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2021-12-29

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2021-12-28

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AMD: Can It Surge to New Highs Before Year-End? Check the Chart.<blockquote>AMD：年底前能否飙升至新高？检查图表。</blockquote>

2021-12-16

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Cathie Wood Sells Another $88M In Tesla Day After Piling Up Stake In Chinese EV Rival<blockquote>凯西·伍德(Cathie Wood)在增持中国电动汽车竞争对手股份后，在特斯拉日又出售了8800万美元</blockquote>

2021-12-15

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Warren Buffett has grown Berkshire Hathaway's Apple stake to 50% of its entire equity portfolio and nearly a quarter of its $649 billion market cap<blockquote>Warren Buffett已将Berkshire Hathaway持有的苹果股份增至其全部股票投资组合的50%，占其6490亿美元市值的近四分之一</blockquote>

2021-12-13

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2021-12-11

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Sea Ltd stock dropped more than 5% in morning trading<blockquote>Sea Ltd股价早盘下跌超过5%</blockquote>

2021-12-10

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TSMC’s November sales were 148.27 billion Taiwan dollars, an increase of 18.7% year-on-year.<blockquote>台积电11月销售额1482.7亿台币，同比增长18.7%。</blockquote>

2021-12-10

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TSMC’s November sales were 148.27 billion Taiwan dollars, an increase of 18.7% year-on-year.<blockquote>台积电11月销售额1482.7亿台币，同比增长18.7%。</blockquote>

2021-12-09

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2021-12-08

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2021-12-07

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2021-12-06

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Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote>

2021-12-03

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2021-12-02

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Ride-hailing firm stocks jumped in morning trading<blockquote>网约车公司股价早盘上涨</blockquote>

2021-12-01

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2021-11-29

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November jobs report: What to know this week<blockquote>11月就业报告：本周需要了解什么</blockquote>

2021-11-27

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2021-11-26

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Qualcomm Stock: After A Strong Rally, It Is Now A 'Hold'<blockquote>高通股票：强劲反弹后，目前“持有”</blockquote>

2021-11-25

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GAME Stock: 6 Reasons Why Engine Gaming and Media Investors Are Feeling Thankful Today<blockquote>游戏股票：引擎游戏和媒体投资者今天感到感激的6个原因</blockquote>

2021-11-24

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and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/696544200","repostId":"1186633322","repostType":4,"isVote":1,"tweetType":1,"viewCount":2618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696685804,"gmtCreate":1640683263411,"gmtModify":1640683272980,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment of course&nbsp;","listText":"Like and comment of course&nbsp;","text":"Like and comment of course","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696685804","repostId":"1125729887","repostType":4,"repost":{"id":"1125729887","kind":"news","pubTimestamp":1640681936,"share":"https://www.laohu8.com/m/news/1125729887?lang=zh_CN&edition=full","pubTime":"2021-12-28 16:58","market":"us","language":"en","title":"AMD: Can It Surge to New Highs Before Year-End? Check the Chart.<blockquote>AMD：年底前能否飙升至新高？检查图表。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125729887","media":"TheStreet","summary":"AMD stock is hitting multiweek highs. Can it end the year on a powerful note?\nAdvanced Micro Devices","content":"<p>AMD stock is hitting multiweek highs. Can it end the year on a powerful note?</p><p><blockquote>AMD股价触及多周高点。它能以强有力的音符结束这一年吗？</blockquote></p><p> Advanced Micro Devices(<b>AMD</b>)&nbsp;opened higher on Monday and almost immediately gave us the rotation we were looking for.</p><p><blockquote>先进微设备公司（<b>AMD</b>）周一高开，几乎立即给了我们正在寻找的轮换。</blockquote></p><p> Specifically, I wanted to see if AMD&nbsp;could rotate over $149.02. Not only is that the previous day’s high, but it’s also the previous&nbsp;<i>week’s</i>&nbsp;high.</p><p><blockquote>具体来说，我想看看AMD能否超过149.02美元。这不仅是前一天的高点，也是之前的高点<i>周的</i>很高。</blockquote></p><p> In other words, clearing this level gave bulls a daily- and weekly-up trigger. Adding to its significance, the highs from the prior two weeks before last week were $147.04 and $147.93, respectively.</p><p><blockquote>换句话说，清除这一水平给了多头每日和每周上涨的触发器。更重要的是，上周之前两周的高点分别为147.04美元和147.93美元。</blockquote></p><p> Alongside Nvidia&nbsp;(<b>NVDA</b>), AMD has been trading quite well over the past few months.</p><p><blockquote>与英伟达一起（<b>NVDA</b>），AMD在过去几个月的交易表现相当不错。</blockquote></p><p> Bears will say chipmaker AMD's stock has been struggling, while bulls will argue that the stock move is healthy consolidation. Given the trend, I’d have to say I’m in the latter group.</p><p><blockquote>空头会说芯片制造商AMD的股票一直在苦苦挣扎，而多头会认为该股的走势是健康的盘整。鉴于这种趋势，我不得不说我属于后一类。</blockquote></p><p> In fact, just earlier this month,I was looking for a pullback&nbsp;to the 50-day moving average.</p><p><blockquote>事实上，就在本月早些时候，我正在寻找回调至50日均线。</blockquote></p><p> Amid the recent dip, Jim Cramer -- founder of TheStreet and CNBC commentator -- reminded investors that data centers, and specifically AMD and Nvidia chips,are pockets of strength. That's evident today.</p><p><blockquote>在最近的下跌中，TheStreet创始人兼CNBC评论员吉姆·克莱默(Jim Cramer)提醒投资者，数据中心，特别是AMD和Nvidia芯片，是优势所在。这在今天很明显。</blockquote></p><p> <b>Trading AMD Stock</b></p><p><blockquote><b>交易AMD股票</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b193d5a8e62d86affc0435342dac34e2\" tg-width=\"1139\" tg-height=\"866\" width=\"100%\" height=\"auto\"><span>Daily chart of AMD stock.</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD股票日线图。</span></p></blockquote></p><p> AMD&nbsp;climbed 1.6% on Friday. It closed above the 10-day and 21-day moving averages for the first time since Nov. 30.</p><p><blockquote>AMD周五上涨1.6%。自11月30日以来首次收于10日和21日移动均线上方。</blockquote></p><p> That’s pretty striking for a stock that has, largely speaking, traded quite well on the long side.</p><p><blockquote>对于一只从很大程度上来说，多头交易相当不错的股票来说，这是相当惊人的。</blockquote></p><p> After running from roughly $100 in early October to an all-time high north of $160 in late November, AMD stock desperately needed some consolidation.</p><p><blockquote>AMD股价从10月初的约100美元上涨至11月底160美元以上的历史高点后，迫切需要进行一些盘整。</blockquote></p><p> Now we’ve had it, and now we have some upside rotation to work with, too.</p><p><blockquote>现在我们已经有了它，现在我们也有一些上行旋转可以处理。</blockquote></p><p> On the chart above, I put an arrow above the last three weekly highs, emphasizing the importance of the $147 area.</p><p><blockquote>在上面的图表中，我在最近三周高点上方放置了一个箭头，强调了147美元区域的重要性。</blockquote></p><p> Combined with the finish last week above the 10-day and 21-day moving averages, Monday’s rotation served as a powerful spark to AMD stock, allowing it to quickly rotate over $150.</p><p><blockquote>结合上周收盘价高于10日和21日移动平均线，周一的轮动为AMD股票带来了强大的火花，使其迅速轮动超过150美元。</blockquote></p><p> Now, I know new all-time highs by year-end sounds like a stretch — and it won't be easy — but all we need from here is a 7% rally.&nbsp;And the shares are up 5% so far today, so it’s clearly in the realm of possibility.</p><p><blockquote>现在，我知道年底前创下历史新高听起来有些牵强——而且这并不容易——但我们需要的只是7%的反弹。今天到目前为止，该股已上涨5%，因此这显然是有可能的。</blockquote></p><p> Even if it doesn’t come to fruition, we could see AMD stock hit new highs early next year.</p><p><blockquote>即使没有实现，我们也可能会看到AMD股价在明年初创下新高。</blockquote></p><p> Above $164.50 and the bulls may start to look at the upside extension area near $185, where the stock finds its 161.8% extension.</p><p><blockquote>高于164.50美元，多头可能会开始关注185美元附近的上行延伸区域，该股将在该区域找到161.8%的延伸。</blockquote></p><p> On the downside, let’s see if AMD can hold the 10-day moving average and $147 to $149 area as support.</p><p><blockquote>下行方面，看看AMD能否守住10日均线和147美元至149美元区域作为支撑。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD: Can It Surge to New Highs Before Year-End? Check the Chart.<blockquote>AMD：年底前能否飙升至新高？检查图表。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD: Can It Surge to New Highs Before Year-End? Check the Chart.<blockquote>AMD：年底前能否飙升至新高？检查图表。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-28 16:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMD stock is hitting multiweek highs. Can it end the year on a powerful note?</p><p><blockquote>AMD股价触及多周高点。它能以强有力的音符结束这一年吗？</blockquote></p><p> Advanced Micro Devices(<b>AMD</b>)&nbsp;opened higher on Monday and almost immediately gave us the rotation we were looking for.</p><p><blockquote>先进微设备公司（<b>AMD</b>）周一高开，几乎立即给了我们正在寻找的轮换。</blockquote></p><p> Specifically, I wanted to see if AMD&nbsp;could rotate over $149.02. Not only is that the previous day’s high, but it’s also the previous&nbsp;<i>week’s</i>&nbsp;high.</p><p><blockquote>具体来说，我想看看AMD能否超过149.02美元。这不仅是前一天的高点，也是之前的高点<i>周的</i>很高。</blockquote></p><p> In other words, clearing this level gave bulls a daily- and weekly-up trigger. Adding to its significance, the highs from the prior two weeks before last week were $147.04 and $147.93, respectively.</p><p><blockquote>换句话说，清除这一水平给了多头每日和每周上涨的触发器。更重要的是，上周之前两周的高点分别为147.04美元和147.93美元。</blockquote></p><p> Alongside Nvidia&nbsp;(<b>NVDA</b>), AMD has been trading quite well over the past few months.</p><p><blockquote>与英伟达一起（<b>NVDA</b>），AMD在过去几个月的交易表现相当不错。</blockquote></p><p> Bears will say chipmaker AMD's stock has been struggling, while bulls will argue that the stock move is healthy consolidation. Given the trend, I’d have to say I’m in the latter group.</p><p><blockquote>空头会说芯片制造商AMD的股票一直在苦苦挣扎，而多头会认为该股的走势是健康的盘整。鉴于这种趋势，我不得不说我属于后一类。</blockquote></p><p> In fact, just earlier this month,I was looking for a pullback&nbsp;to the 50-day moving average.</p><p><blockquote>事实上，就在本月早些时候，我正在寻找回调至50日均线。</blockquote></p><p> Amid the recent dip, Jim Cramer -- founder of TheStreet and CNBC commentator -- reminded investors that data centers, and specifically AMD and Nvidia chips,are pockets of strength. That's evident today.</p><p><blockquote>在最近的下跌中，TheStreet创始人兼CNBC评论员吉姆·克莱默(Jim Cramer)提醒投资者，数据中心，特别是AMD和Nvidia芯片，是优势所在。这在今天很明显。</blockquote></p><p> <b>Trading AMD Stock</b></p><p><blockquote><b>交易AMD股票</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b193d5a8e62d86affc0435342dac34e2\" tg-width=\"1139\" tg-height=\"866\" width=\"100%\" height=\"auto\"><span>Daily chart of AMD stock.</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD股票日线图。</span></p></blockquote></p><p> AMD&nbsp;climbed 1.6% on Friday. It closed above the 10-day and 21-day moving averages for the first time since Nov. 30.</p><p><blockquote>AMD周五上涨1.6%。自11月30日以来首次收于10日和21日移动均线上方。</blockquote></p><p> That’s pretty striking for a stock that has, largely speaking, traded quite well on the long side.</p><p><blockquote>对于一只从很大程度上来说，多头交易相当不错的股票来说，这是相当惊人的。</blockquote></p><p> After running from roughly $100 in early October to an all-time high north of $160 in late November, AMD stock desperately needed some consolidation.</p><p><blockquote>AMD股价从10月初的约100美元上涨至11月底160美元以上的历史高点后，迫切需要进行一些盘整。</blockquote></p><p> Now we’ve had it, and now we have some upside rotation to work with, too.</p><p><blockquote>现在我们已经有了它，现在我们也有一些上行旋转可以处理。</blockquote></p><p> On the chart above, I put an arrow above the last three weekly highs, emphasizing the importance of the $147 area.</p><p><blockquote>在上面的图表中，我在最近三周高点上方放置了一个箭头，强调了147美元区域的重要性。</blockquote></p><p> Combined with the finish last week above the 10-day and 21-day moving averages, Monday’s rotation served as a powerful spark to AMD stock, allowing it to quickly rotate over $150.</p><p><blockquote>结合上周收盘价高于10日和21日移动平均线，周一的轮动为AMD股票带来了强大的火花，使其迅速轮动超过150美元。</blockquote></p><p> Now, I know new all-time highs by year-end sounds like a stretch — and it won't be easy — but all we need from here is a 7% rally.&nbsp;And the shares are up 5% so far today, so it’s clearly in the realm of possibility.</p><p><blockquote>现在，我知道年底前创下历史新高听起来有些牵强——而且这并不容易——但我们需要的只是7%的反弹。今天到目前为止，该股已上涨5%，因此这显然是有可能的。</blockquote></p><p> Even if it doesn’t come to fruition, we could see AMD stock hit new highs early next year.</p><p><blockquote>即使没有实现，我们也可能会看到AMD股价在明年初创下新高。</blockquote></p><p> Above $164.50 and the bulls may start to look at the upside extension area near $185, where the stock finds its 161.8% extension.</p><p><blockquote>高于164.50美元，多头可能会开始关注185美元附近的上行延伸区域，该股将在该区域找到161.8%的延伸。</blockquote></p><p> On the downside, let’s see if AMD can hold the 10-day moving average and $147 to $149 area as support.</p><p><blockquote>下行方面，看看AMD能否守住10日均线和147美元至149美元区域作为支撑。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/advanced-micro-devices-stock-new-highs-before-year-end-december-2021\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.thestreet.com/investing/advanced-micro-devices-stock-new-highs-before-year-end-december-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125729887","content_text":"AMD stock is hitting multiweek highs. Can it end the year on a powerful note?\nAdvanced Micro Devices(AMD) opened higher on Monday and almost immediately gave us the rotation we were looking for.\nSpecifically, I wanted to see if AMD could rotate over $149.02. Not only is that the previous day’s high, but it’s also the previous week’s high.\nIn other words, clearing this level gave bulls a daily- and weekly-up trigger. Adding to its significance, the highs from the prior two weeks before last week were $147.04 and $147.93, respectively.\nAlongside Nvidia (NVDA), AMD has been trading quite well over the past few months.\nBears will say chipmaker AMD's stock has been struggling, while bulls will argue that the stock move is healthy consolidation. Given the trend, I’d have to say I’m in the latter group.\nIn fact, just earlier this month,I was looking for a pullback to the 50-day moving average.\nAmid the recent dip, Jim Cramer -- founder of TheStreet and CNBC commentator -- reminded investors that data centers, and specifically AMD and Nvidia chips,are pockets of strength. That's evident today.\nTrading AMD Stock\nDaily chart of AMD stock.\nAMD climbed 1.6% on Friday. It closed above the 10-day and 21-day moving averages for the first time since Nov. 30.\nThat’s pretty striking for a stock that has, largely speaking, traded quite well on the long side.\nAfter running from roughly $100 in early October to an all-time high north of $160 in late November, AMD stock desperately needed some consolidation.\nNow we’ve had it, and now we have some upside rotation to work with, too.\nOn the chart above, I put an arrow above the last three weekly highs, emphasizing the importance of the $147 area.\nCombined with the finish last week above the 10-day and 21-day moving averages, Monday’s rotation served as a powerful spark to AMD stock, allowing it to quickly rotate over $150.\nNow, I know new all-time highs by year-end sounds like a stretch — and it won't be easy — but all we need from here is a 7% rally. And the shares are up 5% so far today, so it’s clearly in the realm of possibility.\nEven if it doesn’t come to fruition, we could see AMD stock hit new highs early next year.\nAbove $164.50 and the bulls may start to look at the upside extension area near $185, where the stock finds its 161.8% extension.\nOn the downside, let’s see if AMD can hold the 10-day moving average and $147 to $149 area as support.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690828541,"gmtCreate":1639656674097,"gmtModify":1639656675932,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690828541","repostId":"1191022113","repostType":2,"repost":{"id":"1191022113","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1639626011,"share":"https://www.laohu8.com/m/news/1191022113?lang=zh_CN&edition=full","pubTime":"2021-12-16 11:40","market":"us","language":"en","title":"Cathie Wood Sells Another $88M In Tesla Day After Piling Up Stake In Chinese EV Rival<blockquote>凯西·伍德(Cathie Wood)在增持中国电动汽车竞争对手股份后，在特斯拉日又出售了8800万美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191022113","media":"Benzinga","summary":"Cathie Wood-led Ark Invest on Wednesday sold 90,455 shares — estimated to be worth $88.3 million — i","content":"<p><b>Cathie Wood</b>-led&nbsp;<b>Ark Invest</b>&nbsp;on Wednesday sold 90,455 shares — estimated to be worth $88.3 million — in&nbsp;<b>Tesla Inc</b>, booking profit in the stock as it rose after days of losses.</p><p><blockquote><b>凯西·伍德</b>-led<b>方舟投资</b>周三出售了90,455股股票，估计价值8830万美元<b>特斯拉公司</b>，该股在连续几天下跌后上涨时获利了结。</blockquote></p><p> The stock pared earlier losses to close&nbsp;1.82% higher at $975.99 a share on Wednesday. The Elon Musk-led company’s shares are up about 34% so far this year and down about 7.5% over the past month.</p><p><blockquote>该股周三收高1.82%，收于每股975.99美元。埃隆·马斯克(Elon Musk)领导的公司股价今年迄今上涨了约34%，过去一个月下跌了约7.5%。</blockquote></p><p> Ark Invest sold the shares via the&nbsp;<b>Ark Innovation ETF</b>(BATS:ARKK), the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ) and the&nbsp;<b>Ark Next Generation Internet ETF</b>(BATS:ARKW)&nbsp;on Wednesday.</p><p><blockquote>Ark Invest通过<b>方舟创新ETF</b>（蝙蝠：ARKK），<b>Ark自主技术与机器人ETF</b>（蝙蝠：ARKQ）和<b>方舟下一代互联网ETF</b>（蝙蝠：ARKW）周三。</blockquote></p><p> Tesla’s weight in ARKK and ARKW had already slipped below the 10% threshold at 8.14% and 9.35%, respectively, ahead of Wednesday’s trade. In ARKQ, it constituted 10.59% of the portfolio.</p><p><blockquote>在周三交易之前，特斯拉在ARKK和ARKW的权重已经跌破10%的门槛，分别为8.14%和9.35%。在ARKQ中，它占投资组合的10.59%。</blockquote></p><p> The three ETFs held 1.99 million shares — worth $1.91 billion — in Tesla, ahead of Wednesday’s trade.</p><p><blockquote>在周三交易之前，这三只ETF持有特斯拉199万股股票，价值19.1亿美元。</blockquote></p><p> Ark Invest has been booking profit in Tesla since September — selling over $3 billion worth of shares — after years of piling up shares in the electric vehicle company at far lower levels.</p><p><blockquote>自9月以来，方舟投资一直在特斯拉寻求盈利——出售价值超过30亿美元的股票——此前，这家电动车公司多年来一直在低得多的水平累积股票。</blockquote></p><p> Tesla continues to be the firm's biggest bet across ETFs — a stock it predicts would hit the&nbsp;$3,000 mark by the end of 2025.</p><p><blockquote>特斯拉仍然是该公司在ETF中最大的押注——预计该股到2025年底将触及3,000美元大关。</blockquote></p><p> Wood favors the automotive industry’s switch to electric vehicles and earlier thismonth started buying sharesin the U.S. listed Chinese electric automaker&nbsp;<b>Xpeng Inc</b>.</p><p><blockquote>伍德支持汽车行业转向电动汽车，并于本月早些时候开始购买这家在美国上市的中国电动汽车制造商的股票<b>小鹏汽车</b>.</blockquote></p><p> Here are the other key trades on Wednesday:</p><p><blockquote>以下是周三的其他关键交易：</blockquote></p><p> <ul>  <li>Bought 104,489 shares — estimated to be worth $21.3 million — in&nbsp;<b>Roku Inc</b>&nbsp;on the dip. The stock closed 7.95% lower at $203.94 a share on Wednesday.</li>  <li>Bought 705,660 shares — estimated to be worth $13.7 million — in&nbsp;<b>Robinhood Markets Inc</b>. The stock closed 1.93% higher at $19.50 a share.</li> </ul></p><p><blockquote><ul><li>购买了104,489股股票，估计价值2,130万美元<b>Roku公司</b>在下降。该股周三收盘下跌7.95%，至每股203.94美元。</li><li>购买了705,660股股票，估计价值1,370万美元<b>罗宾汉市场公司</b>该股收涨1.93%，报每股19.50美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Sells Another $88M In Tesla Day After Piling Up Stake In Chinese EV Rival<blockquote>凯西·伍德(Cathie Wood)在增持中国电动汽车竞争对手股份后，在特斯拉日又出售了8800万美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Sells Another $88M In Tesla Day After Piling Up Stake In Chinese EV Rival<blockquote>凯西·伍德(Cathie Wood)在增持中国电动汽车竞争对手股份后，在特斯拉日又出售了8800万美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-16 11:40</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Cathie Wood</b>-led&nbsp;<b>Ark Invest</b>&nbsp;on Wednesday sold 90,455 shares — estimated to be worth $88.3 million — in&nbsp;<b>Tesla Inc</b>, booking profit in the stock as it rose after days of losses.</p><p><blockquote><b>凯西·伍德</b>-led<b>方舟投资</b>周三出售了90,455股股票，估计价值8830万美元<b>特斯拉公司</b>，该股在连续几天下跌后上涨时获利了结。</blockquote></p><p> The stock pared earlier losses to close&nbsp;1.82% higher at $975.99 a share on Wednesday. The Elon Musk-led company’s shares are up about 34% so far this year and down about 7.5% over the past month.</p><p><blockquote>该股周三收高1.82%，收于每股975.99美元。埃隆·马斯克(Elon Musk)领导的公司股价今年迄今上涨了约34%，过去一个月下跌了约7.5%。</blockquote></p><p> Ark Invest sold the shares via the&nbsp;<b>Ark Innovation ETF</b>(BATS:ARKK), the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ) and the&nbsp;<b>Ark Next Generation Internet ETF</b>(BATS:ARKW)&nbsp;on Wednesday.</p><p><blockquote>Ark Invest通过<b>方舟创新ETF</b>（蝙蝠：ARKK），<b>Ark自主技术与机器人ETF</b>（蝙蝠：ARKQ）和<b>方舟下一代互联网ETF</b>（蝙蝠：ARKW）周三。</blockquote></p><p> Tesla’s weight in ARKK and ARKW had already slipped below the 10% threshold at 8.14% and 9.35%, respectively, ahead of Wednesday’s trade. In ARKQ, it constituted 10.59% of the portfolio.</p><p><blockquote>在周三交易之前，特斯拉在ARKK和ARKW的权重已经跌破10%的门槛，分别为8.14%和9.35%。在ARKQ中，它占投资组合的10.59%。</blockquote></p><p> The three ETFs held 1.99 million shares — worth $1.91 billion — in Tesla, ahead of Wednesday’s trade.</p><p><blockquote>在周三交易之前，这三只ETF持有特斯拉199万股股票，价值19.1亿美元。</blockquote></p><p> Ark Invest has been booking profit in Tesla since September — selling over $3 billion worth of shares — after years of piling up shares in the electric vehicle company at far lower levels.</p><p><blockquote>自9月以来，方舟投资一直在特斯拉寻求盈利——出售价值超过30亿美元的股票——此前，这家电动车公司多年来一直在低得多的水平累积股票。</blockquote></p><p> Tesla continues to be the firm's biggest bet across ETFs — a stock it predicts would hit the&nbsp;$3,000 mark by the end of 2025.</p><p><blockquote>特斯拉仍然是该公司在ETF中最大的押注——预计该股到2025年底将触及3,000美元大关。</blockquote></p><p> Wood favors the automotive industry’s switch to electric vehicles and earlier thismonth started buying sharesin the U.S. listed Chinese electric automaker&nbsp;<b>Xpeng Inc</b>.</p><p><blockquote>伍德支持汽车行业转向电动汽车，并于本月早些时候开始购买这家在美国上市的中国电动汽车制造商的股票<b>小鹏汽车</b>.</blockquote></p><p> Here are the other key trades on Wednesday:</p><p><blockquote>以下是周三的其他关键交易：</blockquote></p><p> <ul>  <li>Bought 104,489 shares — estimated to be worth $21.3 million — in&nbsp;<b>Roku Inc</b>&nbsp;on the dip. The stock closed 7.95% lower at $203.94 a share on Wednesday.</li>  <li>Bought 705,660 shares — estimated to be worth $13.7 million — in&nbsp;<b>Robinhood Markets Inc</b>. The stock closed 1.93% higher at $19.50 a share.</li> </ul></p><p><blockquote><ul><li>购买了104,489股股票，估计价值2,130万美元<b>Roku公司</b>在下降。该股周三收盘下跌7.95%，至每股203.94美元。</li><li>购买了705,660股股票，估计价值1,370万美元<b>罗宾汉市场公司</b>该股收涨1.93%，报每股19.50美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","ARKW":"ARK Next Generation Internet ETF","HOOD":"Robinhood","ARKQ":"ARK Autonomous Technology & Robotics ETF","ROKU":"Roku Inc","TSLA":"特斯拉","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191022113","content_text":"Cathie Wood-led Ark Invest on Wednesday sold 90,455 shares — estimated to be worth $88.3 million — in Tesla Inc, booking profit in the stock as it rose after days of losses.\nThe stock pared earlier losses to close 1.82% higher at $975.99 a share on Wednesday. The Elon Musk-led company’s shares are up about 34% so far this year and down about 7.5% over the past month.\nArk Invest sold the shares via the Ark Innovation ETF(BATS:ARKK), the Ark Autonomous Technology & Robotics ETF(BATS:ARKQ) and the Ark Next Generation Internet ETF(BATS:ARKW) on Wednesday.\nTesla’s weight in ARKK and ARKW had already slipped below the 10% threshold at 8.14% and 9.35%, respectively, ahead of Wednesday’s trade. In ARKQ, it constituted 10.59% of the portfolio.\nThe three ETFs held 1.99 million shares — worth $1.91 billion — in Tesla, ahead of Wednesday’s trade.\nArk Invest has been booking profit in Tesla since September — selling over $3 billion worth of shares — after years of piling up shares in the electric vehicle company at far lower levels.\nTesla continues to be the firm's biggest bet across ETFs — a stock it predicts would hit the $3,000 mark by the end of 2025.\nWood favors the automotive industry’s switch to electric vehicles and earlier thismonth started buying sharesin the U.S. listed Chinese electric automaker Xpeng Inc.\nHere are the other key trades on Wednesday:\n\nBought 104,489 shares — estimated to be worth $21.3 million — in Roku Inc on the dip. The stock closed 7.95% lower at $203.94 a share on Wednesday.\nBought 705,660 shares — estimated to be worth $13.7 million — in Robinhood Markets Inc. The stock closed 1.93% higher at $19.50 a share.","news_type":1,"symbols_score_info":{"ROKU":0.9,"TSLA":0.9,"ARKK":0.9,"XPEV":0.9,"HOOD":0.9,"ARKQ":0.9,"ARKW":0.9}},"isVote":1,"tweetType":1,"viewCount":2505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607299808,"gmtCreate":1639540617034,"gmtModify":1639540656736,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/607299808","repostId":"1156446659","repostType":4,"repost":{"id":"1156446659","kind":"news","pubTimestamp":1639540344,"share":"https://www.laohu8.com/m/news/1156446659?lang=zh_CN&edition=full","pubTime":"2021-12-15 11:52","market":"us","language":"en","title":"Warren Buffett has grown Berkshire Hathaway's Apple stake to 50% of its entire equity portfolio and nearly a quarter of its $649 billion market cap<blockquote>Warren Buffett已将Berkshire Hathaway持有的苹果股份增至其全部股票投资组合的50%，占其6490亿美元市值的近四分之一</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156446659","media":"Business Insider","summary":"Berkshire Hathaway's Apple holdings of 887 million shares swelled to a value of $159 billion on Frid","content":"<p><ul>  <li><b>Berkshire Hathaway's Apple holdings of 887 million shares swelled to a value of $159 billion on Friday.</b></li>  <li><b>That makes the stake worth half of Berkshire's entire equity portfolio, and almost 25% of its $649 billion market capitalization.</b></li>  <li><b>Warren Buffett started to build Berkshire's position in Apple in 2016 and added to it up until mid-2018.</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4348b5dc216a2be5e154d22e356336b9\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>SCOTT MORGAN/REUTERS</span></p><p><blockquote><ul><li><b>周五，Berkshire Hathaway持有的苹果8.87亿股股票价值增至1,590亿美元。</b></li><li><b>这使得这些股份价值占伯克希尔整个股票投资组合的一半，占其6490亿美元市值的近25%。</b></li><li><b>Warren Buffett于2016年开始建立Berkshire在苹果的头寸，并一直持续到2018年年中。</b></li></ul><p class=\"t-img-caption\"><span>斯科特·摩根/路透社</span></p></blockquote></p><p> Warren Buffett is known for concentrating his investments to build generational wealth, and&nbsp;Berkshire Hathaway's&nbsp;stake in&nbsp;Apple&nbsp;is no better example of that investment practice.</p><p><blockquote>沃伦·巴菲特以集中投资创造世代财富而闻名，伯克希尔·哈撒韦公司在苹果的股份就是这种投资实践的最好例子。</blockquote></p><p> Berkshire's 887.1 million shares in the iPhone maker swelled to a record value of $159 billion on Friday, a 342% increase from its&nbsp;original cost basis of about $36 billion.That means Apple is now worth more than half of Berkshire's $293 billion equity portfolio, based on data from its third-quarter 13F filing.</p><p><blockquote>周五，伯克希尔持有这家iPhone制造商的8.871亿股股票价值飙升至创纪录的1,590亿美元，较其原始成本基础约360亿美元增长了342%。根据伯克希尔第三季度13F文件的数据，这意味着苹果目前的价值超过了伯克希尔2930亿美元股票投资组合的一半。</blockquote></p><p> And assuming Berkshire hasn't trimmed its Apple position since September 30, the equity stake now represents about a quarter of Berkshire Hathaway's $649 billion market capitalization.</p><p><blockquote>假设伯克希尔哈撒韦公司自9月30日以来没有削减其在苹果的头寸，那么这些股权目前约占伯克希尔哈撒韦公司6490亿美元市值的四分之一。</blockquote></p><p> What also makes Buffett's concentration in Apple notable is that it didn't take&nbsp;decades to compound&nbsp;like most successful investments managed by Buffett. Instead, it's only been five years since Berkshire began to build its stake in Apple.</p><p><blockquote>巴菲特对苹果的专注也值得注意，因为它并不像巴菲特管理的大多数成功投资那样需要几十年的时间才能实现复利。相反，从Berkshire开始增持苹果股份到现在才五年。</blockquote></p><p> The conglomerate first purchased Apple shares in 2016 and continued buying them until mid-2018, when the position topped 1 billion shares after adjusting for a 4-for-1 stock split in 2020. Buffett has&nbsp;trimmed Berkshire's position in Apple&nbsp;by about 12% since initially building the stake.</p><p><blockquote>该集团于2016年首次购买了苹果股票，并一直购买到2018年中期，在对2020年4比1的股票分割进行调整后，该持仓量突破10亿股。自最初增持苹果股份以来，巴菲特已将其持有的股份削减了约12%。</blockquote></p><p> Barring any changes since the most recent 13F filing, Berkshire's stock portfolio would be up 13.9% quarter-to-date, according to&nbsp;an analysis by Bespoke.Much of that gain has been driven by Apple's quarter-to-date gain of more than 20%.</p><p><blockquote>根据Bespoke的分析，除非自最近一次13F备案以来发生任何变化，否则Berkshire的股票投资组合本季度迄今将上涨13.9%。这一涨幅很大程度上是由苹果本季度迄今超过20%的涨幅推动的。</blockquote></p><p> Year-to-date, Apple is up 31%, compared to Berkshire Hathaway's return of 26%. Apple's stock price was less than&nbsp;$1.00 away from hitting a $3 trillion valuation on Monday.</p><p><blockquote>今年迄今为止，苹果股价上涨了31%，而Berkshire Hathaway的回报率为26%。周一，苹果股价距离触及3万亿美元估值不到1.00美元。</blockquote></p><p> Berkshire's three largest positions after Apple are&nbsp;Bank of America,American Express, and&nbsp;Coca-Cola, which make up a combined 30% of the equity portfolio's value. And Berkshire is still sitting on about $150 billion in cash that it has yet to put to work.</p><p><blockquote>继苹果之后，伯克希尔最大的三个持仓是美国银行、美国运通和可口可乐，它们合计占股票投资组合价值的30%。伯克希尔仍坐拥约1500亿美元现金尚未投入使用。</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>Warren Buffett has grown Berkshire Hathaway's Apple stake to 50% of its entire equity portfolio and nearly a quarter of its $649 billion market cap<blockquote>Warren Buffett已将Berkshire Hathaway持有的苹果股份增至其全部股票投资组合的50%，占其6490亿美元市值的近四分之一</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\">\nWarren Buffett has grown Berkshire Hathaway's Apple stake to 50% of its entire equity portfolio and nearly a quarter of its $649 billion market cap<blockquote>Warren Buffett已将Berkshire Hathaway持有的苹果股份增至其全部股票投资组合的50%，占其6490亿美元市值的近四分之一</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Business Insider</strong><span class=\"h-time small\">2021-12-15 11:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li><b>Berkshire Hathaway's Apple holdings of 887 million shares swelled to a value of $159 billion on Friday.</b></li>  <li><b>That makes the stake worth half of Berkshire's entire equity portfolio, and almost 25% of its $649 billion market capitalization.</b></li>  <li><b>Warren Buffett started to build Berkshire's position in Apple in 2016 and added to it up until mid-2018.</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4348b5dc216a2be5e154d22e356336b9\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>SCOTT MORGAN/REUTERS</span></p><p><blockquote><ul><li><b>周五，Berkshire Hathaway持有的苹果8.87亿股股票价值增至1,590亿美元。</b></li><li><b>这使得这些股份价值占伯克希尔整个股票投资组合的一半，占其6490亿美元市值的近25%。</b></li><li><b>Warren Buffett于2016年开始建立Berkshire在苹果的头寸，并一直持续到2018年年中。</b></li></ul><p class=\"t-img-caption\"><span>斯科特·摩根/路透社</span></p></blockquote></p><p> Warren Buffett is known for concentrating his investments to build generational wealth, and&nbsp;Berkshire Hathaway's&nbsp;stake in&nbsp;Apple&nbsp;is no better example of that investment practice.</p><p><blockquote>沃伦·巴菲特以集中投资创造世代财富而闻名，伯克希尔·哈撒韦公司在苹果的股份就是这种投资实践的最好例子。</blockquote></p><p> Berkshire's 887.1 million shares in the iPhone maker swelled to a record value of $159 billion on Friday, a 342% increase from its&nbsp;original cost basis of about $36 billion.That means Apple is now worth more than half of Berkshire's $293 billion equity portfolio, based on data from its third-quarter 13F filing.</p><p><blockquote>周五，伯克希尔持有这家iPhone制造商的8.871亿股股票价值飙升至创纪录的1,590亿美元，较其原始成本基础约360亿美元增长了342%。根据伯克希尔第三季度13F文件的数据，这意味着苹果目前的价值超过了伯克希尔2930亿美元股票投资组合的一半。</blockquote></p><p> And assuming Berkshire hasn't trimmed its Apple position since September 30, the equity stake now represents about a quarter of Berkshire Hathaway's $649 billion market capitalization.</p><p><blockquote>假设伯克希尔哈撒韦公司自9月30日以来没有削减其在苹果的头寸，那么这些股权目前约占伯克希尔哈撒韦公司6490亿美元市值的四分之一。</blockquote></p><p> What also makes Buffett's concentration in Apple notable is that it didn't take&nbsp;decades to compound&nbsp;like most successful investments managed by Buffett. Instead, it's only been five years since Berkshire began to build its stake in Apple.</p><p><blockquote>巴菲特对苹果的专注也值得注意，因为它并不像巴菲特管理的大多数成功投资那样需要几十年的时间才能实现复利。相反，从Berkshire开始增持苹果股份到现在才五年。</blockquote></p><p> The conglomerate first purchased Apple shares in 2016 and continued buying them until mid-2018, when the position topped 1 billion shares after adjusting for a 4-for-1 stock split in 2020. Buffett has&nbsp;trimmed Berkshire's position in Apple&nbsp;by about 12% since initially building the stake.</p><p><blockquote>该集团于2016年首次购买了苹果股票，并一直购买到2018年中期，在对2020年4比1的股票分割进行调整后，该持仓量突破10亿股。自最初增持苹果股份以来，巴菲特已将其持有的股份削减了约12%。</blockquote></p><p> Barring any changes since the most recent 13F filing, Berkshire's stock portfolio would be up 13.9% quarter-to-date, according to&nbsp;an analysis by Bespoke.Much of that gain has been driven by Apple's quarter-to-date gain of more than 20%.</p><p><blockquote>根据Bespoke的分析，除非自最近一次13F备案以来发生任何变化，否则Berkshire的股票投资组合本季度迄今将上涨13.9%。这一涨幅很大程度上是由苹果本季度迄今超过20%的涨幅推动的。</blockquote></p><p> Year-to-date, Apple is up 31%, compared to Berkshire Hathaway's return of 26%. Apple's stock price was less than&nbsp;$1.00 away from hitting a $3 trillion valuation on Monday.</p><p><blockquote>今年迄今为止，苹果股价上涨了31%，而Berkshire Hathaway的回报率为26%。周一，苹果股价距离触及3万亿美元估值不到1.00美元。</blockquote></p><p> Berkshire's three largest positions after Apple are&nbsp;Bank of America,American Express, and&nbsp;Coca-Cola, which make up a combined 30% of the equity portfolio's value. And Berkshire is still sitting on about $150 billion in cash that it has yet to put to work.</p><p><blockquote>继苹果之后，伯克希尔最大的三个持仓是美国银行、美国运通和可口可乐，它们合计占股票投资组合价值的30%。伯克希尔仍坐拥约1500亿美元现金尚未投入使用。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://markets.businessinsider.com/news/stocks/warren-buffett-apple-stake-half-berkshire-hathaway-equity-portfolio-concentration-2021-12\">Business Insider</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":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B","AAPL":"苹果"},"source_url":"https://markets.businessinsider.com/news/stocks/warren-buffett-apple-stake-half-berkshire-hathaway-equity-portfolio-concentration-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156446659","content_text":"Berkshire Hathaway's Apple holdings of 887 million shares swelled to a value of $159 billion on Friday.\nThat makes the stake worth half of Berkshire's entire equity portfolio, and almost 25% of its $649 billion market capitalization.\nWarren Buffett started to build Berkshire's position in Apple in 2016 and added to it up until mid-2018.\n\nSCOTT MORGAN/REUTERS\nWarren Buffett is known for concentrating his investments to build generational wealth, and Berkshire Hathaway's stake in Apple is no better example of that investment practice.\nBerkshire's 887.1 million shares in the iPhone maker swelled to a record value of $159 billion on Friday, a 342% increase from its original cost basis of about $36 billion.That means Apple is now worth more than half of Berkshire's $293 billion equity portfolio, based on data from its third-quarter 13F filing.\nAnd assuming Berkshire hasn't trimmed its Apple position since September 30, the equity stake now represents about a quarter of Berkshire Hathaway's $649 billion market capitalization.\nWhat also makes Buffett's concentration in Apple notable is that it didn't take decades to compound like most successful investments managed by Buffett. Instead, it's only been five years since Berkshire began to build its stake in Apple.\nThe conglomerate first purchased Apple shares in 2016 and continued buying them until mid-2018, when the position topped 1 billion shares after adjusting for a 4-for-1 stock split in 2020. Buffett has trimmed Berkshire's position in Apple by about 12% since initially building the stake.\nBarring any changes since the most recent 13F filing, Berkshire's stock portfolio would be up 13.9% quarter-to-date, according to an analysis by Bespoke.Much of that gain has been driven by Apple's quarter-to-date gain of more than 20%.\nYear-to-date, Apple is up 31%, compared to Berkshire Hathaway's return of 26%. Apple's stock price was less than $1.00 away from hitting a $3 trillion valuation on Monday.\nBerkshire's three largest positions after Apple are Bank of America,American Express, and Coca-Cola, which make up a combined 30% of the equity portfolio's value. And Berkshire is still sitting on about $150 billion in cash that it has yet to put to work.","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604650206,"gmtCreate":1639391150640,"gmtModify":1639391474568,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604650206","repostId":"1135293840","repostType":4,"isVote":1,"tweetType":1,"viewCount":2637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605280066,"gmtCreate":1639180828668,"gmtModify":1639180830561,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Oh no why&nbsp;","listText":"Oh no why&nbsp;","text":"Oh no why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605280066","repostId":"1133027099","repostType":4,"repost":{"id":"1133027099","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":1639152670,"share":"https://www.laohu8.com/m/news/1133027099?lang=zh_CN&edition=full","pubTime":"2021-12-11 00:11","market":"us","language":"en","title":"Sea Ltd stock dropped more than 5% in morning trading<blockquote>Sea Ltd股价早盘下跌超过5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133027099","media":"Tiger Newspress","summary":"Sea Ltd stock dropped more than 5% in morning trading.","content":"<p>Sea Ltd stock dropped more than 5% in morning trading.</p><p><blockquote>Sea Ltd股价早盘下跌超过5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f6295277426435ac2c7135ba73dfbdef\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Ltd stock dropped more than 5% in morning trading<blockquote>Sea Ltd股价早盘下跌超过5%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Ltd stock dropped more than 5% in morning trading<blockquote>Sea Ltd股价早盘下跌超过5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-11 00:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Sea Ltd stock dropped more than 5% in morning trading.</p><p><blockquote>Sea Ltd股价早盘下跌超过5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f6295277426435ac2c7135ba73dfbdef\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133027099","content_text":"Sea Ltd stock dropped more than 5% in morning trading.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":2741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605368125,"gmtCreate":1639115749586,"gmtModify":1639115751457,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605368125","repostId":"1101551798","repostType":2,"repost":{"id":"1101551798","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":1639114634,"share":"https://www.laohu8.com/m/news/1101551798?lang=zh_CN&edition=full","pubTime":"2021-12-10 13:37","market":"us","language":"en","title":"TSMC’s November sales were 148.27 billion Taiwan dollars, an increase of 18.7% year-on-year.<blockquote>台积电11月销售额1482.7亿台币，同比增长18.7%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101551798","media":"Tiger Newspress","summary":"TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for November 2021: On a consolidated ba","content":"<p>TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for November 2021: On a consolidated basis, revenue for November 2021 was approximately NT$148.27 billion, an increase of 10.2 percent from October 2021 and an increase of 18.7 percent from November 2020. Revenue for January through November 2021 totaled NT$1,432.03 billion, an increase of 17.2 percent compared to the same period in 2020.</p><p><blockquote>台积电（TWSE：2330，NYSE：TSM）今天公布了2021年11月的净收入：在合并基础上，2021年11月的收入约为新台币1482.7亿元，比2021年10月增长10.2%，比2020年11月增长18.7%。2021年1-11月营收总额为新台币14,320.3亿元，较2020年同期增长17.2%。</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>TSMC’s November sales were 148.27 billion Taiwan dollars, an increase of 18.7% year-on-year.<blockquote>台积电11月销售额1482.7亿台币，同比增长18.7%。</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\">\nTSMC’s November sales were 148.27 billion Taiwan dollars, an increase of 18.7% year-on-year.<blockquote>台积电11月销售额1482.7亿台币，同比增长18.7%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 13:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for November 2021: On a consolidated basis, revenue for November 2021 was approximately NT$148.27 billion, an increase of 10.2 percent from October 2021 and an increase of 18.7 percent from November 2020. Revenue for January through November 2021 totaled NT$1,432.03 billion, an increase of 17.2 percent compared to the same period in 2020.</p><p><blockquote>台积电（TWSE：2330，NYSE：TSM）今天公布了2021年11月的净收入：在合并基础上，2021年11月的收入约为新台币1482.7亿元，比2021年10月增长10.2%，比2020年11月增长18.7%。2021年1-11月营收总额为新台币14,320.3亿元，较2020年同期增长17.2%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101551798","content_text":"TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for November 2021: On a consolidated basis, revenue for November 2021 was approximately NT$148.27 billion, an increase of 10.2 percent from October 2021 and an increase of 18.7 percent from November 2020. Revenue for January through November 2021 totaled NT$1,432.03 billion, an increase of 17.2 percent compared to the same period in 2020.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":2144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605368350,"gmtCreate":1639115743051,"gmtModify":1639115744894,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605368350","repostId":"1101551798","repostType":2,"repost":{"id":"1101551798","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":1639114634,"share":"https://www.laohu8.com/m/news/1101551798?lang=zh_CN&edition=full","pubTime":"2021-12-10 13:37","market":"us","language":"en","title":"TSMC’s November sales were 148.27 billion Taiwan dollars, an increase of 18.7% year-on-year.<blockquote>台积电11月销售额1482.7亿台币，同比增长18.7%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101551798","media":"Tiger Newspress","summary":"TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for November 2021: On a consolidated ba","content":"<p>TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for November 2021: On a consolidated basis, revenue for November 2021 was approximately NT$148.27 billion, an increase of 10.2 percent from October 2021 and an increase of 18.7 percent from November 2020. Revenue for January through November 2021 totaled NT$1,432.03 billion, an increase of 17.2 percent compared to the same period in 2020.</p><p><blockquote>台积电（TWSE：2330，NYSE：TSM）今天公布了2021年11月的净收入：在合并基础上，2021年11月的收入约为新台币1482.7亿元，比2021年10月增长10.2%，比2020年11月增长18.7%。2021年1-11月营收总额为新台币14,320.3亿元，较2020年同期增长17.2%。</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>TSMC’s November sales were 148.27 billion Taiwan dollars, an increase of 18.7% year-on-year.<blockquote>台积电11月销售额1482.7亿台币，同比增长18.7%。</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\">\nTSMC’s November sales were 148.27 billion Taiwan dollars, an increase of 18.7% year-on-year.<blockquote>台积电11月销售额1482.7亿台币，同比增长18.7%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 13:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for November 2021: On a consolidated basis, revenue for November 2021 was approximately NT$148.27 billion, an increase of 10.2 percent from October 2021 and an increase of 18.7 percent from November 2020. Revenue for January through November 2021 totaled NT$1,432.03 billion, an increase of 17.2 percent compared to the same period in 2020.</p><p><blockquote>台积电（TWSE：2330，NYSE：TSM）今天公布了2021年11月的净收入：在合并基础上，2021年11月的收入约为新台币1482.7亿元，比2021年10月增长10.2%，比2020年11月增长18.7%。2021年1-11月营收总额为新台币14,320.3亿元，较2020年同期增长17.2%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101551798","content_text":"TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for November 2021: On a consolidated basis, revenue for November 2021 was approximately NT$148.27 billion, an increase of 10.2 percent from October 2021 and an increase of 18.7 percent from November 2020. Revenue for January through November 2021 totaled NT$1,432.03 billion, an increase of 17.2 percent compared to the same period in 2020.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":1921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602649758,"gmtCreate":1639018762613,"gmtModify":1639018793263,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/602649758","repostId":"2190169579","repostType":4,"isVote":1,"tweetType":1,"viewCount":2083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602007897,"gmtCreate":1638935649243,"gmtModify":1638935650950,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602007897","repostId":"2189719656","repostType":4,"isVote":1,"tweetType":1,"viewCount":1928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606318954,"gmtCreate":1638834037700,"gmtModify":1638834039297,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606318954","repostId":"2189850790","repostType":4,"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608555932,"gmtCreate":1638764201835,"gmtModify":1638764202678,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/608555932","repostId":"1179313612","repostType":4,"repost":{"id":"1179313612","kind":"news","pubTimestamp":1638745398,"share":"https://www.laohu8.com/m/news/1179313612?lang=zh_CN&edition=full","pubTime":"2021-12-06 07:03","market":"us","language":"en","title":"Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179313612","media":"Barrons","summary":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer rep","content":"<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报阵容头条。这家视频游戏零售商将在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">AutoZone</a>，凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店，以及<a href=\"https://laohu8.com/S/TOL\">托尔兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">坎贝尔汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>,<a href=\"https://laohu8.com/S/COST\">Costco</a>批发，及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四的食物使事情更加圆满。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空</a>周三举办2021年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储10月消费者信贷数据报告将于周二公布。周四，美国劳工部公布了截至12月4日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。市场普遍预期同比增长6.7%，比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而此前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>星期一12/6</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey’s General Stores和Toll Brothers公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费者信贷数据。继去年小幅下降后，截至9月份，未偿消费者债务总额平均每月增加200亿美元，达到创纪录的4.37万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>星期三12/8</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月1110万的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站公布财报。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学公司</a>在加州尔湾举行投资者会议。该公司将讨论其产品线以及2022年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在10月底的会议上，央行结束了量化宽松计划，并表示首次加息将于2022年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale和Hormel Foods在评级召开会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health和泰森食品举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至12月4日当周的首次申请失业救济人数。11月份平均申请失业救济人数为238,750人，为大流行开始以来的最低水平，仅比2020年2月增加24,750人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>星期五12/10</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>阿彻-丹尼尔斯-米德兰举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">Centene</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>美国劳工统计局发布11月份消费者价格指数。市场普遍预计同比增长6.7%，比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而此前为4.6%。10月份6.2%的涨幅是CPI 30多年来最热的一次，而上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀时，最终放弃了“暂时性”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测为66，略低于11月份的数据。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGame Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 07:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报阵容头条。这家视频游戏零售商将在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">AutoZone</a>，凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店，以及<a href=\"https://laohu8.com/S/TOL\">托尔兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">坎贝尔汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>,<a href=\"https://laohu8.com/S/COST\">Costco</a>批发，及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四的食物使事情更加圆满。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空</a>周三举办2021年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储10月消费者信贷数据报告将于周二公布。周四，美国劳工部公布了截至12月4日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。市场普遍预期同比增长6.7%，比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而此前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>星期一12/6</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey’s General Stores和Toll Brothers公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费者信贷数据。继去年小幅下降后，截至9月份，未偿消费者债务总额平均每月增加200亿美元，达到创纪录的4.37万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>星期三12/8</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月1110万的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站公布财报。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学公司</a>在加州尔湾举行投资者会议。该公司将讨论其产品线以及2022年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在10月底的会议上，央行结束了量化宽松计划，并表示首次加息将于2022年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale和Hormel Foods在评级召开会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health和泰森食品举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至12月4日当周的首次申请失业救济人数。11月份平均申请失业救济人数为238,750人，为大流行开始以来的最低水平，仅比2020年2月增加24,750人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>星期五12/10</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>阿彻-丹尼尔斯-米德兰举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">Centene</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>美国劳工统计局发布11月份消费者价格指数。市场普遍预计同比增长6.7%，比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而此前为4.6%。10月份6.2%的涨幅是CPI 30多年来最热的一次，而上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀时，最终放弃了“暂时性”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测为66，略低于11月份的数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多","GME":"游戏驿站","BK4088":"住宅建筑","TOL":"托尔兄弟","CVS":"西维斯健康"},"source_url":"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1179313612","content_text":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. AutoZone, Casey’s General Stores, and Toll Brothers report earnings on Tuesday, followed by Brown-Forman and Campbell Soup on Wednesday. Broadcom, Costco Wholesale, and Hormel Foods round things out on Thursday.\nOn Monday, Union Pacific will hold a conference call to discuss its climate action plan. McKesson and Southwest Airlines host their 2021 investor days on Wednesday, followed by CVS Health and Tyson Foods on Thursday.\nThe Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.\nThe Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.\nMonday 12/6\nUnion Pacific holds a conference call to discuss its climate action plan.\nTuesday 12/7\nAutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.\nThe Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.\nWednesday 12/8\nThe BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.\nBrown-Forman, Campbell Soup, and GameStop report earnings.\nMcKesson and Southwest Airlines host their 2021 investor days.\nEdwards Lifesciences holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.\nThe Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.\nThursday 12/9\nBroadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.\nCVS Health and Tyson Foods host their annual investor days.\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.\nFriday 12/10\nArcher-Daniels-Midland holds its global investor day.\nCentene holds an investor meeting and will provide financial guidance for 2022.\nThe Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome Powell finally ditched “transitory” when discussing inflation before the Senate Banking Committee.\nThe University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.","news_type":1,"symbols_score_info":{"GME":0.9,"COST":0.9,"TOL":0.9,"CVS":0.9}},"isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601345483,"gmtCreate":1638494426643,"gmtModify":1638494427440,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601345483","repostId":"2188510525","repostType":4,"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601030323,"gmtCreate":1638458375680,"gmtModify":1638458376471,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601030323","repostId":"1184441337","repostType":4,"repost":{"id":"1184441337","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":1638457715,"share":"https://www.laohu8.com/m/news/1184441337?lang=zh_CN&edition=full","pubTime":"2021-12-02 23:08","market":"us","language":"en","title":"Ride-hailing firm stocks jumped in morning trading<blockquote>网约车公司股价早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184441337","media":"Tiger Newspress","summary":"Ride-hailing firm stocks jumped in morning trading.Uber and Lyft shares surged 6%.\n\nU.S. ride-hailin","content":"<p>Ride-hailing firm stocks jumped in morning trading.Uber and Lyft shares surged 6%.</p><p><blockquote>网约车公司股价早盘上涨。Uber和Lyft股价飙升6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d9a656cecda9bc2db20bbf768fa942a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c8c348ae77337f8a53912df8f8d6bb3b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> U.S. ride-hailing company Uber Technologies Ltd said on Thursday it would roll out a feature that will allow users in India to book rides via messaging service WhatsApp.</p><p><blockquote>美国叫车公司优步科技有限公司周四表示，将推出一项功能，允许印度用户通过消息服务WhatsApp预订乘车服务。</blockquote></p><p> The move could help Uber tap into the more than 500 million user base of&nbsp;Meta Platforms-owned&nbsp;WhatsApp in India.</p><p><blockquote>此举可能有助于Uber挖掘Meta Platforms旗下WhatsApp在印度超过5亿的用户群。</blockquote></p><p> In addition,Uber Technologies Inc on Thursday said it will launch an optional audio recording pilot program in three U.S. cities to enhance safety, allowing drivers and riders to send trip recordings to Uber in case of a safety incident.</p><p><blockquote>此外，Uber Technologies Inc周四表示，将在美国三个城市推出一项可选的录音试点计划，以增强安全性，允许司机和乘客在发生安全事故时向Uber发送行程录音。</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>Ride-hailing firm stocks jumped in morning trading<blockquote>网约车公司股价早盘上涨</blockquote></title>\n<style 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRide-hailing firm stocks jumped in morning trading<blockquote>网约车公司股价早盘上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-02 23:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Ride-hailing firm stocks jumped in morning trading.Uber and Lyft shares surged 6%.</p><p><blockquote>网约车公司股价早盘上涨。Uber和Lyft股价飙升6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d9a656cecda9bc2db20bbf768fa942a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c8c348ae77337f8a53912df8f8d6bb3b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> U.S. ride-hailing company Uber Technologies Ltd said on Thursday it would roll out a feature that will allow users in India to book rides via messaging service WhatsApp.</p><p><blockquote>美国叫车公司优步科技有限公司周四表示，将推出一项功能，允许印度用户通过消息服务WhatsApp预订乘车服务。</blockquote></p><p> The move could help Uber tap into the more than 500 million user base of&nbsp;Meta Platforms-owned&nbsp;WhatsApp in India.</p><p><blockquote>此举可能有助于Uber挖掘Meta Platforms旗下WhatsApp在印度超过5亿的用户群。</blockquote></p><p> In addition,Uber Technologies Inc on Thursday said it will launch an optional audio recording pilot program in three U.S. cities to enhance safety, allowing drivers and riders to send trip recordings to Uber in case of a safety incident.</p><p><blockquote>此外，Uber Technologies Inc周四表示，将在美国三个城市推出一项可选的录音试点计划，以增强安全性，允许司机和乘客在发生安全事故时向Uber发送行程录音。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步","LYFT":"Lyft, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184441337","content_text":"Ride-hailing firm stocks jumped in morning trading.Uber and Lyft shares surged 6%.\n\nU.S. ride-hailing company Uber Technologies Ltd said on Thursday it would roll out a feature that will allow users in India to book rides via messaging service WhatsApp.\nThe move could help Uber tap into the more than 500 million user base of Meta Platforms-owned WhatsApp in India.\nIn addition,Uber Technologies Inc on Thursday said it will launch an optional audio recording pilot program in three U.S. cities to enhance safety, allowing drivers and riders to send trip recordings to Uber in case of a safety incident.","news_type":1,"symbols_score_info":{"LYFT":0.9,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609487117,"gmtCreate":1638318008852,"gmtModify":1638318009575,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609487117","repostId":"2188758534","repostType":4,"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600666039,"gmtCreate":1638148130323,"gmtModify":1638148131117,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment good","listText":"Like and comment good","text":"Like and comment good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600666039","repostId":"1124072014","repostType":4,"repost":{"id":"1124072014","kind":"news","pubTimestamp":1638140765,"share":"https://www.laohu8.com/m/news/1124072014?lang=zh_CN&edition=full","pubTime":"2021-11-29 07:06","market":"us","language":"en","title":"November jobs report: What to know this week<blockquote>11月就业报告：本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124072014","media":"yahoo","summary":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor","content":"<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周回归，焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>美国劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。经济学家一致认为，11月份将有50万个工作岗位回归，招聘速度仅较10月份的531,000个略有放缓。失业率也有望从10月的4.6%进一步改善至4.5%，达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道：“我们预计11月份非农就业人数将增加50万人，但冬季新冠疫情风险不断增加以及可用工人供应减少将很快拖累就业增长。”，在上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更显著的复苏，否则就业增长不可能以这种速度持续太久。如果说有什么不同的话，那就是劳动力供应可以<i>恶化</i>随着覆盖1亿工人的联邦疫苗授权于1月4日开始，未来几个月，”阿什沃斯补充道。“这表明工资增长将保持强劲，我们预计10月份平均时薪将[环比]增长0.4%。”</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比，平均时薪预计将增长5.0%，继10月份已经显着增长4.9%之后进一步加速，这是自2月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张虽然对消费者及其消费能力有利，但也引发了人们对持续通胀的担忧。上周经济分析局公布的10月份个人消费支出(PCE)平减指数显示，该指数年率上涨5.0%，创1990年以来最大涨幅。核心PCE（即美联储首选的剔除波动较大的食品和能源价格的通胀指标）同比上涨4.1%，为三十年来的最高水平。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据集中在紧张的劳动力市场上，并预示着11月份就业报告可能强劲。上周首次申请失业救济人数降至19.9万人的52年低点，打破了之前大流行时期的低点和大流行前新首次申请失业救济人数的平均值。这再次凸显了美国雇主之间对劳动力的激烈竞争，在劳动力普遍短缺的情况下，公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺，劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比，平民劳动力仍减少了近300万参与者，对病毒的担忧挥之不去，许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色，这仍然使许多人处于劳动力的边缘。经济学家普遍预计，11月份劳动力参与率仅略有上升，达到61.7%，高于10月份的61.6%，但远低于2020年2月的63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济回到大流行前的劳动力参与水平，并确保不同群体公平地看到就业增长，已成为美联储的一个重点关注点。在这些方面仍有待弥补的距离也是美联储货币政策支持保持超宽松的最大因素，即使在一系列高于预期的通胀报告似乎需要采取更强硬的政策倾斜美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长进一步表明，美联储将继续关注劳动力市场，将其作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳(Justin Weidner)上周在一份报告中写道：“由于有证据表明通胀压力上升可能会持续更长时间，市场对美联储未来加息的看法已大幅提前。”“然而，正如鲍威尔主席11月新闻发布会所表明的那样，劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul>  <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一：</b>10月份待售房屋环比（预期0.7%，9月份-2.3%）；11月达拉斯联储制造业活动指数（预期17.0，10月14.6）</li></ul></blockquote></p><p></p><p></li>  <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二：</b>9月FHFA房价指数环比（预期为1.2%，8月为1.0%）；S&amp;P CoreLogic Case-Shiller 20城综合指数，9月环比（预期1.30%，8月1.17%）；S&amp;P CoreLogic Case-Shiller 20城市综合指数，9月（上月为19.66%）；11月MNI芝加哥PMI（预期67.0，10月68.4）；世界大型企业联合会11月消费者信心指数（预期110.0，10月113.8）</li></blockquote></p><p></li>  <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三：</b>MBA抵押贷款申请，11月26日（前一周为1.8%）；11月ADP就业变化（预期51.5万人，10月57.1万人）；Markit美国制造业PMI，11月终值（上月为59.1）；10月份建筑支出环比（预期0.5%，9月份-0.5%）；ISM制造业，11月（预期61.0，10月60.8）；美联储发布褐皮书</li></blockquote></p><p></li>  <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四：</b>挑战者裁员，11月（10月-71.7%）；截至11月27日当周首次申请失业救济人数（前一周为199,000人）；11月20日持续申请失业救济人数（前一周为2.049）</li></blockquote></p><p></li>  <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五：</b>11月非农就业人数变化（预期50万，10月53.1万）；11月失业率（预期4.5%，10月4.6%）；11月平均时薪环比（预期0.4%，10月0.4%）；11月平均时薪同比（预期5.0%，10月4.9%）；Markit美国服务业PMI，11月最终数据（上一期为57.0）；Markit美国综合PMI，11月最终数据（上一期为56.5）；ISM服务业指数，11月（预期65.0，10月66.7）；10月工厂订单（预期0.5%，9月0.2%）；耐用品订单，10月份最终（上次打印为-0.5%）</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>盈利日历</blockquote></p><p> <ul>  <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一：</b><i>没有计划发布值得注意的报告</i></li></ul></blockquote></p><p></li>  <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二：</b>Salesforce.com(CRM)收盘后</li></blockquote></p><p></li>  <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三：</b>PVH Corp.(PVH)收盘后</li></blockquote></p><p></li>  <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四：</b>Dollar General(DG)、Kroger(KR)开盘前；Ulta Beauty(ULTA)收盘后</li></blockquote></p><p></li>  <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五：</b><i>没有计划发布值得注意的报告</i></li></blockquote></p><p></li> </ul></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>November jobs report: What to know this week<blockquote>11月就业报告：本周需要了解什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNovember jobs report: What to know this week<blockquote>11月就业报告：本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">yahoo</strong><span class=\"h-time small\">2021-11-29 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周回归，焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>美国劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。经济学家一致认为，11月份将有50万个工作岗位回归，招聘速度仅较10月份的531,000个略有放缓。失业率也有望从10月的4.6%进一步改善至4.5%，达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道：“我们预计11月份非农就业人数将增加50万人，但冬季新冠疫情风险不断增加以及可用工人供应减少将很快拖累就业增长。”，在上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更显著的复苏，否则就业增长不可能以这种速度持续太久。如果说有什么不同的话，那就是劳动力供应可以<i>恶化</i>随着覆盖1亿工人的联邦疫苗授权于1月4日开始，未来几个月，”阿什沃斯补充道。“这表明工资增长将保持强劲，我们预计10月份平均时薪将[环比]增长0.4%。”</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比，平均时薪预计将增长5.0%，继10月份已经显着增长4.9%之后进一步加速，这是自2月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张虽然对消费者及其消费能力有利，但也引发了人们对持续通胀的担忧。上周经济分析局公布的10月份个人消费支出(PCE)平减指数显示，该指数年率上涨5.0%，创1990年以来最大涨幅。核心PCE（即美联储首选的剔除波动较大的食品和能源价格的通胀指标）同比上涨4.1%，为三十年来的最高水平。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据集中在紧张的劳动力市场上，并预示着11月份就业报告可能强劲。上周首次申请失业救济人数降至19.9万人的52年低点，打破了之前大流行时期的低点和大流行前新首次申请失业救济人数的平均值。这再次凸显了美国雇主之间对劳动力的激烈竞争，在劳动力普遍短缺的情况下，公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺，劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比，平民劳动力仍减少了近300万参与者，对病毒的担忧挥之不去，许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色，这仍然使许多人处于劳动力的边缘。经济学家普遍预计，11月份劳动力参与率仅略有上升，达到61.7%，高于10月份的61.6%，但远低于2020年2月的63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济回到大流行前的劳动力参与水平，并确保不同群体公平地看到就业增长，已成为美联储的一个重点关注点。在这些方面仍有待弥补的距离也是美联储货币政策支持保持超宽松的最大因素，即使在一系列高于预期的通胀报告似乎需要采取更强硬的政策倾斜美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长进一步表明，美联储将继续关注劳动力市场，将其作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳(Justin Weidner)上周在一份报告中写道：“由于有证据表明通胀压力上升可能会持续更长时间，市场对美联储未来加息的看法已大幅提前。”“然而，正如鲍威尔主席11月新闻发布会所表明的那样，劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul>  <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一：</b>10月份待售房屋环比（预期0.7%，9月份-2.3%）；11月达拉斯联储制造业活动指数（预期17.0，10月14.6）</li></ul></blockquote></p><p></p><p></li>  <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二：</b>9月FHFA房价指数环比（预期为1.2%，8月为1.0%）；S&amp;P CoreLogic Case-Shiller 20城综合指数，9月环比（预期1.30%，8月1.17%）；S&amp;P CoreLogic Case-Shiller 20城市综合指数，9月（上月为19.66%）；11月MNI芝加哥PMI（预期67.0，10月68.4）；世界大型企业联合会11月消费者信心指数（预期110.0，10月113.8）</li></blockquote></p><p></li>  <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三：</b>MBA抵押贷款申请，11月26日（前一周为1.8%）；11月ADP就业变化（预期51.5万人，10月57.1万人）；Markit美国制造业PMI，11月终值（上月为59.1）；10月份建筑支出环比（预期0.5%，9月份-0.5%）；ISM制造业，11月（预期61.0，10月60.8）；美联储发布褐皮书</li></blockquote></p><p></li>  <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四：</b>挑战者裁员，11月（10月-71.7%）；截至11月27日当周首次申请失业救济人数（前一周为199,000人）；11月20日持续申请失业救济人数（前一周为2.049）</li></blockquote></p><p></li>  <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五：</b>11月非农就业人数变化（预期50万，10月53.1万）；11月失业率（预期4.5%，10月4.6%）；11月平均时薪环比（预期0.4%，10月0.4%）；11月平均时薪同比（预期5.0%，10月4.9%）；Markit美国服务业PMI，11月最终数据（上一期为57.0）；Markit美国综合PMI，11月最终数据（上一期为56.5）；ISM服务业指数，11月（预期65.0，10月66.7）；10月工厂订单（预期0.5%，9月0.2%）；耐用品订单，10月份最终（上次打印为-0.5%）</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>盈利日历</blockquote></p><p> <ul>  <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一：</b><i>没有计划发布值得注意的报告</i></li></ul></blockquote></p><p></li>  <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二：</b>Salesforce.com(CRM)收盘后</li></blockquote></p><p></li>  <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三：</b>PVH Corp.(PVH)收盘后</li></blockquote></p><p></li>  <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四：</b>Dollar General(DG)、Kroger(KR)开盘前；Ulta Beauty(ULTA)收盘后</li></blockquote></p><p></li>  <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五：</b><i>没有计划发布值得注意的报告</i></li></blockquote></p><p></li> </ul></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.html\">yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时"},"source_url":"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124072014","content_text":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.\nThe Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.\n\"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.\n\"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply couldworsenover the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"\nOn a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.\nGrowing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.\nOther recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.\nEven given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.\nReturning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.\n\"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"\nEconomic calendar\n\nMonday:Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)\nTuesday:FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)\nWednesday:MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book\nThursday:Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)\nFriday:Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)\n\nEarnings calendar\n\nMonday:No notable reports scheduled for release\nTuesday:Salesforce.com (CRM) after market close\nWednesday:PVH Corp. (PVH) after market close\nThursday:Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close\nFriday:No notable reports scheduled for release","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877746907,"gmtCreate":1637991022272,"gmtModify":1637991023024,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877746907","repostId":"2186344334","repostType":4,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877180865,"gmtCreate":1637897498236,"gmtModify":1637897499545,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877180865","repostId":"1174337163","repostType":4,"repost":{"id":"1174337163","kind":"news","pubTimestamp":1637897193,"share":"https://www.laohu8.com/m/news/1174337163?lang=zh_CN&edition=full","pubTime":"2021-11-26 11:26","market":"us","language":"en","title":"Qualcomm Stock: After A Strong Rally, It Is Now A 'Hold'<blockquote>高通股票：强劲反弹后，目前“持有”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174337163","media":"Seeking Alpha","summary":"Summary\n\nQualcomm is well-positioned to benefit from secular growth trends of 5G, IoT, and industria","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Qualcomm is well-positioned to benefit from secular growth trends of 5G, IoT, and industrial and auto connectivity.</li>  <li>Its recent operating performance has been quite good and momentum should remain strong in the next few quarters, even though growth is expected to moderate in the medium term.</li>  <li>After a strong stock rally, the upside is now more limited and investors should buy more during potential pullbacks.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7aa6af8989c0e13371421d6fed2fac8e\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>G0d4ather/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>高通处于有利地位，可以从5G、物联网以及工业和汽车连接的长期增长趋势中受益。</li><li>其最近的经营业绩相当不错，未来几个季度的势头应该会保持强劲，尽管预计中期增长将放缓。</li><li>在股市强劲反弹之后，上涨空间现在更加有限，投资者应该在潜在回调期间买入更多股票。</li></ul><p class=\"t-img-caption\"><span>G0d4ather/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>QUALCOMM</b>(QCOM) has interesting growth prospects over the coming years supported from 5G, IoT and industrial and auto connectivity, but its share price performance has been quite strong over the past couple of months and Qualcomm is now a ‘hold’.</p><p><blockquote><b>QUALCOMM</b>在5G、物联网以及工业和汽车连接的支持下，(QCOM)在未来几年拥有有趣的增长前景，但其股价在过去几个月中表现相当强劲，高通现在被“持有”。</blockquote></p><p> <b>Background</b></p><p><blockquote><b>背景</b></blockquote></p><p> About two months ago, I have recommended Qualcomm as an interesting play in the 5G and Internet of Things (IoT) secular growth theme, even though there are some medium-term risks, such as competition from&nbsp;<b>MediaTek</b>(OTCPK:MDTKF) in the mobile segment and the possibility of losing&nbsp;<b>Apple’s</b>(AAPL) modem business.</p><p><blockquote>大约两个月前，我推荐高通作为5G和物联网（IoT）长期增长主题中的一个有趣的公司，尽管存在一些中期风险，例如来自<b>联发科</b>(OTCPK：MDTKF)在移动领域以及失去的可能性<b>苹果的</b>(AAPL)调制解调器业务。</blockquote></p><p> Since my article, Qualcomm’s share price has been on fire, up by more than 39% in about two months, supported by strong earnings and an upbeat investor day in the past week.</p><p><blockquote>自从我发表这篇文章以来，在强劲的盈利和过去一周乐观的投资者日的支撑下，高通的股价在大约两个月内上涨了39%以上。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b777c551db65315946aa3d0e67786e9\" tg-width=\"258\" tg-height=\"343\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求阿尔法。</span></p></blockquote></p><p> After a strong run, I think it’s time to see if Qualcomm still offers value to investors if its shares are now expensive. In this article, I review its most recent earnings and investor day, plus I check if its valuation is still attractive or not, considering Qualcomm’s medium-term earnings expectations.</p><p><blockquote>在经历了强劲的上涨之后，我认为是时候看看如果高通的股价现在很贵，它是否仍然为投资者提供价值了。在本文中，我回顾了其最近的收益和投资者日，并考虑到高通的中期收益预期，检查了其估值是否仍然有吸引力。</blockquote></p><p> <b>Recent Earnings</b></p><p><blockquote><b>近期收益</b></blockquote></p><p> Qualcomm has reported positive results regarding the fourth quarter and fiscal year 2021 (FY 2021 - for the year ended on September 26, 2021), at the beginning of this month. The company reported revenues 5% higher than expected related to Q4, while its bottom-line beat estimates by close to 13%.</p><p><blockquote>本月初，高通报告了第四季度和2021财年（2021财年-截至2021年9月26日的年度）的积极业绩。该公司报告第四季度收入比预期高出5%，而净利润则超出预期近13%。</blockquote></p><p> For the full fiscal year, the company was able to beat targets set at its investor day in 2019 for revenue growth and margin expansion, boding well for growth ahead.</p><p><blockquote>在整个财年，该公司能够超额完成2019年投资者日设定的收入增长和利润率扩张目标，预示着未来的增长。</blockquote></p><p> In FY 2021, Qualcomm’s revenues amounted to $33.56 billion (up by 43% YoY), while its operating income was close to $10.3 billion (+80% YoY). Its net income increased by 74% YoY to more than $9 billion, reaching a net profit margin of 26.9% (vs. 22.1% in FY 2020).</p><p><blockquote>2021财年，高通营收达335.6亿美元（同比增长43%），营业收入接近103亿美元（同比增长80%）。其净利润同比增长74%，超过90亿美元，净利润率达到26.9%（2020财年为22.1%）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3ba047cfae2944b81902cd46d4028cc\" tg-width=\"640\" tg-height=\"262\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> Qualcomm’s growth engine was the QCT segment (technologies), with revenue up by 64% YoY, while the licensing segment (QTL) reported 26% YoY revenue growth. In the QTL segment, Qualcomm’s growth was broad based, with radio filters and IoT being particularly strong.</p><p><blockquote>高通的增长引擎是QCT部门（技术），收入同比增长64%，而许可部门（QTL）收入同比增长26%。在QTL领域，高通的增长基础广泛，其中无线电滤波器和物联网尤为强劲。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aab453c09529203bf11d1d892cf4bb51\" tg-width=\"783\" tg-height=\"182\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> Despite the company’s diversification strategy, Qualcomm is still heavily exposed to the mobile market (handsets) which represented some 62% of its QTL revenues. However, this weight is expected to gradually decrease over the next few years, as other segments such as IoT should have higher growth rates over the medium to long term, given that handsets have benefitted cyclically from the rapid shift to 5G phones over the past year.</p><p><blockquote>尽管公司采取了多元化战略，高通仍然大量涉足移动市场（手机），该市场约占其QTL收入的62%。然而，鉴于手机在过去一年中周期性地受益于向5G手机的快速转变，预计这一权重将在未来几年逐渐下降，因为物联网等其他细分市场在中长期内应该会有更高的增长率。</blockquote></p><p> I see these results as quite good and above my own expectations, with the company being able to report annual revenues in excess of $10 billion for RF, auto and IoT together, a great milestone for Qualcomm and more than doubled compared to FY 2019.</p><p><blockquote>我认为这些结果非常好，超出了我自己的预期，该公司能够报告射频、汽车和物联网的年收入合计超过100亿美元，这对高通来说是一个伟大的里程碑，与2019财年相比增长了一倍多。</blockquote></p><p> This clearly shows that Qualcomm’s diversification strategy is progressing well and execution has been positive, which increases confidence on future growth targets. Beyond that, the current chip shortage is also impacting Qualcomm’s business, like for everyone else in the industry, making its recent growth even more impressive.</p><p><blockquote>这清楚地表明，高通的多元化战略进展良好，执行力一直积极，这增加了对未来增长目标的信心。除此之外，当前的芯片短缺也影响了高通的业务，就像业内其他公司一样，使其最近的增长更加令人印象深刻。</blockquote></p><p> Regarding its shareholder remuneration policy, during the last fiscal year, Qualcomm has made close to $3.4 billion in stock repurchases and distributed dividends of $3 billion. Thus, its total capital return to shareholders amounted to $6.4 billion, which represented more than 70% of its bottom-line. However, its dividend yield is only about 1.5%, thus I see Qualcomm mainly as a ‘growth’ play, while income is not high enough to be a reason to buy Qualcomm’s shares.</p><p><blockquote>关于股东薪酬政策，在上一财年，高通进行了近34亿美元的股票回购，并分配了30亿美元的股息。因此，其股东资本回报总额达64亿美元，占其利润的70%以上。然而，其股息收益率仅为1.5%左右，因此我认为高通主要是一家“成长型”公司，而收入还不足以成为购买高通股票的理由。</blockquote></p><p></p><p> Qualcomm’s outlook for the next quarter is also positive, with the company expecting more than $10 billion in revenues and diluted EPS in the range $2.53-2.73. Even though Qualcomm’s business has some seasonality, Q1 is usually a stronger quarter, this outlook implies annual revenues close to $40 billion, or up by 19% compared to the previous FY.</p><p><blockquote>高通对下一季度的前景也很乐观，该公司预计营收将超过100亿美元，摊薄后每股收益在2.53-2.73美元之间。尽管高通的业务有一定的季节性，但第一季度通常是一个更强劲的季度，这一前景意味着年收入接近400亿美元，比上一财年增长19%。</blockquote></p><p> This is in-line with current street expectations, given that the current consensus is for FY 2022 revenues of $39.5 billion, showing that Qualcomm’s recent growth is not temporary.</p><p><blockquote>这符合当前华尔街的预期，因为目前的共识是2022财年的收入为395亿美元，这表明高通最近的增长不是暂时的。</blockquote></p><p> On the other hand, as I’ve highlighted as a potential risk in my previous analysis, there were additional rumors recently that<b>Apple</b>(AAPL) will use its own 5G modem chip in 2023, instead of using Qualcomm’s chips. It is difficult to quantify how much revenue will Qualcomm lose from this, but certainly will be material and is a potential headwind for revenue and earnings growth in the medium term that investors should be aware of.</p><p><blockquote>另一方面，正如我在之前的分析中强调的潜在风险，最近有更多传言称<b>苹果</b>（AAPL）将在2023年使用自己的5G调制解调器芯片，而不是使用高通的芯片。很难量化高通将因此损失多少收入，但肯定会很大，并且是投资者应该意识到的中期收入和盈利增长的潜在阻力。</blockquote></p><p> Nevertheless, the company has recently shown in its investor day that its business is well exposed to some secular growth trends, such as IoT or car and industrial connectivity powered by 5G. This bodes well for its growth prospects over the next few years, and also to smooth the impact of losing some business from Apple.</p><p><blockquote>尽管如此，该公司最近在投资者日上表明，该公司业务很好地暴露在一些长期增长趋势中，如物联网或汽车以及5G驱动的工业连接。这对其未来几年的增长前景是好兆头，同时也能缓解因苹果失去部分业务而产生的影响。</blockquote></p><p> <b>Investor Day</b></p><p><blockquote><b>投资者日</b></blockquote></p><p> As I’ve discussed previously on Qualcomm, the company is well-positioned to benefit from secular growth trends of 5G and IoT, considering that it has adapted its product portfolio quite well in recent years for the expected higher demand for these wireless technologies over the next few years, beyond the mobile industry.</p><p><blockquote>正如我之前在高通上讨论的那样，考虑到该公司近年来已经很好地调整了其产品组合，以满足未来几年对这些无线技术的预期更高需求，该公司处于有利地位，可以从5G和物联网的长期增长趋势中受益。</blockquote></p><p> Its growth strategy has been to diversify its product offering so that it can offer solutions and products for more industries and different type of customers, namely in the automotive or the industrial sectors, increasing Qualcomm’s total addressable market and higher long-term growth prospects than relying too much on the mobile industry.</p><p><blockquote>其增长战略一直是使其产品供应多样化，以便能够为更多行业和不同类型的客户（即汽车或工业领域）提供解决方案和产品，增加高通的总目标市场和比依赖更高的长期增长前景过于依赖移动行业。</blockquote></p><p> The company has several technologies for mobile and connectivity that have great growth prospects due to the ongoing digital transformation, which is not expected to slow down in the future. Indeed, in its recent investor day, Qualcomm said that its total addressable market is expected to expand significantly over the next decade, from about $100 billion currently to some $700 billion by 2030. This is justified by the rising number of devices that are expected to be connected to the internet, generating a vast amount of data, being a strong tailwind for the company’s growth ahead.</p><p><blockquote>由于正在进行的数字化转型，该公司拥有多项移动和连接技术，这些技术具有巨大的增长前景，预计未来不会放缓。事实上，在最近的投资者日，高通表示，其潜在市场总额预计将在未来十年大幅扩大，从目前的约1000亿美元增加到2030年的约7000亿美元。这是因为预计连接到互联网的设备数量不断增加，产生大量数据，成为公司未来增长的强劲推动力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b9b8a9143bcaf8706b35feb39aac5ca\" tg-width=\"640\" tg-height=\"226\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> Qualcomm also discussed again its technologies spanning several end-markets beyond handsets, with IoT, automotive or virtual reality devices being, in my opinion, segments that are still relatively small for the company and have great growth prospects to become a sizable part of Qualcomm’s business in the next few years. For instance, Qualcomm targets annual revenues from IoT of around $9 billion by FY 2024, compared to $5 billion last year, while in Automotive it expects to grow from annual revenues of $1 billion last year to around $3.5 billion in five years.</p><p><blockquote>高通还再次讨论了其跨越手机以外的多个终端市场的技术，在我看来，物联网、汽车或虚拟现实设备对该公司来说仍然相对较小，但具有巨大的增长前景，将成为高通业务的重要组成部分。未来几年的业务。例如，高通的目标是到2024财年物联网年收入约为90亿美元，而去年为50亿美元，而在汽车领域，预计五年内年收入将从去年的10亿美元增长到约35亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebe04cb81f8fa2aba439f6f5309780c2\" tg-width=\"640\" tg-height=\"218\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> In the mobile segment, Qualcomm also sees good long-term growth prospects due to 5G, with 5G handsets expected to gradually increase the weight in total shipments to about 85% by fiscal year 2024 and double from the total shipments delivered in the last year.</p><p><blockquote>在移动领域，高通也看到了5G带来的良好长期增长前景，预计到2024财年，5G手机在总出货量中的比重将逐渐增加至85%左右，比去年的总出货量翻一番。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/552a1a716059d719fc6e64b861f09a8d\" tg-width=\"602\" tg-height=\"465\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> Regarding its capital structure and shareholder remuneration policy, Qualcomm intends to maintain its policy of distributing a large part of its free cash flow to shareholders, both through a growing dividend and opportunistic share buybacks. As the company’s financial leverage is strong, measured by its net debt-to-EBITDA ratio below 0.5x at the end of FY 2021, it doesn’t need to retain much cash so I expect Qualcomm to distribute close to 100% of its free cash flow to shareholders over the next few years.</p><p><blockquote>关于其资本结构和股东薪酬政策，高通打算维持将大部分自由现金流分配给股东的政策，包括增加股息和机会主义股票回购。由于该公司的财务杠杆很强，以2021财年末净债务与EBITDA比率低于0.5倍来衡量，因此它不需要保留太多现金，因此我预计高通将分配近100%的自由现金流未来几年流向股东。</blockquote></p><p> However, this could change if the company pursues acquisitions, especially if it performs a large acquisition financed mainly by debt. That would increase the company’s financial leverage and, most likely, its strategy would then change towards reducing leverage in subsequent years until it reaches again a strong balance sheet as it has today.</p><p><blockquote>然而，如果该公司进行收购，特别是如果它进行主要通过债务融资的大型收购，这种情况可能会发生变化。这将增加该公司的财务杠杆，而且最有可能的是，其战略将在随后几年转向降低杠杆，直到再次达到像今天这样强劲的资产负债表。</blockquote></p><p> <b>Estimates &amp; Valuation</b></p><p><blockquote><b>估计和估值</b></blockquote></p><p></p><p> Regarding medium-term&nbsp;estimates, Qualcomm’s revenues are expected to grow at about 7.3% per year, over the next four years, slowing down significantly compared to FY 2021. I think these are conservative estimates and there is upside potential for upward revisions over the coming months if operating momentum remains strong.</p><p><blockquote>关于中期预测，未来四年高通的收入预计将以每年约7.3%的速度增长，与2021财年相比大幅放缓。我认为这些都是保守的估计，如果运营势头保持强劲，未来几个月还有向上修正的潜力。</blockquote></p><p> For the fiscal year 2025, revenues are expected to be about $44 billion, which seems too much low considering that for FY 2022 revenues are expected to be around $40 billion. I’m more bullish than current consensus and see revenues of around $50 billion by FY 2025, expecting annual revenue growth of around 7-8% per year between FY 2023 and 2025, which I think is still quite conservative.</p><p><blockquote>2025财年的收入预计约为440亿美元，考虑到2022财年的收入预计约为400亿美元，这似乎太低了。我比目前的共识更乐观，预计到2025财年的收入将达到500亿美元左右，预计2023财年至2025财年的年收入增长约为7-8%，我认为这仍然相当保守。</blockquote></p><p> Its bottom-line is expected to increase to more than $14 billion in FY 2025 in my estimates, slightly above consensus because I’m expecting higher revenues, which implies an EPS of around $12 by FY 2025.</p><p><blockquote>根据我的估计，2025财年其净利润预计将增至140亿美元以上，略高于共识，因为我预计收入会更高，这意味着到2025财年每股收益约为12美元。</blockquote></p><p> Regarding valuation, my approach is to look into the next few years of revenues and earnings rather than just focus on this year or the next, to see if the stock has upside potential over a time frame of two to four years. Therefore, I use FY 2025 estimates to see if Qualcomm’s stock has upside potential over the medium term or not.</p><p><blockquote>关于估值，我的方法是关注未来几年的收入和盈利，而不仅仅是关注今年或明年，看看该股在两到四年内是否有上涨潜力。因此，我使用2025财年的预测来了解高通的股票在中期内是否有上涨潜力。</blockquote></p><p> Based on Qualcomm’s EPS estimate of $12 by FY 2025 and its historical valuation multiple over the past couple of years regarding its blended forward earnings (next 12 months) of 17.3x, my price target for Qualcomm by September 2024 is $207 per share.</p><p><blockquote>根据高通到2025财年的每股收益预期为12美元，以及过去几年混合预期收益（未来12个月）17.3倍的历史估值倍数，我对高通到2024年9月的目标价为每股207美元。</blockquote></p><p> This means that Qualcomm’s upside potential, based on these assumptions, is about 15% over the next three years, which is not impressive and show that a good part of its growth in the medium term is already reflected in its share price.</p><p><blockquote>这意味着，基于这些假设，高通未来三年的上涨潜力约为15%，这并不令人印象深刻，并表明其中期增长的很大一部分已经反映在其股价中。</blockquote></p><p> Note that over the past two years Qualcomm’s forward earnings multiple has been somewhat volatile, trading between 13-22x forward earnings. When I wrote my previous article on Qualcomm, its shares were trading at the bottom of this range and the stock was clearly a buy, while now is trading close to its historical value. This means that there is more upside potential over the medium term, as Qualcomm is clearly well-positioned to benefit from 5G, IoT, and industrial and automotive connectivity, thus a re-rating to higher multiples is possible in the next couple of years.</p><p><blockquote>请注意，过去两年高通的预期市盈率有些波动，预期市盈率在13-22倍之间。当我写上一篇关于高通的文章时，其股价处于该区间的底部，显然值得买入，而现在的交易价格接近其历史价值。这意味着中期内有更大的上涨潜力，因为高通显然处于有利地位，可以从5G、物联网以及工业和汽车连接中受益，因此未来几年有可能重新评级至更高的倍数。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb82ba4ac66c3ed8128484453fc4730c\" tg-width=\"1280\" tg-height=\"204\" width=\"100%\" height=\"auto\"><span>Source: Bloomberg.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博。</span></p></blockquote></p><p> <b>Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Qualcomm’s operating momentum has improved markedly in recent quarters and growth prospects are good in the coming years, as the company’s product diversification strategy is making good progress and is expected to support growth in coming years.</p><p><blockquote>高通近几个季度的经营势头明显改善，未来几年的增长前景良好，因为该公司的产品多元化战略正在取得良好进展，预计将支持未来几年的增长。</blockquote></p><p> However, its stock has rapidly incorporated improved fundamentals with the company’s recent earnings and investor day, and now upside potential is more limited than it was a couple of months ago. Investors who are exposed to Qualcomm should ‘hold’ and buy more during potential pullbacks in the future.</p><p><blockquote>然而，其股票已迅速将基本面的改善与公司最近的盈利和投资者日结合起来，现在的上涨潜力比几个月前更加有限。投资高通的投资者应该“持有”并在未来潜在回调期间买入更多股票。</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>Qualcomm Stock: After A Strong Rally, It Is Now A 'Hold'<blockquote>高通股票：强劲反弹后，目前“持有”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm Stock: After A Strong Rally, It Is Now A 'Hold'<blockquote>高通股票：强劲反弹后，目前“持有”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-26 11:26</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>Qualcomm is well-positioned to benefit from secular growth trends of 5G, IoT, and industrial and auto connectivity.</li>  <li>Its recent operating performance has been quite good and momentum should remain strong in the next few quarters, even though growth is expected to moderate in the medium term.</li>  <li>After a strong stock rally, the upside is now more limited and investors should buy more during potential pullbacks.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7aa6af8989c0e13371421d6fed2fac8e\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>G0d4ather/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>高通处于有利地位，可以从5G、物联网以及工业和汽车连接的长期增长趋势中受益。</li><li>其最近的经营业绩相当不错，未来几个季度的势头应该会保持强劲，尽管预计中期增长将放缓。</li><li>在股市强劲反弹之后，上涨空间现在更加有限，投资者应该在潜在回调期间买入更多股票。</li></ul><p class=\"t-img-caption\"><span>G0d4ather/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>QUALCOMM</b>(QCOM) has interesting growth prospects over the coming years supported from 5G, IoT and industrial and auto connectivity, but its share price performance has been quite strong over the past couple of months and Qualcomm is now a ‘hold’.</p><p><blockquote><b>QUALCOMM</b>在5G、物联网以及工业和汽车连接的支持下，(QCOM)在未来几年拥有有趣的增长前景，但其股价在过去几个月中表现相当强劲，高通现在被“持有”。</blockquote></p><p> <b>Background</b></p><p><blockquote><b>背景</b></blockquote></p><p> About two months ago, I have recommended Qualcomm as an interesting play in the 5G and Internet of Things (IoT) secular growth theme, even though there are some medium-term risks, such as competition from&nbsp;<b>MediaTek</b>(OTCPK:MDTKF) in the mobile segment and the possibility of losing&nbsp;<b>Apple’s</b>(AAPL) modem business.</p><p><blockquote>大约两个月前，我推荐高通作为5G和物联网（IoT）长期增长主题中的一个有趣的公司，尽管存在一些中期风险，例如来自<b>联发科</b>(OTCPK：MDTKF)在移动领域以及失去的可能性<b>苹果的</b>(AAPL)调制解调器业务。</blockquote></p><p> Since my article, Qualcomm’s share price has been on fire, up by more than 39% in about two months, supported by strong earnings and an upbeat investor day in the past week.</p><p><blockquote>自从我发表这篇文章以来，在强劲的盈利和过去一周乐观的投资者日的支撑下，高通的股价在大约两个月内上涨了39%以上。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b777c551db65315946aa3d0e67786e9\" tg-width=\"258\" tg-height=\"343\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求阿尔法。</span></p></blockquote></p><p> After a strong run, I think it’s time to see if Qualcomm still offers value to investors if its shares are now expensive. In this article, I review its most recent earnings and investor day, plus I check if its valuation is still attractive or not, considering Qualcomm’s medium-term earnings expectations.</p><p><blockquote>在经历了强劲的上涨之后，我认为是时候看看如果高通的股价现在很贵，它是否仍然为投资者提供价值了。在本文中，我回顾了其最近的收益和投资者日，并考虑到高通的中期收益预期，检查了其估值是否仍然有吸引力。</blockquote></p><p> <b>Recent Earnings</b></p><p><blockquote><b>近期收益</b></blockquote></p><p> Qualcomm has reported positive results regarding the fourth quarter and fiscal year 2021 (FY 2021 - for the year ended on September 26, 2021), at the beginning of this month. The company reported revenues 5% higher than expected related to Q4, while its bottom-line beat estimates by close to 13%.</p><p><blockquote>本月初，高通报告了第四季度和2021财年（2021财年-截至2021年9月26日的年度）的积极业绩。该公司报告第四季度收入比预期高出5%，而净利润则超出预期近13%。</blockquote></p><p> For the full fiscal year, the company was able to beat targets set at its investor day in 2019 for revenue growth and margin expansion, boding well for growth ahead.</p><p><blockquote>在整个财年，该公司能够超额完成2019年投资者日设定的收入增长和利润率扩张目标，预示着未来的增长。</blockquote></p><p> In FY 2021, Qualcomm’s revenues amounted to $33.56 billion (up by 43% YoY), while its operating income was close to $10.3 billion (+80% YoY). Its net income increased by 74% YoY to more than $9 billion, reaching a net profit margin of 26.9% (vs. 22.1% in FY 2020).</p><p><blockquote>2021财年，高通营收达335.6亿美元（同比增长43%），营业收入接近103亿美元（同比增长80%）。其净利润同比增长74%，超过90亿美元，净利润率达到26.9%（2020财年为22.1%）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3ba047cfae2944b81902cd46d4028cc\" tg-width=\"640\" tg-height=\"262\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> Qualcomm’s growth engine was the QCT segment (technologies), with revenue up by 64% YoY, while the licensing segment (QTL) reported 26% YoY revenue growth. In the QTL segment, Qualcomm’s growth was broad based, with radio filters and IoT being particularly strong.</p><p><blockquote>高通的增长引擎是QCT部门（技术），收入同比增长64%，而许可部门（QTL）收入同比增长26%。在QTL领域，高通的增长基础广泛，其中无线电滤波器和物联网尤为强劲。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aab453c09529203bf11d1d892cf4bb51\" tg-width=\"783\" tg-height=\"182\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> Despite the company’s diversification strategy, Qualcomm is still heavily exposed to the mobile market (handsets) which represented some 62% of its QTL revenues. However, this weight is expected to gradually decrease over the next few years, as other segments such as IoT should have higher growth rates over the medium to long term, given that handsets have benefitted cyclically from the rapid shift to 5G phones over the past year.</p><p><blockquote>尽管公司采取了多元化战略，高通仍然大量涉足移动市场（手机），该市场约占其QTL收入的62%。然而，鉴于手机在过去一年中周期性地受益于向5G手机的快速转变，预计这一权重将在未来几年逐渐下降，因为物联网等其他细分市场在中长期内应该会有更高的增长率。</blockquote></p><p> I see these results as quite good and above my own expectations, with the company being able to report annual revenues in excess of $10 billion for RF, auto and IoT together, a great milestone for Qualcomm and more than doubled compared to FY 2019.</p><p><blockquote>我认为这些结果非常好，超出了我自己的预期，该公司能够报告射频、汽车和物联网的年收入合计超过100亿美元，这对高通来说是一个伟大的里程碑，与2019财年相比增长了一倍多。</blockquote></p><p> This clearly shows that Qualcomm’s diversification strategy is progressing well and execution has been positive, which increases confidence on future growth targets. Beyond that, the current chip shortage is also impacting Qualcomm’s business, like for everyone else in the industry, making its recent growth even more impressive.</p><p><blockquote>这清楚地表明，高通的多元化战略进展良好，执行力一直积极，这增加了对未来增长目标的信心。除此之外，当前的芯片短缺也影响了高通的业务，就像业内其他公司一样，使其最近的增长更加令人印象深刻。</blockquote></p><p> Regarding its shareholder remuneration policy, during the last fiscal year, Qualcomm has made close to $3.4 billion in stock repurchases and distributed dividends of $3 billion. Thus, its total capital return to shareholders amounted to $6.4 billion, which represented more than 70% of its bottom-line. However, its dividend yield is only about 1.5%, thus I see Qualcomm mainly as a ‘growth’ play, while income is not high enough to be a reason to buy Qualcomm’s shares.</p><p><blockquote>关于股东薪酬政策，在上一财年，高通进行了近34亿美元的股票回购，并分配了30亿美元的股息。因此，其股东资本回报总额达64亿美元，占其利润的70%以上。然而，其股息收益率仅为1.5%左右，因此我认为高通主要是一家“成长型”公司，而收入还不足以成为购买高通股票的理由。</blockquote></p><p></p><p> Qualcomm’s outlook for the next quarter is also positive, with the company expecting more than $10 billion in revenues and diluted EPS in the range $2.53-2.73. Even though Qualcomm’s business has some seasonality, Q1 is usually a stronger quarter, this outlook implies annual revenues close to $40 billion, or up by 19% compared to the previous FY.</p><p><blockquote>高通对下一季度的前景也很乐观，该公司预计营收将超过100亿美元，摊薄后每股收益在2.53-2.73美元之间。尽管高通的业务有一定的季节性，但第一季度通常是一个更强劲的季度，这一前景意味着年收入接近400亿美元，比上一财年增长19%。</blockquote></p><p> This is in-line with current street expectations, given that the current consensus is for FY 2022 revenues of $39.5 billion, showing that Qualcomm’s recent growth is not temporary.</p><p><blockquote>这符合当前华尔街的预期，因为目前的共识是2022财年的收入为395亿美元，这表明高通最近的增长不是暂时的。</blockquote></p><p> On the other hand, as I’ve highlighted as a potential risk in my previous analysis, there were additional rumors recently that<b>Apple</b>(AAPL) will use its own 5G modem chip in 2023, instead of using Qualcomm’s chips. It is difficult to quantify how much revenue will Qualcomm lose from this, but certainly will be material and is a potential headwind for revenue and earnings growth in the medium term that investors should be aware of.</p><p><blockquote>另一方面，正如我在之前的分析中强调的潜在风险，最近有更多传言称<b>苹果</b>（AAPL）将在2023年使用自己的5G调制解调器芯片，而不是使用高通的芯片。很难量化高通将因此损失多少收入，但肯定会很大，并且是投资者应该意识到的中期收入和盈利增长的潜在阻力。</blockquote></p><p> Nevertheless, the company has recently shown in its investor day that its business is well exposed to some secular growth trends, such as IoT or car and industrial connectivity powered by 5G. This bodes well for its growth prospects over the next few years, and also to smooth the impact of losing some business from Apple.</p><p><blockquote>尽管如此，该公司最近在投资者日上表明，该公司业务很好地暴露在一些长期增长趋势中，如物联网或汽车以及5G驱动的工业连接。这对其未来几年的增长前景是好兆头，同时也能缓解因苹果失去部分业务而产生的影响。</blockquote></p><p> <b>Investor Day</b></p><p><blockquote><b>投资者日</b></blockquote></p><p> As I’ve discussed previously on Qualcomm, the company is well-positioned to benefit from secular growth trends of 5G and IoT, considering that it has adapted its product portfolio quite well in recent years for the expected higher demand for these wireless technologies over the next few years, beyond the mobile industry.</p><p><blockquote>正如我之前在高通上讨论的那样，考虑到该公司近年来已经很好地调整了其产品组合，以满足未来几年对这些无线技术的预期更高需求，该公司处于有利地位，可以从5G和物联网的长期增长趋势中受益。</blockquote></p><p> Its growth strategy has been to diversify its product offering so that it can offer solutions and products for more industries and different type of customers, namely in the automotive or the industrial sectors, increasing Qualcomm’s total addressable market and higher long-term growth prospects than relying too much on the mobile industry.</p><p><blockquote>其增长战略一直是使其产品供应多样化，以便能够为更多行业和不同类型的客户（即汽车或工业领域）提供解决方案和产品，增加高通的总目标市场和比依赖更高的长期增长前景过于依赖移动行业。</blockquote></p><p> The company has several technologies for mobile and connectivity that have great growth prospects due to the ongoing digital transformation, which is not expected to slow down in the future. Indeed, in its recent investor day, Qualcomm said that its total addressable market is expected to expand significantly over the next decade, from about $100 billion currently to some $700 billion by 2030. This is justified by the rising number of devices that are expected to be connected to the internet, generating a vast amount of data, being a strong tailwind for the company’s growth ahead.</p><p><blockquote>由于正在进行的数字化转型，该公司拥有多项移动和连接技术，这些技术具有巨大的增长前景，预计未来不会放缓。事实上，在最近的投资者日，高通表示，其潜在市场总额预计将在未来十年大幅扩大，从目前的约1000亿美元增加到2030年的约7000亿美元。这是因为预计连接到互联网的设备数量不断增加，产生大量数据，成为公司未来增长的强劲推动力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b9b8a9143bcaf8706b35feb39aac5ca\" tg-width=\"640\" tg-height=\"226\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> Qualcomm also discussed again its technologies spanning several end-markets beyond handsets, with IoT, automotive or virtual reality devices being, in my opinion, segments that are still relatively small for the company and have great growth prospects to become a sizable part of Qualcomm’s business in the next few years. For instance, Qualcomm targets annual revenues from IoT of around $9 billion by FY 2024, compared to $5 billion last year, while in Automotive it expects to grow from annual revenues of $1 billion last year to around $3.5 billion in five years.</p><p><blockquote>高通还再次讨论了其跨越手机以外的多个终端市场的技术，在我看来，物联网、汽车或虚拟现实设备对该公司来说仍然相对较小，但具有巨大的增长前景，将成为高通业务的重要组成部分。未来几年的业务。例如，高通的目标是到2024财年物联网年收入约为90亿美元，而去年为50亿美元，而在汽车领域，预计五年内年收入将从去年的10亿美元增长到约35亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebe04cb81f8fa2aba439f6f5309780c2\" tg-width=\"640\" tg-height=\"218\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> In the mobile segment, Qualcomm also sees good long-term growth prospects due to 5G, with 5G handsets expected to gradually increase the weight in total shipments to about 85% by fiscal year 2024 and double from the total shipments delivered in the last year.</p><p><blockquote>在移动领域，高通也看到了5G带来的良好长期增长前景，预计到2024财年，5G手机在总出货量中的比重将逐渐增加至85%左右，比去年的总出货量翻一番。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/552a1a716059d719fc6e64b861f09a8d\" tg-width=\"602\" tg-height=\"465\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> Regarding its capital structure and shareholder remuneration policy, Qualcomm intends to maintain its policy of distributing a large part of its free cash flow to shareholders, both through a growing dividend and opportunistic share buybacks. As the company’s financial leverage is strong, measured by its net debt-to-EBITDA ratio below 0.5x at the end of FY 2021, it doesn’t need to retain much cash so I expect Qualcomm to distribute close to 100% of its free cash flow to shareholders over the next few years.</p><p><blockquote>关于其资本结构和股东薪酬政策，高通打算维持将大部分自由现金流分配给股东的政策，包括增加股息和机会主义股票回购。由于该公司的财务杠杆很强，以2021财年末净债务与EBITDA比率低于0.5倍来衡量，因此它不需要保留太多现金，因此我预计高通将分配近100%的自由现金流未来几年流向股东。</blockquote></p><p> However, this could change if the company pursues acquisitions, especially if it performs a large acquisition financed mainly by debt. That would increase the company’s financial leverage and, most likely, its strategy would then change towards reducing leverage in subsequent years until it reaches again a strong balance sheet as it has today.</p><p><blockquote>然而，如果该公司进行收购，特别是如果它进行主要通过债务融资的大型收购，这种情况可能会发生变化。这将增加该公司的财务杠杆，而且最有可能的是，其战略将在随后几年转向降低杠杆，直到再次达到像今天这样强劲的资产负债表。</blockquote></p><p> <b>Estimates &amp; Valuation</b></p><p><blockquote><b>估计和估值</b></blockquote></p><p></p><p> Regarding medium-term&nbsp;estimates, Qualcomm’s revenues are expected to grow at about 7.3% per year, over the next four years, slowing down significantly compared to FY 2021. I think these are conservative estimates and there is upside potential for upward revisions over the coming months if operating momentum remains strong.</p><p><blockquote>关于中期预测，未来四年高通的收入预计将以每年约7.3%的速度增长，与2021财年相比大幅放缓。我认为这些都是保守的估计，如果运营势头保持强劲，未来几个月还有向上修正的潜力。</blockquote></p><p> For the fiscal year 2025, revenues are expected to be about $44 billion, which seems too much low considering that for FY 2022 revenues are expected to be around $40 billion. I’m more bullish than current consensus and see revenues of around $50 billion by FY 2025, expecting annual revenue growth of around 7-8% per year between FY 2023 and 2025, which I think is still quite conservative.</p><p><blockquote>2025财年的收入预计约为440亿美元，考虑到2022财年的收入预计约为400亿美元，这似乎太低了。我比目前的共识更乐观，预计到2025财年的收入将达到500亿美元左右，预计2023财年至2025财年的年收入增长约为7-8%，我认为这仍然相当保守。</blockquote></p><p> Its bottom-line is expected to increase to more than $14 billion in FY 2025 in my estimates, slightly above consensus because I’m expecting higher revenues, which implies an EPS of around $12 by FY 2025.</p><p><blockquote>根据我的估计，2025财年其净利润预计将增至140亿美元以上，略高于共识，因为我预计收入会更高，这意味着到2025财年每股收益约为12美元。</blockquote></p><p> Regarding valuation, my approach is to look into the next few years of revenues and earnings rather than just focus on this year or the next, to see if the stock has upside potential over a time frame of two to four years. Therefore, I use FY 2025 estimates to see if Qualcomm’s stock has upside potential over the medium term or not.</p><p><blockquote>关于估值，我的方法是关注未来几年的收入和盈利，而不仅仅是关注今年或明年，看看该股在两到四年内是否有上涨潜力。因此，我使用2025财年的预测来了解高通的股票在中期内是否有上涨潜力。</blockquote></p><p> Based on Qualcomm’s EPS estimate of $12 by FY 2025 and its historical valuation multiple over the past couple of years regarding its blended forward earnings (next 12 months) of 17.3x, my price target for Qualcomm by September 2024 is $207 per share.</p><p><blockquote>根据高通到2025财年的每股收益预期为12美元，以及过去几年混合预期收益（未来12个月）17.3倍的历史估值倍数，我对高通到2024年9月的目标价为每股207美元。</blockquote></p><p> This means that Qualcomm’s upside potential, based on these assumptions, is about 15% over the next three years, which is not impressive and show that a good part of its growth in the medium term is already reflected in its share price.</p><p><blockquote>这意味着，基于这些假设，高通未来三年的上涨潜力约为15%，这并不令人印象深刻，并表明其中期增长的很大一部分已经反映在其股价中。</blockquote></p><p> Note that over the past two years Qualcomm’s forward earnings multiple has been somewhat volatile, trading between 13-22x forward earnings. When I wrote my previous article on Qualcomm, its shares were trading at the bottom of this range and the stock was clearly a buy, while now is trading close to its historical value. This means that there is more upside potential over the medium term, as Qualcomm is clearly well-positioned to benefit from 5G, IoT, and industrial and automotive connectivity, thus a re-rating to higher multiples is possible in the next couple of years.</p><p><blockquote>请注意，过去两年高通的预期市盈率有些波动，预期市盈率在13-22倍之间。当我写上一篇关于高通的文章时，其股价处于该区间的底部，显然值得买入，而现在的交易价格接近其历史价值。这意味着中期内有更大的上涨潜力，因为高通显然处于有利地位，可以从5G、物联网以及工业和汽车连接中受益，因此未来几年有可能重新评级至更高的倍数。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb82ba4ac66c3ed8128484453fc4730c\" tg-width=\"1280\" tg-height=\"204\" width=\"100%\" height=\"auto\"><span>Source: Bloomberg.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博。</span></p></blockquote></p><p> <b>Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Qualcomm’s operating momentum has improved markedly in recent quarters and growth prospects are good in the coming years, as the company’s product diversification strategy is making good progress and is expected to support growth in coming years.</p><p><blockquote>高通近几个季度的经营势头明显改善，未来几年的增长前景良好，因为该公司的产品多元化战略正在取得良好进展，预计将支持未来几年的增长。</blockquote></p><p> However, its stock has rapidly incorporated improved fundamentals with the company’s recent earnings and investor day, and now upside potential is more limited than it was a couple of months ago. Investors who are exposed to Qualcomm should ‘hold’ and buy more during potential pullbacks in the future.</p><p><blockquote>然而，其股票已迅速将基本面的改善与公司最近的盈利和投资者日结合起来，现在的上涨潜力比几个月前更加有限。投资高通的投资者应该“持有”并在未来潜在回调期间买入更多股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4471977-qualcomm-stock-strong-rally-now-hold\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通"},"source_url":"https://seekingalpha.com/article/4471977-qualcomm-stock-strong-rally-now-hold","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174337163","content_text":"Summary\n\nQualcomm is well-positioned to benefit from secular growth trends of 5G, IoT, and industrial and auto connectivity.\nIts recent operating performance has been quite good and momentum should remain strong in the next few quarters, even though growth is expected to moderate in the medium term.\nAfter a strong stock rally, the upside is now more limited and investors should buy more during potential pullbacks.\n\nG0d4ather/iStock Editorial via Getty Images\nQUALCOMM(QCOM) has interesting growth prospects over the coming years supported from 5G, IoT and industrial and auto connectivity, but its share price performance has been quite strong over the past couple of months and Qualcomm is now a ‘hold’.\nBackground\nAbout two months ago, I have recommended Qualcomm as an interesting play in the 5G and Internet of Things (IoT) secular growth theme, even though there are some medium-term risks, such as competition from MediaTek(OTCPK:MDTKF) in the mobile segment and the possibility of losing Apple’s(AAPL) modem business.\nSince my article, Qualcomm’s share price has been on fire, up by more than 39% in about two months, supported by strong earnings and an upbeat investor day in the past week.\nSource: Seeking Alpha.\nAfter a strong run, I think it’s time to see if Qualcomm still offers value to investors if its shares are now expensive. In this article, I review its most recent earnings and investor day, plus I check if its valuation is still attractive or not, considering Qualcomm’s medium-term earnings expectations.\nRecent Earnings\nQualcomm has reported positive results regarding the fourth quarter and fiscal year 2021 (FY 2021 - for the year ended on September 26, 2021), at the beginning of this month. The company reported revenues 5% higher than expected related to Q4, while its bottom-line beat estimates by close to 13%.\nFor the full fiscal year, the company was able to beat targets set at its investor day in 2019 for revenue growth and margin expansion, boding well for growth ahead.\nIn FY 2021, Qualcomm’s revenues amounted to $33.56 billion (up by 43% YoY), while its operating income was close to $10.3 billion (+80% YoY). Its net income increased by 74% YoY to more than $9 billion, reaching a net profit margin of 26.9% (vs. 22.1% in FY 2020).\nSource: Qualcomm.\nQualcomm’s growth engine was the QCT segment (technologies), with revenue up by 64% YoY, while the licensing segment (QTL) reported 26% YoY revenue growth. In the QTL segment, Qualcomm’s growth was broad based, with radio filters and IoT being particularly strong.\nSource: Qualcomm.\nDespite the company’s diversification strategy, Qualcomm is still heavily exposed to the mobile market (handsets) which represented some 62% of its QTL revenues. However, this weight is expected to gradually decrease over the next few years, as other segments such as IoT should have higher growth rates over the medium to long term, given that handsets have benefitted cyclically from the rapid shift to 5G phones over the past year.\nI see these results as quite good and above my own expectations, with the company being able to report annual revenues in excess of $10 billion for RF, auto and IoT together, a great milestone for Qualcomm and more than doubled compared to FY 2019.\nThis clearly shows that Qualcomm’s diversification strategy is progressing well and execution has been positive, which increases confidence on future growth targets. Beyond that, the current chip shortage is also impacting Qualcomm’s business, like for everyone else in the industry, making its recent growth even more impressive.\nRegarding its shareholder remuneration policy, during the last fiscal year, Qualcomm has made close to $3.4 billion in stock repurchases and distributed dividends of $3 billion. Thus, its total capital return to shareholders amounted to $6.4 billion, which represented more than 70% of its bottom-line. However, its dividend yield is only about 1.5%, thus I see Qualcomm mainly as a ‘growth’ play, while income is not high enough to be a reason to buy Qualcomm’s shares.\nQualcomm’s outlook for the next quarter is also positive, with the company expecting more than $10 billion in revenues and diluted EPS in the range $2.53-2.73. Even though Qualcomm’s business has some seasonality, Q1 is usually a stronger quarter, this outlook implies annual revenues close to $40 billion, or up by 19% compared to the previous FY.\nThis is in-line with current street expectations, given that the current consensus is for FY 2022 revenues of $39.5 billion, showing that Qualcomm’s recent growth is not temporary.\nOn the other hand, as I’ve highlighted as a potential risk in my previous analysis, there were additional rumors recently thatApple(AAPL) will use its own 5G modem chip in 2023, instead of using Qualcomm’s chips. It is difficult to quantify how much revenue will Qualcomm lose from this, but certainly will be material and is a potential headwind for revenue and earnings growth in the medium term that investors should be aware of.\nNevertheless, the company has recently shown in its investor day that its business is well exposed to some secular growth trends, such as IoT or car and industrial connectivity powered by 5G. This bodes well for its growth prospects over the next few years, and also to smooth the impact of losing some business from Apple.\nInvestor Day\nAs I’ve discussed previously on Qualcomm, the company is well-positioned to benefit from secular growth trends of 5G and IoT, considering that it has adapted its product portfolio quite well in recent years for the expected higher demand for these wireless technologies over the next few years, beyond the mobile industry.\nIts growth strategy has been to diversify its product offering so that it can offer solutions and products for more industries and different type of customers, namely in the automotive or the industrial sectors, increasing Qualcomm’s total addressable market and higher long-term growth prospects than relying too much on the mobile industry.\nThe company has several technologies for mobile and connectivity that have great growth prospects due to the ongoing digital transformation, which is not expected to slow down in the future. Indeed, in its recent investor day, Qualcomm said that its total addressable market is expected to expand significantly over the next decade, from about $100 billion currently to some $700 billion by 2030. This is justified by the rising number of devices that are expected to be connected to the internet, generating a vast amount of data, being a strong tailwind for the company’s growth ahead.\nSource: Qualcomm.\nQualcomm also discussed again its technologies spanning several end-markets beyond handsets, with IoT, automotive or virtual reality devices being, in my opinion, segments that are still relatively small for the company and have great growth prospects to become a sizable part of Qualcomm’s business in the next few years. For instance, Qualcomm targets annual revenues from IoT of around $9 billion by FY 2024, compared to $5 billion last year, while in Automotive it expects to grow from annual revenues of $1 billion last year to around $3.5 billion in five years.\nSource: Qualcomm.\nIn the mobile segment, Qualcomm also sees good long-term growth prospects due to 5G, with 5G handsets expected to gradually increase the weight in total shipments to about 85% by fiscal year 2024 and double from the total shipments delivered in the last year.\nSource: Qualcomm.\nRegarding its capital structure and shareholder remuneration policy, Qualcomm intends to maintain its policy of distributing a large part of its free cash flow to shareholders, both through a growing dividend and opportunistic share buybacks. As the company’s financial leverage is strong, measured by its net debt-to-EBITDA ratio below 0.5x at the end of FY 2021, it doesn’t need to retain much cash so I expect Qualcomm to distribute close to 100% of its free cash flow to shareholders over the next few years.\nHowever, this could change if the company pursues acquisitions, especially if it performs a large acquisition financed mainly by debt. That would increase the company’s financial leverage and, most likely, its strategy would then change towards reducing leverage in subsequent years until it reaches again a strong balance sheet as it has today.\nEstimates & Valuation\nRegarding medium-term estimates, Qualcomm’s revenues are expected to grow at about 7.3% per year, over the next four years, slowing down significantly compared to FY 2021. I think these are conservative estimates and there is upside potential for upward revisions over the coming months if operating momentum remains strong.\nFor the fiscal year 2025, revenues are expected to be about $44 billion, which seems too much low considering that for FY 2022 revenues are expected to be around $40 billion. I’m more bullish than current consensus and see revenues of around $50 billion by FY 2025, expecting annual revenue growth of around 7-8% per year between FY 2023 and 2025, which I think is still quite conservative.\nIts bottom-line is expected to increase to more than $14 billion in FY 2025 in my estimates, slightly above consensus because I’m expecting higher revenues, which implies an EPS of around $12 by FY 2025.\nRegarding valuation, my approach is to look into the next few years of revenues and earnings rather than just focus on this year or the next, to see if the stock has upside potential over a time frame of two to four years. Therefore, I use FY 2025 estimates to see if Qualcomm’s stock has upside potential over the medium term or not.\nBased on Qualcomm’s EPS estimate of $12 by FY 2025 and its historical valuation multiple over the past couple of years regarding its blended forward earnings (next 12 months) of 17.3x, my price target for Qualcomm by September 2024 is $207 per share.\nThis means that Qualcomm’s upside potential, based on these assumptions, is about 15% over the next three years, which is not impressive and show that a good part of its growth in the medium term is already reflected in its share price.\nNote that over the past two years Qualcomm’s forward earnings multiple has been somewhat volatile, trading between 13-22x forward earnings. When I wrote my previous article on Qualcomm, its shares were trading at the bottom of this range and the stock was clearly a buy, while now is trading close to its historical value. This means that there is more upside potential over the medium term, as Qualcomm is clearly well-positioned to benefit from 5G, IoT, and industrial and automotive connectivity, thus a re-rating to higher multiples is possible in the next couple of years.\nSource: Bloomberg.\nBottom Line\nQualcomm’s operating momentum has improved markedly in recent quarters and growth prospects are good in the coming years, as the company’s product diversification strategy is making good progress and is expected to support growth in coming years.\nHowever, its stock has rapidly incorporated improved fundamentals with the company’s recent earnings and investor day, and now upside potential is more limited than it was a couple of months ago. Investors who are exposed to Qualcomm should ‘hold’ and buy more during potential pullbacks in the future.","news_type":1,"symbols_score_info":{"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874445470,"gmtCreate":1637816593801,"gmtModify":1637816624576,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874445470","repostId":"1199146625","repostType":4,"repost":{"id":"1199146625","kind":"news","pubTimestamp":1637812709,"share":"https://www.laohu8.com/m/news/1199146625?lang=zh_CN&edition=full","pubTime":"2021-11-25 11:58","market":"us","language":"en","title":"GAME Stock: 6 Reasons Why Engine Gaming and Media Investors Are Feeling Thankful Today<blockquote>游戏股票：引擎游戏和媒体投资者今天感到感激的6个原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199146625","media":"InvestorPlace","summary":"Engine Gaming and Media(NASDAQ:GAME) stock is on the move today as investors celebrate positive fisc","content":"<p><div> Engine Gaming and Media(NASDAQ:GAME) stock is on the move today as investors celebrate positive fiscal Q4 2021 results. Let’s dive into that news belowto see why holders of GAME stock are smiling ...</p><p><blockquote><div>随着投资者庆祝2021年第四季度的积极业绩，Engine Gaming and Media（纳斯达克股票代码：GAME）股票今天上涨。让我们深入了解下面的新闻，看看为什么游戏股票的持有者在微笑……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/11/game-stock-6-reasons-why-engine-gaming-and-media-investors-are-feeling-thankful-today/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/game-stock-6-reasons-why-engine-gaming-and-media-investors-are-feeling-thankful-today/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GAME Stock: 6 Reasons Why Engine Gaming and Media Investors Are Feeling Thankful Today<blockquote>游戏股票：引擎游戏和媒体投资者今天感到感激的6个原因</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGAME Stock: 6 Reasons Why Engine Gaming and Media Investors Are Feeling Thankful Today<blockquote>游戏股票：引擎游戏和媒体投资者今天感到感激的6个原因</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-11-25 11:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Engine Gaming and Media(NASDAQ:GAME) stock is on the move today as investors celebrate positive fiscal Q4 2021 results. Let’s dive into that news belowto see why holders of GAME stock are smiling ...</p><p><blockquote><div>随着投资者庆祝2021年第四季度的积极业绩，Engine Gaming and Media（纳斯达克股票代码：GAME）股票今天上涨。让我们深入了解下面的新闻，看看为什么游戏股票的持有者在微笑……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/11/game-stock-6-reasons-why-engine-gaming-and-media-investors-are-feeling-thankful-today/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/game-stock-6-reasons-why-engine-gaming-and-media-investors-are-feeling-thankful-today/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/11/game-stock-6-reasons-why-engine-gaming-and-media-investors-are-feeling-thankful-today/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GAME":"GameSquare"},"source_url":"https://investorplace.com/2021/11/game-stock-6-reasons-why-engine-gaming-and-media-investors-are-feeling-thankful-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199146625","content_text":"Engine Gaming and Media(NASDAQ:GAME) stock is on the move today as investors celebrate positive fiscal Q4 2021 results.\nLet’s dive into that news belowto see why holders of GAME stock are smiling today.\n\nLet’s start with the company’s revenue in fiscal Q4, which came in at $11.8 million.\nThat’s good news as it beats out Wall Street’s estimate of $10.8 million for the quarter.\nIt’s also a nice boost over the $7 million reported in the same period of the year prior.\nFiscal 2021 revenue also came in at $37.2 million.\nThat’s another win for GAME stock over analysts’ estimate of $36.26 million.\nIt also represents a 253% increase from the $10.5 million reported for fiscal 2020.\n\nTom Rogers, executive chairman of Engine Gaming and Media, said this in the earnings report.\n\n “As younger demographics increasingly desert traditional media in favor of seeking social experiences in the gaming space – whether participating as a player or as a viewer of competitions – and are increasingly influenced in their marketing decisions by social content creators – we are investing to make our social experiences more robust and more unique for our users, while making our ability to execute social marketing and ad campaigns more effective and efficient for our industry clients.”\n\nGAME stock is experiencing heavy trading today following its earnings report. As of this writing, more than 12 million shares of the stock have changed hands. That’s a massive jump compared to the company’s daily average trading volume of about 202,000 shares.\nGAME stock is up 18.2% as of Wednesday morning.","news_type":1,"symbols_score_info":{"GAME":0.9}},"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874908677,"gmtCreate":1637717015030,"gmtModify":1637717015779,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/874908677","repostId":"2185336565","repostType":4,"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":896977060,"gmtCreate":1628554123050,"gmtModify":1633746259903,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/896977060","repostId":"1142685473","repostType":4,"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107240634,"gmtCreate":1620517179228,"gmtModify":1634198366587,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Please help to like and share&nbsp;","listText":"Please help to like and share&nbsp;","text":"Please help to like and share","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/107240634","repostId":"1106882084","repostType":4,"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":861496100,"gmtCreate":1632529491000,"gmtModify":1632711926135,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/861496100","repostId":"2170611891","repostType":4,"repost":{"id":"2170611891","kind":"highlight","weMediaInfo":{"introduction":"新型财经科技信息服务提供商，专注TMT。技术改变商业，商业改变世界，我们纪录这个过程，并聚集这些改变世界的人。","home_visible":1,"media_name":"TMTPost","id":"1065587721","head_image":"https://static.tigerbbs.com/72948639b39fd795a430fcaa2772851c"},"pubTimestamp":1632526620,"share":"https://www.laohu8.com/m/news/2170611891?lang=zh_CN&edition=full","pubTime":"2021-09-25 07:37","market":"hk","language":"en","title":"China Declares Cryptocurrency-Related Activities Illegal<blockquote>中国宣布加密货币相关活动为非法</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2170611891","media":"TMTPost","summary":"BEIJING, September 23 (TMTPOST) — The People's Bank of China, the country’s central bank, has releas","content":"<p>BEIJING, September 23 (TMTPOST) — The People's Bank of China, the country’s central bank, has released the Notice on Further Regulating and Preventing Risks Posed by Cryptocurrency Transactions, which stresses that cryptocurrency-related activities are illegal financial activities.</p><p><blockquote>北京9月23日电（钛媒体）——中国央行中国人民银行发布《关于进一步规范和防范加密货币交易风险的通知》，强调加密货币相关活动属于非法金融活动。</blockquote></p><p> According to the notice, cryptocurrency does not enjoy the legal status that fiat money has. Cryptocurrencies are decentralized digital money based on blockchain technology. They are not issued by the authority and therefore do not enjoy the legal recognition that fiat money has. Cryptocurrencies should not be used as money in the market and enter circulation. Financial activities that involve cryptocurrencies are all illegal activities, the central bank stated in the notice. Financial services that facilitate the exchange between cryptocurrency and fiat money, exchange of information on cryptocurrency trading, pricing of cryptocurrency, trading of cryptocurrency derivatives, and financing through cryptocurrency are forbidden and considered illegal. Criminal liabilities can be imposed if relevant violations constitute a criminal offense.</p><p><blockquote>根据通知，加密货币不享有法定货币所具有的法律地位。加密货币是基于区块链技术的去中心化数字货币。它们不是由当局发行的，因此不享有法定货币所享有的法律承认。加密货币不应作为货币在市场上使用，进入流通。央行在通知中表示，涉及加密货币的金融活动都是非法活动。促进加密货币和法定货币之间交换、加密货币交易信息交换、加密货币定价、加密货币衍生品交易以及通过加密货币融资的金融服务是被禁止的，并被视为非法。相关违法行为构成刑事犯罪的，可以追究刑事责任。</blockquote></p><p> The notice also states that it is also considered an illegal financial activity for overseas cryptocurrency exchange organizations to provide exchange services through the Internet for residents within China. Employees of such overseas exchange organizations who knowingly engage in cryptocurrency services and provide services on the marketing of cryptocurrency, payment, and technical support are punishable by law.</p><p><blockquote>通知还称，境外加密货币兑换机构通过互联网为中国境内居民提供兑换服务，也属于非法金融活动。此类境外交易所机构的员工明知从事加密货币服务，提供加密货币营销、支付、技术支持等服务的，将受到法律处罚。</blockquote></p><p> The notice calls for more efforts in establishing a working mechanism in response to cryptocurrency trading as well. The notice states that it is important to establish coordination between government departments, and between the central government and local governments to monitor cryptocurrency activities.</p><p><blockquote>通知评级在建立应对加密货币交易的工作机制方面也做出了更多努力。该通知指出，在政府部门之间以及中央政府和地方政府之间建立协调以监控加密货币活动非常重要。</blockquote></p><p> In addition, a risk forecast on cryptocurrency trading should be built, according to the notice. The central bank and the Cyberspace Administration of China should optimize their monitoring technology that targets cryptocurrency activities. Financial institutions and non-bank payment organizations should also enhance their efforts in monitoring cryptocurrency activities.</p><p><blockquote>此外，根据通知，应建立加密货币交易风险预测。央行和国家互联网信息办公室应优化其针对加密货币活动的监控技术。金融机构和非银行支付组织也应加大对加密货币活动的监控力度。</blockquote></p><p> Lastly, the notice calls for the development of a multi-level mechanism to prevent cryptocurrency trading and enforce relevant laws and regulations. The multi-level mechanism should involve financial management departments, telecom departments, law enforcement, and market regulators, etc.</p><p><blockquote>最后，通知评级制定多层次机制，防止加密货币交易并执行相关法律法规。多层次的机制应涉及金融管理部门、电信部门、执法部门、市场监管机构等。</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>China Declares Cryptocurrency-Related Activities Illegal<blockquote>中国宣布加密货币相关活动为非法</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\">\nChina Declares Cryptocurrency-Related Activities Illegal<blockquote>中国宣布加密货币相关活动为非法</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1065587721\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/72948639b39fd795a430fcaa2772851c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TMTPost </p>\n<p class=\"h-time smaller\">2021-09-25 07:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>BEIJING, September 23 (TMTPOST) — The People's Bank of China, the country’s central bank, has released the Notice on Further Regulating and Preventing Risks Posed by Cryptocurrency Transactions, which stresses that cryptocurrency-related activities are illegal financial activities.</p><p><blockquote>北京9月23日电（钛媒体）——中国央行中国人民银行发布《关于进一步规范和防范加密货币交易风险的通知》，强调加密货币相关活动属于非法金融活动。</blockquote></p><p> According to the notice, cryptocurrency does not enjoy the legal status that fiat money has. Cryptocurrencies are decentralized digital money based on blockchain technology. They are not issued by the authority and therefore do not enjoy the legal recognition that fiat money has. Cryptocurrencies should not be used as money in the market and enter circulation. Financial activities that involve cryptocurrencies are all illegal activities, the central bank stated in the notice. Financial services that facilitate the exchange between cryptocurrency and fiat money, exchange of information on cryptocurrency trading, pricing of cryptocurrency, trading of cryptocurrency derivatives, and financing through cryptocurrency are forbidden and considered illegal. Criminal liabilities can be imposed if relevant violations constitute a criminal offense.</p><p><blockquote>根据通知，加密货币不享有法定货币所具有的法律地位。加密货币是基于区块链技术的去中心化数字货币。它们不是由当局发行的，因此不享有法定货币所享有的法律承认。加密货币不应作为货币在市场上使用，进入流通。央行在通知中表示，涉及加密货币的金融活动都是非法活动。促进加密货币和法定货币之间交换、加密货币交易信息交换、加密货币定价、加密货币衍生品交易以及通过加密货币融资的金融服务是被禁止的，并被视为非法。相关违法行为构成刑事犯罪的，可以追究刑事责任。</blockquote></p><p> The notice also states that it is also considered an illegal financial activity for overseas cryptocurrency exchange organizations to provide exchange services through the Internet for residents within China. Employees of such overseas exchange organizations who knowingly engage in cryptocurrency services and provide services on the marketing of cryptocurrency, payment, and technical support are punishable by law.</p><p><blockquote>通知还称，境外加密货币兑换机构通过互联网为中国境内居民提供兑换服务，也属于非法金融活动。此类境外交易所机构的员工明知从事加密货币服务，提供加密货币营销、支付、技术支持等服务的，将受到法律处罚。</blockquote></p><p> The notice calls for more efforts in establishing a working mechanism in response to cryptocurrency trading as well. The notice states that it is important to establish coordination between government departments, and between the central government and local governments to monitor cryptocurrency activities.</p><p><blockquote>通知评级在建立应对加密货币交易的工作机制方面也做出了更多努力。该通知指出，在政府部门之间以及中央政府和地方政府之间建立协调以监控加密货币活动非常重要。</blockquote></p><p> In addition, a risk forecast on cryptocurrency trading should be built, according to the notice. The central bank and the Cyberspace Administration of China should optimize their monitoring technology that targets cryptocurrency activities. Financial institutions and non-bank payment organizations should also enhance their efforts in monitoring cryptocurrency activities.</p><p><blockquote>此外，根据通知，应建立加密货币交易风险预测。央行和国家互联网信息办公室应优化其针对加密货币活动的监控技术。金融机构和非银行支付组织也应加大对加密货币活动的监控力度。</blockquote></p><p> Lastly, the notice calls for the development of a multi-level mechanism to prevent cryptocurrency trading and enforce relevant laws and regulations. The multi-level mechanism should involve financial management departments, telecom departments, law enforcement, and market regulators, etc.</p><p><blockquote>最后，通知评级制定多层次机制，防止加密货币交易并执行相关法律法规。多层次的机制应涉及金融管理部门、电信部门、执法部门、市场监管机构等。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAAS":"中汽系统"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170611891","content_text":"BEIJING, September 23 (TMTPOST) — The People's Bank of China, the country’s central bank, has released the Notice on Further Regulating and Preventing Risks Posed by Cryptocurrency Transactions, which stresses that cryptocurrency-related activities are illegal financial activities.\nAccording to the notice, cryptocurrency does not enjoy the legal status that fiat money has. Cryptocurrencies are decentralized digital money based on blockchain technology. They are not issued by the authority and therefore do not enjoy the legal recognition that fiat money has. Cryptocurrencies should not be used as money in the market and enter circulation. Financial activities that involve cryptocurrencies are all illegal activities, the central bank stated in the notice. Financial services that facilitate the exchange between cryptocurrency and fiat money, exchange of information on cryptocurrency trading, pricing of cryptocurrency, trading of cryptocurrency derivatives, and financing through cryptocurrency are forbidden and considered illegal. Criminal liabilities can be imposed if relevant violations constitute a criminal offense.\nThe notice also states that it is also considered an illegal financial activity for overseas cryptocurrency exchange organizations to provide exchange services through the Internet for residents within China. Employees of such overseas exchange organizations who knowingly engage in cryptocurrency services and provide services on the marketing of cryptocurrency, payment, and technical support are punishable by law.\nThe notice calls for more efforts in establishing a working mechanism in response to cryptocurrency trading as well. The notice states that it is important to establish coordination between government departments, and between the central government and local governments to monitor cryptocurrency activities.\nIn addition, a risk forecast on cryptocurrency trading should be built, according to the notice. The central bank and the Cyberspace Administration of China should optimize their monitoring technology that targets cryptocurrency activities. Financial institutions and non-bank payment organizations should also enhance their efforts in monitoring cryptocurrency activities.\nLastly, the notice calls for the development of a multi-level mechanism to prevent cryptocurrency trading and enforce relevant laws and regulations. The multi-level mechanism should involve financial management departments, telecom departments, law enforcement, and market regulators, etc.","news_type":1,"symbols_score_info":{"CAAS":0.9}},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346545778,"gmtCreate":1618095030494,"gmtModify":1634294966789,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Please help like and comment&nbsp;","listText":"Please help like and comment&nbsp;","text":"Please help like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/346545778","repostId":"1142324412","repostType":4,"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":846148454,"gmtCreate":1636069952742,"gmtModify":1636069955452,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/846148454","repostId":"1128227989","repostType":4,"repost":{"id":"1128227989","kind":"news","pubTimestamp":1636067303,"share":"https://www.laohu8.com/m/news/1128227989?lang=zh_CN&edition=full","pubTime":"2021-11-05 07:08","market":"us","language":"en","title":"S&P 500, Nasdaq extend record streaks, with boost from chip, growth shares<blockquote>在芯片和成长股的推动下，标普500和纳斯达克延续了创纪录的连胜纪录</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128227989","media":"Reuters","summary":" - The S&P 500 and Nasdaq rose on Thursday, extending their streaks of record high closes to six sessions, as chipmaker stocks surged following Qualcomm’s strong financial forecast and investors digested the Federal Reserve’s decision to start reducing its monthly bond purchases.The Dow Jones Industrial Average posted a slim loss, ending its streak of record closes at four. Declines in shares of banks JPMorgan Chase & Co and Goldman Sachs Group weighed on the blue-chip index.Financials dropped 1","content":"<p>(Reuters) - The S&amp;P 500 and Nasdaq rose on Thursday, extending their streaks of record high closes to six sessions, as chipmaker stocks surged following Qualcomm’s strong financial forecast and investors digested the Federal Reserve’s decision to start reducing its monthly bond purchases.</p><p><blockquote>（路透社）-标普500和纳斯达克周四上涨，将收盘纪录高位连涨至六个交易日，因高通强劲的财务预测以及投资者消化了美联储开始减少月度债券购买的决定后，芯片制造商股市飙升。</blockquote></p><p> The Dow Jones Industrial Average posted a slim loss, ending its streak of record closes at four. Declines in shares of banks JPMorgan Chase &amp; Co and Goldman Sachs Group weighed on the blue-chip index.</p><p><blockquote>道琼斯工业平均指数小幅下跌，结束了四点收盘的纪录。摩根大通和高盛集团银行股的下跌打压了蓝筹股指数。</blockquote></p><p> Financials dropped 1.3%, most among S&amp;P 500 sectors, as U.S. Treasury yields fell, with the market unwinding expectations of quicker Fed rate hikes a day after the central bank signaled it was in no hurry to do so.</p><p><blockquote>金融股下跌1.3%，其中大部分是标普500板块，因美国国债收益率下跌，在美联储表示不急于加息的第二天，市场解除了对美联储更快加息的预期。</blockquote></p><p> “The growth side of the market is seeing more positive results today as they are benefiting from the falling yields that are developing,” said Matthew Miskin, co-chief investment strategist at John Hancock Investment Management.</p><p><blockquote>John Hancock Investment Management联席首席投资策略师马修·米斯金(Matthew Miskin)表示：“市场的增长方今天看到了更积极的结果，因为它们受益于收益率的下降。”</blockquote></p><p> “The market had been positioning for higher yields in general given the Fed announcement of tapering. As we walked in today, there has been a reversal in that.”</p><p><blockquote>“鉴于美联储宣布缩减规模，市场总体上一直在为更高的收益率做准备。当我们今天走进来时，这种情况已经发生了逆转。”</blockquote></p><p> The Dow Jones Industrial Average fell 33.35 points, or 0.09%, to 36,124.23, the S&amp;P 500 gained 19.49 points, or 0.42%, to 4,680.06 and the Nasdaq Composite added 128.72 points, or 0.81%, to 15,940.31.</p><p><blockquote>道琼斯工业平均指数下跌33.35点，跌幅0.09%，至36,124.23点；标普500上涨19.49点，跌幅0.42%，至4,680.06点；纳斯达克综合指数上涨128.72点，跌幅0.81%，至15,940.31点。</blockquote></p><p> The S&amp;P 500 growth index rose 1.2% while the S&amp;P 500 value index fell 0.5%.</p><p><blockquote>标普500增长指数上涨1.2%，标普500价值指数下跌0.5%。</blockquote></p><p> Among S&amp;P 500 sectors, tech and consumer discretionary led the way, both rising about 1.5%.</p><p><blockquote>标普500板块中，科技和非必需消费品领涨，均上涨约1.5%。</blockquote></p><p> Qualcomm shares jumped 12.7% as the company forecast better-than-expected profits and revenue for its current quarter on soaring demand for chips used in phones, cars and other internet-connected devices.</p><p><blockquote>高通股价上涨12.7%，该公司预测本季度利润和收入好于预期，原因是手机、汽车和其他互联网连接设备所用芯片的需求飙升。</blockquote></p><p> The Philadelphia SE Semiconductor index climbed 3.5%, with Nvidia soaring 12%.</p><p><blockquote>费城SE半导体指数上涨3.5%，英伟达飙升12%。</blockquote></p><p> Better-than-expected third-quarter earnings have helped lift sentiment for equities. With about 420 companies having reported, S&amp;P 500 earnings are expected to have climbed 41.2% in the third quarter from a year earlier, according to Refinitiv IBES.</p><p><blockquote>好于预期的第三季度收益有助于提振股市情绪。根据Refinitiv IBES的数据，约有420家公司发布了财报，预计标普500第三季度盈利将同比增长41.2%。</blockquote></p><p> “The corporate earnings story remains quite bright,” said Craig Fehr, investment strategist at Edward Jones.</p><p><blockquote>爱德华·琼斯投资策略师克雷格·费尔表示：“企业盈利情况仍然相当光明。”</blockquote></p><p> “The market is rewarding companies that are beating and upping their outlook, and the market is punishing companies that are missing their estimates in the quarter and more importantly, perhaps, signaling a more sour outlook.”</p><p><blockquote>“市场正在奖励那些超出预期并上调前景的公司，而市场正在惩罚那些本季度未达到预期的公司，也许更重要的是，这预示着前景更加糟糕。”</blockquote></p><p> Moderna shares tumbled about 18% as the company slashed the 2021 sales forecast for its COVID-19 vaccine by as much as $5 billion, grappling to fill vials and distribute them to meet unprecedented world demand. Moderna shares weighed on the S&amp;P 500 healthcare sector, which fell 0.8%.</p><p><blockquote>Moderna股价暴跌约18%，该公司将其COVID-19疫苗2021年的销售预测削减了多达50亿美元，并努力灌装和分销小瓶，以满足前所未有的全球需求。Moderna股价拖累标普500医疗保健板块，该板块下跌0.8%。</blockquote></p><p> Data showed the number of Americans filing new claims for unemployment benefits fell to the lowest level in nearly 20 months last week, suggesting the economy was regaining momentum. Investors will get a critical view of the economy with the monthly jobs report on Friday.</p><p><blockquote>数据显示，上周美国新申请失业救济人数降至近20个月来的最低水平，表明经济正在恢复动力。投资者将从周五的月度就业报告中获得对经济的批判性看法。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.24-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.12比1；在纳斯达克，1.24比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 75 new 52-week highs and five new lows; the Nasdaq Composite recorded 224 new highs and 38 new lows.</p><p><blockquote>标普500创下75个52周新高和5个新低；纳斯达克综合指数录得224个新高和38个新低。</blockquote></p><p> About 11.3 billion shares changed hands in U.S. exchanges, above the 10.4 billion daily average over the last 20 sessions.</p><p><blockquote>美国交易所约有113亿股易手，高于过去20个交易日104亿股的日均水平。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500, Nasdaq extend record streaks, with boost from chip, growth shares<blockquote>在芯片和成长股的推动下，标普500和纳斯达克延续了创纪录的连胜纪录</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500, Nasdaq extend record streaks, with boost from chip, growth shares<blockquote>在芯片和成长股的推动下，标普500和纳斯达克延续了创纪录的连胜纪录</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-05 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - The S&amp;P 500 and Nasdaq rose on Thursday, extending their streaks of record high closes to six sessions, as chipmaker stocks surged following Qualcomm’s strong financial forecast and investors digested the Federal Reserve’s decision to start reducing its monthly bond purchases.</p><p><blockquote>（路透社）-标普500和纳斯达克周四上涨，将收盘纪录高位连涨至六个交易日，因高通强劲的财务预测以及投资者消化了美联储开始减少月度债券购买的决定后，芯片制造商股市飙升。</blockquote></p><p> The Dow Jones Industrial Average posted a slim loss, ending its streak of record closes at four. Declines in shares of banks JPMorgan Chase &amp; Co and Goldman Sachs Group weighed on the blue-chip index.</p><p><blockquote>道琼斯工业平均指数小幅下跌，结束了四点收盘的纪录。摩根大通和高盛集团银行股的下跌打压了蓝筹股指数。</blockquote></p><p> Financials dropped 1.3%, most among S&amp;P 500 sectors, as U.S. Treasury yields fell, with the market unwinding expectations of quicker Fed rate hikes a day after the central bank signaled it was in no hurry to do so.</p><p><blockquote>金融股下跌1.3%，其中大部分是标普500板块，因美国国债收益率下跌，在美联储表示不急于加息的第二天，市场解除了对美联储更快加息的预期。</blockquote></p><p> “The growth side of the market is seeing more positive results today as they are benefiting from the falling yields that are developing,” said Matthew Miskin, co-chief investment strategist at John Hancock Investment Management.</p><p><blockquote>John Hancock Investment Management联席首席投资策略师马修·米斯金(Matthew Miskin)表示：“市场的增长方今天看到了更积极的结果，因为它们受益于收益率的下降。”</blockquote></p><p> “The market had been positioning for higher yields in general given the Fed announcement of tapering. As we walked in today, there has been a reversal in that.”</p><p><blockquote>“鉴于美联储宣布缩减规模，市场总体上一直在为更高的收益率做准备。当我们今天走进来时，这种情况已经发生了逆转。”</blockquote></p><p> The Dow Jones Industrial Average fell 33.35 points, or 0.09%, to 36,124.23, the S&amp;P 500 gained 19.49 points, or 0.42%, to 4,680.06 and the Nasdaq Composite added 128.72 points, or 0.81%, to 15,940.31.</p><p><blockquote>道琼斯工业平均指数下跌33.35点，跌幅0.09%，至36,124.23点；标普500上涨19.49点，跌幅0.42%，至4,680.06点；纳斯达克综合指数上涨128.72点，跌幅0.81%，至15,940.31点。</blockquote></p><p> The S&amp;P 500 growth index rose 1.2% while the S&amp;P 500 value index fell 0.5%.</p><p><blockquote>标普500增长指数上涨1.2%，标普500价值指数下跌0.5%。</blockquote></p><p> Among S&amp;P 500 sectors, tech and consumer discretionary led the way, both rising about 1.5%.</p><p><blockquote>标普500板块中，科技和非必需消费品领涨，均上涨约1.5%。</blockquote></p><p> Qualcomm shares jumped 12.7% as the company forecast better-than-expected profits and revenue for its current quarter on soaring demand for chips used in phones, cars and other internet-connected devices.</p><p><blockquote>高通股价上涨12.7%，该公司预测本季度利润和收入好于预期，原因是手机、汽车和其他互联网连接设备所用芯片的需求飙升。</blockquote></p><p> The Philadelphia SE Semiconductor index climbed 3.5%, with Nvidia soaring 12%.</p><p><blockquote>费城SE半导体指数上涨3.5%，英伟达飙升12%。</blockquote></p><p> Better-than-expected third-quarter earnings have helped lift sentiment for equities. With about 420 companies having reported, S&amp;P 500 earnings are expected to have climbed 41.2% in the third quarter from a year earlier, according to Refinitiv IBES.</p><p><blockquote>好于预期的第三季度收益有助于提振股市情绪。根据Refinitiv IBES的数据，约有420家公司发布了财报，预计标普500第三季度盈利将同比增长41.2%。</blockquote></p><p> “The corporate earnings story remains quite bright,” said Craig Fehr, investment strategist at Edward Jones.</p><p><blockquote>爱德华·琼斯投资策略师克雷格·费尔表示：“企业盈利情况仍然相当光明。”</blockquote></p><p> “The market is rewarding companies that are beating and upping their outlook, and the market is punishing companies that are missing their estimates in the quarter and more importantly, perhaps, signaling a more sour outlook.”</p><p><blockquote>“市场正在奖励那些超出预期并上调前景的公司，而市场正在惩罚那些本季度未达到预期的公司，也许更重要的是，这预示着前景更加糟糕。”</blockquote></p><p> Moderna shares tumbled about 18% as the company slashed the 2021 sales forecast for its COVID-19 vaccine by as much as $5 billion, grappling to fill vials and distribute them to meet unprecedented world demand. Moderna shares weighed on the S&amp;P 500 healthcare sector, which fell 0.8%.</p><p><blockquote>Moderna股价暴跌约18%，该公司将其COVID-19疫苗2021年的销售预测削减了多达50亿美元，并努力灌装和分销小瓶，以满足前所未有的全球需求。Moderna股价拖累标普500医疗保健板块，该板块下跌0.8%。</blockquote></p><p> Data showed the number of Americans filing new claims for unemployment benefits fell to the lowest level in nearly 20 months last week, suggesting the economy was regaining momentum. Investors will get a critical view of the economy with the monthly jobs report on Friday.</p><p><blockquote>数据显示，上周美国新申请失业救济人数降至近20个月来的最低水平，表明经济正在恢复动力。投资者将从周五的月度就业报告中获得对经济的批判性看法。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.24-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.12比1；在纳斯达克，1.24比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 75 new 52-week highs and five new lows; the Nasdaq Composite recorded 224 new highs and 38 new lows.</p><p><blockquote>标普500创下75个52周新高和5个新低；纳斯达克综合指数录得224个新高和38个新低。</blockquote></p><p> About 11.3 billion shares changed hands in U.S. exchanges, above the 10.4 billion daily average over the last 20 sessions.</p><p><blockquote>美国交易所约有113亿股易手，高于过去20个交易日104亿股的日均水平。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-nasdaq-extend-record-streaks-with-boost-from-chip-growth-shares-idUSL1N2RV2T0\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","SH":"做空标普500-Proshares",".IXIC":"NASDAQ Composite","SSO":"2倍做多标普500ETF-ProShares","OEX":"标普100",".DJI":"道琼斯","SDS":"两倍做空标普500 ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","OEF":"标普100指数ETF-iShares"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-nasdaq-extend-record-streaks-with-boost-from-chip-growth-shares-idUSL1N2RV2T0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128227989","content_text":"(Reuters) - The S&P 500 and Nasdaq rose on Thursday, extending their streaks of record high closes to six sessions, as chipmaker stocks surged following Qualcomm’s strong financial forecast and investors digested the Federal Reserve’s decision to start reducing its monthly bond purchases.\nThe Dow Jones Industrial Average posted a slim loss, ending its streak of record closes at four. Declines in shares of banks JPMorgan Chase & Co and Goldman Sachs Group weighed on the blue-chip index.\nFinancials dropped 1.3%, most among S&P 500 sectors, as U.S. Treasury yields fell, with the market unwinding expectations of quicker Fed rate hikes a day after the central bank signaled it was in no hurry to do so.\n“The growth side of the market is seeing more positive results today as they are benefiting from the falling yields that are developing,” said Matthew Miskin, co-chief investment strategist at John Hancock Investment Management.\n“The market had been positioning for higher yields in general given the Fed announcement of tapering. As we walked in today, there has been a reversal in that.”\nThe Dow Jones Industrial Average fell 33.35 points, or 0.09%, to 36,124.23, the S&P 500 gained 19.49 points, or 0.42%, to 4,680.06 and the Nasdaq Composite added 128.72 points, or 0.81%, to 15,940.31.\nThe S&P 500 growth index rose 1.2% while the S&P 500 value index fell 0.5%.\nAmong S&P 500 sectors, tech and consumer discretionary led the way, both rising about 1.5%.\nQualcomm shares jumped 12.7% as the company forecast better-than-expected profits and revenue for its current quarter on soaring demand for chips used in phones, cars and other internet-connected devices.\nThe Philadelphia SE Semiconductor index climbed 3.5%, with Nvidia soaring 12%.\nBetter-than-expected third-quarter earnings have helped lift sentiment for equities. With about 420 companies having reported, S&P 500 earnings are expected to have climbed 41.2% in the third quarter from a year earlier, according to Refinitiv IBES.\n“The corporate earnings story remains quite bright,” said Craig Fehr, investment strategist at Edward Jones.\n“The market is rewarding companies that are beating and upping their outlook, and the market is punishing companies that are missing their estimates in the quarter and more importantly, perhaps, signaling a more sour outlook.”\nModerna shares tumbled about 18% as the company slashed the 2021 sales forecast for its COVID-19 vaccine by as much as $5 billion, grappling to fill vials and distribute them to meet unprecedented world demand. Moderna shares weighed on the S&P 500 healthcare sector, which fell 0.8%.\nData showed the number of Americans filing new claims for unemployment benefits fell to the lowest level in nearly 20 months last week, suggesting the economy was regaining momentum. Investors will get a critical view of the economy with the monthly jobs report on Friday.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.24-to-1 ratio favored decliners.\nThe S&P 500 posted 75 new 52-week highs and five new lows; the Nasdaq Composite recorded 224 new highs and 38 new lows.\nAbout 11.3 billion shares changed hands in U.S. exchanges, above the 10.4 billion daily average over the last 20 sessions.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SDS":0.9,".SPX":0.9,"IVV":0.9,".DJI":0.9,"OEF":0.9,"SPXU":0.9,"UPRO":0.9,"SSO":0.9,"SH":0.9,".IXIC":0.9,"OEX":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810910346,"gmtCreate":1629938754385,"gmtModify":1631892861678,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/810910346","repostId":"1197778368","repostType":4,"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":871188384,"gmtCreate":1637036693267,"gmtModify":1637036693963,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/871188384","repostId":"2183607933","repostType":4,"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":814912868,"gmtCreate":1630741623354,"gmtModify":1631892861585,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/814912868","repostId":"1186003479","repostType":4,"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376215741,"gmtCreate":1619131661183,"gmtModify":1634288408015,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Please help to like and comment","listText":"Please help to like and comment","text":"Please help to like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/376215741","repostId":"1147263213","repostType":4,"repost":{"id":"1147263213","kind":"news","pubTimestamp":1619075516,"share":"https://www.laohu8.com/m/news/1147263213?lang=zh_CN&edition=full","pubTime":"2021-04-22 15:11","market":"us","language":"en","title":"Intel Reports Earnings Thursday. Here’s What to Know.<blockquote>英特尔周四公布财报。以下是需要了解的内容。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147263213","media":"Barrons","summary":"Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.As part of the plan, Intel said it would once again license its x86 chip designs to other companies, and create a foundry services unit that would produce chips for third parties interested in paying Intel to fabricate semiconductors.Intel didn’t issue precise new financial guidance for the first quarter, but said it exp","content":"<p>Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.</p><p><blockquote>在英特尔任命首席执行官帕特·基辛格(Pat Gelsinger)并推出200亿美元扩大制造业务的计划几周后，该公司将公布财报。</blockquote></p><p> Investors already have a solid idea of what the report, due after the close of trading on Thursday, will bring. When Gelsinger unveiled the company’s plans for the future in late March,Intel (ticker: INTC) said it expected full-year earnings of $4 a share from revenue of $76.5 billion. Including various adjustments, such as those related to Intel’s sale of its flash-memory business in 2020, EPS is likely to be $4.55, while revenue is expected to be $72 billion, the company said.</p><p><blockquote>投资者已经清楚地知道这份将于周四收盘后发布的报告将带来什么。当基辛格在3月底公布公司未来计划时，英特尔（股票代码：INTC）表示，预计全年营收为765亿美元，每股收益为4美元。该公司表示，包括各种调整，例如与英特尔在2020年出售闪存业务相关的调整，每股收益可能为4.55美元，而营收预计为720亿美元。</blockquote></p><p> As part of the plan, Intel said it would once again license its x86 chip designs to other companies, and create a foundry services unit that would produce chips for third parties interested in paying Intel to fabricate semiconductors.</p><p><blockquote>作为该计划的一部分，英特尔表示将再次将其x86芯片设计授权给其他公司，并创建一个代工服务部门，为有兴趣向英特尔支付制造半导体费用的第三方生产芯片。</blockquote></p><p> Intel didn’t issue precise new financial guidance for the first quarter, but said it expected results better than its prior forecast. Previously, Intel said it expected adjusted first-quarter earnings of $1.10 a share and revenue of $17.5 billion. The consensus forecast is for adjusted earnings of $1.15 a share from revenue of $17.74 billion.</p><p><blockquote>英特尔没有发布准确的第一季度新财务指引，但表示预计业绩好于之前的预测。此前，英特尔表示，预计第一季度调整后每股收益为1.10美元，营收为175亿美元。市场普遍预测调整后每股收益为1.15美元，营收为177.4亿美元。</blockquote></p><p> Susquehanna Financial Group analyst Christopher Rolland,who called the company’s full-year guidance “underwhelming,” said he is expecting investors to focus on Gelsinger’s long-term plans for the company, and to look for more details about Intel’s next generation chip-making technology. According to the analyst’s data sources, notebook sales were strong in the first quarter, but it is less clear what’s coming through the rest of the year.</p><p><blockquote>萨斯奎哈纳金融集团分析师克里斯托弗·罗兰称该公司的全年指引“平淡无奇”，他表示，他预计投资者将关注基辛格对该公司的长期计划，并寻找有关英特尔下一代芯片制造技术的更多细节。根据分析师的数据来源，第一季度笔记本电脑销售强劲，但不太清楚今年剩余时间会发生什么。</blockquote></p><p> Analysts predict that Intel’s client computing segment, which includes notebook sales, will report first-quarter revenue of $10.02 billion. That is the company’s largest segment, followed by the data center operation, which is expected to report revenue of $5.84 billion.</p><p><blockquote>分析师预测，包括笔记本销售在内的英特尔客户端计算部门第一季度营收将达到100.2亿美元。这是该公司最大的部门，其次是数据中心业务，预计收入为58.4亿美元。</blockquote></p><p> Despite Intel’s decision to double down on its manufacturing capabilities, BMO Capital Markets analyst Ambrish Srivastava wrote in a client note Monday that he isn’t expecting executives to offer details about its goals, and their effect on Intel’s financial performance.</p><p><blockquote>尽管英特尔决定加倍提高其制造能力，但BMO资本市场分析师Ambrish Srivastava周一在一份客户报告中写道，他预计高管们不会提供有关其目标及其对英特尔财务业绩影响的详细信息。</blockquote></p><p> Still, Srivastava said, investors should watch closely for commentary about the impact to the company’s capital spending, profit, and free cash flow, among other things.</p><p><blockquote>不过，斯里瓦斯塔瓦表示，投资者应密切关注有关对公司资本支出、利润和自由现金流等影响的评论。</blockquote></p><p> Intel’s report arrives amid a global shortage of semiconductors that is hurting production of goods ranging from appliances to cars and videogame consoles. Gelsinger has previously told&nbsp;<i>Barron’s</i> that he expects the chip shortage to last two years.</p><p><blockquote>英特尔的报告发布之际，全球半导体短缺正在损害从电器到汽车和视频游戏机等商品的生产。基辛格此前曾表示<i>巴伦周刊</i>他预计芯片短缺将持续两年。</blockquote></p><p> Of the analysts that cover Intel, 43% rate shares at Buy, 34% have Hold ratings, and 23% rate the stock at Sell. The average target for the stock price is $68.71, which implies a return of 8.6%.</p><p><blockquote>在关注英特尔的分析师中，43%的分析师将该股评级为买入，34%的分析师将该股评级为持有，23%的分析师将该股评级为卖出。股价的平均目标为68.71美元，这意味着回报率为8.6%。</blockquote></p><p> Intel stock advanced 1.6% to $63.70 in Wednesday trading. Shares in the chip maker have gained 12% in the past year, while the PHLX Semiconductor index, or Sox, has doubled.</p><p><blockquote>周三交易中，英特尔股价上涨1.6%，至63.70美元。这家芯片制造商的股价在过去一年上涨了12%，而PHLX半导体指数(Sox)则翻了一番。</blockquote></p><p> Rolland pointed out that since Intel’s most recent quarterly report, its stock has gained 14%, while the Sox rose 5.8%. The analyst said that outperformance may indicate that expectations for the earnings are high, a potential negative for the stock.</p><p><blockquote>Rolland指出，自英特尔发布最新季度报告以来，其股价已上涨14%，而Sox指数上涨5.8%。该分析师表示，优异的表现可能表明对盈利的预期很高，这对该股来说可能是负面的。</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>Intel Reports Earnings Thursday. Here’s What to Know.<blockquote>英特尔周四公布财报。以下是需要了解的内容。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Reports Earnings Thursday. Here’s What to Know.<blockquote>英特尔周四公布财报。以下是需要了解的内容。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-22 15:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.</p><p><blockquote>在英特尔任命首席执行官帕特·基辛格(Pat Gelsinger)并推出200亿美元扩大制造业务的计划几周后，该公司将公布财报。</blockquote></p><p> Investors already have a solid idea of what the report, due after the close of trading on Thursday, will bring. When Gelsinger unveiled the company’s plans for the future in late March,Intel (ticker: INTC) said it expected full-year earnings of $4 a share from revenue of $76.5 billion. Including various adjustments, such as those related to Intel’s sale of its flash-memory business in 2020, EPS is likely to be $4.55, while revenue is expected to be $72 billion, the company said.</p><p><blockquote>投资者已经清楚地知道这份将于周四收盘后发布的报告将带来什么。当基辛格在3月底公布公司未来计划时，英特尔（股票代码：INTC）表示，预计全年营收为765亿美元，每股收益为4美元。该公司表示，包括各种调整，例如与英特尔在2020年出售闪存业务相关的调整，每股收益可能为4.55美元，而营收预计为720亿美元。</blockquote></p><p> As part of the plan, Intel said it would once again license its x86 chip designs to other companies, and create a foundry services unit that would produce chips for third parties interested in paying Intel to fabricate semiconductors.</p><p><blockquote>作为该计划的一部分，英特尔表示将再次将其x86芯片设计授权给其他公司，并创建一个代工服务部门，为有兴趣向英特尔支付制造半导体费用的第三方生产芯片。</blockquote></p><p> Intel didn’t issue precise new financial guidance for the first quarter, but said it expected results better than its prior forecast. Previously, Intel said it expected adjusted first-quarter earnings of $1.10 a share and revenue of $17.5 billion. The consensus forecast is for adjusted earnings of $1.15 a share from revenue of $17.74 billion.</p><p><blockquote>英特尔没有发布准确的第一季度新财务指引，但表示预计业绩好于之前的预测。此前，英特尔表示，预计第一季度调整后每股收益为1.10美元，营收为175亿美元。市场普遍预测调整后每股收益为1.15美元，营收为177.4亿美元。</blockquote></p><p> Susquehanna Financial Group analyst Christopher Rolland,who called the company’s full-year guidance “underwhelming,” said he is expecting investors to focus on Gelsinger’s long-term plans for the company, and to look for more details about Intel’s next generation chip-making technology. According to the analyst’s data sources, notebook sales were strong in the first quarter, but it is less clear what’s coming through the rest of the year.</p><p><blockquote>萨斯奎哈纳金融集团分析师克里斯托弗·罗兰称该公司的全年指引“平淡无奇”，他表示，他预计投资者将关注基辛格对该公司的长期计划，并寻找有关英特尔下一代芯片制造技术的更多细节。根据分析师的数据来源，第一季度笔记本电脑销售强劲，但不太清楚今年剩余时间会发生什么。</blockquote></p><p> Analysts predict that Intel’s client computing segment, which includes notebook sales, will report first-quarter revenue of $10.02 billion. That is the company’s largest segment, followed by the data center operation, which is expected to report revenue of $5.84 billion.</p><p><blockquote>分析师预测，包括笔记本销售在内的英特尔客户端计算部门第一季度营收将达到100.2亿美元。这是该公司最大的部门，其次是数据中心业务，预计收入为58.4亿美元。</blockquote></p><p> Despite Intel’s decision to double down on its manufacturing capabilities, BMO Capital Markets analyst Ambrish Srivastava wrote in a client note Monday that he isn’t expecting executives to offer details about its goals, and their effect on Intel’s financial performance.</p><p><blockquote>尽管英特尔决定加倍提高其制造能力，但BMO资本市场分析师Ambrish Srivastava周一在一份客户报告中写道，他预计高管们不会提供有关其目标及其对英特尔财务业绩影响的详细信息。</blockquote></p><p> Still, Srivastava said, investors should watch closely for commentary about the impact to the company’s capital spending, profit, and free cash flow, among other things.</p><p><blockquote>不过，斯里瓦斯塔瓦表示，投资者应密切关注有关对公司资本支出、利润和自由现金流等影响的评论。</blockquote></p><p> Intel’s report arrives amid a global shortage of semiconductors that is hurting production of goods ranging from appliances to cars and videogame consoles. Gelsinger has previously told&nbsp;<i>Barron’s</i> that he expects the chip shortage to last two years.</p><p><blockquote>英特尔的报告发布之际，全球半导体短缺正在损害从电器到汽车和视频游戏机等商品的生产。基辛格此前曾表示<i>巴伦周刊</i>他预计芯片短缺将持续两年。</blockquote></p><p> Of the analysts that cover Intel, 43% rate shares at Buy, 34% have Hold ratings, and 23% rate the stock at Sell. The average target for the stock price is $68.71, which implies a return of 8.6%.</p><p><blockquote>在关注英特尔的分析师中，43%的分析师将该股评级为买入，34%的分析师将该股评级为持有，23%的分析师将该股评级为卖出。股价的平均目标为68.71美元，这意味着回报率为8.6%。</blockquote></p><p> Intel stock advanced 1.6% to $63.70 in Wednesday trading. Shares in the chip maker have gained 12% in the past year, while the PHLX Semiconductor index, or Sox, has doubled.</p><p><blockquote>周三交易中，英特尔股价上涨1.6%，至63.70美元。这家芯片制造商的股价在过去一年上涨了12%，而PHLX半导体指数(Sox)则翻了一番。</blockquote></p><p> Rolland pointed out that since Intel’s most recent quarterly report, its stock has gained 14%, while the Sox rose 5.8%. The analyst said that outperformance may indicate that expectations for the earnings are high, a potential negative for the stock.</p><p><blockquote>Rolland指出，自英特尔发布最新季度报告以来，其股价已上涨14%，而Sox指数上涨5.8%。该分析师表示，优异的表现可能表明对盈利的预期很高，这对该股来说可能是负面的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/intel-reports-earnings-thursday-heres-what-to-know-51619037330?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.barrons.com/articles/intel-reports-earnings-thursday-heres-what-to-know-51619037330?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147263213","content_text":"Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.\nInvestors already have a solid idea of what the report, due after the close of trading on Thursday, will bring. When Gelsinger unveiled the company’s plans for the future in late March,Intel (ticker: INTC) said it expected full-year earnings of $4 a share from revenue of $76.5 billion. Including various adjustments, such as those related to Intel’s sale of its flash-memory business in 2020, EPS is likely to be $4.55, while revenue is expected to be $72 billion, the company said.\nAs part of the plan, Intel said it would once again license its x86 chip designs to other companies, and create a foundry services unit that would produce chips for third parties interested in paying Intel to fabricate semiconductors.\nIntel didn’t issue precise new financial guidance for the first quarter, but said it expected results better than its prior forecast. Previously, Intel said it expected adjusted first-quarter earnings of $1.10 a share and revenue of $17.5 billion. The consensus forecast is for adjusted earnings of $1.15 a share from revenue of $17.74 billion.\nSusquehanna Financial Group analyst Christopher Rolland,who called the company’s full-year guidance “underwhelming,” said he is expecting investors to focus on Gelsinger’s long-term plans for the company, and to look for more details about Intel’s next generation chip-making technology. According to the analyst’s data sources, notebook sales were strong in the first quarter, but it is less clear what’s coming through the rest of the year.\nAnalysts predict that Intel’s client computing segment, which includes notebook sales, will report first-quarter revenue of $10.02 billion. That is the company’s largest segment, followed by the data center operation, which is expected to report revenue of $5.84 billion.\nDespite Intel’s decision to double down on its manufacturing capabilities, BMO Capital Markets analyst Ambrish Srivastava wrote in a client note Monday that he isn’t expecting executives to offer details about its goals, and their effect on Intel’s financial performance.\nStill, Srivastava said, investors should watch closely for commentary about the impact to the company’s capital spending, profit, and free cash flow, among other things.\nIntel’s report arrives amid a global shortage of semiconductors that is hurting production of goods ranging from appliances to cars and videogame consoles. Gelsinger has previously told Barron’s that he expects the chip shortage to last two years.\nOf the analysts that cover Intel, 43% rate shares at Buy, 34% have Hold ratings, and 23% rate the stock at Sell. The average target for the stock price is $68.71, which implies a return of 8.6%.\nIntel stock advanced 1.6% to $63.70 in Wednesday trading. Shares in the chip maker have gained 12% in the past year, while the PHLX Semiconductor index, or Sox, has doubled.\nRolland pointed out that since Intel’s most recent quarterly report, its stock has gained 14%, while the Sox rose 5.8%. The analyst said that outperformance may indicate that expectations for the earnings are high, a potential negative for the stock.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352218304,"gmtCreate":1616977951908,"gmtModify":1634523372133,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Oh no please help to comment&nbsp;","listText":"Oh no please help to comment&nbsp;","text":"Oh no please help to comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/352218304","repostId":"1171382652","repostType":4,"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":872933244,"gmtCreate":1637387277045,"gmtModify":1637387280160,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/872933244","repostId":"2184842262","repostType":4,"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849119798,"gmtCreate":1635733997392,"gmtModify":1635733998049,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/849119798","repostId":"2179250221","repostType":4,"repost":{"id":"2179250221","kind":"news","pubTimestamp":1635721559,"share":"https://www.laohu8.com/m/news/2179250221?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:05","market":"us","language":"en","title":"Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、十月就业报告：本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2179250221","media":"Yahoo Finance","summary":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set th","content":"<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点，并可能为期待已久的资产购买缩减公告奠定基础。与此同时，交易者也将...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、十月就业报告：本周需要了解什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFederal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、十月就业报告：本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-11-01 07:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点，并可能为期待已久的资产购买缩减公告奠定基础。与此同时，交易者也将...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">Yahoo Finance</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":{"EL":"雅诗兰黛","APO":"阿波罗全球管理","COP":"康菲石油","BLMN":"Bloomin' Brands","PFE":"辉瑞","ATVI":"动视暴雪","CLX":"高乐氏",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","CRSR":"Corsair Gaming, Inc.","RL":"拉夫劳伦","UBER":"优步"},"source_url":"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179250221","content_text":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also await more data on the U.S. economic recovery with the Labor Department's monthly jobs report later this week.\nThe Federal Open Market Committee's (FOMC) November meeting will take place from Tuesday to Wednesday, with the policy statement and press conference from the meeting serving as the central bank's penultimate opportunity this year to announce formal plans to begin rolling back its crisis-era quantitative easing program. For the past year-and-a-half, the central bank has been purchasing $120 billion per month in agency mortgage-backed securities and Treasuries, as one major tool to support the economy during the pandemic.\nIn late September, the FOMC's latest monetary policy statement and press conference from Federal Reserve Chair Jerome Powell suggested the central bank was apt to announce the start of tapering before year-end, and continue the tapering process until \"around the middle of next year.\"\n\"The upcoming FOMC meeting will be important for three reasons: 1) the announcement of tapering; 2) guidance around what tapering means for the path of hikes; and 3) nuanced changes in views around inflation risks given recent data,\" wrote Bank of America economist Michelle Meyer in a note.\n\"The statement that announces the new pace of asset purchases will be followed by a note regarding flexibility stating that asset purchases are not on a pre-set course and will depend on the outlook for the labor market and inflation as well as an assessment of the efficacy of asset purchases,\" she predicted.\nShe noted that Powell may also use the press conference to reiterate that the end of tapering would not necessarily indicate the start of rate hikes, and that both policy actions are distinct. In previous public remarks, Powell has already made a similar point in previous public remarks, saying, \"the timing and pace of the coming reduction in asset purchases will not be intended to carry a direct signal regarding the timing of interest rate liftoff.\"\nGiven the market has been anticipating the start to tapering for months now, speculation around when the Fed will make a move on interest rates has become a point of particular interest to investors. Investors and economists have mulled whether the Fed may need to act more quickly than previously telegraphed on adjusting interest rates to stave off inflation, which has proven more long-lasting than some had suggested.\nWASHINGTON, DC - SEPTEMBER 24: Federal Reserve Board Chairman Jerome Powell testifies during a Senate Banking Committee hearing on Capitol Hill on September 24, 2020 in Washington, DC. Powell and U.S. Treasury Secretary Steve Mnuchin are testifying about the CARES Act and the economic effects of the coronavirus pandemic. (Photo by Drew Angerer/Getty Images)Drew Angerer via Getty Images\nIn September, core personal consumption expenditures — the Fed's preferred gauge of underlying inflation — rose 3.6% over last year for a fourth consecutive month, coming in at the fastest clip since 1991. And earlier this month, Powell acknowledged in public remarks that the supply chain constraints and shortages that spurred the latest rise in prices are \"likely to last longer than previously expected, likely well into next year.\"\nWhile the central bank will not release an updated Summary of Economic Projections with their policy statement on Wednesday, the latest projections from the September meeting suggested the committee was split on rate hikes for 2022, with nine members seeing no rate hikes by the end of next year while the other nine members saw at least one hike.\n\"I think the Fed has pretty well determined to start the taper pretty quickly. We expect them to announce it next week and then start it soon thereafter, so that's pretty well carved in stone,\" Kathy Jones, Charles Schwab chief fixed income strategist, told Yahoo Finance Live last week. \"I think the big debate now is how quickly the Fed moves toward actually raising rates. The expectation in the market has really shifted to expecting as many as two rate hikes in 2022 and 2023 ... that’s a pretty aggressive pace of tightening.\"\nOctober jobs report\nOne of this week's most closely watched pieces of economic data will be the October jobs report, which is due for release on Friday from the Labor Department.\nEconomists are looking to see a pick-up in the pace of hiring for October after a disappointing print in September, when just 194,000 non-farm payrolls returned versus the half million expected. Over the past two months, payroll gains averaged at just 280,000. The unemployment rate is expected to take another small step toward pre-pandemic levels in October as well, with the jobless rate anticipated to dip to 4.7% from 4.8% the prior month.\nStill, the labor market has still fallen short its pre-pandemic conditions on a number of fronts. The unemployment rate has yet to return to its 50-year low of 3.5% from February 2020. And as of September, the civilian labor force was still down by about 3.1 million individuals from pre-virus levels.\nOne factor weighing on the labor market in August and September was the Delta variant, which may have deterred some workers from seeking employment in person for risk of infection. And an ongoing element dragging on the labor market's recovery has been a mismatch of supply and demand, with employers struggling to fill a near-record number of job openings while voluntary quits jumped to a historically high level.\n\"Next week’s October payrolls report will shed light on whether supply eased on diminishing constraints or if the labor market continues to face headwinds for now,\" wrote Rubeela Farooqi, chief U.S. economist for High Frequency Economics, in a note last week.\nBut some data from the past couple weeks has reflected favorably on conditions in the labor market in October. Weekly new unemployment claims broke below 300,000 for the first time since the start of the pandemic during the survey week for the October jobs report, or the week that includes the 12th of the month. And in the Conference Board's October Consumer Confidence Index, just 10.6% of consumers said jobs were \"hard to get,\" down from 13.0% in September. That brought the Conference Board's closely watched labor market differential, or percentage of consumers saying jobs are \"hard to get\" subtracted from the percentage saying jobs \"are plentiful,\" to 45, or its highest level since 2000.\nEconomic calendar\n\nMonday: Markit U.S. Manufacturing PMI, Oct. final (59.3 expected, 59.2 in September); Constructing spending, month-over-month, September (0.4% expected, 0.0% in August); ISM Manufacturing Index, Oct. (60.5 expected, 61.1 in September)\nTuesday: No notable reports scheduled for release\nWednesday: MBA Mortgage Applications, week ended Oct. 29 (0.3% during prior week); ADP Employment Change, Oct. (400,000 expected, 568,000 in September); ISM Services Index, October (62.0 expected, 61.9 in September); Factory Orders, September (-0.1% expected, 1.2% in August); Durable goods orders, September final (-0.4% in prior print; Durable goods orders excluding transportation, September final (0.4% in prior print); Non-defense capital goods orders excluding aircraft, September final (0.8% in prior print); Markit U.S. Services PMI, October final (58.2 expected, 58.2 in prior print); Markit U.S. Composite PMI, October final (57.3 in prior print); Federal Open Market Committee monetary policy decision\nThursday: Challenger job cuts, year-over-year, October (-84.9% in September); Initial jobless claims, week ended Oct. 30 (275,000 expected, 281,000 during prior week); Continuing claims, week ended Oct. 23 (2.147 million expected, 2.243 million during prior week); Non-farm productivity, Q3 preliminary (-3.2% expected, 2.1% in Q2); Unit Labor Costs, Q3 preliminary (6.9% expected, 1.3% in Q2); Trade balance, September (-$80.1 billion expected, -$73.3 billion in August)\nFriday: Change in non-farm payrolls, October (450,000 expected, 194,000 in September); Unemployment rate, October (4.7% expected, 4.8% in September); Average hourly earnings, month-over-month, October (4.7% expected, 4.8% in September); Average hourly earnings, year-over-year, October (4.9% expected, 4.6% in September); Labor Force Participation Rate, October (61.8% expected, 61.6% in September); Consumer Credit, September ($16.200 billion expected, $14.379 million in August)\n\nEarnings calendar\n\nMonday: Clorox (CLX), Avis Budget Group (CAR), ZoomInfo Technologies (ZI), Chegg Inc. (CHGG), Diamondback Energy (FANG), The Simon Property Group (SPG) after market close\nTuesday: Under Armour (UAA), Estee Lauder (EL), Ralph Lauren (RL), Apollo Global Management (APO), Corsair Gaming (CRSR), Bloomin' Brands (BLMN), ConocoPhillips (COP), Pfizer (PFE), Groupon (GPN), Marathon Petroleum (MPC) before market open; Mondelez (MDLZ), T-Mobile (TMUS), Akamai (AKAM), Activision Blizzard (ATVI), Lyft (LYFT), Match Group (MTCH), Devon Energy (DVN), Chesapeake Energy (CHK), Coursera (COUR), Zillow Group (ZG), Amgen (AMGN) after market close\nWednesday: Humana (HUM), Discovery Inc. (DISCA), The New York Times (NYT), Norwegian Cruise Line Holdings (NCLH), Marriott International (MAR), CVS Health Corp. (CVS), Sinclair Broadcast Group (SBGI) before market open; Booking Holdings (BKNG), Qorvo (QRVO), The Allstate Corp. (ALL), MGM Resorts International (MGM), $Take-Two Interactive Software(TTWO)$ (TTWO), Electronic Arts (EA), Vimeo (VMEO), Etsy (ETSY), GoDaddy (GDDY), Marathon Oil Corp. (MRO), Roku (ROKU), Qualcomm (QCOM) after market close\nThursday: Cigna (CI), Wayfair (W), ViacomCBS (VIAC), Nikola (NKLA), Duke Energy (DUK), Citrix Systems (CTXS), Regeneron Pharmaceuticals (REGN), Hanesbrands (HBI), Moderna (MRNA), Planet Fitness (PLNT), Vulcan Material (VMC), Kellogg (K), Square (SQ), Cloudflare (NET), Occidental Petroleum (OXY), Uber Technologies (UBER), American International Group (AIG), Shake Shack (SHAK), iHeartMedia (IHRT), Novavax (NVAX), IAC Interactive Corp. (IAC), Peloton (PTON), Dropbox (DBX), DataDog (DDOG), Pinterest (PINS), Skyworks Solutions (SWKS), Expedia (EXPE), Rocket Cos. (RKT), Live Nation Entertainment (LYV), Airbnb (ABNB)\nFriday: Wynn Resorts (WYNN), Dish Networks (DISH), Dominion Energy (D), DraftKings (DKNG), Goodyear Tire and Rubber (GT), Cinemark Holdings (CNK) before market open","news_type":1,"symbols_score_info":{".IXIC":0.9,"RL":0.9,"BLMN":0.9,"PFE":0.9,"UBER":0.9,"CLX":0.9,"EL":0.9,"ATVI":0.9,".DJI":0.9,".SPX":0.9,"COP":0.9,"APO":0.9,"CRSR":0.9}},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804868707,"gmtCreate":1627950161609,"gmtModify":1633755024639,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment 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thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/802618448","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134261257,"gmtCreate":1622243420379,"gmtModify":1634182596790,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Please help to like and share&nbsp;","listText":"Please help to like and share&nbsp;","text":"Please help to like and share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/134261257","repostId":"2138948877","repostType":4,"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":877180865,"gmtCreate":1637897498236,"gmtModify":1637897499545,"author":{"id":"3555312962232191","authorId":"3555312962232191","name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555312962232191","idStr":"3555312962232191"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877180865","repostId":"1174337163","repostType":4,"repost":{"id":"1174337163","kind":"news","pubTimestamp":1637897193,"share":"https://www.laohu8.com/m/news/1174337163?lang=zh_CN&edition=full","pubTime":"2021-11-26 11:26","market":"us","language":"en","title":"Qualcomm Stock: After A Strong Rally, It Is Now A 'Hold'<blockquote>高通股票：强劲反弹后，目前“持有”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174337163","media":"Seeking Alpha","summary":"Summary\n\nQualcomm is well-positioned to benefit from secular growth trends of 5G, IoT, and industria","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Qualcomm is well-positioned to benefit from secular growth trends of 5G, IoT, and industrial and auto connectivity.</li>  <li>Its recent operating performance has been quite good and momentum should remain strong in the next few quarters, even though growth is expected to moderate in the medium term.</li>  <li>After a strong stock rally, the upside is now more limited and investors should buy more during potential pullbacks.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7aa6af8989c0e13371421d6fed2fac8e\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>G0d4ather/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>高通处于有利地位，可以从5G、物联网以及工业和汽车连接的长期增长趋势中受益。</li><li>其最近的经营业绩相当不错，未来几个季度的势头应该会保持强劲，尽管预计中期增长将放缓。</li><li>在股市强劲反弹之后，上涨空间现在更加有限，投资者应该在潜在回调期间买入更多股票。</li></ul><p class=\"t-img-caption\"><span>G0d4ather/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>QUALCOMM</b>(QCOM) has interesting growth prospects over the coming years supported from 5G, IoT and industrial and auto connectivity, but its share price performance has been quite strong over the past couple of months and Qualcomm is now a ‘hold’.</p><p><blockquote><b>QUALCOMM</b>在5G、物联网以及工业和汽车连接的支持下，(QCOM)在未来几年拥有有趣的增长前景，但其股价在过去几个月中表现相当强劲，高通现在被“持有”。</blockquote></p><p> <b>Background</b></p><p><blockquote><b>背景</b></blockquote></p><p> About two months ago, I have recommended Qualcomm as an interesting play in the 5G and Internet of Things (IoT) secular growth theme, even though there are some medium-term risks, such as competition from&nbsp;<b>MediaTek</b>(OTCPK:MDTKF) in the mobile segment and the possibility of losing&nbsp;<b>Apple’s</b>(AAPL) modem business.</p><p><blockquote>大约两个月前，我推荐高通作为5G和物联网（IoT）长期增长主题中的一个有趣的公司，尽管存在一些中期风险，例如来自<b>联发科</b>(OTCPK：MDTKF)在移动领域以及失去的可能性<b>苹果的</b>(AAPL)调制解调器业务。</blockquote></p><p> Since my article, Qualcomm’s share price has been on fire, up by more than 39% in about two months, supported by strong earnings and an upbeat investor day in the past week.</p><p><blockquote>自从我发表这篇文章以来，在强劲的盈利和过去一周乐观的投资者日的支撑下，高通的股价在大约两个月内上涨了39%以上。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b777c551db65315946aa3d0e67786e9\" tg-width=\"258\" tg-height=\"343\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求阿尔法。</span></p></blockquote></p><p> After a strong run, I think it’s time to see if Qualcomm still offers value to investors if its shares are now expensive. In this article, I review its most recent earnings and investor day, plus I check if its valuation is still attractive or not, considering Qualcomm’s medium-term earnings expectations.</p><p><blockquote>在经历了强劲的上涨之后，我认为是时候看看如果高通的股价现在很贵，它是否仍然为投资者提供价值了。在本文中，我回顾了其最近的收益和投资者日，并考虑到高通的中期收益预期，检查了其估值是否仍然有吸引力。</blockquote></p><p> <b>Recent Earnings</b></p><p><blockquote><b>近期收益</b></blockquote></p><p> Qualcomm has reported positive results regarding the fourth quarter and fiscal year 2021 (FY 2021 - for the year ended on September 26, 2021), at the beginning of this month. The company reported revenues 5% higher than expected related to Q4, while its bottom-line beat estimates by close to 13%.</p><p><blockquote>本月初，高通报告了第四季度和2021财年（2021财年-截至2021年9月26日的年度）的积极业绩。该公司报告第四季度收入比预期高出5%，而净利润则超出预期近13%。</blockquote></p><p> For the full fiscal year, the company was able to beat targets set at its investor day in 2019 for revenue growth and margin expansion, boding well for growth ahead.</p><p><blockquote>在整个财年，该公司能够超额完成2019年投资者日设定的收入增长和利润率扩张目标，预示着未来的增长。</blockquote></p><p> In FY 2021, Qualcomm’s revenues amounted to $33.56 billion (up by 43% YoY), while its operating income was close to $10.3 billion (+80% YoY). Its net income increased by 74% YoY to more than $9 billion, reaching a net profit margin of 26.9% (vs. 22.1% in FY 2020).</p><p><blockquote>2021财年，高通营收达335.6亿美元（同比增长43%），营业收入接近103亿美元（同比增长80%）。其净利润同比增长74%，超过90亿美元，净利润率达到26.9%（2020财年为22.1%）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3ba047cfae2944b81902cd46d4028cc\" tg-width=\"640\" tg-height=\"262\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> Qualcomm’s growth engine was the QCT segment (technologies), with revenue up by 64% YoY, while the licensing segment (QTL) reported 26% YoY revenue growth. In the QTL segment, Qualcomm’s growth was broad based, with radio filters and IoT being particularly strong.</p><p><blockquote>高通的增长引擎是QCT部门（技术），收入同比增长64%，而许可部门（QTL）收入同比增长26%。在QTL领域，高通的增长基础广泛，其中无线电滤波器和物联网尤为强劲。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aab453c09529203bf11d1d892cf4bb51\" tg-width=\"783\" tg-height=\"182\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> Despite the company’s diversification strategy, Qualcomm is still heavily exposed to the mobile market (handsets) which represented some 62% of its QTL revenues. However, this weight is expected to gradually decrease over the next few years, as other segments such as IoT should have higher growth rates over the medium to long term, given that handsets have benefitted cyclically from the rapid shift to 5G phones over the past year.</p><p><blockquote>尽管公司采取了多元化战略，高通仍然大量涉足移动市场（手机），该市场约占其QTL收入的62%。然而，鉴于手机在过去一年中周期性地受益于向5G手机的快速转变，预计这一权重将在未来几年逐渐下降，因为物联网等其他细分市场在中长期内应该会有更高的增长率。</blockquote></p><p> I see these results as quite good and above my own expectations, with the company being able to report annual revenues in excess of $10 billion for RF, auto and IoT together, a great milestone for Qualcomm and more than doubled compared to FY 2019.</p><p><blockquote>我认为这些结果非常好，超出了我自己的预期，该公司能够报告射频、汽车和物联网的年收入合计超过100亿美元，这对高通来说是一个伟大的里程碑，与2019财年相比增长了一倍多。</blockquote></p><p> This clearly shows that Qualcomm’s diversification strategy is progressing well and execution has been positive, which increases confidence on future growth targets. Beyond that, the current chip shortage is also impacting Qualcomm’s business, like for everyone else in the industry, making its recent growth even more impressive.</p><p><blockquote>这清楚地表明，高通的多元化战略进展良好，执行力一直积极，这增加了对未来增长目标的信心。除此之外，当前的芯片短缺也影响了高通的业务，就像业内其他公司一样，使其最近的增长更加令人印象深刻。</blockquote></p><p> Regarding its shareholder remuneration policy, during the last fiscal year, Qualcomm has made close to $3.4 billion in stock repurchases and distributed dividends of $3 billion. Thus, its total capital return to shareholders amounted to $6.4 billion, which represented more than 70% of its bottom-line. However, its dividend yield is only about 1.5%, thus I see Qualcomm mainly as a ‘growth’ play, while income is not high enough to be a reason to buy Qualcomm’s shares.</p><p><blockquote>关于股东薪酬政策，在上一财年，高通进行了近34亿美元的股票回购，并分配了30亿美元的股息。因此，其股东资本回报总额达64亿美元，占其利润的70%以上。然而，其股息收益率仅为1.5%左右，因此我认为高通主要是一家“成长型”公司，而收入还不足以成为购买高通股票的理由。</blockquote></p><p></p><p> Qualcomm’s outlook for the next quarter is also positive, with the company expecting more than $10 billion in revenues and diluted EPS in the range $2.53-2.73. Even though Qualcomm’s business has some seasonality, Q1 is usually a stronger quarter, this outlook implies annual revenues close to $40 billion, or up by 19% compared to the previous FY.</p><p><blockquote>高通对下一季度的前景也很乐观，该公司预计营收将超过100亿美元，摊薄后每股收益在2.53-2.73美元之间。尽管高通的业务有一定的季节性，但第一季度通常是一个更强劲的季度，这一前景意味着年收入接近400亿美元，比上一财年增长19%。</blockquote></p><p> This is in-line with current street expectations, given that the current consensus is for FY 2022 revenues of $39.5 billion, showing that Qualcomm’s recent growth is not temporary.</p><p><blockquote>这符合当前华尔街的预期，因为目前的共识是2022财年的收入为395亿美元，这表明高通最近的增长不是暂时的。</blockquote></p><p> On the other hand, as I’ve highlighted as a potential risk in my previous analysis, there were additional rumors recently that<b>Apple</b>(AAPL) will use its own 5G modem chip in 2023, instead of using Qualcomm’s chips. It is difficult to quantify how much revenue will Qualcomm lose from this, but certainly will be material and is a potential headwind for revenue and earnings growth in the medium term that investors should be aware of.</p><p><blockquote>另一方面，正如我在之前的分析中强调的潜在风险，最近有更多传言称<b>苹果</b>（AAPL）将在2023年使用自己的5G调制解调器芯片，而不是使用高通的芯片。很难量化高通将因此损失多少收入，但肯定会很大，并且是投资者应该意识到的中期收入和盈利增长的潜在阻力。</blockquote></p><p> Nevertheless, the company has recently shown in its investor day that its business is well exposed to some secular growth trends, such as IoT or car and industrial connectivity powered by 5G. This bodes well for its growth prospects over the next few years, and also to smooth the impact of losing some business from Apple.</p><p><blockquote>尽管如此，该公司最近在投资者日上表明，该公司业务很好地暴露在一些长期增长趋势中，如物联网或汽车以及5G驱动的工业连接。这对其未来几年的增长前景是好兆头，同时也能缓解因苹果失去部分业务而产生的影响。</blockquote></p><p> <b>Investor Day</b></p><p><blockquote><b>投资者日</b></blockquote></p><p> As I’ve discussed previously on Qualcomm, the company is well-positioned to benefit from secular growth trends of 5G and IoT, considering that it has adapted its product portfolio quite well in recent years for the expected higher demand for these wireless technologies over the next few years, beyond the mobile industry.</p><p><blockquote>正如我之前在高通上讨论的那样，考虑到该公司近年来已经很好地调整了其产品组合，以满足未来几年对这些无线技术的预期更高需求，该公司处于有利地位，可以从5G和物联网的长期增长趋势中受益。</blockquote></p><p> Its growth strategy has been to diversify its product offering so that it can offer solutions and products for more industries and different type of customers, namely in the automotive or the industrial sectors, increasing Qualcomm’s total addressable market and higher long-term growth prospects than relying too much on the mobile industry.</p><p><blockquote>其增长战略一直是使其产品供应多样化，以便能够为更多行业和不同类型的客户（即汽车或工业领域）提供解决方案和产品，增加高通的总目标市场和比依赖更高的长期增长前景过于依赖移动行业。</blockquote></p><p> The company has several technologies for mobile and connectivity that have great growth prospects due to the ongoing digital transformation, which is not expected to slow down in the future. Indeed, in its recent investor day, Qualcomm said that its total addressable market is expected to expand significantly over the next decade, from about $100 billion currently to some $700 billion by 2030. This is justified by the rising number of devices that are expected to be connected to the internet, generating a vast amount of data, being a strong tailwind for the company’s growth ahead.</p><p><blockquote>由于正在进行的数字化转型，该公司拥有多项移动和连接技术，这些技术具有巨大的增长前景，预计未来不会放缓。事实上，在最近的投资者日，高通表示，其潜在市场总额预计将在未来十年大幅扩大，从目前的约1000亿美元增加到2030年的约7000亿美元。这是因为预计连接到互联网的设备数量不断增加，产生大量数据，成为公司未来增长的强劲推动力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b9b8a9143bcaf8706b35feb39aac5ca\" tg-width=\"640\" tg-height=\"226\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> Qualcomm also discussed again its technologies spanning several end-markets beyond handsets, with IoT, automotive or virtual reality devices being, in my opinion, segments that are still relatively small for the company and have great growth prospects to become a sizable part of Qualcomm’s business in the next few years. For instance, Qualcomm targets annual revenues from IoT of around $9 billion by FY 2024, compared to $5 billion last year, while in Automotive it expects to grow from annual revenues of $1 billion last year to around $3.5 billion in five years.</p><p><blockquote>高通还再次讨论了其跨越手机以外的多个终端市场的技术，在我看来，物联网、汽车或虚拟现实设备对该公司来说仍然相对较小，但具有巨大的增长前景，将成为高通业务的重要组成部分。未来几年的业务。例如，高通的目标是到2024财年物联网年收入约为90亿美元，而去年为50亿美元，而在汽车领域，预计五年内年收入将从去年的10亿美元增长到约35亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebe04cb81f8fa2aba439f6f5309780c2\" tg-width=\"640\" tg-height=\"218\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> In the mobile segment, Qualcomm also sees good long-term growth prospects due to 5G, with 5G handsets expected to gradually increase the weight in total shipments to about 85% by fiscal year 2024 and double from the total shipments delivered in the last year.</p><p><blockquote>在移动领域，高通也看到了5G带来的良好长期增长前景，预计到2024财年，5G手机在总出货量中的比重将逐渐增加至85%左右，比去年的总出货量翻一番。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/552a1a716059d719fc6e64b861f09a8d\" tg-width=\"602\" tg-height=\"465\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> Regarding its capital structure and shareholder remuneration policy, Qualcomm intends to maintain its policy of distributing a large part of its free cash flow to shareholders, both through a growing dividend and opportunistic share buybacks. As the company’s financial leverage is strong, measured by its net debt-to-EBITDA ratio below 0.5x at the end of FY 2021, it doesn’t need to retain much cash so I expect Qualcomm to distribute close to 100% of its free cash flow to shareholders over the next few years.</p><p><blockquote>关于其资本结构和股东薪酬政策，高通打算维持将大部分自由现金流分配给股东的政策，包括增加股息和机会主义股票回购。由于该公司的财务杠杆很强，以2021财年末净债务与EBITDA比率低于0.5倍来衡量，因此它不需要保留太多现金，因此我预计高通将分配近100%的自由现金流未来几年流向股东。</blockquote></p><p> However, this could change if the company pursues acquisitions, especially if it performs a large acquisition financed mainly by debt. That would increase the company’s financial leverage and, most likely, its strategy would then change towards reducing leverage in subsequent years until it reaches again a strong balance sheet as it has today.</p><p><blockquote>然而，如果该公司进行收购，特别是如果它进行主要通过债务融资的大型收购，这种情况可能会发生变化。这将增加该公司的财务杠杆，而且最有可能的是，其战略将在随后几年转向降低杠杆，直到再次达到像今天这样强劲的资产负债表。</blockquote></p><p> <b>Estimates &amp; Valuation</b></p><p><blockquote><b>估计和估值</b></blockquote></p><p></p><p> Regarding medium-term&nbsp;estimates, Qualcomm’s revenues are expected to grow at about 7.3% per year, over the next four years, slowing down significantly compared to FY 2021. I think these are conservative estimates and there is upside potential for upward revisions over the coming months if operating momentum remains strong.</p><p><blockquote>关于中期预测，未来四年高通的收入预计将以每年约7.3%的速度增长，与2021财年相比大幅放缓。我认为这些都是保守的估计，如果运营势头保持强劲，未来几个月还有向上修正的潜力。</blockquote></p><p> For the fiscal year 2025, revenues are expected to be about $44 billion, which seems too much low considering that for FY 2022 revenues are expected to be around $40 billion. I’m more bullish than current consensus and see revenues of around $50 billion by FY 2025, expecting annual revenue growth of around 7-8% per year between FY 2023 and 2025, which I think is still quite conservative.</p><p><blockquote>2025财年的收入预计约为440亿美元，考虑到2022财年的收入预计约为400亿美元，这似乎太低了。我比目前的共识更乐观，预计到2025财年的收入将达到500亿美元左右，预计2023财年至2025财年的年收入增长约为7-8%，我认为这仍然相当保守。</blockquote></p><p> Its bottom-line is expected to increase to more than $14 billion in FY 2025 in my estimates, slightly above consensus because I’m expecting higher revenues, which implies an EPS of around $12 by FY 2025.</p><p><blockquote>根据我的估计，2025财年其净利润预计将增至140亿美元以上，略高于共识，因为我预计收入会更高，这意味着到2025财年每股收益约为12美元。</blockquote></p><p> Regarding valuation, my approach is to look into the next few years of revenues and earnings rather than just focus on this year or the next, to see if the stock has upside potential over a time frame of two to four years. Therefore, I use FY 2025 estimates to see if Qualcomm’s stock has upside potential over the medium term or not.</p><p><blockquote>关于估值，我的方法是关注未来几年的收入和盈利，而不仅仅是关注今年或明年，看看该股在两到四年内是否有上涨潜力。因此，我使用2025财年的预测来了解高通的股票在中期内是否有上涨潜力。</blockquote></p><p> Based on Qualcomm’s EPS estimate of $12 by FY 2025 and its historical valuation multiple over the past couple of years regarding its blended forward earnings (next 12 months) of 17.3x, my price target for Qualcomm by September 2024 is $207 per share.</p><p><blockquote>根据高通到2025财年的每股收益预期为12美元，以及过去几年混合预期收益（未来12个月）17.3倍的历史估值倍数，我对高通到2024年9月的目标价为每股207美元。</blockquote></p><p> This means that Qualcomm’s upside potential, based on these assumptions, is about 15% over the next three years, which is not impressive and show that a good part of its growth in the medium term is already reflected in its share price.</p><p><blockquote>这意味着，基于这些假设，高通未来三年的上涨潜力约为15%，这并不令人印象深刻，并表明其中期增长的很大一部分已经反映在其股价中。</blockquote></p><p> Note that over the past two years Qualcomm’s forward earnings multiple has been somewhat volatile, trading between 13-22x forward earnings. When I wrote my previous article on Qualcomm, its shares were trading at the bottom of this range and the stock was clearly a buy, while now is trading close to its historical value. This means that there is more upside potential over the medium term, as Qualcomm is clearly well-positioned to benefit from 5G, IoT, and industrial and automotive connectivity, thus a re-rating to higher multiples is possible in the next couple of years.</p><p><blockquote>请注意，过去两年高通的预期市盈率有些波动，预期市盈率在13-22倍之间。当我写上一篇关于高通的文章时，其股价处于该区间的底部，显然值得买入，而现在的交易价格接近其历史价值。这意味着中期内有更大的上涨潜力，因为高通显然处于有利地位，可以从5G、物联网以及工业和汽车连接中受益，因此未来几年有可能重新评级至更高的倍数。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb82ba4ac66c3ed8128484453fc4730c\" tg-width=\"1280\" tg-height=\"204\" width=\"100%\" height=\"auto\"><span>Source: Bloomberg.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博。</span></p></blockquote></p><p> <b>Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Qualcomm’s operating momentum has improved markedly in recent quarters and growth prospects are good in the coming years, as the company’s product diversification strategy is making good progress and is expected to support growth in coming years.</p><p><blockquote>高通近几个季度的经营势头明显改善，未来几年的增长前景良好，因为该公司的产品多元化战略正在取得良好进展，预计将支持未来几年的增长。</blockquote></p><p> However, its stock has rapidly incorporated improved fundamentals with the company’s recent earnings and investor day, and now upside potential is more limited than it was a couple of months ago. Investors who are exposed to Qualcomm should ‘hold’ and buy more during potential pullbacks in the future.</p><p><blockquote>然而，其股票已迅速将基本面的改善与公司最近的盈利和投资者日结合起来，现在的上涨潜力比几个月前更加有限。投资高通的投资者应该“持有”并在未来潜在回调期间买入更多股票。</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>Qualcomm Stock: After A Strong Rally, It Is Now A 'Hold'<blockquote>高通股票：强劲反弹后，目前“持有”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm Stock: After A Strong Rally, It Is Now A 'Hold'<blockquote>高通股票：强劲反弹后，目前“持有”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-26 11:26</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>Qualcomm is well-positioned to benefit from secular growth trends of 5G, IoT, and industrial and auto connectivity.</li>  <li>Its recent operating performance has been quite good and momentum should remain strong in the next few quarters, even though growth is expected to moderate in the medium term.</li>  <li>After a strong stock rally, the upside is now more limited and investors should buy more during potential pullbacks.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7aa6af8989c0e13371421d6fed2fac8e\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>G0d4ather/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>高通处于有利地位，可以从5G、物联网以及工业和汽车连接的长期增长趋势中受益。</li><li>其最近的经营业绩相当不错，未来几个季度的势头应该会保持强劲，尽管预计中期增长将放缓。</li><li>在股市强劲反弹之后，上涨空间现在更加有限，投资者应该在潜在回调期间买入更多股票。</li></ul><p class=\"t-img-caption\"><span>G0d4ather/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>QUALCOMM</b>(QCOM) has interesting growth prospects over the coming years supported from 5G, IoT and industrial and auto connectivity, but its share price performance has been quite strong over the past couple of months and Qualcomm is now a ‘hold’.</p><p><blockquote><b>QUALCOMM</b>在5G、物联网以及工业和汽车连接的支持下，(QCOM)在未来几年拥有有趣的增长前景，但其股价在过去几个月中表现相当强劲，高通现在被“持有”。</blockquote></p><p> <b>Background</b></p><p><blockquote><b>背景</b></blockquote></p><p> About two months ago, I have recommended Qualcomm as an interesting play in the 5G and Internet of Things (IoT) secular growth theme, even though there are some medium-term risks, such as competition from&nbsp;<b>MediaTek</b>(OTCPK:MDTKF) in the mobile segment and the possibility of losing&nbsp;<b>Apple’s</b>(AAPL) modem business.</p><p><blockquote>大约两个月前，我推荐高通作为5G和物联网（IoT）长期增长主题中的一个有趣的公司，尽管存在一些中期风险，例如来自<b>联发科</b>(OTCPK：MDTKF)在移动领域以及失去的可能性<b>苹果的</b>(AAPL)调制解调器业务。</blockquote></p><p> Since my article, Qualcomm’s share price has been on fire, up by more than 39% in about two months, supported by strong earnings and an upbeat investor day in the past week.</p><p><blockquote>自从我发表这篇文章以来，在强劲的盈利和过去一周乐观的投资者日的支撑下，高通的股价在大约两个月内上涨了39%以上。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b777c551db65315946aa3d0e67786e9\" tg-width=\"258\" tg-height=\"343\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求阿尔法。</span></p></blockquote></p><p> After a strong run, I think it’s time to see if Qualcomm still offers value to investors if its shares are now expensive. In this article, I review its most recent earnings and investor day, plus I check if its valuation is still attractive or not, considering Qualcomm’s medium-term earnings expectations.</p><p><blockquote>在经历了强劲的上涨之后，我认为是时候看看如果高通的股价现在很贵，它是否仍然为投资者提供价值了。在本文中，我回顾了其最近的收益和投资者日，并考虑到高通的中期收益预期，检查了其估值是否仍然有吸引力。</blockquote></p><p> <b>Recent Earnings</b></p><p><blockquote><b>近期收益</b></blockquote></p><p> Qualcomm has reported positive results regarding the fourth quarter and fiscal year 2021 (FY 2021 - for the year ended on September 26, 2021), at the beginning of this month. The company reported revenues 5% higher than expected related to Q4, while its bottom-line beat estimates by close to 13%.</p><p><blockquote>本月初，高通报告了第四季度和2021财年（2021财年-截至2021年9月26日的年度）的积极业绩。该公司报告第四季度收入比预期高出5%，而净利润则超出预期近13%。</blockquote></p><p> For the full fiscal year, the company was able to beat targets set at its investor day in 2019 for revenue growth and margin expansion, boding well for growth ahead.</p><p><blockquote>在整个财年，该公司能够超额完成2019年投资者日设定的收入增长和利润率扩张目标，预示着未来的增长。</blockquote></p><p> In FY 2021, Qualcomm’s revenues amounted to $33.56 billion (up by 43% YoY), while its operating income was close to $10.3 billion (+80% YoY). Its net income increased by 74% YoY to more than $9 billion, reaching a net profit margin of 26.9% (vs. 22.1% in FY 2020).</p><p><blockquote>2021财年，高通营收达335.6亿美元（同比增长43%），营业收入接近103亿美元（同比增长80%）。其净利润同比增长74%，超过90亿美元，净利润率达到26.9%（2020财年为22.1%）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3ba047cfae2944b81902cd46d4028cc\" tg-width=\"640\" tg-height=\"262\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> Qualcomm’s growth engine was the QCT segment (technologies), with revenue up by 64% YoY, while the licensing segment (QTL) reported 26% YoY revenue growth. In the QTL segment, Qualcomm’s growth was broad based, with radio filters and IoT being particularly strong.</p><p><blockquote>高通的增长引擎是QCT部门（技术），收入同比增长64%，而许可部门（QTL）收入同比增长26%。在QTL领域，高通的增长基础广泛，其中无线电滤波器和物联网尤为强劲。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aab453c09529203bf11d1d892cf4bb51\" tg-width=\"783\" tg-height=\"182\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> Despite the company’s diversification strategy, Qualcomm is still heavily exposed to the mobile market (handsets) which represented some 62% of its QTL revenues. However, this weight is expected to gradually decrease over the next few years, as other segments such as IoT should have higher growth rates over the medium to long term, given that handsets have benefitted cyclically from the rapid shift to 5G phones over the past year.</p><p><blockquote>尽管公司采取了多元化战略，高通仍然大量涉足移动市场（手机），该市场约占其QTL收入的62%。然而，鉴于手机在过去一年中周期性地受益于向5G手机的快速转变，预计这一权重将在未来几年逐渐下降，因为物联网等其他细分市场在中长期内应该会有更高的增长率。</blockquote></p><p> I see these results as quite good and above my own expectations, with the company being able to report annual revenues in excess of $10 billion for RF, auto and IoT together, a great milestone for Qualcomm and more than doubled compared to FY 2019.</p><p><blockquote>我认为这些结果非常好，超出了我自己的预期，该公司能够报告射频、汽车和物联网的年收入合计超过100亿美元，这对高通来说是一个伟大的里程碑，与2019财年相比增长了一倍多。</blockquote></p><p> This clearly shows that Qualcomm’s diversification strategy is progressing well and execution has been positive, which increases confidence on future growth targets. Beyond that, the current chip shortage is also impacting Qualcomm’s business, like for everyone else in the industry, making its recent growth even more impressive.</p><p><blockquote>这清楚地表明，高通的多元化战略进展良好，执行力一直积极，这增加了对未来增长目标的信心。除此之外，当前的芯片短缺也影响了高通的业务，就像业内其他公司一样，使其最近的增长更加令人印象深刻。</blockquote></p><p> Regarding its shareholder remuneration policy, during the last fiscal year, Qualcomm has made close to $3.4 billion in stock repurchases and distributed dividends of $3 billion. Thus, its total capital return to shareholders amounted to $6.4 billion, which represented more than 70% of its bottom-line. However, its dividend yield is only about 1.5%, thus I see Qualcomm mainly as a ‘growth’ play, while income is not high enough to be a reason to buy Qualcomm’s shares.</p><p><blockquote>关于股东薪酬政策，在上一财年，高通进行了近34亿美元的股票回购，并分配了30亿美元的股息。因此，其股东资本回报总额达64亿美元，占其利润的70%以上。然而，其股息收益率仅为1.5%左右，因此我认为高通主要是一家“成长型”公司，而收入还不足以成为购买高通股票的理由。</blockquote></p><p></p><p> Qualcomm’s outlook for the next quarter is also positive, with the company expecting more than $10 billion in revenues and diluted EPS in the range $2.53-2.73. Even though Qualcomm’s business has some seasonality, Q1 is usually a stronger quarter, this outlook implies annual revenues close to $40 billion, or up by 19% compared to the previous FY.</p><p><blockquote>高通对下一季度的前景也很乐观，该公司预计营收将超过100亿美元，摊薄后每股收益在2.53-2.73美元之间。尽管高通的业务有一定的季节性，但第一季度通常是一个更强劲的季度，这一前景意味着年收入接近400亿美元，比上一财年增长19%。</blockquote></p><p> This is in-line with current street expectations, given that the current consensus is for FY 2022 revenues of $39.5 billion, showing that Qualcomm’s recent growth is not temporary.</p><p><blockquote>这符合当前华尔街的预期，因为目前的共识是2022财年的收入为395亿美元，这表明高通最近的增长不是暂时的。</blockquote></p><p> On the other hand, as I’ve highlighted as a potential risk in my previous analysis, there were additional rumors recently that<b>Apple</b>(AAPL) will use its own 5G modem chip in 2023, instead of using Qualcomm’s chips. It is difficult to quantify how much revenue will Qualcomm lose from this, but certainly will be material and is a potential headwind for revenue and earnings growth in the medium term that investors should be aware of.</p><p><blockquote>另一方面，正如我在之前的分析中强调的潜在风险，最近有更多传言称<b>苹果</b>（AAPL）将在2023年使用自己的5G调制解调器芯片，而不是使用高通的芯片。很难量化高通将因此损失多少收入，但肯定会很大，并且是投资者应该意识到的中期收入和盈利增长的潜在阻力。</blockquote></p><p> Nevertheless, the company has recently shown in its investor day that its business is well exposed to some secular growth trends, such as IoT or car and industrial connectivity powered by 5G. This bodes well for its growth prospects over the next few years, and also to smooth the impact of losing some business from Apple.</p><p><blockquote>尽管如此，该公司最近在投资者日上表明，该公司业务很好地暴露在一些长期增长趋势中，如物联网或汽车以及5G驱动的工业连接。这对其未来几年的增长前景是好兆头，同时也能缓解因苹果失去部分业务而产生的影响。</blockquote></p><p> <b>Investor Day</b></p><p><blockquote><b>投资者日</b></blockquote></p><p> As I’ve discussed previously on Qualcomm, the company is well-positioned to benefit from secular growth trends of 5G and IoT, considering that it has adapted its product portfolio quite well in recent years for the expected higher demand for these wireless technologies over the next few years, beyond the mobile industry.</p><p><blockquote>正如我之前在高通上讨论的那样，考虑到该公司近年来已经很好地调整了其产品组合，以满足未来几年对这些无线技术的预期更高需求，该公司处于有利地位，可以从5G和物联网的长期增长趋势中受益。</blockquote></p><p> Its growth strategy has been to diversify its product offering so that it can offer solutions and products for more industries and different type of customers, namely in the automotive or the industrial sectors, increasing Qualcomm’s total addressable market and higher long-term growth prospects than relying too much on the mobile industry.</p><p><blockquote>其增长战略一直是使其产品供应多样化，以便能够为更多行业和不同类型的客户（即汽车或工业领域）提供解决方案和产品，增加高通的总目标市场和比依赖更高的长期增长前景过于依赖移动行业。</blockquote></p><p> The company has several technologies for mobile and connectivity that have great growth prospects due to the ongoing digital transformation, which is not expected to slow down in the future. Indeed, in its recent investor day, Qualcomm said that its total addressable market is expected to expand significantly over the next decade, from about $100 billion currently to some $700 billion by 2030. This is justified by the rising number of devices that are expected to be connected to the internet, generating a vast amount of data, being a strong tailwind for the company’s growth ahead.</p><p><blockquote>由于正在进行的数字化转型，该公司拥有多项移动和连接技术，这些技术具有巨大的增长前景，预计未来不会放缓。事实上，在最近的投资者日，高通表示，其潜在市场总额预计将在未来十年大幅扩大，从目前的约1000亿美元增加到2030年的约7000亿美元。这是因为预计连接到互联网的设备数量不断增加，产生大量数据，成为公司未来增长的强劲推动力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b9b8a9143bcaf8706b35feb39aac5ca\" tg-width=\"640\" tg-height=\"226\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> Qualcomm also discussed again its technologies spanning several end-markets beyond handsets, with IoT, automotive or virtual reality devices being, in my opinion, segments that are still relatively small for the company and have great growth prospects to become a sizable part of Qualcomm’s business in the next few years. For instance, Qualcomm targets annual revenues from IoT of around $9 billion by FY 2024, compared to $5 billion last year, while in Automotive it expects to grow from annual revenues of $1 billion last year to around $3.5 billion in five years.</p><p><blockquote>高通还再次讨论了其跨越手机以外的多个终端市场的技术，在我看来，物联网、汽车或虚拟现实设备对该公司来说仍然相对较小，但具有巨大的增长前景，将成为高通业务的重要组成部分。未来几年的业务。例如，高通的目标是到2024财年物联网年收入约为90亿美元，而去年为50亿美元，而在汽车领域，预计五年内年收入将从去年的10亿美元增长到约35亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebe04cb81f8fa2aba439f6f5309780c2\" tg-width=\"640\" tg-height=\"218\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> In the mobile segment, Qualcomm also sees good long-term growth prospects due to 5G, with 5G handsets expected to gradually increase the weight in total shipments to about 85% by fiscal year 2024 and double from the total shipments delivered in the last year.</p><p><blockquote>在移动领域，高通也看到了5G带来的良好长期增长前景，预计到2024财年，5G手机在总出货量中的比重将逐渐增加至85%左右，比去年的总出货量翻一番。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/552a1a716059d719fc6e64b861f09a8d\" tg-width=\"602\" tg-height=\"465\" width=\"100%\" height=\"auto\"><span>Source: Qualcomm.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：高通。</span></p></blockquote></p><p> Regarding its capital structure and shareholder remuneration policy, Qualcomm intends to maintain its policy of distributing a large part of its free cash flow to shareholders, both through a growing dividend and opportunistic share buybacks. As the company’s financial leverage is strong, measured by its net debt-to-EBITDA ratio below 0.5x at the end of FY 2021, it doesn’t need to retain much cash so I expect Qualcomm to distribute close to 100% of its free cash flow to shareholders over the next few years.</p><p><blockquote>关于其资本结构和股东薪酬政策，高通打算维持将大部分自由现金流分配给股东的政策，包括增加股息和机会主义股票回购。由于该公司的财务杠杆很强，以2021财年末净债务与EBITDA比率低于0.5倍来衡量，因此它不需要保留太多现金，因此我预计高通将分配近100%的自由现金流未来几年流向股东。</blockquote></p><p> However, this could change if the company pursues acquisitions, especially if it performs a large acquisition financed mainly by debt. That would increase the company’s financial leverage and, most likely, its strategy would then change towards reducing leverage in subsequent years until it reaches again a strong balance sheet as it has today.</p><p><blockquote>然而，如果该公司进行收购，特别是如果它进行主要通过债务融资的大型收购，这种情况可能会发生变化。这将增加该公司的财务杠杆，而且最有可能的是，其战略将在随后几年转向降低杠杆，直到再次达到像今天这样强劲的资产负债表。</blockquote></p><p> <b>Estimates &amp; Valuation</b></p><p><blockquote><b>估计和估值</b></blockquote></p><p></p><p> Regarding medium-term&nbsp;estimates, Qualcomm’s revenues are expected to grow at about 7.3% per year, over the next four years, slowing down significantly compared to FY 2021. I think these are conservative estimates and there is upside potential for upward revisions over the coming months if operating momentum remains strong.</p><p><blockquote>关于中期预测，未来四年高通的收入预计将以每年约7.3%的速度增长，与2021财年相比大幅放缓。我认为这些都是保守的估计，如果运营势头保持强劲，未来几个月还有向上修正的潜力。</blockquote></p><p> For the fiscal year 2025, revenues are expected to be about $44 billion, which seems too much low considering that for FY 2022 revenues are expected to be around $40 billion. I’m more bullish than current consensus and see revenues of around $50 billion by FY 2025, expecting annual revenue growth of around 7-8% per year between FY 2023 and 2025, which I think is still quite conservative.</p><p><blockquote>2025财年的收入预计约为440亿美元，考虑到2022财年的收入预计约为400亿美元，这似乎太低了。我比目前的共识更乐观，预计到2025财年的收入将达到500亿美元左右，预计2023财年至2025财年的年收入增长约为7-8%，我认为这仍然相当保守。</blockquote></p><p> Its bottom-line is expected to increase to more than $14 billion in FY 2025 in my estimates, slightly above consensus because I’m expecting higher revenues, which implies an EPS of around $12 by FY 2025.</p><p><blockquote>根据我的估计，2025财年其净利润预计将增至140亿美元以上，略高于共识，因为我预计收入会更高，这意味着到2025财年每股收益约为12美元。</blockquote></p><p> Regarding valuation, my approach is to look into the next few years of revenues and earnings rather than just focus on this year or the next, to see if the stock has upside potential over a time frame of two to four years. Therefore, I use FY 2025 estimates to see if Qualcomm’s stock has upside potential over the medium term or not.</p><p><blockquote>关于估值，我的方法是关注未来几年的收入和盈利，而不仅仅是关注今年或明年，看看该股在两到四年内是否有上涨潜力。因此，我使用2025财年的预测来了解高通的股票在中期内是否有上涨潜力。</blockquote></p><p> Based on Qualcomm’s EPS estimate of $12 by FY 2025 and its historical valuation multiple over the past couple of years regarding its blended forward earnings (next 12 months) of 17.3x, my price target for Qualcomm by September 2024 is $207 per share.</p><p><blockquote>根据高通到2025财年的每股收益预期为12美元，以及过去几年混合预期收益（未来12个月）17.3倍的历史估值倍数，我对高通到2024年9月的目标价为每股207美元。</blockquote></p><p> This means that Qualcomm’s upside potential, based on these assumptions, is about 15% over the next three years, which is not impressive and show that a good part of its growth in the medium term is already reflected in its share price.</p><p><blockquote>这意味着，基于这些假设，高通未来三年的上涨潜力约为15%，这并不令人印象深刻，并表明其中期增长的很大一部分已经反映在其股价中。</blockquote></p><p> Note that over the past two years Qualcomm’s forward earnings multiple has been somewhat volatile, trading between 13-22x forward earnings. When I wrote my previous article on Qualcomm, its shares were trading at the bottom of this range and the stock was clearly a buy, while now is trading close to its historical value. This means that there is more upside potential over the medium term, as Qualcomm is clearly well-positioned to benefit from 5G, IoT, and industrial and automotive connectivity, thus a re-rating to higher multiples is possible in the next couple of years.</p><p><blockquote>请注意，过去两年高通的预期市盈率有些波动，预期市盈率在13-22倍之间。当我写上一篇关于高通的文章时，其股价处于该区间的底部，显然值得买入，而现在的交易价格接近其历史价值。这意味着中期内有更大的上涨潜力，因为高通显然处于有利地位，可以从5G、物联网以及工业和汽车连接中受益，因此未来几年有可能重新评级至更高的倍数。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb82ba4ac66c3ed8128484453fc4730c\" tg-width=\"1280\" tg-height=\"204\" width=\"100%\" height=\"auto\"><span>Source: Bloomberg.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博。</span></p></blockquote></p><p> <b>Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Qualcomm’s operating momentum has improved markedly in recent quarters and growth prospects are good in the coming years, as the company’s product diversification strategy is making good progress and is expected to support growth in coming years.</p><p><blockquote>高通近几个季度的经营势头明显改善，未来几年的增长前景良好，因为该公司的产品多元化战略正在取得良好进展，预计将支持未来几年的增长。</blockquote></p><p> However, its stock has rapidly incorporated improved fundamentals with the company’s recent earnings and investor day, and now upside potential is more limited than it was a couple of months ago. Investors who are exposed to Qualcomm should ‘hold’ and buy more during potential pullbacks in the future.</p><p><blockquote>然而，其股票已迅速将基本面的改善与公司最近的盈利和投资者日结合起来，现在的上涨潜力比几个月前更加有限。投资高通的投资者应该“持有”并在未来潜在回调期间买入更多股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4471977-qualcomm-stock-strong-rally-now-hold\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通"},"source_url":"https://seekingalpha.com/article/4471977-qualcomm-stock-strong-rally-now-hold","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174337163","content_text":"Summary\n\nQualcomm is well-positioned to benefit from secular growth trends of 5G, IoT, and industrial and auto connectivity.\nIts recent operating performance has been quite good and momentum should remain strong in the next few quarters, even though growth is expected to moderate in the medium term.\nAfter a strong stock rally, the upside is now more limited and investors should buy more during potential pullbacks.\n\nG0d4ather/iStock Editorial via Getty Images\nQUALCOMM(QCOM) has interesting growth prospects over the coming years supported from 5G, IoT and industrial and auto connectivity, but its share price performance has been quite strong over the past couple of months and Qualcomm is now a ‘hold’.\nBackground\nAbout two months ago, I have recommended Qualcomm as an interesting play in the 5G and Internet of Things (IoT) secular growth theme, even though there are some medium-term risks, such as competition from MediaTek(OTCPK:MDTKF) in the mobile segment and the possibility of losing Apple’s(AAPL) modem business.\nSince my article, Qualcomm’s share price has been on fire, up by more than 39% in about two months, supported by strong earnings and an upbeat investor day in the past week.\nSource: Seeking Alpha.\nAfter a strong run, I think it’s time to see if Qualcomm still offers value to investors if its shares are now expensive. In this article, I review its most recent earnings and investor day, plus I check if its valuation is still attractive or not, considering Qualcomm’s medium-term earnings expectations.\nRecent Earnings\nQualcomm has reported positive results regarding the fourth quarter and fiscal year 2021 (FY 2021 - for the year ended on September 26, 2021), at the beginning of this month. The company reported revenues 5% higher than expected related to Q4, while its bottom-line beat estimates by close to 13%.\nFor the full fiscal year, the company was able to beat targets set at its investor day in 2019 for revenue growth and margin expansion, boding well for growth ahead.\nIn FY 2021, Qualcomm’s revenues amounted to $33.56 billion (up by 43% YoY), while its operating income was close to $10.3 billion (+80% YoY). Its net income increased by 74% YoY to more than $9 billion, reaching a net profit margin of 26.9% (vs. 22.1% in FY 2020).\nSource: Qualcomm.\nQualcomm’s growth engine was the QCT segment (technologies), with revenue up by 64% YoY, while the licensing segment (QTL) reported 26% YoY revenue growth. In the QTL segment, Qualcomm’s growth was broad based, with radio filters and IoT being particularly strong.\nSource: Qualcomm.\nDespite the company’s diversification strategy, Qualcomm is still heavily exposed to the mobile market (handsets) which represented some 62% of its QTL revenues. However, this weight is expected to gradually decrease over the next few years, as other segments such as IoT should have higher growth rates over the medium to long term, given that handsets have benefitted cyclically from the rapid shift to 5G phones over the past year.\nI see these results as quite good and above my own expectations, with the company being able to report annual revenues in excess of $10 billion for RF, auto and IoT together, a great milestone for Qualcomm and more than doubled compared to FY 2019.\nThis clearly shows that Qualcomm’s diversification strategy is progressing well and execution has been positive, which increases confidence on future growth targets. Beyond that, the current chip shortage is also impacting Qualcomm’s business, like for everyone else in the industry, making its recent growth even more impressive.\nRegarding its shareholder remuneration policy, during the last fiscal year, Qualcomm has made close to $3.4 billion in stock repurchases and distributed dividends of $3 billion. Thus, its total capital return to shareholders amounted to $6.4 billion, which represented more than 70% of its bottom-line. However, its dividend yield is only about 1.5%, thus I see Qualcomm mainly as a ‘growth’ play, while income is not high enough to be a reason to buy Qualcomm’s shares.\nQualcomm’s outlook for the next quarter is also positive, with the company expecting more than $10 billion in revenues and diluted EPS in the range $2.53-2.73. Even though Qualcomm’s business has some seasonality, Q1 is usually a stronger quarter, this outlook implies annual revenues close to $40 billion, or up by 19% compared to the previous FY.\nThis is in-line with current street expectations, given that the current consensus is for FY 2022 revenues of $39.5 billion, showing that Qualcomm’s recent growth is not temporary.\nOn the other hand, as I’ve highlighted as a potential risk in my previous analysis, there were additional rumors recently thatApple(AAPL) will use its own 5G modem chip in 2023, instead of using Qualcomm’s chips. It is difficult to quantify how much revenue will Qualcomm lose from this, but certainly will be material and is a potential headwind for revenue and earnings growth in the medium term that investors should be aware of.\nNevertheless, the company has recently shown in its investor day that its business is well exposed to some secular growth trends, such as IoT or car and industrial connectivity powered by 5G. This bodes well for its growth prospects over the next few years, and also to smooth the impact of losing some business from Apple.\nInvestor Day\nAs I’ve discussed previously on Qualcomm, the company is well-positioned to benefit from secular growth trends of 5G and IoT, considering that it has adapted its product portfolio quite well in recent years for the expected higher demand for these wireless technologies over the next few years, beyond the mobile industry.\nIts growth strategy has been to diversify its product offering so that it can offer solutions and products for more industries and different type of customers, namely in the automotive or the industrial sectors, increasing Qualcomm’s total addressable market and higher long-term growth prospects than relying too much on the mobile industry.\nThe company has several technologies for mobile and connectivity that have great growth prospects due to the ongoing digital transformation, which is not expected to slow down in the future. Indeed, in its recent investor day, Qualcomm said that its total addressable market is expected to expand significantly over the next decade, from about $100 billion currently to some $700 billion by 2030. This is justified by the rising number of devices that are expected to be connected to the internet, generating a vast amount of data, being a strong tailwind for the company’s growth ahead.\nSource: Qualcomm.\nQualcomm also discussed again its technologies spanning several end-markets beyond handsets, with IoT, automotive or virtual reality devices being, in my opinion, segments that are still relatively small for the company and have great growth prospects to become a sizable part of Qualcomm’s business in the next few years. For instance, Qualcomm targets annual revenues from IoT of around $9 billion by FY 2024, compared to $5 billion last year, while in Automotive it expects to grow from annual revenues of $1 billion last year to around $3.5 billion in five years.\nSource: Qualcomm.\nIn the mobile segment, Qualcomm also sees good long-term growth prospects due to 5G, with 5G handsets expected to gradually increase the weight in total shipments to about 85% by fiscal year 2024 and double from the total shipments delivered in the last year.\nSource: Qualcomm.\nRegarding its capital structure and shareholder remuneration policy, Qualcomm intends to maintain its policy of distributing a large part of its free cash flow to shareholders, both through a growing dividend and opportunistic share buybacks. As the company’s financial leverage is strong, measured by its net debt-to-EBITDA ratio below 0.5x at the end of FY 2021, it doesn’t need to retain much cash so I expect Qualcomm to distribute close to 100% of its free cash flow to shareholders over the next few years.\nHowever, this could change if the company pursues acquisitions, especially if it performs a large acquisition financed mainly by debt. That would increase the company’s financial leverage and, most likely, its strategy would then change towards reducing leverage in subsequent years until it reaches again a strong balance sheet as it has today.\nEstimates & Valuation\nRegarding medium-term estimates, Qualcomm’s revenues are expected to grow at about 7.3% per year, over the next four years, slowing down significantly compared to FY 2021. I think these are conservative estimates and there is upside potential for upward revisions over the coming months if operating momentum remains strong.\nFor the fiscal year 2025, revenues are expected to be about $44 billion, which seems too much low considering that for FY 2022 revenues are expected to be around $40 billion. I’m more bullish than current consensus and see revenues of around $50 billion by FY 2025, expecting annual revenue growth of around 7-8% per year between FY 2023 and 2025, which I think is still quite conservative.\nIts bottom-line is expected to increase to more than $14 billion in FY 2025 in my estimates, slightly above consensus because I’m expecting higher revenues, which implies an EPS of around $12 by FY 2025.\nRegarding valuation, my approach is to look into the next few years of revenues and earnings rather than just focus on this year or the next, to see if the stock has upside potential over a time frame of two to four years. Therefore, I use FY 2025 estimates to see if Qualcomm’s stock has upside potential over the medium term or not.\nBased on Qualcomm’s EPS estimate of $12 by FY 2025 and its historical valuation multiple over the past couple of years regarding its blended forward earnings (next 12 months) of 17.3x, my price target for Qualcomm by September 2024 is $207 per share.\nThis means that Qualcomm’s upside potential, based on these assumptions, is about 15% over the next three years, which is not impressive and show that a good part of its growth in the medium term is already reflected in its share price.\nNote that over the past two years Qualcomm’s forward earnings multiple has been somewhat volatile, trading between 13-22x forward earnings. When I wrote my previous article on Qualcomm, its shares were trading at the bottom of this range and the stock was clearly a buy, while now is trading close to its historical value. This means that there is more upside potential over the medium term, as Qualcomm is clearly well-positioned to benefit from 5G, IoT, and industrial and automotive connectivity, thus a re-rating to higher multiples is possible in the next couple of years.\nSource: Bloomberg.\nBottom Line\nQualcomm’s operating momentum has improved markedly in recent quarters and growth prospects are good in the coming years, as the company’s product diversification strategy is making good progress and is expected to support growth in coming years.\nHowever, its stock has rapidly incorporated improved fundamentals with the company’s recent earnings and investor day, and now upside potential is more limited than it was a couple of months ago. 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