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jason1988
2021-09-01
Like please
Nio shares fell more than 3% in premarket trading<blockquote>蔚来股价在盘前交易中下跌超过 3%</blockquote>
jason1988
2021-08-31
Why why why
jason1988
2021-08-25
$NIO Inc.(NIO)$
i hold the line!
jason1988
2021-08-16
$Pfizer(PFE)$
good
jason1988
2021-08-15
Good
If you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart money<blockquote>如果您对股市创下历史新高感到紧张,请考虑这五家深受精明资金喜爱的公司</blockquote>
jason1988
2021-08-13
$Tesla Motors(TSLA)$
go up go up go up!
jason1988
2021-08-13
Time to go in?
jason1988
2021-08-05
$Robinhood Markets, Inc.(HOOD)$
rise please
jason1988
2021-08-01
$Apple(AAPL)$
fav stock of 2021
jason1988
2021-07-31
$Apple(AAPL)$
hope it fly soon!
jason1988
2021-07-30
Super good news!
The $1.2 Trillion Infrastructure Bill Could Lift These Stocks<blockquote>1.2 万亿美元的基础设施法案可能会提振这些股票</blockquote>
jason1988
2021-07-30
$BlackBerry(BB)$
will it grow?
jason1988
2021-07-26
Like pls. Thanks
抱歉,原内容已删除
jason1988
2021-07-24
Rocket 🚀🚀🚀
Tesla Earnings Are Coming. Here’s the One Number That Matters.<blockquote>特斯拉的收益即将到来。这是一个重要的数字。</blockquote>
jason1988
2021-07-08
Blood all over!
jason1988
2021-07-07
Grow grow!!
jason1988
2021-07-06
$NIO Inc.(NIO)$
rise and rise
jason1988
2021-07-06
Good stock
jason1988
2021-07-02
Shall we hold together!
抱歉,原内容已删除
jason1988
2021-07-01
$NIO Inc.(NIO)$
grow and grow!
去老虎APP查看更多动态
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repr","content":"<p>Nio shares fell more than 3% in premarket trading.</p><p><blockquote>蔚来股价在盘前交易中下跌超过3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad3301f3aa8ef1b7317bcb49d24c38de\" tg-width=\"898\" tg-height=\"627\" width=\"100%\" height=\"auto\">NIO delivered 5,880 vehicles in August 2021, representing a 48.3% year-over-year growth. While the Company’s new order reached an all-time high in August driven by the increasing demand, the vehicle production, especially the manufacturing of the ES6 and EC6, was materially disrupted by supply chain constraints resulting from the COVID-19 pandemic in certain areas in China and Malaysia. The deliveries consisted of 1,738 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 2,342 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 1,800 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of August 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 131,408 vehicles.</p><p><blockquote>2021年8月,蔚来交付了5,880辆汽车,同比增长48.3%。虽然在需求不断增长的推动下,该公司的新订单在 8 月份创下历史新高,但由于 COVID-19 大流行在中国和马来西亚某些地区造成的供应链限制,汽车生产,尤其是 ES6 和 EC6 的生产受到了严重干扰。交付的车辆包括 1738 辆 ES8(该公司的六座或七座旗舰高端智能电动 SUV)、2342 辆 ES6(该公司的五座高性能高端智能电动 SUV)和 1800 辆 EC6(该公司的五座高端智能电动轿跑车 SUV)。截至2021年8月31日,ES8、ES6和EC6的累计交付量达到131,408辆。</blockquote></p><p> In light of the continued uncertainty and volatility of semiconductor supply, the Company prudently adjusts the vehicle production and expects to deliver approximately 22,500 to 23,500 vehicles in the third quarter of 2021, revised from the previous outlook of 23,000 to 25,000 vehicles.</p><p><blockquote>鉴于半导体供应的持续不确定性和波动性,本公司谨慎调整整车产量,预计2021年第三季度交付约22,500辆至23,500辆汽车,较之前的23,000辆至25,000辆的展望有所修正。</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>Nio shares fell more than 3% in premarket trading<blockquote>蔚来股价在盘前交易中下跌超过 3%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio shares fell more than 3% in premarket trading<blockquote>蔚来股价在盘前交易中下跌超过 3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-01 17:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nio shares fell more than 3% in premarket trading.</p><p><blockquote>蔚来股价在盘前交易中下跌超过3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad3301f3aa8ef1b7317bcb49d24c38de\" tg-width=\"898\" tg-height=\"627\" width=\"100%\" height=\"auto\">NIO delivered 5,880 vehicles in August 2021, representing a 48.3% year-over-year growth. While the Company’s new order reached an all-time high in August driven by the increasing demand, the vehicle production, especially the manufacturing of the ES6 and EC6, was materially disrupted by supply chain constraints resulting from the COVID-19 pandemic in certain areas in China and Malaysia. The deliveries consisted of 1,738 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 2,342 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 1,800 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of August 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 131,408 vehicles.</p><p><blockquote>2021年8月,蔚来交付了5,880辆汽车,同比增长48.3%。虽然在需求不断增长的推动下,该公司的新订单在 8 月份创下历史新高,但由于 COVID-19 大流行在中国和马来西亚某些地区造成的供应链限制,汽车生产,尤其是 ES6 和 EC6 的生产受到了严重干扰。交付的车辆包括 1738 辆 ES8(该公司的六座或七座旗舰高端智能电动 SUV)、2342 辆 ES6(该公司的五座高性能高端智能电动 SUV)和 1800 辆 EC6(该公司的五座高端智能电动轿跑车 SUV)。截至2021年8月31日,ES8、ES6和EC6的累计交付量达到131,408辆。</blockquote></p><p> In light of the continued uncertainty and volatility of semiconductor supply, the Company prudently adjusts the vehicle production and expects to deliver approximately 22,500 to 23,500 vehicles in the third quarter of 2021, revised from the previous outlook of 23,000 to 25,000 vehicles.</p><p><blockquote>鉴于半导体供应的持续不确定性和波动性,本公司谨慎调整整车产量,预计2021年第三季度交付约22,500辆至23,500辆汽车,较之前的23,000辆至25,000辆的展望有所修正。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156393470","content_text":"Nio shares fell more than 3% in premarket trading.\nNIO delivered 5,880 vehicles in August 2021, representing a 48.3% year-over-year growth. While the Company’s new order reached an all-time high in August driven by the increasing demand, the vehicle production, especially the manufacturing of the ES6 and EC6, was materially disrupted by supply chain constraints resulting from the COVID-19 pandemic in certain areas in China and Malaysia. The deliveries consisted of 1,738 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 2,342 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 1,800 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of August 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 131,408 vehicles.\nIn light of the continued uncertainty and volatility of semiconductor supply, the Company prudently adjusts the vehicle production and expects to deliver approximately 22,500 to 23,500 vehicles in the third quarter of 2021, revised from the previous outlook of 23,000 to 25,000 vehicles.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818580665,"gmtCreate":1630419248557,"gmtModify":1631890391718,"author":{"id":"3568952919901762","authorId":"3568952919901762","name":"jason1988","avatar":"https://static.tigerbbs.com/a5e8650e1903f00d4f0cd84fc3f800a2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568952919901762","idStr":"3568952919901762"},"themes":[],"title":"","htmlText":"Why why why","listText":"Why why why","text":"Why why why","images":[{"img":"https://static.tigerbbs.com/9a5fc9404294f34ca6caebee236d15c6","width":"1440","height":"4746"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818580665","isVote":1,"tweetType":1,"viewCount":2530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":837181244,"gmtCreate":1629864388788,"gmtModify":1631890391721,"author":{"id":"3568952919901762","authorId":"3568952919901762","name":"jason1988","avatar":"https://static.tigerbbs.com/a5e8650e1903f00d4f0cd84fc3f800a2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568952919901762","idStr":"3568952919901762"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>i hold the line!","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>i hold the line!","text":"$NIO Inc.(NIO)$i hold the line!","images":[{"img":"https://static.tigerbbs.com/c7e75871abc0fa0905ff1aac0853dc08","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837181244","isVote":1,"tweetType":1,"viewCount":3764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":839911029,"gmtCreate":1629115436061,"gmtModify":1631884086103,"author":{"id":"3568952919901762","authorId":"3568952919901762","name":"jason1988","avatar":"https://static.tigerbbs.com/a5e8650e1903f00d4f0cd84fc3f800a2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568952919901762","idStr":"3568952919901762"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>good","listText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>good","text":"$Pfizer(PFE)$good","images":[{"img":"https://static.tigerbbs.com/5fa97db43b5d96d1ab05abe9ab51768d","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839911029","isVote":1,"tweetType":1,"viewCount":2366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":830086277,"gmtCreate":1628993647299,"gmtModify":1631890391723,"author":{"id":"3568952919901762","authorId":"3568952919901762","name":"jason1988","avatar":"https://static.tigerbbs.com/a5e8650e1903f00d4f0cd84fc3f800a2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568952919901762","idStr":"3568952919901762"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830086277","repostId":"1173847412","repostType":4,"repost":{"id":"1173847412","kind":"news","pubTimestamp":1628905097,"share":"https://www.laohunote.com/m/news/1173847412?lang=zh_CN&edition=full","pubTime":"2021-08-14 09:38","market":"us","language":"en","title":"If you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart money<blockquote>如果您对股市创下历史新高感到紧张,请考虑这五家深受精明资金喜爱的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173847412","media":"MarketWatch","summary":"Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others. The stock market is near all-time highs, but train-wreck season lies just around the corner.I say hold on, and indeed consider any of the five companies below because they are “smart money” favorites. But first, big picture, here are three reasons to stay the course.The smart money signal: Director Peter Nolan just bought $2 million worth at $80-$82.28 a share. He’s a good insid","content":"<p>Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others</p><p><blockquote>公司内部人士和专业投资者正在购买阿里巴巴-SW、切格和动视暴雪等公司的股票</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a750143fbfb2e7d732bb3dcc80114d61\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><span>(Photo by Chung Sung-Jun/Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(摄影:Chung Sung-Jun/Getty Images)</span></p></blockquote></p><p> The stock market is near all-time highs, but train-wreck season lies just around the corner.</p><p><blockquote>股市接近历史高点,但火车失事季节即将来临。</blockquote></p><p> Should you sell? After all, the S&P 500,Nasdaq and Dow Jones Industrial Average often hit a rough patch in September and October.</p><p><blockquote>你应该卖吗?毕竟,标准普尔 500 指数、纳斯达克指数和道琼斯工业平均指数经常在 9 月和 10 月遭遇艰难时期。</blockquote></p><p> I say hold on, and indeed consider any of the five companies below because they are “smart money” favorites. But first, big picture, here are three reasons to stay the course.</p><p><blockquote>我说坚持住,确实可以考虑以下五家公司中的任何一家,因为它们都是 “聪明资金 ”的最爱。但首先,从大局来看,这里有三个坚持下去的理由。</blockquote></p><p> 1. There’s no guarantee that the seasonal weakness will repeat. Besides, the ability to time market turns is tough.</p><p><blockquote>1. 不能保证季节性疲软会重演。此外,把握市场转折的能力很难。</blockquote></p><p> 2. Fears about the delta variant of Covid are overblown. More people are getting vaccinated, and most of them won’t suffer severe symptoms if infected, say market strategists at T. Rowe Price.</p><p><blockquote>2. 对新冠病毒德尔塔变异毒株的担忧被夸大了。T. Rowe Price 的市场策略师说,越来越多的人接种了疫苗,他们中的大多数人如果被感染也不会出现严重症状。</blockquote></p><p> 3. There’s a lot of embedded demand in the economy and it will sustain growth, says Leuthold Group strategist Jim Paulsen.</p><p><blockquote>3. Leuthold 集团策略师吉姆-保尔森(Jim Paulsen)说,经济中有很多内在需求,它将持续增长。</blockquote></p><p> On the consumer front (most of the economy): Personal savings at a record high, durable goods purchases are near a 50-year low, and new household formation is at a record high. People buy stuff to fill new homes. Next, the economy has plenty of room to grow given the elevated jobless rate and big excess lending capacity at banks.</p><p><blockquote>在消费方面(经济的大部分):个人储蓄创历史新高,耐用品购买量接近50年来的最低点,新家庭形成量创历史新高。人们买东西来填满新家。其次,鉴于失业率上升和银行大量过剩贷款能力,经济有很大的增长空间。</blockquote></p><p> <b>Five smart money stocks</b></p><p><blockquote><b>五只聪明的理财股票</b></blockquote></p><p> At my stock letter Brush Up on Stocks, I favor stocks that corporate insiders like. But not just <i>any</i> insiders. I go for stocks picked up by insiders with <i>great</i> records. Here are two, trading near where insiders just bought.</p><p><blockquote>在我的股票信中,我喜欢企业内部人士喜欢的股票。但不仅仅是<i>任何</i>内部人员。我喜欢内部人士买入的股票<i>伟大的</i>记录。这里有两个,在内部人士刚刚买入的地方附近交易。</blockquote></p><p> <b>Activision Blizzard</b></p><p><blockquote><b>动视暴雪</b></blockquote></p><p> This is the company behind the most popular and addictive online games — like Call of Duty, World of Warcraft, Diablo, Overwatch and Candy Crush.<b>Activision Blizzard</b> makes money via game sales and subscriptions, by selling in-game content and ads. It has around 408 million regular users.</p><p><blockquote>这是最受欢迎和令人上瘾的网络游戏背后的公司——如《使命召唤的看涨期权》、《魔兽世界》、《暗黑破坏神》、《守望先锋》和《糖果粉碎》。<b>动视暴雪</b>通过游戏销售和订阅、销售游戏内内容和广告来赚钱。它拥有大约4.08亿普通用户。</blockquote></p><p> Besides winning over new fans, the company regularly launches new games and expands existing franchises — most recently with World of Warcraft: The Burning Crusade, in June. This addition marks “the start of what is intended to be a very significant 18-month period for content releases,” says the company. Sales grew 19% to $2.30 billion in the second quarter, and operating margins are rich at 42%.</p><p><blockquote>除了赢得新粉丝,该公司还定期推出新游戏并扩展现有的特许经营权——最近一次是在6月份推出的《魔兽世界:燃烧的十字军东征》。该公司表示,这一新增标志着 “为期 18 个月的内容发布期的开始”。第二季度销售额增长 19%,达到 23 亿美元,营业利润率高达 42%。</blockquote></p><p> One risk is that fallout from allegations of sexual misconduct and a related lawsuit by the California Department of Fair Employment and Housing will “make it difficult for the firm to attract and retain top talent in a very competitive industry,” says Morningstar analyst Neil Macker.</p><p><blockquote>晨星公司(Morningstar)分析师尼尔-麦克(Neil Macker)说,一个风险是,性行为不端指控以及加州公平就业和住房部提起的相关诉讼将 “使该公司难以在竞争激烈的行业中吸引和留住顶尖人才”。</blockquote></p><p> <b>The smart money signal</b>: Director Peter Nolan just bought $2 million worth at $80-$82.28 a share. He’s a good insider to follow because he bought $4.3 million in March 2019 at $43 and the stock is now almost a double. Also, in my system of insider analysis, repeat buying on strength (as opposed to profit taking) is bullish. He also bought at $3.70 back in 2004.</p><p><blockquote><b>聪明理财信号</b>导演彼得·诺兰刚刚以每股 80-82.28 美元的价格购买了价值 200 万美元的股票。他是一个值得关注的内部人士,因为他在 2019 年 3 月以 43 美元的价格买入了 430 万美元,现在股价几乎翻了一番。此外,在我的内部分析系统中,重复强势买入(而不是获利了结)是看涨的。他还在2004年以3.70美元的价格买入。</blockquote></p><p> <b>B. Riley Financial</b></p><p><blockquote><b>B. 莱利金融</b></blockquote></p><p> I introduced this name in my stock letter in March 2018 at $20 and reiterated it over a dozen times into strength after that. It now trades for over $65. Despite the hefty gains, I think <b>B. Riley Financia</b> is still a hold, and a buy for anyone who does not own.</p><p><blockquote>我在2018年3月以20美元的价格在我的股票信中介绍了这个名字,并在那之后重申了十几次。它现在的交易价格超过65美元。尽管收益巨大,但我认为<b>B. 莱利金融</b>仍然是持有,对于任何不拥有它的人来说都是买入。</blockquote></p><p> This is a Los Angeles-based investment bank that also manages money and does stock research. It specializes in small- and mid-cap stocks. B. Riley Financial is a good proxy for the overall market and the U.S. economy, given its banking and market-related businesses. This will be a plus, as economic growth holds up. It also continues to expand via acquisitions. Revenue grew 26% in the second quarter to $336.8 million, in part because of an acquisition. It pays a 2.9% dividend yield.</p><p><blockquote>这是一家总部位于洛杉矶的投资银行,也管理资金和进行股票研究。它专注于中小盘股。B. Riley Financial 凭借其银行和市场相关业务,是整体市场和美国经济的良好代表。随着经济增长保持稳定,这将是一个优势。它还通过收购继续扩张。第二季度收入增长 26%,达到 3.368 亿美元,部分原因是收购。它支付2.9%的股息收益率。</blockquote></p><p> <b>The smart money signal</b>: CEO Bryant Riley purchased $3.4 million worth of stock at $63 to $68 in early June and August. He has a long record of buying over $22 million worth of stock in the $8 to $48 range since 2014, including $6.6 million in purchases near the start of this year at $46 to $48.71 (already up over 40%).</p><p><blockquote><b>聪明理财信号</b>: 首席执行官布莱恩特·莱利 (Bryant Riley) 在 6 月初和 8 月初以 63 至 68 美元的价格购买了价值 340 万美元的股票。自2014年以来,他在8美元至48美元范围内购买了价值超过2200万美元的股票,包括今年年初以46美元至48.71美元的价格购买了660万美元(已经上涨了40%以上)。</blockquote></p><p> <b>Alibaba Group</b></p><p><blockquote><b>阿里巴巴-SW集团</b></blockquote></p><p> If you like to buy quality companies whose stocks are beaten down by a host of problems, then Chinese consumer platform <b>Alibaba Group</b> may be for you.</p><p><blockquote>如果你喜欢购买股票因一系列问题而遭受重创的优质公司,那么中国消费者平台<b>阿里巴巴-SW集团</b>可能是给你的。</blockquote></p><p> Its shares are down 40% since October because of rising U.S.-China tensions, some weakness in its core consumer business, the possible loss of tax breaks in China, and allegations of sexual assault inside the company.</p><p><blockquote>由于中美紧张局势加剧、核心消费业务疲软、中国可能失去税收减免以及公司内部性侵犯指控,该公司股价自 10 月份以来已下跌 40%。</blockquote></p><p></p><p> These are serious issues, but this is also a company with serious potential. Over one billion consumers use its marketplaces, including 891 million in China and 240 million abroad. Organic sales growth is 32%. It’s in the early stages of rolling out its AliCloud cloud computing business, which could be the next big growth driver.</p><p><blockquote>这些都是严重的问题,但这也是一家具有巨大潜力的公司。超过10亿消费者使用其市场,其中8.91亿在中国,2.4亿在国外。有机销售额增长32%。该公司正处于推出 AliCloud 云计算业务的早期阶段,这可能是下一个重要的增长动力。</blockquote></p><p> <b>The smart money signal</b>: This company is singled out by Albert Meyer of Bastiat Capital, which has posted 22% annualized growth over the past five years compared to 17.7% for the S&P 500.</p><p><blockquote><b>聪明理财信号</b>Bastiat Capital 的 Albert Meyer 特别指出了这家公司,该公司在过去五年中的年化增长率为 22%,而标普500的年化增长率为 17.7%。</blockquote></p><p> <b>An attractive spinoff</b></p><p><blockquote><b>有吸引力的衍生产品</b></blockquote></p><p> One tactic that works fairly consistently in investing is buying spinoffs. Companies don’t like to burn shareholders, so they tend to do spinoffs at a discount, as a kind of “gift.” Money managers who get spun-off shares often dump them anyway, because the new company does not fit their mandate.</p><p><blockquote>投资中相当一致的一种策略是购买衍生产品。公司不喜欢烧伤股东,所以他们倾向于以折扣价进行分拆,作为一种 “礼物”。获得分拆股票的基金经理无论如何都会抛售它们,因为新公司不符合他们的职责。</blockquote></p><p> A good spinoff to consider right now is <b>Organon</b>,a mid-size pharma company. It was jettisoned from Merck in May. Organon just bounced 12% on Aug. 12 after it posted a solid quarter, but it still trades below the spinoff price of around $38. At this level, the stock looks attractively cheap, trading near five times 2021 earnings.</p><p><blockquote>现在可以考虑的一个好的衍生产品是<b>器官</b>一家中型制药公司。它于 5 月份被默克抛弃。 Organon 在公布了稳健的季度业绩后,于 8 月 12 日刚刚反弹 12%,但其交易价格仍低于 38 美元左右的分拆价格。在这个水平上,该股看起来很便宜,交易价格接近 2021 年市盈率的五倍。</blockquote></p><p> Of course, Organon is cheap because it has issues. The chief one is the looming patent cliff on many of its products. Its Nexplanon birth control rolls off patent during 2025-2027, and that’s 11% of sales.</p><p><blockquote>当然,Organon很便宜,因为它有问题。最主要的一个是其许多产品迫在眉睫的专利悬崖。其 Nexplanon 避孕药将于 2025-2027 年期间获得专利,占销售额的 11%。</blockquote></p><p> But this might not be such a threat. “There is a strong possibility that it can extend its patent to as late as 2030,” says Bruce Kaser, a value investor who is the editor of the Cabot Turnaround Letter. Nexplanon is a rod implanted under the skin, so women may be reluctant to go with a discount version. Another problem: Organon sells into China, where the government is cutting the prices of its products. But the worst of the damage may be over.</p><p><blockquote>但这可能不是这样的威胁。“卡伯特扭亏为盈信的编辑、价值投资者布鲁斯-卡瑟(Bruce Kaser)说:”该公司很有可能将专利延长至 2030 年。Nexplanon是一种植入皮下的棒,所以女性可能不愿意选择打折版本。另一个问题是:Organon销往中国,中国政府正在降低其产品价格。但最严重的损害可能已经过去。</blockquote></p><p> On the upside, Organon plans to regularly launch new products. And the company has $1.3 billion in annual free cash flow supporting a dividend yield of 3.3%.</p><p><blockquote>从好的方面来看,Organon计划定期推出新产品。该公司每年拥有 13 亿美元的自由现金流,支持 3.3% 的股息收益率。</blockquote></p><p> <b>The smart money signal</b>: Organon was recently suggested in the Cabot Turnaround Letter, which has a good record. Its portfolio is up 135.8% in the past 12 months, compared with 36.5% for S&P 500.</p><p><blockquote><b>聪明理财信号</b>: Organon 最近在 Cabot 扭亏为盈的信中被建议,该信中有着良好的记录。过去 12 个月,其投资组合增长了 135.8%,而标普500的投资组合增长了 36.5%。</blockquote></p><p> <b>An education play</b></p><p><blockquote><b>教育剧</b></blockquote></p><p> If universities have allowed their participation in the culture wars to distract them from the core mission of basic education,<b>Chegg</b> is there to pick up the slack.</p><p><blockquote>如果大学允许他们参与文化战争来分散他们对基础教育核心使命的注意力,<b>切格</b>是来收拾残局的。</blockquote></p><p> This online education company helps college and high school students master their math and writing skills. The company also helps students save on expensive text books by offering rentals and e-textbook versions.</p><p><blockquote>这家在线教育公司帮助大学生和高中生掌握数学和写作技能。该公司还通过提供租赁和电子教科书版本来帮助学生节省昂贵的教科书费用。</blockquote></p><p> While online education has a black eye, Chegg is the exception. Last year student subscriptions jumped 67% to 6.6 million from a year earlier. Sales grew 30% in the quarter, and the company guided to 28% sales growth for this year, to $805 million to $815 million.</p><p><blockquote>虽然在线教育有黑眼圈,但切格是个例外。去年,学生订阅量比上年同期增长了 67%,达到 660 万。本季度销售额增长了 30%,该公司预计今年销售额增长 28%,达到 8.05 亿至 8.15 亿美元。</blockquote></p><p> “Online learning had a bad reputation for overcharging, while success rates were minimal,” says money manager Kevin Landis. “But Chegg is different.”</p><p><blockquote>“资金经理凯文-兰迪斯(Kevin Landis)说:”在线学习因收费过高而名声不佳,而成功率却很低。“但切格不同。”</blockquote></p><p> He likes the robust growth in the U.S. and the big potential for international growth, particularly in Asia.</p><p><blockquote>他喜欢美国的强劲增长以及国际增长的巨大潜力,尤其是在亚洲。</blockquote></p><p> <b>The smart money signal</b>: Landis’ Firsthand Technology Opportunities beats its Morningstar technology fund category by eight percentage points annualized over the past five years. Chegg is the second-largest position, at 8% of the portfolio. Chegg is the sixth-biggest holding of the Alger Weatherbie Specialized Growth Fund,which beats its mid-cap growth category by 5.7 percentage points annualized over the past five years.</p><p><blockquote><b>聪明理财信号</b>: 在过去五年中,兰迪斯的第一手技术机会比晨星技术基金类别高出 8 个百分点。Chegg 是第二大头寸,占投资组合的 8%。Chegg 是 Alger Weatherbie Specialized Growth Fund 的第六大持股, 该基金在过去五年中年化比中型增长类别高出 5.7 个百分点。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart money<blockquote>如果您对股市创下历史新高感到紧张,请考虑这五家深受精明资金喜爱的公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart money<blockquote>如果您对股市创下历史新高感到紧张,请考虑这五家深受精明资金喜爱的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-14 09:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others</p><p><blockquote>公司内部人士和专业投资者正在购买阿里巴巴-SW、切格和动视暴雪等公司的股票</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a750143fbfb2e7d732bb3dcc80114d61\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><span>(Photo by Chung Sung-Jun/Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(摄影:Chung Sung-Jun/Getty Images)</span></p></blockquote></p><p> The stock market is near all-time highs, but train-wreck season lies just around the corner.</p><p><blockquote>股市接近历史高点,但火车失事季节即将来临。</blockquote></p><p> Should you sell? After all, the S&P 500,Nasdaq and Dow Jones Industrial Average often hit a rough patch in September and October.</p><p><blockquote>你应该卖吗?毕竟,标准普尔 500 指数、纳斯达克指数和道琼斯工业平均指数经常在 9 月和 10 月遭遇艰难时期。</blockquote></p><p> I say hold on, and indeed consider any of the five companies below because they are “smart money” favorites. But first, big picture, here are three reasons to stay the course.</p><p><blockquote>我说坚持住,确实可以考虑以下五家公司中的任何一家,因为它们都是 “聪明资金 ”的最爱。但首先,从大局来看,这里有三个坚持下去的理由。</blockquote></p><p> 1. There’s no guarantee that the seasonal weakness will repeat. Besides, the ability to time market turns is tough.</p><p><blockquote>1. 不能保证季节性疲软会重演。此外,把握市场转折的能力很难。</blockquote></p><p> 2. Fears about the delta variant of Covid are overblown. More people are getting vaccinated, and most of them won’t suffer severe symptoms if infected, say market strategists at T. Rowe Price.</p><p><blockquote>2. 对新冠病毒德尔塔变异毒株的担忧被夸大了。T. Rowe Price 的市场策略师说,越来越多的人接种了疫苗,他们中的大多数人如果被感染也不会出现严重症状。</blockquote></p><p> 3. There’s a lot of embedded demand in the economy and it will sustain growth, says Leuthold Group strategist Jim Paulsen.</p><p><blockquote>3. Leuthold 集团策略师吉姆-保尔森(Jim Paulsen)说,经济中有很多内在需求,它将持续增长。</blockquote></p><p> On the consumer front (most of the economy): Personal savings at a record high, durable goods purchases are near a 50-year low, and new household formation is at a record high. People buy stuff to fill new homes. Next, the economy has plenty of room to grow given the elevated jobless rate and big excess lending capacity at banks.</p><p><blockquote>在消费方面(经济的大部分):个人储蓄创历史新高,耐用品购买量接近50年来的最低点,新家庭形成量创历史新高。人们买东西来填满新家。其次,鉴于失业率上升和银行大量过剩贷款能力,经济有很大的增长空间。</blockquote></p><p> <b>Five smart money stocks</b></p><p><blockquote><b>五只聪明的理财股票</b></blockquote></p><p> At my stock letter Brush Up on Stocks, I favor stocks that corporate insiders like. But not just <i>any</i> insiders. I go for stocks picked up by insiders with <i>great</i> records. Here are two, trading near where insiders just bought.</p><p><blockquote>在我的股票信中,我喜欢企业内部人士喜欢的股票。但不仅仅是<i>任何</i>内部人员。我喜欢内部人士买入的股票<i>伟大的</i>记录。这里有两个,在内部人士刚刚买入的地方附近交易。</blockquote></p><p> <b>Activision Blizzard</b></p><p><blockquote><b>动视暴雪</b></blockquote></p><p> This is the company behind the most popular and addictive online games — like Call of Duty, World of Warcraft, Diablo, Overwatch and Candy Crush.<b>Activision Blizzard</b> makes money via game sales and subscriptions, by selling in-game content and ads. It has around 408 million regular users.</p><p><blockquote>这是最受欢迎和令人上瘾的网络游戏背后的公司——如《使命召唤的看涨期权》、《魔兽世界》、《暗黑破坏神》、《守望先锋》和《糖果粉碎》。<b>动视暴雪</b>通过游戏销售和订阅、销售游戏内内容和广告来赚钱。它拥有大约4.08亿普通用户。</blockquote></p><p> Besides winning over new fans, the company regularly launches new games and expands existing franchises — most recently with World of Warcraft: The Burning Crusade, in June. This addition marks “the start of what is intended to be a very significant 18-month period for content releases,” says the company. Sales grew 19% to $2.30 billion in the second quarter, and operating margins are rich at 42%.</p><p><blockquote>除了赢得新粉丝,该公司还定期推出新游戏并扩展现有的特许经营权——最近一次是在6月份推出的《魔兽世界:燃烧的十字军东征》。该公司表示,这一新增标志着 “为期 18 个月的内容发布期的开始”。第二季度销售额增长 19%,达到 23 亿美元,营业利润率高达 42%。</blockquote></p><p> One risk is that fallout from allegations of sexual misconduct and a related lawsuit by the California Department of Fair Employment and Housing will “make it difficult for the firm to attract and retain top talent in a very competitive industry,” says Morningstar analyst Neil Macker.</p><p><blockquote>晨星公司(Morningstar)分析师尼尔-麦克(Neil Macker)说,一个风险是,性行为不端指控以及加州公平就业和住房部提起的相关诉讼将 “使该公司难以在竞争激烈的行业中吸引和留住顶尖人才”。</blockquote></p><p> <b>The smart money signal</b>: Director Peter Nolan just bought $2 million worth at $80-$82.28 a share. He’s a good insider to follow because he bought $4.3 million in March 2019 at $43 and the stock is now almost a double. Also, in my system of insider analysis, repeat buying on strength (as opposed to profit taking) is bullish. He also bought at $3.70 back in 2004.</p><p><blockquote><b>聪明理财信号</b>导演彼得·诺兰刚刚以每股 80-82.28 美元的价格购买了价值 200 万美元的股票。他是一个值得关注的内部人士,因为他在 2019 年 3 月以 43 美元的价格买入了 430 万美元,现在股价几乎翻了一番。此外,在我的内部分析系统中,重复强势买入(而不是获利了结)是看涨的。他还在2004年以3.70美元的价格买入。</blockquote></p><p> <b>B. Riley Financial</b></p><p><blockquote><b>B. 莱利金融</b></blockquote></p><p> I introduced this name in my stock letter in March 2018 at $20 and reiterated it over a dozen times into strength after that. It now trades for over $65. Despite the hefty gains, I think <b>B. Riley Financia</b> is still a hold, and a buy for anyone who does not own.</p><p><blockquote>我在2018年3月以20美元的价格在我的股票信中介绍了这个名字,并在那之后重申了十几次。它现在的交易价格超过65美元。尽管收益巨大,但我认为<b>B. 莱利金融</b>仍然是持有,对于任何不拥有它的人来说都是买入。</blockquote></p><p> This is a Los Angeles-based investment bank that also manages money and does stock research. It specializes in small- and mid-cap stocks. B. Riley Financial is a good proxy for the overall market and the U.S. economy, given its banking and market-related businesses. This will be a plus, as economic growth holds up. It also continues to expand via acquisitions. Revenue grew 26% in the second quarter to $336.8 million, in part because of an acquisition. It pays a 2.9% dividend yield.</p><p><blockquote>这是一家总部位于洛杉矶的投资银行,也管理资金和进行股票研究。它专注于中小盘股。B. Riley Financial 凭借其银行和市场相关业务,是整体市场和美国经济的良好代表。随着经济增长保持稳定,这将是一个优势。它还通过收购继续扩张。第二季度收入增长 26%,达到 3.368 亿美元,部分原因是收购。它支付2.9%的股息收益率。</blockquote></p><p> <b>The smart money signal</b>: CEO Bryant Riley purchased $3.4 million worth of stock at $63 to $68 in early June and August. He has a long record of buying over $22 million worth of stock in the $8 to $48 range since 2014, including $6.6 million in purchases near the start of this year at $46 to $48.71 (already up over 40%).</p><p><blockquote><b>聪明理财信号</b>: 首席执行官布莱恩特·莱利 (Bryant Riley) 在 6 月初和 8 月初以 63 至 68 美元的价格购买了价值 340 万美元的股票。自2014年以来,他在8美元至48美元范围内购买了价值超过2200万美元的股票,包括今年年初以46美元至48.71美元的价格购买了660万美元(已经上涨了40%以上)。</blockquote></p><p> <b>Alibaba Group</b></p><p><blockquote><b>阿里巴巴-SW集团</b></blockquote></p><p> If you like to buy quality companies whose stocks are beaten down by a host of problems, then Chinese consumer platform <b>Alibaba Group</b> may be for you.</p><p><blockquote>如果你喜欢购买股票因一系列问题而遭受重创的优质公司,那么中国消费者平台<b>阿里巴巴-SW集团</b>可能是给你的。</blockquote></p><p> Its shares are down 40% since October because of rising U.S.-China tensions, some weakness in its core consumer business, the possible loss of tax breaks in China, and allegations of sexual assault inside the company.</p><p><blockquote>由于中美紧张局势加剧、核心消费业务疲软、中国可能失去税收减免以及公司内部性侵犯指控,该公司股价自 10 月份以来已下跌 40%。</blockquote></p><p></p><p> These are serious issues, but this is also a company with serious potential. Over one billion consumers use its marketplaces, including 891 million in China and 240 million abroad. Organic sales growth is 32%. It’s in the early stages of rolling out its AliCloud cloud computing business, which could be the next big growth driver.</p><p><blockquote>这些都是严重的问题,但这也是一家具有巨大潜力的公司。超过10亿消费者使用其市场,其中8.91亿在中国,2.4亿在国外。有机销售额增长32%。该公司正处于推出 AliCloud 云计算业务的早期阶段,这可能是下一个重要的增长动力。</blockquote></p><p> <b>The smart money signal</b>: This company is singled out by Albert Meyer of Bastiat Capital, which has posted 22% annualized growth over the past five years compared to 17.7% for the S&P 500.</p><p><blockquote><b>聪明理财信号</b>Bastiat Capital 的 Albert Meyer 特别指出了这家公司,该公司在过去五年中的年化增长率为 22%,而标普500的年化增长率为 17.7%。</blockquote></p><p> <b>An attractive spinoff</b></p><p><blockquote><b>有吸引力的衍生产品</b></blockquote></p><p> One tactic that works fairly consistently in investing is buying spinoffs. Companies don’t like to burn shareholders, so they tend to do spinoffs at a discount, as a kind of “gift.” Money managers who get spun-off shares often dump them anyway, because the new company does not fit their mandate.</p><p><blockquote>投资中相当一致的一种策略是购买衍生产品。公司不喜欢烧伤股东,所以他们倾向于以折扣价进行分拆,作为一种 “礼物”。获得分拆股票的基金经理无论如何都会抛售它们,因为新公司不符合他们的职责。</blockquote></p><p> A good spinoff to consider right now is <b>Organon</b>,a mid-size pharma company. It was jettisoned from Merck in May. Organon just bounced 12% on Aug. 12 after it posted a solid quarter, but it still trades below the spinoff price of around $38. At this level, the stock looks attractively cheap, trading near five times 2021 earnings.</p><p><blockquote>现在可以考虑的一个好的衍生产品是<b>器官</b>一家中型制药公司。它于 5 月份被默克抛弃。 Organon 在公布了稳健的季度业绩后,于 8 月 12 日刚刚反弹 12%,但其交易价格仍低于 38 美元左右的分拆价格。在这个水平上,该股看起来很便宜,交易价格接近 2021 年市盈率的五倍。</blockquote></p><p> Of course, Organon is cheap because it has issues. The chief one is the looming patent cliff on many of its products. Its Nexplanon birth control rolls off patent during 2025-2027, and that’s 11% of sales.</p><p><blockquote>当然,Organon很便宜,因为它有问题。最主要的一个是其许多产品迫在眉睫的专利悬崖。其 Nexplanon 避孕药将于 2025-2027 年期间获得专利,占销售额的 11%。</blockquote></p><p> But this might not be such a threat. “There is a strong possibility that it can extend its patent to as late as 2030,” says Bruce Kaser, a value investor who is the editor of the Cabot Turnaround Letter. Nexplanon is a rod implanted under the skin, so women may be reluctant to go with a discount version. Another problem: Organon sells into China, where the government is cutting the prices of its products. But the worst of the damage may be over.</p><p><blockquote>但这可能不是这样的威胁。“卡伯特扭亏为盈信的编辑、价值投资者布鲁斯-卡瑟(Bruce Kaser)说:”该公司很有可能将专利延长至 2030 年。Nexplanon是一种植入皮下的棒,所以女性可能不愿意选择打折版本。另一个问题是:Organon销往中国,中国政府正在降低其产品价格。但最严重的损害可能已经过去。</blockquote></p><p> On the upside, Organon plans to regularly launch new products. And the company has $1.3 billion in annual free cash flow supporting a dividend yield of 3.3%.</p><p><blockquote>从好的方面来看,Organon计划定期推出新产品。该公司每年拥有 13 亿美元的自由现金流,支持 3.3% 的股息收益率。</blockquote></p><p> <b>The smart money signal</b>: Organon was recently suggested in the Cabot Turnaround Letter, which has a good record. Its portfolio is up 135.8% in the past 12 months, compared with 36.5% for S&P 500.</p><p><blockquote><b>聪明理财信号</b>: Organon 最近在 Cabot 扭亏为盈的信中被建议,该信中有着良好的记录。过去 12 个月,其投资组合增长了 135.8%,而标普500的投资组合增长了 36.5%。</blockquote></p><p> <b>An education play</b></p><p><blockquote><b>教育剧</b></blockquote></p><p> If universities have allowed their participation in the culture wars to distract them from the core mission of basic education,<b>Chegg</b> is there to pick up the slack.</p><p><blockquote>如果大学允许他们参与文化战争来分散他们对基础教育核心使命的注意力,<b>切格</b>是来收拾残局的。</blockquote></p><p> This online education company helps college and high school students master their math and writing skills. The company also helps students save on expensive text books by offering rentals and e-textbook versions.</p><p><blockquote>这家在线教育公司帮助大学生和高中生掌握数学和写作技能。该公司还通过提供租赁和电子教科书版本来帮助学生节省昂贵的教科书费用。</blockquote></p><p> While online education has a black eye, Chegg is the exception. Last year student subscriptions jumped 67% to 6.6 million from a year earlier. Sales grew 30% in the quarter, and the company guided to 28% sales growth for this year, to $805 million to $815 million.</p><p><blockquote>虽然在线教育有黑眼圈,但切格是个例外。去年,学生订阅量比上年同期增长了 67%,达到 660 万。本季度销售额增长了 30%,该公司预计今年销售额增长 28%,达到 8.05 亿至 8.15 亿美元。</blockquote></p><p> “Online learning had a bad reputation for overcharging, while success rates were minimal,” says money manager Kevin Landis. “But Chegg is different.”</p><p><blockquote>“资金经理凯文-兰迪斯(Kevin Landis)说:”在线学习因收费过高而名声不佳,而成功率却很低。“但切格不同。”</blockquote></p><p> He likes the robust growth in the U.S. and the big potential for international growth, particularly in Asia.</p><p><blockquote>他喜欢美国的强劲增长以及国际增长的巨大潜力,尤其是在亚洲。</blockquote></p><p> <b>The smart money signal</b>: Landis’ Firsthand Technology Opportunities beats its Morningstar technology fund category by eight percentage points annualized over the past five years. Chegg is the second-largest position, at 8% of the portfolio. Chegg is the sixth-biggest holding of the Alger Weatherbie Specialized Growth Fund,which beats its mid-cap growth category by 5.7 percentage points annualized over the past five years.</p><p><blockquote><b>聪明理财信号</b>: 在过去五年中,兰迪斯的第一手技术机会比晨星技术基金类别高出 8 个百分点。Chegg 是第二大头寸,占投资组合的 8%。Chegg 是 Alger Weatherbie Specialized Growth Fund 的第六大持股, 该基金在过去五年中年化比中型增长类别高出 5.7 个百分点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/if-youre-nervous-about-the-stock-market-at-record-highs-consider-these-five-companies-that-are-loved-by-the-smart-money-11628865442?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","OGN":"Organon & Co","CHGG":"Chegg Inc","RILY":"BRC Group Holdings, Inc."},"source_url":"https://www.marketwatch.com/story/if-youre-nervous-about-the-stock-market-at-record-highs-consider-these-five-companies-that-are-loved-by-the-smart-money-11628865442?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173847412","content_text":"Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others\n(Photo by Chung Sung-Jun/Getty Images)\nThe stock market is near all-time highs, but train-wreck season lies just around the corner.\nShould you sell? After all, the S&P 500,Nasdaq and Dow Jones Industrial Average often hit a rough patch in September and October.\nI say hold on, and indeed consider any of the five companies below because they are “smart money” favorites. But first, big picture, here are three reasons to stay the course.\n1. There’s no guarantee that the seasonal weakness will repeat. Besides, the ability to time market turns is tough.\n2. Fears about the delta variant of Covid are overblown. More people are getting vaccinated, and most of them won’t suffer severe symptoms if infected, say market strategists at T. Rowe Price.\n3. There’s a lot of embedded demand in the economy and it will sustain growth, says Leuthold Group strategist Jim Paulsen.\nOn the consumer front (most of the economy): Personal savings at a record high, durable goods purchases are near a 50-year low, and new household formation is at a record high. People buy stuff to fill new homes. Next, the economy has plenty of room to grow given the elevated jobless rate and big excess lending capacity at banks.\nFive smart money stocks\nAt my stock letter Brush Up on Stocks, I favor stocks that corporate insiders like. But not just any insiders. I go for stocks picked up by insiders with great records. Here are two, trading near where insiders just bought.\nActivision Blizzard\nThis is the company behind the most popular and addictive online games — like Call of Duty, World of Warcraft, Diablo, Overwatch and Candy Crush.Activision Blizzard makes money via game sales and subscriptions, by selling in-game content and ads. It has around 408 million regular users.\nBesides winning over new fans, the company regularly launches new games and expands existing franchises — most recently with World of Warcraft: The Burning Crusade, in June. This addition marks “the start of what is intended to be a very significant 18-month period for content releases,” says the company. Sales grew 19% to $2.30 billion in the second quarter, and operating margins are rich at 42%.\nOne risk is that fallout from allegations of sexual misconduct and a related lawsuit by the California Department of Fair Employment and Housing will “make it difficult for the firm to attract and retain top talent in a very competitive industry,” says Morningstar analyst Neil Macker.\nThe smart money signal: Director Peter Nolan just bought $2 million worth at $80-$82.28 a share. He’s a good insider to follow because he bought $4.3 million in March 2019 at $43 and the stock is now almost a double. Also, in my system of insider analysis, repeat buying on strength (as opposed to profit taking) is bullish. He also bought at $3.70 back in 2004.\nB. Riley Financial\nI introduced this name in my stock letter in March 2018 at $20 and reiterated it over a dozen times into strength after that. It now trades for over $65. Despite the hefty gains, I think B. Riley Financia is still a hold, and a buy for anyone who does not own.\nThis is a Los Angeles-based investment bank that also manages money and does stock research. It specializes in small- and mid-cap stocks. B. Riley Financial is a good proxy for the overall market and the U.S. economy, given its banking and market-related businesses. This will be a plus, as economic growth holds up. It also continues to expand via acquisitions. Revenue grew 26% in the second quarter to $336.8 million, in part because of an acquisition. It pays a 2.9% dividend yield.\nThe smart money signal: CEO Bryant Riley purchased $3.4 million worth of stock at $63 to $68 in early June and August. He has a long record of buying over $22 million worth of stock in the $8 to $48 range since 2014, including $6.6 million in purchases near the start of this year at $46 to $48.71 (already up over 40%).\nAlibaba Group\nIf you like to buy quality companies whose stocks are beaten down by a host of problems, then Chinese consumer platform Alibaba Group may be for you.\nIts shares are down 40% since October because of rising U.S.-China tensions, some weakness in its core consumer business, the possible loss of tax breaks in China, and allegations of sexual assault inside the company.\nThese are serious issues, but this is also a company with serious potential. Over one billion consumers use its marketplaces, including 891 million in China and 240 million abroad. Organic sales growth is 32%. It’s in the early stages of rolling out its AliCloud cloud computing business, which could be the next big growth driver.\nThe smart money signal: This company is singled out by Albert Meyer of Bastiat Capital, which has posted 22% annualized growth over the past five years compared to 17.7% for the S&P 500.\nAn attractive spinoff\nOne tactic that works fairly consistently in investing is buying spinoffs. Companies don’t like to burn shareholders, so they tend to do spinoffs at a discount, as a kind of “gift.” Money managers who get spun-off shares often dump them anyway, because the new company does not fit their mandate.\nA good spinoff to consider right now is Organon,a mid-size pharma company. It was jettisoned from Merck in May. Organon just bounced 12% on Aug. 12 after it posted a solid quarter, but it still trades below the spinoff price of around $38. At this level, the stock looks attractively cheap, trading near five times 2021 earnings.\nOf course, Organon is cheap because it has issues. The chief one is the looming patent cliff on many of its products. Its Nexplanon birth control rolls off patent during 2025-2027, and that’s 11% of sales.\nBut this might not be such a threat. “There is a strong possibility that it can extend its patent to as late as 2030,” says Bruce Kaser, a value investor who is the editor of the Cabot Turnaround Letter. Nexplanon is a rod implanted under the skin, so women may be reluctant to go with a discount version. Another problem: Organon sells into China, where the government is cutting the prices of its products. But the worst of the damage may be over.\nOn the upside, Organon plans to regularly launch new products. And the company has $1.3 billion in annual free cash flow supporting a dividend yield of 3.3%.\nThe smart money signal: Organon was recently suggested in the Cabot Turnaround Letter, which has a good record. Its portfolio is up 135.8% in the past 12 months, compared with 36.5% for S&P 500.\nAn education play\nIf universities have allowed their participation in the culture wars to distract them from the core mission of basic education,Chegg is there to pick up the slack.\nThis online education company helps college and high school students master their math and writing skills. The company also helps students save on expensive text books by offering rentals and e-textbook versions.\nWhile online education has a black eye, Chegg is the exception. Last year student subscriptions jumped 67% to 6.6 million from a year earlier. Sales grew 30% in the quarter, and the company guided to 28% sales growth for this year, to $805 million to $815 million.\n“Online learning had a bad reputation for overcharging, while success rates were minimal,” says money manager Kevin Landis. “But Chegg is different.”\nHe likes the robust growth in the U.S. and the big potential for international growth, particularly in Asia.\nThe smart money signal: Landis’ Firsthand Technology Opportunities beats its Morningstar technology fund category by eight percentage points annualized over the past five years. Chegg is the second-largest position, at 8% of the portfolio. Chegg is the sixth-biggest holding of the Alger Weatherbie Specialized Growth Fund,which beats its mid-cap growth category by 5.7 percentage points annualized over the past five years.","news_type":1,"symbols_score_info":{"CHGG":0.9,"ATVI":0.9,"OGN":0.9,"BABA":0.9,"RILY":0.9}},"isVote":1,"tweetType":1,"viewCount":2910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894501176,"gmtCreate":1628834835595,"gmtModify":1631890391726,"author":{"id":"3568952919901762","authorId":"3568952919901762","name":"jason1988","avatar":"https://static.tigerbbs.com/a5e8650e1903f00d4f0cd84fc3f800a2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568952919901762","idStr":"3568952919901762"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>go up go up go up!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>go up go up go up!","text":"$Tesla Motors(TSLA)$go up go up go up!","images":[{"img":"https://static.tigerbbs.com/c6a04eb40eb281565c8ffbe0ef834b1c","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894501176","isVote":1,"tweetType":1,"viewCount":2466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":894274869,"gmtCreate":1628834453951,"gmtModify":1631885101540,"author":{"id":"3568952919901762","authorId":"3568952919901762","name":"jason1988","avatar":"https://static.tigerbbs.com/a5e8650e1903f00d4f0cd84fc3f800a2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568952919901762","idStr":"3568952919901762"},"themes":[],"title":"","htmlText":"Time to go in?","listText":"Time to go in?","text":"Time to go in?","images":[{"img":"https://static.tigerbbs.com/b958efc3a0a51f352236ec90c8ffa4d3","width":"1440","height":"4716"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894274869","isVote":1,"tweetType":1,"viewCount":2048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":899804465,"gmtCreate":1628172069457,"gmtModify":1631886975298,"author":{"id":"3568952919901762","authorId":"3568952919901762","name":"jason1988","avatar":"https://static.tigerbbs.com/a5e8650e1903f00d4f0cd84fc3f800a2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568952919901762","idStr":"3568952919901762"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HOOD\">$Robinhood Markets, Inc.(HOOD)$</a>rise please","listText":"<a href=\"https://laohu8.com/S/HOOD\">$Robinhood Markets, Inc.(HOOD)$</a>rise please","text":"$Robinhood Markets, Inc.(HOOD)$rise please","images":[{"img":"https://static.tigerbbs.com/dc8c84706f60b693772fa09d1ce7d948","width":"1440","height":"2560"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":74,"commentSize":17,"repostSize":1,"link":"https://laohu8.com/post/899804465","isVote":1,"tweetType":1,"viewCount":5591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805033132,"gmtCreate":1627820092026,"gmtModify":1631890391730,"author":{"id":"3568952919901762","authorId":"3568952919901762","name":"jason1988","avatar":"https://static.tigerbbs.com/a5e8650e1903f00d4f0cd84fc3f800a2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568952919901762","idStr":"3568952919901762"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>fav stock of 2021","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>fav stock of 2021","text":"$Apple(AAPL)$fav stock of 2021","images":[{"img":"https://static.tigerbbs.com/a609bfc2a4449fd130dff40e0550f034","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805033132","isVote":1,"tweetType":1,"viewCount":2295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":802127883,"gmtCreate":1627737744642,"gmtModify":1631890391734,"author":{"id":"3568952919901762","authorId":"3568952919901762","name":"jason1988","avatar":"https://static.tigerbbs.com/a5e8650e1903f00d4f0cd84fc3f800a2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568952919901762","idStr":"3568952919901762"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>hope it fly soon!","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>hope it fly soon!","text":"$Apple(AAPL)$hope it fly soon!","images":[{"img":"https://static.tigerbbs.com/a609bfc2a4449fd130dff40e0550f034","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802127883","isVote":1,"tweetType":1,"viewCount":3806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806897185,"gmtCreate":1627647183147,"gmtModify":1631890391737,"author":{"id":"3568952919901762","authorId":"3568952919901762","name":"jason1988","avatar":"https://static.tigerbbs.com/a5e8650e1903f00d4f0cd84fc3f800a2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568952919901762","idStr":"3568952919901762"},"themes":[],"title":"","htmlText":"Super good news!","listText":"Super good news!","text":"Super good news!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/806897185","repostId":"1196132618","repostType":4,"repost":{"id":"1196132618","kind":"news","pubTimestamp":1627632825,"share":"https://www.laohunote.com/m/news/1196132618?lang=zh_CN&edition=full","pubTime":"2021-07-30 16:13","market":"us","language":"en","title":"The $1.2 Trillion Infrastructure Bill Could Lift These Stocks<blockquote>1.2 万亿美元的基础设施法案可能会提振这些股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196132618","media":"Barrons","summary":"A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has ","content":"<p>A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has voted to begin debating the measure.</p><p><blockquote>随着参议院投票决定开始辩论该措施,1.2万亿美元的基础设施一揽子计划正在慢慢接近终点线。</blockquote></p><p> Analysts expect the Senate to pass a bill with bipartisan support next week. The House may then take up the measure.</p><p><blockquote>分析人士预计参议院下周将在两党支持下通过一项法案。然后众议院可能会采取措施。</blockquote></p><p> The bill includes $550 billion in new spending, on top of existing programs. Highlights include $73 billion for clean-energy transmission, $110 billion for roads and bridges, and $7.5 billion for electric-vehicle charging stations. Money would also be doled out for airports, water projects, broadband internet, and initiatives to combat climate-change.</p><p><blockquote>该法案包括在现有项目之外的5500亿美元的新支出。亮点包括730亿美元用于清洁能源传输,1100亿美元用于道路和桥梁,75亿美元用于电动汽车充电站。资金还将用于机场、水利工程、宽带互联网和应对气候变化的倡议。</blockquote></p><p> Passage of a bill still faces steep political hurdles.</p><p><blockquote>该法案的通过仍然面临严峻的政治障碍。</blockquote></p><p> While Senate Minority Leader Mitch McConnell (R-Kentucky) has indicated his support, the bill could be held up by Democract demands in the House to pass a $3.5 trillion budget reconciliation bill first. That won’t be easy, especially if Democrats hope to enlist Republican Senators for $1.2 trillion in infrastructure, conditioned on passing a reconciliation bill first.</p><p><blockquote>虽然参议院少数党领袖米奇·麦康奈尔(肯塔基州共和党人)表示支持,但该法案可能会受到众议院民主党人要求首先通过3.5万亿美元预算和解法案的阻碍。这并不容易,尤其是如果民主党人希望在基础设施建设方面争取共和党参议员的支持,条件是首先通过一项和解法案。</blockquote></p><p> Still, if a bill does keep moving forward, Wall Street analysts are likely to raise revenue estimates for 2022 and beyond, anticipating a steady trickle of money from federal, state, and local governments as projects win approval.</p><p><blockquote>尽管如此,如果该法案确实继续推进,华尔街分析师可能会提高 2022 年及以后的收入预期,预计随着项目获得批准,联邦、州和地方政府将源源不断地提供资金。</blockquote></p><p> So how to play it? Four companies that stand to benefit are Jacobs Engineering Group(ticker: J),Hubbell(HUBB),Insteel Industries(IIIN), and Union Pacific(UNP), according to Andrew Little, research analyst at exchange-traded-fund sponsor Global X.</p><p><blockquote>那么怎么玩呢?交易所交易基金赞助商 Global X 的研究分析师 Andrew Little 表示,将受益的四家公司是 Jacobs Engineering Group(股票代码:J)、Hubbell(HUBB)、Insteel Industries(IIIN)和 Union Pacific(UNP)。</blockquote></p><p> Jacobs is a construction company and the lead engineer on several major projects now underway, including a $1.2 billion reconstruction of the I-270 Corridor in Denver, he notes. Jacobs is also involved in renewable-energy projects and builds data centers.</p><p><blockquote>他指出,雅各布斯是一家建筑公司,也是目前正在进行的几个重大项目的首席工程师,包括耗资 12 亿美元重建丹佛 I-270 走廊。雅各布斯还参与可再生能源项目并建设数据中心。</blockquote></p><p> Hubbell manufactures electrical equipment for industrial clients, including products to improve building energy efficiency and power transmission, helping create “smart grids.”</p><p><blockquote>Hubbell 为工业客户制造电气设备,包括提高建筑能效和电力传输的产品,帮助创建 “智能电网 ”。</blockquote></p><p> Insteel manufactures steel wiring used in construction projects and water utilities, including reinforcement of piping and irrigation projects.</p><p><blockquote>Insteel生产用于建筑项目和供水设施的钢丝,包括管道加固和灌溉工程。</blockquote></p><p> Union Pacific runs one of the largest freight-rail networks in the U.S., operating in 23 western states, and would benefit from increased volume of raw materials and industrial goods.</p><p><blockquote>联合太平洋运营着美国最大的货运铁路网络之一,在西部23个州运营,并将受益于原材料和工业品数量的增加。</blockquote></p><p> Investors may be paying a steep premium for these stocks, though.</p><p><blockquote>不过,投资者可能会为这些股票支付高昂的溢价。</blockquote></p><p> Jacobs is up 26% this year and trades at 19 times next-12-month earnings, a 19% premium to its five-year average price/earnings multiple. If there’s upside, however, it could be in infrastructure—Jacobs’ “people and places” business generates $7 billion in annual revenue through modernizing public and private projects, partly to meet higher environmental standards, the company said on a recent earnings call.</p><p><blockquote>雅各布斯今年上涨了 26%,交易价格是未来 12 个月市盈率的 19 倍,比其五年平均市盈率溢价 19%。不过,如果说有什么好处的话,那可能是在基础设施方面--雅各布斯公司在最近的财报看涨期权上表示,该公司的 “人与场所 ”业务通过对公共和私人项目进行现代化改造,每年可产生 70 亿美元的收入,部分原因是为了满足更高的环境标准。</blockquote></p><p> Hubbell is up 27% this year and goes for 21 times earnings, against a five-year P/E average of 18. The company would benefit from increased spending on renewable-energy infrastructure, including solar and wind components.</p><p><blockquote>Hubbell 今年股价上涨 27%,市盈率为 21 倍,而五年平均市盈率为 18 倍。该公司将受益于可再生能源基础设施(包括太阳能和风能组件)支出的增加。</blockquote></p><p> Insteel has gained 75% this year, though it still trades at a modest 13 times earnings. The company is facing supply constraints and logistics issues, though an infrastructure bill would be a benefit, Insteel recently told analysts.</p><p><blockquote>Insteel 今年上涨了 75%,尽管其市盈率仍为 13 倍。Insteel 最近告诉分析师,尽管基础设施法案将是一个好处,但该公司正面临供应限制和物流问题。</blockquote></p><p> Union Pacific stock is only up 5% this year and trades at 20 times earnings, above its five year P/E average of 19.</p><p><blockquote>联合太平洋公司的股价今年仅上涨了 5%,市盈率为 20 倍,高于其五年平均市盈率 19 倍。</blockquote></p><p> Freight volume has been depressed due to supply-chain disruptions, a shortage of semiconductors, and backlogs of goods waiting to be unloaded at U.S. ports.</p><p><blockquote>由于供应链中断、半导体短缺以及美国港口等待卸货的积压货物,货运量一直低迷。</blockquote></p><p> But the railroad is expecting raw materials volume to remain robust as the economy gains momentum. And Union hiked its annual dividend in May by 10% to $1.07 a share, giving it a 2% annualized yield.</p><p><blockquote>但铁路部门预计,随着经济增长势头,原材料销量将保持强劲。Union 在 5 月份将年度股息上调了 10%,至每股 1.07 美元,年化收益率为 2%。</blockquote></p><p> Other infrastructure favorites include aggregates companies Vulcan Materials(VMC) and Martin Marietta Materials(MLM), and industrial-machinery giants Deere(DE) and Caterpillar(CAT). In broadband, cell-tower companies such as American Tower REIT(AMT),SBA Communications(SBAC), and Crown Castle International(CCI) could benefit.</p><p><blockquote>其他最受欢迎的基础设施公司包括骨料公司 Vulcan Materials (VMC) 和 Martin Marietta Materials (MLM),以及工业机械巨头Deere (DE) 和卡特彼勒 (CAT)。在宽带领域,American Tower REIT (AMT)、SBA Communications (SBAC) 和 Crown Castle International (CCI) 等手机信号塔公司可能会受益。</blockquote></p><p> Investors can also gain exposure to the theme through an ETF. Top performers in clean tech this year include First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index(GRID),Invesco MSCI Sustainable Future(ERTH), and First Trust Global Wind Energy(FAN).</p><p><blockquote>投资者还可以通过 ETF 接触该主题。今年清洁技术领域表现最佳的公司包括第一信托纳斯达克清洁边缘智能电网基础设施指数 (GRID)、景顺 MSCI 可持续未来 (ERTH) 和第一信托全球风能 (FAN)。</blockquote></p><p> As<i>Barron’s</i> has noted, electric-vehicle-charger component providers, including Amphenol (APH),TE Connectivity (TEL), and Sensata Technologies Holding (ST), could also be winners.</p><p><blockquote>作为<i>巴伦</i>值得注意的是,包括安费诺 (APH)、TE Connectivity (TEL) 和森萨塔科技控股公司 (ST) 在内的电动汽车充电器组件供应商也可能成为赢家。</blockquote></p><p> The iShares U.S. Infrastructure ETF (IFRA) includes a big slug of utilities at 44% of its asset base. The ETF has done well this year, gaining 20% against a 17% return for the S&P 500.</p><p><blockquote>iShares 美国基础设施 ETF (IFRA) 包括大量公用事业公司,占其资产基础的 44%。该 ETF 今年表现良好,上涨了 20%,而标普500的回报率为 17%。</blockquote></p><p> There could be more gains ahead if the infrastructure train finally leaves Union Station in Washington.</p><p><blockquote>如果基础设施列车最终离开华盛顿联合车站,未来可能会有更多收获。</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 $1.2 Trillion Infrastructure Bill Could Lift These Stocks<blockquote>1.2 万亿美元的基础设施法案可能会提振这些股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe $1.2 Trillion Infrastructure Bill Could Lift These Stocks<blockquote>1.2 万亿美元的基础设施法案可能会提振这些股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-30 16:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has voted to begin debating the measure.</p><p><blockquote>随着参议院投票决定开始辩论该措施,1.2万亿美元的基础设施一揽子计划正在慢慢接近终点线。</blockquote></p><p> Analysts expect the Senate to pass a bill with bipartisan support next week. The House may then take up the measure.</p><p><blockquote>分析人士预计参议院下周将在两党支持下通过一项法案。然后众议院可能会采取措施。</blockquote></p><p> The bill includes $550 billion in new spending, on top of existing programs. Highlights include $73 billion for clean-energy transmission, $110 billion for roads and bridges, and $7.5 billion for electric-vehicle charging stations. Money would also be doled out for airports, water projects, broadband internet, and initiatives to combat climate-change.</p><p><blockquote>该法案包括在现有项目之外的5500亿美元的新支出。亮点包括730亿美元用于清洁能源传输,1100亿美元用于道路和桥梁,75亿美元用于电动汽车充电站。资金还将用于机场、水利工程、宽带互联网和应对气候变化的倡议。</blockquote></p><p> Passage of a bill still faces steep political hurdles.</p><p><blockquote>该法案的通过仍然面临严峻的政治障碍。</blockquote></p><p> While Senate Minority Leader Mitch McConnell (R-Kentucky) has indicated his support, the bill could be held up by Democract demands in the House to pass a $3.5 trillion budget reconciliation bill first. That won’t be easy, especially if Democrats hope to enlist Republican Senators for $1.2 trillion in infrastructure, conditioned on passing a reconciliation bill first.</p><p><blockquote>虽然参议院少数党领袖米奇·麦康奈尔(肯塔基州共和党人)表示支持,但该法案可能会受到众议院民主党人要求首先通过3.5万亿美元预算和解法案的阻碍。这并不容易,尤其是如果民主党人希望在基础设施建设方面争取共和党参议员的支持,条件是首先通过一项和解法案。</blockquote></p><p> Still, if a bill does keep moving forward, Wall Street analysts are likely to raise revenue estimates for 2022 and beyond, anticipating a steady trickle of money from federal, state, and local governments as projects win approval.</p><p><blockquote>尽管如此,如果该法案确实继续推进,华尔街分析师可能会提高 2022 年及以后的收入预期,预计随着项目获得批准,联邦、州和地方政府将源源不断地提供资金。</blockquote></p><p> So how to play it? Four companies that stand to benefit are Jacobs Engineering Group(ticker: J),Hubbell(HUBB),Insteel Industries(IIIN), and Union Pacific(UNP), according to Andrew Little, research analyst at exchange-traded-fund sponsor Global X.</p><p><blockquote>那么怎么玩呢?交易所交易基金赞助商 Global X 的研究分析师 Andrew Little 表示,将受益的四家公司是 Jacobs Engineering Group(股票代码:J)、Hubbell(HUBB)、Insteel Industries(IIIN)和 Union Pacific(UNP)。</blockquote></p><p> Jacobs is a construction company and the lead engineer on several major projects now underway, including a $1.2 billion reconstruction of the I-270 Corridor in Denver, he notes. Jacobs is also involved in renewable-energy projects and builds data centers.</p><p><blockquote>他指出,雅各布斯是一家建筑公司,也是目前正在进行的几个重大项目的首席工程师,包括耗资 12 亿美元重建丹佛 I-270 走廊。雅各布斯还参与可再生能源项目并建设数据中心。</blockquote></p><p> Hubbell manufactures electrical equipment for industrial clients, including products to improve building energy efficiency and power transmission, helping create “smart grids.”</p><p><blockquote>Hubbell 为工业客户制造电气设备,包括提高建筑能效和电力传输的产品,帮助创建 “智能电网 ”。</blockquote></p><p> Insteel manufactures steel wiring used in construction projects and water utilities, including reinforcement of piping and irrigation projects.</p><p><blockquote>Insteel生产用于建筑项目和供水设施的钢丝,包括管道加固和灌溉工程。</blockquote></p><p> Union Pacific runs one of the largest freight-rail networks in the U.S., operating in 23 western states, and would benefit from increased volume of raw materials and industrial goods.</p><p><blockquote>联合太平洋运营着美国最大的货运铁路网络之一,在西部23个州运营,并将受益于原材料和工业品数量的增加。</blockquote></p><p> Investors may be paying a steep premium for these stocks, though.</p><p><blockquote>不过,投资者可能会为这些股票支付高昂的溢价。</blockquote></p><p> Jacobs is up 26% this year and trades at 19 times next-12-month earnings, a 19% premium to its five-year average price/earnings multiple. If there’s upside, however, it could be in infrastructure—Jacobs’ “people and places” business generates $7 billion in annual revenue through modernizing public and private projects, partly to meet higher environmental standards, the company said on a recent earnings call.</p><p><blockquote>雅各布斯今年上涨了 26%,交易价格是未来 12 个月市盈率的 19 倍,比其五年平均市盈率溢价 19%。不过,如果说有什么好处的话,那可能是在基础设施方面--雅各布斯公司在最近的财报看涨期权上表示,该公司的 “人与场所 ”业务通过对公共和私人项目进行现代化改造,每年可产生 70 亿美元的收入,部分原因是为了满足更高的环境标准。</blockquote></p><p> Hubbell is up 27% this year and goes for 21 times earnings, against a five-year P/E average of 18. The company would benefit from increased spending on renewable-energy infrastructure, including solar and wind components.</p><p><blockquote>Hubbell 今年股价上涨 27%,市盈率为 21 倍,而五年平均市盈率为 18 倍。该公司将受益于可再生能源基础设施(包括太阳能和风能组件)支出的增加。</blockquote></p><p> Insteel has gained 75% this year, though it still trades at a modest 13 times earnings. The company is facing supply constraints and logistics issues, though an infrastructure bill would be a benefit, Insteel recently told analysts.</p><p><blockquote>Insteel 今年上涨了 75%,尽管其市盈率仍为 13 倍。Insteel 最近告诉分析师,尽管基础设施法案将是一个好处,但该公司正面临供应限制和物流问题。</blockquote></p><p> Union Pacific stock is only up 5% this year and trades at 20 times earnings, above its five year P/E average of 19.</p><p><blockquote>联合太平洋公司的股价今年仅上涨了 5%,市盈率为 20 倍,高于其五年平均市盈率 19 倍。</blockquote></p><p> Freight volume has been depressed due to supply-chain disruptions, a shortage of semiconductors, and backlogs of goods waiting to be unloaded at U.S. ports.</p><p><blockquote>由于供应链中断、半导体短缺以及美国港口等待卸货的积压货物,货运量一直低迷。</blockquote></p><p> But the railroad is expecting raw materials volume to remain robust as the economy gains momentum. And Union hiked its annual dividend in May by 10% to $1.07 a share, giving it a 2% annualized yield.</p><p><blockquote>但铁路部门预计,随着经济增长势头,原材料销量将保持强劲。Union 在 5 月份将年度股息上调了 10%,至每股 1.07 美元,年化收益率为 2%。</blockquote></p><p> Other infrastructure favorites include aggregates companies Vulcan Materials(VMC) and Martin Marietta Materials(MLM), and industrial-machinery giants Deere(DE) and Caterpillar(CAT). In broadband, cell-tower companies such as American Tower REIT(AMT),SBA Communications(SBAC), and Crown Castle International(CCI) could benefit.</p><p><blockquote>其他最受欢迎的基础设施公司包括骨料公司 Vulcan Materials (VMC) 和 Martin Marietta Materials (MLM),以及工业机械巨头Deere (DE) 和卡特彼勒 (CAT)。在宽带领域,American Tower REIT (AMT)、SBA Communications (SBAC) 和 Crown Castle International (CCI) 等手机信号塔公司可能会受益。</blockquote></p><p> Investors can also gain exposure to the theme through an ETF. Top performers in clean tech this year include First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index(GRID),Invesco MSCI Sustainable Future(ERTH), and First Trust Global Wind Energy(FAN).</p><p><blockquote>投资者还可以通过 ETF 接触该主题。今年清洁技术领域表现最佳的公司包括第一信托纳斯达克清洁边缘智能电网基础设施指数 (GRID)、景顺 MSCI 可持续未来 (ERTH) 和第一信托全球风能 (FAN)。</blockquote></p><p> As<i>Barron’s</i> has noted, electric-vehicle-charger component providers, including Amphenol (APH),TE Connectivity (TEL), and Sensata Technologies Holding (ST), could also be winners.</p><p><blockquote>作为<i>巴伦</i>值得注意的是,包括安费诺 (APH)、TE Connectivity (TEL) 和森萨塔科技控股公司 (ST) 在内的电动汽车充电器组件供应商也可能成为赢家。</blockquote></p><p> The iShares U.S. Infrastructure ETF (IFRA) includes a big slug of utilities at 44% of its asset base. The ETF has done well this year, gaining 20% against a 17% return for the S&P 500.</p><p><blockquote>iShares 美国基础设施 ETF (IFRA) 包括大量公用事业公司,占其资产基础的 44%。该 ETF 今年表现良好,上涨了 20%,而标普500的回报率为 17%。</blockquote></p><p> There could be more gains ahead if the infrastructure train finally leaves Union Station in Washington.</p><p><blockquote>如果基础设施列车最终离开华盛顿联合车站,未来可能会有更多收获。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/infrastructure-bill-could-lift-these-stocks-51627593447?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/infrastructure-bill-could-lift-these-stocks-51627593447?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196132618","content_text":"A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has voted to begin debating the measure.\nAnalysts expect the Senate to pass a bill with bipartisan support next week. The House may then take up the measure.\nThe bill includes $550 billion in new spending, on top of existing programs. Highlights include $73 billion for clean-energy transmission, $110 billion for roads and bridges, and $7.5 billion for electric-vehicle charging stations. Money would also be doled out for airports, water projects, broadband internet, and initiatives to combat climate-change.\nPassage of a bill still faces steep political hurdles.\nWhile Senate Minority Leader Mitch McConnell (R-Kentucky) has indicated his support, the bill could be held up by Democract demands in the House to pass a $3.5 trillion budget reconciliation bill first. That won’t be easy, especially if Democrats hope to enlist Republican Senators for $1.2 trillion in infrastructure, conditioned on passing a reconciliation bill first.\nStill, if a bill does keep moving forward, Wall Street analysts are likely to raise revenue estimates for 2022 and beyond, anticipating a steady trickle of money from federal, state, and local governments as projects win approval.\nSo how to play it? Four companies that stand to benefit are Jacobs Engineering Group(ticker: J),Hubbell(HUBB),Insteel Industries(IIIN), and Union Pacific(UNP), according to Andrew Little, research analyst at exchange-traded-fund sponsor Global X.\nJacobs is a construction company and the lead engineer on several major projects now underway, including a $1.2 billion reconstruction of the I-270 Corridor in Denver, he notes. Jacobs is also involved in renewable-energy projects and builds data centers.\nHubbell manufactures electrical equipment for industrial clients, including products to improve building energy efficiency and power transmission, helping create “smart grids.”\nInsteel manufactures steel wiring used in construction projects and water utilities, including reinforcement of piping and irrigation projects.\nUnion Pacific runs one of the largest freight-rail networks in the U.S., operating in 23 western states, and would benefit from increased volume of raw materials and industrial goods.\nInvestors may be paying a steep premium for these stocks, though.\nJacobs is up 26% this year and trades at 19 times next-12-month earnings, a 19% premium to its five-year average price/earnings multiple. If there’s upside, however, it could be in infrastructure—Jacobs’ “people and places” business generates $7 billion in annual revenue through modernizing public and private projects, partly to meet higher environmental standards, the company said on a recent earnings call.\nHubbell is up 27% this year and goes for 21 times earnings, against a five-year P/E average of 18. The company would benefit from increased spending on renewable-energy infrastructure, including solar and wind components.\nInsteel has gained 75% this year, though it still trades at a modest 13 times earnings. The company is facing supply constraints and logistics issues, though an infrastructure bill would be a benefit, Insteel recently told analysts.\nUnion Pacific stock is only up 5% this year and trades at 20 times earnings, above its five year P/E average of 19.\nFreight volume has been depressed due to supply-chain disruptions, a shortage of semiconductors, and backlogs of goods waiting to be unloaded at U.S. ports.\nBut the railroad is expecting raw materials volume to remain robust as the economy gains momentum. And Union hiked its annual dividend in May by 10% to $1.07 a share, giving it a 2% annualized yield.\nOther infrastructure favorites include aggregates companies Vulcan Materials(VMC) and Martin Marietta Materials(MLM), and industrial-machinery giants Deere(DE) and Caterpillar(CAT). In broadband, cell-tower companies such as American Tower REIT(AMT),SBA Communications(SBAC), and Crown Castle International(CCI) could benefit.\nInvestors can also gain exposure to the theme through an ETF. Top performers in clean tech this year include First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index(GRID),Invesco MSCI Sustainable Future(ERTH), and First Trust Global Wind Energy(FAN).\nAsBarron’s has noted, electric-vehicle-charger component providers, including Amphenol (APH),TE Connectivity (TEL), and Sensata Technologies Holding (ST), could also be winners.\nThe iShares U.S. Infrastructure ETF (IFRA) includes a big slug of utilities at 44% of its asset base. The ETF has done well this year, gaining 20% against a 17% return for the S&P 500.\nThere could be more gains ahead if the infrastructure train finally leaves Union Station in Washington.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808425394,"gmtCreate":1627607132518,"gmtModify":1631885412143,"author":{"id":"3568952919901762","authorId":"3568952919901762","name":"jason1988","avatar":"https://static.tigerbbs.com/a5e8650e1903f00d4f0cd84fc3f800a2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568952919901762","idStr":"3568952919901762"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>will it grow?","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>will it grow?","text":"$BlackBerry(BB)$will it grow?","images":[{"img":"https://static.tigerbbs.com/5467826633e673861548fb7403e04e6d","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808425394","isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":177735140,"gmtCreate":1627261193780,"gmtModify":1631890391741,"author":{"id":"3568952919901762","authorId":"3568952919901762","name":"jason1988","avatar":"https://static.tigerbbs.com/a5e8650e1903f00d4f0cd84fc3f800a2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568952919901762","idStr":"3568952919901762"},"themes":[],"title":"","htmlText":"Like pls. Thanks","listText":"Like pls. Thanks","text":"Like pls. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/177735140","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":1132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174856628,"gmtCreate":1627092146864,"gmtModify":1631890391743,"author":{"id":"3568952919901762","authorId":"3568952919901762","name":"jason1988","avatar":"https://static.tigerbbs.com/a5e8650e1903f00d4f0cd84fc3f800a2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568952919901762","idStr":"3568952919901762"},"themes":[],"title":"","htmlText":"Rocket 🚀🚀🚀","listText":"Rocket 🚀🚀🚀","text":"Rocket 🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174856628","repostId":"1191636755","repostType":4,"repost":{"id":"1191636755","kind":"news","pubTimestamp":1627084309,"share":"https://www.laohunote.com/m/news/1191636755?lang=zh_CN&edition=full","pubTime":"2021-07-24 07:51","market":"us","language":"en","title":"Tesla Earnings Are Coming. Here’s the One Number That Matters.<blockquote>特斯拉的收益即将到来。这是一个重要的数字。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191636755","media":"Barrons","summary":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likel","content":"<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.</p><p><blockquote>特斯拉第二季度财报即将发布,投资者应该为一份可能非常复杂的报告做好准备。</blockquote></p><p> There are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.</p><p><blockquote>对于世界上最有价值的汽车公司及其打破常规的首席执行官埃隆-马斯克(Elon Musk)来说,有很多移动部件,甚至比平时还要多。不过,判断股票是上涨还是下跌应该并不难。</blockquote></p><p> The EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p><p><blockquote>电动汽车先锋将于 7 月 26 日星期一收盘后发布报告。据 FactSet 称,华尔街希望特斯拉在 115 亿美元的销售额中报告每股收益约 94 美分。超出分析师预期对于任何股票在财报后交易中保持稳定来说都很重要,几乎是必需的。特斯拉也是如此。</blockquote></p><p> There are plenty of factors that will contribute to bottom-line earnings—the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p><p><blockquote>有很多因素会影响底线收益--全球半导体短缺、汽车定价、汽车毛利率以及特斯拉电池存储业务的盈利水平。然而,最终,投资者会希望看到营业利润创纪录——无论如何发生。这可能会打破股价近期的区间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb9cfd5cbe6d36d06167f82af45447d1\" tg-width=\"869\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p><p><blockquote>特斯拉公布 2020 年第三季度营业利润超过 8 亿美元,在接下来的三个月内,该股股价翻了一番多,达到 860 美元左右。但由于营业利润增长在随后几个季度基本暂停,股价已从约 860 美元跌至最近的 640 美元左右。利润停滞也意味着库存停滞。</blockquote></p><p> The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.</p><p><blockquote>对于特斯拉多头来说,好消息是华尔街预计将创下新纪录:在强劲交付的推动下,第二季度营业利润预计将达到 8.35 亿美元。2021年第二季度是特斯拉首次在单季度交付超过20万辆汽车。</blockquote></p><p> After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p><p><blockquote>财报消化完毕后,多头和空头之间关于财报质量的争论应该会层出不穷。例如,特斯拉创造销售额的一种方式是出售监管积分——它通过生产超过其公平份额的电动汽车来获得这些积分。该公司第一季度信贷销售额为 5.18 亿美元,帮助特斯拉超出盈利预期。关于信用销售额的 “正常 ”数量以及这些销售额何时会枯竭,一直存在争议。最终,多头和空头都预计其他汽车制造商将出售自己的电动汽车,从而切断特斯拉的收入来源。</blockquote></p><p> There is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p><p><blockquote>还有比特币的问题。特斯拉承认其持有的比特币在第一季度略有增加,但这种加密货币的价格自 4 月份的峰值以来已经下跌了大约一半。这意味着有可能出现小幅亏损。投资者的反应谁也说不准,但不要指望特斯拉会抛售其比特币头寸。马斯克继续表示,当比特币矿业使用更可持续的电力时,他的公司将以加密货币进行交易。</blockquote></p><p> Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.</p><p><blockquote>投资者还想知道特斯拉在德国的新工厂和德克萨斯州奥斯汀的工厂何时开始交付汽车。奥斯汀工厂将生产特斯拉的 Cybertruck。特斯拉驾驶辅助功能的进步--该公司最近开始以订阅的形式销售其驾驶辅助软件--以及该公司能从其充电网络中赚多少钱,也可能会有人质疑。马斯克本周在推特上表示,特斯拉将向未来的其他电动汽车开放其充电网络。</blockquote></p><p> All those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p><p><blockquote>所有这些话题以及更多话题都应该在定于下午 5:30 举行的财报电话会议上提出。美国东部时间周一。今年迄今为止,特斯拉股价已下跌约 9%,落后于标准普尔 500 指数和道琼斯工业平均指数分别 17% 和 15% 的可比涨幅。尽管如此,特斯拉股价仍表现强劲,过去 12 个月上涨了约 112%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Earnings Are Coming. Here’s the One Number That Matters.<blockquote>特斯拉的收益即将到来。这是一个重要的数字。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Earnings Are Coming. Here’s the One Number That Matters.<blockquote>特斯拉的收益即将到来。这是一个重要的数字。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-24 07:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.</p><p><blockquote>特斯拉第二季度财报即将发布,投资者应该为一份可能非常复杂的报告做好准备。</blockquote></p><p> There are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.</p><p><blockquote>对于世界上最有价值的汽车公司及其打破常规的首席执行官埃隆-马斯克(Elon Musk)来说,有很多移动部件,甚至比平时还要多。不过,判断股票是上涨还是下跌应该并不难。</blockquote></p><p> The EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p><p><blockquote>电动汽车先锋将于 7 月 26 日星期一收盘后发布报告。据 FactSet 称,华尔街希望特斯拉在 115 亿美元的销售额中报告每股收益约 94 美分。超出分析师预期对于任何股票在财报后交易中保持稳定来说都很重要,几乎是必需的。特斯拉也是如此。</blockquote></p><p> There are plenty of factors that will contribute to bottom-line earnings—the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p><p><blockquote>有很多因素会影响底线收益--全球半导体短缺、汽车定价、汽车毛利率以及特斯拉电池存储业务的盈利水平。然而,最终,投资者会希望看到营业利润创纪录——无论如何发生。这可能会打破股价近期的区间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb9cfd5cbe6d36d06167f82af45447d1\" tg-width=\"869\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p><p><blockquote>特斯拉公布 2020 年第三季度营业利润超过 8 亿美元,在接下来的三个月内,该股股价翻了一番多,达到 860 美元左右。但由于营业利润增长在随后几个季度基本暂停,股价已从约 860 美元跌至最近的 640 美元左右。利润停滞也意味着库存停滞。</blockquote></p><p> The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.</p><p><blockquote>对于特斯拉多头来说,好消息是华尔街预计将创下新纪录:在强劲交付的推动下,第二季度营业利润预计将达到 8.35 亿美元。2021年第二季度是特斯拉首次在单季度交付超过20万辆汽车。</blockquote></p><p> After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p><p><blockquote>财报消化完毕后,多头和空头之间关于财报质量的争论应该会层出不穷。例如,特斯拉创造销售额的一种方式是出售监管积分——它通过生产超过其公平份额的电动汽车来获得这些积分。该公司第一季度信贷销售额为 5.18 亿美元,帮助特斯拉超出盈利预期。关于信用销售额的 “正常 ”数量以及这些销售额何时会枯竭,一直存在争议。最终,多头和空头都预计其他汽车制造商将出售自己的电动汽车,从而切断特斯拉的收入来源。</blockquote></p><p> There is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p><p><blockquote>还有比特币的问题。特斯拉承认其持有的比特币在第一季度略有增加,但这种加密货币的价格自 4 月份的峰值以来已经下跌了大约一半。这意味着有可能出现小幅亏损。投资者的反应谁也说不准,但不要指望特斯拉会抛售其比特币头寸。马斯克继续表示,当比特币矿业使用更可持续的电力时,他的公司将以加密货币进行交易。</blockquote></p><p> Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.</p><p><blockquote>投资者还想知道特斯拉在德国的新工厂和德克萨斯州奥斯汀的工厂何时开始交付汽车。奥斯汀工厂将生产特斯拉的 Cybertruck。特斯拉驾驶辅助功能的进步--该公司最近开始以订阅的形式销售其驾驶辅助软件--以及该公司能从其充电网络中赚多少钱,也可能会有人质疑。马斯克本周在推特上表示,特斯拉将向未来的其他电动汽车开放其充电网络。</blockquote></p><p> All those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p><p><blockquote>所有这些话题以及更多话题都应该在定于下午 5:30 举行的财报电话会议上提出。美国东部时间周一。今年迄今为止,特斯拉股价已下跌约 9%,落后于标准普尔 500 指数和道琼斯工业平均指数分别 17% 和 15% 的可比涨幅。尽管如此,特斯拉股价仍表现强劲,过去 12 个月上涨了约 112%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191636755","content_text":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.\nThe EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere are plenty of factors that will contribute to bottom-line earnings—the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nAll those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149594262,"gmtCreate":1625734210056,"gmtModify":1633937890840,"author":{"id":"3568952919901762","authorId":"3568952919901762","name":"jason1988","avatar":"https://static.tigerbbs.com/a5e8650e1903f00d4f0cd84fc3f800a2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568952919901762","idStr":"3568952919901762"},"themes":[],"title":"","htmlText":"Blood all over!","listText":"Blood all over!","text":"Blood all 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ship","images":[{"img":"https://static.tigerbbs.com/c0065f30b8ad80661a1179d92c813384","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/134103522","isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":197116968,"gmtCreate":1621433185954,"gmtModify":1634189191372,"author":{"id":"3568952919901762","authorId":"3568952919901762","name":"jason1988","avatar":"https://static.tigerbbs.com/a5e8650e1903f00d4f0cd84fc3f800a2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568952919901762","authorIdStr":"3568952919901762"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>bad very very bad","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>bad very very bad","text":"$Tesla Motors(TSLA)$bad very very 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[安慰]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":193749350,"gmtCreate":1620823792870,"gmtModify":1634196057264,"author":{"id":"3568952919901762","authorId":"3568952919901762","name":"jason1988","avatar":"https://static.tigerbbs.com/a5e8650e1903f00d4f0cd84fc3f800a2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568952919901762","authorIdStr":"3568952919901762"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>上上上","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>上上上","text":"$Tesla Motors(TSLA)$上上上","images":[{"img":"https://static.tigerbbs.com/0e2906aee51f8de8ed6aed19df3a6a75","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/193749350","isVote":1,"tweetType":1,"viewCount":1340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":193943992,"gmtCreate":1620748077416,"gmtModify":1634196608489,"author":{"id":"3568952919901762","authorId":"3568952919901762","name":"jason1988","avatar":"https://static.tigerbbs.com/a5e8650e1903f00d4f0cd84fc3f800a2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568952919901762","authorIdStr":"3568952919901762"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>moon","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>moon","text":"$NIO Inc.(NIO)$moon","images":[{"img":"https://static.tigerbbs.com/a79676631798d42ab914ed9a2b7b5693","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/193943992","isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":816864268,"gmtCreate":1630488290254,"gmtModify":1631890391718,"author":{"id":"3568952919901762","authorId":"3568952919901762","name":"jason1988","avatar":"https://static.tigerbbs.com/a5e8650e1903f00d4f0cd84fc3f800a2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568952919901762","authorIdStr":"3568952919901762"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816864268","repostId":"1156393470","repostType":4,"repost":{"id":"1156393470","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630487935,"share":"https://www.laohunote.com/m/news/1156393470?lang=zh_CN&edition=full","pubTime":"2021-09-01 17:18","market":"us","language":"en","title":"Nio shares fell more than 3% in premarket trading<blockquote>蔚来股价在盘前交易中下跌超过 3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156393470","media":"Tiger Newspress","summary":"Nio shares fell more than 3% in premarket trading.\nNIO delivered 5,880 vehicles in August 2021, repr","content":"<p>Nio shares fell more than 3% in premarket trading.</p><p><blockquote>蔚来股价在盘前交易中下跌超过3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad3301f3aa8ef1b7317bcb49d24c38de\" tg-width=\"898\" tg-height=\"627\" width=\"100%\" height=\"auto\">NIO delivered 5,880 vehicles in August 2021, representing a 48.3% year-over-year growth. While the Company’s new order reached an all-time high in August driven by the increasing demand, the vehicle production, especially the manufacturing of the ES6 and EC6, was materially disrupted by supply chain constraints resulting from the COVID-19 pandemic in certain areas in China and Malaysia. The deliveries consisted of 1,738 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 2,342 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 1,800 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of August 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 131,408 vehicles.</p><p><blockquote>2021年8月,蔚来交付了5,880辆汽车,同比增长48.3%。虽然在需求不断增长的推动下,该公司的新订单在 8 月份创下历史新高,但由于 COVID-19 大流行在中国和马来西亚某些地区造成的供应链限制,汽车生产,尤其是 ES6 和 EC6 的生产受到了严重干扰。交付的车辆包括 1738 辆 ES8(该公司的六座或七座旗舰高端智能电动 SUV)、2342 辆 ES6(该公司的五座高性能高端智能电动 SUV)和 1800 辆 EC6(该公司的五座高端智能电动轿跑车 SUV)。截至2021年8月31日,ES8、ES6和EC6的累计交付量达到131,408辆。</blockquote></p><p> In light of the continued uncertainty and volatility of semiconductor supply, the Company prudently adjusts the vehicle production and expects to deliver approximately 22,500 to 23,500 vehicles in the third quarter of 2021, revised from the previous outlook of 23,000 to 25,000 vehicles.</p><p><blockquote>鉴于半导体供应的持续不确定性和波动性,本公司谨慎调整整车产量,预计2021年第三季度交付约22,500辆至23,500辆汽车,较之前的23,000辆至25,000辆的展望有所修正。</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>Nio shares fell more than 3% in premarket trading<blockquote>蔚来股价在盘前交易中下跌超过 3%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio shares fell more than 3% in premarket trading<blockquote>蔚来股价在盘前交易中下跌超过 3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-01 17:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nio shares fell more than 3% in premarket trading.</p><p><blockquote>蔚来股价在盘前交易中下跌超过3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad3301f3aa8ef1b7317bcb49d24c38de\" tg-width=\"898\" tg-height=\"627\" width=\"100%\" height=\"auto\">NIO delivered 5,880 vehicles in August 2021, representing a 48.3% year-over-year growth. While the Company’s new order reached an all-time high in August driven by the increasing demand, the vehicle production, especially the manufacturing of the ES6 and EC6, was materially disrupted by supply chain constraints resulting from the COVID-19 pandemic in certain areas in China and Malaysia. The deliveries consisted of 1,738 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 2,342 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 1,800 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of August 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 131,408 vehicles.</p><p><blockquote>2021年8月,蔚来交付了5,880辆汽车,同比增长48.3%。虽然在需求不断增长的推动下,该公司的新订单在 8 月份创下历史新高,但由于 COVID-19 大流行在中国和马来西亚某些地区造成的供应链限制,汽车生产,尤其是 ES6 和 EC6 的生产受到了严重干扰。交付的车辆包括 1738 辆 ES8(该公司的六座或七座旗舰高端智能电动 SUV)、2342 辆 ES6(该公司的五座高性能高端智能电动 SUV)和 1800 辆 EC6(该公司的五座高端智能电动轿跑车 SUV)。截至2021年8月31日,ES8、ES6和EC6的累计交付量达到131,408辆。</blockquote></p><p> In light of the continued uncertainty and volatility of semiconductor supply, the Company prudently adjusts the vehicle production and expects to deliver approximately 22,500 to 23,500 vehicles in the third quarter of 2021, revised from the previous outlook of 23,000 to 25,000 vehicles.</p><p><blockquote>鉴于半导体供应的持续不确定性和波动性,本公司谨慎调整整车产量,预计2021年第三季度交付约22,500辆至23,500辆汽车,较之前的23,000辆至25,000辆的展望有所修正。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156393470","content_text":"Nio shares fell more than 3% in premarket trading.\nNIO delivered 5,880 vehicles in August 2021, representing a 48.3% year-over-year growth. While the Company’s new order reached an all-time high in August driven by the increasing demand, the vehicle production, especially the manufacturing of the ES6 and EC6, was materially disrupted by supply chain constraints resulting from the COVID-19 pandemic in certain areas in China and Malaysia. The deliveries consisted of 1,738 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 2,342 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 1,800 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of August 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 131,408 vehicles.\nIn light of the continued uncertainty and volatility of semiconductor supply, the Company prudently adjusts the vehicle production and expects to deliver approximately 22,500 to 23,500 vehicles in the third quarter of 2021, revised from the previous outlook of 23,000 to 25,000 vehicles.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158371504,"gmtCreate":1625132842608,"gmtModify":1633944441774,"author":{"id":"3568952919901762","authorId":"3568952919901762","name":"jason1988","avatar":"https://static.tigerbbs.com/a5e8650e1903f00d4f0cd84fc3f800a2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568952919901762","authorIdStr":"3568952919901762"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>grow and grow!","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>grow and grow!","text":"$NIO Inc.(NIO)$grow and grow!","images":[{"img":"https://static.tigerbbs.com/9aeea7cabd3a342e38410a3287b16621","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158371504","isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}