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2021-12-17

Hello today red day again

2021-12-17

Wow

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2021-12-17

Wow

Why AT&T Stock Jumped<blockquote>为什么AT&T股价上涨</blockquote>

2021-12-16

Hi abhahahabahha

2021-12-10

Hi

Oracle stock spiked more than 11% in premarket trading<blockquote>甲骨文股价在盘前交易中飙升逾11%</blockquote>

2021-12-02

Hi

抱歉，原内容已删除

2021-12-02

Hi

WeWork shares dropped 3.6% in premarket trading<blockquote>WeWork股价在盘前交易中下跌3.6%</blockquote>

2021-11-29

Easy money

Tesla stock rallied nearly 3% in premarket trading<blockquote>特斯拉股价在盘前交易中上涨近3%</blockquote>

2021-11-05

Hi

Peloton Stock Is in Free Fall. This Is Where Analysts Say the Shares Are Going.<blockquote>Peloton股票正在自由落体。这就是分析师所说的股价走势。</blockquote>

2021-10-11

Hi

Alibaba Skyrockets 8% In Hong Kong As Meituan Regulatory Fine Fuels Market-Wide Optmisim<blockquote>美团-W监管细则刺激全市场乐观情绪，阿里巴巴-SW股价飙升8%</blockquote>

2021-10-09

Hello

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2021-10-08

$Tiger Brokers(TIGR)$To the moon!!!! [Miser] [Miser] [Miser]

2021-10-08

Helpo

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2021-10-07

M

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2021-10-07

Hi

Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</blockquote>

2021-09-27

Hello

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2021-09-20

Hello

Allvue Systems looks to raise up to $291 million as IPO terms are set<blockquote>随着IPO条款的确定，Allvue Systems希望筹集至多2.91亿美元</blockquote>

2021-09-11

Gg

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2021-09-09

Hello

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2021-09-07

Hello

抱歉，原内容已删除

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10:29","market":"us","language":"en","title":"Why AT&T Stock Jumped<blockquote>为什么AT&amp;T股价上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104444818","media":"Motley Fool","summary":"What happened\nShares of AT&T(NYSE:T)rallied on Thursday following bullish analyst remarks. As of 4 p","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> Shares of&nbsp;<b>AT&amp;T</b>(NYSE:T)rallied on Thursday following bullish analyst remarks. As of 4 p.m. ET, the telecom giant's stock price was up nearly 7%.</p><p><blockquote>本公司之股份<b>AT&amp;T</b>(NYSE：T)在分析师发表看涨言论后周四上涨。截至美国东部时间下午4点，这家电信巨头的股价上涨了近7%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> It's been a painful year for AT&amp;T's shareholders. But that may be about to change.</p><p><blockquote>对于AT&amp;T的股东来说，这是痛苦的一年。但这种情况可能即将改变。</blockquote></p><p> So says&nbsp;<b>Morgan Stanley</b>&nbsp;analyst Simon Flannery. Flannery placed an overweight rating on AT&amp;T's stock on Thursday. With its share price down more than 20% in 2021 as of the market close on Tuesday, Flannery believes the dividend stock now represents an attractive profit opportunity for investors.</p><p><blockquote>如是说<b>摩根士丹利</b>分析师西蒙·弗兰纳里。Flannery周四对AT&amp;T股票给予跑赢大盘评级。截至周二收盘，其股价在2021年下跌了20%以上，弗兰纳里认为，这只股息股票现在对投资者来说是一个有吸引力的盈利机会。</blockquote></p><p> Flannery said AT&amp;T will become a more streamlined company focused on its core communications operations after it completes the merger of its WarnerMedia media business with&nbsp;<b>Discovery</b>. The transaction is expected to close by the middle of next year.</p><p><blockquote>弗兰纳里表示，AT&amp;T在完成WarnerMedia媒体业务与<b>发现</b>.该交易预计将于明年年中完成。</blockquote></p><p> Flannery argued that investors are currently undervaluing AT&amp;T's wireless business, which is set to benefit from rising demand for5Gnetwork services. But once investors begin to view AT&amp;T as a purer play on the rapid growth of fifth-generation wireless solutions, he expects its share price to surge roughly 18%, to $28.</p><p><blockquote>弗兰纳里认为，投资者目前低估了AT&amp;T无线业务的价值，该业务将受益于5G网络服务需求的增长。但一旦投资者开始将AT&amp;T视为第五代无线解决方案快速增长的纯粹参与者，他预计其股价将飙升约18%，至28美元。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> AT&amp;T's $85 billion acquisition of Time Warner didn't work out as planned for shareholders. The cost and growth synergies the combined company was able to achieve failed to justify the deal's price tag in the eyes of many investors. From the merger's closing date of June 15, 2018, to today, AT&amp;T's stock has underperformed the&nbsp;<b>S&amp;P 500</b>&nbsp;by a brutal 90%.</p><p><blockquote>AT&amp;T以850亿美元收购时代华纳的交易并没有按照股东的计划进行。在许多投资者看来，合并后的公司能够实现的成本和增长协同效应未能证明该交易的价格是合理的。从合并截止日期2018年6月15日到今天，AT&amp;T的股票表现一直逊于<b>标普500</b>残酷的90%。</blockquote></p><p> Yet if Flannery is correct and AT&amp;T can build a thriving 5G-fueled communications juggernaut, its stock could finally be poised for a comeback.</p><p><blockquote>然而，如果弗兰纳里是正确的，并且AT&amp;T能够建立一个蓬勃发展的5G驱动的通信巨头，那么其股票最终可能会卷土重来。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AT&T Stock Jumped<blockquote>为什么AT&amp;T股价上涨</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\">\nWhy AT&T Stock Jumped<blockquote>为什么AT&amp;T股价上涨</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\">2021-12-17 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> Shares of&nbsp;<b>AT&amp;T</b>(NYSE:T)rallied on Thursday following bullish analyst remarks. As of 4 p.m. ET, the telecom giant's stock price was up nearly 7%.</p><p><blockquote>本公司之股份<b>AT&amp;T</b>(NYSE：T)在分析师发表看涨言论后周四上涨。截至美国东部时间下午4点，这家电信巨头的股价上涨了近7%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> It's been a painful year for AT&amp;T's shareholders. But that may be about to change.</p><p><blockquote>对于AT&amp;T的股东来说，这是痛苦的一年。但这种情况可能即将改变。</blockquote></p><p> So says&nbsp;<b>Morgan Stanley</b>&nbsp;analyst Simon Flannery. Flannery placed an overweight rating on AT&amp;T's stock on Thursday. With its share price down more than 20% in 2021 as of the market close on Tuesday, Flannery believes the dividend stock now represents an attractive profit opportunity for investors.</p><p><blockquote>如是说<b>摩根士丹利</b>分析师西蒙·弗兰纳里。Flannery周四对AT&amp;T股票给予跑赢大盘评级。截至周二收盘，其股价在2021年下跌了20%以上，弗兰纳里认为，这只股息股票现在对投资者来说是一个有吸引力的盈利机会。</blockquote></p><p> Flannery said AT&amp;T will become a more streamlined company focused on its core communications operations after it completes the merger of its WarnerMedia media business with&nbsp;<b>Discovery</b>. The transaction is expected to close by the middle of next year.</p><p><blockquote>弗兰纳里表示，AT&amp;T在完成WarnerMedia媒体业务与<b>发现</b>.该交易预计将于明年年中完成。</blockquote></p><p> Flannery argued that investors are currently undervaluing AT&amp;T's wireless business, which is set to benefit from rising demand for5Gnetwork services. But once investors begin to view AT&amp;T as a purer play on the rapid growth of fifth-generation wireless solutions, he expects its share price to surge roughly 18%, to $28.</p><p><blockquote>弗兰纳里认为，投资者目前低估了AT&amp;T无线业务的价值，该业务将受益于5G网络服务需求的增长。但一旦投资者开始将AT&amp;T视为第五代无线解决方案快速增长的纯粹参与者，他预计其股价将飙升约18%，至28美元。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> AT&amp;T's $85 billion acquisition of Time Warner didn't work out as planned for shareholders. The cost and growth synergies the combined company was able to achieve failed to justify the deal's price tag in the eyes of many investors. From the merger's closing date of June 15, 2018, to today, AT&amp;T's stock has underperformed the&nbsp;<b>S&amp;P 500</b>&nbsp;by a brutal 90%.</p><p><blockquote>AT&amp;T以850亿美元收购时代华纳的交易并没有按照股东的计划进行。在许多投资者看来，合并后的公司能够实现的成本和增长协同效应未能证明该交易的价格是合理的。从合并截止日期2018年6月15日到今天，AT&amp;T的股票表现一直逊于<b>标普500</b>残酷的90%。</blockquote></p><p> Yet if Flannery is correct and AT&amp;T can build a thriving 5G-fueled communications juggernaut, its stock could finally be poised for a comeback.</p><p><blockquote>然而，如果弗兰纳里是正确的，并且AT&amp;T能够建立一个蓬勃发展的5G驱动的通信巨头，那么其股票最终可能会卷土重来。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/16/why-att-stock-jumped-today/\">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":{"T":"At&T"},"source_url":"https://www.fool.com/investing/2021/12/16/why-att-stock-jumped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104444818","content_text":"What happened\nShares of AT&T(NYSE:T)rallied on Thursday following bullish analyst remarks. As of 4 p.m. ET, the telecom giant's stock price was up nearly 7%.\nSo what\nIt's been a painful year for AT&T's shareholders. But that may be about to change.\nSo says Morgan Stanley analyst Simon Flannery. Flannery placed an overweight rating on AT&T's stock on Thursday. With its share price down more than 20% in 2021 as of the market close on Tuesday, Flannery believes the dividend stock now represents an attractive profit opportunity for investors.\nFlannery said AT&T will become a more streamlined company focused on its core communications operations after it completes the merger of its WarnerMedia media business with Discovery. The transaction is expected to close by the middle of next year.\nFlannery argued that investors are currently undervaluing AT&T's wireless business, which is set to benefit from rising demand for5Gnetwork services. But once investors begin to view AT&T as a purer play on the rapid growth of fifth-generation wireless solutions, he expects its share price to surge roughly 18%, to $28.\nNow what\nAT&T's $85 billion acquisition of Time Warner didn't work out as planned for shareholders. The cost and growth synergies the combined company was able to achieve failed to justify the deal's price tag in the eyes of many investors. From the merger's closing date of June 15, 2018, to today, AT&T's stock has underperformed the S&P 500 by a brutal 90%.\nYet if Flannery is correct and AT&T can build a thriving 5G-fueled communications juggernaut, its stock could finally be poised for a comeback.","news_type":1,"symbols_score_info":{"T":0.9}},"isVote":1,"tweetType":1,"viewCount":2254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690678957,"gmtCreate":1639666648092,"gmtModify":1639666648174,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561779703230954","authorIdStr":"3561779703230954"},"themes":[],"htmlText":"Hi abhahahabahha","listText":"Hi abhahahabahha","text":"Hi abhahahabahha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690678957","isVote":1,"tweetType":1,"viewCount":2912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605119355,"gmtCreate":1639127797305,"gmtModify":1639128519892,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561779703230954","authorIdStr":"3561779703230954"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605119355","repostId":"1136469052","repostType":4,"repost":{"id":"1136469052","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":1639127359,"share":"https://www.laohu8.com/m/news/1136469052?lang=zh_CN&edition=full","pubTime":"2021-12-10 17:09","market":"us","language":"en","title":"Oracle stock spiked more than 11% in premarket trading<blockquote>甲骨文股价在盘前交易中飙升逾11%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136469052","media":"Tiger Newspress","summary":"Oracle stock spiked more than 11% in premarket trading after the enterprise software giant posted be","content":"<p>Oracle stock spiked more&nbsp;than&nbsp;11% in premarket trading&nbsp;after the enterprise software giant posted better-than-expected financial results for its fiscal second quarter ended Nov. 30.</p><p><blockquote>企业软件巨头甲骨文公布了截至11月30日的第二财季好于预期的财务业绩，该公司股价在盘前交易中飙升逾11%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d7ef666f8e53802ea4b818184595a59\" tg-width=\"843\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> For the quarter, Oracle&nbsp;reported revenue of $10.4 billion, up 6% from a year ago, and ahead of both the company’s guidance range of 3% to 5% growth, and the Street consensus forecast for $10.2 billion. It was the company’s best quarter of growth since 2018.</p><p><blockquote>甲骨文报告本季度营收为104亿美元，同比增长6%，高于该公司3%至5%增长的指导范围，以及华尔街普遍预测的102亿美元。这是该公司自2018年以来增长最好的季度。</blockquote></p><p> Non-GAAP profits were $1.21 a share, up 14% from a year ago, and a dime ahead of the Street consensus at $1.11 a share. Oracle’s guidance had been for profits of $1.09 to $1.13 a share. The company said cloud service and license support was $7.6 billion, up 6%. Cloud license and on-premise license revenues were up 13% to $1.2 billion.</p><p><blockquote>非GAAP利润为每股1.21美元，同比增长14%，比华尔街普遍预期的每股1.11美元高出一毛钱。甲骨文的指引是每股利润1.09美元至1.13美元。该公司表示，云服务和许可证支持为76亿美元，增长6%。云许可和内部许可收入增长13%，达到12亿美元。</blockquote></p><p> Under generally accepted accounting principles, the company lost 46 cents a share, reflecting a judgment tied to a 10-year old legal dispute related to the hiring of the late Mark Hurd as the company’s CEO.</p><p><blockquote>根据公认会计原则，该公司每股亏损46美分，反映了与聘请已故马克·赫德(Mark Hurd)担任公司首席执行官有关的长达10年的法律纠纷有关的判决。</blockquote></p><p> Oracle CEO Safra Catz said in a statement that the company saw 22% growth in its infrastructure and applications cloud business. Fusion ERP, the company’s financial software for large businesses, saw revenue growth of 35%, while NetSuite ERP, which serves smaller customers, grew 29%.&nbsp;Fusion HCM, the company’s HR software application, was up 25%. Oracle Cloud Infrastructure consumption revenue was up 86%.</p><p><blockquote>甲骨文首席执行官Safra Catz在一份声明中表示，该公司的基础设施和应用云业务增长了22%。该公司为大型企业提供的财务软件Fusion ERP收入增长了35%，而为小型客户提供服务的NetSuite ERP收入增长了29%。该公司的人力资源软件应用程序Fusion HCM增长了25%。甲骨文云基础设施消费收入增长86%。</blockquote></p><p> Oracle also announced a new $10 billion stock-repurchase authorization. In the quarter, the company bought back $7 billion of stock. Catz noted that the company over the last 10 years has repurchased 47% of its stock at an average price about half of the current level.</p><p><blockquote>甲骨文还宣布了一项新的100亿美元股票回购授权。本季度，该公司回购了70亿美元的股票。Catz指出，该公司在过去10年中已回购了47%的股票，平均价格约为当前水平的一半。</blockquote></p><p> On a conference call with analysts on Thursday afternoon, Catz said Oracle had a “fantastic quarter,” with “broad-based outperformance across the company.” She noted that the better-than-expected results came despite a currency headwind of $100 million in revenue and a penny a share in profits.</p><p><blockquote>在周四下午与分析师举行的电话会议上，卡茨表示甲骨文度过了一个“出色的季度”，“整个公司的表现普遍优异”。她指出，尽管收入为1亿美元，每股利润为1美分，但业绩仍好于预期。</blockquote></p><p> Catz said the company’s fiscal 2022 revenue growth continues to accelerate from the 2021 level. Oracle, she said, is being driven by growth in its cloud business in the mid-20 percentage range, accelerating from the Q2 level.</p><p><blockquote>Catz表示，该公司2022财年的收入增长较2021年的水平继续加速。她表示，甲骨文的云业务增长速度在20%左右，较第二季度的水平有所加速。</blockquote></p><p> For the fiscal third quarter, Catz said, the company sees growth of 6% to 8% in constant currency, and 3% to 5% as reported, and profits of $1.14 to $1.18 as reported, or $1.19 to $1.23 in constant currency. Catz said the company sees a currency headwind in the quarter of 3% for revenue and 5 cents for earnings per share.</p><p><blockquote>Catz表示，该公司预计第三财季按固定汇率计算将增长6%至8%，按报告增长3%至5%，按报告利润为1.14美元至1.18美元，按固定汇率计算为1.19美元至1.23美元。Catz表示，该公司预计本季度收入将面临3%的货币阻力，每股收益将下降5美分。</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>Oracle stock spiked more than 11% in premarket trading<blockquote>甲骨文股价在盘前交易中飙升逾11%</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\">\nOracle stock spiked more than 11% in premarket trading<blockquote>甲骨文股价在盘前交易中飙升逾11%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 17:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Oracle stock spiked more&nbsp;than&nbsp;11% in premarket trading&nbsp;after the enterprise software giant posted better-than-expected financial results for its fiscal second quarter ended Nov. 30.</p><p><blockquote>企业软件巨头甲骨文公布了截至11月30日的第二财季好于预期的财务业绩，该公司股价在盘前交易中飙升逾11%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d7ef666f8e53802ea4b818184595a59\" tg-width=\"843\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> For the quarter, Oracle&nbsp;reported revenue of $10.4 billion, up 6% from a year ago, and ahead of both the company’s guidance range of 3% to 5% growth, and the Street consensus forecast for $10.2 billion. It was the company’s best quarter of growth since 2018.</p><p><blockquote>甲骨文报告本季度营收为104亿美元，同比增长6%，高于该公司3%至5%增长的指导范围，以及华尔街普遍预测的102亿美元。这是该公司自2018年以来增长最好的季度。</blockquote></p><p> Non-GAAP profits were $1.21 a share, up 14% from a year ago, and a dime ahead of the Street consensus at $1.11 a share. Oracle’s guidance had been for profits of $1.09 to $1.13 a share. The company said cloud service and license support was $7.6 billion, up 6%. Cloud license and on-premise license revenues were up 13% to $1.2 billion.</p><p><blockquote>非GAAP利润为每股1.21美元，同比增长14%，比华尔街普遍预期的每股1.11美元高出一毛钱。甲骨文的指引是每股利润1.09美元至1.13美元。该公司表示，云服务和许可证支持为76亿美元，增长6%。云许可和内部许可收入增长13%，达到12亿美元。</blockquote></p><p> Under generally accepted accounting principles, the company lost 46 cents a share, reflecting a judgment tied to a 10-year old legal dispute related to the hiring of the late Mark Hurd as the company’s CEO.</p><p><blockquote>根据公认会计原则，该公司每股亏损46美分，反映了与聘请已故马克·赫德(Mark Hurd)担任公司首席执行官有关的长达10年的法律纠纷有关的判决。</blockquote></p><p> Oracle CEO Safra Catz said in a statement that the company saw 22% growth in its infrastructure and applications cloud business. Fusion ERP, the company’s financial software for large businesses, saw revenue growth of 35%, while NetSuite ERP, which serves smaller customers, grew 29%.&nbsp;Fusion HCM, the company’s HR software application, was up 25%. Oracle Cloud Infrastructure consumption revenue was up 86%.</p><p><blockquote>甲骨文首席执行官Safra Catz在一份声明中表示，该公司的基础设施和应用云业务增长了22%。该公司为大型企业提供的财务软件Fusion ERP收入增长了35%，而为小型客户提供服务的NetSuite ERP收入增长了29%。该公司的人力资源软件应用程序Fusion HCM增长了25%。甲骨文云基础设施消费收入增长86%。</blockquote></p><p> Oracle also announced a new $10 billion stock-repurchase authorization. In the quarter, the company bought back $7 billion of stock. Catz noted that the company over the last 10 years has repurchased 47% of its stock at an average price about half of the current level.</p><p><blockquote>甲骨文还宣布了一项新的100亿美元股票回购授权。本季度，该公司回购了70亿美元的股票。Catz指出，该公司在过去10年中已回购了47%的股票，平均价格约为当前水平的一半。</blockquote></p><p> On a conference call with analysts on Thursday afternoon, Catz said Oracle had a “fantastic quarter,” with “broad-based outperformance across the company.” She noted that the better-than-expected results came despite a currency headwind of $100 million in revenue and a penny a share in profits.</p><p><blockquote>在周四下午与分析师举行的电话会议上，卡茨表示甲骨文度过了一个“出色的季度”，“整个公司的表现普遍优异”。她指出，尽管收入为1亿美元，每股利润为1美分，但业绩仍好于预期。</blockquote></p><p> Catz said the company’s fiscal 2022 revenue growth continues to accelerate from the 2021 level. Oracle, she said, is being driven by growth in its cloud business in the mid-20 percentage range, accelerating from the Q2 level.</p><p><blockquote>Catz表示，该公司2022财年的收入增长较2021年的水平继续加速。她表示，甲骨文的云业务增长速度在20%左右，较第二季度的水平有所加速。</blockquote></p><p> For the fiscal third quarter, Catz said, the company sees growth of 6% to 8% in constant currency, and 3% to 5% as reported, and profits of $1.14 to $1.18 as reported, or $1.19 to $1.23 in constant currency. Catz said the company sees a currency headwind in the quarter of 3% for revenue and 5 cents for earnings per share.</p><p><blockquote>Catz表示，该公司预计第三财季按固定汇率计算将增长6%至8%，按报告增长3%至5%，按报告利润为1.14美元至1.18美元，按固定汇率计算为1.19美元至1.23美元。Catz表示，该公司预计本季度收入将面临3%的货币阻力，每股收益将下降5美分。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136469052","content_text":"Oracle stock spiked more than 11% in premarket trading after the enterprise software giant posted better-than-expected financial results for its fiscal second quarter ended Nov. 30.\n\nFor the quarter, Oracle reported revenue of $10.4 billion, up 6% from a year ago, and ahead of both the company’s guidance range of 3% to 5% growth, and the Street consensus forecast for $10.2 billion. It was the company’s best quarter of growth since 2018.\nNon-GAAP profits were $1.21 a share, up 14% from a year ago, and a dime ahead of the Street consensus at $1.11 a share. Oracle’s guidance had been for profits of $1.09 to $1.13 a share. The company said cloud service and license support was $7.6 billion, up 6%. Cloud license and on-premise license revenues were up 13% to $1.2 billion.\nUnder generally accepted accounting principles, the company lost 46 cents a share, reflecting a judgment tied to a 10-year old legal dispute related to the hiring of the late Mark Hurd as the company’s CEO.\nOracle CEO Safra Catz said in a statement that the company saw 22% growth in its infrastructure and applications cloud business. Fusion ERP, the company’s financial software for large businesses, saw revenue growth of 35%, while NetSuite ERP, which serves smaller customers, grew 29%. Fusion HCM, the company’s HR software application, was up 25%. Oracle Cloud Infrastructure consumption revenue was up 86%.\nOracle also announced a new $10 billion stock-repurchase authorization. In the quarter, the company bought back $7 billion of stock. Catz noted that the company over the last 10 years has repurchased 47% of its stock at an average price about half of the current level.\nOn a conference call with analysts on Thursday afternoon, Catz said Oracle had a “fantastic quarter,” with “broad-based outperformance across the company.” She noted that the better-than-expected results came despite a currency headwind of $100 million in revenue and a penny a share in profits.\nCatz said the company’s fiscal 2022 revenue growth continues to accelerate from the 2021 level. Oracle, she said, is being driven by growth in its cloud business in the mid-20 percentage range, accelerating from the Q2 level.\nFor the fiscal third quarter, Catz said, the company sees growth of 6% to 8% in constant currency, and 3% to 5% as reported, and profits of $1.14 to $1.18 as reported, or $1.19 to $1.23 in constant currency. Catz said the company sees a currency headwind in the quarter of 3% for revenue and 5 cents for earnings per share.","news_type":1,"symbols_score_info":{"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":3115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603795523,"gmtCreate":1638450004425,"gmtModify":1638450004425,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561779703230954","authorIdStr":"3561779703230954"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603795523","repostId":"1103703809","repostType":4,"isVote":1,"tweetType":1,"viewCount":3417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603795653,"gmtCreate":1638449989863,"gmtModify":1638449989863,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561779703230954","authorIdStr":"3561779703230954"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603795653","repostId":"1127856957","repostType":4,"repost":{"id":"1127856957","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":1638448324,"share":"https://www.laohu8.com/m/news/1127856957?lang=zh_CN&edition=full","pubTime":"2021-12-02 20:32","market":"us","language":"en","title":"WeWork shares dropped 3.6% in premarket trading<blockquote>WeWork股价在盘前交易中下跌3.6%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127856957","media":"Tiger Newspress","summary":"WeWork shares dropped 3.6% in premarket trading as the company to restate results due to classificat","content":"<p>WeWork shares dropped 3.6% in premarket trading&nbsp;as&nbsp;the&nbsp;company&nbsp;to restate results due to classification error with its SPAC acquirer.</p><p><blockquote>由于SPAC收购方的分类错误，WeWork股价在盘前交易中下跌3.6%，该公司将重述业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ff19f2dba5816b32384184f08295e800\" tg-width=\"850\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> WeWork Inc. said in a securities filing that it would restate several quarters of its results, including its latest one, and that management has concluded there was a material weakness in its internal control.</p><p><blockquote>WeWork Inc.在一份证券备案文件中表示，将重述几个季度的业绩，包括最新的业绩，管理层得出的结论是，其内部控制存在重大弱点。</blockquote></p><p> The office-sharing company,which went public in October&nbsp;through a combination with BowX Acquisition Corp., a special-purpose acquisition company, said Wednesday that the reinstatement relates to accounting classification of common shares issued as part of BowX’s initial public offering.</p><p><blockquote>这家办公室共享公司于10月份通过与特殊目的收购公司BowX Acquisition Corp.合并上市，周三表示，恢复与作为BowX首次公开募股一部分发行的普通股的会计分类有关。</blockquote></p><p> It classified a portion of those shares as permanent equity. Given that the shares had “certain redemption features not solely within the company’s control,” they should have been classified as temporary equity.</p><p><blockquote>它将这些股份的一部分归类为永久股权。鉴于这些股份具有“并非完全在公司控制范围内的某些赎回特征”，它们本应被归类为临时股权。</blockquote></p><p> Given the classification error, “There was a material weakness in internal control over financial reporting relating to the interpretation and accounting for certain complex features of the public shares,” the company said in a securities filing.</p><p><blockquote>该公司在一份证券备案文件中表示，鉴于分类错误，“与公众股票某些复杂特征的解释和会计相关的财务报告内部控制存在重大弱点”。</blockquote></p><p> As a result of the finding, the company plans to restate financial statements for 2020 and the first three quarters of 2021.</p><p><blockquote>由于这一发现，该公司计划重述2020年和2021年前三季度的财务报表。</blockquote></p><p> The company said in a statement Wednesday that the restatement plans aren’t related to its current operations.</p><p><blockquote>该公司周三在一份声明中表示，重述计划与其当前的运营无关。</blockquote></p><p> “The ‘material weakness’ referenced in the filing today existed at BowX and does not carry over to WeWork,” the company said.</p><p><blockquote>该公司表示：“今天提交的文件中提到的‘重大弱点’存在于BowX，不会延续到WeWork。”</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>WeWork shares dropped 3.6% in premarket trading<blockquote>WeWork股价在盘前交易中下跌3.6%</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\">\nWeWork shares dropped 3.6% in premarket trading<blockquote>WeWork股价在盘前交易中下跌3.6%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-02 20:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>WeWork shares dropped 3.6% in premarket trading&nbsp;as&nbsp;the&nbsp;company&nbsp;to restate results due to classification error with its SPAC acquirer.</p><p><blockquote>由于SPAC收购方的分类错误，WeWork股价在盘前交易中下跌3.6%，该公司将重述业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ff19f2dba5816b32384184f08295e800\" tg-width=\"850\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> WeWork Inc. said in a securities filing that it would restate several quarters of its results, including its latest one, and that management has concluded there was a material weakness in its internal control.</p><p><blockquote>WeWork Inc.在一份证券备案文件中表示，将重述几个季度的业绩，包括最新的业绩，管理层得出的结论是，其内部控制存在重大弱点。</blockquote></p><p> The office-sharing company,which went public in October&nbsp;through a combination with BowX Acquisition Corp., a special-purpose acquisition company, said Wednesday that the reinstatement relates to accounting classification of common shares issued as part of BowX’s initial public offering.</p><p><blockquote>这家办公室共享公司于10月份通过与特殊目的收购公司BowX Acquisition Corp.合并上市，周三表示，恢复与作为BowX首次公开募股一部分发行的普通股的会计分类有关。</blockquote></p><p> It classified a portion of those shares as permanent equity. Given that the shares had “certain redemption features not solely within the company’s control,” they should have been classified as temporary equity.</p><p><blockquote>它将这些股份的一部分归类为永久股权。鉴于这些股份具有“并非完全在公司控制范围内的某些赎回特征”，它们本应被归类为临时股权。</blockquote></p><p> Given the classification error, “There was a material weakness in internal control over financial reporting relating to the interpretation and accounting for certain complex features of the public shares,” the company said in a securities filing.</p><p><blockquote>该公司在一份证券备案文件中表示，鉴于分类错误，“与公众股票某些复杂特征的解释和会计相关的财务报告内部控制存在重大弱点”。</blockquote></p><p> As a result of the finding, the company plans to restate financial statements for 2020 and the first three quarters of 2021.</p><p><blockquote>由于这一发现，该公司计划重述2020年和2021年前三季度的财务报表。</blockquote></p><p> The company said in a statement Wednesday that the restatement plans aren’t related to its current operations.</p><p><blockquote>该公司周三在一份声明中表示，重述计划与其当前的运营无关。</blockquote></p><p> “The ‘material weakness’ referenced in the filing today existed at BowX and does not carry over to WeWork,” the company said.</p><p><blockquote>该公司表示：“今天提交的文件中提到的‘重大弱点’存在于BowX，不会延续到WeWork。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127856957","content_text":"WeWork shares dropped 3.6% in premarket trading as the company to restate results due to classification error with its SPAC acquirer.\n\nWeWork Inc. said in a securities filing that it would restate several quarters of its results, including its latest one, and that management has concluded there was a material weakness in its internal control.\nThe office-sharing company,which went public in October through a combination with BowX Acquisition Corp., a special-purpose acquisition company, said Wednesday that the reinstatement relates to accounting classification of common shares issued as part of BowX’s initial public offering.\nIt classified a portion of those shares as permanent equity. Given that the shares had “certain redemption features not solely within the company’s control,” they should have been classified as temporary equity.\nGiven the classification error, “There was a material weakness in internal control over financial reporting relating to the interpretation and accounting for certain complex features of the public shares,” the company said in a securities filing.\nAs a result of the finding, the company plans to restate financial statements for 2020 and the first three quarters of 2021.\nThe company said in a statement Wednesday that the restatement plans aren’t related to its current operations.\n“The ‘material weakness’ referenced in the filing today existed at BowX and does not carry over to WeWork,” the company said.","news_type":1,"symbols_score_info":{"WE":0.9}},"isVote":1,"tweetType":1,"viewCount":2158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600555041,"gmtCreate":1638178162493,"gmtModify":1638178162649,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561779703230954","authorIdStr":"3561779703230954"},"themes":[],"htmlText":"Easy money","listText":"Easy money","text":"Easy money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600555041","repostId":"1180553445","repostType":2,"repost":{"id":"1180553445","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":1638177356,"share":"https://www.laohu8.com/m/news/1180553445?lang=zh_CN&edition=full","pubTime":"2021-11-29 17:15","market":"us","language":"en","title":"Tesla stock rallied nearly 3% in premarket trading<blockquote>特斯拉股价在盘前交易中上涨近3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180553445","media":"Tiger Newspress","summary":"Tesla stock rallied nearly 3% in premarket trading as it to start production in Germany in December,","content":"<p>Tesla stock rallied nearly&nbsp;3% in premarket trading&nbsp;as&nbsp;it to start production in Germany in December,according to&nbsp;Automobilwoche.</p><p><blockquote>据Automobilwoche报道，特斯拉股价在盘前交易中上涨近3%，该公司将于12月在德国开始生产。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c924dd7ad062e13f25605d196e86462b\" tg-width=\"853\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla Inc. will launch its overdue German production operations in December, Automobilwoche reported, estimating as many as 30,000 vehicles will be manufactured there in the first half of 2022.</p><p><blockquote>据Automobilwoche报道，特斯拉公司将于12月启动其迟来的德国生产业务，预计2022年上半年德国将生产多达30,000辆汽车。</blockquote></p><p> Production was to have begun in July but was delayed because the company hadn’t received environmental clearance. Local regulators are expected to grant the necessary permits within days, the magazine said, without reporting where it received its information.</p><p><blockquote>生产原定于7月开始，但由于该公司尚未获得环境许可而被推迟。该杂志称，当地监管机构预计将在几天内授予必要的许可，但没有报告从哪里收到信息。</blockquote></p><p> Five units of Model Y have already been completed at the Gigafactory near Berlin, though not on the production line. In January, serial production will start with 1,000 cars per week and gradually increase, according to Automobilwoche.</p><p><blockquote>柏林附近的超级工厂已经完成了五台Model Y，但尚未上生产线。据Automobilwoche称，1月份，批量生产将从每周1,000辆汽车开始，并逐渐增加。</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>Tesla stock rallied nearly 3% in premarket trading<blockquote>特斯拉股价在盘前交易中上涨近3%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla stock rallied nearly 3% in premarket trading<blockquote>特斯拉股价在盘前交易中上涨近3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-29 17:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla stock rallied nearly&nbsp;3% in premarket trading&nbsp;as&nbsp;it to start production in Germany in December,according to&nbsp;Automobilwoche.</p><p><blockquote>据Automobilwoche报道，特斯拉股价在盘前交易中上涨近3%，该公司将于12月在德国开始生产。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c924dd7ad062e13f25605d196e86462b\" tg-width=\"853\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla Inc. will launch its overdue German production operations in December, Automobilwoche reported, estimating as many as 30,000 vehicles will be manufactured there in the first half of 2022.</p><p><blockquote>据Automobilwoche报道，特斯拉公司将于12月启动其迟来的德国生产业务，预计2022年上半年德国将生产多达30,000辆汽车。</blockquote></p><p> Production was to have begun in July but was delayed because the company hadn’t received environmental clearance. Local regulators are expected to grant the necessary permits within days, the magazine said, without reporting where it received its information.</p><p><blockquote>生产原定于7月开始，但由于该公司尚未获得环境许可而被推迟。该杂志称，当地监管机构预计将在几天内授予必要的许可，但没有报告从哪里收到信息。</blockquote></p><p> Five units of Model Y have already been completed at the Gigafactory near Berlin, though not on the production line. In January, serial production will start with 1,000 cars per week and gradually increase, according to Automobilwoche.</p><p><blockquote>柏林附近的超级工厂已经完成了五台Model Y，但尚未上生产线。据Automobilwoche称，1月份，批量生产将从每周1,000辆汽车开始，并逐渐增加。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180553445","content_text":"Tesla stock rallied nearly 3% in premarket trading as it to start production in Germany in December,according to Automobilwoche.\n\nTesla Inc. will launch its overdue German production operations in December, Automobilwoche reported, estimating as many as 30,000 vehicles will be manufactured there in the first half of 2022.\nProduction was to have begun in July but was delayed because the company hadn’t received environmental clearance. Local regulators are expected to grant the necessary permits within days, the magazine said, without reporting where it received its information.\nFive units of Model Y have already been completed at the Gigafactory near Berlin, though not on the production line. In January, serial production will start with 1,000 cars per week and gradually increase, according to Automobilwoche.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846727645,"gmtCreate":1636116211499,"gmtModify":1636116307957,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561779703230954","authorIdStr":"3561779703230954"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/846727645","repostId":"1176744367","repostType":4,"repost":{"id":"1176744367","kind":"news","pubTimestamp":1636115842,"share":"https://www.laohu8.com/m/news/1176744367?lang=zh_CN&edition=full","pubTime":"2021-11-05 20:37","market":"us","language":"en","title":"Peloton Stock Is in Free Fall. This Is Where Analysts Say the Shares Are Going.<blockquote>Peloton股票正在自由落体。这就是分析师所说的股价走势。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176744367","media":"Barrons","summary":"Peloton stock was plunging Friday after its third-quarter earnings disappointed and the company cut ","content":"<p>Peloton stock was plunging Friday after its third-quarter earnings disappointed and the company cut its full-year fiscal outlook.</p><p><blockquote>Peloton股价周五暴跌，此前该公司第三季度盈利令人失望，并下调了全年财政前景。</blockquote></p><p> Analysts have started weighing in with downgrades and price target cuts.</p><p><blockquote>分析师已开始考虑下调评级和下调目标价。</blockquote></p><p> Peloton&nbsp;slipped 4.3% Thursday and the stock collapsed 32% in U.S. premarket trading Friday to $59—heading for its lowest levels since July 2020. It’s the latest “pandemic play” stock to come under pressure.</p><p><blockquote>Peloton周四下跌4.3%，该股周五在美国盘前交易中暴跌32%，至59美元，跌至2020年7月以来的最低水平。这是最新一只面临压力的“流行病游戏”股票。</blockquote></p><p> Investment banks Stifel, Truist Securities, and Cowen, as well as investment advisory firm Evercore ISI and research firm MKM Partners, all lowered their price targets for Peloton stock on the back of the company’s earnings.</p><p><blockquote>投资银行Stifel、Truist Securities和Cowen，以及投资咨询公司Evercore ISI和研究公司MKM Partners均因该公司盈利而下调了Peloton股票的目标价。</blockquote></p><p> Peloton reported a net loss of $376 million or $1.25 per share in its latest quarter, delivering a worse performance than the $1.10 per share loss expected by Wall Street. The company, which makes exercise equipment paired with monthly subscriptions, also cut its outlook for revenue this fiscal year—which ends June 2022—to a range of $4.4 billion to $4.8 billion, down from prior guidance of $5.4 billion.</p><p><blockquote>Peloton报告最近一个季度净亏损3.76亿美元，即每股亏损1.25美元，业绩低于华尔街预期的每股亏损1.10美元。该公司生产按月订阅的运动器材，还将截至2022年6月的本财年收入预期下调至44亿美元至48亿美元，低于之前指导的54亿美元。</blockquote></p><p> Truist Securities downgraded Peloton from Buy to Hold and cut its price target on the stock from $130 to $68.</p><p><blockquote>Truist Securities将Peloton的评级从买入下调至持有，并将该股目标价从130美元下调至68美元。</blockquote></p><p> The Truist team, led by Youssef Squali, said its downgrade was primarily driven by softer-than-expected demand for bikes and treadmills this fiscal year, despite lower prices, as a result of consumers’ increased mobility.</p><p><blockquote>由Youssef Squali领导的Truist团队表示，其评级下调主要是由于本财年自行车和跑步机的需求低于预期，尽管消费者流动性增加导致价格下降。</blockquote></p><p> Higher losses as a result of a pinch on margins and a lack of near-term catalysts for investors in the short term added to their view. Beyond June 2022, however, they see favorable trends around home fitness remaining intact, and see Peloton having potential for material growth and margin leverage.</p><p><blockquote>由于利润率紧缩以及投资者短期内缺乏近期催化剂而导致的更高损失加剧了他们的观点。然而，2022年6月之后，他们认为家庭健身的有利趋势保持不变，并认为Peloton具有实质性增长和利润杠杆的潜力。</blockquote></p><p> MKM Partners also downgraded Peloton Friday, from Buy to Neutral, similarly slashing its price target on the shares from $130 to $70.</p><p><blockquote>MKM Partners周五还将Peloton的评级从买入下调至中性，同样将该股目标价从130美元下调至70美元。</blockquote></p><p> Managing director Rohit Kulkarni said they were wrong about how the re-opening and competitive headwinds would impact Peloton’s performance. The research group believes consumer preferences have changed rapidly, and that the company “has as yet seen the entirety of the potential near-term headwind.”</p><p><blockquote>董事总经理Rohit Kulkarni表示，他们对重新开放和竞争阻力将如何影响Peloton业绩的看法是错误的。该研究小组认为，消费者的偏好已经迅速变化，该公司“尚未看到近期潜在的全部阻力”。</blockquote></p><p> “Peloton is going to be in cash-burn mode now.”</p><p><blockquote>“Peloton现在将处于烧钱模式。”</blockquote></p><p> Another downgrade came from Stifel, which changed its rating on Peloton from Buy to Hold and lowered its price target from $120 to $70.</p><p><blockquote>另一个评级下调来自Stifel，该公司将Peloton的评级从买入改为持有，并将目标价从120美元下调至70美元。</blockquote></p><p> Analysts led by Scott W. Devitt said that prior guidance had given them confidence that Peloton could grow through the reopening period, with a new product launch and expansion into international markets as potential catalysts. That’s changed.</p><p><blockquote>以Scott W.Devitt为首的分析师表示，之前的指导让他们相信Peloton可以在重新开放期间实现增长，新产品的推出和向国际市场的扩张是潜在的催化剂。那已经改变了。</blockquote></p><p> “We expect it will take several quarters to determine a more normalized pace of growth, or more skeptically, whether or not the revised outlook is an indication that the core product may be closer to maturity in existing markets than previously thought,” the analysts said. “We see limited near-term upside as Peloton works through this digestion period.”</p><p><blockquote>分析师表示：“我们预计需要几个季度才能确定更加正常化的增长速度，或者更加怀疑修订后的前景是否表明核心产品在现有市场可能比之前想象的更接近成熟。”说。“随着Peloton度过这个消化期，我们认为近期上涨空间有限。”</blockquote></p><p> Meanwhile, Evercore ISI maintained its In Line rating of Peloton and also slashed its price target, from $108 to $72.</p><p><blockquote>与此同时，Evercore ISI维持Peloton的一致评级，并将目标价从108美元下调至72美元。</blockquote></p><p> “Essentially, the company mis-forecasted the magnitude of the impact from reopening economies (and the resulting reduction in consumer demand), ongoing supply chain constraints, cost inflation, and logistics challenges when they initially provided FY’22 guidance last quarter,” the team at Evercore, led by Shweta Khajuria, said Thursday. “We remain on the sidelines.”</p><p><blockquote>“从本质上讲，该公司在上季度最初提供22财年指引时，错误地预测了经济重新开放（以及由此导致的消费者需求减少）、持续的供应链限制、成本通胀和物流挑战的影响程度。”由Shweta Khajuria领导的Evercore团队周四表示。“我们仍然保持观望。”</blockquote></p><p> For its part, Cowen kept its Outperform rating on Peloton but lowered its price target from $130 to $100.</p><p><blockquote>Cowen维持Peloton跑赢大盘的评级，但将目标价从130美元下调至100美元。</blockquote></p><p> The analysts at Cowen, led by John Blackledge, called Peloton’s results solid but noted the downbeat outlook for earnings. That said, they remain firm in their bullish view on the stock.</p><p><blockquote>以John Blackledge为首的Cowen分析师称Peloton的业绩稳健，但指出盈利前景悲观。尽管如此，他们仍然坚定地看好该股。</blockquote></p><p> “Peloton is the clear leader in the emerging connected fitness segment and is poised to expand its addressable market as awareness rises amid its expansion into new hardware &amp; content verticals and international markets,” they wrote Friday.</p><p><blockquote>他们周五写道：“Peloton是新兴互联健身领域的明显领导者，随着其向新的硬件和内容垂直领域以及国际市场扩张的知名度不断提高，Peloton准备扩大其潜在市场。”</blockquote></p><p> Cowen sees demand for convenient fitness options, as well as favorable health and wellness trends, driving multiyear tailwinds.</p><p><blockquote>Cowen看到了对便捷健身选择的需求，以及有利的健康和保健趋势，推动了多年的顺风。</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>Peloton Stock Is in Free Fall. This Is Where Analysts Say the Shares Are Going.<blockquote>Peloton股票正在自由落体。这就是分析师所说的股价走势。</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\">\nPeloton Stock Is in Free Fall. This Is Where Analysts Say the Shares Are Going.<blockquote>Peloton股票正在自由落体。这就是分析师所说的股价走势。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-05 20:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Peloton stock was plunging Friday after its third-quarter earnings disappointed and the company cut its full-year fiscal outlook.</p><p><blockquote>Peloton股价周五暴跌，此前该公司第三季度盈利令人失望，并下调了全年财政前景。</blockquote></p><p> Analysts have started weighing in with downgrades and price target cuts.</p><p><blockquote>分析师已开始考虑下调评级和下调目标价。</blockquote></p><p> Peloton&nbsp;slipped 4.3% Thursday and the stock collapsed 32% in U.S. premarket trading Friday to $59—heading for its lowest levels since July 2020. It’s the latest “pandemic play” stock to come under pressure.</p><p><blockquote>Peloton周四下跌4.3%，该股周五在美国盘前交易中暴跌32%，至59美元，跌至2020年7月以来的最低水平。这是最新一只面临压力的“流行病游戏”股票。</blockquote></p><p> Investment banks Stifel, Truist Securities, and Cowen, as well as investment advisory firm Evercore ISI and research firm MKM Partners, all lowered their price targets for Peloton stock on the back of the company’s earnings.</p><p><blockquote>投资银行Stifel、Truist Securities和Cowen，以及投资咨询公司Evercore ISI和研究公司MKM Partners均因该公司盈利而下调了Peloton股票的目标价。</blockquote></p><p> Peloton reported a net loss of $376 million or $1.25 per share in its latest quarter, delivering a worse performance than the $1.10 per share loss expected by Wall Street. The company, which makes exercise equipment paired with monthly subscriptions, also cut its outlook for revenue this fiscal year—which ends June 2022—to a range of $4.4 billion to $4.8 billion, down from prior guidance of $5.4 billion.</p><p><blockquote>Peloton报告最近一个季度净亏损3.76亿美元，即每股亏损1.25美元，业绩低于华尔街预期的每股亏损1.10美元。该公司生产按月订阅的运动器材，还将截至2022年6月的本财年收入预期下调至44亿美元至48亿美元，低于之前指导的54亿美元。</blockquote></p><p> Truist Securities downgraded Peloton from Buy to Hold and cut its price target on the stock from $130 to $68.</p><p><blockquote>Truist Securities将Peloton的评级从买入下调至持有，并将该股目标价从130美元下调至68美元。</blockquote></p><p> The Truist team, led by Youssef Squali, said its downgrade was primarily driven by softer-than-expected demand for bikes and treadmills this fiscal year, despite lower prices, as a result of consumers’ increased mobility.</p><p><blockquote>由Youssef Squali领导的Truist团队表示，其评级下调主要是由于本财年自行车和跑步机的需求低于预期，尽管消费者流动性增加导致价格下降。</blockquote></p><p> Higher losses as a result of a pinch on margins and a lack of near-term catalysts for investors in the short term added to their view. Beyond June 2022, however, they see favorable trends around home fitness remaining intact, and see Peloton having potential for material growth and margin leverage.</p><p><blockquote>由于利润率紧缩以及投资者短期内缺乏近期催化剂而导致的更高损失加剧了他们的观点。然而，2022年6月之后，他们认为家庭健身的有利趋势保持不变，并认为Peloton具有实质性增长和利润杠杆的潜力。</blockquote></p><p> MKM Partners also downgraded Peloton Friday, from Buy to Neutral, similarly slashing its price target on the shares from $130 to $70.</p><p><blockquote>MKM Partners周五还将Peloton的评级从买入下调至中性，同样将该股目标价从130美元下调至70美元。</blockquote></p><p> Managing director Rohit Kulkarni said they were wrong about how the re-opening and competitive headwinds would impact Peloton’s performance. The research group believes consumer preferences have changed rapidly, and that the company “has as yet seen the entirety of the potential near-term headwind.”</p><p><blockquote>董事总经理Rohit Kulkarni表示，他们对重新开放和竞争阻力将如何影响Peloton业绩的看法是错误的。该研究小组认为，消费者的偏好已经迅速变化，该公司“尚未看到近期潜在的全部阻力”。</blockquote></p><p> “Peloton is going to be in cash-burn mode now.”</p><p><blockquote>“Peloton现在将处于烧钱模式。”</blockquote></p><p> Another downgrade came from Stifel, which changed its rating on Peloton from Buy to Hold and lowered its price target from $120 to $70.</p><p><blockquote>另一个评级下调来自Stifel，该公司将Peloton的评级从买入改为持有，并将目标价从120美元下调至70美元。</blockquote></p><p> Analysts led by Scott W. Devitt said that prior guidance had given them confidence that Peloton could grow through the reopening period, with a new product launch and expansion into international markets as potential catalysts. That’s changed.</p><p><blockquote>以Scott W.Devitt为首的分析师表示，之前的指导让他们相信Peloton可以在重新开放期间实现增长，新产品的推出和向国际市场的扩张是潜在的催化剂。那已经改变了。</blockquote></p><p> “We expect it will take several quarters to determine a more normalized pace of growth, or more skeptically, whether or not the revised outlook is an indication that the core product may be closer to maturity in existing markets than previously thought,” the analysts said. “We see limited near-term upside as Peloton works through this digestion period.”</p><p><blockquote>分析师表示：“我们预计需要几个季度才能确定更加正常化的增长速度，或者更加怀疑修订后的前景是否表明核心产品在现有市场可能比之前想象的更接近成熟。”说。“随着Peloton度过这个消化期，我们认为近期上涨空间有限。”</blockquote></p><p> Meanwhile, Evercore ISI maintained its In Line rating of Peloton and also slashed its price target, from $108 to $72.</p><p><blockquote>与此同时，Evercore ISI维持Peloton的一致评级，并将目标价从108美元下调至72美元。</blockquote></p><p> “Essentially, the company mis-forecasted the magnitude of the impact from reopening economies (and the resulting reduction in consumer demand), ongoing supply chain constraints, cost inflation, and logistics challenges when they initially provided FY’22 guidance last quarter,” the team at Evercore, led by Shweta Khajuria, said Thursday. “We remain on the sidelines.”</p><p><blockquote>“从本质上讲，该公司在上季度最初提供22财年指引时，错误地预测了经济重新开放（以及由此导致的消费者需求减少）、持续的供应链限制、成本通胀和物流挑战的影响程度。”由Shweta Khajuria领导的Evercore团队周四表示。“我们仍然保持观望。”</blockquote></p><p> For its part, Cowen kept its Outperform rating on Peloton but lowered its price target from $130 to $100.</p><p><blockquote>Cowen维持Peloton跑赢大盘的评级，但将目标价从130美元下调至100美元。</blockquote></p><p> The analysts at Cowen, led by John Blackledge, called Peloton’s results solid but noted the downbeat outlook for earnings. That said, they remain firm in their bullish view on the stock.</p><p><blockquote>以John Blackledge为首的Cowen分析师称Peloton的业绩稳健，但指出盈利前景悲观。尽管如此，他们仍然坚定地看好该股。</blockquote></p><p> “Peloton is the clear leader in the emerging connected fitness segment and is poised to expand its addressable market as awareness rises amid its expansion into new hardware &amp; content verticals and international markets,” they wrote Friday.</p><p><blockquote>他们周五写道：“Peloton是新兴互联健身领域的明显领导者，随着其向新的硬件和内容垂直领域以及国际市场扩张的知名度不断提高，Peloton准备扩大其潜在市场。”</blockquote></p><p> Cowen sees demand for convenient fitness options, as well as favorable health and wellness trends, driving multiyear tailwinds.</p><p><blockquote>Cowen看到了对便捷健身选择的需求，以及有利的健康和保健趋势，推动了多年的顺风。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/peloton-stock-is-in-free-fall-heres-where-analysts-say-the-shares-are-going-51636112051?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":{"PTON":"Peloton Interactive, Inc."},"source_url":"https://www.barrons.com/articles/peloton-stock-is-in-free-fall-heres-where-analysts-say-the-shares-are-going-51636112051?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176744367","content_text":"Peloton stock was plunging Friday after its third-quarter earnings disappointed and the company cut its full-year fiscal outlook.\nAnalysts have started weighing in with downgrades and price target cuts.\nPeloton slipped 4.3% Thursday and the stock collapsed 32% in U.S. premarket trading Friday to $59—heading for its lowest levels since July 2020. It’s the latest “pandemic play” stock to come under pressure.\nInvestment banks Stifel, Truist Securities, and Cowen, as well as investment advisory firm Evercore ISI and research firm MKM Partners, all lowered their price targets for Peloton stock on the back of the company’s earnings.\nPeloton reported a net loss of $376 million or $1.25 per share in its latest quarter, delivering a worse performance than the $1.10 per share loss expected by Wall Street. The company, which makes exercise equipment paired with monthly subscriptions, also cut its outlook for revenue this fiscal year—which ends June 2022—to a range of $4.4 billion to $4.8 billion, down from prior guidance of $5.4 billion.\nTruist Securities downgraded Peloton from Buy to Hold and cut its price target on the stock from $130 to $68.\nThe Truist team, led by Youssef Squali, said its downgrade was primarily driven by softer-than-expected demand for bikes and treadmills this fiscal year, despite lower prices, as a result of consumers’ increased mobility.\nHigher losses as a result of a pinch on margins and a lack of near-term catalysts for investors in the short term added to their view. Beyond June 2022, however, they see favorable trends around home fitness remaining intact, and see Peloton having potential for material growth and margin leverage.\nMKM Partners also downgraded Peloton Friday, from Buy to Neutral, similarly slashing its price target on the shares from $130 to $70.\nManaging director Rohit Kulkarni said they were wrong about how the re-opening and competitive headwinds would impact Peloton’s performance. The research group believes consumer preferences have changed rapidly, and that the company “has as yet seen the entirety of the potential near-term headwind.”\n“Peloton is going to be in cash-burn mode now.”\nAnother downgrade came from Stifel, which changed its rating on Peloton from Buy to Hold and lowered its price target from $120 to $70.\nAnalysts led by Scott W. Devitt said that prior guidance had given them confidence that Peloton could grow through the reopening period, with a new product launch and expansion into international markets as potential catalysts. That’s changed.\n“We expect it will take several quarters to determine a more normalized pace of growth, or more skeptically, whether or not the revised outlook is an indication that the core product may be closer to maturity in existing markets than previously thought,” the analysts said. “We see limited near-term upside as Peloton works through this digestion period.”\nMeanwhile, Evercore ISI maintained its In Line rating of Peloton and also slashed its price target, from $108 to $72.\n“Essentially, the company mis-forecasted the magnitude of the impact from reopening economies (and the resulting reduction in consumer demand), ongoing supply chain constraints, cost inflation, and logistics challenges when they initially provided FY’22 guidance last quarter,” the team at Evercore, led by Shweta Khajuria, said Thursday. “We remain on the sidelines.”\nFor its part, Cowen kept its Outperform rating on Peloton but lowered its price target from $130 to $100.\nThe analysts at Cowen, led by John Blackledge, called Peloton’s results solid but noted the downbeat outlook for earnings. That said, they remain firm in their bullish view on the stock.\n“Peloton is the clear leader in the emerging connected fitness segment and is poised to expand its addressable market as awareness rises amid its expansion into new hardware & content verticals and international markets,” they wrote Friday.\nCowen sees demand for convenient fitness options, as well as favorable health and wellness trends, driving multiyear tailwinds.","news_type":1,"symbols_score_info":{"PTON":0.9}},"isVote":1,"tweetType":1,"viewCount":2478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828432621,"gmtCreate":1633933942940,"gmtModify":1633933942940,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561779703230954","authorIdStr":"3561779703230954"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828432621","repostId":"1120320700","repostType":4,"repost":{"id":"1120320700","kind":"news","pubTimestamp":1633931786,"share":"https://www.laohu8.com/m/news/1120320700?lang=zh_CN&edition=full","pubTime":"2021-10-11 13:56","market":"us","language":"en","title":"Alibaba Skyrockets 8% In Hong Kong As Meituan Regulatory Fine Fuels Market-Wide Optmisim<blockquote>美团-W监管细则刺激全市场乐观情绪，阿里巴巴-SW股价飙升8%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120320700","media":"Benzinga","summary":"Shares of Meituan, Alibaba Group Holding Limited, JD.Com Inc., Baidu Inc, Tencent Holdings, and BYDC","content":"<p><div> Shares of Meituan, Alibaba Group Holding Limited, JD.Com Inc., Baidu Inc, Tencent Holdings, and BYDCo are all trading higher in Hong Kong on Monday. What Happened: Shares of food delivery giant ...</p><p><blockquote><div>美团-W、阿里巴巴-SW集团控股有限公司、京东公司、百度公司、腾讯控股控股和比亚迪公司的股价周一在港均走高。发生了什么：食品配送巨头的股票...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/10/23313093/alibaba-skyrockets-8-in-hong-kong-as-meituan-regulatory-fine-fuels-market-wide-optmisim\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/10/23313093/alibaba-skyrockets-8-in-hong-kong-as-meituan-regulatory-fine-fuels-market-wide-optmisim\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Skyrockets 8% In Hong Kong As Meituan Regulatory Fine Fuels Market-Wide Optmisim<blockquote>美团-W监管细则刺激全市场乐观情绪，阿里巴巴-SW股价飙升8%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Skyrockets 8% In Hong Kong As Meituan Regulatory Fine Fuels Market-Wide Optmisim<blockquote>美团-W监管细则刺激全市场乐观情绪，阿里巴巴-SW股价飙升8%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-10-11 13:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Shares of Meituan, Alibaba Group Holding Limited, JD.Com Inc., Baidu Inc, Tencent Holdings, and BYDCo are all trading higher in Hong Kong on Monday. What Happened: Shares of food delivery giant ...</p><p><blockquote><div>美团-W、阿里巴巴-SW集团控股有限公司、京东公司、百度公司、腾讯控股控股和比亚迪公司的股价周一在港均走高。发生了什么：食品配送巨头的股票...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/10/23313093/alibaba-skyrockets-8-in-hong-kong-as-meituan-regulatory-fine-fuels-market-wide-optmisim\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/10/23313093/alibaba-skyrockets-8-in-hong-kong-as-meituan-regulatory-fine-fuels-market-wide-optmisim\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/10/23313093/alibaba-skyrockets-8-in-hong-kong-as-meituan-regulatory-fine-fuels-market-wide-optmisim\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","03690":"美团-W","MPNGY":"美团ADR","09888":"百度集团-SW","JD":"京东","00700":"腾讯控股"},"source_url":"https://www.benzinga.com/news/21/10/23313093/alibaba-skyrockets-8-in-hong-kong-as-meituan-regulatory-fine-fuels-market-wide-optmisim","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120320700","content_text":"Shares of Meituan, Alibaba Group Holding Limited, JD.Com Inc., Baidu Inc, Tencent Holdings, and BYDCo are all trading higher in Hong Kong on Monday.\nWhat Happened: Shares of food delivery giant Meituan are trading 8.75% higher at HKD 278.40 after China fined the company $530 million for antitrust violations on Friday, the second such regulatory fine so far this year.\nChinese e-commerce giant Alibaba’s shares traded almost 8.81% higher at HKD 169.20 in Hong Kong, while e-commerce company JD.Com’s shares are up 4.93% to HKD 310.80 and Baidu shares are up 5.8% at HKD 161.80.\nBYD shares were up 5.82% at HKD 257.60 on Monday.","news_type":1,"symbols_score_info":{"00700":0.9,"03690":0.9,"BABA":0.9,"JD":0.9,"09888":0.9,"MPNGY":0.9}},"isVote":1,"tweetType":1,"viewCount":2191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821240866,"gmtCreate":1633751409833,"gmtModify":1633751409969,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561779703230954","authorIdStr":"3561779703230954"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821240866","repostId":"1167388174","repostType":4,"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821191377,"gmtCreate":1633703540188,"gmtModify":1633703540333,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561779703230954","authorIdStr":"3561779703230954"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>To the moon!!!! [Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>To the moon!!!! [Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"$Tiger Brokers(TIGR)$To the moon!!!! [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821191377","isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821973028,"gmtCreate":1633693145292,"gmtModify":1633693145427,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561779703230954","authorIdStr":"3561779703230954"},"themes":[],"htmlText":"Helpo","listText":"Helpo","text":"Helpo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821973028","repostId":"2173231129","repostType":4,"isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823369655,"gmtCreate":1633584562107,"gmtModify":1633584616069,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561779703230954","authorIdStr":"3561779703230954"},"themes":[],"htmlText":"M","listText":"M","text":"M","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823369655","repostId":"2173945273","repostType":4,"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823360730,"gmtCreate":1633584487950,"gmtModify":1633584615288,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561779703230954","authorIdStr":"3561779703230954"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823360730","repostId":"2173948607","repostType":4,"repost":{"id":"2173948607","kind":"highlight","pubTimestamp":1633570746,"share":"https://www.laohu8.com/m/news/2173948607?lang=zh_CN&edition=full","pubTime":"2021-10-07 09:39","market":"us","language":"en","title":"Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2173948607","media":"MarketWatch","summary":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge. Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enoug","content":"<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge</p><p><blockquote>瑞银预计，随着航运、原材料和工资成本飙升，定价权将变得更加重要</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9666acc8b6cbedd5fb585565a168bcf\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片</span></p></blockquote></p><p> Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.</p><p><blockquote>随着第三季度财报季的临近，通胀和供应问题是华尔街最热门的词汇之一，投资者等着看哪些公司最擅长管理飙升的成本压力和航运中断。</blockquote></p><p> UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.</p><p><blockquote>瑞银策略师认为，应对这些不利因素的最佳方法之一是公司提高价格，但并非所有公司都能提高价格，从而在不失去客户的情况下产生真正的影响。</blockquote></p><p> A number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc.&nbsp;and Dollar Tree Inc..</p><p><blockquote>鉴于成本上升和供应链中断，不同行业的许多公司已经下调了前瞻性指引，如联邦快递公司、如新企业公司和美元树公司..</blockquote></p><p> Third-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&amp;P 500 companies&nbsp;expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.</p><p><blockquote>第三季度财报季将于下周正式拉开帷幕，标普500公司的每股收益总额预计将同比增长约27%，销售额将同比增长约15%。</blockquote></p><p> “Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.</p><p><blockquote>瑞银策略师本周在给客户的一份报告中写道：“随着运输成本飙升、原材料上涨、供应链问题和工资增长加速，定价能力应该成为相对回报的一个更加重要的主题。”</blockquote></p><p> So the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.</p><p><blockquote>因此，由基思·帕克（Keith Parker）领导的策略师要求瑞银（UBS）33个行业的分析师找出相对定价能力最强的公司。分析师还被要求根据瑞银股票策略在定价能力、利润率势头和投入成本敞口方面的综合得分，选出在各自行业中得分排名前三分之一的公司；拥有“买入”评级；并且股票的价格目标至少有10%的上涨潜力。</blockquote></p><p> Here are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:</p><p><blockquote>以下是瑞银名单上的10只“信念坚定、定价能力强的股票”，它们比分析师的股价目标至少有20%的上涨空间，按字母顺序排列：</blockquote></p><p> <ul>  <li>Advance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.</li> </ul> “The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”</p><p><blockquote><ul><li>Advance Auto Parts Inc.，目标价为255美元，这意味着周三下午交易的价格有约21%的上涨空间。分析师迈克尔·拉瑟(Michael Lasser)表示，他认为这家汽车零部件公司(AAP)的售后市场基本面处于强势地位，流动性的逐步增加和重返办公室工作应该会推动车辆行驶里程的进一步恢复。</li></ul>“汽车零部件行业传统上拥有强大的定价权，能够将价格上涨转嫁给客户，”拉塞尔写道。“此外，AAP在市场的商业领域也拥有最大的敞口，这一点受到了更多的青睐。”</blockquote></p><p> <ul>  <li>Apple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.</li> </ul> “End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.</p><p><blockquote><ul><li>苹果公司的目标价为175美元，意味着24%的上涨空间。分析师David Vogt表示，瑞银调查显示客户对苹果产品的满意度很高，其技术能力的结合表明，这家个人电脑和智能手机巨头的品牌资产应该会推动电池电动汽车(BEV)市场的采用。</li></ul>沃格特写道：“尽管产品采购/产量增加，但终端市场需求逐年改善，导致‘等待时间’增加。”关于纯电动汽车市场，Vogt表示，虽然苹果不是先行者，但“其大量资源应该使该公司成为‘快速追随者’”，类似于2007年进入智能手机市场时。</blockquote></p><p> <ul>  <li>CME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.</li> </ul> “As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.</p><p><blockquote><ul><li>CME Group Inc.，目标价为245美元，意味着上涨23%。分析师Alex Kramm表示，该衍生品交易平台受益于全球扩张、创新、期权的采用和定价。他认为监管可以为增长提供推动力。</li></ul>克拉姆写道：“作为一家主要的美国期货企业，芝商所在该领域享有最高的进入壁垒。”</blockquote></p><p> <ul>  <li>Danaher Corp.&nbsp;has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.</li> </ul> “DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.</p><p><blockquote><ul><li>丹纳赫公司的目标价为365美元，这意味着22%的上涨空间。分析师John Sourbeer认为，医疗产品和服务公司(DHR)在生命科学工具和服务领域“处于非常有利的地位”，因为新冠病毒检测应该比同行好得多，而且疫苗和治疗机会似乎是持久的。</li></ul>Sourbeer写道：“DHR销售引擎能够主动识别潜在定价压力的领域，并[成功地]引导客户购买高价值产品。”</blockquote></p><p></p><p> <ul>  <li>EOG Resources Inc.&nbsp;has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.</li> </ul> “Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”</p><p><blockquote><ul><li>EOG Resources Inc.的目标股价为119美元，上涨38%。分析师劳埃德·伯恩(Lloyd Byrne)鉴于由于钻井天数减少、部署“超级拉链压裂”和合同谈判，预计2022年油井成本将持平或下降，这家石油和天然气勘探公司处于有利地位，可以缓解明年预计的通胀压力。较低的利率。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最佳控制成本来保持利润的公司处于更有利的地位，”伯恩写道。“EOG比大多数公司处于更有利的地位，因为它积极主动地降低投入和服务成本，同时在运营方面表现出色。”</blockquote></p><p> <ul>  <li>Extra Space Storage Inc.’s&nbsp;stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.</li> </ul> “Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”</p><p><blockquote><ul><li>Extra Space Storage Inc.的目标股价为210美元，意味着上涨24%。分析师迈克尔·戈德史密斯表示，他认为强劲的潜在需求，加上供应增长放缓，将支撑租金增长。</li></ul>戈德史密斯写道：“对自助存储的强劲需求和较高的入住率，加上其非自由支配的性质，增加了运营商的定价能力。”“运营商正在向新客户展示他们的定价权，现有客户的租金每9-12个月上涨一次。”</blockquote></p><p> <ul>  <li>Generac Holdings Inc.&nbsp;has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc.&nbsp;and Enphase Energy Inc..</li> </ul> “Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.</p><p><blockquote><ul><li>Generac Holdings Inc.的目标价为500美元，这意味着上涨23%。分析师Jon Windham认为，这家发电设备制造商的竞争优势在于其客户获取平台，这将使其能够从现有企业SolarEdge Technologies Inc.和Enphase Energy Inc.手中夺取市场份额。</li></ul>温德姆写道：“主导市场份额（约80%）和对家庭备用电源的强劲需求隔离了本已很高的住宅产品利润率。”</blockquote></p><p> <ul>  <li>Nike Inc.’s&nbsp;price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.</li> </ul> “We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.</p><p><blockquote><ul><li>耐克公司185美元的目标价意味着24%的上涨空间。分析师Jay Sole表示，瑞银的调查和定价数据显示，耐克品牌目前在全球关注度排名第一，这家运动服装和配饰公司有很大的空间减少促销活动。</li></ul>Sole写道：“我们认为市场并没有完全理解耐克在产品创新、供应链和电子商务方面的投资如何协同推动销量增长和[平均售价]上涨。”</blockquote></p><p> <ul>  <li>Salesforce.com Inc.&nbsp;has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.</li> </ul> “Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.</p><p><blockquote><ul><li>Salesforce.com Inc.的目标股价为330美元，这意味着20%的上涨潜力。分析师Karl Keirstead表示，这家客户关系管理软件公司似乎正在远远超越之前营业利润率扩张有限的时代，并致力于提高年度营业利润率。</li></ul>“重要的是，利润率前景改善背后的驱动因素在我们看来是可持续的，营收表现出色，永久转向WFH（在家工作）和基于Zoom的客户互动，以及内部更新的费用纪律……这是三个最大的驱动因素，”凯尔斯泰德写道。</blockquote></p><p> <ul>  <li>Teleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.</li> </ul> Taylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.</p><p><blockquote><ul><li>Teleflex Inc.的目标价为480美元，意味着上涨28%。分析师马修·泰勒表示，这家医疗技术产品公司生产了许多不为人所知的廉价产品，这给了他们提高价格的机会。</li></ul>泰勒表示，鉴于该公司在必要程序和选择性程序方面的影响力，他相信从长远来看，利润率可能会“显着提高”，而在大流行后的世界中，这些程序应该会迅速恢复。</blockquote></p><p></p>","source":"lsy1603348471595","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>Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</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\">\nHere are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-07 09:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge</p><p><blockquote>瑞银预计，随着航运、原材料和工资成本飙升，定价权将变得更加重要</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9666acc8b6cbedd5fb585565a168bcf\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片</span></p></blockquote></p><p> Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.</p><p><blockquote>随着第三季度财报季的临近，通胀和供应问题是华尔街最热门的词汇之一，投资者等着看哪些公司最擅长管理飙升的成本压力和航运中断。</blockquote></p><p> UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.</p><p><blockquote>瑞银策略师认为，应对这些不利因素的最佳方法之一是公司提高价格，但并非所有公司都能提高价格，从而在不失去客户的情况下产生真正的影响。</blockquote></p><p> A number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc.&nbsp;and Dollar Tree Inc..</p><p><blockquote>鉴于成本上升和供应链中断，不同行业的许多公司已经下调了前瞻性指引，如联邦快递公司、如新企业公司和美元树公司..</blockquote></p><p> Third-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&amp;P 500 companies&nbsp;expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.</p><p><blockquote>第三季度财报季将于下周正式拉开帷幕，标普500公司的每股收益总额预计将同比增长约27%，销售额将同比增长约15%。</blockquote></p><p> “Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.</p><p><blockquote>瑞银策略师本周在给客户的一份报告中写道：“随着运输成本飙升、原材料上涨、供应链问题和工资增长加速，定价能力应该成为相对回报的一个更加重要的主题。”</blockquote></p><p> So the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.</p><p><blockquote>因此，由基思·帕克（Keith Parker）领导的策略师要求瑞银（UBS）33个行业的分析师找出相对定价能力最强的公司。分析师还被要求根据瑞银股票策略在定价能力、利润率势头和投入成本敞口方面的综合得分，选出在各自行业中得分排名前三分之一的公司；拥有“买入”评级；并且股票的价格目标至少有10%的上涨潜力。</blockquote></p><p> Here are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:</p><p><blockquote>以下是瑞银名单上的10只“信念坚定、定价能力强的股票”，它们比分析师的股价目标至少有20%的上涨空间，按字母顺序排列：</blockquote></p><p> <ul>  <li>Advance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.</li> </ul> “The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”</p><p><blockquote><ul><li>Advance Auto Parts Inc.，目标价为255美元，这意味着周三下午交易的价格有约21%的上涨空间。分析师迈克尔·拉瑟(Michael Lasser)表示，他认为这家汽车零部件公司(AAP)的售后市场基本面处于强势地位，流动性的逐步增加和重返办公室工作应该会推动车辆行驶里程的进一步恢复。</li></ul>“汽车零部件行业传统上拥有强大的定价权，能够将价格上涨转嫁给客户，”拉塞尔写道。“此外，AAP在市场的商业领域也拥有最大的敞口，这一点受到了更多的青睐。”</blockquote></p><p> <ul>  <li>Apple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.</li> </ul> “End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.</p><p><blockquote><ul><li>苹果公司的目标价为175美元，意味着24%的上涨空间。分析师David Vogt表示，瑞银调查显示客户对苹果产品的满意度很高，其技术能力的结合表明，这家个人电脑和智能手机巨头的品牌资产应该会推动电池电动汽车(BEV)市场的采用。</li></ul>沃格特写道：“尽管产品采购/产量增加，但终端市场需求逐年改善，导致‘等待时间’增加。”关于纯电动汽车市场，Vogt表示，虽然苹果不是先行者，但“其大量资源应该使该公司成为‘快速追随者’”，类似于2007年进入智能手机市场时。</blockquote></p><p> <ul>  <li>CME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.</li> </ul> “As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.</p><p><blockquote><ul><li>CME Group Inc.，目标价为245美元，意味着上涨23%。分析师Alex Kramm表示，该衍生品交易平台受益于全球扩张、创新、期权的采用和定价。他认为监管可以为增长提供推动力。</li></ul>克拉姆写道：“作为一家主要的美国期货企业，芝商所在该领域享有最高的进入壁垒。”</blockquote></p><p> <ul>  <li>Danaher Corp.&nbsp;has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.</li> </ul> “DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.</p><p><blockquote><ul><li>丹纳赫公司的目标价为365美元，这意味着22%的上涨空间。分析师John Sourbeer认为，医疗产品和服务公司(DHR)在生命科学工具和服务领域“处于非常有利的地位”，因为新冠病毒检测应该比同行好得多，而且疫苗和治疗机会似乎是持久的。</li></ul>Sourbeer写道：“DHR销售引擎能够主动识别潜在定价压力的领域，并[成功地]引导客户购买高价值产品。”</blockquote></p><p></p><p> <ul>  <li>EOG Resources Inc.&nbsp;has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.</li> </ul> “Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”</p><p><blockquote><ul><li>EOG Resources Inc.的目标股价为119美元，上涨38%。分析师劳埃德·伯恩(Lloyd Byrne)鉴于由于钻井天数减少、部署“超级拉链压裂”和合同谈判，预计2022年油井成本将持平或下降，这家石油和天然气勘探公司处于有利地位，可以缓解明年预计的通胀压力。较低的利率。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最佳控制成本来保持利润的公司处于更有利的地位，”伯恩写道。“EOG比大多数公司处于更有利的地位，因为它积极主动地降低投入和服务成本，同时在运营方面表现出色。”</blockquote></p><p> <ul>  <li>Extra Space Storage Inc.’s&nbsp;stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.</li> </ul> “Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”</p><p><blockquote><ul><li>Extra Space Storage Inc.的目标股价为210美元，意味着上涨24%。分析师迈克尔·戈德史密斯表示，他认为强劲的潜在需求，加上供应增长放缓，将支撑租金增长。</li></ul>戈德史密斯写道：“对自助存储的强劲需求和较高的入住率，加上其非自由支配的性质，增加了运营商的定价能力。”“运营商正在向新客户展示他们的定价权，现有客户的租金每9-12个月上涨一次。”</blockquote></p><p> <ul>  <li>Generac Holdings Inc.&nbsp;has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc.&nbsp;and Enphase Energy Inc..</li> </ul> “Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.</p><p><blockquote><ul><li>Generac Holdings Inc.的目标价为500美元，这意味着上涨23%。分析师Jon Windham认为，这家发电设备制造商的竞争优势在于其客户获取平台，这将使其能够从现有企业SolarEdge Technologies Inc.和Enphase Energy Inc.手中夺取市场份额。</li></ul>温德姆写道：“主导市场份额（约80%）和对家庭备用电源的强劲需求隔离了本已很高的住宅产品利润率。”</blockquote></p><p> <ul>  <li>Nike Inc.’s&nbsp;price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.</li> </ul> “We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.</p><p><blockquote><ul><li>耐克公司185美元的目标价意味着24%的上涨空间。分析师Jay Sole表示，瑞银的调查和定价数据显示，耐克品牌目前在全球关注度排名第一，这家运动服装和配饰公司有很大的空间减少促销活动。</li></ul>Sole写道：“我们认为市场并没有完全理解耐克在产品创新、供应链和电子商务方面的投资如何协同推动销量增长和[平均售价]上涨。”</blockquote></p><p> <ul>  <li>Salesforce.com Inc.&nbsp;has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.</li> </ul> “Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.</p><p><blockquote><ul><li>Salesforce.com Inc.的目标股价为330美元，这意味着20%的上涨潜力。分析师Karl Keirstead表示，这家客户关系管理软件公司似乎正在远远超越之前营业利润率扩张有限的时代，并致力于提高年度营业利润率。</li></ul>“重要的是，利润率前景改善背后的驱动因素在我们看来是可持续的，营收表现出色，永久转向WFH（在家工作）和基于Zoom的客户互动，以及内部更新的费用纪律……这是三个最大的驱动因素，”凯尔斯泰德写道。</blockquote></p><p> <ul>  <li>Teleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.</li> </ul> Taylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.</p><p><blockquote><ul><li>Teleflex Inc.的目标价为480美元，意味着上涨28%。分析师马修·泰勒表示，这家医疗技术产品公司生产了许多不为人所知的廉价产品，这给了他们提高价格的机会。</li></ul>泰勒表示，鉴于该公司在必要程序和选择性程序方面的影响力，他相信从长远来看，利润率可能会“显着提高”，而在大流行后的世界中，这些程序应该会迅速恢复。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","CME":"芝加哥商品交易所","NUS":"如新集团","EXR":"Extra Space Storage Inc","KO":"可口可乐","AAPL":"苹果","SBAC":"SBA通信","CHTR":"特许通讯","DHR":"丹纳赫","GNRC":"Generac控股","CRM":"赛富时","FDX":"联邦快递","USB":"美国合众银行","AEE":"阿曼瑞恩","EOG":"依欧格资源","ENPH":"Enphase Energy","DLTR":"美元树公司","SEDG":"SolarEdge Technologies, Inc.","AAP":"Advance Auto Parts Inc"},"source_url":"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173948607","content_text":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge\nGetty Images\nInflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.\nUBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.\nA number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc. and Dollar Tree Inc..\nThird-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&P 500 companies expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.\n“Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.\nSo the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.\nHere are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:\n\nAdvance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.\n\n“The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”\n\nApple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.\n\n“End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.\n\nCME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.\n\n“As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.\n\nDanaher Corp. has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.\n\n“DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.\n\nEOG Resources Inc. has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.\n\n“Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”\n\nExtra Space Storage Inc.’s stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.\n\n“Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”\n\nGenerac Holdings Inc. has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc. and Enphase Energy Inc..\n\n“Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.\n\nNike Inc.’s price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.\n\n“We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.\n\nSalesforce.com Inc. has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.\n\n“Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.\n\nTeleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.\n\nTaylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.","news_type":1,"symbols_score_info":{"FDX":0.9,"AEE":0.9,"AAPL":0.9,"NUS":0.9,"EOG":0.9,"EXR":0.9,"CME":0.9,"ENPH":0.9,"DLTR":0.9,"KO":0.9,"GNRC":0.9,"CHTR":0.9,"SBAC":0.9,"NKE":0.9,"SEDG":0.9,"DHR":0.9,"CRM":0.9,"AAP":0.9,"USB":0.9}},"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866860916,"gmtCreate":1632753675835,"gmtModify":1632798071608,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561779703230954","authorIdStr":"3561779703230954"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866860916","repostId":"2170162805","repostType":4,"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860882908,"gmtCreate":1632152205304,"gmtModify":1632802465289,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561779703230954","authorIdStr":"3561779703230954"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/860882908","repostId":"2168683608","repostType":4,"repost":{"id":"2168683608","kind":"highlight","pubTimestamp":1632149100,"share":"https://www.laohu8.com/m/news/2168683608?lang=zh_CN&edition=full","pubTime":"2021-09-20 22:45","market":"us","language":"en","title":"Allvue Systems looks to raise up to $291 million as IPO terms are set<blockquote>随着IPO条款的确定，Allvue Systems希望筹集至多2.91亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2168683608","media":"MarketWatch","summary":"Allvue Systems Holdings Inc. has set terms of its initial public offering, in which the Florida-base","content":"<p>Allvue Systems Holdings Inc. has set terms of its initial public offering, in which the Florida-based technology provider for investment managers looks to raise up to $290.7 million. The company is offering 15.3 million Class A shares in the IPO, which is expected to price between $17 and $19 a share.</p><p><blockquote>Allvue Systems Holdings Inc.已经制定了首次公开募股的条款，这家总部位于佛罗里达州的投资管理技术提供商希望筹集至多2.907亿美元的资金。该公司将在IPO中发行1530万股A类股票，预计定价在每股17美元至19美元之间。</blockquote></p><p> The company expects to have 50.13 million Class A shares and 35.09 million Class V shares outstanding after the IPO, which could value the company at up to $1.62 billion at the IPO pricing.</p><p><blockquote>该公司预计IPO后将有5013万股A类股和3509万股V类股已发行，按IPO定价计算，该公司估值可能高达16.2亿美元。</blockquote></p><p> The stock is expected to list on the NYSE under the ticker symbol \"ALVU.\" Goldman Sachs, Barclays and Credit Suisse are the lead underwriters. The company recorded a net loss of $20.8 million on revenue of $71.3 million for the six months ended June 30, after a loss of $14.5 million on revenue of $62.5 million in the same period a year ago.</p><p><blockquote>该股预计将在纽约证券交易所上市，股票代码为“ALVU”。高盛、巴克莱和瑞士信贷是主承销商。截至6月30日的六个月，该公司净亏损2080万美元，营收7130万美元，去年同期亏损1450万美元，营收6250万美元。</blockquote></p><p> The company is looking to go public at a time that the <a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a> <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> has gained 5.1% over the past three months, while the S&amp;P 500 has tacked on 4.7%.</p><p><blockquote>该公司希望在<a href=\"https://laohu8.com/S/IPO\">文艺复兴IPO ETF</a><a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a>过去三个月上涨了5.1%，而标普500上涨了4.7%。</blockquote></p><p></p>","source":"lsy1603348471595","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>Allvue Systems looks to raise up to $291 million as IPO terms are set<blockquote>随着IPO条款的确定，Allvue Systems希望筹集至多2.91亿美元</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{ 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\">\nAllvue Systems looks to raise up to $291 million as IPO terms are set<blockquote>随着IPO条款的确定，Allvue Systems希望筹集至多2.91亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-09-20 22:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Allvue Systems Holdings Inc. has set terms of its initial public offering, in which the Florida-based technology provider for investment managers looks to raise up to $290.7 million. The company is offering 15.3 million Class A shares in the IPO, which is expected to price between $17 and $19 a share.</p><p><blockquote>Allvue Systems Holdings Inc.已经制定了首次公开募股的条款，这家总部位于佛罗里达州的投资管理技术提供商希望筹集至多2.907亿美元的资金。该公司将在IPO中发行1530万股A类股票，预计定价在每股17美元至19美元之间。</blockquote></p><p> The company expects to have 50.13 million Class A shares and 35.09 million Class V shares outstanding after the IPO, which could value the company at up to $1.62 billion at the IPO pricing.</p><p><blockquote>该公司预计IPO后将有5013万股A类股和3509万股V类股已发行，按IPO定价计算，该公司估值可能高达16.2亿美元。</blockquote></p><p> The stock is expected to list on the NYSE under the ticker symbol \"ALVU.\" Goldman Sachs, Barclays and Credit Suisse are the lead underwriters. The company recorded a net loss of $20.8 million on revenue of $71.3 million for the six months ended June 30, after a loss of $14.5 million on revenue of $62.5 million in the same period a year ago.</p><p><blockquote>该股预计将在纽约证券交易所上市，股票代码为“ALVU”。高盛、巴克莱和瑞士信贷是主承销商。截至6月30日的六个月，该公司净亏损2080万美元，营收7130万美元，去年同期亏损1450万美元，营收6250万美元。</blockquote></p><p> The company is looking to go public at a time that the <a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a> <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> has gained 5.1% over the past three months, while the S&amp;P 500 has tacked on 4.7%.</p><p><blockquote>该公司希望在<a href=\"https://laohu8.com/S/IPO\">文艺复兴IPO ETF</a><a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a>过去三个月上涨了5.1%，而标普500上涨了4.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/allvue-systems-looks-to-raise-up-to-291-million-as-ipo-terms-are-set-2021-09-20\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/allvue-systems-looks-to-raise-up-to-291-million-as-ipo-terms-are-set-2021-09-20","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2168683608","content_text":"Allvue Systems Holdings Inc. has set terms of its initial public offering, in which the Florida-based technology provider for investment managers looks to raise up to $290.7 million. The company is offering 15.3 million Class A shares in the IPO, which is expected to price between $17 and $19 a share.\nThe company expects to have 50.13 million Class A shares and 35.09 million Class V shares outstanding after the IPO, which could value the company at up to $1.62 billion at the IPO pricing.\nThe stock is expected to list on the NYSE under the ticker symbol \"ALVU.\" Goldman Sachs, Barclays and Credit Suisse are the lead underwriters. The company recorded a net loss of $20.8 million on revenue of $71.3 million for the six months ended June 30, after a loss of $14.5 million on revenue of $62.5 million in the same period a year ago.\nThe company is looking to go public at a time that the Renaissance IPO ETF $(IPO.UK)$ has gained 5.1% over the past three months, while the S&P 500 has tacked on 4.7%.","news_type":1,"symbols_score_info":{"ALVU":0.9}},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881817396,"gmtCreate":1631323342115,"gmtModify":1631892377594,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561779703230954","authorIdStr":"3561779703230954"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881817396","repostId":"2166379277","repostType":2,"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883927105,"gmtCreate":1631197657607,"gmtModify":1631892377599,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561779703230954","authorIdStr":"3561779703230954"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883927105","repostId":"2166348079","repostType":4,"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880100658,"gmtCreate":1631023157674,"gmtModify":1631892377602,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561779703230954","authorIdStr":"3561779703230954"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880100658","repostId":"1132739446","repostType":4,"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":605119355,"gmtCreate":1639127797305,"gmtModify":1639128519892,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605119355","repostId":"1136469052","repostType":4,"repost":{"id":"1136469052","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":1639127359,"share":"https://www.laohu8.com/m/news/1136469052?lang=zh_CN&edition=full","pubTime":"2021-12-10 17:09","market":"us","language":"en","title":"Oracle stock spiked more than 11% in premarket trading<blockquote>甲骨文股价在盘前交易中飙升逾11%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136469052","media":"Tiger Newspress","summary":"Oracle stock spiked more than 11% in premarket trading after the enterprise software giant posted be","content":"<p>Oracle stock spiked more&nbsp;than&nbsp;11% in premarket trading&nbsp;after the enterprise software giant posted better-than-expected financial results for its fiscal second quarter ended Nov. 30.</p><p><blockquote>企业软件巨头甲骨文公布了截至11月30日的第二财季好于预期的财务业绩，该公司股价在盘前交易中飙升逾11%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d7ef666f8e53802ea4b818184595a59\" tg-width=\"843\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> For the quarter, Oracle&nbsp;reported revenue of $10.4 billion, up 6% from a year ago, and ahead of both the company’s guidance range of 3% to 5% growth, and the Street consensus forecast for $10.2 billion. It was the company’s best quarter of growth since 2018.</p><p><blockquote>甲骨文报告本季度营收为104亿美元，同比增长6%，高于该公司3%至5%增长的指导范围，以及华尔街普遍预测的102亿美元。这是该公司自2018年以来增长最好的季度。</blockquote></p><p> Non-GAAP profits were $1.21 a share, up 14% from a year ago, and a dime ahead of the Street consensus at $1.11 a share. Oracle’s guidance had been for profits of $1.09 to $1.13 a share. The company said cloud service and license support was $7.6 billion, up 6%. Cloud license and on-premise license revenues were up 13% to $1.2 billion.</p><p><blockquote>非GAAP利润为每股1.21美元，同比增长14%，比华尔街普遍预期的每股1.11美元高出一毛钱。甲骨文的指引是每股利润1.09美元至1.13美元。该公司表示，云服务和许可证支持为76亿美元，增长6%。云许可和内部许可收入增长13%，达到12亿美元。</blockquote></p><p> Under generally accepted accounting principles, the company lost 46 cents a share, reflecting a judgment tied to a 10-year old legal dispute related to the hiring of the late Mark Hurd as the company’s CEO.</p><p><blockquote>根据公认会计原则，该公司每股亏损46美分，反映了与聘请已故马克·赫德(Mark Hurd)担任公司首席执行官有关的长达10年的法律纠纷有关的判决。</blockquote></p><p> Oracle CEO Safra Catz said in a statement that the company saw 22% growth in its infrastructure and applications cloud business. Fusion ERP, the company’s financial software for large businesses, saw revenue growth of 35%, while NetSuite ERP, which serves smaller customers, grew 29%.&nbsp;Fusion HCM, the company’s HR software application, was up 25%. Oracle Cloud Infrastructure consumption revenue was up 86%.</p><p><blockquote>甲骨文首席执行官Safra Catz在一份声明中表示，该公司的基础设施和应用云业务增长了22%。该公司为大型企业提供的财务软件Fusion ERP收入增长了35%，而为小型客户提供服务的NetSuite ERP收入增长了29%。该公司的人力资源软件应用程序Fusion HCM增长了25%。甲骨文云基础设施消费收入增长86%。</blockquote></p><p> Oracle also announced a new $10 billion stock-repurchase authorization. In the quarter, the company bought back $7 billion of stock. Catz noted that the company over the last 10 years has repurchased 47% of its stock at an average price about half of the current level.</p><p><blockquote>甲骨文还宣布了一项新的100亿美元股票回购授权。本季度，该公司回购了70亿美元的股票。Catz指出，该公司在过去10年中已回购了47%的股票，平均价格约为当前水平的一半。</blockquote></p><p> On a conference call with analysts on Thursday afternoon, Catz said Oracle had a “fantastic quarter,” with “broad-based outperformance across the company.” She noted that the better-than-expected results came despite a currency headwind of $100 million in revenue and a penny a share in profits.</p><p><blockquote>在周四下午与分析师举行的电话会议上，卡茨表示甲骨文度过了一个“出色的季度”，“整个公司的表现普遍优异”。她指出，尽管收入为1亿美元，每股利润为1美分，但业绩仍好于预期。</blockquote></p><p> Catz said the company’s fiscal 2022 revenue growth continues to accelerate from the 2021 level. Oracle, she said, is being driven by growth in its cloud business in the mid-20 percentage range, accelerating from the Q2 level.</p><p><blockquote>Catz表示，该公司2022财年的收入增长较2021年的水平继续加速。她表示，甲骨文的云业务增长速度在20%左右，较第二季度的水平有所加速。</blockquote></p><p> For the fiscal third quarter, Catz said, the company sees growth of 6% to 8% in constant currency, and 3% to 5% as reported, and profits of $1.14 to $1.18 as reported, or $1.19 to $1.23 in constant currency. Catz said the company sees a currency headwind in the quarter of 3% for revenue and 5 cents for earnings per share.</p><p><blockquote>Catz表示，该公司预计第三财季按固定汇率计算将增长6%至8%，按报告增长3%至5%，按报告利润为1.14美元至1.18美元，按固定汇率计算为1.19美元至1.23美元。Catz表示，该公司预计本季度收入将面临3%的货币阻力，每股收益将下降5美分。</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>Oracle stock spiked more than 11% in premarket trading<blockquote>甲骨文股价在盘前交易中飙升逾11%</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\">\nOracle stock spiked more than 11% in premarket trading<blockquote>甲骨文股价在盘前交易中飙升逾11%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 17:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Oracle stock spiked more&nbsp;than&nbsp;11% in premarket trading&nbsp;after the enterprise software giant posted better-than-expected financial results for its fiscal second quarter ended Nov. 30.</p><p><blockquote>企业软件巨头甲骨文公布了截至11月30日的第二财季好于预期的财务业绩，该公司股价在盘前交易中飙升逾11%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d7ef666f8e53802ea4b818184595a59\" tg-width=\"843\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> For the quarter, Oracle&nbsp;reported revenue of $10.4 billion, up 6% from a year ago, and ahead of both the company’s guidance range of 3% to 5% growth, and the Street consensus forecast for $10.2 billion. It was the company’s best quarter of growth since 2018.</p><p><blockquote>甲骨文报告本季度营收为104亿美元，同比增长6%，高于该公司3%至5%增长的指导范围，以及华尔街普遍预测的102亿美元。这是该公司自2018年以来增长最好的季度。</blockquote></p><p> Non-GAAP profits were $1.21 a share, up 14% from a year ago, and a dime ahead of the Street consensus at $1.11 a share. Oracle’s guidance had been for profits of $1.09 to $1.13 a share. The company said cloud service and license support was $7.6 billion, up 6%. Cloud license and on-premise license revenues were up 13% to $1.2 billion.</p><p><blockquote>非GAAP利润为每股1.21美元，同比增长14%，比华尔街普遍预期的每股1.11美元高出一毛钱。甲骨文的指引是每股利润1.09美元至1.13美元。该公司表示，云服务和许可证支持为76亿美元，增长6%。云许可和内部许可收入增长13%，达到12亿美元。</blockquote></p><p> Under generally accepted accounting principles, the company lost 46 cents a share, reflecting a judgment tied to a 10-year old legal dispute related to the hiring of the late Mark Hurd as the company’s CEO.</p><p><blockquote>根据公认会计原则，该公司每股亏损46美分，反映了与聘请已故马克·赫德(Mark Hurd)担任公司首席执行官有关的长达10年的法律纠纷有关的判决。</blockquote></p><p> Oracle CEO Safra Catz said in a statement that the company saw 22% growth in its infrastructure and applications cloud business. Fusion ERP, the company’s financial software for large businesses, saw revenue growth of 35%, while NetSuite ERP, which serves smaller customers, grew 29%.&nbsp;Fusion HCM, the company’s HR software application, was up 25%. Oracle Cloud Infrastructure consumption revenue was up 86%.</p><p><blockquote>甲骨文首席执行官Safra Catz在一份声明中表示，该公司的基础设施和应用云业务增长了22%。该公司为大型企业提供的财务软件Fusion ERP收入增长了35%，而为小型客户提供服务的NetSuite ERP收入增长了29%。该公司的人力资源软件应用程序Fusion HCM增长了25%。甲骨文云基础设施消费收入增长86%。</blockquote></p><p> Oracle also announced a new $10 billion stock-repurchase authorization. In the quarter, the company bought back $7 billion of stock. Catz noted that the company over the last 10 years has repurchased 47% of its stock at an average price about half of the current level.</p><p><blockquote>甲骨文还宣布了一项新的100亿美元股票回购授权。本季度，该公司回购了70亿美元的股票。Catz指出，该公司在过去10年中已回购了47%的股票，平均价格约为当前水平的一半。</blockquote></p><p> On a conference call with analysts on Thursday afternoon, Catz said Oracle had a “fantastic quarter,” with “broad-based outperformance across the company.” She noted that the better-than-expected results came despite a currency headwind of $100 million in revenue and a penny a share in profits.</p><p><blockquote>在周四下午与分析师举行的电话会议上，卡茨表示甲骨文度过了一个“出色的季度”，“整个公司的表现普遍优异”。她指出，尽管收入为1亿美元，每股利润为1美分，但业绩仍好于预期。</blockquote></p><p> Catz said the company’s fiscal 2022 revenue growth continues to accelerate from the 2021 level. Oracle, she said, is being driven by growth in its cloud business in the mid-20 percentage range, accelerating from the Q2 level.</p><p><blockquote>Catz表示，该公司2022财年的收入增长较2021年的水平继续加速。她表示，甲骨文的云业务增长速度在20%左右，较第二季度的水平有所加速。</blockquote></p><p> For the fiscal third quarter, Catz said, the company sees growth of 6% to 8% in constant currency, and 3% to 5% as reported, and profits of $1.14 to $1.18 as reported, or $1.19 to $1.23 in constant currency. Catz said the company sees a currency headwind in the quarter of 3% for revenue and 5 cents for earnings per share.</p><p><blockquote>Catz表示，该公司预计第三财季按固定汇率计算将增长6%至8%，按报告增长3%至5%，按报告利润为1.14美元至1.18美元，按固定汇率计算为1.19美元至1.23美元。Catz表示，该公司预计本季度收入将面临3%的货币阻力，每股收益将下降5美分。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136469052","content_text":"Oracle stock spiked more than 11% in premarket trading after the enterprise software giant posted better-than-expected financial results for its fiscal second quarter ended Nov. 30.\n\nFor the quarter, Oracle reported revenue of $10.4 billion, up 6% from a year ago, and ahead of both the company’s guidance range of 3% to 5% growth, and the Street consensus forecast for $10.2 billion. It was the company’s best quarter of growth since 2018.\nNon-GAAP profits were $1.21 a share, up 14% from a year ago, and a dime ahead of the Street consensus at $1.11 a share. Oracle’s guidance had been for profits of $1.09 to $1.13 a share. The company said cloud service and license support was $7.6 billion, up 6%. Cloud license and on-premise license revenues were up 13% to $1.2 billion.\nUnder generally accepted accounting principles, the company lost 46 cents a share, reflecting a judgment tied to a 10-year old legal dispute related to the hiring of the late Mark Hurd as the company’s CEO.\nOracle CEO Safra Catz said in a statement that the company saw 22% growth in its infrastructure and applications cloud business. Fusion ERP, the company’s financial software for large businesses, saw revenue growth of 35%, while NetSuite ERP, which serves smaller customers, grew 29%. Fusion HCM, the company’s HR software application, was up 25%. Oracle Cloud Infrastructure consumption revenue was up 86%.\nOracle also announced a new $10 billion stock-repurchase authorization. In the quarter, the company bought back $7 billion of stock. Catz noted that the company over the last 10 years has repurchased 47% of its stock at an average price about half of the current level.\nOn a conference call with analysts on Thursday afternoon, Catz said Oracle had a “fantastic quarter,” with “broad-based outperformance across the company.” She noted that the better-than-expected results came despite a currency headwind of $100 million in revenue and a penny a share in profits.\nCatz said the company’s fiscal 2022 revenue growth continues to accelerate from the 2021 level. Oracle, she said, is being driven by growth in its cloud business in the mid-20 percentage range, accelerating from the Q2 level.\nFor the fiscal third quarter, Catz said, the company sees growth of 6% to 8% in constant currency, and 3% to 5% as reported, and profits of $1.14 to $1.18 as reported, or $1.19 to $1.23 in constant currency. Catz said the company sees a currency headwind in the quarter of 3% for revenue and 5 cents for earnings per share.","news_type":1,"symbols_score_info":{"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":3115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805938737,"gmtCreate":1627833726329,"gmtModify":1633756057628,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/805938737","repostId":"1142925544","repostType":4,"repost":{"id":"1142925544","kind":"news","pubTimestamp":1627787240,"share":"https://www.laohu8.com/m/news/1142925544?lang=zh_CN&edition=full","pubTime":"2021-08-01 11:07","market":"us","language":"en","title":"Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year<blockquote>投资者当心！股市正在进入今年最危险的时期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142925544","media":"Barron's","summary":"“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970","content":"<p>“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.</p><p><blockquote>“是的，现在是夏天，我一年中的这个时候，”乐队唱着20世纪70年代的金色老歌《夏天》，回忆着在海滩或烧烤时的愉快时光。没有必要提醒当时的任何人干旱、野火或新冠肺炎激增，这些都是今年潮湿季节的不幸特征。</blockquote></p><p> But the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&amp;P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.</p><p><blockquote>但根据美国银行分析师斯蒂芬·萨特迈尔(Stephen Suttmeier)汇编的1928年以来的数据，8月的到来也意味着股市将进入历史上一年中最危险的时期。他发现标准普尔500指数在8月、9月和10月的平均回报率为0.03%，这是大盘股基准今年最糟糕的三个月。事实上，它们构成了唯一平均亏损的三个月期间。</blockquote></p><p> August actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&amp;P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.</p><p><blockquote>他在一份研究报告中补充道，八月实际上是一年中最好和最差的月份。7月份标普500的平均回报率为1.58%，其中59.1%的时间为正，而9月份的平均回报率为负1.03%，只有不到一半的时间（即45%）出现在正栏中。</blockquote></p><p> This July did even better than the norm, with the S&amp;P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.</p><p><blockquote>今年7月的表现甚至好于正常水平，标普500上涨了2.27%。根据道琼斯统计专家的数据，这也是该指数连续第六个月上涨，这是自2018年9月以来最长的连续上涨。在此期间，其累计预付款为18.34%。</blockquote></p><p> August’s record is in between, with an average 0.70% S&amp;P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”</p><p><blockquote>8月份的记录介于两者之间，平均标普500回报率为0.70%，58.1%的时间为积极结果，标志着从“夏季暴跌”到“秋季暴跌”的转变。</blockquote></p><p> Not surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.</p><p><blockquote>Suttmeier发现，毫不奇怪，8月至10月期间的落后回报伴随着波动性的上升。根据1992年以来的记录，芝加哥期权交易所波动率指数(VIX)在4月至7月期间波动性相对较低后，在这几个月经常出现飙升。</blockquote></p><p> Past isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.</p><p><blockquote>过去不一定是序幕，但如果是，如果股市确实经历了典型的季节性艰难时期，Robinhood Markets（股票代码：HOOD）首次公开募股的时机可能会被证明是有利的。这家在线经纪商的假定使命是向据称被老牌机构忽视的新手开放投资，周四以38美元的价格出售了5500万股股票。在这个过程中，它为所有参与IPO的人提供了宝贵的一课：低买高卖。</blockquote></p><p> The company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.</p><p><blockquote>该公司显然满足了后一项要求，高价出售其股票，尽管它们的定价处于预期38美元至42美元范围的低端。尽管周五有所回升，但其价格在首日交易中下跌了8.4%。截至本周末，持有Robinhood IPO的买家数量下降了7.5%。</blockquote></p><p> Among those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.</p><p><blockquote>卖出高价的人包括该公司的联合创始人、首席执行官弗拉基米尔·特涅夫(Vladimir Tenev)和首席创意官白菊·巴特(Baiju Bhatt)，他们在IPO中每人抛售了125万股。正如我杰出的前任艾伦·阿贝尔森（Alan Abelson）喜欢观察的那样，卖出股票有很多好的理由，但期望它上涨并不是其中之一。考虑到富有的所有者有能力通过廉价借贷将其资产货币化，并且无需缴纳资本利得税，这一点从未像现在这样真实。</blockquote></p><p> To be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.</p><p><blockquote>可以肯定的是，特涅夫和巴特仍然在罗宾汉拥有大量股份。正如我们的同事Avi Salzman报道的那样，按首次发行价计算，这些股票价值25亿美元，Tenev和Bhatt保留了投票权。如果股价达到300美元，或者接近众所周知的十倍，两人还可以获得Tenev价值高达67亿美元的股票奖励，Bhatt价值40亿美元的股票奖励。</blockquote></p><p> But in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”</p><p><blockquote>但为了打击收入不平等，这对潜在的亿万富翁夫妇象征性地减薪至34,248美元，这是美国工人的平均年薪。正如喜剧演员雅科夫·斯米尔诺夫喜欢说的：“多好的国家啊！”</blockquote></p><p> How those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.</p><p><blockquote>这些工人的状况将成为定于本周五发布的月度就业报告的主题。</blockquote></p><p> Economists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.</p><p><blockquote>经济学家对非农就业人数的预测约为90万人。杰富瑞(Jefferies)经济学家Aneta Markowska和Thomas Simons估计，增幅可能会突破期待已久的100万大关；他们预测有120万。</blockquote></p><p> Markowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)</p><p><blockquote>Markowska和Simons认为，一些州补充失业救济金的到期将增加劳动力供应，尽管这是一个有重大争议的问题。（有关就业市场的更多信息，请参阅本周的封面故事。）</blockquote></p><p></p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year<blockquote>投资者当心！股市正在进入今年最危险的时期</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\">\nInvestors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year<blockquote>投资者当心！股市正在进入今年最危险的时期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-08-01 11:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.</p><p><blockquote>“是的，现在是夏天，我一年中的这个时候，”乐队唱着20世纪70年代的金色老歌《夏天》，回忆着在海滩或烧烤时的愉快时光。没有必要提醒当时的任何人干旱、野火或新冠肺炎激增，这些都是今年潮湿季节的不幸特征。</blockquote></p><p> But the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&amp;P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.</p><p><blockquote>但根据美国银行分析师斯蒂芬·萨特迈尔(Stephen Suttmeier)汇编的1928年以来的数据，8月的到来也意味着股市将进入历史上一年中最危险的时期。他发现标准普尔500指数在8月、9月和10月的平均回报率为0.03%，这是大盘股基准今年最糟糕的三个月。事实上，它们构成了唯一平均亏损的三个月期间。</blockquote></p><p> August actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&amp;P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.</p><p><blockquote>他在一份研究报告中补充道，八月实际上是一年中最好和最差的月份。7月份标普500的平均回报率为1.58%，其中59.1%的时间为正，而9月份的平均回报率为负1.03%，只有不到一半的时间（即45%）出现在正栏中。</blockquote></p><p> This July did even better than the norm, with the S&amp;P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.</p><p><blockquote>今年7月的表现甚至好于正常水平，标普500上涨了2.27%。根据道琼斯统计专家的数据，这也是该指数连续第六个月上涨，这是自2018年9月以来最长的连续上涨。在此期间，其累计预付款为18.34%。</blockquote></p><p> August’s record is in between, with an average 0.70% S&amp;P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”</p><p><blockquote>8月份的记录介于两者之间，平均标普500回报率为0.70%，58.1%的时间为积极结果，标志着从“夏季暴跌”到“秋季暴跌”的转变。</blockquote></p><p> Not surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.</p><p><blockquote>Suttmeier发现，毫不奇怪，8月至10月期间的落后回报伴随着波动性的上升。根据1992年以来的记录，芝加哥期权交易所波动率指数(VIX)在4月至7月期间波动性相对较低后，在这几个月经常出现飙升。</blockquote></p><p> Past isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.</p><p><blockquote>过去不一定是序幕，但如果是，如果股市确实经历了典型的季节性艰难时期，Robinhood Markets（股票代码：HOOD）首次公开募股的时机可能会被证明是有利的。这家在线经纪商的假定使命是向据称被老牌机构忽视的新手开放投资，周四以38美元的价格出售了5500万股股票。在这个过程中，它为所有参与IPO的人提供了宝贵的一课：低买高卖。</blockquote></p><p> The company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.</p><p><blockquote>该公司显然满足了后一项要求，高价出售其股票，尽管它们的定价处于预期38美元至42美元范围的低端。尽管周五有所回升，但其价格在首日交易中下跌了8.4%。截至本周末，持有Robinhood IPO的买家数量下降了7.5%。</blockquote></p><p> Among those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.</p><p><blockquote>卖出高价的人包括该公司的联合创始人、首席执行官弗拉基米尔·特涅夫(Vladimir Tenev)和首席创意官白菊·巴特(Baiju Bhatt)，他们在IPO中每人抛售了125万股。正如我杰出的前任艾伦·阿贝尔森（Alan Abelson）喜欢观察的那样，卖出股票有很多好的理由，但期望它上涨并不是其中之一。考虑到富有的所有者有能力通过廉价借贷将其资产货币化，并且无需缴纳资本利得税，这一点从未像现在这样真实。</blockquote></p><p> To be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.</p><p><blockquote>可以肯定的是，特涅夫和巴特仍然在罗宾汉拥有大量股份。正如我们的同事Avi Salzman报道的那样，按首次发行价计算，这些股票价值25亿美元，Tenev和Bhatt保留了投票权。如果股价达到300美元，或者接近众所周知的十倍，两人还可以获得Tenev价值高达67亿美元的股票奖励，Bhatt价值40亿美元的股票奖励。</blockquote></p><p> But in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”</p><p><blockquote>但为了打击收入不平等，这对潜在的亿万富翁夫妇象征性地减薪至34,248美元，这是美国工人的平均年薪。正如喜剧演员雅科夫·斯米尔诺夫喜欢说的：“多好的国家啊！”</blockquote></p><p> How those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.</p><p><blockquote>这些工人的状况将成为定于本周五发布的月度就业报告的主题。</blockquote></p><p> Economists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.</p><p><blockquote>经济学家对非农就业人数的预测约为90万人。杰富瑞(Jefferies)经济学家Aneta Markowska和Thomas Simons估计，增幅可能会突破期待已久的100万大关；他们预测有120万。</blockquote></p><p> Markowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)</p><p><blockquote>Markowska和Simons认为，一些州补充失业救济金的到期将增加劳动力供应，尽管这是一个有重大争议的问题。（有关就业市场的更多信息，请参阅本周的封面故事。）</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST\">Barron's</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142925544","content_text":"“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.\nBut the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.\nAugust actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.\nThis July did even better than the norm, with the S&P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.\nAugust’s record is in between, with an average 0.70% S&P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”\nNot surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.\nPast isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.\nThe company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.\nAmong those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.\nTo be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.\nBut in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”\nHow those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.\nEconomists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.\nMarkowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":823360730,"gmtCreate":1633584487950,"gmtModify":1633584615288,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823360730","repostId":"2173948607","repostType":4,"repost":{"id":"2173948607","kind":"highlight","pubTimestamp":1633570746,"share":"https://www.laohu8.com/m/news/2173948607?lang=zh_CN&edition=full","pubTime":"2021-10-07 09:39","market":"us","language":"en","title":"Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2173948607","media":"MarketWatch","summary":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge. Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enoug","content":"<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge</p><p><blockquote>瑞银预计，随着航运、原材料和工资成本飙升，定价权将变得更加重要</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9666acc8b6cbedd5fb585565a168bcf\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片</span></p></blockquote></p><p> Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.</p><p><blockquote>随着第三季度财报季的临近，通胀和供应问题是华尔街最热门的词汇之一，投资者等着看哪些公司最擅长管理飙升的成本压力和航运中断。</blockquote></p><p> UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.</p><p><blockquote>瑞银策略师认为，应对这些不利因素的最佳方法之一是公司提高价格，但并非所有公司都能提高价格，从而在不失去客户的情况下产生真正的影响。</blockquote></p><p> A number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc.&nbsp;and Dollar Tree Inc..</p><p><blockquote>鉴于成本上升和供应链中断，不同行业的许多公司已经下调了前瞻性指引，如联邦快递公司、如新企业公司和美元树公司..</blockquote></p><p> Third-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&amp;P 500 companies&nbsp;expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.</p><p><blockquote>第三季度财报季将于下周正式拉开帷幕，标普500公司的每股收益总额预计将同比增长约27%，销售额将同比增长约15%。</blockquote></p><p> “Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.</p><p><blockquote>瑞银策略师本周在给客户的一份报告中写道：“随着运输成本飙升、原材料上涨、供应链问题和工资增长加速，定价能力应该成为相对回报的一个更加重要的主题。”</blockquote></p><p> So the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.</p><p><blockquote>因此，由基思·帕克（Keith Parker）领导的策略师要求瑞银（UBS）33个行业的分析师找出相对定价能力最强的公司。分析师还被要求根据瑞银股票策略在定价能力、利润率势头和投入成本敞口方面的综合得分，选出在各自行业中得分排名前三分之一的公司；拥有“买入”评级；并且股票的价格目标至少有10%的上涨潜力。</blockquote></p><p> Here are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:</p><p><blockquote>以下是瑞银名单上的10只“信念坚定、定价能力强的股票”，它们比分析师的股价目标至少有20%的上涨空间，按字母顺序排列：</blockquote></p><p> <ul>  <li>Advance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.</li> </ul> “The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”</p><p><blockquote><ul><li>Advance Auto Parts Inc.，目标价为255美元，这意味着周三下午交易的价格有约21%的上涨空间。分析师迈克尔·拉瑟(Michael Lasser)表示，他认为这家汽车零部件公司(AAP)的售后市场基本面处于强势地位，流动性的逐步增加和重返办公室工作应该会推动车辆行驶里程的进一步恢复。</li></ul>“汽车零部件行业传统上拥有强大的定价权，能够将价格上涨转嫁给客户，”拉塞尔写道。“此外，AAP在市场的商业领域也拥有最大的敞口，这一点受到了更多的青睐。”</blockquote></p><p> <ul>  <li>Apple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.</li> </ul> “End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.</p><p><blockquote><ul><li>苹果公司的目标价为175美元，意味着24%的上涨空间。分析师David Vogt表示，瑞银调查显示客户对苹果产品的满意度很高，其技术能力的结合表明，这家个人电脑和智能手机巨头的品牌资产应该会推动电池电动汽车(BEV)市场的采用。</li></ul>沃格特写道：“尽管产品采购/产量增加，但终端市场需求逐年改善，导致‘等待时间’增加。”关于纯电动汽车市场，Vogt表示，虽然苹果不是先行者，但“其大量资源应该使该公司成为‘快速追随者’”，类似于2007年进入智能手机市场时。</blockquote></p><p> <ul>  <li>CME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.</li> </ul> “As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.</p><p><blockquote><ul><li>CME Group Inc.，目标价为245美元，意味着上涨23%。分析师Alex Kramm表示，该衍生品交易平台受益于全球扩张、创新、期权的采用和定价。他认为监管可以为增长提供推动力。</li></ul>克拉姆写道：“作为一家主要的美国期货企业，芝商所在该领域享有最高的进入壁垒。”</blockquote></p><p> <ul>  <li>Danaher Corp.&nbsp;has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.</li> </ul> “DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.</p><p><blockquote><ul><li>丹纳赫公司的目标价为365美元，这意味着22%的上涨空间。分析师John Sourbeer认为，医疗产品和服务公司(DHR)在生命科学工具和服务领域“处于非常有利的地位”，因为新冠病毒检测应该比同行好得多，而且疫苗和治疗机会似乎是持久的。</li></ul>Sourbeer写道：“DHR销售引擎能够主动识别潜在定价压力的领域，并[成功地]引导客户购买高价值产品。”</blockquote></p><p></p><p> <ul>  <li>EOG Resources Inc.&nbsp;has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.</li> </ul> “Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”</p><p><blockquote><ul><li>EOG Resources Inc.的目标股价为119美元，上涨38%。分析师劳埃德·伯恩(Lloyd Byrne)鉴于由于钻井天数减少、部署“超级拉链压裂”和合同谈判，预计2022年油井成本将持平或下降，这家石油和天然气勘探公司处于有利地位，可以缓解明年预计的通胀压力。较低的利率。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最佳控制成本来保持利润的公司处于更有利的地位，”伯恩写道。“EOG比大多数公司处于更有利的地位，因为它积极主动地降低投入和服务成本，同时在运营方面表现出色。”</blockquote></p><p> <ul>  <li>Extra Space Storage Inc.’s&nbsp;stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.</li> </ul> “Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”</p><p><blockquote><ul><li>Extra Space Storage Inc.的目标股价为210美元，意味着上涨24%。分析师迈克尔·戈德史密斯表示，他认为强劲的潜在需求，加上供应增长放缓，将支撑租金增长。</li></ul>戈德史密斯写道：“对自助存储的强劲需求和较高的入住率，加上其非自由支配的性质，增加了运营商的定价能力。”“运营商正在向新客户展示他们的定价权，现有客户的租金每9-12个月上涨一次。”</blockquote></p><p> <ul>  <li>Generac Holdings Inc.&nbsp;has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc.&nbsp;and Enphase Energy Inc..</li> </ul> “Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.</p><p><blockquote><ul><li>Generac Holdings Inc.的目标价为500美元，这意味着上涨23%。分析师Jon Windham认为，这家发电设备制造商的竞争优势在于其客户获取平台，这将使其能够从现有企业SolarEdge Technologies Inc.和Enphase Energy Inc.手中夺取市场份额。</li></ul>温德姆写道：“主导市场份额（约80%）和对家庭备用电源的强劲需求隔离了本已很高的住宅产品利润率。”</blockquote></p><p> <ul>  <li>Nike Inc.’s&nbsp;price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.</li> </ul> “We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.</p><p><blockquote><ul><li>耐克公司185美元的目标价意味着24%的上涨空间。分析师Jay Sole表示，瑞银的调查和定价数据显示，耐克品牌目前在全球关注度排名第一，这家运动服装和配饰公司有很大的空间减少促销活动。</li></ul>Sole写道：“我们认为市场并没有完全理解耐克在产品创新、供应链和电子商务方面的投资如何协同推动销量增长和[平均售价]上涨。”</blockquote></p><p> <ul>  <li>Salesforce.com Inc.&nbsp;has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.</li> </ul> “Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.</p><p><blockquote><ul><li>Salesforce.com Inc.的目标股价为330美元，这意味着20%的上涨潜力。分析师Karl Keirstead表示，这家客户关系管理软件公司似乎正在远远超越之前营业利润率扩张有限的时代，并致力于提高年度营业利润率。</li></ul>“重要的是，利润率前景改善背后的驱动因素在我们看来是可持续的，营收表现出色，永久转向WFH（在家工作）和基于Zoom的客户互动，以及内部更新的费用纪律……这是三个最大的驱动因素，”凯尔斯泰德写道。</blockquote></p><p> <ul>  <li>Teleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.</li> </ul> Taylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.</p><p><blockquote><ul><li>Teleflex Inc.的目标价为480美元，意味着上涨28%。分析师马修·泰勒表示，这家医疗技术产品公司生产了许多不为人所知的廉价产品，这给了他们提高价格的机会。</li></ul>泰勒表示，鉴于该公司在必要程序和选择性程序方面的影响力，他相信从长远来看，利润率可能会“显着提高”，而在大流行后的世界中，这些程序应该会迅速恢复。</blockquote></p><p></p>","source":"lsy1603348471595","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>Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</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\">\nHere are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-07 09:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge</p><p><blockquote>瑞银预计，随着航运、原材料和工资成本飙升，定价权将变得更加重要</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9666acc8b6cbedd5fb585565a168bcf\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片</span></p></blockquote></p><p> Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.</p><p><blockquote>随着第三季度财报季的临近，通胀和供应问题是华尔街最热门的词汇之一，投资者等着看哪些公司最擅长管理飙升的成本压力和航运中断。</blockquote></p><p> UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.</p><p><blockquote>瑞银策略师认为，应对这些不利因素的最佳方法之一是公司提高价格，但并非所有公司都能提高价格，从而在不失去客户的情况下产生真正的影响。</blockquote></p><p> A number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc.&nbsp;and Dollar Tree Inc..</p><p><blockquote>鉴于成本上升和供应链中断，不同行业的许多公司已经下调了前瞻性指引，如联邦快递公司、如新企业公司和美元树公司..</blockquote></p><p> Third-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&amp;P 500 companies&nbsp;expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.</p><p><blockquote>第三季度财报季将于下周正式拉开帷幕，标普500公司的每股收益总额预计将同比增长约27%，销售额将同比增长约15%。</blockquote></p><p> “Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.</p><p><blockquote>瑞银策略师本周在给客户的一份报告中写道：“随着运输成本飙升、原材料上涨、供应链问题和工资增长加速，定价能力应该成为相对回报的一个更加重要的主题。”</blockquote></p><p> So the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.</p><p><blockquote>因此，由基思·帕克（Keith Parker）领导的策略师要求瑞银（UBS）33个行业的分析师找出相对定价能力最强的公司。分析师还被要求根据瑞银股票策略在定价能力、利润率势头和投入成本敞口方面的综合得分，选出在各自行业中得分排名前三分之一的公司；拥有“买入”评级；并且股票的价格目标至少有10%的上涨潜力。</blockquote></p><p> Here are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:</p><p><blockquote>以下是瑞银名单上的10只“信念坚定、定价能力强的股票”，它们比分析师的股价目标至少有20%的上涨空间，按字母顺序排列：</blockquote></p><p> <ul>  <li>Advance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.</li> </ul> “The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”</p><p><blockquote><ul><li>Advance Auto Parts Inc.，目标价为255美元，这意味着周三下午交易的价格有约21%的上涨空间。分析师迈克尔·拉瑟(Michael Lasser)表示，他认为这家汽车零部件公司(AAP)的售后市场基本面处于强势地位，流动性的逐步增加和重返办公室工作应该会推动车辆行驶里程的进一步恢复。</li></ul>“汽车零部件行业传统上拥有强大的定价权，能够将价格上涨转嫁给客户，”拉塞尔写道。“此外，AAP在市场的商业领域也拥有最大的敞口，这一点受到了更多的青睐。”</blockquote></p><p> <ul>  <li>Apple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.</li> </ul> “End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.</p><p><blockquote><ul><li>苹果公司的目标价为175美元，意味着24%的上涨空间。分析师David Vogt表示，瑞银调查显示客户对苹果产品的满意度很高，其技术能力的结合表明，这家个人电脑和智能手机巨头的品牌资产应该会推动电池电动汽车(BEV)市场的采用。</li></ul>沃格特写道：“尽管产品采购/产量增加，但终端市场需求逐年改善，导致‘等待时间’增加。”关于纯电动汽车市场，Vogt表示，虽然苹果不是先行者，但“其大量资源应该使该公司成为‘快速追随者’”，类似于2007年进入智能手机市场时。</blockquote></p><p> <ul>  <li>CME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.</li> </ul> “As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.</p><p><blockquote><ul><li>CME Group Inc.，目标价为245美元，意味着上涨23%。分析师Alex Kramm表示，该衍生品交易平台受益于全球扩张、创新、期权的采用和定价。他认为监管可以为增长提供推动力。</li></ul>克拉姆写道：“作为一家主要的美国期货企业，芝商所在该领域享有最高的进入壁垒。”</blockquote></p><p> <ul>  <li>Danaher Corp.&nbsp;has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.</li> </ul> “DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.</p><p><blockquote><ul><li>丹纳赫公司的目标价为365美元，这意味着22%的上涨空间。分析师John Sourbeer认为，医疗产品和服务公司(DHR)在生命科学工具和服务领域“处于非常有利的地位”，因为新冠病毒检测应该比同行好得多，而且疫苗和治疗机会似乎是持久的。</li></ul>Sourbeer写道：“DHR销售引擎能够主动识别潜在定价压力的领域，并[成功地]引导客户购买高价值产品。”</blockquote></p><p></p><p> <ul>  <li>EOG Resources Inc.&nbsp;has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.</li> </ul> “Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”</p><p><blockquote><ul><li>EOG Resources Inc.的目标股价为119美元，上涨38%。分析师劳埃德·伯恩(Lloyd Byrne)鉴于由于钻井天数减少、部署“超级拉链压裂”和合同谈判，预计2022年油井成本将持平或下降，这家石油和天然气勘探公司处于有利地位，可以缓解明年预计的通胀压力。较低的利率。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最佳控制成本来保持利润的公司处于更有利的地位，”伯恩写道。“EOG比大多数公司处于更有利的地位，因为它积极主动地降低投入和服务成本，同时在运营方面表现出色。”</blockquote></p><p> <ul>  <li>Extra Space Storage Inc.’s&nbsp;stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.</li> </ul> “Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”</p><p><blockquote><ul><li>Extra Space Storage Inc.的目标股价为210美元，意味着上涨24%。分析师迈克尔·戈德史密斯表示，他认为强劲的潜在需求，加上供应增长放缓，将支撑租金增长。</li></ul>戈德史密斯写道：“对自助存储的强劲需求和较高的入住率，加上其非自由支配的性质，增加了运营商的定价能力。”“运营商正在向新客户展示他们的定价权，现有客户的租金每9-12个月上涨一次。”</blockquote></p><p> <ul>  <li>Generac Holdings Inc.&nbsp;has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc.&nbsp;and Enphase Energy Inc..</li> </ul> “Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.</p><p><blockquote><ul><li>Generac Holdings Inc.的目标价为500美元，这意味着上涨23%。分析师Jon Windham认为，这家发电设备制造商的竞争优势在于其客户获取平台，这将使其能够从现有企业SolarEdge Technologies Inc.和Enphase Energy Inc.手中夺取市场份额。</li></ul>温德姆写道：“主导市场份额（约80%）和对家庭备用电源的强劲需求隔离了本已很高的住宅产品利润率。”</blockquote></p><p> <ul>  <li>Nike Inc.’s&nbsp;price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.</li> </ul> “We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.</p><p><blockquote><ul><li>耐克公司185美元的目标价意味着24%的上涨空间。分析师Jay Sole表示，瑞银的调查和定价数据显示，耐克品牌目前在全球关注度排名第一，这家运动服装和配饰公司有很大的空间减少促销活动。</li></ul>Sole写道：“我们认为市场并没有完全理解耐克在产品创新、供应链和电子商务方面的投资如何协同推动销量增长和[平均售价]上涨。”</blockquote></p><p> <ul>  <li>Salesforce.com Inc.&nbsp;has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.</li> </ul> “Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.</p><p><blockquote><ul><li>Salesforce.com Inc.的目标股价为330美元，这意味着20%的上涨潜力。分析师Karl Keirstead表示，这家客户关系管理软件公司似乎正在远远超越之前营业利润率扩张有限的时代，并致力于提高年度营业利润率。</li></ul>“重要的是，利润率前景改善背后的驱动因素在我们看来是可持续的，营收表现出色，永久转向WFH（在家工作）和基于Zoom的客户互动，以及内部更新的费用纪律……这是三个最大的驱动因素，”凯尔斯泰德写道。</blockquote></p><p> <ul>  <li>Teleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.</li> </ul> Taylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.</p><p><blockquote><ul><li>Teleflex Inc.的目标价为480美元，意味着上涨28%。分析师马修·泰勒表示，这家医疗技术产品公司生产了许多不为人所知的廉价产品，这给了他们提高价格的机会。</li></ul>泰勒表示，鉴于该公司在必要程序和选择性程序方面的影响力，他相信从长远来看，利润率可能会“显着提高”，而在大流行后的世界中，这些程序应该会迅速恢复。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","CME":"芝加哥商品交易所","NUS":"如新集团","EXR":"Extra Space Storage Inc","KO":"可口可乐","AAPL":"苹果","SBAC":"SBA通信","CHTR":"特许通讯","DHR":"丹纳赫","GNRC":"Generac控股","CRM":"赛富时","FDX":"联邦快递","USB":"美国合众银行","AEE":"阿曼瑞恩","EOG":"依欧格资源","ENPH":"Enphase Energy","DLTR":"美元树公司","SEDG":"SolarEdge Technologies, Inc.","AAP":"Advance Auto Parts Inc"},"source_url":"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173948607","content_text":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge\nGetty Images\nInflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.\nUBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.\nA number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc. and Dollar Tree Inc..\nThird-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&P 500 companies expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.\n“Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.\nSo the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.\nHere are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:\n\nAdvance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.\n\n“The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”\n\nApple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.\n\n“End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.\n\nCME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.\n\n“As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.\n\nDanaher Corp. has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.\n\n“DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.\n\nEOG Resources Inc. has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.\n\n“Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”\n\nExtra Space Storage Inc.’s stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.\n\n“Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”\n\nGenerac Holdings Inc. has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc. and Enphase Energy Inc..\n\n“Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.\n\nNike Inc.’s price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.\n\n“We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.\n\nSalesforce.com Inc. has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.\n\n“Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.\n\nTeleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.\n\nTaylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.","news_type":1,"symbols_score_info":{"FDX":0.9,"AEE":0.9,"AAPL":0.9,"NUS":0.9,"EOG":0.9,"EXR":0.9,"CME":0.9,"ENPH":0.9,"DLTR":0.9,"KO":0.9,"GNRC":0.9,"CHTR":0.9,"SBAC":0.9,"NKE":0.9,"SEDG":0.9,"DHR":0.9,"CRM":0.9,"AAP":0.9,"USB":0.9}},"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":814543230,"gmtCreate":1630850592720,"gmtModify":1631892377608,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/814543230","repostId":"1186003479","repostType":4,"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836869032,"gmtCreate":1629470085526,"gmtModify":1633684603122,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836869032","repostId":"1129576857","repostType":4,"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809635296,"gmtCreate":1627364347215,"gmtModify":1633765690059,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"Like for like","listText":"Like for like","text":"Like for like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/809635296","repostId":"2154309969","repostType":4,"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":828432621,"gmtCreate":1633933942940,"gmtModify":1633933942940,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828432621","repostId":"1120320700","repostType":4,"repost":{"id":"1120320700","kind":"news","pubTimestamp":1633931786,"share":"https://www.laohu8.com/m/news/1120320700?lang=zh_CN&edition=full","pubTime":"2021-10-11 13:56","market":"us","language":"en","title":"Alibaba Skyrockets 8% In Hong Kong As Meituan Regulatory Fine Fuels Market-Wide Optmisim<blockquote>美团-W监管细则刺激全市场乐观情绪，阿里巴巴-SW股价飙升8%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120320700","media":"Benzinga","summary":"Shares of Meituan, Alibaba Group Holding Limited, JD.Com Inc., Baidu Inc, Tencent Holdings, and BYDC","content":"<p><div> Shares of Meituan, Alibaba Group Holding Limited, JD.Com Inc., Baidu Inc, Tencent Holdings, and BYDCo are all trading higher in Hong Kong on Monday. What Happened: Shares of food delivery giant ...</p><p><blockquote><div>美团-W、阿里巴巴-SW集团控股有限公司、京东公司、百度公司、腾讯控股控股和比亚迪公司的股价周一在港均走高。发生了什么：食品配送巨头的股票...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/10/23313093/alibaba-skyrockets-8-in-hong-kong-as-meituan-regulatory-fine-fuels-market-wide-optmisim\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/10/23313093/alibaba-skyrockets-8-in-hong-kong-as-meituan-regulatory-fine-fuels-market-wide-optmisim\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Skyrockets 8% In Hong Kong As Meituan Regulatory Fine Fuels Market-Wide Optmisim<blockquote>美团-W监管细则刺激全市场乐观情绪，阿里巴巴-SW股价飙升8%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Skyrockets 8% In Hong Kong As Meituan Regulatory Fine Fuels Market-Wide Optmisim<blockquote>美团-W监管细则刺激全市场乐观情绪，阿里巴巴-SW股价飙升8%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-10-11 13:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Shares of Meituan, Alibaba Group Holding Limited, JD.Com Inc., Baidu Inc, Tencent Holdings, and BYDCo are all trading higher in Hong Kong on Monday. What Happened: Shares of food delivery giant ...</p><p><blockquote><div>美团-W、阿里巴巴-SW集团控股有限公司、京东公司、百度公司、腾讯控股控股和比亚迪公司的股价周一在港均走高。发生了什么：食品配送巨头的股票...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/10/23313093/alibaba-skyrockets-8-in-hong-kong-as-meituan-regulatory-fine-fuels-market-wide-optmisim\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/10/23313093/alibaba-skyrockets-8-in-hong-kong-as-meituan-regulatory-fine-fuels-market-wide-optmisim\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/10/23313093/alibaba-skyrockets-8-in-hong-kong-as-meituan-regulatory-fine-fuels-market-wide-optmisim\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","03690":"美团-W","MPNGY":"美团ADR","09888":"百度集团-SW","JD":"京东","00700":"腾讯控股"},"source_url":"https://www.benzinga.com/news/21/10/23313093/alibaba-skyrockets-8-in-hong-kong-as-meituan-regulatory-fine-fuels-market-wide-optmisim","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120320700","content_text":"Shares of Meituan, Alibaba Group Holding Limited, JD.Com Inc., Baidu Inc, Tencent Holdings, and BYDCo are all trading higher in Hong Kong on Monday.\nWhat Happened: Shares of food delivery giant Meituan are trading 8.75% higher at HKD 278.40 after China fined the company $530 million for antitrust violations on Friday, the second such regulatory fine so far this year.\nChinese e-commerce giant Alibaba’s shares traded almost 8.81% higher at HKD 169.20 in Hong Kong, while e-commerce company JD.Com’s shares are up 4.93% to HKD 310.80 and Baidu shares are up 5.8% at HKD 161.80.\nBYD shares were up 5.82% at HKD 257.60 on Monday.","news_type":1,"symbols_score_info":{"00700":0.9,"03690":0.9,"BABA":0.9,"JD":0.9,"09888":0.9,"MPNGY":0.9}},"isVote":1,"tweetType":1,"viewCount":2191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603795653,"gmtCreate":1638449989863,"gmtModify":1638449989863,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603795653","repostId":"1127856957","repostType":4,"repost":{"id":"1127856957","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":1638448324,"share":"https://www.laohu8.com/m/news/1127856957?lang=zh_CN&edition=full","pubTime":"2021-12-02 20:32","market":"us","language":"en","title":"WeWork shares dropped 3.6% in premarket trading<blockquote>WeWork股价在盘前交易中下跌3.6%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127856957","media":"Tiger Newspress","summary":"WeWork shares dropped 3.6% in premarket trading as the company to restate results due to classificat","content":"<p>WeWork shares dropped 3.6% in premarket trading&nbsp;as&nbsp;the&nbsp;company&nbsp;to restate results due to classification error with its SPAC acquirer.</p><p><blockquote>由于SPAC收购方的分类错误，WeWork股价在盘前交易中下跌3.6%，该公司将重述业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ff19f2dba5816b32384184f08295e800\" tg-width=\"850\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> WeWork Inc. said in a securities filing that it would restate several quarters of its results, including its latest one, and that management has concluded there was a material weakness in its internal control.</p><p><blockquote>WeWork Inc.在一份证券备案文件中表示，将重述几个季度的业绩，包括最新的业绩，管理层得出的结论是，其内部控制存在重大弱点。</blockquote></p><p> The office-sharing company,which went public in October&nbsp;through a combination with BowX Acquisition Corp., a special-purpose acquisition company, said Wednesday that the reinstatement relates to accounting classification of common shares issued as part of BowX’s initial public offering.</p><p><blockquote>这家办公室共享公司于10月份通过与特殊目的收购公司BowX Acquisition Corp.合并上市，周三表示，恢复与作为BowX首次公开募股一部分发行的普通股的会计分类有关。</blockquote></p><p> It classified a portion of those shares as permanent equity. Given that the shares had “certain redemption features not solely within the company’s control,” they should have been classified as temporary equity.</p><p><blockquote>它将这些股份的一部分归类为永久股权。鉴于这些股份具有“并非完全在公司控制范围内的某些赎回特征”，它们本应被归类为临时股权。</blockquote></p><p> Given the classification error, “There was a material weakness in internal control over financial reporting relating to the interpretation and accounting for certain complex features of the public shares,” the company said in a securities filing.</p><p><blockquote>该公司在一份证券备案文件中表示，鉴于分类错误，“与公众股票某些复杂特征的解释和会计相关的财务报告内部控制存在重大弱点”。</blockquote></p><p> As a result of the finding, the company plans to restate financial statements for 2020 and the first three quarters of 2021.</p><p><blockquote>由于这一发现，该公司计划重述2020年和2021年前三季度的财务报表。</blockquote></p><p> The company said in a statement Wednesday that the restatement plans aren’t related to its current operations.</p><p><blockquote>该公司周三在一份声明中表示，重述计划与其当前的运营无关。</blockquote></p><p> “The ‘material weakness’ referenced in the filing today existed at BowX and does not carry over to WeWork,” the company said.</p><p><blockquote>该公司表示：“今天提交的文件中提到的‘重大弱点’存在于BowX，不会延续到WeWork。”</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>WeWork shares dropped 3.6% in premarket trading<blockquote>WeWork股价在盘前交易中下跌3.6%</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\">\nWeWork shares dropped 3.6% in premarket trading<blockquote>WeWork股价在盘前交易中下跌3.6%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-02 20:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>WeWork shares dropped 3.6% in premarket trading&nbsp;as&nbsp;the&nbsp;company&nbsp;to restate results due to classification error with its SPAC acquirer.</p><p><blockquote>由于SPAC收购方的分类错误，WeWork股价在盘前交易中下跌3.6%，该公司将重述业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ff19f2dba5816b32384184f08295e800\" tg-width=\"850\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> WeWork Inc. said in a securities filing that it would restate several quarters of its results, including its latest one, and that management has concluded there was a material weakness in its internal control.</p><p><blockquote>WeWork Inc.在一份证券备案文件中表示，将重述几个季度的业绩，包括最新的业绩，管理层得出的结论是，其内部控制存在重大弱点。</blockquote></p><p> The office-sharing company,which went public in October&nbsp;through a combination with BowX Acquisition Corp., a special-purpose acquisition company, said Wednesday that the reinstatement relates to accounting classification of common shares issued as part of BowX’s initial public offering.</p><p><blockquote>这家办公室共享公司于10月份通过与特殊目的收购公司BowX Acquisition Corp.合并上市，周三表示，恢复与作为BowX首次公开募股一部分发行的普通股的会计分类有关。</blockquote></p><p> It classified a portion of those shares as permanent equity. Given that the shares had “certain redemption features not solely within the company’s control,” they should have been classified as temporary equity.</p><p><blockquote>它将这些股份的一部分归类为永久股权。鉴于这些股份具有“并非完全在公司控制范围内的某些赎回特征”，它们本应被归类为临时股权。</blockquote></p><p> Given the classification error, “There was a material weakness in internal control over financial reporting relating to the interpretation and accounting for certain complex features of the public shares,” the company said in a securities filing.</p><p><blockquote>该公司在一份证券备案文件中表示，鉴于分类错误，“与公众股票某些复杂特征的解释和会计相关的财务报告内部控制存在重大弱点”。</blockquote></p><p> As a result of the finding, the company plans to restate financial statements for 2020 and the first three quarters of 2021.</p><p><blockquote>由于这一发现，该公司计划重述2020年和2021年前三季度的财务报表。</blockquote></p><p> The company said in a statement Wednesday that the restatement plans aren’t related to its current operations.</p><p><blockquote>该公司周三在一份声明中表示，重述计划与其当前的运营无关。</blockquote></p><p> “The ‘material weakness’ referenced in the filing today existed at BowX and does not carry over to WeWork,” the company said.</p><p><blockquote>该公司表示：“今天提交的文件中提到的‘重大弱点’存在于BowX，不会延续到WeWork。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127856957","content_text":"WeWork shares dropped 3.6% in premarket trading as the company to restate results due to classification error with its SPAC acquirer.\n\nWeWork Inc. said in a securities filing that it would restate several quarters of its results, including its latest one, and that management has concluded there was a material weakness in its internal control.\nThe office-sharing company,which went public in October through a combination with BowX Acquisition Corp., a special-purpose acquisition company, said Wednesday that the reinstatement relates to accounting classification of common shares issued as part of BowX’s initial public offering.\nIt classified a portion of those shares as permanent equity. Given that the shares had “certain redemption features not solely within the company’s control,” they should have been classified as temporary equity.\nGiven the classification error, “There was a material weakness in internal control over financial reporting relating to the interpretation and accounting for certain complex features of the public shares,” the company said in a securities filing.\nAs a result of the finding, the company plans to restate financial statements for 2020 and the first three quarters of 2021.\nThe company said in a statement Wednesday that the restatement plans aren’t related to its current operations.\n“The ‘material weakness’ referenced in the filing today existed at BowX and does not carry over to WeWork,” the company said.","news_type":1,"symbols_score_info":{"WE":0.9}},"isVote":1,"tweetType":1,"viewCount":2158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821240866,"gmtCreate":1633751409833,"gmtModify":1633751409969,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821240866","repostId":"1167388174","repostType":4,"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816204289,"gmtCreate":1630502229741,"gmtModify":1631892377624,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816204289","repostId":"2164125892","repostType":4,"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813475951,"gmtCreate":1630240175373,"gmtModify":1704957367910,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813475951","repostId":"2163079604","repostType":4,"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819953372,"gmtCreate":1630029287296,"gmtModify":1704954839377,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/819953372","repostId":"2162847016","repostType":4,"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893753593,"gmtCreate":1628302365712,"gmtModify":1633751827531,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893753593","repostId":"1180025090","repostType":4,"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802936805,"gmtCreate":1627704948507,"gmtModify":1633756922385,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802936805","repostId":"1125426477","repostType":4,"repost":{"id":"1125426477","kind":"news","pubTimestamp":1627688762,"share":"https://www.laohu8.com/m/news/1125426477?lang=zh_CN&edition=full","pubTime":"2021-07-31 07:46","market":"us","language":"en","title":"BofA Says Interest Rates Are at 5,000-Year Low<blockquote>美国银行称利率处于5000年来的低点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125426477","media":"The Street","summary":"'At some point in the next 5,000 years, rates will rise, but there is no fear on Wall Street that th","content":"<p>  'At some point in the next 5,000 years, rates will rise, but there is no fear on Wall Street that this happens anytime soon,' BofA says.  Bank of America says interest rates are at a 5,000-year low and recommends holding quality, defensive stocks for the rest of the year.</p><p><blockquote>美国银行说，在未来5000年的某个时候，利率将会上升，但华尔街并不担心这种情况会很快发生。美国银行表示，利率处于5000年来的低点，并建议在今年剩余时间内持有优质防御性股票。</blockquote></p><p> The interest-rate calculation comes from BofA’s own data, the Bank of England, Global Financial Data and the 2005 book “A History of Interest Rates.”</p><p><blockquote>利率计算来自美国银行自己的数据、英格兰银行、全球金融数据和2005年的《利率史》一书。</blockquote></p><p> “Central banks are keeping global interest rates at 5,000 year lows,” wrote BofA&nbsp; Chief Investment Strategist Michael Hartnett. “At some point in the next 5,000 years, rates will rise, but there is no fear on Wall Street that this happens anytime soon.”</p><p><blockquote>美国银行首席投资策略师Michael Hartnett写道：“各国央行正在将全球利率维持在5000年来的低点。”“在未来5000年的某个时候，利率将会上升，但华尔街并不担心这种情况会很快发生。”</blockquote></p><p> The message of this week’s FOMC meeting was \"we will let it [the economy] run hot, [represents an] ok for inflation to be not-so-transitory,” he said.</p><p><blockquote>他表示，本周FOMC会议传达的信息是“我们将让[经济]过热，[代表]通胀不会那么短暂”。</blockquote></p><p> “The market reaction will be [to push] the U.S. dollar down and U.S. Treasury yields up. Commodities will remain bid, and there will be a rotation to emerging market stocks and bonds.”</p><p><blockquote>“市场的反应将是（推动）美元下跌，美国国债收益率上升。大宗商品将保持出价，并将轮动到新兴市场股票和债券。”</blockquote></p><p> Hartnett also sees a “preference for quality and defensive stocks, driven by inflation causing growth and EPS estimates to fall. The U.S. consumer has peaked.”</p><p><blockquote>Hartnett还认为，“在通胀导致增长和每股收益预期下降的推动下，人们对优质和防御性股票的偏好。美国消费者已经见顶。”</blockquote></p><p> As for BofA’s advice, it recommends owning “defensive, quality stocks in the second half, … as policy flip-flops will end in a market correction,” Hartnett says.</p><p><blockquote>至于美国银行的建议，它建议“在下半年持有防御性的优质股票……因为政策转变将以市场调整告终，”哈特尼特表示。</blockquote></p><p> BofA favors defensive stocks in vaccinated markets, such as the U.S. and European Union. And it likes cyclical reopening stocks in markets with “vaccine-upside, i.e. Japan, China and emerging markets.”</p><p><blockquote>美国银行青睐美国和欧盟等已接种疫苗市场的防御性股票。它喜欢具有“疫苗上涨空间的市场，即日本、中国和新兴市场”的周期性重新开放股票。</blockquote></p><p> U.S. stocks are falling Friday, as investors weigh concerns about the spread of the COVID-19 Delta variant and disappointing results from online retail giant Amazon (AMZN).</p><p><blockquote>由于投资者权衡对COVID-19德尔塔变异毒株蔓延的担忧以及在线零售巨头亚马逊(AMZN)令人失望的业绩，美国股市周五下跌。</blockquote></p><p></p>","source":"lsy1610613172068","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>BofA Says Interest Rates Are at 5,000-Year Low<blockquote>美国银行称利率处于5000年来的低点</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\">\nBofA Says Interest Rates Are at 5,000-Year Low<blockquote>美国银行称利率处于5000年来的低点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-07-31 07:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  'At some point in the next 5,000 years, rates will rise, but there is no fear on Wall Street that this happens anytime soon,' BofA says.  Bank of America says interest rates are at a 5,000-year low and recommends holding quality, defensive stocks for the rest of the year.</p><p><blockquote>美国银行说，在未来5000年的某个时候，利率将会上升，但华尔街并不担心这种情况会很快发生。美国银行表示，利率处于5000年来的低点，并建议在今年剩余时间内持有优质防御性股票。</blockquote></p><p> The interest-rate calculation comes from BofA’s own data, the Bank of England, Global Financial Data and the 2005 book “A History of Interest Rates.”</p><p><blockquote>利率计算来自美国银行自己的数据、英格兰银行、全球金融数据和2005年的《利率史》一书。</blockquote></p><p> “Central banks are keeping global interest rates at 5,000 year lows,” wrote BofA&nbsp; Chief Investment Strategist Michael Hartnett. “At some point in the next 5,000 years, rates will rise, but there is no fear on Wall Street that this happens anytime soon.”</p><p><blockquote>美国银行首席投资策略师Michael Hartnett写道：“各国央行正在将全球利率维持在5000年来的低点。”“在未来5000年的某个时候，利率将会上升，但华尔街并不担心这种情况会很快发生。”</blockquote></p><p> The message of this week’s FOMC meeting was \"we will let it [the economy] run hot, [represents an] ok for inflation to be not-so-transitory,” he said.</p><p><blockquote>他表示，本周FOMC会议传达的信息是“我们将让[经济]过热，[代表]通胀不会那么短暂”。</blockquote></p><p> “The market reaction will be [to push] the U.S. dollar down and U.S. Treasury yields up. Commodities will remain bid, and there will be a rotation to emerging market stocks and bonds.”</p><p><blockquote>“市场的反应将是（推动）美元下跌，美国国债收益率上升。大宗商品将保持出价，并将轮动到新兴市场股票和债券。”</blockquote></p><p> Hartnett also sees a “preference for quality and defensive stocks, driven by inflation causing growth and EPS estimates to fall. The U.S. consumer has peaked.”</p><p><blockquote>Hartnett还认为，“在通胀导致增长和每股收益预期下降的推动下，人们对优质和防御性股票的偏好。美国消费者已经见顶。”</blockquote></p><p> As for BofA’s advice, it recommends owning “defensive, quality stocks in the second half, … as policy flip-flops will end in a market correction,” Hartnett says.</p><p><blockquote>至于美国银行的建议，它建议“在下半年持有防御性的优质股票……因为政策转变将以市场调整告终，”哈特尼特表示。</blockquote></p><p> BofA favors defensive stocks in vaccinated markets, such as the U.S. and European Union. And it likes cyclical reopening stocks in markets with “vaccine-upside, i.e. Japan, China and emerging markets.”</p><p><blockquote>美国银行青睐美国和欧盟等已接种疫苗市场的防御性股票。它喜欢具有“疫苗上涨空间的市场，即日本、中国和新兴市场”的周期性重新开放股票。</blockquote></p><p> U.S. stocks are falling Friday, as investors weigh concerns about the spread of the COVID-19 Delta variant and disappointing results from online retail giant Amazon (AMZN).</p><p><blockquote>由于投资者权衡对COVID-19德尔塔变异毒株蔓延的担忧以及在线零售巨头亚马逊(AMZN)令人失望的业绩，美国股市周五下跌。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/b-of-a-interest-rates-5000-year-\">The Street</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":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.thestreet.com/investing/b-of-a-interest-rates-5000-year-","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125426477","content_text":"'At some point in the next 5,000 years, rates will rise, but there is no fear on Wall Street that this happens anytime soon,' BofA says.\n\nBank of America says interest rates are at a 5,000-year low and recommends holding quality, defensive stocks for the rest of the year.\nThe interest-rate calculation comes from BofA’s own data, the Bank of England, Global Financial Data and the 2005 book “A History of Interest Rates.”\n“Central banks are keeping global interest rates at 5,000 year lows,” wrote BofA  Chief Investment Strategist Michael Hartnett. “At some point in the next 5,000 years, rates will rise, but there is no fear on Wall Street that this happens anytime soon.”\nThe message of this week’s FOMC meeting was \"we will let it [the economy] run hot, [represents an] ok for inflation to be not-so-transitory,” he said.\n“The market reaction will be [to push] the U.S. dollar down and U.S. Treasury yields up. Commodities will remain bid, and there will be a rotation to emerging market stocks and bonds.”\nHartnett also sees a “preference for quality and defensive stocks, driven by inflation causing growth and EPS estimates to fall. The U.S. consumer has peaked.”\nAs for BofA’s advice, it recommends owning “defensive, quality stocks in the second half, … as policy flip-flops will end in a market correction,” Hartnett says.\nBofA favors defensive stocks in vaccinated markets, such as the U.S. and European Union. And it likes cyclical reopening stocks in markets with “vaccine-upside, i.e. Japan, China and emerging markets.”\nU.S. stocks are falling Friday, as investors weigh concerns about the spread of the COVID-19 Delta variant and disappointing results from online retail giant Amazon (AMZN).","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":846727645,"gmtCreate":1636116211499,"gmtModify":1636116307957,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/846727645","repostId":"1176744367","repostType":4,"repost":{"id":"1176744367","kind":"news","pubTimestamp":1636115842,"share":"https://www.laohu8.com/m/news/1176744367?lang=zh_CN&edition=full","pubTime":"2021-11-05 20:37","market":"us","language":"en","title":"Peloton Stock Is in Free Fall. This Is Where Analysts Say the Shares Are Going.<blockquote>Peloton股票正在自由落体。这就是分析师所说的股价走势。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176744367","media":"Barrons","summary":"Peloton stock was plunging Friday after its third-quarter earnings disappointed and the company cut ","content":"<p>Peloton stock was plunging Friday after its third-quarter earnings disappointed and the company cut its full-year fiscal outlook.</p><p><blockquote>Peloton股价周五暴跌，此前该公司第三季度盈利令人失望，并下调了全年财政前景。</blockquote></p><p> Analysts have started weighing in with downgrades and price target cuts.</p><p><blockquote>分析师已开始考虑下调评级和下调目标价。</blockquote></p><p> Peloton&nbsp;slipped 4.3% Thursday and the stock collapsed 32% in U.S. premarket trading Friday to $59—heading for its lowest levels since July 2020. It’s the latest “pandemic play” stock to come under pressure.</p><p><blockquote>Peloton周四下跌4.3%，该股周五在美国盘前交易中暴跌32%，至59美元，跌至2020年7月以来的最低水平。这是最新一只面临压力的“流行病游戏”股票。</blockquote></p><p> Investment banks Stifel, Truist Securities, and Cowen, as well as investment advisory firm Evercore ISI and research firm MKM Partners, all lowered their price targets for Peloton stock on the back of the company’s earnings.</p><p><blockquote>投资银行Stifel、Truist Securities和Cowen，以及投资咨询公司Evercore ISI和研究公司MKM Partners均因该公司盈利而下调了Peloton股票的目标价。</blockquote></p><p> Peloton reported a net loss of $376 million or $1.25 per share in its latest quarter, delivering a worse performance than the $1.10 per share loss expected by Wall Street. The company, which makes exercise equipment paired with monthly subscriptions, also cut its outlook for revenue this fiscal year—which ends June 2022—to a range of $4.4 billion to $4.8 billion, down from prior guidance of $5.4 billion.</p><p><blockquote>Peloton报告最近一个季度净亏损3.76亿美元，即每股亏损1.25美元，业绩低于华尔街预期的每股亏损1.10美元。该公司生产按月订阅的运动器材，还将截至2022年6月的本财年收入预期下调至44亿美元至48亿美元，低于之前指导的54亿美元。</blockquote></p><p> Truist Securities downgraded Peloton from Buy to Hold and cut its price target on the stock from $130 to $68.</p><p><blockquote>Truist Securities将Peloton的评级从买入下调至持有，并将该股目标价从130美元下调至68美元。</blockquote></p><p> The Truist team, led by Youssef Squali, said its downgrade was primarily driven by softer-than-expected demand for bikes and treadmills this fiscal year, despite lower prices, as a result of consumers’ increased mobility.</p><p><blockquote>由Youssef Squali领导的Truist团队表示，其评级下调主要是由于本财年自行车和跑步机的需求低于预期，尽管消费者流动性增加导致价格下降。</blockquote></p><p> Higher losses as a result of a pinch on margins and a lack of near-term catalysts for investors in the short term added to their view. Beyond June 2022, however, they see favorable trends around home fitness remaining intact, and see Peloton having potential for material growth and margin leverage.</p><p><blockquote>由于利润率紧缩以及投资者短期内缺乏近期催化剂而导致的更高损失加剧了他们的观点。然而，2022年6月之后，他们认为家庭健身的有利趋势保持不变，并认为Peloton具有实质性增长和利润杠杆的潜力。</blockquote></p><p> MKM Partners also downgraded Peloton Friday, from Buy to Neutral, similarly slashing its price target on the shares from $130 to $70.</p><p><blockquote>MKM Partners周五还将Peloton的评级从买入下调至中性，同样将该股目标价从130美元下调至70美元。</blockquote></p><p> Managing director Rohit Kulkarni said they were wrong about how the re-opening and competitive headwinds would impact Peloton’s performance. The research group believes consumer preferences have changed rapidly, and that the company “has as yet seen the entirety of the potential near-term headwind.”</p><p><blockquote>董事总经理Rohit Kulkarni表示，他们对重新开放和竞争阻力将如何影响Peloton业绩的看法是错误的。该研究小组认为，消费者的偏好已经迅速变化，该公司“尚未看到近期潜在的全部阻力”。</blockquote></p><p> “Peloton is going to be in cash-burn mode now.”</p><p><blockquote>“Peloton现在将处于烧钱模式。”</blockquote></p><p> Another downgrade came from Stifel, which changed its rating on Peloton from Buy to Hold and lowered its price target from $120 to $70.</p><p><blockquote>另一个评级下调来自Stifel，该公司将Peloton的评级从买入改为持有，并将目标价从120美元下调至70美元。</blockquote></p><p> Analysts led by Scott W. Devitt said that prior guidance had given them confidence that Peloton could grow through the reopening period, with a new product launch and expansion into international markets as potential catalysts. That’s changed.</p><p><blockquote>以Scott W.Devitt为首的分析师表示，之前的指导让他们相信Peloton可以在重新开放期间实现增长，新产品的推出和向国际市场的扩张是潜在的催化剂。那已经改变了。</blockquote></p><p> “We expect it will take several quarters to determine a more normalized pace of growth, or more skeptically, whether or not the revised outlook is an indication that the core product may be closer to maturity in existing markets than previously thought,” the analysts said. “We see limited near-term upside as Peloton works through this digestion period.”</p><p><blockquote>分析师表示：“我们预计需要几个季度才能确定更加正常化的增长速度，或者更加怀疑修订后的前景是否表明核心产品在现有市场可能比之前想象的更接近成熟。”说。“随着Peloton度过这个消化期，我们认为近期上涨空间有限。”</blockquote></p><p> Meanwhile, Evercore ISI maintained its In Line rating of Peloton and also slashed its price target, from $108 to $72.</p><p><blockquote>与此同时，Evercore ISI维持Peloton的一致评级，并将目标价从108美元下调至72美元。</blockquote></p><p> “Essentially, the company mis-forecasted the magnitude of the impact from reopening economies (and the resulting reduction in consumer demand), ongoing supply chain constraints, cost inflation, and logistics challenges when they initially provided FY’22 guidance last quarter,” the team at Evercore, led by Shweta Khajuria, said Thursday. “We remain on the sidelines.”</p><p><blockquote>“从本质上讲，该公司在上季度最初提供22财年指引时，错误地预测了经济重新开放（以及由此导致的消费者需求减少）、持续的供应链限制、成本通胀和物流挑战的影响程度。”由Shweta Khajuria领导的Evercore团队周四表示。“我们仍然保持观望。”</blockquote></p><p> For its part, Cowen kept its Outperform rating on Peloton but lowered its price target from $130 to $100.</p><p><blockquote>Cowen维持Peloton跑赢大盘的评级，但将目标价从130美元下调至100美元。</blockquote></p><p> The analysts at Cowen, led by John Blackledge, called Peloton’s results solid but noted the downbeat outlook for earnings. That said, they remain firm in their bullish view on the stock.</p><p><blockquote>以John Blackledge为首的Cowen分析师称Peloton的业绩稳健，但指出盈利前景悲观。尽管如此，他们仍然坚定地看好该股。</blockquote></p><p> “Peloton is the clear leader in the emerging connected fitness segment and is poised to expand its addressable market as awareness rises amid its expansion into new hardware &amp; content verticals and international markets,” they wrote Friday.</p><p><blockquote>他们周五写道：“Peloton是新兴互联健身领域的明显领导者，随着其向新的硬件和内容垂直领域以及国际市场扩张的知名度不断提高，Peloton准备扩大其潜在市场。”</blockquote></p><p> Cowen sees demand for convenient fitness options, as well as favorable health and wellness trends, driving multiyear tailwinds.</p><p><blockquote>Cowen看到了对便捷健身选择的需求，以及有利的健康和保健趋势，推动了多年的顺风。</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>Peloton Stock Is in Free Fall. This Is Where Analysts Say the Shares Are Going.<blockquote>Peloton股票正在自由落体。这就是分析师所说的股价走势。</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\">\nPeloton Stock Is in Free Fall. This Is Where Analysts Say the Shares Are Going.<blockquote>Peloton股票正在自由落体。这就是分析师所说的股价走势。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-05 20:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Peloton stock was plunging Friday after its third-quarter earnings disappointed and the company cut its full-year fiscal outlook.</p><p><blockquote>Peloton股价周五暴跌，此前该公司第三季度盈利令人失望，并下调了全年财政前景。</blockquote></p><p> Analysts have started weighing in with downgrades and price target cuts.</p><p><blockquote>分析师已开始考虑下调评级和下调目标价。</blockquote></p><p> Peloton&nbsp;slipped 4.3% Thursday and the stock collapsed 32% in U.S. premarket trading Friday to $59—heading for its lowest levels since July 2020. It’s the latest “pandemic play” stock to come under pressure.</p><p><blockquote>Peloton周四下跌4.3%，该股周五在美国盘前交易中暴跌32%，至59美元，跌至2020年7月以来的最低水平。这是最新一只面临压力的“流行病游戏”股票。</blockquote></p><p> Investment banks Stifel, Truist Securities, and Cowen, as well as investment advisory firm Evercore ISI and research firm MKM Partners, all lowered their price targets for Peloton stock on the back of the company’s earnings.</p><p><blockquote>投资银行Stifel、Truist Securities和Cowen，以及投资咨询公司Evercore ISI和研究公司MKM Partners均因该公司盈利而下调了Peloton股票的目标价。</blockquote></p><p> Peloton reported a net loss of $376 million or $1.25 per share in its latest quarter, delivering a worse performance than the $1.10 per share loss expected by Wall Street. The company, which makes exercise equipment paired with monthly subscriptions, also cut its outlook for revenue this fiscal year—which ends June 2022—to a range of $4.4 billion to $4.8 billion, down from prior guidance of $5.4 billion.</p><p><blockquote>Peloton报告最近一个季度净亏损3.76亿美元，即每股亏损1.25美元，业绩低于华尔街预期的每股亏损1.10美元。该公司生产按月订阅的运动器材，还将截至2022年6月的本财年收入预期下调至44亿美元至48亿美元，低于之前指导的54亿美元。</blockquote></p><p> Truist Securities downgraded Peloton from Buy to Hold and cut its price target on the stock from $130 to $68.</p><p><blockquote>Truist Securities将Peloton的评级从买入下调至持有，并将该股目标价从130美元下调至68美元。</blockquote></p><p> The Truist team, led by Youssef Squali, said its downgrade was primarily driven by softer-than-expected demand for bikes and treadmills this fiscal year, despite lower prices, as a result of consumers’ increased mobility.</p><p><blockquote>由Youssef Squali领导的Truist团队表示，其评级下调主要是由于本财年自行车和跑步机的需求低于预期，尽管消费者流动性增加导致价格下降。</blockquote></p><p> Higher losses as a result of a pinch on margins and a lack of near-term catalysts for investors in the short term added to their view. Beyond June 2022, however, they see favorable trends around home fitness remaining intact, and see Peloton having potential for material growth and margin leverage.</p><p><blockquote>由于利润率紧缩以及投资者短期内缺乏近期催化剂而导致的更高损失加剧了他们的观点。然而，2022年6月之后，他们认为家庭健身的有利趋势保持不变，并认为Peloton具有实质性增长和利润杠杆的潜力。</blockquote></p><p> MKM Partners also downgraded Peloton Friday, from Buy to Neutral, similarly slashing its price target on the shares from $130 to $70.</p><p><blockquote>MKM Partners周五还将Peloton的评级从买入下调至中性，同样将该股目标价从130美元下调至70美元。</blockquote></p><p> Managing director Rohit Kulkarni said they were wrong about how the re-opening and competitive headwinds would impact Peloton’s performance. The research group believes consumer preferences have changed rapidly, and that the company “has as yet seen the entirety of the potential near-term headwind.”</p><p><blockquote>董事总经理Rohit Kulkarni表示，他们对重新开放和竞争阻力将如何影响Peloton业绩的看法是错误的。该研究小组认为，消费者的偏好已经迅速变化，该公司“尚未看到近期潜在的全部阻力”。</blockquote></p><p> “Peloton is going to be in cash-burn mode now.”</p><p><blockquote>“Peloton现在将处于烧钱模式。”</blockquote></p><p> Another downgrade came from Stifel, which changed its rating on Peloton from Buy to Hold and lowered its price target from $120 to $70.</p><p><blockquote>另一个评级下调来自Stifel，该公司将Peloton的评级从买入改为持有，并将目标价从120美元下调至70美元。</blockquote></p><p> Analysts led by Scott W. Devitt said that prior guidance had given them confidence that Peloton could grow through the reopening period, with a new product launch and expansion into international markets as potential catalysts. That’s changed.</p><p><blockquote>以Scott W.Devitt为首的分析师表示，之前的指导让他们相信Peloton可以在重新开放期间实现增长，新产品的推出和向国际市场的扩张是潜在的催化剂。那已经改变了。</blockquote></p><p> “We expect it will take several quarters to determine a more normalized pace of growth, or more skeptically, whether or not the revised outlook is an indication that the core product may be closer to maturity in existing markets than previously thought,” the analysts said. “We see limited near-term upside as Peloton works through this digestion period.”</p><p><blockquote>分析师表示：“我们预计需要几个季度才能确定更加正常化的增长速度，或者更加怀疑修订后的前景是否表明核心产品在现有市场可能比之前想象的更接近成熟。”说。“随着Peloton度过这个消化期，我们认为近期上涨空间有限。”</blockquote></p><p> Meanwhile, Evercore ISI maintained its In Line rating of Peloton and also slashed its price target, from $108 to $72.</p><p><blockquote>与此同时，Evercore ISI维持Peloton的一致评级，并将目标价从108美元下调至72美元。</blockquote></p><p> “Essentially, the company mis-forecasted the magnitude of the impact from reopening economies (and the resulting reduction in consumer demand), ongoing supply chain constraints, cost inflation, and logistics challenges when they initially provided FY’22 guidance last quarter,” the team at Evercore, led by Shweta Khajuria, said Thursday. “We remain on the sidelines.”</p><p><blockquote>“从本质上讲，该公司在上季度最初提供22财年指引时，错误地预测了经济重新开放（以及由此导致的消费者需求减少）、持续的供应链限制、成本通胀和物流挑战的影响程度。”由Shweta Khajuria领导的Evercore团队周四表示。“我们仍然保持观望。”</blockquote></p><p> For its part, Cowen kept its Outperform rating on Peloton but lowered its price target from $130 to $100.</p><p><blockquote>Cowen维持Peloton跑赢大盘的评级，但将目标价从130美元下调至100美元。</blockquote></p><p> The analysts at Cowen, led by John Blackledge, called Peloton’s results solid but noted the downbeat outlook for earnings. That said, they remain firm in their bullish view on the stock.</p><p><blockquote>以John Blackledge为首的Cowen分析师称Peloton的业绩稳健，但指出盈利前景悲观。尽管如此，他们仍然坚定地看好该股。</blockquote></p><p> “Peloton is the clear leader in the emerging connected fitness segment and is poised to expand its addressable market as awareness rises amid its expansion into new hardware &amp; content verticals and international markets,” they wrote Friday.</p><p><blockquote>他们周五写道：“Peloton是新兴互联健身领域的明显领导者，随着其向新的硬件和内容垂直领域以及国际市场扩张的知名度不断提高，Peloton准备扩大其潜在市场。”</blockquote></p><p> Cowen sees demand for convenient fitness options, as well as favorable health and wellness trends, driving multiyear tailwinds.</p><p><blockquote>Cowen看到了对便捷健身选择的需求，以及有利的健康和保健趋势，推动了多年的顺风。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/peloton-stock-is-in-free-fall-heres-where-analysts-say-the-shares-are-going-51636112051?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":{"PTON":"Peloton Interactive, Inc."},"source_url":"https://www.barrons.com/articles/peloton-stock-is-in-free-fall-heres-where-analysts-say-the-shares-are-going-51636112051?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176744367","content_text":"Peloton stock was plunging Friday after its third-quarter earnings disappointed and the company cut its full-year fiscal outlook.\nAnalysts have started weighing in with downgrades and price target cuts.\nPeloton slipped 4.3% Thursday and the stock collapsed 32% in U.S. premarket trading Friday to $59—heading for its lowest levels since July 2020. It’s the latest “pandemic play” stock to come under pressure.\nInvestment banks Stifel, Truist Securities, and Cowen, as well as investment advisory firm Evercore ISI and research firm MKM Partners, all lowered their price targets for Peloton stock on the back of the company’s earnings.\nPeloton reported a net loss of $376 million or $1.25 per share in its latest quarter, delivering a worse performance than the $1.10 per share loss expected by Wall Street. The company, which makes exercise equipment paired with monthly subscriptions, also cut its outlook for revenue this fiscal year—which ends June 2022—to a range of $4.4 billion to $4.8 billion, down from prior guidance of $5.4 billion.\nTruist Securities downgraded Peloton from Buy to Hold and cut its price target on the stock from $130 to $68.\nThe Truist team, led by Youssef Squali, said its downgrade was primarily driven by softer-than-expected demand for bikes and treadmills this fiscal year, despite lower prices, as a result of consumers’ increased mobility.\nHigher losses as a result of a pinch on margins and a lack of near-term catalysts for investors in the short term added to their view. Beyond June 2022, however, they see favorable trends around home fitness remaining intact, and see Peloton having potential for material growth and margin leverage.\nMKM Partners also downgraded Peloton Friday, from Buy to Neutral, similarly slashing its price target on the shares from $130 to $70.\nManaging director Rohit Kulkarni said they were wrong about how the re-opening and competitive headwinds would impact Peloton’s performance. The research group believes consumer preferences have changed rapidly, and that the company “has as yet seen the entirety of the potential near-term headwind.”\n“Peloton is going to be in cash-burn mode now.”\nAnother downgrade came from Stifel, which changed its rating on Peloton from Buy to Hold and lowered its price target from $120 to $70.\nAnalysts led by Scott W. Devitt said that prior guidance had given them confidence that Peloton could grow through the reopening period, with a new product launch and expansion into international markets as potential catalysts. That’s changed.\n“We expect it will take several quarters to determine a more normalized pace of growth, or more skeptically, whether or not the revised outlook is an indication that the core product may be closer to maturity in existing markets than previously thought,” the analysts said. “We see limited near-term upside as Peloton works through this digestion period.”\nMeanwhile, Evercore ISI maintained its In Line rating of Peloton and also slashed its price target, from $108 to $72.\n“Essentially, the company mis-forecasted the magnitude of the impact from reopening economies (and the resulting reduction in consumer demand), ongoing supply chain constraints, cost inflation, and logistics challenges when they initially provided FY’22 guidance last quarter,” the team at Evercore, led by Shweta Khajuria, said Thursday. “We remain on the sidelines.”\nFor its part, Cowen kept its Outperform rating on Peloton but lowered its price target from $130 to $100.\nThe analysts at Cowen, led by John Blackledge, called Peloton’s results solid but noted the downbeat outlook for earnings. That said, they remain firm in their bullish view on the stock.\n“Peloton is the clear leader in the emerging connected fitness segment and is poised to expand its addressable market as awareness rises amid its expansion into new hardware & content verticals and international markets,” they wrote Friday.\nCowen sees demand for convenient fitness options, as well as favorable health and wellness trends, driving multiyear tailwinds.","news_type":1,"symbols_score_info":{"PTON":0.9}},"isVote":1,"tweetType":1,"viewCount":2478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821191377,"gmtCreate":1633703540188,"gmtModify":1633703540333,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>To the moon!!!! [Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>To the moon!!!! [Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"$Tiger Brokers(TIGR)$To the moon!!!! [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821191377","isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860882908,"gmtCreate":1632152205304,"gmtModify":1632802465289,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/860882908","repostId":"2168683608","repostType":4,"repost":{"id":"2168683608","kind":"highlight","pubTimestamp":1632149100,"share":"https://www.laohu8.com/m/news/2168683608?lang=zh_CN&edition=full","pubTime":"2021-09-20 22:45","market":"us","language":"en","title":"Allvue Systems looks to raise up to $291 million as IPO terms are set<blockquote>随着IPO条款的确定，Allvue Systems希望筹集至多2.91亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2168683608","media":"MarketWatch","summary":"Allvue Systems Holdings Inc. has set terms of its initial public offering, in which the Florida-base","content":"<p>Allvue Systems Holdings Inc. has set terms of its initial public offering, in which the Florida-based technology provider for investment managers looks to raise up to $290.7 million. The company is offering 15.3 million Class A shares in the IPO, which is expected to price between $17 and $19 a share.</p><p><blockquote>Allvue Systems Holdings Inc.已经制定了首次公开募股的条款，这家总部位于佛罗里达州的投资管理技术提供商希望筹集至多2.907亿美元的资金。该公司将在IPO中发行1530万股A类股票，预计定价在每股17美元至19美元之间。</blockquote></p><p> The company expects to have 50.13 million Class A shares and 35.09 million Class V shares outstanding after the IPO, which could value the company at up to $1.62 billion at the IPO pricing.</p><p><blockquote>该公司预计IPO后将有5013万股A类股和3509万股V类股已发行，按IPO定价计算，该公司估值可能高达16.2亿美元。</blockquote></p><p> The stock is expected to list on the NYSE under the ticker symbol \"ALVU.\" Goldman Sachs, Barclays and Credit Suisse are the lead underwriters. The company recorded a net loss of $20.8 million on revenue of $71.3 million for the six months ended June 30, after a loss of $14.5 million on revenue of $62.5 million in the same period a year ago.</p><p><blockquote>该股预计将在纽约证券交易所上市，股票代码为“ALVU”。高盛、巴克莱和瑞士信贷是主承销商。截至6月30日的六个月，该公司净亏损2080万美元，营收7130万美元，去年同期亏损1450万美元，营收6250万美元。</blockquote></p><p> The company is looking to go public at a time that the <a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a> <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> has gained 5.1% over the past three months, while the S&amp;P 500 has tacked on 4.7%.</p><p><blockquote>该公司希望在<a href=\"https://laohu8.com/S/IPO\">文艺复兴IPO ETF</a><a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a>过去三个月上涨了5.1%，而标普500上涨了4.7%。</blockquote></p><p></p>","source":"lsy1603348471595","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>Allvue Systems looks to raise up to $291 million as IPO terms are set<blockquote>随着IPO条款的确定，Allvue Systems希望筹集至多2.91亿美元</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{ 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\">\nAllvue Systems looks to raise up to $291 million as IPO terms are set<blockquote>随着IPO条款的确定，Allvue Systems希望筹集至多2.91亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-09-20 22:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Allvue Systems Holdings Inc. has set terms of its initial public offering, in which the Florida-based technology provider for investment managers looks to raise up to $290.7 million. The company is offering 15.3 million Class A shares in the IPO, which is expected to price between $17 and $19 a share.</p><p><blockquote>Allvue Systems Holdings Inc.已经制定了首次公开募股的条款，这家总部位于佛罗里达州的投资管理技术提供商希望筹集至多2.907亿美元的资金。该公司将在IPO中发行1530万股A类股票，预计定价在每股17美元至19美元之间。</blockquote></p><p> The company expects to have 50.13 million Class A shares and 35.09 million Class V shares outstanding after the IPO, which could value the company at up to $1.62 billion at the IPO pricing.</p><p><blockquote>该公司预计IPO后将有5013万股A类股和3509万股V类股已发行，按IPO定价计算，该公司估值可能高达16.2亿美元。</blockquote></p><p> The stock is expected to list on the NYSE under the ticker symbol \"ALVU.\" Goldman Sachs, Barclays and Credit Suisse are the lead underwriters. The company recorded a net loss of $20.8 million on revenue of $71.3 million for the six months ended June 30, after a loss of $14.5 million on revenue of $62.5 million in the same period a year ago.</p><p><blockquote>该股预计将在纽约证券交易所上市，股票代码为“ALVU”。高盛、巴克莱和瑞士信贷是主承销商。截至6月30日的六个月，该公司净亏损2080万美元，营收7130万美元，去年同期亏损1450万美元，营收6250万美元。</blockquote></p><p> The company is looking to go public at a time that the <a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a> <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> has gained 5.1% over the past three months, while the S&amp;P 500 has tacked on 4.7%.</p><p><blockquote>该公司希望在<a href=\"https://laohu8.com/S/IPO\">文艺复兴IPO ETF</a><a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a>过去三个月上涨了5.1%，而标普500上涨了4.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/allvue-systems-looks-to-raise-up-to-291-million-as-ipo-terms-are-set-2021-09-20\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/allvue-systems-looks-to-raise-up-to-291-million-as-ipo-terms-are-set-2021-09-20","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2168683608","content_text":"Allvue Systems Holdings Inc. has set terms of its initial public offering, in which the Florida-based technology provider for investment managers looks to raise up to $290.7 million. The company is offering 15.3 million Class A shares in the IPO, which is expected to price between $17 and $19 a share.\nThe company expects to have 50.13 million Class A shares and 35.09 million Class V shares outstanding after the IPO, which could value the company at up to $1.62 billion at the IPO pricing.\nThe stock is expected to list on the NYSE under the ticker symbol \"ALVU.\" Goldman Sachs, Barclays and Credit Suisse are the lead underwriters. The company recorded a net loss of $20.8 million on revenue of $71.3 million for the six months ended June 30, after a loss of $14.5 million on revenue of $62.5 million in the same period a year ago.\nThe company is looking to go public at a time that the Renaissance IPO ETF $(IPO.UK)$ has gained 5.1% over the past three months, while the S&P 500 has tacked on 4.7%.","news_type":1,"symbols_score_info":{"ALVU":0.9}},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883927105,"gmtCreate":1631197657607,"gmtModify":1631892377599,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883927105","repostId":"2166348079","repostType":4,"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837548693,"gmtCreate":1629901837412,"gmtModify":1633681596497,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837548693","repostId":"1195506103","repostType":4,"repost":{"id":"1195506103","kind":"news","pubTimestamp":1629901738,"share":"https://www.laohu8.com/m/news/1195506103?lang=zh_CN&edition=full","pubTime":"2021-08-25 22:28","market":"us","language":"en","title":"Palantir: Shareholder Unfriendly Company With Limited Upside<blockquote>Palantir：股东不友好的公司，上涨空间有限</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195506103","media":"Seeking Alpha","summary":"Summary\n\nPalantir continues to widen its net loss despite improving its top-line performance.\nThe ex","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir continues to widen its net loss despite improving its top-line performance.</li>  <li>The excessive stock-based compensation program continues to eat all the profits and overshadows any growth of revenues or FCF.</li>  <li>We stick to our opinion that Palantir is not going to be able to create a lot of shareholder value anytime soon.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5c6d796592faec81d9a29502efa9c0\" tg-width=\"768\" tg-height=\"512\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>尽管营收业绩有所改善，Palantir的净亏损仍在继续扩大。</li><li>过度的股票薪酬计划继续吞噬所有利润，并掩盖了收入或自由现金流的任何增长。</li><li>我们坚持认为Palantir无法在短期内创造大量股东价值。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> The recent Q2 earnings report showed that Palantir (PLTR) continues to struggle to improve its bottom-line performance, as the company spends too much on its excessive stock-based compensation program, which eats all the profits and overshadows any growth of revenues or FCF. In addition, the massive dilution since the beginning of the year and the constant selling pressure from the company's insiders are preventing Palantir's shares from appreciating as well. Also, the fact that Palantir has underperformed against the S&amp;P 500 index in recent months and its stock hasn't moved much since March proves our point that the company is not an attractive investment at this stage, as there's every reason to believe that not a lot of shareholder value will be created anytime soon. For that reason, we continue to believe that it's better to invest in other, more attractive opportunities on the market and avoid Palantir.</p><p><blockquote>最近的第二季度收益报告显示，Palantir(PLTR)继续难以提高其底线业绩，因为该公司在过度的股票薪酬计划上花费过多，该计划吞噬了所有利润并掩盖了收入或自由现金流的任何增长。此外，今年以来的大规模稀释以及公司内部人士持续的抛售压力也阻碍了Palantir股价的升值。此外，Palantir近几个月表现不佳，且其股价自3月份以来没有太大变动，这一事实证明了我们的观点，即该公司现阶段不是一项有吸引力的投资，因为有充分的理由相信，很快就会创造出很多股东价值。因此，我们仍然认为最好投资于市场上其他更具吸引力的机会，并避免Palantir。</blockquote></p><p> <b>There's Nothing Attractive About This Stock</b></p><p><blockquote><b>这只股票没有什么吸引力</b></blockquote></p><p> A lot has been said about Palantir's business and its advantages against other competitors in recent articles on the company, so we won't be discussing it in this article. However, while Palantir certainly has some major advantages since its software solutions are hard to replicate, we also believe that at this stage it doesn't matter how strong its business is, as certain factors are likely going to continue to prevent the company's stock from appreciating anytime soon. Let's not ignore the fact that Palantir's stock has depreciated by over 45% from its all-time high, it also hasn't moved much since we started&nbsp;covering&nbsp;the company on Seeking Alpha in March, and we continue to believe that not a lot of shareholder value will be created anytime soon.</p><p><blockquote>最近有关Palantir的文章中已经对该公司的业务及其相对于其他竞争对手的优势进行了很多讨论，因此我们不会在本文中讨论它。然而，虽然Palantir肯定具有一些主要优势，因为其软件解决方案很难复制，但我们也认为，在现阶段，其业务有多强大并不重要，因为某些因素可能会继续阻止该公司的股票很快就会升值。我们不要忽视这样一个事实：Palantir的股票已从历史高点下跌了45%以上，自从我们3月份开始在Seeking Alpha上报道该公司以来，它也没有太大变化，我们仍然相信不会有太大变化。很快就会创造股东价值。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/448991dec6028a9ec320f12e9d0f14f1\" tg-width=\"1280\" tg-height=\"443\" width=\"100%\" height=\"auto\"><span>Chart: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表：寻求阿尔法</span></p></blockquote></p><p> The latest earnings&nbsp;report&nbsp;for Q2, which was released earlier this month, showed that Palantir is still unable to improve its bottom-line performance despite growing its business. While its revenue has&nbsp;increased&nbsp;by 10.1% Q/Q to $375.64 million and its gross profit has increased by 6.6% Q/Q to $284.7 million, its operating loss has increased at a greater rate of 28.2% Q/Q to -$146.1 million, while its net loss has widened by 12.2% Q/Q to -$138.6 million. The reason for such a weak performance is the excessive stock-based compensation program, which will prevent the company from reporting a profit, as already over $400 million were spent on the SBC program in the first six months of the current fiscal year. In Q2 alone, Palantir increased its stock-based compensation expenses by 82% Y/Y to $232.7 million, and further expenses in Q3 and Q4 will overshadow any growth of revenues or FCF this year.</p><p><blockquote>本月早些时候发布的最新Q2财报显示，尽管业务不断增长，Palantir仍无法改善其底线业绩。虽然其收入环比增长10.1%至3.7564亿美元，毛利润环比增长6.6%至2.847亿美元，但其运营亏损环比增长28.2%至-1.461亿美元，净亏损环比扩大12.2%至-1.386亿美元。业绩如此疲软的原因是过度的股票薪酬计划，这将阻止该公司报告利润，因为本财年前六个月已在SBC计划上花费了超过4亿美元。仅在第二季度，Palantir的股票薪酬支出就同比增加了82%，达到2.327亿美元，第三季度和第四季度的进一步支出将掩盖今年收入或自由现金流的增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7dd0114d8a61c1246ef79b64fbc68f2\" tg-width=\"748\" tg-height=\"129\" 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> Another problem with the excessive SBC program is that it constantly dilutes Palantir's shareholders. The company already has 1.89 billion shares outstanding, up&nbsp;from1.8 billion shares a month ago and up from 1.52 billion shares at the end of 2020. At the current dilution rate, investors should expect the company to have over 2 billion shares by the end of this year. This will not only diminish the stock value of current holders but will also make it harder for shares to appreciate higher due to the greater count. If in 2019 and 2020 Palantir's revenue per share stood at $1.29 per share and $1.12 per share, respectively, in the last trailing twelve months revenue per share has already declined to only $0.83 per share and is likely going to depreciate further in the following quarters. On top of that, considering that Palantir still has 417,674 options outstanding at the end of Q2 at the average exercise price of $6.90 per share, the risk of further dilution will remain high, especially since once all of those options are exercised, they will dilute all the investors by over 20%.</p><p><blockquote>过度SBC计划的另一个问题是它不断稀释Palantir的股东。该公司已发行股票18.9亿股，高于一个月前的18亿股和2020年底的15.2亿股。按照目前的稀释率，投资者预计到今年年底该公司将拥有超过20亿股股票。这不仅会降低当前持有者的股票价值，还会使股票因数量增加而更难升值。如果2019年和2020年Palantir的每股收入分别为每股1.29美元和每股1.12美元，那么在过去12个月中，每股收入已经下降至每股0.83美元，并且在接下来的几个季度中可能会进一步贬值。最重要的是，考虑到Palantir在第二季度末仍有417,674份未行使期权，平均行使价为每股6.90美元，进一步稀释的风险仍将很高，特别是因为一旦所有这些期权都被行使，它们将稀释所有投资者超过20%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d64c44e10997f737309cf33d72b9c15\" tg-width=\"760\" tg-height=\"166\" 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></p><p> On top of all of this, the company's insiders and its CEO Alex Karp in particular continue to add additional selling pressure, which prevents shares from rising higher as well. In Q2 alone the company's insiders&nbsp;sold&nbsp;a record $197 million worth of Palantir's shares, while in the first half of Q3 they already sold $93 million worth of the company's shares, nearly the same amount that they sold in Q1. As more shares are being dumped into the market, it becomes harder and harder for the stock to rise. Considering that it's unlikely that insiders stop selling their shares, as they still own over 10% of outstanding shares and are increasing their total number of shares by exercising options every quarter, average shareholders shouldn't expect a rapid appreciation of Palantir's stock in the foreseeable future.</p><p><blockquote>最重要的是，该公司的内部人士，尤其是首席执行官亚历克斯·卡普继续增加额外的抛售压力，这也阻止了股价上涨。仅在第二季度，该公司内部人士就出售了价值创纪录的1.97亿美元的Palantir股票，而在第三季度上半年，他们已经出售了价值9300万美元的公司股票，几乎与第一季度出售的金额相同。随着越来越多的股票被抛售到市场上，股票上涨变得越来越难。考虑到内部人士不太可能停止出售其股票，因为他们仍然拥有超过10%的流通股，并且每个季度都通过行使期权来增加其股票总数，普通股东不应期望Palantir的股票在可预见的未来会迅速升值。</blockquote></p><p> Another downside of Palantir is that, even at the current price, it's not a cheap stock at all; with a market cap of $47 billion, it trades at 30 times its sales. As a result, an even greater top-line growth rate is required for the company to reach its current valuation, and that's unlikely to happen anytime soon. Currently, the street&nbsp;expects&nbsp;Palantir to generate only $1.5 billion in revenues in FY21, and by 2025 it's unlikely that the company will be able to generate annual revenue of over $3.5 billion. Considering that at this stage, Palantir has a backlog of contracts worth only $3.4 billion, which are extended over the next few years, it's safe to say that its stock is significantly overvalued at the current levels. We don't see how the company will grow into its current market value in the next few years, and since its shares currently trade close to the&nbsp;consensus&nbsp;price of $24.16 per share, it's safe to assume that Palantir has limited upside at the current levels.</p><p><blockquote>Palantir的另一个缺点是，即使以目前的价格计算，它也根本不是一只便宜的股票；它的市值为470亿美元，交易价格是其销售额的30倍。因此，该公司需要更高的营收增长率才能达到目前的估值，而这不太可能很快发生。目前，华尔街预计Palantir在2021财年的收入仅为15亿美元，到2025年，该公司的年收入不太可能超过35亿美元。考虑到现阶段Palantir积压的合同价值仅为34亿美元，这些合同将在未来几年内延长，可以肯定地说，其股票在当前水平上被严重高估。我们不知道该公司在未来几年内将如何增长到目前的市值，而且由于其股价目前接近每股24.16美元的共识价格，因此可以有把握地假设Palantir在当前水平上的上涨空间有限。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Bullish investors in the comment section of our articles on Palantir often keep repeating that Amazon (AMZN) was also unprofitable for more than two decades, so the fact that Palantir is being unprofitable as well is not that big a deal at this stage. However, Amazon was reinvesting most of the available resources back into its business to aggressively drive growth, which in the end was justifiable, as the company is now making money every quarter and is the biggest eCommerce company in the world. The same is not the case for Palantir, where insiders are constantly issuing new shares and then dumping them into the market, which constantly dilutes the existing shareholders, widens the overall net loss, and doesn't benefit the business. On top of that, Palantir is now investing in cryptocurrencies, SPACs, and gold bars, instead of its own business, which is something that Amazon wasn't doing and is not doing today. That's why comparing Palantir to Amazon doesn't make any sense.</p><p><blockquote>看涨投资者在我们关于Palantir的文章的评论部分经常重复说，亚马逊(AMZN)也在二十多年里没有盈利，因此Palantir也没有盈利的事实在现阶段并不是什么大不了的事情。然而，亚马逊将大部分可用资源重新投资到其业务中，以积极推动增长，这最终是合理的，因为该公司现在每个季度都在赚钱，并且是世界上最大的电子商务公司。Palantir的情况并非如此，内部人士不断发行新股，然后将其倾销到市场上，这不断稀释现有股东，扩大整体净亏损，对业务没有好处。最重要的是，Palantir现在正在投资加密货币、SPAC和金条，而不是自己的业务，这是亚马逊过去没有做的事情，今天也不会做的事情。这就是为什么将Palantir与亚马逊进行比较没有任何意义。</blockquote></p><p> Considering this, we believe that it's unlikely that Palantir's stock will be able to appreciate significantly higher anytime soon, as the increased selling pressure, constant dilution, and overvaluation are the main reasons why its upside will remain limited at the current price. Therefore, no position.</p><p><blockquote>考虑到这一点，我们认为Palantir的股票不太可能在短期内大幅升值，因为抛售压力增加、不断稀释和估值过高是其在当前价格下上涨空间仍然有限的主要原因。因此，没有立场。</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: Shareholder Unfriendly Company With Limited Upside<blockquote>Palantir：股东不友好的公司，上涨空间有限</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Shareholder Unfriendly Company With Limited Upside<blockquote>Palantir：股东不友好的公司，上涨空间有限</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\">2021-08-25 22:28</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 continues to widen its net loss despite improving its top-line performance.</li>  <li>The excessive stock-based compensation program continues to eat all the profits and overshadows any growth of revenues or FCF.</li>  <li>We stick to our opinion that Palantir is not going to be able to create a lot of shareholder value anytime soon.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5c6d796592faec81d9a29502efa9c0\" tg-width=\"768\" tg-height=\"512\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>尽管营收业绩有所改善，Palantir的净亏损仍在继续扩大。</li><li>过度的股票薪酬计划继续吞噬所有利润，并掩盖了收入或自由现金流的任何增长。</li><li>我们坚持认为Palantir无法在短期内创造大量股东价值。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> The recent Q2 earnings report showed that Palantir (PLTR) continues to struggle to improve its bottom-line performance, as the company spends too much on its excessive stock-based compensation program, which eats all the profits and overshadows any growth of revenues or FCF. In addition, the massive dilution since the beginning of the year and the constant selling pressure from the company's insiders are preventing Palantir's shares from appreciating as well. Also, the fact that Palantir has underperformed against the S&amp;P 500 index in recent months and its stock hasn't moved much since March proves our point that the company is not an attractive investment at this stage, as there's every reason to believe that not a lot of shareholder value will be created anytime soon. For that reason, we continue to believe that it's better to invest in other, more attractive opportunities on the market and avoid Palantir.</p><p><blockquote>最近的第二季度收益报告显示，Palantir(PLTR)继续难以提高其底线业绩，因为该公司在过度的股票薪酬计划上花费过多，该计划吞噬了所有利润并掩盖了收入或自由现金流的任何增长。此外，今年以来的大规模稀释以及公司内部人士持续的抛售压力也阻碍了Palantir股价的升值。此外，Palantir近几个月表现不佳，且其股价自3月份以来没有太大变动，这一事实证明了我们的观点，即该公司现阶段不是一项有吸引力的投资，因为有充分的理由相信，很快就会创造出很多股东价值。因此，我们仍然认为最好投资于市场上其他更具吸引力的机会，并避免Palantir。</blockquote></p><p> <b>There's Nothing Attractive About This Stock</b></p><p><blockquote><b>这只股票没有什么吸引力</b></blockquote></p><p> A lot has been said about Palantir's business and its advantages against other competitors in recent articles on the company, so we won't be discussing it in this article. However, while Palantir certainly has some major advantages since its software solutions are hard to replicate, we also believe that at this stage it doesn't matter how strong its business is, as certain factors are likely going to continue to prevent the company's stock from appreciating anytime soon. Let's not ignore the fact that Palantir's stock has depreciated by over 45% from its all-time high, it also hasn't moved much since we started&nbsp;covering&nbsp;the company on Seeking Alpha in March, and we continue to believe that not a lot of shareholder value will be created anytime soon.</p><p><blockquote>最近有关Palantir的文章中已经对该公司的业务及其相对于其他竞争对手的优势进行了很多讨论，因此我们不会在本文中讨论它。然而，虽然Palantir肯定具有一些主要优势，因为其软件解决方案很难复制，但我们也认为，在现阶段，其业务有多强大并不重要，因为某些因素可能会继续阻止该公司的股票很快就会升值。我们不要忽视这样一个事实：Palantir的股票已从历史高点下跌了45%以上，自从我们3月份开始在Seeking Alpha上报道该公司以来，它也没有太大变化，我们仍然相信不会有太大变化。很快就会创造股东价值。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/448991dec6028a9ec320f12e9d0f14f1\" tg-width=\"1280\" tg-height=\"443\" width=\"100%\" height=\"auto\"><span>Chart: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表：寻求阿尔法</span></p></blockquote></p><p> The latest earnings&nbsp;report&nbsp;for Q2, which was released earlier this month, showed that Palantir is still unable to improve its bottom-line performance despite growing its business. While its revenue has&nbsp;increased&nbsp;by 10.1% Q/Q to $375.64 million and its gross profit has increased by 6.6% Q/Q to $284.7 million, its operating loss has increased at a greater rate of 28.2% Q/Q to -$146.1 million, while its net loss has widened by 12.2% Q/Q to -$138.6 million. The reason for such a weak performance is the excessive stock-based compensation program, which will prevent the company from reporting a profit, as already over $400 million were spent on the SBC program in the first six months of the current fiscal year. In Q2 alone, Palantir increased its stock-based compensation expenses by 82% Y/Y to $232.7 million, and further expenses in Q3 and Q4 will overshadow any growth of revenues or FCF this year.</p><p><blockquote>本月早些时候发布的最新Q2财报显示，尽管业务不断增长，Palantir仍无法改善其底线业绩。虽然其收入环比增长10.1%至3.7564亿美元，毛利润环比增长6.6%至2.847亿美元，但其运营亏损环比增长28.2%至-1.461亿美元，净亏损环比扩大12.2%至-1.386亿美元。业绩如此疲软的原因是过度的股票薪酬计划，这将阻止该公司报告利润，因为本财年前六个月已在SBC计划上花费了超过4亿美元。仅在第二季度，Palantir的股票薪酬支出就同比增加了82%，达到2.327亿美元，第三季度和第四季度的进一步支出将掩盖今年收入或自由现金流的增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7dd0114d8a61c1246ef79b64fbc68f2\" tg-width=\"748\" tg-height=\"129\" 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> Another problem with the excessive SBC program is that it constantly dilutes Palantir's shareholders. The company already has 1.89 billion shares outstanding, up&nbsp;from1.8 billion shares a month ago and up from 1.52 billion shares at the end of 2020. At the current dilution rate, investors should expect the company to have over 2 billion shares by the end of this year. This will not only diminish the stock value of current holders but will also make it harder for shares to appreciate higher due to the greater count. If in 2019 and 2020 Palantir's revenue per share stood at $1.29 per share and $1.12 per share, respectively, in the last trailing twelve months revenue per share has already declined to only $0.83 per share and is likely going to depreciate further in the following quarters. On top of that, considering that Palantir still has 417,674 options outstanding at the end of Q2 at the average exercise price of $6.90 per share, the risk of further dilution will remain high, especially since once all of those options are exercised, they will dilute all the investors by over 20%.</p><p><blockquote>过度SBC计划的另一个问题是它不断稀释Palantir的股东。该公司已发行股票18.9亿股，高于一个月前的18亿股和2020年底的15.2亿股。按照目前的稀释率，投资者预计到今年年底该公司将拥有超过20亿股股票。这不仅会降低当前持有者的股票价值，还会使股票因数量增加而更难升值。如果2019年和2020年Palantir的每股收入分别为每股1.29美元和每股1.12美元，那么在过去12个月中，每股收入已经下降至每股0.83美元，并且在接下来的几个季度中可能会进一步贬值。最重要的是，考虑到Palantir在第二季度末仍有417,674份未行使期权，平均行使价为每股6.90美元，进一步稀释的风险仍将很高，特别是因为一旦所有这些期权都被行使，它们将稀释所有投资者超过20%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d64c44e10997f737309cf33d72b9c15\" tg-width=\"760\" tg-height=\"166\" 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></p><p> On top of all of this, the company's insiders and its CEO Alex Karp in particular continue to add additional selling pressure, which prevents shares from rising higher as well. In Q2 alone the company's insiders&nbsp;sold&nbsp;a record $197 million worth of Palantir's shares, while in the first half of Q3 they already sold $93 million worth of the company's shares, nearly the same amount that they sold in Q1. As more shares are being dumped into the market, it becomes harder and harder for the stock to rise. Considering that it's unlikely that insiders stop selling their shares, as they still own over 10% of outstanding shares and are increasing their total number of shares by exercising options every quarter, average shareholders shouldn't expect a rapid appreciation of Palantir's stock in the foreseeable future.</p><p><blockquote>最重要的是，该公司的内部人士，尤其是首席执行官亚历克斯·卡普继续增加额外的抛售压力，这也阻止了股价上涨。仅在第二季度，该公司内部人士就出售了价值创纪录的1.97亿美元的Palantir股票，而在第三季度上半年，他们已经出售了价值9300万美元的公司股票，几乎与第一季度出售的金额相同。随着越来越多的股票被抛售到市场上，股票上涨变得越来越难。考虑到内部人士不太可能停止出售其股票，因为他们仍然拥有超过10%的流通股，并且每个季度都通过行使期权来增加其股票总数，普通股东不应期望Palantir的股票在可预见的未来会迅速升值。</blockquote></p><p> Another downside of Palantir is that, even at the current price, it's not a cheap stock at all; with a market cap of $47 billion, it trades at 30 times its sales. As a result, an even greater top-line growth rate is required for the company to reach its current valuation, and that's unlikely to happen anytime soon. Currently, the street&nbsp;expects&nbsp;Palantir to generate only $1.5 billion in revenues in FY21, and by 2025 it's unlikely that the company will be able to generate annual revenue of over $3.5 billion. Considering that at this stage, Palantir has a backlog of contracts worth only $3.4 billion, which are extended over the next few years, it's safe to say that its stock is significantly overvalued at the current levels. We don't see how the company will grow into its current market value in the next few years, and since its shares currently trade close to the&nbsp;consensus&nbsp;price of $24.16 per share, it's safe to assume that Palantir has limited upside at the current levels.</p><p><blockquote>Palantir的另一个缺点是，即使以目前的价格计算，它也根本不是一只便宜的股票；它的市值为470亿美元，交易价格是其销售额的30倍。因此，该公司需要更高的营收增长率才能达到目前的估值，而这不太可能很快发生。目前，华尔街预计Palantir在2021财年的收入仅为15亿美元，到2025年，该公司的年收入不太可能超过35亿美元。考虑到现阶段Palantir积压的合同价值仅为34亿美元，这些合同将在未来几年内延长，可以肯定地说，其股票在当前水平上被严重高估。我们不知道该公司在未来几年内将如何增长到目前的市值，而且由于其股价目前接近每股24.16美元的共识价格，因此可以有把握地假设Palantir在当前水平上的上涨空间有限。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Bullish investors in the comment section of our articles on Palantir often keep repeating that Amazon (AMZN) was also unprofitable for more than two decades, so the fact that Palantir is being unprofitable as well is not that big a deal at this stage. However, Amazon was reinvesting most of the available resources back into its business to aggressively drive growth, which in the end was justifiable, as the company is now making money every quarter and is the biggest eCommerce company in the world. The same is not the case for Palantir, where insiders are constantly issuing new shares and then dumping them into the market, which constantly dilutes the existing shareholders, widens the overall net loss, and doesn't benefit the business. On top of that, Palantir is now investing in cryptocurrencies, SPACs, and gold bars, instead of its own business, which is something that Amazon wasn't doing and is not doing today. That's why comparing Palantir to Amazon doesn't make any sense.</p><p><blockquote>看涨投资者在我们关于Palantir的文章的评论部分经常重复说，亚马逊(AMZN)也在二十多年里没有盈利，因此Palantir也没有盈利的事实在现阶段并不是什么大不了的事情。然而，亚马逊将大部分可用资源重新投资到其业务中，以积极推动增长，这最终是合理的，因为该公司现在每个季度都在赚钱，并且是世界上最大的电子商务公司。Palantir的情况并非如此，内部人士不断发行新股，然后将其倾销到市场上，这不断稀释现有股东，扩大整体净亏损，对业务没有好处。最重要的是，Palantir现在正在投资加密货币、SPAC和金条，而不是自己的业务，这是亚马逊过去没有做的事情，今天也不会做的事情。这就是为什么将Palantir与亚马逊进行比较没有任何意义。</blockquote></p><p> Considering this, we believe that it's unlikely that Palantir's stock will be able to appreciate significantly higher anytime soon, as the increased selling pressure, constant dilution, and overvaluation are the main reasons why its upside will remain limited at the current price. Therefore, no position.</p><p><blockquote>考虑到这一点，我们认为Palantir的股票不太可能在短期内大幅升值，因为抛售压力增加、不断稀释和估值过高是其在当前价格下上涨空间仍然有限的主要原因。因此，没有立场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4451225-palantir-shareholder-unfriendly-company-with-limited-upside-pltr\">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/4451225-palantir-shareholder-unfriendly-company-with-limited-upside-pltr","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195506103","content_text":"Summary\n\nPalantir continues to widen its net loss despite improving its top-line performance.\nThe excessive stock-based compensation program continues to eat all the profits and overshadows any growth of revenues or FCF.\nWe stick to our opinion that Palantir is not going to be able to create a lot of shareholder value anytime soon.\n\nMichael Vi/iStock Editorial via Getty Images\nThe recent Q2 earnings report showed that Palantir (PLTR) continues to struggle to improve its bottom-line performance, as the company spends too much on its excessive stock-based compensation program, which eats all the profits and overshadows any growth of revenues or FCF. In addition, the massive dilution since the beginning of the year and the constant selling pressure from the company's insiders are preventing Palantir's shares from appreciating as well. Also, the fact that Palantir has underperformed against the S&P 500 index in recent months and its stock hasn't moved much since March proves our point that the company is not an attractive investment at this stage, as there's every reason to believe that not a lot of shareholder value will be created anytime soon. For that reason, we continue to believe that it's better to invest in other, more attractive opportunities on the market and avoid Palantir.\nThere's Nothing Attractive About This Stock\nA lot has been said about Palantir's business and its advantages against other competitors in recent articles on the company, so we won't be discussing it in this article. However, while Palantir certainly has some major advantages since its software solutions are hard to replicate, we also believe that at this stage it doesn't matter how strong its business is, as certain factors are likely going to continue to prevent the company's stock from appreciating anytime soon. Let's not ignore the fact that Palantir's stock has depreciated by over 45% from its all-time high, it also hasn't moved much since we started covering the company on Seeking Alpha in March, and we continue to believe that not a lot of shareholder value will be created anytime soon.\nChart: Seeking Alpha\nThe latest earnings report for Q2, which was released earlier this month, showed that Palantir is still unable to improve its bottom-line performance despite growing its business. While its revenue has increased by 10.1% Q/Q to $375.64 million and its gross profit has increased by 6.6% Q/Q to $284.7 million, its operating loss has increased at a greater rate of 28.2% Q/Q to -$146.1 million, while its net loss has widened by 12.2% Q/Q to -$138.6 million. The reason for such a weak performance is the excessive stock-based compensation program, which will prevent the company from reporting a profit, as already over $400 million were spent on the SBC program in the first six months of the current fiscal year. In Q2 alone, Palantir increased its stock-based compensation expenses by 82% Y/Y to $232.7 million, and further expenses in Q3 and Q4 will overshadow any growth of revenues or FCF this year.\nSource: Palantir\nAnother problem with the excessive SBC program is that it constantly dilutes Palantir's shareholders. The company already has 1.89 billion shares outstanding, up from1.8 billion shares a month ago and up from 1.52 billion shares at the end of 2020. At the current dilution rate, investors should expect the company to have over 2 billion shares by the end of this year. This will not only diminish the stock value of current holders but will also make it harder for shares to appreciate higher due to the greater count. If in 2019 and 2020 Palantir's revenue per share stood at $1.29 per share and $1.12 per share, respectively, in the last trailing twelve months revenue per share has already declined to only $0.83 per share and is likely going to depreciate further in the following quarters. On top of that, considering that Palantir still has 417,674 options outstanding at the end of Q2 at the average exercise price of $6.90 per share, the risk of further dilution will remain high, especially since once all of those options are exercised, they will dilute all the investors by over 20%.\nSource: Palantir\nOn top of all of this, the company's insiders and its CEO Alex Karp in particular continue to add additional selling pressure, which prevents shares from rising higher as well. In Q2 alone the company's insiders sold a record $197 million worth of Palantir's shares, while in the first half of Q3 they already sold $93 million worth of the company's shares, nearly the same amount that they sold in Q1. As more shares are being dumped into the market, it becomes harder and harder for the stock to rise. Considering that it's unlikely that insiders stop selling their shares, as they still own over 10% of outstanding shares and are increasing their total number of shares by exercising options every quarter, average shareholders shouldn't expect a rapid appreciation of Palantir's stock in the foreseeable future.\nAnother downside of Palantir is that, even at the current price, it's not a cheap stock at all; with a market cap of $47 billion, it trades at 30 times its sales. As a result, an even greater top-line growth rate is required for the company to reach its current valuation, and that's unlikely to happen anytime soon. Currently, the street expects Palantir to generate only $1.5 billion in revenues in FY21, and by 2025 it's unlikely that the company will be able to generate annual revenue of over $3.5 billion. Considering that at this stage, Palantir has a backlog of contracts worth only $3.4 billion, which are extended over the next few years, it's safe to say that its stock is significantly overvalued at the current levels. We don't see how the company will grow into its current market value in the next few years, and since its shares currently trade close to the consensus price of $24.16 per share, it's safe to assume that Palantir has limited upside at the current levels.\nTakeaway\nBullish investors in the comment section of our articles on Palantir often keep repeating that Amazon (AMZN) was also unprofitable for more than two decades, so the fact that Palantir is being unprofitable as well is not that big a deal at this stage. However, Amazon was reinvesting most of the available resources back into its business to aggressively drive growth, which in the end was justifiable, as the company is now making money every quarter and is the biggest eCommerce company in the world. The same is not the case for Palantir, where insiders are constantly issuing new shares and then dumping them into the market, which constantly dilutes the existing shareholders, widens the overall net loss, and doesn't benefit the business. On top of that, Palantir is now investing in cryptocurrencies, SPACs, and gold bars, instead of its own business, which is something that Amazon wasn't doing and is not doing today. That's why comparing Palantir to Amazon doesn't make any sense.\nConsidering this, we believe that it's unlikely that Palantir's stock will be able to appreciate significantly higher anytime soon, as the increased selling pressure, constant dilution, and overvaluation are the main reasons why its upside will remain limited at the current price. Therefore, no position.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835309923,"gmtCreate":1629686005562,"gmtModify":1633683199340,"author":{"id":"3561779703230954","authorId":"3561779703230954","name":"Rockyspider","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561779703230954","idStr":"3561779703230954"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835309923","repostId":"1124774000","repostType":4,"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}