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JerryT

JerryT

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2021-06-06

Nice

U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周：数字支付、心理健康服务等多元化 8 IPO</blockquote>

2021-10-11

Nice

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2021-09-25

Yes!

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2021-06-17

Nice. Comment please!:)

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2021-10-18

Like

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2021-10-16

Ok

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2021-10-07

Nice

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 只具有强大定价能力且对瑞银目标至少有 20% 上涨潜力的“高信念”公司股票</blockquote>

2021-09-21

Cool

Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week<blockquote>耐克、好市多、联邦快递、Salesforce 和其他投资者本周值得关注的股票</blockquote>

2021-06-15

Nice

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2021-10-12

Nice

Another Earnings Season Is Here. What to Expect This Time.<blockquote>又一个财报季来了。这次会发生什么。</blockquote>

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Rallies<blockquote>标普500上涨后美国股指期货小幅下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136069751","media":"Wall Street Journal","summary":"U.S. stock futures crept down, pointing to muted declines after the S&P 500 snapped a three-day losi","content":"<p>U.S. stock futures crept down, pointing to muted declines after the S&amp;P 500 snapped a three-day losing streak.</p><p><blockquote>美国股指期货小幅下跌，表明在标普500结束三天连跌后跌幅温和。</blockquote></p><p> Futures for the benchmark stocks gauge, which&nbsp;jumped 1.8% Tuesday, ticked down 0.2% Wednesday. Contracts for the Dow Jones Industrial Average lost 0.1%. Futures for the Nasdaq-100 slipped 0.3%.</p><p><blockquote>基准股票期货周二上涨 1.8%，周三下跌 0.2%。道琼斯工业平均指数合约下跌 0.1%。纳斯达克 100 指数期货下跌 0.3%。</blockquote></p><p> Stocks have been choppy, posting big down days and up days, as investors seek to determine how severe the economic impact of the rapid spread of Omicron will be. Adding to nervousness in the market, investors are preparing for the Federal Reserve to raise interest rates in 2022 and are trimming positions before year-end.</p><p><blockquote>随着投资者试图确定奥密克戎快速蔓延对经济的影响将有多严重，股市一直波动不定，出现大幅下跌和上涨。投资者正在为美联储2022年加息做准备，并在年底前削减头寸，这加剧了市场的紧张情绪。</blockquote></p><p> “Some investors just want to protect some of their profits, I would assume,” said Daniel Egger, chief investment officer at Switzerland-based St. Gotthard Fund Management. “This volatility could spill over into next year.”</p><p><blockquote>“总部位于瑞士的圣哥达基金管理公司（St. Gotthard Fund Management）首席投资官丹尼尔-埃格（Daniel Egger）说：”我想，有些投资者只是想保护自己的部分利润。“这种波动可能会蔓延到明年”。</blockquote></p><p> The yield on 10-year Treasury notes fell to 1.473% from 1.487% Tuesday. Yields move in the opposite direction to bond prices. The WSJ Dollar Index, which tracks the greenback against a basket of currencies, rose 0.1%.</p><p><blockquote>10年期国债收益率从周二的1.487%降至1.473%。收益率的走势与债券价格的走势相反。追踪美元兑一篮子货币的《华尔街日报》美元指数上涨 0.1%。</blockquote></p><p> Due at 10 a.m. ET, the Conference Board’s consumer-confidence index is forecast to tick higher, after inflation and the pandemic knocked sentiment in November. Property-market data, due at the same time, are expected to show sales of existing homes rose for a third consecutive month in November.</p><p><blockquote>美国东部时间上午 10 点公布的消费者信心指数预计将走高，此前通货膨胀和大流行病打击了 11 月份的消费者信心指数。同期公布的房地产市场数据预计将显示 11 月份成屋销售连续第三个月增长。</blockquote></p><p> Overseas stock markets were mixed. The pan-continental Stoxx Europe 600 ticked up 0.1%, led higher by shares of technology and healthcare companies. In Asia, Hong Kong’s Hang Seng Index rose 0.6%, Japan’s Nikkei 225 rose 0.2% and the Shanghai Composite Index slipped 0.1%.</p><p><blockquote>海外股市涨跌互现。泛洲斯托克欧洲 600 指数上涨 0.1%，科技和医疗保健公司股票领涨。在亚洲，香港恒生指数上涨0.6%，日本日经225指数上涨0.2%，上证综指下跌0.1%。</blockquote></p><p> Delivery Herorose 5.6% after the German food-delivery firm said it planned to sell its Foodpanda subsidiary’s operations in Japan and shrink them in Germany. Rio Tinto fell 2.4% in London after the mining company said it had agreed to buy an Argentine lithium project for $825 million, seeking to tap into demand for battery minerals.</p><p><blockquote>德国食品配送公司 Delivery Herorow 表示计划出售其子公司 Foodpanda 在日本的业务，并缩小其在德国的业务规模，Delivery Herorow 股价上涨 5.6%。力拓在伦敦股价下跌 2.4%，此前该矿业公司表示已同意以 8.25 亿美元购买阿根廷锂项目，以寻求利用电池矿物的需求。</blockquote></p><p> A.P. Moller-Maerskrose 0.8% after the Copenhagen-listed shipping giant said it had agreed to buy LF Logistics for around $3.6 billion including lease liabilities, confirming a&nbsp;report in The Wall Street Journal.</p><p><blockquote>美联社在哥本哈根上市的航运巨头穆勒-马士基表示已同意以约 36 亿美元（包括租赁负债）收购 LF Logistics，证实了《华尔街日报》的一篇报道，穆勒-马士基上涨 0.8%。</blockquote></p><p> In commodity markets, European natural-gas prices extended a spell of intense volatility as traders brace for potential shortages by spring. Prices for benchmark Dutch gas fell 10% Wednesday after leaping more than 20% to a record high Tuesday. A drop in the volume of&nbsp;gas flowing to Europe from Russia&nbsp;was the catalyst for the latest swings.</p><p><blockquote>在大宗商品市场，欧洲天然气价格延长了一段剧烈波动的时期，交易商为春季可能出现的短缺做好准备。荷兰基准天然气价格在周二飙升超过 20% 至历史新高后，周三下跌 10%。从俄罗斯流向欧洲的天然气量下降是最新波动的催化剂。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stock Futures Edge Down After S&P 500 Rallies<blockquote>标普500上涨后美国股指期货小幅下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stock Futures Edge Down After S&P 500 Rallies<blockquote>标普500上涨后美国股指期货小幅下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wall Street Journal</strong><span class=\"h-time small\">2021-12-22 18:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stock futures crept down, pointing to muted declines after the S&amp;P 500 snapped a three-day losing streak.</p><p><blockquote>美国股指期货小幅下跌，表明在标普500结束三天连跌后跌幅温和。</blockquote></p><p> Futures for the benchmark stocks gauge, which&nbsp;jumped 1.8% Tuesday, ticked down 0.2% Wednesday. Contracts for the Dow Jones Industrial Average lost 0.1%. Futures for the Nasdaq-100 slipped 0.3%.</p><p><blockquote>基准股票期货周二上涨 1.8%，周三下跌 0.2%。道琼斯工业平均指数合约下跌 0.1%。纳斯达克 100 指数期货下跌 0.3%。</blockquote></p><p> Stocks have been choppy, posting big down days and up days, as investors seek to determine how severe the economic impact of the rapid spread of Omicron will be. Adding to nervousness in the market, investors are preparing for the Federal Reserve to raise interest rates in 2022 and are trimming positions before year-end.</p><p><blockquote>随着投资者试图确定奥密克戎快速蔓延对经济的影响将有多严重，股市一直波动不定，出现大幅下跌和上涨。投资者正在为美联储2022年加息做准备，并在年底前削减头寸，这加剧了市场的紧张情绪。</blockquote></p><p> “Some investors just want to protect some of their profits, I would assume,” said Daniel Egger, chief investment officer at Switzerland-based St. Gotthard Fund Management. “This volatility could spill over into next year.”</p><p><blockquote>“总部位于瑞士的圣哥达基金管理公司（St. Gotthard Fund Management）首席投资官丹尼尔-埃格（Daniel Egger）说：”我想，有些投资者只是想保护自己的部分利润。“这种波动可能会蔓延到明年”。</blockquote></p><p> The yield on 10-year Treasury notes fell to 1.473% from 1.487% Tuesday. Yields move in the opposite direction to bond prices. The WSJ Dollar Index, which tracks the greenback against a basket of currencies, rose 0.1%.</p><p><blockquote>10年期国债收益率从周二的1.487%降至1.473%。收益率的走势与债券价格的走势相反。追踪美元兑一篮子货币的《华尔街日报》美元指数上涨 0.1%。</blockquote></p><p> Due at 10 a.m. ET, the Conference Board’s consumer-confidence index is forecast to tick higher, after inflation and the pandemic knocked sentiment in November. Property-market data, due at the same time, are expected to show sales of existing homes rose for a third consecutive month in November.</p><p><blockquote>美国东部时间上午 10 点公布的消费者信心指数预计将走高，此前通货膨胀和大流行病打击了 11 月份的消费者信心指数。同期公布的房地产市场数据预计将显示 11 月份成屋销售连续第三个月增长。</blockquote></p><p> Overseas stock markets were mixed. The pan-continental Stoxx Europe 600 ticked up 0.1%, led higher by shares of technology and healthcare companies. In Asia, Hong Kong’s Hang Seng Index rose 0.6%, Japan’s Nikkei 225 rose 0.2% and the Shanghai Composite Index slipped 0.1%.</p><p><blockquote>海外股市涨跌互现。泛洲斯托克欧洲 600 指数上涨 0.1%，科技和医疗保健公司股票领涨。在亚洲，香港恒生指数上涨0.6%，日本日经225指数上涨0.2%，上证综指下跌0.1%。</blockquote></p><p> Delivery Herorose 5.6% after the German food-delivery firm said it planned to sell its Foodpanda subsidiary’s operations in Japan and shrink them in Germany. Rio Tinto fell 2.4% in London after the mining company said it had agreed to buy an Argentine lithium project for $825 million, seeking to tap into demand for battery minerals.</p><p><blockquote>德国食品配送公司 Delivery Herorow 表示计划出售其子公司 Foodpanda 在日本的业务，并缩小其在德国的业务规模，Delivery Herorow 股价上涨 5.6%。力拓在伦敦股价下跌 2.4%，此前该矿业公司表示已同意以 8.25 亿美元购买阿根廷锂项目，以寻求利用电池矿物的需求。</blockquote></p><p> A.P. Moller-Maerskrose 0.8% after the Copenhagen-listed shipping giant said it had agreed to buy LF Logistics for around $3.6 billion including lease liabilities, confirming a&nbsp;report in The Wall Street Journal.</p><p><blockquote>美联社在哥本哈根上市的航运巨头穆勒-马士基表示已同意以约 36 亿美元（包括租赁负债）收购 LF Logistics，证实了《华尔街日报》的一篇报道，穆勒-马士基上涨 0.8%。</blockquote></p><p> In commodity markets, European natural-gas prices extended a spell of intense volatility as traders brace for potential shortages by spring. Prices for benchmark Dutch gas fell 10% Wednesday after leaping more than 20% to a record high Tuesday. A drop in the volume of&nbsp;gas flowing to Europe from Russia&nbsp;was the catalyst for the latest swings.</p><p><blockquote>在大宗商品市场，欧洲天然气价格延长了一段剧烈波动的时期，交易商为春季可能出现的短缺做好准备。荷兰基准天然气价格在周二飙升超过 20% 至历史新高后，周三下跌 10%。从俄罗斯流向欧洲的天然气量下降是最新波动的催化剂。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/global-stock-markets-dow-update-12-22-2021-11640162377?mod=markets_lead_pos1\">Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.wsj.com/articles/global-stock-markets-dow-update-12-22-2021-11640162377?mod=markets_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136069751","content_text":"U.S. stock futures crept down, pointing to muted declines after the S&P 500 snapped a three-day losing streak.\nFutures for the benchmark stocks gauge, which jumped 1.8% Tuesday, ticked down 0.2% Wednesday. Contracts for the Dow Jones Industrial Average lost 0.1%. Futures for the Nasdaq-100 slipped 0.3%.\nStocks have been choppy, posting big down days and up days, as investors seek to determine how severe the economic impact of the rapid spread of Omicron will be. Adding to nervousness in the market, investors are preparing for the Federal Reserve to raise interest rates in 2022 and are trimming positions before year-end.\n“Some investors just want to protect some of their profits, I would assume,” said Daniel Egger, chief investment officer at Switzerland-based St. Gotthard Fund Management. “This volatility could spill over into next year.”\nThe yield on 10-year Treasury notes fell to 1.473% from 1.487% Tuesday. Yields move in the opposite direction to bond prices. The WSJ Dollar Index, which tracks the greenback against a basket of currencies, rose 0.1%.\nDue at 10 a.m. ET, the Conference Board’s consumer-confidence index is forecast to tick higher, after inflation and the pandemic knocked sentiment in November. Property-market data, due at the same time, are expected to show sales of existing homes rose for a third consecutive month in November.\nOverseas stock markets were mixed. The pan-continental Stoxx Europe 600 ticked up 0.1%, led higher by shares of technology and healthcare companies. In Asia, Hong Kong’s Hang Seng Index rose 0.6%, Japan’s Nikkei 225 rose 0.2% and the Shanghai Composite Index slipped 0.1%.\nDelivery Herorose 5.6% after the German food-delivery firm said it planned to sell its Foodpanda subsidiary’s operations in Japan and shrink them in Germany. Rio Tinto fell 2.4% in London after the mining company said it had agreed to buy an Argentine lithium project for $825 million, seeking to tap into demand for battery minerals.\nA.P. Moller-Maerskrose 0.8% after the Copenhagen-listed shipping giant said it had agreed to buy LF Logistics for around $3.6 billion including lease liabilities, confirming a report in The Wall Street Journal.\nIn commodity markets, European natural-gas prices extended a spell of intense volatility as traders brace for potential shortages by spring. Prices for benchmark Dutch gas fell 10% Wednesday after leaping more than 20% to a record high Tuesday. A drop in the volume of gas flowing to Europe from Russia was the catalyst for the latest swings.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608462042,"gmtCreate":1638780511236,"gmtModify":1638780599825,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561965250324628","idStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608462042","repostId":"1179313612","repostType":4,"repost":{"id":"1179313612","kind":"news","pubTimestamp":1638745398,"share":"https://www.laohunote.com/m/news/1179313612?lang=zh_CN&edition=full","pubTime":"2021-12-06 07:03","market":"us","language":"en","title":"Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179313612","media":"Barrons","summary":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer rep","content":"<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发，以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四，美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后，截至 9 月份，未偿消费者债务总额平均每月增加 200 亿美元，达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上，央行结束了量化宽松计划，并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人，为疫情开始以来的最低水平，仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次，上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时，最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66，略低于11月份的数据。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGame Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 07:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发，以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四，美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后，截至 9 月份，未偿消费者债务总额平均每月增加 200 亿美元，达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上，央行结束了量化宽松计划，并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人，为疫情开始以来的最低水平，仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次，上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时，最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66，略低于11月份的数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多","BK4088":"住宅建筑","CVS":"西维斯健康","GME":"游戏驿站","TOL":"托尔兄弟"},"source_url":"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1179313612","content_text":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. AutoZone, Casey’s General Stores, and Toll Brothers report earnings on Tuesday, followed by Brown-Forman and Campbell Soup on Wednesday. Broadcom, Costco Wholesale, and Hormel Foods round things out on Thursday.\nOn Monday, Union Pacific will hold a conference call to discuss its climate action plan. McKesson and Southwest Airlines host their 2021 investor days on Wednesday, followed by CVS Health and Tyson Foods on Thursday.\nThe Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.\nThe Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.\nMonday 12/6\nUnion Pacific holds a conference call to discuss its climate action plan.\nTuesday 12/7\nAutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.\nThe Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.\nWednesday 12/8\nThe BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.\nBrown-Forman, Campbell Soup, and GameStop report earnings.\nMcKesson and Southwest Airlines host their 2021 investor days.\nEdwards Lifesciences holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.\nThe Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.\nThursday 12/9\nBroadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.\nCVS Health and Tyson Foods host their annual investor days.\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.\nFriday 12/10\nArcher-Daniels-Midland holds its global investor day.\nCentene holds an investor meeting and will provide financial guidance for 2022.\nThe Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome Powell finally ditched “transitory” when discussing inflation before the Senate Banking Committee.\nThe University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.","news_type":1,"symbols_score_info":{"TOL":0.9,"CVS":0.9,"GME":0.9,"COST":0.9}},"isVote":1,"tweetType":1,"viewCount":4658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608628498,"gmtCreate":1638717953312,"gmtModify":1638717953386,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561965250324628","idStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608628498","repostId":"2189576203","repostType":4,"isVote":1,"tweetType":1,"viewCount":4427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609251835,"gmtCreate":1638287689471,"gmtModify":1638287689547,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561965250324628","idStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609251835","repostId":"1190156196","repostType":4,"repost":{"id":"1190156196","kind":"news","pubTimestamp":1638242388,"share":"https://www.laohunote.com/m/news/1190156196?lang=zh_CN&edition=full","pubTime":"2021-11-30 11:19","market":"us","language":"en","title":"5 Vaccine Stocks to Watch as New Covid-19 Variant Strikes the Market<blockquote>随着新的 Covid-19 变种袭击市场，值得关注的 5 只疫苗股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190156196","media":"InvestorPlace","summary":"Here are the stocks to watch as the omicron variant gives rise to a new vaccine race","content":"<p><div> Here are the stocks to watch as the omicron variant gives rise to a new vaccine race Source: Shutterstock As Black Friday approached, most investors were speculating on what the supply chain crisis ...</p><p><blockquote><div>随着奥密克戎变种引发新疫苗竞赛，以下是值得关注的股票来源：Shutterstock随着黑色星期五的临近，大多数投资者都在猜测供应链危机是什么……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Vaccine Stocks to Watch as New Covid-19 Variant Strikes the Market<blockquote>随着新的 Covid-19 变种袭击市场，值得关注的 5 只疫苗股</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\">\n5 Vaccine Stocks to Watch as New Covid-19 Variant Strikes the Market<blockquote>随着新的 Covid-19 变种袭击市场，值得关注的 5 只疫苗股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-11-30 11:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Here are the stocks to watch as the omicron variant gives rise to a new vaccine race Source: Shutterstock As Black Friday approached, most investors were speculating on what the supply chain crisis ...</p><p><blockquote><div>随着奥密克戎变种引发新疫苗竞赛，以下是值得关注的股票来源：Shutterstock随着黑色星期五的临近，大多数投资者都在猜测供应链危机是什么……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生","PFE":"辉瑞","BNTX":"BioNTech SE","MRNA":"Moderna, Inc.","NVAX":"诺瓦瓦克斯医药"},"source_url":"https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190156196","content_text":"Here are the stocks to watch as the omicron variant gives rise to a new vaccine race\nSource: Shutterstock\nAs Black Friday approached, most investors were speculating on what the supply chain crisis would mean for the year’s biggest shopping holiday. By the time shopping began, though, most minds were on another news story. A new Covid-19 variant had been detected in South Africa and it was quickly spreading to Europe. Labeled the omicron variant, this new Covid-19 strain poses a threat to the pandemic recovery story. Perhaps most importantly, we don’t yet know how big that threat is. Scientists haveindicatedthat it will take at least a few weeks for them to assess the effectiveness of vaccines against the new variant, which features multiple mutations. As investors ponder what this means for markets, focus has shifted to one specific question: What does this mean for vaccine stocks?\nInvestors have expressed concern at what the the emergence of a new variant may mean for markets. It bears noting, though, that such a scenario creates a new opportunity for vaccine stocks, specifically for a new company to pull into the lead.\nWhile Pfizer’s(NYSE:PFE) success in producing a vaccine approved for children has helped it maintain a lead over its competitors, other companies recognize the need for further innovation within the vaccine space. Scientists and researchers have yet to reach a conclusion as to how the new variant will react to current vaccines, but the companies producing them are already working around the clock.\nMany vaccine stocks were trending this morning as the omicron variant dominated news coverage. Let’s take a look at what the most prominent vaccine producers are saying and when we can expect to see progress.\n\nModerna(NASDAQ:MRNA)\nPfizer(NYSE:PFE)\nBioNTech (NASDAQ:BNTX)\nJohnson & Johnson(NYSE:JNJ)\nNovavax(NASDAQ:NVAX)\n\nModerna (MRNA)\nModerna was one of the first companies to have its executive team discuss address the omicron variant.\nOn Sunday, CMO Paul Burton spoke toBBC’sAndrew Marr and said Moderna was hoping to see clinical trials of an omicron-specific booster begin within60 to 90 days. CEO Stephane Bancel recentlyspoketoCNBC’s“Squawk Box” on the topic of an omicron- targeting vaccine. While he stated that it will likely take months for the company to develop, produce and ship a vaccine with the ability to target that specific variant, he noted that a booster shot containing a higher 100-microgram dose could be made available much sooner.\nBancel also floated the possibility of administering higher doses of the current vaccines to particularly high-risk patients, such as those in the elderly or immunocompromised categories.\nThis talk of an effective booster that could take on the new variant has sent MRNA stock shooting up today. As of this writing, vaccine stocks are having a good day and Moderna has risen by more than 10%. Today’s gains have put it up by more than 30% for the past five days.\nWhile the head of drugmaker Moderna said COVID-19 vaccines are unlikely to be as effective against the Omicron variant of the coronavirus as they have been previously, sparking fresh worry in financial markets about the trajectory of the pandemic.\n\"There is no world, I think, where (the effectiveness) is the same level . . . we had with Delta,\" Moderna Chief Executive Stéphane Bancel told the Financial Times in an interview.\n\"I think it's going to be a material drop. I just don't know how much because we need to wait for the data. But all the scientists I've talked to . . . are like 'this is not going to be good.'\"\nPfizer (PFE)\nNo pharmaceutical company has received as much positive press for its vaccine innovations as Pfizer. Earlier this month, CEO Albert Bourla wasrecommended by one InvestorPlace contributorfor CEO of the year.\nThe industry leader alsodiscussedthe new variant earlier today, stating that he believed that Pfizer’s Covid-19 pill would prove effective against it. He noted that the treatment method was designed with the thought process that most virus mutations were coming in spikes, exactly what we are seeing so far from the omicron variant. This gives him, he said, a “very high level of confidence” that the oral treatment, Paxlovid, will prove well-suited to help patients with the new Covid-19 strain.\nClinical trials have found that when Paxlovid is taken with HIV drug ritonavir, it reduces hospitalization and death by 89% if taken within three days after symptoms have begun.\nWhile Bourla is still not able to offer much on the effectiveness of the company’s two-dose vaccine against the new variant, he experts it to offer at least some protection. He also said that Pfizer is already at work on a new vaccine and that it produced a DNA template on Friday, speculating that it could be ready within 100 days.\nIt is worth noting that Pfizer has been able to create vaccines for previous variants in that timeframe but did not end up having to administer them, as the previously distributed vaccines remained effective.\nBioNTech (BNTX)\nPfizer’s original vaccine partner isn’t missing a beat, either.\nThe German biotech innovatortoldBusiness Insiderthat it is already at work on the development of an adapted vaccine to combat the omicron variant. According to the company’s spokespeople, the first steps of such a process “overlap with the research necessary” to evaluate the necessity of a new shot. This approach should enable its research team to move forward as quickly as possible.\nLike its competitors, BioNTech expects to acquire the data necessary to determine next steps in roughly two weeks, as medical researchers rush to examine new cases. In an attempt to keep the process as efficient as possible, the company is already testing its existing vaccine doses. Like Pfizer, it claims that it will be able to ship out this adapted vaccine within 100 days should it prove necessary.\nLike other vaccine stocks, BNTX is having a good day as speculation regarding the vaccine mounts. Shares are up almost 4% as of this writing. Not unlike its competitor Moderna, BioNTech is up almost 20% for the week after seeing a period of mostly flatlining. Earlier this Summer,InvestorPlace analyst Louis Navelliercalledit a better buy among vaccine stocks than Pfizer.\nJohnson & Johnson (JNJ)\nLike its competitors, Johnson & Johnson is already at work on ways to combat the new variant. Still waiting on further data, though, the company hasstatedit “will progress [its new vaccine] into clinical studies if needed.”\nMathai Mammen, global head of research and development at J&J subsidiary Janssen Pharmaceuticals, says that the company remains confident in the “robust humoral and cell-mediated responses” that its original vaccine has elicited in patients to date, giving the company confidence in its ability to adapt its current vaccine to handle the omicron variant.\nMammen added that the company has already begun work on a new vaccine for exactly that purpose and will “rapidly progress into clinical trails” if it is deemed necessary. It has beenreportedthat testing has already begun.\nNovavax (NVAX)\nA later player to the vaccine race, Novavax hasn’t had the same success in the U.S. as Pfizer or Moderna.\nHowever, the company recognizes it has a chance to make up the lost ground. In fact, it is already working to develop a vaccine to combat the omicron variant. Novavax hasstatedthat its vaccine will contain the mutated spikes that have experts worried about the variant, thereby enabling recipients to develop necessary immune responses. Its spokespeople have also stated that the testing and developing of the new vaccine will likely take “a few weeks.”\nWhile Novavax has not filed for approval for its initial Covid-19 in the U.S. yet, it received the green light from regulators in both Indonesia and the Philippines.\nAs InvestorPlace Assistant News Writer Eddie Pan reported this morning, NVAX is a name to watch among vaccine stocks as speculation mounts. While no one is likely to know too much for at least two weeks, companies aren’t wasting any time in building on their vaccine innovations in attempt to pull ahead in the vaccine race. Novavax may not have garnered U.S. authorization yet, but it has risen to prominence by way of its global vaccine distribution work, an edge that earned it ahigh rankingamong second-shot vaccine stocks to buy.","news_type":1,"symbols_score_info":{"BNTX":0.9,"JNJ":0.9,"NVAX":0.9,"MRNA":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":3229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875946552,"gmtCreate":1637596923583,"gmtModify":1637596923663,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561965250324628","idStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875946552","repostId":"1167312864","repostType":4,"repost":{"id":"1167312864","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":1637593029,"share":"https://www.laohunote.com/m/news/1167312864?lang=zh_CN&edition=full","pubTime":"2021-11-22 22:57","market":"us","language":"en","title":"Tesla shares rose nearly 5% in early trading and reached 1.2 trillion market value<blockquote>特斯拉股价早盘上涨近5%，市值达到1.2万亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167312864","media":"Tiger Newspress","summary":"Tesla shares rose nearly 5% in early trading and reached 1.2 trillion market value.","content":"<p>Tesla&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;5%&nbsp;in&nbsp;early&nbsp;trading&nbsp;and&nbsp;reached&nbsp;1.2&nbsp;trillion&nbsp;market&nbsp;value.<img src=\"https://static.tigerbbs.com/1928eb1efcb2e236d5a16d5b8cb39523\" tg-width=\"867\" tg-height=\"609\" width=\"100%\" height=\"auto\"></p><p><blockquote>特斯拉股价早盘上涨近5%，市值达到1.2万亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla shares rose nearly 5% in early trading and reached 1.2 trillion market value<blockquote>特斯拉股价早盘上涨近5%，市值达到1.2万亿美元</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\">\nTesla shares rose nearly 5% in early trading and reached 1.2 trillion market value<blockquote>特斯拉股价早盘上涨近5%，市值达到1.2万亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-22 22:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;5%&nbsp;in&nbsp;early&nbsp;trading&nbsp;and&nbsp;reached&nbsp;1.2&nbsp;trillion&nbsp;market&nbsp;value.<img src=\"https://static.tigerbbs.com/1928eb1efcb2e236d5a16d5b8cb39523\" tg-width=\"867\" tg-height=\"609\" width=\"100%\" height=\"auto\"></p><p><blockquote>特斯拉股价早盘上涨近5%，市值达到1.2万亿美元。</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":"1167312864","content_text":"Tesla shares rose nearly 5% in early trading and reached 1.2 trillion market value.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872635292,"gmtCreate":1637500408699,"gmtModify":1637500408772,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561965250324628","idStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Solid","listText":"Solid","text":"Solid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872635292","repostId":"1156888846","repostType":4,"repost":{"id":"1156888846","kind":"news","pubTimestamp":1637465976,"share":"https://www.laohunote.com/m/news/1156888846?lang=zh_CN&edition=full","pubTime":"2021-11-21 11:39","market":"us","language":"en","title":"Why Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>福特为何终止与Rivian的联合电动汽车开发计划？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156888846","media":"Benzinga","summary":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shel","content":"<p><div> Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether. What Happened:As Ford steps on the gas on...</p><p><blockquote><div>福特汽车公司是电动汽车初创公司Rivian汽车公司的早期支持者之一，该公司完全搁置了与后者共同开发电动汽车的计划。发生了什么：当福特踩油门时……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">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>Why Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>福特为何终止与Rivian的联合电动汽车开发计划？</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 Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>福特为何终止与Rivian的联合电动汽车开发计划？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-21 11:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether. What Happened:As Ford steps on the gas on...</p><p><blockquote><div>福特汽车公司是电动汽车初创公司Rivian汽车公司的早期支持者之一，该公司完全搁置了与后者共同开发电动汽车的计划。发生了什么：当福特踩油门时……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">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/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">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":{"F":"福特汽车","RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156888846","content_text":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether.\nWhat Happened:As Ford steps on the gas on its EV transition, the Detroit-based automaker has decided to abandon it plans to jointly develop an EV with Rivian, CEO Jim Farley said in an interview with Automotive News.\nFarley said Ford expects to produce 600,000 vehicles per year by the end of 2023.\nWhen Ford initially invested $500 million in Rivian in 2019, it envisaged developing a Ford branded EV that will come with Rivian's skateboard powertrain. In early 2020, the companies said they are shelving the plans for a Lincoln-branded EV but would go ahead with an alternative vehicle based on Rivian technology.\nThe Ford CEO suggested in the interview that the company is now increasingly confident in competing in the EV space by itself. Another handicap that forced the going-solo decision was the complexities involved in integrating the hardware and software together.\nWhy It's Important:Rivian shares debuted on Wall Street on Nov. 10 following aninitial public offeringat a bumper valuation of over $100 billion. The company's strong debut and the subsequent run up in shares have raised eyebrows over its valuation which has taken it past the market capitalization of legacy U.S. automakers, including Ford.\nRivian's product pipeline consists of RIT, an EV pickup truck, which it began delivering to customers in September. As of Oct. 30, the company produced 180 R1Ts and delivered 156 R1Ts, with the bulk of them going to the company's employees.\nThe company noted that at the end of October, it had preorders of about 55,400 R1Ts and R1Ss. It expects to fill the preorder backlog by the end of 2023.\nFord, for its part, has doubled on itsEV strategyand invested big dollars into its transition toward EVs.\n\"We respect Rivian and have had extensive exploratory discussions with them, however, both sides have agreed not to pursue any kind of joint vehicle development or platform sharing,\" Ford said in an emailed statement to media.\nRivian, meanwhile, confirmed that it is a mutual decision to focus on each of their own projects and deliveries, given Ford has scaled its own EV strategy and demand for Rivian vehicles has grown.\n\"Our relationship with Ford is an important part of our journey, and Ford remains an investor and ally on our shared path to an electrified future\" a Rivian spokesperson said.\nRivian closed Friday's session up 4.23% at $128.60, while Ford closed down 0.87% at $19.39.","news_type":1,"symbols_score_info":{"F":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":2927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878870190,"gmtCreate":1637176966123,"gmtModify":1637176966209,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561965250324628","idStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878870190","repostId":"1198667964","repostType":4,"repost":{"id":"1198667964","kind":"news","pubTimestamp":1637135563,"share":"https://www.laohunote.com/m/news/1198667964?lang=zh_CN&edition=full","pubTime":"2021-11-17 15:52","market":"us","language":"en","title":"Apple Could Smash Its iPhone Holiday Sales Record. What That Means for the Stock.<blockquote>苹果可能会打破其iPhone假日销售记录。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198667964","media":"Barrons","summary":"Apple is on track to break its previous record for iPhone sales over the holiday period, according t","content":"<p>Apple is on track to break its previous record for iPhone sales over the holiday period, according to new analysis, which should pave the way for stock price gains.</p><p><blockquote>根据新的分析，苹果有望打破假期期间 iPhone 销量的先前记录，这将为股价上涨铺平道路。</blockquote></p><p> Heading into Black Friday next week, analysts at investment bank and broker Wedbush Securities said they see delivery times for the Apple iPhone 13 Pro lengthening. The team, led by Dan Ives, estimates that demand is outstripping supply by around 15% heading into the holiday season.</p><p><blockquote>随着下周黑色星期五的到来，投资银行和经纪商 Wedbush Securities 的分析师表示，他们认为苹果 iPhone 13 Pro 的交付时间将会延长。由丹·艾夫斯 (Dan Ives) 领导的团队估计，进入假期后，需求将超过供应约 15%。</blockquote></p><p> Wait times have in the past been viewed as an indicator of demand for devices. But this year, in a world gripped by supply-chain issues, wait times for some models notching multiyear records might not be the clear green flag it would have been in the past.</p><p><blockquote>等待时间在过去被视为设备需求的指标。但今年，在一个被供应链问题困扰的世界里，一些车型创下多年记录的等待时间可能不会像过去那样是明确的绿旗。</blockquote></p><p> Ives noted that Apple was dealing with the global shortage of semiconductors—a critical component in iPhones—and widespread supply-chain disruptions, but still he sees the tech giant smashing a key sales record.</p><p><blockquote>艾夫斯指出，苹果正在应对全球半导体短缺（iPhone 的关键部件）和大范围的供应链中断，但他仍然看到这家科技巨头打破了一项重要的销售记录。</blockquote></p><p> “We estimate that Apple is on pace to sell ~40 million iPhones between Black Friday and Christmas, which would be record holiday pace for the company despite the lingering chip shortage limiting iPhone supply globally by roughly 10 million units based on our analysis,” Ives said.</p><p><blockquote>“艾夫斯说：”我们估计，苹果将在黑色星期五至圣诞节期间售出约 4000 万部 iPhone，尽管根据我们的分析，芯片短缺问题持续存在，使全球 iPhone 供应量减少了约 1000 万部，但这将是该公司创下的假日销量纪录。</blockquote></p><p> The team at Wedbush said that “tremendous demand trends” in the U.S. and China were a positive sign that Apple could sell more than 80 million iPhone units this quarter.</p><p><blockquote>Wedbush 的团队表示，美国和中国 “巨大的需求趋势 ”是一个积极的迹象，表明苹果本季度 iPhone 的销量可能会超过 8000 万部。</blockquote></p><p> That would be good for Apple investors, because, as <i>Barron’s</i> reporter Max A. Cherney wrote in September, “Apple stock practically lives and dies on the company’s iPhone sales every year.”</p><p><blockquote>这对苹果投资者来说是件好事，因为<i>巴伦</i>记者 Max A. Cherney 在 9 月份写道：“苹果的股票几乎每年都取决于该公司 iPhone 的销量”。</blockquote></p><p> Wedbush maintained its Outperform rating on&nbsp;Apple&nbsp;Tuesday and its $185 price target, which indicates around 24% upside.</p><p><blockquote>Wedbush 周二维持苹果跑赢大盘评级和 185 美元的目标价，这表明上涨空间约为 24%。</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>Apple Could Smash Its iPhone Holiday Sales Record. What That Means for the Stock.<blockquote>苹果可能会打破其iPhone假日销售记录。这对股票意味着什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Smash Its iPhone Holiday Sales Record. What That Means for the Stock.<blockquote>苹果可能会打破其iPhone假日销售记录。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-17 15:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple is on track to break its previous record for iPhone sales over the holiday period, according to new analysis, which should pave the way for stock price gains.</p><p><blockquote>根据新的分析，苹果有望打破假期期间 iPhone 销量的先前记录，这将为股价上涨铺平道路。</blockquote></p><p> Heading into Black Friday next week, analysts at investment bank and broker Wedbush Securities said they see delivery times for the Apple iPhone 13 Pro lengthening. The team, led by Dan Ives, estimates that demand is outstripping supply by around 15% heading into the holiday season.</p><p><blockquote>随着下周黑色星期五的到来，投资银行和经纪商 Wedbush Securities 的分析师表示，他们认为苹果 iPhone 13 Pro 的交付时间将会延长。由丹·艾夫斯 (Dan Ives) 领导的团队估计，进入假期后，需求将超过供应约 15%。</blockquote></p><p> Wait times have in the past been viewed as an indicator of demand for devices. But this year, in a world gripped by supply-chain issues, wait times for some models notching multiyear records might not be the clear green flag it would have been in the past.</p><p><blockquote>等待时间在过去被视为设备需求的指标。但今年，在一个被供应链问题困扰的世界里，一些车型创下多年记录的等待时间可能不会像过去那样是明确的绿旗。</blockquote></p><p> Ives noted that Apple was dealing with the global shortage of semiconductors—a critical component in iPhones—and widespread supply-chain disruptions, but still he sees the tech giant smashing a key sales record.</p><p><blockquote>艾夫斯指出，苹果正在应对全球半导体短缺（iPhone 的关键部件）和大范围的供应链中断，但他仍然看到这家科技巨头打破了一项重要的销售记录。</blockquote></p><p> “We estimate that Apple is on pace to sell ~40 million iPhones between Black Friday and Christmas, which would be record holiday pace for the company despite the lingering chip shortage limiting iPhone supply globally by roughly 10 million units based on our analysis,” Ives said.</p><p><blockquote>“艾夫斯说：”我们估计，苹果将在黑色星期五至圣诞节期间售出约 4000 万部 iPhone，尽管根据我们的分析，芯片短缺问题持续存在，使全球 iPhone 供应量减少了约 1000 万部，但这将是该公司创下的假日销量纪录。</blockquote></p><p> The team at Wedbush said that “tremendous demand trends” in the U.S. and China were a positive sign that Apple could sell more than 80 million iPhone units this quarter.</p><p><blockquote>Wedbush 的团队表示，美国和中国 “巨大的需求趋势 ”是一个积极的迹象，表明苹果本季度 iPhone 的销量可能会超过 8000 万部。</blockquote></p><p> That would be good for Apple investors, because, as <i>Barron’s</i> reporter Max A. Cherney wrote in September, “Apple stock practically lives and dies on the company’s iPhone sales every year.”</p><p><blockquote>这对苹果投资者来说是件好事，因为<i>巴伦</i>记者 Max A. Cherney 在 9 月份写道：“苹果的股票几乎每年都取决于该公司 iPhone 的销量”。</blockquote></p><p> Wedbush maintained its Outperform rating on&nbsp;Apple&nbsp;Tuesday and its $185 price target, which indicates around 24% upside.</p><p><blockquote>Wedbush 周二维持苹果跑赢大盘评级和 185 美元的目标价，这表明上涨空间约为 24%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-iphone-holiday-sales-record-51637078986?mod=hp_DAY_3\">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":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-iphone-holiday-sales-record-51637078986?mod=hp_DAY_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198667964","content_text":"Apple is on track to break its previous record for iPhone sales over the holiday period, according to new analysis, which should pave the way for stock price gains.\nHeading into Black Friday next week, analysts at investment bank and broker Wedbush Securities said they see delivery times for the Apple iPhone 13 Pro lengthening. The team, led by Dan Ives, estimates that demand is outstripping supply by around 15% heading into the holiday season.\nWait times have in the past been viewed as an indicator of demand for devices. But this year, in a world gripped by supply-chain issues, wait times for some models notching multiyear records might not be the clear green flag it would have been in the past.\nIves noted that Apple was dealing with the global shortage of semiconductors—a critical component in iPhones—and widespread supply-chain disruptions, but still he sees the tech giant smashing a key sales record.\n“We estimate that Apple is on pace to sell ~40 million iPhones between Black Friday and Christmas, which would be record holiday pace for the company despite the lingering chip shortage limiting iPhone supply globally by roughly 10 million units based on our analysis,” Ives said.\nThe team at Wedbush said that “tremendous demand trends” in the U.S. and China were a positive sign that Apple could sell more than 80 million iPhone units this quarter.\nThat would be good for Apple investors, because, as Barron’s reporter Max A. Cherney wrote in September, “Apple stock practically lives and dies on the company’s iPhone sales every year.”\nWedbush maintained its Outperform rating on Apple Tuesday and its $185 price target, which indicates around 24% upside.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871658483,"gmtCreate":1637068085958,"gmtModify":1637068087280,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561965250324628","idStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871658483","repostId":"1115914926","repostType":4,"repost":{"id":"1115914926","kind":"news","pubTimestamp":1637065849,"share":"https://www.laohunote.com/m/news/1115914926?lang=zh_CN&edition=full","pubTime":"2021-11-16 20:30","market":"us","language":"en","title":"Report says drugmakers impose unjustified U.S. price increases; spending on AbbVie drug rises $1.4 billion<blockquote>报告称制药商不合理地提高美国价格；艾伯维药物支出增加 14 亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115914926","media":"Reuters","summary":"Drugmakers hiked U.S. prices on seven of the 10 costliest prescription drugs in 2020 without justifi","content":"<p>Drugmakers hiked U.S. prices on seven of the 10 costliest prescription drugs in 2020 without justification, increasing drug spending by $1.67 billion, a U.S. group that reviews the value of medicines said on Tuesday.</p><p><blockquote>一个审查药品价值的美国组织周二表示，制药商在没有正当理由的情况下提高了 2020 年 10 种最昂贵处方药中 7 种的美国价格，使药品支出增加了 16.7 亿美元。</blockquote></p><p> AbbVie Inc's(ABBV.N)widely used Humira rheumatoid arthritis drug accounted for the majority of the spending increase, with a net price increase of 9.6% leading to an almost $1.4 billion increase in U.S. spending.</p><p><blockquote>艾伯维公司(ABBV.N)广泛使用的Humira类风湿性关节炎药物占据了支出增长的大部分，净价格上涨9.6%，导致美国支出增加近14亿美元。</blockquote></p><p> The Boston-based Institute for Clinical and Economic Review (ICER) said in a report that after reviewing published studies and input from drug manufacturers it found no evidence of new clinical benefits to justify the price hikes.</p><p><blockquote>总部位于波士顿的临床和经济评论研究所（ICER）在一份报告中表示，在审查了已发表的研究和药品制造商的意见后，没有发现新的临床益处的证据来证明价格上涨是合理的。</blockquote></p><p> \"Several of these treatments have been on the market for many years, with scant evidence that they are any more effective than we understood them to be years ago when they cost far less,\" said ICER Chief Medical Officer David Rind.</p><p><blockquote>ICER 首席医疗官 David Rind 表示：“其中一些治疗方法已经上市多年，几乎没有证据表明它们比我们多年前所了解的更有效，当时它们的成本要低得多。”</blockquote></p><p> \"The most extreme of these is Humira, with an ever-escalating U.S. price that contrasts starkly to its falling price in every country where Humira currently faces biosimilar competition,\" he said in a statement. Humira received U.S. regulatory approval in 2002.</p><p><blockquote>他在一份声明中表示：“其中最极端的是修美乐，美国的价格不断攀升，与修美乐目前面临生物仿制药竞争的每个国家的价格不断下降形成鲜明对比。”Humira 于 2002 年获得美国监管部门批准。</blockquote></p><p> AbbVie said in a response to ICER that the report lacked context because ICER does not perform full value assessments and excludes evidence from smaller patient populations.</p><p><blockquote>艾伯维在回复 ICER 时表示，该报告缺乏背景信息，因为 ICER 不进行完整的价值评估，并且排除了来自较小患者群体的证据。</blockquote></p><p> The findings come as President Joe Biden and Democrats in Congress attempt to push through legislation that would lower drug prices by allowing the federal government to negotiate drug payments by Medicare, which covers Americans aged 65 and older.</p><p><blockquote>这些发现出炉之际，乔·拜登总统和国会民主党人试图通过立法，允许联邦政府通过医疗保险谈判降低药品价格，医疗保险覆盖65岁及以上的美国人。</blockquote></p><p> The United States spends more than twice as much per person on drugs as other wealthy economies, about $1,500, for a total of around $350 billion in 2019.</p><p><blockquote>美国人均药品支出是其他富裕经济体的两倍多，约为1500美元，2019年总额约为3500亿美元。</blockquote></p><p> Novartis(NOVN.S)drug Promacta, which is used to treat the rare blood disorder severe aplastic anemia (SAA), saw the highest increase in net price at 14.1%, leading to a $100 million increase in U.S. spending.</p><p><blockquote>诺华（NOVN.S）用于治疗罕见血液疾病严重再生障碍性贫血（SAA）的药物Promacta净价涨幅最高，达到14.1%，导致美国支出增加1亿美元。</blockquote></p><p> Novartis said it takes a value-based pricing approach and that it provided ICER with significant new clinical and health economic data that the group did not take into account.</p><p><blockquote>诺华表示，它采用基于价值的定价方法，并向 ICER 提供了该集团没有考虑的重要新临床和健康经济数据。</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>Report says drugmakers impose unjustified U.S. price increases; spending on AbbVie drug rises $1.4 billion<blockquote>报告称制药商不合理地提高美国价格；艾伯维药物支出增加 14 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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReport says drugmakers impose unjustified U.S. price increases; spending on AbbVie drug rises $1.4 billion<blockquote>报告称制药商不合理地提高美国价格；艾伯维药物支出增加 14 亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-16 20:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Drugmakers hiked U.S. prices on seven of the 10 costliest prescription drugs in 2020 without justification, increasing drug spending by $1.67 billion, a U.S. group that reviews the value of medicines said on Tuesday.</p><p><blockquote>一个审查药品价值的美国组织周二表示，制药商在没有正当理由的情况下提高了 2020 年 10 种最昂贵处方药中 7 种的美国价格，使药品支出增加了 16.7 亿美元。</blockquote></p><p> AbbVie Inc's(ABBV.N)widely used Humira rheumatoid arthritis drug accounted for the majority of the spending increase, with a net price increase of 9.6% leading to an almost $1.4 billion increase in U.S. spending.</p><p><blockquote>艾伯维公司(ABBV.N)广泛使用的Humira类风湿性关节炎药物占据了支出增长的大部分，净价格上涨9.6%，导致美国支出增加近14亿美元。</blockquote></p><p> The Boston-based Institute for Clinical and Economic Review (ICER) said in a report that after reviewing published studies and input from drug manufacturers it found no evidence of new clinical benefits to justify the price hikes.</p><p><blockquote>总部位于波士顿的临床和经济评论研究所（ICER）在一份报告中表示，在审查了已发表的研究和药品制造商的意见后，没有发现新的临床益处的证据来证明价格上涨是合理的。</blockquote></p><p> \"Several of these treatments have been on the market for many years, with scant evidence that they are any more effective than we understood them to be years ago when they cost far less,\" said ICER Chief Medical Officer David Rind.</p><p><blockquote>ICER 首席医疗官 David Rind 表示：“其中一些治疗方法已经上市多年，几乎没有证据表明它们比我们多年前所了解的更有效，当时它们的成本要低得多。”</blockquote></p><p> \"The most extreme of these is Humira, with an ever-escalating U.S. price that contrasts starkly to its falling price in every country where Humira currently faces biosimilar competition,\" he said in a statement. Humira received U.S. regulatory approval in 2002.</p><p><blockquote>他在一份声明中表示：“其中最极端的是修美乐，美国的价格不断攀升，与修美乐目前面临生物仿制药竞争的每个国家的价格不断下降形成鲜明对比。”Humira 于 2002 年获得美国监管部门批准。</blockquote></p><p> AbbVie said in a response to ICER that the report lacked context because ICER does not perform full value assessments and excludes evidence from smaller patient populations.</p><p><blockquote>艾伯维在回复 ICER 时表示，该报告缺乏背景信息，因为 ICER 不进行完整的价值评估，并且排除了来自较小患者群体的证据。</blockquote></p><p> The findings come as President Joe Biden and Democrats in Congress attempt to push through legislation that would lower drug prices by allowing the federal government to negotiate drug payments by Medicare, which covers Americans aged 65 and older.</p><p><blockquote>这些发现出炉之际，乔·拜登总统和国会民主党人试图通过立法，允许联邦政府通过医疗保险谈判降低药品价格，医疗保险覆盖65岁及以上的美国人。</blockquote></p><p> The United States spends more than twice as much per person on drugs as other wealthy economies, about $1,500, for a total of around $350 billion in 2019.</p><p><blockquote>美国人均药品支出是其他富裕经济体的两倍多，约为1500美元，2019年总额约为3500亿美元。</blockquote></p><p> Novartis(NOVN.S)drug Promacta, which is used to treat the rare blood disorder severe aplastic anemia (SAA), saw the highest increase in net price at 14.1%, leading to a $100 million increase in U.S. spending.</p><p><blockquote>诺华（NOVN.S）用于治疗罕见血液疾病严重再生障碍性贫血（SAA）的药物Promacta净价涨幅最高，达到14.1%，导致美国支出增加1亿美元。</blockquote></p><p> Novartis said it takes a value-based pricing approach and that it provided ICER with significant new clinical and health economic data that the group did not take into account.</p><p><blockquote>诺华表示，它采用基于价值的定价方法，并向 ICER 提供了该集团没有考虑的重要新临床和健康经济数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/business/healthcare-pharmaceuticals/report-says-drugmakers-impose-unjustified-us-price-increases-spending-abbvie-2021-11-16/\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABBV":"艾伯维公司"},"source_url":"https://www.reuters.com/business/healthcare-pharmaceuticals/report-says-drugmakers-impose-unjustified-us-price-increases-spending-abbvie-2021-11-16/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115914926","content_text":"Drugmakers hiked U.S. prices on seven of the 10 costliest prescription drugs in 2020 without justification, increasing drug spending by $1.67 billion, a U.S. group that reviews the value of medicines said on Tuesday.\nAbbVie Inc's(ABBV.N)widely used Humira rheumatoid arthritis drug accounted for the majority of the spending increase, with a net price increase of 9.6% leading to an almost $1.4 billion increase in U.S. spending.\nThe Boston-based Institute for Clinical and Economic Review (ICER) said in a report that after reviewing published studies and input from drug manufacturers it found no evidence of new clinical benefits to justify the price hikes.\n\"Several of these treatments have been on the market for many years, with scant evidence that they are any more effective than we understood them to be years ago when they cost far less,\" said ICER Chief Medical Officer David Rind.\n\"The most extreme of these is Humira, with an ever-escalating U.S. price that contrasts starkly to its falling price in every country where Humira currently faces biosimilar competition,\" he said in a statement. Humira received U.S. regulatory approval in 2002.\nAbbVie said in a response to ICER that the report lacked context because ICER does not perform full value assessments and excludes evidence from smaller patient populations.\nThe findings come as President Joe Biden and Democrats in Congress attempt to push through legislation that would lower drug prices by allowing the federal government to negotiate drug payments by Medicare, which covers Americans aged 65 and older.\nThe United States spends more than twice as much per person on drugs as other wealthy economies, about $1,500, for a total of around $350 billion in 2019.\nNovartis(NOVN.S)drug Promacta, which is used to treat the rare blood disorder severe aplastic anemia (SAA), saw the highest increase in net price at 14.1%, leading to a $100 million increase in U.S. spending.\nNovartis said it takes a value-based pricing approach and that it provided ICER with significant new clinical and health economic data that the group did not take into account.","news_type":1,"symbols_score_info":{"ABBV":0.9}},"isVote":1,"tweetType":1,"viewCount":2510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873139394,"gmtCreate":1636875204490,"gmtModify":1636875204490,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561965250324628","idStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Like n comment!","listText":"Like n comment!","text":"Like n comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873139394","repostId":"1103944030","repostType":4,"isVote":1,"tweetType":1,"viewCount":3841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842527408,"gmtCreate":1636205736256,"gmtModify":1636205736486,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561965250324628","idStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Likee!","listText":"Likee!","text":"Likee!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842527408","repostId":"1173813098","repostType":4,"isVote":1,"tweetType":1,"viewCount":3053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854040094,"gmtCreate":1635412526148,"gmtModify":1635412526214,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561965250324628","idStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/854040094","repostId":"1121579629","repostType":4,"repost":{"id":"1121579629","kind":"news","pubTimestamp":1635411173,"share":"https://www.laohunote.com/m/news/1121579629?lang=zh_CN&edition=full","pubTime":"2021-10-28 16:52","market":"us","language":"en","title":"Economic Data Scheduled For Thursday<blockquote>定于周四公布的经济数据</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121579629","media":"Benzinga","summary":"Gross Domestic Product report for the third quarter is scheduled for release at 8:30 a.m. ET. Analys","content":"<p><div> Gross Domestic Product report for the third quarter is scheduled for release at 8:30 a.m. ET. Analysts expect GDP slowing to 2.7% annual growth in the third quarter from Q2 growth of 6.7%. Data on ...</p><p><blockquote><div>第三季度国内生产总值报告定于美国东部时间上午 8:30 发布。分析师预计第三季度GDP年增长率将从第二季度6.7%放缓至2.7%。数据在……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/10/23690911/economic-data-scheduled-for-thursday\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/10/23690911/economic-data-scheduled-for-thursday\">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>Economic Data Scheduled For Thursday<blockquote>定于周四公布的经济数据</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\">\nEconomic Data Scheduled For Thursday<blockquote>定于周四公布的经济数据</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-10-28 16:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Gross Domestic Product report for the third quarter is scheduled for release at 8:30 a.m. ET. Analysts expect GDP slowing to 2.7% annual growth in the third quarter from Q2 growth of 6.7%. Data on ...</p><p><blockquote><div>第三季度国内生产总值报告定于美国东部时间上午 8:30 发布。分析师预计第三季度GDP年增长率将从第二季度6.7%放缓至2.7%。数据在……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/10/23690911/economic-data-scheduled-for-thursday\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/10/23690911/economic-data-scheduled-for-thursday\">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/21/10/23690911/economic-data-scheduled-for-thursday\">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":{".DJI":"道琼斯"},"source_url":"https://www.benzinga.com/news/21/10/23690911/economic-data-scheduled-for-thursday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121579629","content_text":"Gross Domestic Product report for the third quarter is scheduled for release at 8:30 a.m. ET. Analysts expect GDP slowing to 2.7% annual growth in the third quarter from Q2 growth of 6.7%.\nData on initial jobless claims for the latest week will be released at 8:30 a.m. ET. Analysts expect jobless claims dropping to 290,000 for the October 23 week, unchanged from the previous week.\nThe pending home sales index for September is scheduled for release at 10:00 a.m. ET. A 1.7% rise is expected for pending home sales in September, following a 8.1% surge in the previous month.\nThe Energy Information Administration’s weekly report on natural gas stocks in underground storage will be released at 10:30 a.m. ET.\nThe Kansas City Fed manufacturing index for October is scheduled for release at 11:00 a.m. ET.\nThe Treasury is set to auction 4-and 8-week bills at 11:30 a.m. ET.\nThe Treasury will auction 7-year notes at 1:00 p.m. ET.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856670463,"gmtCreate":1635176736463,"gmtModify":1635176852952,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561965250324628","idStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856670463","repostId":"2178427117","repostType":4,"isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858126304,"gmtCreate":1635012605674,"gmtModify":1635012605884,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561965250324628","idStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858126304","repostId":"2177121214","repostType":4,"isVote":1,"tweetType":1,"viewCount":1555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853447489,"gmtCreate":1634831986862,"gmtModify":1634831987062,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561965250324628","idStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/853447489","repostId":"1197098922","repostType":4,"repost":{"id":"1197098922","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":1634830609,"share":"https://www.laohunote.com/m/news/1197098922?lang=zh_CN&edition=full","pubTime":"2021-10-21 23:36","market":"us","language":"en","title":"Enfusion rose over 20% after it opened at $20 above $17 IPO price<blockquote>Enfusion 开盘价比 17 美元的 IPO 价格上涨 20 美元以上，股价上涨超过 20%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197098922","media":"Tiger Newspress","summary":"Enfusion rose over 20% after itopened at $20 above $17 IPO price.Enfusion is a global fast-growing ","content":"<p>Enfusion rose&nbsp;over&nbsp;20% after&nbsp;itopened at $20 above $17 IPO price.<img src=\"https://static.tigerbbs.com/08aaed72748df105d8d6111aeadc2325\" tg-width=\"770\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Enfusion is a global fast-growing SaaS provider, focusing on the transformation of the investment management industry. The company aims to remove technical and information barriers and enable investment managers to confidently make and execute smarter investment decisions in real time. In 2019-2020, the company's revenues were US $59.03 million and US $79.57 million respectively, and the corresponding net profits were US $12.66 million and US $4.06 million respectively.</p><p><blockquote>Enfusion 开盘价比 17 美元的 IPO 价格上涨 20 美元，股价上涨超过 20%。Enfusion是一家全球快速增长的SaaS提供商，专注于投资管理行业的转型。该公司旨在消除技术和信息障碍，使投资经理能够自信地实时做出和执行更明智的投资决策。2019-2020年，公司营收分别为5903万美元和7957万美元，对应的净利润分别为1266万美元和406万美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Enfusion rose over 20% after it opened at $20 above $17 IPO price<blockquote>Enfusion 开盘价比 17 美元的 IPO 价格上涨 20 美元以上，股价上涨超过 20%</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\">\nEnfusion rose over 20% after it opened at $20 above $17 IPO price<blockquote>Enfusion 开盘价比 17 美元的 IPO 价格上涨 20 美元以上，股价上涨超过 20%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-21 23:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Enfusion rose&nbsp;over&nbsp;20% after&nbsp;itopened at $20 above $17 IPO price.<img src=\"https://static.tigerbbs.com/08aaed72748df105d8d6111aeadc2325\" tg-width=\"770\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Enfusion is a global fast-growing SaaS provider, focusing on the transformation of the investment management industry. The company aims to remove technical and information barriers and enable investment managers to confidently make and execute smarter investment decisions in real time. In 2019-2020, the company's revenues were US $59.03 million and US $79.57 million respectively, and the corresponding net profits were US $12.66 million and US $4.06 million respectively.</p><p><blockquote>Enfusion 开盘价比 17 美元的 IPO 价格上涨 20 美元，股价上涨超过 20%。Enfusion是一家全球快速增长的SaaS提供商，专注于投资管理行业的转型。该公司旨在消除技术和信息障碍，使投资经理能够自信地实时做出和执行更明智的投资决策。2019-2020年，公司营收分别为5903万美元和7957万美元，对应的净利润分别为1266万美元和406万美元。</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":"1197098922","content_text":"Enfusion rose over 20% after itopened at $20 above $17 IPO price.Enfusion is a global fast-growing SaaS provider, focusing on the transformation of the investment management industry. The company aims to remove technical and information barriers and enable investment managers to confidently make and execute smarter investment decisions in real time. In 2019-2020, the company's revenues were US $59.03 million and US $79.57 million respectively, and the corresponding net profits were US $12.66 million and US $4.06 million respectively.","news_type":1,"symbols_score_info":{"ENFN":0.9}},"isVote":1,"tweetType":1,"viewCount":1284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850510813,"gmtCreate":1634607512155,"gmtModify":1634607600197,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561965250324628","idStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850510813","repostId":"2176120817","repostType":4,"isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850608439,"gmtCreate":1634583551701,"gmtModify":1634583552029,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561965250324628","idStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Nicee","listText":"Nicee","text":"Nicee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850608439","repostId":"1185155570","repostType":4,"repost":{"id":"1185155570","kind":"news","pubTimestamp":1634511079,"share":"https://www.laohunote.com/m/news/1185155570?lang=zh_CN&edition=full","pubTime":"2021-10-18 06:51","market":"us","language":"en","title":"Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&amp;T、Netflix、ASML、Snap和其他投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185155570","media":"Barrons","summary":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. ","content":"<p>Seventy-two&nbsp;S&amp;P 500&nbsp;companies report earnings this week,&nbsp;as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights&nbsp;will include&nbsp;results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.</p><p><blockquote>随着第三季度财报季的加剧，72 家标普500公司本周公布了财报。几家美国大银行上周开局强劲。本周的财报亮点将包括电信、必需消费品、能源、科技、医疗保健和航空业等知名公司的业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/685ba1e7f4763c12a3c0159fc2469ded\" tg-width=\"1878\" tg-height=\"2461\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Albertsons and&nbsp;State Street&nbsp;get the ball rolling on Monday.Procter &amp; Gamble,Halliburton,and&nbsp;Johnson &amp; Johnson&nbsp;are Tuesday morning’s highlights, followed by&nbsp;Netflix&nbsp;and&nbsp;United Airlines Holdings&nbsp;after the market closes.</p><p><blockquote>宝洁公司（Albertsons）和道富银行（State Street）将在周一大放异彩。宝洁公司（Procter &amp; Gamble）、哈里伯顿公司（Halliburton）和强生公司（Johnson &amp; Johnson）是周二上午的亮点，Netflix 和美国联合航空公司（United Airlines Holdings）将在收盘后紧随其后。</blockquote></p><p> On Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&amp;T, American Airlines Group,Southwest Airlines,and&nbsp;Chipotle Mexican Grill&nbsp;report on Thursday, then&nbsp;American Express,Schlumberger,and&nbsp;Honeywell International&nbsp;close the week on Friday.</p><p><blockquote>周三，威瑞森通信公司、IBM 和特斯拉将受到最多的关注。美国电话电报公司、美国航空集团、西南航空和 Chipotle Mexican Grill 将于周四发布报告，随后美国运通、斯伦贝谢和霍尼韦尔国际公司将于周五收盘。</blockquote></p><p> Economic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and&nbsp;IHS Markit’s&nbsp;Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.</p><p><blockquote>本周的经济数据亮点包括周四公布的世界大型企业联合会9月份领先经济指数和周五公布的IHS Markit 10月份制造业和服务业采购经理人指数。所有人都从前几个月的水平回落了。</blockquote></p><p> Other releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.</p><p><blockquote>本周发布的其他数据包括美联储最新发布的褐皮书（描述了美国各地的经济状况），以及 9 月份的两项房地产市场指标： 美国人口普查局（Census Bureau）将于周二报告新的住宅建设数据，全国房地产经纪人协会（National Association of Realtors）将于周四报告现房销售情况。</blockquote></p><p> <b>Monday 10/18</b></p><p><blockquote><b>10/18星期一</b></blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.</p><p><blockquote><b>美联储</b>公布9月份工业生产数据。继 8 月份上涨 0.4% 之后，经济学家预计上涨 0.20%。预计 9 月份的产能利用率为 76.5%，与 8 月份的 76.4% 大致持平。</blockquote></p><p> Albertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.</p><p><blockquote>艾伯森、飞利浦、Steel Dynamics和道富银行等公司发布了季度财务业绩。</blockquote></p><p> <b>Tuesday 10/19</b></p><p><blockquote><b>星期二 10/19</b></blockquote></p><p> <b>The Census Bureau</b> reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.</p><p><blockquote><b>人口普查局</b>报告9月份新住宅建设数据。经济学家预测，经季节性调整后的新屋开工年率为 162.3 万套，而 8 月份为 161.5 万套。</blockquote></p><p> Halliburton, Procter &amp; Gamble, Johnson &amp; Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.</p><p><blockquote>Halliburton、Procter &amp; Gamble、Johnson &amp; Johnson、Synchrony、Travelers、Philip Morris International、Kansas City Southern、WD-40、Interactive Brokers Group、Netflix、ManpowerGroup、Dover 和加拿大国家铁路公司等公司在评级举办了财报会议。</blockquote></p><p> <b>Wednesday 10/20</b></p><p><blockquote><b>星期三10/20</b></blockquote></p><p> <b>The Federal Reserve</b> releases its beige book about current economic conditions across the central bank’s 12 districts.</p><p><blockquote><b>美联储</b>发布关于中央银行 12 个地区当前经济状况的褐皮书。</blockquote></p><p> Abbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.</p><p><blockquote>雅培实验室、百健、NextEra Energy、ASML Holding、纳斯达克、加拿大太平洋铁路、威瑞森通信、CSX、Lam Research、特斯拉、IBM 和 Anthem 讨论季度财务业绩。</blockquote></p><p> <b>Thursday 10/21</b></p><p><blockquote><b>星期四 10/21</b></blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.</p><p><blockquote><b>全国协会</b>房地产经纪人报告9月份的现房销售情况。经济学家预测，经季节性调整后的年销量为610万套，而8月份为588万套。</blockquote></p><p> Dow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&amp;T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.</p><p><blockquote>陶氏化学、自由港麦克莫兰、Genuine Parts、西南航空、Valero Energy、黑石、Quest Diagnostics、Snap安、拖拉机供应、巴克莱银行、丹纳赫、美国电话电报公司、纽柯、美国航空集团、AutoNation、Valero Energy、SL Green Realty、英特尔、Snap、Boston Beer、美泰和Chipotle Mexican Grill在评级举办财报会议，讨论季度业绩。</blockquote></p><p> <b>The Philadelphia Fed</b>&nbsp;diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.</p><p><blockquote><b>费城联储</b>衡量整体制造业活动的扩散指数预计将从 9 月份的 30.7 降至 10 月份的 24。</blockquote></p><p> <b>The Conference Board</b>&nbsp;releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.</p><p><blockquote><b>会议委员会</b>发布9月份领先经济指数。继 8 月份上涨 0.90% 之后，预计上涨 0.50%。</blockquote></p><p> <b>Friday 10/22</b></p><p><blockquote><b>10/22星期五</b></blockquote></p><p> <b>IHS Markit releases</b>&nbsp;the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.</p><p><blockquote><b>IHS Markit 发布</b>10月份制造业和服务业采购经理人指数。制造业PMI的普遍预期为60.3，而服务业PMI预计为54.7，而9月份分别为60.7和54.9。</blockquote></p><p> Whirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.</p><p><blockquote>惠而浦、霍尼韦尔、Cleveland-Cliffs、塞拉尼斯、HCA Healthcare、斯伦贝谢、希捷科技控股公司、VF公司和美国运通主办了评级投资者会议。</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>Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&amp;T、Netflix、ASML、Snap和其他投资者本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&amp;T、Netflix、ASML、Snap和其他投资者本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-18 06:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Seventy-two&nbsp;S&amp;P 500&nbsp;companies report earnings this week,&nbsp;as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights&nbsp;will include&nbsp;results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.</p><p><blockquote>随着第三季度财报季的加剧，72 家标普500公司本周公布了财报。几家美国大银行上周开局强劲。本周的财报亮点将包括电信、必需消费品、能源、科技、医疗保健和航空业等知名公司的业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/685ba1e7f4763c12a3c0159fc2469ded\" tg-width=\"1878\" tg-height=\"2461\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Albertsons and&nbsp;State Street&nbsp;get the ball rolling on Monday.Procter &amp; Gamble,Halliburton,and&nbsp;Johnson &amp; Johnson&nbsp;are Tuesday morning’s highlights, followed by&nbsp;Netflix&nbsp;and&nbsp;United Airlines Holdings&nbsp;after the market closes.</p><p><blockquote>宝洁公司（Albertsons）和道富银行（State Street）将在周一大放异彩。宝洁公司（Procter &amp; Gamble）、哈里伯顿公司（Halliburton）和强生公司（Johnson &amp; Johnson）是周二上午的亮点，Netflix 和美国联合航空公司（United Airlines Holdings）将在收盘后紧随其后。</blockquote></p><p> On Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&amp;T, American Airlines Group,Southwest Airlines,and&nbsp;Chipotle Mexican Grill&nbsp;report on Thursday, then&nbsp;American Express,Schlumberger,and&nbsp;Honeywell International&nbsp;close the week on Friday.</p><p><blockquote>周三，威瑞森通信公司、IBM 和特斯拉将受到最多的关注。美国电话电报公司、美国航空集团、西南航空和 Chipotle Mexican Grill 将于周四发布报告，随后美国运通、斯伦贝谢和霍尼韦尔国际公司将于周五收盘。</blockquote></p><p> Economic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and&nbsp;IHS Markit’s&nbsp;Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.</p><p><blockquote>本周的经济数据亮点包括周四公布的世界大型企业联合会9月份领先经济指数和周五公布的IHS Markit 10月份制造业和服务业采购经理人指数。所有人都从前几个月的水平回落了。</blockquote></p><p> Other releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.</p><p><blockquote>本周发布的其他数据包括美联储最新发布的褐皮书（描述了美国各地的经济状况），以及 9 月份的两项房地产市场指标： 美国人口普查局（Census Bureau）将于周二报告新的住宅建设数据，全国房地产经纪人协会（National Association of Realtors）将于周四报告现房销售情况。</blockquote></p><p> <b>Monday 10/18</b></p><p><blockquote><b>10/18星期一</b></blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.</p><p><blockquote><b>美联储</b>公布9月份工业生产数据。继 8 月份上涨 0.4% 之后，经济学家预计上涨 0.20%。预计 9 月份的产能利用率为 76.5%，与 8 月份的 76.4% 大致持平。</blockquote></p><p> Albertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.</p><p><blockquote>艾伯森、飞利浦、Steel Dynamics和道富银行等公司发布了季度财务业绩。</blockquote></p><p> <b>Tuesday 10/19</b></p><p><blockquote><b>星期二 10/19</b></blockquote></p><p> <b>The Census Bureau</b> reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.</p><p><blockquote><b>人口普查局</b>报告9月份新住宅建设数据。经济学家预测，经季节性调整后的新屋开工年率为 162.3 万套，而 8 月份为 161.5 万套。</blockquote></p><p> Halliburton, Procter &amp; Gamble, Johnson &amp; Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.</p><p><blockquote>Halliburton、Procter &amp; Gamble、Johnson &amp; Johnson、Synchrony、Travelers、Philip Morris International、Kansas City Southern、WD-40、Interactive Brokers Group、Netflix、ManpowerGroup、Dover 和加拿大国家铁路公司等公司在评级举办了财报会议。</blockquote></p><p> <b>Wednesday 10/20</b></p><p><blockquote><b>星期三10/20</b></blockquote></p><p> <b>The Federal Reserve</b> releases its beige book about current economic conditions across the central bank’s 12 districts.</p><p><blockquote><b>美联储</b>发布关于中央银行 12 个地区当前经济状况的褐皮书。</blockquote></p><p> Abbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.</p><p><blockquote>雅培实验室、百健、NextEra Energy、ASML Holding、纳斯达克、加拿大太平洋铁路、威瑞森通信、CSX、Lam Research、特斯拉、IBM 和 Anthem 讨论季度财务业绩。</blockquote></p><p> <b>Thursday 10/21</b></p><p><blockquote><b>星期四 10/21</b></blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.</p><p><blockquote><b>全国协会</b>房地产经纪人报告9月份的现房销售情况。经济学家预测，经季节性调整后的年销量为610万套，而8月份为588万套。</blockquote></p><p> Dow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&amp;T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.</p><p><blockquote>陶氏化学、自由港麦克莫兰、Genuine Parts、西南航空、Valero Energy、黑石、Quest Diagnostics、Snap安、拖拉机供应、巴克莱银行、丹纳赫、美国电话电报公司、纽柯、美国航空集团、AutoNation、Valero Energy、SL Green Realty、英特尔、Snap、Boston Beer、美泰和Chipotle Mexican Grill在评级举办财报会议，讨论季度业绩。</blockquote></p><p> <b>The Philadelphia Fed</b>&nbsp;diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.</p><p><blockquote><b>费城联储</b>衡量整体制造业活动的扩散指数预计将从 9 月份的 30.7 降至 10 月份的 24。</blockquote></p><p> <b>The Conference Board</b>&nbsp;releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.</p><p><blockquote><b>会议委员会</b>发布9月份领先经济指数。继 8 月份上涨 0.90% 之后，预计上涨 0.50%。</blockquote></p><p> <b>Friday 10/22</b></p><p><blockquote><b>10/22星期五</b></blockquote></p><p> <b>IHS Markit releases</b>&nbsp;the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.</p><p><blockquote><b>IHS Markit 发布</b>10月份制造业和服务业采购经理人指数。制造业PMI的普遍预期为60.3，而服务业PMI预计为54.7，而9月份分别为60.7和54.9。</blockquote></p><p> Whirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.</p><p><blockquote>惠而浦、霍尼韦尔、Cleveland-Cliffs、塞拉尼斯、HCA Healthcare、斯伦贝谢、希捷科技控股公司、VF公司和美国运通主办了评级投资者会议。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?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":{"LUV":"西南航空","AXP":"美国运通",".SPX":"S&P 500 Index","T":"At&T","INTC":"英特尔","TSLA":"特斯拉",".DJI":"道琼斯","NFLX":"奈飞","UAL":"联合大陆航空","HAL":"哈里伯顿","CMG":"墨式烧烤",".IXIC":"NASDAQ Composite","AAL":"美国航空","JNJ":"强生","IBM":"IBM"},"source_url":"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185155570","content_text":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights will include results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.\n\nAlbertsons and State Street get the ball rolling on Monday.Procter & Gamble,Halliburton,and Johnson & Johnson are Tuesday morning’s highlights, followed by Netflix and United Airlines Holdings after the market closes.\nOn Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&T, American Airlines Group,Southwest Airlines,and Chipotle Mexican Grill report on Thursday, then American Express,Schlumberger,and Honeywell International close the week on Friday.\nEconomic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.\nOther releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.\nMonday 10/18\nThe Federal Reserve releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.\nAlbertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.\nTuesday 10/19\nThe Census Bureau reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.\nHalliburton, Procter & Gamble, Johnson & Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.\nWednesday 10/20\nThe Federal Reserve releases its beige book about current economic conditions across the central bank’s 12 districts.\nAbbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.\nThursday 10/21\nThe National Association of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.\nDow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.\nThe Philadelphia Fed diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.\nThe Conference Board releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.\nFriday 10/22\nIHS Markit releases the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.\nWhirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.","news_type":1,"symbols_score_info":{"JNJ":0.9,"CMG":0.9,"T":0.9,"UAL":0.9,"NFLX":0.9,"AAL":0.9,".IXIC":0.9,"LUV":0.9,"HAL":0.9,".DJI":0.9,"AXP":0.9,"INTC":0.9,"TSLA":0.9,"IBM":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827509659,"gmtCreate":1634489246883,"gmtModify":1634489247056,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561965250324628","idStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/827509659","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824240458,"gmtCreate":1634323350765,"gmtModify":1634323350945,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561965250324628","idStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/824240458","repostId":"2175117376","repostType":4,"isVote":1,"tweetType":1,"viewCount":1280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825360892,"gmtCreate":1634202061824,"gmtModify":1634202061824,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561965250324628","idStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Yess. Like and get PLTR to the moon!","listText":"Yess. Like and get PLTR to the moon!","text":"Yess. Like and get PLTR to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/825360892","repostId":"1131725095","repostType":4,"repost":{"id":"1131725095","kind":"news","pubTimestamp":1634201775,"share":"https://www.laohunote.com/m/news/1131725095?lang=zh_CN&edition=full","pubTime":"2021-10-14 16:56","market":"us","language":"en","title":"Palantir: Strong Upside Ahead<blockquote>Palantir：未来强劲上涨空间</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131725095","media":"Seeking Alpha","summary":"Summary\n\nPalantir's growth strategy in the commercial business is bearing fruit, showing that there ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's growth strategy in the commercial business is bearing fruit, showing that there is a lot of potential to increase its customer base.</li>  <li>This is a strong support for annual revenue growth of 20-30% in the next four years, justifying its high valuation multiples.</li>  <li>My price target is $40.75 per share by end-2024, implying more than 70% upside potential over the next three years.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir 在商业业务方面的增长战略正在结出硕果，表明其客户群有很大潜力增加。</li><li>这为未来四年20-30%的年收入增长提供了有力支撑，证明了其高估值倍数的合理性。</li><li>到 2024 年底，我的目标价是每股 40.75 美元，这意味着未来三年的上涨潜力超过 70%。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock 社论来自 Getty Images</span></p></blockquote></p><p> <b>Palantir Technologies</b>(PLTR) is a great growth play with plenty of upside over the next three years, even assuming more conservative assumptions than its own guidance.</p><p><blockquote><b>帕兰蒂尔技术公司</b>(PLTR) 是一个巨大的增长项目，在未来三年内有很大的上涨空间，即使假设比其自身的指导更保守。</blockquote></p><p> <b>Background</b></p><p><blockquote><b>背景</b></blockquote></p><p> I&nbsp;covered Palantir&nbsp;a few months ago, and I’m bullish on its stock as I see the company very well positioned to grow strongly over the medium to long term. This is driven by its software that is quite unique and should lead to strong customer demand over the coming years, as the need to interpret and analyzed big datasets is only expected to rise in the future.</p><p><blockquote>几个月前，我报道了 Palantir，我看好它的股票，因为我认为该公司在中长期内处于强劲增长的有利位置。这是由其软件推动的，该软件非常独特，应该会在未来几年带来强劲的客户需求，因为解释和分析大数据集的需求预计在未来只会增加。</blockquote></p><p> Nevertheless, there is also a lot of hype about this company and investors should be aware that Palantir is still a small company and its business is in a very early growth phase, thus&nbsp;I don’t see Palantir&nbsp;becoming one of the big tech companies over the next decade.</p><p><blockquote>不过，关于这家公司的炒作也很多，投资者应该意识到，Palantir 仍然是一家小公司，其业务正处于非常早期的增长阶段，因此我不认为 Palantir 会在未来十年内成为大型科技公司之一。</blockquote></p><p> This expectation is justified by Palantir’s business model, which is focused on government and large corporate and therefore is not easily scalable. Indeed, the company only had 169 customers at the end of June, a relatively small number of customers due to its historical focus on large clients.</p><p><blockquote>Palantir 的商业模式侧重于政府和大型企业，因此不容易扩展。事实上，截至6月底，该公司只有169家客户，由于其历史上专注于大客户，客户数量相对较少。</blockquote></p><p> As I’ve discussed in previous articles, I invest mainly in secular growth companies in a few investing themes, namely semiconductors, electric vehicles, digital payments, 5G and big data. In this last theme, I see Palantir as one of the best picks, and in this article, I do an update on its investment case.</p><p><blockquote>正如我在之前的文章中所讨论的，我主要投资于几个投资主题的长期成长型公司，即半导体、电动汽车、数字支付、5G 和大数据。在最后一个主题中，我认为 Palantir 是最佳选择之一，在本文中，我更新了其投资案例。</blockquote></p><p> <b>Recent Earnings &amp; Estimates</b></p><p><blockquote><b>近期收益和预测</b></blockquote></p><p> Since my last article, Palantir has released&nbsp;Q2 2021 earnings, maintain a very good operating momentum. Its revenues in the quarter amounted to $376 million, up by 49% YoY. This strong growth was driven largely by its U.S. commercial business that reported exponential growth, up by 90% YoY.</p><p><blockquote>自从我的上一篇文章以来，Palantir 发布了 2021 年第二季度收益，保持了非常好的运营势头。该季度收入达 3.76 亿美元，同比增长 49%。这一强劲增长主要得益于其美国商业业务的指数级增长，同比增长 90%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8ee3d7d0ef8a5d56f850d7e219ca013\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"><span>Source: Palantir.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir。</span></p></blockquote></p><p> This growth rate in Palantir’s commercial business is impressive, but not necessarily unexpected. While Palantir has focused historically on governments and large corporations as its key customers, the company has been changing its strategy and has recruited, in recent months, salespeople to target smaller and medium-sized companies.</p><p><blockquote>Palantir 商业业务的这一增长率令人印象深刻，但并不一定出乎意料。虽然 Palantir 历来将政府和大公司作为其主要客户，但该公司一直在改变其战略，并在最近几个月招募销售人员，以瞄准中小型公司。</blockquote></p><p> In Q1 2021, Palantir had recruited about 50 dedicated salespeople and this has translated quite rapidly in new customer acquisitions and higher revenue in a relatively short period of time. In Q2, the company added 20 net new customers and total commercial customers increased by 32% QoQ, while in the first six months of the year its commercial customer count increased by 61%. I think this is a strong signal that Palantir offers a good value proposition to customers of different sizes, boding quite well for its growth in the next few years.</p><p><blockquote>2021 年第一季度，Palantir 招聘了约 50 名敬业的销售人员，这在相对较短的时间内迅速转化为新客户的获取和更高的收入。第二季度，该公司净增20家新客户，商业客户总数环比增长32%，而今年前六个月，其商业客户数量增长了61%。我认为这是一个强烈的信号，表明 Palantir 为不同规模的客户提供了良好的价值主张，预示着其未来几年的增长将非常好。</blockquote></p><p> Indeed, Palantir’s edge is to offer a software that is used to analyze big datasets, so that users can make better decisions regarding their needs and projects. Palantir’s software is viewed as a central operating system for customer’s data, which usually can be spread across a large number of teams and departments and possibly in different countries.</p><p><blockquote>事实上，Palantir 的优势在于提供用于分析大数据集的软件，以便用户能够就自己的需求和项目做出更好的决策。Palantir 的软件被视为客户数据的中央操作系统，这些数据通常可以分布在大量团队和部门，甚至可能分布在不同的国家。</blockquote></p><p> The strong growth reported in the last quarter on the commercial business side is clearly a demonstration that Palantir can leverage its software to a much larger customer base, making me even more bullish as the company can gain a lot of customers both in the U.S. and abroad for years to come.</p><p><blockquote>上一季度商业业务方面的强劲增长清楚地表明，Palantir 可以利用其软件获得更大的客户群，这让我更加乐观，因为该公司可以在美国和国外获得大量客户未来几年。</blockquote></p><p> This is supported by Palantir’s push to hire more salespeople, with the company hiring 60 additional salespeople in Q2, and more expected until the end of the year. This means that revenue growth in the commercial business is not expected to slow down in the next few quarters, boding very well for overall revenue growth.</p><p><blockquote>Palantir 推动招聘更多销售人员，该公司在第二季度将额外招聘 60 名销售人员，预计到今年年底还将招聘更多销售人员。这意味着商业业务的收入增长预计在未来几个季度不会放缓，这对整体收入增长来说是一个非常好的兆头。</blockquote></p><p></p><p> On the government side, Palantir’s revenues increased by 66% YoY in Q2 2021 to $232 million, also a very strong growth rate, and this growth is expected to remain at a strong pace in the near future. For instance, Palantir has recentlybeen selectedby the U.S. Army for the delivery of the Army’s Intelligence data fabric and analytics foundation in a new contract valued at $823 million, for a period of four years, being a good tailwind for revenue growth in coming years.</p><p><blockquote>在政府方面，Palantir 2021 年第二季度的收入同比增长 66%，达到 2.32 亿美元，增长率也非常强劲，预计这一增长速度在不久的将来仍将保持强劲。例如，Palantir 最近被美国选中。陆军将在一份价值 8.23 亿美元的新合同中提供陆军情报数据结构和分析基础，为期四年，这将是未来几年收入增长的良好推动力。</blockquote></p><p> Its total commercial revenue increased by 28% YoY to $144 million in Q2 2021, which means that the majority of commercial revenues are generated in international markets and therefore the potential for revenue growth in the U.S. is still largely untapped.</p><p><blockquote>2021 年第二季度，其总商业收入同比增长 28%，达到 1.44 亿美元，这意味着大部分商业收入来自国际市场，因此美国的收入增长潜力在很大程度上仍未开发。</blockquote></p><p> Beyond revenue growth, Palantir is also improving meaningfully its profitability and has achieved an adjusted operating margin (which excludes stock-based compensation) of 31% in the last quarter, much higher than in Q2 2020. Even though Palantir is not expected to report profits in the short term, from an operating standpoint, it is improving its margins due to a larger scale, showing that its business has operating leverage. As the company gains more customers and increases revenue at a higher rate than expenses, operating margins should continue to rise being a key factor for achieving break-even in the next few years.</p><p><blockquote>除了收入增长之外，Palantir 的盈利能力也在显着提高，并在上一季度实现了 31% 的调整后营业利润率（不包括股票薪酬），远高于 2020 年第二季度。尽管Palantir预计短期内不会公布利润，但从运营角度来看，由于规模较大，其利润率正在提高，表明其业务具有运营杠杆。随着公司获得更多客户并以高于费用的速度增加收入，营业利润率应该会继续上升，成为未来几年实现收支平衡的关键因素。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7214b3ada30c61fad0ea54b4ca066bb2\" tg-width=\"444\" tg-height=\"453\" 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> During the first six months of 2021, Palantir’s revenues were up by 49% YoY to $717 million, thus Palantir is on path to generate annual revenues of around $1.4-$1.5 billion in 2021. Current consensus is for $1.51 billion in revenues this year, which seems possible to beat as the company has reported higher growth than was expected in the two previous quarters.</p><p><blockquote>2021 年前六个月，Palantir 的收入同比增长 49%，达到 7.17 亿美元，因此 Palantir 有望在 2021 年实现约 14-15 亿美元的年收入。目前的共识是今年的收入为 15.1 亿美元，由于该公司报告的增长高于前两个季度的预期，这一数字似乎有可能超过预期。</blockquote></p><p> Regarding its cash flow generation, Palantir is also showing a good performance, given that it has raised its free cash flow guidance to about $300 million in 2021, while previously expecting some $150 million, benefiting from new customers and contracts that have upfront payments. This is supported by its ‘order backlog’, or what the company calls its remaining deal value, which amounted to more than $3.4 billion at the end of June.</p><p><blockquote>在现金流产生方面，Palantir 也表现出色，因为它已将 2021 年的自由现金流指导提高到约 3 亿美元，而此前预计约为 1.5 亿美元，受益于新客户和有预付款的合同。这一点得到了 “订单积压 ”的支持，或者说该公司评级的剩余交易价值，截至 6 月底，剩余交易价值超过 34 亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf2e97080f2de2d05a69d9ac075b6994\" tg-width=\"318\" tg-height=\"262\" 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> Going forward, Palantir is expected to maintain strong revenue growth, even though it is estimated to drop below +30% YoY in the next couple of years. This may be too conservative, given that Palantir is not showing any signs of slowing down in both the government and commercial businesses, which gives the company a good margin to beat medium-term expectations.</p><p><blockquote>展望未来，Palantir 预计将保持强劲的收入增长，尽管预计未来几年同比增长率将降至 +30% 以下。这可能过于保守，因为 Palantir 在政府和商业业务方面都没有表现出任何放缓的迹象，这使得该公司拥有超出中期预期的良好利润。</blockquote></p><p> This provides a strong backdrop for Palantir to achieve annual revenue growth of 30%+ during the next four years and reach its target of $4 billion in revenues by 2025. However, as the company becomes larger I’m expecting lower revenue growth than Palantir’s goal, forecasting annual revenue growth of 20%-25% by 2024 and 2025. Being conservative, this leads to around $3.8 billion in revenue by 2025, slightly lower than the company’s $4 billion goal.</p><p><blockquote>这为Palantir在未来四年内实现30%以上的年收入增长，并在2025年前实现40亿美元的收入目标提供了强大的背景。不过，随着公司规模的扩大，我预计收入增长将低于 Palantir 的目标，预计到 2024 年和 2025 年，年收入增长将达到 20%-25%。保守地说，到 2025 年，该公司的收入约为 38 亿美元，略低于公司 40 亿美元的目标。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8399716c34af6fc6abd62e9cf7cb59ed\" tg-width=\"494\" tg-height=\"288\" width=\"100%\" height=\"auto\"><span>Source: Bloomberg and author’s calculations.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博社和作者的计算。</span></p></blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> As I’ve explained in previous articles, my valuation approach is to look into the next few years of revenues and earnings rather than just focus on this year or the next, to see if the stock has upside potential over a time frame of 2-4 years. Therefore, I’ll use 2025 estimates to see if Palantir is currently undervalued or not, and use its historical valuation based on its revenue multiple as the company is still not profitable in its bottom-line.</p><p><blockquote>正如我在之前的文章中所解释的，我的估值方法是研究未来几年的收入和盈利，而不是只关注今年或明年，看看股票在 2-4 年的时间范围内是否有上涨潜力。因此，我将使用 2025 年的估计值来判断 Palantir 目前是否被低估，并根据其收入倍数使用其历史估值，因为该公司的底线仍然不盈利。</blockquote></p><p> Palantir’s trading history is limited, as the company performed its IPO in 2020, but has traded at about 24x EV/revenues over the past year. Assuming that Palantir will have a slightly lower valuation multiple in the future, as its growth rates decrease in the coming years, I think it is reasonable to assume a 20x EV/revenue multiple by 2024. Note that this is a strong de-rate from its current&nbsp;valuation&nbsp;of close to 30x revenues, hence this seems to be a conservative assumption.</p><p><blockquote>Palantir 的交易历史有限，因为该公司在 2020 年进行了首次公开募股，但在过去一年中，其电动汽车/收入的交易价格约为 24 倍。假设随着未来几年增长率的下降，Palantir 未来的估值倍数将略低，我认为到 2024 年假设 EV/收入倍数为 20 倍是合理的。请注意，这比其目前近 30 倍收入的估值大幅下降，因此这似乎是一个保守的假设。</blockquote></p><p> This methodology gives me a price target of $40.75 by end-2024, implying an upside potential of more than 70% over the next three years. This shows that Palantir has strong upside potential over the next three years and is currently a great play for long-term investors.</p><p><blockquote>该方法为我提供了到 2024 年底 40.75 美元的目标价，这意味着未来三年的上涨潜力超过 70%。这表明 Palantir 在未来三年具有强劲的上涨潜力，目前对于长期投资者来说是一个很好的选择。</blockquote></p><p> <b>Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p></p><p> Palantir has very good long-term growth prospects and its recent impressive growth in the U.S. commercial business provides evidence that Palantir is only starting to tap a very large market for the company. I was already bullish on Palantir, but its push for growth in the commercial business was ahead of my expectations, showing that its strategy is right and has a lot of potential to increase its customer base.</p><p><blockquote>Palantir 拥有非常好的长期增长前景，其最近在美国商业业务中令人印象深刻的增长证明 Palantir 才刚刚开始为该公司开拓一个非常大的市场。我已经看好 Palantir，但它对商业业务增长的推动超出了我的预期，表明其战略是正确的，并且有很大的潜力来增加客户群。</blockquote></p><p> This provides a strong support for annual revenue growth of 20%-30% in the next four years, and being conservative I see plenty of upside in the next few years, making Palantir a great growth play in the big data investment theme.</p><p><blockquote>这为未来四年20%-30%的年收入增长提供了强有力的支撑，保守地说，我认为未来几年有很大的上升空间，使Palantir成为大数据投资主题的巨大增长。</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: Strong Upside Ahead<blockquote>Palantir：未来强劲上涨空间</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Strong Upside Ahead<blockquote>Palantir：未来强劲上涨空间</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-14 16:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's growth strategy in the commercial business is bearing fruit, showing that there is a lot of potential to increase its customer base.</li>  <li>This is a strong support for annual revenue growth of 20-30% in the next four years, justifying its high valuation multiples.</li>  <li>My price target is $40.75 per share by end-2024, implying more than 70% upside potential over the next three years.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir 在商业业务方面的增长战略正在结出硕果，表明其客户群有很大潜力增加。</li><li>这为未来四年20-30%的年收入增长提供了有力支撑，证明了其高估值倍数的合理性。</li><li>到 2024 年底，我的目标价是每股 40.75 美元，这意味着未来三年的上涨潜力超过 70%。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock 社论来自 Getty Images</span></p></blockquote></p><p> <b>Palantir Technologies</b>(PLTR) is a great growth play with plenty of upside over the next three years, even assuming more conservative assumptions than its own guidance.</p><p><blockquote><b>帕兰蒂尔技术公司</b>(PLTR) 是一个巨大的增长项目，在未来三年内有很大的上涨空间，即使假设比其自身的指导更保守。</blockquote></p><p> <b>Background</b></p><p><blockquote><b>背景</b></blockquote></p><p> I&nbsp;covered Palantir&nbsp;a few months ago, and I’m bullish on its stock as I see the company very well positioned to grow strongly over the medium to long term. This is driven by its software that is quite unique and should lead to strong customer demand over the coming years, as the need to interpret and analyzed big datasets is only expected to rise in the future.</p><p><blockquote>几个月前，我报道了 Palantir，我看好它的股票，因为我认为该公司在中长期内处于强劲增长的有利位置。这是由其软件推动的，该软件非常独特，应该会在未来几年带来强劲的客户需求，因为解释和分析大数据集的需求预计在未来只会增加。</blockquote></p><p> Nevertheless, there is also a lot of hype about this company and investors should be aware that Palantir is still a small company and its business is in a very early growth phase, thus&nbsp;I don’t see Palantir&nbsp;becoming one of the big tech companies over the next decade.</p><p><blockquote>不过，关于这家公司的炒作也很多，投资者应该意识到，Palantir 仍然是一家小公司，其业务正处于非常早期的增长阶段，因此我不认为 Palantir 会在未来十年内成为大型科技公司之一。</blockquote></p><p> This expectation is justified by Palantir’s business model, which is focused on government and large corporate and therefore is not easily scalable. Indeed, the company only had 169 customers at the end of June, a relatively small number of customers due to its historical focus on large clients.</p><p><blockquote>Palantir 的商业模式侧重于政府和大型企业，因此不容易扩展。事实上，截至6月底，该公司只有169家客户，由于其历史上专注于大客户，客户数量相对较少。</blockquote></p><p> As I’ve discussed in previous articles, I invest mainly in secular growth companies in a few investing themes, namely semiconductors, electric vehicles, digital payments, 5G and big data. In this last theme, I see Palantir as one of the best picks, and in this article, I do an update on its investment case.</p><p><blockquote>正如我在之前的文章中所讨论的，我主要投资于几个投资主题的长期成长型公司，即半导体、电动汽车、数字支付、5G 和大数据。在最后一个主题中，我认为 Palantir 是最佳选择之一，在本文中，我更新了其投资案例。</blockquote></p><p> <b>Recent Earnings &amp; Estimates</b></p><p><blockquote><b>近期收益和预测</b></blockquote></p><p> Since my last article, Palantir has released&nbsp;Q2 2021 earnings, maintain a very good operating momentum. Its revenues in the quarter amounted to $376 million, up by 49% YoY. This strong growth was driven largely by its U.S. commercial business that reported exponential growth, up by 90% YoY.</p><p><blockquote>自从我的上一篇文章以来，Palantir 发布了 2021 年第二季度收益，保持了非常好的运营势头。该季度收入达 3.76 亿美元，同比增长 49%。这一强劲增长主要得益于其美国商业业务的指数级增长，同比增长 90%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8ee3d7d0ef8a5d56f850d7e219ca013\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"><span>Source: Palantir.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir。</span></p></blockquote></p><p> This growth rate in Palantir’s commercial business is impressive, but not necessarily unexpected. While Palantir has focused historically on governments and large corporations as its key customers, the company has been changing its strategy and has recruited, in recent months, salespeople to target smaller and medium-sized companies.</p><p><blockquote>Palantir 商业业务的这一增长率令人印象深刻，但并不一定出乎意料。虽然 Palantir 历来将政府和大公司作为其主要客户，但该公司一直在改变其战略，并在最近几个月招募销售人员，以瞄准中小型公司。</blockquote></p><p> In Q1 2021, Palantir had recruited about 50 dedicated salespeople and this has translated quite rapidly in new customer acquisitions and higher revenue in a relatively short period of time. In Q2, the company added 20 net new customers and total commercial customers increased by 32% QoQ, while in the first six months of the year its commercial customer count increased by 61%. I think this is a strong signal that Palantir offers a good value proposition to customers of different sizes, boding quite well for its growth in the next few years.</p><p><blockquote>2021 年第一季度，Palantir 招聘了约 50 名敬业的销售人员，这在相对较短的时间内迅速转化为新客户的获取和更高的收入。第二季度，该公司净增20家新客户，商业客户总数环比增长32%，而今年前六个月，其商业客户数量增长了61%。我认为这是一个强烈的信号，表明 Palantir 为不同规模的客户提供了良好的价值主张，预示着其未来几年的增长将非常好。</blockquote></p><p> Indeed, Palantir’s edge is to offer a software that is used to analyze big datasets, so that users can make better decisions regarding their needs and projects. Palantir’s software is viewed as a central operating system for customer’s data, which usually can be spread across a large number of teams and departments and possibly in different countries.</p><p><blockquote>事实上，Palantir 的优势在于提供用于分析大数据集的软件，以便用户能够就自己的需求和项目做出更好的决策。Palantir 的软件被视为客户数据的中央操作系统，这些数据通常可以分布在大量团队和部门，甚至可能分布在不同的国家。</blockquote></p><p> The strong growth reported in the last quarter on the commercial business side is clearly a demonstration that Palantir can leverage its software to a much larger customer base, making me even more bullish as the company can gain a lot of customers both in the U.S. and abroad for years to come.</p><p><blockquote>上一季度商业业务方面的强劲增长清楚地表明，Palantir 可以利用其软件获得更大的客户群，这让我更加乐观，因为该公司可以在美国和国外获得大量客户未来几年。</blockquote></p><p> This is supported by Palantir’s push to hire more salespeople, with the company hiring 60 additional salespeople in Q2, and more expected until the end of the year. This means that revenue growth in the commercial business is not expected to slow down in the next few quarters, boding very well for overall revenue growth.</p><p><blockquote>Palantir 推动招聘更多销售人员，该公司在第二季度将额外招聘 60 名销售人员，预计到今年年底还将招聘更多销售人员。这意味着商业业务的收入增长预计在未来几个季度不会放缓，这对整体收入增长来说是一个非常好的兆头。</blockquote></p><p></p><p> On the government side, Palantir’s revenues increased by 66% YoY in Q2 2021 to $232 million, also a very strong growth rate, and this growth is expected to remain at a strong pace in the near future. For instance, Palantir has recentlybeen selectedby the U.S. Army for the delivery of the Army’s Intelligence data fabric and analytics foundation in a new contract valued at $823 million, for a period of four years, being a good tailwind for revenue growth in coming years.</p><p><blockquote>在政府方面，Palantir 2021 年第二季度的收入同比增长 66%，达到 2.32 亿美元，增长率也非常强劲，预计这一增长速度在不久的将来仍将保持强劲。例如，Palantir 最近被美国选中。陆军将在一份价值 8.23 亿美元的新合同中提供陆军情报数据结构和分析基础，为期四年，这将是未来几年收入增长的良好推动力。</blockquote></p><p> Its total commercial revenue increased by 28% YoY to $144 million in Q2 2021, which means that the majority of commercial revenues are generated in international markets and therefore the potential for revenue growth in the U.S. is still largely untapped.</p><p><blockquote>2021 年第二季度，其总商业收入同比增长 28%，达到 1.44 亿美元，这意味着大部分商业收入来自国际市场，因此美国的收入增长潜力在很大程度上仍未开发。</blockquote></p><p> Beyond revenue growth, Palantir is also improving meaningfully its profitability and has achieved an adjusted operating margin (which excludes stock-based compensation) of 31% in the last quarter, much higher than in Q2 2020. Even though Palantir is not expected to report profits in the short term, from an operating standpoint, it is improving its margins due to a larger scale, showing that its business has operating leverage. As the company gains more customers and increases revenue at a higher rate than expenses, operating margins should continue to rise being a key factor for achieving break-even in the next few years.</p><p><blockquote>除了收入增长之外，Palantir 的盈利能力也在显着提高，并在上一季度实现了 31% 的调整后营业利润率（不包括股票薪酬），远高于 2020 年第二季度。尽管Palantir预计短期内不会公布利润，但从运营角度来看，由于规模较大，其利润率正在提高，表明其业务具有运营杠杆。随着公司获得更多客户并以高于费用的速度增加收入，营业利润率应该会继续上升，成为未来几年实现收支平衡的关键因素。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7214b3ada30c61fad0ea54b4ca066bb2\" tg-width=\"444\" tg-height=\"453\" 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> During the first six months of 2021, Palantir’s revenues were up by 49% YoY to $717 million, thus Palantir is on path to generate annual revenues of around $1.4-$1.5 billion in 2021. Current consensus is for $1.51 billion in revenues this year, which seems possible to beat as the company has reported higher growth than was expected in the two previous quarters.</p><p><blockquote>2021 年前六个月，Palantir 的收入同比增长 49%，达到 7.17 亿美元，因此 Palantir 有望在 2021 年实现约 14-15 亿美元的年收入。目前的共识是今年的收入为 15.1 亿美元，由于该公司报告的增长高于前两个季度的预期，这一数字似乎有可能超过预期。</blockquote></p><p> Regarding its cash flow generation, Palantir is also showing a good performance, given that it has raised its free cash flow guidance to about $300 million in 2021, while previously expecting some $150 million, benefiting from new customers and contracts that have upfront payments. This is supported by its ‘order backlog’, or what the company calls its remaining deal value, which amounted to more than $3.4 billion at the end of June.</p><p><blockquote>在现金流产生方面，Palantir 也表现出色，因为它已将 2021 年的自由现金流指导提高到约 3 亿美元，而此前预计约为 1.5 亿美元，受益于新客户和有预付款的合同。这一点得到了 “订单积压 ”的支持，或者说该公司评级的剩余交易价值，截至 6 月底，剩余交易价值超过 34 亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf2e97080f2de2d05a69d9ac075b6994\" tg-width=\"318\" tg-height=\"262\" 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> Going forward, Palantir is expected to maintain strong revenue growth, even though it is estimated to drop below +30% YoY in the next couple of years. This may be too conservative, given that Palantir is not showing any signs of slowing down in both the government and commercial businesses, which gives the company a good margin to beat medium-term expectations.</p><p><blockquote>展望未来，Palantir 预计将保持强劲的收入增长，尽管预计未来几年同比增长率将降至 +30% 以下。这可能过于保守，因为 Palantir 在政府和商业业务方面都没有表现出任何放缓的迹象，这使得该公司拥有超出中期预期的良好利润。</blockquote></p><p> This provides a strong backdrop for Palantir to achieve annual revenue growth of 30%+ during the next four years and reach its target of $4 billion in revenues by 2025. However, as the company becomes larger I’m expecting lower revenue growth than Palantir’s goal, forecasting annual revenue growth of 20%-25% by 2024 and 2025. Being conservative, this leads to around $3.8 billion in revenue by 2025, slightly lower than the company’s $4 billion goal.</p><p><blockquote>这为Palantir在未来四年内实现30%以上的年收入增长，并在2025年前实现40亿美元的收入目标提供了强大的背景。不过，随着公司规模的扩大，我预计收入增长将低于 Palantir 的目标，预计到 2024 年和 2025 年，年收入增长将达到 20%-25%。保守地说，到 2025 年，该公司的收入约为 38 亿美元，略低于公司 40 亿美元的目标。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8399716c34af6fc6abd62e9cf7cb59ed\" tg-width=\"494\" tg-height=\"288\" width=\"100%\" height=\"auto\"><span>Source: Bloomberg and author’s calculations.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博社和作者的计算。</span></p></blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> As I’ve explained in previous articles, my valuation approach is to look into the next few years of revenues and earnings rather than just focus on this year or the next, to see if the stock has upside potential over a time frame of 2-4 years. Therefore, I’ll use 2025 estimates to see if Palantir is currently undervalued or not, and use its historical valuation based on its revenue multiple as the company is still not profitable in its bottom-line.</p><p><blockquote>正如我在之前的文章中所解释的，我的估值方法是研究未来几年的收入和盈利，而不是只关注今年或明年，看看股票在 2-4 年的时间范围内是否有上涨潜力。因此，我将使用 2025 年的估计值来判断 Palantir 目前是否被低估，并根据其收入倍数使用其历史估值，因为该公司的底线仍然不盈利。</blockquote></p><p> Palantir’s trading history is limited, as the company performed its IPO in 2020, but has traded at about 24x EV/revenues over the past year. Assuming that Palantir will have a slightly lower valuation multiple in the future, as its growth rates decrease in the coming years, I think it is reasonable to assume a 20x EV/revenue multiple by 2024. Note that this is a strong de-rate from its current&nbsp;valuation&nbsp;of close to 30x revenues, hence this seems to be a conservative assumption.</p><p><blockquote>Palantir 的交易历史有限，因为该公司在 2020 年进行了首次公开募股，但在过去一年中，其电动汽车/收入的交易价格约为 24 倍。假设随着未来几年增长率的下降，Palantir 未来的估值倍数将略低，我认为到 2024 年假设 EV/收入倍数为 20 倍是合理的。请注意，这比其目前近 30 倍收入的估值大幅下降，因此这似乎是一个保守的假设。</blockquote></p><p> This methodology gives me a price target of $40.75 by end-2024, implying an upside potential of more than 70% over the next three years. This shows that Palantir has strong upside potential over the next three years and is currently a great play for long-term investors.</p><p><blockquote>该方法为我提供了到 2024 年底 40.75 美元的目标价，这意味着未来三年的上涨潜力超过 70%。这表明 Palantir 在未来三年具有强劲的上涨潜力，目前对于长期投资者来说是一个很好的选择。</blockquote></p><p> <b>Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p></p><p> Palantir has very good long-term growth prospects and its recent impressive growth in the U.S. commercial business provides evidence that Palantir is only starting to tap a very large market for the company. I was already bullish on Palantir, but its push for growth in the commercial business was ahead of my expectations, showing that its strategy is right and has a lot of potential to increase its customer base.</p><p><blockquote>Palantir 拥有非常好的长期增长前景，其最近在美国商业业务中令人印象深刻的增长证明 Palantir 才刚刚开始为该公司开拓一个非常大的市场。我已经看好 Palantir，但它对商业业务增长的推动超出了我的预期，表明其战略是正确的，并且有很大的潜力来增加客户群。</blockquote></p><p> This provides a strong support for annual revenue growth of 20%-30% in the next four years, and being conservative I see plenty of upside in the next few years, making Palantir a great growth play in the big data investment theme.</p><p><blockquote>这为未来四年20%-30%的年收入增长提供了强有力的支撑，保守地说，我认为未来几年有很大的上升空间，使Palantir成为大数据投资主题的巨大增长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4459749-palantir-strong-upside-ahead\">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/4459749-palantir-strong-upside-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131725095","content_text":"Summary\n\nPalantir's growth strategy in the commercial business is bearing fruit, showing that there is a lot of potential to increase its customer base.\nThis is a strong support for annual revenue growth of 20-30% in the next four years, justifying its high valuation multiples.\nMy price target is $40.75 per share by end-2024, implying more than 70% upside potential over the next three years.\n\nMichael Vi/iStock Editorial via Getty Images\nPalantir Technologies(PLTR) is a great growth play with plenty of upside over the next three years, even assuming more conservative assumptions than its own guidance.\nBackground\nI covered Palantir a few months ago, and I’m bullish on its stock as I see the company very well positioned to grow strongly over the medium to long term. This is driven by its software that is quite unique and should lead to strong customer demand over the coming years, as the need to interpret and analyzed big datasets is only expected to rise in the future.\nNevertheless, there is also a lot of hype about this company and investors should be aware that Palantir is still a small company and its business is in a very early growth phase, thus I don’t see Palantir becoming one of the big tech companies over the next decade.\nThis expectation is justified by Palantir’s business model, which is focused on government and large corporate and therefore is not easily scalable. Indeed, the company only had 169 customers at the end of June, a relatively small number of customers due to its historical focus on large clients.\nAs I’ve discussed in previous articles, I invest mainly in secular growth companies in a few investing themes, namely semiconductors, electric vehicles, digital payments, 5G and big data. In this last theme, I see Palantir as one of the best picks, and in this article, I do an update on its investment case.\nRecent Earnings & Estimates\nSince my last article, Palantir has released Q2 2021 earnings, maintain a very good operating momentum. Its revenues in the quarter amounted to $376 million, up by 49% YoY. This strong growth was driven largely by its U.S. commercial business that reported exponential growth, up by 90% YoY.\nSource: Palantir.\nThis growth rate in Palantir’s commercial business is impressive, but not necessarily unexpected. While Palantir has focused historically on governments and large corporations as its key customers, the company has been changing its strategy and has recruited, in recent months, salespeople to target smaller and medium-sized companies.\nIn Q1 2021, Palantir had recruited about 50 dedicated salespeople and this has translated quite rapidly in new customer acquisitions and higher revenue in a relatively short period of time. In Q2, the company added 20 net new customers and total commercial customers increased by 32% QoQ, while in the first six months of the year its commercial customer count increased by 61%. I think this is a strong signal that Palantir offers a good value proposition to customers of different sizes, boding quite well for its growth in the next few years.\nIndeed, Palantir’s edge is to offer a software that is used to analyze big datasets, so that users can make better decisions regarding their needs and projects. Palantir’s software is viewed as a central operating system for customer’s data, which usually can be spread across a large number of teams and departments and possibly in different countries.\nThe strong growth reported in the last quarter on the commercial business side is clearly a demonstration that Palantir can leverage its software to a much larger customer base, making me even more bullish as the company can gain a lot of customers both in the U.S. and abroad for years to come.\nThis is supported by Palantir’s push to hire more salespeople, with the company hiring 60 additional salespeople in Q2, and more expected until the end of the year. This means that revenue growth in the commercial business is not expected to slow down in the next few quarters, boding very well for overall revenue growth.\nOn the government side, Palantir’s revenues increased by 66% YoY in Q2 2021 to $232 million, also a very strong growth rate, and this growth is expected to remain at a strong pace in the near future. For instance, Palantir has recentlybeen selectedby the U.S. Army for the delivery of the Army’s Intelligence data fabric and analytics foundation in a new contract valued at $823 million, for a period of four years, being a good tailwind for revenue growth in coming years.\nIts total commercial revenue increased by 28% YoY to $144 million in Q2 2021, which means that the majority of commercial revenues are generated in international markets and therefore the potential for revenue growth in the U.S. is still largely untapped.\nBeyond revenue growth, Palantir is also improving meaningfully its profitability and has achieved an adjusted operating margin (which excludes stock-based compensation) of 31% in the last quarter, much higher than in Q2 2020. Even though Palantir is not expected to report profits in the short term, from an operating standpoint, it is improving its margins due to a larger scale, showing that its business has operating leverage. As the company gains more customers and increases revenue at a higher rate than expenses, operating margins should continue to rise being a key factor for achieving break-even in the next few years.\nSource: Palantir.\nDuring the first six months of 2021, Palantir’s revenues were up by 49% YoY to $717 million, thus Palantir is on path to generate annual revenues of around $1.4-$1.5 billion in 2021. Current consensus is for $1.51 billion in revenues this year, which seems possible to beat as the company has reported higher growth than was expected in the two previous quarters.\nRegarding its cash flow generation, Palantir is also showing a good performance, given that it has raised its free cash flow guidance to about $300 million in 2021, while previously expecting some $150 million, benefiting from new customers and contracts that have upfront payments. This is supported by its ‘order backlog’, or what the company calls its remaining deal value, which amounted to more than $3.4 billion at the end of June.\nSource: Palantir.\nGoing forward, Palantir is expected to maintain strong revenue growth, even though it is estimated to drop below +30% YoY in the next couple of years. This may be too conservative, given that Palantir is not showing any signs of slowing down in both the government and commercial businesses, which gives the company a good margin to beat medium-term expectations.\nThis provides a strong backdrop for Palantir to achieve annual revenue growth of 30%+ during the next four years and reach its target of $4 billion in revenues by 2025. However, as the company becomes larger I’m expecting lower revenue growth than Palantir’s goal, forecasting annual revenue growth of 20%-25% by 2024 and 2025. Being conservative, this leads to around $3.8 billion in revenue by 2025, slightly lower than the company’s $4 billion goal.\nSource: Bloomberg and author’s calculations.\nValuation\nAs I’ve explained in previous articles, my valuation approach is to look into the next few years of revenues and earnings rather than just focus on this year or the next, to see if the stock has upside potential over a time frame of 2-4 years. Therefore, I’ll use 2025 estimates to see if Palantir is currently undervalued or not, and use its historical valuation based on its revenue multiple as the company is still not profitable in its bottom-line.\nPalantir’s trading history is limited, as the company performed its IPO in 2020, but has traded at about 24x EV/revenues over the past year. Assuming that Palantir will have a slightly lower valuation multiple in the future, as its growth rates decrease in the coming years, I think it is reasonable to assume a 20x EV/revenue multiple by 2024. Note that this is a strong de-rate from its current valuation of close to 30x revenues, hence this seems to be a conservative assumption.\nThis methodology gives me a price target of $40.75 by end-2024, implying an upside potential of more than 70% over the next three years. This shows that Palantir has strong upside potential over the next three years and is currently a great play for long-term investors.\nBottom Line\nPalantir has very good long-term growth prospects and its recent impressive growth in the U.S. commercial business provides evidence that Palantir is only starting to tap a very large market for the company. I was already bullish on Palantir, but its push for growth in the commercial business was ahead of my expectations, showing that its strategy is right and has a lot of potential to increase its customer base.\nThis provides a strong support for annual revenue growth of 20%-30% in the next four years, and being conservative I see plenty of upside in the next few years, making Palantir a great growth play in the big data investment theme.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826795548,"gmtCreate":1634051535151,"gmtModify":1634051535367,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561965250324628","idStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826795548","repostId":"1160581040","repostType":4,"repost":{"id":"1160581040","kind":"news","pubTimestamp":1634042129,"share":"https://www.laohunote.com/m/news/1160581040?lang=zh_CN&edition=full","pubTime":"2021-10-12 20:35","market":"us","language":"en","title":"Another Earnings Season Is Here. What to Expect This Time.<blockquote>又一个财报季来了。这次会发生什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160581040","media":"Barrons","summary":"Earnings season kicks off this week—and it may take some unusually impressive results for stocks to ","content":"<p>Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.</p><p><blockquote>财报季将于本周拉开帷幕，随后股市可能需要一些异常令人印象深刻的业绩才能上涨。</blockquote></p><p> Reports from&nbsp;S&amp;P 500&nbsp;companies have been trickling in—only 21 companies in the index had reported through Monday—but this week marks the beginning of what is known as earnings season. Investors will hear from&nbsp;Delta Air Lines&nbsp;(DAL),<a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>&nbsp;(WBA), and UnitedHealth Group (UNH), plus, banking heavyweights JPMorgan Chase &amp; Co. (JPM), Bank of America(BAC). It will provide a view of how businesses performed during the third quarter of 2021, and offer a glimpse into coming quarters as well.</p><p><blockquote>标普500公司的报告不断涌入——截至周一，该指数中只有 21 家公司发布了报告——但本周标志着财报季的开始。投资者将听取达美航空公司 (DAL)、<a href=\"https://laohu8.com/S/WBA\">沃尔格林博姿联盟</a>(WBA)、联合健康集团 (UNH)，以及银行业巨头摩根大通 (JPM)、美国银行 (BAC)。它将提供2021年第三季度企业表现的视图，并提供未来几个季度的一瞥。</blockquote></p><p> Analysts are forecasting aggregate earnings per share on the S&amp;P 500 to grow 24.5%, according to S&amp;P Global Market Intelligence. Some of the most economically sensitive sectors are still expecting the largest rebound in EPS, as last year’s third quarter was still ravaged by partial lockdowns. S&amp;P 500 industrial and material companies are expected to see 73% and 90% year-over-year growth, respectively, with energy expected to go from losses to profits. Two of the slowest growing sectors will be the traditionally non-volatile and highly stable consumer staples and utility sectors, expected to see EPS grow 3% and fall 2.9%, respectively.</p><p><blockquote>根据 S&amp;P Global Market Intelligence 的数据，分析师预测标普500的每股总收益将增长 24.5%。由于去年第三季度仍受到部分封锁的影响，一些对经济最敏感的行业仍有望实现每股收益的最大反弹。标普500工业和材料公司预计将分别实现73%和90%的同比增长，能源公司预计将扭亏为盈。增长最慢的两个行业将是传统上不波动且高度稳定的必需消费品和公用事业行业，预计每股收益将分别增长 3% 和下降 2.9%。</blockquote></p><p> No matter the predicted growth, companies need to post big earnings beats in order for their shares to gain much. The S&amp;P 500 has already risen 17.9% this year, as companies benefited from the unprecedented reopening following Covid-19 shutdowns and trillions of dollars of fiscal stimulus. As a result, valuations already reflect a large earnings stream, with the average S&amp;P 500 stock trading at around 20.5 times 12-month forward earnings estimates, above the long-term average in the mid-teens. For the market to live up to those valuations, the index needs to beat expectations by at least 10% in order to rally into year-end, writes Nicholas Colas, co-founder of DataTrek.</p><p><blockquote>无论预测的增长如何，公司都需要公布大幅盈利，才能让股价大幅上涨。今年标普500已经上涨了 17.9%，因为企业受益于 Covid-19 关闭和数万亿美元财政刺激后前所未有的重新开放。因此，估值已经反映了大量的收益流，标普500股票的平均交易价格约为 12 个月远期收益预期的 20.5 倍，高于 15 岁左右的长期平均水平。DataTrek 联合创始人尼古拉斯·科拉斯 (Nicholas Colas) 写道，为了让市场达到这些估值，该指数需要超出预期至少 10%，才能在年底反弹。</blockquote></p><p> That won’t be easy. Nike (NKE) and FedEx (FDX), for example, posted mixed results as supply chain constraints and rising costs ate into sales and profit margins, causing the stocks to fall 6% and 9%, respectively, the trading day after their earnings reports. The size of earnings beats from early reporters has been shrinking as well. So far, early reporters have topped earnings forecasts by just 4%, well below the 23.2% and 15.5% during the second quarter in 2020 and 2021.</p><p><blockquote>这并不容易。例如，耐克 (NKE) 和联邦快递 (FDX) 公布的业绩好坏参半，因为供应链限制和成本上升侵蚀了销售额和利润率，导致股价在财报发布后的交易日分别下跌 6% 和 9%。早期记者的盈利规模也在缩小。到目前为止，早期记者仅比预期高出 4%，远低于 2020 年和 2021 年第二季度的 23.2% 和 15.5%。</blockquote></p><p> “We believe that economic headwinds will mitigate the benefits from pricing power and operating leverage, leading to less robust surprises in the third quarter,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse.</p><p><blockquote>“瑞士信贷（Credit Suisse）首席美国股票策略师乔纳森-戈卢布（Jonathan Golub）写道：”我们认为，经济逆风将削弱定价权和运营杠杆带来的好处，导致第三季度的意外情况不那么强劲。</blockquote></p><p> Earnings estimates have begun to reflect those headwinds. Third-quarter forecasts have fallen about 0.8% since the beginning of September. That may not seem like much, but if companies say they expect more difficulty accessing supplies and that higher costs are persisting, analysts could revise 2022 estimates lower. “This sets up the first earnings season in the recovery where earnings risk clearly exists,” writes Tavis McCourt, institutional equity strategist at Raymond James.</p><p><blockquote>盈利预测已经开始反映这些不利因素。自9月初以来，第三季度预测已下降约0.8%。这看起来可能不多，但如果企业表示预计获取供应将更加困难，并且成本持续上涨，分析师可能会下调 2022 年的预期。“雷蒙德-詹姆斯公司（Raymond James）机构股票策略师塔维斯-麦考特（Tavis McCourt）写道：”这标志着经济复苏中第一个明显存在盈利风险的财报季。</blockquote></p><p> The good news? The S&amp;P 500 is down 3.8% from its Sept. 2 all-time high, so there’s a chance that some of the earnings risks are already reflected in the market.</p><p><blockquote>好消息？标普500比 9 月 2 日的历史高点下跌了 3.8%，因此部分盈利风险有可能已经反映在市场上。</blockquote></p><p> The question is whether it’s enough.</p><p><blockquote>问题是这是否足够。</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>Another Earnings Season Is Here. What to Expect This Time.<blockquote>又一个财报季来了。这次会发生什么。</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\">\nAnother Earnings Season Is Here. What to Expect This Time.<blockquote>又一个财报季来了。这次会发生什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-12 20:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.</p><p><blockquote>财报季将于本周拉开帷幕，随后股市可能需要一些异常令人印象深刻的业绩才能上涨。</blockquote></p><p> Reports from&nbsp;S&amp;P 500&nbsp;companies have been trickling in—only 21 companies in the index had reported through Monday—but this week marks the beginning of what is known as earnings season. Investors will hear from&nbsp;Delta Air Lines&nbsp;(DAL),<a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>&nbsp;(WBA), and UnitedHealth Group (UNH), plus, banking heavyweights JPMorgan Chase &amp; Co. (JPM), Bank of America(BAC). It will provide a view of how businesses performed during the third quarter of 2021, and offer a glimpse into coming quarters as well.</p><p><blockquote>标普500公司的报告不断涌入——截至周一，该指数中只有 21 家公司发布了报告——但本周标志着财报季的开始。投资者将听取达美航空公司 (DAL)、<a href=\"https://laohu8.com/S/WBA\">沃尔格林博姿联盟</a>(WBA)、联合健康集团 (UNH)，以及银行业巨头摩根大通 (JPM)、美国银行 (BAC)。它将提供2021年第三季度企业表现的视图，并提供未来几个季度的一瞥。</blockquote></p><p> Analysts are forecasting aggregate earnings per share on the S&amp;P 500 to grow 24.5%, according to S&amp;P Global Market Intelligence. Some of the most economically sensitive sectors are still expecting the largest rebound in EPS, as last year’s third quarter was still ravaged by partial lockdowns. S&amp;P 500 industrial and material companies are expected to see 73% and 90% year-over-year growth, respectively, with energy expected to go from losses to profits. Two of the slowest growing sectors will be the traditionally non-volatile and highly stable consumer staples and utility sectors, expected to see EPS grow 3% and fall 2.9%, respectively.</p><p><blockquote>根据 S&amp;P Global Market Intelligence 的数据，分析师预测标普500的每股总收益将增长 24.5%。由于去年第三季度仍受到部分封锁的影响，一些对经济最敏感的行业仍有望实现每股收益的最大反弹。标普500工业和材料公司预计将分别实现73%和90%的同比增长，能源公司预计将扭亏为盈。增长最慢的两个行业将是传统上不波动且高度稳定的必需消费品和公用事业行业，预计每股收益将分别增长 3% 和下降 2.9%。</blockquote></p><p> No matter the predicted growth, companies need to post big earnings beats in order for their shares to gain much. The S&amp;P 500 has already risen 17.9% this year, as companies benefited from the unprecedented reopening following Covid-19 shutdowns and trillions of dollars of fiscal stimulus. As a result, valuations already reflect a large earnings stream, with the average S&amp;P 500 stock trading at around 20.5 times 12-month forward earnings estimates, above the long-term average in the mid-teens. For the market to live up to those valuations, the index needs to beat expectations by at least 10% in order to rally into year-end, writes Nicholas Colas, co-founder of DataTrek.</p><p><blockquote>无论预测的增长如何，公司都需要公布大幅盈利，才能让股价大幅上涨。今年标普500已经上涨了 17.9%，因为企业受益于 Covid-19 关闭和数万亿美元财政刺激后前所未有的重新开放。因此，估值已经反映了大量的收益流，标普500股票的平均交易价格约为 12 个月远期收益预期的 20.5 倍，高于 15 岁左右的长期平均水平。DataTrek 联合创始人尼古拉斯·科拉斯 (Nicholas Colas) 写道，为了让市场达到这些估值，该指数需要超出预期至少 10%，才能在年底反弹。</blockquote></p><p> That won’t be easy. Nike (NKE) and FedEx (FDX), for example, posted mixed results as supply chain constraints and rising costs ate into sales and profit margins, causing the stocks to fall 6% and 9%, respectively, the trading day after their earnings reports. The size of earnings beats from early reporters has been shrinking as well. So far, early reporters have topped earnings forecasts by just 4%, well below the 23.2% and 15.5% during the second quarter in 2020 and 2021.</p><p><blockquote>这并不容易。例如，耐克 (NKE) 和联邦快递 (FDX) 公布的业绩好坏参半，因为供应链限制和成本上升侵蚀了销售额和利润率，导致股价在财报发布后的交易日分别下跌 6% 和 9%。早期记者的盈利规模也在缩小。到目前为止，早期记者仅比预期高出 4%，远低于 2020 年和 2021 年第二季度的 23.2% 和 15.5%。</blockquote></p><p> “We believe that economic headwinds will mitigate the benefits from pricing power and operating leverage, leading to less robust surprises in the third quarter,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse.</p><p><blockquote>“瑞士信贷（Credit Suisse）首席美国股票策略师乔纳森-戈卢布（Jonathan Golub）写道：”我们认为，经济逆风将削弱定价权和运营杠杆带来的好处，导致第三季度的意外情况不那么强劲。</blockquote></p><p> Earnings estimates have begun to reflect those headwinds. Third-quarter forecasts have fallen about 0.8% since the beginning of September. That may not seem like much, but if companies say they expect more difficulty accessing supplies and that higher costs are persisting, analysts could revise 2022 estimates lower. “This sets up the first earnings season in the recovery where earnings risk clearly exists,” writes Tavis McCourt, institutional equity strategist at Raymond James.</p><p><blockquote>盈利预测已经开始反映这些不利因素。自9月初以来，第三季度预测已下降约0.8%。这看起来可能不多，但如果企业表示预计获取供应将更加困难，并且成本持续上涨，分析师可能会下调 2022 年的预期。“雷蒙德-詹姆斯公司（Raymond James）机构股票策略师塔维斯-麦考特（Tavis McCourt）写道：”这标志着经济复苏中第一个明显存在盈利风险的财报季。</blockquote></p><p> The good news? The S&amp;P 500 is down 3.8% from its Sept. 2 all-time high, so there’s a chance that some of the earnings risks are already reflected in the market.</p><p><blockquote>好消息？标普500比 9 月 2 日的历史高点下跌了 3.8%，因此部分盈利风险有可能已经反映在市场上。</blockquote></p><p> The question is whether it’s enough.</p><p><blockquote>问题是这是否足够。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stock-market-earnings-season-preview-51633995452?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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stock-market-earnings-season-preview-51633995452?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160581040","content_text":"Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.\nReports from S&P 500 companies have been trickling in—only 21 companies in the index had reported through Monday—but this week marks the beginning of what is known as earnings season. Investors will hear from Delta Air Lines (DAL),Walgreens Boots Alliance (WBA), and UnitedHealth Group (UNH), plus, banking heavyweights JPMorgan Chase & Co. (JPM), Bank of America(BAC). It will provide a view of how businesses performed during the third quarter of 2021, and offer a glimpse into coming quarters as well.\nAnalysts are forecasting aggregate earnings per share on the S&P 500 to grow 24.5%, according to S&P Global Market Intelligence. Some of the most economically sensitive sectors are still expecting the largest rebound in EPS, as last year’s third quarter was still ravaged by partial lockdowns. S&P 500 industrial and material companies are expected to see 73% and 90% year-over-year growth, respectively, with energy expected to go from losses to profits. Two of the slowest growing sectors will be the traditionally non-volatile and highly stable consumer staples and utility sectors, expected to see EPS grow 3% and fall 2.9%, respectively.\nNo matter the predicted growth, companies need to post big earnings beats in order for their shares to gain much. The S&P 500 has already risen 17.9% this year, as companies benefited from the unprecedented reopening following Covid-19 shutdowns and trillions of dollars of fiscal stimulus. As a result, valuations already reflect a large earnings stream, with the average S&P 500 stock trading at around 20.5 times 12-month forward earnings estimates, above the long-term average in the mid-teens. For the market to live up to those valuations, the index needs to beat expectations by at least 10% in order to rally into year-end, writes Nicholas Colas, co-founder of DataTrek.\nThat won’t be easy. Nike (NKE) and FedEx (FDX), for example, posted mixed results as supply chain constraints and rising costs ate into sales and profit margins, causing the stocks to fall 6% and 9%, respectively, the trading day after their earnings reports. The size of earnings beats from early reporters has been shrinking as well. So far, early reporters have topped earnings forecasts by just 4%, well below the 23.2% and 15.5% during the second quarter in 2020 and 2021.\n“We believe that economic headwinds will mitigate the benefits from pricing power and operating leverage, leading to less robust surprises in the third quarter,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse.\nEarnings estimates have begun to reflect those headwinds. Third-quarter forecasts have fallen about 0.8% since the beginning of September. That may not seem like much, but if companies say they expect more difficulty accessing supplies and that higher costs are persisting, analysts could revise 2022 estimates lower. “This sets up the first earnings season in the recovery where earnings risk clearly exists,” writes Tavis McCourt, institutional equity strategist at Raymond James.\nThe good news? The S&P 500 is down 3.8% from its Sept. 2 all-time high, so there’s a chance that some of the earnings risks are already reflected in the market.\nThe question is whether it’s enough.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":115821245,"gmtCreate":1622974187487,"gmtModify":1634096461462,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561965250324628","authorIdStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/115821245","repostId":"1106312903","repostType":4,"repost":{"id":"1106312903","kind":"news","pubTimestamp":1622855773,"share":"https://www.laohunote.com/m/news/1106312903?lang=zh_CN&edition=full","pubTime":"2021-06-05 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周：数字支付、心理健康服务等多元化 8 IPO</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106312903","media":"Renaissance Capital","summary":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental h","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li>  <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li>  <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li> </ul> Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p><p><blockquote><ul><li>目前有八次IPO计划筹集37亿美元，涉及数字支付、心理健康服务等。</li><li>支付平台 Marqeta 计划以 124 亿美元的市值筹集 10 亿美元。</li><li>中国在线招聘平台看准计划以82亿美元的市值筹集8.64亿美元。</li></ul>目前有八次IPO计划筹集37亿美元，涉及数字支付、心理健康服务等。</blockquote></p><p> Payments platform&nbsp;<b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p><p><blockquote>支付平台<b>市场</b>(MQ) 计划以 124 亿美元的市值筹集 10 亿美元。该公司的平台允许企业启动和管理自己的卡计划，向客户或最终用户发行卡，以及授权和结算交易。Marqeta 发展迅速，其客户中包括 Affirm (AFRM) 和 DoorDash (DASH) 等品牌。</blockquote></p><p> Chinese online recruitment platform&nbsp;<b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p><p><blockquote>中国在线招聘平台<b>看准</b>(BZ) 计划以 82 亿美元的市值筹集 8.64 亿美元。看准的核心产品BOSS直聘是一个移动原生平台，促进求职者和企业客户之间的直接聊天。该公司声称，根据MAUs，它是2020年中国最大的在线招聘平台。</blockquote></p><p> Mental health services provider&nbsp;<b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p><p><blockquote>心理健康服务提供者<b>LifeStance健康</b>(LFST) 计划以 61 亿美元的市值筹集 6.4 亿美元。LifeStance表示，它已经建立了美国最大的门诊心理健康平台之一，截至2021年3月31日，在27个州的73个MSA雇佣了3300多名持牌心理健康临床医生。尽管息税前利润在2021年第一季度变为负值，但该公司仍表现出增长。</blockquote></p><p> Israel’s&nbsp;<b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p><p><blockquote>以色列的<b>星期一网</b>(MNDY) 计划以 68 亿美元的市值筹集 4.9 亿美元。monday.com允许组织轻松构建适合其需求的软件应用程序和工作管理工具。截至2021年3月31日，它为190多个国家200多个行业的近128,000名客户提供服务。Salesforce 和 Zoom 计划同时投资 1.5 亿美元进行私募。</blockquote></p><p> BPO vendor&nbsp;<b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p><p><blockquote>BPO供应商<b>口袋</b>（任务）计划以25亿美元的市值筹集3.04亿美元。TaskUs是一家数字商业服务外包商，提供数字客户体验服务、内容安全服务和人工智能运营。截至2020年12月31日，该公司盈利且增长强劲，拥有100多家客户。</blockquote></p><p> Data-driven marketing platform&nbsp;<b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p><p><blockquote>数据驱动营销平台<b>泽塔全球</b>(ZETA) 计划以 21 亿美元的市值筹集 2.5 亿美元。该公司的 Zeta 营销平台利用身份数据，通过电子邮件、社交媒体、网络、聊天、联网电视、视频和其他渠道锁定、联系和吸引消费者。Zeta 盈利，为 1,000 多名客户提供服务，到 2020 年将提供大约 5 亿次广告展示。</blockquote></p><p> Online luxury goods marketplace&nbsp;<b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p><p><blockquote>在线奢侈品市场<b>1stDibs</b>(DIBS) 计划以 7.73 亿美元的市值筹集 1.12 亿美元。1stDibs连接古董、古董和当代家具、家居装饰、珠宝、手表、艺术和时尚的买家和卖家。2020 年，该市场在过去一年中有超过 58,000 名买家进行了购买，平均每年总购买金额超过 5,500 美元。</blockquote></p><p> Chinese online tutoring platform&nbsp;<b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p><p><blockquote>中文在线辅导平台<b>掌门教育</b>(ZME) 计划以 19 亿美元的市值筹集 4300 万美元。掌门教育表示，自2017年以来，按收入计算，它一直是中国最大的在线K-12辅导服务提供商，2020年市场份额为32%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p><p><blockquote>预计将对 6 家公司进行街头调查，多达 11 家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&amp;P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年6月3日，文艺复兴IPO指数年初至今下跌6.0%，而标普500上涨11.6%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括Zoom Video (ZM) 和优步 (UBER)。Renaissance International IPO 指数今年迄今下跌 1.1%，而 ACWX 指数上涨 10.5%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 Nexi 和 EQT Partners。</blockquote></p><p></p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周：数字支付、心理健康服务等多元化 8 IPO</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周：数字支付、心理健康服务等多元化 8 IPO</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-06-05 09:16</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>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li>  <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li>  <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li> </ul> Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p><p><blockquote><ul><li>目前有八次IPO计划筹集37亿美元，涉及数字支付、心理健康服务等。</li><li>支付平台 Marqeta 计划以 124 亿美元的市值筹集 10 亿美元。</li><li>中国在线招聘平台看准计划以82亿美元的市值筹集8.64亿美元。</li></ul>目前有八次IPO计划筹集37亿美元，涉及数字支付、心理健康服务等。</blockquote></p><p> Payments platform&nbsp;<b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p><p><blockquote>支付平台<b>市场</b>(MQ) 计划以 124 亿美元的市值筹集 10 亿美元。该公司的平台允许企业启动和管理自己的卡计划，向客户或最终用户发行卡，以及授权和结算交易。Marqeta 发展迅速，其客户中包括 Affirm (AFRM) 和 DoorDash (DASH) 等品牌。</blockquote></p><p> Chinese online recruitment platform&nbsp;<b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p><p><blockquote>中国在线招聘平台<b>看准</b>(BZ) 计划以 82 亿美元的市值筹集 8.64 亿美元。看准的核心产品BOSS直聘是一个移动原生平台，促进求职者和企业客户之间的直接聊天。该公司声称，根据MAUs，它是2020年中国最大的在线招聘平台。</blockquote></p><p> Mental health services provider&nbsp;<b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p><p><blockquote>心理健康服务提供者<b>LifeStance健康</b>(LFST) 计划以 61 亿美元的市值筹集 6.4 亿美元。LifeStance表示，它已经建立了美国最大的门诊心理健康平台之一，截至2021年3月31日，在27个州的73个MSA雇佣了3300多名持牌心理健康临床医生。尽管息税前利润在2021年第一季度变为负值，但该公司仍表现出增长。</blockquote></p><p> Israel’s&nbsp;<b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p><p><blockquote>以色列的<b>星期一网</b>(MNDY) 计划以 68 亿美元的市值筹集 4.9 亿美元。monday.com允许组织轻松构建适合其需求的软件应用程序和工作管理工具。截至2021年3月31日，它为190多个国家200多个行业的近128,000名客户提供服务。Salesforce 和 Zoom 计划同时投资 1.5 亿美元进行私募。</blockquote></p><p> BPO vendor&nbsp;<b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p><p><blockquote>BPO供应商<b>口袋</b>（任务）计划以25亿美元的市值筹集3.04亿美元。TaskUs是一家数字商业服务外包商，提供数字客户体验服务、内容安全服务和人工智能运营。截至2020年12月31日，该公司盈利且增长强劲，拥有100多家客户。</blockquote></p><p> Data-driven marketing platform&nbsp;<b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p><p><blockquote>数据驱动营销平台<b>泽塔全球</b>(ZETA) 计划以 21 亿美元的市值筹集 2.5 亿美元。该公司的 Zeta 营销平台利用身份数据，通过电子邮件、社交媒体、网络、聊天、联网电视、视频和其他渠道锁定、联系和吸引消费者。Zeta 盈利，为 1,000 多名客户提供服务，到 2020 年将提供大约 5 亿次广告展示。</blockquote></p><p> Online luxury goods marketplace&nbsp;<b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p><p><blockquote>在线奢侈品市场<b>1stDibs</b>(DIBS) 计划以 7.73 亿美元的市值筹集 1.12 亿美元。1stDibs连接古董、古董和当代家具、家居装饰、珠宝、手表、艺术和时尚的买家和卖家。2020 年，该市场在过去一年中有超过 58,000 名买家进行了购买，平均每年总购买金额超过 5,500 美元。</blockquote></p><p> Chinese online tutoring platform&nbsp;<b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p><p><blockquote>中文在线辅导平台<b>掌门教育</b>(ZME) 计划以 19 亿美元的市值筹集 4300 万美元。掌门教育表示，自2017年以来，按收入计算，它一直是中国最大的在线K-12辅导服务提供商，2020年市场份额为32%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p><p><blockquote>预计将对 6 家公司进行街头调查，多达 11 家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&amp;P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年6月3日，文艺复兴IPO指数年初至今下跌6.0%，而标普500上涨11.6%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括Zoom Video (ZM) 和优步 (UBER)。Renaissance International IPO 指数今年迄今下跌 1.1%，而 ACWX 指数上涨 10.5%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 Nexi 和 EQT Partners。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div\">Renaissance Capital</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":{"BZ":"BOSS直聘","DIBS":"1stdibs.com Inc.","TASK":"TaskUs Inc.","ZETA":"Zeta Global Holdings Corp.","LFST":"LifeStance Health Group, Inc.",".SPX":"S&P 500 Index","MNDY":"Monday.com Ltd.","MQ":"Marqeta, Inc.",".DJI":"道琼斯","ZME":"掌门教育",".IXIC":"NASDAQ Composite"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106312903","content_text":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.\nChinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.\nChinese online recruitment platform Kanzhun(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.\nMental health services provider LifeStance Health(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.\nIsrael’s monday.com(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.\nBPO vendor TaskUs(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.\nData-driven marketing platform Zeta Global(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.\nOnline luxury goods marketplace 1stDibs(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.\nChinese online tutoring platform Zhangmen Education(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.","news_type":1,"symbols_score_info":{".IXIC":0.9,"ZME":0.9,"BZ":0.9,"MNDY":0.9,"LFST":0.9,"TASK":0.9,"ZETA":0.9,".DJI":0.9,".SPX":0.9,"MQ":0.9,"DIBS":0.9}},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":828473872,"gmtCreate":1633940583872,"gmtModify":1633940584059,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561965250324628","authorIdStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/828473872","repostId":"2174971913","repostType":4,"isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868037609,"gmtCreate":1632549048001,"gmtModify":1632658575907,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561965250324628","authorIdStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Yes!","listText":"Yes!","text":"Yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/868037609","repostId":"2170619785","repostType":4,"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161374064,"gmtCreate":1623907909358,"gmtModify":1634025998281,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561965250324628","authorIdStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Nice. Comment please!:)","listText":"Nice. Comment please!:)","text":"Nice. Comment please!:)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/161374064","repostId":"2143379379","repostType":4,"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":827509659,"gmtCreate":1634489246883,"gmtModify":1634489247056,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561965250324628","authorIdStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/827509659","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824240458,"gmtCreate":1634323350765,"gmtModify":1634323350945,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561965250324628","authorIdStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/824240458","repostId":"2175117376","repostType":4,"isVote":1,"tweetType":1,"viewCount":1280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823378117,"gmtCreate":1633592118045,"gmtModify":1633592118228,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561965250324628","authorIdStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823378117","repostId":"2173948607","repostType":4,"repost":{"id":"2173948607","kind":"highlight","pubTimestamp":1633570746,"share":"https://www.laohunote.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 只具有强大定价能力且对瑞银目标至少有 20% 上涨潜力的“高信念”公司股票</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>盖蒂图片社</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，投资者正在等待看哪些公司最擅长应对飙升的成本压力和运输中断。</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公司的每股总收益预计将同比增长约27%，销售额增长约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>“瑞银策略师在本周给客户的一份报告中写道：”随着运输成本飙升、原材料价格上涨、供应链问题和工资增长加速，定价权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，以基思·帕克为首的策略师要求瑞银33个行业的分析师找出相对定价能力最强的公司。分析师们还被要求根据瑞银股票策略公司（UBS Equity Strategy）对定价权、利润率动量和投入成本敞口的综合评分，选出在各自行业中得分排名前三分之一的公司；给予“买入”评级；并拥有较各自价格目标至少有 10% 上涨潜力的股票。</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 “高信念、定价强劲的股票 ”，它们比分析师的目标股价至少有 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中的价格上涨约 21%。分析师迈克尔-拉瑟（Michael Lasser）说，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，流动性的逐步提高和办公室工作的回归应该会推动车辆行驶里程的进一步恢复。</li></ul>“拉瑟写道：”汽车零部件行业历来拥有强大的定价权，有能力将价格上涨转嫁给客户。“此外，AAP 在商业市场领域也拥有最大的曝光率，这一点被视为更有利”。</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，其目标价为 175 美元，这意味着 24% 的上涨空间。分析师大卫-沃格特（David Vogt）说，瑞银调查显示客户对苹果产品的满意度很高，这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/生产有所增加，但终端市场需求逐年改善，导致'等待时间'延长。关于纯电动汽车市场，沃格特说，虽然苹果不是先行者，但 “其丰富的资源应该能使该公司成为一个'快速追随者'”，类似于 2007 年进入智能手机市场时的情况。</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>芝商所集团公司，目标价为 245 美元，意味着 23% 的上涨空间。分析师亚历克斯·克拉姆表示，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：”作为一家主要从事美国期货业务的公司，芝加哥商品交易所在该领域享有最高的准入门槛。</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。分析师约翰-苏尔比尔（John Sourbeer）认为，这家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 COVID 检测的表现应该比同行好得多，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领域，并[成功]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，上涨空间为 38%。分析师劳埃德-伯恩（Lloyd Byrne）认为，由于钻井天数减少、部署 “超级拉链压裂 ”以及以较低的费率谈判的合同，预计 2022 年油井成本将持平甚至更低，因此这家石油和天然气勘探公司已做好充分准备，可以缓解明年预期的通胀压力。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最好地控制成本来保持利润率的公司则处于更有利的地位，”伯恩写道。“与大多数公司相比，EOG 在投入和服务成本方面积极主动，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. 210 美元的目标股价意味着 24% 的上涨空间。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：”对自助仓储的强劲需求和较高的入住率，再加上其非自由支配性质，增加了运营商的定价权。“运营商正在向新客户以及现有客户每 9-12 个月上涨一次租金”。</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 23% 的上涨空间。分析师乔恩-温德姆（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的 SolarEdge Technologies Inc. 和 Enphase Energy Inc. 手中夺取市场份额。</li></ul>“温德姆写道：”占据主导地位的市场份额（约 80%）和对家庭备用电源的强劲需求使本已很高的住宅产品利润率隔绝开来。</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心智份额中排名第一，这家运动服装和配饰公司还有很大的减少促销的空间。</li></ul>“索尔写道：”我们认为，市场并没有充分认识到耐克在产品创新、供应链和电子商务方面的投资是如何协同推动销量增长和[平均售价]上涨的。</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已经远远超越了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>“Keirstead 写道：”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，包括营收优异、向 WFH（在家工作）和基于 Zoom 的客户互动的永久转变，以及内部更新的费用纪律.这三大驱动因素。</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. 480 美元的目标价意味着 28% 的上涨空间。分析师马修·泰勒 (Matthew Taylor) 表示，这家医疗技术产品公司生产了许多低调的廉价产品，因为它们有机会提高价格。</li></ul>泰勒说，他相信从长远来看，利润率可以 “大幅提高”，因为公司可以利用必要程序和选择性程序，而这些程序在后大流行病时代应该会很快恢复。</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 只具有强大定价能力且对瑞银目标至少有 20% 上涨潜力的“高信念”公司股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\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 只具有强大定价能力且对瑞银目标至少有 20% 上涨潜力的“高信念”公司股票</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>盖蒂图片社</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，投资者正在等待看哪些公司最擅长应对飙升的成本压力和运输中断。</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公司的每股总收益预计将同比增长约27%，销售额增长约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>“瑞银策略师在本周给客户的一份报告中写道：”随着运输成本飙升、原材料价格上涨、供应链问题和工资增长加速，定价权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，以基思·帕克为首的策略师要求瑞银33个行业的分析师找出相对定价能力最强的公司。分析师们还被要求根据瑞银股票策略公司（UBS Equity Strategy）对定价权、利润率动量和投入成本敞口的综合评分，选出在各自行业中得分排名前三分之一的公司；给予“买入”评级；并拥有较各自价格目标至少有 10% 上涨潜力的股票。</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 “高信念、定价强劲的股票 ”，它们比分析师的目标股价至少有 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中的价格上涨约 21%。分析师迈克尔-拉瑟（Michael Lasser）说，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，流动性的逐步提高和办公室工作的回归应该会推动车辆行驶里程的进一步恢复。</li></ul>“拉瑟写道：”汽车零部件行业历来拥有强大的定价权，有能力将价格上涨转嫁给客户。“此外，AAP 在商业市场领域也拥有最大的曝光率，这一点被视为更有利”。</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，其目标价为 175 美元，这意味着 24% 的上涨空间。分析师大卫-沃格特（David Vogt）说，瑞银调查显示客户对苹果产品的满意度很高，这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/生产有所增加，但终端市场需求逐年改善，导致'等待时间'延长。关于纯电动汽车市场，沃格特说，虽然苹果不是先行者，但 “其丰富的资源应该能使该公司成为一个'快速追随者'”，类似于 2007 年进入智能手机市场时的情况。</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>芝商所集团公司，目标价为 245 美元，意味着 23% 的上涨空间。分析师亚历克斯·克拉姆表示，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：”作为一家主要从事美国期货业务的公司，芝加哥商品交易所在该领域享有最高的准入门槛。</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。分析师约翰-苏尔比尔（John Sourbeer）认为，这家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 COVID 检测的表现应该比同行好得多，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领域，并[成功]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，上涨空间为 38%。分析师劳埃德-伯恩（Lloyd Byrne）认为，由于钻井天数减少、部署 “超级拉链压裂 ”以及以较低的费率谈判的合同，预计 2022 年油井成本将持平甚至更低，因此这家石油和天然气勘探公司已做好充分准备，可以缓解明年预期的通胀压力。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最好地控制成本来保持利润率的公司则处于更有利的地位，”伯恩写道。“与大多数公司相比，EOG 在投入和服务成本方面积极主动，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. 210 美元的目标股价意味着 24% 的上涨空间。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：”对自助仓储的强劲需求和较高的入住率，再加上其非自由支配性质，增加了运营商的定价权。“运营商正在向新客户以及现有客户每 9-12 个月上涨一次租金”。</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 23% 的上涨空间。分析师乔恩-温德姆（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的 SolarEdge Technologies Inc. 和 Enphase Energy Inc. 手中夺取市场份额。</li></ul>“温德姆写道：”占据主导地位的市场份额（约 80%）和对家庭备用电源的强劲需求使本已很高的住宅产品利润率隔绝开来。</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心智份额中排名第一，这家运动服装和配饰公司还有很大的减少促销的空间。</li></ul>“索尔写道：”我们认为，市场并没有充分认识到耐克在产品创新、供应链和电子商务方面的投资是如何协同推动销量增长和[平均售价]上涨的。</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已经远远超越了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>“Keirstead 写道：”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，包括营收优异、向 WFH（在家工作）和基于 Zoom 的客户互动的永久转变，以及内部更新的费用纪律.这三大驱动因素。</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. 480 美元的目标价意味着 28% 的上涨空间。分析师马修·泰勒 (Matthew Taylor) 表示，这家医疗技术产品公司生产了许多低调的廉价产品，因为它们有机会提高价格。</li></ul>泰勒说，他相信从长远来看，利润率可以 “大幅提高”，因为公司可以利用必要程序和选择性程序，而这些程序在后大流行病时代应该会很快恢复。</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":{"DHR":"丹纳赫","DLTR":"美元树公司","AAP":"Advance Auto Parts Inc","NKE":"耐克","NUS":"如新集团","CME":"芝加哥商品交易所","AEE":"阿曼瑞恩","SEDG":"SolarEdge Technologies, Inc.","CRM":"赛富时","ENPH":"Enphase Energy","AAPL":"苹果","FDX":"联邦快递","EOG":"依欧格资源","SBAC":"SBA通信","KO":"可口可乐","EXR":"Extra Space Storage Inc","USB":"美国合众银行","CHTR":"特许通讯","GNRC":"Generac控股"},"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":{"GNRC":0.9,"DHR":0.9,"AAPL":0.9,"SBAC":0.9,"CRM":0.9,"DLTR":0.9,"EOG":0.9,"AEE":0.9,"AAP":0.9,"ENPH":0.9,"NKE":0.9,"CME":0.9,"USB":0.9,"KO":0.9,"CHTR":0.9,"FDX":0.9,"SEDG":0.9,"EXR":0.9,"NUS":0.9}},"isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860693794,"gmtCreate":1632165582618,"gmtModify":1632802420549,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561965250324628","authorIdStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/860693794","repostId":"1194891884","repostType":4,"repost":{"id":"1194891884","kind":"news","pubTimestamp":1632091615,"share":"https://www.laohunote.com/m/news/1194891884?lang=zh_CN&edition=full","pubTime":"2021-09-20 06:46","market":"us","language":"en","title":"Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week<blockquote>耐克、好市多、联邦快递、Salesforce 和其他投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194891884","media":"Barrons","summary":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also","content":"<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.</p><p><blockquote>本周的重头戏将是美联储 9 月份的政策会议。投资者还将关注多项企业财报发布、投资者日和最新经济数据。</blockquote></p><p> Lennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report&nbsp;on Thursday. Investor days this week include&nbsp;Biogen on Tuesday,&nbsp;Weyerhaeuser on Wednesday, and&nbsp;Salesforce.com on Thursday.</p><p><blockquote>Lennar 将于周一公布季度收益，随后 Adobe、AutoZone 和 FedEx 将于周二公布业绩。通用磨坊周三发布报告，耐克、埃森哲、好市多批发和达顿餐厅周四发布报告。本周的投资者日包括周二的百健、周三的惠好和周四的 Salesforce.com。</blockquote></p><p> The Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely&nbsp;to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s&nbsp;press conference with Fed chair Jerome Powell will be closely&nbsp;watched.</p><p><blockquote>美联储货币政策委员会将于本周二和周三召开会议。央行不太可能改变其目标利率区间，但可能会更新其开始减少每月资产购买的计划。周三下午美联储主席杰罗姆-鲍威尔（Jerome Powell）的新闻发布会将受到密切关注。</blockquote></p><p> Economic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’&nbsp;existing-home sales for August on Wednesday.</p><p><blockquote>本周公布的经济数据包括世界大型企业联合会周四公布的 8 月份领先经济指数。美国房地产市场还将发布多项最新消息，包括周一公布的全国房屋建筑商协会（National Association of Home Builders）9 月份住房市场指数、周二公布的人口普查局（Census Bureau）8 月份新住宅建设数据以及周三公布的全国房地产经纪人协会（National Association of Realtors）8 月份成屋销售数据。</blockquote></p><p> <b>Monday 9/20</b></p><p><blockquote><b>9/20星期一</b></blockquote></p><p> Lennar reports third-quarter fiscal-2021 results.</p><p><blockquote>Lennar 报告 2021 财年第三季度业绩。</blockquote></p><p> Merck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.</p><p><blockquote>默克公司在欧洲肿瘤医学学会 2021 年大会上展示了其癌症药物组合的数据。</blockquote></p><p> <b>The National Association</b>&nbsp;of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.</p><p><blockquote><b>全国协会</b>Home Builders 发布 9 月份房地产市场指数。经济学家预测读数为 73，比 8 月份的数字低 2 个百分点，8 月份是一年多来的最低值。</blockquote></p><p> <b>Tuesday 9/21</b></p><p><blockquote><b>9月21日星期二</b></blockquote></p><p> Adobe, AutoZone, and FedEx release earnings.</p><p><blockquote>Adobe、AutoZone 和联邦快递发布财报。</blockquote></p><p> Biogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.</p><p><blockquote>百健举办投资者日活动，讨论其神经科学疗法管道。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.</p><p><blockquote><b>人口普查局</b>8月份新住宅建设报告。普遍估计，经季节性调整后的新屋开工年率为 155 万套，比 7 月份的水平高出 1%。新屋开工率低于今年 3 月达到的金融危机后峰值 172.5 万套。</blockquote></p><p> <b>Wednesday 9/22</b></p><p><blockquote><b>9月22日星期三</b></blockquote></p><p> <b>The FOMC announces</b>&nbsp;its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.</p><p><blockquote><b>联邦公开市场委员会宣布</b>其货币政策决定。美联储可能会将联邦基金利率维持在接近于零的水平不变，但可能会暗示将在今年晚些时候削减资产购买。</blockquote></p><p> General Mills reports first-quarter fiscal-2022 results.</p><p><blockquote>通用磨坊公布 2022 财年第一季度业绩。</blockquote></p><p> Boston Scientific,Weyerhaeuser, and&nbsp;Yum China Holdings&nbsp;host their 2021 investor days.</p><p><blockquote>波士顿科学、惠好和百胜中国控股公司举办 2021 年投资者日。</blockquote></p><p> <b>TheBank of Japan</b>&nbsp;announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.</p><p><blockquote><b>日本银行</b>宣布货币政策决定。人们普遍预计日本央行将维持其关键短期利率在负0.1%不变，因为由于新冠肺炎德尔塔变异毒株，东京都和其他地区在9月底前仍处于紧急状态。</blockquote></p><p> <b>The National Association</b>&nbsp;of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5%&nbsp;from July’s 599,000.</p><p><blockquote><b>全国协会</b>房地产经纪人报告8月份的现房销售情况。经季节性调整后，预计全年售出房屋57.8万套，比7月份的59.9万套下降3.5%。</blockquote></p><p> <b>Thursday 9/23</b></p><p><blockquote><b>9月23日星期四</b></blockquote></p><p> Accenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.</p><p><blockquote>埃森哲、好市多批发、达顿餐厅和耐克公司在评级举行会议，讨论他们的季度业绩。</blockquote></p><p> Salesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.</p><p><blockquote>Salesforce.com 举办 2021 年投资者日。首席执行官马克·贝尼奥夫和Slack首席执行官斯图尔特·巴特菲尔德将出席。Salesforce 今年夏天完成了对 Slack 的 280 亿美元收购。</blockquote></p><p> <b>The Conference Board</b>&nbsp;releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.</p><p><blockquote><b>会议委员会</b>发布8月份领先经济指数。经济学家预测，继 7 月份上涨 0.9% 之后，环比上涨 0.5%。世界大型企业联合会目前预计 2021 年国内生产总值增长 6%，2022 年增长 4%。</blockquote></p><p> <b>Friday 9/24</b></p><p><blockquote><b>9月24日星期五</b></blockquote></p><p> Kansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.</p><p><blockquote>堪萨斯城南方公司召开特别股东大会，就与加拿大太平洋铁路公司的合并提案进行投票。</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>Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week<blockquote>耐克、好市多、联邦快递、Salesforce 和其他投资者本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week<blockquote>耐克、好市多、联邦快递、Salesforce 和其他投资者本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-20 06:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.</p><p><blockquote>本周的重头戏将是美联储 9 月份的政策会议。投资者还将关注多项企业财报发布、投资者日和最新经济数据。</blockquote></p><p> Lennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report&nbsp;on Thursday. Investor days this week include&nbsp;Biogen on Tuesday,&nbsp;Weyerhaeuser on Wednesday, and&nbsp;Salesforce.com on Thursday.</p><p><blockquote>Lennar 将于周一公布季度收益，随后 Adobe、AutoZone 和 FedEx 将于周二公布业绩。通用磨坊周三发布报告，耐克、埃森哲、好市多批发和达顿餐厅周四发布报告。本周的投资者日包括周二的百健、周三的惠好和周四的 Salesforce.com。</blockquote></p><p> The Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely&nbsp;to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s&nbsp;press conference with Fed chair Jerome Powell will be closely&nbsp;watched.</p><p><blockquote>美联储货币政策委员会将于本周二和周三召开会议。央行不太可能改变其目标利率区间，但可能会更新其开始减少每月资产购买的计划。周三下午美联储主席杰罗姆-鲍威尔（Jerome Powell）的新闻发布会将受到密切关注。</blockquote></p><p> Economic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’&nbsp;existing-home sales for August on Wednesday.</p><p><blockquote>本周公布的经济数据包括世界大型企业联合会周四公布的 8 月份领先经济指数。美国房地产市场还将发布多项最新消息，包括周一公布的全国房屋建筑商协会（National Association of Home Builders）9 月份住房市场指数、周二公布的人口普查局（Census Bureau）8 月份新住宅建设数据以及周三公布的全国房地产经纪人协会（National Association of Realtors）8 月份成屋销售数据。</blockquote></p><p> <b>Monday 9/20</b></p><p><blockquote><b>9/20星期一</b></blockquote></p><p> Lennar reports third-quarter fiscal-2021 results.</p><p><blockquote>Lennar 报告 2021 财年第三季度业绩。</blockquote></p><p> Merck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.</p><p><blockquote>默克公司在欧洲肿瘤医学学会 2021 年大会上展示了其癌症药物组合的数据。</blockquote></p><p> <b>The National Association</b>&nbsp;of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.</p><p><blockquote><b>全国协会</b>Home Builders 发布 9 月份房地产市场指数。经济学家预测读数为 73，比 8 月份的数字低 2 个百分点，8 月份是一年多来的最低值。</blockquote></p><p> <b>Tuesday 9/21</b></p><p><blockquote><b>9月21日星期二</b></blockquote></p><p> Adobe, AutoZone, and FedEx release earnings.</p><p><blockquote>Adobe、AutoZone 和联邦快递发布财报。</blockquote></p><p> Biogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.</p><p><blockquote>百健举办投资者日活动，讨论其神经科学疗法管道。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.</p><p><blockquote><b>人口普查局</b>8月份新住宅建设报告。普遍估计，经季节性调整后的新屋开工年率为 155 万套，比 7 月份的水平高出 1%。新屋开工率低于今年 3 月达到的金融危机后峰值 172.5 万套。</blockquote></p><p> <b>Wednesday 9/22</b></p><p><blockquote><b>9月22日星期三</b></blockquote></p><p> <b>The FOMC announces</b>&nbsp;its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.</p><p><blockquote><b>联邦公开市场委员会宣布</b>其货币政策决定。美联储可能会将联邦基金利率维持在接近于零的水平不变，但可能会暗示将在今年晚些时候削减资产购买。</blockquote></p><p> General Mills reports first-quarter fiscal-2022 results.</p><p><blockquote>通用磨坊公布 2022 财年第一季度业绩。</blockquote></p><p> Boston Scientific,Weyerhaeuser, and&nbsp;Yum China Holdings&nbsp;host their 2021 investor days.</p><p><blockquote>波士顿科学、惠好和百胜中国控股公司举办 2021 年投资者日。</blockquote></p><p> <b>TheBank of Japan</b>&nbsp;announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.</p><p><blockquote><b>日本银行</b>宣布货币政策决定。人们普遍预计日本央行将维持其关键短期利率在负0.1%不变，因为由于新冠肺炎德尔塔变异毒株，东京都和其他地区在9月底前仍处于紧急状态。</blockquote></p><p> <b>The National Association</b>&nbsp;of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5%&nbsp;from July’s 599,000.</p><p><blockquote><b>全国协会</b>房地产经纪人报告8月份的现房销售情况。经季节性调整后，预计全年售出房屋57.8万套，比7月份的59.9万套下降3.5%。</blockquote></p><p> <b>Thursday 9/23</b></p><p><blockquote><b>9月23日星期四</b></blockquote></p><p> Accenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.</p><p><blockquote>埃森哲、好市多批发、达顿餐厅和耐克公司在评级举行会议，讨论他们的季度业绩。</blockquote></p><p> Salesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.</p><p><blockquote>Salesforce.com 举办 2021 年投资者日。首席执行官马克·贝尼奥夫和Slack首席执行官斯图尔特·巴特菲尔德将出席。Salesforce 今年夏天完成了对 Slack 的 280 亿美元收购。</blockquote></p><p> <b>The Conference Board</b>&nbsp;releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.</p><p><blockquote><b>会议委员会</b>发布8月份领先经济指数。经济学家预测，继 7 月份上涨 0.9% 之后，环比上涨 0.5%。世界大型企业联合会目前预计 2021 年国内生产总值增长 6%，2022 年增长 4%。</blockquote></p><p> <b>Friday 9/24</b></p><p><blockquote><b>9月24日星期五</b></blockquote></p><p> Kansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.</p><p><blockquote>堪萨斯城南方公司召开特别股东大会，就与加拿大太平洋铁路公司的合并提案进行投票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2\">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":{"FDX":"联邦快递","ADBE":"Adobe",".SPX":"S&P 500 Index",".DJI":"道琼斯","CRM":"赛富时","COST":"好市多","NKE":"耐克",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194891884","content_text":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.\nLennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report on Thursday. Investor days this week include Biogen on Tuesday, Weyerhaeuser on Wednesday, and Salesforce.com on Thursday.\nThe Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s press conference with Fed chair Jerome Powell will be closely watched.\nEconomic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’ existing-home sales for August on Wednesday.\nMonday 9/20\nLennar reports third-quarter fiscal-2021 results.\nMerck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.\nThe National Association of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.\nTuesday 9/21\nAdobe, AutoZone, and FedEx release earnings.\nBiogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.\nThe Census Bureau reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.\nWednesday 9/22\nThe FOMC announces its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.\nGeneral Mills reports first-quarter fiscal-2022 results.\nBoston Scientific,Weyerhaeuser, and Yum China Holdings host their 2021 investor days.\nTheBank of Japan announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.\nThe National Association of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5% from July’s 599,000.\nThursday 9/23\nAccenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.\nSalesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.\nThe Conference Board releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.\nFriday 9/24\nKansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.","news_type":1,"symbols_score_info":{".IXIC":0.9,"FDX":0.9,"COST":0.9,"CRM":0.9,".SPX":0.9,"NKE":0.9,"ADBE":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184468986,"gmtCreate":1623721965945,"gmtModify":1634029579641,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561965250324628","authorIdStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/184468986","repostId":"1126626020","repostType":4,"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":826795548,"gmtCreate":1634051535151,"gmtModify":1634051535367,"author":{"id":"3561965250324628","authorId":"3561965250324628","name":"JerryT","avatar":"https://static.tigerbbs.com/97f6d97afd1c3908376cecb19149b8fa","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561965250324628","authorIdStr":"3561965250324628"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826795548","repostId":"1160581040","repostType":4,"repost":{"id":"1160581040","kind":"news","pubTimestamp":1634042129,"share":"https://www.laohunote.com/m/news/1160581040?lang=zh_CN&edition=full","pubTime":"2021-10-12 20:35","market":"us","language":"en","title":"Another Earnings Season Is Here. What to Expect This Time.<blockquote>又一个财报季来了。这次会发生什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160581040","media":"Barrons","summary":"Earnings season kicks off this week—and it may take some unusually impressive results for stocks to ","content":"<p>Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.</p><p><blockquote>财报季将于本周拉开帷幕，随后股市可能需要一些异常令人印象深刻的业绩才能上涨。</blockquote></p><p> Reports from&nbsp;S&amp;P 500&nbsp;companies have been trickling in—only 21 companies in the index had reported through Monday—but this week marks the beginning of what is known as earnings season. Investors will hear from&nbsp;Delta Air Lines&nbsp;(DAL),<a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>&nbsp;(WBA), and UnitedHealth Group (UNH), plus, banking heavyweights JPMorgan Chase &amp; Co. (JPM), Bank of America(BAC). It will provide a view of how businesses performed during the third quarter of 2021, and offer a glimpse into coming quarters as well.</p><p><blockquote>标普500公司的报告不断涌入——截至周一，该指数中只有 21 家公司发布了报告——但本周标志着财报季的开始。投资者将听取达美航空公司 (DAL)、<a href=\"https://laohu8.com/S/WBA\">沃尔格林博姿联盟</a>(WBA)、联合健康集团 (UNH)，以及银行业巨头摩根大通 (JPM)、美国银行 (BAC)。它将提供2021年第三季度企业表现的视图，并提供未来几个季度的一瞥。</blockquote></p><p> Analysts are forecasting aggregate earnings per share on the S&amp;P 500 to grow 24.5%, according to S&amp;P Global Market Intelligence. Some of the most economically sensitive sectors are still expecting the largest rebound in EPS, as last year’s third quarter was still ravaged by partial lockdowns. S&amp;P 500 industrial and material companies are expected to see 73% and 90% year-over-year growth, respectively, with energy expected to go from losses to profits. Two of the slowest growing sectors will be the traditionally non-volatile and highly stable consumer staples and utility sectors, expected to see EPS grow 3% and fall 2.9%, respectively.</p><p><blockquote>根据 S&amp;P Global Market Intelligence 的数据，分析师预测标普500的每股总收益将增长 24.5%。由于去年第三季度仍受到部分封锁的影响，一些对经济最敏感的行业仍有望实现每股收益的最大反弹。标普500工业和材料公司预计将分别实现73%和90%的同比增长，能源公司预计将扭亏为盈。增长最慢的两个行业将是传统上不波动且高度稳定的必需消费品和公用事业行业，预计每股收益将分别增长 3% 和下降 2.9%。</blockquote></p><p> No matter the predicted growth, companies need to post big earnings beats in order for their shares to gain much. The S&amp;P 500 has already risen 17.9% this year, as companies benefited from the unprecedented reopening following Covid-19 shutdowns and trillions of dollars of fiscal stimulus. As a result, valuations already reflect a large earnings stream, with the average S&amp;P 500 stock trading at around 20.5 times 12-month forward earnings estimates, above the long-term average in the mid-teens. For the market to live up to those valuations, the index needs to beat expectations by at least 10% in order to rally into year-end, writes Nicholas Colas, co-founder of DataTrek.</p><p><blockquote>无论预测的增长如何，公司都需要公布大幅盈利，才能让股价大幅上涨。今年标普500已经上涨了 17.9%，因为企业受益于 Covid-19 关闭和数万亿美元财政刺激后前所未有的重新开放。因此，估值已经反映了大量的收益流，标普500股票的平均交易价格约为 12 个月远期收益预期的 20.5 倍，高于 15 岁左右的长期平均水平。DataTrek 联合创始人尼古拉斯·科拉斯 (Nicholas Colas) 写道，为了让市场达到这些估值，该指数需要超出预期至少 10%，才能在年底反弹。</blockquote></p><p> That won’t be easy. Nike (NKE) and FedEx (FDX), for example, posted mixed results as supply chain constraints and rising costs ate into sales and profit margins, causing the stocks to fall 6% and 9%, respectively, the trading day after their earnings reports. The size of earnings beats from early reporters has been shrinking as well. So far, early reporters have topped earnings forecasts by just 4%, well below the 23.2% and 15.5% during the second quarter in 2020 and 2021.</p><p><blockquote>这并不容易。例如，耐克 (NKE) 和联邦快递 (FDX) 公布的业绩好坏参半，因为供应链限制和成本上升侵蚀了销售额和利润率，导致股价在财报发布后的交易日分别下跌 6% 和 9%。早期记者的盈利规模也在缩小。到目前为止，早期记者仅比预期高出 4%，远低于 2020 年和 2021 年第二季度的 23.2% 和 15.5%。</blockquote></p><p> “We believe that economic headwinds will mitigate the benefits from pricing power and operating leverage, leading to less robust surprises in the third quarter,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse.</p><p><blockquote>“瑞士信贷（Credit Suisse）首席美国股票策略师乔纳森-戈卢布（Jonathan Golub）写道：”我们认为，经济逆风将削弱定价权和运营杠杆带来的好处，导致第三季度的意外情况不那么强劲。</blockquote></p><p> Earnings estimates have begun to reflect those headwinds. Third-quarter forecasts have fallen about 0.8% since the beginning of September. That may not seem like much, but if companies say they expect more difficulty accessing supplies and that higher costs are persisting, analysts could revise 2022 estimates lower. “This sets up the first earnings season in the recovery where earnings risk clearly exists,” writes Tavis McCourt, institutional equity strategist at Raymond James.</p><p><blockquote>盈利预测已经开始反映这些不利因素。自9月初以来，第三季度预测已下降约0.8%。这看起来可能不多，但如果企业表示预计获取供应将更加困难，并且成本持续上涨，分析师可能会下调 2022 年的预期。“雷蒙德-詹姆斯公司（Raymond James）机构股票策略师塔维斯-麦考特（Tavis McCourt）写道：”这标志着经济复苏中第一个明显存在盈利风险的财报季。</blockquote></p><p> The good news? The S&amp;P 500 is down 3.8% from its Sept. 2 all-time high, so there’s a chance that some of the earnings risks are already reflected in the market.</p><p><blockquote>好消息？标普500比 9 月 2 日的历史高点下跌了 3.8%，因此部分盈利风险有可能已经反映在市场上。</blockquote></p><p> The question is whether it’s enough.</p><p><blockquote>问题是这是否足够。</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>Another Earnings Season Is Here. What to Expect This Time.<blockquote>又一个财报季来了。这次会发生什么。</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\">\nAnother Earnings Season Is Here. What to Expect This Time.<blockquote>又一个财报季来了。这次会发生什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-12 20:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.</p><p><blockquote>财报季将于本周拉开帷幕，随后股市可能需要一些异常令人印象深刻的业绩才能上涨。</blockquote></p><p> Reports from&nbsp;S&amp;P 500&nbsp;companies have been trickling in—only 21 companies in the index had reported through Monday—but this week marks the beginning of what is known as earnings season. Investors will hear from&nbsp;Delta Air Lines&nbsp;(DAL),<a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>&nbsp;(WBA), and UnitedHealth Group (UNH), plus, banking heavyweights JPMorgan Chase &amp; Co. (JPM), Bank of America(BAC). It will provide a view of how businesses performed during the third quarter of 2021, and offer a glimpse into coming quarters as well.</p><p><blockquote>标普500公司的报告不断涌入——截至周一，该指数中只有 21 家公司发布了报告——但本周标志着财报季的开始。投资者将听取达美航空公司 (DAL)、<a href=\"https://laohu8.com/S/WBA\">沃尔格林博姿联盟</a>(WBA)、联合健康集团 (UNH)，以及银行业巨头摩根大通 (JPM)、美国银行 (BAC)。它将提供2021年第三季度企业表现的视图，并提供未来几个季度的一瞥。</blockquote></p><p> Analysts are forecasting aggregate earnings per share on the S&amp;P 500 to grow 24.5%, according to S&amp;P Global Market Intelligence. Some of the most economically sensitive sectors are still expecting the largest rebound in EPS, as last year’s third quarter was still ravaged by partial lockdowns. S&amp;P 500 industrial and material companies are expected to see 73% and 90% year-over-year growth, respectively, with energy expected to go from losses to profits. Two of the slowest growing sectors will be the traditionally non-volatile and highly stable consumer staples and utility sectors, expected to see EPS grow 3% and fall 2.9%, respectively.</p><p><blockquote>根据 S&amp;P Global Market Intelligence 的数据，分析师预测标普500的每股总收益将增长 24.5%。由于去年第三季度仍受到部分封锁的影响，一些对经济最敏感的行业仍有望实现每股收益的最大反弹。标普500工业和材料公司预计将分别实现73%和90%的同比增长，能源公司预计将扭亏为盈。增长最慢的两个行业将是传统上不波动且高度稳定的必需消费品和公用事业行业，预计每股收益将分别增长 3% 和下降 2.9%。</blockquote></p><p> No matter the predicted growth, companies need to post big earnings beats in order for their shares to gain much. The S&amp;P 500 has already risen 17.9% this year, as companies benefited from the unprecedented reopening following Covid-19 shutdowns and trillions of dollars of fiscal stimulus. As a result, valuations already reflect a large earnings stream, with the average S&amp;P 500 stock trading at around 20.5 times 12-month forward earnings estimates, above the long-term average in the mid-teens. For the market to live up to those valuations, the index needs to beat expectations by at least 10% in order to rally into year-end, writes Nicholas Colas, co-founder of DataTrek.</p><p><blockquote>无论预测的增长如何，公司都需要公布大幅盈利，才能让股价大幅上涨。今年标普500已经上涨了 17.9%，因为企业受益于 Covid-19 关闭和数万亿美元财政刺激后前所未有的重新开放。因此，估值已经反映了大量的收益流，标普500股票的平均交易价格约为 12 个月远期收益预期的 20.5 倍，高于 15 岁左右的长期平均水平。DataTrek 联合创始人尼古拉斯·科拉斯 (Nicholas Colas) 写道，为了让市场达到这些估值，该指数需要超出预期至少 10%，才能在年底反弹。</blockquote></p><p> That won’t be easy. Nike (NKE) and FedEx (FDX), for example, posted mixed results as supply chain constraints and rising costs ate into sales and profit margins, causing the stocks to fall 6% and 9%, respectively, the trading day after their earnings reports. The size of earnings beats from early reporters has been shrinking as well. So far, early reporters have topped earnings forecasts by just 4%, well below the 23.2% and 15.5% during the second quarter in 2020 and 2021.</p><p><blockquote>这并不容易。例如，耐克 (NKE) 和联邦快递 (FDX) 公布的业绩好坏参半，因为供应链限制和成本上升侵蚀了销售额和利润率，导致股价在财报发布后的交易日分别下跌 6% 和 9%。早期记者的盈利规模也在缩小。到目前为止，早期记者仅比预期高出 4%，远低于 2020 年和 2021 年第二季度的 23.2% 和 15.5%。</blockquote></p><p> “We believe that economic headwinds will mitigate the benefits from pricing power and operating leverage, leading to less robust surprises in the third quarter,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse.</p><p><blockquote>“瑞士信贷（Credit Suisse）首席美国股票策略师乔纳森-戈卢布（Jonathan Golub）写道：”我们认为，经济逆风将削弱定价权和运营杠杆带来的好处，导致第三季度的意外情况不那么强劲。</blockquote></p><p> Earnings estimates have begun to reflect those headwinds. Third-quarter forecasts have fallen about 0.8% since the beginning of September. That may not seem like much, but if companies say they expect more difficulty accessing supplies and that higher costs are persisting, analysts could revise 2022 estimates lower. “This sets up the first earnings season in the recovery where earnings risk clearly exists,” writes Tavis McCourt, institutional equity strategist at Raymond James.</p><p><blockquote>盈利预测已经开始反映这些不利因素。自9月初以来，第三季度预测已下降约0.8%。这看起来可能不多，但如果企业表示预计获取供应将更加困难，并且成本持续上涨，分析师可能会下调 2022 年的预期。“雷蒙德-詹姆斯公司（Raymond James）机构股票策略师塔维斯-麦考特（Tavis McCourt）写道：”这标志着经济复苏中第一个明显存在盈利风险的财报季。</blockquote></p><p> The good news? The S&amp;P 500 is down 3.8% from its Sept. 2 all-time high, so there’s a chance that some of the earnings risks are already reflected in the market.</p><p><blockquote>好消息？标普500比 9 月 2 日的历史高点下跌了 3.8%，因此部分盈利风险有可能已经反映在市场上。</blockquote></p><p> The question is whether it’s enough.</p><p><blockquote>问题是这是否足够。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stock-market-earnings-season-preview-51633995452?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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stock-market-earnings-season-preview-51633995452?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160581040","content_text":"Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.\nReports from S&P 500 companies have been trickling in—only 21 companies in the index had reported through Monday—but this week marks the beginning of what is known as earnings season. Investors will hear from Delta Air Lines (DAL),Walgreens Boots Alliance (WBA), and UnitedHealth Group (UNH), plus, banking heavyweights JPMorgan Chase & Co. (JPM), Bank of America(BAC). It will provide a view of how businesses performed during the third quarter of 2021, and offer a glimpse into coming quarters as well.\nAnalysts are forecasting aggregate earnings per share on the S&P 500 to grow 24.5%, according to S&P Global Market Intelligence. Some of the most economically sensitive sectors are still expecting the largest rebound in EPS, as last year’s third quarter was still ravaged by partial lockdowns. S&P 500 industrial and material companies are expected to see 73% and 90% year-over-year growth, respectively, with energy expected to go from losses to profits. Two of the slowest growing sectors will be the traditionally non-volatile and highly stable consumer staples and utility sectors, expected to see EPS grow 3% and fall 2.9%, respectively.\nNo matter the predicted growth, companies need to post big earnings beats in order for their shares to gain much. The S&P 500 has already risen 17.9% this year, as companies benefited from the unprecedented reopening following Covid-19 shutdowns and trillions of dollars of fiscal stimulus. As a result, valuations already reflect a large earnings stream, with the average S&P 500 stock trading at around 20.5 times 12-month forward earnings estimates, above the long-term average in the mid-teens. For the market to live up to those valuations, the index needs to beat expectations by at least 10% in order to rally into year-end, writes Nicholas Colas, co-founder of DataTrek.\nThat won’t be easy. Nike (NKE) and FedEx (FDX), for example, posted mixed results as supply chain constraints and rising costs ate into sales and profit margins, causing the stocks to fall 6% and 9%, respectively, the trading day after their earnings reports. The size of earnings beats from early reporters has been shrinking as well. So far, early reporters have topped earnings forecasts by just 4%, well below the 23.2% and 15.5% during the second quarter in 2020 and 2021.\n“We believe that economic headwinds will mitigate the benefits from pricing power and operating leverage, leading to less robust surprises in the third quarter,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse.\nEarnings estimates have begun to reflect those headwinds. Third-quarter forecasts have fallen about 0.8% since the beginning of September. That may not seem like much, but if companies say they expect more difficulty accessing supplies and that higher costs are persisting, analysts could revise 2022 estimates lower. “This sets up the first earnings season in the recovery where earnings risk clearly exists,” writes Tavis McCourt, institutional equity strategist at Raymond James.\nThe good news? The S&P 500 is down 3.8% from its Sept. 2 all-time high, so there’s a chance that some of the earnings risks are already reflected in the market.\nThe question is whether it’s enough.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}