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Mainichi

Mainichi

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2021-06-27

Oh no

抱歉，原内容已删除

2021-06-25

Good luck Panasonic

抱歉，原内容已删除

2021-06-23

More greener cars on the road 👍

EVs Seen Reaching Sales Supremacy by 2033, Faster Than Expected<blockquote>电动汽车预计到 2033 年将比预期更快地占据销售霸主地位</blockquote>

2021-06-21

As long as there is Alibaba and Tencent, Chinese shares will never stop growing.

抱歉，原内容已删除

2021-06-19

Liked

3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%<blockquote>华尔街预测 3 只模因股票将暴跌超过 20%</blockquote>

2021-06-19

AMD still has the potential to match with its top leading competitior from the demands of processors and graphic and lower cost alternative.

1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛售 AMD 并购买 NVIDIA 的一大理由</blockquote>

2021-03-15

Wow

10 Stocks That Are Vulnerable to a Blowup<blockquote>10只容易爆炸的股票</blockquote>

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no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124183613","repostId":"1189436009","repostType":4,"isVote":1,"tweetType":1,"viewCount":3778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126497989,"gmtCreate":1624581020241,"gmtModify":1631890085295,"author":{"id":"3569130251209194","authorId":"3569130251209194","name":"Mainichi","avatar":"https://static.tigerbbs.com/d764cc5b53aab14a79aff20285bb7424","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569130251209194","authorIdStr":"3569130251209194"},"themes":[],"title":"","htmlText":"Good luck Panasonic","listText":"Good luck Panasonic","text":"Good luck Panasonic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126497989","repostId":"2146002655","repostType":2,"isVote":1,"tweetType":1,"viewCount":3620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123882605,"gmtCreate":1624415889607,"gmtModify":1634006423566,"author":{"id":"3569130251209194","authorId":"3569130251209194","name":"Mainichi","avatar":"https://static.tigerbbs.com/d764cc5b53aab14a79aff20285bb7424","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569130251209194","authorIdStr":"3569130251209194"},"themes":[],"title":"","htmlText":"More greener cars on the road 👍","listText":"More greener cars on the road 👍","text":"More greener cars on the road 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123882605","repostId":"1123710128","repostType":2,"repost":{"id":"1123710128","kind":"news","pubTimestamp":1624406277,"share":"https://www.laohunote.com/m/news/1123710128?lang=zh_CN&edition=full","pubTime":"2021-06-23 07:57","market":"us","language":"en","title":"EVs Seen Reaching Sales Supremacy by 2033, Faster Than Expected<blockquote>电动汽车预计到 2033 年将比预期更快地占据销售霸主地位</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123710128","media":"Bloomberg","summary":"(Bloomberg) -- Global electric vehicle supremacy will arrive by 2033 -- five years earlier than prev","content":"<p><div> (Bloomberg) -- Global electric vehicle supremacy will arrive by 2033 -- five years earlier than previously expected -- as tougher regulations and rising interest drive demand for zero-emission ...</p><p><blockquote><div>（彭博社）——随着更严格的法规和日益增长的兴趣推动了对零排放的需求，全球电动汽车的霸主地位将于2033年到来，比之前预期提前了五年……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/evs-seen-reaching-sales-supremacy-230100585.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/evs-seen-reaching-sales-supremacy-230100585.html\">网页连接</a></blockquote></p><p></p>","source":"lsy1612507957220","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>EVs Seen Reaching Sales Supremacy by 2033, Faster Than Expected<blockquote>电动汽车预计到 2033 年将比预期更快地占据销售霸主地位</blockquote></title>\n<style 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}\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\">\nEVs Seen Reaching Sales Supremacy by 2033, Faster Than Expected<blockquote>电动汽车预计到 2033 年将比预期更快地占据销售霸主地位</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-06-23 07:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> (Bloomberg) -- Global electric vehicle supremacy will arrive by 2033 -- five years earlier than previously expected -- as tougher regulations and rising interest drive demand for zero-emission ...</p><p><blockquote><div>（彭博社）——随着更严格的法规和日益增长的兴趣推动了对零排放的需求，全球电动汽车的霸主地位将于2033年到来，比之前预期提前了五年……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/evs-seen-reaching-sales-supremacy-230100585.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/evs-seen-reaching-sales-supremacy-230100585.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/evs-seen-reaching-sales-supremacy-230100585.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/evs-seen-reaching-sales-supremacy-230100585.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123710128","content_text":"(Bloomberg) -- Global electric vehicle supremacy will arrive by 2033 -- five years earlier than previously expected -- as tougher regulations and rising interest drive demand for zero-emission transportation, according to a new study.\nConsultant Ernst & Young LLP now sees EV sales outpacing fossil fuel-burners in 12 years in Europe, China and the U.S. -- the world’s largest auto markets. And by 2045, non-EV sales are seen plummeting to less than 1% of the global car market, EY forecast using an AI-powered prediction tool.\nStrict government mandates to combat climate change are driving demand in Europe and China, where automakers and consumers face rising financial penalties for selling and buying traditional gasoline and diesel-fueled cars. EY sees Europe leading the charge to electric, with zero-emission models outselling all other propulsion systems by 2028. That tipping point will arrive in China in 2033 and in the U.S. in 2036, EY predicts.\nThe U.S. lags the world’s other leading markets because fuel-economy regulations were eased during President Donald Trump’s administration. Since taking office in January, President Joe Biden has rejoined the Paris Climate Accord and proposed spending $174 billion to accelerate the shift to EVs, including installing a half-million charging stations across the country.\n“The regulatory environment from the Biden administration we view as a big contributor, because he has ambitious targets,” Randy Miller, EY’s global advanced manufacturing and mobility leader, said in an interview. “That impact in the Americas will have a supercharging effect.”\nThere also is a growing consumer appetite for EVs, from Tesla Inc.’s hot-selling Model 3 to new electric models coming from legacy automakers, such as General Motors Co.’s battery-powered Hummer truck and Ford Motor Co.’s F-150 Lightning pickup. Investments in battery powered models now top $230 billion from the world’s automakers, according to consultant AlixPartners.\n‘More Appealing’\n“Many more models that are much more appealing are coming out,” Miller said. “You factor that with the incentives, and those are the raw ingredients that are driving this more optimistic view.”\nThe EY study also sees the millennial generation, now in their late 20s and 30s, as helping to propel EV adoption. Those consumers, driven by a coronavirus-influenced rejection of ride-sharing and public transportation, are embracing car ownership. And 30% of them want to drive an EV, Miller said.\n“The view from the millennials that we’re seeing is clearly more inclination to want to buy EVs,” Miller said.\nAdditionally, the combination of government purchase incentives for EVs and proposed bans on internal combustion engines in cities and states are accelerating the adoption of battery-powered vehicles.\nEurope is forecast to lead in EV sales volumes until 2031, when China will become the world’s top market for electric vehicles.\nVehicles powered by gasoline and diesel are still predicted to make up around two-thirds of all light vehicle registrations in 2025, but that will mark a 12 percentage-point decrease from five years earlier. By 2030, EY predicts that non-EV cars will account for less than half of overall light vehicle registrations.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167407812,"gmtCreate":1624280833436,"gmtModify":1634008496516,"author":{"id":"3569130251209194","authorId":"3569130251209194","name":"Mainichi","avatar":"https://static.tigerbbs.com/d764cc5b53aab14a79aff20285bb7424","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569130251209194","authorIdStr":"3569130251209194"},"themes":[],"title":"","htmlText":"As long as there is Alibaba and Tencent, Chinese shares will never stop growing.","listText":"As long as there is Alibaba and Tencent, Chinese shares will never stop growing.","text":"As long as there is Alibaba and Tencent, Chinese shares will never stop growing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167407812","repostId":"2145081082","repostType":2,"isVote":1,"tweetType":1,"viewCount":4151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162579939,"gmtCreate":1624069558921,"gmtModify":1634011132293,"author":{"id":"3569130251209194","authorId":"3569130251209194","name":"Mainichi","avatar":"https://static.tigerbbs.com/d764cc5b53aab14a79aff20285bb7424","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569130251209194","authorIdStr":"3569130251209194"},"themes":[],"title":"","htmlText":"Liked","listText":"Liked","text":"Liked","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162579939","repostId":"1166679093","repostType":4,"repost":{"id":"1166679093","kind":"news","pubTimestamp":1624065234,"share":"https://www.laohunote.com/m/news/1166679093?lang=zh_CN&edition=full","pubTime":"2021-06-19 09:13","market":"us","language":"en","title":"3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%<blockquote>华尔街预测 3 只模因股票将暴跌超过 20%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166679093","media":"fool","summary":"Meme stocks have been all the rage so far this year. That's understandable, with several of them del","content":"<p>Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.</p><p><blockquote>今年到目前为止，模因股票一直风靡一时。这是可以理解的，其中一些公司实现了三位数甚至四位数的百分比增长。</blockquote></p><p> However, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.</p><p><blockquote>然而，上升的可能会下降。分析师预计，推动一些最受欢迎股票大幅上涨的在线狂热不会持续。以下是华尔街认为未来 12 个月内将暴跌 20% 以上的三只模因股票。</blockquote></p><p> AMC Entertainment</p><p><blockquote>AMC院线</blockquote></p><p> <b>AMC Entertainment</b>(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.</p><p><blockquote><b>AMC院线</b>（纽约证券交易所股票代码：AMC）被评为所有模因股票中表现最好的。今年迄今为止，这家电影院运营商的股价已飙升近 2,500%。</blockquote></p><p> The consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.</p><p><blockquote>不过，分析师的共识是，该股可能会损失当前价值的 90%。即使是 Refinitiv 调查的最乐观的分析师也对 AMC 的目标价比当前股价低 70% 以上。</blockquote></p><p> But isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.</p><p><blockquote>但AMC的业务不是在好转吗？是的。限制的放松使该公司能够重新开放99%的美国影院。随着州和地方政府施加的座位容量限制的提高，AMC 可能会受益。今年夏天和今年晚些时候上映的多部可能会大受欢迎的电影也会有所帮助。</blockquote></p><p> However, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.</p><p><blockquote>然而，华尔街显然认为AMC的股价已经远远领先于其业务前景。该股的交易价格比 COVID-19 大流行之前高出近八倍。</blockquote></p><p> Clover Health Investments</p><p><blockquote>三叶草健康投资</blockquote></p><p> Only a few days ago, it looked like&nbsp;<b>Clover Health Investments</b>(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.</p><p><blockquote>就在几天前，它看起来像<b>三叶草健康投资</b>（纳斯达克股票代码：CLOV）可能会将 AMC 推到最热门的模因股票一边。散户投资者将三叶草视为主要的空头挤压候选者。</blockquote></p><p> Since the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.</p><p><blockquote>自6月初以来，Clover Health的股价已上涨超过65%。然而，分析师预计这些涨势不会持续。该股的平均目标价比当前股价低25%。</blockquote></p><p> Clover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.</p><p><blockquote>Clover Health 的估值似乎确实失控了。该医疗保健股票目前的交易价格是过去 12 个月销售额的 170 多倍。这是一个令人鼻血的水平，特别是考虑到该公司是美国调查的对象。司法部和证券交易委员会。</blockquote></p><p> Still, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.</p><p><blockquote>尽管如此，Clover Health 今年仍有可能实现更好的财务业绩。该公司希望通过瞄准最初的医疗保险计划来大幅增加其会员数量。除了目前的 Medicare Advantage 业务之外，这代表着一个重大的新市场机会。</blockquote></p><p> Sundial Growers</p><p><blockquote>日晷生长器</blockquote></p><p> At one point earlier this year,&nbsp;<b>Sundial Growers</b>(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.</p><p><blockquote>今年早些时候，<b>日晷生长器</b>（纳斯达克股票代码：SNDL）似乎是成为模因股票中最大赢家的合法竞争者。加拿大大麻股票今年迄今已上涨超过 520%，然后回吐了大部分涨幅。然而，Sundial的股价在2021年仍上涨了一倍多。</blockquote></p><p> Analysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.</p><p><blockquote>分析师预计大麻股可能会进一步下跌。Sundial 的一致目标价较其当前股价折扣 23%。一位分析师甚至认为该股可能会下跌 55%。</blockquote></p><p> There certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.</p><p><blockquote>当然有理由对 Sundial 的核心大麻业务感到悲观。2021年第一季度，该公司的大麻净收入同比下降。尽管 Sundial 正在采取措施，希望能够扭转局面，但这些努力是否会成功还有待观察。</blockquote></p><p> Sundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.</p><p><blockquote>Sundial 的商业交易可能会让投资者有理由乐观。毕竟，由于其投资，该公司在第一季度公布了正调整后的息税折旧摊销前利润 (EBITDA)。</blockquote></p><p> However, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the&nbsp;<b>Nasdaq</b>&nbsp;stock exchange.</p><p><blockquote>然而，Sundial 用于进行这些投资的现金是以其股票进一步稀释为代价的。该公司无法承受任何额外的稀释，而不得不采取孤注一掷的措施来维持其上市<b>纳斯达克</b>证券交易所。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%<blockquote>华尔街预测 3 只模因股票将暴跌超过 20%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%<blockquote>华尔街预测 3 只模因股票将暴跌超过 20%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">fool</strong><span class=\"h-time small\">2021-06-19 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.</p><p><blockquote>今年到目前为止，模因股票一直风靡一时。这是可以理解的，其中一些公司实现了三位数甚至四位数的百分比增长。</blockquote></p><p> However, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.</p><p><blockquote>然而，上升的可能会下降。分析师预计，推动一些最受欢迎股票大幅上涨的在线狂热不会持续。以下是华尔街认为未来 12 个月内将暴跌 20% 以上的三只模因股票。</blockquote></p><p> AMC Entertainment</p><p><blockquote>AMC院线</blockquote></p><p> <b>AMC Entertainment</b>(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.</p><p><blockquote><b>AMC院线</b>（纽约证券交易所股票代码：AMC）被评为所有模因股票中表现最好的。今年迄今为止，这家电影院运营商的股价已飙升近 2,500%。</blockquote></p><p> The consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.</p><p><blockquote>不过，分析师的共识是，该股可能会损失当前价值的 90%。即使是 Refinitiv 调查的最乐观的分析师也对 AMC 的目标价比当前股价低 70% 以上。</blockquote></p><p> But isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.</p><p><blockquote>但AMC的业务不是在好转吗？是的。限制的放松使该公司能够重新开放99%的美国影院。随着州和地方政府施加的座位容量限制的提高，AMC 可能会受益。今年夏天和今年晚些时候上映的多部可能会大受欢迎的电影也会有所帮助。</blockquote></p><p> However, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.</p><p><blockquote>然而，华尔街显然认为AMC的股价已经远远领先于其业务前景。该股的交易价格比 COVID-19 大流行之前高出近八倍。</blockquote></p><p> Clover Health Investments</p><p><blockquote>三叶草健康投资</blockquote></p><p> Only a few days ago, it looked like&nbsp;<b>Clover Health Investments</b>(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.</p><p><blockquote>就在几天前，它看起来像<b>三叶草健康投资</b>（纳斯达克股票代码：CLOV）可能会将 AMC 推到最热门的模因股票一边。散户投资者将三叶草视为主要的空头挤压候选者。</blockquote></p><p> Since the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.</p><p><blockquote>自6月初以来，Clover Health的股价已上涨超过65%。然而，分析师预计这些涨势不会持续。该股的平均目标价比当前股价低25%。</blockquote></p><p> Clover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.</p><p><blockquote>Clover Health 的估值似乎确实失控了。该医疗保健股票目前的交易价格是过去 12 个月销售额的 170 多倍。这是一个令人鼻血的水平，特别是考虑到该公司是美国调查的对象。司法部和证券交易委员会。</blockquote></p><p> Still, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.</p><p><blockquote>尽管如此，Clover Health 今年仍有可能实现更好的财务业绩。该公司希望通过瞄准最初的医疗保险计划来大幅增加其会员数量。除了目前的 Medicare Advantage 业务之外，这代表着一个重大的新市场机会。</blockquote></p><p> Sundial Growers</p><p><blockquote>日晷生长器</blockquote></p><p> At one point earlier this year,&nbsp;<b>Sundial Growers</b>(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.</p><p><blockquote>今年早些时候，<b>日晷生长器</b>（纳斯达克股票代码：SNDL）似乎是成为模因股票中最大赢家的合法竞争者。加拿大大麻股票今年迄今已上涨超过 520%，然后回吐了大部分涨幅。然而，Sundial的股价在2021年仍上涨了一倍多。</blockquote></p><p> Analysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.</p><p><blockquote>分析师预计大麻股可能会进一步下跌。Sundial 的一致目标价较其当前股价折扣 23%。一位分析师甚至认为该股可能会下跌 55%。</blockquote></p><p> There certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.</p><p><blockquote>当然有理由对 Sundial 的核心大麻业务感到悲观。2021年第一季度，该公司的大麻净收入同比下降。尽管 Sundial 正在采取措施，希望能够扭转局面，但这些努力是否会成功还有待观察。</blockquote></p><p> Sundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.</p><p><blockquote>Sundial 的商业交易可能会让投资者有理由乐观。毕竟，由于其投资，该公司在第一季度公布了正调整后的息税折旧摊销前利润 (EBITDA)。</blockquote></p><p> However, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the&nbsp;<b>Nasdaq</b>&nbsp;stock exchange.</p><p><blockquote>然而，Sundial 用于进行这些投资的现金是以其股票进一步稀释为代价的。该公司无法承受任何额外的稀释，而不得不采取孤注一掷的措施来维持其上市<b>纳斯达克</b>证券交易所。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/\">fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDL":"SNDL Inc.","AMC":"AMC院线","CLOV":"Clover Health Corp"},"source_url":"https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166679093","content_text":"Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.\nHowever, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.\nAMC Entertainment\nAMC Entertainment(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.\nThe consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.\nBut isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.\nHowever, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.\nClover Health Investments\nOnly a few days ago, it looked like Clover Health Investments(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.\nSince the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.\nClover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.\nStill, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.\nSundial Growers\nAt one point earlier this year, Sundial Growers(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.\nAnalysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.\nThere certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.\nSundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.\nHowever, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the Nasdaq stock exchange.","news_type":1,"symbols_score_info":{"AMC":0.9,"SNDL":0.9,"CLOV":0.9}},"isVote":1,"tweetType":1,"viewCount":4276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162546166,"gmtCreate":1624069326455,"gmtModify":1634011137033,"author":{"id":"3569130251209194","authorId":"3569130251209194","name":"Mainichi","avatar":"https://static.tigerbbs.com/d764cc5b53aab14a79aff20285bb7424","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569130251209194","authorIdStr":"3569130251209194"},"themes":[],"title":"","htmlText":"AMD still has the potential to match with its top leading competitior from the demands of processors and graphic and lower cost alternative.&nbsp;","listText":"AMD still has the potential to match with its top leading competitior from the demands of processors and graphic and lower cost alternative.&nbsp;","text":"AMD still has the potential to match with its top leading competitior from the demands of processors and graphic and lower cost alternative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162546166","repostId":"1197160756","repostType":2,"repost":{"id":"1197160756","kind":"news","pubTimestamp":1623980251,"share":"https://www.laohunote.com/m/news/1197160756?lang=zh_CN&edition=full","pubTime":"2021-06-18 09:37","market":"us","language":"en","title":"1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛售 AMD 并购买 NVIDIA 的一大理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197160756","media":"Motley Fool","summary":"The graphics specialist enjoys a huge advantage over its smaller rival in an important market.","content":"<p><b>NVIDIA</b>&nbsp;(NASDAQ:NVDA)&nbsp;has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)&nbsp;to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided&nbsp;by Jon Peddie Research.</p><p><blockquote><b>英伟达</b>（纳斯达克股票代码：NVDA）尽管做出了最大努力，但仍在独立图形处理单元 (GPU) 市场占据主导地位<b>先进微器件</b>（纳斯达克股票代码：AMD）将在这个利润丰厚的领域获得份额。根据 Jon Peddie Research 提供的最新市场份额数据，NVIDIA 没有表现出失去对显卡市场控制的迹象。</blockquote></p><p> Let's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.</p><p><blockquote>让我们看看为什么这对 NVIDIA 来说是个好兆头，并使其成为比主要竞争对手 AMD 更好的选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94007897775e469423cc8a3d1e55440d\" tg-width=\"700\" tg-height=\"393\"><span>IMAGE SOURCE: GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社</span></p></blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIA&nbsp;finished 2020 with&nbsp;82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年结束时控制了82%的独立显卡市场，而AMD占据了其余部分。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched the&nbsp;RTX 30 series cards&nbsp;toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were&nbsp;making a nice dent&nbsp;in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出RTX 30系列显卡以来，该公司一直在输给英伟达。在RTX 30系列卡到来之前，AMD正处于复兴模式——一年前，它的Navi GPU在英伟达的显卡霸主地位上取得了良好的进展。但现在情况已经不同了。</blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年控制了82%的独立显卡市场，而AMD占据了其余的份额。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出TX 30系列卡以来，该公司一直在输给英伟达。在 RTX 30 系列显卡问世之前，AMD 正处于复兴模式——其 Navi GPU 正在与一年前 NVIDIA 显卡霸主地位相媲美。但现在情况已经不同了。</blockquote></p><p> Jon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a&nbsp;jump in the average selling prices&nbsp;(ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.</p><p><blockquote>Jon Peddie Research 估计，独立 GPU 出货量同比增长 24.4%。由于巨大需求和供应短缺导致平均销售价格 (ASP) 飙升，该市场在第一季度创造了 125 亿美元的收入，比去年同期增长了 370%。英伟达巨大的市场份额意味着它从这次飙升中获益匪浅，这反映在其第一季度的业绩中。</blockquote></p><p> NVIDIA's gaming revenue more than doubled&nbsp;year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.</p><p><blockquote>2022 财年第一季度，英伟达的游戏收入同比增长一倍多，达到 27.6 亿美元。AMD 的计算和图形部门（还包括 Ryzen 台式机和笔记本电脑处理器的销售）在第一季度以相对较慢的速度同比增长 46%，达到 21 亿美元。</blockquote></p><p> Jon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.</p><p><blockquote>Jon Peddie Research 估计，到 2025 年，独立 GPU 市场价值可能达到 540 亿美元，而去年为 236 亿美元。英伟达的主导地位应该使其能够在未来占据很大一部分份额，特别是考虑到其加强自身地位的举措。</blockquote></p><p> <b>AMD's resistance may not be enough</b></p><p><blockquote><b>AMD的阻力可能还不够</b></blockquote></p><p> AMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.</p><p><blockquote>AMD一直在试图与英伟达抗衡，上季度确实取得了一些进展，市场份额环比增长了一个百分点。然而，AMD现在正在寻求通过一项新技术FidelityFX超级分辨率（FSR）来提升其游戏。这将与英伟达的深度学习超级采样（DLSS）图像放大技术竞争，该技术有助于游戏看起来更好，运行更流畅。</blockquote></p><p> AMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.</p><p><blockquote>AMD的内部测试声称，其新技术可以帮助游戏在超高质量设置下以59%的帧速率运行。该芯片制造商还声称，使用性能设置，FSR可以将某些游戏的游戏性能提高2.5倍。此外，AMD表示，由于其开源性质，FSR支持广泛的硬件，包括100多个处理器和显卡。</blockquote></p><p> FSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second&nbsp;generation.</p><p><blockquote>FSR将于6月22日推出，它可能会给AMD在GPU市场带来一个很好的推动。然而，只有时间才能证明这项新技术是否会转化为 AMD 的销售，因为其竞争对手的 DLSS 技术已经进入第二代。</blockquote></p><p> However, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.</p><p><blockquote>然而，值得注意的是，英伟达正试图通过新的发布来覆盖尽可能多的GPU市场。该公司最近发布了RTX 3080 Ti和RTX 3070 Ti GPU，售价分别为1199美元和599美元。NVIDIA为旧显卡的用户提供了升级这些显卡的充分理由。它声称RTX 3080 Ti的速度是旧的GTX 1080 Ti的两倍，而RTX 3070 Ti的性能是RTX 2070 Super的1.5倍。</blockquote></p><p></p><p> NVIDIA is also&nbsp;stepping up its game&nbsp;in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.</p><p><blockquote>随着入门级显卡的推出，英伟达也在加强其在笔记本电脑市场的博弈。该公司现在提供140多种由RTX 30卡驱动的笔记本电脑型号，价格范围广泛。这使得英伟达在快速增长的游戏笔记本电脑市场占据了稳固的地位，预计到2027年，该市场的收入将达到156亿美元，而2019年为90亿美元。</blockquote></p><p> All of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have&nbsp;yet to upgrade&nbsp;to its latest cards.</p><p><blockquote>所有这些都表明，英伟达的游戏业务可以在未来很长一段时间内保持其惊人的增长水平，特别是考虑到大量游戏玩家尚未升级到其最新显卡。</blockquote></p><p> Meanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a&nbsp;top growth stock&nbsp;to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.</p><p><blockquote>与此同时，AMD游戏业务的增长远不及英伟达，鉴于后者在这一领域的霸主地位，这种情况不太可能改变。这就是为什么希望利用独立显卡蓬勃发展的市场并将一只顶级增长股票添加到其投资组合中的投资者应该选择 NVIDIA。游戏是其最大的收入来源，这项业务可能会在很长一段时间内保持火爆。</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>1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛售 AMD 并购买 NVIDIA 的一大理由</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\">\n1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛售 AMD 并购买 NVIDIA 的一大理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-06-18 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>NVIDIA</b>&nbsp;(NASDAQ:NVDA)&nbsp;has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)&nbsp;to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided&nbsp;by Jon Peddie Research.</p><p><blockquote><b>英伟达</b>（纳斯达克股票代码：NVDA）尽管做出了最大努力，但仍在独立图形处理单元 (GPU) 市场占据主导地位<b>先进微器件</b>（纳斯达克股票代码：AMD）将在这个利润丰厚的领域获得份额。根据 Jon Peddie Research 提供的最新市场份额数据，NVIDIA 没有表现出失去对显卡市场控制的迹象。</blockquote></p><p> Let's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.</p><p><blockquote>让我们看看为什么这对 NVIDIA 来说是个好兆头，并使其成为比主要竞争对手 AMD 更好的选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94007897775e469423cc8a3d1e55440d\" tg-width=\"700\" tg-height=\"393\"><span>IMAGE SOURCE: GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社</span></p></blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIA&nbsp;finished 2020 with&nbsp;82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年结束时控制了82%的独立显卡市场，而AMD占据了其余部分。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched the&nbsp;RTX 30 series cards&nbsp;toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were&nbsp;making a nice dent&nbsp;in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出RTX 30系列显卡以来，该公司一直在输给英伟达。在RTX 30系列卡到来之前，AMD正处于复兴模式——一年前，它的Navi GPU在英伟达的显卡霸主地位上取得了良好的进展。但现在情况已经不同了。</blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年控制了82%的独立显卡市场，而AMD占据了其余的份额。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出TX 30系列卡以来，该公司一直在输给英伟达。在 RTX 30 系列显卡问世之前，AMD 正处于复兴模式——其 Navi GPU 正在与一年前 NVIDIA 显卡霸主地位相媲美。但现在情况已经不同了。</blockquote></p><p> Jon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a&nbsp;jump in the average selling prices&nbsp;(ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.</p><p><blockquote>Jon Peddie Research 估计，独立 GPU 出货量同比增长 24.4%。由于巨大需求和供应短缺导致平均销售价格 (ASP) 飙升，该市场在第一季度创造了 125 亿美元的收入，比去年同期增长了 370%。英伟达巨大的市场份额意味着它从这次飙升中获益匪浅，这反映在其第一季度的业绩中。</blockquote></p><p> NVIDIA's gaming revenue more than doubled&nbsp;year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.</p><p><blockquote>2022 财年第一季度，英伟达的游戏收入同比增长一倍多，达到 27.6 亿美元。AMD 的计算和图形部门（还包括 Ryzen 台式机和笔记本电脑处理器的销售）在第一季度以相对较慢的速度同比增长 46%，达到 21 亿美元。</blockquote></p><p> Jon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.</p><p><blockquote>Jon Peddie Research 估计，到 2025 年，独立 GPU 市场价值可能达到 540 亿美元，而去年为 236 亿美元。英伟达的主导地位应该使其能够在未来占据很大一部分份额，特别是考虑到其加强自身地位的举措。</blockquote></p><p> <b>AMD's resistance may not be enough</b></p><p><blockquote><b>AMD的阻力可能还不够</b></blockquote></p><p> AMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.</p><p><blockquote>AMD一直在试图与英伟达抗衡，上季度确实取得了一些进展，市场份额环比增长了一个百分点。然而，AMD现在正在寻求通过一项新技术FidelityFX超级分辨率（FSR）来提升其游戏。这将与英伟达的深度学习超级采样（DLSS）图像放大技术竞争，该技术有助于游戏看起来更好，运行更流畅。</blockquote></p><p> AMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.</p><p><blockquote>AMD的内部测试声称，其新技术可以帮助游戏在超高质量设置下以59%的帧速率运行。该芯片制造商还声称，使用性能设置，FSR可以将某些游戏的游戏性能提高2.5倍。此外，AMD表示，由于其开源性质，FSR支持广泛的硬件，包括100多个处理器和显卡。</blockquote></p><p> FSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second&nbsp;generation.</p><p><blockquote>FSR将于6月22日推出，它可能会给AMD在GPU市场带来一个很好的推动。然而，只有时间才能证明这项新技术是否会转化为 AMD 的销售，因为其竞争对手的 DLSS 技术已经进入第二代。</blockquote></p><p> However, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.</p><p><blockquote>然而，值得注意的是，英伟达正试图通过新的发布来覆盖尽可能多的GPU市场。该公司最近发布了RTX 3080 Ti和RTX 3070 Ti GPU，售价分别为1199美元和599美元。NVIDIA为旧显卡的用户提供了升级这些显卡的充分理由。它声称RTX 3080 Ti的速度是旧的GTX 1080 Ti的两倍，而RTX 3070 Ti的性能是RTX 2070 Super的1.5倍。</blockquote></p><p></p><p> NVIDIA is also&nbsp;stepping up its game&nbsp;in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.</p><p><blockquote>随着入门级显卡的推出，英伟达也在加强其在笔记本电脑市场的博弈。该公司现在提供140多种由RTX 30卡驱动的笔记本电脑型号，价格范围广泛。这使得英伟达在快速增长的游戏笔记本电脑市场占据了稳固的地位，预计到2027年，该市场的收入将达到156亿美元，而2019年为90亿美元。</blockquote></p><p> All of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have&nbsp;yet to upgrade&nbsp;to its latest cards.</p><p><blockquote>所有这些都表明，英伟达的游戏业务可以在未来很长一段时间内保持其惊人的增长水平，特别是考虑到大量游戏玩家尚未升级到其最新显卡。</blockquote></p><p> Meanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a&nbsp;top growth stock&nbsp;to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.</p><p><blockquote>与此同时，AMD游戏业务的增长远不及英伟达，鉴于后者在这一领域的霸主地位，这种情况不太可能改变。这就是为什么希望利用独立显卡蓬勃发展的市场并将一只顶级增长股票添加到其投资组合中的投资者应该选择 NVIDIA。游戏是其最大的收入来源，这项业务可能会在很长一段时间内保持火爆。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/17/1-big-reason-to-dump-amd-and-buy-nvidia/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/06/17/1-big-reason-to-dump-amd-and-buy-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197160756","content_text":"NVIDIA (NASDAQ:NVDA) has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of Advanced Micro Devices(NASDAQ:AMD) to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided by Jon Peddie Research.\nLet's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.\nIMAGE SOURCE: GETTY IMAGES\nNVIDIA stamps its authority on graphics cards once again\nNVIDIA finished 2020 with 82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.\nAMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched the RTX 30 series cards toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were making a nice dent in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.\nNVIDIA stamps its authority on graphics cards once again\nNVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.\nAMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.\nJon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a jump in the average selling prices (ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.\nNVIDIA's gaming revenue more than doubled year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.\nJon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.\nAMD's resistance may not be enough\nAMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.\nAMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.\nFSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second generation.\nHowever, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.\nNVIDIA is also stepping up its game in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.\nAll of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have yet to upgrade to its latest cards.\nMeanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a top growth stock to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.","news_type":1,"symbols_score_info":{"NVDA":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":3864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322219697,"gmtCreate":1615809118419,"gmtModify":1703493306483,"author":{"id":"3569130251209194","authorId":"3569130251209194","name":"Mainichi","avatar":"https://static.tigerbbs.com/d764cc5b53aab14a79aff20285bb7424","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569130251209194","authorIdStr":"3569130251209194"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322219697","repostId":"1164885443","repostType":4,"repost":{"id":"1164885443","kind":"news","pubTimestamp":1615805768,"share":"https://www.laohunote.com/m/news/1164885443?lang=zh_CN&edition=full","pubTime":"2021-03-15 18:56","market":"us","language":"en","title":"10 Stocks That Are Vulnerable to a Blowup<blockquote>10只容易爆炸的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164885443","media":"Barrons","summary":"Avoiding stock blowups is in every investor’s interest, but it’s getting a bit tougher.Many companie","content":"<p>Avoiding stock blowups is in every investor’s interest, but it’s getting a bit tougher.</p><p><blockquote>避免股市暴跌符合每个投资者的利益，但这变得越来越困难。</blockquote></p><p>Many companies that beat fourth-quarter estimates haven’t been rewarded with higher share prices. High-growth stocks are facing steeper hurdles from rising bond yields. Investors appear to be rotating from growth to value and into sectors with more exposure to a cyclical economic recovery.</p><p><blockquote>许多第四季度业绩超出预期的公司并没有获得更高的股价回报。高增长股票正面临债券收益率上升带来的更严峻障碍。投资者似乎正在从增长转向价值，并转向更容易受到周期性经济复苏影响的行业。</blockquote></p><p>Quite simply, fatigue may be setting into overcrowded trades and investment themes—whether those are alternative-meat producers, a travel recovery, green energy, or the continued domination of Big Tech.</p><p><blockquote>很简单，疲劳可能会进入过度拥挤的行业和投资主题——无论是替代肉类生产商、旅游复苏、绿色能源，还是大型科技公司的持续主导地位。</blockquote></p><p>Against that backdrop, investors may want to tread cautiously. One way to do so: Avoid stocks with low earnings quality and high short interest—meaning there are short positions, or bearish bets, on a large percentage of a company’s shares outstanding. (A short position is when investors borrow and then sell shares, betting that a stock’s price will fall so they can buy shares back at a cheaper price.) Stocks with that combination of attributes may be most at risk of underperforming or blowing up, according to Wolfe Research.</p><p><blockquote>在此背景下，投资者可能需要谨慎行事。一种方法是：避开盈利质量低、空头利息高的股票--这意味着公司很大一部分流通股存在空头头寸或看跌押注。(空头头寸是指投资者借入股票，然后卖出股票，押注股票价格会下跌，这样他们就可以以更便宜的价格买回股票）。沃尔夫研究公司（Wolfe Research）认为，具有这种属性组合的股票可能最有可能表现不佳或暴跌。</blockquote></p><p>The firm ranks stocks on a relative basis within sectors by scoring earnings quality on seven financial measures, while also looking at valuation and sentiment indicators, based on fourth-quarter financials.</p><p><blockquote>该公司通过对七项财务指标的盈利质量进行评分，同时根据第四季度财务数据查看估值和情绪指标，在行业内对股票进行相对排名。</blockquote></p><p>Wolfe calls stocks scoring in the bottom 10% of earnings quality, while also seeing high short interest, “our highest conviction cohort of stocks to avoid.”</p><p><blockquote>沃尔夫-评级的股票在盈利质量中得分垫底 10%，同时空头兴趣也很高，“这是我们最值得回避的股票”。</blockquote></p><p>One caveat: Low-quality stocks have been a popular trade—fueled by ample market liquidity and demand for riskier assets. High short interest also primes a stock for a short-squeeze, whereby traders who are short buy the stock to cover their positions, exerting upward pressure on the price. Nothing illustrates that dynamic more than the frenzied trading around GameStop (ticker: GME) this year.</p><p><blockquote>一个警告：低质量股票一直是一种受欢迎的交易——这是由充足的市场流动性和对风险较高资产的需求推动的。高空头利息也为股票做空做好了准备，做空的交易者购买股票以弥补头寸，从而对价格施加上行压力。没有什么比今年围绕游戏驿站（股票代码：GME）的疯狂交易更能说明这种动态了。</blockquote></p><p>Beauty products maker Coty (COTY), for example, shows up on Wolfe’s screen. But it may have already had its blowup, falling 15% the day it released its earnings report in February. Barron’s was bullish on the stock in the aftermath, and it has been moving up since then.</p><p><blockquote>例如，美容产品制造商科蒂（Coty）就出现在沃尔夫的屏幕上。但它可能已经经历了爆炸，在 2 月份发布收益报告的当天下跌了 15%。《巴伦周刊》随后看好该股，此后该股一直在上涨。</blockquote></p><p>Nonetheless, plenty of other stocks on Wolfe’s watch list do seem vulnerable. Many have surged in a reopening trade or company-specific dynamics, and all trade at steep valuations. Here are 10 stocks from Wolfe’s list:</p><p><blockquote>尽管如此，沃尔夫观察名单上的许多其他股票似乎确实很脆弱。许多公司在重新开放的交易或公司特定动态中飙升，并且所有交易的估值都很高。以下是沃尔夫名单中的 10 只股票：</blockquote></p><p>Carvana (CVNA), for instance, has been a blockbuster, gaining 535% over the last 52 weeks. Investors appear to have decided that it is a disruptive force in car buying and that a pandemic-fueled shift to online sales has accelerated its momentum. However, Carvana isn’t close to reporting a profit, and is expected to lose $1.96 a share this year and 97 cents in 2022.</p><p><blockquote>例如，Carvana (CVNA) 就一鸣惊人，在过去 52 周内上涨了 535%。投资者似乎已经认定它是汽车购买的一股颠覆性力量，而大流行推动的向在线销售的转变加速了其势头。不过，Carvana 还没有接近盈利，预计今年每股亏损 1.96 美元，2022 年每股亏损 97 美分。</blockquote></p><p>The stock is up around 11% this year, but it has been wobbling lately and is down from its 52-week high around $315, trading recently at $287. Short interest is high at 22% of the shares outstanding, according to FactSet.</p><p><blockquote>该股今年上涨了约 11%，但最近一直在波动，并从 315 美元左右的 52 周高点回落，最近交易价格为 287 美元。FactSet 的数据显示，空头权益很高，占流通股的 22%。</blockquote></p><p>Expedia Group (EXPE) has surged 32% this year. Investors expect online bookings volume to soar as consumers head for vacations this summer and fall. Wall Street doesn’t see Expedia Group earning a profit this year but expects big gains in 2022 with earnings per share of $6.04. At recent prices around $175, shares trade at 28 times 2022 earnings, a 40% premium to the S&amp;P 500 ‘s multiple of 20 times.</p><p><blockquote>Expedia Group (EXPE) 今年股价飙升 32%。投资者预计，随着消费者今年夏天和秋天前往度假，在线预订量将飙升。华尔街预计 Expedia 集团今年不会盈利，但预计 2022 年将实现大幅增长，每股收益将达到 6.04 美元。以最近 175 美元左右的价格计算，该股的交易价格是 2022 年市盈率的 28 倍，比标普500的 20 倍市盈率溢价 40%。</blockquote></p><p>Norwegian Cruise Line Holdings (NCLH) is also trading on hopes for a travel rebound in 2022. Wall Street expects revenues of $1.6 billion this year, up from $1.3 billion in 2020. But the stock is riding on expectations of a surge to $6 billion in revenue in 2022. Analysts are looking for earnings of 62 cents a share in 2022, up from an expected loss of $5.87 a share this year. The stock has climbed 218% in the last 52 weeks, and it is powering ahead this year, up 21% so far.</p><p><blockquote>挪威邮轮控股公司 (NCLH) 也寄希望于 2022 年旅游业反弹。华尔街预计今年的收入为 16 亿美元，高于 2020 年的 13 亿美元。但该股预计 2022 年收入将飙升至 60 亿美元。分析师预计 2022 年每股收益为 62 美分，高于今年预期的每股亏损 5.87 美元。该股在过去 52 周内上涨了 218%，今年迄今已上涨 21%。</blockquote></p><p>It’s hardly cheap, though, at 50 times estimated 2022 profits. About 13% of the shares are held short, according to FactSet.</p><p><blockquote>不过，它并不便宜，是 2022 年预计利润的 50 倍。FactSet 的数据显示，约 13% 的股票被做空。</blockquote></p><p>Lyft (LYFT) also fits into the reopening theme; shares are up 178% in the last 52 weeks, including a 35% gain this year. Ride-sharing could pick up as more people head to work, meetings, and evenings out.</p><p><blockquote>Lyft（Lyft）也符合重新开放的主题；股价在过去 52 周内上涨了 178%，其中今年上涨了 35%。随着越来越多的人去上班、开会和晚上外出，拼车可能会流行起来。</blockquote></p><p>However, Lyft and its chief rival Uber Technologies (UBER) face rising labor costs and regulatory hurdles in Europe and other regions. Wall Street sees Lyft losing $1.08 a share this year and turning a modest profit of 17 cents in 2022. That gives it a multiple of 379 times 2022 earnings. Short interest is around 9%.</p><p><blockquote>然而，Lyft及其主要竞争对手优步科技公司（Uber）在欧洲和其他地区面临着不断上涨的劳动力成本和监管障碍。华尔街预计Lyft今年每股亏损 1.08 美元，2022 年将实现 17 美分的小幅利润。这使得其市盈率是 2022 年市盈率的 379 倍。空头利息约为9%。</blockquote></p><p>Restoration Hardware parent Restoration Hardware (RH) has been a stay-at-home winner. The stock soared 338% over the last year and it’s ahead 5% this year. The company is profitable, expected to earn $19.17 a share this year, up from an estimated $17.05 in 2020. But the stock hit a rough patch in early March as high-growth, high-multiple stocks sold off.</p><p><blockquote>Restoration Hardware 母公司 Restoration Hardware (RH) 一直是居家服务的赢家。该股去年飙升 338%，今年上涨 5%。该公司实现盈利，预计今年每股收益为 19.17 美元，高于 2020 年预计的 17.05 美元。但由于高增长、高倍数的股票遭到抛售，该股在 3 月初遭遇了一段艰难时期。</blockquote></p><p></p><p>RH trades at 22 times 2022 earnings, which doesn’t look excessive. But It is now vulnerable to a blowup, according to Wolfe, with short-interest at 11% of the float.</p><p><blockquote>RH 的市盈率是 2022 年市盈率的 22 倍，看起来并不算过分。但沃尔夫表示，它现在很容易受到爆炸的影响，空头权益占流通量的 11%。</blockquote></p><p>Beyond Meat (BYND) has long been a battleground between alt-meat bulls and bears. The stock has surged 93% over the last 52 weeks, defying the bears, but at recent prices around $142, it’s off 36% from its 52-week high of $221.</p><p><blockquote>Beyond Meat（BYND）长期以来一直是另类肉类多头和空头之间的战场。该股在过去 52 周内大涨 93%，无视空头，但近期股价在 142 美元左右，比 52 周高点 221 美元下跌了 36%。</blockquote></p><p>The alt-meat trend is going strong, and Beyond is working its way into more restaurants and supermarkets, while expanding its product line. But alt-meat rivals are gaining traction. Beyond’s profits aren’t expected to roll in until 2022, when the firm is anticipated to earn 23 cents a share. At that level of profit, the stock trades at 621 times earnings.</p><p><blockquote>另类肉类趋势越来越强劲，Beyond正在进入更多的餐馆和超市，同时扩大其产品线。但另类肉类竞争对手正在获得关注。Beyond 的利润预计要到 2022 年才能滚动，届时该公司预计每股收益为 23 美分。在该利润水平下，该股的交易价格为市盈率的 621 倍。</blockquote></p><p>Stocks like Beyond trade on underlying business momentum, making earnings less of a share-price driver. Still, it isn’t encouraging that Wall Street sees the losses piling up. Per-share estimates for 2021 have been lowered 12% in the last week, according to FactSet, and 2021 estimates are down 190% in the past three months.</p><p><blockquote>Beyond 等股票的交易取决于潜在的业务动力，使得盈利不再是股价的驱动因素。尽管如此，华尔街看到亏损不断累积，这并不令人鼓舞。FactSet 的数据显示，上周 2021 年的每股预期下调了 12%，而 2021 年的预期在过去三个月中下调了 190%。</blockquote></p><p>Meanwhile, First Solar (FSLR) is riding a wave of investor demand for green stocks from ESG funds and others looking for exposure to clean energy. The company, which makes solar power systems and modules, has gained 124% over the last 52 weeks. The company has reported strong sales and bookings, but the stock is also baking in friendly climate policies from the Biden administration.</p><p><blockquote>与此同时，First Solar (FSLR) 正乘着 ESG 基金和其他寻求投资清洁能源的公司对绿色股票的投资者需求浪潮。这家生产太阳能系统和组件的公司在过去 52 周内上涨了 124%。该公司报告销售额和预订量强劲，但该股也受到拜登政府友好气候政策的影响。</blockquote></p><p>The stock has been wavering, however, after its big run. It has slumped 17% this year and it’s off more than 20% from 52-week highs around $112, recently trading around $82. Despite a favorable backdrop for green energy, First Solar’s sales and earnings are expected to fall slightly from 2021 to 2022. The stock trades at 24 times 2022 earnings, a premium to the market.</p><p><blockquote>然而，该股在大幅上涨后一直在波动。今年已下跌 17%，较 52 周高点 112 美元左右（最近交易价格约为 82 美元）下跌了 20% 以上。尽管绿色能源的背景有利，但First Solar的销售额和盈利预计将在 2021 年至 2022 年略有下降。该股的交易价格是 2022 年市盈率的 24 倍，高于市场。</blockquote></p><p>Other large-cap stocks that make Wolfe’s blowup watch list include BioMarin Pharmaceutical (BMRN), Zendesk (ZEN), and Advanced Micro Devices (AMD). Zendesk and AMD are each up more than 100% over the last year, while BioMarin has been flat. All trade at steep valuations, with Zendesk topping the list at 130 times 2022 earnings estimates.</p><p><blockquote>沃尔夫关注名单上的其他大盘股包括拜玛林制药（BMRN）、Zendesk（ZEN）和先进微设备公司（AMD）。Zendesk 和 AMD 去年的涨幅均超过 100%，而 BioMarin 则持平。所有交易的估值都很高，其中 Zendesk 以 2022 年盈利预期的 130 倍位居榜首。</blockquote></p><p>A blowup may not be imminent in any of these names, but stocks without a significant profit in sight may fall sharply if market jitters resurface and investors start to appreciate higher earnings quality.</p><p><blockquote>这些股票的爆炸可能不会迫在眉睫，但如果市场紧张情绪再次出现并且投资者开始欣赏更高的盈利质量，看不到可观利润的股票可能会大幅下跌。</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>10 Stocks That Are Vulnerable to a Blowup<blockquote>10只容易爆炸的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n10 Stocks That Are Vulnerable to a Blowup<blockquote>10只容易爆炸的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-15 18:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Avoiding stock blowups is in every investor’s interest, but it’s getting a bit tougher.</p><p><blockquote>避免股市暴跌符合每个投资者的利益，但这变得越来越困难。</blockquote></p><p>Many companies that beat fourth-quarter estimates haven’t been rewarded with higher share prices. High-growth stocks are facing steeper hurdles from rising bond yields. Investors appear to be rotating from growth to value and into sectors with more exposure to a cyclical economic recovery.</p><p><blockquote>许多第四季度业绩超出预期的公司并没有获得更高的股价回报。高增长股票正面临债券收益率上升带来的更严峻障碍。投资者似乎正在从增长转向价值，并转向更容易受到周期性经济复苏影响的行业。</blockquote></p><p>Quite simply, fatigue may be setting into overcrowded trades and investment themes—whether those are alternative-meat producers, a travel recovery, green energy, or the continued domination of Big Tech.</p><p><blockquote>很简单，疲劳可能会进入过度拥挤的行业和投资主题——无论是替代肉类生产商、旅游复苏、绿色能源，还是大型科技公司的持续主导地位。</blockquote></p><p>Against that backdrop, investors may want to tread cautiously. One way to do so: Avoid stocks with low earnings quality and high short interest—meaning there are short positions, or bearish bets, on a large percentage of a company’s shares outstanding. (A short position is when investors borrow and then sell shares, betting that a stock’s price will fall so they can buy shares back at a cheaper price.) Stocks with that combination of attributes may be most at risk of underperforming or blowing up, according to Wolfe Research.</p><p><blockquote>在此背景下，投资者可能需要谨慎行事。一种方法是：避开盈利质量低、空头利息高的股票--这意味着公司很大一部分流通股存在空头头寸或看跌押注。(空头头寸是指投资者借入股票，然后卖出股票，押注股票价格会下跌，这样他们就可以以更便宜的价格买回股票）。沃尔夫研究公司（Wolfe Research）认为，具有这种属性组合的股票可能最有可能表现不佳或暴跌。</blockquote></p><p>The firm ranks stocks on a relative basis within sectors by scoring earnings quality on seven financial measures, while also looking at valuation and sentiment indicators, based on fourth-quarter financials.</p><p><blockquote>该公司通过对七项财务指标的盈利质量进行评分，同时根据第四季度财务数据查看估值和情绪指标，在行业内对股票进行相对排名。</blockquote></p><p>Wolfe calls stocks scoring in the bottom 10% of earnings quality, while also seeing high short interest, “our highest conviction cohort of stocks to avoid.”</p><p><blockquote>沃尔夫-评级的股票在盈利质量中得分垫底 10%，同时空头兴趣也很高，“这是我们最值得回避的股票”。</blockquote></p><p>One caveat: Low-quality stocks have been a popular trade—fueled by ample market liquidity and demand for riskier assets. High short interest also primes a stock for a short-squeeze, whereby traders who are short buy the stock to cover their positions, exerting upward pressure on the price. Nothing illustrates that dynamic more than the frenzied trading around GameStop (ticker: GME) this year.</p><p><blockquote>一个警告：低质量股票一直是一种受欢迎的交易——这是由充足的市场流动性和对风险较高资产的需求推动的。高空头利息也为股票做空做好了准备，做空的交易者购买股票以弥补头寸，从而对价格施加上行压力。没有什么比今年围绕游戏驿站（股票代码：GME）的疯狂交易更能说明这种动态了。</blockquote></p><p>Beauty products maker Coty (COTY), for example, shows up on Wolfe’s screen. But it may have already had its blowup, falling 15% the day it released its earnings report in February. Barron’s was bullish on the stock in the aftermath, and it has been moving up since then.</p><p><blockquote>例如，美容产品制造商科蒂（Coty）就出现在沃尔夫的屏幕上。但它可能已经经历了爆炸，在 2 月份发布收益报告的当天下跌了 15%。《巴伦周刊》随后看好该股，此后该股一直在上涨。</blockquote></p><p>Nonetheless, plenty of other stocks on Wolfe’s watch list do seem vulnerable. Many have surged in a reopening trade or company-specific dynamics, and all trade at steep valuations. Here are 10 stocks from Wolfe’s list:</p><p><blockquote>尽管如此，沃尔夫观察名单上的许多其他股票似乎确实很脆弱。许多公司在重新开放的交易或公司特定动态中飙升，并且所有交易的估值都很高。以下是沃尔夫名单中的 10 只股票：</blockquote></p><p>Carvana (CVNA), for instance, has been a blockbuster, gaining 535% over the last 52 weeks. Investors appear to have decided that it is a disruptive force in car buying and that a pandemic-fueled shift to online sales has accelerated its momentum. However, Carvana isn’t close to reporting a profit, and is expected to lose $1.96 a share this year and 97 cents in 2022.</p><p><blockquote>例如，Carvana (CVNA) 就一鸣惊人，在过去 52 周内上涨了 535%。投资者似乎已经认定它是汽车购买的一股颠覆性力量，而大流行推动的向在线销售的转变加速了其势头。不过，Carvana 还没有接近盈利，预计今年每股亏损 1.96 美元，2022 年每股亏损 97 美分。</blockquote></p><p>The stock is up around 11% this year, but it has been wobbling lately and is down from its 52-week high around $315, trading recently at $287. Short interest is high at 22% of the shares outstanding, according to FactSet.</p><p><blockquote>该股今年上涨了约 11%，但最近一直在波动，并从 315 美元左右的 52 周高点回落，最近交易价格为 287 美元。FactSet 的数据显示，空头权益很高，占流通股的 22%。</blockquote></p><p>Expedia Group (EXPE) has surged 32% this year. Investors expect online bookings volume to soar as consumers head for vacations this summer and fall. Wall Street doesn’t see Expedia Group earning a profit this year but expects big gains in 2022 with earnings per share of $6.04. At recent prices around $175, shares trade at 28 times 2022 earnings, a 40% premium to the S&amp;P 500 ‘s multiple of 20 times.</p><p><blockquote>Expedia Group (EXPE) 今年股价飙升 32%。投资者预计，随着消费者今年夏天和秋天前往度假，在线预订量将飙升。华尔街预计 Expedia 集团今年不会盈利，但预计 2022 年将实现大幅增长，每股收益将达到 6.04 美元。以最近 175 美元左右的价格计算，该股的交易价格是 2022 年市盈率的 28 倍，比标普500的 20 倍市盈率溢价 40%。</blockquote></p><p>Norwegian Cruise Line Holdings (NCLH) is also trading on hopes for a travel rebound in 2022. Wall Street expects revenues of $1.6 billion this year, up from $1.3 billion in 2020. But the stock is riding on expectations of a surge to $6 billion in revenue in 2022. Analysts are looking for earnings of 62 cents a share in 2022, up from an expected loss of $5.87 a share this year. The stock has climbed 218% in the last 52 weeks, and it is powering ahead this year, up 21% so far.</p><p><blockquote>挪威邮轮控股公司 (NCLH) 也寄希望于 2022 年旅游业反弹。华尔街预计今年的收入为 16 亿美元，高于 2020 年的 13 亿美元。但该股预计 2022 年收入将飙升至 60 亿美元。分析师预计 2022 年每股收益为 62 美分，高于今年预期的每股亏损 5.87 美元。该股在过去 52 周内上涨了 218%，今年迄今已上涨 21%。</blockquote></p><p>It’s hardly cheap, though, at 50 times estimated 2022 profits. About 13% of the shares are held short, according to FactSet.</p><p><blockquote>不过，它并不便宜，是 2022 年预计利润的 50 倍。FactSet 的数据显示，约 13% 的股票被做空。</blockquote></p><p>Lyft (LYFT) also fits into the reopening theme; shares are up 178% in the last 52 weeks, including a 35% gain this year. Ride-sharing could pick up as more people head to work, meetings, and evenings out.</p><p><blockquote>Lyft（Lyft）也符合重新开放的主题；股价在过去 52 周内上涨了 178%，其中今年上涨了 35%。随着越来越多的人去上班、开会和晚上外出，拼车可能会流行起来。</blockquote></p><p>However, Lyft and its chief rival Uber Technologies (UBER) face rising labor costs and regulatory hurdles in Europe and other regions. Wall Street sees Lyft losing $1.08 a share this year and turning a modest profit of 17 cents in 2022. That gives it a multiple of 379 times 2022 earnings. Short interest is around 9%.</p><p><blockquote>然而，Lyft及其主要竞争对手优步科技公司（Uber）在欧洲和其他地区面临着不断上涨的劳动力成本和监管障碍。华尔街预计Lyft今年每股亏损 1.08 美元，2022 年将实现 17 美分的小幅利润。这使得其市盈率是 2022 年市盈率的 379 倍。空头利息约为9%。</blockquote></p><p>Restoration Hardware parent Restoration Hardware (RH) has been a stay-at-home winner. The stock soared 338% over the last year and it’s ahead 5% this year. The company is profitable, expected to earn $19.17 a share this year, up from an estimated $17.05 in 2020. But the stock hit a rough patch in early March as high-growth, high-multiple stocks sold off.</p><p><blockquote>Restoration Hardware 母公司 Restoration Hardware (RH) 一直是居家服务的赢家。该股去年飙升 338%，今年上涨 5%。该公司实现盈利，预计今年每股收益为 19.17 美元，高于 2020 年预计的 17.05 美元。但由于高增长、高倍数的股票遭到抛售，该股在 3 月初遭遇了一段艰难时期。</blockquote></p><p></p><p>RH trades at 22 times 2022 earnings, which doesn’t look excessive. But It is now vulnerable to a blowup, according to Wolfe, with short-interest at 11% of the float.</p><p><blockquote>RH 的市盈率是 2022 年市盈率的 22 倍，看起来并不算过分。但沃尔夫表示，它现在很容易受到爆炸的影响，空头权益占流通量的 11%。</blockquote></p><p>Beyond Meat (BYND) has long been a battleground between alt-meat bulls and bears. The stock has surged 93% over the last 52 weeks, defying the bears, but at recent prices around $142, it’s off 36% from its 52-week high of $221.</p><p><blockquote>Beyond Meat（BYND）长期以来一直是另类肉类多头和空头之间的战场。该股在过去 52 周内大涨 93%，无视空头，但近期股价在 142 美元左右，比 52 周高点 221 美元下跌了 36%。</blockquote></p><p>The alt-meat trend is going strong, and Beyond is working its way into more restaurants and supermarkets, while expanding its product line. But alt-meat rivals are gaining traction. Beyond’s profits aren’t expected to roll in until 2022, when the firm is anticipated to earn 23 cents a share. At that level of profit, the stock trades at 621 times earnings.</p><p><blockquote>另类肉类趋势越来越强劲，Beyond正在进入更多的餐馆和超市，同时扩大其产品线。但另类肉类竞争对手正在获得关注。Beyond 的利润预计要到 2022 年才能滚动，届时该公司预计每股收益为 23 美分。在该利润水平下，该股的交易价格为市盈率的 621 倍。</blockquote></p><p>Stocks like Beyond trade on underlying business momentum, making earnings less of a share-price driver. Still, it isn’t encouraging that Wall Street sees the losses piling up. Per-share estimates for 2021 have been lowered 12% in the last week, according to FactSet, and 2021 estimates are down 190% in the past three months.</p><p><blockquote>Beyond 等股票的交易取决于潜在的业务动力，使得盈利不再是股价的驱动因素。尽管如此，华尔街看到亏损不断累积，这并不令人鼓舞。FactSet 的数据显示，上周 2021 年的每股预期下调了 12%，而 2021 年的预期在过去三个月中下调了 190%。</blockquote></p><p>Meanwhile, First Solar (FSLR) is riding a wave of investor demand for green stocks from ESG funds and others looking for exposure to clean energy. The company, which makes solar power systems and modules, has gained 124% over the last 52 weeks. The company has reported strong sales and bookings, but the stock is also baking in friendly climate policies from the Biden administration.</p><p><blockquote>与此同时，First Solar (FSLR) 正乘着 ESG 基金和其他寻求投资清洁能源的公司对绿色股票的投资者需求浪潮。这家生产太阳能系统和组件的公司在过去 52 周内上涨了 124%。该公司报告销售额和预订量强劲，但该股也受到拜登政府友好气候政策的影响。</blockquote></p><p>The stock has been wavering, however, after its big run. It has slumped 17% this year and it’s off more than 20% from 52-week highs around $112, recently trading around $82. Despite a favorable backdrop for green energy, First Solar’s sales and earnings are expected to fall slightly from 2021 to 2022. The stock trades at 24 times 2022 earnings, a premium to the market.</p><p><blockquote>然而，该股在大幅上涨后一直在波动。今年已下跌 17%，较 52 周高点 112 美元左右（最近交易价格约为 82 美元）下跌了 20% 以上。尽管绿色能源的背景有利，但First Solar的销售额和盈利预计将在 2021 年至 2022 年略有下降。该股的交易价格是 2022 年市盈率的 24 倍，高于市场。</blockquote></p><p>Other large-cap stocks that make Wolfe’s blowup watch list include BioMarin Pharmaceutical (BMRN), Zendesk (ZEN), and Advanced Micro Devices (AMD). Zendesk and AMD are each up more than 100% over the last year, while BioMarin has been flat. All trade at steep valuations, with Zendesk topping the list at 130 times 2022 earnings estimates.</p><p><blockquote>沃尔夫关注名单上的其他大盘股包括拜玛林制药（BMRN）、Zendesk（ZEN）和先进微设备公司（AMD）。Zendesk 和 AMD 去年的涨幅均超过 100%，而 BioMarin 则持平。所有交易的估值都很高，其中 Zendesk 以 2022 年盈利预期的 130 倍位居榜首。</blockquote></p><p>A blowup may not be imminent in any of these names, but stocks without a significant profit in sight may fall sharply if market jitters resurface and investors start to appreciate higher earnings quality.</p><p><blockquote>这些股票的爆炸可能不会迫在眉睫，但如果市场紧张情绪再次出现并且投资者开始欣赏更高的盈利质量，看不到可观利润的股票可能会大幅下跌。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/beyond-meat-stock-expedia-lyft-vulnerable-blowup-51615588807?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":{"BMRN":"拜玛林制药","COTY":"科蒂","AMD":"美国超微公司","BYND":"Beyond Meat, Inc.","FSLR":"第一太阳能","NCLH":"挪威邮轮","CVNA":"Carvana Co.","EXPE":"Expedia","LYFT":"Lyft, Inc.","RH":"RH"},"source_url":"https://www.barrons.com/articles/beyond-meat-stock-expedia-lyft-vulnerable-blowup-51615588807?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164885443","content_text":"Avoiding stock blowups is in every investor’s interest, but it’s getting a bit tougher.Many companies that beat fourth-quarter estimates haven’t been rewarded with higher share prices. High-growth stocks are facing steeper hurdles from rising bond yields. Investors appear to be rotating from growth to value and into sectors with more exposure to a cyclical economic recovery.Quite simply, fatigue may be setting into overcrowded trades and investment themes—whether those are alternative-meat producers, a travel recovery, green energy, or the continued domination of Big Tech.Against that backdrop, investors may want to tread cautiously. One way to do so: Avoid stocks with low earnings quality and high short interest—meaning there are short positions, or bearish bets, on a large percentage of a company’s shares outstanding. (A short position is when investors borrow and then sell shares, betting that a stock’s price will fall so they can buy shares back at a cheaper price.) Stocks with that combination of attributes may be most at risk of underperforming or blowing up, according to Wolfe Research.The firm ranks stocks on a relative basis within sectors by scoring earnings quality on seven financial measures, while also looking at valuation and sentiment indicators, based on fourth-quarter financials.Wolfe calls stocks scoring in the bottom 10% of earnings quality, while also seeing high short interest, “our highest conviction cohort of stocks to avoid.”One caveat: Low-quality stocks have been a popular trade—fueled by ample market liquidity and demand for riskier assets. High short interest also primes a stock for a short-squeeze, whereby traders who are short buy the stock to cover their positions, exerting upward pressure on the price. Nothing illustrates that dynamic more than the frenzied trading around GameStop (ticker: GME) this year.Beauty products maker Coty (COTY), for example, shows up on Wolfe’s screen. But it may have already had its blowup, falling 15% the day it released its earnings report in February. Barron’s was bullish on the stock in the aftermath, and it has been moving up since then.Nonetheless, plenty of other stocks on Wolfe’s watch list do seem vulnerable. Many have surged in a reopening trade or company-specific dynamics, and all trade at steep valuations. Here are 10 stocks from Wolfe’s list:Carvana (CVNA), for instance, has been a blockbuster, gaining 535% over the last 52 weeks. Investors appear to have decided that it is a disruptive force in car buying and that a pandemic-fueled shift to online sales has accelerated its momentum. However, Carvana isn’t close to reporting a profit, and is expected to lose $1.96 a share this year and 97 cents in 2022.The stock is up around 11% this year, but it has been wobbling lately and is down from its 52-week high around $315, trading recently at $287. Short interest is high at 22% of the shares outstanding, according to FactSet.Expedia Group (EXPE) has surged 32% this year. Investors expect online bookings volume to soar as consumers head for vacations this summer and fall. Wall Street doesn’t see Expedia Group earning a profit this year but expects big gains in 2022 with earnings per share of $6.04. At recent prices around $175, shares trade at 28 times 2022 earnings, a 40% premium to the S&P 500 ‘s multiple of 20 times.Norwegian Cruise Line Holdings (NCLH) is also trading on hopes for a travel rebound in 2022. Wall Street expects revenues of $1.6 billion this year, up from $1.3 billion in 2020. But the stock is riding on expectations of a surge to $6 billion in revenue in 2022. Analysts are looking for earnings of 62 cents a share in 2022, up from an expected loss of $5.87 a share this year. The stock has climbed 218% in the last 52 weeks, and it is powering ahead this year, up 21% so far.It’s hardly cheap, though, at 50 times estimated 2022 profits. About 13% of the shares are held short, according to FactSet.Lyft (LYFT) also fits into the reopening theme; shares are up 178% in the last 52 weeks, including a 35% gain this year. Ride-sharing could pick up as more people head to work, meetings, and evenings out.However, Lyft and its chief rival Uber Technologies (UBER) face rising labor costs and regulatory hurdles in Europe and other regions. Wall Street sees Lyft losing $1.08 a share this year and turning a modest profit of 17 cents in 2022. That gives it a multiple of 379 times 2022 earnings. Short interest is around 9%.Restoration Hardware parent Restoration Hardware (RH) has been a stay-at-home winner. The stock soared 338% over the last year and it’s ahead 5% this year. The company is profitable, expected to earn $19.17 a share this year, up from an estimated $17.05 in 2020. But the stock hit a rough patch in early March as high-growth, high-multiple stocks sold off.RH trades at 22 times 2022 earnings, which doesn’t look excessive. But It is now vulnerable to a blowup, according to Wolfe, with short-interest at 11% of the float.Beyond Meat (BYND) has long been a battleground between alt-meat bulls and bears. The stock has surged 93% over the last 52 weeks, defying the bears, but at recent prices around $142, it’s off 36% from its 52-week high of $221.The alt-meat trend is going strong, and Beyond is working its way into more restaurants and supermarkets, while expanding its product line. But alt-meat rivals are gaining traction. Beyond’s profits aren’t expected to roll in until 2022, when the firm is anticipated to earn 23 cents a share. At that level of profit, the stock trades at 621 times earnings.Stocks like Beyond trade on underlying business momentum, making earnings less of a share-price driver. Still, it isn’t encouraging that Wall Street sees the losses piling up. Per-share estimates for 2021 have been lowered 12% in the last week, according to FactSet, and 2021 estimates are down 190% in the past three months.Meanwhile, First Solar (FSLR) is riding a wave of investor demand for green stocks from ESG funds and others looking for exposure to clean energy. The company, which makes solar power systems and modules, has gained 124% over the last 52 weeks. The company has reported strong sales and bookings, but the stock is also baking in friendly climate policies from the Biden administration.The stock has been wavering, however, after its big run. It has slumped 17% this year and it’s off more than 20% from 52-week highs around $112, recently trading around $82. Despite a favorable backdrop for green energy, First Solar’s sales and earnings are expected to fall slightly from 2021 to 2022. The stock trades at 24 times 2022 earnings, a premium to the market.Other large-cap stocks that make Wolfe’s blowup watch list include BioMarin Pharmaceutical (BMRN), Zendesk (ZEN), and Advanced Micro Devices (AMD). Zendesk and AMD are each up more than 100% over the last year, while BioMarin has been flat. All trade at steep valuations, with Zendesk topping the list at 130 times 2022 earnings estimates.A blowup may not be imminent in any of these names, but stocks without a significant profit in sight may fall sharply if market jitters resurface and investors start to appreciate higher earnings quality.","news_type":1,"symbols_score_info":{"LYFT":0.9,"ZEN":0.9,"AMD":0.9,"BYND":0.9,"RH":0.9,"CVNA":0.9,"EXPE":0.9,"BMRN":0.9,"FSLR":0.9,"NCLH":0.9,"COTY":0.9}},"isVote":1,"tweetType":1,"viewCount":3268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":124183613,"gmtCreate":1624753484232,"gmtModify":1633949136596,"author":{"id":"3569130251209194","authorId":"3569130251209194","name":"Mainichi","avatar":"https://static.tigerbbs.com/d764cc5b53aab14a79aff20285bb7424","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569130251209194","authorIdStr":"3569130251209194"},"themes":[],"title":"","htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124183613","repostId":"1189436009","repostType":4,"isVote":1,"tweetType":1,"viewCount":3778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167407812,"gmtCreate":1624280833436,"gmtModify":1634008496516,"author":{"id":"3569130251209194","authorId":"3569130251209194","name":"Mainichi","avatar":"https://static.tigerbbs.com/d764cc5b53aab14a79aff20285bb7424","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569130251209194","authorIdStr":"3569130251209194"},"themes":[],"title":"","htmlText":"As long as there is Alibaba and Tencent, Chinese shares will never stop growing.","listText":"As long as there is Alibaba and Tencent, Chinese shares will never stop growing.","text":"As long as there is Alibaba and Tencent, Chinese shares will never stop growing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167407812","repostId":"2145081082","repostType":2,"isVote":1,"tweetType":1,"viewCount":4151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322219697,"gmtCreate":1615809118419,"gmtModify":1703493306483,"author":{"id":"3569130251209194","authorId":"3569130251209194","name":"Mainichi","avatar":"https://static.tigerbbs.com/d764cc5b53aab14a79aff20285bb7424","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569130251209194","authorIdStr":"3569130251209194"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322219697","repostId":"1164885443","repostType":4,"repost":{"id":"1164885443","kind":"news","pubTimestamp":1615805768,"share":"https://www.laohunote.com/m/news/1164885443?lang=zh_CN&edition=full","pubTime":"2021-03-15 18:56","market":"us","language":"en","title":"10 Stocks That Are Vulnerable to a Blowup<blockquote>10只容易爆炸的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164885443","media":"Barrons","summary":"Avoiding stock blowups is in every investor’s interest, but it’s getting a bit tougher.Many companie","content":"<p>Avoiding stock blowups is in every investor’s interest, but it’s getting a bit tougher.</p><p><blockquote>避免股市暴跌符合每个投资者的利益，但这变得越来越困难。</blockquote></p><p>Many companies that beat fourth-quarter estimates haven’t been rewarded with higher share prices. High-growth stocks are facing steeper hurdles from rising bond yields. Investors appear to be rotating from growth to value and into sectors with more exposure to a cyclical economic recovery.</p><p><blockquote>许多第四季度业绩超出预期的公司并没有获得更高的股价回报。高增长股票正面临债券收益率上升带来的更严峻障碍。投资者似乎正在从增长转向价值，并转向更容易受到周期性经济复苏影响的行业。</blockquote></p><p>Quite simply, fatigue may be setting into overcrowded trades and investment themes—whether those are alternative-meat producers, a travel recovery, green energy, or the continued domination of Big Tech.</p><p><blockquote>很简单，疲劳可能会进入过度拥挤的行业和投资主题——无论是替代肉类生产商、旅游复苏、绿色能源，还是大型科技公司的持续主导地位。</blockquote></p><p>Against that backdrop, investors may want to tread cautiously. One way to do so: Avoid stocks with low earnings quality and high short interest—meaning there are short positions, or bearish bets, on a large percentage of a company’s shares outstanding. (A short position is when investors borrow and then sell shares, betting that a stock’s price will fall so they can buy shares back at a cheaper price.) Stocks with that combination of attributes may be most at risk of underperforming or blowing up, according to Wolfe Research.</p><p><blockquote>在此背景下，投资者可能需要谨慎行事。一种方法是：避开盈利质量低、空头利息高的股票--这意味着公司很大一部分流通股存在空头头寸或看跌押注。(空头头寸是指投资者借入股票，然后卖出股票，押注股票价格会下跌，这样他们就可以以更便宜的价格买回股票）。沃尔夫研究公司（Wolfe Research）认为，具有这种属性组合的股票可能最有可能表现不佳或暴跌。</blockquote></p><p>The firm ranks stocks on a relative basis within sectors by scoring earnings quality on seven financial measures, while also looking at valuation and sentiment indicators, based on fourth-quarter financials.</p><p><blockquote>该公司通过对七项财务指标的盈利质量进行评分，同时根据第四季度财务数据查看估值和情绪指标，在行业内对股票进行相对排名。</blockquote></p><p>Wolfe calls stocks scoring in the bottom 10% of earnings quality, while also seeing high short interest, “our highest conviction cohort of stocks to avoid.”</p><p><blockquote>沃尔夫-评级的股票在盈利质量中得分垫底 10%，同时空头兴趣也很高，“这是我们最值得回避的股票”。</blockquote></p><p>One caveat: Low-quality stocks have been a popular trade—fueled by ample market liquidity and demand for riskier assets. High short interest also primes a stock for a short-squeeze, whereby traders who are short buy the stock to cover their positions, exerting upward pressure on the price. Nothing illustrates that dynamic more than the frenzied trading around GameStop (ticker: GME) this year.</p><p><blockquote>一个警告：低质量股票一直是一种受欢迎的交易——这是由充足的市场流动性和对风险较高资产的需求推动的。高空头利息也为股票做空做好了准备，做空的交易者购买股票以弥补头寸，从而对价格施加上行压力。没有什么比今年围绕游戏驿站（股票代码：GME）的疯狂交易更能说明这种动态了。</blockquote></p><p>Beauty products maker Coty (COTY), for example, shows up on Wolfe’s screen. But it may have already had its blowup, falling 15% the day it released its earnings report in February. Barron’s was bullish on the stock in the aftermath, and it has been moving up since then.</p><p><blockquote>例如，美容产品制造商科蒂（Coty）就出现在沃尔夫的屏幕上。但它可能已经经历了爆炸，在 2 月份发布收益报告的当天下跌了 15%。《巴伦周刊》随后看好该股，此后该股一直在上涨。</blockquote></p><p>Nonetheless, plenty of other stocks on Wolfe’s watch list do seem vulnerable. Many have surged in a reopening trade or company-specific dynamics, and all trade at steep valuations. Here are 10 stocks from Wolfe’s list:</p><p><blockquote>尽管如此，沃尔夫观察名单上的许多其他股票似乎确实很脆弱。许多公司在重新开放的交易或公司特定动态中飙升，并且所有交易的估值都很高。以下是沃尔夫名单中的 10 只股票：</blockquote></p><p>Carvana (CVNA), for instance, has been a blockbuster, gaining 535% over the last 52 weeks. Investors appear to have decided that it is a disruptive force in car buying and that a pandemic-fueled shift to online sales has accelerated its momentum. However, Carvana isn’t close to reporting a profit, and is expected to lose $1.96 a share this year and 97 cents in 2022.</p><p><blockquote>例如，Carvana (CVNA) 就一鸣惊人，在过去 52 周内上涨了 535%。投资者似乎已经认定它是汽车购买的一股颠覆性力量，而大流行推动的向在线销售的转变加速了其势头。不过，Carvana 还没有接近盈利，预计今年每股亏损 1.96 美元，2022 年每股亏损 97 美分。</blockquote></p><p>The stock is up around 11% this year, but it has been wobbling lately and is down from its 52-week high around $315, trading recently at $287. Short interest is high at 22% of the shares outstanding, according to FactSet.</p><p><blockquote>该股今年上涨了约 11%，但最近一直在波动，并从 315 美元左右的 52 周高点回落，最近交易价格为 287 美元。FactSet 的数据显示，空头权益很高，占流通股的 22%。</blockquote></p><p>Expedia Group (EXPE) has surged 32% this year. Investors expect online bookings volume to soar as consumers head for vacations this summer and fall. Wall Street doesn’t see Expedia Group earning a profit this year but expects big gains in 2022 with earnings per share of $6.04. At recent prices around $175, shares trade at 28 times 2022 earnings, a 40% premium to the S&amp;P 500 ‘s multiple of 20 times.</p><p><blockquote>Expedia Group (EXPE) 今年股价飙升 32%。投资者预计，随着消费者今年夏天和秋天前往度假，在线预订量将飙升。华尔街预计 Expedia 集团今年不会盈利，但预计 2022 年将实现大幅增长，每股收益将达到 6.04 美元。以最近 175 美元左右的价格计算，该股的交易价格是 2022 年市盈率的 28 倍，比标普500的 20 倍市盈率溢价 40%。</blockquote></p><p>Norwegian Cruise Line Holdings (NCLH) is also trading on hopes for a travel rebound in 2022. Wall Street expects revenues of $1.6 billion this year, up from $1.3 billion in 2020. But the stock is riding on expectations of a surge to $6 billion in revenue in 2022. Analysts are looking for earnings of 62 cents a share in 2022, up from an expected loss of $5.87 a share this year. The stock has climbed 218% in the last 52 weeks, and it is powering ahead this year, up 21% so far.</p><p><blockquote>挪威邮轮控股公司 (NCLH) 也寄希望于 2022 年旅游业反弹。华尔街预计今年的收入为 16 亿美元，高于 2020 年的 13 亿美元。但该股预计 2022 年收入将飙升至 60 亿美元。分析师预计 2022 年每股收益为 62 美分，高于今年预期的每股亏损 5.87 美元。该股在过去 52 周内上涨了 218%，今年迄今已上涨 21%。</blockquote></p><p>It’s hardly cheap, though, at 50 times estimated 2022 profits. About 13% of the shares are held short, according to FactSet.</p><p><blockquote>不过，它并不便宜，是 2022 年预计利润的 50 倍。FactSet 的数据显示，约 13% 的股票被做空。</blockquote></p><p>Lyft (LYFT) also fits into the reopening theme; shares are up 178% in the last 52 weeks, including a 35% gain this year. Ride-sharing could pick up as more people head to work, meetings, and evenings out.</p><p><blockquote>Lyft（Lyft）也符合重新开放的主题；股价在过去 52 周内上涨了 178%，其中今年上涨了 35%。随着越来越多的人去上班、开会和晚上外出，拼车可能会流行起来。</blockquote></p><p>However, Lyft and its chief rival Uber Technologies (UBER) face rising labor costs and regulatory hurdles in Europe and other regions. Wall Street sees Lyft losing $1.08 a share this year and turning a modest profit of 17 cents in 2022. That gives it a multiple of 379 times 2022 earnings. Short interest is around 9%.</p><p><blockquote>然而，Lyft及其主要竞争对手优步科技公司（Uber）在欧洲和其他地区面临着不断上涨的劳动力成本和监管障碍。华尔街预计Lyft今年每股亏损 1.08 美元，2022 年将实现 17 美分的小幅利润。这使得其市盈率是 2022 年市盈率的 379 倍。空头利息约为9%。</blockquote></p><p>Restoration Hardware parent Restoration Hardware (RH) has been a stay-at-home winner. The stock soared 338% over the last year and it’s ahead 5% this year. The company is profitable, expected to earn $19.17 a share this year, up from an estimated $17.05 in 2020. But the stock hit a rough patch in early March as high-growth, high-multiple stocks sold off.</p><p><blockquote>Restoration Hardware 母公司 Restoration Hardware (RH) 一直是居家服务的赢家。该股去年飙升 338%，今年上涨 5%。该公司实现盈利，预计今年每股收益为 19.17 美元，高于 2020 年预计的 17.05 美元。但由于高增长、高倍数的股票遭到抛售，该股在 3 月初遭遇了一段艰难时期。</blockquote></p><p></p><p>RH trades at 22 times 2022 earnings, which doesn’t look excessive. But It is now vulnerable to a blowup, according to Wolfe, with short-interest at 11% of the float.</p><p><blockquote>RH 的市盈率是 2022 年市盈率的 22 倍，看起来并不算过分。但沃尔夫表示，它现在很容易受到爆炸的影响，空头权益占流通量的 11%。</blockquote></p><p>Beyond Meat (BYND) has long been a battleground between alt-meat bulls and bears. The stock has surged 93% over the last 52 weeks, defying the bears, but at recent prices around $142, it’s off 36% from its 52-week high of $221.</p><p><blockquote>Beyond Meat（BYND）长期以来一直是另类肉类多头和空头之间的战场。该股在过去 52 周内大涨 93%，无视空头，但近期股价在 142 美元左右，比 52 周高点 221 美元下跌了 36%。</blockquote></p><p>The alt-meat trend is going strong, and Beyond is working its way into more restaurants and supermarkets, while expanding its product line. But alt-meat rivals are gaining traction. Beyond’s profits aren’t expected to roll in until 2022, when the firm is anticipated to earn 23 cents a share. At that level of profit, the stock trades at 621 times earnings.</p><p><blockquote>另类肉类趋势越来越强劲，Beyond正在进入更多的餐馆和超市，同时扩大其产品线。但另类肉类竞争对手正在获得关注。Beyond 的利润预计要到 2022 年才能滚动，届时该公司预计每股收益为 23 美分。在该利润水平下，该股的交易价格为市盈率的 621 倍。</blockquote></p><p>Stocks like Beyond trade on underlying business momentum, making earnings less of a share-price driver. Still, it isn’t encouraging that Wall Street sees the losses piling up. Per-share estimates for 2021 have been lowered 12% in the last week, according to FactSet, and 2021 estimates are down 190% in the past three months.</p><p><blockquote>Beyond 等股票的交易取决于潜在的业务动力，使得盈利不再是股价的驱动因素。尽管如此，华尔街看到亏损不断累积，这并不令人鼓舞。FactSet 的数据显示，上周 2021 年的每股预期下调了 12%，而 2021 年的预期在过去三个月中下调了 190%。</blockquote></p><p>Meanwhile, First Solar (FSLR) is riding a wave of investor demand for green stocks from ESG funds and others looking for exposure to clean energy. The company, which makes solar power systems and modules, has gained 124% over the last 52 weeks. The company has reported strong sales and bookings, but the stock is also baking in friendly climate policies from the Biden administration.</p><p><blockquote>与此同时，First Solar (FSLR) 正乘着 ESG 基金和其他寻求投资清洁能源的公司对绿色股票的投资者需求浪潮。这家生产太阳能系统和组件的公司在过去 52 周内上涨了 124%。该公司报告销售额和预订量强劲，但该股也受到拜登政府友好气候政策的影响。</blockquote></p><p>The stock has been wavering, however, after its big run. It has slumped 17% this year and it’s off more than 20% from 52-week highs around $112, recently trading around $82. Despite a favorable backdrop for green energy, First Solar’s sales and earnings are expected to fall slightly from 2021 to 2022. The stock trades at 24 times 2022 earnings, a premium to the market.</p><p><blockquote>然而，该股在大幅上涨后一直在波动。今年已下跌 17%，较 52 周高点 112 美元左右（最近交易价格约为 82 美元）下跌了 20% 以上。尽管绿色能源的背景有利，但First Solar的销售额和盈利预计将在 2021 年至 2022 年略有下降。该股的交易价格是 2022 年市盈率的 24 倍，高于市场。</blockquote></p><p>Other large-cap stocks that make Wolfe’s blowup watch list include BioMarin Pharmaceutical (BMRN), Zendesk (ZEN), and Advanced Micro Devices (AMD). Zendesk and AMD are each up more than 100% over the last year, while BioMarin has been flat. All trade at steep valuations, with Zendesk topping the list at 130 times 2022 earnings estimates.</p><p><blockquote>沃尔夫关注名单上的其他大盘股包括拜玛林制药（BMRN）、Zendesk（ZEN）和先进微设备公司（AMD）。Zendesk 和 AMD 去年的涨幅均超过 100%，而 BioMarin 则持平。所有交易的估值都很高，其中 Zendesk 以 2022 年盈利预期的 130 倍位居榜首。</blockquote></p><p>A blowup may not be imminent in any of these names, but stocks without a significant profit in sight may fall sharply if market jitters resurface and investors start to appreciate higher earnings quality.</p><p><blockquote>这些股票的爆炸可能不会迫在眉睫，但如果市场紧张情绪再次出现并且投资者开始欣赏更高的盈利质量，看不到可观利润的股票可能会大幅下跌。</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>10 Stocks That Are Vulnerable to a Blowup<blockquote>10只容易爆炸的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n10 Stocks That Are Vulnerable to a Blowup<blockquote>10只容易爆炸的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-15 18:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Avoiding stock blowups is in every investor’s interest, but it’s getting a bit tougher.</p><p><blockquote>避免股市暴跌符合每个投资者的利益，但这变得越来越困难。</blockquote></p><p>Many companies that beat fourth-quarter estimates haven’t been rewarded with higher share prices. High-growth stocks are facing steeper hurdles from rising bond yields. Investors appear to be rotating from growth to value and into sectors with more exposure to a cyclical economic recovery.</p><p><blockquote>许多第四季度业绩超出预期的公司并没有获得更高的股价回报。高增长股票正面临债券收益率上升带来的更严峻障碍。投资者似乎正在从增长转向价值，并转向更容易受到周期性经济复苏影响的行业。</blockquote></p><p>Quite simply, fatigue may be setting into overcrowded trades and investment themes—whether those are alternative-meat producers, a travel recovery, green energy, or the continued domination of Big Tech.</p><p><blockquote>很简单，疲劳可能会进入过度拥挤的行业和投资主题——无论是替代肉类生产商、旅游复苏、绿色能源，还是大型科技公司的持续主导地位。</blockquote></p><p>Against that backdrop, investors may want to tread cautiously. One way to do so: Avoid stocks with low earnings quality and high short interest—meaning there are short positions, or bearish bets, on a large percentage of a company’s shares outstanding. (A short position is when investors borrow and then sell shares, betting that a stock’s price will fall so they can buy shares back at a cheaper price.) Stocks with that combination of attributes may be most at risk of underperforming or blowing up, according to Wolfe Research.</p><p><blockquote>在此背景下，投资者可能需要谨慎行事。一种方法是：避开盈利质量低、空头利息高的股票--这意味着公司很大一部分流通股存在空头头寸或看跌押注。(空头头寸是指投资者借入股票，然后卖出股票，押注股票价格会下跌，这样他们就可以以更便宜的价格买回股票）。沃尔夫研究公司（Wolfe Research）认为，具有这种属性组合的股票可能最有可能表现不佳或暴跌。</blockquote></p><p>The firm ranks stocks on a relative basis within sectors by scoring earnings quality on seven financial measures, while also looking at valuation and sentiment indicators, based on fourth-quarter financials.</p><p><blockquote>该公司通过对七项财务指标的盈利质量进行评分，同时根据第四季度财务数据查看估值和情绪指标，在行业内对股票进行相对排名。</blockquote></p><p>Wolfe calls stocks scoring in the bottom 10% of earnings quality, while also seeing high short interest, “our highest conviction cohort of stocks to avoid.”</p><p><blockquote>沃尔夫-评级的股票在盈利质量中得分垫底 10%，同时空头兴趣也很高，“这是我们最值得回避的股票”。</blockquote></p><p>One caveat: Low-quality stocks have been a popular trade—fueled by ample market liquidity and demand for riskier assets. High short interest also primes a stock for a short-squeeze, whereby traders who are short buy the stock to cover their positions, exerting upward pressure on the price. Nothing illustrates that dynamic more than the frenzied trading around GameStop (ticker: GME) this year.</p><p><blockquote>一个警告：低质量股票一直是一种受欢迎的交易——这是由充足的市场流动性和对风险较高资产的需求推动的。高空头利息也为股票做空做好了准备，做空的交易者购买股票以弥补头寸，从而对价格施加上行压力。没有什么比今年围绕游戏驿站（股票代码：GME）的疯狂交易更能说明这种动态了。</blockquote></p><p>Beauty products maker Coty (COTY), for example, shows up on Wolfe’s screen. But it may have already had its blowup, falling 15% the day it released its earnings report in February. Barron’s was bullish on the stock in the aftermath, and it has been moving up since then.</p><p><blockquote>例如，美容产品制造商科蒂（Coty）就出现在沃尔夫的屏幕上。但它可能已经经历了爆炸，在 2 月份发布收益报告的当天下跌了 15%。《巴伦周刊》随后看好该股，此后该股一直在上涨。</blockquote></p><p>Nonetheless, plenty of other stocks on Wolfe’s watch list do seem vulnerable. Many have surged in a reopening trade or company-specific dynamics, and all trade at steep valuations. Here are 10 stocks from Wolfe’s list:</p><p><blockquote>尽管如此，沃尔夫观察名单上的许多其他股票似乎确实很脆弱。许多公司在重新开放的交易或公司特定动态中飙升，并且所有交易的估值都很高。以下是沃尔夫名单中的 10 只股票：</blockquote></p><p>Carvana (CVNA), for instance, has been a blockbuster, gaining 535% over the last 52 weeks. Investors appear to have decided that it is a disruptive force in car buying and that a pandemic-fueled shift to online sales has accelerated its momentum. However, Carvana isn’t close to reporting a profit, and is expected to lose $1.96 a share this year and 97 cents in 2022.</p><p><blockquote>例如，Carvana (CVNA) 就一鸣惊人，在过去 52 周内上涨了 535%。投资者似乎已经认定它是汽车购买的一股颠覆性力量，而大流行推动的向在线销售的转变加速了其势头。不过，Carvana 还没有接近盈利，预计今年每股亏损 1.96 美元，2022 年每股亏损 97 美分。</blockquote></p><p>The stock is up around 11% this year, but it has been wobbling lately and is down from its 52-week high around $315, trading recently at $287. Short interest is high at 22% of the shares outstanding, according to FactSet.</p><p><blockquote>该股今年上涨了约 11%，但最近一直在波动，并从 315 美元左右的 52 周高点回落，最近交易价格为 287 美元。FactSet 的数据显示，空头权益很高，占流通股的 22%。</blockquote></p><p>Expedia Group (EXPE) has surged 32% this year. Investors expect online bookings volume to soar as consumers head for vacations this summer and fall. Wall Street doesn’t see Expedia Group earning a profit this year but expects big gains in 2022 with earnings per share of $6.04. At recent prices around $175, shares trade at 28 times 2022 earnings, a 40% premium to the S&amp;P 500 ‘s multiple of 20 times.</p><p><blockquote>Expedia Group (EXPE) 今年股价飙升 32%。投资者预计，随着消费者今年夏天和秋天前往度假，在线预订量将飙升。华尔街预计 Expedia 集团今年不会盈利，但预计 2022 年将实现大幅增长，每股收益将达到 6.04 美元。以最近 175 美元左右的价格计算，该股的交易价格是 2022 年市盈率的 28 倍，比标普500的 20 倍市盈率溢价 40%。</blockquote></p><p>Norwegian Cruise Line Holdings (NCLH) is also trading on hopes for a travel rebound in 2022. Wall Street expects revenues of $1.6 billion this year, up from $1.3 billion in 2020. But the stock is riding on expectations of a surge to $6 billion in revenue in 2022. Analysts are looking for earnings of 62 cents a share in 2022, up from an expected loss of $5.87 a share this year. The stock has climbed 218% in the last 52 weeks, and it is powering ahead this year, up 21% so far.</p><p><blockquote>挪威邮轮控股公司 (NCLH) 也寄希望于 2022 年旅游业反弹。华尔街预计今年的收入为 16 亿美元，高于 2020 年的 13 亿美元。但该股预计 2022 年收入将飙升至 60 亿美元。分析师预计 2022 年每股收益为 62 美分，高于今年预期的每股亏损 5.87 美元。该股在过去 52 周内上涨了 218%，今年迄今已上涨 21%。</blockquote></p><p>It’s hardly cheap, though, at 50 times estimated 2022 profits. About 13% of the shares are held short, according to FactSet.</p><p><blockquote>不过，它并不便宜，是 2022 年预计利润的 50 倍。FactSet 的数据显示，约 13% 的股票被做空。</blockquote></p><p>Lyft (LYFT) also fits into the reopening theme; shares are up 178% in the last 52 weeks, including a 35% gain this year. Ride-sharing could pick up as more people head to work, meetings, and evenings out.</p><p><blockquote>Lyft（Lyft）也符合重新开放的主题；股价在过去 52 周内上涨了 178%，其中今年上涨了 35%。随着越来越多的人去上班、开会和晚上外出，拼车可能会流行起来。</blockquote></p><p>However, Lyft and its chief rival Uber Technologies (UBER) face rising labor costs and regulatory hurdles in Europe and other regions. Wall Street sees Lyft losing $1.08 a share this year and turning a modest profit of 17 cents in 2022. That gives it a multiple of 379 times 2022 earnings. Short interest is around 9%.</p><p><blockquote>然而，Lyft及其主要竞争对手优步科技公司（Uber）在欧洲和其他地区面临着不断上涨的劳动力成本和监管障碍。华尔街预计Lyft今年每股亏损 1.08 美元，2022 年将实现 17 美分的小幅利润。这使得其市盈率是 2022 年市盈率的 379 倍。空头利息约为9%。</blockquote></p><p>Restoration Hardware parent Restoration Hardware (RH) has been a stay-at-home winner. The stock soared 338% over the last year and it’s ahead 5% this year. The company is profitable, expected to earn $19.17 a share this year, up from an estimated $17.05 in 2020. But the stock hit a rough patch in early March as high-growth, high-multiple stocks sold off.</p><p><blockquote>Restoration Hardware 母公司 Restoration Hardware (RH) 一直是居家服务的赢家。该股去年飙升 338%，今年上涨 5%。该公司实现盈利，预计今年每股收益为 19.17 美元，高于 2020 年预计的 17.05 美元。但由于高增长、高倍数的股票遭到抛售，该股在 3 月初遭遇了一段艰难时期。</blockquote></p><p></p><p>RH trades at 22 times 2022 earnings, which doesn’t look excessive. But It is now vulnerable to a blowup, according to Wolfe, with short-interest at 11% of the float.</p><p><blockquote>RH 的市盈率是 2022 年市盈率的 22 倍，看起来并不算过分。但沃尔夫表示，它现在很容易受到爆炸的影响，空头权益占流通量的 11%。</blockquote></p><p>Beyond Meat (BYND) has long been a battleground between alt-meat bulls and bears. The stock has surged 93% over the last 52 weeks, defying the bears, but at recent prices around $142, it’s off 36% from its 52-week high of $221.</p><p><blockquote>Beyond Meat（BYND）长期以来一直是另类肉类多头和空头之间的战场。该股在过去 52 周内大涨 93%，无视空头，但近期股价在 142 美元左右，比 52 周高点 221 美元下跌了 36%。</blockquote></p><p>The alt-meat trend is going strong, and Beyond is working its way into more restaurants and supermarkets, while expanding its product line. But alt-meat rivals are gaining traction. Beyond’s profits aren’t expected to roll in until 2022, when the firm is anticipated to earn 23 cents a share. At that level of profit, the stock trades at 621 times earnings.</p><p><blockquote>另类肉类趋势越来越强劲，Beyond正在进入更多的餐馆和超市，同时扩大其产品线。但另类肉类竞争对手正在获得关注。Beyond 的利润预计要到 2022 年才能滚动，届时该公司预计每股收益为 23 美分。在该利润水平下，该股的交易价格为市盈率的 621 倍。</blockquote></p><p>Stocks like Beyond trade on underlying business momentum, making earnings less of a share-price driver. Still, it isn’t encouraging that Wall Street sees the losses piling up. Per-share estimates for 2021 have been lowered 12% in the last week, according to FactSet, and 2021 estimates are down 190% in the past three months.</p><p><blockquote>Beyond 等股票的交易取决于潜在的业务动力，使得盈利不再是股价的驱动因素。尽管如此，华尔街看到亏损不断累积，这并不令人鼓舞。FactSet 的数据显示，上周 2021 年的每股预期下调了 12%，而 2021 年的预期在过去三个月中下调了 190%。</blockquote></p><p>Meanwhile, First Solar (FSLR) is riding a wave of investor demand for green stocks from ESG funds and others looking for exposure to clean energy. The company, which makes solar power systems and modules, has gained 124% over the last 52 weeks. The company has reported strong sales and bookings, but the stock is also baking in friendly climate policies from the Biden administration.</p><p><blockquote>与此同时，First Solar (FSLR) 正乘着 ESG 基金和其他寻求投资清洁能源的公司对绿色股票的投资者需求浪潮。这家生产太阳能系统和组件的公司在过去 52 周内上涨了 124%。该公司报告销售额和预订量强劲，但该股也受到拜登政府友好气候政策的影响。</blockquote></p><p>The stock has been wavering, however, after its big run. It has slumped 17% this year and it’s off more than 20% from 52-week highs around $112, recently trading around $82. Despite a favorable backdrop for green energy, First Solar’s sales and earnings are expected to fall slightly from 2021 to 2022. The stock trades at 24 times 2022 earnings, a premium to the market.</p><p><blockquote>然而，该股在大幅上涨后一直在波动。今年已下跌 17%，较 52 周高点 112 美元左右（最近交易价格约为 82 美元）下跌了 20% 以上。尽管绿色能源的背景有利，但First Solar的销售额和盈利预计将在 2021 年至 2022 年略有下降。该股的交易价格是 2022 年市盈率的 24 倍，高于市场。</blockquote></p><p>Other large-cap stocks that make Wolfe’s blowup watch list include BioMarin Pharmaceutical (BMRN), Zendesk (ZEN), and Advanced Micro Devices (AMD). Zendesk and AMD are each up more than 100% over the last year, while BioMarin has been flat. All trade at steep valuations, with Zendesk topping the list at 130 times 2022 earnings estimates.</p><p><blockquote>沃尔夫关注名单上的其他大盘股包括拜玛林制药（BMRN）、Zendesk（ZEN）和先进微设备公司（AMD）。Zendesk 和 AMD 去年的涨幅均超过 100%，而 BioMarin 则持平。所有交易的估值都很高，其中 Zendesk 以 2022 年盈利预期的 130 倍位居榜首。</blockquote></p><p>A blowup may not be imminent in any of these names, but stocks without a significant profit in sight may fall sharply if market jitters resurface and investors start to appreciate higher earnings quality.</p><p><blockquote>这些股票的爆炸可能不会迫在眉睫，但如果市场紧张情绪再次出现并且投资者开始欣赏更高的盈利质量，看不到可观利润的股票可能会大幅下跌。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/beyond-meat-stock-expedia-lyft-vulnerable-blowup-51615588807?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":{"BMRN":"拜玛林制药","COTY":"科蒂","AMD":"美国超微公司","BYND":"Beyond Meat, Inc.","FSLR":"第一太阳能","NCLH":"挪威邮轮","CVNA":"Carvana Co.","EXPE":"Expedia","LYFT":"Lyft, Inc.","RH":"RH"},"source_url":"https://www.barrons.com/articles/beyond-meat-stock-expedia-lyft-vulnerable-blowup-51615588807?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164885443","content_text":"Avoiding stock blowups is in every investor’s interest, but it’s getting a bit tougher.Many companies that beat fourth-quarter estimates haven’t been rewarded with higher share prices. High-growth stocks are facing steeper hurdles from rising bond yields. Investors appear to be rotating from growth to value and into sectors with more exposure to a cyclical economic recovery.Quite simply, fatigue may be setting into overcrowded trades and investment themes—whether those are alternative-meat producers, a travel recovery, green energy, or the continued domination of Big Tech.Against that backdrop, investors may want to tread cautiously. One way to do so: Avoid stocks with low earnings quality and high short interest—meaning there are short positions, or bearish bets, on a large percentage of a company’s shares outstanding. (A short position is when investors borrow and then sell shares, betting that a stock’s price will fall so they can buy shares back at a cheaper price.) Stocks with that combination of attributes may be most at risk of underperforming or blowing up, according to Wolfe Research.The firm ranks stocks on a relative basis within sectors by scoring earnings quality on seven financial measures, while also looking at valuation and sentiment indicators, based on fourth-quarter financials.Wolfe calls stocks scoring in the bottom 10% of earnings quality, while also seeing high short interest, “our highest conviction cohort of stocks to avoid.”One caveat: Low-quality stocks have been a popular trade—fueled by ample market liquidity and demand for riskier assets. High short interest also primes a stock for a short-squeeze, whereby traders who are short buy the stock to cover their positions, exerting upward pressure on the price. Nothing illustrates that dynamic more than the frenzied trading around GameStop (ticker: GME) this year.Beauty products maker Coty (COTY), for example, shows up on Wolfe’s screen. But it may have already had its blowup, falling 15% the day it released its earnings report in February. Barron’s was bullish on the stock in the aftermath, and it has been moving up since then.Nonetheless, plenty of other stocks on Wolfe’s watch list do seem vulnerable. Many have surged in a reopening trade or company-specific dynamics, and all trade at steep valuations. Here are 10 stocks from Wolfe’s list:Carvana (CVNA), for instance, has been a blockbuster, gaining 535% over the last 52 weeks. Investors appear to have decided that it is a disruptive force in car buying and that a pandemic-fueled shift to online sales has accelerated its momentum. However, Carvana isn’t close to reporting a profit, and is expected to lose $1.96 a share this year and 97 cents in 2022.The stock is up around 11% this year, but it has been wobbling lately and is down from its 52-week high around $315, trading recently at $287. Short interest is high at 22% of the shares outstanding, according to FactSet.Expedia Group (EXPE) has surged 32% this year. Investors expect online bookings volume to soar as consumers head for vacations this summer and fall. Wall Street doesn’t see Expedia Group earning a profit this year but expects big gains in 2022 with earnings per share of $6.04. At recent prices around $175, shares trade at 28 times 2022 earnings, a 40% premium to the S&P 500 ‘s multiple of 20 times.Norwegian Cruise Line Holdings (NCLH) is also trading on hopes for a travel rebound in 2022. Wall Street expects revenues of $1.6 billion this year, up from $1.3 billion in 2020. But the stock is riding on expectations of a surge to $6 billion in revenue in 2022. Analysts are looking for earnings of 62 cents a share in 2022, up from an expected loss of $5.87 a share this year. The stock has climbed 218% in the last 52 weeks, and it is powering ahead this year, up 21% so far.It’s hardly cheap, though, at 50 times estimated 2022 profits. About 13% of the shares are held short, according to FactSet.Lyft (LYFT) also fits into the reopening theme; shares are up 178% in the last 52 weeks, including a 35% gain this year. Ride-sharing could pick up as more people head to work, meetings, and evenings out.However, Lyft and its chief rival Uber Technologies (UBER) face rising labor costs and regulatory hurdles in Europe and other regions. Wall Street sees Lyft losing $1.08 a share this year and turning a modest profit of 17 cents in 2022. That gives it a multiple of 379 times 2022 earnings. Short interest is around 9%.Restoration Hardware parent Restoration Hardware (RH) has been a stay-at-home winner. The stock soared 338% over the last year and it’s ahead 5% this year. The company is profitable, expected to earn $19.17 a share this year, up from an estimated $17.05 in 2020. But the stock hit a rough patch in early March as high-growth, high-multiple stocks sold off.RH trades at 22 times 2022 earnings, which doesn’t look excessive. But It is now vulnerable to a blowup, according to Wolfe, with short-interest at 11% of the float.Beyond Meat (BYND) has long been a battleground between alt-meat bulls and bears. The stock has surged 93% over the last 52 weeks, defying the bears, but at recent prices around $142, it’s off 36% from its 52-week high of $221.The alt-meat trend is going strong, and Beyond is working its way into more restaurants and supermarkets, while expanding its product line. But alt-meat rivals are gaining traction. Beyond’s profits aren’t expected to roll in until 2022, when the firm is anticipated to earn 23 cents a share. At that level of profit, the stock trades at 621 times earnings.Stocks like Beyond trade on underlying business momentum, making earnings less of a share-price driver. Still, it isn’t encouraging that Wall Street sees the losses piling up. Per-share estimates for 2021 have been lowered 12% in the last week, according to FactSet, and 2021 estimates are down 190% in the past three months.Meanwhile, First Solar (FSLR) is riding a wave of investor demand for green stocks from ESG funds and others looking for exposure to clean energy. The company, which makes solar power systems and modules, has gained 124% over the last 52 weeks. The company has reported strong sales and bookings, but the stock is also baking in friendly climate policies from the Biden administration.The stock has been wavering, however, after its big run. It has slumped 17% this year and it’s off more than 20% from 52-week highs around $112, recently trading around $82. Despite a favorable backdrop for green energy, First Solar’s sales and earnings are expected to fall slightly from 2021 to 2022. The stock trades at 24 times 2022 earnings, a premium to the market.Other large-cap stocks that make Wolfe’s blowup watch list include BioMarin Pharmaceutical (BMRN), Zendesk (ZEN), and Advanced Micro Devices (AMD). Zendesk and AMD are each up more than 100% over the last year, while BioMarin has been flat. All trade at steep valuations, with Zendesk topping the list at 130 times 2022 earnings estimates.A blowup may not be imminent in any of these names, but stocks without a significant profit in sight may fall sharply if market jitters resurface and investors start to appreciate higher earnings quality.","news_type":1,"symbols_score_info":{"LYFT":0.9,"ZEN":0.9,"AMD":0.9,"BYND":0.9,"RH":0.9,"CVNA":0.9,"EXPE":0.9,"BMRN":0.9,"FSLR":0.9,"NCLH":0.9,"COTY":0.9}},"isVote":1,"tweetType":1,"viewCount":3268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126497989,"gmtCreate":1624581020241,"gmtModify":1631890085295,"author":{"id":"3569130251209194","authorId":"3569130251209194","name":"Mainichi","avatar":"https://static.tigerbbs.com/d764cc5b53aab14a79aff20285bb7424","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569130251209194","authorIdStr":"3569130251209194"},"themes":[],"title":"","htmlText":"Good luck Panasonic","listText":"Good luck Panasonic","text":"Good luck Panasonic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126497989","repostId":"2146002655","repostType":2,"isVote":1,"tweetType":1,"viewCount":3620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123882605,"gmtCreate":1624415889607,"gmtModify":1634006423566,"author":{"id":"3569130251209194","authorId":"3569130251209194","name":"Mainichi","avatar":"https://static.tigerbbs.com/d764cc5b53aab14a79aff20285bb7424","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569130251209194","authorIdStr":"3569130251209194"},"themes":[],"title":"","htmlText":"More greener cars on the road 👍","listText":"More greener cars on the road 👍","text":"More greener cars on the road 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123882605","repostId":"1123710128","repostType":2,"repost":{"id":"1123710128","kind":"news","pubTimestamp":1624406277,"share":"https://www.laohunote.com/m/news/1123710128?lang=zh_CN&edition=full","pubTime":"2021-06-23 07:57","market":"us","language":"en","title":"EVs Seen Reaching Sales Supremacy by 2033, Faster Than Expected<blockquote>电动汽车预计到 2033 年将比预期更快地占据销售霸主地位</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123710128","media":"Bloomberg","summary":"(Bloomberg) -- Global electric vehicle supremacy will arrive by 2033 -- five years earlier than prev","content":"<p><div> (Bloomberg) -- Global electric vehicle supremacy will arrive by 2033 -- five years earlier than previously expected -- as tougher regulations and rising interest drive demand for zero-emission ...</p><p><blockquote><div>（彭博社）——随着更严格的法规和日益增长的兴趣推动了对零排放的需求，全球电动汽车的霸主地位将于2033年到来，比之前预期提前了五年……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/evs-seen-reaching-sales-supremacy-230100585.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/evs-seen-reaching-sales-supremacy-230100585.html\">网页连接</a></blockquote></p><p></p>","source":"lsy1612507957220","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>EVs Seen Reaching Sales Supremacy by 2033, Faster Than Expected<blockquote>电动汽车预计到 2033 年将比预期更快地占据销售霸主地位</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEVs Seen Reaching Sales Supremacy by 2033, Faster Than Expected<blockquote>电动汽车预计到 2033 年将比预期更快地占据销售霸主地位</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-06-23 07:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> (Bloomberg) -- Global electric vehicle supremacy will arrive by 2033 -- five years earlier than previously expected -- as tougher regulations and rising interest drive demand for zero-emission ...</p><p><blockquote><div>（彭博社）——随着更严格的法规和日益增长的兴趣推动了对零排放的需求，全球电动汽车的霸主地位将于2033年到来，比之前预期提前了五年……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/evs-seen-reaching-sales-supremacy-230100585.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/evs-seen-reaching-sales-supremacy-230100585.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/evs-seen-reaching-sales-supremacy-230100585.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/evs-seen-reaching-sales-supremacy-230100585.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123710128","content_text":"(Bloomberg) -- Global electric vehicle supremacy will arrive by 2033 -- five years earlier than previously expected -- as tougher regulations and rising interest drive demand for zero-emission transportation, according to a new study.\nConsultant Ernst & Young LLP now sees EV sales outpacing fossil fuel-burners in 12 years in Europe, China and the U.S. -- the world’s largest auto markets. And by 2045, non-EV sales are seen plummeting to less than 1% of the global car market, EY forecast using an AI-powered prediction tool.\nStrict government mandates to combat climate change are driving demand in Europe and China, where automakers and consumers face rising financial penalties for selling and buying traditional gasoline and diesel-fueled cars. EY sees Europe leading the charge to electric, with zero-emission models outselling all other propulsion systems by 2028. That tipping point will arrive in China in 2033 and in the U.S. in 2036, EY predicts.\nThe U.S. lags the world’s other leading markets because fuel-economy regulations were eased during President Donald Trump’s administration. Since taking office in January, President Joe Biden has rejoined the Paris Climate Accord and proposed spending $174 billion to accelerate the shift to EVs, including installing a half-million charging stations across the country.\n“The regulatory environment from the Biden administration we view as a big contributor, because he has ambitious targets,” Randy Miller, EY’s global advanced manufacturing and mobility leader, said in an interview. “That impact in the Americas will have a supercharging effect.”\nThere also is a growing consumer appetite for EVs, from Tesla Inc.’s hot-selling Model 3 to new electric models coming from legacy automakers, such as General Motors Co.’s battery-powered Hummer truck and Ford Motor Co.’s F-150 Lightning pickup. Investments in battery powered models now top $230 billion from the world’s automakers, according to consultant AlixPartners.\n‘More Appealing’\n“Many more models that are much more appealing are coming out,” Miller said. “You factor that with the incentives, and those are the raw ingredients that are driving this more optimistic view.”\nThe EY study also sees the millennial generation, now in their late 20s and 30s, as helping to propel EV adoption. Those consumers, driven by a coronavirus-influenced rejection of ride-sharing and public transportation, are embracing car ownership. And 30% of them want to drive an EV, Miller said.\n“The view from the millennials that we’re seeing is clearly more inclination to want to buy EVs,” Miller said.\nAdditionally, the combination of government purchase incentives for EVs and proposed bans on internal combustion engines in cities and states are accelerating the adoption of battery-powered vehicles.\nEurope is forecast to lead in EV sales volumes until 2031, when China will become the world’s top market for electric vehicles.\nVehicles powered by gasoline and diesel are still predicted to make up around two-thirds of all light vehicle registrations in 2025, but that will mark a 12 percentage-point decrease from five years earlier. By 2030, EY predicts that non-EV cars will account for less than half of overall light vehicle registrations.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162579939,"gmtCreate":1624069558921,"gmtModify":1634011132293,"author":{"id":"3569130251209194","authorId":"3569130251209194","name":"Mainichi","avatar":"https://static.tigerbbs.com/d764cc5b53aab14a79aff20285bb7424","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569130251209194","authorIdStr":"3569130251209194"},"themes":[],"title":"","htmlText":"Liked","listText":"Liked","text":"Liked","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162579939","repostId":"1166679093","repostType":4,"repost":{"id":"1166679093","kind":"news","pubTimestamp":1624065234,"share":"https://www.laohunote.com/m/news/1166679093?lang=zh_CN&edition=full","pubTime":"2021-06-19 09:13","market":"us","language":"en","title":"3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%<blockquote>华尔街预测 3 只模因股票将暴跌超过 20%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166679093","media":"fool","summary":"Meme stocks have been all the rage so far this year. That's understandable, with several of them del","content":"<p>Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.</p><p><blockquote>今年到目前为止，模因股票一直风靡一时。这是可以理解的，其中一些公司实现了三位数甚至四位数的百分比增长。</blockquote></p><p> However, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.</p><p><blockquote>然而，上升的可能会下降。分析师预计，推动一些最受欢迎股票大幅上涨的在线狂热不会持续。以下是华尔街认为未来 12 个月内将暴跌 20% 以上的三只模因股票。</blockquote></p><p> AMC Entertainment</p><p><blockquote>AMC院线</blockquote></p><p> <b>AMC Entertainment</b>(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.</p><p><blockquote><b>AMC院线</b>（纽约证券交易所股票代码：AMC）被评为所有模因股票中表现最好的。今年迄今为止，这家电影院运营商的股价已飙升近 2,500%。</blockquote></p><p> The consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.</p><p><blockquote>不过，分析师的共识是，该股可能会损失当前价值的 90%。即使是 Refinitiv 调查的最乐观的分析师也对 AMC 的目标价比当前股价低 70% 以上。</blockquote></p><p> But isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.</p><p><blockquote>但AMC的业务不是在好转吗？是的。限制的放松使该公司能够重新开放99%的美国影院。随着州和地方政府施加的座位容量限制的提高，AMC 可能会受益。今年夏天和今年晚些时候上映的多部可能会大受欢迎的电影也会有所帮助。</blockquote></p><p> However, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.</p><p><blockquote>然而，华尔街显然认为AMC的股价已经远远领先于其业务前景。该股的交易价格比 COVID-19 大流行之前高出近八倍。</blockquote></p><p> Clover Health Investments</p><p><blockquote>三叶草健康投资</blockquote></p><p> Only a few days ago, it looked like&nbsp;<b>Clover Health Investments</b>(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.</p><p><blockquote>就在几天前，它看起来像<b>三叶草健康投资</b>（纳斯达克股票代码：CLOV）可能会将 AMC 推到最热门的模因股票一边。散户投资者将三叶草视为主要的空头挤压候选者。</blockquote></p><p> Since the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.</p><p><blockquote>自6月初以来，Clover Health的股价已上涨超过65%。然而，分析师预计这些涨势不会持续。该股的平均目标价比当前股价低25%。</blockquote></p><p> Clover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.</p><p><blockquote>Clover Health 的估值似乎确实失控了。该医疗保健股票目前的交易价格是过去 12 个月销售额的 170 多倍。这是一个令人鼻血的水平，特别是考虑到该公司是美国调查的对象。司法部和证券交易委员会。</blockquote></p><p> Still, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.</p><p><blockquote>尽管如此，Clover Health 今年仍有可能实现更好的财务业绩。该公司希望通过瞄准最初的医疗保险计划来大幅增加其会员数量。除了目前的 Medicare Advantage 业务之外，这代表着一个重大的新市场机会。</blockquote></p><p> Sundial Growers</p><p><blockquote>日晷生长器</blockquote></p><p> At one point earlier this year,&nbsp;<b>Sundial Growers</b>(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.</p><p><blockquote>今年早些时候，<b>日晷生长器</b>（纳斯达克股票代码：SNDL）似乎是成为模因股票中最大赢家的合法竞争者。加拿大大麻股票今年迄今已上涨超过 520%，然后回吐了大部分涨幅。然而，Sundial的股价在2021年仍上涨了一倍多。</blockquote></p><p> Analysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.</p><p><blockquote>分析师预计大麻股可能会进一步下跌。Sundial 的一致目标价较其当前股价折扣 23%。一位分析师甚至认为该股可能会下跌 55%。</blockquote></p><p> There certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.</p><p><blockquote>当然有理由对 Sundial 的核心大麻业务感到悲观。2021年第一季度，该公司的大麻净收入同比下降。尽管 Sundial 正在采取措施，希望能够扭转局面，但这些努力是否会成功还有待观察。</blockquote></p><p> Sundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.</p><p><blockquote>Sundial 的商业交易可能会让投资者有理由乐观。毕竟，由于其投资，该公司在第一季度公布了正调整后的息税折旧摊销前利润 (EBITDA)。</blockquote></p><p> However, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the&nbsp;<b>Nasdaq</b>&nbsp;stock exchange.</p><p><blockquote>然而，Sundial 用于进行这些投资的现金是以其股票进一步稀释为代价的。该公司无法承受任何额外的稀释，而不得不采取孤注一掷的措施来维持其上市<b>纳斯达克</b>证券交易所。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%<blockquote>华尔街预测 3 只模因股票将暴跌超过 20%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%<blockquote>华尔街预测 3 只模因股票将暴跌超过 20%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">fool</strong><span class=\"h-time small\">2021-06-19 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.</p><p><blockquote>今年到目前为止，模因股票一直风靡一时。这是可以理解的，其中一些公司实现了三位数甚至四位数的百分比增长。</blockquote></p><p> However, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.</p><p><blockquote>然而，上升的可能会下降。分析师预计，推动一些最受欢迎股票大幅上涨的在线狂热不会持续。以下是华尔街认为未来 12 个月内将暴跌 20% 以上的三只模因股票。</blockquote></p><p> AMC Entertainment</p><p><blockquote>AMC院线</blockquote></p><p> <b>AMC Entertainment</b>(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.</p><p><blockquote><b>AMC院线</b>（纽约证券交易所股票代码：AMC）被评为所有模因股票中表现最好的。今年迄今为止，这家电影院运营商的股价已飙升近 2,500%。</blockquote></p><p> The consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.</p><p><blockquote>不过，分析师的共识是，该股可能会损失当前价值的 90%。即使是 Refinitiv 调查的最乐观的分析师也对 AMC 的目标价比当前股价低 70% 以上。</blockquote></p><p> But isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.</p><p><blockquote>但AMC的业务不是在好转吗？是的。限制的放松使该公司能够重新开放99%的美国影院。随着州和地方政府施加的座位容量限制的提高，AMC 可能会受益。今年夏天和今年晚些时候上映的多部可能会大受欢迎的电影也会有所帮助。</blockquote></p><p> However, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.</p><p><blockquote>然而，华尔街显然认为AMC的股价已经远远领先于其业务前景。该股的交易价格比 COVID-19 大流行之前高出近八倍。</blockquote></p><p> Clover Health Investments</p><p><blockquote>三叶草健康投资</blockquote></p><p> Only a few days ago, it looked like&nbsp;<b>Clover Health Investments</b>(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.</p><p><blockquote>就在几天前，它看起来像<b>三叶草健康投资</b>（纳斯达克股票代码：CLOV）可能会将 AMC 推到最热门的模因股票一边。散户投资者将三叶草视为主要的空头挤压候选者。</blockquote></p><p> Since the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.</p><p><blockquote>自6月初以来，Clover Health的股价已上涨超过65%。然而，分析师预计这些涨势不会持续。该股的平均目标价比当前股价低25%。</blockquote></p><p> Clover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.</p><p><blockquote>Clover Health 的估值似乎确实失控了。该医疗保健股票目前的交易价格是过去 12 个月销售额的 170 多倍。这是一个令人鼻血的水平，特别是考虑到该公司是美国调查的对象。司法部和证券交易委员会。</blockquote></p><p> Still, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.</p><p><blockquote>尽管如此，Clover Health 今年仍有可能实现更好的财务业绩。该公司希望通过瞄准最初的医疗保险计划来大幅增加其会员数量。除了目前的 Medicare Advantage 业务之外，这代表着一个重大的新市场机会。</blockquote></p><p> Sundial Growers</p><p><blockquote>日晷生长器</blockquote></p><p> At one point earlier this year,&nbsp;<b>Sundial Growers</b>(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.</p><p><blockquote>今年早些时候，<b>日晷生长器</b>（纳斯达克股票代码：SNDL）似乎是成为模因股票中最大赢家的合法竞争者。加拿大大麻股票今年迄今已上涨超过 520%，然后回吐了大部分涨幅。然而，Sundial的股价在2021年仍上涨了一倍多。</blockquote></p><p> Analysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.</p><p><blockquote>分析师预计大麻股可能会进一步下跌。Sundial 的一致目标价较其当前股价折扣 23%。一位分析师甚至认为该股可能会下跌 55%。</blockquote></p><p> There certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.</p><p><blockquote>当然有理由对 Sundial 的核心大麻业务感到悲观。2021年第一季度，该公司的大麻净收入同比下降。尽管 Sundial 正在采取措施，希望能够扭转局面，但这些努力是否会成功还有待观察。</blockquote></p><p> Sundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.</p><p><blockquote>Sundial 的商业交易可能会让投资者有理由乐观。毕竟，由于其投资，该公司在第一季度公布了正调整后的息税折旧摊销前利润 (EBITDA)。</blockquote></p><p> However, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the&nbsp;<b>Nasdaq</b>&nbsp;stock exchange.</p><p><blockquote>然而，Sundial 用于进行这些投资的现金是以其股票进一步稀释为代价的。该公司无法承受任何额外的稀释，而不得不采取孤注一掷的措施来维持其上市<b>纳斯达克</b>证券交易所。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/\">fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDL":"SNDL Inc.","AMC":"AMC院线","CLOV":"Clover Health Corp"},"source_url":"https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166679093","content_text":"Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.\nHowever, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.\nAMC Entertainment\nAMC Entertainment(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.\nThe consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.\nBut isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.\nHowever, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.\nClover Health Investments\nOnly a few days ago, it looked like Clover Health Investments(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.\nSince the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.\nClover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.\nStill, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.\nSundial Growers\nAt one point earlier this year, Sundial Growers(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.\nAnalysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.\nThere certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.\nSundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.\nHowever, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the Nasdaq stock exchange.","news_type":1,"symbols_score_info":{"AMC":0.9,"SNDL":0.9,"CLOV":0.9}},"isVote":1,"tweetType":1,"viewCount":4276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162546166,"gmtCreate":1624069326455,"gmtModify":1634011137033,"author":{"id":"3569130251209194","authorId":"3569130251209194","name":"Mainichi","avatar":"https://static.tigerbbs.com/d764cc5b53aab14a79aff20285bb7424","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569130251209194","authorIdStr":"3569130251209194"},"themes":[],"title":"","htmlText":"AMD still has the potential to match with its top leading competitior from the demands of processors and graphic and lower cost alternative.&nbsp;","listText":"AMD still has the potential to match with its top leading competitior from the demands of processors and graphic and lower cost alternative.&nbsp;","text":"AMD still has the potential to match with its top leading competitior from the demands of processors and graphic and lower cost alternative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162546166","repostId":"1197160756","repostType":2,"repost":{"id":"1197160756","kind":"news","pubTimestamp":1623980251,"share":"https://www.laohunote.com/m/news/1197160756?lang=zh_CN&edition=full","pubTime":"2021-06-18 09:37","market":"us","language":"en","title":"1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛售 AMD 并购买 NVIDIA 的一大理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197160756","media":"Motley Fool","summary":"The graphics specialist enjoys a huge advantage over its smaller rival in an important market.","content":"<p><b>NVIDIA</b>&nbsp;(NASDAQ:NVDA)&nbsp;has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)&nbsp;to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided&nbsp;by Jon Peddie Research.</p><p><blockquote><b>英伟达</b>（纳斯达克股票代码：NVDA）尽管做出了最大努力，但仍在独立图形处理单元 (GPU) 市场占据主导地位<b>先进微器件</b>（纳斯达克股票代码：AMD）将在这个利润丰厚的领域获得份额。根据 Jon Peddie Research 提供的最新市场份额数据，NVIDIA 没有表现出失去对显卡市场控制的迹象。</blockquote></p><p> Let's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.</p><p><blockquote>让我们看看为什么这对 NVIDIA 来说是个好兆头，并使其成为比主要竞争对手 AMD 更好的选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94007897775e469423cc8a3d1e55440d\" tg-width=\"700\" tg-height=\"393\"><span>IMAGE SOURCE: GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社</span></p></blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIA&nbsp;finished 2020 with&nbsp;82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年结束时控制了82%的独立显卡市场，而AMD占据了其余部分。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched the&nbsp;RTX 30 series cards&nbsp;toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were&nbsp;making a nice dent&nbsp;in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出RTX 30系列显卡以来，该公司一直在输给英伟达。在RTX 30系列卡到来之前，AMD正处于复兴模式——一年前，它的Navi GPU在英伟达的显卡霸主地位上取得了良好的进展。但现在情况已经不同了。</blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年控制了82%的独立显卡市场，而AMD占据了其余的份额。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出TX 30系列卡以来，该公司一直在输给英伟达。在 RTX 30 系列显卡问世之前，AMD 正处于复兴模式——其 Navi GPU 正在与一年前 NVIDIA 显卡霸主地位相媲美。但现在情况已经不同了。</blockquote></p><p> Jon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a&nbsp;jump in the average selling prices&nbsp;(ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.</p><p><blockquote>Jon Peddie Research 估计，独立 GPU 出货量同比增长 24.4%。由于巨大需求和供应短缺导致平均销售价格 (ASP) 飙升，该市场在第一季度创造了 125 亿美元的收入，比去年同期增长了 370%。英伟达巨大的市场份额意味着它从这次飙升中获益匪浅，这反映在其第一季度的业绩中。</blockquote></p><p> NVIDIA's gaming revenue more than doubled&nbsp;year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.</p><p><blockquote>2022 财年第一季度，英伟达的游戏收入同比增长一倍多，达到 27.6 亿美元。AMD 的计算和图形部门（还包括 Ryzen 台式机和笔记本电脑处理器的销售）在第一季度以相对较慢的速度同比增长 46%，达到 21 亿美元。</blockquote></p><p> Jon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.</p><p><blockquote>Jon Peddie Research 估计，到 2025 年，独立 GPU 市场价值可能达到 540 亿美元，而去年为 236 亿美元。英伟达的主导地位应该使其能够在未来占据很大一部分份额，特别是考虑到其加强自身地位的举措。</blockquote></p><p> <b>AMD's resistance may not be enough</b></p><p><blockquote><b>AMD的阻力可能还不够</b></blockquote></p><p> AMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.</p><p><blockquote>AMD一直在试图与英伟达抗衡，上季度确实取得了一些进展，市场份额环比增长了一个百分点。然而，AMD现在正在寻求通过一项新技术FidelityFX超级分辨率（FSR）来提升其游戏。这将与英伟达的深度学习超级采样（DLSS）图像放大技术竞争，该技术有助于游戏看起来更好，运行更流畅。</blockquote></p><p> AMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.</p><p><blockquote>AMD的内部测试声称，其新技术可以帮助游戏在超高质量设置下以59%的帧速率运行。该芯片制造商还声称，使用性能设置，FSR可以将某些游戏的游戏性能提高2.5倍。此外，AMD表示，由于其开源性质，FSR支持广泛的硬件，包括100多个处理器和显卡。</blockquote></p><p> FSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second&nbsp;generation.</p><p><blockquote>FSR将于6月22日推出，它可能会给AMD在GPU市场带来一个很好的推动。然而，只有时间才能证明这项新技术是否会转化为 AMD 的销售，因为其竞争对手的 DLSS 技术已经进入第二代。</blockquote></p><p> However, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.</p><p><blockquote>然而，值得注意的是，英伟达正试图通过新的发布来覆盖尽可能多的GPU市场。该公司最近发布了RTX 3080 Ti和RTX 3070 Ti GPU，售价分别为1199美元和599美元。NVIDIA为旧显卡的用户提供了升级这些显卡的充分理由。它声称RTX 3080 Ti的速度是旧的GTX 1080 Ti的两倍，而RTX 3070 Ti的性能是RTX 2070 Super的1.5倍。</blockquote></p><p></p><p> NVIDIA is also&nbsp;stepping up its game&nbsp;in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.</p><p><blockquote>随着入门级显卡的推出，英伟达也在加强其在笔记本电脑市场的博弈。该公司现在提供140多种由RTX 30卡驱动的笔记本电脑型号，价格范围广泛。这使得英伟达在快速增长的游戏笔记本电脑市场占据了稳固的地位，预计到2027年，该市场的收入将达到156亿美元，而2019年为90亿美元。</blockquote></p><p> All of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have&nbsp;yet to upgrade&nbsp;to its latest cards.</p><p><blockquote>所有这些都表明，英伟达的游戏业务可以在未来很长一段时间内保持其惊人的增长水平，特别是考虑到大量游戏玩家尚未升级到其最新显卡。</blockquote></p><p> Meanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a&nbsp;top growth stock&nbsp;to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.</p><p><blockquote>与此同时，AMD游戏业务的增长远不及英伟达，鉴于后者在这一领域的霸主地位，这种情况不太可能改变。这就是为什么希望利用独立显卡蓬勃发展的市场并将一只顶级增长股票添加到其投资组合中的投资者应该选择 NVIDIA。游戏是其最大的收入来源，这项业务可能会在很长一段时间内保持火爆。</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>1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛售 AMD 并购买 NVIDIA 的一大理由</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\">\n1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛售 AMD 并购买 NVIDIA 的一大理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-06-18 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>NVIDIA</b>&nbsp;(NASDAQ:NVDA)&nbsp;has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)&nbsp;to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided&nbsp;by Jon Peddie Research.</p><p><blockquote><b>英伟达</b>（纳斯达克股票代码：NVDA）尽管做出了最大努力，但仍在独立图形处理单元 (GPU) 市场占据主导地位<b>先进微器件</b>（纳斯达克股票代码：AMD）将在这个利润丰厚的领域获得份额。根据 Jon Peddie Research 提供的最新市场份额数据，NVIDIA 没有表现出失去对显卡市场控制的迹象。</blockquote></p><p> Let's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.</p><p><blockquote>让我们看看为什么这对 NVIDIA 来说是个好兆头，并使其成为比主要竞争对手 AMD 更好的选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94007897775e469423cc8a3d1e55440d\" tg-width=\"700\" tg-height=\"393\"><span>IMAGE SOURCE: GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社</span></p></blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIA&nbsp;finished 2020 with&nbsp;82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年结束时控制了82%的独立显卡市场，而AMD占据了其余部分。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched the&nbsp;RTX 30 series cards&nbsp;toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were&nbsp;making a nice dent&nbsp;in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出RTX 30系列显卡以来，该公司一直在输给英伟达。在RTX 30系列卡到来之前，AMD正处于复兴模式——一年前，它的Navi GPU在英伟达的显卡霸主地位上取得了良好的进展。但现在情况已经不同了。</blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年控制了82%的独立显卡市场，而AMD占据了其余的份额。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出TX 30系列卡以来，该公司一直在输给英伟达。在 RTX 30 系列显卡问世之前，AMD 正处于复兴模式——其 Navi GPU 正在与一年前 NVIDIA 显卡霸主地位相媲美。但现在情况已经不同了。</blockquote></p><p> Jon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a&nbsp;jump in the average selling prices&nbsp;(ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.</p><p><blockquote>Jon Peddie Research 估计，独立 GPU 出货量同比增长 24.4%。由于巨大需求和供应短缺导致平均销售价格 (ASP) 飙升，该市场在第一季度创造了 125 亿美元的收入，比去年同期增长了 370%。英伟达巨大的市场份额意味着它从这次飙升中获益匪浅，这反映在其第一季度的业绩中。</blockquote></p><p> NVIDIA's gaming revenue more than doubled&nbsp;year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.</p><p><blockquote>2022 财年第一季度，英伟达的游戏收入同比增长一倍多，达到 27.6 亿美元。AMD 的计算和图形部门（还包括 Ryzen 台式机和笔记本电脑处理器的销售）在第一季度以相对较慢的速度同比增长 46%，达到 21 亿美元。</blockquote></p><p> Jon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.</p><p><blockquote>Jon Peddie Research 估计，到 2025 年，独立 GPU 市场价值可能达到 540 亿美元，而去年为 236 亿美元。英伟达的主导地位应该使其能够在未来占据很大一部分份额，特别是考虑到其加强自身地位的举措。</blockquote></p><p> <b>AMD's resistance may not be enough</b></p><p><blockquote><b>AMD的阻力可能还不够</b></blockquote></p><p> AMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.</p><p><blockquote>AMD一直在试图与英伟达抗衡，上季度确实取得了一些进展，市场份额环比增长了一个百分点。然而，AMD现在正在寻求通过一项新技术FidelityFX超级分辨率（FSR）来提升其游戏。这将与英伟达的深度学习超级采样（DLSS）图像放大技术竞争，该技术有助于游戏看起来更好，运行更流畅。</blockquote></p><p> AMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.</p><p><blockquote>AMD的内部测试声称，其新技术可以帮助游戏在超高质量设置下以59%的帧速率运行。该芯片制造商还声称，使用性能设置，FSR可以将某些游戏的游戏性能提高2.5倍。此外，AMD表示，由于其开源性质，FSR支持广泛的硬件，包括100多个处理器和显卡。</blockquote></p><p> FSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second&nbsp;generation.</p><p><blockquote>FSR将于6月22日推出，它可能会给AMD在GPU市场带来一个很好的推动。然而，只有时间才能证明这项新技术是否会转化为 AMD 的销售，因为其竞争对手的 DLSS 技术已经进入第二代。</blockquote></p><p> However, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.</p><p><blockquote>然而，值得注意的是，英伟达正试图通过新的发布来覆盖尽可能多的GPU市场。该公司最近发布了RTX 3080 Ti和RTX 3070 Ti GPU，售价分别为1199美元和599美元。NVIDIA为旧显卡的用户提供了升级这些显卡的充分理由。它声称RTX 3080 Ti的速度是旧的GTX 1080 Ti的两倍，而RTX 3070 Ti的性能是RTX 2070 Super的1.5倍。</blockquote></p><p></p><p> NVIDIA is also&nbsp;stepping up its game&nbsp;in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.</p><p><blockquote>随着入门级显卡的推出，英伟达也在加强其在笔记本电脑市场的博弈。该公司现在提供140多种由RTX 30卡驱动的笔记本电脑型号，价格范围广泛。这使得英伟达在快速增长的游戏笔记本电脑市场占据了稳固的地位，预计到2027年，该市场的收入将达到156亿美元，而2019年为90亿美元。</blockquote></p><p> All of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have&nbsp;yet to upgrade&nbsp;to its latest cards.</p><p><blockquote>所有这些都表明，英伟达的游戏业务可以在未来很长一段时间内保持其惊人的增长水平，特别是考虑到大量游戏玩家尚未升级到其最新显卡。</blockquote></p><p> Meanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a&nbsp;top growth stock&nbsp;to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.</p><p><blockquote>与此同时，AMD游戏业务的增长远不及英伟达，鉴于后者在这一领域的霸主地位，这种情况不太可能改变。这就是为什么希望利用独立显卡蓬勃发展的市场并将一只顶级增长股票添加到其投资组合中的投资者应该选择 NVIDIA。游戏是其最大的收入来源，这项业务可能会在很长一段时间内保持火爆。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/17/1-big-reason-to-dump-amd-and-buy-nvidia/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/06/17/1-big-reason-to-dump-amd-and-buy-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197160756","content_text":"NVIDIA (NASDAQ:NVDA) has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of Advanced Micro Devices(NASDAQ:AMD) to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided by Jon Peddie Research.\nLet's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.\nIMAGE SOURCE: GETTY IMAGES\nNVIDIA stamps its authority on graphics cards once again\nNVIDIA finished 2020 with 82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.\nAMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched the RTX 30 series cards toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were making a nice dent in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.\nNVIDIA stamps its authority on graphics cards once again\nNVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.\nAMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.\nJon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a jump in the average selling prices (ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.\nNVIDIA's gaming revenue more than doubled year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.\nJon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.\nAMD's resistance may not be enough\nAMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.\nAMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.\nFSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second generation.\nHowever, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.\nNVIDIA is also stepping up its game in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.\nAll of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have yet to upgrade to its latest cards.\nMeanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a top growth stock to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.","news_type":1,"symbols_score_info":{"NVDA":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":3864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}