Kaixiang的个人主页 - 老虎社区

Kaixiang

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2021-05-28

Is tech retracing soon?

抱歉，原内容已删除

2021-06-15

When is it correcting?

抱歉，原内容已删除

2021-03-16

Yields seem to be stabilising and Fed is unlikekly to increase interest rates (which will slow economic rebound). Are tech stocks going to continue rising?

抱歉，原内容已删除

2021-04-25

Market going to continue climbing?

抱歉，原内容已删除

2021-10-21

Trend has reversed for Chinese tech, time to bargain hunt for those with good fundamentals $Alibaba(09988)$ $BIDU-SW(09888)$ $TENCENT(00700)$

@话题虎:恒生科技大涨：阿里、快手、美团、腾讯全面反弹！

2021-05-06

Is current growth sustainable post pandemic? Will there be a shift in consumer behaviour?

Shopify Smashed Expectations Again But Post-Pandemic Uncertainty Lies Ahead<blockquote>Shopify再次超出预期，但大流行后的不确定性仍然存在</blockquote>

2021-04-05

Is Tesla overpriced?

抱歉，原内容已删除

2021-04-19

Will Disney stock go up?

Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz<blockquote>值得关注的股票：苹果活动、迪士尼预告和盈利闪电战</blockquote>

2021-06-19

Time for correction!

抱歉，原内容已删除

2021-06-03

This is crazy

抱歉，原内容已删除

2021-05-18

Is there too much type on Disney+ and it has all been priced in togethering with theme parkre-opening?

Is Disney Stock Still a Buy After Missing Subscriber Estimates?<blockquote>在未达到订户预期后，迪士尼股票仍然值得买入吗？</blockquote>

2021-06-27

Too speculative

抱歉，原内容已删除

2021-06-10

Time for retracement

U.S. stocks end lower ahead of inflation report<blockquote>美股在通胀报告公布前收低</blockquote>

2021-05-01

Unemployment still high around 6%, Fed likely to continue QE?

抱歉，原内容已删除

2021-06-30

Crazy valuations

抱歉，原内容已删除

2021-06-27

Nio is overpriced?

Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>

2021-05-30

Way overpriced

抱歉，原内容已删除

2021-03-29

Focus on value stocks now?

How To Invest Cash When Markets Are Volatile<blockquote>市场波动时如何投资现金</blockquote>

2021-06-25

Crazy valuations

抱歉，原内容已删除

2021-06-11

Overpriced stock

抱歉，原内容已删除

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time to profit take?","listText":"Wow, time to profit take?","text":"Wow, time to profit take?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690812636","repostId":"602685973","repostType":1,"repost":{"id":602685973,"gmtCreate":1639015172719,"gmtModify":1639059636532,"author":{"id":"740450932848","authorId":"740450932848","name":"33_Tiger","avatar":"https://static.tigerbbs.com/aa2c2a58a713dadbb19ede7c4c37d61d","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"740450932848","idStr":"740450932848"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TSLA 20211210 850.0 PUT\">$TSLA 20211210 850.0 PUT$&nbsp;</a>一夜之间sell put被段大佬教育的妥妥的，跟风晒个单[开心]&nbsp;sell put 的根本还是选股，要选择自己真心愿意买入的股票和价格，其次是要有足够接盘保证金。段永平是真有钱可以接的住70万股pdd，那赚300多万权利金也是应分的，普通投资者一定要量力而行，如果账户保证金不足以接盘相应的正股，不要为了一点权利金去冒险，有可能得不偿失，我做了这么久sell put可以很负责任的说被行权买入是经常发生的。最后，用<a 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$拼多多(PDD)$","images":[{"img":"https://static.tigerbbs.com/1956bf08032f1f94562e69e03e29b00d","width":"1125","height":"2196"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602685973","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690069156,"gmtCreate":1639614204675,"gmtModify":1639614204853,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568714328624189","idStr":"3568714328624189"},"themes":[],"htmlText":"REITS are still an attractive play for SG market","listText":"REITS are still an attractive play for SG market","text":"REITS are still an attractive play for SG market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690069156","repostId":"607301269","repostType":1,"repost":{"id":607301269,"gmtCreate":1639483841813,"gmtModify":1639548621206,"author":{"id":"3558937605407666","authorId":"3558937605407666","name":"46d9935c","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558937605407666","idStr":"3558937605407666"},"themes":[],"title":"2021年迄今录得机构净流入最高的20只股票回报率为32%","htmlText":"本文章是新加坡交易所官方文章关于机构投资新加坡蓝筹股[财迷]&nbsp; 2021年截至12月3日，录得机构净流入最高的20只股票的净买入总计为28亿新元，过去48周内的平均总回报率为32%，其中，有17只股票超过海峡时报指数13%的总回报率，19只股票超过富时亚太指数3%的总回报率。 在这20只股票28亿新元的净买入中，超过4亿新元是自9月30日以来录得，其中，有11只股票在过去九周内录得机构净流入，大华银行、星展银行和永科领涨其他股票。12月3日，永科创下5.29新元的新高，这使得其2021年截至12月3日的总回报率达到55%。 这20只股票涵盖过去48周内全球股票行业中表现较为强劲的部分行业，如银行、工业类REIT、农业和半导体，此外，还包括报业控股、胜科工业和凯德投资公司等一年来持续进行战略重组的股票。 2020年底收于近2,850点后，海峡时报指数全年呈上升趋势，在11月26日出现的Omicron变异毒株给全球股票基准带来冲击之前，于11月9日创下超过3,250的高点，这使得海峡时报指数达到目前接近3,100点的水平。海指今年录得13%的总回报率，而富时亚太指数的总回报率则为3%。2021年截至12月3日，超过300只新加坡上市股票录得机构净流入。过去48周内录得机构净买入最高的20只股票占这300只股票机构净流入总额的75%，星展银行、大华银行和报业控股领涨这20只股票。上述20只股票在过去48周内的平均总回报率为32%，其中，有17只股票超过海峡时报指数13%的总回报率，19只股票超过富时亚太指数3%的总回报率。这20只股票及它们在2021年截至12月3日的机构净流入（自9月30日以来的机构净流入/流出除外）如下表所示。<a target=\"_blank\" href=\"https://laohu8.com/S/D05.SI\">$星展集团控股(D05.SI)$&lt;</a>","listText":"本文章是新加坡交易所官方文章关于机构投资新加坡蓝筹股[财迷]&nbsp; 2021年截至12月3日，录得机构净流入最高的20只股票的净买入总计为28亿新元，过去48周内的平均总回报率为32%，其中，有17只股票超过海峡时报指数13%的总回报率，19只股票超过富时亚太指数3%的总回报率。 在这20只股票28亿新元的净买入中，超过4亿新元是自9月30日以来录得，其中，有11只股票在过去九周内录得机构净流入，大华银行、星展银行和永科领涨其他股票。12月3日，永科创下5.29新元的新高，这使得其2021年截至12月3日的总回报率达到55%。 这20只股票涵盖过去48周内全球股票行业中表现较为强劲的部分行业，如银行、工业类REIT、农业和半导体，此外，还包括报业控股、胜科工业和凯德投资公司等一年来持续进行战略重组的股票。 2020年底收于近2,850点后，海峡时报指数全年呈上升趋势，在11月26日出现的Omicron变异毒株给全球股票基准带来冲击之前，于11月9日创下超过3,250的高点，这使得海峡时报指数达到目前接近3,100点的水平。海指今年录得13%的总回报率，而富时亚太指数的总回报率则为3%。2021年截至12月3日，超过300只新加坡上市股票录得机构净流入。过去48周内录得机构净买入最高的20只股票占这300只股票机构净流入总额的75%，星展银行、大华银行和报业控股领涨这20只股票。上述20只股票在过去48周内的平均总回报率为32%，其中，有17只股票超过海峡时报指数13%的总回报率，19只股票超过富时亚太指数3%的总回报率。这20只股票及它们在2021年截至12月3日的机构净流入（自9月30日以来的机构净流入/流出除外）如下表所示。<a target=\"_blank\" href=\"https://laohu8.com/S/D05.SI\">$星展集团控股(D05.SI)$&lt;</a>","text":"本文章是新加坡交易所官方文章关于机构投资新加坡蓝筹股[财迷] 2021年截至12月3日，录得机构净流入最高的20只股票的净买入总计为28亿新元，过去48周内的平均总回报率为32%，其中，有17只股票超过海峡时报指数13%的总回报率，19只股票超过富时亚太指数3%的总回报率。 在这20只股票28亿新元的净买入中，超过4亿新元是自9月30日以来录得，其中，有11只股票在过去九周内录得机构净流入，大华银行、星展银行和永科领涨其他股票。12月3日，永科创下5.29新元的新高，这使得其2021年截至12月3日的总回报率达到55%。 这20只股票涵盖过去48周内全球股票行业中表现较为强劲的部分行业，如银行、工业类REIT、农业和半导体，此外，还包括报业控股、胜科工业和凯德投资公司等一年来持续进行战略重组的股票。 2020年底收于近2,850点后，海峡时报指数全年呈上升趋势，在11月26日出现的Omicron变异毒株给全球股票基准带来冲击之前，于11月9日创下超过3,250的高点，这使得海峡时报指数达到目前接近3,100点的水平。海指今年录得13%的总回报率，而富时亚太指数的总回报率则为3%。2021年截至12月3日，超过300只新加坡上市股票录得机构净流入。过去48周内录得机构净买入最高的20只股票占这300只股票机构净流入总额的75%，星展银行、大华银行和报业控股领涨这20只股票。上述20只股票在过去48周内的平均总回报率为32%，其中，有17只股票超过海峡时报指数13%的总回报率，19只股票超过富时亚太指数3%的总回报率。这20只股票及它们在2021年截至12月3日的机构净流入（自9月30日以来的机构净流入/流出除外）如下表所示。$星展集团控股(D05.SI)$<","images":[{"img":"https://static.tigerbbs.com/3a5aa837cdedb0dc52e1e45932e716e7","width":"688","height":"486"},{"img":"https://static.tigerbbs.com/e9724155d0def0ecd2771be6d26cc595","width":"688","height":"605"},{"img":"https://static.tigerbbs.com/c2a7b421a702a2d30d42bf04035cf1f9","width":"688","height":"405"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607301269","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605249267,"gmtCreate":1639184393307,"gmtModify":1639184393516,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568714328624189","idStr":"3568714328624189"},"themes":[],"htmlText":"How is it priced in? Market’s still going for record high","listText":"How is it priced in? Market’s still going for record high","text":"How is it priced in? Market’s still going for record high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605249267","repostId":"1190592406","repostType":4,"repost":{"id":"1190592406","kind":"news","pubTimestamp":1639145484,"share":"https://www.laohu8.com/m/news/1190592406?lang=zh_CN&edition=full","pubTime":"2021-12-10 22:11","market":"us","language":"en","title":"The Inflation Data Was as Bad as Expected. What It Means for the Fed—and Biden.<blockquote>通胀数据和预期一样糟糕。这对美联储和拜登意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190592406","media":"Barrons","summary":"Consumer prices rose 0.8% in November from a month earlier, and the year-over-year rate surged to 6.","content":"<p>Consumer prices rose 0.8% in November from a month earlier, and the year-over-year rate surged to 6.8%, the fastest annual pace since 1982.</p><p><blockquote>11月份消费者价格环比上涨0.8%，同比涨幅飙升至6.8%，为1982年以来最快的年度涨幅。</blockquote></p><p> The data puts inflation at a level widely expected to prompt the Federal Reserve to move more quickly to tighten monetary policy.&nbsp;It could also hamper President Joe Biden’s goal of passing a multitrillion-dollar social spending package through Congress before the end of the year, given key lawmakers’ concerns over rising prices.</p><p><blockquote>该数据使通胀处于普遍预期的水平，将促使美联储更快地收紧货币政策。鉴于主要议员对物价上涨的担忧，这也可能阻碍总统乔·拜登在年底前在国会通过数万亿美元社会支出计划的目标。</blockquote></p><p> Economists had expected a 0.7% rise over the month and a 6.7% increase year over year. The November data shows a slight slowdown in the monthly pace of price increases from a 0.9% rate the month before. But the 6.8% year-over-year rise marks a big jump in the annual rate, which was 6.2% in October.</p><p><blockquote>经济学家此前预计本月增长0.7%，同比增长6.7%。11月份的数据显示，月度价格上涨速度较上月的0.9%略有放缓。但6.8%的同比增长标志着年率大幅跃升，10月份为6.2%。</blockquote></p><p> Although the numbers were higher than economists had penciled in, the initial market reaction suggests the rate of price increases weren’t as bad as some investors may have feared. Bond yields dropped initially, though they soon began to bounce back, and stock-index futures jumped immediately after the data landed. Some 20 minutes after the report, futures on the&nbsp;S&amp;P 500&nbsp;were 0.8% higher.</p><p><blockquote>尽管这些数字高于经济学家的预期，但最初的市场反应表明，价格上涨的速度并不像一些投资者担心的那么糟糕。债券收益率最初下降，但很快开始反弹，数据公布后股指期货立即上涨。报告发布后约20分钟，标准普尔500指数期货上涨0.8%。</blockquote></p><p> The uptick in the inflation rate in November was “the result of broad increases in most component indexes,” the Labor Department said.</p><p><blockquote>劳工部表示，11月份通胀率的上升是“大多数构成指数普遍上涨的结果”。</blockquote></p><p> That shows that inflation is spreading beyond the handful of key pandemic-affected sectors that saw the most significant increases this summer, and could be more persistent than initially anticipated.Rising prices for gasoline, shelter, food, used cars and trucks, and new cars were some of the largest contributors to the overall headline increase.</p><p><blockquote>这表明通胀正在蔓延到今年夏天涨幅最大的少数受疫情影响的关键行业之外，并且可能比最初预期的更加持久。汽油、住房、食品、二手车和卡车以及新车价格的上涨是整体整体上涨的最大贡献者。</blockquote></p><p> Excluding the more volatile food and energy indexes, the core consumer-price index remained hot. Core CPI rose 0.5% in November from the month before, and the annual rate stands at 4.9%, in line with expectations. The food index rose 6.1% over the year, while the energy index surged 33.3%. Both changes are the largest annual increases in each sector in at least 13 years, the Labor Department said.</p><p><blockquote>剔除波动较大的食品和能源指数，核心消费者价格指数依然火爆。11月核心CPI环比上涨0.5%，年率为4.9%，符合预期。食品指数全年上涨6.1%，能源指数飙升33.3%。劳工部表示，这两项变化都是至少13年来每个行业最大的年度增幅。</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>The Inflation Data Was as Bad as Expected. What It Means for the Fed—and Biden.<blockquote>通胀数据和预期一样糟糕。这对美联储和拜登意味着什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Inflation Data Was as Bad as Expected. What It Means for the Fed—and Biden.<blockquote>通胀数据和预期一样糟糕。这对美联储和拜登意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-10 22:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Consumer prices rose 0.8% in November from a month earlier, and the year-over-year rate surged to 6.8%, the fastest annual pace since 1982.</p><p><blockquote>11月份消费者价格环比上涨0.8%，同比涨幅飙升至6.8%，为1982年以来最快的年度涨幅。</blockquote></p><p> The data puts inflation at a level widely expected to prompt the Federal Reserve to move more quickly to tighten monetary policy.&nbsp;It could also hamper President Joe Biden’s goal of passing a multitrillion-dollar social spending package through Congress before the end of the year, given key lawmakers’ concerns over rising prices.</p><p><blockquote>该数据使通胀处于普遍预期的水平，将促使美联储更快地收紧货币政策。鉴于主要议员对物价上涨的担忧，这也可能阻碍总统乔·拜登在年底前在国会通过数万亿美元社会支出计划的目标。</blockquote></p><p> Economists had expected a 0.7% rise over the month and a 6.7% increase year over year. The November data shows a slight slowdown in the monthly pace of price increases from a 0.9% rate the month before. But the 6.8% year-over-year rise marks a big jump in the annual rate, which was 6.2% in October.</p><p><blockquote>经济学家此前预计本月增长0.7%，同比增长6.7%。11月份的数据显示，月度价格上涨速度较上月的0.9%略有放缓。但6.8%的同比增长标志着年率大幅跃升，10月份为6.2%。</blockquote></p><p> Although the numbers were higher than economists had penciled in, the initial market reaction suggests the rate of price increases weren’t as bad as some investors may have feared. Bond yields dropped initially, though they soon began to bounce back, and stock-index futures jumped immediately after the data landed. Some 20 minutes after the report, futures on the&nbsp;S&amp;P 500&nbsp;were 0.8% higher.</p><p><blockquote>尽管这些数字高于经济学家的预期，但最初的市场反应表明，价格上涨的速度并不像一些投资者担心的那么糟糕。债券收益率最初下降，但很快开始反弹，数据公布后股指期货立即上涨。报告发布后约20分钟，标准普尔500指数期货上涨0.8%。</blockquote></p><p> The uptick in the inflation rate in November was “the result of broad increases in most component indexes,” the Labor Department said.</p><p><blockquote>劳工部表示，11月份通胀率的上升是“大多数构成指数普遍上涨的结果”。</blockquote></p><p> That shows that inflation is spreading beyond the handful of key pandemic-affected sectors that saw the most significant increases this summer, and could be more persistent than initially anticipated.Rising prices for gasoline, shelter, food, used cars and trucks, and new cars were some of the largest contributors to the overall headline increase.</p><p><blockquote>这表明通胀正在蔓延到今年夏天涨幅最大的少数受疫情影响的关键行业之外，并且可能比最初预期的更加持久。汽油、住房、食品、二手车和卡车以及新车价格的上涨是整体整体上涨的最大贡献者。</blockquote></p><p> Excluding the more volatile food and energy indexes, the core consumer-price index remained hot. Core CPI rose 0.5% in November from the month before, and the annual rate stands at 4.9%, in line with expectations. The food index rose 6.1% over the year, while the energy index surged 33.3%. Both changes are the largest annual increases in each sector in at least 13 years, the Labor Department said.</p><p><blockquote>剔除波动较大的食品和能源指数，核心消费者价格指数依然火爆。11月核心CPI环比上涨0.5%，年率为4.9%，符合预期。食品指数全年上涨6.1%，能源指数飙升33.3%。劳工部表示，这两项变化都是至少13年来每个行业最大的年度增幅。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/cpi-inflation-report-data-november-51639083602?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/cpi-inflation-report-data-november-51639083602?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190592406","content_text":"Consumer prices rose 0.8% in November from a month earlier, and the year-over-year rate surged to 6.8%, the fastest annual pace since 1982.\nThe data puts inflation at a level widely expected to prompt the Federal Reserve to move more quickly to tighten monetary policy. It could also hamper President Joe Biden’s goal of passing a multitrillion-dollar social spending package through Congress before the end of the year, given key lawmakers’ concerns over rising prices.\nEconomists had expected a 0.7% rise over the month and a 6.7% increase year over year. The November data shows a slight slowdown in the monthly pace of price increases from a 0.9% rate the month before. But the 6.8% year-over-year rise marks a big jump in the annual rate, which was 6.2% in October.\nAlthough the numbers were higher than economists had penciled in, the initial market reaction suggests the rate of price increases weren’t as bad as some investors may have feared. Bond yields dropped initially, though they soon began to bounce back, and stock-index futures jumped immediately after the data landed. Some 20 minutes after the report, futures on the S&P 500 were 0.8% higher.\nThe uptick in the inflation rate in November was “the result of broad increases in most component indexes,” the Labor Department said.\nThat shows that inflation is spreading beyond the handful of key pandemic-affected sectors that saw the most significant increases this summer, and could be more persistent than initially anticipated.Rising prices for gasoline, shelter, food, used cars and trucks, and new cars were some of the largest contributors to the overall headline increase.\nExcluding the more volatile food and energy indexes, the core consumer-price index remained hot. Core CPI rose 0.5% in November from the month before, and the annual rate stands at 4.9%, in line with expectations. The food index rose 6.1% over the year, while the energy index surged 33.3%. Both changes are the largest annual increases in each sector in at least 13 years, the Labor Department said.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602845537,"gmtCreate":1639009992229,"gmtModify":1639009992523,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568714328624189","idStr":"3568714328624189"},"themes":[],"htmlText":"Go for banks while they are srill low. They will benefit from tapering and highee interest rates. <a href=\"https://laohu8.com/S/XLF\">$Financial Select Sector SPDR Fund(XLF)$</a> <a href=\"https://laohu8.com/S/JPM\">$JPMorgan Chase(JPM)$</a>","listText":"Go for banks while they are srill low. They will benefit from tapering and highee interest rates. <a href=\"https://laohu8.com/S/XLF\">$Financial Select Sector SPDR Fund(XLF)$</a> <a href=\"https://laohu8.com/S/JPM\">$JPMorgan Chase(JPM)$</a>","text":"Go for banks while they are srill low. They will benefit from tapering and highee interest rates. $Financial Select Sector SPDR Fund(XLF)$ $JPMorgan Chase(JPM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602845537","repostId":"606755423","repostType":1,"repost":{"id":606755423,"gmtCreate":1638931672259,"gmtModify":1638933427672,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【12月8日】中概普涨，美股连续第二日收高，今天什么值得买？","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 12月8日，恒生指数开盘上涨106.36点，涨幅0.44%，报24090.02点；国企指数开盘上涨34.9点，涨幅0.41%，报8562.02点；红筹指数开盘上涨21.42点，涨幅0.56%，报3860.98点。 恒生科技指数涨0.52%，大型科技股多数延续昨日反弹行情，<a target=\"_blank\" href=\"https://laohu8.com/S/09626\">$哔哩哔哩-SW(09626)$</a> 涨近5%，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 涨1.7%，<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 小幅高开，惟昨日领衔大涨的<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 低开3%； 内房股与物管股继续走强，体育用品股、互联网医疗股、光伏股、濠赌股、药品股普遍高开，<a target=\"_blank\" href=\"https://laohu8.com/S/00960\">$龙湖集团(00960)$</a> 涨近5%，","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 12月8日，恒生指数开盘上涨106.36点，涨幅0.44%，报24090.02点；国企指数开盘上涨34.9点，涨幅0.41%，报8562.02点；红筹指数开盘上涨21.42点，涨幅0.56%，报3860.98点。 恒生科技指数涨0.52%，大型科技股多数延续昨日反弹行情，<a target=\"_blank\" href=\"https://laohu8.com/S/09626\">$哔哩哔哩-SW(09626)$</a> 涨近5%，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 涨1.7%，<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 小幅高开，惟昨日领衔大涨的<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 低开3%； 内房股与物管股继续走强，体育用品股、互联网医疗股、光伏股、濠赌股、药品股普遍高开，<a target=\"_blank\" href=\"https://laohu8.com/S/00960\">$龙湖集团(00960)$</a> 涨近5%，","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 12月8日，恒生指数开盘上涨106.36点，涨幅0.44%，报24090.02点；国企指数开盘上涨34.9点，涨幅0.41%，报8562.02点；红筹指数开盘上涨21.42点，涨幅0.56%，报3860.98点。 恒生科技指数涨0.52%，大型科技股多数延续昨日反弹行情，$哔哩哔哩-SW(09626)$ 涨近5%，$美团-W(03690)$ 涨1.7%，$小米集团-W(01810)$ 、$百度集团-SW(09888)$ 、$腾讯控股(00700)$ 小幅高开，惟昨日领衔大涨的$阿里巴巴-SW(09988)$ 低开3%； 内房股与物管股继续走强，体育用品股、互联网医疗股、光伏股、濠赌股、药品股普遍高开，$龙湖集团(00960)$ 涨近5%，","images":[{"img":"https://static.tigerbbs.com/d1b7fa5cbfb452ae60a9242dc7fcf83e","width":"300","height":"300"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606755423","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606581328,"gmtCreate":1638892976664,"gmtModify":1638892976897,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568714328624189","idStr":"3568714328624189"},"themes":[],"htmlText":"Please share the following to help us combat the volatile 2022: 1. Key industries to focus on and their outlook 2. How to value a company and buying at appropriate prices 3. Portfolio allocation","listText":"Please share the following to help us combat the volatile 2022: 1. Key industries to focus on and their outlook 2. How to value a company and buying at appropriate prices 3. Portfolio allocation","text":"Please share the following to help us combat the volatile 2022: 1. Key industries to focus on and their outlook 2. How to value a company and buying at appropriate prices 3. Portfolio allocation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606581328","repostId":"601610582","repostType":1,"repost":{"id":601610582,"gmtCreate":1638521571643,"gmtModify":1638861858944,"author":{"id":"3585780691540522","authorId":"3585780691540522","name":"FundMall","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585780691540522","idStr":"3585780691540522"},"themes":[],"title":"Fund Mall Activity: Win 1000 tiger coins","htmlText":"Pssssssst.&nbsp;Something&nbsp;big&nbsp;is&nbsp;coming!&nbsp;😱 Tiger&nbsp;Brokers&nbsp;will&nbsp;be&nbsp;hosting&nbsp;our&nbsp;very&nbsp;first&nbsp;physical&nbsp;and&nbsp;virtual&nbsp;event&nbsp;in&nbsp;january&nbsp;and&nbsp;we&nbsp;would&nbsp;like&nbsp;you&nbsp;to&nbsp;participate&nbsp;in&nbsp;the&nbsp;preparation&nbsp;of&nbsp;this&nbsp;event!&nbsp;To&nbsp;thank&nbsp;you&nbsp;for&nbsp;helping&nbsp;us&nbsp;in&nbsp;the&nbsp;event,&nbsp;we&nbsp;will&nbsp;be&nbsp;giving&nbsp;away&nbsp;1000&nbsp;tiger&nbsp;coins!&nbsp; How&nbsp;to&nbsp;win&nbsp;this&nbsp;1000&nbsp;tiger&nbsp;coins?&nbsp;😍 Simply&nbsp;comment&nbsp;below&nbsp;your&nbsp;burning&nbsp;topics&nbsp;and&nbsp;questions&nbsp;that&nbsp;you&nbsp;would&nbsp;like&nbsp;us&nbsp;to&nbsp;share&nbsp;during&nbsp;our&nbsp;WWTD&nbsp;event.&nbsp; Oh","listText":"Pssssssst.&nbsp;Something&nbsp;big&nbsp;is&nbsp;coming!&nbsp;😱 Tiger&nbsp;Brokers&nbsp;will&nbsp;be&nbsp;hosting&nbsp;our&nbsp;very&nbsp;first&nbsp;physical&nbsp;and&nbsp;virtual&nbsp;event&nbsp;in&nbsp;january&nbsp;and&nbsp;we&nbsp;would&nbsp;like&nbsp;you&nbsp;to&nbsp;participate&nbsp;in&nbsp;the&nbsp;preparation&nbsp;of&nbsp;this&nbsp;event!&nbsp;To&nbsp;thank&nbsp;you&nbsp;for&nbsp;helping&nbsp;us&nbsp;in&nbsp;the&nbsp;event,&nbsp;we&nbsp;will&nbsp;be&nbsp;giving&nbsp;away&nbsp;1000&nbsp;tiger&nbsp;coins!&nbsp; How&nbsp;to&nbsp;win&nbsp;this&nbsp;1000&nbsp;tiger&nbsp;coins?&nbsp;😍 Simply&nbsp;comment&nbsp;below&nbsp;your&nbsp;burning&nbsp;topics&nbsp;and&nbsp;questions&nbsp;that&nbsp;you&nbsp;would&nbsp;like&nbsp;us&nbsp;to&nbsp;share&nbsp;during&nbsp;our&nbsp;WWTD&nbsp;event.&nbsp; Oh","text":"Pssssssst. Something big is coming! 😱 Tiger Brokers will be hosting our very first physical and virtual event in january and we would like you to participate in the preparation of this event! To thank you for helping us in the event, we will be giving away 1000 tiger coins! How to win this 1000 tiger coins? 😍 Simply comment below your burning topics and questions that you would like us to share during our WWTD event. Oh","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601610582","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608180989,"gmtCreate":1638665297941,"gmtModify":1638669674786,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568714328624189","idStr":"3568714328624189"},"themes":[],"htmlText":"DocuSign is mainly a covid play. Potential for further high growth is limited as there is no strong economic moat with alternatives such as Adobe Sign in place","listText":"DocuSign is mainly a covid play. Potential for further high growth is limited as there is no strong economic moat with alternatives such as Adobe Sign in place","text":"DocuSign is mainly a covid play. Potential for further high growth is limited as there is no strong economic moat with alternatives such as Adobe Sign in place","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608180989","repostId":"608941829","repostType":1,"repost":{"id":608941829,"gmtCreate":1638606229404,"gmtModify":1638606493324,"author":{"id":"3563421686188310","authorId":"3563421686188310","name":"Hopehope赋予希望","avatar":"https://static.tigerbbs.com/9d9527ab7ac6557b84288abebb9ec540","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563421686188310","idStr":"3563421686188310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DOCU\">$Docusign(DOCU)$</a>My YouTube channel:https://youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iwInteresting to see how price performs for this counter. Will do a review on it on YouTube in future","listText":"<a href=\"https://laohu8.com/S/DOCU\">$Docusign(DOCU)$</a>My YouTube channel:https://youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iwInteresting to see how price performs for this counter. Will do a review on it on YouTube in future","text":"$Docusign(DOCU)$My YouTube channel:https://youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iwInteresting to see how price performs for this counter. Will do a review on it on YouTube in future","images":[{"img":"https://static.tigerbbs.com/7d1956fe48463fa0d898913bc41c7000","width":"1080","height":"3006"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608941829","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608395737,"gmtCreate":1638618486729,"gmtModify":1638618486838,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568714328624189","idStr":"3568714328624189"},"themes":[],"htmlText":"The decline is the start of a impending correction. Omicron is not the real trigger, but rather the more hawkish Powell on accelerated tapering and pressure on interest rates hikes.","listText":"The decline is the start of a impending correction. Omicron is not the real trigger, but rather the more hawkish Powell on accelerated tapering and pressure on interest rates hikes.","text":"The decline is the start of a impending correction. Omicron is not the real trigger, but rather the more hawkish Powell on accelerated tapering and pressure on interest rates hikes.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608395737","repostId":"603010556","repostType":1,"repost":{"id":603010556,"gmtCreate":1638337416872,"gmtModify":1750507843306,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"超级新冠病毒“奥密克戎”，会让美股崩盘吗？","htmlText":"一张图就能看出昨天跌的有多惨。。。 有分析人士指出，近期接连的黑天鹅事件，导致的美股的下跌： 1、新冠病毒“奥密克戎”，引发市场恐慌 <a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> 预测，其疫苗在应对“奥密克戎”的效果将远不如之前； 北美、欧洲等多国，计划更严格的入境限制，以应对“奥密克戎”。 2、美联储逐步偏鹰派 昨日，美联储主席&nbsp;鲍威尔&nbsp;表示： 我们此前在通胀问题上忽视了供给侧问题的严重性，普通家庭已感受到高通胀的影响，现在是时候放弃关于通胀‘暂时性’这个词了。 随着通胀上升和经济增长，美联储可能会提前几个月完成缩减购债(taper)。 总之，糟糕的经济、不断的疫情、加息的预期，最终导致了美股连日下跌:有华尔街的分析师表示： 明年美股预计将出现10%-15%的回调，标普500可能会首当其冲。 但有不少投资者却认为，美股的下跌只是暂时的，是抄底的好机会。 …… 最后，大家聊一聊： 你如何看待美股近期的下跌？是下跌结束？还是下跌刚刚开始？ 精彩留言用户可获得888社区积分噢！ <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"一张图就能看出昨天跌的有多惨。。。 有分析人士指出，近期接连的黑天鹅事件，导致的美股的下跌： 1、新冠病毒“奥密克戎”，引发市场恐慌 <a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> 预测，其疫苗在应对“奥密克戎”的效果将远不如之前； 北美、欧洲等多国，计划更严格的入境限制，以应对“奥密克戎”。 2、美联储逐步偏鹰派 昨日，美联储主席&nbsp;鲍威尔&nbsp;表示： 我们此前在通胀问题上忽视了供给侧问题的严重性，普通家庭已感受到高通胀的影响，现在是时候放弃关于通胀‘暂时性’这个词了。 随着通胀上升和经济增长，美联储可能会提前几个月完成缩减购债(taper)。 总之，糟糕的经济、不断的疫情、加息的预期，最终导致了美股连日下跌:有华尔街的分析师表示： 明年美股预计将出现10%-15%的回调，标普500可能会首当其冲。 但有不少投资者却认为，美股的下跌只是暂时的，是抄底的好机会。 …… 最后，大家聊一聊： 你如何看待美股近期的下跌？是下跌结束？还是下跌刚刚开始？ 精彩留言用户可获得888社区积分噢！ <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"一张图就能看出昨天跌的有多惨。。。 有分析人士指出，近期接连的黑天鹅事件，导致的美股的下跌： 1、新冠病毒“奥密克戎”，引发市场恐慌 $Moderna, Inc.(MRNA)$ 预测，其疫苗在应对“奥密克戎”的效果将远不如之前； 北美、欧洲等多国，计划更严格的入境限制，以应对“奥密克戎”。 2、美联储逐步偏鹰派 昨日，美联储主席 鲍威尔 表示： 我们此前在通胀问题上忽视了供给侧问题的严重性，普通家庭已感受到高通胀的影响，现在是时候放弃关于通胀‘暂时性’这个词了。 随着通胀上升和经济增长，美联储可能会提前几个月完成缩减购债(taper)。 总之，糟糕的经济、不断的疫情、加息的预期，最终导致了美股连日下跌:有华尔街的分析师表示： 明年美股预计将出现10%-15%的回调，标普500可能会首当其冲。 但有不少投资者却认为，美股的下跌只是暂时的，是抄底的好机会。 …… 最后，大家聊一聊： 你如何看待美股近期的下跌？是下跌结束？还是下跌刚刚开始？ 精彩留言用户可获得888社区积分噢！ $纳斯达克(.IXIC)$ $标普500(.SPX)$ $道琼斯(.DJI)$ $苹果(AAPL)$ $特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/073809d1976e65691cfa7739f16eba4a","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603010556","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871981909,"gmtCreate":1637019326001,"gmtModify":1637019326129,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568714328624189","idStr":"3568714328624189"},"themes":[],"htmlText":"Buy <a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> <a href=\"https://laohu8.com/S/COST\">$Costco(COST)$</a> <a href=\"https://laohu8.com/S/AMAT\">$Applied Materials(AMAT)$</a>","listText":"Buy <a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> <a href=\"https://laohu8.com/S/COST\">$Costco(COST)$</a> <a href=\"https://laohu8.com/S/AMAT\">$Applied Materials(AMAT)$</a>","text":"Buy $Sea Ltd(SE)$ $Costco(COST)$ $Applied Materials(AMAT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871981909","repostId":"873230492","repostType":1,"repost":{"id":873230492,"gmtCreate":1636944759613,"gmtModify":1636945217559,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🔥【11月15日】看本周关键事件，聊今日交易计划","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月15日讯，恒指高开0.43%，报25437.99点；恒生科技指数涨0.58%，恒生国企指数涨0.34%盘面上，生物医药股强势，<a target=\"_blank\" href=\"https://laohu8.com/S/06185\">$康希诺生物—B(06185)$</a> 高开近7%，<a target=\"_blank\" href=\"https://laohu8.com/S/02269\">$药明生物(02269)$</a> 涨1.52%； 连续下跌的内险股反弹，<a target=\"_blank\" href=\"https://laohu8.com/S/01299\">$友邦保险(01299)$</a> 涨超2%；大型科技股多数上扬，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、$京东09618)$高开超1%，<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 皆有涨幅；光伏股、黄金股普涨，内房股与物管股普跌，融创服务大跌超10%，融创中国跌近7%；电力股、汽车股、航空股普跌。 本周市场前瞻 周一关键词：中国一系列经济数据、声网、","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月15日讯，恒指高开0.43%，报25437.99点；恒生科技指数涨0.58%，恒生国企指数涨0.34%盘面上，生物医药股强势，<a target=\"_blank\" href=\"https://laohu8.com/S/06185\">$康希诺生物—B(06185)$</a> 高开近7%，<a target=\"_blank\" href=\"https://laohu8.com/S/02269\">$药明生物(02269)$</a> 涨1.52%； 连续下跌的内险股反弹，<a target=\"_blank\" href=\"https://laohu8.com/S/01299\">$友邦保险(01299)$</a> 涨超2%；大型科技股多数上扬，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、$京东09618)$高开超1%，<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 皆有涨幅；光伏股、黄金股普涨，内房股与物管股普跌，融创服务大跌超10%，融创中国跌近7%；电力股、汽车股、航空股普跌。 本周市场前瞻 周一关键词：中国一系列经济数据、声网、","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月15日讯，恒指高开0.43%，报25437.99点；恒生科技指数涨0.58%，恒生国企指数涨0.34%盘面上，生物医药股强势，$康希诺生物—B(06185)$ 高开近7%，$药明生物(02269)$ 涨1.52%； 连续下跌的内险股反弹，$友邦保险(01299)$ 涨超2%；大型科技股多数上扬，$腾讯控股(00700)$ 、$京东09618)$高开超1%，$小米集团-W(01810)$ 、$百度集团-SW(09888)$ 、$阿里巴巴-SW(09988)$ 皆有涨幅；光伏股、黄金股普涨，内房股与物管股普跌，融创服务大跌超10%，融创中国跌近7%；电力股、汽车股、航空股普跌。 本周市场前瞻 周一关键词：中国一系列经济数据、声网、","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873230492","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857404305,"gmtCreate":1635553465507,"gmtModify":1635561854224,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568714328624189","idStr":"3568714328624189"},"themes":[],"htmlText":"Microsoft has extremely strong product offering that are tightly integrated, not forgetting its rapidly improving and growing cloud service. Woven into retail &amp; corporate daily life, more room to grow","listText":"Microsoft has extremely strong product offering that are tightly integrated, not forgetting its rapidly improving and growing cloud service. Woven into retail &amp; corporate daily life, more room to grow","text":"Microsoft has extremely strong product offering that are tightly integrated, not forgetting its rapidly improving and growing cloud service. Woven into retail & corporate daily life, more room to grow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857404305","repostId":"855700751","repostType":1,"repost":{"id":855700751,"gmtCreate":1635396448970,"gmtModify":1744960748187,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"微软再创历史新高，市值与苹果仅差341亿！还能涨多少？","htmlText":"昨夜，<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>在公布财报后第一天，大涨4%+，市值与市值与<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 仅差341亿！今晚只要再比苹果多涨一点点，就会成为美股市值榜第一名！微软真是一点也不软啊！ 据微软最新Q3财报显示： 营收 453 亿美元，同比+22%；利润 202 亿，同比+48%。纷纷大超预期。 其中，主营业务均出现高速增长： 办公软件Office 业务，增速23%； 云业务，增速 50%； 微软是互联网的鼻祖企业，从 PC、移动和工业互联网三个时代，无论在互联网怎么发展，它在软件领域都是全球的引领者。 如今，在靓丽的财报驱动下，微软的市值能否一举超越苹果，成为世界第一呢？ …… 最后，大家聊一聊： 你认为微软还能涨多少？能超越苹果吗？ 精彩留言用户可获得888社区积分噢！","listText":"昨夜，<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>在公布财报后第一天，大涨4%+，市值与市值与<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 仅差341亿！今晚只要再比苹果多涨一点点，就会成为美股市值榜第一名！微软真是一点也不软啊！ 据微软最新Q3财报显示： 营收 453 亿美元，同比+22%；利润 202 亿，同比+48%。纷纷大超预期。 其中，主营业务均出现高速增长： 办公软件Office 业务，增速23%； 云业务，增速 50%； 微软是互联网的鼻祖企业，从 PC、移动和工业互联网三个时代，无论在互联网怎么发展，它在软件领域都是全球的引领者。 如今，在靓丽的财报驱动下，微软的市值能否一举超越苹果，成为世界第一呢？ …… 最后，大家聊一聊： 你认为微软还能涨多少？能超越苹果吗？ 精彩留言用户可获得888社区积分噢！","text":"昨夜，$微软(MSFT)$在公布财报后第一天，大涨4%+，市值与市值与$苹果(AAPL)$ 仅差341亿！今晚只要再比苹果多涨一点点，就会成为美股市值榜第一名！微软真是一点也不软啊！ 据微软最新Q3财报显示： 营收 453 亿美元，同比+22%；利润 202 亿，同比+48%。纷纷大超预期。 其中，主营业务均出现高速增长： 办公软件Office 业务，增速23%； 云业务，增速 50%； 微软是互联网的鼻祖企业，从 PC、移动和工业互联网三个时代，无论在互联网怎么发展，它在软件领域都是全球的引领者。 如今，在靓丽的财报驱动下，微软的市值能否一举超越苹果，成为世界第一呢？ …… 最后，大家聊一聊： 你认为微软还能涨多少？能超越苹果吗？ 精彩留言用户可获得888社区积分噢！","images":[{"img":"https://static.tigerbbs.com/c3c7625573cc04726dccfeabb53eb713","width":"1000","height":"667"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855700751","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857406585,"gmtCreate":1635553302147,"gmtModify":1635561848672,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568714328624189","idStr":"3568714328624189"},"themes":[],"htmlText":"Metaverse may be the next big thing. Meta definitely has the resources and vision of a strong founder to make it happen. Am optimistic of its future","listText":"Metaverse may be the next big thing. Meta definitely has the resources and vision of a strong founder to make it happen. Am optimistic of its future","text":"Metaverse may be the next big thing. Meta definitely has the resources and vision of a strong founder to make it happen. Am optimistic of its future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857406585","repostId":"854737844","repostType":1,"repost":{"id":854737844,"gmtCreate":1635481578684,"gmtModify":1750507843547,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"Facebook更名为Meta,，all in 元宇宙！你看好吗？","htmlText":"FB新logo 美东时间10月28日周四，Facebook正式宣布，公司名将更改为Meta！ 这意味着： Facebook战略主线，将从“社交”转向“元宇宙”！ 扎克伯格，表示： 今天，我们被视为一家社交媒体公司，但在我们的DNA里，我们是一家创造技术联通人与人的公司，就像我们起步的社交网络一样，元宇宙是下一个那样的前沿。我们的品牌和一个产品非常紧密地联系在一起，这个产品可能无法代表今天我们所做的一切，更遑论未来。 从现在起，我们放在第一位的是元宇宙，而不是Facebook。 早在今年7月，扎克伯格就描述了他对元宇宙的愿景，希望用五年左右时间将Facebook打造为一家元宇宙公司。 元宇宙是啥？ 元宇宙是互联网的又一次新变革。 再通俗一点讲，它很像一款电子游戏，但它又很不一样。因为这里，不想传统网游中那样，设有条条框框，它更开放，确切的说，更像是一个虚拟世界。这个虚拟世界，由不同的人参与其中，每个人会拥有与当下截然不同的身份，尝试另一种人生。如果元宇宙发展的足够先进，它甚至可以成为与现实世界平行的第二世界。 对于普通人来说，现实的世界有多么残酷，那么元宇宙的世界就会有多么令人神往！ 最后，我想Facebook的All&nbsp;in&nbsp;元宇宙，是一场革命，为了更辉煌的未来；也是一场豪赌，面临着未知的风险。 …… 最后，大家聊一聊： 你看好Facebook&nbsp;改名Meta、以及All&nbsp;in&nbsp;元宇宙的战略吗？ 精彩留言用户可获得888社区积分噢！ <a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>","listText":"FB新logo 美东时间10月28日周四，Facebook正式宣布，公司名将更改为Meta！ 这意味着： Facebook战略主线，将从“社交”转向“元宇宙”！ 扎克伯格，表示： 今天，我们被视为一家社交媒体公司，但在我们的DNA里，我们是一家创造技术联通人与人的公司，就像我们起步的社交网络一样，元宇宙是下一个那样的前沿。我们的品牌和一个产品非常紧密地联系在一起，这个产品可能无法代表今天我们所做的一切，更遑论未来。 从现在起，我们放在第一位的是元宇宙，而不是Facebook。 早在今年7月，扎克伯格就描述了他对元宇宙的愿景，希望用五年左右时间将Facebook打造为一家元宇宙公司。 元宇宙是啥？ 元宇宙是互联网的又一次新变革。 再通俗一点讲，它很像一款电子游戏，但它又很不一样。因为这里，不想传统网游中那样，设有条条框框，它更开放，确切的说，更像是一个虚拟世界。这个虚拟世界，由不同的人参与其中，每个人会拥有与当下截然不同的身份，尝试另一种人生。如果元宇宙发展的足够先进，它甚至可以成为与现实世界平行的第二世界。 对于普通人来说，现实的世界有多么残酷，那么元宇宙的世界就会有多么令人神往！ 最后，我想Facebook的All&nbsp;in&nbsp;元宇宙，是一场革命，为了更辉煌的未来；也是一场豪赌，面临着未知的风险。 …… 最后，大家聊一聊： 你看好Facebook&nbsp;改名Meta、以及All&nbsp;in&nbsp;元宇宙的战略吗？ 精彩留言用户可获得888社区积分噢！ <a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>","text":"FB新logo 美东时间10月28日周四，Facebook正式宣布，公司名将更改为Meta！ 这意味着： Facebook战略主线，将从“社交”转向“元宇宙”！ 扎克伯格，表示： 今天，我们被视为一家社交媒体公司，但在我们的DNA里，我们是一家创造技术联通人与人的公司，就像我们起步的社交网络一样，元宇宙是下一个那样的前沿。我们的品牌和一个产品非常紧密地联系在一起，这个产品可能无法代表今天我们所做的一切，更遑论未来。 从现在起，我们放在第一位的是元宇宙，而不是Facebook。 早在今年7月，扎克伯格就描述了他对元宇宙的愿景，希望用五年左右时间将Facebook打造为一家元宇宙公司。 元宇宙是啥？ 元宇宙是互联网的又一次新变革。 再通俗一点讲，它很像一款电子游戏，但它又很不一样。因为这里，不想传统网游中那样，设有条条框框，它更开放，确切的说，更像是一个虚拟世界。这个虚拟世界，由不同的人参与其中，每个人会拥有与当下截然不同的身份，尝试另一种人生。如果元宇宙发展的足够先进，它甚至可以成为与现实世界平行的第二世界。 对于普通人来说，现实的世界有多么残酷，那么元宇宙的世界就会有多么令人神往！ 最后，我想Facebook的All in 元宇宙，是一场革命，为了更辉煌的未来；也是一场豪赌，面临着未知的风险。 …… 最后，大家聊一聊： 你看好Facebook 改名Meta、以及All in 元宇宙的战略吗？ 精彩留言用户可获得888社区积分噢！ $Facebook(FB)$","images":[{"img":"https://static.tigerbbs.com/1c69e1b0d3907861d6c41c23f41db89f","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854737844","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857403887,"gmtCreate":1635553088449,"gmtModify":1635553088537,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568714328624189","idStr":"3568714328624189"},"themes":[],"htmlText":"Market is overly bullish despite bad news on rising cost, inflation and supply chain issue. Be careful as it gets uncertain for next Wed’s anmouncement on Fed tapering","listText":"Market is overly bullish despite bad news on rising cost, inflation and supply chain issue. Be careful as it gets uncertain for next Wed’s anmouncement on Fed tapering","text":"Market is overly bullish despite bad news on rising cost, inflation and supply chain issue. Be careful as it gets uncertain for next Wed’s anmouncement on Fed tapering","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857403887","repostId":"857965822","repostType":1,"repost":{"id":857965822,"gmtCreate":1635502878762,"gmtModify":1743455474187,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"苹果、亚马逊盘前暴跌，会带崩美股吗？","htmlText":"10月28日周四美股盘后，<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 发布业绩，均不及预期！ 其中，苹果，盘前跌近4%： 季度营收834亿美元，同比+29%，不及预期的847亿美元， 是四年来首低于预期。 对此，公司CEO库克表示： 业绩不及预期的原因，主要是由于 供应限制大于预期，所造成负面影响预计高达60亿美元，除了芯片短缺，还与东南亚因疫情复燃导致的制造中断有关。当前的9-12月重磅年末节假日购物季 「将面临更严重的供应限制」。 另一边，亚马逊，盘前跌近5%： 季度营收1108亿美元，同比+15%，不及预期的1118亿美元。同时，预计下一季度营收在1300亿美元至1400亿美元之间，低于预期的1416亿美元。 对此，亚马逊还警告称： 由于供应瓶颈，将多花费几十亿美元扩招员工并加大运输支出，下个季度可能赚不到钱。 简而言之，两家公司都是因为【全球供应链紧张问题】而导致的业绩低迷，而供应链问题的根源还是因为疫情。 另一方面，今年的三季度，供应链完好的企业，在业绩上的表现还是很优秀的。 比如，对供应链依赖较低的<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> ，以及因为供应链几乎全在中国而得以保全的<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&lt;</a>","listText":"10月28日周四美股盘后，<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 发布业绩，均不及预期！ 其中，苹果，盘前跌近4%： 季度营收834亿美元，同比+29%，不及预期的847亿美元， 是四年来首低于预期。 对此，公司CEO库克表示： 业绩不及预期的原因，主要是由于 供应限制大于预期，所造成负面影响预计高达60亿美元，除了芯片短缺，还与东南亚因疫情复燃导致的制造中断有关。当前的9-12月重磅年末节假日购物季 「将面临更严重的供应限制」。 另一边，亚马逊，盘前跌近5%： 季度营收1108亿美元，同比+15%，不及预期的1118亿美元。同时，预计下一季度营收在1300亿美元至1400亿美元之间，低于预期的1416亿美元。 对此，亚马逊还警告称： 由于供应瓶颈，将多花费几十亿美元扩招员工并加大运输支出，下个季度可能赚不到钱。 简而言之，两家公司都是因为【全球供应链紧张问题】而导致的业绩低迷，而供应链问题的根源还是因为疫情。 另一方面，今年的三季度，供应链完好的企业，在业绩上的表现还是很优秀的。 比如，对供应链依赖较低的<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> ，以及因为供应链几乎全在中国而得以保全的<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&lt;</a>","text":"10月28日周四美股盘后，$苹果(AAPL)$ $亚马逊(AMZN)$ 发布业绩，均不及预期！ 其中，苹果，盘前跌近4%： 季度营收834亿美元，同比+29%，不及预期的847亿美元， 是四年来首低于预期。 对此，公司CEO库克表示： 业绩不及预期的原因，主要是由于 供应限制大于预期，所造成负面影响预计高达60亿美元，除了芯片短缺，还与东南亚因疫情复燃导致的制造中断有关。当前的9-12月重磅年末节假日购物季 「将面临更严重的供应限制」。 另一边，亚马逊，盘前跌近5%： 季度营收1108亿美元，同比+15%，不及预期的1118亿美元。同时，预计下一季度营收在1300亿美元至1400亿美元之间，低于预期的1416亿美元。 对此，亚马逊还警告称： 由于供应瓶颈，将多花费几十亿美元扩招员工并加大运输支出，下个季度可能赚不到钱。 简而言之，两家公司都是因为【全球供应链紧张问题】而导致的业绩低迷，而供应链问题的根源还是因为疫情。 另一方面，今年的三季度，供应链完好的企业，在业绩上的表现还是很优秀的。 比如，对供应链依赖较低的$微软(MSFT)$ $谷歌(GOOG)$ ，以及因为供应链几乎全在中国而得以保全的$特斯拉(TSLA)$<","images":[{"img":"https://static.tigerbbs.com/dbaca764743010efcf0d0941adc0a0f8","width":"640","height":"360"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857965822","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855294736,"gmtCreate":1635376871125,"gmtModify":1635388550407,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568714328624189","idStr":"3568714328624189"},"themes":[],"htmlText":"Load up on data center related stocks - it’s the future. $NVIDIA Corp(NVDA)$ $MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ $AMD(AMD)$","listText":"Load up on data center related stocks - it’s the future. $NVIDIA Corp(NVDA)$ $MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ $AMD(AMD)$","text":"Load up on data center related stocks - it’s the future. $NVIDIA Corp(NVDA)$ $MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ $AMD(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855294736","repostId":"852716100","repostType":1,"repost":{"id":852716100,"gmtCreate":1635302410796,"gmtModify":1635303162875,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【10月27日】美股三连涨！热门中概普跌！今天什么值得买","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 10月27日讯，港股三大指数大幅低开，恒指跌0.93%报25795点，国指跌1.19%报9149点，恒生科技指数跌1.82%报6532点。 盘面上，大型科技股集体下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 均跌超2%；教育股、电力股、保险股、银行股、生物医药股普遍下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/06169\">$宇华教育(06169)$</a> 大跌超14%；内房股、物管股多数低开，万科企业、<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> 跌超1%，","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 10月27日讯，港股三大指数大幅低开，恒指跌0.93%报25795点，国指跌1.19%报9149点，恒生科技指数跌1.82%报6532点。 盘面上，大型科技股集体下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 均跌超2%；教育股、电力股、保险股、银行股、生物医药股普遍下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/06169\">$宇华教育(06169)$</a> 大跌超14%；内房股、物管股多数低开，万科企业、<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> 跌超1%，","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月27日讯，港股三大指数大幅低开，恒指跌0.93%报25795点，国指跌1.19%报9149点，恒生科技指数跌1.82%报6532点。 盘面上，大型科技股集体下跌，$百度集团-SW(09888)$ 、$网易-S(09999)$ 跌近4%，$快手-W(01024)$ 跌超3%，$腾讯控股(00700)$ 、$美团-W(03690)$ 、$京东集团-SW(09618)$ 均跌超2%；教育股、电力股、保险股、银行股、生物医药股普遍下跌，$宇华教育(06169)$ 大跌超14%；内房股、物管股多数低开，万科企业、$融创中国(01918)$ 跌超1%，","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852716100","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855294380,"gmtCreate":1635376821940,"gmtModify":1635388543044,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568714328624189","idStr":"3568714328624189"},"themes":[],"htmlText":"Load up on data center related stocks - it’s the future. <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <a href=\"https://laohu8.com/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a> <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>","listText":"Load up on data center related stocks - it’s the future. <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <a href=\"https://laohu8.com/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a> <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>","text":"Load up on data center related stocks - it’s the future. $NVIDIA Corp(NVDA)$ $MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ $AMD(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855294380","repostId":"852716100","repostType":1,"repost":{"id":852716100,"gmtCreate":1635302410796,"gmtModify":1635303162875,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【10月27日】美股三连涨！热门中概普跌！今天什么值得买","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 10月27日讯，港股三大指数大幅低开，恒指跌0.93%报25795点，国指跌1.19%报9149点，恒生科技指数跌1.82%报6532点。 盘面上，大型科技股集体下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 均跌超2%；教育股、电力股、保险股、银行股、生物医药股普遍下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/06169\">$宇华教育(06169)$</a> 大跌超14%；内房股、物管股多数低开，万科企业、<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> 跌超1%，","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 10月27日讯，港股三大指数大幅低开，恒指跌0.93%报25795点，国指跌1.19%报9149点，恒生科技指数跌1.82%报6532点。 盘面上，大型科技股集体下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 均跌超2%；教育股、电力股、保险股、银行股、生物医药股普遍下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/06169\">$宇华教育(06169)$</a> 大跌超14%；内房股、物管股多数低开，万科企业、<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> 跌超1%，","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月27日讯，港股三大指数大幅低开，恒指跌0.93%报25795点，国指跌1.19%报9149点，恒生科技指数跌1.82%报6532点。 盘面上，大型科技股集体下跌，$百度集团-SW(09888)$ 、$网易-S(09999)$ 跌近4%，$快手-W(01024)$ 跌超3%，$腾讯控股(00700)$ 、$美团-W(03690)$ 、$京东集团-SW(09618)$ 均跌超2%；教育股、电力股、保险股、银行股、生物医药股普遍下跌，$宇华教育(06169)$ 大跌超14%；内房股、物管股多数低开，万科企业、$融创中国(01918)$ 跌超1%，","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852716100","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855295221,"gmtCreate":1635376806563,"gmtModify":1635388536486,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568714328624189","idStr":"3568714328624189"},"themes":[],"htmlText":"Load up on data center related stocks - it’s the future. <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <a href=\"https://laohu8.com/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a> <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>","listText":"Load up on data center related stocks - it’s the future. <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <a href=\"https://laohu8.com/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a> <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>","text":"Load up on data center related stocks - it’s the future. $NVIDIA Corp(NVDA)$ $MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ $AMD(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855295221","repostId":"852716100","repostType":1,"repost":{"id":852716100,"gmtCreate":1635302410796,"gmtModify":1635303162875,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【10月27日】美股三连涨！热门中概普跌！今天什么值得买","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 10月27日讯，港股三大指数大幅低开，恒指跌0.93%报25795点，国指跌1.19%报9149点，恒生科技指数跌1.82%报6532点。 盘面上，大型科技股集体下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 均跌超2%；教育股、电力股、保险股、银行股、生物医药股普遍下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/06169\">$宇华教育(06169)$</a> 大跌超14%；内房股、物管股多数低开，万科企业、<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> 跌超1%，","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 10月27日讯，港股三大指数大幅低开，恒指跌0.93%报25795点，国指跌1.19%报9149点，恒生科技指数跌1.82%报6532点。 盘面上，大型科技股集体下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 均跌超2%；教育股、电力股、保险股、银行股、生物医药股普遍下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/06169\">$宇华教育(06169)$</a> 大跌超14%；内房股、物管股多数低开，万科企业、<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> 跌超1%，","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月27日讯，港股三大指数大幅低开，恒指跌0.93%报25795点，国指跌1.19%报9149点，恒生科技指数跌1.82%报6532点。 盘面上，大型科技股集体下跌，$百度集团-SW(09888)$ 、$网易-S(09999)$ 跌近4%，$快手-W(01024)$ 跌超3%，$腾讯控股(00700)$ 、$美团-W(03690)$ 、$京东集团-SW(09618)$ 均跌超2%；教育股、电力股、保险股、银行股、生物医药股普遍下跌，$宇华教育(06169)$ 大跌超14%；内房股、物管股多数低开，万科企业、$融创中国(01918)$ 跌超1%，","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852716100","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855292728,"gmtCreate":1635376789164,"gmtModify":1635388532678,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568714328624189","idStr":"3568714328624189"},"themes":[],"htmlText":"Load up on data center related stocks - it’s the future. <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <a href=\"https://laohu8.com/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a> <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>","listText":"Load up on data center related stocks - it’s the future. <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <a href=\"https://laohu8.com/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a> <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>","text":"Load up on data center related stocks - it’s the future. $NVIDIA Corp(NVDA)$ $MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ $AMD(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855292728","repostId":"852716100","repostType":1,"repost":{"id":852716100,"gmtCreate":1635302410796,"gmtModify":1635303162875,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【10月27日】美股三连涨！热门中概普跌！今天什么值得买","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 10月27日讯，港股三大指数大幅低开，恒指跌0.93%报25795点，国指跌1.19%报9149点，恒生科技指数跌1.82%报6532点。 盘面上，大型科技股集体下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 均跌超2%；教育股、电力股、保险股、银行股、生物医药股普遍下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/06169\">$宇华教育(06169)$</a> 大跌超14%；内房股、物管股多数低开，万科企业、<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> 跌超1%，","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 10月27日讯，港股三大指数大幅低开，恒指跌0.93%报25795点，国指跌1.19%报9149点，恒生科技指数跌1.82%报6532点。 盘面上，大型科技股集体下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 均跌超2%；教育股、电力股、保险股、银行股、生物医药股普遍下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/06169\">$宇华教育(06169)$</a> 大跌超14%；内房股、物管股多数低开，万科企业、<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> 跌超1%，","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月27日讯，港股三大指数大幅低开，恒指跌0.93%报25795点，国指跌1.19%报9149点，恒生科技指数跌1.82%报6532点。 盘面上，大型科技股集体下跌，$百度集团-SW(09888)$ 、$网易-S(09999)$ 跌近4%，$快手-W(01024)$ 跌超3%，$腾讯控股(00700)$ 、$美团-W(03690)$ 、$京东集团-SW(09618)$ 均跌超2%；教育股、电力股、保险股、银行股、生物医药股普遍下跌，$宇华教育(06169)$ 大跌超14%；内房股、物管股多数低开，万科企业、$融创中国(01918)$ 跌超1%，","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852716100","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855292197,"gmtCreate":1635376773019,"gmtModify":1635388433594,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568714328624189","idStr":"3568714328624189"},"themes":[],"htmlText":"Load up on data center related stocks - it’s the future. <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <a href=\"https://laohu8.com/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a> <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>","listText":"Load up on data center related stocks - it’s the future. <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <a href=\"https://laohu8.com/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a> <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>","text":"Load up on data center related stocks - it’s the future. $NVIDIA Corp(NVDA)$ $MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ $AMD(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855292197","repostId":"852716100","repostType":1,"repost":{"id":852716100,"gmtCreate":1635302410796,"gmtModify":1635303162875,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【10月27日】美股三连涨！热门中概普跌！今天什么值得买","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 10月27日讯，港股三大指数大幅低开，恒指跌0.93%报25795点，国指跌1.19%报9149点，恒生科技指数跌1.82%报6532点。 盘面上，大型科技股集体下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 均跌超2%；教育股、电力股、保险股、银行股、生物医药股普遍下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/06169\">$宇华教育(06169)$</a> 大跌超14%；内房股、物管股多数低开，万科企业、<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> 跌超1%，","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 10月27日讯，港股三大指数大幅低开，恒指跌0.93%报25795点，国指跌1.19%报9149点，恒生科技指数跌1.82%报6532点。 盘面上，大型科技股集体下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 均跌超2%；教育股、电力股、保险股、银行股、生物医药股普遍下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/06169\">$宇华教育(06169)$</a> 大跌超14%；内房股、物管股多数低开，万科企业、<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> 跌超1%，","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月27日讯，港股三大指数大幅低开，恒指跌0.93%报25795点，国指跌1.19%报9149点，恒生科技指数跌1.82%报6532点。 盘面上，大型科技股集体下跌，$百度集团-SW(09888)$ 、$网易-S(09999)$ 跌近4%，$快手-W(01024)$ 跌超3%，$腾讯控股(00700)$ 、$美团-W(03690)$ 、$京东集团-SW(09618)$ 均跌超2%；教育股、电力股、保险股、银行股、生物医药股普遍下跌，$宇华教育(06169)$ 大跌超14%；内房股、物管股多数低开，万科企业、$融创中国(01918)$ 跌超1%，","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852716100","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855296547,"gmtCreate":1635376757589,"gmtModify":1635388426697,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568714328624189","idStr":"3568714328624189"},"themes":[],"htmlText":"Load up on data center related stocks - it’s the future. <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <a href=\"https://laohu8.com/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a> <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>","listText":"Load up on data center related stocks - it’s the future. <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <a href=\"https://laohu8.com/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a> <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>","text":"Load up on data center related stocks - it’s the future. $NVIDIA Corp(NVDA)$ $MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ $AMD(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855296547","repostId":"852716100","repostType":1,"repost":{"id":852716100,"gmtCreate":1635302410796,"gmtModify":1635303162875,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【10月27日】美股三连涨！热门中概普跌！今天什么值得买","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 10月27日讯，港股三大指数大幅低开，恒指跌0.93%报25795点，国指跌1.19%报9149点，恒生科技指数跌1.82%报6532点。 盘面上，大型科技股集体下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 均跌超2%；教育股、电力股、保险股、银行股、生物医药股普遍下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/06169\">$宇华教育(06169)$</a> 大跌超14%；内房股、物管股多数低开，万科企业、<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> 跌超1%，","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 10月27日讯，港股三大指数大幅低开，恒指跌0.93%报25795点，国指跌1.19%报9149点，恒生科技指数跌1.82%报6532点。 盘面上，大型科技股集体下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 均跌超2%；教育股、电力股、保险股、银行股、生物医药股普遍下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/06169\">$宇华教育(06169)$</a> 大跌超14%；内房股、物管股多数低开，万科企业、<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> 跌超1%，","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月27日讯，港股三大指数大幅低开，恒指跌0.93%报25795点，国指跌1.19%报9149点，恒生科技指数跌1.82%报6532点。 盘面上，大型科技股集体下跌，$百度集团-SW(09888)$ 、$网易-S(09999)$ 跌近4%，$快手-W(01024)$ 跌超3%，$腾讯控股(00700)$ 、$美团-W(03690)$ 、$京东集团-SW(09618)$ 均跌超2%；教育股、电力股、保险股、银行股、生物医药股普遍下跌，$宇华教育(06169)$ 大跌超14%；内房股、物管股多数低开，万科企业、$融创中国(01918)$ 跌超1%，","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852716100","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851760943,"gmtCreate":1634946128882,"gmtModify":1634946129148,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568714328624189","idStr":"3568714328624189"},"themes":[],"htmlText":"Tapering is on track. Load up on banking stocks <a href=\"https://laohu8.com/S/XLF\">$Financial Select Sector SPDR Fund(XLF)$</a> <a href=\"https://laohu8.com/S/JPM\">$JPMorgan Chase(JPM)$</a> Chinese teck bottomed out ans back on track <a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a> , Tencent to load up","listText":"Tapering is on track. Load up on banking stocks <a href=\"https://laohu8.com/S/XLF\">$Financial Select Sector SPDR Fund(XLF)$</a> <a href=\"https://laohu8.com/S/JPM\">$JPMorgan Chase(JPM)$</a> Chinese teck bottomed out ans back on track <a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a> , Tencent to load up","text":"Tapering is on track. Load up on banking stocks $Financial Select Sector SPDR Fund(XLF)$ $JPMorgan Chase(JPM)$ Chinese teck bottomed out ans back on track $Alibaba(09988)$ , Tencent to load up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851760943","repostId":"851363267","repostType":1,"repost":{"id":851363267,"gmtCreate":1634871013856,"gmtModify":1721025481441,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🔥【10月22日】标普连涨7天，热门中概涨跌不一，今天买点啥？","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月22日讯，港股三大指数高开，恒指涨0.37%报26114点，国指涨0.54%报9323点，恒生科技指数涨0.57%报6673点。 盘面上，楼市末端利好隐现，内房股与物管股再度走强，<a target=\"_blank\" href=\"https://laohu8.com/S/00960\">$龙湖集团(00960)$</a> 大涨近8%，<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> 大涨6%，融创服务、碧桂园服务等集体高开；内险股延续昨日强势，<a target=\"_blank\" href=\"https://laohu8.com/S/02318\">$中国平安(02318)$</a> 高开近3%；大型科技股普涨，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨2.4%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 涨1.7%，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 等皆上涨；电力股、石油股、铝业股、黄金等有色金属股普跌。 <a target=\"_blank\" href=\"https://laohu8.com/S/01773\">$天立教育(01773)$</a>","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月22日讯，港股三大指数高开，恒指涨0.37%报26114点，国指涨0.54%报9323点，恒生科技指数涨0.57%报6673点。 盘面上，楼市末端利好隐现，内房股与物管股再度走强，<a target=\"_blank\" href=\"https://laohu8.com/S/00960\">$龙湖集团(00960)$</a> 大涨近8%，<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> 大涨6%，融创服务、碧桂园服务等集体高开；内险股延续昨日强势，<a target=\"_blank\" href=\"https://laohu8.com/S/02318\">$中国平安(02318)$</a> 高开近3%；大型科技股普涨，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨2.4%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 涨1.7%，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 等皆上涨；电力股、石油股、铝业股、黄金等有色金属股普跌。 <a target=\"_blank\" href=\"https://laohu8.com/S/01773\">$天立教育(01773)$</a>","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月22日讯，港股三大指数高开，恒指涨0.37%报26114点，国指涨0.54%报9323点，恒生科技指数涨0.57%报6673点。 盘面上，楼市末端利好隐现，内房股与物管股再度走强，$龙湖集团(00960)$ 大涨近8%，$融创中国(01918)$ 大涨6%，融创服务、碧桂园服务等集体高开；内险股延续昨日强势，$中国平安(02318)$ 高开近3%；大型科技股普涨，$网易-S(09999)$ 涨2.4%，$快手-W(01024)$ 涨1.7%，$美团-W(03690)$ 、$腾讯控股(00700)$ 等皆上涨；电力股、石油股、铝业股、黄金等有色金属股普跌。 $天立教育(01773)$","images":[{"img":"https://static.tigerbbs.com/df3e36c6bd9564bad7633c16875152fa","width":"297","height":"169"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851363267","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853397151,"gmtCreate":1634772628873,"gmtModify":1634772629196,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568714328624189","idStr":"3568714328624189"},"themes":[],"htmlText":"Trend has reversed for Chinese tech, time to bargain hunt for those with good fundamentals <a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a> <a href=\"https://laohu8.com/S/09888\">$BIDU-SW(09888)$</a> <a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>","listText":"Trend has reversed for Chinese tech, time to bargain hunt for those with good fundamentals <a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a> <a href=\"https://laohu8.com/S/09888\">$BIDU-SW(09888)$</a> <a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>","text":"Trend has reversed for Chinese tech, time to bargain hunt for those with good fundamentals $Alibaba(09988)$ $BIDU-SW(09888)$ $TENCENT(00700)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853397151","repostId":"859259379","repostType":1,"repost":{"id":859259379,"gmtCreate":1634702620887,"gmtModify":1750507871135,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"恒生科技大涨：阿里、快手、美团、腾讯全面反弹！","htmlText":"临近中午，恒生科技指数大涨，其中： 阿里系全面走强，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨幅接近9%、<a target=\"_blank\" href=\"https://laohu8.com/S/00241\">$阿里健康(00241)$</a> 涨超15%。消息上，阿里云宣布推出第四代神龙架构，首次搭载全球唯一的大规模弹性RDMA加速网络，网络延迟整体降低80%以上，首次将云计算带进5微秒时延时代； <a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超5%，据悉百度Apollo联合威马发两款新车，新车型均基于威马W6打造； 此外，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 等均出现较大涨幅。 …… 最后，大家聊一聊： 你如何看港股科技股的大反弹？ 现在可以抄底了吗？看好哪个？ 精彩留言用户可获得888社区","listText":"临近中午，恒生科技指数大涨，其中： 阿里系全面走强，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨幅接近9%、<a target=\"_blank\" href=\"https://laohu8.com/S/00241\">$阿里健康(00241)$</a> 涨超15%。消息上，阿里云宣布推出第四代神龙架构，首次搭载全球唯一的大规模弹性RDMA加速网络，网络延迟整体降低80%以上，首次将云计算带进5微秒时延时代； <a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超5%，据悉百度Apollo联合威马发两款新车，新车型均基于威马W6打造； 此外，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 等均出现较大涨幅。 …… 最后，大家聊一聊： 你如何看港股科技股的大反弹？ 现在可以抄底了吗？看好哪个？ 精彩留言用户可获得888社区","text":"临近中午，恒生科技指数大涨，其中： 阿里系全面走强，$阿里巴巴-SW(09988)$ 涨幅接近9%、$阿里健康(00241)$ 涨超15%。消息上，阿里云宣布推出第四代神龙架构，首次搭载全球唯一的大规模弹性RDMA加速网络，网络延迟整体降低80%以上，首次将云计算带进5微秒时延时代； $百度集团-SW(09888)$ 涨超5%，据悉百度Apollo联合威马发两款新车，新车型均基于威马W6打造； 此外，$京东集团-SW(09618)$ 、$京东物流(02618)$、$快手-W(01024)$ 、$美团-W(03690)$、$腾讯控股(00700)$ 等均出现较大涨幅。 …… 最后，大家聊一聊： 你如何看港股科技股的大反弹？ 现在可以抄底了吗？看好哪个？ 精彩留言用户可获得888社区","images":[{"img":"https://static.tigerbbs.com/8c7349b0a9474b0df6762cacc5a55657","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859259379","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824491994,"gmtCreate":1634344430918,"gmtModify":1634344431269,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568714328624189","idStr":"3568714328624189"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a> is still a solid long-term play for gaming. Strong international presence with stakes in Riot Games &amp; Epic Games which produce senof the most popular games","listText":"<a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a> is still a solid long-term play for gaming. Strong international presence with stakes in Riot Games &amp; Epic Games which produce senof the most popular games","text":"$TENCENT(00700)$ is still a solid long-term play for gaming. Strong international presence with stakes in Riot Games & Epic Games which produce senof the most popular games","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824491994","repostId":"824966036","repostType":1,"repost":{"id":824966036,"gmtCreate":1634270729822,"gmtModify":1634272612280,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"马斯克：我迫不及待地想要加入《原神》的世界！","htmlText":"昨天，原神火了，火遍世界了。。。 10月14日，埃隆·马斯克表示，自己已经“迫不及待要加入《原神》世界了”。原神，是中国游戏公司米哈游旗下的游戏产品，为何会引起世界首富的马斯克的关注？ 原来，为庆祝粉丝超过200万人，《原神》设计了一个挑战赛，让粉丝关注一个叫“Ella Musk”的游戏人物，因为这个人物的名字和埃隆·马斯克（Elon Musk）很想，最后设定一个大奖，若粉丝数量达到500万，米哈游CEO大伟将邀请马斯克参观米哈游总部。 于是，就有了马斯克回应原神这么一档子事。 Ella Musk 在游戏中是一个语言学家 马斯克的这条推特引起了不少关注，已经获得几十万人的点赞，十足的又给原神刷了一波存在感。 据了解，《原神》在游戏圈中地位非常高，米哈游仅凭这一款游戏，在去年的营收超过了100亿，成为继<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 后的中国游戏三巨头之一。 有数据显示，数据显示，《原神》有31.6%的收入来自中国地区，北美地区占比也高达21.7%。面对原神的强势，腾讯和网易在今年也推出强力之作，分别上线了【英雄联盟】和【哈利波特】手游。 有网友称： 悄然间，中国游戏公司水准已经走向了世界前列，当我们苦于制造业被卡脖子、互联网突围困难时，游戏企业已经逐步占领外国市场了。 …… 最后，大家聊一聊： 你如何看中国的游戏行业？现在是否值得投资，投资哪些？ 精彩留言用户可获得888社区积分噢！ <a target=\"_blank\" href=\"https://laohu8.com/S/00799\">$IGG(00799)$</a>","listText":"昨天，原神火了，火遍世界了。。。 10月14日，埃隆·马斯克表示，自己已经“迫不及待要加入《原神》世界了”。原神，是中国游戏公司米哈游旗下的游戏产品，为何会引起世界首富的马斯克的关注？ 原来，为庆祝粉丝超过200万人，《原神》设计了一个挑战赛，让粉丝关注一个叫“Ella Musk”的游戏人物，因为这个人物的名字和埃隆·马斯克（Elon Musk）很想，最后设定一个大奖，若粉丝数量达到500万，米哈游CEO大伟将邀请马斯克参观米哈游总部。 于是，就有了马斯克回应原神这么一档子事。 Ella Musk 在游戏中是一个语言学家 马斯克的这条推特引起了不少关注，已经获得几十万人的点赞，十足的又给原神刷了一波存在感。 据了解，《原神》在游戏圈中地位非常高，米哈游仅凭这一款游戏，在去年的营收超过了100亿，成为继<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 后的中国游戏三巨头之一。 有数据显示，数据显示，《原神》有31.6%的收入来自中国地区，北美地区占比也高达21.7%。面对原神的强势，腾讯和网易在今年也推出强力之作，分别上线了【英雄联盟】和【哈利波特】手游。 有网友称： 悄然间，中国游戏公司水准已经走向了世界前列，当我们苦于制造业被卡脖子、互联网突围困难时，游戏企业已经逐步占领外国市场了。 …… 最后，大家聊一聊： 你如何看中国的游戏行业？现在是否值得投资，投资哪些？ 精彩留言用户可获得888社区积分噢！ <a target=\"_blank\" href=\"https://laohu8.com/S/00799\">$IGG(00799)$</a>","text":"昨天，原神火了，火遍世界了。。。 10月14日，埃隆·马斯克表示，自己已经“迫不及待要加入《原神》世界了”。原神，是中国游戏公司米哈游旗下的游戏产品，为何会引起世界首富的马斯克的关注？ 原来，为庆祝粉丝超过200万人，《原神》设计了一个挑战赛，让粉丝关注一个叫“Ella Musk”的游戏人物，因为这个人物的名字和埃隆·马斯克（Elon Musk）很想，最后设定一个大奖，若粉丝数量达到500万，米哈游CEO大伟将邀请马斯克参观米哈游总部。 于是，就有了马斯克回应原神这么一档子事。 Ella Musk 在游戏中是一个语言学家 马斯克的这条推特引起了不少关注，已经获得几十万人的点赞，十足的又给原神刷了一波存在感。 据了解，《原神》在游戏圈中地位非常高，米哈游仅凭这一款游戏，在去年的营收超过了100亿，成为继$腾讯控股(00700)$ $网易(NTES)$ 后的中国游戏三巨头之一。 有数据显示，数据显示，《原神》有31.6%的收入来自中国地区，北美地区占比也高达21.7%。面对原神的强势，腾讯和网易在今年也推出强力之作，分别上线了【英雄联盟】和【哈利波特】手游。 有网友称： 悄然间，中国游戏公司水准已经走向了世界前列，当我们苦于制造业被卡脖子、互联网突围困难时，游戏企业已经逐步占领外国市场了。 …… 最后，大家聊一聊： 你如何看中国的游戏行业？现在是否值得投资，投资哪些？ 精彩留言用户可获得888社区积分噢！ $IGG(00799)$","images":[{"img":"https://static.tigerbbs.com/542af4fc19767d2a0164c3bd60b914d4","width":"617","height":"113"},{"img":"https://static.tigerbbs.com/0ef9a5f9cc0daff6ddfc2c9efab20625","width":"720","height":"405"},{"img":"https://static.tigerbbs.com/6b6ad00784bbcbe62af328f640e262cc","width":"1080","height":"633"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824966036","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":135659056,"gmtCreate":1622162394875,"gmtModify":1631891954988,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568714328624189","authorIdStr":"3568714328624189"},"themes":[],"htmlText":"Is tech retracing soon?","listText":"Is tech retracing soon?","text":"Is tech retracing soon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/135659056","repostId":"2138179881","repostType":4,"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556498218844440","authorId":"3556498218844440","name":"Damon_6050","avatar":"https://static.tigerbbs.com/9aaf172f19c0e8d89da07599130e48a4","crmLevel":2,"crmLevelSwitch":0,"idStr":"3556498218844440","authorIdStr":"3556498218844440"},"content":"Like and comment please back","text":"Like and comment please back","html":"Like and comment please back"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184640016,"gmtCreate":1623714046235,"gmtModify":1631891954834,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568714328624189","authorIdStr":"3568714328624189"},"themes":[],"htmlText":"When is it correcting?&nbsp;","listText":"When is it correcting?&nbsp;","text":"When is it correcting?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/184640016","repostId":"1126626020","repostType":4,"isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325587145,"gmtCreate":1615906663287,"gmtModify":1703494898278,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568714328624189","authorIdStr":"3568714328624189"},"themes":[],"htmlText":"Yields seem to be stabilising and Fed is unlikekly to increase interest rates (which will slow economic rebound).&nbsp;Are tech stocks going to continue rising?","listText":"Yields seem to be stabilising and Fed is unlikekly to increase interest rates (which will slow economic rebound).&nbsp;Are tech stocks going to continue rising?","text":"Yields seem to be stabilising and Fed is unlikekly to increase interest rates (which will slow economic rebound). Are tech stocks going to continue rising?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/325587145","repostId":"1121564086","repostType":4,"isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375845467,"gmtCreate":1619327341959,"gmtModify":1631893026293,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568714328624189","authorIdStr":"3568714328624189"},"themes":[],"htmlText":"Market going to continue climbing?&nbsp;","listText":"Market going to continue climbing?&nbsp;","text":"Market going to continue climbing?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/375845467","repostId":"1184404050","repostType":4,"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":853397151,"gmtCreate":1634772628873,"gmtModify":1634772629196,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568714328624189","authorIdStr":"3568714328624189"},"themes":[],"htmlText":"Trend has reversed for Chinese tech, time to bargain hunt for those with good fundamentals <a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a> <a href=\"https://laohu8.com/S/09888\">$BIDU-SW(09888)$</a> <a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>","listText":"Trend has reversed for Chinese tech, time to bargain hunt for those with good fundamentals <a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a> <a href=\"https://laohu8.com/S/09888\">$BIDU-SW(09888)$</a> <a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>","text":"Trend has reversed for Chinese tech, time to bargain hunt for those with good fundamentals $Alibaba(09988)$ $BIDU-SW(09888)$ $TENCENT(00700)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853397151","repostId":"859259379","repostType":1,"repost":{"id":859259379,"gmtCreate":1634702620887,"gmtModify":1750507871135,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"恒生科技大涨：阿里、快手、美团、腾讯全面反弹！","htmlText":"临近中午，恒生科技指数大涨，其中： 阿里系全面走强，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨幅接近9%、<a target=\"_blank\" href=\"https://laohu8.com/S/00241\">$阿里健康(00241)$</a> 涨超15%。消息上，阿里云宣布推出第四代神龙架构，首次搭载全球唯一的大规模弹性RDMA加速网络，网络延迟整体降低80%以上，首次将云计算带进5微秒时延时代； <a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超5%，据悉百度Apollo联合威马发两款新车，新车型均基于威马W6打造； 此外，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 等均出现较大涨幅。 …… 最后，大家聊一聊： 你如何看港股科技股的大反弹？ 现在可以抄底了吗？看好哪个？ 精彩留言用户可获得888社区","listText":"临近中午，恒生科技指数大涨，其中： 阿里系全面走强，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨幅接近9%、<a target=\"_blank\" href=\"https://laohu8.com/S/00241\">$阿里健康(00241)$</a> 涨超15%。消息上，阿里云宣布推出第四代神龙架构，首次搭载全球唯一的大规模弹性RDMA加速网络，网络延迟整体降低80%以上，首次将云计算带进5微秒时延时代； <a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超5%，据悉百度Apollo联合威马发两款新车，新车型均基于威马W6打造； 此外，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 等均出现较大涨幅。 …… 最后，大家聊一聊： 你如何看港股科技股的大反弹？ 现在可以抄底了吗？看好哪个？ 精彩留言用户可获得888社区","text":"临近中午，恒生科技指数大涨，其中： 阿里系全面走强，$阿里巴巴-SW(09988)$ 涨幅接近9%、$阿里健康(00241)$ 涨超15%。消息上，阿里云宣布推出第四代神龙架构，首次搭载全球唯一的大规模弹性RDMA加速网络，网络延迟整体降低80%以上，首次将云计算带进5微秒时延时代； $百度集团-SW(09888)$ 涨超5%，据悉百度Apollo联合威马发两款新车，新车型均基于威马W6打造； 此外，$京东集团-SW(09618)$ 、$京东物流(02618)$、$快手-W(01024)$ 、$美团-W(03690)$、$腾讯控股(00700)$ 等均出现较大涨幅。 …… 最后，大家聊一聊： 你如何看港股科技股的大反弹？ 现在可以抄底了吗？看好哪个？ 精彩留言用户可获得888社区","images":[{"img":"https://static.tigerbbs.com/8c7349b0a9474b0df6762cacc5a55657","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859259379","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":102772633,"gmtCreate":1620257307522,"gmtModify":1631893026280,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568714328624189","authorIdStr":"3568714328624189"},"themes":[],"htmlText":"Is current growth sustainable post pandemic? Will there be a shift in consumer behaviour?","listText":"Is current growth sustainable post pandemic? Will there be a shift in consumer behaviour?","text":"Is current growth sustainable post pandemic? Will there be a shift in consumer behaviour?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/102772633","repostId":"2133521525","repostType":4,"repost":{"id":"2133521525","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1620227934,"share":"https://www.laohu8.com/m/news/2133521525?lang=zh_CN&edition=full","pubTime":"2021-05-05 23:18","market":"us","language":"en","title":"Shopify Smashed Expectations Again But Post-Pandemic Uncertainty Lies Ahead<blockquote>Shopify再次超出预期，但大流行后的不确定性仍然存在</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2133521525","media":"Benzinga","summary":"Last Wednesday, Shopify (NYSE: SHOP) earnings, revenue and gross merchandise volume for the first quarter crushed analyst expectations As a result, shares of the stock soared 11.4% as e-commerce growth remained robust during the coronavirus pandemic.","content":"<p>Last Wednesday, <b>Shopify </b>(NYSE:SHOP) earnings, revenue and gross merchandise volume for the first quarter crushed analyst expectations As a result, shares of the stock soared 11.4% as e-commerce growth remained robust during the coronavirus pandemic.</p><p><blockquote>上周三，<b>Shopify</b>（纽约证券交易所股票代码：SHOP）第一季度的盈利、收入和商品总量超出了分析师的预期。因此，由于冠状病毒大流行期间电子商务增长依然强劲，该股股价飙升11.4%。</blockquote></p><p> <h4>Q1 Figures</h4> For the quarter that ended on March 31st, investors had expected Shopify to post $865.48 million but it delivered $988.6 million instead. This achievement was enabled by the 137% growth of the \"Merchant Solutions\" business that expanded even at an even faster pace during the quarter than the company's aggregate 110% growth rate. This segment that encompasses payments, shipping, and capital services brought $668 million to the table, exceeding estimates of $560 million. In addition, subscription solutions revenue rose 71% to $320.7 million, also exceeding estimates of $284 million.</p><p><blockquote><h4>第一季度数据</h4>在截至3月31日的季度中，投资者原本预计Shopify的营收为8.6548亿美元，但实际实现了9.886亿美元。这一成就得益于“商家解决方案”业务137%的增长，该业务在本季度的扩张速度甚至超过了公司110%的总增长率。该部门包括支付、航运和资本服务，带来了6.68亿美元的收入，超过了5.6亿美元的预期。此外，订阅解决方案收入增长71%至3.207亿美元，也超过预期的2.84亿美元。</blockquote></p><p> Net income was boosted by an unrealized gain of $1.3 billion from its partnership with Affirm Holdings Inc (NASDAQ:AFRM) which went public at the beginning of the year. Since last July, Shopify owns more than 20 million shares of the online payments company. It earned an adjusted $2.01 per share, including a $1.3 billion investment gain. Adjusted earnings were more than triple Wall Street's projected 75 cents per share.</p><p><blockquote>与年初上市的Affirm Holdings Inc（纳斯达克股票代码：AFRM）合作带来的13亿美元未实现收益提振了净利润。自去年7月以来，Shopify拥有这家在线支付公司超过2000万股股票。调整后每股收益为2.01美元，其中包括13亿美元的投资收益。调整后的收益是华尔街预计的每股75美分的三倍多。</blockquote></p><p> <h4><b>How Sustainable Is The Pandemic Win?</b></h4> Shopify became <a href=\"https://laohu8.com/S/AONE\">one</a> of the biggest winners of the pandemic-fueled shift to e-commerce, as many brick-and-mortar stores were forced to temporarily shut down and people opted to stay indoors. The stock surged last year on the back of that momentum. However, upon the earnings call, Shopify executives said that even in areas where economies have reopened, there is proof that momentum remains strong as gross merchandise volume, the monetary-value of merchandise sold, more than doubled to $37.3 billion during the quarter.</p><p><blockquote><h4><b>疫情胜利的可持续性如何？</b></h4>Shopify成为<a href=\"https://laohu8.com/S/AONE\">一</a>疫情推动的向电子商务转变的最大赢家之一是，许多实体店被迫暂时关闭，人们选择呆在室内。在这一势头的推动下，该股去年飙升。然而，在财报看涨期权上，Shopify高管表示，即使在经济重新开放的地区，也有证据表明势头仍然强劲，因为本季度商品总量（销售商品的货币价值）增长了一倍多，达到373亿美元。</blockquote></p><p> <h4>Concerns</h4> Executives warned that revenue growth could moderate this year as the vaccine rollout speeds up and consumers return to stores due to eased coronavirus restrictions. Executive departures have also been a concern and some analysts are questioning whether the business has reached a scale where it is self-sustaining beyond the individual contributions of several executives.</p><p><blockquote><h4>关注事项</h4>高管们警告称，随着疫苗推广速度加快，以及消费者因冠状病毒限制放松而重返商店，今年的收入增长可能会放缓。高管离职也是一个令人担忧的问题，一些分析师质疑该业务是否已经达到了能够自我维持的规模，超出了几位高管的个人贡献。</blockquote></p><p> Another concern is how will investments in sales, marketing and R&amp;D impact&nbsp;the operating margin as the company is building a U.S. distribution network to store and ship products for its customers – the merchants. <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Keith Weiss believes demand for fulfillment services may disappoint near-term.</p><p><blockquote>另一个担忧是，随着该公司正在建立美国分销网络，为其客户（商家）储存和运输产品，销售、营销和研发投资将如何影响营业利润率。<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师Keith Weiss认为，近期对履行服务的需求可能会令人失望。</blockquote></p><p> <h4>Outlook</h4> No guidance for 2021 was provided. Although blowout results for the first quarter achieved to rekindle investor enthusiasm, writing another successful chapter in the post-IPO story of this Canadian e-commerce player, management is warning a slower growth pace is in the cards as the economy reopens and the pandemic finally becomes history.</p><p><blockquote><h4>世界观</h4>没有提供2021年的指导。尽管第一季度的井喷业绩重新点燃了投资者的热情，为这家加拿大电子商务公司IPO后的故事写下了又一个成功的篇章，但管理层警告称，随着经济重新开放和疫情的爆发，增长速度可能会放缓。最终成为历史。</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>Shopify Smashed Expectations Again But Post-Pandemic Uncertainty Lies Ahead<blockquote>Shopify再次超出预期，但大流行后的不确定性仍然存在</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\">\nShopify Smashed Expectations Again But Post-Pandemic Uncertainty Lies Ahead<blockquote>Shopify再次超出预期，但大流行后的不确定性仍然存在</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-05-05 23:18</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Last Wednesday, <b>Shopify </b>(NYSE:SHOP) earnings, revenue and gross merchandise volume for the first quarter crushed analyst expectations As a result, shares of the stock soared 11.4% as e-commerce growth remained robust during the coronavirus pandemic.</p><p><blockquote>上周三，<b>Shopify</b>（纽约证券交易所股票代码：SHOP）第一季度的盈利、收入和商品总量超出了分析师的预期。因此，由于冠状病毒大流行期间电子商务增长依然强劲，该股股价飙升11.4%。</blockquote></p><p> <h4>Q1 Figures</h4> For the quarter that ended on March 31st, investors had expected Shopify to post $865.48 million but it delivered $988.6 million instead. This achievement was enabled by the 137% growth of the \"Merchant Solutions\" business that expanded even at an even faster pace during the quarter than the company's aggregate 110% growth rate. This segment that encompasses payments, shipping, and capital services brought $668 million to the table, exceeding estimates of $560 million. In addition, subscription solutions revenue rose 71% to $320.7 million, also exceeding estimates of $284 million.</p><p><blockquote><h4>第一季度数据</h4>在截至3月31日的季度中，投资者原本预计Shopify的营收为8.6548亿美元，但实际实现了9.886亿美元。这一成就得益于“商家解决方案”业务137%的增长，该业务在本季度的扩张速度甚至超过了公司110%的总增长率。该部门包括支付、航运和资本服务，带来了6.68亿美元的收入，超过了5.6亿美元的预期。此外，订阅解决方案收入增长71%至3.207亿美元，也超过预期的2.84亿美元。</blockquote></p><p> Net income was boosted by an unrealized gain of $1.3 billion from its partnership with Affirm Holdings Inc (NASDAQ:AFRM) which went public at the beginning of the year. Since last July, Shopify owns more than 20 million shares of the online payments company. It earned an adjusted $2.01 per share, including a $1.3 billion investment gain. Adjusted earnings were more than triple Wall Street's projected 75 cents per share.</p><p><blockquote>与年初上市的Affirm Holdings Inc（纳斯达克股票代码：AFRM）合作带来的13亿美元未实现收益提振了净利润。自去年7月以来，Shopify拥有这家在线支付公司超过2000万股股票。调整后每股收益为2.01美元，其中包括13亿美元的投资收益。调整后的收益是华尔街预计的每股75美分的三倍多。</blockquote></p><p> <h4><b>How Sustainable Is The Pandemic Win?</b></h4> Shopify became <a href=\"https://laohu8.com/S/AONE\">one</a> of the biggest winners of the pandemic-fueled shift to e-commerce, as many brick-and-mortar stores were forced to temporarily shut down and people opted to stay indoors. The stock surged last year on the back of that momentum. However, upon the earnings call, Shopify executives said that even in areas where economies have reopened, there is proof that momentum remains strong as gross merchandise volume, the monetary-value of merchandise sold, more than doubled to $37.3 billion during the quarter.</p><p><blockquote><h4><b>疫情胜利的可持续性如何？</b></h4>Shopify成为<a href=\"https://laohu8.com/S/AONE\">一</a>疫情推动的向电子商务转变的最大赢家之一是，许多实体店被迫暂时关闭，人们选择呆在室内。在这一势头的推动下，该股去年飙升。然而，在财报看涨期权上，Shopify高管表示，即使在经济重新开放的地区，也有证据表明势头仍然强劲，因为本季度商品总量（销售商品的货币价值）增长了一倍多，达到373亿美元。</blockquote></p><p> <h4>Concerns</h4> Executives warned that revenue growth could moderate this year as the vaccine rollout speeds up and consumers return to stores due to eased coronavirus restrictions. Executive departures have also been a concern and some analysts are questioning whether the business has reached a scale where it is self-sustaining beyond the individual contributions of several executives.</p><p><blockquote><h4>关注事项</h4>高管们警告称，随着疫苗推广速度加快，以及消费者因冠状病毒限制放松而重返商店，今年的收入增长可能会放缓。高管离职也是一个令人担忧的问题，一些分析师质疑该业务是否已经达到了能够自我维持的规模，超出了几位高管的个人贡献。</blockquote></p><p> Another concern is how will investments in sales, marketing and R&amp;D impact&nbsp;the operating margin as the company is building a U.S. distribution network to store and ship products for its customers – the merchants. <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Keith Weiss believes demand for fulfillment services may disappoint near-term.</p><p><blockquote>另一个担忧是，随着该公司正在建立美国分销网络，为其客户（商家）储存和运输产品，销售、营销和研发投资将如何影响营业利润率。<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师Keith Weiss认为，近期对履行服务的需求可能会令人失望。</blockquote></p><p> <h4>Outlook</h4> No guidance for 2021 was provided. Although blowout results for the first quarter achieved to rekindle investor enthusiasm, writing another successful chapter in the post-IPO story of this Canadian e-commerce player, management is warning a slower growth pace is in the cards as the economy reopens and the pandemic finally becomes history.</p><p><blockquote><h4>世界观</h4>没有提供2021年的指导。尽管第一季度的井喷业绩重新点燃了投资者的热情，为这家加拿大电子商务公司IPO后的故事写下了又一个成功的篇章，但管理层警告称，随着经济重新开放和疫情的爆发，增长速度可能会放缓。最终成为历史。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","AFRM":"Affirm Holdings, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133521525","content_text":"Last Wednesday, Shopify (NYSE:SHOP) earnings, revenue and gross merchandise volume for the first quarter crushed analyst expectations As a result, shares of the stock soared 11.4% as e-commerce growth remained robust during the coronavirus pandemic.\nQ1 Figures\nFor the quarter that ended on March 31st, investors had expected Shopify to post $865.48 million but it delivered $988.6 million instead. This achievement was enabled by the 137% growth of the \"Merchant Solutions\" business that expanded even at an even faster pace during the quarter than the company's aggregate 110% growth rate. This segment that encompasses payments, shipping, and capital services brought $668 million to the table, exceeding estimates of $560 million. In addition, subscription solutions revenue rose 71% to $320.7 million, also exceeding estimates of $284 million.\nNet income was boosted by an unrealized gain of $1.3 billion from its partnership with Affirm Holdings Inc (NASDAQ:AFRM) which went public at the beginning of the year. Since last July, Shopify owns more than 20 million shares of the online payments company. It earned an adjusted $2.01 per share, including a $1.3 billion investment gain. Adjusted earnings were more than triple Wall Street's projected 75 cents per share.\nHow Sustainable Is The Pandemic Win?\nShopify became one of the biggest winners of the pandemic-fueled shift to e-commerce, as many brick-and-mortar stores were forced to temporarily shut down and people opted to stay indoors. The stock surged last year on the back of that momentum. However, upon the earnings call, Shopify executives said that even in areas where economies have reopened, there is proof that momentum remains strong as gross merchandise volume, the monetary-value of merchandise sold, more than doubled to $37.3 billion during the quarter.\nConcerns\nExecutives warned that revenue growth could moderate this year as the vaccine rollout speeds up and consumers return to stores due to eased coronavirus restrictions. Executive departures have also been a concern and some analysts are questioning whether the business has reached a scale where it is self-sustaining beyond the individual contributions of several executives.\nAnother concern is how will investments in sales, marketing and R&D impact the operating margin as the company is building a U.S. distribution network to store and ship products for its customers – the merchants. Morgan Stanley analyst Keith Weiss believes demand for fulfillment services may disappoint near-term.\nOutlook\nNo guidance for 2021 was provided. Although blowout results for the first quarter achieved to rekindle investor enthusiasm, writing another successful chapter in the post-IPO story of this Canadian e-commerce player, management is warning a slower growth pace is in the cards as the economy reopens and the pandemic finally becomes history.","news_type":1,"symbols_score_info":{"AFRM":0.9,"SHOP":0.9}},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349846538,"gmtCreate":1617593299324,"gmtModify":1634297687945,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568714328624189","authorIdStr":"3568714328624189"},"themes":[],"htmlText":"Is Tesla overpriced?","listText":"Is Tesla overpriced?","text":"Is Tesla overpriced?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/349846538","repostId":"2124875875","repostType":4,"isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379444731,"gmtCreate":1618791977923,"gmtModify":1631893026294,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568714328624189","authorIdStr":"3568714328624189"},"themes":[],"htmlText":"Will Disney stock go up?","listText":"Will Disney stock go up?","text":"Will Disney stock go up?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/379444731","repostId":"1162662309","repostType":4,"repost":{"id":"1162662309","kind":"news","pubTimestamp":1618762645,"share":"https://www.laohu8.com/m/news/1162662309?lang=zh_CN&edition=full","pubTime":"2021-04-19 00:17","market":"us","language":"en","title":"Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz<blockquote>值得关注的股票：苹果活动、迪士尼预告和盈利闪电战</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162662309","media":"seekingalpha","summary":"Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify.Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across ","content":"<p>Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify(click the highlighted links).</p><p><blockquote>欢迎来到Seeking Alpha的股票观看-本周计划的关键事件预览。关注此帐户并打开电子邮件提醒，每周六早上在您的收件箱中收到这篇文章。周日还可以在Seeking Alpha、苹果播客、Stitcher和Spotify上观看值得关注的股票播客（单击突出显示的链接）。</blockquote></p><p>Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across sectors. Of note, the follow-up conference calls from Coca-Cola(NYSE:KO), Netflix(NASDAQ:NFLX)and Intel(NASDAQ:INTC)could be on the interesting side. On the vaccine front, the Centers for Disease Control and Prevention's Advisory Committee on Immunization Practices is expected to meet late this week to consider recommendations for Johnson &amp; Johnson's(NYSE:JNJ)shot, which has been linked to rare blood clots in the brain.</p><p><blockquote>本周将发布的经济报告包括成屋销售、新屋销售、初请失业金人数和PMI的最新数据。本周各行业每天都会发布大型盈利报告。值得注意的是，可口可乐（纽约证券交易所股票代码：KO）、Netflix（纳斯达克股票代码：NFLX）和英特尔（纳斯达克股票代码：INTC）的后续会议评级可能会很有趣。在疫苗方面，美国疾病控制与预防中心免疫实践咨询委员会预计将于本周晚些时候召开会议，考虑强生公司（纽约证券交易所股票代码：JNJ）疫苗的建议，该疫苗与大脑中罕见的血栓有关。</blockquote></p><p><b>Earnings spotlight:</b>&nbsp;Earnings season heats up in a big way with reports due in from Coca-Cola (KO), IBM(NYSE:IBM)and United Airlines(NASDAQ:UAL)on April 19; Johnson &amp; Johnson (JNJ), Procter &amp; Gamble(NYSE:PG), Philip Morris International(NYSE:PM), Abbott Labs(NYSE:ABT)and Netflix (NFLX) on April 20; Anthem(NYSE:ANTM), Verizon(NYSE:VZ), Chipotle(NYSE:CMG)and Lam Research(NASDAQ:LRCX)on April 21; AT&amp;T(NYSE:T), Dow(NYSE:DOW), Intel (INTC), Seagate Tech(NASDAQ:STX)and Mattel(NASDAQ:MAT)on April 22; as well as American Express(NYSE:AXP)and Honeywell(NYSE:HON)on April 23.</p><p><blockquote><b>盈利聚焦：</b>随着可口可乐(KO)、IBM(NYSE：IBM)和联合航空(纳斯达克：UAL)将于4月19日发布报告，财报季大幅升温；4月20日，强生公司(JNJ)、宝洁公司(NYSE：PG)、菲利普莫里斯国际公司(NYSE：PM)、雅培实验室(NYSE：ABT)和Netflix(NFLX)；Anthem（纽约证券交易所股票代码：ANTM）、Verizon（纽约证券交易所股票代码：VZ）、Chipotle（纽约证券交易所股票代码：CMG）和Lam Research（纳斯达克股票代码：LRCX）4月21日；AT&amp;T（纽约证券交易所股票代码：T）、陶氏化学（纽约证券交易所股票代码：DOW）、英特尔（INTC）、希捷科技（纳斯达克股票代码：STX）和美泰（纳斯达克股票代码：MAT）4月22日；以及4月23日的美国运通（纽约证券交易所股票代码：AXP）和霍尼韦尔（纽约证券交易所股票代码：HON）。</blockquote></p><p><img src=\"https://static.tigerbbs.com/522c9bdad799a71c4e6bad965f9f00f3\" tg-width=\"1530\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>IPO watch:</b>&nbsp;IPOs expected to start trading during the week include UiPAth (PATH), DoubleVerify (DV) and NeuroPace (NPCE) on April 20, as well as Zymergern (ZY) and KnowBe4 (KNBE) on April 22. IPO lockup periods expire on Datto Holding(NYSE:MSP), Topaz Energy(NYSE:TPZ), McAfee(NASDAQ:MCFE), Guild Holdings(NYSE:GHLD), Foghorn Therapeutics(NASDAQ:FHTX)and ComSovereign Holding(NASDAQ:COMS). The analyst quiet period expires on ThredUp(NASDAQ:TDUP)on April 20 to free up analysts to post ratings. Shares of Trip.com(NASDAQ:TRIP)will begin trading in Hong Kong this week following a new listing.</p><p><blockquote><b>IPO观察：</b>预计本周开始交易的IPO包括4月20日的UiPAth(PATH)、DoubleVerify(DV)和NeuroPace(NPCE)，以及4月22日的Zymergern(ZY)和KnowBe4(KNBE)。Datto Holding(NYSE：MSP)、Topaz Energy(NYSE：TPZ)、McAfee(纳斯达克：MCFE)、Guild Holdings(NYSE：GHLD)、Foghorn Therapeutics(纳斯达克：FHTX)和ComSovereign Holding(纳斯达克：COMS）。ThredUp（纳斯达克股票代码：TDUP）的分析师静默期将于4月20日到期，以便分析师可以发布评级。携程（纳斯达克股票代码：TRIP）的股票将于本周在香港上市后开始交易。</blockquote></p><p><b>Apple event:</b>&nbsp;Apple(NASDAQ:AAPL)holds an event on April 20 called \"Spring Loaded\" to show off new products. Information out of Cupertino has been pretty tight, but the company could reveal new iPads, new iMacs, new AirPods, AirTags, a new Apple TV and possibly a new Apple Pencil.</p><p><blockquote><b>苹果事件：</b>苹果（纳斯达克：AAPL）将于4月20日举办名为“Spring Loaded”的活动，展示新产品。来自库比蒂诺的信息相当紧张，但该公司可能会发布新的iPad、新的iMac、新的AirPods、AirTags、新的苹果电视，可能还有新的苹果铅笔。</blockquote></p><p><b>Projected dividend increases (quarterly):</b>&nbsp;Expected dividend boosts for the week include Comfort Systems USA(NYSE:FIX)to $0.125 from $0.1115, HP Enterprise(NYSE:HPE)to $0.1275 from $0.12, Pool Corp(NASDAQ:POOL)to $0.61 from $0.58, Johnson &amp; Johnson to $1.06 from $1.01, Travelers(NYSE:TRV)to $0.88 from $0.85, Southern Company(NYSE:SO)to $0.66 from $0.64, Kinder Morgan(NYSE:KMI)to $0.27 from $0.2625 and Nasdaq(NASDAQ:NDAQ)to $0.50 from $0.49.</p><p><blockquote><b>预计股息增加（季度）：</b>预计本周股息上调包括Comfort Systems USA(NYSE：FIX)从0.1115美元上调至0.125美元，HP Enterprise(NYSE：HPE)从0.12美元上调至0.1275美元，Pool Corp(纳斯达克：POOL)从0.58美元上调至0.61美元，强生公司(NYSE：TRV)从0.85美元上调至0.88美元，南方公司(NYSE：SO)从0.64美元上调至0.66美元，金德摩根(NYSE：KMI)从0.2625美元上调至0.27美元，纳斯达克(纳斯达克：NDAQ)从0.49美元上调至0.50美元。</blockquote></p><p><b>M&amp;A tidbits:</b>&nbsp;The highly-anticipated Aphria(NASDAQ:APHA)-Tilray(NASDAQ:TLRY)merger is expected to close on April 20. The tender offer on the GenMark Diagnostics(NASDAQ:GNMK)-Roche(OTCQX:RHHBY)deal expires on April 21. GW Pharmaceuticals(NASDAQ:GWPH)shareholders vote on the Jazz Pharmaceuticals(NASDAQ:JAZZ)deal on April 23.</p><p><blockquote><b>并购花絮：</b>备受期待的Aphria（纳斯达克：APHA）-Tilray（纳斯达克：TLRY）合并预计将于4月20日完成。GenMark Diagnostics（纳斯达克：GNMK）-罗氏（OTCQX：RHHBY）交易的要约收购将于4月21日到期。GW Pharmaceuticals（纳斯达克股票代码：GWPH）股东将于4月23日就Jazz Pharmaceuticals（纳斯达克股票代码：JAZZ）交易进行投票。</blockquote></p><p><b>ARK Invest watch:</b>&nbsp;Investors may want to keep an eye on Coinbase Global(NASDAQ:COIN)after ARK Invest came in Friday with a purchase of 19,599 shares for the ARK Fintech Innovation ETF(NYSEARCA:ARKF)and 112,539 shares for the ARK Innovation ETF(NYSEARCA:ARKK). Cathie Wood's firm also defended Silvergate(NYSE:SI)after its mid-week stumble likely in response to the Coinbase IPO. \"Investors potentially took profits to diversify their exposure to crypto in the public markets. \"In our view, the Silvergate Exchange Network, with its strong network effects, positions Silvergate as both a facilitator and a prime beneficiary of increased crypto adoption,\" ARK reasons.</p><p><blockquote><b>方舟投资观察：</b>在ARK Invest周五购买了19,599股ARK Fintech Innovation ETF（NYSEARCA：ARKF）和112,539股ARK Innovation ETF（NYSEARCA：ARKF）后，投资者可能需要关注Coinbase Global（纳斯达克：COIN）：ARKK）。Cathie Wood的公司还为Silvergate(NYSE：SI)进行了辩护，此前Silvergate(NYSE：SI)在周中因Coinbase IPO而出现失误。“投资者可能会获利了结，以分散他们在公开市场上对加密货币的投资。”我们认为，Silvergate交换网络凭借其强大的网络效应，使Silvergate既是加密货币采用增加的推动者，也是主要受益者，”ARK解释道。</blockquote></p><p><b>Corporate spotlight:</b>&nbsp;Major events this week include strategic updates from Advance Auto Parts(NYSE:AAP)and Royal Gold(NYSE:GOLD)on April 20, as well as investor days for Dye &amp; Durham(OTC:DYNDF)and SMART Global(NASDAQ:SGH). On April 21, MGM Resorts(NYSE:MGM)and Entain(OTCPK:GMVHF)along with their U.S. venture BetMGM will host a business update event for analysts and investors. The event will provide deeper insights into the rapidly growing U.S. sports betting and iGaming business of BetMGM. A new forecast on the industry's total addressable market could be a share price catalyst for DraftKings(NASDAQ:DKNG)and Penn National Gaming(NASDAQ:PENN)as well. Check outSeeking Alpha's Catalyst Watch for a detailed list of more events to watch.</p><p><blockquote><b>企业聚焦：</b>本周的重大活动包括Advance Auto Parts(NYSE：AAP)和Royal Gold(NYSE：GOLD)4月20日的战略更新，以及Dye&amp;Durham(OTC：DYNDF)和SMART Global(纳斯达克：SGH)的投资者日。4月21日，米高梅度假村(NYSE：MGM)和Entain(OTCPK：GMVHF)及其美国合资企业BetMGM将为分析师和投资者举办业务更新活动。该活动将让人们更深入地了解BetMGM快速增长的美国体育博彩和iGaming业务。对该行业总潜在市场的新预测也可能成为DraftKings（纳斯达克：DKNG）和Penn National Gaming（纳斯达克：PENN）的股价催化剂。查看outSeeking Alpha的Catalyst Watch，了解更多值得关注的活动的详细列表。</blockquote></p><p></p><p><b>Conferences rundown:</b>&nbsp;Notable conferences running during the week include the H.C Wainwright Spring Mining Conference, Linley Spring Processor Conference 2021, the Kempen Life Sciences Conference, the Jefferies Microbiome-based Therapeutics Summit 2021 and the Stifel GMP &amp; Stifel First Energy Canada Cross Sector Insight Conference 2021. Check outSeeking Alpha's Catalyst Watch for a detailed list of events to watch.</p><p><blockquote><b>会议概要：</b>本周举行的著名会议包括H.C Wainwright春季采矿会议、2021年Linley春季加工商会议、Kempen生命科学会议、2021年Jefferies基于微生物组的治疗峰会以及2021年Stifel GMP和Stifel First Energy Canada跨部门洞察会议。查看outSeeking Alpha的Catalyst手表，了解要观看的事件的详细列表。</blockquote></p><p><b>Barron's mentions:</b>&nbsp;Disney(NYSE:DIS)makes the cover of Barron's this week as the media giant is given credit for positioning itself for post-COVID growth. Disney is said to have come out ahead after CEO Bob Chapek and team faced the severest of financial stress tests. \"When parks and theaters emptied out a year ago, costs kept rolling in, and the fastest-growing part of the business, streaming, was consuming cash—as it still is. Yet, Disney generated $3.6 billion in free cash during its fiscal year ended last September. It’s seen producing $3.3 billion this year before the numbers begin a sharp rebound,\" notes Jack Hough. While the movie business is still sputtering to restart and the TV business is seen holding steady at best, streaming results have shattered forecasts. Disney+ smashed expectations in piling up 100M in less than 18 months, compared to the 10 years it took Netflix to hit that level. Disney is targeting 300M to 350M subscribers by 2024 across all of its streaming platforms, including Hulu, ESPN+, Hotstar in India, and Star+ in Latin America (launches in June). PetIQ(NASDAQ:PETQ)and O'Reilly Automotive(NASDAQ:ORLY)also land favorable write-ups this week.</p><p><blockquote><b>《巴伦周刊》提到：</b>迪士尼（纽约证券交易所股票代码：DIS）本周登上了《巴伦周刊》的封面，这家媒体巨头因为新冠疫情后的增长做好了定位而受到赞誉。据说，在首席执行官鲍勃·查佩克和团队面临最严峻的财务压力测试后，迪士尼脱颖而出。“一年前，当公园和剧院空无一人时，成本不断滚滚而来，流媒体业务增长最快的部分正在消耗现金——现在仍然如此。然而，迪士尼在截至去年9月的财年中产生了36亿美元的自由现金。在数字开始大幅反弹之前，今年的收入为33亿美元，”杰克·霍夫指出。虽然电影业务仍在艰难重启，电视业务充其量也保持稳定，但流媒体业绩却超出了预期。Disney+在不到18个月的时间里积累了1亿美元，超出了预期，而Netflix花了10年时间才达到这一水平。迪士尼的目标是到2024年在其所有流媒体平台上拥有3亿至3.5亿用户，包括印度的Hulu、ESPN+、Hotstar和拉丁美洲的Star+（6月推出）。PetIQ（纳斯达克股票代码：PETQ）和O’Reilly Automotive（纳斯达克股票代码：ORLY）本周也获得了好评。</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>Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz<blockquote>值得关注的股票：苹果活动、迪士尼预告和盈利闪电战</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\">\nStocks To Watch: Apple Event, Disney Callout And Earnings Blitz<blockquote>值得关注的股票：苹果活动、迪士尼预告和盈利闪电战</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-04-19 00:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify(click the highlighted links).</p><p><blockquote>欢迎来到Seeking Alpha的股票观看-本周计划的关键事件预览。关注此帐户并打开电子邮件提醒，每周六早上在您的收件箱中收到这篇文章。周日还可以在Seeking Alpha、苹果播客、Stitcher和Spotify上观看值得关注的股票播客（单击突出显示的链接）。</blockquote></p><p>Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across sectors. Of note, the follow-up conference calls from Coca-Cola(NYSE:KO), Netflix(NASDAQ:NFLX)and Intel(NASDAQ:INTC)could be on the interesting side. On the vaccine front, the Centers for Disease Control and Prevention's Advisory Committee on Immunization Practices is expected to meet late this week to consider recommendations for Johnson &amp; Johnson's(NYSE:JNJ)shot, which has been linked to rare blood clots in the brain.</p><p><blockquote>本周将发布的经济报告包括成屋销售、新屋销售、初请失业金人数和PMI的最新数据。本周各行业每天都会发布大型盈利报告。值得注意的是，可口可乐（纽约证券交易所股票代码：KO）、Netflix（纳斯达克股票代码：NFLX）和英特尔（纳斯达克股票代码：INTC）的后续会议评级可能会很有趣。在疫苗方面，美国疾病控制与预防中心免疫实践咨询委员会预计将于本周晚些时候召开会议，考虑强生公司（纽约证券交易所股票代码：JNJ）疫苗的建议，该疫苗与大脑中罕见的血栓有关。</blockquote></p><p><b>Earnings spotlight:</b>&nbsp;Earnings season heats up in a big way with reports due in from Coca-Cola (KO), IBM(NYSE:IBM)and United Airlines(NASDAQ:UAL)on April 19; Johnson &amp; Johnson (JNJ), Procter &amp; Gamble(NYSE:PG), Philip Morris International(NYSE:PM), Abbott Labs(NYSE:ABT)and Netflix (NFLX) on April 20; Anthem(NYSE:ANTM), Verizon(NYSE:VZ), Chipotle(NYSE:CMG)and Lam Research(NASDAQ:LRCX)on April 21; AT&amp;T(NYSE:T), Dow(NYSE:DOW), Intel (INTC), Seagate Tech(NASDAQ:STX)and Mattel(NASDAQ:MAT)on April 22; as well as American Express(NYSE:AXP)and Honeywell(NYSE:HON)on April 23.</p><p><blockquote><b>盈利聚焦：</b>随着可口可乐(KO)、IBM(NYSE：IBM)和联合航空(纳斯达克：UAL)将于4月19日发布报告，财报季大幅升温；4月20日，强生公司(JNJ)、宝洁公司(NYSE：PG)、菲利普莫里斯国际公司(NYSE：PM)、雅培实验室(NYSE：ABT)和Netflix(NFLX)；Anthem（纽约证券交易所股票代码：ANTM）、Verizon（纽约证券交易所股票代码：VZ）、Chipotle（纽约证券交易所股票代码：CMG）和Lam Research（纳斯达克股票代码：LRCX）4月21日；AT&amp;T（纽约证券交易所股票代码：T）、陶氏化学（纽约证券交易所股票代码：DOW）、英特尔（INTC）、希捷科技（纳斯达克股票代码：STX）和美泰（纳斯达克股票代码：MAT）4月22日；以及4月23日的美国运通（纽约证券交易所股票代码：AXP）和霍尼韦尔（纽约证券交易所股票代码：HON）。</blockquote></p><p><img src=\"https://static.tigerbbs.com/522c9bdad799a71c4e6bad965f9f00f3\" tg-width=\"1530\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>IPO watch:</b>&nbsp;IPOs expected to start trading during the week include UiPAth (PATH), DoubleVerify (DV) and NeuroPace (NPCE) on April 20, as well as Zymergern (ZY) and KnowBe4 (KNBE) on April 22. IPO lockup periods expire on Datto Holding(NYSE:MSP), Topaz Energy(NYSE:TPZ), McAfee(NASDAQ:MCFE), Guild Holdings(NYSE:GHLD), Foghorn Therapeutics(NASDAQ:FHTX)and ComSovereign Holding(NASDAQ:COMS). The analyst quiet period expires on ThredUp(NASDAQ:TDUP)on April 20 to free up analysts to post ratings. Shares of Trip.com(NASDAQ:TRIP)will begin trading in Hong Kong this week following a new listing.</p><p><blockquote><b>IPO观察：</b>预计本周开始交易的IPO包括4月20日的UiPAth(PATH)、DoubleVerify(DV)和NeuroPace(NPCE)，以及4月22日的Zymergern(ZY)和KnowBe4(KNBE)。Datto Holding(NYSE：MSP)、Topaz Energy(NYSE：TPZ)、McAfee(纳斯达克：MCFE)、Guild Holdings(NYSE：GHLD)、Foghorn Therapeutics(纳斯达克：FHTX)和ComSovereign Holding(纳斯达克：COMS）。ThredUp（纳斯达克股票代码：TDUP）的分析师静默期将于4月20日到期，以便分析师可以发布评级。携程（纳斯达克股票代码：TRIP）的股票将于本周在香港上市后开始交易。</blockquote></p><p><b>Apple event:</b>&nbsp;Apple(NASDAQ:AAPL)holds an event on April 20 called \"Spring Loaded\" to show off new products. Information out of Cupertino has been pretty tight, but the company could reveal new iPads, new iMacs, new AirPods, AirTags, a new Apple TV and possibly a new Apple Pencil.</p><p><blockquote><b>苹果事件：</b>苹果（纳斯达克：AAPL）将于4月20日举办名为“Spring Loaded”的活动，展示新产品。来自库比蒂诺的信息相当紧张，但该公司可能会发布新的iPad、新的iMac、新的AirPods、AirTags、新的苹果电视，可能还有新的苹果铅笔。</blockquote></p><p><b>Projected dividend increases (quarterly):</b>&nbsp;Expected dividend boosts for the week include Comfort Systems USA(NYSE:FIX)to $0.125 from $0.1115, HP Enterprise(NYSE:HPE)to $0.1275 from $0.12, Pool Corp(NASDAQ:POOL)to $0.61 from $0.58, Johnson &amp; Johnson to $1.06 from $1.01, Travelers(NYSE:TRV)to $0.88 from $0.85, Southern Company(NYSE:SO)to $0.66 from $0.64, Kinder Morgan(NYSE:KMI)to $0.27 from $0.2625 and Nasdaq(NASDAQ:NDAQ)to $0.50 from $0.49.</p><p><blockquote><b>预计股息增加（季度）：</b>预计本周股息上调包括Comfort Systems USA(NYSE：FIX)从0.1115美元上调至0.125美元，HP Enterprise(NYSE：HPE)从0.12美元上调至0.1275美元，Pool Corp(纳斯达克：POOL)从0.58美元上调至0.61美元，强生公司(NYSE：TRV)从0.85美元上调至0.88美元，南方公司(NYSE：SO)从0.64美元上调至0.66美元，金德摩根(NYSE：KMI)从0.2625美元上调至0.27美元，纳斯达克(纳斯达克：NDAQ)从0.49美元上调至0.50美元。</blockquote></p><p><b>M&amp;A tidbits:</b>&nbsp;The highly-anticipated Aphria(NASDAQ:APHA)-Tilray(NASDAQ:TLRY)merger is expected to close on April 20. The tender offer on the GenMark Diagnostics(NASDAQ:GNMK)-Roche(OTCQX:RHHBY)deal expires on April 21. GW Pharmaceuticals(NASDAQ:GWPH)shareholders vote on the Jazz Pharmaceuticals(NASDAQ:JAZZ)deal on April 23.</p><p><blockquote><b>并购花絮：</b>备受期待的Aphria（纳斯达克：APHA）-Tilray（纳斯达克：TLRY）合并预计将于4月20日完成。GenMark Diagnostics（纳斯达克：GNMK）-罗氏（OTCQX：RHHBY）交易的要约收购将于4月21日到期。GW Pharmaceuticals（纳斯达克股票代码：GWPH）股东将于4月23日就Jazz Pharmaceuticals（纳斯达克股票代码：JAZZ）交易进行投票。</blockquote></p><p><b>ARK Invest watch:</b>&nbsp;Investors may want to keep an eye on Coinbase Global(NASDAQ:COIN)after ARK Invest came in Friday with a purchase of 19,599 shares for the ARK Fintech Innovation ETF(NYSEARCA:ARKF)and 112,539 shares for the ARK Innovation ETF(NYSEARCA:ARKK). Cathie Wood's firm also defended Silvergate(NYSE:SI)after its mid-week stumble likely in response to the Coinbase IPO. \"Investors potentially took profits to diversify their exposure to crypto in the public markets. \"In our view, the Silvergate Exchange Network, with its strong network effects, positions Silvergate as both a facilitator and a prime beneficiary of increased crypto adoption,\" ARK reasons.</p><p><blockquote><b>方舟投资观察：</b>在ARK Invest周五购买了19,599股ARK Fintech Innovation ETF（NYSEARCA：ARKF）和112,539股ARK Innovation ETF（NYSEARCA：ARKF）后，投资者可能需要关注Coinbase Global（纳斯达克：COIN）：ARKK）。Cathie Wood的公司还为Silvergate(NYSE：SI)进行了辩护，此前Silvergate(NYSE：SI)在周中因Coinbase IPO而出现失误。“投资者可能会获利了结，以分散他们在公开市场上对加密货币的投资。”我们认为，Silvergate交换网络凭借其强大的网络效应，使Silvergate既是加密货币采用增加的推动者，也是主要受益者，”ARK解释道。</blockquote></p><p><b>Corporate spotlight:</b>&nbsp;Major events this week include strategic updates from Advance Auto Parts(NYSE:AAP)and Royal Gold(NYSE:GOLD)on April 20, as well as investor days for Dye &amp; Durham(OTC:DYNDF)and SMART Global(NASDAQ:SGH). On April 21, MGM Resorts(NYSE:MGM)and Entain(OTCPK:GMVHF)along with their U.S. venture BetMGM will host a business update event for analysts and investors. The event will provide deeper insights into the rapidly growing U.S. sports betting and iGaming business of BetMGM. A new forecast on the industry's total addressable market could be a share price catalyst for DraftKings(NASDAQ:DKNG)and Penn National Gaming(NASDAQ:PENN)as well. Check outSeeking Alpha's Catalyst Watch for a detailed list of more events to watch.</p><p><blockquote><b>企业聚焦：</b>本周的重大活动包括Advance Auto Parts(NYSE：AAP)和Royal Gold(NYSE：GOLD)4月20日的战略更新，以及Dye&amp;Durham(OTC：DYNDF)和SMART Global(纳斯达克：SGH)的投资者日。4月21日，米高梅度假村(NYSE：MGM)和Entain(OTCPK：GMVHF)及其美国合资企业BetMGM将为分析师和投资者举办业务更新活动。该活动将让人们更深入地了解BetMGM快速增长的美国体育博彩和iGaming业务。对该行业总潜在市场的新预测也可能成为DraftKings（纳斯达克：DKNG）和Penn National Gaming（纳斯达克：PENN）的股价催化剂。查看outSeeking Alpha的Catalyst Watch，了解更多值得关注的活动的详细列表。</blockquote></p><p></p><p><b>Conferences rundown:</b>&nbsp;Notable conferences running during the week include the H.C Wainwright Spring Mining Conference, Linley Spring Processor Conference 2021, the Kempen Life Sciences Conference, the Jefferies Microbiome-based Therapeutics Summit 2021 and the Stifel GMP &amp; Stifel First Energy Canada Cross Sector Insight Conference 2021. Check outSeeking Alpha's Catalyst Watch for a detailed list of events to watch.</p><p><blockquote><b>会议概要：</b>本周举行的著名会议包括H.C Wainwright春季采矿会议、2021年Linley春季加工商会议、Kempen生命科学会议、2021年Jefferies基于微生物组的治疗峰会以及2021年Stifel GMP和Stifel First Energy Canada跨部门洞察会议。查看outSeeking Alpha的Catalyst手表，了解要观看的事件的详细列表。</blockquote></p><p><b>Barron's mentions:</b>&nbsp;Disney(NYSE:DIS)makes the cover of Barron's this week as the media giant is given credit for positioning itself for post-COVID growth. Disney is said to have come out ahead after CEO Bob Chapek and team faced the severest of financial stress tests. \"When parks and theaters emptied out a year ago, costs kept rolling in, and the fastest-growing part of the business, streaming, was consuming cash—as it still is. Yet, Disney generated $3.6 billion in free cash during its fiscal year ended last September. It’s seen producing $3.3 billion this year before the numbers begin a sharp rebound,\" notes Jack Hough. While the movie business is still sputtering to restart and the TV business is seen holding steady at best, streaming results have shattered forecasts. Disney+ smashed expectations in piling up 100M in less than 18 months, compared to the 10 years it took Netflix to hit that level. Disney is targeting 300M to 350M subscribers by 2024 across all of its streaming platforms, including Hulu, ESPN+, Hotstar in India, and Star+ in Latin America (launches in June). PetIQ(NASDAQ:PETQ)and O'Reilly Automotive(NASDAQ:ORLY)also land favorable write-ups this week.</p><p><blockquote><b>《巴伦周刊》提到：</b>迪士尼（纽约证券交易所股票代码：DIS）本周登上了《巴伦周刊》的封面，这家媒体巨头因为新冠疫情后的增长做好了定位而受到赞誉。据说，在首席执行官鲍勃·查佩克和团队面临最严峻的财务压力测试后，迪士尼脱颖而出。“一年前，当公园和剧院空无一人时，成本不断滚滚而来，流媒体业务增长最快的部分正在消耗现金——现在仍然如此。然而，迪士尼在截至去年9月的财年中产生了36亿美元的自由现金。在数字开始大幅反弹之前，今年的收入为33亿美元，”杰克·霍夫指出。虽然电影业务仍在艰难重启，电视业务充其量也保持稳定，但流媒体业绩却超出了预期。Disney+在不到18个月的时间里积累了1亿美元，超出了预期，而Netflix花了10年时间才达到这一水平。迪士尼的目标是到2024年在其所有流媒体平台上拥有3亿至3.5亿用户，包括印度的Hulu、ESPN+、Hotstar和拉丁美洲的Star+（6月推出）。PetIQ（纳斯达克股票代码：PETQ）和O’Reilly Automotive（纳斯达克股票代码：ORLY）本周也获得了好评。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162662309","content_text":"Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify(click the highlighted links).Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across sectors. Of note, the follow-up conference calls from Coca-Cola(NYSE:KO), Netflix(NASDAQ:NFLX)and Intel(NASDAQ:INTC)could be on the interesting side. On the vaccine front, the Centers for Disease Control and Prevention's Advisory Committee on Immunization Practices is expected to meet late this week to consider recommendations for Johnson & Johnson's(NYSE:JNJ)shot, which has been linked to rare blood clots in the brain.Earnings spotlight: Earnings season heats up in a big way with reports due in from Coca-Cola (KO), IBM(NYSE:IBM)and United Airlines(NASDAQ:UAL)on April 19; Johnson & Johnson (JNJ), Procter & Gamble(NYSE:PG), Philip Morris International(NYSE:PM), Abbott Labs(NYSE:ABT)and Netflix (NFLX) on April 20; Anthem(NYSE:ANTM), Verizon(NYSE:VZ), Chipotle(NYSE:CMG)and Lam Research(NASDAQ:LRCX)on April 21; AT&T(NYSE:T), Dow(NYSE:DOW), Intel (INTC), Seagate Tech(NASDAQ:STX)and Mattel(NASDAQ:MAT)on April 22; as well as American Express(NYSE:AXP)and Honeywell(NYSE:HON)on April 23.IPO watch: IPOs expected to start trading during the week include UiPAth (PATH), DoubleVerify (DV) and NeuroPace (NPCE) on April 20, as well as Zymergern (ZY) and KnowBe4 (KNBE) on April 22. IPO lockup periods expire on Datto Holding(NYSE:MSP), Topaz Energy(NYSE:TPZ), McAfee(NASDAQ:MCFE), Guild Holdings(NYSE:GHLD), Foghorn Therapeutics(NASDAQ:FHTX)and ComSovereign Holding(NASDAQ:COMS). The analyst quiet period expires on ThredUp(NASDAQ:TDUP)on April 20 to free up analysts to post ratings. Shares of Trip.com(NASDAQ:TRIP)will begin trading in Hong Kong this week following a new listing.Apple event: Apple(NASDAQ:AAPL)holds an event on April 20 called \"Spring Loaded\" to show off new products. Information out of Cupertino has been pretty tight, but the company could reveal new iPads, new iMacs, new AirPods, AirTags, a new Apple TV and possibly a new Apple Pencil.Projected dividend increases (quarterly): Expected dividend boosts for the week include Comfort Systems USA(NYSE:FIX)to $0.125 from $0.1115, HP Enterprise(NYSE:HPE)to $0.1275 from $0.12, Pool Corp(NASDAQ:POOL)to $0.61 from $0.58, Johnson & Johnson to $1.06 from $1.01, Travelers(NYSE:TRV)to $0.88 from $0.85, Southern Company(NYSE:SO)to $0.66 from $0.64, Kinder Morgan(NYSE:KMI)to $0.27 from $0.2625 and Nasdaq(NASDAQ:NDAQ)to $0.50 from $0.49.M&A tidbits: The highly-anticipated Aphria(NASDAQ:APHA)-Tilray(NASDAQ:TLRY)merger is expected to close on April 20. The tender offer on the GenMark Diagnostics(NASDAQ:GNMK)-Roche(OTCQX:RHHBY)deal expires on April 21. GW Pharmaceuticals(NASDAQ:GWPH)shareholders vote on the Jazz Pharmaceuticals(NASDAQ:JAZZ)deal on April 23.ARK Invest watch: Investors may want to keep an eye on Coinbase Global(NASDAQ:COIN)after ARK Invest came in Friday with a purchase of 19,599 shares for the ARK Fintech Innovation ETF(NYSEARCA:ARKF)and 112,539 shares for the ARK Innovation ETF(NYSEARCA:ARKK). Cathie Wood's firm also defended Silvergate(NYSE:SI)after its mid-week stumble likely in response to the Coinbase IPO. \"Investors potentially took profits to diversify their exposure to crypto in the public markets. \"In our view, the Silvergate Exchange Network, with its strong network effects, positions Silvergate as both a facilitator and a prime beneficiary of increased crypto adoption,\" ARK reasons.Corporate spotlight: Major events this week include strategic updates from Advance Auto Parts(NYSE:AAP)and Royal Gold(NYSE:GOLD)on April 20, as well as investor days for Dye & Durham(OTC:DYNDF)and SMART Global(NASDAQ:SGH). On April 21, MGM Resorts(NYSE:MGM)and Entain(OTCPK:GMVHF)along with their U.S. venture BetMGM will host a business update event for analysts and investors. The event will provide deeper insights into the rapidly growing U.S. sports betting and iGaming business of BetMGM. A new forecast on the industry's total addressable market could be a share price catalyst for DraftKings(NASDAQ:DKNG)and Penn National Gaming(NASDAQ:PENN)as well. Check outSeeking Alpha's Catalyst Watch for a detailed list of more events to watch.Conferences rundown: Notable conferences running during the week include the H.C Wainwright Spring Mining Conference, Linley Spring Processor Conference 2021, the Kempen Life Sciences Conference, the Jefferies Microbiome-based Therapeutics Summit 2021 and the Stifel GMP & Stifel First Energy Canada Cross Sector Insight Conference 2021. Check outSeeking Alpha's Catalyst Watch for a detailed list of events to watch.Barron's mentions: Disney(NYSE:DIS)makes the cover of Barron's this week as the media giant is given credit for positioning itself for post-COVID growth. Disney is said to have come out ahead after CEO Bob Chapek and team faced the severest of financial stress tests. \"When parks and theaters emptied out a year ago, costs kept rolling in, and the fastest-growing part of the business, streaming, was consuming cash—as it still is. Yet, Disney generated $3.6 billion in free cash during its fiscal year ended last September. It’s seen producing $3.3 billion this year before the numbers begin a sharp rebound,\" notes Jack Hough. While the movie business is still sputtering to restart and the TV business is seen holding steady at best, streaming results have shattered forecasts. Disney+ smashed expectations in piling up 100M in less than 18 months, compared to the 10 years it took Netflix to hit that level. Disney is targeting 300M to 350M subscribers by 2024 across all of its streaming platforms, including Hulu, ESPN+, Hotstar in India, and Star+ in Latin America (launches in June). PetIQ(NASDAQ:PETQ)and O'Reilly Automotive(NASDAQ:ORLY)also land favorable write-ups this week.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165171535,"gmtCreate":1624111545527,"gmtModify":1631885483881,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568714328624189","authorIdStr":"3568714328624189"},"themes":[],"htmlText":"Time for correction!","listText":"Time for correction!","text":"Time for correction!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/165171535","repostId":"1113942445","repostType":4,"isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111643383,"gmtCreate":1622680206142,"gmtModify":1631891954923,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568714328624189","authorIdStr":"3568714328624189"},"themes":[],"htmlText":"This is crazy","listText":"This is crazy","text":"This is crazy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/111643383","repostId":"1115876867","repostType":4,"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195834497,"gmtCreate":1621269568619,"gmtModify":1631893026276,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568714328624189","authorIdStr":"3568714328624189"},"themes":[],"htmlText":"Is there too much type on Disney+ and it has all been priced in togethering with theme parkre-opening?","listText":"Is there too much type on Disney+ and it has all been priced in togethering with theme parkre-opening?","text":"Is there too much type on Disney+ and it has all been priced in togethering with theme parkre-opening?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/195834497","repostId":"1121366045","repostType":4,"repost":{"id":"1121366045","kind":"news","pubTimestamp":1621265461,"share":"https://www.laohu8.com/m/news/1121366045?lang=zh_CN&edition=full","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?<blockquote>在未达到订户预期后，迪士尼股票仍然值得买入吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p><p><blockquote>Disney+上个季度的订户增长远低于分析师的预期。</blockquote></p><p> <b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p><p><blockquote><b>迪斯尼</b>（纽约证券交易所代码：DIS）第二财季结束时，其Disney+流媒体服务的订户为1.036亿。虽然这是去年同期报告总数的两倍多，但分析师预计Disney+本季度将拥有1.09亿订户。</blockquote></p><p> The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p><p><blockquote>该股在财报发布后最初大幅抛售，目前今年迄今已下跌4.3%。投资者可能想知道《老鼠之家》是否仍然是一项不错的投资。</blockquote></p><p> Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p><p><blockquote>以下是收益看涨期权中的四个要点，表明迪士尼表现良好，可能会使抛售成为一个很好的买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：华特·迪士尼。</span></p></blockquote></p><p> <b>1. Disney+ is still on track to reach 230 million subscribers</b></p><p><blockquote><b>1.Disney+仍有望达到2.3亿订阅用户</b></blockquote></p><p> Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p><p><blockquote>迪士尼已经注定会让投资者失望<b>Netflix</b>（纳斯达克：NFLX）在截至3月份的季度未能达到自己的订户指引。疫情期间，流媒体服务的注册量强劲增长，可能需要一两个季度才能恢复。</blockquote></p><p> Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p><p><blockquote>尽管如此，收益报告中有大量细节表明Disney+仍有望实现其长期订户目标。例如，首席财务官克里斯蒂娜·麦卡锡(Christine McCarthy)表示，迪士尼“在第二季度最后一个月增加潜艇的速度比前两个月更快。”尽管Disney+自推出以来首次提价。</blockquote></p><p> Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p><p><blockquote>展望近期，首席执行官Bob Chapek表示：“我们有望在2024财年末实现2.3亿至2.6亿用户的指导。”</blockquote></p><p> <b>2. Churn levels remaining low despite price increases</b></p><p><blockquote><b>2.尽管价格上涨，客户流失率仍然很低</b></blockquote></p><p> Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p><p><blockquote>查佩克表示，即使在上季度实施提价后，“自[欧洲、中东和非洲地区]提价以来，我们还没有观察到客户流失率显着上升。”</blockquote></p><p> Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p><p><blockquote>迪士尼预计，一旦内容制作全面恢复，订户增长将更加强劲。查佩克说：“对漫威最新系列的期待，<i>洛基</i>将于6月9日首次亮相的该片已经取得了巨大的成功。”</blockquote></p><p> Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p><p><blockquote>请记住，迪士尼在没有利用深度内容管道的情况下就获得了超过1亿的订阅用户<i>星球大战</i>以及管理层在12月投资者日演讲中公布的漫威。随着该公司从这些强大的特许经营权中添加更多内容，订阅者数量应该会增加。</blockquote></p><p> <b>3. Disney+ has yet to benefit from recent price increases</b></p><p><blockquote><b>3、Disney+尚未从近期涨价中受益</b></blockquote></p><p> Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p><p><blockquote>迪士尼本季度的每用户平均收入（ARPU）下降了29%，至3.99美元。这与Netflix上季度6%的同比增长相比无疑是一个鲜明的对比。但是这里的故事还有更多。</blockquote></p><p> The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p><p><blockquote>ARPU的下降是由于迪士尼+Hotstar在印度的推出，印度的每用户收入低于迪士尼+在其他市场。如果不包括Hotstar，迪士尼+ARPU几乎没有变化，为5.61美元。</blockquote></p><p> \"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p><p><blockquote>麦卡锡表示：“随着今年剩余时间的推移，我们应该开始看到我们在世界各地采取的价格上涨对迪士尼+ARPU的好处。”</blockquote></p><p> <b>4. Per capita spending is up at theme parks</b></p><p><blockquote><b>4.主题公园的人均支出上升</b></blockquote></p><p> Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p><p><blockquote>当然，主题公园仍然是迪士尼业务的重要组成部分，在2019财年创造了260亿美元的收入。本季度，迪士尼乐园、体验和产品的收入同比下降了44%。但这比上一季度53%的下降有所改善。</blockquote></p><p> Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p><p><blockquote>管理层在盈利看涨期权上提供了更多好消息。麦卡锡表示：“在华特迪士尼世界，整个第二季度的上座率趋势继续稳步改善，人均游客支出与去年相比再次增长了两位数。”</blockquote></p><p> Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p><p><blockquote>迪士尼度假区于4月30日开业，管理层对迄今为止游客的反应感到“非常鼓舞”。</blockquote></p><p> It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</p><p><blockquote>很难说该股短期内将走向何方，但迪士尼的特许经营权是娱乐行业中最有价值的特许经营权之一。我认为可以肯定的是，一旦迪士尼在Disney+上卸载其顶级品牌的更多内容，并且其他业务完全从疫情中恢复过来，股价可能会比现在更高。所以，是的，我认为这次抛售是一个很好的买入机会。</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?<blockquote>在未达到订户预期后，迪士尼股票仍然值得买入吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?<blockquote>在未达到订户预期后，迪士尼股票仍然值得买入吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-05-17 23:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p><p><blockquote>Disney+上个季度的订户增长远低于分析师的预期。</blockquote></p><p> <b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p><p><blockquote><b>迪斯尼</b>（纽约证券交易所代码：DIS）第二财季结束时，其Disney+流媒体服务的订户为1.036亿。虽然这是去年同期报告总数的两倍多，但分析师预计Disney+本季度将拥有1.09亿订户。</blockquote></p><p> The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p><p><blockquote>该股在财报发布后最初大幅抛售，目前今年迄今已下跌4.3%。投资者可能想知道《老鼠之家》是否仍然是一项不错的投资。</blockquote></p><p> Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p><p><blockquote>以下是收益看涨期权中的四个要点，表明迪士尼表现良好，可能会使抛售成为一个很好的买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：华特·迪士尼。</span></p></blockquote></p><p> <b>1. Disney+ is still on track to reach 230 million subscribers</b></p><p><blockquote><b>1.Disney+仍有望达到2.3亿订阅用户</b></blockquote></p><p> Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p><p><blockquote>迪士尼已经注定会让投资者失望<b>Netflix</b>（纳斯达克：NFLX）在截至3月份的季度未能达到自己的订户指引。疫情期间，流媒体服务的注册量强劲增长，可能需要一两个季度才能恢复。</blockquote></p><p> Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p><p><blockquote>尽管如此，收益报告中有大量细节表明Disney+仍有望实现其长期订户目标。例如，首席财务官克里斯蒂娜·麦卡锡(Christine McCarthy)表示，迪士尼“在第二季度最后一个月增加潜艇的速度比前两个月更快。”尽管Disney+自推出以来首次提价。</blockquote></p><p> Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p><p><blockquote>展望近期，首席执行官Bob Chapek表示：“我们有望在2024财年末实现2.3亿至2.6亿用户的指导。”</blockquote></p><p> <b>2. Churn levels remaining low despite price increases</b></p><p><blockquote><b>2.尽管价格上涨，客户流失率仍然很低</b></blockquote></p><p> Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p><p><blockquote>查佩克表示，即使在上季度实施提价后，“自[欧洲、中东和非洲地区]提价以来，我们还没有观察到客户流失率显着上升。”</blockquote></p><p> Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p><p><blockquote>迪士尼预计，一旦内容制作全面恢复，订户增长将更加强劲。查佩克说：“对漫威最新系列的期待，<i>洛基</i>将于6月9日首次亮相的该片已经取得了巨大的成功。”</blockquote></p><p> Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p><p><blockquote>请记住，迪士尼在没有利用深度内容管道的情况下就获得了超过1亿的订阅用户<i>星球大战</i>以及管理层在12月投资者日演讲中公布的漫威。随着该公司从这些强大的特许经营权中添加更多内容，订阅者数量应该会增加。</blockquote></p><p> <b>3. Disney+ has yet to benefit from recent price increases</b></p><p><blockquote><b>3、Disney+尚未从近期涨价中受益</b></blockquote></p><p> Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p><p><blockquote>迪士尼本季度的每用户平均收入（ARPU）下降了29%，至3.99美元。这与Netflix上季度6%的同比增长相比无疑是一个鲜明的对比。但是这里的故事还有更多。</blockquote></p><p> The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p><p><blockquote>ARPU的下降是由于迪士尼+Hotstar在印度的推出，印度的每用户收入低于迪士尼+在其他市场。如果不包括Hotstar，迪士尼+ARPU几乎没有变化，为5.61美元。</blockquote></p><p> \"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p><p><blockquote>麦卡锡表示：“随着今年剩余时间的推移，我们应该开始看到我们在世界各地采取的价格上涨对迪士尼+ARPU的好处。”</blockquote></p><p> <b>4. Per capita spending is up at theme parks</b></p><p><blockquote><b>4.主题公园的人均支出上升</b></blockquote></p><p> Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p><p><blockquote>当然，主题公园仍然是迪士尼业务的重要组成部分，在2019财年创造了260亿美元的收入。本季度，迪士尼乐园、体验和产品的收入同比下降了44%。但这比上一季度53%的下降有所改善。</blockquote></p><p> Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p><p><blockquote>管理层在盈利看涨期权上提供了更多好消息。麦卡锡表示：“在华特迪士尼世界，整个第二季度的上座率趋势继续稳步改善，人均游客支出与去年相比再次增长了两位数。”</blockquote></p><p> Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p><p><blockquote>迪士尼度假区于4月30日开业，管理层对迄今为止游客的反应感到“非常鼓舞”。</blockquote></p><p> It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</p><p><blockquote>很难说该股短期内将走向何方，但迪士尼的特许经营权是娱乐行业中最有价值的特许经营权之一。我认为可以肯定的是，一旦迪士尼在Disney+上卸载其顶级品牌的更多内容，并且其他业务完全从疫情中恢复过来，股价可能会比现在更高。所以，是的，我认为这次抛售是一个很好的买入机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">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":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":1080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124159451,"gmtCreate":1624755078173,"gmtModify":1631890543648,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568714328624189","authorIdStr":"3568714328624189"},"themes":[],"htmlText":"Too speculative&nbsp;","listText":"Too speculative&nbsp;","text":"Too speculative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/124159451","repostId":"2146009942","repostType":4,"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189536569,"gmtCreate":1623281325651,"gmtModify":1631885485107,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568714328624189","authorIdStr":"3568714328624189"},"themes":[],"htmlText":"Time for retracement&nbsp;","listText":"Time for retracement&nbsp;","text":"Time for retracement","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/189536569","repostId":"1142408805","repostType":4,"repost":{"id":"1142408805","kind":"news","pubTimestamp":1623280126,"share":"https://www.laohu8.com/m/news/1142408805?lang=zh_CN&edition=full","pubTime":"2021-06-10 07:08","market":"us","language":"en","title":"U.S. stocks end lower ahead of inflation report<blockquote>美股在通胀报告公布前收低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142408805","media":"reuters","summary":"NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants a","content":"<p>NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.</p><p><blockquote>纽约（路透社）-华尔街周三收盘走低，市场参与者等待通胀数据，以寻找美联储何时可能收紧鸽派货币政策的线索。</blockquote></p><p> The retail “meme stock” craze continued unabated.</p><p><blockquote>零售“模因股”热潮不减。</blockquote></p><p> All three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.</p><p><blockquote>美国三大股指均扭转稍早涨势，但在缺乏任何明显市场催化剂的情况下仍维持区间震荡。</blockquote></p><p> “There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”</p><p><blockquote>印第安纳州哈蒙德地平线投资服务公司首席执行官查克·卡尔森表示：“新闻方面有一段平静期。”“我们已经过了财报期，人们正在等待明天的通胀数据，因此市场好坏参半，主要股指没有采取太多行动。”</blockquote></p><p> Heavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.</p><p><blockquote>严重做空的meme股票延续了社交媒体推动的涨势，Aethlon Medical飙升388.2%。</blockquote></p><p> Reddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.</p><p><blockquote>Reddit聊天还帮助监狱运营商GEO Group和World Wrestling Entertainment的股价分别上涨38.4%和10.9%。</blockquote></p><p> However, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath &amp; Beyond closed lower.</p><p><blockquote>然而，Clover Health、AMC院线和Bed Bath&amp;Beyond等其他模因股票收盘走低。</blockquote></p><p> Retail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.</p><p><blockquote>Vanda Research的数据显示，随着社交媒体论坛争先恐后地寻找下一个游戏驿站公司，即引发这一现象的股票，零售额已回到一月份的峰值。</blockquote></p><p> “It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”</p><p><blockquote>“这感觉就像另类股票市场，”卡尔森补充道。这是猜测的迹象。如果你在正确的时间进入，你就可以成功，但随着时间的推移，很难成功地发挥作用。”</blockquote></p><p> “I don’t think you should read too much regarding the broader market.”</p><p><blockquote>“我认为你不应该阅读太多关于大盘的信息。”</blockquote></p><p> GameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.</p><p><blockquote>游戏驿站在发布财报之前任命马特·弗隆为新任首席执行官，财报显示季度亏损为每股1.01美元。其股价在盘后交易中下跌超过4%。</blockquote></p><p> U.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.</p><p><blockquote>在与参议员雪莱·卡皮托的一对一会谈破裂后，美国总统乔·拜登在正在进行的谈判中改变了路线，以就基础设施支出达成两党协议。</blockquote></p><p> Industrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.</p><p><blockquote>将从基础设施交易中受益的工业股下跌1%。</blockquote></p><p> Washington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.</p><p><blockquote>华盛顿立法者通过了一项全面的法案，旨在提高美国与中国技术竞争的能力，在持续的芯片供应干旱的情况下为研究和半导体生产提供资金。该法案现已提交众议院。</blockquote></p><p> Even so, the Philadelphia SE Semiconductor index slipped 0.4%.</p><p><blockquote>即便如此，费城SE半导体指数仍下跌0.4%。</blockquote></p><p> The Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.</p><p><blockquote>美国劳工部将于周四发布的消费者价格指数报告将在复苏的供需失衡中提供对通胀的另一种看法，因为投资者将确定通胀压力是否如美联储所称的那样是暂时的。</blockquote></p><p> The Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&amp;P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.</p><p><blockquote>道琼工业指数跌152.68点，或0.44%，报34447.14点；标普500下跌7.71点，或0.18%，报4,219.55点；纳斯达克综合指数下跌13.16点，跌幅0.09%，至13,911.75点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P 500, healthcare gained the most.</p><p><blockquote>标普500 11大板块中，医疗保健涨幅最大。</blockquote></p><p> Benchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.</p><p><blockquote>基准美国国债收益率自5月以来首次跌破1.5%，令对利率敏感的金融股承压。</blockquote></p><p> Campbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.</p><p><blockquote>金宝汤公司未达到季度利润预期，并下调了全年盈利预期，导致其股价下跌6.5%。</blockquote></p><p> Drugmaker Merck &amp; Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.</p><p><blockquote>制药商默克公司股价上涨2.3%，此前该公司宣布，如果该药物获得监管部门批准，美国政府已同意以约12亿美元的价格购买该公司约170万个疗程的实验性COVID-19治疗药物molnupiravir。</blockquote></p><p> Declining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.12比1；在纳斯达克，1.13比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.</p><p><blockquote>标普500创下38个52周新高和两个新低；纳斯达克综合指数录得126个新高和14个新低。</blockquote></p><p> Volume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为115.3亿股，而过去20个交易日的平均成交量为107.4亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks end lower ahead of inflation report<blockquote>美股在通胀报告公布前收低</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\">\nU.S. stocks end lower ahead of inflation report<blockquote>美股在通胀报告公布前收低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">reuters</strong><span class=\"h-time small\">2021-06-10 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.</p><p><blockquote>纽约（路透社）-华尔街周三收盘走低，市场参与者等待通胀数据，以寻找美联储何时可能收紧鸽派货币政策的线索。</blockquote></p><p> The retail “meme stock” craze continued unabated.</p><p><blockquote>零售“模因股”热潮不减。</blockquote></p><p> All three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.</p><p><blockquote>美国三大股指均扭转稍早涨势，但在缺乏任何明显市场催化剂的情况下仍维持区间震荡。</blockquote></p><p> “There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”</p><p><blockquote>印第安纳州哈蒙德地平线投资服务公司首席执行官查克·卡尔森表示：“新闻方面有一段平静期。”“我们已经过了财报期，人们正在等待明天的通胀数据，因此市场好坏参半，主要股指没有采取太多行动。”</blockquote></p><p> Heavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.</p><p><blockquote>严重做空的meme股票延续了社交媒体推动的涨势，Aethlon Medical飙升388.2%。</blockquote></p><p> Reddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.</p><p><blockquote>Reddit聊天还帮助监狱运营商GEO Group和World Wrestling Entertainment的股价分别上涨38.4%和10.9%。</blockquote></p><p> However, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath &amp; Beyond closed lower.</p><p><blockquote>然而，Clover Health、AMC院线和Bed Bath&amp;Beyond等其他模因股票收盘走低。</blockquote></p><p> Retail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.</p><p><blockquote>Vanda Research的数据显示，随着社交媒体论坛争先恐后地寻找下一个游戏驿站公司，即引发这一现象的股票，零售额已回到一月份的峰值。</blockquote></p><p> “It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”</p><p><blockquote>“这感觉就像另类股票市场，”卡尔森补充道。这是猜测的迹象。如果你在正确的时间进入，你就可以成功，但随着时间的推移，很难成功地发挥作用。”</blockquote></p><p> “I don’t think you should read too much regarding the broader market.”</p><p><blockquote>“我认为你不应该阅读太多关于大盘的信息。”</blockquote></p><p> GameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.</p><p><blockquote>游戏驿站在发布财报之前任命马特·弗隆为新任首席执行官，财报显示季度亏损为每股1.01美元。其股价在盘后交易中下跌超过4%。</blockquote></p><p> U.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.</p><p><blockquote>在与参议员雪莱·卡皮托的一对一会谈破裂后，美国总统乔·拜登在正在进行的谈判中改变了路线，以就基础设施支出达成两党协议。</blockquote></p><p> Industrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.</p><p><blockquote>将从基础设施交易中受益的工业股下跌1%。</blockquote></p><p> Washington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.</p><p><blockquote>华盛顿立法者通过了一项全面的法案，旨在提高美国与中国技术竞争的能力，在持续的芯片供应干旱的情况下为研究和半导体生产提供资金。该法案现已提交众议院。</blockquote></p><p> Even so, the Philadelphia SE Semiconductor index slipped 0.4%.</p><p><blockquote>即便如此，费城SE半导体指数仍下跌0.4%。</blockquote></p><p> The Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.</p><p><blockquote>美国劳工部将于周四发布的消费者价格指数报告将在复苏的供需失衡中提供对通胀的另一种看法，因为投资者将确定通胀压力是否如美联储所称的那样是暂时的。</blockquote></p><p> The Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&amp;P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.</p><p><blockquote>道琼工业指数跌152.68点，或0.44%，报34447.14点；标普500下跌7.71点，或0.18%，报4,219.55点；纳斯达克综合指数下跌13.16点，跌幅0.09%，至13,911.75点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P 500, healthcare gained the most.</p><p><blockquote>标普500 11大板块中，医疗保健涨幅最大。</blockquote></p><p> Benchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.</p><p><blockquote>基准美国国债收益率自5月以来首次跌破1.5%，令对利率敏感的金融股承压。</blockquote></p><p> Campbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.</p><p><blockquote>金宝汤公司未达到季度利润预期，并下调了全年盈利预期，导致其股价下跌6.5%。</blockquote></p><p> Drugmaker Merck &amp; Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.</p><p><blockquote>制药商默克公司股价上涨2.3%，此前该公司宣布，如果该药物获得监管部门批准，美国政府已同意以约12亿美元的价格购买该公司约170万个疗程的实验性COVID-19治疗药物molnupiravir。</blockquote></p><p> Declining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.12比1；在纳斯达克，1.13比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.</p><p><blockquote>标普500创下38个52周新高和两个新低；纳斯达克综合指数录得126个新高和14个新低。</blockquote></p><p> Volume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为115.3亿股，而过去20个交易日的平均成交量为107.4亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG\">reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AEMD":"Aethlon Medical Inc",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142408805","content_text":"NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.\nThe retail “meme stock” craze continued unabated.\nAll three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.\n“There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”\nHeavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.\nReddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.\nHowever, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath & Beyond closed lower.\nRetail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.\n“It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”\n“I don’t think you should read too much regarding the broader market.”\nGameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.\nU.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.\nIndustrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.\nWashington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.\nEven so, the Philadelphia SE Semiconductor index slipped 0.4%.\nThe Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.\nThe Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.\nAmong the 11 major sectors in the S&P 500, healthcare gained the most.\nBenchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.\nCampbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.\nDrugmaker Merck & Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.\nDeclining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.\nThe S&P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.\nVolume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".DJI":0.9,"AEMD":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101000716,"gmtCreate":1619828231535,"gmtModify":1631893026286,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568714328624189","authorIdStr":"3568714328624189"},"themes":[],"htmlText":"Unemployment still high around 6%, Fed likely to continue QE?","listText":"Unemployment still high around 6%, Fed likely to continue QE?","text":"Unemployment still high around 6%, Fed likely to continue QE?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/101000716","repostId":"1155857726","repostType":4,"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153338853,"gmtCreate":1625009573672,"gmtModify":1631890543646,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568714328624189","authorIdStr":"3568714328624189"},"themes":[],"htmlText":"Crazy valuations","listText":"Crazy valuations","text":"Crazy valuations","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153338853","repostId":"1122418477","repostType":4,"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124150575,"gmtCreate":1624755048497,"gmtModify":1631890543650,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568714328624189","authorIdStr":"3568714328624189"},"themes":[],"htmlText":"Nio is overpriced?","listText":"Nio is overpriced?","text":"Nio is overpriced?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124150575","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","pubTimestamp":1624754401,"share":"https://www.laohu8.com/m/news/1137119316?lang=zh_CN&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>I am comparing Ford against NIO in different categories.</li>  <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>  <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在加深对福特和蔚来增长潜力的了解，同时突出市场地位和机会的差异。</li><li>蔚来的增长速度比福特快得多，高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特（F）在电动汽车市场发起重大攻势，中国电动汽车制造商蔚来（蔚来）未来将面临多一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值，哪家汽车制造商提供了最好的交易？我将在每个类别中比较福特和蔚来，并在最后做出最终裁决。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特vs蔚来：全球电动车市场争夺战升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别，但两家公司将在快速增长的全球电动汽车市场上展开正面交锋。福特的车队尚未专注于电动汽车，但这种情况将会改变：感觉到电动汽车竞赛正在升温，福特表示正在加速其电气化计划，到2025年投资300B美元用于其电动汽车制造能力。福特之前的资本计划要求对零排放汽车投资220亿美元。福特还设定了一个雄心勃勃的销售目标：未来十年内其全球销量的40%将是电动汽车，皮卡销量的33%将是电动汽车。如今，电动汽车销量仅占福特销量的1%。随着福特逐步淘汰内燃机，它将在2040年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年，全球电动汽车销量为320万辆，市场份额仅为4.2%。然而，2020年，中国购买了全球41%的电动汽车。中国买家去年购买了130万辆电动汽车，随着北京寻求提高电动汽车的采用率，销量将快速增长。电动汽车的第二大市场是欧洲，占全球电动汽车销量的42%。美国只是世界上插电式电动汽车的第三大市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：维基百科）</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>迄今为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速赶上，部分原因是立法努力增加零排放乘用车的采用，以及对全欧洲充电站网络的大量投资。蔚来即将进入欧洲市场，以期在竞争准备就绪之前扩大在全球第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>北京是蔚来汽车行业电气化背后的驱动力：政府希望到2025年电动汽车在新车销售中的份额达到20%，这将推动电动汽车在国内市场的渗透率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策，这些市场有望出现全球最快的销售增长和最高的电动汽车采用率。由于人口规模，中国不仅是最大的市场，而且预计到2030年，中国的电动汽车销量将超过世界上所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：麦肯锡）</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长以及更有利的监管框架，因此中国的赢家将是：蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有一个世纪的制造经验。但到目前为止，福特的产品线中只有一款全电动汽车可以与蔚来相媲美：野马Mach-E SUV。2022年，福特将开始销售全电动F-150 Lightening，该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录，包括5座ES6 SUV、5座轿跑SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来仅专注于生产电动汽车，并且占据了非常小且明确的利基市场，因此这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验，可以利用全球制造基地以比任何利基电动汽车制造商所希望的更快的速度提高电动汽车产量。这使得福特不仅在美国成为特斯拉(TSLA)的有力竞争对手，而且在国外也成为蔚来的有力竞争对手。福特正在加速其电气化计划，它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议在其车队电气化上投入300B美元，这将加速其转型，并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化和BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在一个竞争只会随着时间的推移而变得更加激烈的市场中的重要性，这就是为什么两家公司都在一个可以打破或巩固电动汽车市场主导地位的相关领域：电池技术。</blockquote></p><p> Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司SK Innovation组建一家合资企业，以确保牵引电池单元和阵列模块的供应。该合资企业旨在加速电池交付，每年将生产约60 GWh，足以满足福特到2030年预计年度能源需求的25%。蔚来也在投资电池技术，并成立了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特的不同之处在于，蔚来的电池投资策略围绕电池订阅模式，也称为“电池即服务”，这为这家中国汽车制造商创造了强大的长期收入机会。在这种“BaaS”模式下，购买蔚来电动汽车的用户可以获得7万元人民币的初始折扣，相当于1.08万美元，并且可以签约包月租用可充电的70 kWh电池。然后可以在蔚来的一个电池交换站更换电池，该站遍布中国大多数大城市。电池订阅费用为每月980元人民币，相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处：由于预付折扣，从蔚来购买电动汽车变得更加实惠，订阅模式确保用户受益于电池技术的进步和更好的性能随着时间的推移。将电池成本与汽车价格脱钩为蔚来创造了一个全新的订阅收入来源。“BaaS”订阅的收入可用于增加蔚来充电/更换站网络的密度。电池订阅模式还将客户与蔚来绑定在一起，有可能增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>福特和蔚来准备从电动汽车电池成本下降中受益，因为它们增加了资本配置。随着越来越多的投资流入开发更高效的电池，性能将会提高，成本将会下降，这将推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车与内燃机乘用车相比更具竞争力。但由于蔚来明确围绕电池订阅构建其商业模式的一部分，蔚来可能比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德(Schroders)提供的信息，自2014年以来，电动汽车的电池成本已下降70%，并且在本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS”模式非常天才，从长远来看，它可能会发展成为蔚来每年5亿美元的收入机会。尽管福特正在加大对电池技术的投资，但这一类别的赢家是：蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特5月份销量同比增长4.1%，但电动汽车销量（包括混合动力汽车）同比飙升184%，福特5月份售出创纪录的10,364辆电动汽车/混合动力汽车。Escape electrified销量和Explorer Hybrid销量同比增长125%和132%，显示出强劲的客户接受度。蔚来上个月交付了6,711辆汽车，其中包括3,017辆ES6、1,412辆ES8和2,282辆EC6。5月份总交付量同比增长率为95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销量是蔚来的54倍，这为蔚来创造了更多的销售增长和价值重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来的估值差异就像白天和黑夜的区别。这是因为尽管电动汽车类别出现爆炸性增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量将实现中低位数增长。预计到2025财年（基准年：2020财年），福特的收入将增长33%，蔚来的收入将增长808%！</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于这些销量增长的差异，蔚来与福特完全相反，至少就估值而言。这家中国电动汽车制造商预计今年的销量和交付量将增长接近100%，由于蔚来只经营电动汽车，蔚来的市值与销售额比率远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来风险更大……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业，但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。蔚来的全球总销量增长潜力更大，因为与福特相比，它的收入基础较小。但也有一些事情对蔚来不利。例如，对于蔚来来说，由于生产缺陷而导致的召回将是一个比福特更大的挑战，福特可以依赖全球服务和分销网络。蔚来的估值也并非没有风险，因为生产受挫导致销售增长意外放缓将对财务状况造成更大的影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>终审判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更“性感”的汽车制造商。中欧的强劲采用和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩，这是天才之举。你为这种增长付出了高昂的代价，但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展，随着汽车制造商对其车队进行电气化，电动汽车销量的比例将会增加。福特在电动汽车市场潜力巨大，但由于电动汽车销量占总销量的比例仍然相对较低，福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力，请购买蔚来。如果您相信全球电动汽车市场的潜力并且不喜欢太多风险，请购买福特。</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>Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</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\">\nFord Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-27 08:40</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>I am comparing Ford against NIO in different categories.</li>  <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>  <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在加深对福特和蔚来增长潜力的了解，同时突出市场地位和机会的差异。</li><li>蔚来的增长速度比福特快得多，高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特（F）在电动汽车市场发起重大攻势，中国电动汽车制造商蔚来（蔚来）未来将面临多一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值，哪家汽车制造商提供了最好的交易？我将在每个类别中比较福特和蔚来，并在最后做出最终裁决。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特vs蔚来：全球电动车市场争夺战升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别，但两家公司将在快速增长的全球电动汽车市场上展开正面交锋。福特的车队尚未专注于电动汽车，但这种情况将会改变：感觉到电动汽车竞赛正在升温，福特表示正在加速其电气化计划，到2025年投资300B美元用于其电动汽车制造能力。福特之前的资本计划要求对零排放汽车投资220亿美元。福特还设定了一个雄心勃勃的销售目标：未来十年内其全球销量的40%将是电动汽车，皮卡销量的33%将是电动汽车。如今，电动汽车销量仅占福特销量的1%。随着福特逐步淘汰内燃机，它将在2040年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年，全球电动汽车销量为320万辆，市场份额仅为4.2%。然而，2020年，中国购买了全球41%的电动汽车。中国买家去年购买了130万辆电动汽车，随着北京寻求提高电动汽车的采用率，销量将快速增长。电动汽车的第二大市场是欧洲，占全球电动汽车销量的42%。美国只是世界上插电式电动汽车的第三大市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：维基百科）</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>迄今为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速赶上，部分原因是立法努力增加零排放乘用车的采用，以及对全欧洲充电站网络的大量投资。蔚来即将进入欧洲市场，以期在竞争准备就绪之前扩大在全球第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>北京是蔚来汽车行业电气化背后的驱动力：政府希望到2025年电动汽车在新车销售中的份额达到20%，这将推动电动汽车在国内市场的渗透率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策，这些市场有望出现全球最快的销售增长和最高的电动汽车采用率。由于人口规模，中国不仅是最大的市场，而且预计到2030年，中国的电动汽车销量将超过世界上所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：麦肯锡）</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长以及更有利的监管框架，因此中国的赢家将是：蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有一个世纪的制造经验。但到目前为止，福特的产品线中只有一款全电动汽车可以与蔚来相媲美：野马Mach-E SUV。2022年，福特将开始销售全电动F-150 Lightening，该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录，包括5座ES6 SUV、5座轿跑SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来仅专注于生产电动汽车，并且占据了非常小且明确的利基市场，因此这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验，可以利用全球制造基地以比任何利基电动汽车制造商所希望的更快的速度提高电动汽车产量。这使得福特不仅在美国成为特斯拉(TSLA)的有力竞争对手，而且在国外也成为蔚来的有力竞争对手。福特正在加速其电气化计划，它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议在其车队电气化上投入300B美元，这将加速其转型，并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化和BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在一个竞争只会随着时间的推移而变得更加激烈的市场中的重要性，这就是为什么两家公司都在一个可以打破或巩固电动汽车市场主导地位的相关领域：电池技术。</blockquote></p><p> Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司SK Innovation组建一家合资企业，以确保牵引电池单元和阵列模块的供应。该合资企业旨在加速电池交付，每年将生产约60 GWh，足以满足福特到2030年预计年度能源需求的25%。蔚来也在投资电池技术，并成立了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特的不同之处在于，蔚来的电池投资策略围绕电池订阅模式，也称为“电池即服务”，这为这家中国汽车制造商创造了强大的长期收入机会。在这种“BaaS”模式下，购买蔚来电动汽车的用户可以获得7万元人民币的初始折扣，相当于1.08万美元，并且可以签约包月租用可充电的70 kWh电池。然后可以在蔚来的一个电池交换站更换电池，该站遍布中国大多数大城市。电池订阅费用为每月980元人民币，相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处：由于预付折扣，从蔚来购买电动汽车变得更加实惠，订阅模式确保用户受益于电池技术的进步和更好的性能随着时间的推移。将电池成本与汽车价格脱钩为蔚来创造了一个全新的订阅收入来源。“BaaS”订阅的收入可用于增加蔚来充电/更换站网络的密度。电池订阅模式还将客户与蔚来绑定在一起，有可能增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>福特和蔚来准备从电动汽车电池成本下降中受益，因为它们增加了资本配置。随着越来越多的投资流入开发更高效的电池，性能将会提高，成本将会下降，这将推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车与内燃机乘用车相比更具竞争力。但由于蔚来明确围绕电池订阅构建其商业模式的一部分，蔚来可能比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德(Schroders)提供的信息，自2014年以来，电动汽车的电池成本已下降70%，并且在本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS”模式非常天才，从长远来看，它可能会发展成为蔚来每年5亿美元的收入机会。尽管福特正在加大对电池技术的投资，但这一类别的赢家是：蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特5月份销量同比增长4.1%，但电动汽车销量（包括混合动力汽车）同比飙升184%，福特5月份售出创纪录的10,364辆电动汽车/混合动力汽车。Escape electrified销量和Explorer Hybrid销量同比增长125%和132%，显示出强劲的客户接受度。蔚来上个月交付了6,711辆汽车，其中包括3,017辆ES6、1,412辆ES8和2,282辆EC6。5月份总交付量同比增长率为95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销量是蔚来的54倍，这为蔚来创造了更多的销售增长和价值重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来的估值差异就像白天和黑夜的区别。这是因为尽管电动汽车类别出现爆炸性增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量将实现中低位数增长。预计到2025财年（基准年：2020财年），福特的收入将增长33%，蔚来的收入将增长808%！</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于这些销量增长的差异，蔚来与福特完全相反，至少就估值而言。这家中国电动汽车制造商预计今年的销量和交付量将增长接近100%，由于蔚来只经营电动汽车，蔚来的市值与销售额比率远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来风险更大……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业，但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。蔚来的全球总销量增长潜力更大，因为与福特相比，它的收入基础较小。但也有一些事情对蔚来不利。例如，对于蔚来来说，由于生产缺陷而导致的召回将是一个比福特更大的挑战，福特可以依赖全球服务和分销网络。蔚来的估值也并非没有风险，因为生产受挫导致销售增长意外放缓将对财务状况造成更大的影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>终审判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更“性感”的汽车制造商。中欧的强劲采用和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩，这是天才之举。你为这种增长付出了高昂的代价，但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展，随着汽车制造商对其车队进行电气化，电动汽车销量的比例将会增加。福特在电动汽车市场潜力巨大，但由于电动汽车销量占总销量的比例仍然相对较低，福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力，请购买蔚来。如果您相信全球电动汽车市场的潜力并且不喜欢太多风险，请购买福特。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1,"symbols_score_info":{"NIO":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137253864,"gmtCreate":1622353831258,"gmtModify":1631891954976,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568714328624189","authorIdStr":"3568714328624189"},"themes":[],"htmlText":"Way overpriced&nbsp;","listText":"Way overpriced&nbsp;","text":"Way overpriced","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/137253864","repostId":"2138765488","repostType":4,"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355080961,"gmtCreate":1617013881553,"gmtModify":1634523142917,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568714328624189","authorIdStr":"3568714328624189"},"themes":[],"htmlText":"Focus on value stocks now?","listText":"Focus on value stocks now?","text":"Focus on value stocks now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/355080961","repostId":"1113507285","repostType":4,"repost":{"id":"1113507285","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1617012013,"share":"https://www.laohu8.com/m/news/1113507285?lang=zh_CN&edition=full","pubTime":"2021-03-29 18:00","market":"us","language":"en","title":"How To Invest Cash When Markets Are Volatile<blockquote>市场波动时如何投资现金</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113507285","media":"Benzinga","summary":"According to AllianceBernstein, the opportunity cost of sticking to liquidity is rather high: over t","content":"<p><i>According to AllianceBernstein, the opportunity cost of sticking to liquidity is rather high: over time, most of the asset classes are expected to do better</i></p><p><blockquote><i>AllianceBernstein表示，坚持流动性的机会成本相当高：随着时间的推移，大多数资产类别有望表现更好</i></blockquote></p><p> Lower expenses and fears about valuations and financial markets' volatility have prompted liquidity to record levels. At the end of February, in Italy, resident customer deposits amounted to 1,746 billion, 10% more than the figure recorded the previous year. In times of uncertainty, liquidity is reassuring, but short-term security has a price, strategists&nbsp;at&nbsp;<b>AllianceBernstein Holding L.P.</b>AB 0.07%remind. With interest rates at historic lows and negative rates prevailing in many developed markets, liquidity pays almost nothing. On the contrary, by clearly defining long-term goals, they explain, investors can safely re-employ unused liquidity,&nbsp;despite uncertainty about the path to recovery.</p><p><blockquote>支出下降以及对估值和金融市场波动的担忧促使流动性达到创纪录水平。2月底，意大利居民客户存款达17460亿美元，比上年同期增长10%。策略师表示，在不确定时期，流动性令人放心，但短期安全是有代价的<b>联博控股有限责任公司。</b>AB 0.07%提醒。由于利率处于历史低位，许多发达市场普遍存在负利率，流动性几乎没有回报。相反，他们解释说，通过明确定义长期目标，投资者可以安全地重新利用未使用的流动性，尽管复苏之路存在不确定性。</blockquote></p><p> <b>High Valuations Do Not Always Prelude Disaster:</b>&nbsp;For many investors, the high valuations reached by financial markets represent&nbsp;an obstacle to investing liquidity. In particular, the U.S. stock exchanges have marked new historical highs. However, AllianceBernstein's analysis reveals that equity investments have provided solid returns over time, even to investors who entered the market when the shares appeared overvalued. Starting from 1950, investing equal amounts in U.S. shares each time the market reached a new peak would have resulted in an average annual return of 9.6% — 1.9% less than it could have been obtained by investing at each bear market bottom.</p><p><blockquote><b>高估值并不总是灾难的前奏：</b>对于许多投资者来说，金融市场达到的高估值是投资流动性的障碍。特别是美国证券交易所创下历史新高。然而，联博的分析显示，随着时间的推移，股权投资提供了稳健的回报，即使是对在股票估值过高时进入市场的投资者也是如此。从1950年开始，在每次市场达到新的峰值时投资等量的美国股票，平均年回报率将比在每次熊市底部投资时获得的回报率低9.6%-1.9%。</blockquote></p><p> <b>Three Questions To Find Appropriate Investments:</b>&nbsp;Investors should consider a broad array of active options suited to their individual needs, risk appetites and personal views about markets. In order to identify the right investment options, AllianceBernstein suggests asking oneself firstly, whether the investment horizon is shorter-term or longer-term, secondly, whether investments must be liquid and accessible or if one is able to tolerate illiquidity, and thirdly, whether one prefers consensus opportunities or is comfortable investing in unpopular, out-of-favour, assets that may offer better valuations.</p><p><blockquote><b>寻找合适投资的三个问题：</b>投资者应考虑适合其个人需求、风险偏好和个人对市场的看法的广泛主动选择。为了确定正确的投资选择，联博建议首先问自己，投资期限是短期还是长期，其次，投资是否必须具有流动性和可获得性，或者是否能够容忍流动性不足，第三，一个人是否更喜欢共识机会，或者是否愿意投资于可能提供更好估值的不受欢迎、不受欢迎的资产。</blockquote></p><p> <b>Choosing Between Consensus And Contrarian:</b>&nbsp;Investing in growth stocks, for example, was especially successful — and popular — in 2020, but this part of the market poses the most acute valuation concerns. In fact, high-yield fixed income offers access to an asset class that tends to be uncorrelated with equities and offers better downside risk reduction, as well as higher return potential than the broader bond market. On the other hand, for those willing to swim against the tide, underperforming value stocks which have been traded at a discount compared to growth stocks could trigger a more marked rebound if the economic recovery accelerates. Even non-US stocks and small-caps often offer more attractive valuations than US peers. Investors with longer-term time frames might want to explore illiquid options such as private equity portfolios and hedge funds, or they could include contrarian options such as securitized assets and private credit.</p><p><blockquote><b>在共识和逆势之间做出选择：</b>例如，投资成长型股票在2020年尤其成功且受欢迎，但这部分市场带来了最严重的估值担忧。事实上，高收益固定收益提供了一种往往与股票不相关的资产类别，可以更好地降低下行风险，以及比更广泛的债券市场更高的回报潜力。另一方面，对于那些愿意逆水行舟的人来说，如果经济复苏加速，表现不佳、交易价格低于成长型股票的价值股可能会引发更明显的反弹。即使是非美国股票和小盘股的估值也往往比美国同行更具吸引力。时间框架较长的投资者可能希望探索非流动性选择，如私募股权投资组合和对冲基金，或者他们可以包括反向选择，如证券化资产和私人信贷。</blockquote></p><p> <b>It Is Impossible To Forecast Market Reversals, Better Stay Invested:</b>AllianceBernstein experts' conclusion is that, over time, most asset classes are likely to do better than cash, especially at today’s rates. And since it’s nearly impossible to time market inflection points, it’s better to be invested in the market rather than not — even in today’s fluid conditions. With risk-aware, active, investing approaches, investors can redeploy cash with conviction to selectively capture diverse sources of return potential, even as concerns about the future remain unresolved.</p><p><blockquote><b>预测市场逆转是不可能的，最好保持投资：</b>联博专家的结论是，随着时间的推移，大多数资产类别的表现可能会比现金更好，尤其是在今天的利率下。由于几乎不可能把握市场拐点的时机，因此投资市场总比不投资好——即使在当今动荡的环境下也是如此。有了风险意识、积极的投资方法，投资者可以满怀信心地重新部署现金，有选择地捕捉不同的回报潜力来源，即使对未来的担忧仍未解决。</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>How To Invest Cash When Markets Are Volatile<blockquote>市场波动时如何投资现金</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\">\nHow To Invest Cash When Markets Are Volatile<blockquote>市场波动时如何投资现金</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-03-29 18:00</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><i>According to AllianceBernstein, the opportunity cost of sticking to liquidity is rather high: over time, most of the asset classes are expected to do better</i></p><p><blockquote><i>AllianceBernstein表示，坚持流动性的机会成本相当高：随着时间的推移，大多数资产类别有望表现更好</i></blockquote></p><p> Lower expenses and fears about valuations and financial markets' volatility have prompted liquidity to record levels. At the end of February, in Italy, resident customer deposits amounted to 1,746 billion, 10% more than the figure recorded the previous year. In times of uncertainty, liquidity is reassuring, but short-term security has a price, strategists&nbsp;at&nbsp;<b>AllianceBernstein Holding L.P.</b>AB 0.07%remind. With interest rates at historic lows and negative rates prevailing in many developed markets, liquidity pays almost nothing. On the contrary, by clearly defining long-term goals, they explain, investors can safely re-employ unused liquidity,&nbsp;despite uncertainty about the path to recovery.</p><p><blockquote>支出下降以及对估值和金融市场波动的担忧促使流动性达到创纪录水平。2月底，意大利居民客户存款达17460亿美元，比上年同期增长10%。策略师表示，在不确定时期，流动性令人放心，但短期安全是有代价的<b>联博控股有限责任公司。</b>AB 0.07%提醒。由于利率处于历史低位，许多发达市场普遍存在负利率，流动性几乎没有回报。相反，他们解释说，通过明确定义长期目标，投资者可以安全地重新利用未使用的流动性，尽管复苏之路存在不确定性。</blockquote></p><p> <b>High Valuations Do Not Always Prelude Disaster:</b>&nbsp;For many investors, the high valuations reached by financial markets represent&nbsp;an obstacle to investing liquidity. In particular, the U.S. stock exchanges have marked new historical highs. However, AllianceBernstein's analysis reveals that equity investments have provided solid returns over time, even to investors who entered the market when the shares appeared overvalued. Starting from 1950, investing equal amounts in U.S. shares each time the market reached a new peak would have resulted in an average annual return of 9.6% — 1.9% less than it could have been obtained by investing at each bear market bottom.</p><p><blockquote><b>高估值并不总是灾难的前奏：</b>对于许多投资者来说，金融市场达到的高估值是投资流动性的障碍。特别是美国证券交易所创下历史新高。然而，联博的分析显示，随着时间的推移，股权投资提供了稳健的回报，即使是对在股票估值过高时进入市场的投资者也是如此。从1950年开始，在每次市场达到新的峰值时投资等量的美国股票，平均年回报率将比在每次熊市底部投资时获得的回报率低9.6%-1.9%。</blockquote></p><p> <b>Three Questions To Find Appropriate Investments:</b>&nbsp;Investors should consider a broad array of active options suited to their individual needs, risk appetites and personal views about markets. In order to identify the right investment options, AllianceBernstein suggests asking oneself firstly, whether the investment horizon is shorter-term or longer-term, secondly, whether investments must be liquid and accessible or if one is able to tolerate illiquidity, and thirdly, whether one prefers consensus opportunities or is comfortable investing in unpopular, out-of-favour, assets that may offer better valuations.</p><p><blockquote><b>寻找合适投资的三个问题：</b>投资者应考虑适合其个人需求、风险偏好和个人对市场的看法的广泛主动选择。为了确定正确的投资选择，联博建议首先问自己，投资期限是短期还是长期，其次，投资是否必须具有流动性和可获得性，或者是否能够容忍流动性不足，第三，一个人是否更喜欢共识机会，或者是否愿意投资于可能提供更好估值的不受欢迎、不受欢迎的资产。</blockquote></p><p> <b>Choosing Between Consensus And Contrarian:</b>&nbsp;Investing in growth stocks, for example, was especially successful — and popular — in 2020, but this part of the market poses the most acute valuation concerns. In fact, high-yield fixed income offers access to an asset class that tends to be uncorrelated with equities and offers better downside risk reduction, as well as higher return potential than the broader bond market. On the other hand, for those willing to swim against the tide, underperforming value stocks which have been traded at a discount compared to growth stocks could trigger a more marked rebound if the economic recovery accelerates. Even non-US stocks and small-caps often offer more attractive valuations than US peers. Investors with longer-term time frames might want to explore illiquid options such as private equity portfolios and hedge funds, or they could include contrarian options such as securitized assets and private credit.</p><p><blockquote><b>在共识和逆势之间做出选择：</b>例如，投资成长型股票在2020年尤其成功且受欢迎，但这部分市场带来了最严重的估值担忧。事实上，高收益固定收益提供了一种往往与股票不相关的资产类别，可以更好地降低下行风险，以及比更广泛的债券市场更高的回报潜力。另一方面，对于那些愿意逆水行舟的人来说，如果经济复苏加速，表现不佳、交易价格低于成长型股票的价值股可能会引发更明显的反弹。即使是非美国股票和小盘股的估值也往往比美国同行更具吸引力。时间框架较长的投资者可能希望探索非流动性选择，如私募股权投资组合和对冲基金，或者他们可以包括反向选择，如证券化资产和私人信贷。</blockquote></p><p> <b>It Is Impossible To Forecast Market Reversals, Better Stay Invested:</b>AllianceBernstein experts' conclusion is that, over time, most asset classes are likely to do better than cash, especially at today’s rates. And since it’s nearly impossible to time market inflection points, it’s better to be invested in the market rather than not — even in today’s fluid conditions. With risk-aware, active, investing approaches, investors can redeploy cash with conviction to selectively capture diverse sources of return potential, even as concerns about the future remain unresolved.</p><p><blockquote><b>预测市场逆转是不可能的，最好保持投资：</b>联博专家的结论是，随着时间的推移，大多数资产类别的表现可能会比现金更好，尤其是在今天的利率下。由于几乎不可能把握市场拐点的时机，因此投资市场总比不投资好——即使在当今动荡的环境下也是如此。有了风险意识、积极的投资方法，投资者可以满怀信心地重新部署现金，有选择地捕捉不同的回报潜力来源，即使对未来的担忧仍未解决。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113507285","content_text":"According to AllianceBernstein, the opportunity cost of sticking to liquidity is rather high: over time, most of the asset classes are expected to do better\nLower expenses and fears about valuations and financial markets' volatility have prompted liquidity to record levels. At the end of February, in Italy, resident customer deposits amounted to 1,746 billion, 10% more than the figure recorded the previous year. In times of uncertainty, liquidity is reassuring, but short-term security has a price, strategists at AllianceBernstein Holding L.P.AB 0.07%remind. With interest rates at historic lows and negative rates prevailing in many developed markets, liquidity pays almost nothing. On the contrary, by clearly defining long-term goals, they explain, investors can safely re-employ unused liquidity, despite uncertainty about the path to recovery.\nHigh Valuations Do Not Always Prelude Disaster: For many investors, the high valuations reached by financial markets represent an obstacle to investing liquidity. In particular, the U.S. stock exchanges have marked new historical highs. However, AllianceBernstein's analysis reveals that equity investments have provided solid returns over time, even to investors who entered the market when the shares appeared overvalued. Starting from 1950, investing equal amounts in U.S. shares each time the market reached a new peak would have resulted in an average annual return of 9.6% — 1.9% less than it could have been obtained by investing at each bear market bottom.\nThree Questions To Find Appropriate Investments: Investors should consider a broad array of active options suited to their individual needs, risk appetites and personal views about markets. In order to identify the right investment options, AllianceBernstein suggests asking oneself firstly, whether the investment horizon is shorter-term or longer-term, secondly, whether investments must be liquid and accessible or if one is able to tolerate illiquidity, and thirdly, whether one prefers consensus opportunities or is comfortable investing in unpopular, out-of-favour, assets that may offer better valuations.\nChoosing Between Consensus And Contrarian: Investing in growth stocks, for example, was especially successful — and popular — in 2020, but this part of the market poses the most acute valuation concerns. In fact, high-yield fixed income offers access to an asset class that tends to be uncorrelated with equities and offers better downside risk reduction, as well as higher return potential than the broader bond market. On the other hand, for those willing to swim against the tide, underperforming value stocks which have been traded at a discount compared to growth stocks could trigger a more marked rebound if the economic recovery accelerates. Even non-US stocks and small-caps often offer more attractive valuations than US peers. Investors with longer-term time frames might want to explore illiquid options such as private equity portfolios and hedge funds, or they could include contrarian options such as securitized assets and private credit.\nIt Is Impossible To Forecast Market Reversals, Better Stay Invested:AllianceBernstein experts' conclusion is that, over time, most asset classes are likely to do better than cash, especially at today’s rates. And since it’s nearly impossible to time market inflection points, it’s better to be invested in the market rather than not — even in today’s fluid conditions. 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