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GraceChan

GraceChan

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2021-10-10

Which has the next 10X potential?

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2021-10-20

Please show us great earnings!

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2021-09-02

Hoping this will make a comeback!

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2021-10-17

Go amazon!!

Amazon stock rose 1.5% in morning trading<blockquote>亚马逊股价早盘上涨 1.5%</blockquote>

2021-10-09

Will it be more bulls or bears?

6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的 6 个理由以及您应该青睐的令人惊讶的行业中的 6 只股票</blockquote>

2021-10-13

Waiting for the news release

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2021-12-14

$Apple(AAPL)$ $200 otw!

2021-10-29

Last year end was a blast for tech stocks. Will this year be the same?

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2021-10-27

Expecting no less.

Microsoft beats revenue expectations<blockquote>微软收入超出预期</blockquote>

2021-10-08

Sweet news.

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week&nbsp;","listText":"Exciting week&nbsp;","text":"Exciting week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690120119","repostId":"1172103402","repostType":4,"repost":{"id":"1172103402","kind":"news","pubTimestamp":1639647036,"share":"https://www.laohunote.com/m/news/1172103402?lang=zh_CN&edition=full","pubTime":"2021-12-16 17:30","market":"us","language":"en","title":"Earnings Scheduled For December 16, 2021<blockquote>定于 2021 年 12 月 16 日公布的收益</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172103402","media":"Benzinga","summary":"Companies Reporting Before The Bell\n• Tsakos Energy Navigation (NYSE:TNP) is projected to report qua","content":"<p><div> Companies Reporting Before The Bell • Tsakos Energy Navigation (NYSE:TNP) is projected to report quarterly loss at $1.12 per share on revenue of $84.34 million. • Accenture (NYSE:ACN) is expected to ...</p><p><blockquote><div>盘前报告的公司 • Tsakos Energy Navigation（纽约证券交易所股票代码：TNP）预计季度亏损为每股 1.12 美元，营收为 8434 万美元。- 埃森哲（纽约证券交易所代码：ACN）预计将...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/earnings/21/12/24638132/earnings-scheduled-for-december-16-2021\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/12/24638132/earnings-scheduled-for-december-16-2021\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings Scheduled For December 16, 2021<blockquote>定于 2021 年 12 月 16 日公布的收益</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\">\nEarnings Scheduled For December 16, 2021<blockquote>定于 2021 年 12 月 16 日公布的收益</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-16 17:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Companies Reporting Before The Bell • Tsakos Energy Navigation (NYSE:TNP) is projected to report quarterly loss at $1.12 per share on revenue of $84.34 million. • Accenture (NYSE:ACN) is expected to ...</p><p><blockquote><div>盘前报告的公司 • Tsakos Energy Navigation（纽约证券交易所股票代码：TNP）预计季度亏损为每股 1.12 美元，营收为 8434 万美元。- 埃森哲（纽约证券交易所代码：ACN）预计将...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/earnings/21/12/24638132/earnings-scheduled-for-december-16-2021\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/12/24638132/earnings-scheduled-for-december-16-2021\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/earnings/21/12/24638132/earnings-scheduled-for-december-16-2021\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","ADBE":"Adobe"},"source_url":"https://www.benzinga.com/news/earnings/21/12/24638132/earnings-scheduled-for-december-16-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172103402","content_text":"Companies Reporting Before The Bell\n• Tsakos Energy Navigation (NYSE:TNP) is projected to report quarterly loss at $1.12 per share on revenue of $84.34 million.\n• Accenture (NYSE:ACN) is expected to report quarterly earnings at $2.36 per share on revenue of $12.61 billion.\n• Navios Maritime Holdings (NYSE:NM) is estimated to report earnings for its third quarter.\n• Jabil (NYSE:JBL) is projected to report quarterly earnings at $1.80 per share on revenue of $8.29 billion.\n• Adobe (NASDAQ:ADBE) is likely to report quarterly earnings at $3.20 per share on revenue of $4.09 billion.\n• Arqit Quantum (NASDAQ:ARQQ) is estimated to report earnings for its fourth quarter.\n• Worthington Industries (NYSE:WOR) is projected to report quarterly earnings at $1.72 per share on revenue of $1.25 billion.\nCompanies Reporting After The Bell\n• Expensify (NASDAQ:EXFY) is projected to report quarterly earnings at $0.42 per share on revenue of $37.42 million.\n• Rivian Automotive (NASDAQ:RIVN) is likely to report quarterly loss at $6.11 per share on revenue of $970.00 thousand.\n• Inotiv (NASDAQ:NOTV) is expected to report quarterly loss at $0.13 per share on revenue of $27.30 million.\n• FedEx (NYSE:FDX) is estimated to report quarterly earnings at $4.28 per share on revenue of $22.47 billion.\n• cbdMD (AMEX:YCBD) is estimated to report quarterly loss at $0.04 per share on revenue of $11.25 million.\n• Steelcase (NYSE:SCS) is projected to report quarterly earnings at $0.09 per share on revenue of $767.62 million.\n• Scholastic (NASDAQ:SCHL) is expected to report earnings for its second quarter.\n• Good Times Restaurants (NASDAQ:GTIM) is estimated to report earnings for its fourth quarter.\n• Quanex Building Prods (NYSE:NX) is expected to report quarterly earnings at $0.53 per share on revenue of $278.23 million.","news_type":1,"symbols_score_info":{"ADBE":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607304844,"gmtCreate":1639484951820,"gmtModify":1639484952363,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"title":"","htmlText":"$Apple(AAPL)$ $200 otw!&nbsp;","listText":"$Apple(AAPL)$ $200 otw!&nbsp;","text":"$Apple(AAPL)$ $200 otw!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/607304844","isVote":1,"tweetType":1,"viewCount":6966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602214091,"gmtCreate":1639025484410,"gmtModify":1639025484928,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"title":"","htmlText":"To the moon 🌙&nbsp;","listText":"To the moon 🌙&nbsp;","text":"To the moon 🌙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602214091","repostId":"2189695656","repostType":2,"isVote":1,"tweetType":1,"viewCount":4189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601329329,"gmtCreate":1638493178668,"gmtModify":1638493178915,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"title":"","htmlText":"When the going gets tough, the tough gets going!&nbsp;","listText":"When the going gets tough, the tough gets going!&nbsp;","text":"When the going gets tough, the tough gets going!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601329329","repostId":"2188510525","repostType":4,"isVote":1,"tweetType":1,"viewCount":3917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879742429,"gmtCreate":1636780088329,"gmtModify":1636780088590,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Long term for Palantir&nbsp;","listText":"Long term for Palantir&nbsp;","text":"Long term for Palantir","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879742429","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohunote.com/m/news/1129543601?lang=zh_CN&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度超出预期，自由现金流增加，提高指引，但抛售创造机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir 的收入环比增长 36%，同时产生 1.19 亿美元的自由现金流，利润率为 30%。</li><li>Palantir 第三季度商业收入增长 37%，政府收入同比增长 34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir 再次上调指引，预计收入同比增长 40%，达到 15.27 亿美元，自由现金流较之前的 3 亿美元增长 4 亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者喜欢讨厌 Palantir (PLTR)，该公司过去被戏称为黑盒公司，而另一些投资者则绝对喜欢它，因为他们相信 PLTR 的软件是未来。在我之前关于 PLTR 的文章中，我表示，根据 PLTR 目前的收入趋势，他们计划在第三季度实现 3.9941 亿美元的收入，在第四季度实现 4.2322 亿美元的收入。第三季度的共识数字是3.8656亿美元的收入，PLTR在2021年第四季度实现了3.921亿美元的收入，预计为4.18亿美元。随着 PLTR 大幅下跌，盘前市场的反应只不过是一片红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么平仓，要么对 PLTR 失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报发布有什么不妥之处导致抛售一直徘徊在-9.03%的范围内？PLTR 收入同比增长 36%，第三季度新增 34 名客户，并完成 54 笔价值 100 万美元或以上的交易。PLTR 的剩余交易价值同比增长 50%，达到 36 亿美元，并交付了 1.01 亿美元的运营现金（利润率为 26%）和 1.99 亿美元的自由现金流（利润率为 30%）。PLTR 还提高了 2021 年的指引，因为他们现在预计收入同比增长 40%，而之前预测为 30%，并将自由现金流的预测从 3 亿美元上调至 4 亿美元。除了这些数字之外，PLTR 还宣布了新的产品平台和用例，这些平台和用例在未来具有推动收入和自由现金流的巨大潜力。我相信这次抛售是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Seeking Alpha）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir 的商业和政府收入持续增长</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务一个又一个季度地扩大。上市五个季度后，PLTR的季度商业收入增加了6200万美元，增幅达55.36%。2021 年第三季度，PLTR 的商业运营收入为 1.74 亿美元，占其季度收入 3.921 亿美元的 44.38%。过去两年，PLTR的第三季度收入增长了85.11%，2020年第三季度同比增长35.11%，2021年第三季度又同比增长37.01%。PLTR 的商业剩余交易价值同比增长 101%，从 2020 年第三季度的 11 亿美元增至 2021 年第三季度的 22 亿美元。商业客户正在邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021 年第三季度，PLTR 净增 34 家新客户，商业客户群环比增长 20%，达到 203 家。过去一年，PLTR 的商业客户群增长了 46.04%，客户数量从 139 家增加到 203 家，增加了 64 家。任何仍然将 PLTR 归类为黑匣子的人都是不准确的，因为商业市场正在了解 PLTR 的软件平台并实施其解决方案以改善运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年Q1以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度增长率为9.43%。2021 年第三季度，这一趋势保持不变，收入环比增长 1610 万美元，增幅为 4.28%。虽然与 2021 年第二季度的 10.26% 相比，季度收入增长环比略有放缓，但 PLTR 预计其 2021 年第四季度收入将为 4.18 亿美元。PLTR 预计将创造另一项公司纪录，并在年底实现 2590 万美元 (6.61%) 的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月的总收入（TTM）。过去六个季度，PLTR 的 TTM 收入增加了 6.206 亿美元（76.55%），从 8.106 亿美元增至 14.3 亿美元。平均而言，PLTR 的 TTM 收入增长环比增长 1.0342 亿美元（9.94%）。在2020年第一季度至2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度的环比收入都至少增长了1.05亿美元。2021 年第三季度，PLTR 的 TTM 收入增至 14.3 亿美元，环比收入增长 1.068 亿美元（8.06%）。与季度指标一样，PLTR 的 TTM 预计将环比额外增长 9590 万美元，达到 15.27 亿美元，而市场普遍预期为 15.1 亿美元。这将使 PLTR 的年收入同比增长远远超过 30% 的预测，因为到 2021 年，他们的收入将增加 4.3430 亿美元 (39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR 是一家高增长公司，目前 FCF 为正，并正在扩大其指标。在 2020 年前 9 个月，PLTR 产生了 2.85 亿美元的自由现金流，在 2021 年前 9 个月末，PLTR 交付了 6.05 亿美元的波动，年初至今已产生 3.2 亿美元的自由现金流。PLTR 此前将 2021 年自由现金流指引提高到 300 美元，现在又将其再次提高到 4 亿多美元。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR 的自由现金流利润率为 30%，他们预计 2021 年自由现金流利润率将超过 4 亿美元。至少，这意味着他们将在 2021 年额外增加 8000 万美元的自由现金流。如果 PLTR 实现 15.27 亿美元的收入和 4 亿美元的自由现金流，其 2021 年自由现金流利润率将为 26.2%。PLTR 仍预计到 2025 年年收入同比增长 30%，基于 2021 年 1527 美元的预测，他们 2025 年收入将达到 43.6 亿美元。按照 PLTR 目前的自由现金流利润率，他们将在 2025 年产生 11.4 亿美元的自由现金流。考虑到 PLTR 目前的趋势，如果他们超出预期并同比增长 35%，那么他们 2025 年收入将达到 50.7 亿美元。按照目前的自由现金流利润率，到 2025 年，他们将产生 13.3 亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全力以赴。同比，他们的第三季度收入增长了 36%，他们第二次将自由现金流的指导从 3 亿美元提高到 4 亿多美元，并将年收入增长指导从 30% 提高到约 40%。PLTR 仍维持其未来同比增长 30% 的收入前景，并创造了一些令人印象深刻的利润率。PLTR 第三季度商业收入同比增长 37%，政府收入同比增长 34%。PLTR 在第三季度完成了至少 54 笔价值至少 100 万美元的交易，其中 33 笔收入至少为 500 万美元，18 笔收入至少为 1000 万美元。PLTR 的增长指标令人印象深刻，我预计他们未来将低于承诺并超额完成。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir 正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我写过关于政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机会的文章。在今天的财报看涨期权上，PLTR 介绍了有关他们将为碳排放和加密提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性的转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。到2050年实现整个经济净零排放计划的一部分。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺，将与欧盟和其他数十个国家合作，到2030年将全球甲烷排放总量减少30%。无论你对气候的立场是什么，都有许多人认为我们需要降低排放，许多国家正在努力实现一个目标。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织一起对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获工业排放物的碳酸盐燃料电池来自发电厂或制造设施的烟气流。碳排放管理已经是一项蓬勃发展的业务，PLTR 正在 Foundry 上创建一个模块，以显示单个窗格来查看收入、利润率、产量和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动 PLTR 未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密铸造。看起来PLTR正在利用他们的反洗钱和了解客户的专业知识。多年来，PLTR 与多个政府合作，发现全球最大银行的合规问题，并帮助这些银行做出回应并加强其合规计划。这是完全有道理的，当你回到合同时，PLTR已经被美国国税局和美国证券交易委员会授予了（在以前的文章中讨论过）。仅在第三季度，PLTR 就与美国国税局签署了 6 份合同。如果让我猜的话，PLTR的软件会被政府方面的国税局和美国证券交易委员会使用，并被银行和加密货币交易所采用。目前，在过去24小时内，比特币基地（纳斯达克股票代码：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为 PLTR 最终将推动其加密货币代工厂的政府和商业合同的未来收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其盈利并在消息大好时抛售消息的又一统计数据。还有人希望PLTR做什么？这是一个出色的季度，第三季度收入同比增长 36%，FCF 达到 1.19 亿美元，利润率为 30%，PLTR 完成了 54 笔交易，每笔交易价值超过 100 万美元。PLTR 超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个关于所有积极因素的卖出消息，这创造了一个买入机会。我将长期持有 PLTR，并计划如果抛售继续的话加仓。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。杠铃资本将为其成员提供独家研究、模型投资组合、投资工具、问答会议、观察列表和附加功能。我还将有一个实时投资组合，专门用于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将被分配到未来的资本增值投资和股息投资中，以便在我们睡觉时产生收入。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度超出预期，自由现金流增加，提高指引，但抛售创造机会</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度超出预期，自由现金流增加，提高指引，但抛售创造机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-13 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir 的收入环比增长 36%，同时产生 1.19 亿美元的自由现金流，利润率为 30%。</li><li>Palantir 第三季度商业收入增长 37%，政府收入同比增长 34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir 再次上调指引，预计收入同比增长 40%，达到 15.27 亿美元，自由现金流较之前的 3 亿美元增长 4 亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者喜欢讨厌 Palantir (PLTR)，该公司过去被戏称为黑盒公司，而另一些投资者则绝对喜欢它，因为他们相信 PLTR 的软件是未来。在我之前关于 PLTR 的文章中，我表示，根据 PLTR 目前的收入趋势，他们计划在第三季度实现 3.9941 亿美元的收入，在第四季度实现 4.2322 亿美元的收入。第三季度的共识数字是3.8656亿美元的收入，PLTR在2021年第四季度实现了3.921亿美元的收入，预计为4.18亿美元。随着 PLTR 大幅下跌，盘前市场的反应只不过是一片红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么平仓，要么对 PLTR 失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报发布有什么不妥之处导致抛售一直徘徊在-9.03%的范围内？PLTR 收入同比增长 36%，第三季度新增 34 名客户，并完成 54 笔价值 100 万美元或以上的交易。PLTR 的剩余交易价值同比增长 50%，达到 36 亿美元，并交付了 1.01 亿美元的运营现金（利润率为 26%）和 1.99 亿美元的自由现金流（利润率为 30%）。PLTR 还提高了 2021 年的指引，因为他们现在预计收入同比增长 40%，而之前预测为 30%，并将自由现金流的预测从 3 亿美元上调至 4 亿美元。除了这些数字之外，PLTR 还宣布了新的产品平台和用例，这些平台和用例在未来具有推动收入和自由现金流的巨大潜力。我相信这次抛售是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Seeking Alpha）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir 的商业和政府收入持续增长</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务一个又一个季度地扩大。上市五个季度后，PLTR的季度商业收入增加了6200万美元，增幅达55.36%。2021 年第三季度，PLTR 的商业运营收入为 1.74 亿美元，占其季度收入 3.921 亿美元的 44.38%。过去两年，PLTR的第三季度收入增长了85.11%，2020年第三季度同比增长35.11%，2021年第三季度又同比增长37.01%。PLTR 的商业剩余交易价值同比增长 101%，从 2020 年第三季度的 11 亿美元增至 2021 年第三季度的 22 亿美元。商业客户正在邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021 年第三季度，PLTR 净增 34 家新客户，商业客户群环比增长 20%，达到 203 家。过去一年，PLTR 的商业客户群增长了 46.04%，客户数量从 139 家增加到 203 家，增加了 64 家。任何仍然将 PLTR 归类为黑匣子的人都是不准确的，因为商业市场正在了解 PLTR 的软件平台并实施其解决方案以改善运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年Q1以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度增长率为9.43%。2021 年第三季度，这一趋势保持不变，收入环比增长 1610 万美元，增幅为 4.28%。虽然与 2021 年第二季度的 10.26% 相比，季度收入增长环比略有放缓，但 PLTR 预计其 2021 年第四季度收入将为 4.18 亿美元。PLTR 预计将创造另一项公司纪录，并在年底实现 2590 万美元 (6.61%) 的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月的总收入（TTM）。过去六个季度，PLTR 的 TTM 收入增加了 6.206 亿美元（76.55%），从 8.106 亿美元增至 14.3 亿美元。平均而言，PLTR 的 TTM 收入增长环比增长 1.0342 亿美元（9.94%）。在2020年第一季度至2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度的环比收入都至少增长了1.05亿美元。2021 年第三季度，PLTR 的 TTM 收入增至 14.3 亿美元，环比收入增长 1.068 亿美元（8.06%）。与季度指标一样，PLTR 的 TTM 预计将环比额外增长 9590 万美元，达到 15.27 亿美元，而市场普遍预期为 15.1 亿美元。这将使 PLTR 的年收入同比增长远远超过 30% 的预测，因为到 2021 年，他们的收入将增加 4.3430 亿美元 (39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR 是一家高增长公司，目前 FCF 为正，并正在扩大其指标。在 2020 年前 9 个月，PLTR 产生了 2.85 亿美元的自由现金流，在 2021 年前 9 个月末，PLTR 交付了 6.05 亿美元的波动，年初至今已产生 3.2 亿美元的自由现金流。PLTR 此前将 2021 年自由现金流指引提高到 300 美元，现在又将其再次提高到 4 亿多美元。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR 的自由现金流利润率为 30%，他们预计 2021 年自由现金流利润率将超过 4 亿美元。至少，这意味着他们将在 2021 年额外增加 8000 万美元的自由现金流。如果 PLTR 实现 15.27 亿美元的收入和 4 亿美元的自由现金流，其 2021 年自由现金流利润率将为 26.2%。PLTR 仍预计到 2025 年年收入同比增长 30%，基于 2021 年 1527 美元的预测，他们 2025 年收入将达到 43.6 亿美元。按照 PLTR 目前的自由现金流利润率，他们将在 2025 年产生 11.4 亿美元的自由现金流。考虑到 PLTR 目前的趋势，如果他们超出预期并同比增长 35%，那么他们 2025 年收入将达到 50.7 亿美元。按照目前的自由现金流利润率，到 2025 年，他们将产生 13.3 亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全力以赴。同比，他们的第三季度收入增长了 36%，他们第二次将自由现金流的指导从 3 亿美元提高到 4 亿多美元，并将年收入增长指导从 30% 提高到约 40%。PLTR 仍维持其未来同比增长 30% 的收入前景，并创造了一些令人印象深刻的利润率。PLTR 第三季度商业收入同比增长 37%，政府收入同比增长 34%。PLTR 在第三季度完成了至少 54 笔价值至少 100 万美元的交易，其中 33 笔收入至少为 500 万美元，18 笔收入至少为 1000 万美元。PLTR 的增长指标令人印象深刻，我预计他们未来将低于承诺并超额完成。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir 正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我写过关于政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机会的文章。在今天的财报看涨期权上，PLTR 介绍了有关他们将为碳排放和加密提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性的转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。到2050年实现整个经济净零排放计划的一部分。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺，将与欧盟和其他数十个国家合作，到2030年将全球甲烷排放总量减少30%。无论你对气候的立场是什么，都有许多人认为我们需要降低排放，许多国家正在努力实现一个目标。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织一起对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获工业排放物的碳酸盐燃料电池来自发电厂或制造设施的烟气流。碳排放管理已经是一项蓬勃发展的业务，PLTR 正在 Foundry 上创建一个模块，以显示单个窗格来查看收入、利润率、产量和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动 PLTR 未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密铸造。看起来PLTR正在利用他们的反洗钱和了解客户的专业知识。多年来，PLTR 与多个政府合作，发现全球最大银行的合规问题，并帮助这些银行做出回应并加强其合规计划。这是完全有道理的，当你回到合同时，PLTR已经被美国国税局和美国证券交易委员会授予了（在以前的文章中讨论过）。仅在第三季度，PLTR 就与美国国税局签署了 6 份合同。如果让我猜的话，PLTR的软件会被政府方面的国税局和美国证券交易委员会使用，并被银行和加密货币交易所采用。目前，在过去24小时内，比特币基地（纳斯达克股票代码：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为 PLTR 最终将推动其加密货币代工厂的政府和商业合同的未来收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其盈利并在消息大好时抛售消息的又一统计数据。还有人希望PLTR做什么？这是一个出色的季度，第三季度收入同比增长 36%，FCF 达到 1.19 亿美元，利润率为 30%，PLTR 完成了 54 笔交易，每笔交易价值超过 100 万美元。PLTR 超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个关于所有积极因素的卖出消息，这创造了一个买入机会。我将长期持有 PLTR，并计划如果抛售继续的话加仓。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。杠铃资本将为其成员提供独家研究、模型投资组合、投资工具、问答会议、观察列表和附加功能。我还将有一个实时投资组合，专门用于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将被分配到未来的资本增值投资和股息投资中，以便在我们睡觉时产生收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":4979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854419633,"gmtCreate":1635472945535,"gmtModify":1635472946509,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Bullish on this one. Are you?","listText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Bullish on this one. Are you?","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$Bullish on this one. Are you?","images":[{"img":"https://static.tigerbbs.com/f690d29eda640b8631a3e411eda1162c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854419633","isVote":1,"tweetType":1,"viewCount":4287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854410018,"gmtCreate":1635472849739,"gmtModify":1635473989977,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Last year end was a blast for tech stocks. Will this year be the same?","listText":"Last year end was a blast for tech stocks. Will this year be the same?","text":"Last year end was a blast for tech stocks. Will this year be the same?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/854410018","repostId":"2179291938","repostType":4,"isVote":1,"tweetType":1,"viewCount":4232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855271094,"gmtCreate":1635380390830,"gmtModify":1635388865594,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Adding Microsoft&nbsp;","listText":"Adding Microsoft&nbsp;","text":"Adding Microsoft","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855271094","repostId":"2178237269","repostType":4,"isVote":1,"tweetType":1,"viewCount":4603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852406754,"gmtCreate":1635294505724,"gmtModify":1635294506598,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Expecting no less.&nbsp;","listText":"Expecting no less.&nbsp;","text":"Expecting no less.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/852406754","repostId":"1198138567","repostType":4,"repost":{"id":"1198138567","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635289060,"share":"https://www.laohunote.com/m/news/1198138567?lang=zh_CN&edition=full","pubTime":"2021-10-27 06:57","market":"us","language":"en","title":"Microsoft beats revenue expectations<blockquote>微软收入超出预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198138567","media":"Tiger Newspress","summary":"Microsoft shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.Earnings:$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.Revenue:$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.Overall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.Net income","content":"<p>Microsoft&nbsp;shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.</p><p><blockquote>软件和硬件制造商微软公布的第一财季收益超出分析师预期，该公司股价在周二盘后交易中小幅下跌 2%，创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/39a5f34928113f01cf2fd1dd31b1b3fa\" tg-width=\"849\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Here’s how the company did:</p><p><blockquote>公司是这样做的：</blockquote></p><p> <ul>  <li><b>Earnings:</b>$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.</li>  <li><b>Revenue:</b>$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.</li> </ul> Overall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.</p><p><blockquote><ul><li><b>收益：</b>路孚特表示，调整后每股价格为 2.27 美元，而分析师预期为 2.07 美元。</li><li><b>收入：</b>根据 Refinitiv 的数据，为 453.2 亿美元，而分析师预期为 439.7 亿美元。</li></ul>总体而言，截至 9 月 30 日的第一季度收入增长 22%，达到 453.2 亿美元，超出约 439.7 亿美元的预期。</blockquote></p><p> Net income rose to $20.51 billion, or $2.71 per share. The company said its results included a $3.3 billion net income tax benefit.</p><p><blockquote>净利润升至 205.1 亿美元，即每股 2.71 美元。该公司表示，其业绩包括 33 亿美元的净所得税优惠。</blockquote></p><p> On an adjusted basis it earned $2.27 per share, trumping analyst expectations of $2.07 per share.</p><p><blockquote>调整后每股收益为 2.27 美元，超过分析师预期的每股 2.07 美元。</blockquote></p><p> Microsoft said revenue from its largest and fastest growing \"Intelligent Cloud\" segment surged 31% to $17 billion. Analysts had expected a figure of $16.58 billion, according to Refinitiv data.</p><p><blockquote>微软表示，其最大、增长最快的“智能云”部门的收入飙升 31%，达到 170 亿美元。根据路孚特的数据，分析师此前预计这一数字为 165.8 亿美元。</blockquote></p><p> Revenue growth for Azure, the company's flagship cloud-computing business, came in at 48% in constant currency to beat analysts' estimates of 47.5%, according to consensus data from Visible Alpha.</p><p><blockquote>根据 Visible Alpha 的共识数据，该公司旗舰云计算业务 Azure 的收入增长率按固定汇率计算为 48%，超过分析师预期的 47.5%。</blockquote></p><p> Azure's growth rate is the best direct measure of competition with rivals such as AWS and Google Cloud as Microsoft does not break out revenue from the cloud-computing unit.</p><p><blockquote>Azure 的增长率是衡量与 AWS 和 Google Cloud 等竞争对手竞争的最佳直接指标，因为微软没有从云计算部门获得收入。</blockquote></p><p> Microsoft appeared to hold off Google Cloud's rising challenge. Google Cloud said on Tuesday its revenue surged by 45% to $4.99 billion, but failed to live up to estimates of $5.2 billion.</p><p><blockquote>微软似乎推迟了谷歌云日益增长的挑战。谷歌云周二表示，其收入飙升 45%，达到 49.9 亿美元，但未能达到 52 亿美元的预期。</blockquote></p><p> Revenue at the firm's other business units that house Windows software, Teams messaging service and LinkedIn professional social networking platform also beat analyst expectations.</p><p><blockquote>该公司其他业务部门（包括 Windows 软件、Teams 消息服务和 LinkedIn 专业社交网络平台）的收入也超出了分析师的预期。</blockquote></p><p> The supply chain issues affecting much of the global tech industry had mixed consequences for Microsoft.</p><p><blockquote>影响全球科技行业大部分地区的供应链问题对微软产生了喜忧参半的影响。</blockquote></p><p> Amy Hood, executive vice president and chief financial officer of Microsoft, said that while the company did see some higher costs for building out data centers, it was able to mitigate those costs, with gross margins for its commercial cloud segment rising after discounting the impact of recent changes in accounting for data center gear.</p><p><blockquote>微软执行副总裁兼首席财务官 Amy Hood 表示，虽然该公司确实看到了建设数据中心的成本上升，但它能够降低这些成本，在扣除影响后，其商业云部门的毛利率有所上升。最近数据中心设备会计变化。</blockquote></p><p> Microsoft said sales of its Xbox gaming consoles and accessories were up 166% as it continues to see strong demand for new models after the pandemic forced millions to seek entertainment at home.</p><p><blockquote>微软表示，其 Xbox 游戏机和配件的销量增长了 166%，因为在疫情迫使数百万人在家寻求娱乐后，该公司继续看到对新机型的强劲需求。</blockquote></p><p> But Microsoft and its rivals have been unable to keep up with demand because of the global chip crunch.</p><p><blockquote>但由于全球芯片短缺，微软及其竞争对手一直无法满足需求。</blockquote></p><p> Hood told Reuters the company expects Xbox demand to continue to exceed supply.</p><p><blockquote>胡德告诉路透社，该公司预计 Xbox 需求将继续超过供应。</blockquote></p><p> Microsoft's revenue from selling Windows to PC makers grew 10% year over year, beating the overall PC market, which only grew 3.9% over the same period because of supply constraints, according to data from IDC.</p><p><blockquote>IDC 的数据显示，微软向 PC 制造商销售 Windows 的收入同比增长 10%，超过了同期因供应限制仅增长 3.9% 的整体 PC 市场。</blockquote></p><p> Hood said that the company was able to outperform in the PC market because of its strength in selling licenses for Windows destined for corporate customers, where it gets more revenue per license and has better market share.</p><p><blockquote>胡德表示，该公司之所以能够在个人电脑市场表现出色，是因为它在销售面向企业客户的 Windows 许可证方面实力雄厚，每个许可证的收入更多，市场份额也更好。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft beats revenue expectations<blockquote>微软收入超出预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-27 06:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Microsoft&nbsp;shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.</p><p><blockquote>软件和硬件制造商微软公布的第一财季收益超出分析师预期，该公司股价在周二盘后交易中小幅下跌 2%，创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/39a5f34928113f01cf2fd1dd31b1b3fa\" tg-width=\"849\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Here’s how the company did:</p><p><blockquote>公司是这样做的：</blockquote></p><p> <ul>  <li><b>Earnings:</b>$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.</li>  <li><b>Revenue:</b>$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.</li> </ul> Overall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.</p><p><blockquote><ul><li><b>收益：</b>路孚特表示，调整后每股价格为 2.27 美元，而分析师预期为 2.07 美元。</li><li><b>收入：</b>根据 Refinitiv 的数据，为 453.2 亿美元，而分析师预期为 439.7 亿美元。</li></ul>总体而言，截至 9 月 30 日的第一季度收入增长 22%，达到 453.2 亿美元，超出约 439.7 亿美元的预期。</blockquote></p><p> Net income rose to $20.51 billion, or $2.71 per share. The company said its results included a $3.3 billion net income tax benefit.</p><p><blockquote>净利润升至 205.1 亿美元，即每股 2.71 美元。该公司表示，其业绩包括 33 亿美元的净所得税优惠。</blockquote></p><p> On an adjusted basis it earned $2.27 per share, trumping analyst expectations of $2.07 per share.</p><p><blockquote>调整后每股收益为 2.27 美元，超过分析师预期的每股 2.07 美元。</blockquote></p><p> Microsoft said revenue from its largest and fastest growing \"Intelligent Cloud\" segment surged 31% to $17 billion. Analysts had expected a figure of $16.58 billion, according to Refinitiv data.</p><p><blockquote>微软表示，其最大、增长最快的“智能云”部门的收入飙升 31%，达到 170 亿美元。根据路孚特的数据，分析师此前预计这一数字为 165.8 亿美元。</blockquote></p><p> Revenue growth for Azure, the company's flagship cloud-computing business, came in at 48% in constant currency to beat analysts' estimates of 47.5%, according to consensus data from Visible Alpha.</p><p><blockquote>根据 Visible Alpha 的共识数据，该公司旗舰云计算业务 Azure 的收入增长率按固定汇率计算为 48%，超过分析师预期的 47.5%。</blockquote></p><p> Azure's growth rate is the best direct measure of competition with rivals such as AWS and Google Cloud as Microsoft does not break out revenue from the cloud-computing unit.</p><p><blockquote>Azure 的增长率是衡量与 AWS 和 Google Cloud 等竞争对手竞争的最佳直接指标，因为微软没有从云计算部门获得收入。</blockquote></p><p> Microsoft appeared to hold off Google Cloud's rising challenge. Google Cloud said on Tuesday its revenue surged by 45% to $4.99 billion, but failed to live up to estimates of $5.2 billion.</p><p><blockquote>微软似乎推迟了谷歌云日益增长的挑战。谷歌云周二表示，其收入飙升 45%，达到 49.9 亿美元，但未能达到 52 亿美元的预期。</blockquote></p><p> Revenue at the firm's other business units that house Windows software, Teams messaging service and LinkedIn professional social networking platform also beat analyst expectations.</p><p><blockquote>该公司其他业务部门（包括 Windows 软件、Teams 消息服务和 LinkedIn 专业社交网络平台）的收入也超出了分析师的预期。</blockquote></p><p> The supply chain issues affecting much of the global tech industry had mixed consequences for Microsoft.</p><p><blockquote>影响全球科技行业大部分地区的供应链问题对微软产生了喜忧参半的影响。</blockquote></p><p> Amy Hood, executive vice president and chief financial officer of Microsoft, said that while the company did see some higher costs for building out data centers, it was able to mitigate those costs, with gross margins for its commercial cloud segment rising after discounting the impact of recent changes in accounting for data center gear.</p><p><blockquote>微软执行副总裁兼首席财务官 Amy Hood 表示，虽然该公司确实看到了建设数据中心的成本上升，但它能够降低这些成本，在扣除影响后，其商业云部门的毛利率有所上升。最近数据中心设备会计变化。</blockquote></p><p> Microsoft said sales of its Xbox gaming consoles and accessories were up 166% as it continues to see strong demand for new models after the pandemic forced millions to seek entertainment at home.</p><p><blockquote>微软表示，其 Xbox 游戏机和配件的销量增长了 166%，因为在疫情迫使数百万人在家寻求娱乐后，该公司继续看到对新机型的强劲需求。</blockquote></p><p> But Microsoft and its rivals have been unable to keep up with demand because of the global chip crunch.</p><p><blockquote>但由于全球芯片短缺，微软及其竞争对手一直无法满足需求。</blockquote></p><p> Hood told Reuters the company expects Xbox demand to continue to exceed supply.</p><p><blockquote>胡德告诉路透社，该公司预计 Xbox 需求将继续超过供应。</blockquote></p><p> Microsoft's revenue from selling Windows to PC makers grew 10% year over year, beating the overall PC market, which only grew 3.9% over the same period because of supply constraints, according to data from IDC.</p><p><blockquote>IDC 的数据显示，微软向 PC 制造商销售 Windows 的收入同比增长 10%，超过了同期因供应限制仅增长 3.9% 的整体 PC 市场。</blockquote></p><p> Hood said that the company was able to outperform in the PC market because of its strength in selling licenses for Windows destined for corporate customers, where it gets more revenue per license and has better market share.</p><p><blockquote>胡德表示，该公司之所以能够在个人电脑市场表现出色，是因为它在销售面向企业客户的 Windows 许可证方面实力雄厚，每个许可证的收入更多，市场份额也更好。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198138567","content_text":"Microsoft shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.\n\nHere’s how the company did:\n\nEarnings:$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.\nRevenue:$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.\n\nOverall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.\nNet income rose to $20.51 billion, or $2.71 per share. The company said its results included a $3.3 billion net income tax benefit.\nOn an adjusted basis it earned $2.27 per share, trumping analyst expectations of $2.07 per share.\nMicrosoft said revenue from its largest and fastest growing \"Intelligent Cloud\" segment surged 31% to $17 billion. Analysts had expected a figure of $16.58 billion, according to Refinitiv data.\nRevenue growth for Azure, the company's flagship cloud-computing business, came in at 48% in constant currency to beat analysts' estimates of 47.5%, according to consensus data from Visible Alpha.\nAzure's growth rate is the best direct measure of competition with rivals such as AWS and Google Cloud as Microsoft does not break out revenue from the cloud-computing unit.\nMicrosoft appeared to hold off Google Cloud's rising challenge. Google Cloud said on Tuesday its revenue surged by 45% to $4.99 billion, but failed to live up to estimates of $5.2 billion.\nRevenue at the firm's other business units that house Windows software, Teams messaging service and LinkedIn professional social networking platform also beat analyst expectations.\nThe supply chain issues affecting much of the global tech industry had mixed consequences for Microsoft.\nAmy Hood, executive vice president and chief financial officer of Microsoft, said that while the company did see some higher costs for building out data centers, it was able to mitigate those costs, with gross margins for its commercial cloud segment rising after discounting the impact of recent changes in accounting for data center gear.\nMicrosoft said sales of its Xbox gaming consoles and accessories were up 166% as it continues to see strong demand for new models after the pandemic forced millions to seek entertainment at home.\nBut Microsoft and its rivals have been unable to keep up with demand because of the global chip crunch.\nHood told Reuters the company expects Xbox demand to continue to exceed supply.\nMicrosoft's revenue from selling Windows to PC makers grew 10% year over year, beating the overall PC market, which only grew 3.9% over the same period because of supply constraints, according to data from IDC.\nHood said that the company was able to outperform in the PC market because of its strength in selling licenses for Windows destined for corporate customers, where it gets more revenue per license and has better market share.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858711368,"gmtCreate":1635122012561,"gmtModify":1635122013442,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Exciting week! 🚀&nbsp;","listText":"Exciting week! 🚀&nbsp;","text":"Exciting week! 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858711368","repostId":"2178808449","repostType":4,"isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853328633,"gmtCreate":1634775199455,"gmtModify":1634775200354,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Who will&nbsp;bear the cost of rapid&nbsp;test?","listText":"Who will&nbsp;bear the cost of rapid&nbsp;test?","text":"Who will bear the cost of rapid test?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853328633","repostId":"2177434383","repostType":4,"isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859823799,"gmtCreate":1634688250970,"gmtModify":1634688251828,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Please show us great earnings!","listText":"Please show us great earnings!","text":"Please show us great earnings!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859823799","repostId":"2176710436","repostType":4,"isVote":1,"tweetType":1,"viewCount":1492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850263568,"gmtCreate":1634602722113,"gmtModify":1634602722978,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Shopping season!","listText":"Shopping season!","text":"Shopping season!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850263568","repostId":"2176240541","repostType":4,"isVote":1,"tweetType":1,"viewCount":1204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827479895,"gmtCreate":1634520059647,"gmtModify":1634520060544,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Success!","listText":"Success!","text":"Success!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827479895","repostId":"1196086646","repostType":4,"repost":{"id":"1196086646","kind":"news","pubTimestamp":1634519022,"share":"https://www.laohunote.com/m/news/1196086646?lang=zh_CN&edition=full","pubTime":"2021-10-18 09:03","market":"us","language":"en","title":"TSLA Stock: What Really Matters About the Full Self-Driving Rollout<blockquote>特斯拉股票：全自动驾驶推出真正重要的是什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196086646","media":"InvestorPlace","summary":"It doesn’t matter to TSLA stock investors that FSD doesn’t work","content":"<p><div> Tesla(NASDAQ:TSLA) is reportedly expanding access to its Full Self-Driving Beta 10.2 software. Many TSLA stock investors are hoping autonomy will eventually be a big business for Tesla. The ...</p><p><blockquote><div>据报道，特斯拉（纳斯达克股票代码：TSLA）正在扩大其全自动驾驶 Beta 10.2 软件的访问范围。许多特斯拉股票投资者希望自动驾驶最终将成为特斯拉的一项大生意。这……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/10/tsla-stock-what-really-matters-about-the-full-self-driving-rollout/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/10/tsla-stock-what-really-matters-about-the-full-self-driving-rollout/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSLA Stock: What Really Matters About the Full Self-Driving Rollout<blockquote>特斯拉股票：全自动驾驶推出真正重要的是什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSLA Stock: What Really Matters About the Full Self-Driving Rollout<blockquote>特斯拉股票：全自动驾驶推出真正重要的是什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-10-18 09:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Tesla(NASDAQ:TSLA) is reportedly expanding access to its Full Self-Driving Beta 10.2 software. Many TSLA stock investors are hoping autonomy will eventually be a big business for Tesla. The ...</p><p><blockquote><div>据报道，特斯拉（纳斯达克股票代码：TSLA）正在扩大其全自动驾驶 Beta 10.2 软件的访问范围。许多特斯拉股票投资者希望自动驾驶最终将成为特斯拉的一项大生意。这……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/10/tsla-stock-what-really-matters-about-the-full-self-driving-rollout/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/10/tsla-stock-what-really-matters-about-the-full-self-driving-rollout/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/10/tsla-stock-what-really-matters-about-the-full-self-driving-rollout/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2021/10/tsla-stock-what-really-matters-about-the-full-self-driving-rollout/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196086646","content_text":"Tesla(NASDAQ:TSLA) is reportedly expanding access to its Full Self-Driving Beta 10.2 software. Many TSLA stock investors are hoping autonomy will eventually be a big business for Tesla.\nThe controversial FSD software has generated plenty of criticism on social media. After reading some of the comments and watching some videos, the problem is clear. FSD isn’t full self-driving. Fortunately for TSLA stock investors, FSD doesn’t need to be perfect for the stock price to continue to rise. Here’s a look at what about FSD is important for TSLA stock and what is not.\nNot Important For TSLA Stock: FSD Doesn’t Work\nFSD is a Level 2 autonomous driver assistance system. In 2019, Tesla CEO Elon Musk promised a million Tesla robotaxis on the roads by the end of 2020.  Unfortunately, more than two years later, FSD is still just Level 2 (out of five levels) of autonomy.\nHere’s how the Society of Automotive Engineers defines Level 2 autonomous vehicles.\n\n Vehicle has combined automated functions, like acceleration and steering, but the driver must remain engaged with the driving task and monitor the environment at all times.\n\nThe good news is that FSD doesn’t need to be self-driving. As I have repeatedly said, TSLA stock is a story stock. Numbers, data and facts don’t make much difference to Tesla investors or customers, two groups that have significant overlap.\nWhen Tesla customers pay $10,000 for FSD, they aren’t expecting a driverless vehicle. They are expecting to be able to tell their friends that they have FSD. They are expecting to be able to post videos of them playing around with the car on social media. It’s not about getting what they paid for. It’s about the story, and that story has true value to them.\nViral FSD Videos\nThere are plenty of video clips online demonstrating just how bad FSD actually is. Vice recently highlighted one viral video of a FSD Tesla swerving unexpectedly toward pedestrians in a crosswalk. The article also includes an in-depth summary of why most FSD testers protect Tesla by not posting similar videos.\nSince the Vice article, a new viral video has surfaced suggesting FSD is still struggling with very basic tasks.\nLos Angeles Times journalist Russ Mitchell tweeted in response to the video in question. The video shows a FSD Tesla nearly slamming into a road closed sign at a high speed.\n“As Tesla tests driverless cars on public roads, its basic automatic emergency braking system appears to be not working at all,” Mitchell said.\nAlso Not Important: If Regulators Ban FSD\nBut remember, it doesn’t matter that FSD doesn’t work. It doesn’t matter that only a handful of Tesla drivers that paid for FSD actually have access to it. It definitely doesn’t matter if regulators ban it, which is a distinct possibility.\nIn fact, a ban would give Musk a convenient excuse for denying Tesla customers access to features they have been paying for since 2016.  I wouldn’t be surprised if Musk is secretly hoping for a regulatory ban, which would give Tesla much-needed time to improve FSD. After all, Tesla’s driver assistance systems are currently under investigation by both the National Transportation Safety Board and National Highway Traffic Safety Administration to determine if they played a role in a number of crashes, some of which have been fatal.\nFinally, it doesn’t matter if someone is eventually killed by a FSD Tesla if Tesla is able to successfully blame the death on the vehicle’s driver. Tesla has been very careful to warn FSD testers that they are ultimately the ones responsible for their FSD software. Tesla has said FSD “may do the wrong thing at the worst time.”  If an innocent pedestrian is killed in a crosswalk, Tesla has made clear that will be the driver’s fault, not Tesla’s.\nWhat Does Matter For TSLA Stock: Tesla’s Reputation\nAs far as I can tell, there’s only one thing about FSD that matters for TSLA stock investors. The stock could take a big hit if one or more people are killed by FSD vehicles and the videos go viral enough to tarnish Tesla’s reputation. Tesla’s reputation is why it has a $785 billion market cap. Nothing about Tesla’s actual business justifies that valuation.\nMusk is a genius at controlling the online narrative surrounding Tesla. As long as Tesla customers and investors are willing to keep accepting his excuses, the stock will continue to rise. If FSD is finally the straw that breaks the back of Tesla’s reputation, the stock could have tremendous downside.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827195708,"gmtCreate":1634431056858,"gmtModify":1634431057632,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Go amazon!!","listText":"Go amazon!!","text":"Go amazon!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827195708","repostId":"1180900172","repostType":4,"repost":{"id":"1180900172","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634309275,"share":"https://www.laohunote.com/m/news/1180900172?lang=zh_CN&edition=full","pubTime":"2021-10-15 22:47","market":"us","language":"en","title":"Amazon stock rose 1.5% in morning trading<blockquote>亚马逊股价早盘上涨 1.5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180900172","media":"Tiger Newspress","summary":"Amazon stock rose 1.5% in morning trading after challenging record $865 million EU data-protection f","content":"<p>Amazon stock rose 1.5% in morning trading&nbsp;after&nbsp;challenging record $865 million EU data-protection fine.</p><p><blockquote>亚马逊股价在挑战创纪录的 8.65 亿美元欧盟数据保护罚款后，早盘交易中上涨 1.5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3a033875d6b1950d9ce2adfbd5b39d06\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Amazon.com Inc. appealed a record 746 million-euro ($865 million) penalty for allegedly violating the European Union’s tough data-protection rules.</p><p><blockquote>亚马逊公司因涉嫌违反欧盟严格的数据保护规则而被处以创纪录的 7.46 亿欧元（约合 8.65 亿美元）罚款。</blockquote></p><p> The appeal was filed at the Luxembourg Administrative Tribunal on Friday, according to Luxembourg court spokesman Henri Eippers.</p><p><blockquote>据卢森堡法院发言人亨利·艾珀斯称，上诉于周五提交给卢森堡行政法庭。</blockquote></p><p> The challenge comes after CNPD, Luxembourg’s data protection regulator, where Amazon has its EU base,slapped&nbsp;the U.S. tech giant with the fine in July.</p><p><blockquote>亚马逊欧盟基地所在地卢森堡的数据保护监管机构 CNPD 于 7 月对这家美国科技巨头处以罚款。</blockquote></p><p> The regulator ruled that Amazon violated the bloc’s General Data Protection Regulation, or GDPR, through its processing of users’ personal data. &nbsp;The decision was triggered by a 2018 complaint from French privacy rights group La Quadrature du Net.</p><p><blockquote>监管机构裁定，亚马逊处理用户个人数据的行为违反了欧盟的一般数据保护条例（GDPR）。这一决定是由法国隐私权组织La Quadrature du Net 2018年的投诉引发的。</blockquote></p><p> The world’s biggest online retailer has drawn scrutiny in recent years for the vast trove of data it has amassed on a range of customers and partners, including independent merchants who sell on its retail marketplace, users of its Alexa digital assistant, and shoppers whose browsing and purchase history inform what Amazon shows them on its website.</p><p><blockquote>近年来，这家全球最大的在线零售商因其在一系列客户和合作伙伴上积累的大量数据而备受关注，这些客户和合作伙伴包括在其零售市场上销售的独立商家、其 Alexa 数字助理的用户，以及其浏览和购买历史记录会影响亚马逊在其网站上显示的内容的购物者。</blockquote></p><p> Amazon declined to comment on the appeal, but referred to a previous statement in July that “there has been no data breach, and no customer data has been exposed to any third party.”</p><p><blockquote>亚马逊拒绝就这一上诉发表评论，但提到了之前在 7 月份的一份声明，即 “没有发生数据泄露，也没有客户数据暴露给任何第三方”。</blockquote></p><p> Amazon previously said it “strongly” disagreed with the Luxembourg authority’s findings.</p><p><blockquote>亚马逊此前表示，它 “强烈 ”不同意卢森堡当局的调查结果。</blockquote></p><p> The company says it collects data to improve the customer experience, and sets guidelines governing what employees can do with it. Some lawmakers and regulators have raised concerns that the company has used what it knows to give itself an unfair advantage in the marketplace.</p><p><blockquote>该公司表示，它收集数据是为了改善客户体验，并制定指导方针来管理员工可以如何使用这些数据。一些立法者和监管机构担心该公司利用其所知道的在市场上给自己带来不公平的优势。</blockquote></p><p> EU data protection regulators’ powers have increased significantly since the bloc’s GDPR rules took effect in May 2018. The law allows watchdogs to levy fines of as much as 4% of a company’s annual global sales.</p><p><blockquote>自2018年5月欧盟GDPR规则生效以来，欧盟数据保护监管机构的权力大幅增加。法律允许监管机构处以高达公司全球年销售额 4% 的罚款。</blockquote></p><p> The privacy probe adds to intense&nbsp;antitrust scrutiny&nbsp;of Amazon’s business in Europe. Amazon is being probed by the EU over its use of data from sellers on its platform and whether it unfairly favors its own products. Germany has multiple probes into Amazon’s sales. The U.K. is also examining similar issues to the EU.</p><p><blockquote>这项隐私调查加剧了对亚马逊在欧洲业务的严格反垄断审查。欧盟正在调查亚马逊使用其平台上卖家的数据，以及它是否不公平地偏袒自己的产品。德国对亚马逊的销售情况进行了多项调查。英国也在研究与欧盟类似的问题。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon stock rose 1.5% in morning trading<blockquote>亚马逊股价早盘上涨 1.5%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon stock rose 1.5% in morning trading<blockquote>亚马逊股价早盘上涨 1.5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-15 22:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Amazon stock rose 1.5% in morning trading&nbsp;after&nbsp;challenging record $865 million EU data-protection fine.</p><p><blockquote>亚马逊股价在挑战创纪录的 8.65 亿美元欧盟数据保护罚款后，早盘交易中上涨 1.5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3a033875d6b1950d9ce2adfbd5b39d06\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Amazon.com Inc. appealed a record 746 million-euro ($865 million) penalty for allegedly violating the European Union’s tough data-protection rules.</p><p><blockquote>亚马逊公司因涉嫌违反欧盟严格的数据保护规则而被处以创纪录的 7.46 亿欧元（约合 8.65 亿美元）罚款。</blockquote></p><p> The appeal was filed at the Luxembourg Administrative Tribunal on Friday, according to Luxembourg court spokesman Henri Eippers.</p><p><blockquote>据卢森堡法院发言人亨利·艾珀斯称，上诉于周五提交给卢森堡行政法庭。</blockquote></p><p> The challenge comes after CNPD, Luxembourg’s data protection regulator, where Amazon has its EU base,slapped&nbsp;the U.S. tech giant with the fine in July.</p><p><blockquote>亚马逊欧盟基地所在地卢森堡的数据保护监管机构 CNPD 于 7 月对这家美国科技巨头处以罚款。</blockquote></p><p> The regulator ruled that Amazon violated the bloc’s General Data Protection Regulation, or GDPR, through its processing of users’ personal data. &nbsp;The decision was triggered by a 2018 complaint from French privacy rights group La Quadrature du Net.</p><p><blockquote>监管机构裁定，亚马逊处理用户个人数据的行为违反了欧盟的一般数据保护条例（GDPR）。这一决定是由法国隐私权组织La Quadrature du Net 2018年的投诉引发的。</blockquote></p><p> The world’s biggest online retailer has drawn scrutiny in recent years for the vast trove of data it has amassed on a range of customers and partners, including independent merchants who sell on its retail marketplace, users of its Alexa digital assistant, and shoppers whose browsing and purchase history inform what Amazon shows them on its website.</p><p><blockquote>近年来，这家全球最大的在线零售商因其在一系列客户和合作伙伴上积累的大量数据而备受关注，这些客户和合作伙伴包括在其零售市场上销售的独立商家、其 Alexa 数字助理的用户，以及其浏览和购买历史记录会影响亚马逊在其网站上显示的内容的购物者。</blockquote></p><p> Amazon declined to comment on the appeal, but referred to a previous statement in July that “there has been no data breach, and no customer data has been exposed to any third party.”</p><p><blockquote>亚马逊拒绝就这一上诉发表评论，但提到了之前在 7 月份的一份声明，即 “没有发生数据泄露，也没有客户数据暴露给任何第三方”。</blockquote></p><p> Amazon previously said it “strongly” disagreed with the Luxembourg authority’s findings.</p><p><blockquote>亚马逊此前表示，它 “强烈 ”不同意卢森堡当局的调查结果。</blockquote></p><p> The company says it collects data to improve the customer experience, and sets guidelines governing what employees can do with it. Some lawmakers and regulators have raised concerns that the company has used what it knows to give itself an unfair advantage in the marketplace.</p><p><blockquote>该公司表示，它收集数据是为了改善客户体验，并制定指导方针来管理员工可以如何使用这些数据。一些立法者和监管机构担心该公司利用其所知道的在市场上给自己带来不公平的优势。</blockquote></p><p> EU data protection regulators’ powers have increased significantly since the bloc’s GDPR rules took effect in May 2018. The law allows watchdogs to levy fines of as much as 4% of a company’s annual global sales.</p><p><blockquote>自2018年5月欧盟GDPR规则生效以来，欧盟数据保护监管机构的权力大幅增加。法律允许监管机构处以高达公司全球年销售额 4% 的罚款。</blockquote></p><p> The privacy probe adds to intense&nbsp;antitrust scrutiny&nbsp;of Amazon’s business in Europe. Amazon is being probed by the EU over its use of data from sellers on its platform and whether it unfairly favors its own products. Germany has multiple probes into Amazon’s sales. The U.K. is also examining similar issues to the EU.</p><p><blockquote>这项隐私调查加剧了对亚马逊在欧洲业务的严格反垄断审查。欧盟正在调查亚马逊使用其平台上卖家的数据，以及它是否不公平地偏袒自己的产品。德国对亚马逊的销售情况进行了多项调查。英国也在研究与欧盟类似的问题。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180900172","content_text":"Amazon stock rose 1.5% in morning trading after challenging record $865 million EU data-protection fine.\n\nAmazon.com Inc. appealed a record 746 million-euro ($865 million) penalty for allegedly violating the European Union’s tough data-protection rules.\nThe appeal was filed at the Luxembourg Administrative Tribunal on Friday, according to Luxembourg court spokesman Henri Eippers.\nThe challenge comes after CNPD, Luxembourg’s data protection regulator, where Amazon has its EU base,slapped the U.S. tech giant with the fine in July.\nThe regulator ruled that Amazon violated the bloc’s General Data Protection Regulation, or GDPR, through its processing of users’ personal data.  The decision was triggered by a 2018 complaint from French privacy rights group La Quadrature du Net.\nThe world’s biggest online retailer has drawn scrutiny in recent years for the vast trove of data it has amassed on a range of customers and partners, including independent merchants who sell on its retail marketplace, users of its Alexa digital assistant, and shoppers whose browsing and purchase history inform what Amazon shows them on its website.\nAmazon declined to comment on the appeal, but referred to a previous statement in July that “there has been no data breach, and no customer data has been exposed to any third party.”\nAmazon previously said it “strongly” disagreed with the Luxembourg authority’s findings.\nThe company says it collects data to improve the customer experience, and sets guidelines governing what employees can do with it. Some lawmakers and regulators have raised concerns that the company has used what it knows to give itself an unfair advantage in the marketplace.\nEU data protection regulators’ powers have increased significantly since the bloc’s GDPR rules took effect in May 2018. The law allows watchdogs to levy fines of as much as 4% of a company’s annual global sales.\nThe privacy probe adds to intense antitrust scrutiny of Amazon’s business in Europe. Amazon is being probed by the EU over its use of data from sellers on its platform and whether it unfairly favors its own products. Germany has multiple probes into Amazon’s sales. The U.K. is also examining similar issues to the EU.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822730202,"gmtCreate":1634170303440,"gmtModify":1634170303672,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"title":"","htmlText":"More room for growth!","listText":"More room for growth!","text":"More room for growth!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822730202","repostId":"2175164396","repostType":4,"repost":{"id":"2175164396","kind":"news","pubTimestamp":1634166327,"share":"https://www.laohunote.com/m/news/2175164396?lang=zh_CN&edition=full","pubTime":"2021-10-14 07:05","market":"us","language":"en","title":"S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag<blockquote>标普500、纳斯达克成长型股票上涨；摩根大通拖累</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2175164396","media":"The Straits Times","summary":"NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shar","content":"<p><div> NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank...</p><p><blockquote><div>纽约（路透社）-标普500和纳斯达克周三（10月13日）收高，受亚马逊和微软等大型成长型公司股票上涨的带动，但摩根大通的股票与其他银行一起下跌……</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">网页连接</a></blockquote></p><p></p>","source":"straits_highlight","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>S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag<blockquote>标普500、纳斯达克成长型股票上涨；摩根大通拖累</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\">\nS&P 500, Nasdaq rise with growth stocks; JPMorgan a drag<blockquote>标普500、纳斯达克成长型股票上涨；摩根大通拖累</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Straits Times</strong><span class=\"h-time small\">2021-10-14 07:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank...</p><p><blockquote><div>纽约（路透社）-标普500和纳斯达克周三（10月13日）收高，受亚马逊和微软等大型成长型公司股票上涨的带动，但摩根大通的股票与其他银行一起下跌……</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">The Straits Times</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":{"161125":"标普500","513500":"标普500ETF博时","UPRO":"三倍做多标普500ETF-ProShares","JPM":"摩根大通","SPY":"标普500ETF","OEX":"标普100","IVV":"标普500ETF-iShares",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","SH":"做空标普500-Proshares","OEF":"标普100指数ETF-iShares"},"source_url":"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175164396","content_text":"NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank shares and weighed on the market.\nThe S&P 500 briefly added to gains following the release of minutes from the September Federal Reserve policy meeting.\nUS central bankers signalled they could start reducing crisis-era support for the economy in mid-November, though they remained divided over how much of a threat high inflation poses and how soon they may need to raise interest rates, the minutes showed.\nEarlier, a Labour Department report showed consumer prices increased solidly in September, further strengthening the case for a Fed interest-rate hike.\nShares of JPMorgan Chase & Co fell 2.6% even though JPMorgan's third-quarter earnings beat expectations, helped by global dealmaking boom and release of more loan loss reserves.\nThe stock declined along with the other bank shares and was among the biggest drags on the S&P 500 and Dow, which ended flat.\nThe S&P 500 bank index was down 1.3%, with longer-dated Treasury yields down on the day. The day's corporate results kicked off third-quarter earnings for S&P 500 companies.\n\"My hope is that as we work our way through earnings season, that the forward-looking guidance will be good enough that we'll close the year higher. But right now the market is in a show-me phase,\" said Jim Awad, senior managing director at Clearstead Advisors LLC in New York.\nMega-caps growth names including Amazon.com Inc, Google-parent Alphabet and Microsoft Corp all rose.\nThe Dow Jones Industrial Average fell 0.53 points to 34,377.81, the S&P 500 gained 13.15 points, or 0.30%, to 4,363.8 and the Nasdaq Composite added 105.71 points, or 0.73%, to 14,571.64.\nBlackRock Inc gained 3.8% after the world's largest money manager beat quarterly profit estimates as an improving economy helped boost its assets under management, driving up fee income.\nAlso in earnings, Delta Air Lines fell 5.8% after the company reported its first quarterly profit without federal aid since the coronavirus pandemic, but warned of a pre-tax loss for the fourth quarter due to a sharp rise in fuel prices.\nAnalysts expect corporate America to report strong profit growth in the third quarter but investor worries have been mounting over how supply chain problems, labour shortages and higher energy prices might affect businesses emerging from the pandemic.\nBank of America, Citigroup, Wells Fargo and Morgan Stanley will report results on Thursday, while Goldman Sachs is due to report on Friday.\nAmong other movers, Apple Inc dipped 0.4% after a report said the iPhone marker was planning to cut production of its iPhone 13.0 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.39-to-1 ratio favored advancers.\nThe S&P 500 posted 8 new 52-week highs and 9 new lows; the Nasdaq Composite recorded 47 new highs and 56 new lows.\nVolume on U.S. exchanges was 9.31 billion shares, compared with the 10.8 billion average for the full session over the last 20 trading days.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"NQmain":0.9,"OEF":0.9,".SPX":0.9,"IVV":0.9,"SDS":0.9,"SPXU":0.9,"UPRO":0.9,"SH":0.9,"JPM":0.9,"SSO":0.9,"OEX":0.9,"SPY":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822392112,"gmtCreate":1634089569918,"gmtModify":1634089590448,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Waiting for the news release&nbsp;","listText":"Waiting for the news release&nbsp;","text":"Waiting for the news release","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822392112","repostId":"2175132100","repostType":4,"isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828733822,"gmtCreate":1633943731665,"gmtModify":1633943731952,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Still strong fundamentally. Bullish on this one.&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Still strong fundamentally. Bullish on this one.&nbsp;","text":"$Alibaba(BABA)$Still strong fundamentally. Bullish on this one.","images":[{"img":"https://static.tigerbbs.com/b38fe472057a0dbe2f82dea4373ebc7a","width":"1080","height":"3759"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828733822","isVote":1,"tweetType":1,"viewCount":1493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":828025652,"gmtCreate":1633825840657,"gmtModify":1633825840880,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569554330947500","idStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Which has the next 10X&nbsp;potential?","listText":"Which has the next 10X&nbsp;potential?","text":"Which has the next 10X potential?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/828025652","repostId":"1167388174","repostType":4,"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859823799,"gmtCreate":1634688250970,"gmtModify":1634688251828,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569554330947500","idStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Please show us great earnings!","listText":"Please show us great earnings!","text":"Please show us great earnings!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859823799","repostId":"2176710436","repostType":4,"isVote":1,"tweetType":1,"viewCount":1492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812844223,"gmtCreate":1630577170962,"gmtModify":1631890452268,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569554330947500","idStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Hoping this will make a comeback!&nbsp;","listText":"Hoping this will make a comeback!&nbsp;","text":"Hoping this will make a comeback!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/812844223","repostId":"1159580926","repostType":4,"isVote":1,"tweetType":1,"viewCount":1065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":827195708,"gmtCreate":1634431056858,"gmtModify":1634431057632,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569554330947500","idStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Go amazon!!","listText":"Go amazon!!","text":"Go amazon!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827195708","repostId":"1180900172","repostType":4,"repost":{"id":"1180900172","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634309275,"share":"https://www.laohunote.com/m/news/1180900172?lang=zh_CN&edition=full","pubTime":"2021-10-15 22:47","market":"us","language":"en","title":"Amazon stock rose 1.5% in morning trading<blockquote>亚马逊股价早盘上涨 1.5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180900172","media":"Tiger Newspress","summary":"Amazon stock rose 1.5% in morning trading after challenging record $865 million EU data-protection f","content":"<p>Amazon stock rose 1.5% in morning trading&nbsp;after&nbsp;challenging record $865 million EU data-protection fine.</p><p><blockquote>亚马逊股价在挑战创纪录的 8.65 亿美元欧盟数据保护罚款后，早盘交易中上涨 1.5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3a033875d6b1950d9ce2adfbd5b39d06\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Amazon.com Inc. appealed a record 746 million-euro ($865 million) penalty for allegedly violating the European Union’s tough data-protection rules.</p><p><blockquote>亚马逊公司因涉嫌违反欧盟严格的数据保护规则而被处以创纪录的 7.46 亿欧元（约合 8.65 亿美元）罚款。</blockquote></p><p> The appeal was filed at the Luxembourg Administrative Tribunal on Friday, according to Luxembourg court spokesman Henri Eippers.</p><p><blockquote>据卢森堡法院发言人亨利·艾珀斯称，上诉于周五提交给卢森堡行政法庭。</blockquote></p><p> The challenge comes after CNPD, Luxembourg’s data protection regulator, where Amazon has its EU base,slapped&nbsp;the U.S. tech giant with the fine in July.</p><p><blockquote>亚马逊欧盟基地所在地卢森堡的数据保护监管机构 CNPD 于 7 月对这家美国科技巨头处以罚款。</blockquote></p><p> The regulator ruled that Amazon violated the bloc’s General Data Protection Regulation, or GDPR, through its processing of users’ personal data. &nbsp;The decision was triggered by a 2018 complaint from French privacy rights group La Quadrature du Net.</p><p><blockquote>监管机构裁定，亚马逊处理用户个人数据的行为违反了欧盟的一般数据保护条例（GDPR）。这一决定是由法国隐私权组织La Quadrature du Net 2018年的投诉引发的。</blockquote></p><p> The world’s biggest online retailer has drawn scrutiny in recent years for the vast trove of data it has amassed on a range of customers and partners, including independent merchants who sell on its retail marketplace, users of its Alexa digital assistant, and shoppers whose browsing and purchase history inform what Amazon shows them on its website.</p><p><blockquote>近年来，这家全球最大的在线零售商因其在一系列客户和合作伙伴上积累的大量数据而备受关注，这些客户和合作伙伴包括在其零售市场上销售的独立商家、其 Alexa 数字助理的用户，以及其浏览和购买历史记录会影响亚马逊在其网站上显示的内容的购物者。</blockquote></p><p> Amazon declined to comment on the appeal, but referred to a previous statement in July that “there has been no data breach, and no customer data has been exposed to any third party.”</p><p><blockquote>亚马逊拒绝就这一上诉发表评论，但提到了之前在 7 月份的一份声明，即 “没有发生数据泄露，也没有客户数据暴露给任何第三方”。</blockquote></p><p> Amazon previously said it “strongly” disagreed with the Luxembourg authority’s findings.</p><p><blockquote>亚马逊此前表示，它 “强烈 ”不同意卢森堡当局的调查结果。</blockquote></p><p> The company says it collects data to improve the customer experience, and sets guidelines governing what employees can do with it. Some lawmakers and regulators have raised concerns that the company has used what it knows to give itself an unfair advantage in the marketplace.</p><p><blockquote>该公司表示，它收集数据是为了改善客户体验，并制定指导方针来管理员工可以如何使用这些数据。一些立法者和监管机构担心该公司利用其所知道的在市场上给自己带来不公平的优势。</blockquote></p><p> EU data protection regulators’ powers have increased significantly since the bloc’s GDPR rules took effect in May 2018. The law allows watchdogs to levy fines of as much as 4% of a company’s annual global sales.</p><p><blockquote>自2018年5月欧盟GDPR规则生效以来，欧盟数据保护监管机构的权力大幅增加。法律允许监管机构处以高达公司全球年销售额 4% 的罚款。</blockquote></p><p> The privacy probe adds to intense&nbsp;antitrust scrutiny&nbsp;of Amazon’s business in Europe. Amazon is being probed by the EU over its use of data from sellers on its platform and whether it unfairly favors its own products. Germany has multiple probes into Amazon’s sales. The U.K. is also examining similar issues to the EU.</p><p><blockquote>这项隐私调查加剧了对亚马逊在欧洲业务的严格反垄断审查。欧盟正在调查亚马逊使用其平台上卖家的数据，以及它是否不公平地偏袒自己的产品。德国对亚马逊的销售情况进行了多项调查。英国也在研究与欧盟类似的问题。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon stock rose 1.5% in morning trading<blockquote>亚马逊股价早盘上涨 1.5%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon stock rose 1.5% in morning trading<blockquote>亚马逊股价早盘上涨 1.5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-15 22:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Amazon stock rose 1.5% in morning trading&nbsp;after&nbsp;challenging record $865 million EU data-protection fine.</p><p><blockquote>亚马逊股价在挑战创纪录的 8.65 亿美元欧盟数据保护罚款后，早盘交易中上涨 1.5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3a033875d6b1950d9ce2adfbd5b39d06\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Amazon.com Inc. appealed a record 746 million-euro ($865 million) penalty for allegedly violating the European Union’s tough data-protection rules.</p><p><blockquote>亚马逊公司因涉嫌违反欧盟严格的数据保护规则而被处以创纪录的 7.46 亿欧元（约合 8.65 亿美元）罚款。</blockquote></p><p> The appeal was filed at the Luxembourg Administrative Tribunal on Friday, according to Luxembourg court spokesman Henri Eippers.</p><p><blockquote>据卢森堡法院发言人亨利·艾珀斯称，上诉于周五提交给卢森堡行政法庭。</blockquote></p><p> The challenge comes after CNPD, Luxembourg’s data protection regulator, where Amazon has its EU base,slapped&nbsp;the U.S. tech giant with the fine in July.</p><p><blockquote>亚马逊欧盟基地所在地卢森堡的数据保护监管机构 CNPD 于 7 月对这家美国科技巨头处以罚款。</blockquote></p><p> The regulator ruled that Amazon violated the bloc’s General Data Protection Regulation, or GDPR, through its processing of users’ personal data. &nbsp;The decision was triggered by a 2018 complaint from French privacy rights group La Quadrature du Net.</p><p><blockquote>监管机构裁定，亚马逊处理用户个人数据的行为违反了欧盟的一般数据保护条例（GDPR）。这一决定是由法国隐私权组织La Quadrature du Net 2018年的投诉引发的。</blockquote></p><p> The world’s biggest online retailer has drawn scrutiny in recent years for the vast trove of data it has amassed on a range of customers and partners, including independent merchants who sell on its retail marketplace, users of its Alexa digital assistant, and shoppers whose browsing and purchase history inform what Amazon shows them on its website.</p><p><blockquote>近年来，这家全球最大的在线零售商因其在一系列客户和合作伙伴上积累的大量数据而备受关注，这些客户和合作伙伴包括在其零售市场上销售的独立商家、其 Alexa 数字助理的用户，以及其浏览和购买历史记录会影响亚马逊在其网站上显示的内容的购物者。</blockquote></p><p> Amazon declined to comment on the appeal, but referred to a previous statement in July that “there has been no data breach, and no customer data has been exposed to any third party.”</p><p><blockquote>亚马逊拒绝就这一上诉发表评论，但提到了之前在 7 月份的一份声明，即 “没有发生数据泄露，也没有客户数据暴露给任何第三方”。</blockquote></p><p> Amazon previously said it “strongly” disagreed with the Luxembourg authority’s findings.</p><p><blockquote>亚马逊此前表示，它 “强烈 ”不同意卢森堡当局的调查结果。</blockquote></p><p> The company says it collects data to improve the customer experience, and sets guidelines governing what employees can do with it. Some lawmakers and regulators have raised concerns that the company has used what it knows to give itself an unfair advantage in the marketplace.</p><p><blockquote>该公司表示，它收集数据是为了改善客户体验，并制定指导方针来管理员工可以如何使用这些数据。一些立法者和监管机构担心该公司利用其所知道的在市场上给自己带来不公平的优势。</blockquote></p><p> EU data protection regulators’ powers have increased significantly since the bloc’s GDPR rules took effect in May 2018. The law allows watchdogs to levy fines of as much as 4% of a company’s annual global sales.</p><p><blockquote>自2018年5月欧盟GDPR规则生效以来，欧盟数据保护监管机构的权力大幅增加。法律允许监管机构处以高达公司全球年销售额 4% 的罚款。</blockquote></p><p> The privacy probe adds to intense&nbsp;antitrust scrutiny&nbsp;of Amazon’s business in Europe. Amazon is being probed by the EU over its use of data from sellers on its platform and whether it unfairly favors its own products. Germany has multiple probes into Amazon’s sales. The U.K. is also examining similar issues to the EU.</p><p><blockquote>这项隐私调查加剧了对亚马逊在欧洲业务的严格反垄断审查。欧盟正在调查亚马逊使用其平台上卖家的数据，以及它是否不公平地偏袒自己的产品。德国对亚马逊的销售情况进行了多项调查。英国也在研究与欧盟类似的问题。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180900172","content_text":"Amazon stock rose 1.5% in morning trading after challenging record $865 million EU data-protection fine.\n\nAmazon.com Inc. appealed a record 746 million-euro ($865 million) penalty for allegedly violating the European Union’s tough data-protection rules.\nThe appeal was filed at the Luxembourg Administrative Tribunal on Friday, according to Luxembourg court spokesman Henri Eippers.\nThe challenge comes after CNPD, Luxembourg’s data protection regulator, where Amazon has its EU base,slapped the U.S. tech giant with the fine in July.\nThe regulator ruled that Amazon violated the bloc’s General Data Protection Regulation, or GDPR, through its processing of users’ personal data.  The decision was triggered by a 2018 complaint from French privacy rights group La Quadrature du Net.\nThe world’s biggest online retailer has drawn scrutiny in recent years for the vast trove of data it has amassed on a range of customers and partners, including independent merchants who sell on its retail marketplace, users of its Alexa digital assistant, and shoppers whose browsing and purchase history inform what Amazon shows them on its website.\nAmazon declined to comment on the appeal, but referred to a previous statement in July that “there has been no data breach, and no customer data has been exposed to any third party.”\nAmazon previously said it “strongly” disagreed with the Luxembourg authority’s findings.\nThe company says it collects data to improve the customer experience, and sets guidelines governing what employees can do with it. Some lawmakers and regulators have raised concerns that the company has used what it knows to give itself an unfair advantage in the marketplace.\nEU data protection regulators’ powers have increased significantly since the bloc’s GDPR rules took effect in May 2018. The law allows watchdogs to levy fines of as much as 4% of a company’s annual global sales.\nThe privacy probe adds to intense antitrust scrutiny of Amazon’s business in Europe. Amazon is being probed by the EU over its use of data from sellers on its platform and whether it unfairly favors its own products. Germany has multiple probes into Amazon’s sales. The U.K. is also examining similar issues to the EU.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821611754,"gmtCreate":1633739391507,"gmtModify":1633739392403,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569554330947500","idStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Will it be more bulls or bears?","listText":"Will it be more bulls or bears?","text":"Will it be more bulls or bears?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/821611754","repostId":"1133780035","repostType":4,"repost":{"id":"1133780035","kind":"news","pubTimestamp":1633704297,"share":"https://www.laohunote.com/m/news/1133780035?lang=zh_CN&edition=full","pubTime":"2021-10-08 22:44","market":"us","language":"en","title":"6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的 6 个理由以及您应该青睐的令人惊讶的行业中的 6 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133780035","media":"MarketWatch","summary":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a litt","content":"<p>  <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b>  Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p><p><blockquote><b>股市悲观情绪和消费者过度购买力指向零售股。</b>没有什么比十月份的小幅动荡更能帮助市场的弱者与内心的空头取得联系了。</blockquote></p><p> But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p><p><blockquote>但不要让他们的消极情绪影响到你。我们仍接近多年牛市的开始。以下是现在购买股票的六个理由，以及目前最值得持有的行业之一中值得考虑的六个名字。</blockquote></p><p> <b>1. Sentiment has gotten bearish enough</b></p><p><blockquote><b>1. 情绪已经变得足够悲观</b></blockquote></p><p> I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p><p><blockquote>我定期在我的股票信中跟踪投资者情绪（详情和链接见下文），以便对市场做出逆向 “评级”。虽然你的大部分资金应该长期持有，但在大多数人看跌的时候入场会给你带来优势。现在就是这样。情绪并不是极其消极，但本周的跌幅足以在我的系统中触发买入信号。</blockquote></p><p> It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p><p><blockquote>还值得指出的是，主要媒体数据本周变得相当负面，这是另一个良好的反向信号。(在我的书中，他们的负面情绪是一个看涨信号，但这并不意味着我认为他们很密集。只是备受瞩目的媒体评论员是共识的海绵。这是一种职业危害--作为投资者，我们可以利用这种危害。</blockquote></p><p> Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p><p><blockquote>挑选你最喜欢的流行财经媒体头条，然后在他们持续消极或积极时反其道而行之。</blockquote></p><p> <b>2. Seasonality is in our favor</b></p><p><blockquote><b>2. 季节性对我们有利</b></blockquote></p><p> The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p><p><blockquote>股市最糟糕的月份是10月，最弱的日子是10月10日和10月11日。然后，在这个黯淡的月份之后是季节性强劲的 1 月至 5 月阶段，此时市场受到新资金流入的支撑。在此期间，随着股市从 10 月份的疲软中反弹以及共同基金税收损失销售季节的结束，11 月和 12 月可能会表现强劲。这项工作将于十月底完成。</blockquote></p><p> <b>3. COVID is rolling over</b></p><p><blockquote><b>3. 新冠疫情正在蔓延</b></blockquote></p><p> It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p><p><blockquote>病例数和住院人数急剧下降已不是什么秘密。去年，寒冷的天气并没有迎来冬季新冠流感季节。因此，期待今年也会发生同样的事情并不算太疯狂，尤其是考虑到所有接种过疫苗或被感染的人。重新开放将有助于提振经济。</blockquote></p><p> <b>4. A correction may have already happened</b></p><p><blockquote><b>4.更正可能已经发生</b></blockquote></p><p> Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&amp;P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p><p><blockquote>进入夏季以来，市场经历了各板块的滚动调整。Russell 2000RUT,+0.14% 8 月份下跌超过 10%，这是修正的定义。周期性、零售、科技等都受到了打击。Charles SchwabSCHW 首席投资策略师 Liz Ann Sonders 指出，截至 10 月初，90% 或更多的标准普尔 500SPX（-0.05%）和纳斯达克 COMP（-0.28%）股票已较 2021 年高点下跌至少 10%，+1.47%。</blockquote></p><p> In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p><p><blockquote>换句话说，当每个人都在寻找修正时，它可能已经发生了。市场大部分时间都有一种有趣的方式来欺骗大多数人，就是这样。</blockquote></p><p> <b>5. There’s been strong household formation</b></p><p><blockquote><b>5. 家庭形成强劲</b></blockquote></p><p> Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p><p><blockquote>千禧一代终于要放弃父母的地下室了--如果这种陈词滥调有什么道理的话。</blockquote></p><p> What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p><p><blockquote>真相：他们正进入结婚和家庭的黄金年龄。此外，经济正在蓬勃发展，因此他们有足够的信心投入购房。</blockquote></p><p> The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p><p><blockquote>结果是：现在每年大约有200万家庭形成，是过去五年的两倍多。购房者不得不购买很多东西来填满那些新房子。这是一个内在的经济助推器。</blockquote></p><p> <b>6. The consumer is scared, locked and loaded</b></p><p><blockquote><b>6.消费者受到惊吓、锁定和加载</b></blockquote></p><p> There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p><p><blockquote>Leuthold Group 经济学家兼策略师吉姆·保尔森 (Jim Paulsen) 指出，无论美联储是否缩减规模，经济中至少有六种自然刺激来源随时准备推动增长。一个是上面提到的家庭形成。另一个原因是公司库存水平低——它们不得不大量补充库存。但对我来说，最大的是消费者，因为消费者支出是我们经济的主要驱动力。</blockquote></p><p> The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p><p><blockquote>底线：消费者害怕了。但当他们的焦虑缓解时，他们有大量的购买力可以利用——也许是随着新冠疫情继续蔓延。</blockquote></p><p> Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p><p><blockquote>现在更多细节。根据密歇根大学消费者信心指数的衡量，8 月份消费者信心处于疫情开始以来的最低水平。九月份有所上涨，但仍然很低。</blockquote></p><p> At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p><p><blockquote>同时，消费者拥有巨大的购买力。个人储蓄约占GDP的12%。保尔森指出，这是长期平均水平（约 6%-7%）的两倍。净资产与收入相比创历史新高。</blockquote></p><p> Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p><p><blockquote>不要误以为只是富人因为股市而变得更富有。房子也涨了很多，大多数人都有自己的房子。家庭债务与个人收入之比是1985年以来的最低水平。</blockquote></p><p></p><p> “Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p><p><blockquote>“保尔森说：”消费者感到害怕，并充满了未开发的购买力。“他说：”这种悲观的心态加上过剩的购买力，在历史上产生了稳健的市场涨幅，很少出现下跌。“这一比率描绘了一个仍处于起步阶段的牛市。”</blockquote></p><p> <b>S</b><b><b>tocks</b></b><b>&nbsp;to buy</b></p><p><blockquote><b>S</b><b><b>托克斯</b></b><b>购买</b></blockquote></p><p> Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p><p><blockquote>由于消费者是这种动态的重要组成部分，我说选择零售股。他们的表现一直不佳，这也让他们看起来很有吸引力。</blockquote></p><p> Morningstar cites Bath &amp; Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p><p><blockquote>晨星公司将 Bath &amp; Body WorksBBWI,-0.74% 视为一家拥有护城河并以折扣价交易的零售商。这家身体护理和家居香水零售商获得了四星级评级，因为其股票交易远低于晨星公司对该公司 79 美元的 “公允价值 ”估计。</blockquote></p><p> As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p><p><blockquote>至于护城河，分析师 Jaime Katz 列举了该公司强大的品牌、在该领域的领先地位以及 30% 的平均投资资本回报率，远高于 8% 的加权平均资本成本。</blockquote></p><p> Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p><p><blockquote>Hodges Small Cap fundHDPSX (+1.83%) 的投资组合经理 Eric Marshall 看好服装零售商 American Eagle OutfittersAEO (0.36%)，该股较今年高点下跌超过 35%。该公司第二季度营收创历史新高，达到11.9亿美元，同比增长35%。</blockquote></p><p> The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p><p><blockquote>核心增长动力是其广受欢迎的 Aerie 品牌。马歇尔认为该公司今年每股收益将超过 2 美元，这使得 American Eagle 股票的预期市盈率约为 13 倍。</blockquote></p><p> Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p><p><blockquote>马歇尔值得一听，因为他有一只热手。根据晨星公司的数据，他的霍奇斯小型股基金今年上涨了 31%，比其小型混合类别和罗素 2000 指数基准高出 12 至 18 个百分点。</blockquote></p><p> Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation&nbsp;goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p><p><blockquote>马歇尔还喜欢销售运动和户外休闲用品的 Academy Sports and OutdoorsASO,-0.91%。由于户外活动的流行，疫情对这家公司来说是一笔意外之财。强劲的疫情销售帮助该公司摆脱了高债务水平。分析师担心受疫情影响的户外活动的受欢迎程度将会减弱，但马歇尔认为户外生活方式将继续流行。</blockquote></p><p> While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p><p><blockquote>虽然许多零售行业投资者对 Amazon.comAMZN（0.03%）和 WalmartWMT（0.03%）的实力感到敬畏，但 Motley Fool 零售行业分析师 Asit Sharma 更青睐那些掌握了 “直接面向消费者 ”销售模式的利基连锁店。他们提供很棒的商店和可靠的产品，但也提供购物者想要的送货选择组合，包括在店内提取网上购买的商品。</blockquote></p><p> “The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p><p><blockquote>“夏尔马说：”零售业常年名声不好，因为每个人都在关注昨天的故事，即亚马逊和沃尔玛正在夺走所有实体店。但事实并非如此。许多零售商提供了出色的店内体验和两大零售巨头无法真正提供的独特产品。</blockquote></p><p> Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p><p><blockquote>在这里，Sharma 引用了 Lululemon AthleticaLULU，-0.88%。“我们喜欢公司在面料方面投入研发创新。”商店给消费者一个亲自检查定制面料的机会。</blockquote></p><p> Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</p><p><blockquote>Sharma 还青睐 Yeti HoldingsYETI，-1.92%，该公司销售冷却器、“饮料用具”和户外设备。对于市值较大的公司，可以考虑广受欢迎的零售巨头 TargetTGT，-0.24%，因为它采用了 “一站式 ”的零售方式。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的 6 个理由以及您应该青睐的令人惊讶的行业中的 6 只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的 6 个理由以及您应该青睐的令人惊讶的行业中的 6 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-08 22:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b>  Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p><p><blockquote><b>股市悲观情绪和消费者过度购买力指向零售股。</b>没有什么比十月份的小幅动荡更能帮助市场的弱者与内心的空头取得联系了。</blockquote></p><p> But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p><p><blockquote>但不要让他们的消极情绪影响到你。我们仍接近多年牛市的开始。以下是现在购买股票的六个理由，以及目前最值得持有的行业之一中值得考虑的六个名字。</blockquote></p><p> <b>1. Sentiment has gotten bearish enough</b></p><p><blockquote><b>1. 情绪已经变得足够悲观</b></blockquote></p><p> I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p><p><blockquote>我定期在我的股票信中跟踪投资者情绪（详情和链接见下文），以便对市场做出逆向 “评级”。虽然你的大部分资金应该长期持有，但在大多数人看跌的时候入场会给你带来优势。现在就是这样。情绪并不是极其消极，但本周的跌幅足以在我的系统中触发买入信号。</blockquote></p><p> It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p><p><blockquote>还值得指出的是，主要媒体数据本周变得相当负面，这是另一个良好的反向信号。(在我的书中，他们的负面情绪是一个看涨信号，但这并不意味着我认为他们很密集。只是备受瞩目的媒体评论员是共识的海绵。这是一种职业危害--作为投资者，我们可以利用这种危害。</blockquote></p><p> Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p><p><blockquote>挑选你最喜欢的流行财经媒体头条，然后在他们持续消极或积极时反其道而行之。</blockquote></p><p> <b>2. Seasonality is in our favor</b></p><p><blockquote><b>2. 季节性对我们有利</b></blockquote></p><p> The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p><p><blockquote>股市最糟糕的月份是10月，最弱的日子是10月10日和10月11日。然后，在这个黯淡的月份之后是季节性强劲的 1 月至 5 月阶段，此时市场受到新资金流入的支撑。在此期间，随着股市从 10 月份的疲软中反弹以及共同基金税收损失销售季节的结束，11 月和 12 月可能会表现强劲。这项工作将于十月底完成。</blockquote></p><p> <b>3. COVID is rolling over</b></p><p><blockquote><b>3. 新冠疫情正在蔓延</b></blockquote></p><p> It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p><p><blockquote>病例数和住院人数急剧下降已不是什么秘密。去年，寒冷的天气并没有迎来冬季新冠流感季节。因此，期待今年也会发生同样的事情并不算太疯狂，尤其是考虑到所有接种过疫苗或被感染的人。重新开放将有助于提振经济。</blockquote></p><p> <b>4. A correction may have already happened</b></p><p><blockquote><b>4.更正可能已经发生</b></blockquote></p><p> Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&amp;P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p><p><blockquote>进入夏季以来，市场经历了各板块的滚动调整。Russell 2000RUT,+0.14% 8 月份下跌超过 10%，这是修正的定义。周期性、零售、科技等都受到了打击。Charles SchwabSCHW 首席投资策略师 Liz Ann Sonders 指出，截至 10 月初，90% 或更多的标准普尔 500SPX（-0.05%）和纳斯达克 COMP（-0.28%）股票已较 2021 年高点下跌至少 10%，+1.47%。</blockquote></p><p> In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p><p><blockquote>换句话说，当每个人都在寻找修正时，它可能已经发生了。市场大部分时间都有一种有趣的方式来欺骗大多数人，就是这样。</blockquote></p><p> <b>5. There’s been strong household formation</b></p><p><blockquote><b>5. 家庭形成强劲</b></blockquote></p><p> Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p><p><blockquote>千禧一代终于要放弃父母的地下室了--如果这种陈词滥调有什么道理的话。</blockquote></p><p> What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p><p><blockquote>真相：他们正进入结婚和家庭的黄金年龄。此外，经济正在蓬勃发展，因此他们有足够的信心投入购房。</blockquote></p><p> The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p><p><blockquote>结果是：现在每年大约有200万家庭形成，是过去五年的两倍多。购房者不得不购买很多东西来填满那些新房子。这是一个内在的经济助推器。</blockquote></p><p> <b>6. The consumer is scared, locked and loaded</b></p><p><blockquote><b>6.消费者受到惊吓、锁定和加载</b></blockquote></p><p> There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p><p><blockquote>Leuthold Group 经济学家兼策略师吉姆·保尔森 (Jim Paulsen) 指出，无论美联储是否缩减规模，经济中至少有六种自然刺激来源随时准备推动增长。一个是上面提到的家庭形成。另一个原因是公司库存水平低——它们不得不大量补充库存。但对我来说，最大的是消费者，因为消费者支出是我们经济的主要驱动力。</blockquote></p><p> The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p><p><blockquote>底线：消费者害怕了。但当他们的焦虑缓解时，他们有大量的购买力可以利用——也许是随着新冠疫情继续蔓延。</blockquote></p><p> Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p><p><blockquote>现在更多细节。根据密歇根大学消费者信心指数的衡量，8 月份消费者信心处于疫情开始以来的最低水平。九月份有所上涨，但仍然很低。</blockquote></p><p> At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p><p><blockquote>同时，消费者拥有巨大的购买力。个人储蓄约占GDP的12%。保尔森指出，这是长期平均水平（约 6%-7%）的两倍。净资产与收入相比创历史新高。</blockquote></p><p> Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p><p><blockquote>不要误以为只是富人因为股市而变得更富有。房子也涨了很多，大多数人都有自己的房子。家庭债务与个人收入之比是1985年以来的最低水平。</blockquote></p><p></p><p> “Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p><p><blockquote>“保尔森说：”消费者感到害怕，并充满了未开发的购买力。“他说：”这种悲观的心态加上过剩的购买力，在历史上产生了稳健的市场涨幅，很少出现下跌。“这一比率描绘了一个仍处于起步阶段的牛市。”</blockquote></p><p> <b>S</b><b><b>tocks</b></b><b>&nbsp;to buy</b></p><p><blockquote><b>S</b><b><b>托克斯</b></b><b>购买</b></blockquote></p><p> Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p><p><blockquote>由于消费者是这种动态的重要组成部分，我说选择零售股。他们的表现一直不佳，这也让他们看起来很有吸引力。</blockquote></p><p> Morningstar cites Bath &amp; Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p><p><blockquote>晨星公司将 Bath &amp; Body WorksBBWI,-0.74% 视为一家拥有护城河并以折扣价交易的零售商。这家身体护理和家居香水零售商获得了四星级评级，因为其股票交易远低于晨星公司对该公司 79 美元的 “公允价值 ”估计。</blockquote></p><p> As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p><p><blockquote>至于护城河，分析师 Jaime Katz 列举了该公司强大的品牌、在该领域的领先地位以及 30% 的平均投资资本回报率，远高于 8% 的加权平均资本成本。</blockquote></p><p> Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p><p><blockquote>Hodges Small Cap fundHDPSX (+1.83%) 的投资组合经理 Eric Marshall 看好服装零售商 American Eagle OutfittersAEO (0.36%)，该股较今年高点下跌超过 35%。该公司第二季度营收创历史新高，达到11.9亿美元，同比增长35%。</blockquote></p><p> The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p><p><blockquote>核心增长动力是其广受欢迎的 Aerie 品牌。马歇尔认为该公司今年每股收益将超过 2 美元，这使得 American Eagle 股票的预期市盈率约为 13 倍。</blockquote></p><p> Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p><p><blockquote>马歇尔值得一听，因为他有一只热手。根据晨星公司的数据，他的霍奇斯小型股基金今年上涨了 31%，比其小型混合类别和罗素 2000 指数基准高出 12 至 18 个百分点。</blockquote></p><p> Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation&nbsp;goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p><p><blockquote>马歇尔还喜欢销售运动和户外休闲用品的 Academy Sports and OutdoorsASO,-0.91%。由于户外活动的流行，疫情对这家公司来说是一笔意外之财。强劲的疫情销售帮助该公司摆脱了高债务水平。分析师担心受疫情影响的户外活动的受欢迎程度将会减弱，但马歇尔认为户外生活方式将继续流行。</blockquote></p><p> While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p><p><blockquote>虽然许多零售行业投资者对 Amazon.comAMZN（0.03%）和 WalmartWMT（0.03%）的实力感到敬畏，但 Motley Fool 零售行业分析师 Asit Sharma 更青睐那些掌握了 “直接面向消费者 ”销售模式的利基连锁店。他们提供很棒的商店和可靠的产品，但也提供购物者想要的送货选择组合，包括在店内提取网上购买的商品。</blockquote></p><p> “The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p><p><blockquote>“夏尔马说：”零售业常年名声不好，因为每个人都在关注昨天的故事，即亚马逊和沃尔玛正在夺走所有实体店。但事实并非如此。许多零售商提供了出色的店内体验和两大零售巨头无法真正提供的独特产品。</blockquote></p><p> Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p><p><blockquote>在这里，Sharma 引用了 Lululemon AthleticaLULU，-0.88%。“我们喜欢公司在面料方面投入研发创新。”商店给消费者一个亲自检查定制面料的机会。</blockquote></p><p> Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</p><p><blockquote>Sharma 还青睐 Yeti HoldingsYETI，-1.92%，该公司销售冷却器、“饮料用具”和户外设备。对于市值较大的公司，可以考虑广受欢迎的零售巨头 TargetTGT，-0.24%，因为它采用了 “一站式 ”的零售方式。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133780035","content_text":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.\nBut don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.\n1. Sentiment has gotten bearish enough\nI regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.\nIt’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.\nPick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.\n2. Seasonality is in our favor\nThe worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.\n3. COVID is rolling over\nIt’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.\n4. A correction may have already happened\nSince the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.\nIn other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.\n5. There’s been strong household formation\nMillennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.\nWhat is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.\nThe upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.\n6. The consumer is scared, locked and loaded\nThere are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.\nThe bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.\nNow a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.\nAt the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.\nDon’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.\n“Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”\nStocks to buy\nSince the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.\nMorningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.\nAs for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.\nEric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.\nThe core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.\nMarshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.\nMarshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.\nWhile many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.\n“The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.\nHere, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.\nSharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822392112,"gmtCreate":1634089569918,"gmtModify":1634089590448,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569554330947500","idStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Waiting for the news release&nbsp;","listText":"Waiting for the news release&nbsp;","text":"Waiting for the news release","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822392112","repostId":"2175132100","repostType":4,"isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607304844,"gmtCreate":1639484951820,"gmtModify":1639484952363,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569554330947500","idStr":"3569554330947500"},"themes":[],"title":"","htmlText":"$Apple(AAPL)$ $200 otw!&nbsp;","listText":"$Apple(AAPL)$ $200 otw!&nbsp;","text":"$Apple(AAPL)$ $200 otw!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/607304844","isVote":1,"tweetType":1,"viewCount":6966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854410018,"gmtCreate":1635472849739,"gmtModify":1635473989977,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569554330947500","idStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Last year end was a blast for tech stocks. Will this year be the same?","listText":"Last year end was a blast for tech stocks. Will this year be the same?","text":"Last year end was a blast for tech stocks. Will this year be the same?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/854410018","repostId":"2179291938","repostType":4,"isVote":1,"tweetType":1,"viewCount":4232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852406754,"gmtCreate":1635294505724,"gmtModify":1635294506598,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569554330947500","idStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Expecting no less.&nbsp;","listText":"Expecting no less.&nbsp;","text":"Expecting no less.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/852406754","repostId":"1198138567","repostType":4,"repost":{"id":"1198138567","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635289060,"share":"https://www.laohunote.com/m/news/1198138567?lang=zh_CN&edition=full","pubTime":"2021-10-27 06:57","market":"us","language":"en","title":"Microsoft beats revenue expectations<blockquote>微软收入超出预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198138567","media":"Tiger Newspress","summary":"Microsoft shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.Earnings:$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.Revenue:$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.Overall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.Net income","content":"<p>Microsoft&nbsp;shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.</p><p><blockquote>软件和硬件制造商微软公布的第一财季收益超出分析师预期，该公司股价在周二盘后交易中小幅下跌 2%，创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/39a5f34928113f01cf2fd1dd31b1b3fa\" tg-width=\"849\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Here’s how the company did:</p><p><blockquote>公司是这样做的：</blockquote></p><p> <ul>  <li><b>Earnings:</b>$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.</li>  <li><b>Revenue:</b>$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.</li> </ul> Overall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.</p><p><blockquote><ul><li><b>收益：</b>路孚特表示，调整后每股价格为 2.27 美元，而分析师预期为 2.07 美元。</li><li><b>收入：</b>根据 Refinitiv 的数据，为 453.2 亿美元，而分析师预期为 439.7 亿美元。</li></ul>总体而言，截至 9 月 30 日的第一季度收入增长 22%，达到 453.2 亿美元，超出约 439.7 亿美元的预期。</blockquote></p><p> Net income rose to $20.51 billion, or $2.71 per share. The company said its results included a $3.3 billion net income tax benefit.</p><p><blockquote>净利润升至 205.1 亿美元，即每股 2.71 美元。该公司表示，其业绩包括 33 亿美元的净所得税优惠。</blockquote></p><p> On an adjusted basis it earned $2.27 per share, trumping analyst expectations of $2.07 per share.</p><p><blockquote>调整后每股收益为 2.27 美元，超过分析师预期的每股 2.07 美元。</blockquote></p><p> Microsoft said revenue from its largest and fastest growing \"Intelligent Cloud\" segment surged 31% to $17 billion. Analysts had expected a figure of $16.58 billion, according to Refinitiv data.</p><p><blockquote>微软表示，其最大、增长最快的“智能云”部门的收入飙升 31%，达到 170 亿美元。根据路孚特的数据，分析师此前预计这一数字为 165.8 亿美元。</blockquote></p><p> Revenue growth for Azure, the company's flagship cloud-computing business, came in at 48% in constant currency to beat analysts' estimates of 47.5%, according to consensus data from Visible Alpha.</p><p><blockquote>根据 Visible Alpha 的共识数据，该公司旗舰云计算业务 Azure 的收入增长率按固定汇率计算为 48%，超过分析师预期的 47.5%。</blockquote></p><p> Azure's growth rate is the best direct measure of competition with rivals such as AWS and Google Cloud as Microsoft does not break out revenue from the cloud-computing unit.</p><p><blockquote>Azure 的增长率是衡量与 AWS 和 Google Cloud 等竞争对手竞争的最佳直接指标，因为微软没有从云计算部门获得收入。</blockquote></p><p> Microsoft appeared to hold off Google Cloud's rising challenge. Google Cloud said on Tuesday its revenue surged by 45% to $4.99 billion, but failed to live up to estimates of $5.2 billion.</p><p><blockquote>微软似乎推迟了谷歌云日益增长的挑战。谷歌云周二表示，其收入飙升 45%，达到 49.9 亿美元，但未能达到 52 亿美元的预期。</blockquote></p><p> Revenue at the firm's other business units that house Windows software, Teams messaging service and LinkedIn professional social networking platform also beat analyst expectations.</p><p><blockquote>该公司其他业务部门（包括 Windows 软件、Teams 消息服务和 LinkedIn 专业社交网络平台）的收入也超出了分析师的预期。</blockquote></p><p> The supply chain issues affecting much of the global tech industry had mixed consequences for Microsoft.</p><p><blockquote>影响全球科技行业大部分地区的供应链问题对微软产生了喜忧参半的影响。</blockquote></p><p> Amy Hood, executive vice president and chief financial officer of Microsoft, said that while the company did see some higher costs for building out data centers, it was able to mitigate those costs, with gross margins for its commercial cloud segment rising after discounting the impact of recent changes in accounting for data center gear.</p><p><blockquote>微软执行副总裁兼首席财务官 Amy Hood 表示，虽然该公司确实看到了建设数据中心的成本上升，但它能够降低这些成本，在扣除影响后，其商业云部门的毛利率有所上升。最近数据中心设备会计变化。</blockquote></p><p> Microsoft said sales of its Xbox gaming consoles and accessories were up 166% as it continues to see strong demand for new models after the pandemic forced millions to seek entertainment at home.</p><p><blockquote>微软表示，其 Xbox 游戏机和配件的销量增长了 166%，因为在疫情迫使数百万人在家寻求娱乐后，该公司继续看到对新机型的强劲需求。</blockquote></p><p> But Microsoft and its rivals have been unable to keep up with demand because of the global chip crunch.</p><p><blockquote>但由于全球芯片短缺，微软及其竞争对手一直无法满足需求。</blockquote></p><p> Hood told Reuters the company expects Xbox demand to continue to exceed supply.</p><p><blockquote>胡德告诉路透社，该公司预计 Xbox 需求将继续超过供应。</blockquote></p><p> Microsoft's revenue from selling Windows to PC makers grew 10% year over year, beating the overall PC market, which only grew 3.9% over the same period because of supply constraints, according to data from IDC.</p><p><blockquote>IDC 的数据显示，微软向 PC 制造商销售 Windows 的收入同比增长 10%，超过了同期因供应限制仅增长 3.9% 的整体 PC 市场。</blockquote></p><p> Hood said that the company was able to outperform in the PC market because of its strength in selling licenses for Windows destined for corporate customers, where it gets more revenue per license and has better market share.</p><p><blockquote>胡德表示，该公司之所以能够在个人电脑市场表现出色，是因为它在销售面向企业客户的 Windows 许可证方面实力雄厚，每个许可证的收入更多，市场份额也更好。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft beats revenue expectations<blockquote>微软收入超出预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-27 06:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Microsoft&nbsp;shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.</p><p><blockquote>软件和硬件制造商微软公布的第一财季收益超出分析师预期，该公司股价在周二盘后交易中小幅下跌 2%，创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/39a5f34928113f01cf2fd1dd31b1b3fa\" tg-width=\"849\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Here’s how the company did:</p><p><blockquote>公司是这样做的：</blockquote></p><p> <ul>  <li><b>Earnings:</b>$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.</li>  <li><b>Revenue:</b>$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.</li> </ul> Overall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.</p><p><blockquote><ul><li><b>收益：</b>路孚特表示，调整后每股价格为 2.27 美元，而分析师预期为 2.07 美元。</li><li><b>收入：</b>根据 Refinitiv 的数据，为 453.2 亿美元，而分析师预期为 439.7 亿美元。</li></ul>总体而言，截至 9 月 30 日的第一季度收入增长 22%，达到 453.2 亿美元，超出约 439.7 亿美元的预期。</blockquote></p><p> Net income rose to $20.51 billion, or $2.71 per share. The company said its results included a $3.3 billion net income tax benefit.</p><p><blockquote>净利润升至 205.1 亿美元，即每股 2.71 美元。该公司表示，其业绩包括 33 亿美元的净所得税优惠。</blockquote></p><p> On an adjusted basis it earned $2.27 per share, trumping analyst expectations of $2.07 per share.</p><p><blockquote>调整后每股收益为 2.27 美元，超过分析师预期的每股 2.07 美元。</blockquote></p><p> Microsoft said revenue from its largest and fastest growing \"Intelligent Cloud\" segment surged 31% to $17 billion. Analysts had expected a figure of $16.58 billion, according to Refinitiv data.</p><p><blockquote>微软表示，其最大、增长最快的“智能云”部门的收入飙升 31%，达到 170 亿美元。根据路孚特的数据，分析师此前预计这一数字为 165.8 亿美元。</blockquote></p><p> Revenue growth for Azure, the company's flagship cloud-computing business, came in at 48% in constant currency to beat analysts' estimates of 47.5%, according to consensus data from Visible Alpha.</p><p><blockquote>根据 Visible Alpha 的共识数据，该公司旗舰云计算业务 Azure 的收入增长率按固定汇率计算为 48%，超过分析师预期的 47.5%。</blockquote></p><p> Azure's growth rate is the best direct measure of competition with rivals such as AWS and Google Cloud as Microsoft does not break out revenue from the cloud-computing unit.</p><p><blockquote>Azure 的增长率是衡量与 AWS 和 Google Cloud 等竞争对手竞争的最佳直接指标，因为微软没有从云计算部门获得收入。</blockquote></p><p> Microsoft appeared to hold off Google Cloud's rising challenge. Google Cloud said on Tuesday its revenue surged by 45% to $4.99 billion, but failed to live up to estimates of $5.2 billion.</p><p><blockquote>微软似乎推迟了谷歌云日益增长的挑战。谷歌云周二表示，其收入飙升 45%，达到 49.9 亿美元，但未能达到 52 亿美元的预期。</blockquote></p><p> Revenue at the firm's other business units that house Windows software, Teams messaging service and LinkedIn professional social networking platform also beat analyst expectations.</p><p><blockquote>该公司其他业务部门（包括 Windows 软件、Teams 消息服务和 LinkedIn 专业社交网络平台）的收入也超出了分析师的预期。</blockquote></p><p> The supply chain issues affecting much of the global tech industry had mixed consequences for Microsoft.</p><p><blockquote>影响全球科技行业大部分地区的供应链问题对微软产生了喜忧参半的影响。</blockquote></p><p> Amy Hood, executive vice president and chief financial officer of Microsoft, said that while the company did see some higher costs for building out data centers, it was able to mitigate those costs, with gross margins for its commercial cloud segment rising after discounting the impact of recent changes in accounting for data center gear.</p><p><blockquote>微软执行副总裁兼首席财务官 Amy Hood 表示，虽然该公司确实看到了建设数据中心的成本上升，但它能够降低这些成本，在扣除影响后，其商业云部门的毛利率有所上升。最近数据中心设备会计变化。</blockquote></p><p> Microsoft said sales of its Xbox gaming consoles and accessories were up 166% as it continues to see strong demand for new models after the pandemic forced millions to seek entertainment at home.</p><p><blockquote>微软表示，其 Xbox 游戏机和配件的销量增长了 166%，因为在疫情迫使数百万人在家寻求娱乐后，该公司继续看到对新机型的强劲需求。</blockquote></p><p> But Microsoft and its rivals have been unable to keep up with demand because of the global chip crunch.</p><p><blockquote>但由于全球芯片短缺，微软及其竞争对手一直无法满足需求。</blockquote></p><p> Hood told Reuters the company expects Xbox demand to continue to exceed supply.</p><p><blockquote>胡德告诉路透社，该公司预计 Xbox 需求将继续超过供应。</blockquote></p><p> Microsoft's revenue from selling Windows to PC makers grew 10% year over year, beating the overall PC market, which only grew 3.9% over the same period because of supply constraints, according to data from IDC.</p><p><blockquote>IDC 的数据显示，微软向 PC 制造商销售 Windows 的收入同比增长 10%，超过了同期因供应限制仅增长 3.9% 的整体 PC 市场。</blockquote></p><p> Hood said that the company was able to outperform in the PC market because of its strength in selling licenses for Windows destined for corporate customers, where it gets more revenue per license and has better market share.</p><p><blockquote>胡德表示，该公司之所以能够在个人电脑市场表现出色，是因为它在销售面向企业客户的 Windows 许可证方面实力雄厚，每个许可证的收入更多，市场份额也更好。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198138567","content_text":"Microsoft shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.\n\nHere’s how the company did:\n\nEarnings:$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.\nRevenue:$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.\n\nOverall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.\nNet income rose to $20.51 billion, or $2.71 per share. The company said its results included a $3.3 billion net income tax benefit.\nOn an adjusted basis it earned $2.27 per share, trumping analyst expectations of $2.07 per share.\nMicrosoft said revenue from its largest and fastest growing \"Intelligent Cloud\" segment surged 31% to $17 billion. Analysts had expected a figure of $16.58 billion, according to Refinitiv data.\nRevenue growth for Azure, the company's flagship cloud-computing business, came in at 48% in constant currency to beat analysts' estimates of 47.5%, according to consensus data from Visible Alpha.\nAzure's growth rate is the best direct measure of competition with rivals such as AWS and Google Cloud as Microsoft does not break out revenue from the cloud-computing unit.\nMicrosoft appeared to hold off Google Cloud's rising challenge. Google Cloud said on Tuesday its revenue surged by 45% to $4.99 billion, but failed to live up to estimates of $5.2 billion.\nRevenue at the firm's other business units that house Windows software, Teams messaging service and LinkedIn professional social networking platform also beat analyst expectations.\nThe supply chain issues affecting much of the global tech industry had mixed consequences for Microsoft.\nAmy Hood, executive vice president and chief financial officer of Microsoft, said that while the company did see some higher costs for building out data centers, it was able to mitigate those costs, with gross margins for its commercial cloud segment rising after discounting the impact of recent changes in accounting for data center gear.\nMicrosoft said sales of its Xbox gaming consoles and accessories were up 166% as it continues to see strong demand for new models after the pandemic forced millions to seek entertainment at home.\nBut Microsoft and its rivals have been unable to keep up with demand because of the global chip crunch.\nHood told Reuters the company expects Xbox demand to continue to exceed supply.\nMicrosoft's revenue from selling Windows to PC makers grew 10% year over year, beating the overall PC market, which only grew 3.9% over the same period because of supply constraints, according to data from IDC.\nHood said that the company was able to outperform in the PC market because of its strength in selling licenses for Windows destined for corporate customers, where it gets more revenue per license and has better market share.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823463409,"gmtCreate":1633655119336,"gmtModify":1633655120213,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569554330947500","idStr":"3569554330947500"},"themes":[],"title":"","htmlText":"Sweet news.&nbsp;","listText":"Sweet news.&nbsp;","text":"Sweet news.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/823463409","repostId":"2173942966","repostType":4,"isVote":1,"tweetType":1,"viewCount":1041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}