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ZhiLing
2021-12-21
good
SoFi And Its Bulls Might Just Be Standing On The Cusp Of Something Big<blockquote>SoFi 及其多头可能正站在大事的风口浪尖</blockquote>
ZhiLing
2021-12-20
wow
Singapore Stock Market May Give Up Support At 3,100 Points<blockquote>新加坡股市可能放弃3100点的支撑</blockquote>
ZhiLing
2021-12-18
nice
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ZhiLing
2021-12-17
nice
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ZhiLing
2021-12-16
good
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ZhiLing
2021-12-15
nice
U.S. stock market kicks off lackluster start on Fed decision day,S&P 500 gains 0.1%<blockquote>美联储决议日美国股市开局黯淡,标准普尔 500 指数上涨 0.1%</blockquote>
ZhiLing
2021-12-14
good
AAPL Stock Price Predictions: Why One Analyst Just Set a Street-High Target for Apple<blockquote>AAPL 股价预测:为什么一位分析师刚刚为苹果设定了高于街道的目标</blockquote>
ZhiLing
2021-12-11
nice
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ZhiLing
2021-12-10
haha
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ZhiLing
2021-12-09
nice
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ZhiLing
2021-12-07
nice
Alibaba shares rose 8.25% in Hong Kong market<blockquote>阿里巴巴-SW股价在香港市场上涨8.25%</blockquote>
ZhiLing
2021-12-05
ok
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ZhiLing
2021-12-03
nice
Smartsheet Shares Up 15% After 3Q Results<blockquote>第三季度业绩公布后,Smartsheet 股价上涨 15%</blockquote>
ZhiLing
2021-12-02
great
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ZhiLing
2021-11-30
good
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ZhiLing
2021-11-29
nice
Amazon Dominates Holiday Price War, Causes Retail Ripple Effect<blockquote>亚马逊主导假日价格战,引发零售连锁反应</blockquote>
ZhiLing
2021-11-28
yalo
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ZhiLing
2021-11-27
nice
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ZhiLing
2021-11-26
lets see
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ZhiLing
2021-11-25
whats next?
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去老虎APP查看更多动态
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13:52","market":"us","language":"en","title":"SoFi And Its Bulls Might Just Be Standing On The Cusp Of Something Big<blockquote>SoFi 及其多头可能正站在大事的风口浪尖</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108709960","media":"Seeking Alpha","summary":"Summary\n\nThe risk clouding one of SoFi's main catalysts for next year seems to have been removed.\n20","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>The risk clouding one of SoFi's main catalysts for next year seems to have been removed.</li> <li>2022 stands to be a big year as the convergence of several factors stands to see underlying competitiveness and profitability improve.</li> <li>If SoFi's plans come to fruition, the value creation in the years ahead will be significant.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95b4a7a135703546a6ddfa3c8d7629dd\" tg-width=\"1536\" tg-height=\"924\" width=\"100%\" height=\"auto\"><span>PM Images/DigitalVision via Getty Images</span></p><p><blockquote><ul><li>明年影响 SoFi 主要催化剂之一的风险似乎已经消除。</li><li>2022 年将是重要的一年,因为几个因素的汇聚将见证潜在竞争力和盈利能力的提高。</li><li>如果SoFi的计划得以实现,未来几年的价值创造将是巨大的。</li></ul><p class=\"t-img-caption\"><span>PM Images/DigitalVision via Getty Images</span></p></blockquote></p><p> SoFi's (SOFI) bulls know they have two major catalysts to look forward to next year; the banking charter and the end of the student loan moratorium. The latter saw a pause on federal student loan payments and temporarily set the loan interest rate to 0%. In my last SoFi article, I flagged the potential extension of this as a salient risk shareholders need to be aware of. Not anymore. The White House has now categorically ruled out an extension and confirmed that repayments will begin from the start of February. Albeit with some comments on a \"smooth transition\" to repayments which will likely soften revenue recognition in the initial months.</p><p><blockquote>SoFi (SOFI) 多头知道他们明年有两个主要催化剂值得期待;银行章程和学生贷款暂停期的结束。后者暂停了联邦学生贷款的支付,并暂时将贷款利率设定为0%。在我上一篇 SoFi 文章中,我将这种情况的潜在延伸标记为股东需要注意的重大风险。不再是了。白宫现已断然排除延期的可能性,并确认还款将于二月初开始。尽管有人对还款的“平稳过渡”发表了一些评论,这可能会削弱最初几个月的收入确认。</blockquote></p><p> SoFi was founded in 2011 by four Stanford Graduate School of Business students who wanted to provide a more affordable option to classmates taking on expensive debt to fund their education. Hence, student loan refinancing remains a significant part of the overall revenue mix even as the company's business operations have since been developed to include other types of lending, financial services, and Galileo.</p><p><blockquote>SoFi 由四名斯坦福大学商学院学生于 2011 年创立,他们希望为背负昂贵债务来资助教育的同学提供更实惠的选择。因此,学生贷款再融资仍然是整体收入组合的重要组成部分,尽管该公司的业务运营已经发展到包括其他类型的贷款、金融服务和伽利略。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60e52914b88f26796aa31722c0dd785b\" tg-width=\"640\" tg-height=\"435\" width=\"100%\" height=\"auto\"><span>SoFi Student Loan Refinancing Offer</span></p><p><blockquote><p class=\"t-img-caption\"><span>SoFi 学生贷款再融资优惠</span></p></blockquote></p><p> The impact of the extension of the moratorium on fiscal 2021 revenue was pronounced. This saw the company forfeit $52 million in SLR volume on the back of the CARES Act extension. This business was doing over $2 billion of student loan volume a quarter before the pandemic hit. The student loan business has been at less than 50% as lenders took on a more laid back approach to paying back their student loans since the initial moratorium was enacted via an executive order in March 2020.</p><p><blockquote>延长暂停期对2021财年收入的影响是显而易见的。由于《关怀法案》的延期,该公司损失了 5200 万美元的单反相机销量。在疫情爆发前的一个季度,这项业务的学生贷款量超过了 20 亿美元。自 2020 年 3 月通过行政命令颁布最初的暂停令以来,由于贷方采取了更悠闲的方式来偿还学生贷款,学生贷款业务一直不到 50%。</blockquote></p><p> Hence, and for the first time in almost two years, SoFi should have a significant tailwind in 2022 with SLR volumes picking up to aggregate with momentum in personal loan volume and its more competitive home loan product. The company expects its lending business to grow by about 25% annually over the next five fiscal years until 2026. Financial services is also expected to realize growth of about 150% annually until 2026 with Galileo seeing a 50% annual growth over the same time period.</p><p><blockquote>因此,近两年来,SoFi 将首次在 2022 年迎来显着的推动力,SLR 交易量将随着个人贷款交易量及其更具竞争力的住房贷款产品的势头而上升。该公司预计,在 2026 年之前的未来五个财年内,其贷款业务每年将增长约 25%。金融服务预计到 2026 年将实现约 150% 的年增长率,伽利略同期将实现 50% 的年增长率。</blockquote></p><p> The bank charter is the next phase of SoFi's growth as it would have a material effect on every facet of SoFi's businesses from SoFi Money and all their lending lines. Why?</p><p><blockquote>银行章程是SoFi发展的下一阶段,因为它将对SoFi Money及其所有贷款额度的SoFi业务的各个方面产生重大影响。为什么?</blockquote></p><p> <b>It's The Margins, Stupid</b></p><p><blockquote><b>是边缘,笨蛋</b></blockquote></p><p> At the core, owning a bank charter would allow SoFi to use their deposits, primarily from SoFi Money, to fund their own loans. Only banks are allowed to take FDIC-insured deposits from the public and have access to deposits as a source of funding. This would see the company replace its current comparatively costly financing agreements in place with a patchwork of third-party institutions. Operating as a chartered bank would provide access to the payments system operated by the Federal Reserve and access to wholesale funding such as the Federal Reserve discount window, Federal Home Loan Bank advances, and the federal funds market.</p><p><blockquote>从本质上讲,拥有银行章程将允许 SoFi 使用其存款(主要来自 SoFi Money)为自己的贷款提供资金。只有银行才被允许从公众那里接受 FDIC 保险的存款,并有权获得存款作为资金来源。这将使该公司用第三方机构的拼凑取代目前相对昂贵的融资协议。作为特许银行运营将提供对美联储运营的支付系统的访问,以及对美联储贴现窗口、联邦住房贷款银行预付款和联邦基金市场等批发资金的访问。</blockquote></p><p> Further, in some jurisdictions, corporate entities permitted to act as a trustee is sometimes limited to just banks and trust companies. Essentially, SoFi's customer deposits will be used as a reservoir of funds that can then be drawn on to make loans. This will have a double pronged effect of allowing SoFi to offer more competitive loan rates whilst reducing their cost of capital. It would reverberate across the company's one-stop platform model by simultaneously making all their services more competitive. This would help to extend the current multi-product platform moat and contribute heavily to the bullish story. The recent weakness in the company's stock price now means this salient catalyst is not at all priced in. The impact over the next five years on underlying revenue growth and profitability will be significant. It would help drive the company's 5-year plan to reach at least 10 million members as it builds out its value add for its core demographic of US households with annual income of $100,000 or more.</p><p><blockquote>此外,在某些司法管辖区,获准担任受托人的法人实体有时仅限于银行和信托公司。从本质上讲,SoFi 的客户存款将被用作资金库,然后可以用来发放贷款。这将产生双管齐下的效果,使 SoFi 能够提供更具竞争力的贷款利率,同时降低资本成本。这将在公司的一站式平台模式中产生影响,同时使他们的所有服务更具竞争力。这将有助于扩展当前的多产品平台护城河,并为看涨故事做出重大贡献。该公司股价最近的疲软意味着这一突出的催化剂根本没有被定价。未来五年对基本收入增长和盈利能力的影响将是重大的。这将有助于推动该公司的五年计划,即覆盖至少 1000 万会员,同时为年收入 10 万美元或以上的美国家庭核心人群创造附加值。</blockquote></p><p></p><p> From being the sole retail distributor of the Rivian IPO and the pending banking charter, SoFi is taking the steps necessary to differentiate itself and build out a moat to dominate the expected decade-long growth of digital financial products. The company has also raised a further $95 million from the cash redemption of its outstanding warrants, simplifying its share structure.</p><p><blockquote>从成为Rivian IPO和悬而未决的银行章程的唯一零售分销商,SoFi正在采取必要的措施来脱颖而出,并建立护城河,以主导数字金融产品预期的十年增长。该公司还通过现金赎回其未偿还认股权证又筹集了 9500 万美元,简化了其股权结构。</blockquote></p><p> <b>What Makes A Great Company And A Good Investment?</b></p><p><blockquote><b>是什么造就了一家伟大的公司和一项好的投资?</b></blockquote></p><p> Companies with a pertinent ability to grow their revenues while proportionally increasing profits have always performed well. It's positive to see SoFi taking the steps to secure long-term revenue growth runway and underlying profitability. It's two catalysts are salient as they would place SoFi on a path to compete even better in the fields it currently operates in. Hence, with just 9 trading days left of this year left, the end of year-tax loss selling short sell trade looks set to finally taper out.J.P. Morgan's Kolanovic notes that the selloff is likely due for a reversal.</p><p><blockquote>具有增加收入同时按比例增加利润的相关能力的公司总是表现良好。看到 SoFi 采取措施确保长期收入增长跑道和基本盈利能力是积极的。这两个催化剂非常突出,因为它们将使 SoFi 走上一条在其目前运营的领域更好地竞争的道路。因此,在今年只剩下 9 个交易日的情况下,年终税收损失卖空交易看起来最终将逐渐减少。摩根大通的科拉诺维奇指出,抛售可能会出现逆转。</blockquote></p><p> Bulls should not be complacent though as the broader economy could weaken if high inflation remains persistent and rising interest rates dampens consumer demand materially. I remain long and continue to buy on this weakness.</p><p><blockquote>不过,多头不应自满,因为如果高通胀持续存在,且利率上升严重抑制消费者需求,整体经济可能会走弱。我持有多头,并继续利用这一弱点买入。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SoFi And Its Bulls Might Just Be Standing On The Cusp Of Something Big<blockquote>SoFi 及其多头可能正站在大事的风口浪尖</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\">\nSoFi And Its Bulls Might Just Be Standing On The Cusp Of Something Big<blockquote>SoFi 及其多头可能正站在大事的风口浪尖</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-21 13:52</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>The risk clouding one of SoFi's main catalysts for next year seems to have been removed.</li> <li>2022 stands to be a big year as the convergence of several factors stands to see underlying competitiveness and profitability improve.</li> <li>If SoFi's plans come to fruition, the value creation in the years ahead will be significant.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95b4a7a135703546a6ddfa3c8d7629dd\" tg-width=\"1536\" tg-height=\"924\" width=\"100%\" height=\"auto\"><span>PM Images/DigitalVision via Getty Images</span></p><p><blockquote><ul><li>明年影响 SoFi 主要催化剂之一的风险似乎已经消除。</li><li>2022 年将是重要的一年,因为几个因素的汇聚将见证潜在竞争力和盈利能力的提高。</li><li>如果SoFi的计划得以实现,未来几年的价值创造将是巨大的。</li></ul><p class=\"t-img-caption\"><span>PM Images/DigitalVision via Getty Images</span></p></blockquote></p><p> SoFi's (SOFI) bulls know they have two major catalysts to look forward to next year; the banking charter and the end of the student loan moratorium. The latter saw a pause on federal student loan payments and temporarily set the loan interest rate to 0%. In my last SoFi article, I flagged the potential extension of this as a salient risk shareholders need to be aware of. Not anymore. The White House has now categorically ruled out an extension and confirmed that repayments will begin from the start of February. Albeit with some comments on a \"smooth transition\" to repayments which will likely soften revenue recognition in the initial months.</p><p><blockquote>SoFi (SOFI) 多头知道他们明年有两个主要催化剂值得期待;银行章程和学生贷款暂停期的结束。后者暂停了联邦学生贷款的支付,并暂时将贷款利率设定为0%。在我上一篇 SoFi 文章中,我将这种情况的潜在延伸标记为股东需要注意的重大风险。不再是了。白宫现已断然排除延期的可能性,并确认还款将于二月初开始。尽管有人对还款的“平稳过渡”发表了一些评论,这可能会削弱最初几个月的收入确认。</blockquote></p><p> SoFi was founded in 2011 by four Stanford Graduate School of Business students who wanted to provide a more affordable option to classmates taking on expensive debt to fund their education. Hence, student loan refinancing remains a significant part of the overall revenue mix even as the company's business operations have since been developed to include other types of lending, financial services, and Galileo.</p><p><blockquote>SoFi 由四名斯坦福大学商学院学生于 2011 年创立,他们希望为背负昂贵债务来资助教育的同学提供更实惠的选择。因此,学生贷款再融资仍然是整体收入组合的重要组成部分,尽管该公司的业务运营已经发展到包括其他类型的贷款、金融服务和伽利略。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60e52914b88f26796aa31722c0dd785b\" tg-width=\"640\" tg-height=\"435\" width=\"100%\" height=\"auto\"><span>SoFi Student Loan Refinancing Offer</span></p><p><blockquote><p class=\"t-img-caption\"><span>SoFi 学生贷款再融资优惠</span></p></blockquote></p><p> The impact of the extension of the moratorium on fiscal 2021 revenue was pronounced. This saw the company forfeit $52 million in SLR volume on the back of the CARES Act extension. This business was doing over $2 billion of student loan volume a quarter before the pandemic hit. The student loan business has been at less than 50% as lenders took on a more laid back approach to paying back their student loans since the initial moratorium was enacted via an executive order in March 2020.</p><p><blockquote>延长暂停期对2021财年收入的影响是显而易见的。由于《关怀法案》的延期,该公司损失了 5200 万美元的单反相机销量。在疫情爆发前的一个季度,这项业务的学生贷款量超过了 20 亿美元。自 2020 年 3 月通过行政命令颁布最初的暂停令以来,由于贷方采取了更悠闲的方式来偿还学生贷款,学生贷款业务一直不到 50%。</blockquote></p><p> Hence, and for the first time in almost two years, SoFi should have a significant tailwind in 2022 with SLR volumes picking up to aggregate with momentum in personal loan volume and its more competitive home loan product. The company expects its lending business to grow by about 25% annually over the next five fiscal years until 2026. Financial services is also expected to realize growth of about 150% annually until 2026 with Galileo seeing a 50% annual growth over the same time period.</p><p><blockquote>因此,近两年来,SoFi 将首次在 2022 年迎来显着的推动力,SLR 交易量将随着个人贷款交易量及其更具竞争力的住房贷款产品的势头而上升。该公司预计,在 2026 年之前的未来五个财年内,其贷款业务每年将增长约 25%。金融服务预计到 2026 年将实现约 150% 的年增长率,伽利略同期将实现 50% 的年增长率。</blockquote></p><p> The bank charter is the next phase of SoFi's growth as it would have a material effect on every facet of SoFi's businesses from SoFi Money and all their lending lines. Why?</p><p><blockquote>银行章程是SoFi发展的下一阶段,因为它将对SoFi Money及其所有贷款额度的SoFi业务的各个方面产生重大影响。为什么?</blockquote></p><p> <b>It's The Margins, Stupid</b></p><p><blockquote><b>是边缘,笨蛋</b></blockquote></p><p> At the core, owning a bank charter would allow SoFi to use their deposits, primarily from SoFi Money, to fund their own loans. Only banks are allowed to take FDIC-insured deposits from the public and have access to deposits as a source of funding. This would see the company replace its current comparatively costly financing agreements in place with a patchwork of third-party institutions. Operating as a chartered bank would provide access to the payments system operated by the Federal Reserve and access to wholesale funding such as the Federal Reserve discount window, Federal Home Loan Bank advances, and the federal funds market.</p><p><blockquote>从本质上讲,拥有银行章程将允许 SoFi 使用其存款(主要来自 SoFi Money)为自己的贷款提供资金。只有银行才被允许从公众那里接受 FDIC 保险的存款,并有权获得存款作为资金来源。这将使该公司用第三方机构的拼凑取代目前相对昂贵的融资协议。作为特许银行运营将提供对美联储运营的支付系统的访问,以及对美联储贴现窗口、联邦住房贷款银行预付款和联邦基金市场等批发资金的访问。</blockquote></p><p> Further, in some jurisdictions, corporate entities permitted to act as a trustee is sometimes limited to just banks and trust companies. Essentially, SoFi's customer deposits will be used as a reservoir of funds that can then be drawn on to make loans. This will have a double pronged effect of allowing SoFi to offer more competitive loan rates whilst reducing their cost of capital. It would reverberate across the company's one-stop platform model by simultaneously making all their services more competitive. This would help to extend the current multi-product platform moat and contribute heavily to the bullish story. The recent weakness in the company's stock price now means this salient catalyst is not at all priced in. The impact over the next five years on underlying revenue growth and profitability will be significant. It would help drive the company's 5-year plan to reach at least 10 million members as it builds out its value add for its core demographic of US households with annual income of $100,000 or more.</p><p><blockquote>此外,在某些司法管辖区,获准担任受托人的法人实体有时仅限于银行和信托公司。从本质上讲,SoFi 的客户存款将被用作资金库,然后可以用来发放贷款。这将产生双管齐下的效果,使 SoFi 能够提供更具竞争力的贷款利率,同时降低资本成本。这将在公司的一站式平台模式中产生影响,同时使他们的所有服务更具竞争力。这将有助于扩展当前的多产品平台护城河,并为看涨故事做出重大贡献。该公司股价最近的疲软意味着这一突出的催化剂根本没有被定价。未来五年对基本收入增长和盈利能力的影响将是重大的。这将有助于推动该公司的五年计划,即覆盖至少 1000 万会员,同时为年收入 10 万美元或以上的美国家庭核心人群创造附加值。</blockquote></p><p></p><p> From being the sole retail distributor of the Rivian IPO and the pending banking charter, SoFi is taking the steps necessary to differentiate itself and build out a moat to dominate the expected decade-long growth of digital financial products. The company has also raised a further $95 million from the cash redemption of its outstanding warrants, simplifying its share structure.</p><p><blockquote>从成为Rivian IPO和悬而未决的银行章程的唯一零售分销商,SoFi正在采取必要的措施来脱颖而出,并建立护城河,以主导数字金融产品预期的十年增长。该公司还通过现金赎回其未偿还认股权证又筹集了 9500 万美元,简化了其股权结构。</blockquote></p><p> <b>What Makes A Great Company And A Good Investment?</b></p><p><blockquote><b>是什么造就了一家伟大的公司和一项好的投资?</b></blockquote></p><p> Companies with a pertinent ability to grow their revenues while proportionally increasing profits have always performed well. It's positive to see SoFi taking the steps to secure long-term revenue growth runway and underlying profitability. It's two catalysts are salient as they would place SoFi on a path to compete even better in the fields it currently operates in. Hence, with just 9 trading days left of this year left, the end of year-tax loss selling short sell trade looks set to finally taper out.J.P. Morgan's Kolanovic notes that the selloff is likely due for a reversal.</p><p><blockquote>具有增加收入同时按比例增加利润的相关能力的公司总是表现良好。看到 SoFi 采取措施确保长期收入增长跑道和基本盈利能力是积极的。这两个催化剂非常突出,因为它们将使 SoFi 走上一条在其目前运营的领域更好地竞争的道路。因此,在今年只剩下 9 个交易日的情况下,年终税收损失卖空交易看起来最终将逐渐减少。摩根大通的科拉诺维奇指出,抛售可能会出现逆转。</blockquote></p><p> Bulls should not be complacent though as the broader economy could weaken if high inflation remains persistent and rising interest rates dampens consumer demand materially. I remain long and continue to buy on this weakness.</p><p><blockquote>不过,多头不应自满,因为如果高通胀持续存在,且利率上升严重抑制消费者需求,整体经济可能会走弱。我持有多头,并继续利用这一弱点买入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4476032-sofi-bulls-on-cusp-of-something-big\">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":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://seekingalpha.com/article/4476032-sofi-bulls-on-cusp-of-something-big","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108709960","content_text":"Summary\n\nThe risk clouding one of SoFi's main catalysts for next year seems to have been removed.\n2022 stands to be a big year as the convergence of several factors stands to see underlying competitiveness and profitability improve.\nIf SoFi's plans come to fruition, the value creation in the years ahead will be significant.\n\nPM Images/DigitalVision via Getty Images\nSoFi's (SOFI) bulls know they have two major catalysts to look forward to next year; the banking charter and the end of the student loan moratorium. The latter saw a pause on federal student loan payments and temporarily set the loan interest rate to 0%. In my last SoFi article, I flagged the potential extension of this as a salient risk shareholders need to be aware of. Not anymore. The White House has now categorically ruled out an extension and confirmed that repayments will begin from the start of February. Albeit with some comments on a \"smooth transition\" to repayments which will likely soften revenue recognition in the initial months.\nSoFi was founded in 2011 by four Stanford Graduate School of Business students who wanted to provide a more affordable option to classmates taking on expensive debt to fund their education. Hence, student loan refinancing remains a significant part of the overall revenue mix even as the company's business operations have since been developed to include other types of lending, financial services, and Galileo.\nSoFi Student Loan Refinancing Offer\nThe impact of the extension of the moratorium on fiscal 2021 revenue was pronounced. This saw the company forfeit $52 million in SLR volume on the back of the CARES Act extension. This business was doing over $2 billion of student loan volume a quarter before the pandemic hit. The student loan business has been at less than 50% as lenders took on a more laid back approach to paying back their student loans since the initial moratorium was enacted via an executive order in March 2020.\nHence, and for the first time in almost two years, SoFi should have a significant tailwind in 2022 with SLR volumes picking up to aggregate with momentum in personal loan volume and its more competitive home loan product. The company expects its lending business to grow by about 25% annually over the next five fiscal years until 2026. Financial services is also expected to realize growth of about 150% annually until 2026 with Galileo seeing a 50% annual growth over the same time period.\nThe bank charter is the next phase of SoFi's growth as it would have a material effect on every facet of SoFi's businesses from SoFi Money and all their lending lines. Why?\nIt's The Margins, Stupid\nAt the core, owning a bank charter would allow SoFi to use their deposits, primarily from SoFi Money, to fund their own loans. Only banks are allowed to take FDIC-insured deposits from the public and have access to deposits as a source of funding. This would see the company replace its current comparatively costly financing agreements in place with a patchwork of third-party institutions. Operating as a chartered bank would provide access to the payments system operated by the Federal Reserve and access to wholesale funding such as the Federal Reserve discount window, Federal Home Loan Bank advances, and the federal funds market.\nFurther, in some jurisdictions, corporate entities permitted to act as a trustee is sometimes limited to just banks and trust companies. Essentially, SoFi's customer deposits will be used as a reservoir of funds that can then be drawn on to make loans. This will have a double pronged effect of allowing SoFi to offer more competitive loan rates whilst reducing their cost of capital. It would reverberate across the company's one-stop platform model by simultaneously making all their services more competitive. This would help to extend the current multi-product platform moat and contribute heavily to the bullish story. The recent weakness in the company's stock price now means this salient catalyst is not at all priced in. The impact over the next five years on underlying revenue growth and profitability will be significant. It would help drive the company's 5-year plan to reach at least 10 million members as it builds out its value add for its core demographic of US households with annual income of $100,000 or more.\nFrom being the sole retail distributor of the Rivian IPO and the pending banking charter, SoFi is taking the steps necessary to differentiate itself and build out a moat to dominate the expected decade-long growth of digital financial products. The company has also raised a further $95 million from the cash redemption of its outstanding warrants, simplifying its share structure.\nWhat Makes A Great Company And A Good Investment?\nCompanies with a pertinent ability to grow their revenues while proportionally increasing profits have always performed well. It's positive to see SoFi taking the steps to secure long-term revenue growth runway and underlying profitability. It's two catalysts are salient as they would place SoFi on a path to compete even better in the fields it currently operates in. Hence, with just 9 trading days left of this year left, the end of year-tax loss selling short sell trade looks set to finally taper out.J.P. Morgan's Kolanovic notes that the selloff is likely due for a reversal.\nBulls should not be complacent though as the broader economy could weaken if high inflation remains persistent and rising interest rates dampens consumer demand materially. I remain long and continue to buy on this weakness.","news_type":1,"symbols_score_info":{"SOFI":0.9}},"isVote":1,"tweetType":1,"viewCount":3516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693919720,"gmtCreate":1639959812741,"gmtModify":1639959813187,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557823792637532","idStr":"3557823792637532"},"themes":[],"title":"","htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693919720","repostId":"1154958924","repostType":4,"repost":{"id":"1154958924","kind":"news","pubTimestamp":1639958978,"share":"https://www.laohunote.com/m/news/1154958924?lang=zh_CN&edition=full","pubTime":"2021-12-20 08:09","market":"sg","language":"en","title":"Singapore Stock Market May Give Up Support At 3,100 Points<blockquote>新加坡股市可能放弃3100点的支撑</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154958924","media":"RTTNews","summary":"The Singapore stock market has alternated between positive and negative finishes through the last fo","content":"<p>The Singapore stock market has alternated between positive and negative finishes through the last four trading days since the end of the two-day slide in which it had fallen more than 20 points or 0.7 percent. The Straits Times Index now sits just above the 3,110-point plateau and it may take further damage again on Monday.</p><p><blockquote>自连续两天下跌超过20点或0.7%以来,新加坡股市在过去四个交易日中交替出现正面和负面收盘。海峡时报指数目前位于 3,110 点平台上方,周一可能会再次遭受进一步损害。</blockquote></p><p> The global forecast for the Asian markets is soft on omicron coronavirus concerns and sinking oil prices. The European markets were mixed and the U.S. bourses were down and the Asian markets figure to split the difference.</p><p><blockquote>由于奥密克戎冠状病毒的担忧和油价下跌,亚洲市场的全球预测疲软。欧洲市场涨跌互现,美国股市下跌,亚洲市场平分秋色。</blockquote></p><p> The STI finished modestly lower on Friday following losses from the industrials and properties, while the financials came in mixed.</p><p><blockquote>受工业和房地产股下跌影响,STI 周五小幅收低,而金融股涨跌互现。</blockquote></p><p> For the day, the index lost 17.17 points or 0.55 percent to finish at the daily low of 3,111.63 after peaking at 3,134.99. Volume was 1.2 billion shares worth 1.5 billion Singapore dollars. There were 280 decliners and 188 gainers.</p><p><blockquote>当天,该指数下跌 17.17 点或 0.55%,在触及 3,134.99 点的峰值后,收于 3,111.63 点的日低点。成交量为12亿股,价值15亿新加坡元。下跌者280人,上涨者188人。</blockquote></p><p> Among the actives, CapitaLand Integrated Commercial Trust and Mapletree Commercial Trust both slumped 0.50 percent, while City Developments tanked 1.45 percent, Comfort DelGro lost 0.72 percent, Dairy Farm International slid 0.36 percent, DBS Group collected 0.34 percent, Genting Singapore fell 0.65 percent, Hongkong Land plummeted 2.07 percent, Keppel Corp and Venture Corporation both sank 0.97 percent, Mapletree Logistics Trust weakened 0.53 percent, Oversea-Chinese Banking Corporation eased 0.09 percent, SATS skidded 1.03 percent, SembCorp Industries plunged 1.49 percent, Singapore Airlines dropped 0.81 percent, Singapore Exchange tumbled 1.39 percent, Singapore Press Holdings added 0.43 percent, Singapore Technologies Engineering retreated 1.06 percent, SingTel stumbled 0.63 percent, Thai Beverage shed 0.75 percent, United Overseas Bank dipped 0.30 percent, Wilmar International declined 1.21 percent and Yangzijiang Shipbuilding and Ascendas REIT were unchanged.</p><p><blockquote>资产中,凯德综合商业信托和丰树商业信托均下跌 0.50%,城市发展下跌 1.45%,康德高下跌 0.72%,奶场国际下跌 0.36%,星展集团上涨 0.34%,云顶新加坡下跌 0.65%,香港置地暴跌 2.07%,吉宝公司和创业公司均下跌 0.97%,丰树物流信托疲软 0.53%,华侨银行下跌 0.09%,SATS 下跌 1.03%,胜科工业下跌 1.49%,新加坡航空公司下跌 0.81%,新加坡交易所下跌 1.39%,新加坡报业控股上涨 0.43%,新加坡科技工程下跌 1.06%,新加坡电信下跌 0.63%,泰国饮料下跌 0.75%</blockquote></p><p> The lead from Wall Street is negative as the major averages opened lower on a volatile Friday. The NASDAQ peeked briefly into the green but the markets all still finished in the red.</p><p><blockquote>华尔街的领先优势是负面的,因为主要股指在动荡的周五开盘走低。纳斯达克短暂地出现了绿色,但市场仍然全部以红色收盘。</blockquote></p><p> The Dow plunged 532.16 points or 1.48 percent to finish at 35,365.44, while the NASDAQ dipped 10.72 points or 0.07 percent to close at 15,169.68 and the S&P 500 sank 48.03 points or 1.03 percent to end at 4,620.64. For the week, the NASDAQ plunged 2.9 percent, the Dow lost 1.7 percent and the S&P was down 1.9 percent.</p><p><blockquote>道琼斯指数暴跌532.16点,跌幅1.48%,收于35365.44点;纳斯达克指数下跌10.72点,跌幅0.07%,收于15169.68点;标普500指数下跌48.03点,跌幅1.03%,收于4620.64点。本周,纳斯达克指数暴跌2.9%,道琼斯指数下跌1.7%,标准普尔指数下跌1.9%。</blockquote></p><p> The volatility on Wall Street came on a quadruple witching day, with stock options, index options, stock futures and index futures all expiring.</p><p><blockquote>华尔街的波动发生在四重魔法日,股票期权、指数期权、股票期货和指数期货都到期了。</blockquote></p><p> Concerns about the impact of the Omicron variant of the coronavirus also weighed on the markets along with worries about ongoing supply chain issues.</p><p><blockquote>对冠状病毒奥密克戎变种影响的担忧以及对持续供应链问题的担忧也给市场带来压力。</blockquote></p><p> Crude oil prices tumbled Friday on concerns for energy demand due to a rapid surge in Omicron variant of the coronavirus and reimposition of restrictions. West Texas Intermediate Crude oil futures for January sank $1.52 or 2.1 percent at $70.86 a barrel. WTI crude futures shed 1.1 percent in the week.</p><p><blockquote>由于冠状病毒奥密克戎变种迅速激增和重新实施限制,人们担心能源需求,原油价格周五暴跌。1月份西德克萨斯中质原油期货下跌1.52美元,跌幅2.1%,至每桶70.86美元。WTI原油期货本周下跌1.1%。</blockquote></p><p></p>","source":"lsy1626938412129","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stock Market May Give Up Support At 3,100 Points<blockquote>新加坡股市可能放弃3100点的支撑</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\">\nSingapore Stock Market May Give Up Support At 3,100 Points<blockquote>新加坡股市可能放弃3100点的支撑</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">RTTNews</strong><span class=\"h-time small\">2021-12-20 08:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Singapore stock market has alternated between positive and negative finishes through the last four trading days since the end of the two-day slide in which it had fallen more than 20 points or 0.7 percent. The Straits Times Index now sits just above the 3,110-point plateau and it may take further damage again on Monday.</p><p><blockquote>自连续两天下跌超过20点或0.7%以来,新加坡股市在过去四个交易日中交替出现正面和负面收盘。海峡时报指数目前位于 3,110 点平台上方,周一可能会再次遭受进一步损害。</blockquote></p><p> The global forecast for the Asian markets is soft on omicron coronavirus concerns and sinking oil prices. The European markets were mixed and the U.S. bourses were down and the Asian markets figure to split the difference.</p><p><blockquote>由于奥密克戎冠状病毒的担忧和油价下跌,亚洲市场的全球预测疲软。欧洲市场涨跌互现,美国股市下跌,亚洲市场平分秋色。</blockquote></p><p> The STI finished modestly lower on Friday following losses from the industrials and properties, while the financials came in mixed.</p><p><blockquote>受工业和房地产股下跌影响,STI 周五小幅收低,而金融股涨跌互现。</blockquote></p><p> For the day, the index lost 17.17 points or 0.55 percent to finish at the daily low of 3,111.63 after peaking at 3,134.99. Volume was 1.2 billion shares worth 1.5 billion Singapore dollars. There were 280 decliners and 188 gainers.</p><p><blockquote>当天,该指数下跌 17.17 点或 0.55%,在触及 3,134.99 点的峰值后,收于 3,111.63 点的日低点。成交量为12亿股,价值15亿新加坡元。下跌者280人,上涨者188人。</blockquote></p><p> Among the actives, CapitaLand Integrated Commercial Trust and Mapletree Commercial Trust both slumped 0.50 percent, while City Developments tanked 1.45 percent, Comfort DelGro lost 0.72 percent, Dairy Farm International slid 0.36 percent, DBS Group collected 0.34 percent, Genting Singapore fell 0.65 percent, Hongkong Land plummeted 2.07 percent, Keppel Corp and Venture Corporation both sank 0.97 percent, Mapletree Logistics Trust weakened 0.53 percent, Oversea-Chinese Banking Corporation eased 0.09 percent, SATS skidded 1.03 percent, SembCorp Industries plunged 1.49 percent, Singapore Airlines dropped 0.81 percent, Singapore Exchange tumbled 1.39 percent, Singapore Press Holdings added 0.43 percent, Singapore Technologies Engineering retreated 1.06 percent, SingTel stumbled 0.63 percent, Thai Beverage shed 0.75 percent, United Overseas Bank dipped 0.30 percent, Wilmar International declined 1.21 percent and Yangzijiang Shipbuilding and Ascendas REIT were unchanged.</p><p><blockquote>资产中,凯德综合商业信托和丰树商业信托均下跌 0.50%,城市发展下跌 1.45%,康德高下跌 0.72%,奶场国际下跌 0.36%,星展集团上涨 0.34%,云顶新加坡下跌 0.65%,香港置地暴跌 2.07%,吉宝公司和创业公司均下跌 0.97%,丰树物流信托疲软 0.53%,华侨银行下跌 0.09%,SATS 下跌 1.03%,胜科工业下跌 1.49%,新加坡航空公司下跌 0.81%,新加坡交易所下跌 1.39%,新加坡报业控股上涨 0.43%,新加坡科技工程下跌 1.06%,新加坡电信下跌 0.63%,泰国饮料下跌 0.75%</blockquote></p><p> The lead from Wall Street is negative as the major averages opened lower on a volatile Friday. The NASDAQ peeked briefly into the green but the markets all still finished in the red.</p><p><blockquote>华尔街的领先优势是负面的,因为主要股指在动荡的周五开盘走低。纳斯达克短暂地出现了绿色,但市场仍然全部以红色收盘。</blockquote></p><p> The Dow plunged 532.16 points or 1.48 percent to finish at 35,365.44, while the NASDAQ dipped 10.72 points or 0.07 percent to close at 15,169.68 and the S&P 500 sank 48.03 points or 1.03 percent to end at 4,620.64. For the week, the NASDAQ plunged 2.9 percent, the Dow lost 1.7 percent and the S&P was down 1.9 percent.</p><p><blockquote>道琼斯指数暴跌532.16点,跌幅1.48%,收于35365.44点;纳斯达克指数下跌10.72点,跌幅0.07%,收于15169.68点;标普500指数下跌48.03点,跌幅1.03%,收于4620.64点。本周,纳斯达克指数暴跌2.9%,道琼斯指数下跌1.7%,标准普尔指数下跌1.9%。</blockquote></p><p> The volatility on Wall Street came on a quadruple witching day, with stock options, index options, stock futures and index futures all expiring.</p><p><blockquote>华尔街的波动发生在四重魔法日,股票期权、指数期权、股票期货和指数期货都到期了。</blockquote></p><p> Concerns about the impact of the Omicron variant of the coronavirus also weighed on the markets along with worries about ongoing supply chain issues.</p><p><blockquote>对冠状病毒奥密克戎变种影响的担忧以及对持续供应链问题的担忧也给市场带来压力。</blockquote></p><p> Crude oil prices tumbled Friday on concerns for energy demand due to a rapid surge in Omicron variant of the coronavirus and reimposition of restrictions. West Texas Intermediate Crude oil futures for January sank $1.52 or 2.1 percent at $70.86 a barrel. WTI crude futures shed 1.1 percent in the week.</p><p><blockquote>由于冠状病毒奥密克戎变种迅速激增和重新实施限制,人们担心能源需求,原油价格周五暴跌。1月份西德克萨斯中质原油期货下跌1.52美元,跌幅2.1%,至每桶70.86美元。WTI原油期货本周下跌1.1%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.rttnews.com/3250329/singapore-stock-market-may-give-up-support-at-3100-points.aspx\">RTTNews</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3250329/singapore-stock-market-may-give-up-support-at-3100-points.aspx","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154958924","content_text":"The Singapore stock market has alternated between positive and negative finishes through the last four trading days since the end of the two-day slide in which it had fallen more than 20 points or 0.7 percent. The Straits Times Index now sits just above the 3,110-point plateau and it may take further damage again on Monday.\nThe global forecast for the Asian markets is soft on omicron coronavirus concerns and sinking oil prices. The European markets were mixed and the U.S. bourses were down and the Asian markets figure to split the difference.\nThe STI finished modestly lower on Friday following losses from the industrials and properties, while the financials came in mixed.\nFor the day, the index lost 17.17 points or 0.55 percent to finish at the daily low of 3,111.63 after peaking at 3,134.99. Volume was 1.2 billion shares worth 1.5 billion Singapore dollars. There were 280 decliners and 188 gainers.\nAmong the actives, CapitaLand Integrated Commercial Trust and Mapletree Commercial Trust both slumped 0.50 percent, while City Developments tanked 1.45 percent, Comfort DelGro lost 0.72 percent, Dairy Farm International slid 0.36 percent, DBS Group collected 0.34 percent, Genting Singapore fell 0.65 percent, Hongkong Land plummeted 2.07 percent, Keppel Corp and Venture Corporation both sank 0.97 percent, Mapletree Logistics Trust weakened 0.53 percent, Oversea-Chinese Banking Corporation eased 0.09 percent, SATS skidded 1.03 percent, SembCorp Industries plunged 1.49 percent, Singapore Airlines dropped 0.81 percent, Singapore Exchange tumbled 1.39 percent, Singapore Press Holdings added 0.43 percent, Singapore Technologies Engineering retreated 1.06 percent, SingTel stumbled 0.63 percent, Thai Beverage shed 0.75 percent, United Overseas Bank dipped 0.30 percent, Wilmar International declined 1.21 percent and Yangzijiang Shipbuilding and Ascendas REIT were unchanged.\nThe lead from Wall Street is negative as the major averages opened lower on a volatile Friday. The NASDAQ peeked briefly into the green but the markets all still finished in the red.\nThe Dow plunged 532.16 points or 1.48 percent to finish at 35,365.44, while the NASDAQ dipped 10.72 points or 0.07 percent to close at 15,169.68 and the S&P 500 sank 48.03 points or 1.03 percent to end at 4,620.64. For the week, the NASDAQ plunged 2.9 percent, the Dow lost 1.7 percent and the S&P was down 1.9 percent.\nThe volatility on Wall Street came on a quadruple witching day, with stock options, index options, stock futures and index futures all expiring.\nConcerns about the impact of the Omicron variant of the coronavirus also weighed on the markets along with worries about ongoing supply chain issues.\nCrude oil prices tumbled Friday on concerns for energy demand due to a rapid surge in Omicron variant of the coronavirus and reimposition of restrictions. West Texas Intermediate Crude oil futures for January sank $1.52 or 2.1 percent at $70.86 a barrel. WTI crude futures shed 1.1 percent in the week.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":4654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699539051,"gmtCreate":1639834215662,"gmtModify":1639834216119,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557823792637532","idStr":"3557823792637532"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699539051","repostId":"2192754259","repostType":4,"isVote":1,"tweetType":1,"viewCount":3304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699190549,"gmtCreate":1639753778787,"gmtModify":1639753814023,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557823792637532","idStr":"3557823792637532"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699190549","repostId":"2192597562","repostType":4,"isVote":1,"tweetType":1,"viewCount":3537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690026164,"gmtCreate":1639615141341,"gmtModify":1639615141843,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557823792637532","idStr":"3557823792637532"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690026164","repostId":"1181071895","repostType":4,"isVote":1,"tweetType":1,"viewCount":3429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607484949,"gmtCreate":1639579307177,"gmtModify":1639579307703,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557823792637532","idStr":"3557823792637532"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607484949","repostId":"1153017502","repostType":4,"repost":{"id":"1153017502","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":1639578803,"share":"https://www.laohunote.com/m/news/1153017502?lang=zh_CN&edition=full","pubTime":"2021-12-15 22:33","market":"us","language":"en","title":"U.S. stock market kicks off lackluster start on Fed decision day,S&P 500 gains 0.1%<blockquote>美联储决议日美国股市开局黯淡,标准普尔 500 指数上涨 0.1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153017502","media":"Tiger Newspress","summary":"U.S. stock market kicks off lackluster start on Fed decision day,Nasdaq Composite off less than 0.1%","content":"<p>U.S. stock market kicks off lackluster start on Fed decision day,Nasdaq Composite off less than 0.1%,S&P 500 gains 0.1%; Dow trades flat but hanging around a gain of 0.1%.</p><p><blockquote>美联储决议日美国股市开局平淡,纳斯达克综合指数下跌不到0.1%,标准普尔500指数上涨0.1%;道琼斯指数持平,但涨幅徘徊在 0.1% 左右。</blockquote></p><p> All eyes on Wednesday will be on the Federal Reserve's monetary policy statement and press conference by Federal Reserve Chair Jerome Powell. Many market participants expect these will set the stage for the Fed to speed the withdrawal of its crisis-era stimulus programs, with the firming economic recovery and soaring inflation suggesting the central bank has room for a more hawkish tilt to policy. Last week's Consumer Price Index showed thefastest surge in U.S. consumer prices since 1982on a year-over-year basis in November. And on Tuesday, the U.S. Producer Price Index jumped by the most on record at a 9.6% year-over-year increase for last month.</p><p><blockquote>周三所有的目光都将集中在美联储的货币政策声明和美联储主席杰罗姆·鲍威尔的新闻发布会上。许多市场参与者预计,这将为美联储加快撤回危机时期刺激计划创造条件,经济复苏的稳固和通胀飙升表明央行有空间采取更加鹰派的政策倾斜。上周的消费者价格指数显示,11 月份美国消费者价格出现自 1982 年以来最快的同比涨幅。周二,美国生产者价格指数上个月同比上涨9.6%,创有记录以来最大涨幅。</blockquote></p><p> Specifically, many investors anticipate the Fed will ramp up the rate of tapering of its asset-purchasing program, which took place at a rate of $120 billion per month in combined Treasuries and agency mortgage-backed securities from the start of the pandemic through November. Last month, the Fed began dialing back these purchases by $15 billion, and announced another $15 billion reduction for December.</p><p><blockquote>具体来说,许多投资者预计美联储将加快缩减资产购买计划的步伐,从疫情开始到 11 月,美国国债和机构抵押贷款支持证券的合并规模为每月 1200 亿美元。上个月,美联储开始将这些购买削减150亿美元,并宣布12月份再削减150亿美元。</blockquote></p><p> \"We don't think that the Fed is really going to have any surprises for the markets [Wednesday]. They're probably going to announce that they're going to ... accelerate tapering, and that they'll probably finish that by March. But we think that they're going to leave themselves lots flexibility around raising interest rates,\" Tracie McMillion, Wells Fargo Investment Institute head of global asset allocation strategy,told Yahoo Finance Live on Tuesday.She added she expects just one interest rate hike from the Federal Reserve in the second half of next year.</p><p><blockquote>“我们认为美联储(周三)不会真的给市场带来任何惊喜。他们可能会宣布他们将.....加速缩减规模,并且可能会在 3 月份完成缩减规模。但我们认为他们会在加息方面给自己留下很大的灵活性,”富国银行投资研究所全球资产配置策略主管特蕾西·麦克米利恩 (Tracie McMillion) 周二告诉雅虎财经直播。她补充说,她预计美联储明年下半年只会加息一次。</blockquote></p><p> Other pundits, however, expect an earlier liftoff on interest rates, which maybe be reflected in the Federal Open Market Committee's (FOMC) updated Summary of Economic Projections on Wednesday.</p><p><blockquote>然而,其他专家预计利率将提前上调,这可能会反映在联邦公开市场委员会(FOMC)周三更新的经济预测摘要中。</blockquote></p><p> \"The announcement of faster tapering after today's FOMC meeting is a done deal; we'd be astonished by anything other than a plan to complete asset purchases by the end of March at the latest,\" wrote Ian Shepherdson, chief economist at Pantheon Macroeconomics, in a note on Tuesday. He expects the Fed to stick to its prior plan of purchasing $90 billion in its asset-purchase program this month, before doubling the rate of tapering from its current $15 billion per month starting in January.</p><p><blockquote>万神殿宏观经济学首席经济学家伊恩·谢泼德森 (Ian Shepherdson) 写道:“今天的 FOMC 会议后宣布加快缩减规模是板上钉钉的事;除了最迟在 3 月底之前完成资产购买的计划之外,我们还会对任何事情感到惊讶。”周二的一份报告中。他预计美联储将坚持本月在资产购买计划中购买 900 亿美元的先前计划,然后从 1 月份开始将缩减规模的速度从目前的每月 150 亿美元增加一倍。</blockquote></p><p> \"That would mean purchases drop to $60 billion in January, $30 billion in February, and zero in March, leaving the door open to a rate hike that month if the inflation outlook has not improved, via a clear and sustained increase in the labor force participation rate,\" he added.</p><p><blockquote>“这意味着 1 月份购买量将降至 600 亿美元,2 月份降至 300 亿美元,3 月份降至零,如果通胀前景没有改善,则当月加息的大门敞开。劳动力参与率,”他补充道。</blockquote></p><p> A number of strategists noted the trading activity in recent sessions and weeks has reflected the market pricing of a more hawkish Fed. Software and other growth names were some of the biggest laggards in the major indexes during Tuesday's session.</p><p><blockquote>许多策略师指出,最近几个交易日和几周的交易活动反映了市场对美联储更加鹰派的定价。在周二的交易中,软件和其他成长型股票是主要指数中表现最差的股票。</blockquote></p><p> \"When you have an anticipation of higher interest rates, growth stocks or long-duration growth stocks certainly get hit the hardest,\" Art Hogan, national chief market strategist, told Yahoo Finance Live on Tuesday. \"When you do that net present value calculation with a higher interest rate, that implied multiple or ascribed multiple to growth names comes in. So a lot of that's been priced in. When you think about some of those real growth-y names and momentum names and risk assets, they've seen a lot of carnage.\"</p><p><blockquote>全国首席市场策略师阿特·霍根周二对雅虎财经直播表示:“当你预期利率会上升时,成长型股票或长期成长型股票肯定会受到最严重的打击。”“当你以较高的利率进行净现值计算时,就会出现增长型名称的隐含倍数或归属于增长型名称的倍数。因此,其中很多都已被定价。当你想到一些真正的增长型名称和动量名称和风险资产时,他们已经目睹了很多屠杀。”</blockquote></p><p> \"What the market is trying to tell us here is that when you set your asset allocation plan for next year, you want to have a barbell approach with growth on one side — you want to have those growth names that are actually valued at a multiple to earnings, not a multiple to revenues or a multiple to cash flows or a multiple to sales,\" he added. \"We anticipate 2022 is going to be very much like 2021, where you really want to have a balance between growth and value.\"</p><p><blockquote>“市场在这里试图告诉我们的是,当你制定明年的资产配置计划时,你希望采取杠铃法,一方面是增长——你希望那些实际估值为盈利倍数的成长型公司,而不是收入倍数、现金流倍数或销售额倍数,”他补充道。“我们预计 2022 年将与 2021 年非常相似,您确实希望在增长和价值之间取得平衡。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stock market kicks off lackluster start on Fed decision day,S&P 500 gains 0.1%<blockquote>美联储决议日美国股市开局黯淡,标准普尔 500 指数上涨 0.1%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stock market kicks off lackluster start on Fed decision day,S&P 500 gains 0.1%<blockquote>美联储决议日美国股市开局黯淡,标准普尔 500 指数上涨 0.1%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-15 22:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock market kicks off lackluster start on Fed decision day,Nasdaq Composite off less than 0.1%,S&P 500 gains 0.1%; Dow trades flat but hanging around a gain of 0.1%.</p><p><blockquote>美联储决议日美国股市开局平淡,纳斯达克综合指数下跌不到0.1%,标准普尔500指数上涨0.1%;道琼斯指数持平,但涨幅徘徊在 0.1% 左右。</blockquote></p><p> All eyes on Wednesday will be on the Federal Reserve's monetary policy statement and press conference by Federal Reserve Chair Jerome Powell. Many market participants expect these will set the stage for the Fed to speed the withdrawal of its crisis-era stimulus programs, with the firming economic recovery and soaring inflation suggesting the central bank has room for a more hawkish tilt to policy. Last week's Consumer Price Index showed thefastest surge in U.S. consumer prices since 1982on a year-over-year basis in November. And on Tuesday, the U.S. Producer Price Index jumped by the most on record at a 9.6% year-over-year increase for last month.</p><p><blockquote>周三所有的目光都将集中在美联储的货币政策声明和美联储主席杰罗姆·鲍威尔的新闻发布会上。许多市场参与者预计,这将为美联储加快撤回危机时期刺激计划创造条件,经济复苏的稳固和通胀飙升表明央行有空间采取更加鹰派的政策倾斜。上周的消费者价格指数显示,11 月份美国消费者价格出现自 1982 年以来最快的同比涨幅。周二,美国生产者价格指数上个月同比上涨9.6%,创有记录以来最大涨幅。</blockquote></p><p> Specifically, many investors anticipate the Fed will ramp up the rate of tapering of its asset-purchasing program, which took place at a rate of $120 billion per month in combined Treasuries and agency mortgage-backed securities from the start of the pandemic through November. Last month, the Fed began dialing back these purchases by $15 billion, and announced another $15 billion reduction for December.</p><p><blockquote>具体来说,许多投资者预计美联储将加快缩减资产购买计划的步伐,从疫情开始到 11 月,美国国债和机构抵押贷款支持证券的合并规模为每月 1200 亿美元。上个月,美联储开始将这些购买削减150亿美元,并宣布12月份再削减150亿美元。</blockquote></p><p> \"We don't think that the Fed is really going to have any surprises for the markets [Wednesday]. They're probably going to announce that they're going to ... accelerate tapering, and that they'll probably finish that by March. But we think that they're going to leave themselves lots flexibility around raising interest rates,\" Tracie McMillion, Wells Fargo Investment Institute head of global asset allocation strategy,told Yahoo Finance Live on Tuesday.She added she expects just one interest rate hike from the Federal Reserve in the second half of next year.</p><p><blockquote>“我们认为美联储(周三)不会真的给市场带来任何惊喜。他们可能会宣布他们将.....加速缩减规模,并且可能会在 3 月份完成缩减规模。但我们认为他们会在加息方面给自己留下很大的灵活性,”富国银行投资研究所全球资产配置策略主管特蕾西·麦克米利恩 (Tracie McMillion) 周二告诉雅虎财经直播。她补充说,她预计美联储明年下半年只会加息一次。</blockquote></p><p> Other pundits, however, expect an earlier liftoff on interest rates, which maybe be reflected in the Federal Open Market Committee's (FOMC) updated Summary of Economic Projections on Wednesday.</p><p><blockquote>然而,其他专家预计利率将提前上调,这可能会反映在联邦公开市场委员会(FOMC)周三更新的经济预测摘要中。</blockquote></p><p> \"The announcement of faster tapering after today's FOMC meeting is a done deal; we'd be astonished by anything other than a plan to complete asset purchases by the end of March at the latest,\" wrote Ian Shepherdson, chief economist at Pantheon Macroeconomics, in a note on Tuesday. He expects the Fed to stick to its prior plan of purchasing $90 billion in its asset-purchase program this month, before doubling the rate of tapering from its current $15 billion per month starting in January.</p><p><blockquote>万神殿宏观经济学首席经济学家伊恩·谢泼德森 (Ian Shepherdson) 写道:“今天的 FOMC 会议后宣布加快缩减规模是板上钉钉的事;除了最迟在 3 月底之前完成资产购买的计划之外,我们还会对任何事情感到惊讶。”周二的一份报告中。他预计美联储将坚持本月在资产购买计划中购买 900 亿美元的先前计划,然后从 1 月份开始将缩减规模的速度从目前的每月 150 亿美元增加一倍。</blockquote></p><p> \"That would mean purchases drop to $60 billion in January, $30 billion in February, and zero in March, leaving the door open to a rate hike that month if the inflation outlook has not improved, via a clear and sustained increase in the labor force participation rate,\" he added.</p><p><blockquote>“这意味着 1 月份购买量将降至 600 亿美元,2 月份降至 300 亿美元,3 月份降至零,如果通胀前景没有改善,则当月加息的大门敞开。劳动力参与率,”他补充道。</blockquote></p><p> A number of strategists noted the trading activity in recent sessions and weeks has reflected the market pricing of a more hawkish Fed. Software and other growth names were some of the biggest laggards in the major indexes during Tuesday's session.</p><p><blockquote>许多策略师指出,最近几个交易日和几周的交易活动反映了市场对美联储更加鹰派的定价。在周二的交易中,软件和其他成长型股票是主要指数中表现最差的股票。</blockquote></p><p> \"When you have an anticipation of higher interest rates, growth stocks or long-duration growth stocks certainly get hit the hardest,\" Art Hogan, national chief market strategist, told Yahoo Finance Live on Tuesday. \"When you do that net present value calculation with a higher interest rate, that implied multiple or ascribed multiple to growth names comes in. So a lot of that's been priced in. When you think about some of those real growth-y names and momentum names and risk assets, they've seen a lot of carnage.\"</p><p><blockquote>全国首席市场策略师阿特·霍根周二对雅虎财经直播表示:“当你预期利率会上升时,成长型股票或长期成长型股票肯定会受到最严重的打击。”“当你以较高的利率进行净现值计算时,就会出现增长型名称的隐含倍数或归属于增长型名称的倍数。因此,其中很多都已被定价。当你想到一些真正的增长型名称和动量名称和风险资产时,他们已经目睹了很多屠杀。”</blockquote></p><p> \"What the market is trying to tell us here is that when you set your asset allocation plan for next year, you want to have a barbell approach with growth on one side — you want to have those growth names that are actually valued at a multiple to earnings, not a multiple to revenues or a multiple to cash flows or a multiple to sales,\" he added. \"We anticipate 2022 is going to be very much like 2021, where you really want to have a balance between growth and value.\"</p><p><blockquote>“市场在这里试图告诉我们的是,当你制定明年的资产配置计划时,你希望采取杠铃法,一方面是增长——你希望那些实际估值为盈利倍数的成长型公司,而不是收入倍数、现金流倍数或销售额倍数,”他补充道。“我们预计 2022 年将与 2021 年非常相似,您确实希望在增长和价值之间取得平衡。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153017502","content_text":"U.S. stock market kicks off lackluster start on Fed decision day,Nasdaq Composite off less than 0.1%,S&P 500 gains 0.1%; Dow trades flat but hanging around a gain of 0.1%.\nAll eyes on Wednesday will be on the Federal Reserve's monetary policy statement and press conference by Federal Reserve Chair Jerome Powell. Many market participants expect these will set the stage for the Fed to speed the withdrawal of its crisis-era stimulus programs, with the firming economic recovery and soaring inflation suggesting the central bank has room for a more hawkish tilt to policy. Last week's Consumer Price Index showed thefastest surge in U.S. consumer prices since 1982on a year-over-year basis in November. And on Tuesday, the U.S. Producer Price Index jumped by the most on record at a 9.6% year-over-year increase for last month.\nSpecifically, many investors anticipate the Fed will ramp up the rate of tapering of its asset-purchasing program, which took place at a rate of $120 billion per month in combined Treasuries and agency mortgage-backed securities from the start of the pandemic through November. Last month, the Fed began dialing back these purchases by $15 billion, and announced another $15 billion reduction for December.\n\"We don't think that the Fed is really going to have any surprises for the markets [Wednesday]. They're probably going to announce that they're going to ... accelerate tapering, and that they'll probably finish that by March. But we think that they're going to leave themselves lots flexibility around raising interest rates,\" Tracie McMillion, Wells Fargo Investment Institute head of global asset allocation strategy,told Yahoo Finance Live on Tuesday.She added she expects just one interest rate hike from the Federal Reserve in the second half of next year.\nOther pundits, however, expect an earlier liftoff on interest rates, which maybe be reflected in the Federal Open Market Committee's (FOMC) updated Summary of Economic Projections on Wednesday.\n\"The announcement of faster tapering after today's FOMC meeting is a done deal; we'd be astonished by anything other than a plan to complete asset purchases by the end of March at the latest,\" wrote Ian Shepherdson, chief economist at Pantheon Macroeconomics, in a note on Tuesday. He expects the Fed to stick to its prior plan of purchasing $90 billion in its asset-purchase program this month, before doubling the rate of tapering from its current $15 billion per month starting in January.\n\"That would mean purchases drop to $60 billion in January, $30 billion in February, and zero in March, leaving the door open to a rate hike that month if the inflation outlook has not improved, via a clear and sustained increase in the labor force participation rate,\" he added.\nA number of strategists noted the trading activity in recent sessions and weeks has reflected the market pricing of a more hawkish Fed. Software and other growth names were some of the biggest laggards in the major indexes during Tuesday's session.\n\"When you have an anticipation of higher interest rates, growth stocks or long-duration growth stocks certainly get hit the hardest,\" Art Hogan, national chief market strategist, told Yahoo Finance Live on Tuesday. \"When you do that net present value calculation with a higher interest rate, that implied multiple or ascribed multiple to growth names comes in. So a lot of that's been priced in. When you think about some of those real growth-y names and momentum names and risk assets, they've seen a lot of carnage.\"\n\"What the market is trying to tell us here is that when you set your asset allocation plan for next year, you want to have a barbell approach with growth on one side — you want to have those growth names that are actually valued at a multiple to earnings, not a multiple to revenues or a multiple to cash flows or a multiple to sales,\" he added. \"We anticipate 2022 is going to be very much like 2021, where you really want to have a balance between growth and value.\"","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":4050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604791312,"gmtCreate":1639444078683,"gmtModify":1639444079129,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557823792637532","idStr":"3557823792637532"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604791312","repostId":"1113010542","repostType":4,"repost":{"id":"1113010542","kind":"news","pubTimestamp":1639442922,"share":"https://www.laohunote.com/m/news/1113010542?lang=zh_CN&edition=full","pubTime":"2021-12-14 08:48","market":"us","language":"en","title":"AAPL Stock Price Predictions: Why One Analyst Just Set a Street-High Target for Apple<blockquote>AAPL 股价预测:为什么一位分析师刚刚为苹果设定了高于街道的目标</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113010542","media":"investor place","summary":"Tech titan Apple (NASDAQ:AAPL) has reason for celebration today after investment bank J.P. Morgan up","content":"<p><div> Tech titan Apple (NASDAQ:AAPL) has reason for celebration today after investment bank J.P. Morgan upgraded its outlook on the company. Analysts at the bank raised the price target of AAPL stock to $...</p><p><blockquote><div>在投资银行摩根大通上调对科技巨头苹果(纳斯达克股票代码:AAPL)的展望后,今天有理由庆祝。该银行分析师将 AAPL 股票的目标价上调至美元……</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/aapl-stock-price-predictions-why-one-analyst-just-set-a-street-high-target-for-apple/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/aapl-stock-price-predictions-why-one-analyst-just-set-a-street-high-target-for-apple/\">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>AAPL Stock Price Predictions: Why One Analyst Just Set a Street-High Target for Apple<blockquote>AAPL 股价预测:为什么一位分析师刚刚为苹果设定了高于街道的目标</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\">\nAAPL Stock Price Predictions: Why One Analyst Just Set a Street-High Target for Apple<blockquote>AAPL 股价预测:为什么一位分析师刚刚为苹果设定了高于街道的目标</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investor place</strong><span class=\"h-time small\">2021-12-14 08:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Tech titan Apple (NASDAQ:AAPL) has reason for celebration today after investment bank J.P. Morgan upgraded its outlook on the company. Analysts at the bank raised the price target of AAPL stock to $...</p><p><blockquote><div>在投资银行摩根大通上调对科技巨头苹果(纳斯达克股票代码:AAPL)的展望后,今天有理由庆祝。该银行分析师将 AAPL 股票的目标价上调至美元……</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/aapl-stock-price-predictions-why-one-analyst-just-set-a-street-high-target-for-apple/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/aapl-stock-price-predictions-why-one-analyst-just-set-a-street-high-target-for-apple/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2021/12/aapl-stock-price-predictions-why-one-analyst-just-set-a-street-high-target-for-apple/\">investor place</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://investorplace.com/2021/12/aapl-stock-price-predictions-why-one-analyst-just-set-a-street-high-target-for-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113010542","content_text":"Tech titan Apple (NASDAQ:AAPL) has reason for celebration today after investment bank J.P. Morgan upgraded its outlook on the company. Analysts at the bank raised the price target of AAPL stock to $210 from its previous $180 target. J.P. Morgan isn’t the only one making bullish claims for Apple as of late, either. Morgan Stanley followed suit earlier this month, raising its price target to $200 per share. With that said, let’s take a look at other AAPL stock price predictions.\nApple is apparently developing two new projects that have markets talking: autonomous vehicles and virtual reality (VR). These are a big part of Morgan Stanley’s renewed confidence in the company. Reasonably so.\n\nMorgan Stanley analysts spoke to more than 40 venture capitalists, who emphasized the impact Apple has on product adoption. Areas like VR are still functionally in their infancy. A premium, vertically integrated brand like Apple vouching for its legitimacy could bolster overall interest dramatically.\n\nThere has also been a change of fortune as it pertains to the iPhone 13. While it largely underperformed early in the year, sales can be expected to rebound amid news of lessening supply constraints. J.P. Morgan also cited the launch of a new 5G iPhone SE, which some predict will launch early next year.\n\nThere’s plenty to write home about for Apple fans around the world. With Apple currently sitting at $175.57, what do the experts think about Apple’s upside potential? Let’s take a look.\n\nAAPL Stock Price Predictions: How High Can Apple Climb?\nAccording to CNN Business, Apple is just about where it should be. Based on the 12-month forecast of 37 analysts, the median price target is $175.\nWalletInvestor sees Apple moving up in the immediate, short and long terms. It has a two-week target of $191.22, a one-year forecast of $219.17 and a five-year prediction of $387.52. Indeed, the platform is indisputably bullish on the company.\nGov Capital has even higher expectations for AAPL. It set a one-year forecast of $259.94 and a five-year forecast of $726.04","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605227553,"gmtCreate":1639183419930,"gmtModify":1639183420368,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557823792637532","idStr":"3557823792637532"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605227553","repostId":"2190296066","repostType":4,"isVote":1,"tweetType":1,"viewCount":4549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605024406,"gmtCreate":1639095447402,"gmtModify":1639095447828,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557823792637532","idStr":"3557823792637532"},"themes":[],"title":"","htmlText":"haha","listText":"haha","text":"haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605024406","repostId":"1113743057","repostType":4,"isVote":1,"tweetType":1,"viewCount":3537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602844964,"gmtCreate":1639010019005,"gmtModify":1639010019436,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557823792637532","idStr":"3557823792637532"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602844964","repostId":"2190693698","repostType":4,"isVote":1,"tweetType":1,"viewCount":4065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606131290,"gmtCreate":1638841238740,"gmtModify":1638841340439,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557823792637532","idStr":"3557823792637532"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606131290","repostId":"1185587293","repostType":4,"repost":{"id":"1185587293","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":1638840303,"share":"https://www.laohunote.com/m/news/1185587293?lang=zh_CN&edition=full","pubTime":"2021-12-07 09:25","market":"us","language":"en","title":"Alibaba shares rose 8.25% in Hong Kong market<blockquote>阿里巴巴-SW股价在香港市场上涨8.25%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185587293","media":"Tiger Newspress","summary":"Alibaba shares rose 8.25% in Hong Kong market as the stock rose 10.4% in US market.","content":"<p>Alibaba shares rose 8.25% in Hong Kong market as the stock rose 10.4% in US market.<img src=\"https://static.tigerbbs.com/e9062405760a61371ddc11ee9b5f5cb6\" tg-width=\"717\" tg-height=\"612\" referrerpolicy=\"no-referrer\"></p><p><blockquote>阿里巴巴-SW股价在香港市场上涨8.25%,美国市场上涨10.4%。</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>Alibaba shares rose 8.25% in Hong Kong market<blockquote>阿里巴巴-SW股价在香港市场上涨8.25%</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\">\nAlibaba shares rose 8.25% in Hong Kong market<blockquote>阿里巴巴-SW股价在香港市场上涨8.25%</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\">2021-12-07 09:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Alibaba shares rose 8.25% in Hong Kong market as the stock rose 10.4% in US market.<img src=\"https://static.tigerbbs.com/e9062405760a61371ddc11ee9b5f5cb6\" tg-width=\"717\" tg-height=\"612\" referrerpolicy=\"no-referrer\"></p><p><blockquote>阿里巴巴-SW股价在香港市场上涨8.25%,美国市场上涨10.4%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185587293","content_text":"Alibaba shares rose 8.25% in Hong Kong market as the stock rose 10.4% in US market.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608665485,"gmtCreate":1638716777259,"gmtModify":1638716777448,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557823792637532","idStr":"3557823792637532"},"themes":[],"title":"","htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608665485","repostId":"2188057871","repostType":4,"isVote":1,"tweetType":1,"viewCount":1077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601334132,"gmtCreate":1638490611323,"gmtModify":1638490611526,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557823792637532","idStr":"3557823792637532"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601334132","repostId":"1115734787","repostType":4,"repost":{"id":"1115734787","kind":"news","pubTimestamp":1638489648,"share":"https://www.laohunote.com/m/news/1115734787?lang=zh_CN&edition=full","pubTime":"2021-12-03 08:00","market":"us","language":"en","title":"Smartsheet Shares Up 15% After 3Q Results<blockquote>第三季度业绩公布后,Smartsheet 股价上涨 15%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115734787","media":"Marketwatch","summary":"Shares of Smartsheet Inc. were trading higher in Thursday's after-hours session, following the relea","content":"<p>Shares of Smartsheet Inc. were trading higher in Thursday's after-hours session, following the release of third-quarter financial results which showed revenue rising 46% from the year-ago period.</p><p><blockquote>在发布第三季度财务业绩后,Smartsheet Inc. 的股价在周四盘后交易中走高,该业绩显示收入比去年同期增长了 46%。</blockquote></p><p> At 5:44 p.m. ET, shares were trading 17% higher at $71.60. Volume at the time topped 485,000 shares.</p><p><blockquote>下午 5:44美国东部时间,股价上涨 17%,至 71.60 美元。当时的交易量超过 485,000 股。</blockquote></p><p> The stock finished the day's regular-trading session with a 2.8% gain, closing at $61.16.</p><p><blockquote>该股在当天的常规交易时段结束时上涨 2.8%,收于 61.16 美元。</blockquote></p><p> After the bell, Smartsheet reported a third-quarter loss per share of 29 cents on revenue of $144.6 million. In the year-ago period, the company had a loss per share of 26 cents on revenue of $98.9 million.</p><p><blockquote>盘后,Smartsheet 公布第三季度每股亏损 29 美分,营收为 1.446 亿美元。去年同期,该公司每股亏损 26 美分,营收为 9,890 万美元。</blockquote></p><p> For the fourth quarter, the collaboration and work management software company said it expects revenue to be $151 million to $152 million.</p><p><blockquote>这家协作和工作管理软件公司表示,第四季度的收入预计为 1.51 亿至 1.52 亿美元。</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>Smartsheet Shares Up 15% After 3Q Results<blockquote>第三季度业绩公布后,Smartsheet 股价上涨 15%</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\">\nSmartsheet Shares Up 15% After 3Q Results<blockquote>第三季度业绩公布后,Smartsheet 股价上涨 15%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Marketwatch</strong><span class=\"h-time small\">2021-12-03 08:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Shares of Smartsheet Inc. were trading higher in Thursday's after-hours session, following the release of third-quarter financial results which showed revenue rising 46% from the year-ago period.</p><p><blockquote>在发布第三季度财务业绩后,Smartsheet Inc. 的股价在周四盘后交易中走高,该业绩显示收入比去年同期增长了 46%。</blockquote></p><p> At 5:44 p.m. ET, shares were trading 17% higher at $71.60. Volume at the time topped 485,000 shares.</p><p><blockquote>下午 5:44美国东部时间,股价上涨 17%,至 71.60 美元。当时的交易量超过 485,000 股。</blockquote></p><p> The stock finished the day's regular-trading session with a 2.8% gain, closing at $61.16.</p><p><blockquote>该股在当天的常规交易时段结束时上涨 2.8%,收于 61.16 美元。</blockquote></p><p> After the bell, Smartsheet reported a third-quarter loss per share of 29 cents on revenue of $144.6 million. In the year-ago period, the company had a loss per share of 26 cents on revenue of $98.9 million.</p><p><blockquote>盘后,Smartsheet 公布第三季度每股亏损 29 美分,营收为 1.446 亿美元。去年同期,该公司每股亏损 26 美分,营收为 9,890 万美元。</blockquote></p><p> For the fourth quarter, the collaboration and work management software company said it expects revenue to be $151 million to $152 million.</p><p><blockquote>这家协作和工作管理软件公司表示,第四季度的收入预计为 1.51 亿至 1.52 亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/smartsheet-shares-up-15-after-3q-results-271638485703\">Marketwatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/smartsheet-shares-up-15-after-3q-results-271638485703","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1115734787","content_text":"Shares of Smartsheet Inc. were trading higher in Thursday's after-hours session, following the release of third-quarter financial results which showed revenue rising 46% from the year-ago period.\nAt 5:44 p.m. ET, shares were trading 17% higher at $71.60. Volume at the time topped 485,000 shares.\nThe stock finished the day's regular-trading session with a 2.8% gain, closing at $61.16.\nAfter the bell, Smartsheet reported a third-quarter loss per share of 29 cents on revenue of $144.6 million. In the year-ago period, the company had a loss per share of 26 cents on revenue of $98.9 million.\nFor the fourth quarter, the collaboration and work management software company said it expects revenue to be $151 million to $152 million.","news_type":1,"symbols_score_info":{"SMAR":0.9}},"isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603636228,"gmtCreate":1638404268466,"gmtModify":1638404269108,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557823792637532","idStr":"3557823792637532"},"themes":[],"title":"","htmlText":"great","listText":"great","text":"great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603636228","repostId":"2188949564","repostType":4,"isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609940359,"gmtCreate":1638234201013,"gmtModify":1638234201686,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557823792637532","idStr":"3557823792637532"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609940359","repostId":"2187306464","repostType":4,"isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600634334,"gmtCreate":1638145876424,"gmtModify":1638145876615,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557823792637532","idStr":"3557823792637532"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600634334","repostId":"1147238879","repostType":4,"repost":{"id":"1147238879","kind":"news","pubTimestamp":1638145523,"share":"https://www.laohunote.com/m/news/1147238879?lang=zh_CN&edition=full","pubTime":"2021-11-29 08:25","market":"us","language":"en","title":"Amazon Dominates Holiday Price War, Causes Retail Ripple Effect<blockquote>亚马逊主导假日价格战,引发零售连锁反应</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147238879","media":"Benzinga","summary":"The holiday shopping season is in full swing, although many customers are finding higher prices on ","content":"<p><div> The holiday shopping season is in full swing, although many customers are finding higher prices on products in the market. They're also witnessing an ongoing price warbetween various retail giants. ...</p><p><blockquote><div>假日购物季节正在如火如荼地进行,尽管许多顾客发现市场上的产品价格更高。他们还目睹了各种零售巨头之间正在进行的价格战。...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/11/24321958/amazon-dominates-holiday-price-war-causes-retail-ripple-effect\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24321958/amazon-dominates-holiday-price-war-causes-retail-ripple-effect\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Dominates Holiday Price War, Causes Retail Ripple Effect<blockquote>亚马逊主导假日价格战,引发零售连锁反应</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Dominates Holiday Price War, Causes Retail Ripple Effect<blockquote>亚马逊主导假日价格战,引发零售连锁反应</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-29 08:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The holiday shopping season is in full swing, although many customers are finding higher prices on products in the market. They're also witnessing an ongoing price warbetween various retail giants. ...</p><p><blockquote><div>假日购物季节正在如火如荼地进行,尽管许多顾客发现市场上的产品价格更高。他们还目睹了各种零售巨头之间正在进行的价格战。...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/11/24321958/amazon-dominates-holiday-price-war-causes-retail-ripple-effect\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24321958/amazon-dominates-holiday-price-war-causes-retail-ripple-effect\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/news/21/11/24321958/amazon-dominates-holiday-price-war-causes-retail-ripple-effect\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.benzinga.com/news/21/11/24321958/amazon-dominates-holiday-price-war-causes-retail-ripple-effect","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147238879","content_text":"The holiday shopping season is in full swing, although many customers are finding higher prices on products in the market. They're also witnessing an ongoing price warbetween various retail giants.\nAccording to the data analytics company Profitero,Amazon.com, Inc is the first retail firm to increase its prices.\nProfitero tracks almost 20,000 popular items in the online retailsector. It finds that Amazon’s prices on those products increased by 7.5 percent last month compared with October 2020.\nWalmart Inc’s prices grew by 3.1 percent during that period, and Target Corporation raised prices by 3.6 percent.\nHowever, even with the price increases on Amazon, Profitero found that Walmart’s prices on the 20,000 items are 4 percent higher than Amazon’s prices, and Target’s prices are 15 percent higher.\nAccording to Harvard Business School economist Albert Cavallo, Amazon plays a major role in influencing prices across the web.\n“Online competition is a force for price uniformity, and therefore also inflation equalization. And as retailers get better at bringing online pricing, with its frequent swings, to their physical stores, the Amazon Effect becomes an even greater force,” the Washington Post quoted Cavallo saying.\nRetailers are facing a post pandemic supply-chain crunch, affecting sellers worldwide, amplified by the domestic labor shortage and related costs.\nAmazon plans to spend $4 billion to attract seasonal workers in the fourth quarter, with the goal of hiring 15,000 workers during the busy holiday period.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600324043,"gmtCreate":1638071948377,"gmtModify":1638071948568,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557823792637532","idStr":"3557823792637532"},"themes":[],"title":"","htmlText":"yalo","listText":"yalo","text":"yalo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600324043","repostId":"2186328507","repostType":4,"isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600033135,"gmtCreate":1638000472902,"gmtModify":1638000473093,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557823792637532","idStr":"3557823792637532"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600033135","repostId":"1137622508","repostType":4,"isVote":1,"tweetType":1,"viewCount":1282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877105617,"gmtCreate":1637894379327,"gmtModify":1637894379515,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557823792637532","idStr":"3557823792637532"},"themes":[],"title":"","htmlText":"lets see","listText":"lets see","text":"lets see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877105617","repostId":"1143141710","repostType":4,"isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874518882,"gmtCreate":1637800792592,"gmtModify":1637800792763,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557823792637532","idStr":"3557823792637532"},"themes":[],"title":"","htmlText":"whats next?","listText":"whats next?","text":"whats next?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874518882","repostId":"1155346501","repostType":4,"isVote":1,"tweetType":1,"viewCount":1349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":827139715,"gmtCreate":1634431433264,"gmtModify":1634431433924,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557823792637532","authorIdStr":"3557823792637532"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/827139715","repostId":"1180900172","repostType":4,"repost":{"id":"1180900172","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":1634309275,"share":"https://www.laohunote.com/m/news/1180900172?lang=zh_CN&edition=full","pubTime":"2021-10-15 22:47","market":"us","language":"en","title":"Amazon stock rose 1.5% in morning trading<blockquote>亚马逊股价早盘上涨 1.5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180900172","media":"Tiger Newspress","summary":"Amazon stock rose 1.5% in morning trading after challenging record $865 million EU data-protection f","content":"<p>Amazon stock rose 1.5% in morning trading after challenging record $865 million EU data-protection fine.</p><p><blockquote>亚马逊股价在挑战创纪录的 8.65 亿美元欧盟数据保护罚款后,早盘交易中上涨 1.5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3a033875d6b1950d9ce2adfbd5b39d06\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Amazon.com Inc. appealed a record 746 million-euro ($865 million) penalty for allegedly violating the European Union’s tough data-protection rules.</p><p><blockquote>亚马逊公司因涉嫌违反欧盟严格的数据保护规则而被处以创纪录的 7.46 亿欧元(约合 8.65 亿美元)罚款。</blockquote></p><p> The appeal was filed at the Luxembourg Administrative Tribunal on Friday, according to Luxembourg court spokesman Henri Eippers.</p><p><blockquote>据卢森堡法院发言人亨利·艾珀斯称,上诉于周五提交给卢森堡行政法庭。</blockquote></p><p> The challenge comes after CNPD, Luxembourg’s data protection regulator, where Amazon has its EU base,slapped the U.S. tech giant with the fine in July.</p><p><blockquote>亚马逊欧盟基地所在地卢森堡的数据保护监管机构 CNPD 于 7 月对这家美国科技巨头处以罚款。</blockquote></p><p> The regulator ruled that Amazon violated the bloc’s General Data Protection Regulation, or GDPR, through its processing of users’ personal data. The decision was triggered by a 2018 complaint from French privacy rights group La Quadrature du Net.</p><p><blockquote>监管机构裁定,亚马逊处理用户个人数据的行为违反了欧盟的一般数据保护条例(GDPR)。这一决定是由法国隐私权组织La Quadrature du Net 2018年的投诉引发的。</blockquote></p><p> The world’s biggest online retailer has drawn scrutiny in recent years for the vast trove of data it has amassed on a range of customers and partners, including independent merchants who sell on its retail marketplace, users of its Alexa digital assistant, and shoppers whose browsing and purchase history inform what Amazon shows them on its website.</p><p><blockquote>近年来,这家全球最大的在线零售商因其在一系列客户和合作伙伴上积累的大量数据而备受关注,这些客户和合作伙伴包括在其零售市场上销售的独立商家、其 Alexa 数字助理的用户,以及其浏览和购买历史记录会影响亚马逊在其网站上显示的内容的购物者。</blockquote></p><p> Amazon declined to comment on the appeal, but referred to a previous statement in July that “there has been no data breach, and no customer data has been exposed to any third party.”</p><p><blockquote>亚马逊拒绝就这一上诉发表评论,但提到了之前在 7 月份的一份声明,即 “没有发生数据泄露,也没有客户数据暴露给任何第三方”。</blockquote></p><p> Amazon previously said it “strongly” disagreed with the Luxembourg authority’s findings.</p><p><blockquote>亚马逊此前表示,它 “强烈 ”不同意卢森堡当局的调查结果。</blockquote></p><p> The company says it collects data to improve the customer experience, and sets guidelines governing what employees can do with it. Some lawmakers and regulators have raised concerns that the company has used what it knows to give itself an unfair advantage in the marketplace.</p><p><blockquote>该公司表示,它收集数据是为了改善客户体验,并制定指导方针来管理员工可以如何使用这些数据。一些立法者和监管机构担心该公司利用其所知道的在市场上给自己带来不公平的优势。</blockquote></p><p> EU data protection regulators’ powers have increased significantly since the bloc’s GDPR rules took effect in May 2018. The law allows watchdogs to levy fines of as much as 4% of a company’s annual global sales.</p><p><blockquote>自2018年5月欧盟GDPR规则生效以来,欧盟数据保护监管机构的权力大幅增加。法律允许监管机构处以高达公司全球年销售额 4% 的罚款。</blockquote></p><p> The privacy probe adds to intense antitrust scrutiny of Amazon’s business in Europe. Amazon is being probed by the EU over its use of data from sellers on its platform and whether it unfairly favors its own products. Germany has multiple probes into Amazon’s sales. The U.K. is also examining similar issues to the EU.</p><p><blockquote>这项隐私调查加剧了对亚马逊在欧洲业务的严格反垄断审查。欧盟正在调查亚马逊使用其平台上卖家的数据,以及它是否不公平地偏袒自己的产品。德国对亚马逊的销售情况进行了多项调查。英国也在研究与欧盟类似的问题。</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>Amazon stock rose 1.5% in morning trading<blockquote>亚马逊股价早盘上涨 1.5%</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\">\nAmazon stock rose 1.5% in morning trading<blockquote>亚马逊股价早盘上涨 1.5%</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\">2021-10-15 22:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Amazon stock rose 1.5% in morning trading after challenging record $865 million EU data-protection fine.</p><p><blockquote>亚马逊股价在挑战创纪录的 8.65 亿美元欧盟数据保护罚款后,早盘交易中上涨 1.5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3a033875d6b1950d9ce2adfbd5b39d06\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Amazon.com Inc. appealed a record 746 million-euro ($865 million) penalty for allegedly violating the European Union’s tough data-protection rules.</p><p><blockquote>亚马逊公司因涉嫌违反欧盟严格的数据保护规则而被处以创纪录的 7.46 亿欧元(约合 8.65 亿美元)罚款。</blockquote></p><p> The appeal was filed at the Luxembourg Administrative Tribunal on Friday, according to Luxembourg court spokesman Henri Eippers.</p><p><blockquote>据卢森堡法院发言人亨利·艾珀斯称,上诉于周五提交给卢森堡行政法庭。</blockquote></p><p> The challenge comes after CNPD, Luxembourg’s data protection regulator, where Amazon has its EU base,slapped the U.S. tech giant with the fine in July.</p><p><blockquote>亚马逊欧盟基地所在地卢森堡的数据保护监管机构 CNPD 于 7 月对这家美国科技巨头处以罚款。</blockquote></p><p> The regulator ruled that Amazon violated the bloc’s General Data Protection Regulation, or GDPR, through its processing of users’ personal data. The decision was triggered by a 2018 complaint from French privacy rights group La Quadrature du Net.</p><p><blockquote>监管机构裁定,亚马逊处理用户个人数据的行为违反了欧盟的一般数据保护条例(GDPR)。这一决定是由法国隐私权组织La Quadrature du Net 2018年的投诉引发的。</blockquote></p><p> The world’s biggest online retailer has drawn scrutiny in recent years for the vast trove of data it has amassed on a range of customers and partners, including independent merchants who sell on its retail marketplace, users of its Alexa digital assistant, and shoppers whose browsing and purchase history inform what Amazon shows them on its website.</p><p><blockquote>近年来,这家全球最大的在线零售商因其在一系列客户和合作伙伴上积累的大量数据而备受关注,这些客户和合作伙伴包括在其零售市场上销售的独立商家、其 Alexa 数字助理的用户,以及其浏览和购买历史记录会影响亚马逊在其网站上显示的内容的购物者。</blockquote></p><p> Amazon declined to comment on the appeal, but referred to a previous statement in July that “there has been no data breach, and no customer data has been exposed to any third party.”</p><p><blockquote>亚马逊拒绝就这一上诉发表评论,但提到了之前在 7 月份的一份声明,即 “没有发生数据泄露,也没有客户数据暴露给任何第三方”。</blockquote></p><p> Amazon previously said it “strongly” disagreed with the Luxembourg authority’s findings.</p><p><blockquote>亚马逊此前表示,它 “强烈 ”不同意卢森堡当局的调查结果。</blockquote></p><p> The company says it collects data to improve the customer experience, and sets guidelines governing what employees can do with it. Some lawmakers and regulators have raised concerns that the company has used what it knows to give itself an unfair advantage in the marketplace.</p><p><blockquote>该公司表示,它收集数据是为了改善客户体验,并制定指导方针来管理员工可以如何使用这些数据。一些立法者和监管机构担心该公司利用其所知道的在市场上给自己带来不公平的优势。</blockquote></p><p> EU data protection regulators’ powers have increased significantly since the bloc’s GDPR rules took effect in May 2018. The law allows watchdogs to levy fines of as much as 4% of a company’s annual global sales.</p><p><blockquote>自2018年5月欧盟GDPR规则生效以来,欧盟数据保护监管机构的权力大幅增加。法律允许监管机构处以高达公司全球年销售额 4% 的罚款。</blockquote></p><p> The privacy probe adds to intense antitrust scrutiny of Amazon’s business in Europe. Amazon is being probed by the EU over its use of data from sellers on its platform and whether it unfairly favors its own products. Germany has multiple probes into Amazon’s sales. The U.K. is also examining similar issues to the EU.</p><p><blockquote>这项隐私调查加剧了对亚马逊在欧洲业务的严格反垄断审查。欧盟正在调查亚马逊使用其平台上卖家的数据,以及它是否不公平地偏袒自己的产品。德国对亚马逊的销售情况进行了多项调查。英国也在研究与欧盟类似的问题。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180900172","content_text":"Amazon stock rose 1.5% in morning trading after challenging record $865 million EU data-protection fine.\n\nAmazon.com Inc. appealed a record 746 million-euro ($865 million) penalty for allegedly violating the European Union’s tough data-protection rules.\nThe appeal was filed at the Luxembourg Administrative Tribunal on Friday, according to Luxembourg court spokesman Henri Eippers.\nThe challenge comes after CNPD, Luxembourg’s data protection regulator, where Amazon has its EU base,slapped the U.S. tech giant with the fine in July.\nThe regulator ruled that Amazon violated the bloc’s General Data Protection Regulation, or GDPR, through its processing of users’ personal data. The decision was triggered by a 2018 complaint from French privacy rights group La Quadrature du Net.\nThe world’s biggest online retailer has drawn scrutiny in recent years for the vast trove of data it has amassed on a range of customers and partners, including independent merchants who sell on its retail marketplace, users of its Alexa digital assistant, and shoppers whose browsing and purchase history inform what Amazon shows them on its website.\nAmazon declined to comment on the appeal, but referred to a previous statement in July that “there has been no data breach, and no customer data has been exposed to any third party.”\nAmazon previously said it “strongly” disagreed with the Luxembourg authority’s findings.\nThe company says it collects data to improve the customer experience, and sets guidelines governing what employees can do with it. Some lawmakers and regulators have raised concerns that the company has used what it knows to give itself an unfair advantage in the marketplace.\nEU data protection regulators’ powers have increased significantly since the bloc’s GDPR rules took effect in May 2018. The law allows watchdogs to levy fines of as much as 4% of a company’s annual global sales.\nThe privacy probe adds to intense antitrust scrutiny of Amazon’s business in Europe. Amazon is being probed by the EU over its use of data from sellers on its platform and whether it unfairly favors its own products. Germany has multiple probes into Amazon’s sales. The U.K. is also examining similar issues to the EU.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834902861,"gmtCreate":1629765094253,"gmtModify":1633682639791,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557823792637532","authorIdStr":"3557823792637532"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/834902861","repostId":"2161777891","repostType":4,"isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":879424134,"gmtCreate":1636765924740,"gmtModify":1636765924966,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557823792637532","authorIdStr":"3557823792637532"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/879424134","repostId":"1129004768","repostType":4,"repost":{"id":"1129004768","kind":"news","pubTimestamp":1636764434,"share":"https://www.laohunote.com/m/news/1129004768?lang=zh_CN&edition=full","pubTime":"2021-11-13 08:47","market":"us","language":"en","title":"Apple: The Bear Argument, And Why It's Wrong<blockquote>苹果:熊的论点,以及为什么它是错误的</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129004768","media":"Seeking Alpha","summary":"Apple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.I list a couple of the most popular bearish arguments, and explain why I believe that they are either short-sighted or most likely incorrect.Maybe AAPL is not the same pound-the-table buy, but I continue to think that this is a stock to own today through the next several years.This may also help to explain, in part, why Apple's revenues in Greater China shot through the","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Apple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.</li> <li>I list a couple of the most popular bearish arguments, and explain why I believe that they are either short-sighted or most likely incorrect.</li> <li>Maybe AAPL is not the same pound-the-table buy, but I continue to think that this is a stock to own today through the next several years.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bc955cc5d27328c3b89b327b9368d27\" tg-width=\"1536\" tg-height=\"1020\" width=\"100%\" height=\"auto\"><span>kmwphotography/iStock via Getty Images</span></p><p><blockquote><ul><li>苹果股价未能长期保持在每股150美元以上,空头开始关注近期价格的疲软。</li><li>我列出了几个最流行的看跌论点,并解释了为什么我认为它们要么是短视的,要么很可能是不正确的。</li><li>也许 AAPL 不是那种值得一买的股票,但我仍然认为这是一只在未来几年内值得今天持有的股票。</li></ul><p class=\"t-img-caption\"><span>kmwphotography/iStock 来自 Getty Images</span></p></blockquote></p><p> With Apple (AAPL) once again failing to make fresh all-time highs, now down around 6% from the peak and dipping closer towards key moving-average support, bears have started to pay attention. Still, I think that the case for selling (or shorting) this stock does not hold much water in the long term, and I believe that bears will ultimately tire of swimming against the current.</p><p><blockquote>随着苹果 (AAPL) 再次未能创下历史新高,目前较峰值下跌约 6%,并接近关键移动平均线支撑位,空头已开始关注。尽管如此,我认为从长远来看,卖出(或做空)这只股票的理由并没有太大的说服力,我相信空头最终会厌倦逆流而上。</blockquote></p><p> Below, I list the most common few reasons why one might want to dump or stay away from Apple shares – and why I think that the bearish case is either short-sighted or most likely incorrect.</p><p><blockquote>下面,我列出了人们可能想要抛售或远离苹果股票的几个最常见的原因,以及为什么我认为看跌案例要么是短视的,要么很可能是不正确的。</blockquote></p><p> <b>Key risk #1: drop-off in demand</b></p><p><blockquote><b>关键风险#1:需求下降</b></blockquote></p><p> Not many analysts and portfolio managers have been vocal about avoiding or selling Apple. Experts like New Street's Pierre Ferragu and Satori Fund's Dan Niles are the few that come to mind, and their theses seem to align pretty well with every other bearish call on AAPL that I have seen recently.</p><p><blockquote>没有多少分析师和投资组合经理公开表示要避免或出售苹果。New Street 的 Pierre Ferragu 和 Satori Fund 的 Dan Niles 等专家是少数几个浮现在脑海中的专家,他们的论点似乎与我最近看到的所有其他看跌 AAPL 的看涨期权非常一致。</blockquote></p><p> The first common reason to sell the stock is often phrased in different ways, but can effectively be summarized as follows: Apple's financial results in the near term should suffer from demand that has already turned into revenues in calendar 2020, during the thick of the pandemic and stay-at-home consumption wave. This is particularly true following the launch of the iPhone 13 that some (including legendary Apple founder Steve Wozniak) see as merely a minor upgrade from the previous model.</p><p><blockquote>出售股票的第一个常见原因通常有不同的表述方式,但可以有效地总结如下:苹果近期的财务业绩应该会受到需求的影响,而需求已经在 2020 年转化为收入。疫情和居家消费浪潮。在iPhone 13推出后尤其如此,一些人(包括传奇的苹果创始人Steve Wozniak)认为这只是对之前型号的一个小升级。</blockquote></p><p> I see the concern here, especially considering that Apple will start to face unsurmountable iPhone comps in the holidays and post-holiday quarters – see graph below. But the same chart also shows that there seemed to exist quite a bit of pent-up demand over the many quarters that preceded the iPhone 12 launch. One possible justification for this shift in sales from fiscal 2019-2020 to 2021 is Apple's late entry into the 5G space. Consumers that are loyal to or just prefer the iOS device probably waited patiently to upgrade or switch, and then they did it all at once.</p><p><blockquote>我看到了这里的担忧,特别是考虑到苹果将在假期和假期后的季度开始面临难以逾越的iPhone竞争——见下图。但同一张图表也显示,在iPhone 12发布之前的许多季度里,似乎存在相当多被压抑的需求。从2019-2020财年到2021财年销售转变的一个可能理由是苹果较晚进入5G领域。忠实于或只是偏爱iOS设备的消费者可能会耐心等待升级或切换,然后他们一次性完成所有操作。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7dc677f0a1c77dd39f40b4cc99c6fc15\" tg-width=\"460\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source: DM Martins Research, data from company reports</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:DM Martins Research,数据来自公司报告</span></p></blockquote></p><p> This may also help to explain, in part, why Apple's revenues in Greater China shot through the roof in the past 6 to 12 months. With the country's 5G infrastructure being further developed, owning a device that can handle the faster speeds probably makes most sense. Sales in the region had been lackluster to say the least since 2015, and dropped YOY by as much as 29% in fiscal Q4 of 2020. In the past three quarters, however, revenues climbed by at least 57% in each period.</p><p><blockquote>这或许也有助于部分解释为什么苹果在大中华区的收入在过去 6 到 12 个月中飙升。随着该国5G基础设施的进一步发展,拥有一台能够处理更快速度的设备可能是最有意义的。至少可以说,自 2015 年以来,该地区的销售额一直低迷,2020 财年第四季度同比下降高达 29%。然而,在过去三个季度中,收入每个时期至少增长了 57%。</blockquote></p><p> In the end, over the last 12 quarters – i.e. roughly the useful life of the average iPhone – Apple's smartphone sales have risen by only 4.8% per year. Considering that ASP (average selling price) has likely increased during the period, this figure barely represents any meaningful growth in device shipments over a full cycle. Therefore, to think that demand for Apple's products will fall off a cliff next seems like a stretch, especially if one also considers chip innovation and design updates in Mac and iPad.</p><p><blockquote>最后,在过去的12个季度——大约是iPhone的平均使用寿命——苹果的智能手机销量每年仅增长4.8%。考虑到ASP(平均售价)在此期间可能会增加,这个数字很难代表整个周期内设备出货量的任何有意义的增长。因此,认为苹果产品的需求接下来会断崖式下跌似乎有些牵强,尤其是如果还考虑到Mac和iPad的芯片创新和设计更新的话。</blockquote></p><p> <b>Key risk #2: valuation</b></p><p><blockquote><b>主要风险#2:估值</b></blockquote></p><p> The other key risk of investing in Apple that is often brought up is valuation. Dan Niles, mentioned above, suggests that a next-year P/E of 26 times might not even be the biggest deal. The problem is that this multiple looks too rich against growth expectations that are modest.Analysts expect Apple's EPS to rise by only 4% per year through fiscal 2025. Alphabet (GOOG)(GOOGL), valued at a similar earnings multiple, is expected to drive earnings 16% higher per year over a similar period.</p><p><blockquote>投资苹果的另一个经常被提及的主要风险是估值。上面提到的丹·奈尔斯 (Dan Niles) 表示,明年 26 倍的市盈率可能甚至不是最大的交易。问题是,与适度的增长预期相比,这个倍数看起来太高了。分析师预计,到 2025 财年,苹果的每股收益每年仅增长 4%。Alphabet (GOOG)(GOOGL)的市盈率相似,预计同期每年盈利将增长 16%。</blockquote></p><p> That, in my view, is a more reasonable bearish argument. Per my estimates, Apple is by far the stock with the highest PEG ratio (P/E over long-term EPS growth) of 6.5 times. Amazon (AMZN) is a very distant second on this metric, at 2.3 times. But even here, I see a good argument to be made in favor of Apple.</p><p><blockquote>在我看来,这是一个更合理的看跌论点。根据我的估计,苹果是迄今为止PEG比率(长期每股收益增长的市盈率)最高的股票,为6.5倍。亚马逊 (AMZN) 在该指标上遥遥领先,为 2.3 倍。但即使在这里,我也看到了一个有利于苹果的好论点。</blockquote></p><p></p><p> First, the company has been proving to be a powerful gatekeeper in the tech world. Here is one example: the first, most blatant sign that Apple's iOS privacy policy changes in the summer have been hurting social media companies and their financial statements led to the Nasdaqe rasing $120 billion in market value in a matter of minutes – most of which coming from internet stocks. Should one be expected to pay a premium for a stock in the face of such market control? I would say so.</p><p><blockquote>首先,该公司已被证明是科技界强大的守门人。这里有一个例子:第一个也是最明显的迹象是,苹果今年夏天的iOS隐私政策变化一直在伤害社交媒体公司,他们的财务报表导致纳斯达克市值在几分钟内飙升1200亿美元——其中大部分来自互联网股票。面对这种市场控制,人们是否应该期望为股票支付溢价?我会这么说。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0946db3f3bc62569a56f2dbe2aa75922\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Also, as the chart above depicts, Apple's forward-year P/E has certainly expanded relative to what it used to be a few years ago. But the multi-year move higher seems consistent with (1) a wave of increased demand for Apple's products and services, (2) better margins, (3) a drop in interest rates in 2020, and (4) a broad stock market that has become generally more expensive. Compared to how AAPL traded only about three months ago, P/E has in fact dipped about three turns and returned to early 2021 levels.</p><p><blockquote>此外,如上图所示,与几年前相比,苹果的未来一年市盈率肯定有所扩大。但多年来的走高似乎与以下因素一致:(1)对苹果产品和服务的需求增加,(2)更好的利润率,(3)2020年利率下降,以及(4)广泛的股票市场普遍变得更加昂贵。与大约三个月前 AAPL 的交易方式相比,市盈率实际上已经下降了约三次,并回到了 2021 年初的水平。</blockquote></p><p> <b>Key risk #3: lack of positive catalysts</b></p><p><blockquote><b>关键风险#3:缺乏积极的催化剂</b></blockquote></p><p> The next risk to investing in Apple that is often cited are short-term catalysts. The iPhone 13 was announced a few weeks ago, and so has the refreshed lineup of MacBook Pro devices equipped with the new M1 Pro and Max chips. Fiscal fourth quarter earnings is also in the rearview mirror. In fact, I think that the drop off in relevant Apple news in the fourth quarter correlates well with a stock that, seasonally, tends to perform worse in the November-to-January period. Bears may also argue that, with a few quarters of tough comps ahead, investors might have a hard time finding reasons to buy AAPL in the next few months.</p><p><blockquote>投资苹果的下一个经常被提及的风险是短期催化剂。iPhone 13几周前发布,配备新M1 Pro和Max芯片的MacBook Pro设备阵容也是如此。第四财季盈利也已成为过去。事实上,我认为第四季度相关苹果新闻的下降与 11 月至 1 月期间季节性表现较差的股票密切相关。看空者还可能认为,由于未来几个季度的艰难竞争,投资者可能很难在未来几个月找到购买 AAPL 的理由。</blockquote></p><p> But here, I believe that a bit of patience is warranted. First, the recent malaise in share price alone may be enough to attract new money from investors looking for a good deal on a high-quality stock. But more importantly, longer-term catalysts are likely to make more of a difference on share price and financial performance over the next, say, five years.</p><p><blockquote>但是在这里,我相信一点耐心是必要的。首先,仅近期股价的低迷就足以吸引寻求优质股票优惠的投资者的新资金。但更重要的是,长期催化剂可能会在未来五年内对股价和财务业绩产生更大影响。</blockquote></p><p> I have previously talked in more detail about two catalysts that quickly come to mind. I doubt that much upside from initiatives like mixed reality and autonomous vehicle has been factored into analysts' financial models – and hence, properly priced into the stock. Because Apple is run by a conservative team of executives, I bet that both massive growth opportunities will be pursued if and when they are accretive to the company's earnings. They should, therefore, serve as the key catalysts driving long-term growth expectations (which is relevant for risk #1 above) and share price higher.</p><p><blockquote>我之前更详细地谈到了两个很快浮现在脑海中的催化剂。我怀疑混合现实和自动驾驶汽车等举措的太多上涨空间是否已被纳入分析师的财务模型,因此,该股的定价也得到了适当的体现。由于苹果是由一个保守的高管团队管理的,我敢打赌,如果这两个巨大的增长机会能够增加公司的盈利,那么它们就会被追求。因此,它们应该成为推动长期增长预期(这与上述风险 1 相关)和股价上涨的关键催化剂。</blockquote></p><p> <b>In summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> Apple may not be the same pound-the-table opportunity that I believed it to be in February 2021 or, better yet,in April 2018 – in both cases, I believed that shares had sold off for no good reason. But I continue to think that AAPL is a stock to own today through the next several years, especially now that the earnings multiple has started to rerate towards year-ago levels. Should Apple continue to head lower in the near term, the pullback (assuming no meaningful change in business fundamentals) would present an even better chance to buy.</p><p><blockquote>苹果可能不会像我在 2021 年 2 月或更好的是,在 2018 年 4 月所认为的那样是千载难逢的机会——在这两种情况下,我都认为股票无缘无故地抛售。但我仍然认为 AAPL 是未来几年值得持有的股票,尤其是现在市盈率已开始向一年前的水平重新评估。如果苹果在短期内继续走低,回调(假设商业基本面没有有意义的变化)将提供更好的买入机会。</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>Apple: The Bear Argument, And Why It's Wrong<blockquote>苹果:熊的论点,以及为什么它是错误的</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\">\nApple: The Bear Argument, And Why It's Wrong<blockquote>苹果:熊的论点,以及为什么它是错误的</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\">2021-11-13 08:47</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>Apple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.</li> <li>I list a couple of the most popular bearish arguments, and explain why I believe that they are either short-sighted or most likely incorrect.</li> <li>Maybe AAPL is not the same pound-the-table buy, but I continue to think that this is a stock to own today through the next several years.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bc955cc5d27328c3b89b327b9368d27\" tg-width=\"1536\" tg-height=\"1020\" width=\"100%\" height=\"auto\"><span>kmwphotography/iStock via Getty Images</span></p><p><blockquote><ul><li>苹果股价未能长期保持在每股150美元以上,空头开始关注近期价格的疲软。</li><li>我列出了几个最流行的看跌论点,并解释了为什么我认为它们要么是短视的,要么很可能是不正确的。</li><li>也许 AAPL 不是那种值得一买的股票,但我仍然认为这是一只在未来几年内值得今天持有的股票。</li></ul><p class=\"t-img-caption\"><span>kmwphotography/iStock 来自 Getty Images</span></p></blockquote></p><p> With Apple (AAPL) once again failing to make fresh all-time highs, now down around 6% from the peak and dipping closer towards key moving-average support, bears have started to pay attention. Still, I think that the case for selling (or shorting) this stock does not hold much water in the long term, and I believe that bears will ultimately tire of swimming against the current.</p><p><blockquote>随着苹果 (AAPL) 再次未能创下历史新高,目前较峰值下跌约 6%,并接近关键移动平均线支撑位,空头已开始关注。尽管如此,我认为从长远来看,卖出(或做空)这只股票的理由并没有太大的说服力,我相信空头最终会厌倦逆流而上。</blockquote></p><p> Below, I list the most common few reasons why one might want to dump or stay away from Apple shares – and why I think that the bearish case is either short-sighted or most likely incorrect.</p><p><blockquote>下面,我列出了人们可能想要抛售或远离苹果股票的几个最常见的原因,以及为什么我认为看跌案例要么是短视的,要么很可能是不正确的。</blockquote></p><p> <b>Key risk #1: drop-off in demand</b></p><p><blockquote><b>关键风险#1:需求下降</b></blockquote></p><p> Not many analysts and portfolio managers have been vocal about avoiding or selling Apple. Experts like New Street's Pierre Ferragu and Satori Fund's Dan Niles are the few that come to mind, and their theses seem to align pretty well with every other bearish call on AAPL that I have seen recently.</p><p><blockquote>没有多少分析师和投资组合经理公开表示要避免或出售苹果。New Street 的 Pierre Ferragu 和 Satori Fund 的 Dan Niles 等专家是少数几个浮现在脑海中的专家,他们的论点似乎与我最近看到的所有其他看跌 AAPL 的看涨期权非常一致。</blockquote></p><p> The first common reason to sell the stock is often phrased in different ways, but can effectively be summarized as follows: Apple's financial results in the near term should suffer from demand that has already turned into revenues in calendar 2020, during the thick of the pandemic and stay-at-home consumption wave. This is particularly true following the launch of the iPhone 13 that some (including legendary Apple founder Steve Wozniak) see as merely a minor upgrade from the previous model.</p><p><blockquote>出售股票的第一个常见原因通常有不同的表述方式,但可以有效地总结如下:苹果近期的财务业绩应该会受到需求的影响,而需求已经在 2020 年转化为收入。疫情和居家消费浪潮。在iPhone 13推出后尤其如此,一些人(包括传奇的苹果创始人Steve Wozniak)认为这只是对之前型号的一个小升级。</blockquote></p><p> I see the concern here, especially considering that Apple will start to face unsurmountable iPhone comps in the holidays and post-holiday quarters – see graph below. But the same chart also shows that there seemed to exist quite a bit of pent-up demand over the many quarters that preceded the iPhone 12 launch. One possible justification for this shift in sales from fiscal 2019-2020 to 2021 is Apple's late entry into the 5G space. Consumers that are loyal to or just prefer the iOS device probably waited patiently to upgrade or switch, and then they did it all at once.</p><p><blockquote>我看到了这里的担忧,特别是考虑到苹果将在假期和假期后的季度开始面临难以逾越的iPhone竞争——见下图。但同一张图表也显示,在iPhone 12发布之前的许多季度里,似乎存在相当多被压抑的需求。从2019-2020财年到2021财年销售转变的一个可能理由是苹果较晚进入5G领域。忠实于或只是偏爱iOS设备的消费者可能会耐心等待升级或切换,然后他们一次性完成所有操作。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7dc677f0a1c77dd39f40b4cc99c6fc15\" tg-width=\"460\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source: DM Martins Research, data from company reports</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:DM Martins Research,数据来自公司报告</span></p></blockquote></p><p> This may also help to explain, in part, why Apple's revenues in Greater China shot through the roof in the past 6 to 12 months. With the country's 5G infrastructure being further developed, owning a device that can handle the faster speeds probably makes most sense. Sales in the region had been lackluster to say the least since 2015, and dropped YOY by as much as 29% in fiscal Q4 of 2020. In the past three quarters, however, revenues climbed by at least 57% in each period.</p><p><blockquote>这或许也有助于部分解释为什么苹果在大中华区的收入在过去 6 到 12 个月中飙升。随着该国5G基础设施的进一步发展,拥有一台能够处理更快速度的设备可能是最有意义的。至少可以说,自 2015 年以来,该地区的销售额一直低迷,2020 财年第四季度同比下降高达 29%。然而,在过去三个季度中,收入每个时期至少增长了 57%。</blockquote></p><p> In the end, over the last 12 quarters – i.e. roughly the useful life of the average iPhone – Apple's smartphone sales have risen by only 4.8% per year. Considering that ASP (average selling price) has likely increased during the period, this figure barely represents any meaningful growth in device shipments over a full cycle. Therefore, to think that demand for Apple's products will fall off a cliff next seems like a stretch, especially if one also considers chip innovation and design updates in Mac and iPad.</p><p><blockquote>最后,在过去的12个季度——大约是iPhone的平均使用寿命——苹果的智能手机销量每年仅增长4.8%。考虑到ASP(平均售价)在此期间可能会增加,这个数字很难代表整个周期内设备出货量的任何有意义的增长。因此,认为苹果产品的需求接下来会断崖式下跌似乎有些牵强,尤其是如果还考虑到Mac和iPad的芯片创新和设计更新的话。</blockquote></p><p> <b>Key risk #2: valuation</b></p><p><blockquote><b>主要风险#2:估值</b></blockquote></p><p> The other key risk of investing in Apple that is often brought up is valuation. Dan Niles, mentioned above, suggests that a next-year P/E of 26 times might not even be the biggest deal. The problem is that this multiple looks too rich against growth expectations that are modest.Analysts expect Apple's EPS to rise by only 4% per year through fiscal 2025. Alphabet (GOOG)(GOOGL), valued at a similar earnings multiple, is expected to drive earnings 16% higher per year over a similar period.</p><p><blockquote>投资苹果的另一个经常被提及的主要风险是估值。上面提到的丹·奈尔斯 (Dan Niles) 表示,明年 26 倍的市盈率可能甚至不是最大的交易。问题是,与适度的增长预期相比,这个倍数看起来太高了。分析师预计,到 2025 财年,苹果的每股收益每年仅增长 4%。Alphabet (GOOG)(GOOGL)的市盈率相似,预计同期每年盈利将增长 16%。</blockquote></p><p> That, in my view, is a more reasonable bearish argument. Per my estimates, Apple is by far the stock with the highest PEG ratio (P/E over long-term EPS growth) of 6.5 times. Amazon (AMZN) is a very distant second on this metric, at 2.3 times. But even here, I see a good argument to be made in favor of Apple.</p><p><blockquote>在我看来,这是一个更合理的看跌论点。根据我的估计,苹果是迄今为止PEG比率(长期每股收益增长的市盈率)最高的股票,为6.5倍。亚马逊 (AMZN) 在该指标上遥遥领先,为 2.3 倍。但即使在这里,我也看到了一个有利于苹果的好论点。</blockquote></p><p></p><p> First, the company has been proving to be a powerful gatekeeper in the tech world. Here is one example: the first, most blatant sign that Apple's iOS privacy policy changes in the summer have been hurting social media companies and their financial statements led to the Nasdaqe rasing $120 billion in market value in a matter of minutes – most of which coming from internet stocks. Should one be expected to pay a premium for a stock in the face of such market control? I would say so.</p><p><blockquote>首先,该公司已被证明是科技界强大的守门人。这里有一个例子:第一个也是最明显的迹象是,苹果今年夏天的iOS隐私政策变化一直在伤害社交媒体公司,他们的财务报表导致纳斯达克市值在几分钟内飙升1200亿美元——其中大部分来自互联网股票。面对这种市场控制,人们是否应该期望为股票支付溢价?我会这么说。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0946db3f3bc62569a56f2dbe2aa75922\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Also, as the chart above depicts, Apple's forward-year P/E has certainly expanded relative to what it used to be a few years ago. But the multi-year move higher seems consistent with (1) a wave of increased demand for Apple's products and services, (2) better margins, (3) a drop in interest rates in 2020, and (4) a broad stock market that has become generally more expensive. Compared to how AAPL traded only about three months ago, P/E has in fact dipped about three turns and returned to early 2021 levels.</p><p><blockquote>此外,如上图所示,与几年前相比,苹果的未来一年市盈率肯定有所扩大。但多年来的走高似乎与以下因素一致:(1)对苹果产品和服务的需求增加,(2)更好的利润率,(3)2020年利率下降,以及(4)广泛的股票市场普遍变得更加昂贵。与大约三个月前 AAPL 的交易方式相比,市盈率实际上已经下降了约三次,并回到了 2021 年初的水平。</blockquote></p><p> <b>Key risk #3: lack of positive catalysts</b></p><p><blockquote><b>关键风险#3:缺乏积极的催化剂</b></blockquote></p><p> The next risk to investing in Apple that is often cited are short-term catalysts. The iPhone 13 was announced a few weeks ago, and so has the refreshed lineup of MacBook Pro devices equipped with the new M1 Pro and Max chips. Fiscal fourth quarter earnings is also in the rearview mirror. In fact, I think that the drop off in relevant Apple news in the fourth quarter correlates well with a stock that, seasonally, tends to perform worse in the November-to-January period. Bears may also argue that, with a few quarters of tough comps ahead, investors might have a hard time finding reasons to buy AAPL in the next few months.</p><p><blockquote>投资苹果的下一个经常被提及的风险是短期催化剂。iPhone 13几周前发布,配备新M1 Pro和Max芯片的MacBook Pro设备阵容也是如此。第四财季盈利也已成为过去。事实上,我认为第四季度相关苹果新闻的下降与 11 月至 1 月期间季节性表现较差的股票密切相关。看空者还可能认为,由于未来几个季度的艰难竞争,投资者可能很难在未来几个月找到购买 AAPL 的理由。</blockquote></p><p> But here, I believe that a bit of patience is warranted. First, the recent malaise in share price alone may be enough to attract new money from investors looking for a good deal on a high-quality stock. But more importantly, longer-term catalysts are likely to make more of a difference on share price and financial performance over the next, say, five years.</p><p><blockquote>但是在这里,我相信一点耐心是必要的。首先,仅近期股价的低迷就足以吸引寻求优质股票优惠的投资者的新资金。但更重要的是,长期催化剂可能会在未来五年内对股价和财务业绩产生更大影响。</blockquote></p><p> I have previously talked in more detail about two catalysts that quickly come to mind. I doubt that much upside from initiatives like mixed reality and autonomous vehicle has been factored into analysts' financial models – and hence, properly priced into the stock. Because Apple is run by a conservative team of executives, I bet that both massive growth opportunities will be pursued if and when they are accretive to the company's earnings. They should, therefore, serve as the key catalysts driving long-term growth expectations (which is relevant for risk #1 above) and share price higher.</p><p><blockquote>我之前更详细地谈到了两个很快浮现在脑海中的催化剂。我怀疑混合现实和自动驾驶汽车等举措的太多上涨空间是否已被纳入分析师的财务模型,因此,该股的定价也得到了适当的体现。由于苹果是由一个保守的高管团队管理的,我敢打赌,如果这两个巨大的增长机会能够增加公司的盈利,那么它们就会被追求。因此,它们应该成为推动长期增长预期(这与上述风险 1 相关)和股价上涨的关键催化剂。</blockquote></p><p> <b>In summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> Apple may not be the same pound-the-table opportunity that I believed it to be in February 2021 or, better yet,in April 2018 – in both cases, I believed that shares had sold off for no good reason. But I continue to think that AAPL is a stock to own today through the next several years, especially now that the earnings multiple has started to rerate towards year-ago levels. Should Apple continue to head lower in the near term, the pullback (assuming no meaningful change in business fundamentals) would present an even better chance to buy.</p><p><blockquote>苹果可能不会像我在 2021 年 2 月或更好的是,在 2018 年 4 月所认为的那样是千载难逢的机会——在这两种情况下,我都认为股票无缘无故地抛售。但我仍然认为 AAPL 是未来几年值得持有的股票,尤其是现在市盈率已开始向一年前的水平重新评估。如果苹果在短期内继续走低,回调(假设商业基本面没有有意义的变化)将提供更好的买入机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4468890-apple-the-bear-argument-and-why-its-wrong\">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":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4468890-apple-the-bear-argument-and-why-its-wrong","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129004768","content_text":"Summary\n\nApple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.\nI list a couple of the most popular bearish arguments, and explain why I believe that they are either short-sighted or most likely incorrect.\nMaybe AAPL is not the same pound-the-table buy, but I continue to think that this is a stock to own today through the next several years.\n\nkmwphotography/iStock via Getty Images\nWith Apple (AAPL) once again failing to make fresh all-time highs, now down around 6% from the peak and dipping closer towards key moving-average support, bears have started to pay attention. Still, I think that the case for selling (or shorting) this stock does not hold much water in the long term, and I believe that bears will ultimately tire of swimming against the current.\nBelow, I list the most common few reasons why one might want to dump or stay away from Apple shares – and why I think that the bearish case is either short-sighted or most likely incorrect.\nKey risk #1: drop-off in demand\nNot many analysts and portfolio managers have been vocal about avoiding or selling Apple. Experts like New Street's Pierre Ferragu and Satori Fund's Dan Niles are the few that come to mind, and their theses seem to align pretty well with every other bearish call on AAPL that I have seen recently.\nThe first common reason to sell the stock is often phrased in different ways, but can effectively be summarized as follows: Apple's financial results in the near term should suffer from demand that has already turned into revenues in calendar 2020, during the thick of the pandemic and stay-at-home consumption wave. This is particularly true following the launch of the iPhone 13 that some (including legendary Apple founder Steve Wozniak) see as merely a minor upgrade from the previous model.\nI see the concern here, especially considering that Apple will start to face unsurmountable iPhone comps in the holidays and post-holiday quarters – see graph below. But the same chart also shows that there seemed to exist quite a bit of pent-up demand over the many quarters that preceded the iPhone 12 launch. One possible justification for this shift in sales from fiscal 2019-2020 to 2021 is Apple's late entry into the 5G space. Consumers that are loyal to or just prefer the iOS device probably waited patiently to upgrade or switch, and then they did it all at once.\nSource: DM Martins Research, data from company reports\nThis may also help to explain, in part, why Apple's revenues in Greater China shot through the roof in the past 6 to 12 months. With the country's 5G infrastructure being further developed, owning a device that can handle the faster speeds probably makes most sense. Sales in the region had been lackluster to say the least since 2015, and dropped YOY by as much as 29% in fiscal Q4 of 2020. In the past three quarters, however, revenues climbed by at least 57% in each period.\nIn the end, over the last 12 quarters – i.e. roughly the useful life of the average iPhone – Apple's smartphone sales have risen by only 4.8% per year. Considering that ASP (average selling price) has likely increased during the period, this figure barely represents any meaningful growth in device shipments over a full cycle. Therefore, to think that demand for Apple's products will fall off a cliff next seems like a stretch, especially if one also considers chip innovation and design updates in Mac and iPad.\nKey risk #2: valuation\nThe other key risk of investing in Apple that is often brought up is valuation. Dan Niles, mentioned above, suggests that a next-year P/E of 26 times might not even be the biggest deal. The problem is that this multiple looks too rich against growth expectations that are modest.Analysts expect Apple's EPS to rise by only 4% per year through fiscal 2025. Alphabet (GOOG)(GOOGL), valued at a similar earnings multiple, is expected to drive earnings 16% higher per year over a similar period.\nThat, in my view, is a more reasonable bearish argument. Per my estimates, Apple is by far the stock with the highest PEG ratio (P/E over long-term EPS growth) of 6.5 times. Amazon (AMZN) is a very distant second on this metric, at 2.3 times. But even here, I see a good argument to be made in favor of Apple.\nFirst, the company has been proving to be a powerful gatekeeper in the tech world. Here is one example: the first, most blatant sign that Apple's iOS privacy policy changes in the summer have been hurting social media companies and their financial statements led to the Nasdaqe rasing $120 billion in market value in a matter of minutes – most of which coming from internet stocks. Should one be expected to pay a premium for a stock in the face of such market control? I would say so.\nData by YCharts\nAlso, as the chart above depicts, Apple's forward-year P/E has certainly expanded relative to what it used to be a few years ago. But the multi-year move higher seems consistent with (1) a wave of increased demand for Apple's products and services, (2) better margins, (3) a drop in interest rates in 2020, and (4) a broad stock market that has become generally more expensive. Compared to how AAPL traded only about three months ago, P/E has in fact dipped about three turns and returned to early 2021 levels.\nKey risk #3: lack of positive catalysts\nThe next risk to investing in Apple that is often cited are short-term catalysts. The iPhone 13 was announced a few weeks ago, and so has the refreshed lineup of MacBook Pro devices equipped with the new M1 Pro and Max chips. Fiscal fourth quarter earnings is also in the rearview mirror. In fact, I think that the drop off in relevant Apple news in the fourth quarter correlates well with a stock that, seasonally, tends to perform worse in the November-to-January period. Bears may also argue that, with a few quarters of tough comps ahead, investors might have a hard time finding reasons to buy AAPL in the next few months.\nBut here, I believe that a bit of patience is warranted. First, the recent malaise in share price alone may be enough to attract new money from investors looking for a good deal on a high-quality stock. But more importantly, longer-term catalysts are likely to make more of a difference on share price and financial performance over the next, say, five years.\nI have previously talked in more detail about two catalysts that quickly come to mind. I doubt that much upside from initiatives like mixed reality and autonomous vehicle has been factored into analysts' financial models – and hence, properly priced into the stock. Because Apple is run by a conservative team of executives, I bet that both massive growth opportunities will be pursued if and when they are accretive to the company's earnings. They should, therefore, serve as the key catalysts driving long-term growth expectations (which is relevant for risk #1 above) and share price higher.\nIn summary\nApple may not be the same pound-the-table opportunity that I believed it to be in February 2021 or, better yet,in April 2018 – in both cases, I believed that shares had sold off for no good reason. But I continue to think that AAPL is a stock to own today through the next several years, especially now that the earnings multiple has started to rerate towards year-ago levels. Should Apple continue to head lower in the near term, the pullback (assuming no meaningful change in business fundamentals) would present an even better chance to buy.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855597919,"gmtCreate":1635381888328,"gmtModify":1635381888474,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557823792637532","authorIdStr":"3557823792637532"},"themes":[],"title":"","htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/855597919","repostId":"1171848660","repostType":4,"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867429850,"gmtCreate":1633309330873,"gmtModify":1633309331455,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557823792637532","authorIdStr":"3557823792637532"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867429850","repostId":"2172962204","repostType":4,"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":806480011,"gmtCreate":1627688806433,"gmtModify":1633757182932,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557823792637532","authorIdStr":"3557823792637532"},"themes":[],"title":"","htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/806480011","repostId":"1109883672","repostType":4,"isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340720967,"gmtCreate":1617496112159,"gmtModify":1634520810296,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557823792637532","authorIdStr":"3557823792637532"},"themes":[],"title":"","htmlText":"let’s buy","listText":"let’s buy","text":"let’s buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/340720967","repostId":"1158992788","repostType":4,"repost":{"id":"1158992788","kind":"news","pubTimestamp":1617365040,"share":"https://www.laohunote.com/m/news/1158992788?lang=zh_CN&edition=full","pubTime":"2021-04-02 20:04","market":"us","language":"en","title":"2 Top Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年您可以购买和持有的 2 只热门股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158992788","media":"Motley Fool","summary":"These two tech stocks provide a combination of stability and growth that investors can confidently buy and hold for the long term.The hot stock of the day might sound too good to pass up, but your long-term investment portfolio should focus on stocks that should have strong fundamentals both today and a decade into the future. It's hard to see 10 years into the future, and the unexpected can always leap up to disrupt a sound narrative.However, there are steps we can take to identify companies wi","content":"<p>These two tech stocks provide a combination of stability and growth that investors can confidently buy and hold for the long term.The hot stock of the day might sound too good to pass up, but your long-term investment portfolio should focus on stocks that should have strong fundamentals both today and a decade into the future. It's hard to see 10 years into the future, and the unexpected can always leap up to disrupt a sound narrative.</p><p><blockquote>这两只科技股提供了稳定性和增长的结合,投资者可以放心地购买并长期持有。当天的热门股票听起来可能太好了,不容错过,但你的长期投资组合应该关注那些在今天和未来十年都应该具有强劲基本面的股票。很难看到10年后的未来,意想不到的事情总是会突然出现,扰乱一个合理的叙事。</blockquote></p><p>However, there are steps we can take to identify companies with stellar growth opportunities and sustainable competitive advantages. Some mega-trends are relatively easy to predict, and the best companies enabling those trends are likely to outperform the market over the long term. With a 10-year time horizon, we don't have to take as much care to limit volatility or nitpickvaluation ratios. A decade from now, the winners will have ridden out economic cycles and grown enough to justify all but the most aggressive valuations today.</p><p><blockquote>然而,我们可以采取一些措施来识别具有出色增长机会和可持续竞争优势的公司。一些大趋势相对容易预测,从长远来看,推动这些趋势的最佳公司可能会跑赢市场。有了 10 年的时间范围,我们不必那么小心地限制波动性或吹毛求疵的估值比率。十年后,赢家将度过经济周期,增长足以证明当今除最激进的估值之外的所有估值都是合理的。</blockquote></p><p>These two stocks have established businesses, exposure to major tech trends, and reputable products in growth categories. They're great building blocks for your investment portfolio.</p><p><blockquote>这两只股票已经建立了业务,接触了主要的技术趋势,并在增长类别中拥有声誉良好的产品。它们是你投资组合的重要组成部分。</blockquote></p><p><b>NVIDIA</b></p><p><blockquote><b>英伟达</b></blockquote></p><p><b>NVIDIA</b>(NASDAQ:NVDA)rose to prominence as a leader in the design and production of graphics processing units (GPU) for computers. The company's products have evolved to become important components in data centers, cryptocurrency mining hardware, autonomous vehicles, and robotics. This aligns NVDIA's fortunes directly with some of thedisruptive technology trendsthat are expected to define the next decade. As blockchain, AI, security, remote connectivity, and video gaming become more prominent, demand for NVIDIA's industry-leading products will also grow.</p><p><blockquote><b>英伟达</b>(纳斯达克股票代码:NVDA)成为计算机图形处理单元 (GPU) 设计和生产领域的领导者。该公司的产品已经发展成为数据中心、加密货币挖矿硬件、自动驾驶汽车和机器人技术的重要组成部分。这使得 NVDIA 的命运与预计将定义未来十年的一些颠覆性技术趋势直接一致。随着区块链、人工智能、安全、远程连接和视频游戏变得更加突出,对英伟达行业领先产品的需求也将增长。</blockquote></p><p>The company is also in advanced discussions to acquire a licensed chip design company called Arm, which would expand NVIDIA's operations into a new growth avenue. That'd be especially true if moves from<b>Apple</b>and others to manufacture chips internally boost demand for chip design services.</p><p><blockquote>该公司还在就收购一家名为 Arm 的授权芯片设计公司进行深入讨论,这将把 NVIDIA 的业务扩展到新的增长渠道。如果从<b>苹果</b>以及其他在内部制造芯片的公司推动了对芯片设计服务的需求。</blockquote></p><p>The story has a fair share of risks. The semiconductor industry is notoriously cyclical, as demand and pricing can fluctuate drastically based on theproduct replacement cycle, rather than global macroeconomic conditions. Plus, a serious decline in highly volatile cryptocurrency prices could also see a steep drop in demand for the chips used in mining. NVIDIA trades at more than 38 timesforward earnings, nearly 19 timesprice to book, and has anenterprise-value-to-EBITDAratio above 55. If bad news creeps in, share prices could crater quickly.</p><p><blockquote>这个故事有相当大的风险。众所周知,半导体行业具有周期性,因为需求和定价可能会根据产品更换周期而不是全球宏观经济状况而大幅波动。此外,高度波动的加密货币价格的严重下跌也可能导致采矿所用芯片的需求急剧下降。NVIDIA 的市盈率超过 38 倍,市盈率近 19 倍,企业价值与 EBITDA 比率超过 55。如果坏消息传来,股价可能会迅速暴跌。</blockquote></p><p>Still, NVIDIA is growing rapidly, and its products have an excellent reputation. The company is deeply connected to all of the most exciting technology trends of the next decade, and there's an enormous opportunity ahead for shareholders. It's good to hold today, and it could be much larger in the future.</p><p><blockquote>尽管如此,英伟达仍在快速增长,其产品享有极佳的声誉。该公司与未来十年所有最令人兴奋的技术趋势紧密相连,股东面前有一个巨大的机会。今天持有很好,未来可能会更大。</blockquote></p><p><b>Microsoft</b></p><p><blockquote><b>微软</b></blockquote></p><p><b>Microsoft</b>(NASDAQ:MSFT)is famous for its Windows operating system and the Office software suite, but it is also one of the major players incloud services. The company also owns the networking and employment social media platform LinkedIn, has a large video game business, and sells the popular Surface brand of touchscreen computers.</p><p><blockquote><b>微软</b>(纳斯达克股票代码:MSFT)以其 Windows 操作系统和办公软件套件而闻名,但它也是云服务的主要参与者之一。该公司还拥有网络和就业社交媒体平台LinkedIn,拥有庞大的视频游戏业务,并销售广受欢迎的Surface品牌触摸屏电脑。</blockquote></p><p>Microsoft has a rare combination of favorable characteristics. The company enjoys stability through enormous scale and product diversity, but it is also delivering exceptional growth -- that's not common. For the first six months of fiscal 2021, total sales increased nearly 15% over the prior year. The company's Azure server products and cloud services grew 50% year over year in the most recent quarter. That segment has expanded to exceed the revenue produced by Microsoft's flagship personal computing products. Almost every business is tech-enabled now, and the inevitable growth of software as a service (SaaS), cybersecurity, and remote collaboration is a catalyst for cloud service providers.</p><p><blockquote>微软拥有罕见的有利特征组合。该公司通过巨大的规模和产品多样性享有稳定性,但它也实现了非凡的增长——这并不常见。2021财年的前六个月,总销售额比上一年增长了近15%。该公司的 Azure 服务器产品和云服务最近一个季度同比增长 50%。该细分市场已经扩大到超过微软旗舰个人计算产品产生的收入。现在几乎每个企业都是技术支持的,软件即服务(SaaS)、网络安全和远程协作的不可避免的增长是云服务提供商的催化剂。</blockquote></p><p>Microsoft is in direct competition with fearsome heavy-hitters including<b>Amazon</b>,<b>Alphabet</b>, and Apple. That's certainly a risk. That said, Azure is second only to AWS in the cloud market, with 20% share. Encouragingly, it has actually gained market share over the past year. Microsoft will grow by merely maintaining share in the next decade, as cloud services are expected to expand nearly 20% annually.</p><p><blockquote>微软正在与可怕的重量级人物直接竞争,包括<b>亚马逊</b>,<b>Alphabet</b>还有苹果。这当然是一个风险。也就是说,Azure在云市场仅次于AWS,占有20%的份额。令人鼓舞的是,在过去的一年里,它实际上增加了市场份额。未来十年,微软只需保持份额即可实现增长,因为云服务预计每年将增长近20%。</blockquote></p><p>At a forward P/E ratio of only 28.7, there's too much upside potential here relative to the risks associated with competition. Microsoft has the established business to make it a relatively safe stock, and it also provides growth potential to outpace the market.</p><p><blockquote>远期市盈率仅为 28.7,相对于与竞争相关的风险,这里有太多的上涨潜力。微软拥有既定的业务,使其成为相对安全的股票,并且还提供了跑赢市场的增长潜力。</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>2 Top Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年您可以购买和持有的 2 只热门股票</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\">\n2 Top Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年您可以购买和持有的 2 只热门股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-02 20:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>These two tech stocks provide a combination of stability and growth that investors can confidently buy and hold for the long term.The hot stock of the day might sound too good to pass up, but your long-term investment portfolio should focus on stocks that should have strong fundamentals both today and a decade into the future. It's hard to see 10 years into the future, and the unexpected can always leap up to disrupt a sound narrative.</p><p><blockquote>这两只科技股提供了稳定性和增长的结合,投资者可以放心地购买并长期持有。当天的热门股票听起来可能太好了,不容错过,但你的长期投资组合应该关注那些在今天和未来十年都应该具有强劲基本面的股票。很难看到10年后的未来,意想不到的事情总是会突然出现,扰乱一个合理的叙事。</blockquote></p><p>However, there are steps we can take to identify companies with stellar growth opportunities and sustainable competitive advantages. Some mega-trends are relatively easy to predict, and the best companies enabling those trends are likely to outperform the market over the long term. With a 10-year time horizon, we don't have to take as much care to limit volatility or nitpickvaluation ratios. A decade from now, the winners will have ridden out economic cycles and grown enough to justify all but the most aggressive valuations today.</p><p><blockquote>然而,我们可以采取一些措施来识别具有出色增长机会和可持续竞争优势的公司。一些大趋势相对容易预测,从长远来看,推动这些趋势的最佳公司可能会跑赢市场。有了 10 年的时间范围,我们不必那么小心地限制波动性或吹毛求疵的估值比率。十年后,赢家将度过经济周期,增长足以证明当今除最激进的估值之外的所有估值都是合理的。</blockquote></p><p>These two stocks have established businesses, exposure to major tech trends, and reputable products in growth categories. They're great building blocks for your investment portfolio.</p><p><blockquote>这两只股票已经建立了业务,接触了主要的技术趋势,并在增长类别中拥有声誉良好的产品。它们是你投资组合的重要组成部分。</blockquote></p><p><b>NVIDIA</b></p><p><blockquote><b>英伟达</b></blockquote></p><p><b>NVIDIA</b>(NASDAQ:NVDA)rose to prominence as a leader in the design and production of graphics processing units (GPU) for computers. The company's products have evolved to become important components in data centers, cryptocurrency mining hardware, autonomous vehicles, and robotics. This aligns NVDIA's fortunes directly with some of thedisruptive technology trendsthat are expected to define the next decade. As blockchain, AI, security, remote connectivity, and video gaming become more prominent, demand for NVIDIA's industry-leading products will also grow.</p><p><blockquote><b>英伟达</b>(纳斯达克股票代码:NVDA)成为计算机图形处理单元 (GPU) 设计和生产领域的领导者。该公司的产品已经发展成为数据中心、加密货币挖矿硬件、自动驾驶汽车和机器人技术的重要组成部分。这使得 NVDIA 的命运与预计将定义未来十年的一些颠覆性技术趋势直接一致。随着区块链、人工智能、安全、远程连接和视频游戏变得更加突出,对英伟达行业领先产品的需求也将增长。</blockquote></p><p>The company is also in advanced discussions to acquire a licensed chip design company called Arm, which would expand NVIDIA's operations into a new growth avenue. That'd be especially true if moves from<b>Apple</b>and others to manufacture chips internally boost demand for chip design services.</p><p><blockquote>该公司还在就收购一家名为 Arm 的授权芯片设计公司进行深入讨论,这将把 NVIDIA 的业务扩展到新的增长渠道。如果从<b>苹果</b>以及其他在内部制造芯片的公司推动了对芯片设计服务的需求。</blockquote></p><p>The story has a fair share of risks. The semiconductor industry is notoriously cyclical, as demand and pricing can fluctuate drastically based on theproduct replacement cycle, rather than global macroeconomic conditions. Plus, a serious decline in highly volatile cryptocurrency prices could also see a steep drop in demand for the chips used in mining. NVIDIA trades at more than 38 timesforward earnings, nearly 19 timesprice to book, and has anenterprise-value-to-EBITDAratio above 55. If bad news creeps in, share prices could crater quickly.</p><p><blockquote>这个故事有相当大的风险。众所周知,半导体行业具有周期性,因为需求和定价可能会根据产品更换周期而不是全球宏观经济状况而大幅波动。此外,高度波动的加密货币价格的严重下跌也可能导致采矿所用芯片的需求急剧下降。NVIDIA 的市盈率超过 38 倍,市盈率近 19 倍,企业价值与 EBITDA 比率超过 55。如果坏消息传来,股价可能会迅速暴跌。</blockquote></p><p>Still, NVIDIA is growing rapidly, and its products have an excellent reputation. The company is deeply connected to all of the most exciting technology trends of the next decade, and there's an enormous opportunity ahead for shareholders. It's good to hold today, and it could be much larger in the future.</p><p><blockquote>尽管如此,英伟达仍在快速增长,其产品享有极佳的声誉。该公司与未来十年所有最令人兴奋的技术趋势紧密相连,股东面前有一个巨大的机会。今天持有很好,未来可能会更大。</blockquote></p><p><b>Microsoft</b></p><p><blockquote><b>微软</b></blockquote></p><p><b>Microsoft</b>(NASDAQ:MSFT)is famous for its Windows operating system and the Office software suite, but it is also one of the major players incloud services. The company also owns the networking and employment social media platform LinkedIn, has a large video game business, and sells the popular Surface brand of touchscreen computers.</p><p><blockquote><b>微软</b>(纳斯达克股票代码:MSFT)以其 Windows 操作系统和办公软件套件而闻名,但它也是云服务的主要参与者之一。该公司还拥有网络和就业社交媒体平台LinkedIn,拥有庞大的视频游戏业务,并销售广受欢迎的Surface品牌触摸屏电脑。</blockquote></p><p>Microsoft has a rare combination of favorable characteristics. The company enjoys stability through enormous scale and product diversity, but it is also delivering exceptional growth -- that's not common. For the first six months of fiscal 2021, total sales increased nearly 15% over the prior year. The company's Azure server products and cloud services grew 50% year over year in the most recent quarter. That segment has expanded to exceed the revenue produced by Microsoft's flagship personal computing products. Almost every business is tech-enabled now, and the inevitable growth of software as a service (SaaS), cybersecurity, and remote collaboration is a catalyst for cloud service providers.</p><p><blockquote>微软拥有罕见的有利特征组合。该公司通过巨大的规模和产品多样性享有稳定性,但它也实现了非凡的增长——这并不常见。2021财年的前六个月,总销售额比上一年增长了近15%。该公司的 Azure 服务器产品和云服务最近一个季度同比增长 50%。该细分市场已经扩大到超过微软旗舰个人计算产品产生的收入。现在几乎每个企业都是技术支持的,软件即服务(SaaS)、网络安全和远程协作的不可避免的增长是云服务提供商的催化剂。</blockquote></p><p>Microsoft is in direct competition with fearsome heavy-hitters including<b>Amazon</b>,<b>Alphabet</b>, and Apple. That's certainly a risk. That said, Azure is second only to AWS in the cloud market, with 20% share. Encouragingly, it has actually gained market share over the past year. Microsoft will grow by merely maintaining share in the next decade, as cloud services are expected to expand nearly 20% annually.</p><p><blockquote>微软正在与可怕的重量级人物直接竞争,包括<b>亚马逊</b>,<b>Alphabet</b>还有苹果。这当然是一个风险。也就是说,Azure在云市场仅次于AWS,占有20%的份额。令人鼓舞的是,在过去的一年里,它实际上增加了市场份额。未来十年,微软只需保持份额即可实现增长,因为云服务预计每年将增长近20%。</blockquote></p><p>At a forward P/E ratio of only 28.7, there's too much upside potential here relative to the risks associated with competition. Microsoft has the established business to make it a relatively safe stock, and it also provides growth potential to outpace the market.</p><p><blockquote>远期市盈率仅为 28.7,相对于与竞争相关的风险,这里有太多的上涨潜力。微软拥有既定的业务,使其成为相对安全的股票,并且还提供了跑赢市场的增长潜力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/04/02/2-top-stocks-you-can-buy-and-hold-for-the-next-dec/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/04/02/2-top-stocks-you-can-buy-and-hold-for-the-next-dec/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158992788","content_text":"These two tech stocks provide a combination of stability and growth that investors can confidently buy and hold for the long term.The hot stock of the day might sound too good to pass up, but your long-term investment portfolio should focus on stocks that should have strong fundamentals both today and a decade into the future. It's hard to see 10 years into the future, and the unexpected can always leap up to disrupt a sound narrative.However, there are steps we can take to identify companies with stellar growth opportunities and sustainable competitive advantages. Some mega-trends are relatively easy to predict, and the best companies enabling those trends are likely to outperform the market over the long term. With a 10-year time horizon, we don't have to take as much care to limit volatility or nitpickvaluation ratios. A decade from now, the winners will have ridden out economic cycles and grown enough to justify all but the most aggressive valuations today.These two stocks have established businesses, exposure to major tech trends, and reputable products in growth categories. They're great building blocks for your investment portfolio.NVIDIANVIDIA(NASDAQ:NVDA)rose to prominence as a leader in the design and production of graphics processing units (GPU) for computers. The company's products have evolved to become important components in data centers, cryptocurrency mining hardware, autonomous vehicles, and robotics. This aligns NVDIA's fortunes directly with some of thedisruptive technology trendsthat are expected to define the next decade. As blockchain, AI, security, remote connectivity, and video gaming become more prominent, demand for NVIDIA's industry-leading products will also grow.The company is also in advanced discussions to acquire a licensed chip design company called Arm, which would expand NVIDIA's operations into a new growth avenue. That'd be especially true if moves fromAppleand others to manufacture chips internally boost demand for chip design services.The story has a fair share of risks. The semiconductor industry is notoriously cyclical, as demand and pricing can fluctuate drastically based on theproduct replacement cycle, rather than global macroeconomic conditions. Plus, a serious decline in highly volatile cryptocurrency prices could also see a steep drop in demand for the chips used in mining. NVIDIA trades at more than 38 timesforward earnings, nearly 19 timesprice to book, and has anenterprise-value-to-EBITDAratio above 55. If bad news creeps in, share prices could crater quickly.Still, NVIDIA is growing rapidly, and its products have an excellent reputation. The company is deeply connected to all of the most exciting technology trends of the next decade, and there's an enormous opportunity ahead for shareholders. It's good to hold today, and it could be much larger in the future.MicrosoftMicrosoft(NASDAQ:MSFT)is famous for its Windows operating system and the Office software suite, but it is also one of the major players incloud services. The company also owns the networking and employment social media platform LinkedIn, has a large video game business, and sells the popular Surface brand of touchscreen computers.Microsoft has a rare combination of favorable characteristics. The company enjoys stability through enormous scale and product diversity, but it is also delivering exceptional growth -- that's not common. For the first six months of fiscal 2021, total sales increased nearly 15% over the prior year. The company's Azure server products and cloud services grew 50% year over year in the most recent quarter. That segment has expanded to exceed the revenue produced by Microsoft's flagship personal computing products. Almost every business is tech-enabled now, and the inevitable growth of software as a service (SaaS), cybersecurity, and remote collaboration is a catalyst for cloud service providers.Microsoft is in direct competition with fearsome heavy-hitters includingAmazon,Alphabet, and Apple. That's certainly a risk. That said, Azure is second only to AWS in the cloud market, with 20% share. Encouragingly, it has actually gained market share over the past year. Microsoft will grow by merely maintaining share in the next decade, as cloud services are expected to expand nearly 20% annually.At a forward P/E ratio of only 28.7, there's too much upside potential here relative to the risks associated with competition. Microsoft has the established business to make it a relatively safe stock, and it also provides growth potential to outpace the market.","news_type":1,"symbols_score_info":{"NVDA":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881776404,"gmtCreate":1631410353708,"gmtModify":1631889792367,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557823792637532","authorIdStr":"3557823792637532"},"themes":[],"title":"","htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/881776404","repostId":"2166377033","repostType":4,"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145582003,"gmtCreate":1626230385402,"gmtModify":1633928798030,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557823792637532","authorIdStr":"3557823792637532"},"themes":[],"title":"","htmlText":"opss","listText":"opss","text":"opss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/145582003","repostId":"1107276001","repostType":4,"isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146304630,"gmtCreate":1626052359720,"gmtModify":1633930652821,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557823792637532","authorIdStr":"3557823792637532"},"themes":[],"title":"","htmlText":"ofcoz","listText":"ofcoz","text":"ofcoz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146304630","repostId":"1189655421","repostType":4,"isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}