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tetradrachm
2021-09-10
Comment and like
Bitcoin Crash September 2021: What You Should Know<blockquote>2021 年 9 月比特币车祸:您应该知道什么</blockquote>
tetradrachm
2021-08-26
Comment and like thanks
抱歉,原内容已删除
tetradrachm
2021-08-23
Drop and buy?
tetradrachm
2021-08-23
Comment and like please
JD.com beats second-quarter sales estimates<blockquote>京东第二季度销售额超出预期</blockquote>
tetradrachm
2021-08-17
Like please thanks
抱歉,原内容已删除
tetradrachm
2021-08-16
Please like
Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯、沃尔玛、塔吉特等本周值得关注的股票</blockquote>
tetradrachm
2021-08-14
Can buy?
tetradrachm
2021-08-14
Great ariticle, would you like to share it?
@Iverson:美版“拼多多”、“美团”绩后纷纷大跌,中国模式在美国走不通?
tetradrachm
2021-08-11
Undervalue? Can buy for long term?
tetradrachm
2021-08-11
Undervalue? Can buy t long term?
tetradrachm
2021-08-11
Great ariticle, would you like to share it?
What stocks and sectors will benefit from the infrastructure bill?<blockquote>哪些股票和行业将从基础设施法案中受益?</blockquote>
tetradrachm
2021-08-11
Like and comment. Thanks all🙏
What stocks and sectors will benefit from the infrastructure bill?<blockquote>哪些股票和行业将从基础设施法案中受益?</blockquote>
tetradrachm
2021-08-10
... Is this company good
tetradrachm
2021-08-10
Is this company good to invest?
tetradrachm
2021-08-10
Like and comment thanks
Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.<blockquote>特斯拉股价在早盘交易中上涨 2%,此前杰富瑞将其评级上调至 “买入 ”,目标价从之前的 700 美元上调至 850 美元。</blockquote>
tetradrachm
2021-08-08
Approved for emergency used only... Not the ultimate cure
抱歉,原内容已删除
tetradrachm
2021-08-08
Written by motley fool
Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票:走向 1,200 美元?</blockquote>
tetradrachm
2021-08-08
Comment and like please
Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票:走向 1,200 美元?</blockquote>
tetradrachm
2021-08-06
Great ariticle, would you like to share it?
抱歉,原内容已删除
tetradrachm
2021-08-06
Go up tonight?
去老虎APP查看更多动态
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and like ","listText":"Comment and like ","text":"Comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/881950736","repostId":"1148605188","repostType":4,"repost":{"id":"1148605188","kind":"news","pubTimestamp":1631265518,"share":"https://www.laohunote.com/m/news/1148605188?lang=zh_CN&edition=full","pubTime":"2021-09-10 17:18","market":"us","language":"en","title":"Bitcoin Crash September 2021: What You Should Know<blockquote>2021 年 9 月比特币车祸:您应该知道什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148605188","media":"seekingalpha","summary":"Summary\n\nBitcoin will be Bitcoin and bucket shops will be bucket shops.\nStocks, options, commodities","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Bitcoin will be Bitcoin and bucket shops will be bucket shops.</li> <li>Stocks, options, commodities and forex are no different from crypto in that they are filled with crashes, skulduggery and scandal.</li> <li>If you're in crypto you need two strategies for dealing with crashes.</li> </ul> Yesterday (7thSeptember 2021) Bitcoin crashed, and as I write it is spiking down again. As a bear this is no surprise to me, but it is a major shock to many bulls who are expecting Bitcoin to go straight to $100,000 without a halt.</p><p><blockquote><ul><li>比特币将是比特币,桶店将是桶店。</li><li>股票、期权、商品和外汇与加密货币没有什么不同,因为它们充满了崩盘、欺诈和丑闻。</li><li>如果你是加密货币,你需要两种处理崩溃的策略。</li></ul>昨天(2021年9月7日)比特币崩溃了,在我写这篇文章的时候,它又开始暴跌了。作为一个空头,这对我来说并不奇怪,但这对许多预计比特币将不间断地直奔 10 万美元的多头来说是一个重大冲击。</blockquote></p><p> Bitcoin is plagued/blessed with volatility and, make no mistake, if it did not have huge volatility, it would not be the giant brand it has become and crypto would not be the financial earthquake that is changing financial services forever.</p><p><blockquote>比特币受到波动性的困扰/祝福,毫无疑问,如果它没有巨大的波动性,它就不会成为一个巨大的品牌,加密也不会成为永远改变金融服务的金融地震。</blockquote></p><p> Markets are casinos; gamblers love to gamble and casinos love gamblers and ensure that they accommodate the players in as profitable a way as they can. Stocks, options, commodities, forex, they are no different from crypto in that they are filled with crashes, skulduggery and scandal, and the gaming tables are the same... ‘come play with leverage, come play with stop losses, this could be your lucky day.’</p><p><blockquote>市场就是赌场;赌徒喜欢赌博,赌场喜欢赌徒,并确保他们以尽可能有利可图的方式容纳玩家。股票、期权、商品、外汇,它们与加密没有什么不同,因为它们充满了崩溃、欺诈和丑闻,赌桌也是一样的……来玩杠杆,来玩止损,这可能是你的幸运日。</blockquote></p><p> Edwin Lefevre wrote the classic trading book in 1923 called ‘Reminiscences of a Stock Operator’ about famous trader/speculator/gambler Jesse Livermore. The ‘bucket shop’ scams of the time and the general trading environment around 1890-1930 remain basically unchanged today (…but, but, but think of all the regulation we have now…). Livermore was an incredibly talented trader that committed suicide when he lost it all, as traders are fated - by their counterparties and math - to do.</p><p><blockquote>埃德温-勒菲弗尔(Edwin Lefevre)于 1923 年撰写了一本名为《股票操作员回忆录》的经典交易书籍,讲述了著名交易员/投机者/赌徒杰西-利弗莫尔(Jesse Livermore)的故事。当时的 “桶店 ”骗局和 1890-1930 年前后的总体交易环境至今基本没有变化(.但是,但是,想想我们现在的所有监管.)。利弗莫尔是一位才华横溢的交易员,当他失去一切时,他自杀了,就像交易员注定要做的那样——由他们的交易对手和数学决定。</blockquote></p><p> Leverage and stop losses are just one example of how market actors like ‘bucket shops’ drive your account balances into their account balances. All the same finance scams of hidden charges, Ponzi schemes, ‘pump and dumps’ and so on are still everywhere to be seen in crypto, stocks etc. Where there are resources there are predators.</p><p><blockquote>杠杆和止损只是 “桶式商店 ”等市场参与者如何将您的账户余额转入他们的账户余额的一个例子。在加密货币、股票等领域,隐藏费用、庞氏骗局、 “拉高和转储 ”等金融骗局仍然随处可见。哪里有资源,哪里就有捕食者。</blockquote></p><p> So, a wild crash in crypto is to be expected and is perhaps even guaranteed. Take this phrase and write it like this:</p><p><blockquote>因此,加密货币的疯狂崩溃是意料之中的,甚至可能是有保证的。把这个短语写成这样:</blockquote></p><p> So, a wild crash in ______ is to be expected and is perhaps even guaranteed.</p><p><blockquote>因此,______中的疯狂坠机是意料之中的,甚至可能是有保证的。</blockquote></p><p> Fill the blank as you see fit: stocks, bonds, property, the dollar, gold, junk bonds…. It will fit in just fine.</p><p><blockquote>按你认为合适的方式填空:股票、债券、房地产、美元、黄金、垃圾债券…它会很合适。</blockquote></p><p> Crashing is what markets do.</p><p><blockquote>市场会崩溃。</blockquote></p><p> Therefore, if you want to play in crypto, or for that matter in any financial market, you need two strategies for dealing with crashes.</p><p><blockquote>因此,如果你想玩加密,或者在任何金融市场,你需要两种应对崩溃的策略。</blockquote></p><p> <b>Strategy 1) What not to do</b></p><p><blockquote><b>策略1)不要做什么</b></blockquote></p><p> <ol> <li>Do not carry much leverage if any. If an instrument is volatile do not carry leverage at all.</li> <li>Do not hold stop losses on another party’s platforms.</li> <li>Do not hold positions for no good reason.</li> <li>Be prepared to hold your positions after a crash if you get caught and stuck in one</li> <li>If you are<b>certain</b>a crash is underway, do not hold and hope,<i>sell</i>.</li> </ol> <b>Strategy 2) What to do</b></p><p><blockquote><ol><li>如果有的话,不要携带太多杠杆。如果一种工具不稳定,根本不要使用杠杆。</li><li>不要在对方平台上持有止损。</li><li>没有正当理由不要持有头寸。</li><li>如果您被困在车祸后,请做好坚守阵地的准备</li><li>如果你是<b>某些</b>车祸正在发生,不要抱着希望,<i>出售</i>.</li></ol><b>策略2)做什么</b></blockquote></p><p> <ol> <li>Never stop searching out the next crash. It is inevitable. One BTC at $60,000 is two BTC at $30,000.</li> <li>Buy the crash but only well after it’s happened and the dust is settling. This is the ultimate test of an investor.</li> <li>If you must trade during a crash, make sure you can depend on your providers not shuttering you in or out when it matters most (as true in stocks as in crypto). If you cannot depend on your service provider do not play. There is no customer service during a crash.</li> </ol> A crash is a 25% drop in a dull asset but 50%-75% in anything spicy like crypto and 90% outside the blue chip instruments of a market.</p><p><blockquote><ol><li>永远不要停止寻找下一次坠机事件。这是不可避免的。一个60,000美元的BTC是两个30,000美元的BTC。</li><li>买入车祸,但要在车祸发生后很久,尘埃落定。这是对投资者的终极考验。</li><li>如果您必须在崩盘期间进行交易,请确保您可以依靠您的提供商不会在最重要的时候将您拒之门外(股票和加密货币都是如此)。如果你不能依赖你的服务提供商,就不要玩。崩溃时没有客户服务。</li></ol>崩盘是指沉闷资产下跌 25%,但加密货币等任何辛辣资产下跌 50%-75%,市场蓝筹股工具以外的资产下跌 90%。</blockquote></p><p> <b>What next?</b></p><p><blockquote><b>下一步呢?</b></blockquote></p><p> Here is the chart:</p><p><blockquote>这是图表:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8e84d0c18312986bee801a102afc9dd6\" tg-width=\"640\" tg-height=\"420\" width=\"100%\" height=\"auto\">I’m still a bear<i>but</i>I think the recent rally is heavily driven by the social clampdown in China with Bitcoin and other cryptos a way of expatriating capital away from a developing authoritarian nightmare; a nightmare where even kids who want to play computer games can’t escape the boot of ideology. The impact of this new development may prove to be extremely potent and not in a good way for many, but for crypto it could be very strong.</p><p><blockquote>我还是一只熊<i>但</i>我认为最近的反弹在很大程度上是由中国社会打压推动的,中国社会打压比特币和其他加密货币是一种将资本从发展中的威权噩梦中转移出去的方式;这是一场噩梦,即使是想玩电脑游戏的孩子也无法逃脱意识形态的束缚。这一新发展的影响可能会被证明是非常强大的,对许多人来说不是好的,但对加密来说,它可能会非常强大。</blockquote></p><p> However, without that tailwind or other geopolitical conniptions I would expect Bitcoin to go under $20,000 but markets don’t listen to me. Like with every call, you must measure your speculation against what transpired. I produced a similar chart a few months ago showing the bull and the bear trend like the above. I hovered to the bear trend as the move I expected, and up went Bitcoin exactly on the bull trend as if by magic. Speculation is just that, and you have to believe what you see not what you think.</p><p><blockquote>不过,如果没有这一顺风或其他地缘政治因素,我预计比特币股价将跌破 2 万美元,但市场并不听我的。就像每一个看涨期权一样,你必须根据发生的事情来衡量你的猜测。几个月前,我制作了一张类似的图表,显示了如上所示的牛市和熊市趋势。正如我所预期的那样,我徘徊在熊市趋势上,比特币就像变魔术一样,完全沿着牛市趋势上涨。投机就是这样,你必须相信你所看到的,而不是你所想的。</blockquote></p><p> The above trends will therefore develop, and I remain a bear.</p><p><blockquote>因此,上述趋势将会发展,我仍然看空。</blockquote></p><p> <b>What to do?</b></p><p><blockquote><b>怎么办?</b></blockquote></p><p></p><p> The golden rule is if you think you know, you don’t, so stop. If you know you know then proceed.</p><p><blockquote>黄金法则是,如果你认为你知道,那你就不知道,那就停下来。如果你知道你知道,那就继续前进。</blockquote></p><p> Specifically:</p><p><blockquote>具体而言:</blockquote></p><p> <ol> <li>If you are a Hodl’er continue to dollar cost average in. If it really does melt down then perhaps drop some extra fiat in.</li> <li>If you don’t know what to do and need to ask then sell and save your fiat for when you are certain of your positions</li> <li>If you want to buy the dip be sure you want to hold because you might need to Hodl for a long time. If you are looking to flip you should wait because this move could go way lower.</li> <li>If you want to trade, look to go against extreme moves but only when they make your eyes bug out. Make sure the platform you use won’t choke and can execute under extreme volume.</li> <li>If you are looking for a re-entry - like me - this isn’t it (yet).</li> <li>If you are a tyro trader, study every tick of this. Crashes are where the real traders and investors make their killings because this is where the novices lose their shirts.</li> </ol> <b>What am I doing?</b></p><p><blockquote><ol><li>如果您是 Hodl 爱好者,请继续使用美元成本平均值。如果它真的融化了,那么也许可以添加一些额外的菲亚特。</li><li>如果你不知道该怎么办,需要询问,那就卖掉你的菲亚特,把它存起来,等你确定自己的头寸后再买。</li><li>如果你想逢低买入,一定要持有,因为你可能需要长期持有。如果你想翻转,你应该等待,因为这一举动可能会走得更低。</li><li>如果你想交易,要反对极端的举动,但前提是它们会让你眼花缭乱。确保您使用的平台不会窒息,并且能够在极端音量下执行。</li><li>如果你和我一样,正在寻找一个重返赛场的机会,那么现在还不是时候。</li><li>如果您是 tyro 交易者,请仔细研究其中的每一个细节。崩盘是真正的交易者和投资者杀戮的地方,因为这是新手失去衬衫的地方。</li></ol><b>我在干什么?</b></blockquote></p><p> ‘Hodling’ what little ‘unstable coins’ I have. I am watching out for what will look great value when this move capitulates while focusing on midcap tokens for now. If this is the big crash of this cycle, after it’s all over and a week or two later, I’ll be picking a portfolio from the rubble.</p><p><blockquote>“囤积 ”我仅有的一点 “不稳定的硬币 ”。我正在关注当这一举措投降时看起来会有什么巨大的价值,同时目前专注于中型股代币。如果这是这个周期的大崩盘,那么在一切结束之后,一两周后,我将从废墟中挑选一个投资组合。</blockquote></p><p> Bitcoin dropped another $1000 while I wrote this article and jumped $1000 while I edited it. The big take away is Bitcoin will be Bitcoin and crypto will always crash and moon and that is one of the reasons it will always be a huge brand fascinating millions.</p><p><blockquote>在我写这篇文章的时候,比特币又降了1000美元,在我编辑这篇文章的时候又涨了1000美元。最大的收获是比特币将是比特币,加密将永远崩溃和月亮,这是它将永远是一个吸引数百万人的巨大品牌的原因之一。</blockquote></p><p> Long term, Bitcoin will go a lot higher but it will not be a smooth or short road.</p><p><blockquote>从长远来看,比特币会走得更高,但这不会是一条平坦或短路。</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>Bitcoin Crash September 2021: What You Should Know<blockquote>2021 年 9 月比特币车祸:您应该知道什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBitcoin Crash September 2021: What You Should Know<blockquote>2021 年 9 月比特币车祸:您应该知道什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-09-10 17:18</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>Bitcoin will be Bitcoin and bucket shops will be bucket shops.</li> <li>Stocks, options, commodities and forex are no different from crypto in that they are filled with crashes, skulduggery and scandal.</li> <li>If you're in crypto you need two strategies for dealing with crashes.</li> </ul> Yesterday (7thSeptember 2021) Bitcoin crashed, and as I write it is spiking down again. As a bear this is no surprise to me, but it is a major shock to many bulls who are expecting Bitcoin to go straight to $100,000 without a halt.</p><p><blockquote><ul><li>比特币将是比特币,桶店将是桶店。</li><li>股票、期权、商品和外汇与加密货币没有什么不同,因为它们充满了崩盘、欺诈和丑闻。</li><li>如果你是加密货币,你需要两种处理崩溃的策略。</li></ul>昨天(2021年9月7日)比特币崩溃了,在我写这篇文章的时候,它又开始暴跌了。作为一个空头,这对我来说并不奇怪,但这对许多预计比特币将不间断地直奔 10 万美元的多头来说是一个重大冲击。</blockquote></p><p> Bitcoin is plagued/blessed with volatility and, make no mistake, if it did not have huge volatility, it would not be the giant brand it has become and crypto would not be the financial earthquake that is changing financial services forever.</p><p><blockquote>比特币受到波动性的困扰/祝福,毫无疑问,如果它没有巨大的波动性,它就不会成为一个巨大的品牌,加密也不会成为永远改变金融服务的金融地震。</blockquote></p><p> Markets are casinos; gamblers love to gamble and casinos love gamblers and ensure that they accommodate the players in as profitable a way as they can. Stocks, options, commodities, forex, they are no different from crypto in that they are filled with crashes, skulduggery and scandal, and the gaming tables are the same... ‘come play with leverage, come play with stop losses, this could be your lucky day.’</p><p><blockquote>市场就是赌场;赌徒喜欢赌博,赌场喜欢赌徒,并确保他们以尽可能有利可图的方式容纳玩家。股票、期权、商品、外汇,它们与加密没有什么不同,因为它们充满了崩溃、欺诈和丑闻,赌桌也是一样的……来玩杠杆,来玩止损,这可能是你的幸运日。</blockquote></p><p> Edwin Lefevre wrote the classic trading book in 1923 called ‘Reminiscences of a Stock Operator’ about famous trader/speculator/gambler Jesse Livermore. The ‘bucket shop’ scams of the time and the general trading environment around 1890-1930 remain basically unchanged today (…but, but, but think of all the regulation we have now…). Livermore was an incredibly talented trader that committed suicide when he lost it all, as traders are fated - by their counterparties and math - to do.</p><p><blockquote>埃德温-勒菲弗尔(Edwin Lefevre)于 1923 年撰写了一本名为《股票操作员回忆录》的经典交易书籍,讲述了著名交易员/投机者/赌徒杰西-利弗莫尔(Jesse Livermore)的故事。当时的 “桶店 ”骗局和 1890-1930 年前后的总体交易环境至今基本没有变化(.但是,但是,想想我们现在的所有监管.)。利弗莫尔是一位才华横溢的交易员,当他失去一切时,他自杀了,就像交易员注定要做的那样——由他们的交易对手和数学决定。</blockquote></p><p> Leverage and stop losses are just one example of how market actors like ‘bucket shops’ drive your account balances into their account balances. All the same finance scams of hidden charges, Ponzi schemes, ‘pump and dumps’ and so on are still everywhere to be seen in crypto, stocks etc. Where there are resources there are predators.</p><p><blockquote>杠杆和止损只是 “桶式商店 ”等市场参与者如何将您的账户余额转入他们的账户余额的一个例子。在加密货币、股票等领域,隐藏费用、庞氏骗局、 “拉高和转储 ”等金融骗局仍然随处可见。哪里有资源,哪里就有捕食者。</blockquote></p><p> So, a wild crash in crypto is to be expected and is perhaps even guaranteed. Take this phrase and write it like this:</p><p><blockquote>因此,加密货币的疯狂崩溃是意料之中的,甚至可能是有保证的。把这个短语写成这样:</blockquote></p><p> So, a wild crash in ______ is to be expected and is perhaps even guaranteed.</p><p><blockquote>因此,______中的疯狂坠机是意料之中的,甚至可能是有保证的。</blockquote></p><p> Fill the blank as you see fit: stocks, bonds, property, the dollar, gold, junk bonds…. It will fit in just fine.</p><p><blockquote>按你认为合适的方式填空:股票、债券、房地产、美元、黄金、垃圾债券…它会很合适。</blockquote></p><p> Crashing is what markets do.</p><p><blockquote>市场会崩溃。</blockquote></p><p> Therefore, if you want to play in crypto, or for that matter in any financial market, you need two strategies for dealing with crashes.</p><p><blockquote>因此,如果你想玩加密,或者在任何金融市场,你需要两种应对崩溃的策略。</blockquote></p><p> <b>Strategy 1) What not to do</b></p><p><blockquote><b>策略1)不要做什么</b></blockquote></p><p> <ol> <li>Do not carry much leverage if any. If an instrument is volatile do not carry leverage at all.</li> <li>Do not hold stop losses on another party’s platforms.</li> <li>Do not hold positions for no good reason.</li> <li>Be prepared to hold your positions after a crash if you get caught and stuck in one</li> <li>If you are<b>certain</b>a crash is underway, do not hold and hope,<i>sell</i>.</li> </ol> <b>Strategy 2) What to do</b></p><p><blockquote><ol><li>如果有的话,不要携带太多杠杆。如果一种工具不稳定,根本不要使用杠杆。</li><li>不要在对方平台上持有止损。</li><li>没有正当理由不要持有头寸。</li><li>如果您被困在车祸后,请做好坚守阵地的准备</li><li>如果你是<b>某些</b>车祸正在发生,不要抱着希望,<i>出售</i>.</li></ol><b>策略2)做什么</b></blockquote></p><p> <ol> <li>Never stop searching out the next crash. It is inevitable. One BTC at $60,000 is two BTC at $30,000.</li> <li>Buy the crash but only well after it’s happened and the dust is settling. This is the ultimate test of an investor.</li> <li>If you must trade during a crash, make sure you can depend on your providers not shuttering you in or out when it matters most (as true in stocks as in crypto). If you cannot depend on your service provider do not play. There is no customer service during a crash.</li> </ol> A crash is a 25% drop in a dull asset but 50%-75% in anything spicy like crypto and 90% outside the blue chip instruments of a market.</p><p><blockquote><ol><li>永远不要停止寻找下一次坠机事件。这是不可避免的。一个60,000美元的BTC是两个30,000美元的BTC。</li><li>买入车祸,但要在车祸发生后很久,尘埃落定。这是对投资者的终极考验。</li><li>如果您必须在崩盘期间进行交易,请确保您可以依靠您的提供商不会在最重要的时候将您拒之门外(股票和加密货币都是如此)。如果你不能依赖你的服务提供商,就不要玩。崩溃时没有客户服务。</li></ol>崩盘是指沉闷资产下跌 25%,但加密货币等任何辛辣资产下跌 50%-75%,市场蓝筹股工具以外的资产下跌 90%。</blockquote></p><p> <b>What next?</b></p><p><blockquote><b>下一步呢?</b></blockquote></p><p> Here is the chart:</p><p><blockquote>这是图表:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8e84d0c18312986bee801a102afc9dd6\" tg-width=\"640\" tg-height=\"420\" width=\"100%\" height=\"auto\">I’m still a bear<i>but</i>I think the recent rally is heavily driven by the social clampdown in China with Bitcoin and other cryptos a way of expatriating capital away from a developing authoritarian nightmare; a nightmare where even kids who want to play computer games can’t escape the boot of ideology. The impact of this new development may prove to be extremely potent and not in a good way for many, but for crypto it could be very strong.</p><p><blockquote>我还是一只熊<i>但</i>我认为最近的反弹在很大程度上是由中国社会打压推动的,中国社会打压比特币和其他加密货币是一种将资本从发展中的威权噩梦中转移出去的方式;这是一场噩梦,即使是想玩电脑游戏的孩子也无法逃脱意识形态的束缚。这一新发展的影响可能会被证明是非常强大的,对许多人来说不是好的,但对加密来说,它可能会非常强大。</blockquote></p><p> However, without that tailwind or other geopolitical conniptions I would expect Bitcoin to go under $20,000 but markets don’t listen to me. Like with every call, you must measure your speculation against what transpired. I produced a similar chart a few months ago showing the bull and the bear trend like the above. I hovered to the bear trend as the move I expected, and up went Bitcoin exactly on the bull trend as if by magic. Speculation is just that, and you have to believe what you see not what you think.</p><p><blockquote>不过,如果没有这一顺风或其他地缘政治因素,我预计比特币股价将跌破 2 万美元,但市场并不听我的。就像每一个看涨期权一样,你必须根据发生的事情来衡量你的猜测。几个月前,我制作了一张类似的图表,显示了如上所示的牛市和熊市趋势。正如我所预期的那样,我徘徊在熊市趋势上,比特币就像变魔术一样,完全沿着牛市趋势上涨。投机就是这样,你必须相信你所看到的,而不是你所想的。</blockquote></p><p> The above trends will therefore develop, and I remain a bear.</p><p><blockquote>因此,上述趋势将会发展,我仍然看空。</blockquote></p><p> <b>What to do?</b></p><p><blockquote><b>怎么办?</b></blockquote></p><p></p><p> The golden rule is if you think you know, you don’t, so stop. If you know you know then proceed.</p><p><blockquote>黄金法则是,如果你认为你知道,那你就不知道,那就停下来。如果你知道你知道,那就继续前进。</blockquote></p><p> Specifically:</p><p><blockquote>具体而言:</blockquote></p><p> <ol> <li>If you are a Hodl’er continue to dollar cost average in. If it really does melt down then perhaps drop some extra fiat in.</li> <li>If you don’t know what to do and need to ask then sell and save your fiat for when you are certain of your positions</li> <li>If you want to buy the dip be sure you want to hold because you might need to Hodl for a long time. If you are looking to flip you should wait because this move could go way lower.</li> <li>If you want to trade, look to go against extreme moves but only when they make your eyes bug out. Make sure the platform you use won’t choke and can execute under extreme volume.</li> <li>If you are looking for a re-entry - like me - this isn’t it (yet).</li> <li>If you are a tyro trader, study every tick of this. Crashes are where the real traders and investors make their killings because this is where the novices lose their shirts.</li> </ol> <b>What am I doing?</b></p><p><blockquote><ol><li>如果您是 Hodl 爱好者,请继续使用美元成本平均值。如果它真的融化了,那么也许可以添加一些额外的菲亚特。</li><li>如果你不知道该怎么办,需要询问,那就卖掉你的菲亚特,把它存起来,等你确定自己的头寸后再买。</li><li>如果你想逢低买入,一定要持有,因为你可能需要长期持有。如果你想翻转,你应该等待,因为这一举动可能会走得更低。</li><li>如果你想交易,要反对极端的举动,但前提是它们会让你眼花缭乱。确保您使用的平台不会窒息,并且能够在极端音量下执行。</li><li>如果你和我一样,正在寻找一个重返赛场的机会,那么现在还不是时候。</li><li>如果您是 tyro 交易者,请仔细研究其中的每一个细节。崩盘是真正的交易者和投资者杀戮的地方,因为这是新手失去衬衫的地方。</li></ol><b>我在干什么?</b></blockquote></p><p> ‘Hodling’ what little ‘unstable coins’ I have. I am watching out for what will look great value when this move capitulates while focusing on midcap tokens for now. If this is the big crash of this cycle, after it’s all over and a week or two later, I’ll be picking a portfolio from the rubble.</p><p><blockquote>“囤积 ”我仅有的一点 “不稳定的硬币 ”。我正在关注当这一举措投降时看起来会有什么巨大的价值,同时目前专注于中型股代币。如果这是这个周期的大崩盘,那么在一切结束之后,一两周后,我将从废墟中挑选一个投资组合。</blockquote></p><p> Bitcoin dropped another $1000 while I wrote this article and jumped $1000 while I edited it. The big take away is Bitcoin will be Bitcoin and crypto will always crash and moon and that is one of the reasons it will always be a huge brand fascinating millions.</p><p><blockquote>在我写这篇文章的时候,比特币又降了1000美元,在我编辑这篇文章的时候又涨了1000美元。最大的收获是比特币将是比特币,加密将永远崩溃和月亮,这是它将永远是一个吸引数百万人的巨大品牌的原因之一。</blockquote></p><p> Long term, Bitcoin will go a lot higher but it will not be a smooth or short road.</p><p><blockquote>从长远来看,比特币会走得更高,但这不会是一条平坦或短路。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4454069-bitcoin-crash-september-2021-what-you-should-know\">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":{"01499":"欧科云链","COIN":"Coinbase Global, Inc.","01611":"新火集团","GBTC":"比特币ETF-Grayscale"},"source_url":"https://seekingalpha.com/article/4454069-bitcoin-crash-september-2021-what-you-should-know","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148605188","content_text":"Summary\n\nBitcoin will be Bitcoin and bucket shops will be bucket shops.\nStocks, options, commodities and forex are no different from crypto in that they are filled with crashes, skulduggery and scandal.\nIf you're in crypto you need two strategies for dealing with crashes.\n\nYesterday (7thSeptember 2021) Bitcoin crashed, and as I write it is spiking down again. As a bear this is no surprise to me, but it is a major shock to many bulls who are expecting Bitcoin to go straight to $100,000 without a halt.\nBitcoin is plagued/blessed with volatility and, make no mistake, if it did not have huge volatility, it would not be the giant brand it has become and crypto would not be the financial earthquake that is changing financial services forever.\nMarkets are casinos; gamblers love to gamble and casinos love gamblers and ensure that they accommodate the players in as profitable a way as they can. Stocks, options, commodities, forex, they are no different from crypto in that they are filled with crashes, skulduggery and scandal, and the gaming tables are the same... ‘come play with leverage, come play with stop losses, this could be your lucky day.’\nEdwin Lefevre wrote the classic trading book in 1923 called ‘Reminiscences of a Stock Operator’ about famous trader/speculator/gambler Jesse Livermore. The ‘bucket shop’ scams of the time and the general trading environment around 1890-1930 remain basically unchanged today (…but, but, but think of all the regulation we have now…). Livermore was an incredibly talented trader that committed suicide when he lost it all, as traders are fated - by their counterparties and math - to do.\nLeverage and stop losses are just one example of how market actors like ‘bucket shops’ drive your account balances into their account balances. All the same finance scams of hidden charges, Ponzi schemes, ‘pump and dumps’ and so on are still everywhere to be seen in crypto, stocks etc. Where there are resources there are predators.\nSo, a wild crash in crypto is to be expected and is perhaps even guaranteed. Take this phrase and write it like this:\nSo, a wild crash in ______ is to be expected and is perhaps even guaranteed.\nFill the blank as you see fit: stocks, bonds, property, the dollar, gold, junk bonds…. It will fit in just fine.\nCrashing is what markets do.\nTherefore, if you want to play in crypto, or for that matter in any financial market, you need two strategies for dealing with crashes.\nStrategy 1) What not to do\n\nDo not carry much leverage if any. If an instrument is volatile do not carry leverage at all.\nDo not hold stop losses on another party’s platforms.\nDo not hold positions for no good reason.\nBe prepared to hold your positions after a crash if you get caught and stuck in one\nIf you arecertaina crash is underway, do not hold and hope,sell.\n\nStrategy 2) What to do\n\nNever stop searching out the next crash. It is inevitable. One BTC at $60,000 is two BTC at $30,000.\nBuy the crash but only well after it’s happened and the dust is settling. This is the ultimate test of an investor.\nIf you must trade during a crash, make sure you can depend on your providers not shuttering you in or out when it matters most (as true in stocks as in crypto). If you cannot depend on your service provider do not play. There is no customer service during a crash.\n\nA crash is a 25% drop in a dull asset but 50%-75% in anything spicy like crypto and 90% outside the blue chip instruments of a market.\nWhat next?\nHere is the chart:\nI’m still a bearbutI think the recent rally is heavily driven by the social clampdown in China with Bitcoin and other cryptos a way of expatriating capital away from a developing authoritarian nightmare; a nightmare where even kids who want to play computer games can’t escape the boot of ideology. The impact of this new development may prove to be extremely potent and not in a good way for many, but for crypto it could be very strong.\nHowever, without that tailwind or other geopolitical conniptions I would expect Bitcoin to go under $20,000 but markets don’t listen to me. Like with every call, you must measure your speculation against what transpired. I produced a similar chart a few months ago showing the bull and the bear trend like the above. I hovered to the bear trend as the move I expected, and up went Bitcoin exactly on the bull trend as if by magic. Speculation is just that, and you have to believe what you see not what you think.\nThe above trends will therefore develop, and I remain a bear.\nWhat to do?\nThe golden rule is if you think you know, you don’t, so stop. If you know you know then proceed.\nSpecifically:\n\nIf you are a Hodl’er continue to dollar cost average in. If it really does melt down then perhaps drop some extra fiat in.\nIf you don’t know what to do and need to ask then sell and save your fiat for when you are certain of your positions\nIf you want to buy the dip be sure you want to hold because you might need to Hodl for a long time. If you are looking to flip you should wait because this move could go way lower.\nIf you want to trade, look to go against extreme moves but only when they make your eyes bug out. Make sure the platform you use won’t choke and can execute under extreme volume.\nIf you are looking for a re-entry - like me - this isn’t it (yet).\nIf you are a tyro trader, study every tick of this. Crashes are where the real traders and investors make their killings because this is where the novices lose their shirts.\n\nWhat am I doing?\n‘Hodling’ what little ‘unstable coins’ I have. I am watching out for what will look great value when this move capitulates while focusing on midcap tokens for now. If this is the big crash of this cycle, after it’s all over and a week or two later, I’ll be picking a portfolio from the rubble.\nBitcoin dropped another $1000 while I wrote this article and jumped $1000 while I edited it. The big take away is Bitcoin will be Bitcoin and crypto will always crash and moon and that is one of the reasons it will always be a huge brand fascinating millions.\nLong term, Bitcoin will go a lot higher but it will not be a smooth or short road.","news_type":1,"symbols_score_info":{"GBTC":0.9,"01499":0.9,"01611":0.9,"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":1786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810187980,"gmtCreate":1629952657340,"gmtModify":1631889376931,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Comment and like thanks","listText":"Comment and like thanks","text":"Comment and like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810187980","repostId":"2162525350","repostType":4,"isVote":1,"tweetType":1,"viewCount":2264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835647436,"gmtCreate":1629716071225,"gmtModify":1631889376931,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Drop and buy?","listText":"Drop and buy?","text":"Drop and buy?","images":[{"img":"https://static.tigerbbs.com/b2657c0ba232a7bf68c1bc30db452b41","width":"1080","height":"1786"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835647436","isVote":1,"tweetType":1,"viewCount":1855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":835647122,"gmtCreate":1629716031966,"gmtModify":1631889376934,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Comment and like please","listText":"Comment and like please","text":"Comment and like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835647122","repostId":"1167336009","repostType":4,"repost":{"id":"1167336009","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":1629713198,"share":"https://www.laohunote.com/m/news/1167336009?lang=zh_CN&edition=full","pubTime":"2021-08-23 18:06","market":"us","language":"en","title":"JD.com beats second-quarter sales estimates<blockquote>京东第二季度销售额超出预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167336009","media":"Tiger Newspress","summary":"Chinese e-commerce platform JD.com Inc on Monday beat analysts' expectations for quarterly revenue, ","content":"<p>Chinese e-commerce platform JD.com Inc on Monday beat analysts' expectations for quarterly revenue, boosted by strong demand for online shopping triggered by the COVID-19 pandemic.</p><p><blockquote>中国电子商务平台京东周一的季度收入超出了分析师的预期,这得益于 COVID-19 大流行引发的强劲网上购物需求。</blockquote></p><p> Net revenue at JD.com rose about 26% to 253.8 billion yuan ($39.14 billion) in the second quarter ended June 30. Analysts had expected revenue of 249.27 billion yuan, according to IBES data from Refinitiv.</p><p><blockquote>截至 6 月 30 日的第二季度,京东的净收入增长约 26%,达到 2538 亿元人民币(391.4 亿美元)。根据 Refinitiv 的 IBES 数据,分析师此前预期营收为 2492.7 亿元人民币。</blockquote></p><p> <a href=\"https://www.laohu8.com/live/16296945283683?invite=33333\" target=\"_blank\">Q2 2021 JD.Com Inc Earnings Conference Call</a></p><p><blockquote><a href=\"https://www.laohu8.com/live/16296945283683?invite=33333\" target=\"_blank\">2021 年第二季度京东公司收益电话会议</a></blockquote></p><p> <b>Second Quarter 2021 Highlights</b></p><p><blockquote><b>2021 年第二季度亮点</b></blockquote></p><p> <ul> <li><b>Net revenues</b> for the second quarter of 2021 were RMB253.8 billion (US$139.3 billion), an increase of 26.2% from the second quarter of 2020. Net service revenues for the second quarter of 2021 were RMB34.1 billion (US$5.3 billion), an increase of 49.2% from the second quarter of 2020.</li> <li><b>Income from operations</b> for the second quarter of 2021 was RMB300.8 million (US$46.6 million), compared to RMB5.0 billion for the same period last year.<b>Non-GAAP2income from operations</b> for the second quarter of 2021 was RMB2.5 billion (US$0.4 billion), compared to RMB5.6 billion for the second quarter of 2020. Operating margin of JD Retail before unallocated items for the second quarter of 2021 was 2.6%, remained stable compared with the second quarter of 2020<b>3</b>.</li> <li><b>Net incomeattributable to ordinary shareholders</b> for the second quarter of 2021 was RMB794.3 million (US$123.0 million), compared to RMB16.4 billion for the same period last year.<b>Non-GAAP net incomeattributable to ordinary shareholders</b> for the second quarter of 2021 was RMB4.6 billion (US$0.7 billion), compared to RMB5.9 billion for the same period last year.</li> <li><b>Diluted net income per ADS</b> for the second quarter of 2021 was RMB0.50 (US$0.08), compared to RMB10.47 for the second quarter of 2020.<b>Non-GAAP diluted net income per ADS</b> for the second quarter of 2021 was RMB2.90 (US$0.45), compared to RMB3.51 for the same period last year.</li> <li><b>Operating cash flow</b> for the twelve months ended June 30, 2021 increased to RMB38.9 billion (US$6.0 billion) from RMB26.3 billion for the twelve months ended June 30, 2020. Free cash flow, which excludes the impact from JD Baitiao receivables included in the operating cash flow, for the twelve months ended June 30, 2021 increased to RMB31.9 billion (US$4.9 billion), compared to RMB22.7 billion for the twelve months ended June 30, 2020.</li> <li><b>Annual active customer accounts4</b> increased by 27.4% to 531.9 million in the twelve months ended June 30, 2021 from 417.4 million in the twelve months ended June 30, 2020.</li> </ul> JD.com shares fell 1.8% in premarket trading.</p><p><blockquote><ul><li><b>净收入</b>2021年第二季度为人民币2538亿元(1393亿美元),较2020年第二季度增长26.2%。2021 年第二季度净服务收入为人民币 341 亿元(53 亿美元),比 2020 年第二季度增长 49.2%。</li><li><b>营业收入</b>2021 年第二季度的营业额为人民币 3.008 亿元(4660 万美元),而去年同期为人民币 50 亿元。<b>非公认会计准则2营业收入</b>2021年第二季度为人民币25亿元(4亿美元),而2020年第二季度为人民币56亿元。京东零售2021年第二季度未分配项目前营业利润率为2.6%,与2020年第二季度相比保持稳定<b>3</b>.</li><li><b>归属于普通股股东的净利润</b>2021年第二季度为人民币7.943亿元(1.23亿美元),而去年同期为人民币164亿元。<b>非公认会计准则归属于普通股股东的净利润</b>2021年第二季度为人民币46亿元(7亿美元),而去年同期为人民币59亿元。</li><li><b>每股美国存托凭证摊薄净利润</b>2021年第二季度为人民币0.50元(0.08美元),而2020年第二季度为人民币10.47元。<b>非 GAAP 每股美国存托凭证摊薄净利润</b>2021年第二季度为人民币2.90元(0.45美元),而去年同期为人民币3.51元。</li><li><b>经营现金流量</b>截至2021年6月30日止十二个月,由截至2020年6月30日止十二个月的人民币263亿元增加至人民币389亿元(60亿美元)。截至2021年6月30日止十二个月的自由现金流(不包括计入经营现金流的京东白条应收款项的影响)增加至人民币319亿元(49亿美元),而截至2020年6月30日止十二个月为人民币227亿元。</li><li><b>年度活跃客户账户4</b>由截至二零二零年六月三十日止十二个月的417.4百万增加27.4%至截至二零二一年六月三十日止十二个月的531.9百万。</li></ul>京东股价在盘前交易中下跌 1.8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0a2c969e7e956090e6edcd9fad738ba1\" tg-width=\"893\" tg-height=\"641\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b><i>Business Highlights</i></b></p><p><blockquote><b><i>业务亮点</i></b></blockquote></p><p> <b><u>Environment, Social and Governance</u></b></p><p><blockquote><b><u>环境、社会及管治</u></b></blockquote></p><p> <ul> <li>In response to the severe flooding in the central China province of Henan, JD.com donated over 20 truckloads of rescue supplies and daily necessities dispatched from JD.com’s closest warehouse. Furthermore, JD Health opened a free 24-hour hotline for medical consultation and donated healthcare supplies for disinfection and epidemic prevention. The emergency efforts reflect the company’s longstanding policy of immediately donating goods to disaster areas from the nearest JD.com’s warehouse. JD Retail also assisted merchants in the affected regions through fee relief and additional insurance to accelerate the disaster recovery effort.</li> <li>On June 18, JD.com published its Sustainability Report discussing the company’s achievements from 2018 to 2020 in creating a low-carbon enterprise through environmentally friendly logistics, procurement and facilities. Since 2017, JD.com has been gradually replacing traditional fuel-combustion trucks with new energy vehicles reducing carbon dioxide emissions by more than 120,000 tons each year.</li> <li>In June, JD Logistics and P&G Beauty completed an environmentally friendly soccer field made from recycled plastic bottles at the Nanjing Foreign Language School, representing a milestone for JD.com’s Green Stream Initiative on its 4th anniversary. Last year, P&G Beauty joined JD Logistics’s bottle recycling program as a strategic partner to recycle plastic P&G brand products in Shanghai and Guangzhou. As of June 2021, over 20,000 families have participated in the program.</li> </ul> <b><u>JD Retail</u></b></p><p><blockquote><ul><li>为应对中国中部河南省的严重洪灾,京东从京东最近的仓库捐赠了 20 多卡车的救援物资和生活必需品。此外,京东健康开通24小时免费医疗咨询热线,捐赠消毒防疫医疗物资。应急工作反映了该公司的长期政策,即从最近的京东仓库立即向灾区捐赠物资。京东零售还通过费用减免和额外保险等方式帮助受灾地区的商家加速灾后恢复工作。</li><li>6 月 18 日,京东发布了可持续发展报告,讨论了公司从 2018 年到 2020 年通过环保物流、采购和设施创建低碳企业所取得的成就。自2017年以来,京东逐步用新能源汽车替代传统燃油卡车,每年减少二氧化碳排放超过12万吨。</li><li>今年 6 月,京东物流与宝洁美妆在南京外国语学校建成了一个由回收塑料瓶制成的环保足球场,标志着京东绿色溪流倡议四周年的一个里程碑。去年,宝洁美妆作为战略合作伙伴加入了京东物流的瓶子回收计划,在上海和广州回收塑料宝洁品牌产品。截至2021年6月,已有超过20,000个家庭参与了该计划。</li></ul><b><u>京东零售</u></b></blockquote></p><p></p><p> <ul> <li>JD.com’s 618 Grand Promotion reported outstanding results. During the 18-day sale from June 1 to 18, over 236 brands achieved sales of over RMB100 million. Order requests from 92% of districts and counties and 84% of small towns were fulfilled on the same or next day. Omni-channel also played an integral part in the 618 Grand Promotion with over one thousand digital and computer stores supporting on-demand consumption and one-hour delivery service.</li> <li>LVMH group expanded its innovative partnerships with JD.com in the second quarter. Leveraging the JD.com mini-app, LVMH’s BVLGARI brand provided customers with a new shopping experience featuring a full suite of products including selected jewelry and watches. This represents the first time BVLGARI has collaborated with a third-party online retailer in its history of 137 years. Berluti, the top luxury menswear fashion house under the LVMH group, also established its first official global flagship store on JD.com during the period.</li> <li>Several internationally renowned beauty brands recently launched official flagship stores on JD.com including LVMH Group’s Guerlain in early August, as well as LVMH Group’s Givenchy Beauty and Benefit, Estee Lauder Companies’ Estee Lauder, Clinique and Origins, and L’Oreal's Kiehl's in July. The addition of these brands further enriches JD Beauty's high-quality product suite and ensures a best-of-class shopping experience for customers with services provided by JD Logistics.</li> </ul> <b><u>JD Health</u></b></p><p><blockquote><ul><li>京东的 618 大促销活动取得了出色的成绩。在6月1日至18日的18天销售中,超过236个品牌的销售额超过人民币1亿元。92%的区县和84%的小城镇的订单请求在当天或次日得到满足。全渠道也在618大促销中扮演了不可或缺的角色,超过一千家数码和电脑商店支持按需消费和一小时送达服务。</li><li>LVMH集团在第二季度扩大了与京东的创新合作伙伴关系。LVMH旗下的宝格丽品牌利用京东迷你应用程序,为顾客提供了全新的购物体验,包括精选珠宝和手表在内的全套产品。这是宝格丽137年历史上首次与第三方在线零售商合作。LVMH集团旗下顶级奢侈男装时装品牌Berluti亦于期内于京东成立首家全球官方旗舰店。</li><li>几个国际知名美容品牌最近在京东上推出了官方旗舰店,包括 8 月初的 LVMH 集团旗下的娇兰,以及 7 月份的 LVMH 集团旗下的 Givenchy Beauty and Benefit,雅诗兰黛公司旗下的 Estee Lauder、Clinique 和 Origins,以及欧莱雅旗下的 Kiehl's。这些品牌的加入进一步丰富了京东美妆的优质产品套件,并通过京东物流提供的服务确保为客户提供一流的购物体验。</li></ul><b><u>京东健康</u></b></blockquote></p><p> <ul> <li>As an important platform for healthcare brands to expand online sales channels and accelerate digitalization, in the second quarter, JD Health closely cooperated with leading global pharmaceutical companies. JD Health deepened its cooperation with UCB China and became its strategic partner for the distribution of UCB China’s anti-allergic drug Zyrtec (cetirizine hydrochloride tablet and drops). JD Health facilitated the expansion and maintenance of multiple sales channels for Zyrtec including online, offline small and medium sized chain pharmacies as well as individual pharmacies. JD Health also officially launched the AstraZeneca direct sales flagship store, Sanofi direct sales flagship store and other brand stores in order to provide more convenient and professional online and offline integrated healthcare services to patients with chronic diseases.</li> <li>In order to address the need for supply chains for certain special drugs, in the second quarter, JD Health partnered with JD Logistics to establish “cold chain” capabilities covering over 100 cities in 12 provincial-level administrative regions across China. With such capabilities, JD Pharmacy is able to expand its business into special drugs for rare diseases. A number of cold chain products from Eli Lilly and Company, Novartis, Sanofi and other brands became available through JD Pharmacy.</li> </ul> <b><u>JD Logistics</u></b></p><p><blockquote><ul><li>作为医疗健康品牌拓展线上销售渠道、加速数字化的重要平台,二季度,京东健康与全球头部药企展开了紧密合作。京东健康深化与UCB中国的合作,成为UCB中国抗过敏药物Zyrtec(盐酸西替利嗪片和滴剂)经销的战略合作伙伴。京东健康促进了Zyrtec多个销售渠道的拓展和维护,包括线上、线下中小型连锁药店以及个体药店。京东健康还正式上线了阿斯利康直销旗舰店、赛诺菲直销旗舰店等品牌门店,为慢病患者提供更加便捷、专业的线上线下一体化医疗服务。</li><li>为了解决某些特殊药品的供应链需求,第二季度,京东健康与京东物流合作,建立了覆盖全国12个省级行政区域100多个城市的“冷链”能力。有了这样的能力,京东大药房就能够将业务拓展到罕见病特药领域。礼来公司、诺华、赛诺菲等多个品牌的冷链产品通过京东大药房上架。</li></ul><b><u>京东物流</u></b></blockquote></p><p> <ul> <li>On May 28, JD Logistics successfully listed on the Main Board of the Hong Kong Stock Exchange under the stock code “2618”. Net proceeds from this offering, including the over-allotment options, amounted to approximately RMB23.0 billion. After listing in Hong Kong, JD Logistics will continue to focus on developing its integrated supply chain, including upgrading and expanding its six logistics networks, developing advanced technologies to be used in its supply chain solutions and logistics services, expanding the breadth and depth of integrated solutions, improving supply chain efficiency and user experience for customers, and reducing operating costs.</li> <li>JD Logistics further strengthened its cross regional highway, railway and air cargo network to enhance its next-morning and next-day delivery service. As of June 30, 2021, JD Logistics had over 1,000 air cargo routes and the ability to utilize over 300 railway routes. During the 618 Grand Promotion, customers enjoyed delivery service within minutes of order placement in over 200 cities in China.</li> <li>In June, JD Logistics and Xiaomi Youpin jointly launched a warehousing and distribution center in Tianjin, upgrading the supply chain cooperation between the two parties. The warehousing center will provide one-stop logistics services including collection, sorting, warehousing, packaging, and distribution, covering all categories of products for its customers.</li> <li>As of June 30, 2021, JD Logistics operated approximately 1,200 warehouses, which covered an aggregate gross floor area of approximately 23 million square meters, including warehouse space of cloud warehouses managed under the JD Logistics Open Warehouse Platform.</li> </ul> <b><u>Other Highlights</u></b></p><p><blockquote><ul><li>5月28日,京东物流在香港联交所主板成功上市,股票代码为“2618”。此次发售的所得款项净额(包括超额配股权)约为人民币230亿元。在香港上市后,京东物流将继续专注于发展其综合供应链,包括升级和扩展其六大物流网络,开发用于其供应链解决方案和物流服务的先进技术,扩大综合解决方案的广度和深度,提高供应链效率和客户的用户体验,并降低运营成本。</li><li>京东物流进一步强化跨区域公路、铁路、航空货运网络,提升次日达服务。截至2021年6月30日,京东物流拥有超过1,000条航空货运航线和超过300条铁路航线的利用能力。在618大促期间,客户在全国200多个城市享受下单分钟内送达服务。</li><li>6月,京东物流与小米有品在天津联合推出仓配中心,双方供应链合作升级。仓储中心将为客户提供收集、分拣、仓储、包装、配送等一站式物流服务,涵盖所有类别的产品。</li><li>截至2021年6月30日,京东物流运营约1,200个仓库,总建筑面积约2300万平方米,包括京东物流开放仓库平台管理的云仓仓库空间。</li></ul><b><u>其他亮点</u></b></blockquote></p><p></p><p> <ul> <li>On June 18, AiHuiShou, a secondhand electronics transactions and services platform, was officially listed on the New York Stock Exchange under the stock ticker “RERE”. JD.com’s ownership ratio was approximately 33.4% after listing. According to the partnership agreement signed between JD.com and AiHuiShou, the two companies will cooperate in the areas of user traffic, marketing, R&D, sales and channel commissions, supply chain and logistics, customer service and after-sales service.</li> </ul> <b><u>Operational Metrics Update</u></b></p><p><blockquote><ul><li>6月18日,二手电子交易与服务平台爱回收在纽交所正式挂牌上市,股票代码为“RERE”。京东上市后的持股比例约为33.4%。根据京东与爱回收签署的合作伙伴协议,两家公司将在用户流量、市场营销、研发、销售和渠道佣金、供应链和物流、客户服务和售后服务等领域展开合作。</li></ul><b><u>操作指标更新</u></b></blockquote></p><p> <ul> <li>As of June 30, 2021, JD.com had over 320,000 employees, excluding part-time and interns.</li> </ul> <b>Second Quarter 2021 Financial Results</b></p><p><blockquote><ul><li>截至2021年6月30日,京东拥有超过32万名员工,不包括兼职和实习生。</li></ul><b>2021年第二季度财务业绩</b></blockquote></p><p> <b><i>Net Revenues.</i></b> For the second quarter of 2021, JD.com reported net revenues of RMB253.8 billion (US$39.3 billion), representing a 26.2% increase from the same period in 2020. Net product revenues increased by 23.3%, while net service revenues increased by 49.2% for the second quarter of 2021, as compared to the same period of 2020.</p><p><blockquote><b><i>净收入。</i></b>2021年第二季度,京东报告净收入为人民币2538亿元(393亿美元),比2020年同期增长26.2%。与2020年同期相比,2021年第二季度净产品收入增长23.3%,净服务收入增长49.2%。</blockquote></p><p> <b><i>Cost of Revenues</i></b><b>.</b>Cost of revenues increased by 28.8% to RMB222.1 billion (US$34.4 billion) for the second quarter of 2021 from RMB172.4 billion for the second quarter of 2020.</p><p><blockquote><b><i>收入成本</i></b><b>.</b>收入成本从2020年第二季度的人民币1724亿元增长28.8%至2021年第二季度的人民币2221亿元(344亿美元)。</blockquote></p><p> <b><i>Fulfillment Expenses</i></b><b>.</b>Fulfillment expenses, which primarily include procurement, warehousing, delivery, customer service and payment processing expenses, increased by 22.5% to RMB14.6 billion (US$2.3 billion) for the second quarter of 2021 from RMB12.0 billion for the second quarter of 2020. Fulfillment expenses as a percentage of net revenues was 5.8% for the second quarter of 2021, compared to 5.9% for the same period last year.</p><p><blockquote><b><i>履约费用</i></b><b>.</b>履约费用主要包括采购、仓储、交付、客户服务和支付处理费用,从2020年第二季度的人民币120亿元增长22.5%至2021年第二季度的人民币146亿元(23亿美元)。2021 年第二季度履约费用占净收入的百分比为 5.8%,而去年同期为 5.9%。</blockquote></p><p> <b><i>Marketing Expenses</i></b><b>.</b>Marketing expenses increased by 56.0% to RMB10.6 billion (US$1.6 billion) for the second quarter of 2021 from RMB6.8 billion for the second quarter of 2020.</p><p><blockquote><b><i>营销费用</i></b><b>.</b>营销费用从2020年第二季度的人民币68亿元增长56.0%至2021年第二季度的人民币106亿元(16亿美元)。</blockquote></p><p> <b><i>Research and Development Expenses</i></b><b>.</b>Research and development expenses was RMB3.7 billion (US$0.6 billion) for the second quarter of 2021, as compared to RMB3.6 billion for the second quarter of 2020.</p><p><blockquote><b><i>研发开支</i></b><b>.</b>2021 年第二季度的研发费用为人民币 37 亿元(6 亿美元),而 2020 年第二季度为人民币 36 亿元。</blockquote></p><p> <b><i>General and Administrative Expenses</i></b><b>.</b> General and administrative expenses increased by 80.0% to RMB2.6 billion (US$0.4 billion) for the second quarter of 2021 from RMB1.4 billion for the second quarter of 2020. The increase was primarily due to the increase in share-based compensation expenses.</p><p><blockquote><b><i>一般及行政开支</i></b><b>.</b>一般及管理费用从2020年第二季度的人民币14亿元增长80.0%至2021年第二季度的人民币26亿元(4亿美元)。该增加主要由于以股份为基础的薪酬开支增加。</blockquote></p><p> <b><i>Income from Operations and Non-GAAP Income from Operations.</i></b>Income from operations for the second quarter of 2021 was RMB300.8 million (US$46.6 million), compared to RMB5.0 billion for the same period last year. Non-GAAP income from operations for the second quarter of 2021 was RMB2.5 billion (US$0.4 billion), compared to non-GAAP income from operations of RMB5.6 billion for the second quarter of 2020. Operating margin of JD Retail before unallocated items for the second quarter of 2021 was 2.6%, remained stable compared with the second quarter of 2020.</p><p><blockquote><b><i>营业收入和非 GAAP 营业收入。</i></b>2021 年第二季度的营业收入为人民币 3.008 亿元(4660 万美元),而去年同期为人民币 50 亿元。2021 年第二季度非 GAAP 运营收入为人民币 25 亿元(4 亿美元),而 2020 年第二季度非 GAAP 运营收入为人民币 56 亿元。京东零售2021年第二季度未分配项目前的营业利润率为2.6%,与2020年第二季度相比保持稳定。</blockquote></p><p> <b><i>Non-GAAP EBITDA</i></b>for the second quarter of 2021 was RMB3.7 billion (US$0.6 billion), compared to RMB6.9 billion for the second quarter of 2020.</p><p><blockquote><b><i>非 GAAP EBITDA</i></b>2021年第二季度为人民币37亿元(6亿美元),而2020年第二季度为人民币69亿元。</blockquote></p><p> <b><i>Share of Results of Equity Investees.</i></b> Share of results of equity investees was an income of RMB522.8 million (US$81.0 million) for the second quarter of 2021, as compared to an income of RMB4.0 billion for the second quarter of 2020. The substantial decrease was primarily due to a one-off dilution gain of RMB4.1 billion recognized upon the IPO of Dada Group during the second quarter of 2020.</p><p><blockquote><b><i>应占股权被投资方的业绩。</i></b>2021 年第二季度应占股权被投资方的收入为人民币 5.228 亿元(8100 万美元),而 2020 年第二季度的收入为人民币 40 亿元。大幅减少主要由于达达集团于二零二零年第二季度首次公开发售时确认一次性摊薄收益人民币41亿元。</blockquote></p><p> <b><i>Net IncomeAttributable to Ordinary Shareholdersand Non-GAAP Net IncomeAttributable to Ordinary Shareholders.</i></b>Net income attributable to ordinary shareholders for the second quarter of 2021 was RMB794.3 million (US$123.0 million), compared to RMB16.4 billion for the same period last year. Non-GAAP net income attributable to ordinary shareholders for the second quarter of 2021 was RMB4.6 billion (US$0.7 billion), compared to RMB5.9 billion for the same period last year.</p><p><blockquote><b><i>归属于普通股股东的净利润和非公认会计准则归属于普通股股东的净利润。</i></b>2021年第二季度归属于普通股股东的净利润为人民币7.943亿元(1.23亿美元),而去年同期为人民币164亿元。2021 年第二季度非 GAAP 归属于普通股股东的净利润为人民币 46 亿元(7 亿美元),而去年同期为人民币 59 亿元。</blockquote></p><p> <b><i>Diluted EPS and Non-GAAP Diluted EPS.</i></b>Diluted net income per ADS for the second quarter of 2021 was RMB0.50 (US$0.08), compared to RMB10.47 for the second quarter of 2020. Non-GAAP diluted net income per ADS for the second quarter of 2021 was RMB2.90 (US$0.45), compared to RMB3.51 for the second quarter of 2020.</p><p><blockquote><b><i>稀释每股收益和非公认会计准则稀释每股收益。</i></b>2021 年第二季度每股美国存托凭证摊薄净利润为人民币 0.50 元(0.08 美元),而 2020 年第二季度为人民币 10.47 元。2021 年第二季度非 GAAP 摊薄每股美国存托凭证净利润为人民币 2.90 元(0.45 美元),而 2020 年第二季度为人民币 3.51 元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JD.com beats second-quarter sales estimates<blockquote>京东第二季度销售额超出预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJD.com beats second-quarter sales estimates<blockquote>京东第二季度销售额超出预期</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\">2021-08-23 18:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Chinese e-commerce platform JD.com Inc on Monday beat analysts' expectations for quarterly revenue, boosted by strong demand for online shopping triggered by the COVID-19 pandemic.</p><p><blockquote>中国电子商务平台京东周一的季度收入超出了分析师的预期,这得益于 COVID-19 大流行引发的强劲网上购物需求。</blockquote></p><p> Net revenue at JD.com rose about 26% to 253.8 billion yuan ($39.14 billion) in the second quarter ended June 30. Analysts had expected revenue of 249.27 billion yuan, according to IBES data from Refinitiv.</p><p><blockquote>截至 6 月 30 日的第二季度,京东的净收入增长约 26%,达到 2538 亿元人民币(391.4 亿美元)。根据 Refinitiv 的 IBES 数据,分析师此前预期营收为 2492.7 亿元人民币。</blockquote></p><p> <a href=\"https://www.laohu8.com/live/16296945283683?invite=33333\" target=\"_blank\">Q2 2021 JD.Com Inc Earnings Conference Call</a></p><p><blockquote><a href=\"https://www.laohu8.com/live/16296945283683?invite=33333\" target=\"_blank\">2021 年第二季度京东公司收益电话会议</a></blockquote></p><p> <b>Second Quarter 2021 Highlights</b></p><p><blockquote><b>2021 年第二季度亮点</b></blockquote></p><p> <ul> <li><b>Net revenues</b> for the second quarter of 2021 were RMB253.8 billion (US$139.3 billion), an increase of 26.2% from the second quarter of 2020. Net service revenues for the second quarter of 2021 were RMB34.1 billion (US$5.3 billion), an increase of 49.2% from the second quarter of 2020.</li> <li><b>Income from operations</b> for the second quarter of 2021 was RMB300.8 million (US$46.6 million), compared to RMB5.0 billion for the same period last year.<b>Non-GAAP2income from operations</b> for the second quarter of 2021 was RMB2.5 billion (US$0.4 billion), compared to RMB5.6 billion for the second quarter of 2020. Operating margin of JD Retail before unallocated items for the second quarter of 2021 was 2.6%, remained stable compared with the second quarter of 2020<b>3</b>.</li> <li><b>Net incomeattributable to ordinary shareholders</b> for the second quarter of 2021 was RMB794.3 million (US$123.0 million), compared to RMB16.4 billion for the same period last year.<b>Non-GAAP net incomeattributable to ordinary shareholders</b> for the second quarter of 2021 was RMB4.6 billion (US$0.7 billion), compared to RMB5.9 billion for the same period last year.</li> <li><b>Diluted net income per ADS</b> for the second quarter of 2021 was RMB0.50 (US$0.08), compared to RMB10.47 for the second quarter of 2020.<b>Non-GAAP diluted net income per ADS</b> for the second quarter of 2021 was RMB2.90 (US$0.45), compared to RMB3.51 for the same period last year.</li> <li><b>Operating cash flow</b> for the twelve months ended June 30, 2021 increased to RMB38.9 billion (US$6.0 billion) from RMB26.3 billion for the twelve months ended June 30, 2020. Free cash flow, which excludes the impact from JD Baitiao receivables included in the operating cash flow, for the twelve months ended June 30, 2021 increased to RMB31.9 billion (US$4.9 billion), compared to RMB22.7 billion for the twelve months ended June 30, 2020.</li> <li><b>Annual active customer accounts4</b> increased by 27.4% to 531.9 million in the twelve months ended June 30, 2021 from 417.4 million in the twelve months ended June 30, 2020.</li> </ul> JD.com shares fell 1.8% in premarket trading.</p><p><blockquote><ul><li><b>净收入</b>2021年第二季度为人民币2538亿元(1393亿美元),较2020年第二季度增长26.2%。2021 年第二季度净服务收入为人民币 341 亿元(53 亿美元),比 2020 年第二季度增长 49.2%。</li><li><b>营业收入</b>2021 年第二季度的营业额为人民币 3.008 亿元(4660 万美元),而去年同期为人民币 50 亿元。<b>非公认会计准则2营业收入</b>2021年第二季度为人民币25亿元(4亿美元),而2020年第二季度为人民币56亿元。京东零售2021年第二季度未分配项目前营业利润率为2.6%,与2020年第二季度相比保持稳定<b>3</b>.</li><li><b>归属于普通股股东的净利润</b>2021年第二季度为人民币7.943亿元(1.23亿美元),而去年同期为人民币164亿元。<b>非公认会计准则归属于普通股股东的净利润</b>2021年第二季度为人民币46亿元(7亿美元),而去年同期为人民币59亿元。</li><li><b>每股美国存托凭证摊薄净利润</b>2021年第二季度为人民币0.50元(0.08美元),而2020年第二季度为人民币10.47元。<b>非 GAAP 每股美国存托凭证摊薄净利润</b>2021年第二季度为人民币2.90元(0.45美元),而去年同期为人民币3.51元。</li><li><b>经营现金流量</b>截至2021年6月30日止十二个月,由截至2020年6月30日止十二个月的人民币263亿元增加至人民币389亿元(60亿美元)。截至2021年6月30日止十二个月的自由现金流(不包括计入经营现金流的京东白条应收款项的影响)增加至人民币319亿元(49亿美元),而截至2020年6月30日止十二个月为人民币227亿元。</li><li><b>年度活跃客户账户4</b>由截至二零二零年六月三十日止十二个月的417.4百万增加27.4%至截至二零二一年六月三十日止十二个月的531.9百万。</li></ul>京东股价在盘前交易中下跌 1.8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0a2c969e7e956090e6edcd9fad738ba1\" tg-width=\"893\" tg-height=\"641\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b><i>Business Highlights</i></b></p><p><blockquote><b><i>业务亮点</i></b></blockquote></p><p> <b><u>Environment, Social and Governance</u></b></p><p><blockquote><b><u>环境、社会及管治</u></b></blockquote></p><p> <ul> <li>In response to the severe flooding in the central China province of Henan, JD.com donated over 20 truckloads of rescue supplies and daily necessities dispatched from JD.com’s closest warehouse. Furthermore, JD Health opened a free 24-hour hotline for medical consultation and donated healthcare supplies for disinfection and epidemic prevention. The emergency efforts reflect the company’s longstanding policy of immediately donating goods to disaster areas from the nearest JD.com’s warehouse. JD Retail also assisted merchants in the affected regions through fee relief and additional insurance to accelerate the disaster recovery effort.</li> <li>On June 18, JD.com published its Sustainability Report discussing the company’s achievements from 2018 to 2020 in creating a low-carbon enterprise through environmentally friendly logistics, procurement and facilities. Since 2017, JD.com has been gradually replacing traditional fuel-combustion trucks with new energy vehicles reducing carbon dioxide emissions by more than 120,000 tons each year.</li> <li>In June, JD Logistics and P&G Beauty completed an environmentally friendly soccer field made from recycled plastic bottles at the Nanjing Foreign Language School, representing a milestone for JD.com’s Green Stream Initiative on its 4th anniversary. Last year, P&G Beauty joined JD Logistics’s bottle recycling program as a strategic partner to recycle plastic P&G brand products in Shanghai and Guangzhou. As of June 2021, over 20,000 families have participated in the program.</li> </ul> <b><u>JD Retail</u></b></p><p><blockquote><ul><li>为应对中国中部河南省的严重洪灾,京东从京东最近的仓库捐赠了 20 多卡车的救援物资和生活必需品。此外,京东健康开通24小时免费医疗咨询热线,捐赠消毒防疫医疗物资。应急工作反映了该公司的长期政策,即从最近的京东仓库立即向灾区捐赠物资。京东零售还通过费用减免和额外保险等方式帮助受灾地区的商家加速灾后恢复工作。</li><li>6 月 18 日,京东发布了可持续发展报告,讨论了公司从 2018 年到 2020 年通过环保物流、采购和设施创建低碳企业所取得的成就。自2017年以来,京东逐步用新能源汽车替代传统燃油卡车,每年减少二氧化碳排放超过12万吨。</li><li>今年 6 月,京东物流与宝洁美妆在南京外国语学校建成了一个由回收塑料瓶制成的环保足球场,标志着京东绿色溪流倡议四周年的一个里程碑。去年,宝洁美妆作为战略合作伙伴加入了京东物流的瓶子回收计划,在上海和广州回收塑料宝洁品牌产品。截至2021年6月,已有超过20,000个家庭参与了该计划。</li></ul><b><u>京东零售</u></b></blockquote></p><p></p><p> <ul> <li>JD.com’s 618 Grand Promotion reported outstanding results. During the 18-day sale from June 1 to 18, over 236 brands achieved sales of over RMB100 million. Order requests from 92% of districts and counties and 84% of small towns were fulfilled on the same or next day. Omni-channel also played an integral part in the 618 Grand Promotion with over one thousand digital and computer stores supporting on-demand consumption and one-hour delivery service.</li> <li>LVMH group expanded its innovative partnerships with JD.com in the second quarter. Leveraging the JD.com mini-app, LVMH’s BVLGARI brand provided customers with a new shopping experience featuring a full suite of products including selected jewelry and watches. This represents the first time BVLGARI has collaborated with a third-party online retailer in its history of 137 years. Berluti, the top luxury menswear fashion house under the LVMH group, also established its first official global flagship store on JD.com during the period.</li> <li>Several internationally renowned beauty brands recently launched official flagship stores on JD.com including LVMH Group’s Guerlain in early August, as well as LVMH Group’s Givenchy Beauty and Benefit, Estee Lauder Companies’ Estee Lauder, Clinique and Origins, and L’Oreal's Kiehl's in July. The addition of these brands further enriches JD Beauty's high-quality product suite and ensures a best-of-class shopping experience for customers with services provided by JD Logistics.</li> </ul> <b><u>JD Health</u></b></p><p><blockquote><ul><li>京东的 618 大促销活动取得了出色的成绩。在6月1日至18日的18天销售中,超过236个品牌的销售额超过人民币1亿元。92%的区县和84%的小城镇的订单请求在当天或次日得到满足。全渠道也在618大促销中扮演了不可或缺的角色,超过一千家数码和电脑商店支持按需消费和一小时送达服务。</li><li>LVMH集团在第二季度扩大了与京东的创新合作伙伴关系。LVMH旗下的宝格丽品牌利用京东迷你应用程序,为顾客提供了全新的购物体验,包括精选珠宝和手表在内的全套产品。这是宝格丽137年历史上首次与第三方在线零售商合作。LVMH集团旗下顶级奢侈男装时装品牌Berluti亦于期内于京东成立首家全球官方旗舰店。</li><li>几个国际知名美容品牌最近在京东上推出了官方旗舰店,包括 8 月初的 LVMH 集团旗下的娇兰,以及 7 月份的 LVMH 集团旗下的 Givenchy Beauty and Benefit,雅诗兰黛公司旗下的 Estee Lauder、Clinique 和 Origins,以及欧莱雅旗下的 Kiehl's。这些品牌的加入进一步丰富了京东美妆的优质产品套件,并通过京东物流提供的服务确保为客户提供一流的购物体验。</li></ul><b><u>京东健康</u></b></blockquote></p><p> <ul> <li>As an important platform for healthcare brands to expand online sales channels and accelerate digitalization, in the second quarter, JD Health closely cooperated with leading global pharmaceutical companies. JD Health deepened its cooperation with UCB China and became its strategic partner for the distribution of UCB China’s anti-allergic drug Zyrtec (cetirizine hydrochloride tablet and drops). JD Health facilitated the expansion and maintenance of multiple sales channels for Zyrtec including online, offline small and medium sized chain pharmacies as well as individual pharmacies. JD Health also officially launched the AstraZeneca direct sales flagship store, Sanofi direct sales flagship store and other brand stores in order to provide more convenient and professional online and offline integrated healthcare services to patients with chronic diseases.</li> <li>In order to address the need for supply chains for certain special drugs, in the second quarter, JD Health partnered with JD Logistics to establish “cold chain” capabilities covering over 100 cities in 12 provincial-level administrative regions across China. With such capabilities, JD Pharmacy is able to expand its business into special drugs for rare diseases. A number of cold chain products from Eli Lilly and Company, Novartis, Sanofi and other brands became available through JD Pharmacy.</li> </ul> <b><u>JD Logistics</u></b></p><p><blockquote><ul><li>作为医疗健康品牌拓展线上销售渠道、加速数字化的重要平台,二季度,京东健康与全球头部药企展开了紧密合作。京东健康深化与UCB中国的合作,成为UCB中国抗过敏药物Zyrtec(盐酸西替利嗪片和滴剂)经销的战略合作伙伴。京东健康促进了Zyrtec多个销售渠道的拓展和维护,包括线上、线下中小型连锁药店以及个体药店。京东健康还正式上线了阿斯利康直销旗舰店、赛诺菲直销旗舰店等品牌门店,为慢病患者提供更加便捷、专业的线上线下一体化医疗服务。</li><li>为了解决某些特殊药品的供应链需求,第二季度,京东健康与京东物流合作,建立了覆盖全国12个省级行政区域100多个城市的“冷链”能力。有了这样的能力,京东大药房就能够将业务拓展到罕见病特药领域。礼来公司、诺华、赛诺菲等多个品牌的冷链产品通过京东大药房上架。</li></ul><b><u>京东物流</u></b></blockquote></p><p> <ul> <li>On May 28, JD Logistics successfully listed on the Main Board of the Hong Kong Stock Exchange under the stock code “2618”. Net proceeds from this offering, including the over-allotment options, amounted to approximately RMB23.0 billion. After listing in Hong Kong, JD Logistics will continue to focus on developing its integrated supply chain, including upgrading and expanding its six logistics networks, developing advanced technologies to be used in its supply chain solutions and logistics services, expanding the breadth and depth of integrated solutions, improving supply chain efficiency and user experience for customers, and reducing operating costs.</li> <li>JD Logistics further strengthened its cross regional highway, railway and air cargo network to enhance its next-morning and next-day delivery service. As of June 30, 2021, JD Logistics had over 1,000 air cargo routes and the ability to utilize over 300 railway routes. During the 618 Grand Promotion, customers enjoyed delivery service within minutes of order placement in over 200 cities in China.</li> <li>In June, JD Logistics and Xiaomi Youpin jointly launched a warehousing and distribution center in Tianjin, upgrading the supply chain cooperation between the two parties. The warehousing center will provide one-stop logistics services including collection, sorting, warehousing, packaging, and distribution, covering all categories of products for its customers.</li> <li>As of June 30, 2021, JD Logistics operated approximately 1,200 warehouses, which covered an aggregate gross floor area of approximately 23 million square meters, including warehouse space of cloud warehouses managed under the JD Logistics Open Warehouse Platform.</li> </ul> <b><u>Other Highlights</u></b></p><p><blockquote><ul><li>5月28日,京东物流在香港联交所主板成功上市,股票代码为“2618”。此次发售的所得款项净额(包括超额配股权)约为人民币230亿元。在香港上市后,京东物流将继续专注于发展其综合供应链,包括升级和扩展其六大物流网络,开发用于其供应链解决方案和物流服务的先进技术,扩大综合解决方案的广度和深度,提高供应链效率和客户的用户体验,并降低运营成本。</li><li>京东物流进一步强化跨区域公路、铁路、航空货运网络,提升次日达服务。截至2021年6月30日,京东物流拥有超过1,000条航空货运航线和超过300条铁路航线的利用能力。在618大促期间,客户在全国200多个城市享受下单分钟内送达服务。</li><li>6月,京东物流与小米有品在天津联合推出仓配中心,双方供应链合作升级。仓储中心将为客户提供收集、分拣、仓储、包装、配送等一站式物流服务,涵盖所有类别的产品。</li><li>截至2021年6月30日,京东物流运营约1,200个仓库,总建筑面积约2300万平方米,包括京东物流开放仓库平台管理的云仓仓库空间。</li></ul><b><u>其他亮点</u></b></blockquote></p><p></p><p> <ul> <li>On June 18, AiHuiShou, a secondhand electronics transactions and services platform, was officially listed on the New York Stock Exchange under the stock ticker “RERE”. JD.com’s ownership ratio was approximately 33.4% after listing. According to the partnership agreement signed between JD.com and AiHuiShou, the two companies will cooperate in the areas of user traffic, marketing, R&D, sales and channel commissions, supply chain and logistics, customer service and after-sales service.</li> </ul> <b><u>Operational Metrics Update</u></b></p><p><blockquote><ul><li>6月18日,二手电子交易与服务平台爱回收在纽交所正式挂牌上市,股票代码为“RERE”。京东上市后的持股比例约为33.4%。根据京东与爱回收签署的合作伙伴协议,两家公司将在用户流量、市场营销、研发、销售和渠道佣金、供应链和物流、客户服务和售后服务等领域展开合作。</li></ul><b><u>操作指标更新</u></b></blockquote></p><p> <ul> <li>As of June 30, 2021, JD.com had over 320,000 employees, excluding part-time and interns.</li> </ul> <b>Second Quarter 2021 Financial Results</b></p><p><blockquote><ul><li>截至2021年6月30日,京东拥有超过32万名员工,不包括兼职和实习生。</li></ul><b>2021年第二季度财务业绩</b></blockquote></p><p> <b><i>Net Revenues.</i></b> For the second quarter of 2021, JD.com reported net revenues of RMB253.8 billion (US$39.3 billion), representing a 26.2% increase from the same period in 2020. Net product revenues increased by 23.3%, while net service revenues increased by 49.2% for the second quarter of 2021, as compared to the same period of 2020.</p><p><blockquote><b><i>净收入。</i></b>2021年第二季度,京东报告净收入为人民币2538亿元(393亿美元),比2020年同期增长26.2%。与2020年同期相比,2021年第二季度净产品收入增长23.3%,净服务收入增长49.2%。</blockquote></p><p> <b><i>Cost of Revenues</i></b><b>.</b>Cost of revenues increased by 28.8% to RMB222.1 billion (US$34.4 billion) for the second quarter of 2021 from RMB172.4 billion for the second quarter of 2020.</p><p><blockquote><b><i>收入成本</i></b><b>.</b>收入成本从2020年第二季度的人民币1724亿元增长28.8%至2021年第二季度的人民币2221亿元(344亿美元)。</blockquote></p><p> <b><i>Fulfillment Expenses</i></b><b>.</b>Fulfillment expenses, which primarily include procurement, warehousing, delivery, customer service and payment processing expenses, increased by 22.5% to RMB14.6 billion (US$2.3 billion) for the second quarter of 2021 from RMB12.0 billion for the second quarter of 2020. Fulfillment expenses as a percentage of net revenues was 5.8% for the second quarter of 2021, compared to 5.9% for the same period last year.</p><p><blockquote><b><i>履约费用</i></b><b>.</b>履约费用主要包括采购、仓储、交付、客户服务和支付处理费用,从2020年第二季度的人民币120亿元增长22.5%至2021年第二季度的人民币146亿元(23亿美元)。2021 年第二季度履约费用占净收入的百分比为 5.8%,而去年同期为 5.9%。</blockquote></p><p> <b><i>Marketing Expenses</i></b><b>.</b>Marketing expenses increased by 56.0% to RMB10.6 billion (US$1.6 billion) for the second quarter of 2021 from RMB6.8 billion for the second quarter of 2020.</p><p><blockquote><b><i>营销费用</i></b><b>.</b>营销费用从2020年第二季度的人民币68亿元增长56.0%至2021年第二季度的人民币106亿元(16亿美元)。</blockquote></p><p> <b><i>Research and Development Expenses</i></b><b>.</b>Research and development expenses was RMB3.7 billion (US$0.6 billion) for the second quarter of 2021, as compared to RMB3.6 billion for the second quarter of 2020.</p><p><blockquote><b><i>研发开支</i></b><b>.</b>2021 年第二季度的研发费用为人民币 37 亿元(6 亿美元),而 2020 年第二季度为人民币 36 亿元。</blockquote></p><p> <b><i>General and Administrative Expenses</i></b><b>.</b> General and administrative expenses increased by 80.0% to RMB2.6 billion (US$0.4 billion) for the second quarter of 2021 from RMB1.4 billion for the second quarter of 2020. The increase was primarily due to the increase in share-based compensation expenses.</p><p><blockquote><b><i>一般及行政开支</i></b><b>.</b>一般及管理费用从2020年第二季度的人民币14亿元增长80.0%至2021年第二季度的人民币26亿元(4亿美元)。该增加主要由于以股份为基础的薪酬开支增加。</blockquote></p><p> <b><i>Income from Operations and Non-GAAP Income from Operations.</i></b>Income from operations for the second quarter of 2021 was RMB300.8 million (US$46.6 million), compared to RMB5.0 billion for the same period last year. Non-GAAP income from operations for the second quarter of 2021 was RMB2.5 billion (US$0.4 billion), compared to non-GAAP income from operations of RMB5.6 billion for the second quarter of 2020. Operating margin of JD Retail before unallocated items for the second quarter of 2021 was 2.6%, remained stable compared with the second quarter of 2020.</p><p><blockquote><b><i>营业收入和非 GAAP 营业收入。</i></b>2021 年第二季度的营业收入为人民币 3.008 亿元(4660 万美元),而去年同期为人民币 50 亿元。2021 年第二季度非 GAAP 运营收入为人民币 25 亿元(4 亿美元),而 2020 年第二季度非 GAAP 运营收入为人民币 56 亿元。京东零售2021年第二季度未分配项目前的营业利润率为2.6%,与2020年第二季度相比保持稳定。</blockquote></p><p> <b><i>Non-GAAP EBITDA</i></b>for the second quarter of 2021 was RMB3.7 billion (US$0.6 billion), compared to RMB6.9 billion for the second quarter of 2020.</p><p><blockquote><b><i>非 GAAP EBITDA</i></b>2021年第二季度为人民币37亿元(6亿美元),而2020年第二季度为人民币69亿元。</blockquote></p><p> <b><i>Share of Results of Equity Investees.</i></b> Share of results of equity investees was an income of RMB522.8 million (US$81.0 million) for the second quarter of 2021, as compared to an income of RMB4.0 billion for the second quarter of 2020. The substantial decrease was primarily due to a one-off dilution gain of RMB4.1 billion recognized upon the IPO of Dada Group during the second quarter of 2020.</p><p><blockquote><b><i>应占股权被投资方的业绩。</i></b>2021 年第二季度应占股权被投资方的收入为人民币 5.228 亿元(8100 万美元),而 2020 年第二季度的收入为人民币 40 亿元。大幅减少主要由于达达集团于二零二零年第二季度首次公开发售时确认一次性摊薄收益人民币41亿元。</blockquote></p><p> <b><i>Net IncomeAttributable to Ordinary Shareholdersand Non-GAAP Net IncomeAttributable to Ordinary Shareholders.</i></b>Net income attributable to ordinary shareholders for the second quarter of 2021 was RMB794.3 million (US$123.0 million), compared to RMB16.4 billion for the same period last year. Non-GAAP net income attributable to ordinary shareholders for the second quarter of 2021 was RMB4.6 billion (US$0.7 billion), compared to RMB5.9 billion for the same period last year.</p><p><blockquote><b><i>归属于普通股股东的净利润和非公认会计准则归属于普通股股东的净利润。</i></b>2021年第二季度归属于普通股股东的净利润为人民币7.943亿元(1.23亿美元),而去年同期为人民币164亿元。2021 年第二季度非 GAAP 归属于普通股股东的净利润为人民币 46 亿元(7 亿美元),而去年同期为人民币 59 亿元。</blockquote></p><p> <b><i>Diluted EPS and Non-GAAP Diluted EPS.</i></b>Diluted net income per ADS for the second quarter of 2021 was RMB0.50 (US$0.08), compared to RMB10.47 for the second quarter of 2020. Non-GAAP diluted net income per ADS for the second quarter of 2021 was RMB2.90 (US$0.45), compared to RMB3.51 for the second quarter of 2020.</p><p><blockquote><b><i>稀释每股收益和非公认会计准则稀释每股收益。</i></b>2021 年第二季度每股美国存托凭证摊薄净利润为人民币 0.50 元(0.08 美元),而 2020 年第二季度为人民币 10.47 元。2021 年第二季度非 GAAP 摊薄每股美国存托凭证净利润为人民币 2.90 元(0.45 美元),而 2020 年第二季度为人民币 3.51 元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167336009","content_text":"Chinese e-commerce platform JD.com Inc on Monday beat analysts' expectations for quarterly revenue, boosted by strong demand for online shopping triggered by the COVID-19 pandemic.\nNet revenue at JD.com rose about 26% to 253.8 billion yuan ($39.14 billion) in the second quarter ended June 30. Analysts had expected revenue of 249.27 billion yuan, according to IBES data from Refinitiv.\nQ2 2021 JD.Com Inc Earnings Conference Call\nSecond Quarter 2021 Highlights\n\nNet revenues for the second quarter of 2021 were RMB253.8 billion (US$139.3 billion), an increase of 26.2% from the second quarter of 2020. Net service revenues for the second quarter of 2021 were RMB34.1 billion (US$5.3 billion), an increase of 49.2% from the second quarter of 2020.\nIncome from operations for the second quarter of 2021 was RMB300.8 million (US$46.6 million), compared to RMB5.0 billion for the same period last year.Non-GAAP2income from operations for the second quarter of 2021 was RMB2.5 billion (US$0.4 billion), compared to RMB5.6 billion for the second quarter of 2020. Operating margin of JD Retail before unallocated items for the second quarter of 2021 was 2.6%, remained stable compared with the second quarter of 20203.\nNet incomeattributable to ordinary shareholders for the second quarter of 2021 was RMB794.3 million (US$123.0 million), compared to RMB16.4 billion for the same period last year.Non-GAAP net incomeattributable to ordinary shareholders for the second quarter of 2021 was RMB4.6 billion (US$0.7 billion), compared to RMB5.9 billion for the same period last year.\nDiluted net income per ADS for the second quarter of 2021 was RMB0.50 (US$0.08), compared to RMB10.47 for the second quarter of 2020.Non-GAAP diluted net income per ADS for the second quarter of 2021 was RMB2.90 (US$0.45), compared to RMB3.51 for the same period last year.\nOperating cash flow for the twelve months ended June 30, 2021 increased to RMB38.9 billion (US$6.0 billion) from RMB26.3 billion for the twelve months ended June 30, 2020. Free cash flow, which excludes the impact from JD Baitiao receivables included in the operating cash flow, for the twelve months ended June 30, 2021 increased to RMB31.9 billion (US$4.9 billion), compared to RMB22.7 billion for the twelve months ended June 30, 2020.\nAnnual active customer accounts4 increased by 27.4% to 531.9 million in the twelve months ended June 30, 2021 from 417.4 million in the twelve months ended June 30, 2020.\n\nJD.com shares fell 1.8% in premarket trading.\n\nBusiness Highlights\nEnvironment, Social and Governance\n\nIn response to the severe flooding in the central China province of Henan, JD.com donated over 20 truckloads of rescue supplies and daily necessities dispatched from JD.com’s closest warehouse. Furthermore, JD Health opened a free 24-hour hotline for medical consultation and donated healthcare supplies for disinfection and epidemic prevention. The emergency efforts reflect the company’s longstanding policy of immediately donating goods to disaster areas from the nearest JD.com’s warehouse. JD Retail also assisted merchants in the affected regions through fee relief and additional insurance to accelerate the disaster recovery effort.\nOn June 18, JD.com published its Sustainability Report discussing the company’s achievements from 2018 to 2020 in creating a low-carbon enterprise through environmentally friendly logistics, procurement and facilities. Since 2017, JD.com has been gradually replacing traditional fuel-combustion trucks with new energy vehicles reducing carbon dioxide emissions by more than 120,000 tons each year.\nIn June, JD Logistics and P&G Beauty completed an environmentally friendly soccer field made from recycled plastic bottles at the Nanjing Foreign Language School, representing a milestone for JD.com’s Green Stream Initiative on its 4th anniversary. Last year, P&G Beauty joined JD Logistics’s bottle recycling program as a strategic partner to recycle plastic P&G brand products in Shanghai and Guangzhou. As of June 2021, over 20,000 families have participated in the program.\n\nJD Retail\n\nJD.com’s 618 Grand Promotion reported outstanding results. During the 18-day sale from June 1 to 18, over 236 brands achieved sales of over RMB100 million. Order requests from 92% of districts and counties and 84% of small towns were fulfilled on the same or next day. Omni-channel also played an integral part in the 618 Grand Promotion with over one thousand digital and computer stores supporting on-demand consumption and one-hour delivery service.\nLVMH group expanded its innovative partnerships with JD.com in the second quarter. Leveraging the JD.com mini-app, LVMH’s BVLGARI brand provided customers with a new shopping experience featuring a full suite of products including selected jewelry and watches. This represents the first time BVLGARI has collaborated with a third-party online retailer in its history of 137 years. Berluti, the top luxury menswear fashion house under the LVMH group, also established its first official global flagship store on JD.com during the period.\nSeveral internationally renowned beauty brands recently launched official flagship stores on JD.com including LVMH Group’s Guerlain in early August, as well as LVMH Group’s Givenchy Beauty and Benefit, Estee Lauder Companies’ Estee Lauder, Clinique and Origins, and L’Oreal's Kiehl's in July. The addition of these brands further enriches JD Beauty's high-quality product suite and ensures a best-of-class shopping experience for customers with services provided by JD Logistics.\n\nJD Health\n\nAs an important platform for healthcare brands to expand online sales channels and accelerate digitalization, in the second quarter, JD Health closely cooperated with leading global pharmaceutical companies. JD Health deepened its cooperation with UCB China and became its strategic partner for the distribution of UCB China’s anti-allergic drug Zyrtec (cetirizine hydrochloride tablet and drops). JD Health facilitated the expansion and maintenance of multiple sales channels for Zyrtec including online, offline small and medium sized chain pharmacies as well as individual pharmacies. JD Health also officially launched the AstraZeneca direct sales flagship store, Sanofi direct sales flagship store and other brand stores in order to provide more convenient and professional online and offline integrated healthcare services to patients with chronic diseases.\nIn order to address the need for supply chains for certain special drugs, in the second quarter, JD Health partnered with JD Logistics to establish “cold chain” capabilities covering over 100 cities in 12 provincial-level administrative regions across China. With such capabilities, JD Pharmacy is able to expand its business into special drugs for rare diseases. A number of cold chain products from Eli Lilly and Company, Novartis, Sanofi and other brands became available through JD Pharmacy.\n\nJD Logistics\n\nOn May 28, JD Logistics successfully listed on the Main Board of the Hong Kong Stock Exchange under the stock code “2618”. Net proceeds from this offering, including the over-allotment options, amounted to approximately RMB23.0 billion. After listing in Hong Kong, JD Logistics will continue to focus on developing its integrated supply chain, including upgrading and expanding its six logistics networks, developing advanced technologies to be used in its supply chain solutions and logistics services, expanding the breadth and depth of integrated solutions, improving supply chain efficiency and user experience for customers, and reducing operating costs.\nJD Logistics further strengthened its cross regional highway, railway and air cargo network to enhance its next-morning and next-day delivery service. As of June 30, 2021, JD Logistics had over 1,000 air cargo routes and the ability to utilize over 300 railway routes. During the 618 Grand Promotion, customers enjoyed delivery service within minutes of order placement in over 200 cities in China.\nIn June, JD Logistics and Xiaomi Youpin jointly launched a warehousing and distribution center in Tianjin, upgrading the supply chain cooperation between the two parties. The warehousing center will provide one-stop logistics services including collection, sorting, warehousing, packaging, and distribution, covering all categories of products for its customers.\nAs of June 30, 2021, JD Logistics operated approximately 1,200 warehouses, which covered an aggregate gross floor area of approximately 23 million square meters, including warehouse space of cloud warehouses managed under the JD Logistics Open Warehouse Platform.\n\nOther Highlights\n\nOn June 18, AiHuiShou, a secondhand electronics transactions and services platform, was officially listed on the New York Stock Exchange under the stock ticker “RERE”. JD.com’s ownership ratio was approximately 33.4% after listing. According to the partnership agreement signed between JD.com and AiHuiShou, the two companies will cooperate in the areas of user traffic, marketing, R&D, sales and channel commissions, supply chain and logistics, customer service and after-sales service.\n\nOperational Metrics Update\n\nAs of June 30, 2021, JD.com had over 320,000 employees, excluding part-time and interns.\n\nSecond Quarter 2021 Financial Results\nNet Revenues. For the second quarter of 2021, JD.com reported net revenues of RMB253.8 billion (US$39.3 billion), representing a 26.2% increase from the same period in 2020. Net product revenues increased by 23.3%, while net service revenues increased by 49.2% for the second quarter of 2021, as compared to the same period of 2020.\nCost of Revenues.Cost of revenues increased by 28.8% to RMB222.1 billion (US$34.4 billion) for the second quarter of 2021 from RMB172.4 billion for the second quarter of 2020.\nFulfillment Expenses.Fulfillment expenses, which primarily include procurement, warehousing, delivery, customer service and payment processing expenses, increased by 22.5% to RMB14.6 billion (US$2.3 billion) for the second quarter of 2021 from RMB12.0 billion for the second quarter of 2020. Fulfillment expenses as a percentage of net revenues was 5.8% for the second quarter of 2021, compared to 5.9% for the same period last year.\nMarketing Expenses.Marketing expenses increased by 56.0% to RMB10.6 billion (US$1.6 billion) for the second quarter of 2021 from RMB6.8 billion for the second quarter of 2020.\nResearch and Development Expenses.Research and development expenses was RMB3.7 billion (US$0.6 billion) for the second quarter of 2021, as compared to RMB3.6 billion for the second quarter of 2020.\nGeneral and Administrative Expenses. General and administrative expenses increased by 80.0% to RMB2.6 billion (US$0.4 billion) for the second quarter of 2021 from RMB1.4 billion for the second quarter of 2020. The increase was primarily due to the increase in share-based compensation expenses.\nIncome from Operations and Non-GAAP Income from Operations.Income from operations for the second quarter of 2021 was RMB300.8 million (US$46.6 million), compared to RMB5.0 billion for the same period last year. Non-GAAP income from operations for the second quarter of 2021 was RMB2.5 billion (US$0.4 billion), compared to non-GAAP income from operations of RMB5.6 billion for the second quarter of 2020. Operating margin of JD Retail before unallocated items for the second quarter of 2021 was 2.6%, remained stable compared with the second quarter of 2020.\nNon-GAAP EBITDAfor the second quarter of 2021 was RMB3.7 billion (US$0.6 billion), compared to RMB6.9 billion for the second quarter of 2020.\nShare of Results of Equity Investees. Share of results of equity investees was an income of RMB522.8 million (US$81.0 million) for the second quarter of 2021, as compared to an income of RMB4.0 billion for the second quarter of 2020. The substantial decrease was primarily due to a one-off dilution gain of RMB4.1 billion recognized upon the IPO of Dada Group during the second quarter of 2020.\nNet IncomeAttributable to Ordinary Shareholdersand Non-GAAP Net IncomeAttributable to Ordinary Shareholders.Net income attributable to ordinary shareholders for the second quarter of 2021 was RMB794.3 million (US$123.0 million), compared to RMB16.4 billion for the same period last year. Non-GAAP net income attributable to ordinary shareholders for the second quarter of 2021 was RMB4.6 billion (US$0.7 billion), compared to RMB5.9 billion for the same period last year.\nDiluted EPS and Non-GAAP Diluted EPS.Diluted net income per ADS for the second quarter of 2021 was RMB0.50 (US$0.08), compared to RMB10.47 for the second quarter of 2020. Non-GAAP diluted net income per ADS for the second quarter of 2021 was RMB2.90 (US$0.45), compared to RMB3.51 for the second quarter of 2020.","news_type":1,"symbols_score_info":{"JD":0.9,"09618":0.9}},"isVote":1,"tweetType":1,"viewCount":2047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839765590,"gmtCreate":1629182971210,"gmtModify":1631889376937,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Like please thanks","listText":"Like please thanks","text":"Like please thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/839765590","repostId":"1147138826","repostType":4,"isVote":1,"tweetType":1,"viewCount":2250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830246447,"gmtCreate":1629077942889,"gmtModify":1631889376937,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830246447","repostId":"1129589874","repostType":4,"repost":{"id":"1129589874","kind":"news","pubTimestamp":1629067868,"share":"https://www.laohunote.com/m/news/1129589874?lang=zh_CN&edition=full","pubTime":"2021-08-16 06:51","market":"us","language":"en","title":"Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯、沃尔玛、塔吉特等本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129589874","media":"Barrons","summary":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.","content":"<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.</p><p><blockquote>现在是第二季度财报季的最后几局,零售商们已经准备好挺身而出。沃尔玛(Walmart)和家得宝(Home Depot)将于周二发布报告,劳氏(Lowe's)、塔吉特(Target)和 TJX 将于周三发布报告。Kohl's、Macy's、BJ's Wholesale 和 L Brands 是周四的零售亮点,Foot Locker 将于周五收盘。</blockquote></p><p> The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局公布的 7 月份零售销售数据也将于本周二公布。经济学家平均预测,继 6 月份上涨 0.6% 之后,上个月经季节性调整后将增长 0.2%。</blockquote></p><p> Major non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.</p><p><blockquote>本周发布业绩的主要非零售公司包括周二发布业绩的 Pandora 和 Krispy Kreme,随后是繁忙的周三:Nvidia、腾讯控股、思科系统、Analog Devices 和 Lumentum Holdings 均发布报告。应用材料公司将于周四发布业绩,Deere将于周五收盘。</blockquote></p><p> Economic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.</p><p><blockquote>本周公布的经济数据包括几项住房市场指标: 周二公布的全国住宅建筑商协会 NAHB/富国银行 8 月份住房市场指数,以及周三公布的人口普查局 7 月份新的住宅建设报告。</blockquote></p><p> Also on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.</p><p><blockquote>同样在周三,美联储货币政策委员会将公布 7 月下旬最后一次会议纪要。然后,世界大型企业联合会将于周四发布 7 月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>8/16星期一</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、东京电子和Clear Secure等公司在评级举行了财报会议。</blockquote></p><p> <b>The Federal Reserve</b> Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.</p><p><blockquote><b>美联储</b>纽约银行发布了 8 月份帝国州制造业调查。一致估计读数为26.5。相比之下,7 月份总体商业状况指数上涨了 26 点,创下了 43.0 的历史新高。</blockquote></p><p> <b>Tuesday 8/17</b></p><p><blockquote><b>星期二 8/17</b></blockquote></p><p> BHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.</p><p><blockquote>必和必拓、沃尔玛、家得宝、安捷伦科技、Pandora 和 Krispy Kreme 等公司在评级举办了财报会议。</blockquote></p><p> America’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.</p><p><blockquote>America's Car-Mart、Jack Henry & Associates 和 La-Z-Boy 将在收盘后公布财务业绩,并将于次日上午(8 月 18 日)举行财报评级。</blockquote></p><p> <b>The Federal Reserve</b> releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.</p><p><blockquote><b>美联储</b>发布7月份工业部门产能利用率。共识评级为 75.7%,与 6 月份的 75.4% 相比变化不大。工业生产预计将比 6 月份经季节性调整后的 0.4% 增长 0.5%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.</p><p><blockquote><b>全国协会</b>住宅建筑商协会发布了8月份的NAHB/富国银行住房市场指数。经济学家预测读数为80,与7月份持平。该指数低于 11 月份创下的 90 点的历史高点。</blockquote></p><p> <b>Federal Reserve Board</b> Chairman Jay Powell will host a virtual town hall with educators and students.</p><p><blockquote><b>联邦储备委员会</b>主席杰伊·鲍威尔将与教育工作者和学生一起主持一个虚拟市政厅。</blockquote></p><p> <b>The Census Bureau reports</b> retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.</p><p><blockquote><b>人口普查局报告</b>7月份零售销售数据。继 6 月份上涨 0.6% 之后,经季节性调整后,预计环比下降 0.3%。不包括汽车,支出预计增长 0.2%,而上月增长 1.3%。</blockquote></p><p> <b>Wednesday 8/18</b></p><p><blockquote><b>星期三 8/18</b></blockquote></p><p> <b>The Federal Open Market</b> Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布了7月下旬货币政策会议纪要。</blockquote></p><p> Cisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.</p><p><blockquote>思科系统公司、劳氏、塔吉特、TJX、腾讯控股控股公司、Brinker International、Analog Devices、Synopsys、Lumentum Holdings 和 Nvidia 在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau’s</b>new residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.</p><p><blockquote><b>人口普查局</b>7 月份的新住宅开工报告预计将显示,经季节性调整后的新屋开工年率为 161.0 万套,低于 6 月份的 164.3 万套。3 月份新屋开工量达到疫情后的峰值 173 万套。</blockquote></p><p> <b>Thursday 8/19</b></p><p><blockquote><b>星期四 8/19</b></blockquote></p><p> BJ’s Wholesale,<b>L Brands</b>, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.</p><p><blockquote>BJ批发商<b>品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、科尔百货、梅西百货、Performance Food Group、Petco Health and Wellness 和 Farfetch 主办评级盈利会议。</blockquote></p><p> <b>The Conference Board</b>releases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.</p><p><blockquote><b>会议委员会</b>发布7月份领先经济指数。继 6 月份上涨 0.7% 后,LEI 预计环比上涨 0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>8/20星期五</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker主持会议评级讨论财务业绩。</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>Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯、沃尔玛、塔吉特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\">\nNvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯、沃尔玛、塔吉特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\">2021-08-16 06:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.</p><p><blockquote>现在是第二季度财报季的最后几局,零售商们已经准备好挺身而出。沃尔玛(Walmart)和家得宝(Home Depot)将于周二发布报告,劳氏(Lowe's)、塔吉特(Target)和 TJX 将于周三发布报告。Kohl's、Macy's、BJ's Wholesale 和 L Brands 是周四的零售亮点,Foot Locker 将于周五收盘。</blockquote></p><p> The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局公布的 7 月份零售销售数据也将于本周二公布。经济学家平均预测,继 6 月份上涨 0.6% 之后,上个月经季节性调整后将增长 0.2%。</blockquote></p><p> Major non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.</p><p><blockquote>本周发布业绩的主要非零售公司包括周二发布业绩的 Pandora 和 Krispy Kreme,随后是繁忙的周三:Nvidia、腾讯控股、思科系统、Analog Devices 和 Lumentum Holdings 均发布报告。应用材料公司将于周四发布业绩,Deere将于周五收盘。</blockquote></p><p> Economic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.</p><p><blockquote>本周公布的经济数据包括几项住房市场指标: 周二公布的全国住宅建筑商协会 NAHB/富国银行 8 月份住房市场指数,以及周三公布的人口普查局 7 月份新的住宅建设报告。</blockquote></p><p> Also on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.</p><p><blockquote>同样在周三,美联储货币政策委员会将公布 7 月下旬最后一次会议纪要。然后,世界大型企业联合会将于周四发布 7 月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>8/16星期一</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、东京电子和Clear Secure等公司在评级举行了财报会议。</blockquote></p><p> <b>The Federal Reserve</b> Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.</p><p><blockquote><b>美联储</b>纽约银行发布了 8 月份帝国州制造业调查。一致估计读数为26.5。相比之下,7 月份总体商业状况指数上涨了 26 点,创下了 43.0 的历史新高。</blockquote></p><p> <b>Tuesday 8/17</b></p><p><blockquote><b>星期二 8/17</b></blockquote></p><p> BHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.</p><p><blockquote>必和必拓、沃尔玛、家得宝、安捷伦科技、Pandora 和 Krispy Kreme 等公司在评级举办了财报会议。</blockquote></p><p> America’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.</p><p><blockquote>America's Car-Mart、Jack Henry & Associates 和 La-Z-Boy 将在收盘后公布财务业绩,并将于次日上午(8 月 18 日)举行财报评级。</blockquote></p><p> <b>The Federal Reserve</b> releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.</p><p><blockquote><b>美联储</b>发布7月份工业部门产能利用率。共识评级为 75.7%,与 6 月份的 75.4% 相比变化不大。工业生产预计将比 6 月份经季节性调整后的 0.4% 增长 0.5%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.</p><p><blockquote><b>全国协会</b>住宅建筑商协会发布了8月份的NAHB/富国银行住房市场指数。经济学家预测读数为80,与7月份持平。该指数低于 11 月份创下的 90 点的历史高点。</blockquote></p><p> <b>Federal Reserve Board</b> Chairman Jay Powell will host a virtual town hall with educators and students.</p><p><blockquote><b>联邦储备委员会</b>主席杰伊·鲍威尔将与教育工作者和学生一起主持一个虚拟市政厅。</blockquote></p><p> <b>The Census Bureau reports</b> retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.</p><p><blockquote><b>人口普查局报告</b>7月份零售销售数据。继 6 月份上涨 0.6% 之后,经季节性调整后,预计环比下降 0.3%。不包括汽车,支出预计增长 0.2%,而上月增长 1.3%。</blockquote></p><p> <b>Wednesday 8/18</b></p><p><blockquote><b>星期三 8/18</b></blockquote></p><p> <b>The Federal Open Market</b> Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布了7月下旬货币政策会议纪要。</blockquote></p><p> Cisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.</p><p><blockquote>思科系统公司、劳氏、塔吉特、TJX、腾讯控股控股公司、Brinker International、Analog Devices、Synopsys、Lumentum Holdings 和 Nvidia 在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau’s</b>new residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.</p><p><blockquote><b>人口普查局</b>7 月份的新住宅开工报告预计将显示,经季节性调整后的新屋开工年率为 161.0 万套,低于 6 月份的 164.3 万套。3 月份新屋开工量达到疫情后的峰值 173 万套。</blockquote></p><p> <b>Thursday 8/19</b></p><p><blockquote><b>星期四 8/19</b></blockquote></p><p> BJ’s Wholesale,<b>L Brands</b>, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.</p><p><blockquote>BJ批发商<b>品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、科尔百货、梅西百货、Performance Food Group、Petco Health and Wellness 和 Farfetch 主办评级盈利会议。</blockquote></p><p> <b>The Conference Board</b>releases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.</p><p><blockquote><b>会议委员会</b>发布7月份领先经济指数。继 6 月份上涨 0.7% 后,LEI 预计环比上涨 0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>8/20星期五</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker主持会议评级讨论财务业绩。</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-51629054047?mod=hp_LEAD_2\">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":{"TGT":"塔吉特","WMT":"沃尔玛",".SPX":"S&P 500 Index",".DJI":"道琼斯","TME":"腾讯音乐","NVDA":"英伟达",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129589874","content_text":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.\nThe Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.\nMajor non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.\nEconomic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.\nAlso on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.\nMonday 8/16\nTencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.\nThe Federal Reserve Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.\nTuesday 8/17\nBHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.\nAmerica’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.\nThe Federal Reserve releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.\nFederal Reserve Board Chairman Jay Powell will host a virtual town hall with educators and students.\nThe Census Bureau reports retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.\nWednesday 8/18\nThe Federal Open Market Committee releases the minutes from its late-July monetary-policy meeting.\nCisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.\nThe Census Bureau’snew residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.\nThursday 8/19\nBJ’s Wholesale,L Brands, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.\nThe Conference Boardreleases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.\nFriday 8/20\nDeere and Foot Locker host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{".DJI":0.9,"NVDA":0.9,"TME":0.9,"WMT":0.9,".IXIC":0.9,"TGT":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897242192,"gmtCreate":1628930056116,"gmtModify":1631889376942,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Can buy?","listText":"Can buy?","text":"Can buy?","images":[{"img":"https://static.tigerbbs.com/27e6d020a7799c0699dc322ffcc94e41","width":"1080","height":"2530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897242192","isVote":1,"tweetType":1,"viewCount":1697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":897242987,"gmtCreate":1628930022849,"gmtModify":1631889376943,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897242987","repostId":"894570292","repostType":1,"repost":{"id":894570292,"gmtCreate":1628843130913,"gmtModify":1782844919804,"author":{"id":"3455059019369891","authorId":"3455059019369891","name":"Iverson","avatar":"https://static.tigerbbs.com/0fa68ce61d88742ab3622a5f7f8d6ff9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3455059019369891","authorIdStr":"3455059019369891"},"themes":[],"title":"美版“拼多多”、“美团”绩后纷纷大跌,中国模式在美国走不通?","htmlText":"周四盘后,美版“美团”<a target=\"_blank\" href=\"https://laohu8.com/S/DASH\">$DoorDash, Inc.(DASH)$</a> 、美版“拼多多”<a target=\"_blank\" href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a> 公布了2021财年第二季度业绩,结果让人大跌眼镜。疲软的业绩指引给两家企业下半年蒙上了一层阴影,在中国顺风顺水的互联网模式却在美国举步维艰,各项成本高企增加了盈利难度,疫情红利消失后,这些企业将如何维持增长? 惨淡季报后暴跌20%,wish还有希望吗? ContextLogic是跨境电商巨头wish母公司,被称为美版“拼多多”。第二季度,公司营收同比下降6.4%至6.56亿美元,净亏损1.11亿美元,不及管理层预期和市场预期,盘后股价暴跌20%。受制于去年高基数,其实本季度肯定面临很大的比较压力,但收入同比下滑对于电商平台是不可接受的。 其实在业绩披露之前,市场就发出过预警,美银分析师最近将ContextLogic的评级从之前的“买入”下调至“中性”,12美元的目标价也是目前所有分析师中最低的。虽然投资者和对电商初创企业仍普遍看好,但短期内市场资金明显出现了摇摆。 同其他电商初创平台类似,ContextLogic也难免经历着短期业绩阵痛期,而本季度只是ContextLogic增速放缓的一个缩影。其实在2019年,公司就告别了高增长,直到疫情开始各项业务才全面复苏。我们看到本季度疫情红利褪去后,活跃卖家数、订单量、APP下载量、用户时长全线下降,ContextLogic业绩不稳定的特性暴露无遗。 电商平台初期为了扩大市场、吸引用户,高投入要忍受巨大的亏损压力。更可况wish还在自建物流体系,以减少运输时间并降低运费","listText":"周四盘后,美版“美团”<a target=\"_blank\" href=\"https://laohu8.com/S/DASH\">$DoorDash, Inc.(DASH)$</a> 、美版“拼多多”<a target=\"_blank\" href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a> 公布了2021财年第二季度业绩,结果让人大跌眼镜。疲软的业绩指引给两家企业下半年蒙上了一层阴影,在中国顺风顺水的互联网模式却在美国举步维艰,各项成本高企增加了盈利难度,疫情红利消失后,这些企业将如何维持增长? 惨淡季报后暴跌20%,wish还有希望吗? ContextLogic是跨境电商巨头wish母公司,被称为美版“拼多多”。第二季度,公司营收同比下降6.4%至6.56亿美元,净亏损1.11亿美元,不及管理层预期和市场预期,盘后股价暴跌20%。受制于去年高基数,其实本季度肯定面临很大的比较压力,但收入同比下滑对于电商平台是不可接受的。 其实在业绩披露之前,市场就发出过预警,美银分析师最近将ContextLogic的评级从之前的“买入”下调至“中性”,12美元的目标价也是目前所有分析师中最低的。虽然投资者和对电商初创企业仍普遍看好,但短期内市场资金明显出现了摇摆。 同其他电商初创平台类似,ContextLogic也难免经历着短期业绩阵痛期,而本季度只是ContextLogic增速放缓的一个缩影。其实在2019年,公司就告别了高增长,直到疫情开始各项业务才全面复苏。我们看到本季度疫情红利褪去后,活跃卖家数、订单量、APP下载量、用户时长全线下降,ContextLogic业绩不稳定的特性暴露无遗。 电商平台初期为了扩大市场、吸引用户,高投入要忍受巨大的亏损压力。更可况wish还在自建物流体系,以减少运输时间并降低运费","text":"周四盘后,美版“美团”$DoorDash, Inc.(DASH)$ 、美版“拼多多”$ContextLogic Inc.(WISH)$ 公布了2021财年第二季度业绩,结果让人大跌眼镜。疲软的业绩指引给两家企业下半年蒙上了一层阴影,在中国顺风顺水的互联网模式却在美国举步维艰,各项成本高企增加了盈利难度,疫情红利消失后,这些企业将如何维持增长? 惨淡季报后暴跌20%,wish还有希望吗? ContextLogic是跨境电商巨头wish母公司,被称为美版“拼多多”。第二季度,公司营收同比下降6.4%至6.56亿美元,净亏损1.11亿美元,不及管理层预期和市场预期,盘后股价暴跌20%。受制于去年高基数,其实本季度肯定面临很大的比较压力,但收入同比下滑对于电商平台是不可接受的。 其实在业绩披露之前,市场就发出过预警,美银分析师最近将ContextLogic的评级从之前的“买入”下调至“中性”,12美元的目标价也是目前所有分析师中最低的。虽然投资者和对电商初创企业仍普遍看好,但短期内市场资金明显出现了摇摆。 同其他电商初创平台类似,ContextLogic也难免经历着短期业绩阵痛期,而本季度只是ContextLogic增速放缓的一个缩影。其实在2019年,公司就告别了高增长,直到疫情开始各项业务才全面复苏。我们看到本季度疫情红利褪去后,活跃卖家数、订单量、APP下载量、用户时长全线下降,ContextLogic业绩不稳定的特性暴露无遗。 电商平台初期为了扩大市场、吸引用户,高投入要忍受巨大的亏损压力。更可况wish还在自建物流体系,以减少运输时间并降低运费","images":[{"img":"https://static.tigerbbs.com/ec1a81eaadae076c7ad4253988e6724d","width":"554","height":"308"},{"img":"https://static.tigerbbs.com/5ab8c7eadc3259f3d05049d916800e0d","width":"554","height":"276"},{"img":"https://static.tigerbbs.com/3f308f991d9449be7f447958805725f0","width":"554","height":"273"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894570292","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892572143,"gmtCreate":1628678395482,"gmtModify":1631889376947,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Undervalue? Can buy for long term?","listText":"Undervalue? Can buy for long term?","text":"Undervalue? Can buy for long term?","images":[{"img":"https://static.tigerbbs.com/af2be35be8242c68c98358db9c6ea00e","width":"1080","height":"2690"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892572143","isVote":1,"tweetType":1,"viewCount":1814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":892576468,"gmtCreate":1628678359254,"gmtModify":1631889376947,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Undervalue? Can buy t long term?","listText":"Undervalue? Can buy t long term?","text":"Undervalue? Can buy t long term?","images":[{"img":"https://static.tigerbbs.com/af2be35be8242c68c98358db9c6ea00e","width":"1080","height":"2690"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892576468","isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":892644675,"gmtCreate":1628658960197,"gmtModify":1631892727209,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892644675","repostId":"1147144306","repostType":4,"repost":{"id":"1147144306","kind":"news","pubTimestamp":1628651652,"share":"https://www.laohunote.com/m/news/1147144306?lang=zh_CN&edition=full","pubTime":"2021-08-11 11:14","market":"sh","language":"en","title":"What stocks and sectors will benefit from the infrastructure bill?<blockquote>哪些股票和行业将从基础设施法案中受益?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147144306","media":"Market Wacth","summary":"What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?Thebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion","content":"<p>What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?</p><p><blockquote>在美国之后,哪些资产将获得提振。参议院周二在两党广泛支持下通过了一项约1万亿美元的基础设施建设方案,使其有可能在众议院获得通过,并由乔·拜登总统签署成为法律?</blockquote></p><p> Thebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.</p><p><blockquote>该法案重新授权现有联邦公共工程项目的支出,并向供水项目、电网和安全工作注入新的5500亿美元。其中包括1100亿美元用于道路、桥梁和其他项目,以及660亿美元用于铁路、650亿美元用于宽带互联网和550亿美元用于供水系统。</blockquote></p><p> Some analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.</p><p><blockquote>一些分析师说,该法案对经济的大部分积极影响已经被金融市场所消化,但股市有可能进一步受到提振,尤其是在人们仍然担心 COVID-19 德尔塔变异毒株可能会阻碍经济从致命大流行病中复苏的各个方面。</blockquote></p><p> “The passage of the infrastructure bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.</p><p><blockquote>“联邦金融网(Commonwealth Financial Network)投资管理主管布莱恩-普莱斯(Brian Price)在电子邮件评论中写道:”基础设施法案的通过是一个不错的头条新闻,但目前不太可能成为一个巨大的市场推动者。</blockquote></p><p> “I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.</p><p><blockquote>“他说:”我认为,在过去的几周里,很多人的热情都被消化了,投资者目前正关注其他因素。他说,这或许指的是投资者目前对美联储可能逐步减少每月1200亿美元的国债和抵押贷款支持证券购买量的关注,而这在2020年3月和4月大流行病最严重的时候曾帮助稳定了市场。</blockquote></p><p> Still, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.</p><p><blockquote>尽管如此,周二股市仍走高,道琼斯工业平均指数(Dow Jones Industrial AverageDJIA)上涨0.46%,标准普尔500SPX上涨0.10%,创下或接近历史收盘高点。据《华尔街日报》报道,该法案在上议院以69票对30票获得通过,19名共和党人也加入了民主党的行列。</blockquote></p><p> A popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the <a href=\"https://laohu8.com/S/EFFE\">Global X</a> U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.<img src=\"https://static.tigerbbs.com/d21f2ed025a84fdc2840732cbf4dff62\" tg-width=\"825\" tg-height=\"525\" referrerpolicy=\"no-referrer\">Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5</p><p><blockquote>这是一只受欢迎的交易所交易基金,提供受益于基础设施法案的股票敞口<a href=\"https://laohu8.com/S/EFFE\">全球X</a>FactSet 数据显示,美国基础设施发展 ETFPAVE(+2.19%) 周二上涨 2.2%,过去 30 天内上涨 4.7%。铺路更高?“PAVE”ETF 在过去 30 天里一直在上涨Global X US Infrastructure Development ETF 资料来源:FactSetAs 8 月 10 日下午 4 点ET2021年6月Aug.24.525.025.526.026.527.0$27.5</blockquote></p><p> PAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&P 500 and the Dow.</p><p><blockquote>PAVE(指基础设施 ETF 股票代码)在 2021 年迄今已上涨 28%,而标普500和道琼斯指数今年迄今已上涨约 15%。</blockquote></p><p> PAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.</p><p><blockquote>PAVE 持有 100 只股票,从小盘股到大盘股公司,这些公司至少 50% 的收入来自美国的基础设施建设、材料和设备供应以及相关服务。</blockquote></p><p> Similarly, the <a href=\"https://laohu8.com/S/IFRA\">iShares U.S. Infrastructure ETF</a>IFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.</p><p><blockquote>同样,<a href=\"https://laohu8.com/S/IFRA\">iShares 美国基础设施 ETF</a>IFRA 上涨 1.45%,是另一种投资基础设施的方式,周二上涨 1.3%,今年前八个月上涨近 22%。iShares ETF 还包括 20 家电力公司和 4 家水务公司,因此并不总是被视为纯粹的基础设施基金。</blockquote></p><p> The Industrial <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR ETFXLI,+1.02%,which tracks the S&P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.</p><p><blockquote>工业<a href=\"https://laohu8.com/S/SLCT\">选择</a>跟踪标普500工业部门的 SPDR ETFXLI,+1.02%,周二上涨 1%,今年迄今已上涨近 18%。</blockquote></p><p> Back in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include <a href=\"https://laohu8.com/S/TISI\">Team</a> Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and <a href=\"https://laohu8.com/S/PRIM\">Primoris</a>, which was up 2.9% on the day but down 3.6% so far this year.</p><p><blockquote>早在春季,MarketWatch 的菲利普-范-多恩(Philip van Doorn)就写道,PAVE 中大约有 20 家公司可能对投资者来说最具上涨潜力。其中包括<a href=\"https://laohu8.com/S/TISI\">团队</a>周二上涨 4.4%,但今年迄今已下跌 56%<a href=\"https://laohu8.com/S/PRIM\">滨海</a>当天上涨 2.9%,但今年迄今已下跌 3.6%。</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company names</b></td> <td><b>YTD % return</b></td> </tr> <tr> <td>Team Inc.TISI,+4.37%</td> <td>-56.83</td> </tr> <tr> <td>Primoris Services Corp.PRIM,+2.90%</td> <td>-3.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/CMCO\">Columbus McKinnon</a> Corp.CMCO,+2.03%</td> <td>17.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/BLDR\">Builders FirstSource</a> Inc.BLDR,+2.72%</td> <td>19.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/WMS\">Advanced Drainage</a> Systems Inc.WMS,+1.89%</td> <td>40%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/AIMCV\">Altra Industrial Motion Corp.</a>AIMC,+3.15%</td> <td>10.5%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/DY\">Dycom</a> IndustriesDY,-0.96%</td> <td>-5.7%</td> </tr> <tr> <td>Cleveland-Cliffs Inc.CLF,+5.05%</td> <td>78.7%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/RXN\">Rexnord</a> Corp.RXN,+1.91%</td> <td>51%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/HRI\">Herc</a> Holdings Inc.HRI,+2.28%</td> <td>90%</td> </tr> </tbody> </table> Overall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.</p><p><blockquote><table><tbody><tr><td><b>公司名称</b></td><td><b>年初至今百分比回报率</b></td></tr><tr><td>Team Inc.TISI,+4.37%</td><td>-56.83</td></tr><tr><td>Primoris Services Corp.PRIM,+2.90%</td><td>-3.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/CMCO\">哥伦布·麦金农</a>CMCO公司,+2.03%</td><td>17.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/BLDR\">建筑商第一来源</a>公司BLDR,+2.72%</td><td>19.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/WMS\">高级引流</a>Systems Inc.WMS,+1.89%</td><td>40%</td></tr><tr><td><a href=\"https://laohu8.com/S/AIMCV\">阿尔特拉工业运动公司。</a>AIMC,+3.15%</td><td>10.5%</td></tr><tr><td><a href=\"https://laohu8.com/S/DY\">戴康</a>工业日,-0.96%</td><td>-5.7%</td></tr><tr><td>克利夫兰悬崖公司 CLF,+5.05%</td><td>78.7%</td></tr><tr><td><a href=\"https://laohu8.com/S/RXN\">雷克斯诺德</a>RXN公司,+1.91%</td><td>51%</td></tr><tr><td><a href=\"https://laohu8.com/S/HRI\">赫克</a>控股公司HRI,+2.28%</td><td>90%</td></tr></tbody></table>总体而言,基础设施投资是一代人以来对道路、桥梁、隧道和美国内部运作其他领域最大的投资。</blockquote></p><p> Edward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.</p><p><blockquote>Oanda 分析师 Edward Moya 说,基础设施一揽子计划如果能在众议院迅速获得通过,将对 “推动周期性贸易 ”非常有建设性,尤其是在人们对 COVID 的德尔塔变异毒株感到担忧的情况下。</blockquote></p><p> “Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.</p><p><blockquote>“凯投宏观(Capital Economics)美国高级经济学家迈克尔-皮尔斯(Michael Pearce)在最近的一份报告中说:”支出需要几年时间才能增加,而且无论如何都将分散到十年的剩余时间里。</blockquote></p><p></p>","source":"lsy1604288433698","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>What stocks and sectors will benefit from the infrastructure bill?<blockquote>哪些股票和行业将从基础设施法案中受益?</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\">\nWhat stocks and sectors will benefit from the infrastructure bill?<blockquote>哪些股票和行业将从基础设施法案中受益?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Market Wacth</strong><span class=\"h-time small\">2021-08-11 11:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?</p><p><blockquote>在美国之后,哪些资产将获得提振。参议院周二在两党广泛支持下通过了一项约1万亿美元的基础设施建设方案,使其有可能在众议院获得通过,并由乔·拜登总统签署成为法律?</blockquote></p><p> Thebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.</p><p><blockquote>该法案重新授权现有联邦公共工程项目的支出,并向供水项目、电网和安全工作注入新的5500亿美元。其中包括1100亿美元用于道路、桥梁和其他项目,以及660亿美元用于铁路、650亿美元用于宽带互联网和550亿美元用于供水系统。</blockquote></p><p> Some analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.</p><p><blockquote>一些分析师说,该法案对经济的大部分积极影响已经被金融市场所消化,但股市有可能进一步受到提振,尤其是在人们仍然担心 COVID-19 德尔塔变异毒株可能会阻碍经济从致命大流行病中复苏的各个方面。</blockquote></p><p> “The passage of the infrastructure bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.</p><p><blockquote>“联邦金融网(Commonwealth Financial Network)投资管理主管布莱恩-普莱斯(Brian Price)在电子邮件评论中写道:”基础设施法案的通过是一个不错的头条新闻,但目前不太可能成为一个巨大的市场推动者。</blockquote></p><p> “I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.</p><p><blockquote>“他说:”我认为,在过去的几周里,很多人的热情都被消化了,投资者目前正关注其他因素。他说,这或许指的是投资者目前对美联储可能逐步减少每月1200亿美元的国债和抵押贷款支持证券购买量的关注,而这在2020年3月和4月大流行病最严重的时候曾帮助稳定了市场。</blockquote></p><p> Still, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.</p><p><blockquote>尽管如此,周二股市仍走高,道琼斯工业平均指数(Dow Jones Industrial AverageDJIA)上涨0.46%,标准普尔500SPX上涨0.10%,创下或接近历史收盘高点。据《华尔街日报》报道,该法案在上议院以69票对30票获得通过,19名共和党人也加入了民主党的行列。</blockquote></p><p> A popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the <a href=\"https://laohu8.com/S/EFFE\">Global X</a> U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.<img src=\"https://static.tigerbbs.com/d21f2ed025a84fdc2840732cbf4dff62\" tg-width=\"825\" tg-height=\"525\" referrerpolicy=\"no-referrer\">Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5</p><p><blockquote>这是一只受欢迎的交易所交易基金,提供受益于基础设施法案的股票敞口<a href=\"https://laohu8.com/S/EFFE\">全球X</a>FactSet 数据显示,美国基础设施发展 ETFPAVE(+2.19%) 周二上涨 2.2%,过去 30 天内上涨 4.7%。铺路更高?“PAVE”ETF 在过去 30 天里一直在上涨Global X US Infrastructure Development ETF 资料来源:FactSetAs 8 月 10 日下午 4 点ET2021年6月Aug.24.525.025.526.026.527.0$27.5</blockquote></p><p> PAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&P 500 and the Dow.</p><p><blockquote>PAVE(指基础设施 ETF 股票代码)在 2021 年迄今已上涨 28%,而标普500和道琼斯指数今年迄今已上涨约 15%。</blockquote></p><p> PAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.</p><p><blockquote>PAVE 持有 100 只股票,从小盘股到大盘股公司,这些公司至少 50% 的收入来自美国的基础设施建设、材料和设备供应以及相关服务。</blockquote></p><p> Similarly, the <a href=\"https://laohu8.com/S/IFRA\">iShares U.S. Infrastructure ETF</a>IFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.</p><p><blockquote>同样,<a href=\"https://laohu8.com/S/IFRA\">iShares 美国基础设施 ETF</a>IFRA 上涨 1.45%,是另一种投资基础设施的方式,周二上涨 1.3%,今年前八个月上涨近 22%。iShares ETF 还包括 20 家电力公司和 4 家水务公司,因此并不总是被视为纯粹的基础设施基金。</blockquote></p><p> The Industrial <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR ETFXLI,+1.02%,which tracks the S&P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.</p><p><blockquote>工业<a href=\"https://laohu8.com/S/SLCT\">选择</a>跟踪标普500工业部门的 SPDR ETFXLI,+1.02%,周二上涨 1%,今年迄今已上涨近 18%。</blockquote></p><p> Back in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include <a href=\"https://laohu8.com/S/TISI\">Team</a> Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and <a href=\"https://laohu8.com/S/PRIM\">Primoris</a>, which was up 2.9% on the day but down 3.6% so far this year.</p><p><blockquote>早在春季,MarketWatch 的菲利普-范-多恩(Philip van Doorn)就写道,PAVE 中大约有 20 家公司可能对投资者来说最具上涨潜力。其中包括<a href=\"https://laohu8.com/S/TISI\">团队</a>周二上涨 4.4%,但今年迄今已下跌 56%<a href=\"https://laohu8.com/S/PRIM\">滨海</a>当天上涨 2.9%,但今年迄今已下跌 3.6%。</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company names</b></td> <td><b>YTD % return</b></td> </tr> <tr> <td>Team Inc.TISI,+4.37%</td> <td>-56.83</td> </tr> <tr> <td>Primoris Services Corp.PRIM,+2.90%</td> <td>-3.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/CMCO\">Columbus McKinnon</a> Corp.CMCO,+2.03%</td> <td>17.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/BLDR\">Builders FirstSource</a> Inc.BLDR,+2.72%</td> <td>19.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/WMS\">Advanced Drainage</a> Systems Inc.WMS,+1.89%</td> <td>40%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/AIMCV\">Altra Industrial Motion Corp.</a>AIMC,+3.15%</td> <td>10.5%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/DY\">Dycom</a> IndustriesDY,-0.96%</td> <td>-5.7%</td> </tr> <tr> <td>Cleveland-Cliffs Inc.CLF,+5.05%</td> <td>78.7%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/RXN\">Rexnord</a> Corp.RXN,+1.91%</td> <td>51%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/HRI\">Herc</a> Holdings Inc.HRI,+2.28%</td> <td>90%</td> </tr> </tbody> </table> Overall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.</p><p><blockquote><table><tbody><tr><td><b>公司名称</b></td><td><b>年初至今百分比回报率</b></td></tr><tr><td>Team Inc.TISI,+4.37%</td><td>-56.83</td></tr><tr><td>Primoris Services Corp.PRIM,+2.90%</td><td>-3.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/CMCO\">哥伦布·麦金农</a>CMCO公司,+2.03%</td><td>17.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/BLDR\">建筑商第一来源</a>公司BLDR,+2.72%</td><td>19.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/WMS\">高级引流</a>Systems Inc.WMS,+1.89%</td><td>40%</td></tr><tr><td><a href=\"https://laohu8.com/S/AIMCV\">阿尔特拉工业运动公司。</a>AIMC,+3.15%</td><td>10.5%</td></tr><tr><td><a href=\"https://laohu8.com/S/DY\">戴康</a>工业日,-0.96%</td><td>-5.7%</td></tr><tr><td>克利夫兰悬崖公司 CLF,+5.05%</td><td>78.7%</td></tr><tr><td><a href=\"https://laohu8.com/S/RXN\">雷克斯诺德</a>RXN公司,+1.91%</td><td>51%</td></tr><tr><td><a href=\"https://laohu8.com/S/HRI\">赫克</a>控股公司HRI,+2.28%</td><td>90%</td></tr></tbody></table>总体而言,基础设施投资是一代人以来对道路、桥梁、隧道和美国内部运作其他领域最大的投资。</blockquote></p><p> Edward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.</p><p><blockquote>Oanda 分析师 Edward Moya 说,基础设施一揽子计划如果能在众议院迅速获得通过,将对 “推动周期性贸易 ”非常有建设性,尤其是在人们对 COVID 的德尔塔变异毒株感到担忧的情况下。</blockquote></p><p> “Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.</p><p><blockquote>“凯投宏观(Capital Economics)美国高级经济学家迈克尔-皮尔斯(Michael Pearce)在最近的一份报告中说:”支出需要几年时间才能增加,而且无论如何都将分散到十年的剩余时间里。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/what-stocks-and-sectors-will-benefit-from-the-infrastructure-bill-11628628331?mod=home-page\">Market Wacth</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":{"XLI":"工业指数ETF-SPDR","PRIM":"Primoris Services Corporation","DY":"戴康工业","TISI":"Team Inc","CLF":"克利夫兰克里夫","BLDR":"Builders FirstSource","CMCO":"哥伦布-麦金农","HRI":"Herc Holdings Inc.","WMS":"Advanced Drainage","IFRA":"iShares U.S. Infrastructure ETF"},"source_url":"https://www.marketwatch.com/story/what-stocks-and-sectors-will-benefit-from-the-infrastructure-bill-11628628331?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147144306","content_text":"What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?\nThebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.\nSome analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.\n“The passage of the infrastructure bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.\n“I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.\nStill, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.\nA popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the Global X U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5\nPAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&P 500 and the Dow.\nPAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.\nSimilarly, the iShares U.S. Infrastructure ETFIFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.\nThe Industrial Select Sector SPDR ETFXLI,+1.02%,which tracks the S&P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.\nBack in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include Team Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and Primoris, which was up 2.9% on the day but down 3.6% so far this year.\n\n\n\nCompany names\nYTD % return\n\n\nTeam Inc.TISI,+4.37%\n-56.83\n\n\nPrimoris Services Corp.PRIM,+2.90%\n-3.6%\n\n\nColumbus McKinnon Corp.CMCO,+2.03%\n17.6%\n\n\nBuilders FirstSource Inc.BLDR,+2.72%\n19.6%\n\n\nAdvanced Drainage Systems Inc.WMS,+1.89%\n40%\n\n\nAltra Industrial Motion Corp.AIMC,+3.15%\n10.5%\n\n\nDycom IndustriesDY,-0.96%\n-5.7%\n\n\nCleveland-Cliffs Inc.CLF,+5.05%\n78.7%\n\n\nRexnord Corp.RXN,+1.91%\n51%\n\n\nHerc Holdings Inc.HRI,+2.28%\n90%\n\n\n\nOverall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.\nEdward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.\n“Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.","news_type":1,"symbols_score_info":{"CLF":0.9,"PRIM":0.9,"WMS":0.9,"BLDR":0.9,"CMCO":0.9,"RXN":0.9,"DY":0.9,"HRI":0.9,"XLI":0.9,"AIMC":0.9,"IFRA":0.9,"TISI":0.9}},"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892645655,"gmtCreate":1628658878677,"gmtModify":1631892727210,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Like and comment. Thanks all🙏","listText":"Like and comment. Thanks all🙏","text":"Like and comment. Thanks all🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/892645655","repostId":"1147144306","repostType":4,"repost":{"id":"1147144306","kind":"news","pubTimestamp":1628651652,"share":"https://www.laohunote.com/m/news/1147144306?lang=zh_CN&edition=full","pubTime":"2021-08-11 11:14","market":"sh","language":"en","title":"What stocks and sectors will benefit from the infrastructure bill?<blockquote>哪些股票和行业将从基础设施法案中受益?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147144306","media":"Market Wacth","summary":"What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?Thebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion","content":"<p>What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?</p><p><blockquote>在美国之后,哪些资产将获得提振。参议院周二在两党广泛支持下通过了一项约1万亿美元的基础设施建设方案,使其有可能在众议院获得通过,并由乔·拜登总统签署成为法律?</blockquote></p><p> Thebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.</p><p><blockquote>该法案重新授权现有联邦公共工程项目的支出,并向供水项目、电网和安全工作注入新的5500亿美元。其中包括1100亿美元用于道路、桥梁和其他项目,以及660亿美元用于铁路、650亿美元用于宽带互联网和550亿美元用于供水系统。</blockquote></p><p> Some analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.</p><p><blockquote>一些分析师说,该法案对经济的大部分积极影响已经被金融市场所消化,但股市有可能进一步受到提振,尤其是在人们仍然担心 COVID-19 德尔塔变异毒株可能会阻碍经济从致命大流行病中复苏的各个方面。</blockquote></p><p> “The passage of the infrastructure bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.</p><p><blockquote>“联邦金融网(Commonwealth Financial Network)投资管理主管布莱恩-普莱斯(Brian Price)在电子邮件评论中写道:”基础设施法案的通过是一个不错的头条新闻,但目前不太可能成为一个巨大的市场推动者。</blockquote></p><p> “I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.</p><p><blockquote>“他说:”我认为,在过去的几周里,很多人的热情都被消化了,投资者目前正关注其他因素。他说,这或许指的是投资者目前对美联储可能逐步减少每月1200亿美元的国债和抵押贷款支持证券购买量的关注,而这在2020年3月和4月大流行病最严重的时候曾帮助稳定了市场。</blockquote></p><p> Still, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.</p><p><blockquote>尽管如此,周二股市仍走高,道琼斯工业平均指数(Dow Jones Industrial AverageDJIA)上涨0.46%,标准普尔500SPX上涨0.10%,创下或接近历史收盘高点。据《华尔街日报》报道,该法案在上议院以69票对30票获得通过,19名共和党人也加入了民主党的行列。</blockquote></p><p> A popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the <a href=\"https://laohu8.com/S/EFFE\">Global X</a> U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.<img src=\"https://static.tigerbbs.com/d21f2ed025a84fdc2840732cbf4dff62\" tg-width=\"825\" tg-height=\"525\" referrerpolicy=\"no-referrer\">Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5</p><p><blockquote>这是一只受欢迎的交易所交易基金,提供受益于基础设施法案的股票敞口<a href=\"https://laohu8.com/S/EFFE\">全球X</a>FactSet 数据显示,美国基础设施发展 ETFPAVE(+2.19%) 周二上涨 2.2%,过去 30 天内上涨 4.7%。铺路更高?“PAVE”ETF 在过去 30 天里一直在上涨Global X US Infrastructure Development ETF 资料来源:FactSetAs 8 月 10 日下午 4 点ET2021年6月Aug.24.525.025.526.026.527.0$27.5</blockquote></p><p> PAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&P 500 and the Dow.</p><p><blockquote>PAVE(指基础设施 ETF 股票代码)在 2021 年迄今已上涨 28%,而标普500和道琼斯指数今年迄今已上涨约 15%。</blockquote></p><p> PAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.</p><p><blockquote>PAVE 持有 100 只股票,从小盘股到大盘股公司,这些公司至少 50% 的收入来自美国的基础设施建设、材料和设备供应以及相关服务。</blockquote></p><p> Similarly, the <a href=\"https://laohu8.com/S/IFRA\">iShares U.S. Infrastructure ETF</a>IFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.</p><p><blockquote>同样,<a href=\"https://laohu8.com/S/IFRA\">iShares 美国基础设施 ETF</a>IFRA 上涨 1.45%,是另一种投资基础设施的方式,周二上涨 1.3%,今年前八个月上涨近 22%。iShares ETF 还包括 20 家电力公司和 4 家水务公司,因此并不总是被视为纯粹的基础设施基金。</blockquote></p><p> The Industrial <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR ETFXLI,+1.02%,which tracks the S&P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.</p><p><blockquote>工业<a href=\"https://laohu8.com/S/SLCT\">选择</a>跟踪标普500工业部门的 SPDR ETFXLI,+1.02%,周二上涨 1%,今年迄今已上涨近 18%。</blockquote></p><p> Back in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include <a href=\"https://laohu8.com/S/TISI\">Team</a> Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and <a href=\"https://laohu8.com/S/PRIM\">Primoris</a>, which was up 2.9% on the day but down 3.6% so far this year.</p><p><blockquote>早在春季,MarketWatch 的菲利普-范-多恩(Philip van Doorn)就写道,PAVE 中大约有 20 家公司可能对投资者来说最具上涨潜力。其中包括<a href=\"https://laohu8.com/S/TISI\">团队</a>周二上涨 4.4%,但今年迄今已下跌 56%<a href=\"https://laohu8.com/S/PRIM\">滨海</a>当天上涨 2.9%,但今年迄今已下跌 3.6%。</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company names</b></td> <td><b>YTD % return</b></td> </tr> <tr> <td>Team Inc.TISI,+4.37%</td> <td>-56.83</td> </tr> <tr> <td>Primoris Services Corp.PRIM,+2.90%</td> <td>-3.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/CMCO\">Columbus McKinnon</a> Corp.CMCO,+2.03%</td> <td>17.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/BLDR\">Builders FirstSource</a> Inc.BLDR,+2.72%</td> <td>19.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/WMS\">Advanced Drainage</a> Systems Inc.WMS,+1.89%</td> <td>40%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/AIMCV\">Altra Industrial Motion Corp.</a>AIMC,+3.15%</td> <td>10.5%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/DY\">Dycom</a> IndustriesDY,-0.96%</td> <td>-5.7%</td> </tr> <tr> <td>Cleveland-Cliffs Inc.CLF,+5.05%</td> <td>78.7%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/RXN\">Rexnord</a> Corp.RXN,+1.91%</td> <td>51%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/HRI\">Herc</a> Holdings Inc.HRI,+2.28%</td> <td>90%</td> </tr> </tbody> </table> Overall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.</p><p><blockquote><table><tbody><tr><td><b>公司名称</b></td><td><b>年初至今百分比回报率</b></td></tr><tr><td>Team Inc.TISI,+4.37%</td><td>-56.83</td></tr><tr><td>Primoris Services Corp.PRIM,+2.90%</td><td>-3.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/CMCO\">哥伦布·麦金农</a>CMCO公司,+2.03%</td><td>17.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/BLDR\">建筑商第一来源</a>公司BLDR,+2.72%</td><td>19.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/WMS\">高级引流</a>Systems Inc.WMS,+1.89%</td><td>40%</td></tr><tr><td><a href=\"https://laohu8.com/S/AIMCV\">阿尔特拉工业运动公司。</a>AIMC,+3.15%</td><td>10.5%</td></tr><tr><td><a href=\"https://laohu8.com/S/DY\">戴康</a>工业日,-0.96%</td><td>-5.7%</td></tr><tr><td>克利夫兰悬崖公司 CLF,+5.05%</td><td>78.7%</td></tr><tr><td><a href=\"https://laohu8.com/S/RXN\">雷克斯诺德</a>RXN公司,+1.91%</td><td>51%</td></tr><tr><td><a href=\"https://laohu8.com/S/HRI\">赫克</a>控股公司HRI,+2.28%</td><td>90%</td></tr></tbody></table>总体而言,基础设施投资是一代人以来对道路、桥梁、隧道和美国内部运作其他领域最大的投资。</blockquote></p><p> Edward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.</p><p><blockquote>Oanda 分析师 Edward Moya 说,基础设施一揽子计划如果能在众议院迅速获得通过,将对 “推动周期性贸易 ”非常有建设性,尤其是在人们对 COVID 的德尔塔变异毒株感到担忧的情况下。</blockquote></p><p> “Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.</p><p><blockquote>“凯投宏观(Capital Economics)美国高级经济学家迈克尔-皮尔斯(Michael Pearce)在最近的一份报告中说:”支出需要几年时间才能增加,而且无论如何都将分散到十年的剩余时间里。</blockquote></p><p></p>","source":"lsy1604288433698","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>What stocks and sectors will benefit from the infrastructure bill?<blockquote>哪些股票和行业将从基础设施法案中受益?</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\">\nWhat stocks and sectors will benefit from the infrastructure bill?<blockquote>哪些股票和行业将从基础设施法案中受益?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Market Wacth</strong><span class=\"h-time small\">2021-08-11 11:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?</p><p><blockquote>在美国之后,哪些资产将获得提振。参议院周二在两党广泛支持下通过了一项约1万亿美元的基础设施建设方案,使其有可能在众议院获得通过,并由乔·拜登总统签署成为法律?</blockquote></p><p> Thebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.</p><p><blockquote>该法案重新授权现有联邦公共工程项目的支出,并向供水项目、电网和安全工作注入新的5500亿美元。其中包括1100亿美元用于道路、桥梁和其他项目,以及660亿美元用于铁路、650亿美元用于宽带互联网和550亿美元用于供水系统。</blockquote></p><p> Some analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.</p><p><blockquote>一些分析师说,该法案对经济的大部分积极影响已经被金融市场所消化,但股市有可能进一步受到提振,尤其是在人们仍然担心 COVID-19 德尔塔变异毒株可能会阻碍经济从致命大流行病中复苏的各个方面。</blockquote></p><p> “The passage of the infrastructure bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.</p><p><blockquote>“联邦金融网(Commonwealth Financial Network)投资管理主管布莱恩-普莱斯(Brian Price)在电子邮件评论中写道:”基础设施法案的通过是一个不错的头条新闻,但目前不太可能成为一个巨大的市场推动者。</blockquote></p><p> “I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.</p><p><blockquote>“他说:”我认为,在过去的几周里,很多人的热情都被消化了,投资者目前正关注其他因素。他说,这或许指的是投资者目前对美联储可能逐步减少每月1200亿美元的国债和抵押贷款支持证券购买量的关注,而这在2020年3月和4月大流行病最严重的时候曾帮助稳定了市场。</blockquote></p><p> Still, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.</p><p><blockquote>尽管如此,周二股市仍走高,道琼斯工业平均指数(Dow Jones Industrial AverageDJIA)上涨0.46%,标准普尔500SPX上涨0.10%,创下或接近历史收盘高点。据《华尔街日报》报道,该法案在上议院以69票对30票获得通过,19名共和党人也加入了民主党的行列。</blockquote></p><p> A popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the <a href=\"https://laohu8.com/S/EFFE\">Global X</a> U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.<img src=\"https://static.tigerbbs.com/d21f2ed025a84fdc2840732cbf4dff62\" tg-width=\"825\" tg-height=\"525\" referrerpolicy=\"no-referrer\">Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5</p><p><blockquote>这是一只受欢迎的交易所交易基金,提供受益于基础设施法案的股票敞口<a href=\"https://laohu8.com/S/EFFE\">全球X</a>FactSet 数据显示,美国基础设施发展 ETFPAVE(+2.19%) 周二上涨 2.2%,过去 30 天内上涨 4.7%。铺路更高?“PAVE”ETF 在过去 30 天里一直在上涨Global X US Infrastructure Development ETF 资料来源:FactSetAs 8 月 10 日下午 4 点ET2021年6月Aug.24.525.025.526.026.527.0$27.5</blockquote></p><p> PAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&P 500 and the Dow.</p><p><blockquote>PAVE(指基础设施 ETF 股票代码)在 2021 年迄今已上涨 28%,而标普500和道琼斯指数今年迄今已上涨约 15%。</blockquote></p><p> PAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.</p><p><blockquote>PAVE 持有 100 只股票,从小盘股到大盘股公司,这些公司至少 50% 的收入来自美国的基础设施建设、材料和设备供应以及相关服务。</blockquote></p><p> Similarly, the <a href=\"https://laohu8.com/S/IFRA\">iShares U.S. Infrastructure ETF</a>IFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.</p><p><blockquote>同样,<a href=\"https://laohu8.com/S/IFRA\">iShares 美国基础设施 ETF</a>IFRA 上涨 1.45%,是另一种投资基础设施的方式,周二上涨 1.3%,今年前八个月上涨近 22%。iShares ETF 还包括 20 家电力公司和 4 家水务公司,因此并不总是被视为纯粹的基础设施基金。</blockquote></p><p> The Industrial <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR ETFXLI,+1.02%,which tracks the S&P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.</p><p><blockquote>工业<a href=\"https://laohu8.com/S/SLCT\">选择</a>跟踪标普500工业部门的 SPDR ETFXLI,+1.02%,周二上涨 1%,今年迄今已上涨近 18%。</blockquote></p><p> Back in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include <a href=\"https://laohu8.com/S/TISI\">Team</a> Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and <a href=\"https://laohu8.com/S/PRIM\">Primoris</a>, which was up 2.9% on the day but down 3.6% so far this year.</p><p><blockquote>早在春季,MarketWatch 的菲利普-范-多恩(Philip van Doorn)就写道,PAVE 中大约有 20 家公司可能对投资者来说最具上涨潜力。其中包括<a href=\"https://laohu8.com/S/TISI\">团队</a>周二上涨 4.4%,但今年迄今已下跌 56%<a href=\"https://laohu8.com/S/PRIM\">滨海</a>当天上涨 2.9%,但今年迄今已下跌 3.6%。</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company names</b></td> <td><b>YTD % return</b></td> </tr> <tr> <td>Team Inc.TISI,+4.37%</td> <td>-56.83</td> </tr> <tr> <td>Primoris Services Corp.PRIM,+2.90%</td> <td>-3.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/CMCO\">Columbus McKinnon</a> Corp.CMCO,+2.03%</td> <td>17.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/BLDR\">Builders FirstSource</a> Inc.BLDR,+2.72%</td> <td>19.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/WMS\">Advanced Drainage</a> Systems Inc.WMS,+1.89%</td> <td>40%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/AIMCV\">Altra Industrial Motion Corp.</a>AIMC,+3.15%</td> <td>10.5%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/DY\">Dycom</a> IndustriesDY,-0.96%</td> <td>-5.7%</td> </tr> <tr> <td>Cleveland-Cliffs Inc.CLF,+5.05%</td> <td>78.7%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/RXN\">Rexnord</a> Corp.RXN,+1.91%</td> <td>51%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/HRI\">Herc</a> Holdings Inc.HRI,+2.28%</td> <td>90%</td> </tr> </tbody> </table> Overall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.</p><p><blockquote><table><tbody><tr><td><b>公司名称</b></td><td><b>年初至今百分比回报率</b></td></tr><tr><td>Team Inc.TISI,+4.37%</td><td>-56.83</td></tr><tr><td>Primoris Services Corp.PRIM,+2.90%</td><td>-3.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/CMCO\">哥伦布·麦金农</a>CMCO公司,+2.03%</td><td>17.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/BLDR\">建筑商第一来源</a>公司BLDR,+2.72%</td><td>19.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/WMS\">高级引流</a>Systems Inc.WMS,+1.89%</td><td>40%</td></tr><tr><td><a href=\"https://laohu8.com/S/AIMCV\">阿尔特拉工业运动公司。</a>AIMC,+3.15%</td><td>10.5%</td></tr><tr><td><a href=\"https://laohu8.com/S/DY\">戴康</a>工业日,-0.96%</td><td>-5.7%</td></tr><tr><td>克利夫兰悬崖公司 CLF,+5.05%</td><td>78.7%</td></tr><tr><td><a href=\"https://laohu8.com/S/RXN\">雷克斯诺德</a>RXN公司,+1.91%</td><td>51%</td></tr><tr><td><a href=\"https://laohu8.com/S/HRI\">赫克</a>控股公司HRI,+2.28%</td><td>90%</td></tr></tbody></table>总体而言,基础设施投资是一代人以来对道路、桥梁、隧道和美国内部运作其他领域最大的投资。</blockquote></p><p> Edward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.</p><p><blockquote>Oanda 分析师 Edward Moya 说,基础设施一揽子计划如果能在众议院迅速获得通过,将对 “推动周期性贸易 ”非常有建设性,尤其是在人们对 COVID 的德尔塔变异毒株感到担忧的情况下。</blockquote></p><p> “Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.</p><p><blockquote>“凯投宏观(Capital Economics)美国高级经济学家迈克尔-皮尔斯(Michael Pearce)在最近的一份报告中说:”支出需要几年时间才能增加,而且无论如何都将分散到十年的剩余时间里。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/what-stocks-and-sectors-will-benefit-from-the-infrastructure-bill-11628628331?mod=home-page\">Market Wacth</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":{"XLI":"工业指数ETF-SPDR","PRIM":"Primoris Services Corporation","DY":"戴康工业","TISI":"Team Inc","CLF":"克利夫兰克里夫","BLDR":"Builders FirstSource","CMCO":"哥伦布-麦金农","HRI":"Herc Holdings Inc.","WMS":"Advanced Drainage","IFRA":"iShares U.S. Infrastructure ETF"},"source_url":"https://www.marketwatch.com/story/what-stocks-and-sectors-will-benefit-from-the-infrastructure-bill-11628628331?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147144306","content_text":"What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?\nThebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.\nSome analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.\n“The passage of the infrastructure bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.\n“I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.\nStill, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.\nA popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the Global X U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5\nPAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&P 500 and the Dow.\nPAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.\nSimilarly, the iShares U.S. Infrastructure ETFIFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.\nThe Industrial Select Sector SPDR ETFXLI,+1.02%,which tracks the S&P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.\nBack in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include Team Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and Primoris, which was up 2.9% on the day but down 3.6% so far this year.\n\n\n\nCompany names\nYTD % return\n\n\nTeam Inc.TISI,+4.37%\n-56.83\n\n\nPrimoris Services Corp.PRIM,+2.90%\n-3.6%\n\n\nColumbus McKinnon Corp.CMCO,+2.03%\n17.6%\n\n\nBuilders FirstSource Inc.BLDR,+2.72%\n19.6%\n\n\nAdvanced Drainage Systems Inc.WMS,+1.89%\n40%\n\n\nAltra Industrial Motion Corp.AIMC,+3.15%\n10.5%\n\n\nDycom IndustriesDY,-0.96%\n-5.7%\n\n\nCleveland-Cliffs Inc.CLF,+5.05%\n78.7%\n\n\nRexnord Corp.RXN,+1.91%\n51%\n\n\nHerc Holdings Inc.HRI,+2.28%\n90%\n\n\n\nOverall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.\nEdward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.\n“Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.","news_type":1,"symbols_score_info":{"CLF":0.9,"PRIM":0.9,"WMS":0.9,"BLDR":0.9,"CMCO":0.9,"RXN":0.9,"DY":0.9,"HRI":0.9,"XLI":0.9,"AIMC":0.9,"IFRA":0.9,"TISI":0.9}},"isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896121748,"gmtCreate":1628562612184,"gmtModify":1631892727217,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"... Is this company good","listText":"... Is this company good","text":"... Is this company good","images":[{"img":"https://static.tigerbbs.com/b230424c661ffdbb72a0f108f5d44c28","width":"1080","height":"1691"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896121748","isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":896014475,"gmtCreate":1628533718097,"gmtModify":1631892727220,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Is this company good to invest?","listText":"Is this company good to invest?","text":"Is this company good to invest?","images":[{"img":"https://static.tigerbbs.com/bae1e4b8f36d1437cb42f16273c96b5b","width":"1080","height":"1859"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896014475","isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":896032270,"gmtCreate":1628530332690,"gmtModify":1631892727221,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Like and comment thanks","listText":"Like and comment thanks","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896032270","repostId":"1132727199","repostType":4,"repost":{"id":"1132727199","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":1628517118,"share":"https://www.laohunote.com/m/news/1132727199?lang=zh_CN&edition=full","pubTime":"2021-08-09 21:51","market":"us","language":"en","title":"Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.<blockquote>特斯拉股价在早盘交易中上涨 2%,此前杰富瑞将其评级上调至 “买入 ”,目标价从之前的 700 美元上调至 850 美元。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132727199","media":"Tiger Newspress","summary":"Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.\n\n\n\n\n\nThe stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.","content":"<p>Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.</p><p><blockquote>特斯拉股价在早盘交易中上涨 2%,此前杰富瑞将其评级上调至 “买入 ”,目标价从之前的 700 美元上调至 850 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bf0e45da8943229703cc302cf4771aef\" tg-width=\"1273\" tg-height=\"631\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.</p><p><blockquote>该券商此前对该股的评级为 “中性 ”。新的目标价比该股周五收盘价 699.10 美元高出 21.6%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.<blockquote>特斯拉股价在早盘交易中上涨 2%,此前杰富瑞将其评级上调至 “买入 ”,目标价从之前的 700 美元上调至 850 美元。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.<blockquote>特斯拉股价在早盘交易中上涨 2%,此前杰富瑞将其评级上调至 “买入 ”,目标价从之前的 700 美元上调至 850 美元。</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\">2021-08-09 21:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.</p><p><blockquote>特斯拉股价在早盘交易中上涨 2%,此前杰富瑞将其评级上调至 “买入 ”,目标价从之前的 700 美元上调至 850 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bf0e45da8943229703cc302cf4771aef\" tg-width=\"1273\" tg-height=\"631\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.</p><p><blockquote>该券商此前对该股的评级为 “中性 ”。新的目标价比该股周五收盘价 699.10 美元高出 21.6%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132727199","content_text":"Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.\n\nThe stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891502421,"gmtCreate":1628396398263,"gmtModify":1631892727223,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Approved for emergency used only... Not the ultimate cure","listText":"Approved for emergency used only... Not the ultimate cure","text":"Approved for emergency used only... Not the ultimate cure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891502421","repostId":"2157492839","repostType":4,"isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891236017,"gmtCreate":1628390525639,"gmtModify":1631892727227,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Written by motley fool","listText":"Written by motley fool","text":"Written by motley fool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891236017","repostId":"1159872041","repostType":4,"repost":{"id":"1159872041","kind":"news","pubTimestamp":1628385224,"share":"https://www.laohunote.com/m/news/1159872041?lang=zh_CN&edition=full","pubTime":"2021-08-08 09:13","market":"us","language":"en","title":"Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票:走向 1,200 美元?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159872041","media":"Motley Fool","summary":"Tesla deliveries more than doubled year over year in Q2.Rising demand for electric vehicles could benefit Tesla.Investors should exercise caution when it comes to analysts' price targets.It's been a wild year for Teslastock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.In February,Piper Sandler analys","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Tesla deliveries more than doubled year over year in Q2.</li> <li>Rising demand for electric vehicles could benefit Tesla.</li> <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for <b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the <b>S&P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度交付量同比增长一倍多。</li><li>对电动汽车不断增长的需求可能会使特斯拉受益。</li><li>投资者在谈到分析师的目标价时应谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>(纳斯达克股票代码:TSLA)股票。今年年初,股价最初飙升超过 20%。但该股现在已经回吐了所有这些涨幅,今年迄今为止的回报率为负 1%。这意味着该股的表现明显逊于<b>标普500</b>今年增长了 18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会上涨。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b> analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>二月份,<b>派珀·桑德勒</b>分析师 Alexander Potter 做出了大胆的看涨期权,将 The Growth 股票的 12 个月目标价从 515 美元上调至 1,200 美元。他表示,特斯拉的交付量可能会从 2020 年的 50 万辆增加到今年的近 90 万辆。当然,这一预测是在全球供应短缺恶化之前做出的。然而,特斯拉发展极其迅速。该公司第二季度的交付量比去年同期增加了一倍多,达到 201,304 辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>特斯拉上月底发布第二季度财报后,该分析师重申了这一目标,并指出该公司似乎有望从市场份额增长、公司自动驾驶软件的货币化以及特斯拉能源业务中“被低估的机会”中受益。业务,其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外,波特指出,特斯拉第二季度营业利润率强劲,高达 11%,他预计特斯拉最近推出的 Autopilot 订阅服务将逐步改善这一利润率。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8 月 3 日,波特再次重申了该股的跑赢大盘评级和 1,200 美元的目标价,并表示“我们仍然非常喜欢这只股票”。他指出,总体而言,对电池电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么什么给出了呢?</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的可以上涨到 1,200 美元,为什么这么多投资者似乎认为该股票的价值如此之低(基于撰写本文时该股票的价格略低于 700 美元)。毕竟,如果投资者普遍认为特斯拉股票在未来 12 个月内可能达到 1,200 美元,那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为该股的前瞻性估值。截至撰写本文时,特斯拉股票的市盈率约为 370,预计未来几年将实现强劲增长。由于该公司的估值主要基于遥远未来的利润,因此对特斯拉未来增长轨迹的看法略有不同,就会对当今该股的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此,投资者不应仅仅因为一位分析师对股票设定了较高的目标价就迅速购买特斯拉股票。尽管如此,波特对特斯拉强劲的业务势头确实有一些优点。就连特斯拉本身也重申了今年汽车交付量增长 50% 以上的指导,而这一指导是在世界各地许多公司(包括特斯拉)受到供应链短缺负面影响之际提供的。此外,特斯拉管理层在第二季度更新中指出,第三季度对其汽车的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票 1,200 美元的目标价很难证明其合理性,但股价可能足够低,投资者可以开始少量持有该股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票:走向 1,200 美元?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $1,200?<blockquote>特斯拉股票:走向 1,200 美元?</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\">2021-08-08 09:13</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>Tesla deliveries more than doubled year over year in Q2.</li> <li>Rising demand for electric vehicles could benefit Tesla.</li> <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for <b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the <b>S&P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度交付量同比增长一倍多。</li><li>对电动汽车不断增长的需求可能会使特斯拉受益。</li><li>投资者在谈到分析师的目标价时应谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>(纳斯达克股票代码:TSLA)股票。今年年初,股价最初飙升超过 20%。但该股现在已经回吐了所有这些涨幅,今年迄今为止的回报率为负 1%。这意味着该股的表现明显逊于<b>标普500</b>今年增长了 18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会上涨。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b> analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>二月份,<b>派珀·桑德勒</b>分析师 Alexander Potter 做出了大胆的看涨期权,将 The Growth 股票的 12 个月目标价从 515 美元上调至 1,200 美元。他表示,特斯拉的交付量可能会从 2020 年的 50 万辆增加到今年的近 90 万辆。当然,这一预测是在全球供应短缺恶化之前做出的。然而,特斯拉发展极其迅速。该公司第二季度的交付量比去年同期增加了一倍多,达到 201,304 辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>特斯拉上月底发布第二季度财报后,该分析师重申了这一目标,并指出该公司似乎有望从市场份额增长、公司自动驾驶软件的货币化以及特斯拉能源业务中“被低估的机会”中受益。业务,其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外,波特指出,特斯拉第二季度营业利润率强劲,高达 11%,他预计特斯拉最近推出的 Autopilot 订阅服务将逐步改善这一利润率。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8 月 3 日,波特再次重申了该股的跑赢大盘评级和 1,200 美元的目标价,并表示“我们仍然非常喜欢这只股票”。他指出,总体而言,对电池电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么什么给出了呢?</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的可以上涨到 1,200 美元,为什么这么多投资者似乎认为该股票的价值如此之低(基于撰写本文时该股票的价格略低于 700 美元)。毕竟,如果投资者普遍认为特斯拉股票在未来 12 个月内可能达到 1,200 美元,那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为该股的前瞻性估值。截至撰写本文时,特斯拉股票的市盈率约为 370,预计未来几年将实现强劲增长。由于该公司的估值主要基于遥远未来的利润,因此对特斯拉未来增长轨迹的看法略有不同,就会对当今该股的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此,投资者不应仅仅因为一位分析师对股票设定了较高的目标价就迅速购买特斯拉股票。尽管如此,波特对特斯拉强劲的业务势头确实有一些优点。就连特斯拉本身也重申了今年汽车交付量增长 50% 以上的指导,而这一指导是在世界各地许多公司(包括特斯拉)受到供应链短缺负面影响之际提供的。此外,特斯拉管理层在第二季度更新中指出,第三季度对其汽车的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票 1,200 美元的目标价很难证明其合理性,但股价可能足够低,投资者可以开始少量持有该股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/\">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":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159872041","content_text":"Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets.\n\nIt's been a wild year for Tesla(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.\nBut one analyst thinks the stock could take off.\n\"We still really like this stock.\"\nIn February,Piper Sandler analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.\nFollowing Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.\nFurther, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.\nOn Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.\nSo what gives?\nIf shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.\nThe issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.\nInvestors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.\nWhile a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891238031,"gmtCreate":1628390480723,"gmtModify":1631892727229,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Comment and like please","listText":"Comment and like please","text":"Comment and like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/891238031","repostId":"1159872041","repostType":4,"repost":{"id":"1159872041","kind":"news","pubTimestamp":1628385224,"share":"https://www.laohunote.com/m/news/1159872041?lang=zh_CN&edition=full","pubTime":"2021-08-08 09:13","market":"us","language":"en","title":"Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票:走向 1,200 美元?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159872041","media":"Motley Fool","summary":"Tesla deliveries more than doubled year over year in Q2.Rising demand for electric vehicles could benefit Tesla.Investors should exercise caution when it comes to analysts' price targets.It's been a wild year for Teslastock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.In February,Piper Sandler analys","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Tesla deliveries more than doubled year over year in Q2.</li> <li>Rising demand for electric vehicles could benefit Tesla.</li> <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for <b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the <b>S&P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度交付量同比增长一倍多。</li><li>对电动汽车不断增长的需求可能会使特斯拉受益。</li><li>投资者在谈到分析师的目标价时应谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>(纳斯达克股票代码:TSLA)股票。今年年初,股价最初飙升超过 20%。但该股现在已经回吐了所有这些涨幅,今年迄今为止的回报率为负 1%。这意味着该股的表现明显逊于<b>标普500</b>今年增长了 18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会上涨。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b> analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>二月份,<b>派珀·桑德勒</b>分析师 Alexander Potter 做出了大胆的看涨期权,将 The Growth 股票的 12 个月目标价从 515 美元上调至 1,200 美元。他表示,特斯拉的交付量可能会从 2020 年的 50 万辆增加到今年的近 90 万辆。当然,这一预测是在全球供应短缺恶化之前做出的。然而,特斯拉发展极其迅速。该公司第二季度的交付量比去年同期增加了一倍多,达到 201,304 辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>特斯拉上月底发布第二季度财报后,该分析师重申了这一目标,并指出该公司似乎有望从市场份额增长、公司自动驾驶软件的货币化以及特斯拉能源业务中“被低估的机会”中受益。业务,其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外,波特指出,特斯拉第二季度营业利润率强劲,高达 11%,他预计特斯拉最近推出的 Autopilot 订阅服务将逐步改善这一利润率。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8 月 3 日,波特再次重申了该股的跑赢大盘评级和 1,200 美元的目标价,并表示“我们仍然非常喜欢这只股票”。他指出,总体而言,对电池电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么什么给出了呢?</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的可以上涨到 1,200 美元,为什么这么多投资者似乎认为该股票的价值如此之低(基于撰写本文时该股票的价格略低于 700 美元)。毕竟,如果投资者普遍认为特斯拉股票在未来 12 个月内可能达到 1,200 美元,那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为该股的前瞻性估值。截至撰写本文时,特斯拉股票的市盈率约为 370,预计未来几年将实现强劲增长。由于该公司的估值主要基于遥远未来的利润,因此对特斯拉未来增长轨迹的看法略有不同,就会对当今该股的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此,投资者不应仅仅因为一位分析师对股票设定了较高的目标价就迅速购买特斯拉股票。尽管如此,波特对特斯拉强劲的业务势头确实有一些优点。就连特斯拉本身也重申了今年汽车交付量增长 50% 以上的指导,而这一指导是在世界各地许多公司(包括特斯拉)受到供应链短缺负面影响之际提供的。此外,特斯拉管理层在第二季度更新中指出,第三季度对其汽车的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票 1,200 美元的目标价很难证明其合理性,但股价可能足够低,投资者可以开始少量持有该股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票:走向 1,200 美元?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $1,200?<blockquote>特斯拉股票:走向 1,200 美元?</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\">2021-08-08 09:13</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>Tesla deliveries more than doubled year over year in Q2.</li> <li>Rising demand for electric vehicles could benefit Tesla.</li> <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for <b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the <b>S&P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度交付量同比增长一倍多。</li><li>对电动汽车不断增长的需求可能会使特斯拉受益。</li><li>投资者在谈到分析师的目标价时应谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>(纳斯达克股票代码:TSLA)股票。今年年初,股价最初飙升超过 20%。但该股现在已经回吐了所有这些涨幅,今年迄今为止的回报率为负 1%。这意味着该股的表现明显逊于<b>标普500</b>今年增长了 18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会上涨。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b> analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>二月份,<b>派珀·桑德勒</b>分析师 Alexander Potter 做出了大胆的看涨期权,将 The Growth 股票的 12 个月目标价从 515 美元上调至 1,200 美元。他表示,特斯拉的交付量可能会从 2020 年的 50 万辆增加到今年的近 90 万辆。当然,这一预测是在全球供应短缺恶化之前做出的。然而,特斯拉发展极其迅速。该公司第二季度的交付量比去年同期增加了一倍多,达到 201,304 辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>特斯拉上月底发布第二季度财报后,该分析师重申了这一目标,并指出该公司似乎有望从市场份额增长、公司自动驾驶软件的货币化以及特斯拉能源业务中“被低估的机会”中受益。业务,其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外,波特指出,特斯拉第二季度营业利润率强劲,高达 11%,他预计特斯拉最近推出的 Autopilot 订阅服务将逐步改善这一利润率。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8 月 3 日,波特再次重申了该股的跑赢大盘评级和 1,200 美元的目标价,并表示“我们仍然非常喜欢这只股票”。他指出,总体而言,对电池电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么什么给出了呢?</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的可以上涨到 1,200 美元,为什么这么多投资者似乎认为该股票的价值如此之低(基于撰写本文时该股票的价格略低于 700 美元)。毕竟,如果投资者普遍认为特斯拉股票在未来 12 个月内可能达到 1,200 美元,那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为该股的前瞻性估值。截至撰写本文时,特斯拉股票的市盈率约为 370,预计未来几年将实现强劲增长。由于该公司的估值主要基于遥远未来的利润,因此对特斯拉未来增长轨迹的看法略有不同,就会对当今该股的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此,投资者不应仅仅因为一位分析师对股票设定了较高的目标价就迅速购买特斯拉股票。尽管如此,波特对特斯拉强劲的业务势头确实有一些优点。就连特斯拉本身也重申了今年汽车交付量增长 50% 以上的指导,而这一指导是在世界各地许多公司(包括特斯拉)受到供应链短缺负面影响之际提供的。此外,特斯拉管理层在第二季度更新中指出,第三季度对其汽车的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票 1,200 美元的目标价很难证明其合理性,但股价可能足够低,投资者可以开始少量持有该股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/\">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":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159872041","content_text":"Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets.\n\nIt's been a wild year for Tesla(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.\nBut one analyst thinks the stock could take off.\n\"We still really like this stock.\"\nIn February,Piper Sandler analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.\nFollowing Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.\nFurther, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.\nOn Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.\nSo what gives?\nIf shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.\nThe issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.\nInvestors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.\nWhile a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893889674,"gmtCreate":1628254791298,"gmtModify":1631892727233,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893889674","repostId":"1124982476","repostType":4,"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893063362,"gmtCreate":1628221796756,"gmtModify":1631892727235,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Go up tonight?","listText":"Go up tonight?","text":"Go up tonight?","images":[{"img":"https://static.tigerbbs.com/27cba6e8248fa7752338b28070f9be1d","width":"1080","height":"2603"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893063362","isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":891238031,"gmtCreate":1628390480723,"gmtModify":1631892727229,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Comment and like please","listText":"Comment and like please","text":"Comment and like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/891238031","repostId":"1159872041","repostType":4,"repost":{"id":"1159872041","kind":"news","pubTimestamp":1628385224,"share":"https://www.laohunote.com/m/news/1159872041?lang=zh_CN&edition=full","pubTime":"2021-08-08 09:13","market":"us","language":"en","title":"Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票:走向 1,200 美元?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159872041","media":"Motley Fool","summary":"Tesla deliveries more than doubled year over year in Q2.Rising demand for electric vehicles could benefit Tesla.Investors should exercise caution when it comes to analysts' price targets.It's been a wild year for Teslastock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.In February,Piper Sandler analys","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Tesla deliveries more than doubled year over year in Q2.</li> <li>Rising demand for electric vehicles could benefit Tesla.</li> <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for <b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the <b>S&P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度交付量同比增长一倍多。</li><li>对电动汽车不断增长的需求可能会使特斯拉受益。</li><li>投资者在谈到分析师的目标价时应谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>(纳斯达克股票代码:TSLA)股票。今年年初,股价最初飙升超过 20%。但该股现在已经回吐了所有这些涨幅,今年迄今为止的回报率为负 1%。这意味着该股的表现明显逊于<b>标普500</b>今年增长了 18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会上涨。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b> analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>二月份,<b>派珀·桑德勒</b>分析师 Alexander Potter 做出了大胆的看涨期权,将 The Growth 股票的 12 个月目标价从 515 美元上调至 1,200 美元。他表示,特斯拉的交付量可能会从 2020 年的 50 万辆增加到今年的近 90 万辆。当然,这一预测是在全球供应短缺恶化之前做出的。然而,特斯拉发展极其迅速。该公司第二季度的交付量比去年同期增加了一倍多,达到 201,304 辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>特斯拉上月底发布第二季度财报后,该分析师重申了这一目标,并指出该公司似乎有望从市场份额增长、公司自动驾驶软件的货币化以及特斯拉能源业务中“被低估的机会”中受益。业务,其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外,波特指出,特斯拉第二季度营业利润率强劲,高达 11%,他预计特斯拉最近推出的 Autopilot 订阅服务将逐步改善这一利润率。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8 月 3 日,波特再次重申了该股的跑赢大盘评级和 1,200 美元的目标价,并表示“我们仍然非常喜欢这只股票”。他指出,总体而言,对电池电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么什么给出了呢?</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的可以上涨到 1,200 美元,为什么这么多投资者似乎认为该股票的价值如此之低(基于撰写本文时该股票的价格略低于 700 美元)。毕竟,如果投资者普遍认为特斯拉股票在未来 12 个月内可能达到 1,200 美元,那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为该股的前瞻性估值。截至撰写本文时,特斯拉股票的市盈率约为 370,预计未来几年将实现强劲增长。由于该公司的估值主要基于遥远未来的利润,因此对特斯拉未来增长轨迹的看法略有不同,就会对当今该股的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此,投资者不应仅仅因为一位分析师对股票设定了较高的目标价就迅速购买特斯拉股票。尽管如此,波特对特斯拉强劲的业务势头确实有一些优点。就连特斯拉本身也重申了今年汽车交付量增长 50% 以上的指导,而这一指导是在世界各地许多公司(包括特斯拉)受到供应链短缺负面影响之际提供的。此外,特斯拉管理层在第二季度更新中指出,第三季度对其汽车的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票 1,200 美元的目标价很难证明其合理性,但股价可能足够低,投资者可以开始少量持有该股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票:走向 1,200 美元?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $1,200?<blockquote>特斯拉股票:走向 1,200 美元?</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\">2021-08-08 09:13</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>Tesla deliveries more than doubled year over year in Q2.</li> <li>Rising demand for electric vehicles could benefit Tesla.</li> <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for <b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the <b>S&P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度交付量同比增长一倍多。</li><li>对电动汽车不断增长的需求可能会使特斯拉受益。</li><li>投资者在谈到分析师的目标价时应谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>(纳斯达克股票代码:TSLA)股票。今年年初,股价最初飙升超过 20%。但该股现在已经回吐了所有这些涨幅,今年迄今为止的回报率为负 1%。这意味着该股的表现明显逊于<b>标普500</b>今年增长了 18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会上涨。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b> analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>二月份,<b>派珀·桑德勒</b>分析师 Alexander Potter 做出了大胆的看涨期权,将 The Growth 股票的 12 个月目标价从 515 美元上调至 1,200 美元。他表示,特斯拉的交付量可能会从 2020 年的 50 万辆增加到今年的近 90 万辆。当然,这一预测是在全球供应短缺恶化之前做出的。然而,特斯拉发展极其迅速。该公司第二季度的交付量比去年同期增加了一倍多,达到 201,304 辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>特斯拉上月底发布第二季度财报后,该分析师重申了这一目标,并指出该公司似乎有望从市场份额增长、公司自动驾驶软件的货币化以及特斯拉能源业务中“被低估的机会”中受益。业务,其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外,波特指出,特斯拉第二季度营业利润率强劲,高达 11%,他预计特斯拉最近推出的 Autopilot 订阅服务将逐步改善这一利润率。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8 月 3 日,波特再次重申了该股的跑赢大盘评级和 1,200 美元的目标价,并表示“我们仍然非常喜欢这只股票”。他指出,总体而言,对电池电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么什么给出了呢?</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的可以上涨到 1,200 美元,为什么这么多投资者似乎认为该股票的价值如此之低(基于撰写本文时该股票的价格略低于 700 美元)。毕竟,如果投资者普遍认为特斯拉股票在未来 12 个月内可能达到 1,200 美元,那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为该股的前瞻性估值。截至撰写本文时,特斯拉股票的市盈率约为 370,预计未来几年将实现强劲增长。由于该公司的估值主要基于遥远未来的利润,因此对特斯拉未来增长轨迹的看法略有不同,就会对当今该股的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此,投资者不应仅仅因为一位分析师对股票设定了较高的目标价就迅速购买特斯拉股票。尽管如此,波特对特斯拉强劲的业务势头确实有一些优点。就连特斯拉本身也重申了今年汽车交付量增长 50% 以上的指导,而这一指导是在世界各地许多公司(包括特斯拉)受到供应链短缺负面影响之际提供的。此外,特斯拉管理层在第二季度更新中指出,第三季度对其汽车的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票 1,200 美元的目标价很难证明其合理性,但股价可能足够低,投资者可以开始少量持有该股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/\">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":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159872041","content_text":"Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets.\n\nIt's been a wild year for Tesla(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.\nBut one analyst thinks the stock could take off.\n\"We still really like this stock.\"\nIn February,Piper Sandler analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.\nFollowing Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.\nFurther, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.\nOn Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.\nSo what gives?\nIf shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.\nThe issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.\nInvestors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.\nWhile a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839765590,"gmtCreate":1629182971210,"gmtModify":1631889376937,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Like please thanks","listText":"Like please thanks","text":"Like please thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/839765590","repostId":"1147138826","repostType":4,"isVote":1,"tweetType":1,"viewCount":2250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896032270,"gmtCreate":1628530332690,"gmtModify":1631892727221,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Like and comment thanks","listText":"Like and comment thanks","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896032270","repostId":"1132727199","repostType":4,"repost":{"id":"1132727199","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":1628517118,"share":"https://www.laohunote.com/m/news/1132727199?lang=zh_CN&edition=full","pubTime":"2021-08-09 21:51","market":"us","language":"en","title":"Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.<blockquote>特斯拉股价在早盘交易中上涨 2%,此前杰富瑞将其评级上调至 “买入 ”,目标价从之前的 700 美元上调至 850 美元。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132727199","media":"Tiger Newspress","summary":"Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.\n\n\n\n\n\nThe stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.","content":"<p>Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.</p><p><blockquote>特斯拉股价在早盘交易中上涨 2%,此前杰富瑞将其评级上调至 “买入 ”,目标价从之前的 700 美元上调至 850 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bf0e45da8943229703cc302cf4771aef\" tg-width=\"1273\" tg-height=\"631\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.</p><p><blockquote>该券商此前对该股的评级为 “中性 ”。新的目标价比该股周五收盘价 699.10 美元高出 21.6%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.<blockquote>特斯拉股价在早盘交易中上涨 2%,此前杰富瑞将其评级上调至 “买入 ”,目标价从之前的 700 美元上调至 850 美元。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.<blockquote>特斯拉股价在早盘交易中上涨 2%,此前杰富瑞将其评级上调至 “买入 ”,目标价从之前的 700 美元上调至 850 美元。</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\">2021-08-09 21:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.</p><p><blockquote>特斯拉股价在早盘交易中上涨 2%,此前杰富瑞将其评级上调至 “买入 ”,目标价从之前的 700 美元上调至 850 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bf0e45da8943229703cc302cf4771aef\" tg-width=\"1273\" tg-height=\"631\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.</p><p><blockquote>该券商此前对该股的评级为 “中性 ”。新的目标价比该股周五收盘价 699.10 美元高出 21.6%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132727199","content_text":"Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.\n\nThe stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154096691,"gmtCreate":1625458644313,"gmtModify":1631888643177,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"OG MY GOODNESSS... GG ALREADY ? SO FAST ?","listText":"OG MY GOODNESSS... GG ALREADY ? SO FAST ?","text":"OG MY GOODNESSS... GG ALREADY ? SO FAST ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/154096691","repostId":"1169840279","repostType":4,"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892645655,"gmtCreate":1628658878677,"gmtModify":1631892727210,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Like and comment. Thanks all🙏","listText":"Like and comment. Thanks all🙏","text":"Like and comment. Thanks all🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/892645655","repostId":"1147144306","repostType":4,"repost":{"id":"1147144306","kind":"news","pubTimestamp":1628651652,"share":"https://www.laohunote.com/m/news/1147144306?lang=zh_CN&edition=full","pubTime":"2021-08-11 11:14","market":"sh","language":"en","title":"What stocks and sectors will benefit from the infrastructure bill?<blockquote>哪些股票和行业将从基础设施法案中受益?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147144306","media":"Market Wacth","summary":"What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?Thebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion","content":"<p>What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?</p><p><blockquote>在美国之后,哪些资产将获得提振。参议院周二在两党广泛支持下通过了一项约1万亿美元的基础设施建设方案,使其有可能在众议院获得通过,并由乔·拜登总统签署成为法律?</blockquote></p><p> Thebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.</p><p><blockquote>该法案重新授权现有联邦公共工程项目的支出,并向供水项目、电网和安全工作注入新的5500亿美元。其中包括1100亿美元用于道路、桥梁和其他项目,以及660亿美元用于铁路、650亿美元用于宽带互联网和550亿美元用于供水系统。</blockquote></p><p> Some analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.</p><p><blockquote>一些分析师说,该法案对经济的大部分积极影响已经被金融市场所消化,但股市有可能进一步受到提振,尤其是在人们仍然担心 COVID-19 德尔塔变异毒株可能会阻碍经济从致命大流行病中复苏的各个方面。</blockquote></p><p> “The passage of the infrastructure bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.</p><p><blockquote>“联邦金融网(Commonwealth Financial Network)投资管理主管布莱恩-普莱斯(Brian Price)在电子邮件评论中写道:”基础设施法案的通过是一个不错的头条新闻,但目前不太可能成为一个巨大的市场推动者。</blockquote></p><p> “I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.</p><p><blockquote>“他说:”我认为,在过去的几周里,很多人的热情都被消化了,投资者目前正关注其他因素。他说,这或许指的是投资者目前对美联储可能逐步减少每月1200亿美元的国债和抵押贷款支持证券购买量的关注,而这在2020年3月和4月大流行病最严重的时候曾帮助稳定了市场。</blockquote></p><p> Still, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.</p><p><blockquote>尽管如此,周二股市仍走高,道琼斯工业平均指数(Dow Jones Industrial AverageDJIA)上涨0.46%,标准普尔500SPX上涨0.10%,创下或接近历史收盘高点。据《华尔街日报》报道,该法案在上议院以69票对30票获得通过,19名共和党人也加入了民主党的行列。</blockquote></p><p> A popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the <a href=\"https://laohu8.com/S/EFFE\">Global X</a> U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.<img src=\"https://static.tigerbbs.com/d21f2ed025a84fdc2840732cbf4dff62\" tg-width=\"825\" tg-height=\"525\" referrerpolicy=\"no-referrer\">Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5</p><p><blockquote>这是一只受欢迎的交易所交易基金,提供受益于基础设施法案的股票敞口<a href=\"https://laohu8.com/S/EFFE\">全球X</a>FactSet 数据显示,美国基础设施发展 ETFPAVE(+2.19%) 周二上涨 2.2%,过去 30 天内上涨 4.7%。铺路更高?“PAVE”ETF 在过去 30 天里一直在上涨Global X US Infrastructure Development ETF 资料来源:FactSetAs 8 月 10 日下午 4 点ET2021年6月Aug.24.525.025.526.026.527.0$27.5</blockquote></p><p> PAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&P 500 and the Dow.</p><p><blockquote>PAVE(指基础设施 ETF 股票代码)在 2021 年迄今已上涨 28%,而标普500和道琼斯指数今年迄今已上涨约 15%。</blockquote></p><p> PAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.</p><p><blockquote>PAVE 持有 100 只股票,从小盘股到大盘股公司,这些公司至少 50% 的收入来自美国的基础设施建设、材料和设备供应以及相关服务。</blockquote></p><p> Similarly, the <a href=\"https://laohu8.com/S/IFRA\">iShares U.S. Infrastructure ETF</a>IFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.</p><p><blockquote>同样,<a href=\"https://laohu8.com/S/IFRA\">iShares 美国基础设施 ETF</a>IFRA 上涨 1.45%,是另一种投资基础设施的方式,周二上涨 1.3%,今年前八个月上涨近 22%。iShares ETF 还包括 20 家电力公司和 4 家水务公司,因此并不总是被视为纯粹的基础设施基金。</blockquote></p><p> The Industrial <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR ETFXLI,+1.02%,which tracks the S&P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.</p><p><blockquote>工业<a href=\"https://laohu8.com/S/SLCT\">选择</a>跟踪标普500工业部门的 SPDR ETFXLI,+1.02%,周二上涨 1%,今年迄今已上涨近 18%。</blockquote></p><p> Back in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include <a href=\"https://laohu8.com/S/TISI\">Team</a> Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and <a href=\"https://laohu8.com/S/PRIM\">Primoris</a>, which was up 2.9% on the day but down 3.6% so far this year.</p><p><blockquote>早在春季,MarketWatch 的菲利普-范-多恩(Philip van Doorn)就写道,PAVE 中大约有 20 家公司可能对投资者来说最具上涨潜力。其中包括<a href=\"https://laohu8.com/S/TISI\">团队</a>周二上涨 4.4%,但今年迄今已下跌 56%<a href=\"https://laohu8.com/S/PRIM\">滨海</a>当天上涨 2.9%,但今年迄今已下跌 3.6%。</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company names</b></td> <td><b>YTD % return</b></td> </tr> <tr> <td>Team Inc.TISI,+4.37%</td> <td>-56.83</td> </tr> <tr> <td>Primoris Services Corp.PRIM,+2.90%</td> <td>-3.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/CMCO\">Columbus McKinnon</a> Corp.CMCO,+2.03%</td> <td>17.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/BLDR\">Builders FirstSource</a> Inc.BLDR,+2.72%</td> <td>19.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/WMS\">Advanced Drainage</a> Systems Inc.WMS,+1.89%</td> <td>40%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/AIMCV\">Altra Industrial Motion Corp.</a>AIMC,+3.15%</td> <td>10.5%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/DY\">Dycom</a> IndustriesDY,-0.96%</td> <td>-5.7%</td> </tr> <tr> <td>Cleveland-Cliffs Inc.CLF,+5.05%</td> <td>78.7%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/RXN\">Rexnord</a> Corp.RXN,+1.91%</td> <td>51%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/HRI\">Herc</a> Holdings Inc.HRI,+2.28%</td> <td>90%</td> </tr> </tbody> </table> Overall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.</p><p><blockquote><table><tbody><tr><td><b>公司名称</b></td><td><b>年初至今百分比回报率</b></td></tr><tr><td>Team Inc.TISI,+4.37%</td><td>-56.83</td></tr><tr><td>Primoris Services Corp.PRIM,+2.90%</td><td>-3.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/CMCO\">哥伦布·麦金农</a>CMCO公司,+2.03%</td><td>17.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/BLDR\">建筑商第一来源</a>公司BLDR,+2.72%</td><td>19.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/WMS\">高级引流</a>Systems Inc.WMS,+1.89%</td><td>40%</td></tr><tr><td><a href=\"https://laohu8.com/S/AIMCV\">阿尔特拉工业运动公司。</a>AIMC,+3.15%</td><td>10.5%</td></tr><tr><td><a href=\"https://laohu8.com/S/DY\">戴康</a>工业日,-0.96%</td><td>-5.7%</td></tr><tr><td>克利夫兰悬崖公司 CLF,+5.05%</td><td>78.7%</td></tr><tr><td><a href=\"https://laohu8.com/S/RXN\">雷克斯诺德</a>RXN公司,+1.91%</td><td>51%</td></tr><tr><td><a href=\"https://laohu8.com/S/HRI\">赫克</a>控股公司HRI,+2.28%</td><td>90%</td></tr></tbody></table>总体而言,基础设施投资是一代人以来对道路、桥梁、隧道和美国内部运作其他领域最大的投资。</blockquote></p><p> Edward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.</p><p><blockquote>Oanda 分析师 Edward Moya 说,基础设施一揽子计划如果能在众议院迅速获得通过,将对 “推动周期性贸易 ”非常有建设性,尤其是在人们对 COVID 的德尔塔变异毒株感到担忧的情况下。</blockquote></p><p> “Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.</p><p><blockquote>“凯投宏观(Capital Economics)美国高级经济学家迈克尔-皮尔斯(Michael Pearce)在最近的一份报告中说:”支出需要几年时间才能增加,而且无论如何都将分散到十年的剩余时间里。</blockquote></p><p></p>","source":"lsy1604288433698","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>What stocks and sectors will benefit from the infrastructure bill?<blockquote>哪些股票和行业将从基础设施法案中受益?</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\">\nWhat stocks and sectors will benefit from the infrastructure bill?<blockquote>哪些股票和行业将从基础设施法案中受益?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Market Wacth</strong><span class=\"h-time small\">2021-08-11 11:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?</p><p><blockquote>在美国之后,哪些资产将获得提振。参议院周二在两党广泛支持下通过了一项约1万亿美元的基础设施建设方案,使其有可能在众议院获得通过,并由乔·拜登总统签署成为法律?</blockquote></p><p> Thebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.</p><p><blockquote>该法案重新授权现有联邦公共工程项目的支出,并向供水项目、电网和安全工作注入新的5500亿美元。其中包括1100亿美元用于道路、桥梁和其他项目,以及660亿美元用于铁路、650亿美元用于宽带互联网和550亿美元用于供水系统。</blockquote></p><p> Some analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.</p><p><blockquote>一些分析师说,该法案对经济的大部分积极影响已经被金融市场所消化,但股市有可能进一步受到提振,尤其是在人们仍然担心 COVID-19 德尔塔变异毒株可能会阻碍经济从致命大流行病中复苏的各个方面。</blockquote></p><p> “The passage of the infrastructure bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.</p><p><blockquote>“联邦金融网(Commonwealth Financial Network)投资管理主管布莱恩-普莱斯(Brian Price)在电子邮件评论中写道:”基础设施法案的通过是一个不错的头条新闻,但目前不太可能成为一个巨大的市场推动者。</blockquote></p><p> “I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.</p><p><blockquote>“他说:”我认为,在过去的几周里,很多人的热情都被消化了,投资者目前正关注其他因素。他说,这或许指的是投资者目前对美联储可能逐步减少每月1200亿美元的国债和抵押贷款支持证券购买量的关注,而这在2020年3月和4月大流行病最严重的时候曾帮助稳定了市场。</blockquote></p><p> Still, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.</p><p><blockquote>尽管如此,周二股市仍走高,道琼斯工业平均指数(Dow Jones Industrial AverageDJIA)上涨0.46%,标准普尔500SPX上涨0.10%,创下或接近历史收盘高点。据《华尔街日报》报道,该法案在上议院以69票对30票获得通过,19名共和党人也加入了民主党的行列。</blockquote></p><p> A popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the <a href=\"https://laohu8.com/S/EFFE\">Global X</a> U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.<img src=\"https://static.tigerbbs.com/d21f2ed025a84fdc2840732cbf4dff62\" tg-width=\"825\" tg-height=\"525\" referrerpolicy=\"no-referrer\">Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5</p><p><blockquote>这是一只受欢迎的交易所交易基金,提供受益于基础设施法案的股票敞口<a href=\"https://laohu8.com/S/EFFE\">全球X</a>FactSet 数据显示,美国基础设施发展 ETFPAVE(+2.19%) 周二上涨 2.2%,过去 30 天内上涨 4.7%。铺路更高?“PAVE”ETF 在过去 30 天里一直在上涨Global X US Infrastructure Development ETF 资料来源:FactSetAs 8 月 10 日下午 4 点ET2021年6月Aug.24.525.025.526.026.527.0$27.5</blockquote></p><p> PAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&P 500 and the Dow.</p><p><blockquote>PAVE(指基础设施 ETF 股票代码)在 2021 年迄今已上涨 28%,而标普500和道琼斯指数今年迄今已上涨约 15%。</blockquote></p><p> PAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.</p><p><blockquote>PAVE 持有 100 只股票,从小盘股到大盘股公司,这些公司至少 50% 的收入来自美国的基础设施建设、材料和设备供应以及相关服务。</blockquote></p><p> Similarly, the <a href=\"https://laohu8.com/S/IFRA\">iShares U.S. Infrastructure ETF</a>IFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.</p><p><blockquote>同样,<a href=\"https://laohu8.com/S/IFRA\">iShares 美国基础设施 ETF</a>IFRA 上涨 1.45%,是另一种投资基础设施的方式,周二上涨 1.3%,今年前八个月上涨近 22%。iShares ETF 还包括 20 家电力公司和 4 家水务公司,因此并不总是被视为纯粹的基础设施基金。</blockquote></p><p> The Industrial <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR ETFXLI,+1.02%,which tracks the S&P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.</p><p><blockquote>工业<a href=\"https://laohu8.com/S/SLCT\">选择</a>跟踪标普500工业部门的 SPDR ETFXLI,+1.02%,周二上涨 1%,今年迄今已上涨近 18%。</blockquote></p><p> Back in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include <a href=\"https://laohu8.com/S/TISI\">Team</a> Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and <a href=\"https://laohu8.com/S/PRIM\">Primoris</a>, which was up 2.9% on the day but down 3.6% so far this year.</p><p><blockquote>早在春季,MarketWatch 的菲利普-范-多恩(Philip van Doorn)就写道,PAVE 中大约有 20 家公司可能对投资者来说最具上涨潜力。其中包括<a href=\"https://laohu8.com/S/TISI\">团队</a>周二上涨 4.4%,但今年迄今已下跌 56%<a href=\"https://laohu8.com/S/PRIM\">滨海</a>当天上涨 2.9%,但今年迄今已下跌 3.6%。</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company names</b></td> <td><b>YTD % return</b></td> </tr> <tr> <td>Team Inc.TISI,+4.37%</td> <td>-56.83</td> </tr> <tr> <td>Primoris Services Corp.PRIM,+2.90%</td> <td>-3.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/CMCO\">Columbus McKinnon</a> Corp.CMCO,+2.03%</td> <td>17.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/BLDR\">Builders FirstSource</a> Inc.BLDR,+2.72%</td> <td>19.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/WMS\">Advanced Drainage</a> Systems Inc.WMS,+1.89%</td> <td>40%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/AIMCV\">Altra Industrial Motion Corp.</a>AIMC,+3.15%</td> <td>10.5%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/DY\">Dycom</a> IndustriesDY,-0.96%</td> <td>-5.7%</td> </tr> <tr> <td>Cleveland-Cliffs Inc.CLF,+5.05%</td> <td>78.7%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/RXN\">Rexnord</a> Corp.RXN,+1.91%</td> <td>51%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/HRI\">Herc</a> Holdings Inc.HRI,+2.28%</td> <td>90%</td> </tr> </tbody> </table> Overall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.</p><p><blockquote><table><tbody><tr><td><b>公司名称</b></td><td><b>年初至今百分比回报率</b></td></tr><tr><td>Team Inc.TISI,+4.37%</td><td>-56.83</td></tr><tr><td>Primoris Services Corp.PRIM,+2.90%</td><td>-3.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/CMCO\">哥伦布·麦金农</a>CMCO公司,+2.03%</td><td>17.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/BLDR\">建筑商第一来源</a>公司BLDR,+2.72%</td><td>19.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/WMS\">高级引流</a>Systems Inc.WMS,+1.89%</td><td>40%</td></tr><tr><td><a href=\"https://laohu8.com/S/AIMCV\">阿尔特拉工业运动公司。</a>AIMC,+3.15%</td><td>10.5%</td></tr><tr><td><a href=\"https://laohu8.com/S/DY\">戴康</a>工业日,-0.96%</td><td>-5.7%</td></tr><tr><td>克利夫兰悬崖公司 CLF,+5.05%</td><td>78.7%</td></tr><tr><td><a href=\"https://laohu8.com/S/RXN\">雷克斯诺德</a>RXN公司,+1.91%</td><td>51%</td></tr><tr><td><a href=\"https://laohu8.com/S/HRI\">赫克</a>控股公司HRI,+2.28%</td><td>90%</td></tr></tbody></table>总体而言,基础设施投资是一代人以来对道路、桥梁、隧道和美国内部运作其他领域最大的投资。</blockquote></p><p> Edward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.</p><p><blockquote>Oanda 分析师 Edward Moya 说,基础设施一揽子计划如果能在众议院迅速获得通过,将对 “推动周期性贸易 ”非常有建设性,尤其是在人们对 COVID 的德尔塔变异毒株感到担忧的情况下。</blockquote></p><p> “Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.</p><p><blockquote>“凯投宏观(Capital Economics)美国高级经济学家迈克尔-皮尔斯(Michael Pearce)在最近的一份报告中说:”支出需要几年时间才能增加,而且无论如何都将分散到十年的剩余时间里。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/what-stocks-and-sectors-will-benefit-from-the-infrastructure-bill-11628628331?mod=home-page\">Market Wacth</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":{"XLI":"工业指数ETF-SPDR","PRIM":"Primoris Services Corporation","DY":"戴康工业","TISI":"Team Inc","CLF":"克利夫兰克里夫","BLDR":"Builders FirstSource","CMCO":"哥伦布-麦金农","HRI":"Herc Holdings Inc.","WMS":"Advanced Drainage","IFRA":"iShares U.S. Infrastructure ETF"},"source_url":"https://www.marketwatch.com/story/what-stocks-and-sectors-will-benefit-from-the-infrastructure-bill-11628628331?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147144306","content_text":"What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?\nThebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.\nSome analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.\n“The passage of the infrastructure bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.\n“I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.\nStill, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.\nA popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the Global X U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5\nPAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&P 500 and the Dow.\nPAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.\nSimilarly, the iShares U.S. Infrastructure ETFIFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.\nThe Industrial Select Sector SPDR ETFXLI,+1.02%,which tracks the S&P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.\nBack in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include Team Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and Primoris, which was up 2.9% on the day but down 3.6% so far this year.\n\n\n\nCompany names\nYTD % return\n\n\nTeam Inc.TISI,+4.37%\n-56.83\n\n\nPrimoris Services Corp.PRIM,+2.90%\n-3.6%\n\n\nColumbus McKinnon Corp.CMCO,+2.03%\n17.6%\n\n\nBuilders FirstSource Inc.BLDR,+2.72%\n19.6%\n\n\nAdvanced Drainage Systems Inc.WMS,+1.89%\n40%\n\n\nAltra Industrial Motion Corp.AIMC,+3.15%\n10.5%\n\n\nDycom IndustriesDY,-0.96%\n-5.7%\n\n\nCleveland-Cliffs Inc.CLF,+5.05%\n78.7%\n\n\nRexnord Corp.RXN,+1.91%\n51%\n\n\nHerc Holdings Inc.HRI,+2.28%\n90%\n\n\n\nOverall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.\nEdward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.\n“Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.","news_type":1,"symbols_score_info":{"CLF":0.9,"PRIM":0.9,"WMS":0.9,"BLDR":0.9,"CMCO":0.9,"RXN":0.9,"DY":0.9,"HRI":0.9,"XLI":0.9,"AIMC":0.9,"IFRA":0.9,"TISI":0.9}},"isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881950736,"gmtCreate":1631286698525,"gmtModify":1631889376926,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Comment and like ","listText":"Comment and like ","text":"Comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/881950736","repostId":"1148605188","repostType":4,"repost":{"id":"1148605188","kind":"news","pubTimestamp":1631265518,"share":"https://www.laohunote.com/m/news/1148605188?lang=zh_CN&edition=full","pubTime":"2021-09-10 17:18","market":"us","language":"en","title":"Bitcoin Crash September 2021: What You Should Know<blockquote>2021 年 9 月比特币车祸:您应该知道什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148605188","media":"seekingalpha","summary":"Summary\n\nBitcoin will be Bitcoin and bucket shops will be bucket shops.\nStocks, options, commodities","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Bitcoin will be Bitcoin and bucket shops will be bucket shops.</li> <li>Stocks, options, commodities and forex are no different from crypto in that they are filled with crashes, skulduggery and scandal.</li> <li>If you're in crypto you need two strategies for dealing with crashes.</li> </ul> Yesterday (7thSeptember 2021) Bitcoin crashed, and as I write it is spiking down again. As a bear this is no surprise to me, but it is a major shock to many bulls who are expecting Bitcoin to go straight to $100,000 without a halt.</p><p><blockquote><ul><li>比特币将是比特币,桶店将是桶店。</li><li>股票、期权、商品和外汇与加密货币没有什么不同,因为它们充满了崩盘、欺诈和丑闻。</li><li>如果你是加密货币,你需要两种处理崩溃的策略。</li></ul>昨天(2021年9月7日)比特币崩溃了,在我写这篇文章的时候,它又开始暴跌了。作为一个空头,这对我来说并不奇怪,但这对许多预计比特币将不间断地直奔 10 万美元的多头来说是一个重大冲击。</blockquote></p><p> Bitcoin is plagued/blessed with volatility and, make no mistake, if it did not have huge volatility, it would not be the giant brand it has become and crypto would not be the financial earthquake that is changing financial services forever.</p><p><blockquote>比特币受到波动性的困扰/祝福,毫无疑问,如果它没有巨大的波动性,它就不会成为一个巨大的品牌,加密也不会成为永远改变金融服务的金融地震。</blockquote></p><p> Markets are casinos; gamblers love to gamble and casinos love gamblers and ensure that they accommodate the players in as profitable a way as they can. Stocks, options, commodities, forex, they are no different from crypto in that they are filled with crashes, skulduggery and scandal, and the gaming tables are the same... ‘come play with leverage, come play with stop losses, this could be your lucky day.’</p><p><blockquote>市场就是赌场;赌徒喜欢赌博,赌场喜欢赌徒,并确保他们以尽可能有利可图的方式容纳玩家。股票、期权、商品、外汇,它们与加密没有什么不同,因为它们充满了崩溃、欺诈和丑闻,赌桌也是一样的……来玩杠杆,来玩止损,这可能是你的幸运日。</blockquote></p><p> Edwin Lefevre wrote the classic trading book in 1923 called ‘Reminiscences of a Stock Operator’ about famous trader/speculator/gambler Jesse Livermore. The ‘bucket shop’ scams of the time and the general trading environment around 1890-1930 remain basically unchanged today (…but, but, but think of all the regulation we have now…). Livermore was an incredibly talented trader that committed suicide when he lost it all, as traders are fated - by their counterparties and math - to do.</p><p><blockquote>埃德温-勒菲弗尔(Edwin Lefevre)于 1923 年撰写了一本名为《股票操作员回忆录》的经典交易书籍,讲述了著名交易员/投机者/赌徒杰西-利弗莫尔(Jesse Livermore)的故事。当时的 “桶店 ”骗局和 1890-1930 年前后的总体交易环境至今基本没有变化(.但是,但是,想想我们现在的所有监管.)。利弗莫尔是一位才华横溢的交易员,当他失去一切时,他自杀了,就像交易员注定要做的那样——由他们的交易对手和数学决定。</blockquote></p><p> Leverage and stop losses are just one example of how market actors like ‘bucket shops’ drive your account balances into their account balances. All the same finance scams of hidden charges, Ponzi schemes, ‘pump and dumps’ and so on are still everywhere to be seen in crypto, stocks etc. Where there are resources there are predators.</p><p><blockquote>杠杆和止损只是 “桶式商店 ”等市场参与者如何将您的账户余额转入他们的账户余额的一个例子。在加密货币、股票等领域,隐藏费用、庞氏骗局、 “拉高和转储 ”等金融骗局仍然随处可见。哪里有资源,哪里就有捕食者。</blockquote></p><p> So, a wild crash in crypto is to be expected and is perhaps even guaranteed. Take this phrase and write it like this:</p><p><blockquote>因此,加密货币的疯狂崩溃是意料之中的,甚至可能是有保证的。把这个短语写成这样:</blockquote></p><p> So, a wild crash in ______ is to be expected and is perhaps even guaranteed.</p><p><blockquote>因此,______中的疯狂坠机是意料之中的,甚至可能是有保证的。</blockquote></p><p> Fill the blank as you see fit: stocks, bonds, property, the dollar, gold, junk bonds…. It will fit in just fine.</p><p><blockquote>按你认为合适的方式填空:股票、债券、房地产、美元、黄金、垃圾债券…它会很合适。</blockquote></p><p> Crashing is what markets do.</p><p><blockquote>市场会崩溃。</blockquote></p><p> Therefore, if you want to play in crypto, or for that matter in any financial market, you need two strategies for dealing with crashes.</p><p><blockquote>因此,如果你想玩加密,或者在任何金融市场,你需要两种应对崩溃的策略。</blockquote></p><p> <b>Strategy 1) What not to do</b></p><p><blockquote><b>策略1)不要做什么</b></blockquote></p><p> <ol> <li>Do not carry much leverage if any. If an instrument is volatile do not carry leverage at all.</li> <li>Do not hold stop losses on another party’s platforms.</li> <li>Do not hold positions for no good reason.</li> <li>Be prepared to hold your positions after a crash if you get caught and stuck in one</li> <li>If you are<b>certain</b>a crash is underway, do not hold and hope,<i>sell</i>.</li> </ol> <b>Strategy 2) What to do</b></p><p><blockquote><ol><li>如果有的话,不要携带太多杠杆。如果一种工具不稳定,根本不要使用杠杆。</li><li>不要在对方平台上持有止损。</li><li>没有正当理由不要持有头寸。</li><li>如果您被困在车祸后,请做好坚守阵地的准备</li><li>如果你是<b>某些</b>车祸正在发生,不要抱着希望,<i>出售</i>.</li></ol><b>策略2)做什么</b></blockquote></p><p> <ol> <li>Never stop searching out the next crash. It is inevitable. One BTC at $60,000 is two BTC at $30,000.</li> <li>Buy the crash but only well after it’s happened and the dust is settling. This is the ultimate test of an investor.</li> <li>If you must trade during a crash, make sure you can depend on your providers not shuttering you in or out when it matters most (as true in stocks as in crypto). If you cannot depend on your service provider do not play. There is no customer service during a crash.</li> </ol> A crash is a 25% drop in a dull asset but 50%-75% in anything spicy like crypto and 90% outside the blue chip instruments of a market.</p><p><blockquote><ol><li>永远不要停止寻找下一次坠机事件。这是不可避免的。一个60,000美元的BTC是两个30,000美元的BTC。</li><li>买入车祸,但要在车祸发生后很久,尘埃落定。这是对投资者的终极考验。</li><li>如果您必须在崩盘期间进行交易,请确保您可以依靠您的提供商不会在最重要的时候将您拒之门外(股票和加密货币都是如此)。如果你不能依赖你的服务提供商,就不要玩。崩溃时没有客户服务。</li></ol>崩盘是指沉闷资产下跌 25%,但加密货币等任何辛辣资产下跌 50%-75%,市场蓝筹股工具以外的资产下跌 90%。</blockquote></p><p> <b>What next?</b></p><p><blockquote><b>下一步呢?</b></blockquote></p><p> Here is the chart:</p><p><blockquote>这是图表:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8e84d0c18312986bee801a102afc9dd6\" tg-width=\"640\" tg-height=\"420\" width=\"100%\" height=\"auto\">I’m still a bear<i>but</i>I think the recent rally is heavily driven by the social clampdown in China with Bitcoin and other cryptos a way of expatriating capital away from a developing authoritarian nightmare; a nightmare where even kids who want to play computer games can’t escape the boot of ideology. The impact of this new development may prove to be extremely potent and not in a good way for many, but for crypto it could be very strong.</p><p><blockquote>我还是一只熊<i>但</i>我认为最近的反弹在很大程度上是由中国社会打压推动的,中国社会打压比特币和其他加密货币是一种将资本从发展中的威权噩梦中转移出去的方式;这是一场噩梦,即使是想玩电脑游戏的孩子也无法逃脱意识形态的束缚。这一新发展的影响可能会被证明是非常强大的,对许多人来说不是好的,但对加密来说,它可能会非常强大。</blockquote></p><p> However, without that tailwind or other geopolitical conniptions I would expect Bitcoin to go under $20,000 but markets don’t listen to me. Like with every call, you must measure your speculation against what transpired. I produced a similar chart a few months ago showing the bull and the bear trend like the above. I hovered to the bear trend as the move I expected, and up went Bitcoin exactly on the bull trend as if by magic. Speculation is just that, and you have to believe what you see not what you think.</p><p><blockquote>不过,如果没有这一顺风或其他地缘政治因素,我预计比特币股价将跌破 2 万美元,但市场并不听我的。就像每一个看涨期权一样,你必须根据发生的事情来衡量你的猜测。几个月前,我制作了一张类似的图表,显示了如上所示的牛市和熊市趋势。正如我所预期的那样,我徘徊在熊市趋势上,比特币就像变魔术一样,完全沿着牛市趋势上涨。投机就是这样,你必须相信你所看到的,而不是你所想的。</blockquote></p><p> The above trends will therefore develop, and I remain a bear.</p><p><blockquote>因此,上述趋势将会发展,我仍然看空。</blockquote></p><p> <b>What to do?</b></p><p><blockquote><b>怎么办?</b></blockquote></p><p></p><p> The golden rule is if you think you know, you don’t, so stop. If you know you know then proceed.</p><p><blockquote>黄金法则是,如果你认为你知道,那你就不知道,那就停下来。如果你知道你知道,那就继续前进。</blockquote></p><p> Specifically:</p><p><blockquote>具体而言:</blockquote></p><p> <ol> <li>If you are a Hodl’er continue to dollar cost average in. If it really does melt down then perhaps drop some extra fiat in.</li> <li>If you don’t know what to do and need to ask then sell and save your fiat for when you are certain of your positions</li> <li>If you want to buy the dip be sure you want to hold because you might need to Hodl for a long time. If you are looking to flip you should wait because this move could go way lower.</li> <li>If you want to trade, look to go against extreme moves but only when they make your eyes bug out. Make sure the platform you use won’t choke and can execute under extreme volume.</li> <li>If you are looking for a re-entry - like me - this isn’t it (yet).</li> <li>If you are a tyro trader, study every tick of this. Crashes are where the real traders and investors make their killings because this is where the novices lose their shirts.</li> </ol> <b>What am I doing?</b></p><p><blockquote><ol><li>如果您是 Hodl 爱好者,请继续使用美元成本平均值。如果它真的融化了,那么也许可以添加一些额外的菲亚特。</li><li>如果你不知道该怎么办,需要询问,那就卖掉你的菲亚特,把它存起来,等你确定自己的头寸后再买。</li><li>如果你想逢低买入,一定要持有,因为你可能需要长期持有。如果你想翻转,你应该等待,因为这一举动可能会走得更低。</li><li>如果你想交易,要反对极端的举动,但前提是它们会让你眼花缭乱。确保您使用的平台不会窒息,并且能够在极端音量下执行。</li><li>如果你和我一样,正在寻找一个重返赛场的机会,那么现在还不是时候。</li><li>如果您是 tyro 交易者,请仔细研究其中的每一个细节。崩盘是真正的交易者和投资者杀戮的地方,因为这是新手失去衬衫的地方。</li></ol><b>我在干什么?</b></blockquote></p><p> ‘Hodling’ what little ‘unstable coins’ I have. I am watching out for what will look great value when this move capitulates while focusing on midcap tokens for now. If this is the big crash of this cycle, after it’s all over and a week or two later, I’ll be picking a portfolio from the rubble.</p><p><blockquote>“囤积 ”我仅有的一点 “不稳定的硬币 ”。我正在关注当这一举措投降时看起来会有什么巨大的价值,同时目前专注于中型股代币。如果这是这个周期的大崩盘,那么在一切结束之后,一两周后,我将从废墟中挑选一个投资组合。</blockquote></p><p> Bitcoin dropped another $1000 while I wrote this article and jumped $1000 while I edited it. The big take away is Bitcoin will be Bitcoin and crypto will always crash and moon and that is one of the reasons it will always be a huge brand fascinating millions.</p><p><blockquote>在我写这篇文章的时候,比特币又降了1000美元,在我编辑这篇文章的时候又涨了1000美元。最大的收获是比特币将是比特币,加密将永远崩溃和月亮,这是它将永远是一个吸引数百万人的巨大品牌的原因之一。</blockquote></p><p> Long term, Bitcoin will go a lot higher but it will not be a smooth or short road.</p><p><blockquote>从长远来看,比特币会走得更高,但这不会是一条平坦或短路。</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>Bitcoin Crash September 2021: What You Should Know<blockquote>2021 年 9 月比特币车祸:您应该知道什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBitcoin Crash September 2021: What You Should Know<blockquote>2021 年 9 月比特币车祸:您应该知道什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-09-10 17:18</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>Bitcoin will be Bitcoin and bucket shops will be bucket shops.</li> <li>Stocks, options, commodities and forex are no different from crypto in that they are filled with crashes, skulduggery and scandal.</li> <li>If you're in crypto you need two strategies for dealing with crashes.</li> </ul> Yesterday (7thSeptember 2021) Bitcoin crashed, and as I write it is spiking down again. As a bear this is no surprise to me, but it is a major shock to many bulls who are expecting Bitcoin to go straight to $100,000 without a halt.</p><p><blockquote><ul><li>比特币将是比特币,桶店将是桶店。</li><li>股票、期权、商品和外汇与加密货币没有什么不同,因为它们充满了崩盘、欺诈和丑闻。</li><li>如果你是加密货币,你需要两种处理崩溃的策略。</li></ul>昨天(2021年9月7日)比特币崩溃了,在我写这篇文章的时候,它又开始暴跌了。作为一个空头,这对我来说并不奇怪,但这对许多预计比特币将不间断地直奔 10 万美元的多头来说是一个重大冲击。</blockquote></p><p> Bitcoin is plagued/blessed with volatility and, make no mistake, if it did not have huge volatility, it would not be the giant brand it has become and crypto would not be the financial earthquake that is changing financial services forever.</p><p><blockquote>比特币受到波动性的困扰/祝福,毫无疑问,如果它没有巨大的波动性,它就不会成为一个巨大的品牌,加密也不会成为永远改变金融服务的金融地震。</blockquote></p><p> Markets are casinos; gamblers love to gamble and casinos love gamblers and ensure that they accommodate the players in as profitable a way as they can. Stocks, options, commodities, forex, they are no different from crypto in that they are filled with crashes, skulduggery and scandal, and the gaming tables are the same... ‘come play with leverage, come play with stop losses, this could be your lucky day.’</p><p><blockquote>市场就是赌场;赌徒喜欢赌博,赌场喜欢赌徒,并确保他们以尽可能有利可图的方式容纳玩家。股票、期权、商品、外汇,它们与加密没有什么不同,因为它们充满了崩溃、欺诈和丑闻,赌桌也是一样的……来玩杠杆,来玩止损,这可能是你的幸运日。</blockquote></p><p> Edwin Lefevre wrote the classic trading book in 1923 called ‘Reminiscences of a Stock Operator’ about famous trader/speculator/gambler Jesse Livermore. The ‘bucket shop’ scams of the time and the general trading environment around 1890-1930 remain basically unchanged today (…but, but, but think of all the regulation we have now…). Livermore was an incredibly talented trader that committed suicide when he lost it all, as traders are fated - by their counterparties and math - to do.</p><p><blockquote>埃德温-勒菲弗尔(Edwin Lefevre)于 1923 年撰写了一本名为《股票操作员回忆录》的经典交易书籍,讲述了著名交易员/投机者/赌徒杰西-利弗莫尔(Jesse Livermore)的故事。当时的 “桶店 ”骗局和 1890-1930 年前后的总体交易环境至今基本没有变化(.但是,但是,想想我们现在的所有监管.)。利弗莫尔是一位才华横溢的交易员,当他失去一切时,他自杀了,就像交易员注定要做的那样——由他们的交易对手和数学决定。</blockquote></p><p> Leverage and stop losses are just one example of how market actors like ‘bucket shops’ drive your account balances into their account balances. All the same finance scams of hidden charges, Ponzi schemes, ‘pump and dumps’ and so on are still everywhere to be seen in crypto, stocks etc. Where there are resources there are predators.</p><p><blockquote>杠杆和止损只是 “桶式商店 ”等市场参与者如何将您的账户余额转入他们的账户余额的一个例子。在加密货币、股票等领域,隐藏费用、庞氏骗局、 “拉高和转储 ”等金融骗局仍然随处可见。哪里有资源,哪里就有捕食者。</blockquote></p><p> So, a wild crash in crypto is to be expected and is perhaps even guaranteed. Take this phrase and write it like this:</p><p><blockquote>因此,加密货币的疯狂崩溃是意料之中的,甚至可能是有保证的。把这个短语写成这样:</blockquote></p><p> So, a wild crash in ______ is to be expected and is perhaps even guaranteed.</p><p><blockquote>因此,______中的疯狂坠机是意料之中的,甚至可能是有保证的。</blockquote></p><p> Fill the blank as you see fit: stocks, bonds, property, the dollar, gold, junk bonds…. It will fit in just fine.</p><p><blockquote>按你认为合适的方式填空:股票、债券、房地产、美元、黄金、垃圾债券…它会很合适。</blockquote></p><p> Crashing is what markets do.</p><p><blockquote>市场会崩溃。</blockquote></p><p> Therefore, if you want to play in crypto, or for that matter in any financial market, you need two strategies for dealing with crashes.</p><p><blockquote>因此,如果你想玩加密,或者在任何金融市场,你需要两种应对崩溃的策略。</blockquote></p><p> <b>Strategy 1) What not to do</b></p><p><blockquote><b>策略1)不要做什么</b></blockquote></p><p> <ol> <li>Do not carry much leverage if any. If an instrument is volatile do not carry leverage at all.</li> <li>Do not hold stop losses on another party’s platforms.</li> <li>Do not hold positions for no good reason.</li> <li>Be prepared to hold your positions after a crash if you get caught and stuck in one</li> <li>If you are<b>certain</b>a crash is underway, do not hold and hope,<i>sell</i>.</li> </ol> <b>Strategy 2) What to do</b></p><p><blockquote><ol><li>如果有的话,不要携带太多杠杆。如果一种工具不稳定,根本不要使用杠杆。</li><li>不要在对方平台上持有止损。</li><li>没有正当理由不要持有头寸。</li><li>如果您被困在车祸后,请做好坚守阵地的准备</li><li>如果你是<b>某些</b>车祸正在发生,不要抱着希望,<i>出售</i>.</li></ol><b>策略2)做什么</b></blockquote></p><p> <ol> <li>Never stop searching out the next crash. It is inevitable. One BTC at $60,000 is two BTC at $30,000.</li> <li>Buy the crash but only well after it’s happened and the dust is settling. This is the ultimate test of an investor.</li> <li>If you must trade during a crash, make sure you can depend on your providers not shuttering you in or out when it matters most (as true in stocks as in crypto). If you cannot depend on your service provider do not play. There is no customer service during a crash.</li> </ol> A crash is a 25% drop in a dull asset but 50%-75% in anything spicy like crypto and 90% outside the blue chip instruments of a market.</p><p><blockquote><ol><li>永远不要停止寻找下一次坠机事件。这是不可避免的。一个60,000美元的BTC是两个30,000美元的BTC。</li><li>买入车祸,但要在车祸发生后很久,尘埃落定。这是对投资者的终极考验。</li><li>如果您必须在崩盘期间进行交易,请确保您可以依靠您的提供商不会在最重要的时候将您拒之门外(股票和加密货币都是如此)。如果你不能依赖你的服务提供商,就不要玩。崩溃时没有客户服务。</li></ol>崩盘是指沉闷资产下跌 25%,但加密货币等任何辛辣资产下跌 50%-75%,市场蓝筹股工具以外的资产下跌 90%。</blockquote></p><p> <b>What next?</b></p><p><blockquote><b>下一步呢?</b></blockquote></p><p> Here is the chart:</p><p><blockquote>这是图表:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8e84d0c18312986bee801a102afc9dd6\" tg-width=\"640\" tg-height=\"420\" width=\"100%\" height=\"auto\">I’m still a bear<i>but</i>I think the recent rally is heavily driven by the social clampdown in China with Bitcoin and other cryptos a way of expatriating capital away from a developing authoritarian nightmare; a nightmare where even kids who want to play computer games can’t escape the boot of ideology. The impact of this new development may prove to be extremely potent and not in a good way for many, but for crypto it could be very strong.</p><p><blockquote>我还是一只熊<i>但</i>我认为最近的反弹在很大程度上是由中国社会打压推动的,中国社会打压比特币和其他加密货币是一种将资本从发展中的威权噩梦中转移出去的方式;这是一场噩梦,即使是想玩电脑游戏的孩子也无法逃脱意识形态的束缚。这一新发展的影响可能会被证明是非常强大的,对许多人来说不是好的,但对加密来说,它可能会非常强大。</blockquote></p><p> However, without that tailwind or other geopolitical conniptions I would expect Bitcoin to go under $20,000 but markets don’t listen to me. Like with every call, you must measure your speculation against what transpired. I produced a similar chart a few months ago showing the bull and the bear trend like the above. I hovered to the bear trend as the move I expected, and up went Bitcoin exactly on the bull trend as if by magic. Speculation is just that, and you have to believe what you see not what you think.</p><p><blockquote>不过,如果没有这一顺风或其他地缘政治因素,我预计比特币股价将跌破 2 万美元,但市场并不听我的。就像每一个看涨期权一样,你必须根据发生的事情来衡量你的猜测。几个月前,我制作了一张类似的图表,显示了如上所示的牛市和熊市趋势。正如我所预期的那样,我徘徊在熊市趋势上,比特币就像变魔术一样,完全沿着牛市趋势上涨。投机就是这样,你必须相信你所看到的,而不是你所想的。</blockquote></p><p> The above trends will therefore develop, and I remain a bear.</p><p><blockquote>因此,上述趋势将会发展,我仍然看空。</blockquote></p><p> <b>What to do?</b></p><p><blockquote><b>怎么办?</b></blockquote></p><p></p><p> The golden rule is if you think you know, you don’t, so stop. If you know you know then proceed.</p><p><blockquote>黄金法则是,如果你认为你知道,那你就不知道,那就停下来。如果你知道你知道,那就继续前进。</blockquote></p><p> Specifically:</p><p><blockquote>具体而言:</blockquote></p><p> <ol> <li>If you are a Hodl’er continue to dollar cost average in. If it really does melt down then perhaps drop some extra fiat in.</li> <li>If you don’t know what to do and need to ask then sell and save your fiat for when you are certain of your positions</li> <li>If you want to buy the dip be sure you want to hold because you might need to Hodl for a long time. If you are looking to flip you should wait because this move could go way lower.</li> <li>If you want to trade, look to go against extreme moves but only when they make your eyes bug out. Make sure the platform you use won’t choke and can execute under extreme volume.</li> <li>If you are looking for a re-entry - like me - this isn’t it (yet).</li> <li>If you are a tyro trader, study every tick of this. Crashes are where the real traders and investors make their killings because this is where the novices lose their shirts.</li> </ol> <b>What am I doing?</b></p><p><blockquote><ol><li>如果您是 Hodl 爱好者,请继续使用美元成本平均值。如果它真的融化了,那么也许可以添加一些额外的菲亚特。</li><li>如果你不知道该怎么办,需要询问,那就卖掉你的菲亚特,把它存起来,等你确定自己的头寸后再买。</li><li>如果你想逢低买入,一定要持有,因为你可能需要长期持有。如果你想翻转,你应该等待,因为这一举动可能会走得更低。</li><li>如果你想交易,要反对极端的举动,但前提是它们会让你眼花缭乱。确保您使用的平台不会窒息,并且能够在极端音量下执行。</li><li>如果你和我一样,正在寻找一个重返赛场的机会,那么现在还不是时候。</li><li>如果您是 tyro 交易者,请仔细研究其中的每一个细节。崩盘是真正的交易者和投资者杀戮的地方,因为这是新手失去衬衫的地方。</li></ol><b>我在干什么?</b></blockquote></p><p> ‘Hodling’ what little ‘unstable coins’ I have. I am watching out for what will look great value when this move capitulates while focusing on midcap tokens for now. If this is the big crash of this cycle, after it’s all over and a week or two later, I’ll be picking a portfolio from the rubble.</p><p><blockquote>“囤积 ”我仅有的一点 “不稳定的硬币 ”。我正在关注当这一举措投降时看起来会有什么巨大的价值,同时目前专注于中型股代币。如果这是这个周期的大崩盘,那么在一切结束之后,一两周后,我将从废墟中挑选一个投资组合。</blockquote></p><p> Bitcoin dropped another $1000 while I wrote this article and jumped $1000 while I edited it. The big take away is Bitcoin will be Bitcoin and crypto will always crash and moon and that is one of the reasons it will always be a huge brand fascinating millions.</p><p><blockquote>在我写这篇文章的时候,比特币又降了1000美元,在我编辑这篇文章的时候又涨了1000美元。最大的收获是比特币将是比特币,加密将永远崩溃和月亮,这是它将永远是一个吸引数百万人的巨大品牌的原因之一。</blockquote></p><p> Long term, Bitcoin will go a lot higher but it will not be a smooth or short road.</p><p><blockquote>从长远来看,比特币会走得更高,但这不会是一条平坦或短路。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4454069-bitcoin-crash-september-2021-what-you-should-know\">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":{"01499":"欧科云链","COIN":"Coinbase Global, Inc.","01611":"新火集团","GBTC":"比特币ETF-Grayscale"},"source_url":"https://seekingalpha.com/article/4454069-bitcoin-crash-september-2021-what-you-should-know","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148605188","content_text":"Summary\n\nBitcoin will be Bitcoin and bucket shops will be bucket shops.\nStocks, options, commodities and forex are no different from crypto in that they are filled with crashes, skulduggery and scandal.\nIf you're in crypto you need two strategies for dealing with crashes.\n\nYesterday (7thSeptember 2021) Bitcoin crashed, and as I write it is spiking down again. As a bear this is no surprise to me, but it is a major shock to many bulls who are expecting Bitcoin to go straight to $100,000 without a halt.\nBitcoin is plagued/blessed with volatility and, make no mistake, if it did not have huge volatility, it would not be the giant brand it has become and crypto would not be the financial earthquake that is changing financial services forever.\nMarkets are casinos; gamblers love to gamble and casinos love gamblers and ensure that they accommodate the players in as profitable a way as they can. Stocks, options, commodities, forex, they are no different from crypto in that they are filled with crashes, skulduggery and scandal, and the gaming tables are the same... ‘come play with leverage, come play with stop losses, this could be your lucky day.’\nEdwin Lefevre wrote the classic trading book in 1923 called ‘Reminiscences of a Stock Operator’ about famous trader/speculator/gambler Jesse Livermore. The ‘bucket shop’ scams of the time and the general trading environment around 1890-1930 remain basically unchanged today (…but, but, but think of all the regulation we have now…). Livermore was an incredibly talented trader that committed suicide when he lost it all, as traders are fated - by their counterparties and math - to do.\nLeverage and stop losses are just one example of how market actors like ‘bucket shops’ drive your account balances into their account balances. All the same finance scams of hidden charges, Ponzi schemes, ‘pump and dumps’ and so on are still everywhere to be seen in crypto, stocks etc. Where there are resources there are predators.\nSo, a wild crash in crypto is to be expected and is perhaps even guaranteed. Take this phrase and write it like this:\nSo, a wild crash in ______ is to be expected and is perhaps even guaranteed.\nFill the blank as you see fit: stocks, bonds, property, the dollar, gold, junk bonds…. It will fit in just fine.\nCrashing is what markets do.\nTherefore, if you want to play in crypto, or for that matter in any financial market, you need two strategies for dealing with crashes.\nStrategy 1) What not to do\n\nDo not carry much leverage if any. If an instrument is volatile do not carry leverage at all.\nDo not hold stop losses on another party’s platforms.\nDo not hold positions for no good reason.\nBe prepared to hold your positions after a crash if you get caught and stuck in one\nIf you arecertaina crash is underway, do not hold and hope,sell.\n\nStrategy 2) What to do\n\nNever stop searching out the next crash. It is inevitable. One BTC at $60,000 is two BTC at $30,000.\nBuy the crash but only well after it’s happened and the dust is settling. This is the ultimate test of an investor.\nIf you must trade during a crash, make sure you can depend on your providers not shuttering you in or out when it matters most (as true in stocks as in crypto). If you cannot depend on your service provider do not play. There is no customer service during a crash.\n\nA crash is a 25% drop in a dull asset but 50%-75% in anything spicy like crypto and 90% outside the blue chip instruments of a market.\nWhat next?\nHere is the chart:\nI’m still a bearbutI think the recent rally is heavily driven by the social clampdown in China with Bitcoin and other cryptos a way of expatriating capital away from a developing authoritarian nightmare; a nightmare where even kids who want to play computer games can’t escape the boot of ideology. The impact of this new development may prove to be extremely potent and not in a good way for many, but for crypto it could be very strong.\nHowever, without that tailwind or other geopolitical conniptions I would expect Bitcoin to go under $20,000 but markets don’t listen to me. Like with every call, you must measure your speculation against what transpired. I produced a similar chart a few months ago showing the bull and the bear trend like the above. I hovered to the bear trend as the move I expected, and up went Bitcoin exactly on the bull trend as if by magic. Speculation is just that, and you have to believe what you see not what you think.\nThe above trends will therefore develop, and I remain a bear.\nWhat to do?\nThe golden rule is if you think you know, you don’t, so stop. If you know you know then proceed.\nSpecifically:\n\nIf you are a Hodl’er continue to dollar cost average in. If it really does melt down then perhaps drop some extra fiat in.\nIf you don’t know what to do and need to ask then sell and save your fiat for when you are certain of your positions\nIf you want to buy the dip be sure you want to hold because you might need to Hodl for a long time. If you are looking to flip you should wait because this move could go way lower.\nIf you want to trade, look to go against extreme moves but only when they make your eyes bug out. Make sure the platform you use won’t choke and can execute under extreme volume.\nIf you are looking for a re-entry - like me - this isn’t it (yet).\nIf you are a tyro trader, study every tick of this. Crashes are where the real traders and investors make their killings because this is where the novices lose their shirts.\n\nWhat am I doing?\n‘Hodling’ what little ‘unstable coins’ I have. I am watching out for what will look great value when this move capitulates while focusing on midcap tokens for now. If this is the big crash of this cycle, after it’s all over and a week or two later, I’ll be picking a portfolio from the rubble.\nBitcoin dropped another $1000 while I wrote this article and jumped $1000 while I edited it. The big take away is Bitcoin will be Bitcoin and crypto will always crash and moon and that is one of the reasons it will always be a huge brand fascinating millions.\nLong term, Bitcoin will go a lot higher but it will not be a smooth or short road.","news_type":1,"symbols_score_info":{"GBTC":0.9,"01499":0.9,"01611":0.9,"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":1786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835647122,"gmtCreate":1629716031966,"gmtModify":1631889376934,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Comment and like please","listText":"Comment and like please","text":"Comment and like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835647122","repostId":"1167336009","repostType":4,"repost":{"id":"1167336009","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":1629713198,"share":"https://www.laohunote.com/m/news/1167336009?lang=zh_CN&edition=full","pubTime":"2021-08-23 18:06","market":"us","language":"en","title":"JD.com beats second-quarter sales estimates<blockquote>京东第二季度销售额超出预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167336009","media":"Tiger Newspress","summary":"Chinese e-commerce platform JD.com Inc on Monday beat analysts' expectations for quarterly revenue, ","content":"<p>Chinese e-commerce platform JD.com Inc on Monday beat analysts' expectations for quarterly revenue, boosted by strong demand for online shopping triggered by the COVID-19 pandemic.</p><p><blockquote>中国电子商务平台京东周一的季度收入超出了分析师的预期,这得益于 COVID-19 大流行引发的强劲网上购物需求。</blockquote></p><p> Net revenue at JD.com rose about 26% to 253.8 billion yuan ($39.14 billion) in the second quarter ended June 30. Analysts had expected revenue of 249.27 billion yuan, according to IBES data from Refinitiv.</p><p><blockquote>截至 6 月 30 日的第二季度,京东的净收入增长约 26%,达到 2538 亿元人民币(391.4 亿美元)。根据 Refinitiv 的 IBES 数据,分析师此前预期营收为 2492.7 亿元人民币。</blockquote></p><p> <a href=\"https://www.laohu8.com/live/16296945283683?invite=33333\" target=\"_blank\">Q2 2021 JD.Com Inc Earnings Conference Call</a></p><p><blockquote><a href=\"https://www.laohu8.com/live/16296945283683?invite=33333\" target=\"_blank\">2021 年第二季度京东公司收益电话会议</a></blockquote></p><p> <b>Second Quarter 2021 Highlights</b></p><p><blockquote><b>2021 年第二季度亮点</b></blockquote></p><p> <ul> <li><b>Net revenues</b> for the second quarter of 2021 were RMB253.8 billion (US$139.3 billion), an increase of 26.2% from the second quarter of 2020. Net service revenues for the second quarter of 2021 were RMB34.1 billion (US$5.3 billion), an increase of 49.2% from the second quarter of 2020.</li> <li><b>Income from operations</b> for the second quarter of 2021 was RMB300.8 million (US$46.6 million), compared to RMB5.0 billion for the same period last year.<b>Non-GAAP2income from operations</b> for the second quarter of 2021 was RMB2.5 billion (US$0.4 billion), compared to RMB5.6 billion for the second quarter of 2020. Operating margin of JD Retail before unallocated items for the second quarter of 2021 was 2.6%, remained stable compared with the second quarter of 2020<b>3</b>.</li> <li><b>Net incomeattributable to ordinary shareholders</b> for the second quarter of 2021 was RMB794.3 million (US$123.0 million), compared to RMB16.4 billion for the same period last year.<b>Non-GAAP net incomeattributable to ordinary shareholders</b> for the second quarter of 2021 was RMB4.6 billion (US$0.7 billion), compared to RMB5.9 billion for the same period last year.</li> <li><b>Diluted net income per ADS</b> for the second quarter of 2021 was RMB0.50 (US$0.08), compared to RMB10.47 for the second quarter of 2020.<b>Non-GAAP diluted net income per ADS</b> for the second quarter of 2021 was RMB2.90 (US$0.45), compared to RMB3.51 for the same period last year.</li> <li><b>Operating cash flow</b> for the twelve months ended June 30, 2021 increased to RMB38.9 billion (US$6.0 billion) from RMB26.3 billion for the twelve months ended June 30, 2020. Free cash flow, which excludes the impact from JD Baitiao receivables included in the operating cash flow, for the twelve months ended June 30, 2021 increased to RMB31.9 billion (US$4.9 billion), compared to RMB22.7 billion for the twelve months ended June 30, 2020.</li> <li><b>Annual active customer accounts4</b> increased by 27.4% to 531.9 million in the twelve months ended June 30, 2021 from 417.4 million in the twelve months ended June 30, 2020.</li> </ul> JD.com shares fell 1.8% in premarket trading.</p><p><blockquote><ul><li><b>净收入</b>2021年第二季度为人民币2538亿元(1393亿美元),较2020年第二季度增长26.2%。2021 年第二季度净服务收入为人民币 341 亿元(53 亿美元),比 2020 年第二季度增长 49.2%。</li><li><b>营业收入</b>2021 年第二季度的营业额为人民币 3.008 亿元(4660 万美元),而去年同期为人民币 50 亿元。<b>非公认会计准则2营业收入</b>2021年第二季度为人民币25亿元(4亿美元),而2020年第二季度为人民币56亿元。京东零售2021年第二季度未分配项目前营业利润率为2.6%,与2020年第二季度相比保持稳定<b>3</b>.</li><li><b>归属于普通股股东的净利润</b>2021年第二季度为人民币7.943亿元(1.23亿美元),而去年同期为人民币164亿元。<b>非公认会计准则归属于普通股股东的净利润</b>2021年第二季度为人民币46亿元(7亿美元),而去年同期为人民币59亿元。</li><li><b>每股美国存托凭证摊薄净利润</b>2021年第二季度为人民币0.50元(0.08美元),而2020年第二季度为人民币10.47元。<b>非 GAAP 每股美国存托凭证摊薄净利润</b>2021年第二季度为人民币2.90元(0.45美元),而去年同期为人民币3.51元。</li><li><b>经营现金流量</b>截至2021年6月30日止十二个月,由截至2020年6月30日止十二个月的人民币263亿元增加至人民币389亿元(60亿美元)。截至2021年6月30日止十二个月的自由现金流(不包括计入经营现金流的京东白条应收款项的影响)增加至人民币319亿元(49亿美元),而截至2020年6月30日止十二个月为人民币227亿元。</li><li><b>年度活跃客户账户4</b>由截至二零二零年六月三十日止十二个月的417.4百万增加27.4%至截至二零二一年六月三十日止十二个月的531.9百万。</li></ul>京东股价在盘前交易中下跌 1.8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0a2c969e7e956090e6edcd9fad738ba1\" tg-width=\"893\" tg-height=\"641\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b><i>Business Highlights</i></b></p><p><blockquote><b><i>业务亮点</i></b></blockquote></p><p> <b><u>Environment, Social and Governance</u></b></p><p><blockquote><b><u>环境、社会及管治</u></b></blockquote></p><p> <ul> <li>In response to the severe flooding in the central China province of Henan, JD.com donated over 20 truckloads of rescue supplies and daily necessities dispatched from JD.com’s closest warehouse. Furthermore, JD Health opened a free 24-hour hotline for medical consultation and donated healthcare supplies for disinfection and epidemic prevention. The emergency efforts reflect the company’s longstanding policy of immediately donating goods to disaster areas from the nearest JD.com’s warehouse. JD Retail also assisted merchants in the affected regions through fee relief and additional insurance to accelerate the disaster recovery effort.</li> <li>On June 18, JD.com published its Sustainability Report discussing the company’s achievements from 2018 to 2020 in creating a low-carbon enterprise through environmentally friendly logistics, procurement and facilities. Since 2017, JD.com has been gradually replacing traditional fuel-combustion trucks with new energy vehicles reducing carbon dioxide emissions by more than 120,000 tons each year.</li> <li>In June, JD Logistics and P&G Beauty completed an environmentally friendly soccer field made from recycled plastic bottles at the Nanjing Foreign Language School, representing a milestone for JD.com’s Green Stream Initiative on its 4th anniversary. Last year, P&G Beauty joined JD Logistics’s bottle recycling program as a strategic partner to recycle plastic P&G brand products in Shanghai and Guangzhou. As of June 2021, over 20,000 families have participated in the program.</li> </ul> <b><u>JD Retail</u></b></p><p><blockquote><ul><li>为应对中国中部河南省的严重洪灾,京东从京东最近的仓库捐赠了 20 多卡车的救援物资和生活必需品。此外,京东健康开通24小时免费医疗咨询热线,捐赠消毒防疫医疗物资。应急工作反映了该公司的长期政策,即从最近的京东仓库立即向灾区捐赠物资。京东零售还通过费用减免和额外保险等方式帮助受灾地区的商家加速灾后恢复工作。</li><li>6 月 18 日,京东发布了可持续发展报告,讨论了公司从 2018 年到 2020 年通过环保物流、采购和设施创建低碳企业所取得的成就。自2017年以来,京东逐步用新能源汽车替代传统燃油卡车,每年减少二氧化碳排放超过12万吨。</li><li>今年 6 月,京东物流与宝洁美妆在南京外国语学校建成了一个由回收塑料瓶制成的环保足球场,标志着京东绿色溪流倡议四周年的一个里程碑。去年,宝洁美妆作为战略合作伙伴加入了京东物流的瓶子回收计划,在上海和广州回收塑料宝洁品牌产品。截至2021年6月,已有超过20,000个家庭参与了该计划。</li></ul><b><u>京东零售</u></b></blockquote></p><p></p><p> <ul> <li>JD.com’s 618 Grand Promotion reported outstanding results. During the 18-day sale from June 1 to 18, over 236 brands achieved sales of over RMB100 million. Order requests from 92% of districts and counties and 84% of small towns were fulfilled on the same or next day. Omni-channel also played an integral part in the 618 Grand Promotion with over one thousand digital and computer stores supporting on-demand consumption and one-hour delivery service.</li> <li>LVMH group expanded its innovative partnerships with JD.com in the second quarter. Leveraging the JD.com mini-app, LVMH’s BVLGARI brand provided customers with a new shopping experience featuring a full suite of products including selected jewelry and watches. This represents the first time BVLGARI has collaborated with a third-party online retailer in its history of 137 years. Berluti, the top luxury menswear fashion house under the LVMH group, also established its first official global flagship store on JD.com during the period.</li> <li>Several internationally renowned beauty brands recently launched official flagship stores on JD.com including LVMH Group’s Guerlain in early August, as well as LVMH Group’s Givenchy Beauty and Benefit, Estee Lauder Companies’ Estee Lauder, Clinique and Origins, and L’Oreal's Kiehl's in July. The addition of these brands further enriches JD Beauty's high-quality product suite and ensures a best-of-class shopping experience for customers with services provided by JD Logistics.</li> </ul> <b><u>JD Health</u></b></p><p><blockquote><ul><li>京东的 618 大促销活动取得了出色的成绩。在6月1日至18日的18天销售中,超过236个品牌的销售额超过人民币1亿元。92%的区县和84%的小城镇的订单请求在当天或次日得到满足。全渠道也在618大促销中扮演了不可或缺的角色,超过一千家数码和电脑商店支持按需消费和一小时送达服务。</li><li>LVMH集团在第二季度扩大了与京东的创新合作伙伴关系。LVMH旗下的宝格丽品牌利用京东迷你应用程序,为顾客提供了全新的购物体验,包括精选珠宝和手表在内的全套产品。这是宝格丽137年历史上首次与第三方在线零售商合作。LVMH集团旗下顶级奢侈男装时装品牌Berluti亦于期内于京东成立首家全球官方旗舰店。</li><li>几个国际知名美容品牌最近在京东上推出了官方旗舰店,包括 8 月初的 LVMH 集团旗下的娇兰,以及 7 月份的 LVMH 集团旗下的 Givenchy Beauty and Benefit,雅诗兰黛公司旗下的 Estee Lauder、Clinique 和 Origins,以及欧莱雅旗下的 Kiehl's。这些品牌的加入进一步丰富了京东美妆的优质产品套件,并通过京东物流提供的服务确保为客户提供一流的购物体验。</li></ul><b><u>京东健康</u></b></blockquote></p><p> <ul> <li>As an important platform for healthcare brands to expand online sales channels and accelerate digitalization, in the second quarter, JD Health closely cooperated with leading global pharmaceutical companies. JD Health deepened its cooperation with UCB China and became its strategic partner for the distribution of UCB China’s anti-allergic drug Zyrtec (cetirizine hydrochloride tablet and drops). JD Health facilitated the expansion and maintenance of multiple sales channels for Zyrtec including online, offline small and medium sized chain pharmacies as well as individual pharmacies. JD Health also officially launched the AstraZeneca direct sales flagship store, Sanofi direct sales flagship store and other brand stores in order to provide more convenient and professional online and offline integrated healthcare services to patients with chronic diseases.</li> <li>In order to address the need for supply chains for certain special drugs, in the second quarter, JD Health partnered with JD Logistics to establish “cold chain” capabilities covering over 100 cities in 12 provincial-level administrative regions across China. With such capabilities, JD Pharmacy is able to expand its business into special drugs for rare diseases. A number of cold chain products from Eli Lilly and Company, Novartis, Sanofi and other brands became available through JD Pharmacy.</li> </ul> <b><u>JD Logistics</u></b></p><p><blockquote><ul><li>作为医疗健康品牌拓展线上销售渠道、加速数字化的重要平台,二季度,京东健康与全球头部药企展开了紧密合作。京东健康深化与UCB中国的合作,成为UCB中国抗过敏药物Zyrtec(盐酸西替利嗪片和滴剂)经销的战略合作伙伴。京东健康促进了Zyrtec多个销售渠道的拓展和维护,包括线上、线下中小型连锁药店以及个体药店。京东健康还正式上线了阿斯利康直销旗舰店、赛诺菲直销旗舰店等品牌门店,为慢病患者提供更加便捷、专业的线上线下一体化医疗服务。</li><li>为了解决某些特殊药品的供应链需求,第二季度,京东健康与京东物流合作,建立了覆盖全国12个省级行政区域100多个城市的“冷链”能力。有了这样的能力,京东大药房就能够将业务拓展到罕见病特药领域。礼来公司、诺华、赛诺菲等多个品牌的冷链产品通过京东大药房上架。</li></ul><b><u>京东物流</u></b></blockquote></p><p> <ul> <li>On May 28, JD Logistics successfully listed on the Main Board of the Hong Kong Stock Exchange under the stock code “2618”. Net proceeds from this offering, including the over-allotment options, amounted to approximately RMB23.0 billion. After listing in Hong Kong, JD Logistics will continue to focus on developing its integrated supply chain, including upgrading and expanding its six logistics networks, developing advanced technologies to be used in its supply chain solutions and logistics services, expanding the breadth and depth of integrated solutions, improving supply chain efficiency and user experience for customers, and reducing operating costs.</li> <li>JD Logistics further strengthened its cross regional highway, railway and air cargo network to enhance its next-morning and next-day delivery service. As of June 30, 2021, JD Logistics had over 1,000 air cargo routes and the ability to utilize over 300 railway routes. During the 618 Grand Promotion, customers enjoyed delivery service within minutes of order placement in over 200 cities in China.</li> <li>In June, JD Logistics and Xiaomi Youpin jointly launched a warehousing and distribution center in Tianjin, upgrading the supply chain cooperation between the two parties. The warehousing center will provide one-stop logistics services including collection, sorting, warehousing, packaging, and distribution, covering all categories of products for its customers.</li> <li>As of June 30, 2021, JD Logistics operated approximately 1,200 warehouses, which covered an aggregate gross floor area of approximately 23 million square meters, including warehouse space of cloud warehouses managed under the JD Logistics Open Warehouse Platform.</li> </ul> <b><u>Other Highlights</u></b></p><p><blockquote><ul><li>5月28日,京东物流在香港联交所主板成功上市,股票代码为“2618”。此次发售的所得款项净额(包括超额配股权)约为人民币230亿元。在香港上市后,京东物流将继续专注于发展其综合供应链,包括升级和扩展其六大物流网络,开发用于其供应链解决方案和物流服务的先进技术,扩大综合解决方案的广度和深度,提高供应链效率和客户的用户体验,并降低运营成本。</li><li>京东物流进一步强化跨区域公路、铁路、航空货运网络,提升次日达服务。截至2021年6月30日,京东物流拥有超过1,000条航空货运航线和超过300条铁路航线的利用能力。在618大促期间,客户在全国200多个城市享受下单分钟内送达服务。</li><li>6月,京东物流与小米有品在天津联合推出仓配中心,双方供应链合作升级。仓储中心将为客户提供收集、分拣、仓储、包装、配送等一站式物流服务,涵盖所有类别的产品。</li><li>截至2021年6月30日,京东物流运营约1,200个仓库,总建筑面积约2300万平方米,包括京东物流开放仓库平台管理的云仓仓库空间。</li></ul><b><u>其他亮点</u></b></blockquote></p><p></p><p> <ul> <li>On June 18, AiHuiShou, a secondhand electronics transactions and services platform, was officially listed on the New York Stock Exchange under the stock ticker “RERE”. JD.com’s ownership ratio was approximately 33.4% after listing. According to the partnership agreement signed between JD.com and AiHuiShou, the two companies will cooperate in the areas of user traffic, marketing, R&D, sales and channel commissions, supply chain and logistics, customer service and after-sales service.</li> </ul> <b><u>Operational Metrics Update</u></b></p><p><blockquote><ul><li>6月18日,二手电子交易与服务平台爱回收在纽交所正式挂牌上市,股票代码为“RERE”。京东上市后的持股比例约为33.4%。根据京东与爱回收签署的合作伙伴协议,两家公司将在用户流量、市场营销、研发、销售和渠道佣金、供应链和物流、客户服务和售后服务等领域展开合作。</li></ul><b><u>操作指标更新</u></b></blockquote></p><p> <ul> <li>As of June 30, 2021, JD.com had over 320,000 employees, excluding part-time and interns.</li> </ul> <b>Second Quarter 2021 Financial Results</b></p><p><blockquote><ul><li>截至2021年6月30日,京东拥有超过32万名员工,不包括兼职和实习生。</li></ul><b>2021年第二季度财务业绩</b></blockquote></p><p> <b><i>Net Revenues.</i></b> For the second quarter of 2021, JD.com reported net revenues of RMB253.8 billion (US$39.3 billion), representing a 26.2% increase from the same period in 2020. Net product revenues increased by 23.3%, while net service revenues increased by 49.2% for the second quarter of 2021, as compared to the same period of 2020.</p><p><blockquote><b><i>净收入。</i></b>2021年第二季度,京东报告净收入为人民币2538亿元(393亿美元),比2020年同期增长26.2%。与2020年同期相比,2021年第二季度净产品收入增长23.3%,净服务收入增长49.2%。</blockquote></p><p> <b><i>Cost of Revenues</i></b><b>.</b>Cost of revenues increased by 28.8% to RMB222.1 billion (US$34.4 billion) for the second quarter of 2021 from RMB172.4 billion for the second quarter of 2020.</p><p><blockquote><b><i>收入成本</i></b><b>.</b>收入成本从2020年第二季度的人民币1724亿元增长28.8%至2021年第二季度的人民币2221亿元(344亿美元)。</blockquote></p><p> <b><i>Fulfillment Expenses</i></b><b>.</b>Fulfillment expenses, which primarily include procurement, warehousing, delivery, customer service and payment processing expenses, increased by 22.5% to RMB14.6 billion (US$2.3 billion) for the second quarter of 2021 from RMB12.0 billion for the second quarter of 2020. Fulfillment expenses as a percentage of net revenues was 5.8% for the second quarter of 2021, compared to 5.9% for the same period last year.</p><p><blockquote><b><i>履约费用</i></b><b>.</b>履约费用主要包括采购、仓储、交付、客户服务和支付处理费用,从2020年第二季度的人民币120亿元增长22.5%至2021年第二季度的人民币146亿元(23亿美元)。2021 年第二季度履约费用占净收入的百分比为 5.8%,而去年同期为 5.9%。</blockquote></p><p> <b><i>Marketing Expenses</i></b><b>.</b>Marketing expenses increased by 56.0% to RMB10.6 billion (US$1.6 billion) for the second quarter of 2021 from RMB6.8 billion for the second quarter of 2020.</p><p><blockquote><b><i>营销费用</i></b><b>.</b>营销费用从2020年第二季度的人民币68亿元增长56.0%至2021年第二季度的人民币106亿元(16亿美元)。</blockquote></p><p> <b><i>Research and Development Expenses</i></b><b>.</b>Research and development expenses was RMB3.7 billion (US$0.6 billion) for the second quarter of 2021, as compared to RMB3.6 billion for the second quarter of 2020.</p><p><blockquote><b><i>研发开支</i></b><b>.</b>2021 年第二季度的研发费用为人民币 37 亿元(6 亿美元),而 2020 年第二季度为人民币 36 亿元。</blockquote></p><p> <b><i>General and Administrative Expenses</i></b><b>.</b> General and administrative expenses increased by 80.0% to RMB2.6 billion (US$0.4 billion) for the second quarter of 2021 from RMB1.4 billion for the second quarter of 2020. The increase was primarily due to the increase in share-based compensation expenses.</p><p><blockquote><b><i>一般及行政开支</i></b><b>.</b>一般及管理费用从2020年第二季度的人民币14亿元增长80.0%至2021年第二季度的人民币26亿元(4亿美元)。该增加主要由于以股份为基础的薪酬开支增加。</blockquote></p><p> <b><i>Income from Operations and Non-GAAP Income from Operations.</i></b>Income from operations for the second quarter of 2021 was RMB300.8 million (US$46.6 million), compared to RMB5.0 billion for the same period last year. Non-GAAP income from operations for the second quarter of 2021 was RMB2.5 billion (US$0.4 billion), compared to non-GAAP income from operations of RMB5.6 billion for the second quarter of 2020. Operating margin of JD Retail before unallocated items for the second quarter of 2021 was 2.6%, remained stable compared with the second quarter of 2020.</p><p><blockquote><b><i>营业收入和非 GAAP 营业收入。</i></b>2021 年第二季度的营业收入为人民币 3.008 亿元(4660 万美元),而去年同期为人民币 50 亿元。2021 年第二季度非 GAAP 运营收入为人民币 25 亿元(4 亿美元),而 2020 年第二季度非 GAAP 运营收入为人民币 56 亿元。京东零售2021年第二季度未分配项目前的营业利润率为2.6%,与2020年第二季度相比保持稳定。</blockquote></p><p> <b><i>Non-GAAP EBITDA</i></b>for the second quarter of 2021 was RMB3.7 billion (US$0.6 billion), compared to RMB6.9 billion for the second quarter of 2020.</p><p><blockquote><b><i>非 GAAP EBITDA</i></b>2021年第二季度为人民币37亿元(6亿美元),而2020年第二季度为人民币69亿元。</blockquote></p><p> <b><i>Share of Results of Equity Investees.</i></b> Share of results of equity investees was an income of RMB522.8 million (US$81.0 million) for the second quarter of 2021, as compared to an income of RMB4.0 billion for the second quarter of 2020. The substantial decrease was primarily due to a one-off dilution gain of RMB4.1 billion recognized upon the IPO of Dada Group during the second quarter of 2020.</p><p><blockquote><b><i>应占股权被投资方的业绩。</i></b>2021 年第二季度应占股权被投资方的收入为人民币 5.228 亿元(8100 万美元),而 2020 年第二季度的收入为人民币 40 亿元。大幅减少主要由于达达集团于二零二零年第二季度首次公开发售时确认一次性摊薄收益人民币41亿元。</blockquote></p><p> <b><i>Net IncomeAttributable to Ordinary Shareholdersand Non-GAAP Net IncomeAttributable to Ordinary Shareholders.</i></b>Net income attributable to ordinary shareholders for the second quarter of 2021 was RMB794.3 million (US$123.0 million), compared to RMB16.4 billion for the same period last year. Non-GAAP net income attributable to ordinary shareholders for the second quarter of 2021 was RMB4.6 billion (US$0.7 billion), compared to RMB5.9 billion for the same period last year.</p><p><blockquote><b><i>归属于普通股股东的净利润和非公认会计准则归属于普通股股东的净利润。</i></b>2021年第二季度归属于普通股股东的净利润为人民币7.943亿元(1.23亿美元),而去年同期为人民币164亿元。2021 年第二季度非 GAAP 归属于普通股股东的净利润为人民币 46 亿元(7 亿美元),而去年同期为人民币 59 亿元。</blockquote></p><p> <b><i>Diluted EPS and Non-GAAP Diluted EPS.</i></b>Diluted net income per ADS for the second quarter of 2021 was RMB0.50 (US$0.08), compared to RMB10.47 for the second quarter of 2020. Non-GAAP diluted net income per ADS for the second quarter of 2021 was RMB2.90 (US$0.45), compared to RMB3.51 for the second quarter of 2020.</p><p><blockquote><b><i>稀释每股收益和非公认会计准则稀释每股收益。</i></b>2021 年第二季度每股美国存托凭证摊薄净利润为人民币 0.50 元(0.08 美元),而 2020 年第二季度为人民币 10.47 元。2021 年第二季度非 GAAP 摊薄每股美国存托凭证净利润为人民币 2.90 元(0.45 美元),而 2020 年第二季度为人民币 3.51 元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JD.com beats second-quarter sales estimates<blockquote>京东第二季度销售额超出预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJD.com beats second-quarter sales estimates<blockquote>京东第二季度销售额超出预期</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\">2021-08-23 18:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Chinese e-commerce platform JD.com Inc on Monday beat analysts' expectations for quarterly revenue, boosted by strong demand for online shopping triggered by the COVID-19 pandemic.</p><p><blockquote>中国电子商务平台京东周一的季度收入超出了分析师的预期,这得益于 COVID-19 大流行引发的强劲网上购物需求。</blockquote></p><p> Net revenue at JD.com rose about 26% to 253.8 billion yuan ($39.14 billion) in the second quarter ended June 30. Analysts had expected revenue of 249.27 billion yuan, according to IBES data from Refinitiv.</p><p><blockquote>截至 6 月 30 日的第二季度,京东的净收入增长约 26%,达到 2538 亿元人民币(391.4 亿美元)。根据 Refinitiv 的 IBES 数据,分析师此前预期营收为 2492.7 亿元人民币。</blockquote></p><p> <a href=\"https://www.laohu8.com/live/16296945283683?invite=33333\" target=\"_blank\">Q2 2021 JD.Com Inc Earnings Conference Call</a></p><p><blockquote><a href=\"https://www.laohu8.com/live/16296945283683?invite=33333\" target=\"_blank\">2021 年第二季度京东公司收益电话会议</a></blockquote></p><p> <b>Second Quarter 2021 Highlights</b></p><p><blockquote><b>2021 年第二季度亮点</b></blockquote></p><p> <ul> <li><b>Net revenues</b> for the second quarter of 2021 were RMB253.8 billion (US$139.3 billion), an increase of 26.2% from the second quarter of 2020. Net service revenues for the second quarter of 2021 were RMB34.1 billion (US$5.3 billion), an increase of 49.2% from the second quarter of 2020.</li> <li><b>Income from operations</b> for the second quarter of 2021 was RMB300.8 million (US$46.6 million), compared to RMB5.0 billion for the same period last year.<b>Non-GAAP2income from operations</b> for the second quarter of 2021 was RMB2.5 billion (US$0.4 billion), compared to RMB5.6 billion for the second quarter of 2020. Operating margin of JD Retail before unallocated items for the second quarter of 2021 was 2.6%, remained stable compared with the second quarter of 2020<b>3</b>.</li> <li><b>Net incomeattributable to ordinary shareholders</b> for the second quarter of 2021 was RMB794.3 million (US$123.0 million), compared to RMB16.4 billion for the same period last year.<b>Non-GAAP net incomeattributable to ordinary shareholders</b> for the second quarter of 2021 was RMB4.6 billion (US$0.7 billion), compared to RMB5.9 billion for the same period last year.</li> <li><b>Diluted net income per ADS</b> for the second quarter of 2021 was RMB0.50 (US$0.08), compared to RMB10.47 for the second quarter of 2020.<b>Non-GAAP diluted net income per ADS</b> for the second quarter of 2021 was RMB2.90 (US$0.45), compared to RMB3.51 for the same period last year.</li> <li><b>Operating cash flow</b> for the twelve months ended June 30, 2021 increased to RMB38.9 billion (US$6.0 billion) from RMB26.3 billion for the twelve months ended June 30, 2020. Free cash flow, which excludes the impact from JD Baitiao receivables included in the operating cash flow, for the twelve months ended June 30, 2021 increased to RMB31.9 billion (US$4.9 billion), compared to RMB22.7 billion for the twelve months ended June 30, 2020.</li> <li><b>Annual active customer accounts4</b> increased by 27.4% to 531.9 million in the twelve months ended June 30, 2021 from 417.4 million in the twelve months ended June 30, 2020.</li> </ul> JD.com shares fell 1.8% in premarket trading.</p><p><blockquote><ul><li><b>净收入</b>2021年第二季度为人民币2538亿元(1393亿美元),较2020年第二季度增长26.2%。2021 年第二季度净服务收入为人民币 341 亿元(53 亿美元),比 2020 年第二季度增长 49.2%。</li><li><b>营业收入</b>2021 年第二季度的营业额为人民币 3.008 亿元(4660 万美元),而去年同期为人民币 50 亿元。<b>非公认会计准则2营业收入</b>2021年第二季度为人民币25亿元(4亿美元),而2020年第二季度为人民币56亿元。京东零售2021年第二季度未分配项目前营业利润率为2.6%,与2020年第二季度相比保持稳定<b>3</b>.</li><li><b>归属于普通股股东的净利润</b>2021年第二季度为人民币7.943亿元(1.23亿美元),而去年同期为人民币164亿元。<b>非公认会计准则归属于普通股股东的净利润</b>2021年第二季度为人民币46亿元(7亿美元),而去年同期为人民币59亿元。</li><li><b>每股美国存托凭证摊薄净利润</b>2021年第二季度为人民币0.50元(0.08美元),而2020年第二季度为人民币10.47元。<b>非 GAAP 每股美国存托凭证摊薄净利润</b>2021年第二季度为人民币2.90元(0.45美元),而去年同期为人民币3.51元。</li><li><b>经营现金流量</b>截至2021年6月30日止十二个月,由截至2020年6月30日止十二个月的人民币263亿元增加至人民币389亿元(60亿美元)。截至2021年6月30日止十二个月的自由现金流(不包括计入经营现金流的京东白条应收款项的影响)增加至人民币319亿元(49亿美元),而截至2020年6月30日止十二个月为人民币227亿元。</li><li><b>年度活跃客户账户4</b>由截至二零二零年六月三十日止十二个月的417.4百万增加27.4%至截至二零二一年六月三十日止十二个月的531.9百万。</li></ul>京东股价在盘前交易中下跌 1.8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0a2c969e7e956090e6edcd9fad738ba1\" tg-width=\"893\" tg-height=\"641\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b><i>Business Highlights</i></b></p><p><blockquote><b><i>业务亮点</i></b></blockquote></p><p> <b><u>Environment, Social and Governance</u></b></p><p><blockquote><b><u>环境、社会及管治</u></b></blockquote></p><p> <ul> <li>In response to the severe flooding in the central China province of Henan, JD.com donated over 20 truckloads of rescue supplies and daily necessities dispatched from JD.com’s closest warehouse. Furthermore, JD Health opened a free 24-hour hotline for medical consultation and donated healthcare supplies for disinfection and epidemic prevention. The emergency efforts reflect the company’s longstanding policy of immediately donating goods to disaster areas from the nearest JD.com’s warehouse. JD Retail also assisted merchants in the affected regions through fee relief and additional insurance to accelerate the disaster recovery effort.</li> <li>On June 18, JD.com published its Sustainability Report discussing the company’s achievements from 2018 to 2020 in creating a low-carbon enterprise through environmentally friendly logistics, procurement and facilities. Since 2017, JD.com has been gradually replacing traditional fuel-combustion trucks with new energy vehicles reducing carbon dioxide emissions by more than 120,000 tons each year.</li> <li>In June, JD Logistics and P&G Beauty completed an environmentally friendly soccer field made from recycled plastic bottles at the Nanjing Foreign Language School, representing a milestone for JD.com’s Green Stream Initiative on its 4th anniversary. Last year, P&G Beauty joined JD Logistics’s bottle recycling program as a strategic partner to recycle plastic P&G brand products in Shanghai and Guangzhou. As of June 2021, over 20,000 families have participated in the program.</li> </ul> <b><u>JD Retail</u></b></p><p><blockquote><ul><li>为应对中国中部河南省的严重洪灾,京东从京东最近的仓库捐赠了 20 多卡车的救援物资和生活必需品。此外,京东健康开通24小时免费医疗咨询热线,捐赠消毒防疫医疗物资。应急工作反映了该公司的长期政策,即从最近的京东仓库立即向灾区捐赠物资。京东零售还通过费用减免和额外保险等方式帮助受灾地区的商家加速灾后恢复工作。</li><li>6 月 18 日,京东发布了可持续发展报告,讨论了公司从 2018 年到 2020 年通过环保物流、采购和设施创建低碳企业所取得的成就。自2017年以来,京东逐步用新能源汽车替代传统燃油卡车,每年减少二氧化碳排放超过12万吨。</li><li>今年 6 月,京东物流与宝洁美妆在南京外国语学校建成了一个由回收塑料瓶制成的环保足球场,标志着京东绿色溪流倡议四周年的一个里程碑。去年,宝洁美妆作为战略合作伙伴加入了京东物流的瓶子回收计划,在上海和广州回收塑料宝洁品牌产品。截至2021年6月,已有超过20,000个家庭参与了该计划。</li></ul><b><u>京东零售</u></b></blockquote></p><p></p><p> <ul> <li>JD.com’s 618 Grand Promotion reported outstanding results. During the 18-day sale from June 1 to 18, over 236 brands achieved sales of over RMB100 million. Order requests from 92% of districts and counties and 84% of small towns were fulfilled on the same or next day. Omni-channel also played an integral part in the 618 Grand Promotion with over one thousand digital and computer stores supporting on-demand consumption and one-hour delivery service.</li> <li>LVMH group expanded its innovative partnerships with JD.com in the second quarter. Leveraging the JD.com mini-app, LVMH’s BVLGARI brand provided customers with a new shopping experience featuring a full suite of products including selected jewelry and watches. This represents the first time BVLGARI has collaborated with a third-party online retailer in its history of 137 years. Berluti, the top luxury menswear fashion house under the LVMH group, also established its first official global flagship store on JD.com during the period.</li> <li>Several internationally renowned beauty brands recently launched official flagship stores on JD.com including LVMH Group’s Guerlain in early August, as well as LVMH Group’s Givenchy Beauty and Benefit, Estee Lauder Companies’ Estee Lauder, Clinique and Origins, and L’Oreal's Kiehl's in July. The addition of these brands further enriches JD Beauty's high-quality product suite and ensures a best-of-class shopping experience for customers with services provided by JD Logistics.</li> </ul> <b><u>JD Health</u></b></p><p><blockquote><ul><li>京东的 618 大促销活动取得了出色的成绩。在6月1日至18日的18天销售中,超过236个品牌的销售额超过人民币1亿元。92%的区县和84%的小城镇的订单请求在当天或次日得到满足。全渠道也在618大促销中扮演了不可或缺的角色,超过一千家数码和电脑商店支持按需消费和一小时送达服务。</li><li>LVMH集团在第二季度扩大了与京东的创新合作伙伴关系。LVMH旗下的宝格丽品牌利用京东迷你应用程序,为顾客提供了全新的购物体验,包括精选珠宝和手表在内的全套产品。这是宝格丽137年历史上首次与第三方在线零售商合作。LVMH集团旗下顶级奢侈男装时装品牌Berluti亦于期内于京东成立首家全球官方旗舰店。</li><li>几个国际知名美容品牌最近在京东上推出了官方旗舰店,包括 8 月初的 LVMH 集团旗下的娇兰,以及 7 月份的 LVMH 集团旗下的 Givenchy Beauty and Benefit,雅诗兰黛公司旗下的 Estee Lauder、Clinique 和 Origins,以及欧莱雅旗下的 Kiehl's。这些品牌的加入进一步丰富了京东美妆的优质产品套件,并通过京东物流提供的服务确保为客户提供一流的购物体验。</li></ul><b><u>京东健康</u></b></blockquote></p><p> <ul> <li>As an important platform for healthcare brands to expand online sales channels and accelerate digitalization, in the second quarter, JD Health closely cooperated with leading global pharmaceutical companies. JD Health deepened its cooperation with UCB China and became its strategic partner for the distribution of UCB China’s anti-allergic drug Zyrtec (cetirizine hydrochloride tablet and drops). JD Health facilitated the expansion and maintenance of multiple sales channels for Zyrtec including online, offline small and medium sized chain pharmacies as well as individual pharmacies. JD Health also officially launched the AstraZeneca direct sales flagship store, Sanofi direct sales flagship store and other brand stores in order to provide more convenient and professional online and offline integrated healthcare services to patients with chronic diseases.</li> <li>In order to address the need for supply chains for certain special drugs, in the second quarter, JD Health partnered with JD Logistics to establish “cold chain” capabilities covering over 100 cities in 12 provincial-level administrative regions across China. With such capabilities, JD Pharmacy is able to expand its business into special drugs for rare diseases. A number of cold chain products from Eli Lilly and Company, Novartis, Sanofi and other brands became available through JD Pharmacy.</li> </ul> <b><u>JD Logistics</u></b></p><p><blockquote><ul><li>作为医疗健康品牌拓展线上销售渠道、加速数字化的重要平台,二季度,京东健康与全球头部药企展开了紧密合作。京东健康深化与UCB中国的合作,成为UCB中国抗过敏药物Zyrtec(盐酸西替利嗪片和滴剂)经销的战略合作伙伴。京东健康促进了Zyrtec多个销售渠道的拓展和维护,包括线上、线下中小型连锁药店以及个体药店。京东健康还正式上线了阿斯利康直销旗舰店、赛诺菲直销旗舰店等品牌门店,为慢病患者提供更加便捷、专业的线上线下一体化医疗服务。</li><li>为了解决某些特殊药品的供应链需求,第二季度,京东健康与京东物流合作,建立了覆盖全国12个省级行政区域100多个城市的“冷链”能力。有了这样的能力,京东大药房就能够将业务拓展到罕见病特药领域。礼来公司、诺华、赛诺菲等多个品牌的冷链产品通过京东大药房上架。</li></ul><b><u>京东物流</u></b></blockquote></p><p> <ul> <li>On May 28, JD Logistics successfully listed on the Main Board of the Hong Kong Stock Exchange under the stock code “2618”. Net proceeds from this offering, including the over-allotment options, amounted to approximately RMB23.0 billion. After listing in Hong Kong, JD Logistics will continue to focus on developing its integrated supply chain, including upgrading and expanding its six logistics networks, developing advanced technologies to be used in its supply chain solutions and logistics services, expanding the breadth and depth of integrated solutions, improving supply chain efficiency and user experience for customers, and reducing operating costs.</li> <li>JD Logistics further strengthened its cross regional highway, railway and air cargo network to enhance its next-morning and next-day delivery service. As of June 30, 2021, JD Logistics had over 1,000 air cargo routes and the ability to utilize over 300 railway routes. During the 618 Grand Promotion, customers enjoyed delivery service within minutes of order placement in over 200 cities in China.</li> <li>In June, JD Logistics and Xiaomi Youpin jointly launched a warehousing and distribution center in Tianjin, upgrading the supply chain cooperation between the two parties. The warehousing center will provide one-stop logistics services including collection, sorting, warehousing, packaging, and distribution, covering all categories of products for its customers.</li> <li>As of June 30, 2021, JD Logistics operated approximately 1,200 warehouses, which covered an aggregate gross floor area of approximately 23 million square meters, including warehouse space of cloud warehouses managed under the JD Logistics Open Warehouse Platform.</li> </ul> <b><u>Other Highlights</u></b></p><p><blockquote><ul><li>5月28日,京东物流在香港联交所主板成功上市,股票代码为“2618”。此次发售的所得款项净额(包括超额配股权)约为人民币230亿元。在香港上市后,京东物流将继续专注于发展其综合供应链,包括升级和扩展其六大物流网络,开发用于其供应链解决方案和物流服务的先进技术,扩大综合解决方案的广度和深度,提高供应链效率和客户的用户体验,并降低运营成本。</li><li>京东物流进一步强化跨区域公路、铁路、航空货运网络,提升次日达服务。截至2021年6月30日,京东物流拥有超过1,000条航空货运航线和超过300条铁路航线的利用能力。在618大促期间,客户在全国200多个城市享受下单分钟内送达服务。</li><li>6月,京东物流与小米有品在天津联合推出仓配中心,双方供应链合作升级。仓储中心将为客户提供收集、分拣、仓储、包装、配送等一站式物流服务,涵盖所有类别的产品。</li><li>截至2021年6月30日,京东物流运营约1,200个仓库,总建筑面积约2300万平方米,包括京东物流开放仓库平台管理的云仓仓库空间。</li></ul><b><u>其他亮点</u></b></blockquote></p><p></p><p> <ul> <li>On June 18, AiHuiShou, a secondhand electronics transactions and services platform, was officially listed on the New York Stock Exchange under the stock ticker “RERE”. JD.com’s ownership ratio was approximately 33.4% after listing. According to the partnership agreement signed between JD.com and AiHuiShou, the two companies will cooperate in the areas of user traffic, marketing, R&D, sales and channel commissions, supply chain and logistics, customer service and after-sales service.</li> </ul> <b><u>Operational Metrics Update</u></b></p><p><blockquote><ul><li>6月18日,二手电子交易与服务平台爱回收在纽交所正式挂牌上市,股票代码为“RERE”。京东上市后的持股比例约为33.4%。根据京东与爱回收签署的合作伙伴协议,两家公司将在用户流量、市场营销、研发、销售和渠道佣金、供应链和物流、客户服务和售后服务等领域展开合作。</li></ul><b><u>操作指标更新</u></b></blockquote></p><p> <ul> <li>As of June 30, 2021, JD.com had over 320,000 employees, excluding part-time and interns.</li> </ul> <b>Second Quarter 2021 Financial Results</b></p><p><blockquote><ul><li>截至2021年6月30日,京东拥有超过32万名员工,不包括兼职和实习生。</li></ul><b>2021年第二季度财务业绩</b></blockquote></p><p> <b><i>Net Revenues.</i></b> For the second quarter of 2021, JD.com reported net revenues of RMB253.8 billion (US$39.3 billion), representing a 26.2% increase from the same period in 2020. Net product revenues increased by 23.3%, while net service revenues increased by 49.2% for the second quarter of 2021, as compared to the same period of 2020.</p><p><blockquote><b><i>净收入。</i></b>2021年第二季度,京东报告净收入为人民币2538亿元(393亿美元),比2020年同期增长26.2%。与2020年同期相比,2021年第二季度净产品收入增长23.3%,净服务收入增长49.2%。</blockquote></p><p> <b><i>Cost of Revenues</i></b><b>.</b>Cost of revenues increased by 28.8% to RMB222.1 billion (US$34.4 billion) for the second quarter of 2021 from RMB172.4 billion for the second quarter of 2020.</p><p><blockquote><b><i>收入成本</i></b><b>.</b>收入成本从2020年第二季度的人民币1724亿元增长28.8%至2021年第二季度的人民币2221亿元(344亿美元)。</blockquote></p><p> <b><i>Fulfillment Expenses</i></b><b>.</b>Fulfillment expenses, which primarily include procurement, warehousing, delivery, customer service and payment processing expenses, increased by 22.5% to RMB14.6 billion (US$2.3 billion) for the second quarter of 2021 from RMB12.0 billion for the second quarter of 2020. Fulfillment expenses as a percentage of net revenues was 5.8% for the second quarter of 2021, compared to 5.9% for the same period last year.</p><p><blockquote><b><i>履约费用</i></b><b>.</b>履约费用主要包括采购、仓储、交付、客户服务和支付处理费用,从2020年第二季度的人民币120亿元增长22.5%至2021年第二季度的人民币146亿元(23亿美元)。2021 年第二季度履约费用占净收入的百分比为 5.8%,而去年同期为 5.9%。</blockquote></p><p> <b><i>Marketing Expenses</i></b><b>.</b>Marketing expenses increased by 56.0% to RMB10.6 billion (US$1.6 billion) for the second quarter of 2021 from RMB6.8 billion for the second quarter of 2020.</p><p><blockquote><b><i>营销费用</i></b><b>.</b>营销费用从2020年第二季度的人民币68亿元增长56.0%至2021年第二季度的人民币106亿元(16亿美元)。</blockquote></p><p> <b><i>Research and Development Expenses</i></b><b>.</b>Research and development expenses was RMB3.7 billion (US$0.6 billion) for the second quarter of 2021, as compared to RMB3.6 billion for the second quarter of 2020.</p><p><blockquote><b><i>研发开支</i></b><b>.</b>2021 年第二季度的研发费用为人民币 37 亿元(6 亿美元),而 2020 年第二季度为人民币 36 亿元。</blockquote></p><p> <b><i>General and Administrative Expenses</i></b><b>.</b> General and administrative expenses increased by 80.0% to RMB2.6 billion (US$0.4 billion) for the second quarter of 2021 from RMB1.4 billion for the second quarter of 2020. The increase was primarily due to the increase in share-based compensation expenses.</p><p><blockquote><b><i>一般及行政开支</i></b><b>.</b>一般及管理费用从2020年第二季度的人民币14亿元增长80.0%至2021年第二季度的人民币26亿元(4亿美元)。该增加主要由于以股份为基础的薪酬开支增加。</blockquote></p><p> <b><i>Income from Operations and Non-GAAP Income from Operations.</i></b>Income from operations for the second quarter of 2021 was RMB300.8 million (US$46.6 million), compared to RMB5.0 billion for the same period last year. Non-GAAP income from operations for the second quarter of 2021 was RMB2.5 billion (US$0.4 billion), compared to non-GAAP income from operations of RMB5.6 billion for the second quarter of 2020. Operating margin of JD Retail before unallocated items for the second quarter of 2021 was 2.6%, remained stable compared with the second quarter of 2020.</p><p><blockquote><b><i>营业收入和非 GAAP 营业收入。</i></b>2021 年第二季度的营业收入为人民币 3.008 亿元(4660 万美元),而去年同期为人民币 50 亿元。2021 年第二季度非 GAAP 运营收入为人民币 25 亿元(4 亿美元),而 2020 年第二季度非 GAAP 运营收入为人民币 56 亿元。京东零售2021年第二季度未分配项目前的营业利润率为2.6%,与2020年第二季度相比保持稳定。</blockquote></p><p> <b><i>Non-GAAP EBITDA</i></b>for the second quarter of 2021 was RMB3.7 billion (US$0.6 billion), compared to RMB6.9 billion for the second quarter of 2020.</p><p><blockquote><b><i>非 GAAP EBITDA</i></b>2021年第二季度为人民币37亿元(6亿美元),而2020年第二季度为人民币69亿元。</blockquote></p><p> <b><i>Share of Results of Equity Investees.</i></b> Share of results of equity investees was an income of RMB522.8 million (US$81.0 million) for the second quarter of 2021, as compared to an income of RMB4.0 billion for the second quarter of 2020. The substantial decrease was primarily due to a one-off dilution gain of RMB4.1 billion recognized upon the IPO of Dada Group during the second quarter of 2020.</p><p><blockquote><b><i>应占股权被投资方的业绩。</i></b>2021 年第二季度应占股权被投资方的收入为人民币 5.228 亿元(8100 万美元),而 2020 年第二季度的收入为人民币 40 亿元。大幅减少主要由于达达集团于二零二零年第二季度首次公开发售时确认一次性摊薄收益人民币41亿元。</blockquote></p><p> <b><i>Net IncomeAttributable to Ordinary Shareholdersand Non-GAAP Net IncomeAttributable to Ordinary Shareholders.</i></b>Net income attributable to ordinary shareholders for the second quarter of 2021 was RMB794.3 million (US$123.0 million), compared to RMB16.4 billion for the same period last year. Non-GAAP net income attributable to ordinary shareholders for the second quarter of 2021 was RMB4.6 billion (US$0.7 billion), compared to RMB5.9 billion for the same period last year.</p><p><blockquote><b><i>归属于普通股股东的净利润和非公认会计准则归属于普通股股东的净利润。</i></b>2021年第二季度归属于普通股股东的净利润为人民币7.943亿元(1.23亿美元),而去年同期为人民币164亿元。2021 年第二季度非 GAAP 归属于普通股股东的净利润为人民币 46 亿元(7 亿美元),而去年同期为人民币 59 亿元。</blockquote></p><p> <b><i>Diluted EPS and Non-GAAP Diluted EPS.</i></b>Diluted net income per ADS for the second quarter of 2021 was RMB0.50 (US$0.08), compared to RMB10.47 for the second quarter of 2020. Non-GAAP diluted net income per ADS for the second quarter of 2021 was RMB2.90 (US$0.45), compared to RMB3.51 for the second quarter of 2020.</p><p><blockquote><b><i>稀释每股收益和非公认会计准则稀释每股收益。</i></b>2021 年第二季度每股美国存托凭证摊薄净利润为人民币 0.50 元(0.08 美元),而 2020 年第二季度为人民币 10.47 元。2021 年第二季度非 GAAP 摊薄每股美国存托凭证净利润为人民币 2.90 元(0.45 美元),而 2020 年第二季度为人民币 3.51 元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167336009","content_text":"Chinese e-commerce platform JD.com Inc on Monday beat analysts' expectations for quarterly revenue, boosted by strong demand for online shopping triggered by the COVID-19 pandemic.\nNet revenue at JD.com rose about 26% to 253.8 billion yuan ($39.14 billion) in the second quarter ended June 30. Analysts had expected revenue of 249.27 billion yuan, according to IBES data from Refinitiv.\nQ2 2021 JD.Com Inc Earnings Conference Call\nSecond Quarter 2021 Highlights\n\nNet revenues for the second quarter of 2021 were RMB253.8 billion (US$139.3 billion), an increase of 26.2% from the second quarter of 2020. Net service revenues for the second quarter of 2021 were RMB34.1 billion (US$5.3 billion), an increase of 49.2% from the second quarter of 2020.\nIncome from operations for the second quarter of 2021 was RMB300.8 million (US$46.6 million), compared to RMB5.0 billion for the same period last year.Non-GAAP2income from operations for the second quarter of 2021 was RMB2.5 billion (US$0.4 billion), compared to RMB5.6 billion for the second quarter of 2020. Operating margin of JD Retail before unallocated items for the second quarter of 2021 was 2.6%, remained stable compared with the second quarter of 20203.\nNet incomeattributable to ordinary shareholders for the second quarter of 2021 was RMB794.3 million (US$123.0 million), compared to RMB16.4 billion for the same period last year.Non-GAAP net incomeattributable to ordinary shareholders for the second quarter of 2021 was RMB4.6 billion (US$0.7 billion), compared to RMB5.9 billion for the same period last year.\nDiluted net income per ADS for the second quarter of 2021 was RMB0.50 (US$0.08), compared to RMB10.47 for the second quarter of 2020.Non-GAAP diluted net income per ADS for the second quarter of 2021 was RMB2.90 (US$0.45), compared to RMB3.51 for the same period last year.\nOperating cash flow for the twelve months ended June 30, 2021 increased to RMB38.9 billion (US$6.0 billion) from RMB26.3 billion for the twelve months ended June 30, 2020. Free cash flow, which excludes the impact from JD Baitiao receivables included in the operating cash flow, for the twelve months ended June 30, 2021 increased to RMB31.9 billion (US$4.9 billion), compared to RMB22.7 billion for the twelve months ended June 30, 2020.\nAnnual active customer accounts4 increased by 27.4% to 531.9 million in the twelve months ended June 30, 2021 from 417.4 million in the twelve months ended June 30, 2020.\n\nJD.com shares fell 1.8% in premarket trading.\n\nBusiness Highlights\nEnvironment, Social and Governance\n\nIn response to the severe flooding in the central China province of Henan, JD.com donated over 20 truckloads of rescue supplies and daily necessities dispatched from JD.com’s closest warehouse. Furthermore, JD Health opened a free 24-hour hotline for medical consultation and donated healthcare supplies for disinfection and epidemic prevention. The emergency efforts reflect the company’s longstanding policy of immediately donating goods to disaster areas from the nearest JD.com’s warehouse. JD Retail also assisted merchants in the affected regions through fee relief and additional insurance to accelerate the disaster recovery effort.\nOn June 18, JD.com published its Sustainability Report discussing the company’s achievements from 2018 to 2020 in creating a low-carbon enterprise through environmentally friendly logistics, procurement and facilities. Since 2017, JD.com has been gradually replacing traditional fuel-combustion trucks with new energy vehicles reducing carbon dioxide emissions by more than 120,000 tons each year.\nIn June, JD Logistics and P&G Beauty completed an environmentally friendly soccer field made from recycled plastic bottles at the Nanjing Foreign Language School, representing a milestone for JD.com’s Green Stream Initiative on its 4th anniversary. Last year, P&G Beauty joined JD Logistics’s bottle recycling program as a strategic partner to recycle plastic P&G brand products in Shanghai and Guangzhou. As of June 2021, over 20,000 families have participated in the program.\n\nJD Retail\n\nJD.com’s 618 Grand Promotion reported outstanding results. During the 18-day sale from June 1 to 18, over 236 brands achieved sales of over RMB100 million. Order requests from 92% of districts and counties and 84% of small towns were fulfilled on the same or next day. Omni-channel also played an integral part in the 618 Grand Promotion with over one thousand digital and computer stores supporting on-demand consumption and one-hour delivery service.\nLVMH group expanded its innovative partnerships with JD.com in the second quarter. Leveraging the JD.com mini-app, LVMH’s BVLGARI brand provided customers with a new shopping experience featuring a full suite of products including selected jewelry and watches. This represents the first time BVLGARI has collaborated with a third-party online retailer in its history of 137 years. Berluti, the top luxury menswear fashion house under the LVMH group, also established its first official global flagship store on JD.com during the period.\nSeveral internationally renowned beauty brands recently launched official flagship stores on JD.com including LVMH Group’s Guerlain in early August, as well as LVMH Group’s Givenchy Beauty and Benefit, Estee Lauder Companies’ Estee Lauder, Clinique and Origins, and L’Oreal's Kiehl's in July. The addition of these brands further enriches JD Beauty's high-quality product suite and ensures a best-of-class shopping experience for customers with services provided by JD Logistics.\n\nJD Health\n\nAs an important platform for healthcare brands to expand online sales channels and accelerate digitalization, in the second quarter, JD Health closely cooperated with leading global pharmaceutical companies. JD Health deepened its cooperation with UCB China and became its strategic partner for the distribution of UCB China’s anti-allergic drug Zyrtec (cetirizine hydrochloride tablet and drops). JD Health facilitated the expansion and maintenance of multiple sales channels for Zyrtec including online, offline small and medium sized chain pharmacies as well as individual pharmacies. JD Health also officially launched the AstraZeneca direct sales flagship store, Sanofi direct sales flagship store and other brand stores in order to provide more convenient and professional online and offline integrated healthcare services to patients with chronic diseases.\nIn order to address the need for supply chains for certain special drugs, in the second quarter, JD Health partnered with JD Logistics to establish “cold chain” capabilities covering over 100 cities in 12 provincial-level administrative regions across China. With such capabilities, JD Pharmacy is able to expand its business into special drugs for rare diseases. A number of cold chain products from Eli Lilly and Company, Novartis, Sanofi and other brands became available through JD Pharmacy.\n\nJD Logistics\n\nOn May 28, JD Logistics successfully listed on the Main Board of the Hong Kong Stock Exchange under the stock code “2618”. Net proceeds from this offering, including the over-allotment options, amounted to approximately RMB23.0 billion. After listing in Hong Kong, JD Logistics will continue to focus on developing its integrated supply chain, including upgrading and expanding its six logistics networks, developing advanced technologies to be used in its supply chain solutions and logistics services, expanding the breadth and depth of integrated solutions, improving supply chain efficiency and user experience for customers, and reducing operating costs.\nJD Logistics further strengthened its cross regional highway, railway and air cargo network to enhance its next-morning and next-day delivery service. As of June 30, 2021, JD Logistics had over 1,000 air cargo routes and the ability to utilize over 300 railway routes. During the 618 Grand Promotion, customers enjoyed delivery service within minutes of order placement in over 200 cities in China.\nIn June, JD Logistics and Xiaomi Youpin jointly launched a warehousing and distribution center in Tianjin, upgrading the supply chain cooperation between the two parties. The warehousing center will provide one-stop logistics services including collection, sorting, warehousing, packaging, and distribution, covering all categories of products for its customers.\nAs of June 30, 2021, JD Logistics operated approximately 1,200 warehouses, which covered an aggregate gross floor area of approximately 23 million square meters, including warehouse space of cloud warehouses managed under the JD Logistics Open Warehouse Platform.\n\nOther Highlights\n\nOn June 18, AiHuiShou, a secondhand electronics transactions and services platform, was officially listed on the New York Stock Exchange under the stock ticker “RERE”. JD.com’s ownership ratio was approximately 33.4% after listing. According to the partnership agreement signed between JD.com and AiHuiShou, the two companies will cooperate in the areas of user traffic, marketing, R&D, sales and channel commissions, supply chain and logistics, customer service and after-sales service.\n\nOperational Metrics Update\n\nAs of June 30, 2021, JD.com had over 320,000 employees, excluding part-time and interns.\n\nSecond Quarter 2021 Financial Results\nNet Revenues. For the second quarter of 2021, JD.com reported net revenues of RMB253.8 billion (US$39.3 billion), representing a 26.2% increase from the same period in 2020. Net product revenues increased by 23.3%, while net service revenues increased by 49.2% for the second quarter of 2021, as compared to the same period of 2020.\nCost of Revenues.Cost of revenues increased by 28.8% to RMB222.1 billion (US$34.4 billion) for the second quarter of 2021 from RMB172.4 billion for the second quarter of 2020.\nFulfillment Expenses.Fulfillment expenses, which primarily include procurement, warehousing, delivery, customer service and payment processing expenses, increased by 22.5% to RMB14.6 billion (US$2.3 billion) for the second quarter of 2021 from RMB12.0 billion for the second quarter of 2020. Fulfillment expenses as a percentage of net revenues was 5.8% for the second quarter of 2021, compared to 5.9% for the same period last year.\nMarketing Expenses.Marketing expenses increased by 56.0% to RMB10.6 billion (US$1.6 billion) for the second quarter of 2021 from RMB6.8 billion for the second quarter of 2020.\nResearch and Development Expenses.Research and development expenses was RMB3.7 billion (US$0.6 billion) for the second quarter of 2021, as compared to RMB3.6 billion for the second quarter of 2020.\nGeneral and Administrative Expenses. General and administrative expenses increased by 80.0% to RMB2.6 billion (US$0.4 billion) for the second quarter of 2021 from RMB1.4 billion for the second quarter of 2020. The increase was primarily due to the increase in share-based compensation expenses.\nIncome from Operations and Non-GAAP Income from Operations.Income from operations for the second quarter of 2021 was RMB300.8 million (US$46.6 million), compared to RMB5.0 billion for the same period last year. Non-GAAP income from operations for the second quarter of 2021 was RMB2.5 billion (US$0.4 billion), compared to non-GAAP income from operations of RMB5.6 billion for the second quarter of 2020. Operating margin of JD Retail before unallocated items for the second quarter of 2021 was 2.6%, remained stable compared with the second quarter of 2020.\nNon-GAAP EBITDAfor the second quarter of 2021 was RMB3.7 billion (US$0.6 billion), compared to RMB6.9 billion for the second quarter of 2020.\nShare of Results of Equity Investees. Share of results of equity investees was an income of RMB522.8 million (US$81.0 million) for the second quarter of 2021, as compared to an income of RMB4.0 billion for the second quarter of 2020. The substantial decrease was primarily due to a one-off dilution gain of RMB4.1 billion recognized upon the IPO of Dada Group during the second quarter of 2020.\nNet IncomeAttributable to Ordinary Shareholdersand Non-GAAP Net IncomeAttributable to Ordinary Shareholders.Net income attributable to ordinary shareholders for the second quarter of 2021 was RMB794.3 million (US$123.0 million), compared to RMB16.4 billion for the same period last year. Non-GAAP net income attributable to ordinary shareholders for the second quarter of 2021 was RMB4.6 billion (US$0.7 billion), compared to RMB5.9 billion for the same period last year.\nDiluted EPS and Non-GAAP Diluted EPS.Diluted net income per ADS for the second quarter of 2021 was RMB0.50 (US$0.08), compared to RMB10.47 for the second quarter of 2020. Non-GAAP diluted net income per ADS for the second quarter of 2021 was RMB2.90 (US$0.45), compared to RMB3.51 for the second quarter of 2020.","news_type":1,"symbols_score_info":{"JD":0.9,"09618":0.9}},"isVote":1,"tweetType":1,"viewCount":2047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891502421,"gmtCreate":1628396398263,"gmtModify":1631892727223,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Approved for emergency used only... Not the ultimate cure","listText":"Approved for emergency used only... Not the ultimate cure","text":"Approved for emergency used only... Not the ultimate cure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891502421","repostId":"2157492839","repostType":4,"isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891236017,"gmtCreate":1628390525639,"gmtModify":1631892727227,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"Written by motley fool","listText":"Written by motley fool","text":"Written by motley fool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891236017","repostId":"1159872041","repostType":4,"repost":{"id":"1159872041","kind":"news","pubTimestamp":1628385224,"share":"https://www.laohunote.com/m/news/1159872041?lang=zh_CN&edition=full","pubTime":"2021-08-08 09:13","market":"us","language":"en","title":"Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票:走向 1,200 美元?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159872041","media":"Motley Fool","summary":"Tesla deliveries more than doubled year over year in Q2.Rising demand for electric vehicles could benefit Tesla.Investors should exercise caution when it comes to analysts' price targets.It's been a wild year for Teslastock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.In February,Piper Sandler analys","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Tesla deliveries more than doubled year over year in Q2.</li> <li>Rising demand for electric vehicles could benefit Tesla.</li> <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for <b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the <b>S&P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度交付量同比增长一倍多。</li><li>对电动汽车不断增长的需求可能会使特斯拉受益。</li><li>投资者在谈到分析师的目标价时应谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>(纳斯达克股票代码:TSLA)股票。今年年初,股价最初飙升超过 20%。但该股现在已经回吐了所有这些涨幅,今年迄今为止的回报率为负 1%。这意味着该股的表现明显逊于<b>标普500</b>今年增长了 18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会上涨。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b> analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>二月份,<b>派珀·桑德勒</b>分析师 Alexander Potter 做出了大胆的看涨期权,将 The Growth 股票的 12 个月目标价从 515 美元上调至 1,200 美元。他表示,特斯拉的交付量可能会从 2020 年的 50 万辆增加到今年的近 90 万辆。当然,这一预测是在全球供应短缺恶化之前做出的。然而,特斯拉发展极其迅速。该公司第二季度的交付量比去年同期增加了一倍多,达到 201,304 辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>特斯拉上月底发布第二季度财报后,该分析师重申了这一目标,并指出该公司似乎有望从市场份额增长、公司自动驾驶软件的货币化以及特斯拉能源业务中“被低估的机会”中受益。业务,其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外,波特指出,特斯拉第二季度营业利润率强劲,高达 11%,他预计特斯拉最近推出的 Autopilot 订阅服务将逐步改善这一利润率。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8 月 3 日,波特再次重申了该股的跑赢大盘评级和 1,200 美元的目标价,并表示“我们仍然非常喜欢这只股票”。他指出,总体而言,对电池电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么什么给出了呢?</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的可以上涨到 1,200 美元,为什么这么多投资者似乎认为该股票的价值如此之低(基于撰写本文时该股票的价格略低于 700 美元)。毕竟,如果投资者普遍认为特斯拉股票在未来 12 个月内可能达到 1,200 美元,那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为该股的前瞻性估值。截至撰写本文时,特斯拉股票的市盈率约为 370,预计未来几年将实现强劲增长。由于该公司的估值主要基于遥远未来的利润,因此对特斯拉未来增长轨迹的看法略有不同,就会对当今该股的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此,投资者不应仅仅因为一位分析师对股票设定了较高的目标价就迅速购买特斯拉股票。尽管如此,波特对特斯拉强劲的业务势头确实有一些优点。就连特斯拉本身也重申了今年汽车交付量增长 50% 以上的指导,而这一指导是在世界各地许多公司(包括特斯拉)受到供应链短缺负面影响之际提供的。此外,特斯拉管理层在第二季度更新中指出,第三季度对其汽车的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票 1,200 美元的目标价很难证明其合理性,但股价可能足够低,投资者可以开始少量持有该股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票:走向 1,200 美元?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $1,200?<blockquote>特斯拉股票:走向 1,200 美元?</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\">2021-08-08 09:13</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>Tesla deliveries more than doubled year over year in Q2.</li> <li>Rising demand for electric vehicles could benefit Tesla.</li> <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for <b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the <b>S&P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度交付量同比增长一倍多。</li><li>对电动汽车不断增长的需求可能会使特斯拉受益。</li><li>投资者在谈到分析师的目标价时应谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>(纳斯达克股票代码:TSLA)股票。今年年初,股价最初飙升超过 20%。但该股现在已经回吐了所有这些涨幅,今年迄今为止的回报率为负 1%。这意味着该股的表现明显逊于<b>标普500</b>今年增长了 18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会上涨。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b> analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>二月份,<b>派珀·桑德勒</b>分析师 Alexander Potter 做出了大胆的看涨期权,将 The Growth 股票的 12 个月目标价从 515 美元上调至 1,200 美元。他表示,特斯拉的交付量可能会从 2020 年的 50 万辆增加到今年的近 90 万辆。当然,这一预测是在全球供应短缺恶化之前做出的。然而,特斯拉发展极其迅速。该公司第二季度的交付量比去年同期增加了一倍多,达到 201,304 辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>特斯拉上月底发布第二季度财报后,该分析师重申了这一目标,并指出该公司似乎有望从市场份额增长、公司自动驾驶软件的货币化以及特斯拉能源业务中“被低估的机会”中受益。业务,其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外,波特指出,特斯拉第二季度营业利润率强劲,高达 11%,他预计特斯拉最近推出的 Autopilot 订阅服务将逐步改善这一利润率。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8 月 3 日,波特再次重申了该股的跑赢大盘评级和 1,200 美元的目标价,并表示“我们仍然非常喜欢这只股票”。他指出,总体而言,对电池电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么什么给出了呢?</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的可以上涨到 1,200 美元,为什么这么多投资者似乎认为该股票的价值如此之低(基于撰写本文时该股票的价格略低于 700 美元)。毕竟,如果投资者普遍认为特斯拉股票在未来 12 个月内可能达到 1,200 美元,那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为该股的前瞻性估值。截至撰写本文时,特斯拉股票的市盈率约为 370,预计未来几年将实现强劲增长。由于该公司的估值主要基于遥远未来的利润,因此对特斯拉未来增长轨迹的看法略有不同,就会对当今该股的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此,投资者不应仅仅因为一位分析师对股票设定了较高的目标价就迅速购买特斯拉股票。尽管如此,波特对特斯拉强劲的业务势头确实有一些优点。就连特斯拉本身也重申了今年汽车交付量增长 50% 以上的指导,而这一指导是在世界各地许多公司(包括特斯拉)受到供应链短缺负面影响之际提供的。此外,特斯拉管理层在第二季度更新中指出,第三季度对其汽车的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票 1,200 美元的目标价很难证明其合理性,但股价可能足够低,投资者可以开始少量持有该股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/\">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":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159872041","content_text":"Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets.\n\nIt's been a wild year for Tesla(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.\nBut one analyst thinks the stock could take off.\n\"We still really like this stock.\"\nIn February,Piper Sandler analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.\nFollowing Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.\nFurther, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.\nOn Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.\nSo what gives?\nIf shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.\nThe issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.\nInvestors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.\nWhile a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158326632,"gmtCreate":1625130893926,"gmtModify":1633944460614,"author":{"id":"3555296645519407","authorId":"3555296645519407","name":"tetradrachm","avatar":"https://static.tigerbbs.com/ac8fe278d6637cfa99846e445394f8b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555296645519407","authorIdStr":"3555296645519407"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>加油老虎🐯","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>加油老虎🐯","text":"$Tiger Brokers(TIGR)$加油老虎🐯","images":[{"img":"https://static.tigerbbs.com/884acde7927c54829ef39dfeb4d08b14","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158326632","isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}