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不是那么好割的小韭菜

不是那么好割的小韭菜

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不是那么好割的小韭菜

2021-02-23

对比特币真失望这几日比特币的保障暴跌让我对曾经极力看好的比特币彻底改观。比特币的优势如去中心化，匿名性，不受全球央行控制等完全没有得到正确发挥。反而在个人（有钱人，就是马总）几句煽动下暴涨暴跌，这种所谓的去中心化货币与高风险的投资产品有何区别，完全不稳定也不安全。其现有价值感觉完全是依资金与名人的炒作而定的。荒谬啊

不是那么好割的小韭菜

2021-12-10

Tell me your opinion about this news...

Broadcom stock jumped nearly 7% in premarket trading<blockquote>博通股价在盘前交易中上涨近7%</blockquote>

不是那么好割的小韭菜

2021-11-20

$BioHiTech Global, Inc.(BHTG)$看不懂的走势

不是那么好割的小韭菜

2021-10-10

Maybe 🤔

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不是那么好割的小韭菜

2021-10-09

Ok

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不是那么好割的小韭菜

2021-10-08

Ok

Pfizer Asks FDA to Authorize Covid-19 Vaccine in Young Children<blockquote>辉瑞要求FDA授权在幼儿中接种Covid-19疫苗</blockquote>

不是那么好割的小韭菜

2021-10-06

Ok

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不是那么好割的小韭菜

2021-10-06

Ok

抱歉，原内容已删除

不是那么好割的小韭菜

2021-10-03

Ok

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不是那么好割的小韭菜

2021-10-03

Cool

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不是那么好割的小韭菜

2021-10-01

I use snowflake

Is Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave<blockquote>雪花股票值得买入吗？数据分析专家乘着云计算浪潮</blockquote>

不是那么好割的小韭菜

2021-09-29

Cool

抱歉，原内容已删除

不是那么好割的小韭菜

2021-09-28

Ok

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不是那么好割的小韭菜

2021-09-27

Ok

ASML: It's Time To Take Profits<blockquote>ASML：是时候获利了结了</blockquote>

不是那么好割的小韭菜

2021-09-24

Tell me your opinion about this news...

Why Analysts See Up To 32% Upside In Salesforce?<blockquote>为什么分析师认为Salesforce的上涨空间高达32%？</blockquote>

不是那么好割的小韭菜

2021-09-24

Ok

Canoo Has Limited Upside After Recent Strategic Changes<blockquote>Canoo在最近的战略变化后上涨空间有限</blockquote>

不是那么好割的小韭菜

2021-09-23

Cool

Despite Vaccine Uncertainty, Pfizer Is a Buy<blockquote>尽管疫苗存在不确定性，辉瑞仍值得买入</blockquote>

不是那么好割的小韭菜

2021-09-22

Cool

抱歉，原内容已删除

不是那么好割的小韭菜

2021-09-22

Time to suck in

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不是那么好割的小韭菜

2021-09-21

Cool

U.S. Stock-Market Tumble Hasn’t Quelled Optimism<blockquote>美国股市暴跌并没有平息乐观情绪</blockquote>

不是那么好割的小韭菜

2021-09-20

Cool

抱歉，原内容已删除

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news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605143095","repostId":"1191100998","repostType":2,"repost":{"id":"1191100998","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":1639134697,"share":"https://www.laohu8.com/m/news/1191100998?lang=zh_CN&edition=full","pubTime":"2021-12-10 19:11","market":"us","language":"en","title":"Broadcom stock jumped nearly 7% in premarket trading<blockquote>博通股价在盘前交易中上涨近7%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191100998","media":"Tiger Newspress","summary":"Broadcom stock jumped nearly 7% in premarket trading as the semiconductor firm saw upbeat first-quar","content":"<p>Broadcom stock jumped nearly 7% in premarket trading&nbsp;as&nbsp;the&nbsp;semiconductor firm saw upbeat first-quarter sales, unveiled $10 bln buyback plan.</p><p><blockquote>博通股价在盘前交易中上涨近7%，因为这家半导体公司第一季度销售乐观，并公布了100亿美元的回购计划。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f168e8acd44244ccac5c7ae151b9c6be\" tg-width=\"840\" tg-height=\"617\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Semiconductor firm Broadcom Inc&nbsp;forecast first-quarter revenue above Wall Street expectations and announced a $10 billion share buyback plan on Thursday, banking on a rebound in enterprise spending and sustained demand from cloud computing companies.</p><p><blockquote>半导体公司博通公司预计第一季度营收高于华尔街预期，并于周四宣布了100亿美元的股票回购计划，寄希望于企业支出的反弹和云计算公司的持续需求。</blockquote></p><p> Analysts have pointed to strong near-term demand for Broadcom's radio frequency and wireless chips as telecom firms spend more to roll out 5G technology, and continued strength in its broadband division. The company counts smartphone giants Apple Inc&nbsp;and Samsung Electronics&nbsp;among major customers.</p><p><blockquote>分析师指出，随着电信公司加大投入推出5G技术，以及宽带部门的持续强劲，近期对博通射频和无线芯片的需求强劲。该公司的主要客户包括智能手机巨头苹果公司和三星电子。</blockquote></p><p> Broadcom is also poised to benefit from higher demand for its data-center and server chips, aided by a rise in hybrid working models and a rapid shift to cloud by businesses during the pandemic.</p><p><blockquote>得益于混合工作模式的兴起以及疫情期间企业向云的快速转变，博通也有望受益于对其数据中心和服务器芯片的更高需求。</blockquote></p><p> Enterprise demand rebounded sharply over 30% in the reported quarter, while revenue from semiconductor solutions is expected to grow 17% in the current quarter, Chief Executive Hock Tan said on a conference call with analysts.</p><p><blockquote>首席执行官Hock Tan在与分析师的电话会议上表示，本季度企业需求大幅反弹超过30%，而半导体解决方案的收入预计将在本季度增长17%。</blockquote></p><p> The San Jose, California-based company forecast first-quarter revenue of about $7.60 billion, well above analysts' average estimate of $7.25 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，这家总部位于加利福尼亚州圣何塞的公司预计第一季度营收约为76亿美元，远高于分析师平均预期的72.5亿美元。</blockquote></p><p> Fourth-quarter revenue rose 15% to $7.41 billion, narrowly beating estimates of $7.36 billion, while earnings per share of $7.81 was also better than expected.</p><p><blockquote>第四季度营收增长15%至74.1亿美元，略高于预期的73.6亿美元，而每股收益7.81美元也好于预期。</blockquote></p><p> Broadcom has also diversified beyond its core chip business and forayed into the lucrative software arena, at a time when the world grapples with supply chain disruptions and an industry-wide chip shortage. Its infrastructure software revenue grew 8% to $1.77 billion in the fourth quarter.</p><p><blockquote>在全球努力应对供应链中断和全行业芯片短缺之际，博通还实现了核心芯片业务之外的多元化，并进军利润丰厚的软件领域。第四季度其基础设施软件收入增长8%，达到17.7亿美元。</blockquote></p><p> The new share repurchase program is effective until the end of next year, the company said in a separate statement.</p><p><blockquote>该公司在另一份声明中表示，新的股票回购计划有效期至明年年底。</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>Broadcom stock jumped nearly 7% in premarket trading<blockquote>博通股价在盘前交易中上涨近7%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBroadcom stock jumped nearly 7% in premarket trading<blockquote>博通股价在盘前交易中上涨近7%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 19:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Broadcom stock jumped nearly 7% in premarket trading&nbsp;as&nbsp;the&nbsp;semiconductor firm saw upbeat first-quarter sales, unveiled $10 bln buyback plan.</p><p><blockquote>博通股价在盘前交易中上涨近7%，因为这家半导体公司第一季度销售乐观，并公布了100亿美元的回购计划。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f168e8acd44244ccac5c7ae151b9c6be\" tg-width=\"840\" tg-height=\"617\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Semiconductor firm Broadcom Inc&nbsp;forecast first-quarter revenue above Wall Street expectations and announced a $10 billion share buyback plan on Thursday, banking on a rebound in enterprise spending and sustained demand from cloud computing companies.</p><p><blockquote>半导体公司博通公司预计第一季度营收高于华尔街预期，并于周四宣布了100亿美元的股票回购计划，寄希望于企业支出的反弹和云计算公司的持续需求。</blockquote></p><p> Analysts have pointed to strong near-term demand for Broadcom's radio frequency and wireless chips as telecom firms spend more to roll out 5G technology, and continued strength in its broadband division. The company counts smartphone giants Apple Inc&nbsp;and Samsung Electronics&nbsp;among major customers.</p><p><blockquote>分析师指出，随着电信公司加大投入推出5G技术，以及宽带部门的持续强劲，近期对博通射频和无线芯片的需求强劲。该公司的主要客户包括智能手机巨头苹果公司和三星电子。</blockquote></p><p> Broadcom is also poised to benefit from higher demand for its data-center and server chips, aided by a rise in hybrid working models and a rapid shift to cloud by businesses during the pandemic.</p><p><blockquote>得益于混合工作模式的兴起以及疫情期间企业向云的快速转变，博通也有望受益于对其数据中心和服务器芯片的更高需求。</blockquote></p><p> Enterprise demand rebounded sharply over 30% in the reported quarter, while revenue from semiconductor solutions is expected to grow 17% in the current quarter, Chief Executive Hock Tan said on a conference call with analysts.</p><p><blockquote>首席执行官Hock Tan在与分析师的电话会议上表示，本季度企业需求大幅反弹超过30%，而半导体解决方案的收入预计将在本季度增长17%。</blockquote></p><p> The San Jose, California-based company forecast first-quarter revenue of about $7.60 billion, well above analysts' average estimate of $7.25 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，这家总部位于加利福尼亚州圣何塞的公司预计第一季度营收约为76亿美元，远高于分析师平均预期的72.5亿美元。</blockquote></p><p> Fourth-quarter revenue rose 15% to $7.41 billion, narrowly beating estimates of $7.36 billion, while earnings per share of $7.81 was also better than expected.</p><p><blockquote>第四季度营收增长15%至74.1亿美元，略高于预期的73.6亿美元，而每股收益7.81美元也好于预期。</blockquote></p><p> Broadcom has also diversified beyond its core chip business and forayed into the lucrative software arena, at a time when the world grapples with supply chain disruptions and an industry-wide chip shortage. Its infrastructure software revenue grew 8% to $1.77 billion in the fourth quarter.</p><p><blockquote>在全球努力应对供应链中断和全行业芯片短缺之际，博通还实现了核心芯片业务之外的多元化，并进军利润丰厚的软件领域。第四季度其基础设施软件收入增长8%，达到17.7亿美元。</blockquote></p><p> The new share repurchase program is effective until the end of next year, the company said in a separate statement.</p><p><blockquote>该公司在另一份声明中表示，新的股票回购计划有效期至明年年底。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191100998","content_text":"Broadcom stock jumped nearly 7% in premarket trading as the semiconductor firm saw upbeat first-quarter sales, unveiled $10 bln buyback plan.\n\nSemiconductor firm Broadcom Inc forecast first-quarter revenue above Wall Street expectations and announced a $10 billion share buyback plan on Thursday, banking on a rebound in enterprise spending and sustained demand from cloud computing companies.\nAnalysts have pointed to strong near-term demand for Broadcom's radio frequency and wireless chips as telecom firms spend more to roll out 5G technology, and continued strength in its broadband division. The company counts smartphone giants Apple Inc and Samsung Electronics among major customers.\nBroadcom is also poised to benefit from higher demand for its data-center and server chips, aided by a rise in hybrid working models and a rapid shift to cloud by businesses during the pandemic.\nEnterprise demand rebounded sharply over 30% in the reported quarter, while revenue from semiconductor solutions is expected to grow 17% in the current quarter, Chief Executive Hock Tan said on a conference call with analysts.\nThe San Jose, California-based company forecast first-quarter revenue of about $7.60 billion, well above analysts' average estimate of $7.25 billion, according to Refinitiv data.\nFourth-quarter revenue rose 15% to $7.41 billion, narrowly beating estimates of $7.36 billion, while earnings per share of $7.81 was also better than expected.\nBroadcom has also diversified beyond its core chip business and forayed into the lucrative software arena, at a time when the world grapples with supply chain disruptions and an industry-wide chip shortage. Its infrastructure software revenue grew 8% to $1.77 billion in the fourth quarter.\nThe new share repurchase program is effective until the end of next year, the company said in a separate statement.","news_type":1,"symbols_score_info":{"AVGO":0.9}},"isVote":1,"tweetType":1,"viewCount":2501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872997629,"gmtCreate":1637386202256,"gmtModify":1637386202869,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BHTG\">$BioHiTech Global, Inc.(BHTG)$</a>看不懂的走势","listText":"<a href=\"https://laohu8.com/S/BHTG\">$BioHiTech Global, Inc.(BHTG)$</a>看不懂的走势","text":"$BioHiTech Global, Inc.(BHTG)$看不懂的走势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872997629","isVote":1,"tweetType":1,"viewCount":2297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828112491,"gmtCreate":1633863737094,"gmtModify":1633863737899,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"themes":[],"htmlText":"Maybe 🤔&nbsp;","listText":"Maybe 🤔&nbsp;","text":"Maybe 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828112491","repostId":"1194780749","repostType":4,"isVote":1,"tweetType":1,"viewCount":2408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821428395,"gmtCreate":1633776469516,"gmtModify":1633776469743,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821428395","repostId":"1167388174","repostType":4,"isVote":1,"tweetType":1,"viewCount":2578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823557997,"gmtCreate":1633651089331,"gmtModify":1633651089982,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823557997","repostId":"1152262514","repostType":4,"repost":{"id":"1152262514","kind":"news","pubTimestamp":1633649428,"share":"https://www.laohu8.com/m/news/1152262514?lang=zh_CN&edition=full","pubTime":"2021-10-08 07:30","market":"us","language":"en","title":"Pfizer Asks FDA to Authorize Covid-19 Vaccine in Young Children<blockquote>辉瑞要求FDA授权在幼儿中接种Covid-19疫苗</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152262514","media":"The Wall Street Journal","summary":"Children ages 5 to 11 may be able to start getting immunized by November if health regulators author","content":"<p>Children ages 5 to 11 may be able to start getting immunized by November if health regulators authorize the shots</p><p><blockquote>如果卫生监管机构批准注射疫苗，5至11岁的儿童可能能够在11月之前开始接种疫苗</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67355adb6edb0e8646555bf98ce5a2a3\" tg-width=\"1050\" tg-height=\"700\" referrerpolicy=\"no-referrer\"><span>A team at a pharmacy in Ohio in August prepared the Pfizer vaccine as part of a trial in children under the age of 12.</span></p><p><blockquote><p class=\"t-img-caption\"><span>8月份，俄亥俄州一家药房的一个团队准备了辉瑞疫苗，作为12岁以下儿童试验的一部分。</span></p></blockquote></p><p> Pfizer&nbsp;Inc.&nbsp;and&nbsp;BioNTech SE&nbsp;have asked U.S. health regulators to green light their Covid-19 vaccine&nbsp;for children 5 to 11 years old, setting up the shot to potentially be available to millions of youngsters in a matter of weeks.</p><p><blockquote>辉瑞公司(Pfizer Inc.)和BioNTech SE已要求美国卫生监管机构批准其针对5至11岁儿童的Covid-19疫苗，并准备在几周内向数百万青少年提供该疫苗。</blockquote></p><p> The companies said Thursday that they submitted the application for authorization with the U.S. Food and Drug Administration.</p><p><blockquote>这些公司周四表示，他们已向美国提交了授权申请。食品和药物管理局。</blockquote></p><p> The FDA may clear the shot for use in the youths before November, which would mean pediatrician offices, schools and other locations could get doses to give as early as Halloween.</p><p><blockquote>FDA可能会在11月之前批准在青少年中使用该疫苗，这意味着儿科医生办公室、学校和其他地方最早可以在万圣节前注射疫苗。</blockquote></p><p> There are more than 28 million children ages 5 to 11 in the U.S., according to the American Academy of Pediatrics.</p><p><blockquote>根据美国儿科学会的数据，美国有超过2800万5至11岁的儿童。</blockquote></p><p> The FDA has already scheduled for a panel of outside experts to review the data Oct. 26. The agency doesn’t have to follow the panel’s recommendation, but normally does.</p><p><blockquote>FDA已安排外部专家小组于10月26日审查这些数据。该机构不必遵循专家组的建议，但通常会遵循。</blockquote></p><p> If authorized, young children would get two injections of the Pfizer-BioNTech, three weeks apart, just like adolescents and adults do but at a lower dosage.</p><p><blockquote>如果获得授权，幼儿将接受两次辉瑞-BioNTech注射，间隔三周，就像青少年和成人一样，但剂量较低。</blockquote></p><p> School districts and public-health officials have begun preparations for vaccinations, though the work remains in early stages. Health and vaccine experts expect the vaccines to be administered at certain schools, pediatrician offices and some pharmacies.</p><p><blockquote>学区和公共卫生官员已经开始为疫苗接种做准备，尽管这项工作仍处于早期阶段。健康和疫苗专家预计疫苗将在某些学校、儿科医生办公室和一些药房接种。</blockquote></p><p> Schools and public-health departments are experienced with childhood vaccines unrelated to Covid-19 because they routinely administer them, although the cold-storage requirements of the Pfizer-BioNTech vaccine may pose some challenges, according to the experts.</p><p><blockquote>专家表示，学校和公共卫生部门在与Covid-19无关的儿童疫苗方面经验丰富，因为他们定期接种这些疫苗，尽管辉瑞-BioNTech疫苗的冷藏要求可能会带来一些挑战。</blockquote></p><p> Pediatrician offices and other administration sites won’t be able to vaccinate the children with existing supply on hand because doses for children are smaller and prepared differently than for adults. Pfizer said it would start shipping the pediatric doses, if authorized, as soon as it is cleared to do so by U.S. health authorities.</p><p><blockquote>儿科医生办公室和其他管理场所将无法用现有的供应为儿童接种疫苗，因为儿童的剂量较小，而且制备方法与成人不同。辉瑞表示，如果获得授权，一旦获得美国卫生当局的批准，它将立即开始运送儿科剂量。</blockquote></p><p> The filing comes after the vaccine&nbsp;appeared to safely generate a strong immune response&nbsp;in young subjects in a late-stage trial, according to the companies.</p><p><blockquote>据两家公司称，该疫苗在后期试验中似乎在年轻受试者中安全地产生了强烈的免疫反应。</blockquote></p><p> Antibody levels in the child volunteers who received the vaccine were similar to those observed in younger adults, the companies said.</p><p><blockquote>两家公司表示，接受疫苗的儿童志愿者的抗体水平与年轻人中观察到的相似。</blockquote></p><p> The FDA has already been reviewing the Pfizer-BioNTech study data, after the companies began providing it to the agency in September. The companies still needed to submit other information, however, and the adjusted timeline could stretch authorization into November,The Wall Street Journal has reported.</p><p><blockquote>在辉瑞-BioNTech于9月份开始向FDA提供这些数据后，FDA已经在审查这些数据。然而，据《华尔街日报》报道，这些公司仍需要提交其他信息，调整后的时间表可能会将授权延长至11月。</blockquote></p><p> Young children are among the last groups in the U.S. waiting for vaccines against the coronavirus authorized by the FDA.</p><p><blockquote>幼儿是美国最后等待FDA授权的冠状病毒疫苗的群体之一。</blockquote></p><p> They are at lower risk of severe disease and hospitalization than adults, according to health experts, but&nbsp;more children have been going to the hospital&nbsp;than earlier in the pandemic because of the&nbsp;highly contagious Delta variant’s spread&nbsp;primarily among unvaccinated people.</p><p><blockquote>健康专家表示，与成年人相比，他们患严重疾病和住院的风险较低，但由于高传染性德尔塔变异毒株病毒主要在未接种疫苗的人群中传播，去医院的儿童比大流行早期多。</blockquote></p><p> Many parents have been anxious to get their young children vaccinated, hoping to protect them as the school year gets under way.</p><p><blockquote>许多家长都急于让他们的孩子接种疫苗，希望在学年开始时保护他们。</blockquote></p><p> Some parents with younger children have been so eager to get their young children vaccinated they&nbsp;enrolled them in clinical trials&nbsp;hoping the youngsters would get the real shots, rather than a placebo.</p><p><blockquote>一些有年幼孩子的父母非常渴望让他们的年幼孩子接种疫苗，他们让他们参加临床试验，希望孩子们能接种真正的疫苗，而不是安慰剂。</blockquote></p><p> Doctors and health authorities have said it will be important to immunize the children, not only to protect them from the virus but also to help protect children around them and family members.</p><p><blockquote>医生和卫生当局表示，为儿童接种疫苗非常重要，不仅可以保护他们免受病毒感染，还可以帮助保护他们周围的儿童和家庭成员。</blockquote></p><p> Pediatricians and public health experts say that much work will need to be done to address parents’ concerns about vaccinating young children, including parents who received Covid-19 vaccines themselves.</p><p><blockquote>儿科医生和公共卫生专家表示，需要做大量工作来解决父母对幼儿接种疫苗的担忧，包括自己接种了Covid-19疫苗的父母。</blockquote></p><p> About one-third of parents of children 5 to 11 years old plan to “wait and see” how the shot performs before vaccinating their children, while about one-quarter of parents said they had no plans to inoculate their children, according to&nbsp;a survey published in September&nbsp;by the Kaiser Family Foundation.</p><p><blockquote>根据一项调查，大约三分之一的5至11岁儿童的父母计划在给孩子接种疫苗之前“观望”疫苗的效果，而大约四分之一的父母表示他们没有给孩子接种疫苗的计划。凯撒家庭基金会9月份发布的一项调查。</blockquote></p><p> About 34% of parents of children ages 5 to 11 years would vaccinate their children right away after regulators clear vaccines for that age group, according to the survey.</p><p><blockquote>调查显示，在监管机构批准该年龄段的疫苗后，约34%的5至11岁儿童的父母会立即为孩子接种疫苗。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6cbf9d4fb7f80be2243e6f18a234ee9\" tg-width=\"1050\" tg-height=\"701\" width=\"100%\" height=\"auto\"><span>A vaccination clinic in Carson, Calif.</span></p><p><blockquote><p class=\"t-img-caption\"><span>加利福尼亚州卡森的一家疫苗接种诊所。</span></p></blockquote></p><p> After the authorization in 5- to 11-year-olds, the&nbsp;only group left awaiting vaccines&nbsp;will be children as young as six months.</p><p><blockquote>在5至11岁儿童获得授权后，唯一等待疫苗的群体将是6个月大的儿童。</blockquote></p><p></p><p> Pfizer has said that results from a study in the younger children, ages 6 months to under 5 years, could come by the fourth quarter this year.</p><p><blockquote>辉瑞公司表示，一项针对6个月至5岁以下儿童的研究结果可能会在今年第四季度公布。</blockquote></p><p> For 5- to 11-year-olds, the companies are seeking what is known as an emergency-use authorization, which the FDA grants during public-health emergencies based on the best available evidence at the time.</p><p><blockquote>对于5至11岁的儿童，这些公司正在寻求所谓的紧急使用授权，FDA在公共卫生紧急情况下根据当时可用的最佳证据授予该授权。</blockquote></p><p> To speed the availability of Covid-19 vaccines because of the urgency of the pandemic, the FDA has been authorizing shots including Pfizer-BioNTech’s for emergency use.</p><p><blockquote>由于疫情的紧迫性，为了加快Covid-19疫苗的供应，FDA已经授权包括辉瑞-BioNTech在内的疫苗用于紧急使用。</blockquote></p><p> Children as young as 12 are permitted to take the Pfizer-BioNTech shot&nbsp;under an emergency-use authorization. The vaccine is now fully approved for people 16 years and older.</p><p><blockquote>根据紧急使用授权，12岁以下的儿童可以接种辉瑞-BioNTech疫苗。该疫苗现已被完全批准用于16岁及以上的人群。</blockquote></p><p> In their key study, Pfizer and BioNTech&nbsp;enrolled about 2,268 subjects 5 to 11 years. Two-thirds of the subjects got two doses of the vaccine, three weeks apart, with the rest getting a placebo. Children received a smaller, 10 microgram dosage, compared with the 30 microgram dose than adults take.</p><p><blockquote>在他们的关键研究中，辉瑞和BioNTech招募了约2,268名5至11岁的受试者。三分之二的受试者接种了两剂疫苗，间隔三周，其余的受试者接种了安慰剂。与成人服用的30微克剂量相比，儿童接受的剂量较小，为10微克。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b596ccbc070386938764cd6817f695f\" tg-width=\"1050\" tg-height=\"700\" width=\"100%\" height=\"auto\"><span>A health-care worker met with a volunteer in Ohio in August as part of a vaccine trial for children under 12.</span></p><p><blockquote><p class=\"t-img-caption\"><span>8月，一名医护人员在俄亥俄州会见了一名志愿者，这是针对12岁以下儿童的疫苗试验的一部分。</span></p></blockquote></p><p> Pfizer hasn’t provided detailed results yet but did say an analysis of data of children taking the vaccine had neutralizing antibody levels one month after the second dose similar to those found in people ages 16 to 25 years who received 30-microgram doses in a separate Pfizer study.</p><p><blockquote>辉瑞尚未提供详细结果，但确实表示，对接种疫苗的儿童数据的分析在第二剂疫苗接种一个月后的中和抗体水平与在另一项辉瑞研究中接受30微克剂量的16至25岁人群中发现的中和抗体水平相似。研究。</blockquote></p><p> Neutralizing antibodies, which prevent the virus from entering cells and replicating, play a key role in the body’s immune response against Covid-19.</p><p><blockquote>中和抗体可以阻止病毒进入细胞并复制，在人体对新冠肺炎的免疫反应中发挥着关键作用。</blockquote></p><p> The companies haven’t been able to say yet how well the shot protects against Covid-19 because too few young subjects in the study have become sick to compare rates between children who got a vaccine and those who got a placebo.</p><p><blockquote>这些公司还不能说这种疫苗对Covid-19的保护效果如何，因为研究中患病的年轻受试者太少，无法比较接种疫苗的儿童和接种安慰剂的儿童之间的发病率。</blockquote></p><p> Yet the FDA commonly clears vaccines based on data indicating a vaccine already shown to be protective in older people generates similar antibody levels in young children as in adults.</p><p><blockquote>然而，FDA通常会根据数据批准疫苗，这些数据表明，已经证明对老年人具有保护作用的疫苗在幼儿中产生的抗体水平与成人相似。</blockquote></p><p> There appeared to be fewer side effects such as fever and chills among younger children who got the vaccine compared with 16- to 25-year-olds, Pfizer has said.</p><p><blockquote>辉瑞表示，与16至25岁的儿童相比，接种疫苗的幼儿发烧和发冷等副作用似乎较少。</blockquote></p><p> There also were no cases of myocarditis, an inflammatory heart condition that has so far been found to be a rare side effect primarily in young men, Pfizer said.</p><p><blockquote>辉瑞表示，也没有心肌炎病例，心肌炎是一种炎症性心脏病，迄今为止被发现是一种罕见的副作用，主要发生在年轻男性中。</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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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\">\nPfizer Asks FDA to Authorize Covid-19 Vaccine in Young Children<blockquote>辉瑞要求FDA授权在幼儿中接种Covid-19疫苗</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-10-08 07:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Children ages 5 to 11 may be able to start getting immunized by November if health regulators authorize the shots</p><p><blockquote>如果卫生监管机构批准注射疫苗，5至11岁的儿童可能能够在11月之前开始接种疫苗</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67355adb6edb0e8646555bf98ce5a2a3\" tg-width=\"1050\" tg-height=\"700\" referrerpolicy=\"no-referrer\"><span>A team at a pharmacy in Ohio in August prepared the Pfizer vaccine as part of a trial in children under the age of 12.</span></p><p><blockquote><p class=\"t-img-caption\"><span>8月份，俄亥俄州一家药房的一个团队准备了辉瑞疫苗，作为12岁以下儿童试验的一部分。</span></p></blockquote></p><p> Pfizer&nbsp;Inc.&nbsp;and&nbsp;BioNTech SE&nbsp;have asked U.S. health regulators to green light their Covid-19 vaccine&nbsp;for children 5 to 11 years old, setting up the shot to potentially be available to millions of youngsters in a matter of weeks.</p><p><blockquote>辉瑞公司(Pfizer Inc.)和BioNTech SE已要求美国卫生监管机构批准其针对5至11岁儿童的Covid-19疫苗，并准备在几周内向数百万青少年提供该疫苗。</blockquote></p><p> The companies said Thursday that they submitted the application for authorization with the U.S. Food and Drug Administration.</p><p><blockquote>这些公司周四表示，他们已向美国提交了授权申请。食品和药物管理局。</blockquote></p><p> The FDA may clear the shot for use in the youths before November, which would mean pediatrician offices, schools and other locations could get doses to give as early as Halloween.</p><p><blockquote>FDA可能会在11月之前批准在青少年中使用该疫苗，这意味着儿科医生办公室、学校和其他地方最早可以在万圣节前注射疫苗。</blockquote></p><p> There are more than 28 million children ages 5 to 11 in the U.S., according to the American Academy of Pediatrics.</p><p><blockquote>根据美国儿科学会的数据，美国有超过2800万5至11岁的儿童。</blockquote></p><p> The FDA has already scheduled for a panel of outside experts to review the data Oct. 26. The agency doesn’t have to follow the panel’s recommendation, but normally does.</p><p><blockquote>FDA已安排外部专家小组于10月26日审查这些数据。该机构不必遵循专家组的建议，但通常会遵循。</blockquote></p><p> If authorized, young children would get two injections of the Pfizer-BioNTech, three weeks apart, just like adolescents and adults do but at a lower dosage.</p><p><blockquote>如果获得授权，幼儿将接受两次辉瑞-BioNTech注射，间隔三周，就像青少年和成人一样，但剂量较低。</blockquote></p><p> School districts and public-health officials have begun preparations for vaccinations, though the work remains in early stages. Health and vaccine experts expect the vaccines to be administered at certain schools, pediatrician offices and some pharmacies.</p><p><blockquote>学区和公共卫生官员已经开始为疫苗接种做准备，尽管这项工作仍处于早期阶段。健康和疫苗专家预计疫苗将在某些学校、儿科医生办公室和一些药房接种。</blockquote></p><p> Schools and public-health departments are experienced with childhood vaccines unrelated to Covid-19 because they routinely administer them, although the cold-storage requirements of the Pfizer-BioNTech vaccine may pose some challenges, according to the experts.</p><p><blockquote>专家表示，学校和公共卫生部门在与Covid-19无关的儿童疫苗方面经验丰富，因为他们定期接种这些疫苗，尽管辉瑞-BioNTech疫苗的冷藏要求可能会带来一些挑战。</blockquote></p><p> Pediatrician offices and other administration sites won’t be able to vaccinate the children with existing supply on hand because doses for children are smaller and prepared differently than for adults. Pfizer said it would start shipping the pediatric doses, if authorized, as soon as it is cleared to do so by U.S. health authorities.</p><p><blockquote>儿科医生办公室和其他管理场所将无法用现有的供应为儿童接种疫苗，因为儿童的剂量较小，而且制备方法与成人不同。辉瑞表示，如果获得授权，一旦获得美国卫生当局的批准，它将立即开始运送儿科剂量。</blockquote></p><p> The filing comes after the vaccine&nbsp;appeared to safely generate a strong immune response&nbsp;in young subjects in a late-stage trial, according to the companies.</p><p><blockquote>据两家公司称，该疫苗在后期试验中似乎在年轻受试者中安全地产生了强烈的免疫反应。</blockquote></p><p> Antibody levels in the child volunteers who received the vaccine were similar to those observed in younger adults, the companies said.</p><p><blockquote>两家公司表示，接受疫苗的儿童志愿者的抗体水平与年轻人中观察到的相似。</blockquote></p><p> The FDA has already been reviewing the Pfizer-BioNTech study data, after the companies began providing it to the agency in September. The companies still needed to submit other information, however, and the adjusted timeline could stretch authorization into November,The Wall Street Journal has reported.</p><p><blockquote>在辉瑞-BioNTech于9月份开始向FDA提供这些数据后，FDA已经在审查这些数据。然而，据《华尔街日报》报道，这些公司仍需要提交其他信息，调整后的时间表可能会将授权延长至11月。</blockquote></p><p> Young children are among the last groups in the U.S. waiting for vaccines against the coronavirus authorized by the FDA.</p><p><blockquote>幼儿是美国最后等待FDA授权的冠状病毒疫苗的群体之一。</blockquote></p><p> They are at lower risk of severe disease and hospitalization than adults, according to health experts, but&nbsp;more children have been going to the hospital&nbsp;than earlier in the pandemic because of the&nbsp;highly contagious Delta variant’s spread&nbsp;primarily among unvaccinated people.</p><p><blockquote>健康专家表示，与成年人相比，他们患严重疾病和住院的风险较低，但由于高传染性德尔塔变异毒株病毒主要在未接种疫苗的人群中传播，去医院的儿童比大流行早期多。</blockquote></p><p> Many parents have been anxious to get their young children vaccinated, hoping to protect them as the school year gets under way.</p><p><blockquote>许多家长都急于让他们的孩子接种疫苗，希望在学年开始时保护他们。</blockquote></p><p> Some parents with younger children have been so eager to get their young children vaccinated they&nbsp;enrolled them in clinical trials&nbsp;hoping the youngsters would get the real shots, rather than a placebo.</p><p><blockquote>一些有年幼孩子的父母非常渴望让他们的年幼孩子接种疫苗，他们让他们参加临床试验，希望孩子们能接种真正的疫苗，而不是安慰剂。</blockquote></p><p> Doctors and health authorities have said it will be important to immunize the children, not only to protect them from the virus but also to help protect children around them and family members.</p><p><blockquote>医生和卫生当局表示，为儿童接种疫苗非常重要，不仅可以保护他们免受病毒感染，还可以帮助保护他们周围的儿童和家庭成员。</blockquote></p><p> Pediatricians and public health experts say that much work will need to be done to address parents’ concerns about vaccinating young children, including parents who received Covid-19 vaccines themselves.</p><p><blockquote>儿科医生和公共卫生专家表示，需要做大量工作来解决父母对幼儿接种疫苗的担忧，包括自己接种了Covid-19疫苗的父母。</blockquote></p><p> About one-third of parents of children 5 to 11 years old plan to “wait and see” how the shot performs before vaccinating their children, while about one-quarter of parents said they had no plans to inoculate their children, according to&nbsp;a survey published in September&nbsp;by the Kaiser Family Foundation.</p><p><blockquote>根据一项调查，大约三分之一的5至11岁儿童的父母计划在给孩子接种疫苗之前“观望”疫苗的效果，而大约四分之一的父母表示他们没有给孩子接种疫苗的计划。凯撒家庭基金会9月份发布的一项调查。</blockquote></p><p> About 34% of parents of children ages 5 to 11 years would vaccinate their children right away after regulators clear vaccines for that age group, according to the survey.</p><p><blockquote>调查显示，在监管机构批准该年龄段的疫苗后，约34%的5至11岁儿童的父母会立即为孩子接种疫苗。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6cbf9d4fb7f80be2243e6f18a234ee9\" tg-width=\"1050\" tg-height=\"701\" width=\"100%\" height=\"auto\"><span>A vaccination clinic in Carson, Calif.</span></p><p><blockquote><p class=\"t-img-caption\"><span>加利福尼亚州卡森的一家疫苗接种诊所。</span></p></blockquote></p><p> After the authorization in 5- to 11-year-olds, the&nbsp;only group left awaiting vaccines&nbsp;will be children as young as six months.</p><p><blockquote>在5至11岁儿童获得授权后，唯一等待疫苗的群体将是6个月大的儿童。</blockquote></p><p></p><p> Pfizer has said that results from a study in the younger children, ages 6 months to under 5 years, could come by the fourth quarter this year.</p><p><blockquote>辉瑞公司表示，一项针对6个月至5岁以下儿童的研究结果可能会在今年第四季度公布。</blockquote></p><p> For 5- to 11-year-olds, the companies are seeking what is known as an emergency-use authorization, which the FDA grants during public-health emergencies based on the best available evidence at the time.</p><p><blockquote>对于5至11岁的儿童，这些公司正在寻求所谓的紧急使用授权，FDA在公共卫生紧急情况下根据当时可用的最佳证据授予该授权。</blockquote></p><p> To speed the availability of Covid-19 vaccines because of the urgency of the pandemic, the FDA has been authorizing shots including Pfizer-BioNTech’s for emergency use.</p><p><blockquote>由于疫情的紧迫性，为了加快Covid-19疫苗的供应，FDA已经授权包括辉瑞-BioNTech在内的疫苗用于紧急使用。</blockquote></p><p> Children as young as 12 are permitted to take the Pfizer-BioNTech shot&nbsp;under an emergency-use authorization. The vaccine is now fully approved for people 16 years and older.</p><p><blockquote>根据紧急使用授权，12岁以下的儿童可以接种辉瑞-BioNTech疫苗。该疫苗现已被完全批准用于16岁及以上的人群。</blockquote></p><p> In their key study, Pfizer and BioNTech&nbsp;enrolled about 2,268 subjects 5 to 11 years. Two-thirds of the subjects got two doses of the vaccine, three weeks apart, with the rest getting a placebo. Children received a smaller, 10 microgram dosage, compared with the 30 microgram dose than adults take.</p><p><blockquote>在他们的关键研究中，辉瑞和BioNTech招募了约2,268名5至11岁的受试者。三分之二的受试者接种了两剂疫苗，间隔三周，其余的受试者接种了安慰剂。与成人服用的30微克剂量相比，儿童接受的剂量较小，为10微克。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b596ccbc070386938764cd6817f695f\" tg-width=\"1050\" tg-height=\"700\" width=\"100%\" height=\"auto\"><span>A health-care worker met with a volunteer in Ohio in August as part of a vaccine trial for children under 12.</span></p><p><blockquote><p class=\"t-img-caption\"><span>8月，一名医护人员在俄亥俄州会见了一名志愿者，这是针对12岁以下儿童的疫苗试验的一部分。</span></p></blockquote></p><p> Pfizer hasn’t provided detailed results yet but did say an analysis of data of children taking the vaccine had neutralizing antibody levels one month after the second dose similar to those found in people ages 16 to 25 years who received 30-microgram doses in a separate Pfizer study.</p><p><blockquote>辉瑞尚未提供详细结果，但确实表示，对接种疫苗的儿童数据的分析在第二剂疫苗接种一个月后的中和抗体水平与在另一项辉瑞研究中接受30微克剂量的16至25岁人群中发现的中和抗体水平相似。研究。</blockquote></p><p> Neutralizing antibodies, which prevent the virus from entering cells and replicating, play a key role in the body’s immune response against Covid-19.</p><p><blockquote>中和抗体可以阻止病毒进入细胞并复制，在人体对新冠肺炎的免疫反应中发挥着关键作用。</blockquote></p><p> The companies haven’t been able to say yet how well the shot protects against Covid-19 because too few young subjects in the study have become sick to compare rates between children who got a vaccine and those who got a placebo.</p><p><blockquote>这些公司还不能说这种疫苗对Covid-19的保护效果如何，因为研究中患病的年轻受试者太少，无法比较接种疫苗的儿童和接种安慰剂的儿童之间的发病率。</blockquote></p><p> Yet the FDA commonly clears vaccines based on data indicating a vaccine already shown to be protective in older people generates similar antibody levels in young children as in adults.</p><p><blockquote>然而，FDA通常会根据数据批准疫苗，这些数据表明，已经证明对老年人具有保护作用的疫苗在幼儿中产生的抗体水平与成人相似。</blockquote></p><p> There appeared to be fewer side effects such as fever and chills among younger children who got the vaccine compared with 16- to 25-year-olds, Pfizer has said.</p><p><blockquote>辉瑞表示，与16至25岁的儿童相比，接种疫苗的幼儿发烧和发冷等副作用似乎较少。</blockquote></p><p> There also were no cases of myocarditis, an inflammatory heart condition that has so far been found to be a rare side effect primarily in young men, Pfizer said.</p><p><blockquote>辉瑞表示，也没有心肌炎病例，心肌炎是一种炎症性心脏病，迄今为止被发现是一种罕见的副作用，主要发生在年轻男性中。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/pfizer-asks-fda-to-approve-covid-19-vaccine-in-young-children-11633610319?mod=hp_lead_pos7\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.wsj.com/articles/pfizer-asks-fda-to-approve-covid-19-vaccine-in-young-children-11633610319?mod=hp_lead_pos7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152262514","content_text":"Children ages 5 to 11 may be able to start getting immunized by November if health regulators authorize the shots\nA team at a pharmacy in Ohio in August prepared the Pfizer vaccine as part of a trial in children under the age of 12.\nPfizer Inc. and BioNTech SE have asked U.S. health regulators to green light their Covid-19 vaccine for children 5 to 11 years old, setting up the shot to potentially be available to millions of youngsters in a matter of weeks.\nThe companies said Thursday that they submitted the application for authorization with the U.S. Food and Drug Administration.\nThe FDA may clear the shot for use in the youths before November, which would mean pediatrician offices, schools and other locations could get doses to give as early as Halloween.\nThere are more than 28 million children ages 5 to 11 in the U.S., according to the American Academy of Pediatrics.\nThe FDA has already scheduled for a panel of outside experts to review the data Oct. 26. The agency doesn’t have to follow the panel’s recommendation, but normally does.\nIf authorized, young children would get two injections of the Pfizer-BioNTech, three weeks apart, just like adolescents and adults do but at a lower dosage.\nSchool districts and public-health officials have begun preparations for vaccinations, though the work remains in early stages. Health and vaccine experts expect the vaccines to be administered at certain schools, pediatrician offices and some pharmacies.\nSchools and public-health departments are experienced with childhood vaccines unrelated to Covid-19 because they routinely administer them, although the cold-storage requirements of the Pfizer-BioNTech vaccine may pose some challenges, according to the experts.\nPediatrician offices and other administration sites won’t be able to vaccinate the children with existing supply on hand because doses for children are smaller and prepared differently than for adults. Pfizer said it would start shipping the pediatric doses, if authorized, as soon as it is cleared to do so by U.S. health authorities.\nThe filing comes after the vaccine appeared to safely generate a strong immune response in young subjects in a late-stage trial, according to the companies.\nAntibody levels in the child volunteers who received the vaccine were similar to those observed in younger adults, the companies said.\nThe FDA has already been reviewing the Pfizer-BioNTech study data, after the companies began providing it to the agency in September. The companies still needed to submit other information, however, and the adjusted timeline could stretch authorization into November,The Wall Street Journal has reported.\nYoung children are among the last groups in the U.S. waiting for vaccines against the coronavirus authorized by the FDA.\nThey are at lower risk of severe disease and hospitalization than adults, according to health experts, but more children have been going to the hospital than earlier in the pandemic because of the highly contagious Delta variant’s spread primarily among unvaccinated people.\nMany parents have been anxious to get their young children vaccinated, hoping to protect them as the school year gets under way.\nSome parents with younger children have been so eager to get their young children vaccinated they enrolled them in clinical trials hoping the youngsters would get the real shots, rather than a placebo.\nDoctors and health authorities have said it will be important to immunize the children, not only to protect them from the virus but also to help protect children around them and family members.\nPediatricians and public health experts say that much work will need to be done to address parents’ concerns about vaccinating young children, including parents who received Covid-19 vaccines themselves.\nAbout one-third of parents of children 5 to 11 years old plan to “wait and see” how the shot performs before vaccinating their children, while about one-quarter of parents said they had no plans to inoculate their children, according to a survey published in September by the Kaiser Family Foundation.\nAbout 34% of parents of children ages 5 to 11 years would vaccinate their children right away after regulators clear vaccines for that age group, according to the survey.\nA vaccination clinic in Carson, Calif.\nAfter the authorization in 5- to 11-year-olds, the only group left awaiting vaccines will be children as young as six months.\nPfizer has said that results from a study in the younger children, ages 6 months to under 5 years, could come by the fourth quarter this year.\nFor 5- to 11-year-olds, the companies are seeking what is known as an emergency-use authorization, which the FDA grants during public-health emergencies based on the best available evidence at the time.\nTo speed the availability of Covid-19 vaccines because of the urgency of the pandemic, the FDA has been authorizing shots including Pfizer-BioNTech’s for emergency use.\nChildren as young as 12 are permitted to take the Pfizer-BioNTech shot under an emergency-use authorization. The vaccine is now fully approved for people 16 years and older.\nIn their key study, Pfizer and BioNTech enrolled about 2,268 subjects 5 to 11 years. Two-thirds of the subjects got two doses of the vaccine, three weeks apart, with the rest getting a placebo. Children received a smaller, 10 microgram dosage, compared with the 30 microgram dose than adults take.\nA health-care worker met with a volunteer in Ohio in August as part of a vaccine trial for children under 12.\nPfizer hasn’t provided detailed results yet but did say an analysis of data of children taking the vaccine had neutralizing antibody levels one month after the second dose similar to those found in people ages 16 to 25 years who received 30-microgram doses in a separate Pfizer study.\nNeutralizing antibodies, which prevent the virus from entering cells and replicating, play a key role in the body’s immune response against Covid-19.\nThe companies haven’t been able to say yet how well the shot protects against Covid-19 because too few young subjects in the study have become sick to compare rates between children who got a vaccine and those who got a placebo.\nYet the FDA commonly clears vaccines based on data indicating a vaccine already shown to be protective in older people generates similar antibody levels in young children as in adults.\nThere appeared to be fewer side effects such as fever and chills among younger children who got the vaccine compared with 16- to 25-year-olds, Pfizer has said.\nThere also were no cases of myocarditis, an inflammatory heart condition that has so far been found to be a rare side effect primarily in young men, Pfizer said.","news_type":1,"symbols_score_info":{"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":2645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829594383,"gmtCreate":1633524881842,"gmtModify":1633524882510,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/829594383","repostId":"2173917928","repostType":4,"isVote":1,"tweetType":1,"viewCount":2848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829592256,"gmtCreate":1633524789743,"gmtModify":1633524790395,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829592256","repostId":"1126487365","repostType":4,"isVote":1,"tweetType":1,"viewCount":2945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867662959,"gmtCreate":1633255480907,"gmtModify":1633255481480,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/867662959","repostId":"2172614079","repostType":4,"isVote":1,"tweetType":1,"viewCount":3126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867666684,"gmtCreate":1633255399843,"gmtModify":1633255400497,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/867666684","repostId":"2172647479","repostType":4,"isVote":1,"tweetType":1,"viewCount":2393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864320633,"gmtCreate":1633059523584,"gmtModify":1633059524197,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"themes":[],"htmlText":"I use snowflake&nbsp;","listText":"I use snowflake&nbsp;","text":"I use snowflake","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864320633","repostId":"1155834484","repostType":4,"repost":{"id":"1155834484","kind":"news","pubTimestamp":1633047614,"share":"https://www.laohu8.com/m/news/1155834484?lang=zh_CN&edition=full","pubTime":"2021-10-01 08:20","market":"us","language":"en","title":"Is Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave<blockquote>雪花股票值得买入吗？数据分析专家乘着云计算浪潮</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155834484","media":"investors","summary":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giantsAmazon.com(AMZN),M","content":"<p>Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants<b>Amazon.com</b>(AMZN),<b>Microsoft</b>(MSFT) and<b>Alphabet</b>'s (GOOGL) Google.</p><p><blockquote>将Snowflake股票视为云计算巨头快速增长的代表<b>亚马逊</b>（亚马逊），<b>微软</b>（MSFT）和<b>Alphabet</b>（GOOGL）谷歌。</blockquote></p><p> Many companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.</p><p><blockquote>许多公司正在转向云计算服务，作为“数字化转型”项目的一部分，旨在从处理海量数据中获得商业洞察力。云计算巨头提供自己的数据分析和管理工具。</blockquote></p><p> In a \"coopetition\" model, thecloud giantsgive their customers a green light to buy<b>Snowflake</b>'s (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.</p><p><blockquote>在“合作竞争”模式中，云巨头为客户的购买开绿灯<b>雪花</b>的（雪）软件。原因是Snowflake的工具在一些关键任务上更好，例如让公司以简单的方式编译、查看、分析和共享大量数据。</blockquote></p><p> Nearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products from<b>Teradata</b>(TDC),<b>Oracle</b>(ORCL) and<b>IBM</b>(IBM).</p><p><blockquote>近五分之二的财富500强公司在云中使用Snowflake的软件，因为它们正在从<b>Teradata</b>（贸发局），<b>神谕</b>（ORCL）及<b>IBM</b>（IBM）。</blockquote></p><p> One Snowflake customer is pharma giant<b>Pfizer</b>(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into thedistribution of the Covid-19 vaccine.</p><p><blockquote>Snowflake的一位客户是制药巨头<b>辉瑞</b>（PFE）。辉瑞使用雪花工具来预测产品销售并深入了解Covid-19疫苗的分布情况。</blockquote></p><p> Snowflake Stock: Competition Increasing From Google Cloud?</p><p><blockquote>雪花股票：来自谷歌云的竞争加剧？</blockquote></p><p> Stellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.</p><p><blockquote>出色的客户增长使SNOW stock在2020年9月完成了软件公司有史以来最大的首次公开募股。此次IPO筹集了34亿美元。</blockquote></p><p> But is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 5% in August, 3.4% in July and 8.7% in June.</p><p><blockquote>但雪花现在值得买入吗？在经历了2021年的艰难开局后，软件成长股出现反弹。iShares Expanded Tech-Software Sector ETF 8月份上涨5%，7月份上涨3.4%，6月份上涨8.7%。</blockquote></p><p> Snowflake stock has out-performed the software sector since mid-May. It's up 13% in 2021.</p><p><blockquote>自五月中旬以来，Snowflake股票的表现一直优于软件板块。2021年增长13%。</blockquote></p><p> Snowflake stock hit an all-time high of 429 in early December last year. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.</p><p><blockquote>去年12月初，Snowflake股价创下429点的历史新高。但由于分析师对其高估值的担忧，SNOW股价在2020年底暴跌。</blockquote></p><p> At a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.</p><p><blockquote>在6月10日的分析师日上，Snowflake制定了到2029财年（与2028年日历一致）产品收入达到100亿美元的道路。100亿美元的收入目标将带来44%的复合年增长率。</blockquote></p><p> The company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.</p><p><blockquote>该公司表示，预计产品收入将超过100万美元，从而增加客户数量。Snowflake还预计长期营业利润率为10%以上，低于一些分析师的预期。</blockquote></p><p> Possible Threat From Amazon</p><p><blockquote>可能来自亚马逊的威胁</blockquote></p><p> Snowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is one of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.</p><p><blockquote>雪花在7月份宣布支持数字广告标准Unified ID 2.0。加拿大皇家银行资本的一份报告指出，广告是Snowflake最大的垂直行业之一，客户占该领域参与者的很大一部分。此举正值谷歌逐步淘汰用于定向广告的互联网cookies之际。</blockquote></p><p> Whether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding roundvalued Databricks at $28 billion.</p><p><blockquote>亚马逊网络服务是否会加剧竞争仍然是SNOW股票的一个担忧。此外，与私营Databricks的竞争正在升温。2月份的一轮融资对Databricks的估值为280亿美元。</blockquote></p><p> Databricks, which usesartificial intelligence, is expected to launch its own IPO.<b>Hewlett Packard Enterprise</b>(HPE), with its GreenLake platform, is another rival.</p><p><blockquote>使用人工智能的Databricks预计将推出自己的IPO。<b>慧与</b>拥有GreenLake平台的HPE是另一个竞争对手。</blockquote></p><p> Snowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.</p><p><blockquote>雪花股票的多头指出，无论发生什么，其经验丰富的管理团队都是一个优势。</blockquote></p><p> Two former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.</p><p><blockquote>两位前甲骨文工程师Benoit Dageville和Thierry Cruanes以及初创公司Vectorwise前首席执行官Marcin Zukowski于2012年创办了Snowflake。公司在数据库架构、数据仓库等领域拥有专利。</blockquote></p><p> SNOW Stock: ServiceNow Veterans Lead Company</p><p><blockquote>SNOW股票：ServiceNow退伍军人领导公司</blockquote></p><p> Snowflake brought inFrank Slootman as chief executive&nbsp;in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.</p><p><blockquote>Snowflake于2019年5月任命inFrank Slootman为首席执行官。Slootman已于2017年初辞去ServiceNow首席执行官一职。前ServiceNow首席财务官Mike Scarpelli也于2019年加入Snowflake，担任相同的首席财务官职位。</blockquote></p><p> Unlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.</p><p><blockquote>与传统的内部数据管理系统不同，Snowflake的平台是为云计算从头开始构建的。它通过互联网提供100%的软件。</blockquote></p><p> Snowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.</p><p><blockquote>Snowflake客户可以使用公司的数据仓库在多个在线存储系统中与合作伙伴共享数据。Snowflake还支持在应用程序之间共享易于搜索的数据。</blockquote></p><p> Snowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.</p><p><blockquote>Snowflake的数据分析工具于2015年在Amazon Web Services上可用，2018年在微软的Azure上可用，2020年在谷歌的云平台上可用。</blockquote></p><p> In June, Snowflake partnered with<b>C3.ai</b>(AI). The two companies will cooperate in offering artificial intelligence tools to companies.</p><p><blockquote>6月，雪花与<b>C3.人工智能</b>（人工智能）。两家公司将合作向企业提供人工智能工具。</blockquote></p><p> Amazon Web Services A 'Frenemy'</p><p><blockquote>亚马逊网络服务是“友敌”</blockquote></p><p> \"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.</p><p><blockquote>瑞银分析师Karl Keirstead在最近给客户的一份报告中表示：“虽然Snowflake是多云的，但它约85%的收入来自亚马逊网络服务上部署的数据分析工作，亚马逊网络服务也是Snowflake与AWS Redshift的最大竞争对手。”</blockquote></p><p> \"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"</p><p><blockquote>“这种‘友敌’关系对于Snowflake的成功至关重要，”Keirstead继续说道。“AWS从Snowflake在计算和存储基础设施资源上的支出中获得的好处远远超过它们因放弃AWS红移收入而损失的损失。Snowflake代表了AWS和微软Azure的梦想客户和合作伙伴。”</blockquote></p><p></p><p> Snowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.</p><p><blockquote>Snowflake专注于六个核心市场，包括金融服务、医疗保健和生命科学、零售和消费品、广告媒体和娱乐、技术和政府部门。</blockquote></p><p> When Snowflake went public in September it used a dual-class share structure that gave its CEO and insiderssuper-voting rights. However, Snowflake eliminated the dual-class structure in March.</p><p><blockquote>当Snowflake于9月份上市时，它采用了双层股权结构，赋予其首席执行官和内部人士超级投票权。然而，Snowflake在三月份取消了双层结构。</blockquote></p><p> Snowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.</p><p><blockquote>雪花公司的总部设在加利福尼亚州的圣马特奥。在冠状病毒紧急情况促使人们转向远程工作的过程中，Snowflake在5月份表示，它不再设有公司总部。它指定了蒙大拿州的波兹曼。，作为其主要执行办公室。斯洛特曼和斯卡佩利的总部设在波兹曼。</blockquote></p><p> Snowflake Stock Fundamental Analysis</p><p><blockquote>雪花股票基本面分析</blockquote></p><p> Software stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such as<b>Salesforce.com</b>(CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.</p><p><blockquote>软件股的交易价格通常是前瞻性收入增长的倍数。软件即服务或SaaS公司，例如<b>Salesforce.com</b>（CRM），通常提供最高的收入增长。Salesforce是SNOW stock的主要营销合作伙伴。</blockquote></p><p> Snowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.</p><p><blockquote>Snowflake还与德勤等咨询公司和私营Informatica等信息技术公司合作。</blockquote></p><p> Snowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.</p><p><blockquote>然而，Snowflake并不是一家SaaS公司。相反，它使用基于消费的商业模式，基于客户处理和存储的数据量。</blockquote></p><p> Snowflake's revenue growth stands out. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.</p><p><blockquote>Snowflake的收入增长尤为突出。但分析师表示，与基于订阅、经常性收入的SaaS商业模式相比，透明度和可预测性较低。</blockquote></p><p> \"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" Mizuho Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"</p><p><blockquote>瑞穗证券分析师Gregg Moskowitz在一份报告中表示：“SNOW有一种消费模式，即客户签订一定数量的计算和存储容量的合同。”“然而，公司仅在产能被使用时记录收入，因此在开始确认收入之前可能会有几个月或更长时间的滞后。”</blockquote></p><p> Snowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.</p><p><blockquote>Snowflake的年收入接近10亿美元。对于软件成长型公司来说，这是一个重要的里程碑。但根据两种最常见的会计准则，SNOW股票是无利可图的。</blockquote></p><p> Many software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.</p><p><blockquote>许多软件公司使用GAAP收益或公认会计原则（包括基于股票的薪酬）是无利可图的。但在非公认会计准则或“调整后”收益的基础上，它们是盈利的。</blockquote></p><p> Snowflake Stock Gains Traction In Large Deals</p><p><blockquote>雪花股票在大宗交易中获得关注</blockquote></p><p> Snowflake's July quarter decelerated from the previous quarter but topped analyst estimates as it gained traction with large deals in the financial services and healthcare markets.</p><p><blockquote>Snowflake 7月份季度的业绩较上一季度有所放缓，但超出了分析师的预期，因为它在金融服务和医疗保健市场的大型交易中获得了关注。</blockquote></p><p> Snowflake said July-quarter revenue jumped 104% to $272.2 million from a year earlier. Analysts had estimated Snowflake revenue of $256.5 million.</p><p><blockquote>Snowflake表示，7月份季度收入同比增长104%至2.722亿美元。分析师此前估计Snowflake的收入为2.565亿美元。</blockquote></p><p> Snowflake sales soared 110% in the April quarter and 117% in the January quarter.</p><p><blockquote>Snowflake销售额在4月份季度飙升110%，在1月份季度飙升117%。</blockquote></p><p> The provider of cloud-based data analytics software said product revenue rose 103% to $254.6 million vs. estimates of $240 million.</p><p><blockquote>这家基于云的数据分析软件提供商表示，产品收入增长103%，达到2.546亿美元，而预期为2.4亿美元。</blockquote></p><p> In addition, Snowflake said it now has 116 customers with \"trailing 12-month product revenue greater than $1 million,\" up from 104 such customers as of April 30.</p><p><blockquote>此外，Snowflake表示，目前拥有116名“过去12个月产品收入超过100万美元”的客户，高于截至4月30日的104名此类客户。</blockquote></p><p> \"SNOW stock ended the quarter with 12 net new $1 million-plus customers (vs. 27 last quarter, 8 a year ago), bringing total $1 million-plus customers to 116,\" said Cowen analyst J. Derrick Wood in a report. \"Management cited strength come from rising deal sizes, strong competitive win rates, high sales productivity levels and balanced demand across geographies, customer segments and verticals. SNOW's recent vertically-focused, go-to-market initiatives are resonating particularly well in financial services and healthcare.\"</p><p><blockquote>Cowen分析师J.Derrick Wood在一份报告中表示：“SNOW股票在本季度末净新增了12名100万美元以上的客户（上季度为27名，一年前为8名），使100万美元以上的客户总数达到116名。”“管理层表示，优势来自不断增长的交易规模、强劲的竞争胜率、高销售生产力水平以及跨地区、客户群和垂直行业的平衡需求。斯诺最近以垂直为重点的上市举措在金融服务领域引起了特别好的共鸣和医疗保健。”</blockquote></p><p> For the October quarter, Snowflake forecast product revenue in a range of $280 million to $285 million, above estimates of $270.5 million.</p><p><blockquote>Snowflake预测10月份季度的产品收入在2.8亿美元至2.85亿美元之间，高于预期的2.705亿美元。</blockquote></p><p> SNOW Stock Technical Analysis</p><p><blockquote>SNOW股票技术分析</blockquote></p><p> Snowflake stock went public on Sept. 16, 2020, at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.</p><p><blockquote>Snowflake股票于2020年9月16日上市，价格为每股120美元。当时，由于投资者在冠状病毒紧急情况下寻求经常性收入，软件成长股炙手可热。</blockquote></p><p> SNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.</p><p><blockquote>SNOW股价在交易首日飙升至319点，收盘价较IPO价格253.93点高出111.6%。由于分析师对Snowflake的估值存在争议，股价回落。</blockquote></p><p> Snowflake stock forged acup-with-handle baseover the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.</p><p><blockquote>在接下来的两个月里，雪花股票锻造了带手柄的针尖底座。新基地创造了一个301的切入点。SNOW股价突破买入点，于12月8日触及429点的历史新高。</blockquote></p><p> Snowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software Enterprise group stayed resilient. The Computer-Software Enterprise group did not break down until mid-February amid a market rotation to value.</p><p><blockquote>尽管IBD计算机软件企业集团保持了弹性，但由于估值受到质疑，Snowflake股价在2020年底暴跌。该计算机软件企业集团直到2月中旬才因市场向价值轮动而崩溃。</blockquote></p><p> Snowflake stock hit a 12-month low of 184.71 on May 13.</p><p><blockquote>Snowflake股价于5月13日触及184.71的12个月低点。</blockquote></p><p> Is Snowflake Stock A Buy Right Now?</p><p><blockquote>雪花股票现在值得买入吗？</blockquote></p><p> Snowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Ratingof&nbsp; 53 out of a best possible 99, according toIBD Stock Checkup.</p><p><blockquote>作为前瞻性收入增长的倍数，雪花股票的交易价格仍然存在大幅溢价。根据IBD股票检查，SNOW股票的IBD综合评级为53分（满分为99分）。</blockquote></p><p> IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.</p><p><blockquote>IBD的综合评级将五个独立的专有评级合并为一个易于使用的评级。最佳成长型股票的综合评级为90或更高。</blockquote></p><p></p><p> One bright spot is that Snowflake stock owns an Accumulation/Distribution Rating of B, according toIBD MarketSmithanalysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.</p><p><blockquote>根据IBD MarketSmithAnalysis的数据，一个亮点是Snowflake股票的积累/分配评级为B。该评级分析股票在过去13周交易中的价格和交易量变化。</blockquote></p><p> The rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.</p><p><blockquote>该评级为A+至E级，衡量机构对股票的买卖情况。A+表示机构大量买入；E表示大量抛售。把C级想象成中性。</blockquote></p><p> SNOW stock has yet toform a basewith a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.</p><p><blockquote>积雪还没有形成一个合适的切入点。Snowflake股价已突破50日移动平均线。如果它保持在50日线之上，可能会启动深基右侧。</blockquote></p><p></p>","source":"lsy1610449120050","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>Is Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave<blockquote>雪花股票值得买入吗？数据分析专家乘着云计算浪潮</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\">\nIs Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave<blockquote>雪花股票值得买入吗？数据分析专家乘着云计算浪潮</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investors</strong><span class=\"h-time small\">2021-10-01 08:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants<b>Amazon.com</b>(AMZN),<b>Microsoft</b>(MSFT) and<b>Alphabet</b>'s (GOOGL) Google.</p><p><blockquote>将Snowflake股票视为云计算巨头快速增长的代表<b>亚马逊</b>（亚马逊），<b>微软</b>（MSFT）和<b>Alphabet</b>（GOOGL）谷歌。</blockquote></p><p> Many companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.</p><p><blockquote>许多公司正在转向云计算服务，作为“数字化转型”项目的一部分，旨在从处理海量数据中获得商业洞察力。云计算巨头提供自己的数据分析和管理工具。</blockquote></p><p> In a \"coopetition\" model, thecloud giantsgive their customers a green light to buy<b>Snowflake</b>'s (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.</p><p><blockquote>在“合作竞争”模式中，云巨头为客户的购买开绿灯<b>雪花</b>的（雪）软件。原因是Snowflake的工具在一些关键任务上更好，例如让公司以简单的方式编译、查看、分析和共享大量数据。</blockquote></p><p> Nearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products from<b>Teradata</b>(TDC),<b>Oracle</b>(ORCL) and<b>IBM</b>(IBM).</p><p><blockquote>近五分之二的财富500强公司在云中使用Snowflake的软件，因为它们正在从<b>Teradata</b>（贸发局），<b>神谕</b>（ORCL）及<b>IBM</b>（IBM）。</blockquote></p><p> One Snowflake customer is pharma giant<b>Pfizer</b>(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into thedistribution of the Covid-19 vaccine.</p><p><blockquote>Snowflake的一位客户是制药巨头<b>辉瑞</b>（PFE）。辉瑞使用雪花工具来预测产品销售并深入了解Covid-19疫苗的分布情况。</blockquote></p><p> Snowflake Stock: Competition Increasing From Google Cloud?</p><p><blockquote>雪花股票：来自谷歌云的竞争加剧？</blockquote></p><p> Stellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.</p><p><blockquote>出色的客户增长使SNOW stock在2020年9月完成了软件公司有史以来最大的首次公开募股。此次IPO筹集了34亿美元。</blockquote></p><p> But is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 5% in August, 3.4% in July and 8.7% in June.</p><p><blockquote>但雪花现在值得买入吗？在经历了2021年的艰难开局后，软件成长股出现反弹。iShares Expanded Tech-Software Sector ETF 8月份上涨5%，7月份上涨3.4%，6月份上涨8.7%。</blockquote></p><p> Snowflake stock has out-performed the software sector since mid-May. It's up 13% in 2021.</p><p><blockquote>自五月中旬以来，Snowflake股票的表现一直优于软件板块。2021年增长13%。</blockquote></p><p> Snowflake stock hit an all-time high of 429 in early December last year. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.</p><p><blockquote>去年12月初，Snowflake股价创下429点的历史新高。但由于分析师对其高估值的担忧，SNOW股价在2020年底暴跌。</blockquote></p><p> At a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.</p><p><blockquote>在6月10日的分析师日上，Snowflake制定了到2029财年（与2028年日历一致）产品收入达到100亿美元的道路。100亿美元的收入目标将带来44%的复合年增长率。</blockquote></p><p> The company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.</p><p><blockquote>该公司表示，预计产品收入将超过100万美元，从而增加客户数量。Snowflake还预计长期营业利润率为10%以上，低于一些分析师的预期。</blockquote></p><p> Possible Threat From Amazon</p><p><blockquote>可能来自亚马逊的威胁</blockquote></p><p> Snowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is one of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.</p><p><blockquote>雪花在7月份宣布支持数字广告标准Unified ID 2.0。加拿大皇家银行资本的一份报告指出，广告是Snowflake最大的垂直行业之一，客户占该领域参与者的很大一部分。此举正值谷歌逐步淘汰用于定向广告的互联网cookies之际。</blockquote></p><p> Whether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding roundvalued Databricks at $28 billion.</p><p><blockquote>亚马逊网络服务是否会加剧竞争仍然是SNOW股票的一个担忧。此外，与私营Databricks的竞争正在升温。2月份的一轮融资对Databricks的估值为280亿美元。</blockquote></p><p> Databricks, which usesartificial intelligence, is expected to launch its own IPO.<b>Hewlett Packard Enterprise</b>(HPE), with its GreenLake platform, is another rival.</p><p><blockquote>使用人工智能的Databricks预计将推出自己的IPO。<b>慧与</b>拥有GreenLake平台的HPE是另一个竞争对手。</blockquote></p><p> Snowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.</p><p><blockquote>雪花股票的多头指出，无论发生什么，其经验丰富的管理团队都是一个优势。</blockquote></p><p> Two former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.</p><p><blockquote>两位前甲骨文工程师Benoit Dageville和Thierry Cruanes以及初创公司Vectorwise前首席执行官Marcin Zukowski于2012年创办了Snowflake。公司在数据库架构、数据仓库等领域拥有专利。</blockquote></p><p> SNOW Stock: ServiceNow Veterans Lead Company</p><p><blockquote>SNOW股票：ServiceNow退伍军人领导公司</blockquote></p><p> Snowflake brought inFrank Slootman as chief executive&nbsp;in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.</p><p><blockquote>Snowflake于2019年5月任命inFrank Slootman为首席执行官。Slootman已于2017年初辞去ServiceNow首席执行官一职。前ServiceNow首席财务官Mike Scarpelli也于2019年加入Snowflake，担任相同的首席财务官职位。</blockquote></p><p> Unlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.</p><p><blockquote>与传统的内部数据管理系统不同，Snowflake的平台是为云计算从头开始构建的。它通过互联网提供100%的软件。</blockquote></p><p> Snowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.</p><p><blockquote>Snowflake客户可以使用公司的数据仓库在多个在线存储系统中与合作伙伴共享数据。Snowflake还支持在应用程序之间共享易于搜索的数据。</blockquote></p><p> Snowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.</p><p><blockquote>Snowflake的数据分析工具于2015年在Amazon Web Services上可用，2018年在微软的Azure上可用，2020年在谷歌的云平台上可用。</blockquote></p><p> In June, Snowflake partnered with<b>C3.ai</b>(AI). The two companies will cooperate in offering artificial intelligence tools to companies.</p><p><blockquote>6月，雪花与<b>C3.人工智能</b>（人工智能）。两家公司将合作向企业提供人工智能工具。</blockquote></p><p> Amazon Web Services A 'Frenemy'</p><p><blockquote>亚马逊网络服务是“友敌”</blockquote></p><p> \"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.</p><p><blockquote>瑞银分析师Karl Keirstead在最近给客户的一份报告中表示：“虽然Snowflake是多云的，但它约85%的收入来自亚马逊网络服务上部署的数据分析工作，亚马逊网络服务也是Snowflake与AWS Redshift的最大竞争对手。”</blockquote></p><p> \"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"</p><p><blockquote>“这种‘友敌’关系对于Snowflake的成功至关重要，”Keirstead继续说道。“AWS从Snowflake在计算和存储基础设施资源上的支出中获得的好处远远超过它们因放弃AWS红移收入而损失的损失。Snowflake代表了AWS和微软Azure的梦想客户和合作伙伴。”</blockquote></p><p></p><p> Snowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.</p><p><blockquote>Snowflake专注于六个核心市场，包括金融服务、医疗保健和生命科学、零售和消费品、广告媒体和娱乐、技术和政府部门。</blockquote></p><p> When Snowflake went public in September it used a dual-class share structure that gave its CEO and insiderssuper-voting rights. However, Snowflake eliminated the dual-class structure in March.</p><p><blockquote>当Snowflake于9月份上市时，它采用了双层股权结构，赋予其首席执行官和内部人士超级投票权。然而，Snowflake在三月份取消了双层结构。</blockquote></p><p> Snowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.</p><p><blockquote>雪花公司的总部设在加利福尼亚州的圣马特奥。在冠状病毒紧急情况促使人们转向远程工作的过程中，Snowflake在5月份表示，它不再设有公司总部。它指定了蒙大拿州的波兹曼。，作为其主要执行办公室。斯洛特曼和斯卡佩利的总部设在波兹曼。</blockquote></p><p> Snowflake Stock Fundamental Analysis</p><p><blockquote>雪花股票基本面分析</blockquote></p><p> Software stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such as<b>Salesforce.com</b>(CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.</p><p><blockquote>软件股的交易价格通常是前瞻性收入增长的倍数。软件即服务或SaaS公司，例如<b>Salesforce.com</b>（CRM），通常提供最高的收入增长。Salesforce是SNOW stock的主要营销合作伙伴。</blockquote></p><p> Snowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.</p><p><blockquote>Snowflake还与德勤等咨询公司和私营Informatica等信息技术公司合作。</blockquote></p><p> Snowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.</p><p><blockquote>然而，Snowflake并不是一家SaaS公司。相反，它使用基于消费的商业模式，基于客户处理和存储的数据量。</blockquote></p><p> Snowflake's revenue growth stands out. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.</p><p><blockquote>Snowflake的收入增长尤为突出。但分析师表示，与基于订阅、经常性收入的SaaS商业模式相比，透明度和可预测性较低。</blockquote></p><p> \"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" Mizuho Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"</p><p><blockquote>瑞穗证券分析师Gregg Moskowitz在一份报告中表示：“SNOW有一种消费模式，即客户签订一定数量的计算和存储容量的合同。”“然而，公司仅在产能被使用时记录收入，因此在开始确认收入之前可能会有几个月或更长时间的滞后。”</blockquote></p><p> Snowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.</p><p><blockquote>Snowflake的年收入接近10亿美元。对于软件成长型公司来说，这是一个重要的里程碑。但根据两种最常见的会计准则，SNOW股票是无利可图的。</blockquote></p><p> Many software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.</p><p><blockquote>许多软件公司使用GAAP收益或公认会计原则（包括基于股票的薪酬）是无利可图的。但在非公认会计准则或“调整后”收益的基础上，它们是盈利的。</blockquote></p><p> Snowflake Stock Gains Traction In Large Deals</p><p><blockquote>雪花股票在大宗交易中获得关注</blockquote></p><p> Snowflake's July quarter decelerated from the previous quarter but topped analyst estimates as it gained traction with large deals in the financial services and healthcare markets.</p><p><blockquote>Snowflake 7月份季度的业绩较上一季度有所放缓，但超出了分析师的预期，因为它在金融服务和医疗保健市场的大型交易中获得了关注。</blockquote></p><p> Snowflake said July-quarter revenue jumped 104% to $272.2 million from a year earlier. Analysts had estimated Snowflake revenue of $256.5 million.</p><p><blockquote>Snowflake表示，7月份季度收入同比增长104%至2.722亿美元。分析师此前估计Snowflake的收入为2.565亿美元。</blockquote></p><p> Snowflake sales soared 110% in the April quarter and 117% in the January quarter.</p><p><blockquote>Snowflake销售额在4月份季度飙升110%，在1月份季度飙升117%。</blockquote></p><p> The provider of cloud-based data analytics software said product revenue rose 103% to $254.6 million vs. estimates of $240 million.</p><p><blockquote>这家基于云的数据分析软件提供商表示，产品收入增长103%，达到2.546亿美元，而预期为2.4亿美元。</blockquote></p><p> In addition, Snowflake said it now has 116 customers with \"trailing 12-month product revenue greater than $1 million,\" up from 104 such customers as of April 30.</p><p><blockquote>此外，Snowflake表示，目前拥有116名“过去12个月产品收入超过100万美元”的客户，高于截至4月30日的104名此类客户。</blockquote></p><p> \"SNOW stock ended the quarter with 12 net new $1 million-plus customers (vs. 27 last quarter, 8 a year ago), bringing total $1 million-plus customers to 116,\" said Cowen analyst J. Derrick Wood in a report. \"Management cited strength come from rising deal sizes, strong competitive win rates, high sales productivity levels and balanced demand across geographies, customer segments and verticals. SNOW's recent vertically-focused, go-to-market initiatives are resonating particularly well in financial services and healthcare.\"</p><p><blockquote>Cowen分析师J.Derrick Wood在一份报告中表示：“SNOW股票在本季度末净新增了12名100万美元以上的客户（上季度为27名，一年前为8名），使100万美元以上的客户总数达到116名。”“管理层表示，优势来自不断增长的交易规模、强劲的竞争胜率、高销售生产力水平以及跨地区、客户群和垂直行业的平衡需求。斯诺最近以垂直为重点的上市举措在金融服务领域引起了特别好的共鸣和医疗保健。”</blockquote></p><p> For the October quarter, Snowflake forecast product revenue in a range of $280 million to $285 million, above estimates of $270.5 million.</p><p><blockquote>Snowflake预测10月份季度的产品收入在2.8亿美元至2.85亿美元之间，高于预期的2.705亿美元。</blockquote></p><p> SNOW Stock Technical Analysis</p><p><blockquote>SNOW股票技术分析</blockquote></p><p> Snowflake stock went public on Sept. 16, 2020, at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.</p><p><blockquote>Snowflake股票于2020年9月16日上市，价格为每股120美元。当时，由于投资者在冠状病毒紧急情况下寻求经常性收入，软件成长股炙手可热。</blockquote></p><p> SNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.</p><p><blockquote>SNOW股价在交易首日飙升至319点，收盘价较IPO价格253.93点高出111.6%。由于分析师对Snowflake的估值存在争议，股价回落。</blockquote></p><p> Snowflake stock forged acup-with-handle baseover the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.</p><p><blockquote>在接下来的两个月里，雪花股票锻造了带手柄的针尖底座。新基地创造了一个301的切入点。SNOW股价突破买入点，于12月8日触及429点的历史新高。</blockquote></p><p> Snowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software Enterprise group stayed resilient. The Computer-Software Enterprise group did not break down until mid-February amid a market rotation to value.</p><p><blockquote>尽管IBD计算机软件企业集团保持了弹性，但由于估值受到质疑，Snowflake股价在2020年底暴跌。该计算机软件企业集团直到2月中旬才因市场向价值轮动而崩溃。</blockquote></p><p> Snowflake stock hit a 12-month low of 184.71 on May 13.</p><p><blockquote>Snowflake股价于5月13日触及184.71的12个月低点。</blockquote></p><p> Is Snowflake Stock A Buy Right Now?</p><p><blockquote>雪花股票现在值得买入吗？</blockquote></p><p> Snowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Ratingof&nbsp; 53 out of a best possible 99, according toIBD Stock Checkup.</p><p><blockquote>作为前瞻性收入增长的倍数，雪花股票的交易价格仍然存在大幅溢价。根据IBD股票检查，SNOW股票的IBD综合评级为53分（满分为99分）。</blockquote></p><p> IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.</p><p><blockquote>IBD的综合评级将五个独立的专有评级合并为一个易于使用的评级。最佳成长型股票的综合评级为90或更高。</blockquote></p><p></p><p> One bright spot is that Snowflake stock owns an Accumulation/Distribution Rating of B, according toIBD MarketSmithanalysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.</p><p><blockquote>根据IBD MarketSmithAnalysis的数据，一个亮点是Snowflake股票的积累/分配评级为B。该评级分析股票在过去13周交易中的价格和交易量变化。</blockquote></p><p> The rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.</p><p><blockquote>该评级为A+至E级，衡量机构对股票的买卖情况。A+表示机构大量买入；E表示大量抛售。把C级想象成中性。</blockquote></p><p> SNOW stock has yet toform a basewith a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.</p><p><blockquote>积雪还没有形成一个合适的切入点。Snowflake股价已突破50日移动平均线。如果它保持在50日线之上，可能会启动深基右侧。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220\">investors</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":{"SNOW":"Snowflake"},"source_url":"https://investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155834484","content_text":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giantsAmazon.com(AMZN),Microsoft(MSFT) andAlphabet's (GOOGL) Google.\nMany companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.\nIn a \"coopetition\" model, thecloud giantsgive their customers a green light to buySnowflake's (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.\nNearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products fromTeradata(TDC),Oracle(ORCL) andIBM(IBM).\nOne Snowflake customer is pharma giantPfizer(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into thedistribution of the Covid-19 vaccine.\nSnowflake Stock: Competition Increasing From Google Cloud?\nStellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.\nBut is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 5% in August, 3.4% in July and 8.7% in June.\nSnowflake stock has out-performed the software sector since mid-May. It's up 13% in 2021.\nSnowflake stock hit an all-time high of 429 in early December last year. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.\nAt a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.\nThe company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.\nPossible Threat From Amazon\nSnowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is one of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.\nWhether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding roundvalued Databricks at $28 billion.\nDatabricks, which usesartificial intelligence, is expected to launch its own IPO.Hewlett Packard Enterprise(HPE), with its GreenLake platform, is another rival.\nSnowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.\nTwo former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.\nSNOW Stock: ServiceNow Veterans Lead Company\nSnowflake brought inFrank Slootman as chief executive in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.\nUnlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.\nSnowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.\nSnowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.\nIn June, Snowflake partnered withC3.ai(AI). The two companies will cooperate in offering artificial intelligence tools to companies.\nAmazon Web Services A 'Frenemy'\n\"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.\n\"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"\nSnowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.\nWhen Snowflake went public in September it used a dual-class share structure that gave its CEO and insiderssuper-voting rights. However, Snowflake eliminated the dual-class structure in March.\nSnowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.\nSnowflake Stock Fundamental Analysis\nSoftware stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such asSalesforce.com(CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.\nSnowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.\nSnowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.\nSnowflake's revenue growth stands out. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.\n\"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" Mizuho Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"\nSnowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.\nMany software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.\nSnowflake Stock Gains Traction In Large Deals\nSnowflake's July quarter decelerated from the previous quarter but topped analyst estimates as it gained traction with large deals in the financial services and healthcare markets.\nSnowflake said July-quarter revenue jumped 104% to $272.2 million from a year earlier. Analysts had estimated Snowflake revenue of $256.5 million.\nSnowflake sales soared 110% in the April quarter and 117% in the January quarter.\nThe provider of cloud-based data analytics software said product revenue rose 103% to $254.6 million vs. estimates of $240 million.\nIn addition, Snowflake said it now has 116 customers with \"trailing 12-month product revenue greater than $1 million,\" up from 104 such customers as of April 30.\n\"SNOW stock ended the quarter with 12 net new $1 million-plus customers (vs. 27 last quarter, 8 a year ago), bringing total $1 million-plus customers to 116,\" said Cowen analyst J. Derrick Wood in a report. \"Management cited strength come from rising deal sizes, strong competitive win rates, high sales productivity levels and balanced demand across geographies, customer segments and verticals. SNOW's recent vertically-focused, go-to-market initiatives are resonating particularly well in financial services and healthcare.\"\nFor the October quarter, Snowflake forecast product revenue in a range of $280 million to $285 million, above estimates of $270.5 million.\nSNOW Stock Technical Analysis\nSnowflake stock went public on Sept. 16, 2020, at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.\nSNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.\nSnowflake stock forged acup-with-handle baseover the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.\nSnowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software Enterprise group stayed resilient. The Computer-Software Enterprise group did not break down until mid-February amid a market rotation to value.\nSnowflake stock hit a 12-month low of 184.71 on May 13.\nIs Snowflake Stock A Buy Right Now?\nSnowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Ratingof  53 out of a best possible 99, according toIBD Stock Checkup.\nIBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.\nOne bright spot is that Snowflake stock owns an Accumulation/Distribution Rating of B, according toIBD MarketSmithanalysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.\nThe rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.\nSNOW stock has yet toform a basewith a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.","news_type":1,"symbols_score_info":{"SNOW":0.9}},"isVote":1,"tweetType":1,"viewCount":2355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862720154,"gmtCreate":1632916414976,"gmtModify":1632916415550,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862720154","repostId":"1194967114","repostType":4,"isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862954523,"gmtCreate":1632833353393,"gmtModify":1632833353570,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/862954523","repostId":"1198385948","repostType":4,"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866821769,"gmtCreate":1632754629551,"gmtModify":1632798061249,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866821769","repostId":"1123391790","repostType":4,"repost":{"id":"1123391790","kind":"news","pubTimestamp":1632754543,"share":"https://www.laohu8.com/m/news/1123391790?lang=zh_CN&edition=full","pubTime":"2021-09-27 22:55","market":"us","language":"en","title":"ASML: It's Time To Take Profits<blockquote>ASML：是时候获利了结了</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123391790","media":"Seeking Alpha","summary":"Summary\n\nWe wrote a bullish article on ASML more than two years ago, since then it has significantly","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>We wrote a bullish article on ASML more than two years ago, since then it has significantly outperformed both the S&amp;P500 and our own expectations.</li>  <li>ASML is firing on all cylinders, but the valuation has become extremely stretched and we believe it is time to take profits or at least reduce the position.</li>  <li>We are positive on the company's fundamentals and still believe extreme ultraviolet technology is the future of chip manufacturing.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbbfa8ed4239d6e8d29d42367fc89fa\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>两年多前，我们写了一篇关于ASML的看涨文章，从那时起，它的表现就显着优于标准普尔500指数和我们自己的预期。</li><li>ASML正在全力以赴，但估值已经变得极度紧张，我们认为是时候获利了结或至少减少头寸了。</li><li>我们对该公司的基本面持乐观态度，并且仍然相信极紫外技术是芯片制造的未来。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> We wrote a&nbsp;bullish article&nbsp;on ASML(NASDAQ:ASML)&nbsp;more than two years ago, since then it has significantly outperformed both the S&amp;P500 and our own expectations.</p><p><blockquote>两年多前，我们写了一篇关于ASML（纳斯达克股票代码：ASML）的看涨文章，此后该公司的表现显着优于标准普尔500指数和我们自己的预期。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebeefb02d1c446db8e52248f8743ecf3\" tg-width=\"257\" tg-height=\"202\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求阿尔法</span></p></blockquote></p><p> Part of our thesis was that the industry was becoming a natural monopoly since few could match the extreme investment and R&amp;D needed, this is what we said back then:</p><p><blockquote>我们的部分论点是，该行业正在成为自然垄断，因为很少有人能够匹配所需的极端投资和研发，这就是我们当时所说的：</blockquote></p><p>   Increasing complexity and R&amp;D costs have raised the stakes to a point where few companies will be able to compete in the future, increasing returns for the few left standing.  We also mentioned that the time had come for years of significant R&amp;D investment to pay off, and it seems we were right given the exponential growth in its gross profit as seen in the graph below.</p><p><blockquote>日益增加的复杂性和研发成本已经将赌注提高到了未来很少有公司能够竞争的程度，从而增加了少数留下来的公司的回报。我们还提到，多年来的大量研发投资获得回报的时候到了，考虑到其毛利润的指数增长，我们似乎是对的，如下图所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7695b604564361609481c3be5ba51ee5\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> While shares deserve a high price/sales multiple given the record gross profit margins, we believe it has gotten too stretched at ~18x.</p><p><blockquote>虽然考虑到创纪录的毛利率，该股理应获得较高的市销率，但我们认为约18倍的市销率已经过高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b58849fe01d66780fe4568ad581e3496\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Part of the bullish thesis with ASML is that despite the cyclicality of its revenue, it's easy to observe that there is also a secular trend higher. ASML is increasing its market share and the industry is becoming almost a monopoly. ASML is turning out to be the only game in town when it comes to extreme ultraviolet (EUV) equipment, and customers are buying more equipment to meet the increases in semiconductor demand.</p><p><blockquote>ASML看涨论点的一部分是，尽管其收入具有周期性，但很容易观察到也有长期走高的趋势。ASML正在增加其市场份额，该行业几乎成为垄断。事实证明，在极紫外(EUV)设备方面，ASML是唯一的游戏，客户正在购买更多设备来满足半导体需求的增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1846ea5e83cafd797cb6cc34fb9b9aa4\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> As revenue increases and the company becomes more successful it is not reducing R&amp;D expense, but instead is doubling down with more money dedicated than ever to R&amp;D. We like that the company keeps investing in its future, and this will make it increasingly difficult for competitors to ever catch up.</p><p><blockquote>随着收入的增加和公司变得更加成功，它并没有减少R&amp;D费用，而是加倍投入比以往更多的资金用于R&amp;D。我们喜欢该公司不断投资于其未来，这将使竞争对手越来越难以赶上。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/640dbaeb6546cb17ae3d44efe00a9dbc\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> When we wrote the bullish article in 2019 shares were trading at an EV/EBITDA of ~18x, and now shares are almost 3x times more expensive based on this valuation multiple. Share price increases have clearly surpassed increases in profitability. We believe this is not sustainable and either business fundamentals catch up with the share price, or the share price adjusts to a more reasonable multiple.</p><p><blockquote>当我们在2019年撰写这篇看涨文章时，股价的EV/EBITDA约为18倍，而现在基于这一估值倍数，股价几乎高出3倍。股价的涨幅显然超过了盈利能力的涨幅。我们认为这是不可持续的，要么业务基本面赶上股价，要么股价调整到更合理的倍数。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0e53eb278ed1ce84114574a338bf8b5\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> One thing that has not changed is the strength of the company's balance sheet. The company continues to have a net positive cash position and a very healthy quick ratio above 1.0 having more quick assets than current liabilities.</p><p><blockquote>有一点没有改变，那就是公司资产负债表的实力。该公司继续拥有净正现金头寸，速动比率非常健康，高于1.0，速动资产多于流动负债。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49a616b21047d8945929adab5654c491\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Back in 2019 the dividend was ~1%, and the company had just announced that it intended to increase it by 50%. Today, while the company continues rewarding shareholders with a dividend and share repurchases, the yield has become a minuscule 0.38%. The shareholder yield, which incorporates both the dividend and share repurchases, is a little better at 2% compared to ~3% back in 2019. These statistics and dividend compression reflect how expensive shares have gotten. We also think that share buybacks should be postponed until the share price is closer to the intrinsic value of the company.</p><p><blockquote>早在2019年，股息约为1%，该公司刚刚宣布打算将股息增加50%。如今，虽然该公司继续通过股息和股票回购来回报股东，但收益率已降至微不足道的0.38%。包括股息和股票回购在内的股东收益率略好于2%，而2019年约为3%。这些统计数据和股息压缩反映了股票变得多么昂贵。我们还认为，股票回购应该推迟，直到股价更接近公司的内在价值。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16e4d38a523ce2586faa9b0e572aaadb\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Finally, the forward P/E ratio does an excellent job capturing how expensive shares have gotten. Back in 2019 shares were trading at a TTM and forward P/E of ~24x each. Both of these multiples have more than doubled since then.</p><p><blockquote>最后，远期市盈率很好地捕捉了股票的价格。早在2019年，股票的TTM和远期市盈率均约为24倍。自那时以来，这两个倍数都增加了一倍多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe1468398d132f9200083378aa535dd7\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Competitive Advantages</b></p><p><blockquote><b>竞争优势</b></blockquote></p><p> What we predicted about ASML's competitive advantages becoming stronger has come to pass. ASML is basically selling all the machines it can manufacture with its&nbsp;order book filling, and it is projecting a&nbsp;trillion dollar semiconductor market&nbsp;by 2030, twice its size today. Given the strength of their current offering and the fact that the company is still investing heavily in R&amp;D to further improve the machines, it is likely that ASML will capture a lot of the CapEx needed to double the production capacity of the industry.</p><p><blockquote>我们预测的ASML竞争优势变得更强的事情已经成为现实。ASML基本上正在销售其订单填充所能制造的所有机器，并预计到2030年半导体市场将达到1万亿美元，是目前规模的两倍。鉴于其当前产品的实力以及该公司仍在研发上投入巨资以进一步改进机器的事实，ASML很可能会获得将该行业产能翻倍所需的大量资本支出。</blockquote></p><p> Looking back, this was our reasoning back then which led us to predict the company would come to dominate its industry:</p><p><blockquote>回想起来，这就是我们当时的推理，让我们预测该公司将主导其行业：</blockquote></p><p> While we believe the market is currently valuing ASML as a high-quality technology company with significant growth opportunities ahead, it appears the market is missing just how critical EUV lithography technology can become.</p><p><blockquote>虽然我们认为市场目前将ASML视为一家未来具有巨大增长机会的优质技术公司，但市场似乎忽略了EUV光刻技术的重要性。</blockquote></p><p> The investments to keep Moore's Law alive and technology nodes shrinking are rising quickly as the complexity of the machines increases and the needed R&amp;D investments go up. This raises the stakes with every new generation forcing competitors out, giving the few remaining companies more pricing power and making their intellectual property more valuable. Some analysts however are starting to grasp the significance of these developments. For example, InsingerGilissen Bankiers analyst Jos Versteeg&nbsp;told Bloomberg:</p><p><blockquote>随着机器复杂性的增加和所需的R&amp;D投资的增加，保持摩尔定律和技术节点萎缩的投资正在迅速增加。这增加了风险，每一代新一代都会迫使竞争对手出局，给剩下的少数公司更多的定价权，并使他们的知识产权更有价值。然而，一些分析师开始理解这些发展的重要性。例如，InsingerGilissen Bankiers分析师Jos Versteeg告诉彭博社：</blockquote></p><p> ASML sees in its order portfolio it looks well for overall 2019, for a major part because it moves into EUV, in which they are the only player. The future for the coming seven years looks very bright.</p><p><blockquote>ASML认为其订单组合在2019年整体情况良好，这在很大程度上是因为它进入了EUV，而他们是唯一的参与者。未来七年的前景看起来非常光明。</blockquote></p><p> These are incredibly complex machines that&nbsp;weigh more than a 100 tons, require the use of high-powered lasers and plasma, and took years and&nbsp;incredible amounts of engineering ingenuity&nbsp;to get to work.</p><p><blockquote>这些都是极其复杂的机器，重量超过100吨，需要使用高功率激光和等离子体，并且需要数年时间和令人难以置信的工程创造力才能工作。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/973b1626dc094982f58ff77dc14b4098\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: ASML investor presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ASML投资者介绍</span></p></blockquote></p><p> Not only is EUV lithography technology critical to keep shrinking technology nodes, but its adoption also has some side benefits for customers. These include cycle time reductions, process simplification, and cost reductions.</p><p><blockquote>EUV光刻技术不仅对于保持缩小技术节点至关重要，而且其采用也为客户带来了一些附带好处。其中包括缩短周期时间、简化流程和降低成本。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2abd6a60053e447cab0b1f2abb3ed64\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>Source: ASML investor presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ASML投资者介绍</span></p></blockquote></p><p> For these reasons several semiconductor technology leaders are building significant capacity for EUV systems.</p><p><blockquote>出于这些原因，一些半导体技术领导者正在为EUV系统建设大量产能。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> While ASML's fundamentals remain as strong as ever, we believe most of the good news is already reflected in the share price. We think right now is a good moment to sell, or at least pair down the investment. ASML is truly a one-of-a-kind company that dominates its industry in a way that rarely happens. It has left competitors in the dust and is growing with good profitability and attractive margins. However, at the end of the day a successful investment is as much the quality of the company as it is the price paid, and currently the price is very high.</p><p><blockquote>虽然ASML的基本面一如既往地强劲，但我们相信大部分好消息已经反映在股价中。我们认为现在是出售的好时机，或者至少是配对投资。ASML确实是一家独一无二的公司，以一种罕见的方式主导着行业。它已经将竞争对手远远甩在身后，并且正在以良好的盈利能力和有吸引力的利润率增长。然而，归根结底，一项成功的投资既取决于公司的质量，也取决于支付的价格，而目前价格非常高。</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>ASML: It's Time To Take Profits<blockquote>ASML：是时候获利了结了</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nASML: It's Time To Take Profits<blockquote>ASML：是时候获利了结了</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\">2021-09-27 22:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>We wrote a bullish article on ASML more than two years ago, since then it has significantly outperformed both the S&amp;P500 and our own expectations.</li>  <li>ASML is firing on all cylinders, but the valuation has become extremely stretched and we believe it is time to take profits or at least reduce the position.</li>  <li>We are positive on the company's fundamentals and still believe extreme ultraviolet technology is the future of chip manufacturing.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbbfa8ed4239d6e8d29d42367fc89fa\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>两年多前，我们写了一篇关于ASML的看涨文章，从那时起，它的表现就显着优于标准普尔500指数和我们自己的预期。</li><li>ASML正在全力以赴，但估值已经变得极度紧张，我们认为是时候获利了结或至少减少头寸了。</li><li>我们对该公司的基本面持乐观态度，并且仍然相信极紫外技术是芯片制造的未来。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> We wrote a&nbsp;bullish article&nbsp;on ASML(NASDAQ:ASML)&nbsp;more than two years ago, since then it has significantly outperformed both the S&amp;P500 and our own expectations.</p><p><blockquote>两年多前，我们写了一篇关于ASML（纳斯达克股票代码：ASML）的看涨文章，此后该公司的表现显着优于标准普尔500指数和我们自己的预期。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebeefb02d1c446db8e52248f8743ecf3\" tg-width=\"257\" tg-height=\"202\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求阿尔法</span></p></blockquote></p><p> Part of our thesis was that the industry was becoming a natural monopoly since few could match the extreme investment and R&amp;D needed, this is what we said back then:</p><p><blockquote>我们的部分论点是，该行业正在成为自然垄断，因为很少有人能够匹配所需的极端投资和研发，这就是我们当时所说的：</blockquote></p><p>   Increasing complexity and R&amp;D costs have raised the stakes to a point where few companies will be able to compete in the future, increasing returns for the few left standing.  We also mentioned that the time had come for years of significant R&amp;D investment to pay off, and it seems we were right given the exponential growth in its gross profit as seen in the graph below.</p><p><blockquote>日益增加的复杂性和研发成本已经将赌注提高到了未来很少有公司能够竞争的程度，从而增加了少数留下来的公司的回报。我们还提到，多年来的大量研发投资获得回报的时候到了，考虑到其毛利润的指数增长，我们似乎是对的，如下图所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7695b604564361609481c3be5ba51ee5\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> While shares deserve a high price/sales multiple given the record gross profit margins, we believe it has gotten too stretched at ~18x.</p><p><blockquote>虽然考虑到创纪录的毛利率，该股理应获得较高的市销率，但我们认为约18倍的市销率已经过高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b58849fe01d66780fe4568ad581e3496\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Part of the bullish thesis with ASML is that despite the cyclicality of its revenue, it's easy to observe that there is also a secular trend higher. ASML is increasing its market share and the industry is becoming almost a monopoly. ASML is turning out to be the only game in town when it comes to extreme ultraviolet (EUV) equipment, and customers are buying more equipment to meet the increases in semiconductor demand.</p><p><blockquote>ASML看涨论点的一部分是，尽管其收入具有周期性，但很容易观察到也有长期走高的趋势。ASML正在增加其市场份额，该行业几乎成为垄断。事实证明，在极紫外(EUV)设备方面，ASML是唯一的游戏，客户正在购买更多设备来满足半导体需求的增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1846ea5e83cafd797cb6cc34fb9b9aa4\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> As revenue increases and the company becomes more successful it is not reducing R&amp;D expense, but instead is doubling down with more money dedicated than ever to R&amp;D. We like that the company keeps investing in its future, and this will make it increasingly difficult for competitors to ever catch up.</p><p><blockquote>随着收入的增加和公司变得更加成功，它并没有减少R&amp;D费用，而是加倍投入比以往更多的资金用于R&amp;D。我们喜欢该公司不断投资于其未来，这将使竞争对手越来越难以赶上。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/640dbaeb6546cb17ae3d44efe00a9dbc\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> When we wrote the bullish article in 2019 shares were trading at an EV/EBITDA of ~18x, and now shares are almost 3x times more expensive based on this valuation multiple. Share price increases have clearly surpassed increases in profitability. We believe this is not sustainable and either business fundamentals catch up with the share price, or the share price adjusts to a more reasonable multiple.</p><p><blockquote>当我们在2019年撰写这篇看涨文章时，股价的EV/EBITDA约为18倍，而现在基于这一估值倍数，股价几乎高出3倍。股价的涨幅显然超过了盈利能力的涨幅。我们认为这是不可持续的，要么业务基本面赶上股价，要么股价调整到更合理的倍数。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0e53eb278ed1ce84114574a338bf8b5\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> One thing that has not changed is the strength of the company's balance sheet. The company continues to have a net positive cash position and a very healthy quick ratio above 1.0 having more quick assets than current liabilities.</p><p><blockquote>有一点没有改变，那就是公司资产负债表的实力。该公司继续拥有净正现金头寸，速动比率非常健康，高于1.0，速动资产多于流动负债。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49a616b21047d8945929adab5654c491\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Back in 2019 the dividend was ~1%, and the company had just announced that it intended to increase it by 50%. Today, while the company continues rewarding shareholders with a dividend and share repurchases, the yield has become a minuscule 0.38%. The shareholder yield, which incorporates both the dividend and share repurchases, is a little better at 2% compared to ~3% back in 2019. These statistics and dividend compression reflect how expensive shares have gotten. We also think that share buybacks should be postponed until the share price is closer to the intrinsic value of the company.</p><p><blockquote>早在2019年，股息约为1%，该公司刚刚宣布打算将股息增加50%。如今，虽然该公司继续通过股息和股票回购来回报股东，但收益率已降至微不足道的0.38%。包括股息和股票回购在内的股东收益率略好于2%，而2019年约为3%。这些统计数据和股息压缩反映了股票变得多么昂贵。我们还认为，股票回购应该推迟，直到股价更接近公司的内在价值。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16e4d38a523ce2586faa9b0e572aaadb\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Finally, the forward P/E ratio does an excellent job capturing how expensive shares have gotten. Back in 2019 shares were trading at a TTM and forward P/E of ~24x each. Both of these multiples have more than doubled since then.</p><p><blockquote>最后，远期市盈率很好地捕捉了股票的价格。早在2019年，股票的TTM和远期市盈率均约为24倍。自那时以来，这两个倍数都增加了一倍多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe1468398d132f9200083378aa535dd7\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Competitive Advantages</b></p><p><blockquote><b>竞争优势</b></blockquote></p><p> What we predicted about ASML's competitive advantages becoming stronger has come to pass. ASML is basically selling all the machines it can manufacture with its&nbsp;order book filling, and it is projecting a&nbsp;trillion dollar semiconductor market&nbsp;by 2030, twice its size today. Given the strength of their current offering and the fact that the company is still investing heavily in R&amp;D to further improve the machines, it is likely that ASML will capture a lot of the CapEx needed to double the production capacity of the industry.</p><p><blockquote>我们预测的ASML竞争优势变得更强的事情已经成为现实。ASML基本上正在销售其订单填充所能制造的所有机器，并预计到2030年半导体市场将达到1万亿美元，是目前规模的两倍。鉴于其当前产品的实力以及该公司仍在研发上投入巨资以进一步改进机器的事实，ASML很可能会获得将该行业产能翻倍所需的大量资本支出。</blockquote></p><p> Looking back, this was our reasoning back then which led us to predict the company would come to dominate its industry:</p><p><blockquote>回想起来，这就是我们当时的推理，让我们预测该公司将主导其行业：</blockquote></p><p> While we believe the market is currently valuing ASML as a high-quality technology company with significant growth opportunities ahead, it appears the market is missing just how critical EUV lithography technology can become.</p><p><blockquote>虽然我们认为市场目前将ASML视为一家未来具有巨大增长机会的优质技术公司，但市场似乎忽略了EUV光刻技术的重要性。</blockquote></p><p> The investments to keep Moore's Law alive and technology nodes shrinking are rising quickly as the complexity of the machines increases and the needed R&amp;D investments go up. This raises the stakes with every new generation forcing competitors out, giving the few remaining companies more pricing power and making their intellectual property more valuable. Some analysts however are starting to grasp the significance of these developments. For example, InsingerGilissen Bankiers analyst Jos Versteeg&nbsp;told Bloomberg:</p><p><blockquote>随着机器复杂性的增加和所需的R&amp;D投资的增加，保持摩尔定律和技术节点萎缩的投资正在迅速增加。这增加了风险，每一代新一代都会迫使竞争对手出局，给剩下的少数公司更多的定价权，并使他们的知识产权更有价值。然而，一些分析师开始理解这些发展的重要性。例如，InsingerGilissen Bankiers分析师Jos Versteeg告诉彭博社：</blockquote></p><p> ASML sees in its order portfolio it looks well for overall 2019, for a major part because it moves into EUV, in which they are the only player. The future for the coming seven years looks very bright.</p><p><blockquote>ASML认为其订单组合在2019年整体情况良好，这在很大程度上是因为它进入了EUV，而他们是唯一的参与者。未来七年的前景看起来非常光明。</blockquote></p><p> These are incredibly complex machines that&nbsp;weigh more than a 100 tons, require the use of high-powered lasers and plasma, and took years and&nbsp;incredible amounts of engineering ingenuity&nbsp;to get to work.</p><p><blockquote>这些都是极其复杂的机器，重量超过100吨，需要使用高功率激光和等离子体，并且需要数年时间和令人难以置信的工程创造力才能工作。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/973b1626dc094982f58ff77dc14b4098\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: ASML investor presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ASML投资者介绍</span></p></blockquote></p><p> Not only is EUV lithography technology critical to keep shrinking technology nodes, but its adoption also has some side benefits for customers. These include cycle time reductions, process simplification, and cost reductions.</p><p><blockquote>EUV光刻技术不仅对于保持缩小技术节点至关重要，而且其采用也为客户带来了一些附带好处。其中包括缩短周期时间、简化流程和降低成本。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2abd6a60053e447cab0b1f2abb3ed64\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>Source: ASML investor presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ASML投资者介绍</span></p></blockquote></p><p> For these reasons several semiconductor technology leaders are building significant capacity for EUV systems.</p><p><blockquote>出于这些原因，一些半导体技术领导者正在为EUV系统建设大量产能。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> While ASML's fundamentals remain as strong as ever, we believe most of the good news is already reflected in the share price. We think right now is a good moment to sell, or at least pair down the investment. ASML is truly a one-of-a-kind company that dominates its industry in a way that rarely happens. It has left competitors in the dust and is growing with good profitability and attractive margins. However, at the end of the day a successful investment is as much the quality of the company as it is the price paid, and currently the price is very high.</p><p><blockquote>虽然ASML的基本面一如既往地强劲，但我们相信大部分好消息已经反映在股价中。我们认为现在是出售的好时机，或者至少是配对投资。ASML确实是一家独一无二的公司，以一种罕见的方式主导着行业。它已经将竞争对手远远甩在身后，并且正在以良好的盈利能力和有吸引力的利润率增长。然而，归根结底，一项成功的投资既取决于公司的质量，也取决于支付的价格，而目前价格非常高。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4457186-asml-its-time-to-take-profits\">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":{"ASML":"阿斯麦"},"source_url":"https://seekingalpha.com/article/4457186-asml-its-time-to-take-profits","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123391790","content_text":"Summary\n\nWe wrote a bullish article on ASML more than two years ago, since then it has significantly outperformed both the S&P500 and our own expectations.\nASML is firing on all cylinders, but the valuation has become extremely stretched and we believe it is time to take profits or at least reduce the position.\nWe are positive on the company's fundamentals and still believe extreme ultraviolet technology is the future of chip manufacturing.\n\nMichael Vi/iStock Editorial via Getty Images\nWe wrote a bullish article on ASML(NASDAQ:ASML) more than two years ago, since then it has significantly outperformed both the S&P500 and our own expectations.\nSource: Seeking Alpha\nPart of our thesis was that the industry was becoming a natural monopoly since few could match the extreme investment and R&D needed, this is what we said back then:\n\n Increasing complexity and R&D costs have raised the stakes to a point where few companies will be able to compete in the future, increasing returns for the few left standing.\n\nWe also mentioned that the time had come for years of significant R&D investment to pay off, and it seems we were right given the exponential growth in its gross profit as seen in the graph below.\nData by YCharts\nWhile shares deserve a high price/sales multiple given the record gross profit margins, we believe it has gotten too stretched at ~18x.\nData by YCharts\nPart of the bullish thesis with ASML is that despite the cyclicality of its revenue, it's easy to observe that there is also a secular trend higher. ASML is increasing its market share and the industry is becoming almost a monopoly. ASML is turning out to be the only game in town when it comes to extreme ultraviolet (EUV) equipment, and customers are buying more equipment to meet the increases in semiconductor demand.\nData by YCharts\nAs revenue increases and the company becomes more successful it is not reducing R&D expense, but instead is doubling down with more money dedicated than ever to R&D. We like that the company keeps investing in its future, and this will make it increasingly difficult for competitors to ever catch up.\nData by YCharts\nValuation\nWhen we wrote the bullish article in 2019 shares were trading at an EV/EBITDA of ~18x, and now shares are almost 3x times more expensive based on this valuation multiple. Share price increases have clearly surpassed increases in profitability. We believe this is not sustainable and either business fundamentals catch up with the share price, or the share price adjusts to a more reasonable multiple.\nData by YCharts\nOne thing that has not changed is the strength of the company's balance sheet. The company continues to have a net positive cash position and a very healthy quick ratio above 1.0 having more quick assets than current liabilities.\nData by YCharts\nBack in 2019 the dividend was ~1%, and the company had just announced that it intended to increase it by 50%. Today, while the company continues rewarding shareholders with a dividend and share repurchases, the yield has become a minuscule 0.38%. The shareholder yield, which incorporates both the dividend and share repurchases, is a little better at 2% compared to ~3% back in 2019. These statistics and dividend compression reflect how expensive shares have gotten. We also think that share buybacks should be postponed until the share price is closer to the intrinsic value of the company.\nData by YCharts\nFinally, the forward P/E ratio does an excellent job capturing how expensive shares have gotten. Back in 2019 shares were trading at a TTM and forward P/E of ~24x each. Both of these multiples have more than doubled since then.\nData by YCharts\nCompetitive Advantages\nWhat we predicted about ASML's competitive advantages becoming stronger has come to pass. ASML is basically selling all the machines it can manufacture with its order book filling, and it is projecting a trillion dollar semiconductor market by 2030, twice its size today. Given the strength of their current offering and the fact that the company is still investing heavily in R&D to further improve the machines, it is likely that ASML will capture a lot of the CapEx needed to double the production capacity of the industry.\nLooking back, this was our reasoning back then which led us to predict the company would come to dominate its industry:\nWhile we believe the market is currently valuing ASML as a high-quality technology company with significant growth opportunities ahead, it appears the market is missing just how critical EUV lithography technology can become.\nThe investments to keep Moore's Law alive and technology nodes shrinking are rising quickly as the complexity of the machines increases and the needed R&D investments go up. This raises the stakes with every new generation forcing competitors out, giving the few remaining companies more pricing power and making their intellectual property more valuable. Some analysts however are starting to grasp the significance of these developments. For example, InsingerGilissen Bankiers analyst Jos Versteeg told Bloomberg:\nASML sees in its order portfolio it looks well for overall 2019, for a major part because it moves into EUV, in which they are the only player. The future for the coming seven years looks very bright.\nThese are incredibly complex machines that weigh more than a 100 tons, require the use of high-powered lasers and plasma, and took years and incredible amounts of engineering ingenuity to get to work.\nSource: ASML investor presentation\nNot only is EUV lithography technology critical to keep shrinking technology nodes, but its adoption also has some side benefits for customers. These include cycle time reductions, process simplification, and cost reductions.\nSource: ASML investor presentation\nFor these reasons several semiconductor technology leaders are building significant capacity for EUV systems.\nConclusion\nWhile ASML's fundamentals remain as strong as ever, we believe most of the good news is already reflected in the share price. We think right now is a good moment to sell, or at least pair down the investment. ASML is truly a one-of-a-kind company that dominates its industry in a way that rarely happens. It has left competitors in the dust and is growing with good profitability and attractive margins. However, at the end of the day a successful investment is as much the quality of the company as it is the price paid, and currently the price is very high.","news_type":1,"symbols_score_info":{"ASML":0.9}},"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861871002,"gmtCreate":1632488185306,"gmtModify":1632718435039,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/861871002","repostId":"1153970155","repostType":4,"repost":{"id":"1153970155","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1632486647,"share":"https://www.laohu8.com/m/news/1153970155?lang=zh_CN&edition=full","pubTime":"2021-09-24 20:30","market":"us","language":"en","title":"Why Analysts See Up To 32% Upside In Salesforce?<blockquote>为什么分析师认为Salesforce的上涨空间高达32%？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153970155","media":"Benzinga","summary":"Analysts hailed Salesforce.com's (NYSE:CRM) Slack integration and raised guidance at the investor da","content":"<p>Analysts hailed&nbsp;<b>Salesforce.com's</b>&nbsp;(NYSE:CRM) Slack integration and raised guidance at the investor day presentation byraising their price targets. The analysts expressed faith in the company's prospects and the acquisition of Slack despite the pandemic cooling off. The price upsides ranged from 12% to 32%.</p><p><blockquote>分析师欢呼<b>Salesforce.com的</b>（纽约证券交易所股票代码：CRM）Slack integration并在投资者日演示中通过提高价格目标提高了指引。尽管疫情降温，分析师仍对该公司的前景和对Slack的收购充满信心。价格上涨幅度为12%至32%。</blockquote></p><p> <b>Piper Sandler</b>&nbsp;analyst Brent Bracelin upgraded the rating to Overweight from Neutral and increased the PT from $280 to $365, implying a 31.5% upside.</p><p><blockquote><b>派珀·桑德勒</b>分析师Brent Bracelin将跑赢大盘评级从中性上调至中性，并将PT从280美元上调至365美元，意味着上涨空间为31.5%。</blockquote></p><p> <b>Oppenheimer</b>&nbsp;analyst Brian Schwartz reiterated an Outperform and bumped the PT from $290 to $310, indicating an 11.7% upside.</p><p><blockquote><b>奥本海默</b>分析师Brian Schwartz重申跑赢大盘，并将PT从290美元上调至310美元，表明上涨11.7%。</blockquote></p><p> <b>JMP Securities</b>&nbsp;analyst Patrick Walravens affirmed an Outperform and increased the PT from $320 to $325, suggesting a 17.1% upside.</p><p><blockquote><b>JMP证券</b>分析师Patrick Walravens确认跑赢大盘，并将PT从320美元上调至325美元，暗示上涨17.1%。</blockquote></p><p> <b>Mizuho</b>&nbsp;analyst Gregg Moskowitz raised the PT to $320 from $300, implying a 15.3% upside, and kept a Buy.</p><p><blockquote><b>瑞穗</b>分析师Gregg Moskowitz将PT从300美元上调至320美元，意味着上涨15.3%，并维持买入评级。</blockquote></p><p> <b>Wells Fargo</b>&nbsp;analyst Michael Turrin lifted the PT to $340 from $325, indicating a 22.4% upside, and affirmed an Overweight.</p><p><blockquote><b>富国银行</b>分析师Michael Turrin将PT从325美元上调至340美元，上涨22.4%，并确认跑赢大盘。</blockquote></p><p> <b>UBS</b>&nbsp;analyst Karl Keirstead bumped the PT to $330 from $300, indicating an 18.8% upside, and reiterated a Buy.</p><p><blockquote><b>瑞银</b>分析师Karl Keirstead将PT从300美元上调至330美元，表明上涨18.8%，并重申买入。</blockquote></p><p> <b>Price Action:</b>&nbsp;CRM shares traded higher by 0.37% at $278.90 in the premarket session on the last check Friday.</p><p><blockquote><b>价格走势：</b>周五最后一次盘前交易中，CRM股价上涨0.37%，至278.90美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Analysts See Up To 32% Upside In Salesforce?<blockquote>为什么分析师认为Salesforce的上涨空间高达32%？</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Analysts See Up To 32% Upside In Salesforce?<blockquote>为什么分析师认为Salesforce的上涨空间高达32%？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-09-24 20:30</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Analysts hailed&nbsp;<b>Salesforce.com's</b>&nbsp;(NYSE:CRM) Slack integration and raised guidance at the investor day presentation byraising their price targets. The analysts expressed faith in the company's prospects and the acquisition of Slack despite the pandemic cooling off. The price upsides ranged from 12% to 32%.</p><p><blockquote>分析师欢呼<b>Salesforce.com的</b>（纽约证券交易所股票代码：CRM）Slack integration并在投资者日演示中通过提高价格目标提高了指引。尽管疫情降温，分析师仍对该公司的前景和对Slack的收购充满信心。价格上涨幅度为12%至32%。</blockquote></p><p> <b>Piper Sandler</b>&nbsp;analyst Brent Bracelin upgraded the rating to Overweight from Neutral and increased the PT from $280 to $365, implying a 31.5% upside.</p><p><blockquote><b>派珀·桑德勒</b>分析师Brent Bracelin将跑赢大盘评级从中性上调至中性，并将PT从280美元上调至365美元，意味着上涨空间为31.5%。</blockquote></p><p> <b>Oppenheimer</b>&nbsp;analyst Brian Schwartz reiterated an Outperform and bumped the PT from $290 to $310, indicating an 11.7% upside.</p><p><blockquote><b>奥本海默</b>分析师Brian Schwartz重申跑赢大盘，并将PT从290美元上调至310美元，表明上涨11.7%。</blockquote></p><p> <b>JMP Securities</b>&nbsp;analyst Patrick Walravens affirmed an Outperform and increased the PT from $320 to $325, suggesting a 17.1% upside.</p><p><blockquote><b>JMP证券</b>分析师Patrick Walravens确认跑赢大盘，并将PT从320美元上调至325美元，暗示上涨17.1%。</blockquote></p><p> <b>Mizuho</b>&nbsp;analyst Gregg Moskowitz raised the PT to $320 from $300, implying a 15.3% upside, and kept a Buy.</p><p><blockquote><b>瑞穗</b>分析师Gregg Moskowitz将PT从300美元上调至320美元，意味着上涨15.3%，并维持买入评级。</blockquote></p><p> <b>Wells Fargo</b>&nbsp;analyst Michael Turrin lifted the PT to $340 from $325, indicating a 22.4% upside, and affirmed an Overweight.</p><p><blockquote><b>富国银行</b>分析师Michael Turrin将PT从325美元上调至340美元，上涨22.4%，并确认跑赢大盘。</blockquote></p><p> <b>UBS</b>&nbsp;analyst Karl Keirstead bumped the PT to $330 from $300, indicating an 18.8% upside, and reiterated a Buy.</p><p><blockquote><b>瑞银</b>分析师Karl Keirstead将PT从300美元上调至330美元，表明上涨18.8%，并重申买入。</blockquote></p><p> <b>Price Action:</b>&nbsp;CRM shares traded higher by 0.37% at $278.90 in the premarket session on the last check Friday.</p><p><blockquote><b>价格走势：</b>周五最后一次盘前交易中，CRM股价上涨0.37%，至278.90美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153970155","content_text":"Analysts hailed Salesforce.com's (NYSE:CRM) Slack integration and raised guidance at the investor day presentation byraising their price targets. The analysts expressed faith in the company's prospects and the acquisition of Slack despite the pandemic cooling off. The price upsides ranged from 12% to 32%.\nPiper Sandler analyst Brent Bracelin upgraded the rating to Overweight from Neutral and increased the PT from $280 to $365, implying a 31.5% upside.\nOppenheimer analyst Brian Schwartz reiterated an Outperform and bumped the PT from $290 to $310, indicating an 11.7% upside.\nJMP Securities analyst Patrick Walravens affirmed an Outperform and increased the PT from $320 to $325, suggesting a 17.1% upside.\nMizuho analyst Gregg Moskowitz raised the PT to $320 from $300, implying a 15.3% upside, and kept a Buy.\nWells Fargo analyst Michael Turrin lifted the PT to $340 from $325, indicating a 22.4% upside, and affirmed an Overweight.\nUBS analyst Karl Keirstead bumped the PT to $330 from $300, indicating an 18.8% upside, and reiterated a Buy.\nPrice Action: CRM shares traded higher by 0.37% at $278.90 in the premarket session on the last check Friday.","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861873438,"gmtCreate":1632488168124,"gmtModify":1632718444086,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861873438","repostId":"1170935379","repostType":4,"repost":{"id":"1170935379","kind":"news","pubTimestamp":1632487221,"share":"https://www.laohu8.com/m/news/1170935379?lang=zh_CN&edition=full","pubTime":"2021-09-24 20:40","market":"us","language":"en","title":"Canoo Has Limited Upside After Recent Strategic Changes<blockquote>Canoo在最近的战略变化后上涨空间有限</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170935379","media":"InvestorPlace","summary":"The thesis on GOEV stock flipped completely and is now incredibly bleak.\n\nElectric van startup Canoo","content":"<p><div> The thesis on GOEV stock flipped completely and is now incredibly bleak.  Electric van startup Canoo Inc. stock has had a rough few months at the stock market. GOEV stock shed over 30% of its value ...</p><p><blockquote><div>关于GOEV股票的论点完全翻转，现在令人难以置信地黯淡。电动货车初创公司Canoo Inc.的股票在股市上经历了艰难的几个月。GOEV股价下跌超过30%...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/09/goev-stock-has-limited-upside-after-recent-strategic-changes/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/09/goev-stock-has-limited-upside-after-recent-strategic-changes/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Canoo Has Limited Upside After Recent Strategic Changes<blockquote>Canoo在最近的战略变化后上涨空间有限</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\">\nCanoo Has Limited Upside After Recent Strategic Changes<blockquote>Canoo在最近的战略变化后上涨空间有限</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-09-24 20:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The thesis on GOEV stock flipped completely and is now incredibly bleak.  Electric van startup Canoo Inc. stock has had a rough few months at the stock market. GOEV stock shed over 30% of its value ...</p><p><blockquote><div>关于GOEV股票的论点完全翻转，现在令人难以置信地黯淡。电动货车初创公司Canoo Inc.的股票在股市上经历了艰难的几个月。GOEV股价下跌超过30%...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/09/goev-stock-has-limited-upside-after-recent-strategic-changes/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/09/goev-stock-has-limited-upside-after-recent-strategic-changes/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/09/goev-stock-has-limited-upside-after-recent-strategic-changes/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/09/goev-stock-has-limited-upside-after-recent-strategic-changes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170935379","content_text":"The thesis on GOEV stock flipped completely and is now incredibly bleak.\n\nElectric van startup Canoo Inc. stock has had a rough few months at the stock market.\nGOEV stock shed over 30% of its value amidst uncertainties concerning its financial flexibility and lost revenues from terminated engineering contracts. It’s burning over $75 million a quarter, and with its massive capital expenditure requirements, shareholder dilution is almost a given.\nGOEV stock will continue to move lower until there’s more clarity about its future outlook.\nThe past few months have been quite tumultuous for Canoo. In April,it unexpectedly lost its CEOand founder in Ulrich Kranz. Consequently, a new leadership team took over and announced key changes to the company’s business strategy. Moreover, the company lost out on its only revenue-generating contract with automobile giantHyundai(OTCMKTS:HYMTF).\nIt now needs to find some short-term revenue streams to avoid major liquidity problems. All in all, it’s a rocky road ahead for the EV startup.\nMajor Strategic Changes\nIn Late April, Canoo’sCEO Ulrich Kranz resigned from his postalong with the company’s CFO Paul Balciunas. The reasons for their resignations were unclear, but what followed has certainly left Canoo’s early investors fuming.\nThe new leadership announced some fundamental changes to the company’s business strategy. Foremost, it wouldn’t bepursuing the contract engineeringend of its business anymore. The leadership team feels the company must protect its intellectual property, compromised as part of the licensing agreements.\nThis is incredibly concerning because Canoo had planned to generate over $500 million in sales by 2025 from its contract manufacturing segment. It is disconcerting why the management has made a complete U-turn on its decision when it shouldn’t have provided such inflated numbers leading up to the SPAC deal. Investors felt it was a key differentiator for the company against its competition.\nFurthermore, the management also announced some key changes to Canoo’s subscription model.The model is now optionaland will now form a small part of the company’s revenues going forward. A lot was made of its subscription model, which could have been a major growth catalyst in the future. However, all that has changed as there is a significant shift in the company’s policy which aims to reduce IP leakages as much as possible. The company has forecasted subscription revenues to reach $2 billion by 2026.\nRelevancy To Millennials\nCanoo aims to become an EV maker which effectively caters to millennial tastes. It aims to provide the upbeat, non-committal, fearless, and exploratory millennial with an EV that matches its identity. However, it’s tough to say whether they were looking for the bizarrely shaped lifestyle EVs that Canoo is producing.\nThere has been a lot of talk over the millennials and their exploratory lifestyle. The reality is quite different, though, as today’s younger generation tends to be more indoors than the prior generations. This notion issupported by a study conductedby Yale Environment 360, which showed that adults and children had lost a connection with nature. People in the country tend to spend less time outdoors than they did in the past.\nThe non-committal lifestyle of millennials is perhaps a more believable assertion, though. However, Canoo’s lack of emphasis on its subscription model shows that it has lost the plot here.\nFinal Word On GOEV Stock\nIf you’d invested in Canoo before April, you’d probably have a lot of good things to say about the company. However, after its strategic change, the risks have multiplied exponentially with GOEV stock.\nIts relevancy with its target market is under the scanner, which raises concerns about its long-term positioning. The key changes to its business model are puzzling and are likely to weigh in on its stock price for the foreseeable future.","news_type":1,"symbols_score_info":{"GOEV":0.9}},"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863283017,"gmtCreate":1632397575239,"gmtModify":1632800699322,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/863283017","repostId":"1133566174","repostType":4,"repost":{"id":"1133566174","kind":"news","pubTimestamp":1632397453,"share":"https://www.laohu8.com/m/news/1133566174?lang=zh_CN&edition=full","pubTime":"2021-09-23 19:44","market":"us","language":"en","title":"Despite Vaccine Uncertainty, Pfizer Is a Buy<blockquote>尽管疫苗存在不确定性，辉瑞仍值得买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133566174","media":"InvestorPlace","summary":"Forget the booster shot controversy, PFE stock has better days ahead.\n\nWhat would happen if a compan","content":"<p><div> Forget the booster shot controversy, PFE stock has better days ahead.  What would happen if a company developed a massive new product and no one cared? For Pfizer’s investors, that has been the ...</p><p><blockquote><div>忘记加强注射的争议，PFE股票的未来会更好。如果一家公司开发了一个巨大的新产品，却没有人关心，会发生什么？对于辉瑞的投资者来说，这是...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/09/despite-vaccine-uncertainty-pfizer-is-a-buy/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/09/despite-vaccine-uncertainty-pfizer-is-a-buy/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Despite Vaccine Uncertainty, Pfizer Is a Buy<blockquote>尽管疫苗存在不确定性，辉瑞仍值得买入</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\">\nDespite Vaccine Uncertainty, Pfizer Is a Buy<blockquote>尽管疫苗存在不确定性，辉瑞仍值得买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-09-23 19:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Forget the booster shot controversy, PFE stock has better days ahead.  What would happen if a company developed a massive new product and no one cared? For Pfizer’s investors, that has been the ...</p><p><blockquote><div>忘记加强注射的争议，PFE股票的未来会更好。如果一家公司开发了一个巨大的新产品，却没有人关心，会发生什么？对于辉瑞的投资者来说，这是...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/09/despite-vaccine-uncertainty-pfizer-is-a-buy/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/09/despite-vaccine-uncertainty-pfizer-is-a-buy/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/09/despite-vaccine-uncertainty-pfizer-is-a-buy/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://investorplace.com/2021/09/despite-vaccine-uncertainty-pfizer-is-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133566174","content_text":"Forget the booster shot controversy, PFE stock has better days ahead.\n\nWhat would happen if a company developed a massive new product and no one cared? For Pfizer’s investors, that has been the question for the past year. Despite coming up with a blockbuster vaccine for the novel coronavirus, PFE stock did basically nothing for an extended period.\nThat finally changed this summer, when Pfizer belatedly rallied to new all-time highs. Now though, the gains are fading almost as quickly as they happened. In its Q2 earnings release, Pfizer reported 93% year-over-year revenue growth. Yet shares are up less than 20% over the past 12 months. Why have investors not given Pfizer credit for its performance, and will that change in the future?\nVaccine Hits A Setback\nPfizer has enjoyed incredible revenue growth over the past year due to its Covid-19 vaccine. The majority of vaccinated American adults have taken the Pfizer vaccine, and it’s had strong sales overseas as well.\nDespite that, however, PFE stock didn’t move too much. At least, not until July of this year. At that time, PFE stock finally took off. The reason why is that investors started to price in the expectation that people would need to take vaccine booster shots to maintain efficacy.\nThe idea of a third, and potentially even fourth or more dose of vaccines would have created a far more enduring revenue boost for Pfizer. Up until recently, investors had shied away from Pfizer despite its massive top-line growth because they anticipated that the Covid business would quickly recede. With booster shots, however, the vaccine would have taken on another level of importance to the company.\nThis scenario is now under increasing doubt, however. A Food and Drug Administration (FDA) advisory panel recentlyrecommended againstadvising booster shots of the Pfizer vaccine. A large majority of the panelists voted that the data on hand was insufficient to warrant booster shots. That comes amid reports that Moderna’s(NASDAQ:MRNA) vaccine remains effective in a higher percentage of people than Pfizer’s after 120 days.\nThis is hardly the final word on booster shots or the efficacy of Moderna versus Pfizer. Pfizer’s investors shouldn’t discount the possibility that the FDA later comes around on additional rounds of the vaccine. For now, however, the prospects are looking more uncertain.\nBaseline Valuation Is Not That Demanding\nLet’s go back in time to 2019 and pretend that we’ve never heard of the pandemic. What does an investment in Pfizer look like in this hypothetical scenario? For full-year 2018, Pfizer generated $1.87 of EPS. In 2019, this leapt to $2.87.\nBased on today’s stock price just below $44, PFE stock is selling at 23x 2018 earnings or 15x 2019 earnings. With no benefit from the current Covid-19 vaccine whatsoever, Pfizer stock would still be going for a reasonable multiple.\nYes, you can argue that pharmaceutical companies should trade for lower P/E multiples than many other industries given the high cost of drug development and quick patent expiries. Still, with earnings as strong as they were in 2018-19, it’s not hard to get behind the stock at $44 even if you give the company zero credit for the Covid-19 vaccine. Forget about booster shots for a minute, traders are pricing Pfizer like there will be little more revenue from the vaccine whatsoever.\nPFE Stock Verdict\nRight now, Pfizer stock is inextricably linked to its vaccine’s outlook. When there is positive news on that front, PFE stock surges. When there is a setback, PFE stock sells off hard. That’s a totally understandable market reaction. Many traders are trained to react quickly to the latest headline.\nFor longer-term investors, however, Pfizer is an opportunity regardless of the trajectory of the vaccine. Even if boosters ultimately aren’t a big thing, Pfizer can still make investors money from this entry point.\nThe company is a tremendous diversified pharmaceutical giant. It was in good shape long before the pandemic, and it has dozens of promising drugs in its pipeline to power it for the next decade and beyond. The company is reaping a windfall right now, but it’s not like that’s its only iron in the fire.\nIf the Covid-19 business continues longer than forecast, that’s all upside to the stock price. However, from this starting point, there’s sufficient margin of safety to support a purchase in most possible outcomes.","news_type":1,"symbols_score_info":{"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869295510,"gmtCreate":1632288953630,"gmtModify":1632801461350,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/869295510","repostId":"2168750705","repostType":4,"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869295184,"gmtCreate":1632288918348,"gmtModify":1632801461841,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"themes":[],"htmlText":"Time to suck in","listText":"Time to suck in","text":"Time to suck in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869295184","repostId":"2169324976","repostType":4,"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860748911,"gmtCreate":1632219901833,"gmtModify":1632802000275,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/860748911","repostId":"1163114123","repostType":4,"repost":{"id":"1163114123","kind":"news","pubTimestamp":1632218983,"share":"https://www.laohu8.com/m/news/1163114123?lang=zh_CN&edition=full","pubTime":"2021-09-21 18:09","market":"us","language":"en","title":"U.S. Stock-Market Tumble Hasn’t Quelled Optimism<blockquote>美国股市暴跌并没有平息乐观情绪</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163114123","media":"The Wall Street Journal","summary":"Many traders continue to be bullish on stocks, even as sentiment surveys show growing pessimism.\n\nU.","content":"<p>  <b>Many traders continue to be bullish on stocks, even as sentiment surveys show growing pessimism.</b>  U.S. stocks are facing their most uncertain outlook since the Covid-19 pandemic sent the market tumbling last year. But many investors say there is no better place to be right now.</p><p><blockquote><b>尽管情绪调查显示悲观情绪与日俱增，但许多交易员仍继续看好股市。</b>美国股市正面临自去年Covid-19大流行导致市场暴跌以来最不确定的前景。但许多投资者表示，目前没有比这更好的地方了。</blockquote></p><p> Major U.S. stock indexes sank Monday, with theDow Jones Industrial Average losing more than 600 points, or 1.8%, asconcerns grew that a defaultby real-estate developer China Evergrande Group could spur a widespread retreat from riskier assets. Percolating worries about a slowdown in economic growth, ongoing supply-chain issues andrising deathstied to the Delta variant of the coronavirus added to the volatility.</p><p><blockquote>美国主要股指周一下跌，道琼斯工业平均指数下跌超过600点，跌幅1.8%，原因是人们越来越担心房地产开发商中国恒大集团违约可能会刺激投资者普遍撤离风险较高的资产。对经济增长放缓、持续的供应链问题以及冠状病毒德尔塔变异毒株死亡人数上升的担忧加剧了波动性。</blockquote></p><p> For months, investors have been bracing for apullback such as this, warning in some cases that the U.S. stock market had run up too far, too fast. But now, with the Dow down 3.9% month-to-date, some traders say they aren’t concerned.</p><p><blockquote>几个月来，投资者一直在为这样的回调做准备，在某些情况下警告说，美国股市上涨得太远、太快。但现在，随着道琼斯指数本月迄今下跌3.9%，一些交易员表示他们并不担心。</blockquote></p><p> “The short-term noise we’re dealing with does not change the fact that we think the economy is on solid footing and that equities still look attractive relative to other assets,” said Keith Lerner, co-chief investment officer at Truist Advisory Services. “We still think the primary market trend over the next 12 months is higher.”</p><p><blockquote>Truist Advisory联席首席投资官基思·勒纳(Keith Lerner)表示：“我们正在应对的短期噪音并没有改变我们认为经济基础稳固、股市相对于其他资产看起来仍然具有吸引力的事实。”服务。“我们仍然认为未来12个月的一级市场趋势更高。”</blockquote></p><p> That outlook matches the so-called TINA mantra that has carried the market higher for much of the past year, with many investors believing “there is no alternative” to stocks. With yields on other assets such as bonds hovering at such low levels, many investors have been willing to keep buying equities at record-high prices. Even amid the continuing pullback, some investors have said they are only tweaking their stock allocations and strategies rather than ditching equities in favor of other asset classes across the market.</p><p><blockquote>这种前景与所谓的蒂娜口头禅相匹配，该口头禅在过去一年的大部分时间里推动市场走高，许多投资者认为除了股票“别无选择”。由于债券等其他资产的收益率徘徊在如此低的水平，许多投资者愿意继续以创纪录的高价购买股票。即使在持续回调的情况下，一些投资者也表示，他们只是调整股票配置和策略，而不是放弃股票，转而投资整个市场的其他资产类别。</blockquote></p><p> Evidence of that mind-set has been apparent in recent stock positioning data, which suggest that investors expect further gains ahead. Last week, for example, data from fund-flow tracker EPFR showed that investors poured the largest amount of money into U.S. stock-focused mutual and exchange-traded funds since March. Their buying spree totaled a net $45.7 billion in the week ended Sept. 15—more than the previous five weeks combined.</p><p><blockquote>这种心态的证据在最近的股票仓位数据中显而易见，这表明投资者预计未来将进一步上涨。例如，上周资金流追踪机构EPFR的数据显示，投资者向以美国股票为重点的共同基金和交易所交易基金投入了自3月份以来最多的资金。截至9月15日当周，他们的疯狂购买总额为457亿美元，超过了前五周的总和。</blockquote></p><p> Similar sentiment has been visible in U.S. equity futures, where institutional investors’ bullish positioning continues to hover near all-time highs, according to an RBC Capital Markets analysis of data from the Commodity Futures Trading Commission. “At current levels,” RBC analysts wrote in a recent note, “this indicator is signaling that investor positioning remains quite euphoric.”</p><p><blockquote>根据加拿大皇家银行资本市场对商品期货交易委员会数据的分析，美国股指期货也出现了类似的情绪，机构投资者的看涨头寸继续徘徊在历史高点附近。加拿大皇家银行分析师在最近的一份报告中写道：“在目前的水平上，这一指标表明投资者的仓位仍然相当乐观。”</blockquote></p><p> Optimistic positioningin U.S. stocks has been evident for months, helping the S&amp;P 500 charge to 54 records this year. But in a striking contrast from much of 2021, current positioning hasn’t been matched by sentiment surveys. Last week, for example, a survey from the American Association of Individual Investors showed that bullish sentiment among traders plunged to its lowest level since July of 2020. About 22% of individual investors reported that they expect stocks to rise over the next six months—down from a 2021 high of nearly 57% in April.</p><p><blockquote>几个月来，美国股市的乐观情绪一直很明显，帮助标普500今年创下54项纪录。但与2021年大部分时间形成鲜明对比的是，目前的定位并未与情绪调查相匹配。例如，上周美国个人投资者协会的一项调查显示，交易员的看涨情绪跌至2020年7月以来的最低水平。约22%的个人投资者表示，他们预计未来六个月股市将上涨，低于4月份近57%的2021年高点。</blockquote></p><p> Similar pessimism was recently captured in a survey by IHS Markit of 100 institutional investors employed by firms whose assets under management collectively total about $845 billion. That survey, conducted in September, found sinking risk appetite among the group, with more investors expecting returns to fall, rather than rise, over the next 30 days.</p><p><blockquote>IHS Markit最近对100名机构投资者进行的一项调查也发现了类似的悲观情绪，这些投资者受雇于管理资产总额约为8450亿美元的公司。这项于9月份进行的调查发现，该集团的风险偏好正在下降，更多投资者预计未来30天的回报将下降而不是上升。</blockquote></p><p> The disconnect between sentiment surveys and positioning data underscores a strange year in financial markets and the “complete divergence in terms of what’s in people’s heads and what they are actually doing,” said Lori Calvasina, head of U.S. equity strategy at RBC.</p><p><blockquote>加拿大皇家银行(RBC)美国股票策略主管洛里·卡尔瓦西纳(Lori Calvasina)表示，情绪调查和持仓数据之间的脱节凸显了金融市场奇怪的一年，以及“人们的想法和实际行为之间的完全分歧”。</blockquote></p><p> “I think we’ve seen high levels of nervousness emerge, but we haven’t seen high levels of fear emerge,” Ms. Calvasina continued. “Fear is what causes the positioning to come down. Nervousness causes them to move things around.”</p><p><blockquote>“我认为我们已经看到了高度紧张的出现，但我们还没有看到高度恐惧的出现，”卡尔瓦西纳女士继续说道。“恐惧是导致定位下降的原因。紧张导致他们移动东西。”</blockquote></p><p> For now, some investors say they have been using the continuing weakness to reallocate money into other sectors or strategize about plays later in the year. Mr. Lerner of Truist, for example, said that small-cap stocks are on his radar for the fourth quarter, in part because of the recent weakness of the group. “The setup is improving based on negative sentiment, attractive valuations and strong earnings trends,” he said.</p><p><blockquote>目前，一些投资者表示，他们一直在利用持续的疲软将资金重新分配到其他行业，或为今年晚些时候的投资制定策略。例如，Truist的勒纳先生表示，小盘股是他第四季度关注的焦点，部分原因是该集团最近的疲软。他表示：“基于负面情绪、有吸引力的估值和强劲的盈利趋势，该结构正在改善。”</blockquote></p><p> Meanwhile, recent data from a Bank of America Global Research survey showed that the average cash balance among fund managers now sits at 4.3%, only a slight increase from the 4.2% recorded the month before. Meanwhile, a net 50% of fund managers are overweight global equities.</p><p><blockquote>与此同时，美国银行全球研究调查的最新数据显示，基金经理的平均现金余额目前为4.3%，仅较上个月的4.2%略有上升。与此同时，净50%的基金经理是跑赢大盘全球股票。</blockquote></p><p></p><p> “One of the things that we’ve been talking about is this allocation toward equities, which seems like a very bullish outlook,” said David A. Jones, director of global investment strategy at BofA Securities. “But really, our feeling is that it’s a result of people having nowhere else to invest. With yields as low as they are and spreads as tight as they are, there is really no alternative.”</p><p><blockquote>美国银行证券全球投资策略总监戴维·A·琼斯(David A.Jones)表示：“我们一直在讨论的一件事是对股票的配置，这似乎是一个非常乐观的前景。”“但实际上，我们的感觉是，这是人们无处可投资的结果。收益率如此之低，利差如此之紧，确实别无选择。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stock-Market Tumble Hasn’t Quelled Optimism<blockquote>美国股市暴跌并没有平息乐观情绪</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stock-Market Tumble Hasn’t Quelled Optimism<blockquote>美国股市暴跌并没有平息乐观情绪</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-09-21 18:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Many traders continue to be bullish on stocks, even as sentiment surveys show growing pessimism.</b>  U.S. stocks are facing their most uncertain outlook since the Covid-19 pandemic sent the market tumbling last year. But many investors say there is no better place to be right now.</p><p><blockquote><b>尽管情绪调查显示悲观情绪与日俱增，但许多交易员仍继续看好股市。</b>美国股市正面临自去年Covid-19大流行导致市场暴跌以来最不确定的前景。但许多投资者表示，目前没有比这更好的地方了。</blockquote></p><p> Major U.S. stock indexes sank Monday, with theDow Jones Industrial Average losing more than 600 points, or 1.8%, asconcerns grew that a defaultby real-estate developer China Evergrande Group could spur a widespread retreat from riskier assets. Percolating worries about a slowdown in economic growth, ongoing supply-chain issues andrising deathstied to the Delta variant of the coronavirus added to the volatility.</p><p><blockquote>美国主要股指周一下跌，道琼斯工业平均指数下跌超过600点，跌幅1.8%，原因是人们越来越担心房地产开发商中国恒大集团违约可能会刺激投资者普遍撤离风险较高的资产。对经济增长放缓、持续的供应链问题以及冠状病毒德尔塔变异毒株死亡人数上升的担忧加剧了波动性。</blockquote></p><p> For months, investors have been bracing for apullback such as this, warning in some cases that the U.S. stock market had run up too far, too fast. But now, with the Dow down 3.9% month-to-date, some traders say they aren’t concerned.</p><p><blockquote>几个月来，投资者一直在为这样的回调做准备，在某些情况下警告说，美国股市上涨得太远、太快。但现在，随着道琼斯指数本月迄今下跌3.9%，一些交易员表示他们并不担心。</blockquote></p><p> “The short-term noise we’re dealing with does not change the fact that we think the economy is on solid footing and that equities still look attractive relative to other assets,” said Keith Lerner, co-chief investment officer at Truist Advisory Services. “We still think the primary market trend over the next 12 months is higher.”</p><p><blockquote>Truist Advisory联席首席投资官基思·勒纳(Keith Lerner)表示：“我们正在应对的短期噪音并没有改变我们认为经济基础稳固、股市相对于其他资产看起来仍然具有吸引力的事实。”服务。“我们仍然认为未来12个月的一级市场趋势更高。”</blockquote></p><p> That outlook matches the so-called TINA mantra that has carried the market higher for much of the past year, with many investors believing “there is no alternative” to stocks. With yields on other assets such as bonds hovering at such low levels, many investors have been willing to keep buying equities at record-high prices. Even amid the continuing pullback, some investors have said they are only tweaking their stock allocations and strategies rather than ditching equities in favor of other asset classes across the market.</p><p><blockquote>这种前景与所谓的蒂娜口头禅相匹配，该口头禅在过去一年的大部分时间里推动市场走高，许多投资者认为除了股票“别无选择”。由于债券等其他资产的收益率徘徊在如此低的水平，许多投资者愿意继续以创纪录的高价购买股票。即使在持续回调的情况下，一些投资者也表示，他们只是调整股票配置和策略，而不是放弃股票，转而投资整个市场的其他资产类别。</blockquote></p><p> Evidence of that mind-set has been apparent in recent stock positioning data, which suggest that investors expect further gains ahead. Last week, for example, data from fund-flow tracker EPFR showed that investors poured the largest amount of money into U.S. stock-focused mutual and exchange-traded funds since March. Their buying spree totaled a net $45.7 billion in the week ended Sept. 15—more than the previous five weeks combined.</p><p><blockquote>这种心态的证据在最近的股票仓位数据中显而易见，这表明投资者预计未来将进一步上涨。例如，上周资金流追踪机构EPFR的数据显示，投资者向以美国股票为重点的共同基金和交易所交易基金投入了自3月份以来最多的资金。截至9月15日当周，他们的疯狂购买总额为457亿美元，超过了前五周的总和。</blockquote></p><p> Similar sentiment has been visible in U.S. equity futures, where institutional investors’ bullish positioning continues to hover near all-time highs, according to an RBC Capital Markets analysis of data from the Commodity Futures Trading Commission. “At current levels,” RBC analysts wrote in a recent note, “this indicator is signaling that investor positioning remains quite euphoric.”</p><p><blockquote>根据加拿大皇家银行资本市场对商品期货交易委员会数据的分析，美国股指期货也出现了类似的情绪，机构投资者的看涨头寸继续徘徊在历史高点附近。加拿大皇家银行分析师在最近的一份报告中写道：“在目前的水平上，这一指标表明投资者的仓位仍然相当乐观。”</blockquote></p><p> Optimistic positioningin U.S. stocks has been evident for months, helping the S&amp;P 500 charge to 54 records this year. But in a striking contrast from much of 2021, current positioning hasn’t been matched by sentiment surveys. Last week, for example, a survey from the American Association of Individual Investors showed that bullish sentiment among traders plunged to its lowest level since July of 2020. About 22% of individual investors reported that they expect stocks to rise over the next six months—down from a 2021 high of nearly 57% in April.</p><p><blockquote>几个月来，美国股市的乐观情绪一直很明显，帮助标普500今年创下54项纪录。但与2021年大部分时间形成鲜明对比的是，目前的定位并未与情绪调查相匹配。例如，上周美国个人投资者协会的一项调查显示，交易员的看涨情绪跌至2020年7月以来的最低水平。约22%的个人投资者表示，他们预计未来六个月股市将上涨，低于4月份近57%的2021年高点。</blockquote></p><p> Similar pessimism was recently captured in a survey by IHS Markit of 100 institutional investors employed by firms whose assets under management collectively total about $845 billion. That survey, conducted in September, found sinking risk appetite among the group, with more investors expecting returns to fall, rather than rise, over the next 30 days.</p><p><blockquote>IHS Markit最近对100名机构投资者进行的一项调查也发现了类似的悲观情绪，这些投资者受雇于管理资产总额约为8450亿美元的公司。这项于9月份进行的调查发现，该集团的风险偏好正在下降，更多投资者预计未来30天的回报将下降而不是上升。</blockquote></p><p> The disconnect between sentiment surveys and positioning data underscores a strange year in financial markets and the “complete divergence in terms of what’s in people’s heads and what they are actually doing,” said Lori Calvasina, head of U.S. equity strategy at RBC.</p><p><blockquote>加拿大皇家银行(RBC)美国股票策略主管洛里·卡尔瓦西纳(Lori Calvasina)表示，情绪调查和持仓数据之间的脱节凸显了金融市场奇怪的一年，以及“人们的想法和实际行为之间的完全分歧”。</blockquote></p><p> “I think we’ve seen high levels of nervousness emerge, but we haven’t seen high levels of fear emerge,” Ms. Calvasina continued. “Fear is what causes the positioning to come down. Nervousness causes them to move things around.”</p><p><blockquote>“我认为我们已经看到了高度紧张的出现，但我们还没有看到高度恐惧的出现，”卡尔瓦西纳女士继续说道。“恐惧是导致定位下降的原因。紧张导致他们移动东西。”</blockquote></p><p> For now, some investors say they have been using the continuing weakness to reallocate money into other sectors or strategize about plays later in the year. Mr. Lerner of Truist, for example, said that small-cap stocks are on his radar for the fourth quarter, in part because of the recent weakness of the group. “The setup is improving based on negative sentiment, attractive valuations and strong earnings trends,” he said.</p><p><blockquote>目前，一些投资者表示，他们一直在利用持续的疲软将资金重新分配到其他行业，或为今年晚些时候的投资制定策略。例如，Truist的勒纳先生表示，小盘股是他第四季度关注的焦点，部分原因是该集团最近的疲软。他表示：“基于负面情绪、有吸引力的估值和强劲的盈利趋势，该结构正在改善。”</blockquote></p><p> Meanwhile, recent data from a Bank of America Global Research survey showed that the average cash balance among fund managers now sits at 4.3%, only a slight increase from the 4.2% recorded the month before. Meanwhile, a net 50% of fund managers are overweight global equities.</p><p><blockquote>与此同时，美国银行全球研究调查的最新数据显示，基金经理的平均现金余额目前为4.3%，仅较上个月的4.2%略有上升。与此同时，净50%的基金经理是跑赢大盘全球股票。</blockquote></p><p></p><p> “One of the things that we’ve been talking about is this allocation toward equities, which seems like a very bullish outlook,” said David A. Jones, director of global investment strategy at BofA Securities. “But really, our feeling is that it’s a result of people having nowhere else to invest. With yields as low as they are and spreads as tight as they are, there is really no alternative.”</p><p><blockquote>美国银行证券全球投资策略总监戴维·A·琼斯(David A.Jones)表示：“我们一直在讨论的一件事是对股票的配置，这似乎是一个非常乐观的前景。”“但实际上，我们的感觉是，这是人们无处可投资的结果。收益率如此之低，利差如此之紧，确实别无选择。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/u-s-stock-market-tumble-hasnt-quelled-optimism-11632216601?mod=rss_markets_main\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/u-s-stock-market-tumble-hasnt-quelled-optimism-11632216601?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163114123","content_text":"Many traders continue to be bullish on stocks, even as sentiment surveys show growing pessimism.\n\nU.S. stocks are facing their most uncertain outlook since the Covid-19 pandemic sent the market tumbling last year. But many investors say there is no better place to be right now.\nMajor U.S. stock indexes sank Monday, with theDow Jones Industrial Average losing more than 600 points, or 1.8%, asconcerns grew that a defaultby real-estate developer China Evergrande Group could spur a widespread retreat from riskier assets. Percolating worries about a slowdown in economic growth, ongoing supply-chain issues andrising deathstied to the Delta variant of the coronavirus added to the volatility.\nFor months, investors have been bracing for apullback such as this, warning in some cases that the U.S. stock market had run up too far, too fast. But now, with the Dow down 3.9% month-to-date, some traders say they aren’t concerned.\n“The short-term noise we’re dealing with does not change the fact that we think the economy is on solid footing and that equities still look attractive relative to other assets,” said Keith Lerner, co-chief investment officer at Truist Advisory Services. “We still think the primary market trend over the next 12 months is higher.”\nThat outlook matches the so-called TINA mantra that has carried the market higher for much of the past year, with many investors believing “there is no alternative” to stocks. With yields on other assets such as bonds hovering at such low levels, many investors have been willing to keep buying equities at record-high prices. Even amid the continuing pullback, some investors have said they are only tweaking their stock allocations and strategies rather than ditching equities in favor of other asset classes across the market.\nEvidence of that mind-set has been apparent in recent stock positioning data, which suggest that investors expect further gains ahead. Last week, for example, data from fund-flow tracker EPFR showed that investors poured the largest amount of money into U.S. stock-focused mutual and exchange-traded funds since March. Their buying spree totaled a net $45.7 billion in the week ended Sept. 15—more than the previous five weeks combined.\nSimilar sentiment has been visible in U.S. equity futures, where institutional investors’ bullish positioning continues to hover near all-time highs, according to an RBC Capital Markets analysis of data from the Commodity Futures Trading Commission. “At current levels,” RBC analysts wrote in a recent note, “this indicator is signaling that investor positioning remains quite euphoric.”\nOptimistic positioningin U.S. stocks has been evident for months, helping the S&P 500 charge to 54 records this year. But in a striking contrast from much of 2021, current positioning hasn’t been matched by sentiment surveys. Last week, for example, a survey from the American Association of Individual Investors showed that bullish sentiment among traders plunged to its lowest level since July of 2020. About 22% of individual investors reported that they expect stocks to rise over the next six months—down from a 2021 high of nearly 57% in April.\nSimilar pessimism was recently captured in a survey by IHS Markit of 100 institutional investors employed by firms whose assets under management collectively total about $845 billion. That survey, conducted in September, found sinking risk appetite among the group, with more investors expecting returns to fall, rather than rise, over the next 30 days.\nThe disconnect between sentiment surveys and positioning data underscores a strange year in financial markets and the “complete divergence in terms of what’s in people’s heads and what they are actually doing,” said Lori Calvasina, head of U.S. equity strategy at RBC.\n“I think we’ve seen high levels of nervousness emerge, but we haven’t seen high levels of fear emerge,” Ms. Calvasina continued. “Fear is what causes the positioning to come down. Nervousness causes them to move things around.”\nFor now, some investors say they have been using the continuing weakness to reallocate money into other sectors or strategize about plays later in the year. Mr. Lerner of Truist, for example, said that small-cap stocks are on his radar for the fourth quarter, in part because of the recent weakness of the group. “The setup is improving based on negative sentiment, attractive valuations and strong earnings trends,” he said.\nMeanwhile, recent data from a Bank of America Global Research survey showed that the average cash balance among fund managers now sits at 4.3%, only a slight increase from the 4.2% recorded the month before. Meanwhile, a net 50% of fund managers are overweight global equities.\n“One of the things that we’ve been talking about is this allocation toward equities, which seems like a very bullish outlook,” said David A. Jones, director of global investment strategy at BofA Securities. “But really, our feeling is that it’s a result of people having nowhere else to invest. With yields as low as they are and spreads as tight as they are, there is really no alternative.”","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860369248,"gmtCreate":1632137144284,"gmtModify":1632802616965,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558920222538997","idStr":"3558920222538997"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860369248","repostId":"1112144590","repostType":4,"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":110944342,"gmtCreate":1622423627286,"gmtModify":1631892688312,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558920222538997","authorIdStr":"3558920222538997"},"themes":[],"htmlText":"pls comment and will comment bk","listText":"pls comment and will comment bk","text":"pls comment and will comment bk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/110944342","repostId":"1127487048","repostType":4,"repost":{"id":"1127487048","kind":"news","pubTimestamp":1622416539,"share":"https://www.laohu8.com/m/news/1127487048?lang=zh_CN&edition=full","pubTime":"2021-05-31 07:15","market":"us","language":"en","title":"Zoom, Lululemon, Canopy Growth and Other Stocks for Investors to See This Week<blockquote>Zoom、Lululemon、Canopy Growth和其他本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127487048","media":"Barron's","summary":"U.S. stock and bond markets are closed Monday for Memorial Day. Investors will return from the long ","content":"<p>U.S. stock and bond markets are closed Monday for Memorial Day. <a href=\"https://laohu8.com/S/ISBC\">Investors</a> will return from the long weekend to a handful of notable companies’ quarterly results.&nbsp;<a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video <a href=\"https://laohu8.com/S/JCS\">Communications</a>,Canopy Growth,and&nbsp;Hewlett Packard Enterprisereport on Tuesday, followed by&nbsp;Advance Auto Partson Wednesday. On Thursday,&nbsp;<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>,DocuSign,and&nbsp;Lululemon&nbsp;Athletica release results.</p><p><blockquote>美国股市和债券市场周一因阵亡将士纪念日休市。<a href=\"https://laohu8.com/S/ISBC\">投资者</a>将从长周末返回一些著名公司的季度业绩。<a href=\"https://laohu8.com/S/ZM\">Zoom</a>录像<a href=\"https://laohu8.com/S/JCS\">通讯</a>周二，Canopy Growth和Hewlett Packard Enterprise发布了报告，随后是Advance Auto Partson周三发布了报告。周四，<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>、DocuSign和Lululemon Athletica发布结果。</blockquote></p><p>The highlight on the economic-data calendar this week will be Friday’s May jobs report from the Bureau of Labor Statistics. The consensus forecast is for a gain of 700,000 nonfarm payrolls, after a disappointing 266,000 in April. The unemployment rate is expected to tick down&nbsp;to 5.9%, from 6.1%.</p><p><blockquote>本周经济数据日历上的亮点将是美国劳工统计局周五发布的5月份就业报告。市场普遍预测非农就业人数将增加700,000人，而4月份非农就业人数为令人失望的266,000人。失业率预计将从6.1%降至5.9%。</blockquote></p><p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for May on Tuesday and the Services equivalent on Thursday. Both are seen staying roughly even with April’s buoyant levels.&nbsp;The Organization for Economic Cooperation and Development also releases its latest economic outlook on Monday.</p><p><blockquote>本周公布的其他数据包括供应管理协会周二公布的5月份制造业采购经理人指数和周四公布的服务业采购经理人指数。预计两者都与4月份的强劲水平大致持平。经济合作与发展组织周一也发布了最新的经济展望。</blockquote></p><p>Monday 5/31</p><p><blockquote>星期一5/31</blockquote></p><p><b>Stock and fixed-income</b>&nbsp;markets are closed in observance of Memorial Day.</p><p><blockquote><b>股票和固定收益</b>为纪念阵亡将士纪念日，市场休市。</blockquote></p><p><b>The Organization</b>for Economic Cooperation and Development releases its latest economic outlook. In its March interim report, the OECD projected a 5.6% growth rate for global gross domestic product in 2021, an upward revision of a full percentage point from the December 2020 forecast.</p><p><blockquote><b>本组织</b>经济合作与发展部发布了最新的经济展望。经合组织在3月份的中期报告中预计2021年全球国内生产总值增长率为5.6%，较2020年12月的预测上调了整整一个百分点。</blockquote></p><p>Tuesday 6/1</p><p><blockquote>星期二6/1</blockquote></p><p><a href=\"https://laohu8.com/S/BNS\">Bank of Nova Scotia</a>,Canopy Growth, <a href=\"https://laohu8.com/S/HPE\">Hewlett Packard Enterprise</a>, and Zoom Video Communications announce quarterly results.</p><p><blockquote><a href=\"https://laohu8.com/S/BNS\">新斯科舍银行</a>、冠层生长、<a href=\"https://laohu8.com/S/HPE\">慧与</a>，Zoom Video通信公布季度业绩。</blockquote></p><p><b>The Institute for Supply</b>Management releases its Manufacturing Purchasing Managers’ Index for May. Consensus estimate is for a 60.8 reading, roughly even with the April data.</p><p><blockquote><b>供应研究所</b>管理层发布5月份制造业采购经理人指数。普遍预期为60.8，与4月份数据大致持平。</blockquote></p><p><b>The Census Bureau</b>reports construction spending for April. Expectations are for a 0.6% month-over-month rise to a seasonally adjusted annual rate of $1.52 trillion. Construction spending remains just below its all-time peak in January of this year.</p><p><blockquote><b>人口普查局</b>报告四月份建筑支出。预计环比增长0.6%，经季节调整后的年率为1.52万亿美元。建筑支出仍略低于今年1月的历史峰值。</blockquote></p><p>Wednesday 6/2</p><p><blockquote>星期三6/2</blockquote></p><p><a href=\"https://laohu8.com/S/AAP\">Advance Auto Parts</a>,<a href=\"https://laohu8.com/S/NTAP\">NetApp</a>,and PVH report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/AAP\">高级汽车零部件</a>,<a href=\"https://laohu8.com/S/NTAP\">NetApp</a>和PVH报告收益。</blockquote></p><p><a href=\"https://laohu8.com/S/PM\">Philip Morris</a> Internationalhosts a webcast led by CEO Jacek Olczak to discuss the company’s sustainability strategy.</p><p><blockquote><a href=\"https://laohu8.com/S/PM\">菲利普·莫里斯</a>Internationalhosts由首席执行官Jacek Olczak主持网络广播，讨论公司的可持续发展战略。</blockquote></p><p><b>The Federal Reserve</b>releases the beige book for the fourth of eight times this year. The report presents anecdotal data on the health of the economy collected by the 12 Federal Reserve Bank districts.</p><p><blockquote><b>美联储</b>今年发布了八次褐皮书中的第四次。该报告提供了12个美联储银行区收集的有关经济健康状况的轶事数据。</blockquote></p><p>Thursday 6/3</p><p><blockquote>星期四6/3</blockquote></p><p><b>ADP releases its <a href=\"https://laohu8.com/S/NHLD\">National</a> Employment</b>report for May. Consensus estimate is for a 610,000 gain in nonfarm private-sector employment, following an increase of 742,000 in April.</p><p><blockquote><b>ADP发布其<a href=\"https://laohu8.com/S/NHLD\">国家的</a>就业</b>五月份的报告。市场普遍估计非农私营部门就业人数将增加610,000人，而4月份增加了742,000人。</blockquote></p><p>Broadcom,CooperCos., DocuSign,J.M. Smucker,and <a href=\"https://laohu8.com/S/LULU\">Lululemon Athletica</a> hold conference calls to discuss earnings.</p><p><blockquote>博通，库珀科斯。，DocuSign，J.M。Smucker，和<a href=\"https://laohu8.com/S/LULU\">露露柠檬运动</a>召开会议评级讨论收益。</blockquote></p><p><b>The Bureau of Economic Analysis</b>reports total light-vehicle sales for May. In April, they hit a seasonally adjusted annual rate of 18.5 million, the highest figure since July 2005.</p><p><blockquote><b>经济分析局</b>报告5月份轻型汽车总销量。4月份，经季节调整后的年增长率达到1850万辆，为2005年7月以来的最高数字。</blockquote></p><p><b>The ISM releases</b>its Services PMI for May. Consensus estimate is for a 63.2 reading, compared with April’s 62.7 figure.</p><p><blockquote><b>ISM发布</b>其5月份服务业PMI。普遍预期为63.2，而4月份为62.7。</blockquote></p><p>Friday 6/4</p><p><blockquote>星期五6/4</blockquote></p><p>Amgenhosts a conference call to discuss drug trial data from its oncology pipeline. The information will be presented at the 2021 <a href=\"https://laohu8.com/S/AFG\">American</a> Society of Clinical Oncology annual meeting, which runs virtually from June 4 through June 8.</p><p><blockquote>安进主办了一次电话会议，讨论其肿瘤学管道的药物试验数据。该信息将在2021年<a href=\"https://laohu8.com/S/AFG\">美国的</a>临床肿瘤学会年会，从6月4日持续到6月8日。</blockquote></p><p><b>The Bureau of Labor</b>Statistics releases the jobs report for May. Economists forecast a 700,000 rise in nonfarm payrolls, after a relatively modest 266,000 gain in April. The unemployment rate is expected to edge down to 5.9% from 6.1%. The April increase was a massive shortfall from the <a href=\"https://laohu8.com/S/AONE\">one</a> million jump expected by some economists.</p><p><blockquote><b>劳工局</b>统计局发布五月份就业报告。经济学家预测非农就业人数将增加700,000人，而4月份非农就业人数相对温和地增加了266,000人。失业率预计将从6.1%小幅降至5.9%。四月份的增幅与<a href=\"https://laohu8.com/S/AONE\">一</a>一些经济学家预计将增加100万美元。</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>Zoom, Lululemon, Canopy Growth and Other Stocks for Investors to See This Week<blockquote>Zoom、Lululemon、Canopy Growth和其他本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom, Lululemon, Canopy Growth and Other Stocks for Investors to See This Week<blockquote>Zoom、Lululemon、Canopy Growth和其他本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-05-31 07:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stock and bond markets are closed Monday for Memorial Day. <a href=\"https://laohu8.com/S/ISBC\">Investors</a> will return from the long weekend to a handful of notable companies’ quarterly results.&nbsp;<a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video <a href=\"https://laohu8.com/S/JCS\">Communications</a>,Canopy Growth,and&nbsp;Hewlett Packard Enterprisereport on Tuesday, followed by&nbsp;Advance Auto Partson Wednesday. On Thursday,&nbsp;<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>,DocuSign,and&nbsp;Lululemon&nbsp;Athletica release results.</p><p><blockquote>美国股市和债券市场周一因阵亡将士纪念日休市。<a href=\"https://laohu8.com/S/ISBC\">投资者</a>将从长周末返回一些著名公司的季度业绩。<a href=\"https://laohu8.com/S/ZM\">Zoom</a>录像<a href=\"https://laohu8.com/S/JCS\">通讯</a>周二，Canopy Growth和Hewlett Packard Enterprise发布了报告，随后是Advance Auto Partson周三发布了报告。周四，<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>、DocuSign和Lululemon Athletica发布结果。</blockquote></p><p>The highlight on the economic-data calendar this week will be Friday’s May jobs report from the Bureau of Labor Statistics. The consensus forecast is for a gain of 700,000 nonfarm payrolls, after a disappointing 266,000 in April. The unemployment rate is expected to tick down&nbsp;to 5.9%, from 6.1%.</p><p><blockquote>本周经济数据日历上的亮点将是美国劳工统计局周五发布的5月份就业报告。市场普遍预测非农就业人数将增加700,000人，而4月份非农就业人数为令人失望的266,000人。失业率预计将从6.1%降至5.9%。</blockquote></p><p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for May on Tuesday and the Services equivalent on Thursday. Both are seen staying roughly even with April’s buoyant levels.&nbsp;The Organization for Economic Cooperation and Development also releases its latest economic outlook on Monday.</p><p><blockquote>本周公布的其他数据包括供应管理协会周二公布的5月份制造业采购经理人指数和周四公布的服务业采购经理人指数。预计两者都与4月份的强劲水平大致持平。经济合作与发展组织周一也发布了最新的经济展望。</blockquote></p><p>Monday 5/31</p><p><blockquote>星期一5/31</blockquote></p><p><b>Stock and fixed-income</b>&nbsp;markets are closed in observance of Memorial Day.</p><p><blockquote><b>股票和固定收益</b>为纪念阵亡将士纪念日，市场休市。</blockquote></p><p><b>The Organization</b>for Economic Cooperation and Development releases its latest economic outlook. In its March interim report, the OECD projected a 5.6% growth rate for global gross domestic product in 2021, an upward revision of a full percentage point from the December 2020 forecast.</p><p><blockquote><b>本组织</b>经济合作与发展部发布了最新的经济展望。经合组织在3月份的中期报告中预计2021年全球国内生产总值增长率为5.6%，较2020年12月的预测上调了整整一个百分点。</blockquote></p><p>Tuesday 6/1</p><p><blockquote>星期二6/1</blockquote></p><p><a href=\"https://laohu8.com/S/BNS\">Bank of Nova Scotia</a>,Canopy Growth, <a href=\"https://laohu8.com/S/HPE\">Hewlett Packard Enterprise</a>, and Zoom Video Communications announce quarterly results.</p><p><blockquote><a href=\"https://laohu8.com/S/BNS\">新斯科舍银行</a>、冠层生长、<a href=\"https://laohu8.com/S/HPE\">慧与</a>，Zoom Video通信公布季度业绩。</blockquote></p><p><b>The Institute for Supply</b>Management releases its Manufacturing Purchasing Managers’ Index for May. Consensus estimate is for a 60.8 reading, roughly even with the April data.</p><p><blockquote><b>供应研究所</b>管理层发布5月份制造业采购经理人指数。普遍预期为60.8，与4月份数据大致持平。</blockquote></p><p><b>The Census Bureau</b>reports construction spending for April. Expectations are for a 0.6% month-over-month rise to a seasonally adjusted annual rate of $1.52 trillion. Construction spending remains just below its all-time peak in January of this year.</p><p><blockquote><b>人口普查局</b>报告四月份建筑支出。预计环比增长0.6%，经季节调整后的年率为1.52万亿美元。建筑支出仍略低于今年1月的历史峰值。</blockquote></p><p>Wednesday 6/2</p><p><blockquote>星期三6/2</blockquote></p><p><a href=\"https://laohu8.com/S/AAP\">Advance Auto Parts</a>,<a href=\"https://laohu8.com/S/NTAP\">NetApp</a>,and PVH report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/AAP\">高级汽车零部件</a>,<a href=\"https://laohu8.com/S/NTAP\">NetApp</a>和PVH报告收益。</blockquote></p><p><a href=\"https://laohu8.com/S/PM\">Philip Morris</a> Internationalhosts a webcast led by CEO Jacek Olczak to discuss the company’s sustainability strategy.</p><p><blockquote><a href=\"https://laohu8.com/S/PM\">菲利普·莫里斯</a>Internationalhosts由首席执行官Jacek Olczak主持网络广播，讨论公司的可持续发展战略。</blockquote></p><p><b>The Federal Reserve</b>releases the beige book for the fourth of eight times this year. The report presents anecdotal data on the health of the economy collected by the 12 Federal Reserve Bank districts.</p><p><blockquote><b>美联储</b>今年发布了八次褐皮书中的第四次。该报告提供了12个美联储银行区收集的有关经济健康状况的轶事数据。</blockquote></p><p>Thursday 6/3</p><p><blockquote>星期四6/3</blockquote></p><p><b>ADP releases its <a href=\"https://laohu8.com/S/NHLD\">National</a> Employment</b>report for May. Consensus estimate is for a 610,000 gain in nonfarm private-sector employment, following an increase of 742,000 in April.</p><p><blockquote><b>ADP发布其<a href=\"https://laohu8.com/S/NHLD\">国家的</a>就业</b>五月份的报告。市场普遍估计非农私营部门就业人数将增加610,000人，而4月份增加了742,000人。</blockquote></p><p>Broadcom,CooperCos., DocuSign,J.M. Smucker,and <a href=\"https://laohu8.com/S/LULU\">Lululemon Athletica</a> hold conference calls to discuss earnings.</p><p><blockquote>博通，库珀科斯。，DocuSign，J.M。Smucker，和<a href=\"https://laohu8.com/S/LULU\">露露柠檬运动</a>召开会议评级讨论收益。</blockquote></p><p><b>The Bureau of Economic Analysis</b>reports total light-vehicle sales for May. In April, they hit a seasonally adjusted annual rate of 18.5 million, the highest figure since July 2005.</p><p><blockquote><b>经济分析局</b>报告5月份轻型汽车总销量。4月份，经季节调整后的年增长率达到1850万辆，为2005年7月以来的最高数字。</blockquote></p><p><b>The ISM releases</b>its Services PMI for May. Consensus estimate is for a 63.2 reading, compared with April’s 62.7 figure.</p><p><blockquote><b>ISM发布</b>其5月份服务业PMI。普遍预期为63.2，而4月份为62.7。</blockquote></p><p>Friday 6/4</p><p><blockquote>星期五6/4</blockquote></p><p>Amgenhosts a conference call to discuss drug trial data from its oncology pipeline. The information will be presented at the 2021 <a href=\"https://laohu8.com/S/AFG\">American</a> Society of Clinical Oncology annual meeting, which runs virtually from June 4 through June 8.</p><p><blockquote>安进主办了一次电话会议，讨论其肿瘤学管道的药物试验数据。该信息将在2021年<a href=\"https://laohu8.com/S/AFG\">美国的</a>临床肿瘤学会年会，从6月4日持续到6月8日。</blockquote></p><p><b>The Bureau of Labor</b>Statistics releases the jobs report for May. Economists forecast a 700,000 rise in nonfarm payrolls, after a relatively modest 266,000 gain in April. The unemployment rate is expected to edge down to 5.9% from 6.1%. The April increase was a massive shortfall from the <a href=\"https://laohu8.com/S/AONE\">one</a> million jump expected by some economists.</p><p><blockquote><b>劳工局</b>统计局发布五月份就业报告。经济学家预测非农就业人数将增加700,000人，而4月份非农就业人数相对温和地增加了266,000人。失业率预计将从6.1%小幅降至5.9%。四月份的增幅与<a href=\"https://laohu8.com/S/AONE\">一</a>一些经济学家预计将增加100万美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/zoom-lululemon-canopy-growth-and-other-stocks-for-investors-to-watch-this-week-51622401200\">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":{".DJI":"道琼斯","ISBC":"投资者银行","ZM":"Zoom","LULU":"lululemon athletica","CGC":"Canopy Growth Corporation",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/zoom-lululemon-canopy-growth-and-other-stocks-for-investors-to-watch-this-week-51622401200","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127487048","content_text":"U.S. stock and bond markets are closed Monday for Memorial Day. Investors will return from the long weekend to a handful of notable companies’ quarterly results. Zoom Video Communications,Canopy Growth,and Hewlett Packard Enterprisereport on Tuesday, followed by Advance Auto Partson Wednesday. On Thursday, Broadcom,DocuSign,and Lululemon Athletica release results.The highlight on the economic-data calendar this week will be Friday’s May jobs report from the Bureau of Labor Statistics. The consensus forecast is for a gain of 700,000 nonfarm payrolls, after a disappointing 266,000 in April. The unemployment rate is expected to tick down to 5.9%, from 6.1%.Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for May on Tuesday and the Services equivalent on Thursday. Both are seen staying roughly even with April’s buoyant levels. The Organization for Economic Cooperation and Development also releases its latest economic outlook on Monday.Monday 5/31Stock and fixed-income markets are closed in observance of Memorial Day.The Organizationfor Economic Cooperation and Development releases its latest economic outlook. In its March interim report, the OECD projected a 5.6% growth rate for global gross domestic product in 2021, an upward revision of a full percentage point from the December 2020 forecast.Tuesday 6/1Bank of Nova Scotia,Canopy Growth, Hewlett Packard Enterprise, and Zoom Video Communications announce quarterly results.The Institute for SupplyManagement releases its Manufacturing Purchasing Managers’ Index for May. Consensus estimate is for a 60.8 reading, roughly even with the April data.The Census Bureaureports construction spending for April. Expectations are for a 0.6% month-over-month rise to a seasonally adjusted annual rate of $1.52 trillion. Construction spending remains just below its all-time peak in January of this year.Wednesday 6/2Advance Auto Parts,NetApp,and PVH report earnings.Philip Morris Internationalhosts a webcast led by CEO Jacek Olczak to discuss the company’s sustainability strategy.The Federal Reservereleases the beige book for the fourth of eight times this year. The report presents anecdotal data on the health of the economy collected by the 12 Federal Reserve Bank districts.Thursday 6/3ADP releases its National Employmentreport for May. Consensus estimate is for a 610,000 gain in nonfarm private-sector employment, following an increase of 742,000 in April.Broadcom,CooperCos., DocuSign,J.M. Smucker,and Lululemon Athletica hold conference calls to discuss earnings.The Bureau of Economic Analysisreports total light-vehicle sales for May. In April, they hit a seasonally adjusted annual rate of 18.5 million, the highest figure since July 2005.The ISM releasesits Services PMI for May. Consensus estimate is for a 63.2 reading, compared with April’s 62.7 figure.Friday 6/4Amgenhosts a conference call to discuss drug trial data from its oncology pipeline. The information will be presented at the 2021 American Society of Clinical Oncology annual meeting, which runs virtually from June 4 through June 8.The Bureau of LaborStatistics releases the jobs report for May. Economists forecast a 700,000 rise in nonfarm payrolls, after a relatively modest 266,000 gain in April. The unemployment rate is expected to edge down to 5.9% from 6.1%. 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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":1624030096,"share":"https://www.laohu8.com/m/news/2144774740?lang=zh_CN&edition=full","pubTime":"2021-06-18 23:28","market":"us","language":"en","title":"Adobe Getting Lift From Economic Reopening Post-Pandemic<blockquote>Adobe从大流行后经济重新开放中获得提振</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2144774740","media":"Investors","summary":"Software giant Adobe is benefiting as the economy reopens following the Covid-19 pandemic, a senior executive says.","content":"<p>Software giant <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.</p><p><blockquote>软件巨头<b><a href=\"https://laohu8.com/S/ADBE\">土坯</a></b>一位高管表示，随着Covid-19大流行消退，经济重新开放，该公司正在受益。该公司的季度报告证明了这一点。ADBE股价周五上涨。</blockquote></p><p> The maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.</p><p><blockquote>这家数字媒体和营销软件制造商周四晚些时候公布的第二财季收益轻松超出预期。Adobe还指导了本季度的上述观点。</blockquote></p><p> The San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.</p><p><blockquote>这家总部位于加利福尼亚州圣何塞的公司在截至6月4日的季度销售额为38.4亿美元，调整后每股收益为3.03美元。与去年同期相比，Adobe盈利增长24%，销售额增长23%。</blockquote></p><p> For the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.</p><p><blockquote>Adobe预计本季度调整后每股收益为3美元，增长17%，销售额为38.8亿美元，增长20%。</blockquote></p><p> <h2>ADBE Stock Rises After Earnings Report</h2> In morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.</p><p><blockquote><h2>ADBE股价在收益报告后上涨</h2>今天股市早盘交易中，ADBE股价上涨2.2%，接近563.35点。盘中早些时候，ADBE股价创下570点的历史新高。</blockquote></p><p> \"All three of our businesses — Creative Cloud, Document Cloud and <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"</p><p><blockquote>“我们的三项业务——创意云、文档云和<a href=\"https://laohu8.com/S/EXP.AU\">经验</a>云——本季度刚刚以出色的表现击败了它，”首席财务官约翰·墨菲(John Murphy)告诉《投资者商业日报》。“以个性化方式进行内容创作和客户体验参与正在我们所有业务中引起共鸣。它确实推动了业务的发展势头和加速。”</blockquote></p><p> That momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.</p><p><blockquote>墨菲表示，在该公司季节性疲软的第三财季，这种势头将持续下去。本季度包括夏季的六月、七月和八月。</blockquote></p><p> \"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"</p><p><blockquote>墨菲表示：“宏观经济稳定给了很多企业再次投资的信心。”“企业正在优先考虑数字化转型。”</blockquote></p><p> The reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.</p><p><blockquote>他表示，疫情过后经济的重新开放和重返办公室应该会为Adobe的业务提供推动力。</blockquote></p><p> <h2>Analysts Raise Price Targets On Adobe Stock</h2> At least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.</p><p><blockquote><h2>分析师提高Adobe股票的目标价</h2>财报发布后，至少15名华尔街分析师上调了ADBE股票的目标价。</blockquote></p><p> Mizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.</p><p><blockquote>瑞穗证券分析师Gregg Moskowitz重申了对ADBE股票的买入评级，并将目标价从600点上调至640点。</blockquote></p><p> \"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"</p><p><blockquote>莫斯科维茨在给客户的一份报告中表示：“Adobe广泛的软件解决方案组合使其成为内容创建、消费和协作的黄金标准。”“Adobe凭借其全面的端到端产品使其与竞争对手区分开来，处于有利地位，可以从数字化转型中受益。”</blockquote></p><p> On June 11, ADBE stock broke out of a 40-week&nbsp;consolidation period&nbsp;at a&nbsp;buy point&nbsp;of 536.98, according to&nbsp;IBD MarketSmith charts.</p><p><blockquote>根据IBD MarketSmith图表，6月11日，ADBE股票突破了40周的盘整期，买入点为536.98。</blockquote></p><p> However, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.</p><p><blockquote>然而，IBD排行榜分析为投资者提供了较大盘整格局中杯基的早期买入点525.54。</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>Adobe Getting Lift From Economic Reopening Post-Pandemic<blockquote>Adobe从大流行后经济重新开放中获得提振</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; 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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\">\nAdobe Getting Lift From Economic Reopening Post-Pandemic<blockquote>Adobe从大流行后经济重新开放中获得提振</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\">2021-06-18 23:28</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Software giant <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.</p><p><blockquote>软件巨头<b><a href=\"https://laohu8.com/S/ADBE\">土坯</a></b>一位高管表示，随着Covid-19大流行消退，经济重新开放，该公司正在受益。该公司的季度报告证明了这一点。ADBE股价周五上涨。</blockquote></p><p> The maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.</p><p><blockquote>这家数字媒体和营销软件制造商周四晚些时候公布的第二财季收益轻松超出预期。Adobe还指导了本季度的上述观点。</blockquote></p><p> The San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.</p><p><blockquote>这家总部位于加利福尼亚州圣何塞的公司在截至6月4日的季度销售额为38.4亿美元，调整后每股收益为3.03美元。与去年同期相比，Adobe盈利增长24%，销售额增长23%。</blockquote></p><p> For the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.</p><p><blockquote>Adobe预计本季度调整后每股收益为3美元，增长17%，销售额为38.8亿美元，增长20%。</blockquote></p><p> <h2>ADBE Stock Rises After Earnings Report</h2> In morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.</p><p><blockquote><h2>ADBE股价在收益报告后上涨</h2>今天股市早盘交易中，ADBE股价上涨2.2%，接近563.35点。盘中早些时候，ADBE股价创下570点的历史新高。</blockquote></p><p> \"All three of our businesses — Creative Cloud, Document Cloud and <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"</p><p><blockquote>“我们的三项业务——创意云、文档云和<a href=\"https://laohu8.com/S/EXP.AU\">经验</a>云——本季度刚刚以出色的表现击败了它，”首席财务官约翰·墨菲(John Murphy)告诉《投资者商业日报》。“以个性化方式进行内容创作和客户体验参与正在我们所有业务中引起共鸣。它确实推动了业务的发展势头和加速。”</blockquote></p><p> That momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.</p><p><blockquote>墨菲表示，在该公司季节性疲软的第三财季，这种势头将持续下去。本季度包括夏季的六月、七月和八月。</blockquote></p><p> \"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"</p><p><blockquote>墨菲表示：“宏观经济稳定给了很多企业再次投资的信心。”“企业正在优先考虑数字化转型。”</blockquote></p><p> The reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.</p><p><blockquote>他表示，疫情过后经济的重新开放和重返办公室应该会为Adobe的业务提供推动力。</blockquote></p><p> <h2>Analysts Raise Price Targets On Adobe Stock</h2> At least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.</p><p><blockquote><h2>分析师提高Adobe股票的目标价</h2>财报发布后，至少15名华尔街分析师上调了ADBE股票的目标价。</blockquote></p><p> Mizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.</p><p><blockquote>瑞穗证券分析师Gregg Moskowitz重申了对ADBE股票的买入评级，并将目标价从600点上调至640点。</blockquote></p><p> \"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"</p><p><blockquote>莫斯科维茨在给客户的一份报告中表示：“Adobe广泛的软件解决方案组合使其成为内容创建、消费和协作的黄金标准。”“Adobe凭借其全面的端到端产品使其与竞争对手区分开来，处于有利地位，可以从数字化转型中受益。”</blockquote></p><p> On June 11, ADBE stock broke out of a 40-week&nbsp;consolidation period&nbsp;at a&nbsp;buy point&nbsp;of 536.98, according to&nbsp;IBD MarketSmith charts.</p><p><blockquote>根据IBD MarketSmith图表，6月11日，ADBE股票突破了40周的盘整期，买入点为536.98。</blockquote></p><p> However, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.</p><p><blockquote>然而，IBD排行榜分析为投资者提供了较大盘整格局中杯基的早期买入点525.54。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144774740","content_text":"Software giant Adobe is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.\nThe maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.\nThe San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.\nFor the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.\nADBE Stock Rises After Earnings Report\nIn morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.\n\"All three of our businesses — Creative Cloud, Document Cloud and Experience Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"\nThat momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.\n\"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"\nThe reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.\nAnalysts Raise Price Targets On Adobe Stock\nAt least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.\nMizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.\n\"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"\nOn June 11, ADBE stock broke out of a 40-week consolidation period at a buy point of 536.98, according to IBD MarketSmith charts.\nHowever, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.","news_type":1,"symbols_score_info":{"ADBE":0.9}},"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104148249,"gmtCreate":1620367504081,"gmtModify":1634205716230,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558920222538997","authorIdStr":"3558920222538997"},"themes":[],"htmlText":"Amazon","listText":"Amazon","text":"Amazon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/104148249","repostId":"1157328258","repostType":4,"repost":{"id":"1157328258","kind":"news","pubTimestamp":1620360165,"share":"https://www.laohu8.com/m/news/1157328258?lang=zh_CN&edition=full","pubTime":"2021-05-07 12:02","market":"us","language":"en","title":"Amazon: The Most Clearly Undervalued Company<blockquote>亚马逊：最明显被低估的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157328258","media":"Seeking alpha","summary":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entere","content":"<p>Summary</p><p><blockquote>总结</blockquote></p><p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p><blockquote><ul><li>亚马逊是增长尚未达到极限，甚至还没有进入平台期的公司之一。</li><li>就比较估值而言，AMZN相对于市场被低估。</li><li>基于DCF的亚马逊股价目标显示30%的上涨潜力。但我认为这甚至不是一个基本的情景，而是一个悲观的情景。</li></ul>我根据上个季度的业绩对亚马逊（AMZN）进行了全面的分析。</blockquote></p><p>#1 Price vs. Growth</p><p><blockquote>#1价格与增长</blockquote></p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p><blockquote>首先，我们来评估一下我们是否可以从统计数据上说明亚马逊上个季度的增长是加速还是放缓。为此，让我们比较一下有和没有过去四个季度业绩的公司关键部门的收入增长趋势。</blockquote></p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><blockquote>“在线商店”部分的动态显示出质的突破。在不考虑过去四个季度的情况下，这里观察到了接近线性的趋势。现在，它已经成为指数级增长：</blockquote></p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><blockquote>“第三方卖家服务”细分市场——指数级增长仍在继续：</blockquote></p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><blockquote>“订阅服务”（Amazon Prime）细分市场——这里的加速仍然存在，上个季度的结果好于趋势：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote>“其他”（广告服务）部门也显示出显着的加速：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><blockquote>‘Amazon Web Services’的增长趋势有所放缓，但从上个季度的结果来看，有逐渐回归之前的趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><blockquote>从地域上看，亚马逊的营收也明显好于趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p><blockquote><i>因此，从统计上，而不是主观上，我们应该认识到公司增长的加速</i><i><b>在所有关键细分市场</b></i><i>.在我看来，这正是人们对亚马逊的期望。</i></blockquote></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><blockquote>更远地。在过去10年中，亚马逊的资本化与其收入呈定性线性关系：</blockquote></p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><blockquote>公司营收增速对其倍数也有一定影响：</blockquote></p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><blockquote>基于这两种关系，并考虑到美国货币存量增长的影响，有可能建立另一个模型，使我们能够确定公司资本化的平衡水平。此外，该模型允许根据分析师当前对公司未来四个季度收入增长的预期来模拟公司资本的增长。这是这个模型：</blockquote></p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p><blockquote><i>正如你所看到的，首先，这个模型表明公司当前的价格已经</i><i><b>低于平衡水平</b></i><i>其次，它假设</i><i><b>25%增长</b></i><i>未来四个季度的资本化。</i></blockquote></p><p>#2 Comparative Valuation</p><p><blockquote>#2比较估值</blockquote></p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><blockquote>在上一个模块中，我根据收入对亚马逊的均衡价格进行了建模。值得注意的是，如果我们用同样的方法使用倍数对公司进行比较估值，我们就会失败。至少我还没有找到一个基于收入的倍数来成功地将亚马逊与其他公司进行比较。但根据预期每股收益年增长率调整后的远期市盈率（下一财年）倍数使得找到合适的模型成为可能：</blockquote></p><p></p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p><blockquote><i>正如你所看到的，从这个倍数来看，亚马逊被严重低估了。</i></blockquote></p><p>#3 Discounted Cash Flow Model</p><p><blockquote>#3贴现现金流模型</blockquote></p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><blockquote>在预测亚马逊未来十年的收入时，我从分析师的平均预期出发：</blockquote></p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p><blockquote><i>资料来源：寻求Alpha Pro</i></blockquote></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p><blockquote>在预测亚马逊营业利润率的动态时，我也从分析师对公司每股收益增长的预期出发，并考虑到税率逐渐提高到25%。在我看来，在终端年将营业利润率逐步提高到8%是一个非常现实的情况。</blockquote></p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><blockquote>以下是加权平均资本成本的计算：</blockquote></p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p>Some explanations:</p><p><blockquote>一些解释：</blockquote></p><p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul>Here is the model itself:</p><p><blockquote><ul><li>为了计算市场回报率，我使用了equityriskpremium（4.72%）和UST10的当前收益率作为无风险利率（1.6%）。</li><li>我使用了三年贝塔系数的当前值（0.92）。在最后一年，我使用Beta等于1。</li><li>为了计算债务成本，我使用2019年和2020年的利息支出除以同年的债务价值。</li></ul>以下是模型本身：</blockquote></p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><blockquote>（高分辨率）</blockquote></p><p><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p><blockquote><i>亚马逊股票基于DCF的目标价为4,280美元，上涨空间为29%。</i></blockquote></p><p>Final thoughts</p><p><blockquote>最后的想法</blockquote></p><p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol></p><p><blockquote><ol><li>亚马逊是增长尚未达到极限，甚至还没有进入平台期的公司之一。从某种意义上说，这是一家拥有730亿美元现金的初创公司。</li><li>亚马逊仍处于加速阶段的事实并不意味着其市值不断被低估。但在这种情况下，根据公司的资本化和收入参数之间的模式，我们可以得出结论，公司是<b>被低估</b>.</li><li>通过预期每股收益增长的棱镜将亚马逊与其他公司进行比较，必须承认该公司是<b>便宜多了</b>比市场。</li><li>基于平均预期的DCF模型分析师表示低估了30%。今年年初，类似的模型显示估值被低估了20%。</li><li>当你看亚马逊未来十年的收入预测时，你会意识到该公司将面临增长问题。但在我看来，<i>投资一家面临增长问题的公司比投资老龄化问题的公司更好</i>.</li></ol></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon: The Most Clearly Undervalued Company<blockquote>亚马逊：最明显被低估的公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon: The Most Clearly Undervalued Company<blockquote>亚马逊：最明显被低估的公司</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\">2021-05-07 12:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Summary</p><p><blockquote>总结</blockquote></p><p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p><blockquote><ul><li>亚马逊是增长尚未达到极限，甚至还没有进入平台期的公司之一。</li><li>就比较估值而言，AMZN相对于市场被低估。</li><li>基于DCF的亚马逊股价目标显示30%的上涨潜力。但我认为这甚至不是一个基本的情景，而是一个悲观的情景。</li></ul>我根据上个季度的业绩对亚马逊（AMZN）进行了全面的分析。</blockquote></p><p>#1 Price vs. Growth</p><p><blockquote>#1价格与增长</blockquote></p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p><blockquote>首先，我们来评估一下我们是否可以从统计数据上说明亚马逊上个季度的增长是加速还是放缓。为此，让我们比较一下有和没有过去四个季度业绩的公司关键部门的收入增长趋势。</blockquote></p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><blockquote>“在线商店”部分的动态显示出质的突破。在不考虑过去四个季度的情况下，这里观察到了接近线性的趋势。现在，它已经成为指数级增长：</blockquote></p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><blockquote>“第三方卖家服务”细分市场——指数级增长仍在继续：</blockquote></p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><blockquote>“订阅服务”（Amazon Prime）细分市场——这里的加速仍然存在，上个季度的结果好于趋势：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote>“其他”（广告服务）部门也显示出显着的加速：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><blockquote>‘Amazon Web Services’的增长趋势有所放缓，但从上个季度的结果来看，有逐渐回归之前的趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><blockquote>从地域上看，亚马逊的营收也明显好于趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p><blockquote><i>因此，从统计上，而不是主观上，我们应该认识到公司增长的加速</i><i><b>在所有关键细分市场</b></i><i>.在我看来，这正是人们对亚马逊的期望。</i></blockquote></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><blockquote>更远地。在过去10年中，亚马逊的资本化与其收入呈定性线性关系：</blockquote></p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><blockquote>公司营收增速对其倍数也有一定影响：</blockquote></p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><blockquote>基于这两种关系，并考虑到美国货币存量增长的影响，有可能建立另一个模型，使我们能够确定公司资本化的平衡水平。此外，该模型允许根据分析师当前对公司未来四个季度收入增长的预期来模拟公司资本的增长。这是这个模型：</blockquote></p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p><blockquote><i>正如你所看到的，首先，这个模型表明公司当前的价格已经</i><i><b>低于平衡水平</b></i><i>其次，它假设</i><i><b>25%增长</b></i><i>未来四个季度的资本化。</i></blockquote></p><p>#2 Comparative Valuation</p><p><blockquote>#2比较估值</blockquote></p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><blockquote>在上一个模块中，我根据收入对亚马逊的均衡价格进行了建模。值得注意的是，如果我们用同样的方法使用倍数对公司进行比较估值，我们就会失败。至少我还没有找到一个基于收入的倍数来成功地将亚马逊与其他公司进行比较。但根据预期每股收益年增长率调整后的远期市盈率（下一财年）倍数使得找到合适的模型成为可能：</blockquote></p><p></p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p><blockquote><i>正如你所看到的，从这个倍数来看，亚马逊被严重低估了。</i></blockquote></p><p>#3 Discounted Cash Flow Model</p><p><blockquote>#3贴现现金流模型</blockquote></p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><blockquote>在预测亚马逊未来十年的收入时，我从分析师的平均预期出发：</blockquote></p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p><blockquote><i>资料来源：寻求Alpha Pro</i></blockquote></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p><blockquote>在预测亚马逊营业利润率的动态时，我也从分析师对公司每股收益增长的预期出发，并考虑到税率逐渐提高到25%。在我看来，在终端年将营业利润率逐步提高到8%是一个非常现实的情况。</blockquote></p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><blockquote>以下是加权平均资本成本的计算：</blockquote></p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p>Some explanations:</p><p><blockquote>一些解释：</blockquote></p><p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul>Here is the model itself:</p><p><blockquote><ul><li>为了计算市场回报率，我使用了equityriskpremium（4.72%）和UST10的当前收益率作为无风险利率（1.6%）。</li><li>我使用了三年贝塔系数的当前值（0.92）。在最后一年，我使用Beta等于1。</li><li>为了计算债务成本，我使用2019年和2020年的利息支出除以同年的债务价值。</li></ul>以下是模型本身：</blockquote></p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><blockquote>（高分辨率）</blockquote></p><p><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p><blockquote><i>亚马逊股票基于DCF的目标价为4,280美元，上涨空间为29%。</i></blockquote></p><p>Final thoughts</p><p><blockquote>最后的想法</blockquote></p><p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol></p><p><blockquote><ol><li>亚马逊是增长尚未达到极限，甚至还没有进入平台期的公司之一。从某种意义上说，这是一家拥有730亿美元现金的初创公司。</li><li>亚马逊仍处于加速阶段的事实并不意味着其市值不断被低估。但在这种情况下，根据公司的资本化和收入参数之间的模式，我们可以得出结论，公司是<b>被低估</b>.</li><li>通过预期每股收益增长的棱镜将亚马逊与其他公司进行比较，必须承认该公司是<b>便宜多了</b>比市场。</li><li>基于平均预期的DCF模型分析师表示低估了30%。今年年初，类似的模型显示估值被低估了20%。</li><li>当你看亚马逊未来十年的收入预测时，你会意识到该公司将面临增长问题。但在我看来，<i>投资一家面临增长问题的公司比投资老龄化问题的公司更好</i>.</li></ol></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company\">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":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157328258","content_text":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.#1 Price vs. GrowthFirst of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:Source: VisualizedAnalytics.comThe 'Third-Party Seller Services' segment - the exponential growth continues:Source: VisualizedAnalytics.comThe 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:Source: VisualizedAnalytics.comThe 'Other' (advertising services) segment has also showed a significant acceleration:Source: VisualizedAnalytics.comThe growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:Source: VisualizedAnalytics.comGeographically, Amazon's revenue was also significantly better than the trend:Source: VisualizedAnalytics.comSo, statistically, not subjectively, we should recognize the acceleration of the company's growthin all key segments. In my opinion, this is exactly what is expected from Amazon.Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:Source: VisualizedAnalytics.comThere is also a certain influence of the company's revenue growth rate on its multiples:Source: VisualizedAnalytics.comBased on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:Source: VisualizedAnalytics.comAs you can see, firstly, this model indicates that the company's current price is alreadybelow the balanced level. And secondly, it assumes a25% growthin capitalization in the next four quarters.#2 Comparative ValuationIn the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:Source: VisualizedAnalytics.comAs you can see, judging by this multiple, Amazon is significantly undervalued.#3 Discounted Cash Flow ModelWhen predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:Source: Seeking Alpha ProWhen predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.Here is the calculation of the Weighted Average Cost of Capital:Source: AuthorSome explanations:In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.Here is the model itself:(In high resolution)Source: AuthorThe DCF-based target price of Amazon's shares is $4,280, offering 29% upside.Final thoughtsAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company isundervalued.Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company ismuch cheaperthan the market.DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,it is better to invest in a company facing growth problems than aging problems.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106664717,"gmtCreate":1620113495739,"gmtModify":1634207707621,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558920222538997","authorIdStr":"3558920222538997"},"themes":[],"htmlText":"At first I just do not believe in love , now I don’t believe in money too. Why a world&nbsp;","listText":"At first I just do not believe in love , now I don’t believe in money too. Why a world&nbsp;","text":"At first I just do not believe in love , now I don’t believe in money too. Why a world","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/106664717","repostId":"1141446343","repostType":4,"repost":{"id":"1141446343","kind":"news","pubTimestamp":1620108260,"share":"https://www.laohu8.com/m/news/1141446343?lang=zh_CN&edition=full","pubTime":"2021-05-04 14:04","market":"us","language":"en","title":"Bill and Melinda Gates are getting divorced. Here are some stocks they owned<blockquote>比尔和梅林达·盖茨要离婚了。以下是他们拥有的一些股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1141446343","media":"seeking alpha","summary":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoftfounder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway, Waste Management, Caterpillar, Canadian National, Walmart, EcoLab, Crown Castle, ","content":"<p><ul><li>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.</li><li>In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).</li><li><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).</li><li>Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.</li><li>The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and <a href=\"https://laohu8.com/S/BCEL\">Atreca</a>(NASDAQ:BCEL).</li><li>Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago.&nbsp;This is how their wealth ended upsplit between them.</li></ul></p><p><blockquote><ul><li>尽管这对夫妇在一份声明中向公众保证，尽管结束了婚姻，他们仍将继续在基金会合作，但有关微软（纳斯达克：MSFT）创始人和他27年的合作伙伴的消息可能会给他们的项目带来冲击波。</li><li>在比尔和梅琳达·盖茨基金会信托基金截至2020年12月31日的最新13F文件中，按价值降序排列的最大持股包括伯克希尔·哈撒韦公司(NYSE：BRK.B)、废物管理公司(NYSE：WM)、卡特彼勒(NYSE：CAT)、加拿大国家航空公司(NYSE：CNI)、沃尔玛(NYSE：WMT)、艺康(NYSE：ECL)、皇冠城堡(NYSE：CCI)、联邦快递(NYSE：FDX)和UPS(NYSE：UPS)。</li><li><a href=\"https://laohu8.com/S/TWOA.U\">两个</a>该基金会持有大量股份（超过已发行股票的10%）的股票包括薛定谔（纳斯达克股票代码：SDGR）和可口可乐Femsa（纽约证券交易所股票代码：KOF）。</li><li>大多数其他持股的市值低于10亿美元，其所有权仅占相关股票已发行股份的不到3%。</li><li>比尔和梅琳达·盖茨基金会在最新的季度文件中披露了Amyris（纳斯达克：AMRS）、Vir Biotech（纳斯达克：VIR）、BionTech（纳斯达克：BNTX）、Curevac（纳斯达克：CVAC）和<a href=\"https://laohu8.com/S/BCEL\">阿特雷卡</a>（纳斯达克：BCEL）。</li><li>我们的读者可能还记得两年前世界首富杰夫·贝索斯和他的合伙人麦肯兹·斯科特宣布分手的时候。他们的财富就是这样在他们之间分配的。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bill and Melinda Gates are getting divorced. Here are some stocks they owned<blockquote>比尔和梅林达·盖茨要离婚了。以下是他们拥有的一些股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBill and Melinda Gates are getting divorced. Here are some stocks they owned<blockquote>比尔和梅林达·盖茨要离婚了。以下是他们拥有的一些股票</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\">2021-05-04 14:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul><li>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.</li><li>In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).</li><li><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).</li><li>Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.</li><li>The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and <a href=\"https://laohu8.com/S/BCEL\">Atreca</a>(NASDAQ:BCEL).</li><li>Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago.&nbsp;This is how their wealth ended upsplit between them.</li></ul></p><p><blockquote><ul><li>尽管这对夫妇在一份声明中向公众保证，尽管结束了婚姻，他们仍将继续在基金会合作，但有关微软（纳斯达克：MSFT）创始人和他27年的合作伙伴的消息可能会给他们的项目带来冲击波。</li><li>在比尔和梅琳达·盖茨基金会信托基金截至2020年12月31日的最新13F文件中，按价值降序排列的最大持股包括伯克希尔·哈撒韦公司(NYSE：BRK.B)、废物管理公司(NYSE：WM)、卡特彼勒(NYSE：CAT)、加拿大国家航空公司(NYSE：CNI)、沃尔玛(NYSE：WMT)、艺康(NYSE：ECL)、皇冠城堡(NYSE：CCI)、联邦快递(NYSE：FDX)和UPS(NYSE：UPS)。</li><li><a href=\"https://laohu8.com/S/TWOA.U\">两个</a>该基金会持有大量股份（超过已发行股票的10%）的股票包括薛定谔（纳斯达克股票代码：SDGR）和可口可乐Femsa（纽约证券交易所股票代码：KOF）。</li><li>大多数其他持股的市值低于10亿美元，其所有权仅占相关股票已发行股份的不到3%。</li><li>比尔和梅琳达·盖茨基金会在最新的季度文件中披露了Amyris（纳斯达克：AMRS）、Vir Biotech（纳斯达克：VIR）、BionTech（纳斯达克：BNTX）、Curevac（纳斯达克：CVAC）和<a href=\"https://laohu8.com/S/BCEL\">阿特雷卡</a>（纳斯达克：BCEL）。</li><li>我们的读者可能还记得两年前世界首富杰夫·贝索斯和他的合伙人麦肯兹·斯科特宣布分手的时候。他们的财富就是这样在他们之间分配的。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned\">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":{"WM":"美国废物管理","BRK.B":"伯克希尔B","MSFT":"微软","WCLD":"WisdomTree Cloud Computing Fund","CVAC":"CureVac B.V.","KOF":"可口可乐凡萨瓶装","WMT":"沃尔玛","AMRS":"阿米瑞斯","FDX":"联邦快递","CAT":"卡特彼勒","BNTX":"BioNTech SE","CNI":"加拿大国家铁路","VIR":"Vir Biotechnology, Inc.","UPS":"联合包裹","SDGR":"Schrodinger Inc.","CCI":"冠城"},"source_url":"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141446343","content_text":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).Two stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and Atreca(NASDAQ:BCEL).Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago. This is how their wealth ended upsplit between them.","news_type":1,"symbols_score_info":{"MSFT":0.9,"WCLD":0.9,"BNTX":0.9,"CCI":0.9,"CNI":0.9,"WMT":0.9,"BCEL":0.9,"VIR":0.9,"SDGR":0.9,"BRK.B":0.9,"AMRS":0.9,"FDX":0.9,"UPS":0.9,"CVAC":0.9,"CAT":0.9,"KOF":0.9,"WM":0.9}},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349089443,"gmtCreate":1617505457382,"gmtModify":1634520743536,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558920222538997","authorIdStr":"3558920222538997"},"themes":[],"htmlText":"Skillz","listText":"Skillz","text":"Skillz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/349089443","repostId":"1188150614","repostType":4,"repost":{"id":"1188150614","kind":"news","pubTimestamp":1617366389,"share":"https://www.laohu8.com/m/news/1188150614?lang=zh_CN&edition=full","pubTime":"2021-04-02 20:26","market":"us","language":"en","title":"3 Beaten-Down Stocks That Could Double Your Money<blockquote>3只遭受重创的股票可以让你的钱翻倍</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188150614","media":"Motley Fool","summary":"Market rotation malaise has infected many investors. Last year, the growth stocks in theNasdaq-100index trounced the staid giants in theDow Jones Industrial Average. It's been a different story so far in 2021, though. The big money appears to be moving into so-called \"risk-off\" stocks.As a result, many of the high-flyers from just a few months ago are now stuck in the doldrums. Some are even down more than 30% from their peaks set earlier this year. There's a silver lining in this dark cloud, ho","content":"<p>Market rotation malaise has infected many investors. Last year, the growth stocks in the<b>Nasdaq-100</b>index trounced the staid giants in the<b>Dow Jones Industrial Average</b>. It's been a different story so far in 2021, though. The big money appears to be moving into so-called \"risk-off\" stocks.</p><p><blockquote>市场轮动的萎靡已经感染了许多投资者。去年，成长股<b>纳斯达克100指数</b>指数击败了稳重的巨头<b>道琼斯工业平均指数</b>.不过，2021年到目前为止，情况有所不同。大笔资金似乎正在转向所谓的“避险”股票。</blockquote></p><p> As a result, many of the high-flyers from just a few months ago are now stuck in the doldrums. Some are even down more than 30% from their peaks set earlier this year. There's a silver lining in this dark cloud, however: Quite a few stocks with strong growth prospects are available at discounted prices.&nbsp;Here are three beaten-down stocks that could even double your money -- or more.</p><p><blockquote>结果，许多几个月前雄心勃勃的人现在都陷入了低迷。有些甚至比今年早些时候创下的峰值下降了30%以上。然而，乌云中也有一线希望：相当多具有强劲增长前景的股票可以打折购买。这里有三只遭受重创的股票，它们甚至可以让你的钱翻倍甚至更多。</blockquote></p><p> <b>DermTech</b></p><p><blockquote><b>皮肤技术</b></blockquote></p><p> <b>DermTech</b>(NASDAQ:DMTK)markets an exciting product: a skin genomics test that can detect melanoma more accurately and cheaper than surgical biopsy. Its shares soared over 145% year to date by the third week of February. Since then, though, thehealthcare stockhas fallen more than 35%.</p><p><blockquote><b>皮肤技术</b>（纳斯达克：DMTK）推出了一款令人兴奋的产品：一种皮肤基因组学测试，可以比手术活检更准确、更便宜地检测黑色素瘤。截至2月第三周，其股价今年迄今已飙升超过145%。不过，自那以来，医疗保健股已下跌超过35%。</blockquote></p><p> Part of the problem was the aforementioned general sell-off of growth stocks. However, DermTech also provided disappointing guidance in its fourth-quarter update. The company expects first-quarter assay revenue of between $1.6 million and $1.9 million compared to Q4 assay revenue of $1.6 million.</p><p><blockquote>部分问题在于前面提到的成长型股票的普遍抛售。然而，DermTech在第四季度更新中也提供了令人失望的指引。该公司预计第一季度检测收入在160万美元至190万美元之间，而第四季度检测收入为160万美元。</blockquote></p><p> DermTech still faces some COVID-19 headwinds in reaching out to physicians. The company's long-term growth prospects remain bright, though. DermTech continues to pick up commercial payer reimbursement for its first product, Pigmented Lesion Assay (PLA). It expects to launch an at-home genomics test that identifies ultraviolet ray damage and skin cancer risk next year.</p><p><blockquote>DermTech在接触医生方面仍然面临一些新冠肺炎的阻力。不过，该公司的长期增长前景仍然光明。DermTech继续为其首款产品色素性病变检测(PLA)获得商业付款人报销。它预计明年将推出一项家庭基因组学测试，以识别紫外线损伤和皮肤癌风险。</blockquote></p><p> The total addressable U.S. market that DermTech is targeting for all types of skin cancer is around $10 billion. With the company's market cap currently below $1.5 billion, DermTech should only have to capture a tiny sliver of this market to deliver huge returns for investors.</p><p><blockquote>DermTech针对所有类型皮肤癌的潜在美国市场总额约为100亿美元。由于该公司的市值目前低于15亿美元，DermTech应该只需占领这个市场的一小部分，就可以为投资者带来巨额回报。</blockquote></p><p> <b>Gores Holdings VI</b></p><p><blockquote><b>戈尔斯控股VI</b></blockquote></p><p> Special purpose acquisition company (SPAC) stocks were wildly popular not long ago. That's changed quite a bit.&nbsp;<b>Gores Holdings VI</b>(NASDAQ:GHVI)serves as a great example: The SPAC's shares skyrocketed more than 120% year to date by mid-February but are now down over 40% from those highs.</p><p><blockquote>特殊目的收购公司（SPAC）股票不久前广受欢迎。这已经改变了很多。<b>戈尔斯控股VI</b>（纳斯达克股票代码：GHVI）就是一个很好的例子：截至2月中旬，SPAC的股价今年迄今飙升了120%以上，但现在较高点下跌了40%以上。</blockquote></p><p> Gores Holdings VI and spatial data company Matterport announced on Feb. 8 that they plan to merge in a deal that will take Matterport public at an equity value of around $2.9 billion. But Matterport should be able to grow much larger than that relatively quickly.</p><p><blockquote>Gores Holdings VI和空间数据公司Matterport于2月8日宣布，他们计划合并，Matterport将以约29亿美元的股权价值上市。但Matterport应该能够相对较快地发展得更大。</blockquote></p><p> Matterport pioneered the spatial data market a decade ago. The company's technology can create a 3D \"digital twin\" of any physical space. Consulting firm<b>Accenture</b>recently picked digital twin technology asone of its top five tech trends of 2021.</p><p><blockquote>Matterport十年前开创了空间数据市场。该公司的技术可以创建任何物理空间的3D“数字孪生”。咨询公司<b>埃森哲</b>最近将数字孪生技术选为2021年五大技术趋势之一。</blockquote></p><p> The company already has over 250,000 customers, including 13% of the Fortune 1000. However, less than 1% of the more than 4 billion buildings across the world are currently digitized. This represents a $240 billion opportunity for Matterport. The company expects to nearly double its revenue in 2022 with growth accelerating in subsequent years.</p><p><blockquote>该公司已经拥有超过250,000名客户，其中包括财富1000强中的13%。然而，目前全球40多亿栋建筑中只有不到1%实现了数字化。这对Matterport来说意味着2400亿美元的机会。该公司预计2022年收入将增长近一倍，随后几年增长将加速。</blockquote></p><p> <b>Skillz</b></p><p><blockquote><b>斯基尔茨</b></blockquote></p><p> <b>Skillz</b>(NYSE:SKLZ)stands as the biggest loser of these three beaten-down stocks. Shares of the mobile game platform provider soared nearly 120% by early February only to give up all of those gains and then some. The stock is now down over 5% year to date.</p><p><blockquote><b>斯基尔茨</b>（纽约证券交易所股票代码：SKLZ）是这三只遭受重创的股票中跌幅最大的。截至2月初，这家移动游戏平台提供商的股价飙升近120%，但随后又回吐了全部涨幅，甚至部分涨幅。今年迄今为止，该股已下跌超过5%。</blockquote></p><p> Like DermTech and Gores Holdings VI, Skillz was negatively impacted by the market rotation away from growth stocks. However, the company's decision to sell 17 million shares in a public offering also hurt.</p><p><blockquote>与DermTech和Gores Holdings VI一样，Skillz也受到了市场远离成长型股票的负面影响。然而，该公司公开发行出售1700万股股票的决定也造成了伤害。</blockquote></p><p> Skillz's competition-focused approach keeps users more engaged than other leading online platforms. It's also driving tremendous growth. The company's revenue nearly doubled in 2020. Skillz is especially making inroads in converting users to paying customers.</p><p><blockquote>Skillz以竞争为中心的方法比其他领先的在线平台更能吸引用户。它也推动了巨大的增长。该公司的收入在2020年几乎翻了一番。Skillz在将用户转化为付费客户方面尤其取得了进展。</blockquote></p><p> The mobile gaming market totaled $86 billion last year and continues to grow rapidly. Skillz should be able to increase its market share as it expands internationally and adds new genres of games to its platform. The company's multi-year agreement with the NFL could also provide a big boost.</p><p><blockquote>去年移动游戏市场总额为860亿美元，并继续快速增长。随着Skillz在国际上扩张并在其平台上添加新类型的游戏，它应该能够增加其市场份额。该公司与NFL的多年协议也可能带来巨大推动。</blockquote></p><p> Skillz looks like a stock that could easily double your money and perhaps deliver much greater returns than that over the next couple of years.</p><p><blockquote>Skillz看起来像是一只可以轻松让你的钱翻倍的股票，并且在未来几年内可能会带来比这更高的回报。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Stocks That Could Double Your Money<blockquote>3只遭受重创的股票可以让你的钱翻倍</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Beaten-Down Stocks That Could Double Your Money<blockquote>3只遭受重创的股票可以让你的钱翻倍</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-02 20:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Market rotation malaise has infected many investors. Last year, the growth stocks in the<b>Nasdaq-100</b>index trounced the staid giants in the<b>Dow Jones Industrial Average</b>. It's been a different story so far in 2021, though. The big money appears to be moving into so-called \"risk-off\" stocks.</p><p><blockquote>市场轮动的萎靡已经感染了许多投资者。去年，成长股<b>纳斯达克100指数</b>指数击败了稳重的巨头<b>道琼斯工业平均指数</b>.不过，2021年到目前为止，情况有所不同。大笔资金似乎正在转向所谓的“避险”股票。</blockquote></p><p> As a result, many of the high-flyers from just a few months ago are now stuck in the doldrums. Some are even down more than 30% from their peaks set earlier this year. There's a silver lining in this dark cloud, however: Quite a few stocks with strong growth prospects are available at discounted prices.&nbsp;Here are three beaten-down stocks that could even double your money -- or more.</p><p><blockquote>结果，许多几个月前雄心勃勃的人现在都陷入了低迷。有些甚至比今年早些时候创下的峰值下降了30%以上。然而，乌云中也有一线希望：相当多具有强劲增长前景的股票可以打折购买。这里有三只遭受重创的股票，它们甚至可以让你的钱翻倍甚至更多。</blockquote></p><p> <b>DermTech</b></p><p><blockquote><b>皮肤技术</b></blockquote></p><p> <b>DermTech</b>(NASDAQ:DMTK)markets an exciting product: a skin genomics test that can detect melanoma more accurately and cheaper than surgical biopsy. Its shares soared over 145% year to date by the third week of February. Since then, though, thehealthcare stockhas fallen more than 35%.</p><p><blockquote><b>皮肤技术</b>（纳斯达克：DMTK）推出了一款令人兴奋的产品：一种皮肤基因组学测试，可以比手术活检更准确、更便宜地检测黑色素瘤。截至2月第三周，其股价今年迄今已飙升超过145%。不过，自那以来，医疗保健股已下跌超过35%。</blockquote></p><p> Part of the problem was the aforementioned general sell-off of growth stocks. However, DermTech also provided disappointing guidance in its fourth-quarter update. The company expects first-quarter assay revenue of between $1.6 million and $1.9 million compared to Q4 assay revenue of $1.6 million.</p><p><blockquote>部分问题在于前面提到的成长型股票的普遍抛售。然而，DermTech在第四季度更新中也提供了令人失望的指引。该公司预计第一季度检测收入在160万美元至190万美元之间，而第四季度检测收入为160万美元。</blockquote></p><p> DermTech still faces some COVID-19 headwinds in reaching out to physicians. The company's long-term growth prospects remain bright, though. DermTech continues to pick up commercial payer reimbursement for its first product, Pigmented Lesion Assay (PLA). It expects to launch an at-home genomics test that identifies ultraviolet ray damage and skin cancer risk next year.</p><p><blockquote>DermTech在接触医生方面仍然面临一些新冠肺炎的阻力。不过，该公司的长期增长前景仍然光明。DermTech继续为其首款产品色素性病变检测(PLA)获得商业付款人报销。它预计明年将推出一项家庭基因组学测试，以识别紫外线损伤和皮肤癌风险。</blockquote></p><p> The total addressable U.S. market that DermTech is targeting for all types of skin cancer is around $10 billion. With the company's market cap currently below $1.5 billion, DermTech should only have to capture a tiny sliver of this market to deliver huge returns for investors.</p><p><blockquote>DermTech针对所有类型皮肤癌的潜在美国市场总额约为100亿美元。由于该公司的市值目前低于15亿美元，DermTech应该只需占领这个市场的一小部分，就可以为投资者带来巨额回报。</blockquote></p><p> <b>Gores Holdings VI</b></p><p><blockquote><b>戈尔斯控股VI</b></blockquote></p><p> Special purpose acquisition company (SPAC) stocks were wildly popular not long ago. That's changed quite a bit.&nbsp;<b>Gores Holdings VI</b>(NASDAQ:GHVI)serves as a great example: The SPAC's shares skyrocketed more than 120% year to date by mid-February but are now down over 40% from those highs.</p><p><blockquote>特殊目的收购公司（SPAC）股票不久前广受欢迎。这已经改变了很多。<b>戈尔斯控股VI</b>（纳斯达克股票代码：GHVI）就是一个很好的例子：截至2月中旬，SPAC的股价今年迄今飙升了120%以上，但现在较高点下跌了40%以上。</blockquote></p><p> Gores Holdings VI and spatial data company Matterport announced on Feb. 8 that they plan to merge in a deal that will take Matterport public at an equity value of around $2.9 billion. But Matterport should be able to grow much larger than that relatively quickly.</p><p><blockquote>Gores Holdings VI和空间数据公司Matterport于2月8日宣布，他们计划合并，Matterport将以约29亿美元的股权价值上市。但Matterport应该能够相对较快地发展得更大。</blockquote></p><p> Matterport pioneered the spatial data market a decade ago. The company's technology can create a 3D \"digital twin\" of any physical space. Consulting firm<b>Accenture</b>recently picked digital twin technology asone of its top five tech trends of 2021.</p><p><blockquote>Matterport十年前开创了空间数据市场。该公司的技术可以创建任何物理空间的3D“数字孪生”。咨询公司<b>埃森哲</b>最近将数字孪生技术选为2021年五大技术趋势之一。</blockquote></p><p> The company already has over 250,000 customers, including 13% of the Fortune 1000. However, less than 1% of the more than 4 billion buildings across the world are currently digitized. This represents a $240 billion opportunity for Matterport. The company expects to nearly double its revenue in 2022 with growth accelerating in subsequent years.</p><p><blockquote>该公司已经拥有超过250,000名客户，其中包括财富1000强中的13%。然而，目前全球40多亿栋建筑中只有不到1%实现了数字化。这对Matterport来说意味着2400亿美元的机会。该公司预计2022年收入将增长近一倍，随后几年增长将加速。</blockquote></p><p> <b>Skillz</b></p><p><blockquote><b>斯基尔茨</b></blockquote></p><p> <b>Skillz</b>(NYSE:SKLZ)stands as the biggest loser of these three beaten-down stocks. Shares of the mobile game platform provider soared nearly 120% by early February only to give up all of those gains and then some. The stock is now down over 5% year to date.</p><p><blockquote><b>斯基尔茨</b>（纽约证券交易所股票代码：SKLZ）是这三只遭受重创的股票中跌幅最大的。截至2月初，这家移动游戏平台提供商的股价飙升近120%，但随后又回吐了全部涨幅，甚至部分涨幅。今年迄今为止，该股已下跌超过5%。</blockquote></p><p> Like DermTech and Gores Holdings VI, Skillz was negatively impacted by the market rotation away from growth stocks. However, the company's decision to sell 17 million shares in a public offering also hurt.</p><p><blockquote>与DermTech和Gores Holdings VI一样，Skillz也受到了市场远离成长型股票的负面影响。然而，该公司公开发行出售1700万股股票的决定也造成了伤害。</blockquote></p><p> Skillz's competition-focused approach keeps users more engaged than other leading online platforms. It's also driving tremendous growth. The company's revenue nearly doubled in 2020. Skillz is especially making inroads in converting users to paying customers.</p><p><blockquote>Skillz以竞争为中心的方法比其他领先的在线平台更能吸引用户。它也推动了巨大的增长。该公司的收入在2020年几乎翻了一番。Skillz在将用户转化为付费客户方面尤其取得了进展。</blockquote></p><p> The mobile gaming market totaled $86 billion last year and continues to grow rapidly. Skillz should be able to increase its market share as it expands internationally and adds new genres of games to its platform. The company's multi-year agreement with the NFL could also provide a big boost.</p><p><blockquote>去年移动游戏市场总额为860亿美元，并继续快速增长。随着Skillz在国际上扩张并在其平台上添加新类型的游戏，它应该能够增加其市场份额。该公司与NFL的多年协议也可能带来巨大推动。</blockquote></p><p> Skillz looks like a stock that could easily double your money and perhaps deliver much greater returns than that over the next couple of years.</p><p><blockquote>Skillz看起来像是一只可以轻松让你的钱翻倍的股票，并且在未来几年内可能会带来比这更高的回报。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/04/02/3-beaten-down-stocks-that-could-double-your-money/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/04/02/3-beaten-down-stocks-that-could-double-your-money/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188150614","content_text":"Market rotation malaise has infected many investors. Last year, the growth stocks in theNasdaq-100index trounced the staid giants in theDow Jones Industrial Average. It's been a different story so far in 2021, though. The big money appears to be moving into so-called \"risk-off\" stocks.\nAs a result, many of the high-flyers from just a few months ago are now stuck in the doldrums. Some are even down more than 30% from their peaks set earlier this year. There's a silver lining in this dark cloud, however: Quite a few stocks with strong growth prospects are available at discounted prices. Here are three beaten-down stocks that could even double your money -- or more.\nDermTech\nDermTech(NASDAQ:DMTK)markets an exciting product: a skin genomics test that can detect melanoma more accurately and cheaper than surgical biopsy. Its shares soared over 145% year to date by the third week of February. Since then, though, thehealthcare stockhas fallen more than 35%.\nPart of the problem was the aforementioned general sell-off of growth stocks. However, DermTech also provided disappointing guidance in its fourth-quarter update. The company expects first-quarter assay revenue of between $1.6 million and $1.9 million compared to Q4 assay revenue of $1.6 million.\nDermTech still faces some COVID-19 headwinds in reaching out to physicians. The company's long-term growth prospects remain bright, though. DermTech continues to pick up commercial payer reimbursement for its first product, Pigmented Lesion Assay (PLA). It expects to launch an at-home genomics test that identifies ultraviolet ray damage and skin cancer risk next year.\nThe total addressable U.S. market that DermTech is targeting for all types of skin cancer is around $10 billion. With the company's market cap currently below $1.5 billion, DermTech should only have to capture a tiny sliver of this market to deliver huge returns for investors.\nGores Holdings VI\nSpecial purpose acquisition company (SPAC) stocks were wildly popular not long ago. That's changed quite a bit. Gores Holdings VI(NASDAQ:GHVI)serves as a great example: The SPAC's shares skyrocketed more than 120% year to date by mid-February but are now down over 40% from those highs.\nGores Holdings VI and spatial data company Matterport announced on Feb. 8 that they plan to merge in a deal that will take Matterport public at an equity value of around $2.9 billion. But Matterport should be able to grow much larger than that relatively quickly.\nMatterport pioneered the spatial data market a decade ago. The company's technology can create a 3D \"digital twin\" of any physical space. Consulting firmAccenturerecently picked digital twin technology asone of its top five tech trends of 2021.\nThe company already has over 250,000 customers, including 13% of the Fortune 1000. However, less than 1% of the more than 4 billion buildings across the world are currently digitized. This represents a $240 billion opportunity for Matterport. The company expects to nearly double its revenue in 2022 with growth accelerating in subsequent years.\nSkillz\nSkillz(NYSE:SKLZ)stands as the biggest loser of these three beaten-down stocks. Shares of the mobile game platform provider soared nearly 120% by early February only to give up all of those gains and then some. The stock is now down over 5% year to date.\nLike DermTech and Gores Holdings VI, Skillz was negatively impacted by the market rotation away from growth stocks. However, the company's decision to sell 17 million shares in a public offering also hurt.\nSkillz's competition-focused approach keeps users more engaged than other leading online platforms. It's also driving tremendous growth. The company's revenue nearly doubled in 2020. Skillz is especially making inroads in converting users to paying customers.\nThe mobile gaming market totaled $86 billion last year and continues to grow rapidly. Skillz should be able to increase its market share as it expands internationally and adds new genres of games to its platform. The company's multi-year agreement with the NFL could also provide a big boost.\nSkillz looks like a stock that could easily double your money and perhaps deliver much greater returns than that over the next couple of years.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198453111,"gmtCreate":1620983687233,"gmtModify":1634194784960,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558920222538997","authorIdStr":"3558920222538997"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/198453111","repostId":"2135945620","repostType":4,"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323673371,"gmtCreate":1615340890793,"gmtModify":1703487585268,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558920222538997","authorIdStr":"3558920222538997"},"themes":[],"htmlText":"Please help me by like and comment","listText":"Please help me by like and comment","text":"Please help me by like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/323673371","repostId":"2118625319","repostType":4,"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":867666684,"gmtCreate":1633255399843,"gmtModify":1633255400497,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558920222538997","authorIdStr":"3558920222538997"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/867666684","repostId":"2172647479","repostType":4,"isVote":1,"tweetType":1,"viewCount":2393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860748911,"gmtCreate":1632219901833,"gmtModify":1632802000275,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558920222538997","authorIdStr":"3558920222538997"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/860748911","repostId":"1163114123","repostType":4,"repost":{"id":"1163114123","kind":"news","pubTimestamp":1632218983,"share":"https://www.laohu8.com/m/news/1163114123?lang=zh_CN&edition=full","pubTime":"2021-09-21 18:09","market":"us","language":"en","title":"U.S. Stock-Market Tumble Hasn’t Quelled Optimism<blockquote>美国股市暴跌并没有平息乐观情绪</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163114123","media":"The Wall Street Journal","summary":"Many traders continue to be bullish on stocks, even as sentiment surveys show growing pessimism.\n\nU.","content":"<p>  <b>Many traders continue to be bullish on stocks, even as sentiment surveys show growing pessimism.</b>  U.S. stocks are facing their most uncertain outlook since the Covid-19 pandemic sent the market tumbling last year. But many investors say there is no better place to be right now.</p><p><blockquote><b>尽管情绪调查显示悲观情绪与日俱增，但许多交易员仍继续看好股市。</b>美国股市正面临自去年Covid-19大流行导致市场暴跌以来最不确定的前景。但许多投资者表示，目前没有比这更好的地方了。</blockquote></p><p> Major U.S. stock indexes sank Monday, with theDow Jones Industrial Average losing more than 600 points, or 1.8%, asconcerns grew that a defaultby real-estate developer China Evergrande Group could spur a widespread retreat from riskier assets. Percolating worries about a slowdown in economic growth, ongoing supply-chain issues andrising deathstied to the Delta variant of the coronavirus added to the volatility.</p><p><blockquote>美国主要股指周一下跌，道琼斯工业平均指数下跌超过600点，跌幅1.8%，原因是人们越来越担心房地产开发商中国恒大集团违约可能会刺激投资者普遍撤离风险较高的资产。对经济增长放缓、持续的供应链问题以及冠状病毒德尔塔变异毒株死亡人数上升的担忧加剧了波动性。</blockquote></p><p> For months, investors have been bracing for apullback such as this, warning in some cases that the U.S. stock market had run up too far, too fast. But now, with the Dow down 3.9% month-to-date, some traders say they aren’t concerned.</p><p><blockquote>几个月来，投资者一直在为这样的回调做准备，在某些情况下警告说，美国股市上涨得太远、太快。但现在，随着道琼斯指数本月迄今下跌3.9%，一些交易员表示他们并不担心。</blockquote></p><p> “The short-term noise we’re dealing with does not change the fact that we think the economy is on solid footing and that equities still look attractive relative to other assets,” said Keith Lerner, co-chief investment officer at Truist Advisory Services. “We still think the primary market trend over the next 12 months is higher.”</p><p><blockquote>Truist Advisory联席首席投资官基思·勒纳(Keith Lerner)表示：“我们正在应对的短期噪音并没有改变我们认为经济基础稳固、股市相对于其他资产看起来仍然具有吸引力的事实。”服务。“我们仍然认为未来12个月的一级市场趋势更高。”</blockquote></p><p> That outlook matches the so-called TINA mantra that has carried the market higher for much of the past year, with many investors believing “there is no alternative” to stocks. With yields on other assets such as bonds hovering at such low levels, many investors have been willing to keep buying equities at record-high prices. Even amid the continuing pullback, some investors have said they are only tweaking their stock allocations and strategies rather than ditching equities in favor of other asset classes across the market.</p><p><blockquote>这种前景与所谓的蒂娜口头禅相匹配，该口头禅在过去一年的大部分时间里推动市场走高，许多投资者认为除了股票“别无选择”。由于债券等其他资产的收益率徘徊在如此低的水平，许多投资者愿意继续以创纪录的高价购买股票。即使在持续回调的情况下，一些投资者也表示，他们只是调整股票配置和策略，而不是放弃股票，转而投资整个市场的其他资产类别。</blockquote></p><p> Evidence of that mind-set has been apparent in recent stock positioning data, which suggest that investors expect further gains ahead. Last week, for example, data from fund-flow tracker EPFR showed that investors poured the largest amount of money into U.S. stock-focused mutual and exchange-traded funds since March. Their buying spree totaled a net $45.7 billion in the week ended Sept. 15—more than the previous five weeks combined.</p><p><blockquote>这种心态的证据在最近的股票仓位数据中显而易见，这表明投资者预计未来将进一步上涨。例如，上周资金流追踪机构EPFR的数据显示，投资者向以美国股票为重点的共同基金和交易所交易基金投入了自3月份以来最多的资金。截至9月15日当周，他们的疯狂购买总额为457亿美元，超过了前五周的总和。</blockquote></p><p> Similar sentiment has been visible in U.S. equity futures, where institutional investors’ bullish positioning continues to hover near all-time highs, according to an RBC Capital Markets analysis of data from the Commodity Futures Trading Commission. “At current levels,” RBC analysts wrote in a recent note, “this indicator is signaling that investor positioning remains quite euphoric.”</p><p><blockquote>根据加拿大皇家银行资本市场对商品期货交易委员会数据的分析，美国股指期货也出现了类似的情绪，机构投资者的看涨头寸继续徘徊在历史高点附近。加拿大皇家银行分析师在最近的一份报告中写道：“在目前的水平上，这一指标表明投资者的仓位仍然相当乐观。”</blockquote></p><p> Optimistic positioningin U.S. stocks has been evident for months, helping the S&amp;P 500 charge to 54 records this year. But in a striking contrast from much of 2021, current positioning hasn’t been matched by sentiment surveys. Last week, for example, a survey from the American Association of Individual Investors showed that bullish sentiment among traders plunged to its lowest level since July of 2020. About 22% of individual investors reported that they expect stocks to rise over the next six months—down from a 2021 high of nearly 57% in April.</p><p><blockquote>几个月来，美国股市的乐观情绪一直很明显，帮助标普500今年创下54项纪录。但与2021年大部分时间形成鲜明对比的是，目前的定位并未与情绪调查相匹配。例如，上周美国个人投资者协会的一项调查显示，交易员的看涨情绪跌至2020年7月以来的最低水平。约22%的个人投资者表示，他们预计未来六个月股市将上涨，低于4月份近57%的2021年高点。</blockquote></p><p> Similar pessimism was recently captured in a survey by IHS Markit of 100 institutional investors employed by firms whose assets under management collectively total about $845 billion. That survey, conducted in September, found sinking risk appetite among the group, with more investors expecting returns to fall, rather than rise, over the next 30 days.</p><p><blockquote>IHS Markit最近对100名机构投资者进行的一项调查也发现了类似的悲观情绪，这些投资者受雇于管理资产总额约为8450亿美元的公司。这项于9月份进行的调查发现，该集团的风险偏好正在下降，更多投资者预计未来30天的回报将下降而不是上升。</blockquote></p><p> The disconnect between sentiment surveys and positioning data underscores a strange year in financial markets and the “complete divergence in terms of what’s in people’s heads and what they are actually doing,” said Lori Calvasina, head of U.S. equity strategy at RBC.</p><p><blockquote>加拿大皇家银行(RBC)美国股票策略主管洛里·卡尔瓦西纳(Lori Calvasina)表示，情绪调查和持仓数据之间的脱节凸显了金融市场奇怪的一年，以及“人们的想法和实际行为之间的完全分歧”。</blockquote></p><p> “I think we’ve seen high levels of nervousness emerge, but we haven’t seen high levels of fear emerge,” Ms. Calvasina continued. “Fear is what causes the positioning to come down. Nervousness causes them to move things around.”</p><p><blockquote>“我认为我们已经看到了高度紧张的出现，但我们还没有看到高度恐惧的出现，”卡尔瓦西纳女士继续说道。“恐惧是导致定位下降的原因。紧张导致他们移动东西。”</blockquote></p><p> For now, some investors say they have been using the continuing weakness to reallocate money into other sectors or strategize about plays later in the year. Mr. Lerner of Truist, for example, said that small-cap stocks are on his radar for the fourth quarter, in part because of the recent weakness of the group. “The setup is improving based on negative sentiment, attractive valuations and strong earnings trends,” he said.</p><p><blockquote>目前，一些投资者表示，他们一直在利用持续的疲软将资金重新分配到其他行业，或为今年晚些时候的投资制定策略。例如，Truist的勒纳先生表示，小盘股是他第四季度关注的焦点，部分原因是该集团最近的疲软。他表示：“基于负面情绪、有吸引力的估值和强劲的盈利趋势，该结构正在改善。”</blockquote></p><p> Meanwhile, recent data from a Bank of America Global Research survey showed that the average cash balance among fund managers now sits at 4.3%, only a slight increase from the 4.2% recorded the month before. Meanwhile, a net 50% of fund managers are overweight global equities.</p><p><blockquote>与此同时，美国银行全球研究调查的最新数据显示，基金经理的平均现金余额目前为4.3%，仅较上个月的4.2%略有上升。与此同时，净50%的基金经理是跑赢大盘全球股票。</blockquote></p><p></p><p> “One of the things that we’ve been talking about is this allocation toward equities, which seems like a very bullish outlook,” said David A. Jones, director of global investment strategy at BofA Securities. “But really, our feeling is that it’s a result of people having nowhere else to invest. With yields as low as they are and spreads as tight as they are, there is really no alternative.”</p><p><blockquote>美国银行证券全球投资策略总监戴维·A·琼斯(David A.Jones)表示：“我们一直在讨论的一件事是对股票的配置，这似乎是一个非常乐观的前景。”“但实际上，我们的感觉是，这是人们无处可投资的结果。收益率如此之低，利差如此之紧，确实别无选择。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stock-Market Tumble Hasn’t Quelled Optimism<blockquote>美国股市暴跌并没有平息乐观情绪</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stock-Market Tumble Hasn’t Quelled Optimism<blockquote>美国股市暴跌并没有平息乐观情绪</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-09-21 18:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Many traders continue to be bullish on stocks, even as sentiment surveys show growing pessimism.</b>  U.S. stocks are facing their most uncertain outlook since the Covid-19 pandemic sent the market tumbling last year. But many investors say there is no better place to be right now.</p><p><blockquote><b>尽管情绪调查显示悲观情绪与日俱增，但许多交易员仍继续看好股市。</b>美国股市正面临自去年Covid-19大流行导致市场暴跌以来最不确定的前景。但许多投资者表示，目前没有比这更好的地方了。</blockquote></p><p> Major U.S. stock indexes sank Monday, with theDow Jones Industrial Average losing more than 600 points, or 1.8%, asconcerns grew that a defaultby real-estate developer China Evergrande Group could spur a widespread retreat from riskier assets. Percolating worries about a slowdown in economic growth, ongoing supply-chain issues andrising deathstied to the Delta variant of the coronavirus added to the volatility.</p><p><blockquote>美国主要股指周一下跌，道琼斯工业平均指数下跌超过600点，跌幅1.8%，原因是人们越来越担心房地产开发商中国恒大集团违约可能会刺激投资者普遍撤离风险较高的资产。对经济增长放缓、持续的供应链问题以及冠状病毒德尔塔变异毒株死亡人数上升的担忧加剧了波动性。</blockquote></p><p> For months, investors have been bracing for apullback such as this, warning in some cases that the U.S. stock market had run up too far, too fast. But now, with the Dow down 3.9% month-to-date, some traders say they aren’t concerned.</p><p><blockquote>几个月来，投资者一直在为这样的回调做准备，在某些情况下警告说，美国股市上涨得太远、太快。但现在，随着道琼斯指数本月迄今下跌3.9%，一些交易员表示他们并不担心。</blockquote></p><p> “The short-term noise we’re dealing with does not change the fact that we think the economy is on solid footing and that equities still look attractive relative to other assets,” said Keith Lerner, co-chief investment officer at Truist Advisory Services. “We still think the primary market trend over the next 12 months is higher.”</p><p><blockquote>Truist Advisory联席首席投资官基思·勒纳(Keith Lerner)表示：“我们正在应对的短期噪音并没有改变我们认为经济基础稳固、股市相对于其他资产看起来仍然具有吸引力的事实。”服务。“我们仍然认为未来12个月的一级市场趋势更高。”</blockquote></p><p> That outlook matches the so-called TINA mantra that has carried the market higher for much of the past year, with many investors believing “there is no alternative” to stocks. With yields on other assets such as bonds hovering at such low levels, many investors have been willing to keep buying equities at record-high prices. Even amid the continuing pullback, some investors have said they are only tweaking their stock allocations and strategies rather than ditching equities in favor of other asset classes across the market.</p><p><blockquote>这种前景与所谓的蒂娜口头禅相匹配，该口头禅在过去一年的大部分时间里推动市场走高，许多投资者认为除了股票“别无选择”。由于债券等其他资产的收益率徘徊在如此低的水平，许多投资者愿意继续以创纪录的高价购买股票。即使在持续回调的情况下，一些投资者也表示，他们只是调整股票配置和策略，而不是放弃股票，转而投资整个市场的其他资产类别。</blockquote></p><p> Evidence of that mind-set has been apparent in recent stock positioning data, which suggest that investors expect further gains ahead. Last week, for example, data from fund-flow tracker EPFR showed that investors poured the largest amount of money into U.S. stock-focused mutual and exchange-traded funds since March. Their buying spree totaled a net $45.7 billion in the week ended Sept. 15—more than the previous five weeks combined.</p><p><blockquote>这种心态的证据在最近的股票仓位数据中显而易见，这表明投资者预计未来将进一步上涨。例如，上周资金流追踪机构EPFR的数据显示，投资者向以美国股票为重点的共同基金和交易所交易基金投入了自3月份以来最多的资金。截至9月15日当周，他们的疯狂购买总额为457亿美元，超过了前五周的总和。</blockquote></p><p> Similar sentiment has been visible in U.S. equity futures, where institutional investors’ bullish positioning continues to hover near all-time highs, according to an RBC Capital Markets analysis of data from the Commodity Futures Trading Commission. “At current levels,” RBC analysts wrote in a recent note, “this indicator is signaling that investor positioning remains quite euphoric.”</p><p><blockquote>根据加拿大皇家银行资本市场对商品期货交易委员会数据的分析，美国股指期货也出现了类似的情绪，机构投资者的看涨头寸继续徘徊在历史高点附近。加拿大皇家银行分析师在最近的一份报告中写道：“在目前的水平上，这一指标表明投资者的仓位仍然相当乐观。”</blockquote></p><p> Optimistic positioningin U.S. stocks has been evident for months, helping the S&amp;P 500 charge to 54 records this year. But in a striking contrast from much of 2021, current positioning hasn’t been matched by sentiment surveys. Last week, for example, a survey from the American Association of Individual Investors showed that bullish sentiment among traders plunged to its lowest level since July of 2020. About 22% of individual investors reported that they expect stocks to rise over the next six months—down from a 2021 high of nearly 57% in April.</p><p><blockquote>几个月来，美国股市的乐观情绪一直很明显，帮助标普500今年创下54项纪录。但与2021年大部分时间形成鲜明对比的是，目前的定位并未与情绪调查相匹配。例如，上周美国个人投资者协会的一项调查显示，交易员的看涨情绪跌至2020年7月以来的最低水平。约22%的个人投资者表示，他们预计未来六个月股市将上涨，低于4月份近57%的2021年高点。</blockquote></p><p> Similar pessimism was recently captured in a survey by IHS Markit of 100 institutional investors employed by firms whose assets under management collectively total about $845 billion. That survey, conducted in September, found sinking risk appetite among the group, with more investors expecting returns to fall, rather than rise, over the next 30 days.</p><p><blockquote>IHS Markit最近对100名机构投资者进行的一项调查也发现了类似的悲观情绪，这些投资者受雇于管理资产总额约为8450亿美元的公司。这项于9月份进行的调查发现，该集团的风险偏好正在下降，更多投资者预计未来30天的回报将下降而不是上升。</blockquote></p><p> The disconnect between sentiment surveys and positioning data underscores a strange year in financial markets and the “complete divergence in terms of what’s in people’s heads and what they are actually doing,” said Lori Calvasina, head of U.S. equity strategy at RBC.</p><p><blockquote>加拿大皇家银行(RBC)美国股票策略主管洛里·卡尔瓦西纳(Lori Calvasina)表示，情绪调查和持仓数据之间的脱节凸显了金融市场奇怪的一年，以及“人们的想法和实际行为之间的完全分歧”。</blockquote></p><p> “I think we’ve seen high levels of nervousness emerge, but we haven’t seen high levels of fear emerge,” Ms. Calvasina continued. “Fear is what causes the positioning to come down. Nervousness causes them to move things around.”</p><p><blockquote>“我认为我们已经看到了高度紧张的出现，但我们还没有看到高度恐惧的出现，”卡尔瓦西纳女士继续说道。“恐惧是导致定位下降的原因。紧张导致他们移动东西。”</blockquote></p><p> For now, some investors say they have been using the continuing weakness to reallocate money into other sectors or strategize about plays later in the year. Mr. Lerner of Truist, for example, said that small-cap stocks are on his radar for the fourth quarter, in part because of the recent weakness of the group. “The setup is improving based on negative sentiment, attractive valuations and strong earnings trends,” he said.</p><p><blockquote>目前，一些投资者表示，他们一直在利用持续的疲软将资金重新分配到其他行业，或为今年晚些时候的投资制定策略。例如，Truist的勒纳先生表示，小盘股是他第四季度关注的焦点，部分原因是该集团最近的疲软。他表示：“基于负面情绪、有吸引力的估值和强劲的盈利趋势，该结构正在改善。”</blockquote></p><p> Meanwhile, recent data from a Bank of America Global Research survey showed that the average cash balance among fund managers now sits at 4.3%, only a slight increase from the 4.2% recorded the month before. Meanwhile, a net 50% of fund managers are overweight global equities.</p><p><blockquote>与此同时，美国银行全球研究调查的最新数据显示，基金经理的平均现金余额目前为4.3%，仅较上个月的4.2%略有上升。与此同时，净50%的基金经理是跑赢大盘全球股票。</blockquote></p><p></p><p> “One of the things that we’ve been talking about is this allocation toward equities, which seems like a very bullish outlook,” said David A. Jones, director of global investment strategy at BofA Securities. “But really, our feeling is that it’s a result of people having nowhere else to invest. With yields as low as they are and spreads as tight as they are, there is really no alternative.”</p><p><blockquote>美国银行证券全球投资策略总监戴维·A·琼斯(David A.Jones)表示：“我们一直在讨论的一件事是对股票的配置，这似乎是一个非常乐观的前景。”“但实际上，我们的感觉是，这是人们无处可投资的结果。收益率如此之低，利差如此之紧，确实别无选择。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/u-s-stock-market-tumble-hasnt-quelled-optimism-11632216601?mod=rss_markets_main\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/u-s-stock-market-tumble-hasnt-quelled-optimism-11632216601?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163114123","content_text":"Many traders continue to be bullish on stocks, even as sentiment surveys show growing pessimism.\n\nU.S. stocks are facing their most uncertain outlook since the Covid-19 pandemic sent the market tumbling last year. But many investors say there is no better place to be right now.\nMajor U.S. stock indexes sank Monday, with theDow Jones Industrial Average losing more than 600 points, or 1.8%, asconcerns grew that a defaultby real-estate developer China Evergrande Group could spur a widespread retreat from riskier assets. Percolating worries about a slowdown in economic growth, ongoing supply-chain issues andrising deathstied to the Delta variant of the coronavirus added to the volatility.\nFor months, investors have been bracing for apullback such as this, warning in some cases that the U.S. stock market had run up too far, too fast. But now, with the Dow down 3.9% month-to-date, some traders say they aren’t concerned.\n“The short-term noise we’re dealing with does not change the fact that we think the economy is on solid footing and that equities still look attractive relative to other assets,” said Keith Lerner, co-chief investment officer at Truist Advisory Services. “We still think the primary market trend over the next 12 months is higher.”\nThat outlook matches the so-called TINA mantra that has carried the market higher for much of the past year, with many investors believing “there is no alternative” to stocks. With yields on other assets such as bonds hovering at such low levels, many investors have been willing to keep buying equities at record-high prices. Even amid the continuing pullback, some investors have said they are only tweaking their stock allocations and strategies rather than ditching equities in favor of other asset classes across the market.\nEvidence of that mind-set has been apparent in recent stock positioning data, which suggest that investors expect further gains ahead. Last week, for example, data from fund-flow tracker EPFR showed that investors poured the largest amount of money into U.S. stock-focused mutual and exchange-traded funds since March. Their buying spree totaled a net $45.7 billion in the week ended Sept. 15—more than the previous five weeks combined.\nSimilar sentiment has been visible in U.S. equity futures, where institutional investors’ bullish positioning continues to hover near all-time highs, according to an RBC Capital Markets analysis of data from the Commodity Futures Trading Commission. “At current levels,” RBC analysts wrote in a recent note, “this indicator is signaling that investor positioning remains quite euphoric.”\nOptimistic positioningin U.S. stocks has been evident for months, helping the S&P 500 charge to 54 records this year. But in a striking contrast from much of 2021, current positioning hasn’t been matched by sentiment surveys. Last week, for example, a survey from the American Association of Individual Investors showed that bullish sentiment among traders plunged to its lowest level since July of 2020. About 22% of individual investors reported that they expect stocks to rise over the next six months—down from a 2021 high of nearly 57% in April.\nSimilar pessimism was recently captured in a survey by IHS Markit of 100 institutional investors employed by firms whose assets under management collectively total about $845 billion. That survey, conducted in September, found sinking risk appetite among the group, with more investors expecting returns to fall, rather than rise, over the next 30 days.\nThe disconnect between sentiment surveys and positioning data underscores a strange year in financial markets and the “complete divergence in terms of what’s in people’s heads and what they are actually doing,” said Lori Calvasina, head of U.S. equity strategy at RBC.\n“I think we’ve seen high levels of nervousness emerge, but we haven’t seen high levels of fear emerge,” Ms. Calvasina continued. “Fear is what causes the positioning to come down. Nervousness causes them to move things around.”\nFor now, some investors say they have been using the continuing weakness to reallocate money into other sectors or strategize about plays later in the year. Mr. Lerner of Truist, for example, said that small-cap stocks are on his radar for the fourth quarter, in part because of the recent weakness of the group. “The setup is improving based on negative sentiment, attractive valuations and strong earnings trends,” he said.\nMeanwhile, recent data from a Bank of America Global Research survey showed that the average cash balance among fund managers now sits at 4.3%, only a slight increase from the 4.2% recorded the month before. Meanwhile, a net 50% of fund managers are overweight global equities.\n“One of the things that we’ve been talking about is this allocation toward equities, which seems like a very bullish outlook,” said David A. Jones, director of global investment strategy at BofA Securities. “But really, our feeling is that it’s a result of people having nowhere else to invest. With yields as low as they are and spreads as tight as they are, there is really no alternative.”","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892325864,"gmtCreate":1628640278458,"gmtModify":1631891959936,"author":{"id":"3558920222538997","authorId":"3558920222538997","name":"不是那么好割的小韭菜","avatar":"https://static.tigerbbs.com/904e087829710bbff7692246e238149c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558920222538997","authorIdStr":"3558920222538997"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/892325864","repostId":"1195651017","repostType":4,"repost":{"id":"1195651017","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":1628638405,"share":"https://www.laohu8.com/m/news/1195651017?lang=zh_CN&edition=full","pubTime":"2021-08-11 07:33","market":"us","language":"en","title":"Toplines After Hours US Market on Tuesday<blockquote>周二美国市场盘后顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195651017","media":"Tiger Newspress","summary":"U.S. stock index futures were flat during overnight trading on Tuesday, after the Dow and S&P 500 cl","content":"<p>U.S. stock index futures were flat during overnight trading on Tuesday, after the Dow and S&amp;P 500 closed at&nbsp;record highs&nbsp;following the Senate passing the$1 trillion infrastructure bill.</p><p><blockquote>美国股指期货周二隔夜交易中持平，此前道指和标普500在参议院通过1万亿美元基础设施法案后收于历史新高。</blockquote></p><p> Futures contracts tied to the <a href=\"https://laohu8.com/S/.DJI\">DJIA</a> were slightly higher. <a href=\"https://laohu8.com/S/.SPX\">S&amp;P 500</a> futures and Nasdaq 100 futures were flat.</p><p><blockquote>期货合约与<a href=\"https://laohu8.com/S/.DJI\">道琼斯</a>略高。<a href=\"https://laohu8.com/S/.SPX\">标普500</a>期货、纳斯达克100期货持平。</blockquote></p><p> At 7:30&nbsp;p.m. ET, Dow e-minis were down 14 points, or 0.04%, S&amp;P 500 e-minis were down 2.50 points, or 0.06%, and Nasdaq 100 e-minis were down 8.25 points, or 0.05%.<img src=\"https://static.tigerbbs.com/bb78d3b983aa4d779cf3b1bdc234bd42\" tg-width=\"1125\" tg-height=\"413\" referrerpolicy=\"no-referrer\"></p><p><blockquote>晚上七点半。ET，道指e-minis下跌14点，跌幅0.04%，标普500 e-minis下跌2.50点，跌幅0.06%，纳斯达克100 e-minis下跌8.25点，跌幅0.05%。</blockquote></p><p> <b>Stocks making the biggest moves after hours:</b></p><p><blockquote><b>盘后涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/WW\">Weight Watchers International Inc</a>&nbsp;23.2% LOWER; reported Q2 EPS of $0.12, which may not compare to the analyst estimate of $0.65. Revenue for the quarter came in at $311 million versus the consensus estimate of $337.1 million.</p><p><blockquote><a href=\"https://laohu8.com/S/WW\">慧俪轻体国际公司</a>23.降低2%；报告第二季度每股收益为0.12美元，可能无法与分析师预期的0.65美元相比。该季度营收为3.11亿美元，而市场普遍预期为3.371亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/UPST\">Upstart Holdings, Inc.</a> 17.9% HIGHER; reported Q2 EPS of $0.62, $0.37 better than the analyst estimate of $0.25. Revenue for the quarter came in at $194 million versus the consensus estimate of $157.76 million. Upstart Holdings sees Q3 2021 revenue of $205-215 million, versus the consensus of $161.6 million.</p><p><blockquote><a href=\"https://laohu8.com/S/UPST\">新贵控股公司。</a>高17.9%；报告第二季度每股收益为0.62美元，比分析师预期的0.25美元高出0.37美元。该季度营收为1.94亿美元，而市场普遍预期为1.5776亿美元。Upstart Holdings预计2021年第三季度收入为2.05-2.15亿美元，而市场普遍预期为1.616亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/ONTF\">ON24, Inc.</a> 14.9% LOWER; reported Q2 EPS of $0.04, $0.04 better than the analyst estimate of $0.00. Revenue for the quarter came in at $52.1 million versus the consensus estimate of $51.03 million. ON24, Inc. sees Q3 2021 EPS of ($0.09)-($0.07), versus the consensus of ($0.05). ON24, Inc. sees Q3 2021 revenue of $47.5-48.5 million, versus the consensus of $51.2 million. ON24, Inc. sees FY2021 EPS of ($0.13)-($0.06), versus the consensus of ($0.04). ON24, Inc. sees FY2021 revenue of $201.2-204.2 million, versus the consensus of $209.2 million.</p><p><blockquote><a href=\"https://laohu8.com/S/ONTF\">ON24公司。</a>下降14.9%；报告第二季度每股收益为0.04美元，比分析师预期的0.00美元好0.04美元。该季度营收为5210万美元，而市场普遍预期为5103万美元。ON24，Inc.预计2021年第三季度每股收益为（0.09美元）-（0.07美元），而市场普遍预期为（0.05美元）。ON24，Inc.预计2021年第三季度收入为4750-4850万美元，而市场普遍预期为5120万美元。ON24，Inc.预计2021财年每股收益为（0.13美元）-（0.06美元），而市场普遍预期为（0.04美元）。ON24，Inc.预计2021财年收入为2.012亿至2.042亿美元，而市场普遍预期为2.092亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/LPRO\">Open Lending Corporation</a> 18.2% HIGHER; reported Q2 EPS of $0.60, $0.43 better than the analyst estimate of $0.17. Revenue for the quarter came in at $61.1 million versus the consensus estimate of $48.98 million. Open Lending Corp. sees FY2021 revenue of $184-234 million, versus the consensus of $216 million.</p><p><blockquote><a href=\"https://laohu8.com/S/LPRO\">开放借贷公司</a>高18.2%；报告第二季度每股收益为0.60美元，比分析师预期的0.17美元好0.43美元。该季度营收为6110万美元，而市场普遍预期为4898万美元。Open Lending Corp.预计2021财年收入为1.84-2.34亿美元，而市场普遍预期为2.16亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a> 12.1% HIGHER; reported Q2 EPS of ($0.38), $0.12 better than the analyst estimate of ($0.50). Revenue for the quarter came in at $130.9 million versus the consensus estimate of $118.88 million. fuboTV Inc. sees Q3 2021 revenue of $140-144 million, versus the consensus of $126.9 million. fuboTV Inc. sees FY2021 revenue of $560-570 million, versus the consensus of $531.7 million.</p><p><blockquote><a href=\"https://laohu8.com/S/FUBO\">富波电视公司。</a>高12.1%；报告第二季度每股收益为（0.38美元），比分析师预期的（0.50美元）高出0.12美元。该季度营收为1.309亿美元，而市场普遍预期为1.1888亿美元。fuboTV Inc.预计2021年第三季度收入为140-1.44亿美元，而市场普遍预期为1.269亿美元。fuboTV Inc.预计2021财年收入为5.60-5.7亿美元，而市场普遍预期为5.317亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MRVI\">Maravai LifeSciences Holdings, Inc.</a> 7.4% HIGHER; reported Q2 EPS of $0.44, $0.13 better than the analyst estimate of $0.31. Revenue for the quarter came in at $217.8 million versus the consensus estimate of $192.29 million. Maravai LifeSciences sees FY2021 revenue of $745-770 million, versus the consensus of $709.65 million.</p><p><blockquote><a href=\"https://laohu8.com/S/MRVI\">马拉维生命科学控股公司。</a>高7.4%；报告第二季度每股收益为0.44美元，比分析师预期的0.31美元高出0.13美元。该季度营收为2.178亿美元，而市场普遍预期为1.9229亿美元。Maravai LifeSciences预计2021财年收入为7.45-7.7亿美元，而市场普遍预期为7.0965亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/TDUP\">ThredUp Inc.</a> 7.3% HIGHER; Another record-setting quarter with 27% year-over-year revenue growth</p><p><blockquote><a href=\"https://laohu8.com/S/TDUP\">ThredUp公司。</a>高7.3%；又一个创纪录的季度收入同比增长27%</blockquote></p><p> <a href=\"https://laohu8.com/S/GTES\">Gates Industrial Corp PLC</a> 6.2% LOWER; announced today that certain selling stockholders affiliated with The Blackstone Group Inc. have commenced a secondary offering of 25,000,000 of Gates' ordinary shares. In connection with the offering, the selling stockholders intend to grant to the underwriters a 30-day option to purchase up to 3,750,000 additional ordinary shares.</p><p><blockquote><a href=\"https://laohu8.com/S/GTES\">盖茨工业公司</a>下降6.2%；今天宣布，隶属于黑石集团公司的某些售股股东已开始二次发行25,000,000股盖茨普通股。就此次发行而言，售股股东打算向承销商授予30天的选择权，以购买最多3,750,000股额外普通股。</blockquote></p><p> <a href=\"https://laohu8.com/S/SKIN\">The Beauty Health Corp.</a> 5.3% HIGHER; reported Q2 EPS of ($1.52), versus ($0.30) reported last year. Revenue for the quarter came in at $66.5 million, versus $14.1 million reported last year.</p><p><blockquote><a href=\"https://laohu8.com/S/SKIN\">美容健康公司。</a>高5.3%；报告第二季度每股收益为（1.52美元），而去年报告为（0.30美元）。该季度收入为6650万美元，而去年为1410万美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MCFE\">McAfee Corp.</a> 3.8% HIGHER; reported Q2 EPS of $0.21, $0.03 better than the analyst estimate of $0.18. Revenue for the quarter came in at $467 million versus the consensus estimate of $433.99 million. McAfee Corp. sees Q3 2021 revenue of $461-467 million, versus the consensus of $442.8 million. McAfee Corp. sees FY2021 revenue of $1.84-1.85 billion, versus the consensus of $1.79 billion.</p><p><blockquote><a href=\"https://laohu8.com/S/MCFE\">迈克菲公司。</a>高3.8%；报告第二季度每股收益为0.21美元，比分析师预期的0.18美元高出0.03美元。该季度营收为4.67亿美元，而市场普遍预期为4.3399亿美元。McAfee Corp.预计2021年第三季度收入为4.61-4.67亿美元，而市场普遍预期为4.428亿美元。McAfee Corp.预计2021财年营收为18.4-18.5亿美元，而市场普遍预期为17.9亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/OLO\">Olo Inc.</a> 3.7% LOWER; reported Q2 EPS of $0.03, $0.02 better than the analyst estimate of $0.01. Revenue for the quarter came in at $35.9 million versus the consensus estimate of $34.03 million. Olo Inc. sees Q3 2021 revenue of $36-36.5 million, versus the consensus of $34.65 million. Olo Inc. sees FY2021 revenue of $144.7-145.7 million, versus the consensus of $140.78 million.</p><p><blockquote><a href=\"https://laohu8.com/S/OLO\">奥洛公司。</a>下降3.7%；报告第二季度每股收益为0.03美元，比分析师预期的0.01美元好0.02美元。该季度营收为3590万美元，而市场普遍预期为3403万美元。Olo Inc.预计2021年第三季度收入为36-3650万美元，而市场普遍预期为3465万美元。Olo Inc.预计2021财年收入为1.447亿至1.457亿美元，而市场普遍预期为1.4078亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/LU\">Lufax</a> 1.9% HIGHER;&nbsp;Morgan Stanley&nbsp;upgraded from Equalweight to Overweight with a price target of $13.00 (from $14.80).</p><p><blockquote><a href=\"https://laohu8.com/S/LU\">陆金所</a>高1.9%；大摩将评级从等权重上调至跑赢大盘，目标价为13.00美元（原14.80美元）。</blockquote></p><p></p><p> <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a> 0.7% HIGHER; reported Q2 EPS of $6.42, $4.18 better than the analyst estimate of $2.24. Revenue for the quarter came in at $2.23 billion versus the consensus estimate of $1.77 billion.</p><p><blockquote><a href=\"https://laohu8.com/S/COIN\">比特币基地全球公司。</a>高0.7%；报告第二季度每股收益为6.42美元，比分析师预期的2.24美元高出4.18美元。该季度营收为22.3亿美元，而市场普遍预期为17.7亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines After Hours US Market on Tuesday<blockquote>周二美国市场盘后顶线</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines After Hours US Market on Tuesday<blockquote>周二美国市场盘后顶线</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\">2021-08-11 07:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock index futures were flat during overnight trading on Tuesday, after the Dow and S&amp;P 500 closed at&nbsp;record highs&nbsp;following the Senate passing the$1 trillion infrastructure bill.</p><p><blockquote>美国股指期货周二隔夜交易中持平，此前道指和标普500在参议院通过1万亿美元基础设施法案后收于历史新高。</blockquote></p><p> Futures contracts tied to the <a href=\"https://laohu8.com/S/.DJI\">DJIA</a> were slightly higher. <a href=\"https://laohu8.com/S/.SPX\">S&amp;P 500</a> futures and Nasdaq 100 futures were flat.</p><p><blockquote>期货合约与<a href=\"https://laohu8.com/S/.DJI\">道琼斯</a>略高。<a href=\"https://laohu8.com/S/.SPX\">标普500</a>期货、纳斯达克100期货持平。</blockquote></p><p> At 7:30&nbsp;p.m. ET, Dow e-minis were down 14 points, or 0.04%, S&amp;P 500 e-minis were down 2.50 points, or 0.06%, and Nasdaq 100 e-minis were down 8.25 points, or 0.05%.<img src=\"https://static.tigerbbs.com/bb78d3b983aa4d779cf3b1bdc234bd42\" tg-width=\"1125\" tg-height=\"413\" referrerpolicy=\"no-referrer\"></p><p><blockquote>晚上七点半。ET，道指e-minis下跌14点，跌幅0.04%，标普500 e-minis下跌2.50点，跌幅0.06%，纳斯达克100 e-minis下跌8.25点，跌幅0.05%。</blockquote></p><p> <b>Stocks making the biggest moves after hours:</b></p><p><blockquote><b>盘后涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/WW\">Weight Watchers International Inc</a>&nbsp;23.2% LOWER; reported Q2 EPS of $0.12, which may not compare to the analyst estimate of $0.65. Revenue for the quarter came in at $311 million versus the consensus estimate of $337.1 million.</p><p><blockquote><a href=\"https://laohu8.com/S/WW\">慧俪轻体国际公司</a>23.降低2%；报告第二季度每股收益为0.12美元，可能无法与分析师预期的0.65美元相比。该季度营收为3.11亿美元，而市场普遍预期为3.371亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/UPST\">Upstart Holdings, Inc.</a> 17.9% HIGHER; reported Q2 EPS of $0.62, $0.37 better than the analyst estimate of $0.25. Revenue for the quarter came in at $194 million versus the consensus estimate of $157.76 million. Upstart Holdings sees Q3 2021 revenue of $205-215 million, versus the consensus of $161.6 million.</p><p><blockquote><a href=\"https://laohu8.com/S/UPST\">新贵控股公司。</a>高17.9%；报告第二季度每股收益为0.62美元，比分析师预期的0.25美元高出0.37美元。该季度营收为1.94亿美元，而市场普遍预期为1.5776亿美元。Upstart Holdings预计2021年第三季度收入为2.05-2.15亿美元，而市场普遍预期为1.616亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/ONTF\">ON24, Inc.</a> 14.9% LOWER; reported Q2 EPS of $0.04, $0.04 better than the analyst estimate of $0.00. Revenue for the quarter came in at $52.1 million versus the consensus estimate of $51.03 million. ON24, Inc. sees Q3 2021 EPS of ($0.09)-($0.07), versus the consensus of ($0.05). ON24, Inc. sees Q3 2021 revenue of $47.5-48.5 million, versus the consensus of $51.2 million. ON24, Inc. sees FY2021 EPS of ($0.13)-($0.06), versus the consensus of ($0.04). ON24, Inc. sees FY2021 revenue of $201.2-204.2 million, versus the consensus of $209.2 million.</p><p><blockquote><a href=\"https://laohu8.com/S/ONTF\">ON24公司。</a>下降14.9%；报告第二季度每股收益为0.04美元，比分析师预期的0.00美元好0.04美元。该季度营收为5210万美元，而市场普遍预期为5103万美元。ON24，Inc.预计2021年第三季度每股收益为（0.09美元）-（0.07美元），而市场普遍预期为（0.05美元）。ON24，Inc.预计2021年第三季度收入为4750-4850万美元，而市场普遍预期为5120万美元。ON24，Inc.预计2021财年每股收益为（0.13美元）-（0.06美元），而市场普遍预期为（0.04美元）。ON24，Inc.预计2021财年收入为2.012亿至2.042亿美元，而市场普遍预期为2.092亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/LPRO\">Open Lending Corporation</a> 18.2% HIGHER; reported Q2 EPS of $0.60, $0.43 better than the analyst estimate of $0.17. Revenue for the quarter came in at $61.1 million versus the consensus estimate of $48.98 million. Open Lending Corp. sees FY2021 revenue of $184-234 million, versus the consensus of $216 million.</p><p><blockquote><a href=\"https://laohu8.com/S/LPRO\">开放借贷公司</a>高18.2%；报告第二季度每股收益为0.60美元，比分析师预期的0.17美元好0.43美元。该季度营收为6110万美元，而市场普遍预期为4898万美元。Open Lending Corp.预计2021财年收入为1.84-2.34亿美元，而市场普遍预期为2.16亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a> 12.1% HIGHER; reported Q2 EPS of ($0.38), $0.12 better than the analyst estimate of ($0.50). Revenue for the quarter came in at $130.9 million versus the consensus estimate of $118.88 million. fuboTV Inc. sees Q3 2021 revenue of $140-144 million, versus the consensus of $126.9 million. fuboTV Inc. sees FY2021 revenue of $560-570 million, versus the consensus of $531.7 million.</p><p><blockquote><a href=\"https://laohu8.com/S/FUBO\">富波电视公司。</a>高12.1%；报告第二季度每股收益为（0.38美元），比分析师预期的（0.50美元）高出0.12美元。该季度营收为1.309亿美元，而市场普遍预期为1.1888亿美元。fuboTV Inc.预计2021年第三季度收入为140-1.44亿美元，而市场普遍预期为1.269亿美元。fuboTV Inc.预计2021财年收入为5.60-5.7亿美元，而市场普遍预期为5.317亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MRVI\">Maravai LifeSciences Holdings, Inc.</a> 7.4% HIGHER; reported Q2 EPS of $0.44, $0.13 better than the analyst estimate of $0.31. Revenue for the quarter came in at $217.8 million versus the consensus estimate of $192.29 million. Maravai LifeSciences sees FY2021 revenue of $745-770 million, versus the consensus of $709.65 million.</p><p><blockquote><a href=\"https://laohu8.com/S/MRVI\">马拉维生命科学控股公司。</a>高7.4%；报告第二季度每股收益为0.44美元，比分析师预期的0.31美元高出0.13美元。该季度营收为2.178亿美元，而市场普遍预期为1.9229亿美元。Maravai LifeSciences预计2021财年收入为7.45-7.7亿美元，而市场普遍预期为7.0965亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/TDUP\">ThredUp Inc.</a> 7.3% HIGHER; Another record-setting quarter with 27% year-over-year revenue growth</p><p><blockquote><a href=\"https://laohu8.com/S/TDUP\">ThredUp公司。</a>高7.3%；又一个创纪录的季度收入同比增长27%</blockquote></p><p> <a href=\"https://laohu8.com/S/GTES\">Gates Industrial Corp PLC</a> 6.2% LOWER; announced today that certain selling stockholders affiliated with The Blackstone Group Inc. have commenced a secondary offering of 25,000,000 of Gates' ordinary shares. In connection with the offering, the selling stockholders intend to grant to the underwriters a 30-day option to purchase up to 3,750,000 additional ordinary shares.</p><p><blockquote><a href=\"https://laohu8.com/S/GTES\">盖茨工业公司</a>下降6.2%；今天宣布，隶属于黑石集团公司的某些售股股东已开始二次发行25,000,000股盖茨普通股。就此次发行而言，售股股东打算向承销商授予30天的选择权，以购买最多3,750,000股额外普通股。</blockquote></p><p> <a href=\"https://laohu8.com/S/SKIN\">The Beauty Health Corp.</a> 5.3% HIGHER; reported Q2 EPS of ($1.52), versus ($0.30) reported last year. Revenue for the quarter came in at $66.5 million, versus $14.1 million reported last year.</p><p><blockquote><a href=\"https://laohu8.com/S/SKIN\">美容健康公司。</a>高5.3%；报告第二季度每股收益为（1.52美元），而去年报告为（0.30美元）。该季度收入为6650万美元，而去年为1410万美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MCFE\">McAfee Corp.</a> 3.8% HIGHER; reported Q2 EPS of $0.21, $0.03 better than the analyst estimate of $0.18. Revenue for the quarter came in at $467 million versus the consensus estimate of $433.99 million. McAfee Corp. sees Q3 2021 revenue of $461-467 million, versus the consensus of $442.8 million. McAfee Corp. sees FY2021 revenue of $1.84-1.85 billion, versus the consensus of $1.79 billion.</p><p><blockquote><a href=\"https://laohu8.com/S/MCFE\">迈克菲公司。</a>高3.8%；报告第二季度每股收益为0.21美元，比分析师预期的0.18美元高出0.03美元。该季度营收为4.67亿美元，而市场普遍预期为4.3399亿美元。McAfee Corp.预计2021年第三季度收入为4.61-4.67亿美元，而市场普遍预期为4.428亿美元。McAfee Corp.预计2021财年营收为18.4-18.5亿美元，而市场普遍预期为17.9亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/OLO\">Olo Inc.</a> 3.7% LOWER; reported Q2 EPS of $0.03, $0.02 better than the analyst estimate of $0.01. Revenue for the quarter came in at $35.9 million versus the consensus estimate of $34.03 million. Olo Inc. sees Q3 2021 revenue of $36-36.5 million, versus the consensus of $34.65 million. Olo Inc. sees FY2021 revenue of $144.7-145.7 million, versus the consensus of $140.78 million.</p><p><blockquote><a href=\"https://laohu8.com/S/OLO\">奥洛公司。</a>下降3.7%；报告第二季度每股收益为0.03美元，比分析师预期的0.01美元好0.02美元。该季度营收为3590万美元，而市场普遍预期为3403万美元。Olo Inc.预计2021年第三季度收入为36-3650万美元，而市场普遍预期为3465万美元。Olo Inc.预计2021财年收入为1.447亿至1.457亿美元，而市场普遍预期为1.4078亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/LU\">Lufax</a> 1.9% HIGHER;&nbsp;Morgan Stanley&nbsp;upgraded from Equalweight to Overweight with a price target of $13.00 (from $14.80).</p><p><blockquote><a href=\"https://laohu8.com/S/LU\">陆金所</a>高1.9%；大摩将评级从等权重上调至跑赢大盘，目标价为13.00美元（原14.80美元）。</blockquote></p><p></p><p> <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a> 0.7% HIGHER; reported Q2 EPS of $6.42, $4.18 better than the analyst estimate of $2.24. Revenue for the quarter came in at $2.23 billion versus the consensus estimate of $1.77 billion.</p><p><blockquote><a href=\"https://laohu8.com/S/COIN\">比特币基地全球公司。</a>高0.7%；报告第二季度每股收益为6.42美元，比分析师预期的2.24美元高出4.18美元。该季度营收为22.3亿美元，而市场普遍预期为17.7亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc.","MCFE":"McAfee Corp.","TDUP":"ThredUp Inc.","GTES":"Gates Industrial Corp PLC","WW":"WW International, Inc.","NDX":"纳斯达克100指数","SKIN":"The Beauty Health Corp.",".DJI":"道琼斯","FUBO":"fuboTV Inc.",".SPX":"S&P 500 Index","ONTF":"ON24, Inc.","OLO":"PowerShares DB Crude Oil Long ET","LU":"陆金所","MRVI":"Maravai LifeSciences Holdings, Inc.","COIN":"Coinbase Global, Inc.","LPRO":"Open Lending Corporation",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195651017","content_text":"U.S. stock index futures were flat during overnight trading on Tuesday, after the Dow and S&P 500 closed at record highs following the Senate passing the$1 trillion infrastructure bill.\nFutures contracts tied to the DJIA were slightly higher. S&P 500 futures and Nasdaq 100 futures were flat.\nAt 7:30 p.m. ET, Dow e-minis were down 14 points, or 0.04%, S&P 500 e-minis were down 2.50 points, or 0.06%, and Nasdaq 100 e-minis were down 8.25 points, or 0.05%.\nStocks making the biggest moves after hours:\nWeight Watchers International Inc 23.2% LOWER; reported Q2 EPS of $0.12, which may not compare to the analyst estimate of $0.65. Revenue for the quarter came in at $311 million versus the consensus estimate of $337.1 million.\nUpstart Holdings, Inc. 17.9% HIGHER; reported Q2 EPS of $0.62, $0.37 better than the analyst estimate of $0.25. Revenue for the quarter came in at $194 million versus the consensus estimate of $157.76 million. Upstart Holdings sees Q3 2021 revenue of $205-215 million, versus the consensus of $161.6 million.\nON24, Inc. 14.9% LOWER; reported Q2 EPS of $0.04, $0.04 better than the analyst estimate of $0.00. Revenue for the quarter came in at $52.1 million versus the consensus estimate of $51.03 million. ON24, Inc. sees Q3 2021 EPS of ($0.09)-($0.07), versus the consensus of ($0.05). ON24, Inc. sees Q3 2021 revenue of $47.5-48.5 million, versus the consensus of $51.2 million. ON24, Inc. sees FY2021 EPS of ($0.13)-($0.06), versus the consensus of ($0.04). ON24, Inc. sees FY2021 revenue of $201.2-204.2 million, versus the consensus of $209.2 million.\nOpen Lending Corporation 18.2% HIGHER; reported Q2 EPS of $0.60, $0.43 better than the analyst estimate of $0.17. Revenue for the quarter came in at $61.1 million versus the consensus estimate of $48.98 million. Open Lending Corp. sees FY2021 revenue of $184-234 million, versus the consensus of $216 million.\nfuboTV Inc. 12.1% HIGHER; reported Q2 EPS of ($0.38), $0.12 better than the analyst estimate of ($0.50). Revenue for the quarter came in at $130.9 million versus the consensus estimate of $118.88 million. fuboTV Inc. sees Q3 2021 revenue of $140-144 million, versus the consensus of $126.9 million. fuboTV Inc. sees FY2021 revenue of $560-570 million, versus the consensus of $531.7 million.\nMaravai LifeSciences Holdings, Inc. 7.4% HIGHER; reported Q2 EPS of $0.44, $0.13 better than the analyst estimate of $0.31. Revenue for the quarter came in at $217.8 million versus the consensus estimate of $192.29 million. Maravai LifeSciences sees FY2021 revenue of $745-770 million, versus the consensus of $709.65 million.\nThredUp Inc. 7.3% HIGHER; Another record-setting quarter with 27% year-over-year revenue growth\nGates Industrial Corp PLC 6.2% LOWER; announced today that certain selling stockholders affiliated with The Blackstone Group Inc. have commenced a secondary offering of 25,000,000 of Gates' ordinary shares. In connection with the offering, the selling stockholders intend to grant to the underwriters a 30-day option to purchase up to 3,750,000 additional ordinary shares.\nThe Beauty Health Corp. 5.3% HIGHER; reported Q2 EPS of ($1.52), versus ($0.30) reported last year. Revenue for the quarter came in at $66.5 million, versus $14.1 million reported last year.\nMcAfee Corp. 3.8% HIGHER; reported Q2 EPS of $0.21, $0.03 better than the analyst estimate of $0.18. Revenue for the quarter came in at $467 million versus the consensus estimate of $433.99 million. McAfee Corp. sees Q3 2021 revenue of $461-467 million, versus the consensus of $442.8 million. McAfee Corp. sees FY2021 revenue of $1.84-1.85 billion, versus the consensus of $1.79 billion.\nOlo Inc. 3.7% LOWER; reported Q2 EPS of $0.03, $0.02 better than the analyst estimate of $0.01. Revenue for the quarter came in at $35.9 million versus the consensus estimate of $34.03 million. Olo Inc. sees Q3 2021 revenue of $36-36.5 million, versus the consensus of $34.65 million. Olo Inc. sees FY2021 revenue of $144.7-145.7 million, versus the consensus of $140.78 million.\nLufax 1.9% HIGHER; Morgan Stanley upgraded from Equalweight to Overweight with a price target of $13.00 (from $14.80).\nCoinbase Global, Inc. 0.7% HIGHER; reported Q2 EPS of $6.42, $4.18 better than the analyst estimate of $2.24. Revenue for the quarter came in at $2.23 billion versus the consensus estimate of $1.77 billion.","news_type":1,"symbols_score_info":{"ONTF":0.9,".SPX":0.9,"OLO":0.9,"LU":0.9,"LPRO":0.9,"WW":0.9,"MRVI":0.9,"NDX":0.9,"COIN":0.9,".IXIC":0.9,"SKIN":0.9,"MCFE":0.9,"TDUP":0.9,"UPST":0.9,"GTES":0.9,"FUBO":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}