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Joker29
2021-11-18
$Kulicke & Soffa(KLIC)$
ccounting on you! it's tonight
Joker29
2021-01-28
$Tiger Brokers(TIGR)$
TD and RH stopped all reddits ticker? Our Chinese brothers, let's pump this tgt? [微笑]
Joker29
2021-12-06
Wow
Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>
Joker29
2021-10-29
$Tiger Brokers(TIGR)$
Bankruptcy = deposited funds gone?
Joker29
2021-02-04
$AMC Entertainment(AMC)$
Get us to the moon!
Joker29
2021-12-09
$Kulicke & Soffa(KLIC)$
crossing 52 week high tonight ? 💎 🙌
Joker29
2021-02-02
$Tiger Brokers(TIGR)$
$20 tonight?
Joker29
2021-12-21
Wow!
Micron Technology shares jumped more than 7% in premarket trading<blockquote>美光科技股价在盘前交易中上涨超过7%</blockquote>
Joker29
2021-10-22
$Digital World Acquisition Corp(DWAC)$
Time to take profit? not hitting $100 tonight
Joker29
2021-06-16
$Sundial Growers Inc.(SNDL)$
ite the end :(
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height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Novavax Shares Jumped 3% in Morning Trading<blockquote>Novavax 股价早盘上涨 3%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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\">\nNovavax Shares Jumped 3% in Morning Trading<blockquote>Novavax 股价早盘上涨 3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-28 22:44</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Novavax shares jumped 3% in morning trading.The stock plunged nearly 11% yesterday.</p><p><blockquote>Novavax 股价在早盘交易中上涨 3%。该股昨天暴跌近11%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d7f50d71385e7262972c51f222a641a6\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150918555","content_text":"Novavax shares jumped 3% in morning trading.The stock plunged nearly 11% yesterday.","news_type":1,"symbols_score_info":{"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":4172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696288779,"gmtCreate":1640703190452,"gmtModify":1640703190664,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696288779","repostId":"1118096605","repostType":4,"isVote":1,"tweetType":1,"viewCount":3002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698525128,"gmtCreate":1640474735397,"gmtModify":1640474735645,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"Yes yes yes ","listText":"Yes yes yes ","text":"Yes yes yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698525128","repostId":"691306806","repostType":1,"repost":{"id":691306806,"gmtCreate":1640132733319,"gmtModify":1640132859275,"author":{"id":"3581082207694869","authorId":"3581082207694869","name":"1ccffd8e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581082207694869","authorIdStr":"3581082207694869"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>long term stock","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>long term stock","text":"$Palantir Technologies Inc.(PLTR)$long term stock","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691306806","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698357328,"gmtCreate":1640309886444,"gmtModify":1640309887226,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698357328","repostId":"1128727196","repostType":4,"repost":{"id":"1128727196","kind":"news","pubTimestamp":1640305733,"share":"https://www.laohunote.com/m/news/1128727196?lang=zh_CN&edition=full","pubTime":"2021-12-24 08:28","market":"us","language":"en","title":"Down Over 25% From Their Highs, Are Lucid, Rivian, Nio, and Tesla Buys for 2022?<blockquote>Lucid、Rivian、蔚来和特斯拉会在2022年购买吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128727196","media":"Motley Fool","summary":"These electric vehicle stocks are on sale, but that doesn't mean all are buys.","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Lucid and Rivian are unproven but have a lot of potential.</li> <li>Nio is down big from its high but just gave investors a jolt on Nio Day.</li> <li>Tesla has a high valuation but is in its best shape ever.</li> </ul> December has so far been a wild month as the major indices routinely make big moves each day. While some stocks are hovering around their all-time highs, many growth stocks are actually down a lot for the year, and some are close to their 52-week lows.</p><p><blockquote><ul><li>Lucid和Rivian尚未得到证实,但有很大的潜力。</li><li>蔚来较高点大幅下跌,但在蔚来日给投资者带来了冲击。</li><li>特斯拉估值很高,但处于有史以来最好的状态。</li></ul>到目前为止,12月是一个疯狂的月份,因为主要股指每天都有大幅波动。虽然一些股票在历史高点附近徘徊,但许多成长型股票实际上今年下跌了很多,有些股票接近 52 周低点。</blockquote></p><p> <b>Lucid Group</b>(NASDAQ:LCID),<b>Rivian Automotive</b>(NASDAQ:RIVN),<b>Nio</b>(NYSE:NIO), and <b>Tesla</b>(NASDAQ:TSLA) are four high-profile electric vehicle (EV) stocks that are all down 25% or more from their highs. Here's the lowdown on each, as well as the best one to buy now.</p><p><blockquote><b>Lucid集团</b>(纳斯达克代码:LCID),<b>Rivian汽车</b>(纳斯达克股票代码:RIVN)<b>蔚来</b>(纽约证券交易所股票代码:NIO),以及<b>特斯拉</b>(纳斯达克股票代码:TSLA)是四只备受瞩目的电动汽车 (EV) 股票,均较高点下跌 25% 或更多。以下是每种产品的内幕,以及现在最值得购买的产品。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a625e7f56da175a14e5d6cbfcdce47c\" tg-width=\"2000\" tg-height=\"1000\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: NIO.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:蔚来。</span></p></blockquote></p><p> <b>Lucid has some serious upside</b></p><p><blockquote><b>Lucid 有一些很大的优势</b></blockquote></p><p> Share prices of Lucid Group are down 38% from their high as the up-and-coming electric sedan company faces what should be a challenging 2022. Lucid delivered on its promises in 2021 by expanding its manufacturing facility, going public and raising cash, entering mass production, and starting customer deliveries. Yet recent events, most notably a U.S. Securities and Exchange Commission (SEC) request for documents that was issued on Dec. 3 and a controversial senior note offering, have taken a toll on Lucid stock of late.</p><p><blockquote>Lucid Group 的股价较高点下跌了 38%,这家新兴电动轿车公司面临着充满挑战的 2022 年。Lucid 在 2021 年兑现了其承诺,扩大了制造工厂、上市并筹集了现金、进入大规模生产并开始向客户交付。然而,最近发生的事件,最引人注目的是美国证券交易委员会 (SEC) 于 12 月 3 日发布的文件要求以及有争议的优先票据发行,最近对 Lucid 的股价造成了影响。</blockquote></p><p> Despite the bad press, there's reason to believe Lucid could be a great stock to own over the long term. The timing of the senior note offering was fantastic for Lucid, which valued its stock at $54.78 per share (a 37% premium to its share price at the time of this writing). It also gives the company the cash needed to accelerate production, expand manufacturing capacity, and meet a customer demand that currently sits at over 17,000 reservations. Given its incredible battery technology, Lucid could become a staple in the luxury sedan market over time.</p><p><blockquote>尽管有负面报道,但有理由相信 Lucid 可能是一只值得长期持有的优秀股票。对于 Lucid 来说,发行优先票据的时机非常好,该公司的股票估值为每股 54.78 美元(比撰写本文时的股价溢价 37%)。它还为公司提供了加快生产、扩大产能和满足目前超过 17,000 个预订的客户需求所需的现金。鉴于其令人难以置信的电池技术,随着时间的推移,Lucid 可能会成为豪华轿车市场的主要产品。</blockquote></p><p> <b>Rivian isn't worth $86 billion...yet</b></p><p><blockquote><b>Rivian还不值 860 亿美元……还没有</b></blockquote></p><p> Rivian has seen its stock sink as the honeymoon period after its initial public offering (IPO) draws to a close. In fact, Rivian's share price fell over 10% on Dec. 17 after the company reported its Q3 2021 earnings, which was its first report as a public company. Lower-than-expected customer deliveries, wider-than-expected losses, and the harsh reality that it's going to take a lot of money to grow its manufacturing and charging network to the size Rivian hopes added up to an overall disappointing quarter. However, Rivian's reservation numbers are growing at a breakneck pace -- quite a bit faster than Lucid's, in fact. However, until Rivian is able to set goals and then meet or exceed them, it's hard to trust the company's trajectory, let alone value Rivian at $86 billion.</p><p><blockquote>随着首次公开募股 (IPO) 后的蜜月期接近尾声,Rivian的股价下跌。事实上,Rivian 公布 2021 年第三季度财报后,其股价在 12 月 17 日下跌超过 10%,这是其作为上市公司的第一份财报。低于预期的客户交付量、超出预期的亏损,以及需要大量资金才能将其制造和充电网络扩大到Rivian希望的规模的严酷现实,加在一起,导致了一个总体令人失望的季度。然而,Rivian 的预订数量正在以惊人的速度增长——事实上,比 Lucid 的要快得多。然而,在Rivian能够设定目标并达到或超过目标之前,很难相信该公司的发展轨迹,更不用说Rivian 860亿美元的估值了。</blockquote></p><p> <b>Down but not out</b></p><p><blockquote><b>向下但未向外</b></blockquote></p><p> No stock on this list is further off its high than Chinese automaker Nio, which got gut-punched with a 55% drawdown and is now hovering right around its 52-week low.</p><p><blockquote>这份名单上没有一只股票比中国汽车制造商蔚来更偏离其高点,该公司股价下跌了 55%,目前徘徊在 52 周低点附近。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3055b147aea5ec316e8f30352bbd489d\" tg-width=\"720\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>LCID DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的LCID数据</span></p></blockquote></p><p> It wasn't long ago that Nio was getting the same buzz Lucid and Rivian have received the last few months. But lately, it's found itself outside the limelight, or briefly in it for negative reasons.</p><p><blockquote>就在不久前,蔚来还获得了与 Lucid 和Rivian在过去几个月相同的关注。但最近,它发现自己处于聚光灯之外,或者因为负面的原因而短暂地出现在聚光灯下。</blockquote></p><p> Nio has been mass-producing electric cars for a few years now and is becoming an established player in the space.Inconsistent production numbers, and an uncertain growth plan in Europe are all headwinds facing Nio right now. What's more, the SEC is tightening its grip on foreign companies like Nio.</p><p><blockquote>蔚来大规模生产电动汽车已经有几年了,并且正在成为该领域的老牌参与者。不一致的生产数字和不确定的欧洲增长计划都是蔚来目前面临的阻力。更重要的是,美国证券交易委员会正在加强对蔚来等外国公司的控制。</blockquote></p><p> However, Nio held its highly anticipated Nio Day on Dec. 18, unveiling its new ET5 midsize sedan and making various announcements. Nio is showing no shortage of innovation and could be a great long-term winner.</p><p><blockquote>然而,蔚来于 12 月 18 日举行了备受期待的蔚来日,推出了新款 ET5 中型轿车并发布了各种公告。蔚来并不缺乏创新,可能会成为一个伟大的长期赢家。</blockquote></p><p> <b>Firing on all electric motors</b></p><p><blockquote><b>所有电动机点火</b></blockquote></p><p> Tesla is down \"just\" 25% from its high as investors grapple with valuation concerns for many growth stocks. Tesla isn't the same unprofitable and streaky company it once was, but it is priced to perfection at a 22.5 price-to-sales (P/S) ratio and a 301.8 price-to-earnings (P/E) ratio.</p><p><blockquote>由于投资者正在努力应对许多成长型股票的估值担忧,特斯拉股价较高点“仅”下跌了 25%。特斯拉不再是以前那家无利可图、不稳定的公司,但它的定价非常完美,市销率为 22.5,市盈率为 301.8。</blockquote></p><p> Despite the sky-high valuation,there's a lot to like about Tesla the company. Its industry-leading operating margin, impressive growth, diverse business, and market-leading position in the growing EV industry are reasons to like the company for years to come.</p><p><blockquote>尽管估值很高,但特斯拉公司有很多值得喜欢的地方。其行业领先的营业利润率、令人印象深刻的增长、多元化的业务以及在不断增长的电动汽车行业中的市场领先地位是未来几年喜欢该公司的原因。</blockquote></p><p> <b>An EV basket for 2022</b></p><p><blockquote><b>2022 年电动汽车篮子</b></blockquote></p><p></p><p> Two ways to approach the sell-off in top-tier EV stocks are the basket strategy and the wait-and-see strategy. Investing in, say, a 50/50 split of Lucid and Tesla, or even an equal split of all four companies on this list, gives exposure to multiple aspects of the market while limiting the damage any single company can inflict on your portfolio.</p><p><blockquote>应对顶级电动汽车股票抛售的两种方法是篮子策略和观望策略。比如说,投资于Lucid和特斯拉50/50的股份,甚至是名单上所有四家公司的均等股份,可以接触到市场的多个方面,同时限制任何一家公司对你的投资组合造成的损害。</blockquote></p><p> However, there's a good chance that we are years away from consistent profitability from Lucid, Rivian, or Nio. For many investors, simply waiting for the EV space to mature and then picking a winner may leave some money on the table, but it could be a safer and still rewarding bet.</p><p><blockquote>然而,我们很有可能距离 Lucid、Rivian或蔚来的持续盈利还需要数年时间。对于许多投资者来说,简单地等待电动汽车领域成熟,然后选出赢家可能会留下一些钱,但这可能是一个更安全且仍然有回报的赌注。</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>Down Over 25% From Their Highs, Are Lucid, Rivian, Nio, and Tesla Buys for 2022?<blockquote>Lucid、Rivian、蔚来和特斯拉会在2022年购买吗?</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\">\nDown Over 25% From Their Highs, Are Lucid, Rivian, Nio, and Tesla Buys for 2022?<blockquote>Lucid、Rivian、蔚来和特斯拉会在2022年购买吗?</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\">2021-12-24 08:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Lucid and Rivian are unproven but have a lot of potential.</li> <li>Nio is down big from its high but just gave investors a jolt on Nio Day.</li> <li>Tesla has a high valuation but is in its best shape ever.</li> </ul> December has so far been a wild month as the major indices routinely make big moves each day. While some stocks are hovering around their all-time highs, many growth stocks are actually down a lot for the year, and some are close to their 52-week lows.</p><p><blockquote><ul><li>Lucid和Rivian尚未得到证实,但有很大的潜力。</li><li>蔚来较高点大幅下跌,但在蔚来日给投资者带来了冲击。</li><li>特斯拉估值很高,但处于有史以来最好的状态。</li></ul>到目前为止,12月是一个疯狂的月份,因为主要股指每天都有大幅波动。虽然一些股票在历史高点附近徘徊,但许多成长型股票实际上今年下跌了很多,有些股票接近 52 周低点。</blockquote></p><p> <b>Lucid Group</b>(NASDAQ:LCID),<b>Rivian Automotive</b>(NASDAQ:RIVN),<b>Nio</b>(NYSE:NIO), and <b>Tesla</b>(NASDAQ:TSLA) are four high-profile electric vehicle (EV) stocks that are all down 25% or more from their highs. Here's the lowdown on each, as well as the best one to buy now.</p><p><blockquote><b>Lucid集团</b>(纳斯达克代码:LCID),<b>Rivian汽车</b>(纳斯达克股票代码:RIVN)<b>蔚来</b>(纽约证券交易所股票代码:NIO),以及<b>特斯拉</b>(纳斯达克股票代码:TSLA)是四只备受瞩目的电动汽车 (EV) 股票,均较高点下跌 25% 或更多。以下是每种产品的内幕,以及现在最值得购买的产品。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a625e7f56da175a14e5d6cbfcdce47c\" tg-width=\"2000\" tg-height=\"1000\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: NIO.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:蔚来。</span></p></blockquote></p><p> <b>Lucid has some serious upside</b></p><p><blockquote><b>Lucid 有一些很大的优势</b></blockquote></p><p> Share prices of Lucid Group are down 38% from their high as the up-and-coming electric sedan company faces what should be a challenging 2022. Lucid delivered on its promises in 2021 by expanding its manufacturing facility, going public and raising cash, entering mass production, and starting customer deliveries. Yet recent events, most notably a U.S. Securities and Exchange Commission (SEC) request for documents that was issued on Dec. 3 and a controversial senior note offering, have taken a toll on Lucid stock of late.</p><p><blockquote>Lucid Group 的股价较高点下跌了 38%,这家新兴电动轿车公司面临着充满挑战的 2022 年。Lucid 在 2021 年兑现了其承诺,扩大了制造工厂、上市并筹集了现金、进入大规模生产并开始向客户交付。然而,最近发生的事件,最引人注目的是美国证券交易委员会 (SEC) 于 12 月 3 日发布的文件要求以及有争议的优先票据发行,最近对 Lucid 的股价造成了影响。</blockquote></p><p> Despite the bad press, there's reason to believe Lucid could be a great stock to own over the long term. The timing of the senior note offering was fantastic for Lucid, which valued its stock at $54.78 per share (a 37% premium to its share price at the time of this writing). It also gives the company the cash needed to accelerate production, expand manufacturing capacity, and meet a customer demand that currently sits at over 17,000 reservations. Given its incredible battery technology, Lucid could become a staple in the luxury sedan market over time.</p><p><blockquote>尽管有负面报道,但有理由相信 Lucid 可能是一只值得长期持有的优秀股票。对于 Lucid 来说,发行优先票据的时机非常好,该公司的股票估值为每股 54.78 美元(比撰写本文时的股价溢价 37%)。它还为公司提供了加快生产、扩大产能和满足目前超过 17,000 个预订的客户需求所需的现金。鉴于其令人难以置信的电池技术,随着时间的推移,Lucid 可能会成为豪华轿车市场的主要产品。</blockquote></p><p> <b>Rivian isn't worth $86 billion...yet</b></p><p><blockquote><b>Rivian还不值 860 亿美元……还没有</b></blockquote></p><p> Rivian has seen its stock sink as the honeymoon period after its initial public offering (IPO) draws to a close. In fact, Rivian's share price fell over 10% on Dec. 17 after the company reported its Q3 2021 earnings, which was its first report as a public company. Lower-than-expected customer deliveries, wider-than-expected losses, and the harsh reality that it's going to take a lot of money to grow its manufacturing and charging network to the size Rivian hopes added up to an overall disappointing quarter. However, Rivian's reservation numbers are growing at a breakneck pace -- quite a bit faster than Lucid's, in fact. However, until Rivian is able to set goals and then meet or exceed them, it's hard to trust the company's trajectory, let alone value Rivian at $86 billion.</p><p><blockquote>随着首次公开募股 (IPO) 后的蜜月期接近尾声,Rivian的股价下跌。事实上,Rivian 公布 2021 年第三季度财报后,其股价在 12 月 17 日下跌超过 10%,这是其作为上市公司的第一份财报。低于预期的客户交付量、超出预期的亏损,以及需要大量资金才能将其制造和充电网络扩大到Rivian希望的规模的严酷现实,加在一起,导致了一个总体令人失望的季度。然而,Rivian 的预订数量正在以惊人的速度增长——事实上,比 Lucid 的要快得多。然而,在Rivian能够设定目标并达到或超过目标之前,很难相信该公司的发展轨迹,更不用说Rivian 860亿美元的估值了。</blockquote></p><p> <b>Down but not out</b></p><p><blockquote><b>向下但未向外</b></blockquote></p><p> No stock on this list is further off its high than Chinese automaker Nio, which got gut-punched with a 55% drawdown and is now hovering right around its 52-week low.</p><p><blockquote>这份名单上没有一只股票比中国汽车制造商蔚来更偏离其高点,该公司股价下跌了 55%,目前徘徊在 52 周低点附近。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3055b147aea5ec316e8f30352bbd489d\" tg-width=\"720\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>LCID DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的LCID数据</span></p></blockquote></p><p> It wasn't long ago that Nio was getting the same buzz Lucid and Rivian have received the last few months. But lately, it's found itself outside the limelight, or briefly in it for negative reasons.</p><p><blockquote>就在不久前,蔚来还获得了与 Lucid 和Rivian在过去几个月相同的关注。但最近,它发现自己处于聚光灯之外,或者因为负面的原因而短暂地出现在聚光灯下。</blockquote></p><p> Nio has been mass-producing electric cars for a few years now and is becoming an established player in the space.Inconsistent production numbers, and an uncertain growth plan in Europe are all headwinds facing Nio right now. What's more, the SEC is tightening its grip on foreign companies like Nio.</p><p><blockquote>蔚来大规模生产电动汽车已经有几年了,并且正在成为该领域的老牌参与者。不一致的生产数字和不确定的欧洲增长计划都是蔚来目前面临的阻力。更重要的是,美国证券交易委员会正在加强对蔚来等外国公司的控制。</blockquote></p><p> However, Nio held its highly anticipated Nio Day on Dec. 18, unveiling its new ET5 midsize sedan and making various announcements. Nio is showing no shortage of innovation and could be a great long-term winner.</p><p><blockquote>然而,蔚来于 12 月 18 日举行了备受期待的蔚来日,推出了新款 ET5 中型轿车并发布了各种公告。蔚来并不缺乏创新,可能会成为一个伟大的长期赢家。</blockquote></p><p> <b>Firing on all electric motors</b></p><p><blockquote><b>所有电动机点火</b></blockquote></p><p> Tesla is down \"just\" 25% from its high as investors grapple with valuation concerns for many growth stocks. Tesla isn't the same unprofitable and streaky company it once was, but it is priced to perfection at a 22.5 price-to-sales (P/S) ratio and a 301.8 price-to-earnings (P/E) ratio.</p><p><blockquote>由于投资者正在努力应对许多成长型股票的估值担忧,特斯拉股价较高点“仅”下跌了 25%。特斯拉不再是以前那家无利可图、不稳定的公司,但它的定价非常完美,市销率为 22.5,市盈率为 301.8。</blockquote></p><p> Despite the sky-high valuation,there's a lot to like about Tesla the company. Its industry-leading operating margin, impressive growth, diverse business, and market-leading position in the growing EV industry are reasons to like the company for years to come.</p><p><blockquote>尽管估值很高,但特斯拉公司有很多值得喜欢的地方。其行业领先的营业利润率、令人印象深刻的增长、多元化的业务以及在不断增长的电动汽车行业中的市场领先地位是未来几年喜欢该公司的原因。</blockquote></p><p> <b>An EV basket for 2022</b></p><p><blockquote><b>2022 年电动汽车篮子</b></blockquote></p><p></p><p> Two ways to approach the sell-off in top-tier EV stocks are the basket strategy and the wait-and-see strategy. Investing in, say, a 50/50 split of Lucid and Tesla, or even an equal split of all four companies on this list, gives exposure to multiple aspects of the market while limiting the damage any single company can inflict on your portfolio.</p><p><blockquote>应对顶级电动汽车股票抛售的两种方法是篮子策略和观望策略。比如说,投资于Lucid和特斯拉50/50的股份,甚至是名单上所有四家公司的均等股份,可以接触到市场的多个方面,同时限制任何一家公司对你的投资组合造成的损害。</blockquote></p><p> However, there's a good chance that we are years away from consistent profitability from Lucid, Rivian, or Nio. For many investors, simply waiting for the EV space to mature and then picking a winner may leave some money on the table, but it could be a safer and still rewarding bet.</p><p><blockquote>然而,我们很有可能距离 Lucid、Rivian或蔚来的持续盈利还需要数年时间。对于许多投资者来说,简单地等待电动汽车领域成熟,然后选出赢家可能会留下一些钱,但这可能是一个更安全且仍然有回报的赌注。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/23/down-over-25-from-their-highs-are-lucid-rivian-nio/\">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":{"NIO":"蔚来","TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/12/23/down-over-25-from-their-highs-are-lucid-rivian-nio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128727196","content_text":"Key Points\n\nLucid and Rivian are unproven but have a lot of potential.\nNio is down big from its high but just gave investors a jolt on Nio Day.\nTesla has a high valuation but is in its best shape ever.\n\nDecember has so far been a wild month as the major indices routinely make big moves each day. While some stocks are hovering around their all-time highs, many growth stocks are actually down a lot for the year, and some are close to their 52-week lows.\nLucid Group(NASDAQ:LCID),Rivian Automotive(NASDAQ:RIVN),Nio(NYSE:NIO), and Tesla(NASDAQ:TSLA) are four high-profile electric vehicle (EV) stocks that are all down 25% or more from their highs. Here's the lowdown on each, as well as the best one to buy now.\nIMAGE SOURCE: NIO.\nLucid has some serious upside\nShare prices of Lucid Group are down 38% from their high as the up-and-coming electric sedan company faces what should be a challenging 2022. Lucid delivered on its promises in 2021 by expanding its manufacturing facility, going public and raising cash, entering mass production, and starting customer deliveries. Yet recent events, most notably a U.S. Securities and Exchange Commission (SEC) request for documents that was issued on Dec. 3 and a controversial senior note offering, have taken a toll on Lucid stock of late.\nDespite the bad press, there's reason to believe Lucid could be a great stock to own over the long term. The timing of the senior note offering was fantastic for Lucid, which valued its stock at $54.78 per share (a 37% premium to its share price at the time of this writing). It also gives the company the cash needed to accelerate production, expand manufacturing capacity, and meet a customer demand that currently sits at over 17,000 reservations. Given its incredible battery technology, Lucid could become a staple in the luxury sedan market over time.\nRivian isn't worth $86 billion...yet\nRivian has seen its stock sink as the honeymoon period after its initial public offering (IPO) draws to a close. In fact, Rivian's share price fell over 10% on Dec. 17 after the company reported its Q3 2021 earnings, which was its first report as a public company. Lower-than-expected customer deliveries, wider-than-expected losses, and the harsh reality that it's going to take a lot of money to grow its manufacturing and charging network to the size Rivian hopes added up to an overall disappointing quarter. However, Rivian's reservation numbers are growing at a breakneck pace -- quite a bit faster than Lucid's, in fact. However, until Rivian is able to set goals and then meet or exceed them, it's hard to trust the company's trajectory, let alone value Rivian at $86 billion.\nDown but not out\nNo stock on this list is further off its high than Chinese automaker Nio, which got gut-punched with a 55% drawdown and is now hovering right around its 52-week low.\nLCID DATA BY YCHARTS\nIt wasn't long ago that Nio was getting the same buzz Lucid and Rivian have received the last few months. But lately, it's found itself outside the limelight, or briefly in it for negative reasons.\nNio has been mass-producing electric cars for a few years now and is becoming an established player in the space.Inconsistent production numbers, and an uncertain growth plan in Europe are all headwinds facing Nio right now. What's more, the SEC is tightening its grip on foreign companies like Nio.\nHowever, Nio held its highly anticipated Nio Day on Dec. 18, unveiling its new ET5 midsize sedan and making various announcements. Nio is showing no shortage of innovation and could be a great long-term winner.\nFiring on all electric motors\nTesla is down \"just\" 25% from its high as investors grapple with valuation concerns for many growth stocks. Tesla isn't the same unprofitable and streaky company it once was, but it is priced to perfection at a 22.5 price-to-sales (P/S) ratio and a 301.8 price-to-earnings (P/E) ratio.\nDespite the sky-high valuation,there's a lot to like about Tesla the company. Its industry-leading operating margin, impressive growth, diverse business, and market-leading position in the growing EV industry are reasons to like the company for years to come.\nAn EV basket for 2022\nTwo ways to approach the sell-off in top-tier EV stocks are the basket strategy and the wait-and-see strategy. Investing in, say, a 50/50 split of Lucid and Tesla, or even an equal split of all four companies on this list, gives exposure to multiple aspects of the market while limiting the damage any single company can inflict on your portfolio.\nHowever, there's a good chance that we are years away from consistent profitability from Lucid, Rivian, or Nio. For many investors, simply waiting for the EV space to mature and then picking a winner may leave some money on the table, but it could be a safer and still rewarding bet.","news_type":1,"symbols_score_info":{"NIO":0.9,"RIVN":0.9,"LCID":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698354804,"gmtCreate":1640309798676,"gmtModify":1640309799486,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698354804","repostId":"2193614027","repostType":2,"repost":{"id":"2193614027","kind":"news","pubTimestamp":1640300623,"share":"https://www.laohunote.com/m/news/2193614027?lang=zh_CN&edition=full","pubTime":"2021-12-24 07:03","market":"hk","language":"zh","title":"外媒头条:萨默斯警告美国或很快陷入衰退","url":"https://stock-news.laohu8.com/highlight/detail?id=2193614027","media":"新浪美股","summary":"美国经通胀因素调整的消费者支出11月增长停滞,因为近四十年来最快的物价涨幅侵蚀了消费者购买力。未经通胀因素调整的名义支出增长0.6%,与经济学家调查得出的预期中值相符。美国食品药品管理局表示,在给药之前应告知孕妇对胎儿的潜在风险。 美国前财政部长劳伦斯·萨默斯警告称,未来几年美国经济将进入一个考验期,衰退后可能陷入长期停滞。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有:</b></p>\n<blockquote>\n <b>1、美国经通胀调整消费支出增长停滞 PCE同比升幅接近40年最高</b>\n</blockquote>\n<blockquote>\n <b>2、<a href=\"https://laohu8.com/S/MRK\">默沙东</a>公司的新冠口服药获得美国批准用于高风险人群</b>\n</blockquote>\n<blockquote>\n <b>3、英国称omicron感染者住院风险比德尔塔低70% 传染性强于迄今任何毒株</b>\n</blockquote>\n<blockquote>\n <b>4、美国上周首次申领失业救济人数几无变动 仍处于低位</b>\n</blockquote>\n<blockquote>\n <b>5、萨默斯警告美国或很快陷入衰退 此后将出现长期停滞</b>\n</blockquote>\n<blockquote>\n <b>6、通胀交易员认为2022年初美国通胀率有突破7%的风险</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/dc9537031f9733064edb283fb8f9c6a0\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国经通胀调整消费支出增长停滞 PCE同比升幅接近40年最高</b></p>\n<p>美国经通胀因素调整的消费者支出11月增长停滞,因为近四十年来最快的物价涨幅侵蚀了消费者购买力。</p>\n<p>美国商务部周四公布的数据显示,调整通胀因素后,11月份商品和服务购买额增幅与10月的0.7%基本持平。未经通胀因素调整的名义支出增长0.6%,与经济学家调查得出的预期中值相符。</p>\n<p>受供应链遇阻的消息影响,许多美国人今年开始假期购物的时间早于往年,一定程度上解释了前一个月消费支出增长强劲的原因。</p>\n<p>但消费者也面临着数十年来最猛烈的通胀。消费者在超市和加油站的购买力变弱,可用于购买非必需消费品的钱减少了。而且omicron变异株也可能遏制服务支出的反弹。</p>\n<p>美联储青睐的通胀指标个人消费支出价格指数(PCE)较前月增长0.6%,同比增长5.7%,创下1982年以来最高水平。</p>\n<p><img src=\"https://static.tigerbbs.com/5a86ad7d405d41f26eaf4efacca793d2\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>默沙东公司的新冠口服药获得美国批准用于高风险人群</b></p>\n<p>默沙东的Covid-19口服药获得美国监管机构批准,在omicron变异株导致病例激增之际,为高风险患者提供了另一种居家治疗选择。</p>\n<p>在默沙东的molnupiravir获得紧急使用授权之前,美国周三已经批准了辉瑞公司的新冠口服药Paxlovid。它们带来新的希望,以免感染病例激增压垮美国的医院系统。</p>\n<p>默沙东与Ridgeback Biotherapeutics LP共同开发的molnupiravir用于治疗18岁及以上年龄有重症风险的非住院Covid患者。一项研究表明,它使轻中度成年人的住院或死亡风险降低了30%。</p>\n<p>Molnupiravir的工作原理是在遗传物质中引入错误,最终阻止病毒复制,但可能会影响正在生长的人类细胞。美国食品药品管理局表示,在给药之前应告知孕妇对胎儿的潜在风险。</p>\n<p><img src=\"https://static.tigerbbs.com/47825ae9cb248adf0684313ca0fcd911\" tg-width=\"550\" tg-height=\"391\" referrerpolicy=\"no-referrer\"></p>\n<p><b>英国称omicron感染者住院风险比德尔塔低70% 传染性强于迄今任何毒株</b></p>\n<p>英国政府表示,新冠病毒变异毒株omicron似乎比迄今为止的其他毒株严重性更低,但传染力更强。英国单日新增病例再创纪录,逼近12万例。</p>\n<p>英国卫生安全局(HSA)周四表示,omicron的感染者住院的可能性比德尔塔感染者低50-70%,急诊可能性也低31-45%。</p>\n<p>然而,HSA的数据显示,加强针虽然能够增强保护,但对omicron保护力消退的速度比对德尔塔更快,第三剂接种的10周后降低了15-25%。</p>\n<p>该机构还警告说,由于omicron变异株传染性高,仍然有可能出现大量重症患者,从而令医疗体系不堪重负。</p>\n<p>英国单日新增新冠病例连续第二天创纪录 与月初时相比增加一倍以上。</p>\n<p><img src=\"https://static.tigerbbs.com/50a628b9ea053ca28dd813c14d90b043\" tg-width=\"512\" tg-height=\"342\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国上周首次申领失业救济人数几无变动 仍处于低位</b></p>\n<p>美国上周首次申请失业救济人数几无变动,表明随着劳动力市场继续复苏,裁员人数处于历史低位。</p>\n<p>美国劳工部周四公布的数据显示,截至12月18日当周首次申领失业救济人数报20.5万人,与前值持平。经济学家预期中值为20.5万人。</p>\n<p>截至12月11日当周持续申领失业金人数降至186万。</p>\n<p>该报告凸显了近几个月岗位流失数量较低的情况,雇主侧重于吸引和留住工人,以跟上消费者需求的步伐。申请量总体上与疫情前的水平一致,反映了美国劳动力市场吃紧。</p>\n<p>随着劳动力市场的改善,申领失业金人数持续走低,最近几周由于在假日季调整原始数据引发一些波动,情况尤其是如此。申请人数在截至12月4日当周触及了52年低点18.8万人。</p>\n<p><img src=\"https://static.tigerbbs.com/358ab600ca8986e711edbb28f92d581b\" tg-width=\"550\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p>\n<p><b>萨默斯警告美国或很快陷入衰退 此后将出现长期停滞</b></p>\n<p>美国前财政部长劳伦斯·萨默斯警告称,未来几年美国经济将进入一个考验期,衰退后可能陷入长期停滞。</p>\n<p>萨默斯表示,美联储迟迟未发现通胀风险,在应对通胀问题上反应过慢可能导致经济大幅滑坡。</p>\n<p>“如果我们可以在过热的情况下可持续地管理经济,那的确棒极了,但1970年代我们得到了教训,即经济过热不仅带来高通胀,而且通胀还会不断上升,”萨默斯说。 “这就是为什么我担心我们已经到了在不触发衰退情况下难以降低通胀的地步”。</p>\n<p>美国的通胀率已经达到里根以来的最高水平,许多人开始更接近萨默斯的观点。美联储本月转向转向鹰派,计划比9月份时预期的水平更快收紧货币政策。</p>\n<p><b>通胀交易员认为2022年初美国通胀率有突破7%的风险</b></p>\n<p>一位准确预测了今年债市通胀预期上升的交易员称,美国通胀率势将因经济增长而进一步上升,并可能在2022年一季度超出大多数分析师的预期。</p>\n<p>Bank of Ireland Group Plc在柏林的通胀交易台负责人Semin Soher Power预测,明年一季度美国消费者价格指数(CPI)同比涨幅将超过7%,高于11月的6.8%,也高于分析师对一季度6.3%的预估中值。</p>\n<p>她于周四接受采访时表示,通胀压力“现在更多是由经济增长带来的”,而不单纯是能源价格上涨或经济重启的结果。她表示,市场和央行都在意识到这一点,迹象之一是美联储不再用“暂时性”来描述通胀压力。</p>\n<p>对于美联储转鹰,市场提高了加息次数预测,不过对较长期内加息幅度的预期还是低于美联储点阵图显示的预测中值。交易员们似乎相信央行政策将有助于控制通胀,反映市场通胀预期的盈亏平衡通胀率在近几周回落。</p>","source":"sina","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>外媒头条:萨默斯警告美国或很快陷入衰退</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n外媒头条:萨默斯警告美国或很快陷入衰退\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 07:03 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-24/doc-ikyamrmz0841670.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有:\n\n1、美国经通胀调整消费支出增长停滞 PCE同比升幅接近40年最高\n\n\n2、默沙东公司的新冠口服药获得美国批准用于高风险人群\n\n\n3、英国称omicron感染者住院风险比德尔塔低70% 传染性强于迄今任何毒株\n\n\n4、美国上周首次申领失业救济人数几无变动 仍处于低位\n\n\n5、萨默斯警告美国或很快陷入衰退 此后将出现长期停滞\n\n\n6、通胀交易员认为...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-24/doc-ikyamrmz0841670.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37d43f47ff4637f33c2675f14c1cc937","relate_stocks":{"QLD":"2倍做多纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","PSQ":"做空纳斯达克100指数ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","QQQ":"纳指100ETF","SDOW":"三倍做空道指30ETF-ProShares",".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-24/doc-ikyamrmz0841670.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2193614027","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:\n\n1、美国经通胀调整消费支出增长停滞 PCE同比升幅接近40年最高\n\n\n2、默沙东公司的新冠口服药获得美国批准用于高风险人群\n\n\n3、英国称omicron感染者住院风险比德尔塔低70% 传染性强于迄今任何毒株\n\n\n4、美国上周首次申领失业救济人数几无变动 仍处于低位\n\n\n5、萨默斯警告美国或很快陷入衰退 此后将出现长期停滞\n\n\n6、通胀交易员认为2022年初美国通胀率有突破7%的风险\n\n\n美国经通胀调整消费支出增长停滞 PCE同比升幅接近40年最高\n美国经通胀因素调整的消费者支出11月增长停滞,因为近四十年来最快的物价涨幅侵蚀了消费者购买力。\n美国商务部周四公布的数据显示,调整通胀因素后,11月份商品和服务购买额增幅与10月的0.7%基本持平。未经通胀因素调整的名义支出增长0.6%,与经济学家调查得出的预期中值相符。\n受供应链遇阻的消息影响,许多美国人今年开始假期购物的时间早于往年,一定程度上解释了前一个月消费支出增长强劲的原因。\n但消费者也面临着数十年来最猛烈的通胀。消费者在超市和加油站的购买力变弱,可用于购买非必需消费品的钱减少了。而且omicron变异株也可能遏制服务支出的反弹。\n美联储青睐的通胀指标个人消费支出价格指数(PCE)较前月增长0.6%,同比增长5.7%,创下1982年以来最高水平。\n\n默沙东公司的新冠口服药获得美国批准用于高风险人群\n默沙东的Covid-19口服药获得美国监管机构批准,在omicron变异株导致病例激增之际,为高风险患者提供了另一种居家治疗选择。\n在默沙东的molnupiravir获得紧急使用授权之前,美国周三已经批准了辉瑞公司的新冠口服药Paxlovid。它们带来新的希望,以免感染病例激增压垮美国的医院系统。\n默沙东与Ridgeback Biotherapeutics LP共同开发的molnupiravir用于治疗18岁及以上年龄有重症风险的非住院Covid患者。一项研究表明,它使轻中度成年人的住院或死亡风险降低了30%。\nMolnupiravir的工作原理是在遗传物质中引入错误,最终阻止病毒复制,但可能会影响正在生长的人类细胞。美国食品药品管理局表示,在给药之前应告知孕妇对胎儿的潜在风险。\n\n英国称omicron感染者住院风险比德尔塔低70% 传染性强于迄今任何毒株\n英国政府表示,新冠病毒变异毒株omicron似乎比迄今为止的其他毒株严重性更低,但传染力更强。英国单日新增病例再创纪录,逼近12万例。\n英国卫生安全局(HSA)周四表示,omicron的感染者住院的可能性比德尔塔感染者低50-70%,急诊可能性也低31-45%。\n然而,HSA的数据显示,加强针虽然能够增强保护,但对omicron保护力消退的速度比对德尔塔更快,第三剂接种的10周后降低了15-25%。\n该机构还警告说,由于omicron变异株传染性高,仍然有可能出现大量重症患者,从而令医疗体系不堪重负。\n英国单日新增新冠病例连续第二天创纪录 与月初时相比增加一倍以上。\n\n美国上周首次申领失业救济人数几无变动 仍处于低位\n美国上周首次申请失业救济人数几无变动,表明随着劳动力市场继续复苏,裁员人数处于历史低位。\n美国劳工部周四公布的数据显示,截至12月18日当周首次申领失业救济人数报20.5万人,与前值持平。经济学家预期中值为20.5万人。\n截至12月11日当周持续申领失业金人数降至186万。\n该报告凸显了近几个月岗位流失数量较低的情况,雇主侧重于吸引和留住工人,以跟上消费者需求的步伐。申请量总体上与疫情前的水平一致,反映了美国劳动力市场吃紧。\n随着劳动力市场的改善,申领失业金人数持续走低,最近几周由于在假日季调整原始数据引发一些波动,情况尤其是如此。申请人数在截至12月4日当周触及了52年低点18.8万人。\n\n萨默斯警告美国或很快陷入衰退 此后将出现长期停滞\n美国前财政部长劳伦斯·萨默斯警告称,未来几年美国经济将进入一个考验期,衰退后可能陷入长期停滞。\n萨默斯表示,美联储迟迟未发现通胀风险,在应对通胀问题上反应过慢可能导致经济大幅滑坡。\n“如果我们可以在过热的情况下可持续地管理经济,那的确棒极了,但1970年代我们得到了教训,即经济过热不仅带来高通胀,而且通胀还会不断上升,”萨默斯说。 “这就是为什么我担心我们已经到了在不触发衰退情况下难以降低通胀的地步”。\n美国的通胀率已经达到里根以来的最高水平,许多人开始更接近萨默斯的观点。美联储本月转向转向鹰派,计划比9月份时预期的水平更快收紧货币政策。\n通胀交易员认为2022年初美国通胀率有突破7%的风险\n一位准确预测了今年债市通胀预期上升的交易员称,美国通胀率势将因经济增长而进一步上升,并可能在2022年一季度超出大多数分析师的预期。\nBank of Ireland Group Plc在柏林的通胀交易台负责人Semin Soher Power预测,明年一季度美国消费者价格指数(CPI)同比涨幅将超过7%,高于11月的6.8%,也高于分析师对一季度6.3%的预估中值。\n她于周四接受采访时表示,通胀压力“现在更多是由经济增长带来的”,而不单纯是能源价格上涨或经济重启的结果。她表示,市场和央行都在意识到这一点,迹象之一是美联储不再用“暂时性”来描述通胀压力。\n对于美联储转鹰,市场提高了加息次数预测,不过对较长期内加息幅度的预期还是低于美联储点阵图显示的预测中值。交易员们似乎相信央行政策将有助于控制通胀,反映市场通胀预期的盈亏平衡通胀率在近几周回落。","news_type":1,"symbols_score_info":{".IXIC":0.9,"QID":0.9,"HSA":0.9,"QQQ":0.9,"QLD":0.9,".DJI":0.9,"PSQ":0.9,"SDOW":0.9}},"isVote":1,"tweetType":1,"viewCount":3103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693736747,"gmtCreate":1640077330727,"gmtModify":1640077330935,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"Wow!","listText":"Wow!","text":"Wow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/693736747","repostId":"1189905265","repostType":4,"repost":{"id":"1189905265","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":1640077208,"share":"https://www.laohunote.com/m/news/1189905265?lang=zh_CN&edition=full","pubTime":"2021-12-21 17:00","market":"us","language":"en","title":"Micron Technology shares jumped more than 7% in premarket trading<blockquote>美光科技股价在盘前交易中上涨超过7%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189905265","media":"Tiger Newspress","summary":"Micron Technology shares jumped more than 7% in premarket trading.\nMicron Technology Inc on Monday d","content":"<p>Micron Technology shares jumped more than 7% in premarket trading.<img src=\"https://static.tigerbbs.com/13f5a463517e7333eaa82a23fa09108d\" tg-width=\"708\" tg-height=\"625\" referrerpolicy=\"no-referrer\"></p><p><blockquote>美光科技股价在盘前交易中上涨超过 7%。</blockquote></p><p> Micron Technology Inc on Monday delivered stronger quarterly results than Wall Street expected as data centers and electric vehicle manufacturers drove demand for its chips, and it forecast second-quarter sales and profits will also beat estimates with chip shortages easing in 2022.</p><p><blockquote>美光科技公司周一公布的季度业绩强于华尔街预期,原因是数据中心和电动汽车制造商推动了对其芯片的需求,该公司预计,随着 2022 年芯片短缺的缓解,第二季度的销售额和利润也将超出预期。</blockquote></p><p> Micron also disclosed that it has struck deals with its own suppliers to ease bottlenecks in its supply chain.</p><p><blockquote>美光还披露,它已经与自己的供应商达成协议,以缓解供应链中的瓶颈。</blockquote></p><p> In the first quarter, Micron reported sales of $7.69 billion, above analyst expectations of $7.67 billion, according to Refinitiv data. Micron earned $2.16 per share on an adjusted basis, beating expectations of $2.11 per share.</p><p><blockquote>根据 Refinitiv 的数据,美光第一季度销售额为 76.9 亿美元,高于分析师预期的 76.7 亿美元。美光调整后每股收益为 2.16 美元,超出预期的每股 2.11 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>Micron Technology shares jumped more than 7% in premarket trading<blockquote>美光科技股价在盘前交易中上涨超过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\">\nMicron Technology shares jumped more than 7% in premarket trading<blockquote>美光科技股价在盘前交易中上涨超过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\">2021-12-21 17:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Micron Technology shares jumped more than 7% in premarket trading.<img src=\"https://static.tigerbbs.com/13f5a463517e7333eaa82a23fa09108d\" tg-width=\"708\" tg-height=\"625\" referrerpolicy=\"no-referrer\"></p><p><blockquote>美光科技股价在盘前交易中上涨超过 7%。</blockquote></p><p> Micron Technology Inc on Monday delivered stronger quarterly results than Wall Street expected as data centers and electric vehicle manufacturers drove demand for its chips, and it forecast second-quarter sales and profits will also beat estimates with chip shortages easing in 2022.</p><p><blockquote>美光科技公司周一公布的季度业绩强于华尔街预期,原因是数据中心和电动汽车制造商推动了对其芯片的需求,该公司预计,随着 2022 年芯片短缺的缓解,第二季度的销售额和利润也将超出预期。</blockquote></p><p> Micron also disclosed that it has struck deals with its own suppliers to ease bottlenecks in its supply chain.</p><p><blockquote>美光还披露,它已经与自己的供应商达成协议,以缓解供应链中的瓶颈。</blockquote></p><p> In the first quarter, Micron reported sales of $7.69 billion, above analyst expectations of $7.67 billion, according to Refinitiv data. Micron earned $2.16 per share on an adjusted basis, beating expectations of $2.11 per share.</p><p><blockquote>根据 Refinitiv 的数据,美光第一季度销售额为 76.9 亿美元,高于分析师预期的 76.7 亿美元。美光调整后每股收益为 2.16 美元,超出预期的每股 2.11 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189905265","content_text":"Micron Technology shares jumped more than 7% in premarket trading.\nMicron Technology Inc on Monday delivered stronger quarterly results than Wall Street expected as data centers and electric vehicle manufacturers drove demand for its chips, and it forecast second-quarter sales and profits will also beat estimates with chip shortages easing in 2022.\nMicron also disclosed that it has struck deals with its own suppliers to ease bottlenecks in its supply chain.\nIn the first quarter, Micron reported sales of $7.69 billion, above analyst expectations of $7.67 billion, according to Refinitiv data. Micron earned $2.16 per share on an adjusted basis, beating expectations of $2.11 per share.","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":4970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693351897,"gmtCreate":1639975335290,"gmtModify":1639975337564,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693351897","repostId":"1109541249","repostType":4,"repost":{"id":"1109541249","kind":"news","pubTimestamp":1639972523,"share":"https://www.laohunote.com/m/news/1109541249?lang=zh_CN&edition=full","pubTime":"2021-12-20 11:55","market":"us","language":"en","title":"Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票:较高点下跌43%,现在买入吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109541249","media":"Seeking Alpha","summary":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the mar","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li> <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li> <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于市场成长型股票大幅抛售,Sea Limited 的股票最近遭受重创。</li><li>然而,我们认为其快速增长的基本论点仍然稳固。</li><li>我们讨论为什么投资者应该利用最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited(纽约证券交易所股票代码:SE)股票是我们最相信的成长型股票之一,在上个月遭受了严重打击。自 10 月份创下历史新高 (ATH) 以来,其价格已大幅下跌 43%。关于该股下跌的原因有很多。我们建议投资者不要过多地解读它们。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行,该股在 2021 年表现出色。因此,当恐惧袭击成长型股票时,这种程度的获利了结并不奇怪。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外,近期全市场成长股的大幅回调也对SE股造成了沉重打击。但是,我们并不担心。短期内,显著的波动性始终是影响SE等成长股表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是,我们观察到,自第三季度报告以来,SE 股票的一致目标价已被上调。此外,其目标价与其当前股价之间的差距已经大于其上一次在4月/5月的大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部 DCF 估值模型还指出了一只目前被严重低估的股票。由于市场的短视,自4月/5月以来,我们又迎来了一个绝佳的机会,再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论为什么我们认为投资者不应该错过这个难以置信的机会来增加对优秀成长型股票的投资。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE 股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现(截至21年12月17日)。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于最近的大幅调整,SE股票的年初至今回报率已降至6.9%,因此跑输大盘。值得注意的是,其年初至今的涨幅在10月/11月初高达80%。尽管如此,如上图所示,该股的表现仍然优于电子零售商和游戏同行。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>Sea 股票预测一直被上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订后的收入平均共识估计。数据来源:标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到,该公司对 21-23 财年的收入共识预期在过去五个月中一直被上调。这些修订为公司未来两年强劲的增长前景提供了可信度。值得注意的是,Sea Limited 的收入预计将通过2023财年以 42.8% 的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>第三季度成绩单中对 Garena 游戏部门的增长率表示担忧。我们还在之前的文章中解释说,Sea Limited 已明确解释说,投资者应该期待 Garena 在经历了辉煌的两年后增长恢复正常。然而,其变现能力继续令人眼花缭乱。因此,我们相信 Garena 能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外,Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲表现。就11月游戏整体收入而言,它继续位居移动游戏前十。此外,它在App Store和Google Play的总下载量中也排名第二。值得注意的是,截至12月14日,它也是全球八款年收入超过10亿美元的游戏之一。因此,我们认为关于Free Fire“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源:谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外,全球博彩市场在去年大幅增长 23% 至 177.8B 美元后,预计将略有下降至 175.8B 美元。然而,鉴于尽管全球市场下滑,Garena 在 2021 财年仍实现了令人印象深刻的增长,我们相信这验证了其商业模式和前景。值得注意的是,博彩市场有望在未来扭转颓势。因此,在全球游戏市场复苏的推动下,Garena 在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee 调整了每个订单的 EBITDA。数据来源:公司文件</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是,一些投资者可能对 Shopee(Sea Limited 的电子商务部门)向新地理市场的持续扩张感到害怕。值得注意的是,Shopee 继续报告每个订单的调整后 EBITDA 损失,如上所示。因此,一些投资者可能担心该公司的盘子是否有太多难以处理。在过去的三个月里,该公司进入了印度、法国、西班牙和波兰等新市场。此外,它还在拉丁美洲,特别是巴西与自由市场(MELI)的斗争。因此,人们担心 Sea Limited 能否在这些市场继续其娴熟的执行,同时仍在亏损。我们认为这种担忧是合理的。然而,Sea Limited 在渗透现有企业拥有强大领导地位的最重要市场方面表现出了巨大的能力。它包括东南亚的Lazada(BABA)、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是,它利用了“后来者”的优势,试图与现任者竞争。值得注意的是,Sea Limited并不反对竞争。它与现有企业相比蓬勃发展,并使这些地理区域的电子商务领域更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订调整后每股收益平均共识估计。数据来源:标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而,由于其电子商务的扩张,盈利之路可能会进一步延长。读者可以快速浏览上图,其中2023财年在过去五个月中对其调整后的每股收益预期进行了下调。然而,我们认为,如果您是至少有五年期限的长期投资者,则无需担心。Sea Limited 的早期投资者可以清楚地回忆起该公司每笔订单的巨额调整后 EBITDA 损失,如上图表所示。Shopee 在过去五年中规模巨大,并进一步提高了运营杠杆。但是,重要的是要注意,扩大规模需要时间。因此,预计新地理市场的早期亏损。但是,管理层在过去三年中已经展示了其执行能力。考虑到过去几年调整后 EBITDA 亏损大幅减少,我们相信 Shopee 比以前更有能力进行扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么,SE 股票现在值得买入吗?</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE 股票的 EV/NTM 收入为 8.3 倍。因此,它已将其恢复到 4 年 NTM 收入倍数平均值 8.6 倍。我们相信现在有一个绝佳的机会,因为市场无疑已经反应过度。正如清楚地表明的那样,SE 仍有望在未来实现巨大的收入增长,尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到其2023财年收入预期,SE 股票的交易价格仅为2023财年收入的 5.8 倍。没有人能够准确预测该股未来几个月的走势。但是,我们认为现在这是一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE 股价目标与实际价格趋势。来源:Seeking Alpha</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外,读者可以观察到,SE 股票的共识目标价 (PT) 405.87 美元与其当前价格之间的估值差距一段时间以来从未如此显着。这比4月/5月的上一次大幅调整更加明显。值得注意的是,尽管存在所谓的“博彩逆风”,但共识目标价格已被上调。而且,如果你看一下价格图表,随着时间的推移,SE 股价一直非常一致地遵循修订后的 PT 趋势。因此,当前价格可能是您在很长一段时间内观察到的最大折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源:S&P Capital IQ、公司文件、作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的 DCF 模型还显示,SE 股票目前被严重低估,隐含公允价值为 371.46 美元。我们在模型中也使用了合理的估计。此外,我们相信,随着SE在新市场的扩大规模,SE将继续获得显著的运营杠杆。我们预计,到 2025 财年,其调整后 EBITDA 利润率可能达到 15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后,该股还在测试一个关键支撑位,该支撑位自 2021 年初以来一直有力地支撑着该股的上涨。因此,有足够的理由相信,目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此,<i>我们将 SE 股票评级修改为强力买入</i>.</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票:较高点下跌43%,现在买入吗?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票:较高点下跌43%,现在买入吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-20 11:55</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>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li> <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li> <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于市场成长型股票大幅抛售,Sea Limited 的股票最近遭受重创。</li><li>然而,我们认为其快速增长的基本论点仍然稳固。</li><li>我们讨论为什么投资者应该利用最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited(纽约证券交易所股票代码:SE)股票是我们最相信的成长型股票之一,在上个月遭受了严重打击。自 10 月份创下历史新高 (ATH) 以来,其价格已大幅下跌 43%。关于该股下跌的原因有很多。我们建议投资者不要过多地解读它们。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行,该股在 2021 年表现出色。因此,当恐惧袭击成长型股票时,这种程度的获利了结并不奇怪。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外,近期全市场成长股的大幅回调也对SE股造成了沉重打击。但是,我们并不担心。短期内,显著的波动性始终是影响SE等成长股表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是,我们观察到,自第三季度报告以来,SE 股票的一致目标价已被上调。此外,其目标价与其当前股价之间的差距已经大于其上一次在4月/5月的大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部 DCF 估值模型还指出了一只目前被严重低估的股票。由于市场的短视,自4月/5月以来,我们又迎来了一个绝佳的机会,再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论为什么我们认为投资者不应该错过这个难以置信的机会来增加对优秀成长型股票的投资。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE 股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现(截至21年12月17日)。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于最近的大幅调整,SE股票的年初至今回报率已降至6.9%,因此跑输大盘。值得注意的是,其年初至今的涨幅在10月/11月初高达80%。尽管如此,如上图所示,该股的表现仍然优于电子零售商和游戏同行。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>Sea 股票预测一直被上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订后的收入平均共识估计。数据来源:标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到,该公司对 21-23 财年的收入共识预期在过去五个月中一直被上调。这些修订为公司未来两年强劲的增长前景提供了可信度。值得注意的是,Sea Limited 的收入预计将通过2023财年以 42.8% 的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>第三季度成绩单中对 Garena 游戏部门的增长率表示担忧。我们还在之前的文章中解释说,Sea Limited 已明确解释说,投资者应该期待 Garena 在经历了辉煌的两年后增长恢复正常。然而,其变现能力继续令人眼花缭乱。因此,我们相信 Garena 能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外,Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲表现。就11月游戏整体收入而言,它继续位居移动游戏前十。此外,它在App Store和Google Play的总下载量中也排名第二。值得注意的是,截至12月14日,它也是全球八款年收入超过10亿美元的游戏之一。因此,我们认为关于Free Fire“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源:谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外,全球博彩市场在去年大幅增长 23% 至 177.8B 美元后,预计将略有下降至 175.8B 美元。然而,鉴于尽管全球市场下滑,Garena 在 2021 财年仍实现了令人印象深刻的增长,我们相信这验证了其商业模式和前景。值得注意的是,博彩市场有望在未来扭转颓势。因此,在全球游戏市场复苏的推动下,Garena 在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee 调整了每个订单的 EBITDA。数据来源:公司文件</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是,一些投资者可能对 Shopee(Sea Limited 的电子商务部门)向新地理市场的持续扩张感到害怕。值得注意的是,Shopee 继续报告每个订单的调整后 EBITDA 损失,如上所示。因此,一些投资者可能担心该公司的盘子是否有太多难以处理。在过去的三个月里,该公司进入了印度、法国、西班牙和波兰等新市场。此外,它还在拉丁美洲,特别是巴西与自由市场(MELI)的斗争。因此,人们担心 Sea Limited 能否在这些市场继续其娴熟的执行,同时仍在亏损。我们认为这种担忧是合理的。然而,Sea Limited 在渗透现有企业拥有强大领导地位的最重要市场方面表现出了巨大的能力。它包括东南亚的Lazada(BABA)、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是,它利用了“后来者”的优势,试图与现任者竞争。值得注意的是,Sea Limited并不反对竞争。它与现有企业相比蓬勃发展,并使这些地理区域的电子商务领域更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订调整后每股收益平均共识估计。数据来源:标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而,由于其电子商务的扩张,盈利之路可能会进一步延长。读者可以快速浏览上图,其中2023财年在过去五个月中对其调整后的每股收益预期进行了下调。然而,我们认为,如果您是至少有五年期限的长期投资者,则无需担心。Sea Limited 的早期投资者可以清楚地回忆起该公司每笔订单的巨额调整后 EBITDA 损失,如上图表所示。Shopee 在过去五年中规模巨大,并进一步提高了运营杠杆。但是,重要的是要注意,扩大规模需要时间。因此,预计新地理市场的早期亏损。但是,管理层在过去三年中已经展示了其执行能力。考虑到过去几年调整后 EBITDA 亏损大幅减少,我们相信 Shopee 比以前更有能力进行扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么,SE 股票现在值得买入吗?</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE 股票的 EV/NTM 收入为 8.3 倍。因此,它已将其恢复到 4 年 NTM 收入倍数平均值 8.6 倍。我们相信现在有一个绝佳的机会,因为市场无疑已经反应过度。正如清楚地表明的那样,SE 仍有望在未来实现巨大的收入增长,尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到其2023财年收入预期,SE 股票的交易价格仅为2023财年收入的 5.8 倍。没有人能够准确预测该股未来几个月的走势。但是,我们认为现在这是一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE 股价目标与实际价格趋势。来源:Seeking Alpha</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外,读者可以观察到,SE 股票的共识目标价 (PT) 405.87 美元与其当前价格之间的估值差距一段时间以来从未如此显着。这比4月/5月的上一次大幅调整更加明显。值得注意的是,尽管存在所谓的“博彩逆风”,但共识目标价格已被上调。而且,如果你看一下价格图表,随着时间的推移,SE 股价一直非常一致地遵循修订后的 PT 趋势。因此,当前价格可能是您在很长一段时间内观察到的最大折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源:S&P Capital IQ、公司文件、作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的 DCF 模型还显示,SE 股票目前被严重低估,隐含公允价值为 371.46 美元。我们在模型中也使用了合理的估计。此外,我们相信,随着SE在新市场的扩大规模,SE将继续获得显著的运营杠杆。我们预计,到 2025 财年,其调整后 EBITDA 利润率可能达到 15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后,该股还在测试一个关键支撑位,该支撑位自 2021 年初以来一直有力地支撑着该股的上涨。因此,有足够的理由相信,目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此,<i>我们将 SE 股票评级修改为强力买入</i>.</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy\">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":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109541249","content_text":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the market.\nHowever, we believe that the fundamental thesis on its rapid growth remains robust.\nWe discuss why investors should capitalize on its recent significant correction to add exposure.\n\nkokkai/iStock Unreleased via Getty Images\nInvestment Thesis\nSea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.\nMoreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.\nNotably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.\nOur internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.\nWe discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.\nSE Stock YTD Performance\nSE stock YTD performance (as of 17 December'21).\nAs a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.\nSea Stock Estimates Have Consistently Been Revised Upwards\nSea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nReaders can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.\nThere were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.\nMoreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.\nGlobal games market forecast. Source: Google, Newzoo\nIn addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.\nShopee adjusted EBITDA per order. Data source: Company filings\nBut, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.\nSea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nNevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.\nSo, is SE Stock a Buy Now?\nSE stock EV/NTM Revenue 4Y mean.\nSE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.\nConsidering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.\nSE stock price target Vs. actual price trend. Source: Seeking Alpha\nMoreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.\nSE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author\nOur DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.\nLastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.\nConsequently,we revise our rating on SE stock to Strong Buy.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":3932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693351057,"gmtCreate":1639975280051,"gmtModify":1639975280290,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"Done","listText":"Done","text":"Done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693351057","repostId":"1135122268","repostType":4,"isVote":1,"tweetType":1,"viewCount":4095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699819330,"gmtCreate":1639776473145,"gmtModify":1639776650547,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"Nice 😊","listText":"Nice 😊","text":"Nice 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699819330","repostId":"2192597562","repostType":4,"isVote":1,"tweetType":1,"viewCount":2916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699802572,"gmtCreate":1639764724621,"gmtModify":1639764751934,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Show shorties your prowess. Investors are waiting for you return! [smile] ","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Show shorties your prowess. Investors are waiting for you return! [smile] ","text":"$Tiger Brokers(TIGR)$Show shorties your prowess. Investors are waiting for you return! [smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699802572","isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699133798,"gmtCreate":1639754391113,"gmtModify":1639754397382,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"Thanks for the update. ","listText":"Thanks for the update. ","text":"Thanks for the update.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699133798","repostId":"1108682296","repostType":2,"isVote":1,"tweetType":1,"viewCount":1582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690792433,"gmtCreate":1639706880542,"gmtModify":1639708189746,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690792433","repostId":"2192920942","repostType":4,"isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690792959,"gmtCreate":1639706845485,"gmtModify":1639708183319,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690792959","repostId":"1143279118","repostType":2,"isVote":1,"tweetType":1,"viewCount":1381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690209189,"gmtCreate":1639666957911,"gmtModify":1639666960715,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Goodbye Tiger, thanks for the fun.","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Goodbye Tiger, thanks for the fun.","text":"$Tiger Brokers(TIGR)$Goodbye Tiger, thanks for the fun.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690209189","isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690036728,"gmtCreate":1639612681989,"gmtModify":1639612682225,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"Like ","listText":"Like ","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690036728","repostId":"2191499479","repostType":2,"repost":{"id":"2191499479","kind":"news","pubTimestamp":1639604040,"share":"https://www.laohunote.com/m/news/2191499479?lang=zh_CN&edition=full","pubTime":"2021-12-16 05:34","market":"us","language":"zh","title":"外媒头条:美联储官宣加速Taper!暗示明年加息三次","url":"https://stock-news.laohu8.com/highlight/detail?id=2191499479","media":"市场资讯","summary":" 美联储周三向市场提供了多项迹象,表明其自新冠疫情开始以来的超宽松政策即将结束,其举措甚至比市场预期的还要激进。 美联储点阵图显示,所有委员均预计美联储将在2022年开始加息,具体为2022年和2023年分别加息三次。委员们对政策举措持鹰派态度,坚定地倾向于加息。在18名FOMC委员中,12名委员认为明年至少将加息3次,6名预计明年加息不到3次,没有任何委员看到明年利率保持当前近零水平。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有:</b></p>\n<blockquote>\n <b>1、美联储维持利率不变 宣布加速Taper 点阵图显示明年加息三次</b>\n</blockquote>\n<blockquote>\n <b>2、Omicron加速蔓延 英国Covid病例创下纪录高点</b>\n</blockquote>\n<blockquote>\n <b>3、美国11月零售销售增幅低于预期 表明高通胀正在抑制消费</b>\n</blockquote>\n<blockquote>\n <b>4、全球债务达到创纪录226万亿美元 IMF担心利率上升带来可持续性风险</b>\n</blockquote>\n<blockquote>\n <b>5、美国证券交易委员会计划收紧企业高管的股票出售规定</b>\n</blockquote>\n<blockquote>\n <b>6、美联储隔夜逆回购使用规模再创历史新高 达到1.62万亿美元</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/50acb966ae0fa22fd804334cd3285156\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美联储维持利率不变 宣布加速Taper 点阵图显示明年加息三次</b></p>\n<p>美联储周三向市场提供了多项迹象,表明其自新冠疫情开始以来的超宽松政策即将结束,其举措甚至比市场预期的还要激进。</p>\n<p>美国联邦公开市场委员会(FOMC)当地时间周三公布最新利率决议,将基准利率维持在0%-0.25%区间不变,将超额准备金利率(IOER)维持在0.15%不变,将隔夜逆回购利率维持在0.05%不变,符合市场的普遍预期。</p>\n<p>FOMC声明称,从明年1月起,将每月资产购买规模减少300亿美元,即月度美国国债购买规模降低200亿美元、抵押贷款支持证券(MBS)减少100亿美元,此前为每月减少150亿美元。声明称,委员会认为,可能每月都适合这样减少净购买资产,但如果经济前景发生变化,将准备调整购债速度。</p>\n<p>美联储点阵图显示,所有委员均预计美联储将在2022年开始加息,具体为2022年和2023年分别加息三次。委员们对政策举措持鹰派态度,坚定地倾向于加息。在18名FOMC委员中,12名委员认为明年至少将加息3次,6名预计明年加息不到3次,没有任何委员看到明年利率保持当前近零水平。</p>\n<p><img src=\"https://static.tigerbbs.com/18b297bd677c579650af4b7c8b9df6cd\" tg-width=\"480\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Omicron加速蔓延 英国Covid病例创下纪录高点</b></p>\n<p>英国周三报告了78610例新增新冠病例,为大流行病爆发以来新高,凸显出omicron变异毒株的高传播性。</p>\n<p>之前的纪录高点是在1月8日的68053例,当时英国正处于阿尔法变种引发疫情浪潮、英国进入封锁状态几天之后。</p>\n<p>科研顾问警告称,首相鲍里斯·约翰逊称之为“海啸般的”一波omicron感染浪潮将导致住院人数增加。</p>\n<p>目前尚不清楚疫苗对这种变异毒株有多大效力,不过早期研究表明,两剂疫苗加一剂加强针可以提供针对omicron毒株75%的保护。</p>\n<p>虽然英国的阳性检测结果正在加速增长,但死亡人数远低于大流行病早期的水平。科学家们希望即使在病例数上升的情况下,快速推进加强针的接种能够帮助将重症病例数保持在较低水平。</p>\n<p><img src=\"https://static.tigerbbs.com/78b40d4e4573d972aa08df28c761e4bf\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国11月零售销售增幅低于预期 表明高通胀正在抑制消费</b></p>\n<p>美国11月零售销售增幅低于预期,表明在通胀率达到数十年来最高的背景下,消费者正在抑制购物。</p>\n<p>美国商务部周三的数据显示,11月份的总体零售额增长0.3%,10月份的数据向上修正为增长1.8%。不包括汽油和汽车,11月销售额增长0.2%。上述数字没有经过通胀调整。</p>\n<p>媒体调查得出的预测中值显示,经济学家预计11月整体零售额环比增长0.8%。</p>\n<p>弱于预期的报告可能反映了假日销售前移的影响,因为许多知道供应链困难的美国人比平常更早进行假日购物。</p>\n<p><img src=\"https://static.tigerbbs.com/66939b0633e54bb821942a2020b57625\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p><b>全球债务达到创纪录226万亿美元 IMF担心利率上升带来可持续性风险</b></p>\n<p>国际货币基金组织(IMF)称,全球债务去年飙升至创纪录的226万亿美元,随着利率上升,引发了对债务可持续性的担忧。</p>\n<p>IMF官员周三在一份报告中表示,快于预期的加息可能会给高负债国家带来压力,并迫使政府和企业削减债务和支出,损害经济增长。</p>\n<p>他们援引IMF最新的全球债务数据库称,2020年全球债务/GDP比率上升28个百分点,达到256%,是二战以来升幅最大的一年。</p>\n<p>随着利率上升,财政政策通常会调整,因为政府要拿更多钱还债,并削减支出以控制赤字。</p>\n<p>“如果全球利率上升速度快于预期且经济增长放缓,那么风险将被放大,” Vitor Gaspar牵头的IMF官员写道。“如果公共和私营部门被迫同时去杠杆,增长前景将受到影响。”</p>\n<p><img src=\"https://static.tigerbbs.com/9c8348539976fbadc99ebaa9f1763592\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国证券交易委员会计划收紧企业高管的股票出售规定</b></p>\n<p>长期以来,企业负责人一直被怀疑规避意在防止高层管理人员利用内线消息进行交易的规定。现在,美国证券交易委员会正想办法打击这类交易。</p>\n<p>监管机构正在处理一个争议的问题:什么时候可以允许可能接触到重要非公开消息的公司内部人士出售股票?目前,企业高层主管可以只在抛售股票的前几天拟定出售计划,参议员Elizabeth Warren和其他立法者指出,这使得他们能在发布足以影响股价的公司公告前提前动作。</p>\n<p>美国证券交易委员会官员称,作为回应,该委员会准备提出新规则,迫使公司内部人士在安排出售至真正卖出股票之间等待大约四个月的时间。</p>\n<p>该机构将在周三的会议上就提出新限制措施进行表决。现行法规于20年前制定,旨在帮助高层管理人员出售股票并避免日后被指控进行内线交易。但最近的学术研究显示,股票销售计划充斥着可疑的特定时点交易。证券交易委员会主席Gary Gensler于6月表示,这些与企业相关的政策“导致我们的内线交易规范出现了真正的裂缝”。</p>\n<p>“这项提案解决了我们发现的一些漏洞,”Gensler在计划投票前接受采访时说。“这将有助于增强对资本市场的信任。”</p>\n<p><img src=\"https://static.tigerbbs.com/04efb4451f7dd35befcdc79a3423aa11\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美联储隔夜逆回购使用规模再创历史新高 达到1.62万亿美元</b></p>\n<p>投资者在美联储一个重要政策工具存放的资金创下历史新高。</p>\n<p>八十五名对手方周三利用隔夜逆回购协议存入美联储的资金达到1.62万亿美元,打破了第三季度最后一个交易日创下的1.605万亿美元的纪录。</p>\n<p>隔夜逆回购使用规模创纪录的同时,将美国债务上限提高2.5万亿美元的法案已经获得议会通过,并将交由总统拜登签署。该法案将允许财政部补充已耗尽的现金储备,并消除政府债券违约的风险。</p>\n<p>据报道,拜登将于周四签署该法案。</p>\n<p>随着机构对存放短期现金的需求增加,今年美联储逆回购工具的使用规模飙升。政府现金余额下降以及对突破债务上限的担忧也起到了推波助澜的作用。</p>","source":"sina","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>外媒头条:美联储官宣加速Taper!暗示明年加息三次</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{ 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n外媒头条:美联储官宣加速Taper!暗示明年加息三次\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 05:34 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-16/doc-ikyakumx4410594.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有:\n\n1、美联储维持利率不变 宣布加速Taper 点阵图显示明年加息三次\n\n\n2、Omicron加速蔓延 英国Covid病例创下纪录高点\n\n\n3、美国11月零售销售增幅低于预期 表明高通胀正在抑制消费\n\n\n4、全球债务达到创纪录226万亿美元 IMF担心利率上升带来可持续性风险\n\n\n5、美国证券交易委员会计划收紧企业高管的股票出售规定\n\n\n6、美联储隔夜...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-16/doc-ikyakumx4410594.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/123472eab1159c5e881f8e540a346014","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","DOG":"道指ETF-ProShares做空",".DJI":"道琼斯","SDS":"两倍做空标普500 ETF-ProShares","OEF":"标普100指数ETF-iShares","SH":"做空标普500-Proshares",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","DDM":"2倍做多道指ETF-ProShares",".SPX":"S&P 500 Index","SQQQ":"纳指三倍做空ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","UPRO":"三倍做多标普500ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","BK4504":"桥水持仓","BK4559":"巴菲特持仓","QQQ":"纳指100ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4550":"红杉资本持仓","DXD":"两倍做空道琼30指数ETF-ProShares","DJX":"1/100道琼斯","SPY":"标普500ETF","OEX":"标普100","SSO":"2倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares","SDOW":"三倍做空道指30ETF-ProShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-16/doc-ikyakumx4410594.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2191499479","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:\n\n1、美联储维持利率不变 宣布加速Taper 点阵图显示明年加息三次\n\n\n2、Omicron加速蔓延 英国Covid病例创下纪录高点\n\n\n3、美国11月零售销售增幅低于预期 表明高通胀正在抑制消费\n\n\n4、全球债务达到创纪录226万亿美元 IMF担心利率上升带来可持续性风险\n\n\n5、美国证券交易委员会计划收紧企业高管的股票出售规定\n\n\n6、美联储隔夜逆回购使用规模再创历史新高 达到1.62万亿美元\n\n\n美联储维持利率不变 宣布加速Taper 点阵图显示明年加息三次\n美联储周三向市场提供了多项迹象,表明其自新冠疫情开始以来的超宽松政策即将结束,其举措甚至比市场预期的还要激进。\n美国联邦公开市场委员会(FOMC)当地时间周三公布最新利率决议,将基准利率维持在0%-0.25%区间不变,将超额准备金利率(IOER)维持在0.15%不变,将隔夜逆回购利率维持在0.05%不变,符合市场的普遍预期。\nFOMC声明称,从明年1月起,将每月资产购买规模减少300亿美元,即月度美国国债购买规模降低200亿美元、抵押贷款支持证券(MBS)减少100亿美元,此前为每月减少150亿美元。声明称,委员会认为,可能每月都适合这样减少净购买资产,但如果经济前景发生变化,将准备调整购债速度。\n美联储点阵图显示,所有委员均预计美联储将在2022年开始加息,具体为2022年和2023年分别加息三次。委员们对政策举措持鹰派态度,坚定地倾向于加息。在18名FOMC委员中,12名委员认为明年至少将加息3次,6名预计明年加息不到3次,没有任何委员看到明年利率保持当前近零水平。\n\nOmicron加速蔓延 英国Covid病例创下纪录高点\n英国周三报告了78610例新增新冠病例,为大流行病爆发以来新高,凸显出omicron变异毒株的高传播性。\n之前的纪录高点是在1月8日的68053例,当时英国正处于阿尔法变种引发疫情浪潮、英国进入封锁状态几天之后。\n科研顾问警告称,首相鲍里斯·约翰逊称之为“海啸般的”一波omicron感染浪潮将导致住院人数增加。\n目前尚不清楚疫苗对这种变异毒株有多大效力,不过早期研究表明,两剂疫苗加一剂加强针可以提供针对omicron毒株75%的保护。\n虽然英国的阳性检测结果正在加速增长,但死亡人数远低于大流行病早期的水平。科学家们希望即使在病例数上升的情况下,快速推进加强针的接种能够帮助将重症病例数保持在较低水平。\n\n美国11月零售销售增幅低于预期 表明高通胀正在抑制消费\n美国11月零售销售增幅低于预期,表明在通胀率达到数十年来最高的背景下,消费者正在抑制购物。\n美国商务部周三的数据显示,11月份的总体零售额增长0.3%,10月份的数据向上修正为增长1.8%。不包括汽油和汽车,11月销售额增长0.2%。上述数字没有经过通胀调整。\n媒体调查得出的预测中值显示,经济学家预计11月整体零售额环比增长0.8%。\n弱于预期的报告可能反映了假日销售前移的影响,因为许多知道供应链困难的美国人比平常更早进行假日购物。\n\n全球债务达到创纪录226万亿美元 IMF担心利率上升带来可持续性风险\n国际货币基金组织(IMF)称,全球债务去年飙升至创纪录的226万亿美元,随着利率上升,引发了对债务可持续性的担忧。\nIMF官员周三在一份报告中表示,快于预期的加息可能会给高负债国家带来压力,并迫使政府和企业削减债务和支出,损害经济增长。\n他们援引IMF最新的全球债务数据库称,2020年全球债务/GDP比率上升28个百分点,达到256%,是二战以来升幅最大的一年。\n随着利率上升,财政政策通常会调整,因为政府要拿更多钱还债,并削减支出以控制赤字。\n“如果全球利率上升速度快于预期且经济增长放缓,那么风险将被放大,” Vitor Gaspar牵头的IMF官员写道。“如果公共和私营部门被迫同时去杠杆,增长前景将受到影响。”\n\n美国证券交易委员会计划收紧企业高管的股票出售规定\n长期以来,企业负责人一直被怀疑规避意在防止高层管理人员利用内线消息进行交易的规定。现在,美国证券交易委员会正想办法打击这类交易。\n监管机构正在处理一个争议的问题:什么时候可以允许可能接触到重要非公开消息的公司内部人士出售股票?目前,企业高层主管可以只在抛售股票的前几天拟定出售计划,参议员Elizabeth Warren和其他立法者指出,这使得他们能在发布足以影响股价的公司公告前提前动作。\n美国证券交易委员会官员称,作为回应,该委员会准备提出新规则,迫使公司内部人士在安排出售至真正卖出股票之间等待大约四个月的时间。\n该机构将在周三的会议上就提出新限制措施进行表决。现行法规于20年前制定,旨在帮助高层管理人员出售股票并避免日后被指控进行内线交易。但最近的学术研究显示,股票销售计划充斥着可疑的特定时点交易。证券交易委员会主席Gary Gensler于6月表示,这些与企业相关的政策“导致我们的内线交易规范出现了真正的裂缝”。\n“这项提案解决了我们发现的一些漏洞,”Gensler在计划投票前接受采访时说。“这将有助于增强对资本市场的信任。”\n\n美联储隔夜逆回购使用规模再创历史新高 达到1.62万亿美元\n投资者在美联储一个重要政策工具存放的资金创下历史新高。\n八十五名对手方周三利用隔夜逆回购协议存入美联储的资金达到1.62万亿美元,打破了第三季度最后一个交易日创下的1.605万亿美元的纪录。\n隔夜逆回购使用规模创纪录的同时,将美国债务上限提高2.5万亿美元的法案已经获得议会通过,并将交由总统拜登签署。该法案将允许财政部补充已耗尽的现金储备,并消除政府债券违约的风险。\n据报道,拜登将于周四签署该法案。\n随着机构对存放短期现金的需求增加,今年美联储逆回购工具的使用规模飙升。政府现金余额下降以及对突破债务上限的担忧也起到了推波助澜的作用。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"QID":0.9,"ESmain":0.9,"DJX":0.9,"SDS":0.9,"UPRO":0.9,"SDOW":0.9,"IVV":0.9,"SQQQ":0.9,"PSQ":0.9,"SSO":0.9,"SPY":0.9,".DJI":0.9,"DXD":0.9,"DDM":0.9,".SPX":0.9,"QQQ":0.9,"OEF":0.9,"DOG":0.9,"TQQQ":0.9,"OEX":0.9,"UDOW":0.9,"QLD":0.9,"MNQmain":0.9,"SH":0.9,".IXIC":0.9,"NQmain":0.9,"SPXU":0.9}},"isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690036175,"gmtCreate":1639612627887,"gmtModify":1639619906807,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"I see it dipping","listText":"I see it dipping","text":"I see it dipping","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690036175","repostId":"1169241179","repostType":4,"repost":{"id":"1169241179","kind":"news","pubTimestamp":1639611934,"share":"https://www.laohunote.com/m/news/1169241179?lang=zh_CN&edition=full","pubTime":"2021-12-16 07:45","market":"us","language":"en","title":"Roku Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169241179","media":"Barrons","summary":"Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its","content":"<p>Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.</p><p><blockquote>面对与环球电子的专利纠纷更新以及分析师下调目标价,Roku股价周三跌至一年多来的最低收盘价。一些乐观的分析师淡化了专利公告,称此次下跌是这家流媒体设备制造商的买入机会。</blockquote></p><p> Roku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy Nasdaq Composite index up more than 2%, and the S&P 500 index up 1.6%.</p><p><blockquote>Roku(股票代码:Roku)股价周三下跌 7.9%,收于 203.94 美元,为 2020 年 11 月 3 日 203.49 美元以来的最低收盘价。该股较 7 月 26 日下跌 58%,当时股价收于创纪录的 479.50 美元。周三下跌之际,美联储的言论导致以科技股为主的纳斯达克综合指数上涨超过 2%,标普500指数上涨 1.6%。</blockquote></p><p> Investors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.</p><p><blockquote>周三,环球电子公司(UEIC)的一则公告让投资者措手不及,该公告指的是国际贸易委员会(International Trade Commission)在一起涉及Roku某些遥控器技术的专利侵权案中的裁决。该案件于11月判决。</blockquote></p><p> “We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.</p><p><blockquote>“环球电子在新闻稿中说:”我们采取这一行动是为了保护我们高度创新的知识产权不被Roku未经授权使用,我们很高兴国际贸易中心承认Roku的侵权行为并责令其停止侵权行为。</blockquote></p><p> Roku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in Roku’s ability to continue to import products,” Roku said.</p><p><blockquote>Roku在一份声明中说,此案没有新的进展。“Roku说:”根据国际贸易中心的裁决,我们预计Roku继续进口产品的能力不会受到任何干扰。</blockquote></p><p> Oppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.</p><p><blockquote>奥本海默分析师 Jason Helfstein 指出,这一消息可能会给Roku股价带来压力。他称此次下跌为买入机会,并指出他对联网电视广告支出的乐观前景。Helfstein 将Roku股票评级为跑赢大盘,目标价为 400 美元。</blockquote></p><p> Aside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.</p><p><blockquote>除了销售流媒体设备外,该公司的大部分销售额来自其平台上的某些广告和订阅。近几个月来,随着大流行病的重新开放,人们对经济增长的预期有所下降,股市出现下跌。</blockquote></p><p> Also on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.</p><p><blockquote>同样在周三,对Roku股票给予跑输大盘评级的摩根士丹利分析师 Benjamin Swinburne 将目标价从 295 美元下调至 190 美元。他确实承认,在最近股价下跌之后,该股的风险回报设置对风险的偏差较小。</blockquote></p><p> “We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”</p><p><blockquote>“斯威本写道:”我们认为,市场低估了美国平台活跃账户的竞争,以及国际扩张规模所需的时间。“在美国,活跃客户增长极大地受益于 TCL 的份额增长,而持续增长将需要额外的份额增长或新的主要智能电视合作伙伴。”</blockquote></p><p> Other analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.</p><p><blockquote>其他分析师则更为乐观。基准分析师丹尼尔-库尔诺斯(Daniel Kurnos)在周三的一份报告中称,该股的反应被夸大了。他将该股的目标价定为 525 美元,并给予买入评级。</blockquote></p><p> J.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.</p><p><blockquote>摩根大通分析师道格·安穆斯 (Doug Anmuth) 称Roku是美国流媒体时长领先的流媒体平台,但他确实将目标从 435 美元下调至 315 美元。</blockquote></p><p> “Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.</p><p><blockquote>“他写道:”我们的牛市论点在很大程度上是由我们认为Roku巨大的广告机会推动的,流媒体约占美国 18-49 岁人群电视观看时间的 42%,但估计仅占电视广告预算的 15% 左右。</blockquote></p><p> He expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.</p><p><blockquote>他预计,到 2024 年,Roku广告业务的大幅增长将推动收入同比增长 25% 以上,随着平台部门的稳定和占收入比例的增长,盈利能力也会提高。Anmuth 将Roku股票评级为跑赢大盘。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roku Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</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\">\nRoku Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-16 07:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.</p><p><blockquote>面对与环球电子的专利纠纷更新以及分析师下调目标价,Roku股价周三跌至一年多来的最低收盘价。一些乐观的分析师淡化了专利公告,称此次下跌是这家流媒体设备制造商的买入机会。</blockquote></p><p> Roku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy Nasdaq Composite index up more than 2%, and the S&P 500 index up 1.6%.</p><p><blockquote>Roku(股票代码:Roku)股价周三下跌 7.9%,收于 203.94 美元,为 2020 年 11 月 3 日 203.49 美元以来的最低收盘价。该股较 7 月 26 日下跌 58%,当时股价收于创纪录的 479.50 美元。周三下跌之际,美联储的言论导致以科技股为主的纳斯达克综合指数上涨超过 2%,标普500指数上涨 1.6%。</blockquote></p><p> Investors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.</p><p><blockquote>周三,环球电子公司(UEIC)的一则公告让投资者措手不及,该公告指的是国际贸易委员会(International Trade Commission)在一起涉及Roku某些遥控器技术的专利侵权案中的裁决。该案件于11月判决。</blockquote></p><p> “We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.</p><p><blockquote>“环球电子在新闻稿中说:”我们采取这一行动是为了保护我们高度创新的知识产权不被Roku未经授权使用,我们很高兴国际贸易中心承认Roku的侵权行为并责令其停止侵权行为。</blockquote></p><p> Roku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in Roku’s ability to continue to import products,” Roku said.</p><p><blockquote>Roku在一份声明中说,此案没有新的进展。“Roku说:”根据国际贸易中心的裁决,我们预计Roku继续进口产品的能力不会受到任何干扰。</blockquote></p><p> Oppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.</p><p><blockquote>奥本海默分析师 Jason Helfstein 指出,这一消息可能会给Roku股价带来压力。他称此次下跌为买入机会,并指出他对联网电视广告支出的乐观前景。Helfstein 将Roku股票评级为跑赢大盘,目标价为 400 美元。</blockquote></p><p> Aside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.</p><p><blockquote>除了销售流媒体设备外,该公司的大部分销售额来自其平台上的某些广告和订阅。近几个月来,随着大流行病的重新开放,人们对经济增长的预期有所下降,股市出现下跌。</blockquote></p><p> Also on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.</p><p><blockquote>同样在周三,对Roku股票给予跑输大盘评级的摩根士丹利分析师 Benjamin Swinburne 将目标价从 295 美元下调至 190 美元。他确实承认,在最近股价下跌之后,该股的风险回报设置对风险的偏差较小。</blockquote></p><p> “We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”</p><p><blockquote>“斯威本写道:”我们认为,市场低估了美国平台活跃账户的竞争,以及国际扩张规模所需的时间。“在美国,活跃客户增长极大地受益于 TCL 的份额增长,而持续增长将需要额外的份额增长或新的主要智能电视合作伙伴。”</blockquote></p><p> Other analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.</p><p><blockquote>其他分析师则更为乐观。基准分析师丹尼尔-库尔诺斯(Daniel Kurnos)在周三的一份报告中称,该股的反应被夸大了。他将该股的目标价定为 525 美元,并给予买入评级。</blockquote></p><p> J.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.</p><p><blockquote>摩根大通分析师道格·安穆斯 (Doug Anmuth) 称Roku是美国流媒体时长领先的流媒体平台,但他确实将目标从 435 美元下调至 315 美元。</blockquote></p><p> “Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.</p><p><blockquote>“他写道:”我们的牛市论点在很大程度上是由我们认为Roku巨大的广告机会推动的,流媒体约占美国 18-49 岁人群电视观看时间的 42%,但估计仅占电视广告预算的 15% 左右。</blockquote></p><p> He expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.</p><p><blockquote>他预计,到 2024 年,Roku广告业务的大幅增长将推动收入同比增长 25% 以上,随着平台部门的稳定和占收入比例的增长,盈利能力也会提高。Anmuth 将Roku股票评级为跑赢大盘。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/roku-stock-tumbled-51639611376?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://www.barrons.com/articles/roku-stock-tumbled-51639611376?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169241179","content_text":"Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.\nRoku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy Nasdaq Composite index up more than 2%, and the S&P 500 index up 1.6%.\nInvestors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.\n“We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.\nRoku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in Roku’s ability to continue to import products,” Roku said.\nOppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.\nAside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.\nAlso on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.\n“We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”\nOther analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.\nJ.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.\n“Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.\nHe expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.","news_type":1,"symbols_score_info":{"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690038708,"gmtCreate":1639612607646,"gmtModify":1639612607876,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690038708","repostId":"2191992248","repostType":4,"isVote":1,"tweetType":1,"viewCount":1305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690038662,"gmtCreate":1639612595257,"gmtModify":1639612595490,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690038662","repostId":"2191994940","repostType":4,"isVote":1,"tweetType":1,"viewCount":1314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607273419,"gmtCreate":1639553545552,"gmtModify":1639553562794,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607273419","repostId":"1196328402","repostType":4,"isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":878457756,"gmtCreate":1637225807230,"gmtModify":1637333773514,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/KLIC\">$Kulicke & Soffa(KLIC)$</a>ccounting on you! it's tonight","listText":"<a href=\"https://laohu8.com/S/KLIC\">$Kulicke & Soffa(KLIC)$</a>ccounting on you! it's tonight","text":"$Kulicke & Soffa(KLIC)$ccounting on you! it's tonight","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":18,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/878457756","isVote":1,"tweetType":1,"viewCount":1952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318967707,"gmtCreate":1611841511109,"gmtModify":1703754714548,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>TD and RH stopped all reddits ticker? Our Chinese brothers, let's pump this tgt? [微笑] ","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>TD and RH stopped all reddits ticker? Our Chinese brothers, let's pump this tgt? [微笑] ","text":"$Tiger Brokers(TIGR)$TD and RH stopped all reddits ticker? Our Chinese brothers, let's pump this tgt? [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/318967707","isVote":1,"tweetType":1,"viewCount":2662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608552992,"gmtCreate":1638763972689,"gmtModify":1638763972832,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/608552992","repostId":"1179313612","repostType":4,"repost":{"id":"1179313612","kind":"news","pubTimestamp":1638745398,"share":"https://www.laohunote.com/m/news/1179313612?lang=zh_CN&edition=full","pubTime":"2021-12-06 07:03","market":"us","language":"en","title":"Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179313612","media":"Barrons","summary":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer rep","content":"<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益,随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发,以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一,<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日,随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四,美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%,比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后,截至 9 月份,未偿消费者债务总额平均每月增加 200 亿美元,达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺,仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上,央行结束了量化宽松计划,并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人,为疫情开始以来的最低水平,仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议,并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%,比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次,上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时,最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66,略低于11月份的数据。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGame Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 07:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益,随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发,以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一,<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日,随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四,美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%,比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后,截至 9 月份,未偿消费者债务总额平均每月增加 200 亿美元,达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺,仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上,央行结束了量化宽松计划,并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人,为疫情开始以来的最低水平,仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议,并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%,比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次,上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时,最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66,略低于11月份的数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4088":"住宅建筑","GME":"游戏驿站","CVS":"西维斯健康","COST":"好市多","TOL":"托尔兄弟"},"source_url":"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1179313612","content_text":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. AutoZone, Casey’s General Stores, and Toll Brothers report earnings on Tuesday, followed by Brown-Forman and Campbell Soup on Wednesday. Broadcom, Costco Wholesale, and Hormel Foods round things out on Thursday.\nOn Monday, Union Pacific will hold a conference call to discuss its climate action plan. McKesson and Southwest Airlines host their 2021 investor days on Wednesday, followed by CVS Health and Tyson Foods on Thursday.\nThe Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.\nThe Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.\nMonday 12/6\nUnion Pacific holds a conference call to discuss its climate action plan.\nTuesday 12/7\nAutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.\nThe Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.\nWednesday 12/8\nThe BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.\nBrown-Forman, Campbell Soup, and GameStop report earnings.\nMcKesson and Southwest Airlines host their 2021 investor days.\nEdwards Lifesciences holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.\nThe Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.\nThursday 12/9\nBroadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.\nCVS Health and Tyson Foods host their annual investor days.\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.\nFriday 12/10\nArcher-Daniels-Midland holds its global investor day.\nCentene holds an investor meeting and will provide financial guidance for 2022.\nThe Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome Powell finally ditched “transitory” when discussing inflation before the Senate Banking Committee.\nThe University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.","news_type":1,"symbols_score_info":{"COST":0.9,"TOL":0.9,"GME":0.9,"CVS":0.9}},"isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857697150,"gmtCreate":1635520822235,"gmtModify":1635520822304,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Bankruptcy = deposited funds gone? ","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Bankruptcy = deposited funds gone? ","text":"$Tiger Brokers(TIGR)$Bankruptcy = deposited funds gone?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/857697150","isVote":1,"tweetType":1,"viewCount":1505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317867600,"gmtCreate":1612437559000,"gmtModify":1703761852048,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Get us to the moon! ","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Get us to the moon! ","text":"$AMC Entertainment(AMC)$Get us to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317867600","isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602796440,"gmtCreate":1639063645979,"gmtModify":1639064798790,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/KLIC\">$Kulicke & Soffa(KLIC)$</a>crossing 52 week high tonight ? 💎 🙌","listText":"<a href=\"https://laohu8.com/S/KLIC\">$Kulicke & Soffa(KLIC)$</a>crossing 52 week high tonight ? 💎 🙌","text":"$Kulicke & Soffa(KLIC)$crossing 52 week high tonight ? 💎 🙌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/602796440","isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315362777,"gmtCreate":1612200849799,"gmtModify":1703758822163,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>$20 tonight?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>$20 tonight?","text":"$Tiger Brokers(TIGR)$$20 tonight?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/315362777","isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572516934017147","authorId":"3572516934017147","name":"雨总","avatar":"https://static.tigerbbs.com/03dd09621d10bc14825b06624b6cb401","crmLevel":3,"crmLevelSwitch":0,"idStr":"3572516934017147","authorIdStr":"3572516934017147"},"content":"今天19.5吧,20还是有点压力的,慢慢来嘛,等美国证券监管部门把炒作GME,AMC等垃圾股的事件处置完毕了,之前集中在这些垃圾股中的资金自然会流回老虎,哔哩哔哩,拼多多这些优质潜力股中的!","text":"今天19.5吧,20还是有点压力的,慢慢来嘛,等美国证券监管部门把炒作GME,AMC等垃圾股的事件处置完毕了,之前集中在这些垃圾股中的资金自然会流回老虎,哔哩哔哩,拼多多这些优质潜力股中的!","html":"今天19.5吧,20还是有点压力的,慢慢来嘛,等美国证券监管部门把炒作GME,AMC等垃圾股的事件处置完毕了,之前集中在这些垃圾股中的资金自然会流回老虎,哔哩哔哩,拼多多这些优质潜力股中的!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":693736747,"gmtCreate":1640077330727,"gmtModify":1640077330935,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"Wow!","listText":"Wow!","text":"Wow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/693736747","repostId":"1189905265","repostType":4,"repost":{"id":"1189905265","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":1640077208,"share":"https://www.laohunote.com/m/news/1189905265?lang=zh_CN&edition=full","pubTime":"2021-12-21 17:00","market":"us","language":"en","title":"Micron Technology shares jumped more than 7% in premarket trading<blockquote>美光科技股价在盘前交易中上涨超过7%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189905265","media":"Tiger Newspress","summary":"Micron Technology shares jumped more than 7% in premarket trading.\nMicron Technology Inc on Monday d","content":"<p>Micron Technology shares jumped more than 7% in premarket trading.<img src=\"https://static.tigerbbs.com/13f5a463517e7333eaa82a23fa09108d\" tg-width=\"708\" tg-height=\"625\" referrerpolicy=\"no-referrer\"></p><p><blockquote>美光科技股价在盘前交易中上涨超过 7%。</blockquote></p><p> Micron Technology Inc on Monday delivered stronger quarterly results than Wall Street expected as data centers and electric vehicle manufacturers drove demand for its chips, and it forecast second-quarter sales and profits will also beat estimates with chip shortages easing in 2022.</p><p><blockquote>美光科技公司周一公布的季度业绩强于华尔街预期,原因是数据中心和电动汽车制造商推动了对其芯片的需求,该公司预计,随着 2022 年芯片短缺的缓解,第二季度的销售额和利润也将超出预期。</blockquote></p><p> Micron also disclosed that it has struck deals with its own suppliers to ease bottlenecks in its supply chain.</p><p><blockquote>美光还披露,它已经与自己的供应商达成协议,以缓解供应链中的瓶颈。</blockquote></p><p> In the first quarter, Micron reported sales of $7.69 billion, above analyst expectations of $7.67 billion, according to Refinitiv data. Micron earned $2.16 per share on an adjusted basis, beating expectations of $2.11 per share.</p><p><blockquote>根据 Refinitiv 的数据,美光第一季度销售额为 76.9 亿美元,高于分析师预期的 76.7 亿美元。美光调整后每股收益为 2.16 美元,超出预期的每股 2.11 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>Micron Technology shares jumped more than 7% in premarket trading<blockquote>美光科技股价在盘前交易中上涨超过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\">\nMicron Technology shares jumped more than 7% in premarket trading<blockquote>美光科技股价在盘前交易中上涨超过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\">2021-12-21 17:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Micron Technology shares jumped more than 7% in premarket trading.<img src=\"https://static.tigerbbs.com/13f5a463517e7333eaa82a23fa09108d\" tg-width=\"708\" tg-height=\"625\" referrerpolicy=\"no-referrer\"></p><p><blockquote>美光科技股价在盘前交易中上涨超过 7%。</blockquote></p><p> Micron Technology Inc on Monday delivered stronger quarterly results than Wall Street expected as data centers and electric vehicle manufacturers drove demand for its chips, and it forecast second-quarter sales and profits will also beat estimates with chip shortages easing in 2022.</p><p><blockquote>美光科技公司周一公布的季度业绩强于华尔街预期,原因是数据中心和电动汽车制造商推动了对其芯片的需求,该公司预计,随着 2022 年芯片短缺的缓解,第二季度的销售额和利润也将超出预期。</blockquote></p><p> Micron also disclosed that it has struck deals with its own suppliers to ease bottlenecks in its supply chain.</p><p><blockquote>美光还披露,它已经与自己的供应商达成协议,以缓解供应链中的瓶颈。</blockquote></p><p> In the first quarter, Micron reported sales of $7.69 billion, above analyst expectations of $7.67 billion, according to Refinitiv data. Micron earned $2.16 per share on an adjusted basis, beating expectations of $2.11 per share.</p><p><blockquote>根据 Refinitiv 的数据,美光第一季度销售额为 76.9 亿美元,高于分析师预期的 76.7 亿美元。美光调整后每股收益为 2.16 美元,超出预期的每股 2.11 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189905265","content_text":"Micron Technology shares jumped more than 7% in premarket trading.\nMicron Technology Inc on Monday delivered stronger quarterly results than Wall Street expected as data centers and electric vehicle manufacturers drove demand for its chips, and it forecast second-quarter sales and profits will also beat estimates with chip shortages easing in 2022.\nMicron also disclosed that it has struck deals with its own suppliers to ease bottlenecks in its supply chain.\nIn the first quarter, Micron reported sales of $7.69 billion, above analyst expectations of $7.67 billion, according to Refinitiv data. Micron earned $2.16 per share on an adjusted basis, beating expectations of $2.11 per share.","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":4970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851840755,"gmtCreate":1634895715836,"gmtModify":1634897146195,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>Time to take profit? not hitting $100 tonight ","listText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>Time to take profit? not hitting $100 tonight ","text":"$Digital World Acquisition Corp(DWAC)$Time to take profit? not hitting $100 tonight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/851840755","isVote":1,"tweetType":1,"viewCount":1937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":160326938,"gmtCreate":1623773129424,"gmtModify":1631883920932,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>ite the end :(","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>ite the end :(","text":"$Sundial Growers Inc.(SNDL)$ite the end :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/160326938","isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}