中留出额外现金来应对崩盘。这样,如果市场崩盘,投资者手头就有现金,并准备好以较低的价格购买优质股票。</blockquote></p><p> In that regard, if there is a stock market crash in 2022,<b>Airbnb</b>(NASDAQ:ABNB),<b>Apple</b>(NASDAQ:AAPL), and <b>Amazon</b>(NASDAQ:AMZN) are three stocks you can buy in a heartbeat. Let's look closer at the case for why each stock deserves a spot in your portfolio.</p><p><blockquote>就此而言,如果2022年出现股灾,<b>爱彼迎</b>(纳斯达克:ABNB),<b>苹果</b>(纳斯达克:AAPL),以及<b>亚马逊</b>(纳斯达克:AMZN)是您可以立即购买的三只股票。让我们仔细看看为什么每只股票都值得在您的投资组合中占有一席之地。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3131619f7941ecc473ad8787d0fa380d\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Airbnb</b></p><p><blockquote><b>爱彼迎</b></blockquote></p><p> The worldwide facilitator of travel, Airbnb is steadily recovering from the devastation caused by the coronavirus pandemic. After two years of growth, Airbnb's revenue decreased 30% to $3.4 billion in 2020.</p><p><blockquote>作为全球旅行的推动者,爱彼迎正在从冠状病毒疫情造成的破坏中稳步恢复。经过两年的增长,爱彼迎的收入在2020年下降了30%,至34亿美元。</blockquote></p><p> Thankfully, several effective vaccines have been developed against COVID-19, and that's made folks more willing to travel again in 2021. So sales are bouncing back at Airbnb. In its most recent fiscal quarter ended Sept. 30, revenue was up 36% over the comparable pre-pandemic quarter in 2019. Even more impressively, net income increased to $834 million in the third quarter, up from $267 million in Q3 of 2019.</p><p><blockquote>值得庆幸的是,已经开发出了几种针对新冠肺炎的有效疫苗,这使得人们更愿意在2021年再次旅行。因此,爱彼迎的销售额正在反弹。在截至9月30日的最近一个财季中,收入比2019年大流行前的可比季度增长了36%。更令人印象深刻的是,第三季度净利润从2019年第三季度的2.67亿美元增至8.34亿美元。</blockquote></p><p> The company is gaining traction in the lucrative travel and resort industry that could be worth over $1 trillion in sales annually. Folks can often find places to stay on Airbnb's platform that are better fitted to their needs compared to hotels, which are less customizable.</p><p><blockquote>该公司在利润丰厚的旅游和度假村行业越来越受欢迎,年销售额可能超过1万亿美元。与定制性较差的酒店相比,人们通常可以在爱彼迎的平台上找到更适合他们需求的住宿地点。</blockquote></p><p> Airbnb's stock is trading at a price-to-free-cash-flow ratio of 59 -- its lowest all year -- and a stock market crash could cause it to sell at an even lower price.</p><p><blockquote>爱彼迎的股价与自由现金流比率为59,为全年最低水平,股市崩盘可能会导致其以更低的价格出售。</blockquote></p><p> <b>Apple</b></p><p><blockquote><b>苹果</b></blockquote></p><p> Unlike Airbnb, Apple's business has been thriving since the pandemic's onset. The company's products are more valuable to people working, learning, and entertaining themselves at home.</p><p><blockquote>与Airbnb不同的是,自疫情爆发以来,苹果的业务一直蓬勃发展。该公司的产品对在家工作、学习和娱乐的人更有价值。</blockquote></p><p> But that's not the only factor driving sales higher for Apple. The tech giant has done a masterful job updating legacy products like the iPhone in a fashion that keeps consumers interested. The most recent iPhone update has increased sales of the product to $192 billion in its latest fiscal year ended Sept. 25, up from $138 billion a year ago.</p><p><blockquote>但这并不是推动苹果销量上升的唯一因素。这家科技巨头在更新iPhone等传统产品方面做得非常出色,让消费者保持兴趣。最新的iPhone更新使该产品在截至9月25日的最新财年的销售额从一年前的1380亿美元增至1920亿美元。</blockquote></p><p> Apple has proven this capability for years. In the past decade alone, its revenue has grown at a compound annual rate of 12.9%. That's a difficult feat for a company the size of Apple with sales of $366 billion in its fiscal 2021.</p><p><blockquote>苹果多年来已经证明了这种能力。仅在过去十年,其收入就以12.9%的复合年增长率增长。对于像苹果这样规模、2021财年销售额为3660亿美元的公司来说,这是一项艰巨的壮举。</blockquote></p><p> What's more, sales of its products are bringing customers into its ecosystem -- and once with Apple, consumers tend to stick around. Indeed, sales from its services segment totaled $54 billion in 2021, and those sales produce a higher profit margin than its products do.</p><p><blockquote>更重要的是,其产品的销售正在将客户带入其生态系统——一旦有了苹果,消费者往往会留下来。事实上,2021年其服务部门的销售额总计540亿美元,这些销售额产生的利润率高于其产品。</blockquote></p><p> One of the only downsides to Apple's stock is its price. The company is approaching a $3 trillion market cap and is trading at a price-to-free-cash-flow ratio of 31 -- near the highs of the past decade. A stock market crash could alleviate some valuation concerns and allow you to buy Apple stock at a lower price.</p><p><blockquote>苹果股票唯一的缺点之一是其价格。该公司市值接近3万亿美元,市盈率与自由现金流比率为31,接近过去十年的高点。股市崩盘可能会缓解一些估值担忧,并让您以较低的价格购买苹果股票。</blockquote></p><p> <b>Amazon</b></p><p><blockquote><b>亚马逊</b></blockquote></p><p> Sales at Amazon, the titan of online retailers, have been surging throughout the pandemic. The company stepped up and delivered while hundreds of millions of folks were looking to avoid shopping in person for fear of contracting COVID-19. Indeed, from fiscal 2019 to 2020, Amazon's sales rose by more than $100 billion. The 37.6% increase in year-over-year sales drove operating profits from $14.5 billion to $22.9 billion. Amazon has gained millions of customers during the pandemic, and undoubtedly many of them will stick around long after.</p><p><blockquote>在线零售商巨头亚马逊的销售额在整个疫情期间一直在飙升。当数亿人因担心感染COVID-19而避免亲自购物时,该公司挺身而出并交付了产品。事实上,从2019财年到2020财年,亚马逊的销售额增长了超过1000亿美元。销售额同比增长37.6%,营业利润从145亿美元增至229亿美元。亚马逊在疫情期间赢得了数百万客户,毫无疑问,他们中的许多人会在很长一段时间后留下来。</blockquote></p><p> Interestingly, Amazon's more profitable segments are growing faster than the company overall. In the most recent quarter ended Sept. 30, revenue from its Amazon Web Services segment (which provides cloud computing to businesses) rose 39% year over year to $16.1 billion while the category that includes advertising revenue jumped 49% to $8.1 billion. In fact, since Q2 2020, the ad revenue category has nearly doubled.</p><p><blockquote>有趣的是,亚马逊利润更高的部门的增长速度快于公司整体。在截至9月30日的最近一个季度,亚马逊网络服务部门(为企业提供云计算)的收入同比增长39%,达到161亿美元,而包括广告收入在内的类别增长49%,达到81亿美元。事实上,自2020年第二季度以来,广告收入类别几乎翻了一番。</blockquote></p><p> Amazon is riding multiple tailwinds, including increased shopping online as well as greater advertising online. These trends could propel sales growth for several more years. Amazon's stock is not cheap, trading at a price-to-free-cash flow ratio of 239 and a price-to-earnings ratio of 66, but a stock market crash could give investors a chance to buy it at a lower price.</p><p><blockquote>亚马逊正乘着多种顺风车,包括在线购物的增加以及在线广告的增加。这些趋势可能会推动销售增长几年。亚马逊的股票并不便宜,市盈率为239,市盈率为66,但股市崩盘可能会让投资者有机会以更低的价格买入。</blockquote></p><p></p><p> Airbnb, Apple, and Amazon are all excellent businesses with solid prospects over several years. If there's a stock market crash in 2022 that sends these stocks lower, investors should jump at the opportunity to buy them.</p><p><blockquote>Airbnb、苹果和Amazon都是优秀的企业,未来几年前景良好。如果2022年股市崩盘导致这些股票走低,投资者应该抓住机会买入。</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>3 Stocks to Buy in a Heartbeat If There's a Stock Market Crash in 2022<blockquote>如果2022年股市崩盘,值得立即买入的3只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Buy in a Heartbeat If There's a Stock Market Crash in 2022<blockquote>如果2022年股市崩盘,值得立即买入的3只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-22 11:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Airbnb is arguably a better business now than before the pandemic.</li> <li>Apple's iPhone is capturing new customers for its ecosystem.</li> <li>Amazon's more profitable segments are growing faster.</li> </ul> Stock market crashes are nearly impossible to predict with any precision. However, investors can prepare for a crash by setting aside extra cash in their portfolios in anticipation. That way, if there is a market crash, investors have cash on hand and are ready to deploy it in buying excellent stocks at lower prices.</p><p><blockquote><ul><li>爱彼迎现在的业务可以说比大流行之前更好。</li><li>苹果的iPhone正在为其生态系统吸引新客户。</li><li>亚马逊利润更高的细分市场增长更快。</li></ul>股市崩盘几乎不可能精确预测。然而,投资者可以通过在投资组合中留出额外现金来应对崩盘。这样,如果市场崩盘,投资者手头就有现金,并准备好以较低的价格购买优质股票。</blockquote></p><p> In that regard, if there is a stock market crash in 2022,<b>Airbnb</b>(NASDAQ:ABNB),<b>Apple</b>(NASDAQ:AAPL), and <b>Amazon</b>(NASDAQ:AMZN) are three stocks you can buy in a heartbeat. Let's look closer at the case for why each stock deserves a spot in your portfolio.</p><p><blockquote>就此而言,如果2022年出现股灾,<b>爱彼迎</b>(纳斯达克:ABNB),<b>苹果</b>(纳斯达克:AAPL),以及<b>亚马逊</b>(纳斯达克:AMZN)是您可以立即购买的三只股票。让我们仔细看看为什么每只股票都值得在您的投资组合中占有一席之地。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3131619f7941ecc473ad8787d0fa380d\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Airbnb</b></p><p><blockquote><b>爱彼迎</b></blockquote></p><p> The worldwide facilitator of travel, Airbnb is steadily recovering from the devastation caused by the coronavirus pandemic. After two years of growth, Airbnb's revenue decreased 30% to $3.4 billion in 2020.</p><p><blockquote>作为全球旅行的推动者,爱彼迎正在从冠状病毒疫情造成的破坏中稳步恢复。经过两年的增长,爱彼迎的收入在2020年下降了30%,至34亿美元。</blockquote></p><p> Thankfully, several effective vaccines have been developed against COVID-19, and that's made folks more willing to travel again in 2021. So sales are bouncing back at Airbnb. In its most recent fiscal quarter ended Sept. 30, revenue was up 36% over the comparable pre-pandemic quarter in 2019. Even more impressively, net income increased to $834 million in the third quarter, up from $267 million in Q3 of 2019.</p><p><blockquote>值得庆幸的是,已经开发出了几种针对新冠肺炎的有效疫苗,这使得人们更愿意在2021年再次旅行。因此,爱彼迎的销售额正在反弹。在截至9月30日的最近一个财季中,收入比2019年大流行前的可比季度增长了36%。更令人印象深刻的是,第三季度净利润从2019年第三季度的2.67亿美元增至8.34亿美元。</blockquote></p><p> The company is gaining traction in the lucrative travel and resort industry that could be worth over $1 trillion in sales annually. Folks can often find places to stay on Airbnb's platform that are better fitted to their needs compared to hotels, which are less customizable.</p><p><blockquote>该公司在利润丰厚的旅游和度假村行业越来越受欢迎,年销售额可能超过1万亿美元。与定制性较差的酒店相比,人们通常可以在爱彼迎的平台上找到更适合他们需求的住宿地点。</blockquote></p><p> Airbnb's stock is trading at a price-to-free-cash-flow ratio of 59 -- its lowest all year -- and a stock market crash could cause it to sell at an even lower price.</p><p><blockquote>爱彼迎的股价与自由现金流比率为59,为全年最低水平,股市崩盘可能会导致其以更低的价格出售。</blockquote></p><p> <b>Apple</b></p><p><blockquote><b>苹果</b></blockquote></p><p> Unlike Airbnb, Apple's business has been thriving since the pandemic's onset. The company's products are more valuable to people working, learning, and entertaining themselves at home.</p><p><blockquote>与Airbnb不同的是,自疫情爆发以来,苹果的业务一直蓬勃发展。该公司的产品对在家工作、学习和娱乐的人更有价值。</blockquote></p><p> But that's not the only factor driving sales higher for Apple. The tech giant has done a masterful job updating legacy products like the iPhone in a fashion that keeps consumers interested. The most recent iPhone update has increased sales of the product to $192 billion in its latest fiscal year ended Sept. 25, up from $138 billion a year ago.</p><p><blockquote>但这并不是推动苹果销量上升的唯一因素。这家科技巨头在更新iPhone等传统产品方面做得非常出色,让消费者保持兴趣。最新的iPhone更新使该产品在截至9月25日的最新财年的销售额从一年前的1380亿美元增至1920亿美元。</blockquote></p><p> Apple has proven this capability for years. In the past decade alone, its revenue has grown at a compound annual rate of 12.9%. That's a difficult feat for a company the size of Apple with sales of $366 billion in its fiscal 2021.</p><p><blockquote>苹果多年来已经证明了这种能力。仅在过去十年,其收入就以12.9%的复合年增长率增长。对于像苹果这样规模、2021财年销售额为3660亿美元的公司来说,这是一项艰巨的壮举。</blockquote></p><p> What's more, sales of its products are bringing customers into its ecosystem -- and once with Apple, consumers tend to stick around. Indeed, sales from its services segment totaled $54 billion in 2021, and those sales produce a higher profit margin than its products do.</p><p><blockquote>更重要的是,其产品的销售正在将客户带入其生态系统——一旦有了苹果,消费者往往会留下来。事实上,2021年其服务部门的销售额总计540亿美元,这些销售额产生的利润率高于其产品。</blockquote></p><p> One of the only downsides to Apple's stock is its price. The company is approaching a $3 trillion market cap and is trading at a price-to-free-cash-flow ratio of 31 -- near the highs of the past decade. A stock market crash could alleviate some valuation concerns and allow you to buy Apple stock at a lower price.</p><p><blockquote>苹果股票唯一的缺点之一是其价格。该公司市值接近3万亿美元,市盈率与自由现金流比率为31,接近过去十年的高点。股市崩盘可能会缓解一些估值担忧,并让您以较低的价格购买苹果股票。</blockquote></p><p> <b>Amazon</b></p><p><blockquote><b>亚马逊</b></blockquote></p><p> Sales at Amazon, the titan of online retailers, have been surging throughout the pandemic. The company stepped up and delivered while hundreds of millions of folks were looking to avoid shopping in person for fear of contracting COVID-19. Indeed, from fiscal 2019 to 2020, Amazon's sales rose by more than $100 billion. The 37.6% increase in year-over-year sales drove operating profits from $14.5 billion to $22.9 billion. Amazon has gained millions of customers during the pandemic, and undoubtedly many of them will stick around long after.</p><p><blockquote>在线零售商巨头亚马逊的销售额在整个疫情期间一直在飙升。当数亿人因担心感染COVID-19而避免亲自购物时,该公司挺身而出并交付了产品。事实上,从2019财年到2020财年,亚马逊的销售额增长了超过1000亿美元。销售额同比增长37.6%,营业利润从145亿美元增至229亿美元。亚马逊在疫情期间赢得了数百万客户,毫无疑问,他们中的许多人会在很长一段时间后留下来。</blockquote></p><p> Interestingly, Amazon's more profitable segments are growing faster than the company overall. In the most recent quarter ended Sept. 30, revenue from its Amazon Web Services segment (which provides cloud computing to businesses) rose 39% year over year to $16.1 billion while the category that includes advertising revenue jumped 49% to $8.1 billion. In fact, since Q2 2020, the ad revenue category has nearly doubled.</p><p><blockquote>有趣的是,亚马逊利润更高的部门的增长速度快于公司整体。在截至9月30日的最近一个季度,亚马逊网络服务部门(为企业提供云计算)的收入同比增长39%,达到161亿美元,而包括广告收入在内的类别增长49%,达到81亿美元。事实上,自2020年第二季度以来,广告收入类别几乎翻了一番。</blockquote></p><p> Amazon is riding multiple tailwinds, including increased shopping online as well as greater advertising online. These trends could propel sales growth for several more years. Amazon's stock is not cheap, trading at a price-to-free-cash flow ratio of 239 and a price-to-earnings ratio of 66, but a stock market crash could give investors a chance to buy it at a lower price.</p><p><blockquote>亚马逊正乘着多种顺风车,包括在线购物的增加以及在线广告的增加。这些趋势可能会推动销售增长几年。亚马逊的股票并不便宜,市盈率为239,市盈率为66,但股市崩盘可能会让投资者有机会以更低的价格买入。</blockquote></p><p></p><p> Airbnb, Apple, and Amazon are all excellent businesses with solid prospects over several years. If there's a stock market crash in 2022 that sends these stocks lower, investors should jump at the opportunity to buy them.</p><p><blockquote>Airbnb、苹果和Amazon都是优秀的企业,未来几年前景良好。如果2022年股市崩盘导致这些股票走低,投资者应该抓住机会买入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/21/3-stocks-to-buy-in-stockmarket-crash-in-2022/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊","ABNB":"爱彼迎"},"source_url":"https://www.fool.com/investing/2021/12/21/3-stocks-to-buy-in-stockmarket-crash-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157657338","content_text":"Key Points\n\nAirbnb is arguably a better business now than before the pandemic.\nApple's iPhone is capturing new customers for its ecosystem.\nAmazon's more profitable segments are growing faster.\n\nStock market crashes are nearly impossible to predict with any precision. However, investors can prepare for a crash by setting aside extra cash in their portfolios in anticipation. That way, if there is a market crash, investors have cash on hand and are ready to deploy it in buying excellent stocks at lower prices.\nIn that regard, if there is a stock market crash in 2022,Airbnb(NASDAQ:ABNB),Apple(NASDAQ:AAPL), and Amazon(NASDAQ:AMZN) are three stocks you can buy in a heartbeat. Let's look closer at the case for why each stock deserves a spot in your portfolio.\nIMAGE SOURCE: GETTY IMAGES.\nAirbnb\nThe worldwide facilitator of travel, Airbnb is steadily recovering from the devastation caused by the coronavirus pandemic. After two years of growth, Airbnb's revenue decreased 30% to $3.4 billion in 2020.\nThankfully, several effective vaccines have been developed against COVID-19, and that's made folks more willing to travel again in 2021. So sales are bouncing back at Airbnb. In its most recent fiscal quarter ended Sept. 30, revenue was up 36% over the comparable pre-pandemic quarter in 2019. Even more impressively, net income increased to $834 million in the third quarter, up from $267 million in Q3 of 2019.\nThe company is gaining traction in the lucrative travel and resort industry that could be worth over $1 trillion in sales annually. Folks can often find places to stay on Airbnb's platform that are better fitted to their needs compared to hotels, which are less customizable.\nAirbnb's stock is trading at a price-to-free-cash-flow ratio of 59 -- its lowest all year -- and a stock market crash could cause it to sell at an even lower price.\nApple\nUnlike Airbnb, Apple's business has been thriving since the pandemic's onset. The company's products are more valuable to people working, learning, and entertaining themselves at home.\nBut that's not the only factor driving sales higher for Apple. The tech giant has done a masterful job updating legacy products like the iPhone in a fashion that keeps consumers interested. The most recent iPhone update has increased sales of the product to $192 billion in its latest fiscal year ended Sept. 25, up from $138 billion a year ago.\nApple has proven this capability for years. In the past decade alone, its revenue has grown at a compound annual rate of 12.9%. That's a difficult feat for a company the size of Apple with sales of $366 billion in its fiscal 2021.\nWhat's more, sales of its products are bringing customers into its ecosystem -- and once with Apple, consumers tend to stick around. Indeed, sales from its services segment totaled $54 billion in 2021, and those sales produce a higher profit margin than its products do.\nOne of the only downsides to Apple's stock is its price. The company is approaching a $3 trillion market cap and is trading at a price-to-free-cash-flow ratio of 31 -- near the highs of the past decade. A stock market crash could alleviate some valuation concerns and allow you to buy Apple stock at a lower price.\nAmazon\nSales at Amazon, the titan of online retailers, have been surging throughout the pandemic. The company stepped up and delivered while hundreds of millions of folks were looking to avoid shopping in person for fear of contracting COVID-19. Indeed, from fiscal 2019 to 2020, Amazon's sales rose by more than $100 billion. The 37.6% increase in year-over-year sales drove operating profits from $14.5 billion to $22.9 billion. Amazon has gained millions of customers during the pandemic, and undoubtedly many of them will stick around long after.\nInterestingly, Amazon's more profitable segments are growing faster than the company overall. In the most recent quarter ended Sept. 30, revenue from its Amazon Web Services segment (which provides cloud computing to businesses) rose 39% year over year to $16.1 billion while the category that includes advertising revenue jumped 49% to $8.1 billion. In fact, since Q2 2020, the ad revenue category has nearly doubled.\nAmazon is riding multiple tailwinds, including increased shopping online as well as greater advertising online. These trends could propel sales growth for several more years. Amazon's stock is not cheap, trading at a price-to-free-cash flow ratio of 239 and a price-to-earnings ratio of 66, but a stock market crash could give investors a chance to buy it at a lower price.\nAirbnb, Apple, and Amazon are all excellent businesses with solid prospects over several years. If there's a stock market crash in 2022 that sends these stocks lower, investors should jump at the opportunity to buy them.","news_type":1,"symbols_score_info":{"AAPL":0.9,"AMZN":0.9,"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":3607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693558864,"gmtCreate":1640052556280,"gmtModify":1640053054705,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555113831623017","idStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693558864","repostId":"2193761136","repostType":4,"isVote":1,"tweetType":1,"viewCount":2927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693181328,"gmtCreate":1639985460409,"gmtModify":1639985460640,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555113831623017","idStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693181328","repostId":"1109541249","repostType":4,"repost":{"id":"1109541249","kind":"news","pubTimestamp":1639972523,"share":"https://www.laohu8.com/m/news/1109541249?lang=zh_CN&edition=full","pubTime":"2021-12-20 11:55","market":"us","language":"en","title":"Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票:较高点下跌43%,现在值得买入吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109541249","media":"Seeking Alpha","summary":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the mar","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li> <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li> <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于成长型股票在市场上大量抛售,Sea Limited的股票最近遭受重创。</li><li>然而,我们认为其快速增长的基本论点仍然强劲。</li><li>我们讨论了为什么投资者应该利用其最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited(纽约证券交易所股票代码:SE)股票是我们最有信心的成长型股票之一,但在上个月遭受了严重打击。自10月份创下历史新高(ATH)以来,其价格已大幅下跌43%。关于该股下跌的原因有很多。我们敦促投资者不要对他们解读太多。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行,该股在2021年表现出色。因此,随着恐惧袭击成长型股票,这种程度的获利了结并不令人意外。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外,近期全市场成长股的大幅回调也重创了SE股。但是,我们并不担心。短期内,大幅波动始终是影响SE等成长型股票表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是,我们观察到,自第三季度成绩单以来,SE股票的共识目标价已向上修正。此外,其目标价与当前股价之间的差距已大于4月/5月的上次大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部DCF估值模型也指向一只目前被严重低估的股票。由于市场的短视,自4月/5月以来,我们又迎来了一个绝佳的机会,再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论了为什么我们认为投资者不应该错过这个增加对优秀成长型股票投资的绝佳机会。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现(截至21年12月17日)。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于近期大幅调整,SE股票年初至今的回报率已降至6.9%,表现逊于大盘。值得注意的是,10月/11月初,其年初至今涨幅高达80%。尽管如此,该股的表现仍然优于电子零售商和游戏同行,如上所示。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>海洋库存估计不断上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修正后的收入平均共识估计。数据来源:S&P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到,该公司对2021-23财年的收入共识预期在过去五个月中一直在上调。这些修正为公司未来两年的强劲增长前景增添了信心。值得注意的是,Sea Limited的收入预计将通过2023财年以42.8%的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>人们对其第三季度成绩单中Garena游戏部门的增长率感到担忧。我们在上一篇文章中还解释说,Sea Limited已经明确解释说,投资者应该预计Garena的增长在经历了两年的辉煌之后将正常化。然而,其变现能力继续令人眼花缭乱。因此,我们相信Garena能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外,Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲性能。继续位列11月整体游戏收入排名前十的手游。此外,它在App Store和Google Play的总下载量中也排名第二。值得注意的是,截至12月14日,它也是全球年收入超过10亿美元的八款游戏之一。因此,我们认为关于Free Fire的“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源:谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外,全球游戏市场在去年大幅增长23%至$177.8 B后,预计将小幅下降至$175.8 B。然而,尽管全球市场下滑,但鉴于Garena在21财年仍取得了令人印象深刻的增长,我们相信它验证了其商业模式和前景。值得注意的是,游戏市场预计将扭转未来的颓势。因此,在全球游戏市场复苏的支持下,Garena在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee调整了每个订单的EBITDA。数据来源:公司备案</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是,一些投资者可能被Shopee(Sea Limited的电子商务部门)向新地理市场的持续扩张吓坏了。值得注意的是,Shopee继续报告每个订单调整后的EBITDA损失,如上所示。因此,一些投资者可能会担心该公司的盘子是否太大而无法处理。在过去的三个月里,该公司进入了印度、法国、西班牙和波兰等新市场。除此之外,它还在拉丁美洲,尤其是巴西与MercadoLibre(MELI)展开了战斗。因此,人们担心Sea Limited能否在亏损的同时继续在这些市场娴熟地执行任务。我们认为这种担忧是有道理的。然而,Sea Limited在渗透现有企业拥有强大领导力的最重要市场方面表现出了巨大的能力。其中包括东南亚的Lazada(BABA)、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是,它利用了“后来者”的优势,试图与现有企业竞争。值得注意的是,Sea Limited并不反对竞争。它在与现有企业的竞争中蓬勃发展,并使这些地理区域的电子商务空间更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修订后的调整后每股收益均值共识估计。数据来源:S&P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而,由于其电子商务的扩张,盈利之路可能会进一步延伸。读者可以快速浏览上图,其中2023财年在过去五个月中下调了调整后的每股收益预期。然而,我们认为,如果您是至少有五年投资期限的长期投资者,则无需担心。Sea Limited的早期投资者可以敏锐地回忆起该公司每订单调整后EBITDA的巨大损失,如上图所示。Shopee在过去五年中规模巨大,并进一步提高了其运营杠杆。但是,值得注意的是,扩大规模需要时间。因此,预计新地理市场将出现较早亏损。但是,管理层在过去三年中展示了其执行能力。考虑到过去几年调整后EBITDA亏损大幅减少,我们认为Shopee比以前更有能力应对扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么,SE股票现在值得买入吗?</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE股票的EV/NTM收入为8.3倍。因此,它已将其恢复到4年NTM收入倍数平均值8.6倍。我们相信现在有一个绝佳的机会,因为市场无疑反应过度了。正如清楚表明的那样,SE仍有望在未来产生巨大的收入增长,尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到2023财年的收入预期,SE股票的交易价格仅为2023财年收入的5.8倍。没有人能够准确预测该股未来几个月的走势。但是,我们认为这现在代表着一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股价目标与实际价格趋势。资料来源:寻求阿尔法</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外,读者可以观察到,SE股票405.87美元的共识目标价(PT)与其当前价格之间的估值差距从未如此显着。这甚至比4月/5月的上一次大幅调整更加明显。值得注意的是,尽管存在所谓的“博弈阻力”,但共识价格目标仍被上调。而且,如果您查看价格图表,您会发现SE股价随着时间的推移非常一致地遵循修订后的PT趋势。因此,当前价格可能是您在很长一段时间内观察到的最显着的折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源:S&P Capital IQ,公司文件,作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的DCF模型还显示,SE股票目前被严重低估,隐含公允价值为371.46美元。我们在模型中也使用了合理的估计。此外,我们相信,随着SE在新市场的扩大规模,它将继续获得巨大的运营杠杆。我们估计,到2025财年,其调整后EBITDA利润率可能达到15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后,该股还在测试关键支撑位,该支撑位自2021年初以来有力支撑了该股的上涨。因此,有足够的理由相信,目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此,<i>我们将SE股票评级修改为强力买入</i>.</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>Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票:较高点下跌43%,现在值得买入吗?</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\">\nSea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票:较高点下跌43%,现在值得买入吗?</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\">2021-12-20 11:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li> <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li> <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于成长型股票在市场上大量抛售,Sea Limited的股票最近遭受重创。</li><li>然而,我们认为其快速增长的基本论点仍然强劲。</li><li>我们讨论了为什么投资者应该利用其最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited(纽约证券交易所股票代码:SE)股票是我们最有信心的成长型股票之一,但在上个月遭受了严重打击。自10月份创下历史新高(ATH)以来,其价格已大幅下跌43%。关于该股下跌的原因有很多。我们敦促投资者不要对他们解读太多。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行,该股在2021年表现出色。因此,随着恐惧袭击成长型股票,这种程度的获利了结并不令人意外。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外,近期全市场成长股的大幅回调也重创了SE股。但是,我们并不担心。短期内,大幅波动始终是影响SE等成长型股票表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是,我们观察到,自第三季度成绩单以来,SE股票的共识目标价已向上修正。此外,其目标价与当前股价之间的差距已大于4月/5月的上次大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部DCF估值模型也指向一只目前被严重低估的股票。由于市场的短视,自4月/5月以来,我们又迎来了一个绝佳的机会,再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论了为什么我们认为投资者不应该错过这个增加对优秀成长型股票投资的绝佳机会。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现(截至21年12月17日)。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于近期大幅调整,SE股票年初至今的回报率已降至6.9%,表现逊于大盘。值得注意的是,10月/11月初,其年初至今涨幅高达80%。尽管如此,该股的表现仍然优于电子零售商和游戏同行,如上所示。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>海洋库存估计不断上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修正后的收入平均共识估计。数据来源:S&P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到,该公司对2021-23财年的收入共识预期在过去五个月中一直在上调。这些修正为公司未来两年的强劲增长前景增添了信心。值得注意的是,Sea Limited的收入预计将通过2023财年以42.8%的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>人们对其第三季度成绩单中Garena游戏部门的增长率感到担忧。我们在上一篇文章中还解释说,Sea Limited已经明确解释说,投资者应该预计Garena的增长在经历了两年的辉煌之后将正常化。然而,其变现能力继续令人眼花缭乱。因此,我们相信Garena能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外,Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲性能。继续位列11月整体游戏收入排名前十的手游。此外,它在App Store和Google Play的总下载量中也排名第二。值得注意的是,截至12月14日,它也是全球年收入超过10亿美元的八款游戏之一。因此,我们认为关于Free Fire的“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源:谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外,全球游戏市场在去年大幅增长23%至$177.8 B后,预计将小幅下降至$175.8 B。然而,尽管全球市场下滑,但鉴于Garena在21财年仍取得了令人印象深刻的增长,我们相信它验证了其商业模式和前景。值得注意的是,游戏市场预计将扭转未来的颓势。因此,在全球游戏市场复苏的支持下,Garena在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee调整了每个订单的EBITDA。数据来源:公司备案</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是,一些投资者可能被Shopee(Sea Limited的电子商务部门)向新地理市场的持续扩张吓坏了。值得注意的是,Shopee继续报告每个订单调整后的EBITDA损失,如上所示。因此,一些投资者可能会担心该公司的盘子是否太大而无法处理。在过去的三个月里,该公司进入了印度、法国、西班牙和波兰等新市场。除此之外,它还在拉丁美洲,尤其是巴西与MercadoLibre(MELI)展开了战斗。因此,人们担心Sea Limited能否在亏损的同时继续在这些市场娴熟地执行任务。我们认为这种担忧是有道理的。然而,Sea Limited在渗透现有企业拥有强大领导力的最重要市场方面表现出了巨大的能力。其中包括东南亚的Lazada(BABA)、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是,它利用了“后来者”的优势,试图与现有企业竞争。值得注意的是,Sea Limited并不反对竞争。它在与现有企业的竞争中蓬勃发展,并使这些地理区域的电子商务空间更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修订后的调整后每股收益均值共识估计。数据来源:S&P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而,由于其电子商务的扩张,盈利之路可能会进一步延伸。读者可以快速浏览上图,其中2023财年在过去五个月中下调了调整后的每股收益预期。然而,我们认为,如果您是至少有五年投资期限的长期投资者,则无需担心。Sea Limited的早期投资者可以敏锐地回忆起该公司每订单调整后EBITDA的巨大损失,如上图所示。Shopee在过去五年中规模巨大,并进一步提高了其运营杠杆。但是,值得注意的是,扩大规模需要时间。因此,预计新地理市场将出现较早亏损。但是,管理层在过去三年中展示了其执行能力。考虑到过去几年调整后EBITDA亏损大幅减少,我们认为Shopee比以前更有能力应对扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么,SE股票现在值得买入吗?</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE股票的EV/NTM收入为8.3倍。因此,它已将其恢复到4年NTM收入倍数平均值8.6倍。我们相信现在有一个绝佳的机会,因为市场无疑反应过度了。正如清楚表明的那样,SE仍有望在未来产生巨大的收入增长,尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到2023财年的收入预期,SE股票的交易价格仅为2023财年收入的5.8倍。没有人能够准确预测该股未来几个月的走势。但是,我们认为这现在代表着一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股价目标与实际价格趋势。资料来源:寻求阿尔法</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外,读者可以观察到,SE股票405.87美元的共识目标价(PT)与其当前价格之间的估值差距从未如此显着。这甚至比4月/5月的上一次大幅调整更加明显。值得注意的是,尽管存在所谓的“博弈阻力”,但共识价格目标仍被上调。而且,如果您查看价格图表,您会发现SE股价随着时间的推移非常一致地遵循修订后的PT趋势。因此,当前价格可能是您在很长一段时间内观察到的最显着的折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源:S&P Capital IQ,公司文件,作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的DCF模型还显示,SE股票目前被严重低估,隐含公允价值为371.46美元。我们在模型中也使用了合理的估计。此外,我们相信,随着SE在新市场的扩大规模,它将继续获得巨大的运营杠杆。我们估计,到2025财年,其调整后EBITDA利润率可能达到15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后,该股还在测试关键支撑位,该支撑位自2021年初以来有力支撑了该股的上涨。因此,有足够的理由相信,目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此,<i>我们将SE股票评级修改为强力买入</i>.</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-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":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109541249","content_text":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the market.\nHowever, we believe that the fundamental thesis on its rapid growth remains robust.\nWe discuss why investors should capitalize on its recent significant correction to add exposure.\n\nkokkai/iStock Unreleased via Getty Images\nInvestment Thesis\nSea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.\nMoreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.\nNotably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.\nOur internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.\nWe discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.\nSE Stock YTD Performance\nSE stock YTD performance (as of 17 December'21).\nAs a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.\nSea Stock Estimates Have Consistently Been Revised Upwards\nSea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nReaders can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.\nThere were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.\nMoreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.\nGlobal games market forecast. Source: Google, Newzoo\nIn addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.\nShopee adjusted EBITDA per order. Data source: Company filings\nBut, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.\nSea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nNevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.\nSo, is SE Stock a Buy Now?\nSE stock EV/NTM Revenue 4Y mean.\nSE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.\nConsidering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.\nSE stock price target Vs. actual price trend. Source: Seeking Alpha\nMoreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.\nSE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author\nOur DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.\nLastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.\nConsequently,we revise our rating on SE stock to Strong Buy.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":2782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699711301,"gmtCreate":1639893307596,"gmtModify":1639893307796,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555113831623017","idStr":"3555113831623017"},"themes":[],"htmlText":"Okay ","listText":"Okay ","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699711301","repostId":"2192976991","repostType":4,"isVote":1,"tweetType":1,"viewCount":2374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699534095,"gmtCreate":1639836031720,"gmtModify":1639836031926,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555113831623017","idStr":"3555113831623017"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699534095","repostId":"1109895138","repostType":4,"repost":{"id":"1109895138","kind":"news","pubTimestamp":1639810699,"share":"https://www.laohu8.com/m/news/1109895138?lang=zh_CN&edition=full","pubTime":"2021-12-18 14:58","market":"us","language":"en","title":"1 Surefire Growth Stock to Buy and Hold<blockquote>1只值得买入并持有的万无一失的成长型股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109895138","media":"Motley Fool","summary":"Globant may not be a familiar name to many investors, and at first glance, this company may fail to ","content":"<p><a href=\"https://laohu8.com/S/GLOB\"><b>Globant</b></a> may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the <b>S&P 500</b>, and that outperformance could continue in the future.</p><p><blockquote><a href=\"https://laohu8.com/S/GLOB\"><b>全球</b></a>对于许多投资者来说,这可能不是一个熟悉的名字,乍一看,这家公司可能无法吸引你的注意力。毕竟,IT咨询并不是最具开创性的商业模式。但这只股票在过去三年里上涨了380%,粉碎了<b>标普500</b>,这种优异的表现在未来可能会持续下去。</blockquote></p><p> Globant employs over 20,500 IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.</p><p><blockquote>Globant雇佣了20,500多名IT专业人员,他们在人工智能、增强现实和元宇宙等新兴技术方面拥有专业知识。为此,创始人领导的管理团队将Globant定位为数字化转型的关键推动者,这意味着该公司受益于巨大且不断增长的市场机会。</blockquote></p><p> <b>Trevor Jennewine:</b> Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.</p><p><blockquote><b>特雷弗·詹纽文:</b>当我想到拥有出色管理的公司时,我就会想到Globant。Globant由拉丁美洲的四个朋友于2003年创立。这四个人中的一个是现任首席执行官马丁·米戈亚。</blockquote></p><p> Globant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers like<b>Electronic Arts</b>,<b>MercadoLibre</b>, [<b>Alphabet</b>'s] Google,<b>Walt Disney</b>. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.</p><p><blockquote>Globant专门从事IT咨询和产品工程。该公司的专业知识涵盖了从区块链和人工智能到数据分析和增强现实的所有时尚技术。简而言之,Globant本质上是帮助组织实现其数字化转型计划。它的客户喜欢<b>电子艺界</b>,<b>自由市场</b>,[<b>Alphabet</b>的]谷歌,<b>迪斯尼</b>.这是一个很大的市场——数字化转型现在是一个非常流行的流行语。该公司预计,到2022年,其潜在市场将达到1540亿美元。</blockquote></p><p> Some of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.</p><p><blockquote>我之前提到的一些事情,我喜欢你有这个创始人领导的管理团队。如果你看看Glassdoor,似乎有一种强大的工作场所文化:93%的人会向朋友推荐这家公司,96%的人认可首席执行官。我认为这对于咨询公司来说尤其重要。Globant的业务围绕帮助组织实施和扩展新技术、提高运营效率、改善客户体验而构建。如果你的员工不喜欢每天来上班,那就很难了。</blockquote></p><p> Then, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.</p><p><blockquote>然后,该公司也获得了一些认可,这说明了它所取得的成功。根据Everest Group的一份报告,Globant是增长最快的五大工程服务公司之一。根据国际数据公司的一份报告,它也是一项领导者和客户体验改善服务。</blockquote></p><p> The financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.</p><p><blockquote>这里的财务业绩看起来也很好。去年,12亿美元的收入增长了50%;摊薄后每股盈利2.07美元,增长64%。他们现在也有1000多名客户。他们的客户群增长了14%。但是消费超过100万美元的客户,他们现在有162个这样的客户,增长了37%。很高兴看到他们增加了那里客户群的支出。</blockquote></p><p> Then between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.</p><p><blockquote>根据国际数据公司的数据,2022年至2024年间,全球企业将在数字化转型计划上花费6.3万亿美元。这只是一个巨大的市场机会。我认为有了这位创始人兼首席执行官,我认为他确实将公司引向了一个好的方向。这让我对Globant的未来充满信心。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Surefire Growth Stock to Buy and Hold<blockquote>1只值得买入并持有的万无一失的成长型股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Surefire Growth Stock to Buy and Hold<blockquote>1只值得买入并持有的万无一失的成长型股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-18 14:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/GLOB\"><b>Globant</b></a> may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the <b>S&P 500</b>, and that outperformance could continue in the future.</p><p><blockquote><a href=\"https://laohu8.com/S/GLOB\"><b>全球</b></a>对于许多投资者来说,这可能不是一个熟悉的名字,乍一看,这家公司可能无法吸引你的注意力。毕竟,IT咨询并不是最具开创性的商业模式。但这只股票在过去三年里上涨了380%,粉碎了<b>标普500</b>,这种优异的表现在未来可能会持续下去。</blockquote></p><p> Globant employs over 20,500 IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.</p><p><blockquote>Globant雇佣了20,500多名IT专业人员,他们在人工智能、增强现实和元宇宙等新兴技术方面拥有专业知识。为此,创始人领导的管理团队将Globant定位为数字化转型的关键推动者,这意味着该公司受益于巨大且不断增长的市场机会。</blockquote></p><p> <b>Trevor Jennewine:</b> Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.</p><p><blockquote><b>特雷弗·詹纽文:</b>当我想到拥有出色管理的公司时,我就会想到Globant。Globant由拉丁美洲的四个朋友于2003年创立。这四个人中的一个是现任首席执行官马丁·米戈亚。</blockquote></p><p> Globant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers like<b>Electronic Arts</b>,<b>MercadoLibre</b>, [<b>Alphabet</b>'s] Google,<b>Walt Disney</b>. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.</p><p><blockquote>Globant专门从事IT咨询和产品工程。该公司的专业知识涵盖了从区块链和人工智能到数据分析和增强现实的所有时尚技术。简而言之,Globant本质上是帮助组织实现其数字化转型计划。它的客户喜欢<b>电子艺界</b>,<b>自由市场</b>,[<b>Alphabet</b>的]谷歌,<b>迪斯尼</b>.这是一个很大的市场——数字化转型现在是一个非常流行的流行语。该公司预计,到2022年,其潜在市场将达到1540亿美元。</blockquote></p><p> Some of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.</p><p><blockquote>我之前提到的一些事情,我喜欢你有这个创始人领导的管理团队。如果你看看Glassdoor,似乎有一种强大的工作场所文化:93%的人会向朋友推荐这家公司,96%的人认可首席执行官。我认为这对于咨询公司来说尤其重要。Globant的业务围绕帮助组织实施和扩展新技术、提高运营效率、改善客户体验而构建。如果你的员工不喜欢每天来上班,那就很难了。</blockquote></p><p> Then, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.</p><p><blockquote>然后,该公司也获得了一些认可,这说明了它所取得的成功。根据Everest Group的一份报告,Globant是增长最快的五大工程服务公司之一。根据国际数据公司的一份报告,它也是一项领导者和客户体验改善服务。</blockquote></p><p> The financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.</p><p><blockquote>这里的财务业绩看起来也很好。去年,12亿美元的收入增长了50%;摊薄后每股盈利2.07美元,增长64%。他们现在也有1000多名客户。他们的客户群增长了14%。但是消费超过100万美元的客户,他们现在有162个这样的客户,增长了37%。很高兴看到他们增加了那里客户群的支出。</blockquote></p><p> Then between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.</p><p><blockquote>根据国际数据公司的数据,2022年至2024年间,全球企业将在数字化转型计划上花费6.3万亿美元。这只是一个巨大的市场机会。我认为有了这位创始人兼首席执行官,我认为他确实将公司引向了一个好的方向。这让我对Globant的未来充满信心。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GLOB":"Globant"},"source_url":"https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109895138","content_text":"Globant may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the S&P 500, and that outperformance could continue in the future.\nGlobant employs over 20,500 IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.\nTrevor Jennewine: Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.\nGlobant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers likeElectronic Arts,MercadoLibre, [Alphabet's] Google,Walt Disney. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.\nSome of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.\nThen, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.\nThe financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.\nThen between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.","news_type":1,"symbols_score_info":{"GLOB":0.9}},"isVote":1,"tweetType":1,"viewCount":3242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699139944,"gmtCreate":1639754319911,"gmtModify":1639754326548,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555113831623017","idStr":"3555113831623017"},"themes":[],"htmlText":"Tesla go go go @<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>","listText":"Tesla go go go @<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>","text":"Tesla go go go @$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699139944","isVote":1,"tweetType":1,"viewCount":3262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699058996,"gmtCreate":1639727176422,"gmtModify":1639727176668,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555113831623017","idStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699058996","repostId":"2192926096","repostType":4,"isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690375549,"gmtCreate":1639644199033,"gmtModify":1639644199239,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555113831623017","idStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690375549","repostId":"1139961481","repostType":4,"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607277677,"gmtCreate":1639554841031,"gmtModify":1639554841262,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555113831623017","idStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607277677","repostId":"1107549050","repostType":4,"repost":{"id":"1107549050","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":1639552499,"share":"https://www.laohu8.com/m/news/1107549050?lang=zh_CN&edition=full","pubTime":"2021-12-15 15:14","market":"us","language":"en","title":"Sanofi and GSK announce positive preliminary booster data for their COVID-19 vaccine candidate and continuation of Phase 3 trial per independent Monitoring Board recommendation<blockquote>赛诺菲和葛兰素史克宣布其COVID-19候选疫苗的积极初步加强数据,并根据独立监测委员会的建议继续进行3期试验</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107549050","media":"Tiger Newspress","summary":"Sanofi and GSK announce positive preliminary booster data for their COVID-19 vaccine candidate and c","content":"<p><b>Sanofi and GSK announce positive preliminary booster data for their COVID-19 vaccine candidate and continuation of Phase 3 trial per independent Monitoring Board recommendation</b></p><p><blockquote><b>赛诺菲和葛兰素史克宣布其COVID-19候选疫苗的积极初步加强数据,并根据独立监测委员会的建议继续进行3期试验</b></blockquote></p><p> <ul> <li>Positive booster data show that neutralizing antibodies increased across all primary vaccines received (mRNA or adenovirus) in a 9- to 43-fold range and for all age groups tested, with a good safety and tolerability profile</li> <li>Phase 3 trial continues to accrue number of events needed for analysis as populations around the world are increasingly exposed to COVID-19 variants; results expected in Q1, 2022</li> <li>Companies intend to file booster data with regulatory authorities following the Phase 3 results</li> </ul> Sanofi and GSK announced today that a single booster dose of their recombinant adjuvanted COVID-19 vaccine candidate delivered consistently strong immune responses. Preliminary results from the VAT0002 clinical trial investigating the safety and immunogenicity of the booster showed neutralizing antibodies increased 9- to 43-fold regardless of the primary vaccine received (AstraZeneca, Johnson & Johnson, Moderna, Pfizer/BioNTech) and for all age groups tested. The booster was well tolerated, with a safety profile similar to currently approved COVID-19 vaccines. This is the most comprehensive booster trial to date to explore boosting across different vaccine technologies used for primary vaccination.</p><p><blockquote><ul><li>阳性加强剂数据显示,接受的所有初级疫苗(mRNA或腺病毒)中的中和抗体增加了9至43倍,并且对于所有测试的年龄组,具有良好的安全性和耐受性</li><li>随着世界各地的人群越来越多地暴露于新冠肺炎变种,3期试验继续增加分析所需的事件数量;预计2022年第一季度业绩</li><li>公司打算在第三阶段结果公布后向监管机构提交加强数据</li></ul>赛诺菲和葛兰素史克今天宣布,他们的重组佐剂新冠肺炎候选疫苗的单次加强剂量产生了持续强烈的免疫反应。调查加强剂安全性和免疫原性的VAT0002临床试验的初步结果显示,无论接受的初级疫苗(阿斯利康、强生、Moderna、辉瑞/BioNTech)和所有测试年龄组,中和抗体都增加了9至43倍。加强剂耐受性良好,安全性与目前批准的新冠肺炎疫苗相似。这是迄今为止最全面的加强试验,旨在探索用于初级疫苗接种的不同疫苗技术的加强。</blockquote></p><p> The ongoing global Phase 3 trial, VAT0008, includes regular reviews by an independent Data Safety Monitoring Board (DSMB). During its last review, the DSMB identified no safety concerns and recommended the trial to continue into early 2022 to accrue more data.</p><p><blockquote>正在进行的全球3期试验VAT0008包括独立数据安全监测委员会(DSMB)的定期审查。在上次审查中,DSMB没有发现任何安全问题,并建议试验继续到2022年初,以积累更多数据。</blockquote></p><p> Regulatory authorities require Phase 3 efficacy to be demonstrated in “naive” populations, i.e. participants who have never been infected by the COVID-19 virus (seronegative). The Phase 3 trial recruited most participants in Q3 2021, coinciding with a significant increase in the number of people infected by the COVID-19 virus globally due to the Delta variant. To provide the necessary data to regulatory authorities for the booster vaccine submission, the trial will continue to accrue the number of events needed for analysis, with results expected in Q1, 2022.</p><p><blockquote>监管机构要求在“幼稚”人群中证明3期疗效,即从未感染过新冠肺炎病毒(血清阴性)的参与者。3期试验在2021年第三季度招募了大多数参与者,恰逢德尔塔变异毒株导致全球感染COVID-19病毒的人数大幅增加。为了向监管机构提供加强疫苗提交所需的数据,该试验将继续累积分析所需的事件数量,预计将于2022年第一季度得出结果。</blockquote></p><p> <i>“These preliminary data show we have a strong booster candidate, whatever primary vaccine you have received.”</i>said Thomas Triomphe, Executive Vice President, Sanofi Pasteur.<i>“This is consistent with our efforts to provide relevantresponses to evolving public health needs. While pursuing a phase 3 trial is a challenge in a quickly shifting pandemic environment, we look forward to seeing the results to support submissions of our booster vaccine as quickly as possible.”</i></p><p><blockquote><i>“这些初步数据表明,无论您接种的是什么初级疫苗,我们都有一种强大的加强候选疫苗。”</i>赛诺菲巴斯德执行副总裁Thomas Triomphe说道。<i>“这与我们为不断变化的公共卫生需求提供相关响应的努力是一致的。虽然在快速变化的大流行环境中进行3期试验是一项挑战,但我们期待看到结果,以支持尽快提交我们的加强疫苗。”</i></blockquote></p><p> Roger Connor, President of GSK Vaccines, added<i>: “As the pandemic threat continues with the current dominant Delta variant and Omicron rapidly gaining ground, booster vaccines will continue to be needed to help protect people over time. The initial booster data are promising, and we await the phase III results to determine the next steps on making protein-based adjuvanted COVID-19 vaccines available.\"</i></p><p><blockquote>葛兰素史克疫苗总裁罗杰·康纳补充道<i>:“随着大流行威胁的持续,目前占主导地位的德尔塔变异毒株和奥密克戎迅速取得进展,随着时间的推移,将继续需要加强疫苗来帮助保护人们。最初的加强数据很有希望,我们正在等待III期结果,以确定提供基于蛋白质的佐剂COVID-19疫苗的下一步措施。”</i></blockquote></p><p> In parallel, Sanofi continues its contribution to global public health needs with the manufacturing of up to half a billion doses from BioNTech/Pfizer, Moderna, and Johnson & Johnson vaccines.</p><p><blockquote>与此同时,赛诺菲继续为全球公共卫生需求做出贡献,生产了多达5亿剂BioNTech/辉瑞、Moderna和强生疫苗。</blockquote></p><p> <b>About the booster trial (VAT0002)</b></p><p><blockquote><b>关于加强试验(VAT0002)</b></blockquote></p><p> The VAT0002 extension trial is the most comprehensive heterologous booster trial conducted to date. In the first cohort of this trial, the four most-widely approved COVID-19 primary vaccines using mRNA and adenovirus vector technologies were boosted with the Sanofi/GSK protein-based adjuvanted vaccine candidate after full primary vaccination to assess its safety profile and immunogenicity.</p><p><blockquote>VAT0002扩展试验是迄今为止进行的最全面的异源加强试验。在该试验的第一个队列中,使用mRNA和腺病毒载体技术的四种最广泛批准的新冠肺炎初级疫苗在完全初级疫苗接种后用赛诺菲/GSK基于蛋白质的佐剂候选疫苗加强,以评估其安全性和免疫原性。</blockquote></p><p> Participants in the first cohort (n=521) had previously been vaccinated with the approved dosing schedule of an authorized COVID-19 mRNA vaccine (Moderna, Pfizer/BioNTech,) or adenovirus vector vaccine (AstraZeneca, Johnson & Johnson,). This preliminary analysis includes data from trial participants who received one 5µg booster dose of the adjuvanted recombinant protein vaccine targeting the D614 parent virus, between four and ten months after a complete primary vaccination schedule.</p><p><blockquote>第一个队列(n=521)的参与者之前已经接种了授权的新冠肺炎mRNA疫苗(Moderna,辉瑞/BioNTech)或腺病毒载体疫苗(阿斯利康,强生)的批准给药方案。该初步分析包括试验参与者的数据,这些参与者在完成初级疫苗接种计划后4至10个月期间接受了一次5µg加强剂量的针对D614亲本病毒的佐剂重组蛋白疫苗。</blockquote></p><p> The trial is ongoing across sites in multiple countries, including the U.S., France, and the UK. To address the emergence of COVID-19 variants of concern, additional trial cohorts are assessing the boosting potential of monovalent and bivalent vaccine formulations also containing the Beta (B.1.351) variant. More data from this trial are expected during the first half of 2022. The Omicron variant was not circulating during the trial. Using sera from booster trial participants, testing is underway to establish the ability of the vaccine candidate to cross-neutralize against Omicron.</p><p><blockquote>该试验正在多个国家进行,包括美国、法国和英国。为了解决令人担忧的新冠肺炎变异体的出现,其他试验队列正在评估也含有β(B.1.351)变异体的单价和二价疫苗制剂的加强潜力。该试验的更多数据预计将在2022年上半年公布。奥密克戎变种在试验期间没有传播。使用加强试验参与者的血清,正在进行测试,以确定候选疫苗交叉中和奥密克戎病毒的能力。</blockquote></p><p> <b>About the Phase 3 efficacy trial (VAT0008)</b></p><p><blockquote><b>关于3期疗效试验(VAT0008)</b></blockquote></p><p></p><p> The primary endpoint of this ongoing Phase 3, randomized, double-blind, placebo-controlled trial is the prevention of symptomatic COVID-19 in SARS-CoV-2 naïve adults, with secondary endpoints of preventing severe COVID-19 disease and infection. Stage one of the trial is assessing the efficacy of a vaccine formulation containing the spike protein against the original D614 (parent) virus in more than 10,000 participants >18 years of age, randomized to receive two doses of 10µg vaccine or placebo at day 1 and day 22 across sites in the US, Asia, Africa and Latin America. A second stage in the trial is evaluating a second bivalent formulation, adding the spike protein of the B.1.351 (Beta) variant.</p><p><blockquote>这项正在进行的3期、随机、双盲、安慰剂对照试验的主要终点是在新型冠状病毒初治成人中预防有症状的COVID-19,次要终点是预防严重的COVID-19疾病和感染。该试验的第一阶段正在评估含有刺突蛋白的疫苗制剂对原始D614(亲代)病毒的功效,超过10,000名年龄>18岁的参与者随机接受两剂10µg疫苗或安慰剂在美国、亚洲、非洲和拉丁美洲的研究中心第1天和第22天。试验的第二阶段是评估第二种二价制剂,添加B.1.351(β)变体的刺突蛋白。</blockquote></p><p> These efforts are supported by federal funds from the Biomedical Advanced Research and Development Authority, part of the office of the Assistant Secretary for Preparedness and Response at the U.S. Department of Health and Human Services in collaboration with the U.S. Department of Defense Joint Program Executive Office for Chemical, Biological, Radiological and Nuclear Defense under Contract # W15QKN-16-9-1002.</p><p><blockquote>这些努力得到了生物医学高级研究与发展局的联邦资金的支持,该局是美国负责准备和响应的助理部长办公室的一部分。卫生与公众服务部与美国合作。国防部化学、生物、辐射和核防御联合计划执行办公室,合同号为W15QKN-16-9-1002。</blockquote></p><p> <b>About the Sanofi and GSK collaboration</b></p><p><blockquote><b>关于赛诺菲与葛兰素史克合作</b></blockquote></p><p> In the collaboration between the two companies, Sanofi provides its recombinant antigen and GSK contributes its pandemic adjuvant, both established vaccine platforms that have proven successful against influenza.</p><p><blockquote>在两家公司的合作中,赛诺菲提供其重组抗原,葛兰素史克提供其大流行佐剂,这两个已建立的疫苗平台已被证明在对抗流感方面是成功的。</blockquote></p><p> <b>About GSK</b></p><p><blockquote><b>关于GSK</b></blockquote></p><p> GSK is a science-led global healthcare company with a special purpose: to help people do more, feel better, live longer. GSK is the leading manufacturer of vaccines globally.</p><p><blockquote>葛兰素史克是一家以科学为主导的全球医疗保健公司,有着特殊的目标:帮助人们做得更多,感觉更好,活得更长。葛兰素史克是全球领先的疫苗制造商。</blockquote></p><p> <b>About Sanofi</b></p><p><blockquote><b>关于赛诺菲</b></blockquote></p><p> Sanofi is dedicated to supporting people through their health challenges. It is a global biopharmaceutical company focused on human health. It prevent illness with vaccines, provide innovative treatments to fight pain and ease suffering. It stand by the few who suffer from rare diseases and the millions with long-term chronic conditions.</p><p><blockquote>赛诺菲致力于支持人们应对健康挑战。是一家专注于人类健康的全球性生物制药公司。它通过疫苗预防疾病,提供创新的治疗方法来对抗疼痛和减轻痛苦。它支持少数患有罕见疾病的人和数百万患有长期慢性病的人。</blockquote></p><p> With more than 100,000 people in 100 countries, Sanofi is transforming scientific innovation into healthcare solutions around the globe.</p><p><blockquote>赛诺菲在100个国家拥有超过100,000名员工,正在将科学创新转化为全球医疗保健解决方案。</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>Sanofi and GSK announce positive preliminary booster data for their COVID-19 vaccine candidate and continuation of Phase 3 trial per independent Monitoring Board recommendation<blockquote>赛诺菲和葛兰素史克宣布其COVID-19候选疫苗的积极初步加强数据,并根据独立监测委员会的建议继续进行3期试验</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\">\nSanofi and GSK announce positive preliminary booster data for their COVID-19 vaccine candidate and continuation of Phase 3 trial per independent Monitoring Board recommendation<blockquote>赛诺菲和葛兰素史克宣布其COVID-19候选疫苗的积极初步加强数据,并根据独立监测委员会的建议继续进行3期试验</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\">2021-12-15 15:14</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Sanofi and GSK announce positive preliminary booster data for their COVID-19 vaccine candidate and continuation of Phase 3 trial per independent Monitoring Board recommendation</b></p><p><blockquote><b>赛诺菲和葛兰素史克宣布其COVID-19候选疫苗的积极初步加强数据,并根据独立监测委员会的建议继续进行3期试验</b></blockquote></p><p> <ul> <li>Positive booster data show that neutralizing antibodies increased across all primary vaccines received (mRNA or adenovirus) in a 9- to 43-fold range and for all age groups tested, with a good safety and tolerability profile</li> <li>Phase 3 trial continues to accrue number of events needed for analysis as populations around the world are increasingly exposed to COVID-19 variants; results expected in Q1, 2022</li> <li>Companies intend to file booster data with regulatory authorities following the Phase 3 results</li> </ul> Sanofi and GSK announced today that a single booster dose of their recombinant adjuvanted COVID-19 vaccine candidate delivered consistently strong immune responses. Preliminary results from the VAT0002 clinical trial investigating the safety and immunogenicity of the booster showed neutralizing antibodies increased 9- to 43-fold regardless of the primary vaccine received (AstraZeneca, Johnson & Johnson, Moderna, Pfizer/BioNTech) and for all age groups tested. The booster was well tolerated, with a safety profile similar to currently approved COVID-19 vaccines. This is the most comprehensive booster trial to date to explore boosting across different vaccine technologies used for primary vaccination.</p><p><blockquote><ul><li>阳性加强剂数据显示,接受的所有初级疫苗(mRNA或腺病毒)中的中和抗体增加了9至43倍,并且对于所有测试的年龄组,具有良好的安全性和耐受性</li><li>随着世界各地的人群越来越多地暴露于新冠肺炎变种,3期试验继续增加分析所需的事件数量;预计2022年第一季度业绩</li><li>公司打算在第三阶段结果公布后向监管机构提交加强数据</li></ul>赛诺菲和葛兰素史克今天宣布,他们的重组佐剂新冠肺炎候选疫苗的单次加强剂量产生了持续强烈的免疫反应。调查加强剂安全性和免疫原性的VAT0002临床试验的初步结果显示,无论接受的初级疫苗(阿斯利康、强生、Moderna、辉瑞/BioNTech)和所有测试年龄组,中和抗体都增加了9至43倍。加强剂耐受性良好,安全性与目前批准的新冠肺炎疫苗相似。这是迄今为止最全面的加强试验,旨在探索用于初级疫苗接种的不同疫苗技术的加强。</blockquote></p><p> The ongoing global Phase 3 trial, VAT0008, includes regular reviews by an independent Data Safety Monitoring Board (DSMB). During its last review, the DSMB identified no safety concerns and recommended the trial to continue into early 2022 to accrue more data.</p><p><blockquote>正在进行的全球3期试验VAT0008包括独立数据安全监测委员会(DSMB)的定期审查。在上次审查中,DSMB没有发现任何安全问题,并建议试验继续到2022年初,以积累更多数据。</blockquote></p><p> Regulatory authorities require Phase 3 efficacy to be demonstrated in “naive” populations, i.e. participants who have never been infected by the COVID-19 virus (seronegative). The Phase 3 trial recruited most participants in Q3 2021, coinciding with a significant increase in the number of people infected by the COVID-19 virus globally due to the Delta variant. To provide the necessary data to regulatory authorities for the booster vaccine submission, the trial will continue to accrue the number of events needed for analysis, with results expected in Q1, 2022.</p><p><blockquote>监管机构要求在“幼稚”人群中证明3期疗效,即从未感染过新冠肺炎病毒(血清阴性)的参与者。3期试验在2021年第三季度招募了大多数参与者,恰逢德尔塔变异毒株导致全球感染COVID-19病毒的人数大幅增加。为了向监管机构提供加强疫苗提交所需的数据,该试验将继续累积分析所需的事件数量,预计将于2022年第一季度得出结果。</blockquote></p><p> <i>“These preliminary data show we have a strong booster candidate, whatever primary vaccine you have received.”</i>said Thomas Triomphe, Executive Vice President, Sanofi Pasteur.<i>“This is consistent with our efforts to provide relevantresponses to evolving public health needs. While pursuing a phase 3 trial is a challenge in a quickly shifting pandemic environment, we look forward to seeing the results to support submissions of our booster vaccine as quickly as possible.”</i></p><p><blockquote><i>“这些初步数据表明,无论您接种的是什么初级疫苗,我们都有一种强大的加强候选疫苗。”</i>赛诺菲巴斯德执行副总裁Thomas Triomphe说道。<i>“这与我们为不断变化的公共卫生需求提供相关响应的努力是一致的。虽然在快速变化的大流行环境中进行3期试验是一项挑战,但我们期待看到结果,以支持尽快提交我们的加强疫苗。”</i></blockquote></p><p> Roger Connor, President of GSK Vaccines, added<i>: “As the pandemic threat continues with the current dominant Delta variant and Omicron rapidly gaining ground, booster vaccines will continue to be needed to help protect people over time. The initial booster data are promising, and we await the phase III results to determine the next steps on making protein-based adjuvanted COVID-19 vaccines available.\"</i></p><p><blockquote>葛兰素史克疫苗总裁罗杰·康纳补充道<i>:“随着大流行威胁的持续,目前占主导地位的德尔塔变异毒株和奥密克戎迅速取得进展,随着时间的推移,将继续需要加强疫苗来帮助保护人们。最初的加强数据很有希望,我们正在等待III期结果,以确定提供基于蛋白质的佐剂COVID-19疫苗的下一步措施。”</i></blockquote></p><p> In parallel, Sanofi continues its contribution to global public health needs with the manufacturing of up to half a billion doses from BioNTech/Pfizer, Moderna, and Johnson & Johnson vaccines.</p><p><blockquote>与此同时,赛诺菲继续为全球公共卫生需求做出贡献,生产了多达5亿剂BioNTech/辉瑞、Moderna和强生疫苗。</blockquote></p><p> <b>About the booster trial (VAT0002)</b></p><p><blockquote><b>关于加强试验(VAT0002)</b></blockquote></p><p> The VAT0002 extension trial is the most comprehensive heterologous booster trial conducted to date. In the first cohort of this trial, the four most-widely approved COVID-19 primary vaccines using mRNA and adenovirus vector technologies were boosted with the Sanofi/GSK protein-based adjuvanted vaccine candidate after full primary vaccination to assess its safety profile and immunogenicity.</p><p><blockquote>VAT0002扩展试验是迄今为止进行的最全面的异源加强试验。在该试验的第一个队列中,使用mRNA和腺病毒载体技术的四种最广泛批准的新冠肺炎初级疫苗在完全初级疫苗接种后用赛诺菲/GSK基于蛋白质的佐剂候选疫苗加强,以评估其安全性和免疫原性。</blockquote></p><p> Participants in the first cohort (n=521) had previously been vaccinated with the approved dosing schedule of an authorized COVID-19 mRNA vaccine (Moderna, Pfizer/BioNTech,) or adenovirus vector vaccine (AstraZeneca, Johnson & Johnson,). This preliminary analysis includes data from trial participants who received one 5µg booster dose of the adjuvanted recombinant protein vaccine targeting the D614 parent virus, between four and ten months after a complete primary vaccination schedule.</p><p><blockquote>第一个队列(n=521)的参与者之前已经接种了授权的新冠肺炎mRNA疫苗(Moderna,辉瑞/BioNTech)或腺病毒载体疫苗(阿斯利康,强生)的批准给药方案。该初步分析包括试验参与者的数据,这些参与者在完成初级疫苗接种计划后4至10个月期间接受了一次5µg加强剂量的针对D614亲本病毒的佐剂重组蛋白疫苗。</blockquote></p><p> The trial is ongoing across sites in multiple countries, including the U.S., France, and the UK. To address the emergence of COVID-19 variants of concern, additional trial cohorts are assessing the boosting potential of monovalent and bivalent vaccine formulations also containing the Beta (B.1.351) variant. More data from this trial are expected during the first half of 2022. The Omicron variant was not circulating during the trial. Using sera from booster trial participants, testing is underway to establish the ability of the vaccine candidate to cross-neutralize against Omicron.</p><p><blockquote>该试验正在多个国家进行,包括美国、法国和英国。为了解决令人担忧的新冠肺炎变异体的出现,其他试验队列正在评估也含有β(B.1.351)变异体的单价和二价疫苗制剂的加强潜力。该试验的更多数据预计将在2022年上半年公布。奥密克戎变种在试验期间没有传播。使用加强试验参与者的血清,正在进行测试,以确定候选疫苗交叉中和奥密克戎病毒的能力。</blockquote></p><p> <b>About the Phase 3 efficacy trial (VAT0008)</b></p><p><blockquote><b>关于3期疗效试验(VAT0008)</b></blockquote></p><p></p><p> The primary endpoint of this ongoing Phase 3, randomized, double-blind, placebo-controlled trial is the prevention of symptomatic COVID-19 in SARS-CoV-2 naïve adults, with secondary endpoints of preventing severe COVID-19 disease and infection. Stage one of the trial is assessing the efficacy of a vaccine formulation containing the spike protein against the original D614 (parent) virus in more than 10,000 participants >18 years of age, randomized to receive two doses of 10µg vaccine or placebo at day 1 and day 22 across sites in the US, Asia, Africa and Latin America. A second stage in the trial is evaluating a second bivalent formulation, adding the spike protein of the B.1.351 (Beta) variant.</p><p><blockquote>这项正在进行的3期、随机、双盲、安慰剂对照试验的主要终点是在新型冠状病毒初治成人中预防有症状的COVID-19,次要终点是预防严重的COVID-19疾病和感染。该试验的第一阶段正在评估含有刺突蛋白的疫苗制剂对原始D614(亲代)病毒的功效,超过10,000名年龄>18岁的参与者随机接受两剂10µg疫苗或安慰剂在美国、亚洲、非洲和拉丁美洲的研究中心第1天和第22天。试验的第二阶段是评估第二种二价制剂,添加B.1.351(β)变体的刺突蛋白。</blockquote></p><p> These efforts are supported by federal funds from the Biomedical Advanced Research and Development Authority, part of the office of the Assistant Secretary for Preparedness and Response at the U.S. Department of Health and Human Services in collaboration with the U.S. Department of Defense Joint Program Executive Office for Chemical, Biological, Radiological and Nuclear Defense under Contract # W15QKN-16-9-1002.</p><p><blockquote>这些努力得到了生物医学高级研究与发展局的联邦资金的支持,该局是美国负责准备和响应的助理部长办公室的一部分。卫生与公众服务部与美国合作。国防部化学、生物、辐射和核防御联合计划执行办公室,合同号为W15QKN-16-9-1002。</blockquote></p><p> <b>About the Sanofi and GSK collaboration</b></p><p><blockquote><b>关于赛诺菲与葛兰素史克合作</b></blockquote></p><p> In the collaboration between the two companies, Sanofi provides its recombinant antigen and GSK contributes its pandemic adjuvant, both established vaccine platforms that have proven successful against influenza.</p><p><blockquote>在两家公司的合作中,赛诺菲提供其重组抗原,葛兰素史克提供其大流行佐剂,这两个已建立的疫苗平台已被证明在对抗流感方面是成功的。</blockquote></p><p> <b>About GSK</b></p><p><blockquote><b>关于GSK</b></blockquote></p><p> GSK is a science-led global healthcare company with a special purpose: to help people do more, feel better, live longer. GSK is the leading manufacturer of vaccines globally.</p><p><blockquote>葛兰素史克是一家以科学为主导的全球医疗保健公司,有着特殊的目标:帮助人们做得更多,感觉更好,活得更长。葛兰素史克是全球领先的疫苗制造商。</blockquote></p><p> <b>About Sanofi</b></p><p><blockquote><b>关于赛诺菲</b></blockquote></p><p> Sanofi is dedicated to supporting people through their health challenges. It is a global biopharmaceutical company focused on human health. It prevent illness with vaccines, provide innovative treatments to fight pain and ease suffering. It stand by the few who suffer from rare diseases and the millions with long-term chronic conditions.</p><p><blockquote>赛诺菲致力于支持人们应对健康挑战。是一家专注于人类健康的全球性生物制药公司。它通过疫苗预防疾病,提供创新的治疗方法来对抗疼痛和减轻痛苦。它支持少数患有罕见疾病的人和数百万患有长期慢性病的人。</blockquote></p><p> With more than 100,000 people in 100 countries, Sanofi is transforming scientific innovation into healthcare solutions around the globe.</p><p><blockquote>赛诺菲在100个国家拥有超过100,000名员工,正在将科学创新转化为全球医疗保健解决方案。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GSK":"葛兰素史克","SNY":"赛诺菲安万特"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107549050","content_text":"Sanofi and GSK announce positive preliminary booster data for their COVID-19 vaccine candidate and continuation of Phase 3 trial per independent Monitoring Board recommendation\n\nPositive booster data show that neutralizing antibodies increased across all primary vaccines received (mRNA or adenovirus) in a 9- to 43-fold range and for all age groups tested, with a good safety and tolerability profile\nPhase 3 trial continues to accrue number of events needed for analysis as populations around the world are increasingly exposed to COVID-19 variants; results expected in Q1, 2022\nCompanies intend to file booster data with regulatory authorities following the Phase 3 results\n\nSanofi and GSK announced today that a single booster dose of their recombinant adjuvanted COVID-19 vaccine candidate delivered consistently strong immune responses. Preliminary results from the VAT0002 clinical trial investigating the safety and immunogenicity of the booster showed neutralizing antibodies increased 9- to 43-fold regardless of the primary vaccine received (AstraZeneca, Johnson & Johnson, Moderna, Pfizer/BioNTech) and for all age groups tested. The booster was well tolerated, with a safety profile similar to currently approved COVID-19 vaccines. This is the most comprehensive booster trial to date to explore boosting across different vaccine technologies used for primary vaccination.\nThe ongoing global Phase 3 trial, VAT0008, includes regular reviews by an independent Data Safety Monitoring Board (DSMB). During its last review, the DSMB identified no safety concerns and recommended the trial to continue into early 2022 to accrue more data.\nRegulatory authorities require Phase 3 efficacy to be demonstrated in “naive” populations, i.e. participants who have never been infected by the COVID-19 virus (seronegative). The Phase 3 trial recruited most participants in Q3 2021, coinciding with a significant increase in the number of people infected by the COVID-19 virus globally due to the Delta variant. To provide the necessary data to regulatory authorities for the booster vaccine submission, the trial will continue to accrue the number of events needed for analysis, with results expected in Q1, 2022.\n“These preliminary data show we have a strong booster candidate, whatever primary vaccine you have received.”said Thomas Triomphe, Executive Vice President, Sanofi Pasteur.“This is consistent with our efforts to provide relevantresponses to evolving public health needs. While pursuing a phase 3 trial is a challenge in a quickly shifting pandemic environment, we look forward to seeing the results to support submissions of our booster vaccine as quickly as possible.”\nRoger Connor, President of GSK Vaccines, added: “As the pandemic threat continues with the current dominant Delta variant and Omicron rapidly gaining ground, booster vaccines will continue to be needed to help protect people over time. The initial booster data are promising, and we await the phase III results to determine the next steps on making protein-based adjuvanted COVID-19 vaccines available.\"\nIn parallel, Sanofi continues its contribution to global public health needs with the manufacturing of up to half a billion doses from BioNTech/Pfizer, Moderna, and Johnson & Johnson vaccines.\nAbout the booster trial (VAT0002)\nThe VAT0002 extension trial is the most comprehensive heterologous booster trial conducted to date. In the first cohort of this trial, the four most-widely approved COVID-19 primary vaccines using mRNA and adenovirus vector technologies were boosted with the Sanofi/GSK protein-based adjuvanted vaccine candidate after full primary vaccination to assess its safety profile and immunogenicity.\nParticipants in the first cohort (n=521) had previously been vaccinated with the approved dosing schedule of an authorized COVID-19 mRNA vaccine (Moderna, Pfizer/BioNTech,) or adenovirus vector vaccine (AstraZeneca, Johnson & Johnson,). This preliminary analysis includes data from trial participants who received one 5µg booster dose of the adjuvanted recombinant protein vaccine targeting the D614 parent virus, between four and ten months after a complete primary vaccination schedule.\nThe trial is ongoing across sites in multiple countries, including the U.S., France, and the UK. To address the emergence of COVID-19 variants of concern, additional trial cohorts are assessing the boosting potential of monovalent and bivalent vaccine formulations also containing the Beta (B.1.351) variant. More data from this trial are expected during the first half of 2022. The Omicron variant was not circulating during the trial. Using sera from booster trial participants, testing is underway to establish the ability of the vaccine candidate to cross-neutralize against Omicron.\nAbout the Phase 3 efficacy trial (VAT0008)\nThe primary endpoint of this ongoing Phase 3, randomized, double-blind, placebo-controlled trial is the prevention of symptomatic COVID-19 in SARS-CoV-2 naïve adults, with secondary endpoints of preventing severe COVID-19 disease and infection. Stage one of the trial is assessing the efficacy of a vaccine formulation containing the spike protein against the original D614 (parent) virus in more than 10,000 participants >18 years of age, randomized to receive two doses of 10µg vaccine or placebo at day 1 and day 22 across sites in the US, Asia, Africa and Latin America. A second stage in the trial is evaluating a second bivalent formulation, adding the spike protein of the B.1.351 (Beta) variant.\nThese efforts are supported by federal funds from the Biomedical Advanced Research and Development Authority, part of the office of the Assistant Secretary for Preparedness and Response at the U.S. Department of Health and Human Services in collaboration with the U.S. Department of Defense Joint Program Executive Office for Chemical, Biological, Radiological and Nuclear Defense under Contract # W15QKN-16-9-1002.\nAbout the Sanofi and GSK collaboration\nIn the collaboration between the two companies, Sanofi provides its recombinant antigen and GSK contributes its pandemic adjuvant, both established vaccine platforms that have proven successful against influenza.\nAbout GSK\nGSK is a science-led global healthcare company with a special purpose: to help people do more, feel better, live longer. GSK is the leading manufacturer of vaccines globally.\nAbout Sanofi\nSanofi is dedicated to supporting people through their health challenges. It is a global biopharmaceutical company focused on human health. It prevent illness with vaccines, provide innovative treatments to fight pain and ease suffering. It stand by the few who suffer from rare diseases and the millions with long-term chronic conditions.\nWith more than 100,000 people in 100 countries, Sanofi is transforming scientific innovation into healthcare solutions around the globe.","news_type":1,"symbols_score_info":{"GSK":0.9,"SNY":0.9}},"isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604726806,"gmtCreate":1639448264431,"gmtModify":1639448264627,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555113831623017","idStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604726806","repostId":"2191890219","repostType":2,"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604720571,"gmtCreate":1639447793618,"gmtModify":1639447793817,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555113831623017","idStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604720571","repostId":"2191984334","repostType":4,"isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604369034,"gmtCreate":1639351200297,"gmtModify":1639351200549,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555113831623017","idStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604369034","repostId":"1171271872","repostType":4,"repost":{"id":"1171271872","kind":"news","pubTimestamp":1639348466,"share":"https://www.laohu8.com/m/news/1171271872?lang=zh_CN&edition=full","pubTime":"2021-12-13 06:34","market":"us","language":"en","title":"Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171271872","media":"Barrons","summary":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and","content":"<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要事件将是美联储利率制定委员会2021年的最后一次会议。官员们最近的评论更加鹰派,可能会宣布加速每月资产购买缩减的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.</p><p><blockquote>本周的财报很少,但周二将包括金宝汤;Lennar、Accenture、FedEx、Rivian汽车和Adobe周四;周五还有达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的11月份生产者价格指数。经济学家预计整体指数环比上涨0.55%,核心PPI上涨0.4%。这两者都与10月份的生产者通胀速度大致相当。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他发布的数据包括周二全国独立企业联合会的信心指数、周三人口普查局公布的11月零售支出以及周四公布的11月新屋开工率。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>星期一12/13</b></blockquote></p><p> J.Jill and PHX Minerals host earnings conference calls.</p><p><blockquote>J.Jill和PHX Minerals在评级举办收益会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and Avaya Holdings host investor days.</p><p><blockquote>金宝汤、巴恩斯集团和Avaya Holdings举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b> Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布11月份生产者价格指数。市场普遍预计环比上涨0.55%,不包括食品和能源的核心PPI将上涨0.4%。相比之下,10月份的增幅分别为0.6%和0.4%。</blockquote></p><p> <b>The National Federation</b> of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数,该指数调查了全国约5,000名小企业主。预期看涨期权为98.3,而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>星期三12/15</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束了为期两天的会议,届时政策制定者将讨论加快缩减月度证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>劳工统计局报告</b>11月进出口价格数据。预计出口价格环比上涨0.5%,而进口价格预计上涨0.5%。相比之下,10月份的涨幅分别为1.5%和1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了12月份NAHB/富国银行住房市场指数。普遍估计读数为84,而11月份的读数为83。该指数去年年底达到90的峰值,房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11月份零售支出报告。预计经季节调整后零售额环比增长0.7%,而10月份为增长1.7%。不包括汽车在内,支出预计将增长0.8%,而上一时期为1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、Accenture、FedEx、Jabil、Adobe、Rivian汽车和Nordson等公司在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。季调后成屋开工年率料为156.3万套,10月为152万套。当房屋开始挖掘时,房屋开工被计算在内。新房建设许可证预计为165.5万份,而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议记录。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继10月份增长1.6%后,经济学家预计增长0.6%。产能利用率预计为76.8,与10月份的76.4%大致一致。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>星期五12/17</b></blockquote></p><p> Steelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants和Quanex Building Products在评级举办收益会议。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-13 06:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要事件将是美联储利率制定委员会2021年的最后一次会议。官员们最近的评论更加鹰派,可能会宣布加速每月资产购买缩减的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.</p><p><blockquote>本周的财报很少,但周二将包括金宝汤;Lennar、Accenture、FedEx、Rivian汽车和Adobe周四;周五还有达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的11月份生产者价格指数。经济学家预计整体指数环比上涨0.55%,核心PPI上涨0.4%。这两者都与10月份的生产者通胀速度大致相当。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他发布的数据包括周二全国独立企业联合会的信心指数、周三人口普查局公布的11月零售支出以及周四公布的11月新屋开工率。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>星期一12/13</b></blockquote></p><p> J.Jill and PHX Minerals host earnings conference calls.</p><p><blockquote>J.Jill和PHX Minerals在评级举办收益会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and Avaya Holdings host investor days.</p><p><blockquote>金宝汤、巴恩斯集团和Avaya Holdings举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b> Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布11月份生产者价格指数。市场普遍预计环比上涨0.55%,不包括食品和能源的核心PPI将上涨0.4%。相比之下,10月份的增幅分别为0.6%和0.4%。</blockquote></p><p> <b>The National Federation</b> of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数,该指数调查了全国约5,000名小企业主。预期看涨期权为98.3,而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>星期三12/15</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束了为期两天的会议,届时政策制定者将讨论加快缩减月度证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>劳工统计局报告</b>11月进出口价格数据。预计出口价格环比上涨0.5%,而进口价格预计上涨0.5%。相比之下,10月份的涨幅分别为1.5%和1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了12月份NAHB/富国银行住房市场指数。普遍估计读数为84,而11月份的读数为83。该指数去年年底达到90的峰值,房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11月份零售支出报告。预计经季节调整后零售额环比增长0.7%,而10月份为增长1.7%。不包括汽车在内,支出预计将增长0.8%,而上一时期为1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、Accenture、FedEx、Jabil、Adobe、Rivian汽车和Nordson等公司在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。季调后成屋开工年率料为156.3万套,10月为152万套。当房屋开始挖掘时,房屋开工被计算在内。新房建设许可证预计为165.5万份,而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议记录。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继10月份增长1.6%后,经济学家预计增长0.6%。产能利用率预计为76.8,与10月份的76.4%大致一致。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>星期五12/17</b></blockquote></p><p> Steelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants和Quanex Building Products在评级举办收益会议。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JILL":"J.Jill Inc.",".DJI":"道琼斯","RIVN":"Rivian Automotive, Inc.","FDX":"联邦快递",".SPX":"S&P 500 Index","ADBE":"Adobe","ACN":"埃森哲","SCS":"Steelcase Inc.","DRI":"达登饭店","PHX":"潘汉德尔油气","CPB":"金宝汤","HEI":"海科航空","LEN":"莱纳建筑公司",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171271872","content_text":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.\nThe Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.\nEarnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.\nEconomic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.\nOther data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.\nMonday 12/13\nJ.Jill and PHX Minerals host earnings conference calls.\nTuesday 12/14\nCampbell Soup, Barnes Group, and Avaya Holdings host investor days.\nThe Bureau of Labor Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.\nThe National Federation of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.\nWednesday 12/15\nThe Federal Open Market Committee concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.\nThe BLS reports export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.\nThe Census Bureau reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.\nThursday 12/16\nHeico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.\nThe Census Bureaureleases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.\nThe Bank of England announces its interest-rate decision and publishes the minutes of the meeting.\nThe Federal Reserve releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.\nFriday 12/17\nSteelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.","news_type":1,"symbols_score_info":{"AVYA":0.9,"SCS":0.9,"HEI":0.9,"ACN":0.9,"RIVN":0.9,"CPB":0.9,"DRI":0.9,"PHX":0.9,"FDX":0.9,"LEN":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9,"JILL":0.9,"ADBE":0.9}},"isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604903570,"gmtCreate":1639294001821,"gmtModify":1639294002020,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555113831623017","idStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604903570","repostId":"2190992671","repostType":4,"isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605709468,"gmtCreate":1639236523674,"gmtModify":1639236523910,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555113831623017","idStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605709468","repostId":"2190675480","repostType":4,"isVote":1,"tweetType":1,"viewCount":1154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605809544,"gmtCreate":1639138457249,"gmtModify":1639138457439,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555113831623017","idStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605809544","repostId":"1107688575","repostType":4,"repost":{"id":"1107688575","kind":"news","pubTimestamp":1639132321,"share":"https://www.laohu8.com/m/news/1107688575?lang=zh_CN&edition=full","pubTime":"2021-12-10 18:32","market":"us","language":"en","title":"U.S.Stock Futures Edge Up Ahead of Inflation Data<blockquote>美国股指期货在通胀数据公布前小幅上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107688575","media":"Wall Street Journal","summary":"U.S. stock futures and bond yields rose ahead of fresh inflation data that could influence the Feder","content":"<p>U.S. stock futures and bond yields rose ahead of fresh inflation data that could influence the Federal Reserve’s timeline for reducing stimulus measures.</p><p><blockquote>在新的通胀数据可能影响美联储缩减刺激措施的时间表之前,美国股指期货和债券收益率上涨。</blockquote></p><p> Futures for the S&P 500 gained 0.3% Friday. The index retreated Thursday but was on track for its strongest week of gains since February. Contracts for the tech-focused Nasdaq-100 rose 0.3% Friday, and futures for the Dow Jones Industrial Average were up 0.1%.</p><p><blockquote>标普500期货周五上涨0.3%。该指数周四回落,但有望创下2月份以来最强劲的一周涨幅。以科技股为主的纳斯达克100指数合约周五上涨0.3%,道琼斯工业平均指数期货上涨0.1%。</blockquote></p><p> Economists surveyed by The Wall Street Journal expect that U.S. inflation hit an almost four-decade high in November. Price pressures have been driven by strong demand and supply-chain woes related to the pandemic, as well as higher energy prices.</p><p><blockquote>接受《华尔街日报》调查的经济学家预计,11月份美国通胀率将创下近40年来的新高。价格压力是由与疫情相关的强劲需求和供应链困境以及能源价格上涨推动的。</blockquote></p><p> The Federal Reserve will hold a two-meeting meeting next week at which it may provide more details about how it plans to wind down its bond-buying program and when it plans to begin raising interest rates. Investors are waiting to see whether officials signal a faster end to stimulus than currently expected and how they characterize inflation.</p><p><blockquote>美联储下周将举行两场会议,会上可能会提供更多细节,说明计划如何逐步结束债券购买计划,以及计划何时开始加息。投资者正在观望官员们是否会比目前预期更快地发出结束刺激的信号,以及他们如何描述通胀。</blockquote></p><p> “What we see is this lack of direction [in markets]: one day going up, one day going down and today what we are really looking to see are the U.S. inflation numbers,” said Frank Øland Winther, global chief strategist at Danske Bank.</p><p><blockquote>丹麦银行全球首席策略师弗兰克·Ø land Winther表示:“我们看到的是(市场)缺乏方向:有一天上涨,有一天下跌,今天我们真正希望看到的是美国通胀数据。”。</blockquote></p><p> In bond markets on Friday, the yield on the 10-year Treasury note—which rises when prices fall—ticked up to 1.518%, from 1.486% Thursday. Brent crude futures, the benchmark in global oil markets, rose 0.2% to $74.55 a barrel, and were up 7.7% for the month.</p><p><blockquote>周五债券市场上,10年期国债收益率(价格下跌时会上升)从周四的1.486%升至1.518%。全球石油市场基准布伦特原油期货上涨0.2%,至每桶74.55美元,本月上涨7.7%。</blockquote></p><p> In premarket trading,Oracle shares gained more than 10% after the database giant reported second-quarter results that beat estimates.Broadcom shares added more than 5% after the company posted better-than-expected results, provided strong January-quarter guidance, raised its dividend and announced a stock-repurchase program.</p><p><blockquote>在盘前交易中,甲骨文股价上涨超过10%,此前这家数据库巨头公布了超出预期的第二季度业绩。博通股价上涨超过5%,此前该公司公布了好于预期的业绩,提供了强劲的1月份季度指引,提高了股息,并宣布了股票回购计划。</blockquote></p><p> Overseas, the pan-continental Stoxx Europe 600 fell 0.4%. Shares of auto maker Daimler fell more than 15% as its spun-off trucks business, Daimler Truck Holding, began trading in Germany on Friday.</p><p><blockquote>海外方面,泛大陆斯托克欧洲600指数跌0.4%。汽车制造商戴姆勒的股价下跌超过15%,其剥离的卡车业务戴姆勒卡车控股公司周五开始在德国交易。</blockquote></p><p> Major indexes in Asia closed lower. Hong Kong’s Hang Seng declined 1.1%, and Japan’s Nikkei 225 fell 1%. South Korea’s Kospi shed 0.6% and China’s Shanghai Composite edged down 0.2%.</p><p><blockquote>亚洲主要股指收跌。香港恒生指数下跌1.1%,日本日经225指数下跌1%。韩国综合指数下跌0.6%,中国上证综指小幅下跌0.2%。</blockquote></p><p> China Fortune Land Development’s shares rose 10% in Shanghai trading after the indebted property developer said creditors had approved a debt restructuring plan, potentially throwing it a lifeline. Concerns over China’s real-estate sector have weighed on markets this year, and this week, Fitch Ratings said China Evergrande Group and a second big property developer,Kaisa Group,had defaulted after missing U.S. dollar bond payments.</p><p><blockquote>负债累累的房地产开发商华夏幸福表示,债权人已批准债务重组计划,可能为其提供生命线,该公司股价在上海交易中上涨10%。今年,对中国房地产行业的担忧给市场带来了压力,惠誉评级本周表示,中国恒大集团和第二大房地产开发商佳兆业集团在未能支付美元债券后违约。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S.Stock Futures Edge Up Ahead of Inflation Data<blockquote>美国股指期货在通胀数据公布前小幅上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S.Stock Futures Edge Up Ahead of Inflation Data<blockquote>美国股指期货在通胀数据公布前小幅上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wall Street Journal</strong><span class=\"h-time small\">2021-12-10 18:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stock futures and bond yields rose ahead of fresh inflation data that could influence the Federal Reserve’s timeline for reducing stimulus measures.</p><p><blockquote>在新的通胀数据可能影响美联储缩减刺激措施的时间表之前,美国股指期货和债券收益率上涨。</blockquote></p><p> Futures for the S&P 500 gained 0.3% Friday. The index retreated Thursday but was on track for its strongest week of gains since February. Contracts for the tech-focused Nasdaq-100 rose 0.3% Friday, and futures for the Dow Jones Industrial Average were up 0.1%.</p><p><blockquote>标普500期货周五上涨0.3%。该指数周四回落,但有望创下2月份以来最强劲的一周涨幅。以科技股为主的纳斯达克100指数合约周五上涨0.3%,道琼斯工业平均指数期货上涨0.1%。</blockquote></p><p> Economists surveyed by The Wall Street Journal expect that U.S. inflation hit an almost four-decade high in November. Price pressures have been driven by strong demand and supply-chain woes related to the pandemic, as well as higher energy prices.</p><p><blockquote>接受《华尔街日报》调查的经济学家预计,11月份美国通胀率将创下近40年来的新高。价格压力是由与疫情相关的强劲需求和供应链困境以及能源价格上涨推动的。</blockquote></p><p> The Federal Reserve will hold a two-meeting meeting next week at which it may provide more details about how it plans to wind down its bond-buying program and when it plans to begin raising interest rates. Investors are waiting to see whether officials signal a faster end to stimulus than currently expected and how they characterize inflation.</p><p><blockquote>美联储下周将举行两场会议,会上可能会提供更多细节,说明计划如何逐步结束债券购买计划,以及计划何时开始加息。投资者正在观望官员们是否会比目前预期更快地发出结束刺激的信号,以及他们如何描述通胀。</blockquote></p><p> “What we see is this lack of direction [in markets]: one day going up, one day going down and today what we are really looking to see are the U.S. inflation numbers,” said Frank Øland Winther, global chief strategist at Danske Bank.</p><p><blockquote>丹麦银行全球首席策略师弗兰克·Ø land Winther表示:“我们看到的是(市场)缺乏方向:有一天上涨,有一天下跌,今天我们真正希望看到的是美国通胀数据。”。</blockquote></p><p> In bond markets on Friday, the yield on the 10-year Treasury note—which rises when prices fall—ticked up to 1.518%, from 1.486% Thursday. Brent crude futures, the benchmark in global oil markets, rose 0.2% to $74.55 a barrel, and were up 7.7% for the month.</p><p><blockquote>周五债券市场上,10年期国债收益率(价格下跌时会上升)从周四的1.486%升至1.518%。全球石油市场基准布伦特原油期货上涨0.2%,至每桶74.55美元,本月上涨7.7%。</blockquote></p><p> In premarket trading,Oracle shares gained more than 10% after the database giant reported second-quarter results that beat estimates.Broadcom shares added more than 5% after the company posted better-than-expected results, provided strong January-quarter guidance, raised its dividend and announced a stock-repurchase program.</p><p><blockquote>在盘前交易中,甲骨文股价上涨超过10%,此前这家数据库巨头公布了超出预期的第二季度业绩。博通股价上涨超过5%,此前该公司公布了好于预期的业绩,提供了强劲的1月份季度指引,提高了股息,并宣布了股票回购计划。</blockquote></p><p> Overseas, the pan-continental Stoxx Europe 600 fell 0.4%. Shares of auto maker Daimler fell more than 15% as its spun-off trucks business, Daimler Truck Holding, began trading in Germany on Friday.</p><p><blockquote>海外方面,泛大陆斯托克欧洲600指数跌0.4%。汽车制造商戴姆勒的股价下跌超过15%,其剥离的卡车业务戴姆勒卡车控股公司周五开始在德国交易。</blockquote></p><p> Major indexes in Asia closed lower. Hong Kong’s Hang Seng declined 1.1%, and Japan’s Nikkei 225 fell 1%. South Korea’s Kospi shed 0.6% and China’s Shanghai Composite edged down 0.2%.</p><p><blockquote>亚洲主要股指收跌。香港恒生指数下跌1.1%,日本日经225指数下跌1%。韩国综合指数下跌0.6%,中国上证综指小幅下跌0.2%。</blockquote></p><p> China Fortune Land Development’s shares rose 10% in Shanghai trading after the indebted property developer said creditors had approved a debt restructuring plan, potentially throwing it a lifeline. Concerns over China’s real-estate sector have weighed on markets this year, and this week, Fitch Ratings said China Evergrande Group and a second big property developer,Kaisa Group,had defaulted after missing U.S. dollar bond payments.</p><p><blockquote>负债累累的房地产开发商华夏幸福表示,债权人已批准债务重组计划,可能为其提供生命线,该公司股价在上海交易中上涨10%。今年,对中国房地产行业的担忧给市场带来了压力,惠誉评级本周表示,中国恒大集团和第二大房地产开发商佳兆业集团在未能支付美元债券后违约。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.wsj.com/articles/global-stock-markets-dow-update-12-10-2021-11639125288?mod=markets_lead_pos2\">Wall Street Journal</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",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/global-stock-markets-dow-update-12-10-2021-11639125288?mod=markets_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107688575","content_text":"U.S. stock futures and bond yields rose ahead of fresh inflation data that could influence the Federal Reserve’s timeline for reducing stimulus measures.\nFutures for the S&P 500 gained 0.3% Friday. The index retreated Thursday but was on track for its strongest week of gains since February. Contracts for the tech-focused Nasdaq-100 rose 0.3% Friday, and futures for the Dow Jones Industrial Average were up 0.1%.\nEconomists surveyed by The Wall Street Journal expect that U.S. inflation hit an almost four-decade high in November. Price pressures have been driven by strong demand and supply-chain woes related to the pandemic, as well as higher energy prices.\nThe Federal Reserve will hold a two-meeting meeting next week at which it may provide more details about how it plans to wind down its bond-buying program and when it plans to begin raising interest rates. Investors are waiting to see whether officials signal a faster end to stimulus than currently expected and how they characterize inflation.\n“What we see is this lack of direction [in markets]: one day going up, one day going down and today what we are really looking to see are the U.S. inflation numbers,” said Frank Øland Winther, global chief strategist at Danske Bank.\nIn bond markets on Friday, the yield on the 10-year Treasury note—which rises when prices fall—ticked up to 1.518%, from 1.486% Thursday. Brent crude futures, the benchmark in global oil markets, rose 0.2% to $74.55 a barrel, and were up 7.7% for the month.\nIn premarket trading,Oracle shares gained more than 10% after the database giant reported second-quarter results that beat estimates.Broadcom shares added more than 5% after the company posted better-than-expected results, provided strong January-quarter guidance, raised its dividend and announced a stock-repurchase program.\nOverseas, the pan-continental Stoxx Europe 600 fell 0.4%. Shares of auto maker Daimler fell more than 15% as its spun-off trucks business, Daimler Truck Holding, began trading in Germany on Friday.\nMajor indexes in Asia closed lower. Hong Kong’s Hang Seng declined 1.1%, and Japan’s Nikkei 225 fell 1%. South Korea’s Kospi shed 0.6% and China’s Shanghai Composite edged down 0.2%.\nChina Fortune Land Development’s shares rose 10% in Shanghai trading after the indebted property developer said creditors had approved a debt restructuring plan, potentially throwing it a lifeline. Concerns over China’s real-estate sector have weighed on markets this year, and this week, Fitch Ratings said China Evergrande Group and a second big property developer,Kaisa Group,had defaulted after missing U.S. dollar bond payments.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602521708,"gmtCreate":1639044146212,"gmtModify":1639044146386,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555113831623017","idStr":"3555113831623017"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602521708","repostId":"1153947242","repostType":4,"repost":{"id":"1153947242","kind":"news","pubTimestamp":1639041094,"share":"https://www.laohu8.com/m/news/1153947242?lang=zh_CN&edition=full","pubTime":"2021-12-09 17:11","market":"us","language":"en","title":"Earnings Scheduled For December 9, 2021<blockquote>预计2021年12月9日收益</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153947242","media":"Benzinga","summary":"Companies Reporting Before The Bell\n• 36KR Holdings (NASDAQ:KRKR) is likely to report quarterly loss","content":"<p><div> Companies Reporting Before The Bell • 36KR Holdings (NASDAQ:KRKR) is likely to report quarterly loss at $0.12 per share on revenue of $11.73 million. • Hooker Furnishings (NASDAQ:HOFT) is estimated to...</p><p><blockquote><div>盘前报告的公司•36氪控股(纳斯达克股票代码:KRKR)可能报告季度亏损为每股0.12美元,营收为1173万美元。•胡克家具(纳斯达克:HOFT)预计将……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/earnings/21/12/24517683/earnings-scheduled-for-december-9-2021\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/12/24517683/earnings-scheduled-for-december-9-2021\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>Earnings Scheduled For December 9, 2021<blockquote>预计2021年12月9日收益</blockquote></title>\n<style 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#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\">\nEarnings Scheduled For December 9, 2021<blockquote>预计2021年12月9日收益</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-09 17:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Companies Reporting Before The Bell • 36KR Holdings (NASDAQ:KRKR) is likely to report quarterly loss at $0.12 per share on revenue of $11.73 million. • Hooker Furnishings (NASDAQ:HOFT) is estimated to...</p><p><blockquote><div>盘前报告的公司•36氪控股(纳斯达克股票代码:KRKR)可能报告季度亏损为每股0.12美元,营收为1173万美元。•胡克家具(纳斯达克:HOFT)预计将……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/earnings/21/12/24517683/earnings-scheduled-for-december-9-2021\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/12/24517683/earnings-scheduled-for-december-9-2021\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/news/earnings/21/12/24517683/earnings-scheduled-for-december-9-2021\">Benzinga</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":{"ORCL":"甲骨文","KRKR":"36氪","CHWY":"Chewy, Inc.","LULU":"lululemon athletica","COST":"好市多"},"source_url":"https://www.benzinga.com/news/earnings/21/12/24517683/earnings-scheduled-for-december-9-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153947242","content_text":"Companies Reporting Before The Bell\n• 36KR Holdings (NASDAQ:KRKR) is likely to report quarterly loss at $0.12 per share on revenue of $11.73 million.\n• Hooker Furnishings (NASDAQ:HOFT) is estimated to report quarterly earnings at $0.30 per share on revenue of $130.03 million.\n• Ciena (NYSE:CIEN) is projected to report quarterly earnings at $0.85 per share on revenue of $1.03 billion.\n• Hormel Foods (NYSE:HRL) is estimated to report quarterly earnings at $0.50 per share on revenue of $3.22 billion.\n• Arhaus (NASDAQ:ARHS) is expected to report quarterly earnings at $0.13 per share on revenue of $201.14 million.\n• Liquidity Services (NASDAQ:LQDT) is projected to report quarterly earnings at $0.11 per share on revenue of $53.39 million.\nCompanies Reporting After The Bell\n• Vail Resorts (NYSE:MTN) is likely to report quarterly loss at $3.62 per share on revenue of $192.53 million.\n• Lululemon Athletica (NASDAQ:LULU) is likely to report quarterly earnings at $1.41 per share on revenue of $1.44 billion.\n• Comtech Telecom (NASDAQ:CMTL) is expected to report quarterly loss at $0.14 per share on revenue of $115.54 million.\n• Costco Wholesale (NASDAQ:COST) is likely to report quarterly earnings at $2.63 per share on revenue of $49.56 billion.\n• Marpai (NASDAQ:MRAI) is expected to report earnings for its third quarter.\n• Sonendo (NYSE:SONX) is projected to report quarterly loss at $0.65 per share on revenue of $7.80 million.\n• Sprinklr (NYSE:CXM) is expected to report quarterly loss at $0.09 per share on revenue of $120.80 million.\n• Leslies (NASDAQ:LESL) is projected to report quarterly earnings at $0.25 per share on revenue of $387.96 million.\n• Applied DNA Sciences (NASDAQ:APDN) is estimated to report quarterly loss at $0.37 per share on revenue of $2.30 million.\n• Kaspien Holdings (NASDAQ:KSPN) is estimated to report earnings for its third quarter.\n• American Outdoor Brands (NASDAQ:AOUT) is estimated to report quarterly earnings at $0.76 per share on revenue of $82.23 million.\n• Vince Holding (NYSE:VNCE) is likely to report earnings for its third quarter.\n• Oracle (NYSE:ORCL) is expected to report quarterly earnings at $1.11 per share on revenue of $10.21 billion.\n• Lakeland Industries (NASDAQ:LAKE) is expected to report quarterly earnings at $0.33 per share on revenue of $30.98 million.\n• Mesa Air Group (NASDAQ:MESA) is likely to report quarterly earnings at $0.12 per share on revenue of $150.64 million.\n• KLX Energy Services Hldgs (NASDAQ:KLXE) is projected to report earnings for its third quarter.\n• Broadcom (NASDAQ:AVGO) is expected to report quarterly earnings at $7.74 per share on revenue of $7.36 billion.\n• Chewy (NYSE:CHWY) is projected to report quarterly loss at $0.04 per share on revenue of $2.21 billion.","news_type":1,"symbols_score_info":{"COST":0.9,"KRKR":0.9,"CHWY":0.9,"LULU":0.9,"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":862477440,"gmtCreate":1632908050371,"gmtModify":1632908050622,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555113831623017","authorIdStr":"3555113831623017"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/862477440","repostId":"1198528044","repostType":4,"repost":{"id":"1198528044","kind":"news","pubTimestamp":1632882697,"share":"https://www.laohu8.com/m/news/1198528044?lang=zh_CN&edition=full","pubTime":"2021-09-29 10:31","market":"us","language":"en","title":"Technically Speaking: Is The Market \"Melting-Up?\"<blockquote>从技术上讲:市场正在“融化”吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198528044","media":"seekingalpha","summary":"Summary\n\nGiven the Fed’s ongoing balance sheet operations, investors fully believe they have protect","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Given the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.</li> <li>As is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.</li> <li>While it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent “this time is different”.</li> </ul> Is the<i>“market melting-up?”</i>Such was the question I received from my colleague at<i>Cut The Crap Investing.</i>It is an excellent question given the relentless increase in what investors believe is a<i>“no risk”</i>market.</p><p><blockquote><ul><li>鉴于美联储正在进行的资产负债表操作,投资者完全相信他们有能力免受经济衰退的影响。</li><li>与往常一样,投资大众相信未来的收益将证明在融化期间价格上涨是合理的。从来都不是那样的。</li><li>虽然在融化持续期间利用它是至关重要的,但不要过于自满“这次不同了”。</li></ul>是<i>“市场融化?”</i>这是我从我的同事那里收到的问题<i>少废话投资。</i>考虑到投资者认为的持续增长,这是一个很好的问题<i>“没有风险”</i>市场。</blockquote></p><p> Of course, we need a definition of precisely what constitutes a melt-up.</p><p><blockquote>当然,我们需要一个准确定义什么是融化。</blockquote></p><p> <i>“A melt-up is a sustained and often unexpected improvement in the investment performance of an asset or asset class, driven partly</i> <i><b>by a stampede of investors who don’t want to miss out on its rise,</b></i> <i>rather than by fundamental improvements in the economy.“</i>– <i>Investopedia</i> Currently, there is sufficient evidence to support the idea of an exuberant market.<b><i>As noted previously:</i></b></p><p><blockquote><i>他说:“熔断是指一项资产或资产类别的投资表现持续且往往出乎意料的改善,部分原因是</i><i><b>不想错过其上涨机会的投资者蜂拥而至,</b></i><i>而不是经济的根本改善。”</i>–<i>投资百科</i>目前,有足够的证据支持市场繁荣的观点。<b><i>如前所述:</i></b></blockquote></p><p> <i>“Near peaks of market cycles, investors become swept up by the underlying exuberance. That exuberance breeds the “rationalization” that “this time is different.” So how do you know the market is exuberant currently? Via Sentiment Trader:”</i> <i>‘This type of market activity is an indication that markets have returned their ‘enthusiasm’ stage. Such is characterized by:’</i> <ul> <li><b><i>High optimism</i></b></li> <li><b><i>Easy credit (too easy, with loose terms)</i></b></li> <li><b><i>A rush of initial and secondary offerings</i></b></li> <li><b><i>Risky stocks outperforming</i></b></li> <li><b><i>Stretched valuations</i></b></li> </ul> <img src=\"https://static.tigerbbs.com/ff8de3a84084162ca86b415584bbf793\" tg-width=\"731\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote><i>“在市场周期接近峰值时,投资者会被潜在的繁荣所席卷。这种繁荣滋生了“合理化”,即“这次不同了”。那么,你如何知道市场目前是繁荣的呢?通过情绪交易者:”</i><i>这种类型的市场活动表明市场已经回到了“热情”阶段。其特征在于:</i><ul><li><b><i>高度乐观</i></b></li><li><b><i>宽松信贷(太宽松,条款宽松)</i></b></li><li><b><i>首次和二次发行热潮</i></b></li><li><b><i>风险股跑赢大盘</i></b></li><li><b><i>估值过高</i></b></li></ul></blockquote></p><p> However, while one would expect individuals to exhibit caution in such an environment, the opposite is true. Given the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.</p><p><blockquote>然而,虽然人们会期望个人在这样的环境中表现出谨慎,但事实恰恰相反。鉴于美联储正在进行的资产负债表操作,投资者完全相信他们有能力免受经济衰退的影响。</blockquote></p><p> <b>A Visualization Of A Market Melting-Up</b></p><p><blockquote><b>市场融化的可视化</b></blockquote></p><p> It is often easier to visualize something rather than explain it.<b>Since 1900, only two previous market periods qualify as a melt-up: 1920-1929 and 1995-2000.</b>The chart below shows both periods in terms of price.</p><p><blockquote>想象某事通常比解释它更容易。<b>自1900年以来,只有两个市场时期符合熔化的条件:1920-1929年和1995-2000年。</b>下图显示了这两个时期的价格。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a218c7efe2ebd874d05c9ff7dd564436\" tg-width=\"797\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/9f193c9c32d55747bf7ff511c2f9fd53\" tg-width=\"793\" tg-height=\"439\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> However, the melt-up is also visually represented by the incredibly sharp rise in valuations. Such is essential because earnings are not rising at a fast enough clip to support higher prices.<b>As is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.</b></p><p><blockquote>然而,估值的大幅上涨也直观地体现了这种融化。这一点至关重要,因为盈利增长速度不足以支撑价格上涨。<b>与往常一样,投资大众相信未来的收益将证明在融化期间价格上涨是合理的。从来都不是那样的。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/c69e418d5a19d6fd03b305ab111e3be3\" tg-width=\"794\" tg-height=\"440\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/af03d3bbd071b8edfdf3a19e2c7b0bcd\" tg-width=\"796\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> We can compare those two previous periods with the current advance from the March 2020 lows. Again, we see a very similar sharp advance in price combined with a surge in valuations. As expected, investors are currently hoping that future earnings will rise sharply enough to justify current prices. However, the justification for paying high prices is the Federal Reserve’s ongoing balance sheet expansion.</p><p><blockquote>我们可以将前两个时期与当前从2020年3月低点的上涨进行比较。我们再次看到非常相似的价格大幅上涨和估值飙升。正如预期的那样,投资者目前希望未来收益将大幅上涨,足以证明当前价格的合理性。然而,支付高价的理由是美联储持续的资产负债表扩张。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f3562aea27b24ad4921d0f5cd497e072\" tg-width=\"804\" tg-height=\"444\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The following chart looks that the price advance and valuation measures a little differently. It shows the current deviation from the long-term exponential growth trend. Not surprisingly, during a market<i>“melt-up,”</i>there is a rapid deviation from the growth trend matching the acceleration in valuations.</p><p><blockquote>下图显示,价格上涨和估值指标略有不同。它显示了当前与长期指数增长趋势的背离。毫不奇怪,在市场期间<i>“融化。”</i>与估值加速相匹配的增长趋势出现了快速背离。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1419cf4b2afdcdc0f61e0cad862f498d\" tg-width=\"836\" tg-height=\"460\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The problem with market<i>“melt-ups”</i>is not the melt-up itself but what always follows.</p><p><blockquote>市场的问题<i>“融化”</i>不是融化本身,而是随之而来的一切。</blockquote></p><p> <b>Melting-Up Leads To Melting-Down</b></p><p><blockquote><b>熔化导致熔化</b></blockquote></p><p> A market melting-up is exciting while it lasts. During melt-ups, investors begin to rationalize why<i>“this time is different.”</i>They start taking on excess leverage to try and capitalize on the rapid advance in prices, and fundamentals take a back seat to price momentum.</p><p><blockquote>市场融化持续下去是令人兴奋的。在熔断期间,投资者开始合理化原因<i>“这次不一样。”</i>他们开始过度杠杆,试图利用价格的快速上涨,基本面让位于价格动能。</blockquote></p><p></p><p> Market melt-ups are all about<i>“psychology.”</i><b>Historically, whatever has been the catalyst to spark the disregard of risk is readily witnessed in the corresponding surge in price and valuations.</b>The chart below shows the long-term deviations in relative strength, deviations, and valuations. The previous<i>‘melt-up”</i>periods should be easy to spot when compared with the advance currently.</p><p><blockquote>市场融化都是关于<i>“心理学。”</i><b>从历史上看,无论引发忽视风险的催化剂是什么,都很容易在价格和估值的相应飙升中看到。</b>下图显示了相对强度、偏差和估值的长期偏差。上一篇<i>“融化”</i>与目前的进展相比,时期应该很容易发现。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bc04cb25c0199dd17475a551a5dd7ec1\" tg-width=\"869\" tg-height=\"1024\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Given that current extensions match only a few rare periods in history, a couple of points should be readily apparent.</p><p><blockquote>鉴于目前的延期仅与历史上少数罕见的时期相匹配,有几点应该是显而易见的。</blockquote></p><p> <ol> <li><b><i>Melt-ups can longer than logic would predict.</i></b></li> <li><b><i>The prevailing psychology is always “this time is different.”</i></b></li> <li><b><i>Valuations are dismissed in exchange for measures of momentum and forward expectations.</i></b></li> <li><b><i>Investors take on excess leverage and risk in order to participate in a seemingly “can’t lose” market.</i></b></li> <li><b><i>Lastly, and inevitably, “melt-ups” end and always in the worst possible outcomes.</i></b></li> </ol> It is essential to recognize the markets are in a<i>“melt-up,</i>” and the duration of that event is unknowable. Therefore, investors need a strategy to participate in the advance and mitigate the damage from the eventual<i>“melting-down.”</i></p><p><blockquote><ol><li><b><i>融化的时间可能比逻辑预测的要长。</i></b></li><li><b><i>普遍的心理总是“这次不一样了”。</i></b></li><li><b><i>估值被驳回,以换取动量和前瞻性预期的衡量标准。</i></b></li><li><b><i>投资者为了参与一个看似“输不起”的市场,承担了过多的杠杆和风险。</i></b></li><li><b><i>最后,不可避免的是,“融化”以最糟糕的结果告终。</i></b></li></ol>必须认识到市场正处于<i>“融化,</i>“而且该事件的持续时间是未知的。因此,投资者需要一种策略来参与提前并减轻最终的损失<i>“熔化。”</i></blockquote></p><p> <b>Surviving The Melt-Up</b></p><p><blockquote><b>在融化中幸存下来</b></blockquote></p><p> <b>As noted, none of this means the next</b><b><i>“bear market”</i></b><b>is lurking.</b>Given that a market melting-up is a function of psychology, they can last longer and go further than logic would predict. What is required to “<i>end”</i>a melt-up is an unanticipated exogenous event that changes psychology from bullish to bearish. Such is when the stampede for the exits occurs, and prices decline very quickly.</p><p><blockquote><b>如上所述,这些都不意味着下一个</b><b><i>“熊市”</i></b><b>正在潜伏。</b>鉴于市场融化是心理作用,它们可以持续更长时间,走得比逻辑预测的更远。需要什么“<i>结束“</i>融化是一种意想不到的外生事件,它将心理从看涨转变为看跌。这就是人们蜂拥退出的时候,价格会迅速下跌。</blockquote></p><p> As such, investors need a set of guidelines to participate in the market advance. But, of course, the hard part is keeping those gains when corrections inevitably occur.</p><p><blockquote>因此,投资者需要一套指导方针来参与市场上涨。但是,当然,困难的部分是在不可避免地发生调整时保持这些收益。</blockquote></p><p> As portfolio managers for our clients, such is precisely the approach we must take. Accordingly, I have provided a general overview of the process that we employ.</p><p><blockquote>作为客户的投资组合经理,这正是我们必须采取的方法。因此,我提供了我们采用的流程的总体概述。</blockquote></p><p> <ol> <li><i><b>Tighten up stop-loss levels</b></i><i>to current support levels for each position.(Provides identifiable exit points when the market reverses.)</i></li> <li><i><b>Hedge portfolios</b></i><i>against major market declines.(Non-correlated assets, short-market positions, index put options)</i></li> <li><i><b>Take profits</b></i><i>in positions that have been big winners(Rebalancing overbought or extended positions to capture gains but continue to participate in the advance.)</i></li> <li><i><b>Sell laggards</b></i><i>and losers</i>.<i>(If something isn’t working in a market melt-up, it most likely won’t work during a broad decline. Better to eliminate the risk early.)</i></li> <li><i><b>Raise cash</b></i><i>and rebalance portfolios to target weightings.(Rebalancing risk on a regular basis keeps hidden risks somewhat mitigated.)</i></li> </ol> <b>Notice, nothing in there says,</b><b><i>“sell everything and go to cash.”</i></b></p><p><blockquote><ol><li><i><b>收紧止损水平</b></i><i>每个头寸的当前支撑位。(当市场反转时提供可识别的退出点。)</i></li><li><i><b>对冲投资组合</b></i><i>(非相关资产、空头市场头寸、指数看跌期权)</i></li><li><i><b>获利了结</b></i><i>在已经成为大赢家的头寸中(重新平衡超买或扩展头寸以获取收益,但继续参与上涨。)</i></li><li><i><b>出售落后者</b></i><i>和失败者</i>.<i>(如果某些东西在市场融化时不起作用,那么在广泛下跌时很可能也不会起作用。最好尽早消除风险。)</i></li><li><i><b>筹集现金</b></i><i>并重新平衡投资组合以达到目标权重。(定期重新平衡风险可以在一定程度上减轻隐藏的风险。)</i></li></ol><b>注意,里面没有任何东西说,</b><b><i>“卖掉所有东西,去兑现。”</i></b></blockquote></p><p> There will be a time to raise significant levels of cash. A good portfolio management strategy will automatically ensure that<i>“stop-loss”</i>levels get triggered, exposure decreases, and cash levels rise when the selling begins.</p><p><blockquote>将会有一段时间来筹集大量现金。一个好的投资组合管理策略将自动确保<i>“止损”</i>当出售开始时,水平被触发,风险减少,现金水平上升。</blockquote></p><p> While it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent<i>“this time is different.”</i></p><p><blockquote>虽然有必要在融化持续期间利用它,但不要过于自满<i>“这次不一样。”</i></blockquote></p><p> It likely isn’t.</p><p><blockquote>很可能不是。</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>Technically Speaking: Is The Market \"Melting-Up?\"<blockquote>从技术上讲:市场正在“融化”吗?</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\">\nTechnically Speaking: Is The Market \"Melting-Up?\"<blockquote>从技术上讲:市场正在“融化”吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-09-29 10:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Given the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.</li> <li>As is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.</li> <li>While it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent “this time is different”.</li> </ul> Is the<i>“market melting-up?”</i>Such was the question I received from my colleague at<i>Cut The Crap Investing.</i>It is an excellent question given the relentless increase in what investors believe is a<i>“no risk”</i>market.</p><p><blockquote><ul><li>鉴于美联储正在进行的资产负债表操作,投资者完全相信他们有能力免受经济衰退的影响。</li><li>与往常一样,投资大众相信未来的收益将证明在融化期间价格上涨是合理的。从来都不是那样的。</li><li>虽然在融化持续期间利用它是至关重要的,但不要过于自满“这次不同了”。</li></ul>是<i>“市场融化?”</i>这是我从我的同事那里收到的问题<i>少废话投资。</i>考虑到投资者认为的持续增长,这是一个很好的问题<i>“没有风险”</i>市场。</blockquote></p><p> Of course, we need a definition of precisely what constitutes a melt-up.</p><p><blockquote>当然,我们需要一个准确定义什么是融化。</blockquote></p><p> <i>“A melt-up is a sustained and often unexpected improvement in the investment performance of an asset or asset class, driven partly</i> <i><b>by a stampede of investors who don’t want to miss out on its rise,</b></i> <i>rather than by fundamental improvements in the economy.“</i>– <i>Investopedia</i> Currently, there is sufficient evidence to support the idea of an exuberant market.<b><i>As noted previously:</i></b></p><p><blockquote><i>他说:“熔断是指一项资产或资产类别的投资表现持续且往往出乎意料的改善,部分原因是</i><i><b>不想错过其上涨机会的投资者蜂拥而至,</b></i><i>而不是经济的根本改善。”</i>–<i>投资百科</i>目前,有足够的证据支持市场繁荣的观点。<b><i>如前所述:</i></b></blockquote></p><p> <i>“Near peaks of market cycles, investors become swept up by the underlying exuberance. That exuberance breeds the “rationalization” that “this time is different.” So how do you know the market is exuberant currently? Via Sentiment Trader:”</i> <i>‘This type of market activity is an indication that markets have returned their ‘enthusiasm’ stage. Such is characterized by:’</i> <ul> <li><b><i>High optimism</i></b></li> <li><b><i>Easy credit (too easy, with loose terms)</i></b></li> <li><b><i>A rush of initial and secondary offerings</i></b></li> <li><b><i>Risky stocks outperforming</i></b></li> <li><b><i>Stretched valuations</i></b></li> </ul> <img src=\"https://static.tigerbbs.com/ff8de3a84084162ca86b415584bbf793\" tg-width=\"731\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote><i>“在市场周期接近峰值时,投资者会被潜在的繁荣所席卷。这种繁荣滋生了“合理化”,即“这次不同了”。那么,你如何知道市场目前是繁荣的呢?通过情绪交易者:”</i><i>这种类型的市场活动表明市场已经回到了“热情”阶段。其特征在于:</i><ul><li><b><i>高度乐观</i></b></li><li><b><i>宽松信贷(太宽松,条款宽松)</i></b></li><li><b><i>首次和二次发行热潮</i></b></li><li><b><i>风险股跑赢大盘</i></b></li><li><b><i>估值过高</i></b></li></ul></blockquote></p><p> However, while one would expect individuals to exhibit caution in such an environment, the opposite is true. Given the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.</p><p><blockquote>然而,虽然人们会期望个人在这样的环境中表现出谨慎,但事实恰恰相反。鉴于美联储正在进行的资产负债表操作,投资者完全相信他们有能力免受经济衰退的影响。</blockquote></p><p> <b>A Visualization Of A Market Melting-Up</b></p><p><blockquote><b>市场融化的可视化</b></blockquote></p><p> It is often easier to visualize something rather than explain it.<b>Since 1900, only two previous market periods qualify as a melt-up: 1920-1929 and 1995-2000.</b>The chart below shows both periods in terms of price.</p><p><blockquote>想象某事通常比解释它更容易。<b>自1900年以来,只有两个市场时期符合熔化的条件:1920-1929年和1995-2000年。</b>下图显示了这两个时期的价格。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a218c7efe2ebd874d05c9ff7dd564436\" tg-width=\"797\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/9f193c9c32d55747bf7ff511c2f9fd53\" tg-width=\"793\" tg-height=\"439\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> However, the melt-up is also visually represented by the incredibly sharp rise in valuations. Such is essential because earnings are not rising at a fast enough clip to support higher prices.<b>As is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.</b></p><p><blockquote>然而,估值的大幅上涨也直观地体现了这种融化。这一点至关重要,因为盈利增长速度不足以支撑价格上涨。<b>与往常一样,投资大众相信未来的收益将证明在融化期间价格上涨是合理的。从来都不是那样的。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/c69e418d5a19d6fd03b305ab111e3be3\" tg-width=\"794\" tg-height=\"440\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/af03d3bbd071b8edfdf3a19e2c7b0bcd\" tg-width=\"796\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> We can compare those two previous periods with the current advance from the March 2020 lows. Again, we see a very similar sharp advance in price combined with a surge in valuations. As expected, investors are currently hoping that future earnings will rise sharply enough to justify current prices. However, the justification for paying high prices is the Federal Reserve’s ongoing balance sheet expansion.</p><p><blockquote>我们可以将前两个时期与当前从2020年3月低点的上涨进行比较。我们再次看到非常相似的价格大幅上涨和估值飙升。正如预期的那样,投资者目前希望未来收益将大幅上涨,足以证明当前价格的合理性。然而,支付高价的理由是美联储持续的资产负债表扩张。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f3562aea27b24ad4921d0f5cd497e072\" tg-width=\"804\" tg-height=\"444\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The following chart looks that the price advance and valuation measures a little differently. It shows the current deviation from the long-term exponential growth trend. Not surprisingly, during a market<i>“melt-up,”</i>there is a rapid deviation from the growth trend matching the acceleration in valuations.</p><p><blockquote>下图显示,价格上涨和估值指标略有不同。它显示了当前与长期指数增长趋势的背离。毫不奇怪,在市场期间<i>“融化。”</i>与估值加速相匹配的增长趋势出现了快速背离。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1419cf4b2afdcdc0f61e0cad862f498d\" tg-width=\"836\" tg-height=\"460\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The problem with market<i>“melt-ups”</i>is not the melt-up itself but what always follows.</p><p><blockquote>市场的问题<i>“融化”</i>不是融化本身,而是随之而来的一切。</blockquote></p><p> <b>Melting-Up Leads To Melting-Down</b></p><p><blockquote><b>熔化导致熔化</b></blockquote></p><p> A market melting-up is exciting while it lasts. During melt-ups, investors begin to rationalize why<i>“this time is different.”</i>They start taking on excess leverage to try and capitalize on the rapid advance in prices, and fundamentals take a back seat to price momentum.</p><p><blockquote>市场融化持续下去是令人兴奋的。在熔断期间,投资者开始合理化原因<i>“这次不一样。”</i>他们开始过度杠杆,试图利用价格的快速上涨,基本面让位于价格动能。</blockquote></p><p></p><p> Market melt-ups are all about<i>“psychology.”</i><b>Historically, whatever has been the catalyst to spark the disregard of risk is readily witnessed in the corresponding surge in price and valuations.</b>The chart below shows the long-term deviations in relative strength, deviations, and valuations. The previous<i>‘melt-up”</i>periods should be easy to spot when compared with the advance currently.</p><p><blockquote>市场融化都是关于<i>“心理学。”</i><b>从历史上看,无论引发忽视风险的催化剂是什么,都很容易在价格和估值的相应飙升中看到。</b>下图显示了相对强度、偏差和估值的长期偏差。上一篇<i>“融化”</i>与目前的进展相比,时期应该很容易发现。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bc04cb25c0199dd17475a551a5dd7ec1\" tg-width=\"869\" tg-height=\"1024\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Given that current extensions match only a few rare periods in history, a couple of points should be readily apparent.</p><p><blockquote>鉴于目前的延期仅与历史上少数罕见的时期相匹配,有几点应该是显而易见的。</blockquote></p><p> <ol> <li><b><i>Melt-ups can longer than logic would predict.</i></b></li> <li><b><i>The prevailing psychology is always “this time is different.”</i></b></li> <li><b><i>Valuations are dismissed in exchange for measures of momentum and forward expectations.</i></b></li> <li><b><i>Investors take on excess leverage and risk in order to participate in a seemingly “can’t lose” market.</i></b></li> <li><b><i>Lastly, and inevitably, “melt-ups” end and always in the worst possible outcomes.</i></b></li> </ol> It is essential to recognize the markets are in a<i>“melt-up,</i>” and the duration of that event is unknowable. Therefore, investors need a strategy to participate in the advance and mitigate the damage from the eventual<i>“melting-down.”</i></p><p><blockquote><ol><li><b><i>融化的时间可能比逻辑预测的要长。</i></b></li><li><b><i>普遍的心理总是“这次不一样了”。</i></b></li><li><b><i>估值被驳回,以换取动量和前瞻性预期的衡量标准。</i></b></li><li><b><i>投资者为了参与一个看似“输不起”的市场,承担了过多的杠杆和风险。</i></b></li><li><b><i>最后,不可避免的是,“融化”以最糟糕的结果告终。</i></b></li></ol>必须认识到市场正处于<i>“融化,</i>“而且该事件的持续时间是未知的。因此,投资者需要一种策略来参与提前并减轻最终的损失<i>“熔化。”</i></blockquote></p><p> <b>Surviving The Melt-Up</b></p><p><blockquote><b>在融化中幸存下来</b></blockquote></p><p> <b>As noted, none of this means the next</b><b><i>“bear market”</i></b><b>is lurking.</b>Given that a market melting-up is a function of psychology, they can last longer and go further than logic would predict. What is required to “<i>end”</i>a melt-up is an unanticipated exogenous event that changes psychology from bullish to bearish. Such is when the stampede for the exits occurs, and prices decline very quickly.</p><p><blockquote><b>如上所述,这些都不意味着下一个</b><b><i>“熊市”</i></b><b>正在潜伏。</b>鉴于市场融化是心理作用,它们可以持续更长时间,走得比逻辑预测的更远。需要什么“<i>结束“</i>融化是一种意想不到的外生事件,它将心理从看涨转变为看跌。这就是人们蜂拥退出的时候,价格会迅速下跌。</blockquote></p><p> As such, investors need a set of guidelines to participate in the market advance. But, of course, the hard part is keeping those gains when corrections inevitably occur.</p><p><blockquote>因此,投资者需要一套指导方针来参与市场上涨。但是,当然,困难的部分是在不可避免地发生调整时保持这些收益。</blockquote></p><p> As portfolio managers for our clients, such is precisely the approach we must take. Accordingly, I have provided a general overview of the process that we employ.</p><p><blockquote>作为客户的投资组合经理,这正是我们必须采取的方法。因此,我提供了我们采用的流程的总体概述。</blockquote></p><p> <ol> <li><i><b>Tighten up stop-loss levels</b></i><i>to current support levels for each position.(Provides identifiable exit points when the market reverses.)</i></li> <li><i><b>Hedge portfolios</b></i><i>against major market declines.(Non-correlated assets, short-market positions, index put options)</i></li> <li><i><b>Take profits</b></i><i>in positions that have been big winners(Rebalancing overbought or extended positions to capture gains but continue to participate in the advance.)</i></li> <li><i><b>Sell laggards</b></i><i>and losers</i>.<i>(If something isn’t working in a market melt-up, it most likely won’t work during a broad decline. Better to eliminate the risk early.)</i></li> <li><i><b>Raise cash</b></i><i>and rebalance portfolios to target weightings.(Rebalancing risk on a regular basis keeps hidden risks somewhat mitigated.)</i></li> </ol> <b>Notice, nothing in there says,</b><b><i>“sell everything and go to cash.”</i></b></p><p><blockquote><ol><li><i><b>收紧止损水平</b></i><i>每个头寸的当前支撑位。(当市场反转时提供可识别的退出点。)</i></li><li><i><b>对冲投资组合</b></i><i>(非相关资产、空头市场头寸、指数看跌期权)</i></li><li><i><b>获利了结</b></i><i>在已经成为大赢家的头寸中(重新平衡超买或扩展头寸以获取收益,但继续参与上涨。)</i></li><li><i><b>出售落后者</b></i><i>和失败者</i>.<i>(如果某些东西在市场融化时不起作用,那么在广泛下跌时很可能也不会起作用。最好尽早消除风险。)</i></li><li><i><b>筹集现金</b></i><i>并重新平衡投资组合以达到目标权重。(定期重新平衡风险可以在一定程度上减轻隐藏的风险。)</i></li></ol><b>注意,里面没有任何东西说,</b><b><i>“卖掉所有东西,去兑现。”</i></b></blockquote></p><p> There will be a time to raise significant levels of cash. A good portfolio management strategy will automatically ensure that<i>“stop-loss”</i>levels get triggered, exposure decreases, and cash levels rise when the selling begins.</p><p><blockquote>将会有一段时间来筹集大量现金。一个好的投资组合管理策略将自动确保<i>“止损”</i>当出售开始时,水平被触发,风险减少,现金水平上升。</blockquote></p><p> While it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent<i>“this time is different.”</i></p><p><blockquote>虽然有必要在融化持续期间利用它,但不要过于自满<i>“这次不一样。”</i></blockquote></p><p> It likely isn’t.</p><p><blockquote>很可能不是。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4457469-technically-speaking-is-the-market-melting-up\">seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4457469-technically-speaking-is-the-market-melting-up","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198528044","content_text":"Summary\n\nGiven the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.\nAs is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.\nWhile it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent “this time is different”.\n\nIs the“market melting-up?”Such was the question I received from my colleague atCut The Crap Investing.It is an excellent question given the relentless increase in what investors believe is a“no risk”market.\nOf course, we need a definition of precisely what constitutes a melt-up.\n\n“A melt-up is a sustained and often unexpected improvement in the investment performance of an asset or asset class, driven partly\nby a stampede of investors who don’t want to miss out on its rise,\nrather than by fundamental improvements in the economy.“–\n Investopedia\n\nCurrently, there is sufficient evidence to support the idea of an exuberant market.As noted previously:\n\n“Near peaks of market cycles, investors become swept up by the underlying exuberance. That exuberance breeds the “rationalization” that “this time is different.” So how do you know the market is exuberant currently? Via Sentiment Trader:”\n\n\n‘This type of market activity is an indication that markets have returned their ‘enthusiasm’ stage. Such is characterized by:’\n\n\nHigh optimism\nEasy credit (too easy, with loose terms)\nA rush of initial and secondary offerings\nRisky stocks outperforming\nStretched valuations\n\n\nHowever, while one would expect individuals to exhibit caution in such an environment, the opposite is true. Given the Fed’s ongoing balance sheet operations, investors fully believe they have protection from a decline.\nA Visualization Of A Market Melting-Up\nIt is often easier to visualize something rather than explain it.Since 1900, only two previous market periods qualify as a melt-up: 1920-1929 and 1995-2000.The chart below shows both periods in terms of price.\n\nHowever, the melt-up is also visually represented by the incredibly sharp rise in valuations. Such is essential because earnings are not rising at a fast enough clip to support higher prices.As is always the case, the investing public believes future earnings will justify higher prices during a melt-up. It just never works out that way.\n\nWe can compare those two previous periods with the current advance from the March 2020 lows. Again, we see a very similar sharp advance in price combined with a surge in valuations. As expected, investors are currently hoping that future earnings will rise sharply enough to justify current prices. However, the justification for paying high prices is the Federal Reserve’s ongoing balance sheet expansion.\n\nThe following chart looks that the price advance and valuation measures a little differently. It shows the current deviation from the long-term exponential growth trend. Not surprisingly, during a market“melt-up,”there is a rapid deviation from the growth trend matching the acceleration in valuations.\n\nThe problem with market“melt-ups”is not the melt-up itself but what always follows.\nMelting-Up Leads To Melting-Down\nA market melting-up is exciting while it lasts. During melt-ups, investors begin to rationalize why“this time is different.”They start taking on excess leverage to try and capitalize on the rapid advance in prices, and fundamentals take a back seat to price momentum.\nMarket melt-ups are all about“psychology.”Historically, whatever has been the catalyst to spark the disregard of risk is readily witnessed in the corresponding surge in price and valuations.The chart below shows the long-term deviations in relative strength, deviations, and valuations. The previous‘melt-up”periods should be easy to spot when compared with the advance currently.\n\nGiven that current extensions match only a few rare periods in history, a couple of points should be readily apparent.\n\nMelt-ups can longer than logic would predict.\nThe prevailing psychology is always “this time is different.”\nValuations are dismissed in exchange for measures of momentum and forward expectations.\nInvestors take on excess leverage and risk in order to participate in a seemingly “can’t lose” market.\nLastly, and inevitably, “melt-ups” end and always in the worst possible outcomes.\n\nIt is essential to recognize the markets are in a“melt-up,” and the duration of that event is unknowable. Therefore, investors need a strategy to participate in the advance and mitigate the damage from the eventual“melting-down.”\nSurviving The Melt-Up\nAs noted, none of this means the next“bear market”is lurking.Given that a market melting-up is a function of psychology, they can last longer and go further than logic would predict. What is required to “end”a melt-up is an unanticipated exogenous event that changes psychology from bullish to bearish. Such is when the stampede for the exits occurs, and prices decline very quickly.\nAs such, investors need a set of guidelines to participate in the market advance. But, of course, the hard part is keeping those gains when corrections inevitably occur.\nAs portfolio managers for our clients, such is precisely the approach we must take. Accordingly, I have provided a general overview of the process that we employ.\n\nTighten up stop-loss levelsto current support levels for each position.(Provides identifiable exit points when the market reverses.)\nHedge portfoliosagainst major market declines.(Non-correlated assets, short-market positions, index put options)\nTake profitsin positions that have been big winners(Rebalancing overbought or extended positions to capture gains but continue to participate in the advance.)\nSell laggardsand losers.(If something isn’t working in a market melt-up, it most likely won’t work during a broad decline. Better to eliminate the risk early.)\nRaise cashand rebalance portfolios to target weightings.(Rebalancing risk on a regular basis keeps hidden risks somewhat mitigated.)\n\nNotice, nothing in there says,“sell everything and go to cash.”\nThere will be a time to raise significant levels of cash. A good portfolio management strategy will automatically ensure that“stop-loss”levels get triggered, exposure decreases, and cash levels rise when the selling begins.\nWhile it is essential to take advantage of the melt-up while it lasts, just don’t become overly complacent“this time is different.”\nIt likely isn’t.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,"SPY":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866538663,"gmtCreate":1632789490352,"gmtModify":1632797585530,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555113831623017","authorIdStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/866538663","repostId":"1145220085","repostType":4,"repost":{"id":"1145220085","kind":"news","pubTimestamp":1632789238,"share":"https://www.laohu8.com/m/news/1145220085?lang=zh_CN&edition=full","pubTime":"2021-09-28 08:33","market":"us","language":"en","title":"Why 4430 Is A Crucial Line In The Sand For The S&P 500 This Week<blockquote>为什么4430是本周标普500的关键线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145220085","media":"zerohedge","summary":"After a strong overnight session, S&P has slumped since the European open, back in the red and hover","content":"<p>After a strong overnight session, S&P has slumped since the European open, back in the red and hovering at a critical technical level for the week...</p><p><blockquote>在经历了强劲的隔夜交易后,S&P自欧洲公开赛以来一直在下跌,回到红色,并在本周的关键技术水平徘徊...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a1257735c0ebba1138e253c2e1b81e95\" tg-width=\"1280\" tg-height=\"699\" width=\"100%\" height=\"auto\"><i>As SpotGamma details</i>,<b>a big point of conversation this week will be the quarterly JPM collar roll, which currently holds short calls at 4430</b>(morehere). These calls expire and are likely rolled on 9/30 (Thursday) – an expiration which currently holds >20% of total SPX gamma. The size of this expiration likely invokes some volatility (i.e. gamma “unclenching”) in/around Thursday.</p><p><blockquote><i>作为SpotGamma详细信息</i>,<b>本周的一个重要话题将是季度摩根大通领卷,目前评级空头价格为4430</b>(更多信息请参见此处)。这些评级到期,可能会在9月30日(星期四)滚动——目前持有SPX gamma总额的20%以上。此次到期的规模可能会在周四左右引发一些波动(即伽马“松动”)。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f25e1e9c1aa0748404978ab3092135ee\" tg-width=\"1079\" tg-height=\"536\" width=\"100%\" height=\"auto\">As you can see above the gamma tied to this 4430 strike is still less than that of 4400/4450, and we think this overall position provides decent support on any drawdown.</p><p><blockquote>正如您在上面看到的,与4430罢工相关的伽马仍然低于4400/4450,我们认为这一整体位置在任何回撤时都提供了不错的支撑。</blockquote></p><p> SpotGammanotes that the<b>4500 Call Wall remains our upside target</b>for this week.</p><p><blockquote>SpotGamma注意到<b>4500看涨期权墙仍然是我们的上行目标</b>这周。</blockquote></p><p> For the downside it would take a pretty decent punch to break 4400.<b>If 4400 is breached we think volatility expands drastically due to negative gamma.</b>We anticipate 4400 being the critical support line into Thursdays expiration.</p><p><blockquote>不利的一面是,要突破4400点需要相当大的一击。<b>如果突破4400点,我们认为由于负伽马值,波动性会急剧扩大。</b>我们预计4400点将成为周四到期前的关键支撑线。</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>Why 4430 Is A Crucial Line In The Sand For The S&P 500 This Week<blockquote>为什么4430是本周标普500的关键线</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; 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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\">\nWhy 4430 Is A Crucial Line In The Sand For The S&P 500 This Week<blockquote>为什么4430是本周标普500的关键线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-28 08:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a strong overnight session, S&P has slumped since the European open, back in the red and hovering at a critical technical level for the week...</p><p><blockquote>在经历了强劲的隔夜交易后,S&P自欧洲公开赛以来一直在下跌,回到红色,并在本周的关键技术水平徘徊...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a1257735c0ebba1138e253c2e1b81e95\" tg-width=\"1280\" tg-height=\"699\" width=\"100%\" height=\"auto\"><i>As SpotGamma details</i>,<b>a big point of conversation this week will be the quarterly JPM collar roll, which currently holds short calls at 4430</b>(morehere). These calls expire and are likely rolled on 9/30 (Thursday) – an expiration which currently holds >20% of total SPX gamma. The size of this expiration likely invokes some volatility (i.e. gamma “unclenching”) in/around Thursday.</p><p><blockquote><i>作为SpotGamma详细信息</i>,<b>本周的一个重要话题将是季度摩根大通领卷,目前评级空头价格为4430</b>(更多信息请参见此处)。这些评级到期,可能会在9月30日(星期四)滚动——目前持有SPX gamma总额的20%以上。此次到期的规模可能会在周四左右引发一些波动(即伽马“松动”)。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f25e1e9c1aa0748404978ab3092135ee\" tg-width=\"1079\" tg-height=\"536\" width=\"100%\" height=\"auto\">As you can see above the gamma tied to this 4430 strike is still less than that of 4400/4450, and we think this overall position provides decent support on any drawdown.</p><p><blockquote>正如您在上面看到的,与4430罢工相关的伽马仍然低于4400/4450,我们认为这一整体位置在任何回撤时都提供了不错的支撑。</blockquote></p><p> SpotGammanotes that the<b>4500 Call Wall remains our upside target</b>for this week.</p><p><blockquote>SpotGamma注意到<b>4500看涨期权墙仍然是我们的上行目标</b>这周。</blockquote></p><p> For the downside it would take a pretty decent punch to break 4400.<b>If 4400 is breached we think volatility expands drastically due to negative gamma.</b>We anticipate 4400 being the critical support line into Thursdays expiration.</p><p><blockquote>不利的一面是,要突破4400点需要相当大的一击。<b>如果突破4400点,我们认为由于负伽马值,波动性会急剧扩大。</b>我们预计4400点将成为周四到期前的关键支撑线。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/markets/why-4430-crucial-line-sand-sp-500-week\">zerohedge</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":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/why-4430-crucial-line-sand-sp-500-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145220085","content_text":"After a strong overnight session, S&P has slumped since the European open, back in the red and hovering at a critical technical level for the week...\nAs SpotGamma details,a big point of conversation this week will be the quarterly JPM collar roll, which currently holds short calls at 4430(morehere). These calls expire and are likely rolled on 9/30 (Thursday) – an expiration which currently holds >20% of total SPX gamma. The size of this expiration likely invokes some volatility (i.e. gamma “unclenching”) in/around Thursday.\nAs you can see above the gamma tied to this 4430 strike is still less than that of 4400/4450, and we think this overall position provides decent support on any drawdown.\nSpotGammanotes that the4500 Call Wall remains our upside targetfor this week.\nFor the downside it would take a pretty decent punch to break 4400.If 4400 is breached we think volatility expands drastically due to negative gamma.We anticipate 4400 being the critical support line into Thursdays expiration.","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869211893,"gmtCreate":1632291238312,"gmtModify":1632801448910,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555113831623017","authorIdStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/869211893","repostId":"2169324976","repostType":4,"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814542827,"gmtCreate":1630851153569,"gmtModify":1631889820181,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555113831623017","authorIdStr":"3555113831623017"},"themes":[],"htmlText":"Ok ","listText":"Ok ","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/814542827","repostId":"1186003479","repostType":4,"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154556607,"gmtCreate":1625535813209,"gmtModify":1633939894645,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555113831623017","authorIdStr":"3555113831623017"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/154556607","repostId":"2149533820","repostType":4,"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":609344583,"gmtCreate":1638244579178,"gmtModify":1638244579328,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555113831623017","authorIdStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609344583","repostId":"1109320304","repostType":4,"isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827181826,"gmtCreate":1634433118673,"gmtModify":1634433118896,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555113831623017","authorIdStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/827181826","repostId":"1169383767","repostType":4,"repost":{"id":"1169383767","kind":"news","pubTimestamp":1634311170,"share":"https://www.laohu8.com/m/news/1169383767?lang=zh_CN&edition=full","pubTime":"2021-10-15 23:19","market":"us","language":"en","title":"Plug Power's Lowered Guidance Lacking Detail, Analyst Says<blockquote>分析师称普拉格能源下调指引缺乏细节</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169383767","media":"TheStreet","summary":"'Details were not provided,' Coker Palmer analyst Vaibhav Vaishnav writes. He has a price target of ","content":"<p>'Details were not provided,' Coker Palmer analyst Vaibhav Vaishnav writes. He has a price target of $13 for the stock, compared to its recent quote of $32.08.</p><p><blockquote>Coker Palmer分析师Vaibhav Vaishnav写道,没有提供细节。他对该股的目标价为13美元,而最近的报价为32.08美元。</blockquote></p><p> While Plug Power shares firmed Friday after the hydrogen technology company’s earnings guidance beat expectations, at least one analyst wanted something else: details.</p><p><blockquote>尽管在氢技术公司的盈利指引超出预期后,普拉格能源股价周五走强,但至少一位分析师想要别的东西:细节。</blockquote></p><p> “Details were not provided,” Vaibhav Vaishnav of Coker Palmer Institutional wrote in a commentary. He sees tough sledding for Plug Power’s stock in the near term, with a price target of $13. He rates Plug Power a sector underperform.</p><p><blockquote>“没有提供细节,”Coker Palmer Institutional的Vaibhav Vaishnav在评论中写道。他预计普拉格能源股价短期内将大幅下跌,目标价为13美元。他将普拉格能源评为表现不佳的行业。</blockquote></p><p> The stock recently traded at $32.13, up 1%.</p><p><blockquote>该股近期交易价格为32.13美元,上涨1%。</blockquote></p><p> Among the details Vaishnav sees as missing: Specifics on the company's $3 billion revenue estimate as well as investments needed to achieve its stated targets.</p><p><blockquote>Vaishnav认为缺失的细节包括:该公司30亿美元收入预期的细节以及实现其既定目标所需的投资。</blockquote></p><p> “The company spoke only about $1 billion in revenue from material handling and $700 million from hydrogen fuel,” Vaishnav said. “We assume the current four segments together total $1 billion, and $700 million is from third-party sales. PLUG also mentioned three gigawatt installed electrolyzers by 2025,\" the analyst wrote.</p><p><blockquote>Vaishnav表示:“该公司仅表示来自物料搬运的收入约为10亿美元,来自氢燃料的收入为7亿美元。”该分析师写道:“我们假设目前四个细分市场的总额为10亿美元,其中7亿美元来自第三方销售。PLUG还提到到2025年将安装3吉瓦的电解槽。”</blockquote></p><p> What's more, Plug Power is targeting 500 Temperature Programmed Desorption (TPD) plants and 1,000 TPD plants by 2025/'28 respectively.</p><p><blockquote>此外,普拉格能源的目标是到2025/28年分别建设500座程序升温脱附(TPD)工厂和1,000座程序升温脱附(TPD)工厂。</blockquote></p><p> \"Each 20 TPD plant costs $100 million, implying $2 billion/$4 billion capex beyond the initial 100 TPD targeted by the end of 2022,\" Viashnav wrote. \"PLUG intends to build a GW factory in Korea and a 2 GW factory in Australia. The HYVIA production facility could cost $200 million.</p><p><blockquote>Viashnav写道:“每座20吨/日的工厂成本为1亿美元,这意味着比2022年底前最初的100吨/日目标还要多20亿美元/40亿美元的资本支出。”“PLUG打算在韩国建造一座GW工厂,在澳大利亚建造一座2 GW工厂。HYVIA生产设施可能耗资2亿美元。</blockquote></p><p> Also lacking additional detail, according to Viashnav: the company's estimates on how much it can make on hydrogen sales.</p><p><blockquote>Viashnav表示,还缺乏更多细节:该公司对氢气销售收入的估计。</blockquote></p><p> “The average purchase price for hydrogen from third parties, the amount of hydrogen lost in storage/transfer and the selling price to internal customers,\" Vaishnav said.</p><p><blockquote>Vaishnav说:“从第三方购买氢气的平均价格、储存/转移过程中损失的氢气量以及向内部客户的销售价格。”</blockquote></p><p> \"The company estimates it can generate 30% gross margins at $6/kilogram, which makes sense to us. But we look for clarity on translation from the $6/kg selling price to an effective price realized of $4/Kg in 2019/’20/1H ‘21.”</p><p><blockquote>“该公司估计,以6美元/公斤的价格可以产生30%的毛利率,这对我们来说是有意义的。但我们希望澄清从6美元/公斤的售价转换为2019年实现的4美元/公斤的有效价格/公斤/20/1 H'21。”</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>Plug Power's Lowered Guidance Lacking Detail, Analyst Says<blockquote>分析师称普拉格能源下调指引缺乏细节</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\">\nPlug Power's Lowered Guidance Lacking Detail, Analyst Says<blockquote>分析师称普拉格能源下调指引缺乏细节</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-15 23:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>'Details were not provided,' Coker Palmer analyst Vaibhav Vaishnav writes. He has a price target of $13 for the stock, compared to its recent quote of $32.08.</p><p><blockquote>Coker Palmer分析师Vaibhav Vaishnav写道,没有提供细节。他对该股的目标价为13美元,而最近的报价为32.08美元。</blockquote></p><p> While Plug Power shares firmed Friday after the hydrogen technology company’s earnings guidance beat expectations, at least one analyst wanted something else: details.</p><p><blockquote>尽管在氢技术公司的盈利指引超出预期后,普拉格能源股价周五走强,但至少一位分析师想要别的东西:细节。</blockquote></p><p> “Details were not provided,” Vaibhav Vaishnav of Coker Palmer Institutional wrote in a commentary. He sees tough sledding for Plug Power’s stock in the near term, with a price target of $13. He rates Plug Power a sector underperform.</p><p><blockquote>“没有提供细节,”Coker Palmer Institutional的Vaibhav Vaishnav在评论中写道。他预计普拉格能源股价短期内将大幅下跌,目标价为13美元。他将普拉格能源评为表现不佳的行业。</blockquote></p><p> The stock recently traded at $32.13, up 1%.</p><p><blockquote>该股近期交易价格为32.13美元,上涨1%。</blockquote></p><p> Among the details Vaishnav sees as missing: Specifics on the company's $3 billion revenue estimate as well as investments needed to achieve its stated targets.</p><p><blockquote>Vaishnav认为缺失的细节包括:该公司30亿美元收入预期的细节以及实现其既定目标所需的投资。</blockquote></p><p> “The company spoke only about $1 billion in revenue from material handling and $700 million from hydrogen fuel,” Vaishnav said. “We assume the current four segments together total $1 billion, and $700 million is from third-party sales. PLUG also mentioned three gigawatt installed electrolyzers by 2025,\" the analyst wrote.</p><p><blockquote>Vaishnav表示:“该公司仅表示来自物料搬运的收入约为10亿美元,来自氢燃料的收入为7亿美元。”该分析师写道:“我们假设目前四个细分市场的总额为10亿美元,其中7亿美元来自第三方销售。PLUG还提到到2025年将安装3吉瓦的电解槽。”</blockquote></p><p> What's more, Plug Power is targeting 500 Temperature Programmed Desorption (TPD) plants and 1,000 TPD plants by 2025/'28 respectively.</p><p><blockquote>此外,普拉格能源的目标是到2025/28年分别建设500座程序升温脱附(TPD)工厂和1,000座程序升温脱附(TPD)工厂。</blockquote></p><p> \"Each 20 TPD plant costs $100 million, implying $2 billion/$4 billion capex beyond the initial 100 TPD targeted by the end of 2022,\" Viashnav wrote. \"PLUG intends to build a GW factory in Korea and a 2 GW factory in Australia. The HYVIA production facility could cost $200 million.</p><p><blockquote>Viashnav写道:“每座20吨/日的工厂成本为1亿美元,这意味着比2022年底前最初的100吨/日目标还要多20亿美元/40亿美元的资本支出。”“PLUG打算在韩国建造一座GW工厂,在澳大利亚建造一座2 GW工厂。HYVIA生产设施可能耗资2亿美元。</blockquote></p><p> Also lacking additional detail, according to Viashnav: the company's estimates on how much it can make on hydrogen sales.</p><p><blockquote>Viashnav表示,还缺乏更多细节:该公司对氢气销售收入的估计。</blockquote></p><p> “The average purchase price for hydrogen from third parties, the amount of hydrogen lost in storage/transfer and the selling price to internal customers,\" Vaishnav said.</p><p><blockquote>Vaishnav说:“从第三方购买氢气的平均价格、储存/转移过程中损失的氢气量以及向内部客户的销售价格。”</blockquote></p><p> \"The company estimates it can generate 30% gross margins at $6/kilogram, which makes sense to us. But we look for clarity on translation from the $6/kg selling price to an effective price realized of $4/Kg in 2019/’20/1H ‘21.”</p><p><blockquote>“该公司估计,以6美元/公斤的价格可以产生30%的毛利率,这对我们来说是有意义的。但我们希望澄清从6美元/公斤的售价转换为2019年实现的4美元/公斤的有效价格/公斤/20/1 H'21。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/investing/coker-palmer-lack-of-detail-plug-power\">TheStreet</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源"},"source_url":"https://www.thestreet.com/investing/coker-palmer-lack-of-detail-plug-power","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169383767","content_text":"'Details were not provided,' Coker Palmer analyst Vaibhav Vaishnav writes. He has a price target of $13 for the stock, compared to its recent quote of $32.08.\nWhile Plug Power shares firmed Friday after the hydrogen technology company’s earnings guidance beat expectations, at least one analyst wanted something else: details.\n“Details were not provided,” Vaibhav Vaishnav of Coker Palmer Institutional wrote in a commentary. He sees tough sledding for Plug Power’s stock in the near term, with a price target of $13. He rates Plug Power a sector underperform.\nThe stock recently traded at $32.13, up 1%.\nAmong the details Vaishnav sees as missing: Specifics on the company's $3 billion revenue estimate as well as investments needed to achieve its stated targets.\n“The company spoke only about $1 billion in revenue from material handling and $700 million from hydrogen fuel,” Vaishnav said. “We assume the current four segments together total $1 billion, and $700 million is from third-party sales. PLUG also mentioned three gigawatt installed electrolyzers by 2025,\" the analyst wrote.\nWhat's more, Plug Power is targeting 500 Temperature Programmed Desorption (TPD) plants and 1,000 TPD plants by 2025/'28 respectively.\n\"Each 20 TPD plant costs $100 million, implying $2 billion/$4 billion capex beyond the initial 100 TPD targeted by the end of 2022,\" Viashnav wrote. \"PLUG intends to build a GW factory in Korea and a 2 GW factory in Australia. The HYVIA production facility could cost $200 million.\nAlso lacking additional detail, according to Viashnav: the company's estimates on how much it can make on hydrogen sales.\n“The average purchase price for hydrogen from third parties, the amount of hydrogen lost in storage/transfer and the selling price to internal customers,\" Vaishnav said.\n\"The company estimates it can generate 30% gross margins at $6/kilogram, which makes sense to us. But we look for clarity on translation from the $6/kg selling price to an effective price realized of $4/Kg in 2019/’20/1H ‘21.”","news_type":1,"symbols_score_info":{"PLUG":0.9}},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608423857,"gmtCreate":1638781552216,"gmtModify":1638781552987,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555113831623017","authorIdStr":"3555113831623017"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/608423857","repostId":"1179313612","repostType":4,"repost":{"id":"1179313612","kind":"news","pubTimestamp":1638745398,"share":"https://www.laohu8.com/m/news/1179313612?lang=zh_CN&edition=full","pubTime":"2021-12-06 07:03","market":"us","language":"en","title":"Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179313612","media":"Barrons","summary":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer rep","content":"<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报阵容头条。这家视频游戏零售商将在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">AutoZone</a>,凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店,以及<a href=\"https://laohu8.com/S/TOL\">托尔兄弟</a>周二公布收益,随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>,<a href=\"https://laohu8.com/S/COST\">Costco</a>批发,及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四的食物使事情更加圆满。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一,<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空</a>周三举办2021年投资者日,随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储10月消费者信贷数据报告将于周二公布。周四,美国劳工部公布了截至12月4日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。市场普遍预期同比增长6.7%,比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而此前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>星期一12/6</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey’s General Stores和Toll Brothers公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费者信贷数据。继去年小幅下降后,截至9月份,未偿消费者债务总额平均每月增加200亿美元,达到创纪录的4.37万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>星期三12/8</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺,仅比7月1110万的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站公布财报。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学公司</a>在加州尔湾举行投资者会议。该公司将讨论其产品线以及2022年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在10月底的会议上,央行结束了量化宽松计划,并表示首次加息将于2022年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale和Hormel Foods在评级召开会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health和泰森食品举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至12月4日当周的首次申请失业救济人数。11月份平均申请失业救济人数为238,750人,为大流行开始以来的最低水平,仅比2020年2月增加24,750人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>星期五12/10</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>阿彻-丹尼尔斯-米德兰举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">Centene</a>召开投资者会议,并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>美国劳工统计局发布11月份消费者价格指数。市场普遍预计同比增长6.7%,比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而此前为4.6%。10月份6.2%的涨幅是CPI 30多年来最热的一次,上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀时,最终放弃了“暂时性”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测为66,略低于11月份的数据。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGame Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 07:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报阵容头条。这家视频游戏零售商将在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">AutoZone</a>,凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店,以及<a href=\"https://laohu8.com/S/TOL\">托尔兄弟</a>周二公布收益,随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>,<a href=\"https://laohu8.com/S/COST\">Costco</a>批发,及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四的食物使事情更加圆满。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一,<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空</a>周三举办2021年投资者日,随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储10月消费者信贷数据报告将于周二公布。周四,美国劳工部公布了截至12月4日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。市场普遍预期同比增长6.7%,比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而此前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>星期一12/6</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey’s General Stores和Toll Brothers公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费者信贷数据。继去年小幅下降后,截至9月份,未偿消费者债务总额平均每月增加200亿美元,达到创纪录的4.37万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>星期三12/8</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺,仅比7月1110万的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站公布财报。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学公司</a>在加州尔湾举行投资者会议。该公司将讨论其产品线以及2022年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在10月底的会议上,央行结束了量化宽松计划,并表示首次加息将于2022年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale和Hormel Foods在评级召开会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health和泰森食品举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至12月4日当周的首次申请失业救济人数。11月份平均申请失业救济人数为238,750人,为大流行开始以来的最低水平,仅比2020年2月增加24,750人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>星期五12/10</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>阿彻-丹尼尔斯-米德兰举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">Centene</a>召开投资者会议,并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>美国劳工统计局发布11月份消费者价格指数。市场普遍预计同比增长6.7%,比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而此前为4.6%。10月份6.2%的涨幅是CPI 30多年来最热的一次,上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀时,最终放弃了“暂时性”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测为66,略低于11月份的数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TOL":"托尔兄弟","CVS":"西维斯健康","COST":"好市多","BK4088":"住宅建筑","GME":"游戏驿站"},"source_url":"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1179313612","content_text":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. AutoZone, Casey’s General Stores, and Toll Brothers report earnings on Tuesday, followed by Brown-Forman and Campbell Soup on Wednesday. Broadcom, Costco Wholesale, and Hormel Foods round things out on Thursday.\nOn Monday, Union Pacific will hold a conference call to discuss its climate action plan. McKesson and Southwest Airlines host their 2021 investor days on Wednesday, followed by CVS Health and Tyson Foods on Thursday.\nThe Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.\nThe Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.\nMonday 12/6\nUnion Pacific holds a conference call to discuss its climate action plan.\nTuesday 12/7\nAutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.\nThe Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.\nWednesday 12/8\nThe BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.\nBrown-Forman, Campbell Soup, and GameStop report earnings.\nMcKesson and Southwest Airlines host their 2021 investor days.\nEdwards Lifesciences holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.\nThe Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.\nThursday 12/9\nBroadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.\nCVS Health and Tyson Foods host their annual investor days.\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.\nFriday 12/10\nArcher-Daniels-Midland holds its global investor day.\nCentene holds an investor meeting and will provide financial guidance for 2022.\nThe Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome Powell finally ditched “transitory” when discussing inflation before the Senate Banking Committee.\nThe University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.","news_type":1,"symbols_score_info":{"COST":0.9,"GME":0.9,"TOL":0.9,"CVS":0.9}},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872473836,"gmtCreate":1637567252498,"gmtModify":1637567252635,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555113831623017","authorIdStr":"3555113831623017"},"themes":[],"htmlText":"Ok ","listText":"Ok ","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872473836","repostId":"1153786917","repostType":4,"repost":{"id":"1153786917","kind":"news","pubTimestamp":1637534687,"share":"https://www.laohu8.com/m/news/1153786917?lang=zh_CN&edition=full","pubTime":"2021-11-22 06:44","market":"us","language":"en","title":"Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153786917","media":"Barrons","summary":"The tail end of third-quarter earnings season will bring more results from major retailers next week","content":"<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and Gap.</p><p><blockquote>就在购物者为黑色星期五做准备之际,第三季度财报季的尾声将在下周带来更多主要零售商的业绩。周二,投资者将获得一些零售业巨头的季度业绩,包括百思买、伯灵顿商店、迪克体育用品、美元树和Gap。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一,也是假日购物季的传统开始。美国零售联合会估计,今年11月和12月,美国消费者的支出将达到创纪录的8510亿美元,比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and VMware on Tuesday, Deere on Wednesday and Pinduoduo,Meituan and RLX Technology on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和VMware、周三的Deere以及周五的拼多多、美团-W和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一公布了10月份的现房销售情况。市场普遍估计,经季节调整后,房屋销售量为619万套,比9月份减少10万套。</blockquote></p><p> On Tuesday,IHS Markit releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>周二,IHS Markit发布了11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5,服务业PMI为59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三,联邦公开市场委员会公布了11月初货币政策会议纪要。美国人口普查局还发布10月份耐用品报告,而美国经济分析局则报告10月份个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五,纳斯达克和纽约证券交易所下午1点结束交易,而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技、Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告10月份现房销售情况。市场普遍估计,经季节调整后,房屋销售量为619万套,比9月份减少10万套。去年10月,成屋销量达到金融危机后的峰值673万套,今年大部分时间都在下降,部分原因是供应限制,尤其是在房地产市场的低端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>ADI公司、欧特克公司、百思买公司、伯灵顿商店公司、戴尔技术公司、迪克体育用品公司、美元树公司、Gap公司、HPInc公司。,J.MSmucker、Jacobs Engineering Group、Medtronic和VMware报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit发布</b>11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5,服务业PMI为59。这两个数字都略高于10月份的数据。这两个指数都脱离了今年早些时候的峰值,但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年化增长率为2.2%,高于东亚银行10月底初步估计的2%。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布2021财年第四季度业绩。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布11月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测耐用品新订单环比增长0.2%,达到2620亿美元。不包括运输,新订单预计将增长0.5%,与9月份的增幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。看涨期权普遍认为,继9月份收入下降1%后,每月收入将增长0.4%。个人支出预计将环比增长1%,快于9月份0.6%的增幅。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国证券交易所</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一,也是假日购物季的传统开始。美国零售联合会估计,今年11月和12月,美国消费者的支出将达到创纪录的8510亿美元,比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易,债券市场下午2点收盘。</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>Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBest Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-22 06:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and Gap.</p><p><blockquote>就在购物者为黑色星期五做准备之际,第三季度财报季的尾声将在下周带来更多主要零售商的业绩。周二,投资者将获得一些零售业巨头的季度业绩,包括百思买、伯灵顿商店、迪克体育用品、美元树和Gap。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一,也是假日购物季的传统开始。美国零售联合会估计,今年11月和12月,美国消费者的支出将达到创纪录的8510亿美元,比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and VMware on Tuesday, Deere on Wednesday and Pinduoduo,Meituan and RLX Technology on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和VMware、周三的Deere以及周五的拼多多、美团-W和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一公布了10月份的现房销售情况。市场普遍估计,经季节调整后,房屋销售量为619万套,比9月份减少10万套。</blockquote></p><p> On Tuesday,IHS Markit releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>周二,IHS Markit发布了11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5,服务业PMI为59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三,联邦公开市场委员会公布了11月初货币政策会议纪要。美国人口普查局还发布10月份耐用品报告,而美国经济分析局则报告10月份个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五,纳斯达克和纽约证券交易所下午1点结束交易,而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技、Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告10月份现房销售情况。市场普遍估计,经季节调整后,房屋销售量为619万套,比9月份减少10万套。去年10月,成屋销量达到金融危机后的峰值673万套,今年大部分时间都在下降,部分原因是供应限制,尤其是在房地产市场的低端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>ADI公司、欧特克公司、百思买公司、伯灵顿商店公司、戴尔技术公司、迪克体育用品公司、美元树公司、Gap公司、HPInc公司。,J.MSmucker、Jacobs Engineering Group、Medtronic和VMware报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit发布</b>11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5,服务业PMI为59。这两个数字都略高于10月份的数据。这两个指数都脱离了今年早些时候的峰值,但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年化增长率为2.2%,高于东亚银行10月底初步估计的2%。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布2021财年第四季度业绩。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布11月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测耐用品新订单环比增长0.2%,达到2620亿美元。不包括运输,新订单预计将增长0.5%,与9月份的增幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。看涨期权普遍认为,继9月份收入下降1%后,每月收入将增长0.4%。个人支出预计将环比增长1%,快于9月份0.6%的增幅。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国证券交易所</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一,也是假日购物季的传统开始。美国零售联合会估计,今年11月和12月,美国消费者的支出将达到创纪录的8510亿美元,比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易,债券市场下午2点收盘。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom",".IXIC":"NASDAQ Composite","DE":"迪尔股份有限公司","DELL":"戴尔","BBY":"百思买",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153786917","content_text":"The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and Gap.\nFriday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.\nNon-retail highlights on the earnings calendar next week include Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and VMware on Tuesday, Deere on Wednesday and Pinduoduo,Meituan and RLX Technology on Friday.\nThe National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.\nOn Tuesday,IHS Markit releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.\nOn Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.\nU.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.\nAgilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.\nThe National Association of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.\nAnalog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.\nIHS Markit releases both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.\nThe BEA reports its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.\nDeere reports fiscal fourth-quarter 2021 results.\nThe Federal Open Market Committee releases minutes from its early-November monetary-policy meeting.\nThe Census Bureau releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.\nThe BEA reports personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.\nU.S. bourses and fixed-income markets are closed in observance of Thanksgiving.\nIt’s Black Friday, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.","news_type":1,"symbols_score_info":{"BBY":0.9,".SPX":0.9,".DJI":0.9,"DELL":0.9,"DE":0.9,"ZM":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857470387,"gmtCreate":1635557981599,"gmtModify":1635557981725,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555113831623017","authorIdStr":"3555113831623017"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/857470387","repostId":"2179424781","repostType":4,"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}