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Weilonglek
2021-08-10
Gogogo
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Weilonglek
2021-08-09
Okay
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Weilonglek
2021-08-05
Ok
Coursera fell 3% after soaring 21% yesterday<blockquote>Coursera 昨天飙升 21% 后下跌 3%</blockquote>
Weilonglek
2021-08-04
Good
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Weilonglek
2021-08-03
Ok
Fed Could Start ‘Tapering’ Soon. Don’t Expect It to Cause Havoc for the Stock Market This Time Around.<blockquote>美联储可能很快就会开始“缩减规模”。别指望这次会对股市造成严重破坏。</blockquote>
Weilonglek
2021-08-02
Let’s work on it
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Weilonglek
2021-07-31
Ok
SGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch<blockquote>惠誉:在 COVID-19 困境中,新加坡元将贬值至 1.35 美元/美元</blockquote>
Weilonglek
2021-07-30
Gogogo
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Weilonglek
2021-07-30
Nice
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Weilonglek
2021-07-28
Okay
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Weilonglek
2021-07-27
Good
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Weilonglek
2021-07-21
Oh dear
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Weilonglek
2021-07-20
Headache
Most of Chinese Stocks sank in morning trading<blockquote>大多数中国股票在早盘交易中下跌</blockquote>
Weilonglek
2021-07-19
Okay
抱歉,原内容已删除
Weilonglek
2021-07-15
True
JPMorgan Strategist Warns of Dot-Com Era ‘Bull Trap’ in Ark Fund<blockquote>摩根大通策略师警告方舟基金存在互联网时代的“牛市陷阱”</blockquote>
Weilonglek
2021-07-14
Nice
Microsoft to offer cloud-based version of Windows operating system<blockquote>微软将提供基于云的Windows操作系统版本</blockquote>
Weilonglek
2021-07-12
Okay
抱歉,原内容已删除
Weilonglek
2021-07-09
Pk
Apple shares surges 1.4%,climbing to a new record high.<blockquote>苹果股价飙升1.4%,攀升至历史新高。</blockquote>
Weilonglek
2021-07-08
True
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Weilonglek
2021-07-07
Ok
抱歉,原内容已删除
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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":1628171470,"share":"https://www.laohunote.com/m/news/1132594719?lang=zh_CN&edition=full","pubTime":"2021-08-05 21:51","market":"us","language":"en","title":"Coursera fell 3% after soaring 21% yesterday<blockquote>Coursera 昨天飙升 21% 后下跌 3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132594719","media":"Tiger Newspress","summary":"(Aug 5) Coursera fell 3% after soaring 21% yesterday. \nthe company have reported Q2 2021 financial r","content":"<p>(Aug 5) Coursera fell 3% after soaring 21% yesterday. </p><p><blockquote>(8月5日)Coursera在昨天飙升21%后下跌3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b4c30f620d3324d65c0c18c0207d5830\" tg-width=\"1129\" tg-height=\"653\" referrerpolicy=\"no-referrer\">the company have reported Q2 2021 financial results that look \"mixed\" in the extreme yesterday .</p><p><blockquote>该公司昨天公布了 2021 年第二季度的财务业绩,看起来“喜忧参半”。</blockquote></p><p> On the one hand, Coursera blew away analyst targets for Q2 revenue, producing $102.1 million where Wall Street had expected only $91.5 million. On the other hand, though, Coursera appears to have missed analyst predictions on profit entirely. According to a writeup fromTheFly.comthis morning, instead of the predicted $0.11-per-share loss, Coursera lost $0.38 per share.</p><p><blockquote>一方面,Coursera 超出了分析师对第二季度收入的预期,实现了 1.021 亿美元,而华尔街此前的预期仅为 9150 万美元。但另一方面,Coursera 似乎完全没有达到分析师对利润的预测。根据 TheFly.com 今天早上的一篇文章,Coursera 每股亏损 0.38 美元,而不是预测的每股亏损 0.11 美元。</blockquote></p><p> Wait, what? Coursera lost three times as much money as it was \"supposed\" to, and its stock is going up? At first glance, it certainly does look that way. So let me unravel the mystery for you.</p><p><blockquote>等等,什么?Coursera 的亏损是“应该”亏损的三倍,而其股价却在上涨?乍一看,确实是这样。所以让我为你解开谜团。</blockquote></p><p> When analysts make earnings estimates, they most often refer not to earnings calculated according to generally accepted accounting principles (GAAP) but rather topro formaearnings. And this fact can create some confusion among investors around earnings time as to whether a company \"beat\" or \"missed\" earnings.</p><p><blockquote>分析师在进行盈利预测时,通常指的不是根据公认会计准则 (GAAP) 计算的盈利,而是 topro formaearnings。这一事实可能会在盈利时间给投资者带来一些困惑,即公司是“超出”还是“错过”盈利。</blockquote></p><p> So in the case of Coursera, analysts forecast that the company would lose $0.11 per share<i>pro forma.</i>But the earnings number TheFly and other financial outlets refer to -- the $0.38-per-share loss -- was the company's<i>GAAP</i>loss. If you back out all the one-time charges (or what analysts consider one-time charges) from Coursera's results, though, the company's<i>pro forma</i>loss for the quarter was only $0.05 per share.</p><p><blockquote>因此,就Coursera而言,分析师预测该公司每股将亏损0.11美元<i>形式上。</i>但 TheFly 和其他金融机构提到的盈利数字——每股 0.38 美元的亏损——是该公司的<i>公认会计准则</i>损失。不过,如果你从 Coursera 的业绩中剔除所有一次性费用(或分析师认为的一次性费用),那么该公司的<i>形式</i>本季度亏损仅为每股0.05美元。</blockquote></p><p> Or in other words, comparing apples to apples, this was not an earnings \"miss,\" but an earnings \"beat.\"</p><p><blockquote>或者换句话说,将苹果与苹果进行比较,这不是盈利“失误”,而是盈利“击败”。</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>Coursera fell 3% after soaring 21% yesterday<blockquote>Coursera 昨天飙升 21% 后下跌 3%</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\">\nCoursera fell 3% after soaring 21% yesterday<blockquote>Coursera 昨天飙升 21% 后下跌 3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-05 21:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Aug 5) Coursera fell 3% after soaring 21% yesterday. </p><p><blockquote>(8月5日)Coursera在昨天飙升21%后下跌3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b4c30f620d3324d65c0c18c0207d5830\" tg-width=\"1129\" tg-height=\"653\" referrerpolicy=\"no-referrer\">the company have reported Q2 2021 financial results that look \"mixed\" in the extreme yesterday .</p><p><blockquote>该公司昨天公布了 2021 年第二季度的财务业绩,看起来“喜忧参半”。</blockquote></p><p> On the one hand, Coursera blew away analyst targets for Q2 revenue, producing $102.1 million where Wall Street had expected only $91.5 million. On the other hand, though, Coursera appears to have missed analyst predictions on profit entirely. According to a writeup fromTheFly.comthis morning, instead of the predicted $0.11-per-share loss, Coursera lost $0.38 per share.</p><p><blockquote>一方面,Coursera 超出了分析师对第二季度收入的预期,实现了 1.021 亿美元,而华尔街此前的预期仅为 9150 万美元。但另一方面,Coursera 似乎完全没有达到分析师对利润的预测。根据 TheFly.com 今天早上的一篇文章,Coursera 每股亏损 0.38 美元,而不是预测的每股亏损 0.11 美元。</blockquote></p><p> Wait, what? Coursera lost three times as much money as it was \"supposed\" to, and its stock is going up? At first glance, it certainly does look that way. So let me unravel the mystery for you.</p><p><blockquote>等等,什么?Coursera 的亏损是“应该”亏损的三倍,而其股价却在上涨?乍一看,确实是这样。所以让我为你解开谜团。</blockquote></p><p> When analysts make earnings estimates, they most often refer not to earnings calculated according to generally accepted accounting principles (GAAP) but rather topro formaearnings. And this fact can create some confusion among investors around earnings time as to whether a company \"beat\" or \"missed\" earnings.</p><p><blockquote>分析师在进行盈利预测时,通常指的不是根据公认会计准则 (GAAP) 计算的盈利,而是 topro formaearnings。这一事实可能会在盈利时间给投资者带来一些困惑,即公司是“超出”还是“错过”盈利。</blockquote></p><p> So in the case of Coursera, analysts forecast that the company would lose $0.11 per share<i>pro forma.</i>But the earnings number TheFly and other financial outlets refer to -- the $0.38-per-share loss -- was the company's<i>GAAP</i>loss. If you back out all the one-time charges (or what analysts consider one-time charges) from Coursera's results, though, the company's<i>pro forma</i>loss for the quarter was only $0.05 per share.</p><p><blockquote>因此,就Coursera而言,分析师预测该公司每股将亏损0.11美元<i>形式上。</i>但 TheFly 和其他金融机构提到的盈利数字——每股 0.38 美元的亏损——是该公司的<i>公认会计准则</i>损失。不过,如果你从 Coursera 的业绩中剔除所有一次性费用(或分析师认为的一次性费用),那么该公司的<i>形式</i>本季度亏损仅为每股0.05美元。</blockquote></p><p> Or in other words, comparing apples to apples, this was not an earnings \"miss,\" but an earnings \"beat.\"</p><p><blockquote>或者换句话说,将苹果与苹果进行比较,这不是盈利“失误”,而是盈利“击败”。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COUR":"Coursera, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132594719","content_text":"(Aug 5) Coursera fell 3% after soaring 21% yesterday. \nthe company have reported Q2 2021 financial results that look \"mixed\" in the extreme yesterday .\nOn the one hand, Coursera blew away analyst targets for Q2 revenue, producing $102.1 million where Wall Street had expected only $91.5 million. On the other hand, though, Coursera appears to have missed analyst predictions on profit entirely. According to a writeup fromTheFly.comthis morning, instead of the predicted $0.11-per-share loss, Coursera lost $0.38 per share.\nWait, what? Coursera lost three times as much money as it was \"supposed\" to, and its stock is going up? At first glance, it certainly does look that way. So let me unravel the mystery for you.\nWhen analysts make earnings estimates, they most often refer not to earnings calculated according to generally accepted accounting principles (GAAP) but rather topro formaearnings. And this fact can create some confusion among investors around earnings time as to whether a company \"beat\" or \"missed\" earnings.\nSo in the case of Coursera, analysts forecast that the company would lose $0.11 per sharepro forma.But the earnings number TheFly and other financial outlets refer to -- the $0.38-per-share loss -- was the company'sGAAPloss. If you back out all the one-time charges (or what analysts consider one-time charges) from Coursera's results, though, the company'spro formaloss for the quarter was only $0.05 per share.\nOr in other words, comparing apples to apples, this was not an earnings \"miss,\" but an earnings \"beat.\"","news_type":1,"symbols_score_info":{"COUR":0.9}},"isVote":1,"tweetType":1,"viewCount":3795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890131246,"gmtCreate":1628086252685,"gmtModify":1631889005489,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890131246","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":2354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807368161,"gmtCreate":1628001040453,"gmtModify":1631889005490,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807368161","repostId":"1145562808","repostType":4,"repost":{"id":"1145562808","kind":"news","pubTimestamp":1628000397,"share":"https://www.laohunote.com/m/news/1145562808?lang=zh_CN&edition=full","pubTime":"2021-08-03 22:19","market":"us","language":"en","title":"Fed Could Start ‘Tapering’ Soon. Don’t Expect It to Cause Havoc for the Stock Market This Time Around.<blockquote>美联储可能很快就会开始“缩减规模”。别指望这次会对股市造成严重破坏。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145562808","media":"Barron's","summary":"The Federal Reserve is poised to reduce the size of its bond-buying program, so stocks could head lo","content":"<p>The Federal Reserve is poised to reduce the size of its bond-buying program, so stocks could head lower soon. The pain may not be acute, though, because investors generally expect the Fed to do just that.</p><p><blockquote>美联储准备缩小债券购买计划的规模,因此股市可能很快就会走低。不过,这种痛苦可能并不剧烈,因为投资者普遍预计美联储会这样做。</blockquote></p><p> It was a different scenario in May 2013, when Ben Bernanke, the Fed’s chief at the time, told Congress that if economic conditions kept improving, and policy makers were confident that would continue, the bank could pare back its buying. Bond yields leapt, and the S&P 500 fell 5% in a five-day stretch in an episode known as the Taper Tantrum.</p><p><blockquote>2013 年 5 月,时任美联储主席本-伯南克(Ben Bernanke)告诉国会,如果经济状况继续改善,而政策制定者有信心这种情况将继续下去,美联储可能会削减购买规模。债券收益率飙升,标普500在五天内下跌了 5%,这一事件被称为缩减规模发脾气。</blockquote></p><p> As bond yields rose, stocks became relatively less attractive, especially because the bank was signaling it would provide less support to markets and the economy. The Fed ultimately announced a reduction of its buying in December that year.</p><p><blockquote>随着债券收益率上升,股票的吸引力相对下降,特别是因为该银行发出信号,将减少对市场和经济的支持。美联储最终在当年12月宣布减少购买。</blockquote></p><p> This time, investors are already expecting the Fed to taper. The central bank has telegraphed the change in monetary policy on several occasions. Government- bond dealers expect the Fed’s monthly bond purchases, part of its effort to prop up the economy as the pandemic struck, to fall from $120 billion currently to zero by the start of 2023, according to a Goldman Sachs survey.</p><p><blockquote>这一次,投资者已经预计美联储将缩减规模。央行已经多次传达了货币政策的变化。根据高盛(Goldman Sachs)的一项调查,政府债券交易商预计,到2023年初,美联储每月购买的债券将从目前的1200亿美元降至零。</blockquote></p><p> Stocks are already valued in a way that makes higher bond yields seem plausible. The S&P 500’s equity-risk premium—the percentage return from earnings and dividends for the average stock on the index, minus the yield on 10-year Treasury debt, is currently at about 6 percentage points, according to Goldman Sachs. The number represents the extra return relative to safe bonds that investors demand for being in equities.</p><p><blockquote>股票的估值已经使得更高的债券收益率似乎是合理的。根据高盛(Goldman Sachs)的数据,标普500的股票风险溢价--该指数中平均股票的收益和股息回报率减去 10 年期国债收益率的百分比,目前约为 6 个百分点。该数字代表投资者要求持有股票的相对于安全债券的额外回报。</blockquote></p><p> The figure is higher than the sub 6% levels often seen since 2010, implying that even if bond yields move higher, narrowing the equity-risk premium, stocks would still offer relatively strong returns in historical terms. “Market participants appear aware of tapering,” writes David Kostin, chief U.S. equity strategist at Goldman Sachs. “The equity risk premium remains high versus history.”</p><p><blockquote>这一数字高于2010年以来经常出现的低于6%的水平,这意味着即使债券收益率走高,缩小股票风险溢价,从历史角度来看,股票仍将提供相对强劲的回报。“高盛首席美国股票策略师大卫-科斯汀(David Kostin)写道:”市场参与者似乎意识到了缩减规模。“与历史相比,股票风险溢价仍然很高。”</blockquote></p><p> Others agree that markets are pricing in tapering by the Fed. “An orderly and transparent removal of easy monetary policy should not be disruptive, particularly if it’s undertaken in reaction to improvements in the underlying economy, “ wrote Jason Pride, chief investment officer for private wealth at Glenmede.</p><p><blockquote>其他人则认为市场正在消化美联储缩减规模。“格伦米德私人财富首席投资官杰森-普莱德(Jason Pride)写道:”有序、透明地取消宽松货币政策不应具有破坏性,尤其是如果取消宽松货币政策是为了应对基础经济的改善。</blockquote></p><p> At the very least, investors should monitor how much money the Fed pulls out from the bond market and how quickly it does so. A sharp selloff in response to the simple news that the Fed is tapering is far from certain.</p><p><blockquote>至少,投资者应该监控美联储从债券市场撤出多少资金以及撤出的速度。对美联储缩减规模这一简单消息做出反应的大幅抛售还远未确定。</blockquote></p><p></p>","source":"lsy1610680873436","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>Fed Could Start ‘Tapering’ Soon. Don’t Expect It to Cause Havoc for the Stock Market This Time Around.<blockquote>美联储可能很快就会开始“缩减规模”。别指望这次会对股市造成严重破坏。</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\">\nFed Could Start ‘Tapering’ Soon. Don’t Expect It to Cause Havoc for the Stock Market This Time Around.<blockquote>美联储可能很快就会开始“缩减规模”。别指望这次会对股市造成严重破坏。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-08-03 22:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Federal Reserve is poised to reduce the size of its bond-buying program, so stocks could head lower soon. The pain may not be acute, though, because investors generally expect the Fed to do just that.</p><p><blockquote>美联储准备缩小债券购买计划的规模,因此股市可能很快就会走低。不过,这种痛苦可能并不剧烈,因为投资者普遍预计美联储会这样做。</blockquote></p><p> It was a different scenario in May 2013, when Ben Bernanke, the Fed’s chief at the time, told Congress that if economic conditions kept improving, and policy makers were confident that would continue, the bank could pare back its buying. Bond yields leapt, and the S&P 500 fell 5% in a five-day stretch in an episode known as the Taper Tantrum.</p><p><blockquote>2013 年 5 月,时任美联储主席本-伯南克(Ben Bernanke)告诉国会,如果经济状况继续改善,而政策制定者有信心这种情况将继续下去,美联储可能会削减购买规模。债券收益率飙升,标普500在五天内下跌了 5%,这一事件被称为缩减规模发脾气。</blockquote></p><p> As bond yields rose, stocks became relatively less attractive, especially because the bank was signaling it would provide less support to markets and the economy. The Fed ultimately announced a reduction of its buying in December that year.</p><p><blockquote>随着债券收益率上升,股票的吸引力相对下降,特别是因为该银行发出信号,将减少对市场和经济的支持。美联储最终在当年12月宣布减少购买。</blockquote></p><p> This time, investors are already expecting the Fed to taper. The central bank has telegraphed the change in monetary policy on several occasions. Government- bond dealers expect the Fed’s monthly bond purchases, part of its effort to prop up the economy as the pandemic struck, to fall from $120 billion currently to zero by the start of 2023, according to a Goldman Sachs survey.</p><p><blockquote>这一次,投资者已经预计美联储将缩减规模。央行已经多次传达了货币政策的变化。根据高盛(Goldman Sachs)的一项调查,政府债券交易商预计,到2023年初,美联储每月购买的债券将从目前的1200亿美元降至零。</blockquote></p><p> Stocks are already valued in a way that makes higher bond yields seem plausible. The S&P 500’s equity-risk premium—the percentage return from earnings and dividends for the average stock on the index, minus the yield on 10-year Treasury debt, is currently at about 6 percentage points, according to Goldman Sachs. The number represents the extra return relative to safe bonds that investors demand for being in equities.</p><p><blockquote>股票的估值已经使得更高的债券收益率似乎是合理的。根据高盛(Goldman Sachs)的数据,标普500的股票风险溢价--该指数中平均股票的收益和股息回报率减去 10 年期国债收益率的百分比,目前约为 6 个百分点。该数字代表投资者要求持有股票的相对于安全债券的额外回报。</blockquote></p><p> The figure is higher than the sub 6% levels often seen since 2010, implying that even if bond yields move higher, narrowing the equity-risk premium, stocks would still offer relatively strong returns in historical terms. “Market participants appear aware of tapering,” writes David Kostin, chief U.S. equity strategist at Goldman Sachs. “The equity risk premium remains high versus history.”</p><p><blockquote>这一数字高于2010年以来经常出现的低于6%的水平,这意味着即使债券收益率走高,缩小股票风险溢价,从历史角度来看,股票仍将提供相对强劲的回报。“高盛首席美国股票策略师大卫-科斯汀(David Kostin)写道:”市场参与者似乎意识到了缩减规模。“与历史相比,股票风险溢价仍然很高。”</blockquote></p><p> Others agree that markets are pricing in tapering by the Fed. “An orderly and transparent removal of easy monetary policy should not be disruptive, particularly if it’s undertaken in reaction to improvements in the underlying economy, “ wrote Jason Pride, chief investment officer for private wealth at Glenmede.</p><p><blockquote>其他人则认为市场正在消化美联储缩减规模。“格伦米德私人财富首席投资官杰森-普莱德(Jason Pride)写道:”有序、透明地取消宽松货币政策不应具有破坏性,尤其是如果取消宽松货币政策是为了应对基础经济的改善。</blockquote></p><p> At the very least, investors should monitor how much money the Fed pulls out from the bond market and how quickly it does so. A sharp selloff in response to the simple news that the Fed is tapering is far from certain.</p><p><blockquote>至少,投资者应该监控美联储从债券市场撤出多少资金以及撤出的速度。对美联储缩减规模这一简单消息做出反应的大幅抛售还远未确定。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/federal-reserve-stocks-tapering-51627939038?mod=hp_LEAD_2_B_1\">Barron's</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.barrons.com/articles/federal-reserve-stocks-tapering-51627939038?mod=hp_LEAD_2_B_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145562808","content_text":"The Federal Reserve is poised to reduce the size of its bond-buying program, so stocks could head lower soon. The pain may not be acute, though, because investors generally expect the Fed to do just that.\nIt was a different scenario in May 2013, when Ben Bernanke, the Fed’s chief at the time, told Congress that if economic conditions kept improving, and policy makers were confident that would continue, the bank could pare back its buying. Bond yields leapt, and the S&P 500 fell 5% in a five-day stretch in an episode known as the Taper Tantrum.\nAs bond yields rose, stocks became relatively less attractive, especially because the bank was signaling it would provide less support to markets and the economy. The Fed ultimately announced a reduction of its buying in December that year.\nThis time, investors are already expecting the Fed to taper. The central bank has telegraphed the change in monetary policy on several occasions. Government- bond dealers expect the Fed’s monthly bond purchases, part of its effort to prop up the economy as the pandemic struck, to fall from $120 billion currently to zero by the start of 2023, according to a Goldman Sachs survey.\nStocks are already valued in a way that makes higher bond yields seem plausible. The S&P 500’s equity-risk premium—the percentage return from earnings and dividends for the average stock on the index, minus the yield on 10-year Treasury debt, is currently at about 6 percentage points, according to Goldman Sachs. The number represents the extra return relative to safe bonds that investors demand for being in equities.\nThe figure is higher than the sub 6% levels often seen since 2010, implying that even if bond yields move higher, narrowing the equity-risk premium, stocks would still offer relatively strong returns in historical terms. “Market participants appear aware of tapering,” writes David Kostin, chief U.S. equity strategist at Goldman Sachs. “The equity risk premium remains high versus history.”\nOthers agree that markets are pricing in tapering by the Fed. “An orderly and transparent removal of easy monetary policy should not be disruptive, particularly if it’s undertaken in reaction to improvements in the underlying economy, “ wrote Jason Pride, chief investment officer for private wealth at Glenmede.\nAt the very least, investors should monitor how much money the Fed pulls out from the bond market and how quickly it does so. A sharp selloff in response to the simple news that the Fed is tapering is far from certain.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804974842,"gmtCreate":1627918906786,"gmtModify":1631889005494,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"Let’s work on it","listText":"Let’s work on it","text":"Let’s work on it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804974842","repostId":"1172320411","repostType":4,"isVote":1,"tweetType":1,"viewCount":3685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802143238,"gmtCreate":1627740267224,"gmtModify":1631889005502,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802143238","repostId":"1167653033","repostType":4,"repost":{"id":"1167653033","kind":"news","pubTimestamp":1627706886,"share":"https://www.laohunote.com/m/news/1167653033?lang=zh_CN&edition=full","pubTime":"2021-07-31 12:48","market":"sg","language":"en","title":"SGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch<blockquote>惠誉:在 COVID-19 困境中,新加坡元将贬值至 1.35 美元/美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167653033","media":"Singapore Business","summary":"The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, accor","content":"<p>The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.</p><p><blockquote>根据惠誉解决方案公司的数据,预计2021年新加坡元(SGD)兑美元(USD)将贬值至1.35美元,2022年将进一步贬值至1.36美元。</blockquote></p><p> This is a downgrade from its previous forecast of $1.33 against the greenback for 2021 and $1.32 in 2022.</p><p><blockquote>这比之前预测的 2021 年美元兑 1.33 美元和 2022 年美元兑 1.32 美元有所下调。</blockquote></p><p> “The SGD has weakened in line with most other Asian currencies after the Fed’s hawkish surprise on June 16, and will likely trade in a weaker range between $1.35 per USD and $1.38 per USD for the remainder of 2021 and likely in 2022 as well,” Fitch said.</p><p><blockquote>“惠誉表示:”在美联储于 6 月 16 日出其不意的鹰派政策之后,新加坡元与大多数其他亚洲货币一样走弱,在 2021 年剩余时间里,新加坡元可能会在 1 美元兑 1.35 美元至 1 美元兑 1.38 美元之间的弱势区间内交易,2022 年也可能如此。</blockquote></p><p> This is due to the risk-off sentiment sparked by the resurgence of COVID-19 infections across Asia, including the key economies of Indonesia, Malaysia, and Thailand.</p><p><blockquote>这是由于亚洲各地(包括印度尼西亚、马来西亚和泰国的主要经济体)新冠肺炎感染病例死灰复燃引发了避险情绪。</blockquote></p><p> The SGD also breached the key support level of $1.35 per USD on 8 July and has weakened since. The last time Singapore breached this level was in July 2018, during the initial phases of the US-China trade war.</p><p><blockquote>新加坡元也在7月8日突破了1美元兑1.35美元的关键支撑位,此后一直走弱。新加坡上一次突破这一水平是在2018年7月,当时正值中美贸易战的初期阶段。</blockquote></p><p> “However, any weakness in the SGD should be capped by the economy being in a much more resilient position than other Asian markets, due to the fast progress in vaccinating the population,” it added. “This puts Singapore in a much more resilient position compared to most other Asian economies and the SGD could benefit from some degree of safe-haven flows from elsewhere in the region as the year progresses, limiting prospects for further depreciation beyond our identified trading range.”</p><p><blockquote>“然而,由于为民众接种疫苗的快速进展,新加坡元的任何疲软都应受到经济比其他亚洲市场更具弹性的限制,”它补充道。“与大多数其他亚洲经济体相比,这使得新加坡处于更具弹性的地位,随着今年的进展,新加坡元可能会受益于来自该地区其他地方的一定程度的避险资金流动,从而限制了新加坡元在我们确定的交易区间之外进一步贬值的前景。”</blockquote></p><p> For the long term, Fitch expects a strong recovery in exports to support the currency in 2022, but balanced by the risk of a potentially more hawkish US Fed if above-2% target inflation persists.</p><p><blockquote>从长远来看,惠誉预计 2022 年出口将强劲复苏以支撑人民币,但如果目标通胀率持续高于 -2%,美联储可能会采取更加鹰派的风险平衡了这一趋势。</blockquote></p><p> Fitch Solutions identified as a key risk the possibility of a COVID-19 variant that can bypass existing vaccines, which could force Singapore to implement further lockdowns.</p><p><blockquote>惠誉解决方案公司认为,一个关键风险是新冠肺炎变种可能绕过现有疫苗,这可能迫使新加坡实施进一步封锁。</blockquote></p><p></p>","source":"lsy1618986048053","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>SGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch<blockquote>惠誉:在 COVID-19 困境中,新加坡元将贬值至 1.35 美元/美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch<blockquote>惠誉:在 COVID-19 困境中,新加坡元将贬值至 1.35 美元/美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Singapore Business</strong><span class=\"h-time small\">2021-07-31 12:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.</p><p><blockquote>根据惠誉解决方案公司的数据,预计2021年新加坡元(SGD)兑美元(USD)将贬值至1.35美元,2022年将进一步贬值至1.36美元。</blockquote></p><p> This is a downgrade from its previous forecast of $1.33 against the greenback for 2021 and $1.32 in 2022.</p><p><blockquote>这比之前预测的 2021 年美元兑 1.33 美元和 2022 年美元兑 1.32 美元有所下调。</blockquote></p><p> “The SGD has weakened in line with most other Asian currencies after the Fed’s hawkish surprise on June 16, and will likely trade in a weaker range between $1.35 per USD and $1.38 per USD for the remainder of 2021 and likely in 2022 as well,” Fitch said.</p><p><blockquote>“惠誉表示:”在美联储于 6 月 16 日出其不意的鹰派政策之后,新加坡元与大多数其他亚洲货币一样走弱,在 2021 年剩余时间里,新加坡元可能会在 1 美元兑 1.35 美元至 1 美元兑 1.38 美元之间的弱势区间内交易,2022 年也可能如此。</blockquote></p><p> This is due to the risk-off sentiment sparked by the resurgence of COVID-19 infections across Asia, including the key economies of Indonesia, Malaysia, and Thailand.</p><p><blockquote>这是由于亚洲各地(包括印度尼西亚、马来西亚和泰国的主要经济体)新冠肺炎感染病例死灰复燃引发了避险情绪。</blockquote></p><p> The SGD also breached the key support level of $1.35 per USD on 8 July and has weakened since. The last time Singapore breached this level was in July 2018, during the initial phases of the US-China trade war.</p><p><blockquote>新加坡元也在7月8日突破了1美元兑1.35美元的关键支撑位,此后一直走弱。新加坡上一次突破这一水平是在2018年7月,当时正值中美贸易战的初期阶段。</blockquote></p><p> “However, any weakness in the SGD should be capped by the economy being in a much more resilient position than other Asian markets, due to the fast progress in vaccinating the population,” it added. “This puts Singapore in a much more resilient position compared to most other Asian economies and the SGD could benefit from some degree of safe-haven flows from elsewhere in the region as the year progresses, limiting prospects for further depreciation beyond our identified trading range.”</p><p><blockquote>“然而,由于为民众接种疫苗的快速进展,新加坡元的任何疲软都应受到经济比其他亚洲市场更具弹性的限制,”它补充道。“与大多数其他亚洲经济体相比,这使得新加坡处于更具弹性的地位,随着今年的进展,新加坡元可能会受益于来自该地区其他地方的一定程度的避险资金流动,从而限制了新加坡元在我们确定的交易区间之外进一步贬值的前景。”</blockquote></p><p> For the long term, Fitch expects a strong recovery in exports to support the currency in 2022, but balanced by the risk of a potentially more hawkish US Fed if above-2% target inflation persists.</p><p><blockquote>从长远来看,惠誉预计 2022 年出口将强劲复苏以支撑人民币,但如果目标通胀率持续高于 -2%,美联储可能会采取更加鹰派的风险平衡了这一趋势。</blockquote></p><p> Fitch Solutions identified as a key risk the possibility of a COVID-19 variant that can bypass existing vaccines, which could force Singapore to implement further lockdowns.</p><p><blockquote>惠誉解决方案公司认为,一个关键风险是新冠肺炎变种可能绕过现有疫苗,这可能迫使新加坡实施进一步封锁。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch\">Singapore Business</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://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167653033","content_text":"The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.\nThis is a downgrade from its previous forecast of $1.33 against the greenback for 2021 and $1.32 in 2022.\n“The SGD has weakened in line with most other Asian currencies after the Fed’s hawkish surprise on June 16, and will likely trade in a weaker range between $1.35 per USD and $1.38 per USD for the remainder of 2021 and likely in 2022 as well,” Fitch said.\nThis is due to the risk-off sentiment sparked by the resurgence of COVID-19 infections across Asia, including the key economies of Indonesia, Malaysia, and Thailand.\nThe SGD also breached the key support level of $1.35 per USD on 8 July and has weakened since. The last time Singapore breached this level was in July 2018, during the initial phases of the US-China trade war.\n“However, any weakness in the SGD should be capped by the economy being in a much more resilient position than other Asian markets, due to the fast progress in vaccinating the population,” it added. “This puts Singapore in a much more resilient position compared to most other Asian economies and the SGD could benefit from some degree of safe-haven flows from elsewhere in the region as the year progresses, limiting prospects for further depreciation beyond our identified trading range.”\nFor the long term, Fitch expects a strong recovery in exports to support the currency in 2022, but balanced by the risk of a potentially more hawkish US Fed if above-2% target inflation persists.\nFitch Solutions identified as a key risk the possibility of a COVID-19 variant that can bypass existing vaccines, which could force Singapore to implement further lockdowns.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806650922,"gmtCreate":1627654538666,"gmtModify":1631889005503,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806650922","repostId":"2155415366","repostType":4,"isVote":1,"tweetType":1,"viewCount":3056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808662633,"gmtCreate":1627574523322,"gmtModify":1631889005505,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808662633","repostId":"2155901523","repostType":4,"isVote":1,"tweetType":1,"viewCount":2601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801995099,"gmtCreate":1627478282411,"gmtModify":1631889005513,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801995099","repostId":"1100196347","repostType":4,"isVote":1,"tweetType":1,"viewCount":2606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809767218,"gmtCreate":1627393673534,"gmtModify":1631891584953,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809767218","repostId":"1112531605","repostType":4,"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176618685,"gmtCreate":1626879569247,"gmtModify":1631891584955,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"Oh dear","listText":"Oh dear","text":"Oh dear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176618685","repostId":"1148130964","repostType":4,"isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178375077,"gmtCreate":1626789962399,"gmtModify":1631891584959,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"Headache","listText":"Headache","text":"Headache","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/178375077","repostId":"1152232589","repostType":4,"repost":{"id":"1152232589","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":1626789433,"share":"https://www.laohunote.com/m/news/1152232589?lang=zh_CN&edition=full","pubTime":"2021-07-20 21:57","market":"us","language":"en","title":"Most of Chinese Stocks sank in morning trading<blockquote>大多数中国股票在早盘交易中下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152232589","media":"Tiger Newspress","summary":"(July 20) Most of Chinese Stocks sank in morning trading.","content":"<p>(July 20) Most of Chinese Stocks sank in morning trading.<img src=\"https://static.tigerbbs.com/bf27f6835b259a889be6a98da6e8d4d8\" tg-width=\"376\" tg-height=\"719\" width=\"100%\" height=\"auto\"></p><p><blockquote>(7月20日)中国股市早盘多数下跌。</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>Most of Chinese Stocks sank in morning trading<blockquote>大多数中国股票在早盘交易中下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nMost of Chinese Stocks sank in morning trading<blockquote>大多数中国股票在早盘交易中下跌</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\">2021-07-20 21:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(July 20) Most of Chinese Stocks sank in morning trading.<img src=\"https://static.tigerbbs.com/bf27f6835b259a889be6a98da6e8d4d8\" tg-width=\"376\" tg-height=\"719\" width=\"100%\" height=\"auto\"></p><p><blockquote>(7月20日)中国股市早盘多数下跌。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152232589","content_text":"(July 20) Most of Chinese Stocks sank in morning trading.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171391655,"gmtCreate":1626705117977,"gmtModify":1631891584961,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171391655","repostId":"2152827296","repostType":4,"isVote":1,"tweetType":1,"viewCount":1128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147272631,"gmtCreate":1626361496223,"gmtModify":1631891584963,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"True","listText":"True","text":"True","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147272631","repostId":"1165217903","repostType":4,"repost":{"id":"1165217903","kind":"news","pubTimestamp":1626357982,"share":"https://www.laohunote.com/m/news/1165217903?lang=zh_CN&edition=full","pubTime":"2021-07-15 22:06","market":"us","language":"en","title":"JPMorgan Strategist Warns of Dot-Com Era ‘Bull Trap’ in Ark Fund<blockquote>摩根大通策略师警告方舟基金存在互联网时代的“牛市陷阱”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165217903","media":"Bloomberg","summary":"(Bloomberg) -- Cathie Wood’s flagship ETF is showing many of the bubble-like traits seen in growth-b","content":"<p><div> (Bloomberg) -- Cathie Wood’s flagship ETF is showing many of the bubble-like traits seen in growth-based funds in 2000 and investors should consider betting against it with options, according to ...</p><p><blockquote><div>(彭博社)--据报道,凯西-伍德(Cathie Wood)的旗舰ETF显示出2000年成长型基金中出现的许多类似泡沫的特征,投资者应考虑用期权做空它。</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/jpmorgan-strategist-warns-dot-com-130235186.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/jpmorgan-strategist-warns-dot-com-130235186.html\">网页连接</a></blockquote></p><p></p>","source":"lsy1612507957220","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>JPMorgan Strategist Warns of Dot-Com Era ‘Bull Trap’ in Ark Fund<blockquote>摩根大通策略师警告方舟基金存在互联网时代的“牛市陷阱”</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\">\nJPMorgan Strategist Warns of Dot-Com Era ‘Bull Trap’ in Ark Fund<blockquote>摩根大通策略师警告方舟基金存在互联网时代的“牛市陷阱”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-07-15 22:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> (Bloomberg) -- Cathie Wood’s flagship ETF is showing many of the bubble-like traits seen in growth-based funds in 2000 and investors should consider betting against it with options, according to ...</p><p><blockquote><div>(彭博社)--据报道,凯西-伍德(Cathie Wood)的旗舰ETF显示出2000年成长型基金中出现的许多类似泡沫的特征,投资者应考虑用期权做空它。</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/jpmorgan-strategist-warns-dot-com-130235186.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/jpmorgan-strategist-warns-dot-com-130235186.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/jpmorgan-strategist-warns-dot-com-130235186.html\">Bloomberg</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":{".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/jpmorgan-strategist-warns-dot-com-130235186.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165217903","content_text":"(Bloomberg) -- Cathie Wood’s flagship ETF is showing many of the bubble-like traits seen in growth-based funds in 2000 and investors should consider betting against it with options, according to JPMorgan Chase & Co.’s Shawn Quigg.\nThe derivatives strategist reckons a second-half increase in Treasury yields could trigger declines for the ARK Innovation exchange-traded fund (ticker ARKK), which is up about 19% since mid-May.\n“Enter the bull trap reversal,” Quigg wrote in a Thursday note to clients. “A looming rise in yields could be a catalyst to accelerate ARKK shares lower, in addition to the continued outperformance of large staple-tech stocks over disruptive-tech stocks, and pressing ARKK into the capitulation phase.”\nThe 10-year U.S. Treasury yield has fallen more than 40 basis points to about 1.32% from a recent peak at the end of March, helping spur the rebound for ARKK. Quigg argues that’s a technical move, set to be undone as the reopening trade reasserts itself in the rest of the year.\nWood’s Ark Investment Management enjoyed a stellar start to 2021 propelled by gains in sectors such as electric vehicles, biotech and cryptocurrencies, as well as advances in stocks that benefited from the stay-at-home trade. But many of those themes faltered, and the firm’s main ETF fell more than 35% from mid-February through mid-May.\nJPMorgan expects cyclical and value assets to outperform amid the ongoing recovery and reopening from the pandemic. Value stocks just had their worst month versus growth counterparts in two decades, but the firm’s strategists see that as a pause in a rally that’s set to resume.\nQuigg recommends investors buy ARKK October $105 puts -- the strike price about 11% below the ETF’s closing level on Wednesday -- to take advantage of implied volatility that remains low even amid “the potential for shares to enter a broader capitulation phase,” he wrote.","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144840246,"gmtCreate":1626276558085,"gmtModify":1631891584965,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/144840246","repostId":"1103407312","repostType":4,"repost":{"id":"1103407312","kind":"news","pubTimestamp":1626275222,"share":"https://www.laohunote.com/m/news/1103407312?lang=zh_CN&edition=full","pubTime":"2021-07-14 23:07","market":"us","language":"en","title":"Microsoft to offer cloud-based version of Windows operating system<blockquote>微软将提供基于云的Windows操作系统版本</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103407312","media":"Reuters","summary":"(Reuters) - Microsoft Corp on Wednesday said it will offer its Windows operating system as a cloud-b","content":"<p>(Reuters) - Microsoft Corp on Wednesday said it will offer its Windows operating system as a cloud-based service, aiming to make it easier to access business apps that need Windows from a broader range of devices.</p><p><blockquote>(路透社)-微软周三表示,将把其Windows操作系统作为一种基于云的服务提供,旨在让人们更容易从更广泛的设备访问需要Windows的商业应用程序。</blockquote></p><p> Windows 365, as the service will be called, will roll out on Aug. 2 and will work somewhat like buying a new Windows PC: A business or school will pick how much computing power, memory and storage they would like for an the new machine.</p><p><blockquote>这项服务将被称为Windows 365,将于8月2日推出,其工作方式有点像购买一台新的Windows PC:企业或学校将为新机器选择他们想要的计算能力、内存和存储空间。</blockquote></p><p> But instead of waiting for a physical machine to arrive in the mail, the employee or student will access the operating system in the cloud via an existing PC, a Mac, iPhone, Android phone or Chromebook, as long as it has a web browser compatible with HTML 5, a widely used internet standard.</p><p><blockquote>但是,员工或学生将通过现有的PC、Mac、iPhone、Android手机或Chromebook访问云中的操作系统,而不是等待物理机器到达邮件,只要它有一个与广泛使用的互联网标准HTML 5兼容的网络浏览器。</blockquote></p><p> The cloud-based version was created in response to feedback from clients who wanted employees and students to have quicker and easier PC access regardless of physical location.</p><p><blockquote>基于云的版本是为了响应客户的反馈而创建的,这些客户希望员工和学生无论身处何处,都能更快、更轻松地访问PC。</blockquote></p><p> \"We define that shift to hybrid work as really being flexibility in how, when and where you work. That's really the pattern that we're seeing develop all across the world as people are starting to experiment,\" said Jared Spataro, corporate vice president for Microsoft 365 software.</p><p><blockquote>“我们将向混合工作的转变定义为在工作方式、时间和地点方面真正具有灵活性。随着人们开始尝试,这确实是我们在世界各地看到的发展模式,”微软365软件公司副总裁Jared Spataro说道。</blockquote></p><p> The service is akin to so-called \"virtual\" and \"remote\" desktops that have been around for decades but which require a sophisticated IT department to set up and manage. Those costs can also be unpredictable because they are based on how much the desktops are used.</p><p><blockquote>这项服务类似于所谓的“虚拟”和“远程”桌面,已经存在了几十年,但需要一个复杂的IT部门来设置和管理。这些成本也可能是不可预测的,因为它们是基于台式机的使用量。</blockquote></p><p> Microsoft hopes the Windows 365 technology will be easy enough for small-business owners or smaller schools to introduce without a large IT department, with a predictable monthly bill based on the size of each virtual computer.</p><p><blockquote>微软希望Windows 365技术对于小企业主或较小的学校来说足够容易引入,无需大型IT部门,根据每台虚拟机的大小,每月的账单是可预测的。</blockquote></p><p> Andrew Hewitt, an analyst at Forrester Research, said the move would help Microsoft defend its dominant market share in the face of strong competition from operating systems from Apple Inc and Alphabet's Google that are easier for schools and businesses to manage.</p><p><blockquote>Forrester Research 分析师 Andrew Hewitt 表示,此举将有助于微软在面临苹果和 Alphabet 旗下谷歌操作系统的激烈竞争时捍卫其主导市场份额,这些操作系统对学校和企业来说更容易管理。</blockquote></p><p></p>","source":"lsy1612507957220","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>Microsoft to offer cloud-based version of Windows operating system<blockquote>微软将提供基于云的Windows操作系统版本</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\">\nMicrosoft to offer cloud-based version of Windows operating system<blockquote>微软将提供基于云的Windows操作系统版本</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-14 23:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - Microsoft Corp on Wednesday said it will offer its Windows operating system as a cloud-based service, aiming to make it easier to access business apps that need Windows from a broader range of devices.</p><p><blockquote>(路透社)-微软周三表示,将把其Windows操作系统作为一种基于云的服务提供,旨在让人们更容易从更广泛的设备访问需要Windows的商业应用程序。</blockquote></p><p> Windows 365, as the service will be called, will roll out on Aug. 2 and will work somewhat like buying a new Windows PC: A business or school will pick how much computing power, memory and storage they would like for an the new machine.</p><p><blockquote>这项服务将被称为Windows 365,将于8月2日推出,其工作方式有点像购买一台新的Windows PC:企业或学校将为新机器选择他们想要的计算能力、内存和存储空间。</blockquote></p><p> But instead of waiting for a physical machine to arrive in the mail, the employee or student will access the operating system in the cloud via an existing PC, a Mac, iPhone, Android phone or Chromebook, as long as it has a web browser compatible with HTML 5, a widely used internet standard.</p><p><blockquote>但是,员工或学生将通过现有的PC、Mac、iPhone、Android手机或Chromebook访问云中的操作系统,而不是等待物理机器到达邮件,只要它有一个与广泛使用的互联网标准HTML 5兼容的网络浏览器。</blockquote></p><p> The cloud-based version was created in response to feedback from clients who wanted employees and students to have quicker and easier PC access regardless of physical location.</p><p><blockquote>基于云的版本是为了响应客户的反馈而创建的,这些客户希望员工和学生无论身处何处,都能更快、更轻松地访问PC。</blockquote></p><p> \"We define that shift to hybrid work as really being flexibility in how, when and where you work. That's really the pattern that we're seeing develop all across the world as people are starting to experiment,\" said Jared Spataro, corporate vice president for Microsoft 365 software.</p><p><blockquote>“我们将向混合工作的转变定义为在工作方式、时间和地点方面真正具有灵活性。随着人们开始尝试,这确实是我们在世界各地看到的发展模式,”微软365软件公司副总裁Jared Spataro说道。</blockquote></p><p> The service is akin to so-called \"virtual\" and \"remote\" desktops that have been around for decades but which require a sophisticated IT department to set up and manage. Those costs can also be unpredictable because they are based on how much the desktops are used.</p><p><blockquote>这项服务类似于所谓的“虚拟”和“远程”桌面,已经存在了几十年,但需要一个复杂的IT部门来设置和管理。这些成本也可能是不可预测的,因为它们是基于台式机的使用量。</blockquote></p><p> Microsoft hopes the Windows 365 technology will be easy enough for small-business owners or smaller schools to introduce without a large IT department, with a predictable monthly bill based on the size of each virtual computer.</p><p><blockquote>微软希望Windows 365技术对于小企业主或较小的学校来说足够容易引入,无需大型IT部门,根据每台虚拟机的大小,每月的账单是可预测的。</blockquote></p><p> Andrew Hewitt, an analyst at Forrester Research, said the move would help Microsoft defend its dominant market share in the face of strong competition from operating systems from Apple Inc and Alphabet's Google that are easier for schools and businesses to manage.</p><p><blockquote>Forrester Research 分析师 Andrew Hewitt 表示,此举将有助于微软在面临苹果和 Alphabet 旗下谷歌操作系统的激烈竞争时捍卫其主导市场份额,这些操作系统对学校和企业来说更容易管理。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/microsoft-offer-cloud-based-version-150308733.html\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://finance.yahoo.com/news/microsoft-offer-cloud-based-version-150308733.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103407312","content_text":"(Reuters) - Microsoft Corp on Wednesday said it will offer its Windows operating system as a cloud-based service, aiming to make it easier to access business apps that need Windows from a broader range of devices.\nWindows 365, as the service will be called, will roll out on Aug. 2 and will work somewhat like buying a new Windows PC: A business or school will pick how much computing power, memory and storage they would like for an the new machine.\nBut instead of waiting for a physical machine to arrive in the mail, the employee or student will access the operating system in the cloud via an existing PC, a Mac, iPhone, Android phone or Chromebook, as long as it has a web browser compatible with HTML 5, a widely used internet standard.\nThe cloud-based version was created in response to feedback from clients who wanted employees and students to have quicker and easier PC access regardless of physical location.\n\"We define that shift to hybrid work as really being flexibility in how, when and where you work. That's really the pattern that we're seeing develop all across the world as people are starting to experiment,\" said Jared Spataro, corporate vice president for Microsoft 365 software.\nThe service is akin to so-called \"virtual\" and \"remote\" desktops that have been around for decades but which require a sophisticated IT department to set up and manage. Those costs can also be unpredictable because they are based on how much the desktops are used.\nMicrosoft hopes the Windows 365 technology will be easy enough for small-business owners or smaller schools to introduce without a large IT department, with a predictable monthly bill based on the size of each virtual computer.\nAndrew Hewitt, an analyst at Forrester Research, said the move would help Microsoft defend its dominant market share in the face of strong competition from operating systems from Apple Inc and Alphabet's Google that are easier for schools and businesses to manage.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146778607,"gmtCreate":1626101416209,"gmtModify":1631891584968,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146778607","repostId":"2150539769","repostType":4,"isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141838365,"gmtCreate":1625845682557,"gmtModify":1631891584973,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"Pk","listText":"Pk","text":"Pk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141838365","repostId":"1173679159","repostType":4,"repost":{"id":"1173679159","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":1625842396,"share":"https://www.laohunote.com/m/news/1173679159?lang=zh_CN&edition=full","pubTime":"2021-07-09 22:53","market":"us","language":"en","title":"Apple shares surges 1.4%,climbing to a new record high.<blockquote>苹果股价飙升1.4%,攀升至历史新高。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173679159","media":"Tiger Newspress","summary":"Apple shares surges 1.4%,climbing to a new record high.","content":"<p>Apple shares surges 1.4%,climbing to a new record high.</p><p><blockquote>苹果股价飙升1.4%,攀升至历史新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4ec1879e2b236e7f57fd94e6811ef06e\" tg-width=\"792\" tg-height=\"628\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple shares surges 1.4%,climbing to a new record high.<blockquote>苹果股价飙升1.4%,攀升至历史新高。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares surges 1.4%,climbing to a new record high.<blockquote>苹果股价飙升1.4%,攀升至历史新高。</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\">2021-07-09 22:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple shares surges 1.4%,climbing to a new record high.</p><p><blockquote>苹果股价飙升1.4%,攀升至历史新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4ec1879e2b236e7f57fd94e6811ef06e\" tg-width=\"792\" tg-height=\"628\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173679159","content_text":"Apple shares surges 1.4%,climbing to a new record 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14:59","market":"us","language":"en","title":"Palantir: Buy The Dip<blockquote>Palantir:逢低买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100960455","media":"Seeking Alpha","summary":"Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disapp","content":"<p>Summary</p><p><blockquote>总结</blockquote></p><p> <ul> <li>Palantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.</li> <li>Palantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.</li> <li>Palantir continues to grow its client base across multiple industries.</li> <li>Palantir's lock-up period ends on February 19th. Place your bets!</li> </ul> One of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.</p><p><blockquote><ul><li>Palantir 公布了稳健的收入,但未能实现盈利。未来的预测有点令人失望。</li><li>Palantir 预计在 2020 年收入增长 47% 后,收入将同比增长 30%。</li><li>Palantir 继续扩大其在多个行业的客户群。</li><li>Palantir 的禁售期将于 2 月 19 日结束。下注吧!</li></ul>最近最热门的股票之一是最近直接上市的 Palantir Technologies Inc. (PLTR)。一些投资者原本预计该公司今天将发布井喷财报,但未能实现这一目标。该公司确实实现了令人难以置信的收入增长,未来的道路看起来也很光明。然而,投资者对该公司表示的光明前景感到失望。正如预期的那样,该股在锁定期结束前下跌。下周将讲述该股走向的更好故事。如果你觉得有风险,就跳上去。</blockquote></p><p> <b>Who Are They?</b></p><p><blockquote><b>他们是谁?</b></blockquote></p><p> If you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.</p><p><blockquote>如果你像我一样,你可能不知道这家公司是谁,也不知道他们做什么。Palantir Technologies Inc.自2003年成立以来,总部位于科罗拉多州丹佛市。简而言之, 他们为美国情报界构建和部署软件平台, 以协助反恐调查和行动。</blockquote></p><p> Palantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.</p><p><blockquote>Palantir Gothamis是一个软件程序,可以识别隐藏在数据集深处的模式。这有助于对平台内已识别的威胁执行真实世界的响应。这被用于帮助2018年佛罗伦萨飓风中的有需要的人。Palantir Gotham将公开的洪水数据与天气信息和社会脆弱性普查数据相结合,以找到最需要的社区,并适当部署资源。最近,他们正在向美国政府提供冠状病毒跟踪软件。</blockquote></p><p> The company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.</p><p><blockquote>该公司还提供 Palantir Foundry, 这是一个通过为组织数据创建中央操作系统来改变组织运营方式的平台;并允许个人用户在一个地方集成和分析他们需要的数据。</blockquote></p><p> Pretty cool hey?</p><p><blockquote>很酷啊?</blockquote></p><p> <b>What Is Driving The Company?</b></p><p><blockquote><b>是什么推动了这家公司?</b></blockquote></p><p> Revenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.</p><p><blockquote>收入。这是一个成长剧,简单明了。往下看,我们可以看到未来的预测。缺失的部分是2020年,我们今天发现是11亿美元。同比增长约 47%。展望未来,分析师预计年收入增长率将保持在 35% 以上。我们通常认为20%是强的,所以这看起来真的很好。第四季度,该公司公布季度收入为 3.221 亿美元,增长 20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2926257ca97794e55159ce8c6021a745\" tg-width=\"2978\" tg-height=\"992\"></p><p><blockquote></blockquote></p><p> (Source: TIKR.com)</p><p><blockquote>(来源:TIKR.com)</blockquote></p><p> The shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.</p><p><blockquote>令人震惊的是每股亏损总额为 0.08 美元,而市场普遍预期为 0.02 美元。受财报消息影响,该股今天下跌超过 12%。深入挖掘后,大多数投资者似乎对前瞻性预测感到失望。我个人认为他们有点沙袋,以消除共识,但时间会证明这有多真实。基于该公司发布的所有新闻,约翰·罗兹 (John Rhodes) 的文章中对此进行了很好的概述:Palantir:第四季度收入潜在爆发大多数人预计收入会超出预期,但该股上周的走势却并非如此。</blockquote></p><p> Data has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.</p><p><blockquote>数据比以往任何时候都更加与普通人相关。谈到新冠肺炎,当地新闻有各种各样的数据。2020年,Palantir帮助100个商业组织和10个国家政府应对新冠肺炎。这对Palantir来说是一个很好的机会,他们没有浪费。这一回应帮助 thema 赢得了价值 3150 万美元的英国医疗服务工作两年合同。仅在第四季度,该公司就签署了21笔价值超过500万美元的交易。其中12件价值1000万美元或以上。收入增长将继续是 Palantir 的未来。</blockquote></p><p> Some of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.</p><p><blockquote>一些最好的生意是政府生意。今年,Palantir 56% 的收入(即 6.1 亿美元)来自政府合同。虽然商业方面的同比增长率高达 107%,但政府收入 77% 的增长并不可笑。最令人印象深刻的是我们看到普通客户的情况。收入同比增长 41%。每个客户从560万美元高达790万美元。随着客户继续开发和改进其系统,将越来越多的业务移交给 Palantir,这是一个需要密切关注的重要指标。造成这种情况的另一个因素是 Palantir 吸引了大客户。2020年获得的新客户创造了4200万美元的收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9284f5fd3e26d0c55fcd9b2f6355371e\" tg-width=\"1752\" tg-height=\"983\"></p><p><blockquote></blockquote></p><p></p><p> (Company Presentation)</p><p><blockquote>(公司介绍)</blockquote></p><p> So all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.</p><p><blockquote>所以所有这些,我们今天仍然下跌12%?正如我上面提到的,人们对前瞻性预测感到有点震惊。Palantir 表示,预计 2021 年收入增长将超过 30%。这对大多数公司来说都是个好消息,但在你刚刚公布了 47% 的增长年份之后,这有点令人难过。但就像我说的,我认为他们有点沙袋。分析师仍预计 2021 年将增长约 35%。直觉告诉我,随着时间的推移,他们会超越这一点。该公司确实表示,他们的目标是到 2025 年实现 40 亿美元的收入,从现在开始每年增长 30%,这将使您受益匪浅。根据目前的预测,我完全预计这个数字将接近50亿美元。Palantir 正在追逐多个行业的“大鱼”。他们的客户中有 8 家进入财富 100 强,12 家进入全球 100 强。随着他们的产品不断发展和改进,他们的底线只会越来越好。我认为从长远来看,这里有很大的运行空间。</blockquote></p><p> <b>What Are The Risks?</b></p><p><blockquote><b>有什么风险?</b></blockquote></p><p> One of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.</p><p><blockquote>即将到来的风险之一是禁售期的结束,我将在下面谈到这一点。除此之外,我会看看政府合同。是的,它们是最重要的,但这并不是说它们没有风险。过去,Palantir 曾表示,他们需要更加关注商业客户,以帮助利润并扭亏为盈(这是盈利抛售的部分原因)。正如我们所看到的,他们已经获得了一些大型商业客户,但政府方面仍然存在。</blockquote></p><p> Something to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.</p><p><blockquote>还需要记住的是,与政府打交道可能会导致跨越一些人不同意的界限。据《华盛顿邮报》报道,2018 年,200 多名员工签署了一封致首席执行官亚历克斯·卡普 (Alex Karp) 的信,理由是对与移民和海关执法局合作的担忧。过去,由于潜在的侵犯人权行为,其他多家大型科技公司被迫切断与政府机构的联系。</blockquote></p><p> That said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.</p><p><blockquote>也就是说,我确实认为该公司将继续在商业领域做得很好,并很好地减少政府加班的整体风险。</blockquote></p><p> <b>What's The \"Lock-Up Period\"?</b></p><p><blockquote><b>什么是“锁定期”?</b></blockquote></p><p> The one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.</p><p><blockquote>许多人对Palantir的一个担忧是锁定期,锁定期将于2月19日(星期五)结束。通常情况下,我们会在这条路线上看到 IPO 的低点,但情况并非总是如此。</blockquote></p><p> Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended. What is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.</p><p><blockquote>从 10 月份前两周锁定期到期的 15 只股票来看,大多数股票在到期日前几天开始下跌,然后在三到五天后反弹。然而,一些人当天几乎没有看到抛售压力,禁售结束后股价立即攀升。是什么?简而言之,我们不是由中介机构发行公司新股并承销的首次公开募股,而是直接上市。这是企业直接向公众出售股票的地方,无需任何中介机构的帮助。并无涉及任何包销商或其他中介机构,亦无发行新股。这意味着该业务的最大股东只能在IPO锁定期满后自由出售其股份。Spotify (SPOT) 和 Slack (WORK) 是走直接上市路线的两个公司例子。也就是说,这两家公司都没有员工禁闭期。</blockquote></p><p> So what does this mean? Well, given thatMarketWatch said:</p><p><blockquote>那么这意味着什么呢?嗯,鉴于 MarketWatch 表示:</blockquote></p><p> For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options. It means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.</p><p><blockquote>不过,对于 Palantir 来说,多年的风险投资已经创造了足够多的股票来启动公开交易:大约 16.4 亿股,尽管按照包括归属期权在内的完全稀释公式计算,这一数字将增长到 21.7 亿股。这意味着目前约有 4.97 亿股流通股,我们可能会看到约 17 亿股流通股上市。现在这不太可能,但这确实意味着,考虑到 IPO 通常占已发行股票的 10%,而 Palantir 根据上面提供的数字发行股票的 20% 以上,该股的抛售压力应该低于平均水平。</blockquote></p><p> Where are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.</p><p><blockquote>我们现在在哪里?根据前面引用的研究,我们走在正确的轨道上。就在禁售期结束前,该股正在有序抛售。现在我们必须拭目以待,看看反弹是什么样子的。还是每个人都卖得很高,然后试图买得更低?这有点观望。让我们看看技术数据向我们展示了什么。</blockquote></p><p> <b>What Does The Price Say?</b></p><p><blockquote><b>价格怎么说?</b></blockquote></p><p></p><p> Taking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.</p><p><blockquote>快速浏览一下技术面,我们可以看到几个非常强的支撑位。首先,我们今天突破了 30 美元的一个相当大的突破,而且突破幅度很大,这在短期内有点令人担忧,但有可能快速反弹,以快速重新测试 30 美元大关。如果说这些市场教会了我们什么,那就是它们可以快速移动!在正常情况下,这可能是我的停留地点。但是直到今天我才有一个职位,随着我承担更多的风险,游戏发生了一些变化。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6b568bf73db2c1b38aaa1546a10427dc\" tg-width=\"3837\" tg-height=\"1813\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>(来源:TC2000.com)</blockquote></p><p> When a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.</p><p><blockquote>当一只股票像我们今天看到的 Palantir 坦克一样受欢迎时,会发生以下两件事之一。要么下跌被买入,这只股票将飙升至 40 美元,要么我们看到 Palantir 跌至约 23 美元。由于该股票是如此新,我们确实没有很好的支撑指标。看看下面,我们可以大致看到我从哪里拿出23美元。这是一个相当大的举动。下跌幅度约为 20%。如果 23 美元跌破,价格可能会进一步下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e3505c465c407b7387cbedf16a1b233\" tg-width=\"3840\" tg-height=\"1808\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>(来源:TC2000.com)</blockquote></p><p> When trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.</p><p><blockquote>当试图抓住反弹时,你必须准备好平均下跌。这是一种完全不同的方法。缩放和缩放…….同时知道什么时候放手。如果你想稳妥起见,注意反弹,然后试着进去。我确实认为会有一个不错的反弹,使股价回到 36-40 美元,但问题是什么时候。这对我个人来说不是长期持有。</blockquote></p><p> <b>Wrap-Up</b></p><p><blockquote><b>总结</b></blockquote></p><p> As you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!</p><p><blockquote>正如你所看到的,公司的发展方向有很多值得喜欢的地方。估值总是有争议的,但归根结底,价值就是有人愿意为此付出的任何代价。Palantir 是一台收入机器,它不会放慢速度。他们在玩“大鱼”,只要他们能继续实现目标,收入就会随之而来。我目前做多,但随着锁定期本周结束,我会密切关注。如果你要做多,确保在接下来的几天里扩大规模,并对下周的走势下注。在外面注意安全!</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>Palantir: Buy The Dip<blockquote>Palantir:逢低买入</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\">\nPalantir: Buy The Dip<blockquote>Palantir:逢低买入</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\">2021-02-19 14:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Summary</p><p><blockquote>总结</blockquote></p><p> <ul> <li>Palantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.</li> <li>Palantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.</li> <li>Palantir continues to grow its client base across multiple industries.</li> <li>Palantir's lock-up period ends on February 19th. Place your bets!</li> </ul> One of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.</p><p><blockquote><ul><li>Palantir 公布了稳健的收入,但未能实现盈利。未来的预测有点令人失望。</li><li>Palantir 预计在 2020 年收入增长 47% 后,收入将同比增长 30%。</li><li>Palantir 继续扩大其在多个行业的客户群。</li><li>Palantir 的禁售期将于 2 月 19 日结束。下注吧!</li></ul>最近最热门的股票之一是最近直接上市的 Palantir Technologies Inc. (PLTR)。一些投资者原本预计该公司今天将发布井喷财报,但未能实现这一目标。该公司确实实现了令人难以置信的收入增长,未来的道路看起来也很光明。然而,投资者对该公司表示的光明前景感到失望。正如预期的那样,该股在锁定期结束前下跌。下周将讲述该股走向的更好故事。如果你觉得有风险,就跳上去。</blockquote></p><p> <b>Who Are They?</b></p><p><blockquote><b>他们是谁?</b></blockquote></p><p> If you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.</p><p><blockquote>如果你像我一样,你可能不知道这家公司是谁,也不知道他们做什么。Palantir Technologies Inc.自2003年成立以来,总部位于科罗拉多州丹佛市。简而言之, 他们为美国情报界构建和部署软件平台, 以协助反恐调查和行动。</blockquote></p><p> Palantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.</p><p><blockquote>Palantir Gothamis是一个软件程序,可以识别隐藏在数据集深处的模式。这有助于对平台内已识别的威胁执行真实世界的响应。这被用于帮助2018年佛罗伦萨飓风中的有需要的人。Palantir Gotham将公开的洪水数据与天气信息和社会脆弱性普查数据相结合,以找到最需要的社区,并适当部署资源。最近,他们正在向美国政府提供冠状病毒跟踪软件。</blockquote></p><p> The company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.</p><p><blockquote>该公司还提供 Palantir Foundry, 这是一个通过为组织数据创建中央操作系统来改变组织运营方式的平台;并允许个人用户在一个地方集成和分析他们需要的数据。</blockquote></p><p> Pretty cool hey?</p><p><blockquote>很酷啊?</blockquote></p><p> <b>What Is Driving The Company?</b></p><p><blockquote><b>是什么推动了这家公司?</b></blockquote></p><p> Revenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.</p><p><blockquote>收入。这是一个成长剧,简单明了。往下看,我们可以看到未来的预测。缺失的部分是2020年,我们今天发现是11亿美元。同比增长约 47%。展望未来,分析师预计年收入增长率将保持在 35% 以上。我们通常认为20%是强的,所以这看起来真的很好。第四季度,该公司公布季度收入为 3.221 亿美元,增长 20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2926257ca97794e55159ce8c6021a745\" tg-width=\"2978\" tg-height=\"992\"></p><p><blockquote></blockquote></p><p> (Source: TIKR.com)</p><p><blockquote>(来源:TIKR.com)</blockquote></p><p> The shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.</p><p><blockquote>令人震惊的是每股亏损总额为 0.08 美元,而市场普遍预期为 0.02 美元。受财报消息影响,该股今天下跌超过 12%。深入挖掘后,大多数投资者似乎对前瞻性预测感到失望。我个人认为他们有点沙袋,以消除共识,但时间会证明这有多真实。基于该公司发布的所有新闻,约翰·罗兹 (John Rhodes) 的文章中对此进行了很好的概述:Palantir:第四季度收入潜在爆发大多数人预计收入会超出预期,但该股上周的走势却并非如此。</blockquote></p><p> Data has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.</p><p><blockquote>数据比以往任何时候都更加与普通人相关。谈到新冠肺炎,当地新闻有各种各样的数据。2020年,Palantir帮助100个商业组织和10个国家政府应对新冠肺炎。这对Palantir来说是一个很好的机会,他们没有浪费。这一回应帮助 thema 赢得了价值 3150 万美元的英国医疗服务工作两年合同。仅在第四季度,该公司就签署了21笔价值超过500万美元的交易。其中12件价值1000万美元或以上。收入增长将继续是 Palantir 的未来。</blockquote></p><p> Some of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.</p><p><blockquote>一些最好的生意是政府生意。今年,Palantir 56% 的收入(即 6.1 亿美元)来自政府合同。虽然商业方面的同比增长率高达 107%,但政府收入 77% 的增长并不可笑。最令人印象深刻的是我们看到普通客户的情况。收入同比增长 41%。每个客户从560万美元高达790万美元。随着客户继续开发和改进其系统,将越来越多的业务移交给 Palantir,这是一个需要密切关注的重要指标。造成这种情况的另一个因素是 Palantir 吸引了大客户。2020年获得的新客户创造了4200万美元的收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9284f5fd3e26d0c55fcd9b2f6355371e\" tg-width=\"1752\" tg-height=\"983\"></p><p><blockquote></blockquote></p><p></p><p> (Company Presentation)</p><p><blockquote>(公司介绍)</blockquote></p><p> So all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.</p><p><blockquote>所以所有这些,我们今天仍然下跌12%?正如我上面提到的,人们对前瞻性预测感到有点震惊。Palantir 表示,预计 2021 年收入增长将超过 30%。这对大多数公司来说都是个好消息,但在你刚刚公布了 47% 的增长年份之后,这有点令人难过。但就像我说的,我认为他们有点沙袋。分析师仍预计 2021 年将增长约 35%。直觉告诉我,随着时间的推移,他们会超越这一点。该公司确实表示,他们的目标是到 2025 年实现 40 亿美元的收入,从现在开始每年增长 30%,这将使您受益匪浅。根据目前的预测,我完全预计这个数字将接近50亿美元。Palantir 正在追逐多个行业的“大鱼”。他们的客户中有 8 家进入财富 100 强,12 家进入全球 100 强。随着他们的产品不断发展和改进,他们的底线只会越来越好。我认为从长远来看,这里有很大的运行空间。</blockquote></p><p> <b>What Are The Risks?</b></p><p><blockquote><b>有什么风险?</b></blockquote></p><p> One of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.</p><p><blockquote>即将到来的风险之一是禁售期的结束,我将在下面谈到这一点。除此之外,我会看看政府合同。是的,它们是最重要的,但这并不是说它们没有风险。过去,Palantir 曾表示,他们需要更加关注商业客户,以帮助利润并扭亏为盈(这是盈利抛售的部分原因)。正如我们所看到的,他们已经获得了一些大型商业客户,但政府方面仍然存在。</blockquote></p><p> Something to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.</p><p><blockquote>还需要记住的是,与政府打交道可能会导致跨越一些人不同意的界限。据《华盛顿邮报》报道,2018 年,200 多名员工签署了一封致首席执行官亚历克斯·卡普 (Alex Karp) 的信,理由是对与移民和海关执法局合作的担忧。过去,由于潜在的侵犯人权行为,其他多家大型科技公司被迫切断与政府机构的联系。</blockquote></p><p> That said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.</p><p><blockquote>也就是说,我确实认为该公司将继续在商业领域做得很好,并很好地减少政府加班的整体风险。</blockquote></p><p> <b>What's The \"Lock-Up Period\"?</b></p><p><blockquote><b>什么是“锁定期”?</b></blockquote></p><p> The one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.</p><p><blockquote>许多人对Palantir的一个担忧是锁定期,锁定期将于2月19日(星期五)结束。通常情况下,我们会在这条路线上看到 IPO 的低点,但情况并非总是如此。</blockquote></p><p> Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended. What is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.</p><p><blockquote>从 10 月份前两周锁定期到期的 15 只股票来看,大多数股票在到期日前几天开始下跌,然后在三到五天后反弹。然而,一些人当天几乎没有看到抛售压力,禁售结束后股价立即攀升。是什么?简而言之,我们不是由中介机构发行公司新股并承销的首次公开募股,而是直接上市。这是企业直接向公众出售股票的地方,无需任何中介机构的帮助。并无涉及任何包销商或其他中介机构,亦无发行新股。这意味着该业务的最大股东只能在IPO锁定期满后自由出售其股份。Spotify (SPOT) 和 Slack (WORK) 是走直接上市路线的两个公司例子。也就是说,这两家公司都没有员工禁闭期。</blockquote></p><p> So what does this mean? Well, given thatMarketWatch said:</p><p><blockquote>那么这意味着什么呢?嗯,鉴于 MarketWatch 表示:</blockquote></p><p> For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options. It means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.</p><p><blockquote>不过,对于 Palantir 来说,多年的风险投资已经创造了足够多的股票来启动公开交易:大约 16.4 亿股,尽管按照包括归属期权在内的完全稀释公式计算,这一数字将增长到 21.7 亿股。这意味着目前约有 4.97 亿股流通股,我们可能会看到约 17 亿股流通股上市。现在这不太可能,但这确实意味着,考虑到 IPO 通常占已发行股票的 10%,而 Palantir 根据上面提供的数字发行股票的 20% 以上,该股的抛售压力应该低于平均水平。</blockquote></p><p> Where are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.</p><p><blockquote>我们现在在哪里?根据前面引用的研究,我们走在正确的轨道上。就在禁售期结束前,该股正在有序抛售。现在我们必须拭目以待,看看反弹是什么样子的。还是每个人都卖得很高,然后试图买得更低?这有点观望。让我们看看技术数据向我们展示了什么。</blockquote></p><p> <b>What Does The Price Say?</b></p><p><blockquote><b>价格怎么说?</b></blockquote></p><p></p><p> Taking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.</p><p><blockquote>快速浏览一下技术面,我们可以看到几个非常强的支撑位。首先,我们今天突破了 30 美元的一个相当大的突破,而且突破幅度很大,这在短期内有点令人担忧,但有可能快速反弹,以快速重新测试 30 美元大关。如果说这些市场教会了我们什么,那就是它们可以快速移动!在正常情况下,这可能是我的停留地点。但是直到今天我才有一个职位,随着我承担更多的风险,游戏发生了一些变化。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6b568bf73db2c1b38aaa1546a10427dc\" tg-width=\"3837\" tg-height=\"1813\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>(来源:TC2000.com)</blockquote></p><p> When a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.</p><p><blockquote>当一只股票像我们今天看到的 Palantir 坦克一样受欢迎时,会发生以下两件事之一。要么下跌被买入,这只股票将飙升至 40 美元,要么我们看到 Palantir 跌至约 23 美元。由于该股票是如此新,我们确实没有很好的支撑指标。看看下面,我们可以大致看到我从哪里拿出23美元。这是一个相当大的举动。下跌幅度约为 20%。如果 23 美元跌破,价格可能会进一步下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e3505c465c407b7387cbedf16a1b233\" tg-width=\"3840\" tg-height=\"1808\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>(来源:TC2000.com)</blockquote></p><p> When trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.</p><p><blockquote>当试图抓住反弹时,你必须准备好平均下跌。这是一种完全不同的方法。缩放和缩放…….同时知道什么时候放手。如果你想稳妥起见,注意反弹,然后试着进去。我确实认为会有一个不错的反弹,使股价回到 36-40 美元,但问题是什么时候。这对我个人来说不是长期持有。</blockquote></p><p> <b>Wrap-Up</b></p><p><blockquote><b>总结</b></blockquote></p><p> As you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!</p><p><blockquote>正如你所看到的,公司的发展方向有很多值得喜欢的地方。估值总是有争议的,但归根结底,价值就是有人愿意为此付出的任何代价。Palantir 是一台收入机器,它不会放慢速度。他们在玩“大鱼”,只要他们能继续实现目标,收入就会随之而来。我目前做多,但随着锁定期本周结束,我会密切关注。如果你要做多,确保在接下来的几天里扩大规模,并对下周的走势下注。在外面注意安全!</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4406809-palantir-buy-the-dip\">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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4406809-palantir-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100960455","content_text":"Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.\nPalantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.\nPalantir continues to grow its client base across multiple industries.\nPalantir's lock-up period ends on February 19th. Place your bets!\n\nOne of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.\nWho Are They?\nIf you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.\nPalantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.\nThe company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.\nPretty cool hey?\nWhat Is Driving The Company?\nRevenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.\n\n(Source: TIKR.com)\nThe shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.\nData has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.\nSome of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.\n\n(Company Presentation)\nSo all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.\nWhat Are The Risks?\nOne of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.\nSomething to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.\nThat said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.\nWhat's The \"Lock-Up Period\"?\nThe one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.\n\n Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended.\n\nWhat is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.\nSo what does this mean? Well, given thatMarketWatch said:\n\n For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options.\n\nIt means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.\nWhere are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.\nWhat Does The Price Say?\nTaking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.\n\n(Source: TC2000.com)\nWhen a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.\n\n(Source: TC2000.com)\nWhen trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.\nWrap-Up\nAs you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388733810,"gmtCreate":1613094269730,"gmtModify":1634554555113,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"Close for cny","listText":"Close for cny","text":"Close for cny","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/388733810","repostId":"2110041547","repostType":4,"isVote":1,"tweetType":1,"viewCount":1137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320869351,"gmtCreate":1615080196873,"gmtModify":1703484549162,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"Buy the dip?","listText":"Buy the dip?","text":"Buy the dip?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/320869351","repostId":"1182430321","repostType":4,"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365271698,"gmtCreate":1614753151414,"gmtModify":1703480658664,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"Nio gogogo","listText":"Nio gogogo","text":"Nio gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/365271698","repostId":"1196245947","repostType":4,"isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353697575,"gmtCreate":1616489363497,"gmtModify":1634525564959,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"Still voting for NIO","listText":"Still voting for NIO","text":"Still voting for NIO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/353697575","repostId":"2121175991","repostType":4,"isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322593576,"gmtCreate":1615815414295,"gmtModify":1703493426676,"author":{"id":"3558571642509864","authorId":"3558571642509864","name":"Weilonglek","avatar":"https://static.tigerbbs.com/582a828478fa487580669c34bce8961c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558571642509864","idStr":"3558571642509864"},"themes":[],"title":"","htmlText":"Panic sale? ","listText":"Panic sale? ","text":"Panic sale?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/322593576","repostId":"2119232912","repostType":4,"repost":{"id":"2119232912","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1615813294,"share":"https://www.laohunote.com/m/news/2119232912?lang=zh_CN&edition=full","pubTime":"2021-03-15 21:01","market":"us","language":"en","title":"Warren Buffett's Panic Sale Of Two Stocks Cost $713 Million<blockquote>沃伦·巴菲特恐慌性抛售两只股票耗资 7.13 亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2119232912","media":"Investors","summary":"Famed investor Warren Buffett is known for holding S&P 500 stocks forever. But two stocks he sold showed 2020's losers are among 2021's winners.","content":"<p>Famed investor Warren Buffett is known for holding S&P 500 stocks forever. But two stocks he didn't follow his own advice on highlighted a major trend in this year's market: 2020's losers are among 2021's winners so far.</p><p><blockquote>著名投资者沃伦·巴菲特以永远持有标普500股票而闻名。但他没有听从自己建议的两只股票凸显了今年市场的一个主要趋势:到目前为止,2020 年的输家就是 2021 年的赢家之一。</blockquote></p><p> Buffett unloaded <b>Berkshire Hathaway</b>'s shares of energy firm <b>Occidental Petroleum</b> and industrial <b>United Airlines</b> in the harrowing second quarter of 2020. And yet, both have powered higher in 2021's value-driven market. And not by just a little. Occidental is the S&P 500's fourth-best stock this year, up 77%. And United is up more than 30%, putting it in the index's top quintile.</p><p><blockquote>巴菲特卸货<b>伯克希尔哈撒韦公司</b>能源公司的股份<b>西方石油</b>和工业<b>联合航空公司</b>在痛苦的2020年第二季度。然而,两者都在 2021 年价值驱动的市场中走高。而且不是一点点。西方石油公司是今年标准普尔 500 指数第四好的股票,上涨 77%。美联航股价上涨超过 30%,跻身该指数前五分之一。</blockquote></p><p> It's easy to see why Buffett sold. Occidental was the worst stock in the S&P 500 in 2020. Plunging oil prices in 2020 sent shares of Occidental down 77% in 2020. And United Airlines lost half its value in 2020, making it the fifth worst stock in the S&P 500.</p><p><blockquote>巴菲特出售的原因很容易理解。西方石油是 2020 年标普500表现最差的股票。2020 年油价暴跌导致西方石油公司股价在 2020 年下跌 77%。美联航在 2020 年市值缩水一半,成为标普500第五差的股票。</blockquote></p><p> But in the value-stock led rally of 2021, where last year's worst stocks are soaring, both these stocks are coming alive for investors looking at the right indicators now.</p><p><blockquote>但在 2021 年价值股引领的反弹中,去年表现最差的股票正在飙升,这两只股票对于现在关注正确指标的投资者来说都变得活跃起来。</blockquote></p><p> <b>The S&P 500 Turns Upside Down</b></p><p><blockquote><b>标普500天翻地覆</b></blockquote></p><p> Buffett is feeling the S&P 500's major flip-flop in the wallet. The index's worst stocks are turning into the best ones so far in 2021. The numbers are staggering.</p><p><blockquote>巴菲特感受到了标准普尔 500 指数的重大转变。2021 年迄今为止,该指数中最差的股票正在变成最好的股票。这些数字令人震惊。</blockquote></p><p> All 50 of the worst S&P 500 stocks in 2020 are up this year so far, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence and MarketSmith. And not by a little. The worst S&P 500 stocks of 2020 are now up an average 33% in 2021 so far. That blows away the S&P 500's 5% gain this year. And the bottom 10 S&P 500 stocks of 2020 are doing even better: up 44.8% this year. Most are energy stocks.</p><p><blockquote>《投资者商业日报》对 S&P Global Market Intelligence 和 MarketSmith 数据的分析显示,今年迄今为止,2020 年表现最差的 50 只标普500股票全部上涨。一点也不差。到目前为止,2020 年最差的标普500股票在 2021 年平均上涨了 33%。这抹去了标准普尔 500 指数今年 5% 的涨幅。2020 年排名垫底的 10 只标普500股票表现更好:今年上涨了 44.8%。大多数是能源股。</blockquote></p><p> Some of the bounces are remarkable. Take Occidental. Shares are up more than 76.9% this year already to 30.63. That must sting Buffett a little. Shares got down to 18.30 apiece at the end of the second quarter, the period in which Buffett unloaded his nearly 19 million shares. The stock dropped in half from the start of 2020 until the end of the quarter Buffett finally sold.</p><p><blockquote>有些反弹是显著的。以西方航空为例。今年股价已上涨超过 76.9%,至 30.63 点。这肯定有点刺痛巴菲特。第二季度末,巴菲特抛售了近 1900 万股股票,股价跌至每股 18.30 美元。从 2020 年初到巴菲特最终出售的季度末,该股下跌了一半。</blockquote></p><p> But those shares are worth $233 million more now. Occidental now has an IBD Relative Strength rating of 88. That means the stock is outperforming 88% of all others.</p><p><blockquote>但这些股票现在价值增加了 2.33 亿美元。西方石油公司目前的 IBD 相对实力评级为 88。这意味着该股的表现优于 88% 的其他股票。</blockquote></p><p> And then there's United Airlines, a favorite stock with millennial investors. Shares plummeted in 2020, dropping to 34.61 in the second quarter of 2020 during which Buffett unloaded his entire stake. But the airline stock is now up 30% this year. That makes the 22.1 million shares Buffett sold worth $480 million more.</p><p><blockquote>然后是联合航空公司,这是千禧一代投资者最喜欢的股票。2020 年股价暴跌,2020 年第二季度跌至 34.61 股,期间巴菲特抛售了全部股份。但该航空公司的股票今年已经上涨了 30%。这使得巴菲特出售的 2210 万股股票价值增加了 4.8 亿美元。</blockquote></p><p> <b>Role Reversal Flips The S&P 500</b></p><p><blockquote><b>角色逆转颠覆标普500</b></blockquote></p><p> There's no denying the pandemic and following economic shutdown caused this flip in the market's winners. Cruise line operators in the S&P 500, which Buffett doesn't own, show the point.</p><p><blockquote>不可否认,疫情和随后的经济停摆导致了市场赢家的这种转变。巴菲特不拥有的标普500邮轮运营商就说明了这一点。</blockquote></p><p> <b>Carnival</b> tanked 57% in 2020 to 21.66 a share as bookings dropped off. It was the second worst stock in the S&P 500 in 2020. But shares rallied 31.4% this year to 28.46, making it the 54th best S&P 500 stock this year. Carnival's IBD Relative Strength is now 69. And then there's <b>Norwegian Cruise Line</b>. The stock plunged 57% in 2020, but this year? It's up 21% and sports a Relative Strength of 80. Do you know if you should buy Carnival stock now?</p><p><blockquote><b>狂欢节</b>由于预订量下降,2020 年股价下跌 57%,至每股 21.66 美元。它是2020年标普500第二差的股票。但该股今年上涨了 31.4%,至 28.46,成为今年第 54 只最佳标普500股票。嘉年华的IBD相对强度现在是69。然后还有<b>挪威邮轮公司</b>.该股2020年暴跌57%,但今年?它上涨了 21%,相对强度为 80。你知道现在该不该买嘉年华股票吗?</blockquote></p><p> Don't feel too bad for Buffett. Shares of Berkshire Hathaway are up 13.5% this year as many of his other value investments like railroads and financials pay off. But he's not getting much comfort from his largest public holding. <b>Apple</b>, which is nearly half his portfolio, is down 9% this year.</p><p><blockquote>不要为巴菲特感到太难过。伯克希尔哈撒韦公司的股价今年上涨了 13.5%,因为他的许多其他价值投资(如铁路和金融)都获得了回报。但他并没有从他最大的公共持股中得到太多安慰。<b>苹果</b>占他投资组合的近一半,今年下跌了 9%。</blockquote></p><p> Savvy investors know it's wise to cut losses before they swell more than 8% of your purchase price. But they also know to read what the S&P 500 is telling then. And right now, it's saying last year's worst are this year's best.</p><p><blockquote>精明的投资者知道,在损失增加超过购买价格 8% 之前减少损失是明智的。但他们也知道如何阅读标普500当时所说的话。现在,它说去年最差的是今年最好的。</blockquote></p><p></p><p> <h2>The Worst S&P 500 Stocks Of 2020 Are Soaring</h2> <table> <thead> <tr> <th>Company</th> <th>Symbol</th> <th>2020 % Stock Ch.</th> <th>% Ch. YTD Stock</th> <th>Sector</th> <th>Relative Strength</th> </tr> </thead> <tbody> <tr> <td>Occidental Petroleum</td> <td></td> <td><b>-58.0% (worst stock of 2020)</b></td> <td>76.9%</td> <td>Energy</td> <td>88</td> </tr> <tr> <td>Carnival</td> <td></td> <td><b>-57.4%</b></td> <td>31.4%</td> <td>Consumer Discretionary</td> <td>69</td> </tr> <tr> <td>Norwegian Cruise</td> <td></td> <td><b>-56.5%</b></td> <td>20.8%</td> <td>Consumer Discretionary</td> <td>80</td> </tr> <tr> <td>Raytheon Technologies</td> <td></td> <td><b>-52.3%</b></td> <td>9.8%</td> <td>Industrials</td> <td>38</td> </tr> <tr> <td>United Airlines</td> <td></td> <td><b>-50.9%</b></td> <td>30.2%</td> <td>Industrials</td> <td>58</td> </tr> <tr> <td>Marathon Oil</td> <td></td> <td><b>-50.9%</b></td> <td>82.9%</td> <td>Energy</td> <td>91</td> </tr> <tr> <td>ONEOK</td> <td></td> <td><b>-49.3%</b></td> <td>34.4%</td> <td>Energy</td> <td>74</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/HFC\">HollyFrontier</a></td> <td></td> <td><b>-49.0%</b></td> <td>58.8%</td> <td>Energy</td> <td>77</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a></td> <td></td> <td><b>-47.9%</b></td> <td>69.4%</td> <td>Energy</td> <td>91</td> </tr> <tr> <td>Schlumberger</td> <td></td> <td><b>-45.7%</b></td> <td>32.9%</td> <td>Energy</td> <td>71</td> </tr> </tbody> </table> <h5>Sources: IBD, S&P Global Market Intelligence</h5></p><p><blockquote><h2>2020 年最糟糕的标普500股票正在飙升</h2><table><thead><tr><th>公司</th><th>象征</th><th>2020 % 库存 Ch。</th><th>年初至今库存百分比</th><th>部门</th><th>相对强度</th></tr></thead><tbody><tr><td>西方石油</td><td></td><td><b>-58.0%(2020 年最差股票)</b></td><td>76.9%</td><td>能源</td><td>88</td></tr><tr><td>狂欢节</td><td></td><td><b>-57.4%</b></td><td>31.4%</td><td>非必需消费品</td><td>69</td></tr><tr><td>挪威邮轮</td><td></td><td><b>-56.5%</b></td><td>20.8%</td><td>非必需消费品</td><td>80</td></tr><tr><td>雷神技术公司</td><td></td><td><b>-52.3%</b></td><td>9.8%</td><td>工业</td><td>38</td></tr><tr><td>联合航空公司</td><td></td><td><b>-50.9%</b></td><td>30.2%</td><td>工业</td><td>58</td></tr><tr><td>马拉松油</td><td></td><td><b>-50.9%</b></td><td>82.9%</td><td>能源</td><td>91</td></tr><tr><td>奥尼克</td><td></td><td><b>-49.3%</b></td><td>34.4%</td><td>能源</td><td>74</td></tr><tr><td><a href=\"https://laohu8.com/S/HFC\">霍利边疆</a></td><td></td><td><b>-49.0%</b></td><td>58.8%</td><td>能源</td><td>77</td></tr><tr><td><a href=\"https://laohu8.com/S/FANG\">响尾蛇能源</a></td><td></td><td><b>-47.9%</b></td><td>69.4%</td><td>能源</td><td>91</td></tr><tr><td>斯伦贝谢</td><td></td><td><b>-45.7%</b></td><td>32.9%</td><td>能源</td><td>71</td></tr></tbody></table><h5>资料来源:IBD、标准普尔全球市场情报</h5></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett's Panic Sale Of Two Stocks Cost $713 Million<blockquote>沃伦·巴菲特恐慌性抛售两只股票耗资 7.13 亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time smaller\">2021-03-15 21:01</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Famed investor Warren Buffett is known for holding S&P 500 stocks forever. But two stocks he didn't follow his own advice on highlighted a major trend in this year's market: 2020's losers are among 2021's winners so far.</p><p><blockquote>著名投资者沃伦·巴菲特以永远持有标普500股票而闻名。但他没有听从自己建议的两只股票凸显了今年市场的一个主要趋势:到目前为止,2020 年的输家就是 2021 年的赢家之一。</blockquote></p><p> Buffett unloaded <b>Berkshire Hathaway</b>'s shares of energy firm <b>Occidental Petroleum</b> and industrial <b>United Airlines</b> in the harrowing second quarter of 2020. And yet, both have powered higher in 2021's value-driven market. And not by just a little. Occidental is the S&P 500's fourth-best stock this year, up 77%. And United is up more than 30%, putting it in the index's top quintile.</p><p><blockquote>巴菲特卸货<b>伯克希尔哈撒韦公司</b>能源公司的股份<b>西方石油</b>和工业<b>联合航空公司</b>在痛苦的2020年第二季度。然而,两者都在 2021 年价值驱动的市场中走高。而且不是一点点。西方石油公司是今年标准普尔 500 指数第四好的股票,上涨 77%。美联航股价上涨超过 30%,跻身该指数前五分之一。</blockquote></p><p> It's easy to see why Buffett sold. Occidental was the worst stock in the S&P 500 in 2020. Plunging oil prices in 2020 sent shares of Occidental down 77% in 2020. And United Airlines lost half its value in 2020, making it the fifth worst stock in the S&P 500.</p><p><blockquote>巴菲特出售的原因很容易理解。西方石油是 2020 年标普500表现最差的股票。2020 年油价暴跌导致西方石油公司股价在 2020 年下跌 77%。美联航在 2020 年市值缩水一半,成为标普500第五差的股票。</blockquote></p><p> But in the value-stock led rally of 2021, where last year's worst stocks are soaring, both these stocks are coming alive for investors looking at the right indicators now.</p><p><blockquote>但在 2021 年价值股引领的反弹中,去年表现最差的股票正在飙升,这两只股票对于现在关注正确指标的投资者来说都变得活跃起来。</blockquote></p><p> <b>The S&P 500 Turns Upside Down</b></p><p><blockquote><b>标普500天翻地覆</b></blockquote></p><p> Buffett is feeling the S&P 500's major flip-flop in the wallet. The index's worst stocks are turning into the best ones so far in 2021. The numbers are staggering.</p><p><blockquote>巴菲特感受到了标准普尔 500 指数的重大转变。2021 年迄今为止,该指数中最差的股票正在变成最好的股票。这些数字令人震惊。</blockquote></p><p> All 50 of the worst S&P 500 stocks in 2020 are up this year so far, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence and MarketSmith. And not by a little. The worst S&P 500 stocks of 2020 are now up an average 33% in 2021 so far. That blows away the S&P 500's 5% gain this year. And the bottom 10 S&P 500 stocks of 2020 are doing even better: up 44.8% this year. Most are energy stocks.</p><p><blockquote>《投资者商业日报》对 S&P Global Market Intelligence 和 MarketSmith 数据的分析显示,今年迄今为止,2020 年表现最差的 50 只标普500股票全部上涨。一点也不差。到目前为止,2020 年最差的标普500股票在 2021 年平均上涨了 33%。这抹去了标准普尔 500 指数今年 5% 的涨幅。2020 年排名垫底的 10 只标普500股票表现更好:今年上涨了 44.8%。大多数是能源股。</blockquote></p><p> Some of the bounces are remarkable. Take Occidental. Shares are up more than 76.9% this year already to 30.63. That must sting Buffett a little. Shares got down to 18.30 apiece at the end of the second quarter, the period in which Buffett unloaded his nearly 19 million shares. The stock dropped in half from the start of 2020 until the end of the quarter Buffett finally sold.</p><p><blockquote>有些反弹是显著的。以西方航空为例。今年股价已上涨超过 76.9%,至 30.63 点。这肯定有点刺痛巴菲特。第二季度末,巴菲特抛售了近 1900 万股股票,股价跌至每股 18.30 美元。从 2020 年初到巴菲特最终出售的季度末,该股下跌了一半。</blockquote></p><p> But those shares are worth $233 million more now. Occidental now has an IBD Relative Strength rating of 88. That means the stock is outperforming 88% of all others.</p><p><blockquote>但这些股票现在价值增加了 2.33 亿美元。西方石油公司目前的 IBD 相对实力评级为 88。这意味着该股的表现优于 88% 的其他股票。</blockquote></p><p> And then there's United Airlines, a favorite stock with millennial investors. Shares plummeted in 2020, dropping to 34.61 in the second quarter of 2020 during which Buffett unloaded his entire stake. But the airline stock is now up 30% this year. That makes the 22.1 million shares Buffett sold worth $480 million more.</p><p><blockquote>然后是联合航空公司,这是千禧一代投资者最喜欢的股票。2020 年股价暴跌,2020 年第二季度跌至 34.61 股,期间巴菲特抛售了全部股份。但该航空公司的股票今年已经上涨了 30%。这使得巴菲特出售的 2210 万股股票价值增加了 4.8 亿美元。</blockquote></p><p> <b>Role Reversal Flips The S&P 500</b></p><p><blockquote><b>角色逆转颠覆标普500</b></blockquote></p><p> There's no denying the pandemic and following economic shutdown caused this flip in the market's winners. Cruise line operators in the S&P 500, which Buffett doesn't own, show the point.</p><p><blockquote>不可否认,疫情和随后的经济停摆导致了市场赢家的这种转变。巴菲特不拥有的标普500邮轮运营商就说明了这一点。</blockquote></p><p> <b>Carnival</b> tanked 57% in 2020 to 21.66 a share as bookings dropped off. It was the second worst stock in the S&P 500 in 2020. But shares rallied 31.4% this year to 28.46, making it the 54th best S&P 500 stock this year. Carnival's IBD Relative Strength is now 69. And then there's <b>Norwegian Cruise Line</b>. The stock plunged 57% in 2020, but this year? It's up 21% and sports a Relative Strength of 80. Do you know if you should buy Carnival stock now?</p><p><blockquote><b>狂欢节</b>由于预订量下降,2020 年股价下跌 57%,至每股 21.66 美元。它是2020年标普500第二差的股票。但该股今年上涨了 31.4%,至 28.46,成为今年第 54 只最佳标普500股票。嘉年华的IBD相对强度现在是69。然后还有<b>挪威邮轮公司</b>.该股2020年暴跌57%,但今年?它上涨了 21%,相对强度为 80。你知道现在该不该买嘉年华股票吗?</blockquote></p><p> Don't feel too bad for Buffett. Shares of Berkshire Hathaway are up 13.5% this year as many of his other value investments like railroads and financials pay off. But he's not getting much comfort from his largest public holding. <b>Apple</b>, which is nearly half his portfolio, is down 9% this year.</p><p><blockquote>不要为巴菲特感到太难过。伯克希尔哈撒韦公司的股价今年上涨了 13.5%,因为他的许多其他价值投资(如铁路和金融)都获得了回报。但他并没有从他最大的公共持股中得到太多安慰。<b>苹果</b>占他投资组合的近一半,今年下跌了 9%。</blockquote></p><p> Savvy investors know it's wise to cut losses before they swell more than 8% of your purchase price. But they also know to read what the S&P 500 is telling then. And right now, it's saying last year's worst are this year's best.</p><p><blockquote>精明的投资者知道,在损失增加超过购买价格 8% 之前减少损失是明智的。但他们也知道如何阅读标普500当时所说的话。现在,它说去年最差的是今年最好的。</blockquote></p><p></p><p> <h2>The Worst S&P 500 Stocks Of 2020 Are Soaring</h2> <table> <thead> <tr> <th>Company</th> <th>Symbol</th> <th>2020 % Stock Ch.</th> <th>% Ch. YTD Stock</th> <th>Sector</th> <th>Relative Strength</th> </tr> </thead> <tbody> <tr> <td>Occidental Petroleum</td> <td></td> <td><b>-58.0% (worst stock of 2020)</b></td> <td>76.9%</td> <td>Energy</td> <td>88</td> </tr> <tr> <td>Carnival</td> <td></td> <td><b>-57.4%</b></td> <td>31.4%</td> <td>Consumer Discretionary</td> <td>69</td> </tr> <tr> <td>Norwegian Cruise</td> <td></td> <td><b>-56.5%</b></td> <td>20.8%</td> <td>Consumer Discretionary</td> <td>80</td> </tr> <tr> <td>Raytheon Technologies</td> <td></td> <td><b>-52.3%</b></td> <td>9.8%</td> <td>Industrials</td> <td>38</td> </tr> <tr> <td>United Airlines</td> <td></td> <td><b>-50.9%</b></td> <td>30.2%</td> <td>Industrials</td> <td>58</td> </tr> <tr> <td>Marathon Oil</td> <td></td> <td><b>-50.9%</b></td> <td>82.9%</td> <td>Energy</td> <td>91</td> </tr> <tr> <td>ONEOK</td> <td></td> <td><b>-49.3%</b></td> <td>34.4%</td> <td>Energy</td> <td>74</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/HFC\">HollyFrontier</a></td> <td></td> <td><b>-49.0%</b></td> <td>58.8%</td> <td>Energy</td> <td>77</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a></td> <td></td> <td><b>-47.9%</b></td> <td>69.4%</td> <td>Energy</td> <td>91</td> </tr> <tr> <td>Schlumberger</td> <td></td> <td><b>-45.7%</b></td> <td>32.9%</td> <td>Energy</td> <td>71</td> </tr> </tbody> </table> <h5>Sources: IBD, S&P Global Market Intelligence</h5></p><p><blockquote><h2>2020 年最糟糕的标普500股票正在飙升</h2><table><thead><tr><th>公司</th><th>象征</th><th>2020 % 库存 Ch。</th><th>年初至今库存百分比</th><th>部门</th><th>相对强度</th></tr></thead><tbody><tr><td>西方石油</td><td></td><td><b>-58.0%(2020 年最差股票)</b></td><td>76.9%</td><td>能源</td><td>88</td></tr><tr><td>狂欢节</td><td></td><td><b>-57.4%</b></td><td>31.4%</td><td>非必需消费品</td><td>69</td></tr><tr><td>挪威邮轮</td><td></td><td><b>-56.5%</b></td><td>20.8%</td><td>非必需消费品</td><td>80</td></tr><tr><td>雷神技术公司</td><td></td><td><b>-52.3%</b></td><td>9.8%</td><td>工业</td><td>38</td></tr><tr><td>联合航空公司</td><td></td><td><b>-50.9%</b></td><td>30.2%</td><td>工业</td><td>58</td></tr><tr><td>马拉松油</td><td></td><td><b>-50.9%</b></td><td>82.9%</td><td>能源</td><td>91</td></tr><tr><td>奥尼克</td><td></td><td><b>-49.3%</b></td><td>34.4%</td><td>能源</td><td>74</td></tr><tr><td><a href=\"https://laohu8.com/S/HFC\">霍利边疆</a></td><td></td><td><b>-49.0%</b></td><td>58.8%</td><td>能源</td><td>77</td></tr><tr><td><a href=\"https://laohu8.com/S/FANG\">响尾蛇能源</a></td><td></td><td><b>-47.9%</b></td><td>69.4%</td><td>能源</td><td>91</td></tr><tr><td>斯伦贝谢</td><td></td><td><b>-45.7%</b></td><td>32.9%</td><td>能源</td><td>71</td></tr></tbody></table><h5>资料来源:IBD、标准普尔全球市场情报</h5></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2119232912","content_text":"Famed investor Warren Buffett is known for holding S&P 500 stocks forever. But two stocks he didn't follow his own advice on highlighted a major trend in this year's market: 2020's losers are among 2021's winners so far.\nBuffett unloaded Berkshire Hathaway's shares of energy firm Occidental Petroleum and industrial United Airlines in the harrowing second quarter of 2020. And yet, both have powered higher in 2021's value-driven market. And not by just a little. Occidental is the S&P 500's fourth-best stock this year, up 77%. And United is up more than 30%, putting it in the index's top quintile.\nIt's easy to see why Buffett sold. Occidental was the worst stock in the S&P 500 in 2020. Plunging oil prices in 2020 sent shares of Occidental down 77% in 2020. And United Airlines lost half its value in 2020, making it the fifth worst stock in the S&P 500.\nBut in the value-stock led rally of 2021, where last year's worst stocks are soaring, both these stocks are coming alive for investors looking at the right indicators now.\nThe S&P 500 Turns Upside Down\nBuffett is feeling the S&P 500's major flip-flop in the wallet. The index's worst stocks are turning into the best ones so far in 2021. The numbers are staggering.\nAll 50 of the worst S&P 500 stocks in 2020 are up this year so far, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence and MarketSmith. And not by a little. The worst S&P 500 stocks of 2020 are now up an average 33% in 2021 so far. That blows away the S&P 500's 5% gain this year. And the bottom 10 S&P 500 stocks of 2020 are doing even better: up 44.8% this year. Most are energy stocks.\nSome of the bounces are remarkable. Take Occidental. Shares are up more than 76.9% this year already to 30.63. That must sting Buffett a little. Shares got down to 18.30 apiece at the end of the second quarter, the period in which Buffett unloaded his nearly 19 million shares. The stock dropped in half from the start of 2020 until the end of the quarter Buffett finally sold.\nBut those shares are worth $233 million more now. Occidental now has an IBD Relative Strength rating of 88. That means the stock is outperforming 88% of all others.\nAnd then there's United Airlines, a favorite stock with millennial investors. Shares plummeted in 2020, dropping to 34.61 in the second quarter of 2020 during which Buffett unloaded his entire stake. But the airline stock is now up 30% this year. That makes the 22.1 million shares Buffett sold worth $480 million more.\nRole Reversal Flips The S&P 500\nThere's no denying the pandemic and following economic shutdown caused this flip in the market's winners. Cruise line operators in the S&P 500, which Buffett doesn't own, show the point.\nCarnival tanked 57% in 2020 to 21.66 a share as bookings dropped off. It was the second worst stock in the S&P 500 in 2020. But shares rallied 31.4% this year to 28.46, making it the 54th best S&P 500 stock this year. Carnival's IBD Relative Strength is now 69. And then there's Norwegian Cruise Line. The stock plunged 57% in 2020, but this year? It's up 21% and sports a Relative Strength of 80. Do you know if you should buy Carnival stock now?\nDon't feel too bad for Buffett. Shares of Berkshire Hathaway are up 13.5% this year as many of his other value investments like railroads and financials pay off. But he's not getting much comfort from his largest public holding. Apple, which is nearly half his portfolio, is down 9% this year.\nSavvy investors know it's wise to cut losses before they swell more than 8% of your purchase price. But they also know to read what the S&P 500 is telling then. And right now, it's saying last year's worst are this year's best.\nThe Worst S&P 500 Stocks Of 2020 Are Soaring\n\n\n\nCompany\nSymbol\n2020 % Stock Ch.\n% Ch. YTD Stock\nSector\nRelative Strength\n\n\n\n\nOccidental Petroleum\n\n-58.0% (worst stock of 2020)\n76.9%\nEnergy\n88\n\n\nCarnival\n\n-57.4%\n31.4%\nConsumer Discretionary\n69\n\n\nNorwegian Cruise\n\n-56.5%\n20.8%\nConsumer Discretionary\n80\n\n\nRaytheon Technologies\n\n-52.3%\n9.8%\nIndustrials\n38\n\n\nUnited Airlines\n\n-50.9%\n30.2%\nIndustrials\n58\n\n\nMarathon Oil\n\n-50.9%\n82.9%\nEnergy\n91\n\n\nONEOK\n\n-49.3%\n34.4%\nEnergy\n74\n\n\nHollyFrontier\n\n-49.0%\n58.8%\nEnergy\n77\n\n\nDiamondback Energy\n\n-47.9%\n69.4%\nEnergy\n91\n\n\nSchlumberger\n\n-45.7%\n32.9%\nEnergy\n71\n\n\n\nSources: IBD, S&P Global Market Intelligence","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}