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BenWong888
2022-04-19
Sad
互联网科技股有没有底?再继续悲观可能会后悔
BenWong888
2022-04-19
Good
互联网科技股有没有底?再继续悲观可能会后悔
BenWong888
2022-04-18
Nice
抱歉,原内容已删除
BenWong888
2022-04-17
Good
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BenWong888
2022-04-16
??????
芒格真的卖了阿里?
BenWong888
2022-04-15
Good
@话题虎:霸主特斯拉VS新锐蔚来,谁是你的心头爱股?
BenWong888
2022-04-15
Good
抱歉,原内容已删除
BenWong888
2022-04-14
Good
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BenWong888
2022-04-13
Good
要降准了?国常会刚刚定调,更有这些大利好!
BenWong888
2022-02-06
Good
大抄底!60万亿元资管巨头新品上市,买了这些股票
BenWong888
2022-01-24
Good
抱歉,原内容已删除
BenWong888
2022-01-24
Oh no...
Netflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer<blockquote>杰富瑞(Jefferies)表示,Netflix股价又下跌6%,仅靠内容并不能影响电视流媒体业务</blockquote>
BenWong888
2022-01-24
Ok
抱歉,原内容已删除
BenWong888
2022-01-23
看不懂。。
@话题虎:“女巴菲特”彻底栽了,木头姐一年回撤40%!仍然再加仓!
BenWong888
2022-01-23
Good
@小虎说英股:以总面积来算,哈萨克斯坦是世界第九大国家。这个国家太大了,甚至其总面积超过全西欧 那哈萨克斯坦自然资源多多 哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中,哈萨克斯坦组成41% 国家最大的开采铀的公司是国有的KAZATOMPROM$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$ 目前在国家开采量中,该公司组成58% 公司也开采稀土 公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金 现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39% 那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年,公司总收入为2350亿KZT(大约5.4亿美金)并净利润为660亿KZT(1.5亿美金)公司的总债务很小,债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多,铀价格一直在上涨 喜欢投资新能源公司的人也能考虑世界最大开采钴的公司,瑞士的$GLENCORE PLC(GLEN.UK)$&nb
BenWong888
2022-01-23
Nice
@gugu:2021年投资总结:正确的抄底方式
BenWong888
2022-01-20
Nice
@库巴财经:经济学家:解决低生育的办法找到了,让75后-85后多生孩子!
BenWong888
2022-01-20
Sad
@话题虎:“女巴菲特”彻底栽了,木头姐一年回撤40%!仍然再加仓!
BenWong888
2022-01-20
Good
@gugu:2021年投资总结:正确的抄底方式
BenWong888
2022-01-16
Top 10
@美股投资网:大家好,我们先祝各位朋友在新的一年财运亨通!也祝大家能够在美股实战中,不断积累经验,提高分析技术。上一期我们承诺为大家介绍10只我认为将会在2022年迎来巨大增长的股票 ,上期介绍了5只,其中福特F从我们介绍时19.6美元连涨3天,涨幅高达25%。 原因是福特计划将备受期待的F-150闪电全电动卡车产量增加近一倍,以满足日益增长的需求,并于本周四启动第一波订单, 福特汽车股价去年上升了近140%,击败了特斯拉、通用汽车和许多新的电动汽车初创企业,成为2021年汽车制造商中表现最好的股票。这期咱们继续介绍剩下的5只股票。$美国雅宝公司(ALB)$在燃油车时代,世界各国在中东为了石油大打出手;在电动车时代, 全球都对锂矿石这新的资源展开了争夺,因为锂是动力电池的核心生产元素,被誉为“白色石油”。第一只股票 ALB 美国雅宝公司它占据全球锂产品供应第一的市场份额,占比达30%。按产量计算,$美国雅宝公司(ALB)$ 是世界第二大锂生产商,年产量超过85000吨,目前市值是全球第二。其实我们早在一年多之前就做了一期锂矿潜力股的深度分析视频,当时ALB 才89美元。为什么我们会看好锂矿资源呢?因为我们
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htmlText":"Sad","listText":"Sad","text":"Sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611174156","repostId":"1148785598","repostType":4,"repost":{"id":"1148785598","kind":"news","pubTimestamp":1650373816,"share":"https://www.laohu8.com/m/news/1148785598?lang=zh_CN&edition=full","pubTime":"2022-04-19 21:10","market":"hk","language":"zh","title":"互联网科技股有没有底?再继续悲观可能会后悔","url":"https://stock-news.laohu8.com/highlight/detail?id=1148785598","media":"格隆汇","summary":"市场,信心比金子更重要。","content":"<html><head></head><body><p>在经历了3月份的深V反弹后,最近市场显得有些萎靡。</p><p>就拿科技股来说,大厂们的股价走出了倒V的形态,显示市场在3月份喊话后,经历了一波回暖的脉冲,现在又正悉数回落,似乎要重回下跌通道。</p><p>市场,信心比金子更重要。</p><p><b>但问题是,信心为何总是这么脆弱?</b></p><p><b>01宏观迷雾</b></p><p><b>信心的底座,来自宏观,但现在的宏观,仍然迷雾重重。</b></p><p><b>首先是俄乌战争。</b>尽管已经打了一个多月,但是战况仍然焦灼,谈判也是异常艰难,昨天传出可能达成停战协议,今天说谈判陷入死胡同,明天又会有什么消息颠覆三观,没有人说得准。</p><p>实际上,仗打到这份上,双方都不可能退让,俄罗斯自不必说,本身就拥有强大的军事力量,这个时候怂,前功尽弃不说,以后在北约面前也不可能再抬起头;</p><p>乌克兰也一样,总统泽连斯基在西方社会四处奔走相告,誓言要血战到底,这个时候退缩,乌克兰在西方阵营的战略地位也会被质疑,何况,有西方无底线的支持和援助,也不用担心家底不够。</p><p><b>所幸,战争对于市场的影响,没有刚开始那样强烈,</b>拉长时间看,战争总有结束的一天,只是在这一天到来之时,市场仍然很难完全撇清战争的影响。</p><p><b>其次,流动性方面。</b>随着创纪录通胀数据的出现,美联储加快收水的声音越来越强烈,并会带动全球进入新一轮的货币收缩期。</p><p><img src=\"https://static.tigerbbs.com/66334b78b71b0a186fb92ef454b06c04\" tg-width=\"640\" tg-height=\"945\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>最后,还是咱们经济的事情。</b></p><p><b>今年的经济压力是显而易见的,</b>外围地缘局势紧张、流动性收缩加快,同时外界的疫情好转,使得中国的出口红利进一步消退,内部又出现局面疫情紧张局面。</p><p>上个月的两会,总理把今年经济增长目标定在5.5%,给了市场一定的稳增长信心。如果形势没有变化,相信市场对完成这个增长任务还是接受的,但现在形势有变,无疑会令到大家的信心走弱。</p><p>这也是最近几天,上头不断在开会研判经济形势和制定对策的原因,期待已久的降准也已经落地。不过,外围都是收水,我们降准乃至降息的空间自然也会狭窄了许多。另外,Q1宏观经济数据的发布,又让大家真切感受到经济增长的压力。</p><p>GDP主要由出口、投资和消费构成,在出口红利消退不可逆的大环境下,<b>唯有寄希望于通过投资和消费来拉动,其中政府能够操控自如的,还在于基建。</b></p><p>接下来,可以预期的是,除了政策不断作为,还会有更多政府主导的大项目开工建设,以最为传统而有效的方式,确保今年的稳增长任务。</p><p>另外,鉴于上海疫情对供应链造成的冲击,国家再一次出面稳定信心。</p><p><img src=\"https://static.tigerbbs.com/7dda32370ea0643f0c10a5d1b2845331\" tg-width=\"750\" tg-height=\"1034\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>至于消费,其实也是可以是一个选项,就看国家如何在居民消费上再做文章了</b>,现在上头也在不断释放要提振消费,特别说到了汽车消费、数字消费,但最终还是要看究竟如何落地,没有实质性的措施,很可能就是炒一下,最后又都泯灭众人。</p><p><b>02互联网,到没到底?</b></p><p>最近回调比较大的板块,互联网是其中之一。</p><p>掐指一算,自去年正式反垄断以来,时间已经整整过去一年,这一年互联网的惨烈程度,超出了很多人的想象,虽然行业见顶是一个因素,但股价斩到现在这个程度,监管的影响因素更大。</p><p>解铃还须系铃人,这也是3月份上头喊话说提及互联网监管有可能向好的方向发展后,板块开始大反弹的重要原因。现在市场大多数的观点都认为3月15日是一个底部,至少也算得上阶段性底部。</p><p>不过,随着最近互联网开始走弱,看得出市场的信心还是有所不足:<b>到底监管是真的向好,还是纯粹安抚市场而已?</b></p><p>实际上,监管的逻辑也不难理解,<b>在我看来,只要达到两个目的,压制因素才会消除。</b></p><p><b>第一,在股权结构上要有所调整。</b>这样做的目的很简单,可以让大量的利润留在国内,并用到更应该用到的地方,不至于总是被人诟病赚国人的钱,让外资受益。另外,在股权结构的调整上,也有利于互联网公司朝着国家希望的方向去发展。</p><p><b>第二,在企业最高的权力机构席位上,要有“自己人”,</b>这样才能够确保企业的发展道路不走偏。</p><p>更简单直白一点,那就是<b>要钱要人</b>。有些人可能对此颇有微词,但如果回溯到20多年前,国家对于企业的总的指导方针,你就会明白这一年所发生的事情。</p><p>当年在面对企业发展大方向上,国家制定的总方针,只有四个字:<b>抓大放小</b>。具体讲,就是对国家有重大战略安全意义、对国计民生产生重大影响、重要的基础设施和服务领域,由国有资本主导,而一般性竞争性领域则可以由国有以外的资本主导。</p><p>在这个总方针指导下,开启了1990年末2000年代初那一段波澜壮阔的国退民进,后来的互联网也是受益于此方针。现在,国家对互联网行业的反垄断,其实也是基于这个总方针。因为现在的互联网,已经不再局限于一般性竞争性领域,它已经发展成为对国家有重大战略安全意义、对国计民生产生重大影响,是最重要的基础设施之一,显然不能再由私人资本主导。</p><p>如果再看看反垄断所打出来的旗号——<b>防止资本无序扩张</b>,就更能明白国家的用意,资本这个东西,对于提升效率的作用毋庸置疑,但在公平问题上就作为有限了。</p><p>当然,简单地套用过去的做法,也不合适,因为互联网是新物种,过往也没有经验可以直接套用,所以国家在这一年里,也是不断探索新路子。从上头释放出来的信号,利好多过利空,加上整个行业已经跌成这个样子,<b>对互联网的悲观情绪,可以放一放了。</b></p><p>至于,最后会以什么样的结果示人,我们唯有拭目以待。</p><p><b>03生物医药,至暗时刻还未退去</b></p><p>除了互联网,另外一个行业过去一年也相当惨烈,那就是生物医药。以创新药为例,中国最优秀的创新药企,一年来的跌幅,都非常大,腰斩都算轻的了,8成都不在少数。</p><p>政策收紧、医保谈判、集采预期、包括行业内卷,都是大家说得很多的理由,这个毋庸置疑,但我想,回归到生物医药最根本的商业逻辑,国产创新药最大的问题,还在于<b>研发孱弱,没有持续出爆款新药的能力。</b></p><p>以最火热的PD-1为例,国内已经有6家药企获批上市,但要知道,这个药都是“抄”外国的,即国外开发出来了,我们循着别人的路走,说白了还是跟风,现在外国没有新药了,我们也就偃旗息鼓了。</p><p>对于生物医药公司来说,没有爆款药,跟电影公司没了爆款IP一样,是一个很让人焦虑的事情,这意味着生意会缺乏后劲,而坐山吃老本的日子,不可能长时间维持,更不可能有增长。</p><p>实事求是地讲,现在全球药企都面临爆款药慌,这个绝不是中国才有,想想之前那些划时代的爆款药,PD-1、阿达木单抗、威尔刚,都是很多年以前的事了,而且从生物医药研发的角度看,爆款药也不可能天天有,10年出一款就很不错了。</p><p>但外国大药企的优势在于,皮粗肉厚,有足够的“棉衣”过冬。国内就不一样了,尤其是那些成立时间短,在售药物不多,自身造血功能有限,甚至仍处于大额亏损状态的药企,面临的困境就更为极端。如果考虑到在研管线还不少,还得不断往里面投钱,净利润止损回正,更显得遥遥无期。</p><p>过去资本狂热,使得不少新药厂研发很激进,还爆出过一条有点分量的在研管线,丢到港股,可以卖100亿,但现在已是春去秋来。</p><p>摊开创新药管线,好一点的也就是在PD-1新的适应症做做文章。表面上看,这是一个增量,但行业的内卷加剧,前方又有医保控费,这个增量,到底能多大程度转化为实打实的业绩,都是未知数。</p><p>至于其他药,不是跟风,失去时间优势,就是所对应的市场空间小,或者竞争白热化,内卷严重。<b>现在创新药企的管线,让生意继续做下去,问题不大,但要想再次撩拨资本神经,再次支撑起投资者的想象力,就没有以前那么乐观了。</b></p><p>换句话说,生物医药的日子,仍然不好过,什么时候能够反转,大概要出新爆款药的时候再见吧。</p><p><b>04结语</b></p><p>股市涨跌,不过是周期而已。</p><p>互联网、生物医药、消费股,共同的特点就是过去多年持续受到追捧,但在去年又相继大热倒灶,不论是股价跌幅、估值回撤,都相当大。</p><p>于是乎,有一些资金时刻在押注这些板块反弹甚至反转。特别3月中旬后,高层释放出不少利于这些板块的信息,令到市场热闹了一阵。只是最近的下跌,似乎又有回到原点,令到不少资金开始犹豫。</p><p>应该承认,今年的经济压力是确实存在的,今年的市场环境也未必会好。不过,乐观一点看,有危便有机,低迷时刻往往也孕育着机会。投资有时候并不需要过于复杂的分析和模型,只需要回归常识,像互联网、生物医药、乃至消费股,到底会不会反转,其实只需要回答一个简单的问题:</p><p><b>我们的生活,不需要互联网了吗?我们的健康问题,不需要创新药了吗?</b></p><p>答案当然是否定的。当然,前提必须是这些企业要能够持续为用户、为社会、为国家乃至为世界创造价值,这样它们自身的价值才不至于毁灭。</p><p>有了这个底,或者是时候再回味一下巴老爷子那句话:</p><p><i><b>“别人贪婪我恐惧,别人恐惧我贪婪。”</b></i></p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n互联网科技股有没有底?再继续悲观可能会后悔\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 21:10 北京时间 <a href=https://www.gelonghui.com/p/522259><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在经历了3月份的深V反弹后,最近市场显得有些萎靡。就拿科技股来说,大厂们的股价走出了倒V的形态,显示市场在3月份喊话后,经历了一波回暖的脉冲,现在又正悉数回落,似乎要重回下跌通道。市场,信心比金子更重要。但问题是,信心为何总是这么脆弱?01宏观迷雾信心的底座,来自宏观,但现在的宏观,仍然迷雾重重。首先是俄乌战争。尽管已经打了一个多月,但是战况仍然焦灼,谈判也是异常艰难,昨天传出可能达成停战协议,...</p>\n\n<a href=\"https://www.gelonghui.com/p/522259\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0faf92a3ef12202a66ea6b7e8ae6f45e","relate_stocks":{"BK4526":"热门中概股","QNETCN":"纳斯达克中美互联网老虎指数","CQQQ":"中国科技指数ETF-Guggenheim"},"source_url":"https://www.gelonghui.com/p/522259","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1148785598","content_text":"在经历了3月份的深V反弹后,最近市场显得有些萎靡。就拿科技股来说,大厂们的股价走出了倒V的形态,显示市场在3月份喊话后,经历了一波回暖的脉冲,现在又正悉数回落,似乎要重回下跌通道。市场,信心比金子更重要。但问题是,信心为何总是这么脆弱?01宏观迷雾信心的底座,来自宏观,但现在的宏观,仍然迷雾重重。首先是俄乌战争。尽管已经打了一个多月,但是战况仍然焦灼,谈判也是异常艰难,昨天传出可能达成停战协议,今天说谈判陷入死胡同,明天又会有什么消息颠覆三观,没有人说得准。实际上,仗打到这份上,双方都不可能退让,俄罗斯自不必说,本身就拥有强大的军事力量,这个时候怂,前功尽弃不说,以后在北约面前也不可能再抬起头;乌克兰也一样,总统泽连斯基在西方社会四处奔走相告,誓言要血战到底,这个时候退缩,乌克兰在西方阵营的战略地位也会被质疑,何况,有西方无底线的支持和援助,也不用担心家底不够。所幸,战争对于市场的影响,没有刚开始那样强烈,拉长时间看,战争总有结束的一天,只是在这一天到来之时,市场仍然很难完全撇清战争的影响。其次,流动性方面。随着创纪录通胀数据的出现,美联储加快收水的声音越来越强烈,并会带动全球进入新一轮的货币收缩期。最后,还是咱们经济的事情。今年的经济压力是显而易见的,外围地缘局势紧张、流动性收缩加快,同时外界的疫情好转,使得中国的出口红利进一步消退,内部又出现局面疫情紧张局面。上个月的两会,总理把今年经济增长目标定在5.5%,给了市场一定的稳增长信心。如果形势没有变化,相信市场对完成这个增长任务还是接受的,但现在形势有变,无疑会令到大家的信心走弱。这也是最近几天,上头不断在开会研判经济形势和制定对策的原因,期待已久的降准也已经落地。不过,外围都是收水,我们降准乃至降息的空间自然也会狭窄了许多。另外,Q1宏观经济数据的发布,又让大家真切感受到经济增长的压力。GDP主要由出口、投资和消费构成,在出口红利消退不可逆的大环境下,唯有寄希望于通过投资和消费来拉动,其中政府能够操控自如的,还在于基建。接下来,可以预期的是,除了政策不断作为,还会有更多政府主导的大项目开工建设,以最为传统而有效的方式,确保今年的稳增长任务。另外,鉴于上海疫情对供应链造成的冲击,国家再一次出面稳定信心。至于消费,其实也是可以是一个选项,就看国家如何在居民消费上再做文章了,现在上头也在不断释放要提振消费,特别说到了汽车消费、数字消费,但最终还是要看究竟如何落地,没有实质性的措施,很可能就是炒一下,最后又都泯灭众人。02互联网,到没到底?最近回调比较大的板块,互联网是其中之一。掐指一算,自去年正式反垄断以来,时间已经整整过去一年,这一年互联网的惨烈程度,超出了很多人的想象,虽然行业见顶是一个因素,但股价斩到现在这个程度,监管的影响因素更大。解铃还须系铃人,这也是3月份上头喊话说提及互联网监管有可能向好的方向发展后,板块开始大反弹的重要原因。现在市场大多数的观点都认为3月15日是一个底部,至少也算得上阶段性底部。不过,随着最近互联网开始走弱,看得出市场的信心还是有所不足:到底监管是真的向好,还是纯粹安抚市场而已?实际上,监管的逻辑也不难理解,在我看来,只要达到两个目的,压制因素才会消除。第一,在股权结构上要有所调整。这样做的目的很简单,可以让大量的利润留在国内,并用到更应该用到的地方,不至于总是被人诟病赚国人的钱,让外资受益。另外,在股权结构的调整上,也有利于互联网公司朝着国家希望的方向去发展。第二,在企业最高的权力机构席位上,要有“自己人”,这样才能够确保企业的发展道路不走偏。更简单直白一点,那就是要钱要人。有些人可能对此颇有微词,但如果回溯到20多年前,国家对于企业的总的指导方针,你就会明白这一年所发生的事情。当年在面对企业发展大方向上,国家制定的总方针,只有四个字:抓大放小。具体讲,就是对国家有重大战略安全意义、对国计民生产生重大影响、重要的基础设施和服务领域,由国有资本主导,而一般性竞争性领域则可以由国有以外的资本主导。在这个总方针指导下,开启了1990年末2000年代初那一段波澜壮阔的国退民进,后来的互联网也是受益于此方针。现在,国家对互联网行业的反垄断,其实也是基于这个总方针。因为现在的互联网,已经不再局限于一般性竞争性领域,它已经发展成为对国家有重大战略安全意义、对国计民生产生重大影响,是最重要的基础设施之一,显然不能再由私人资本主导。如果再看看反垄断所打出来的旗号——防止资本无序扩张,就更能明白国家的用意,资本这个东西,对于提升效率的作用毋庸置疑,但在公平问题上就作为有限了。当然,简单地套用过去的做法,也不合适,因为互联网是新物种,过往也没有经验可以直接套用,所以国家在这一年里,也是不断探索新路子。从上头释放出来的信号,利好多过利空,加上整个行业已经跌成这个样子,对互联网的悲观情绪,可以放一放了。至于,最后会以什么样的结果示人,我们唯有拭目以待。03生物医药,至暗时刻还未退去除了互联网,另外一个行业过去一年也相当惨烈,那就是生物医药。以创新药为例,中国最优秀的创新药企,一年来的跌幅,都非常大,腰斩都算轻的了,8成都不在少数。政策收紧、医保谈判、集采预期、包括行业内卷,都是大家说得很多的理由,这个毋庸置疑,但我想,回归到生物医药最根本的商业逻辑,国产创新药最大的问题,还在于研发孱弱,没有持续出爆款新药的能力。以最火热的PD-1为例,国内已经有6家药企获批上市,但要知道,这个药都是“抄”外国的,即国外开发出来了,我们循着别人的路走,说白了还是跟风,现在外国没有新药了,我们也就偃旗息鼓了。对于生物医药公司来说,没有爆款药,跟电影公司没了爆款IP一样,是一个很让人焦虑的事情,这意味着生意会缺乏后劲,而坐山吃老本的日子,不可能长时间维持,更不可能有增长。实事求是地讲,现在全球药企都面临爆款药慌,这个绝不是中国才有,想想之前那些划时代的爆款药,PD-1、阿达木单抗、威尔刚,都是很多年以前的事了,而且从生物医药研发的角度看,爆款药也不可能天天有,10年出一款就很不错了。但外国大药企的优势在于,皮粗肉厚,有足够的“棉衣”过冬。国内就不一样了,尤其是那些成立时间短,在售药物不多,自身造血功能有限,甚至仍处于大额亏损状态的药企,面临的困境就更为极端。如果考虑到在研管线还不少,还得不断往里面投钱,净利润止损回正,更显得遥遥无期。过去资本狂热,使得不少新药厂研发很激进,还爆出过一条有点分量的在研管线,丢到港股,可以卖100亿,但现在已是春去秋来。摊开创新药管线,好一点的也就是在PD-1新的适应症做做文章。表面上看,这是一个增量,但行业的内卷加剧,前方又有医保控费,这个增量,到底能多大程度转化为实打实的业绩,都是未知数。至于其他药,不是跟风,失去时间优势,就是所对应的市场空间小,或者竞争白热化,内卷严重。现在创新药企的管线,让生意继续做下去,问题不大,但要想再次撩拨资本神经,再次支撑起投资者的想象力,就没有以前那么乐观了。换句话说,生物医药的日子,仍然不好过,什么时候能够反转,大概要出新爆款药的时候再见吧。04结语股市涨跌,不过是周期而已。互联网、生物医药、消费股,共同的特点就是过去多年持续受到追捧,但在去年又相继大热倒灶,不论是股价跌幅、估值回撤,都相当大。于是乎,有一些资金时刻在押注这些板块反弹甚至反转。特别3月中旬后,高层释放出不少利于这些板块的信息,令到市场热闹了一阵。只是最近的下跌,似乎又有回到原点,令到不少资金开始犹豫。应该承认,今年的经济压力是确实存在的,今年的市场环境也未必会好。不过,乐观一点看,有危便有机,低迷时刻往往也孕育着机会。投资有时候并不需要过于复杂的分析和模型,只需要回归常识,像互联网、生物医药、乃至消费股,到底会不会反转,其实只需要回答一个简单的问题:我们的生活,不需要互联网了吗?我们的健康问题,不需要创新药了吗?答案当然是否定的。当然,前提必须是这些企业要能够持续为用户、为社会、为国家乃至为世界创造价值,这样它们自身的价值才不至于毁灭。有了这个底,或者是时候再回味一下巴老爷子那句话:“别人贪婪我恐惧,别人恐惧我贪婪。”","news_type":1,"symbols_score_info":{"QNETCN":0.9,"CQQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":2306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611174331,"gmtCreate":1650381009402,"gmtModify":1650381009670,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611174331","repostId":"1148785598","repostType":4,"repost":{"id":"1148785598","kind":"news","pubTimestamp":1650373816,"share":"https://www.laohu8.com/m/news/1148785598?lang=zh_CN&edition=full","pubTime":"2022-04-19 21:10","market":"hk","language":"zh","title":"互联网科技股有没有底?再继续悲观可能会后悔","url":"https://stock-news.laohu8.com/highlight/detail?id=1148785598","media":"格隆汇","summary":"市场,信心比金子更重要。","content":"<html><head></head><body><p>在经历了3月份的深V反弹后,最近市场显得有些萎靡。</p><p>就拿科技股来说,大厂们的股价走出了倒V的形态,显示市场在3月份喊话后,经历了一波回暖的脉冲,现在又正悉数回落,似乎要重回下跌通道。</p><p>市场,信心比金子更重要。</p><p><b>但问题是,信心为何总是这么脆弱?</b></p><p><b>01宏观迷雾</b></p><p><b>信心的底座,来自宏观,但现在的宏观,仍然迷雾重重。</b></p><p><b>首先是俄乌战争。</b>尽管已经打了一个多月,但是战况仍然焦灼,谈判也是异常艰难,昨天传出可能达成停战协议,今天说谈判陷入死胡同,明天又会有什么消息颠覆三观,没有人说得准。</p><p>实际上,仗打到这份上,双方都不可能退让,俄罗斯自不必说,本身就拥有强大的军事力量,这个时候怂,前功尽弃不说,以后在北约面前也不可能再抬起头;</p><p>乌克兰也一样,总统泽连斯基在西方社会四处奔走相告,誓言要血战到底,这个时候退缩,乌克兰在西方阵营的战略地位也会被质疑,何况,有西方无底线的支持和援助,也不用担心家底不够。</p><p><b>所幸,战争对于市场的影响,没有刚开始那样强烈,</b>拉长时间看,战争总有结束的一天,只是在这一天到来之时,市场仍然很难完全撇清战争的影响。</p><p><b>其次,流动性方面。</b>随着创纪录通胀数据的出现,美联储加快收水的声音越来越强烈,并会带动全球进入新一轮的货币收缩期。</p><p><img src=\"https://static.tigerbbs.com/66334b78b71b0a186fb92ef454b06c04\" tg-width=\"640\" tg-height=\"945\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>最后,还是咱们经济的事情。</b></p><p><b>今年的经济压力是显而易见的,</b>外围地缘局势紧张、流动性收缩加快,同时外界的疫情好转,使得中国的出口红利进一步消退,内部又出现局面疫情紧张局面。</p><p>上个月的两会,总理把今年经济增长目标定在5.5%,给了市场一定的稳增长信心。如果形势没有变化,相信市场对完成这个增长任务还是接受的,但现在形势有变,无疑会令到大家的信心走弱。</p><p>这也是最近几天,上头不断在开会研判经济形势和制定对策的原因,期待已久的降准也已经落地。不过,外围都是收水,我们降准乃至降息的空间自然也会狭窄了许多。另外,Q1宏观经济数据的发布,又让大家真切感受到经济增长的压力。</p><p>GDP主要由出口、投资和消费构成,在出口红利消退不可逆的大环境下,<b>唯有寄希望于通过投资和消费来拉动,其中政府能够操控自如的,还在于基建。</b></p><p>接下来,可以预期的是,除了政策不断作为,还会有更多政府主导的大项目开工建设,以最为传统而有效的方式,确保今年的稳增长任务。</p><p>另外,鉴于上海疫情对供应链造成的冲击,国家再一次出面稳定信心。</p><p><img src=\"https://static.tigerbbs.com/7dda32370ea0643f0c10a5d1b2845331\" tg-width=\"750\" tg-height=\"1034\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>至于消费,其实也是可以是一个选项,就看国家如何在居民消费上再做文章了</b>,现在上头也在不断释放要提振消费,特别说到了汽车消费、数字消费,但最终还是要看究竟如何落地,没有实质性的措施,很可能就是炒一下,最后又都泯灭众人。</p><p><b>02互联网,到没到底?</b></p><p>最近回调比较大的板块,互联网是其中之一。</p><p>掐指一算,自去年正式反垄断以来,时间已经整整过去一年,这一年互联网的惨烈程度,超出了很多人的想象,虽然行业见顶是一个因素,但股价斩到现在这个程度,监管的影响因素更大。</p><p>解铃还须系铃人,这也是3月份上头喊话说提及互联网监管有可能向好的方向发展后,板块开始大反弹的重要原因。现在市场大多数的观点都认为3月15日是一个底部,至少也算得上阶段性底部。</p><p>不过,随着最近互联网开始走弱,看得出市场的信心还是有所不足:<b>到底监管是真的向好,还是纯粹安抚市场而已?</b></p><p>实际上,监管的逻辑也不难理解,<b>在我看来,只要达到两个目的,压制因素才会消除。</b></p><p><b>第一,在股权结构上要有所调整。</b>这样做的目的很简单,可以让大量的利润留在国内,并用到更应该用到的地方,不至于总是被人诟病赚国人的钱,让外资受益。另外,在股权结构的调整上,也有利于互联网公司朝着国家希望的方向去发展。</p><p><b>第二,在企业最高的权力机构席位上,要有“自己人”,</b>这样才能够确保企业的发展道路不走偏。</p><p>更简单直白一点,那就是<b>要钱要人</b>。有些人可能对此颇有微词,但如果回溯到20多年前,国家对于企业的总的指导方针,你就会明白这一年所发生的事情。</p><p>当年在面对企业发展大方向上,国家制定的总方针,只有四个字:<b>抓大放小</b>。具体讲,就是对国家有重大战略安全意义、对国计民生产生重大影响、重要的基础设施和服务领域,由国有资本主导,而一般性竞争性领域则可以由国有以外的资本主导。</p><p>在这个总方针指导下,开启了1990年末2000年代初那一段波澜壮阔的国退民进,后来的互联网也是受益于此方针。现在,国家对互联网行业的反垄断,其实也是基于这个总方针。因为现在的互联网,已经不再局限于一般性竞争性领域,它已经发展成为对国家有重大战略安全意义、对国计民生产生重大影响,是最重要的基础设施之一,显然不能再由私人资本主导。</p><p>如果再看看反垄断所打出来的旗号——<b>防止资本无序扩张</b>,就更能明白国家的用意,资本这个东西,对于提升效率的作用毋庸置疑,但在公平问题上就作为有限了。</p><p>当然,简单地套用过去的做法,也不合适,因为互联网是新物种,过往也没有经验可以直接套用,所以国家在这一年里,也是不断探索新路子。从上头释放出来的信号,利好多过利空,加上整个行业已经跌成这个样子,<b>对互联网的悲观情绪,可以放一放了。</b></p><p>至于,最后会以什么样的结果示人,我们唯有拭目以待。</p><p><b>03生物医药,至暗时刻还未退去</b></p><p>除了互联网,另外一个行业过去一年也相当惨烈,那就是生物医药。以创新药为例,中国最优秀的创新药企,一年来的跌幅,都非常大,腰斩都算轻的了,8成都不在少数。</p><p>政策收紧、医保谈判、集采预期、包括行业内卷,都是大家说得很多的理由,这个毋庸置疑,但我想,回归到生物医药最根本的商业逻辑,国产创新药最大的问题,还在于<b>研发孱弱,没有持续出爆款新药的能力。</b></p><p>以最火热的PD-1为例,国内已经有6家药企获批上市,但要知道,这个药都是“抄”外国的,即国外开发出来了,我们循着别人的路走,说白了还是跟风,现在外国没有新药了,我们也就偃旗息鼓了。</p><p>对于生物医药公司来说,没有爆款药,跟电影公司没了爆款IP一样,是一个很让人焦虑的事情,这意味着生意会缺乏后劲,而坐山吃老本的日子,不可能长时间维持,更不可能有增长。</p><p>实事求是地讲,现在全球药企都面临爆款药慌,这个绝不是中国才有,想想之前那些划时代的爆款药,PD-1、阿达木单抗、威尔刚,都是很多年以前的事了,而且从生物医药研发的角度看,爆款药也不可能天天有,10年出一款就很不错了。</p><p>但外国大药企的优势在于,皮粗肉厚,有足够的“棉衣”过冬。国内就不一样了,尤其是那些成立时间短,在售药物不多,自身造血功能有限,甚至仍处于大额亏损状态的药企,面临的困境就更为极端。如果考虑到在研管线还不少,还得不断往里面投钱,净利润止损回正,更显得遥遥无期。</p><p>过去资本狂热,使得不少新药厂研发很激进,还爆出过一条有点分量的在研管线,丢到港股,可以卖100亿,但现在已是春去秋来。</p><p>摊开创新药管线,好一点的也就是在PD-1新的适应症做做文章。表面上看,这是一个增量,但行业的内卷加剧,前方又有医保控费,这个增量,到底能多大程度转化为实打实的业绩,都是未知数。</p><p>至于其他药,不是跟风,失去时间优势,就是所对应的市场空间小,或者竞争白热化,内卷严重。<b>现在创新药企的管线,让生意继续做下去,问题不大,但要想再次撩拨资本神经,再次支撑起投资者的想象力,就没有以前那么乐观了。</b></p><p>换句话说,生物医药的日子,仍然不好过,什么时候能够反转,大概要出新爆款药的时候再见吧。</p><p><b>04结语</b></p><p>股市涨跌,不过是周期而已。</p><p>互联网、生物医药、消费股,共同的特点就是过去多年持续受到追捧,但在去年又相继大热倒灶,不论是股价跌幅、估值回撤,都相当大。</p><p>于是乎,有一些资金时刻在押注这些板块反弹甚至反转。特别3月中旬后,高层释放出不少利于这些板块的信息,令到市场热闹了一阵。只是最近的下跌,似乎又有回到原点,令到不少资金开始犹豫。</p><p>应该承认,今年的经济压力是确实存在的,今年的市场环境也未必会好。不过,乐观一点看,有危便有机,低迷时刻往往也孕育着机会。投资有时候并不需要过于复杂的分析和模型,只需要回归常识,像互联网、生物医药、乃至消费股,到底会不会反转,其实只需要回答一个简单的问题:</p><p><b>我们的生活,不需要互联网了吗?我们的健康问题,不需要创新药了吗?</b></p><p>答案当然是否定的。当然,前提必须是这些企业要能够持续为用户、为社会、为国家乃至为世界创造价值,这样它们自身的价值才不至于毁灭。</p><p>有了这个底,或者是时候再回味一下巴老爷子那句话:</p><p><i><b>“别人贪婪我恐惧,别人恐惧我贪婪。”</b></i></p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n互联网科技股有没有底?再继续悲观可能会后悔\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 21:10 北京时间 <a href=https://www.gelonghui.com/p/522259><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在经历了3月份的深V反弹后,最近市场显得有些萎靡。就拿科技股来说,大厂们的股价走出了倒V的形态,显示市场在3月份喊话后,经历了一波回暖的脉冲,现在又正悉数回落,似乎要重回下跌通道。市场,信心比金子更重要。但问题是,信心为何总是这么脆弱?01宏观迷雾信心的底座,来自宏观,但现在的宏观,仍然迷雾重重。首先是俄乌战争。尽管已经打了一个多月,但是战况仍然焦灼,谈判也是异常艰难,昨天传出可能达成停战协议,...</p>\n\n<a href=\"https://www.gelonghui.com/p/522259\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0faf92a3ef12202a66ea6b7e8ae6f45e","relate_stocks":{"BK4526":"热门中概股","QNETCN":"纳斯达克中美互联网老虎指数","CQQQ":"中国科技指数ETF-Guggenheim"},"source_url":"https://www.gelonghui.com/p/522259","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1148785598","content_text":"在经历了3月份的深V反弹后,最近市场显得有些萎靡。就拿科技股来说,大厂们的股价走出了倒V的形态,显示市场在3月份喊话后,经历了一波回暖的脉冲,现在又正悉数回落,似乎要重回下跌通道。市场,信心比金子更重要。但问题是,信心为何总是这么脆弱?01宏观迷雾信心的底座,来自宏观,但现在的宏观,仍然迷雾重重。首先是俄乌战争。尽管已经打了一个多月,但是战况仍然焦灼,谈判也是异常艰难,昨天传出可能达成停战协议,今天说谈判陷入死胡同,明天又会有什么消息颠覆三观,没有人说得准。实际上,仗打到这份上,双方都不可能退让,俄罗斯自不必说,本身就拥有强大的军事力量,这个时候怂,前功尽弃不说,以后在北约面前也不可能再抬起头;乌克兰也一样,总统泽连斯基在西方社会四处奔走相告,誓言要血战到底,这个时候退缩,乌克兰在西方阵营的战略地位也会被质疑,何况,有西方无底线的支持和援助,也不用担心家底不够。所幸,战争对于市场的影响,没有刚开始那样强烈,拉长时间看,战争总有结束的一天,只是在这一天到来之时,市场仍然很难完全撇清战争的影响。其次,流动性方面。随着创纪录通胀数据的出现,美联储加快收水的声音越来越强烈,并会带动全球进入新一轮的货币收缩期。最后,还是咱们经济的事情。今年的经济压力是显而易见的,外围地缘局势紧张、流动性收缩加快,同时外界的疫情好转,使得中国的出口红利进一步消退,内部又出现局面疫情紧张局面。上个月的两会,总理把今年经济增长目标定在5.5%,给了市场一定的稳增长信心。如果形势没有变化,相信市场对完成这个增长任务还是接受的,但现在形势有变,无疑会令到大家的信心走弱。这也是最近几天,上头不断在开会研判经济形势和制定对策的原因,期待已久的降准也已经落地。不过,外围都是收水,我们降准乃至降息的空间自然也会狭窄了许多。另外,Q1宏观经济数据的发布,又让大家真切感受到经济增长的压力。GDP主要由出口、投资和消费构成,在出口红利消退不可逆的大环境下,唯有寄希望于通过投资和消费来拉动,其中政府能够操控自如的,还在于基建。接下来,可以预期的是,除了政策不断作为,还会有更多政府主导的大项目开工建设,以最为传统而有效的方式,确保今年的稳增长任务。另外,鉴于上海疫情对供应链造成的冲击,国家再一次出面稳定信心。至于消费,其实也是可以是一个选项,就看国家如何在居民消费上再做文章了,现在上头也在不断释放要提振消费,特别说到了汽车消费、数字消费,但最终还是要看究竟如何落地,没有实质性的措施,很可能就是炒一下,最后又都泯灭众人。02互联网,到没到底?最近回调比较大的板块,互联网是其中之一。掐指一算,自去年正式反垄断以来,时间已经整整过去一年,这一年互联网的惨烈程度,超出了很多人的想象,虽然行业见顶是一个因素,但股价斩到现在这个程度,监管的影响因素更大。解铃还须系铃人,这也是3月份上头喊话说提及互联网监管有可能向好的方向发展后,板块开始大反弹的重要原因。现在市场大多数的观点都认为3月15日是一个底部,至少也算得上阶段性底部。不过,随着最近互联网开始走弱,看得出市场的信心还是有所不足:到底监管是真的向好,还是纯粹安抚市场而已?实际上,监管的逻辑也不难理解,在我看来,只要达到两个目的,压制因素才会消除。第一,在股权结构上要有所调整。这样做的目的很简单,可以让大量的利润留在国内,并用到更应该用到的地方,不至于总是被人诟病赚国人的钱,让外资受益。另外,在股权结构的调整上,也有利于互联网公司朝着国家希望的方向去发展。第二,在企业最高的权力机构席位上,要有“自己人”,这样才能够确保企业的发展道路不走偏。更简单直白一点,那就是要钱要人。有些人可能对此颇有微词,但如果回溯到20多年前,国家对于企业的总的指导方针,你就会明白这一年所发生的事情。当年在面对企业发展大方向上,国家制定的总方针,只有四个字:抓大放小。具体讲,就是对国家有重大战略安全意义、对国计民生产生重大影响、重要的基础设施和服务领域,由国有资本主导,而一般性竞争性领域则可以由国有以外的资本主导。在这个总方针指导下,开启了1990年末2000年代初那一段波澜壮阔的国退民进,后来的互联网也是受益于此方针。现在,国家对互联网行业的反垄断,其实也是基于这个总方针。因为现在的互联网,已经不再局限于一般性竞争性领域,它已经发展成为对国家有重大战略安全意义、对国计民生产生重大影响,是最重要的基础设施之一,显然不能再由私人资本主导。如果再看看反垄断所打出来的旗号——防止资本无序扩张,就更能明白国家的用意,资本这个东西,对于提升效率的作用毋庸置疑,但在公平问题上就作为有限了。当然,简单地套用过去的做法,也不合适,因为互联网是新物种,过往也没有经验可以直接套用,所以国家在这一年里,也是不断探索新路子。从上头释放出来的信号,利好多过利空,加上整个行业已经跌成这个样子,对互联网的悲观情绪,可以放一放了。至于,最后会以什么样的结果示人,我们唯有拭目以待。03生物医药,至暗时刻还未退去除了互联网,另外一个行业过去一年也相当惨烈,那就是生物医药。以创新药为例,中国最优秀的创新药企,一年来的跌幅,都非常大,腰斩都算轻的了,8成都不在少数。政策收紧、医保谈判、集采预期、包括行业内卷,都是大家说得很多的理由,这个毋庸置疑,但我想,回归到生物医药最根本的商业逻辑,国产创新药最大的问题,还在于研发孱弱,没有持续出爆款新药的能力。以最火热的PD-1为例,国内已经有6家药企获批上市,但要知道,这个药都是“抄”外国的,即国外开发出来了,我们循着别人的路走,说白了还是跟风,现在外国没有新药了,我们也就偃旗息鼓了。对于生物医药公司来说,没有爆款药,跟电影公司没了爆款IP一样,是一个很让人焦虑的事情,这意味着生意会缺乏后劲,而坐山吃老本的日子,不可能长时间维持,更不可能有增长。实事求是地讲,现在全球药企都面临爆款药慌,这个绝不是中国才有,想想之前那些划时代的爆款药,PD-1、阿达木单抗、威尔刚,都是很多年以前的事了,而且从生物医药研发的角度看,爆款药也不可能天天有,10年出一款就很不错了。但外国大药企的优势在于,皮粗肉厚,有足够的“棉衣”过冬。国内就不一样了,尤其是那些成立时间短,在售药物不多,自身造血功能有限,甚至仍处于大额亏损状态的药企,面临的困境就更为极端。如果考虑到在研管线还不少,还得不断往里面投钱,净利润止损回正,更显得遥遥无期。过去资本狂热,使得不少新药厂研发很激进,还爆出过一条有点分量的在研管线,丢到港股,可以卖100亿,但现在已是春去秋来。摊开创新药管线,好一点的也就是在PD-1新的适应症做做文章。表面上看,这是一个增量,但行业的内卷加剧,前方又有医保控费,这个增量,到底能多大程度转化为实打实的业绩,都是未知数。至于其他药,不是跟风,失去时间优势,就是所对应的市场空间小,或者竞争白热化,内卷严重。现在创新药企的管线,让生意继续做下去,问题不大,但要想再次撩拨资本神经,再次支撑起投资者的想象力,就没有以前那么乐观了。换句话说,生物医药的日子,仍然不好过,什么时候能够反转,大概要出新爆款药的时候再见吧。04结语股市涨跌,不过是周期而已。互联网、生物医药、消费股,共同的特点就是过去多年持续受到追捧,但在去年又相继大热倒灶,不论是股价跌幅、估值回撤,都相当大。于是乎,有一些资金时刻在押注这些板块反弹甚至反转。特别3月中旬后,高层释放出不少利于这些板块的信息,令到市场热闹了一阵。只是最近的下跌,似乎又有回到原点,令到不少资金开始犹豫。应该承认,今年的经济压力是确实存在的,今年的市场环境也未必会好。不过,乐观一点看,有危便有机,低迷时刻往往也孕育着机会。投资有时候并不需要过于复杂的分析和模型,只需要回归常识,像互联网、生物医药、乃至消费股,到底会不会反转,其实只需要回答一个简单的问题:我们的生活,不需要互联网了吗?我们的健康问题,不需要创新药了吗?答案当然是否定的。当然,前提必须是这些企业要能够持续为用户、为社会、为国家乃至为世界创造价值,这样它们自身的价值才不至于毁灭。有了这个底,或者是时候再回味一下巴老爷子那句话:“别人贪婪我恐惧,别人恐惧我贪婪。”","news_type":1,"symbols_score_info":{"QNETCN":0.9,"CQQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":2137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611944619,"gmtCreate":1650285921580,"gmtModify":1650285971119,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611944619","repostId":"1138486640","repostType":4,"isVote":1,"tweetType":1,"viewCount":2584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611032860,"gmtCreate":1650163887454,"gmtModify":1650163887668,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLeve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","listText":"?????? ","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613732390","repostId":"1145962631","repostType":4,"repost":{"id":"1145962631","kind":"news","pubTimestamp":1650029102,"share":"https://www.laohu8.com/m/news/1145962631?lang=zh_CN&edition=full","pubTime":"2022-04-15 21:25","market":"hk","language":"zh","title":"芒格真的卖了阿里?","url":"https://stock-news.laohu8.com/highlight/detail?id=1145962631","media":"e公司","summary":"于是,芒格大幅卖出亏损股、98岁芒格兵败阿里、芒格廉颇老矣尚能饭否,如此这般的标题,立即充斥了资本市场。2021年一季度,芒格主导下的每日期刊公司,首次买入阿里巴巴ADR。在几乎直线的下跌中,每日期刊公司在2021年三季度和四季度加仓了阿里巴巴。随后,在2022年2月的每日期刊公司年会上,芒格夸赞了阿里巴巴公司,说它是合适的投资标的,投资这个公司让他感到舒适。两种可能那么,芒格真的卖了阿里巴巴吗?","content":"<html><head></head><body><blockquote><b>芒格辞职的时间是3月28日,而4月11日每日期刊公司提交的公告,显示的是3月31日的持仓数据。在3天的时间里,对于<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>这样一只交易非常活跃的ADR来说,芒格的继任者有足够的时间,把仓位砍掉一半。这种可能性,我们将它称为“每日期刊公司变了”。</b></blockquote><p><b>作为沃伦·巴菲特一生的搭档,出生于1924年的查理·芒格的另一个身份,是每日期刊公司(Daily Journal)董事长。从1977年53岁上任,到2022年98岁辞职,芒格在这个职位上忙碌了45年。</b></p><p>作为巴菲特的搭档,芒格的投资方法虽然也是正宗的价值投资,但是在细节上和巴菲特不尽相同。简单来说,芒格的投资风格就是持股更加集中,对估值不是很看重,但对企业长期前景比较关心。这种投资方法,导致投资组合的短期波动更大,同时长期收益率可能也更高。</p><p>由于巴菲特并没有参与每日期刊公司的投资,因此从每日期刊公司的投资头寸上,人们往往能对芒格的股票投资一探究竟。</p><p><b>不过,花有重开日,人物再少年。再好的投资职业生涯,也终究有结束的一天。2022年3月28日,98岁高龄的芒格辞去了每日期刊公司董事长职务。</b></p><p><b>然而,就在两周以后的4月11日,市场上爆出了一个大新闻:每日期刊公司在2022年一季度,卖出了50%的阿里巴巴ADR(美国存托凭证)持股,出现大幅亏损。</b></p><p>于是,芒格大幅卖出亏损股、98岁芒格兵败阿里、芒格廉颇老矣尚能饭否,如此这般的标题,立即充斥了资本市场。</p><p><b>但是,芒格真的卖了阿里吗?</b></p><p><b>发生了什么?</b></p><p>2021年一季度,芒格主导下的每日期刊公司,首次买入阿里巴巴ADR。随后,阿里巴巴股价一路下跌,从2021年一季度的250美元附近,一直跌到了2022年一季度的100美元附近。</p><p>在几乎直线的下跌中,每日期刊公司在2021年三季度和四季度加仓了阿里巴巴。随后,在2022年2月的每日期刊公司年会上,芒格夸赞了阿里巴巴公司,说它是合适的投资标的,投资这个公司让他感到舒适。</p><p>但是,到了2022年3月28日,由于某种未公告的原因,芒格辞去了每日期刊公司董事长职务,仅继续担任公司董事。到了4月11日,每日期刊公司公告显示,截至2022年3月31日,公司所持有的阿里巴巴ADR,仅有之前持仓的一半。</p><p><b>两种可能</b></p><p>那么,芒格真的卖了阿里巴巴吗?细心的读者会发现,这件事其实有两种可能。</p><p><img src=\"https://static.tigerbbs.com/72da4b29cb471c1d0f387e4b471ba5b0\" tg-width=\"959\" tg-height=\"521\" referrerpolicy=\"no-referrer\"/>供图:赵乃育</p><p>第一种可能,是芒格确实老糊涂了,在股票大幅亏损后就减仓了。我们不能否定这种可能,毕竟智慧的芒格自己就曾经说过,“不要迷信那些优秀的人,再优秀的人都有犯错的时候”。要知道,即使是拿破仑也曾打过败仗。这第一种可能,我们将它称为“芒格犯傻了”。</p><p>但是,在第一种可能之外,还有一种可能,会让我们以为自己看到的“芒格犯傻了”,完全不是事情的真相。</p><p>细心的读者一定已经发现,从以上描述的时间线里,芒格辞职的时间是3月28日,而4月11日每日期刊公司提交的公告,显示的是3月31日的持仓数据。</p><p><b>在3天的时间里,对于阿里巴巴这样一只交易非常活跃的ADR来说,芒格的继任者有足够的时间,把仓位砍掉一半。这第二种可能性,我们将它称为“每日期刊公司变了”。</b></p><p>那么,美国市场的流动性,支持这种“3天砍仓一半”的交易吗?根据每日期刊公司披露的数据,其持有的阿里巴巴ADR,在减仓之前最高达到60万份,在2022年一季度末则为30万份,减持了30万份。</p><p>对于3天30万份的减持量,阿里巴巴的ADR交易量能够容纳吗?在2022年一季度,阿里巴巴ADR的日均成交量,是3212万份。而在芒格卸任以后的3个交易日(3月29日到31日),总成交量是8768万份。做过交易的人都知道,对于如此巨大的交易量,想要在3天里减持30万份,易如反掌。所以,“每日期刊公司变了”这种可能性,是完全存在的。</p><p><b>芒格犯傻了?</b></p><p>每日期刊公司为什么减仓阿里巴巴,背后的原因到底是“芒格犯傻了”还是“每日期刊公司变了”,除非有每日期刊公司或者芒格自己的声明,否则这件事也许会永远成为一个难解之谜。</p><p>从主观上,我个人更偏向“每日期刊公司变了”这种可能,因为“芒格犯傻了”不符合常理。我很难相信一位一辈子聪明、目光长远的投资者,居然在如此行事近百年以后,会突然变成一个“2月份还说看好公司、3月份就卖出股票”的人。但是,根据现有的公告,我也没有证据完全否定“芒格犯傻了”的可能性。</p><p>但是,为什么在新闻发生以后,许多人会立即相信“芒格犯傻了”?这里面有两个原因,第一是人们不细致,没有发现芒格辞职日期和公告日期之差(尽管只有3天)。第二个原因,则更加深刻。</p><p><b>对于许多人来说,价值投资所倡导的“目光放长远、不要看短期”的理念,是和他们喜欢投机的爱好相违背的。但是糟糕的是,巴菲特、芒格这些价值投资者不停的赚钱,同时投机又很难带来长期收益。</b></p><p>这时候,聪明的人会放下自己的投机,跟随价值投资的脚步。但是对于那些放纵自己感受的人来说,他们更愿意相信自己的投机是对的、价值投资的理念才是错的。在这时候,“芒格犯傻了”的新闻,恰好迎合了这些人的心理:价值投资的理念不对,我应该继续投机才是正道。可以说,这是一场恰到好处的心理按摩。</p><p><b>看见的就是真的?</b></p><p>每日期刊公司减持阿里巴巴ADR,当这件事被粗心的人们第一眼看到时,他们立即相信自己的判断“芒格犯傻了”,而没有仔细思考另一种可能“每日期刊公司变了”。在这里,人们错误地认为,“我看到的就是真的”。</p><p>但是,看到的并不一定是真的。在中国的资本市场上,我曾经亲身经历过另一次所见并非真相。那次经历,真相比芒格卖阿里更加隐晦:从公开的信息,我们甚至看不到真相存在的可能。</p><p>在2007年大牛市到2008年大熊市的转换中,我认识的一位价值投资者,居然没有在2007年市场极其昂贵的时候,做出太多的减仓操作,以至于在2008年损失惨重。根据公告,他一直是基金的基金经理。那么,2007年牛市的顶点那么贵,上百倍PE的股票比比皆是,作为重视估值的价值投资者,他怎么会不卖呢?</p><p>实际上的情况,比公告显示出来的更加复杂。这位投资者虽然是投资经理,但是他的领导——也就是公司的投资总监和总经理,却喜欢越级指挥他的投资决策。结果,2007年到2008年的交易,其实大多根本不是出自他的本意。</p><p>所以说,在资本市场上,当我们以为自己看清楚了一个事件、一张财务报表、一个公告的时候,一定要长个心眼,问问自己这件事合理吗?如果答案是否定的,那么即使我们自己看到了某件事,也不一定代表我们就看清了事情的真相。</p><p>不过,人毕竟是依靠感官体验世界的,“眼见为实”的思想深深刻在我们的基因里。连中国历史上的圣人孔子,都曾经感叹“看到的事情居然不是真的”。这里,就让我们来看一个《吕氏春秋》中记载的故事。</p><p>有一次,孔子和弟子们在列国之间穿行时,倒霉找不到粮食吃,上顿接不上下顿,七天都没有饭吃。正在这时,孔子弟子中品德第一的颜回,不知道从哪里找来了一点米。大家很开心,颜回就拿着米去做饭。</p><p>结果,颜回一个人忙做饭,饭快熟的时候孔子正好路过,看到颜回从锅里自己捞饭吃。在儒家的礼仪中,这样“自己先吃不管大家”的行为,是非常不道德的。</p><p>按理说,这样的事情不会发生在以品德著称的颜回身上啊?但是,这又是孔子亲眼所见,怎能不真呢?不过,大家毕竟都饿了好多天,也许颜回也守不住自己的道德准绳,先吃为快了?</p><p>等到吃完饭,孔子委婉地问颜回是怎么回事,这才知道事情的真相。原来,颜回煮饭的时候,发现一块煤灰飞到了饭里。把这块沾了灰的饭扔了吧,实在可惜,可是端出来给大家吃吧,又会让人糟心。于是,颜回干脆自己把脏的那块饭拿出来吃掉。没曾想,正好给路过的孔子看见。</p><p>得知事情原由后,孔子大为感叹:“所信者目也,而目犹不可信。所恃者心也,而心犹不足恃。弟子记之:知人固不易矣。”我们眼睛看到的不一定是真的,心里想明白的不一定是对的,我们要牢记,把真相搞明白实在是太难了啊!</p><p>假作真时真亦假,无为有处有还无。作为一代价值投资大师,芒格给人们留下过许许多多睿智的思想。对于这些思想,他经常喜欢说一句总结性的话:“我的剑只留给能挥舞它的人。”</p><p><b>现在,当面对“芒格犯傻了”和“每日期刊公司变了”两个可能的真相时,我亲爱的读者,你是怎样想的呢?究竟哪一种想法,才能让我们挥舞起芒格的剑呢?</b></p></body></html>","source":"LHCJ1","collect":0,"html":"<!DOCTYPE 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n芒格真的卖了阿里?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 21:25 北京时间 <a href=https://mp.weixin.qq.com/s/SgyrrtKXXnDeioPtpTMGcw><strong>e公司</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芒格辞职的时间是3月28日,而4月11日每日期刊公司提交的公告,显示的是3月31日的持仓数据。在3天的时间里,对于阿里巴巴这样一只交易非常活跃的ADR来说,芒格的继任者有足够的时间,把仓位砍掉一半。这种可能性,我们将它称为“每日期刊公司变了”。作为沃伦·巴菲特一生的搭档,出生于1924年的查理·芒格的另一个身份,是每日期刊公司(Daily Journal)董事长。从1977年53岁上任,到2022...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/SgyrrtKXXnDeioPtpTMGcw\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/72da4b29cb471c1d0f387e4b471ba5b0","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/SgyrrtKXXnDeioPtpTMGcw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145962631","content_text":"芒格辞职的时间是3月28日,而4月11日每日期刊公司提交的公告,显示的是3月31日的持仓数据。在3天的时间里,对于阿里巴巴这样一只交易非常活跃的ADR来说,芒格的继任者有足够的时间,把仓位砍掉一半。这种可能性,我们将它称为“每日期刊公司变了”。作为沃伦·巴菲特一生的搭档,出生于1924年的查理·芒格的另一个身份,是每日期刊公司(Daily Journal)董事长。从1977年53岁上任,到2022年98岁辞职,芒格在这个职位上忙碌了45年。作为巴菲特的搭档,芒格的投资方法虽然也是正宗的价值投资,但是在细节上和巴菲特不尽相同。简单来说,芒格的投资风格就是持股更加集中,对估值不是很看重,但对企业长期前景比较关心。这种投资方法,导致投资组合的短期波动更大,同时长期收益率可能也更高。由于巴菲特并没有参与每日期刊公司的投资,因此从每日期刊公司的投资头寸上,人们往往能对芒格的股票投资一探究竟。不过,花有重开日,人物再少年。再好的投资职业生涯,也终究有结束的一天。2022年3月28日,98岁高龄的芒格辞去了每日期刊公司董事长职务。然而,就在两周以后的4月11日,市场上爆出了一个大新闻:每日期刊公司在2022年一季度,卖出了50%的阿里巴巴ADR(美国存托凭证)持股,出现大幅亏损。于是,芒格大幅卖出亏损股、98岁芒格兵败阿里、芒格廉颇老矣尚能饭否,如此这般的标题,立即充斥了资本市场。但是,芒格真的卖了阿里吗?发生了什么?2021年一季度,芒格主导下的每日期刊公司,首次买入阿里巴巴ADR。随后,阿里巴巴股价一路下跌,从2021年一季度的250美元附近,一直跌到了2022年一季度的100美元附近。在几乎直线的下跌中,每日期刊公司在2021年三季度和四季度加仓了阿里巴巴。随后,在2022年2月的每日期刊公司年会上,芒格夸赞了阿里巴巴公司,说它是合适的投资标的,投资这个公司让他感到舒适。但是,到了2022年3月28日,由于某种未公告的原因,芒格辞去了每日期刊公司董事长职务,仅继续担任公司董事。到了4月11日,每日期刊公司公告显示,截至2022年3月31日,公司所持有的阿里巴巴ADR,仅有之前持仓的一半。两种可能那么,芒格真的卖了阿里巴巴吗?细心的读者会发现,这件事其实有两种可能。供图:赵乃育第一种可能,是芒格确实老糊涂了,在股票大幅亏损后就减仓了。我们不能否定这种可能,毕竟智慧的芒格自己就曾经说过,“不要迷信那些优秀的人,再优秀的人都有犯错的时候”。要知道,即使是拿破仑也曾打过败仗。这第一种可能,我们将它称为“芒格犯傻了”。但是,在第一种可能之外,还有一种可能,会让我们以为自己看到的“芒格犯傻了”,完全不是事情的真相。细心的读者一定已经发现,从以上描述的时间线里,芒格辞职的时间是3月28日,而4月11日每日期刊公司提交的公告,显示的是3月31日的持仓数据。在3天的时间里,对于阿里巴巴这样一只交易非常活跃的ADR来说,芒格的继任者有足够的时间,把仓位砍掉一半。这第二种可能性,我们将它称为“每日期刊公司变了”。那么,美国市场的流动性,支持这种“3天砍仓一半”的交易吗?根据每日期刊公司披露的数据,其持有的阿里巴巴ADR,在减仓之前最高达到60万份,在2022年一季度末则为30万份,减持了30万份。对于3天30万份的减持量,阿里巴巴的ADR交易量能够容纳吗?在2022年一季度,阿里巴巴ADR的日均成交量,是3212万份。而在芒格卸任以后的3个交易日(3月29日到31日),总成交量是8768万份。做过交易的人都知道,对于如此巨大的交易量,想要在3天里减持30万份,易如反掌。所以,“每日期刊公司变了”这种可能性,是完全存在的。芒格犯傻了?每日期刊公司为什么减仓阿里巴巴,背后的原因到底是“芒格犯傻了”还是“每日期刊公司变了”,除非有每日期刊公司或者芒格自己的声明,否则这件事也许会永远成为一个难解之谜。从主观上,我个人更偏向“每日期刊公司变了”这种可能,因为“芒格犯傻了”不符合常理。我很难相信一位一辈子聪明、目光长远的投资者,居然在如此行事近百年以后,会突然变成一个“2月份还说看好公司、3月份就卖出股票”的人。但是,根据现有的公告,我也没有证据完全否定“芒格犯傻了”的可能性。但是,为什么在新闻发生以后,许多人会立即相信“芒格犯傻了”?这里面有两个原因,第一是人们不细致,没有发现芒格辞职日期和公告日期之差(尽管只有3天)。第二个原因,则更加深刻。对于许多人来说,价值投资所倡导的“目光放长远、不要看短期”的理念,是和他们喜欢投机的爱好相违背的。但是糟糕的是,巴菲特、芒格这些价值投资者不停的赚钱,同时投机又很难带来长期收益。这时候,聪明的人会放下自己的投机,跟随价值投资的脚步。但是对于那些放纵自己感受的人来说,他们更愿意相信自己的投机是对的、价值投资的理念才是错的。在这时候,“芒格犯傻了”的新闻,恰好迎合了这些人的心理:价值投资的理念不对,我应该继续投机才是正道。可以说,这是一场恰到好处的心理按摩。看见的就是真的?每日期刊公司减持阿里巴巴ADR,当这件事被粗心的人们第一眼看到时,他们立即相信自己的判断“芒格犯傻了”,而没有仔细思考另一种可能“每日期刊公司变了”。在这里,人们错误地认为,“我看到的就是真的”。但是,看到的并不一定是真的。在中国的资本市场上,我曾经亲身经历过另一次所见并非真相。那次经历,真相比芒格卖阿里更加隐晦:从公开的信息,我们甚至看不到真相存在的可能。在2007年大牛市到2008年大熊市的转换中,我认识的一位价值投资者,居然没有在2007年市场极其昂贵的时候,做出太多的减仓操作,以至于在2008年损失惨重。根据公告,他一直是基金的基金经理。那么,2007年牛市的顶点那么贵,上百倍PE的股票比比皆是,作为重视估值的价值投资者,他怎么会不卖呢?实际上的情况,比公告显示出来的更加复杂。这位投资者虽然是投资经理,但是他的领导——也就是公司的投资总监和总经理,却喜欢越级指挥他的投资决策。结果,2007年到2008年的交易,其实大多根本不是出自他的本意。所以说,在资本市场上,当我们以为自己看清楚了一个事件、一张财务报表、一个公告的时候,一定要长个心眼,问问自己这件事合理吗?如果答案是否定的,那么即使我们自己看到了某件事,也不一定代表我们就看清了事情的真相。不过,人毕竟是依靠感官体验世界的,“眼见为实”的思想深深刻在我们的基因里。连中国历史上的圣人孔子,都曾经感叹“看到的事情居然不是真的”。这里,就让我们来看一个《吕氏春秋》中记载的故事。有一次,孔子和弟子们在列国之间穿行时,倒霉找不到粮食吃,上顿接不上下顿,七天都没有饭吃。正在这时,孔子弟子中品德第一的颜回,不知道从哪里找来了一点米。大家很开心,颜回就拿着米去做饭。结果,颜回一个人忙做饭,饭快熟的时候孔子正好路过,看到颜回从锅里自己捞饭吃。在儒家的礼仪中,这样“自己先吃不管大家”的行为,是非常不道德的。按理说,这样的事情不会发生在以品德著称的颜回身上啊?但是,这又是孔子亲眼所见,怎能不真呢?不过,大家毕竟都饿了好多天,也许颜回也守不住自己的道德准绳,先吃为快了?等到吃完饭,孔子委婉地问颜回是怎么回事,这才知道事情的真相。原来,颜回煮饭的时候,发现一块煤灰飞到了饭里。把这块沾了灰的饭扔了吧,实在可惜,可是端出来给大家吃吧,又会让人糟心。于是,颜回干脆自己把脏的那块饭拿出来吃掉。没曾想,正好给路过的孔子看见。得知事情原由后,孔子大为感叹:“所信者目也,而目犹不可信。所恃者心也,而心犹不足恃。弟子记之:知人固不易矣。”我们眼睛看到的不一定是真的,心里想明白的不一定是对的,我们要牢记,把真相搞明白实在是太难了啊!假作真时真亦假,无为有处有还无。作为一代价值投资大师,芒格给人们留下过许许多多睿智的思想。对于这些思想,他经常喜欢说一句总结性的话:“我的剑只留给能挥舞它的人。”现在,当面对“芒格犯傻了”和“每日期刊公司变了”两个可能的真相时,我亲爱的读者,你是怎样想的呢?究竟哪一种想法,才能让我们挥舞起芒格的剑呢?","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":3107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613570447,"gmtCreate":1649979895707,"gmtModify":1649979895936,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613570447","repostId":"613268951","repostType":1,"repost":{"id":613268951,"gmtCreate":1649913948245,"gmtModify":1716217604028,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"霸主特斯拉VS新锐蔚来,谁是你的心头爱股?","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 和<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 在2020年均取得大幅度的上涨,特斯拉当年飙升超700%,而蔚来的股价更是一飞冲天,飙超1100%。 但是2021年以来,因受到供应链危机等不利因素的影响,蔚来汽车的股价已较最高点下跌近70%,相比之下,特斯拉股票的交易价格比历史高点低17.8%。 据Gartner的最新预测显示,2022年全球电动车(纯电动和插电式混合动力车)出货量将从2021年的400万辆增加至600万辆。同时这也意味着电动汽车市场将继续快速扩张。 那么,特斯拉 VS 蔚来,行业霸主与新锐小将,谁更能赢得你的心呢? Round 1 :交付量 数据显示,2021年全年,特斯拉全球交付量超93万辆,同比增长约87.4%,今年的第一季度,特斯拉电动车交付量达310048辆,高于华尔街分析师预期的309158辆,同比增长超67%。 蔚来在2021全年,交付新车91429台,同比增长109.1%,并且连续两年翻番。在今年的第一季度,蔚来累计交付25768台,同比增长28%,实现连续8个季度正增长,总交付量仍位于造车新势力的第一。 Round 2:财务数据 特斯拉,2021全年,公司实现营收538.23亿美元,同比增长71%,净利润55.19亿美元,同比增长665%,营业利润率12.1%;2021Q4特斯拉营收177.19亿美元,同比增长65%;净利润为23.21亿美元,创历史新高,同比增长760%;营业利润达14.7%,已连续10季度实现盈利。 蔚来,2021全年营收361.4亿元,同比增长122%,净亏损收窄24%至40.2亿元,毛利率18.9%;2021Q4营","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 和<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 在2020年均取得大幅度的上涨,特斯拉当年飙升超700%,而蔚来的股价更是一飞冲天,飙超1100%。 但是2021年以来,因受到供应链危机等不利因素的影响,蔚来汽车的股价已较最高点下跌近70%,相比之下,特斯拉股票的交易价格比历史高点低17.8%。 据Gartner的最新预测显示,2022年全球电动车(纯电动和插电式混合动力车)出货量将从2021年的400万辆增加至600万辆。同时这也意味着电动汽车市场将继续快速扩张。 那么,特斯拉 VS 蔚来,行业霸主与新锐小将,谁更能赢得你的心呢? Round 1 :交付量 数据显示,2021年全年,特斯拉全球交付量超93万辆,同比增长约87.4%,今年的第一季度,特斯拉电动车交付量达310048辆,高于华尔街分析师预期的309158辆,同比增长超67%。 蔚来在2021全年,交付新车91429台,同比增长109.1%,并且连续两年翻番。在今年的第一季度,蔚来累计交付25768台,同比增长28%,实现连续8个季度正增长,总交付量仍位于造车新势力的第一。 Round 2:财务数据 特斯拉,2021全年,公司实现营收538.23亿美元,同比增长71%,净利润55.19亿美元,同比增长665%,营业利润率12.1%;2021Q4特斯拉营收177.19亿美元,同比增长65%;净利润为23.21亿美元,创历史新高,同比增长760%;营业利润达14.7%,已连续10季度实现盈利。 蔚来,2021全年营收361.4亿元,同比增长122%,净亏损收窄24%至40.2亿元,毛利率18.9%;2021Q4营","text":"$特斯拉(TSLA)$ 和$蔚来(NIO)$ 在2020年均取得大幅度的上涨,特斯拉当年飙升超700%,而蔚来的股价更是一飞冲天,飙超1100%。 但是2021年以来,因受到供应链危机等不利因素的影响,蔚来汽车的股价已较最高点下跌近70%,相比之下,特斯拉股票的交易价格比历史高点低17.8%。 据Gartner的最新预测显示,2022年全球电动车(纯电动和插电式混合动力车)出货量将从2021年的400万辆增加至600万辆。同时这也意味着电动汽车市场将继续快速扩张。 那么,特斯拉 VS 蔚来,行业霸主与新锐小将,谁更能赢得你的心呢? Round 1 :交付量 数据显示,2021年全年,特斯拉全球交付量超93万辆,同比增长约87.4%,今年的第一季度,特斯拉电动车交付量达310048辆,高于华尔街分析师预期的309158辆,同比增长超67%。 蔚来在2021全年,交付新车91429台,同比增长109.1%,并且连续两年翻番。在今年的第一季度,蔚来累计交付25768台,同比增长28%,实现连续8个季度正增长,总交付量仍位于造车新势力的第一。 Round 2:财务数据 特斯拉,2021全年,公司实现营收538.23亿美元,同比增长71%,净利润55.19亿美元,同比增长665%,营业利润率12.1%;2021Q4特斯拉营收177.19亿美元,同比增长65%;净利润为23.21亿美元,创历史新高,同比增长760%;营业利润达14.7%,已连续10季度实现盈利。 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n要降准了?国常会刚刚定调,更有这些大利好!\n</h2>\n\n<h4 class=\"meta\">\n\n2022-04-13 20:53 北京时间 <strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:国常会提到,适时运用降准等货币政策工具,进一步加大金融对实体经济的支持力度,新一轮降准或许要来了!本文给大家列出几个重点,其中有三招:降准、加大出口退税、部署促进消费。13日晚间,国常会传来大消息,要降准了。国常会:适时运用降准等货币政策工具降低综合融资成本央视新闻报道,国务院总理李克强4月13日主持召开国务院常务会议,部署促进消费的政策举措,助力稳定经济基本盘和保障改善民生;决定进一步加大...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139210750","content_text":"摘要:国常会提到,适时运用降准等货币政策工具,进一步加大金融对实体经济的支持力度,新一轮降准或许要来了!本文给大家列出几个重点,其中有三招:降准、加大出口退税、部署促进消费。13日晚间,国常会传来大消息,要降准了。国常会:适时运用降准等货币政策工具降低综合融资成本央视新闻报道,国务院总理李克强4月13日主持召开国务院常务会议,部署促进消费的政策举措,助力稳定经济基本盘和保障改善民生;决定进一步加大出口退税等政策支持力度,促进外贸平稳发展;确定加大金融支持实体经济的措施,引导降低市场主体融资成本。基金君给大家列出几个重点。其中有三招:降准、加大出口退税、部署促进消费。1、要应对疫情影响,促进消费恢复发展。抓紧把已出台的特困行业纾困政策落实到位,稳住更多消费服务市场主体。做好基本消费品保供稳价,保障物流畅通。2、要扩大重点领域消费。促进医疗健康、养老、托育等消费,支持社会力量补服务供给短板。3、鼓励汽车、家电等大宗消费,各地不得新增汽车限购措施,已实施限购的逐步增加增量指标。支持新能源汽车消费。4、引导商贸流通企业、电商平台等向农村延伸,推动品牌品质消费进农村。5、对加工贸易企业在实行出口产品征退税率一致政策后应退未退的税额,允许转入进项税额抵扣增值税。将出口信保赔款视为收汇,予以办理退税。6、加快退税进度,实行全程网上办,将退税办理时间由平均7个工作日压缩至6个工作日内。7、针对当前形势变化,鼓励拨备水平较高的大型银行有序降低拨备率,适时运用降准等货币政策工具,进一步加大金融对实体经济特别是受疫情严重影响行业和中小微企业、个体工商户支持力度,向实体经济合理让利,降低综合融资成本。以下是全文。13日召开的国务院常务会议部署促进消费的政策举措,助力稳定经济基本盘和保障改善民生;决定进一步加大出口退税等政策支持力度,促进外贸平稳发展;确定加大金融支持实体经济的措施,引导降低市场主体融资成本。促进消费会议指出,消费对经济有持久拉动力,事关保障改善民生。要协同发力、远近兼顾,稳定当前消费,释放消费潜力。一要应对疫情影响,促进消费恢复发展。抓紧把已出台的特困行业纾困政策落实到位,稳住更多消费服务市场主体。做好基本消费品保供稳价,保障物流畅通。二要加快线上线下消费融合,培育壮大智慧产品和服务等“智慧+”消费。三要扩大重点领域消费。促进医疗健康、养老、托育等消费,支持社会力量补服务供给短板。鼓励汽车、家电等大宗消费,各地不得新增汽车限购措施,已实施限购的逐步增加增量指标。支持新能源汽车消费。四要引导商贸流通企业、电商平台等向农村延伸,推动品牌品质消费进农村。五要加强保障。深化改革,破除制约消费的障碍。推进消费平台健康持续发展。引导金融机构丰富大宗消费金融产品。加快重点项目建设,以投资带消费。依法惩治假冒伪劣等行为。促进外贸平稳发展会议指出,为促进外贸平稳发展,要更好发挥出口退税这一普惠公平、符合国际规则政策效用,并优化外贸营商环境。一是对加工贸易企业在实行出口产品征退税率一致政策后应退未退的税额,允许转入进项税额抵扣增值税。将出口信保赔款视为收汇,予以办理退税。二是加快退税进度,实行全程网上办,将退税办理时间由平均7个工作日压缩至6个工作日内。三是提高出口货物退运通关效率,制定便利跨境电商退换货政策,对守信企业通关、退税等予以更多便利,严惩骗取退税等行为。加大金融支持力度会议决定,针对当前形势变化,鼓励拨备水平较高的大型银行有序降低拨备率,适时运用降准等货币政策工具,进一步加大金融对实体经济特别是受疫情严重影响行业和中小微企业、个体工商户支持力度,向实体经济合理让利,降低综合融资成本。对于降准,东北证券研报认为,货币政策方面,宽货币基调将延续。在中美经济及货币政策错位期间,相较于政策利率的调降,降准或为货币政策的主要抓手。而若降准落地,银行负债成本将得到进一步压降,1年期LPR利率或将通过压缩加点的方式下调,进一步降低实体经济融资成本,提振投资需求和市场信心。中银证券全球首席经济学家管涛认为,由于疫情对实体经济不同行业造成的影响是非对称性的,这就需要结构性货币政策的精准滴灌。同时,稳健的货币政策加大对实体经济的支持力度也离不开总量工具,下阶段要适时出台降准、降息等总量政策。尽管目前美联储加快货币政策收紧步伐,我国的跨境资本流动和人民币汇率走势出现一些变化,但总体还保持基本稳定,仍在正常、可控范围内,这也为我国货币政策环境进一步放松创造了条件。管涛表示,从降准、降息的具体选择看,二者都可以起到降低实体经济融资成本的目的,只不过降息对降低融资成本的效果更直接,而降准的传导链条会更长一些。我国降准、降息的空间依然存在,两项工具可以交叉使用或叠加使用。华创证券研究所所长助理、首席宏观分析师张瑜认为,目前居民部门和企业部门面临着不同的矛盾。对于企业部门而言,当前最重要的问题是需求缺乏,对此,政策着力点应放在需求刺激上。而对于居民部门而言,疫情反复对居民信贷的影响十分显著。“对于公开市场操作利率而言,当前降息与否仍需进一步观察;而作为流动性管理工具以及央行调整资产负债表的手段,宽松态势下降准的概率将越来越高;为改善居民部门现金流,5年期以上LPR仍有调降的必要性。”张瑜说。交通银行金融研究中心首席研究员唐建伟表示,3月以来,地缘冲突、大宗商品价格异动等外部冲击因素放大,国内经济则受疫情因素的考验,对货币信贷宽松的需求增加。后续适时降准、降息仍有必要,以切实扩大新增贷款规模,发挥宽信用效力。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633269974,"gmtCreate":1644134897099,"gmtModify":1644134897338,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633269974","repostId":"2209328505","repostType":4,"repost":{"id":"2209328505","kind":"highlight","weMediaInfo":{"introduction":"关注中国基金报,即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/2b2c79a68beb44c7bc06ad7210091200"},"pubTimestamp":1644128657,"share":"https://www.laohu8.com/m/news/2209328505?lang=zh_CN&edition=full","pubTime":"2022-02-06 14:24","market":"hk","language":"zh","title":"大抄底!60万亿元资管巨头新品上市,买了这些股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2209328505","media":"中国基金报","summary":"近期,世界头号资管巨头贝莱德旗下一只中国科技ETF-iShares MSCI China Multisector Tech ETF (安硕MSCI中国多行业科技ETF,代码TCHI)于纳斯达克上市。这","content":"<div>\n<p>近期,世界头号资管巨头贝莱德旗下一只中国科技ETF-iShares MSCI China Multisector Tech ETF (安硕MSCI中国多行业科技ETF,代码TCHI)于纳斯达克上市。这是63.6万亿元资管巨头贝莱德旗下首只中国科技ETF。TCHI跟踪MSCI 旗下的科技指数,母指数是MSCI中国指数。信息披露材料显示,TCHI跟踪的科技指数从MSCI中国指数中27个科技相关子行业中...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n","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>大抄底!60万亿元资管巨头新品上市,买了这些股票</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 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class=\"title\">\n大抄底!60万亿元资管巨头新品上市,买了这些股票\n</h2>\n\n<h4 class=\"meta\">\n\n2022-02-06 14:24 北京时间 <strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期,世界头号资管巨头贝莱德旗下一只中国科技ETF-iShares MSCI China Multisector Tech ETF (安硕MSCI中国多行业科技ETF,代码TCHI)于纳斯达克上市。这是63.6万亿元资管巨头贝莱德旗下首只中国科技ETF。TCHI跟踪MSCI 旗下的科技指数,母指数是MSCI中国指数。信息披露材料显示,TCHI跟踪的科技指数从MSCI中国指数中27个科技相关子行业中...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BK4085":"互动家庭娱乐","BK4504":"桥水持仓","MCHI":"中国ETF-iShares MSCI","BK4135":"资产管理与托管银行","BK4548":"巴美列捷福持仓","QNETCN":"纳斯达克中美互联网老虎指数","BLK":"贝莱德","BK4532":"文艺复兴科技持仓","BK1184":"人寿与健康保险","NTES":"网易","BK4501":"段永平概念","TTTN":"老虎中美互联网巨头ETF","BK4531":"中概回港概念","KWEB":"中国海外互联网ETF-KraneShares","BK4567":"ESG概念","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4514":"搜索引擎","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK1507":"粤港澳大湾区","BK1550":"内险股","03086":"华夏纳指","02318":"中国平安","BK1521":"挪威政府全球养老基金持仓","HSI":"恒生指数","BK4505":"高瓴资本持仓","BK4535":"淡马锡持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209328505","content_text":"近期,世界头号资管巨头贝莱德旗下一只中国科技ETF-iShares MSCI China Multisector Tech ETF (安硕MSCI中国多行业科技ETF,代码TCHI)于纳斯达克上市。这是63.6万亿元资管巨头贝莱德旗下首只中国科技ETF。TCHI跟踪MSCI 旗下的科技指数,母指数是MSCI中国指数。信息披露材料显示,TCHI跟踪的科技指数从MSCI中国指数中27个科技相关子行业中挑选成分股,涉及通讯服务、可选消费、金融、医疗健康,工业,信息技术等领域。TCHI1月25日上市,截至2月3日,ETF净值上涨3.08%。TCHI买了哪些股票呢?截至2月3日,TCHI的前十大重仓股为百度、腾讯、舜宇光学科技、网易、京东、宁德时代、小米、美团、阿里巴巴、拼多多。对于不少美国和中国香港市场同时上市的股票,指数优先选择了中国香港上市股份。前十大重仓股中,港股占据7席。从行业分布来看,这只指数前五大重仓行业为信息技术、通讯、可选消费、工业、金融等。投资者抄底中国科技股目前美国上市的规模超过10亿美元的中国股票ETF包括景顺旗下的CQQQ,道富环球旗下的SPDR 标普中国ETF GXC 德意志银行旗下的ASHR, 安硕中国大盘ETF-FXI,安硕MSCI中国ETF(MCHI),金瑞中证中国互联网ETF(KWEB)。其中KWEB,最新规模72.6亿美元为美国最大的中国股票ETF。尽管6只规模以上中国ETF中,贝莱德旗下的指数品牌安硕占据了两席,但是世界头号ETF大厂贝莱德可能未必满意这样战果。要知道,过去很长一段时间以来,它旗下的两只中国ETF一直为美国中国股票ETF规模排行榜的第一和第二名。谁能料到,2021年,中概互联网跌跌不休,然而美国投资者对中国互联网的兴致盎然,MCHI从宝座跌落。中金公司旗下的金瑞基金发行的KWEB成为美国最大中国股票ETF。捕捉到了投资者对中国科技、互联网行业兴致的贝莱德指数品牌安硕,迅速行动上线了TCHI。进入2022年,数据显示,美国投资者对中国科技互联网的热情并未退潮。2022年以来,KWEB继续吸金。2022年1月1日至2月5日,KWEB已经吸引了超过9亿美元资金净流入。2022年以来,KWEB的资金流入情况来源:ETF.com重仓港股无论是KWEB还是贝莱德刚刚上市的TCHI,持仓中港股占比都很高。经历了两年的熊市之后,如今机构对港股的呼声很高。而虎年首个交易日,港股也确实给了一个漂亮开门红。大年初四,春节后首个交易日,港股各大指数集体高开,恒生指数高开2.48%,科技、消费涨幅居前,恒生科技指数涨2.56%,截至午间收盘,恒生指数涨2.71%,报24447.31点;国企指数涨2.22%,红筹指数涨2.01%。港股大金融板块走强,银行股中,汇丰、渣打涨超4%,招商银行涨超3%;保险股中,中国平安涨超4%,友邦保险涨超3%,中国太保、中国人寿等纷纷上涨。另外,港股科技股集体大涨,阿里巴巴、百度集团涨超5%,哔哩哔哩涨超4%,美团、网易涨超2%。美国的纯被动ETF不追求超额收益,只追求尽可能地贴合指数表现。但是,由于指数中港股占比高,港股市场的表现无疑影响ETF表现。贝莱德基金:港股投资窗口已打开全球头号资管巨头贝莱德多次表达对中国市场重视。例如,贝莱德集团CEO拉里。芬克曾在“致股东的信”中写道:中国市场拥有重要机遇,有助于帮助中国以及国际投资者长期投资目标。同时,它也给了贝莱德帮助中国数百万的居民应对养老挑战的机遇。贝莱德国内独资公募贝莱德基金投资总监陆文杰近期表示,港股的投资窗口已经打开。据本报此前报道,陆文杰认为,2022年港股机会可能优于A股。“经过去年的大幅度下跌,港股股票估值已经比较低,大部分行业的估值在历史中位数以下。而且,投资者预期也较低。从PE看,港股是全球主要市场中最低的,港股主板估值比A股低15%~20%。恒生科技的估值只是A股创业板的1/3”。在同一篇报道中, 陆文杰强调,估值低、基本面改善不意味着可以炒港股的反弹。配置港股,是资产配置的需要。“港股相对A股有折价,但并不是说A股行情会在港股重新演绎一遍,两个市场逻辑不同。港股的机会是多元宽泛的,各个行业、各个主题都有机会,而A股往往会聚焦在一些特别热门的赛道。”在板块和行业方面,陆文杰看好多个方向,包括消费、互联网、生物医药等。另一资管巨头先锋领航中国基金也将发行2021年11月底,共同基金巨头美国先锋领航集团宣布拟推出中国基金-Vanguard China Select Stock Fund。可能有人会感到奇怪,被动投资巨头为什么要推出一只主动管理的中国股票基金。但实际上,先锋领航旗下主动管理产品的总规模也有1.8万亿美元,它也是一家主动管理巨头。从先锋领航集团向美国证交会提交的申请材料看,基金可能于2022年3月发行。先锋领航集团将与两位中国投资实力雄厚的投资顾问合作,威灵顿管理和柏基。威灵顿管理与先锋领航合作时间很长。柏基对中国科技公司的研究非常深入,也是全球最知名的科技股捕手。先锋领航集团在新闻发布稿中表示,基金致力于超越基准提供阿尔法收益。这只基金选择MSCI中国全指数为基准。同时,也试图在费率上比同类基金更优惠。来源:SEC此外,富达国际也将推出中国ESG基金。外围噪音不断,但是国际巨头布局中国的步伐没有发生大的变化。","news_type":1,"symbols_score_info":{"KWEB":1,"HSImain":0.9,"TTTN":0.9,"03086":0.87,"MCHmain":0.9,"02318":0.6,"NTES":0.6,"MCHI":1,"QNETCN":0.9,"BLK":0.9,"HSI":0.6,"MHImain":0.9,"HHImain":0.9}},"isVote":1,"tweetType":1,"viewCount":2410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630717083,"gmtCreate":1643039983576,"gmtModify":1643039983801,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630717083","repostId":"2205009998","repostType":4,"isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630714736,"gmtCreate":1643039973098,"gmtModify":1643039973328,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Oh no... ","listText":"Oh no... ","text":"Oh no...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630714736","repostId":"1153487783","repostType":4,"repost":{"id":"1153487783","kind":"news","pubTimestamp":1643036174,"share":"https://www.laohu8.com/m/news/1153487783?lang=zh_CN&edition=full","pubTime":"2022-01-24 22:56","market":"us","language":"en","title":"Netflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer<blockquote>杰富瑞(Jefferies)表示,Netflix股价又下跌6%,仅靠内容并不能影响电视流媒体业务</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153487783","media":"Seeking Alpha","summary":"Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the st","content":"<p><html><head></head><body><ul><li>Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant's shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company's stock.</li><li>Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is "too much uncertainty in the near term" surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.</li><li>Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company's shares down almost 22% on Friday.</li><li>On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix's (NFLX) subscriber numbers, saying that after "thinking through potential scenarios for what happens next" for the company, it appears Netflix's (NFLX) spending on new content could be coming to a head.</li><li>"Netflix subscribers are going nowhere," Uerkwitz said. "However, the cost of acquiring the incremental subscriber has likely become too high."</li><li>Ueurwitz added that it seems like Netflix (NFLX) can't just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.</li><li>"The best content slate we've seen is doing little to drive [subscriber] growth," Uerkwitz said. "If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library."</li><li>Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its "Streaming Unwrapped 2021" report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The show<i>Lucifer</i>, topped the chart,with 18.34 billion minutes streamed last year.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>投资者对Netflix(纳斯达克股票代码:NFLX)的情绪在周末未能软化,导致这家流媒体电视巨头的股价周一下跌超过6%,杰富瑞(Jefferies)分析师Andrew Uerkiwitz下调了对该公司股票的评级。</li><li>Uerkwitz将Netflix(NFLX)的看法从买入调整为持有,他表示,在上周令人失望的季度报告和前景之后,该公司“短期内存在太多不确定性”。周四,Netflix(NFLX)表示,2021年第四季度新增用户828万,低于此前预测的新增用户850万。Netflix(NFLX)还表示,预计今年第一季度仅增加250万订阅用户。</li><li>这些数字在华尔街对Netflix(NFLX)没有任何好处,投资者周五导致该公司股价下跌近22%。</li><li>周一,Uerkwitz加入了对Netflix(NFLX)用户数量的负面回应,他表示,在“考虑了该公司接下来发生的潜在情况”后,Netflix(NFLX)在新内容上的支出似乎可能会达到顶峰。</li><li>Netflix, Inc.用户哪儿也去不了,”乌尔克维茨说。“然而,获取增量用户的成本可能太高了。”</li><li>Ueurwitz补充说,Netflix(NFLX)似乎不能仅仅依靠围绕其原创内容创造声望或排他性来吸引大量新订阅者使用其服务。</li><li>“我们所见过的最好的内容对推动[订户]增长几乎没有什么作用,”乌尔克维茨说。“如果订户增长放缓成为新常态,我们需要看到内容[和]资本配置的变化,同时关注新的收入来源,以利用庞大的用户群[和]内容库。”</li><li>周末,电视收视率测量公司尼尔森(纽约证券交易所股票代码:NLSN)发布了其“2021年流媒体Unwrapped”报告中的数据,该报告显示Netflix(NFLX)占据了在线流媒体原创节目的前九名。节目<i>路西法</i>,以183.4亿分钟的流媒体播放量位居榜首。</li></ul></body></html></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>Netflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer<blockquote>杰富瑞(Jefferies)表示,Netflix股价又下跌6%,仅靠内容并不能影响电视流媒体业务</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\">\nNetflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer<blockquote>杰富瑞(Jefferies)表示,Netflix股价又下跌6%,仅靠内容并不能影响电视流媒体业务</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\">2022-01-24 22:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><ul><li>Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant's shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company's stock.</li><li>Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is "too much uncertainty in the near term" surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.</li><li>Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company's shares down almost 22% on Friday.</li><li>On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix's (NFLX) subscriber numbers, saying that after "thinking through potential scenarios for what happens next" for the company, it appears Netflix's (NFLX) spending on new content could be coming to a head.</li><li>"Netflix subscribers are going nowhere," Uerkwitz said. "However, the cost of acquiring the incremental subscriber has likely become too high."</li><li>Ueurwitz added that it seems like Netflix (NFLX) can't just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.</li><li>"The best content slate we've seen is doing little to drive [subscriber] growth," Uerkwitz said. "If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library."</li><li>Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its "Streaming Unwrapped 2021" report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The show<i>Lucifer</i>, topped the chart,with 18.34 billion minutes streamed last year.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>投资者对Netflix(纳斯达克股票代码:NFLX)的情绪在周末未能软化,导致这家流媒体电视巨头的股价周一下跌超过6%,杰富瑞(Jefferies)分析师Andrew Uerkiwitz下调了对该公司股票的评级。</li><li>Uerkwitz将Netflix(NFLX)的看法从买入调整为持有,他表示,在上周令人失望的季度报告和前景之后,该公司“短期内存在太多不确定性”。周四,Netflix(NFLX)表示,2021年第四季度新增用户828万,低于此前预测的新增用户850万。Netflix(NFLX)还表示,预计今年第一季度仅增加250万订阅用户。</li><li>这些数字在华尔街对Netflix(NFLX)没有任何好处,投资者周五导致该公司股价下跌近22%。</li><li>周一,Uerkwitz加入了对Netflix(NFLX)用户数量的负面回应,他表示,在“考虑了该公司接下来发生的潜在情况”后,Netflix(NFLX)在新内容上的支出似乎可能会达到顶峰。</li><li>Netflix, Inc.用户哪儿也去不了,”乌尔克维茨说。“然而,获取增量用户的成本可能太高了。”</li><li>Ueurwitz补充说,Netflix(NFLX)似乎不能仅仅依靠围绕其原创内容创造声望或排他性来吸引大量新订阅者使用其服务。</li><li>“我们所见过的最好的内容对推动[订户]增长几乎没有什么作用,”乌尔克维茨说。“如果订户增长放缓成为新常态,我们需要看到内容[和]资本配置的变化,同时关注新的收入来源,以利用庞大的用户群[和]内容库。”</li><li>周末,电视收视率测量公司尼尔森(纽约证券交易所股票代码:NLSN)发布了其“2021年流媒体Unwrapped”报告中的数据,该报告显示Netflix(NFLX)占据了在线流媒体原创节目的前九名。节目<i>路西法</i>,以183.4亿分钟的流媒体播放量位居榜首。</li></ul></body></html></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer\">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":{"NFLX":"奈飞"},"source_url":"https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153487783","content_text":"Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant's shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company's stock.Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is \"too much uncertainty in the near term\" surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company's shares down almost 22% on Friday.On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix's (NFLX) subscriber numbers, saying that after \"thinking through potential scenarios for what happens next\" for the company, it appears Netflix's (NFLX) spending on new content could be coming to a head.\"Netflix subscribers are going nowhere,\" Uerkwitz said. \"However, the cost of acquiring the incremental subscriber has likely become too high.\"Ueurwitz added that it seems like Netflix (NFLX) can't just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.\"The best content slate we've seen is doing little to drive [subscriber] growth,\" Uerkwitz said. \"If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library.\"Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its \"Streaming Unwrapped 2021\" report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The showLucifer, topped the chart,with 18.34 billion minutes streamed last year.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630714425,"gmtCreate":1643039962537,"gmtModify":1643039962796,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630714425","repostId":"2205802723","repostType":4,"isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630226827,"gmtCreate":1642919679980,"gmtModify":1642919680220,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"看不懂。。","listText":"看不懂。。","text":"看不懂。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630226827","repostId":"694951908","repostType":1,"repost":{"id":694951908,"gmtCreate":1641793721698,"gmtModify":1744960780030,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"“女巴菲特”彻底栽了,木头姐一年回撤40%!仍然再加仓!","htmlText":"木头姐,真名凯瑟琳·伍德(Cathie Wood),在58岁时创立了方舟投资(ARK Investment),专注于“破坏性创新”,风格侧重极致成长,长期重仓科技股。 在2020年,Cathie Wood因持续重金押注特斯拉而一战成名,ARK旗下多达5只ETF平均回报率超过了140%!由此,被称为“女版巴菲特”。 然而,在2021年,Cathie Wood 失败了。 这一年中,ARKK持仓的股票中,超8成股票近一年回撤超过40%,其中第二大重仓股回撤超过70%! 随着今年美国加息临近,对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业,所以,2022年才刚开始,<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%: 据CNBC统计,ARKK持有的43只股票中,有36只较近一年高点下跌了40%以上,目前十大重仓股如下: <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /","listText":"木头姐,真名凯瑟琳·伍德(Cathie Wood),在58岁时创立了方舟投资(ARK Investment),专注于“破坏性创新”,风格侧重极致成长,长期重仓科技股。 在2020年,Cathie Wood因持续重金押注特斯拉而一战成名,ARK旗下多达5只ETF平均回报率超过了140%!由此,被称为“女版巴菲特”。 然而,在2021年,Cathie Wood 失败了。 这一年中,ARKK持仓的股票中,超8成股票近一年回撤超过40%,其中第二大重仓股回撤超过70%! 随着今年美国加息临近,对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业,所以,2022年才刚开始,<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%: 据CNBC统计,ARKK持有的43只股票中,有36只较近一年高点下跌了40%以上,目前十大重仓股如下: <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /","text":"木头姐,真名凯瑟琳·伍德(Cathie Wood),在58岁时创立了方舟投资(ARK Investment),专注于“破坏性创新”,风格侧重极致成长,长期重仓科技股。 在2020年,Cathie Wood因持续重金押注特斯拉而一战成名,ARK旗下多达5只ETF平均回报率超过了140%!由此,被称为“女版巴菲特”。 然而,在2021年,Cathie Wood 失败了。 这一年中,ARKK持仓的股票中,超8成股票近一年回撤超过40%,其中第二大重仓股回撤超过70%! 随着今年美国加息临近,对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业,所以,2022年才刚开始,$ARK Innovation ETF(ARKK)$ 就暴跌了10.75%: 据CNBC统计,ARKK持有的43只股票中,有36只较近一年高点下跌了40%以上,目前十大重仓股如下: $特斯拉(TSLA)$/ $Zoom(ZM)$ /$Roku Inc(ROKU)$ /$Teladoc Health Inc.(TDOC)$ /","images":[{"img":"https://static.tigerbbs.com/17484061ae2bbb6fd04a8e2c1351b32a","width":"554","height":"768"},{"img":"https://static.tigerbbs.com/6dc9f966dc410691ecee378c5f2b37cd","width":"600","height":"333"},{"img":"https://static.tigerbbs.com/bda339a03252c66e3ce4aa0f8575092e","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694951908","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630226359,"gmtCreate":1642919663050,"gmtModify":1642919663377,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630226359","repostId":"694439580","repostType":1,"repost":{"id":694439580,"gmtCreate":1642069309838,"gmtModify":1642125987972,"author":{"id":"3528966054893519","authorId":"3528966054893519","name":"小虎说英股","avatar":"https://static.tigerbbs.com/b444754ad4cb8cbfaf0dcb4fb2537c79","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3528966054893519","idStr":"3528966054893519"},"themes":[],"title":"来看世界最大开采铀公司官方视频","htmlText":"\n \n \n 以总面积来算,哈萨克斯坦是世界第九大国家。这个国家太大了,甚至其总面积超过全西欧 那哈萨克斯坦自然资源多多 哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中,哈萨克斯坦组成41% 国家最大的开采铀的公司是国有的KAZATOMPROM<a target=\"_blank\" href=\"https://laohu8.com/S/KAP.UK\">$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$</a> 目前在国家开采量中,该公司组成58% 公司也开采稀土 公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金 现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39% 那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年,公司总收入为2350亿KZT(大约5.4亿美金)并净利润为660亿KZT(1.5亿美金)公司的总债务很小,债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多,铀价格一直在上涨 喜欢投资新能源公司的人也能考虑世界最大开采钴的公司,瑞士的<a target=\"_blank\" href=\"https://laohu8.com/S/GLEN.UK\">$GLENCORE PLC(GLEN.UK)$</a>&nb\n \n","listText":"以总面积来算,哈萨克斯坦是世界第九大国家。这个国家太大了,甚至其总面积超过全西欧 那哈萨克斯坦自然资源多多 哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中,哈萨克斯坦组成41% 国家最大的开采铀的公司是国有的KAZATOMPROM<a target=\"_blank\" href=\"https://laohu8.com/S/KAP.UK\">$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$</a> 目前在国家开采量中,该公司组成58% 公司也开采稀土 公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金 现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39% 那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年,公司总收入为2350亿KZT(大约5.4亿美金)并净利润为660亿KZT(1.5亿美金)公司的总债务很小,债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多,铀价格一直在上涨 喜欢投资新能源公司的人也能考虑世界最大开采钴的公司,瑞士的<a target=\"_blank\" href=\"https://laohu8.com/S/GLEN.UK\">$GLENCORE PLC(GLEN.UK)$</a>&nb","text":"以总面积来算,哈萨克斯坦是世界第九大国家。这个国家太大了,甚至其总面积超过全西欧 那哈萨克斯坦自然资源多多 哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中,哈萨克斯坦组成41% 国家最大的开采铀的公司是国有的KAZATOMPROM$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$ 目前在国家开采量中,该公司组成58% 公司也开采稀土 公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金 现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39% 那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年,公司总收入为2350亿KZT(大约5.4亿美金)并净利润为660亿KZT(1.5亿美金)公司的总债务很小,债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多,铀价格一直在上涨 喜欢投资新能源公司的人也能考虑世界最大开采钴的公司,瑞士的$GLENCORE PLC(GLEN.UK)$&nb","images":[{"img":"https://static.tigerbbs.com/bd19e71955a612908e262ae39e5b7f1a","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694439580","isVote":1,"tweetType":2,"object":{"id":"1d17e32f91dd477a864e538fe5467581","tweetId":"694439580","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/4acbc419387702294526378425/w08BKNfGDFMA.mp4","poster":"https://static.tigerbbs.com/bd19e71955a612908e262ae39e5b7f1a"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630226941,"gmtCreate":1642919638733,"gmtModify":1642919638973,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630226941","repostId":"694655844","repostType":1,"repost":{"id":694655844,"gmtCreate":1641968172437,"gmtModify":1641976523045,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"387611620380","idStr":"387611620380"},"themes":[],"title":"2021年投资总结:正确的抄底方式","htmlText":"2021年是我投资的第5个年头,老虎账户盈利-0.23%,5年年化收益28%。每次我的年度收益达到60%之后,第二年的收益就会比较惨淡。这现象也容易理解,股价涨幅主要由企业的盈利增速贡献,另外来自公司估值的变化。大多数个股,二者叠加勉强支撑一年60%的涨幅,第二年的股价犹如强弩之末。2021年1月底,美国十年期国债收益率从1.071%开始急剧上升,到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离,中概差不多在2月10日附近的高点跌落;实际上,这波也影响到A股,外资占比较高的消费和医药板块,过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%,标普2周内回撤3%,第三周止跌上扬。在这之后的9个月,标普和纳指只在9月和11月的个别周中有过几次回撤,整体上二者一路上扬,全年标普和纳指分别收涨27%和26.8%。我的持仓,在四季度中概仓位已达40%,特别是腾讯,自2020年末持有至2021年底,浮亏3%。靠着“已实现损益”的交易,全年账户收益-0.23%,跑输2大指数。目前美股和A股持仓:A股:<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%,陕西煤业8.8%,东财3.5%美股:<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%,meta11%,<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概:<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%,","listText":"2021年是我投资的第5个年头,老虎账户盈利-0.23%,5年年化收益28%。每次我的年度收益达到60%之后,第二年的收益就会比较惨淡。这现象也容易理解,股价涨幅主要由企业的盈利增速贡献,另外来自公司估值的变化。大多数个股,二者叠加勉强支撑一年60%的涨幅,第二年的股价犹如强弩之末。2021年1月底,美国十年期国债收益率从1.071%开始急剧上升,到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离,中概差不多在2月10日附近的高点跌落;实际上,这波也影响到A股,外资占比较高的消费和医药板块,过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%,标普2周内回撤3%,第三周止跌上扬。在这之后的9个月,标普和纳指只在9月和11月的个别周中有过几次回撤,整体上二者一路上扬,全年标普和纳指分别收涨27%和26.8%。我的持仓,在四季度中概仓位已达40%,特别是腾讯,自2020年末持有至2021年底,浮亏3%。靠着“已实现损益”的交易,全年账户收益-0.23%,跑输2大指数。目前美股和A股持仓:A股:<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%,陕西煤业8.8%,东财3.5%美股:<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%,meta11%,<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概:<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%,","text":"2021年是我投资的第5个年头,老虎账户盈利-0.23%,5年年化收益28%。每次我的年度收益达到60%之后,第二年的收益就会比较惨淡。这现象也容易理解,股价涨幅主要由企业的盈利增速贡献,另外来自公司估值的变化。大多数个股,二者叠加勉强支撑一年60%的涨幅,第二年的股价犹如强弩之末。2021年1月底,美国十年期国债收益率从1.071%开始急剧上升,到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离,中概差不多在2月10日附近的高点跌落;实际上,这波也影响到A股,外资占比较高的消费和医药板块,过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%,标普2周内回撤3%,第三周止跌上扬。在这之后的9个月,标普和纳指只在9月和11月的个别周中有过几次回撤,整体上二者一路上扬,全年标普和纳指分别收涨27%和26.8%。我的持仓,在四季度中概仓位已达40%,特别是腾讯,自2020年末持有至2021年底,浮亏3%。靠着“已实现损益”的交易,全年账户收益-0.23%,跑输2大指数。目前美股和A股持仓:A股:$中国中免(601888)$12.8%,陕西煤业8.8%,东财3.5%美股:$苹果(AAPL)$ 7.7%,meta11%,$InMode Ltd.(INMD)$13.5%中概:$腾讯控股(00700)$31.5%,","images":[{"img":"https://static.tigerbbs.com/acf6539fb81b6502b94bfd9b52b063cf","width":"572","height":"212"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694655844","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630305293,"gmtCreate":1642687244722,"gmtModify":1642687244913,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630305293","repostId":"694234662","repostType":1,"repost":{"id":694234662,"gmtCreate":1641984553381,"gmtModify":1642033975053,"author":{"id":"3582524673862453","authorId":"3582524673862453","name":"库巴财经","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582524673862453","idStr":"3582524673862453"},"themes":[],"title":"经济学家:解决低生育的办法找到了,让75后-85后多生孩子!","htmlText":"这两天,国内知名经济学家任泽平发布了一个中国生育报告标题十分引人注目,“解决低生育的办法找到了”!他的观点是每年用2万亿的钱,用10年时间多生5000万个孩子。带着好奇我也看了这篇报告,跟大家讨论几个有意思的地方。第一个就是任泽平提到的,用2万亿解决低生育问题。说实话生孩子这件事今年热度很高,这经济学家喊出用2万亿去生孩子后,热度就更高了。大家想过没有,这2万亿从何而来?这可是凭空印出来的,也就是超发2万亿货币。现在老百姓可不傻,一听说货币超发就知道不是好事。再说了,真把钱发出去,钱到人家手里了,怎么花你管的住吗?能不能提高生育率暂且不谈,提高物价,房价,那肯定的妥妥的。而且就算这2万亿专款专用了,听起来挺多,但是10年多生5000万,一年就是500万,再加上每年正常出生的1000万新生儿,一共就是1500万,那平摊到没个人身上差不多人均13万。扪心自问现在养一个孩子,看病,教育,兴趣爱好,以及后续的就业,买房,结婚,13万够吗?我觉得是不够的。第二个有趣的观点是,任泽平说一定要抓住75后-85后还能生的时间点,让他们想办法多生点。看到这个我都懵逼了。但凡有点投资经验的都知道股市里单靠存量资金,是不可能推动大牛市产生的。你不想办法吸引增量资金入市,却想着让本就不富裕的散户们上杠杆,这能行吗?这经济学家就不长个脑子?最后一个,任泽平坦言别指望90后生孩子,他们连婚都不想结。这倒是大实话,现在的年轻人,宁可自己过也不结婚。你问他们老了咋整,他们只会告诉你:养老院。这是观念问题,可不仅仅是钱的问题。70后那一代有钱吗?但他们是把传宗接代刻在脑子里的。别说三胎,六胎人家也愿意生。但现在不是了,生活压力这么大,没人愿意去生孩子。所以是要解决低生育的问题,是要靠增量资金的(90后,00后),不能光拿一茬韭菜来回割。只有把现在生活压力大的问题解决了,再谈生孩子的事。","listText":"这两天,国内知名经济学家任泽平发布了一个中国生育报告标题十分引人注目,“解决低生育的办法找到了”!他的观点是每年用2万亿的钱,用10年时间多生5000万个孩子。带着好奇我也看了这篇报告,跟大家讨论几个有意思的地方。第一个就是任泽平提到的,用2万亿解决低生育问题。说实话生孩子这件事今年热度很高,这经济学家喊出用2万亿去生孩子后,热度就更高了。大家想过没有,这2万亿从何而来?这可是凭空印出来的,也就是超发2万亿货币。现在老百姓可不傻,一听说货币超发就知道不是好事。再说了,真把钱发出去,钱到人家手里了,怎么花你管的住吗?能不能提高生育率暂且不谈,提高物价,房价,那肯定的妥妥的。而且就算这2万亿专款专用了,听起来挺多,但是10年多生5000万,一年就是500万,再加上每年正常出生的1000万新生儿,一共就是1500万,那平摊到没个人身上差不多人均13万。扪心自问现在养一个孩子,看病,教育,兴趣爱好,以及后续的就业,买房,结婚,13万够吗?我觉得是不够的。第二个有趣的观点是,任泽平说一定要抓住75后-85后还能生的时间点,让他们想办法多生点。看到这个我都懵逼了。但凡有点投资经验的都知道股市里单靠存量资金,是不可能推动大牛市产生的。你不想办法吸引增量资金入市,却想着让本就不富裕的散户们上杠杆,这能行吗?这经济学家就不长个脑子?最后一个,任泽平坦言别指望90后生孩子,他们连婚都不想结。这倒是大实话,现在的年轻人,宁可自己过也不结婚。你问他们老了咋整,他们只会告诉你:养老院。这是观念问题,可不仅仅是钱的问题。70后那一代有钱吗?但他们是把传宗接代刻在脑子里的。别说三胎,六胎人家也愿意生。但现在不是了,生活压力这么大,没人愿意去生孩子。所以是要解决低生育的问题,是要靠增量资金的(90后,00后),不能光拿一茬韭菜来回割。只有把现在生活压力大的问题解决了,再谈生孩子的事。","text":"这两天,国内知名经济学家任泽平发布了一个中国生育报告标题十分引人注目,“解决低生育的办法找到了”!他的观点是每年用2万亿的钱,用10年时间多生5000万个孩子。带着好奇我也看了这篇报告,跟大家讨论几个有意思的地方。第一个就是任泽平提到的,用2万亿解决低生育问题。说实话生孩子这件事今年热度很高,这经济学家喊出用2万亿去生孩子后,热度就更高了。大家想过没有,这2万亿从何而来?这可是凭空印出来的,也就是超发2万亿货币。现在老百姓可不傻,一听说货币超发就知道不是好事。再说了,真把钱发出去,钱到人家手里了,怎么花你管的住吗?能不能提高生育率暂且不谈,提高物价,房价,那肯定的妥妥的。而且就算这2万亿专款专用了,听起来挺多,但是10年多生5000万,一年就是500万,再加上每年正常出生的1000万新生儿,一共就是1500万,那平摊到没个人身上差不多人均13万。扪心自问现在养一个孩子,看病,教育,兴趣爱好,以及后续的就业,买房,结婚,13万够吗?我觉得是不够的。第二个有趣的观点是,任泽平说一定要抓住75后-85后还能生的时间点,让他们想办法多生点。看到这个我都懵逼了。但凡有点投资经验的都知道股市里单靠存量资金,是不可能推动大牛市产生的。你不想办法吸引增量资金入市,却想着让本就不富裕的散户们上杠杆,这能行吗?这经济学家就不长个脑子?最后一个,任泽平坦言别指望90后生孩子,他们连婚都不想结。这倒是大实话,现在的年轻人,宁可自己过也不结婚。你问他们老了咋整,他们只会告诉你:养老院。这是观念问题,可不仅仅是钱的问题。70后那一代有钱吗?但他们是把传宗接代刻在脑子里的。别说三胎,六胎人家也愿意生。但现在不是了,生活压力这么大,没人愿意去生孩子。所以是要解决低生育的问题,是要靠增量资金的(90后,00后),不能光拿一茬韭菜来回割。只有把现在生活压力大的问题解决了,再谈生孩子的事。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694234662","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630305624,"gmtCreate":1642687233124,"gmtModify":1642687233373,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Sad","listText":"Sad","text":"Sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630305624","repostId":"694951908","repostType":1,"repost":{"id":694951908,"gmtCreate":1641793721698,"gmtModify":1744960780030,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"“女巴菲特”彻底栽了,木头姐一年回撤40%!仍然再加仓!","htmlText":"木头姐,真名凯瑟琳·伍德(Cathie Wood),在58岁时创立了方舟投资(ARK Investment),专注于“破坏性创新”,风格侧重极致成长,长期重仓科技股。 在2020年,Cathie Wood因持续重金押注特斯拉而一战成名,ARK旗下多达5只ETF平均回报率超过了140%!由此,被称为“女版巴菲特”。 然而,在2021年,Cathie Wood 失败了。 这一年中,ARKK持仓的股票中,超8成股票近一年回撤超过40%,其中第二大重仓股回撤超过70%! 随着今年美国加息临近,对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业,所以,2022年才刚开始,<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%: 据CNBC统计,ARKK持有的43只股票中,有36只较近一年高点下跌了40%以上,目前十大重仓股如下: <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /","listText":"木头姐,真名凯瑟琳·伍德(Cathie Wood),在58岁时创立了方舟投资(ARK Investment),专注于“破坏性创新”,风格侧重极致成长,长期重仓科技股。 在2020年,Cathie Wood因持续重金押注特斯拉而一战成名,ARK旗下多达5只ETF平均回报率超过了140%!由此,被称为“女版巴菲特”。 然而,在2021年,Cathie Wood 失败了。 这一年中,ARKK持仓的股票中,超8成股票近一年回撤超过40%,其中第二大重仓股回撤超过70%! 随着今年美国加息临近,对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业,所以,2022年才刚开始,<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%: 据CNBC统计,ARKK持有的43只股票中,有36只较近一年高点下跌了40%以上,目前十大重仓股如下: <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /","text":"木头姐,真名凯瑟琳·伍德(Cathie Wood),在58岁时创立了方舟投资(ARK Investment),专注于“破坏性创新”,风格侧重极致成长,长期重仓科技股。 在2020年,Cathie Wood因持续重金押注特斯拉而一战成名,ARK旗下多达5只ETF平均回报率超过了140%!由此,被称为“女版巴菲特”。 然而,在2021年,Cathie Wood 失败了。 这一年中,ARKK持仓的股票中,超8成股票近一年回撤超过40%,其中第二大重仓股回撤超过70%! 随着今年美国加息临近,对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业,所以,2022年才刚开始,$ARK Innovation ETF(ARKK)$ 就暴跌了10.75%: 据CNBC统计,ARKK持有的43只股票中,有36只较近一年高点下跌了40%以上,目前十大重仓股如下: $特斯拉(TSLA)$/ $Zoom(ZM)$ /$Roku Inc(ROKU)$ /$Teladoc Health Inc.(TDOC)$ /","images":[{"img":"https://static.tigerbbs.com/17484061ae2bbb6fd04a8e2c1351b32a","width":"554","height":"768"},{"img":"https://static.tigerbbs.com/6dc9f966dc410691ecee378c5f2b37cd","width":"600","height":"333"},{"img":"https://static.tigerbbs.com/bda339a03252c66e3ce4aa0f8575092e","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694951908","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630305145,"gmtCreate":1642687222254,"gmtModify":1642687222445,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630305145","repostId":"694655844","repostType":1,"repost":{"id":694655844,"gmtCreate":1641968172437,"gmtModify":1641976523045,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"387611620380","idStr":"387611620380"},"themes":[],"title":"2021年投资总结:正确的抄底方式","htmlText":"2021年是我投资的第5个年头,老虎账户盈利-0.23%,5年年化收益28%。每次我的年度收益达到60%之后,第二年的收益就会比较惨淡。这现象也容易理解,股价涨幅主要由企业的盈利增速贡献,另外来自公司估值的变化。大多数个股,二者叠加勉强支撑一年60%的涨幅,第二年的股价犹如强弩之末。2021年1月底,美国十年期国债收益率从1.071%开始急剧上升,到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离,中概差不多在2月10日附近的高点跌落;实际上,这波也影响到A股,外资占比较高的消费和医药板块,过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%,标普2周内回撤3%,第三周止跌上扬。在这之后的9个月,标普和纳指只在9月和11月的个别周中有过几次回撤,整体上二者一路上扬,全年标普和纳指分别收涨27%和26.8%。我的持仓,在四季度中概仓位已达40%,特别是腾讯,自2020年末持有至2021年底,浮亏3%。靠着“已实现损益”的交易,全年账户收益-0.23%,跑输2大指数。目前美股和A股持仓:A股:<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%,陕西煤业8.8%,东财3.5%美股:<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%,meta11%,<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概:<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%,","listText":"2021年是我投资的第5个年头,老虎账户盈利-0.23%,5年年化收益28%。每次我的年度收益达到60%之后,第二年的收益就会比较惨淡。这现象也容易理解,股价涨幅主要由企业的盈利增速贡献,另外来自公司估值的变化。大多数个股,二者叠加勉强支撑一年60%的涨幅,第二年的股价犹如强弩之末。2021年1月底,美国十年期国债收益率从1.071%开始急剧上升,到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离,中概差不多在2月10日附近的高点跌落;实际上,这波也影响到A股,外资占比较高的消费和医药板块,过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%,标普2周内回撤3%,第三周止跌上扬。在这之后的9个月,标普和纳指只在9月和11月的个别周中有过几次回撤,整体上二者一路上扬,全年标普和纳指分别收涨27%和26.8%。我的持仓,在四季度中概仓位已达40%,特别是腾讯,自2020年末持有至2021年底,浮亏3%。靠着“已实现损益”的交易,全年账户收益-0.23%,跑输2大指数。目前美股和A股持仓:A股:<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%,陕西煤业8.8%,东财3.5%美股:<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%,meta11%,<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概:<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%,","text":"2021年是我投资的第5个年头,老虎账户盈利-0.23%,5年年化收益28%。每次我的年度收益达到60%之后,第二年的收益就会比较惨淡。这现象也容易理解,股价涨幅主要由企业的盈利增速贡献,另外来自公司估值的变化。大多数个股,二者叠加勉强支撑一年60%的涨幅,第二年的股价犹如强弩之末。2021年1月底,美国十年期国债收益率从1.071%开始急剧上升,到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离,中概差不多在2月10日附近的高点跌落;实际上,这波也影响到A股,外资占比较高的消费和医药板块,过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%,标普2周内回撤3%,第三周止跌上扬。在这之后的9个月,标普和纳指只在9月和11月的个别周中有过几次回撤,整体上二者一路上扬,全年标普和纳指分别收涨27%和26.8%。我的持仓,在四季度中概仓位已达40%,特别是腾讯,自2020年末持有至2021年底,浮亏3%。靠着“已实现损益”的交易,全年账户收益-0.23%,跑输2大指数。目前美股和A股持仓:A股:$中国中免(601888)$12.8%,陕西煤业8.8%,东财3.5%美股:$苹果(AAPL)$ 7.7%,meta11%,$InMode 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10","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697324728","repostId":"695874389","repostType":1,"repost":{"id":695874389,"gmtCreate":1641433432091,"gmtModify":1641971443679,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478213283465426","idStr":"3478213283465426"},"themes":[],"title":"美股2022 最强10只股票 🔥🔥市场潜力巨大优质公司","htmlText":"\n \n \n 大家好,我们先祝各位朋友在新的一年财运亨通!也祝大家能够在美股实战中,不断积累经验,提高分析技术。<a href=\"https://laohu8.com/TW/692100798\" target=\"_blank\">上一期我们承诺为大家介绍10只我认为将会在2022年迎来巨大增长的股票 </a>,上期介绍了5只,其中福特F从我们介绍时19.6美元连涨3天,涨幅高达25%。 原因是福特计划将备受期待的F-150闪电全电动卡车产量增加近一倍,以满足日益增长的需求,并于本周四启动第一波订单, 福特汽车股价去年上升了近140%,击败了特斯拉、通用汽车和许多新的电动汽车初创企业,成为2021年汽车制造商中表现最好的股票。这期咱们继续介绍剩下的5只股票。<a target=\"_blank\" href=\"https://laohu8.com/S/ALB\"></a><a target=\"_blank\" href=\"https://laohu8.com/S/ALB\">$美国雅宝公司(ALB)$</a>在燃油车时代,世界各国在中东为了石油大打出手;在电动车时代, 全球都对锂矿石这新的资源展开了争夺,因为锂是动力电池的核心生产元素,被誉为“白色石油”。第一只股票 ALB 美国雅宝公司它占据全球锂产品供应第一的市场份额,占比达30%。按产量计算,<a target=\"_blank\" href=\"https://laohu8.com/S/ALB\"></a><a target=\"_blank\" href=\"https://laohu8.com/S/ALB\">$美国雅宝公司(ALB)$</a> 是世界第二大锂生产商,年产量超过85000吨,目前市值是全球第二。其实我们早在一年多之前就做了一期锂矿潜力股的深度分析视频,当时ALB 才89美元。为什么我们会看好锂矿资源呢?因为我们\n \n","listText":"大家好,我们先祝各位朋友在新的一年财运亨通!也祝大家能够在美股实战中,不断积累经验,提高分析技术。<a href=\"https://laohu8.com/TW/692100798\" target=\"_blank\">上一期我们承诺为大家介绍10只我认为将会在2022年迎来巨大增长的股票 </a>,上期介绍了5只,其中福特F从我们介绍时19.6美元连涨3天,涨幅高达25%。 原因是福特计划将备受期待的F-150闪电全电动卡车产量增加近一倍,以满足日益增长的需求,并于本周四启动第一波订单, 福特汽车股价去年上升了近140%,击败了特斯拉、通用汽车和许多新的电动汽车初创企业,成为2021年汽车制造商中表现最好的股票。这期咱们继续介绍剩下的5只股票。<a target=\"_blank\" href=\"https://laohu8.com/S/ALB\"></a><a target=\"_blank\" href=\"https://laohu8.com/S/ALB\">$美国雅宝公司(ALB)$</a>在燃油车时代,世界各国在中东为了石油大打出手;在电动车时代, 全球都对锂矿石这新的资源展开了争夺,因为锂是动力电池的核心生产元素,被誉为“白色石油”。第一只股票 ALB 美国雅宝公司它占据全球锂产品供应第一的市场份额,占比达30%。按产量计算,<a target=\"_blank\" href=\"https://laohu8.com/S/ALB\"></a><a target=\"_blank\" href=\"https://laohu8.com/S/ALB\">$美国雅宝公司(ALB)$</a> 是世界第二大锂生产商,年产量超过85000吨,目前市值是全球第二。其实我们早在一年多之前就做了一期锂矿潜力股的深度分析视频,当时ALB 才89美元。为什么我们会看好锂矿资源呢?因为我们","text":"大家好,我们先祝各位朋友在新的一年财运亨通!也祝大家能够在美股实战中,不断积累经验,提高分析技术。上一期我们承诺为大家介绍10只我认为将会在2022年迎来巨大增长的股票 ,上期介绍了5只,其中福特F从我们介绍时19.6美元连涨3天,涨幅高达25%。 原因是福特计划将备受期待的F-150闪电全电动卡车产量增加近一倍,以满足日益增长的需求,并于本周四启动第一波订单, 福特汽车股价去年上升了近140%,击败了特斯拉、通用汽车和许多新的电动汽车初创企业,成为2021年汽车制造商中表现最好的股票。这期咱们继续介绍剩下的5只股票。$美国雅宝公司(ALB)$在燃油车时代,世界各国在中东为了石油大打出手;在电动车时代, 全球都对锂矿石这新的资源展开了争夺,因为锂是动力电池的核心生产元素,被誉为“白色石油”。第一只股票 ALB 美国雅宝公司它占据全球锂产品供应第一的市场份额,占比达30%。按产量计算,$美国雅宝公司(ALB)$ 是世界第二大锂生产商,年产量超过85000吨,目前市值是全球第二。其实我们早在一年多之前就做了一期锂矿潜力股的深度分析视频,当时ALB 才89美元。为什么我们会看好锂矿资源呢?因为我们","images":[{"img":"https://static.tigerbbs.com/08bdb1deeb2ac6159b9d5c2b557b7bec","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695874389","isVote":1,"tweetType":2,"object":{"id":"b872c34e6fa940d8932381f3dd9f56f0","tweetId":"695874389","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/01e74485387702294145253020/3EC8mieIlwsA.mp4","poster":"https://static.tigerbbs.com/4beae749efa8f17a9150531b6321c5ea"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":22,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":842525434,"gmtCreate":1636205391326,"gmtModify":1636205391564,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Yeah","listText":"Yeah","text":"Yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842525434","repostId":"2181742241","repostType":4,"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320389900,"gmtCreate":1615015755600,"gmtModify":1703484252004,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"[微笑] 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","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/320389900","repostId":"2117639609","repostType":4,"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320380569,"gmtCreate":1615015695351,"gmtModify":1703484251655,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/320380569","repostId":"1116017255","repostType":4,"repost":{"id":"1116017255","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614954925,"share":"https://www.laohu8.com/m/news/1116017255?lang=zh_CN&edition=full","pubTime":"2021-03-05 22:35","market":"us","language":"en","title":"U.S. Stocks open up, as strong jobs report boosts reopening optimism<blockquote>美国股市开盘,强劲的就业报告提振了重新开放的乐观情绪</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116017255","media":"老虎资讯综合","summary":"(March 5) Stocks were set to rebound after a stronger-than-expected jobs report boosted optimism abo","content":"<p>(March 5) Stocks were set to rebound after a stronger-than-expected jobs report boosted optimism about a faster economic reopening.</p><p><blockquote>(3月5日)强于预期的就业报告提振了人们对经济更快重新开放的乐观情绪,股市有望反弹。</blockquote></p><p>The Dow up 0.93%, the S&P 500 rose 1.05%, and the Nasdaq Composite jumped 1.13%.</p><p><blockquote>道琼斯指数上涨0.93%,标普500上涨1.05%,纳斯达克综合指数上涨1.13%。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5a0f3bfa9164920f4899e3f22741e69\" tg-width=\"1242\" tg-height=\"572\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 09:30</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源自Tiger Trade,美国东部时间09:30</span></p></blockquote></p><p>The U.S. 10-year Treasury yield popped above 1.6% after the February jobs report. The Labor Department on Fridayreportedthat nonfarm payrolls jumped by 379,000 for the month and the unemployment rate fell to 6.2%. That compared to expectations of 210,000 new jobs and the unemployment rate to hold steady from the 6.3% rate in January, according to Dow Jones.</p><p><blockquote>2月份就业报告公布后,美国10年期国债收益率跃升至1.6%以上。美国劳工部周五报告称,本月非农就业人数增加37.9万人,失业率降至6.2%。据道琼斯称,相比之下,预计新增就业岗位为21万个,失业率将从1月份的6.3%保持稳定。</blockquote></p><p>As rates jumped, tech shares with high valuations got hit again in the premarket, continuing the pattern this week. Tesla and Peloton shares fell declined.</p><p><blockquote>随着利率飙升,高估值科技股在盘前再次受到打击,本周延续了这一模式。特斯拉和Peloton股价下跌。</blockquote></p><p>The move in futures followed a sharp sell-off on Thursday triggered by Federal Reserve Chair Jerome Powell’s remarks on rising bond yields. The Fed chair said the recent runup caught his attention but he didn’t give any indication of how the central bank would rein it in. Some investors had expected Powell to signal his willingness to adjust the Fed’s asset purchase program.</p><p><blockquote>周四,美联储主席杰罗姆·鲍威尔关于债券收益率上升的言论引发了期货大幅抛售。美联储主席表示,最近的上涨引起了他的注意,但他没有透露央行将如何控制这种情况。一些投资者原本预计鲍威尔会发出愿意调整美联储资产购买计划的信号。</blockquote></p><p>The economic reopening could “create some upward pressure on prices,” Powell said in a Wall Street Journal webinar Thursday. Even if the economy sees “transitory increases in inflation … I expect that we will be patient,” he added.</p><p><blockquote>鲍威尔周四在《华尔街日报》网络研讨会上表示,经济重新开放可能“给价格带来一些上行压力”。他补充说,即使经济出现“通胀暂时上升……我预计我们也会保持耐心”。</blockquote></p><p>“Equity investors, in our conversations, are really grappling with two things they may not have had to deal with for the last 10 years,” said Tom Lee, Fundstrat’s co-founder head of research. “One is the potential for inflation to actually have to be priced into equities. I think there’s a lot of confusion.”</p><p><blockquote>Fundstrat联合创始人研究主管汤姆·李(Tom Lee)表示:“在我们的对话中,股票投资者确实正在努力解决两件他们在过去10年中可能不必处理的事情。”“一个是通胀实际上必须计入股票价格的可能性。我认为存在很多混乱。”</blockquote></p><p>“Then it’s a bond market that seems to be testing the Fed, which kind of scares people,” added Lee, who believes the sell-off this week is a buying opportunity.</p><p><blockquote>“然后是债券市场似乎在考验美联储,这有点吓人,”Lee补充道,他认为本周的抛售是一个买入机会。</blockquote></p><p>Tech stocks led the market decline Thursday, especially those with high valuations and small or no profitability. The Nasdaq Composite dropped 2.1% Thursday, bringing its losses this week to 3.6%. The tech-heavy benchmark also turned negative for the year and fell into correction territory, or down 10% from a recent high, on an intraday basis.</p><p><blockquote>科技股周四领跌市场,尤其是那些估值较高、盈利能力较小或没有盈利能力的股票。纳斯达克综合指数周四下跌2.1%,本周跌幅达到3.6%。以科技股为主的基准指数今年也转为负值,盘中跌入修正区域,较近期高点下跌10%。</blockquote></p><p>Tesla shares were off their lows in Friday premarket trading but still down 0.3%.</p><p><blockquote>特斯拉股价在周五盘前交易中脱离低点,但仍下跌0.3%。</blockquote></p><p>The S&P 500 and the Dow both fell more than 1% Thursday, headed for a losing week. Energy outperformed with a 2.5% gain in the previous session amid a jump in oil prices.</p><p><blockquote>标普500和道琼斯指数周四均下跌超过1%,迎来下跌周。由于油价上涨,能源股表现优于前一交易日,上涨2.5%。</blockquote></p><p>“Rates soared once again, which opened the door for more selling of technology stocks,” said Ryan Detrick, chief market strategist at LPL Financial. “The bright side is the economy continues to improve and leadership from financials and energy is something that suggests this isn’t a sell everything moment.”</p><p><blockquote>LPL Financial首席市场策略师Ryan Detrick表示:“利率再次飙升,这为科技股的更多抛售打开了大门。”“好的一面是经济持续改善,金融和能源领域的领先地位表明现在不是出售一切的时刻。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks open up, as strong jobs report boosts reopening optimism<blockquote>美国股市开盘,强劲的就业报告提振了重新开放的乐观情绪</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\">\nU.S. Stocks open up, as strong jobs report boosts reopening optimism<blockquote>美国股市开盘,强劲的就业报告提振了重新开放的乐观情绪</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-05 22:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(March 5) Stocks were set to rebound after a stronger-than-expected jobs report boosted optimism about a faster economic reopening.</p><p><blockquote>(3月5日)强于预期的就业报告提振了人们对经济更快重新开放的乐观情绪,股市有望反弹。</blockquote></p><p>The Dow up 0.93%, the S&P 500 rose 1.05%, and the Nasdaq Composite jumped 1.13%.</p><p><blockquote>道琼斯指数上涨0.93%,标普500上涨1.05%,纳斯达克综合指数上涨1.13%。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5a0f3bfa9164920f4899e3f22741e69\" tg-width=\"1242\" tg-height=\"572\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 09:30</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源自Tiger Trade,美国东部时间09:30</span></p></blockquote></p><p>The U.S. 10-year Treasury yield popped above 1.6% after the February jobs report. The Labor Department on Fridayreportedthat nonfarm payrolls jumped by 379,000 for the month and the unemployment rate fell to 6.2%. That compared to expectations of 210,000 new jobs and the unemployment rate to hold steady from the 6.3% rate in January, according to Dow Jones.</p><p><blockquote>2月份就业报告公布后,美国10年期国债收益率跃升至1.6%以上。美国劳工部周五报告称,本月非农就业人数增加37.9万人,失业率降至6.2%。据道琼斯称,相比之下,预计新增就业岗位为21万个,失业率将从1月份的6.3%保持稳定。</blockquote></p><p>As rates jumped, tech shares with high valuations got hit again in the premarket, continuing the pattern this week. Tesla and Peloton shares fell declined.</p><p><blockquote>随着利率飙升,高估值科技股在盘前再次受到打击,本周延续了这一模式。特斯拉和Peloton股价下跌。</blockquote></p><p>The move in futures followed a sharp sell-off on Thursday triggered by Federal Reserve Chair Jerome Powell’s remarks on rising bond yields. The Fed chair said the recent runup caught his attention but he didn’t give any indication of how the central bank would rein it in. Some investors had expected Powell to signal his willingness to adjust the Fed’s asset purchase program.</p><p><blockquote>周四,美联储主席杰罗姆·鲍威尔关于债券收益率上升的言论引发了期货大幅抛售。美联储主席表示,最近的上涨引起了他的注意,但他没有透露央行将如何控制这种情况。一些投资者原本预计鲍威尔会发出愿意调整美联储资产购买计划的信号。</blockquote></p><p>The economic reopening could “create some upward pressure on prices,” Powell said in a Wall Street Journal webinar Thursday. Even if the economy sees “transitory increases in inflation … I expect that we will be patient,” he added.</p><p><blockquote>鲍威尔周四在《华尔街日报》网络研讨会上表示,经济重新开放可能“给价格带来一些上行压力”。他补充说,即使经济出现“通胀暂时上升……我预计我们也会保持耐心”。</blockquote></p><p>“Equity investors, in our conversations, are really grappling with two things they may not have had to deal with for the last 10 years,” said Tom Lee, Fundstrat’s co-founder head of research. “One is the potential for inflation to actually have to be priced into equities. I think there’s a lot of confusion.”</p><p><blockquote>Fundstrat联合创始人研究主管汤姆·李(Tom Lee)表示:“在我们的对话中,股票投资者确实正在努力解决两件他们在过去10年中可能不必处理的事情。”“一个是通胀实际上必须计入股票价格的可能性。我认为存在很多混乱。”</blockquote></p><p>“Then it’s a bond market that seems to be testing the Fed, which kind of scares people,” added Lee, who believes the sell-off this week is a buying opportunity.</p><p><blockquote>“然后是债券市场似乎在考验美联储,这有点吓人,”Lee补充道,他认为本周的抛售是一个买入机会。</blockquote></p><p>Tech stocks led the market decline Thursday, especially those with high valuations and small or no profitability. The Nasdaq Composite dropped 2.1% Thursday, bringing its losses this week to 3.6%. The tech-heavy benchmark also turned negative for the year and fell into correction territory, or down 10% from a recent high, on an intraday basis.</p><p><blockquote>科技股周四领跌市场,尤其是那些估值较高、盈利能力较小或没有盈利能力的股票。纳斯达克综合指数周四下跌2.1%,本周跌幅达到3.6%。以科技股为主的基准指数今年也转为负值,盘中跌入修正区域,较近期高点下跌10%。</blockquote></p><p>Tesla shares were off their lows in Friday premarket trading but still down 0.3%.</p><p><blockquote>特斯拉股价在周五盘前交易中脱离低点,但仍下跌0.3%。</blockquote></p><p>The S&P 500 and the Dow both fell more than 1% Thursday, headed for a losing week. Energy outperformed with a 2.5% gain in the previous session amid a jump in oil prices.</p><p><blockquote>标普500和道琼斯指数周四均下跌超过1%,迎来下跌周。由于油价上涨,能源股表现优于前一交易日,上涨2.5%。</blockquote></p><p>“Rates soared once again, which opened the door for more selling of technology stocks,” said Ryan Detrick, chief market strategist at LPL Financial. “The bright side is the economy continues to improve and leadership from financials and energy is something that suggests this isn’t a sell everything moment.”</p><p><blockquote>LPL Financial首席市场策略师Ryan Detrick表示:“利率再次飙升,这为科技股的更多抛售打开了大门。”“好的一面是经济持续改善,金融和能源领域的领先地位表明现在不是出售一切的时刻。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116017255","content_text":"(March 5) Stocks were set to rebound after a stronger-than-expected jobs report boosted optimism about a faster economic reopening.The Dow up 0.93%, the S&P 500 rose 1.05%, and the Nasdaq Composite jumped 1.13%.*Source From Tiger Trade, EST 09:30The U.S. 10-year Treasury yield popped above 1.6% after the February jobs report. The Labor Department on Fridayreportedthat nonfarm payrolls jumped by 379,000 for the month and the unemployment rate fell to 6.2%. That compared to expectations of 210,000 new jobs and the unemployment rate to hold steady from the 6.3% rate in January, according to Dow Jones.As rates jumped, tech shares with high valuations got hit again in the premarket, continuing the pattern this week. Tesla and Peloton shares fell declined.The move in futures followed a sharp sell-off on Thursday triggered by Federal Reserve Chair Jerome Powell’s remarks on rising bond yields. The Fed chair said the recent runup caught his attention but he didn’t give any indication of how the central bank would rein it in. Some investors had expected Powell to signal his willingness to adjust the Fed’s asset purchase program.The economic reopening could “create some upward pressure on prices,” Powell said in a Wall Street Journal webinar Thursday. Even if the economy sees “transitory increases in inflation … I expect that we will be patient,” he added.“Equity investors, in our conversations, are really grappling with two things they may not have had to deal with for the last 10 years,” said Tom Lee, Fundstrat’s co-founder head of research. “One is the potential for inflation to actually have to be priced into equities. I think there’s a lot of confusion.”“Then it’s a bond market that seems to be testing the Fed, which kind of scares people,” added Lee, who believes the sell-off this week is a buying opportunity.Tech stocks led the market decline Thursday, especially those with high valuations and small or no profitability. The Nasdaq Composite dropped 2.1% Thursday, bringing its losses this week to 3.6%. The tech-heavy benchmark also turned negative for the year and fell into correction territory, or down 10% from a recent high, on an intraday basis.Tesla shares were off their lows in Friday premarket trading but still down 0.3%.The S&P 500 and the Dow both fell more than 1% Thursday, headed for a losing week. Energy outperformed with a 2.5% gain in the previous session amid a jump in oil prices.“Rates soared once again, which opened the door for more selling of technology stocks,” said Ryan Detrick, chief market strategist at LPL Financial. “The bright side is the economy continues to improve and leadership from financials and energy is something that suggests this isn’t a sell everything moment.”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384714808,"gmtCreate":1613689339804,"gmtModify":1634552663602,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/384714808","repostId":"1124565484","repostType":4,"repost":{"id":"1124565484","kind":"news","pubTimestamp":1613631190,"share":"https://www.laohu8.com/m/news/1124565484?lang=zh_CN&edition=full","pubTime":"2021-02-18 14:53","market":"us","language":"en","title":"22 additional dividend stocks that Warren Buffett might consider buying<blockquote>沃伦·巴菲特可能考虑购买的22只额外股息股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124565484","media":"MarketWatch","summary":"His Berkshire Hathaway conglomerate recently started buying shares of Verizon and Chevron — both hav","content":"<p><b>His Berkshire Hathaway conglomerate recently started buying shares of Verizon and Chevron — both have attractive dividend yields well-supported by expected cash flow.</b>A vote of confidence by Warren Buffett in a particular stock doesn’t mean you should jump on the bandwagon, but the Berkshire Hathaway CEO’s long-term track record speaks for itself. The man knows how to spot a bargain.</p><p><blockquote><b>他的伯克希尔哈撒韦集团最近开始购买威瑞森和雪佛龙的股票——这两家公司的股息收益率都很有吸引力,并得到了预期现金流的良好支持。</b>沃伦·巴菲特对某只股票投下信任票并不意味着你应该追随这一潮流,但这位伯克希尔·哈撒韦公司首席执行官的长期业绩记录不言而喻。这个人知道如何发现便宜货。</blockquote></p><p>Below is a screen of stocks inspired by Buffett’s two new picks that feature attractive dividend yields that are expected to be well-covered by free cash flow.</p><p><blockquote>下面是受巴菲特两只新精选股票启发的股票屏幕,这些股票具有有吸引力的股息收益率,预计自由现金流将充分覆盖。</blockquote></p><p>Word of Buffett’s new investment positions can send shares higher as other investors’ ears perk up. This happened after Berkshire Hathaway Inc.BRKdisclosed late Feb. 16 that it had purchased shares of Verizon Communications Inc.VZ.and Chevron Corp.CVX— two stocks with attractive dividend yields, one of which is cheaply priced when compared to the weighted valuation of the S&P 500 IndexSPX.</p><p><blockquote>随着其他投资者的耳朵竖起来,巴菲特新投资头寸的消息可能会推高股价。此前,Berkshire Hathaway Inc.BRK于2月16日晚披露已购买Verizon Communications Inc.VZ和Chevron Corp.CVX的股票,这两只股票具有有吸引力的股息收益率,其中一只与加权估值相比定价较低标普500指数SPX。</blockquote></p><p>Shares of Verizon were up 3% in early trading Feb. 17, while Chevron was up 3.5%. With dividends reinvested, Verizon had declined 7% for 2021 through Feb. 16, following a flat performance in 2020. Chevron was up 1.5% early Feb. 17 and had already risen 12% for 2021 following a 26% decline in 2020. Oil is on the upswing as investors look ahead to life after the pandemic. West Texas Intermediate crude oilCRUDE OILhad risen 68% from the close on Oct. 31 through Feb. 16, when it settled at $60.05 a barrel.</p><p><blockquote>Verizon股价在2月17日早盘交易中上涨3%,雪佛龙股价上涨3.5%。随着股息再投资,Verizon继2020年业绩持平后,截至2月16日,2021年股价下跌了7%。雪佛龙2月17日早些时候上涨1.5%,继2020年下跌26%后,2021年已上涨12%。随着投资者展望大流行后的生活,油价正在上涨。西德克萨斯中质原油从10月31日收盘到2月16日收盘上涨了68%,最终收于每桶60.05美元。</blockquote></p><p>All of the following is based on closing prices Feb. 16 and consensus estimates among analysts polled by FactSet for the next 12 months.</p><p><blockquote>以下所有内容均基于2月16日的收盘价以及FactSet调查的分析师对未来12个月的一致预期。</blockquote></p><p>Verizon’s stock trades at a forward price-to-earnings ratio of 10.7, compared to a weighted aggregate forward P/E of 22.5 for the S&P 500. The shares have a dividend yield of 4.64%.</p><p><blockquote>Verizon股票的预期市盈率为10.7,而标普500的加权总预期市盈率为22.5。该股的股息率为4.64%。</blockquote></p><p>One way to gauge a company’s ability to cover its dividend (and hopefully raise it) is to look at its free cash flow, which is its remaining cash flow after planned capital expenditures. This is money that can be used for any corporate purpose, including expansion, share repurchases or dividend increases. We can measure a company’s free cash flow yield by dividing trailing or estimated free cash flow by the current share price. Because of the disruptions to the U.S. economy in 2020, all the free cash flow yields that follow make use of consensus estimates for the next 12 reported months.</p><p><blockquote>衡量公司支付股息(并希望提高股息)能力的一种方法是查看其自由现金流,即计划资本支出后的剩余现金流。这笔钱可用于任何公司目的,包括扩张、股票回购或增加股息。我们可以通过将跟踪或估计的自由现金流除以当前股价来衡量公司的自由现金流收益率。由于2020年美国经济受到干扰,随后的所有自由现金流收益率均采用未来12个报告月的共识估计。</blockquote></p><p>Verizion’s forward free cash flow yield is 8.97%, showing “headroom” of 4.34% over the current dividend.</p><p><blockquote>Verizion的远期自由现金流收益率为8.97%,比当前股息有4.34%的“净空”。</blockquote></p><p>Chevron’s stock trades at a forward P/E ratio of 24.8, which is higher than that of the S&P 500. Then again, 2021 is expected to be a recovery year for oil and natural gas, and analysts’ earnings estimates may not have caught up with rising fuel commodity prices. Chevron’s dividend yield is 5.54% and its forward free cash flow yield is 7.99%, leaving “headroom” of 2.45%.</p><p><blockquote>雪佛龙股票的远期市盈率为24.8,高于标普500。话又说回来,预计2021年将是石油和天然气的复苏年,分析师的盈利预期可能没有赶上燃料大宗商品价格的上涨。雪佛龙的股息收益率为5.54%,远期自由现金流收益率为7.99%,还有2.45%的“净空”。</blockquote></p><p>None of this is to say that Buffett is overly fixated on stocks with high dividend yields. He isn’t. Among the publicly traded holdings the company disclosed Feb. 16, there are plenty of companies that pay no dividends, including Amazon.com Inc.AMZN,Biogen Inc.BIIB,Charter Communications Inc.CHTRand General Motors Co.GM,which suspended its quarterly dividend in April.</p><p><blockquote>这并不是说巴菲特过度关注高股息收益率的股票。他不是。在该公司2月16日披露的公开交易持股中,有很多公司不支付股息,包括亚马逊公司(AMZN)、百健公司(Biogen Inc.BIIB)、Charter Communications Inc.CHTRand通用汽车公司(General Motors Co.GM),后者暂停了季度股息。四月。</blockquote></p><p><b>A Buffett dividend stock screen</b></p><p><blockquote><b>巴菲特股息股票屏幕</b></blockquote></p><p>Working from Buffett’s selections of Verizon and Chevron and excluding stocks Berkshire Hathaway doesn’t already hold, here are the 22 stocks among the S&P 500 with dividend yields of at least 4.00%, for which free cash flow estimates for calendar 2021 are available, with headroom indicated. The list is sorted by dividend yield.</p><p><blockquote>根据巴菲特选择的Verizon和Chevron并排除Berkshire Hathaway尚未持有的股票,以下是标普500中股息收益率至少为4.00%的22只股票,可获得2021年的自由现金流估计,并有净空指示。该列表按股息收益率排序。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fc941b397e252f4198fa8bb425fa2bbb\" tg-width=\"666\" tg-height=\"762\" referrerpolicy=\"no-referrer\">Scroll the table to see all the data, including forward P/E ratios and total returns for 2021 and 2020.</p><p><blockquote>滚动表格查看所有数据,包括2021年和2020年的远期市盈率和总回报。</blockquote></p><p>For real estate investment trusts, the industry standard for measuring dividend-paying ability is funds from operations, a non-GAAP figure that adds depreciation and amortization back to earnings and subtracts gains on the sale of property. So forward FFO estimates are used in the “estimated FCF yield” column on the table.</p><p><blockquote>对于房地产投资信托基金来说,衡量股息支付能力的行业标准是运营资金,这是一个非公认会计准则数字,将折旧和摊销加回收益中,并减去出售财产的收益。因此,表中的“估计FCF收益率”栏中使用了远期FFO估计值。</blockquote></p><p>The list excludes four stocks already held by Berkshire Hathaway — Verizon, Chevron and two more:</p><p><blockquote>该名单不包括伯克希尔哈撒韦公司已持有的四只股票——威瑞森、雪佛龙和另外两只股票:</blockquote></p><p></p><p><ul><li>AbbVie Inc.ABBVhas a dividend yield of 4.99%, with a forward free cash flow yield of 10.54% for headroom of 5.55%.</li><li>Kraft Heinz Co.KHChas a dividend yield of 4.52% and a forward free cash flow yield of 7.59% for headroom of 3.06%. The company cut its dividend by more than a third in February 2019.</li></ul>A high dividend yield might indicate investors are sour on the company’s business prospects or its ability to maintain the dividend over the long term, despite a high FCF yield. For example, the highest-yielding stock on the list is Lumen Technologies Inc.LUMN,which was CenturyLink before it was renamed in September. The dividend yield is 8.48%. CenturyLinkcut its quarterly dividend by 26% on the same day it authorized a $2 billion stock repurchase planin February 2013. The company’s quarterly dividend remained 54 cents a share until it wascut to the current 25 cents a sharein February 2019. For five years through Feb. 16, shares of Lumen/CenturyLink were down 34%, with dividends reinvested, while they were down 38% for 10 years.</p><p><blockquote><ul><li>艾伯维公司ABBV的股息收益率为4.99%,远期自由现金流收益率为10.54%,净空为5.55%。</li><li>卡夫亨氏公司KHChas的股息收益率为4.52%,远期自由现金流收益率为7.59%,净空为3.06%。该公司于2019年2月将股息削减了三分之一以上。</li></ul>高股息收益率可能表明投资者对公司的业务前景或其长期维持股息的能力感到不满,尽管自由现金流收益率很高。例如,榜单上收益率最高的股票是Lumen Technologies Inc.LUMN,该公司在9月份更名之前是CenturyLink。股息率为8.48%。CenturyLink在2013年2月授权20亿美元股票回购计划的同一天,将季度股息削减了26%。该公司的季度股息仍为每股54美分,直到2019年2月削减至目前的每股25美分。截至2月16日的五年里,Lumen/CenturyLink的股价在股息再投资后下跌了34%,而10年来股价下跌了38%。</blockquote></p><p>Other companies on the list that have cut dividends over the past 10 years include Williams Cos.WMB,Kinder Morgan Inc.KMI,Vornado Realty TrustVNOand Simon Property Group Inc.SPG,which reduced its payout by 38% in June.</p><p><blockquote>名单上其他在过去10年中削减股息的公司包括Williams Cos.WMB、Kinder Morgan Inc.KMI、Vornado Realty TrustVNO和Simon Property Group Inc.SPG,后者在6月份将派息减少了38%。</blockquote></p><p>All of this emphasizes the importance of doing your own research to form your own opinion about a company’s long-term prospects if you see any stocks of interest here.</p><p><blockquote>所有这些都强调了如果您在这里看到任何感兴趣的股票,请进行自己的研究以形成自己对公司长期前景的看法的重要性。</blockquote></p><p>Aside from CenturyLink, the stock listed above with the lowest forward P/E valuation is AT&T Inc.T,with a dividend yield of 7.18% and P/E of 9.2, followed by Pfizer Inc.PFE,with a yield of 4.50% and forward P/E of 10.3.</p><p><blockquote>除了CenturyLink之外,上面列出的远期市盈率估值最低的股票是AT&T Inc.T,股息收益率为7.18%,市盈率为9.2,其次是辉瑞Inc.PFE,收益率为4.50%,远期市盈率为10.3。</blockquote></p><p></p>","source":"market_watch","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>22 additional dividend stocks that Warren Buffett might consider buying<blockquote>沃伦·巴菲特可能考虑购买的22只额外股息股票</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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n22 additional dividend stocks that Warren Buffett might consider buying<blockquote>沃伦·巴菲特可能考虑购买的22只额外股息股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-02-18 14:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>His Berkshire Hathaway conglomerate recently started buying shares of Verizon and Chevron — both have attractive dividend yields well-supported by expected cash flow.</b>A vote of confidence by Warren Buffett in a particular stock doesn’t mean you should jump on the bandwagon, but the Berkshire Hathaway CEO’s long-term track record speaks for itself. The man knows how to spot a bargain.</p><p><blockquote><b>他的伯克希尔哈撒韦集团最近开始购买威瑞森和雪佛龙的股票——这两家公司的股息收益率都很有吸引力,并得到了预期现金流的良好支持。</b>沃伦·巴菲特对某只股票投下信任票并不意味着你应该追随这一潮流,但这位伯克希尔·哈撒韦公司首席执行官的长期业绩记录不言而喻。这个人知道如何发现便宜货。</blockquote></p><p>Below is a screen of stocks inspired by Buffett’s two new picks that feature attractive dividend yields that are expected to be well-covered by free cash flow.</p><p><blockquote>下面是受巴菲特两只新精选股票启发的股票屏幕,这些股票具有有吸引力的股息收益率,预计自由现金流将充分覆盖。</blockquote></p><p>Word of Buffett’s new investment positions can send shares higher as other investors’ ears perk up. This happened after Berkshire Hathaway Inc.BRKdisclosed late Feb. 16 that it had purchased shares of Verizon Communications Inc.VZ.and Chevron Corp.CVX— two stocks with attractive dividend yields, one of which is cheaply priced when compared to the weighted valuation of the S&P 500 IndexSPX.</p><p><blockquote>随着其他投资者的耳朵竖起来,巴菲特新投资头寸的消息可能会推高股价。此前,Berkshire Hathaway Inc.BRK于2月16日晚披露已购买Verizon Communications Inc.VZ和Chevron Corp.CVX的股票,这两只股票具有有吸引力的股息收益率,其中一只与加权估值相比定价较低标普500指数SPX。</blockquote></p><p>Shares of Verizon were up 3% in early trading Feb. 17, while Chevron was up 3.5%. With dividends reinvested, Verizon had declined 7% for 2021 through Feb. 16, following a flat performance in 2020. Chevron was up 1.5% early Feb. 17 and had already risen 12% for 2021 following a 26% decline in 2020. Oil is on the upswing as investors look ahead to life after the pandemic. West Texas Intermediate crude oilCRUDE OILhad risen 68% from the close on Oct. 31 through Feb. 16, when it settled at $60.05 a barrel.</p><p><blockquote>Verizon股价在2月17日早盘交易中上涨3%,雪佛龙股价上涨3.5%。随着股息再投资,Verizon继2020年业绩持平后,截至2月16日,2021年股价下跌了7%。雪佛龙2月17日早些时候上涨1.5%,继2020年下跌26%后,2021年已上涨12%。随着投资者展望大流行后的生活,油价正在上涨。西德克萨斯中质原油从10月31日收盘到2月16日收盘上涨了68%,最终收于每桶60.05美元。</blockquote></p><p>All of the following is based on closing prices Feb. 16 and consensus estimates among analysts polled by FactSet for the next 12 months.</p><p><blockquote>以下所有内容均基于2月16日的收盘价以及FactSet调查的分析师对未来12个月的一致预期。</blockquote></p><p>Verizon’s stock trades at a forward price-to-earnings ratio of 10.7, compared to a weighted aggregate forward P/E of 22.5 for the S&P 500. The shares have a dividend yield of 4.64%.</p><p><blockquote>Verizon股票的预期市盈率为10.7,而标普500的加权总预期市盈率为22.5。该股的股息率为4.64%。</blockquote></p><p>One way to gauge a company’s ability to cover its dividend (and hopefully raise it) is to look at its free cash flow, which is its remaining cash flow after planned capital expenditures. This is money that can be used for any corporate purpose, including expansion, share repurchases or dividend increases. We can measure a company’s free cash flow yield by dividing trailing or estimated free cash flow by the current share price. Because of the disruptions to the U.S. economy in 2020, all the free cash flow yields that follow make use of consensus estimates for the next 12 reported months.</p><p><blockquote>衡量公司支付股息(并希望提高股息)能力的一种方法是查看其自由现金流,即计划资本支出后的剩余现金流。这笔钱可用于任何公司目的,包括扩张、股票回购或增加股息。我们可以通过将跟踪或估计的自由现金流除以当前股价来衡量公司的自由现金流收益率。由于2020年美国经济受到干扰,随后的所有自由现金流收益率均采用未来12个报告月的共识估计。</blockquote></p><p>Verizion’s forward free cash flow yield is 8.97%, showing “headroom” of 4.34% over the current dividend.</p><p><blockquote>Verizion的远期自由现金流收益率为8.97%,比当前股息有4.34%的“净空”。</blockquote></p><p>Chevron’s stock trades at a forward P/E ratio of 24.8, which is higher than that of the S&P 500. Then again, 2021 is expected to be a recovery year for oil and natural gas, and analysts’ earnings estimates may not have caught up with rising fuel commodity prices. Chevron’s dividend yield is 5.54% and its forward free cash flow yield is 7.99%, leaving “headroom” of 2.45%.</p><p><blockquote>雪佛龙股票的远期市盈率为24.8,高于标普500。话又说回来,预计2021年将是石油和天然气的复苏年,分析师的盈利预期可能没有赶上燃料大宗商品价格的上涨。雪佛龙的股息收益率为5.54%,远期自由现金流收益率为7.99%,还有2.45%的“净空”。</blockquote></p><p>None of this is to say that Buffett is overly fixated on stocks with high dividend yields. He isn’t. Among the publicly traded holdings the company disclosed Feb. 16, there are plenty of companies that pay no dividends, including Amazon.com Inc.AMZN,Biogen Inc.BIIB,Charter Communications Inc.CHTRand General Motors Co.GM,which suspended its quarterly dividend in April.</p><p><blockquote>这并不是说巴菲特过度关注高股息收益率的股票。他不是。在该公司2月16日披露的公开交易持股中,有很多公司不支付股息,包括亚马逊公司(AMZN)、百健公司(Biogen Inc.BIIB)、Charter Communications Inc.CHTRand通用汽车公司(General Motors Co.GM),后者暂停了季度股息。四月。</blockquote></p><p><b>A Buffett dividend stock screen</b></p><p><blockquote><b>巴菲特股息股票屏幕</b></blockquote></p><p>Working from Buffett’s selections of Verizon and Chevron and excluding stocks Berkshire Hathaway doesn’t already hold, here are the 22 stocks among the S&P 500 with dividend yields of at least 4.00%, for which free cash flow estimates for calendar 2021 are available, with headroom indicated. The list is sorted by dividend yield.</p><p><blockquote>根据巴菲特选择的Verizon和Chevron并排除Berkshire Hathaway尚未持有的股票,以下是标普500中股息收益率至少为4.00%的22只股票,可获得2021年的自由现金流估计,并有净空指示。该列表按股息收益率排序。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fc941b397e252f4198fa8bb425fa2bbb\" tg-width=\"666\" tg-height=\"762\" referrerpolicy=\"no-referrer\">Scroll the table to see all the data, including forward P/E ratios and total returns for 2021 and 2020.</p><p><blockquote>滚动表格查看所有数据,包括2021年和2020年的远期市盈率和总回报。</blockquote></p><p>For real estate investment trusts, the industry standard for measuring dividend-paying ability is funds from operations, a non-GAAP figure that adds depreciation and amortization back to earnings and subtracts gains on the sale of property. So forward FFO estimates are used in the “estimated FCF yield” column on the table.</p><p><blockquote>对于房地产投资信托基金来说,衡量股息支付能力的行业标准是运营资金,这是一个非公认会计准则数字,将折旧和摊销加回收益中,并减去出售财产的收益。因此,表中的“估计FCF收益率”栏中使用了远期FFO估计值。</blockquote></p><p>The list excludes four stocks already held by Berkshire Hathaway — Verizon, Chevron and two more:</p><p><blockquote>该名单不包括伯克希尔哈撒韦公司已持有的四只股票——威瑞森、雪佛龙和另外两只股票:</blockquote></p><p></p><p><ul><li>AbbVie Inc.ABBVhas a dividend yield of 4.99%, with a forward free cash flow yield of 10.54% for headroom of 5.55%.</li><li>Kraft Heinz Co.KHChas a dividend yield of 4.52% and a forward free cash flow yield of 7.59% for headroom of 3.06%. The company cut its dividend by more than a third in February 2019.</li></ul>A high dividend yield might indicate investors are sour on the company’s business prospects or its ability to maintain the dividend over the long term, despite a high FCF yield. For example, the highest-yielding stock on the list is Lumen Technologies Inc.LUMN,which was CenturyLink before it was renamed in September. The dividend yield is 8.48%. CenturyLinkcut its quarterly dividend by 26% on the same day it authorized a $2 billion stock repurchase planin February 2013. The company’s quarterly dividend remained 54 cents a share until it wascut to the current 25 cents a sharein February 2019. For five years through Feb. 16, shares of Lumen/CenturyLink were down 34%, with dividends reinvested, while they were down 38% for 10 years.</p><p><blockquote><ul><li>艾伯维公司ABBV的股息收益率为4.99%,远期自由现金流收益率为10.54%,净空为5.55%。</li><li>卡夫亨氏公司KHChas的股息收益率为4.52%,远期自由现金流收益率为7.59%,净空为3.06%。该公司于2019年2月将股息削减了三分之一以上。</li></ul>高股息收益率可能表明投资者对公司的业务前景或其长期维持股息的能力感到不满,尽管自由现金流收益率很高。例如,榜单上收益率最高的股票是Lumen Technologies Inc.LUMN,该公司在9月份更名之前是CenturyLink。股息率为8.48%。CenturyLink在2013年2月授权20亿美元股票回购计划的同一天,将季度股息削减了26%。该公司的季度股息仍为每股54美分,直到2019年2月削减至目前的每股25美分。截至2月16日的五年里,Lumen/CenturyLink的股价在股息再投资后下跌了34%,而10年来股价下跌了38%。</blockquote></p><p>Other companies on the list that have cut dividends over the past 10 years include Williams Cos.WMB,Kinder Morgan Inc.KMI,Vornado Realty TrustVNOand Simon Property Group Inc.SPG,which reduced its payout by 38% in June.</p><p><blockquote>名单上其他在过去10年中削减股息的公司包括Williams Cos.WMB、Kinder Morgan Inc.KMI、Vornado Realty TrustVNO和Simon Property Group Inc.SPG,后者在6月份将派息减少了38%。</blockquote></p><p>All of this emphasizes the importance of doing your own research to form your own opinion about a company’s long-term prospects if you see any stocks of interest here.</p><p><blockquote>所有这些都强调了如果您在这里看到任何感兴趣的股票,请进行自己的研究以形成自己对公司长期前景的看法的重要性。</blockquote></p><p>Aside from CenturyLink, the stock listed above with the lowest forward P/E valuation is AT&T Inc.T,with a dividend yield of 7.18% and P/E of 9.2, followed by Pfizer Inc.PFE,with a yield of 4.50% and forward P/E of 10.3.</p><p><blockquote>除了CenturyLink之外,上面列出的远期市盈率估值最低的股票是AT&T Inc.T,股息收益率为7.18%,市盈率为9.2,其次是辉瑞Inc.PFE,收益率为4.50%,远期市盈率为10.3。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/22-additional-dividend-stocks-that-warren-buffett-might-consider-buying-11613579442?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LUMN":"Lumen Technologies","O":"Realty Income Corp","MPC":"马拉松原油","WMB":"威廉姆斯","BXP":"BXP Inc","SLG":"SL Green Realty Corp","T":"At&T","IRM":"爱恩铁山","PSX":"Phillips 66","IP":"国际纸业","VNO":"沃那多房信","FRT":"FRT信托","AMCR":"AMCOR PLC","PFE":"辉瑞","IPG":"埃培智","LYB":"利安德巴塞尔","SPG":"西蒙地产","DOW":"陶氏化学","REG":"Regency Centers Corp","OKE":"欧尼克(万欧卡)","KMI":"金德尔摩根"},"source_url":"https://www.marketwatch.com/story/22-additional-dividend-stocks-that-warren-buffett-might-consider-buying-11613579442?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1124565484","content_text":"His Berkshire Hathaway conglomerate recently started buying shares of Verizon and Chevron — both have attractive dividend yields well-supported by expected cash flow.A vote of confidence by Warren Buffett in a particular stock doesn’t mean you should jump on the bandwagon, but the Berkshire Hathaway CEO’s long-term track record speaks for itself. The man knows how to spot a bargain.Below is a screen of stocks inspired by Buffett’s two new picks that feature attractive dividend yields that are expected to be well-covered by free cash flow.Word of Buffett’s new investment positions can send shares higher as other investors’ ears perk up. This happened after Berkshire Hathaway Inc.BRKdisclosed late Feb. 16 that it had purchased shares of Verizon Communications Inc.VZ.and Chevron Corp.CVX— two stocks with attractive dividend yields, one of which is cheaply priced when compared to the weighted valuation of the S&P 500 IndexSPX.Shares of Verizon were up 3% in early trading Feb. 17, while Chevron was up 3.5%. With dividends reinvested, Verizon had declined 7% for 2021 through Feb. 16, following a flat performance in 2020. Chevron was up 1.5% early Feb. 17 and had already risen 12% for 2021 following a 26% decline in 2020. Oil is on the upswing as investors look ahead to life after the pandemic. West Texas Intermediate crude oilCRUDE OILhad risen 68% from the close on Oct. 31 through Feb. 16, when it settled at $60.05 a barrel.All of the following is based on closing prices Feb. 16 and consensus estimates among analysts polled by FactSet for the next 12 months.Verizon’s stock trades at a forward price-to-earnings ratio of 10.7, compared to a weighted aggregate forward P/E of 22.5 for the S&P 500. The shares have a dividend yield of 4.64%.One way to gauge a company’s ability to cover its dividend (and hopefully raise it) is to look at its free cash flow, which is its remaining cash flow after planned capital expenditures. This is money that can be used for any corporate purpose, including expansion, share repurchases or dividend increases. We can measure a company’s free cash flow yield by dividing trailing or estimated free cash flow by the current share price. Because of the disruptions to the U.S. economy in 2020, all the free cash flow yields that follow make use of consensus estimates for the next 12 reported months.Verizion’s forward free cash flow yield is 8.97%, showing “headroom” of 4.34% over the current dividend.Chevron’s stock trades at a forward P/E ratio of 24.8, which is higher than that of the S&P 500. Then again, 2021 is expected to be a recovery year for oil and natural gas, and analysts’ earnings estimates may not have caught up with rising fuel commodity prices. Chevron’s dividend yield is 5.54% and its forward free cash flow yield is 7.99%, leaving “headroom” of 2.45%.None of this is to say that Buffett is overly fixated on stocks with high dividend yields. He isn’t. Among the publicly traded holdings the company disclosed Feb. 16, there are plenty of companies that pay no dividends, including Amazon.com Inc.AMZN,Biogen Inc.BIIB,Charter Communications Inc.CHTRand General Motors Co.GM,which suspended its quarterly dividend in April.A Buffett dividend stock screenWorking from Buffett’s selections of Verizon and Chevron and excluding stocks Berkshire Hathaway doesn’t already hold, here are the 22 stocks among the S&P 500 with dividend yields of at least 4.00%, for which free cash flow estimates for calendar 2021 are available, with headroom indicated. The list is sorted by dividend yield.Scroll the table to see all the data, including forward P/E ratios and total returns for 2021 and 2020.For real estate investment trusts, the industry standard for measuring dividend-paying ability is funds from operations, a non-GAAP figure that adds depreciation and amortization back to earnings and subtracts gains on the sale of property. So forward FFO estimates are used in the “estimated FCF yield” column on the table.The list excludes four stocks already held by Berkshire Hathaway — Verizon, Chevron and two more:AbbVie Inc.ABBVhas a dividend yield of 4.99%, with a forward free cash flow yield of 10.54% for headroom of 5.55%.Kraft Heinz Co.KHChas a dividend yield of 4.52% and a forward free cash flow yield of 7.59% for headroom of 3.06%. The company cut its dividend by more than a third in February 2019.A high dividend yield might indicate investors are sour on the company’s business prospects or its ability to maintain the dividend over the long term, despite a high FCF yield. For example, the highest-yielding stock on the list is Lumen Technologies Inc.LUMN,which was CenturyLink before it was renamed in September. The dividend yield is 8.48%. CenturyLinkcut its quarterly dividend by 26% on the same day it authorized a $2 billion stock repurchase planin February 2013. The company’s quarterly dividend remained 54 cents a share until it wascut to the current 25 cents a sharein February 2019. For five years through Feb. 16, shares of Lumen/CenturyLink were down 34%, with dividends reinvested, while they were down 38% for 10 years.Other companies on the list that have cut dividends over the past 10 years include Williams Cos.WMB,Kinder Morgan Inc.KMI,Vornado Realty TrustVNOand Simon Property Group Inc.SPG,which reduced its payout by 38% in June.All of this emphasizes the importance of doing your own research to form your own opinion about a company’s long-term prospects if you see any stocks of interest here.Aside from CenturyLink, the stock listed above with the lowest forward P/E valuation is AT&T Inc.T,with a dividend yield of 7.18% and P/E of 9.2, followed by Pfizer Inc.PFE,with a yield of 4.50% and forward P/E of 10.3.","news_type":1,"symbols_score_info":{"LUMN":0.9,"DOW":0.9,"KMI":0.9,"AMCR":0.9,"MPC":0.9,"WMB":0.9,"IRM":0.9,"K":0.9,"LYB":0.9,"PSX":0.9,"PFE":0.9,"T":0.9,"SPG":0.9,"OKE":0.9,"IPG":0.9,"SLG":0.9,"O":0.9,"REG":0.9,"IP":0.9,"FRT":0.9,"VNO":0.9,"BXP":0.9}},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364349919,"gmtCreate":1614818280731,"gmtModify":1703481496077,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Bubble? ","listText":"Bubble? ","text":"Bubble?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/364349919","repostId":"1107788140","repostType":4,"repost":{"id":"1107788140","kind":"news","pubTimestamp":1614816795,"share":"https://www.laohu8.com/m/news/1107788140?lang=zh_CN&edition=full","pubTime":"2021-03-04 08:13","market":"us","language":"en","title":"Wall Street drops as high-flying tech stocks retreat<blockquote>随着飙升的科技股回落,华尔街下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107788140","media":"Reuters","summary":"(Reuters) - The Nasdaq ended sharply lower on Wednesday after investors sold high-flying technology ","content":"<p>(Reuters) - The Nasdaq ended sharply lower on Wednesday after investors sold high-flying technology shares and pivoted to sectors viewed as more likely to benefit from an economic recovery on the back of fiscal stimulus and vaccination programs.</p><p><blockquote>(路透社)-纳斯达克周三大幅收低,此前投资者抛售股价飙升的科技股,转向被视为更有可能从财政刺激和疫苗接种计划推动的经济复苏中受益的行业。</blockquote></p><p>Microsoft Corp, Apple Inc and Amazon.com Inc dropped more than 2%, weighing more than any other stocks on the S&P 500.</p><p><blockquote>微软公司、苹果公司和亚马逊公司跌幅超过2%,跌幅超过标普500任何其他股票。</blockquote></p><p>The S&P 500 financial and industrial sector indexes reached intra-day record highs. Most other S&P 500 sectors declined.</p><p><blockquote>标普500金融和工业板块指数创盘中历史新高。其他标普500板块多数下跌。</blockquote></p><p>“Today is the perfect encapsulation of the big theme we’ve been seeing in the past couple of months: The vaccine rollout is going well and the economy improving, and that is sending yields and rate expectations higher, which is hurting growth stocks,” said Baird investment strategist Ross Mayfield, in Louisville, Kentucky.</p><p><blockquote>“今天是我们过去几个月看到的大主题的完美概括:疫苗推出进展顺利,经济正在改善,这导致收益率和利率预期走高,这损害了成长型股票,”贝尔德投资策略师罗斯·梅菲尔德(Ross Mayfield)在肯塔基州路易斯维尔说道。</blockquote></p><p>The Dow Jones Industrial Average fell 0.39% to end at 31,270.09 points, while the S&P 500 lost 1.31% to 3,819.72.</p><p><blockquote>道琼斯工业平均指数下跌0.39%,收于31,270.09点;标普500下跌1.31%,收于3,819.72点。</blockquote></p><p>The Nasdaq Composite dropped 2.7% to 12,997.75. That left it at its lowest since early January and reduced its gain in 2021 to less than 1%.</p><p><blockquote>纳斯达克综合指数下跌2.7%,至12,997.75点。这使其处于1月初以来的最低水平,并使2021年的涨幅降至不到1%。</blockquote></p><p>The U.S. economic recovery continued at a modest pace over the first weeks of this year, with businesses optimistic about the months to come and demand for housing “robust,” but only slow improvement in the job market, the Federal Reserve reported.</p><p><blockquote>美联储报告称,今年头几周,美国经济继续温和复苏,企业对未来几个月持乐观态度,住房需求“强劲”,但就业市场改善缓慢。</blockquote></p><p>While the vaccine distribution is expected to help the economy, data showed U.S. private employers hired fewer workers than expected in February, suggesting the labor market was struggling to regain speed.</p><p><blockquote>虽然疫苗分发预计将有助于经济,但数据显示,美国私营雇主2月份雇用的工人少于预期,这表明劳动力市场正在努力恢复增长。</blockquote></p><p>Another report showed U.S. services industry activity unexpectedly slowed in February amid winter storms, while a measure of prices paid by companies for inputs surged to the highest level in nearly 12-1/2 years.</p><p><blockquote>另一份报告显示,由于冬季风暴,美国服务业活动在2月份意外放缓,而衡量企业为投入支付的价格的指标飙升至近12-1/2年来的最高水平。</blockquote></p><p>The U.S. 10-year Treasury yield ticked up to 1.47%, pressuring areas of the market with high valuations. It was still off last week’s peak of above 1.61% that roiled stock markets as investors bet on rising inflation.</p><p><blockquote>美国10年期国债收益率升至1.47%,给市场高估值领域带来压力。由于投资者押注通胀上升,该指数仍低于上周1.61%以上的峰值,该峰值扰乱了股市。</blockquote></p><p>Rising interest rates disproportionately hurt high-growth tech companies because investors value them based on earnings expected years into the future, and high interest rates hurt the value of future earnings more than the value of earnings made in the short term.</p><p><blockquote>利率上升对高增长科技公司的伤害尤其大,因为投资者根据未来几年的预期收益对它们进行估值,而高利率对未来收益价值的伤害大于短期收益价值。</blockquote></p><p>“There is a definite headwind for equity markets if yields go above the 1.5% level with most investors keeping an eye on the pace of yield growth,” said Michael Stritch, chief investment officer at BMO Wealth Management.</p><p><blockquote>BMO财富管理公司首席投资官迈克尔·斯特里奇(Michael Stritch)表示:“如果收益率超过1.5%的水平,股市肯定会面临阻力,因为大多数投资者都在关注收益率增长的步伐。”</blockquote></p><p>President Joe Biden’s proposed $1.9 trillion coronavirus relief bill would phase out $1,400 payments to high-income Americans in a compromise with moderate Democratic senators, according to lawmakers and media reports.</p><p><blockquote>据议员和媒体报道,乔·拜登总统提出的1.9万亿美元冠状病毒救助法案将逐步取消向高收入美国人支付1400美元,这是与温和派民主党参议员的妥协。</blockquote></p><p>Exxon Mobil Corp rose 0.8% after the oil major unveiled plans to grow dividends and curb spending with projections that were less bold than previous years.</p><p><blockquote>埃克森美孚公司(Exxon Mobil Corp)股价上涨0.8%,此前这家石油巨头公布了增加股息和抑制支出的计划,但预测不如往年大胆。</blockquote></p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.31-to-1 ratio; on Nasdaq, a 1.95-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.31比1;在纳斯达克,1.95比1的比率有利于下跌股。</blockquote></p><p>The S&P 500 posted 62 new 52-week highs and no new lows; the Nasdaq Composite recorded 284 new highs and 68 new lows.</p><p><blockquote>标普500创下62个52周新高,无新低;纳斯达克综合指数录得284个新高和68个新低。</blockquote></p><p>Volume on U.S. exchanges was 14 billion shares, compared with the 14.9 billion average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为140亿股,而过去20个交易日的平均成交量为149亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street drops as high-flying tech stocks retreat<blockquote>随着飙升的科技股回落,华尔街下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nWall Street drops as high-flying tech stocks retreat<blockquote>随着飙升的科技股回落,华尔街下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-03-04 08:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - The Nasdaq ended sharply lower on Wednesday after investors sold high-flying technology shares and pivoted to sectors viewed as more likely to benefit from an economic recovery on the back of fiscal stimulus and vaccination programs.</p><p><blockquote>(路透社)-纳斯达克周三大幅收低,此前投资者抛售股价飙升的科技股,转向被视为更有可能从财政刺激和疫苗接种计划推动的经济复苏中受益的行业。</blockquote></p><p>Microsoft Corp, Apple Inc and Amazon.com Inc dropped more than 2%, weighing more than any other stocks on the S&P 500.</p><p><blockquote>微软公司、苹果公司和亚马逊公司跌幅超过2%,跌幅超过标普500任何其他股票。</blockquote></p><p>The S&P 500 financial and industrial sector indexes reached intra-day record highs. Most other S&P 500 sectors declined.</p><p><blockquote>标普500金融和工业板块指数创盘中历史新高。其他标普500板块多数下跌。</blockquote></p><p>“Today is the perfect encapsulation of the big theme we’ve been seeing in the past couple of months: The vaccine rollout is going well and the economy improving, and that is sending yields and rate expectations higher, which is hurting growth stocks,” said Baird investment strategist Ross Mayfield, in Louisville, Kentucky.</p><p><blockquote>“今天是我们过去几个月看到的大主题的完美概括:疫苗推出进展顺利,经济正在改善,这导致收益率和利率预期走高,这损害了成长型股票,”贝尔德投资策略师罗斯·梅菲尔德(Ross Mayfield)在肯塔基州路易斯维尔说道。</blockquote></p><p>The Dow Jones Industrial Average fell 0.39% to end at 31,270.09 points, while the S&P 500 lost 1.31% to 3,819.72.</p><p><blockquote>道琼斯工业平均指数下跌0.39%,收于31,270.09点;标普500下跌1.31%,收于3,819.72点。</blockquote></p><p>The Nasdaq Composite dropped 2.7% to 12,997.75. That left it at its lowest since early January and reduced its gain in 2021 to less than 1%.</p><p><blockquote>纳斯达克综合指数下跌2.7%,至12,997.75点。这使其处于1月初以来的最低水平,并使2021年的涨幅降至不到1%。</blockquote></p><p>The U.S. economic recovery continued at a modest pace over the first weeks of this year, with businesses optimistic about the months to come and demand for housing “robust,” but only slow improvement in the job market, the Federal Reserve reported.</p><p><blockquote>美联储报告称,今年头几周,美国经济继续温和复苏,企业对未来几个月持乐观态度,住房需求“强劲”,但就业市场改善缓慢。</blockquote></p><p>While the vaccine distribution is expected to help the economy, data showed U.S. private employers hired fewer workers than expected in February, suggesting the labor market was struggling to regain speed.</p><p><blockquote>虽然疫苗分发预计将有助于经济,但数据显示,美国私营雇主2月份雇用的工人少于预期,这表明劳动力市场正在努力恢复增长。</blockquote></p><p>Another report showed U.S. services industry activity unexpectedly slowed in February amid winter storms, while a measure of prices paid by companies for inputs surged to the highest level in nearly 12-1/2 years.</p><p><blockquote>另一份报告显示,由于冬季风暴,美国服务业活动在2月份意外放缓,而衡量企业为投入支付的价格的指标飙升至近12-1/2年来的最高水平。</blockquote></p><p>The U.S. 10-year Treasury yield ticked up to 1.47%, pressuring areas of the market with high valuations. It was still off last week’s peak of above 1.61% that roiled stock markets as investors bet on rising inflation.</p><p><blockquote>美国10年期国债收益率升至1.47%,给市场高估值领域带来压力。由于投资者押注通胀上升,该指数仍低于上周1.61%以上的峰值,该峰值扰乱了股市。</blockquote></p><p>Rising interest rates disproportionately hurt high-growth tech companies because investors value them based on earnings expected years into the future, and high interest rates hurt the value of future earnings more than the value of earnings made in the short term.</p><p><blockquote>利率上升对高增长科技公司的伤害尤其大,因为投资者根据未来几年的预期收益对它们进行估值,而高利率对未来收益价值的伤害大于短期收益价值。</blockquote></p><p>“There is a definite headwind for equity markets if yields go above the 1.5% level with most investors keeping an eye on the pace of yield growth,” said Michael Stritch, chief investment officer at BMO Wealth Management.</p><p><blockquote>BMO财富管理公司首席投资官迈克尔·斯特里奇(Michael Stritch)表示:“如果收益率超过1.5%的水平,股市肯定会面临阻力,因为大多数投资者都在关注收益率增长的步伐。”</blockquote></p><p>President Joe Biden’s proposed $1.9 trillion coronavirus relief bill would phase out $1,400 payments to high-income Americans in a compromise with moderate Democratic senators, according to lawmakers and media reports.</p><p><blockquote>据议员和媒体报道,乔·拜登总统提出的1.9万亿美元冠状病毒救助法案将逐步取消向高收入美国人支付1400美元,这是与温和派民主党参议员的妥协。</blockquote></p><p>Exxon Mobil Corp rose 0.8% after the oil major unveiled plans to grow dividends and curb spending with projections that were less bold than previous years.</p><p><blockquote>埃克森美孚公司(Exxon Mobil Corp)股价上涨0.8%,此前这家石油巨头公布了增加股息和抑制支出的计划,但预测不如往年大胆。</blockquote></p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.31-to-1 ratio; on Nasdaq, a 1.95-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.31比1;在纳斯达克,1.95比1的比率有利于下跌股。</blockquote></p><p>The S&P 500 posted 62 new 52-week highs and no new lows; the Nasdaq Composite recorded 284 new highs and 68 new lows.</p><p><blockquote>标普500创下62个52周新高,无新低;纳斯达克综合指数录得284个新高和68个新低。</blockquote></p><p>Volume on U.S. exchanges was 14 billion shares, compared with the 14.9 billion average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为140亿股,而过去20个交易日的平均成交量为149亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/article/us-usa-stocks/wall-street-drops-as-high-flying-tech-stocks-retreat-idUSKBN2AV1EG\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://www.reuters.com/article/us-usa-stocks/wall-street-drops-as-high-flying-tech-stocks-retreat-idUSKBN2AV1EG","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107788140","content_text":"(Reuters) - The Nasdaq ended sharply lower on Wednesday after investors sold high-flying technology shares and pivoted to sectors viewed as more likely to benefit from an economic recovery on the back of fiscal stimulus and vaccination programs.Microsoft Corp, Apple Inc and Amazon.com Inc dropped more than 2%, weighing more than any other stocks on the S&P 500.The S&P 500 financial and industrial sector indexes reached intra-day record highs. Most other S&P 500 sectors declined.“Today is the perfect encapsulation of the big theme we’ve been seeing in the past couple of months: The vaccine rollout is going well and the economy improving, and that is sending yields and rate expectations higher, which is hurting growth stocks,” said Baird investment strategist Ross Mayfield, in Louisville, Kentucky.The Dow Jones Industrial Average fell 0.39% to end at 31,270.09 points, while the S&P 500 lost 1.31% to 3,819.72.The Nasdaq Composite dropped 2.7% to 12,997.75. That left it at its lowest since early January and reduced its gain in 2021 to less than 1%.The U.S. economic recovery continued at a modest pace over the first weeks of this year, with businesses optimistic about the months to come and demand for housing “robust,” but only slow improvement in the job market, the Federal Reserve reported.While the vaccine distribution is expected to help the economy, data showed U.S. private employers hired fewer workers than expected in February, suggesting the labor market was struggling to regain speed.Another report showed U.S. services industry activity unexpectedly slowed in February amid winter storms, while a measure of prices paid by companies for inputs surged to the highest level in nearly 12-1/2 years.The U.S. 10-year Treasury yield ticked up to 1.47%, pressuring areas of the market with high valuations. It was still off last week’s peak of above 1.61% that roiled stock markets as investors bet on rising inflation.Rising interest rates disproportionately hurt high-growth tech companies because investors value them based on earnings expected years into the future, and high interest rates hurt the value of future earnings more than the value of earnings made in the short term.“There is a definite headwind for equity markets if yields go above the 1.5% level with most investors keeping an eye on the pace of yield growth,” said Michael Stritch, chief investment officer at BMO Wealth Management.President Joe Biden’s proposed $1.9 trillion coronavirus relief bill would phase out $1,400 payments to high-income Americans in a compromise with moderate Democratic senators, according to lawmakers and media reports.Exxon Mobil Corp rose 0.8% after the oil major unveiled plans to grow dividends and curb spending with projections that were less bold than previous years.Declining issues outnumbered advancing ones on the NYSE by a 1.31-to-1 ratio; on Nasdaq, a 1.95-to-1 ratio favored decliners.The S&P 500 posted 62 new 52-week highs and no new lows; the Nasdaq Composite recorded 284 new highs and 68 new lows.Volume on U.S. exchanges was 14 billion shares, compared with the 14.9 billion average for the full session over the last 20 trading days.","news_type":1,"symbols_score_info":{"AAPL":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361667858,"gmtCreate":1614230018274,"gmtModify":1634550578220,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Gambateh Li","listText":"Gambateh Li","text":"Gambateh Li","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/361667858","repostId":"1144266648","repostType":4,"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603499535,"gmtCreate":1638436448168,"gmtModify":1638436448467,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603499535","repostId":"1138497635","repostType":2,"repost":{"id":"1138497635","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":1638436217,"share":"https://www.laohu8.com/m/news/1138497635?lang=zh_CN&edition=full","pubTime":"2021-12-02 17:10","market":"us","language":"en","title":"Moderna shares dipped more than 2% in premarket trading<blockquote>Moderna股价在盘前交易中下跌超过2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138497635","media":"Tiger Newspress","summary":"Moderna shares dipped more than 2% in premarket trading as it could be sued over vaccines as court u","content":"<p>Moderna shares dipped more than 2% in premarket trading as it could be sued over vaccines as court upholds Arbutus patents.</p><p><blockquote>Moderna股价在盘前交易中下跌超过2%,因为法院支持杨梅专利,该公司可能会因疫苗问题被起诉。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c4b23d228b24ede7e56c373ea5ecd787\" tg-width=\"853\" tg-height=\"622\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Moderna Inc could face a patent infringement lawsuit over its COVID-19 vaccine after a federal appeals court on Wednesday rejected its challenge to patents belonging to Arbutus Biopharma Corp.</p><p><blockquote>Moderna Inc可能因其COVID-19疫苗面临专利侵权诉讼,此前联邦上诉法院周三驳回了其对Arbutus Biopharma Corp.专利的质疑。</blockquote></p><p> The Federal Circuit U.S. Court of Appeals let stand an administrative panel's findings that Arbutus' patents - which may cover technology used in the vaccines - are valid, as the science involved was not previously known.</p><p><blockquote>美国联邦巡回上诉法院维持了行政小组的调查结果,即Arbutus的专利(可能涵盖疫苗中使用的技术)是有效的,因为所涉及的科学此前并不为人所知。</blockquote></p><p> Moderna previously said in court filings that it believes Arbutus could bring a lawsuit demanding royalties from its COVID-19 vaccine if the patents were upheld.</p><p><blockquote>Moderna此前在法庭文件中表示,如果专利得到维持,它认为Arbutus可能会提起诉讼,要求其COVID-19疫苗支付特许权使用费。</blockquote></p><p> The company last month forecast 2021 sales of between $15 billion and $18 billion, and 2022 sales of between $17 billion and $22 billion, for its COVID-19 vaccine.</p><p><blockquote>该公司上个月预测其COVID-19疫苗2021年的销售额将在150亿美元至180亿美元之间,2022年的销售额将在170亿美元至220亿美元之间。</blockquote></p><p> Jefferies analyst Dennis Ding said an infringement lawsuit was possible, but could drag for years, adding that Arbutus will likely settle for a small royalty.</p><p><blockquote>杰富瑞(Jefferies)分析师丹尼斯·丁(Dennis Ding)表示,侵权诉讼是可能的,但可能会持续数年,并补充说,Arbutus可能会满足于收取少量特许权使用费。</blockquote></p><p> \"When you're thinking about the revenue opportunity from the vaccine, so just like $10 (billion) to $20 billion annually, a small low-single-digit royalty is immaterial to Moderna,\" he said.</p><p><blockquote>“当你考虑疫苗的收入机会时,就像每年100亿至200亿美元一样,少量的低个位数特许权使用费对Moderna来说并不重要,”他说。</blockquote></p><p> Both patents in question involve the so-called lipid nanoparticles that enclose the genetic material, known as messenger RNA (mRNA), in the vaccine. The technology could prove useful in developing future mRNA-based vaccines against other illnesses as well.</p><p><blockquote>这两项专利都涉及所谓的脂质纳米颗粒,这些纳米颗粒包裹着疫苗中称为信使RNA(mRNA)的遗传物质。该技术也可能有助于开发未来基于mRNA的针对其他疾病的疫苗。</blockquote></p><p> Moderna initially challenged the patents before the U.S. Patent Trial and Appeal Board, part of the federal patent office. The board agreed with Moderna that some portions of one of the patents were invalid but otherwise sided with Arbutus, and the Federal Circuit upheld its findings.</p><p><blockquote>Moderna最初向联邦专利局下属的美国专利审判和上诉委员会对这些专利提出质疑。委员会同意Moderna的观点,即其中一项专利的某些部分无效,但在其他方面站在Arbutus一边,联邦巡回法院支持其调查结果。</blockquote></p><p> The patents are licensed to Genevant Sciences Inc, a company launched in 2018 by Arbutus and Roivant Sciences Ltd. Roivant owns about 80% of Genevant and Arbutus owns the remainder.</p><p><blockquote>这些专利被授权给Genevant Sciences Inc,该公司由Arbutus和Roivant Sciences Ltd于2018年成立。Roivant拥有Genevant约80%的股份,Arbutus拥有其余股份。</blockquote></p><p> Moderna is also embroiled in a months-long patent conflict over its COVID-19 vaccine with the U.S. National Institutes of Health (NIH).</p><p><blockquote>Moderna还卷入了与美国国立卫生研究院(NIH)长达数月的COVID-19疫苗专利冲突。</blockquote></p><p> NIH has asserted that three of its scientists helped design the genetic sequence used in Moderna's multibillion-dollar vaccine and should be named on the patent application, a claim the company disagrees with.</p><p><blockquote>NIH声称,其三名科学家帮助设计了Moderna价值数十亿美元的疫苗中使用的基因序列,应该在专利申请中命名,但该公司不同意这一说法。</blockquote></p><p> The company maintains that the mRNA sequence in the company's vaccine was selected exclusively by Moderna's scientists, and without input of NIH scientists.</p><p><blockquote>该公司坚称,该公司疫苗中的mRNA序列完全由Moderna的科学家选择,没有NIH科学家的参与。</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>Moderna shares dipped more than 2% in premarket trading<blockquote>Moderna股价在盘前交易中下跌超过2%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna shares dipped more than 2% in premarket trading<blockquote>Moderna股价在盘前交易中下跌超过2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-02 17:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Moderna shares dipped more than 2% in premarket trading as it could be sued over vaccines as court upholds Arbutus patents.</p><p><blockquote>Moderna股价在盘前交易中下跌超过2%,因为法院支持杨梅专利,该公司可能会因疫苗问题被起诉。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c4b23d228b24ede7e56c373ea5ecd787\" tg-width=\"853\" tg-height=\"622\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Moderna Inc could face a patent infringement lawsuit over its COVID-19 vaccine after a federal appeals court on Wednesday rejected its challenge to patents belonging to Arbutus Biopharma Corp.</p><p><blockquote>Moderna Inc可能因其COVID-19疫苗面临专利侵权诉讼,此前联邦上诉法院周三驳回了其对Arbutus Biopharma Corp.专利的质疑。</blockquote></p><p> The Federal Circuit U.S. Court of Appeals let stand an administrative panel's findings that Arbutus' patents - which may cover technology used in the vaccines - are valid, as the science involved was not previously known.</p><p><blockquote>美国联邦巡回上诉法院维持了行政小组的调查结果,即Arbutus的专利(可能涵盖疫苗中使用的技术)是有效的,因为所涉及的科学此前并不为人所知。</blockquote></p><p> Moderna previously said in court filings that it believes Arbutus could bring a lawsuit demanding royalties from its COVID-19 vaccine if the patents were upheld.</p><p><blockquote>Moderna此前在法庭文件中表示,如果专利得到维持,它认为Arbutus可能会提起诉讼,要求其COVID-19疫苗支付特许权使用费。</blockquote></p><p> The company last month forecast 2021 sales of between $15 billion and $18 billion, and 2022 sales of between $17 billion and $22 billion, for its COVID-19 vaccine.</p><p><blockquote>该公司上个月预测其COVID-19疫苗2021年的销售额将在150亿美元至180亿美元之间,2022年的销售额将在170亿美元至220亿美元之间。</blockquote></p><p> Jefferies analyst Dennis Ding said an infringement lawsuit was possible, but could drag for years, adding that Arbutus will likely settle for a small royalty.</p><p><blockquote>杰富瑞(Jefferies)分析师丹尼斯·丁(Dennis Ding)表示,侵权诉讼是可能的,但可能会持续数年,并补充说,Arbutus可能会满足于收取少量特许权使用费。</blockquote></p><p> \"When you're thinking about the revenue opportunity from the vaccine, so just like $10 (billion) to $20 billion annually, a small low-single-digit royalty is immaterial to Moderna,\" he said.</p><p><blockquote>“当你考虑疫苗的收入机会时,就像每年100亿至200亿美元一样,少量的低个位数特许权使用费对Moderna来说并不重要,”他说。</blockquote></p><p> Both patents in question involve the so-called lipid nanoparticles that enclose the genetic material, known as messenger RNA (mRNA), in the vaccine. The technology could prove useful in developing future mRNA-based vaccines against other illnesses as well.</p><p><blockquote>这两项专利都涉及所谓的脂质纳米颗粒,这些纳米颗粒包裹着疫苗中称为信使RNA(mRNA)的遗传物质。该技术也可能有助于开发未来基于mRNA的针对其他疾病的疫苗。</blockquote></p><p> Moderna initially challenged the patents before the U.S. Patent Trial and Appeal Board, part of the federal patent office. The board agreed with Moderna that some portions of one of the patents were invalid but otherwise sided with Arbutus, and the Federal Circuit upheld its findings.</p><p><blockquote>Moderna最初向联邦专利局下属的美国专利审判和上诉委员会对这些专利提出质疑。委员会同意Moderna的观点,即其中一项专利的某些部分无效,但在其他方面站在Arbutus一边,联邦巡回法院支持其调查结果。</blockquote></p><p> The patents are licensed to Genevant Sciences Inc, a company launched in 2018 by Arbutus and Roivant Sciences Ltd. Roivant owns about 80% of Genevant and Arbutus owns the remainder.</p><p><blockquote>这些专利被授权给Genevant Sciences Inc,该公司由Arbutus和Roivant Sciences Ltd于2018年成立。Roivant拥有Genevant约80%的股份,Arbutus拥有其余股份。</blockquote></p><p> Moderna is also embroiled in a months-long patent conflict over its COVID-19 vaccine with the U.S. National Institutes of Health (NIH).</p><p><blockquote>Moderna还卷入了与美国国立卫生研究院(NIH)长达数月的COVID-19疫苗专利冲突。</blockquote></p><p> NIH has asserted that three of its scientists helped design the genetic sequence used in Moderna's multibillion-dollar vaccine and should be named on the patent application, a claim the company disagrees with.</p><p><blockquote>NIH声称,其三名科学家帮助设计了Moderna价值数十亿美元的疫苗中使用的基因序列,应该在专利申请中命名,但该公司不同意这一说法。</blockquote></p><p> The company maintains that the mRNA sequence in the company's vaccine was selected exclusively by Moderna's scientists, and without input of NIH scientists.</p><p><blockquote>该公司坚称,该公司疫苗中的mRNA序列完全由Moderna的科学家选择,没有NIH科学家的参与。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138497635","content_text":"Moderna shares dipped more than 2% in premarket trading as it could be sued over vaccines as court upholds Arbutus patents.\n\nModerna Inc could face a patent infringement lawsuit over its COVID-19 vaccine after a federal appeals court on Wednesday rejected its challenge to patents belonging to Arbutus Biopharma Corp.\nThe Federal Circuit U.S. Court of Appeals let stand an administrative panel's findings that Arbutus' patents - which may cover technology used in the vaccines - are valid, as the science involved was not previously known.\nModerna previously said in court filings that it believes Arbutus could bring a lawsuit demanding royalties from its COVID-19 vaccine if the patents were upheld.\nThe company last month forecast 2021 sales of between $15 billion and $18 billion, and 2022 sales of between $17 billion and $22 billion, for its COVID-19 vaccine.\nJefferies analyst Dennis Ding said an infringement lawsuit was possible, but could drag for years, adding that Arbutus will likely settle for a small royalty.\n\"When you're thinking about the revenue opportunity from the vaccine, so just like $10 (billion) to $20 billion annually, a small low-single-digit royalty is immaterial to Moderna,\" he said.\nBoth patents in question involve the so-called lipid nanoparticles that enclose the genetic material, known as messenger RNA (mRNA), in the vaccine. The technology could prove useful in developing future mRNA-based vaccines against other illnesses as well.\nModerna initially challenged the patents before the U.S. Patent Trial and Appeal Board, part of the federal patent office. The board agreed with Moderna that some portions of one of the patents were invalid but otherwise sided with Arbutus, and the Federal Circuit upheld its findings.\nThe patents are licensed to Genevant Sciences Inc, a company launched in 2018 by Arbutus and Roivant Sciences Ltd. Roivant owns about 80% of Genevant and Arbutus owns the remainder.\nModerna is also embroiled in a months-long patent conflict over its COVID-19 vaccine with the U.S. National Institutes of Health (NIH).\nNIH has asserted that three of its scientists helped design the genetic sequence used in Moderna's multibillion-dollar vaccine and should be named on the patent application, a claim the company disagrees with.\nThe company maintains that the mRNA sequence in the company's vaccine was selected exclusively by Moderna's scientists, and without input of NIH scientists.","news_type":1,"symbols_score_info":{"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":149454957,"gmtCreate":1625745442479,"gmtModify":1631891351116,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/149454957","repostId":"2149342857","repostType":4,"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325115312,"gmtCreate":1615874680536,"gmtModify":1703494310328,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Haha","listText":"Haha","text":"Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325115312","repostId":"1130756379","repostType":4,"repost":{"id":"1130756379","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1615874416,"share":"https://www.laohu8.com/m/news/1130756379?lang=zh_CN&edition=full","pubTime":"2021-03-16 14:00","market":"us","language":"en","title":"Xpeng CEO Bought Shares In Rival Nio During 2019 Low<blockquote>小鹏汽车首席执行官在2019年低点购买了竞争对手蔚来的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130756379","media":"Benzinga","summary":"Chinese electric vehicle maker Xpeng Inc.’s CEO He Xiaopeng said he bought shares in rival startup N","content":"<p>Chinese electric vehicle maker <b>Xpeng Inc.’s</b> CEO He Xiaopeng said he bought shares in rival startup <b>Nio Limited</b> during the latter’s toughest time in 2019, cnEVpost reported Monday.</p><p><blockquote>中国电动汽车制造商<b>小鹏汽车的</b>首席执行官何小鹏表示,他购买了竞争对手初创公司的股票<b>蔚来有限公司</b>据cnEVpost周一报道,在后者2019年最艰难的时期。</blockquote></p><p> <b>What Happened:</b>The report quoted Xiaopeng as saying in an interview with CCTV that he purchased Nio stock in 2019 despite the opposition of his friends. The CEO also said he invested a total of $300 million in Xpeng at that time. cnEV post is a China-focused EV website.</p><p><blockquote><b>发生了什么:</b>报道援引小鹏在接受央视采访时表示,他在2019年不顾朋友的反对购买了蔚来股票。这位首席执行官还表示,他当时向小鹏汽车总共投资了3亿美元。cnEV post是一个专注于中国的电动汽车网站。</blockquote></p><p> Xiaopeng reportedly said he backed Nio because the failure of companies like Xpeng and Nio would create a big problem for the group of electric car companies in China.</p><p><blockquote>据报道,小鹏汽车表示,他支持蔚来,因为小鹏汽车和蔚来等公司的失败将给中国电动汽车公司集团带来大问题。</blockquote></p><p> Shares of Nio had fallen to as low as $1.19 in 2019, the worst year for the company, but rebounded in 2020 and rose to as high as about $67. Xiaopeng and others who invested in Nio in 2019 also gained massively from the company’s stock surge.</p><p><blockquote>蔚来股价在2019年跌至1.19美元,这是该公司表现最差的一年,但在2020年反弹并升至约67美元。2019年投资蔚来的小鹏和其他公司也从该公司股价飙升中受益匪浅。</blockquote></p><p> Nio unveiled its first-ever sedan, named ET7, at the Nio Day event held in January this year. The company is taking aim at high-end competitors with the technology, performance and user experience features it announced.</p><p><blockquote>蔚来在今年1月举行的蔚来日活动上推出了其首款轿车ET7。该公司正以其宣布的技术、性能和用户体验功能瞄准高端竞争对手。</blockquote></p><p> <b>Why It Matters:</b>Homebred Chinese companies such as Xpeng, Nio and <b>Li Auto Inc.</b> as well as U.S.-based <b>Tesla Inc.</b> are vying for a piece of the lucrative Chinese EV market,which is the world’s largest.</p><p><blockquote><b>为什么重要:</b>小鹏、蔚来等中国本土企业<b>理想汽车公司。</b>以及总部位于美国的<b>特斯拉公司。</b>正在争夺利润丰厚的中国电动汽车市场的份额,这是全球最大的电动汽车市场。</blockquote></p><p> Tesla Inc’s Model 3 and Model Y were among the top vehicles by sales in China in February, according to data released by China Passenger Car Association.</p><p><blockquote>中国乘用车协会发布的数据显示,特斯拉公司的Model 3和Model Y是2月份在中国销量排名靠前的汽车。</blockquote></p><p> Chinese companies, including Nio, Li Auto and Xpeng, are now working on developing new electric vehicle technologies, including ultra-fast charging, next-generation computing platforms and autonomous driving technologies.</p><p><blockquote>包括蔚来、理想汽车和小鹏汽车在内的中国公司目前正在致力于开发新的电动汽车技术,包括超快速充电、下一代计算平台和自动驾驶技术。</blockquote></p><p> Nio has also introduced innovative schemes such as Battery-as-a-Service and Autonomous Driving-as-a-Service that reduce costs for customers.</p><p><blockquote>蔚来还推出了电池即服务和自动驾驶即服务等创新计划,为客户降低成本。</blockquote></p><p> <b>Price Action:</b>Xpeng shares closed 0.6% higher on Monday at $35.37, but declined almost 0.3% in the after-hours session. Nio shares closed 1.3% lower at $44.93 and further declined almost 0.8% in the after-hours session.</p><p><blockquote><b>价格走势:</b>小鹏汽车股价周一收盘上涨0.6%,至35.37美元,但盘后交易中下跌近0.3%。蔚来股价收盘下跌1.3%,至44.93美元,盘后交易中进一步下跌近0.8%。</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>Xpeng CEO Bought Shares In Rival Nio During 2019 Low<blockquote>小鹏汽车首席执行官在2019年低点购买了竞争对手蔚来的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXpeng CEO Bought Shares In Rival Nio During 2019 Low<blockquote>小鹏汽车首席执行官在2019年低点购买了竞争对手蔚来的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-03-16 14:00</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Chinese electric vehicle maker <b>Xpeng Inc.’s</b> CEO He Xiaopeng said he bought shares in rival startup <b>Nio Limited</b> during the latter’s toughest time in 2019, cnEVpost reported Monday.</p><p><blockquote>中国电动汽车制造商<b>小鹏汽车的</b>首席执行官何小鹏表示,他购买了竞争对手初创公司的股票<b>蔚来有限公司</b>据cnEVpost周一报道,在后者2019年最艰难的时期。</blockquote></p><p> <b>What Happened:</b>The report quoted Xiaopeng as saying in an interview with CCTV that he purchased Nio stock in 2019 despite the opposition of his friends. The CEO also said he invested a total of $300 million in Xpeng at that time. cnEV post is a China-focused EV website.</p><p><blockquote><b>发生了什么:</b>报道援引小鹏在接受央视采访时表示,他在2019年不顾朋友的反对购买了蔚来股票。这位首席执行官还表示,他当时向小鹏汽车总共投资了3亿美元。cnEV post是一个专注于中国的电动汽车网站。</blockquote></p><p> Xiaopeng reportedly said he backed Nio because the failure of companies like Xpeng and Nio would create a big problem for the group of electric car companies in China.</p><p><blockquote>据报道,小鹏汽车表示,他支持蔚来,因为小鹏汽车和蔚来等公司的失败将给中国电动汽车公司集团带来大问题。</blockquote></p><p> Shares of Nio had fallen to as low as $1.19 in 2019, the worst year for the company, but rebounded in 2020 and rose to as high as about $67. Xiaopeng and others who invested in Nio in 2019 also gained massively from the company’s stock surge.</p><p><blockquote>蔚来股价在2019年跌至1.19美元,这是该公司表现最差的一年,但在2020年反弹并升至约67美元。2019年投资蔚来的小鹏和其他公司也从该公司股价飙升中受益匪浅。</blockquote></p><p> Nio unveiled its first-ever sedan, named ET7, at the Nio Day event held in January this year. The company is taking aim at high-end competitors with the technology, performance and user experience features it announced.</p><p><blockquote>蔚来在今年1月举行的蔚来日活动上推出了其首款轿车ET7。该公司正以其宣布的技术、性能和用户体验功能瞄准高端竞争对手。</blockquote></p><p> <b>Why It Matters:</b>Homebred Chinese companies such as Xpeng, Nio and <b>Li Auto Inc.</b> as well as U.S.-based <b>Tesla Inc.</b> are vying for a piece of the lucrative Chinese EV market,which is the world’s largest.</p><p><blockquote><b>为什么重要:</b>小鹏、蔚来等中国本土企业<b>理想汽车公司。</b>以及总部位于美国的<b>特斯拉公司。</b>正在争夺利润丰厚的中国电动汽车市场的份额,这是全球最大的电动汽车市场。</blockquote></p><p> Tesla Inc’s Model 3 and Model Y were among the top vehicles by sales in China in February, according to data released by China Passenger Car Association.</p><p><blockquote>中国乘用车协会发布的数据显示,特斯拉公司的Model 3和Model Y是2月份在中国销量排名靠前的汽车。</blockquote></p><p> Chinese companies, including Nio, Li Auto and Xpeng, are now working on developing new electric vehicle technologies, including ultra-fast charging, next-generation computing platforms and autonomous driving technologies.</p><p><blockquote>包括蔚来、理想汽车和小鹏汽车在内的中国公司目前正在致力于开发新的电动汽车技术,包括超快速充电、下一代计算平台和自动驾驶技术。</blockquote></p><p> Nio has also introduced innovative schemes such as Battery-as-a-Service and Autonomous Driving-as-a-Service that reduce costs for customers.</p><p><blockquote>蔚来还推出了电池即服务和自动驾驶即服务等创新计划,为客户降低成本。</blockquote></p><p> <b>Price Action:</b>Xpeng shares closed 0.6% higher on Monday at $35.37, but declined almost 0.3% in the after-hours session. Nio shares closed 1.3% lower at $44.93 and further declined almost 0.8% in the after-hours session.</p><p><blockquote><b>价格走势:</b>小鹏汽车股价周一收盘上涨0.6%,至35.37美元,但盘后交易中下跌近0.3%。蔚来股价收盘下跌1.3%,至44.93美元,盘后交易中进一步下跌近0.8%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130756379","content_text":"Chinese electric vehicle maker Xpeng Inc.’s CEO He Xiaopeng said he bought shares in rival startup Nio Limited during the latter’s toughest time in 2019, cnEVpost reported Monday.\nWhat Happened:The report quoted Xiaopeng as saying in an interview with CCTV that he purchased Nio stock in 2019 despite the opposition of his friends. The CEO also said he invested a total of $300 million in Xpeng at that time. cnEV post is a China-focused EV website.\nXiaopeng reportedly said he backed Nio because the failure of companies like Xpeng and Nio would create a big problem for the group of electric car companies in China.\nShares of Nio had fallen to as low as $1.19 in 2019, the worst year for the company, but rebounded in 2020 and rose to as high as about $67. Xiaopeng and others who invested in Nio in 2019 also gained massively from the company’s stock surge.\nNio unveiled its first-ever sedan, named ET7, at the Nio Day event held in January this year. The company is taking aim at high-end competitors with the technology, performance and user experience features it announced.\nWhy It Matters:Homebred Chinese companies such as Xpeng, Nio and Li Auto Inc. as well as U.S.-based Tesla Inc. are vying for a piece of the lucrative Chinese EV market,which is the world’s largest.\nTesla Inc’s Model 3 and Model Y were among the top vehicles by sales in China in February, according to data released by China Passenger Car Association.\nChinese companies, including Nio, Li Auto and Xpeng, are now working on developing new electric vehicle technologies, including ultra-fast charging, next-generation computing platforms and autonomous driving technologies.\nNio has also introduced innovative schemes such as Battery-as-a-Service and Autonomous Driving-as-a-Service that reduce costs for customers.\nPrice Action:Xpeng shares closed 0.6% higher on Monday at $35.37, but declined almost 0.3% in the after-hours session. Nio shares closed 1.3% lower at $44.93 and further declined almost 0.8% in the after-hours session.","news_type":1,"symbols_score_info":{"NIO":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369603956,"gmtCreate":1614036283875,"gmtModify":1634551481110,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/369603956","repostId":"1100241886","repostType":4,"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164128870,"gmtCreate":1624182828790,"gmtModify":1631891351118,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164128870","repostId":"1199331995","repostType":4,"isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322042251,"gmtCreate":1615759253773,"gmtModify":1703492526107,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"???? ","listText":"???? ","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/322042251","repostId":"1175382688","repostType":4,"repost":{"id":"1175382688","kind":"news","pubTimestamp":1615539427,"share":"https://www.laohu8.com/m/news/1175382688?lang=zh_CN&edition=full","pubTime":"2021-03-12 16:57","market":"us","language":"en","title":"The stock market is behaving in mysterious ways — is it bullish, bearish or something else?<blockquote>股市正以神秘的方式表现——是看涨、看跌还是其他?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175382688","media":"MarketWatch","summary":"The “stodgy” side of the market is leading, while volatility is unusually high.\nThe stock market is ","content":"<p>The “stodgy” side of the market is leading, while volatility is unusually high.</p><p><blockquote>市场“乏味”的一面处于领先地位,而波动性异常高。</blockquote></p><p> The stock market is doing something unusual, especially in these volatile times: It’s being led by the “old” and “stodgy” stocks of the Dow Jones Industrial Average.</p><p><blockquote>股市正在做一些不寻常的事情,尤其是在这个动荡的时期:它由道琼斯工业平均指数中“老”和“乏味”的股票引领。</blockquote></p><p> The Dow has hit record highs for three days, up about 1,400 points in the past four trading days to over 32,000. No other major index has followed along, although the S&P 500 and the Russell 2000 are not far away from new all-time highs of their own. The Nasdaq is lagging.</p><p><blockquote>道指已连续三天创下历史新高,过去四个交易日上涨约1400点,至32,000点上方。没有其他主要指数紧随其后,尽管标普500和罗素2000指数距离自己的历史新高也不远。纳斯达克落后了。</blockquote></p><p> So, is this bullish, bearish or indifferent? It probably depends on the situation, but there is an old saying that when the generals are leading the advance, it’s not a good sign for the stock market.</p><p><blockquote>那么,这是看涨、看跌还是无动于衷?这可能取决于情况,但有一句老话,当将军们领先时,这对股市来说不是一个好兆头。</blockquote></p><p> That saying refers to a time when General Electric,General Motors and other “generals” were the mainstays of the Dow, so you can see how old it is. It is really just a way of saying that when the majority of stocks are weakening and<i>not</i>making new highs, it’s not a good sign when only 30 stocks are leading the way.</p><p><blockquote>这句话指的是通用电气、通用汽车和其他“将军”是道琼斯指数的中流砥柱的时期,所以你可以看到它有多老。这实际上只是一种说法,当大多数股票都在疲软和<i>不</i>创出新高,当只有30只股票领先时,这并不是一个好兆头。</blockquote></p><p> <b>Institutional investors pile into stocks</b></p><p><blockquote><b>机构投资者涌入股票</b></blockquote></p><p> We have different (hopefully better) ways of measuring divergence these days — specifically,<i>cumulative</i>breadth indicators, new highs vs. new lows, etc., so we don’t have to “stretch” to draw a conclusion about the Dow today.</p><p><blockquote>如今,我们有不同的(希望更好的)方法来衡量分歧——具体来说,<i>积累的</i>广度指标、新高vs新低等,所以我们不必“拉长”就能对今天的道指下结论。</blockquote></p><p> I <i>will</i> say that the buyers of these Dow stocks are not the Robinhood crowd but are the “big boys” — institutional investors — and they are piling in like mad.</p><p><blockquote>我<i>将会</i>假设这些道琼斯指数股票的买家不是罗宾汉人群,而是“大男孩”——机构投资者——他们正在疯狂涌入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1ff6c28bda1e0871bca1038e3ff2794f\" tg-width=\"922\" tg-height=\"694\"></p><p><blockquote></blockquote></p><p> In any case, we usually use the S&P 500 as the measure of the broad stock market. The index is being dragged somewhat higher by the Dow stocks, as they are all big components of the S&P 500. Even so, the S&P 500 continues to run into resistance in the same area: 3,870 to 3,950 points.</p><p><blockquote>无论如何,我们通常用标普500来衡量整个股市。该指数被道琼斯指数拉高,因为它们都是标普500的重要组成部分。即便如此,标普500继续在同一区域遇到阻力:3870至3950点。</blockquote></p><p> A move above 3,950 — it’s close today — would be a new all-time high and bullish, requiring a “reset” of all the indicators.</p><p><blockquote>突破3,950点(今天接近)将是一个新的历史高点和看涨,需要“重置”所有指标。</blockquote></p><p> Lacking that, the bears still have a chance to gain some leverage. It would not be surprising to see the S&P 500 remain in the broad trading range of 3,630 to 3,950. There is also support within that range, in the 3,700-3,725 area, where the S&P 500 bottomed out in both late January and early March. A move below 3,630 would be extremely bearish.</p><p><blockquote>如果没有这一点,空头仍然有机会获得一些杠杆。看到标普500保持在3,630至3,950的广泛交易区间并不奇怪。在该区间内也有支撑,在3,700-3,725区域,标普500在1月底和3月初都见底。跌破3,630将是极其看跌的。</blockquote></p><p> <b>Volatility off the charts</b></p><p><blockquote><b>波动性爆表</b></blockquote></p><p> Finally, it should be noted that intraday volatility has been very extreme in the past couple of weeks. The Market Insight segment of this newsletter has some views on that subject.</p><p><blockquote>最后,应该指出的是,过去几周盘中波动非常剧烈。这份时事通讯的市场洞察部分对这个主题有一些看法。</blockquote></p><p> Equity-only put-call ratios are moving steadily higher and that puts them solidly on sell signals. Even so, they are still at very low levels on their charts, meaning that they are overbought. They are trying to work off this overbought condition, which will eventually lead to a healthier market. But they have plenty of room to move higher and will remain on these sell signals as long as they are rising.</p><p><blockquote>仅股票的看跌看涨期权比率正在稳步上升,这使它们坚定地发出卖出信号。即便如此,它们在图表上仍然处于非常低的水平,这意味着它们已经超买。他们正试图摆脱这种超买状态,这最终将导致一个更健康的市场。但他们有足够的空间走高,只要价格上涨,他们就会保持这些卖出信号。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7846c518e23ce749856330f13a70330e\" tg-width=\"920\" tg-height=\"694\"><img src=\"https://static.tigerbbs.com/a906c4724fbba47f1f91965cf90a4f39\" tg-width=\"920\" tg-height=\"690\"></p><p><blockquote></blockquote></p><p> Market breadth has improved tremendously over the past four trading days. At the market’s recent lows March 4, “stocks only” breadth had descended into a true oversold condition. Thus, the improvement in breadth this week has produced a solid buy signal. Both breadth oscillators are now back into modestly overbought territory (and on buy signals). The<i>cumulative</i>breadth indicators are improving but have not recovered enough to reach new all-time highs.</p><p><blockquote>在过去的四个交易日里,市场广度有了巨大的改善。在3月4日市场的近期低点,“仅股票”广度已经陷入真正的超卖状态。因此,本周广度的改善产生了一个坚实的买入信号。两个宽度振荡器现在都回到了适度超买的区域(并且是买入信号)。The<i>积累的</i>广度指标正在改善,但尚未恢复到足以达到历史新高的程度。</blockquote></p><p> New 52-week highs vs. new 52-week lows remains a bullish indicator. There was a close call about a week ago, when the NYSE data almost produced a sell signal. But it did not, and now the number of new lows on the NYSE has descended back into single digits, while the number of new highs is exploding on this rally.</p><p><blockquote>52周新高vs 52周新低仍是看涨指标,大约一周前曾出现过接近看涨期权,当时纽交所数据几乎产生卖出信号。但事实并非如此,现在纽约证券交易所的新低数量已回落至个位数,而新高数量在这次反弹中呈爆炸式增长。</blockquote></p><p> Volatility remains high, as VIX continues to trade well above 20. The VIX “spike peak” buy signal of March 4 remains in place and will continue to do so until early April, unless it is stopped out by VIX spiking higher once again. VIX is back below its 200-day moving average. Also, the 20-day moving average is below the 200-day. Thus, the trend of VIX remains downward, and that is bullish for stocks too.</p><p><blockquote>波动性仍然很高,VIX继续远高于20。3月4日的VIX“峰值”买入信号仍然存在,并将持续到4月初,除非它被VIX再次飙升所阻止。VIX回到200日移动均线下方。此外,20日移动平均线低于200日移动平均线。因此,VIX的趋势仍然向下,这对股市也有利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d81c77cbb812456c7d2d68174489bc29\" tg-width=\"920\" tg-height=\"690\"></p><p><blockquote></blockquote></p><p> The construct of volatility derivatives has remained solidly bullish for some time. In the last couple of weeks, when other indicators were (are) weakening, this construct — along with the “new highs vs. new lows” indicator — remained the bulls’ best friend.</p><p><blockquote>一段时间以来,波动性衍生品的结构一直保持坚定看涨。在过去几周,当其他指标走弱时,这一结构以及“新高与新低”指标仍然是多头最好的朋友。</blockquote></p><p></p><p> The April VIX futures are now trading with a large premium over the March VIX futures. As long as that remains the case, it is a bullish sign for stocks. The March futures expire next week — on March16 — so the “torch” will pass to April as the front month.</p><p><blockquote>4月VIX期货目前的交易价格较3月VIX期货大幅溢价。只要情况仍然如此,这对股市来说就是一个看涨信号。3月份期货将于下周(3月16日)到期,因此“火炬”将传递到4月份。</blockquote></p><p> At that time, we will begin looking at the relationship between April and May futures. It is bullish as well, as May futures are trading about 1.50 over the price of April futures. The term structure of the CBOE Volatility Indices slopes upward, too. All of these are currently bullish signs for stocks.</p><p><blockquote>届时,我们将开始看4月和5月期货之间的关系。这也是看涨的,因为5月份期货的交易价格比4月份期货的价格高出约1.50。芝加哥期权交易所波动率指数的期限结构也向上倾斜。所有这些目前都是股市看涨的迹象。</blockquote></p><p> In summary, the S&P 500 is still running into resistance and, as long as that is the case, there is a chance that it’s still in its trading range and could retest the lows of the range. A breakout above 3,950 would be bullish (and likewise, a breakdown<i>below</i>3,630 would be bearish).</p><p><blockquote>总而言之,标普500仍在遇到阻力,只要是这种情况,它就有可能仍处于交易区间,并可能重新测试该区间的低点。突破3,950点将是看涨的(同样,突破<i>以下</i>3,630将是看跌的)。</blockquote></p><p> <b>Market Insight: Intraday volatility explodes</b></p><p><blockquote><b>市场洞察:盘中波动爆发</b></blockquote></p><p> Over the past 12 trading days, intraday volatility has been extreme in the major averages. That is unusual in a market that is moving sideways or even up. Yes, in a bear market, such as we saw a year ago, extreme volatility is to be expected. But over these past 12 days, the S&P 500 is up 22 points — not much, but up nonetheless.</p><p><blockquote>在过去的12个交易日中,主要平均指数的盘中波动非常剧烈。这在横盘整理甚至上涨的市场中是不寻常的。是的,在熊市中,就像我们一年前看到的那样,极端的波动是可以预料的。但在过去的12天里,标普500上涨了22点——虽然不多,但还是上涨了。</blockquote></p><p> However, the average true range is 80 points per day. “True range” measures not just the trading day’s difference between its high and its low, but if the market gapped higher, for example, it includes that gap.</p><p><blockquote>然而,平均真实范围是每天80点。“真实区间”不仅衡量交易日高点和低点之间的差异,例如,如果市场跳空走高,它也包括该跳空。</blockquote></p><p> Suppose the S&P 500 closed at 3,800 one day. Then, suppose it opens on a gap higher at 3,850 the next day, and continues on to 3,900 on that same day. The true range would be 100 points (3,900–3,800) because that’s how much the market moved from its previous close to the next day’s high.</p><p><blockquote>假设标普500有一天收于3800点。然后,假设第二天它在3850点的缺口高开,并在同一天继续上涨到3900点。真实的区间应该是100点(3900-3800),因为这是市场从前一收盘到第二天高点的移动幅度。</blockquote></p><p> We have seen three such upside gaps in the past 12 days, along with plenty of intraday volatility in stocks, and that makes the average true range (ATR) 80 points — or 2% per day. For the S&P 500 to move 80 points on any day is a big move, and for it to<i>average</i>that much over 12 consecutive trading days is unheard of.</p><p><blockquote>在过去的12天里,我们已经看到了三个这样的上行缺口,以及股票的大量盘中波动,这使得平均真实区间(ATR)为80点,即每天2%。对于标普500来说,任何一天移动80点都是一个很大的移动,对于它来说<i>均值</i>连续超过12个交易日是闻所未闻的。</blockquote></p><p> Some analysts are fearful that this is a sign of over-speculation and “gambling” in the stock market. Others accept it for what it is and deal with it. Short-term traders love it. Fundamental analysts trying to assess the worth of a company hate it, because if a company’s stock is “worth” $X, how can it move large percentages in the blink of an eye?</p><p><blockquote>一些分析师担心这是股市过度投机和“赌博”的迹象。其他人接受它的本来面目,并处理它。短线交易者喜欢它。试图评估一家公司价值的基本面分析师讨厌它,因为如果一家公司的股票“价值”X美元,它怎么能在眨眼之间大幅波动呢?</blockquote></p><p> That question alone should lead one to be wary of fundamental analysis. As options traders, it should work to our benefit. This is a major reason why VIX has remained so high, even though most indices have been making new all-time highs with great frequency since last November.</p><p><blockquote>仅这个问题就应该让人们对基本面分析保持警惕。作为期权交易者,这应该对我们有利。这是VIX保持如此高的主要原因,尽管自去年11月以来,大多数指数都在频繁地创下历史新高。</blockquote></p><p> <b>New recommendation: MagnaChip Semi</b></p><p><blockquote><b>新推荐:MagnaChip Semi</b></blockquote></p><p> <b>MagnaChip Semiconductor</b> is a takeover rumor. Stock volume patterns are extremely strong and improving rapidly. Moreover, options implied volatility has increased sharply. There is support at $20. The stock has broken out to a nearly eight-year high.</p><p><blockquote><b>MagnaChip半导体</b>是收购传闻。存量模式极其强劲,并且正在迅速改善。而且,期权隐含波动率大幅上升。20美元有支撑。该股已突破近八年高点。</blockquote></p><p> <b>Buy 3 MX Apr (16th) 20 calls at a price of 3.25 or less.</b></p><p><blockquote><b>以3.25或更低的价格购买3 MX Apr(16日)20评级。</b></blockquote></p><p> MX: 21.20 April (16th) 20 calls: 3.10 bid, 3.40 asked</p><p><blockquote>MX:21.20 4月(16日)20评级:3.10买价,3.40卖价</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e49fc77fdc0a57a5d3bb7f7c557a1dc1\" tg-width=\"922\" tg-height=\"690\"></p><p><blockquote></blockquote></p><p> <b>Previous recommendation:</b>we are going to withdraw the recommendation of a “new highs vs. new lows” sell signal. New lows are back to single digits, while new highs are multitudinous. So, the recommendation – while technically still a valid one – is canceled because the chances of it occurring now are too small. We will reinstate it when it becomes more viable.</p><p><blockquote><b>以前的建议:</b>我们将撤回“新高对新低”卖出信号的建议。新低回到个位数,而新高众多。因此,这个建议——尽管从技术上来说仍然是有效的——被取消了,因为它现在发生的可能性太小了。当它变得更加可行时,我们将恢复它。</blockquote></p><p> <b>Follow-up action:</b></p><p><blockquote><b>后续行动:</b></blockquote></p><p> <b><i>All stops are mental closing stops unless otherwise noted.</i></b></p><p><blockquote><b><i>除非另有说明,所有停止都是精神关闭停止。</i></b></blockquote></p><p> <b>Long 500 CLIR common stock:</b>the stop remains at 4.13.</p><p><blockquote><b>多头500 CLIR普通股:</b>止损点仍为4.13。</blockquote></p><p> <b>Long 5 IVZ Mar (19th) 22 calls:</b>the stop remains at 22.50.</p><p><blockquote><b>龙5 IVZ 3月(19日)22日评级:</b>止损点仍为22.50。</blockquote></p><p> undefinedthis trade is based on the 20-day Historical Volatility sell signal. This trade will be stopped out if the 20-day HV of SPX falls back below 9%.</p><p><blockquote>未定义此交易基于20天历史波动率卖出信号。如果SPX的20天HV回落到9%以下,则该交易将被停止。</blockquote></p><p> <b>Long 1 SPY Mar (19th) 390 put and Short 1 SPY Mar (19th) 360 put:</b>This trade was established in line with the McMillan Volatility Band (MVB) sell signal of</p><p><blockquote><b>多头1 SPDR标普500指数ETF 3月(19日)390看跌和空头1 SPDR标普500指数ETF 3月(19日)360看跌:</b>该交易是根据麦克米兰波动带(MVB)卖出信号建立的</blockquote></p><p> January 15th.It would be stopped out if SPX were to once again close<i>above</i>the +4σ Band. Of course, that would then set up another potential MVB sell signal down the road.</p><p><blockquote>1月15日。如果SPX再次关闭,它将被阻止<i>上面</i>+4 σ波段。当然,这将在未来建立另一个潜在的MVB卖出信号。</blockquote></p><p> <b>Long 0 ZNGA Mar (19th) 11 calls:</b>these call were stopped out on March 5th.</p><p><blockquote><b>长0 ZNGA 3月(19日)11评级:</b>这些看涨期权在3月5日被叫停。</blockquote></p><p> <b>Long 1 SPY Mar (12th) 391 put and Short 1 SPY Mar (12th) 361 put:</b>this position was bought at the close of trading on February 18th, when the number of declining issues outnumbered advancing issues on the NYSE by 1200 total issues: Close it out if SPX closes<i>above</i>3950.</p><p><blockquote><b>多头1 SPDR标普500指数ETF 3月(12日)391看跌空头1 SPDR标普500指数ETF 3月(12日)361看跌:</b>该头寸是在2月18日收盘时买入的,当时纽约证券交易所下跌股数量比上涨股数量多1200股:如果SPX收盘,则平仓<i>上面</i>3950.</blockquote></p><p></p><p> <b>Long 4 AJRD1 Mar (19th) 50 calls:</b>hold without a stop initially, to see how LMT handles the potential FTC problem. AJRD has declared a special dividend of $5.00 per share. The ex-date for this special dividend was March 9th. Option holders will be kept intact for the dividend. That is, on March 9th, the symbol for an AJRD option will change to AJRD1, and it will be exercisable into the strike price (which will remain unchanged) plus $500 in cash. The stock price itself will drop by $5 on March 9th, and therefore the net effect to an option holder is zero change. The takeover price that Lockheed-Martin (LMT) will pay will be reduced from the current $56 to $51.</p><p><blockquote><b>龙4 AJRD1 Mar(19日)50评级:</b>一开始不要停下来,看看LMT如何处理潜在的FTC问题。AJRD宣布派发每股5.00美元的特别股息。这次特别股息的除息日是3月9日。期权持有人的股息将保持不变。也就是说,在3月9日,AJRD期权的符号将更改为AJRD1,它将可行使为执行价格(将保持不变)加上500美元现金。股价本身将在3月9日下跌5美元,因此对期权持有人的净影响为零变化。洛克希德-马丁公司(LMT)将支付的收购价格将从目前的56美元降至51美元。</blockquote></p><p> If that all seems confusing, this might help: with AJRD trading at 46, after the special dividend, the<i>intrinsic value</i>of the AJRD1 Mar (19th) 50 call is equal to the price of AJRD minus 50 (the strike) + 5 (the dividend). In this case, with ADJRD = 46, the intrinsic value is 1 (46 – 50 +5).</p><p><blockquote>如果这一切看起来令人困惑,这可能会有所帮助:特别股息后,AJRD的交易价格为46美元,<i>内在价值</i>AJRD1 3月(19日)50看涨期权等于AJRD的价格减去50(执行)+5(股息)。在这种情况下,ADJRD=46,内在值为1(46-50+5)。</blockquote></p><p> <b>Long 2 SPY Mar (26th) 382 puts and Short 2 SPY Mar (26th) 340 puts:</b>this position was established at the close of trading on February 25th, when SPX closed below 3870. Also, note that there were no 341 or 342 strikes for this expiration, so the 340 puts were sold instead. Stop yourself out SPX closes<i>above</i>3950.</p><p><blockquote><b>多头2 SPDR标普500指数ETF 3月(26日)382看跌期权和空头2 SPDR标普500指数ETF 3月(26日)340看跌期权:</b>该头寸是在2月25日收盘时建立的,当时SPX收于3870以下。另外,请注意,本次到期没有341或342次行使,因此340看跌期权被出售。阻止自己退出SPX收盘<i>上面</i>3950.</blockquote></p><p> <b>Long 2 SPY April (9th) 377.5 calls and Short 2 SPY April (9th) 392.5 calls:</b>this position was taken in line with the VIX “spike peak” buy signal of March 4th. It will remain in place for 22 days, unless stopped out by a return to “spiking mode” by VIX (a gain of at least 3.00 points by VIX – using<i>closing</i>prices – over any 1-, 2-, or 3-day period). If it stopped out in that manner, then prepare to take the next buy signal, according to the rules that were laid out in last week’s newsletter.</p><p><blockquote><b>多2 SPDR标普500指数ETF 4月(9日)377.5评级空2 SPDR标普500指数ETF 4月(9日)392.5评级:</b>这个位置是根据3月4日VIX“尖峰”买入信号建立的。它将保持22天,除非VIX恢复到“尖峰模式”(VIX至少上涨3.00点-使用<i>关闭</i>价格-任何1天、2天或3天)。如果它以这种方式停止,那么根据上周时事通讯中列出的规则,准备接受下一个买入信号。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The stock market is behaving in mysterious ways — is it bullish, bearish or something else?<blockquote>股市正以神秘的方式表现——是看涨、看跌还是其他?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe stock market is behaving in mysterious ways — is it bullish, bearish or something else?<blockquote>股市正以神秘的方式表现——是看涨、看跌还是其他?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-03-12 16:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The “stodgy” side of the market is leading, while volatility is unusually high.</p><p><blockquote>市场“乏味”的一面处于领先地位,而波动性异常高。</blockquote></p><p> The stock market is doing something unusual, especially in these volatile times: It’s being led by the “old” and “stodgy” stocks of the Dow Jones Industrial Average.</p><p><blockquote>股市正在做一些不寻常的事情,尤其是在这个动荡的时期:它由道琼斯工业平均指数中“老”和“乏味”的股票引领。</blockquote></p><p> The Dow has hit record highs for three days, up about 1,400 points in the past four trading days to over 32,000. No other major index has followed along, although the S&P 500 and the Russell 2000 are not far away from new all-time highs of their own. The Nasdaq is lagging.</p><p><blockquote>道指已连续三天创下历史新高,过去四个交易日上涨约1400点,至32,000点上方。没有其他主要指数紧随其后,尽管标普500和罗素2000指数距离自己的历史新高也不远。纳斯达克落后了。</blockquote></p><p> So, is this bullish, bearish or indifferent? It probably depends on the situation, but there is an old saying that when the generals are leading the advance, it’s not a good sign for the stock market.</p><p><blockquote>那么,这是看涨、看跌还是无动于衷?这可能取决于情况,但有一句老话,当将军们领先时,这对股市来说不是一个好兆头。</blockquote></p><p> That saying refers to a time when General Electric,General Motors and other “generals” were the mainstays of the Dow, so you can see how old it is. It is really just a way of saying that when the majority of stocks are weakening and<i>not</i>making new highs, it’s not a good sign when only 30 stocks are leading the way.</p><p><blockquote>这句话指的是通用电气、通用汽车和其他“将军”是道琼斯指数的中流砥柱的时期,所以你可以看到它有多老。这实际上只是一种说法,当大多数股票都在疲软和<i>不</i>创出新高,当只有30只股票领先时,这并不是一个好兆头。</blockquote></p><p> <b>Institutional investors pile into stocks</b></p><p><blockquote><b>机构投资者涌入股票</b></blockquote></p><p> We have different (hopefully better) ways of measuring divergence these days — specifically,<i>cumulative</i>breadth indicators, new highs vs. new lows, etc., so we don’t have to “stretch” to draw a conclusion about the Dow today.</p><p><blockquote>如今,我们有不同的(希望更好的)方法来衡量分歧——具体来说,<i>积累的</i>广度指标、新高vs新低等,所以我们不必“拉长”就能对今天的道指下结论。</blockquote></p><p> I <i>will</i> say that the buyers of these Dow stocks are not the Robinhood crowd but are the “big boys” — institutional investors — and they are piling in like mad.</p><p><blockquote>我<i>将会</i>假设这些道琼斯指数股票的买家不是罗宾汉人群,而是“大男孩”——机构投资者——他们正在疯狂涌入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1ff6c28bda1e0871bca1038e3ff2794f\" tg-width=\"922\" tg-height=\"694\"></p><p><blockquote></blockquote></p><p> In any case, we usually use the S&P 500 as the measure of the broad stock market. The index is being dragged somewhat higher by the Dow stocks, as they are all big components of the S&P 500. Even so, the S&P 500 continues to run into resistance in the same area: 3,870 to 3,950 points.</p><p><blockquote>无论如何,我们通常用标普500来衡量整个股市。该指数被道琼斯指数拉高,因为它们都是标普500的重要组成部分。即便如此,标普500继续在同一区域遇到阻力:3870至3950点。</blockquote></p><p> A move above 3,950 — it’s close today — would be a new all-time high and bullish, requiring a “reset” of all the indicators.</p><p><blockquote>突破3,950点(今天接近)将是一个新的历史高点和看涨,需要“重置”所有指标。</blockquote></p><p> Lacking that, the bears still have a chance to gain some leverage. It would not be surprising to see the S&P 500 remain in the broad trading range of 3,630 to 3,950. There is also support within that range, in the 3,700-3,725 area, where the S&P 500 bottomed out in both late January and early March. A move below 3,630 would be extremely bearish.</p><p><blockquote>如果没有这一点,空头仍然有机会获得一些杠杆。看到标普500保持在3,630至3,950的广泛交易区间并不奇怪。在该区间内也有支撑,在3,700-3,725区域,标普500在1月底和3月初都见底。跌破3,630将是极其看跌的。</blockquote></p><p> <b>Volatility off the charts</b></p><p><blockquote><b>波动性爆表</b></blockquote></p><p> Finally, it should be noted that intraday volatility has been very extreme in the past couple of weeks. The Market Insight segment of this newsletter has some views on that subject.</p><p><blockquote>最后,应该指出的是,过去几周盘中波动非常剧烈。这份时事通讯的市场洞察部分对这个主题有一些看法。</blockquote></p><p> Equity-only put-call ratios are moving steadily higher and that puts them solidly on sell signals. Even so, they are still at very low levels on their charts, meaning that they are overbought. They are trying to work off this overbought condition, which will eventually lead to a healthier market. But they have plenty of room to move higher and will remain on these sell signals as long as they are rising.</p><p><blockquote>仅股票的看跌看涨期权比率正在稳步上升,这使它们坚定地发出卖出信号。即便如此,它们在图表上仍然处于非常低的水平,这意味着它们已经超买。他们正试图摆脱这种超买状态,这最终将导致一个更健康的市场。但他们有足够的空间走高,只要价格上涨,他们就会保持这些卖出信号。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7846c518e23ce749856330f13a70330e\" tg-width=\"920\" tg-height=\"694\"><img src=\"https://static.tigerbbs.com/a906c4724fbba47f1f91965cf90a4f39\" tg-width=\"920\" tg-height=\"690\"></p><p><blockquote></blockquote></p><p> Market breadth has improved tremendously over the past four trading days. At the market’s recent lows March 4, “stocks only” breadth had descended into a true oversold condition. Thus, the improvement in breadth this week has produced a solid buy signal. Both breadth oscillators are now back into modestly overbought territory (and on buy signals). The<i>cumulative</i>breadth indicators are improving but have not recovered enough to reach new all-time highs.</p><p><blockquote>在过去的四个交易日里,市场广度有了巨大的改善。在3月4日市场的近期低点,“仅股票”广度已经陷入真正的超卖状态。因此,本周广度的改善产生了一个坚实的买入信号。两个宽度振荡器现在都回到了适度超买的区域(并且是买入信号)。The<i>积累的</i>广度指标正在改善,但尚未恢复到足以达到历史新高的程度。</blockquote></p><p> New 52-week highs vs. new 52-week lows remains a bullish indicator. There was a close call about a week ago, when the NYSE data almost produced a sell signal. But it did not, and now the number of new lows on the NYSE has descended back into single digits, while the number of new highs is exploding on this rally.</p><p><blockquote>52周新高vs 52周新低仍是看涨指标,大约一周前曾出现过接近看涨期权,当时纽交所数据几乎产生卖出信号。但事实并非如此,现在纽约证券交易所的新低数量已回落至个位数,而新高数量在这次反弹中呈爆炸式增长。</blockquote></p><p> Volatility remains high, as VIX continues to trade well above 20. The VIX “spike peak” buy signal of March 4 remains in place and will continue to do so until early April, unless it is stopped out by VIX spiking higher once again. VIX is back below its 200-day moving average. Also, the 20-day moving average is below the 200-day. Thus, the trend of VIX remains downward, and that is bullish for stocks too.</p><p><blockquote>波动性仍然很高,VIX继续远高于20。3月4日的VIX“峰值”买入信号仍然存在,并将持续到4月初,除非它被VIX再次飙升所阻止。VIX回到200日移动均线下方。此外,20日移动平均线低于200日移动平均线。因此,VIX的趋势仍然向下,这对股市也有利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d81c77cbb812456c7d2d68174489bc29\" tg-width=\"920\" tg-height=\"690\"></p><p><blockquote></blockquote></p><p> The construct of volatility derivatives has remained solidly bullish for some time. In the last couple of weeks, when other indicators were (are) weakening, this construct — along with the “new highs vs. new lows” indicator — remained the bulls’ best friend.</p><p><blockquote>一段时间以来,波动性衍生品的结构一直保持坚定看涨。在过去几周,当其他指标走弱时,这一结构以及“新高与新低”指标仍然是多头最好的朋友。</blockquote></p><p></p><p> The April VIX futures are now trading with a large premium over the March VIX futures. As long as that remains the case, it is a bullish sign for stocks. The March futures expire next week — on March16 — so the “torch” will pass to April as the front month.</p><p><blockquote>4月VIX期货目前的交易价格较3月VIX期货大幅溢价。只要情况仍然如此,这对股市来说就是一个看涨信号。3月份期货将于下周(3月16日)到期,因此“火炬”将传递到4月份。</blockquote></p><p> At that time, we will begin looking at the relationship between April and May futures. It is bullish as well, as May futures are trading about 1.50 over the price of April futures. The term structure of the CBOE Volatility Indices slopes upward, too. All of these are currently bullish signs for stocks.</p><p><blockquote>届时,我们将开始看4月和5月期货之间的关系。这也是看涨的,因为5月份期货的交易价格比4月份期货的价格高出约1.50。芝加哥期权交易所波动率指数的期限结构也向上倾斜。所有这些目前都是股市看涨的迹象。</blockquote></p><p> In summary, the S&P 500 is still running into resistance and, as long as that is the case, there is a chance that it’s still in its trading range and could retest the lows of the range. A breakout above 3,950 would be bullish (and likewise, a breakdown<i>below</i>3,630 would be bearish).</p><p><blockquote>总而言之,标普500仍在遇到阻力,只要是这种情况,它就有可能仍处于交易区间,并可能重新测试该区间的低点。突破3,950点将是看涨的(同样,突破<i>以下</i>3,630将是看跌的)。</blockquote></p><p> <b>Market Insight: Intraday volatility explodes</b></p><p><blockquote><b>市场洞察:盘中波动爆发</b></blockquote></p><p> Over the past 12 trading days, intraday volatility has been extreme in the major averages. That is unusual in a market that is moving sideways or even up. Yes, in a bear market, such as we saw a year ago, extreme volatility is to be expected. But over these past 12 days, the S&P 500 is up 22 points — not much, but up nonetheless.</p><p><blockquote>在过去的12个交易日中,主要平均指数的盘中波动非常剧烈。这在横盘整理甚至上涨的市场中是不寻常的。是的,在熊市中,就像我们一年前看到的那样,极端的波动是可以预料的。但在过去的12天里,标普500上涨了22点——虽然不多,但还是上涨了。</blockquote></p><p> However, the average true range is 80 points per day. “True range” measures not just the trading day’s difference between its high and its low, but if the market gapped higher, for example, it includes that gap.</p><p><blockquote>然而,平均真实范围是每天80点。“真实区间”不仅衡量交易日高点和低点之间的差异,例如,如果市场跳空走高,它也包括该跳空。</blockquote></p><p> Suppose the S&P 500 closed at 3,800 one day. Then, suppose it opens on a gap higher at 3,850 the next day, and continues on to 3,900 on that same day. The true range would be 100 points (3,900–3,800) because that’s how much the market moved from its previous close to the next day’s high.</p><p><blockquote>假设标普500有一天收于3800点。然后,假设第二天它在3850点的缺口高开,并在同一天继续上涨到3900点。真实的区间应该是100点(3900-3800),因为这是市场从前一收盘到第二天高点的移动幅度。</blockquote></p><p> We have seen three such upside gaps in the past 12 days, along with plenty of intraday volatility in stocks, and that makes the average true range (ATR) 80 points — or 2% per day. For the S&P 500 to move 80 points on any day is a big move, and for it to<i>average</i>that much over 12 consecutive trading days is unheard of.</p><p><blockquote>在过去的12天里,我们已经看到了三个这样的上行缺口,以及股票的大量盘中波动,这使得平均真实区间(ATR)为80点,即每天2%。对于标普500来说,任何一天移动80点都是一个很大的移动,对于它来说<i>均值</i>连续超过12个交易日是闻所未闻的。</blockquote></p><p> Some analysts are fearful that this is a sign of over-speculation and “gambling” in the stock market. Others accept it for what it is and deal with it. Short-term traders love it. Fundamental analysts trying to assess the worth of a company hate it, because if a company’s stock is “worth” $X, how can it move large percentages in the blink of an eye?</p><p><blockquote>一些分析师担心这是股市过度投机和“赌博”的迹象。其他人接受它的本来面目,并处理它。短线交易者喜欢它。试图评估一家公司价值的基本面分析师讨厌它,因为如果一家公司的股票“价值”X美元,它怎么能在眨眼之间大幅波动呢?</blockquote></p><p> That question alone should lead one to be wary of fundamental analysis. As options traders, it should work to our benefit. This is a major reason why VIX has remained so high, even though most indices have been making new all-time highs with great frequency since last November.</p><p><blockquote>仅这个问题就应该让人们对基本面分析保持警惕。作为期权交易者,这应该对我们有利。这是VIX保持如此高的主要原因,尽管自去年11月以来,大多数指数都在频繁地创下历史新高。</blockquote></p><p> <b>New recommendation: MagnaChip Semi</b></p><p><blockquote><b>新推荐:MagnaChip Semi</b></blockquote></p><p> <b>MagnaChip Semiconductor</b> is a takeover rumor. Stock volume patterns are extremely strong and improving rapidly. Moreover, options implied volatility has increased sharply. There is support at $20. The stock has broken out to a nearly eight-year high.</p><p><blockquote><b>MagnaChip半导体</b>是收购传闻。存量模式极其强劲,并且正在迅速改善。而且,期权隐含波动率大幅上升。20美元有支撑。该股已突破近八年高点。</blockquote></p><p> <b>Buy 3 MX Apr (16th) 20 calls at a price of 3.25 or less.</b></p><p><blockquote><b>以3.25或更低的价格购买3 MX Apr(16日)20评级。</b></blockquote></p><p> MX: 21.20 April (16th) 20 calls: 3.10 bid, 3.40 asked</p><p><blockquote>MX:21.20 4月(16日)20评级:3.10买价,3.40卖价</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e49fc77fdc0a57a5d3bb7f7c557a1dc1\" tg-width=\"922\" tg-height=\"690\"></p><p><blockquote></blockquote></p><p> <b>Previous recommendation:</b>we are going to withdraw the recommendation of a “new highs vs. new lows” sell signal. New lows are back to single digits, while new highs are multitudinous. So, the recommendation – while technically still a valid one – is canceled because the chances of it occurring now are too small. We will reinstate it when it becomes more viable.</p><p><blockquote><b>以前的建议:</b>我们将撤回“新高对新低”卖出信号的建议。新低回到个位数,而新高众多。因此,这个建议——尽管从技术上来说仍然是有效的——被取消了,因为它现在发生的可能性太小了。当它变得更加可行时,我们将恢复它。</blockquote></p><p> <b>Follow-up action:</b></p><p><blockquote><b>后续行动:</b></blockquote></p><p> <b><i>All stops are mental closing stops unless otherwise noted.</i></b></p><p><blockquote><b><i>除非另有说明,所有停止都是精神关闭停止。</i></b></blockquote></p><p> <b>Long 500 CLIR common stock:</b>the stop remains at 4.13.</p><p><blockquote><b>多头500 CLIR普通股:</b>止损点仍为4.13。</blockquote></p><p> <b>Long 5 IVZ Mar (19th) 22 calls:</b>the stop remains at 22.50.</p><p><blockquote><b>龙5 IVZ 3月(19日)22日评级:</b>止损点仍为22.50。</blockquote></p><p> undefinedthis trade is based on the 20-day Historical Volatility sell signal. This trade will be stopped out if the 20-day HV of SPX falls back below 9%.</p><p><blockquote>未定义此交易基于20天历史波动率卖出信号。如果SPX的20天HV回落到9%以下,则该交易将被停止。</blockquote></p><p> <b>Long 1 SPY Mar (19th) 390 put and Short 1 SPY Mar (19th) 360 put:</b>This trade was established in line with the McMillan Volatility Band (MVB) sell signal of</p><p><blockquote><b>多头1 SPDR标普500指数ETF 3月(19日)390看跌和空头1 SPDR标普500指数ETF 3月(19日)360看跌:</b>该交易是根据麦克米兰波动带(MVB)卖出信号建立的</blockquote></p><p> January 15th.It would be stopped out if SPX were to once again close<i>above</i>the +4σ Band. Of course, that would then set up another potential MVB sell signal down the road.</p><p><blockquote>1月15日。如果SPX再次关闭,它将被阻止<i>上面</i>+4 σ波段。当然,这将在未来建立另一个潜在的MVB卖出信号。</blockquote></p><p> <b>Long 0 ZNGA Mar (19th) 11 calls:</b>these call were stopped out on March 5th.</p><p><blockquote><b>长0 ZNGA 3月(19日)11评级:</b>这些看涨期权在3月5日被叫停。</blockquote></p><p> <b>Long 1 SPY Mar (12th) 391 put and Short 1 SPY Mar (12th) 361 put:</b>this position was bought at the close of trading on February 18th, when the number of declining issues outnumbered advancing issues on the NYSE by 1200 total issues: Close it out if SPX closes<i>above</i>3950.</p><p><blockquote><b>多头1 SPDR标普500指数ETF 3月(12日)391看跌空头1 SPDR标普500指数ETF 3月(12日)361看跌:</b>该头寸是在2月18日收盘时买入的,当时纽约证券交易所下跌股数量比上涨股数量多1200股:如果SPX收盘,则平仓<i>上面</i>3950.</blockquote></p><p></p><p> <b>Long 4 AJRD1 Mar (19th) 50 calls:</b>hold without a stop initially, to see how LMT handles the potential FTC problem. AJRD has declared a special dividend of $5.00 per share. The ex-date for this special dividend was March 9th. Option holders will be kept intact for the dividend. That is, on March 9th, the symbol for an AJRD option will change to AJRD1, and it will be exercisable into the strike price (which will remain unchanged) plus $500 in cash. The stock price itself will drop by $5 on March 9th, and therefore the net effect to an option holder is zero change. The takeover price that Lockheed-Martin (LMT) will pay will be reduced from the current $56 to $51.</p><p><blockquote><b>龙4 AJRD1 Mar(19日)50评级:</b>一开始不要停下来,看看LMT如何处理潜在的FTC问题。AJRD宣布派发每股5.00美元的特别股息。这次特别股息的除息日是3月9日。期权持有人的股息将保持不变。也就是说,在3月9日,AJRD期权的符号将更改为AJRD1,它将可行使为执行价格(将保持不变)加上500美元现金。股价本身将在3月9日下跌5美元,因此对期权持有人的净影响为零变化。洛克希德-马丁公司(LMT)将支付的收购价格将从目前的56美元降至51美元。</blockquote></p><p> If that all seems confusing, this might help: with AJRD trading at 46, after the special dividend, the<i>intrinsic value</i>of the AJRD1 Mar (19th) 50 call is equal to the price of AJRD minus 50 (the strike) + 5 (the dividend). In this case, with ADJRD = 46, the intrinsic value is 1 (46 – 50 +5).</p><p><blockquote>如果这一切看起来令人困惑,这可能会有所帮助:特别股息后,AJRD的交易价格为46美元,<i>内在价值</i>AJRD1 3月(19日)50看涨期权等于AJRD的价格减去50(执行)+5(股息)。在这种情况下,ADJRD=46,内在值为1(46-50+5)。</blockquote></p><p> <b>Long 2 SPY Mar (26th) 382 puts and Short 2 SPY Mar (26th) 340 puts:</b>this position was established at the close of trading on February 25th, when SPX closed below 3870. Also, note that there were no 341 or 342 strikes for this expiration, so the 340 puts were sold instead. Stop yourself out SPX closes<i>above</i>3950.</p><p><blockquote><b>多头2 SPDR标普500指数ETF 3月(26日)382看跌期权和空头2 SPDR标普500指数ETF 3月(26日)340看跌期权:</b>该头寸是在2月25日收盘时建立的,当时SPX收于3870以下。另外,请注意,本次到期没有341或342次行使,因此340看跌期权被出售。阻止自己退出SPX收盘<i>上面</i>3950.</blockquote></p><p> <b>Long 2 SPY April (9th) 377.5 calls and Short 2 SPY April (9th) 392.5 calls:</b>this position was taken in line with the VIX “spike peak” buy signal of March 4th. It will remain in place for 22 days, unless stopped out by a return to “spiking mode” by VIX (a gain of at least 3.00 points by VIX – using<i>closing</i>prices – over any 1-, 2-, or 3-day period). If it stopped out in that manner, then prepare to take the next buy signal, according to the rules that were laid out in last week’s newsletter.</p><p><blockquote><b>多2 SPDR标普500指数ETF 4月(9日)377.5评级空2 SPDR标普500指数ETF 4月(9日)392.5评级:</b>这个位置是根据3月4日VIX“尖峰”买入信号建立的。它将保持22天,除非VIX恢复到“尖峰模式”(VIX至少上涨3.00点-使用<i>关闭</i>价格-任何1天、2天或3天)。如果它以这种方式停止,那么根据上周时事通讯中列出的规则,准备接受下一个买入信号。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/the-stock-market-is-behaving-in-mysterious-ways-is-it-bullish-bearish-or-something-else-11615496401?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","VIX":"标普500波动率指数","MX":"Magnachip Semiconductor",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/the-stock-market-is-behaving-in-mysterious-ways-is-it-bullish-bearish-or-something-else-11615496401?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1175382688","content_text":"The “stodgy” side of the market is leading, while volatility is unusually high.\nThe stock market is doing something unusual, especially in these volatile times: It’s being led by the “old” and “stodgy” stocks of the Dow Jones Industrial Average.\nThe Dow has hit record highs for three days, up about 1,400 points in the past four trading days to over 32,000. No other major index has followed along, although the S&P 500 and the Russell 2000 are not far away from new all-time highs of their own. The Nasdaq is lagging.\nSo, is this bullish, bearish or indifferent? It probably depends on the situation, but there is an old saying that when the generals are leading the advance, it’s not a good sign for the stock market.\nThat saying refers to a time when General Electric,General Motors and other “generals” were the mainstays of the Dow, so you can see how old it is. It is really just a way of saying that when the majority of stocks are weakening andnotmaking new highs, it’s not a good sign when only 30 stocks are leading the way.\nInstitutional investors pile into stocks\nWe have different (hopefully better) ways of measuring divergence these days — specifically,cumulativebreadth indicators, new highs vs. new lows, etc., so we don’t have to “stretch” to draw a conclusion about the Dow today.\nI will say that the buyers of these Dow stocks are not the Robinhood crowd but are the “big boys” — institutional investors — and they are piling in like mad.\n\nIn any case, we usually use the S&P 500 as the measure of the broad stock market. The index is being dragged somewhat higher by the Dow stocks, as they are all big components of the S&P 500. Even so, the S&P 500 continues to run into resistance in the same area: 3,870 to 3,950 points.\nA move above 3,950 — it’s close today — would be a new all-time high and bullish, requiring a “reset” of all the indicators.\nLacking that, the bears still have a chance to gain some leverage. It would not be surprising to see the S&P 500 remain in the broad trading range of 3,630 to 3,950. There is also support within that range, in the 3,700-3,725 area, where the S&P 500 bottomed out in both late January and early March. A move below 3,630 would be extremely bearish.\nVolatility off the charts\nFinally, it should be noted that intraday volatility has been very extreme in the past couple of weeks. The Market Insight segment of this newsletter has some views on that subject.\nEquity-only put-call ratios are moving steadily higher and that puts them solidly on sell signals. Even so, they are still at very low levels on their charts, meaning that they are overbought. They are trying to work off this overbought condition, which will eventually lead to a healthier market. But they have plenty of room to move higher and will remain on these sell signals as long as they are rising.\n\nMarket breadth has improved tremendously over the past four trading days. At the market’s recent lows March 4, “stocks only” breadth had descended into a true oversold condition. Thus, the improvement in breadth this week has produced a solid buy signal. Both breadth oscillators are now back into modestly overbought territory (and on buy signals). Thecumulativebreadth indicators are improving but have not recovered enough to reach new all-time highs.\nNew 52-week highs vs. new 52-week lows remains a bullish indicator. There was a close call about a week ago, when the NYSE data almost produced a sell signal. But it did not, and now the number of new lows on the NYSE has descended back into single digits, while the number of new highs is exploding on this rally.\nVolatility remains high, as VIX continues to trade well above 20. The VIX “spike peak” buy signal of March 4 remains in place and will continue to do so until early April, unless it is stopped out by VIX spiking higher once again. VIX is back below its 200-day moving average. Also, the 20-day moving average is below the 200-day. Thus, the trend of VIX remains downward, and that is bullish for stocks too.\n\nThe construct of volatility derivatives has remained solidly bullish for some time. In the last couple of weeks, when other indicators were (are) weakening, this construct — along with the “new highs vs. new lows” indicator — remained the bulls’ best friend.\nThe April VIX futures are now trading with a large premium over the March VIX futures. As long as that remains the case, it is a bullish sign for stocks. The March futures expire next week — on March16 — so the “torch” will pass to April as the front month.\nAt that time, we will begin looking at the relationship between April and May futures. It is bullish as well, as May futures are trading about 1.50 over the price of April futures. The term structure of the CBOE Volatility Indices slopes upward, too. All of these are currently bullish signs for stocks.\nIn summary, the S&P 500 is still running into resistance and, as long as that is the case, there is a chance that it’s still in its trading range and could retest the lows of the range. A breakout above 3,950 would be bullish (and likewise, a breakdownbelow3,630 would be bearish).\nMarket Insight: Intraday volatility explodes\nOver the past 12 trading days, intraday volatility has been extreme in the major averages. That is unusual in a market that is moving sideways or even up. Yes, in a bear market, such as we saw a year ago, extreme volatility is to be expected. But over these past 12 days, the S&P 500 is up 22 points — not much, but up nonetheless.\nHowever, the average true range is 80 points per day. “True range” measures not just the trading day’s difference between its high and its low, but if the market gapped higher, for example, it includes that gap.\nSuppose the S&P 500 closed at 3,800 one day. Then, suppose it opens on a gap higher at 3,850 the next day, and continues on to 3,900 on that same day. The true range would be 100 points (3,900–3,800) because that’s how much the market moved from its previous close to the next day’s high.\nWe have seen three such upside gaps in the past 12 days, along with plenty of intraday volatility in stocks, and that makes the average true range (ATR) 80 points — or 2% per day. For the S&P 500 to move 80 points on any day is a big move, and for it toaveragethat much over 12 consecutive trading days is unheard of.\nSome analysts are fearful that this is a sign of over-speculation and “gambling” in the stock market. Others accept it for what it is and deal with it. Short-term traders love it. Fundamental analysts trying to assess the worth of a company hate it, because if a company’s stock is “worth” $X, how can it move large percentages in the blink of an eye?\nThat question alone should lead one to be wary of fundamental analysis. As options traders, it should work to our benefit. This is a major reason why VIX has remained so high, even though most indices have been making new all-time highs with great frequency since last November.\nNew recommendation: MagnaChip Semi\nMagnaChip Semiconductor is a takeover rumor. Stock volume patterns are extremely strong and improving rapidly. Moreover, options implied volatility has increased sharply. There is support at $20. The stock has broken out to a nearly eight-year high.\nBuy 3 MX Apr (16th) 20 calls at a price of 3.25 or less.\nMX: 21.20 April (16th) 20 calls: 3.10 bid, 3.40 asked\n\nPrevious recommendation:we are going to withdraw the recommendation of a “new highs vs. new lows” sell signal. New lows are back to single digits, while new highs are multitudinous. So, the recommendation – while technically still a valid one – is canceled because the chances of it occurring now are too small. We will reinstate it when it becomes more viable.\nFollow-up action:\nAll stops are mental closing stops unless otherwise noted.\nLong 500 CLIR common stock:the stop remains at 4.13.\nLong 5 IVZ Mar (19th) 22 calls:the stop remains at 22.50.\nundefinedthis trade is based on the 20-day Historical Volatility sell signal. This trade will be stopped out if the 20-day HV of SPX falls back below 9%.\nLong 1 SPY Mar (19th) 390 put and Short 1 SPY Mar (19th) 360 put:This trade was established in line with the McMillan Volatility Band (MVB) sell signal of\nJanuary 15th.It would be stopped out if SPX were to once again closeabovethe +4σ Band. Of course, that would then set up another potential MVB sell signal down the road.\nLong 0 ZNGA Mar (19th) 11 calls:these call were stopped out on March 5th.\nLong 1 SPY Mar (12th) 391 put and Short 1 SPY Mar (12th) 361 put:this position was bought at the close of trading on February 18th, when the number of declining issues outnumbered advancing issues on the NYSE by 1200 total issues: Close it out if SPX closesabove3950.\nLong 4 AJRD1 Mar (19th) 50 calls:hold without a stop initially, to see how LMT handles the potential FTC problem. AJRD has declared a special dividend of $5.00 per share. The ex-date for this special dividend was March 9th. Option holders will be kept intact for the dividend. That is, on March 9th, the symbol for an AJRD option will change to AJRD1, and it will be exercisable into the strike price (which will remain unchanged) plus $500 in cash. The stock price itself will drop by $5 on March 9th, and therefore the net effect to an option holder is zero change. The takeover price that Lockheed-Martin (LMT) will pay will be reduced from the current $56 to $51.\nIf that all seems confusing, this might help: with AJRD trading at 46, after the special dividend, theintrinsic valueof the AJRD1 Mar (19th) 50 call is equal to the price of AJRD minus 50 (the strike) + 5 (the dividend). In this case, with ADJRD = 46, the intrinsic value is 1 (46 – 50 +5).\nLong 2 SPY Mar (26th) 382 puts and Short 2 SPY Mar (26th) 340 puts:this position was established at the close of trading on February 25th, when SPX closed below 3870. Also, note that there were no 341 or 342 strikes for this expiration, so the 340 puts were sold instead. Stop yourself out SPX closesabove3950.\nLong 2 SPY April (9th) 377.5 calls and Short 2 SPY April (9th) 392.5 calls:this position was taken in line with the VIX “spike peak” buy signal of March 4th. It will remain in place for 22 days, unless stopped out by a return to “spiking mode” by VIX (a gain of at least 3.00 points by VIX – usingclosingprices – over any 1-, 2-, or 3-day period). If it stopped out in that manner, then prepare to take the next buy signal, according to the rules that were laid out in last week’s newsletter.","news_type":1,"symbols_score_info":{"VIX":0.9,".SPX":0.9,"MX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360186465,"gmtCreate":1613871044657,"gmtModify":1634552023370,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"A potential company","listText":"A potential company","text":"A potential company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/360186465","repostId":"1100960455","repostType":4,"repost":{"id":"1100960455","kind":"news","pubTimestamp":1613717993,"share":"https://www.laohu8.com/m/news/1100960455?lang=zh_CN&edition=full","pubTime":"2021-02-19 14:59","market":"us","language":"en","title":"Palantir: Buy The Dip<blockquote>Palantir:买入底液</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100960455","media":"Seeking Alpha","summary":"Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disapp","content":"<p>Summary</p><p><blockquote>总结</blockquote></p><p> <ul> <li>Palantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.</li> <li>Palantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.</li> <li>Palantir continues to grow its client base across multiple industries.</li> <li>Palantir's lock-up period ends on February 19th. Place your bets!</li> </ul> One of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.</p><p><blockquote><ul><li>Palantir公布了稳健的收入,但未能实现盈利。未来的预测有点令人失望。</li><li>Palantir预计2020年收入将同比增长30%,此前预计2020年收入将增长47%。</li><li>Palantir继续扩大其在多个行业的客户群。</li><li>Palantir的锁定期于2月19日结束。下注吧!</li></ul>最近最热门的股票之一是最近直接上市的Palantir Technologies Inc.(PLTR)。一些投资者预计该公司今天将发布井喷式收益,但未能如愿。该公司确实实现了令人难以置信的收入增长,而且前进的道路看起来也很光明。然而,投资者对该公司表示的光明前景感到失望。正如预期的那样,在禁售期结束之前,该股正在下跌。下周将讲述一个更好的故事,说明这只股票的走向。如果你觉得有风险,就跳上船。</blockquote></p><p> <b>Who Are They?</b></p><p><blockquote><b>他们是谁?</b></blockquote></p><p> If you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.</p><p><blockquote>如果你和我一样,你可能不知道这家公司是谁,也不知道他们做什么。Palantir Technologies Inc.成立于2003年,总部位于科罗拉多州丹佛市。简而言之,他们为美国情报界构建和部署软件平台,以协助反恐调查和行动。</blockquote></p><p> Palantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.</p><p><blockquote>Palantir Gothamis是一个软件程序,可以识别隐藏在数据集中深处的模式。这有助于对平台内已识别的威胁执行真实世界的响应。这被用于帮助2018年佛罗伦萨飓风中有需要的人。Palantir Gotham将公开可用的洪水数据与天气信息和社会脆弱性普查数据相结合,以找到最需要的社区并适当部署资源。最近,他们向美国政府提供冠状病毒跟踪软件。</blockquote></p><p> The company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.</p><p><blockquote>该公司还提供Palantir Foundry,这是一个通过为组织的数据创建中央操作系统来改变组织运营方式的平台;并允许个人用户在一个地方集成和分析他们需要的数据。</blockquote></p><p> Pretty cool hey?</p><p><blockquote>很酷嘿?</blockquote></p><p> <b>What Is Driving The Company?</b></p><p><blockquote><b>公司的驱动力是什么?</b></blockquote></p><p> Revenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.</p><p><blockquote>收入。这是一部成长剧,简单明了。往下看,我们可以看到未来的预测。缺失的区块是2020年,我们今天发现是11亿美元。同比增长约47%。展望未来,分析师预计年收入增长率将保持在35%以上。通常我们认为20%是强的,所以这看起来真的很好。第四季度,该公司营收为3.221亿美元,增长20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2926257ca97794e55159ce8c6021a745\" tg-width=\"2978\" tg-height=\"992\"></p><p><blockquote></blockquote></p><p> (Source: TIKR.com)</p><p><blockquote>(来源:TIKR.com)</blockquote></p><p> The shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.</p><p><blockquote>令人震惊的是每股亏损总计0.08美元,而市场普遍预期为0.02美元。受财报消息影响,该股今天下跌超过12%。深入研究后,大多数投资者似乎对前瞻性预测感到失望。我个人认为他们有点沙袋,以消除共识,但时间会证明这有多真实。根据该公司发布的所有新闻,约翰·罗兹(John Rhodes)的文章对此进行了很好的概述:Palantir:潜在的第四季度收入井喷大多数人预计收入会超出预期,但该股上周的表现却并非如此。</blockquote></p><p> Data has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.</p><p><blockquote>数据变得比以往任何时候都更加与普通人相关。当地新闻有各种各样关于新冠肺炎的数据。2020年,Palantir帮助100家商业组织和10个国家政府应对COVID-19。这对Palantir来说是一个巨大的机会,他们并没有浪费它。这一回应帮助thema赢得了价值3150万美元的为期两年的英国卫生服务工作合同。仅在第四季度,该公司就签署了21笔价值超过500万美元的交易。其中12个价值1000万美元或以上。收入增长将继续是Palantir的未来。</blockquote></p><p> Some of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.</p><p><blockquote>一些最好的业务是政府业务。今年,Palantir 56%的收入(即6.1亿美元)来自政府合同。虽然商业方面的同比增长高达107%,但政府收入增长77%并不是什么可笑的事情。更令人印象深刻的一件事是我们在普通客户身上看到的情况。收入同比增长41%。每位客户从560万美元增至790万美元。随着客户继续开发和改进其系统,将越来越多的业务移交给Palantir,这是一个需要关注的重要指标。另一个因素是Palantir吸引了更大的客户。2020年获得的新客户创造了4200万美元的收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9284f5fd3e26d0c55fcd9b2f6355371e\" tg-width=\"1752\" tg-height=\"983\"></p><p><blockquote></blockquote></p><p></p><p> (Company Presentation)</p><p><blockquote>(公司介绍)</blockquote></p><p> So all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.</p><p><blockquote>所以所有这些,我们今天仍然坐在12%?正如我上面提到的,人们对前瞻性预测感到有点震惊。Palantir表示,预计2021年收入增长将超过30%。对于大多数公司来说,这将是一个好消息,但在您刚刚公布了47%的增长年度之后,这有点令人难过。但正如我所说,我认为他们有点沙袋。分析师仍预计2021年将增长约35%。直觉告诉我,随着时间的推移,他们会超越这一目标。该公司确实表示,他们的目标是到2025年实现40亿美元的收入,从现在开始每年增长30%。根据目前的预测,我完全预计这个数字将接近50亿美元。Palantir正在追逐多个行业的“大鱼”。他们的客户中有8家属于财富100强,12家属于全球100强。随着他们产品的不断开发和改进,他们的底线只会越来越好。我认为从长远来看,这里有很大的发展空间。</blockquote></p><p> <b>What Are The Risks?</b></p><p><blockquote><b>有哪些风险?</b></blockquote></p><p> One of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.</p><p><blockquote>即将到来的风险之一是禁售期结束,我将在下面谈到这一点。除此之外,我会看看政府的合同。是的,它们是最重要的,但这并不是说它们没有风险。Palantir过去曾表示,他们需要更多地关注商业客户,以帮助盈利并扭亏为盈(这是盈利抛售的部分原因)。正如我们所看到的,他们已经获得了一些大型商业客户,但政府方面仍然存在。</blockquote></p><p> Something to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.</p><p><blockquote>还要记住的是,与政府打交道可能会导致跨越一些人不同意的界限。据《华盛顿邮报》报道,2018年,200多名员工签署了一封致首席执行官亚历克斯·卡普的信,理由是对与移民和海关执法局合作的担忧。过去,其他多家大型科技公司因潜在侵犯人权而被迫切断与政府机构的联系。</blockquote></p><p> That said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.</p><p><blockquote>也就是说,我确实认为该公司将继续在商业领域表现出色,并随着时间的推移减少整体政府风险。</blockquote></p><p> <b>What's The \"Lock-Up Period\"?</b></p><p><blockquote><b>什么是“禁售期”?</b></blockquote></p><p> The one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.</p><p><blockquote>许多人对Palantir的一个担忧是锁定期,锁定期将于2月19日(星期五)结束。通常情况下,这是我们会看到走这条路线的IPO出现低点的地方,但情况并非总是如此。</blockquote></p><p> Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended. What is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.</p><p><blockquote>从10月前两周锁定期到期的15只股票来看,大多数股票在到期日前几天开始下跌,三到五天后反弹。然而,一些人当天几乎没有抛售压力,锁定结束后股价立即攀升。这是什么?简而言之,我们不是通过首次公开募股(IPO)来创建公司的新股并由中介机构承销,而是直接上市。这是企业直接向公众出售股票的方式,无需任何中介机构的帮助。不涉及任何承销商或其他中介机构,不存在发行新股的情况。这意味着该业务的最大股东只能在IPO禁售期到期后自由出售其股份。Spotify(SPOT)和Slack(WORK)是直接上市公司的两个例子。也就是说,这两家公司都没有员工锁定期。</blockquote></p><p> So what does this mean? Well, given thatMarketWatch said:</p><p><blockquote>那么这意味着什么呢?好吧,鉴于MarketWatch表示:</blockquote></p><p> For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options. It means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.</p><p><blockquote>不过,对于Palantir来说,多年的风险资本投资已经创造了足够的股票来启动公开交易:大约16.4亿股,尽管在包括归属期权在内的完全稀释公式中,这一数字将增长至21.7亿股。这意味着,目前流通股约为4.97亿股,我们可能会看到约17亿股上市。现在这种可能性不大,但这确实意味着,考虑到IPO通常占已发行股票的10%,而根据上面提供的数字,Palantir发行的股票超过20%,该股的抛售压力应该低于平均水平。</blockquote></p><p> Where are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.</p><p><blockquote>我们现在在哪里?根据前面引用的研究,我们正走在正轨上。就在禁售期结束之前,该股正在有序抛售。现在我们必须拭目以待,看看反弹的情况如何。还是每个人都卖得很高,然后试图买得更低?这有点观望。让我们来看看技术向我们展示了什么。</blockquote></p><p> <b>What Does The Price Say?</b></p><p><blockquote><b>价格怎么说?</b></blockquote></p><p></p><p> Taking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.</p><p><blockquote>快速浏览一下技术面,我们可以看到几个非常强大的支撑位。首先,我们今天突破了30美元的一个相当大的水平,而且是以一种很大的方式突破的,这在短期内有点令人担忧,但有可能快速反弹以迅速重新测试30美元大关。如果说这些市场教会了我们什么,那就是它们可以快速行动!在正常情况下,这可能是我的停留点。但是直到今天我才有了头寸,随着我承担更多的风险,游戏发生了一些变化。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6b568bf73db2c1b38aaa1546a10427dc\" tg-width=\"3837\" tg-height=\"1813\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>(来源:TC2000.com)</blockquote></p><p> When a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.</p><p><blockquote>当像Palantir这样受欢迎的股票像我们今天看到的那样下跌时,会发生两件事之一。要么逢低买入,这只股票将飞回40美元,要么我们看到Palantir跌至23美元左右。因为股票太新了,我们确实没有一个好的支撑指标。看下面,我们可以大致看到我从哪里提取了23美元。这是一个相当大的举措。大约会下降20%。如果突破23美元,它可能会进一步下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e3505c465c407b7387cbedf16a1b233\" tg-width=\"3840\" tg-height=\"1808\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>(来源:TC2000.com)</blockquote></p><p> When trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.</p><p><blockquote>当试图抓住反弹时,你必须做好平均下跌的准备。这是一种完全不同的方法。横向扩展和横向扩展....同时知道什么时候该放松。如果你想安全起见,留意反弹,然后试着进去。我确实认为该股会出现不错的反弹,回到36-40美元,但问题是什么时候。这对我个人来说不是长期持有的。</blockquote></p><p> <b>Wrap-Up</b></p><p><blockquote><b>总结</b></blockquote></p><p> As you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!</p><p><blockquote>正如您所看到的,公司的发展方向有很多值得喜欢的地方。估值总是可以争论的,但归根结底,价值就是有人愿意为此付出的任何代价。Palantir是一台收入机器,而且不会放缓。他们在玩“大鱼”,只要他们能继续实现目标,收入就会随之而来。我目前做多,但密切关注本周禁售期结束。如果你打算做多,确保在接下来的几天里扩大规模,并为下周的走势下注。在外面注意安全!</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: Buy The Dip<blockquote>Palantir:买入底液</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\">\nPalantir: Buy The Dip<blockquote>Palantir:买入底液</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\">2021-02-19 14:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Summary</p><p><blockquote>总结</blockquote></p><p> <ul> <li>Palantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.</li> <li>Palantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.</li> <li>Palantir continues to grow its client base across multiple industries.</li> <li>Palantir's lock-up period ends on February 19th. Place your bets!</li> </ul> One of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.</p><p><blockquote><ul><li>Palantir公布了稳健的收入,但未能实现盈利。未来的预测有点令人失望。</li><li>Palantir预计2020年收入将同比增长30%,此前预计2020年收入将增长47%。</li><li>Palantir继续扩大其在多个行业的客户群。</li><li>Palantir的锁定期于2月19日结束。下注吧!</li></ul>最近最热门的股票之一是最近直接上市的Palantir Technologies Inc.(PLTR)。一些投资者预计该公司今天将发布井喷式收益,但未能如愿。该公司确实实现了令人难以置信的收入增长,而且前进的道路看起来也很光明。然而,投资者对该公司表示的光明前景感到失望。正如预期的那样,在禁售期结束之前,该股正在下跌。下周将讲述一个更好的故事,说明这只股票的走向。如果你觉得有风险,就跳上船。</blockquote></p><p> <b>Who Are They?</b></p><p><blockquote><b>他们是谁?</b></blockquote></p><p> If you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.</p><p><blockquote>如果你和我一样,你可能不知道这家公司是谁,也不知道他们做什么。Palantir Technologies Inc.成立于2003年,总部位于科罗拉多州丹佛市。简而言之,他们为美国情报界构建和部署软件平台,以协助反恐调查和行动。</blockquote></p><p> Palantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.</p><p><blockquote>Palantir Gothamis是一个软件程序,可以识别隐藏在数据集中深处的模式。这有助于对平台内已识别的威胁执行真实世界的响应。这被用于帮助2018年佛罗伦萨飓风中有需要的人。Palantir Gotham将公开可用的洪水数据与天气信息和社会脆弱性普查数据相结合,以找到最需要的社区并适当部署资源。最近,他们向美国政府提供冠状病毒跟踪软件。</blockquote></p><p> The company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.</p><p><blockquote>该公司还提供Palantir Foundry,这是一个通过为组织的数据创建中央操作系统来改变组织运营方式的平台;并允许个人用户在一个地方集成和分析他们需要的数据。</blockquote></p><p> Pretty cool hey?</p><p><blockquote>很酷嘿?</blockquote></p><p> <b>What Is Driving The Company?</b></p><p><blockquote><b>公司的驱动力是什么?</b></blockquote></p><p> Revenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.</p><p><blockquote>收入。这是一部成长剧,简单明了。往下看,我们可以看到未来的预测。缺失的区块是2020年,我们今天发现是11亿美元。同比增长约47%。展望未来,分析师预计年收入增长率将保持在35%以上。通常我们认为20%是强的,所以这看起来真的很好。第四季度,该公司营收为3.221亿美元,增长20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2926257ca97794e55159ce8c6021a745\" tg-width=\"2978\" tg-height=\"992\"></p><p><blockquote></blockquote></p><p> (Source: TIKR.com)</p><p><blockquote>(来源:TIKR.com)</blockquote></p><p> The shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.</p><p><blockquote>令人震惊的是每股亏损总计0.08美元,而市场普遍预期为0.02美元。受财报消息影响,该股今天下跌超过12%。深入研究后,大多数投资者似乎对前瞻性预测感到失望。我个人认为他们有点沙袋,以消除共识,但时间会证明这有多真实。根据该公司发布的所有新闻,约翰·罗兹(John Rhodes)的文章对此进行了很好的概述:Palantir:潜在的第四季度收入井喷大多数人预计收入会超出预期,但该股上周的表现却并非如此。</blockquote></p><p> Data has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.</p><p><blockquote>数据变得比以往任何时候都更加与普通人相关。当地新闻有各种各样关于新冠肺炎的数据。2020年,Palantir帮助100家商业组织和10个国家政府应对COVID-19。这对Palantir来说是一个巨大的机会,他们并没有浪费它。这一回应帮助thema赢得了价值3150万美元的为期两年的英国卫生服务工作合同。仅在第四季度,该公司就签署了21笔价值超过500万美元的交易。其中12个价值1000万美元或以上。收入增长将继续是Palantir的未来。</blockquote></p><p> Some of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.</p><p><blockquote>一些最好的业务是政府业务。今年,Palantir 56%的收入(即6.1亿美元)来自政府合同。虽然商业方面的同比增长高达107%,但政府收入增长77%并不是什么可笑的事情。更令人印象深刻的一件事是我们在普通客户身上看到的情况。收入同比增长41%。每位客户从560万美元增至790万美元。随着客户继续开发和改进其系统,将越来越多的业务移交给Palantir,这是一个需要关注的重要指标。另一个因素是Palantir吸引了更大的客户。2020年获得的新客户创造了4200万美元的收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9284f5fd3e26d0c55fcd9b2f6355371e\" tg-width=\"1752\" tg-height=\"983\"></p><p><blockquote></blockquote></p><p></p><p> (Company Presentation)</p><p><blockquote>(公司介绍)</blockquote></p><p> So all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.</p><p><blockquote>所以所有这些,我们今天仍然坐在12%?正如我上面提到的,人们对前瞻性预测感到有点震惊。Palantir表示,预计2021年收入增长将超过30%。对于大多数公司来说,这将是一个好消息,但在您刚刚公布了47%的增长年度之后,这有点令人难过。但正如我所说,我认为他们有点沙袋。分析师仍预计2021年将增长约35%。直觉告诉我,随着时间的推移,他们会超越这一目标。该公司确实表示,他们的目标是到2025年实现40亿美元的收入,从现在开始每年增长30%。根据目前的预测,我完全预计这个数字将接近50亿美元。Palantir正在追逐多个行业的“大鱼”。他们的客户中有8家属于财富100强,12家属于全球100强。随着他们产品的不断开发和改进,他们的底线只会越来越好。我认为从长远来看,这里有很大的发展空间。</blockquote></p><p> <b>What Are The Risks?</b></p><p><blockquote><b>有哪些风险?</b></blockquote></p><p> One of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.</p><p><blockquote>即将到来的风险之一是禁售期结束,我将在下面谈到这一点。除此之外,我会看看政府的合同。是的,它们是最重要的,但这并不是说它们没有风险。Palantir过去曾表示,他们需要更多地关注商业客户,以帮助盈利并扭亏为盈(这是盈利抛售的部分原因)。正如我们所看到的,他们已经获得了一些大型商业客户,但政府方面仍然存在。</blockquote></p><p> Something to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.</p><p><blockquote>还要记住的是,与政府打交道可能会导致跨越一些人不同意的界限。据《华盛顿邮报》报道,2018年,200多名员工签署了一封致首席执行官亚历克斯·卡普的信,理由是对与移民和海关执法局合作的担忧。过去,其他多家大型科技公司因潜在侵犯人权而被迫切断与政府机构的联系。</blockquote></p><p> That said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.</p><p><blockquote>也就是说,我确实认为该公司将继续在商业领域表现出色,并随着时间的推移减少整体政府风险。</blockquote></p><p> <b>What's The \"Lock-Up Period\"?</b></p><p><blockquote><b>什么是“禁售期”?</b></blockquote></p><p> The one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.</p><p><blockquote>许多人对Palantir的一个担忧是锁定期,锁定期将于2月19日(星期五)结束。通常情况下,这是我们会看到走这条路线的IPO出现低点的地方,但情况并非总是如此。</blockquote></p><p> Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended. What is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.</p><p><blockquote>从10月前两周锁定期到期的15只股票来看,大多数股票在到期日前几天开始下跌,三到五天后反弹。然而,一些人当天几乎没有抛售压力,锁定结束后股价立即攀升。这是什么?简而言之,我们不是通过首次公开募股(IPO)来创建公司的新股并由中介机构承销,而是直接上市。这是企业直接向公众出售股票的方式,无需任何中介机构的帮助。不涉及任何承销商或其他中介机构,不存在发行新股的情况。这意味着该业务的最大股东只能在IPO禁售期到期后自由出售其股份。Spotify(SPOT)和Slack(WORK)是直接上市公司的两个例子。也就是说,这两家公司都没有员工锁定期。</blockquote></p><p> So what does this mean? Well, given thatMarketWatch said:</p><p><blockquote>那么这意味着什么呢?好吧,鉴于MarketWatch表示:</blockquote></p><p> For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options. It means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.</p><p><blockquote>不过,对于Palantir来说,多年的风险资本投资已经创造了足够的股票来启动公开交易:大约16.4亿股,尽管在包括归属期权在内的完全稀释公式中,这一数字将增长至21.7亿股。这意味着,目前流通股约为4.97亿股,我们可能会看到约17亿股上市。现在这种可能性不大,但这确实意味着,考虑到IPO通常占已发行股票的10%,而根据上面提供的数字,Palantir发行的股票超过20%,该股的抛售压力应该低于平均水平。</blockquote></p><p> Where are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.</p><p><blockquote>我们现在在哪里?根据前面引用的研究,我们正走在正轨上。就在禁售期结束之前,该股正在有序抛售。现在我们必须拭目以待,看看反弹的情况如何。还是每个人都卖得很高,然后试图买得更低?这有点观望。让我们来看看技术向我们展示了什么。</blockquote></p><p> <b>What Does The Price Say?</b></p><p><blockquote><b>价格怎么说?</b></blockquote></p><p></p><p> Taking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.</p><p><blockquote>快速浏览一下技术面,我们可以看到几个非常强大的支撑位。首先,我们今天突破了30美元的一个相当大的水平,而且是以一种很大的方式突破的,这在短期内有点令人担忧,但有可能快速反弹以迅速重新测试30美元大关。如果说这些市场教会了我们什么,那就是它们可以快速行动!在正常情况下,这可能是我的停留点。但是直到今天我才有了头寸,随着我承担更多的风险,游戏发生了一些变化。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6b568bf73db2c1b38aaa1546a10427dc\" tg-width=\"3837\" tg-height=\"1813\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>(来源:TC2000.com)</blockquote></p><p> When a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.</p><p><blockquote>当像Palantir这样受欢迎的股票像我们今天看到的那样下跌时,会发生两件事之一。要么逢低买入,这只股票将飞回40美元,要么我们看到Palantir跌至23美元左右。因为股票太新了,我们确实没有一个好的支撑指标。看下面,我们可以大致看到我从哪里提取了23美元。这是一个相当大的举措。大约会下降20%。如果突破23美元,它可能会进一步下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e3505c465c407b7387cbedf16a1b233\" tg-width=\"3840\" tg-height=\"1808\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>(来源:TC2000.com)</blockquote></p><p> When trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.</p><p><blockquote>当试图抓住反弹时,你必须做好平均下跌的准备。这是一种完全不同的方法。横向扩展和横向扩展....同时知道什么时候该放松。如果你想安全起见,留意反弹,然后试着进去。我确实认为该股会出现不错的反弹,回到36-40美元,但问题是什么时候。这对我个人来说不是长期持有的。</blockquote></p><p> <b>Wrap-Up</b></p><p><blockquote><b>总结</b></blockquote></p><p> As you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!</p><p><blockquote>正如您所看到的,公司的发展方向有很多值得喜欢的地方。估值总是可以争论的,但归根结底,价值就是有人愿意为此付出的任何代价。Palantir是一台收入机器,而且不会放缓。他们在玩“大鱼”,只要他们能继续实现目标,收入就会随之而来。我目前做多,但密切关注本周禁售期结束。如果你打算做多,确保在接下来的几天里扩大规模,并为下周的走势下注。在外面注意安全!</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4406809-palantir-buy-the-dip\">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/4406809-palantir-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100960455","content_text":"Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.\nPalantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.\nPalantir continues to grow its client base across multiple industries.\nPalantir's lock-up period ends on February 19th. Place your bets!\n\nOne of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.\nWho Are They?\nIf you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.\nPalantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.\nThe company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.\nPretty cool hey?\nWhat Is Driving The Company?\nRevenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.\n\n(Source: TIKR.com)\nThe shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.\nData has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.\nSome of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.\n\n(Company Presentation)\nSo all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.\nWhat Are The Risks?\nOne of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.\nSomething to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.\nThat said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.\nWhat's The \"Lock-Up Period\"?\nThe one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.\n\n Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended.\n\nWhat is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.\nSo what does this mean? Well, given thatMarketWatch said:\n\n For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options.\n\nIt means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.\nWhere are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.\nWhat Does The Price Say?\nTaking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.\n\n(Source: TC2000.com)\nWhen a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.\n\n(Source: TC2000.com)\nWhen trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.\nWrap-Up\nAs you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388774491,"gmtCreate":1613104053613,"gmtModify":1634554506620,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Thanks for sharing ","listText":"Thanks for sharing ","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/388774491","repostId":"1168862133","repostType":4,"repost":{"id":"1168862133","kind":"news","pubTimestamp":1613024272,"share":"https://www.laohu8.com/m/news/1168862133?lang=zh_CN&edition=full","pubTime":"2021-02-11 14:17","market":"us","language":"en","title":"Best Stocks To Buy For 2021? 4 Fintech Stocks To Watch<blockquote>2021年最值得购买的股票?4只值得关注的金融科技股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168862133","media":"Nasdaq","summary":"If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat","content":"<p>If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat right now. This is thanks to a $1.5 billion investment into the cryptocurrency from electric vehicle titan Tesla (NASDAQ: TSLA). It is one of the latest large tech companies to not only invest in but eventually start acceptingBitcoinas payment. In fact, there have even been speculations of Apple (NASDAQ: AAPL) being well-positioned to join the cryptocurrency craze as well. How does this connect to fintech stocks?</p><p><blockquote>如果您关注最新的比特币新闻,您可能知道金融科技股票目前处于热门位置。这要归功于电动汽车巨头特斯拉(纳斯达克:TSLA)对加密货币的15亿美元投资。它是最新一家不仅投资而且最终开始接受比特币支付的大型科技公司之一。事实上,甚至有人猜测苹果(纳斯达克股票代码:AAPL)也有能力加入加密货币热潮。这与金融科技股票有何联系?</blockquote></p><p> Well, to begin with, fintech companies are the bridge that allows most of the general public access to cryptocurrencies such as Bitcoin. Alternatively, they are also key players in this current age of digital finance. Whatever way you cut it, the fintech industry is becoming more essential and is here to stay for the long run. Meanwhile, more conventional top fintech stocks like Mastercard (NYSE: MA) and American Express (NYSE: AXP) have mostly seen their shares recover to pre-pandemic levels. Therefore, investors would be logical in looking for thebest fintech stocks now. Having read till this point, you might be interested in investing in this industry yourself. If you are, here are four fintech stocks to consider now.</p><p><blockquote>首先,金融科技公司是允许大多数公众访问比特币等加密货币的桥梁。或者,他们也是当前数字金融时代的关键参与者。无论你以何种方式削减它,金融科技行业正变得越来越重要,并且将长期存在。与此同时,万事达卡(纽约证券交易所股票代码:MA)和美国运通(纽约证券交易所股票代码:AXP)等更传统的顶级金融科技股的股价大多已恢复至大流行前的水平。因此,投资者现在寻找最好的金融科技股票是合乎逻辑的。读到这里,你可能会有兴趣自己投资这个行业。如果您是,现在可以考虑以下四只金融科技股票。</blockquote></p><p> Top Fintech Stocks To Watch</p><p><blockquote>最值得关注的金融科技股票</blockquote></p><p> <ul> <li><b>Mogo Inc.</b>(NASDAQ: MOGO)</li> <li><b>PayPal Holdings Inc.</b>(NASDAQ: PYPL)</li> <li><b>Square Inc.</b>(NYSE: SQ)</li> <li><b>Green Dot Corporation</b>(NYSE: GDOT)</li> </ul> Mogo Inc.</p><p><blockquote><ul><li><b>莫戈公司。</b>(纳斯达克:MOGO)</li><li><b>PayPal控股公司。</b>(纳斯达克:PYPL)</li><li><b>广场公司。</b>(纽约证券交易所代码:SQ)</li><li><b>绿点公司</b>(纽约证券交易所代码:GDOT)</li></ul>莫戈公司。</blockquote></p><p> Starting us off is Canadian fintech company Mogo. It offers a wide range of financial services ranging from personal loans, mortgages, a Visa Prepaid Card, and credit score viewing. More importantly, the company also facilitates Bitcoin transactions. This particular service has exploded together with the price of the cryptocurrency over the last month. Mogo saw massive month-over-month jumps of 141% in new Bitcoin accounts added and 323% in Bitcoin transaction volume in January. Likewise, MOGO stock is currently up by over 160% year-to-date. Aside from Bitcoin-related tailwinds, the company has also been hard at work expanding its financial portfolio.</p><p><blockquote>让我们起步的是加拿大金融科技公司Mogo。它提供广泛的金融服务,包括个人贷款、抵押贷款、Visa预付卡和信用评分查看。更重要的是,该公司还促进了比特币交易。在过去的一个月里,这项特殊的服务随着加密货币的价格一起爆炸式增长。Mogo 1月份新增比特币账户环比大幅增长141%,比特币交易量环比增长323%。同样,MOGO股价今年迄今已上涨超过160%。除了与比特币相关的有利因素外,该公司还一直在努力扩大其金融投资组合。</blockquote></p><p> For starters, Mogo acquired leading digital payments solutions provider Carta Worldwide, over two weeks ago. This move expanded Mogo’s addressable market by entering the global $2.5 trillion payments market. Following that, the company expanded into Japan last week via Carta. According to Mogo, this move was in support of the TransferWise multi-currency debit card launch in the country. With this move, Mogo continues to expand its market reach globally and seems eager to make the most of its newly acquired subsidiary. With the company firing on all cylinders now, will you be watching MOGO stock?</p><p><blockquote>首先,Mogo在两周前收购了领先的数字支付解决方案提供商Carta Worldwide。此举通过进入全球2.5万亿美元的支付市场扩大了Mogo的潜在市场。此后,该公司上周通过Carta扩展到日本。据Mogo称,此举是为了支持TransferWise多币种借记卡在该国的推出。通过这一举措,Mogo继续扩大其全球市场范围,并似乎渴望充分利用其新收购的子公司。随着该公司现在全力以赴,您会关注MOGO股票吗?</blockquote></p><p> PayPal Holdings Inc.</p><p><blockquote>PayPal控股公司。</blockquote></p><p> Following that, we will be looking at fintech giant, PayPal. Just like our other entries on this list, the company does facilitate cryptocurrency transactions for its clients. Last week, PayPal reported record figures across the board. For its fourth quarter, the company saw a total payment volume (TPV) of $277 billion, a 39% increase year-over-year. Furthermore, the company’s earnings per share more than tripled over the same time as well. In detail, TPVs across its merchant services and Venmo app grew by 42% and 60% respectively. With PayPal riding both Bitcoin and pandemic tailwinds, PYPL stock continues to soar to greater heights. It has gained by over 230% since the March lows and closed yesterday at a record high. Investors may be wondering if it still has room to run moving forward.</p><p><blockquote>接下来,我们将关注金融科技巨头PayPal。就像我们在这个列表中的其他条目一样,该公司确实为其客户促进了加密货币交易。上周,PayPal公布了全面创纪录的数据。第四季度,该公司支付总额(TPV)为2770亿美元,同比增长39%。此外,该公司的每股收益同期也增长了两倍多。具体而言,其商户服务和Venmo应用程序的TPV分别增长了42%和60%。随着PayPal乘着比特币和大流行的东风,PYPL股价继续飙升至更高的高度。自3月份低点以来,该股已上涨超过230%,昨天收于历史新高。投资者可能想知道它是否还有前进的空间。</blockquote></p><p> For one thing, the company does not seem to be slowing down anytime soon. Yesterday, it announced a new collaboration with global commerce solutions provider Digital River (DR). To summarize, PayPal now has a new ‘pay later’ option available to U.S. clients on DR’s e-commerce platform.<i>The “Pay in 4</i>” feature will allow customers to pay for items priced from $30 to $600 across four interest-free payments. Simultaneously, merchants get paid upfront at no additional cost to the customer. As PayPal continues to make waves in the fintech space, could PYPL stock continue to flourish this year? You tell me.</p><p><blockquote>一方面,该公司似乎不会很快放缓。昨天,它宣布了与全球商业解决方案提供商Digital River(DR)的新合作。总而言之,PayPal现在在DR的电子商务平台上为美国客户提供了一个新的“稍后付款”选项。<i>“按4支付”</i>“该功能将允许客户通过四次免息付款支付价格从30美元到600美元的商品。同时,商家无需向客户支付额外费用即可获得预付款。随着PayPal继续在金融科技领域掀起波澜,PYPL股票今年能否继续蓬勃发展?你告诉我。</blockquote></p><p> Square Inc.</p><p><blockquote>广场公司。</blockquote></p><p></p><p> Another top fintech company on the radar now would be Square. Aside from its Bitcoin-related services, the leading fintech player does bring a lot to the table. Whether it is financial solutions, merchant services, or mobile payment, Square’s offerings compete with the best in the field. For the uninitiated, the company markets software and hardware payments products to businesses of all sizes. At the same time, its consumer-focused digital payment ecosystem, Cash App, has also seen mind-blowing growth in the past year. Square reported having 30 million monthly active users on the app which generated over $2 billion in revenue in its recent quarter. Seasoned investors would be familiar with the meteoric rise of the company. Indeed, SQ stock has and continues to impress with gains of over 200% in the past year. With the current focus on fintech, could investors continue to find more value in SQ stock?</p><p><blockquote>现在另一家备受关注的顶级金融科技公司是Square。除了与比特币相关的服务之外,这家领先的金融科技公司确实带来了很多东西。无论是金融解决方案、商家服务还是移动支付,Square的产品都能与该领域的佼佼者竞争。对于门外汉来说,该公司向各种规模的企业销售软件和硬件支付产品。与此同时,其以消费者为中心的数字支付生态系统Cash App在过去一年中也出现了令人兴奋的增长。Square报告称,该应用程序每月有3000万活跃用户,最近一个季度的收入超过20亿美元。经验丰富的投资者会熟悉该公司的迅速崛起。事实上,SQ股票在过去一年中已经并将继续令人印象深刻,涨幅超过200%。鉴于目前对金融科技的关注,投资者能否继续在SQ股票中发现更多价值?</blockquote></p><p> Well, it has been posting phenomenal figures on the business side of things. In its third-quarter fiscal reported in November, it saw a year-over-year surge of 139% in total revenue and 246% in cash on hand. Specifically, Cash App’s gross profit skyrocketed by 212% year-over-year. All things considered, will you be watching SQ stock ahead of Square’s upcomingearnings callon February 23?</p><p><blockquote>嗯,它在商业方面发布了惊人的数据。在11月份公布的第三季度财报中,该公司总收入同比增长139%,手头现金同比增长246%。具体来看,Cash App毛利同比暴涨212%。综合考虑,您会在Square即将于2月23日发布财报之前关注SQ股票吗?</blockquote></p><p> Green Dot Corporation</p><p><blockquote>绿点公司</blockquote></p><p> Undoubtedly, Green Dot is a fintech industry-veteran that should not be overlooked. As it stands, Green Dot is the world’s largest prepaid debit card company by market capitalization. The company also boasts an impressive list of clients, to say the least. Its fintech partners include but are not limited to, Google (NASDAQ: GOOGL), Uber (NYSE: UBER), and Walmart (NYSE: WMT). Equally impressive is GDOT stock’s growth of over 220% since the March selloffs. With Green Dot slated to release its fourth-quarter earnings on February 22, I can see investors watching GDOT stock closely.</p><p><blockquote>毫无疑问,绿点是一位不容忽视的金融科技行业资深人士。目前,绿点是全球市值最大的预付借记卡公司。至少可以说,该公司还拥有令人印象深刻的客户名单。其金融科技合作伙伴包括但不限于谷歌(纳斯达克股票代码:GOOGL)、优步(纽约证券交易所股票代码:UBER)和沃尔玛(纽约证券交易所股票代码:WMT)。同样令人印象深刻的是,自3月份抛售以来,GDOT股票增长了220%以上。随着Green Dot定于2月22日发布第四季度收益,我可以看到投资者正在密切关注GDOT股票。</blockquote></p><p> For the most part, the company has been hard at work maintaining its current momentum. Last month, the company launched a new mobile bank focused on addressing the two in three Americans “<i>living from paycheck to paycheck</i>”. Through this, Green Dot is leveraging its rich industry experience to provide affordable banking solutions for clients in need. In the long run, this could play out well for Green Dot as it engages consumers amidst these troubling times. Moreover, the company appointed a new CTO in Gyorgy Tomso last week. CEO Dan Henry said, “<i>Gyorgy is a fintech veteran whose deep experience leading technology strategy for financial services companies is going to be instrumental in Green Dot’s growth as a leading fintech.</i>” Has all this convinced you to add GDOT to your watchlist?</p><p><blockquote>在很大程度上,该公司一直在努力保持目前的势头。上个月,该公司推出了一家新的移动银行,专注于解决三分之二美国人的问题”<i>靠薪水生活</i>”.通过这一点,绿点正在利用其丰富的行业经验为有需要的客户提供负担得起的银行解决方案。从长远来看,这对绿点来说可能会很好,因为它在这个困难时期吸引了消费者。此外,该公司上周任命了一位新的CTO Gyorgy Tomso。首席执行官丹·亨利说:“<i>Gyorgy是一位金融科技资深人士,他在金融服务公司领先技术战略方面的丰富经验将有助于Green Dot作为领先金融科技公司的发展。</i>“这一切是否说服您将GDOT添加到您的观察列表中?</blockquote></p><p></p>","source":"lsy1603171495471","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>Best Stocks To Buy For 2021? 4 Fintech Stocks To Watch<blockquote>2021年最值得购买的股票?4只值得关注的金融科技股</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\">\nBest Stocks To Buy For 2021? 4 Fintech Stocks To Watch<blockquote>2021年最值得购买的股票?4只值得关注的金融科技股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-02-11 14:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat right now. This is thanks to a $1.5 billion investment into the cryptocurrency from electric vehicle titan Tesla (NASDAQ: TSLA). It is one of the latest large tech companies to not only invest in but eventually start acceptingBitcoinas payment. In fact, there have even been speculations of Apple (NASDAQ: AAPL) being well-positioned to join the cryptocurrency craze as well. How does this connect to fintech stocks?</p><p><blockquote>如果您关注最新的比特币新闻,您可能知道金融科技股票目前处于热门位置。这要归功于电动汽车巨头特斯拉(纳斯达克:TSLA)对加密货币的15亿美元投资。它是最新一家不仅投资而且最终开始接受比特币支付的大型科技公司之一。事实上,甚至有人猜测苹果(纳斯达克股票代码:AAPL)也有能力加入加密货币热潮。这与金融科技股票有何联系?</blockquote></p><p> Well, to begin with, fintech companies are the bridge that allows most of the general public access to cryptocurrencies such as Bitcoin. Alternatively, they are also key players in this current age of digital finance. Whatever way you cut it, the fintech industry is becoming more essential and is here to stay for the long run. Meanwhile, more conventional top fintech stocks like Mastercard (NYSE: MA) and American Express (NYSE: AXP) have mostly seen their shares recover to pre-pandemic levels. Therefore, investors would be logical in looking for thebest fintech stocks now. Having read till this point, you might be interested in investing in this industry yourself. If you are, here are four fintech stocks to consider now.</p><p><blockquote>首先,金融科技公司是允许大多数公众访问比特币等加密货币的桥梁。或者,他们也是当前数字金融时代的关键参与者。无论你以何种方式削减它,金融科技行业正变得越来越重要,并且将长期存在。与此同时,万事达卡(纽约证券交易所股票代码:MA)和美国运通(纽约证券交易所股票代码:AXP)等更传统的顶级金融科技股的股价大多已恢复至大流行前的水平。因此,投资者现在寻找最好的金融科技股票是合乎逻辑的。读到这里,你可能会有兴趣自己投资这个行业。如果您是,现在可以考虑以下四只金融科技股票。</blockquote></p><p> Top Fintech Stocks To Watch</p><p><blockquote>最值得关注的金融科技股票</blockquote></p><p> <ul> <li><b>Mogo Inc.</b>(NASDAQ: MOGO)</li> <li><b>PayPal Holdings Inc.</b>(NASDAQ: PYPL)</li> <li><b>Square Inc.</b>(NYSE: SQ)</li> <li><b>Green Dot Corporation</b>(NYSE: GDOT)</li> </ul> Mogo Inc.</p><p><blockquote><ul><li><b>莫戈公司。</b>(纳斯达克:MOGO)</li><li><b>PayPal控股公司。</b>(纳斯达克:PYPL)</li><li><b>广场公司。</b>(纽约证券交易所代码:SQ)</li><li><b>绿点公司</b>(纽约证券交易所代码:GDOT)</li></ul>莫戈公司。</blockquote></p><p> Starting us off is Canadian fintech company Mogo. It offers a wide range of financial services ranging from personal loans, mortgages, a Visa Prepaid Card, and credit score viewing. More importantly, the company also facilitates Bitcoin transactions. This particular service has exploded together with the price of the cryptocurrency over the last month. Mogo saw massive month-over-month jumps of 141% in new Bitcoin accounts added and 323% in Bitcoin transaction volume in January. Likewise, MOGO stock is currently up by over 160% year-to-date. Aside from Bitcoin-related tailwinds, the company has also been hard at work expanding its financial portfolio.</p><p><blockquote>让我们起步的是加拿大金融科技公司Mogo。它提供广泛的金融服务,包括个人贷款、抵押贷款、Visa预付卡和信用评分查看。更重要的是,该公司还促进了比特币交易。在过去的一个月里,这项特殊的服务随着加密货币的价格一起爆炸式增长。Mogo 1月份新增比特币账户环比大幅增长141%,比特币交易量环比增长323%。同样,MOGO股价今年迄今已上涨超过160%。除了与比特币相关的有利因素外,该公司还一直在努力扩大其金融投资组合。</blockquote></p><p> For starters, Mogo acquired leading digital payments solutions provider Carta Worldwide, over two weeks ago. This move expanded Mogo’s addressable market by entering the global $2.5 trillion payments market. Following that, the company expanded into Japan last week via Carta. According to Mogo, this move was in support of the TransferWise multi-currency debit card launch in the country. With this move, Mogo continues to expand its market reach globally and seems eager to make the most of its newly acquired subsidiary. With the company firing on all cylinders now, will you be watching MOGO stock?</p><p><blockquote>首先,Mogo在两周前收购了领先的数字支付解决方案提供商Carta Worldwide。此举通过进入全球2.5万亿美元的支付市场扩大了Mogo的潜在市场。此后,该公司上周通过Carta扩展到日本。据Mogo称,此举是为了支持TransferWise多币种借记卡在该国的推出。通过这一举措,Mogo继续扩大其全球市场范围,并似乎渴望充分利用其新收购的子公司。随着该公司现在全力以赴,您会关注MOGO股票吗?</blockquote></p><p> PayPal Holdings Inc.</p><p><blockquote>PayPal控股公司。</blockquote></p><p> Following that, we will be looking at fintech giant, PayPal. Just like our other entries on this list, the company does facilitate cryptocurrency transactions for its clients. Last week, PayPal reported record figures across the board. For its fourth quarter, the company saw a total payment volume (TPV) of $277 billion, a 39% increase year-over-year. Furthermore, the company’s earnings per share more than tripled over the same time as well. In detail, TPVs across its merchant services and Venmo app grew by 42% and 60% respectively. With PayPal riding both Bitcoin and pandemic tailwinds, PYPL stock continues to soar to greater heights. It has gained by over 230% since the March lows and closed yesterday at a record high. Investors may be wondering if it still has room to run moving forward.</p><p><blockquote>接下来,我们将关注金融科技巨头PayPal。就像我们在这个列表中的其他条目一样,该公司确实为其客户促进了加密货币交易。上周,PayPal公布了全面创纪录的数据。第四季度,该公司支付总额(TPV)为2770亿美元,同比增长39%。此外,该公司的每股收益同期也增长了两倍多。具体而言,其商户服务和Venmo应用程序的TPV分别增长了42%和60%。随着PayPal乘着比特币和大流行的东风,PYPL股价继续飙升至更高的高度。自3月份低点以来,该股已上涨超过230%,昨天收于历史新高。投资者可能想知道它是否还有前进的空间。</blockquote></p><p> For one thing, the company does not seem to be slowing down anytime soon. Yesterday, it announced a new collaboration with global commerce solutions provider Digital River (DR). To summarize, PayPal now has a new ‘pay later’ option available to U.S. clients on DR’s e-commerce platform.<i>The “Pay in 4</i>” feature will allow customers to pay for items priced from $30 to $600 across four interest-free payments. Simultaneously, merchants get paid upfront at no additional cost to the customer. As PayPal continues to make waves in the fintech space, could PYPL stock continue to flourish this year? You tell me.</p><p><blockquote>一方面,该公司似乎不会很快放缓。昨天,它宣布了与全球商业解决方案提供商Digital River(DR)的新合作。总而言之,PayPal现在在DR的电子商务平台上为美国客户提供了一个新的“稍后付款”选项。<i>“按4支付”</i>“该功能将允许客户通过四次免息付款支付价格从30美元到600美元的商品。同时,商家无需向客户支付额外费用即可获得预付款。随着PayPal继续在金融科技领域掀起波澜,PYPL股票今年能否继续蓬勃发展?你告诉我。</blockquote></p><p> Square Inc.</p><p><blockquote>广场公司。</blockquote></p><p></p><p> Another top fintech company on the radar now would be Square. Aside from its Bitcoin-related services, the leading fintech player does bring a lot to the table. Whether it is financial solutions, merchant services, or mobile payment, Square’s offerings compete with the best in the field. For the uninitiated, the company markets software and hardware payments products to businesses of all sizes. At the same time, its consumer-focused digital payment ecosystem, Cash App, has also seen mind-blowing growth in the past year. Square reported having 30 million monthly active users on the app which generated over $2 billion in revenue in its recent quarter. Seasoned investors would be familiar with the meteoric rise of the company. Indeed, SQ stock has and continues to impress with gains of over 200% in the past year. With the current focus on fintech, could investors continue to find more value in SQ stock?</p><p><blockquote>现在另一家备受关注的顶级金融科技公司是Square。除了与比特币相关的服务之外,这家领先的金融科技公司确实带来了很多东西。无论是金融解决方案、商家服务还是移动支付,Square的产品都能与该领域的佼佼者竞争。对于门外汉来说,该公司向各种规模的企业销售软件和硬件支付产品。与此同时,其以消费者为中心的数字支付生态系统Cash App在过去一年中也出现了令人兴奋的增长。Square报告称,该应用程序每月有3000万活跃用户,最近一个季度的收入超过20亿美元。经验丰富的投资者会熟悉该公司的迅速崛起。事实上,SQ股票在过去一年中已经并将继续令人印象深刻,涨幅超过200%。鉴于目前对金融科技的关注,投资者能否继续在SQ股票中发现更多价值?</blockquote></p><p> Well, it has been posting phenomenal figures on the business side of things. In its third-quarter fiscal reported in November, it saw a year-over-year surge of 139% in total revenue and 246% in cash on hand. Specifically, Cash App’s gross profit skyrocketed by 212% year-over-year. All things considered, will you be watching SQ stock ahead of Square’s upcomingearnings callon February 23?</p><p><blockquote>嗯,它在商业方面发布了惊人的数据。在11月份公布的第三季度财报中,该公司总收入同比增长139%,手头现金同比增长246%。具体来看,Cash App毛利同比暴涨212%。综合考虑,您会在Square即将于2月23日发布财报之前关注SQ股票吗?</blockquote></p><p> Green Dot Corporation</p><p><blockquote>绿点公司</blockquote></p><p> Undoubtedly, Green Dot is a fintech industry-veteran that should not be overlooked. As it stands, Green Dot is the world’s largest prepaid debit card company by market capitalization. The company also boasts an impressive list of clients, to say the least. Its fintech partners include but are not limited to, Google (NASDAQ: GOOGL), Uber (NYSE: UBER), and Walmart (NYSE: WMT). Equally impressive is GDOT stock’s growth of over 220% since the March selloffs. With Green Dot slated to release its fourth-quarter earnings on February 22, I can see investors watching GDOT stock closely.</p><p><blockquote>毫无疑问,绿点是一位不容忽视的金融科技行业资深人士。目前,绿点是全球市值最大的预付借记卡公司。至少可以说,该公司还拥有令人印象深刻的客户名单。其金融科技合作伙伴包括但不限于谷歌(纳斯达克股票代码:GOOGL)、优步(纽约证券交易所股票代码:UBER)和沃尔玛(纽约证券交易所股票代码:WMT)。同样令人印象深刻的是,自3月份抛售以来,GDOT股票增长了220%以上。随着Green Dot定于2月22日发布第四季度收益,我可以看到投资者正在密切关注GDOT股票。</blockquote></p><p> For the most part, the company has been hard at work maintaining its current momentum. Last month, the company launched a new mobile bank focused on addressing the two in three Americans “<i>living from paycheck to paycheck</i>”. Through this, Green Dot is leveraging its rich industry experience to provide affordable banking solutions for clients in need. In the long run, this could play out well for Green Dot as it engages consumers amidst these troubling times. Moreover, the company appointed a new CTO in Gyorgy Tomso last week. CEO Dan Henry said, “<i>Gyorgy is a fintech veteran whose deep experience leading technology strategy for financial services companies is going to be instrumental in Green Dot’s growth as a leading fintech.</i>” Has all this convinced you to add GDOT to your watchlist?</p><p><blockquote>在很大程度上,该公司一直在努力保持目前的势头。上个月,该公司推出了一家新的移动银行,专注于解决三分之二美国人的问题”<i>靠薪水生活</i>”.通过这一点,绿点正在利用其丰富的行业经验为有需要的客户提供负担得起的银行解决方案。从长远来看,这对绿点来说可能会很好,因为它在这个困难时期吸引了消费者。此外,该公司上周任命了一位新的CTO Gyorgy Tomso。首席执行官丹·亨利说:“<i>Gyorgy是一位金融科技资深人士,他在金融服务公司领先技术战略方面的丰富经验将有助于Green Dot作为领先金融科技公司的发展。</i>“这一切是否说服您将GDOT添加到您的观察列表中?</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.nasdaq.com/articles/best-stocks-to-buy-for-2021-4-fintech-stocks-to-watch-2021-02-10\">Nasdaq</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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.nasdaq.com/articles/best-stocks-to-buy-for-2021-4-fintech-stocks-to-watch-2021-02-10","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168862133","content_text":"If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat right now. This is thanks to a $1.5 billion investment into the cryptocurrency from electric vehicle titan Tesla (NASDAQ: TSLA). It is one of the latest large tech companies to not only invest in but eventually start acceptingBitcoinas payment. In fact, there have even been speculations of Apple (NASDAQ: AAPL) being well-positioned to join the cryptocurrency craze as well. How does this connect to fintech stocks?\nWell, to begin with, fintech companies are the bridge that allows most of the general public access to cryptocurrencies such as Bitcoin. Alternatively, they are also key players in this current age of digital finance. Whatever way you cut it, the fintech industry is becoming more essential and is here to stay for the long run. Meanwhile, more conventional top fintech stocks like Mastercard (NYSE: MA) and American Express (NYSE: AXP) have mostly seen their shares recover to pre-pandemic levels. Therefore, investors would be logical in looking for thebest fintech stocks now. Having read till this point, you might be interested in investing in this industry yourself. If you are, here are four fintech stocks to consider now.\nTop Fintech Stocks To Watch\n\nMogo Inc.(NASDAQ: MOGO)\nPayPal Holdings Inc.(NASDAQ: PYPL)\nSquare Inc.(NYSE: SQ)\nGreen Dot Corporation(NYSE: GDOT)\n\nMogo Inc.\nStarting us off is Canadian fintech company Mogo. It offers a wide range of financial services ranging from personal loans, mortgages, a Visa Prepaid Card, and credit score viewing. More importantly, the company also facilitates Bitcoin transactions. This particular service has exploded together with the price of the cryptocurrency over the last month. Mogo saw massive month-over-month jumps of 141% in new Bitcoin accounts added and 323% in Bitcoin transaction volume in January. Likewise, MOGO stock is currently up by over 160% year-to-date. Aside from Bitcoin-related tailwinds, the company has also been hard at work expanding its financial portfolio.\nFor starters, Mogo acquired leading digital payments solutions provider Carta Worldwide, over two weeks ago. This move expanded Mogo’s addressable market by entering the global $2.5 trillion payments market. Following that, the company expanded into Japan last week via Carta. According to Mogo, this move was in support of the TransferWise multi-currency debit card launch in the country. With this move, Mogo continues to expand its market reach globally and seems eager to make the most of its newly acquired subsidiary. With the company firing on all cylinders now, will you be watching MOGO stock?\nPayPal Holdings Inc.\nFollowing that, we will be looking at fintech giant, PayPal. Just like our other entries on this list, the company does facilitate cryptocurrency transactions for its clients. Last week, PayPal reported record figures across the board. For its fourth quarter, the company saw a total payment volume (TPV) of $277 billion, a 39% increase year-over-year. Furthermore, the company’s earnings per share more than tripled over the same time as well. In detail, TPVs across its merchant services and Venmo app grew by 42% and 60% respectively. With PayPal riding both Bitcoin and pandemic tailwinds, PYPL stock continues to soar to greater heights. It has gained by over 230% since the March lows and closed yesterday at a record high. Investors may be wondering if it still has room to run moving forward.\nFor one thing, the company does not seem to be slowing down anytime soon. Yesterday, it announced a new collaboration with global commerce solutions provider Digital River (DR). To summarize, PayPal now has a new ‘pay later’ option available to U.S. clients on DR’s e-commerce platform.The “Pay in 4” feature will allow customers to pay for items priced from $30 to $600 across four interest-free payments. Simultaneously, merchants get paid upfront at no additional cost to the customer. As PayPal continues to make waves in the fintech space, could PYPL stock continue to flourish this year? You tell me.\nSquare Inc.\nAnother top fintech company on the radar now would be Square. Aside from its Bitcoin-related services, the leading fintech player does bring a lot to the table. Whether it is financial solutions, merchant services, or mobile payment, Square’s offerings compete with the best in the field. For the uninitiated, the company markets software and hardware payments products to businesses of all sizes. At the same time, its consumer-focused digital payment ecosystem, Cash App, has also seen mind-blowing growth in the past year. Square reported having 30 million monthly active users on the app which generated over $2 billion in revenue in its recent quarter. Seasoned investors would be familiar with the meteoric rise of the company. Indeed, SQ stock has and continues to impress with gains of over 200% in the past year. With the current focus on fintech, could investors continue to find more value in SQ stock?\nWell, it has been posting phenomenal figures on the business side of things. In its third-quarter fiscal reported in November, it saw a year-over-year surge of 139% in total revenue and 246% in cash on hand. Specifically, Cash App’s gross profit skyrocketed by 212% year-over-year. All things considered, will you be watching SQ stock ahead of Square’s upcomingearnings callon February 23?\nGreen Dot Corporation\nUndoubtedly, Green Dot is a fintech industry-veteran that should not be overlooked. As it stands, Green Dot is the world’s largest prepaid debit card company by market capitalization. The company also boasts an impressive list of clients, to say the least. Its fintech partners include but are not limited to, Google (NASDAQ: GOOGL), Uber (NYSE: UBER), and Walmart (NYSE: WMT). Equally impressive is GDOT stock’s growth of over 220% since the March selloffs. With Green Dot slated to release its fourth-quarter earnings on February 22, I can see investors watching GDOT stock closely.\nFor the most part, the company has been hard at work maintaining its current momentum. Last month, the company launched a new mobile bank focused on addressing the two in three Americans “living from paycheck to paycheck”. Through this, Green Dot is leveraging its rich industry experience to provide affordable banking solutions for clients in need. In the long run, this could play out well for Green Dot as it engages consumers amidst these troubling times. Moreover, the company appointed a new CTO in Gyorgy Tomso last week. CEO Dan Henry said, “Gyorgy is a fintech veteran whose deep experience leading technology strategy for financial services companies is going to be instrumental in Green Dot’s growth as a leading fintech.” Has all this convinced you to add GDOT to your watchlist?","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":829516948,"gmtCreate":1633526627277,"gmtModify":1633526627573,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829516948","repostId":"2173902917","repostType":4,"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":162163999,"gmtCreate":1624043353211,"gmtModify":1631891351122,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/162163999","repostId":"2144774740","repostType":4,"repost":{"id":"2144774740","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1624030096,"share":"https://www.laohu8.com/m/news/2144774740?lang=zh_CN&edition=full","pubTime":"2021-06-18 23:28","market":"us","language":"en","title":"Adobe Getting Lift From Economic Reopening Post-Pandemic<blockquote>Adobe从大流行后经济重新开放中获得提振</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2144774740","media":"Investors","summary":"Software giant Adobe is benefiting as the economy reopens following the Covid-19 pandemic, a senior executive says.","content":"<p>Software giant <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.</p><p><blockquote>软件巨头<b><a href=\"https://laohu8.com/S/ADBE\">土坯</a></b>一位高管表示,随着Covid-19大流行消退,经济重新开放,该公司正在受益。该公司的季度报告证明了这一点。ADBE股价周五上涨。</blockquote></p><p> The maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.</p><p><blockquote>这家数字媒体和营销软件制造商周四晚些时候公布的第二财季收益轻松超出预期。Adobe还指导了本季度的上述观点。</blockquote></p><p> The San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.</p><p><blockquote>这家总部位于加利福尼亚州圣何塞的公司在截至6月4日的季度销售额为38.4亿美元,调整后每股收益为3.03美元。与去年同期相比,Adobe盈利增长24%,销售额增长23%。</blockquote></p><p> For the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.</p><p><blockquote>Adobe预计本季度调整后每股收益为3美元,增长17%,销售额为38.8亿美元,增长20%。</blockquote></p><p> <h2>ADBE Stock Rises After Earnings Report</h2> In morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.</p><p><blockquote><h2>ADBE股价在收益报告后上涨</h2>今天股市早盘交易中,ADBE股价上涨2.2%,接近563.35点。盘中早些时候,ADBE股价创下570点的历史新高。</blockquote></p><p> \"All three of our businesses — Creative Cloud, Document Cloud and <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"</p><p><blockquote>“我们的三项业务——创意云、文档云和<a href=\"https://laohu8.com/S/EXP.AU\">经验</a>云——本季度刚刚以出色的表现击败了它,”首席财务官约翰·墨菲(John Murphy)告诉《投资者商业日报》。“以个性化方式进行内容创作和客户体验参与正在我们所有业务中引起共鸣。它确实推动了业务的发展势头和加速。”</blockquote></p><p> That momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.</p><p><blockquote>墨菲表示,这种势头将在该公司季节性疲软的第三财季持续下去。本季度包括夏季的六月、七月和八月。</blockquote></p><p> \"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"</p><p><blockquote>墨菲表示:“宏观经济稳定给了很多企业再次投资的信心。”“企业正在优先考虑数字化转型。”</blockquote></p><p> The reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.</p><p><blockquote>他表示,疫情过后经济的重新开放和重返办公室应该会为Adobe的业务提供推动力。</blockquote></p><p> <h2>Analysts Raise Price Targets On Adobe Stock</h2> At least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.</p><p><blockquote><h2>分析师提高Adobe股票的目标价</h2>财报发布后,至少15名华尔街分析师上调了ADBE股票的目标价。</blockquote></p><p> Mizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.</p><p><blockquote>瑞穗证券分析师Gregg Moskowitz重申了对ADBE股票的买入评级,并将目标价从600点上调至640点。</blockquote></p><p> \"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"</p><p><blockquote>莫斯科维茨在给客户的一份报告中表示:“Adobe广泛的软件解决方案组合使其成为内容创建、消费和协作的黄金标准。”“Adobe凭借其全面的端到端产品使其与竞争对手区分开来,处于有利地位,可以从数字化转型中受益。”</blockquote></p><p> On June 11, ADBE stock broke out of a 40-week consolidation period at a buy point of 536.98, according to IBD MarketSmith charts.</p><p><blockquote>根据IBD MarketSmith图表,6月11日,ADBE股票突破了40周的盘整期,买入点为536.98。</blockquote></p><p> However, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.</p><p><blockquote>然而,IBD排行榜分析为投资者提供了较大盘整格局中杯基的早期买入点525.54。</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>Adobe Getting Lift From Economic Reopening Post-Pandemic<blockquote>Adobe从大流行后经济重新开放中获得提振</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAdobe Getting Lift From Economic Reopening Post-Pandemic<blockquote>Adobe从大流行后经济重新开放中获得提振</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time smaller\">2021-06-18 23:28</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Software giant <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.</p><p><blockquote>软件巨头<b><a href=\"https://laohu8.com/S/ADBE\">土坯</a></b>一位高管表示,随着Covid-19大流行消退,经济重新开放,该公司正在受益。该公司的季度报告证明了这一点。ADBE股价周五上涨。</blockquote></p><p> The maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.</p><p><blockquote>这家数字媒体和营销软件制造商周四晚些时候公布的第二财季收益轻松超出预期。Adobe还指导了本季度的上述观点。</blockquote></p><p> The San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.</p><p><blockquote>这家总部位于加利福尼亚州圣何塞的公司在截至6月4日的季度销售额为38.4亿美元,调整后每股收益为3.03美元。与去年同期相比,Adobe盈利增长24%,销售额增长23%。</blockquote></p><p> For the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.</p><p><blockquote>Adobe预计本季度调整后每股收益为3美元,增长17%,销售额为38.8亿美元,增长20%。</blockquote></p><p> <h2>ADBE Stock Rises After Earnings Report</h2> In morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.</p><p><blockquote><h2>ADBE股价在收益报告后上涨</h2>今天股市早盘交易中,ADBE股价上涨2.2%,接近563.35点。盘中早些时候,ADBE股价创下570点的历史新高。</blockquote></p><p> \"All three of our businesses — Creative Cloud, Document Cloud and <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"</p><p><blockquote>“我们的三项业务——创意云、文档云和<a href=\"https://laohu8.com/S/EXP.AU\">经验</a>云——本季度刚刚以出色的表现击败了它,”首席财务官约翰·墨菲(John Murphy)告诉《投资者商业日报》。“以个性化方式进行内容创作和客户体验参与正在我们所有业务中引起共鸣。它确实推动了业务的发展势头和加速。”</blockquote></p><p> That momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.</p><p><blockquote>墨菲表示,这种势头将在该公司季节性疲软的第三财季持续下去。本季度包括夏季的六月、七月和八月。</blockquote></p><p> \"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"</p><p><blockquote>墨菲表示:“宏观经济稳定给了很多企业再次投资的信心。”“企业正在优先考虑数字化转型。”</blockquote></p><p> The reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.</p><p><blockquote>他表示,疫情过后经济的重新开放和重返办公室应该会为Adobe的业务提供推动力。</blockquote></p><p> <h2>Analysts Raise Price Targets On Adobe Stock</h2> At least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.</p><p><blockquote><h2>分析师提高Adobe股票的目标价</h2>财报发布后,至少15名华尔街分析师上调了ADBE股票的目标价。</blockquote></p><p> Mizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.</p><p><blockquote>瑞穗证券分析师Gregg Moskowitz重申了对ADBE股票的买入评级,并将目标价从600点上调至640点。</blockquote></p><p> \"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"</p><p><blockquote>莫斯科维茨在给客户的一份报告中表示:“Adobe广泛的软件解决方案组合使其成为内容创建、消费和协作的黄金标准。”“Adobe凭借其全面的端到端产品使其与竞争对手区分开来,处于有利地位,可以从数字化转型中受益。”</blockquote></p><p> On June 11, ADBE stock broke out of a 40-week consolidation period at a buy point of 536.98, according to IBD MarketSmith charts.</p><p><blockquote>根据IBD MarketSmith图表,6月11日,ADBE股票突破了40周的盘整期,买入点为536.98。</blockquote></p><p> However, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.</p><p><blockquote>然而,IBD排行榜分析为投资者提供了较大盘整格局中杯基的早期买入点525.54。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144774740","content_text":"Software giant Adobe is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.\nThe maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.\nThe San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.\nFor the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.\nADBE Stock Rises After Earnings Report\nIn morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.\n\"All three of our businesses — Creative Cloud, Document Cloud and Experience Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"\nThat momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.\n\"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"\nThe reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.\nAnalysts Raise Price Targets On Adobe Stock\nAt least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.\nMizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.\n\"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"\nOn June 11, ADBE stock broke out of a 40-week consolidation period at a buy point of 536.98, according to IBD MarketSmith charts.\nHowever, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.","news_type":1,"symbols_score_info":{"ADBE":0.9}},"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326359270,"gmtCreate":1615597131090,"gmtModify":1703491394572,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKW\">$ARK Next Generation Internet ETF(ARKW)$</a> fast fast come bek","listText":"<a href=\"https://laohu8.com/S/ARKW\">$ARK Next Generation Internet ETF(ARKW)$</a> fast fast come bek","text":"$ARK Next Generation Internet ETF(ARKW)$ fast fast come bek","images":[{"img":"https://static.tigerbbs.com/97620e033daba53403f5845fd2a1de8f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/326359270","isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":382888731,"gmtCreate":1613425054323,"gmtModify":1634553736762,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Best fintec","listText":"Best fintec","text":"Best fintec","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/382888731","repostId":"1168862133","repostType":4,"repost":{"id":"1168862133","kind":"news","pubTimestamp":1613024272,"share":"https://www.laohu8.com/m/news/1168862133?lang=zh_CN&edition=full","pubTime":"2021-02-11 14:17","market":"us","language":"en","title":"Best Stocks To Buy For 2021? 4 Fintech Stocks To Watch<blockquote>2021年最值得购买的股票?4只值得关注的金融科技股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168862133","media":"Nasdaq","summary":"If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat","content":"<p>If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat right now. This is thanks to a $1.5 billion investment into the cryptocurrency from electric vehicle titan Tesla (NASDAQ: TSLA). It is one of the latest large tech companies to not only invest in but eventually start acceptingBitcoinas payment. In fact, there have even been speculations of Apple (NASDAQ: AAPL) being well-positioned to join the cryptocurrency craze as well. How does this connect to fintech stocks?</p><p><blockquote>如果您关注最新的比特币新闻,您可能知道金融科技股票目前处于热门位置。这要归功于电动汽车巨头特斯拉(纳斯达克:TSLA)对加密货币的15亿美元投资。它是最新一家不仅投资而且最终开始接受比特币支付的大型科技公司之一。事实上,甚至有人猜测苹果(纳斯达克股票代码:AAPL)也有能力加入加密货币热潮。这与金融科技股票有何联系?</blockquote></p><p> Well, to begin with, fintech companies are the bridge that allows most of the general public access to cryptocurrencies such as Bitcoin. Alternatively, they are also key players in this current age of digital finance. Whatever way you cut it, the fintech industry is becoming more essential and is here to stay for the long run. Meanwhile, more conventional top fintech stocks like Mastercard (NYSE: MA) and American Express (NYSE: AXP) have mostly seen their shares recover to pre-pandemic levels. Therefore, investors would be logical in looking for thebest fintech stocks now. Having read till this point, you might be interested in investing in this industry yourself. If you are, here are four fintech stocks to consider now.</p><p><blockquote>首先,金融科技公司是允许大多数公众访问比特币等加密货币的桥梁。或者,他们也是当前数字金融时代的关键参与者。无论你以何种方式削减它,金融科技行业正变得越来越重要,并且将长期存在。与此同时,万事达卡(纽约证券交易所股票代码:MA)和美国运通(纽约证券交易所股票代码:AXP)等更传统的顶级金融科技股的股价大多已恢复至大流行前的水平。因此,投资者现在寻找最好的金融科技股票是合乎逻辑的。读到这里,你可能会有兴趣自己投资这个行业。如果您是,现在可以考虑以下四只金融科技股票。</blockquote></p><p> Top Fintech Stocks To Watch</p><p><blockquote>最值得关注的金融科技股票</blockquote></p><p> <ul> <li><b>Mogo Inc.</b>(NASDAQ: MOGO)</li> <li><b>PayPal Holdings Inc.</b>(NASDAQ: PYPL)</li> <li><b>Square Inc.</b>(NYSE: SQ)</li> <li><b>Green Dot Corporation</b>(NYSE: GDOT)</li> </ul> Mogo Inc.</p><p><blockquote><ul><li><b>莫戈公司。</b>(纳斯达克:MOGO)</li><li><b>PayPal控股公司。</b>(纳斯达克:PYPL)</li><li><b>广场公司。</b>(纽约证券交易所代码:SQ)</li><li><b>绿点公司</b>(纽约证券交易所代码:GDOT)</li></ul>莫戈公司。</blockquote></p><p> Starting us off is Canadian fintech company Mogo. It offers a wide range of financial services ranging from personal loans, mortgages, a Visa Prepaid Card, and credit score viewing. More importantly, the company also facilitates Bitcoin transactions. This particular service has exploded together with the price of the cryptocurrency over the last month. Mogo saw massive month-over-month jumps of 141% in new Bitcoin accounts added and 323% in Bitcoin transaction volume in January. Likewise, MOGO stock is currently up by over 160% year-to-date. Aside from Bitcoin-related tailwinds, the company has also been hard at work expanding its financial portfolio.</p><p><blockquote>让我们起步的是加拿大金融科技公司Mogo。它提供广泛的金融服务,包括个人贷款、抵押贷款、Visa预付卡和信用评分查看。更重要的是,该公司还促进了比特币交易。在过去的一个月里,这项特殊的服务随着加密货币的价格一起爆炸式增长。Mogo 1月份新增比特币账户环比大幅增长141%,比特币交易量环比增长323%。同样,MOGO股价今年迄今已上涨超过160%。除了与比特币相关的有利因素外,该公司还一直在努力扩大其金融投资组合。</blockquote></p><p> For starters, Mogo acquired leading digital payments solutions provider Carta Worldwide, over two weeks ago. This move expanded Mogo’s addressable market by entering the global $2.5 trillion payments market. Following that, the company expanded into Japan last week via Carta. According to Mogo, this move was in support of the TransferWise multi-currency debit card launch in the country. With this move, Mogo continues to expand its market reach globally and seems eager to make the most of its newly acquired subsidiary. With the company firing on all cylinders now, will you be watching MOGO stock?</p><p><blockquote>首先,Mogo在两周前收购了领先的数字支付解决方案提供商Carta Worldwide。此举通过进入全球2.5万亿美元的支付市场扩大了Mogo的潜在市场。此后,该公司上周通过Carta扩展到日本。据Mogo称,此举是为了支持TransferWise多币种借记卡在该国的推出。通过这一举措,Mogo继续扩大其全球市场范围,并似乎渴望充分利用其新收购的子公司。随着该公司现在全力以赴,您会关注MOGO股票吗?</blockquote></p><p> PayPal Holdings Inc.</p><p><blockquote>PayPal控股公司。</blockquote></p><p> Following that, we will be looking at fintech giant, PayPal. Just like our other entries on this list, the company does facilitate cryptocurrency transactions for its clients. Last week, PayPal reported record figures across the board. For its fourth quarter, the company saw a total payment volume (TPV) of $277 billion, a 39% increase year-over-year. Furthermore, the company’s earnings per share more than tripled over the same time as well. In detail, TPVs across its merchant services and Venmo app grew by 42% and 60% respectively. With PayPal riding both Bitcoin and pandemic tailwinds, PYPL stock continues to soar to greater heights. It has gained by over 230% since the March lows and closed yesterday at a record high. Investors may be wondering if it still has room to run moving forward.</p><p><blockquote>接下来,我们将关注金融科技巨头PayPal。就像我们在这个列表中的其他条目一样,该公司确实为其客户促进了加密货币交易。上周,PayPal公布了全面创纪录的数据。第四季度,该公司支付总额(TPV)为2770亿美元,同比增长39%。此外,该公司的每股收益同期也增长了两倍多。具体而言,其商户服务和Venmo应用程序的TPV分别增长了42%和60%。随着PayPal乘着比特币和大流行的东风,PYPL股价继续飙升至更高的高度。自3月份低点以来,该股已上涨超过230%,昨天收于历史新高。投资者可能想知道它是否还有前进的空间。</blockquote></p><p> For one thing, the company does not seem to be slowing down anytime soon. Yesterday, it announced a new collaboration with global commerce solutions provider Digital River (DR). To summarize, PayPal now has a new ‘pay later’ option available to U.S. clients on DR’s e-commerce platform.<i>The “Pay in 4</i>” feature will allow customers to pay for items priced from $30 to $600 across four interest-free payments. Simultaneously, merchants get paid upfront at no additional cost to the customer. As PayPal continues to make waves in the fintech space, could PYPL stock continue to flourish this year? You tell me.</p><p><blockquote>一方面,该公司似乎不会很快放缓。昨天,它宣布了与全球商业解决方案提供商Digital River(DR)的新合作。总而言之,PayPal现在在DR的电子商务平台上为美国客户提供了一个新的“稍后付款”选项。<i>“按4支付”</i>“该功能将允许客户通过四次免息付款支付价格从30美元到600美元的商品。同时,商家无需向客户支付额外费用即可获得预付款。随着PayPal继续在金融科技领域掀起波澜,PYPL股票今年能否继续蓬勃发展?你告诉我。</blockquote></p><p> Square Inc.</p><p><blockquote>广场公司。</blockquote></p><p></p><p> Another top fintech company on the radar now would be Square. Aside from its Bitcoin-related services, the leading fintech player does bring a lot to the table. Whether it is financial solutions, merchant services, or mobile payment, Square’s offerings compete with the best in the field. For the uninitiated, the company markets software and hardware payments products to businesses of all sizes. At the same time, its consumer-focused digital payment ecosystem, Cash App, has also seen mind-blowing growth in the past year. Square reported having 30 million monthly active users on the app which generated over $2 billion in revenue in its recent quarter. Seasoned investors would be familiar with the meteoric rise of the company. Indeed, SQ stock has and continues to impress with gains of over 200% in the past year. With the current focus on fintech, could investors continue to find more value in SQ stock?</p><p><blockquote>现在另一家备受关注的顶级金融科技公司是Square。除了与比特币相关的服务之外,这家领先的金融科技公司确实带来了很多东西。无论是金融解决方案、商家服务还是移动支付,Square的产品都能与该领域的佼佼者竞争。对于门外汉来说,该公司向各种规模的企业销售软件和硬件支付产品。与此同时,其以消费者为中心的数字支付生态系统Cash App在过去一年中也出现了令人兴奋的增长。Square报告称,该应用程序每月有3000万活跃用户,最近一个季度的收入超过20亿美元。经验丰富的投资者会熟悉该公司的迅速崛起。事实上,SQ股票在过去一年中已经并将继续令人印象深刻,涨幅超过200%。鉴于目前对金融科技的关注,投资者能否继续在SQ股票中发现更多价值?</blockquote></p><p> Well, it has been posting phenomenal figures on the business side of things. In its third-quarter fiscal reported in November, it saw a year-over-year surge of 139% in total revenue and 246% in cash on hand. Specifically, Cash App’s gross profit skyrocketed by 212% year-over-year. All things considered, will you be watching SQ stock ahead of Square’s upcomingearnings callon February 23?</p><p><blockquote>嗯,它在商业方面发布了惊人的数据。在11月份公布的第三季度财报中,该公司总收入同比增长139%,手头现金同比增长246%。具体来看,Cash App毛利同比暴涨212%。综合考虑,您会在Square即将于2月23日发布财报之前关注SQ股票吗?</blockquote></p><p> Green Dot Corporation</p><p><blockquote>绿点公司</blockquote></p><p> Undoubtedly, Green Dot is a fintech industry-veteran that should not be overlooked. As it stands, Green Dot is the world’s largest prepaid debit card company by market capitalization. The company also boasts an impressive list of clients, to say the least. Its fintech partners include but are not limited to, Google (NASDAQ: GOOGL), Uber (NYSE: UBER), and Walmart (NYSE: WMT). Equally impressive is GDOT stock’s growth of over 220% since the March selloffs. With Green Dot slated to release its fourth-quarter earnings on February 22, I can see investors watching GDOT stock closely.</p><p><blockquote>毫无疑问,绿点是一位不容忽视的金融科技行业资深人士。目前,绿点是全球市值最大的预付借记卡公司。至少可以说,该公司还拥有令人印象深刻的客户名单。其金融科技合作伙伴包括但不限于谷歌(纳斯达克股票代码:GOOGL)、优步(纽约证券交易所股票代码:UBER)和沃尔玛(纽约证券交易所股票代码:WMT)。同样令人印象深刻的是,自3月份抛售以来,GDOT股票增长了220%以上。随着Green Dot定于2月22日发布第四季度收益,我可以看到投资者正在密切关注GDOT股票。</blockquote></p><p> For the most part, the company has been hard at work maintaining its current momentum. Last month, the company launched a new mobile bank focused on addressing the two in three Americans “<i>living from paycheck to paycheck</i>”. Through this, Green Dot is leveraging its rich industry experience to provide affordable banking solutions for clients in need. In the long run, this could play out well for Green Dot as it engages consumers amidst these troubling times. Moreover, the company appointed a new CTO in Gyorgy Tomso last week. CEO Dan Henry said, “<i>Gyorgy is a fintech veteran whose deep experience leading technology strategy for financial services companies is going to be instrumental in Green Dot’s growth as a leading fintech.</i>” Has all this convinced you to add GDOT to your watchlist?</p><p><blockquote>在很大程度上,该公司一直在努力保持目前的势头。上个月,该公司推出了一家新的移动银行,专注于解决三分之二美国人的问题”<i>靠薪水生活</i>”.通过这一点,绿点正在利用其丰富的行业经验为有需要的客户提供负担得起的银行解决方案。从长远来看,这对绿点来说可能会很好,因为它在这个困难时期吸引了消费者。此外,该公司上周任命了一位新的CTO Gyorgy Tomso。首席执行官丹·亨利说:“<i>Gyorgy是一位金融科技资深人士,他在金融服务公司领先技术战略方面的丰富经验将有助于Green Dot作为领先金融科技公司的发展。</i>“这一切是否说服您将GDOT添加到您的观察列表中?</blockquote></p><p></p>","source":"lsy1603171495471","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>Best Stocks To Buy For 2021? 4 Fintech Stocks To Watch<blockquote>2021年最值得购买的股票?4只值得关注的金融科技股</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\">\nBest Stocks To Buy For 2021? 4 Fintech Stocks To Watch<blockquote>2021年最值得购买的股票?4只值得关注的金融科技股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-02-11 14:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat right now. This is thanks to a $1.5 billion investment into the cryptocurrency from electric vehicle titan Tesla (NASDAQ: TSLA). It is one of the latest large tech companies to not only invest in but eventually start acceptingBitcoinas payment. In fact, there have even been speculations of Apple (NASDAQ: AAPL) being well-positioned to join the cryptocurrency craze as well. How does this connect to fintech stocks?</p><p><blockquote>如果您关注最新的比特币新闻,您可能知道金融科技股票目前处于热门位置。这要归功于电动汽车巨头特斯拉(纳斯达克:TSLA)对加密货币的15亿美元投资。它是最新一家不仅投资而且最终开始接受比特币支付的大型科技公司之一。事实上,甚至有人猜测苹果(纳斯达克股票代码:AAPL)也有能力加入加密货币热潮。这与金融科技股票有何联系?</blockquote></p><p> Well, to begin with, fintech companies are the bridge that allows most of the general public access to cryptocurrencies such as Bitcoin. Alternatively, they are also key players in this current age of digital finance. Whatever way you cut it, the fintech industry is becoming more essential and is here to stay for the long run. Meanwhile, more conventional top fintech stocks like Mastercard (NYSE: MA) and American Express (NYSE: AXP) have mostly seen their shares recover to pre-pandemic levels. Therefore, investors would be logical in looking for thebest fintech stocks now. Having read till this point, you might be interested in investing in this industry yourself. If you are, here are four fintech stocks to consider now.</p><p><blockquote>首先,金融科技公司是允许大多数公众访问比特币等加密货币的桥梁。或者,他们也是当前数字金融时代的关键参与者。无论你以何种方式削减它,金融科技行业正变得越来越重要,并且将长期存在。与此同时,万事达卡(纽约证券交易所股票代码:MA)和美国运通(纽约证券交易所股票代码:AXP)等更传统的顶级金融科技股的股价大多已恢复至大流行前的水平。因此,投资者现在寻找最好的金融科技股票是合乎逻辑的。读到这里,你可能会有兴趣自己投资这个行业。如果您是,现在可以考虑以下四只金融科技股票。</blockquote></p><p> Top Fintech Stocks To Watch</p><p><blockquote>最值得关注的金融科技股票</blockquote></p><p> <ul> <li><b>Mogo Inc.</b>(NASDAQ: MOGO)</li> <li><b>PayPal Holdings Inc.</b>(NASDAQ: PYPL)</li> <li><b>Square Inc.</b>(NYSE: SQ)</li> <li><b>Green Dot Corporation</b>(NYSE: GDOT)</li> </ul> Mogo Inc.</p><p><blockquote><ul><li><b>莫戈公司。</b>(纳斯达克:MOGO)</li><li><b>PayPal控股公司。</b>(纳斯达克:PYPL)</li><li><b>广场公司。</b>(纽约证券交易所代码:SQ)</li><li><b>绿点公司</b>(纽约证券交易所代码:GDOT)</li></ul>莫戈公司。</blockquote></p><p> Starting us off is Canadian fintech company Mogo. It offers a wide range of financial services ranging from personal loans, mortgages, a Visa Prepaid Card, and credit score viewing. More importantly, the company also facilitates Bitcoin transactions. This particular service has exploded together with the price of the cryptocurrency over the last month. Mogo saw massive month-over-month jumps of 141% in new Bitcoin accounts added and 323% in Bitcoin transaction volume in January. Likewise, MOGO stock is currently up by over 160% year-to-date. Aside from Bitcoin-related tailwinds, the company has also been hard at work expanding its financial portfolio.</p><p><blockquote>让我们起步的是加拿大金融科技公司Mogo。它提供广泛的金融服务,包括个人贷款、抵押贷款、Visa预付卡和信用评分查看。更重要的是,该公司还促进了比特币交易。在过去的一个月里,这项特殊的服务随着加密货币的价格一起爆炸式增长。Mogo 1月份新增比特币账户环比大幅增长141%,比特币交易量环比增长323%。同样,MOGO股价今年迄今已上涨超过160%。除了与比特币相关的有利因素外,该公司还一直在努力扩大其金融投资组合。</blockquote></p><p> For starters, Mogo acquired leading digital payments solutions provider Carta Worldwide, over two weeks ago. This move expanded Mogo’s addressable market by entering the global $2.5 trillion payments market. Following that, the company expanded into Japan last week via Carta. According to Mogo, this move was in support of the TransferWise multi-currency debit card launch in the country. With this move, Mogo continues to expand its market reach globally and seems eager to make the most of its newly acquired subsidiary. With the company firing on all cylinders now, will you be watching MOGO stock?</p><p><blockquote>首先,Mogo在两周前收购了领先的数字支付解决方案提供商Carta Worldwide。此举通过进入全球2.5万亿美元的支付市场扩大了Mogo的潜在市场。此后,该公司上周通过Carta扩展到日本。据Mogo称,此举是为了支持TransferWise多币种借记卡在该国的推出。通过这一举措,Mogo继续扩大其全球市场范围,并似乎渴望充分利用其新收购的子公司。随着该公司现在全力以赴,您会关注MOGO股票吗?</blockquote></p><p> PayPal Holdings Inc.</p><p><blockquote>PayPal控股公司。</blockquote></p><p> Following that, we will be looking at fintech giant, PayPal. Just like our other entries on this list, the company does facilitate cryptocurrency transactions for its clients. Last week, PayPal reported record figures across the board. For its fourth quarter, the company saw a total payment volume (TPV) of $277 billion, a 39% increase year-over-year. Furthermore, the company’s earnings per share more than tripled over the same time as well. In detail, TPVs across its merchant services and Venmo app grew by 42% and 60% respectively. With PayPal riding both Bitcoin and pandemic tailwinds, PYPL stock continues to soar to greater heights. It has gained by over 230% since the March lows and closed yesterday at a record high. Investors may be wondering if it still has room to run moving forward.</p><p><blockquote>接下来,我们将关注金融科技巨头PayPal。就像我们在这个列表中的其他条目一样,该公司确实为其客户促进了加密货币交易。上周,PayPal公布了全面创纪录的数据。第四季度,该公司支付总额(TPV)为2770亿美元,同比增长39%。此外,该公司的每股收益同期也增长了两倍多。具体而言,其商户服务和Venmo应用程序的TPV分别增长了42%和60%。随着PayPal乘着比特币和大流行的东风,PYPL股价继续飙升至更高的高度。自3月份低点以来,该股已上涨超过230%,昨天收于历史新高。投资者可能想知道它是否还有前进的空间。</blockquote></p><p> For one thing, the company does not seem to be slowing down anytime soon. Yesterday, it announced a new collaboration with global commerce solutions provider Digital River (DR). To summarize, PayPal now has a new ‘pay later’ option available to U.S. clients on DR’s e-commerce platform.<i>The “Pay in 4</i>” feature will allow customers to pay for items priced from $30 to $600 across four interest-free payments. Simultaneously, merchants get paid upfront at no additional cost to the customer. As PayPal continues to make waves in the fintech space, could PYPL stock continue to flourish this year? You tell me.</p><p><blockquote>一方面,该公司似乎不会很快放缓。昨天,它宣布了与全球商业解决方案提供商Digital River(DR)的新合作。总而言之,PayPal现在在DR的电子商务平台上为美国客户提供了一个新的“稍后付款”选项。<i>“按4支付”</i>“该功能将允许客户通过四次免息付款支付价格从30美元到600美元的商品。同时,商家无需向客户支付额外费用即可获得预付款。随着PayPal继续在金融科技领域掀起波澜,PYPL股票今年能否继续蓬勃发展?你告诉我。</blockquote></p><p> Square Inc.</p><p><blockquote>广场公司。</blockquote></p><p></p><p> Another top fintech company on the radar now would be Square. Aside from its Bitcoin-related services, the leading fintech player does bring a lot to the table. Whether it is financial solutions, merchant services, or mobile payment, Square’s offerings compete with the best in the field. For the uninitiated, the company markets software and hardware payments products to businesses of all sizes. At the same time, its consumer-focused digital payment ecosystem, Cash App, has also seen mind-blowing growth in the past year. Square reported having 30 million monthly active users on the app which generated over $2 billion in revenue in its recent quarter. Seasoned investors would be familiar with the meteoric rise of the company. Indeed, SQ stock has and continues to impress with gains of over 200% in the past year. With the current focus on fintech, could investors continue to find more value in SQ stock?</p><p><blockquote>现在另一家备受关注的顶级金融科技公司是Square。除了与比特币相关的服务之外,这家领先的金融科技公司确实带来了很多东西。无论是金融解决方案、商家服务还是移动支付,Square的产品都能与该领域的佼佼者竞争。对于门外汉来说,该公司向各种规模的企业销售软件和硬件支付产品。与此同时,其以消费者为中心的数字支付生态系统Cash App在过去一年中也出现了令人兴奋的增长。Square报告称,该应用程序每月有3000万活跃用户,最近一个季度的收入超过20亿美元。经验丰富的投资者会熟悉该公司的迅速崛起。事实上,SQ股票在过去一年中已经并将继续令人印象深刻,涨幅超过200%。鉴于目前对金融科技的关注,投资者能否继续在SQ股票中发现更多价值?</blockquote></p><p> Well, it has been posting phenomenal figures on the business side of things. In its third-quarter fiscal reported in November, it saw a year-over-year surge of 139% in total revenue and 246% in cash on hand. Specifically, Cash App’s gross profit skyrocketed by 212% year-over-year. All things considered, will you be watching SQ stock ahead of Square’s upcomingearnings callon February 23?</p><p><blockquote>嗯,它在商业方面发布了惊人的数据。在11月份公布的第三季度财报中,该公司总收入同比增长139%,手头现金同比增长246%。具体来看,Cash App毛利同比暴涨212%。综合考虑,您会在Square即将于2月23日发布财报之前关注SQ股票吗?</blockquote></p><p> Green Dot Corporation</p><p><blockquote>绿点公司</blockquote></p><p> Undoubtedly, Green Dot is a fintech industry-veteran that should not be overlooked. As it stands, Green Dot is the world’s largest prepaid debit card company by market capitalization. The company also boasts an impressive list of clients, to say the least. Its fintech partners include but are not limited to, Google (NASDAQ: GOOGL), Uber (NYSE: UBER), and Walmart (NYSE: WMT). Equally impressive is GDOT stock’s growth of over 220% since the March selloffs. With Green Dot slated to release its fourth-quarter earnings on February 22, I can see investors watching GDOT stock closely.</p><p><blockquote>毫无疑问,绿点是一位不容忽视的金融科技行业资深人士。目前,绿点是全球市值最大的预付借记卡公司。至少可以说,该公司还拥有令人印象深刻的客户名单。其金融科技合作伙伴包括但不限于谷歌(纳斯达克股票代码:GOOGL)、优步(纽约证券交易所股票代码:UBER)和沃尔玛(纽约证券交易所股票代码:WMT)。同样令人印象深刻的是,自3月份抛售以来,GDOT股票增长了220%以上。随着Green Dot定于2月22日发布第四季度收益,我可以看到投资者正在密切关注GDOT股票。</blockquote></p><p> For the most part, the company has been hard at work maintaining its current momentum. Last month, the company launched a new mobile bank focused on addressing the two in three Americans “<i>living from paycheck to paycheck</i>”. Through this, Green Dot is leveraging its rich industry experience to provide affordable banking solutions for clients in need. In the long run, this could play out well for Green Dot as it engages consumers amidst these troubling times. Moreover, the company appointed a new CTO in Gyorgy Tomso last week. CEO Dan Henry said, “<i>Gyorgy is a fintech veteran whose deep experience leading technology strategy for financial services companies is going to be instrumental in Green Dot’s growth as a leading fintech.</i>” Has all this convinced you to add GDOT to your watchlist?</p><p><blockquote>在很大程度上,该公司一直在努力保持目前的势头。上个月,该公司推出了一家新的移动银行,专注于解决三分之二美国人的问题”<i>靠薪水生活</i>”.通过这一点,绿点正在利用其丰富的行业经验为有需要的客户提供负担得起的银行解决方案。从长远来看,这对绿点来说可能会很好,因为它在这个困难时期吸引了消费者。此外,该公司上周任命了一位新的CTO Gyorgy Tomso。首席执行官丹·亨利说:“<i>Gyorgy是一位金融科技资深人士,他在金融服务公司领先技术战略方面的丰富经验将有助于Green Dot作为领先金融科技公司的发展。</i>“这一切是否说服您将GDOT添加到您的观察列表中?</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.nasdaq.com/articles/best-stocks-to-buy-for-2021-4-fintech-stocks-to-watch-2021-02-10\">Nasdaq</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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.nasdaq.com/articles/best-stocks-to-buy-for-2021-4-fintech-stocks-to-watch-2021-02-10","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168862133","content_text":"If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat right now. This is thanks to a $1.5 billion investment into the cryptocurrency from electric vehicle titan Tesla (NASDAQ: TSLA). It is one of the latest large tech companies to not only invest in but eventually start acceptingBitcoinas payment. In fact, there have even been speculations of Apple (NASDAQ: AAPL) being well-positioned to join the cryptocurrency craze as well. How does this connect to fintech stocks?\nWell, to begin with, fintech companies are the bridge that allows most of the general public access to cryptocurrencies such as Bitcoin. Alternatively, they are also key players in this current age of digital finance. Whatever way you cut it, the fintech industry is becoming more essential and is here to stay for the long run. Meanwhile, more conventional top fintech stocks like Mastercard (NYSE: MA) and American Express (NYSE: AXP) have mostly seen their shares recover to pre-pandemic levels. Therefore, investors would be logical in looking for thebest fintech stocks now. Having read till this point, you might be interested in investing in this industry yourself. If you are, here are four fintech stocks to consider now.\nTop Fintech Stocks To Watch\n\nMogo Inc.(NASDAQ: MOGO)\nPayPal Holdings Inc.(NASDAQ: PYPL)\nSquare Inc.(NYSE: SQ)\nGreen Dot Corporation(NYSE: GDOT)\n\nMogo Inc.\nStarting us off is Canadian fintech company Mogo. It offers a wide range of financial services ranging from personal loans, mortgages, a Visa Prepaid Card, and credit score viewing. More importantly, the company also facilitates Bitcoin transactions. This particular service has exploded together with the price of the cryptocurrency over the last month. Mogo saw massive month-over-month jumps of 141% in new Bitcoin accounts added and 323% in Bitcoin transaction volume in January. Likewise, MOGO stock is currently up by over 160% year-to-date. Aside from Bitcoin-related tailwinds, the company has also been hard at work expanding its financial portfolio.\nFor starters, Mogo acquired leading digital payments solutions provider Carta Worldwide, over two weeks ago. This move expanded Mogo’s addressable market by entering the global $2.5 trillion payments market. Following that, the company expanded into Japan last week via Carta. According to Mogo, this move was in support of the TransferWise multi-currency debit card launch in the country. With this move, Mogo continues to expand its market reach globally and seems eager to make the most of its newly acquired subsidiary. With the company firing on all cylinders now, will you be watching MOGO stock?\nPayPal Holdings Inc.\nFollowing that, we will be looking at fintech giant, PayPal. Just like our other entries on this list, the company does facilitate cryptocurrency transactions for its clients. Last week, PayPal reported record figures across the board. For its fourth quarter, the company saw a total payment volume (TPV) of $277 billion, a 39% increase year-over-year. Furthermore, the company’s earnings per share more than tripled over the same time as well. In detail, TPVs across its merchant services and Venmo app grew by 42% and 60% respectively. With PayPal riding both Bitcoin and pandemic tailwinds, PYPL stock continues to soar to greater heights. It has gained by over 230% since the March lows and closed yesterday at a record high. Investors may be wondering if it still has room to run moving forward.\nFor one thing, the company does not seem to be slowing down anytime soon. Yesterday, it announced a new collaboration with global commerce solutions provider Digital River (DR). To summarize, PayPal now has a new ‘pay later’ option available to U.S. clients on DR’s e-commerce platform.The “Pay in 4” feature will allow customers to pay for items priced from $30 to $600 across four interest-free payments. Simultaneously, merchants get paid upfront at no additional cost to the customer. As PayPal continues to make waves in the fintech space, could PYPL stock continue to flourish this year? You tell me.\nSquare Inc.\nAnother top fintech company on the radar now would be Square. Aside from its Bitcoin-related services, the leading fintech player does bring a lot to the table. Whether it is financial solutions, merchant services, or mobile payment, Square’s offerings compete with the best in the field. For the uninitiated, the company markets software and hardware payments products to businesses of all sizes. At the same time, its consumer-focused digital payment ecosystem, Cash App, has also seen mind-blowing growth in the past year. Square reported having 30 million monthly active users on the app which generated over $2 billion in revenue in its recent quarter. Seasoned investors would be familiar with the meteoric rise of the company. Indeed, SQ stock has and continues to impress with gains of over 200% in the past year. With the current focus on fintech, could investors continue to find more value in SQ stock?\nWell, it has been posting phenomenal figures on the business side of things. In its third-quarter fiscal reported in November, it saw a year-over-year surge of 139% in total revenue and 246% in cash on hand. Specifically, Cash App’s gross profit skyrocketed by 212% year-over-year. All things considered, will you be watching SQ stock ahead of Square’s upcomingearnings callon February 23?\nGreen Dot Corporation\nUndoubtedly, Green Dot is a fintech industry-veteran that should not be overlooked. As it stands, Green Dot is the world’s largest prepaid debit card company by market capitalization. The company also boasts an impressive list of clients, to say the least. Its fintech partners include but are not limited to, Google (NASDAQ: GOOGL), Uber (NYSE: UBER), and Walmart (NYSE: WMT). Equally impressive is GDOT stock’s growth of over 220% since the March selloffs. With Green Dot slated to release its fourth-quarter earnings on February 22, I can see investors watching GDOT stock closely.\nFor the most part, the company has been hard at work maintaining its current momentum. Last month, the company launched a new mobile bank focused on addressing the two in three Americans “living from paycheck to paycheck”. Through this, Green Dot is leveraging its rich industry experience to provide affordable banking solutions for clients in need. In the long run, this could play out well for Green Dot as it engages consumers amidst these troubling times. Moreover, the company appointed a new CTO in Gyorgy Tomso last week. CEO Dan Henry said, “Gyorgy is a fintech veteran whose deep experience leading technology strategy for financial services companies is going to be instrumental in Green Dot’s growth as a leading fintech.” Has all this convinced you to add GDOT to your watchlist?","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108951429,"gmtCreate":1619996297461,"gmtModify":1634208767752,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569679786150151","idStr":"3569679786150151"},"themes":[],"htmlText":"Hold for long term... ","listText":"Hold for long term... ","text":"Hold for long term...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/108951429","repostId":"1115363330","repostType":4,"repost":{"id":"1115363330","kind":"news","pubTimestamp":1619791216,"share":"https://www.laohu8.com/m/news/1115363330?lang=zh_CN&edition=full","pubTime":"2021-04-30 22:00","market":"us","language":"en","title":"3 of Cathie Wood's Biggest Losers of 2021 That Should Still Be Huge Long-Term Winners<blockquote>凯西·伍德(Cathie Wood)2021年最大输家中的3个仍然应该是巨大的长期赢家</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115363330","media":"Motley Fool","summary":"David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly righ","content":"<p>David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly right. However, he would be the first to tell you that winners don't win<i>all</i>of the time. They have their ups and downs.</p><p><blockquote>The Motley Fool的联合创始人大卫·加德纳(David Gardner)经常说“赢家通吃”。他完全正确。然而,他会第一个告诉你赢家不会赢<i>全部</i>的时间。他们有起有落。</blockquote></p><p> Case in point: Cathie Wood certainly qualifies as a winner. Her ARK Invest exchange-traded funds have ranked among the best-performing ETFs in recent years. Not every stock in those funds has delivered a great return so far in 2021, though.</p><p><blockquote>例证:凯西·伍德当然有资格成为赢家。她的ARK Invest交易所交易基金近年来一直是表现最好的ETF之一。不过,到目前为止,这些基金中的每只股票在2021年都取得了丰厚的回报。</blockquote></p><p> Several of the ARK Invest CEO's favorites are actually down year to date. Don't count all of those recent underperformers out just yet, though. These three are among Wood's biggest losers of 2021, and all should still be huge winners over the long run.</p><p><blockquote>今年迄今为止,ARK Invest首席执行官最喜欢的几个股票实际上都有所下降。不过,现在还不要把最近表现不佳的所有人都排除在外。这三家公司是伍德2021年最大的输家之一,从长远来看,它们仍然应该是巨大的赢家。</blockquote></p><p> Teladoc Health</p><p><blockquote>Teladoc健康</blockquote></p><p> <b>Teladoc Health</b>(NYSE:TDOC)shares have fallen more than 15% year to date, and that's weighing on several of Wood's ETFs. Teladoc is the top holding in the<b>ARK Genomic Revolution ETF</b>, the second-largest position in the<b>ARK Innovation ETF</b>, and the fifth-largest holding in the<b>ARK Next Generation Internet ETF</b>.</p><p><blockquote><b>Teladoc健康</b>(纽约证券交易所股票代码:TDOC)股价今年迄今已下跌超过15%,这给伍德的几只ETF带来了压力。Teladoc是该公司的第一大持股<b>方舟基因组革命ETF</b>,第二大位置<b>方舟创新ETF</b>,也是第五大持股<b>方舟下一代互联网ETF</b>.</blockquote></p><p> It appears that many investors are focusing only on the negatives for Teladoc. For example,in its Q1 update, the company reported a huge net loss and said that U.S. paid membership in the quarter slipped to 51.5 million from 51.8 million in the fourth quarter of 2020.</p><p><blockquote>许多投资者似乎只关注Teladoc的负面影响。例如,该公司在第一季度更新中报告了巨额净亏损,并表示该季度美国付费会员从2020年第四季度的5180万下滑至5150万。</blockquote></p><p> However, that's only part of the story. Teladoc's total visits and utilization rate continue to climb. And much of that big loss was related to the company's acquisitions of Livongo and InTouch Health, deals that are already helping drive its revenue growth.</p><p><blockquote>然而,这只是故事的一部分。Teladoc的总访问量和利用率持续攀升。巨额亏损很大程度上与该公司收购Livongo和InTouch Health有关,这些交易已经帮助推动了其收入增长。</blockquote></p><p> My view is that Teladoc's downturn will be temporary. The long-term opportunities for the company in virtual care remain exceptionally strong.</p><p><blockquote>我的观点是Teladoc的低迷将是暂时的。该公司在虚拟护理领域的长期机会仍然非常强劲。</blockquote></p><p> Unity Software</p><p><blockquote>Unity软件</blockquote></p><p> <b>Unity Software</b>(NYSE:U)has been an especially poor performer for Wood this year -- the stock has plunged more than 30%. The gaming platform leader ranks No. 10 among the ARK Next Generation Internet ETF's holdings and No. 12 for the ARK Innovation ETF.</p><p><blockquote><b>Unity软件</b>Wood(NYSE:U)今年的表现尤其糟糕,该股已暴跌超过30%。这家游戏平台领导者在ARK下一代互联网ETF持股中排名第10位,在ARK Innovation ETF中排名第12位。</blockquote></p><p> The main knock against Unity is its slowing growth rate. In the fourth quarter of 2020, the company reported a 39% year-over-year revenue increase. However, that was weaker than its full-year revenue growth rate of 43%. Even more concerning, Unity provided a full-year revenue guidance range for 2021 anticipating growth of 24% at the midpoint.</p><p><blockquote>Unity面临的主要挑战是其增长率放缓。2020年第四季度,该公司报告收入同比增长39%。然而,这低于其43%的全年收入增长率。更令人担忧的是,Unity提供了2021年全年收入指导范围,预计中值增长24%。</blockquote></p><p> I don't think investors should be worried, though. For one thing, the pandemic boosted Unity's growth in 2020. It's not surprising that growth would slow somewhat after such an exceptional year. The company also anticipates taking a one-time hit to revenue in 2021 as advertisers adjust to<b>Apple</b>'s new IDFA user identification method.</p><p><blockquote>不过,我认为投资者不应该担心。一方面,疫情推动了Unity在2020年的增长。在经历了如此特殊的一年之后,增长会有所放缓也就不足为奇了。该公司还预计,随着广告商适应<b>苹果</b>的新IDFA用户识别方法。</blockquote></p><p> Unity still expects to generate annual revenue growth of at least 30% over the long term. Wood clearly remains a fan of the stock -- her ARK Innovation ETFscooped up more sharesrecently. I think that her optimism in this case is spot on.</p><p><blockquote>Unity仍预计长期年收入将增长至少30%。伍德显然仍然是该股的粉丝——她的ARK Innovation ETF最近买入了更多股票。我认为她在这种情况下的乐观是正确的。</blockquote></p><p> Vertex Pharmaceuticals</p><p><blockquote>顶点制药</blockquote></p><p> <b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX)hasn't been quite as big of a problem for Wood in 2021 as Teladoc and Unity. However, thebiotech stockhas fallen more than 10% year to date. It's the seventh-largest position for the ARK Genomic Revolution ETF.</p><p><blockquote><b>顶点制药</b>(纳斯达克:VRTX)在2021年对Wood来说并不像Teladoc和Unity那样是一个大问题。然而,该生物科技股今年迄今已下跌超过10%。这是ARK Genomic Revolution ETF的第七大头寸。</blockquote></p><p> Wall Street analysts weren't happy with the Q4 results Vertex reported in February. Although the company narrowly beat revenue expectations, its adjusted earnings came in below analysts' estimates. Vertex also provided guidance for 2021 that anticipated slowing growth.</p><p><blockquote>华尔街分析师对Vertex 2月份报告的第四季度业绩并不满意。尽管该公司的收入略高于预期,但调整后的盈利低于分析师的预期。Vertex还提供了2021年增长放缓的指引。</blockquote></p><p> However, Vertex still has a big market opportunity ahead for its newest cystic fibrosis treatment, Trikafta/Kaftrio, in Europe. The triple-drug combination quickly became a blockbuster in the U.S. after winning approval. However, its growth curve in Europe will take more time because Vertex has to negotiate reimbursement deals with the healthcare regulators in each individual country.</p><p><blockquote>然而,Vertex的最新囊性纤维化治疗药物Trikafta/Kaftrio在欧洲仍有很大的市场机会。这种三联药物组合在获得批准后迅速在美国成为重磅炸弹。然而,其在欧洲的增长曲线将需要更多时间,因为Vertex必须与每个国家的医疗监管机构谈判报销协议。</blockquote></p><p> I fully expect Vertex will achieve tremendous success outside of the cystic fibrosis market over the next few years. The big biotech seems really confident about the prospects for its candidate gene-editing therapy CTX001 in treating a pair of rare blood disorders: sickle cell disease and beta-thalassemia. It also has other promising pipeline candidates as well as a hefty cash stockpile. Vertex, like Teladoc and Unity, looks like a long-term winner despite its losing ways of late.</p><p><blockquote>我完全预计Vertex将在未来几年在囊性纤维化市场之外取得巨大成功。这家大型生物技术公司似乎对其候选基因编辑疗法CTX001在治疗两种罕见血液疾病(镰状细胞病和β地中海贫血)方面的前景非常有信心。它还有其他有前途的候选管道以及大量现金储备。与Teladoc和Unity一样,Vertex看起来像是一个长期赢家,尽管它最近失败了。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 of Cathie Wood's Biggest Losers of 2021 That Should Still Be Huge Long-Term Winners<blockquote>凯西·伍德(Cathie Wood)2021年最大输家中的3个仍然应该是巨大的长期赢家</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 of Cathie Wood's Biggest Losers of 2021 That Should Still Be Huge Long-Term Winners<blockquote>凯西·伍德(Cathie Wood)2021年最大输家中的3个仍然应该是巨大的长期赢家</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-30 22:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly right. However, he would be the first to tell you that winners don't win<i>all</i>of the time. They have their ups and downs.</p><p><blockquote>The Motley Fool的联合创始人大卫·加德纳(David Gardner)经常说“赢家通吃”。他完全正确。然而,他会第一个告诉你赢家不会赢<i>全部</i>的时间。他们有起有落。</blockquote></p><p> Case in point: Cathie Wood certainly qualifies as a winner. Her ARK Invest exchange-traded funds have ranked among the best-performing ETFs in recent years. Not every stock in those funds has delivered a great return so far in 2021, though.</p><p><blockquote>例证:凯西·伍德当然有资格成为赢家。她的ARK Invest交易所交易基金近年来一直是表现最好的ETF之一。不过,到目前为止,这些基金中的每只股票在2021年都取得了丰厚的回报。</blockquote></p><p> Several of the ARK Invest CEO's favorites are actually down year to date. Don't count all of those recent underperformers out just yet, though. These three are among Wood's biggest losers of 2021, and all should still be huge winners over the long run.</p><p><blockquote>今年迄今为止,ARK Invest首席执行官最喜欢的几个股票实际上都有所下降。不过,现在还不要把最近表现不佳的所有人都排除在外。这三家公司是伍德2021年最大的输家之一,从长远来看,它们仍然应该是巨大的赢家。</blockquote></p><p> Teladoc Health</p><p><blockquote>Teladoc健康</blockquote></p><p> <b>Teladoc Health</b>(NYSE:TDOC)shares have fallen more than 15% year to date, and that's weighing on several of Wood's ETFs. Teladoc is the top holding in the<b>ARK Genomic Revolution ETF</b>, the second-largest position in the<b>ARK Innovation ETF</b>, and the fifth-largest holding in the<b>ARK Next Generation Internet ETF</b>.</p><p><blockquote><b>Teladoc健康</b>(纽约证券交易所股票代码:TDOC)股价今年迄今已下跌超过15%,这给伍德的几只ETF带来了压力。Teladoc是该公司的第一大持股<b>方舟基因组革命ETF</b>,第二大位置<b>方舟创新ETF</b>,也是第五大持股<b>方舟下一代互联网ETF</b>.</blockquote></p><p> It appears that many investors are focusing only on the negatives for Teladoc. For example,in its Q1 update, the company reported a huge net loss and said that U.S. paid membership in the quarter slipped to 51.5 million from 51.8 million in the fourth quarter of 2020.</p><p><blockquote>许多投资者似乎只关注Teladoc的负面影响。例如,该公司在第一季度更新中报告了巨额净亏损,并表示该季度美国付费会员从2020年第四季度的5180万下滑至5150万。</blockquote></p><p> However, that's only part of the story. Teladoc's total visits and utilization rate continue to climb. And much of that big loss was related to the company's acquisitions of Livongo and InTouch Health, deals that are already helping drive its revenue growth.</p><p><blockquote>然而,这只是故事的一部分。Teladoc的总访问量和利用率持续攀升。巨额亏损很大程度上与该公司收购Livongo和InTouch Health有关,这些交易已经帮助推动了其收入增长。</blockquote></p><p> My view is that Teladoc's downturn will be temporary. The long-term opportunities for the company in virtual care remain exceptionally strong.</p><p><blockquote>我的观点是Teladoc的低迷将是暂时的。该公司在虚拟护理领域的长期机会仍然非常强劲。</blockquote></p><p> Unity Software</p><p><blockquote>Unity软件</blockquote></p><p> <b>Unity Software</b>(NYSE:U)has been an especially poor performer for Wood this year -- the stock has plunged more than 30%. The gaming platform leader ranks No. 10 among the ARK Next Generation Internet ETF's holdings and No. 12 for the ARK Innovation ETF.</p><p><blockquote><b>Unity软件</b>Wood(NYSE:U)今年的表现尤其糟糕,该股已暴跌超过30%。这家游戏平台领导者在ARK下一代互联网ETF持股中排名第10位,在ARK Innovation ETF中排名第12位。</blockquote></p><p> The main knock against Unity is its slowing growth rate. In the fourth quarter of 2020, the company reported a 39% year-over-year revenue increase. However, that was weaker than its full-year revenue growth rate of 43%. Even more concerning, Unity provided a full-year revenue guidance range for 2021 anticipating growth of 24% at the midpoint.</p><p><blockquote>Unity面临的主要挑战是其增长率放缓。2020年第四季度,该公司报告收入同比增长39%。然而,这低于其43%的全年收入增长率。更令人担忧的是,Unity提供了2021年全年收入指导范围,预计中值增长24%。</blockquote></p><p> I don't think investors should be worried, though. For one thing, the pandemic boosted Unity's growth in 2020. It's not surprising that growth would slow somewhat after such an exceptional year. The company also anticipates taking a one-time hit to revenue in 2021 as advertisers adjust to<b>Apple</b>'s new IDFA user identification method.</p><p><blockquote>不过,我认为投资者不应该担心。一方面,疫情推动了Unity在2020年的增长。在经历了如此特殊的一年之后,增长会有所放缓也就不足为奇了。该公司还预计,随着广告商适应<b>苹果</b>的新IDFA用户识别方法。</blockquote></p><p> Unity still expects to generate annual revenue growth of at least 30% over the long term. Wood clearly remains a fan of the stock -- her ARK Innovation ETFscooped up more sharesrecently. I think that her optimism in this case is spot on.</p><p><blockquote>Unity仍预计长期年收入将增长至少30%。伍德显然仍然是该股的粉丝——她的ARK Innovation ETF最近买入了更多股票。我认为她在这种情况下的乐观是正确的。</blockquote></p><p> Vertex Pharmaceuticals</p><p><blockquote>顶点制药</blockquote></p><p> <b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX)hasn't been quite as big of a problem for Wood in 2021 as Teladoc and Unity. However, thebiotech stockhas fallen more than 10% year to date. It's the seventh-largest position for the ARK Genomic Revolution ETF.</p><p><blockquote><b>顶点制药</b>(纳斯达克:VRTX)在2021年对Wood来说并不像Teladoc和Unity那样是一个大问题。然而,该生物科技股今年迄今已下跌超过10%。这是ARK Genomic Revolution ETF的第七大头寸。</blockquote></p><p> Wall Street analysts weren't happy with the Q4 results Vertex reported in February. Although the company narrowly beat revenue expectations, its adjusted earnings came in below analysts' estimates. Vertex also provided guidance for 2021 that anticipated slowing growth.</p><p><blockquote>华尔街分析师对Vertex 2月份报告的第四季度业绩并不满意。尽管该公司的收入略高于预期,但调整后的盈利低于分析师的预期。Vertex还提供了2021年增长放缓的指引。</blockquote></p><p> However, Vertex still has a big market opportunity ahead for its newest cystic fibrosis treatment, Trikafta/Kaftrio, in Europe. The triple-drug combination quickly became a blockbuster in the U.S. after winning approval. However, its growth curve in Europe will take more time because Vertex has to negotiate reimbursement deals with the healthcare regulators in each individual country.</p><p><blockquote>然而,Vertex的最新囊性纤维化治疗药物Trikafta/Kaftrio在欧洲仍有很大的市场机会。这种三联药物组合在获得批准后迅速在美国成为重磅炸弹。然而,其在欧洲的增长曲线将需要更多时间,因为Vertex必须与每个国家的医疗监管机构谈判报销协议。</blockquote></p><p> I fully expect Vertex will achieve tremendous success outside of the cystic fibrosis market over the next few years. The big biotech seems really confident about the prospects for its candidate gene-editing therapy CTX001 in treating a pair of rare blood disorders: sickle cell disease and beta-thalassemia. It also has other promising pipeline candidates as well as a hefty cash stockpile. Vertex, like Teladoc and Unity, looks like a long-term winner despite its losing ways of late.</p><p><blockquote>我完全预计Vertex将在未来几年在囊性纤维化市场之外取得巨大成功。这家大型生物技术公司似乎对其候选基因编辑疗法CTX001在治疗两种罕见血液疾病(镰状细胞病和β地中海贫血)方面的前景非常有信心。它还有其他有前途的候选管道以及大量现金储备。与Teladoc和Unity一样,Vertex看起来像是一个长期赢家,尽管它最近失败了。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/04/30/3-of-cathie-woods-biggest-losers-of-2021-that-shou/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/04/30/3-of-cathie-woods-biggest-losers-of-2021-that-shou/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115363330","content_text":"David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly right. However, he would be the first to tell you that winners don't winallof the time. They have their ups and downs.\nCase in point: Cathie Wood certainly qualifies as a winner. Her ARK Invest exchange-traded funds have ranked among the best-performing ETFs in recent years. Not every stock in those funds has delivered a great return so far in 2021, though.\nSeveral of the ARK Invest CEO's favorites are actually down year to date. Don't count all of those recent underperformers out just yet, though. These three are among Wood's biggest losers of 2021, and all should still be huge winners over the long run.\nTeladoc Health\nTeladoc Health(NYSE:TDOC)shares have fallen more than 15% year to date, and that's weighing on several of Wood's ETFs. Teladoc is the top holding in theARK Genomic Revolution ETF, the second-largest position in theARK Innovation ETF, and the fifth-largest holding in theARK Next Generation Internet ETF.\nIt appears that many investors are focusing only on the negatives for Teladoc. For example,in its Q1 update, the company reported a huge net loss and said that U.S. paid membership in the quarter slipped to 51.5 million from 51.8 million in the fourth quarter of 2020.\nHowever, that's only part of the story. Teladoc's total visits and utilization rate continue to climb. And much of that big loss was related to the company's acquisitions of Livongo and InTouch Health, deals that are already helping drive its revenue growth.\nMy view is that Teladoc's downturn will be temporary. The long-term opportunities for the company in virtual care remain exceptionally strong.\nUnity Software\nUnity Software(NYSE:U)has been an especially poor performer for Wood this year -- the stock has plunged more than 30%. The gaming platform leader ranks No. 10 among the ARK Next Generation Internet ETF's holdings and No. 12 for the ARK Innovation ETF.\nThe main knock against Unity is its slowing growth rate. In the fourth quarter of 2020, the company reported a 39% year-over-year revenue increase. However, that was weaker than its full-year revenue growth rate of 43%. Even more concerning, Unity provided a full-year revenue guidance range for 2021 anticipating growth of 24% at the midpoint.\nI don't think investors should be worried, though. For one thing, the pandemic boosted Unity's growth in 2020. It's not surprising that growth would slow somewhat after such an exceptional year. The company also anticipates taking a one-time hit to revenue in 2021 as advertisers adjust toApple's new IDFA user identification method.\nUnity still expects to generate annual revenue growth of at least 30% over the long term. Wood clearly remains a fan of the stock -- her ARK Innovation ETFscooped up more sharesrecently. I think that her optimism in this case is spot on.\nVertex Pharmaceuticals\nVertex Pharmaceuticals(NASDAQ:VRTX)hasn't been quite as big of a problem for Wood in 2021 as Teladoc and Unity. However, thebiotech stockhas fallen more than 10% year to date. It's the seventh-largest position for the ARK Genomic Revolution ETF.\nWall Street analysts weren't happy with the Q4 results Vertex reported in February. Although the company narrowly beat revenue expectations, its adjusted earnings came in below analysts' estimates. Vertex also provided guidance for 2021 that anticipated slowing growth.\nHowever, Vertex still has a big market opportunity ahead for its newest cystic fibrosis treatment, Trikafta/Kaftrio, in Europe. The triple-drug combination quickly became a blockbuster in the U.S. after winning approval. However, its growth curve in Europe will take more time because Vertex has to negotiate reimbursement deals with the healthcare regulators in each individual country.\nI fully expect Vertex will achieve tremendous success outside of the cystic fibrosis market over the next few years. The big biotech seems really confident about the prospects for its candidate gene-editing therapy CTX001 in treating a pair of rare blood disorders: sickle cell disease and beta-thalassemia. It also has other promising pipeline candidates as well as a hefty cash stockpile. Vertex, like Teladoc and Unity, looks like a long-term winner despite its losing ways of late.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}