Ericlam的个人主页 - 老虎社区

Ericlam

Ericlam

Eric

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234粉丝

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0勋章

2021-12-21

Stay safe

抱歉，原内容已删除

2021-12-21

Great

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2021-12-18

Can buy some

EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7% and General Motors sliding 5%<blockquote>电动汽车股早盘大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，通用汽车下跌 5%</blockquote>

2021-12-15

nice

Warren Buffett's Berkshire Hathaway outruns Cathie Wood's Ark Innovation<blockquote>沃伦·巴菲特的伯克希尔·哈撒韦公司击败凯西·伍德的方舟创新公司</blockquote>

2021-12-14

Trade safely and get ready

Singapore Stock Market May Take Further Damage On Tuesday<blockquote>新加坡股市周二可能进一步受损</blockquote>

2021-12-13

Looking good

Where Will Rivian Be in 5 Years?<blockquote>5年后Rivian会在哪里？</blockquote>

2021-12-09

Great news

Pfizer Says Booster Neutralized Omicron but Variant May Elude Two Doses<blockquote>辉瑞表示加强剂中和了奥密克戎病毒，但变种病毒可能无法接种两剂</blockquote>

2021-11-26

Yes,good to invest in for long term

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2021-11-24

That’s great news

XPeng Earnings Beat Estimates. That Wasn’t the Biggest Surprise.<blockquote>小鹏汽车盈利超出预期。这并不是最大的惊喜。</blockquote>

2021-11-22

Good sharing

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2021-11-21

nice

抱歉，原内容已删除

2021-11-13

Nice

抱歉，原内容已删除

2021-11-03

Looking good 👍🏻

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2021-10-29

Still looking good

Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期，供应问题导致公司损失 60 亿美元</blockquote>

2021-10-28

Great report

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2021-10-27

Great report

Advanced Micro Devices Q3 Adj. EPS $0.73 Beats $0.67 Estimate, Sales $4.30B Beat $4.12B Estimate<blockquote>Advanced Micro Devices 第三季度调整后。每股收益 0.73 美元，超出预期 0.67 美元，销售额 4.30B 美元，超出预期 4.12B 美元</blockquote>

2021-10-26

🤩

Tesla drives toward $1 trillion club on record Hertz order<blockquote>特斯拉凭借创纪录的赫兹订单迈向 1 万亿美元俱乐部</blockquote>

2021-10-25

Good sharing

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2021-10-25

Watching FB and Apple

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2021-10-24

Definitely a good company to invest in

Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</blockquote>

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buy some","listText":"Can buy some","text":"Can buy some","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699562491","repostId":"1113440959","repostType":4,"repost":{"id":"1113440959","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":1639752802,"share":"https://www.laohunote.com/m/news/1113440959?lang=zh_CN&edition=full","pubTime":"2021-12-17 22:53","market":"us","language":"en","title":"EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7% and General Motors sliding 5%<blockquote>电动汽车股早盘大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，通用汽车下跌 5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113440959","media":"Tiger Newspress","summary":"EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7%, Lordstown","content":"<p>EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7%, Lordstown&nbsp;Motors&nbsp;sliding&nbsp;6%&nbsp;and General Motors sliding 5%.<img src=\"https://static.tigerbbs.com/cd629a366b9a963976bc2a56e7c34763\" tg-width=\"282\" tg-height=\"468\" width=\"100%\" height=\"auto\"></p><p><blockquote>电动汽车股在早盘交易中大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，Lordstown Motors 下跌 6%，通用汽车下跌 5%。</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>EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7% and General Motors sliding 5%<blockquote>电动汽车股早盘大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，通用汽车下跌 5%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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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\">2021-12-17 22:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7%, Lordstown&nbsp;Motors&nbsp;sliding&nbsp;6%&nbsp;and General Motors sliding 5%.<img src=\"https://static.tigerbbs.com/cd629a366b9a963976bc2a56e7c34763\" tg-width=\"282\" tg-height=\"468\" width=\"100%\" height=\"auto\"></p><p><blockquote>电动汽车股在早盘交易中大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，Lordstown Motors 下跌 6%，通用汽车下跌 5%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group 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5%.","news_type":1,"symbols_score_info":{"GM":0.9,"RIVN":0.9,"RIDE":0.9,"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":5445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607880568,"gmtCreate":1639524804831,"gmtModify":1639793509639,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/607880568","repostId":"1175111161","repostType":4,"repost":{"id":"1175111161","kind":"news","pubTimestamp":1639524053,"share":"https://www.laohunote.com/m/news/1175111161?lang=zh_CN&edition=full","pubTime":"2021-12-15 07:20","market":"us","language":"en","title":"Warren Buffett's Berkshire Hathaway outruns Cathie Wood's Ark Innovation<blockquote>沃伦·巴菲特的伯克希尔·哈撒韦公司击败凯西·伍德的方舟创新公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175111161","media":"seekingalpha","summary":"In what could be called a tortoise (value) vs. hare (growth) matchup, the tortoise appears to be win","content":"<p>In what could be called a tortoise (value) vs. hare (growth) matchup, the tortoise appears to be winning this year. In the past month, Berkshire Hathaway (BRK.B +1.8%) (BRK.A +1.5%) increases its lead on the more mercurial Ark Innovation ETF (ARKK -3.0%).</p><p><blockquote>在可以被称为乌龟（价值）与野兔（增长）的比赛中，乌龟今年似乎赢了。在过去的一个月里，伯克希尔哈撒韦公司 (BRK.B +1.8%) (BRK.A +1.5%) 扩大了其在波动较大的 Ark Innovation ETF (ARKK -3.0%) 中的领先优势。</blockquote></p><p> Of course, Berkshire could be getting a leg up from Apple's (AAPL -1.1%) 17% gain in the past month. Apple is Berkshire's biggest equity holding and made up about half of the investment firm's equity portfolio (as of Dec. 10), according to Business Insider.</p><p><blockquote>当然，伯克希尔哈撒韦公司可能会从苹果 (AAPL -1.1%) 过去一个月 17% 的涨幅中受益。据 Business Insider 报道，苹果是伯克希尔最大的股权持有者，约占该投资公司股票投资组合的一半（截至 12 月 10 日）。</blockquote></p><p> In the past month (as of Monday's close), Berkshire's B (NYSE:BRK.B) shares rose 1.4%, exceeding the S&amp;P 500's 0.2% decline and Ark Innovation's (NYSEARCA:ARKK) 20% drop as seen in the graph below.</p><p><blockquote>过去一个月（截至周一收盘），伯克希尔 B (NYSE:BRK.B) 股价上涨 1.4%，超过标准普尔 500 指数 0.2% 的跌幅和方舟创新 (NYSEARCA:ARKK) 20% 的跌幅，如下图所示。</blockquote></p><p> Ark Innovation (ARKK) had a sizeable lead on Berkshire in February when retail investors piled into popular stay-at-home trades like Coinbase (NASDAQ:COIN), Roku (NASDAQ:ROKU), Teladoc (NYSE:TDOC), and Zoom Video Communications (NASDAQ:ZM), all stocks included in the ETF.</p><p><blockquote>Ark Innovation (ARKK) 在 2 月份领先伯克希尔，当时散户投资者纷纷涌入 Coinbase（纳斯达克股票代码：COIN）、Roku（纳斯达克股票代码：ROKU）、Teladoc（纽约证券交易所股票代码：TDOC）和Zoom Video通信（纳斯达克股票代码：ZM），所有股票都包含在 ETF 中。</blockquote></p><p> Since then, all four tech names have lagged the S&amp;P 500, with only Coinbase managing a gain for the year.</p><p><blockquote>从那时起，所有四家科技公司的表现都落后于标普500，只有比特币基地今年实现了上涨。</blockquote></p><p> SA contributor Steven Fiorillo calls Berkshire (BRK.B) a \"complete value opportunity in a market obsessed with growth.\"</p><p><blockquote>SA 撰稿人 Steven Fiorillo 评级伯克希尔 (BRK.B) “痴迷于增长的市场中的完整价值机会”。</blockquote></p><p> Last week, BofA Securities said long-duration tech is now trading like the post-dot-com bubble in 2000 and 2001.</p><p><blockquote>上周，美国银行证券表示，长期科技股现在的交易就像 2000 年和 2001 年互联网泡沫后一样。</blockquote></p><p></p>","source":"lsy1638401102509","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett's Berkshire Hathaway outruns Cathie Wood's Ark Innovation<blockquote>沃伦·巴菲特的伯克希尔·哈撒韦公司击败凯西·伍德的方舟创新公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett's Berkshire Hathaway outruns Cathie Wood's Ark Innovation<blockquote>沃伦·巴菲特的伯克希尔·哈撒韦公司击败凯西·伍德的方舟创新公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-12-15 07:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In what could be called a tortoise (value) vs. hare (growth) matchup, the tortoise appears to be winning this year. In the past month, Berkshire Hathaway (BRK.B +1.8%) (BRK.A +1.5%) increases its lead on the more mercurial Ark Innovation ETF (ARKK -3.0%).</p><p><blockquote>在可以被称为乌龟（价值）与野兔（增长）的比赛中，乌龟今年似乎赢了。在过去的一个月里，伯克希尔哈撒韦公司 (BRK.B +1.8%) (BRK.A +1.5%) 扩大了其在波动较大的 Ark Innovation ETF (ARKK -3.0%) 中的领先优势。</blockquote></p><p> Of course, Berkshire could be getting a leg up from Apple's (AAPL -1.1%) 17% gain in the past month. Apple is Berkshire's biggest equity holding and made up about half of the investment firm's equity portfolio (as of Dec. 10), according to Business Insider.</p><p><blockquote>当然，伯克希尔哈撒韦公司可能会从苹果 (AAPL -1.1%) 过去一个月 17% 的涨幅中受益。据 Business Insider 报道，苹果是伯克希尔最大的股权持有者，约占该投资公司股票投资组合的一半（截至 12 月 10 日）。</blockquote></p><p> In the past month (as of Monday's close), Berkshire's B (NYSE:BRK.B) shares rose 1.4%, exceeding the S&amp;P 500's 0.2% decline and Ark Innovation's (NYSEARCA:ARKK) 20% drop as seen in the graph below.</p><p><blockquote>过去一个月（截至周一收盘），伯克希尔 B (NYSE:BRK.B) 股价上涨 1.4%，超过标准普尔 500 指数 0.2% 的跌幅和方舟创新 (NYSEARCA:ARKK) 20% 的跌幅，如下图所示。</blockquote></p><p> Ark Innovation (ARKK) had a sizeable lead on Berkshire in February when retail investors piled into popular stay-at-home trades like Coinbase (NASDAQ:COIN), Roku (NASDAQ:ROKU), Teladoc (NYSE:TDOC), and Zoom Video Communications (NASDAQ:ZM), all stocks included in the ETF.</p><p><blockquote>Ark Innovation (ARKK) 在 2 月份领先伯克希尔，当时散户投资者纷纷涌入 Coinbase（纳斯达克股票代码：COIN）、Roku（纳斯达克股票代码：ROKU）、Teladoc（纽约证券交易所股票代码：TDOC）和Zoom Video通信（纳斯达克股票代码：ZM），所有股票都包含在 ETF 中。</blockquote></p><p> Since then, all four tech names have lagged the S&amp;P 500, with only Coinbase managing a gain for the year.</p><p><blockquote>从那时起，所有四家科技公司的表现都落后于标普500，只有比特币基地今年实现了上涨。</blockquote></p><p> SA contributor Steven Fiorillo calls Berkshire (BRK.B) a \"complete value opportunity in a market obsessed with growth.\"</p><p><blockquote>SA 撰稿人 Steven Fiorillo 评级伯克希尔 (BRK.B) “痴迷于增长的市场中的完整价值机会”。</blockquote></p><p> Last week, BofA Securities said long-duration tech is now trading like the post-dot-com bubble in 2000 and 2001.</p><p><blockquote>上周，美国银行证券表示，长期科技股现在的交易就像 2000 年和 2001 年互联网泡沫后一样。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3780056-warren-buffetts-berkshire-hathaway-outruns-cathie-woods-ark-innovation\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","ARKK":"ARK Innovation ETF"},"source_url":"https://seekingalpha.com/news/3780056-warren-buffetts-berkshire-hathaway-outruns-cathie-woods-ark-innovation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175111161","content_text":"In what could be called a tortoise (value) vs. hare (growth) matchup, the tortoise appears to be winning this year. In the past month, Berkshire Hathaway (BRK.B +1.8%) (BRK.A +1.5%) increases its lead on the more mercurial Ark Innovation ETF (ARKK -3.0%).\nOf course, Berkshire could be getting a leg up from Apple's (AAPL -1.1%) 17% gain in the past month. Apple is Berkshire's biggest equity holding and made up about half of the investment firm's equity portfolio (as of Dec. 10), according to Business Insider.\nIn the past month (as of Monday's close), Berkshire's B (NYSE:BRK.B) shares rose 1.4%, exceeding the S&P 500's 0.2% decline and Ark Innovation's (NYSEARCA:ARKK) 20% drop as seen in the graph below.\n\nArk Innovation (ARKK) had a sizeable lead on Berkshire in February when retail investors piled into popular stay-at-home trades like Coinbase (NASDAQ:COIN), Roku (NASDAQ:ROKU), Teladoc (NYSE:TDOC), and Zoom Video Communications (NASDAQ:ZM), all stocks included in the ETF.\n\nSince then, all four tech names have lagged the S&P 500, with only Coinbase managing a gain for the year.\nSA contributor Steven Fiorillo calls Berkshire (BRK.B) a \"complete value opportunity in a market obsessed with growth.\"\n\nLast week, BofA Securities said long-duration tech is now trading like the post-dot-com bubble in 2000 and 2001.","news_type":1,"symbols_score_info":{"ARKK":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":3536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604449333,"gmtCreate":1639441530250,"gmtModify":1639441532386,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"Trade safely and get ready&nbsp;","listText":"Trade safely and get ready&nbsp;","text":"Trade safely and get ready","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604449333","repostId":"1153452688","repostType":4,"repost":{"id":"1153452688","kind":"news","pubTimestamp":1639440450,"share":"https://www.laohunote.com/m/news/1153452688?lang=zh_CN&edition=full","pubTime":"2021-12-14 08:07","market":"sg","language":"en","title":"Singapore Stock Market May Take Further Damage On Tuesday<blockquote>新加坡股市周二可能进一步受损</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153452688","media":"RTTNews","summary":"The Singapore stock market has finished lower in two straight sessions, sinking more than 20 points ","content":"<p>The Singapore stock market has finished lower in two straight sessions, sinking more than 20 points or 0.7 percent along the way. The Straits Times Index now sits just beneath the 3,120-point plateau and it may extend its losses on Tuesday.</p><p><blockquote>新加坡股市连续两个交易日收低，一路下跌超过20点或0.7%。海峡时报指数目前略低于 3,120 点的平台位，周二可能会扩大跌幅。</blockquote></p><p> The global forecast for the Asian&nbsp;markets&nbsp;is negative, likely led lower by weakness from the oil and technology stocks. The European and U.S. markets were down and the Asian bourses are tipped to follow that lead.</p><p><blockquote>亚洲市场的全球预测是负面的，可能是石油和科技股的疲软导致下跌。欧洲和美国市场下跌，亚洲股市预计也将跟随这一趋势。</blockquote></p><p> The STI finished modestly lower on Monday as losses from the financial shares and industrials were mitigated by support from the property sector.</p><p><blockquote>由于房地产行业的支撑缓解了金融股和工业股的跌幅，STI 周一小幅收低。</blockquote></p><p> For the day, the index lost 15.66 points or 0.50 percent to finish at the daily low of 3,119.95 after peaking at 3,161.95. Volume was 1.7 billion shares worth 848.3 million Singapore dollars. There were 253 decliners and 202 gainers.</p><p><blockquote>当天，该指数下跌 15.66 点或 0.50%，在触及 3,161.95 点的峰值后，收于 3,119.95 点的日低点。成交量为17亿股，价值8.483亿新加坡元。下跌者253人，上涨者202人。</blockquote></p><p> Among the actives, Ascendas REIT skidded 0.68 percent, while CapitaLand Integrated Commercial Trust added 0.49 percent, City Developments advanced 0.72 percent, Dairy Farm International plunged 1.34 percent, DBS Group eased 0.19 percent, Genting Singapore sank 0.63 percent, Keppel Corp tanked 1.15 percent, Mapletree Commercial Trust surrendered 0.98 percent, Mapletree Logistics Trust tumbled 1.05 percent, Oversea-Chinese Banking Corporation fell 0.44 percent, SATS shed 0.51 percent, SembCorp Industries plummeted 2.49 percent, Singapore Airlines rose 0.20 percent, Singapore Exchange dropped 0.53 percent, Singapore Technologies Engineering slid 0.26 percent, SingTel retreated 0.82 percent, Thai Beverage jumped 1.50 percent, United Overseas Bank declined 0.86 percent, Wilmar International lost 0.48 percent and Comfort DelGro, Yangzijiang Shipbuilding, Singapore Press Holdings and Hongkong Land were unchanged.</p><p><blockquote>资产中，Ascendas REIT下跌0.68%，凯德综合商业信托上涨0.49%，City Developments上涨0.72%，Dairy Farm International暴跌1.34%，星展集团下跌0.19%，云顶新加坡下跌0.63%，吉宝公司下跌1.15%，丰树商业信托放弃0.98%，丰树物流信托暴跌1.05%，华侨银行下跌0.44%，SATS下跌0.51%，胜科实业暴跌2.49%，新加坡航空公司上涨0.20%，新加坡交易所下跌0.53%，新加坡科技工程下跌0.26%，新加坡电信下跌0.82%，泰国饮料上涨1.50%，大华银行下跌0.86%，丰益国际下跌0.48%，康富德高</blockquote></p><p> The lead from Wall Street is soft as the major averages opened in the red on Monday and stayed under water throughout the trading day.</p><p><blockquote>华尔街的领先优势疲软，主要股指周一开盘下跌，整个交易日都处于水下。</blockquote></p><p> The Dow tumbled 320.04 points or 0.89 percent to finish at 35,650.95, while the NASDAQ sank 217.32 points or 1.39 percent to close at 15,413.28 and the S&amp;P 500 lost 43.05 points or 0.91 percent to end at 4,668.97.</p><p><blockquote>道琼斯指数下跌320.04点，跌幅0.89%，收于35650.95点；纳斯达克指数下跌217.32点，跌幅1.39%，收于15413.28点；标普500指数下跌43.05点，跌幅0.91%，收于4668.97点。</blockquote></p><p> The pullback on Wall Street reflected profit taking, as traders cashed in on some of the strength in the markets last week. The major averages all moved sharply higher last week, with the S&amp;P 500 ending last Friday's trading at a new record closing high.</p><p><blockquote>华尔街的回调反映了获利了结，因为交易员利用了上周市场的一些强势。主要平均指数上周均大幅走高，标普500指数上周五收盘创下收盘新高。</blockquote></p><p> Traders may also have been moving money out of stocks and into safer havens ahead of the Federal Reserve's money policy announcement on Wednesday.</p><p><blockquote>在美联储周三宣布货币政策之前，交易员也可能将资金从股票中转移到更安全的避风港。</blockquote></p><p> The Fed is expected to discuss accelerating the pace of tapering its asset purchase program, with reports suggesting the central bank could double the rate to $30 billion per month.</p><p><blockquote>预计美联储将讨论加快缩减资产购买计划的步伐，有报道称美联储可能会将利率增加一倍，达到每月 300 亿美元。</blockquote></p><p> Crude oil futures settled lower on Monday on concerns about the outlook for energy demand amid worries about the impact of the Omicron variant of the&nbsp;coronavirus. West Texas Intermediate Crude oil futures for January ended down by $0.38 or 0.5 percent at $71.29 a barrel.</p><p><blockquote>由于担心冠状病毒奥密克戎变种的影响，对能源需求前景的担忧，原油期货周一收低。1月份西德克萨斯中质原油期货收盘下跌0.38美元，跌幅0.5%，至每桶71.29美元。</blockquote></p><p></p>","source":"lsy1626938412129","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stock Market May Take Further Damage On Tuesday<blockquote>新加坡股市周二可能进一步受损</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stock Market May Take Further Damage On Tuesday<blockquote>新加坡股市周二可能进一步受损</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">RTTNews</strong><span class=\"h-time small\">2021-12-14 08:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Singapore stock market has finished lower in two straight sessions, sinking more than 20 points or 0.7 percent along the way. The Straits Times Index now sits just beneath the 3,120-point plateau and it may extend its losses on Tuesday.</p><p><blockquote>新加坡股市连续两个交易日收低，一路下跌超过20点或0.7%。海峡时报指数目前略低于 3,120 点的平台位，周二可能会扩大跌幅。</blockquote></p><p> The global forecast for the Asian&nbsp;markets&nbsp;is negative, likely led lower by weakness from the oil and technology stocks. The European and U.S. markets were down and the Asian bourses are tipped to follow that lead.</p><p><blockquote>亚洲市场的全球预测是负面的，可能是石油和科技股的疲软导致下跌。欧洲和美国市场下跌，亚洲股市预计也将跟随这一趋势。</blockquote></p><p> The STI finished modestly lower on Monday as losses from the financial shares and industrials were mitigated by support from the property sector.</p><p><blockquote>由于房地产行业的支撑缓解了金融股和工业股的跌幅，STI 周一小幅收低。</blockquote></p><p> For the day, the index lost 15.66 points or 0.50 percent to finish at the daily low of 3,119.95 after peaking at 3,161.95. Volume was 1.7 billion shares worth 848.3 million Singapore dollars. There were 253 decliners and 202 gainers.</p><p><blockquote>当天，该指数下跌 15.66 点或 0.50%，在触及 3,161.95 点的峰值后，收于 3,119.95 点的日低点。成交量为17亿股，价值8.483亿新加坡元。下跌者253人，上涨者202人。</blockquote></p><p> Among the actives, Ascendas REIT skidded 0.68 percent, while CapitaLand Integrated Commercial Trust added 0.49 percent, City Developments advanced 0.72 percent, Dairy Farm International plunged 1.34 percent, DBS Group eased 0.19 percent, Genting Singapore sank 0.63 percent, Keppel Corp tanked 1.15 percent, Mapletree Commercial Trust surrendered 0.98 percent, Mapletree Logistics Trust tumbled 1.05 percent, Oversea-Chinese Banking Corporation fell 0.44 percent, SATS shed 0.51 percent, SembCorp Industries plummeted 2.49 percent, Singapore Airlines rose 0.20 percent, Singapore Exchange dropped 0.53 percent, Singapore Technologies Engineering slid 0.26 percent, SingTel retreated 0.82 percent, Thai Beverage jumped 1.50 percent, United Overseas Bank declined 0.86 percent, Wilmar International lost 0.48 percent and Comfort DelGro, Yangzijiang Shipbuilding, Singapore Press Holdings and Hongkong Land were unchanged.</p><p><blockquote>资产中，Ascendas REIT下跌0.68%，凯德综合商业信托上涨0.49%，City Developments上涨0.72%，Dairy Farm International暴跌1.34%，星展集团下跌0.19%，云顶新加坡下跌0.63%，吉宝公司下跌1.15%，丰树商业信托放弃0.98%，丰树物流信托暴跌1.05%，华侨银行下跌0.44%，SATS下跌0.51%，胜科实业暴跌2.49%，新加坡航空公司上涨0.20%，新加坡交易所下跌0.53%，新加坡科技工程下跌0.26%，新加坡电信下跌0.82%，泰国饮料上涨1.50%，大华银行下跌0.86%，丰益国际下跌0.48%，康富德高</blockquote></p><p> The lead from Wall Street is soft as the major averages opened in the red on Monday and stayed under water throughout the trading day.</p><p><blockquote>华尔街的领先优势疲软，主要股指周一开盘下跌，整个交易日都处于水下。</blockquote></p><p> The Dow tumbled 320.04 points or 0.89 percent to finish at 35,650.95, while the NASDAQ sank 217.32 points or 1.39 percent to close at 15,413.28 and the S&amp;P 500 lost 43.05 points or 0.91 percent to end at 4,668.97.</p><p><blockquote>道琼斯指数下跌320.04点，跌幅0.89%，收于35650.95点；纳斯达克指数下跌217.32点，跌幅1.39%，收于15413.28点；标普500指数下跌43.05点，跌幅0.91%，收于4668.97点。</blockquote></p><p> The pullback on Wall Street reflected profit taking, as traders cashed in on some of the strength in the markets last week. The major averages all moved sharply higher last week, with the S&amp;P 500 ending last Friday's trading at a new record closing high.</p><p><blockquote>华尔街的回调反映了获利了结，因为交易员利用了上周市场的一些强势。主要平均指数上周均大幅走高，标普500指数上周五收盘创下收盘新高。</blockquote></p><p> Traders may also have been moving money out of stocks and into safer havens ahead of the Federal Reserve's money policy announcement on Wednesday.</p><p><blockquote>在美联储周三宣布货币政策之前，交易员也可能将资金从股票中转移到更安全的避风港。</blockquote></p><p> The Fed is expected to discuss accelerating the pace of tapering its asset purchase program, with reports suggesting the central bank could double the rate to $30 billion per month.</p><p><blockquote>预计美联储将讨论加快缩减资产购买计划的步伐，有报道称美联储可能会将利率增加一倍，达到每月 300 亿美元。</blockquote></p><p> Crude oil futures settled lower on Monday on concerns about the outlook for energy demand amid worries about the impact of the Omicron variant of the&nbsp;coronavirus. West Texas Intermediate Crude oil futures for January ended down by $0.38 or 0.5 percent at $71.29 a barrel.</p><p><blockquote>由于担心冠状病毒奥密克戎变种的影响，对能源需求前景的担忧，原油期货周一收低。1月份西德克萨斯中质原油期货收盘下跌0.38美元，跌幅0.5%，至每桶71.29美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.rttnews.com/3248927/singapore-stock-market-may-take-further-damage-on-tuesday.aspx?type=glcom\">RTTNews</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3248927/singapore-stock-market-may-take-further-damage-on-tuesday.aspx?type=glcom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153452688","content_text":"The Singapore stock market has finished lower in two straight sessions, sinking more than 20 points or 0.7 percent along the way. The Straits Times Index now sits just beneath the 3,120-point plateau and it may extend its losses on Tuesday.\nThe global forecast for the Asian markets is negative, likely led lower by weakness from the oil and technology stocks. The European and U.S. markets were down and the Asian bourses are tipped to follow that lead.\nThe STI finished modestly lower on Monday as losses from the financial shares and industrials were mitigated by support from the property sector.\nFor the day, the index lost 15.66 points or 0.50 percent to finish at the daily low of 3,119.95 after peaking at 3,161.95. Volume was 1.7 billion shares worth 848.3 million Singapore dollars. There were 253 decliners and 202 gainers.\nAmong the actives, Ascendas REIT skidded 0.68 percent, while CapitaLand Integrated Commercial Trust added 0.49 percent, City Developments advanced 0.72 percent, Dairy Farm International plunged 1.34 percent, DBS Group eased 0.19 percent, Genting Singapore sank 0.63 percent, Keppel Corp tanked 1.15 percent, Mapletree Commercial Trust surrendered 0.98 percent, Mapletree Logistics Trust tumbled 1.05 percent, Oversea-Chinese Banking Corporation fell 0.44 percent, SATS shed 0.51 percent, SembCorp Industries plummeted 2.49 percent, Singapore Airlines rose 0.20 percent, Singapore Exchange dropped 0.53 percent, Singapore Technologies Engineering slid 0.26 percent, SingTel retreated 0.82 percent, Thai Beverage jumped 1.50 percent, United Overseas Bank declined 0.86 percent, Wilmar International lost 0.48 percent and Comfort DelGro, Yangzijiang Shipbuilding, Singapore Press Holdings and Hongkong Land were unchanged.\nThe lead from Wall Street is soft as the major averages opened in the red on Monday and stayed under water throughout the trading day.\nThe Dow tumbled 320.04 points or 0.89 percent to finish at 35,650.95, while the NASDAQ sank 217.32 points or 1.39 percent to close at 15,413.28 and the S&P 500 lost 43.05 points or 0.91 percent to end at 4,668.97.\nThe pullback on Wall Street reflected profit taking, as traders cashed in on some of the strength in the markets last week. The major averages all moved sharply higher last week, with the S&P 500 ending last Friday's trading at a new record closing high.\nTraders may also have been moving money out of stocks and into safer havens ahead of the Federal Reserve's money policy announcement on Wednesday.\nThe Fed is expected to discuss accelerating the pace of tapering its asset purchase program, with reports suggesting the central bank could double the rate to $30 billion per month.\nCrude oil futures settled lower on Monday on concerns about the outlook for energy demand amid worries about the impact of the Omicron variant of the coronavirus. West Texas Intermediate Crude oil futures for January ended down by $0.38 or 0.5 percent at $71.29 a barrel.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":3576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604181362,"gmtCreate":1639359313860,"gmtModify":1639359315930,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"Looking good&nbsp;","listText":"Looking good&nbsp;","text":"Looking good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604181362","repostId":"1103000405","repostType":4,"repost":{"id":"1103000405","kind":"news","pubTimestamp":1639355233,"share":"https://www.laohunote.com/m/news/1103000405?lang=zh_CN&edition=full","pubTime":"2021-12-13 08:27","market":"us","language":"en","title":"Where Will Rivian Be in 5 Years?<blockquote>5年后Rivian会在哪里？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103000405","media":"Motley Fool","summary":"$Rivian Automotive, Inc.$ got loads of attention and interest after its recent IPO. And why not?The newly listed company has left the likes of Ford, General Motors, and Tesla behind in launching an all-electric pickup truck. It has also got more than 55,000 pre-orders for its pickup truck and SUV.Yet, Rivian is at a very early stage, having delivered just 156 vehicles through October. Let's look at where the company and its stock could be five years from now.Rivian plans to focus on the pickup t","content":"<p><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a> got loads of attention and interest after its recent IPO. And why not? The newly listed company has left the likes of Ford, General Motors, and Tesla behind in launching an all-electric pickup truck. It has also got more than 55,000 pre-orders for its pickup truck and SUV.</p><p><blockquote><a href=\"https://laohu8.com/S/RIVN\">Rivian汽车公司。</a>在最近的首次公开募股后引起了很多关注和兴趣。为什么不呢？这家新上市公司在推出全电动皮卡方面将福特、通用汽车和特斯拉等公司甩在了后面。它的皮卡和SUV也获得了超过55,000份预订。</blockquote></p><p> Yet, Rivian is at a very early stage, having delivered just 156 vehicles through October. Let's look at where the company and its stock could be five years from now.</p><p><blockquote>然而，Rivian正处于非常早期的阶段，截至 10 月份仅交付了 156 辆汽车。让我们看看五年后该公司及其股票的走势。</blockquote></p><p> <b>Rivian's growth plans</b></p><p><blockquote><b>Rivian 的增长计划</b></blockquote></p><p> Rivian plans to focus on the pickup truck, SUV, and commercial van market segments in the near term. Its focus geographies initially include the U.S., Canada, and Western Europe. In the long term, the company hopes to grow by entering new key markets as well as developing adjacent products. Rivian has started commercial production of its pickup truck R1T and plans to start production of its SUV -- R1S -- and electric delivery van in December.</p><p><blockquote>Rivian计划在短期内专注于皮卡、SUV和商用货车细分市场。其重点地区最初包括美国、加拿大和西欧。从长远来看，该公司希望通过进入新的关键市场以及开发相关产品来实现增长。Rivian已开始商业生产皮卡 R1T，并计划于 12 月开始生产 SUV R1S 和电动送货车。</blockquote></p><p> Rivian's production facility in Normal, Illinois, has an estimated annual production capacity of 150,000 units. In addition to 55,000 pre-orders for R1T and R1S, Rivian has an agreement with Amazon for 100,000 delivery vans through 2030. However, Rivian expects to deliver all of the vans by as early as 2025.</p><p><blockquote>Rivian 位于伊利诺伊州诺莫尔的生产工厂预计年产能为 150,000 辆。除了 R1T 和 R1S 的 55,000 份预购外，Rivian还与亚马逊达成协议，到 2030 年将交付 100,000 辆送货车。然而，Rivian预计最早将于 2025 年交付所有货车。</blockquote></p><p> It expects to deliver its pre-order backlog of 55,000 R1Ts and R1Ss by the end of 2023. Further, Rivian expects to reach an annual production rate of 150,000 vehicles (including commercial vehicles) by late 2023.</p><p><blockquote>预计到 2023 年底，预计将交付 55,000 辆 R1T 和 R1Ss 的积压订单。此外，Rivian预计到2023年底，年产量将达到15万辆（包括商用车）。</blockquote></p><p> If things go as per Rivian's plan, the company would have delivered 55,000 pickup trucks and SUVs, in addition to, say, half of its 100,000 commercial delivery vans by the end of 2023. In five years, it could be producing 150,000 vehicles annually and might already be setting up a new production facility.</p><p><blockquote>如果一切按照 Rivian 的计划进行，到 2023 年底，该公司将交付 55,000 辆皮卡车和 SUV，此外还将交付 100,000 辆商用送货车中的一半。五年后，该公司每年可能生产 15 万辆汽车，并且可能已经建立了一个新的生产设施。</blockquote></p><p> <b>What could support Rivian's growth</b></p><p><blockquote><b>什么可以支持 Rivian 的增长</b></blockquote></p><p> In addition to broader governmental and regulatory support for EVs, Rivian has some distinct advantages. First, it is targeting the pickup trucks and SUVs segment, which are among the highest-volume and most profitable auto segments. Similarly, e-commerce growth is pushing the demand for delivery vehicles -- another of Rivian's key segments. Logistics and e-commerce companies are transforming their fleets to electric vehicles, anticipating increased regulatory requirements for the same.</p><p><blockquote>除了政府和监管机构对电动汽车的更广泛支持外，Rivian还有一些明显的优势。首先，它的目标是皮卡和SUV细分市场，这是销量最高、利润最高的汽车细分市场之一。同样，电子商务的增长正在推动对送货车辆的需求，送货车辆是 Rivian 的另一个关键领域。物流和电子商务公司正在将其车队转变为电动汽车，预计对电动汽车的监管要求将会增加。</blockquote></p><p> Further, Rivian's own charging network may help its growth. Rivian hopes to appeal to its potential customers and build confidence in the brand through its own network of chargers. In sync with the company's offerings, it plans to place chargers at adventurous destinations, in addition to interstates. By the end of 2023, the company plans to install more than 3,500 fast chargers at over 600 sites. Additionally, the company intends to install more than 10,000 level 2 chargers through 2023.</p><p><blockquote>此外，Rivian 自己的充电网络可能有助于其增长。Rivian希望通过自己的充电器网络吸引潜在客户并建立对品牌的信心。与该公司的产品同步，除了州际公路之外，它还计划在冒险目的地放置充电器。到 2023 年底，该公司计划在 600 多个站点安装 3,500 多个快速充电器。此外，该公司计划到 2023 年安装超过 10,000 个 2 级充电器。</blockquote></p><p> Rivian's direct-to-customer model, with no dealer network, along with its own charging and service network could help it deliver an end-to-end differentiated customer experience. Over time, the company hopes to monetize this through high-value services and subscription opportunities, including membership and software services, financing, insurance, charging, maintenance, repair, as well as Rivian's own resale program.</p><p><blockquote>Rivian 的直接面向客户的模式，没有经销商网络，以及自己的充电和服务网络，可以帮助其提供端到端差异化的客户体验。随着时间的推移，该公司希望通过高价值服务和订阅机会将其货币化，包括会员和软件服务、融资、保险、充电、维护、维修以及 Rivian 自己的转售计划。</blockquote></p><p> Finally, the recent interest in Rivian shows that it has already managed to become a known brand without actually spending much on branding.</p><p><blockquote>最后，最近对Rivian的兴趣表明，它已经成功地成为一个知名品牌，而实际上并没有在品牌上花费太多。</blockquote></p><p> <b>Is Rivian stock a buy?</b></p><p><blockquote><b>Rivian股票值得买入吗？</b></blockquote></p><p> All of these factors make Rivian look like an interesting company. However, it is worth noting that these factors could already be priced into the stock. With a market valuation of more than $100 billion, investors are pricing Rivian for perfection.</p><p><blockquote>所有这些因素都让Rivian看起来像一家有趣的公司。然而，值得注意的是，这些因素已经可以计入股票的价格。Rivian的市值超过 1000 亿美元，投资者对其定价非常完美。</blockquote></p><p> In addition to execution risks, challenges from competition also need to be considered. As an example, Ford already has nearly 200,000 reservations for its upcoming electric pickup truck, F-150 Lightning. Similarly, upcoming electric pickup trucks from Tesla, General Motors, and several others will further heat up competition for Rivian. Rivian still needs to prove that it can deliver vehicles profitably and scale up production as planned.</p><p><blockquote>除了执行风险，还需要考虑来自竞争的挑战。例如，福特即将推出的电动皮卡车 F-150 Lightning 已经获得了近 20 万份预订。同样，特斯拉、通用汽车和其他几家公司即将推出的电动皮卡将进一步加剧Rivian的竞争。Rivian仍需证明其能够盈利地交付车辆并按计划扩大生产规模。</blockquote></p><p> Overall, though Rivian looks promising, its stock price could already be reflecting that. Investors will get more updates on the company's progress when it releases its third-quarter results on Dec. 16.</p><p><blockquote>总体而言，尽管Rivian看起来很有前途，但其股价可能已经反映了这一点。当该公司于 12 月 16 日发布第三季度业绩时，投资者将获得有关该公司进展的更多最新信息。</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>Where Will Rivian Be in 5 Years?<blockquote>5年后Rivian会在哪里？</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\">\nWhere Will Rivian Be in 5 Years?<blockquote>5年后Rivian会在哪里？</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\">2021-12-13 08:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a> got loads of attention and interest after its recent IPO. And why not? The newly listed company has left the likes of Ford, General Motors, and Tesla behind in launching an all-electric pickup truck. It has also got more than 55,000 pre-orders for its pickup truck and SUV.</p><p><blockquote><a href=\"https://laohu8.com/S/RIVN\">Rivian汽车公司。</a>在最近的首次公开募股后引起了很多关注和兴趣。为什么不呢？这家新上市公司在推出全电动皮卡方面将福特、通用汽车和特斯拉等公司甩在了后面。它的皮卡和SUV也获得了超过55,000份预订。</blockquote></p><p> Yet, Rivian is at a very early stage, having delivered just 156 vehicles through October. Let's look at where the company and its stock could be five years from now.</p><p><blockquote>然而，Rivian正处于非常早期的阶段，截至 10 月份仅交付了 156 辆汽车。让我们看看五年后该公司及其股票的走势。</blockquote></p><p> <b>Rivian's growth plans</b></p><p><blockquote><b>Rivian 的增长计划</b></blockquote></p><p> Rivian plans to focus on the pickup truck, SUV, and commercial van market segments in the near term. Its focus geographies initially include the U.S., Canada, and Western Europe. In the long term, the company hopes to grow by entering new key markets as well as developing adjacent products. Rivian has started commercial production of its pickup truck R1T and plans to start production of its SUV -- R1S -- and electric delivery van in December.</p><p><blockquote>Rivian计划在短期内专注于皮卡、SUV和商用货车细分市场。其重点地区最初包括美国、加拿大和西欧。从长远来看，该公司希望通过进入新的关键市场以及开发相关产品来实现增长。Rivian已开始商业生产皮卡 R1T，并计划于 12 月开始生产 SUV R1S 和电动送货车。</blockquote></p><p> Rivian's production facility in Normal, Illinois, has an estimated annual production capacity of 150,000 units. In addition to 55,000 pre-orders for R1T and R1S, Rivian has an agreement with Amazon for 100,000 delivery vans through 2030. However, Rivian expects to deliver all of the vans by as early as 2025.</p><p><blockquote>Rivian 位于伊利诺伊州诺莫尔的生产工厂预计年产能为 150,000 辆。除了 R1T 和 R1S 的 55,000 份预购外，Rivian还与亚马逊达成协议，到 2030 年将交付 100,000 辆送货车。然而，Rivian预计最早将于 2025 年交付所有货车。</blockquote></p><p> It expects to deliver its pre-order backlog of 55,000 R1Ts and R1Ss by the end of 2023. Further, Rivian expects to reach an annual production rate of 150,000 vehicles (including commercial vehicles) by late 2023.</p><p><blockquote>预计到 2023 年底，预计将交付 55,000 辆 R1T 和 R1Ss 的积压订单。此外，Rivian预计到2023年底，年产量将达到15万辆（包括商用车）。</blockquote></p><p> If things go as per Rivian's plan, the company would have delivered 55,000 pickup trucks and SUVs, in addition to, say, half of its 100,000 commercial delivery vans by the end of 2023. In five years, it could be producing 150,000 vehicles annually and might already be setting up a new production facility.</p><p><blockquote>如果一切按照 Rivian 的计划进行，到 2023 年底，该公司将交付 55,000 辆皮卡车和 SUV，此外还将交付 100,000 辆商用送货车中的一半。五年后，该公司每年可能生产 15 万辆汽车，并且可能已经建立了一个新的生产设施。</blockquote></p><p> <b>What could support Rivian's growth</b></p><p><blockquote><b>什么可以支持 Rivian 的增长</b></blockquote></p><p> In addition to broader governmental and regulatory support for EVs, Rivian has some distinct advantages. First, it is targeting the pickup trucks and SUVs segment, which are among the highest-volume and most profitable auto segments. Similarly, e-commerce growth is pushing the demand for delivery vehicles -- another of Rivian's key segments. Logistics and e-commerce companies are transforming their fleets to electric vehicles, anticipating increased regulatory requirements for the same.</p><p><blockquote>除了政府和监管机构对电动汽车的更广泛支持外，Rivian还有一些明显的优势。首先，它的目标是皮卡和SUV细分市场，这是销量最高、利润最高的汽车细分市场之一。同样，电子商务的增长正在推动对送货车辆的需求，送货车辆是 Rivian 的另一个关键领域。物流和电子商务公司正在将其车队转变为电动汽车，预计对电动汽车的监管要求将会增加。</blockquote></p><p> Further, Rivian's own charging network may help its growth. Rivian hopes to appeal to its potential customers and build confidence in the brand through its own network of chargers. In sync with the company's offerings, it plans to place chargers at adventurous destinations, in addition to interstates. By the end of 2023, the company plans to install more than 3,500 fast chargers at over 600 sites. Additionally, the company intends to install more than 10,000 level 2 chargers through 2023.</p><p><blockquote>此外，Rivian 自己的充电网络可能有助于其增长。Rivian希望通过自己的充电器网络吸引潜在客户并建立对品牌的信心。与该公司的产品同步，除了州际公路之外，它还计划在冒险目的地放置充电器。到 2023 年底，该公司计划在 600 多个站点安装 3,500 多个快速充电器。此外，该公司计划到 2023 年安装超过 10,000 个 2 级充电器。</blockquote></p><p> Rivian's direct-to-customer model, with no dealer network, along with its own charging and service network could help it deliver an end-to-end differentiated customer experience. Over time, the company hopes to monetize this through high-value services and subscription opportunities, including membership and software services, financing, insurance, charging, maintenance, repair, as well as Rivian's own resale program.</p><p><blockquote>Rivian 的直接面向客户的模式，没有经销商网络，以及自己的充电和服务网络，可以帮助其提供端到端差异化的客户体验。随着时间的推移，该公司希望通过高价值服务和订阅机会将其货币化，包括会员和软件服务、融资、保险、充电、维护、维修以及 Rivian 自己的转售计划。</blockquote></p><p> Finally, the recent interest in Rivian shows that it has already managed to become a known brand without actually spending much on branding.</p><p><blockquote>最后，最近对Rivian的兴趣表明，它已经成功地成为一个知名品牌，而实际上并没有在品牌上花费太多。</blockquote></p><p> <b>Is Rivian stock a buy?</b></p><p><blockquote><b>Rivian股票值得买入吗？</b></blockquote></p><p> All of these factors make Rivian look like an interesting company. However, it is worth noting that these factors could already be priced into the stock. With a market valuation of more than $100 billion, investors are pricing Rivian for perfection.</p><p><blockquote>所有这些因素都让Rivian看起来像一家有趣的公司。然而，值得注意的是，这些因素已经可以计入股票的价格。Rivian的市值超过 1000 亿美元，投资者对其定价非常完美。</blockquote></p><p> In addition to execution risks, challenges from competition also need to be considered. As an example, Ford already has nearly 200,000 reservations for its upcoming electric pickup truck, F-150 Lightning. Similarly, upcoming electric pickup trucks from Tesla, General Motors, and several others will further heat up competition for Rivian. Rivian still needs to prove that it can deliver vehicles profitably and scale up production as planned.</p><p><blockquote>除了执行风险，还需要考虑来自竞争的挑战。例如，福特即将推出的电动皮卡车 F-150 Lightning 已经获得了近 20 万份预订。同样，特斯拉、通用汽车和其他几家公司即将推出的电动皮卡将进一步加剧Rivian的竞争。Rivian仍需证明其能够盈利地交付车辆并按计划扩大生产规模。</blockquote></p><p> Overall, though Rivian looks promising, its stock price could already be reflecting that. Investors will get more updates on the company's progress when it releases its third-quarter results on Dec. 16.</p><p><blockquote>总体而言，尽管Rivian看起来很有前途，但其股价可能已经反映了这一点。当该公司于 12 月 16 日发布第三季度业绩时，投资者将获得有关该公司进展的更多最新信息。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/12/where-will-rivian-be-in-5-years/\">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":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.fool.com/investing/2021/12/12/where-will-rivian-be-in-5-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103000405","content_text":"Rivian Automotive, Inc. got loads of attention and interest after its recent IPO. And why not? The newly listed company has left the likes of Ford, General Motors, and Tesla behind in launching an all-electric pickup truck. It has also got more than 55,000 pre-orders for its pickup truck and SUV.\n\nYet, Rivian is at a very early stage, having delivered just 156 vehicles through October. Let's look at where the company and its stock could be five years from now.\n\nRivian's growth plans\nRivian plans to focus on the pickup truck, SUV, and commercial van market segments in the near term. Its focus geographies initially include the U.S., Canada, and Western Europe. In the long term, the company hopes to grow by entering new key markets as well as developing adjacent products. Rivian has started commercial production of its pickup truck R1T and plans to start production of its SUV -- R1S -- and electric delivery van in December.\n\n\nRivian's production facility in Normal, Illinois, has an estimated annual production capacity of 150,000 units. In addition to 55,000 pre-orders for R1T and R1S, Rivian has an agreement with Amazon for 100,000 delivery vans through 2030. However, Rivian expects to deliver all of the vans by as early as 2025.\n\nIt expects to deliver its pre-order backlog of 55,000 R1Ts and R1Ss by the end of 2023. Further, Rivian expects to reach an annual production rate of 150,000 vehicles (including commercial vehicles) by late 2023.\n\nIf things go as per Rivian's plan, the company would have delivered 55,000 pickup trucks and SUVs, in addition to, say, half of its 100,000 commercial delivery vans by the end of 2023. In five years, it could be producing 150,000 vehicles annually and might already be setting up a new production facility.\n\nWhat could support Rivian's growth\nIn addition to broader governmental and regulatory support for EVs, Rivian has some distinct advantages. First, it is targeting the pickup trucks and SUVs segment, which are among the highest-volume and most profitable auto segments. Similarly, e-commerce growth is pushing the demand for delivery vehicles -- another of Rivian's key segments. Logistics and e-commerce companies are transforming their fleets to electric vehicles, anticipating increased regulatory requirements for the same.\n\nFurther, Rivian's own charging network may help its growth. Rivian hopes to appeal to its potential customers and build confidence in the brand through its own network of chargers. In sync with the company's offerings, it plans to place chargers at adventurous destinations, in addition to interstates. By the end of 2023, the company plans to install more than 3,500 fast chargers at over 600 sites. Additionally, the company intends to install more than 10,000 level 2 chargers through 2023.\n\nRivian's direct-to-customer model, with no dealer network, along with its own charging and service network could help it deliver an end-to-end differentiated customer experience. Over time, the company hopes to monetize this through high-value services and subscription opportunities, including membership and software services, financing, insurance, charging, maintenance, repair, as well as Rivian's own resale program.\n\nFinally, the recent interest in Rivian shows that it has already managed to become a known brand without actually spending much on branding.\n\nIs Rivian stock a buy?\nAll of these factors make Rivian look like an interesting company. However, it is worth noting that these factors could already be priced into the stock. With a market valuation of more than $100 billion, investors are pricing Rivian for perfection.\n\nIn addition to execution risks, challenges from competition also need to be considered. As an example, Ford already has nearly 200,000 reservations for its upcoming electric pickup truck, F-150 Lightning. Similarly, upcoming electric pickup trucks from Tesla, General Motors, and several others will further heat up competition for Rivian. Rivian still needs to prove that it can deliver vehicles profitably and scale up production as planned.\n\nOverall, though Rivian looks promising, its stock price could already be reflecting that. Investors will get more updates on the company's progress when it releases its third-quarter results on Dec. 16.","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":4124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602870819,"gmtCreate":1639010191313,"gmtModify":1639308330840,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"Great news&nbsp;","listText":"Great news&nbsp;","text":"Great news","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/602870819","repostId":"1141815911","repostType":4,"repost":{"id":"1141815911","kind":"news","pubTimestamp":1639007843,"share":"https://www.laohunote.com/m/news/1141815911?lang=zh_CN&edition=full","pubTime":"2021-12-09 07:57","market":"us","language":"en","title":"Pfizer Says Booster Neutralized Omicron but Variant May Elude Two Doses<blockquote>辉瑞表示加强剂中和了奥密克戎病毒，但变种病毒可能无法接种两剂</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1141815911","media":"The Wall Street Journal","summary":"Pfizer Inc. PFE -0.62% and BioNTech SE BNTX -3.55% said that a third dose of their Covid-19 vaccine ","content":"<p>Pfizer Inc. PFE -0.62% and BioNTech SE BNTX -3.55% said that a third dose of their Covid-19 vaccine neutralized the Omicron variant in lab tests but that the two-dose regimen was significantly less effective at blocking the virus.</p><p><blockquote>辉瑞公司 PFE -0.62% 和 BioNTech SE BNTX -3.55% 表示，第三剂新冠肺炎疫苗在实验室测试中中中和了奥密克戎变种，但两剂方案在阻断病毒方面的效果明显较差。</blockquote></p><p> A third dose increased antibodies 25-fold compared with two doses against the Omicron variant, the companies said. Still, two doses may prove effective in preventing severe illness from Covid-19, they said, because immune cells are able to recognize 80% of parts of the spike protein that the vaccine targets.</p><p><blockquote>两家公司表示，与针对奥密克戎变种的两剂相比，第三剂疫苗将抗体增加了 25 倍。他们说，尽管如此，两剂疫苗可能能有效预防 Covid-19 引起的严重疾病，因为免疫细胞能够识别疫苗靶向的刺突蛋白的 80% 部分。</blockquote></p><p> The results were issued in a press release by the companies, and weren’t peer reviewed and published in a scientific journal.</p><p><blockquote>研究结果由两家公司在新闻稿中发布，没有经过同行评审，也没有发表在科学期刊上。</blockquote></p><p> The findings from the companies’ early study, and one by scientists in South Africa, suggest that three doses will be needed to produce a similar immune response against Omicron as was provided by just two doses in earlier strains of the virus.</p><p><blockquote>两家公司的早期研究结果表明，需要接种三剂疫苗才能产生与早期病毒株只需接种两剂疫苗就能产生类似的针对奥密克戎病毒的免疫反应。</blockquote></p><p> It also bolsters the case for repeated and periodic boosters to maintain people’s immune defenses against an evolving Covid-19, the companies said.</p><p><blockquote>两家公司表示，这也支持了重复和定期加强剂的理由，以维持人们对不断演变的 Covid-19 的免疫防御。</blockquote></p><p> “This is very positive news that should make everyone even more motivated to get vaccinated” and get a booster, said Pfizer Chief Scientific Officer Mikael Dolsten.</p><p><blockquote>“辉瑞公司首席科学官米凯尔-多尔斯滕（Mikael Dolsten）说：”这是一个非常积极的消息，应该会让每个人都更有动力接种疫苗”并接种加强剂。</blockquote></p><p> The companies’ current vaccine will provide a strong defense against Omicron, especially if people get a booster shot, Dr. Dolsten said. The three-dose regimen, he added, could provide stopgap protection against Omicron through the winter and until a new vaccine targeted directly at the variant would be ready if needed.</p><p><blockquote>多尔斯滕博士说，这些公司目前的疫苗将为预防奥密克戎病毒提供强有力的保护，尤其是在人们注射加强针的情况下。他补充说，三剂方案可以在整个冬季提供针对奥密克戎病毒的权宜之计，直到需要时直接针对该变种的新疫苗准备就绪。</blockquote></p><p> Pfizer and BioNTech are working on an Omicron-specific vaccine that they hope to have available by March 2022 if the variant becomes widespread by then. Researchers started working on the new vaccine on Thanksgiving Day, Nov. 25, shortly after Omicron was identified.</p><p><blockquote>辉瑞和 BioNTech 正在研发一种针对奥密克戎的疫苗，如果届时该变种变得广泛传播，他们希望在 2022 年 3 月之前上市。奥密克戎被发现后不久，研究人员于11月25日感恩节开始研发新疫苗。</blockquote></p><p> The vaccine trains the immune system to fight the virus by generating immune-system soldiers known as antibodies, which attach to the virus and prevent it from replicating in healthy cells. The vaccine also produces other immune-system fighters called T cells that can kick in after infection to help target and clear the virus, preventing more serious disease.</p><p><blockquote>疫苗通过产生被称为抗体的免疫系统士兵来训练免疫系统对抗病毒，抗体附着在病毒上并阻止病毒在健康细胞中复制。该疫苗还产生其他称为T细胞的免疫系统战士，可以在感染后发挥作用，帮助靶向和清除病毒，防止更严重的疾病。</blockquote></p><p> Pfizer and BioNTech said that Omicron still appears susceptible to T cells produced by the vaccine.</p><p><blockquote>辉瑞和BioNTech表示，奥密克戎似乎仍然容易受到疫苗产生的T细胞的影响。</blockquote></p><p> Dr. Dolsten estimated there is a greater than 50% chance that Omicron becomes the dominant strain spreading in the U.S. by the spring, though it is too soon to know with certainty, he said.</p><p><blockquote>多尔斯滕博士估计，到春天，奥密克戎病毒有超过50%的可能性成为在美国传播的主要毒株，但现在确定还为时过早。</blockquote></p><p> The preliminary lab data comes from an analysis of blood samples from vaccinated patients measuring antibodies capable of neutralizing the virus causing Covid-19, including the Omicron variant. Blood samples were collected three weeks after patients received their second dose, or one month after receiving their third dose.</p><p><blockquote>初步实验室数据来自对接种疫苗的患者血液样本的分析，该分析测量了能够中和导致新冠肺炎病毒（包括奥密克戎变种）的抗体。在患者接受第二剂后三周或接受第三剂后一个月采集血液样本。</blockquote></p><p> The number of antibodies generated by a third booster shot against Omicron is similar to two doses against an older strain of the virus, the companies said.</p><p><blockquote>两家公司表示，针对奥密克戎病毒的第三次加强注射产生的抗体数量与针对较旧病毒株的两剂疫苗相似。</blockquote></p><p> “These preliminary data appear to show the Pfizer vaccine does in fact protect against Omicron, and that’s very good news,” said Philip Landrigan, director of Boston College’s Global Public Health and the Global Common Good program.</p><p><blockquote>“波士顿学院全球公共卫生和全球共同利益项目主任菲利普-兰德里根（Philip Landrigan）说：”这些初步数据似乎表明，辉瑞疫苗确实可以预防奥密克戎病，这是一个非常好的消息。</blockquote></p><p> Monica Gandhi, a professor of medicine at the University of California, San Francisco, said the results suggested two doses will protect many people from getting bad cases leading to hospitalization or death.</p><p><blockquote>加州大学旧金山分校医学教授莫妮卡·甘地表示，结果表明，两剂疫苗将保护许多人免于出现导致住院或死亡的严重病例。</blockquote></p><p> “Two doses are still effective against severe disease, whether people get boosters or not,” said Dr. Gandhi, who is recommending boosters for high-risk patients, including those with HIV. “For people who are at high risk of severe disease, it’s so important to get them boosted, but I don’t think it’s mandatory for young healthy people.”</p><p><blockquote>“甘地博士说：”无论人们是否注射加强剂，两剂疫苗对严重疾病仍然有效。“对于患重病的高危人群来说，给他们接种疫苗非常重要，但我认为对于年轻的健康人群来说，这并不是强制性的。”</blockquote></p><p> The company’s early findings come a day after scientists in South Africa reported findings from early lab tests indicating a 41-fold reduction in the Pfizer-BioNTech vaccine’s neutralization of Omicron than the original version of the virus.</p><p><blockquote>在该公司的早期发现前一天，南非的科学家报告了早期实验室测试的结果表明，辉瑞-BioNTech 疫苗对奥密克戎的中和作用比原始病毒降低了 41 倍。</blockquote></p><p> The researchers, however, found greater antibody responses against Omicron in blood taken from subjects who were fully vaccinated and had previously been infected with Covid-19.</p><p><blockquote>然而，研究人员在从完全接种疫苗且之前感染过 Covid-19 的受试者身上采集的血液中发现了针对奥密克戎病毒的更大抗体反应。</blockquote></p><p> The companies will continue to work on a variant vaccine despite the promising signs that boosting with the original shot offers good protection against Omicron, said BioNTech Chief Executive Uğur Şahin. That is because they would need to see more data on how their vaccine holds up against the new variant, including real-world effectiveness data, expected in the coming weeks.</p><p><blockquote>BioNTech 首席执行官乌古尔·沙欣 (Uğur Şahin) 表示，尽管有令人鼓舞的迹象表明，用原始疫苗加强疫苗可以很好地预防奥密克戎病毒，但两家公司仍将继续研发变体疫苗。这是因为他们需要在未来几周内看到更多关于他们的疫苗如何对抗新变种的数据，包括现实世界的有效性数据。</blockquote></p><p> “Only in combination will we understand the relevance of this data and potential protection against Omicron-mediated disease and severe disease,” he said.</p><p><blockquote>“他说：”只有结合起来，我们才能了解这些数据的相关性，以及对奥密克戎介导的疾病和严重疾病的潜在保护。</blockquote></p><p> Real-world data on vaccine effectiveness against Omicron won’t be available for at least six weeks, Dr. Şahin said, because the case numbers need to be higher before this can be measured.</p><p><blockquote>沙欣博士说，关于疫苗对奥密克戎病毒有效性的真实世界数据至少要六周才能获得，因为病例数需要更高才能衡量。</blockquote></p><p></p><p> Meanwhile, the companies are moving forward with manufacturing an Omicron-specific vaccine. The first doses, for experimental use, will be ready in January, BioNTech executives said.</p><p><blockquote>与此同时，这些公司正在推进生产奥密克戎特异性疫苗。BioNTech 高管表示，用于实验用途的第一剂疫苗将于 1 月份准备就绪。</blockquote></p><p> Omicron was first identified by scientists in South Africa last month. Since then the World Health Organization has deemed it a variant of concern. And it has since been detected around the world, including in the U.S.</p><p><blockquote>上个月，南非的科学家首次发现了奥密克戎病毒。从那时起，世界卫生组织就将其视为一种令人担忧的变体。此后，包括美国在内的世界各地都发现了这种病毒。</blockquote></p><p> Researchers have been trying to understand how contagious the new strain is, as well as how well it might be able to evade Covid-19 vaccines and whether it causes severe disease. Some preliminary reports suggest the variant is more contagious but might cause milder disease, though researchers say it is too early to know.</p><p><blockquote>研究人员一直在试图了解这种新菌株的传染性，以及它在多大程度上能够逃避新冠肺炎疫苗，以及它是否会导致严重疾病。一些初步报告表明，这种变种更具传染性，但可能会导致较轻的疾病，尽管研究人员表示现在知道还为时过早。</blockquote></p><p> Pfizer and BioNTech said they expect to make four billion vaccine doses next year, even if an Omicron-specific vaccine is required by then.</p><p><blockquote>辉瑞和 BioNTech 表示，他们预计明年将生产 40 亿剂疫苗，即使届时需要奥密克戎专用疫苗。</blockquote></p><p> Dr. Dolsten said that regardless of how widespread Omicron becomes, continued booster shots will likely be needed going forward to provide protection against Covid-19. A fourth booster dose is likely to be needed in the spring or fall of 2022, he said.</p><p><blockquote>多尔斯滕博士说，无论奥密克戎病毒变得多么普遍，未来都可能需要继续注射加强针，以提供针对新冠肺炎的保护。他说，2022 年春季或秋季可能需要第四剂加强针。</blockquote></p><p> “It’s increasingly clear you need to have a long-term perspective, with continued boosting to have strong durable immunity,” said Dr. Dolsten. “If the landscape looks similar to today, we will likely continue to boost with the current vaccine.”</p><p><blockquote>“多尔斯滕博士说：”越来越明显的是，你需要有长远的眼光，不断增强免疫力，才能拥有强大的持久免疫力。“如果情况与今天相似，我们很可能会继续使用目前的疫苗进行加强。”</blockquote></p><p> Pfizer’s shares rose 1% while BioNTech’s American depositary shares fell 0.2% in morning trading.</p><p><blockquote>辉瑞公司的股价在早盘交易中上涨了 1%，而 BioNTech 的美国存托股票下跌了 0.2%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pfizer Says Booster Neutralized Omicron but Variant May Elude Two Doses<blockquote>辉瑞表示加强剂中和了奥密克戎病毒，但变种病毒可能无法接种两剂</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\">\nPfizer Says Booster Neutralized Omicron but Variant May Elude Two Doses<blockquote>辉瑞表示加强剂中和了奥密克戎病毒，但变种病毒可能无法接种两剂</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-12-09 07:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pfizer Inc. PFE -0.62% and BioNTech SE BNTX -3.55% said that a third dose of their Covid-19 vaccine neutralized the Omicron variant in lab tests but that the two-dose regimen was significantly less effective at blocking the virus.</p><p><blockquote>辉瑞公司 PFE -0.62% 和 BioNTech SE BNTX -3.55% 表示，第三剂新冠肺炎疫苗在实验室测试中中中和了奥密克戎变种，但两剂方案在阻断病毒方面的效果明显较差。</blockquote></p><p> A third dose increased antibodies 25-fold compared with two doses against the Omicron variant, the companies said. Still, two doses may prove effective in preventing severe illness from Covid-19, they said, because immune cells are able to recognize 80% of parts of the spike protein that the vaccine targets.</p><p><blockquote>两家公司表示，与针对奥密克戎变种的两剂相比，第三剂疫苗将抗体增加了 25 倍。他们说，尽管如此，两剂疫苗可能能有效预防 Covid-19 引起的严重疾病，因为免疫细胞能够识别疫苗靶向的刺突蛋白的 80% 部分。</blockquote></p><p> The results were issued in a press release by the companies, and weren’t peer reviewed and published in a scientific journal.</p><p><blockquote>研究结果由两家公司在新闻稿中发布，没有经过同行评审，也没有发表在科学期刊上。</blockquote></p><p> The findings from the companies’ early study, and one by scientists in South Africa, suggest that three doses will be needed to produce a similar immune response against Omicron as was provided by just two doses in earlier strains of the virus.</p><p><blockquote>两家公司的早期研究结果表明，需要接种三剂疫苗才能产生与早期病毒株只需接种两剂疫苗就能产生类似的针对奥密克戎病毒的免疫反应。</blockquote></p><p> It also bolsters the case for repeated and periodic boosters to maintain people’s immune defenses against an evolving Covid-19, the companies said.</p><p><blockquote>两家公司表示，这也支持了重复和定期加强剂的理由，以维持人们对不断演变的 Covid-19 的免疫防御。</blockquote></p><p> “This is very positive news that should make everyone even more motivated to get vaccinated” and get a booster, said Pfizer Chief Scientific Officer Mikael Dolsten.</p><p><blockquote>“辉瑞公司首席科学官米凯尔-多尔斯滕（Mikael Dolsten）说：”这是一个非常积极的消息，应该会让每个人都更有动力接种疫苗”并接种加强剂。</blockquote></p><p> The companies’ current vaccine will provide a strong defense against Omicron, especially if people get a booster shot, Dr. Dolsten said. The three-dose regimen, he added, could provide stopgap protection against Omicron through the winter and until a new vaccine targeted directly at the variant would be ready if needed.</p><p><blockquote>多尔斯滕博士说，这些公司目前的疫苗将为预防奥密克戎病毒提供强有力的保护，尤其是在人们注射加强针的情况下。他补充说，三剂方案可以在整个冬季提供针对奥密克戎病毒的权宜之计，直到需要时直接针对该变种的新疫苗准备就绪。</blockquote></p><p> Pfizer and BioNTech are working on an Omicron-specific vaccine that they hope to have available by March 2022 if the variant becomes widespread by then. Researchers started working on the new vaccine on Thanksgiving Day, Nov. 25, shortly after Omicron was identified.</p><p><blockquote>辉瑞和 BioNTech 正在研发一种针对奥密克戎的疫苗，如果届时该变种变得广泛传播，他们希望在 2022 年 3 月之前上市。奥密克戎被发现后不久，研究人员于11月25日感恩节开始研发新疫苗。</blockquote></p><p> The vaccine trains the immune system to fight the virus by generating immune-system soldiers known as antibodies, which attach to the virus and prevent it from replicating in healthy cells. The vaccine also produces other immune-system fighters called T cells that can kick in after infection to help target and clear the virus, preventing more serious disease.</p><p><blockquote>疫苗通过产生被称为抗体的免疫系统士兵来训练免疫系统对抗病毒，抗体附着在病毒上并阻止病毒在健康细胞中复制。该疫苗还产生其他称为T细胞的免疫系统战士，可以在感染后发挥作用，帮助靶向和清除病毒，防止更严重的疾病。</blockquote></p><p> Pfizer and BioNTech said that Omicron still appears susceptible to T cells produced by the vaccine.</p><p><blockquote>辉瑞和BioNTech表示，奥密克戎似乎仍然容易受到疫苗产生的T细胞的影响。</blockquote></p><p> Dr. Dolsten estimated there is a greater than 50% chance that Omicron becomes the dominant strain spreading in the U.S. by the spring, though it is too soon to know with certainty, he said.</p><p><blockquote>多尔斯滕博士估计，到春天，奥密克戎病毒有超过50%的可能性成为在美国传播的主要毒株，但现在确定还为时过早。</blockquote></p><p> The preliminary lab data comes from an analysis of blood samples from vaccinated patients measuring antibodies capable of neutralizing the virus causing Covid-19, including the Omicron variant. Blood samples were collected three weeks after patients received their second dose, or one month after receiving their third dose.</p><p><blockquote>初步实验室数据来自对接种疫苗的患者血液样本的分析，该分析测量了能够中和导致新冠肺炎病毒（包括奥密克戎变种）的抗体。在患者接受第二剂后三周或接受第三剂后一个月采集血液样本。</blockquote></p><p> The number of antibodies generated by a third booster shot against Omicron is similar to two doses against an older strain of the virus, the companies said.</p><p><blockquote>两家公司表示，针对奥密克戎病毒的第三次加强注射产生的抗体数量与针对较旧病毒株的两剂疫苗相似。</blockquote></p><p> “These preliminary data appear to show the Pfizer vaccine does in fact protect against Omicron, and that’s very good news,” said Philip Landrigan, director of Boston College’s Global Public Health and the Global Common Good program.</p><p><blockquote>“波士顿学院全球公共卫生和全球共同利益项目主任菲利普-兰德里根（Philip Landrigan）说：”这些初步数据似乎表明，辉瑞疫苗确实可以预防奥密克戎病，这是一个非常好的消息。</blockquote></p><p> Monica Gandhi, a professor of medicine at the University of California, San Francisco, said the results suggested two doses will protect many people from getting bad cases leading to hospitalization or death.</p><p><blockquote>加州大学旧金山分校医学教授莫妮卡·甘地表示，结果表明，两剂疫苗将保护许多人免于出现导致住院或死亡的严重病例。</blockquote></p><p> “Two doses are still effective against severe disease, whether people get boosters or not,” said Dr. Gandhi, who is recommending boosters for high-risk patients, including those with HIV. “For people who are at high risk of severe disease, it’s so important to get them boosted, but I don’t think it’s mandatory for young healthy people.”</p><p><blockquote>“甘地博士说：”无论人们是否注射加强剂，两剂疫苗对严重疾病仍然有效。“对于患重病的高危人群来说，给他们接种疫苗非常重要，但我认为对于年轻的健康人群来说，这并不是强制性的。”</blockquote></p><p> The company’s early findings come a day after scientists in South Africa reported findings from early lab tests indicating a 41-fold reduction in the Pfizer-BioNTech vaccine’s neutralization of Omicron than the original version of the virus.</p><p><blockquote>在该公司的早期发现前一天，南非的科学家报告了早期实验室测试的结果表明，辉瑞-BioNTech 疫苗对奥密克戎的中和作用比原始病毒降低了 41 倍。</blockquote></p><p> The researchers, however, found greater antibody responses against Omicron in blood taken from subjects who were fully vaccinated and had previously been infected with Covid-19.</p><p><blockquote>然而，研究人员在从完全接种疫苗且之前感染过 Covid-19 的受试者身上采集的血液中发现了针对奥密克戎病毒的更大抗体反应。</blockquote></p><p> The companies will continue to work on a variant vaccine despite the promising signs that boosting with the original shot offers good protection against Omicron, said BioNTech Chief Executive Uğur Şahin. That is because they would need to see more data on how their vaccine holds up against the new variant, including real-world effectiveness data, expected in the coming weeks.</p><p><blockquote>BioNTech 首席执行官乌古尔·沙欣 (Uğur Şahin) 表示，尽管有令人鼓舞的迹象表明，用原始疫苗加强疫苗可以很好地预防奥密克戎病毒，但两家公司仍将继续研发变体疫苗。这是因为他们需要在未来几周内看到更多关于他们的疫苗如何对抗新变种的数据，包括现实世界的有效性数据。</blockquote></p><p> “Only in combination will we understand the relevance of this data and potential protection against Omicron-mediated disease and severe disease,” he said.</p><p><blockquote>“他说：”只有结合起来，我们才能了解这些数据的相关性，以及对奥密克戎介导的疾病和严重疾病的潜在保护。</blockquote></p><p> Real-world data on vaccine effectiveness against Omicron won’t be available for at least six weeks, Dr. Şahin said, because the case numbers need to be higher before this can be measured.</p><p><blockquote>沙欣博士说，关于疫苗对奥密克戎病毒有效性的真实世界数据至少要六周才能获得，因为病例数需要更高才能衡量。</blockquote></p><p></p><p> Meanwhile, the companies are moving forward with manufacturing an Omicron-specific vaccine. The first doses, for experimental use, will be ready in January, BioNTech executives said.</p><p><blockquote>与此同时，这些公司正在推进生产奥密克戎特异性疫苗。BioNTech 高管表示，用于实验用途的第一剂疫苗将于 1 月份准备就绪。</blockquote></p><p> Omicron was first identified by scientists in South Africa last month. Since then the World Health Organization has deemed it a variant of concern. And it has since been detected around the world, including in the U.S.</p><p><blockquote>上个月，南非的科学家首次发现了奥密克戎病毒。从那时起，世界卫生组织就将其视为一种令人担忧的变体。此后，包括美国在内的世界各地都发现了这种病毒。</blockquote></p><p> Researchers have been trying to understand how contagious the new strain is, as well as how well it might be able to evade Covid-19 vaccines and whether it causes severe disease. Some preliminary reports suggest the variant is more contagious but might cause milder disease, though researchers say it is too early to know.</p><p><blockquote>研究人员一直在试图了解这种新菌株的传染性，以及它在多大程度上能够逃避新冠肺炎疫苗，以及它是否会导致严重疾病。一些初步报告表明，这种变种更具传染性，但可能会导致较轻的疾病，尽管研究人员表示现在知道还为时过早。</blockquote></p><p> Pfizer and BioNTech said they expect to make four billion vaccine doses next year, even if an Omicron-specific vaccine is required by then.</p><p><blockquote>辉瑞和 BioNTech 表示，他们预计明年将生产 40 亿剂疫苗，即使届时需要奥密克戎专用疫苗。</blockquote></p><p> Dr. Dolsten said that regardless of how widespread Omicron becomes, continued booster shots will likely be needed going forward to provide protection against Covid-19. A fourth booster dose is likely to be needed in the spring or fall of 2022, he said.</p><p><blockquote>多尔斯滕博士说，无论奥密克戎病毒变得多么普遍，未来都可能需要继续注射加强针，以提供针对新冠肺炎的保护。他说，2022 年春季或秋季可能需要第四剂加强针。</blockquote></p><p> “It’s increasingly clear you need to have a long-term perspective, with continued boosting to have strong durable immunity,” said Dr. Dolsten. “If the landscape looks similar to today, we will likely continue to boost with the current vaccine.”</p><p><blockquote>“多尔斯滕博士说：”越来越明显的是，你需要有长远的眼光，不断增强免疫力，才能拥有强大的持久免疫力。“如果情况与今天相似，我们很可能会继续使用目前的疫苗进行加强。”</blockquote></p><p> Pfizer’s shares rose 1% while BioNTech’s American depositary shares fell 0.2% in morning trading.</p><p><blockquote>辉瑞公司的股价在早盘交易中上涨了 1%，而 BioNTech 的美国存托股票下跌了 0.2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/pfizer-biontech-covid-19-vaccine-loses-significant-effectiveness-against-omicron-in-early-study-companies-say-11638964121?mod=hp_lead_pos1\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","PFE":"辉瑞"},"source_url":"https://www.wsj.com/articles/pfizer-biontech-covid-19-vaccine-loses-significant-effectiveness-against-omicron-in-early-study-companies-say-11638964121?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141815911","content_text":"Pfizer Inc. PFE -0.62% and BioNTech SE BNTX -3.55% said that a third dose of their Covid-19 vaccine neutralized the Omicron variant in lab tests but that the two-dose regimen was significantly less effective at blocking the virus.\n\nA third dose increased antibodies 25-fold compared with two doses against the Omicron variant, the companies said. Still, two doses may prove effective in preventing severe illness from Covid-19, they said, because immune cells are able to recognize 80% of parts of the spike protein that the vaccine targets.\n\nThe results were issued in a press release by the companies, and weren’t peer reviewed and published in a scientific journal.\n\nThe findings from the companies’ early study, and one by scientists in South Africa, suggest that three doses will be needed to produce a similar immune response against Omicron as was provided by just two doses in earlier strains of the virus.\n\n\nIt also bolsters the case for repeated and periodic boosters to maintain people’s immune defenses against an evolving Covid-19, the companies said.\n\n“This is very positive news that should make everyone even more motivated to get vaccinated” and get a booster, said Pfizer Chief Scientific Officer Mikael Dolsten.\n\nThe companies’ current vaccine will provide a strong defense against Omicron, especially if people get a booster shot, Dr. Dolsten said. The three-dose regimen, he added, could provide stopgap protection against Omicron through the winter and until a new vaccine targeted directly at the variant would be ready if needed.\n\nPfizer and BioNTech are working on an Omicron-specific vaccine that they hope to have available by March 2022 if the variant becomes widespread by then. Researchers started working on the new vaccine on Thanksgiving Day, Nov. 25, shortly after Omicron was identified.\n\nThe vaccine trains the immune system to fight the virus by generating immune-system soldiers known as antibodies, which attach to the virus and prevent it from replicating in healthy cells. The vaccine also produces other immune-system fighters called T cells that can kick in after infection to help target and clear the virus, preventing more serious disease.\n\nPfizer and BioNTech said that Omicron still appears susceptible to T cells produced by the vaccine.\n\nDr. Dolsten estimated there is a greater than 50% chance that Omicron becomes the dominant strain spreading in the U.S. by the spring, though it is too soon to know with certainty, he said.\n\nThe preliminary lab data comes from an analysis of blood samples from vaccinated patients measuring antibodies capable of neutralizing the virus causing Covid-19, including the Omicron variant. Blood samples were collected three weeks after patients received their second dose, or one month after receiving their third dose.\n\nThe number of antibodies generated by a third booster shot against Omicron is similar to two doses against an older strain of the virus, the companies said.\n\n“These preliminary data appear to show the Pfizer vaccine does in fact protect against Omicron, and that’s very good news,” said Philip Landrigan, director of Boston College’s Global Public Health and the Global Common Good program.\n\n\nMonica Gandhi, a professor of medicine at the University of California, San Francisco, said the results suggested two doses will protect many people from getting bad cases leading to hospitalization or death.\n\n“Two doses are still effective against severe disease, whether people get boosters or not,” said Dr. Gandhi, who is recommending boosters for high-risk patients, including those with HIV. “For people who are at high risk of severe disease, it’s so important to get them boosted, but I don’t think it’s mandatory for young healthy people.”\n\nThe company’s early findings come a day after scientists in South Africa reported findings from early lab tests indicating a 41-fold reduction in the Pfizer-BioNTech vaccine’s neutralization of Omicron than the original version of the virus.\n\n\n\nThe researchers, however, found greater antibody responses against Omicron in blood taken from subjects who were fully vaccinated and had previously been infected with Covid-19.\n\nThe companies will continue to work on a variant vaccine despite the promising signs that boosting with the original shot offers good protection against Omicron, said BioNTech Chief Executive Uğur Şahin. That is because they would need to see more data on how their vaccine holds up against the new variant, including real-world effectiveness data, expected in the coming weeks.\n\n\n“Only in combination will we understand the relevance of this data and potential protection against Omicron-mediated disease and severe disease,” he said.\n\nReal-world data on vaccine effectiveness against Omicron won’t be available for at least six weeks, Dr. Şahin said, because the case numbers need to be higher before this can be measured.\n\nMeanwhile, the companies are moving forward with manufacturing an Omicron-specific vaccine. The first doses, for experimental use, will be ready in January, BioNTech executives said.\n\nOmicron was first identified by scientists in South Africa last month. Since then the World Health Organization has deemed it a variant of concern. And it has since been detected around the world, including in the U.S.\n\nResearchers have been trying to understand how contagious the new strain is, as well as how well it might be able to evade Covid-19 vaccines and whether it causes severe disease. Some preliminary reports suggest the variant is more contagious but might cause milder disease, though researchers say it is too early to know.\n\nPfizer and BioNTech said they expect to make four billion vaccine doses next year, even if an Omicron-specific vaccine is required by then.\n\nDr. Dolsten said that regardless of how widespread Omicron becomes, continued booster shots will likely be needed going forward to provide protection against Covid-19. A fourth booster dose is likely to be needed in the spring or fall of 2022, he said.\n\n“It’s increasingly clear you need to have a long-term perspective, with continued boosting to have strong durable immunity,” said Dr. Dolsten. “If the landscape looks similar to today, we will likely continue to boost with the current vaccine.”\n\nPfizer’s shares rose 1% while BioNTech’s American depositary shares fell 0.2% in morning trading.","news_type":1,"symbols_score_info":{"BNTX":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":4155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877922492,"gmtCreate":1637881384942,"gmtModify":1637881385851,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"Yes,good to invest in for long term&nbsp;","listText":"Yes,good to invest in for long term&nbsp;","text":"Yes,good to invest in for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/877922492","repostId":"2186916023","repostType":4,"isVote":1,"tweetType":1,"viewCount":4072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874900969,"gmtCreate":1637716536363,"gmtModify":1637716537273,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"That’s great news&nbsp;","listText":"That’s great news&nbsp;","text":"That’s great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/874900969","repostId":"1156142897","repostType":4,"repost":{"id":"1156142897","kind":"news","pubTimestamp":1637714969,"share":"https://www.laohunote.com/m/news/1156142897?lang=zh_CN&edition=full","pubTime":"2021-11-24 08:49","market":"us","language":"en","title":"XPeng Earnings Beat Estimates. That Wasn’t the Biggest Surprise.<blockquote>小鹏汽车盈利超出预期。这并不是最大的惊喜。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156142897","media":"Barrons","summary":"Stock in Chinese electric-vehicle maker XPeng rose Tuesday after the company reported better-than-expected third-quarter results. Sales and earnings beats, however, weren’t the only surprise for investors.There was a new word in the company’s earnings release: robotaxis.Gross profit margin from selling cars came in at 13.6%, up from 11% in the second quarter and 3.2% in the third quarter of 2020. Operating profit, however, declined sequentially from the second quarter to the third quarter partly","content":"<p>Stock in Chinese electric-vehicle maker&nbsp;XPeng&nbsp;rose Tuesday after the company reported better-than-expected third-quarter results. Sales and earnings beats, however, weren’t the only surprise for investors.</p><p><blockquote>中国电动汽车制造商小鹏汽车公布好于预期的第三季度业绩后，该公司股价周二上涨。然而，销售额和盈利的增长并不是投资者唯一的惊喜。</blockquote></p><p> There was a new word in the company’s earnings release: robotaxis.</p><p><blockquote>公司财报中出现了一个新词：机器人出租车。</blockquote></p><p> XPeng (ticker: XPEV ) shares rose almost 13% at one point before closing at $51.30, up 8.3%. The&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;were up 0.2% and 0.6%, respectively. The Tuesday rise adds to recent gains for XPeng shareholders. The stock, coming into Tuesday, was up about 21% over the past three months. Growing EV deliveries as well as the successful initial public offering of&nbsp;Rivian Automotive&nbsp;(RIVN) has helped boost most EV maker stocks lately.</p><p><blockquote>小鹏汽车（股票代码：XPEV）股价一度上涨近 13%，收于 51.30 美元，上涨 8.3%。标普500和道琼斯工业平均指数分别上涨0.2%和0.6%。周二的上涨增加了小鹏汽车股东近期的涨幅。截至周二，该股在过去三个月中上涨了约 21%。电动汽车交付量的增长以及Rivian汽车 (RIVN) 的成功首次公开募股最近帮助提振了大多数电动汽车制造商的股票。</blockquote></p><p> XPeng reported a third-quarter loss of 15 cents a share from $888 million in sales. Wall Street was looking for a loss of 18 cents a share and $789 million in sales.</p><p><blockquote>小鹏汽车第三季度销售额为 8.88 亿美元，每股亏损 15 美分。华尔街预计每股亏损 18 美分，销售额为 7.89 亿美元。</blockquote></p><p> Gross profit margin from selling cars came in at 13.6%, up from 11% in the second quarter and 3.2% in the third quarter of 2020. Operating profit, however, declined sequentially from the second quarter to the third quarter partly because spending on R&amp;D ramped higher.</p><p><blockquote>汽车销售毛利率为13.6%，高于2020年第二季度的11%和第三季度的3.2%。然而，从第二季度到第三季度，营业利润连续下降，部分原因是研发支出增加。</blockquote></p><p> “In the third quarter, we continued record-setting growth with the highest vehicle deliveries among China’s startup new energy vehicle automakers,” said CEO He Xiaopeng in the company’s news release. XPeng delivered almost 26,000 cars in the third quarter.NIO&nbsp;(NIO) delivered about 24,000 and&nbsp;Li Auto&nbsp;(LI) delivered about 25,000.</p><p><blockquote>“公司首席执行官何小鹏在公司新闻稿中说：”第三季度，我们继续保持创纪录的增长，在中国初创新能源汽车制造商中交付量最高。小鹏汽车第三季度交付了近2.6万辆汽车。蔚来汽车（蔚来）交付了约2.4万辆，理想汽车（LI）交付了约2.5万辆。</blockquote></p><p> “This outperformance testifies to the market’s recognition of the differentiated value our vertically integrated in-house developed software and hardware bring to our vehicles.”</p><p><blockquote>“这一卓越表现证明了市场对我们垂直整合的内部开发软件和硬件为我们的车辆带来的差异化价值的认可。”</blockquote></p><p> Looking ahead, XPeng expects to deliver between 34,500 and 36,500 in the fourth quarter. That implies about 12,000 vehicle deliveries each month in November and December. The company delivered about 10,100 vehicles in October. More than 12,000 vehicles would be a monthly record for XPeng.</p><p><blockquote>展望未来，小鹏预计第四季度交付量将在 34,500 至 36,500 辆之间。这意味着 11 月和 12 月每月交付约 12,000 辆汽车。该公司10月份交付了约10,100辆汽车。超过 12,000 辆汽车将创下小鹏汽车的月度纪录。</blockquote></p><p> Rising deliveries is a sign that the global semiconductor shortage that has roiled auto production all year isn’t hurting XPeng all that much. That’s good news. Xiaoping had another bit of unexpected good news for shareholders: robotaxis.</p><p><blockquote>交付量的上升表明，全年扰乱汽车生产的全球半导体短缺并没有对小鹏汽车造成太大伤害。这是个好消息。小平给股东带来了另一个意想不到的好消息：机器人出租车。</blockquote></p><p> “The solid progress we’ve made in [our navigation guided pilot] fuels greater confidence in our ability to explore autonomous driving enabled mobility solutions in the future, such as robotaxi technologies,” added the CEO.</p><p><blockquote>“首席执行官补充说：”我们在[导航引导试点]方面取得的坚实进展，让我们对未来探索自动驾驶移动解决方案（如机器人出租车技术）的能力更加有信心。</blockquote></p><p> Navigation guided pilot, or NGP, is how XPeng refers to its software and hardware that enable driver-assistance technologies such as adaptive cruise control and land-keeping assistance.</p><p><blockquote>导航引导飞行员（NGP）是小鹏汽车对其支持自适应巡航控制和地面保持辅助等驾驶员辅助技术的软件和硬件的称呼。</blockquote></p><p> It’s the first time robotaxis has come up in an earnings release and will generate a lot of questions from investors on the 8 a.m. Eastern time conference call. Analysts and investors will want to know how close XPeng is to having self-driving cars on the road.</p><p><blockquote>这是 robotaxis 首次出现在财报发布会上，并将在上午 8 点引发投资者的诸多疑问。电话会议东部时间。分析师和投资者想知道小鹏汽车距离自动驾驶汽车上路还有多远。</blockquote></p><p> XPeng has been developing higher function driver-assistance features on recent models. XPeng also has lidar—or laser based radar—sensors on some models. Using lidar is still new in the industry. But no auto maker, including XPeng, has delivered a car with enough software and sensor technology that allows a driver to stop paying attention to the road yet.</p><p><blockquote>小鹏一直在最近的车型上开发更高功能的驾驶辅助功能。小鹏汽车的部分车型还配备了激光雷达（lidar）传感器。使用激光雷达在业内还是新鲜事。但包括小鹏汽车在内，还没有一家汽车制造商交付过配备足够软件和传感器技术的汽车，让驾驶员不再关注道路。</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>XPeng Earnings Beat Estimates. That Wasn’t the Biggest Surprise.<blockquote>小鹏汽车盈利超出预期。这并不是最大的惊喜。</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\">\nXPeng Earnings Beat Estimates. That Wasn’t the Biggest Surprise.<blockquote>小鹏汽车盈利超出预期。这并不是最大的惊喜。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-24 08:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock in Chinese electric-vehicle maker&nbsp;XPeng&nbsp;rose Tuesday after the company reported better-than-expected third-quarter results. Sales and earnings beats, however, weren’t the only surprise for investors.</p><p><blockquote>中国电动汽车制造商小鹏汽车公布好于预期的第三季度业绩后，该公司股价周二上涨。然而，销售额和盈利的增长并不是投资者唯一的惊喜。</blockquote></p><p> There was a new word in the company’s earnings release: robotaxis.</p><p><blockquote>公司财报中出现了一个新词：机器人出租车。</blockquote></p><p> XPeng (ticker: XPEV ) shares rose almost 13% at one point before closing at $51.30, up 8.3%. The&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;were up 0.2% and 0.6%, respectively. The Tuesday rise adds to recent gains for XPeng shareholders. The stock, coming into Tuesday, was up about 21% over the past three months. Growing EV deliveries as well as the successful initial public offering of&nbsp;Rivian Automotive&nbsp;(RIVN) has helped boost most EV maker stocks lately.</p><p><blockquote>小鹏汽车（股票代码：XPEV）股价一度上涨近 13%，收于 51.30 美元，上涨 8.3%。标普500和道琼斯工业平均指数分别上涨0.2%和0.6%。周二的上涨增加了小鹏汽车股东近期的涨幅。截至周二，该股在过去三个月中上涨了约 21%。电动汽车交付量的增长以及Rivian汽车 (RIVN) 的成功首次公开募股最近帮助提振了大多数电动汽车制造商的股票。</blockquote></p><p> XPeng reported a third-quarter loss of 15 cents a share from $888 million in sales. Wall Street was looking for a loss of 18 cents a share and $789 million in sales.</p><p><blockquote>小鹏汽车第三季度销售额为 8.88 亿美元，每股亏损 15 美分。华尔街预计每股亏损 18 美分，销售额为 7.89 亿美元。</blockquote></p><p> Gross profit margin from selling cars came in at 13.6%, up from 11% in the second quarter and 3.2% in the third quarter of 2020. Operating profit, however, declined sequentially from the second quarter to the third quarter partly because spending on R&amp;D ramped higher.</p><p><blockquote>汽车销售毛利率为13.6%，高于2020年第二季度的11%和第三季度的3.2%。然而，从第二季度到第三季度，营业利润连续下降，部分原因是研发支出增加。</blockquote></p><p> “In the third quarter, we continued record-setting growth with the highest vehicle deliveries among China’s startup new energy vehicle automakers,” said CEO He Xiaopeng in the company’s news release. XPeng delivered almost 26,000 cars in the third quarter.NIO&nbsp;(NIO) delivered about 24,000 and&nbsp;Li Auto&nbsp;(LI) delivered about 25,000.</p><p><blockquote>“公司首席执行官何小鹏在公司新闻稿中说：”第三季度，我们继续保持创纪录的增长，在中国初创新能源汽车制造商中交付量最高。小鹏汽车第三季度交付了近2.6万辆汽车。蔚来汽车（蔚来）交付了约2.4万辆，理想汽车（LI）交付了约2.5万辆。</blockquote></p><p> “This outperformance testifies to the market’s recognition of the differentiated value our vertically integrated in-house developed software and hardware bring to our vehicles.”</p><p><blockquote>“这一卓越表现证明了市场对我们垂直整合的内部开发软件和硬件为我们的车辆带来的差异化价值的认可。”</blockquote></p><p> Looking ahead, XPeng expects to deliver between 34,500 and 36,500 in the fourth quarter. That implies about 12,000 vehicle deliveries each month in November and December. The company delivered about 10,100 vehicles in October. More than 12,000 vehicles would be a monthly record for XPeng.</p><p><blockquote>展望未来，小鹏预计第四季度交付量将在 34,500 至 36,500 辆之间。这意味着 11 月和 12 月每月交付约 12,000 辆汽车。该公司10月份交付了约10,100辆汽车。超过 12,000 辆汽车将创下小鹏汽车的月度纪录。</blockquote></p><p> Rising deliveries is a sign that the global semiconductor shortage that has roiled auto production all year isn’t hurting XPeng all that much. That’s good news. Xiaoping had another bit of unexpected good news for shareholders: robotaxis.</p><p><blockquote>交付量的上升表明，全年扰乱汽车生产的全球半导体短缺并没有对小鹏汽车造成太大伤害。这是个好消息。小平给股东带来了另一个意想不到的好消息：机器人出租车。</blockquote></p><p> “The solid progress we’ve made in [our navigation guided pilot] fuels greater confidence in our ability to explore autonomous driving enabled mobility solutions in the future, such as robotaxi technologies,” added the CEO.</p><p><blockquote>“首席执行官补充说：”我们在[导航引导试点]方面取得的坚实进展，让我们对未来探索自动驾驶移动解决方案（如机器人出租车技术）的能力更加有信心。</blockquote></p><p> Navigation guided pilot, or NGP, is how XPeng refers to its software and hardware that enable driver-assistance technologies such as adaptive cruise control and land-keeping assistance.</p><p><blockquote>导航引导飞行员（NGP）是小鹏汽车对其支持自适应巡航控制和地面保持辅助等驾驶员辅助技术的软件和硬件的称呼。</blockquote></p><p> It’s the first time robotaxis has come up in an earnings release and will generate a lot of questions from investors on the 8 a.m. Eastern time conference call. Analysts and investors will want to know how close XPeng is to having self-driving cars on the road.</p><p><blockquote>这是 robotaxis 首次出现在财报发布会上，并将在上午 8 点引发投资者的诸多疑问。电话会议东部时间。分析师和投资者想知道小鹏汽车距离自动驾驶汽车上路还有多远。</blockquote></p><p> XPeng has been developing higher function driver-assistance features on recent models. XPeng also has lidar—or laser based radar—sensors on some models. Using lidar is still new in the industry. But no auto maker, including XPeng, has delivered a car with enough software and sensor technology that allows a driver to stop paying attention to the road yet.</p><p><blockquote>小鹏一直在最近的车型上开发更高功能的驾驶辅助功能。小鹏汽车的部分车型还配备了激光雷达（lidar）传感器。使用激光雷达在业内还是新鲜事。但包括小鹏汽车在内，还没有一家汽车制造商交付过配备足够软件和传感器技术的汽车，让驾驶员不再关注道路。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/xpeng-stock-price-earnings-sales-robotaxis-51637666114?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":{"09868":"小鹏集团-W","XPEV":"小鹏集团"},"source_url":"https://www.barrons.com/articles/xpeng-stock-price-earnings-sales-robotaxis-51637666114?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156142897","content_text":"Stock in Chinese electric-vehicle maker XPeng rose Tuesday after the company reported better-than-expected third-quarter results. Sales and earnings beats, however, weren’t the only surprise for investors.\nThere was a new word in the company’s earnings release: robotaxis.\nXPeng (ticker: XPEV ) shares rose almost 13% at one point before closing at $51.30, up 8.3%. The S&P 500 and Dow Jones Industrial Average were up 0.2% and 0.6%, respectively. The Tuesday rise adds to recent gains for XPeng shareholders. The stock, coming into Tuesday, was up about 21% over the past three months. Growing EV deliveries as well as the successful initial public offering of Rivian Automotive (RIVN) has helped boost most EV maker stocks lately.\nXPeng reported a third-quarter loss of 15 cents a share from $888 million in sales. Wall Street was looking for a loss of 18 cents a share and $789 million in sales.\nGross profit margin from selling cars came in at 13.6%, up from 11% in the second quarter and 3.2% in the third quarter of 2020. Operating profit, however, declined sequentially from the second quarter to the third quarter partly because spending on R&D ramped higher.\n“In the third quarter, we continued record-setting growth with the highest vehicle deliveries among China’s startup new energy vehicle automakers,” said CEO He Xiaopeng in the company’s news release. XPeng delivered almost 26,000 cars in the third quarter.NIO (NIO) delivered about 24,000 and Li Auto (LI) delivered about 25,000.\n“This outperformance testifies to the market’s recognition of the differentiated value our vertically integrated in-house developed software and hardware bring to our vehicles.”\nLooking ahead, XPeng expects to deliver between 34,500 and 36,500 in the fourth quarter. That implies about 12,000 vehicle deliveries each month in November and December. The company delivered about 10,100 vehicles in October. More than 12,000 vehicles would be a monthly record for XPeng.\nRising deliveries is a sign that the global semiconductor shortage that has roiled auto production all year isn’t hurting XPeng all that much. That’s good news. Xiaoping had another bit of unexpected good news for shareholders: robotaxis.\n“The solid progress we’ve made in [our navigation guided pilot] fuels greater confidence in our ability to explore autonomous driving enabled mobility solutions in the future, such as robotaxi technologies,” added the CEO.\nNavigation guided pilot, or NGP, is how XPeng refers to its software and hardware that enable driver-assistance technologies such as adaptive cruise control and land-keeping assistance.\nIt’s the first time robotaxis has come up in an earnings release and will generate a lot of questions from investors on the 8 a.m. Eastern time conference call. Analysts and investors will want to know how close XPeng is to having self-driving cars on the road.\nXPeng has been developing higher function driver-assistance features on recent models. XPeng also has lidar—or laser based radar—sensors on some models. Using lidar is still new in the industry. But no auto maker, including XPeng, has delivered a car with enough software and sensor technology that allows a driver to stop paying attention to the road yet.","news_type":1,"symbols_score_info":{"XPEV":0.9,"09868":0.9}},"isVote":1,"tweetType":1,"viewCount":4373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872299069,"gmtCreate":1637535681468,"gmtModify":1637535682362,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"Good sharing&nbsp;","listText":"Good sharing&nbsp;","text":"Good 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good 👍🏻&nbsp;","listText":"Looking good 👍🏻&nbsp;","text":"Looking good 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/841162343","repostId":"2180736486","repostType":4,"isVote":1,"tweetType":1,"viewCount":1573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854231202,"gmtCreate":1635461750832,"gmtModify":1635461753885,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"Still looking good&nbsp;","listText":"Still looking good&nbsp;","text":"Still looking good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/854231202","repostId":"1178207364","repostType":4,"repost":{"id":"1178207364","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":1635460531,"share":"https://www.laohunote.com/m/news/1178207364?lang=zh_CN&edition=full","pubTime":"2021-10-29 06:35","market":"us","language":"en","title":"Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期，供应问题导致公司损失 60 亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178207364","media":"Tiger Newspress","summary":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southe","content":"<p>Apple&nbsp;revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday,&nbsp;which Apple CEO Tim Cook attributed to larger-than-expected supply constraints&nbsp;on iPhones, iPads, and Macs.</p><p><blockquote>周四，苹果第四财季营收低于华尔街预期，苹果首席执行官蒂姆·库克将此归因于 iPhone、iPad 和 Mac 的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果在盘后交易中下跌 3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示：“尽管供应限制超出预期，我们估计供应限制约为 60 亿美元，但我们的业绩非常强劲。”库克表示，“供应限制是由人们经常谈论的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”在当前的假日销售季度，影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29%&nbsp;and each of its product categories grew on an annual basis.</p><p><blockquote>然而，苹果的整体收入仍增长了29%，其每个产品类别都同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与路孚特共识估计的表现：</blockquote></p><p> <ul>  <li><b>EPS:</b>&nbsp;$1.24 vs. $1.24&nbsp;estimated</li>  <li><b>Revenue:</b>&nbsp;$83.36&nbsp;billion&nbsp;&nbsp;vs.&nbsp;$84.85&nbsp;billion&nbsp;estimated, up 29% year-over-year</li>  <li><b>iPhone revenue:</b>&nbsp;$38.87&nbsp;billion&nbsp;vs. $41.51&nbsp;billion&nbsp;estimated, up 47% year-over-year</li>  <li><b>Services revenue:</b>&nbsp;$18.28&nbsp;billion&nbsp;vs. $17.64&nbsp;billion&nbsp;estimated,&nbsp;up 25.6% year-over-year</li>  <li><b>Other Products revenue:</b>&nbsp;$8.79&nbsp;billion&nbsp;vs. $9.33&nbsp;billion&nbsp;estimated, up 11.5% year-over-year</li>  <li><b>Mac revenue:</b>&nbsp;$9.18&nbsp;billion&nbsp;vs. $9.23&nbsp;billion&nbsp;estimated, up 1.6% year-over-year</li>  <li><b>iPad revenue:</b>&nbsp;$8.25&nbsp;billion&nbsp;vs. $7.23&nbsp;billion&nbsp;estimated, up 21.4% year-over-year</li>  <li><b>Gross margin:</b>&nbsp;42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>每股收益：</b>1.24 美元，预计为 1.24 美元</li><li><b>收入：</b>833.6 亿美元，而预期为 848.5 亿美元，同比增长 29%</li><li><b>iPhone收入：</b>388.7亿美元。预计415.1亿美元，同比增长47%</li><li><b>服务收入：</b>182.8亿美元。预计176.4亿美元，同比增长25.6%</li><li><b>其他产品收入：</b>87.9亿美元与预计93.3亿美元，同比增长11.5%</li><li><b>Mac收入：</b>91.8亿美元。预计92.3亿美元，同比增长1.6%</li><li><b>iPad收入：</b>82.5亿美元 vs.预计72.3亿美元，同比增长21.4%</li><li><b>毛利率：</b>42.2% vs. 估计值 42.0%</li></ul>iPhone 销量同比增长 47%，但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半，被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据 Refinitiv 的 IBES 数据，苹果表示，第四财季的收入和利润分别为 834 亿美元和每股 1.24 美元，而分析师的预期为 848 亿美元和每股 1.24 美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>结果是，在 iPhone 12 机型以及 COVID-19 大流行期间用于在家工作和学习的 Mac 电脑和 iPad 的强劲销售的带动下，本财年的销售额高于预期，但结果却是一个艰难的结局。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者，芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com&nbsp;forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>零售商亚马逊预测假日季度销售额远低于华尔街预期后不久，苹果发布了业绩，部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>哈格里夫斯-兰斯当（Hargreaves Lansdown）股票分析师索菲-伦德-耶茨（Sophie Lund-Yates）说，苹果 “设法很好地应对了这些问题，但也未能毫发无损，这些问题持续下去会带来麻烦，尤其是因为市场对苹果的表现毫不留情”。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>失误</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别中未能达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据 Refinitiv 的数据，苹果表示第四季度 iPhone 销售额为 389 亿美元，低于预期的 415 亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示，采用旧技术制造的芯片仍然是关键的供应限制。他表示，苹果仍不确定假日购物季过后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难，”库克说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据 Refinitiv 的数据，该公司的配件部门（包括 AirPods 无线耳机等快速增长的类别）营收为 88 亿美元，比分析师预期的 93 亿美元低 5 亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现更好。根据 Refinitiv 的数据，iPad 和 Mac 的销售额分别为 83 亿美元和 92 亿美元，而分析师的预期分别为 72 亿美元和 92 亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门（包括 App Store 业务）销售收入为 183 亿美元，增长 26%，而分析师预期的 176 亿美元。库克表示，苹果目前其平台拥有 7.45 亿付费用户，高于一个季度前披露的 7 亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本投资公司首席经济学家哈尔·埃丁斯 (Hal Eddins) 表示：“服务表现强劲，这显示了软件和服务的美观性和耐用性，因为利润率更高，而且没有供应问题，因为软件不会抵达集装箱船。”</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是其在中国的销售额，增长了 83%，达到 146 亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示，本季度向股东返还了 240 亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期，供应问题导致公司损失 60 亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期，供应问题导致公司损失 60 亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-29 06:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday,&nbsp;which Apple CEO Tim Cook attributed to larger-than-expected supply constraints&nbsp;on iPhones, iPads, and Macs.</p><p><blockquote>周四，苹果第四财季营收低于华尔街预期，苹果首席执行官蒂姆·库克将此归因于 iPhone、iPad 和 Mac 的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果在盘后交易中下跌 3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示：“尽管供应限制超出预期，我们估计供应限制约为 60 亿美元，但我们的业绩非常强劲。”库克表示，“供应限制是由人们经常谈论的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”在当前的假日销售季度，影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29%&nbsp;and each of its product categories grew on an annual basis.</p><p><blockquote>然而，苹果的整体收入仍增长了29%，其每个产品类别都同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与路孚特共识估计的表现：</blockquote></p><p> <ul>  <li><b>EPS:</b>&nbsp;$1.24 vs. $1.24&nbsp;estimated</li>  <li><b>Revenue:</b>&nbsp;$83.36&nbsp;billion&nbsp;&nbsp;vs.&nbsp;$84.85&nbsp;billion&nbsp;estimated, up 29% year-over-year</li>  <li><b>iPhone revenue:</b>&nbsp;$38.87&nbsp;billion&nbsp;vs. $41.51&nbsp;billion&nbsp;estimated, up 47% year-over-year</li>  <li><b>Services revenue:</b>&nbsp;$18.28&nbsp;billion&nbsp;vs. $17.64&nbsp;billion&nbsp;estimated,&nbsp;up 25.6% year-over-year</li>  <li><b>Other Products revenue:</b>&nbsp;$8.79&nbsp;billion&nbsp;vs. $9.33&nbsp;billion&nbsp;estimated, up 11.5% year-over-year</li>  <li><b>Mac revenue:</b>&nbsp;$9.18&nbsp;billion&nbsp;vs. $9.23&nbsp;billion&nbsp;estimated, up 1.6% year-over-year</li>  <li><b>iPad revenue:</b>&nbsp;$8.25&nbsp;billion&nbsp;vs. $7.23&nbsp;billion&nbsp;estimated, up 21.4% year-over-year</li>  <li><b>Gross margin:</b>&nbsp;42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>每股收益：</b>1.24 美元，预计为 1.24 美元</li><li><b>收入：</b>833.6 亿美元，而预期为 848.5 亿美元，同比增长 29%</li><li><b>iPhone收入：</b>388.7亿美元。预计415.1亿美元，同比增长47%</li><li><b>服务收入：</b>182.8亿美元。预计176.4亿美元，同比增长25.6%</li><li><b>其他产品收入：</b>87.9亿美元与预计93.3亿美元，同比增长11.5%</li><li><b>Mac收入：</b>91.8亿美元。预计92.3亿美元，同比增长1.6%</li><li><b>iPad收入：</b>82.5亿美元 vs.预计72.3亿美元，同比增长21.4%</li><li><b>毛利率：</b>42.2% vs. 估计值 42.0%</li></ul>iPhone 销量同比增长 47%，但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半，被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据 Refinitiv 的 IBES 数据，苹果表示，第四财季的收入和利润分别为 834 亿美元和每股 1.24 美元，而分析师的预期为 848 亿美元和每股 1.24 美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>结果是，在 iPhone 12 机型以及 COVID-19 大流行期间用于在家工作和学习的 Mac 电脑和 iPad 的强劲销售的带动下，本财年的销售额高于预期，但结果却是一个艰难的结局。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者，芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com&nbsp;forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>零售商亚马逊预测假日季度销售额远低于华尔街预期后不久，苹果发布了业绩，部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>哈格里夫斯-兰斯当（Hargreaves Lansdown）股票分析师索菲-伦德-耶茨（Sophie Lund-Yates）说，苹果 “设法很好地应对了这些问题，但也未能毫发无损，这些问题持续下去会带来麻烦，尤其是因为市场对苹果的表现毫不留情”。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>失误</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别中未能达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据 Refinitiv 的数据，苹果表示第四季度 iPhone 销售额为 389 亿美元，低于预期的 415 亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示，采用旧技术制造的芯片仍然是关键的供应限制。他表示，苹果仍不确定假日购物季过后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难，”库克说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据 Refinitiv 的数据，该公司的配件部门（包括 AirPods 无线耳机等快速增长的类别）营收为 88 亿美元，比分析师预期的 93 亿美元低 5 亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现更好。根据 Refinitiv 的数据，iPad 和 Mac 的销售额分别为 83 亿美元和 92 亿美元，而分析师的预期分别为 72 亿美元和 92 亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门（包括 App Store 业务）销售收入为 183 亿美元，增长 26%，而分析师预期的 176 亿美元。库克表示，苹果目前其平台拥有 7.45 亿付费用户，高于一个季度前披露的 7 亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本投资公司首席经济学家哈尔·埃丁斯 (Hal Eddins) 表示：“服务表现强劲，这显示了软件和服务的美观性和耐用性，因为利润率更高，而且没有供应问题，因为软件不会抵达集装箱船。”</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是其在中国的销售额，增长了 83%，达到 146 亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示，本季度向股东返还了 240 亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178207364","content_text":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\nApple fell 3.7% in extended trading.\n\n\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.\nHowever, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.\nHere's how Apple did versus Refinitiv consensus estimates:\n\nEPS: $1.24 vs. $1.24 estimated\nRevenue: $83.36 billion  vs. $84.85 billion estimated, up 29% year-over-year\niPhone revenue: $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year\nServices revenue: $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year\nOther Products revenue: $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year\nMac revenue: $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year\niPad revenue: $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year\nGross margin: 42.2% vs. 42.0% estimated\n\niPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.\nApple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.\nApple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.\nThe results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.\nApple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.\nApple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.\nApple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.\nMISSES\nApple missed expectations in two key categories.\nApple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.\nCook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.\n\"It's very difficult to call,\" Cook said.\nThe company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.\nOther segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.\nThe company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.\n\"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.\nAnother bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.\nThe company said it returned $24 billion to shareholders during the quarter.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855248491,"gmtCreate":1635380035592,"gmtModify":1635380036432,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"Great report&nbsp;","listText":"Great report&nbsp;","text":"Great report","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/855248491","repostId":"1150366645","repostType":4,"isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852271504,"gmtCreate":1635288219143,"gmtModify":1635288222602,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"Great report&nbsp;","listText":"Great report&nbsp;","text":"Great report","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/852271504","repostId":"2178540717","repostType":2,"repost":{"id":"2178540717","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1635279398,"share":"https://www.laohunote.com/m/news/2178540717?lang=zh_CN&edition=full","pubTime":"2021-10-27 04:16","market":"us","language":"en","title":"Advanced Micro Devices Q3 Adj. EPS $0.73 Beats $0.67 Estimate, Sales $4.30B Beat $4.12B Estimate<blockquote>Advanced Micro Devices 第三季度调整后。每股收益 0.73 美元，超出预期 0.67 美元，销售额 4.30B 美元，超出预期 4.12B 美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2178540717","media":"Benzinga Earnings","summary":"Advanced Micro Devices (NASDAQ:AMD) reported quarterly earnings of $0.73 per share which beat the analyst consensus estimate of $0.67 by 8.96 percent. This is a 78.05 percent increase over earnings of $0.41 per share","content":"<p><html><body>Advanced Micro Devices (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) reported quarterly earnings of $0.73 per share which beat the analyst consensus estimate of $0.67 by 8.96 percent. This is a 78.05 percent increase over earnings of $0.41 per share from the same period last year.  The company reported quarterly sales of $4.30 billion which beat the analyst consensus estimate of $4.12 billion by 4.37 percent.  This is a 53.52 percent increase over sales of $2.80 billion the same period last year.</p><p><blockquote><html><body>先进微器件公司（纳斯达克：<a href=\"https://laohu8.com/S/AMD\">AMD</a>）公布的季度收益为每股 0.73 美元，比分析师普遍预期的 0.67 美元高出 8.96%。这比去年同期每股收益 0.41 美元增长了 78.05%。该公司公布季度销售额为 43 亿美元，比分析师普遍预期的 41.2 亿美元高出 4.37%。这比去年同期 28 亿美元的销售额增长了 53.52%。</body></html></blockquote></p><p></body></html></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>Advanced Micro Devices Q3 Adj. EPS $0.73 Beats $0.67 Estimate, Sales $4.30B Beat $4.12B Estimate<blockquote>Advanced Micro Devices 第三季度调整后。每股收益 0.73 美元，超出预期 0.67 美元，销售额 4.30B 美元，超出预期 4.12B 美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAdvanced Micro Devices Q3 Adj. EPS $0.73 Beats $0.67 Estimate, Sales $4.30B Beat $4.12B Estimate<blockquote>Advanced Micro Devices 第三季度调整后。每股收益 0.73 美元，超出预期 0.67 美元，销售额 4.30B 美元，超出预期 4.12B 美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-10-27 04:16</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><body>Advanced Micro Devices (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) reported quarterly earnings of $0.73 per share which beat the analyst consensus estimate of $0.67 by 8.96 percent. This is a 78.05 percent increase over earnings of $0.41 per share from the same period last year.  The company reported quarterly sales of $4.30 billion which beat the analyst consensus estimate of $4.12 billion by 4.37 percent.  This is a 53.52 percent increase over sales of $2.80 billion the same period last year.</p><p><blockquote><html><body>先进微器件公司（纳斯达克：<a href=\"https://laohu8.com/S/AMD\">AMD</a>）公布的季度收益为每股 0.73 美元，比分析师普遍预期的 0.67 美元高出 8.96%。这比去年同期每股收益 0.41 美元增长了 78.05%。该公司公布季度销售额为 43 亿美元，比分析师普遍预期的 41.2 亿美元高出 4.37%。这比去年同期 28 亿美元的销售额增长了 53.52%。</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AEIS":"先进能源工业公司","AMD":"美国超微公司"},"source_url":"https://www.benzinga.com/news/earnings/21/10/23571151/advanced-micro-devices-q3-adj-eps-0-73-beats-0-67-estimate-sales-4-30b-beat-4-12b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178540717","content_text":"Advanced Micro Devices (NASDAQ:AMD) reported quarterly earnings of $0.73 per share which beat the analyst consensus estimate of $0.67 by 8.96 percent. This is a 78.05 percent increase over earnings of $0.41 per share from the same period last year.  The company reported quarterly sales of $4.30 billion which beat the analyst consensus estimate of $4.12 billion by 4.37 percent.  This is a 53.52 percent increase over sales of $2.80 billion the same period last year.","news_type":1,"symbols_score_info":{"AMD":0.9,"AEIS":1}},"isVote":1,"tweetType":1,"viewCount":1275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856525262,"gmtCreate":1635204010454,"gmtModify":1635204013730,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"🤩&nbsp;","listText":"🤩&nbsp;","text":"🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/856525262","repostId":"1112151752","repostType":4,"repost":{"id":"1112151752","kind":"news","pubTimestamp":1635171619,"share":"https://www.laohunote.com/m/news/1112151752?lang=zh_CN&edition=full","pubTime":"2021-10-25 22:20","market":"us","language":"en","title":"Tesla drives toward $1 trillion club on record Hertz order<blockquote>特斯拉凭借创纪录的赫兹订单迈向 1 万亿美元俱乐部</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112151752","media":"Reuters","summary":"(Reuters) -Tesla Inc on Monday neared $1 trillion in market capitalization as the company founded by","content":"<p>(Reuters) -Tesla Inc on Monday neared $1 trillion in market capitalization as the company founded by Elon Musk received its biggest-ever order from Hertz, which announced plans to buy 100,000 electric rental cars.</p><p><blockquote>（路透社） - 特斯拉公司周一市值接近 1 万亿美元，这家由埃隆·马斯克 (Elon Musk) 创立的公司收到了赫兹 (Hertz) 有史以来最大的订单，赫兹宣布计划购买 10 万辆电动租赁汽车。</blockquote></p><p> Tesla shares opened up 4.5% at $950.53, a new record high, following the order. Shares were also buoyed by news of the company’s Model 3 becoming the first electric vehicle to top monthly sales of new cars in Europe.</p><p><blockquote>特斯拉股价开盘上涨 4.5%，至 950.53 美元，创历史新高。该公司的 Model 3 成为首款在欧洲新车月销量中名列前茅的电动汽车的消息也提振了股价。</blockquote></p><p> The news from Hertz comes as Tesla is coping with a backlog of unfulfilled orders for its vehicles and continuing supply chain disruptions, but it does solidify the mainstream appeal of electric cars.</p><p><blockquote>赫兹传出这一消息之际，特斯拉正在应对积压的汽车未履行订单和持续的供应链中断，但它确实巩固了电动汽车的主流吸引力。</blockquote></p><p> Interim Hertz Chief Executive Mark Fields in an interview told Reuters the order, delivered by the end of 2022, will primarily be Model 3 vehicles. Tesla vehicles will start being available at Hertz rental facilities in November.</p><p><blockquote>赫兹临时首席执行官马克·菲尔兹在接受路透社采访时表示，该订单将于 2022 年底交付，主要是 Model 3 车辆。特斯拉汽车将于11月开始在赫兹租赁设施出售。</blockquote></p><p> “We absolutely believe that this is going to be competitive advantage for us,” Fields said of the Tesla order. “We want to be a leader in mobility... Getting customers experience with electrified vehicles is an absolute priority for us.”</p><p><blockquote>“菲尔兹在谈到特斯拉勋章时说：”我们绝对相信这将是我们的竞争优势。“我们希望成为移动出行领域的领导者......让客户体验电动汽车是我们的绝对首要任务”。</blockquote></p><p> Hertz has around 430,000 to 450,000 vehicles worldwide, Fields said. He said Hertz would work with other automakers producing electric vehicles.</p><p><blockquote>菲尔兹说，赫兹在全球拥有大约43万至45万辆汽车。他表示，赫兹将与其他生产电动汽车的汽车制造商合作。</blockquote></p><p> Tesla would have to top $995.75 to become a company worth a trillion dollars, according to Reuters calculations based on its latest filing. The world’s most valuable carmaker will join an elite club that includes Apple Inc, Amazon.com Inc, Microsoft Corp and Alphabet Inc</p><p><blockquote>根据路透社根据其最新文件计算，特斯拉必须超过 995.75 美元才能成为一家价值万亿美元的公司。世界上最有价值的汽车制造商将加入一个精英俱乐部，其中包括苹果公司、亚马逊公司、微软公司和Alphabet公司。</blockquote></p><p> The world's most valuable automaker delivered a recordhere241,300 electric cars globally in the third quarter, even as it warned that supply chain headwinds&nbsp;here&nbsp;would pressure margins.</p><p><blockquote>这家全球最有价值的汽车制造商第三季度在全球交付了创纪录的 241,300 辆电动汽车，尽管该公司警告称，供应链逆风将给利润率带来压力。</blockquote></p><p> Tesla’s cheapest Model 3 sedan starts at about $44,000, making this order worth about $4.4 billion, if the entire order were for its mass-market sedan.</p><p><blockquote>特斯拉最便宜的 Model 3 轿车起价约为 44,000 美元，如果整个订单都是大众市场轿车，那么这笔订单价值约为 44 亿美元。</blockquote></p><p> Fields declined to say how much Hertz was paying for the order. Tesla was not immediately available for comment.</p><p><blockquote>菲尔兹拒绝透露赫兹为该订单支付了多少费用。特斯拉没有立即置评。</blockquote></p><p> With the current order, Hertz said EVs will make up more than 20% of its global fleet.</p><p><blockquote>赫兹表示，根据目前的订单，电动汽车将占其全球车队的 20% 以上。</blockquote></p><p> “It (the order) puts an exclamation point under guidance for 50%+ growth in deliveries,” Roth Capital analyst Craig Irwin said. “Another solid piece of evidence EVs are going mainstream.”</p><p><blockquote>“罗斯资本（Roth Capital）分析师克雷格-欧文（Craig Irwin）说：”它（该命令）在交付量增长50%以上的指导下打了一个感叹号。“电动汽车正在成为主流的又一确凿证据”。</blockquote></p><p> The car rental firm also said it was installing thousands of chargers throughout its network. Customers who rent a Tesla Model 3 will have access to 3,000 Tesla supercharging stations throughout the United States and Europe.</p><p><blockquote>这家汽车租赁公司还表示，正在其整个网络中安装数千个充电器。租用特斯拉 Model 3 的客户将可以使用美国和欧洲的 3,000 个特斯拉超级充电站。</blockquote></p><p> “Electric vehicles are now mainstream, and we’ve only just begun to see rising global demand and interest,” said Hertz interim Chief Executive Officer Mark Fields.</p><p><blockquote>“赫兹临时首席执行官马克-菲尔兹（Mark Fields）说：”电动汽车现在已成为主流，我们才刚刚开始看到全球需求和兴趣不断上升。</blockquote></p><p> U.S. President Joe Biden has made it a priority to support the rollout of electric vehicles to combat climate change, but a lack of charging network infrastructure could remain a key hurdle to his ambitious plan.</p><p><blockquote>美国总统乔·拜登已将支持推出电动汽车以应对气候变化作为优先事项，但缺乏充电网络基础设施可能仍然是他雄心勃勃计划的主要障碍。</blockquote></p><p> Analysts at Morgan Stanley bumped their price target on Tesla by 33% as the brokerage expects the electric carmaker to keep posting higher volumes, reaching more than 8 million deliveries in 2030.</p><p><blockquote>摩根士丹利分析师将特斯拉的目标价上调了 33%，该经纪公司预计这家电动汽车制造商将继续保持更高的销量，到 2030 年交付量将超过 800 万辆。</blockquote></p><p> A Cox Automotive study said Americans are hesitant to buy EVs due to anxieties about the ranges of the vehicles and high price tags, as well as weak charging infrastructure.</p><p><blockquote>考克斯汽车公司的一项研究称，由于对车辆续航里程和高昂的价格标签以及薄弱的充电基础设施感到担忧，美国人对购买电动汽车犹豫不决。</blockquote></p><p> Bloomberg News was first to report about the order.</p><p><blockquote>彭博新闻社率先报道了这一命令。</blockquote></p><p> Hertz had filed for bankruptcy protection last year as travel demand sank during the height of the pandemic and talks with creditors failed to provide relief.</p><p><blockquote>赫兹去年申请破产保护，因为在疫情高峰期旅行需求下降，而且与债权人的谈判未能提供救济。</blockquote></p><p> It was rescued by a group of investors including Knighthead Capital Management, Certares Opportunities and Apollo Capital Management.</p><p><blockquote>它被包括 Knighthead Capital Management、Certares Opportunities 和 Apollo Capital Management 在内的一群投资者拯救。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla drives toward $1 trillion club on record Hertz order<blockquote>特斯拉凭借创纪录的赫兹订单迈向 1 万亿美元俱乐部</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-10-25 22:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) -Tesla Inc on Monday neared $1 trillion in market capitalization as the company founded by Elon Musk received its biggest-ever order from Hertz, which announced plans to buy 100,000 electric rental cars.</p><p><blockquote>（路透社） - 特斯拉公司周一市值接近 1 万亿美元，这家由埃隆·马斯克 (Elon Musk) 创立的公司收到了赫兹 (Hertz) 有史以来最大的订单，赫兹宣布计划购买 10 万辆电动租赁汽车。</blockquote></p><p> Tesla shares opened up 4.5% at $950.53, a new record high, following the order. Shares were also buoyed by news of the company’s Model 3 becoming the first electric vehicle to top monthly sales of new cars in Europe.</p><p><blockquote>特斯拉股价开盘上涨 4.5%，至 950.53 美元，创历史新高。该公司的 Model 3 成为首款在欧洲新车月销量中名列前茅的电动汽车的消息也提振了股价。</blockquote></p><p> The news from Hertz comes as Tesla is coping with a backlog of unfulfilled orders for its vehicles and continuing supply chain disruptions, but it does solidify the mainstream appeal of electric cars.</p><p><blockquote>赫兹传出这一消息之际，特斯拉正在应对积压的汽车未履行订单和持续的供应链中断，但它确实巩固了电动汽车的主流吸引力。</blockquote></p><p> Interim Hertz Chief Executive Mark Fields in an interview told Reuters the order, delivered by the end of 2022, will primarily be Model 3 vehicles. Tesla vehicles will start being available at Hertz rental facilities in November.</p><p><blockquote>赫兹临时首席执行官马克·菲尔兹在接受路透社采访时表示，该订单将于 2022 年底交付，主要是 Model 3 车辆。特斯拉汽车将于11月开始在赫兹租赁设施出售。</blockquote></p><p> “We absolutely believe that this is going to be competitive advantage for us,” Fields said of the Tesla order. “We want to be a leader in mobility... Getting customers experience with electrified vehicles is an absolute priority for us.”</p><p><blockquote>“菲尔兹在谈到特斯拉勋章时说：”我们绝对相信这将是我们的竞争优势。“我们希望成为移动出行领域的领导者......让客户体验电动汽车是我们的绝对首要任务”。</blockquote></p><p> Hertz has around 430,000 to 450,000 vehicles worldwide, Fields said. He said Hertz would work with other automakers producing electric vehicles.</p><p><blockquote>菲尔兹说，赫兹在全球拥有大约43万至45万辆汽车。他表示，赫兹将与其他生产电动汽车的汽车制造商合作。</blockquote></p><p> Tesla would have to top $995.75 to become a company worth a trillion dollars, according to Reuters calculations based on its latest filing. The world’s most valuable carmaker will join an elite club that includes Apple Inc, Amazon.com Inc, Microsoft Corp and Alphabet Inc</p><p><blockquote>根据路透社根据其最新文件计算，特斯拉必须超过 995.75 美元才能成为一家价值万亿美元的公司。世界上最有价值的汽车制造商将加入一个精英俱乐部，其中包括苹果公司、亚马逊公司、微软公司和Alphabet公司。</blockquote></p><p> The world's most valuable automaker delivered a recordhere241,300 electric cars globally in the third quarter, even as it warned that supply chain headwinds&nbsp;here&nbsp;would pressure margins.</p><p><blockquote>这家全球最有价值的汽车制造商第三季度在全球交付了创纪录的 241,300 辆电动汽车，尽管该公司警告称，供应链逆风将给利润率带来压力。</blockquote></p><p> Tesla’s cheapest Model 3 sedan starts at about $44,000, making this order worth about $4.4 billion, if the entire order were for its mass-market sedan.</p><p><blockquote>特斯拉最便宜的 Model 3 轿车起价约为 44,000 美元，如果整个订单都是大众市场轿车，那么这笔订单价值约为 44 亿美元。</blockquote></p><p> Fields declined to say how much Hertz was paying for the order. Tesla was not immediately available for comment.</p><p><blockquote>菲尔兹拒绝透露赫兹为该订单支付了多少费用。特斯拉没有立即置评。</blockquote></p><p> With the current order, Hertz said EVs will make up more than 20% of its global fleet.</p><p><blockquote>赫兹表示，根据目前的订单，电动汽车将占其全球车队的 20% 以上。</blockquote></p><p> “It (the order) puts an exclamation point under guidance for 50%+ growth in deliveries,” Roth Capital analyst Craig Irwin said. “Another solid piece of evidence EVs are going mainstream.”</p><p><blockquote>“罗斯资本（Roth Capital）分析师克雷格-欧文（Craig Irwin）说：”它（该命令）在交付量增长50%以上的指导下打了一个感叹号。“电动汽车正在成为主流的又一确凿证据”。</blockquote></p><p> The car rental firm also said it was installing thousands of chargers throughout its network. Customers who rent a Tesla Model 3 will have access to 3,000 Tesla supercharging stations throughout the United States and Europe.</p><p><blockquote>这家汽车租赁公司还表示，正在其整个网络中安装数千个充电器。租用特斯拉 Model 3 的客户将可以使用美国和欧洲的 3,000 个特斯拉超级充电站。</blockquote></p><p> “Electric vehicles are now mainstream, and we’ve only just begun to see rising global demand and interest,” said Hertz interim Chief Executive Officer Mark Fields.</p><p><blockquote>“赫兹临时首席执行官马克-菲尔兹（Mark Fields）说：”电动汽车现在已成为主流，我们才刚刚开始看到全球需求和兴趣不断上升。</blockquote></p><p> U.S. President Joe Biden has made it a priority to support the rollout of electric vehicles to combat climate change, but a lack of charging network infrastructure could remain a key hurdle to his ambitious plan.</p><p><blockquote>美国总统乔·拜登已将支持推出电动汽车以应对气候变化作为优先事项，但缺乏充电网络基础设施可能仍然是他雄心勃勃计划的主要障碍。</blockquote></p><p> Analysts at Morgan Stanley bumped their price target on Tesla by 33% as the brokerage expects the electric carmaker to keep posting higher volumes, reaching more than 8 million deliveries in 2030.</p><p><blockquote>摩根士丹利分析师将特斯拉的目标价上调了 33%，该经纪公司预计这家电动汽车制造商将继续保持更高的销量，到 2030 年交付量将超过 800 万辆。</blockquote></p><p> A Cox Automotive study said Americans are hesitant to buy EVs due to anxieties about the ranges of the vehicles and high price tags, as well as weak charging infrastructure.</p><p><blockquote>考克斯汽车公司的一项研究称，由于对车辆续航里程和高昂的价格标签以及薄弱的充电基础设施感到担忧，美国人对购买电动汽车犹豫不决。</blockquote></p><p> Bloomberg News was first to report about the order.</p><p><blockquote>彭博新闻社率先报道了这一命令。</blockquote></p><p> Hertz had filed for bankruptcy protection last year as travel demand sank during the height of the pandemic and talks with creditors failed to provide relief.</p><p><blockquote>赫兹去年申请破产保护，因为在疫情高峰期旅行需求下降，而且与债权人的谈判未能提供救济。</blockquote></p><p> It was rescued by a group of investors including Knighthead Capital Management, Certares Opportunities and Apollo Capital Management.</p><p><blockquote>它被包括 Knighthead Capital Management、Certares Opportunities 和 Apollo Capital Management 在内的一群投资者拯救。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/hertz-glo-hldg-tesla/update-5-tesla-drives-toward-1-trillion-club-on-record-hertz-order-idUSL4N2RL2TG\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.reuters.com/article/hertz-glo-hldg-tesla/update-5-tesla-drives-toward-1-trillion-club-on-record-hertz-order-idUSL4N2RL2TG","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112151752","content_text":"(Reuters) -Tesla Inc on Monday neared $1 trillion in market capitalization as the company founded by Elon Musk received its biggest-ever order from Hertz, which announced plans to buy 100,000 electric rental cars.\nTesla shares opened up 4.5% at $950.53, a new record high, following the order. Shares were also buoyed by news of the company’s Model 3 becoming the first electric vehicle to top monthly sales of new cars in Europe.\nThe news from Hertz comes as Tesla is coping with a backlog of unfulfilled orders for its vehicles and continuing supply chain disruptions, but it does solidify the mainstream appeal of electric cars.\nInterim Hertz Chief Executive Mark Fields in an interview told Reuters the order, delivered by the end of 2022, will primarily be Model 3 vehicles. Tesla vehicles will start being available at Hertz rental facilities in November.\n“We absolutely believe that this is going to be competitive advantage for us,” Fields said of the Tesla order. “We want to be a leader in mobility... Getting customers experience with electrified vehicles is an absolute priority for us.”\nHertz has around 430,000 to 450,000 vehicles worldwide, Fields said. He said Hertz would work with other automakers producing electric vehicles.\nTesla would have to top $995.75 to become a company worth a trillion dollars, according to Reuters calculations based on its latest filing. The world’s most valuable carmaker will join an elite club that includes Apple Inc, Amazon.com Inc, Microsoft Corp and Alphabet Inc\nThe world's most valuable automaker delivered a recordhere241,300 electric cars globally in the third quarter, even as it warned that supply chain headwinds here would pressure margins.\nTesla’s cheapest Model 3 sedan starts at about $44,000, making this order worth about $4.4 billion, if the entire order were for its mass-market sedan.\nFields declined to say how much Hertz was paying for the order. Tesla was not immediately available for comment.\nWith the current order, Hertz said EVs will make up more than 20% of its global fleet.\n“It (the order) puts an exclamation point under guidance for 50%+ growth in deliveries,” Roth Capital analyst Craig Irwin said. “Another solid piece of evidence EVs are going mainstream.”\nThe car rental firm also said it was installing thousands of chargers throughout its network. Customers who rent a Tesla Model 3 will have access to 3,000 Tesla supercharging stations throughout the United States and Europe.\n“Electric vehicles are now mainstream, and we’ve only just begun to see rising global demand and interest,” said Hertz interim Chief Executive Officer Mark Fields.\nU.S. President Joe Biden has made it a priority to support the rollout of electric vehicles to combat climate change, but a lack of charging network infrastructure could remain a key hurdle to his ambitious plan.\nAnalysts at Morgan Stanley bumped their price target on Tesla by 33% as the brokerage expects the electric carmaker to keep posting higher volumes, reaching more than 8 million deliveries in 2030.\nA Cox Automotive study said Americans are hesitant to buy EVs due to anxieties about the ranges of the vehicles and high price tags, as well as weak charging infrastructure.\nBloomberg News was first to report about the order.\nHertz had filed for bankruptcy protection last year as travel demand sank during the height of the pandemic and talks with creditors failed to provide relief.\nIt was rescued by a group of investors including Knighthead Capital Management, Certares Opportunities and Apollo Capital Management.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858470187,"gmtCreate":1635119153934,"gmtModify":1635119157138,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"Good sharing&nbsp;","listText":"Good sharing&nbsp;","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/858470187","repostId":"1166912304","repostType":4,"isVote":1,"tweetType":1,"viewCount":1772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858441904,"gmtCreate":1635118647660,"gmtModify":1635118651043,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"Watching FB and Apple&nbsp;","listText":"Watching FB and Apple&nbsp;","text":"Watching FB and Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/858441904","repostId":"2178808449","repostType":4,"isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858171354,"gmtCreate":1635030306671,"gmtModify":1635030309628,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"Definitely a good company to invest in&nbsp;","listText":"Definitely a good company to invest in&nbsp;","text":"Definitely a good company to invest in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/858171354","repostId":"1177255738","repostType":4,"repost":{"id":"1177255738","kind":"news","pubTimestamp":1634953820,"share":"https://www.laohunote.com/m/news/1177255738?lang=zh_CN&edition=full","pubTime":"2021-10-23 09:50","market":"us","language":"en","title":"Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177255738","media":"Seeking Alpha","summary":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li>  <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li>  <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>由于合同规模庞大，Palantir 的美国陆军合同对该公司来说是一个巨大的消息。大局也很重要——PLTR 竞争激烈且值得信赖。</li><li>PLTR 是仅有的四家获得 IL-5 国防部认证的公司之一，并正在转向 IL-6，这将进一步增加其护城河。</li><li>就利润而言，该公司似乎很昂贵，但当我们考虑 PLTR 的增长前景时，股票仍然可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies (PLTR) 仍然是一家非常令人兴奋、快速发展的科技公司，继续以昂贵的估值进行交易。最近与美国陆军签订的合同再次表明，其专有解决方案是独一无二的，而且 Palantir Technologies 在政府机构中根深蒂固，这应该使该公司能够在未来多年实现强劲增长。Palantir Technologies 并不是一个低风险的选择，但我确实相信，从长远来看，投资者可以从这只股票中获得可观的收益。</blockquote></p><p> <b>Palantir &amp; US Army Contract</b></p><p><blockquote><b>Palantir 与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth&nbsp;$823 million&nbsp;that will see the company deliver the Army Intelligence data fabric and analytics foundation for the&nbsp;<i>Capability Drop 2</i>&nbsp;(CD-2) program.</p><p><blockquote>10 月初，Palantir Technologies 宣布被美国陆军选中，签订一份价值 8.23 亿美元的合同，该公司将为美国陆军提供陆军情报数据结构和分析基础。<i>能力下降2</i>(CD-2)方案。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst&nbsp;noted&nbsp;that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前每年产生约15亿美元收入的公司来说，一份8亿多美元的合同当然是巨大的，但应该注意的是，这份合同不会让Palantir在短时间内获得所有收入。最重要的是，不一定所有的收入都会流向Palantir Technologies，因为其他供应商，例如硬件供应商，也可能从合同中分得一部分份额。一位更为悲观的分析师指出，政府已要求在 2022 财年为该合同拨款约 1 亿美元，这表明 Palantir 需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此，我认为这份合同是一个重大的积极因素，原因有几个。首先，美国陆军将合同授予Palantir Technologies的决定表明，Palantir仍然是国防领域技术基础的先驱，尽管一些分析师和评论员认为Palantir的产品/服务非常商品化。如果是这样的话，合同可能会授予另一家以较低价格销售其服务和产品的公司——请记住，Palantir 要求全公司毛利率超过 70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单一合同也表明，官员们认为 Palantir 有能力交付大规模合同，尽管就收入和雇主而言，Palantir Technologies 目前并不是一家非常大的公司。官员们似乎相信 Palantir 能够很好地执行这些合同，这反过来又表明 Palantir 未来应该有很好的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies 是仅有的四家获得国防部 5 级 (IL-5) SaaS 批准的公司之一，这一事实也表明了 Palantir 在国防领域相对于潜在竞争对手的强势地位：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就给了 Palantir 相对于未获得如此关键服务批准的竞争对手的主要优势。一旦 Palantir 获得 IL-6 批准（届时该公司还可以处理国防部机密信息），Palantir 相对于竞争对手的护城河应该会进一步扩大。Palantir 管理层相信，这将在可预见的未来发生，并且 Palantir 可能会成为第一家获得 IL-6 整体批准的公司。未来几年，国防市场可能是 Palantir Technologies 的巨大市场机会：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：nscai.gov（报告全文第67页）</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&amp;D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测，到2030年，人工智能R&amp;D投资将增长到接近800亿美元。Palantir Technologies将无法解决所有这些市场，因为这包括硬件、实施等。，但即使是几个百分点的市场份额也会变成每年10多亿美元的业务。考虑到国防只是 Palantir Technologies 能够解决的众多市场之一，这似乎非常令人鼓舞 - 特别是当我们考虑到 Palantir 今年在该公司活跃的所有市场的收入约为 15 亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US&nbsp;Space Force.</p><p><blockquote>由于与军事客户的其他合同，Palantir Technologies 已经证明美国陆军合同并不是一个例外。相反，Palantir 似乎与国防客户合作良好，这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR 库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir 的管理层相信，该公司有一天将成为世界上最重要的软件公司，尽管我认为这还远不能保证，但我确实相信 Palantir 在未来许多年里具有巨大的增长潜力。它的解决方案可能会对商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系（如上所述）、良好的业绩记录和强大的人才（这就是为什么基于股票的薪酬如此之高，因为这种人才是昂贵的），Palantir 应该能够在整个 2020 年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with&nbsp;analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为 2024 年收入将达到 40 亿美元左右，这与分析师的预期非常一致。在作为一家上市公司的四个季度中，Palantir 在两条线上都四次超出了分析师的预期，因此该公司正在建立一个非常清晰的业绩超出预期的记录。当然，不能保证未来也会发生这种情况，但我确实相信 Palantir 很有可能在 2024 年产生超过 40 亿美元的收入。让我们仍然采用 40 亿美元的估计，并假设未来三年收入增长 30%，2028 年至 2030 年间增长 25%。如果发生这种情况，那么 Palantir 将在 2030 年产生 170 亿美元的收入，这将在 9 年内增长约 11 倍。一家年销售额为 170 亿美元、收入增长 25% 的公司的估值是多少？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软 (MSFT)、Salesforce.com (CRM) 和 Adobe (ADBE) 等主要软件公司目前的销售额增长了 15%-25%，目前的交易额是今年销售额的 11 倍至 19 倍。考虑到在我们的场景中，Palantir 的增长速度确实比这三家公司快一点，我认为 15 倍的销售倍数似乎一点也不离谱。根据 170 亿美元的估计销售额，九年后我们的市值将达到 2550 亿美元，大约是今天 480 亿美元市值的 5.3 倍。然而，这并不意味着 PLTR 的股价将上涨 430%，因为我们还必须考虑该公司的股数，该公司的股数一直在上升，并且可能会继续上升。很难准确预测九年后的股票数量将处于什么位置，因为我们不知道未来基于股票的薪酬的轨迹，而且 PLTR 可能会在未来开始回购股票。如果我们假设股票数量每年增加 1 亿股（根据 YCharts 的数据，去年股票数量增加了 8000 万股），那么到 2030 年，股票数量约为 29 亿股。基于 2550 亿美元的预期市值，这使得我们的股价约为 90 美元，大约是今天的 3.5 倍。换句话说，如果这种情况成真，投资者将获得约 250% 的 9 年回报率，即每年约 15%。例如，这并不像过去九年持有 AMZN (AMZN) 所获得的回报那么出色，但我相信 15% 左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然，有人可能会说这种情况不现实，增长率应该更高或更低，或者2030年的销售倍数应该不同。尽管如此，我相信这是一个坚实的基本情况<i>可能</i>考虑到 Palantir Technologies 在许多不同行业的巨大潜力，请采取保守的立场。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR 股票：现在是买入还是卖出的好时机？</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要涵盖的股票和我主要投资的股票相比，Palantir 是一只非常不同的股票。按当前价格计算，PLTR 乍一看相当昂贵，交易价格约为远期市盈率的 150 倍。然而，该公司提供了巨大的增长潜力、有吸引力的基本面，并且拥有巨大的护城河，一旦 PLTR 获得 IL-6 国防部批准，该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir 不是一只低风险股票，因为该公司与其他以高估值交易的高增长股票一样，容易受到利率变动的影响。最重要的是，盈利能力尚未得到持久证明，我们也不知道基于股票的薪酬支出的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此，我相信 Palantir 是一家高增长公司，从长远来看可以提供两位数的总回报，并且由于其庞大且快速增长的潜在市场和宽阔的护城河，我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然，Palantir Technologies 是否适合您的投资组合取决于您的个人目标和风险承受能力，但如果看到 PLTR 在本十年末至少增长两倍，我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入流吗？</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the&nbsp;Cash Flow Kingdom Income Portfolio&nbsp;is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收入投资组合的主要目标是产生7%-10%范围内的整体收益率。我们通过结合几种不同的收入流来形成有吸引力的、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动，但收入流保持一致。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</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\">2021-10-23 09:50</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>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li>  <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li>  <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>由于合同规模庞大，Palantir 的美国陆军合同对该公司来说是一个巨大的消息。大局也很重要——PLTR 竞争激烈且值得信赖。</li><li>PLTR 是仅有的四家获得 IL-5 国防部认证的公司之一，并正在转向 IL-6，这将进一步增加其护城河。</li><li>就利润而言，该公司似乎很昂贵，但当我们考虑 PLTR 的增长前景时，股票仍然可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies (PLTR) 仍然是一家非常令人兴奋、快速发展的科技公司，继续以昂贵的估值进行交易。最近与美国陆军签订的合同再次表明，其专有解决方案是独一无二的，而且 Palantir Technologies 在政府机构中根深蒂固，这应该使该公司能够在未来多年实现强劲增长。Palantir Technologies 并不是一个低风险的选择，但我确实相信，从长远来看，投资者可以从这只股票中获得可观的收益。</blockquote></p><p> <b>Palantir &amp; US Army Contract</b></p><p><blockquote><b>Palantir 与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth&nbsp;$823 million&nbsp;that will see the company deliver the Army Intelligence data fabric and analytics foundation for the&nbsp;<i>Capability Drop 2</i>&nbsp;(CD-2) program.</p><p><blockquote>10 月初，Palantir Technologies 宣布被美国陆军选中，签订一份价值 8.23 亿美元的合同，该公司将为美国陆军提供陆军情报数据结构和分析基础。<i>能力下降2</i>(CD-2)方案。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst&nbsp;noted&nbsp;that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前每年产生约15亿美元收入的公司来说，一份8亿多美元的合同当然是巨大的，但应该注意的是，这份合同不会让Palantir在短时间内获得所有收入。最重要的是，不一定所有的收入都会流向Palantir Technologies，因为其他供应商，例如硬件供应商，也可能从合同中分得一部分份额。一位更为悲观的分析师指出，政府已要求在 2022 财年为该合同拨款约 1 亿美元，这表明 Palantir 需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此，我认为这份合同是一个重大的积极因素，原因有几个。首先，美国陆军将合同授予Palantir Technologies的决定表明，Palantir仍然是国防领域技术基础的先驱，尽管一些分析师和评论员认为Palantir的产品/服务非常商品化。如果是这样的话，合同可能会授予另一家以较低价格销售其服务和产品的公司——请记住，Palantir 要求全公司毛利率超过 70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单一合同也表明，官员们认为 Palantir 有能力交付大规模合同，尽管就收入和雇主而言，Palantir Technologies 目前并不是一家非常大的公司。官员们似乎相信 Palantir 能够很好地执行这些合同，这反过来又表明 Palantir 未来应该有很好的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies 是仅有的四家获得国防部 5 级 (IL-5) SaaS 批准的公司之一，这一事实也表明了 Palantir 在国防领域相对于潜在竞争对手的强势地位：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就给了 Palantir 相对于未获得如此关键服务批准的竞争对手的主要优势。一旦 Palantir 获得 IL-6 批准（届时该公司还可以处理国防部机密信息），Palantir 相对于竞争对手的护城河应该会进一步扩大。Palantir 管理层相信，这将在可预见的未来发生，并且 Palantir 可能会成为第一家获得 IL-6 整体批准的公司。未来几年，国防市场可能是 Palantir Technologies 的巨大市场机会：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：nscai.gov（报告全文第67页）</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&amp;D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测，到2030年，人工智能R&amp;D投资将增长到接近800亿美元。Palantir Technologies将无法解决所有这些市场，因为这包括硬件、实施等。，但即使是几个百分点的市场份额也会变成每年10多亿美元的业务。考虑到国防只是 Palantir Technologies 能够解决的众多市场之一，这似乎非常令人鼓舞 - 特别是当我们考虑到 Palantir 今年在该公司活跃的所有市场的收入约为 15 亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US&nbsp;Space Force.</p><p><blockquote>由于与军事客户的其他合同，Palantir Technologies 已经证明美国陆军合同并不是一个例外。相反，Palantir 似乎与国防客户合作良好，这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR 库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir 的管理层相信，该公司有一天将成为世界上最重要的软件公司，尽管我认为这还远不能保证，但我确实相信 Palantir 在未来许多年里具有巨大的增长潜力。它的解决方案可能会对商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系（如上所述）、良好的业绩记录和强大的人才（这就是为什么基于股票的薪酬如此之高，因为这种人才是昂贵的），Palantir 应该能够在整个 2020 年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with&nbsp;analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为 2024 年收入将达到 40 亿美元左右，这与分析师的预期非常一致。在作为一家上市公司的四个季度中，Palantir 在两条线上都四次超出了分析师的预期，因此该公司正在建立一个非常清晰的业绩超出预期的记录。当然，不能保证未来也会发生这种情况，但我确实相信 Palantir 很有可能在 2024 年产生超过 40 亿美元的收入。让我们仍然采用 40 亿美元的估计，并假设未来三年收入增长 30%，2028 年至 2030 年间增长 25%。如果发生这种情况，那么 Palantir 将在 2030 年产生 170 亿美元的收入，这将在 9 年内增长约 11 倍。一家年销售额为 170 亿美元、收入增长 25% 的公司的估值是多少？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软 (MSFT)、Salesforce.com (CRM) 和 Adobe (ADBE) 等主要软件公司目前的销售额增长了 15%-25%，目前的交易额是今年销售额的 11 倍至 19 倍。考虑到在我们的场景中，Palantir 的增长速度确实比这三家公司快一点，我认为 15 倍的销售倍数似乎一点也不离谱。根据 170 亿美元的估计销售额，九年后我们的市值将达到 2550 亿美元，大约是今天 480 亿美元市值的 5.3 倍。然而，这并不意味着 PLTR 的股价将上涨 430%，因为我们还必须考虑该公司的股数，该公司的股数一直在上升，并且可能会继续上升。很难准确预测九年后的股票数量将处于什么位置，因为我们不知道未来基于股票的薪酬的轨迹，而且 PLTR 可能会在未来开始回购股票。如果我们假设股票数量每年增加 1 亿股（根据 YCharts 的数据，去年股票数量增加了 8000 万股），那么到 2030 年，股票数量约为 29 亿股。基于 2550 亿美元的预期市值，这使得我们的股价约为 90 美元，大约是今天的 3.5 倍。换句话说，如果这种情况成真，投资者将获得约 250% 的 9 年回报率，即每年约 15%。例如，这并不像过去九年持有 AMZN (AMZN) 所获得的回报那么出色，但我相信 15% 左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然，有人可能会说这种情况不现实，增长率应该更高或更低，或者2030年的销售倍数应该不同。尽管如此，我相信这是一个坚实的基本情况<i>可能</i>考虑到 Palantir Technologies 在许多不同行业的巨大潜力，请采取保守的立场。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR 股票：现在是买入还是卖出的好时机？</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要涵盖的股票和我主要投资的股票相比，Palantir 是一只非常不同的股票。按当前价格计算，PLTR 乍一看相当昂贵，交易价格约为远期市盈率的 150 倍。然而，该公司提供了巨大的增长潜力、有吸引力的基本面，并且拥有巨大的护城河，一旦 PLTR 获得 IL-6 国防部批准，该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir 不是一只低风险股票，因为该公司与其他以高估值交易的高增长股票一样，容易受到利率变动的影响。最重要的是，盈利能力尚未得到持久证明，我们也不知道基于股票的薪酬支出的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此，我相信 Palantir 是一家高增长公司，从长远来看可以提供两位数的总回报，并且由于其庞大且快速增长的潜在市场和宽阔的护城河，我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然，Palantir Technologies 是否适合您的投资组合取决于您的个人目标和风险承受能力，但如果看到 PLTR 在本十年末至少增长两倍，我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入流吗？</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the&nbsp;Cash Flow Kingdom Income Portfolio&nbsp;is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收入投资组合的主要目标是产生7%-10%范围内的整体收益率。我们通过结合几种不同的收入流来形成有吸引力的、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动，但收入流保持一致。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177255738","content_text":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.\nThe company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.\n\nScott Olson/Getty Images News\nArticle Thesis\nPalantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.\nPalantir & US Army Contract\nIn early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.\nFor a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.\nStill, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.\nThe contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.\nPalantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:\nSource: Palantir\nThis alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:\nSource: nscai.gov (page 67 of full report)\nThe National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.\nPalantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.\nPLTR Stock Forecast\nPalantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.\nManagement believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?\nData by YCharts\nMajor software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.\nOne can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario thatmightbe on the conservative side, considering Palantir Technologies' large potential across many different industries.\nPLTR Stock: Is Now A Good Time To Buy Or Sell?\nPalantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.\nPalantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.\nNevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.\nIs This an Income Stream Which Induces Fear?\n\nThe primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":877922492,"gmtCreate":1637881384942,"gmtModify":1637881385851,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"Yes,good to invest in for long term&nbsp;","listText":"Yes,good to invest in for long term&nbsp;","text":"Yes,good to invest in for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/877922492","repostId":"2186916023","repostType":4,"isVote":1,"tweetType":1,"viewCount":4072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858171354,"gmtCreate":1635030306671,"gmtModify":1635030309628,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"Definitely a good company to invest in&nbsp;","listText":"Definitely a good company to invest in&nbsp;","text":"Definitely a good company to invest in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/858171354","repostId":"1177255738","repostType":4,"repost":{"id":"1177255738","kind":"news","pubTimestamp":1634953820,"share":"https://www.laohunote.com/m/news/1177255738?lang=zh_CN&edition=full","pubTime":"2021-10-23 09:50","market":"us","language":"en","title":"Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177255738","media":"Seeking Alpha","summary":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li>  <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li>  <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>由于合同规模庞大，Palantir 的美国陆军合同对该公司来说是一个巨大的消息。大局也很重要——PLTR 竞争激烈且值得信赖。</li><li>PLTR 是仅有的四家获得 IL-5 国防部认证的公司之一，并正在转向 IL-6，这将进一步增加其护城河。</li><li>就利润而言，该公司似乎很昂贵，但当我们考虑 PLTR 的增长前景时，股票仍然可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies (PLTR) 仍然是一家非常令人兴奋、快速发展的科技公司，继续以昂贵的估值进行交易。最近与美国陆军签订的合同再次表明，其专有解决方案是独一无二的，而且 Palantir Technologies 在政府机构中根深蒂固，这应该使该公司能够在未来多年实现强劲增长。Palantir Technologies 并不是一个低风险的选择，但我确实相信，从长远来看，投资者可以从这只股票中获得可观的收益。</blockquote></p><p> <b>Palantir &amp; US Army Contract</b></p><p><blockquote><b>Palantir 与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth&nbsp;$823 million&nbsp;that will see the company deliver the Army Intelligence data fabric and analytics foundation for the&nbsp;<i>Capability Drop 2</i>&nbsp;(CD-2) program.</p><p><blockquote>10 月初，Palantir Technologies 宣布被美国陆军选中，签订一份价值 8.23 亿美元的合同，该公司将为美国陆军提供陆军情报数据结构和分析基础。<i>能力下降2</i>(CD-2)方案。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst&nbsp;noted&nbsp;that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前每年产生约15亿美元收入的公司来说，一份8亿多美元的合同当然是巨大的，但应该注意的是，这份合同不会让Palantir在短时间内获得所有收入。最重要的是，不一定所有的收入都会流向Palantir Technologies，因为其他供应商，例如硬件供应商，也可能从合同中分得一部分份额。一位更为悲观的分析师指出，政府已要求在 2022 财年为该合同拨款约 1 亿美元，这表明 Palantir 需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此，我认为这份合同是一个重大的积极因素，原因有几个。首先，美国陆军将合同授予Palantir Technologies的决定表明，Palantir仍然是国防领域技术基础的先驱，尽管一些分析师和评论员认为Palantir的产品/服务非常商品化。如果是这样的话，合同可能会授予另一家以较低价格销售其服务和产品的公司——请记住，Palantir 要求全公司毛利率超过 70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单一合同也表明，官员们认为 Palantir 有能力交付大规模合同，尽管就收入和雇主而言，Palantir Technologies 目前并不是一家非常大的公司。官员们似乎相信 Palantir 能够很好地执行这些合同，这反过来又表明 Palantir 未来应该有很好的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies 是仅有的四家获得国防部 5 级 (IL-5) SaaS 批准的公司之一，这一事实也表明了 Palantir 在国防领域相对于潜在竞争对手的强势地位：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就给了 Palantir 相对于未获得如此关键服务批准的竞争对手的主要优势。一旦 Palantir 获得 IL-6 批准（届时该公司还可以处理国防部机密信息），Palantir 相对于竞争对手的护城河应该会进一步扩大。Palantir 管理层相信，这将在可预见的未来发生，并且 Palantir 可能会成为第一家获得 IL-6 整体批准的公司。未来几年，国防市场可能是 Palantir Technologies 的巨大市场机会：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：nscai.gov（报告全文第67页）</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&amp;D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测，到2030年，人工智能R&amp;D投资将增长到接近800亿美元。Palantir Technologies将无法解决所有这些市场，因为这包括硬件、实施等。，但即使是几个百分点的市场份额也会变成每年10多亿美元的业务。考虑到国防只是 Palantir Technologies 能够解决的众多市场之一，这似乎非常令人鼓舞 - 特别是当我们考虑到 Palantir 今年在该公司活跃的所有市场的收入约为 15 亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US&nbsp;Space Force.</p><p><blockquote>由于与军事客户的其他合同，Palantir Technologies 已经证明美国陆军合同并不是一个例外。相反，Palantir 似乎与国防客户合作良好，这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR 库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir 的管理层相信，该公司有一天将成为世界上最重要的软件公司，尽管我认为这还远不能保证，但我确实相信 Palantir 在未来许多年里具有巨大的增长潜力。它的解决方案可能会对商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系（如上所述）、良好的业绩记录和强大的人才（这就是为什么基于股票的薪酬如此之高，因为这种人才是昂贵的），Palantir 应该能够在整个 2020 年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with&nbsp;analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为 2024 年收入将达到 40 亿美元左右，这与分析师的预期非常一致。在作为一家上市公司的四个季度中，Palantir 在两条线上都四次超出了分析师的预期，因此该公司正在建立一个非常清晰的业绩超出预期的记录。当然，不能保证未来也会发生这种情况，但我确实相信 Palantir 很有可能在 2024 年产生超过 40 亿美元的收入。让我们仍然采用 40 亿美元的估计，并假设未来三年收入增长 30%，2028 年至 2030 年间增长 25%。如果发生这种情况，那么 Palantir 将在 2030 年产生 170 亿美元的收入，这将在 9 年内增长约 11 倍。一家年销售额为 170 亿美元、收入增长 25% 的公司的估值是多少？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软 (MSFT)、Salesforce.com (CRM) 和 Adobe (ADBE) 等主要软件公司目前的销售额增长了 15%-25%，目前的交易额是今年销售额的 11 倍至 19 倍。考虑到在我们的场景中，Palantir 的增长速度确实比这三家公司快一点，我认为 15 倍的销售倍数似乎一点也不离谱。根据 170 亿美元的估计销售额，九年后我们的市值将达到 2550 亿美元，大约是今天 480 亿美元市值的 5.3 倍。然而，这并不意味着 PLTR 的股价将上涨 430%，因为我们还必须考虑该公司的股数，该公司的股数一直在上升，并且可能会继续上升。很难准确预测九年后的股票数量将处于什么位置，因为我们不知道未来基于股票的薪酬的轨迹，而且 PLTR 可能会在未来开始回购股票。如果我们假设股票数量每年增加 1 亿股（根据 YCharts 的数据，去年股票数量增加了 8000 万股），那么到 2030 年，股票数量约为 29 亿股。基于 2550 亿美元的预期市值，这使得我们的股价约为 90 美元，大约是今天的 3.5 倍。换句话说，如果这种情况成真，投资者将获得约 250% 的 9 年回报率，即每年约 15%。例如，这并不像过去九年持有 AMZN (AMZN) 所获得的回报那么出色，但我相信 15% 左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然，有人可能会说这种情况不现实，增长率应该更高或更低，或者2030年的销售倍数应该不同。尽管如此，我相信这是一个坚实的基本情况<i>可能</i>考虑到 Palantir Technologies 在许多不同行业的巨大潜力，请采取保守的立场。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR 股票：现在是买入还是卖出的好时机？</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要涵盖的股票和我主要投资的股票相比，Palantir 是一只非常不同的股票。按当前价格计算，PLTR 乍一看相当昂贵，交易价格约为远期市盈率的 150 倍。然而，该公司提供了巨大的增长潜力、有吸引力的基本面，并且拥有巨大的护城河，一旦 PLTR 获得 IL-6 国防部批准，该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir 不是一只低风险股票，因为该公司与其他以高估值交易的高增长股票一样，容易受到利率变动的影响。最重要的是，盈利能力尚未得到持久证明，我们也不知道基于股票的薪酬支出的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此，我相信 Palantir 是一家高增长公司，从长远来看可以提供两位数的总回报，并且由于其庞大且快速增长的潜在市场和宽阔的护城河，我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然，Palantir Technologies 是否适合您的投资组合取决于您的个人目标和风险承受能力，但如果看到 PLTR 在本十年末至少增长两倍，我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入流吗？</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the&nbsp;Cash Flow Kingdom Income Portfolio&nbsp;is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收入投资组合的主要目标是产生7%-10%范围内的整体收益率。我们通过结合几种不同的收入流来形成有吸引力的、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动，但收入流保持一致。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</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\">2021-10-23 09:50</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>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li>  <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li>  <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>由于合同规模庞大，Palantir 的美国陆军合同对该公司来说是一个巨大的消息。大局也很重要——PLTR 竞争激烈且值得信赖。</li><li>PLTR 是仅有的四家获得 IL-5 国防部认证的公司之一，并正在转向 IL-6，这将进一步增加其护城河。</li><li>就利润而言，该公司似乎很昂贵，但当我们考虑 PLTR 的增长前景时，股票仍然可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies (PLTR) 仍然是一家非常令人兴奋、快速发展的科技公司，继续以昂贵的估值进行交易。最近与美国陆军签订的合同再次表明，其专有解决方案是独一无二的，而且 Palantir Technologies 在政府机构中根深蒂固，这应该使该公司能够在未来多年实现强劲增长。Palantir Technologies 并不是一个低风险的选择，但我确实相信，从长远来看，投资者可以从这只股票中获得可观的收益。</blockquote></p><p> <b>Palantir &amp; US Army Contract</b></p><p><blockquote><b>Palantir 与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth&nbsp;$823 million&nbsp;that will see the company deliver the Army Intelligence data fabric and analytics foundation for the&nbsp;<i>Capability Drop 2</i>&nbsp;(CD-2) program.</p><p><blockquote>10 月初，Palantir Technologies 宣布被美国陆军选中，签订一份价值 8.23 亿美元的合同，该公司将为美国陆军提供陆军情报数据结构和分析基础。<i>能力下降2</i>(CD-2)方案。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst&nbsp;noted&nbsp;that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前每年产生约15亿美元收入的公司来说，一份8亿多美元的合同当然是巨大的，但应该注意的是，这份合同不会让Palantir在短时间内获得所有收入。最重要的是，不一定所有的收入都会流向Palantir Technologies，因为其他供应商，例如硬件供应商，也可能从合同中分得一部分份额。一位更为悲观的分析师指出，政府已要求在 2022 财年为该合同拨款约 1 亿美元，这表明 Palantir 需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此，我认为这份合同是一个重大的积极因素，原因有几个。首先，美国陆军将合同授予Palantir Technologies的决定表明，Palantir仍然是国防领域技术基础的先驱，尽管一些分析师和评论员认为Palantir的产品/服务非常商品化。如果是这样的话，合同可能会授予另一家以较低价格销售其服务和产品的公司——请记住，Palantir 要求全公司毛利率超过 70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单一合同也表明，官员们认为 Palantir 有能力交付大规模合同，尽管就收入和雇主而言，Palantir Technologies 目前并不是一家非常大的公司。官员们似乎相信 Palantir 能够很好地执行这些合同，这反过来又表明 Palantir 未来应该有很好的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies 是仅有的四家获得国防部 5 级 (IL-5) SaaS 批准的公司之一，这一事实也表明了 Palantir 在国防领域相对于潜在竞争对手的强势地位：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就给了 Palantir 相对于未获得如此关键服务批准的竞争对手的主要优势。一旦 Palantir 获得 IL-6 批准（届时该公司还可以处理国防部机密信息），Palantir 相对于竞争对手的护城河应该会进一步扩大。Palantir 管理层相信，这将在可预见的未来发生，并且 Palantir 可能会成为第一家获得 IL-6 整体批准的公司。未来几年，国防市场可能是 Palantir Technologies 的巨大市场机会：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：nscai.gov（报告全文第67页）</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&amp;D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测，到2030年，人工智能R&amp;D投资将增长到接近800亿美元。Palantir Technologies将无法解决所有这些市场，因为这包括硬件、实施等。，但即使是几个百分点的市场份额也会变成每年10多亿美元的业务。考虑到国防只是 Palantir Technologies 能够解决的众多市场之一，这似乎非常令人鼓舞 - 特别是当我们考虑到 Palantir 今年在该公司活跃的所有市场的收入约为 15 亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US&nbsp;Space Force.</p><p><blockquote>由于与军事客户的其他合同，Palantir Technologies 已经证明美国陆军合同并不是一个例外。相反，Palantir 似乎与国防客户合作良好，这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR 库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir 的管理层相信，该公司有一天将成为世界上最重要的软件公司，尽管我认为这还远不能保证，但我确实相信 Palantir 在未来许多年里具有巨大的增长潜力。它的解决方案可能会对商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系（如上所述）、良好的业绩记录和强大的人才（这就是为什么基于股票的薪酬如此之高，因为这种人才是昂贵的），Palantir 应该能够在整个 2020 年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with&nbsp;analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为 2024 年收入将达到 40 亿美元左右，这与分析师的预期非常一致。在作为一家上市公司的四个季度中，Palantir 在两条线上都四次超出了分析师的预期，因此该公司正在建立一个非常清晰的业绩超出预期的记录。当然，不能保证未来也会发生这种情况，但我确实相信 Palantir 很有可能在 2024 年产生超过 40 亿美元的收入。让我们仍然采用 40 亿美元的估计，并假设未来三年收入增长 30%，2028 年至 2030 年间增长 25%。如果发生这种情况，那么 Palantir 将在 2030 年产生 170 亿美元的收入，这将在 9 年内增长约 11 倍。一家年销售额为 170 亿美元、收入增长 25% 的公司的估值是多少？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软 (MSFT)、Salesforce.com (CRM) 和 Adobe (ADBE) 等主要软件公司目前的销售额增长了 15%-25%，目前的交易额是今年销售额的 11 倍至 19 倍。考虑到在我们的场景中，Palantir 的增长速度确实比这三家公司快一点，我认为 15 倍的销售倍数似乎一点也不离谱。根据 170 亿美元的估计销售额，九年后我们的市值将达到 2550 亿美元，大约是今天 480 亿美元市值的 5.3 倍。然而，这并不意味着 PLTR 的股价将上涨 430%，因为我们还必须考虑该公司的股数，该公司的股数一直在上升，并且可能会继续上升。很难准确预测九年后的股票数量将处于什么位置，因为我们不知道未来基于股票的薪酬的轨迹，而且 PLTR 可能会在未来开始回购股票。如果我们假设股票数量每年增加 1 亿股（根据 YCharts 的数据，去年股票数量增加了 8000 万股），那么到 2030 年，股票数量约为 29 亿股。基于 2550 亿美元的预期市值，这使得我们的股价约为 90 美元，大约是今天的 3.5 倍。换句话说，如果这种情况成真，投资者将获得约 250% 的 9 年回报率，即每年约 15%。例如，这并不像过去九年持有 AMZN (AMZN) 所获得的回报那么出色，但我相信 15% 左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然，有人可能会说这种情况不现实，增长率应该更高或更低，或者2030年的销售倍数应该不同。尽管如此，我相信这是一个坚实的基本情况<i>可能</i>考虑到 Palantir Technologies 在许多不同行业的巨大潜力，请采取保守的立场。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR 股票：现在是买入还是卖出的好时机？</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要涵盖的股票和我主要投资的股票相比，Palantir 是一只非常不同的股票。按当前价格计算，PLTR 乍一看相当昂贵，交易价格约为远期市盈率的 150 倍。然而，该公司提供了巨大的增长潜力、有吸引力的基本面，并且拥有巨大的护城河，一旦 PLTR 获得 IL-6 国防部批准，该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir 不是一只低风险股票，因为该公司与其他以高估值交易的高增长股票一样，容易受到利率变动的影响。最重要的是，盈利能力尚未得到持久证明，我们也不知道基于股票的薪酬支出的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此，我相信 Palantir 是一家高增长公司，从长远来看可以提供两位数的总回报，并且由于其庞大且快速增长的潜在市场和宽阔的护城河，我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然，Palantir Technologies 是否适合您的投资组合取决于您的个人目标和风险承受能力，但如果看到 PLTR 在本十年末至少增长两倍，我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入流吗？</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the&nbsp;Cash Flow Kingdom Income Portfolio&nbsp;is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收入投资组合的主要目标是产生7%-10%范围内的整体收益率。我们通过结合几种不同的收入流来形成有吸引力的、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动，但收入流保持一致。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177255738","content_text":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.\nThe company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.\n\nScott Olson/Getty Images News\nArticle Thesis\nPalantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.\nPalantir & US Army Contract\nIn early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.\nFor a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.\nStill, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.\nThe contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.\nPalantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:\nSource: Palantir\nThis alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:\nSource: nscai.gov (page 67 of full report)\nThe National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.\nPalantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.\nPLTR Stock Forecast\nPalantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.\nManagement believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?\nData by YCharts\nMajor software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.\nOne can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario thatmightbe on the conservative side, considering Palantir Technologies' large potential across many different industries.\nPLTR Stock: Is Now A Good Time To Buy Or Sell?\nPalantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.\nPalantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.\nNevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.\nIs This an Income Stream Which Induces Fear?\n\nThe primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851718841,"gmtCreate":1634944543632,"gmtModify":1634944546760,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"Yes,love Unity","listText":"Yes,love Unity","text":"Yes,love Unity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/851718841","repostId":"1152751148","repostType":4,"repost":{"id":"1152751148","kind":"news","pubTimestamp":1634882431,"share":"https://www.laohunote.com/m/news/1152751148?lang=zh_CN&edition=full","pubTime":"2021-10-22 14:00","market":"us","language":"en","title":"3 Top Cathie Wood Stocks to Buy Right Now<blockquote>立即购买的 3 只顶级 Cathie Wood 股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152751148","media":"Motley Fool","summary":"She's one of the top investment managers today, and she makes it easy to follow her lead.","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Unity Software benefits from the growing demand for interactive content.</li>  <li>Tesla is the world's premiere electric vehicle maker, and should retain that position for years to come.</li>  <li>Sea Limited is expanding rapidly in three lucrative business segments: digital entertainment, e-commerce, and fintech.</li> </ul> </p><p><blockquote><ul><li>Unity软件受益于对交互式内容不断增长的需求。</li><li>特斯拉是全球领先的电动汽车制造商，并应在未来几年保持这一地位。</li><li>Sea Limited 正在三个利润丰厚的业务部门快速扩张：数字娱乐、电子商务和金融科技。</li></ul></blockquote></p><p> Although the once white-hot returns of investing guru Cathie Wood's Ark Investment exchange-traded funds have cooled off considerably in 2021, she remains a fairly sharp prognosticator.</p><p><blockquote>尽管投资大师凯西·伍德 (Cathie Wood) 的方舟投资交易所交易基金曾经炙手可热的回报在 2021 年大幅降温，但她仍然是一位相当敏锐的预测者。</blockquote></p><p> That's why it's still worth investors' time to watch which stocks she's adding to her ETFs' portfolios. At various times, she has picked up&nbsp;<b>Sea Limited</b>,<b>Unity Software</b>, and&nbsp;<b>Tesla</b>&nbsp;-- and according to three of our Motley Fool contributors, you might want to follow her lead and buy those stocks yourself right now.</p><p><blockquote>这就是为什么投资者仍然值得花时间关注她将哪些股票添加到她的 ETF 投资组合中。在不同的时候，她拿起<b>海有限公司</b>,<b>Unity软件</b>，和<b>特斯拉</b>-- 根据我们的三位 Motley Fool 撰稿人的说法，您可能想效仿她的做法，现在就自己购买这些股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1954e49a58d74b9f1238238fb60b672\" tg-width=\"2000\" tg-height=\"1053\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>A potentially huge wave that's yet to crest</b></p><p><blockquote><b>尚未达到顶峰的潜在巨浪</b></blockquote></p><p> <b>Eric Volkman&nbsp;(Sea Limited):</b>Budding tech conglomerate Sea Limited is well-positioned to be a powerhouse, as it has not one, not two, but a trio of fast-growing business segments.</p><p><blockquote><b>Eric Volkman（Sea Limited）：</b>崭露头角的科技企业集团 Sea Limited 完全有能力成为一家巨头，因为它拥有三个快速增长的业务部门，而不是一个，不是两个，而是三个。</blockquote></p><p> Each of the three is in a red-hot area of the tech sector. The Singapore-based company's digital entertainment wing, Garena, is anchored by the video game&nbsp;<i>Free Fire --</i>a monster hit in Asia. In&nbsp;the second quarter, active players of its titles grew by 45% year over year to a massive 725 million souls, and more people are paying for in-game goodies to give themselves a competitive edge -- the number of quarterly paying users advanced at an even faster 85% pace to over 92 million.</p><p><blockquote>这三家公司都处于科技行业的热门领域。这家总部位于新加坡的公司的数字娱乐部门 Garena 以视频游戏为支柱<i>自由射击--</i>亚洲大受欢迎。第二季度，其游戏的活跃玩家同比增长 45%，达到 7.25 亿，越来越多的人为游戏内商品付费，以获得竞争优势——季度付费用户数量以更快的速度增长 85%，超过 9200 万。</blockquote></p><p> Where users go, the money follows. Sea's total revenue for digital entertainment was just under $1 billion in Q2 alone, a mighty 167% higher than in the same quarter last year. That was on the back of total bookings that rose by 65% to $1.2 billion.</p><p><blockquote>用户去哪里，钱就跟着去哪里。仅第二季度，Sea 的数字娱乐总收入就略低于 10 亿美元，比去年同期高出 167%。这是因为总预订量增长了 65%，达到 12 亿美元。</blockquote></p><p> Sea also has Shopee, a thriving e-commerce operation. On the back of the Shopee app, which the company says is the No. 1 retail app in Southeast Asia, revenue is pouring in for this business. It drew $1.2 billion during the quarter, up a whopping 161% year over year, with gross merchandise value clocking in 88% higher at $15 billion.</p><p><blockquote>Sea 还拥有蓬勃发展的电子商务业务 Shopee。该公司称 Shopee 应用程序是东南亚排名第一的零售应用程序，其背后的收入正在涌入这项业务。该公司本季度吸引了 12 亿美元，同比增长 161%，商品总价值增长 88%，达到 150 亿美元。</blockquote></p><p> Both business segments should continue to do gangbusters business. When it delivered its Q2 report, the company raised its full-year guidance for both segments; it's anticipating 44% growth over 2020 for digital entertainment, and nearly 122% for e-commerce.</p><p><blockquote>两个业务部门都应该继续做黑帮杀手业务。在发布第二季度报告时，该公司提高了这两个细分市场的全年指引；预计2020年数字娱乐将增长44%，电子商务将增长近122%。</blockquote></p><p> At the moment, the third leg of the business, a digital&nbsp;financial services&nbsp;arm SeaMoney, is a relative blip in terms of standalone revenue. However, the company said the unit's total payment volume in Q2 was over $4.1 billion, a nearly 150% year-over-year rise. We can imagine that number will grow considerably given how SeaMoney is integrated with Garena and Shopee.</p><p><blockquote>目前，该业务的第三部分，即数字金融服务部门 SeaMoney，在独立收入方面相对短暂。不过，该公司表示，该部门第二季度的总支付额超过41亿美元，同比增长近150%。我们可以想象，鉴于 SeaMoney 与 Garena 和 Shopee 的整合方式，这个数字将会大幅增长。</blockquote></p><p> Sea isn't yet profitable. In fact, its net loss deepened in Q2 to more than $433 million. However, like many of the best tech companies did at similar life stages, it's spending money to make money -- basically sacrificing near-term profitability for longer-term growth. Since its growth rates are robust and highly impressive, this feels like a smart strategy that will pay off in the coming years.</p><p><blockquote>Sea 尚未盈利。事实上，其第二季度净亏损加深至超过 4.33 亿美元。然而，就像许多最好的科技公司在类似的人生阶段所做的那样，它是花钱赚钱——基本上是为了长期增长而牺牲近期盈利能力。由于其增长率强劲且令人印象深刻，这感觉像是一个明智的策略，将在未来几年获得回报。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c2a10448e78dc6c3698efbc6b3efcf0\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Capitalize on this massive digital media trend</b></p><p><blockquote><b>利用这一巨大的数字媒体趋势</b></blockquote></p><p> <b>Keith Noonan(Unity Software):</b>Video games stand above pretty much every other entertainment medium when it comes to engagement. In an era where the \"attention economy\" has never been more important, and keeping audiences captivated opens up cross-platform opportunities and synergies, it's no stretch to say that the future of entertainment is interactive.</p><p><blockquote><b>基思·努南（Unity Software）：</b>就参与度而言，视频游戏几乎高于所有其他娱乐媒体。在这个“注意力经济”从未如此重要的时代，让观众着迷可以打开跨平台的机会和协同效应，可以毫不夸张地说，娱乐的未来是互动的。</blockquote></p><p> Unity Software is best known as a company that provides a development engine for building&nbsp;video games. In addition to its core engine, Unity also provides pre-made assets that developers can plug into their creations. The company's software can also be used to create experiences outside of the traditional gaming space.</p><p><blockquote>Unity Software最出名的是一家为构建视频游戏提供开发引擎的公司。除了其核心引擎，Unity还提供预制资产，开发人员可以将其插入到他们的创作中。该公司的软件还可以用来创造传统游戏领域之外的体验。</blockquote></p><p></p><p> There's a good chance that tech trends including augmented reality (AR) and virtual reality (VR) will make digital browsing and shopping more interactive and game-like, and Unity will pave the way. Let's say a clothing company wants to launch a shopping experience tailored for an AR or VR interface. They could spend the time and money building their software from the ground up and wind up with highly customized code. Or, they could take what would likely be a much more cost-effective route and opt to use Unity's flexible engine and assets.</p><p><blockquote>包括增强现实（AR）和虚拟现实（VR）在内的技术趋势很有可能使数字浏览和购物更具互动性和游戏性，而Unity将铺平道路。假设一家服装公司想要推出专为AR或VR界面量身定制的购物体验。他们可以花费时间和金钱从头开始构建他们的软件，最终得到高度定制的代码。或者，他们可以选择一条可能更具成本效益的路线，选择使用 Unity 灵活的引擎和资产。</blockquote></p><p> Opting for existing development engines or platforms will be an easy choice for most businesses looking to create digital experiences, and Cathie Wood is betting big on the future of Unity. The software company currently stands as the fourth-largest stock holding across her ARK Invest funds, and the business is showing impressive momentum. Revenue surged by 48% year over year last quarter, and investors can look forward to more big growth.</p><p><blockquote>对于大多数希望创造数字体验的企业来说，选择现有的开发引擎或平台将是一个简单的选择，Cathie Wood正在押注Unity的未来。这家软件公司目前是其方舟投资基金中持有的第四大股票，该业务正显示出令人印象深刻的势头。上季度收入同比激增48%，投资者可以期待更大的增长。</blockquote></p><p> With the company sporting a market capitalization of roughly $41 billion and valued at approximately 39 times this year's expected earnings, the market has already priced in some strong performance, but the stock could go on to be a big winner for patient investors.&nbsp;Unity Software stands out as a great pick-and-shovel play for benefiting from the ongoing growth of interactive content and experiences.</p><p><blockquote>该公司的市值约为 410 亿美元，估值约为今年预期收益的 39 倍，市场已经对其强劲表现进行了定价，但对于耐心的投资者来说，该股可能会继续成为大赢家。Unity Software 从互动内容和体验的持续增长中获益，是一个很好的选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bf2292f58edc06f32e78988dbf0240b\" tg-width=\"2000\" tg-height=\"1250\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: TESLA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：特斯拉。</span></p></blockquote></p><p> <b>Winners tend to win, so let them run</b></p><p><blockquote><b>胜利者往往会赢，所以让他们跑吧</b></blockquote></p><p> <b>Rich Duprey(Tesla):</b>When Cathie Wood unloaded $600 million worth of Tesla stock last month, she violated the&nbsp;No. 1 investing principle&nbsp;of Motley Fool co-founder David Gardner: Let your winners run. High.</p><p><blockquote><b>里奇·杜普雷（特斯拉）：</b>当凯茜·伍德上个月卸载价值 6 亿美元的特斯拉股票时，她违反了第 1 号规定。Motley Fool 联合创始人 David Gardner 的 1 投资原则：让你的赢家奔跑。高的。</blockquote></p><p> Perhaps because the&nbsp;electric car maker&nbsp;is still Ark Invest's largest holding, representing 7% of its combined ETF portfolios, she might have decided to take some of the profits she earned from that position and use them to bolster her stakes in underperforming stocks like&nbsp;<b>Coinbase</b>&nbsp;and&nbsp;<b>Robinhood</b>. That was probably a mistake.</p><p><blockquote>也许是因为这家电动汽车制造商仍然是 Ark Invest 最大的持股，占其合并 ETF 投资组合的 7%，她可能决定从该头寸中获得的部分利润，并用它们来增持表现不佳的股票，例如<b>比特币基地</b>和<b>罗宾汉</b>.那可能是个错误。</blockquote></p><p> She took money from a winning play to dump it into laggards. That violates Gardner's No. 2 rule, which is to add to your winners, not your losers. And Tesla is definitely winning.</p><p><blockquote>她从一场获胜的戏剧中拿走了钱，把它扔给了落后者。这违反了加德纳的第二条规则，即增加你的赢家，而不是输家。特斯拉肯定会赢。</blockquote></p><p> It is, of course, the biggest-selling EV maker in the U.S. with 241,000 deliveries in the third quarter, though it says that's a conservative figure because a vehicle is only counted by that metric if it has been transferred to the customer and all the paperwork is correct.</p><p><blockquote>当然，它是美国销量最大的电动汽车制造商，第三季度交付量为 241,000 辆，尽管它表示这是一个保守的数字，因为只有在车辆已转让给客户并且所有文书工作都是正确的。</blockquote></p><p> With the automotive market in the midst of an EV revolution and Tesla positioned at its head, there's a reason one Wall Street analyst still has a $1,200 price target on its stock, which is currently changing hands in the neighborhood of $866. Sure, some don't think it's worth nearly that much -- the low end of the range is $137, and the average price target is $627.13 -- but the opportunity for Tesla to see sustained demand for its vehicles and to be able to meet it, particularly with the new factory it recently completed in Berlin, is high.</p><p><blockquote>随着汽车市场正处于电动汽车革命之中，特斯拉处于领先地位，一位华尔街分析师仍然将其股票的目标价定为 1,200 美元是有原因的，该股目前正在 866 美元左右易手。当然，有些人认为它的价值不高——该系列的低端为 137 美元，平均目标价为 627.13 美元——但特斯拉有机会看到对其汽车的持续需求并能够满足它，特别是最近在柏林竣工的新工厂，价格很高。</blockquote></p><p> Major legacy automakers are ramping up their own production of electric models, and some, such as&nbsp;<b>General Motors</b>, are making claims that 100% of their fleets will be all-electric by the mid-2030s, but none are close to matching Tesla at the moment.<b>Ford</b>&nbsp;was the&nbsp;second-biggest EV seller&nbsp;in the third quarter, but that was by dint of its having sold almost 19,000 Mustang Mach-Es. It's still far behind Tesla.</p><p><blockquote>主要传统汽车制造商正在增加自己的电动车型生产，其中一些，例如<b>通用汽车</b>声称到 2030 年代中期，他们的车队 100% 将实现全电动化，但目前没有一辆接近与特斯拉相媲美。<b>福特</b>是第三季度第二大电动汽车销售商，但这仅仅是因为它售出了近 19,000 辆野马 Mach-E。它仍然远远落后于特斯拉。</blockquote></p><p> Still, Wood is sitting on some nice returns from her investments in Tesla, with various tranches ranging in price from $256 per share to $326 per share. Considering where the EV leader trades now, she's made some decent profits, but there's likely more where that came from, even for investors buying in today.</p><p><blockquote>尽管如此，伍德在特斯拉的投资还是获得了一些不错的回报，各种股票价格从每股 256 美元到每股 326 美元不等。考虑到这家电动汽车领导者现在的交易情况，她已经获得了一些可观的利润，但即使对于今天买入的投资者来说，利润可能还有更多。</blockquote></p><p> Although Tesla's stock doesn't look cheap, its preeminent position makes it worth the premium.</p><p><blockquote>尽管特斯拉的股票看起来并不便宜，但其卓越的地位使其值得溢价。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Cathie Wood Stocks to Buy Right Now<blockquote>立即购买的 3 只顶级 Cathie Wood 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\">\n3 Top Cathie Wood Stocks to Buy Right Now<blockquote>立即购买的 3 只顶级 Cathie Wood 股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-10-22 14:00</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>Unity Software benefits from the growing demand for interactive content.</li>  <li>Tesla is the world's premiere electric vehicle maker, and should retain that position for years to come.</li>  <li>Sea Limited is expanding rapidly in three lucrative business segments: digital entertainment, e-commerce, and fintech.</li> </ul> </p><p><blockquote><ul><li>Unity软件受益于对交互式内容不断增长的需求。</li><li>特斯拉是全球领先的电动汽车制造商，并应在未来几年保持这一地位。</li><li>Sea Limited 正在三个利润丰厚的业务部门快速扩张：数字娱乐、电子商务和金融科技。</li></ul></blockquote></p><p> Although the once white-hot returns of investing guru Cathie Wood's Ark Investment exchange-traded funds have cooled off considerably in 2021, she remains a fairly sharp prognosticator.</p><p><blockquote>尽管投资大师凯西·伍德 (Cathie Wood) 的方舟投资交易所交易基金曾经炙手可热的回报在 2021 年大幅降温，但她仍然是一位相当敏锐的预测者。</blockquote></p><p> That's why it's still worth investors' time to watch which stocks she's adding to her ETFs' portfolios. At various times, she has picked up&nbsp;<b>Sea Limited</b>,<b>Unity Software</b>, and&nbsp;<b>Tesla</b>&nbsp;-- and according to three of our Motley Fool contributors, you might want to follow her lead and buy those stocks yourself right now.</p><p><blockquote>这就是为什么投资者仍然值得花时间关注她将哪些股票添加到她的 ETF 投资组合中。在不同的时候，她拿起<b>海有限公司</b>,<b>Unity软件</b>，和<b>特斯拉</b>-- 根据我们的三位 Motley Fool 撰稿人的说法，您可能想效仿她的做法，现在就自己购买这些股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1954e49a58d74b9f1238238fb60b672\" tg-width=\"2000\" tg-height=\"1053\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>A potentially huge wave that's yet to crest</b></p><p><blockquote><b>尚未达到顶峰的潜在巨浪</b></blockquote></p><p> <b>Eric Volkman&nbsp;(Sea Limited):</b>Budding tech conglomerate Sea Limited is well-positioned to be a powerhouse, as it has not one, not two, but a trio of fast-growing business segments.</p><p><blockquote><b>Eric Volkman（Sea Limited）：</b>崭露头角的科技企业集团 Sea Limited 完全有能力成为一家巨头，因为它拥有三个快速增长的业务部门，而不是一个，不是两个，而是三个。</blockquote></p><p> Each of the three is in a red-hot area of the tech sector. The Singapore-based company's digital entertainment wing, Garena, is anchored by the video game&nbsp;<i>Free Fire --</i>a monster hit in Asia. In&nbsp;the second quarter, active players of its titles grew by 45% year over year to a massive 725 million souls, and more people are paying for in-game goodies to give themselves a competitive edge -- the number of quarterly paying users advanced at an even faster 85% pace to over 92 million.</p><p><blockquote>这三家公司都处于科技行业的热门领域。这家总部位于新加坡的公司的数字娱乐部门 Garena 以视频游戏为支柱<i>自由射击--</i>亚洲大受欢迎。第二季度，其游戏的活跃玩家同比增长 45%，达到 7.25 亿，越来越多的人为游戏内商品付费，以获得竞争优势——季度付费用户数量以更快的速度增长 85%，超过 9200 万。</blockquote></p><p> Where users go, the money follows. Sea's total revenue for digital entertainment was just under $1 billion in Q2 alone, a mighty 167% higher than in the same quarter last year. That was on the back of total bookings that rose by 65% to $1.2 billion.</p><p><blockquote>用户去哪里，钱就跟着去哪里。仅第二季度，Sea 的数字娱乐总收入就略低于 10 亿美元，比去年同期高出 167%。这是因为总预订量增长了 65%，达到 12 亿美元。</blockquote></p><p> Sea also has Shopee, a thriving e-commerce operation. On the back of the Shopee app, which the company says is the No. 1 retail app in Southeast Asia, revenue is pouring in for this business. It drew $1.2 billion during the quarter, up a whopping 161% year over year, with gross merchandise value clocking in 88% higher at $15 billion.</p><p><blockquote>Sea 还拥有蓬勃发展的电子商务业务 Shopee。该公司称 Shopee 应用程序是东南亚排名第一的零售应用程序，其背后的收入正在涌入这项业务。该公司本季度吸引了 12 亿美元，同比增长 161%，商品总价值增长 88%，达到 150 亿美元。</blockquote></p><p> Both business segments should continue to do gangbusters business. When it delivered its Q2 report, the company raised its full-year guidance for both segments; it's anticipating 44% growth over 2020 for digital entertainment, and nearly 122% for e-commerce.</p><p><blockquote>两个业务部门都应该继续做黑帮杀手业务。在发布第二季度报告时，该公司提高了这两个细分市场的全年指引；预计2020年数字娱乐将增长44%，电子商务将增长近122%。</blockquote></p><p> At the moment, the third leg of the business, a digital&nbsp;financial services&nbsp;arm SeaMoney, is a relative blip in terms of standalone revenue. However, the company said the unit's total payment volume in Q2 was over $4.1 billion, a nearly 150% year-over-year rise. We can imagine that number will grow considerably given how SeaMoney is integrated with Garena and Shopee.</p><p><blockquote>目前，该业务的第三部分，即数字金融服务部门 SeaMoney，在独立收入方面相对短暂。不过，该公司表示，该部门第二季度的总支付额超过41亿美元，同比增长近150%。我们可以想象，鉴于 SeaMoney 与 Garena 和 Shopee 的整合方式，这个数字将会大幅增长。</blockquote></p><p> Sea isn't yet profitable. In fact, its net loss deepened in Q2 to more than $433 million. However, like many of the best tech companies did at similar life stages, it's spending money to make money -- basically sacrificing near-term profitability for longer-term growth. Since its growth rates are robust and highly impressive, this feels like a smart strategy that will pay off in the coming years.</p><p><blockquote>Sea 尚未盈利。事实上，其第二季度净亏损加深至超过 4.33 亿美元。然而，就像许多最好的科技公司在类似的人生阶段所做的那样，它是花钱赚钱——基本上是为了长期增长而牺牲近期盈利能力。由于其增长率强劲且令人印象深刻，这感觉像是一个明智的策略，将在未来几年获得回报。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c2a10448e78dc6c3698efbc6b3efcf0\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Capitalize on this massive digital media trend</b></p><p><blockquote><b>利用这一巨大的数字媒体趋势</b></blockquote></p><p> <b>Keith Noonan(Unity Software):</b>Video games stand above pretty much every other entertainment medium when it comes to engagement. In an era where the \"attention economy\" has never been more important, and keeping audiences captivated opens up cross-platform opportunities and synergies, it's no stretch to say that the future of entertainment is interactive.</p><p><blockquote><b>基思·努南（Unity Software）：</b>就参与度而言，视频游戏几乎高于所有其他娱乐媒体。在这个“注意力经济”从未如此重要的时代，让观众着迷可以打开跨平台的机会和协同效应，可以毫不夸张地说，娱乐的未来是互动的。</blockquote></p><p> Unity Software is best known as a company that provides a development engine for building&nbsp;video games. In addition to its core engine, Unity also provides pre-made assets that developers can plug into their creations. The company's software can also be used to create experiences outside of the traditional gaming space.</p><p><blockquote>Unity Software最出名的是一家为构建视频游戏提供开发引擎的公司。除了其核心引擎，Unity还提供预制资产，开发人员可以将其插入到他们的创作中。该公司的软件还可以用来创造传统游戏领域之外的体验。</blockquote></p><p></p><p> There's a good chance that tech trends including augmented reality (AR) and virtual reality (VR) will make digital browsing and shopping more interactive and game-like, and Unity will pave the way. Let's say a clothing company wants to launch a shopping experience tailored for an AR or VR interface. They could spend the time and money building their software from the ground up and wind up with highly customized code. Or, they could take what would likely be a much more cost-effective route and opt to use Unity's flexible engine and assets.</p><p><blockquote>包括增强现实（AR）和虚拟现实（VR）在内的技术趋势很有可能使数字浏览和购物更具互动性和游戏性，而Unity将铺平道路。假设一家服装公司想要推出专为AR或VR界面量身定制的购物体验。他们可以花费时间和金钱从头开始构建他们的软件，最终得到高度定制的代码。或者，他们可以选择一条可能更具成本效益的路线，选择使用 Unity 灵活的引擎和资产。</blockquote></p><p> Opting for existing development engines or platforms will be an easy choice for most businesses looking to create digital experiences, and Cathie Wood is betting big on the future of Unity. The software company currently stands as the fourth-largest stock holding across her ARK Invest funds, and the business is showing impressive momentum. Revenue surged by 48% year over year last quarter, and investors can look forward to more big growth.</p><p><blockquote>对于大多数希望创造数字体验的企业来说，选择现有的开发引擎或平台将是一个简单的选择，Cathie Wood正在押注Unity的未来。这家软件公司目前是其方舟投资基金中持有的第四大股票，该业务正显示出令人印象深刻的势头。上季度收入同比激增48%，投资者可以期待更大的增长。</blockquote></p><p> With the company sporting a market capitalization of roughly $41 billion and valued at approximately 39 times this year's expected earnings, the market has already priced in some strong performance, but the stock could go on to be a big winner for patient investors.&nbsp;Unity Software stands out as a great pick-and-shovel play for benefiting from the ongoing growth of interactive content and experiences.</p><p><blockquote>该公司的市值约为 410 亿美元，估值约为今年预期收益的 39 倍，市场已经对其强劲表现进行了定价，但对于耐心的投资者来说，该股可能会继续成为大赢家。Unity Software 从互动内容和体验的持续增长中获益，是一个很好的选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bf2292f58edc06f32e78988dbf0240b\" tg-width=\"2000\" tg-height=\"1250\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: TESLA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：特斯拉。</span></p></blockquote></p><p> <b>Winners tend to win, so let them run</b></p><p><blockquote><b>胜利者往往会赢，所以让他们跑吧</b></blockquote></p><p> <b>Rich Duprey(Tesla):</b>When Cathie Wood unloaded $600 million worth of Tesla stock last month, she violated the&nbsp;No. 1 investing principle&nbsp;of Motley Fool co-founder David Gardner: Let your winners run. High.</p><p><blockquote><b>里奇·杜普雷（特斯拉）：</b>当凯茜·伍德上个月卸载价值 6 亿美元的特斯拉股票时，她违反了第 1 号规定。Motley Fool 联合创始人 David Gardner 的 1 投资原则：让你的赢家奔跑。高的。</blockquote></p><p> Perhaps because the&nbsp;electric car maker&nbsp;is still Ark Invest's largest holding, representing 7% of its combined ETF portfolios, she might have decided to take some of the profits she earned from that position and use them to bolster her stakes in underperforming stocks like&nbsp;<b>Coinbase</b>&nbsp;and&nbsp;<b>Robinhood</b>. That was probably a mistake.</p><p><blockquote>也许是因为这家电动汽车制造商仍然是 Ark Invest 最大的持股，占其合并 ETF 投资组合的 7%，她可能决定从该头寸中获得的部分利润，并用它们来增持表现不佳的股票，例如<b>比特币基地</b>和<b>罗宾汉</b>.那可能是个错误。</blockquote></p><p> She took money from a winning play to dump it into laggards. That violates Gardner's No. 2 rule, which is to add to your winners, not your losers. And Tesla is definitely winning.</p><p><blockquote>她从一场获胜的戏剧中拿走了钱，把它扔给了落后者。这违反了加德纳的第二条规则，即增加你的赢家，而不是输家。特斯拉肯定会赢。</blockquote></p><p> It is, of course, the biggest-selling EV maker in the U.S. with 241,000 deliveries in the third quarter, though it says that's a conservative figure because a vehicle is only counted by that metric if it has been transferred to the customer and all the paperwork is correct.</p><p><blockquote>当然，它是美国销量最大的电动汽车制造商，第三季度交付量为 241,000 辆，尽管它表示这是一个保守的数字，因为只有在车辆已转让给客户并且所有文书工作都是正确的。</blockquote></p><p> With the automotive market in the midst of an EV revolution and Tesla positioned at its head, there's a reason one Wall Street analyst still has a $1,200 price target on its stock, which is currently changing hands in the neighborhood of $866. Sure, some don't think it's worth nearly that much -- the low end of the range is $137, and the average price target is $627.13 -- but the opportunity for Tesla to see sustained demand for its vehicles and to be able to meet it, particularly with the new factory it recently completed in Berlin, is high.</p><p><blockquote>随着汽车市场正处于电动汽车革命之中，特斯拉处于领先地位，一位华尔街分析师仍然将其股票的目标价定为 1,200 美元是有原因的，该股目前正在 866 美元左右易手。当然，有些人认为它的价值不高——该系列的低端为 137 美元，平均目标价为 627.13 美元——但特斯拉有机会看到对其汽车的持续需求并能够满足它，特别是最近在柏林竣工的新工厂，价格很高。</blockquote></p><p> Major legacy automakers are ramping up their own production of electric models, and some, such as&nbsp;<b>General Motors</b>, are making claims that 100% of their fleets will be all-electric by the mid-2030s, but none are close to matching Tesla at the moment.<b>Ford</b>&nbsp;was the&nbsp;second-biggest EV seller&nbsp;in the third quarter, but that was by dint of its having sold almost 19,000 Mustang Mach-Es. It's still far behind Tesla.</p><p><blockquote>主要传统汽车制造商正在增加自己的电动车型生产，其中一些，例如<b>通用汽车</b>声称到 2030 年代中期，他们的车队 100% 将实现全电动化，但目前没有一辆接近与特斯拉相媲美。<b>福特</b>是第三季度第二大电动汽车销售商，但这仅仅是因为它售出了近 19,000 辆野马 Mach-E。它仍然远远落后于特斯拉。</blockquote></p><p> Still, Wood is sitting on some nice returns from her investments in Tesla, with various tranches ranging in price from $256 per share to $326 per share. Considering where the EV leader trades now, she's made some decent profits, but there's likely more where that came from, even for investors buying in today.</p><p><blockquote>尽管如此，伍德在特斯拉的投资还是获得了一些不错的回报，各种股票价格从每股 256 美元到每股 326 美元不等。考虑到这家电动汽车领导者现在的交易情况，她已经获得了一些可观的利润，但即使对于今天买入的投资者来说，利润可能还有更多。</blockquote></p><p> Although Tesla's stock doesn't look cheap, its preeminent position makes it worth the premium.</p><p><blockquote>尽管特斯拉的股票看起来并不便宜，但其卓越的地位使其值得溢价。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/10/21/3-top-cathie-wood-stocks-to-buy-right-now/\">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":{"SE":"Sea Ltd","U":"Unity Software Inc.","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/10/21/3-top-cathie-wood-stocks-to-buy-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152751148","content_text":"Key Points\n\nUnity Software benefits from the growing demand for interactive content.\nTesla is the world's premiere electric vehicle maker, and should retain that position for years to come.\nSea Limited is expanding rapidly in three lucrative business segments: digital entertainment, e-commerce, and fintech.\n\n\nAlthough the once white-hot returns of investing guru Cathie Wood's Ark Investment exchange-traded funds have cooled off considerably in 2021, she remains a fairly sharp prognosticator.\nThat's why it's still worth investors' time to watch which stocks she's adding to her ETFs' portfolios. At various times, she has picked up Sea Limited,Unity Software, and Tesla -- and according to three of our Motley Fool contributors, you might want to follow her lead and buy those stocks yourself right now.\nIMAGE SOURCE: GETTY IMAGES.\nA potentially huge wave that's yet to crest\nEric Volkman (Sea Limited):Budding tech conglomerate Sea Limited is well-positioned to be a powerhouse, as it has not one, not two, but a trio of fast-growing business segments.\nEach of the three is in a red-hot area of the tech sector. The Singapore-based company's digital entertainment wing, Garena, is anchored by the video game Free Fire --a monster hit in Asia. In the second quarter, active players of its titles grew by 45% year over year to a massive 725 million souls, and more people are paying for in-game goodies to give themselves a competitive edge -- the number of quarterly paying users advanced at an even faster 85% pace to over 92 million.\nWhere users go, the money follows. Sea's total revenue for digital entertainment was just under $1 billion in Q2 alone, a mighty 167% higher than in the same quarter last year. That was on the back of total bookings that rose by 65% to $1.2 billion.\nSea also has Shopee, a thriving e-commerce operation. On the back of the Shopee app, which the company says is the No. 1 retail app in Southeast Asia, revenue is pouring in for this business. It drew $1.2 billion during the quarter, up a whopping 161% year over year, with gross merchandise value clocking in 88% higher at $15 billion.\nBoth business segments should continue to do gangbusters business. When it delivered its Q2 report, the company raised its full-year guidance for both segments; it's anticipating 44% growth over 2020 for digital entertainment, and nearly 122% for e-commerce.\nAt the moment, the third leg of the business, a digital financial services arm SeaMoney, is a relative blip in terms of standalone revenue. However, the company said the unit's total payment volume in Q2 was over $4.1 billion, a nearly 150% year-over-year rise. We can imagine that number will grow considerably given how SeaMoney is integrated with Garena and Shopee.\nSea isn't yet profitable. In fact, its net loss deepened in Q2 to more than $433 million. However, like many of the best tech companies did at similar life stages, it's spending money to make money -- basically sacrificing near-term profitability for longer-term growth. Since its growth rates are robust and highly impressive, this feels like a smart strategy that will pay off in the coming years.\nIMAGE SOURCE: GETTY IMAGES.\nCapitalize on this massive digital media trend\nKeith Noonan(Unity Software):Video games stand above pretty much every other entertainment medium when it comes to engagement. In an era where the \"attention economy\" has never been more important, and keeping audiences captivated opens up cross-platform opportunities and synergies, it's no stretch to say that the future of entertainment is interactive.\nUnity Software is best known as a company that provides a development engine for building video games. In addition to its core engine, Unity also provides pre-made assets that developers can plug into their creations. The company's software can also be used to create experiences outside of the traditional gaming space.\nThere's a good chance that tech trends including augmented reality (AR) and virtual reality (VR) will make digital browsing and shopping more interactive and game-like, and Unity will pave the way. Let's say a clothing company wants to launch a shopping experience tailored for an AR or VR interface. They could spend the time and money building their software from the ground up and wind up with highly customized code. Or, they could take what would likely be a much more cost-effective route and opt to use Unity's flexible engine and assets.\nOpting for existing development engines or platforms will be an easy choice for most businesses looking to create digital experiences, and Cathie Wood is betting big on the future of Unity. The software company currently stands as the fourth-largest stock holding across her ARK Invest funds, and the business is showing impressive momentum. Revenue surged by 48% year over year last quarter, and investors can look forward to more big growth.\nWith the company sporting a market capitalization of roughly $41 billion and valued at approximately 39 times this year's expected earnings, the market has already priced in some strong performance, but the stock could go on to be a big winner for patient investors. Unity Software stands out as a great pick-and-shovel play for benefiting from the ongoing growth of interactive content and experiences.\nIMAGE SOURCE: TESLA.\nWinners tend to win, so let them run\nRich Duprey(Tesla):When Cathie Wood unloaded $600 million worth of Tesla stock last month, she violated the No. 1 investing principle of Motley Fool co-founder David Gardner: Let your winners run. High.\nPerhaps because the electric car maker is still Ark Invest's largest holding, representing 7% of its combined ETF portfolios, she might have decided to take some of the profits she earned from that position and use them to bolster her stakes in underperforming stocks like Coinbase and Robinhood. That was probably a mistake.\nShe took money from a winning play to dump it into laggards. That violates Gardner's No. 2 rule, which is to add to your winners, not your losers. And Tesla is definitely winning.\nIt is, of course, the biggest-selling EV maker in the U.S. with 241,000 deliveries in the third quarter, though it says that's a conservative figure because a vehicle is only counted by that metric if it has been transferred to the customer and all the paperwork is correct.\nWith the automotive market in the midst of an EV revolution and Tesla positioned at its head, there's a reason one Wall Street analyst still has a $1,200 price target on its stock, which is currently changing hands in the neighborhood of $866. Sure, some don't think it's worth nearly that much -- the low end of the range is $137, and the average price target is $627.13 -- but the opportunity for Tesla to see sustained demand for its vehicles and to be able to meet it, particularly with the new factory it recently completed in Berlin, is high.\nMajor legacy automakers are ramping up their own production of electric models, and some, such as General Motors, are making claims that 100% of their fleets will be all-electric by the mid-2030s, but none are close to matching Tesla at the moment.Ford was the second-biggest EV seller in the third quarter, but that was by dint of its having sold almost 19,000 Mustang Mach-Es. It's still far behind Tesla.\nStill, Wood is sitting on some nice returns from her investments in Tesla, with various tranches ranging in price from $256 per share to $326 per share. Considering where the EV leader trades now, she's made some decent profits, but there's likely more where that came from, even for investors buying in today.\nAlthough Tesla's stock doesn't look cheap, its preeminent position makes it worth the premium.","news_type":1,"symbols_score_info":{"TSLA":0.9,"SE":0.9,"U":0.9}},"isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874900969,"gmtCreate":1637716536363,"gmtModify":1637716537273,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"That’s great news&nbsp;","listText":"That’s great news&nbsp;","text":"That’s great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/874900969","repostId":"1156142897","repostType":4,"repost":{"id":"1156142897","kind":"news","pubTimestamp":1637714969,"share":"https://www.laohunote.com/m/news/1156142897?lang=zh_CN&edition=full","pubTime":"2021-11-24 08:49","market":"us","language":"en","title":"XPeng Earnings Beat Estimates. That Wasn’t the Biggest Surprise.<blockquote>小鹏汽车盈利超出预期。这并不是最大的惊喜。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156142897","media":"Barrons","summary":"Stock in Chinese electric-vehicle maker XPeng rose Tuesday after the company reported better-than-expected third-quarter results. Sales and earnings beats, however, weren’t the only surprise for investors.There was a new word in the company’s earnings release: robotaxis.Gross profit margin from selling cars came in at 13.6%, up from 11% in the second quarter and 3.2% in the third quarter of 2020. Operating profit, however, declined sequentially from the second quarter to the third quarter partly","content":"<p>Stock in Chinese electric-vehicle maker&nbsp;XPeng&nbsp;rose Tuesday after the company reported better-than-expected third-quarter results. Sales and earnings beats, however, weren’t the only surprise for investors.</p><p><blockquote>中国电动汽车制造商小鹏汽车公布好于预期的第三季度业绩后，该公司股价周二上涨。然而，销售额和盈利的增长并不是投资者唯一的惊喜。</blockquote></p><p> There was a new word in the company’s earnings release: robotaxis.</p><p><blockquote>公司财报中出现了一个新词：机器人出租车。</blockquote></p><p> XPeng (ticker: XPEV ) shares rose almost 13% at one point before closing at $51.30, up 8.3%. The&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;were up 0.2% and 0.6%, respectively. The Tuesday rise adds to recent gains for XPeng shareholders. The stock, coming into Tuesday, was up about 21% over the past three months. Growing EV deliveries as well as the successful initial public offering of&nbsp;Rivian Automotive&nbsp;(RIVN) has helped boost most EV maker stocks lately.</p><p><blockquote>小鹏汽车（股票代码：XPEV）股价一度上涨近 13%，收于 51.30 美元，上涨 8.3%。标普500和道琼斯工业平均指数分别上涨0.2%和0.6%。周二的上涨增加了小鹏汽车股东近期的涨幅。截至周二，该股在过去三个月中上涨了约 21%。电动汽车交付量的增长以及Rivian汽车 (RIVN) 的成功首次公开募股最近帮助提振了大多数电动汽车制造商的股票。</blockquote></p><p> XPeng reported a third-quarter loss of 15 cents a share from $888 million in sales. Wall Street was looking for a loss of 18 cents a share and $789 million in sales.</p><p><blockquote>小鹏汽车第三季度销售额为 8.88 亿美元，每股亏损 15 美分。华尔街预计每股亏损 18 美分，销售额为 7.89 亿美元。</blockquote></p><p> Gross profit margin from selling cars came in at 13.6%, up from 11% in the second quarter and 3.2% in the third quarter of 2020. Operating profit, however, declined sequentially from the second quarter to the third quarter partly because spending on R&amp;D ramped higher.</p><p><blockquote>汽车销售毛利率为13.6%，高于2020年第二季度的11%和第三季度的3.2%。然而，从第二季度到第三季度，营业利润连续下降，部分原因是研发支出增加。</blockquote></p><p> “In the third quarter, we continued record-setting growth with the highest vehicle deliveries among China’s startup new energy vehicle automakers,” said CEO He Xiaopeng in the company’s news release. XPeng delivered almost 26,000 cars in the third quarter.NIO&nbsp;(NIO) delivered about 24,000 and&nbsp;Li Auto&nbsp;(LI) delivered about 25,000.</p><p><blockquote>“公司首席执行官何小鹏在公司新闻稿中说：”第三季度，我们继续保持创纪录的增长，在中国初创新能源汽车制造商中交付量最高。小鹏汽车第三季度交付了近2.6万辆汽车。蔚来汽车（蔚来）交付了约2.4万辆，理想汽车（LI）交付了约2.5万辆。</blockquote></p><p> “This outperformance testifies to the market’s recognition of the differentiated value our vertically integrated in-house developed software and hardware bring to our vehicles.”</p><p><blockquote>“这一卓越表现证明了市场对我们垂直整合的内部开发软件和硬件为我们的车辆带来的差异化价值的认可。”</blockquote></p><p> Looking ahead, XPeng expects to deliver between 34,500 and 36,500 in the fourth quarter. That implies about 12,000 vehicle deliveries each month in November and December. The company delivered about 10,100 vehicles in October. More than 12,000 vehicles would be a monthly record for XPeng.</p><p><blockquote>展望未来，小鹏预计第四季度交付量将在 34,500 至 36,500 辆之间。这意味着 11 月和 12 月每月交付约 12,000 辆汽车。该公司10月份交付了约10,100辆汽车。超过 12,000 辆汽车将创下小鹏汽车的月度纪录。</blockquote></p><p> Rising deliveries is a sign that the global semiconductor shortage that has roiled auto production all year isn’t hurting XPeng all that much. That’s good news. Xiaoping had another bit of unexpected good news for shareholders: robotaxis.</p><p><blockquote>交付量的上升表明，全年扰乱汽车生产的全球半导体短缺并没有对小鹏汽车造成太大伤害。这是个好消息。小平给股东带来了另一个意想不到的好消息：机器人出租车。</blockquote></p><p> “The solid progress we’ve made in [our navigation guided pilot] fuels greater confidence in our ability to explore autonomous driving enabled mobility solutions in the future, such as robotaxi technologies,” added the CEO.</p><p><blockquote>“首席执行官补充说：”我们在[导航引导试点]方面取得的坚实进展，让我们对未来探索自动驾驶移动解决方案（如机器人出租车技术）的能力更加有信心。</blockquote></p><p> Navigation guided pilot, or NGP, is how XPeng refers to its software and hardware that enable driver-assistance technologies such as adaptive cruise control and land-keeping assistance.</p><p><blockquote>导航引导飞行员（NGP）是小鹏汽车对其支持自适应巡航控制和地面保持辅助等驾驶员辅助技术的软件和硬件的称呼。</blockquote></p><p> It’s the first time robotaxis has come up in an earnings release and will generate a lot of questions from investors on the 8 a.m. Eastern time conference call. Analysts and investors will want to know how close XPeng is to having self-driving cars on the road.</p><p><blockquote>这是 robotaxis 首次出现在财报发布会上，并将在上午 8 点引发投资者的诸多疑问。电话会议东部时间。分析师和投资者想知道小鹏汽车距离自动驾驶汽车上路还有多远。</blockquote></p><p> XPeng has been developing higher function driver-assistance features on recent models. XPeng also has lidar—or laser based radar—sensors on some models. Using lidar is still new in the industry. But no auto maker, including XPeng, has delivered a car with enough software and sensor technology that allows a driver to stop paying attention to the road yet.</p><p><blockquote>小鹏一直在最近的车型上开发更高功能的驾驶辅助功能。小鹏汽车的部分车型还配备了激光雷达（lidar）传感器。使用激光雷达在业内还是新鲜事。但包括小鹏汽车在内，还没有一家汽车制造商交付过配备足够软件和传感器技术的汽车，让驾驶员不再关注道路。</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>XPeng Earnings Beat Estimates. That Wasn’t the Biggest Surprise.<blockquote>小鹏汽车盈利超出预期。这并不是最大的惊喜。</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\">\nXPeng Earnings Beat Estimates. That Wasn’t the Biggest Surprise.<blockquote>小鹏汽车盈利超出预期。这并不是最大的惊喜。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-24 08:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock in Chinese electric-vehicle maker&nbsp;XPeng&nbsp;rose Tuesday after the company reported better-than-expected third-quarter results. Sales and earnings beats, however, weren’t the only surprise for investors.</p><p><blockquote>中国电动汽车制造商小鹏汽车公布好于预期的第三季度业绩后，该公司股价周二上涨。然而，销售额和盈利的增长并不是投资者唯一的惊喜。</blockquote></p><p> There was a new word in the company’s earnings release: robotaxis.</p><p><blockquote>公司财报中出现了一个新词：机器人出租车。</blockquote></p><p> XPeng (ticker: XPEV ) shares rose almost 13% at one point before closing at $51.30, up 8.3%. The&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;were up 0.2% and 0.6%, respectively. The Tuesday rise adds to recent gains for XPeng shareholders. The stock, coming into Tuesday, was up about 21% over the past three months. Growing EV deliveries as well as the successful initial public offering of&nbsp;Rivian Automotive&nbsp;(RIVN) has helped boost most EV maker stocks lately.</p><p><blockquote>小鹏汽车（股票代码：XPEV）股价一度上涨近 13%，收于 51.30 美元，上涨 8.3%。标普500和道琼斯工业平均指数分别上涨0.2%和0.6%。周二的上涨增加了小鹏汽车股东近期的涨幅。截至周二，该股在过去三个月中上涨了约 21%。电动汽车交付量的增长以及Rivian汽车 (RIVN) 的成功首次公开募股最近帮助提振了大多数电动汽车制造商的股票。</blockquote></p><p> XPeng reported a third-quarter loss of 15 cents a share from $888 million in sales. Wall Street was looking for a loss of 18 cents a share and $789 million in sales.</p><p><blockquote>小鹏汽车第三季度销售额为 8.88 亿美元，每股亏损 15 美分。华尔街预计每股亏损 18 美分，销售额为 7.89 亿美元。</blockquote></p><p> Gross profit margin from selling cars came in at 13.6%, up from 11% in the second quarter and 3.2% in the third quarter of 2020. Operating profit, however, declined sequentially from the second quarter to the third quarter partly because spending on R&amp;D ramped higher.</p><p><blockquote>汽车销售毛利率为13.6%，高于2020年第二季度的11%和第三季度的3.2%。然而，从第二季度到第三季度，营业利润连续下降，部分原因是研发支出增加。</blockquote></p><p> “In the third quarter, we continued record-setting growth with the highest vehicle deliveries among China’s startup new energy vehicle automakers,” said CEO He Xiaopeng in the company’s news release. XPeng delivered almost 26,000 cars in the third quarter.NIO&nbsp;(NIO) delivered about 24,000 and&nbsp;Li Auto&nbsp;(LI) delivered about 25,000.</p><p><blockquote>“公司首席执行官何小鹏在公司新闻稿中说：”第三季度，我们继续保持创纪录的增长，在中国初创新能源汽车制造商中交付量最高。小鹏汽车第三季度交付了近2.6万辆汽车。蔚来汽车（蔚来）交付了约2.4万辆，理想汽车（LI）交付了约2.5万辆。</blockquote></p><p> “This outperformance testifies to the market’s recognition of the differentiated value our vertically integrated in-house developed software and hardware bring to our vehicles.”</p><p><blockquote>“这一卓越表现证明了市场对我们垂直整合的内部开发软件和硬件为我们的车辆带来的差异化价值的认可。”</blockquote></p><p> Looking ahead, XPeng expects to deliver between 34,500 and 36,500 in the fourth quarter. That implies about 12,000 vehicle deliveries each month in November and December. The company delivered about 10,100 vehicles in October. More than 12,000 vehicles would be a monthly record for XPeng.</p><p><blockquote>展望未来，小鹏预计第四季度交付量将在 34,500 至 36,500 辆之间。这意味着 11 月和 12 月每月交付约 12,000 辆汽车。该公司10月份交付了约10,100辆汽车。超过 12,000 辆汽车将创下小鹏汽车的月度纪录。</blockquote></p><p> Rising deliveries is a sign that the global semiconductor shortage that has roiled auto production all year isn’t hurting XPeng all that much. That’s good news. Xiaoping had another bit of unexpected good news for shareholders: robotaxis.</p><p><blockquote>交付量的上升表明，全年扰乱汽车生产的全球半导体短缺并没有对小鹏汽车造成太大伤害。这是个好消息。小平给股东带来了另一个意想不到的好消息：机器人出租车。</blockquote></p><p> “The solid progress we’ve made in [our navigation guided pilot] fuels greater confidence in our ability to explore autonomous driving enabled mobility solutions in the future, such as robotaxi technologies,” added the CEO.</p><p><blockquote>“首席执行官补充说：”我们在[导航引导试点]方面取得的坚实进展，让我们对未来探索自动驾驶移动解决方案（如机器人出租车技术）的能力更加有信心。</blockquote></p><p> Navigation guided pilot, or NGP, is how XPeng refers to its software and hardware that enable driver-assistance technologies such as adaptive cruise control and land-keeping assistance.</p><p><blockquote>导航引导飞行员（NGP）是小鹏汽车对其支持自适应巡航控制和地面保持辅助等驾驶员辅助技术的软件和硬件的称呼。</blockquote></p><p> It’s the first time robotaxis has come up in an earnings release and will generate a lot of questions from investors on the 8 a.m. Eastern time conference call. Analysts and investors will want to know how close XPeng is to having self-driving cars on the road.</p><p><blockquote>这是 robotaxis 首次出现在财报发布会上，并将在上午 8 点引发投资者的诸多疑问。电话会议东部时间。分析师和投资者想知道小鹏汽车距离自动驾驶汽车上路还有多远。</blockquote></p><p> XPeng has been developing higher function driver-assistance features on recent models. XPeng also has lidar—or laser based radar—sensors on some models. Using lidar is still new in the industry. But no auto maker, including XPeng, has delivered a car with enough software and sensor technology that allows a driver to stop paying attention to the road yet.</p><p><blockquote>小鹏一直在最近的车型上开发更高功能的驾驶辅助功能。小鹏汽车的部分车型还配备了激光雷达（lidar）传感器。使用激光雷达在业内还是新鲜事。但包括小鹏汽车在内，还没有一家汽车制造商交付过配备足够软件和传感器技术的汽车，让驾驶员不再关注道路。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/xpeng-stock-price-earnings-sales-robotaxis-51637666114?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":{"09868":"小鹏集团-W","XPEV":"小鹏集团"},"source_url":"https://www.barrons.com/articles/xpeng-stock-price-earnings-sales-robotaxis-51637666114?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156142897","content_text":"Stock in Chinese electric-vehicle maker XPeng rose Tuesday after the company reported better-than-expected third-quarter results. Sales and earnings beats, however, weren’t the only surprise for investors.\nThere was a new word in the company’s earnings release: robotaxis.\nXPeng (ticker: XPEV ) shares rose almost 13% at one point before closing at $51.30, up 8.3%. The S&P 500 and Dow Jones Industrial Average were up 0.2% and 0.6%, respectively. The Tuesday rise adds to recent gains for XPeng shareholders. The stock, coming into Tuesday, was up about 21% over the past three months. Growing EV deliveries as well as the successful initial public offering of Rivian Automotive (RIVN) has helped boost most EV maker stocks lately.\nXPeng reported a third-quarter loss of 15 cents a share from $888 million in sales. Wall Street was looking for a loss of 18 cents a share and $789 million in sales.\nGross profit margin from selling cars came in at 13.6%, up from 11% in the second quarter and 3.2% in the third quarter of 2020. Operating profit, however, declined sequentially from the second quarter to the third quarter partly because spending on R&D ramped higher.\n“In the third quarter, we continued record-setting growth with the highest vehicle deliveries among China’s startup new energy vehicle automakers,” said CEO He Xiaopeng in the company’s news release. XPeng delivered almost 26,000 cars in the third quarter.NIO (NIO) delivered about 24,000 and Li Auto (LI) delivered about 25,000.\n“This outperformance testifies to the market’s recognition of the differentiated value our vertically integrated in-house developed software and hardware bring to our vehicles.”\nLooking ahead, XPeng expects to deliver between 34,500 and 36,500 in the fourth quarter. That implies about 12,000 vehicle deliveries each month in November and December. The company delivered about 10,100 vehicles in October. More than 12,000 vehicles would be a monthly record for XPeng.\nRising deliveries is a sign that the global semiconductor shortage that has roiled auto production all year isn’t hurting XPeng all that much. That’s good news. Xiaoping had another bit of unexpected good news for shareholders: robotaxis.\n“The solid progress we’ve made in [our navigation guided pilot] fuels greater confidence in our ability to explore autonomous driving enabled mobility solutions in the future, such as robotaxi technologies,” added the CEO.\nNavigation guided pilot, or NGP, is how XPeng refers to its software and hardware that enable driver-assistance technologies such as adaptive cruise control and land-keeping assistance.\nIt’s the first time robotaxis has come up in an earnings release and will generate a lot of questions from investors on the 8 a.m. Eastern time conference call. Analysts and investors will want to know how close XPeng is to having self-driving cars on the road.\nXPeng has been developing higher function driver-assistance features on recent models. XPeng also has lidar—or laser based radar—sensors on some models. Using lidar is still new in the industry. But no auto maker, including XPeng, has delivered a car with enough software and sensor technology that allows a driver to stop paying attention to the road yet.","news_type":1,"symbols_score_info":{"XPEV":0.9,"09868":0.9}},"isVote":1,"tweetType":1,"viewCount":4373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607880568,"gmtCreate":1639524804831,"gmtModify":1639793509639,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/607880568","repostId":"1175111161","repostType":4,"repost":{"id":"1175111161","kind":"news","pubTimestamp":1639524053,"share":"https://www.laohunote.com/m/news/1175111161?lang=zh_CN&edition=full","pubTime":"2021-12-15 07:20","market":"us","language":"en","title":"Warren Buffett's Berkshire Hathaway outruns Cathie Wood's Ark Innovation<blockquote>沃伦·巴菲特的伯克希尔·哈撒韦公司击败凯西·伍德的方舟创新公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175111161","media":"seekingalpha","summary":"In what could be called a tortoise (value) vs. hare (growth) matchup, the tortoise appears to be win","content":"<p>In what could be called a tortoise (value) vs. hare (growth) matchup, the tortoise appears to be winning this year. In the past month, Berkshire Hathaway (BRK.B +1.8%) (BRK.A +1.5%) increases its lead on the more mercurial Ark Innovation ETF (ARKK -3.0%).</p><p><blockquote>在可以被称为乌龟（价值）与野兔（增长）的比赛中，乌龟今年似乎赢了。在过去的一个月里，伯克希尔哈撒韦公司 (BRK.B +1.8%) (BRK.A +1.5%) 扩大了其在波动较大的 Ark Innovation ETF (ARKK -3.0%) 中的领先优势。</blockquote></p><p> Of course, Berkshire could be getting a leg up from Apple's (AAPL -1.1%) 17% gain in the past month. Apple is Berkshire's biggest equity holding and made up about half of the investment firm's equity portfolio (as of Dec. 10), according to Business Insider.</p><p><blockquote>当然，伯克希尔哈撒韦公司可能会从苹果 (AAPL -1.1%) 过去一个月 17% 的涨幅中受益。据 Business Insider 报道，苹果是伯克希尔最大的股权持有者，约占该投资公司股票投资组合的一半（截至 12 月 10 日）。</blockquote></p><p> In the past month (as of Monday's close), Berkshire's B (NYSE:BRK.B) shares rose 1.4%, exceeding the S&amp;P 500's 0.2% decline and Ark Innovation's (NYSEARCA:ARKK) 20% drop as seen in the graph below.</p><p><blockquote>过去一个月（截至周一收盘），伯克希尔 B (NYSE:BRK.B) 股价上涨 1.4%，超过标准普尔 500 指数 0.2% 的跌幅和方舟创新 (NYSEARCA:ARKK) 20% 的跌幅，如下图所示。</blockquote></p><p> Ark Innovation (ARKK) had a sizeable lead on Berkshire in February when retail investors piled into popular stay-at-home trades like Coinbase (NASDAQ:COIN), Roku (NASDAQ:ROKU), Teladoc (NYSE:TDOC), and Zoom Video Communications (NASDAQ:ZM), all stocks included in the ETF.</p><p><blockquote>Ark Innovation (ARKK) 在 2 月份领先伯克希尔，当时散户投资者纷纷涌入 Coinbase（纳斯达克股票代码：COIN）、Roku（纳斯达克股票代码：ROKU）、Teladoc（纽约证券交易所股票代码：TDOC）和Zoom Video通信（纳斯达克股票代码：ZM），所有股票都包含在 ETF 中。</blockquote></p><p> Since then, all four tech names have lagged the S&amp;P 500, with only Coinbase managing a gain for the year.</p><p><blockquote>从那时起，所有四家科技公司的表现都落后于标普500，只有比特币基地今年实现了上涨。</blockquote></p><p> SA contributor Steven Fiorillo calls Berkshire (BRK.B) a \"complete value opportunity in a market obsessed with growth.\"</p><p><blockquote>SA 撰稿人 Steven Fiorillo 评级伯克希尔 (BRK.B) “痴迷于增长的市场中的完整价值机会”。</blockquote></p><p> Last week, BofA Securities said long-duration tech is now trading like the post-dot-com bubble in 2000 and 2001.</p><p><blockquote>上周，美国银行证券表示，长期科技股现在的交易就像 2000 年和 2001 年互联网泡沫后一样。</blockquote></p><p></p>","source":"lsy1638401102509","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett's Berkshire Hathaway outruns Cathie Wood's Ark Innovation<blockquote>沃伦·巴菲特的伯克希尔·哈撒韦公司击败凯西·伍德的方舟创新公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett's Berkshire Hathaway outruns Cathie Wood's Ark Innovation<blockquote>沃伦·巴菲特的伯克希尔·哈撒韦公司击败凯西·伍德的方舟创新公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-12-15 07:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In what could be called a tortoise (value) vs. hare (growth) matchup, the tortoise appears to be winning this year. In the past month, Berkshire Hathaway (BRK.B +1.8%) (BRK.A +1.5%) increases its lead on the more mercurial Ark Innovation ETF (ARKK -3.0%).</p><p><blockquote>在可以被称为乌龟（价值）与野兔（增长）的比赛中，乌龟今年似乎赢了。在过去的一个月里，伯克希尔哈撒韦公司 (BRK.B +1.8%) (BRK.A +1.5%) 扩大了其在波动较大的 Ark Innovation ETF (ARKK -3.0%) 中的领先优势。</blockquote></p><p> Of course, Berkshire could be getting a leg up from Apple's (AAPL -1.1%) 17% gain in the past month. Apple is Berkshire's biggest equity holding and made up about half of the investment firm's equity portfolio (as of Dec. 10), according to Business Insider.</p><p><blockquote>当然，伯克希尔哈撒韦公司可能会从苹果 (AAPL -1.1%) 过去一个月 17% 的涨幅中受益。据 Business Insider 报道，苹果是伯克希尔最大的股权持有者，约占该投资公司股票投资组合的一半（截至 12 月 10 日）。</blockquote></p><p> In the past month (as of Monday's close), Berkshire's B (NYSE:BRK.B) shares rose 1.4%, exceeding the S&amp;P 500's 0.2% decline and Ark Innovation's (NYSEARCA:ARKK) 20% drop as seen in the graph below.</p><p><blockquote>过去一个月（截至周一收盘），伯克希尔 B (NYSE:BRK.B) 股价上涨 1.4%，超过标准普尔 500 指数 0.2% 的跌幅和方舟创新 (NYSEARCA:ARKK) 20% 的跌幅，如下图所示。</blockquote></p><p> Ark Innovation (ARKK) had a sizeable lead on Berkshire in February when retail investors piled into popular stay-at-home trades like Coinbase (NASDAQ:COIN), Roku (NASDAQ:ROKU), Teladoc (NYSE:TDOC), and Zoom Video Communications (NASDAQ:ZM), all stocks included in the ETF.</p><p><blockquote>Ark Innovation (ARKK) 在 2 月份领先伯克希尔，当时散户投资者纷纷涌入 Coinbase（纳斯达克股票代码：COIN）、Roku（纳斯达克股票代码：ROKU）、Teladoc（纽约证券交易所股票代码：TDOC）和Zoom Video通信（纳斯达克股票代码：ZM），所有股票都包含在 ETF 中。</blockquote></p><p> Since then, all four tech names have lagged the S&amp;P 500, with only Coinbase managing a gain for the year.</p><p><blockquote>从那时起，所有四家科技公司的表现都落后于标普500，只有比特币基地今年实现了上涨。</blockquote></p><p> SA contributor Steven Fiorillo calls Berkshire (BRK.B) a \"complete value opportunity in a market obsessed with growth.\"</p><p><blockquote>SA 撰稿人 Steven Fiorillo 评级伯克希尔 (BRK.B) “痴迷于增长的市场中的完整价值机会”。</blockquote></p><p> Last week, BofA Securities said long-duration tech is now trading like the post-dot-com bubble in 2000 and 2001.</p><p><blockquote>上周，美国银行证券表示，长期科技股现在的交易就像 2000 年和 2001 年互联网泡沫后一样。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3780056-warren-buffetts-berkshire-hathaway-outruns-cathie-woods-ark-innovation\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","ARKK":"ARK Innovation ETF"},"source_url":"https://seekingalpha.com/news/3780056-warren-buffetts-berkshire-hathaway-outruns-cathie-woods-ark-innovation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175111161","content_text":"In what could be called a tortoise (value) vs. hare (growth) matchup, the tortoise appears to be winning this year. In the past month, Berkshire Hathaway (BRK.B +1.8%) (BRK.A +1.5%) increases its lead on the more mercurial Ark Innovation ETF (ARKK -3.0%).\nOf course, Berkshire could be getting a leg up from Apple's (AAPL -1.1%) 17% gain in the past month. Apple is Berkshire's biggest equity holding and made up about half of the investment firm's equity portfolio (as of Dec. 10), according to Business Insider.\nIn the past month (as of Monday's close), Berkshire's B (NYSE:BRK.B) shares rose 1.4%, exceeding the S&P 500's 0.2% decline and Ark Innovation's (NYSEARCA:ARKK) 20% drop as seen in the graph below.\n\nArk Innovation (ARKK) had a sizeable lead on Berkshire in February when retail investors piled into popular stay-at-home trades like Coinbase (NASDAQ:COIN), Roku (NASDAQ:ROKU), Teladoc (NYSE:TDOC), and Zoom Video Communications (NASDAQ:ZM), all stocks included in the ETF.\n\nSince then, all four tech names have lagged the S&P 500, with only Coinbase managing a gain for the year.\nSA contributor Steven Fiorillo calls Berkshire (BRK.B) a \"complete value opportunity in a market obsessed with growth.\"\n\nLast week, BofA Securities said long-duration tech is now trading like the post-dot-com bubble in 2000 and 2001.","news_type":1,"symbols_score_info":{"ARKK":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":3536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602870819,"gmtCreate":1639010191313,"gmtModify":1639308330840,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"Great news&nbsp;","listText":"Great news&nbsp;","text":"Great news","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/602870819","repostId":"1141815911","repostType":4,"repost":{"id":"1141815911","kind":"news","pubTimestamp":1639007843,"share":"https://www.laohunote.com/m/news/1141815911?lang=zh_CN&edition=full","pubTime":"2021-12-09 07:57","market":"us","language":"en","title":"Pfizer Says Booster Neutralized Omicron but Variant May Elude Two Doses<blockquote>辉瑞表示加强剂中和了奥密克戎病毒，但变种病毒可能无法接种两剂</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1141815911","media":"The Wall Street Journal","summary":"Pfizer Inc. PFE -0.62% and BioNTech SE BNTX -3.55% said that a third dose of their Covid-19 vaccine ","content":"<p>Pfizer Inc. PFE -0.62% and BioNTech SE BNTX -3.55% said that a third dose of their Covid-19 vaccine neutralized the Omicron variant in lab tests but that the two-dose regimen was significantly less effective at blocking the virus.</p><p><blockquote>辉瑞公司 PFE -0.62% 和 BioNTech SE BNTX -3.55% 表示，第三剂新冠肺炎疫苗在实验室测试中中中和了奥密克戎变种，但两剂方案在阻断病毒方面的效果明显较差。</blockquote></p><p> A third dose increased antibodies 25-fold compared with two doses against the Omicron variant, the companies said. Still, two doses may prove effective in preventing severe illness from Covid-19, they said, because immune cells are able to recognize 80% of parts of the spike protein that the vaccine targets.</p><p><blockquote>两家公司表示，与针对奥密克戎变种的两剂相比，第三剂疫苗将抗体增加了 25 倍。他们说，尽管如此，两剂疫苗可能能有效预防 Covid-19 引起的严重疾病，因为免疫细胞能够识别疫苗靶向的刺突蛋白的 80% 部分。</blockquote></p><p> The results were issued in a press release by the companies, and weren’t peer reviewed and published in a scientific journal.</p><p><blockquote>研究结果由两家公司在新闻稿中发布，没有经过同行评审，也没有发表在科学期刊上。</blockquote></p><p> The findings from the companies’ early study, and one by scientists in South Africa, suggest that three doses will be needed to produce a similar immune response against Omicron as was provided by just two doses in earlier strains of the virus.</p><p><blockquote>两家公司的早期研究结果表明，需要接种三剂疫苗才能产生与早期病毒株只需接种两剂疫苗就能产生类似的针对奥密克戎病毒的免疫反应。</blockquote></p><p> It also bolsters the case for repeated and periodic boosters to maintain people’s immune defenses against an evolving Covid-19, the companies said.</p><p><blockquote>两家公司表示，这也支持了重复和定期加强剂的理由，以维持人们对不断演变的 Covid-19 的免疫防御。</blockquote></p><p> “This is very positive news that should make everyone even more motivated to get vaccinated” and get a booster, said Pfizer Chief Scientific Officer Mikael Dolsten.</p><p><blockquote>“辉瑞公司首席科学官米凯尔-多尔斯滕（Mikael Dolsten）说：”这是一个非常积极的消息，应该会让每个人都更有动力接种疫苗”并接种加强剂。</blockquote></p><p> The companies’ current vaccine will provide a strong defense against Omicron, especially if people get a booster shot, Dr. Dolsten said. The three-dose regimen, he added, could provide stopgap protection against Omicron through the winter and until a new vaccine targeted directly at the variant would be ready if needed.</p><p><blockquote>多尔斯滕博士说，这些公司目前的疫苗将为预防奥密克戎病毒提供强有力的保护，尤其是在人们注射加强针的情况下。他补充说，三剂方案可以在整个冬季提供针对奥密克戎病毒的权宜之计，直到需要时直接针对该变种的新疫苗准备就绪。</blockquote></p><p> Pfizer and BioNTech are working on an Omicron-specific vaccine that they hope to have available by March 2022 if the variant becomes widespread by then. Researchers started working on the new vaccine on Thanksgiving Day, Nov. 25, shortly after Omicron was identified.</p><p><blockquote>辉瑞和 BioNTech 正在研发一种针对奥密克戎的疫苗，如果届时该变种变得广泛传播，他们希望在 2022 年 3 月之前上市。奥密克戎被发现后不久，研究人员于11月25日感恩节开始研发新疫苗。</blockquote></p><p> The vaccine trains the immune system to fight the virus by generating immune-system soldiers known as antibodies, which attach to the virus and prevent it from replicating in healthy cells. The vaccine also produces other immune-system fighters called T cells that can kick in after infection to help target and clear the virus, preventing more serious disease.</p><p><blockquote>疫苗通过产生被称为抗体的免疫系统士兵来训练免疫系统对抗病毒，抗体附着在病毒上并阻止病毒在健康细胞中复制。该疫苗还产生其他称为T细胞的免疫系统战士，可以在感染后发挥作用，帮助靶向和清除病毒，防止更严重的疾病。</blockquote></p><p> Pfizer and BioNTech said that Omicron still appears susceptible to T cells produced by the vaccine.</p><p><blockquote>辉瑞和BioNTech表示，奥密克戎似乎仍然容易受到疫苗产生的T细胞的影响。</blockquote></p><p> Dr. Dolsten estimated there is a greater than 50% chance that Omicron becomes the dominant strain spreading in the U.S. by the spring, though it is too soon to know with certainty, he said.</p><p><blockquote>多尔斯滕博士估计，到春天，奥密克戎病毒有超过50%的可能性成为在美国传播的主要毒株，但现在确定还为时过早。</blockquote></p><p> The preliminary lab data comes from an analysis of blood samples from vaccinated patients measuring antibodies capable of neutralizing the virus causing Covid-19, including the Omicron variant. Blood samples were collected three weeks after patients received their second dose, or one month after receiving their third dose.</p><p><blockquote>初步实验室数据来自对接种疫苗的患者血液样本的分析，该分析测量了能够中和导致新冠肺炎病毒（包括奥密克戎变种）的抗体。在患者接受第二剂后三周或接受第三剂后一个月采集血液样本。</blockquote></p><p> The number of antibodies generated by a third booster shot against Omicron is similar to two doses against an older strain of the virus, the companies said.</p><p><blockquote>两家公司表示，针对奥密克戎病毒的第三次加强注射产生的抗体数量与针对较旧病毒株的两剂疫苗相似。</blockquote></p><p> “These preliminary data appear to show the Pfizer vaccine does in fact protect against Omicron, and that’s very good news,” said Philip Landrigan, director of Boston College’s Global Public Health and the Global Common Good program.</p><p><blockquote>“波士顿学院全球公共卫生和全球共同利益项目主任菲利普-兰德里根（Philip Landrigan）说：”这些初步数据似乎表明，辉瑞疫苗确实可以预防奥密克戎病，这是一个非常好的消息。</blockquote></p><p> Monica Gandhi, a professor of medicine at the University of California, San Francisco, said the results suggested two doses will protect many people from getting bad cases leading to hospitalization or death.</p><p><blockquote>加州大学旧金山分校医学教授莫妮卡·甘地表示，结果表明，两剂疫苗将保护许多人免于出现导致住院或死亡的严重病例。</blockquote></p><p> “Two doses are still effective against severe disease, whether people get boosters or not,” said Dr. Gandhi, who is recommending boosters for high-risk patients, including those with HIV. “For people who are at high risk of severe disease, it’s so important to get them boosted, but I don’t think it’s mandatory for young healthy people.”</p><p><blockquote>“甘地博士说：”无论人们是否注射加强剂，两剂疫苗对严重疾病仍然有效。“对于患重病的高危人群来说，给他们接种疫苗非常重要，但我认为对于年轻的健康人群来说，这并不是强制性的。”</blockquote></p><p> The company’s early findings come a day after scientists in South Africa reported findings from early lab tests indicating a 41-fold reduction in the Pfizer-BioNTech vaccine’s neutralization of Omicron than the original version of the virus.</p><p><blockquote>在该公司的早期发现前一天，南非的科学家报告了早期实验室测试的结果表明，辉瑞-BioNTech 疫苗对奥密克戎的中和作用比原始病毒降低了 41 倍。</blockquote></p><p> The researchers, however, found greater antibody responses against Omicron in blood taken from subjects who were fully vaccinated and had previously been infected with Covid-19.</p><p><blockquote>然而，研究人员在从完全接种疫苗且之前感染过 Covid-19 的受试者身上采集的血液中发现了针对奥密克戎病毒的更大抗体反应。</blockquote></p><p> The companies will continue to work on a variant vaccine despite the promising signs that boosting with the original shot offers good protection against Omicron, said BioNTech Chief Executive Uğur Şahin. That is because they would need to see more data on how their vaccine holds up against the new variant, including real-world effectiveness data, expected in the coming weeks.</p><p><blockquote>BioNTech 首席执行官乌古尔·沙欣 (Uğur Şahin) 表示，尽管有令人鼓舞的迹象表明，用原始疫苗加强疫苗可以很好地预防奥密克戎病毒，但两家公司仍将继续研发变体疫苗。这是因为他们需要在未来几周内看到更多关于他们的疫苗如何对抗新变种的数据，包括现实世界的有效性数据。</blockquote></p><p> “Only in combination will we understand the relevance of this data and potential protection against Omicron-mediated disease and severe disease,” he said.</p><p><blockquote>“他说：”只有结合起来，我们才能了解这些数据的相关性，以及对奥密克戎介导的疾病和严重疾病的潜在保护。</blockquote></p><p> Real-world data on vaccine effectiveness against Omicron won’t be available for at least six weeks, Dr. Şahin said, because the case numbers need to be higher before this can be measured.</p><p><blockquote>沙欣博士说，关于疫苗对奥密克戎病毒有效性的真实世界数据至少要六周才能获得，因为病例数需要更高才能衡量。</blockquote></p><p></p><p> Meanwhile, the companies are moving forward with manufacturing an Omicron-specific vaccine. The first doses, for experimental use, will be ready in January, BioNTech executives said.</p><p><blockquote>与此同时，这些公司正在推进生产奥密克戎特异性疫苗。BioNTech 高管表示，用于实验用途的第一剂疫苗将于 1 月份准备就绪。</blockquote></p><p> Omicron was first identified by scientists in South Africa last month. Since then the World Health Organization has deemed it a variant of concern. And it has since been detected around the world, including in the U.S.</p><p><blockquote>上个月，南非的科学家首次发现了奥密克戎病毒。从那时起，世界卫生组织就将其视为一种令人担忧的变体。此后，包括美国在内的世界各地都发现了这种病毒。</blockquote></p><p> Researchers have been trying to understand how contagious the new strain is, as well as how well it might be able to evade Covid-19 vaccines and whether it causes severe disease. Some preliminary reports suggest the variant is more contagious but might cause milder disease, though researchers say it is too early to know.</p><p><blockquote>研究人员一直在试图了解这种新菌株的传染性，以及它在多大程度上能够逃避新冠肺炎疫苗，以及它是否会导致严重疾病。一些初步报告表明，这种变种更具传染性，但可能会导致较轻的疾病，尽管研究人员表示现在知道还为时过早。</blockquote></p><p> Pfizer and BioNTech said they expect to make four billion vaccine doses next year, even if an Omicron-specific vaccine is required by then.</p><p><blockquote>辉瑞和 BioNTech 表示，他们预计明年将生产 40 亿剂疫苗，即使届时需要奥密克戎专用疫苗。</blockquote></p><p> Dr. Dolsten said that regardless of how widespread Omicron becomes, continued booster shots will likely be needed going forward to provide protection against Covid-19. A fourth booster dose is likely to be needed in the spring or fall of 2022, he said.</p><p><blockquote>多尔斯滕博士说，无论奥密克戎病毒变得多么普遍，未来都可能需要继续注射加强针，以提供针对新冠肺炎的保护。他说，2022 年春季或秋季可能需要第四剂加强针。</blockquote></p><p> “It’s increasingly clear you need to have a long-term perspective, with continued boosting to have strong durable immunity,” said Dr. Dolsten. “If the landscape looks similar to today, we will likely continue to boost with the current vaccine.”</p><p><blockquote>“多尔斯滕博士说：”越来越明显的是，你需要有长远的眼光，不断增强免疫力，才能拥有强大的持久免疫力。“如果情况与今天相似，我们很可能会继续使用目前的疫苗进行加强。”</blockquote></p><p> Pfizer’s shares rose 1% while BioNTech’s American depositary shares fell 0.2% in morning trading.</p><p><blockquote>辉瑞公司的股价在早盘交易中上涨了 1%，而 BioNTech 的美国存托股票下跌了 0.2%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pfizer Says Booster Neutralized Omicron but Variant May Elude Two Doses<blockquote>辉瑞表示加强剂中和了奥密克戎病毒，但变种病毒可能无法接种两剂</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\">\nPfizer Says Booster Neutralized Omicron but Variant May Elude Two Doses<blockquote>辉瑞表示加强剂中和了奥密克戎病毒，但变种病毒可能无法接种两剂</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-12-09 07:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pfizer Inc. PFE -0.62% and BioNTech SE BNTX -3.55% said that a third dose of their Covid-19 vaccine neutralized the Omicron variant in lab tests but that the two-dose regimen was significantly less effective at blocking the virus.</p><p><blockquote>辉瑞公司 PFE -0.62% 和 BioNTech SE BNTX -3.55% 表示，第三剂新冠肺炎疫苗在实验室测试中中中和了奥密克戎变种，但两剂方案在阻断病毒方面的效果明显较差。</blockquote></p><p> A third dose increased antibodies 25-fold compared with two doses against the Omicron variant, the companies said. Still, two doses may prove effective in preventing severe illness from Covid-19, they said, because immune cells are able to recognize 80% of parts of the spike protein that the vaccine targets.</p><p><blockquote>两家公司表示，与针对奥密克戎变种的两剂相比，第三剂疫苗将抗体增加了 25 倍。他们说，尽管如此，两剂疫苗可能能有效预防 Covid-19 引起的严重疾病，因为免疫细胞能够识别疫苗靶向的刺突蛋白的 80% 部分。</blockquote></p><p> The results were issued in a press release by the companies, and weren’t peer reviewed and published in a scientific journal.</p><p><blockquote>研究结果由两家公司在新闻稿中发布，没有经过同行评审，也没有发表在科学期刊上。</blockquote></p><p> The findings from the companies’ early study, and one by scientists in South Africa, suggest that three doses will be needed to produce a similar immune response against Omicron as was provided by just two doses in earlier strains of the virus.</p><p><blockquote>两家公司的早期研究结果表明，需要接种三剂疫苗才能产生与早期病毒株只需接种两剂疫苗就能产生类似的针对奥密克戎病毒的免疫反应。</blockquote></p><p> It also bolsters the case for repeated and periodic boosters to maintain people’s immune defenses against an evolving Covid-19, the companies said.</p><p><blockquote>两家公司表示，这也支持了重复和定期加强剂的理由，以维持人们对不断演变的 Covid-19 的免疫防御。</blockquote></p><p> “This is very positive news that should make everyone even more motivated to get vaccinated” and get a booster, said Pfizer Chief Scientific Officer Mikael Dolsten.</p><p><blockquote>“辉瑞公司首席科学官米凯尔-多尔斯滕（Mikael Dolsten）说：”这是一个非常积极的消息，应该会让每个人都更有动力接种疫苗”并接种加强剂。</blockquote></p><p> The companies’ current vaccine will provide a strong defense against Omicron, especially if people get a booster shot, Dr. Dolsten said. The three-dose regimen, he added, could provide stopgap protection against Omicron through the winter and until a new vaccine targeted directly at the variant would be ready if needed.</p><p><blockquote>多尔斯滕博士说，这些公司目前的疫苗将为预防奥密克戎病毒提供强有力的保护，尤其是在人们注射加强针的情况下。他补充说，三剂方案可以在整个冬季提供针对奥密克戎病毒的权宜之计，直到需要时直接针对该变种的新疫苗准备就绪。</blockquote></p><p> Pfizer and BioNTech are working on an Omicron-specific vaccine that they hope to have available by March 2022 if the variant becomes widespread by then. Researchers started working on the new vaccine on Thanksgiving Day, Nov. 25, shortly after Omicron was identified.</p><p><blockquote>辉瑞和 BioNTech 正在研发一种针对奥密克戎的疫苗，如果届时该变种变得广泛传播，他们希望在 2022 年 3 月之前上市。奥密克戎被发现后不久，研究人员于11月25日感恩节开始研发新疫苗。</blockquote></p><p> The vaccine trains the immune system to fight the virus by generating immune-system soldiers known as antibodies, which attach to the virus and prevent it from replicating in healthy cells. The vaccine also produces other immune-system fighters called T cells that can kick in after infection to help target and clear the virus, preventing more serious disease.</p><p><blockquote>疫苗通过产生被称为抗体的免疫系统士兵来训练免疫系统对抗病毒，抗体附着在病毒上并阻止病毒在健康细胞中复制。该疫苗还产生其他称为T细胞的免疫系统战士，可以在感染后发挥作用，帮助靶向和清除病毒，防止更严重的疾病。</blockquote></p><p> Pfizer and BioNTech said that Omicron still appears susceptible to T cells produced by the vaccine.</p><p><blockquote>辉瑞和BioNTech表示，奥密克戎似乎仍然容易受到疫苗产生的T细胞的影响。</blockquote></p><p> Dr. Dolsten estimated there is a greater than 50% chance that Omicron becomes the dominant strain spreading in the U.S. by the spring, though it is too soon to know with certainty, he said.</p><p><blockquote>多尔斯滕博士估计，到春天，奥密克戎病毒有超过50%的可能性成为在美国传播的主要毒株，但现在确定还为时过早。</blockquote></p><p> The preliminary lab data comes from an analysis of blood samples from vaccinated patients measuring antibodies capable of neutralizing the virus causing Covid-19, including the Omicron variant. Blood samples were collected three weeks after patients received their second dose, or one month after receiving their third dose.</p><p><blockquote>初步实验室数据来自对接种疫苗的患者血液样本的分析，该分析测量了能够中和导致新冠肺炎病毒（包括奥密克戎变种）的抗体。在患者接受第二剂后三周或接受第三剂后一个月采集血液样本。</blockquote></p><p> The number of antibodies generated by a third booster shot against Omicron is similar to two doses against an older strain of the virus, the companies said.</p><p><blockquote>两家公司表示，针对奥密克戎病毒的第三次加强注射产生的抗体数量与针对较旧病毒株的两剂疫苗相似。</blockquote></p><p> “These preliminary data appear to show the Pfizer vaccine does in fact protect against Omicron, and that’s very good news,” said Philip Landrigan, director of Boston College’s Global Public Health and the Global Common Good program.</p><p><blockquote>“波士顿学院全球公共卫生和全球共同利益项目主任菲利普-兰德里根（Philip Landrigan）说：”这些初步数据似乎表明，辉瑞疫苗确实可以预防奥密克戎病，这是一个非常好的消息。</blockquote></p><p> Monica Gandhi, a professor of medicine at the University of California, San Francisco, said the results suggested two doses will protect many people from getting bad cases leading to hospitalization or death.</p><p><blockquote>加州大学旧金山分校医学教授莫妮卡·甘地表示，结果表明，两剂疫苗将保护许多人免于出现导致住院或死亡的严重病例。</blockquote></p><p> “Two doses are still effective against severe disease, whether people get boosters or not,” said Dr. Gandhi, who is recommending boosters for high-risk patients, including those with HIV. “For people who are at high risk of severe disease, it’s so important to get them boosted, but I don’t think it’s mandatory for young healthy people.”</p><p><blockquote>“甘地博士说：”无论人们是否注射加强剂，两剂疫苗对严重疾病仍然有效。“对于患重病的高危人群来说，给他们接种疫苗非常重要，但我认为对于年轻的健康人群来说，这并不是强制性的。”</blockquote></p><p> The company’s early findings come a day after scientists in South Africa reported findings from early lab tests indicating a 41-fold reduction in the Pfizer-BioNTech vaccine’s neutralization of Omicron than the original version of the virus.</p><p><blockquote>在该公司的早期发现前一天，南非的科学家报告了早期实验室测试的结果表明，辉瑞-BioNTech 疫苗对奥密克戎的中和作用比原始病毒降低了 41 倍。</blockquote></p><p> The researchers, however, found greater antibody responses against Omicron in blood taken from subjects who were fully vaccinated and had previously been infected with Covid-19.</p><p><blockquote>然而，研究人员在从完全接种疫苗且之前感染过 Covid-19 的受试者身上采集的血液中发现了针对奥密克戎病毒的更大抗体反应。</blockquote></p><p> The companies will continue to work on a variant vaccine despite the promising signs that boosting with the original shot offers good protection against Omicron, said BioNTech Chief Executive Uğur Şahin. That is because they would need to see more data on how their vaccine holds up against the new variant, including real-world effectiveness data, expected in the coming weeks.</p><p><blockquote>BioNTech 首席执行官乌古尔·沙欣 (Uğur Şahin) 表示，尽管有令人鼓舞的迹象表明，用原始疫苗加强疫苗可以很好地预防奥密克戎病毒，但两家公司仍将继续研发变体疫苗。这是因为他们需要在未来几周内看到更多关于他们的疫苗如何对抗新变种的数据，包括现实世界的有效性数据。</blockquote></p><p> “Only in combination will we understand the relevance of this data and potential protection against Omicron-mediated disease and severe disease,” he said.</p><p><blockquote>“他说：”只有结合起来，我们才能了解这些数据的相关性，以及对奥密克戎介导的疾病和严重疾病的潜在保护。</blockquote></p><p> Real-world data on vaccine effectiveness against Omicron won’t be available for at least six weeks, Dr. Şahin said, because the case numbers need to be higher before this can be measured.</p><p><blockquote>沙欣博士说，关于疫苗对奥密克戎病毒有效性的真实世界数据至少要六周才能获得，因为病例数需要更高才能衡量。</blockquote></p><p></p><p> Meanwhile, the companies are moving forward with manufacturing an Omicron-specific vaccine. The first doses, for experimental use, will be ready in January, BioNTech executives said.</p><p><blockquote>与此同时，这些公司正在推进生产奥密克戎特异性疫苗。BioNTech 高管表示，用于实验用途的第一剂疫苗将于 1 月份准备就绪。</blockquote></p><p> Omicron was first identified by scientists in South Africa last month. Since then the World Health Organization has deemed it a variant of concern. And it has since been detected around the world, including in the U.S.</p><p><blockquote>上个月，南非的科学家首次发现了奥密克戎病毒。从那时起，世界卫生组织就将其视为一种令人担忧的变体。此后，包括美国在内的世界各地都发现了这种病毒。</blockquote></p><p> Researchers have been trying to understand how contagious the new strain is, as well as how well it might be able to evade Covid-19 vaccines and whether it causes severe disease. Some preliminary reports suggest the variant is more contagious but might cause milder disease, though researchers say it is too early to know.</p><p><blockquote>研究人员一直在试图了解这种新菌株的传染性，以及它在多大程度上能够逃避新冠肺炎疫苗，以及它是否会导致严重疾病。一些初步报告表明，这种变种更具传染性，但可能会导致较轻的疾病，尽管研究人员表示现在知道还为时过早。</blockquote></p><p> Pfizer and BioNTech said they expect to make four billion vaccine doses next year, even if an Omicron-specific vaccine is required by then.</p><p><blockquote>辉瑞和 BioNTech 表示，他们预计明年将生产 40 亿剂疫苗，即使届时需要奥密克戎专用疫苗。</blockquote></p><p> Dr. Dolsten said that regardless of how widespread Omicron becomes, continued booster shots will likely be needed going forward to provide protection against Covid-19. A fourth booster dose is likely to be needed in the spring or fall of 2022, he said.</p><p><blockquote>多尔斯滕博士说，无论奥密克戎病毒变得多么普遍，未来都可能需要继续注射加强针，以提供针对新冠肺炎的保护。他说，2022 年春季或秋季可能需要第四剂加强针。</blockquote></p><p> “It’s increasingly clear you need to have a long-term perspective, with continued boosting to have strong durable immunity,” said Dr. Dolsten. “If the landscape looks similar to today, we will likely continue to boost with the current vaccine.”</p><p><blockquote>“多尔斯滕博士说：”越来越明显的是，你需要有长远的眼光，不断增强免疫力，才能拥有强大的持久免疫力。“如果情况与今天相似，我们很可能会继续使用目前的疫苗进行加强。”</blockquote></p><p> Pfizer’s shares rose 1% while BioNTech’s American depositary shares fell 0.2% in morning trading.</p><p><blockquote>辉瑞公司的股价在早盘交易中上涨了 1%，而 BioNTech 的美国存托股票下跌了 0.2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/pfizer-biontech-covid-19-vaccine-loses-significant-effectiveness-against-omicron-in-early-study-companies-say-11638964121?mod=hp_lead_pos1\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","PFE":"辉瑞"},"source_url":"https://www.wsj.com/articles/pfizer-biontech-covid-19-vaccine-loses-significant-effectiveness-against-omicron-in-early-study-companies-say-11638964121?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141815911","content_text":"Pfizer Inc. PFE -0.62% and BioNTech SE BNTX -3.55% said that a third dose of their Covid-19 vaccine neutralized the Omicron variant in lab tests but that the two-dose regimen was significantly less effective at blocking the virus.\n\nA third dose increased antibodies 25-fold compared with two doses against the Omicron variant, the companies said. Still, two doses may prove effective in preventing severe illness from Covid-19, they said, because immune cells are able to recognize 80% of parts of the spike protein that the vaccine targets.\n\nThe results were issued in a press release by the companies, and weren’t peer reviewed and published in a scientific journal.\n\nThe findings from the companies’ early study, and one by scientists in South Africa, suggest that three doses will be needed to produce a similar immune response against Omicron as was provided by just two doses in earlier strains of the virus.\n\n\nIt also bolsters the case for repeated and periodic boosters to maintain people’s immune defenses against an evolving Covid-19, the companies said.\n\n“This is very positive news that should make everyone even more motivated to get vaccinated” and get a booster, said Pfizer Chief Scientific Officer Mikael Dolsten.\n\nThe companies’ current vaccine will provide a strong defense against Omicron, especially if people get a booster shot, Dr. Dolsten said. The three-dose regimen, he added, could provide stopgap protection against Omicron through the winter and until a new vaccine targeted directly at the variant would be ready if needed.\n\nPfizer and BioNTech are working on an Omicron-specific vaccine that they hope to have available by March 2022 if the variant becomes widespread by then. Researchers started working on the new vaccine on Thanksgiving Day, Nov. 25, shortly after Omicron was identified.\n\nThe vaccine trains the immune system to fight the virus by generating immune-system soldiers known as antibodies, which attach to the virus and prevent it from replicating in healthy cells. The vaccine also produces other immune-system fighters called T cells that can kick in after infection to help target and clear the virus, preventing more serious disease.\n\nPfizer and BioNTech said that Omicron still appears susceptible to T cells produced by the vaccine.\n\nDr. Dolsten estimated there is a greater than 50% chance that Omicron becomes the dominant strain spreading in the U.S. by the spring, though it is too soon to know with certainty, he said.\n\nThe preliminary lab data comes from an analysis of blood samples from vaccinated patients measuring antibodies capable of neutralizing the virus causing Covid-19, including the Omicron variant. Blood samples were collected three weeks after patients received their second dose, or one month after receiving their third dose.\n\nThe number of antibodies generated by a third booster shot against Omicron is similar to two doses against an older strain of the virus, the companies said.\n\n“These preliminary data appear to show the Pfizer vaccine does in fact protect against Omicron, and that’s very good news,” said Philip Landrigan, director of Boston College’s Global Public Health and the Global Common Good program.\n\n\nMonica Gandhi, a professor of medicine at the University of California, San Francisco, said the results suggested two doses will protect many people from getting bad cases leading to hospitalization or death.\n\n“Two doses are still effective against severe disease, whether people get boosters or not,” said Dr. Gandhi, who is recommending boosters for high-risk patients, including those with HIV. “For people who are at high risk of severe disease, it’s so important to get them boosted, but I don’t think it’s mandatory for young healthy people.”\n\nThe company’s early findings come a day after scientists in South Africa reported findings from early lab tests indicating a 41-fold reduction in the Pfizer-BioNTech vaccine’s neutralization of Omicron than the original version of the virus.\n\n\n\nThe researchers, however, found greater antibody responses against Omicron in blood taken from subjects who were fully vaccinated and had previously been infected with Covid-19.\n\nThe companies will continue to work on a variant vaccine despite the promising signs that boosting with the original shot offers good protection against Omicron, said BioNTech Chief Executive Uğur Şahin. That is because they would need to see more data on how their vaccine holds up against the new variant, including real-world effectiveness data, expected in the coming weeks.\n\n\n“Only in combination will we understand the relevance of this data and potential protection against Omicron-mediated disease and severe disease,” he said.\n\nReal-world data on vaccine effectiveness against Omicron won’t be available for at least six weeks, Dr. Şahin said, because the case numbers need to be higher before this can be measured.\n\nMeanwhile, the companies are moving forward with manufacturing an Omicron-specific vaccine. The first doses, for experimental use, will be ready in January, BioNTech executives said.\n\nOmicron was first identified by scientists in South Africa last month. Since then the World Health Organization has deemed it a variant of concern. And it has since been detected around the world, including in the U.S.\n\nResearchers have been trying to understand how contagious the new strain is, as well as how well it might be able to evade Covid-19 vaccines and whether it causes severe disease. Some preliminary reports suggest the variant is more contagious but might cause milder disease, though researchers say it is too early to know.\n\nPfizer and BioNTech said they expect to make four billion vaccine doses next year, even if an Omicron-specific vaccine is required by then.\n\nDr. Dolsten said that regardless of how widespread Omicron becomes, continued booster shots will likely be needed going forward to provide protection against Covid-19. A fourth booster dose is likely to be needed in the spring or fall of 2022, he said.\n\n“It’s increasingly clear you need to have a long-term perspective, with continued boosting to have strong durable immunity,” said Dr. Dolsten. “If the landscape looks similar to today, we will likely continue to boost with the current vaccine.”\n\nPfizer’s shares rose 1% while BioNTech’s American depositary shares fell 0.2% in morning trading.","news_type":1,"symbols_score_info":{"BNTX":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":4155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841162343,"gmtCreate":1635896768162,"gmtModify":1635896768998,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"Looking good 👍🏻&nbsp;","listText":"Looking good 👍🏻&nbsp;","text":"Looking good 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/841162343","repostId":"2180736486","repostType":4,"isVote":1,"tweetType":1,"viewCount":1573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829191793,"gmtCreate":1633478836989,"gmtModify":1633478839948,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"Great news","listText":"Great news","text":"Great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/829191793","repostId":"1194519706","repostType":4,"repost":{"id":"1194519706","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":1633474388,"share":"https://www.laohunote.com/m/news/1194519706?lang=zh_CN&edition=full","pubTime":"2021-10-06 06:53","market":"us","language":"en","title":"Palantir stock rallies 13% on $823 million Army contract<blockquote>Palantir 股价因 8.23 亿美元陆军合同上涨 13%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194519706","media":"Tiger Newspress","summary":"Palantir Technologies Inc. shares rallied in the extended session Tuesday after the data-software co","content":"<p>Palantir Technologies Inc.&nbsp;shares rallied in the extended session Tuesday after the data-software company said it was selected for a U.S. Army intelligence program contract. Palantir shares surged 13% after hours, following a 0.2% rise to close at $23.21.</p><p><blockquote>Palantir Technologies Inc. 的股价在周二的延长交易中上涨，此前这家数据软件公司表示，它被选中参加美国股票市场。陆军情报计划合同。Palantir 股价盘后飙升 13%，上涨 0.2%，收于 23.21 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1343e5e0bb5b0de52556fa7f10c66fe0\" tg-width=\"850\" tg-height=\"624\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Palantir Technologies Inc.&nbsp;announced it has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to deliver the Army’s Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.</p><p><blockquote>Palantir Technologies Inc. 宣布已被美国陆军情报系统和分析项目经理选中，为 Capability Drop 2 (CD-2) 计划提供陆军情报数据结构和分析基础。</blockquote></p><p> Palantir was selected to progress to the next phase of the Army’s competitive $823m indefinite delivery, indefinite quantity (IDIQ) contract. After collaborating with the Army on a successful “Test, Fix, Test” process, Palantir will support the Army as they proceed through final testing and fielding.</p><p><blockquote>Palantir 被选中进入陆军价值 8.23 亿美元的无限期交付、无限期数量 (IDIQ) 合同的下一阶段。在与陆军成功合作完成 “测试、修复、测试 ”流程后，Palantir 将为陆军进行最终测试和部署提供支持。</blockquote></p><p> Palantir will deploy the Palantir Gotham Platform to support Army Intelligence users worldwide with a globally federated Intelligence data fabric and analytics platform spanning multiple security classifications. This capability will field modern data integration, correlation, fusion, and analytic capabilities that prepare the Army for the next fight against emerging near peer threats.</p><p><blockquote>Palantir 将部署 Palantir Gotham 平台，通过跨越多种安全分类的全球联合情报数据结构和分析平台为全球陆军情报用户提供支持。这种能力将提供现代数据集成、关联、融合和分析能力，为陆军下一场应对新出现的近乎同行威胁的战斗做好准备。</blockquote></p><p> The Gotham platform is an operating system for defense decision making and is specifically designed to connect the dots between disparate sources. The Army Intelligence community will use this capability to modernize their data foundation by migrating legacy programs to CD-2. The Army will also use CD-2 to serve as an enabler for future modernization efforts supporting Joint All Domain Operations.</p><p><blockquote>Gotham平台是一个用于国防决策的操作系统，专门设计用于连接不同来源之间的点。陆军情报界将利用这一能力，通过将遗留程序迁移到 CD-2 来实现其数据基础的现代化。陆军还将使用 CD-2 作为未来现代化工作的推动者，支持联合全域作战。</blockquote></p><p> CD-2 is one of several efforts Palantir is working on with PEO IEW&amp;S to modernize the Army’s intelligence enterprise, alongside Capability Drop 1 (CD-1) and the Tactical Intelligence Targeting Access Node (TITAN) programs.</p><p><blockquote>CD-2 是 Palantir 与 PEO IEW&amp;S 合作开展的几项工作之一，旨在实现陆军情报企业的现代化，此外还有 Capability Drop 1 (CD-1) 和战术情报目标接入节点 (TITAN) 计划。</blockquote></p><p> “We look forward to the continued partnership with PEO IEW&amp;S and the Army’s Intelligence Community in providing new and exciting technology that help them in their modernization efforts,” said Doug Philippone, Palantir’s Global Defense Lead.</p><p><blockquote>“Palantir 全球防务主管道格-菲利波内（Doug Philippone）说：”我们期待与 PEO IEW&amp;S 和陆军情报界继续合作，提供令人兴奋的新技术，帮助他们实现现代化。</blockquote></p><p> <b>About Palantir Technologies</b></p><p><blockquote><b>关于 Palantir 技术</b></blockquote></p><p> Palantir Technologies is a software company that builds enterprise data platforms for use by organizations with complex and sensitive data environments. From building safer cars and planes, to discovering new drugs and combating terrorism, Palantir helps customers across the public, private, and nonprofit sectors transform the way they use their data.</p><p><blockquote>Palantir Technologies是一家软件公司，为具有复杂敏感数据环境的组织构建企业数据平台。从制造更安全的汽车和飞机，到发现新药和打击恐怖主义，Palantir帮助公共、私营和非营利部门的客户改变他们使用数据的方式。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir stock rallies 13% on $823 million Army contract<blockquote>Palantir 股价因 8.23 亿美元陆军合同上涨 13%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir stock rallies 13% on $823 million Army contract<blockquote>Palantir 股价因 8.23 亿美元陆军合同上涨 13%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-06 06:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Palantir Technologies Inc.&nbsp;shares rallied in the extended session Tuesday after the data-software company said it was selected for a U.S. Army intelligence program contract. Palantir shares surged 13% after hours, following a 0.2% rise to close at $23.21.</p><p><blockquote>Palantir Technologies Inc. 的股价在周二的延长交易中上涨，此前这家数据软件公司表示，它被选中参加美国股票市场。陆军情报计划合同。Palantir 股价盘后飙升 13%，上涨 0.2%，收于 23.21 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1343e5e0bb5b0de52556fa7f10c66fe0\" tg-width=\"850\" tg-height=\"624\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Palantir Technologies Inc.&nbsp;announced it has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to deliver the Army’s Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.</p><p><blockquote>Palantir Technologies Inc. 宣布已被美国陆军情报系统和分析项目经理选中，为 Capability Drop 2 (CD-2) 计划提供陆军情报数据结构和分析基础。</blockquote></p><p> Palantir was selected to progress to the next phase of the Army’s competitive $823m indefinite delivery, indefinite quantity (IDIQ) contract. After collaborating with the Army on a successful “Test, Fix, Test” process, Palantir will support the Army as they proceed through final testing and fielding.</p><p><blockquote>Palantir 被选中进入陆军价值 8.23 亿美元的无限期交付、无限期数量 (IDIQ) 合同的下一阶段。在与陆军成功合作完成 “测试、修复、测试 ”流程后，Palantir 将为陆军进行最终测试和部署提供支持。</blockquote></p><p> Palantir will deploy the Palantir Gotham Platform to support Army Intelligence users worldwide with a globally federated Intelligence data fabric and analytics platform spanning multiple security classifications. This capability will field modern data integration, correlation, fusion, and analytic capabilities that prepare the Army for the next fight against emerging near peer threats.</p><p><blockquote>Palantir 将部署 Palantir Gotham 平台，通过跨越多种安全分类的全球联合情报数据结构和分析平台为全球陆军情报用户提供支持。这种能力将提供现代数据集成、关联、融合和分析能力，为陆军下一场应对新出现的近乎同行威胁的战斗做好准备。</blockquote></p><p> The Gotham platform is an operating system for defense decision making and is specifically designed to connect the dots between disparate sources. The Army Intelligence community will use this capability to modernize their data foundation by migrating legacy programs to CD-2. The Army will also use CD-2 to serve as an enabler for future modernization efforts supporting Joint All Domain Operations.</p><p><blockquote>Gotham平台是一个用于国防决策的操作系统，专门设计用于连接不同来源之间的点。陆军情报界将利用这一能力，通过将遗留程序迁移到 CD-2 来实现其数据基础的现代化。陆军还将使用 CD-2 作为未来现代化工作的推动者，支持联合全域作战。</blockquote></p><p> CD-2 is one of several efforts Palantir is working on with PEO IEW&amp;S to modernize the Army’s intelligence enterprise, alongside Capability Drop 1 (CD-1) and the Tactical Intelligence Targeting Access Node (TITAN) programs.</p><p><blockquote>CD-2 是 Palantir 与 PEO IEW&amp;S 合作开展的几项工作之一，旨在实现陆军情报企业的现代化，此外还有 Capability Drop 1 (CD-1) 和战术情报目标接入节点 (TITAN) 计划。</blockquote></p><p> “We look forward to the continued partnership with PEO IEW&amp;S and the Army’s Intelligence Community in providing new and exciting technology that help them in their modernization efforts,” said Doug Philippone, Palantir’s Global Defense Lead.</p><p><blockquote>“Palantir 全球防务主管道格-菲利波内（Doug Philippone）说：”我们期待与 PEO IEW&amp;S 和陆军情报界继续合作，提供令人兴奋的新技术，帮助他们实现现代化。</blockquote></p><p> <b>About Palantir Technologies</b></p><p><blockquote><b>关于 Palantir 技术</b></blockquote></p><p> Palantir Technologies is a software company that builds enterprise data platforms for use by organizations with complex and sensitive data environments. From building safer cars and planes, to discovering new drugs and combating terrorism, Palantir helps customers across the public, private, and nonprofit sectors transform the way they use their data.</p><p><blockquote>Palantir Technologies是一家软件公司，为具有复杂敏感数据环境的组织构建企业数据平台。从制造更安全的汽车和飞机，到发现新药和打击恐怖主义，Palantir帮助公共、私营和非营利部门的客户改变他们使用数据的方式。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194519706","content_text":"Palantir Technologies Inc. shares rallied in the extended session Tuesday after the data-software company said it was selected for a U.S. Army intelligence program contract. Palantir shares surged 13% after hours, following a 0.2% rise to close at $23.21.\n\nPalantir Technologies Inc. announced it has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to deliver the Army’s Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.\nPalantir was selected to progress to the next phase of the Army’s competitive $823m indefinite delivery, indefinite quantity (IDIQ) contract. After collaborating with the Army on a successful “Test, Fix, Test” process, Palantir will support the Army as they proceed through final testing and fielding.\nPalantir will deploy the Palantir Gotham Platform to support Army Intelligence users worldwide with a globally federated Intelligence data fabric and analytics platform spanning multiple security classifications. This capability will field modern data integration, correlation, fusion, and analytic capabilities that prepare the Army for the next fight against emerging near peer threats.\nThe Gotham platform is an operating system for defense decision making and is specifically designed to connect the dots between disparate sources. The Army Intelligence community will use this capability to modernize their data foundation by migrating legacy programs to CD-2. The Army will also use CD-2 to serve as an enabler for future modernization efforts supporting Joint All Domain Operations.\nCD-2 is one of several efforts Palantir is working on with PEO IEW&S to modernize the Army’s intelligence enterprise, alongside Capability Drop 1 (CD-1) and the Tactical Intelligence Targeting Access Node (TITAN) programs.\n“We look forward to the continued partnership with PEO IEW&S and the Army’s Intelligence Community in providing new and exciting technology that help them in their modernization efforts,” said Doug Philippone, Palantir’s Global Defense Lead.\nAbout Palantir Technologies\nPalantir Technologies is a software company that builds enterprise data platforms for use by organizations with complex and sensitive data environments. From building safer cars and planes, to discovering new drugs and combating terrorism, Palantir helps customers across the public, private, and nonprofit sectors transform the way they use their data.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879427184,"gmtCreate":1636766013217,"gmtModify":1636766014026,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/879427184","repostId":"2183501235","repostType":4,"isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867543578,"gmtCreate":1633304132222,"gmtModify":1633304177133,"author":{"id":"3559787818034959","authorId":"3559787818034959","name":"Ericlam","avatar":"https://static.tigerbbs.com/f2154f4bb8afd22f8e6fde60b57acb69","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559787818034959","idStr":"3559787818034959"},"themes":[],"title":"","htmlText":"Great sharing&nbsp;","listText":"Great sharing&nbsp;","text":"Great sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/867543578","repostId":"1145081858","repostType":4,"isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}