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2021-11-26

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2021-07-21

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Behind The Market's Furious Reversal: Record High Skew<blockquote>市场剧烈逆转背后：创纪录的高偏差</blockquote>

2021-09-11

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2021-07-08

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2021-10-07

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2021-08-19

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DLO surges over 36% in the morning trading<blockquote>DLO 早盘交易中飙升超过 36%</blockquote>

2021-08-11

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2021-06-15

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2021-11-18

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Rivian continued to fell over 10% in morning trading after tumbling 15.1% on Wednesday<blockquote>Rivian继周三暴跌 15.1% 后，早盘交易中继续下跌超过 10%</blockquote>

2021-10-09

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15:50","market":"us","language":"en","title":"Elon Musk: ‘Tesla Cybertruck can come in any color as long as it’s nothing’<blockquote>埃隆-马斯克：特斯拉 Cybertruck 可以有任何颜色，只要它什么都不是</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117708488","media":"Electrek","summary":"Elon Musk has confirmed that Tesla doesn’t plan to offer any color or wrap for the Cybertruck – at l","content":"<p>Elon Musk has confirmed that Tesla doesn’t plan to offer any color or wrap for the Cybertruck – at least “at first.”</p><p><blockquote>埃隆-马斯克（Elon Musk）已经证实，特斯拉不打算为 Cybertruck 提供任何颜色或包装--至少 “一开始是这样 ”。</blockquote></p><p> He says that “Tesla Cybertruck can come in any color as long as it’s nothing.”</p><p><blockquote>他说：“特斯拉 Cybertruck 可以有任何颜色，只要它没有任何颜色”。</blockquote></p><p> One of the most unique features of the Cybertruck is its stainless-steel exoskeleton:</p><p><blockquote>Cybertruck 最独特的功能之一是其不锈钢外骨骼：</blockquote></p><p>   “Cybertruck is built with an exterior shell made for ultimate durability and passenger protection. Starting with a nearly impenetrable exoskeleton, every component is designed for superior strength and endurance, from Ultra-Hard 30X Cold-Rolled stainless-steel structural skin to Tesla armor glass.”  It’s an interesting design that is going to make the electric pickup truck very tough, but it is also limiting the color options.</p><p><blockquote>“Cybertruck 的外壳旨在实现极致的耐用性和乘客保护。从几乎坚不可摧的外骨骼开始，从超硬 30 倍冷轧不锈钢结构蒙皮到特斯拉装甲玻璃，每个部件都经过精心设计，具有卓越的强度和耐用性。”这是一个有趣的设计，将使电动皮卡车非常坚固，但也限制了颜色选择。</blockquote></p><p> While steel can be made to have different colors, there are limitations and it can’t be painted very well.</p><p><blockquote>虽然钢材可以做成不同的颜色，但也有局限性，而且不能很好地涂漆。</blockquote></p><p> Musk previously said that owners would need to&nbsp;apply a wrap to the Cybertruck&nbsp;in order to get the electric pickup truck in any other color.</p><p><blockquote>马斯克此前表示，车主需要对 Cybertruck 进行包装，以便获得任何其他颜色的电动皮卡车。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/87aeb7302eff91b46db3038446280403\" tg-width=\"2048\" tg-height=\"997\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> At one point, the CEO suggested that Tesla could offer factory wraps for the Cybertruck.</p><p><blockquote>这位首席执行官一度建议特斯拉可以为 Cybertruck 提供工厂包装。</blockquote></p><p> Yesterday, a new Tesla Cybertruck prototype was spotted and Musk was asked about whether or not Tesla will offer wraps.</p><p><blockquote>昨天，一辆新的特斯拉 Cybertruck 原型车被发现，马斯克被问及特斯拉是否会提供包装。</blockquote></p><p> The CEO answered:</p><p><blockquote>首席执行官回答说：</blockquote></p><p>   “Not at first, but there are many third-party options for wrapping.”  It suggests that Tesla could eventually offer wraps, but the automaker is not making it a priority and buyers would have to turn to third parties at first.</p><p><blockquote>“一开始不是，但有很多第三方包装选择”。这表明特斯拉最终可能会提供包装，但该汽车制造商并未将其作为优先事项，买家首先必须转向第三方。</blockquote></p><p> Musk then added:</p><p><blockquote>马斯克随后补充道：</blockquote></p><p>   “Cybertruck can have any color you want, so long as it’s nothing.”  This appears to be a reference to a famous statement by Henry Ford who is believed to have said “any customer can have a car painted any color that he wants so long as it is black,” in reference to not offering different colors for the Model T.</p><p><blockquote>“Cybertruck 可以有任何你想要的颜色，只要它什么都不是。”这似乎是指亨利-福特（Henry Ford）的一句名言，据信他曾说过 “任何顾客都可以把车漆成他想要的任何颜色，只要它是黑色的”，指的是不为 T 型车提供不同的颜色。</blockquote></p><p> As for the Cybertruck, the only color is actually nothing since the vehicle is not even painted. The stainless steel is completely exposed.</p><p><blockquote>至于Cybertruck，唯一的颜色实际上什么也没有，因为车辆甚至没有喷漆。不锈钢完全暴露在外。</blockquote></p><p> We previously posted renders of&nbsp;what the Cybertruck would look like in different colors with wraps.</p><p><blockquote>我们之前发布了 Cybertruck 在不同颜色和包装下的渲染图。</blockquote></p><p> If you were to get a Cybertruck, would you wrap it, and if so, in what color? Let us know in the comment section below.</p><p><blockquote>如果你要买一辆Cybertruck，你会把它包起来吗？如果是，用什么颜色？请在下面的评论区告诉我们。</blockquote></p><p></p>","source":"lsy1627037122897","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>Elon Musk: ‘Tesla Cybertruck can come in any color as long as it’s nothing’<blockquote>埃隆-马斯克：特斯拉 Cybertruck 可以有任何颜色，只要它什么都不是</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\">\nElon Musk: ‘Tesla Cybertruck can come in any color as long as it’s nothing’<blockquote>埃隆-马斯克：特斯拉 Cybertruck 可以有任何颜色，只要它什么都不是</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Electrek</strong><span class=\"h-time small\">2021-12-13 15:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Elon Musk has confirmed that Tesla doesn’t plan to offer any color or wrap for the Cybertruck – at least “at first.”</p><p><blockquote>埃隆-马斯克（Elon Musk）已经证实，特斯拉不打算为 Cybertruck 提供任何颜色或包装--至少 “一开始是这样 ”。</blockquote></p><p> He says that “Tesla Cybertruck can come in any color as long as it’s nothing.”</p><p><blockquote>他说：“特斯拉 Cybertruck 可以有任何颜色，只要它没有任何颜色”。</blockquote></p><p> One of the most unique features of the Cybertruck is its stainless-steel exoskeleton:</p><p><blockquote>Cybertruck 最独特的功能之一是其不锈钢外骨骼：</blockquote></p><p>   “Cybertruck is built with an exterior shell made for ultimate durability and passenger protection. Starting with a nearly impenetrable exoskeleton, every component is designed for superior strength and endurance, from Ultra-Hard 30X Cold-Rolled stainless-steel structural skin to Tesla armor glass.”  It’s an interesting design that is going to make the electric pickup truck very tough, but it is also limiting the color options.</p><p><blockquote>“Cybertruck 的外壳旨在实现极致的耐用性和乘客保护。从几乎坚不可摧的外骨骼开始，从超硬 30 倍冷轧不锈钢结构蒙皮到特斯拉装甲玻璃，每个部件都经过精心设计，具有卓越的强度和耐用性。”这是一个有趣的设计，将使电动皮卡车非常坚固，但也限制了颜色选择。</blockquote></p><p> While steel can be made to have different colors, there are limitations and it can’t be painted very well.</p><p><blockquote>虽然钢材可以做成不同的颜色，但也有局限性，而且不能很好地涂漆。</blockquote></p><p> Musk previously said that owners would need to&nbsp;apply a wrap to the Cybertruck&nbsp;in order to get the electric pickup truck in any other color.</p><p><blockquote>马斯克此前表示，车主需要对 Cybertruck 进行包装，以便获得任何其他颜色的电动皮卡车。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/87aeb7302eff91b46db3038446280403\" tg-width=\"2048\" tg-height=\"997\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> At one point, the CEO suggested that Tesla could offer factory wraps for the Cybertruck.</p><p><blockquote>这位首席执行官一度建议特斯拉可以为 Cybertruck 提供工厂包装。</blockquote></p><p> Yesterday, a new Tesla Cybertruck prototype was spotted and Musk was asked about whether or not Tesla will offer wraps.</p><p><blockquote>昨天，一辆新的特斯拉 Cybertruck 原型车被发现，马斯克被问及特斯拉是否会提供包装。</blockquote></p><p> The CEO answered:</p><p><blockquote>首席执行官回答说：</blockquote></p><p>   “Not at first, but there are many third-party options for wrapping.”  It suggests that Tesla could eventually offer wraps, but the automaker is not making it a priority and buyers would have to turn to third parties at first.</p><p><blockquote>“一开始不是，但有很多第三方包装选择”。这表明特斯拉最终可能会提供包装，但该汽车制造商并未将其作为优先事项，买家首先必须转向第三方。</blockquote></p><p> Musk then added:</p><p><blockquote>马斯克随后补充道：</blockquote></p><p>   “Cybertruck can have any color you want, so long as it’s nothing.”  This appears to be a reference to a famous statement by Henry Ford who is believed to have said “any customer can have a car painted any color that he wants so long as it is black,” in reference to not offering different colors for the Model T.</p><p><blockquote>“Cybertruck 可以有任何你想要的颜色，只要它什么都不是。”这似乎是指亨利-福特（Henry Ford）的一句名言，据信他曾说过 “任何顾客都可以把车漆成他想要的任何颜色，只要它是黑色的”，指的是不为 T 型车提供不同的颜色。</blockquote></p><p> As for the Cybertruck, the only color is actually nothing since the vehicle is not even painted. The stainless steel is completely exposed.</p><p><blockquote>至于Cybertruck，唯一的颜色实际上什么也没有，因为车辆甚至没有喷漆。不锈钢完全暴露在外。</blockquote></p><p> We previously posted renders of&nbsp;what the Cybertruck would look like in different colors with wraps.</p><p><blockquote>我们之前发布了 Cybertruck 在不同颜色和包装下的渲染图。</blockquote></p><p> If you were to get a Cybertruck, would you wrap it, and if so, in what color? Let us know in the comment section below.</p><p><blockquote>如果你要买一辆Cybertruck，你会把它包起来吗？如果是，用什么颜色？请在下面的评论区告诉我们。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://electrek.co/2021/12/11/tesla-cybertruck-color-nothing-wrap-elon-musk/\">Electrek</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://electrek.co/2021/12/11/tesla-cybertruck-color-nothing-wrap-elon-musk/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117708488","content_text":"Elon Musk has confirmed that Tesla doesn’t plan to offer any color or wrap for the Cybertruck – at least “at first.”\nHe says that “Tesla Cybertruck can come in any color as long as it’s nothing.”\nOne of the most unique features of the Cybertruck is its stainless-steel exoskeleton:\n\n “Cybertruck is built with an exterior shell made for ultimate durability and passenger protection. Starting with a nearly impenetrable exoskeleton, every component is designed for superior strength and endurance, from Ultra-Hard 30X Cold-Rolled stainless-steel structural skin to Tesla armor glass.”\n\nIt’s an interesting design that is going to make the electric pickup truck very tough, but it is also limiting the color options.\nWhile steel can be made to have different colors, there are limitations and it can’t be painted very well.\nMusk previously said that owners would need to apply a wrap to the Cybertruck in order to get the electric pickup truck in any other color.\n\nAt one point, the CEO suggested that Tesla could offer factory wraps for the Cybertruck.\nYesterday, a new Tesla Cybertruck prototype was spotted and Musk was asked about whether or not Tesla will offer wraps.\nThe CEO answered:\n\n “Not at first, but there are many third-party options for wrapping.”\n\nIt suggests that Tesla could eventually offer wraps, but the automaker is not making it a priority and buyers would have to turn to third parties at first.\nMusk then added:\n\n “Cybertruck can have any color you want, so long as it’s nothing.”\n\nThis appears to be a reference to a famous statement by Henry Ford who is believed to have said “any customer can have a car painted any color that he wants so long as it is black,” in reference to not offering different colors for the Model T.\nAs for the Cybertruck, the only color is actually nothing since the vehicle is not even painted. The stainless steel is completely exposed.\nWe previously posted renders of what the Cybertruck would look like in different colors with wraps.\nIf you were to get a Cybertruck, would you wrap it, and if so, in what color? Let us know in the comment section below.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":4933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605748438,"gmtCreate":1639272142848,"gmtModify":1639272143125,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605748438","repostId":"2190767366","repostType":4,"isVote":1,"tweetType":1,"viewCount":4164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605474786,"gmtCreate":1639235881351,"gmtModify":1639235881629,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605474786","repostId":"2190002673","repostType":4,"isVote":1,"tweetType":1,"viewCount":4066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605161258,"gmtCreate":1639130631708,"gmtModify":1639130632007,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605161258","repostId":"1136469052","repostType":4,"repost":{"id":"1136469052","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639127359,"share":"https://www.laohunote.com/m/news/1136469052?lang=zh_CN&edition=full","pubTime":"2021-12-10 17:09","market":"us","language":"en","title":"Oracle stock spiked more than 11% in premarket trading<blockquote>甲骨文股价在盘前交易中飙升超过 11%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136469052","media":"Tiger Newspress","summary":"Oracle stock spiked more than 11% in premarket trading after the enterprise software giant posted be","content":"<p>Oracle stock spiked more&nbsp;than&nbsp;11% in premarket trading&nbsp;after the enterprise software giant posted better-than-expected financial results for its fiscal second quarter ended Nov. 30.</p><p><blockquote>甲骨文股价在盘前交易中飙升超过 11%，此前这家企业软件巨头公布了好于预期的第二财季财务业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d7ef666f8e53802ea4b818184595a59\" tg-width=\"843\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> For the quarter, Oracle&nbsp;reported revenue of $10.4 billion, up 6% from a year ago, and ahead of both the company’s guidance range of 3% to 5% growth, and the Street consensus forecast for $10.2 billion. It was the company’s best quarter of growth since 2018.</p><p><blockquote>甲骨文本季度营收为 104 亿美元，比去年同期增长 6%，高于公司 3% 至 5% 的增长指导范围和华尔街一致预测的 102 亿美元。这是该公司自 2018 年以来增长最好的一个季度。</blockquote></p><p> Non-GAAP profits were $1.21 a share, up 14% from a year ago, and a dime ahead of the Street consensus at $1.11 a share. Oracle’s guidance had been for profits of $1.09 to $1.13 a share. The company said cloud service and license support was $7.6 billion, up 6%. Cloud license and on-premise license revenues were up 13% to $1.2 billion.</p><p><blockquote>非 GAAP 利润为每股 1.21 美元，比去年同期增长 14%，比华尔街普遍预期的每股 1.11 美元高出 1 美分。甲骨文的指导是每股利润为 1.09 美元至 1.13 美元。该公司表示，云服务和许可证支持为76亿美元，增长6%。云许可和本地许可收入增长 13%，达到 12 亿美元。</blockquote></p><p> Under generally accepted accounting principles, the company lost 46 cents a share, reflecting a judgment tied to a 10-year old legal dispute related to the hiring of the late Mark Hurd as the company’s CEO.</p><p><blockquote>根据公认的会计原则，该公司每股亏损 46 美分，这反映了与聘请已故马克-赫德（Mark Hurd）担任公司首席执行官有关的长达 10 年的法律纠纷有关的判决。</blockquote></p><p> Oracle CEO Safra Catz said in a statement that the company saw 22% growth in its infrastructure and applications cloud business. Fusion ERP, the company’s financial software for large businesses, saw revenue growth of 35%, while NetSuite ERP, which serves smaller customers, grew 29%.&nbsp;Fusion HCM, the company’s HR software application, was up 25%. Oracle Cloud Infrastructure consumption revenue was up 86%.</p><p><blockquote>甲骨文首席执行官Safra Catz在一份声明中表示，该公司的基础设施和应用云业务增长了22%。该公司面向大型企业的财务软件 Fusion ERP 收入增长了 35%，而为小客户提供服务的 NetSuite ERP 收入增长了 29%。该公司的人力资源软件应用 Fusion HCM 增长了 25%。甲骨文云基础设施消费收入增长86%。</blockquote></p><p> Oracle also announced a new $10 billion stock-repurchase authorization. In the quarter, the company bought back $7 billion of stock. Catz noted that the company over the last 10 years has repurchased 47% of its stock at an average price about half of the current level.</p><p><blockquote>甲骨文还宣布了一项新的100亿美元股票回购授权。本季度，该公司回购了价值 70 亿美元的股票。卡茨指出，该公司在过去10年中以大约当前水平一半的平均价格回购了47%的股票。</blockquote></p><p> On a conference call with analysts on Thursday afternoon, Catz said Oracle had a “fantastic quarter,” with “broad-based outperformance across the company.” She noted that the better-than-expected results came despite a currency headwind of $100 million in revenue and a penny a share in profits.</p><p><blockquote>卡茨在周四下午与分析师举行的电话会议上表示，甲骨文度过了一个 “梦幻般的季度”，“整个公司的业绩普遍优异”。她指出，尽管面临 1 亿美元收入和每股利润 1 美分的货币逆风，但业绩仍好于预期。</blockquote></p><p> Catz said the company’s fiscal 2022 revenue growth continues to accelerate from the 2021 level. Oracle, she said, is being driven by growth in its cloud business in the mid-20 percentage range, accelerating from the Q2 level.</p><p><blockquote>卡茨表示，公司 2022 财年的收入增长将在 2021 年的基础上继续加快。她表示，甲骨文的云业务增长在 20% 左右，比第二季度的水平有所加速。</blockquote></p><p> For the fiscal third quarter, Catz said, the company sees growth of 6% to 8% in constant currency, and 3% to 5% as reported, and profits of $1.14 to $1.18 as reported, or $1.19 to $1.23 in constant currency. Catz said the company sees a currency headwind in the quarter of 3% for revenue and 5 cents for earnings per share.</p><p><blockquote>Catz 表示，对于第三财季，该公司预计按固定汇率计算增长 6% 至 8%，按报告计算增长 3% 至 5%，按报告计算利润为 1.14 至 1.18 美元，按固定汇率计算为 1.19 至 1.23 美元。卡茨表示，该公司预计本季度收入将面临 3% 的货币逆风，每股收益将下降 5 美分。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oracle stock spiked more than 11% in premarket trading<blockquote>甲骨文股价在盘前交易中飙升超过 11%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOracle stock spiked more than 11% in premarket trading<blockquote>甲骨文股价在盘前交易中飙升超过 11%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 17:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Oracle stock spiked more&nbsp;than&nbsp;11% in premarket trading&nbsp;after the enterprise software giant posted better-than-expected financial results for its fiscal second quarter ended Nov. 30.</p><p><blockquote>甲骨文股价在盘前交易中飙升超过 11%，此前这家企业软件巨头公布了好于预期的第二财季财务业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d7ef666f8e53802ea4b818184595a59\" tg-width=\"843\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> For the quarter, Oracle&nbsp;reported revenue of $10.4 billion, up 6% from a year ago, and ahead of both the company’s guidance range of 3% to 5% growth, and the Street consensus forecast for $10.2 billion. It was the company’s best quarter of growth since 2018.</p><p><blockquote>甲骨文本季度营收为 104 亿美元，比去年同期增长 6%，高于公司 3% 至 5% 的增长指导范围和华尔街一致预测的 102 亿美元。这是该公司自 2018 年以来增长最好的一个季度。</blockquote></p><p> Non-GAAP profits were $1.21 a share, up 14% from a year ago, and a dime ahead of the Street consensus at $1.11 a share. Oracle’s guidance had been for profits of $1.09 to $1.13 a share. The company said cloud service and license support was $7.6 billion, up 6%. Cloud license and on-premise license revenues were up 13% to $1.2 billion.</p><p><blockquote>非 GAAP 利润为每股 1.21 美元，比去年同期增长 14%，比华尔街普遍预期的每股 1.11 美元高出 1 美分。甲骨文的指导是每股利润为 1.09 美元至 1.13 美元。该公司表示，云服务和许可证支持为76亿美元，增长6%。云许可和本地许可收入增长 13%，达到 12 亿美元。</blockquote></p><p> Under generally accepted accounting principles, the company lost 46 cents a share, reflecting a judgment tied to a 10-year old legal dispute related to the hiring of the late Mark Hurd as the company’s CEO.</p><p><blockquote>根据公认的会计原则，该公司每股亏损 46 美分，这反映了与聘请已故马克-赫德（Mark Hurd）担任公司首席执行官有关的长达 10 年的法律纠纷有关的判决。</blockquote></p><p> Oracle CEO Safra Catz said in a statement that the company saw 22% growth in its infrastructure and applications cloud business. Fusion ERP, the company’s financial software for large businesses, saw revenue growth of 35%, while NetSuite ERP, which serves smaller customers, grew 29%.&nbsp;Fusion HCM, the company’s HR software application, was up 25%. Oracle Cloud Infrastructure consumption revenue was up 86%.</p><p><blockquote>甲骨文首席执行官Safra Catz在一份声明中表示，该公司的基础设施和应用云业务增长了22%。该公司面向大型企业的财务软件 Fusion ERP 收入增长了 35%，而为小客户提供服务的 NetSuite ERP 收入增长了 29%。该公司的人力资源软件应用 Fusion HCM 增长了 25%。甲骨文云基础设施消费收入增长86%。</blockquote></p><p> Oracle also announced a new $10 billion stock-repurchase authorization. In the quarter, the company bought back $7 billion of stock. Catz noted that the company over the last 10 years has repurchased 47% of its stock at an average price about half of the current level.</p><p><blockquote>甲骨文还宣布了一项新的100亿美元股票回购授权。本季度，该公司回购了价值 70 亿美元的股票。卡茨指出，该公司在过去10年中以大约当前水平一半的平均价格回购了47%的股票。</blockquote></p><p> On a conference call with analysts on Thursday afternoon, Catz said Oracle had a “fantastic quarter,” with “broad-based outperformance across the company.” She noted that the better-than-expected results came despite a currency headwind of $100 million in revenue and a penny a share in profits.</p><p><blockquote>卡茨在周四下午与分析师举行的电话会议上表示，甲骨文度过了一个 “梦幻般的季度”，“整个公司的业绩普遍优异”。她指出，尽管面临 1 亿美元收入和每股利润 1 美分的货币逆风，但业绩仍好于预期。</blockquote></p><p> Catz said the company’s fiscal 2022 revenue growth continues to accelerate from the 2021 level. Oracle, she said, is being driven by growth in its cloud business in the mid-20 percentage range, accelerating from the Q2 level.</p><p><blockquote>卡茨表示，公司 2022 财年的收入增长将在 2021 年的基础上继续加快。她表示，甲骨文的云业务增长在 20% 左右，比第二季度的水平有所加速。</blockquote></p><p> For the fiscal third quarter, Catz said, the company sees growth of 6% to 8% in constant currency, and 3% to 5% as reported, and profits of $1.14 to $1.18 as reported, or $1.19 to $1.23 in constant currency. Catz said the company sees a currency headwind in the quarter of 3% for revenue and 5 cents for earnings per share.</p><p><blockquote>Catz 表示，对于第三财季，该公司预计按固定汇率计算增长 6% 至 8%，按报告计算增长 3% 至 5%，按报告计算利润为 1.14 至 1.18 美元，按固定汇率计算为 1.19 至 1.23 美元。卡茨表示，该公司预计本季度收入将面临 3% 的货币逆风，每股收益将下降 5 美分。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136469052","content_text":"Oracle stock spiked more than 11% in premarket trading after the enterprise software giant posted better-than-expected financial results for its fiscal second quarter ended Nov. 30.\n\nFor the quarter, Oracle reported revenue of $10.4 billion, up 6% from a year ago, and ahead of both the company’s guidance range of 3% to 5% growth, and the Street consensus forecast for $10.2 billion. It was the company’s best quarter of growth since 2018.\nNon-GAAP profits were $1.21 a share, up 14% from a year ago, and a dime ahead of the Street consensus at $1.11 a share. Oracle’s guidance had been for profits of $1.09 to $1.13 a share. The company said cloud service and license support was $7.6 billion, up 6%. Cloud license and on-premise license revenues were up 13% to $1.2 billion.\nUnder generally accepted accounting principles, the company lost 46 cents a share, reflecting a judgment tied to a 10-year old legal dispute related to the hiring of the late Mark Hurd as the company’s CEO.\nOracle CEO Safra Catz said in a statement that the company saw 22% growth in its infrastructure and applications cloud business. Fusion ERP, the company’s financial software for large businesses, saw revenue growth of 35%, while NetSuite ERP, which serves smaller customers, grew 29%. Fusion HCM, the company’s HR software application, was up 25%. Oracle Cloud Infrastructure consumption revenue was up 86%.\nOracle also announced a new $10 billion stock-repurchase authorization. In the quarter, the company bought back $7 billion of stock. Catz noted that the company over the last 10 years has repurchased 47% of its stock at an average price about half of the current level.\nOn a conference call with analysts on Thursday afternoon, Catz said Oracle had a “fantastic quarter,” with “broad-based outperformance across the company.” She noted that the better-than-expected results came despite a currency headwind of $100 million in revenue and a penny a share in profits.\nCatz said the company’s fiscal 2022 revenue growth continues to accelerate from the 2021 level. Oracle, she said, is being driven by growth in its cloud business in the mid-20 percentage range, accelerating from the Q2 level.\nFor the fiscal third quarter, Catz said, the company sees growth of 6% to 8% in constant currency, and 3% to 5% as reported, and profits of $1.14 to $1.18 as reported, or $1.19 to $1.23 in constant currency. Catz said the company sees a currency headwind in the quarter of 3% for revenue and 5 cents for earnings per share.","news_type":1,"symbols_score_info":{"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":3601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602546811,"gmtCreate":1639047834721,"gmtModify":1639047840398,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602546811","repostId":"1180561055","repostType":4,"repost":{"id":"1180561055","kind":"news","pubTimestamp":1639043759,"share":"https://www.laohunote.com/m/news/1180561055?lang=zh_CN&edition=full","pubTime":"2021-12-09 17:55","market":"us","language":"en","title":"5 Stocks To Watch For December 9, 2021<blockquote>2021 年 12 月 9 日值得关注的 5 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180561055","media":"Benzinga","summary":"Wall Street expects Hormel Foods Corporation to report quarterly earnings at $0.50 per share on reve","content":"<p><div> Wall Street expects Hormel Foods Corporation to report quarterly earnings at $0.50 per share on revenue of $3.22 billion before the opening bell. Hormel Foods shares rose 0.5% to $43.00 in after-hours...</p><p><blockquote><div>华尔街预计荷美尔食品公司将在开盘前公布每股 0.50 美元的季度收益，营收为 32.2 亿美元。荷美尔食品股价盘后上涨 0.5%，至 43.00 美元……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/earnings/21/12/24518345/5-stocks-to-watch-for-december-9-2021\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/12/24518345/5-stocks-to-watch-for-december-9-2021\">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>5 Stocks To Watch For December 9, 2021<blockquote>2021 年 12 月 9 日值得关注的 5 只股票</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\">\n5 Stocks To Watch For December 9, 2021<blockquote>2021 年 12 月 9 日值得关注的 5 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-09 17:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Wall Street expects Hormel Foods Corporation to report quarterly earnings at $0.50 per share on revenue of $3.22 billion before the opening bell. Hormel Foods shares rose 0.5% to $43.00 in after-hours...</p><p><blockquote><div>华尔街预计荷美尔食品公司将在开盘前公布每股 0.50 美元的季度收益，营收为 32.2 亿美元。荷美尔食品股价盘后上涨 0.5%，至 43.00 美元……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/earnings/21/12/24518345/5-stocks-to-watch-for-december-9-2021\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/12/24518345/5-stocks-to-watch-for-december-9-2021\">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/earnings/21/12/24518345/5-stocks-to-watch-for-december-9-2021\">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":{"RH":"RH","AVGO":"博通","COST":"好市多","GME":"游戏驿站","HRL":"荷美尔"},"source_url":"https://www.benzinga.com/news/earnings/21/12/24518345/5-stocks-to-watch-for-december-9-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180561055","content_text":"Wall Street expects Hormel Foods Corporation to report quarterly earnings at $0.50 per share on revenue of $3.22 billion before the opening bell. Hormel Foods shares rose 0.5% to $43.00 in after-hours trading.\nRH reported upbeat results for its third quarter and lifted the low end of its FY21 sales forecast. RH shares jumped 11.5% to $643.50 in the after-hours trading session.\nAnalysts are expecting Broadcom Inc. to have earned $7.74 per share on revenue of $7.36 billion for the latest quarter. The company will release earnings after the markets close. Broadcom shares slipped 0.1% to $588.00 in after-hours trading.\nGameStop Corp. reported a wider-than-expected loss for its fiscal third quarter on Wednesday. However, the company’s quarterly sales came in above analysts’ estimates. GameStop shares dropped 3.2% to $168.10 in the after-hours trading session.\nAnalysts expect Costco Wholesale Corporation to report quarterly earnings at $2.63 per share on revenue of $49.56 billion after the closing bell. Costco shares gained 0.1% to $530.50 in after-hours trading.","news_type":1,"symbols_score_info":{"HRL":0.9,"BRCM":0.9,"COST":0.9,"AVGO":0.9,"RH":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":3206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602343291,"gmtCreate":1638975975133,"gmtModify":1638975975429,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"Y","listText":"Y","text":"Y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602343291","repostId":"1180032077","repostType":4,"isVote":1,"tweetType":1,"viewCount":5307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606228551,"gmtCreate":1638887550388,"gmtModify":1638887550703,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"Y","listText":"Y","text":"Y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606228551","repostId":"1195364731","repostType":4,"repost":{"id":"1195364731","kind":"news","pubTimestamp":1638885960,"share":"https://www.laohunote.com/m/news/1195364731?lang=zh_CN&edition=full","pubTime":"2021-12-07 22:06","market":"us","language":"en","title":"Tesla Stock Price Target Raised to $1,000 at UBS. Here Is Why.<blockquote>瑞银将特斯拉股价目标上调至 1,000 美元。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195364731","media":"Barrons","summary":"Shares of Tesla were rebounding Tuesday after UBS raised its price target on the stock, calling the ","content":"<p>Shares of&nbsp;Tesla&nbsp;were rebounding Tuesday after UBS raised its price target on the stock, calling the electric-vehicle company the “undisputed leader” in the market.</p><p><blockquote>瑞银（UBS）上调了特斯拉的目标股价，称这家电动汽车公司是市场上 “无可争议的领导者”，随后该公司股价周二反弹。</blockquote></p><p> Analyst Patrick Hummel increased his price target to $1,000 from $725, saying global demand for electric vehicles will propel the company to continue beating expectations in 2022. Hummel maintained a Neutral rating on the stock.</p><p><blockquote>分析师 Patrick Hummel 将目标价从 725 美元上调至 1,000 美元，并表示全球对电动汽车的需求将推动该公司在 2022 年继续超出预期。胡梅尔维持该股中性评级。</blockquote></p><p> The electric-vehicle manufacturer had a rough Monday, with the stock closing at $1,009.01, slipping dangerously close to its third bear market of the year. Tesla (ticker:TSLA) was faring better Tuesday, with shares rising 3.7% to $1,046 in premarket trading.</p><p><blockquote>这家电动汽车制造商周一表现不佳，股价收于 1,009.01 美元，危险地接近今年第三次熊市。特斯拉（股票代码：TSLA）周二表现更好，股价在盘前交易中上涨 3.7%，至 1,046 美元。</blockquote></p><p> Of the 41 analysts surveyed by FactSet, 17 rate the stock at Buy or Overweight, 12 rate it a Hold, and 12 rate it a Sell. The average price target is $851.09.</p><p><blockquote>在 FactSet 调查的 41 名分析师中，17 名分析师给予该股买入或跑赢大盘评级，12 名分析师给予持有评级，12 名分析师给予卖出评级。平均目标价为851.09美元。</blockquote></p><p> Tesla’s access to chips and batteries through vertical integration sets it apart from its competitors, helping the company cement market leadership with about 20% global EV share, the analyst said.</p><p><blockquote>这位分析师说，特斯拉通过垂直整合获得芯片和电池，使其在竞争对手中脱颖而出，帮助该公司巩固了市场领导地位，占据了全球电动汽车约 20% 的份额。</blockquote></p><p> “We’ve raised estimates sharply to reflect this undisputed leadership, however, current valuation fully reflects such steep curve,” Hummel wrote in a research note Tuesday.</p><p><blockquote>“胡梅尔在周二的一份研究报告中写道：”我们大幅提高了估值，以反映这种无可争议的领先地位，然而，目前的估值充分反映了如此陡峭的曲线。</blockquote></p><p> The title of Hummel’s research note on Tesla was: “Cementing leadership as EV market takes off: New $1,000 price target (from $725) – no rival to get even close to Tesla in 2022.”</p><p><blockquote>胡梅尔关于特斯拉的研究报告标题是： “随着电动汽车市场的腾飞，巩固领先地位： 新的 1000 美元目标价格（从 725 美元起）--到 2022 年，没有对手能接近特斯拉”。</blockquote></p><p> Hummel is forecasting Tesla’s car sales to grow from 894,000 in 2021 to 1.4 million in 2022, and reach 2.9 million by 2025, more than competitors&nbsp;BMW&nbsp;(BMW.DE) or&nbsp;Mercedes-Benz.He expects EVs in general to account for 50% of global car sales by 2030.</p><p><blockquote>胡梅尔预测，特斯拉的汽车销量将从2021年的89.4万辆增长到2022年的140万辆，到2025年将达到290万辆，超过竞争对手宝马（BMW.DE）或梅赛德斯-奔驰。他预计到 2030 年，电动汽车将占全球汽车销量的 50%。</blockquote></p><p> A big part of Tesla’s advantage is the software’s scalability, which can drive a big revenue pool with even higher margins well beyond 2025, Hummel said.</p><p><blockquote>胡梅尔说，特斯拉的一大优势在于软件的可扩展性，这可以在 2025 年之后推动庞大的收入池，利润率甚至更高。</blockquote></p><p> “Software is the next battleground in the global car industry, and no other carmaker is closer to monetize fully autonomous driving for everyday use, and the scalability of Tesla’s technology creates the biggest software-driven revenue opportunity in the industry,” he wrote.</p><p><blockquote>“软件是全球汽车行业的下一个战场，没有其他汽车制造商能更接近将日常使用的全自动驾驶货币化，而特斯拉技术的可扩展性创造了业内最大的软件驱动收入机会，”他写道。</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 Stock Price Target Raised to $1,000 at UBS. Here Is Why.<blockquote>瑞银将特斯拉股价目标上调至 1,000 美元。原因如下。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Price Target Raised to $1,000 at UBS. Here Is Why.<blockquote>瑞银将特斯拉股价目标上调至 1,000 美元。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-07 22:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Shares of&nbsp;Tesla&nbsp;were rebounding Tuesday after UBS raised its price target on the stock, calling the electric-vehicle company the “undisputed leader” in the market.</p><p><blockquote>瑞银（UBS）上调了特斯拉的目标股价，称这家电动汽车公司是市场上 “无可争议的领导者”，随后该公司股价周二反弹。</blockquote></p><p> Analyst Patrick Hummel increased his price target to $1,000 from $725, saying global demand for electric vehicles will propel the company to continue beating expectations in 2022. Hummel maintained a Neutral rating on the stock.</p><p><blockquote>分析师 Patrick Hummel 将目标价从 725 美元上调至 1,000 美元，并表示全球对电动汽车的需求将推动该公司在 2022 年继续超出预期。胡梅尔维持该股中性评级。</blockquote></p><p> The electric-vehicle manufacturer had a rough Monday, with the stock closing at $1,009.01, slipping dangerously close to its third bear market of the year. Tesla (ticker:TSLA) was faring better Tuesday, with shares rising 3.7% to $1,046 in premarket trading.</p><p><blockquote>这家电动汽车制造商周一表现不佳，股价收于 1,009.01 美元，危险地接近今年第三次熊市。特斯拉（股票代码：TSLA）周二表现更好，股价在盘前交易中上涨 3.7%，至 1,046 美元。</blockquote></p><p> Of the 41 analysts surveyed by FactSet, 17 rate the stock at Buy or Overweight, 12 rate it a Hold, and 12 rate it a Sell. The average price target is $851.09.</p><p><blockquote>在 FactSet 调查的 41 名分析师中，17 名分析师给予该股买入或跑赢大盘评级，12 名分析师给予持有评级，12 名分析师给予卖出评级。平均目标价为851.09美元。</blockquote></p><p> Tesla’s access to chips and batteries through vertical integration sets it apart from its competitors, helping the company cement market leadership with about 20% global EV share, the analyst said.</p><p><blockquote>这位分析师说，特斯拉通过垂直整合获得芯片和电池，使其在竞争对手中脱颖而出，帮助该公司巩固了市场领导地位，占据了全球电动汽车约 20% 的份额。</blockquote></p><p> “We’ve raised estimates sharply to reflect this undisputed leadership, however, current valuation fully reflects such steep curve,” Hummel wrote in a research note Tuesday.</p><p><blockquote>“胡梅尔在周二的一份研究报告中写道：”我们大幅提高了估值，以反映这种无可争议的领先地位，然而，目前的估值充分反映了如此陡峭的曲线。</blockquote></p><p> The title of Hummel’s research note on Tesla was: “Cementing leadership as EV market takes off: New $1,000 price target (from $725) – no rival to get even close to Tesla in 2022.”</p><p><blockquote>胡梅尔关于特斯拉的研究报告标题是： “随着电动汽车市场的腾飞，巩固领先地位： 新的 1000 美元目标价格（从 725 美元起）--到 2022 年，没有对手能接近特斯拉”。</blockquote></p><p> Hummel is forecasting Tesla’s car sales to grow from 894,000 in 2021 to 1.4 million in 2022, and reach 2.9 million by 2025, more than competitors&nbsp;BMW&nbsp;(BMW.DE) or&nbsp;Mercedes-Benz.He expects EVs in general to account for 50% of global car sales by 2030.</p><p><blockquote>胡梅尔预测，特斯拉的汽车销量将从2021年的89.4万辆增长到2022年的140万辆，到2025年将达到290万辆，超过竞争对手宝马（BMW.DE）或梅赛德斯-奔驰。他预计到 2030 年，电动汽车将占全球汽车销量的 50%。</blockquote></p><p> A big part of Tesla’s advantage is the software’s scalability, which can drive a big revenue pool with even higher margins well beyond 2025, Hummel said.</p><p><blockquote>胡梅尔说，特斯拉的一大优势在于软件的可扩展性，这可以在 2025 年之后推动庞大的收入池，利润率甚至更高。</blockquote></p><p> “Software is the next battleground in the global car industry, and no other carmaker is closer to monetize fully autonomous driving for everyday use, and the scalability of Tesla’s technology creates the biggest software-driven revenue opportunity in the industry,” he wrote.</p><p><blockquote>“软件是全球汽车行业的下一个战场，没有其他汽车制造商能更接近将日常使用的全自动驾驶货币化，而特斯拉技术的可扩展性创造了业内最大的软件驱动收入机会，”他写道。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-tsla-stock-price-target-raised-ubs-electric-vehicles-51638885474?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":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-tsla-stock-price-target-raised-ubs-electric-vehicles-51638885474?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195364731","content_text":"Shares of Tesla were rebounding Tuesday after UBS raised its price target on the stock, calling the electric-vehicle company the “undisputed leader” in the market.\nAnalyst Patrick Hummel increased his price target to $1,000 from $725, saying global demand for electric vehicles will propel the company to continue beating expectations in 2022. Hummel maintained a Neutral rating on the stock.\nThe electric-vehicle manufacturer had a rough Monday, with the stock closing at $1,009.01, slipping dangerously close to its third bear market of the year. Tesla (ticker:TSLA) was faring better Tuesday, with shares rising 3.7% to $1,046 in premarket trading.\nOf the 41 analysts surveyed by FactSet, 17 rate the stock at Buy or Overweight, 12 rate it a Hold, and 12 rate it a Sell. The average price target is $851.09.\nTesla’s access to chips and batteries through vertical integration sets it apart from its competitors, helping the company cement market leadership with about 20% global EV share, the analyst said.\n“We’ve raised estimates sharply to reflect this undisputed leadership, however, current valuation fully reflects such steep curve,” Hummel wrote in a research note Tuesday.\nThe title of Hummel’s research note on Tesla was: “Cementing leadership as EV market takes off: New $1,000 price target (from $725) – no rival to get even close to Tesla in 2022.”\nHummel is forecasting Tesla’s car sales to grow from 894,000 in 2021 to 1.4 million in 2022, and reach 2.9 million by 2025, more than competitors BMW (BMW.DE) or Mercedes-Benz.He expects EVs in general to account for 50% of global car sales by 2030.\nA big part of Tesla’s advantage is the software’s scalability, which can drive a big revenue pool with even higher margins well beyond 2025, Hummel said.\n“Software is the next battleground in the global car industry, and no other carmaker is closer to monetize fully autonomous driving for everyday use, and the scalability of Tesla’s technology creates the biggest software-driven revenue opportunity in the industry,” he wrote.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":4336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606075628,"gmtCreate":1638804083054,"gmtModify":1638804144690,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"y","listText":"y","text":"y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606075628","repostId":"1167580246","repostType":4,"repost":{"id":"1167580246","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":1638802452,"share":"https://www.laohunote.com/m/news/1167580246?lang=zh_CN&edition=full","pubTime":"2021-12-06 22:54","market":"us","language":"en","title":"Semiconductor stocks dipped in morning trading<blockquote>半导体股早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167580246","media":"Tiger Newspress","summary":"Semiconductor stocks dipped in morning trading.Nvidia,TSMC,ASML,AMD,Xilinx,Globalfoundries and ON Se","content":"<p>Semiconductor stocks dipped in morning trading.Nvidia,TSMC,ASML,AMD,Xilinx,Globalfoundries&nbsp;and&nbsp;ON&nbsp;Semiconductor fell between 2% and 7%.</p><p><blockquote>半导体股早盘下跌.英伟达、台积电、ASML、AMD、赛灵思、Globalfoundries和安森美半导体下跌2%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8fd417bf4091570cb848a432d4946ce4\" tg-width=\"400\" tg-height=\"714\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor stocks dipped in morning trading<blockquote>半导体股早盘下跌</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor stocks dipped in morning trading<blockquote>半导体股早盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-06 22:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Semiconductor stocks dipped in morning trading.Nvidia,TSMC,ASML,AMD,Xilinx,Globalfoundries&nbsp;and&nbsp;ON&nbsp;Semiconductor fell between 2% and 7%.</p><p><blockquote>半导体股早盘下跌.英伟达、台积电、ASML、AMD、赛灵思、Globalfoundries和安森美半导体下跌2%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8fd417bf4091570cb848a432d4946ce4\" tg-width=\"400\" tg-height=\"714\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TSM":"台积电","ON":"安森美半导体","GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司","QCOM":"高通","MRVL":"迈威尔科技","ADI":"亚德诺","ASML":"阿斯麦","TXN":"德州仪器","MU":"美光科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167580246","content_text":"Semiconductor stocks dipped in morning trading.Nvidia,TSMC,ASML,AMD,Xilinx,Globalfoundries and ON Semiconductor fell between 2% and 7%.","news_type":1,"symbols_score_info":{"ADI":0.9,"MRVL":0.9,"ON":0.9,"GFS":0.9,"MU":0.9,"AMD":0.9,"QCOM":0.9,"ASML":0.9,"NVDA":0.9,"TSM":0.9,"XLNX":0.9,"TXN":0.9}},"isVote":1,"tweetType":1,"viewCount":4841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608636523,"gmtCreate":1638706703027,"gmtModify":1638706703168,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"Y","listText":"Y","text":"Y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608636523","repostId":"1174181873","repostType":4,"repost":{"id":"1174181873","kind":"news","pubTimestamp":1638578178,"share":"https://www.laohunote.com/m/news/1174181873?lang=zh_CN&edition=full","pubTime":"2021-12-04 08:36","market":"us","language":"en","title":"US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来：数字银行和云基础设施引领 IPO 周 4</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174181873","media":"renaissancecap...","summary":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billi","content":"<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖，四次IPO计划筹集37亿美元。</blockquote></p><p> Buffett-backed&nbsp;<b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>如控股</b>(NU) 计划以 411 亿美元的市值筹集 25 亿美元。这家巴西纯在线银行成立于 2013 年，名为 Nubank，旨在推出免费信用卡产品，提供移动优先的客户体验，但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速，目前拥有近5000万客户群，但随着客户群的增长，每位客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform&nbsp;<b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&amp;M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP) 计划以 140 亿美元的市值筹集 11 亿美元。这家由风险投资支持的公司提供了一套解决方案，可以大规模标准化和自动化云基础设施的配置、保护、连接和运行。虽然 HashiCorp 表现出快速增长和粘性客户群，但由于 S&amp;M 支出，HashiCorp 高度无利可图。</blockquote></p><p> Cannabis finance REIT&nbsp;<b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI) 计划以 2.96 亿美元的市值筹集 1.06 亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资第一抵押贷款和由商业房地产担保的替代结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company&nbsp;<b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀黄金</b>(AUST) 计划以 6400 万美元的市值筹集 1500 万美元。这家加拿大黄金勘探公司目前在内华达州的四处矿产中拥有权益，目前只有一处矿产被认为是重要的。奥斯汀黄金公司迄今为止尚未产生任何营业收入。</blockquote></p><p></p>","source":"lsy1619493174116","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>US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来：数字银行和云基础设施引领 IPO 周 4</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\">\nUS IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来：数字银行和云基础设施引领 IPO 周 4</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-04 08:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖，四次IPO计划筹集37亿美元。</blockquote></p><p> Buffett-backed&nbsp;<b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>如控股</b>(NU) 计划以 411 亿美元的市值筹集 25 亿美元。这家巴西纯在线银行成立于 2013 年，名为 Nubank，旨在推出免费信用卡产品，提供移动优先的客户体验，但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速，目前拥有近5000万客户群，但随着客户群的增长，每位客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform&nbsp;<b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&amp;M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP) 计划以 140 亿美元的市值筹集 11 亿美元。这家由风险投资支持的公司提供了一套解决方案，可以大规模标准化和自动化云基础设施的配置、保护、连接和运行。虽然 HashiCorp 表现出快速增长和粘性客户群，但由于 S&amp;M 支出，HashiCorp 高度无利可图。</blockquote></p><p> Cannabis finance REIT&nbsp;<b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI) 计划以 2.96 亿美元的市值筹集 1.06 亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资第一抵押贷款和由商业房地产担保的替代结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company&nbsp;<b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀黄金</b>(AUST) 计划以 6400 万美元的市值筹集 1500 万美元。这家加拿大黄金勘探公司目前在内华达州的四处矿产中拥有权益，目前只有一处矿产被认为是重要的。奥斯汀黄金公司迄今为止尚未产生任何营业收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee\">renaissancecap...</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":{"REFI":"Chicago Atlantic Real Estate Finance, Inc.","NU":"Nu Holdings Ltd."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174181873","content_text":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.\nBuffett-backed Nu Holdings(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.\nCloud infrastructure platform HashiCorp(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&M spend.\nCannabis finance REIT Chicago Atlantic Real Estate Finance(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.\nCanadian gold exploration company Austin Gold(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.","news_type":1,"symbols_score_info":{"HCP":0.9,"NU":0.9,"REFI":0.9}},"isVote":1,"tweetType":1,"viewCount":4762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608325397,"gmtCreate":1638632132542,"gmtModify":1638632132681,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608325397","repostId":"2188057871","repostType":4,"isVote":1,"tweetType":1,"viewCount":1387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601577904,"gmtCreate":1638544588285,"gmtModify":1638544588459,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"Y","listText":"Y","text":"Y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601577904","repostId":"1115344844","repostType":4,"repost":{"id":"1115344844","kind":"news","pubTimestamp":1638544099,"share":"https://www.laohunote.com/m/news/1115344844?lang=zh_CN&edition=full","pubTime":"2021-12-03 23:08","market":"us","language":"en","title":"3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115344844","media":"Seeking Alpha","summary":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that b","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li>  <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li>  <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart 已从高点下跌超过 50%。但它的上一份收益报告并没有那么糟糕。故事仍然完好无损，股价已大幅降低风险。</li><li>Zscaler 继续给人留下深刻印象，最近的结果再次显示加速增长。报告发布后，该股立即上涨，但在普遍洗盘中回落。</li><li>Monday.com 是一家相当新的公司，它也受到了市场的打击。其高增长形势、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock 来自 Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my&nbsp;last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章，目的是回顾一下 Upstart 最近的季度业绩。由于在我的上一篇文章中，我认为 Upstart (UPST) 可能仍然是每股 390 美元的有吸引力的买入机会，因此我想了解一下该公司（目前交易价格约为 180 美元 –<i>呀!</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而，最近的市场抛售，尤其是高增长股票，让我重新考虑了文章的方向。我认为现在在我的投资组合中写下一些高增长的名字要有趣得多，我正在考虑在这次小小的低迷时期添加这些名字。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过，先有一个小小的警告。我真的不擅长短期评级（我最近的暴发户文章就证明了这一点）。我不知道奥密克戎变体会对我们的经济产生什么影响，美联储未来的货币政策会是什么，以及这种抛售最终会走多远。当本文发表时，抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that&nbsp;<b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是，公开市场上有些公司拥有卓越的商业基本面<b>无论宏观环境如何，都会做得很好</b>这些业务具有高增长率、高利润率和长增长跑道。它们还具有高估值倍数，导致风险增加和高波动性。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票：</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的开始：简单总结一下，我认为如果你喜欢390美元的Upstart，你应该更喜欢180美元的它。2021 年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的，基于出色的第二季度报告，人们的期望很高，是的，这些期望在第三季度并没有完全得到满足。但这并不意味着基本面已经恶化。过去价格的剧烈波动证明，我过去也写过，这家年轻的公司很难估值。增长很高，但也很难预测。虽然通过人工智能技术破坏 FICO 分数很诱人，而且似乎是不可避免的，但 Upstart 在这个故事中的角色并非一成不变。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>让我们看一些数字：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with&nbsp;margins&nbsp;all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the&nbsp;earnings call&nbsp;that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的，收入增长仍然是爆炸性的，在正常情况下，收入增长应该会再次加速到第四季度。虽然大多数关键绩效指标（交易贷款、转化率、自动化贷款百分比）以及利润率都有所减速或略有下降，但我认为这并不意味着这家公司的基本面已经发生了变化。收益看涨期权中提到了许多细节，我不会以本文的形式讨论。但对我来说，关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者应该避免两个关键错误：</blockquote></p><p></p><p> <ol>  <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li>  <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in&nbsp;May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i>&nbsp;<i><b>no recurring revenue</b></i>&nbsp;<i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度，现在股价已经跌下悬崖，该股更具吸引力。</li><li>不要通过SaaS业务的视角来看待新贵。正如我在五月份写的：<i>Upstart可能是一家很有前途的云软件公司，但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠，没有粘性订阅客户，没有积压，没有土地和扩张。每个季度Upstart都要出售新贷款，收入基本从零开始。</i></li></ol>Upstart 的财务状况更加不稳定且不太可靠，因此，与具有经常性收入的高增长公司相比，该公司值得更多的投资者关注和更低的估值倍数。然而，如果增长保持非常高，它可以弥补这一事实。目前，该公司的远期 EV/S 交易价格为 17.76，我认为对于一家具有这种增长和利润率的公司来说，这是一个相对便宜的价格。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>缩放器</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The&nbsp;stock initially was up&nbsp;in the postmarket after the company reported another&nbsp;blow-out quarter&nbsp;on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went&nbsp;<b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场给了你一份你不应该拒绝的礼物。这就是昨天Zscaler(ZS)发生的事情。在该公司周二公布另一个井喷季度后，该股最初在后市上涨。但到了周三，一切都不再重要了，由于小幅调整、板块轮动或任何你想看涨期权的东西，该股实际上上涨了<b>下降8%以上</b>. 这确实是你想买入的时候：你刚刚得到确认，你的公司在增长加速的情况下表现非常好，而股票因宏观担忧而遭到抛售。该股的远期 EV/S 为 43.51，绝对不便宜，当然，这种“回调”是可笑的（<i>“天哪，股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司，我不介意为此付费，尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多出色？看看这些收入增长数据就知道了：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者。</span></p></blockquote></p><p> I&nbsp;thought&nbsp;in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw&nbsp;<b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018&nbsp;– the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在五月份认为增长加速可能很快就会结束，但它在 2022 年第一季度继续加速。如果该公司在Q2以与过去类似的方式超出指引（通常超过5%），那么它应该会在Q2再次加速同比增长（或至少保持目前60%+的增长率）。最重要的是，本季度看到<b>RPO 增长 98%，以美元计算的净保留率为 125%，自由现金流利润率为 36%</b>换句话说，这项业务正在全力以赴。如果你不知道Zscaler是做什么的，请阅读我2018年12月的文章——从那时起，该股已经上涨了710%，我认为它还可以更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>星期一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com (MNDY) 是一家在公开市场上相对较新的股票（它于今年 6 月首次公开募股），也是我投资组合中的一只全新股票（我刚刚购买了我的第一个头寸）。简而言之，我购买 Monday.com 的原因是他们的高速增长和快速提高的盈利能力。只需看看看涨期权最新财报演示文稿中的这两张幻灯片即可：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：2021 年第三季度看涨期权收益演示。</span></p></blockquote></p><p> Revenue was&nbsp;<b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas&nbsp;<b>up 231%</b>(at 613, up from 185 a year ago). Monday was also&nbsp;<b>cash flow positive</b>&nbsp;for the first time this quarter.</p><p><blockquote>收入为<b>上升95%</b>（高于上一季度的 94%）。这是一个相当惊人的增长，表明这家公司正在市场上获胜（但也考虑到该公司的年收入运行速度很小，这使得它变得更容易）。资产超过 50,000 美元的企业客户数量为<b>上涨231%</b>（613，高于一年前的185）。星期一也是<b>现金流量为正</b>本季度第一次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是，相对于其他云股票，它也很便宜：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：模糊判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对 2022 年增长 47% 的预期，该公司目前的 TTM EV/S 为 57，2022 年 EV/S 为 38.7。这看起来很丰富，但相对于其他云名称来说并不那么可怕。然而，如果考虑到目前 95% 的同比增长率和 17% 的环比增长率，再加上目前大客户的势头，2022 年 47% 的增长预期似乎相当低。事实上，2022 财年任何低于 70% 的增长都会让我感到惊讶，然后我们预计最大远期电动汽车/S 将达到 33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就 Monday.com 是否会是一项良好的长期投资而言——是 Monday.com 在 2022 财年之后能在多大程度上保持其高增长率。在这里我仍然有一些疑问。该公司在一个非常动态和竞争激烈的领域运营，我还不确定 Monday 与 Asana (ASAN) 或 Atlassian (TEAM) 等公司有何有意义的区别。尽管如此，基于云的工作管理解决方案的市场仍然很大，该领域可能会有许多赢家。目前，我很高兴遵循这些数字（看起来棒极了），并希望相对便宜的估值将带来可观的阿尔法，而不是一家质量较低的公司的迹象。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which&nbsp;reported another fantastic quarter&nbsp;at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里，有很多公司值得考虑。例如，我没有提到 Datadog (DDOG)，它在 11 月初报告了另一个出色的季度。与 Zscaler 一样，这也是一家增长加速的公司，您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its&nbsp;endurance&nbsp;have been the predominant factors in the past.</p><p><blockquote>请记住，提到的股票，尽管从相对角度来看可能很有吸引力，但从绝对角度和历史角度来看仍然非常昂贵。然而，可持续增长对投资者来说是一种美丽的下行保护形式，也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事，那就是继续投资于维持（或最好是加速）营收增长的公司，并退出经济放缓的股票。这听起来非常简单，当然，许多其他因素都会影响股票的长期收益，但收入增长及其持久性一直是过去的主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远非我近年来见过的最糟糕的一次。但这仍然是痛苦的——当它开始受伤时，通常是购买一些优质公司的好时机。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-03 23:08</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>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li>  <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li>  <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart 已从高点下跌超过 50%。但它的上一份收益报告并没有那么糟糕。故事仍然完好无损，股价已大幅降低风险。</li><li>Zscaler 继续给人留下深刻印象，最近的结果再次显示加速增长。报告发布后，该股立即上涨，但在普遍洗盘中回落。</li><li>Monday.com 是一家相当新的公司，它也受到了市场的打击。其高增长形势、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock 来自 Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my&nbsp;last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章，目的是回顾一下 Upstart 最近的季度业绩。由于在我的上一篇文章中，我认为 Upstart (UPST) 可能仍然是每股 390 美元的有吸引力的买入机会，因此我想了解一下该公司（目前交易价格约为 180 美元 –<i>呀!</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而，最近的市场抛售，尤其是高增长股票，让我重新考虑了文章的方向。我认为现在在我的投资组合中写下一些高增长的名字要有趣得多，我正在考虑在这次小小的低迷时期添加这些名字。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过，先有一个小小的警告。我真的不擅长短期评级（我最近的暴发户文章就证明了这一点）。我不知道奥密克戎变体会对我们的经济产生什么影响，美联储未来的货币政策会是什么，以及这种抛售最终会走多远。当本文发表时，抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that&nbsp;<b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是，公开市场上有些公司拥有卓越的商业基本面<b>无论宏观环境如何，都会做得很好</b>这些业务具有高增长率、高利润率和长增长跑道。它们还具有高估值倍数，导致风险增加和高波动性。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票：</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的开始：简单总结一下，我认为如果你喜欢390美元的Upstart，你应该更喜欢180美元的它。2021 年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的，基于出色的第二季度报告，人们的期望很高，是的，这些期望在第三季度并没有完全得到满足。但这并不意味着基本面已经恶化。过去价格的剧烈波动证明，我过去也写过，这家年轻的公司很难估值。增长很高，但也很难预测。虽然通过人工智能技术破坏 FICO 分数很诱人，而且似乎是不可避免的，但 Upstart 在这个故事中的角色并非一成不变。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>让我们看一些数字：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with&nbsp;margins&nbsp;all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the&nbsp;earnings call&nbsp;that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的，收入增长仍然是爆炸性的，在正常情况下，收入增长应该会再次加速到第四季度。虽然大多数关键绩效指标（交易贷款、转化率、自动化贷款百分比）以及利润率都有所减速或略有下降，但我认为这并不意味着这家公司的基本面已经发生了变化。收益看涨期权中提到了许多细节，我不会以本文的形式讨论。但对我来说，关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者应该避免两个关键错误：</blockquote></p><p></p><p> <ol>  <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li>  <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in&nbsp;May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i>&nbsp;<i><b>no recurring revenue</b></i>&nbsp;<i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度，现在股价已经跌下悬崖，该股更具吸引力。</li><li>不要通过SaaS业务的视角来看待新贵。正如我在五月份写的：<i>Upstart可能是一家很有前途的云软件公司，但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠，没有粘性订阅客户，没有积压，没有土地和扩张。每个季度Upstart都要出售新贷款，收入基本从零开始。</i></li></ol>Upstart 的财务状况更加不稳定且不太可靠，因此，与具有经常性收入的高增长公司相比，该公司值得更多的投资者关注和更低的估值倍数。然而，如果增长保持非常高，它可以弥补这一事实。目前，该公司的远期 EV/S 交易价格为 17.76，我认为对于一家具有这种增长和利润率的公司来说，这是一个相对便宜的价格。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>缩放器</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The&nbsp;stock initially was up&nbsp;in the postmarket after the company reported another&nbsp;blow-out quarter&nbsp;on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went&nbsp;<b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场给了你一份你不应该拒绝的礼物。这就是昨天Zscaler(ZS)发生的事情。在该公司周二公布另一个井喷季度后，该股最初在后市上涨。但到了周三，一切都不再重要了，由于小幅调整、板块轮动或任何你想看涨期权的东西，该股实际上上涨了<b>下降8%以上</b>. 这确实是你想买入的时候：你刚刚得到确认，你的公司在增长加速的情况下表现非常好，而股票因宏观担忧而遭到抛售。该股的远期 EV/S 为 43.51，绝对不便宜，当然，这种“回调”是可笑的（<i>“天哪，股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司，我不介意为此付费，尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多出色？看看这些收入增长数据就知道了：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者。</span></p></blockquote></p><p> I&nbsp;thought&nbsp;in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw&nbsp;<b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018&nbsp;– the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在五月份认为增长加速可能很快就会结束，但它在 2022 年第一季度继续加速。如果该公司在Q2以与过去类似的方式超出指引（通常超过5%），那么它应该会在Q2再次加速同比增长（或至少保持目前60%+的增长率）。最重要的是，本季度看到<b>RPO 增长 98%，以美元计算的净保留率为 125%，自由现金流利润率为 36%</b>换句话说，这项业务正在全力以赴。如果你不知道Zscaler是做什么的，请阅读我2018年12月的文章——从那时起，该股已经上涨了710%，我认为它还可以更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>星期一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com (MNDY) 是一家在公开市场上相对较新的股票（它于今年 6 月首次公开募股），也是我投资组合中的一只全新股票（我刚刚购买了我的第一个头寸）。简而言之，我购买 Monday.com 的原因是他们的高速增长和快速提高的盈利能力。只需看看看涨期权最新财报演示文稿中的这两张幻灯片即可：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：2021 年第三季度看涨期权收益演示。</span></p></blockquote></p><p> Revenue was&nbsp;<b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas&nbsp;<b>up 231%</b>(at 613, up from 185 a year ago). Monday was also&nbsp;<b>cash flow positive</b>&nbsp;for the first time this quarter.</p><p><blockquote>收入为<b>上升95%</b>（高于上一季度的 94%）。这是一个相当惊人的增长，表明这家公司正在市场上获胜（但也考虑到该公司的年收入运行速度很小，这使得它变得更容易）。资产超过 50,000 美元的企业客户数量为<b>上涨231%</b>（613，高于一年前的185）。星期一也是<b>现金流量为正</b>本季度第一次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是，相对于其他云股票，它也很便宜：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：模糊判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对 2022 年增长 47% 的预期，该公司目前的 TTM EV/S 为 57，2022 年 EV/S 为 38.7。这看起来很丰富，但相对于其他云名称来说并不那么可怕。然而，如果考虑到目前 95% 的同比增长率和 17% 的环比增长率，再加上目前大客户的势头，2022 年 47% 的增长预期似乎相当低。事实上，2022 财年任何低于 70% 的增长都会让我感到惊讶，然后我们预计最大远期电动汽车/S 将达到 33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就 Monday.com 是否会是一项良好的长期投资而言——是 Monday.com 在 2022 财年之后能在多大程度上保持其高增长率。在这里我仍然有一些疑问。该公司在一个非常动态和竞争激烈的领域运营，我还不确定 Monday 与 Asana (ASAN) 或 Atlassian (TEAM) 等公司有何有意义的区别。尽管如此，基于云的工作管理解决方案的市场仍然很大，该领域可能会有许多赢家。目前，我很高兴遵循这些数字（看起来棒极了），并希望相对便宜的估值将带来可观的阿尔法，而不是一家质量较低的公司的迹象。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which&nbsp;reported another fantastic quarter&nbsp;at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里，有很多公司值得考虑。例如，我没有提到 Datadog (DDOG)，它在 11 月初报告了另一个出色的季度。与 Zscaler 一样，这也是一家增长加速的公司，您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its&nbsp;endurance&nbsp;have been the predominant factors in the past.</p><p><blockquote>请记住，提到的股票，尽管从相对角度来看可能很有吸引力，但从绝对角度和历史角度来看仍然非常昂贵。然而，可持续增长对投资者来说是一种美丽的下行保护形式，也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事，那就是继续投资于维持（或最好是加速）营收增长的公司，并退出经济放缓的股票。这听起来非常简单，当然，许多其他因素都会影响股票的长期收益，但收入增长及其持久性一直是过去的主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远非我近年来见过的最糟糕的一次。但这仍然是痛苦的——当它开始受伤时，通常是购买一些优质公司的好时机。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback\">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":{"MNDY":"Monday.com Ltd.","ZS":"Zscaler Inc.","UPST":"Upstart Holdings, Inc."},"source_url":"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115344844","content_text":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.\nZscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.\nMonday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.\n\nGaleanu Mihai/iStock via Getty Images\nI started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –yikes!).\nHowever, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.\nA little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.\nWhat I do know is that there are companies in the public markets with exceptional business fundamentals that will do very well regardless of the macro environment. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:\nUpstart\nLet's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.\nLet's look at some numbers:\n\nSource: Author\nAs you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.\nI think there are two key mistakes that investors should avoid here:\n\nLet the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.\nDo not look at Upstart through the lens of SaaS businesses. As I wrote in May:Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is no recurring revenue to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.\n\nUpstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.\nData by YCharts\nZscaler\nSometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went down by more than 8%. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (\"oh my god, the stock is back to where it was...one month ago\").\nData by YCharts\nBut I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.\nHow exceptional is Zscaler? Just look at those revenue growth numbers:\nSource: Author.\nI thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.\nMonday.com\nMonday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:\nSource: Earnings call presentation Q3 2021.\nRevenue was up 95%(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas up 231%(at 613, up from 185 a year ago). Monday was also cash flow positive for the first time this quarter.\nOn top of that, it is also cheap relative to other cloud stocks:\nSource: Clouded Judgement 11.26.21.\nThe company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.\nThe big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.\nClosing Thoughts And Honorary Mentions\nOn days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.\nRemember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.\nThis pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.","news_type":1,"symbols_score_info":{"MNDY":0.9,"ZS":0.9,"UPST":0.9}},"isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603597393,"gmtCreate":1638423673106,"gmtModify":1638423713202,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603597393","repostId":"1171217212","repostType":4,"repost":{"id":"1171217212","kind":"news","pubTimestamp":1638416856,"share":"https://www.laohunote.com/m/news/1171217212?lang=zh_CN&edition=full","pubTime":"2021-12-02 11:47","market":"hk","language":"en","title":"Weibo plans to price HK listing at HK$272.80 per share<blockquote>微博计划将香港上市定价为每股272.80港元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171217212","media":"IFR","summary":"Weibo plans to price HK listing at HK$272.80 per share, according to IFR.","content":"<p>Weibo plans to price HK listing at HK$272.80 per share,&nbsp;according&nbsp;to&nbsp;IFR.</p><p><blockquote>根据国际财务报告准则，微博计划将香港上市定价为每股272.80港元。</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>Weibo plans to price HK listing at HK$272.80 per share<blockquote>微博计划将香港上市定价为每股272.80港元</blockquote></title>\n<style 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#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\">\nWeibo plans to price HK listing at HK$272.80 per share<blockquote>微博计划将香港上市定价为每股272.80港元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">IFR</strong><span class=\"h-time small\">2021-12-02 11:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Weibo plans to price HK listing at HK$272.80 per share,&nbsp;according&nbsp;to&nbsp;IFR.</p><p><blockquote>根据国际财务报告准则，微博计划将香港上市定价为每股272.80港元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.ifre.com/story/3164593/weibo-plans-to-price-hk-listing-at-hk27280-per-share-rnhybgnjwr\">IFR</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":{"WB":"微博","09898":"微博-SW"},"source_url":"https://www.ifre.com/story/3164593/weibo-plans-to-price-hk-listing-at-hk27280-per-share-rnhybgnjwr","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171217212","content_text":"Weibo plans to price HK listing at HK$272.80 per share, according to IFR.","news_type":1,"symbols_score_info":{"WB":0.9,"09898":0.9}},"isVote":1,"tweetType":1,"viewCount":1638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603132799,"gmtCreate":1638372258910,"gmtModify":1638372259541,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603132799","repostId":"1143092770","repostType":4,"repost":{"id":"1143092770","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":1638370804,"share":"https://www.laohunote.com/m/news/1143092770?lang=zh_CN&edition=full","pubTime":"2021-12-01 23:00","market":"us","language":"en","title":"Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%创新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143092770","media":"Tiger Newspress","summary":"Apple shares rose nearly 2% to a new high in morning trading.\nNeedham analyst Laura Martin said inve","content":"<p>Apple shares rose nearly 2% to a new high&nbsp;in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%，创下新高。</blockquote></p><p> <b>Needham</b>&nbsp;analyst Laura Martin said investors turned to Apple due to its prodigious cash flow capable of weathering the storm, not going bankrupt, not having financial distress.</p><p><blockquote><b>李约瑟</b>分析师 Laura Martin 表示，投资者转向苹果是因为其惊人的现金流能够经受住风暴，不会破产，也不会陷入财务困境。</blockquote></p><p> Martin said there are indications that Apple’s current products, especially its iPhone Pro models, are selling well, potentially leading to a big December quarter for the company.</p><p><blockquote>Martin 说，有迹象表明，苹果目前的产品，尤其是 iPhone Pro 机型，销量很好，这可能会给该公司带来一个大的 12 月份季度。</blockquote></p><p> Tablets, especially the high-end iPhones, all of which say they’re going to have high margins and high revenue for the fourth quarter of this year, Martin added.</p><p><blockquote>马丁补充说，平板电脑，尤其是高端 iPhone，都表示今年第四季度将实现高利润率和高收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/edc1b3fcbf75cefc8acb5fa15512530b\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%创新高</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 shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%创新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-01 23:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple shares rose nearly 2% to a new high&nbsp;in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%，创下新高。</blockquote></p><p> <b>Needham</b>&nbsp;analyst Laura Martin said investors turned to Apple due to its prodigious cash flow capable of weathering the storm, not going bankrupt, not having financial distress.</p><p><blockquote><b>李约瑟</b>分析师 Laura Martin 表示，投资者转向苹果是因为其惊人的现金流能够经受住风暴，不会破产，也不会陷入财务困境。</blockquote></p><p> Martin said there are indications that Apple’s current products, especially its iPhone Pro models, are selling well, potentially leading to a big December quarter for the company.</p><p><blockquote>Martin 说，有迹象表明，苹果目前的产品，尤其是 iPhone Pro 机型，销量很好，这可能会给该公司带来一个大的 12 月份季度。</blockquote></p><p> Tablets, especially the high-end iPhones, all of which say they’re going to have high margins and high revenue for the fourth quarter of this year, Martin added.</p><p><blockquote>马丁补充说，平板电脑，尤其是高端 iPhone，都表示今年第四季度将实现高利润率和高收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/edc1b3fcbf75cefc8acb5fa15512530b\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143092770","content_text":"Apple shares rose nearly 2% to a new high in morning trading.\nNeedham analyst Laura Martin said investors turned to Apple due to its prodigious cash flow capable of weathering the storm, not going bankrupt, not having financial distress.\nMartin said there are indications that Apple’s current products, especially its iPhone Pro models, are selling well, potentially leading to a big December quarter for the company.\nTablets, especially the high-end iPhones, all of which say they’re going to have high margins and high revenue for the fourth quarter of this year, Martin added.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609294724,"gmtCreate":1638284681895,"gmtModify":1638284682036,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609294724","repostId":"1137874601","repostType":4,"repost":{"id":"1137874601","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":1638283295,"share":"https://www.laohunote.com/m/news/1137874601?lang=zh_CN&edition=full","pubTime":"2021-11-30 22:41","market":"us","language":"en","title":"Blockchain stocks climbed in morning trading<blockquote>区块链股票早盘交易中攀升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137874601","media":"Tiger Newspress","summary":"Blockchain stocks climbed in morning trading.Riot Blockchain,Marathon Digital,Coinbase,Canaan and Th","content":"<p>Blockchain stocks climbed in morning trading.Riot Blockchain,Marathon Digital,Coinbase,Canaan&nbsp;and&nbsp;The9&nbsp;rose&nbsp;about&nbsp;2%.</p><p><blockquote>区块链股票在早盘交易中攀升.暴动区块链、马拉松数字、比特币基地、迦南和第九城市上涨约2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c7eb0aac146941578f4f85ad0dec90de\" tg-width=\"406\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Blockchain stocks climbed in morning trading<blockquote>区块链股票早盘交易中攀升</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBlockchain stocks climbed in morning trading<blockquote>区块链股票早盘交易中攀升</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\">2021-11-30 22:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Blockchain stocks climbed in morning trading.Riot Blockchain,Marathon Digital,Coinbase,Canaan&nbsp;and&nbsp;The9&nbsp;rose&nbsp;about&nbsp;2%.</p><p><blockquote>区块链股票在早盘交易中攀升.暴动区块链、马拉松数字、比特币基地、迦南和第九城市上涨约2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c7eb0aac146941578f4f85ad0dec90de\" tg-width=\"406\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIOT":"Riot Platforms"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137874601","content_text":"Blockchain stocks climbed in morning trading.Riot Blockchain,Marathon Digital,Coinbase,Canaan and The9 rose about 2%.","news_type":1,"symbols_score_info":{"RIOT":0.9}},"isVote":1,"tweetType":1,"viewCount":1502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600759749,"gmtCreate":1638199591957,"gmtModify":1638199779257,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600759749","repostId":"1180693909","repostType":4,"repost":{"id":"1180693909","kind":"news","pubTimestamp":1638198357,"share":"https://www.laohunote.com/m/news/1180693909?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:05","market":"us","language":"en","title":"Spotify Stock: Buy the Dip to Early-October Levels?<blockquote>Spotify 股票：逢低买入至 10 月初水平？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180693909","media":"TheStreet","summary":"Spotify stock lost plenty of steam in November, following a post-Q3 earnings spike. Some may see the","content":"<p>Spotify stock lost plenty of steam in November, following a post-Q3 earnings spike. Some may see the move as bearish, while others could find it an opportunity to buy SPOT cheaper.</p><p><blockquote>继第三季度后盈利飙升后，Spotify 股价在 11 月份大幅下跌。一些人可能认为这一举动是看跌的，而另一些人则可能认为这是一个以更低价格购买现货的机会。</blockquote></p><p> In late October, Spotify&nbsp;announced third quarter results. The numbers excited investors and sent Spotify stock&nbsp;up nearly 15% quickly. The key metric supporting bullishness was the large increase in the platform's MAUs (monthly active users) over the previous year, followed by an almost 30% YoY growth in revenue.</p><p><blockquote>10月下旬，Spotify公布了第三季度业绩。这些数字让投资者兴奋不已，Spotify 股价迅速上涨近 15%。支撑乐观情绪的关键指标是该平台的 MAU（月活跃用户）比上一年大幅增长，随后收入同比增长近 30%。</blockquote></p><p> However, almost a month after the earnings announcement, shares have dipped 10% and returned to the same levels of early October. Today, MavenFlix tries to make sense of what is happening with SPOT, and debates whether the recent drop can be considered a buying opportunity.</p><p><blockquote>然而，在财报公布近一个月后，股价下跌了10%，回到了10月初的水平。如今，MavenFlix 试图了解 SPOT 的情况，并讨论最近的下跌是否可以被视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a76b6dc048e3702eb0b6ef48bbc0409\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"><span>Figure 1: Spotify app icon.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：Spotify应用程序图标。</span></p></blockquote></p><p> <b>Recent downfall and a future opportunity</b></p><p><blockquote><b>最近的失败和未来的机会</b></blockquote></p><p> SPOT hit $205 per share in August and, since then, embarked on a strong bullish ride to six-month highs. However, in November, not long after the announcement of the company's third quarter results, Spotify stock dropped from a high of $300 to less than $250.</p><p><blockquote>SPOT 在 8 月份触及每股 205 美元，此后开始强劲看涨，升至六个月高点。然而，11 月，在该公司第三季度业绩公布后不久，Spotify 股价从 300 美元的高点跌至 250 美元以下。</blockquote></p><p> One of the possible causes for such decline is profit taking. If so, an opportunity to buy the dip could exist for those who like the fundamentals of the company, but that believed SPOT may have been too expensive or overvalued. Today, Spotify is trading at the lowest price in the last 3 months.</p><p><blockquote>这种下降的可能原因之一是获利了结。如果是这样的话，对于那些喜欢该公司基本面的人来说，可能存在逢低买入的机会，但认为该现货可能过于昂贵或被高估。如今，Spotify 的交易价格为过去 3 个月来的最低价格。</blockquote></p><p> <b>Podcast growth and ad revenue</b></p><p><blockquote><b>播客增长和广告收入</b></blockquote></p><p> Unlike what many might think, Spotify is not merely a music platform, but an audio one. Therefore, one should not only consider growth in the music streaming space when calculating the fair value of the stock.</p><p><blockquote>与许多人的想法不同，Spotify不仅仅是一个音乐平台，而是一个音频平台。因此，在计算股票的公允价值时，人们不应只考虑音乐流媒体领域的增长。</blockquote></p><p> As we discussed in “Spotify Earnings: Why The Stock Spiked On Q3 Results”, one of the most relevant growth drivers for Spotify today is podcast. This sub-segment of streaming audio is expanding fast and could become a substantial part of the company's P&amp;L in the foreseeable future.</p><p><blockquote>正如我们在 “Spotify 财报： 为什么第三季度业绩导致股价飙升 ”中讨论的那样，播客是当今 Spotify 最相关的增长动力之一。流媒体音频的这一细分市场正在快速扩张，并可能在可预见的未来成为公司损益的重要组成部分。</blockquote></p><p> With ad-supported accounts growing at the same rate as paid users, monetizing on podcasts is a key next step for Spotify. We think that this could be a catalyst pushing Spotify stock higher in the future – even if not in the next few weeks or months.</p><p><blockquote>随着广告支持的帐户以与付费用户相同的速度增长，播客货币化是Spotify下一步的关键。我们认为这可能是推动 Spotify 股价在未来走高的催化剂——即使不是在未来几周或几个月内。</blockquote></p><p> <b>Spotify dominates audio streaming</b></p><p><blockquote><b>Spotify 主导音频流媒体</b></blockquote></p><p> Spotify has one of the largest music libraries. However, we do not think that this sets the company apart from its competitors. Apple and Amazon, for example, continue to invest their bottomless piles of cash to boost their platforms’ content offerings as well.</p><p><blockquote>Spotify拥有最大的音乐库之一。然而，我们并不认为这使该公司有别于竞争对手。例如，苹果和亚马逊也在继续投入大量现金，以提高其平台的内容产品。</blockquote></p><p> What makes Spotify stand out, in our view, is its footprint in audio streaming. Despite the growth prospects, the market is still concentrated in the hands of few players, unlike what happens in video streaming. Spotify has clear market dominance, as the chart below depicts.</p><p><blockquote>在我们看来，让Spotify脱颖而出的是它在音频流媒体领域的足迹。尽管有增长前景，但市场仍然集中在少数参与者手中，这与视频流不同。如下图所示，Spotify 拥有明显的市场主导地位。</blockquote></p><p> The investments in podcasts should only help Spotify to establish itself at the top for years to come. Currently, there are about 2.6 million podcast titles available on the platform.</p><p><blockquote>对播客的投资只会帮助Spotify在未来几年确立自己的领先地位。目前，该平台上大约有260万个播客标题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab561adf751b756fe06b8fa8d2bff0ee\" tg-width=\"609\" tg-height=\"458\" width=\"100%\" height=\"auto\"><span>Figure 2: Music streaming market share.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：音乐流媒体市场份额。</span></p></blockquote></p><p> <b>Our view</b></p><p><blockquote><b>我们的观点</b></blockquote></p><p> After Spotify stock dropped more than 10% since the beginning of November, a window of opportunity may have opened for those who appreciate Spotify's business model. Buying SPOT today, however, may only prove to be a good long-term strategy, since volatility in the short term in unlikely to subside.</p><p><blockquote>自 11 月初以来，Spotify 股价下跌超过 10%，对于那些欣赏 Spotify 商业模式的人来说，机会之窗可能已经打开。然而，今天购买现货可能只会被证明是一个好的长期策略，因为短期内的波动性不太可能消退。</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>Spotify Stock: Buy the Dip to Early-October Levels?<blockquote>Spotify 股票：逢低买入至 10 月初水平？</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\">\nSpotify Stock: Buy the Dip to Early-October Levels?<blockquote>Spotify 股票：逢低买入至 10 月初水平？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-29 23:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Spotify stock lost plenty of steam in November, following a post-Q3 earnings spike. Some may see the move as bearish, while others could find it an opportunity to buy SPOT cheaper.</p><p><blockquote>继第三季度后盈利飙升后，Spotify 股价在 11 月份大幅下跌。一些人可能认为这一举动是看跌的，而另一些人则可能认为这是一个以更低价格购买现货的机会。</blockquote></p><p> In late October, Spotify&nbsp;announced third quarter results. The numbers excited investors and sent Spotify stock&nbsp;up nearly 15% quickly. The key metric supporting bullishness was the large increase in the platform's MAUs (monthly active users) over the previous year, followed by an almost 30% YoY growth in revenue.</p><p><blockquote>10月下旬，Spotify公布了第三季度业绩。这些数字让投资者兴奋不已，Spotify 股价迅速上涨近 15%。支撑乐观情绪的关键指标是该平台的 MAU（月活跃用户）比上一年大幅增长，随后收入同比增长近 30%。</blockquote></p><p> However, almost a month after the earnings announcement, shares have dipped 10% and returned to the same levels of early October. Today, MavenFlix tries to make sense of what is happening with SPOT, and debates whether the recent drop can be considered a buying opportunity.</p><p><blockquote>然而，在财报公布近一个月后，股价下跌了10%，回到了10月初的水平。如今，MavenFlix 试图了解 SPOT 的情况，并讨论最近的下跌是否可以被视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a76b6dc048e3702eb0b6ef48bbc0409\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"><span>Figure 1: Spotify app icon.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：Spotify应用程序图标。</span></p></blockquote></p><p> <b>Recent downfall and a future opportunity</b></p><p><blockquote><b>最近的失败和未来的机会</b></blockquote></p><p> SPOT hit $205 per share in August and, since then, embarked on a strong bullish ride to six-month highs. However, in November, not long after the announcement of the company's third quarter results, Spotify stock dropped from a high of $300 to less than $250.</p><p><blockquote>SPOT 在 8 月份触及每股 205 美元，此后开始强劲看涨，升至六个月高点。然而，11 月，在该公司第三季度业绩公布后不久，Spotify 股价从 300 美元的高点跌至 250 美元以下。</blockquote></p><p> One of the possible causes for such decline is profit taking. If so, an opportunity to buy the dip could exist for those who like the fundamentals of the company, but that believed SPOT may have been too expensive or overvalued. Today, Spotify is trading at the lowest price in the last 3 months.</p><p><blockquote>这种下降的可能原因之一是获利了结。如果是这样的话，对于那些喜欢该公司基本面的人来说，可能存在逢低买入的机会，但认为该现货可能过于昂贵或被高估。如今，Spotify 的交易价格为过去 3 个月来的最低价格。</blockquote></p><p> <b>Podcast growth and ad revenue</b></p><p><blockquote><b>播客增长和广告收入</b></blockquote></p><p> Unlike what many might think, Spotify is not merely a music platform, but an audio one. Therefore, one should not only consider growth in the music streaming space when calculating the fair value of the stock.</p><p><blockquote>与许多人的想法不同，Spotify不仅仅是一个音乐平台，而是一个音频平台。因此，在计算股票的公允价值时，人们不应只考虑音乐流媒体领域的增长。</blockquote></p><p> As we discussed in “Spotify Earnings: Why The Stock Spiked On Q3 Results”, one of the most relevant growth drivers for Spotify today is podcast. This sub-segment of streaming audio is expanding fast and could become a substantial part of the company's P&amp;L in the foreseeable future.</p><p><blockquote>正如我们在 “Spotify 财报： 为什么第三季度业绩导致股价飙升 ”中讨论的那样，播客是当今 Spotify 最相关的增长动力之一。流媒体音频的这一细分市场正在快速扩张，并可能在可预见的未来成为公司损益的重要组成部分。</blockquote></p><p> With ad-supported accounts growing at the same rate as paid users, monetizing on podcasts is a key next step for Spotify. We think that this could be a catalyst pushing Spotify stock higher in the future – even if not in the next few weeks or months.</p><p><blockquote>随着广告支持的帐户以与付费用户相同的速度增长，播客货币化是Spotify下一步的关键。我们认为这可能是推动 Spotify 股价在未来走高的催化剂——即使不是在未来几周或几个月内。</blockquote></p><p> <b>Spotify dominates audio streaming</b></p><p><blockquote><b>Spotify 主导音频流媒体</b></blockquote></p><p> Spotify has one of the largest music libraries. However, we do not think that this sets the company apart from its competitors. Apple and Amazon, for example, continue to invest their bottomless piles of cash to boost their platforms’ content offerings as well.</p><p><blockquote>Spotify拥有最大的音乐库之一。然而，我们并不认为这使该公司有别于竞争对手。例如，苹果和亚马逊也在继续投入大量现金，以提高其平台的内容产品。</blockquote></p><p> What makes Spotify stand out, in our view, is its footprint in audio streaming. Despite the growth prospects, the market is still concentrated in the hands of few players, unlike what happens in video streaming. Spotify has clear market dominance, as the chart below depicts.</p><p><blockquote>在我们看来，让Spotify脱颖而出的是它在音频流媒体领域的足迹。尽管有增长前景，但市场仍然集中在少数参与者手中，这与视频流不同。如下图所示，Spotify 拥有明显的市场主导地位。</blockquote></p><p> The investments in podcasts should only help Spotify to establish itself at the top for years to come. Currently, there are about 2.6 million podcast titles available on the platform.</p><p><blockquote>对播客的投资只会帮助Spotify在未来几年确立自己的领先地位。目前，该平台上大约有260万个播客标题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab561adf751b756fe06b8fa8d2bff0ee\" tg-width=\"609\" tg-height=\"458\" width=\"100%\" height=\"auto\"><span>Figure 2: Music streaming market share.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：音乐流媒体市场份额。</span></p></blockquote></p><p> <b>Our view</b></p><p><blockquote><b>我们的观点</b></blockquote></p><p> After Spotify stock dropped more than 10% since the beginning of November, a window of opportunity may have opened for those who appreciate Spotify's business model. Buying SPOT today, however, may only prove to be a good long-term strategy, since volatility in the short term in unlikely to subside.</p><p><blockquote>自 11 月初以来，Spotify 股价下跌超过 10%，对于那些欣赏 Spotify 商业模式的人来说，机会之窗可能已经打开。然而，今天购买现货可能只会被证明是一个好的长期策略，因为短期内的波动性不太可能消退。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/streaming/spot/buy-spotify-stock-at-pre-q3-earnings-levels\">TheStreet</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":{"SPOT":"Spotify Technology S.A."},"source_url":"https://www.thestreet.com/streaming/spot/buy-spotify-stock-at-pre-q3-earnings-levels","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180693909","content_text":"Spotify stock lost plenty of steam in November, following a post-Q3 earnings spike. Some may see the move as bearish, while others could find it an opportunity to buy SPOT cheaper.\nIn late October, Spotify announced third quarter results. The numbers excited investors and sent Spotify stock up nearly 15% quickly. The key metric supporting bullishness was the large increase in the platform's MAUs (monthly active users) over the previous year, followed by an almost 30% YoY growth in revenue.\nHowever, almost a month after the earnings announcement, shares have dipped 10% and returned to the same levels of early October. Today, MavenFlix tries to make sense of what is happening with SPOT, and debates whether the recent drop can be considered a buying opportunity.\nFigure 1: Spotify app icon.\nRecent downfall and a future opportunity\nSPOT hit $205 per share in August and, since then, embarked on a strong bullish ride to six-month highs. However, in November, not long after the announcement of the company's third quarter results, Spotify stock dropped from a high of $300 to less than $250.\nOne of the possible causes for such decline is profit taking. If so, an opportunity to buy the dip could exist for those who like the fundamentals of the company, but that believed SPOT may have been too expensive or overvalued. Today, Spotify is trading at the lowest price in the last 3 months.\nPodcast growth and ad revenue\nUnlike what many might think, Spotify is not merely a music platform, but an audio one. Therefore, one should not only consider growth in the music streaming space when calculating the fair value of the stock.\nAs we discussed in “Spotify Earnings: Why The Stock Spiked On Q3 Results”, one of the most relevant growth drivers for Spotify today is podcast. This sub-segment of streaming audio is expanding fast and could become a substantial part of the company's P&L in the foreseeable future.\nWith ad-supported accounts growing at the same rate as paid users, monetizing on podcasts is a key next step for Spotify. We think that this could be a catalyst pushing Spotify stock higher in the future – even if not in the next few weeks or months.\nSpotify dominates audio streaming\nSpotify has one of the largest music libraries. However, we do not think that this sets the company apart from its competitors. Apple and Amazon, for example, continue to invest their bottomless piles of cash to boost their platforms’ content offerings as well.\nWhat makes Spotify stand out, in our view, is its footprint in audio streaming. Despite the growth prospects, the market is still concentrated in the hands of few players, unlike what happens in video streaming. Spotify has clear market dominance, as the chart below depicts.\nThe investments in podcasts should only help Spotify to establish itself at the top for years to come. Currently, there are about 2.6 million podcast titles available on the platform.\nFigure 2: Music streaming market share.\nOur view\nAfter Spotify stock dropped more than 10% since the beginning of November, a window of opportunity may have opened for those who appreciate Spotify's business model. Buying SPOT today, however, may only prove to be a good long-term strategy, since volatility in the short term in unlikely to subside.","news_type":1,"symbols_score_info":{"SPOT":0.9}},"isVote":1,"tweetType":1,"viewCount":1379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600156617,"gmtCreate":1638102335910,"gmtModify":1638102336049,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600156617","repostId":"1183215653","repostType":4,"repost":{"id":"1183215653","kind":"news","pubTimestamp":1638064282,"share":"https://www.laohunote.com/m/news/1183215653?lang=zh_CN&edition=full","pubTime":"2021-11-28 09:51","market":"us","language":"en","title":"3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond<blockquote>2021 年及以后值得购买的 3 只领先软件即服务股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183215653","media":"Motley Fool","summary":"Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscr","content":"<p>Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral to the operations of organizations that use it, customers are likely to stick with the providers they sign with, and expand their business with them over time. Also, software has minimal costs for physical production and distribution, allowing these companies to operate withhigh gross margins.</p><p><blockquote>软件即服务 (SaaS) 股票可能是非常有利可图的投资。商业模式是基于订阅的，这让客户每月支付费用。由于该软件通常成为使用该软件的组织运营不可或缺的一部分，因此客户可能会坚持与他们签约的提供商合作，并随着时间的推移扩大与他们的业务。此外，软件的实体生产和分销成本极低，使这些公司能够以高毛利率运营。</blockquote></p><p> Three top SaaS stocks that investors should consider today are&nbsp;<a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a>,&nbsp;<a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a>, and&nbsp;<a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a>.</p><p><blockquote>投资者今天应该考虑的三只顶级 SaaS 股票是<a href=\"https://laohu8.com/S/SHOP\"><b>商店</b></a>, <a href=\"https://laohu8.com/S/PCOR\"><b>普罗科尔</b></a>，和<a href=\"https://laohu8.com/S/TWLO\"><b>特维利奥</b></a>.</blockquote></p><p> <a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/SHOP\"><b>商店</b></a></blockquote></p><p> This Canadian e-commerce giant provides businesses with an online presence. With options well-priced for businesses of any size, Shopify provides even the humblest start-ups with an affordable way to reach customers across the internet. It also provides marketing and payment processing tools.</p><p><blockquote>这家加拿大电子商务巨头为企业提供在线业务。Shopify为任何规模的企业提供价格合理的选择，即使是最卑微的初创企业也提供了一种通过互联网接触客户的负担得起的方式。它还提供营销和支付处理工具。</blockquote></p><p> According to eMarketer, Shopify's platform facilitated the second-largest share of U.S. e-commerce sales last year -- behind only&nbsp;<b>Amazon</b>, and ahead of even huge retailers like&nbsp;<b>Walmart</b>&nbsp;or marketplace operators like&nbsp;<b>eBay.</b></p><p><blockquote>根据 eMarketer 的数据，Shopify 的平台去年在美国电子商务销售额中占据了第二大份额，仅次于<b>亚马逊</b>甚至领先于大型零售商<b>沃尔玛</b>或者市场运营商喜欢<b>易趣。</b></blockquote></p><p> While it's still far behind Amazon in terms of market share, during the third quarter, Shopify grew its revenue by 46% as its gross merchandise volume (GMV) grew by 35% to $41.8 billion. Additionally, it has more than $7.5 billion of cash on its balance sheet -- money it can put to work growing its operations.</p><p><blockquote>虽然在市场份额方面仍然远远落后于亚马逊，但在第三季度，Shopify 的收入增长了 46%，其商品总量 (GMV) 增长了 35%，达到 418 亿美元。此外，该公司的资产负债表上还有超过 75 亿美元的现金——这笔钱可以用于发展业务。</blockquote></p><p> Shopify has been a remarkable stock over the last five years, up over 3,500%. Yet, management expects its GMV to increase faster than commerce Q4 commerce in general. It also has long-term goals to create a fulfillment network and develop a business-to-business platform. With ambitious expansion plans and growth ahead, every growth investor should consider owning Shopify.</p><p><blockquote>Shopify 在过去五年中一直是一只出色的股票，上涨了 3,500% 以上。然而，管理层预计其 GMV 的增长速度将快于第四季度商业总体增长速度。它还有创建履行网络和开发企业对企业平台的长期目标。随着雄心勃勃的扩张计划和未来的增长，每个成长型投资者都应该考虑拥有Shopify。</blockquote></p><p> <a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/PCOR\"><b>普罗科尔</b></a></blockquote></p><p> Procore's SaaS offering targets the construction industry. It allows owners, contractors, and sub-contractors to connect with each other and gather all the information about a project in a single location.Construction is one of the last industriesto join the SaaS revolution and Procore is leading the way.</p><p><blockquote>Procore的SaaS产品针对建筑行业。它允许业主、承包商和分包商相互联系，并在一个位置收集有关项目的所有信息。建筑业是最后加入SaaS革命的行业之一，Procore正在引领这一潮流。</blockquote></p><p> Its revenue grew at a solid 30% rate in Q3 to $132 million, and it produced free cash flow of $6.5 million. Unlike many SaaS companies, Procore is not putting its focus on expanding as quickly as possible. Instead, it lets customers find its platform organically. It does this by letting paying customers add non-paying users to a project. After those businesses realize the benefits of managing projects with Procore, they are more likely to join up and become paying customers.</p><p><blockquote>其第三季度收入稳步增长 30%，达到 1.32 亿美元，自由现金流为 650 万美元。与许多SaaS公司不同，Procore并没有把重点放在尽快扩张上。相反，它让客户有机地找到它的平台。它通过让付费客户将非付费用户添加到项目中来实现这一点。在这些企业意识到使用Procore管理项目的好处后，他们更有可能加入并成为付费客户。</blockquote></p><p> Procore is at a much earlier stage of its growth than Shopify; it believes it has captured 2% of its potential customers, and less than half of its current customers subscribe to four or more of its 13 products. Its worldwide expansion is progressing; Procore will begin operating in France and Germany next year, for example.</p><p><blockquote>Procore 的发展阶段比 Shopify 要早得多；它认为自己已经获得了 2% 的潜在客户，而目前只有不到一半的客户订阅了其 13 种产品中的 4 种或更多。它的全球扩张正在取得进展；例如，Procore 将于明年开始在法国和德国运营。</blockquote></p><p> <b>Autodesk</b>&nbsp;(NASDAQ:ADSK)&nbsp;competes against Procore with its Construction Cloud product. However, Procore expects global construction spending to reach $14 trillion in 2025. As such, the construction management software space has plenty of room for multiple players. If it can channel even 5% of spending through its platform, Procore will be a successful investment.</p><p><blockquote><b>欧特克</b>（纳斯达克股票代码：ADSK）凭借其建筑云产品与 Procore 竞争。然而，Procore 预计 2025 年全球建筑支出将达到 14 万亿美元。因此，施工管理软件空间有足够的空间容纳多个参与者。如果它能通过其平台引导哪怕5%的支出，Procore将是一项成功的投资。</blockquote></p><p> With a large growth runway ahead, Procore is a great SaaS stock for the future.</p><p><blockquote>凭借巨大的增长跑道，Procore 是未来优秀的 SaaS 股票。</blockquote></p><p> <a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/TWLO\"><b>特维利奥</b></a></blockquote></p><p> If you've ever communicated with a business through text messages, chances are Twilio assisted with that. It provides application programming interfaces (APIs) so businesses can build communication tools without needing their own software engineers. It features a usage-based pricing model that generates more revenue for Twilio as its customers grow.</p><p><blockquote>如果你曾经通过短信与企业交流过，Twilio很可能会在这方面得到帮助。它提供应用程序编程接口（API），因此企业可以构建通信工具，而不需要自己的软件工程师。它采用基于使用情况的定价模型，随着客户的增长，为 Twilio 创造更多收入。</blockquote></p><p> Twilio is growing the fastest of these three companies, with Q3 revenue up 65% year over year. It also has an impressive revenue net expansion rate of 131%, meaning existing customers spent 31% more in the quarter than in the prior-year period. And while some of Twilio's growth did come via acquiring companies, its organic growth rate sits at a still-impressive 38%. Concentration risk is being reduced as only 11% of total revenue is attributed to its top 10 accounts down from 14% during Q3 last year.</p><p><blockquote>Twilio 是这三家公司中增长最快的，第三季度收入同比增长 65%。它还拥有令人印象深刻的 131% 的净收入增长率，这意味着现有客户本季度的支出比去年同期增加了 31%。虽然 Twilio 的部分增长确实是通过收购公司实现的，但其有机增长率仍然高达 38%，令人印象深刻。集中风险正在降低，因为总收入中只有 11% 来自前 10 名客户，低于去年第三季度的 14%。</blockquote></p><p> Businesses' desire and need to communicate with customers will only increase, and Twilio is making that easier for them. Management is committed to achieving organic growth of 30% or more annually over the next three years, which would increase its revenue to more than $5.5 billion using Q3 trailing-twelve-month revenue.</p><p><blockquote>企业与客户沟通的愿望和需求只会增加，而Twilio正在让他们更容易做到这一点。管理层致力于在未来三年内实现每年 30% 或以上的有机增长，这将使其第三季度过去 12 个月的收入增加到 55 亿美元以上。</blockquote></p><p></p><p> Twilio shows no signs of slowing down and investors should take note.</p><p><blockquote>Twilio 没有表现出放缓的迹象，投资者应该注意。</blockquote></p><p> With all three of these stocks, valuation is a concern. While Twilio and Procore stock's price-to-sales ratio has recently come down, Shopify's has remained fairly steady. Shopify is also valued higher than the other two because the market believes its e-commerce opportunity is massive. Even at these levels, valuation still represents a potential investment risk. However, each deserves a high multiple because of strong execution and future expectations. Should one of the companies begin failing, the valuation will fall to reflect forward sentiment. Exciting growth prospects often come with valuation risks, and it's up to the companies to fulfill their long-term promise.</p><p><blockquote>对于这三只股票来说，估值都是一个问题。虽然 Twilio 和 Procore 股票的市销率最近有所下降，但 Shopify 的市销率保持相当稳定。Shopify 的估值也高于其他两家，因为市场认为其电子商务机会巨大。即使在这些水平上，估值仍然代表着潜在的投资风险。然而，由于强大的执行力和未来的预期，每个都值得高倍数。如果其中一家公司开始倒闭，估值将会下降以反映前瞻性情绪。令人兴奋的增长前景往往伴随着估值风险，这取决于公司是否履行其长期承诺。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e6bb9a9a2f064d66040f79ad93086bb1\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As the world becomes more connected, SaaS offerings provide businesses with powerful tools they can use to increase their effectiveness and productivity. Wise investors should consider purchasing all three of these stocks but must beware of the risks. Holding onto these stocks looks like a great way to beat the market over the long term.</p><p><blockquote>随着世界变得更加互联，SaaS产品为企业提供了强大的工具，他们可以使用这些工具来提高他们的效率和生产力。明智的投资者应该考虑购买这三只股票，但必须小心风险。从长远来看，持有这些股票看起来是战胜市场的好方法。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond<blockquote>2021 年及以后值得购买的 3 只领先软件即服务股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond<blockquote>2021 年及以后值得购买的 3 只领先软件即服务股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-28 09:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral to the operations of organizations that use it, customers are likely to stick with the providers they sign with, and expand their business with them over time. Also, software has minimal costs for physical production and distribution, allowing these companies to operate withhigh gross margins.</p><p><blockquote>软件即服务 (SaaS) 股票可能是非常有利可图的投资。商业模式是基于订阅的，这让客户每月支付费用。由于该软件通常成为使用该软件的组织运营不可或缺的一部分，因此客户可能会坚持与他们签约的提供商合作，并随着时间的推移扩大与他们的业务。此外，软件的实体生产和分销成本极低，使这些公司能够以高毛利率运营。</blockquote></p><p> Three top SaaS stocks that investors should consider today are&nbsp;<a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a>,&nbsp;<a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a>, and&nbsp;<a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a>.</p><p><blockquote>投资者今天应该考虑的三只顶级 SaaS 股票是<a href=\"https://laohu8.com/S/SHOP\"><b>商店</b></a>, <a href=\"https://laohu8.com/S/PCOR\"><b>普罗科尔</b></a>，和<a href=\"https://laohu8.com/S/TWLO\"><b>特维利奥</b></a>.</blockquote></p><p> <a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/SHOP\"><b>商店</b></a></blockquote></p><p> This Canadian e-commerce giant provides businesses with an online presence. With options well-priced for businesses of any size, Shopify provides even the humblest start-ups with an affordable way to reach customers across the internet. It also provides marketing and payment processing tools.</p><p><blockquote>这家加拿大电子商务巨头为企业提供在线业务。Shopify为任何规模的企业提供价格合理的选择，即使是最卑微的初创企业也提供了一种通过互联网接触客户的负担得起的方式。它还提供营销和支付处理工具。</blockquote></p><p> According to eMarketer, Shopify's platform facilitated the second-largest share of U.S. e-commerce sales last year -- behind only&nbsp;<b>Amazon</b>, and ahead of even huge retailers like&nbsp;<b>Walmart</b>&nbsp;or marketplace operators like&nbsp;<b>eBay.</b></p><p><blockquote>根据 eMarketer 的数据，Shopify 的平台去年在美国电子商务销售额中占据了第二大份额，仅次于<b>亚马逊</b>甚至领先于大型零售商<b>沃尔玛</b>或者市场运营商喜欢<b>易趣。</b></blockquote></p><p> While it's still far behind Amazon in terms of market share, during the third quarter, Shopify grew its revenue by 46% as its gross merchandise volume (GMV) grew by 35% to $41.8 billion. Additionally, it has more than $7.5 billion of cash on its balance sheet -- money it can put to work growing its operations.</p><p><blockquote>虽然在市场份额方面仍然远远落后于亚马逊，但在第三季度，Shopify 的收入增长了 46%，其商品总量 (GMV) 增长了 35%，达到 418 亿美元。此外，该公司的资产负债表上还有超过 75 亿美元的现金——这笔钱可以用于发展业务。</blockquote></p><p> Shopify has been a remarkable stock over the last five years, up over 3,500%. Yet, management expects its GMV to increase faster than commerce Q4 commerce in general. It also has long-term goals to create a fulfillment network and develop a business-to-business platform. With ambitious expansion plans and growth ahead, every growth investor should consider owning Shopify.</p><p><blockquote>Shopify 在过去五年中一直是一只出色的股票，上涨了 3,500% 以上。然而，管理层预计其 GMV 的增长速度将快于第四季度商业总体增长速度。它还有创建履行网络和开发企业对企业平台的长期目标。随着雄心勃勃的扩张计划和未来的增长，每个成长型投资者都应该考虑拥有Shopify。</blockquote></p><p> <a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/PCOR\"><b>普罗科尔</b></a></blockquote></p><p> Procore's SaaS offering targets the construction industry. It allows owners, contractors, and sub-contractors to connect with each other and gather all the information about a project in a single location.Construction is one of the last industriesto join the SaaS revolution and Procore is leading the way.</p><p><blockquote>Procore的SaaS产品针对建筑行业。它允许业主、承包商和分包商相互联系，并在一个位置收集有关项目的所有信息。建筑业是最后加入SaaS革命的行业之一，Procore正在引领这一潮流。</blockquote></p><p> Its revenue grew at a solid 30% rate in Q3 to $132 million, and it produced free cash flow of $6.5 million. Unlike many SaaS companies, Procore is not putting its focus on expanding as quickly as possible. Instead, it lets customers find its platform organically. It does this by letting paying customers add non-paying users to a project. After those businesses realize the benefits of managing projects with Procore, they are more likely to join up and become paying customers.</p><p><blockquote>其第三季度收入稳步增长 30%，达到 1.32 亿美元，自由现金流为 650 万美元。与许多SaaS公司不同，Procore并没有把重点放在尽快扩张上。相反，它让客户有机地找到它的平台。它通过让付费客户将非付费用户添加到项目中来实现这一点。在这些企业意识到使用Procore管理项目的好处后，他们更有可能加入并成为付费客户。</blockquote></p><p> Procore is at a much earlier stage of its growth than Shopify; it believes it has captured 2% of its potential customers, and less than half of its current customers subscribe to four or more of its 13 products. Its worldwide expansion is progressing; Procore will begin operating in France and Germany next year, for example.</p><p><blockquote>Procore 的发展阶段比 Shopify 要早得多；它认为自己已经获得了 2% 的潜在客户，而目前只有不到一半的客户订阅了其 13 种产品中的 4 种或更多。它的全球扩张正在取得进展；例如，Procore 将于明年开始在法国和德国运营。</blockquote></p><p> <b>Autodesk</b>&nbsp;(NASDAQ:ADSK)&nbsp;competes against Procore with its Construction Cloud product. However, Procore expects global construction spending to reach $14 trillion in 2025. As such, the construction management software space has plenty of room for multiple players. If it can channel even 5% of spending through its platform, Procore will be a successful investment.</p><p><blockquote><b>欧特克</b>（纳斯达克股票代码：ADSK）凭借其建筑云产品与 Procore 竞争。然而，Procore 预计 2025 年全球建筑支出将达到 14 万亿美元。因此，施工管理软件空间有足够的空间容纳多个参与者。如果它能通过其平台引导哪怕5%的支出，Procore将是一项成功的投资。</blockquote></p><p> With a large growth runway ahead, Procore is a great SaaS stock for the future.</p><p><blockquote>凭借巨大的增长跑道，Procore 是未来优秀的 SaaS 股票。</blockquote></p><p> <a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/TWLO\"><b>特维利奥</b></a></blockquote></p><p> If you've ever communicated with a business through text messages, chances are Twilio assisted with that. It provides application programming interfaces (APIs) so businesses can build communication tools without needing their own software engineers. It features a usage-based pricing model that generates more revenue for Twilio as its customers grow.</p><p><blockquote>如果你曾经通过短信与企业交流过，Twilio很可能会在这方面得到帮助。它提供应用程序编程接口（API），因此企业可以构建通信工具，而不需要自己的软件工程师。它采用基于使用情况的定价模型，随着客户的增长，为 Twilio 创造更多收入。</blockquote></p><p> Twilio is growing the fastest of these three companies, with Q3 revenue up 65% year over year. It also has an impressive revenue net expansion rate of 131%, meaning existing customers spent 31% more in the quarter than in the prior-year period. And while some of Twilio's growth did come via acquiring companies, its organic growth rate sits at a still-impressive 38%. Concentration risk is being reduced as only 11% of total revenue is attributed to its top 10 accounts down from 14% during Q3 last year.</p><p><blockquote>Twilio 是这三家公司中增长最快的，第三季度收入同比增长 65%。它还拥有令人印象深刻的 131% 的净收入增长率，这意味着现有客户本季度的支出比去年同期增加了 31%。虽然 Twilio 的部分增长确实是通过收购公司实现的，但其有机增长率仍然高达 38%，令人印象深刻。集中风险正在降低，因为总收入中只有 11% 来自前 10 名客户，低于去年第三季度的 14%。</blockquote></p><p> Businesses' desire and need to communicate with customers will only increase, and Twilio is making that easier for them. Management is committed to achieving organic growth of 30% or more annually over the next three years, which would increase its revenue to more than $5.5 billion using Q3 trailing-twelve-month revenue.</p><p><blockquote>企业与客户沟通的愿望和需求只会增加，而Twilio正在让他们更容易做到这一点。管理层致力于在未来三年内实现每年 30% 或以上的有机增长，这将使其第三季度过去 12 个月的收入增加到 55 亿美元以上。</blockquote></p><p></p><p> Twilio shows no signs of slowing down and investors should take note.</p><p><blockquote>Twilio 没有表现出放缓的迹象，投资者应该注意。</blockquote></p><p> With all three of these stocks, valuation is a concern. While Twilio and Procore stock's price-to-sales ratio has recently come down, Shopify's has remained fairly steady. Shopify is also valued higher than the other two because the market believes its e-commerce opportunity is massive. Even at these levels, valuation still represents a potential investment risk. However, each deserves a high multiple because of strong execution and future expectations. Should one of the companies begin failing, the valuation will fall to reflect forward sentiment. Exciting growth prospects often come with valuation risks, and it's up to the companies to fulfill their long-term promise.</p><p><blockquote>对于这三只股票来说，估值都是一个问题。虽然 Twilio 和 Procore 股票的市销率最近有所下降，但 Shopify 的市销率保持相当稳定。Shopify 的估值也高于其他两家，因为市场认为其电子商务机会巨大。即使在这些水平上，估值仍然代表着潜在的投资风险。然而，由于强大的执行力和未来的预期，每个都值得高倍数。如果其中一家公司开始倒闭，估值将会下降以反映前瞻性情绪。令人兴奋的增长前景往往伴随着估值风险，这取决于公司是否履行其长期承诺。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e6bb9a9a2f064d66040f79ad93086bb1\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As the world becomes more connected, SaaS offerings provide businesses with powerful tools they can use to increase their effectiveness and productivity. Wise investors should consider purchasing all three of these stocks but must beware of the risks. Holding onto these stocks looks like a great way to beat the market over the long term.</p><p><blockquote>随着世界变得更加互联，SaaS产品为企业提供了强大的工具，他们可以使用这些工具来提高他们的效率和生产力。明智的投资者应该考虑购买这三只股票，但必须小心风险。从长远来看，持有这些股票看起来是战胜市场的好方法。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/27/3-leading-saas-stocks-to-buy-in-2021-and-beyond/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","TWLO":"Twilio Inc","PCOR":"Procore Technologies"},"source_url":"https://www.fool.com/investing/2021/11/27/3-leading-saas-stocks-to-buy-in-2021-and-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183215653","content_text":"Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral to the operations of organizations that use it, customers are likely to stick with the providers they sign with, and expand their business with them over time. Also, software has minimal costs for physical production and distribution, allowing these companies to operate withhigh gross margins.\nThree top SaaS stocks that investors should consider today are Shopify, Procore, and Twilio.\nShopify\nThis Canadian e-commerce giant provides businesses with an online presence. With options well-priced for businesses of any size, Shopify provides even the humblest start-ups with an affordable way to reach customers across the internet. It also provides marketing and payment processing tools.\nAccording to eMarketer, Shopify's platform facilitated the second-largest share of U.S. e-commerce sales last year -- behind only Amazon, and ahead of even huge retailers like Walmart or marketplace operators like eBay.\nWhile it's still far behind Amazon in terms of market share, during the third quarter, Shopify grew its revenue by 46% as its gross merchandise volume (GMV) grew by 35% to $41.8 billion. Additionally, it has more than $7.5 billion of cash on its balance sheet -- money it can put to work growing its operations.\nShopify has been a remarkable stock over the last five years, up over 3,500%. Yet, management expects its GMV to increase faster than commerce Q4 commerce in general. It also has long-term goals to create a fulfillment network and develop a business-to-business platform. With ambitious expansion plans and growth ahead, every growth investor should consider owning Shopify.\nProcore\nProcore's SaaS offering targets the construction industry. It allows owners, contractors, and sub-contractors to connect with each other and gather all the information about a project in a single location.Construction is one of the last industriesto join the SaaS revolution and Procore is leading the way.\nIts revenue grew at a solid 30% rate in Q3 to $132 million, and it produced free cash flow of $6.5 million. Unlike many SaaS companies, Procore is not putting its focus on expanding as quickly as possible. Instead, it lets customers find its platform organically. It does this by letting paying customers add non-paying users to a project. After those businesses realize the benefits of managing projects with Procore, they are more likely to join up and become paying customers.\nProcore is at a much earlier stage of its growth than Shopify; it believes it has captured 2% of its potential customers, and less than half of its current customers subscribe to four or more of its 13 products. Its worldwide expansion is progressing; Procore will begin operating in France and Germany next year, for example.\nAutodesk (NASDAQ:ADSK) competes against Procore with its Construction Cloud product. However, Procore expects global construction spending to reach $14 trillion in 2025. As such, the construction management software space has plenty of room for multiple players. If it can channel even 5% of spending through its platform, Procore will be a successful investment.\nWith a large growth runway ahead, Procore is a great SaaS stock for the future.\nTwilio\nIf you've ever communicated with a business through text messages, chances are Twilio assisted with that. It provides application programming interfaces (APIs) so businesses can build communication tools without needing their own software engineers. It features a usage-based pricing model that generates more revenue for Twilio as its customers grow.\nTwilio is growing the fastest of these three companies, with Q3 revenue up 65% year over year. It also has an impressive revenue net expansion rate of 131%, meaning existing customers spent 31% more in the quarter than in the prior-year period. And while some of Twilio's growth did come via acquiring companies, its organic growth rate sits at a still-impressive 38%. Concentration risk is being reduced as only 11% of total revenue is attributed to its top 10 accounts down from 14% during Q3 last year.\nBusinesses' desire and need to communicate with customers will only increase, and Twilio is making that easier for them. Management is committed to achieving organic growth of 30% or more annually over the next three years, which would increase its revenue to more than $5.5 billion using Q3 trailing-twelve-month revenue.\nTwilio shows no signs of slowing down and investors should take note.\nWith all three of these stocks, valuation is a concern. While Twilio and Procore stock's price-to-sales ratio has recently come down, Shopify's has remained fairly steady. Shopify is also valued higher than the other two because the market believes its e-commerce opportunity is massive. Even at these levels, valuation still represents a potential investment risk. However, each deserves a high multiple because of strong execution and future expectations. Should one of the companies begin failing, the valuation will fall to reflect forward sentiment. Exciting growth prospects often come with valuation risks, and it's up to the companies to fulfill their long-term promise.\n\nAs the world becomes more connected, SaaS offerings provide businesses with powerful tools they can use to increase their effectiveness and productivity. Wise investors should consider purchasing all three of these stocks but must beware of the risks. Holding onto these stocks looks like a great way to beat the market over the long term.","news_type":1,"symbols_score_info":{"SHOP":0.9,"PCOR":0.9,"TWLO":0.9}},"isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600073777,"gmtCreate":1638023770424,"gmtModify":1638023770590,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600073777","repostId":"1187736093","repostType":4,"repost":{"id":"1187736093","kind":"news","pubTimestamp":1637973799,"share":"https://www.laohunote.com/m/news/1187736093?lang=zh_CN&edition=full","pubTime":"2021-11-27 08:43","market":"us","language":"en","title":"Amazon faces Black Friday strikes by workers across Europe<blockquote>亚马逊面临欧洲各地工人的黑色星期五罢工</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187736093","media":"CNN","summary":"Amazon(AMZN)is facing strikes by warehouse workers and delivery drivers across Europe as its busiest","content":"<p>Amazon(AMZN)is facing strikes by warehouse workers and delivery drivers across Europe as its busiest weekend of the year begins.</p><p><blockquote>随着一年中最繁忙的周末的开始，亚马逊 (AMZN) 面临着欧洲各地仓库工人和送货司机的罢工。</blockquote></p><p> Labor unions in Germany, Italy and France are calling for the company to pay its workers fairly and respect their right to join unions. The strikes have been called to coincide with Amazon's annual Black Friday event, which kicks off a four-day shopping bonanza that culminates in Cyber Monday.</p><p><blockquote>德国、意大利和法国的工会呼吁该公司向工人支付公平的工资，并尊重他们加入工会的权利。据称，此次罢工恰逢亚马逊一年一度的黑色星期五活动，该活动拉开了为期四天的购物狂欢的序幕，并在网络星期一达到高潮。</blockquote></p><p> The action is part of a wider global protest organized by a group called Make Amazon Pay. The coalition of unions, environmentalists and tax campaigners has called for protests in22 countries around the world, including the United States, Canada, Brazil, and the United Kingdom.</p><p><blockquote>这一行动是由一个名为“让亚马逊支付”的组织组织的更广泛的全球抗议活动的一部分。由工会、环保主义者和税收活动家组成的联盟呼吁在全球22个国家举行抗议活动，包括美国、加拿大、巴西和英国。</blockquote></p><p> The international coalition is also demanding that Amazon \"pays its fair share of taxes and commits to real environmental sustainability.\"</p><p><blockquote>国际联盟还要求亚马逊“缴纳公平份额的税款，并致力于真正的环境可持续性”。</blockquote></p><p> An Amazon spokesperson said that the groups represented a variety of interests, and while the company was \"not perfect in any area\" it was taking its role and impact seriously.\"</p><p><blockquote>亚马逊发言人表示，这些团体代表了各种利益，虽然该公司“在任何领域都不完美”，但它正在认真对待自己的角色和影响。”</blockquote></p><p> We are inventing and investing significantly in all these areas, playing a significant role in addressing climate change with the Climate Pledge commitment to be net zero carbon by 2040, continuing to offer competitive wages and great benefits, and inventing new ways to keep our employees safe and healthy in our operations network, to name just a few,\" the spokesperson added.</p><p><blockquote>我们正在所有这些领域进行发明和大量投资，在应对气候变化方面发挥着重要作用，气候承诺承诺到 2040 年实现净零碳排放，继续提供有竞争力的工资和丰厚的福利，并发明新的方法来确保我们的员工在我们的运营网络中的安全和健康，仅举几例，”发言人补充道。</blockquote></p><p> Some of its workers are not convinced.</p><p><blockquote>它的一些工人并不相信。</blockquote></p><p> Germany's giant Verdi union organized a strike of warehouse workers to coincide with the launch in Berlin of \"Amazon Workers against Surveillance,\" a group protesting the company's \"use of apps, hand scanners, browser tools and cameras to surveil its workforce 24/7.\"</p><p><blockquote>德国巨头威尔第工会组织了一场仓库工人罢工，以配合“亚马逊工人反对监控”在柏林发起，该组织抗议该公司“使用应用程序、手持扫描仪、浏览器工具和摄像头全天候监控其员工”。</blockquote></p><p> \"Working almost anywhere at Amazon is stressful and hazardous to one's health,\" the group said in a statement on its website.</p><p><blockquote>该组织在其网站上的一份声明中表示：“在亚马逊的几乎任何地方工作都充满压力，并且对健康有害。”</blockquote></p><p> In Italy, workers are planning to blockade warehouses and trucks at all Amazon centers across the country, and thousands of drivers are set to strike on Friday.</p><p><blockquote>在意大利，工人们计划封锁全国所有亚马逊中心的仓库和卡车，数千名司机将于周五举行罢工。</blockquote></p><p> Warehouse workers are also striking in France, including at a logistics center in Lille, in support of demands for wage increases and bonuses, and an end to compulsory overtime.</p><p><blockquote>法国的仓库工人也在罢工，包括里尔的一个物流中心，以支持加薪和奖金以及结束强制加班的要求。</blockquote></p><p> They told CNN that Amazon has asked employees to work on all four Saturdays during December, in addition to their usual hours. For this overtime, they would get a bonus of €120 euros ($136) subject to certain conditions, the workers said.</p><p><blockquote>他们告诉美国有线电视新闻网，亚马逊要求员工除了平时的工作时间外，在12月的所有四个星期六都工作。工人们说，对于这次加班，他们将在特定条件下获得120欧元（136美元）的奖金。</blockquote></p><p> It's not clear how disruptive the strikes will be for Amazon, but this holiday shopping season is proving tough for retailers trying to satisfy strongconsumer demandin the face of supply chain disruptions, and shortages of workers and some goods.</p><p><blockquote>目前尚不清楚罢工会对亚马逊造成多大的破坏，但面对供应链中断、工人和一些商品短缺，这个假日购物季对于试图满足消费者强烈需求的零售商来说是艰难的。</blockquote></p><p> Make Amazon Pay was launched a year ago after 50 organizations held strikes and protests in 16 countries around the world, the coalition said.</p><p><blockquote>该联盟表示，一年前，在全球 16 个国家的 50 个组织举行罢工和抗议后，Make Amazon Pay 发起。</blockquote></p><p> \"Today's actions show the scale of resistance to Amazon's exploitation at every link in its chain of abuse,\" said Casper Gelderblom, a coordinator of the group.</p><p><blockquote>该组织协调员卡斯帕·格尔德布洛姆 (Casper Gelderblom) 表示：“今天的行动表明，人们对亚马逊滥用链条中每个环节的剥削行为都存在抵制。”</blockquote></p><p> \"Workers throughout the supply chain are demanding what's rightfully theirs when even Jeff Bezos admits their labor paid for his recent joy ride to space,\" he added.</p><p><blockquote>他补充说：“整个供应链的工人都在要求他们应得的东西，就连杰夫·贝索斯也承认，他们的劳动报酬是他最近愉快地进入太空的报酬。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon faces Black Friday strikes by workers across Europe<blockquote>亚马逊面临欧洲各地工人的黑色星期五罢工</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon faces Black Friday strikes by workers across Europe<blockquote>亚马逊面临欧洲各地工人的黑色星期五罢工</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-11-27 08:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Amazon(AMZN)is facing strikes by warehouse workers and delivery drivers across Europe as its busiest weekend of the year begins.</p><p><blockquote>随着一年中最繁忙的周末的开始，亚马逊 (AMZN) 面临着欧洲各地仓库工人和送货司机的罢工。</blockquote></p><p> Labor unions in Germany, Italy and France are calling for the company to pay its workers fairly and respect their right to join unions. The strikes have been called to coincide with Amazon's annual Black Friday event, which kicks off a four-day shopping bonanza that culminates in Cyber Monday.</p><p><blockquote>德国、意大利和法国的工会呼吁该公司向工人支付公平的工资，并尊重他们加入工会的权利。据称，此次罢工恰逢亚马逊一年一度的黑色星期五活动，该活动拉开了为期四天的购物狂欢的序幕，并在网络星期一达到高潮。</blockquote></p><p> The action is part of a wider global protest organized by a group called Make Amazon Pay. The coalition of unions, environmentalists and tax campaigners has called for protests in22 countries around the world, including the United States, Canada, Brazil, and the United Kingdom.</p><p><blockquote>这一行动是由一个名为“让亚马逊支付”的组织组织的更广泛的全球抗议活动的一部分。由工会、环保主义者和税收活动家组成的联盟呼吁在全球22个国家举行抗议活动，包括美国、加拿大、巴西和英国。</blockquote></p><p> The international coalition is also demanding that Amazon \"pays its fair share of taxes and commits to real environmental sustainability.\"</p><p><blockquote>国际联盟还要求亚马逊“缴纳公平份额的税款，并致力于真正的环境可持续性”。</blockquote></p><p> An Amazon spokesperson said that the groups represented a variety of interests, and while the company was \"not perfect in any area\" it was taking its role and impact seriously.\"</p><p><blockquote>亚马逊发言人表示，这些团体代表了各种利益，虽然该公司“在任何领域都不完美”，但它正在认真对待自己的角色和影响。”</blockquote></p><p> We are inventing and investing significantly in all these areas, playing a significant role in addressing climate change with the Climate Pledge commitment to be net zero carbon by 2040, continuing to offer competitive wages and great benefits, and inventing new ways to keep our employees safe and healthy in our operations network, to name just a few,\" the spokesperson added.</p><p><blockquote>我们正在所有这些领域进行发明和大量投资，在应对气候变化方面发挥着重要作用，气候承诺承诺到 2040 年实现净零碳排放，继续提供有竞争力的工资和丰厚的福利，并发明新的方法来确保我们的员工在我们的运营网络中的安全和健康，仅举几例，”发言人补充道。</blockquote></p><p> Some of its workers are not convinced.</p><p><blockquote>它的一些工人并不相信。</blockquote></p><p> Germany's giant Verdi union organized a strike of warehouse workers to coincide with the launch in Berlin of \"Amazon Workers against Surveillance,\" a group protesting the company's \"use of apps, hand scanners, browser tools and cameras to surveil its workforce 24/7.\"</p><p><blockquote>德国巨头威尔第工会组织了一场仓库工人罢工，以配合“亚马逊工人反对监控”在柏林发起，该组织抗议该公司“使用应用程序、手持扫描仪、浏览器工具和摄像头全天候监控其员工”。</blockquote></p><p> \"Working almost anywhere at Amazon is stressful and hazardous to one's health,\" the group said in a statement on its website.</p><p><blockquote>该组织在其网站上的一份声明中表示：“在亚马逊的几乎任何地方工作都充满压力，并且对健康有害。”</blockquote></p><p> In Italy, workers are planning to blockade warehouses and trucks at all Amazon centers across the country, and thousands of drivers are set to strike on Friday.</p><p><blockquote>在意大利，工人们计划封锁全国所有亚马逊中心的仓库和卡车，数千名司机将于周五举行罢工。</blockquote></p><p> Warehouse workers are also striking in France, including at a logistics center in Lille, in support of demands for wage increases and bonuses, and an end to compulsory overtime.</p><p><blockquote>法国的仓库工人也在罢工，包括里尔的一个物流中心，以支持加薪和奖金以及结束强制加班的要求。</blockquote></p><p> They told CNN that Amazon has asked employees to work on all four Saturdays during December, in addition to their usual hours. For this overtime, they would get a bonus of €120 euros ($136) subject to certain conditions, the workers said.</p><p><blockquote>他们告诉美国有线电视新闻网，亚马逊要求员工除了平时的工作时间外，在12月的所有四个星期六都工作。工人们说，对于这次加班，他们将在特定条件下获得120欧元（136美元）的奖金。</blockquote></p><p> It's not clear how disruptive the strikes will be for Amazon, but this holiday shopping season is proving tough for retailers trying to satisfy strongconsumer demandin the face of supply chain disruptions, and shortages of workers and some goods.</p><p><blockquote>目前尚不清楚罢工会对亚马逊造成多大的破坏，但面对供应链中断、工人和一些商品短缺，这个假日购物季对于试图满足消费者强烈需求的零售商来说是艰难的。</blockquote></p><p> Make Amazon Pay was launched a year ago after 50 organizations held strikes and protests in 16 countries around the world, the coalition said.</p><p><blockquote>该联盟表示，一年前，在全球 16 个国家的 50 个组织举行罢工和抗议后，Make Amazon Pay 发起。</blockquote></p><p> \"Today's actions show the scale of resistance to Amazon's exploitation at every link in its chain of abuse,\" said Casper Gelderblom, a coordinator of the group.</p><p><blockquote>该组织协调员卡斯帕·格尔德布洛姆 (Casper Gelderblom) 表示：“今天的行动表明，人们对亚马逊滥用链条中每个环节的剥削行为都存在抵制。”</blockquote></p><p> \"Workers throughout the supply chain are demanding what's rightfully theirs when even Jeff Bezos admits their labor paid for his recent joy ride to space,\" he added.</p><p><blockquote>他补充说：“整个供应链的工人都在要求他们应得的东西，就连杰夫·贝索斯也承认，他们的劳动报酬是他最近愉快地进入太空的报酬。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/11/26/tech/amazon-workers-strike-shopping-holiday/index.html\">CNN</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://edition.cnn.com/2021/11/26/tech/amazon-workers-strike-shopping-holiday/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187736093","content_text":"Amazon(AMZN)is facing strikes by warehouse workers and delivery drivers across Europe as its busiest weekend of the year begins.\nLabor unions in Germany, Italy and France are calling for the company to pay its workers fairly and respect their right to join unions. The strikes have been called to coincide with Amazon's annual Black Friday event, which kicks off a four-day shopping bonanza that culminates in Cyber Monday.\nThe action is part of a wider global protest organized by a group called Make Amazon Pay. The coalition of unions, environmentalists and tax campaigners has called for protests in22 countries around the world, including the United States, Canada, Brazil, and the United Kingdom.\nThe international coalition is also demanding that Amazon \"pays its fair share of taxes and commits to real environmental sustainability.\"\nAn Amazon spokesperson said that the groups represented a variety of interests, and while the company was \"not perfect in any area\" it was taking its role and impact seriously.\"\nWe are inventing and investing significantly in all these areas, playing a significant role in addressing climate change with the Climate Pledge commitment to be net zero carbon by 2040, continuing to offer competitive wages and great benefits, and inventing new ways to keep our employees safe and healthy in our operations network, to name just a few,\" the spokesperson added.\nSome of its workers are not convinced.\nGermany's giant Verdi union organized a strike of warehouse workers to coincide with the launch in Berlin of \"Amazon Workers against Surveillance,\" a group protesting the company's \"use of apps, hand scanners, browser tools and cameras to surveil its workforce 24/7.\"\n\"Working almost anywhere at Amazon is stressful and hazardous to one's health,\" the group said in a statement on its website.\nIn Italy, workers are planning to blockade warehouses and trucks at all Amazon centers across the country, and thousands of drivers are set to strike on Friday.\nWarehouse workers are also striking in France, including at a logistics center in Lille, in support of demands for wage increases and bonuses, and an end to compulsory overtime.\nThey told CNN that Amazon has asked employees to work on all four Saturdays during December, in addition to their usual hours. For this overtime, they would get a bonus of €120 euros ($136) subject to certain conditions, the workers said.\nIt's not clear how disruptive the strikes will be for Amazon, but this holiday shopping season is proving tough for retailers trying to satisfy strongconsumer demandin the face of supply chain disruptions, and shortages of workers and some goods.\nMake Amazon Pay was launched a year ago after 50 organizations held strikes and protests in 16 countries around the world, the coalition said.\n\"Today's actions show the scale of resistance to Amazon's exploitation at every link in its chain of abuse,\" said Casper Gelderblom, a coordinator of the group.\n\"Workers throughout the supply chain are demanding what's rightfully theirs when even Jeff Bezos admits their labor paid for his recent joy ride to space,\" he added.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877597815,"gmtCreate":1637940858028,"gmtModify":1637940858154,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/877597815","repostId":"1133091710","repostType":4,"isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877998791,"gmtCreate":1637854557191,"gmtModify":1637854557318,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877998791","repostId":"1184639734","repostType":4,"isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":877597815,"gmtCreate":1637940858028,"gmtModify":1637940858154,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/877597815","repostId":"1133091710","repostType":4,"isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176633829,"gmtCreate":1626878980961,"gmtModify":1633770145066,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"Y","listText":"Y","text":"Y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/176633829","repostId":"1144363960","repostType":4,"repost":{"id":"1144363960","kind":"news","pubTimestamp":1626877711,"share":"https://www.laohunote.com/m/news/1144363960?lang=zh_CN&edition=full","pubTime":"2021-07-21 22:28","market":"us","language":"en","title":"Behind The Market's Furious Reversal: Record High Skew<blockquote>市场剧烈逆转背后：创纪录的高偏差</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144363960","media":"zerohedge","summary":"At the end of June, when the S&P was making new all time highs day after day, and when the VIX was t","content":"<p>At the end of June, when the S&amp;P was making new all time highs day after day, and when the VIX was touching fresh 2021 lows, we cautioned that the skew index just hit a new all time high - meaning that put options have been unusually expensive relative to at-the-money options, helping support the put-heavy VIX index. As we further added, high skew, which compares put option prices with at-the-money option prices, has reached new all-time high,&nbsp;<b>and reflected investor perception that high volatility would return should markets sell off.</b></p><p><blockquote>6 月底，当标准普尔指数日复一日地创下历史新高，当 VIX 指数触及 2021 年新低时，我们警告说，倾斜指数刚刚创下历史新高——这意味着看跌期权相对于实值期权来说异常昂贵，有助于支撑以看跌期权为主的 VIX 指数。正如我们进一步补充的，将看跌期权价格与实值期权价格进行比较的高偏差已达到历史新高，<b>并反映了投资者的看法，即如果市场抛售，高波动性将会回归。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/b30d4664cf3c973cc1a86d743bcae379\" tg-width=\"746\" tg-height=\"464\" width=\"100%\" height=\"auto\">Commenting on this unusual move, we said that it shows that while on one hand traders seem complacent, they have never been more nervous that even a modest wobble in the market could start a crash. By extension,<b>\"</b><b><u>they have also never been more protected against a full-blown market crash</u></b><b>.\"</b></p><p><blockquote>在评论这一不寻常的举动时，我们说，这表明一方面交易者似乎很自满，但他们从未像现在这样紧张，因为即使是市场的轻微波动也可能引发崩盘。推而广之，<b>\"</b><b><u>面对全面的市场崩盘，它们也从未像现在这样受到保护</u></b><b>.\"</b></blockquote></p><p> So fast forward to the violent, if brief, air pocket (and hardly a full-blown crash) the market experienced late last week and on Monday, which saw stocks tumble the most in months... only to soar right after. In retrospect, traders have the record high skew to thank for that because while risk reversed sharply on Tuesday and continuing today, traders were fully hedged and ready to pounce.</p><p><blockquote>如此迅速地进入了上周晚些时候和周一市场经历的剧烈（尽管是短暂的）气穴（几乎不是全面崩盘），股市在几个月来跌幅最大……只是在那之后突然飙升。回想起来，交易员之所以有创纪录的高偏差，是因为尽管风险在周二急剧逆转并在今天继续，但交易员已经完全对冲并准备突袭。</blockquote></p><p> So following up on his observations from a month ago, when he first noted the record high skew, Goldman's derivatives strategist Rocky Fishman wrote that this week’s volatility pushed equity implied and realized volatility higher, with the VIX briefly hitting 25 during the day on Monday (19-Jul)...</p><p><blockquote>因此，高盛衍生品策略师洛基-菲什曼（Rocky Fishman）在一个月前首次注意到创纪录的高位偏差时写道，本周的波动性推高了股票隐含和实际波动性，VIX 指数在周一（7 月 19 日）白天短暂触及 25...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/44c28ca21fe15a17f5b7fa1e3236e5ad\" tg-width=\"651\" tg-height=\"375\" width=\"100%\" height=\"auto\">... even if in absolute terms vol is not high: three-week SPX realized vol (12.1%) is still below year-to-date realized vol (13.4%),and Tuesday’s rally brought the VIX back under 20. More importantly,<b>in response to record downside skew correctly implying that a sell-off would bring much higher volatility, skew has now moved even higher - at least for the S&amp;P 500.</b></p><p><blockquote>...即使从绝对值来看，成交量并不高： 三周 SPX 已实现成交量（12.1%）仍低于年初至今的已实现成交量（13.4%），周二的反弹使 VIX 指数回到了 20 点以下。更重要的是，<b>为了回应创纪录的下行倾斜正确地暗示抛售将带来更高的波动性，倾斜现在已经走得更高——至少对于标普500来说是这样。</b></blockquote></p><p> Some more observations from Fishman: \"although Tuesday’s large SPX move and drop in implied vol has reduced vol risk premium, the VIX remains high relative to recent realized vol.\"</p><p><blockquote>Fishman 的更多观察结果： “虽然周二 SPX 的大幅波动和隐含交易量的下降降低了交易量风险溢价，但相对于最近实现的交易量，VIX 指数仍然很高”。</blockquote></p><p> Furthermore, the SPX has not had one-month realized vol as high as the current VIX level (19.7) since November - indicating that options continue to be persistently expensive,<b>which also means that traders are hedging to outsized moves both higher and lower and any selloffs are likely to be fleeting as hedges are cashed in</b>.</p><p><blockquote>此外，自 11 月以来，SPX 的一个月实现交易量从未达到当前 VIX 水平 (19.7)，这表明期权仍然持续昂贵，<b>这也意味着交易员正在对冲大幅上涨和下跌，随着对冲兑现，任何抛售都可能转瞬即逝</b>.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/002e0c79da541efcfb85fe1e04e29088\" tg-width=\"644\" tg-height=\"397\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> That said, given the recent precedent for quick sell-offs to be followed quickly by low volatility, Goldman expects volatility to subside in the near term with more likelihood of a sustained increase in Q4, and a big reason for this is the persistently high index skew.</p><p><blockquote>也就是说，鉴于最近快速抛售之后很快就会出现低波动性的先例，高盛预计波动性将在短期内消退，第四季度持续增长的可能性更大，而造成这种情况的一个重要原因是指数持续偏高。</blockquote></p><p>   SPX index skew continues to be at near-record levels, which we see as driven by a lack of downside sellers  <b>as much as demand for hedging.</b>The strong reaction of the VIX to Monday’s sell-off, with the VIX up over six points at one point intraday,  <b>proved that high skew was justified - at least on a very local level....</b>on a more persistent sell-off, it would be difficult to sustain the level of implied volatility that skew would indicate.  Meanwhile, from a cross-asset standpoint, Fishman adds that if interest rates staying this low has the potential to be a catalyst for further equity upside (unless they plunge<i><b>too</b></i>fast), leaving the potential for near-term asymmetry in SPX potential returns that is the opposite of what option markets are implying.</p><p><blockquote>SPX 指数偏差继续处于接近创纪录水平，我们认为这是由于缺乏下行卖家造成的<b>和对冲需求一样多。</b>VIX 对周一的抛售反应强烈，VIX 盘中一度上涨超过 6 点、<b>证明了高度倾斜是合理的——至少在非常局部的层面上是如此…….</b>在更持久的抛售中，很难维持 skew 所表明的隐含波动水平。与此同时，从跨资产的角度来看，菲什曼补充说，如果利率保持在如此低的水平，就有可能成为股市进一步上涨的催化剂（除非利率暴跌<i><b>也</b></i>快速），这使得 SPX 潜在回报可能出现近期不对称，这与期权市场所暗示的相反。</blockquote></p><p> So how does one trade the persistently sticky record high skew? Goldman continues to like levered risk reversals as a way to take advantage of this dynamic: Sell a 17-Sep 3800-strike put (12.1% OTM) to fund 2x 4550-strike (5.2% OTM) calls for zero net premium. The trade would be subject to dollar-for-dollar losses shouldthe SPX close below the downside strike at expiration.</p><p><blockquote>那么，如何交易持续粘性的创纪录高偏差呢？高盛仍然喜欢杠杆风险逆转作为利用这种动态的一种方式：出售 9 月 17 日 3800 行使价看跌期权 (12.1% OTM)，以零净溢价为 2x 4550 行使价 (5.2% OTM) 评级提供资金。如果SPX在到期时收盘低于下行震荡，该交易将遭受美元对美元的损失。</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>Behind The Market's Furious Reversal: Record High Skew<blockquote>市场剧烈逆转背后：创纪录的高偏差</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\">\nBehind The Market's Furious Reversal: Record High Skew<blockquote>市场剧烈逆转背后：创纪录的高偏差</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-07-21 22:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>At the end of June, when the S&amp;P was making new all time highs day after day, and when the VIX was touching fresh 2021 lows, we cautioned that the skew index just hit a new all time high - meaning that put options have been unusually expensive relative to at-the-money options, helping support the put-heavy VIX index. As we further added, high skew, which compares put option prices with at-the-money option prices, has reached new all-time high,&nbsp;<b>and reflected investor perception that high volatility would return should markets sell off.</b></p><p><blockquote>6 月底，当标准普尔指数日复一日地创下历史新高，当 VIX 指数触及 2021 年新低时，我们警告说，倾斜指数刚刚创下历史新高——这意味着看跌期权相对于实值期权来说异常昂贵，有助于支撑以看跌期权为主的 VIX 指数。正如我们进一步补充的，将看跌期权价格与实值期权价格进行比较的高偏差已达到历史新高，<b>并反映了投资者的看法，即如果市场抛售，高波动性将会回归。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/b30d4664cf3c973cc1a86d743bcae379\" tg-width=\"746\" tg-height=\"464\" width=\"100%\" height=\"auto\">Commenting on this unusual move, we said that it shows that while on one hand traders seem complacent, they have never been more nervous that even a modest wobble in the market could start a crash. By extension,<b>\"</b><b><u>they have also never been more protected against a full-blown market crash</u></b><b>.\"</b></p><p><blockquote>在评论这一不寻常的举动时，我们说，这表明一方面交易者似乎很自满，但他们从未像现在这样紧张，因为即使是市场的轻微波动也可能引发崩盘。推而广之，<b>\"</b><b><u>面对全面的市场崩盘，它们也从未像现在这样受到保护</u></b><b>.\"</b></blockquote></p><p> So fast forward to the violent, if brief, air pocket (and hardly a full-blown crash) the market experienced late last week and on Monday, which saw stocks tumble the most in months... only to soar right after. In retrospect, traders have the record high skew to thank for that because while risk reversed sharply on Tuesday and continuing today, traders were fully hedged and ready to pounce.</p><p><blockquote>如此迅速地进入了上周晚些时候和周一市场经历的剧烈（尽管是短暂的）气穴（几乎不是全面崩盘），股市在几个月来跌幅最大……只是在那之后突然飙升。回想起来，交易员之所以有创纪录的高偏差，是因为尽管风险在周二急剧逆转并在今天继续，但交易员已经完全对冲并准备突袭。</blockquote></p><p> So following up on his observations from a month ago, when he first noted the record high skew, Goldman's derivatives strategist Rocky Fishman wrote that this week’s volatility pushed equity implied and realized volatility higher, with the VIX briefly hitting 25 during the day on Monday (19-Jul)...</p><p><blockquote>因此，高盛衍生品策略师洛基-菲什曼（Rocky Fishman）在一个月前首次注意到创纪录的高位偏差时写道，本周的波动性推高了股票隐含和实际波动性，VIX 指数在周一（7 月 19 日）白天短暂触及 25...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/44c28ca21fe15a17f5b7fa1e3236e5ad\" tg-width=\"651\" tg-height=\"375\" width=\"100%\" height=\"auto\">... even if in absolute terms vol is not high: three-week SPX realized vol (12.1%) is still below year-to-date realized vol (13.4%),and Tuesday’s rally brought the VIX back under 20. More importantly,<b>in response to record downside skew correctly implying that a sell-off would bring much higher volatility, skew has now moved even higher - at least for the S&amp;P 500.</b></p><p><blockquote>...即使从绝对值来看，成交量并不高： 三周 SPX 已实现成交量（12.1%）仍低于年初至今的已实现成交量（13.4%），周二的反弹使 VIX 指数回到了 20 点以下。更重要的是，<b>为了回应创纪录的下行倾斜正确地暗示抛售将带来更高的波动性，倾斜现在已经走得更高——至少对于标普500来说是这样。</b></blockquote></p><p> Some more observations from Fishman: \"although Tuesday’s large SPX move and drop in implied vol has reduced vol risk premium, the VIX remains high relative to recent realized vol.\"</p><p><blockquote>Fishman 的更多观察结果： “虽然周二 SPX 的大幅波动和隐含交易量的下降降低了交易量风险溢价，但相对于最近实现的交易量，VIX 指数仍然很高”。</blockquote></p><p> Furthermore, the SPX has not had one-month realized vol as high as the current VIX level (19.7) since November - indicating that options continue to be persistently expensive,<b>which also means that traders are hedging to outsized moves both higher and lower and any selloffs are likely to be fleeting as hedges are cashed in</b>.</p><p><blockquote>此外，自 11 月以来，SPX 的一个月实现交易量从未达到当前 VIX 水平 (19.7)，这表明期权仍然持续昂贵，<b>这也意味着交易员正在对冲大幅上涨和下跌，随着对冲兑现，任何抛售都可能转瞬即逝</b>.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/002e0c79da541efcfb85fe1e04e29088\" tg-width=\"644\" tg-height=\"397\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> That said, given the recent precedent for quick sell-offs to be followed quickly by low volatility, Goldman expects volatility to subside in the near term with more likelihood of a sustained increase in Q4, and a big reason for this is the persistently high index skew.</p><p><blockquote>也就是说，鉴于最近快速抛售之后很快就会出现低波动性的先例，高盛预计波动性将在短期内消退，第四季度持续增长的可能性更大，而造成这种情况的一个重要原因是指数持续偏高。</blockquote></p><p>   SPX index skew continues to be at near-record levels, which we see as driven by a lack of downside sellers  <b>as much as demand for hedging.</b>The strong reaction of the VIX to Monday’s sell-off, with the VIX up over six points at one point intraday,  <b>proved that high skew was justified - at least on a very local level....</b>on a more persistent sell-off, it would be difficult to sustain the level of implied volatility that skew would indicate.  Meanwhile, from a cross-asset standpoint, Fishman adds that if interest rates staying this low has the potential to be a catalyst for further equity upside (unless they plunge<i><b>too</b></i>fast), leaving the potential for near-term asymmetry in SPX potential returns that is the opposite of what option markets are implying.</p><p><blockquote>SPX 指数偏差继续处于接近创纪录水平，我们认为这是由于缺乏下行卖家造成的<b>和对冲需求一样多。</b>VIX 对周一的抛售反应强烈，VIX 盘中一度上涨超过 6 点、<b>证明了高度倾斜是合理的——至少在非常局部的层面上是如此…….</b>在更持久的抛售中，很难维持 skew 所表明的隐含波动水平。与此同时，从跨资产的角度来看，菲什曼补充说，如果利率保持在如此低的水平，就有可能成为股市进一步上涨的催化剂（除非利率暴跌<i><b>也</b></i>快速），这使得 SPX 潜在回报可能出现近期不对称，这与期权市场所暗示的相反。</blockquote></p><p> So how does one trade the persistently sticky record high skew? Goldman continues to like levered risk reversals as a way to take advantage of this dynamic: Sell a 17-Sep 3800-strike put (12.1% OTM) to fund 2x 4550-strike (5.2% OTM) calls for zero net premium. The trade would be subject to dollar-for-dollar losses shouldthe SPX close below the downside strike at expiration.</p><p><blockquote>那么，如何交易持续粘性的创纪录高偏差呢？高盛仍然喜欢杠杆风险逆转作为利用这种动态的一种方式：出售 9 月 17 日 3800 行使价看跌期权 (12.1% OTM)，以零净溢价为 2x 4550 行使价 (5.2% OTM) 评级提供资金。如果SPX在到期时收盘低于下行震荡，该交易将遭受美元对美元的损失。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/behind-markets-furious-reversal-record-high-skew?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/behind-markets-furious-reversal-record-high-skew?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144363960","content_text":"At the end of June, when the S&P was making new all time highs day after day, and when the VIX was touching fresh 2021 lows, we cautioned that the skew index just hit a new all time high - meaning that put options have been unusually expensive relative to at-the-money options, helping support the put-heavy VIX index. As we further added, high skew, which compares put option prices with at-the-money option prices, has reached new all-time high, and reflected investor perception that high volatility would return should markets sell off.\nCommenting on this unusual move, we said that it shows that while on one hand traders seem complacent, they have never been more nervous that even a modest wobble in the market could start a crash. By extension,\"they have also never been more protected against a full-blown market crash.\"\nSo fast forward to the violent, if brief, air pocket (and hardly a full-blown crash) the market experienced late last week and on Monday, which saw stocks tumble the most in months... only to soar right after. In retrospect, traders have the record high skew to thank for that because while risk reversed sharply on Tuesday and continuing today, traders were fully hedged and ready to pounce.\nSo following up on his observations from a month ago, when he first noted the record high skew, Goldman's derivatives strategist Rocky Fishman wrote that this week’s volatility pushed equity implied and realized volatility higher, with the VIX briefly hitting 25 during the day on Monday (19-Jul)...\n... even if in absolute terms vol is not high: three-week SPX realized vol (12.1%) is still below year-to-date realized vol (13.4%),and Tuesday’s rally brought the VIX back under 20. More importantly,in response to record downside skew correctly implying that a sell-off would bring much higher volatility, skew has now moved even higher - at least for the S&P 500.\nSome more observations from Fishman: \"although Tuesday’s large SPX move and drop in implied vol has reduced vol risk premium, the VIX remains high relative to recent realized vol.\"\nFurthermore, the SPX has not had one-month realized vol as high as the current VIX level (19.7) since November - indicating that options continue to be persistently expensive,which also means that traders are hedging to outsized moves both higher and lower and any selloffs are likely to be fleeting as hedges are cashed in.\n\nThat said, given the recent precedent for quick sell-offs to be followed quickly by low volatility, Goldman expects volatility to subside in the near term with more likelihood of a sustained increase in Q4, and a big reason for this is the persistently high index skew.\n\n SPX index skew continues to be at near-record levels, which we see as driven by a lack of downside sellers\n as much as demand for hedging.The strong reaction of the VIX to Monday’s sell-off, with the VIX up over six points at one point intraday,\n proved that high skew was justified - at least on a very local level....on a more persistent sell-off, it would be difficult to sustain the level of implied volatility that skew would indicate.\n\nMeanwhile, from a cross-asset standpoint, Fishman adds that if interest rates staying this low has the potential to be a catalyst for further equity upside (unless they plungetoofast), leaving the potential for near-term asymmetry in SPX potential returns that is the opposite of what option markets are implying.\nSo how does one trade the persistently sticky record high skew? Goldman continues to like levered risk reversals as a way to take advantage of this dynamic: Sell a 17-Sep 3800-strike put (12.1% OTM) to fund 2x 4550-strike (5.2% OTM) calls for zero net premium. The trade would be subject to dollar-for-dollar losses shouldthe SPX close below the downside strike at expiration.","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881868717,"gmtCreate":1631324404639,"gmtModify":1631889303870,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/881868717","repostId":"1105074635","repostType":4,"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149470807,"gmtCreate":1625746213709,"gmtModify":1633937798799,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/149470807","repostId":"1173465225","repostType":4,"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":823803368,"gmtCreate":1633608595478,"gmtModify":1633608595834,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823803368","repostId":"1184680135","repostType":4,"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838801837,"gmtCreate":1629383357329,"gmtModify":1631893364259,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/838801837","repostId":"1121961995","repostType":4,"repost":{"id":"1121961995","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":1629381965,"share":"https://www.laohunote.com/m/news/1121961995?lang=zh_CN&edition=full","pubTime":"2021-08-19 22:06","market":"us","language":"en","title":"DLO surges over 36% in the morning trading<blockquote>DLO 早盘交易中飙升超过 36%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121961995","media":"Tiger Newspress","summary":"(Aug 19) The DLO stock surges over 36% in the morning trading, with the price marking $67.20 current","content":"<p>(Aug&nbsp;19)&nbsp;The&nbsp;DLO&nbsp;stock&nbsp;surges&nbsp;over&nbsp;36%&nbsp;in&nbsp;the&nbsp;morning&nbsp;trading,&nbsp;with&nbsp;the&nbsp;price&nbsp;marking&nbsp;$67.20&nbsp;currently.</p><p><blockquote>（8月19日）DLO股价在早盘交易中飙升超过36%，目前价格为67.20美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad4f4f204ecd1efb276bfb4cb7f8d8cc\" tg-width=\"889\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <i>US$1.5 billion Total Payment Volume, up 319% year-over-yearRevenues of US$59.0million, up186% year-over-year44% Adj EBITDA&nbsp;Margin, up 384bps year-over-year</i></p><p><blockquote><i>支付总额15亿美元，同比增长319% 收入5900万美元，同比增长186% 调整后EBITDA利润率44%，同比增长384个基点</i></blockquote></p><p> dLocal reports in US dollars and in accordance with IFRS as issued by the IASB</p><p><blockquote>d以美元编制并符合国际会计准则理事会颁布的国际财务报告准则的本地报告</blockquote></p><p> <a href=\"https://laohu8.com/S/DLO\">DLocal Limited</a> (NASDAQ:DLO), a technology-first payments platform today announced strong financial results for the second quarter ended June&nbsp;30, 2021.</p><p><blockquote><a href=\"https://laohu8.com/S/DLO\">DLocal有限公司</a>技术优先的支付平台（纳斯达克股票代码：DLO）今天公布了截至 2021 年 6 月 30 日的第二季度强劲的财务业绩。</blockquote></p><p> “Global merchants around the world are choosing dLocal to connect with billions of consumers in emerging markets,” saidSebastian Kanovich, dLocal’s CEO. “Our singular focus is on making the complex simple, redefining the online payments experience in emerging markets. Through one direct API, one technology platform, and one contract, which we collectively refer to as the<i>One dLocal</i>model, we enable global enterprise merchants to get paid (pay-in) and to make payments (pay-out) online in a safe and efficient manner.”</p><p><blockquote>“dLocal 首席执行官塞巴斯蒂安-卡诺维奇（Sebastian Kanovich）说：”世界各地的全球商家都选择 dLocal 与新兴市场的数十亿消费者建立联系。“我们专注于化繁为简，重新定义新兴市场的在线支付体验。通过一个直接 API、一个技术平台和一份合同（我们统称为‘<i>一个本地</i>模式，我们使全球企业商户能够以安全高效的方式在线收款和支付。”</blockquote></p><p> Second Quarter 2021 Financial Highlights</p><p><blockquote>2021年第二季度财务摘要</blockquote></p><p> <ul>  <li>Total Payment Volume (“TPV”) reached US$1.5 billion in the quarter, representing 319% year-over-year growth compared to TPV of US$ 348 million in the second quarter of 2020 and 57% growth compared to TPV of US$926 million in the first quarter of 2021.</li>  <li>Revenues in the second quarter of 2021 amounted to&nbsp;US$59.0 million, representing 186% year-over-year growth compared to revenues of US$ 20.6 million in the second quarter of 2020 and 46% growth compared to revenues of $40.3 million in the first quarter of 2021.</li>  <li>Adjusted EBITDA was US$25.9 million in the second quarter of 2021 compared to US$8.3 million in the second quarter of 2020 and US$17.8 million in the first quarter of 2021.</li>  <li>Adjusted EBITDA Margin was 44% in the second quarter of 2021 compared to 40% in the second quarter of 2020 and 44% in the first quarter of 2021.</li>  <li>Net income for the second quarter of 2021 was US$17.7 million, or US$0.057 per diluted share, compared with net income of US$7.4 million, or US$ 0.026 per diluted share, for the second quarter of 2020 and with net income of US$16.9 million, or US$0.058 per diluted share, for the first quarter of 2021.</li>  <li>Net income of the second quarter of 2021 includes one-off expenses of US$3.0 million related to dLocal’s initial public offering (the “IPO”) and US$0.3 million of expenses related to the asset acquisition of PrimeiroPay.</li>  <li>As of June 30, 2021, dLocal had US$267.2 million in cash, cash equivalents and marketable securities, compared with US$128.8 million as of March 31, 2021. The increase of US$138.5 reflects an increase of US$114.9 million in our funds (including US$87.1 million of net proceeds from the IPO) and US$23.6 million in funds from our merchants with respect to the first quarter of 2021.</li> </ul></p><p><blockquote><ul><li>本季度支付总额（「冠捷」）达到15亿美元，较2020年第二季度冠捷的3.48亿美元增长319%，较2021年第一季度冠捷的9.26亿美元增长57%。</li><li>2021年第二季度的收入为5900万美元，较2020年第二季度的收入2060万美元同比增长186%，较2021年第一季度的收入4030万美元增长46%。</li><li>2021年第二季度调整后EBITDA为2590万美元，而2020年第二季度为830万美元，2021年第一季度为1780万美元。</li><li>2021 年第二季度调整后 EBITDA 利润率为 44%，而 2020 年第二季度为 40%，2021 年第一季度为 44%。</li><li>2021 年第二季度净利润为 1,770 万美元，即稀释后每股 0.057 美元，而 2020 年第二季度净利润为 740 万美元，即稀释后每股 0.026 美元，2021 年第一季度净利润为 1,690 万美元，即稀释后每股 0.058 美元。</li><li>2021 年第二季度的净利润包括与 dLocal 首次公开募股（“IPO”）相关的 300 万美元一次性费用和与收购 PrimeiroPay 资产相关的 30 万美元费用。</li><li>截至2021年6月30日，dLocal拥有现金、现金等价物及有价证券267.2百万美元，而截至2021年3月31日为128.8百万美元。增加138.5美元反映我们的资金较2021年第一季度增加114.9百万美元（包括首次公开发售所得款项净额87.1百万美元）及来自商户的资金增加23.6百万美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DLO surges over 36% in the morning trading<blockquote>DLO 早盘交易中飙升超过 36%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDLO surges over 36% in the morning trading<blockquote>DLO 早盘交易中飙升超过 36%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-19 22:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Aug&nbsp;19)&nbsp;The&nbsp;DLO&nbsp;stock&nbsp;surges&nbsp;over&nbsp;36%&nbsp;in&nbsp;the&nbsp;morning&nbsp;trading,&nbsp;with&nbsp;the&nbsp;price&nbsp;marking&nbsp;$67.20&nbsp;currently.</p><p><blockquote>（8月19日）DLO股价在早盘交易中飙升超过36%，目前价格为67.20美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad4f4f204ecd1efb276bfb4cb7f8d8cc\" tg-width=\"889\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <i>US$1.5 billion Total Payment Volume, up 319% year-over-yearRevenues of US$59.0million, up186% year-over-year44% Adj EBITDA&nbsp;Margin, up 384bps year-over-year</i></p><p><blockquote><i>支付总额15亿美元，同比增长319% 收入5900万美元，同比增长186% 调整后EBITDA利润率44%，同比增长384个基点</i></blockquote></p><p> dLocal reports in US dollars and in accordance with IFRS as issued by the IASB</p><p><blockquote>d以美元编制并符合国际会计准则理事会颁布的国际财务报告准则的本地报告</blockquote></p><p> <a href=\"https://laohu8.com/S/DLO\">DLocal Limited</a> (NASDAQ:DLO), a technology-first payments platform today announced strong financial results for the second quarter ended June&nbsp;30, 2021.</p><p><blockquote><a href=\"https://laohu8.com/S/DLO\">DLocal有限公司</a>技术优先的支付平台（纳斯达克股票代码：DLO）今天公布了截至 2021 年 6 月 30 日的第二季度强劲的财务业绩。</blockquote></p><p> “Global merchants around the world are choosing dLocal to connect with billions of consumers in emerging markets,” saidSebastian Kanovich, dLocal’s CEO. “Our singular focus is on making the complex simple, redefining the online payments experience in emerging markets. Through one direct API, one technology platform, and one contract, which we collectively refer to as the<i>One dLocal</i>model, we enable global enterprise merchants to get paid (pay-in) and to make payments (pay-out) online in a safe and efficient manner.”</p><p><blockquote>“dLocal 首席执行官塞巴斯蒂安-卡诺维奇（Sebastian Kanovich）说：”世界各地的全球商家都选择 dLocal 与新兴市场的数十亿消费者建立联系。“我们专注于化繁为简，重新定义新兴市场的在线支付体验。通过一个直接 API、一个技术平台和一份合同（我们统称为‘<i>一个本地</i>模式，我们使全球企业商户能够以安全高效的方式在线收款和支付。”</blockquote></p><p> Second Quarter 2021 Financial Highlights</p><p><blockquote>2021年第二季度财务摘要</blockquote></p><p> <ul>  <li>Total Payment Volume (“TPV”) reached US$1.5 billion in the quarter, representing 319% year-over-year growth compared to TPV of US$ 348 million in the second quarter of 2020 and 57% growth compared to TPV of US$926 million in the first quarter of 2021.</li>  <li>Revenues in the second quarter of 2021 amounted to&nbsp;US$59.0 million, representing 186% year-over-year growth compared to revenues of US$ 20.6 million in the second quarter of 2020 and 46% growth compared to revenues of $40.3 million in the first quarter of 2021.</li>  <li>Adjusted EBITDA was US$25.9 million in the second quarter of 2021 compared to US$8.3 million in the second quarter of 2020 and US$17.8 million in the first quarter of 2021.</li>  <li>Adjusted EBITDA Margin was 44% in the second quarter of 2021 compared to 40% in the second quarter of 2020 and 44% in the first quarter of 2021.</li>  <li>Net income for the second quarter of 2021 was US$17.7 million, or US$0.057 per diluted share, compared with net income of US$7.4 million, or US$ 0.026 per diluted share, for the second quarter of 2020 and with net income of US$16.9 million, or US$0.058 per diluted share, for the first quarter of 2021.</li>  <li>Net income of the second quarter of 2021 includes one-off expenses of US$3.0 million related to dLocal’s initial public offering (the “IPO”) and US$0.3 million of expenses related to the asset acquisition of PrimeiroPay.</li>  <li>As of June 30, 2021, dLocal had US$267.2 million in cash, cash equivalents and marketable securities, compared with US$128.8 million as of March 31, 2021. The increase of US$138.5 reflects an increase of US$114.9 million in our funds (including US$87.1 million of net proceeds from the IPO) and US$23.6 million in funds from our merchants with respect to the first quarter of 2021.</li> </ul></p><p><blockquote><ul><li>本季度支付总额（「冠捷」）达到15亿美元，较2020年第二季度冠捷的3.48亿美元增长319%，较2021年第一季度冠捷的9.26亿美元增长57%。</li><li>2021年第二季度的收入为5900万美元，较2020年第二季度的收入2060万美元同比增长186%，较2021年第一季度的收入4030万美元增长46%。</li><li>2021年第二季度调整后EBITDA为2590万美元，而2020年第二季度为830万美元，2021年第一季度为1780万美元。</li><li>2021 年第二季度调整后 EBITDA 利润率为 44%，而 2020 年第二季度为 40%，2021 年第一季度为 44%。</li><li>2021 年第二季度净利润为 1,770 万美元，即稀释后每股 0.057 美元，而 2020 年第二季度净利润为 740 万美元，即稀释后每股 0.026 美元，2021 年第一季度净利润为 1,690 万美元，即稀释后每股 0.058 美元。</li><li>2021 年第二季度的净利润包括与 dLocal 首次公开募股（“IPO”）相关的 300 万美元一次性费用和与收购 PrimeiroPay 资产相关的 30 万美元费用。</li><li>截至2021年6月30日，dLocal拥有现金、现金等价物及有价证券267.2百万美元，而截至2021年3月31日为128.8百万美元。增加138.5美元反映我们的资金较2021年第一季度增加114.9百万美元（包括首次公开发售所得款项净额87.1百万美元）及来自商户的资金增加23.6百万美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DLO":"DLocal Limited"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121961995","content_text":"(Aug 19) The DLO stock surges over 36% in the morning trading, with the price marking $67.20 currently.\n\nUS$1.5 billion Total Payment Volume, up 319% year-over-yearRevenues of US$59.0million, up186% year-over-year44% Adj EBITDA Margin, up 384bps year-over-year\ndLocal reports in US dollars and in accordance with IFRS as issued by the IASB\nDLocal Limited (NASDAQ:DLO), a technology-first payments platform today announced strong financial results for the second quarter ended June 30, 2021.\n“Global merchants around the world are choosing dLocal to connect with billions of consumers in emerging markets,” saidSebastian Kanovich, dLocal’s CEO. “Our singular focus is on making the complex simple, redefining the online payments experience in emerging markets. Through one direct API, one technology platform, and one contract, which we collectively refer to as theOne dLocalmodel, we enable global enterprise merchants to get paid (pay-in) and to make payments (pay-out) online in a safe and efficient manner.”\nSecond Quarter 2021 Financial Highlights\n\nTotal Payment Volume (“TPV”) reached US$1.5 billion in the quarter, representing 319% year-over-year growth compared to TPV of US$ 348 million in the second quarter of 2020 and 57% growth compared to TPV of US$926 million in the first quarter of 2021.\nRevenues in the second quarter of 2021 amounted to US$59.0 million, representing 186% year-over-year growth compared to revenues of US$ 20.6 million in the second quarter of 2020 and 46% growth compared to revenues of $40.3 million in the first quarter of 2021.\nAdjusted EBITDA was US$25.9 million in the second quarter of 2021 compared to US$8.3 million in the second quarter of 2020 and US$17.8 million in the first quarter of 2021.\nAdjusted EBITDA Margin was 44% in the second quarter of 2021 compared to 40% in the second quarter of 2020 and 44% in the first quarter of 2021.\nNet income for the second quarter of 2021 was US$17.7 million, or US$0.057 per diluted share, compared with net income of US$7.4 million, or US$ 0.026 per diluted share, for the second quarter of 2020 and with net income of US$16.9 million, or US$0.058 per diluted share, for the first quarter of 2021.\nNet income of the second quarter of 2021 includes one-off expenses of US$3.0 million related to dLocal’s initial public offering (the “IPO”) and US$0.3 million of expenses related to the asset acquisition of PrimeiroPay.\nAs of June 30, 2021, dLocal had US$267.2 million in cash, cash equivalents and marketable securities, compared with US$128.8 million as of March 31, 2021. The increase of US$138.5 reflects an increase of US$114.9 million in our funds (including US$87.1 million of net proceeds from the IPO) and US$23.6 million in funds from our merchants with respect to the first quarter of 2021.","news_type":1,"symbols_score_info":{"DLO":0.9}},"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892457697,"gmtCreate":1628686228719,"gmtModify":1633745148085,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"t","listText":"t","text":"t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/892457697","repostId":"2158128180","repostType":4,"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184256425,"gmtCreate":1623716806767,"gmtModify":1634029733515,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"Like n comment please","listText":"Like n comment please","text":"Like n comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/184256425","repostId":"1126626020","repostType":4,"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":876916975,"gmtCreate":1637248673696,"gmtModify":1637248673807,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/876916975","repostId":"1151782109","repostType":4,"repost":{"id":"1151782109","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":1637247001,"share":"https://www.laohunote.com/m/news/1151782109?lang=zh_CN&edition=full","pubTime":"2021-11-18 22:50","market":"us","language":"en","title":"Rivian continued to fell over 10% in morning trading after tumbling 15.1% on Wednesday<blockquote>Rivian继周三暴跌 15.1% 后，早盘交易中继续下跌超过 10%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151782109","media":"Tiger Newspress","summary":"Rivian continued to fell over 10% in morning trading after tumbling 15.1% on Wednesday.Rivian's stoc","content":"<p>Rivian continued to fell over 10% in morning trading after tumbling 15.1% on Wednesday.<img src=\"https://static.tigerbbs.com/0408a3edb336253917351f40d53e9499\" tg-width=\"768\" tg-height=\"568\" width=\"100%\" height=\"auto\">Rivian's stock price plunged 15% to close at $146.07 on Wednesday, shares at&nbsp;one&nbsp;point on Tuesday were more than double the company's IPO pricing of $78 from last week. The stock hit an intraday high of $179.47onTuesday.</p><p><blockquote>继周三暴跌 15.1% 后，Rivian在早盘交易中继续下跌超过 10%。Rivian 股价周三暴跌 15%，收于 146.07 美元，周二股价一度是该公司 IPO 定价 78 美元的两倍多。该股周二盘中触及 179.47 美元的高点。</blockquote></p><p> For perspective, Rivian's market cap at its peak eclipsed that of auto giant Volkswagen. Rivian has barely shipped any of its electric trucks, and has lost more than $2.4 billion from 2019 through 2021.</p><p><blockquote>从长远来看，Rivian 的市值在巅峰时期超过了汽车巨头大众汽车。Rivian几乎没有发货任何电动卡车，从 2019 年到 2021 年亏损超过 24 亿美元。</blockquote></p><p> Some strategists like Maley thought&nbsp;the eye-popping gains in Rivian and Lucid underscore the continued high levels of liquidity in the market, in large part fueled by low interest rates.</p><p><blockquote>马利等一些策略师认为，Rivian和 Lucid 的惊人涨幅凸显了市场流动性持续高水平，这在很大程度上是由低利率推动的。</blockquote></p><p> Maley&nbsp;explained, \"Just like 1999 when Amazon [stock] got way, way, way ahead of itself — it's a great company and changed the world — but the stock had to come down. I am not saying we are going to have the same problems next year that we had in 200 with a major bear market. But this market is being run by liquidity, and much less so than on economic growth or earnings growth. This liquidity is going to become less plentiful and people need to be preparing for how they will react when this market starts to come down at point. It's inevitable, and I think will come down at some point in the next 12 months.\"</p><p><blockquote>马利解释说，“就像 1999 年亚马逊（股票）遥遥领先于自己一样——它是一家伟大的公司，改变了世界——但股票不得不下跌。我并不是说明年我们会遇到和 200 年一样的大熊市问题。但这个市场是由流动性驱动的，远不如经济增长或盈利增长驱动。这种流动性将变得不那么充裕，人们需要做好准备，当这个市场开始触底时，他们将如何反应。这是不可避免的，我认为它会在未来 12 个月的某个时候下降。”</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>Rivian continued to fell over 10% in morning trading after tumbling 15.1% on Wednesday<blockquote>Rivian继周三暴跌 15.1% 后，早盘交易中继续下跌超过 10%</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\">\nRivian continued to fell over 10% in morning trading after tumbling 15.1% on Wednesday<blockquote>Rivian继周三暴跌 15.1% 后，早盘交易中继续下跌超过 10%</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\">2021-11-18 22:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Rivian continued to fell over 10% in morning trading after tumbling 15.1% on Wednesday.<img src=\"https://static.tigerbbs.com/0408a3edb336253917351f40d53e9499\" tg-width=\"768\" tg-height=\"568\" width=\"100%\" height=\"auto\">Rivian's stock price plunged 15% to close at $146.07 on Wednesday, shares at&nbsp;one&nbsp;point on Tuesday were more than double the company's IPO pricing of $78 from last week. The stock hit an intraday high of $179.47onTuesday.</p><p><blockquote>继周三暴跌 15.1% 后，Rivian在早盘交易中继续下跌超过 10%。Rivian 股价周三暴跌 15%，收于 146.07 美元，周二股价一度是该公司 IPO 定价 78 美元的两倍多。该股周二盘中触及 179.47 美元的高点。</blockquote></p><p> For perspective, Rivian's market cap at its peak eclipsed that of auto giant Volkswagen. Rivian has barely shipped any of its electric trucks, and has lost more than $2.4 billion from 2019 through 2021.</p><p><blockquote>从长远来看，Rivian 的市值在巅峰时期超过了汽车巨头大众汽车。Rivian几乎没有发货任何电动卡车，从 2019 年到 2021 年亏损超过 24 亿美元。</blockquote></p><p> Some strategists like Maley thought&nbsp;the eye-popping gains in Rivian and Lucid underscore the continued high levels of liquidity in the market, in large part fueled by low interest rates.</p><p><blockquote>马利等一些策略师认为，Rivian和 Lucid 的惊人涨幅凸显了市场流动性持续高水平，这在很大程度上是由低利率推动的。</blockquote></p><p> Maley&nbsp;explained, \"Just like 1999 when Amazon [stock] got way, way, way ahead of itself — it's a great company and changed the world — but the stock had to come down. I am not saying we are going to have the same problems next year that we had in 200 with a major bear market. But this market is being run by liquidity, and much less so than on economic growth or earnings growth. This liquidity is going to become less plentiful and people need to be preparing for how they will react when this market starts to come down at point. It's inevitable, and I think will come down at some point in the next 12 months.\"</p><p><blockquote>马利解释说，“就像 1999 年亚马逊（股票）遥遥领先于自己一样——它是一家伟大的公司，改变了世界——但股票不得不下跌。我并不是说明年我们会遇到和 200 年一样的大熊市问题。但这个市场是由流动性驱动的，远不如经济增长或盈利增长驱动。这种流动性将变得不那么充裕，人们需要做好准备，当这个市场开始触底时，他们将如何反应。这是不可避免的，我认为它会在未来 12 个月的某个时候下降。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151782109","content_text":"Rivian continued to fell over 10% in morning trading after tumbling 15.1% on Wednesday.Rivian's stock price plunged 15% to close at $146.07 on Wednesday, shares at one point on Tuesday were more than double the company's IPO pricing of $78 from last week. The stock hit an intraday high of $179.47onTuesday.\nFor perspective, Rivian's market cap at its peak eclipsed that of auto giant Volkswagen. Rivian has barely shipped any of its electric trucks, and has lost more than $2.4 billion from 2019 through 2021.\nSome strategists like Maley thought the eye-popping gains in Rivian and Lucid underscore the continued high levels of liquidity in the market, in large part fueled by low interest rates.\nMaley explained, \"Just like 1999 when Amazon [stock] got way, way, way ahead of itself — it's a great company and changed the world — but the stock had to come down. I am not saying we are going to have the same problems next year that we had in 200 with a major bear market. But this market is being run by liquidity, and much less so than on economic growth or earnings growth. This liquidity is going to become less plentiful and people need to be preparing for how they will react when this market starts to come down at point. It's inevitable, and I think will come down at some point in the next 12 months.\"","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821469106,"gmtCreate":1633773951800,"gmtModify":1633773951934,"author":{"id":"3565238397133271","authorId":"3565238397133271","name":"Spaclover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565238397133271","idStr":"3565238397133271"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821469106","repostId":"1167388174","repostType":4,"isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}