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Alan_Goh

Alan_Goh

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2022-09-09

RIP

抱歉，原内容已删除

2022-09-07

$Apple(AAPL)$Holding on. All the way AAPL!

2022-09-07

Thanks for circulating this great article here :)

抱歉，原内容已删除

2022-08-26

Stock split means more retail investors can have a stake in the company and not the company is issuing more shares.

2022-08-23

Tesla still the EV market leader!

TSLA Stock Falls as Tesla Hikes FSD Prices<blockquote>特斯拉提高FSD价格，特斯拉股价下跌</blockquote>

2022-08-23

Thanks very much for this detail write out!

SPY: Time To Get Out, Weak Short Sale Volumes Indicate Reversal<blockquote>SPDR标普500指数ETF：是时候退出了，卖空量疲软预示着逆转</blockquote>

2022-08-03

$Tesla Motors(TSLA)$Something to rejoice about in this turbulent market condition =)

2022-08-03

Thanks for sharing. Hopefully the author is wrong about Tesla.

抱歉，原内容已删除

2022-07-29

I am so glad !!

Apple CFO Says Supply Chain Issues In June Quarter Cost Under $4B In Sales<blockquote>苹果首席财务官表示，6月份季度的供应链问题导致销售额低于40亿美元</blockquote>

2022-07-29

So happy to hear the passing of the bill for the future of America :)

抱歉，原内容已删除

2022-03-14

I am glad commodity and crude prices fall :)

Palladium Futures Tumbled over 15%; WTI Crude Fell 7.5%.<blockquote>钯金期货暴跌超15%；WTI原油下跌7.5%。</blockquote>

2022-03-09

I am delighted

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2022-03-09

Hope this case will give Tesla valuable lessons in how it manages patches and updates :)

Tesla Tells U.S. Lawmakers Autopilot Requires 'Constant Monitoring'<blockquote>特斯拉告诉美国立法者自动驾驶仪需要“持续监控”</blockquote>

2022-03-08

Thanks.. I think SOFI has huge potential !:)

SoFi Stock Is a Buy For These 2 Reasons<blockquote>出于以下两个原因值得买入SoFi股票</blockquote>

2022-03-07

Looks like Russian stock market be closed for months

抱歉，原内容已删除

2022-03-05

Agree

抱歉，原内容已删除

2022-03-04

More losses before big gains could be the narrative. I see Grra as burning cash now.

Grab Shares Tumbled 10% in Morning Trading<blockquote>Grab股价早盘下跌10%</blockquote>

2022-03-03

What u guys think is a good entry price for NVDA?

抱歉，原内容已删除

2022-03-03

I hope SWKS will uptrend soon :)

抱歉，原内容已删除

2022-03-01

Shopee is one of my favourite e-shopping platform. As a customer and future potential investor, I will like to see the platform succeed. Jy, Sea Limited :)

Sea Limited Shares Gained Nearly 5% in Morning Trading<blockquote>Sea Limited股价早盘上涨近5%</blockquote>

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All the way AAPL!","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Holding on. All the way AAPL!","text":"$Apple(AAPL)$Holding on. All the way AAPL!","images":[{"img":"https://static.tigerbbs.com/e1f50f792f15fce0a591668de3d9691e","width":"2360","height":"1312"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669594721","isVote":1,"tweetType":1,"viewCount":1469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":669594473,"gmtCreate":1662511729392,"gmtModify":1662511736108,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Thanks for circulating&nbsp;this great article here :)","listText":"Thanks for circulating&nbsp;this great article here :)","text":"Thanks for circulating this great article here :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669594473","repostId":"1199050881","repostType":4,"isVote":1,"tweetType":1,"viewCount":2182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":660888876,"gmtCreate":1661524664898,"gmtModify":1661524951918,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Stock split means more retail investors can have a stake in the company and not the company is issuing more shares.","listText":"Stock split means more retail investors can have a stake in the company and not the company is issuing more shares.","text":"Stock split means more retail investors can have a stake in the company and not the company is issuing more shares.","images":[{"img":"https://static.tigerbbs.com/c23e3754b302c0b94cb6df0a3594da32","width":"750","height":"890"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660888876","isVote":1,"tweetType":1,"viewCount":2340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":687433039,"gmtCreate":1661213823223,"gmtModify":1661213826602,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Tesla still the EV market leader!","listText":"Tesla still the EV market leader!","text":"Tesla still the EV market leader!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687433039","repostId":"1131026217","repostType":4,"repost":{"id":"1131026217","kind":"news","pubTimestamp":1661212670,"share":"https://www.laohu8.com/m/news/1131026217?lang=zh_CN&edition=full","pubTime":"2022-08-23 07:57","market":"us","language":"en","title":"TSLA Stock Falls as Tesla Hikes FSD Prices<blockquote>特斯拉提高FSD价格，特斯拉股价下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131026217","media":"InvestorPlace","summary":"Elon Musk has announced that Tesla(TSLA) is preparing for an important price hike.The company's full","content":"<p><div> Elon Musk has announced that Tesla(TSLA) is preparing for an important price hike.The company's full-self driving (FSD) package will cost $15,000 in September.TSLA stock is falling as investors wonder...</p><p><blockquote><div>Elon Musk宣布特斯拉(TSLA)正准备大幅提价。该公司的全自动驾驶(FSD)套件将于9月份售价为15,000美元。由于投资者想知道，特斯拉股价正在下跌……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2022/08/tsla-stock-falls-as-tesla-hikes-fsd-prices/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/08/tsla-stock-falls-as-tesla-hikes-fsd-prices/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSLA Stock Falls as Tesla Hikes FSD Prices<blockquote>特斯拉提高FSD价格，特斯拉股价下跌</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; 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\">\nTSLA Stock Falls as Tesla Hikes FSD Prices<blockquote>特斯拉提高FSD价格，特斯拉股价下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2022-08-23 07:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Elon Musk has announced that Tesla(TSLA) is preparing for an important price hike.The company's full-self driving (FSD) package will cost $15,000 in September.TSLA stock is falling as investors wonder...</p><p><blockquote><div>Elon Musk宣布特斯拉(TSLA)正准备大幅提价。该公司的全自动驾驶(FSD)套件将于9月份售价为15,000美元。由于投资者想知道，特斯拉股价正在下跌……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2022/08/tsla-stock-falls-as-tesla-hikes-fsd-prices/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/08/tsla-stock-falls-as-tesla-hikes-fsd-prices/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2022/08/tsla-stock-falls-as-tesla-hikes-fsd-prices/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/08/tsla-stock-falls-as-tesla-hikes-fsd-prices/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131026217","content_text":"Elon Musk has announced that Tesla(TSLA) is preparing for an important price hike.The company's full-self driving (FSD) package will cost $15,000 in September.TSLA stock is falling as investors wonder if the product is worth the price.Tesla(NASDAQ:TSLA) is starting this week off in the red. TSLA stock will begin trading on a split basis later in the week, but today’s decline is due to a separate catalyst. Elon Musk has announced Tesla will be raising the price of its Full Self-Driving (FSD) system, its premium driver assistance software. Currently priced at $12,000, the product will be sold for $15,o0o starting Sept. 5, representing a 25% markup.As CNBC reports, “All new Tesla vehicles come with a standard driver assistance package called Autopilot, which includes features like ‘Traffic-Aware Cruise Control’ and ‘Autosteer.’ These rely on cameras, other sensors, hardware and software to automatically keep a Tesla vehicle centered in its lane and traveling at the speed of surrounding traffic.”Tesla’s FSD technology has generated plenty of controversy as it has progressed. But Musk clearly thinks demand will increase enough in the coming year to justify a price hike. Let’s dive into what TSLA stock investors can expect both before and after the FSD price hike.What it Means for TSLA StockTSLA stock quickly fell after markets opened today. But Musk had already announced this news over the weekend through his favorite medium. On the morning of Aug. 21, he tweeted the following message, also highlighting the long-awaited 10.69.2 Beta update:In a comment on the post, Musk also noted that Tesla owners can upgrade their existing cars to FSD in two minutes by using the company’s app.Electrek reports Tesla rolled out the upgrade to 1,000 testers over the weekend. The outlet highlights the patch notes posted online appeared similar to leaked notes from the 10.13 beta upgrade, citing improvements to left turns and animal and pedestrian detection. While this sounds like positive improvements, Musk’s announcement raises one important question: is the product worth the price hike?One expert doesn’t think so. John Koetsier is an AI and tech expert and host of the popular podcastTechFirst. He commented on Musk’s tweeted stating, “Way too expensive. You’re going to drive people to other car brands that include it.” When someone asked him to name examples of other companies providing a similar FSD software, Koetsier cited the Cadillac Super Cruise package. This alternative is offered by General Motors(NYSE:GM) for substantially less than Tesla’s equivalent. In early 2022, Input reported the following:“GM’s Super Cruise is making a play to become the gold standard for driving assist. While it takes a longer time to establish the Super Cruise network compared to Tesla’s approach, GM is well on its way to making it available on major highways and roads. Super Cruise, like Tesla’s Autopilot, is subscription-based, and costs $25 a month, though it does come free for three years with most GM vehicles.”The current monthly subscription cost for Tesla’s FSD package is $199. Next to that, GM’s option looks like an excellent deal. While it’s true that most other automakers aren’t offering similar products, Koetsier also states others will follow.Ford(NYSE:F) is already introducing the BlueCruise system, formerly known as Active Driver Assist.The Road AheadWhile these companies haven’t been able to rival Tesla’s electric vehicle (EV) sales, FSD is a new type of technology that is poised to grow in popularity. Companies that are early to the party will have at least a chance at securing a market share, particularly as Tesla’s FSD tech has been flamed for multiple accidents. If another automaker’s driver assistance tech can help garner public trust, it could push TSLA stock down.As such, it doesn’t make sense for Tesla to be raising prices at such a critical time. TSLA stock tell after the company raised EV prices in June 2022. Since demand for FSD packages isn’t as high as it is for Tesla vehicles, these price hikes could push it down even further.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687439728,"gmtCreate":1661213777366,"gmtModify":1661213782485,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Thanks very much for this detail write out!","listText":"Thanks very much for this detail write out!","text":"Thanks very much for this detail write out!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/687439728","repostId":"1113960584","repostType":4,"repost":{"id":"1113960584","kind":"news","pubTimestamp":1661237527,"share":"https://www.laohu8.com/m/news/1113960584?lang=zh_CN&edition=full","pubTime":"2022-08-23 14:52","market":"other","language":"en","title":"SPY: Time To Get Out, Weak Short Sale Volumes Indicate Reversal<blockquote>SPDR标普500指数ETF：是时候退出了，卖空量疲软预示着逆转</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113960584","media":"Seeking Alpha","summary":"SummaryThe base effect was the fundamental reason why inflation had peaked. It will be challenging t","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>The base effect was the fundamental reason why inflation had peaked. It will be challenging to stop the most lagged part of inflation.</li><li>The markets don&#39;t realize that fed members are in full hawkish mode. Although the market is certain about a soft-landing, the fed indicator suggests a recession.</li><li>Short-covering contributed to the latest bear market rally significantly. As there are very low short sales volumes right now, the reversion could be next.</li><li>SPY significantly deviated from real yields (strong inverse correlation) and this exemption won&#39;t last long.</li><li>The macroeconomic outlook could worsen with additional rate hikes, which is not supportive for EPS.</li></ul>In my most recent bond analysis, which focused on the iShares 20+ Year Treasury Bond ETF (TLT), inflation, and monetary outlook, we predicted that the YoY and MoM inflation peaks would both occur in the months of July - September. I wagered that commodity prices would decline and that other leading indicators would also dramatically deteriorate. However the Fed responds to the most lagging inflation parts, the CPI/PCE/core CPI report from July is not initially bullish. Lower commodities prices had a significant impact on the MoM&#39;s &#34;stabilization,&#34; but the most lagging drivers to the CPI - shelter and services are still quite high and are still increasing. The necessary items, which the Fed wants to stabilize, are not stabilizing.</p><p><blockquote><ul><li>基数效应是通胀见顶的根本原因。阻止通胀最滞后的部分将是一项挑战。</li><li>市场没有意识到美联储成员完全处于鹰派模式。尽管市场肯定会软着陆，但美联储指标显示经济衰退。</li><li>空头回补对最近的熊市反弹做出了重大贡献。由于目前卖空量非常低，下一个可能会出现逆转。</li><li>SPDR标普500指数ETF明显偏离实际收益率（强负相关），这种豁免不会持续太久。</li><li>进一步加息可能会导致宏观经济前景恶化，这对每股收益不利。</li></ul>在我最近的债券分析中，重点关注iShares 20+年期国债ETF(TLT)、通胀和货币前景，我们预测同比和环比通胀峰值都将出现在7月至9月。我打赌大宗商品价格会下跌，其他领先指标也会大幅恶化。无论美联储如何应对最滞后的通胀部分，7月份的CPI/PCE/核心CPI报告最初并不乐观。大宗商品价格下跌对MoM的“企稳”产生了重大影响，但CPI最滞后的驱动因素——住房和服务业仍然相当高，并且仍在增加。美联储想要稳定的必要项目并没有稳定下来。</blockquote></p><p>On first glance, the market rallied due to strong data from inflation prints, but in our breakdown, the data has not been strong at all. SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) deviated from the long-term inverse correlation between real yields and SPY&#39;s price mainly due to a &#34;strong fundamental week.&#34; However, I&#39;m firmly convinced this was another bear market rally. Medium-term inflation expectations rose, which is not a good case for stocks. In summary, we can await more rate hikes to come, more than the market currently prices in.</p><p><blockquote>乍一看，由于通胀数据强劲，市场上涨，但在我们的细分中，数据一点也不强劲。SPDR标普500信托ETF（NYSEARCA：SPDR标普500指数ETF）偏离了实际收益率与SPDR标普500指数ETF价格之间的长期负相关关系，主要是由于“强劲的基本面周”。然而，我坚信这是另一次熊市反弹。中期通胀预期上升，这对股票来说不是一个好的案例。总而言之，我们可以等待更多加息，幅度超过市场目前的预期。</blockquote></p><p><b>Inflation breakdown</b></p><p><blockquote><b>通货膨胀细分</b></blockquote></p><p>The CPI&#39;s YoY growth was still high at 8.5% and rose in July by zero percent. However, the core CPI rose &#34;only&#34; by 0.2%, which was lower than the consensus. Nevertheless, if you make an inflation breakdown, you will see the drivers. Motor fuel (oil &amp; gas) has contributed very negatively to the overall CPI monthly change. This item is the most current in the lagged CPI. However, the most lagging components of the CPI are housing, food prices, medical care services, and other services, and it will take some time for these inputs to stabilize or decline.</p><p><blockquote>CPI同比增速仍高达8.5%，7月份涨幅为零。然而，核心CPI“仅”上涨0.2%，低于市场普遍预期。然而，如果你对通货膨胀进行细分，你就会看到驱动因素。汽车燃料（石油和天然气）对整体CPI月度变化的贡献非常负面。该项目是滞后CPI中最新的。然而，CPI最滞后的组成部分是住房、食品价格、医疗保健服务和其他服务，这些投入需要一段时间才能稳定或下降。</blockquote></p><p><img src=\"https://static.tigerbbs.com/32fb983d571f92f960166b97b1eb1e09\" tg-width=\"640\" tg-height=\"502\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>CPI monthly change(@MacroAlf)</p><p><blockquote>CPI月度变化(@MacroAlf)</blockquote></p><p>As I stated in my previous analysis on TLT, the consumer destruction will take place in 2-3 months. The issue is that supply-side inflation (mainly oil, gas, and other commodities) can be impacted only indirectly - mainly by lowered demand. That is what we see in the commodity market right now. Industrial commodities and the ones that have a great impact on overall CPI started to decline. But it does not reflect only demand destruction but also the quite strong economic slowdown (forward-looking). I still believe inflation will go down, but mainly due to the strong base effect caused by the measured style-YoY comparison. The much more important figure will be core inflation on a monthly basis.</p><p><blockquote>正如我在之前对TLT的分析中所说，消费者的毁灭将在2-3个月内发生。问题在于，供给侧通胀（主要是石油、天然气和其他大宗商品）只能受到间接影响——主要是需求下降。这就是我们目前在大宗商品市场上看到的情况。工业品和对整体CPI影响较大的商品开始回落。但这不仅反映了需求破坏，还反映了相当强劲的经济放缓（前瞻性）。我仍然相信通胀会下降，但主要是由于实测风格同比比较带来的强劲基数效应。更重要的数字将是月度核心通胀率。</blockquote></p><p>Still, if inflation were to be zero on a monthly basis till the end of the year, it would still be at 6.5%, and if it were to be longer, it would be at 3.3% in March. Still significantly above the fed&#39;s medium-term target. I am confident that inflation will fall, and that we will see a significant slowdown in 4Q2022, but this must be accompanied by a continued reduction in consumption and GDP growth forecasts.</p><p><blockquote>尽管如此，如果通胀率在年底前按月为零，仍将为6.5%，如果通胀率更长，3月份将为3.3%。仍明显高于美联储的中期目标。我有信心通货膨胀会下降，而且2022年第四季度我们会看到明显放缓，但是这必须伴随着消费和GDP增长预测的继续下调。</blockquote></p><p><img src=\"https://static.tigerbbs.com/16abe6e1dd19cfbe7ada120183feb6d6\" tg-width=\"1280\" tg-height=\"906\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Projecting CPI at Year-End(BLS, Cleveland Federal Reserve Nowcast)</p><p><blockquote>预测年底CPI（BLS、克利夫兰联储即时预测）</blockquote></p><p><b>Outlook on the monetary policy</b></p><p><blockquote><b>货币政策展望</b></blockquote></p><p>I&#39;m strongly convinced that inflation will go down on a YoY basis. On the other hand, I&#39;m a little bit less convinced by the MoM point of view. To support this scenario, the fed will need to be very hawkish to convince the market that it will do so. Despite still having a very inverted yield curve, the market started to price in fewer rate cuts than anticipated 2-3 weeks ago. And this is all on the back of lower-than-expected inflation figures from a week ago. The spread between Fed funds futures rates in Dec 2022 and Dec 2023 is reaching less than -0.2, thus implying market expectations of almost only one rate cut till Dec 2023.</p><p><blockquote>我坚信通货膨胀将同比下降。另一方面，我不太相信妈妈的观点。为了支持这种情况，美联储需要非常强硬地让市场相信它会这样做。尽管收益率曲线仍然非常倒挂，但市场开始消化的降息幅度低于2-3周前的预期。这一切都是基于一周前低于预期的通胀数据。2022年12月和2023年12月联邦基金期货利率之间的利差达到-0.2以下，这意味着市场预期到2023年12月几乎只会降息一次。</blockquote></p><p></p><p><img src=\"https://static.tigerbbs.com/b8a4b790ae098a035c35b830ca03c865\" tg-width=\"640\" tg-height=\"376\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Spread between FFF 12/2022 and 12/2023(Author´s calculation via Tradingview)</p><p><blockquote>FFF 12/2022和12/2023之间的利差（作者通过Tradingview计算）</blockquote></p><p>Despite the fact that the market began slightly repeating the FOMC member&#39;s rhetoric, the stocks rallied significantly. It is because the market believed the narrative of &#34;soft-landing&#34; to be more probable than before inflation prints. However, the inflation fight is still not over. I consider this rally unsustainable and not supported by the macro fundamentals. After the inflation print, rates expectations measured by Fed funds futures rose quite significantly.</p><p><blockquote>尽管市场开始略微重复联邦公开市场委员会成员的言论，但股市仍大幅上涨。这是因为市场认为“软着陆”的说法比通胀数据公布前更有可能出现。然而，通胀斗争仍未结束。我认为这次反弹是不可持续的，也没有宏观基本面的支持。通胀数据公布后，以联邦基金期货衡量的利率预期大幅上升。</blockquote></p><p><img src=\"https://static.tigerbbs.com/33f3f05a2f5ce92a0dc8992ced3b6a53\" tg-width=\"640\" tg-height=\"373\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Rates expectations measured by FFF(Author´s calculations via Tradingview)</p><p><blockquote>FFF衡量的利率预期（作者通过Tradingview计算）</blockquote></p><p>Thus, retail investors are fairly misled by inflation print and soft-landing. This scenario does not support the thesis of being bullish at current levels. However, for me, the very strong narrative stands behind the real yields and SPY. There is a very strong negative correlation among the variables, which the market fully ignored until Friday.</p><p><blockquote>因此，散户投资者被通胀数据和软着陆误导了。这种情况并不支持在当前水平看涨的论点。然而，对我来说，真实收益率和SPDR标普500指数ETF背后有着非常强有力的叙述。变量之间存在非常强的负相关性，直到周五市场才完全忽略了这一点。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fed22002670360778cb46af429c3e6fd\" tg-width=\"767\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Real Yields vs. S&amp;P500(Bloomberg, Morgan Stanley Research)</p><p><blockquote>实际收益率与标准普尔500指数（彭博社、摩根士丹利研究）</blockquote></p><p><b>The key driver of the latest rally was short-covering</b></p><p><blockquote><b>最近一次反弹的关键驱动力是空头回补</b></blockquote></p><p>As many investors / traders followed the inflation print and saw a market rally, they massively closed their short positions or bets, which led to a significant rally from the bottom. That&#39;s the true reason why the market rallied in the previous weeks. And it only makes sense to me because macro fundamentals such as real yields and other leading indicators have all worsened, just hand in hand with a strong labor market. Despite the rise in real yields, the market rallied in recent weeks, their negative correlation deviated significantly from normal conditions, giving me no reason to be bullish from a macro perspective.</p><p><blockquote>由于许多投资者/交易者跟随通胀数据并看到市场反弹，他们大量平仓空头头寸或押注，这导致了从底部的大幅反弹。这才是前几周市场上涨的真正原因。这对我来说才有意义，因为实际收益率和其他领先指标等宏观基本面都在恶化，只是与强劲的劳动力市场齐头并进。尽管实际收益率上升，市场在最近几周反弹，但它们的负相关性明显偏离了正常情况，从宏观角度来看，我没有理由看涨。</blockquote></p><p>On the contrary, as I said, the rally was caused mainly by short covering (the closing of short position) and it was the 3rd most aggressive short-covering in the latest ten years.</p><p><blockquote>相反，正如我所说，反弹主要是由空头回补（空头头寸平仓）引起的，这是最近十年中第三次最激进的空头回补。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4500679330262cedb633a0fba418e7ad\" tg-width=\"611\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Short covering / Short selling(GS Prime Book via Investro)</p><p><blockquote>空头回补/卖空（GS Prime Book via Investro）</blockquote></p><p>And also a great chart from @MacroCharts, which measures the sum of (QQQ) deltas, indicated that this massive rally was caused by a full switch of position. As there are monitored deltas for QQQ, I believe it will be similar for the S&amp;P 500 or SPY, because major stocks from QQQ are also integrated with significant weights in SPY. From the extremely short to the extremely long ones. For me, it is absolutely unsustainable to remain at such levels, and the rising probability of further downturn, combined with macro fundamentals, gives me quite strong confidence.</p><p><blockquote>@MacroCharts的一张很棒的图表测量了(QQQ)增量之和，表明这次大规模反弹是由头寸完全转换引起的。由于QQQ有受监控的增量，我相信标普500或SPDR标普500指数ETF的情况也会类似，因为QQQ的主要股票在SPDR标普500指数ETF也具有重要权重。从极短到极长。对我来说，维持在这样的水平是绝对不可持续的，而进一步下行的概率上升，结合宏观基本面，给了我相当强的信心。</blockquote></p><p><img src=\"https://static.tigerbbs.com/984923367a1ab56eb4804dde1f6a5a07\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Sum of QQQ Deltas(Charlie Mcelligott / Nomura via @MacroCharts)</p><p><blockquote>QQQ增量之和（Charlie Mcelligott/野村证券，来自@MacroCharts）</blockquote></p><p>Another very important measure, which I highly recommend, is to follow short sale volumes for SPY/QQQ and others. The chart below just implies there is a lack of shorts or very low activity in short selling, which is a great contrarian indicator. The 10-day moving average of short sale volume, measured by FINRA, indicates there is a lack of short sale volume, indicates the market is probably exhausted. It also confirms the thesis of short-covering rally in the previous weeks as well. Just look at the significant numbers of short selling in mid June, in hand with the market bottom. There should be no surprises about the following market squeeze or strong short-covering activity. Currently, I see a strong reversal situation, thus giving room for another leg down in SPY. However, I also could be wrong, but combined with the real yields narrative, the worsening economic situation, and the strong contrarian indicator of short sale volume, I am firmly convinced this was another bear market rally.</p><p><blockquote>我强烈推荐的另一个非常重要的措施是跟踪SPDR标普500指数ETF/QQQ和其他公司的卖空量。下图只是暗示缺乏空头或卖空活动非常低，这是一个很好的反向指标。FINRA测量的卖空量10天移动平均线表明卖空量不足，表明市场可能已经疲惫不堪。这也证实了前几周空头回补反弹的论点。只要看看六月中旬市场触底时大量卖空就知道了。接下来的市场挤压或强劲的空头回补活动应该不会令人意外。目前，我看到了强劲的逆转情况，从而为SPDR标普500指数ETF的另一次下跌提供了空间。然而，我也可能是错的，但结合实际收益率叙述、不断恶化的经济形势以及卖空量的强劲逆势指标，我坚信这是另一次熊市反弹。</blockquote></p><p><b>The Fed believes a soft landing is less likely than the market</b></p><p><blockquote><b>美联储认为软着陆的可能性低于市场</b></blockquote></p><p></p><p>The reason why I believe such a narrative is caused by FOMC members&#39; statements as well as by the data-driven approach. First of all, there are leading indicators that are screaming to us that inflation as well as economic growth will slow down. However, as previously stated, the YoY will slow, and the MoM will most likely stabilize. However, even if there is a 0% MoM change until the end of the year, inflation will still be significantly above the medium term horizon and above the fed&#39;s key target. With so strong numbers from the labor market, the fed can be calm to focus really on inflation and to tame it. The sacrifice would be economic growth. This is the reason why I believe rate hikes will continue until the fed sees a portion of lagging core CPI MoM moving around -0.2% to 0.1% in the medium term.</p><p><blockquote>我之所以相信这样的叙述，是由FOMC成员的声明以及数据驱动的方法造成的。首先，有领先指标向我们尖叫，通胀和经济增长都将放缓。然而，如前所述，同比将会放缓，而环比很可能会稳定下来。然而，即使年底前环比变化为0%，通胀仍将明显高于中期水平，也高于美联储的关键目标。由于劳动力市场数据如此强劲，美联储可以冷静地真正关注通胀并抑制通胀。牺牲的将是经济增长。这就是为什么我认为加息将持续下去，直到美联储看到部分滞后的核心CPI环比在中期内徘徊在-0.2%至0.1%左右。</blockquote></p><p>Now, let&#39;s summarize some of the latest statements from FOMC members.</p><p><blockquote>现在，让我们总结一下FOMC成员的一些最新表态。</blockquote></p><p>Fed&#39;s Bullard, according to Reuters:</p><p><blockquote>据路透社报道，美联储布拉德：</blockquote></p><p><i>St. Louis Fed President James Bullard, who was among the central bank&#39;s earliest advocates last year of a more muscular response to fast-building price pressures, said that given the strength of the economy he is currently leaning toward supporting a third straight 75-basis-point interest rate hike in September.</i>Also, Mary Daly, president of the San Francisco Federal Reserve,stated earlier on Thursday that raising rates by 50 or 75 basis points at the fed&#39;s upcoming policy meeting on September 20-21 would be a &#34;reasonable&#34; way to raise short-term borrowing costs to slightly above 3% by the end of this year and put them on a path to a little bit higher in 2023.</p><p><blockquote><i>圣路易斯联储主席詹姆斯·布拉德(James Bullard)是美联储去年最早主张对快速上涨的物价压力做出更有力反应的人之一，他表示，鉴于经济实力，他目前倾向于支持连续第三次75个基点的加息。</i>此外，旧金山联储主席Mary Daly周四早些时候表示，在美联储即将于9月20日至21日举行的政策会议上加息50或75个基点将是提高短期借贷成本的“合理”方式，到今年年底将略高于3%，并在2023年走上略高的道路。</blockquote></p><p>Also a kindly hawkish note from the Fed&#39;s Kashkari:</p><p><blockquote>美联储卡什卡利也发表了善意的鹰派言论：</blockquote></p><p><i>So the question right now is, can we bring inflation down without triggering a recession? And my answer to that question is: I don’t know. Fed has more work to do in raising interest rates to bring inflation down.</i>Despite the better than expected inflation print, the fight is not over and there must be a clear indication of tightening conditions that will continue to bring inflation down. Until then, the market still hopes for a soft-landing as in 2019, but this is really different story. I&#39;m firmly convinced it will bring a bigger economic slowdown than the current one, but I don&#39;t know if it will be a big recession. Probably not. But it will be harder than soft-landing. Kashkari is one of the first FOMC members to admit that they are unsure whether it will cause the recession or not. They just can&#39;t tell you, &#34;for sure we will cause a recession.&#34; However, in the previous months, when the yield curve started to be inverted, the fed screamed that it was not an appropriate indicator of recession. The opposite is the truth.</p><p><blockquote><i>所以现在的问题是，我们能否在不引发衰退的情况下降低通胀？我对这个问题的回答是：我不知道。美联储在加息以降低通胀方面还有更多工作要做。</i>尽管通胀数据好于预期，但斗争尚未结束，必须有明确的迹象表明紧缩条件将继续压低通胀。在此之前，市场仍然希望像2019年那样软着陆，但这确实是另一回事。我坚信它会带来比目前更大的经济放缓，但我不知道这是否会是一场大衰退。应该不会吧。但这将比软着陆更难。卡什卡利是首批承认他们不确定这是否会导致经济衰退的FOMC成员之一。他们只是不能告诉你，“我们肯定会导致衰退。”然而，在前几个月，当收益率曲线开始倒挂时，美联储尖叫称这不是一个合适的衰退指标。事实恰恰相反。</blockquote></p><p>However, the fed released its own indicator of forecasting recession, slightly different than the classic yield curve, which had not been inverted before. It is now fully inverted, which, according to previous fed papers, should clearly indicate a recession going forward. A great chart from@MacroAlfcalculated the development of this indicator, and as it was almost one month ago, it started to be inverted, thus confirming that the fed knows and is aware of the ongoing recession. Regardless of what they say. It was the only opinion as the yield curve started to be inverted that it was better to monitor the &#34;near-term spread,&#34; calculated as 18m forward 3m yields minus 3m yields, as it is a much more precise predictor of the upcoming recession.</p><p><blockquote>然而，美联储发布了自己预测衰退的指标，与经典的收益率曲线略有不同，后者此前并未出现倒挂。现在它已经完全倒挂，根据美联储之前的文件，这应该清楚地表明未来将出现衰退。@MacroAlf的一张很棒的图表计算了该指标的发展，就像大约一个月前一样，它开始倒挂，从而证实了美联储知道并意识到正在进行的衰退。不管他们怎么说。当收益率曲线开始倒挂时，唯一的观点是最好监控“近期利差”，计算为1800万远期300万收益率减去300万收益率，因为它是对即将到来的衰退的更精确的预测。</blockquote></p><p><img src=\"https://static.tigerbbs.com/aced83130fc7620517eccea36b9a2d28\" tg-width=\"952\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Fed´s preferred yield curve indicator(@MacroAlf)</p><p><blockquote>美联储首选收益率曲线指标(@MacroAlf)</blockquote></p><p><b>Earnings are lagged, CPI too</b></p><p><blockquote><b>盈利滞后，CPI也滞后</b></blockquote></p><p>However, I&#39;m convinced that CPI will go down and the fed will tame inflation. The issue is that there will be an EPS drop as well. To tame inflation rapidly, it is necessary to cause an economic slowdown. However, it is happening right now, and many leading indicators are confirming this thesis. Companies are oversupplied (with inventories), commodity prices are falling, and PMI and new orders are dropping too. Oil is falling; however, natural gas recovered from the total drawdown seen in July. Nevertheless, the macro indicators tell me that inflation will calm down, but the fed needs to continue doing its job and focus on inflation. I also believe that it can cause a mild recession and then we could see slight rate cuts in 2023. The next chart shows the leading indicator - G5 Credit Impulse and its impact on S&amp;P 500 EPS as well as CPI YoY. Both are well lagged vs. their leading indicator, which leads by 4-5 quarters. This also supports our thesis, thus giving room for EPS decline as well as for CPI decline.</p><p><blockquote>然而，我相信消费者物价指数将会下降，美联储将抑制通胀。问题是每股收益也会下降。要迅速抑制通货膨胀，就必须造成经济放缓。然而，它正在发生，许多领先指标正在证实这一论点。企业供过于求（库存），大宗商品价格下跌，PMI和新订单也在下降。石油正在下跌；然而，天然气从7月份的总体下降中恢复过来。尽管如此，宏观指标告诉我，通胀将会平静下来，但美联储需要继续做好自己的工作，专注于通胀。我还认为，这可能会导致温和的衰退，然后我们可能会在2023年看到小幅降息。下图显示了领先指标——G5信贷冲动及其对标普500每股收益和CPI同比的影响。两者都远远落后于领先指标，领先指标领先4-5个季度。这也支持了我们的论点，从而为每股收益下降和CPI下降提供了空间。</blockquote></p><p><img src=\"https://static.tigerbbs.com/9f434d630603e9b6a62684bdcc200676\" tg-width=\"832\" tg-height=\"699\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>G5 Credit impluse as leading indicator(@MacroAlf)</p><p><blockquote>G5 Credit impluse作为领先指标(@MacroAlf)</blockquote></p><p></p><p><b>Risks and Summary</b></p><p><blockquote><b>风险及总结</b></blockquote></p><p>Let&#39;s start with the risk to our thesis. The first risk can be that I have wrongly detected another bear market rally and where a bull market started. I do not say we will find the new bottom. Currently, I&#39;m convinced that under current macro circumstances, followed by sale volumes and short-covering narrative, the market is overbought and should decline 5-15% from its current levels. The next risk to this thesis is that inflation will fall fast with a soft-landing. Although I see a little probability, it is still a kind of scenario. When inflation, mainly core inflation, drops significantly, it could cause the fed to stop the tightening cycle and, after 2-3 quarters, to ease conditions rapidly. And that&#39;s all without economic damage, with a strong labor market and slight economic growth. Currently, I&#39;m not convinced that is the case.</p><p><blockquote>让我们从论文的风险开始。第一个风险可能是我错误地发现了另一次熊市反弹以及牛市开始的地方。我不是说我们会找到新的底部。目前，我相信，在当前的宏观环境下，以及随后的销量和空头回补叙述，市场已超买，应该会比当前水平下跌5-15%。这篇论文的下一个风险是通胀将随着软着陆而快速下降。虽然我看到了一点概率，但它仍然是一种场景。当通胀（主要是核心通胀）大幅下降时，可能会导致美联储停止紧缩周期，并在2-3个季度后迅速放松条件。这一切都没有造成经济损失，劳动力市场强劲，经济略有增长。目前，我不相信情况是这样。</blockquote></p><p>In my opinion, the short scenario has significantly bigger odds right now for plenty of reasons: Real yields and the SPY correlation have significantly deteriorated and deviated, which is unsustainable in my opinion. Additionally, we saw that due to strong short-covering rally - the 3rd largest in the last 10 years. Next reason is that there is a lack of short sellers right now, which could indicate a short-term market peak. The market rally could be exhausted because there are no short sellers. The next indicator is the still and tireless statements from FOMC&#39;s members, which are still very hawkish, and the best case is to DO NOT FIGHT THE FED. The most recent narrative remains focused on inflation print. Very volatile figures and the most current ones as motor fuel, transportation, and others are down, but it depends on prices (on the market). However, the fed wants to see the most lagging parts as a shelter, services, and demand side inflation to cool down. It will take some time, and I believe we will see that. But also, it will have a negative impact on EPS. Also, I can be wrong, but these are the key reasons why I firmly believe that the market is exhausted (upwards) and a short-term rally downwards could continue.</p><p><blockquote>在我看来，目前空头情景的可能性要大得多，原因有很多：实际收益率和SPDR标普500指数ETF相关性显着恶化和偏离，我认为这是不可持续的。此外，我们看到，由于强劲的空头回补反弹——这是过去10年来的第三大反弹。下一个原因是目前缺乏卖空者，这可能预示着短期市场见顶。市场涨势可能会耗尽，因为没有卖空者。下一个指标是FOMC成员们仍然不厌其烦的声明，这些声明仍然非常鹰派，最好的情况是不要对抗美联储。最近的叙述仍然集中在通货膨胀打印。非常不稳定的数字和最新的数字，如汽车燃料、运输和其他下降，但这取决于（市场上的）价格。然而，美联储希望看到住房、服务业和需求侧通胀等最滞后的部分降温。这需要一些时间，我相信我们会看到这一点。但也会对每股收益产生负面影响。此外，我可能是错的，但这些是我坚信市场已经耗尽（向上）并且短期向下反弹可能会继续的关键原因。</blockquote></p><p></body></html></p><p><blockquote></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>SPY: Time To Get Out, Weak Short Sale Volumes Indicate Reversal<blockquote>SPDR标普500指数ETF：是时候退出了，卖空量疲软预示着逆转</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\">\nSPY: Time To Get Out, Weak Short Sale Volumes Indicate Reversal<blockquote>SPDR标普500指数ETF：是时候退出了，卖空量疲软预示着逆转</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\">2022-08-23 14:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>The base effect was the fundamental reason why inflation had peaked. It will be challenging to stop the most lagged part of inflation.</li><li>The markets don&#39;t realize that fed members are in full hawkish mode. Although the market is certain about a soft-landing, the fed indicator suggests a recession.</li><li>Short-covering contributed to the latest bear market rally significantly. As there are very low short sales volumes right now, the reversion could be next.</li><li>SPY significantly deviated from real yields (strong inverse correlation) and this exemption won&#39;t last long.</li><li>The macroeconomic outlook could worsen with additional rate hikes, which is not supportive for EPS.</li></ul>In my most recent bond analysis, which focused on the iShares 20+ Year Treasury Bond ETF (TLT), inflation, and monetary outlook, we predicted that the YoY and MoM inflation peaks would both occur in the months of July - September. I wagered that commodity prices would decline and that other leading indicators would also dramatically deteriorate. However the Fed responds to the most lagging inflation parts, the CPI/PCE/core CPI report from July is not initially bullish. Lower commodities prices had a significant impact on the MoM&#39;s &#34;stabilization,&#34; but the most lagging drivers to the CPI - shelter and services are still quite high and are still increasing. The necessary items, which the Fed wants to stabilize, are not stabilizing.</p><p><blockquote><ul><li>基数效应是通胀见顶的根本原因。阻止通胀最滞后的部分将是一项挑战。</li><li>市场没有意识到美联储成员完全处于鹰派模式。尽管市场肯定会软着陆，但美联储指标显示经济衰退。</li><li>空头回补对最近的熊市反弹做出了重大贡献。由于目前卖空量非常低，下一个可能会出现逆转。</li><li>SPDR标普500指数ETF明显偏离实际收益率（强负相关），这种豁免不会持续太久。</li><li>进一步加息可能会导致宏观经济前景恶化，这对每股收益不利。</li></ul>在我最近的债券分析中，重点关注iShares 20+年期国债ETF(TLT)、通胀和货币前景，我们预测同比和环比通胀峰值都将出现在7月至9月。我打赌大宗商品价格会下跌，其他领先指标也会大幅恶化。无论美联储如何应对最滞后的通胀部分，7月份的CPI/PCE/核心CPI报告最初并不乐观。大宗商品价格下跌对MoM的“企稳”产生了重大影响，但CPI最滞后的驱动因素——住房和服务业仍然相当高，并且仍在增加。美联储想要稳定的必要项目并没有稳定下来。</blockquote></p><p>On first glance, the market rallied due to strong data from inflation prints, but in our breakdown, the data has not been strong at all. SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) deviated from the long-term inverse correlation between real yields and SPY&#39;s price mainly due to a &#34;strong fundamental week.&#34; However, I&#39;m firmly convinced this was another bear market rally. Medium-term inflation expectations rose, which is not a good case for stocks. In summary, we can await more rate hikes to come, more than the market currently prices in.</p><p><blockquote>乍一看，由于通胀数据强劲，市场上涨，但在我们的细分中，数据一点也不强劲。SPDR标普500信托ETF（NYSEARCA：SPDR标普500指数ETF）偏离了实际收益率与SPDR标普500指数ETF价格之间的长期负相关关系，主要是由于“强劲的基本面周”。然而，我坚信这是另一次熊市反弹。中期通胀预期上升，这对股票来说不是一个好的案例。总而言之，我们可以等待更多加息，幅度超过市场目前的预期。</blockquote></p><p><b>Inflation breakdown</b></p><p><blockquote><b>通货膨胀细分</b></blockquote></p><p>The CPI&#39;s YoY growth was still high at 8.5% and rose in July by zero percent. However, the core CPI rose &#34;only&#34; by 0.2%, which was lower than the consensus. Nevertheless, if you make an inflation breakdown, you will see the drivers. Motor fuel (oil &amp; gas) has contributed very negatively to the overall CPI monthly change. This item is the most current in the lagged CPI. However, the most lagging components of the CPI are housing, food prices, medical care services, and other services, and it will take some time for these inputs to stabilize or decline.</p><p><blockquote>CPI同比增速仍高达8.5%，7月份涨幅为零。然而，核心CPI“仅”上涨0.2%，低于市场普遍预期。然而，如果你对通货膨胀进行细分，你就会看到驱动因素。汽车燃料（石油和天然气）对整体CPI月度变化的贡献非常负面。该项目是滞后CPI中最新的。然而，CPI最滞后的组成部分是住房、食品价格、医疗保健服务和其他服务，这些投入需要一段时间才能稳定或下降。</blockquote></p><p><img src=\"https://static.tigerbbs.com/32fb983d571f92f960166b97b1eb1e09\" tg-width=\"640\" tg-height=\"502\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>CPI monthly change(@MacroAlf)</p><p><blockquote>CPI月度变化(@MacroAlf)</blockquote></p><p>As I stated in my previous analysis on TLT, the consumer destruction will take place in 2-3 months. The issue is that supply-side inflation (mainly oil, gas, and other commodities) can be impacted only indirectly - mainly by lowered demand. That is what we see in the commodity market right now. Industrial commodities and the ones that have a great impact on overall CPI started to decline. But it does not reflect only demand destruction but also the quite strong economic slowdown (forward-looking). I still believe inflation will go down, but mainly due to the strong base effect caused by the measured style-YoY comparison. The much more important figure will be core inflation on a monthly basis.</p><p><blockquote>正如我在之前对TLT的分析中所说，消费者的毁灭将在2-3个月内发生。问题在于，供给侧通胀（主要是石油、天然气和其他大宗商品）只能受到间接影响——主要是需求下降。这就是我们目前在大宗商品市场上看到的情况。工业品和对整体CPI影响较大的商品开始回落。但这不仅反映了需求破坏，还反映了相当强劲的经济放缓（前瞻性）。我仍然相信通胀会下降，但主要是由于实测风格同比比较带来的强劲基数效应。更重要的数字将是月度核心通胀率。</blockquote></p><p>Still, if inflation were to be zero on a monthly basis till the end of the year, it would still be at 6.5%, and if it were to be longer, it would be at 3.3% in March. Still significantly above the fed&#39;s medium-term target. I am confident that inflation will fall, and that we will see a significant slowdown in 4Q2022, but this must be accompanied by a continued reduction in consumption and GDP growth forecasts.</p><p><blockquote>尽管如此，如果通胀率在年底前按月为零，仍将为6.5%，如果通胀率更长，3月份将为3.3%。仍明显高于美联储的中期目标。我有信心通货膨胀会下降，而且2022年第四季度我们会看到明显放缓，但是这必须伴随着消费和GDP增长预测的继续下调。</blockquote></p><p><img src=\"https://static.tigerbbs.com/16abe6e1dd19cfbe7ada120183feb6d6\" tg-width=\"1280\" tg-height=\"906\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Projecting CPI at Year-End(BLS, Cleveland Federal Reserve Nowcast)</p><p><blockquote>预测年底CPI（BLS、克利夫兰联储即时预测）</blockquote></p><p><b>Outlook on the monetary policy</b></p><p><blockquote><b>货币政策展望</b></blockquote></p><p>I&#39;m strongly convinced that inflation will go down on a YoY basis. On the other hand, I&#39;m a little bit less convinced by the MoM point of view. To support this scenario, the fed will need to be very hawkish to convince the market that it will do so. Despite still having a very inverted yield curve, the market started to price in fewer rate cuts than anticipated 2-3 weeks ago. And this is all on the back of lower-than-expected inflation figures from a week ago. The spread between Fed funds futures rates in Dec 2022 and Dec 2023 is reaching less than -0.2, thus implying market expectations of almost only one rate cut till Dec 2023.</p><p><blockquote>我坚信通货膨胀将同比下降。另一方面，我不太相信妈妈的观点。为了支持这种情况，美联储需要非常强硬地让市场相信它会这样做。尽管收益率曲线仍然非常倒挂，但市场开始消化的降息幅度低于2-3周前的预期。这一切都是基于一周前低于预期的通胀数据。2022年12月和2023年12月联邦基金期货利率之间的利差达到-0.2以下，这意味着市场预期到2023年12月几乎只会降息一次。</blockquote></p><p></p><p><img src=\"https://static.tigerbbs.com/b8a4b790ae098a035c35b830ca03c865\" tg-width=\"640\" tg-height=\"376\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Spread between FFF 12/2022 and 12/2023(Author´s calculation via Tradingview)</p><p><blockquote>FFF 12/2022和12/2023之间的利差（作者通过Tradingview计算）</blockquote></p><p>Despite the fact that the market began slightly repeating the FOMC member&#39;s rhetoric, the stocks rallied significantly. It is because the market believed the narrative of &#34;soft-landing&#34; to be more probable than before inflation prints. However, the inflation fight is still not over. I consider this rally unsustainable and not supported by the macro fundamentals. After the inflation print, rates expectations measured by Fed funds futures rose quite significantly.</p><p><blockquote>尽管市场开始略微重复联邦公开市场委员会成员的言论，但股市仍大幅上涨。这是因为市场认为“软着陆”的说法比通胀数据公布前更有可能出现。然而，通胀斗争仍未结束。我认为这次反弹是不可持续的，也没有宏观基本面的支持。通胀数据公布后，以联邦基金期货衡量的利率预期大幅上升。</blockquote></p><p><img src=\"https://static.tigerbbs.com/33f3f05a2f5ce92a0dc8992ced3b6a53\" tg-width=\"640\" tg-height=\"373\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Rates expectations measured by FFF(Author´s calculations via Tradingview)</p><p><blockquote>FFF衡量的利率预期（作者通过Tradingview计算）</blockquote></p><p>Thus, retail investors are fairly misled by inflation print and soft-landing. This scenario does not support the thesis of being bullish at current levels. However, for me, the very strong narrative stands behind the real yields and SPY. There is a very strong negative correlation among the variables, which the market fully ignored until Friday.</p><p><blockquote>因此，散户投资者被通胀数据和软着陆误导了。这种情况并不支持在当前水平看涨的论点。然而，对我来说，真实收益率和SPDR标普500指数ETF背后有着非常强有力的叙述。变量之间存在非常强的负相关性，直到周五市场才完全忽略了这一点。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fed22002670360778cb46af429c3e6fd\" tg-width=\"767\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Real Yields vs. S&amp;P500(Bloomberg, Morgan Stanley Research)</p><p><blockquote>实际收益率与标准普尔500指数（彭博社、摩根士丹利研究）</blockquote></p><p><b>The key driver of the latest rally was short-covering</b></p><p><blockquote><b>最近一次反弹的关键驱动力是空头回补</b></blockquote></p><p>As many investors / traders followed the inflation print and saw a market rally, they massively closed their short positions or bets, which led to a significant rally from the bottom. That&#39;s the true reason why the market rallied in the previous weeks. And it only makes sense to me because macro fundamentals such as real yields and other leading indicators have all worsened, just hand in hand with a strong labor market. Despite the rise in real yields, the market rallied in recent weeks, their negative correlation deviated significantly from normal conditions, giving me no reason to be bullish from a macro perspective.</p><p><blockquote>由于许多投资者/交易者跟随通胀数据并看到市场反弹，他们大量平仓空头头寸或押注，这导致了从底部的大幅反弹。这才是前几周市场上涨的真正原因。这对我来说才有意义，因为实际收益率和其他领先指标等宏观基本面都在恶化，只是与强劲的劳动力市场齐头并进。尽管实际收益率上升，市场在最近几周反弹，但它们的负相关性明显偏离了正常情况，从宏观角度来看，我没有理由看涨。</blockquote></p><p>On the contrary, as I said, the rally was caused mainly by short covering (the closing of short position) and it was the 3rd most aggressive short-covering in the latest ten years.</p><p><blockquote>相反，正如我所说，反弹主要是由空头回补（空头头寸平仓）引起的，这是最近十年中第三次最激进的空头回补。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4500679330262cedb633a0fba418e7ad\" tg-width=\"611\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Short covering / Short selling(GS Prime Book via Investro)</p><p><blockquote>空头回补/卖空（GS Prime Book via Investro）</blockquote></p><p>And also a great chart from @MacroCharts, which measures the sum of (QQQ) deltas, indicated that this massive rally was caused by a full switch of position. As there are monitored deltas for QQQ, I believe it will be similar for the S&amp;P 500 or SPY, because major stocks from QQQ are also integrated with significant weights in SPY. From the extremely short to the extremely long ones. For me, it is absolutely unsustainable to remain at such levels, and the rising probability of further downturn, combined with macro fundamentals, gives me quite strong confidence.</p><p><blockquote>@MacroCharts的一张很棒的图表测量了(QQQ)增量之和，表明这次大规模反弹是由头寸完全转换引起的。由于QQQ有受监控的增量，我相信标普500或SPDR标普500指数ETF的情况也会类似，因为QQQ的主要股票在SPDR标普500指数ETF也具有重要权重。从极短到极长。对我来说，维持在这样的水平是绝对不可持续的，而进一步下行的概率上升，结合宏观基本面，给了我相当强的信心。</blockquote></p><p><img src=\"https://static.tigerbbs.com/984923367a1ab56eb4804dde1f6a5a07\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Sum of QQQ Deltas(Charlie Mcelligott / Nomura via @MacroCharts)</p><p><blockquote>QQQ增量之和（Charlie Mcelligott/野村证券，来自@MacroCharts）</blockquote></p><p>Another very important measure, which I highly recommend, is to follow short sale volumes for SPY/QQQ and others. The chart below just implies there is a lack of shorts or very low activity in short selling, which is a great contrarian indicator. The 10-day moving average of short sale volume, measured by FINRA, indicates there is a lack of short sale volume, indicates the market is probably exhausted. It also confirms the thesis of short-covering rally in the previous weeks as well. Just look at the significant numbers of short selling in mid June, in hand with the market bottom. There should be no surprises about the following market squeeze or strong short-covering activity. Currently, I see a strong reversal situation, thus giving room for another leg down in SPY. However, I also could be wrong, but combined with the real yields narrative, the worsening economic situation, and the strong contrarian indicator of short sale volume, I am firmly convinced this was another bear market rally.</p><p><blockquote>我强烈推荐的另一个非常重要的措施是跟踪SPDR标普500指数ETF/QQQ和其他公司的卖空量。下图只是暗示缺乏空头或卖空活动非常低，这是一个很好的反向指标。FINRA测量的卖空量10天移动平均线表明卖空量不足，表明市场可能已经疲惫不堪。这也证实了前几周空头回补反弹的论点。只要看看六月中旬市场触底时大量卖空就知道了。接下来的市场挤压或强劲的空头回补活动应该不会令人意外。目前，我看到了强劲的逆转情况，从而为SPDR标普500指数ETF的另一次下跌提供了空间。然而，我也可能是错的，但结合实际收益率叙述、不断恶化的经济形势以及卖空量的强劲逆势指标，我坚信这是另一次熊市反弹。</blockquote></p><p><b>The Fed believes a soft landing is less likely than the market</b></p><p><blockquote><b>美联储认为软着陆的可能性低于市场</b></blockquote></p><p></p><p>The reason why I believe such a narrative is caused by FOMC members&#39; statements as well as by the data-driven approach. First of all, there are leading indicators that are screaming to us that inflation as well as economic growth will slow down. However, as previously stated, the YoY will slow, and the MoM will most likely stabilize. However, even if there is a 0% MoM change until the end of the year, inflation will still be significantly above the medium term horizon and above the fed&#39;s key target. With so strong numbers from the labor market, the fed can be calm to focus really on inflation and to tame it. The sacrifice would be economic growth. This is the reason why I believe rate hikes will continue until the fed sees a portion of lagging core CPI MoM moving around -0.2% to 0.1% in the medium term.</p><p><blockquote>我之所以相信这样的叙述，是由FOMC成员的声明以及数据驱动的方法造成的。首先，有领先指标向我们尖叫，通胀和经济增长都将放缓。然而，如前所述，同比将会放缓，而环比很可能会稳定下来。然而，即使年底前环比变化为0%，通胀仍将明显高于中期水平，也高于美联储的关键目标。由于劳动力市场数据如此强劲，美联储可以冷静地真正关注通胀并抑制通胀。牺牲的将是经济增长。这就是为什么我认为加息将持续下去，直到美联储看到部分滞后的核心CPI环比在中期内徘徊在-0.2%至0.1%左右。</blockquote></p><p>Now, let&#39;s summarize some of the latest statements from FOMC members.</p><p><blockquote>现在，让我们总结一下FOMC成员的一些最新表态。</blockquote></p><p>Fed&#39;s Bullard, according to Reuters:</p><p><blockquote>据路透社报道，美联储布拉德：</blockquote></p><p><i>St. Louis Fed President James Bullard, who was among the central bank&#39;s earliest advocates last year of a more muscular response to fast-building price pressures, said that given the strength of the economy he is currently leaning toward supporting a third straight 75-basis-point interest rate hike in September.</i>Also, Mary Daly, president of the San Francisco Federal Reserve,stated earlier on Thursday that raising rates by 50 or 75 basis points at the fed&#39;s upcoming policy meeting on September 20-21 would be a &#34;reasonable&#34; way to raise short-term borrowing costs to slightly above 3% by the end of this year and put them on a path to a little bit higher in 2023.</p><p><blockquote><i>圣路易斯联储主席詹姆斯·布拉德(James Bullard)是美联储去年最早主张对快速上涨的物价压力做出更有力反应的人之一，他表示，鉴于经济实力，他目前倾向于支持连续第三次75个基点的加息。</i>此外，旧金山联储主席Mary Daly周四早些时候表示，在美联储即将于9月20日至21日举行的政策会议上加息50或75个基点将是提高短期借贷成本的“合理”方式，到今年年底将略高于3%，并在2023年走上略高的道路。</blockquote></p><p>Also a kindly hawkish note from the Fed&#39;s Kashkari:</p><p><blockquote>美联储卡什卡利也发表了善意的鹰派言论：</blockquote></p><p><i>So the question right now is, can we bring inflation down without triggering a recession? And my answer to that question is: I don’t know. Fed has more work to do in raising interest rates to bring inflation down.</i>Despite the better than expected inflation print, the fight is not over and there must be a clear indication of tightening conditions that will continue to bring inflation down. Until then, the market still hopes for a soft-landing as in 2019, but this is really different story. I&#39;m firmly convinced it will bring a bigger economic slowdown than the current one, but I don&#39;t know if it will be a big recession. Probably not. But it will be harder than soft-landing. Kashkari is one of the first FOMC members to admit that they are unsure whether it will cause the recession or not. They just can&#39;t tell you, &#34;for sure we will cause a recession.&#34; However, in the previous months, when the yield curve started to be inverted, the fed screamed that it was not an appropriate indicator of recession. The opposite is the truth.</p><p><blockquote><i>所以现在的问题是，我们能否在不引发衰退的情况下降低通胀？我对这个问题的回答是：我不知道。美联储在加息以降低通胀方面还有更多工作要做。</i>尽管通胀数据好于预期，但斗争尚未结束，必须有明确的迹象表明紧缩条件将继续压低通胀。在此之前，市场仍然希望像2019年那样软着陆，但这确实是另一回事。我坚信它会带来比目前更大的经济放缓，但我不知道这是否会是一场大衰退。应该不会吧。但这将比软着陆更难。卡什卡利是首批承认他们不确定这是否会导致经济衰退的FOMC成员之一。他们只是不能告诉你，“我们肯定会导致衰退。”然而，在前几个月，当收益率曲线开始倒挂时，美联储尖叫称这不是一个合适的衰退指标。事实恰恰相反。</blockquote></p><p>However, the fed released its own indicator of forecasting recession, slightly different than the classic yield curve, which had not been inverted before. It is now fully inverted, which, according to previous fed papers, should clearly indicate a recession going forward. A great chart from@MacroAlfcalculated the development of this indicator, and as it was almost one month ago, it started to be inverted, thus confirming that the fed knows and is aware of the ongoing recession. Regardless of what they say. It was the only opinion as the yield curve started to be inverted that it was better to monitor the &#34;near-term spread,&#34; calculated as 18m forward 3m yields minus 3m yields, as it is a much more precise predictor of the upcoming recession.</p><p><blockquote>然而，美联储发布了自己预测衰退的指标，与经典的收益率曲线略有不同，后者此前并未出现倒挂。现在它已经完全倒挂，根据美联储之前的文件，这应该清楚地表明未来将出现衰退。@MacroAlf的一张很棒的图表计算了该指标的发展，就像大约一个月前一样，它开始倒挂，从而证实了美联储知道并意识到正在进行的衰退。不管他们怎么说。当收益率曲线开始倒挂时，唯一的观点是最好监控“近期利差”，计算为1800万远期300万收益率减去300万收益率，因为它是对即将到来的衰退的更精确的预测。</blockquote></p><p><img src=\"https://static.tigerbbs.com/aced83130fc7620517eccea36b9a2d28\" tg-width=\"952\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Fed´s preferred yield curve indicator(@MacroAlf)</p><p><blockquote>美联储首选收益率曲线指标(@MacroAlf)</blockquote></p><p><b>Earnings are lagged, CPI too</b></p><p><blockquote><b>盈利滞后，CPI也滞后</b></blockquote></p><p>However, I&#39;m convinced that CPI will go down and the fed will tame inflation. The issue is that there will be an EPS drop as well. To tame inflation rapidly, it is necessary to cause an economic slowdown. However, it is happening right now, and many leading indicators are confirming this thesis. Companies are oversupplied (with inventories), commodity prices are falling, and PMI and new orders are dropping too. Oil is falling; however, natural gas recovered from the total drawdown seen in July. Nevertheless, the macro indicators tell me that inflation will calm down, but the fed needs to continue doing its job and focus on inflation. I also believe that it can cause a mild recession and then we could see slight rate cuts in 2023. The next chart shows the leading indicator - G5 Credit Impulse and its impact on S&amp;P 500 EPS as well as CPI YoY. Both are well lagged vs. their leading indicator, which leads by 4-5 quarters. This also supports our thesis, thus giving room for EPS decline as well as for CPI decline.</p><p><blockquote>然而，我相信消费者物价指数将会下降，美联储将抑制通胀。问题是每股收益也会下降。要迅速抑制通货膨胀，就必须造成经济放缓。然而，它正在发生，许多领先指标正在证实这一论点。企业供过于求（库存），大宗商品价格下跌，PMI和新订单也在下降。石油正在下跌；然而，天然气从7月份的总体下降中恢复过来。尽管如此，宏观指标告诉我，通胀将会平静下来，但美联储需要继续做好自己的工作，专注于通胀。我还认为，这可能会导致温和的衰退，然后我们可能会在2023年看到小幅降息。下图显示了领先指标——G5信贷冲动及其对标普500每股收益和CPI同比的影响。两者都远远落后于领先指标，领先指标领先4-5个季度。这也支持了我们的论点，从而为每股收益下降和CPI下降提供了空间。</blockquote></p><p><img src=\"https://static.tigerbbs.com/9f434d630603e9b6a62684bdcc200676\" tg-width=\"832\" tg-height=\"699\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>G5 Credit impluse as leading indicator(@MacroAlf)</p><p><blockquote>G5 Credit impluse作为领先指标(@MacroAlf)</blockquote></p><p></p><p><b>Risks and Summary</b></p><p><blockquote><b>风险及总结</b></blockquote></p><p>Let&#39;s start with the risk to our thesis. The first risk can be that I have wrongly detected another bear market rally and where a bull market started. I do not say we will find the new bottom. Currently, I&#39;m convinced that under current macro circumstances, followed by sale volumes and short-covering narrative, the market is overbought and should decline 5-15% from its current levels. The next risk to this thesis is that inflation will fall fast with a soft-landing. Although I see a little probability, it is still a kind of scenario. When inflation, mainly core inflation, drops significantly, it could cause the fed to stop the tightening cycle and, after 2-3 quarters, to ease conditions rapidly. And that&#39;s all without economic damage, with a strong labor market and slight economic growth. Currently, I&#39;m not convinced that is the case.</p><p><blockquote>让我们从论文的风险开始。第一个风险可能是我错误地发现了另一次熊市反弹以及牛市开始的地方。我不是说我们会找到新的底部。目前，我相信，在当前的宏观环境下，以及随后的销量和空头回补叙述，市场已超买，应该会比当前水平下跌5-15%。这篇论文的下一个风险是通胀将随着软着陆而快速下降。虽然我看到了一点概率，但它仍然是一种场景。当通胀（主要是核心通胀）大幅下降时，可能会导致美联储停止紧缩周期，并在2-3个季度后迅速放松条件。这一切都没有造成经济损失，劳动力市场强劲，经济略有增长。目前，我不相信情况是这样。</blockquote></p><p>In my opinion, the short scenario has significantly bigger odds right now for plenty of reasons: Real yields and the SPY correlation have significantly deteriorated and deviated, which is unsustainable in my opinion. Additionally, we saw that due to strong short-covering rally - the 3rd largest in the last 10 years. Next reason is that there is a lack of short sellers right now, which could indicate a short-term market peak. The market rally could be exhausted because there are no short sellers. The next indicator is the still and tireless statements from FOMC&#39;s members, which are still very hawkish, and the best case is to DO NOT FIGHT THE FED. The most recent narrative remains focused on inflation print. Very volatile figures and the most current ones as motor fuel, transportation, and others are down, but it depends on prices (on the market). However, the fed wants to see the most lagging parts as a shelter, services, and demand side inflation to cool down. It will take some time, and I believe we will see that. But also, it will have a negative impact on EPS. Also, I can be wrong, but these are the key reasons why I firmly believe that the market is exhausted (upwards) and a short-term rally downwards could continue.</p><p><blockquote>在我看来，目前空头情景的可能性要大得多，原因有很多：实际收益率和SPDR标普500指数ETF相关性显着恶化和偏离，我认为这是不可持续的。此外，我们看到，由于强劲的空头回补反弹——这是过去10年来的第三大反弹。下一个原因是目前缺乏卖空者，这可能预示着短期市场见顶。市场涨势可能会耗尽，因为没有卖空者。下一个指标是FOMC成员们仍然不厌其烦的声明，这些声明仍然非常鹰派，最好的情况是不要对抗美联储。最近的叙述仍然集中在通货膨胀打印。非常不稳定的数字和最新的数字，如汽车燃料、运输和其他下降，但这取决于（市场上的）价格。然而，美联储希望看到住房、服务业和需求侧通胀等最滞后的部分降温。这需要一些时间，我相信我们会看到这一点。但也会对每股收益产生负面影响。此外，我可能是错的，但这些是我坚信市场已经耗尽（向上）并且短期向下反弹可能会继续的关键原因。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4536168-spy-time-to-get-out-weak-short-sale-volumes-indicate-reversal\">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":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4536168-spy-time-to-get-out-weak-short-sale-volumes-indicate-reversal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113960584","content_text":"SummaryThe base effect was the fundamental reason why inflation had peaked. It will be challenging to stop the most lagged part of inflation.The markets don't realize that fed members are in full hawkish mode. Although the market is certain about a soft-landing, the fed indicator suggests a recession.Short-covering contributed to the latest bear market rally significantly. As there are very low short sales volumes right now, the reversion could be next.SPY significantly deviated from real yields (strong inverse correlation) and this exemption won't last long.The macroeconomic outlook could worsen with additional rate hikes, which is not supportive for EPS.In my most recent bond analysis, which focused on the iShares 20+ Year Treasury Bond ETF (TLT), inflation, and monetary outlook, we predicted that the YoY and MoM inflation peaks would both occur in the months of July - September. I wagered that commodity prices would decline and that other leading indicators would also dramatically deteriorate. However the Fed responds to the most lagging inflation parts, the CPI/PCE/core CPI report from July is not initially bullish. Lower commodities prices had a significant impact on the MoM's \"stabilization,\" but the most lagging drivers to the CPI - shelter and services are still quite high and are still increasing. The necessary items, which the Fed wants to stabilize, are not stabilizing.On first glance, the market rallied due to strong data from inflation prints, but in our breakdown, the data has not been strong at all. SPDR S&P 500 Trust ETF (NYSEARCA:SPY) deviated from the long-term inverse correlation between real yields and SPY's price mainly due to a \"strong fundamental week.\" However, I'm firmly convinced this was another bear market rally. Medium-term inflation expectations rose, which is not a good case for stocks. In summary, we can await more rate hikes to come, more than the market currently prices in.Inflation breakdownThe CPI's YoY growth was still high at 8.5% and rose in July by zero percent. However, the core CPI rose \"only\" by 0.2%, which was lower than the consensus. Nevertheless, if you make an inflation breakdown, you will see the drivers. Motor fuel (oil & gas) has contributed very negatively to the overall CPI monthly change. This item is the most current in the lagged CPI. However, the most lagging components of the CPI are housing, food prices, medical care services, and other services, and it will take some time for these inputs to stabilize or decline.CPI monthly change(@MacroAlf)As I stated in my previous analysis on TLT, the consumer destruction will take place in 2-3 months. The issue is that supply-side inflation (mainly oil, gas, and other commodities) can be impacted only indirectly - mainly by lowered demand. That is what we see in the commodity market right now. Industrial commodities and the ones that have a great impact on overall CPI started to decline. But it does not reflect only demand destruction but also the quite strong economic slowdown (forward-looking). I still believe inflation will go down, but mainly due to the strong base effect caused by the measured style-YoY comparison. The much more important figure will be core inflation on a monthly basis.Still, if inflation were to be zero on a monthly basis till the end of the year, it would still be at 6.5%, and if it were to be longer, it would be at 3.3% in March. Still significantly above the fed's medium-term target. I am confident that inflation will fall, and that we will see a significant slowdown in 4Q2022, but this must be accompanied by a continued reduction in consumption and GDP growth forecasts.Projecting CPI at Year-End(BLS, Cleveland Federal Reserve Nowcast)Outlook on the monetary policyI'm strongly convinced that inflation will go down on a YoY basis. On the other hand, I'm a little bit less convinced by the MoM point of view. To support this scenario, the fed will need to be very hawkish to convince the market that it will do so. Despite still having a very inverted yield curve, the market started to price in fewer rate cuts than anticipated 2-3 weeks ago. And this is all on the back of lower-than-expected inflation figures from a week ago. The spread between Fed funds futures rates in Dec 2022 and Dec 2023 is reaching less than -0.2, thus implying market expectations of almost only one rate cut till Dec 2023.Spread between FFF 12/2022 and 12/2023(Author´s calculation via Tradingview)Despite the fact that the market began slightly repeating the FOMC member's rhetoric, the stocks rallied significantly. It is because the market believed the narrative of \"soft-landing\" to be more probable than before inflation prints. However, the inflation fight is still not over. I consider this rally unsustainable and not supported by the macro fundamentals. After the inflation print, rates expectations measured by Fed funds futures rose quite significantly.Rates expectations measured by FFF(Author´s calculations via Tradingview)Thus, retail investors are fairly misled by inflation print and soft-landing. This scenario does not support the thesis of being bullish at current levels. However, for me, the very strong narrative stands behind the real yields and SPY. There is a very strong negative correlation among the variables, which the market fully ignored until Friday.Real Yields vs. S&P500(Bloomberg, Morgan Stanley Research)The key driver of the latest rally was short-coveringAs many investors / traders followed the inflation print and saw a market rally, they massively closed their short positions or bets, which led to a significant rally from the bottom. That's the true reason why the market rallied in the previous weeks. And it only makes sense to me because macro fundamentals such as real yields and other leading indicators have all worsened, just hand in hand with a strong labor market. Despite the rise in real yields, the market rallied in recent weeks, their negative correlation deviated significantly from normal conditions, giving me no reason to be bullish from a macro perspective.On the contrary, as I said, the rally was caused mainly by short covering (the closing of short position) and it was the 3rd most aggressive short-covering in the latest ten years.Short covering / Short selling(GS Prime Book via Investro)And also a great chart from @MacroCharts, which measures the sum of (QQQ) deltas, indicated that this massive rally was caused by a full switch of position. As there are monitored deltas for QQQ, I believe it will be similar for the S&P 500 or SPY, because major stocks from QQQ are also integrated with significant weights in SPY. From the extremely short to the extremely long ones. For me, it is absolutely unsustainable to remain at such levels, and the rising probability of further downturn, combined with macro fundamentals, gives me quite strong confidence.Sum of QQQ Deltas(Charlie Mcelligott / Nomura via @MacroCharts)Another very important measure, which I highly recommend, is to follow short sale volumes for SPY/QQQ and others. The chart below just implies there is a lack of shorts or very low activity in short selling, which is a great contrarian indicator. The 10-day moving average of short sale volume, measured by FINRA, indicates there is a lack of short sale volume, indicates the market is probably exhausted. It also confirms the thesis of short-covering rally in the previous weeks as well. Just look at the significant numbers of short selling in mid June, in hand with the market bottom. There should be no surprises about the following market squeeze or strong short-covering activity. Currently, I see a strong reversal situation, thus giving room for another leg down in SPY. However, I also could be wrong, but combined with the real yields narrative, the worsening economic situation, and the strong contrarian indicator of short sale volume, I am firmly convinced this was another bear market rally.The Fed believes a soft landing is less likely than the marketThe reason why I believe such a narrative is caused by FOMC members' statements as well as by the data-driven approach. First of all, there are leading indicators that are screaming to us that inflation as well as economic growth will slow down. However, as previously stated, the YoY will slow, and the MoM will most likely stabilize. However, even if there is a 0% MoM change until the end of the year, inflation will still be significantly above the medium term horizon and above the fed's key target. With so strong numbers from the labor market, the fed can be calm to focus really on inflation and to tame it. The sacrifice would be economic growth. This is the reason why I believe rate hikes will continue until the fed sees a portion of lagging core CPI MoM moving around -0.2% to 0.1% in the medium term.Now, let's summarize some of the latest statements from FOMC members.Fed's Bullard, according to Reuters:St. Louis Fed President James Bullard, who was among the central bank's earliest advocates last year of a more muscular response to fast-building price pressures, said that given the strength of the economy he is currently leaning toward supporting a third straight 75-basis-point interest rate hike in September.Also, Mary Daly, president of the San Francisco Federal Reserve,stated earlier on Thursday that raising rates by 50 or 75 basis points at the fed's upcoming policy meeting on September 20-21 would be a \"reasonable\" way to raise short-term borrowing costs to slightly above 3% by the end of this year and put them on a path to a little bit higher in 2023.Also a kindly hawkish note from the Fed's Kashkari:So the question right now is, can we bring inflation down without triggering a recession? And my answer to that question is: I don’t know. Fed has more work to do in raising interest rates to bring inflation down.Despite the better than expected inflation print, the fight is not over and there must be a clear indication of tightening conditions that will continue to bring inflation down. Until then, the market still hopes for a soft-landing as in 2019, but this is really different story. I'm firmly convinced it will bring a bigger economic slowdown than the current one, but I don't know if it will be a big recession. Probably not. But it will be harder than soft-landing. Kashkari is one of the first FOMC members to admit that they are unsure whether it will cause the recession or not. They just can't tell you, \"for sure we will cause a recession.\" However, in the previous months, when the yield curve started to be inverted, the fed screamed that it was not an appropriate indicator of recession. The opposite is the truth.However, the fed released its own indicator of forecasting recession, slightly different than the classic yield curve, which had not been inverted before. It is now fully inverted, which, according to previous fed papers, should clearly indicate a recession going forward. A great chart from@MacroAlfcalculated the development of this indicator, and as it was almost one month ago, it started to be inverted, thus confirming that the fed knows and is aware of the ongoing recession. Regardless of what they say. It was the only opinion as the yield curve started to be inverted that it was better to monitor the \"near-term spread,\" calculated as 18m forward 3m yields minus 3m yields, as it is a much more precise predictor of the upcoming recession.Fed´s preferred yield curve indicator(@MacroAlf)Earnings are lagged, CPI tooHowever, I'm convinced that CPI will go down and the fed will tame inflation. The issue is that there will be an EPS drop as well. To tame inflation rapidly, it is necessary to cause an economic slowdown. However, it is happening right now, and many leading indicators are confirming this thesis. Companies are oversupplied (with inventories), commodity prices are falling, and PMI and new orders are dropping too. Oil is falling; however, natural gas recovered from the total drawdown seen in July. Nevertheless, the macro indicators tell me that inflation will calm down, but the fed needs to continue doing its job and focus on inflation. I also believe that it can cause a mild recession and then we could see slight rate cuts in 2023. The next chart shows the leading indicator - G5 Credit Impulse and its impact on S&P 500 EPS as well as CPI YoY. Both are well lagged vs. their leading indicator, which leads by 4-5 quarters. This also supports our thesis, thus giving room for EPS decline as well as for CPI decline.G5 Credit impluse as leading indicator(@MacroAlf)Risks and SummaryLet's start with the risk to our thesis. The first risk can be that I have wrongly detected another bear market rally and where a bull market started. I do not say we will find the new bottom. Currently, I'm convinced that under current macro circumstances, followed by sale volumes and short-covering narrative, the market is overbought and should decline 5-15% from its current levels. The next risk to this thesis is that inflation will fall fast with a soft-landing. Although I see a little probability, it is still a kind of scenario. When inflation, mainly core inflation, drops significantly, it could cause the fed to stop the tightening cycle and, after 2-3 quarters, to ease conditions rapidly. And that's all without economic damage, with a strong labor market and slight economic growth. Currently, I'm not convinced that is the case.In my opinion, the short scenario has significantly bigger odds right now for plenty of reasons: Real yields and the SPY correlation have significantly deteriorated and deviated, which is unsustainable in my opinion. Additionally, we saw that due to strong short-covering rally - the 3rd largest in the last 10 years. Next reason is that there is a lack of short sellers right now, which could indicate a short-term market peak. The market rally could be exhausted because there are no short sellers. The next indicator is the still and tireless statements from FOMC's members, which are still very hawkish, and the best case is to DO NOT FIGHT THE FED. The most recent narrative remains focused on inflation print. Very volatile figures and the most current ones as motor fuel, transportation, and others are down, but it depends on prices (on the market). However, the fed wants to see the most lagging parts as a shelter, services, and demand side inflation to cool down. It will take some time, and I believe we will see that. But also, it will have a negative impact on EPS. Also, I can be wrong, but these are the key reasons why I firmly believe that the market is exhausted (upwards) and a short-term rally downwards could continue.","news_type":1,"symbols_score_info":{"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":4985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685105724,"gmtCreate":1659480599870,"gmtModify":1659485803098,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Something to rejoice about in this turbulent market condition =)","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Something to rejoice about in this turbulent market condition =)","text":"$Tesla Motors(TSLA)$Something to rejoice about in this turbulent market condition =)","images":[{"img":"https://static.tigerbbs.com/dfba5f333584f2ac4b51573a0ba30bef","width":"1640","height":"1888"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685105724","isVote":1,"tweetType":1,"viewCount":2541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":685105028,"gmtCreate":1659479638069,"gmtModify":1659479641458,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Thanks for sharing. Hopefully the author is wrong about Tesla.","listText":"Thanks for sharing. Hopefully the author is wrong about Tesla.","text":"Thanks for sharing. Hopefully the author is wrong about Tesla.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685105028","repostId":"2256654277","repostType":4,"isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682501479,"gmtCreate":1659055223795,"gmtModify":1659055227283,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"I am so glad !!","listText":"I am so glad !!","text":"I am so glad !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/682501479","repostId":"2255308108","repostType":2,"repost":{"id":"2255308108","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1659040383,"share":"https://www.laohu8.com/m/news/2255308108?lang=zh_CN&edition=full","pubTime":"2022-07-29 04:33","market":"hk","language":"en","title":"Apple CFO Says Supply Chain Issues In June Quarter Cost Under $4B In Sales<blockquote>苹果首席财务官表示，6月份季度的供应链问题导致销售额低于40亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2255308108","media":"Benzinga","summary":"-Reuters","content":"<p><html><body>-Reuters</p><p><blockquote><html><body>——路透社</body></html></blockquote></p><p></body></html></p><p><blockquote></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>Apple CFO Says Supply Chain Issues In June Quarter Cost Under $4B In Sales<blockquote>苹果首席财务官表示，6月份季度的供应链问题导致销售额低于40亿美元</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\">\nApple CFO Says Supply Chain Issues In June Quarter Cost Under $4B In Sales<blockquote>苹果首席财务官表示，6月份季度的供应链问题导致销售额低于40亿美元</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\">2022-07-29 04:33</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><body>-Reuters</p><p><blockquote><html><body>——路透社</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.benzinga.com/news/earnings/22/07/28256587/apple-cfo-says-supply-chain-issues-in-june-quarter-cost-under-4b-in-sales","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255308108","content_text":"-Reuters","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682501264,"gmtCreate":1659055169763,"gmtModify":1659055175928,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"So happy to hear the passing of the bill for the future of America :)","listText":"So happy to hear the passing of the bill for the future of America :)","text":"So happy to hear the passing of the bill for the future of America :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682501264","repostId":"2255058293","repostType":4,"isVote":1,"tweetType":1,"viewCount":3603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634099022,"gmtCreate":1647268187534,"gmtModify":1647268187766,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"I am glad commodity and crude prices fall :)&nbsp;","listText":"I am glad commodity and crude prices fall :)&nbsp;","text":"I am glad commodity and crude prices fall :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634099022","repostId":"1126782248","repostType":4,"repost":{"id":"1126782248","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":1647266928,"share":"https://www.laohu8.com/m/news/1126782248?lang=zh_CN&edition=full","pubTime":"2022-03-14 22:08","market":"fut","language":"en","title":"Palladium Futures Tumbled over 15%; WTI Crude Fell 7.5%.<blockquote>钯金期货暴跌超15%；WTI原油下跌7.5%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126782248","media":"Tiger Newspress","summary":"Palladium Futures tumbled over 15%; WTI crude fell 7.5%.","content":"<p><html><head></head><body>Palladium Futures tumbled over 15%; WTI crude fell 7.5%.</p><p><blockquote><html><head></head><body>钯金期货暴跌超15%；WTI原油下跌7.5%。</body></html></blockquote></p><p></body></html></p><p><blockquote></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>Palladium Futures Tumbled over 15%; WTI Crude Fell 7.5%.<blockquote>钯金期货暴跌超15%；WTI原油下跌7.5%。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalladium Futures Tumbled over 15%; WTI Crude Fell 7.5%.<blockquote>钯金期货暴跌超15%；WTI原油下跌7.5%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2022-03-14 22:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Palladium Futures tumbled over 15%; WTI crude fell 7.5%.</p><p><blockquote><html><head></head><body>钯金期货暴跌超15%；WTI原油下跌7.5%。</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126782248","content_text":"Palladium Futures tumbled over 15%; WTI crude fell 7.5%.","news_type":1,"symbols_score_info":{"CLmain":0.9,"PAmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635995309,"gmtCreate":1646787385053,"gmtModify":1646787385245,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"I am delighted","listText":"I am delighted","text":"I am delighted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635995309","repostId":"2218408738","repostType":2,"isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635992786,"gmtCreate":1646787223081,"gmtModify":1646787223270,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Hope this case will give Tesla valuable lessons in how it manages patches and updates :)","listText":"Hope this case will give Tesla valuable lessons in how it manages patches and updates :)","text":"Hope this case will give Tesla valuable lessons in how it manages patches and updates :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635992786","repostId":"1111237035","repostType":2,"repost":{"id":"1111237035","kind":"news","pubTimestamp":1646781089,"share":"https://www.laohu8.com/m/news/1111237035?lang=zh_CN&edition=full","pubTime":"2022-03-09 07:11","market":"us","language":"en","title":"Tesla Tells U.S. Lawmakers Autopilot Requires 'Constant Monitoring'<blockquote>特斯拉告诉美国立法者自动驾驶仪需要“持续监控”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111237035","media":"Reuters","summary":"Tesla Inc defended the safety benefits of its advanced driver assistance system Autopilot and its Fu","content":"<p><html><head></head><body>Tesla Inc defended the safety benefits of its advanced driver assistance system Autopilot and its Full Self-Driving (FSD) capability but acknowledged they require &#34;constant monitoring and attention of the driver.&#34;</p><p><blockquote><html><head></head><body>特斯拉公司为其先进驾驶员辅助系统Autopilot及其全自动驾驶(FSD)功能的安全优势进行了辩护，但承认它们需要“驾驶员的持续监控和关注”。</body></html></blockquote></p><p>Democratic Senators Richard Blumenthal and Ed Markey wrote Tesla Chief Executive Elon Musk on Feb. 8 raising &#34;significant concerns&#34; about the electric-car maker&#39;s Autopilot and FSD systems which have prompted scrutiny from safety regulators.</p><p><blockquote>民主党参议员Richard Blumenthal和Ed Markey于2月8日写信给特斯拉首席执行官Elon Musk，对这家电动汽车制造商的Autopilot和FSD系统提出了“重大担忧”，这些系统已引发安全监管机构的审查。</blockquote></p><p>In a previously unreported March 4 letter to the senators, Tesla&#39;s senior director, public policy and business development Rohan Patel, said the features enhance the ability of its customers &#34;to drive safer than the average driver in the U.S.&#34;</p><p><blockquote>特斯拉公共政策和业务发展高级总监Rohan Patel在3月4日致参议员的一封此前未报道的信中表示，这些功能增强了客户“比美国普通驾驶员更安全驾驶”的能力。</blockquote></p><p>Patel noted that both systems &#34;require the constant monitoring and attention of the driver.&#34; Tesla vehicles are capable of performing &#34;some but not all of the Dynamic Driving Tasks&#34; that can be performed by human drivers, he added.</p><p><blockquote>帕特尔指出，这两个系统“都需要驾驶员的持续监控和关注”。他补充说，特斯拉汽车能够执行人类驾驶员可以执行的“一些但不是全部动态驾驶任务”。</blockquote></p><p>Tesla says on its website that Autopilot enables vehicles to steer, accelerate and brake automatically and &#34;require active driver supervision and do not make the vehicle autonomous.&#34;</p><p><blockquote>特斯拉在其网站上表示，Autopilot使车辆能够自动转向、加速和制动，并且“需要驾驶员主动监督，并且不会使车辆自动驾驶”。</blockquote></p><p>Blumenthal and Markey said in a statement to Reuters the letter was &#34;just more evasion and deflection from Tesla. Despite its troubling safety track record and deadly crashes, the company seemingly wants to carry on with business as usual.&#34;</p><p><blockquote>Blumenthal和Markey在给路透社的一份声明中表示，这封信“只是特斯拉的更多逃避和转移。尽管其安全记录令人不安，并发生了致命事故，但该公司似乎希望照常开展业务。”</blockquote></p><p>Tesla did not respond to a request for comment.</p><p><blockquote>特斯拉没有回应置评请求。</blockquote></p><p>Patel said in the letter that Tesla &#34;understands the importance of educating owners on the capabilities of Autopilot and FSD Capability.&#34;</p><p><blockquote>Patel在信中表示，特斯拉“理解教育车主了解Autopilot和FSD能力的重要性”。</blockquote></p><p>Autopilot allows drivers to keep their hands off the wheel at times but Patel said its torque-based hands-on-wheel detection helps ensure drivers remain attentive.</p><p><blockquote>自动驾驶仪允许驾驶员有时将手从方向盘上移开，但帕特尔表示，其基于扭矩的手放在方向盘上检测有助于确保驾驶员保持注意力集中。</blockquote></p><p>Tesla launched a test version of its FSD system more than a year ago, enabling its vehicles to navigate city streets. Tesla has expanded the FSD deployment to 60,000 users, sparking criticism that it is risking safety by testing its technology with untrained drivers on public roads.</p><p><blockquote>特斯拉在一年多前推出了FSD系统的测试版本，使其车辆能够在城市街道上行驶。特斯拉已将FSD部署范围扩大到60,000名用户，引发了批评，称其在公共道路上与未经培训的驾驶员测试其技术是在冒安全风险。</blockquote></p><p>The automaker faces a number of investigations. The senators said in their letter the &#34;complaints and investigations paint a troubling picture: Tesla repeatedly releases software without fully considering its risks and implications, creating grave dangers for all on the roads.&#34;</p><p><blockquote>该汽车制造商面临多项调查。参议员们在信中表示，“投诉和调查描绘了一幅令人不安的画面：特斯拉在没有充分考虑其风险和影响的情况下反复发布软件，给道路上的所有人带来严重危险。”</blockquote></p><p>Under pressure from regulators, Tesla in January agreed to recall about 54,000 U.S. vehicles to revise software to prevent vehicles from disregarding stop signs.</p><p><blockquote>在监管机构的压力下，特斯拉1月份同意召回约54,000辆美国汽车，以修改软件，防止车辆无视停车标志。</blockquote></p><p></body></html></p><p><blockquote></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>Tesla Tells U.S. Lawmakers Autopilot Requires 'Constant Monitoring'<blockquote>特斯拉告诉美国立法者自动驾驶仪需要“持续监控”</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\">\nTesla Tells U.S. Lawmakers Autopilot Requires 'Constant Monitoring'<blockquote>特斯拉告诉美国立法者自动驾驶仪需要“持续监控”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2022-03-09 07:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Tesla Inc defended the safety benefits of its advanced driver assistance system Autopilot and its Full Self-Driving (FSD) capability but acknowledged they require &#34;constant monitoring and attention of the driver.&#34;</p><p><blockquote><html><head></head><body>特斯拉公司为其先进驾驶员辅助系统Autopilot及其全自动驾驶(FSD)功能的安全优势进行了辩护，但承认它们需要“驾驶员的持续监控和关注”。</body></html></blockquote></p><p>Democratic Senators Richard Blumenthal and Ed Markey wrote Tesla Chief Executive Elon Musk on Feb. 8 raising &#34;significant concerns&#34; about the electric-car maker&#39;s Autopilot and FSD systems which have prompted scrutiny from safety regulators.</p><p><blockquote>民主党参议员Richard Blumenthal和Ed Markey于2月8日写信给特斯拉首席执行官Elon Musk，对这家电动汽车制造商的Autopilot和FSD系统提出了“重大担忧”，这些系统已引发安全监管机构的审查。</blockquote></p><p>In a previously unreported March 4 letter to the senators, Tesla&#39;s senior director, public policy and business development Rohan Patel, said the features enhance the ability of its customers &#34;to drive safer than the average driver in the U.S.&#34;</p><p><blockquote>特斯拉公共政策和业务发展高级总监Rohan Patel在3月4日致参议员的一封此前未报道的信中表示，这些功能增强了客户“比美国普通驾驶员更安全驾驶”的能力。</blockquote></p><p>Patel noted that both systems &#34;require the constant monitoring and attention of the driver.&#34; Tesla vehicles are capable of performing &#34;some but not all of the Dynamic Driving Tasks&#34; that can be performed by human drivers, he added.</p><p><blockquote>帕特尔指出，这两个系统“都需要驾驶员的持续监控和关注”。他补充说，特斯拉汽车能够执行人类驾驶员可以执行的“一些但不是全部动态驾驶任务”。</blockquote></p><p>Tesla says on its website that Autopilot enables vehicles to steer, accelerate and brake automatically and &#34;require active driver supervision and do not make the vehicle autonomous.&#34;</p><p><blockquote>特斯拉在其网站上表示，Autopilot使车辆能够自动转向、加速和制动，并且“需要驾驶员主动监督，并且不会使车辆自动驾驶”。</blockquote></p><p>Blumenthal and Markey said in a statement to Reuters the letter was &#34;just more evasion and deflection from Tesla. Despite its troubling safety track record and deadly crashes, the company seemingly wants to carry on with business as usual.&#34;</p><p><blockquote>Blumenthal和Markey在给路透社的一份声明中表示，这封信“只是特斯拉的更多逃避和转移。尽管其安全记录令人不安，并发生了致命事故，但该公司似乎希望照常开展业务。”</blockquote></p><p>Tesla did not respond to a request for comment.</p><p><blockquote>特斯拉没有回应置评请求。</blockquote></p><p>Patel said in the letter that Tesla &#34;understands the importance of educating owners on the capabilities of Autopilot and FSD Capability.&#34;</p><p><blockquote>Patel在信中表示，特斯拉“理解教育车主了解Autopilot和FSD能力的重要性”。</blockquote></p><p>Autopilot allows drivers to keep their hands off the wheel at times but Patel said its torque-based hands-on-wheel detection helps ensure drivers remain attentive.</p><p><blockquote>自动驾驶仪允许驾驶员有时将手从方向盘上移开，但帕特尔表示，其基于扭矩的手放在方向盘上检测有助于确保驾驶员保持注意力集中。</blockquote></p><p>Tesla launched a test version of its FSD system more than a year ago, enabling its vehicles to navigate city streets. Tesla has expanded the FSD deployment to 60,000 users, sparking criticism that it is risking safety by testing its technology with untrained drivers on public roads.</p><p><blockquote>特斯拉在一年多前推出了FSD系统的测试版本，使其车辆能够在城市街道上行驶。特斯拉已将FSD部署范围扩大到60,000名用户，引发了批评，称其在公共道路上与未经培训的驾驶员测试其技术是在冒安全风险。</blockquote></p><p>The automaker faces a number of investigations. The senators said in their letter the &#34;complaints and investigations paint a troubling picture: Tesla repeatedly releases software without fully considering its risks and implications, creating grave dangers for all on the roads.&#34;</p><p><blockquote>该汽车制造商面临多项调查。参议员们在信中表示，“投诉和调查描绘了一幅令人不安的画面：特斯拉在没有充分考虑其风险和影响的情况下反复发布软件，给道路上的所有人带来严重危险。”</blockquote></p><p>Under pressure from regulators, Tesla in January agreed to recall about 54,000 U.S. vehicles to revise software to prevent vehicles from disregarding stop signs.</p><p><blockquote>在监管机构的压力下，特斯拉1月份同意召回约54,000辆美国汽车，以修改软件，防止车辆无视停车标志。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/tesla-tells-u-lawmakers-autopilot-230013596.html\">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":{"TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/tesla-tells-u-lawmakers-autopilot-230013596.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111237035","content_text":"Tesla Inc defended the safety benefits of its advanced driver assistance system Autopilot and its Full Self-Driving (FSD) capability but acknowledged they require \"constant monitoring and attention of the driver.\"Democratic Senators Richard Blumenthal and Ed Markey wrote Tesla Chief Executive Elon Musk on Feb. 8 raising \"significant concerns\" about the electric-car maker's Autopilot and FSD systems which have prompted scrutiny from safety regulators.In a previously unreported March 4 letter to the senators, Tesla's senior director, public policy and business development Rohan Patel, said the features enhance the ability of its customers \"to drive safer than the average driver in the U.S.\"Patel noted that both systems \"require the constant monitoring and attention of the driver.\" Tesla vehicles are capable of performing \"some but not all of the Dynamic Driving Tasks\" that can be performed by human drivers, he added.Tesla says on its website that Autopilot enables vehicles to steer, accelerate and brake automatically and \"require active driver supervision and do not make the vehicle autonomous.\"Blumenthal and Markey said in a statement to Reuters the letter was \"just more evasion and deflection from Tesla. Despite its troubling safety track record and deadly crashes, the company seemingly wants to carry on with business as usual.\"Tesla did not respond to a request for comment.Patel said in the letter that Tesla \"understands the importance of educating owners on the capabilities of Autopilot and FSD Capability.\"Autopilot allows drivers to keep their hands off the wheel at times but Patel said its torque-based hands-on-wheel detection helps ensure drivers remain attentive.Tesla launched a test version of its FSD system more than a year ago, enabling its vehicles to navigate city streets. Tesla has expanded the FSD deployment to 60,000 users, sparking criticism that it is risking safety by testing its technology with untrained drivers on public roads.The automaker faces a number of investigations. The senators said in their letter the \"complaints and investigations paint a troubling picture: Tesla repeatedly releases software without fully considering its risks and implications, creating grave dangers for all on the roads.\"Under pressure from regulators, Tesla in January agreed to recall about 54,000 U.S. vehicles to revise software to prevent vehicles from disregarding stop signs.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632794598,"gmtCreate":1646700253310,"gmtModify":1646700253558,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Thanks.. I think SOFI has huge potential !:)","listText":"Thanks.. I think SOFI has huge potential !:)","text":"Thanks.. I think SOFI has huge potential !:)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632794598","repostId":"1143411270","repostType":4,"repost":{"id":"1143411270","kind":"news","pubTimestamp":1646655005,"share":"https://www.laohu8.com/m/news/1143411270?lang=zh_CN&edition=full","pubTime":"2022-03-07 20:10","market":"us","language":"en","title":"SoFi Stock Is a Buy For These 2 Reasons<blockquote>出于以下两个原因值得买入SoFi股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143411270","media":"investorplace","summary":"Fintech disrupter SoFi Technologies (NASDAQ:SOFI) is enjoying a growing user base and massive popula","content":"<p><div> Fintech disrupter SoFi Technologies (NASDAQ:SOFI) is enjoying a growing user base and massive popularity. It carved a niche in the industry and is one of the top fintech companies today. SoFi is ...</p><p><blockquote><div>金融科技颠覆者SoFi Technologies（纳斯达克股票代码：SOFI）的用户群不断增长，广受欢迎。它在行业中占据了一席之地，是当今顶级金融科技公司之一。索菲是...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2022/03/sofi-stock-is-a-buy-for-these-2-reasons/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/03/sofi-stock-is-a-buy-for-these-2-reasons/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SoFi Stock Is a Buy For These 2 Reasons<blockquote>出于以下两个原因值得买入SoFi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\">\nSoFi Stock Is a Buy For These 2 Reasons<blockquote>出于以下两个原因值得买入SoFi股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investorplace</strong><span class=\"h-time small\">2022-03-07 20:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Fintech disrupter SoFi Technologies (NASDAQ:SOFI) is enjoying a growing user base and massive popularity. It carved a niche in the industry and is one of the top fintech companies today. SoFi is ...</p><p><blockquote><div>金融科技颠覆者SoFi Technologies（纳斯达克股票代码：SOFI）的用户群不断增长，广受欢迎。它在行业中占据了一席之地，是当今顶级金融科技公司之一。索菲是...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2022/03/sofi-stock-is-a-buy-for-these-2-reasons/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/03/sofi-stock-is-a-buy-for-these-2-reasons/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2022/03/sofi-stock-is-a-buy-for-these-2-reasons/\">investorplace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://investorplace.com/2022/03/sofi-stock-is-a-buy-for-these-2-reasons/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143411270","content_text":"Fintech disrupter SoFi Technologies (NASDAQ:SOFI) is enjoying a growing user base and massive popularity. It carved a niche in the industry and is one of the top fintech companies today. SoFi is constantly taking steps to advance across new markets and increase revenue. SOFI stock may not be able to reflect the potential of the company, but it certainly looks undervalued considering the future growth rate.The company recently reported the fourth-quarter results and impressed investors with a solid guideline, rising 12% in late February. But SOFI quickly gave those gains back to fall to $10, and is down more than 35% so far in 2021.I believe SOFI stock has massive potential to soar in the coming years and now is a good time to buy the stock. With that in mind, let’s take a look at the two reasons you must keep SOFI stock on your radar.Expansion Opportunity Through Technisys DealSoFi Technologies agreed to purchase Technisys in an all-stock deal worth $1.1 billion. It is a cloud-based banking platform that can benefit SoFi’s business significantly. The deal will close in the coming quarter and this agreement will help SoFi achieve its goal of being a one-stop shop for all financial services.Technisys could significantly contribute to the bottom line and have a solid impact on the growth and revenue of SoFi. It has clients across many Latin American countries and this customer base will benefit SoFi in the long term.Solid FinancialsFor the fourth quarter, SoFi reported adjusted revenue of $280 million, a 54% year over year rise, and a net GAAP loss of$111 million that was higher than that reported a year ago. The company achieved growth across the board, which is a positive catalyst. Most importantly, the company continued to attract new customers in the quarter. It brought in 523,000 customers bringing the total to 3.5 million. This is an 87% rise from the previous year.Customers added close to 900,000 product accounts and brought the total to 5.2 million, which is almost double from the previous year. For 2022, the company expects adjusted net revenue of $1.57 billion at a growth rate of 55%.Despite the sell-off, pandemic and investor sentiment, SoFi Technologies has consistently shown growth and the numbers are proof. The company expects to start seeing contributions from the chartered SoFi Bank in the next quarter. It has recently received approval from the bank regulators in California and if it continues to expand its reach across the country, there will be no looking back. With the Technisys acquisition, it expects to see a growth of 20% to 25% for the year.The Bottom Line On SOFI StockSOFI stock has been falling for the past few months and the fourth-quarter results come as a sigh of relief for investors. All in all, the company is healthy and on the right track.With the bank charter and Technisys acquisition, it will be able to make it easier and more convenient for customers to handle their finances. SoFi is certainly advancing close to its goal of being the one-stop shop for all finances.The numbers prove that the company has the potential and ability to scale. This will reflect on SOFI stock in the long term. SoFi Technologies is still in the growth stage and there is a lot to look forward to.If the company continues to grow at the current rate, it will be able to impress investors with solid numbers and massive growth. At $10, SOFI stock looks undervalued and is a good chance to take a position.","news_type":1,"symbols_score_info":{"SOFI":0.9}},"isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632421024,"gmtCreate":1646660272606,"gmtModify":1646660272842,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Looks like&nbsp;Russian stock market be closed for months","listText":"Looks like&nbsp;Russian stock market be closed for months","text":"Looks like Russian stock market be closed for months","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632421024","repostId":"1167595250","repostType":4,"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632298845,"gmtCreate":1646439273122,"gmtModify":1646439273808,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632298845","repostId":"2212624293","repostType":2,"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632883968,"gmtCreate":1646352569791,"gmtModify":1646352570030,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"More losses before big gains could be the narrative. I see Grra as burning cash now.","listText":"More losses before big gains could be the narrative. I see Grra as burning cash now.","text":"More losses before big gains could be the narrative. I see Grra as burning cash now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632883968","repostId":"1103660267","repostType":4,"repost":{"id":"1103660267","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":1646318320,"share":"https://www.laohu8.com/m/news/1103660267?lang=zh_CN&edition=full","pubTime":"2022-03-03 22:38","market":"us","language":"en","title":"Grab Shares Tumbled 10% in Morning Trading<blockquote>Grab股价早盘下跌10%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103660267","media":"Tiger Newspress","summary":"Grab shares tumbled 10% in morning trading as its growing investments hurt quarterly revenue.Grab Ho","content":"<p><html><head></head><body>Grab shares tumbled 10% in morning trading as its growing investments hurt quarterly revenue.</p><p><blockquote><html><head></head><body>Grab股价在早盘交易中下跌10%，原因是其不断增长的投资损害了季度收入。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/6b136939de6e681d0adbc72decad37de\" tg-width=\"840\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> Ltd, the largest ride-hailing and food delivery firm in Southeast Asia, on Thursday reported a fall in revenue for the fourth quarter as it spent more on driver commissions and promotional offers.</p><p><blockquote><a href=\"https://laohu8.com/S/GRAB\">Grab控股</a>东南亚最大的网约车和食品配送公司有限公司周四报告称，由于在司机佣金和促销优惠上的支出增加，第四季度收入下降。</blockquote></p><p>Singapore-based Grab, in its first quarterly earnings report as a public company, said it invested in improving commissions for drivers to keep a steady supply amid the pandemic.</p><p><blockquote>总部位于新加坡的Grab在其作为上市公司的第一份季度收益报告中表示，该公司投资提高司机佣金，以在疫情期间保持稳定的供应。</blockquote></p><p>Founded in 2012 as a regional taxi app in Malaysia, SoftBank Group-backed Grab operates a &#34;super app&#34;, which provides ride-hailing, food and grocery delivery, mobile banking and payments in Southeast Asia.</p><p><blockquote>软银集团支持的Grab成立于2012年，是马来西亚的一款地区性出租车应用程序，运营着一款“超级应用程序”，在东南亚提供叫车、食品和杂货配送、移动银行和支付服务。</blockquote></p><p>The delivery unit, which operates the GrabFood app a leading food delivery service in Southeast Asian countries including Singapore and Malaysia, recorded a 98% decline in revenue in the fourth quarter, hurt by people using coupons for payments.</p><p><blockquote>该配送部门运营GrabFood应用程序，这是新加坡和马来西亚等东南亚国家领先的食品配送服务，由于人们使用优惠券支付，第四季度收入下降了98%。</blockquote></p><p>Mobility revenue was down 27%.</p><p><blockquote>移动收入下降了27%。</blockquote></p><p>Chief Financial Officer Peter Oey said in an interview that the driver demand shot up and the company was still catching up in terms of supply.</p><p><blockquote>首席财务官Peter Oey在接受采访时表示，司机需求激增，公司在供应方面仍在迎头赶上。</blockquote></p><p>&#34;All those elements (investments) will pay off in the long term,&#34; Oey said, adding that its two biggest units - mobility and delivery - were strong going into the first quarter.</p><p><blockquote>Oey表示：“从长远来看，所有这些要素（投资）都将获得回报。”他补充说，其最大的两个部门——移动和交付——在第一季度表现强劲。</blockquote></p><p>Grab, which combined with blank check firm <a href=\"https://laohu8.com/S/AGCUU\">Altimeter Growth</a> Corp in a $40 billion merger last year and went public in December, is also seeing rising competition from other &#34;super apps&#34; that provide a host of services under one app such as Gojek in Indonesia.</p><p><blockquote>Grab，与空白支票公司相结合<a href=\"https://laohu8.com/S/AGCUU\">高度计生长</a>Corp去年以400亿美元的价格合并并于12月上市，该公司也面临着来自其他“超级应用”的日益激烈的竞争，这些“超级应用”在一个应用下提供多种服务，例如印度尼西亚的Gojek。</blockquote></p><p>Grab&#39;s gross merchandise volume rose 26% to $4.5 billion in the quarter, powered by a 52% rise in deliveries and 29% in its financial services segment, even as the mobility segment saw a 11% drop.</p><p><blockquote>Grab本季度的商品总额增长了26%，达到45亿美元，这得益于交付量增长了52%，金融服务部门增长了29%，尽管移动部门下降了11%。</blockquote></p><p>Revenue was $122 million for the three months ended Dec. 31, compared with $219 million a year ago.</p><p><blockquote>截至12月31日的三个月收入为1.22亿美元，而去年同期为2.19亿美元。</blockquote></p><p></body></html></p><p><blockquote></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>Grab Shares Tumbled 10% in Morning Trading<blockquote>Grab股价早盘下跌10%</blockquote></title>\n<style 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#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\">\nGrab Shares Tumbled 10% in Morning Trading<blockquote>Grab股价早盘下跌10%</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\">2022-03-03 22:38</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Grab shares tumbled 10% in morning trading as its growing investments hurt quarterly revenue.</p><p><blockquote><html><head></head><body>Grab股价在早盘交易中下跌10%，原因是其不断增长的投资损害了季度收入。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/6b136939de6e681d0adbc72decad37de\" tg-width=\"840\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> Ltd, the largest ride-hailing and food delivery firm in Southeast Asia, on Thursday reported a fall in revenue for the fourth quarter as it spent more on driver commissions and promotional offers.</p><p><blockquote><a href=\"https://laohu8.com/S/GRAB\">Grab控股</a>东南亚最大的网约车和食品配送公司有限公司周四报告称，由于在司机佣金和促销优惠上的支出增加，第四季度收入下降。</blockquote></p><p>Singapore-based Grab, in its first quarterly earnings report as a public company, said it invested in improving commissions for drivers to keep a steady supply amid the pandemic.</p><p><blockquote>总部位于新加坡的Grab在其作为上市公司的第一份季度收益报告中表示，该公司投资提高司机佣金，以在疫情期间保持稳定的供应。</blockquote></p><p>Founded in 2012 as a regional taxi app in Malaysia, SoftBank Group-backed Grab operates a &#34;super app&#34;, which provides ride-hailing, food and grocery delivery, mobile banking and payments in Southeast Asia.</p><p><blockquote>软银集团支持的Grab成立于2012年，是马来西亚的一款地区性出租车应用程序，运营着一款“超级应用程序”，在东南亚提供叫车、食品和杂货配送、移动银行和支付服务。</blockquote></p><p>The delivery unit, which operates the GrabFood app a leading food delivery service in Southeast Asian countries including Singapore and Malaysia, recorded a 98% decline in revenue in the fourth quarter, hurt by people using coupons for payments.</p><p><blockquote>该配送部门运营GrabFood应用程序，这是新加坡和马来西亚等东南亚国家领先的食品配送服务，由于人们使用优惠券支付，第四季度收入下降了98%。</blockquote></p><p>Mobility revenue was down 27%.</p><p><blockquote>移动收入下降了27%。</blockquote></p><p>Chief Financial Officer Peter Oey said in an interview that the driver demand shot up and the company was still catching up in terms of supply.</p><p><blockquote>首席财务官Peter Oey在接受采访时表示，司机需求激增，公司在供应方面仍在迎头赶上。</blockquote></p><p>&#34;All those elements (investments) will pay off in the long term,&#34; Oey said, adding that its two biggest units - mobility and delivery - were strong going into the first quarter.</p><p><blockquote>Oey表示：“从长远来看，所有这些要素（投资）都将获得回报。”他补充说，其最大的两个部门——移动和交付——在第一季度表现强劲。</blockquote></p><p>Grab, which combined with blank check firm <a href=\"https://laohu8.com/S/AGCUU\">Altimeter Growth</a> Corp in a $40 billion merger last year and went public in December, is also seeing rising competition from other &#34;super apps&#34; that provide a host of services under one app such as Gojek in Indonesia.</p><p><blockquote>Grab，与空白支票公司相结合<a href=\"https://laohu8.com/S/AGCUU\">高度计生长</a>Corp去年以400亿美元的价格合并并于12月上市，该公司也面临着来自其他“超级应用”的日益激烈的竞争，这些“超级应用”在一个应用下提供多种服务，例如印度尼西亚的Gojek。</blockquote></p><p>Grab&#39;s gross merchandise volume rose 26% to $4.5 billion in the quarter, powered by a 52% rise in deliveries and 29% in its financial services segment, even as the mobility segment saw a 11% drop.</p><p><blockquote>Grab本季度的商品总额增长了26%，达到45亿美元，这得益于交付量增长了52%，金融服务部门增长了29%，尽管移动部门下降了11%。</blockquote></p><p>Revenue was $122 million for the three months ended Dec. 31, compared with $219 million a year ago.</p><p><blockquote>截至12月31日的三个月收入为1.22亿美元，而去年同期为2.19亿美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103660267","content_text":"Grab shares tumbled 10% in morning trading as its growing investments hurt quarterly revenue.Grab Holdings Ltd, the largest ride-hailing and food delivery firm in Southeast Asia, on Thursday reported a fall in revenue for the fourth quarter as it spent more on driver commissions and promotional offers.Singapore-based Grab, in its first quarterly earnings report as a public company, said it invested in improving commissions for drivers to keep a steady supply amid the pandemic.Founded in 2012 as a regional taxi app in Malaysia, SoftBank Group-backed Grab operates a \"super app\", which provides ride-hailing, food and grocery delivery, mobile banking and payments in Southeast Asia.The delivery unit, which operates the GrabFood app a leading food delivery service in Southeast Asian countries including Singapore and Malaysia, recorded a 98% decline in revenue in the fourth quarter, hurt by people using coupons for payments.Mobility revenue was down 27%.Chief Financial Officer Peter Oey said in an interview that the driver demand shot up and the company was still catching up in terms of supply.\"All those elements (investments) will pay off in the long term,\" Oey said, adding that its two biggest units - mobility and delivery - were strong going into the first quarter.Grab, which combined with blank check firm Altimeter Growth Corp in a $40 billion merger last year and went public in December, is also seeing rising competition from other \"super apps\" that provide a host of services under one app such as Gojek in Indonesia.Grab's gross merchandise volume rose 26% to $4.5 billion in the quarter, powered by a 52% rise in deliveries and 29% in its financial services segment, even as the mobility segment saw a 11% drop.Revenue was $122 million for the three months ended Dec. 31, compared with $219 million a year ago.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632363773,"gmtCreate":1646240639705,"gmtModify":1646240640396,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"What u guys think is a good entry price for NVDA?","listText":"What u guys think is a good entry price for NVDA?","text":"What u guys think is a good entry price for NVDA?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632363773","repostId":"2216176461","repostType":4,"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632363298,"gmtCreate":1646240586202,"gmtModify":1646240586922,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"I hope SWKS will uptrend soon :)","listText":"I hope SWKS will uptrend soon :)","text":"I hope SWKS will uptrend soon :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632363298","repostId":"2210567105","repostType":2,"isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636791983,"gmtCreate":1646092105390,"gmtModify":1646098702403,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Shopee is one of my favourite e-shopping platform. As a customer and future potential investor, I will like to see the platform succeed. Jy, Sea Limited :)","listText":"Shopee is one of my favourite e-shopping platform. As a customer and future potential investor, I will like to see the platform succeed. Jy, Sea Limited :)","text":"Shopee is one of my favourite e-shopping platform. As a customer and future potential investor, I will like to see the platform succeed. Jy, Sea Limited :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636791983","repostId":"1132135264","repostType":4,"repost":{"id":"1132135264","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":1646059871,"share":"https://www.laohu8.com/m/news/1132135264?lang=zh_CN&edition=full","pubTime":"2022-02-28 22:51","market":"us","language":"en","title":"Sea Limited Shares Gained Nearly 5% in Morning Trading<blockquote>Sea Limited股价早盘上涨近5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132135264","media":"Tiger Newspress","summary":"Sea Limited shares gained nearly 5% in morning trading.Sea Limited is set to release fourth-quarter ","content":"<p><html><head></head><body>Sea Limited shares gained nearly 5% in morning trading.</p><p><blockquote><html><head></head><body>Sea Limited股价早盘上涨近5%。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/8e4e89729abc3b35ab18cd8bb0bcdc2e\" tg-width=\"843\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><b>Sea Limited</b> is set to release fourth-quarter 2021 results on Mar 1.</p><p><blockquote><b>海上有限公司</b>将于3月1日发布2021年第四季度业绩。</blockquote></p><p>The Zacks Consensus Estimate for loss has widened by 3 cents to 94 cents per share over the past 30 days. Sea Limited reported a loss of 87 cents per share in the year-ago quarter.</p><p><blockquote>在过去30天里，Zacks对每股亏损的共识估计扩大了3美分，达到94美分。Sea Limited报告去年同期每股亏损87美分。</blockquote></p><p>The consensus mark for revenues is currently pegged at $2.97 billion, indicating 47.96% growth from the year-ago quarter’s reported figure.</p><p><blockquote>目前收入共识为29.7亿美元，比去年同期报告的数字增长47.96%。</blockquote></p><p>The company’s earnings missed the Zacks Consensus Estimate in all of the trailing four quarters, the negative earnings surprise being 56.04%.</p><p><blockquote>该公司在过去四个季度的收益均未达到Zacks共识预期，负收益意外率为56.04%。</blockquote></p><p>Let’s see how things have shaped up before this announcement.</p><p><blockquote>让我们看看在此声明之前事情是如何发展的。</blockquote></p><p><b>Factors at Play for Q4 Results</b></p><p><blockquote><b>影响第四季度业绩的因素</b></blockquote></p><p>Sea Limited&#39;s digital entertainment (Garena) and e-commerce businesses are expected to continue to capitalize on changing consumer behavior in the fourth quarter.</p><p><blockquote>Sea Limited的数字娱乐(Garena)和电子商务业务预计将在第四季度继续利用不断变化的消费者行为。</blockquote></p><p>Garena is likely to have benefited from the continued popularity of Free Fireamid stiff competition from<b>Tencent</b>TCEHY.</p><p><blockquote>Garena很可能受益于Free Fire在激烈竞争中的持续流行<b>腾讯控股</b>TCEHY.</blockquote></p><p>Per SensorTowerdata, in google play, Free Firewas the second most revenue-generating game worldwide in December 2021, beating Tencent&#39;s PUBG Mobile. Free Fire was also the highest-grossing game in October 2021.</p><p><blockquote>根据SensorTowerdata的数据，在google play中，Free Fire是2021年12月全球第二大创收游戏，击败了腾讯控股的PUBG Mobile。《自由之火》也是2021年10月票房最高的游戏。</blockquote></p><p>The company&#39;s e-commerce segment is likely to have gained traction from a strong uptick in Shopee, its online shopping platform. Additionally, SeaMoney&#39;s strengthening integration with Shopee is expected to have aided Sea&#39;s digital financial services business.</p><p><blockquote>该公司的电子商务部门可能会因其在线购物平台Shopee的强劲增长而获得牵引力。此外，SeaMoney加强与Shopee的整合预计将有助于Sea的数字金融服务业务。</blockquote></p><p>Higher expenses related to the expansion of e-commerce services and continued efforts to integrate the company&#39;s mobile wallet services with the Shopee platform across different markets are expected to have negatively impacted profitability in the to-be-reported quarter.</p><p><blockquote>与电子商务服务扩张相关的费用增加以及在不同市场将公司的移动钱包服务与Shopee平台整合的持续努力预计将对即将报告的季度的盈利能力产生负面影响。</blockquote></p><p><b>What Our Model Indicates</b></p><p><blockquote><b>我们的模型表明了什么</b></blockquote></p><p>Per the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that&#39;s not the case here.</p><p><blockquote>根据咤克斯模型，正收益ESP和咤克斯排名#1（强力买入）、2（买入）或3（持有）的组合增加了收益超过预期的几率。但这里的情况并非如此。</blockquote></p><p>Sea Limited has an Earnings ESP of -6.95% and a Zacks Rank #4 (Sell). You can uncover the best stocks to buy or sell before they&#39;re reported with our Earnings ESP Filter.</p><p><blockquote>Sea Limited的收益ESP为-6.95%，咤克斯排名第四（卖出）。您可以使用我们的收益ESP过滤器在报告之前发现最值得买入或卖出的股票。</blockquote></p><p></body></html></p><p><blockquote></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>Sea Limited Shares Gained Nearly 5% in Morning Trading<blockquote>Sea Limited股价早盘上涨近5%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited Shares Gained Nearly 5% in Morning Trading<blockquote>Sea Limited股价早盘上涨近5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2022-02-28 22:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Sea Limited shares gained nearly 5% in morning trading.</p><p><blockquote><html><head></head><body>Sea Limited股价早盘上涨近5%。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/8e4e89729abc3b35ab18cd8bb0bcdc2e\" tg-width=\"843\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><b>Sea Limited</b> is set to release fourth-quarter 2021 results on Mar 1.</p><p><blockquote><b>海上有限公司</b>将于3月1日发布2021年第四季度业绩。</blockquote></p><p>The Zacks Consensus Estimate for loss has widened by 3 cents to 94 cents per share over the past 30 days. Sea Limited reported a loss of 87 cents per share in the year-ago quarter.</p><p><blockquote>在过去30天里，Zacks对每股亏损的共识估计扩大了3美分，达到94美分。Sea Limited报告去年同期每股亏损87美分。</blockquote></p><p>The consensus mark for revenues is currently pegged at $2.97 billion, indicating 47.96% growth from the year-ago quarter’s reported figure.</p><p><blockquote>目前收入共识为29.7亿美元，比去年同期报告的数字增长47.96%。</blockquote></p><p>The company’s earnings missed the Zacks Consensus Estimate in all of the trailing four quarters, the negative earnings surprise being 56.04%.</p><p><blockquote>该公司在过去四个季度的收益均未达到Zacks共识预期，负收益意外率为56.04%。</blockquote></p><p>Let’s see how things have shaped up before this announcement.</p><p><blockquote>让我们看看在此声明之前事情是如何发展的。</blockquote></p><p><b>Factors at Play for Q4 Results</b></p><p><blockquote><b>影响第四季度业绩的因素</b></blockquote></p><p>Sea Limited&#39;s digital entertainment (Garena) and e-commerce businesses are expected to continue to capitalize on changing consumer behavior in the fourth quarter.</p><p><blockquote>Sea Limited的数字娱乐(Garena)和电子商务业务预计将在第四季度继续利用不断变化的消费者行为。</blockquote></p><p>Garena is likely to have benefited from the continued popularity of Free Fireamid stiff competition from<b>Tencent</b>TCEHY.</p><p><blockquote>Garena很可能受益于Free Fire在激烈竞争中的持续流行<b>腾讯控股</b>TCEHY.</blockquote></p><p>Per SensorTowerdata, in google play, Free Firewas the second most revenue-generating game worldwide in December 2021, beating Tencent&#39;s PUBG Mobile. Free Fire was also the highest-grossing game in October 2021.</p><p><blockquote>根据SensorTowerdata的数据，在google play中，Free Fire是2021年12月全球第二大创收游戏，击败了腾讯控股的PUBG Mobile。《自由之火》也是2021年10月票房最高的游戏。</blockquote></p><p>The company&#39;s e-commerce segment is likely to have gained traction from a strong uptick in Shopee, its online shopping platform. Additionally, SeaMoney&#39;s strengthening integration with Shopee is expected to have aided Sea&#39;s digital financial services business.</p><p><blockquote>该公司的电子商务部门可能会因其在线购物平台Shopee的强劲增长而获得牵引力。此外，SeaMoney加强与Shopee的整合预计将有助于Sea的数字金融服务业务。</blockquote></p><p>Higher expenses related to the expansion of e-commerce services and continued efforts to integrate the company&#39;s mobile wallet services with the Shopee platform across different markets are expected to have negatively impacted profitability in the to-be-reported quarter.</p><p><blockquote>与电子商务服务扩张相关的费用增加以及在不同市场将公司的移动钱包服务与Shopee平台整合的持续努力预计将对即将报告的季度的盈利能力产生负面影响。</blockquote></p><p><b>What Our Model Indicates</b></p><p><blockquote><b>我们的模型表明了什么</b></blockquote></p><p>Per the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that&#39;s not the case here.</p><p><blockquote>根据咤克斯模型，正收益ESP和咤克斯排名#1（强力买入）、2（买入）或3（持有）的组合增加了收益超过预期的几率。但这里的情况并非如此。</blockquote></p><p>Sea Limited has an Earnings ESP of -6.95% and a Zacks Rank #4 (Sell). You can uncover the best stocks to buy or sell before they&#39;re reported with our Earnings ESP Filter.</p><p><blockquote>Sea Limited的收益ESP为-6.95%，咤克斯排名第四（卖出）。您可以使用我们的收益ESP过滤器在报告之前发现最值得买入或卖出的股票。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132135264","content_text":"Sea Limited shares gained nearly 5% in morning trading.Sea Limited is set to release fourth-quarter 2021 results on Mar 1.The Zacks Consensus Estimate for loss has widened by 3 cents to 94 cents per share over the past 30 days. Sea Limited reported a loss of 87 cents per share in the year-ago quarter.The consensus mark for revenues is currently pegged at $2.97 billion, indicating 47.96% growth from the year-ago quarter’s reported figure.The company’s earnings missed the Zacks Consensus Estimate in all of the trailing four quarters, the negative earnings surprise being 56.04%.Let’s see how things have shaped up before this announcement.Factors at Play for Q4 ResultsSea Limited's digital entertainment (Garena) and e-commerce businesses are expected to continue to capitalize on changing consumer behavior in the fourth quarter.Garena is likely to have benefited from the continued popularity of Free Fireamid stiff competition fromTencentTCEHY.Per SensorTowerdata, in google play, Free Firewas the second most revenue-generating game worldwide in December 2021, beating Tencent's PUBG Mobile. Free Fire was also the highest-grossing game in October 2021.The company's e-commerce segment is likely to have gained traction from a strong uptick in Shopee, its online shopping platform. Additionally, SeaMoney's strengthening integration with Shopee is expected to have aided Sea's digital financial services business.Higher expenses related to the expansion of e-commerce services and continued efforts to integrate the company's mobile wallet services with the Shopee platform across different markets are expected to have negatively impacted profitability in the to-be-reported quarter.What Our Model IndicatesPer the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that's not the case here.Sea Limited has an Earnings ESP of -6.95% and a Zacks Rank #4 (Sell). You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":104092471,"gmtCreate":1620344310293,"gmtModify":1631885604634,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a>Wondering should I buy the dip? What u guys thought about the recent earning&nbsp;result?","listText":"<a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a>Wondering should I buy the dip? What u guys thought about the recent earning&nbsp;result?","text":"$Fastly, Inc.(FSLY)$Wondering should I buy the dip? What u guys thought about the recent earning result?","images":[{"img":"https://static.tigerbbs.com/9adc9a2e866164d1155ba1bd7898accb","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/104092471","isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":824486849,"gmtCreate":1634346645653,"gmtModify":1634346645859,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"I personally think that this stock is too hot to enter now.","listText":"I personally think that this stock is too hot to enter now.","text":"I personally think that this stock is too hot to enter now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/824486849","repostId":"2175485551","repostType":4,"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695741573,"gmtCreate":1641625175057,"gmtModify":1641625175613,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"The fear of the market crash is real. Stay invested and dun panic.","listText":"The fear of the market crash is real. Stay invested and dun panic.","text":"The fear of the market crash is real. Stay invested and dun panic.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/695741573","repostId":"2201424321","repostType":4,"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694274132,"gmtCreate":1642028951464,"gmtModify":1642028951687,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Let's hope there will be positive factors for Grab ok? (:","listText":"Let's hope there will be positive factors for Grab ok? (:","text":"Let's hope there will be positive factors for Grab ok? (:","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/694274132","repostId":"1154834453","repostType":2,"repost":{"id":"1154834453","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":1641481305,"share":"https://www.laohu8.com/m/news/1154834453?lang=zh_CN&edition=full","pubTime":"2022-01-06 23:01","market":"us","language":"en","title":"Grab Stock Slid over 5% in Morning Trading<blockquote>Grab股价早盘下跌超过5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154834453","media":"Tiger Newspress","summary":"Grab stock slid over 5% in morning trading.","content":"<p><html><head></head><body>Grab stock slid over 5% in morning trading.<img src=\"https://static.tigerbbs.com/98069cd31091bf55c09da39c6266d483\" tg-width=\"1115\" tg-height=\"752\" width=\"100%\" height=\"auto\"/></p><p><blockquote><html><head></head><body>Grab股价早盘下跌超过5%。</body></html></blockquote></p><p></body></html></p><p><blockquote></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>Grab Stock Slid over 5% in Morning Trading<blockquote>Grab股价早盘下跌超过5%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab Stock Slid over 5% in Morning Trading<blockquote>Grab股价早盘下跌超过5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2022-01-06 23:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Grab stock slid over 5% in morning trading.<img src=\"https://static.tigerbbs.com/98069cd31091bf55c09da39c6266d483\" tg-width=\"1115\" tg-height=\"752\" width=\"100%\" height=\"auto\"/></p><p><blockquote><html><head></head><body>Grab股价早盘下跌超过5%。</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154834453","content_text":"Grab stock slid over 5% in morning trading.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000434","authorId":"9000000000000434","name":"PageDickens","avatar":"https://static.tigerbbs.com/46c35ff83dd06ac0fd5a2fbfed0003e4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000434","idStr":"9000000000000434"},"content":"I think grab is the next Didi. So I'm worried about its future.","text":"I think grab is the next Didi. So I'm worried about its future.","html":"I think grab is the next Didi. So I'm worried about its future."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871468385,"gmtCreate":1637106513263,"gmtModify":1637106513475,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"The hype may not last too long. What goes up might likely&nbsp;come down&nbsp;","listText":"The hype may not last too long. What goes up might likely&nbsp;come down&nbsp;","text":"The hype may not last too long. What goes up might likely come down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/871468385","repostId":"2184886408","repostType":2,"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866654231,"gmtCreate":1632780257123,"gmtModify":1632797972750,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Yes, i did so in May and I am now waiting for the right moment to buy the dip again ... but I am not in for quick profit , haha!","listText":"Yes, i did so in May and I am now waiting for the right moment to buy the dip again ... but I am not in for quick profit , haha!","text":"Yes, i did so in May and I am now waiting for the right moment to buy the dip again ... but I am not in for quick profit , haha!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/866654231","repostId":"861925272","repostType":1,"repost":{"id":861925272,"gmtCreate":1632450032496,"gmtModify":1632722664970,"author":{"id":"3572052161634400","authorId":"3572052161634400","name":"klostany","avatar":"https://static.tigerbbs.com/7eba482ad1e1cde10397c8710a080df0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572052161634400","idStr":"3572052161634400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NET\">$Cloudflare, Inc.(NET)$</a>Bought at dip yesterday for some quick profit $_$","listText":"<a href=\"https://laohu8.com/S/NET\">$Cloudflare, Inc.(NET)$</a>Bought at dip yesterday for some quick profit $_$","text":"$Cloudflare, Inc.(NET)$Bought at dip yesterday for some quick profit $_$","images":[{"img":"https://static.tigerbbs.com/750ee651dc4ead9d2034ec9b652e5d77","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861925272","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697404674,"gmtCreate":1642551877899,"gmtModify":1642551878075,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Ford is a legacy car maker with know how of mechanics and market knowledge :)[Strong]&nbsp;","listText":"Ford is a legacy car maker with know how of mechanics and market knowledge :)[Strong]&nbsp;","text":"Ford is a legacy car maker with know how of mechanics and market knowledge :)[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/697404674","repostId":"2204120082","repostType":4,"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000420","authorId":"9000000000000420","name":"PorterLamb","avatar":"https://static.tigerbbs.com/9c61226b13dc84ab3139a9fa00b20782","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000420","idStr":"9000000000000420"},"content":"Ford is a great company. But its models are mainly traditional cars. It performs generally in the field of new energy vehicles and electric vehicles.","text":"Ford is a great company. But its models are mainly traditional cars. It performs generally in the field of new energy vehicles and electric vehicles.","html":"Ford is a great company. But its models are mainly traditional cars. It performs generally in the field of new energy vehicles and electric vehicles."},{"author":{"id":"9000000000000591","authorId":"9000000000000591","name":"EvelynHoover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000591","idStr":"9000000000000591"},"content":"That's right! Ford has a long history of development and its technical strength is very strong.","text":"That's right! Ford has a long history of development and its technical strength is very strong.","html":"That's right! Ford has a long history of development and its technical strength is very strong."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602812813,"gmtCreate":1639006586438,"gmtModify":1639006586592,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Good to see the share price soaring .. optimism in the market (:","listText":"Good to see the share price soaring .. optimism in the market (:","text":"Good to see the share price soaring .. optimism in the market (:","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602812813","repostId":"1161444269","repostType":4,"repost":{"id":"1161444269","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":1638977215,"share":"https://www.laohu8.com/m/news/1161444269?lang=zh_CN&edition=full","pubTime":"2021-12-08 23:26","market":"us","language":"en","title":"Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%，创新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161444269","media":"Tiger Newspress","summary":"Apple shares rose nearly 2% to a new high in morning trading.","content":"<p>Apple shares rose nearly 2% to a new high&nbsp;in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%，创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9a9f5fdc1cb0a898675c515a39de7611\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></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>Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%，创新高</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\">\nApple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%，创新高</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\">2021-12-08 23:26</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple shares rose nearly 2% to a new high&nbsp;in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%，创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9a9f5fdc1cb0a898675c515a39de7611\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161444269","content_text":"Apple shares rose nearly 2% to a new high in morning trading.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853022007,"gmtCreate":1634743699993,"gmtModify":1634743700187,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Pardon my ignorance .. does&nbsp;Novavax engage a manufacturer to manufacture its vaccine (\"fabless\")? I know Pfizer has its own manufacturing facilities. Though might be of no fault of Novavax, the time-to-market delay would mean opportunity cost and reputation loss.. I hope the issues can be resolved asap","listText":"Pardon my ignorance .. does&nbsp;Novavax engage a manufacturer to manufacture its vaccine (\"fabless\")? I know Pfizer has its own manufacturing facilities. Though might be of no fault of Novavax, the time-to-market delay would mean opportunity cost and reputation loss.. I hope the issues can be resolved asap","text":"Pardon my ignorance .. does Novavax engage a manufacturer to manufacture its vaccine (\"fabless\")? I know Pfizer has its own manufacturing facilities. Though might be of no fault of Novavax, the time-to-market delay would mean opportunity cost and reputation loss.. I hope the issues can be resolved asap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/853022007","repostId":"1139162424","repostType":2,"repost":{"id":"1139162424","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":1634737086,"share":"https://www.laohu8.com/m/news/1139162424?lang=zh_CN&edition=full","pubTime":"2021-10-20 21:38","market":"us","language":"en","title":"Novavax slid nearly 20% in morning trading as the company was facing issues with the purity of its vaccine candidate<blockquote>Novavax早盘下跌近20%，因该公司面临候选疫苗纯度问题</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139162424","media":"Tiger Newspress","summary":"Novavax slid nearly 20% in morning trading as the company was facing issues with the purity of its v","content":"<p>Novavax slid nearly 20% in morning trading as the company was facing issues with the purity of its vaccine candidate.<img src=\"https://static.tigerbbs.com/3d4824b49a33a4c30dc1920ee98b9387\" tg-width=\"765\" tg-height=\"366\" width=\"100%\" height=\"auto\">According to reports, Novavax has been unable to consistently prove&nbsp;it&nbsp;can manufacture a vaccine shot that meets the required&nbsp;quality standards.</p><p><blockquote>Novavax在早盘交易中下跌近20%，原因是该公司面临候选疫苗纯度问题。报道称，Novavax一直无法证明其能够生产出符合所需质量标准的疫苗。</blockquote></p><p> The Food and Drug Administration discusses&nbsp;purity levels with each manufacturer,&nbsp;but each&nbsp;batch of the COVID-19 vaccine is&nbsp;supposed to be&nbsp;at least 90% pure.</p><p><blockquote>美国食品药品监督管理局与每个制造商讨论纯度水平，但每批新冠肺炎疫苗都应该至少有90%的纯度。</blockquote></p><p> Novavax has reportedly struggled to maintain purity levels that are close to the 90% threshold. The company recently showed purity levels around the 70% range, per reports.&nbsp;</p><p><blockquote>据报道，Novavax一直在努力维持接近90%阈值的纯度水平。据报道，该公司最近的纯度水平约为70%。</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>Novavax slid nearly 20% in morning trading as the company was facing issues with the purity of its vaccine candidate<blockquote>Novavax早盘下跌近20%，因该公司面临候选疫苗纯度问题</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\">\nNovavax slid nearly 20% in morning trading as the company was facing issues with the purity of its vaccine candidate<blockquote>Novavax早盘下跌近20%，因该公司面临候选疫苗纯度问题</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-20 21:38</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Novavax slid nearly 20% in morning trading as the company was facing issues with the purity of its vaccine candidate.<img src=\"https://static.tigerbbs.com/3d4824b49a33a4c30dc1920ee98b9387\" tg-width=\"765\" tg-height=\"366\" width=\"100%\" height=\"auto\">According to reports, Novavax has been unable to consistently prove&nbsp;it&nbsp;can manufacture a vaccine shot that meets the required&nbsp;quality standards.</p><p><blockquote>Novavax在早盘交易中下跌近20%，原因是该公司面临候选疫苗纯度问题。报道称，Novavax一直无法证明其能够生产出符合所需质量标准的疫苗。</blockquote></p><p> The Food and Drug Administration discusses&nbsp;purity levels with each manufacturer,&nbsp;but each&nbsp;batch of the COVID-19 vaccine is&nbsp;supposed to be&nbsp;at least 90% pure.</p><p><blockquote>美国食品药品监督管理局与每个制造商讨论纯度水平，但每批新冠肺炎疫苗都应该至少有90%的纯度。</blockquote></p><p> Novavax has reportedly struggled to maintain purity levels that are close to the 90% threshold. The company recently showed purity levels around the 70% range, per reports.&nbsp;</p><p><blockquote>据报道，Novavax一直在努力维持接近90%阈值的纯度水平。据报道，该公司最近的纯度水平约为70%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139162424","content_text":"Novavax slid nearly 20% in morning trading as the company was facing issues with the purity of its vaccine candidate.According to reports, Novavax has been unable to consistently prove it can manufacture a vaccine shot that meets the required quality standards.\nThe Food and Drug Administration discusses purity levels with each manufacturer, but each batch of the COVID-19 vaccine is supposed to be at least 90% pure.\nNovavax has reportedly struggled to maintain purity levels that are close to the 90% threshold. The company recently showed purity levels around the 70% range, per reports.","news_type":1,"symbols_score_info":{"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":1869,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274724739743","authorId":"3479274724739743","name":"YoungYun","avatar":"https://static.tigerbbs.com/8faca78a726371b04c88445cd57dca2a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274724739743","idStr":"3479274724739743"},"content":"It is mainly because the method used to test the purity of the new crown vaccine does not meet the standards of the regulatory agency.","text":"It is mainly because the method used to test the purity of the new crown vaccine does not meet the standards of the regulatory agency.","html":"It is mainly because the method used to test the purity of the new crown vaccine does not meet the standards of the regulatory agency."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174113864,"gmtCreate":1627085362358,"gmtModify":1631889011490,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VIRT\">$Virtu(VIRT)$</a>Entered a new long position on this value stock last night (:","listText":"<a href=\"https://laohu8.com/S/VIRT\">$Virtu(VIRT)$</a>Entered a new long position on this value stock last night (:","text":"$Virtu(VIRT)$Entered a new long position on this value stock last night (:","images":[{"img":"https://static.tigerbbs.com/6b6b75dd60f9c5e48ff6d7ebc19c1db8","width":"2048","height":"1229"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/174113864","isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":831555089,"gmtCreate":1629336912841,"gmtModify":1631889011361,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"I tend to agree that Tesla skyhigh PE ratio does not necessarily mean that the stock is overvalued. Thanks for calling that out:)","listText":"I tend to agree that Tesla skyhigh PE ratio does not necessarily mean that the stock is overvalued. Thanks for calling that out:)","text":"I tend to agree that Tesla skyhigh PE ratio does not necessarily mean that the stock is overvalued. Thanks for calling that out:)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/831555089","repostId":"1132029954","repostType":4,"repost":{"id":"1132029954","kind":"news","pubTimestamp":1629335415,"share":"https://www.laohu8.com/m/news/1132029954?lang=zh_CN&edition=full","pubTime":"2021-08-19 09:10","market":"us","language":"en","title":"Tesla Stock Undervalued?<blockquote>特斯拉股票被低估？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132029954","media":"TheStreet","summary":"Tesla's PEG ratio is less than General Electric and other value companies.Tesla continues to grow its trailing twelve-month EPS with Q2 experiencing record revenue despite the global chip shortage affecting automotive manufacturers. As a result of Tesla's rate of growth, the P/E ratio becomes less important.The PEG ratio may be a better indicator of Tesla's valuation because of its rapid growth. As new quarters with greater EPS come in, its P/E ratio declines rapidly as less profitable quarters ","content":"<p>Tesla's PEG ratio is less than General Electric and other value companies.</p><p><blockquote>特斯拉的PEG比率低于通用电气和其他价值公司。</blockquote></p><p> Tesla continues to grow its trailing twelve-month EPS with Q2 experiencing&nbsp;record revenue&nbsp;despite the global chip shortage affecting automotive manufacturers. As a result of Tesla's rate of growth, the P/E ratio becomes less important.</p><p><blockquote>尽管全球芯片短缺影响了汽车制造商，但特斯拉过去12个月的每股收益继续增长，第二季度的收入仍创历史新高。由于特斯拉的增长率，市盈率变得不那么重要了。</blockquote></p><p> <b>PEG Ratio</b></p><p><blockquote><b>PEG比率</b></blockquote></p><p> The PEG ratio may be a better indicator of Tesla's valuation because of its rapid growth. As new quarters with greater EPS come in, its P/E ratio declines rapidly as less profitable quarters fall out of the formula. The PEG ratio is the price-to-earnings ratio divided by the EPS growth rate of the company.</p><p><blockquote>由于特斯拉的快速增长，PEG比率可能是衡量其估值的更好指标。随着每股收益较高的新季度的到来，随着利润较低的季度退出公式，其市盈率迅速下降。PEG比率是市盈率除以公司的EPS增长率。</blockquote></p><p> <b>Tesla's PEG Ratio</b></p><p><blockquote><b>特斯拉的PEG比率</b></blockquote></p><p> Tesla has demonstrated remarkable growth this year and will need to continue growing to maintain its valuation. While some say the company is overvalued, its PEG ratio may say otherwise. The addition of Q2's EPS resulted in a 492% increase in Tesla's trailing twelve-month EPS YoY despite the lack of high-profit margin vehicles: Model X and Model S. With Tesla's stock price currently around ~690, Tesla stock's trailing P/E ratio is ~359. As it currently stands, Tesla has a trailing PEG ratio of<b>&nbsp;0.92</b>—generally, a PEG value below 1.0 is considered undervalued<b>.</b></p><p><blockquote>特斯拉今年表现出了显着的增长，需要继续增长才能维持其估值。虽然有人说该公司被高估，但其PEG比率可能并非如此。尽管缺乏Model X和Model S等高利润率车辆，但第二季度每股收益的增加导致特斯拉过去12个月每股收益同比增长492%。特斯拉股价目前约为690美元，特斯拉股票的过去市盈率/市盈率约为359。目前，特斯拉的追踪PEG比率为<b> 0.92</b>-一般来说，PEG值低于1.0被认为是低估<b>.</b></blockquote></p><p> <b>Comparable PEG Ratios</b></p><p><blockquote><b>可比PEG比率</b></blockquote></p><p> Tesla is often viewed as a growth company and interestingly, their PEG ratio is lower than some 'value stocks'. Unilever, General Electric, and American Water Works have PEG ratios of&nbsp;5.16,10.21, and&nbsp;5.3*&nbsp;respectively.&nbsp;When compared to other technology-heavy growth companies, the difference is even more dramatic. Shopify, ServiceNow, and Square have PEG ratios of&nbsp;38.93,15.48, and&nbsp;10.36*&nbsp;respectively. If viewed as a car company, Tesla's PEG ratio is higher than the industry average of&nbsp;.68*. This view of Tesla as solely a car company explains why many believe the company is overvalued. However, we are continuously reminded that Tesla is more than 'just a car company' with&nbsp;AI Day&nbsp;approaching August 19th.</p><p><blockquote>特斯拉通常被视为成长型公司，有趣的是，他们的PEG比率低于一些“价值股”。联合利华（Unilever）、通用电气（General Electric）和美国水务公司（American Water Works）的PEG比率分别为5.16、10.21和5.3*。当与其他以科技为主的成长型公司相比时，差异更加巨大。Shopify、ServiceNow和Square的PEG比率分别为38.93、15.48和10.36*。如果以汽车公司来看，特斯拉的PEG比率高于行业平均水平0.68*。这种将特斯拉仅仅视为一家汽车公司的观点解释了为什么许多人认为该公司被高估。然而，随着8月19日人工智能日的临近，我们不断被提醒，特斯拉不仅仅是“一家汽车公司”。</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>Tesla Stock Undervalued?<blockquote>特斯拉股票被低估？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Undervalued?<blockquote>特斯拉股票被低估？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-08-19 09:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla's PEG ratio is less than General Electric and other value companies.</p><p><blockquote>特斯拉的PEG比率低于通用电气和其他价值公司。</blockquote></p><p> Tesla continues to grow its trailing twelve-month EPS with Q2 experiencing&nbsp;record revenue&nbsp;despite the global chip shortage affecting automotive manufacturers. As a result of Tesla's rate of growth, the P/E ratio becomes less important.</p><p><blockquote>尽管全球芯片短缺影响了汽车制造商，但特斯拉过去12个月的每股收益继续增长，第二季度的收入仍创历史新高。由于特斯拉的增长率，市盈率变得不那么重要了。</blockquote></p><p> <b>PEG Ratio</b></p><p><blockquote><b>PEG比率</b></blockquote></p><p> The PEG ratio may be a better indicator of Tesla's valuation because of its rapid growth. As new quarters with greater EPS come in, its P/E ratio declines rapidly as less profitable quarters fall out of the formula. The PEG ratio is the price-to-earnings ratio divided by the EPS growth rate of the company.</p><p><blockquote>由于特斯拉的快速增长，PEG比率可能是衡量其估值的更好指标。随着每股收益较高的新季度的到来，随着利润较低的季度退出公式，其市盈率迅速下降。PEG比率是市盈率除以公司的EPS增长率。</blockquote></p><p> <b>Tesla's PEG Ratio</b></p><p><blockquote><b>特斯拉的PEG比率</b></blockquote></p><p> Tesla has demonstrated remarkable growth this year and will need to continue growing to maintain its valuation. While some say the company is overvalued, its PEG ratio may say otherwise. The addition of Q2's EPS resulted in a 492% increase in Tesla's trailing twelve-month EPS YoY despite the lack of high-profit margin vehicles: Model X and Model S. With Tesla's stock price currently around ~690, Tesla stock's trailing P/E ratio is ~359. As it currently stands, Tesla has a trailing PEG ratio of<b>&nbsp;0.92</b>—generally, a PEG value below 1.0 is considered undervalued<b>.</b></p><p><blockquote>特斯拉今年表现出了显着的增长，需要继续增长才能维持其估值。虽然有人说该公司被高估，但其PEG比率可能并非如此。尽管缺乏Model X和Model S等高利润率车辆，但第二季度每股收益的增加导致特斯拉过去12个月每股收益同比增长492%。特斯拉股价目前约为690美元，特斯拉股票的过去市盈率/市盈率约为359。目前，特斯拉的追踪PEG比率为<b> 0.92</b>-一般来说，PEG值低于1.0被认为是低估<b>.</b></blockquote></p><p> <b>Comparable PEG Ratios</b></p><p><blockquote><b>可比PEG比率</b></blockquote></p><p> Tesla is often viewed as a growth company and interestingly, their PEG ratio is lower than some 'value stocks'. Unilever, General Electric, and American Water Works have PEG ratios of&nbsp;5.16,10.21, and&nbsp;5.3*&nbsp;respectively.&nbsp;When compared to other technology-heavy growth companies, the difference is even more dramatic. Shopify, ServiceNow, and Square have PEG ratios of&nbsp;38.93,15.48, and&nbsp;10.36*&nbsp;respectively. If viewed as a car company, Tesla's PEG ratio is higher than the industry average of&nbsp;.68*. This view of Tesla as solely a car company explains why many believe the company is overvalued. However, we are continuously reminded that Tesla is more than 'just a car company' with&nbsp;AI Day&nbsp;approaching August 19th.</p><p><blockquote>特斯拉通常被视为成长型公司，有趣的是，他们的PEG比率低于一些“价值股”。联合利华（Unilever）、通用电气（General Electric）和美国水务公司（American Water Works）的PEG比率分别为5.16、10.21和5.3*。当与其他以科技为主的成长型公司相比时，差异更加巨大。Shopify、ServiceNow和Square的PEG比率分别为38.93、15.48和10.36*。如果以汽车公司来看，特斯拉的PEG比率高于行业平均水平0.68*。这种将特斯拉仅仅视为一家汽车公司的观点解释了为什么许多人认为该公司被高估。然而，随着8月19日人工智能日的临近，我们不断被提醒，特斯拉不仅仅是“一家汽车公司”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/tesla/news/tesla-peg-ratio-undervalued\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.thestreet.com/tesla/news/tesla-peg-ratio-undervalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132029954","content_text":"Tesla's PEG ratio is less than General Electric and other value companies.\nTesla continues to grow its trailing twelve-month EPS with Q2 experiencing record revenue despite the global chip shortage affecting automotive manufacturers. As a result of Tesla's rate of growth, the P/E ratio becomes less important.\nPEG Ratio\nThe PEG ratio may be a better indicator of Tesla's valuation because of its rapid growth. As new quarters with greater EPS come in, its P/E ratio declines rapidly as less profitable quarters fall out of the formula. The PEG ratio is the price-to-earnings ratio divided by the EPS growth rate of the company.\nTesla's PEG Ratio\nTesla has demonstrated remarkable growth this year and will need to continue growing to maintain its valuation. While some say the company is overvalued, its PEG ratio may say otherwise. The addition of Q2's EPS resulted in a 492% increase in Tesla's trailing twelve-month EPS YoY despite the lack of high-profit margin vehicles: Model X and Model S. With Tesla's stock price currently around ~690, Tesla stock's trailing P/E ratio is ~359. As it currently stands, Tesla has a trailing PEG ratio of 0.92—generally, a PEG value below 1.0 is considered undervalued.\nComparable PEG Ratios\nTesla is often viewed as a growth company and interestingly, their PEG ratio is lower than some 'value stocks'. Unilever, General Electric, and American Water Works have PEG ratios of 5.16,10.21, and 5.3* respectively. When compared to other technology-heavy growth companies, the difference is even more dramatic. Shopify, ServiceNow, and Square have PEG ratios of 38.93,15.48, and 10.36* respectively. If viewed as a car company, Tesla's PEG ratio is higher than the industry average of .68*. This view of Tesla as solely a car company explains why many believe the company is overvalued. However, we are continuously reminded that Tesla is more than 'just a car company' with AI Day approaching August 19th.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601158421,"gmtCreate":1638500614026,"gmtModify":1638501003679,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"I really&nbsp;hope the DIDI US stock won't drop so far .. not sure the impact","listText":"I really&nbsp;hope the DIDI US stock won't drop so far .. not sure the impact","text":"I really hope the DIDI US stock won't drop so far .. not sure the impact","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601158421","repostId":"1101828151","repostType":4,"repost":{"id":"1101828151","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":1638493297,"share":"https://www.laohu8.com/m/news/1101828151?lang=zh_CN&edition=full","pubTime":"2021-12-03 09:01","market":"us","language":"en","title":"DIDI prepares to delist from U.S. stocks and to list in Hong Kong.<blockquote>滴滴准备从美股退市并在香港上市。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101828151","media":"Tiger Newspress","summary":"DIDI prepares to delist from U.S. stocks and to list in Hong Kong.\nDiDi Global Inc. (NYSE: DIDI), th","content":"<p>DIDI&nbsp;prepares to delist from U.S. stocks and&nbsp;to list in Hong Kong.</p><p><blockquote>滴滴准备从美股退市并在香港上市。</blockquote></p><p> DiDi Global Inc. (NYSE: DIDI), the world’s leading mobility technology platform, today announced that its board of directors (the “Board”) has authorized and supports the Company to undertake the necessary procedures and file the relevant application(s) for the delisting of the Company’s ADSs from the New York Stock Exchange, while ensuring that ADSs will be convertible into freely tradable shares of the Company on another internationally recognized stock exchange at the election of ADS holders.</p><p><blockquote>全球领先的移动出行技术平台滴滴出行（纽约证券交易所代码：DIDI）今天宣布，其董事会（“董事会”）已授权并支持公司履行必要程序并提交相关申请，将公司的美国存托凭证从纽约证券交易所退市，同时确保美国存托凭证可在美国存托凭证持有人选择时在另一家国际认可的证券交易所转换为公司的自由流通股份。</blockquote></p><p> The Company will organize a shareholders meeting to vote on the above matter at an appropriate time in the future, following necessary procedures. The Board has also authorized the Company to pursue a listing of its class A ordinary shares on the Main Board of the Hong Kong Stock Exchange.</p><p><blockquote>公司将在未来适当时机，按照必要程序组织召开股东大会对上述事项进行表决。董事会亦已授权本公司寻求其A类普通股于香港联交所主板上市。</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>DIDI prepares to delist from U.S. stocks and to list in Hong Kong.<blockquote>滴滴准备从美股退市并在香港上市。</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\">\nDIDI prepares to delist from U.S. stocks and to list in Hong Kong.<blockquote>滴滴准备从美股退市并在香港上市。</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\">2021-12-03 09:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>DIDI&nbsp;prepares to delist from U.S. stocks and&nbsp;to list in Hong Kong.</p><p><blockquote>滴滴准备从美股退市并在香港上市。</blockquote></p><p> DiDi Global Inc. (NYSE: DIDI), the world’s leading mobility technology platform, today announced that its board of directors (the “Board”) has authorized and supports the Company to undertake the necessary procedures and file the relevant application(s) for the delisting of the Company’s ADSs from the New York Stock Exchange, while ensuring that ADSs will be convertible into freely tradable shares of the Company on another internationally recognized stock exchange at the election of ADS holders.</p><p><blockquote>全球领先的移动出行技术平台滴滴出行（纽约证券交易所代码：DIDI）今天宣布，其董事会（“董事会”）已授权并支持公司履行必要程序并提交相关申请，将公司的美国存托凭证从纽约证券交易所退市，同时确保美国存托凭证可在美国存托凭证持有人选择时在另一家国际认可的证券交易所转换为公司的自由流通股份。</blockquote></p><p> The Company will organize a shareholders meeting to vote on the above matter at an appropriate time in the future, following necessary procedures. The Board has also authorized the Company to pursue a listing of its class A ordinary shares on the Main Board of the Hong Kong Stock Exchange.</p><p><blockquote>公司将在未来适当时机，按照必要程序组织召开股东大会对上述事项进行表决。董事会亦已授权本公司寻求其A类普通股于香港联交所主板上市。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101828151","content_text":"DIDI prepares to delist from U.S. stocks and to list in Hong Kong.\nDiDi Global Inc. (NYSE: DIDI), the world’s leading mobility technology platform, today announced that its board of directors (the “Board”) has authorized and supports the Company to undertake the necessary procedures and file the relevant application(s) for the delisting of the Company’s ADSs from the New York Stock Exchange, while ensuring that ADSs will be convertible into freely tradable shares of the Company on another internationally recognized stock exchange at the election of ADS holders.\nThe Company will organize a shareholders meeting to vote on the above matter at an appropriate time in the future, following necessary procedures. The Board has also authorized the Company to pursue a listing of its class A ordinary shares on the Main Board of the Hong Kong Stock Exchange.","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877413277,"gmtCreate":1637971124565,"gmtModify":1637971240449,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Guys, will the sell off continue on for at least early next week?","listText":"Guys, will the sell off continue on for at least early next week?","text":"Guys, will the sell off continue on for at least early next week?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877413277","repostId":"2186344334","repostType":4,"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846807472,"gmtCreate":1636071229115,"gmtModify":1636071229259,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Impressive earnings for these companies","listText":"Impressive earnings for these companies","text":"Impressive earnings for these companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/846807472","repostId":"2181790075","repostType":4,"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860240440,"gmtCreate":1632184460780,"gmtModify":1632802258090,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"I think the nature of its clientele makes PLTR unable to reveal much details desired by the investing communities. I think investors need to be mindful of the space PLTR is in :)","listText":"I think the nature of its clientele makes PLTR unable to reveal much details desired by the investing communities. I think investors need to be mindful of the space PLTR is in :)","text":"I think the nature of its clientele makes PLTR unable to reveal much details desired by the investing communities. I think investors need to be mindful of the space PLTR is in :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/860240440","repostId":"1183348480","repostType":2,"repost":{"id":"1183348480","kind":"news","pubTimestamp":1632184236,"share":"https://www.laohu8.com/m/news/1183348480?lang=zh_CN&edition=full","pubTime":"2021-09-21 08:30","market":"us","language":"en","title":"Wall Street Is Bearish on Palantir. Here's Why.<blockquote>华尔街看空Palantir。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183348480","media":"TheStreet","summary":"Popular on the main discussion boards, Palantir does not quite please Wall Street analysts. Today, W","content":"<p>Popular on the main discussion boards, Palantir does not quite please Wall Street analysts. Today, Wall Street Memes takes a closer look at PLTR stock and the bearish case.</p><p><blockquote>Palantir在主要讨论板上很受欢迎，但华尔街分析师并不太满意。今天，华尔街迷因仔细研究了PLTR股票和看跌情况。</blockquote></p><p> US-based software company Palantir draws quite a bit of attention from retail investors across the main online discussion boards. The company, valued at a market cap of $55 billion, provides services to federal agencies, local governments, and enterprises. Palantir is also known for making investments via SPAC (special purpose acquisition companies).</p><p><blockquote>美国软件公司Palantir在主要在线讨论板上吸引了散户投资者的相当多关注。该公司市值550亿美元，为联邦机构、地方政府和企业提供服务。Palantir还因通过SPAC（特殊目的收购公司）进行投资而闻名。</blockquote></p><p> Despite retail investors’ bullishness on PLTR stock, Wall Street does not seem to share the same sentiment. Today, Wall Street Memes looks at some of the key reasons why the sell side is skeptical about the company and its stock.</p><p><blockquote>尽管散户投资者看好PLTR股票，但华尔街似乎并不持有同样的观点。今天，《华尔街迷因》探讨了卖方对该公司及其股票持怀疑态度的一些关键原因。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5660396ed2f297f385b69dbd9cb45de4\" tg-width=\"1200\" tg-height=\"900\" width=\"100%\" height=\"auto\"><span>Figure 1: Palantir logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：Palantir标志。</span></p></blockquote></p><p> <b>Why so bearish?</b></p><p><blockquote><b>为什么这么看跌？</b></blockquote></p><p> PLTR stock currently&nbsp;has&nbsp;an average 12-month price target of $24, based on the six most recent Wall Street reports filed in the last three months. Analysts see 16% downside on the stock based on current share price levels.</p><p><blockquote>根据过去三个月提交的六份最新华尔街报告，PLTR股票目前的12个月平均目标价为24美元。根据当前股价水平，分析师预计该股下跌16%。</blockquote></p><p> <ul>  <li>The most bearish is&nbsp;<b>Citigroup</b>’s Tyler Radke.Forecasting&nbsp;a 41% drop in share price, the analyst’s sell rating is supported first by a slowdown in the company’s commercial business. Also, Citi suggests “low-quality revenues” due to Palantir signing new contracts with small companies that are also the target of its SPAC investments.</li> </ul> <ul>  <li>The other bear is&nbsp;<b>Morgan Stanley.</b>Analyst Keith Weiss has recently&nbsp;reiterated&nbsp;his sell rating with a $22 price target. He questioned Palantir’s potential to sustain its 30%-plus growth rate, especially due to Palantir’s strategic investment program being at the core of the growth engine. However, the analyst acknowledged a few positives, like 40% year-over-year billings growth.</li> </ul> <ul>  <li>Less bearish is&nbsp;<b>Wolfe Research</b>&nbsp;analyst Alex Zukin and&nbsp;<b>RBC Capital</b>&nbsp;analyst Rishi Jaluria. Both have a neutral rating on PLTR and same price target of $25. Wolfe Research recently&nbsp;raised&nbsp;its target from $20, after Palantir’s solid second quarter earnings, despite the company’s growth challenges being in line with the stock’s valuations. RBC Capital&nbsp;mentioned&nbsp;some bullish points on PLTR, including competitive moat, differentiated technology, and unique go-to-market strategy.</li> </ul> <b>The cautious bull</b></p><p><blockquote><ul><li>最看跌的是<b>花旗集团</b>泰勒·拉德克(Tyler Radke)预测股价将下跌41%，分析师的卖出评级首先受到该公司商业业务放缓的支持。此外，花旗表示，由于Palantir与也是其SPAC投资目标的小公司签署了新合同，因此收入“低质量”。</li></ul><ul><li>另一只熊是<b>摩根士丹利。</b>分析师Keith Weiss最近重申了卖出评级，目标价为22美元。他质疑Palantir维持30%以上增长率的潜力，特别是考虑到Palantir的战略投资计划是增长引擎的核心。然而，分析师承认了一些积极因素，例如账单同比增长40%。</li></ul><ul><li>不那么看跌的是<b>沃尔夫研究</b>分析师亚历克斯·祖金和<b>加拿大皇家银行资本</b>分析师里希·贾鲁里亚。两者对PLTR的评级均为中性，目标价均为25美元。在Palantir第二季度盈利稳健后，Wolfe Research最近将目标从20美元上调，尽管该公司的增长挑战与该股的估值一致。RBC Capital提到了PLTR的一些看涨点，包括有竞争力的护城河、差异化的技术和独特的上市策略。</li></ul><b>谨慎的公牛</b></blockquote></p><p> The bull case is supported by&nbsp;<b>Jefferies</b>&nbsp;analyst Brent Thill. He&nbsp;maintained&nbsp;his buy recommendation on PLTR with a price target of $31, for modest 7% upside from current levels. The analyst is aware of skepticism regarding Palantir’s investments in SPACs, but also added:</p><p><blockquote>牛市理由得到以下支持<b>杰弗里斯</b>分析师布伦特·蒂尔。他维持对PLTR的买入建议，目标价为31美元，较当前水平小幅上涨7%。该分析师意识到人们对Palantir对SPAC的投资持怀疑态度，但也补充道：</blockquote></p><p>   ”We believe that PLTR's commercial initiatives aim to bring its platform to the mass market and that this will take years (not quarters) to execute.”  Lastly, he mentioned the commercial partnership with&nbsp;IBM as a good investment in Palantir’s sales force.</p><p><blockquote>“我们相信PLTR的商业举措旨在将其平台推向大众市场，而这需要数年（而不是几个季度）才能执行。”最后，他提到与IBM的商业合作伙伴关系是对Palantir销售队伍的良好投资。</blockquote></p><p> <b>Wall Street Memes’ take</b></p><p><blockquote><b>华尔街模因的看法</b></blockquote></p><p> Palantir stock has been having a great run since the end of 2020, when the company&nbsp;became&nbsp;an aggressive investor in SPACs . Concerns over the stock’s growth story seem to be weighing on Wall Street analysts, especially since the excitement around SPACs began to cool down.</p><p><blockquote>自2020年底该公司成为SPAC的积极投资者以来，Palantir股票一直表现出色。对该股增长故事的担忧似乎给华尔街分析师带来了压力，特别是自从围绕SPAC的兴奋开始降温以来。</blockquote></p><p> At a 2022 P/E of around 135 times and forward price-to-sales of nearly 30 times,according&nbsp;to Yahoo Finance, we believe that the stock can be a tricky investment. Buyers should perform their due diligence carefully before choosing to push the buy button.</p><p><blockquote>据雅虎财经称，2022年市盈率约为135倍，远期市销率近30倍，我们认为该股可能是一项棘手的投资。买家在选择按下购买按钮之前应该仔细进行尽职调查。</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 Is Bearish on Palantir. Here's Why.<blockquote>华尔街看空Palantir。原因如下。</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\">\nWall Street Is Bearish on Palantir. Here's Why.<blockquote>华尔街看空Palantir。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-09-21 08:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Popular on the main discussion boards, Palantir does not quite please Wall Street analysts. Today, Wall Street Memes takes a closer look at PLTR stock and the bearish case.</p><p><blockquote>Palantir在主要讨论板上很受欢迎，但华尔街分析师并不太满意。今天，华尔街迷因仔细研究了PLTR股票和看跌情况。</blockquote></p><p> US-based software company Palantir draws quite a bit of attention from retail investors across the main online discussion boards. The company, valued at a market cap of $55 billion, provides services to federal agencies, local governments, and enterprises. Palantir is also known for making investments via SPAC (special purpose acquisition companies).</p><p><blockquote>美国软件公司Palantir在主要在线讨论板上吸引了散户投资者的相当多关注。该公司市值550亿美元，为联邦机构、地方政府和企业提供服务。Palantir还因通过SPAC（特殊目的收购公司）进行投资而闻名。</blockquote></p><p> Despite retail investors’ bullishness on PLTR stock, Wall Street does not seem to share the same sentiment. Today, Wall Street Memes looks at some of the key reasons why the sell side is skeptical about the company and its stock.</p><p><blockquote>尽管散户投资者看好PLTR股票，但华尔街似乎并不持有同样的观点。今天，《华尔街迷因》探讨了卖方对该公司及其股票持怀疑态度的一些关键原因。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5660396ed2f297f385b69dbd9cb45de4\" tg-width=\"1200\" tg-height=\"900\" width=\"100%\" height=\"auto\"><span>Figure 1: Palantir logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：Palantir标志。</span></p></blockquote></p><p> <b>Why so bearish?</b></p><p><blockquote><b>为什么这么看跌？</b></blockquote></p><p> PLTR stock currently&nbsp;has&nbsp;an average 12-month price target of $24, based on the six most recent Wall Street reports filed in the last three months. Analysts see 16% downside on the stock based on current share price levels.</p><p><blockquote>根据过去三个月提交的六份最新华尔街报告，PLTR股票目前的12个月平均目标价为24美元。根据当前股价水平，分析师预计该股下跌16%。</blockquote></p><p> <ul>  <li>The most bearish is&nbsp;<b>Citigroup</b>’s Tyler Radke.Forecasting&nbsp;a 41% drop in share price, the analyst’s sell rating is supported first by a slowdown in the company’s commercial business. Also, Citi suggests “low-quality revenues” due to Palantir signing new contracts with small companies that are also the target of its SPAC investments.</li> </ul> <ul>  <li>The other bear is&nbsp;<b>Morgan Stanley.</b>Analyst Keith Weiss has recently&nbsp;reiterated&nbsp;his sell rating with a $22 price target. He questioned Palantir’s potential to sustain its 30%-plus growth rate, especially due to Palantir’s strategic investment program being at the core of the growth engine. However, the analyst acknowledged a few positives, like 40% year-over-year billings growth.</li> </ul> <ul>  <li>Less bearish is&nbsp;<b>Wolfe Research</b>&nbsp;analyst Alex Zukin and&nbsp;<b>RBC Capital</b>&nbsp;analyst Rishi Jaluria. Both have a neutral rating on PLTR and same price target of $25. Wolfe Research recently&nbsp;raised&nbsp;its target from $20, after Palantir’s solid second quarter earnings, despite the company’s growth challenges being in line with the stock’s valuations. RBC Capital&nbsp;mentioned&nbsp;some bullish points on PLTR, including competitive moat, differentiated technology, and unique go-to-market strategy.</li> </ul> <b>The cautious bull</b></p><p><blockquote><ul><li>最看跌的是<b>花旗集团</b>泰勒·拉德克(Tyler Radke)预测股价将下跌41%，分析师的卖出评级首先受到该公司商业业务放缓的支持。此外，花旗表示，由于Palantir与也是其SPAC投资目标的小公司签署了新合同，因此收入“低质量”。</li></ul><ul><li>另一只熊是<b>摩根士丹利。</b>分析师Keith Weiss最近重申了卖出评级，目标价为22美元。他质疑Palantir维持30%以上增长率的潜力，特别是考虑到Palantir的战略投资计划是增长引擎的核心。然而，分析师承认了一些积极因素，例如账单同比增长40%。</li></ul><ul><li>不那么看跌的是<b>沃尔夫研究</b>分析师亚历克斯·祖金和<b>加拿大皇家银行资本</b>分析师里希·贾鲁里亚。两者对PLTR的评级均为中性，目标价均为25美元。在Palantir第二季度盈利稳健后，Wolfe Research最近将目标从20美元上调，尽管该公司的增长挑战与该股的估值一致。RBC Capital提到了PLTR的一些看涨点，包括有竞争力的护城河、差异化的技术和独特的上市策略。</li></ul><b>谨慎的公牛</b></blockquote></p><p> The bull case is supported by&nbsp;<b>Jefferies</b>&nbsp;analyst Brent Thill. He&nbsp;maintained&nbsp;his buy recommendation on PLTR with a price target of $31, for modest 7% upside from current levels. The analyst is aware of skepticism regarding Palantir’s investments in SPACs, but also added:</p><p><blockquote>牛市理由得到以下支持<b>杰弗里斯</b>分析师布伦特·蒂尔。他维持对PLTR的买入建议，目标价为31美元，较当前水平小幅上涨7%。该分析师意识到人们对Palantir对SPAC的投资持怀疑态度，但也补充道：</blockquote></p><p>   ”We believe that PLTR's commercial initiatives aim to bring its platform to the mass market and that this will take years (not quarters) to execute.”  Lastly, he mentioned the commercial partnership with&nbsp;IBM as a good investment in Palantir’s sales force.</p><p><blockquote>“我们相信PLTR的商业举措旨在将其平台推向大众市场，而这需要数年（而不是几个季度）才能执行。”最后，他提到与IBM的商业合作伙伴关系是对Palantir销售队伍的良好投资。</blockquote></p><p> <b>Wall Street Memes’ take</b></p><p><blockquote><b>华尔街模因的看法</b></blockquote></p><p> Palantir stock has been having a great run since the end of 2020, when the company&nbsp;became&nbsp;an aggressive investor in SPACs . Concerns over the stock’s growth story seem to be weighing on Wall Street analysts, especially since the excitement around SPACs began to cool down.</p><p><blockquote>自2020年底该公司成为SPAC的积极投资者以来，Palantir股票一直表现出色。对该股增长故事的担忧似乎给华尔街分析师带来了压力，特别是自从围绕SPAC的兴奋开始降温以来。</blockquote></p><p> At a 2022 P/E of around 135 times and forward price-to-sales of nearly 30 times,according&nbsp;to Yahoo Finance, we believe that the stock can be a tricky investment. Buyers should perform their due diligence carefully before choosing to push the buy button.</p><p><blockquote>据雅虎财经称，2022年市盈率约为135倍，远期市销率近30倍，我们认为该股可能是一项棘手的投资。买家在选择按下购买按钮之前应该仔细进行尽职调查。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/other-memes/why-wall-street-is-bearish-palantir-stock\">TheStreet</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://www.thestreet.com/memestocks/other-memes/why-wall-street-is-bearish-palantir-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183348480","content_text":"Popular on the main discussion boards, Palantir does not quite please Wall Street analysts. Today, Wall Street Memes takes a closer look at PLTR stock and the bearish case.\nUS-based software company Palantir draws quite a bit of attention from retail investors across the main online discussion boards. The company, valued at a market cap of $55 billion, provides services to federal agencies, local governments, and enterprises. Palantir is also known for making investments via SPAC (special purpose acquisition companies).\nDespite retail investors’ bullishness on PLTR stock, Wall Street does not seem to share the same sentiment. Today, Wall Street Memes looks at some of the key reasons why the sell side is skeptical about the company and its stock.\nFigure 1: Palantir logo.\nWhy so bearish?\nPLTR stock currently has an average 12-month price target of $24, based on the six most recent Wall Street reports filed in the last three months. Analysts see 16% downside on the stock based on current share price levels.\n\nThe most bearish is Citigroup’s Tyler Radke.Forecasting a 41% drop in share price, the analyst’s sell rating is supported first by a slowdown in the company’s commercial business. Also, Citi suggests “low-quality revenues” due to Palantir signing new contracts with small companies that are also the target of its SPAC investments.\n\n\nThe other bear is Morgan Stanley.Analyst Keith Weiss has recently reiterated his sell rating with a $22 price target. He questioned Palantir’s potential to sustain its 30%-plus growth rate, especially due to Palantir’s strategic investment program being at the core of the growth engine. However, the analyst acknowledged a few positives, like 40% year-over-year billings growth.\n\n\nLess bearish is Wolfe Research analyst Alex Zukin and RBC Capital analyst Rishi Jaluria. Both have a neutral rating on PLTR and same price target of $25. Wolfe Research recently raised its target from $20, after Palantir’s solid second quarter earnings, despite the company’s growth challenges being in line with the stock’s valuations. RBC Capital mentioned some bullish points on PLTR, including competitive moat, differentiated technology, and unique go-to-market strategy.\n\nThe cautious bull\nThe bull case is supported by Jefferies analyst Brent Thill. He maintained his buy recommendation on PLTR with a price target of $31, for modest 7% upside from current levels. The analyst is aware of skepticism regarding Palantir’s investments in SPACs, but also added:\n\n ”We believe that PLTR's commercial initiatives aim to bring its platform to the mass market and that this will take years (not quarters) to execute.”\n\nLastly, he mentioned the commercial partnership with IBM as a good investment in Palantir’s sales force.\nWall Street Memes’ take\nPalantir stock has been having a great run since the end of 2020, when the company became an aggressive investor in SPACs . Concerns over the stock’s growth story seem to be weighing on Wall Street analysts, especially since the excitement around SPACs began to cool down.\nAt a 2022 P/E of around 135 times and forward price-to-sales of nearly 30 times,according to Yahoo Finance, we believe that the stock can be a tricky investment. Buyers should perform their due diligence carefully before choosing to push the buy button.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112928721,"gmtCreate":1622847516363,"gmtModify":1631891963976,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"M bullish but haven't taken any pos yet. Unsure about the geopolitical tensions between US and China. Anyone here can shed any light please? Thanks (:","listText":"M bullish but haven't taken any pos yet. Unsure about the geopolitical tensions between US and China. Anyone here can shed any light please? Thanks (:","text":"M bullish but haven't taken any pos yet. Unsure about the geopolitical tensions between US and China. Anyone here can shed any light please? Thanks (:","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/112928721","repostId":"1154529120","repostType":4,"repost":{"id":"1154529120","kind":"news","pubTimestamp":1622810459,"share":"https://www.laohu8.com/m/news/1154529120?lang=zh_CN&edition=full","pubTime":"2021-06-04 20:40","market":"hk","language":"en","title":"Can Alibaba Stock Hit $500? If You Got Time, Yes<blockquote>阿里巴巴-SW股价能否触及500美元？如果你有时间，是的</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154529120","media":"seekingalpha","summary":"Alibaba is a battleground stock where some see a lot of opportunities, while others see many risks.I believe that there are both opportunities and risks, but would see the prior outweighing the latter.In the long run, BABA has a chance of delivering strong gains for those that buy at the current, quite low, valuation.Since its IPO, Alibaba has seen strong share price gains, but it should also be mentioned that shares did peek in H2 2020, and have declined considerably since then:. Alibaba Group'","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Alibaba is a battleground stock where some see a lot of opportunities, while others see many risks.</li>  <li>I believe that there are both opportunities and risks, but would see the prior outweighing the latter.</li>  <li>In the long run, BABA has a chance of delivering strong gains for those that buy at the current, quite low, valuation.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/567d19950e6c8789ce2192b4503f0fa5\" tg-width=\"1536\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><span>Photo by efetova/iStock via Getty Images</span></p><p><blockquote><ul><li>阿里巴巴-SW是一只战场股票，有些人看到了很多机会，而另一些人则看到了很多风险。</li><li>我相信机遇和风险都存在，但我认为前者大于后者。</li><li>从长远来看，阿里巴巴有机会为那些以目前相当低的估值买入的人带来强劲收益。</li></ul><p class=\"t-img-caption\"><span>摄影：efetova/iStock，来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Alibaba Group (BABA) is a leading global high-tech name that continues to generate attractive growth and that offers investors exposure to the high-growth Chinese consumer market. At the same time, through a range of ventures, Alibaba is also active in additional industries, such as cloud computing. Shares have declined considerably over the last couple of months, but I believe that the long-term potential is significant. I would not be surprised to see shares rise towards $500, although that will not happen in the near term.</p><p><blockquote>阿里巴巴-SW集团（BABA）是一家全球领先的高科技公司，持续产生有吸引力的增长，并为投资者提供了接触高增长的中国消费市场的机会。与此同时，通过一系列合资企业，阿里巴巴-SW还活跃在云计算等其他行业。过去几个月股价大幅下跌，但我相信长期潜力巨大。如果股价上涨至500美元，我不会感到惊讶，尽管这不会在短期内发生。</blockquote></p><p> <b>BABA Stock Price</b></p><p><blockquote><b>阿里巴巴股价</b></blockquote></p><p> Since its IPO, Alibaba has seen strong share price gains, but it should also be mentioned that shares did peek in H2 2020, and have declined considerably since then:</p><p><blockquote>自IPO以来，阿里巴巴-SW股价强劲上涨，但也应该提到的是，股价在2020年下半年确实出现了小幅上涨，此后大幅下跌：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8079eeb5384ea003fb3725d3cd1e877f\" tg-width=\"635\" tg-height=\"403\"><span>Data byYCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Shares are now basically where they were one year ago, as the gains during summer 2020 have been erased when Ant Financial's IPO plans were stopped. The flat share price performance over the last year is somewhat surprising, though, as Alibaba continued to generate strong results in that time frame. During the last quarter, for example, Alibaba showcased a&nbsp;revenue growth rate of 64%, while revenue growth during the previous quarter was also very strong, at around 50%. This is not the only positive in Alibaba's earnings releases, however. The company also managed to grow its user count by 32 million during the most recent quarter alone, which equates to an annualized user growth rate of around 20%. This bodes well for future quarters, as more users on Alibaba's platform should translate into higher revenues. On top of that, the strong user growth shows that there is still growing demand for the shopping services that Alibaba's platforms offer -- the market is not saturated at all. Alibaba also managed to grow its EBITDA by 25% year over year, which is an attractive growth pace as well, and which was achieved despite growing investments in what management calls key growth areas. Income from operations, meanwhile, grew at an even faster pace, thanks to some operating leverage, rising by 48% year over year when adjusted for the fine that Alibaba had to pay during Q1. It makes, I believe, sense to back out this one-time item to get a clearer picture about Alibaba's underlying, \"core\" profitability during an average quarter.</p><p><blockquote>由于蚂蚁金服IPO计划被叫停后，2020年夏季的涨幅已被抹去，股价目前基本处于一年前的水平。不过，去年持平的股价表现有些令人惊讶，因为阿里巴巴-SW在此期间继续取得强劲业绩。例如，上一季度，阿里巴巴-SW的收入增长率为64%，而上一季度的收入增长也非常强劲，在50%左右。然而，这并不是阿里巴巴-SW财报中唯一的积极因素。仅在最近一个季度，该公司的用户数量就增加了3200万，相当于用户年化增长率约为20%。这对未来几个季度来说是个好兆头，因为阿里巴巴-SW平台上的更多用户应该会转化为更高的收入。最重要的是，强劲的用户增长表明，对阿里巴巴-SW平台提供的购物服务的需求仍在增长——市场根本没有饱和。阿里巴巴-SW的EBITDA也同比增长了25%，这也是一个有吸引力的增长速度，尽管管理层在评级关键增长领域的投资不断增加，但这一增长还是实现了。与此同时，由于一些运营杠杆，运营收入增长速度更快，经调整阿里巴巴-SW第一季度必须支付的罚款后，同比增长48%。我认为，为了更清楚地了解阿里巴巴-SW平均季度的基本“核心”盈利能力，放弃这一一次性项目是有意义的。</blockquote></p><p> Alibaba Group's weak share price performance, relative to the broad market and other tech names, is thus not the result of weak operating performance, but rather a result of multiple compression, driven by weak investor sentiment due to China exposure and&nbsp;fears about regulation.</p><p><blockquote>因此，相对于大盘和其他科技股，阿里巴巴-SW集团的股价表现疲软，并不是经营业绩疲软的结果，而是多重压缩的结果，原因是投资者情绪疲软以及对监管的担忧。</blockquote></p><p> At its current price of $220, BABA trades at a quite large discount compared to the current consensus analyst price target of $298. If Alibaba were to hit that, shares would gain 35%. Analyst price targets are usually issued with a 1-year time frame, thus, if the analyst community is correct, Alibaba could be a great investment. From a valuation standpoint, this price target doesn't seem outrageous at all, as $298 would equate to around 29x this year's expected net profits, or 23x next year's net earnings. The latter is likely the more telling one when we talk about a price target for summer 2022, i.e. 1 year from now.</p><p><blockquote>以目前220美元的价格计算，与目前分析师298美元的一致目标价相比，阿里巴巴的交易价格有相当大的折扣。如果阿里巴巴-SW达到这一目标，股价将上涨35%。分析师的价格目标通常以1年的时间框架发布，因此，如果分析师界是正确的，阿里巴巴-SW可能是一项伟大的投资。从估值的角度来看，这个目标价似乎一点也不离谱，因为298美元相当于今年预期净利润的29倍左右，或明年净利润的23倍。当我们谈论2022年夏季（即一年后）的价格目标时，后者可能更能说明问题。</blockquote></p><p> <b>Can Alibaba Stock Hit $500?</b></p><p><blockquote><b>阿里巴巴-SW股价能否触及500美元？</b></blockquote></p><p> The answer to that question, I think, depends on your time frame. If you are looking at a 12-month window, then Alibaba will most likely not be able to hit $500. The ~$300 price target seems achievable, although that is, of course, also not guaranteed. If, however, we take a longer-term view, then $500 seems like a share price that BABA could hit eventually. Let's look at a couple of examples.</p><p><blockquote>我认为，这个问题的答案取决于你的时间框架。如果你着眼于12个月的窗口期，那么阿里巴巴-SW很可能无法达到500美元。300美元左右的价格目标似乎是可以实现的，尽管这当然也不能保证。然而，如果我们从更长远的角度来看，那么500美元似乎是阿里巴巴最终可能触及的股价。让我们看几个例子。</blockquote></p><p> <i>- If Alibaba were to generate earnings per share of $20 at some point and traded at an earnings multiple of 25, then shares would trade at $500.</i></p><p><blockquote><i>-如果阿里巴巴-SW在某个时候每股收益为20美元，市盈率为25倍，那么股价将为500美元。</i></blockquote></p><p> <i>- If Alibaba were to generate earnings per share of $25 and traded at a 20x earnings multiple, then shares would trade at $500.</i></p><p><blockquote><i>-如果阿里巴巴-SW的每股收益为25美元，市盈率为20倍，那么股价将为500美元。</i></blockquote></p><p> <i>- If Alibaba were to generate earnings per share of $17 and traded at 29x its net profits, then shares would trade at (marginally below) $500.</i></p><p><blockquote><i>-如果阿里巴巴-SW的每股收益为17美元，交易价格为净利润的29倍，那么股价将为（略低于）500美元。</i></blockquote></p><p></p><p> We see that there are many scenarios that could get us to a $500 share price for BABA, some of them more likely than others. Of course, the higher your target multiple, the lower the earnings that would be required. This, in turn, means that the price target can be hit sooner, as less cumulative earnings growth would be required. When we take a look at how Alibaba was valued in the past, we see that the longer-term median earnings multiples for BABA look like this:</p><p><blockquote>我们看到，有很多情况可能会让阿里巴巴的股价达到500美元，其中一些情况比其他情况更有可能。当然，你的目标倍数越高，所需的收益就越低。这反过来意味着可以更快达到价格目标，因为所需的累计盈利增长较少。当我们看一下阿里巴巴-SW过去的估值时，我们会发现阿里巴巴的长期市盈率中位数如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd2d42b7094deb394266d6410287c2e4\" tg-width=\"635\" tg-height=\"436\"><span>Data byYCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> At 30-40x net earnings, Alibaba was clearly trading at a massive premium relative to how shares are valued today (around 20x this year's earnings). I think that the current valuation is too low, but on the other hand, I do not expect Alibaba to trade at 30, 35, or even 40x net profits in coming years. Due to the growing scale of Alibaba, which makes it a little harder to maintain its excellent growth in coming years, shares will likely trade at a lower valuation in coming years, compared to how they were valued in the past.</p><p><blockquote>阿里巴巴-SW的净利润为30-40倍，相对于目前的股价估值（约为今年盈利的20倍），显然存在巨大溢价。我认为目前的估值太低，但另一方面，我预计阿里巴巴-SW未来几年的净利润不会达到30倍、35倍甚至40倍。由于阿里巴巴-SW的规模不断扩大，这使得其在未来几年保持出色的增长变得更加困难，与过去的估值相比，未来几年的股价可能会较低。</blockquote></p><p> I still think that shares do have some valuation expansion potential from the current earnings multiple of around 21, thus let's assume that shares trade at 23x net profits in the future. This would still represent a massive discount versus the historic valuation, and also a substantial discount compared to how US-based high-tech mega-caps are valued -- Amazon (AMZN), for example, trades at 59x this year's earnings.</p><p><blockquote>我仍然认为，从目前21倍左右的市盈率来看，该股确实有一定的估值扩张潜力，因此让我们假设该股未来的净利润为23倍。与历史估值相比，这仍然是一个巨大的折扣，与美国高科技大型股的估值相比也是一个巨大的折扣——例如，亚马逊(AMZN)的交易价格是今年市盈率的59倍。</blockquote></p><p> If we want to get to a $500 share price for BABA using a 23x earnings multiple, then we get to earnings per share of $21.70 that Alibaba must generate. When could this be the case? In the following chart, we see EPS estimates for the current year, next year (CY 2022), and CY 2023:</p><p><blockquote>如果我们想使用23倍的市盈率将阿里巴巴的股价达到500美元，那么阿里巴巴-SW必须产生的每股收益为21.70美元。什么时候会是这种情况？在下图中，我们看到了本年度、明年（2022财年）和2023财年的每股收益预测：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fcf78e0b071eff9753afbdcd96f751c\" tg-width=\"635\" tg-height=\"436\"><span>Data byYCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> If analysts are right, Alibaba will not get to earn $22 a share through 2023, and I think that is realistic. I do not see earnings per share rising by 100%+ between this year and 2023, either. From 2023, it would take another 43% increase in Alibaba's earnings per share to get to $21.70, which is our \"target EPS\" for a $500 share price.</p><p><blockquote>如果分析师是对的，阿里巴巴-SW到2023年每股收益将无法达到22美元，我认为这是现实的。我也不认为今年到2023年间每股收益会增长100%以上。从2023年开始，阿里巴巴-SW的每股收益需要再增长43%才能达到21.70美元，这是我们500美元股价的“目标每股收益”。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b4c351b4b5eb3328191ccaa9a3b776c\" tg-width=\"635\" tg-height=\"403\"><span>Data byYCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Analysts are currently forecasting long-term EPS growth of around 27%, which would mean it would take Alibaba about 1.5 years to grow its EPS from $15.20 (2023 estimate) to our target of $21.70. Even if we assume that this is too optimistic and that growth will be just 20% in 2024 and 2025, EPS of $21.70 could be hit by the end of 2025. So, in other words, if Alibaba grows a little less than what analysts are forecasting right now, Alibaba could trade at $500 by the end of 2025 -- or 4.5 years from now. Note that this scenario does not require a high earnings multiple at all -- at 23x net profits, Alibaba wouldn't be expensive, I believe.</p><p><blockquote>分析师目前预测长期每股收益增长约为27%，这意味着阿里巴巴-SW需要大约1.5年的时间才能将每股收益从15.20美元（2023年估计）增长到我们21.70美元的目标。即使我们假设这过于乐观，2024年和2025年的增长率仅为20%，到2025年底每股收益也可能达到21.70美元。因此，换句话说，如果阿里巴巴-SW的增长略低于分析师目前的预测，那么到2025年底（即4.5年后），阿里巴巴-SW的交易价格可能会达到500美元。请注意，这种情况根本不需要很高的市盈率——我相信，阿里巴巴-SW的净利润为23倍，价格并不昂贵。</blockquote></p><p> We can get even more conservative and assume that the 2023 EPS estimate is 10% too high and that EPS will grow by just 17% a year in the years beyond 2023 (versus a long-term forecast of 27% a year by the analyst community). In that case, Alibaba would hit $21.70 in earnings per share in 2026, and shares would rise to $500 over the next 5.5 years. Even in this scenario, BABA wouldn't be a bad investment at all -- a 130% share price increase from the current level over the next 5.5 years would equate to annualized returns of 16%.</p><p><blockquote>我们可以更加保守地假设2023年每股收益预期过高10%，并且2023年之后的几年每股收益每年仅增长17%（而分析师社区的长期预测为每年27%）。在这种情况下，阿里巴巴-SW的每股收益将在2026年达到21.70美元，股价将在未来5.5年内升至500美元。即使在这种情况下，阿里巴巴也根本不是一项糟糕的投资——未来5.5年内股价较当前水平上涨130%，相当于年化回报率为16%。</blockquote></p><p> So, to sum this section up, I'd say<i>yes, BABA can hit $500</i>-- but it will realistically take a couple of years. By the mid-2020s, this seems like a very achievable goal to me, although there are, of course, no guarantees.</p><p><blockquote>所以，总结一下这一部分，我想说<i>是的，阿里巴巴可以达到500美元</i>——但实际上需要几年时间。到2020年代中期，对我来说，这似乎是一个非常可以实现的目标，尽管当然没有任何保证。</blockquote></p><p> <b>Is Alibaba Stock A Buy Or Sell Now?</b></p><p><blockquote><b>阿里巴巴-SW股票现在是买入还是卖出？</b></blockquote></p><p> Alibaba Group is, I believe, a strong investment. The company generates strong growth, profits from multiple long-term macro trends, such as growing consumer spending in China, growing e-commerce market share, and cloud computing. There are, however, risks to consider: Alibaba is highly China-dependent, and in case the economic growth story in China ends, Alibaba would be hurt a lot. On top of that, Alibaba could be targeted again by regulators, although I personally think that it is not in China's best interest to hurt one of its highest-growth tech companies.</p><p><blockquote>我认为，阿里巴巴-SW集团是一项强有力的投资。该公司增长强劲，利润来自多个长期宏观趋势，例如中国消费者支出的增长、电子商务市场份额的增长和云计算。然而，也有一些风险需要考虑：阿里巴巴-SW高度依赖中国，如果中国的经济增长故事结束，阿里巴巴-SW将受到很大伤害。最重要的是，阿里巴巴-SW可能会再次成为监管机构的目标，尽管我个人认为伤害中国增长最快的科技公司之一不符合中国的最佳利益。</blockquote></p><p></p><p> For those that worry about these risks, Alibaba may not be the right choice, but for those that see Alibaba as a potentially very rewarding play on Chinese consumers, BABA could be a strong pick in a diversified portfolio. I belong to the latter group and thus rate the stock a buy at current valuations, expecting significant upside over the coming years. Depending on your risk tolerance and how you weigh the opportunities and threats of investing in Chinese companies, you may decide differently, however.</p><p><blockquote>对于那些担心这些风险的人来说，阿里巴巴-SW可能不是正确的选择，但对于那些认为阿里巴巴-SW对中国消费者来说可能非常有益的投资的人来说，阿里巴巴可能是多元化投资组合中的一个强有力的选择。我属于后一类，因此按当前估值将该股评级为买入，预计未来几年将大幅上涨。然而，根据您的风险承受能力以及您如何权衡投资中国公司的机会和威胁，您可能会做出不同的决定。</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>Can Alibaba Stock Hit $500? If You Got Time, Yes<blockquote>阿里巴巴-SW股价能否触及500美元？如果你有时间，是的</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\">\nCan Alibaba Stock Hit $500? If You Got Time, Yes<blockquote>阿里巴巴-SW股价能否触及500美元？如果你有时间，是的</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-04 20:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Alibaba is a battleground stock where some see a lot of opportunities, while others see many risks.</li>  <li>I believe that there are both opportunities and risks, but would see the prior outweighing the latter.</li>  <li>In the long run, BABA has a chance of delivering strong gains for those that buy at the current, quite low, valuation.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/567d19950e6c8789ce2192b4503f0fa5\" tg-width=\"1536\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><span>Photo by efetova/iStock via Getty Images</span></p><p><blockquote><ul><li>阿里巴巴-SW是一只战场股票，有些人看到了很多机会，而另一些人则看到了很多风险。</li><li>我相信机遇和风险都存在，但我认为前者大于后者。</li><li>从长远来看，阿里巴巴有机会为那些以目前相当低的估值买入的人带来强劲收益。</li></ul><p class=\"t-img-caption\"><span>摄影：efetova/iStock，来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Alibaba Group (BABA) is a leading global high-tech name that continues to generate attractive growth and that offers investors exposure to the high-growth Chinese consumer market. At the same time, through a range of ventures, Alibaba is also active in additional industries, such as cloud computing. Shares have declined considerably over the last couple of months, but I believe that the long-term potential is significant. I would not be surprised to see shares rise towards $500, although that will not happen in the near term.</p><p><blockquote>阿里巴巴-SW集团（BABA）是一家全球领先的高科技公司，持续产生有吸引力的增长，并为投资者提供了接触高增长的中国消费市场的机会。与此同时，通过一系列合资企业，阿里巴巴-SW还活跃在云计算等其他行业。过去几个月股价大幅下跌，但我相信长期潜力巨大。如果股价上涨至500美元，我不会感到惊讶，尽管这不会在短期内发生。</blockquote></p><p> <b>BABA Stock Price</b></p><p><blockquote><b>阿里巴巴股价</b></blockquote></p><p> Since its IPO, Alibaba has seen strong share price gains, but it should also be mentioned that shares did peek in H2 2020, and have declined considerably since then:</p><p><blockquote>自IPO以来，阿里巴巴-SW股价强劲上涨，但也应该提到的是，股价在2020年下半年确实出现了小幅上涨，此后大幅下跌：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8079eeb5384ea003fb3725d3cd1e877f\" tg-width=\"635\" tg-height=\"403\"><span>Data byYCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Shares are now basically where they were one year ago, as the gains during summer 2020 have been erased when Ant Financial's IPO plans were stopped. The flat share price performance over the last year is somewhat surprising, though, as Alibaba continued to generate strong results in that time frame. During the last quarter, for example, Alibaba showcased a&nbsp;revenue growth rate of 64%, while revenue growth during the previous quarter was also very strong, at around 50%. This is not the only positive in Alibaba's earnings releases, however. The company also managed to grow its user count by 32 million during the most recent quarter alone, which equates to an annualized user growth rate of around 20%. This bodes well for future quarters, as more users on Alibaba's platform should translate into higher revenues. On top of that, the strong user growth shows that there is still growing demand for the shopping services that Alibaba's platforms offer -- the market is not saturated at all. Alibaba also managed to grow its EBITDA by 25% year over year, which is an attractive growth pace as well, and which was achieved despite growing investments in what management calls key growth areas. Income from operations, meanwhile, grew at an even faster pace, thanks to some operating leverage, rising by 48% year over year when adjusted for the fine that Alibaba had to pay during Q1. It makes, I believe, sense to back out this one-time item to get a clearer picture about Alibaba's underlying, \"core\" profitability during an average quarter.</p><p><blockquote>由于蚂蚁金服IPO计划被叫停后，2020年夏季的涨幅已被抹去，股价目前基本处于一年前的水平。不过，去年持平的股价表现有些令人惊讶，因为阿里巴巴-SW在此期间继续取得强劲业绩。例如，上一季度，阿里巴巴-SW的收入增长率为64%，而上一季度的收入增长也非常强劲，在50%左右。然而，这并不是阿里巴巴-SW财报中唯一的积极因素。仅在最近一个季度，该公司的用户数量就增加了3200万，相当于用户年化增长率约为20%。这对未来几个季度来说是个好兆头，因为阿里巴巴-SW平台上的更多用户应该会转化为更高的收入。最重要的是，强劲的用户增长表明，对阿里巴巴-SW平台提供的购物服务的需求仍在增长——市场根本没有饱和。阿里巴巴-SW的EBITDA也同比增长了25%，这也是一个有吸引力的增长速度，尽管管理层在评级关键增长领域的投资不断增加，但这一增长还是实现了。与此同时，由于一些运营杠杆，运营收入增长速度更快，经调整阿里巴巴-SW第一季度必须支付的罚款后，同比增长48%。我认为，为了更清楚地了解阿里巴巴-SW平均季度的基本“核心”盈利能力，放弃这一一次性项目是有意义的。</blockquote></p><p> Alibaba Group's weak share price performance, relative to the broad market and other tech names, is thus not the result of weak operating performance, but rather a result of multiple compression, driven by weak investor sentiment due to China exposure and&nbsp;fears about regulation.</p><p><blockquote>因此，相对于大盘和其他科技股，阿里巴巴-SW集团的股价表现疲软，并不是经营业绩疲软的结果，而是多重压缩的结果，原因是投资者情绪疲软以及对监管的担忧。</blockquote></p><p> At its current price of $220, BABA trades at a quite large discount compared to the current consensus analyst price target of $298. If Alibaba were to hit that, shares would gain 35%. Analyst price targets are usually issued with a 1-year time frame, thus, if the analyst community is correct, Alibaba could be a great investment. From a valuation standpoint, this price target doesn't seem outrageous at all, as $298 would equate to around 29x this year's expected net profits, or 23x next year's net earnings. The latter is likely the more telling one when we talk about a price target for summer 2022, i.e. 1 year from now.</p><p><blockquote>以目前220美元的价格计算，与目前分析师298美元的一致目标价相比，阿里巴巴的交易价格有相当大的折扣。如果阿里巴巴-SW达到这一目标，股价将上涨35%。分析师的价格目标通常以1年的时间框架发布，因此，如果分析师界是正确的，阿里巴巴-SW可能是一项伟大的投资。从估值的角度来看，这个目标价似乎一点也不离谱，因为298美元相当于今年预期净利润的29倍左右，或明年净利润的23倍。当我们谈论2022年夏季（即一年后）的价格目标时，后者可能更能说明问题。</blockquote></p><p> <b>Can Alibaba Stock Hit $500?</b></p><p><blockquote><b>阿里巴巴-SW股价能否触及500美元？</b></blockquote></p><p> The answer to that question, I think, depends on your time frame. If you are looking at a 12-month window, then Alibaba will most likely not be able to hit $500. The ~$300 price target seems achievable, although that is, of course, also not guaranteed. If, however, we take a longer-term view, then $500 seems like a share price that BABA could hit eventually. Let's look at a couple of examples.</p><p><blockquote>我认为，这个问题的答案取决于你的时间框架。如果你着眼于12个月的窗口期，那么阿里巴巴-SW很可能无法达到500美元。300美元左右的价格目标似乎是可以实现的，尽管这当然也不能保证。然而，如果我们从更长远的角度来看，那么500美元似乎是阿里巴巴最终可能触及的股价。让我们看几个例子。</blockquote></p><p> <i>- If Alibaba were to generate earnings per share of $20 at some point and traded at an earnings multiple of 25, then shares would trade at $500.</i></p><p><blockquote><i>-如果阿里巴巴-SW在某个时候每股收益为20美元，市盈率为25倍，那么股价将为500美元。</i></blockquote></p><p> <i>- If Alibaba were to generate earnings per share of $25 and traded at a 20x earnings multiple, then shares would trade at $500.</i></p><p><blockquote><i>-如果阿里巴巴-SW的每股收益为25美元，市盈率为20倍，那么股价将为500美元。</i></blockquote></p><p> <i>- If Alibaba were to generate earnings per share of $17 and traded at 29x its net profits, then shares would trade at (marginally below) $500.</i></p><p><blockquote><i>-如果阿里巴巴-SW的每股收益为17美元，交易价格为净利润的29倍，那么股价将为（略低于）500美元。</i></blockquote></p><p></p><p> We see that there are many scenarios that could get us to a $500 share price for BABA, some of them more likely than others. Of course, the higher your target multiple, the lower the earnings that would be required. This, in turn, means that the price target can be hit sooner, as less cumulative earnings growth would be required. When we take a look at how Alibaba was valued in the past, we see that the longer-term median earnings multiples for BABA look like this:</p><p><blockquote>我们看到，有很多情况可能会让阿里巴巴的股价达到500美元，其中一些情况比其他情况更有可能。当然，你的目标倍数越高，所需的收益就越低。这反过来意味着可以更快达到价格目标，因为所需的累计盈利增长较少。当我们看一下阿里巴巴-SW过去的估值时，我们会发现阿里巴巴的长期市盈率中位数如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd2d42b7094deb394266d6410287c2e4\" tg-width=\"635\" tg-height=\"436\"><span>Data byYCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> At 30-40x net earnings, Alibaba was clearly trading at a massive premium relative to how shares are valued today (around 20x this year's earnings). I think that the current valuation is too low, but on the other hand, I do not expect Alibaba to trade at 30, 35, or even 40x net profits in coming years. Due to the growing scale of Alibaba, which makes it a little harder to maintain its excellent growth in coming years, shares will likely trade at a lower valuation in coming years, compared to how they were valued in the past.</p><p><blockquote>阿里巴巴-SW的净利润为30-40倍，相对于目前的股价估值（约为今年盈利的20倍），显然存在巨大溢价。我认为目前的估值太低，但另一方面，我预计阿里巴巴-SW未来几年的净利润不会达到30倍、35倍甚至40倍。由于阿里巴巴-SW的规模不断扩大，这使得其在未来几年保持出色的增长变得更加困难，与过去的估值相比，未来几年的股价可能会较低。</blockquote></p><p> I still think that shares do have some valuation expansion potential from the current earnings multiple of around 21, thus let's assume that shares trade at 23x net profits in the future. This would still represent a massive discount versus the historic valuation, and also a substantial discount compared to how US-based high-tech mega-caps are valued -- Amazon (AMZN), for example, trades at 59x this year's earnings.</p><p><blockquote>我仍然认为，从目前21倍左右的市盈率来看，该股确实有一定的估值扩张潜力，因此让我们假设该股未来的净利润为23倍。与历史估值相比，这仍然是一个巨大的折扣，与美国高科技大型股的估值相比也是一个巨大的折扣——例如，亚马逊(AMZN)的交易价格是今年市盈率的59倍。</blockquote></p><p> If we want to get to a $500 share price for BABA using a 23x earnings multiple, then we get to earnings per share of $21.70 that Alibaba must generate. When could this be the case? In the following chart, we see EPS estimates for the current year, next year (CY 2022), and CY 2023:</p><p><blockquote>如果我们想使用23倍的市盈率将阿里巴巴的股价达到500美元，那么阿里巴巴-SW必须产生的每股收益为21.70美元。什么时候会是这种情况？在下图中，我们看到了本年度、明年（2022财年）和2023财年的每股收益预测：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fcf78e0b071eff9753afbdcd96f751c\" tg-width=\"635\" tg-height=\"436\"><span>Data byYCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> If analysts are right, Alibaba will not get to earn $22 a share through 2023, and I think that is realistic. I do not see earnings per share rising by 100%+ between this year and 2023, either. From 2023, it would take another 43% increase in Alibaba's earnings per share to get to $21.70, which is our \"target EPS\" for a $500 share price.</p><p><blockquote>如果分析师是对的，阿里巴巴-SW到2023年每股收益将无法达到22美元，我认为这是现实的。我也不认为今年到2023年间每股收益会增长100%以上。从2023年开始，阿里巴巴-SW的每股收益需要再增长43%才能达到21.70美元，这是我们500美元股价的“目标每股收益”。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b4c351b4b5eb3328191ccaa9a3b776c\" tg-width=\"635\" tg-height=\"403\"><span>Data byYCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Analysts are currently forecasting long-term EPS growth of around 27%, which would mean it would take Alibaba about 1.5 years to grow its EPS from $15.20 (2023 estimate) to our target of $21.70. Even if we assume that this is too optimistic and that growth will be just 20% in 2024 and 2025, EPS of $21.70 could be hit by the end of 2025. So, in other words, if Alibaba grows a little less than what analysts are forecasting right now, Alibaba could trade at $500 by the end of 2025 -- or 4.5 years from now. Note that this scenario does not require a high earnings multiple at all -- at 23x net profits, Alibaba wouldn't be expensive, I believe.</p><p><blockquote>分析师目前预测长期每股收益增长约为27%，这意味着阿里巴巴-SW需要大约1.5年的时间才能将每股收益从15.20美元（2023年估计）增长到我们21.70美元的目标。即使我们假设这过于乐观，2024年和2025年的增长率仅为20%，到2025年底每股收益也可能达到21.70美元。因此，换句话说，如果阿里巴巴-SW的增长略低于分析师目前的预测，那么到2025年底（即4.5年后），阿里巴巴-SW的交易价格可能会达到500美元。请注意，这种情况根本不需要很高的市盈率——我相信，阿里巴巴-SW的净利润为23倍，价格并不昂贵。</blockquote></p><p> We can get even more conservative and assume that the 2023 EPS estimate is 10% too high and that EPS will grow by just 17% a year in the years beyond 2023 (versus a long-term forecast of 27% a year by the analyst community). In that case, Alibaba would hit $21.70 in earnings per share in 2026, and shares would rise to $500 over the next 5.5 years. Even in this scenario, BABA wouldn't be a bad investment at all -- a 130% share price increase from the current level over the next 5.5 years would equate to annualized returns of 16%.</p><p><blockquote>我们可以更加保守地假设2023年每股收益预期过高10%，并且2023年之后的几年每股收益每年仅增长17%（而分析师社区的长期预测为每年27%）。在这种情况下，阿里巴巴-SW的每股收益将在2026年达到21.70美元，股价将在未来5.5年内升至500美元。即使在这种情况下，阿里巴巴也根本不是一项糟糕的投资——未来5.5年内股价较当前水平上涨130%，相当于年化回报率为16%。</blockquote></p><p> So, to sum this section up, I'd say<i>yes, BABA can hit $500</i>-- but it will realistically take a couple of years. By the mid-2020s, this seems like a very achievable goal to me, although there are, of course, no guarantees.</p><p><blockquote>所以，总结一下这一部分，我想说<i>是的，阿里巴巴可以达到500美元</i>——但实际上需要几年时间。到2020年代中期，对我来说，这似乎是一个非常可以实现的目标，尽管当然没有任何保证。</blockquote></p><p> <b>Is Alibaba Stock A Buy Or Sell Now?</b></p><p><blockquote><b>阿里巴巴-SW股票现在是买入还是卖出？</b></blockquote></p><p> Alibaba Group is, I believe, a strong investment. The company generates strong growth, profits from multiple long-term macro trends, such as growing consumer spending in China, growing e-commerce market share, and cloud computing. There are, however, risks to consider: Alibaba is highly China-dependent, and in case the economic growth story in China ends, Alibaba would be hurt a lot. On top of that, Alibaba could be targeted again by regulators, although I personally think that it is not in China's best interest to hurt one of its highest-growth tech companies.</p><p><blockquote>我认为，阿里巴巴-SW集团是一项强有力的投资。该公司增长强劲，利润来自多个长期宏观趋势，例如中国消费者支出的增长、电子商务市场份额的增长和云计算。然而，也有一些风险需要考虑：阿里巴巴-SW高度依赖中国，如果中国的经济增长故事结束，阿里巴巴-SW将受到很大伤害。最重要的是，阿里巴巴-SW可能会再次成为监管机构的目标，尽管我个人认为伤害中国增长最快的科技公司之一不符合中国的最佳利益。</blockquote></p><p></p><p> For those that worry about these risks, Alibaba may not be the right choice, but for those that see Alibaba as a potentially very rewarding play on Chinese consumers, BABA could be a strong pick in a diversified portfolio. I belong to the latter group and thus rate the stock a buy at current valuations, expecting significant upside over the coming years. Depending on your risk tolerance and how you weigh the opportunities and threats of investing in Chinese companies, you may decide differently, however.</p><p><blockquote>对于那些担心这些风险的人来说，阿里巴巴-SW可能不是正确的选择，但对于那些认为阿里巴巴-SW对中国消费者来说可能非常有益的投资的人来说，阿里巴巴可能是多元化投资组合中的一个强有力的选择。我属于后一类，因此按当前估值将该股评级为买入，预计未来几年将大幅上涨。然而，根据您的风险承受能力以及您如何权衡投资中国公司的机会和威胁，您可能会做出不同的决定。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4432992-alibaba-stock-hit-500\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4432992-alibaba-stock-hit-500","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154529120","content_text":"Summary\n\nAlibaba is a battleground stock where some see a lot of opportunities, while others see many risks.\nI believe that there are both opportunities and risks, but would see the prior outweighing the latter.\nIn the long run, BABA has a chance of delivering strong gains for those that buy at the current, quite low, valuation.\n\nPhoto by efetova/iStock via Getty Images\nArticle Thesis\nAlibaba Group (BABA) is a leading global high-tech name that continues to generate attractive growth and that offers investors exposure to the high-growth Chinese consumer market. At the same time, through a range of ventures, Alibaba is also active in additional industries, such as cloud computing. Shares have declined considerably over the last couple of months, but I believe that the long-term potential is significant. I would not be surprised to see shares rise towards $500, although that will not happen in the near term.\nBABA Stock Price\nSince its IPO, Alibaba has seen strong share price gains, but it should also be mentioned that shares did peek in H2 2020, and have declined considerably since then:\nData byYCharts\nShares are now basically where they were one year ago, as the gains during summer 2020 have been erased when Ant Financial's IPO plans were stopped. The flat share price performance over the last year is somewhat surprising, though, as Alibaba continued to generate strong results in that time frame. During the last quarter, for example, Alibaba showcased a revenue growth rate of 64%, while revenue growth during the previous quarter was also very strong, at around 50%. This is not the only positive in Alibaba's earnings releases, however. The company also managed to grow its user count by 32 million during the most recent quarter alone, which equates to an annualized user growth rate of around 20%. This bodes well for future quarters, as more users on Alibaba's platform should translate into higher revenues. On top of that, the strong user growth shows that there is still growing demand for the shopping services that Alibaba's platforms offer -- the market is not saturated at all. Alibaba also managed to grow its EBITDA by 25% year over year, which is an attractive growth pace as well, and which was achieved despite growing investments in what management calls key growth areas. Income from operations, meanwhile, grew at an even faster pace, thanks to some operating leverage, rising by 48% year over year when adjusted for the fine that Alibaba had to pay during Q1. It makes, I believe, sense to back out this one-time item to get a clearer picture about Alibaba's underlying, \"core\" profitability during an average quarter.\nAlibaba Group's weak share price performance, relative to the broad market and other tech names, is thus not the result of weak operating performance, but rather a result of multiple compression, driven by weak investor sentiment due to China exposure and fears about regulation.\nAt its current price of $220, BABA trades at a quite large discount compared to the current consensus analyst price target of $298. If Alibaba were to hit that, shares would gain 35%. Analyst price targets are usually issued with a 1-year time frame, thus, if the analyst community is correct, Alibaba could be a great investment. From a valuation standpoint, this price target doesn't seem outrageous at all, as $298 would equate to around 29x this year's expected net profits, or 23x next year's net earnings. The latter is likely the more telling one when we talk about a price target for summer 2022, i.e. 1 year from now.\nCan Alibaba Stock Hit $500?\nThe answer to that question, I think, depends on your time frame. If you are looking at a 12-month window, then Alibaba will most likely not be able to hit $500. The ~$300 price target seems achievable, although that is, of course, also not guaranteed. If, however, we take a longer-term view, then $500 seems like a share price that BABA could hit eventually. Let's look at a couple of examples.\n- If Alibaba were to generate earnings per share of $20 at some point and traded at an earnings multiple of 25, then shares would trade at $500.\n- If Alibaba were to generate earnings per share of $25 and traded at a 20x earnings multiple, then shares would trade at $500.\n- If Alibaba were to generate earnings per share of $17 and traded at 29x its net profits, then shares would trade at (marginally below) $500.\nWe see that there are many scenarios that could get us to a $500 share price for BABA, some of them more likely than others. Of course, the higher your target multiple, the lower the earnings that would be required. This, in turn, means that the price target can be hit sooner, as less cumulative earnings growth would be required. When we take a look at how Alibaba was valued in the past, we see that the longer-term median earnings multiples for BABA look like this:\nData byYCharts\nAt 30-40x net earnings, Alibaba was clearly trading at a massive premium relative to how shares are valued today (around 20x this year's earnings). I think that the current valuation is too low, but on the other hand, I do not expect Alibaba to trade at 30, 35, or even 40x net profits in coming years. Due to the growing scale of Alibaba, which makes it a little harder to maintain its excellent growth in coming years, shares will likely trade at a lower valuation in coming years, compared to how they were valued in the past.\nI still think that shares do have some valuation expansion potential from the current earnings multiple of around 21, thus let's assume that shares trade at 23x net profits in the future. This would still represent a massive discount versus the historic valuation, and also a substantial discount compared to how US-based high-tech mega-caps are valued -- Amazon (AMZN), for example, trades at 59x this year's earnings.\nIf we want to get to a $500 share price for BABA using a 23x earnings multiple, then we get to earnings per share of $21.70 that Alibaba must generate. When could this be the case? In the following chart, we see EPS estimates for the current year, next year (CY 2022), and CY 2023:\nData byYCharts\nIf analysts are right, Alibaba will not get to earn $22 a share through 2023, and I think that is realistic. I do not see earnings per share rising by 100%+ between this year and 2023, either. From 2023, it would take another 43% increase in Alibaba's earnings per share to get to $21.70, which is our \"target EPS\" for a $500 share price.\nData byYCharts\nAnalysts are currently forecasting long-term EPS growth of around 27%, which would mean it would take Alibaba about 1.5 years to grow its EPS from $15.20 (2023 estimate) to our target of $21.70. Even if we assume that this is too optimistic and that growth will be just 20% in 2024 and 2025, EPS of $21.70 could be hit by the end of 2025. So, in other words, if Alibaba grows a little less than what analysts are forecasting right now, Alibaba could trade at $500 by the end of 2025 -- or 4.5 years from now. Note that this scenario does not require a high earnings multiple at all -- at 23x net profits, Alibaba wouldn't be expensive, I believe.\nWe can get even more conservative and assume that the 2023 EPS estimate is 10% too high and that EPS will grow by just 17% a year in the years beyond 2023 (versus a long-term forecast of 27% a year by the analyst community). In that case, Alibaba would hit $21.70 in earnings per share in 2026, and shares would rise to $500 over the next 5.5 years. Even in this scenario, BABA wouldn't be a bad investment at all -- a 130% share price increase from the current level over the next 5.5 years would equate to annualized returns of 16%.\nSo, to sum this section up, I'd sayyes, BABA can hit $500-- but it will realistically take a couple of years. By the mid-2020s, this seems like a very achievable goal to me, although there are, of course, no guarantees.\nIs Alibaba Stock A Buy Or Sell Now?\nAlibaba Group is, I believe, a strong investment. The company generates strong growth, profits from multiple long-term macro trends, such as growing consumer spending in China, growing e-commerce market share, and cloud computing. There are, however, risks to consider: Alibaba is highly China-dependent, and in case the economic growth story in China ends, Alibaba would be hurt a lot. On top of that, Alibaba could be targeted again by regulators, although I personally think that it is not in China's best interest to hurt one of its highest-growth tech companies.\nFor those that worry about these risks, Alibaba may not be the right choice, but for those that see Alibaba as a potentially very rewarding play on Chinese consumers, BABA could be a strong pick in a diversified portfolio. I belong to the latter group and thus rate the stock a buy at current valuations, expecting significant upside over the coming years. Depending on your risk tolerance and how you weigh the opportunities and threats of investing in Chinese companies, you may decide differently, however.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":631604785,"gmtCreate":1644625403111,"gmtModify":1644625403325,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Let's pray for war rhetoric in Ukraine would de-escalate (:[Bless]&nbsp;","listText":"Let's pray for war rhetoric in Ukraine would de-escalate (:[Bless]&nbsp;","text":"Let's pray for war rhetoric in Ukraine would de-escalate (:[Bless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631604785","repostId":"2210652351","repostType":4,"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601781412,"gmtCreate":1638570238635,"gmtModify":1638570238723,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Go, Go Go Grab Holdings !!","listText":"Go, Go Go Grab Holdings !!","text":"Go, Go Go Grab Holdings !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601781412","repostId":"1135581145","repostType":2,"repost":{"id":"1135581145","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":1638544438,"share":"https://www.laohu8.com/m/news/1135581145?lang=zh_CN&edition=full","pubTime":"2021-12-03 23:13","market":"us","language":"en","title":"Sea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd股价下跌6%，Grab上涨近3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135581145","media":"Tiger Newspress","summary":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","content":"<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p><p><blockquote>Sea Ltd股价在早盘交易中下跌6%，而Grab则上涨近3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></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>Sea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd股价下跌6%，Grab上涨近3%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd股价下跌6%，Grab上涨近3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-03 23:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p><p><blockquote>Sea Ltd股价在早盘交易中下跌6%，而Grab则上涨近3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings","SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135581145","content_text":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","news_type":1,"symbols_score_info":{"GRAB":0.9,"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877156991,"gmtCreate":1637902257507,"gmtModify":1637902257576,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"Looking fwd to see Starbucks soar !","listText":"Looking fwd to see Starbucks soar !","text":"Looking fwd to see Starbucks soar !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877156991","repostId":"1117075175","repostType":4,"repost":{"id":"1117075175","kind":"news","pubTimestamp":1637888766,"share":"https://www.laohu8.com/m/news/1117075175?lang=zh_CN&edition=full","pubTime":"2021-11-26 09:06","market":"us","language":"en","title":"3 Hot Stocks That Offer Great Dividends<blockquote>3只提供丰厚股息的热门股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117075175","media":"Motley Fool","summary":"These companies all posted excellent earnings and are also increasing their payouts to investors.","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Target's store sales are still growing in the double digits.</li>  <li>Despite its size, Walmart is finding new ways to expand.</li>  <li>Starbucks is making a big push outside of the U.S.</li> </ul> Earnings season is winding down, and there was lots of good news as well as some surprises. Many retailers that benefited from last year's pandemic-related, sales spurt continued to see strong earnings -- much to the delight of their shareholders. Even better, some of these retailers are also managing to grow their dividends, making these shares even smarter buys.</p><p><blockquote><ul><li>塔吉特的门店销售额仍在以两位数增长。</li><li>尽管沃尔玛规模庞大，但它正在寻找新的扩张方式。</li><li>星巴克正在大力进军美国以外的市场。</li></ul>财报季即将结束，有很多好消息也有一些惊喜。许多受益于去年大流行相关销售激增的零售商继续看到强劲的盈利——这让他们的股东非常高兴。更好的是，其中一些零售商还设法增加股息，使这些股票成为更明智的购买。</blockquote></p><p> <b>Target</b>(NYSE:TGT),<b>Walmart</b>(NYSE:WMT), and&nbsp;<b>Starbucks</b>(NASDAQ:SBUX)&nbsp;all posted great earnings recently and upped their dividends too. Let's see why this should cheer investors.</p><p><blockquote><b>目标</b>（纽约证券交易所代码：TGT），<b>沃尔玛</b>（纽约证券交易所代码：WMT），以及<b>星巴克</b>（纳斯达克股票代码：SBUX）最近都公布了出色的收益，并提高了股息。让我们看看为什么这应该让投资者感到高兴。</blockquote></p><p> <b>Proving itself as the retailer of choice again</b></p><p><blockquote><b>再次证明自己是首选零售商</b></blockquote></p><p> Mega-retailer Target continues to dominate the U.S. market, and the reason is not a mystery. It comes down to Target's three important strengths: omnichannel capabilities, a commitment to value, and creativity in the distribution process. And it's the way these three ingredients all work together that make the retail chain a force in shopping. It helped fuel a 12% increase in comparable-store sales, or comps, in the third quarter.</p><p><blockquote>大型零售商塔吉特继续主导美国市场，原因并不神秘。这可以归结为塔吉特的三个重要优势：全渠道能力、对价值的承诺以及分销过程中的创造力。正是这三个因素共同作用的方式使零售连锁店成为购物的一股力量。它帮助推动第三季度同店销售额增长12%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce5f18412415c25407cdd7eb405a7f89\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> First, there's its omnichannel focus. Target has been pumping money into its digital program for years, developing a strong backbone of features to support all the ways customers want to shop. It has also renovated stores and built out new store formats to bring it all together. We can see this in the third quarter: store sales increased $3.8 billion and digital sales grew by $3.1 billion. While stores led the way, both segments are now contributing meaningfully to total sales growth.</p><p><blockquote>首先，它的全渠道重点。Target多年来一直在向其数字计划投入资金，开发强大的功能支柱，以支持顾客想要的所有购物方式。它还翻新了商店并建立了新的商店业态，将所有这些整合在一起。我们可以在第三季度看到这一点：商店销售额增长了38亿美元，数字销售额增长了31亿美元。虽然商店处于领先地位，但这两个细分市场现在都为总销售额增长做出了有意义的贡献。</blockquote></p><p> As for value, Target has created and expanded several lines of its own brands that mimic top labels in terms of quality and design but offer more affordability.</p><p><blockquote>至于价值，塔吉特已经创建并扩展了几个自有品牌系列，这些品牌在质量和设计方面模仿顶级品牌，但价格更实惠。</blockquote></p><p> The distribution process has also played an important role in the company's ability to effectively grow its digital business. More than 95% of digital orders were filled in-store in Q3, a percentage the company has been able to maintain for the past three quarters. Its mix of same-day options also works together to get products to shoppers faster and cheaper.</p><p><blockquote>分销流程也对公司有效发展数字业务的能力发挥了重要作用。第三季度，超过95%的数字订单是在店内完成的，该公司在过去三个季度一直能够保持这一比例。它的当天选项组合也可以更快、更便宜地将产品送到购物者手中。</blockquote></p><p> Chief operating officer John Mulligan said in March: \"The ... way we see our costs come down is through the mix. Drive-up, order pick-up, and Shipt all have much better economics ... than shipping from the back of our stores, which also has better economics than shipping from our fulfillment centers.\"</p><p><blockquote>首席运营官约翰·穆里根(John Mulligan)在3月份表示：“……我们看到成本下降的方式是通过组合。免下车、订单提货和运输都具有更好的经济性……比从后面发货我们的商店，这也比从我们的履行中心发货具有更好的经济性。”</blockquote></p><p> In September, Target announced a 32% increase in its dividend to $0.90. The stock's yield at its current price is 1.27%. That's the company's 50th consecutive annual dividend increase, and with it Target joined the elite ranks of&nbsp;Dividend Kings.</p><p><blockquote>9月，塔吉特宣布将股息增加32%至0.90美元。该股当前价格的收益率为1.27%。这是该公司连续第50次年度股息增加，塔吉特也随之加入了股息之王的精英行列。</blockquote></p><p> <b>Still the largest retailer in the U.S.</b></p><p><blockquote><b>仍然是美国最大的零售商。</b></blockquote></p><p> Walmart also benefited from customers returning to stores in the third quarter. The world's largest retailer posted a 9% year-over-year increase in U.S. comps and raised its full-year outlook to more than 6% growth in sales.</p><p><blockquote>沃尔玛还受益于第三季度顾客重返商店。这家全球最大的零售商公布美国销售额同比增长9%，并将全年销售额增长预期上调至6%以上。</blockquote></p><p> It's difficult to compete with Walmart's breadth. It operates more than 4,700 stores in the U.S. alone and more than 10,000 worldwide. Yet it's still finding ways to grow. Advertising is becoming a bigger part of its sales strategy.</p><p><blockquote>很难与沃尔玛的广度竞争。该公司仅在美国就经营着4,700多家商店，在全球经营着10,000多家商店。然而，它仍在寻找增长的方法。广告正成为其销售策略中更重要的一部分。</blockquote></p><p> The company is also leaning into artificial intelligence to improve its platform, using technology-driven models to offer more competitive services. For example, it's overhauling its last-mile delivery systems, typically a more challenging part of the process since it relies on local shipping agents. It's using a new, data-driven program to spread delivery across more drivers.</p><p><blockquote>该公司还倾向于人工智能来改进其平台，使用技术驱动的模型来提供更具竞争力的服务。例如，它正在彻底检查其最后一英里的交付系统，这通常是该过程中更具挑战性的部分，因为它依赖于当地的运输代理。它正在使用一种新的数据驱动程序将交付范围扩大到更多的司机。</blockquote></p><p> It's also taking on big clients like&nbsp;<b>Home Depot</b>, providing them last-mile delivery service under the client's name. These are the kinds of initiatives that will generate more growth for the mega-retailer as store count becomes a less sustainable way to grow.</p><p><blockquote>它还与大客户合作，例如<b>家得宝</b>，以客户的名义为他们提供最后一英里的送货服务。随着商店数量成为一种不太可持续的增长方式，这些举措将为这家大型零售商带来更多增长。</blockquote></p><p> Walmart is also working to generate more organic growth. On the Q3 earnings call, CEO Doug McMillon said, \"Our international markets are building flywheels that have common characteristics with each other -- and with the U.S. -- which helps us innovate and leverage the technology we're building.\"</p><p><blockquote>沃尔玛也在努力实现更多的有机增长。在第三季度收益看涨期权上，首席执行官道格·麦克米伦(Doug McMillon)表示：“我们的国际市场正在制造彼此以及与美国具有共同特征的飞轮，这有助于我们创新和利用我们正在开发的技术。”</blockquote></p><p> Walmart raised its dividend in February to $0.55, and the stock yields 1.5% at its current price. That is the company's 48th consecutive annual dividend increase. Impressive, indeed.</p><p><blockquote>沃尔玛2月份将股息提高至0.55美元，按当前价格计算，该股收益率为1.5%。这是该公司连续第48次年度增加股息。确实令人印象深刻。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b73c1a3f83733f860e86a13221f48c38\" tg-width=\"2000\" tg-height=\"1335\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: STARBUCKS,</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：星巴克，</span></p></blockquote></p><p> <b>An empire of coffee</b></p><p><blockquote><b>咖啡帝国</b></blockquote></p><p></p><p> Starbucks notched another win in its recovery from pandemic lows in its 2021 fiscal fourth quarter. For the period ended Oct. 3, overall revenue increased 31% year over year while comps grew 17%.</p><p><blockquote>星巴克在2021财年第四季度从疫情低点复苏的过程中再次取得胜利。截至10月3日的期间，整体收入同比增长31%，而比较收入增长17%。</blockquote></p><p> If you already feel like there's a Starbucks on every corner, consider that by 2030 the company is planning to add another 21,000 stores to its nearly 34,000 current locations. Next year alone it has 2,000 new stores planned, up from over 1,100 in 2021 -- and 75% of them outside the U.S.</p><p><blockquote>如果您已经觉得每个角落都有一家星巴克，请考虑到该公司计划到2030年在其现有近34,000家门店的基础上再增加21,000家门店。仅明年，该公司就计划开设2,000家新店，高于2021年的1,100多家，其中75%位于美国境外。</blockquote></p><p> The company is also growing in more than store count, cultivating relationships to bring ready-to-drink products like bottled cold brew to a wider resale market through deals with bottlers and other suppliers.</p><p><blockquote>该公司的增长也超过了商店数量，通过与装瓶商和其他供应商的交易，培养关系，将瓶装冷萃等即饮产品引入更广泛的转售市场。</blockquote></p><p> Although Starbucks' stock price fell after the Q4 report due to supply-chain fears, the company has made aggressive moves to maintain its merchandise supply and meet holiday demand.</p><p><blockquote>尽管星巴克股价在第四季度报告发布后因供应链担忧而下跌，但该公司已采取积极措施维持商品供应并满足假期需求。</blockquote></p><p> For the full fiscal 2022, management predicts almost 14% sales growth, ahead of its earlier 8% to 10% estimate. The company also said it expects some margin pressure&nbsp;due to wage increases, but anticipates better working conditions to result in improved customer loyalty and higher sales long-term. That's a great focus on the future.</p><p><blockquote>管理层预计2022财年全年销售额增长近14%，高于此前8%至10%的预期。该公司还表示，预计工资上涨将给利润率带来一些压力，但预计更好的工作条件将提高客户忠诚度并提高长期销售额。这是对未来的极大关注。</blockquote></p><p> In September, Starbucks increased its dividend to $0.49, which gives the stock a 1.6% yield at its current price. That's its 11th straight dividend raise -- and just another reason to invest in this stable but growing company.</p><p><blockquote>9月份，星巴克将股息提高至0.49美元，按当前价格计算，该股的收益率为1.6%。这是其连续第11次提高股息，也是投资这家稳定但不断增长的公司的另一个原因。</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 Hot Stocks That Offer Great Dividends<blockquote>3只提供丰厚股息的热门股票</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\">\n3 Hot Stocks That Offer Great Dividends<blockquote>3只提供丰厚股息的热门股票</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\">2021-11-26 09:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Target's store sales are still growing in the double digits.</li>  <li>Despite its size, Walmart is finding new ways to expand.</li>  <li>Starbucks is making a big push outside of the U.S.</li> </ul> Earnings season is winding down, and there was lots of good news as well as some surprises. Many retailers that benefited from last year's pandemic-related, sales spurt continued to see strong earnings -- much to the delight of their shareholders. Even better, some of these retailers are also managing to grow their dividends, making these shares even smarter buys.</p><p><blockquote><ul><li>塔吉特的门店销售额仍在以两位数增长。</li><li>尽管沃尔玛规模庞大，但它正在寻找新的扩张方式。</li><li>星巴克正在大力进军美国以外的市场。</li></ul>财报季即将结束，有很多好消息也有一些惊喜。许多受益于去年大流行相关销售激增的零售商继续看到强劲的盈利——这让他们的股东非常高兴。更好的是，其中一些零售商还设法增加股息，使这些股票成为更明智的购买。</blockquote></p><p> <b>Target</b>(NYSE:TGT),<b>Walmart</b>(NYSE:WMT), and&nbsp;<b>Starbucks</b>(NASDAQ:SBUX)&nbsp;all posted great earnings recently and upped their dividends too. Let's see why this should cheer investors.</p><p><blockquote><b>目标</b>（纽约证券交易所代码：TGT），<b>沃尔玛</b>（纽约证券交易所代码：WMT），以及<b>星巴克</b>（纳斯达克股票代码：SBUX）最近都公布了出色的收益，并提高了股息。让我们看看为什么这应该让投资者感到高兴。</blockquote></p><p> <b>Proving itself as the retailer of choice again</b></p><p><blockquote><b>再次证明自己是首选零售商</b></blockquote></p><p> Mega-retailer Target continues to dominate the U.S. market, and the reason is not a mystery. It comes down to Target's three important strengths: omnichannel capabilities, a commitment to value, and creativity in the distribution process. And it's the way these three ingredients all work together that make the retail chain a force in shopping. It helped fuel a 12% increase in comparable-store sales, or comps, in the third quarter.</p><p><blockquote>大型零售商塔吉特继续主导美国市场，原因并不神秘。这可以归结为塔吉特的三个重要优势：全渠道能力、对价值的承诺以及分销过程中的创造力。正是这三个因素共同作用的方式使零售连锁店成为购物的一股力量。它帮助推动第三季度同店销售额增长12%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce5f18412415c25407cdd7eb405a7f89\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> First, there's its omnichannel focus. Target has been pumping money into its digital program for years, developing a strong backbone of features to support all the ways customers want to shop. It has also renovated stores and built out new store formats to bring it all together. We can see this in the third quarter: store sales increased $3.8 billion and digital sales grew by $3.1 billion. While stores led the way, both segments are now contributing meaningfully to total sales growth.</p><p><blockquote>首先，它的全渠道重点。Target多年来一直在向其数字计划投入资金，开发强大的功能支柱，以支持顾客想要的所有购物方式。它还翻新了商店并建立了新的商店业态，将所有这些整合在一起。我们可以在第三季度看到这一点：商店销售额增长了38亿美元，数字销售额增长了31亿美元。虽然商店处于领先地位，但这两个细分市场现在都为总销售额增长做出了有意义的贡献。</blockquote></p><p> As for value, Target has created and expanded several lines of its own brands that mimic top labels in terms of quality and design but offer more affordability.</p><p><blockquote>至于价值，塔吉特已经创建并扩展了几个自有品牌系列，这些品牌在质量和设计方面模仿顶级品牌，但价格更实惠。</blockquote></p><p> The distribution process has also played an important role in the company's ability to effectively grow its digital business. More than 95% of digital orders were filled in-store in Q3, a percentage the company has been able to maintain for the past three quarters. Its mix of same-day options also works together to get products to shoppers faster and cheaper.</p><p><blockquote>分销流程也对公司有效发展数字业务的能力发挥了重要作用。第三季度，超过95%的数字订单是在店内完成的，该公司在过去三个季度一直能够保持这一比例。它的当天选项组合也可以更快、更便宜地将产品送到购物者手中。</blockquote></p><p> Chief operating officer John Mulligan said in March: \"The ... way we see our costs come down is through the mix. Drive-up, order pick-up, and Shipt all have much better economics ... than shipping from the back of our stores, which also has better economics than shipping from our fulfillment centers.\"</p><p><blockquote>首席运营官约翰·穆里根(John Mulligan)在3月份表示：“……我们看到成本下降的方式是通过组合。免下车、订单提货和运输都具有更好的经济性……比从后面发货我们的商店，这也比从我们的履行中心发货具有更好的经济性。”</blockquote></p><p> In September, Target announced a 32% increase in its dividend to $0.90. The stock's yield at its current price is 1.27%. That's the company's 50th consecutive annual dividend increase, and with it Target joined the elite ranks of&nbsp;Dividend Kings.</p><p><blockquote>9月，塔吉特宣布将股息增加32%至0.90美元。该股当前价格的收益率为1.27%。这是该公司连续第50次年度股息增加，塔吉特也随之加入了股息之王的精英行列。</blockquote></p><p> <b>Still the largest retailer in the U.S.</b></p><p><blockquote><b>仍然是美国最大的零售商。</b></blockquote></p><p> Walmart also benefited from customers returning to stores in the third quarter. The world's largest retailer posted a 9% year-over-year increase in U.S. comps and raised its full-year outlook to more than 6% growth in sales.</p><p><blockquote>沃尔玛还受益于第三季度顾客重返商店。这家全球最大的零售商公布美国销售额同比增长9%，并将全年销售额增长预期上调至6%以上。</blockquote></p><p> It's difficult to compete with Walmart's breadth. It operates more than 4,700 stores in the U.S. alone and more than 10,000 worldwide. Yet it's still finding ways to grow. Advertising is becoming a bigger part of its sales strategy.</p><p><blockquote>很难与沃尔玛的广度竞争。该公司仅在美国就经营着4,700多家商店，在全球经营着10,000多家商店。然而，它仍在寻找增长的方法。广告正成为其销售策略中更重要的一部分。</blockquote></p><p> The company is also leaning into artificial intelligence to improve its platform, using technology-driven models to offer more competitive services. For example, it's overhauling its last-mile delivery systems, typically a more challenging part of the process since it relies on local shipping agents. It's using a new, data-driven program to spread delivery across more drivers.</p><p><blockquote>该公司还倾向于人工智能来改进其平台，使用技术驱动的模型来提供更具竞争力的服务。例如，它正在彻底检查其最后一英里的交付系统，这通常是该过程中更具挑战性的部分，因为它依赖于当地的运输代理。它正在使用一种新的数据驱动程序将交付范围扩大到更多的司机。</blockquote></p><p> It's also taking on big clients like&nbsp;<b>Home Depot</b>, providing them last-mile delivery service under the client's name. These are the kinds of initiatives that will generate more growth for the mega-retailer as store count becomes a less sustainable way to grow.</p><p><blockquote>它还与大客户合作，例如<b>家得宝</b>，以客户的名义为他们提供最后一英里的送货服务。随着商店数量成为一种不太可持续的增长方式，这些举措将为这家大型零售商带来更多增长。</blockquote></p><p> Walmart is also working to generate more organic growth. On the Q3 earnings call, CEO Doug McMillon said, \"Our international markets are building flywheels that have common characteristics with each other -- and with the U.S. -- which helps us innovate and leverage the technology we're building.\"</p><p><blockquote>沃尔玛也在努力实现更多的有机增长。在第三季度收益看涨期权上，首席执行官道格·麦克米伦(Doug McMillon)表示：“我们的国际市场正在制造彼此以及与美国具有共同特征的飞轮，这有助于我们创新和利用我们正在开发的技术。”</blockquote></p><p> Walmart raised its dividend in February to $0.55, and the stock yields 1.5% at its current price. That is the company's 48th consecutive annual dividend increase. Impressive, indeed.</p><p><blockquote>沃尔玛2月份将股息提高至0.55美元，按当前价格计算，该股收益率为1.5%。这是该公司连续第48次年度增加股息。确实令人印象深刻。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b73c1a3f83733f860e86a13221f48c38\" tg-width=\"2000\" tg-height=\"1335\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: STARBUCKS,</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：星巴克，</span></p></blockquote></p><p> <b>An empire of coffee</b></p><p><blockquote><b>咖啡帝国</b></blockquote></p><p></p><p> Starbucks notched another win in its recovery from pandemic lows in its 2021 fiscal fourth quarter. For the period ended Oct. 3, overall revenue increased 31% year over year while comps grew 17%.</p><p><blockquote>星巴克在2021财年第四季度从疫情低点复苏的过程中再次取得胜利。截至10月3日的期间，整体收入同比增长31%，而比较收入增长17%。</blockquote></p><p> If you already feel like there's a Starbucks on every corner, consider that by 2030 the company is planning to add another 21,000 stores to its nearly 34,000 current locations. Next year alone it has 2,000 new stores planned, up from over 1,100 in 2021 -- and 75% of them outside the U.S.</p><p><blockquote>如果您已经觉得每个角落都有一家星巴克，请考虑到该公司计划到2030年在其现有近34,000家门店的基础上再增加21,000家门店。仅明年，该公司就计划开设2,000家新店，高于2021年的1,100多家，其中75%位于美国境外。</blockquote></p><p> The company is also growing in more than store count, cultivating relationships to bring ready-to-drink products like bottled cold brew to a wider resale market through deals with bottlers and other suppliers.</p><p><blockquote>该公司的增长也超过了商店数量，通过与装瓶商和其他供应商的交易，培养关系，将瓶装冷萃等即饮产品引入更广泛的转售市场。</blockquote></p><p> Although Starbucks' stock price fell after the Q4 report due to supply-chain fears, the company has made aggressive moves to maintain its merchandise supply and meet holiday demand.</p><p><blockquote>尽管星巴克股价在第四季度报告发布后因供应链担忧而下跌，但该公司已采取积极措施维持商品供应并满足假期需求。</blockquote></p><p> For the full fiscal 2022, management predicts almost 14% sales growth, ahead of its earlier 8% to 10% estimate. The company also said it expects some margin pressure&nbsp;due to wage increases, but anticipates better working conditions to result in improved customer loyalty and higher sales long-term. That's a great focus on the future.</p><p><blockquote>管理层预计2022财年全年销售额增长近14%，高于此前8%至10%的预期。该公司还表示，预计工资上涨将给利润率带来一些压力，但预计更好的工作条件将提高客户忠诚度并提高长期销售额。这是对未来的极大关注。</blockquote></p><p> In September, Starbucks increased its dividend to $0.49, which gives the stock a 1.6% yield at its current price. That's its 11th straight dividend raise -- and just another reason to invest in this stable but growing company.</p><p><blockquote>9月份，星巴克将股息提高至0.49美元，按当前价格计算，该股的收益率为1.6%。这是其连续第11次提高股息，也是投资这家稳定但不断增长的公司的另一个原因。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/25/3-hot-stocks-that-offer-great-dividends/\">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":{"TGT":"塔吉特","WMT":"沃尔玛","SBUX":"星巴克"},"source_url":"https://www.fool.com/investing/2021/11/25/3-hot-stocks-that-offer-great-dividends/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117075175","content_text":"Key Points\n\nTarget's store sales are still growing in the double digits.\nDespite its size, Walmart is finding new ways to expand.\nStarbucks is making a big push outside of the U.S.\n\nEarnings season is winding down, and there was lots of good news as well as some surprises. Many retailers that benefited from last year's pandemic-related, sales spurt continued to see strong earnings -- much to the delight of their shareholders. Even better, some of these retailers are also managing to grow their dividends, making these shares even smarter buys.\nTarget(NYSE:TGT),Walmart(NYSE:WMT), and Starbucks(NASDAQ:SBUX) all posted great earnings recently and upped their dividends too. Let's see why this should cheer investors.\nProving itself as the retailer of choice again\nMega-retailer Target continues to dominate the U.S. market, and the reason is not a mystery. It comes down to Target's three important strengths: omnichannel capabilities, a commitment to value, and creativity in the distribution process. And it's the way these three ingredients all work together that make the retail chain a force in shopping. It helped fuel a 12% increase in comparable-store sales, or comps, in the third quarter.\nIMAGE SOURCE: GETTY IMAGES.\nFirst, there's its omnichannel focus. Target has been pumping money into its digital program for years, developing a strong backbone of features to support all the ways customers want to shop. It has also renovated stores and built out new store formats to bring it all together. We can see this in the third quarter: store sales increased $3.8 billion and digital sales grew by $3.1 billion. While stores led the way, both segments are now contributing meaningfully to total sales growth.\nAs for value, Target has created and expanded several lines of its own brands that mimic top labels in terms of quality and design but offer more affordability.\nThe distribution process has also played an important role in the company's ability to effectively grow its digital business. More than 95% of digital orders were filled in-store in Q3, a percentage the company has been able to maintain for the past three quarters. Its mix of same-day options also works together to get products to shoppers faster and cheaper.\nChief operating officer John Mulligan said in March: \"The ... way we see our costs come down is through the mix. Drive-up, order pick-up, and Shipt all have much better economics ... than shipping from the back of our stores, which also has better economics than shipping from our fulfillment centers.\"\nIn September, Target announced a 32% increase in its dividend to $0.90. The stock's yield at its current price is 1.27%. That's the company's 50th consecutive annual dividend increase, and with it Target joined the elite ranks of Dividend Kings.\nStill the largest retailer in the U.S.\nWalmart also benefited from customers returning to stores in the third quarter. The world's largest retailer posted a 9% year-over-year increase in U.S. comps and raised its full-year outlook to more than 6% growth in sales.\nIt's difficult to compete with Walmart's breadth. It operates more than 4,700 stores in the U.S. alone and more than 10,000 worldwide. Yet it's still finding ways to grow. Advertising is becoming a bigger part of its sales strategy.\nThe company is also leaning into artificial intelligence to improve its platform, using technology-driven models to offer more competitive services. For example, it's overhauling its last-mile delivery systems, typically a more challenging part of the process since it relies on local shipping agents. It's using a new, data-driven program to spread delivery across more drivers.\nIt's also taking on big clients like Home Depot, providing them last-mile delivery service under the client's name. These are the kinds of initiatives that will generate more growth for the mega-retailer as store count becomes a less sustainable way to grow.\nWalmart is also working to generate more organic growth. On the Q3 earnings call, CEO Doug McMillon said, \"Our international markets are building flywheels that have common characteristics with each other -- and with the U.S. -- which helps us innovate and leverage the technology we're building.\"\nWalmart raised its dividend in February to $0.55, and the stock yields 1.5% at its current price. That is the company's 48th consecutive annual dividend increase. Impressive, indeed.\nIMAGE SOURCE: STARBUCKS,\nAn empire of coffee\nStarbucks notched another win in its recovery from pandemic lows in its 2021 fiscal fourth quarter. For the period ended Oct. 3, overall revenue increased 31% year over year while comps grew 17%.\nIf you already feel like there's a Starbucks on every corner, consider that by 2030 the company is planning to add another 21,000 stores to its nearly 34,000 current locations. Next year alone it has 2,000 new stores planned, up from over 1,100 in 2021 -- and 75% of them outside the U.S.\nThe company is also growing in more than store count, cultivating relationships to bring ready-to-drink products like bottled cold brew to a wider resale market through deals with bottlers and other suppliers.\nAlthough Starbucks' stock price fell after the Q4 report due to supply-chain fears, the company has made aggressive moves to maintain its merchandise supply and meet holiday demand.\nFor the full fiscal 2022, management predicts almost 14% sales growth, ahead of its earlier 8% to 10% estimate. The company also said it expects some margin pressure due to wage increases, but anticipates better working conditions to result in improved customer loyalty and higher sales long-term. That's a great focus on the future.\nIn September, Starbucks increased its dividend to $0.49, which gives the stock a 1.6% yield at its current price. That's its 11th straight dividend raise -- and just another reason to invest in this stable but growing company.","news_type":1,"symbols_score_info":{"TGT":0.9,"SBUX":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847174742,"gmtCreate":1636503985009,"gmtModify":1636503986790,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"Alan_Goh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Despite the turbulent caused by the sales of shares by Elon, I am KEEPING because nothing fundermentally change","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Despite the turbulent caused by the sales of shares by Elon, I am KEEPING because nothing fundermentally change","text":"$Tesla Motors(TSLA)$Despite the turbulent caused by the sales of shares by Elon, I am KEEPING because nothing fundermentally change","images":[{"img":"https://static.tigerbbs.com/0f0dbcc525e39148a3eb0dcea3fe3c19","width":"2048","height":"1229"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847174742","isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3583106134648492","idStr":"3583106134648492"},"content":"agree. think catalysts are coming.","text":"agree. think catalysts are coming.","html":"agree. think catalysts are coming."}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}