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2021-11-03

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2021-10-24

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Intel: Good Value Or Value Trap?<blockquote>英特尔：好价值还是价值陷阱？</blockquote>

2021-09-16

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2021-09-09

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Amazon will open two cashier-less Whole Foods stores next year<blockquote>亚马逊明年将开设两家无收银员全食超市</blockquote>

2021-09-08

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2021-09-02

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2 Apple Self-Driving Cars Said To Be Involved In Accidents Last Month<blockquote>据说上个月有2辆苹果自动驾驶汽车发生事故</blockquote>

2021-08-31

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2021-08-29

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2021-08-28

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Apple Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票：它如何成为一场伟大的通胀游戏</blockquote>

2021-08-25

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AMC Networks CEO Josh Sapan Steps Down After 26-Year Run<blockquote>AMC Networks 首席执行官 Josh Sapan 在任职 26 年后辞职</blockquote>

2021-08-24

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2021-07-09

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2021-07-06

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2021-06-24

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2021-06-23

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2021-06-08

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2021-06-03

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2021-05-22

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2021-05-20

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2021-05-12

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uthorId":"3570707553717428","name":"Potatoe","avatar":"https://static.tigerbbs.com/cc3bd60b439769a7211eb0b3a1415aef","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570707553717428","authorIdStr":"3570707553717428"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841446035","repostId":"2180756854","repostType":4,"isVote":1,"tweetType":1,"viewCount":2679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858649269,"gmtCreate":1635048563388,"gmtModify":1635048563481,"author":{"id":"3570707553717428","authorId":"3570707553717428","name":"Potatoe","avatar":"https://static.tigerbbs.com/cc3bd60b439769a7211eb0b3a1415aef","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570707553717428","authorIdStr":"3570707553717428"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858649269","repostId":"1100055241","repostType":4,"repost":{"id":"1100055241","kind":"news","pubTimestamp":1635040192,"share":"https://www.laohunote.com/m/news/1100055241?lang=zh_CN&edition=full","pubTime":"2021-10-24 09:49","market":"us","language":"en","title":"Intel: Good Value Or Value Trap?<blockquote>英特尔：好价值还是价值陷阱？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100055241","media":"Seeking Alpha","summary":"Intel had a mixed earnings report that sent some investors running for the hills.The company beat earnings and actually raised guidance for 2021, but they signaled that supply chain issues remain and profitability in 2022 will be lower.After the sell-off, is Intel a good value or a value trap?The waters have been pretty rough for Intel Corp.  investors over the past few years.It seems like every time the sun comes out...there is another storm right around the corner.As highlighted on the earning","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Intel had a mixed earnings report&nbsp;that sent some investors running for the hills.</li>  <li>The company beat earnings and actually raised guidance for 2021, but they signaled that supply chain issues remain and profitability in 2022 will be lower.</li>  <li>After the sell-off, is Intel a good value or a value trap?</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c02609041d90c055d66b217f06706d28\" tg-width=\"1536\" tg-height=\"1022\" referrerpolicy=\"no-referrer\"><span>4kodiak/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>英特尔的财报喜忧参半，这让一些投资者望而却步。</li><li>该公司超出了盈利预期，实际上提高了 2021 年的指引，但他们表示供应链问题仍然存在，2022 年的盈利能力将较低。</li><li>抛售之后，英特尔是好价值还是价值陷阱？</li></ul><p class=\"t-img-caption\"><span>4kodiak/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> The waters have been pretty rough for Intel Corp. (INTC) investors over the past few years.</p><p><blockquote>过去几年，英特尔公司 (INTC) 投资者的处境相当艰难。</blockquote></p><p> It seems like every time the sun comes out...there is another storm right around the corner.</p><p><blockquote>好像每次太阳出来……...又一场暴风雨就在眼前。</blockquote></p><p> As highlighted on the earnings call last night, the next \"storm\" brewing for Intel is continued supply chain issues (component shortages in the PC business) and reduced near-term profitability from rising capital expenditure needs, which has sent the stock plummeting 11% this morning into the abyss.</p><p><blockquote>正如昨晚的财报看涨期权上所强调的那样，英特尔正在酝酿的下一个“风暴”是持续的供应链问题（个人电脑业务的零部件短缺）以及不断上升的资本支出需求导致近期盈利能力下降，这导致该股暴跌11%今天上午陷入深渊。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5bd612f6f25b6e86d7a72b38440d513f\" tg-width=\"640\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> However, buying the dips has actually been pretty lucrative in the recent past...if, of course, you were lucky enough to fade the rallies.</p><p><blockquote>然而，在最近的过去，逢低买入实际上是相当有利可图的……当然，如果你足够幸运，赶上了涨势。</blockquote></p><p> To be fair, Intel has had its fair share of challenges this year, despite general tailwinds in the industry (i.e., chip demand far outpacing supply).</p><p><blockquote>公平地说，尽管行业普遍有利（即芯片需求远远超过供应），但英特尔今年仍然面临着相当大的挑战。</blockquote></p><p> Specifically, Intel has had some well-documented manufacturing blunders that have caused major delays and loss of some market share...mainly to Advanced Micro Devices (AMD).</p><p><blockquote>具体来说，英特尔出现了一些有据可查的制造失误，导致了重大延误和部分市场份额的损失……主要是先进微设备公司（AMD）。</blockquote></p><p> This has triggered concern amongst investors that the stock may be a potential \"value trap\" now.</p><p><blockquote>这引发了投资者的担忧，即该股现在可能是一个潜在的“价值陷阱”。</blockquote></p><p> All that said, Intel is dedicated to spending $25 billion to $28 billion in 2022 and just broke ground on some new fabs.</p><p><blockquote>尽管如此，英特尔致力于在 2022 年斥资 250 亿至 280 亿美元，并且刚刚在一些新晶圆厂上破土动工。</blockquote></p><p> Personally, I don't think we are anywhere near peak demand for chips and I believe that Intel's fabrication capabilities are (and will continue to be) a huge advantage for the company for years to come.</p><p><blockquote>就我个人而言，我认为我们还没有接近芯片需求的峰值，我相信英特尔的制造能力是（并将继续是）该公司未来几年的巨大优势。</blockquote></p><p> So how can we structure a trade to take advantage of the upside potential in the stock (after this pullback) while also protecting ourselves from more near-term downside (if any)?</p><p><blockquote>那么，我们如何组织交易来利用股票的上行潜力（在这次回调之后），同时保护自己免受更多近期下行（如果有的话）的影响呢？</blockquote></p><p> <b>It's a perfect situation for a \"Triple Play\" trade!</b></p><p><blockquote><b>这是“三网融合”交易的完美局面!</b></blockquote></p><p> Intel Corp.</p><p><blockquote>英特尔公司</blockquote></p><p> <b>Sector/Industry:</b>Technology/Semiconductors</p><p><blockquote><b>行业/行业：</b>技术/半导体</blockquote></p><p>   Intel is the world's largest chipmaker. It designs and manufactures microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors. It was the prime proponent of Moore's Law for advances in semiconductor manufacturing, though the firm has recently faced manufacturing delays. While Intel's server processor business has benefited from the shift to the cloud, the firm has also been expanding into new adjacencies as the personal computer market has stagnated. These include areas such as the Internet of Things, artificial intelligence, and automotive. Intel has been active on the merger and acquisitions front, acquiring Altera, Mobileye, and Habana Labs in order to bolster these efforts in non-PC arenas.  <i>Source: YCharts</i></p><p><blockquote>英特尔是全球最大的芯片制造商。它为全球个人电脑和数据中心市场设计和制造微处理器。英特尔是微处理器x86架构的先驱。它是半导体制造进步摩尔定律的主要支持者，尽管该公司最近面临制造延误。虽然英特尔的服务器处理器业务受益于向云的转变，但随着个人电脑市场停滞不前，该公司也在向新的邻近地区扩张。其中包括物联网、人工智能和汽车等领域。英特尔一直活跃在并购领域，收购了Altera、Mobileye和Habana Labs，以支持非PC领域的这些努力。<i>资料来源：YCharts</i></blockquote></p><p> <b>Valuation/Upside Potential</b></p><p><blockquote><b>估值/上行潜力</b></blockquote></p><p> Intel looks extremely attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (hence the high Value Ranking of 10).</p><p><blockquote>从估值的角度来看，英特尔看起来极具吸引力，目前其所有长期估值指标的交易价格都有相当大的折扣（因此价值排名为 10）。</blockquote></p><p> Specifically, Intel is trading at a nice discount to its historical P/E multiple on a forward basis (10.6x 2021 earnings).<i>Note that the company actually just increased its guidance for fiscal 2021 earnings to $5.28 per share</i>.</p><p><blockquote>具体来说，英特尔的远期交易价格较其历史市盈率有不错的折扣（2021 年收益的 10.6 倍）。<i>请注意，该公司实际上刚刚将 2021 财年收益指引上调至每股 5.28 美元</i>.</blockquote></p><p> That said, as supply chain worries decrease over time, we definitely think there could be some room for margin expansion in the future.</p><p><blockquote>也就是说，随着供应链担忧随着时间的推移而减少，我们肯定认为未来可能还有一些利润扩张的空间。</blockquote></p><p> If you put just a 12x-14x multiple on consensus forward earnings of $5.28 per share for FYE 2021, that would equate to a $63.00- $73.00 stock price (representing 25%-45% upside from current levels).</p><p><blockquote>如果您将 FYE 2021 每股 5.28 美元的共识预期收益仅放置 12 倍-14 倍，则相当于 63.00-73.00 美元的股价（比当前水平上涨 25%-45%）。</blockquote></p><p> Although it probably won't get there in a straight line...</p><p><blockquote>虽然它可能不会直线到达那里……</blockquote></p><p> <b>\"Triple Play\" Trade Analysis</b></p><p><blockquote><b>“三网融合”贸易分析</b></blockquote></p><p> A \"Triple Play\" trade involves simultaneously selling a cash-secured put and a covered call on a stock that you own.</p><p><blockquote>“三重交易”涉及同时出售您拥有的股票的现金担保看跌期权和备兑看涨期权。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e3af23e0208929d569a6e62a12a9607\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Note that if you don't currently own INTC stock, you will want to buy it before you write the covered call.</p><p><blockquote>请注意，如果您目前没有 INTC 股票，您需要在撰写备兑看涨期权之前购买它。</blockquote></p><p> This trade will allow you to take advantage of the upside potential in the stock while also protecting some of the near-term downside (if any).</p><p><blockquote>这种交易将允许您利用股票的上行潜力，同时也保护一些近期的下行（如果有的话）。</blockquote></p><p> <b>Step 1: Sell Cash-Secured Puts (50% of position size)</b></p><p><blockquote><b>第 1 步：出售现金担保看跌期权（头寸规模的 50%）</b></blockquote></p><p></p><p> The first step of the Triple Play trade is to sell a cash-secured put on the stock for 50% of your target position size. For example, if you wanted to own 400 shares of INTC... you would sell 2 cash-secured put contract, which represents 200 shares of stock.</p><p><blockquote>三重交易的第一步是以目标头寸规模的 50% 出售现金担保的股票看跌期权。例如，如果你想拥有400股INTC股票……您将出售 2 份现金担保看跌期权合约，代表 200 股股票。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌期权交易时，我们关注的三个主要数据点是：</blockquote></p><p> <ul>  <li>Premium Yield % (or Average Monthly Yield %): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li>  <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li>  <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> <i>Note that there's always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><ul><li>权利金收益率%（或平均月收益率%）：假设期权到期时一文不值（价外），衡量预期资本回报率。<i>假设购股权完全以现金作抵押。</i></li><li>安全边际%：下行保护的衡量标准或标的股票可能下跌但仍允许您在期权交易中实现收支平衡的百分比。</li><li>Delta：看跌期权最终平价概率的一个很好的代表。</li></ul><i>请注意，保费收益率和安全边际之间总是存在负相关关系：给定行权月份的保费收益率越高，安全边际就越低。</i></blockquote></p><p> <i>Investors always should be honest with themselves about their risk tolerance. Selling CSPs can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。销售CSP可以根据您的需求进行调整。</i></blockquote></p><p> As discussed in the video, we like the $45.00-$50.00 range for INTC in the near term. So we like the following cash-secured put:</p><p><blockquote>正如视频中所讨论的，我们看好 INTC 短期内 45.00-50.00 美元的区间。因此，我们喜欢以下现金担保看跌期权：</blockquote></p><p> <i><b>INTC Nov 19th $47.50.00 Put (28 days until expiration)</b></i></p><p><blockquote><i><b>INTC 11 月 19 日 $47.50.00 看跌期权（距到期 28 天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$0.58 premium</li>  <li>Average Monthly Yield %: 1.3% (15.6% annualized)</li>  <li>Margin-of-Safety %: 4.2%</li>  <li>Delta: 28</li> </ul> <b>Step 2: Buy the Stock (50% of position size)</b></p><p><blockquote><ul><li>期权溢价：~0.58 美元溢价</li><li>平均月收益率%：1.3%（年化15.6%）</li><li>安全裕度%：4.2%</li><li>德尔塔：28</li></ul><b>第 2 步：购买股票（仓位规模的 50%）</b></blockquote></p><p> <i>Note: At the time of publication, INTC was trading at $49.60. If you already own the stock, you can skip to Step 3.</i></p><p><blockquote><i>注：在发布时，INTC的交易价格为49.60美元。如果您已经拥有该股票，您可以跳到第 3 步。</i></blockquote></p><p> The second step of the Triple Play is to buy the stock (50% of your target position size). For example, if you wanted to own 400 shares of INTC... you would buy 200 shares of stock.</p><p><blockquote>三重策略的第二步是购买股票（目标仓位规模的 50%）。例如，如果你想拥有400股INTC股票……你会买200股股票。</blockquote></p><p> <b>Step 3: Sell Covered Calls On Your Stock Position (*optional*)</b></p><p><blockquote><b>第 3 步：出售股票头寸上的备兑评级（*可选*）</b></blockquote></p><p> A covered call strategy will help generate some short-term income, maintain some upside exposure, and mitigate some downside risk.</p><p><blockquote>备兑看涨期权策略将有助于产生一些短期收入，维持一些上行风险，并减轻一些下行风险。</blockquote></p><p> With a covered call, you are agreeing to sell your stock at a higher price (your call option strike price) but you get to keep your call option premium either way.</p><p><blockquote>通过备兑看涨期权，您同意以更高的价格（您的看涨期权期权执行价格）出售您的股票，但无论哪种方式，您都可以保留您的看涨期权期权费。</blockquote></p><p> As discussed in the video, since we like the upside potential in the near term with INTC, you will want to give yourself some room for the stock to run.<b>So we would actually recommend waiting for the stock to trade a little higher before selling covered calls.</b></p><p><blockquote>正如视频中所讨论的，由于我们看好 INTC 短期内的上涨潜力，因此您需要给自己一些股票运行的空间。<b>因此，我们实际上建议等待股票交易稍微走高后再出售备兑评级。</b></blockquote></p><p> That said, if you wanted to execute the covered calls today, I would certainly consider taking less premium income to preserve more potential upside profit. For example, the $53.00 call would give you an extra 0.5% of income per month (6.0% annualized)...which would essentially triple your dividend yield on the stock!</p><p><blockquote>也就是说，如果您今天想执行承保评级，我肯定会考虑减少保费收入，以保留更多潜在的上行利润。例如，53.00美元的看涨期权会给你每月额外0.5%的收入（年化6.0%）...这基本上会让你的股票股息收益率增加两倍!</blockquote></p><p> <i><b>INTC Nov 19th $53.00 Call (28 days until expiration)</b></i></p><p><blockquote><i><b>INTC 11 月 19 日 $53.00 看涨期权（距到期 28 天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$0.25 premium</li>  <li>Average Monthly Yield %: 0.5% (6.0% annualized)</li>  <li>Upside Profit %: 7.4%</li>  <li>Delta: 15</li> </ul> <b>Conclusion</b></p><p><blockquote><ul><li>期权溢价：~0.25 美元溢价</li><li>平均月收益率%：0.5%（年化6.0%）</li><li>上行利润%：7.4%</li><li>德尔塔：15</li></ul><b>结论</b></blockquote></p><p> This Triple Play trade will allow you to take advantage of the upside potential in INTC stock while also giving you some downside cushion if shares trade lower in the near term. As the covered calls and cash-secured puts expire, you can rinse and repeat the Triple Play trade!</p><p><blockquote>这种三重交易将允许您利用 INTC 股票的上行潜力，同时如果股价在短期内走低，也可以为您提供一些下行缓冲。当备兑评级和现金担保看跌期权到期时，您可以清洗并重复三重交易!</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>Intel: Good Value Or Value Trap?<blockquote>英特尔：好价值还是价值陷阱？</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\">\nIntel: Good Value Or Value Trap?<blockquote>英特尔：好价值还是价值陷阱？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-24 09:49</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>Intel had a mixed earnings report&nbsp;that sent some investors running for the hills.</li>  <li>The company beat earnings and actually raised guidance for 2021, but they signaled that supply chain issues remain and profitability in 2022 will be lower.</li>  <li>After the sell-off, is Intel a good value or a value trap?</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c02609041d90c055d66b217f06706d28\" tg-width=\"1536\" tg-height=\"1022\" referrerpolicy=\"no-referrer\"><span>4kodiak/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>英特尔的财报喜忧参半，这让一些投资者望而却步。</li><li>该公司超出了盈利预期，实际上提高了 2021 年的指引，但他们表示供应链问题仍然存在，2022 年的盈利能力将较低。</li><li>抛售之后，英特尔是好价值还是价值陷阱？</li></ul><p class=\"t-img-caption\"><span>4kodiak/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> The waters have been pretty rough for Intel Corp. (INTC) investors over the past few years.</p><p><blockquote>过去几年，英特尔公司 (INTC) 投资者的处境相当艰难。</blockquote></p><p> It seems like every time the sun comes out...there is another storm right around the corner.</p><p><blockquote>好像每次太阳出来……...又一场暴风雨就在眼前。</blockquote></p><p> As highlighted on the earnings call last night, the next \"storm\" brewing for Intel is continued supply chain issues (component shortages in the PC business) and reduced near-term profitability from rising capital expenditure needs, which has sent the stock plummeting 11% this morning into the abyss.</p><p><blockquote>正如昨晚的财报看涨期权上所强调的那样，英特尔正在酝酿的下一个“风暴”是持续的供应链问题（个人电脑业务的零部件短缺）以及不断上升的资本支出需求导致近期盈利能力下降，这导致该股暴跌11%今天上午陷入深渊。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5bd612f6f25b6e86d7a72b38440d513f\" tg-width=\"640\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> However, buying the dips has actually been pretty lucrative in the recent past...if, of course, you were lucky enough to fade the rallies.</p><p><blockquote>然而，在最近的过去，逢低买入实际上是相当有利可图的……当然，如果你足够幸运，赶上了涨势。</blockquote></p><p> To be fair, Intel has had its fair share of challenges this year, despite general tailwinds in the industry (i.e., chip demand far outpacing supply).</p><p><blockquote>公平地说，尽管行业普遍有利（即芯片需求远远超过供应），但英特尔今年仍然面临着相当大的挑战。</blockquote></p><p> Specifically, Intel has had some well-documented manufacturing blunders that have caused major delays and loss of some market share...mainly to Advanced Micro Devices (AMD).</p><p><blockquote>具体来说，英特尔出现了一些有据可查的制造失误，导致了重大延误和部分市场份额的损失……主要是先进微设备公司（AMD）。</blockquote></p><p> This has triggered concern amongst investors that the stock may be a potential \"value trap\" now.</p><p><blockquote>这引发了投资者的担忧，即该股现在可能是一个潜在的“价值陷阱”。</blockquote></p><p> All that said, Intel is dedicated to spending $25 billion to $28 billion in 2022 and just broke ground on some new fabs.</p><p><blockquote>尽管如此，英特尔致力于在 2022 年斥资 250 亿至 280 亿美元，并且刚刚在一些新晶圆厂上破土动工。</blockquote></p><p> Personally, I don't think we are anywhere near peak demand for chips and I believe that Intel's fabrication capabilities are (and will continue to be) a huge advantage for the company for years to come.</p><p><blockquote>就我个人而言，我认为我们还没有接近芯片需求的峰值，我相信英特尔的制造能力是（并将继续是）该公司未来几年的巨大优势。</blockquote></p><p> So how can we structure a trade to take advantage of the upside potential in the stock (after this pullback) while also protecting ourselves from more near-term downside (if any)?</p><p><blockquote>那么，我们如何组织交易来利用股票的上行潜力（在这次回调之后），同时保护自己免受更多近期下行（如果有的话）的影响呢？</blockquote></p><p> <b>It's a perfect situation for a \"Triple Play\" trade!</b></p><p><blockquote><b>这是“三网融合”交易的完美局面!</b></blockquote></p><p> Intel Corp.</p><p><blockquote>英特尔公司</blockquote></p><p> <b>Sector/Industry:</b>Technology/Semiconductors</p><p><blockquote><b>行业/行业：</b>技术/半导体</blockquote></p><p>   Intel is the world's largest chipmaker. It designs and manufactures microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors. It was the prime proponent of Moore's Law for advances in semiconductor manufacturing, though the firm has recently faced manufacturing delays. While Intel's server processor business has benefited from the shift to the cloud, the firm has also been expanding into new adjacencies as the personal computer market has stagnated. These include areas such as the Internet of Things, artificial intelligence, and automotive. Intel has been active on the merger and acquisitions front, acquiring Altera, Mobileye, and Habana Labs in order to bolster these efforts in non-PC arenas.  <i>Source: YCharts</i></p><p><blockquote>英特尔是全球最大的芯片制造商。它为全球个人电脑和数据中心市场设计和制造微处理器。英特尔是微处理器x86架构的先驱。它是半导体制造进步摩尔定律的主要支持者，尽管该公司最近面临制造延误。虽然英特尔的服务器处理器业务受益于向云的转变，但随着个人电脑市场停滞不前，该公司也在向新的邻近地区扩张。其中包括物联网、人工智能和汽车等领域。英特尔一直活跃在并购领域，收购了Altera、Mobileye和Habana Labs，以支持非PC领域的这些努力。<i>资料来源：YCharts</i></blockquote></p><p> <b>Valuation/Upside Potential</b></p><p><blockquote><b>估值/上行潜力</b></blockquote></p><p> Intel looks extremely attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (hence the high Value Ranking of 10).</p><p><blockquote>从估值的角度来看，英特尔看起来极具吸引力，目前其所有长期估值指标的交易价格都有相当大的折扣（因此价值排名为 10）。</blockquote></p><p> Specifically, Intel is trading at a nice discount to its historical P/E multiple on a forward basis (10.6x 2021 earnings).<i>Note that the company actually just increased its guidance for fiscal 2021 earnings to $5.28 per share</i>.</p><p><blockquote>具体来说，英特尔的远期交易价格较其历史市盈率有不错的折扣（2021 年收益的 10.6 倍）。<i>请注意，该公司实际上刚刚将 2021 财年收益指引上调至每股 5.28 美元</i>.</blockquote></p><p> That said, as supply chain worries decrease over time, we definitely think there could be some room for margin expansion in the future.</p><p><blockquote>也就是说，随着供应链担忧随着时间的推移而减少，我们肯定认为未来可能还有一些利润扩张的空间。</blockquote></p><p> If you put just a 12x-14x multiple on consensus forward earnings of $5.28 per share for FYE 2021, that would equate to a $63.00- $73.00 stock price (representing 25%-45% upside from current levels).</p><p><blockquote>如果您将 FYE 2021 每股 5.28 美元的共识预期收益仅放置 12 倍-14 倍，则相当于 63.00-73.00 美元的股价（比当前水平上涨 25%-45%）。</blockquote></p><p> Although it probably won't get there in a straight line...</p><p><blockquote>虽然它可能不会直线到达那里……</blockquote></p><p> <b>\"Triple Play\" Trade Analysis</b></p><p><blockquote><b>“三网融合”贸易分析</b></blockquote></p><p> A \"Triple Play\" trade involves simultaneously selling a cash-secured put and a covered call on a stock that you own.</p><p><blockquote>“三重交易”涉及同时出售您拥有的股票的现金担保看跌期权和备兑看涨期权。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e3af23e0208929d569a6e62a12a9607\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Note that if you don't currently own INTC stock, you will want to buy it before you write the covered call.</p><p><blockquote>请注意，如果您目前没有 INTC 股票，您需要在撰写备兑看涨期权之前购买它。</blockquote></p><p> This trade will allow you to take advantage of the upside potential in the stock while also protecting some of the near-term downside (if any).</p><p><blockquote>这种交易将允许您利用股票的上行潜力，同时也保护一些近期的下行（如果有的话）。</blockquote></p><p> <b>Step 1: Sell Cash-Secured Puts (50% of position size)</b></p><p><blockquote><b>第 1 步：出售现金担保看跌期权（头寸规模的 50%）</b></blockquote></p><p></p><p> The first step of the Triple Play trade is to sell a cash-secured put on the stock for 50% of your target position size. For example, if you wanted to own 400 shares of INTC... you would sell 2 cash-secured put contract, which represents 200 shares of stock.</p><p><blockquote>三重交易的第一步是以目标头寸规模的 50% 出售现金担保的股票看跌期权。例如，如果你想拥有400股INTC股票……您将出售 2 份现金担保看跌期权合约，代表 200 股股票。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌期权交易时，我们关注的三个主要数据点是：</blockquote></p><p> <ul>  <li>Premium Yield % (or Average Monthly Yield %): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li>  <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li>  <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> <i>Note that there's always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><ul><li>权利金收益率%（或平均月收益率%）：假设期权到期时一文不值（价外），衡量预期资本回报率。<i>假设购股权完全以现金作抵押。</i></li><li>安全边际%：下行保护的衡量标准或标的股票可能下跌但仍允许您在期权交易中实现收支平衡的百分比。</li><li>Delta：看跌期权最终平价概率的一个很好的代表。</li></ul><i>请注意，保费收益率和安全边际之间总是存在负相关关系：给定行权月份的保费收益率越高，安全边际就越低。</i></blockquote></p><p> <i>Investors always should be honest with themselves about their risk tolerance. Selling CSPs can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。销售CSP可以根据您的需求进行调整。</i></blockquote></p><p> As discussed in the video, we like the $45.00-$50.00 range for INTC in the near term. So we like the following cash-secured put:</p><p><blockquote>正如视频中所讨论的，我们看好 INTC 短期内 45.00-50.00 美元的区间。因此，我们喜欢以下现金担保看跌期权：</blockquote></p><p> <i><b>INTC Nov 19th $47.50.00 Put (28 days until expiration)</b></i></p><p><blockquote><i><b>INTC 11 月 19 日 $47.50.00 看跌期权（距到期 28 天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$0.58 premium</li>  <li>Average Monthly Yield %: 1.3% (15.6% annualized)</li>  <li>Margin-of-Safety %: 4.2%</li>  <li>Delta: 28</li> </ul> <b>Step 2: Buy the Stock (50% of position size)</b></p><p><blockquote><ul><li>期权溢价：~0.58 美元溢价</li><li>平均月收益率%：1.3%（年化15.6%）</li><li>安全裕度%：4.2%</li><li>德尔塔：28</li></ul><b>第 2 步：购买股票（仓位规模的 50%）</b></blockquote></p><p> <i>Note: At the time of publication, INTC was trading at $49.60. If you already own the stock, you can skip to Step 3.</i></p><p><blockquote><i>注：在发布时，INTC的交易价格为49.60美元。如果您已经拥有该股票，您可以跳到第 3 步。</i></blockquote></p><p> The second step of the Triple Play is to buy the stock (50% of your target position size). For example, if you wanted to own 400 shares of INTC... you would buy 200 shares of stock.</p><p><blockquote>三重策略的第二步是购买股票（目标仓位规模的 50%）。例如，如果你想拥有400股INTC股票……你会买200股股票。</blockquote></p><p> <b>Step 3: Sell Covered Calls On Your Stock Position (*optional*)</b></p><p><blockquote><b>第 3 步：出售股票头寸上的备兑评级（*可选*）</b></blockquote></p><p> A covered call strategy will help generate some short-term income, maintain some upside exposure, and mitigate some downside risk.</p><p><blockquote>备兑看涨期权策略将有助于产生一些短期收入，维持一些上行风险，并减轻一些下行风险。</blockquote></p><p> With a covered call, you are agreeing to sell your stock at a higher price (your call option strike price) but you get to keep your call option premium either way.</p><p><blockquote>通过备兑看涨期权，您同意以更高的价格（您的看涨期权期权执行价格）出售您的股票，但无论哪种方式，您都可以保留您的看涨期权期权费。</blockquote></p><p> As discussed in the video, since we like the upside potential in the near term with INTC, you will want to give yourself some room for the stock to run.<b>So we would actually recommend waiting for the stock to trade a little higher before selling covered calls.</b></p><p><blockquote>正如视频中所讨论的，由于我们看好 INTC 短期内的上涨潜力，因此您需要给自己一些股票运行的空间。<b>因此，我们实际上建议等待股票交易稍微走高后再出售备兑评级。</b></blockquote></p><p> That said, if you wanted to execute the covered calls today, I would certainly consider taking less premium income to preserve more potential upside profit. For example, the $53.00 call would give you an extra 0.5% of income per month (6.0% annualized)...which would essentially triple your dividend yield on the stock!</p><p><blockquote>也就是说，如果您今天想执行承保评级，我肯定会考虑减少保费收入，以保留更多潜在的上行利润。例如，53.00美元的看涨期权会给你每月额外0.5%的收入（年化6.0%）...这基本上会让你的股票股息收益率增加两倍!</blockquote></p><p> <i><b>INTC Nov 19th $53.00 Call (28 days until expiration)</b></i></p><p><blockquote><i><b>INTC 11 月 19 日 $53.00 看涨期权（距到期 28 天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$0.25 premium</li>  <li>Average Monthly Yield %: 0.5% (6.0% annualized)</li>  <li>Upside Profit %: 7.4%</li>  <li>Delta: 15</li> </ul> <b>Conclusion</b></p><p><blockquote><ul><li>期权溢价：~0.25 美元溢价</li><li>平均月收益率%：0.5%（年化6.0%）</li><li>上行利润%：7.4%</li><li>德尔塔：15</li></ul><b>结论</b></blockquote></p><p> This Triple Play trade will allow you to take advantage of the upside potential in INTC stock while also giving you some downside cushion if shares trade lower in the near term. As the covered calls and cash-secured puts expire, you can rinse and repeat the Triple Play trade!</p><p><blockquote>这种三重交易将允许您利用 INTC 股票的上行潜力，同时如果股价在短期内走低，也可以为您提供一些下行缓冲。当备兑评级和现金担保看跌期权到期时，您可以清洗并重复三重交易!</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4461530-intel-intc-stock-good-value-or-value-trap\">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":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4461530-intel-intc-stock-good-value-or-value-trap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100055241","content_text":"Summary\n\nIntel had a mixed earnings report that sent some investors running for the hills.\nThe company beat earnings and actually raised guidance for 2021, but they signaled that supply chain issues remain and profitability in 2022 will be lower.\nAfter the sell-off, is Intel a good value or a value trap?\n\n4kodiak/iStock Unreleased via Getty Images\nThe waters have been pretty rough for Intel Corp. (INTC) investors over the past few years.\nIt seems like every time the sun comes out...there is another storm right around the corner.\nAs highlighted on the earnings call last night, the next \"storm\" brewing for Intel is continued supply chain issues (component shortages in the PC business) and reduced near-term profitability from rising capital expenditure needs, which has sent the stock plummeting 11% this morning into the abyss.\n\nHowever, buying the dips has actually been pretty lucrative in the recent past...if, of course, you were lucky enough to fade the rallies.\nTo be fair, Intel has had its fair share of challenges this year, despite general tailwinds in the industry (i.e., chip demand far outpacing supply).\nSpecifically, Intel has had some well-documented manufacturing blunders that have caused major delays and loss of some market share...mainly to Advanced Micro Devices (AMD).\nThis has triggered concern amongst investors that the stock may be a potential \"value trap\" now.\nAll that said, Intel is dedicated to spending $25 billion to $28 billion in 2022 and just broke ground on some new fabs.\nPersonally, I don't think we are anywhere near peak demand for chips and I believe that Intel's fabrication capabilities are (and will continue to be) a huge advantage for the company for years to come.\nSo how can we structure a trade to take advantage of the upside potential in the stock (after this pullback) while also protecting ourselves from more near-term downside (if any)?\nIt's a perfect situation for a \"Triple Play\" trade!\nIntel Corp.\nSector/Industry:Technology/Semiconductors\n\n Intel is the world's largest chipmaker. It designs and manufactures microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors. It was the prime proponent of Moore's Law for advances in semiconductor manufacturing, though the firm has recently faced manufacturing delays. While Intel's server processor business has benefited from the shift to the cloud, the firm has also been expanding into new adjacencies as the personal computer market has stagnated. These include areas such as the Internet of Things, artificial intelligence, and automotive. Intel has been active on the merger and acquisitions front, acquiring Altera, Mobileye, and Habana Labs in order to bolster these efforts in non-PC arenas.\n\nSource: YCharts\nValuation/Upside Potential\nIntel looks extremely attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (hence the high Value Ranking of 10).\nSpecifically, Intel is trading at a nice discount to its historical P/E multiple on a forward basis (10.6x 2021 earnings).Note that the company actually just increased its guidance for fiscal 2021 earnings to $5.28 per share.\nThat said, as supply chain worries decrease over time, we definitely think there could be some room for margin expansion in the future.\nIf you put just a 12x-14x multiple on consensus forward earnings of $5.28 per share for FYE 2021, that would equate to a $63.00- $73.00 stock price (representing 25%-45% upside from current levels).\nAlthough it probably won't get there in a straight line...\n\"Triple Play\" Trade Analysis\nA \"Triple Play\" trade involves simultaneously selling a cash-secured put and a covered call on a stock that you own.\nSource: Option Income Advisor\nNote that if you don't currently own INTC stock, you will want to buy it before you write the covered call.\nThis trade will allow you to take advantage of the upside potential in the stock while also protecting some of the near-term downside (if any).\nStep 1: Sell Cash-Secured Puts (50% of position size)\nThe first step of the Triple Play trade is to sell a cash-secured put on the stock for 50% of your target position size. For example, if you wanted to own 400 shares of INTC... you would sell 2 cash-secured put contract, which represents 200 shares of stock.\nThe three main data points we look at when analyzing a cash-secured put trade are:\n\nPremium Yield % (or Average Monthly Yield %): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).Assumes that the option is fully cash secured.\nMargin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.\nDelta: A good proxy for the probability that the put option will finish in-the-money.\n\nNote that there's always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.\nInvestors always should be honest with themselves about their risk tolerance. Selling CSPs can be adapted to suit your needs.\nAs discussed in the video, we like the $45.00-$50.00 range for INTC in the near term. So we like the following cash-secured put:\nINTC Nov 19th $47.50.00 Put (28 days until expiration)\n\nOption Premium: ~$0.58 premium\nAverage Monthly Yield %: 1.3% (15.6% annualized)\nMargin-of-Safety %: 4.2%\nDelta: 28\n\nStep 2: Buy the Stock (50% of position size)\nNote: At the time of publication, INTC was trading at $49.60. If you already own the stock, you can skip to Step 3.\nThe second step of the Triple Play is to buy the stock (50% of your target position size). For example, if you wanted to own 400 shares of INTC... you would buy 200 shares of stock.\nStep 3: Sell Covered Calls On Your Stock Position (*optional*)\nA covered call strategy will help generate some short-term income, maintain some upside exposure, and mitigate some downside risk.\nWith a covered call, you are agreeing to sell your stock at a higher price (your call option strike price) but you get to keep your call option premium either way.\nAs discussed in the video, since we like the upside potential in the near term with INTC, you will want to give yourself some room for the stock to run.So we would actually recommend waiting for the stock to trade a little higher before selling covered calls.\nThat said, if you wanted to execute the covered calls today, I would certainly consider taking less premium income to preserve more potential upside profit. For example, the $53.00 call would give you an extra 0.5% of income per month (6.0% annualized)...which would essentially triple your dividend yield on the stock!\nINTC Nov 19th $53.00 Call (28 days until expiration)\n\nOption Premium: ~$0.25 premium\nAverage Monthly Yield %: 0.5% (6.0% annualized)\nUpside Profit %: 7.4%\nDelta: 15\n\nConclusion\nThis Triple Play trade will allow you to take advantage of the upside potential in INTC stock while also giving you some downside cushion if shares trade lower in the near term. As the covered calls and cash-secured puts expire, you can rinse and repeat the Triple Play trade!","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":2222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885395288,"gmtCreate":1631755472044,"gmtModify":1631891053711,"author":{"id":"3570707553717428","authorId":"3570707553717428","name":"Potatoe","avatar":"https://static.tigerbbs.com/cc3bd60b439769a7211eb0b3a1415aef","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570707553717428","authorIdStr":"3570707553717428"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885395288","repostId":"2167592712","repostType":4,"isVote":1,"tweetType":1,"viewCount":2401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889583738,"gmtCreate":1631158217024,"gmtModify":1631891053717,"author":{"id":"3570707553717428","authorId":"3570707553717428","name":"Potatoe","avatar":"https://static.tigerbbs.com/cc3bd60b439769a7211eb0b3a1415aef","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570707553717428","authorIdStr":"3570707553717428"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889583738","repostId":"1105681930","repostType":4,"repost":{"id":"1105681930","kind":"news","pubTimestamp":1631157087,"share":"https://www.laohunote.com/m/news/1105681930?lang=zh_CN&edition=full","pubTime":"2021-09-09 11:11","market":"us","language":"en","title":"Amazon will open two cashier-less Whole Foods stores next year<blockquote>亚马逊明年将开设两家无收银员全食超市</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105681930","media":"CNN Business","summary":"New York (CNN Business) -Amazon(AMZN)will let you skip the checkout line at two Whole Foods stores n","content":"<p><div> New York (CNN Business) -Amazon(AMZN)will let you skip the checkout line at two Whole Foods stores next year. Amazon is installing its cashier-less \"Just Walk Out\" technology at the locations, which ...</p><p><blockquote><div>纽约（CNN Business）-亚马逊（AMZN）明年将让你跳过两家全食超市的收银台。亚马逊正在这些地方安装其无收银员的“走出去”技术，这……</div></blockquote></p><p>  <a href=\"https://edition.cnn.com/2021/09/08/business/amazon-whole-foods-cashierless/index.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://edition.cnn.com/2021/09/08/business/amazon-whole-foods-cashierless/index.html\">网页连接</a></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon will open two cashier-less Whole Foods stores next year<blockquote>亚马逊明年将开设两家无收银员全食超市</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\">\nAmazon will open two cashier-less Whole Foods stores next year<blockquote>亚马逊明年将开设两家无收银员全食超市</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN Business</strong><span class=\"h-time small\">2021-09-09 11:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> New York (CNN Business) -Amazon(AMZN)will let you skip the checkout line at two Whole Foods stores next year. Amazon is installing its cashier-less \"Just Walk Out\" technology at the locations, which ...</p><p><blockquote><div>纽约（CNN Business）-亚马逊（AMZN）明年将让你跳过两家全食超市的收银台。亚马逊正在这些地方安装其无收银员的“走出去”技术，这……</div></blockquote></p><p>  <a href=\"https://edition.cnn.com/2021/09/08/business/amazon-whole-foods-cashierless/index.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://edition.cnn.com/2021/09/08/business/amazon-whole-foods-cashierless/index.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/09/08/business/amazon-whole-foods-cashierless/index.html\">CNN Business</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://edition.cnn.com/2021/09/08/business/amazon-whole-foods-cashierless/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105681930","content_text":"New York (CNN Business) -Amazon(AMZN)will let you skip the checkout line at two Whole Foods stores next year.\nAmazon is installing its cashier-less \"Just Walk Out\" technology at the locations, which are set to open in 2022 in Washington D.C. and Sherman Oaks, California. It's the latest test of the software, which is already used at Amazon Go convenience stores as well as Amazon Fresh grocery stores, a new,growing line of supermarkets that Amazon has been opening. Amazon also sells the software to other retailers.\nAmazon bought Whole Foods in 2017, and this will be the first time the technology is available at one of Whole Foods' more than 500 stores. Amazon said in a blog post Wednesday that it would gauge the customer response to the technology and had no immediate plans to add it to more Whole Foods stores in the future.\nThe software lets shoppers enter the store by scanning a QR code in the Amazon or Whole Foods apps and uses cameras and motion sensors to track which products they take off shelves and add to their shopping carts. At the end, customers scan the QR code again to leave the store and receive a digital receipt. The technology is only available to customers with Amazon accounts, and shoppers without them will pay using self-checkout stations.\nCashier-less technology has been criticized by labor advocates, who fear it will take away cashier jobs. Amazon said that the two stores will employ a number of workers \"comparable\" to existing Whole Foods locations of similar sizes, but did not give exact numbers.\nAdding the technology to Whole Foods is Amazon's latest step to leave its imprint on the grocery chain. Since the acquisition, Whole Foods has slashed prices, offered discounts exclusive to Amazon Prime members, and sped up home delivery times.\nBut Whole Foods has lagged Amazon's booming online retail operation. Sales at Amazon's physical stores, which are mainly comprised of Whole Foods locations, dropped 0.18% in 2019 from the year prior and then 5.6% in 2020 as more shoppers ordered online in the pandemic.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889389750,"gmtCreate":1631109635570,"gmtModify":1631891053721,"author":{"id":"3570707553717428","authorId":"3570707553717428","name":"Potatoe","avatar":"https://static.tigerbbs.com/cc3bd60b439769a7211eb0b3a1415aef","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570707553717428","authorIdStr":"3570707553717428"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889389750","repostId":"2165395939","repostType":4,"isVote":1,"tweetType":1,"viewCount":3090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812694813,"gmtCreate":1630580268032,"gmtModify":1631891053721,"author":{"id":"3570707553717428","authorId":"3570707553717428","name":"Potatoe","avatar":"https://static.tigerbbs.com/cc3bd60b439769a7211eb0b3a1415aef","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570707553717428","authorIdStr":"3570707553717428"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812694813","repostId":"1131419569","repostType":4,"repost":{"id":"1131419569","kind":"news","pubTimestamp":1630574437,"share":"https://www.laohunote.com/m/news/1131419569?lang=zh_CN&edition=full","pubTime":"2021-09-02 17:20","market":"us","language":"en","title":"2 Apple Self-Driving Cars Said To Be Involved In Accidents Last Month<blockquote>据说上个月有2辆苹果自动驾驶汽车发生事故</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131419569","media":"Benzinga","summary":"Two of Apple Inc.’s self-driving cars were involved in minor collisions in August, according to a re","content":"<p><div> Two of Apple Inc.’s self-driving cars were involved in minor collisions in August, according to a report by MacRumors that cited data from the California Department of Motor Vehicles. What Happened: ...</p><p><blockquote><div>据 MacRumors 援引加州机动车辆管理局的数据报道，苹果公司的两辆自动驾驶汽车在 8 月份发生了轻微碰撞事故。发生了什么：...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/09/22774237/2-apple-self-driving-cars-said-to-be-involved-in-accidents-last-month\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/09/22774237/2-apple-self-driving-cars-said-to-be-involved-in-accidents-last-month\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Apple Self-Driving Cars Said To Be Involved In Accidents Last Month<blockquote>据说上个月有2辆苹果自动驾驶汽车发生事故</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\">\n2 Apple Self-Driving Cars Said To Be Involved In Accidents Last Month<blockquote>据说上个月有2辆苹果自动驾驶汽车发生事故</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-09-02 17:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Two of Apple Inc.’s self-driving cars were involved in minor collisions in August, according to a report by MacRumors that cited data from the California Department of Motor Vehicles. What Happened: ...</p><p><blockquote><div>据 MacRumors 援引加州机动车辆管理局的数据报道，苹果公司的两辆自动驾驶汽车在 8 月份发生了轻微碰撞事故。发生了什么：...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/09/22774237/2-apple-self-driving-cars-said-to-be-involved-in-accidents-last-month\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/09/22774237/2-apple-self-driving-cars-said-to-be-involved-in-accidents-last-month\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/09/22774237/2-apple-self-driving-cars-said-to-be-involved-in-accidents-last-month\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","AAPL":"苹果","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/news/21/09/22774237/2-apple-self-driving-cars-said-to-be-involved-in-accidents-last-month","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131419569","content_text":"Two of Apple Inc.’s self-driving cars were involved in minor collisions in August, according to a report by MacRumors that cited data from the California Department of Motor Vehicles.\nWhat Happened: The first accident took place in San Diego on Aug. 19 when an Apple Lexus RX 450h vehicle was stopped in traffic and was hit by a Hyundai, as per the report.\nA second collision reportedly occurred on Aug. 23 in Cupertino. A vehicle with Apple's self-driving equipment was also stopped in traffic when it was rear-ended by a Subaru Outback.\nBoth the Apple self-driving vehicles were in manual mode during the accidents and neither collision was due to the fault of the Apple vehicle or the person operating the vehicle, the report noted.\nWhy It Matters:The two collisions in August mark the first time that Apple self-driving vehicles were involved in an accident since September 2019.\nThe higher number of accidents also comes after it was reported in August that Apple has expanded its self-driving car fleet in California. The data gathered from the self-driving fleet could help the tech giant’s Apple Car project.\nCompanies working on self-driving technology see increased spotlight related to accidents, and major controversies have erupted over accidents involving Tesla Inc. and Nio Inc. vehicles.\nPrice Action: Apple shares closed 0.5% higher in Wednesday’s trading at $152.51.","news_type":1,"symbols_score_info":{"NIO":0.9,"TSLA":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818209513,"gmtCreate":1630409046432,"gmtModify":1631891053723,"author":{"id":"3570707553717428","authorId":"3570707553717428","name":"Potatoe","avatar":"https://static.tigerbbs.com/cc3bd60b439769a7211eb0b3a1415aef","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570707553717428","authorIdStr":"3570707553717428"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818209513","repostId":"2163056856","repostType":4,"isVote":1,"tweetType":1,"viewCount":3192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813271904,"gmtCreate":1630209029608,"gmtModify":1704957071872,"author":{"id":"3570707553717428","authorId":"3570707553717428","name":"Potatoe","avatar":"https://static.tigerbbs.com/cc3bd60b439769a7211eb0b3a1415aef","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570707553717428","authorIdStr":"3570707553717428"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813271904","repostId":"2163304079","repostType":4,"isVote":1,"tweetType":1,"viewCount":3263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813180072,"gmtCreate":1630150258496,"gmtModify":1704956563459,"author":{"id":"3570707553717428","authorId":"3570707553717428","name":"Potatoe","avatar":"https://static.tigerbbs.com/cc3bd60b439769a7211eb0b3a1415aef","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570707553717428","authorIdStr":"3570707553717428"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813180072","repostId":"1162964424","repostType":4,"repost":{"id":"1162964424","kind":"news","pubTimestamp":1630111098,"share":"https://www.laohunote.com/m/news/1162964424?lang=zh_CN&edition=full","pubTime":"2021-08-28 08:38","market":"us","language":"en","title":"Apple Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票：它如何成为一场伟大的通胀游戏</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162964424","media":"TheStreet","summary":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.IPhone users thinking of upgrading their devices this year  should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.Bad news for consumers could be great news for Apple stock investors. If the price increase is con","content":"<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p><p><blockquote>由于某些零部件价格上涨，苹果的 iPhone 13 可能会让消费者花费更多。这对用户来说是个坏消息，但对苹果股票投资者来说可能是个好消息。</blockquote></p><p> IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has&nbsp;reported&nbsp;that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p><p><blockquote>考虑今年升级设备的IPhone用户（或那些希望转向基于iOS的产品的用户）应该期待他们的口袋更深。据 DigiTimes 报道，由于零部件通胀，苹果的 iPhone 13 可能会在下个月以更高的价格上市。</blockquote></p><p> Bad news for consumers could be great news for Apple stock&nbsp;investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p><p><blockquote>对消费者来说是坏消息，对苹果股票投资者来说可能是好消息。如果价格上涨得到证实，这将提供证据表明，在人们担心生产者和消费者价格上涨的时期，AAPL 可能是一个很好的通胀工具。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果的iPhone 12 Pro。</span></p></blockquote></p><p> <b>What happened?</b></p><p><blockquote><b>发生什么事了？</b></blockquote></p><p> The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p><p><blockquote>iPhone已经被认为是一款昂贵的科技产品，在美国，满载的高端12 Pro Max型号的价格可能高达1400美元（见下图）。由于今年的零部件短缺，芯片制造商台积电可能会将其对苹果的零部件价格提高 3% 至 5%，这可能会导致尚未发布的 iPhone 13 的价格也出现类似的上涨。</blockquote></p><p> It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p><p><blockquote>世界上最大、最成功的消费品公司之一不太可能在不确定这样做不会对新iPhone的需求产生实质性影响的情况下试图提高价格。苹果可能有能力提高价格，因为该公司了解其奢侈品牌的价值和吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：苹果商店上的iPhone 12 Pro。</span></p></blockquote></p><p> <b>A quote from Jim Cramer</b></p><p><blockquote><b>吉姆·克莱默的一句话</b></blockquote></p><p> One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p><p><blockquote>在可预见的未来，股市面临的最令人担忧的阻力之一是通货膨胀可能侵蚀企业利润率并导致 2021-2022 年利率上升。但如果生产者和消费者价格飙升，并非所有股票都会受到同等影响。</blockquote></p><p> Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that&nbsp;Mad Money’s Jim Cramer has made recently. Here is his quote:</p><p><blockquote>一般来说，拥有强大定价权、能够将较高生产成本转嫁给消费者的公司可能会跑赢大盘。这是 Mad Money 的吉姆-克莱默（Jim Cramer）最近提出的观点。以下是他的名言：</blockquote></p><p>   “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”  <b>The impact to the P&amp;L</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时......我想让你问问自己，如果公司实施涨价，你会对涨价麻木不仁吗？[有哪些]公司可以在不激怒你的情况下提高价格？去买他们的股票吧。”<b>对损益的影响</b></blockquote></p><p> Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p><p><blockquote>价格上涨对公司的财务业绩是好事还是坏事？答案是微妙的，取决于几个因素。</blockquote></p><p> Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p><p><blockquote>在其他条件不变的情况下，更高的价格也意味着更高的收入（想想销售公式：价格乘以数量）。如果价格上涨与产品或运营成本的增加脱钩，那么价格上涨也有助于提高利润率，从而提高利润。</blockquote></p><p> However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p><p><blockquote>然而，“保持其他一切不变”并不是世界的真正运作方式。价格的变化往往会对几个关键变量产生影响，其中最重要的是需求。如果价格上涨对销量没有太大影响或根本没有影响，这对收入和最有可能的盈利来说都是个好消息。</blockquote></p><p> The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p><p><blockquote>另一件要考虑的事情是价格上涨是完全还是仅部分抵消了更高的成本。假设后者，收入仍然可以受益，而不会对利润率和利润产生相应的积极影响。由于移动部件众多，因此很难确定价格更高的 iPhone 未来会对苹果的财务报表产生怎样的影响。</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 Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票：它如何成为一场伟大的通胀游戏</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 Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票：它如何成为一场伟大的通胀游戏</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-08-28 08:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p><p><blockquote>由于某些零部件价格上涨，苹果的 iPhone 13 可能会让消费者花费更多。这对用户来说是个坏消息，但对苹果股票投资者来说可能是个好消息。</blockquote></p><p> IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has&nbsp;reported&nbsp;that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p><p><blockquote>考虑今年升级设备的IPhone用户（或那些希望转向基于iOS的产品的用户）应该期待他们的口袋更深。据 DigiTimes 报道，由于零部件通胀，苹果的 iPhone 13 可能会在下个月以更高的价格上市。</blockquote></p><p> Bad news for consumers could be great news for Apple stock&nbsp;investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p><p><blockquote>对消费者来说是坏消息，对苹果股票投资者来说可能是好消息。如果价格上涨得到证实，这将提供证据表明，在人们担心生产者和消费者价格上涨的时期，AAPL 可能是一个很好的通胀工具。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果的iPhone 12 Pro。</span></p></blockquote></p><p> <b>What happened?</b></p><p><blockquote><b>发生什么事了？</b></blockquote></p><p> The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p><p><blockquote>iPhone已经被认为是一款昂贵的科技产品，在美国，满载的高端12 Pro Max型号的价格可能高达1400美元（见下图）。由于今年的零部件短缺，芯片制造商台积电可能会将其对苹果的零部件价格提高 3% 至 5%，这可能会导致尚未发布的 iPhone 13 的价格也出现类似的上涨。</blockquote></p><p> It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p><p><blockquote>世界上最大、最成功的消费品公司之一不太可能在不确定这样做不会对新iPhone的需求产生实质性影响的情况下试图提高价格。苹果可能有能力提高价格，因为该公司了解其奢侈品牌的价值和吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：苹果商店上的iPhone 12 Pro。</span></p></blockquote></p><p> <b>A quote from Jim Cramer</b></p><p><blockquote><b>吉姆·克莱默的一句话</b></blockquote></p><p> One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p><p><blockquote>在可预见的未来，股市面临的最令人担忧的阻力之一是通货膨胀可能侵蚀企业利润率并导致 2021-2022 年利率上升。但如果生产者和消费者价格飙升，并非所有股票都会受到同等影响。</blockquote></p><p> Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that&nbsp;Mad Money’s Jim Cramer has made recently. Here is his quote:</p><p><blockquote>一般来说，拥有强大定价权、能够将较高生产成本转嫁给消费者的公司可能会跑赢大盘。这是 Mad Money 的吉姆-克莱默（Jim Cramer）最近提出的观点。以下是他的名言：</blockquote></p><p>   “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”  <b>The impact to the P&amp;L</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时......我想让你问问自己，如果公司实施涨价，你会对涨价麻木不仁吗？[有哪些]公司可以在不激怒你的情况下提高价格？去买他们的股票吧。”<b>对损益的影响</b></blockquote></p><p> Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p><p><blockquote>价格上涨对公司的财务业绩是好事还是坏事？答案是微妙的，取决于几个因素。</blockquote></p><p> Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p><p><blockquote>在其他条件不变的情况下，更高的价格也意味着更高的收入（想想销售公式：价格乘以数量）。如果价格上涨与产品或运营成本的增加脱钩，那么价格上涨也有助于提高利润率，从而提高利润。</blockquote></p><p> However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p><p><blockquote>然而，“保持其他一切不变”并不是世界的真正运作方式。价格的变化往往会对几个关键变量产生影响，其中最重要的是需求。如果价格上涨对销量没有太大影响或根本没有影响，这对收入和最有可能的盈利来说都是个好消息。</blockquote></p><p> The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p><p><blockquote>另一件要考虑的事情是价格上涨是完全还是仅部分抵消了更高的成本。假设后者，收入仍然可以受益，而不会对利润率和利润产生相应的积极影响。由于移动部件众多，因此很难确定价格更高的 iPhone 未来会对苹果的财务报表产生怎样的影响。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play\">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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162964424","content_text":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.\nBad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.\nFigure 1: Apple's iPhone 12 Pro.\nWhat happened?\nThe iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.\nIt is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.\nFigure 2: iPhone 12 Pro on Apple's store.\nA quote from Jim Cramer\nOne of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.\nGenerally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:\n\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n\nThe impact to the P&L\nAre higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.\nHolding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.\nHowever, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.\nThe other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837129156,"gmtCreate":1629866074975,"gmtModify":1631891053732,"author":{"id":"3570707553717428","authorId":"3570707553717428","name":"Potatoe","avatar":"https://static.tigerbbs.com/cc3bd60b439769a7211eb0b3a1415aef","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570707553717428","authorIdStr":"3570707553717428"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837129156","repostId":"1195050896","repostType":4,"repost":{"id":"1195050896","kind":"news","pubTimestamp":1629862027,"share":"https://www.laohunote.com/m/news/1195050896?lang=zh_CN&edition=full","pubTime":"2021-08-25 11:27","market":"us","language":"en","title":"AMC Networks CEO Josh Sapan Steps Down After 26-Year Run<blockquote>AMC Networks 首席执行官 Josh Sapan 在任职 26 年后辞职</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195050896","media":"WSJ","summary":"AMC Networks Inc.Chief Executive Josh Sapan is stepping down, the company said Tuesday, capping a 26","content":"<p>AMC Networks&nbsp;Inc.Chief Executive Josh Sapan is stepping down, the company said Tuesday, capping a 26-year run during which he shepherded hits including “Mad Men” and “The Walking Dead” and masterminded the company’s foray into video streaming.</p><p><blockquote>AMC网络公司。该公司周二表示，首席执行官乔希-萨潘（Josh Sapan）将卸任，结束了他 26 年的职业生涯，在此期间，他曾执导过《广告狂人》（Mad Men）和《行尸走肉》（The Walking Dead）等热门影片，并策划了公司进军视频流媒体领域。</blockquote></p><p> Mr. Sapan, 70, will be replaced in the interim by Matthew Blank, the former chairman of Showtime Networks and a senior adviser at the Raine Group, a merchant bank. The company said it would conduct a search for a permanent replacement for Mr. Sapan.</p><p><blockquote>70 岁的萨潘先生将由 Showtime Networks 前董事长、商业银行 Raine Group 高级顾问马修·布兰克 (Matthew Blank) 接替。该公司表示将寻找萨潘的永久替代者。</blockquote></p><p> Mr. Sapan will become executive vice chairman of AMC Networks, advising the company on its video-streaming efforts.</p><p><blockquote>Sapan 先生将成为 AMC Networks 的执行副董事长，为该公司的视频流工作提供建议。</blockquote></p><p> He helped transform AMC Networks from a sleepy network known for airing classic movies into a TV tastemaker that took risks on critically acclaimed shows. On his watch, the company greenlighted “Mad Men,” “Breaking Bad” and “The Walking Dead,” which helped define the rise of prestige television.</p><p><blockquote>他帮助AMC电视网从一个以播放经典电影而闻名的昏昏欲睡的电视网转变为一个在广受好评的节目中冒险的电视潮流制造者。在他的领导下，该公司批准了《广告狂人》、《绝命毒师》和《行尸走肉》，这有助于定义高端电视的崛起。</blockquote></p><p> Mr. Sapan is stepping aside from AMC during a period of upheaval for the media industry. The rise of video-streaming services such asNetflixInc.and&nbsp;Amazon.comInc.’s&nbsp;Prime Video has pressured the traditional TV business, which for decades relied on ever-increasing growth in advertising and subscription revenue.</p><p><blockquote>萨潘先生在媒体行业动荡时期离开 AMC。NetflixInc. 和 Amazon.comInc. Prime Video 等视频流服务的兴起给传统电视业务带来了压力，几十年来，传统电视业务一直依赖于广告和订阅收入的不断增长。</blockquote></p><p> He has launched niche streaming services to feature AMC’s programming. Rather than offering a broad array of TV shows and movies, AMC is focusing on narrower audiences with targeted services such as Shudder for horror movie fans and Acorn TV for programming from the U.K.</p><p><blockquote>他推出了利基流媒体服务，以播放 AMC 的节目。AMC没有提供各种各样的电视节目和电影，而是专注于较窄的受众，有针对性的服务，如恐怖电影迷的Shudder和英国节目的Acorn TV。</blockquote></p><p> AMC Networks shares fell slightly Tuesday morning. The stock has risen by more than one-third for the year. AMC Networks is unrelated to the&nbsp;AMC Entertainment HoldingsInc.theater chain.</p><p><blockquote>AMC Networks 股价周二上午小幅下跌。该股今年已上涨超过三分之一。AMC Networks 与AMC院线控股无关。连锁影院。</blockquote></p><p> AMC Networks is controlled by James Dolan and his family, which also owns&nbsp;Madison Square Garden Entertainment.For years, AMC Networks has been viewed as a possible takeover target given its size compared with its competitors, but a deal hasn’t materialized.</p><p><blockquote>AMC Networks由詹姆斯·多兰及其家族控制，该家族还拥有麦迪逊广场花园娱乐公司。多年来，鉴于 AMC Networks 与竞争对手相比的规模，AMC Networks 一直被视为可能的收购目标，但交易尚未达成。</blockquote></p><p> The company said it expects to have 9 million subscribers to its streaming services by the end of 2021. By comparison, Netflix has 209 million subscribers andAT&amp;TInc.’s&nbsp;Warner&nbsp;Media has 67.5 million subscribers world-wide across its HBO Max streaming service and the HBO cable channel.</p><p><blockquote>该公司表示，预计到 2021 年底，其流媒体服务将拥有 900 万用户。相比之下，Netflix 拥有 2.09 亿用户，而 Dat&amp;TInc. 的华纳媒体通过其 HBO Max 流媒体服务和 HBO 有线电视频道在全球拥有 6750 万用户。</blockquote></p><p> AMC Networks has grown its earnings despite the headwinds facing the traditional media sector. The company said profits rose 11.2% to $250.6 million in the second quarter from a year earlier.</p><p><blockquote>尽管传统媒体行业面临逆风，AMC Networks 的盈利仍有所增长。该公司表示，第二季度利润同比增长 11.2%，达到 2.506 亿美元。</blockquote></p><p> In July, the company said it agreed to pay $200 million to settle a legal battle with “Walking Dead” creator Frank Darabont over profits from the show.</p><p><blockquote>今年 7 月，该公司表示同意支付 2 亿美元，以解决与《行尸走肉》创作者弗兰克-达拉邦特（Frank Darabont）就该剧利润引发的法律纠纷。</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>AMC Networks CEO Josh Sapan Steps Down After 26-Year Run<blockquote>AMC Networks 首席执行官 Josh Sapan 在任职 26 年后辞职</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\">\nAMC Networks CEO Josh Sapan Steps Down After 26-Year Run<blockquote>AMC Networks 首席执行官 Josh Sapan 在任职 26 年后辞职</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">WSJ</strong><span class=\"h-time small\">2021-08-25 11:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMC Networks&nbsp;Inc.Chief Executive Josh Sapan is stepping down, the company said Tuesday, capping a 26-year run during which he shepherded hits including “Mad Men” and “The Walking Dead” and masterminded the company’s foray into video streaming.</p><p><blockquote>AMC网络公司。该公司周二表示，首席执行官乔希-萨潘（Josh Sapan）将卸任，结束了他 26 年的职业生涯，在此期间，他曾执导过《广告狂人》（Mad Men）和《行尸走肉》（The Walking Dead）等热门影片，并策划了公司进军视频流媒体领域。</blockquote></p><p> Mr. Sapan, 70, will be replaced in the interim by Matthew Blank, the former chairman of Showtime Networks and a senior adviser at the Raine Group, a merchant bank. The company said it would conduct a search for a permanent replacement for Mr. Sapan.</p><p><blockquote>70 岁的萨潘先生将由 Showtime Networks 前董事长、商业银行 Raine Group 高级顾问马修·布兰克 (Matthew Blank) 接替。该公司表示将寻找萨潘的永久替代者。</blockquote></p><p> Mr. Sapan will become executive vice chairman of AMC Networks, advising the company on its video-streaming efforts.</p><p><blockquote>Sapan 先生将成为 AMC Networks 的执行副董事长，为该公司的视频流工作提供建议。</blockquote></p><p> He helped transform AMC Networks from a sleepy network known for airing classic movies into a TV tastemaker that took risks on critically acclaimed shows. On his watch, the company greenlighted “Mad Men,” “Breaking Bad” and “The Walking Dead,” which helped define the rise of prestige television.</p><p><blockquote>他帮助AMC电视网从一个以播放经典电影而闻名的昏昏欲睡的电视网转变为一个在广受好评的节目中冒险的电视潮流制造者。在他的领导下，该公司批准了《广告狂人》、《绝命毒师》和《行尸走肉》，这有助于定义高端电视的崛起。</blockquote></p><p> Mr. Sapan is stepping aside from AMC during a period of upheaval for the media industry. The rise of video-streaming services such asNetflixInc.and&nbsp;Amazon.comInc.’s&nbsp;Prime Video has pressured the traditional TV business, which for decades relied on ever-increasing growth in advertising and subscription revenue.</p><p><blockquote>萨潘先生在媒体行业动荡时期离开 AMC。NetflixInc. 和 Amazon.comInc. Prime Video 等视频流服务的兴起给传统电视业务带来了压力，几十年来，传统电视业务一直依赖于广告和订阅收入的不断增长。</blockquote></p><p> He has launched niche streaming services to feature AMC’s programming. Rather than offering a broad array of TV shows and movies, AMC is focusing on narrower audiences with targeted services such as Shudder for horror movie fans and Acorn TV for programming from the U.K.</p><p><blockquote>他推出了利基流媒体服务，以播放 AMC 的节目。AMC没有提供各种各样的电视节目和电影，而是专注于较窄的受众，有针对性的服务，如恐怖电影迷的Shudder和英国节目的Acorn TV。</blockquote></p><p> AMC Networks shares fell slightly Tuesday morning. The stock has risen by more than one-third for the year. AMC Networks is unrelated to the&nbsp;AMC Entertainment HoldingsInc.theater chain.</p><p><blockquote>AMC Networks 股价周二上午小幅下跌。该股今年已上涨超过三分之一。AMC Networks 与AMC院线控股无关。连锁影院。</blockquote></p><p> AMC Networks is controlled by James Dolan and his family, which also owns&nbsp;Madison Square Garden Entertainment.For years, AMC Networks has been viewed as a possible takeover target given its size compared with its competitors, but a deal hasn’t materialized.</p><p><blockquote>AMC Networks由詹姆斯·多兰及其家族控制，该家族还拥有麦迪逊广场花园娱乐公司。多年来，鉴于 AMC Networks 与竞争对手相比的规模，AMC Networks 一直被视为可能的收购目标，但交易尚未达成。</blockquote></p><p> The company said it expects to have 9 million subscribers to its streaming services by the end of 2021. By comparison, Netflix has 209 million subscribers andAT&amp;TInc.’s&nbsp;Warner&nbsp;Media has 67.5 million subscribers world-wide across its HBO Max streaming service and the HBO cable channel.</p><p><blockquote>该公司表示，预计到 2021 年底，其流媒体服务将拥有 900 万用户。相比之下，Netflix 拥有 2.09 亿用户，而 Dat&amp;TInc. 的华纳媒体通过其 HBO Max 流媒体服务和 HBO 有线电视频道在全球拥有 6750 万用户。</blockquote></p><p> AMC Networks has grown its earnings despite the headwinds facing the traditional media sector. The company said profits rose 11.2% to $250.6 million in the second quarter from a year earlier.</p><p><blockquote>尽管传统媒体行业面临逆风，AMC Networks 的盈利仍有所增长。该公司表示，第二季度利润同比增长 11.2%，达到 2.506 亿美元。</blockquote></p><p> In July, the company said it agreed to pay $200 million to settle a legal battle with “Walking Dead” creator Frank Darabont over profits from the show.</p><p><blockquote>今年 7 月，该公司表示同意支付 2 亿美元，以解决与《行尸走肉》创作者弗兰克-达拉邦特（Frank Darabont）就该剧利润引发的法律纠纷。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/amc-networks-ceo-josh-sapan-steps-down-after-26-year-run-11629813291?mod=business_lead_pos3\">WSJ</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":{"AMCX":"AMC网络公司"},"source_url":"https://www.wsj.com/articles/amc-networks-ceo-josh-sapan-steps-down-after-26-year-run-11629813291?mod=business_lead_pos3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195050896","content_text":"AMC Networks Inc.Chief Executive Josh Sapan is stepping down, the company said Tuesday, capping a 26-year run during which he shepherded hits including “Mad Men” and “The Walking Dead” and masterminded the company’s foray into video streaming.\nMr. Sapan, 70, will be replaced in the interim by Matthew Blank, the former chairman of Showtime Networks and a senior adviser at the Raine Group, a merchant bank. The company said it would conduct a search for a permanent replacement for Mr. Sapan.\nMr. Sapan will become executive vice chairman of AMC Networks, advising the company on its video-streaming efforts.\nHe helped transform AMC Networks from a sleepy network known for airing classic movies into a TV tastemaker that took risks on critically acclaimed shows. On his watch, the company greenlighted “Mad Men,” “Breaking Bad” and “The Walking Dead,” which helped define the rise of prestige television.\nMr. Sapan is stepping aside from AMC during a period of upheaval for the media industry. The rise of video-streaming services such asNetflixInc.and Amazon.comInc.’s Prime Video has pressured the traditional TV business, which for decades relied on ever-increasing growth in advertising and subscription revenue.\nHe has launched niche streaming services to feature AMC’s programming. Rather than offering a broad array of TV shows and movies, AMC is focusing on narrower audiences with targeted services such as Shudder for horror movie fans and Acorn TV for programming from the U.K.\nAMC Networks shares fell slightly Tuesday morning. The stock has risen by more than one-third for the year. AMC Networks is unrelated to the AMC Entertainment HoldingsInc.theater chain.\nAMC Networks is controlled by James Dolan and his family, which also owns Madison Square Garden Entertainment.For years, AMC Networks has been viewed as a possible takeover target given its size compared with its competitors, but a deal hasn’t materialized.\nThe company said it expects to have 9 million subscribers to its streaming services by the end of 2021. By comparison, Netflix has 209 million subscribers andAT&TInc.’s Warner Media has 67.5 million subscribers world-wide across its HBO Max streaming service and the HBO cable channel.\nAMC Networks has grown its earnings despite the headwinds facing the traditional media sector. The company said profits rose 11.2% to $250.6 million in the second quarter from a year earlier.\nIn July, the company said it agreed to pay $200 million to settle a legal battle with “Walking Dead” creator Frank Darabont over profits from the 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09:49","market":"us","language":"en","title":"Intel: Good Value Or Value Trap?<blockquote>英特尔：好价值还是价值陷阱？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100055241","media":"Seeking Alpha","summary":"Intel had a mixed earnings report that sent some investors running for the hills.The company beat earnings and actually raised guidance for 2021, but they signaled that supply chain issues remain and profitability in 2022 will be lower.After the sell-off, is Intel a good value or a value trap?The waters have been pretty rough for Intel Corp.  investors over the past few years.It seems like every time the sun comes out...there is another storm right around the corner.As highlighted on the earning","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Intel had a mixed earnings report&nbsp;that sent some investors running for the hills.</li>  <li>The company beat earnings and actually raised guidance for 2021, but they signaled that supply chain issues remain and profitability in 2022 will be lower.</li>  <li>After the sell-off, is Intel a good value or a value trap?</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c02609041d90c055d66b217f06706d28\" tg-width=\"1536\" tg-height=\"1022\" referrerpolicy=\"no-referrer\"><span>4kodiak/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>英特尔的财报喜忧参半，这让一些投资者望而却步。</li><li>该公司超出了盈利预期，实际上提高了 2021 年的指引，但他们表示供应链问题仍然存在，2022 年的盈利能力将较低。</li><li>抛售之后，英特尔是好价值还是价值陷阱？</li></ul><p class=\"t-img-caption\"><span>4kodiak/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> The waters have been pretty rough for Intel Corp. (INTC) investors over the past few years.</p><p><blockquote>过去几年，英特尔公司 (INTC) 投资者的处境相当艰难。</blockquote></p><p> It seems like every time the sun comes out...there is another storm right around the corner.</p><p><blockquote>好像每次太阳出来……...又一场暴风雨就在眼前。</blockquote></p><p> As highlighted on the earnings call last night, the next \"storm\" brewing for Intel is continued supply chain issues (component shortages in the PC business) and reduced near-term profitability from rising capital expenditure needs, which has sent the stock plummeting 11% this morning into the abyss.</p><p><blockquote>正如昨晚的财报看涨期权上所强调的那样，英特尔正在酝酿的下一个“风暴”是持续的供应链问题（个人电脑业务的零部件短缺）以及不断上升的资本支出需求导致近期盈利能力下降，这导致该股暴跌11%今天上午陷入深渊。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5bd612f6f25b6e86d7a72b38440d513f\" tg-width=\"640\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> However, buying the dips has actually been pretty lucrative in the recent past...if, of course, you were lucky enough to fade the rallies.</p><p><blockquote>然而，在最近的过去，逢低买入实际上是相当有利可图的……当然，如果你足够幸运，赶上了涨势。</blockquote></p><p> To be fair, Intel has had its fair share of challenges this year, despite general tailwinds in the industry (i.e., chip demand far outpacing supply).</p><p><blockquote>公平地说，尽管行业普遍有利（即芯片需求远远超过供应），但英特尔今年仍然面临着相当大的挑战。</blockquote></p><p> Specifically, Intel has had some well-documented manufacturing blunders that have caused major delays and loss of some market share...mainly to Advanced Micro Devices (AMD).</p><p><blockquote>具体来说，英特尔出现了一些有据可查的制造失误，导致了重大延误和部分市场份额的损失……主要是先进微设备公司（AMD）。</blockquote></p><p> This has triggered concern amongst investors that the stock may be a potential \"value trap\" now.</p><p><blockquote>这引发了投资者的担忧，即该股现在可能是一个潜在的“价值陷阱”。</blockquote></p><p> All that said, Intel is dedicated to spending $25 billion to $28 billion in 2022 and just broke ground on some new fabs.</p><p><blockquote>尽管如此，英特尔致力于在 2022 年斥资 250 亿至 280 亿美元，并且刚刚在一些新晶圆厂上破土动工。</blockquote></p><p> Personally, I don't think we are anywhere near peak demand for chips and I believe that Intel's fabrication capabilities are (and will continue to be) a huge advantage for the company for years to come.</p><p><blockquote>就我个人而言，我认为我们还没有接近芯片需求的峰值，我相信英特尔的制造能力是（并将继续是）该公司未来几年的巨大优势。</blockquote></p><p> So how can we structure a trade to take advantage of the upside potential in the stock (after this pullback) while also protecting ourselves from more near-term downside (if any)?</p><p><blockquote>那么，我们如何组织交易来利用股票的上行潜力（在这次回调之后），同时保护自己免受更多近期下行（如果有的话）的影响呢？</blockquote></p><p> <b>It's a perfect situation for a \"Triple Play\" trade!</b></p><p><blockquote><b>这是“三网融合”交易的完美局面!</b></blockquote></p><p> Intel Corp.</p><p><blockquote>英特尔公司</blockquote></p><p> <b>Sector/Industry:</b>Technology/Semiconductors</p><p><blockquote><b>行业/行业：</b>技术/半导体</blockquote></p><p>   Intel is the world's largest chipmaker. It designs and manufactures microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors. It was the prime proponent of Moore's Law for advances in semiconductor manufacturing, though the firm has recently faced manufacturing delays. While Intel's server processor business has benefited from the shift to the cloud, the firm has also been expanding into new adjacencies as the personal computer market has stagnated. These include areas such as the Internet of Things, artificial intelligence, and automotive. Intel has been active on the merger and acquisitions front, acquiring Altera, Mobileye, and Habana Labs in order to bolster these efforts in non-PC arenas.  <i>Source: YCharts</i></p><p><blockquote>英特尔是全球最大的芯片制造商。它为全球个人电脑和数据中心市场设计和制造微处理器。英特尔是微处理器x86架构的先驱。它是半导体制造进步摩尔定律的主要支持者，尽管该公司最近面临制造延误。虽然英特尔的服务器处理器业务受益于向云的转变，但随着个人电脑市场停滞不前，该公司也在向新的邻近地区扩张。其中包括物联网、人工智能和汽车等领域。英特尔一直活跃在并购领域，收购了Altera、Mobileye和Habana Labs，以支持非PC领域的这些努力。<i>资料来源：YCharts</i></blockquote></p><p> <b>Valuation/Upside Potential</b></p><p><blockquote><b>估值/上行潜力</b></blockquote></p><p> Intel looks extremely attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (hence the high Value Ranking of 10).</p><p><blockquote>从估值的角度来看，英特尔看起来极具吸引力，目前其所有长期估值指标的交易价格都有相当大的折扣（因此价值排名为 10）。</blockquote></p><p> Specifically, Intel is trading at a nice discount to its historical P/E multiple on a forward basis (10.6x 2021 earnings).<i>Note that the company actually just increased its guidance for fiscal 2021 earnings to $5.28 per share</i>.</p><p><blockquote>具体来说，英特尔的远期交易价格较其历史市盈率有不错的折扣（2021 年收益的 10.6 倍）。<i>请注意，该公司实际上刚刚将 2021 财年收益指引上调至每股 5.28 美元</i>.</blockquote></p><p> That said, as supply chain worries decrease over time, we definitely think there could be some room for margin expansion in the future.</p><p><blockquote>也就是说，随着供应链担忧随着时间的推移而减少，我们肯定认为未来可能还有一些利润扩张的空间。</blockquote></p><p> If you put just a 12x-14x multiple on consensus forward earnings of $5.28 per share for FYE 2021, that would equate to a $63.00- $73.00 stock price (representing 25%-45% upside from current levels).</p><p><blockquote>如果您将 FYE 2021 每股 5.28 美元的共识预期收益仅放置 12 倍-14 倍，则相当于 63.00-73.00 美元的股价（比当前水平上涨 25%-45%）。</blockquote></p><p> Although it probably won't get there in a straight line...</p><p><blockquote>虽然它可能不会直线到达那里……</blockquote></p><p> <b>\"Triple Play\" Trade Analysis</b></p><p><blockquote><b>“三网融合”贸易分析</b></blockquote></p><p> A \"Triple Play\" trade involves simultaneously selling a cash-secured put and a covered call on a stock that you own.</p><p><blockquote>“三重交易”涉及同时出售您拥有的股票的现金担保看跌期权和备兑看涨期权。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e3af23e0208929d569a6e62a12a9607\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Note that if you don't currently own INTC stock, you will want to buy it before you write the covered call.</p><p><blockquote>请注意，如果您目前没有 INTC 股票，您需要在撰写备兑看涨期权之前购买它。</blockquote></p><p> This trade will allow you to take advantage of the upside potential in the stock while also protecting some of the near-term downside (if any).</p><p><blockquote>这种交易将允许您利用股票的上行潜力，同时也保护一些近期的下行（如果有的话）。</blockquote></p><p> <b>Step 1: Sell Cash-Secured Puts (50% of position size)</b></p><p><blockquote><b>第 1 步：出售现金担保看跌期权（头寸规模的 50%）</b></blockquote></p><p></p><p> The first step of the Triple Play trade is to sell a cash-secured put on the stock for 50% of your target position size. For example, if you wanted to own 400 shares of INTC... you would sell 2 cash-secured put contract, which represents 200 shares of stock.</p><p><blockquote>三重交易的第一步是以目标头寸规模的 50% 出售现金担保的股票看跌期权。例如，如果你想拥有400股INTC股票……您将出售 2 份现金担保看跌期权合约，代表 200 股股票。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌期权交易时，我们关注的三个主要数据点是：</blockquote></p><p> <ul>  <li>Premium Yield % (or Average Monthly Yield %): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li>  <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li>  <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> <i>Note that there's always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><ul><li>权利金收益率%（或平均月收益率%）：假设期权到期时一文不值（价外），衡量预期资本回报率。<i>假设购股权完全以现金作抵押。</i></li><li>安全边际%：下行保护的衡量标准或标的股票可能下跌但仍允许您在期权交易中实现收支平衡的百分比。</li><li>Delta：看跌期权最终平价概率的一个很好的代表。</li></ul><i>请注意，保费收益率和安全边际之间总是存在负相关关系：给定行权月份的保费收益率越高，安全边际就越低。</i></blockquote></p><p> <i>Investors always should be honest with themselves about their risk tolerance. Selling CSPs can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。销售CSP可以根据您的需求进行调整。</i></blockquote></p><p> As discussed in the video, we like the $45.00-$50.00 range for INTC in the near term. So we like the following cash-secured put:</p><p><blockquote>正如视频中所讨论的，我们看好 INTC 短期内 45.00-50.00 美元的区间。因此，我们喜欢以下现金担保看跌期权：</blockquote></p><p> <i><b>INTC Nov 19th $47.50.00 Put (28 days until expiration)</b></i></p><p><blockquote><i><b>INTC 11 月 19 日 $47.50.00 看跌期权（距到期 28 天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$0.58 premium</li>  <li>Average Monthly Yield %: 1.3% (15.6% annualized)</li>  <li>Margin-of-Safety %: 4.2%</li>  <li>Delta: 28</li> </ul> <b>Step 2: Buy the Stock (50% of position size)</b></p><p><blockquote><ul><li>期权溢价：~0.58 美元溢价</li><li>平均月收益率%：1.3%（年化15.6%）</li><li>安全裕度%：4.2%</li><li>德尔塔：28</li></ul><b>第 2 步：购买股票（仓位规模的 50%）</b></blockquote></p><p> <i>Note: At the time of publication, INTC was trading at $49.60. If you already own the stock, you can skip to Step 3.</i></p><p><blockquote><i>注：在发布时，INTC的交易价格为49.60美元。如果您已经拥有该股票，您可以跳到第 3 步。</i></blockquote></p><p> The second step of the Triple Play is to buy the stock (50% of your target position size). For example, if you wanted to own 400 shares of INTC... you would buy 200 shares of stock.</p><p><blockquote>三重策略的第二步是购买股票（目标仓位规模的 50%）。例如，如果你想拥有400股INTC股票……你会买200股股票。</blockquote></p><p> <b>Step 3: Sell Covered Calls On Your Stock Position (*optional*)</b></p><p><blockquote><b>第 3 步：出售股票头寸上的备兑评级（*可选*）</b></blockquote></p><p> A covered call strategy will help generate some short-term income, maintain some upside exposure, and mitigate some downside risk.</p><p><blockquote>备兑看涨期权策略将有助于产生一些短期收入，维持一些上行风险，并减轻一些下行风险。</blockquote></p><p> With a covered call, you are agreeing to sell your stock at a higher price (your call option strike price) but you get to keep your call option premium either way.</p><p><blockquote>通过备兑看涨期权，您同意以更高的价格（您的看涨期权期权执行价格）出售您的股票，但无论哪种方式，您都可以保留您的看涨期权期权费。</blockquote></p><p> As discussed in the video, since we like the upside potential in the near term with INTC, you will want to give yourself some room for the stock to run.<b>So we would actually recommend waiting for the stock to trade a little higher before selling covered calls.</b></p><p><blockquote>正如视频中所讨论的，由于我们看好 INTC 短期内的上涨潜力，因此您需要给自己一些股票运行的空间。<b>因此，我们实际上建议等待股票交易稍微走高后再出售备兑评级。</b></blockquote></p><p> That said, if you wanted to execute the covered calls today, I would certainly consider taking less premium income to preserve more potential upside profit. For example, the $53.00 call would give you an extra 0.5% of income per month (6.0% annualized)...which would essentially triple your dividend yield on the stock!</p><p><blockquote>也就是说，如果您今天想执行承保评级，我肯定会考虑减少保费收入，以保留更多潜在的上行利润。例如，53.00美元的看涨期权会给你每月额外0.5%的收入（年化6.0%）...这基本上会让你的股票股息收益率增加两倍!</blockquote></p><p> <i><b>INTC Nov 19th $53.00 Call (28 days until expiration)</b></i></p><p><blockquote><i><b>INTC 11 月 19 日 $53.00 看涨期权（距到期 28 天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$0.25 premium</li>  <li>Average Monthly Yield %: 0.5% (6.0% annualized)</li>  <li>Upside Profit %: 7.4%</li>  <li>Delta: 15</li> </ul> <b>Conclusion</b></p><p><blockquote><ul><li>期权溢价：~0.25 美元溢价</li><li>平均月收益率%：0.5%（年化6.0%）</li><li>上行利润%：7.4%</li><li>德尔塔：15</li></ul><b>结论</b></blockquote></p><p> This Triple Play trade will allow you to take advantage of the upside potential in INTC stock while also giving you some downside cushion if shares trade lower in the near term. As the covered calls and cash-secured puts expire, you can rinse and repeat the Triple Play trade!</p><p><blockquote>这种三重交易将允许您利用 INTC 股票的上行潜力，同时如果股价在短期内走低，也可以为您提供一些下行缓冲。当备兑评级和现金担保看跌期权到期时，您可以清洗并重复三重交易!</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>Intel: Good Value Or Value Trap?<blockquote>英特尔：好价值还是价值陷阱？</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\">\nIntel: Good Value Or Value Trap?<blockquote>英特尔：好价值还是价值陷阱？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-24 09:49</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>Intel had a mixed earnings report&nbsp;that sent some investors running for the hills.</li>  <li>The company beat earnings and actually raised guidance for 2021, but they signaled that supply chain issues remain and profitability in 2022 will be lower.</li>  <li>After the sell-off, is Intel a good value or a value trap?</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c02609041d90c055d66b217f06706d28\" tg-width=\"1536\" tg-height=\"1022\" referrerpolicy=\"no-referrer\"><span>4kodiak/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>英特尔的财报喜忧参半，这让一些投资者望而却步。</li><li>该公司超出了盈利预期，实际上提高了 2021 年的指引，但他们表示供应链问题仍然存在，2022 年的盈利能力将较低。</li><li>抛售之后，英特尔是好价值还是价值陷阱？</li></ul><p class=\"t-img-caption\"><span>4kodiak/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> The waters have been pretty rough for Intel Corp. (INTC) investors over the past few years.</p><p><blockquote>过去几年，英特尔公司 (INTC) 投资者的处境相当艰难。</blockquote></p><p> It seems like every time the sun comes out...there is another storm right around the corner.</p><p><blockquote>好像每次太阳出来……...又一场暴风雨就在眼前。</blockquote></p><p> As highlighted on the earnings call last night, the next \"storm\" brewing for Intel is continued supply chain issues (component shortages in the PC business) and reduced near-term profitability from rising capital expenditure needs, which has sent the stock plummeting 11% this morning into the abyss.</p><p><blockquote>正如昨晚的财报看涨期权上所强调的那样，英特尔正在酝酿的下一个“风暴”是持续的供应链问题（个人电脑业务的零部件短缺）以及不断上升的资本支出需求导致近期盈利能力下降，这导致该股暴跌11%今天上午陷入深渊。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5bd612f6f25b6e86d7a72b38440d513f\" tg-width=\"640\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> However, buying the dips has actually been pretty lucrative in the recent past...if, of course, you were lucky enough to fade the rallies.</p><p><blockquote>然而，在最近的过去，逢低买入实际上是相当有利可图的……当然，如果你足够幸运，赶上了涨势。</blockquote></p><p> To be fair, Intel has had its fair share of challenges this year, despite general tailwinds in the industry (i.e., chip demand far outpacing supply).</p><p><blockquote>公平地说，尽管行业普遍有利（即芯片需求远远超过供应），但英特尔今年仍然面临着相当大的挑战。</blockquote></p><p> Specifically, Intel has had some well-documented manufacturing blunders that have caused major delays and loss of some market share...mainly to Advanced Micro Devices (AMD).</p><p><blockquote>具体来说，英特尔出现了一些有据可查的制造失误，导致了重大延误和部分市场份额的损失……主要是先进微设备公司（AMD）。</blockquote></p><p> This has triggered concern amongst investors that the stock may be a potential \"value trap\" now.</p><p><blockquote>这引发了投资者的担忧，即该股现在可能是一个潜在的“价值陷阱”。</blockquote></p><p> All that said, Intel is dedicated to spending $25 billion to $28 billion in 2022 and just broke ground on some new fabs.</p><p><blockquote>尽管如此，英特尔致力于在 2022 年斥资 250 亿至 280 亿美元，并且刚刚在一些新晶圆厂上破土动工。</blockquote></p><p> Personally, I don't think we are anywhere near peak demand for chips and I believe that Intel's fabrication capabilities are (and will continue to be) a huge advantage for the company for years to come.</p><p><blockquote>就我个人而言，我认为我们还没有接近芯片需求的峰值，我相信英特尔的制造能力是（并将继续是）该公司未来几年的巨大优势。</blockquote></p><p> So how can we structure a trade to take advantage of the upside potential in the stock (after this pullback) while also protecting ourselves from more near-term downside (if any)?</p><p><blockquote>那么，我们如何组织交易来利用股票的上行潜力（在这次回调之后），同时保护自己免受更多近期下行（如果有的话）的影响呢？</blockquote></p><p> <b>It's a perfect situation for a \"Triple Play\" trade!</b></p><p><blockquote><b>这是“三网融合”交易的完美局面!</b></blockquote></p><p> Intel Corp.</p><p><blockquote>英特尔公司</blockquote></p><p> <b>Sector/Industry:</b>Technology/Semiconductors</p><p><blockquote><b>行业/行业：</b>技术/半导体</blockquote></p><p>   Intel is the world's largest chipmaker. It designs and manufactures microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors. It was the prime proponent of Moore's Law for advances in semiconductor manufacturing, though the firm has recently faced manufacturing delays. While Intel's server processor business has benefited from the shift to the cloud, the firm has also been expanding into new adjacencies as the personal computer market has stagnated. These include areas such as the Internet of Things, artificial intelligence, and automotive. Intel has been active on the merger and acquisitions front, acquiring Altera, Mobileye, and Habana Labs in order to bolster these efforts in non-PC arenas.  <i>Source: YCharts</i></p><p><blockquote>英特尔是全球最大的芯片制造商。它为全球个人电脑和数据中心市场设计和制造微处理器。英特尔是微处理器x86架构的先驱。它是半导体制造进步摩尔定律的主要支持者，尽管该公司最近面临制造延误。虽然英特尔的服务器处理器业务受益于向云的转变，但随着个人电脑市场停滞不前，该公司也在向新的邻近地区扩张。其中包括物联网、人工智能和汽车等领域。英特尔一直活跃在并购领域，收购了Altera、Mobileye和Habana Labs，以支持非PC领域的这些努力。<i>资料来源：YCharts</i></blockquote></p><p> <b>Valuation/Upside Potential</b></p><p><blockquote><b>估值/上行潜力</b></blockquote></p><p> Intel looks extremely attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (hence the high Value Ranking of 10).</p><p><blockquote>从估值的角度来看，英特尔看起来极具吸引力，目前其所有长期估值指标的交易价格都有相当大的折扣（因此价值排名为 10）。</blockquote></p><p> Specifically, Intel is trading at a nice discount to its historical P/E multiple on a forward basis (10.6x 2021 earnings).<i>Note that the company actually just increased its guidance for fiscal 2021 earnings to $5.28 per share</i>.</p><p><blockquote>具体来说，英特尔的远期交易价格较其历史市盈率有不错的折扣（2021 年收益的 10.6 倍）。<i>请注意，该公司实际上刚刚将 2021 财年收益指引上调至每股 5.28 美元</i>.</blockquote></p><p> That said, as supply chain worries decrease over time, we definitely think there could be some room for margin expansion in the future.</p><p><blockquote>也就是说，随着供应链担忧随着时间的推移而减少，我们肯定认为未来可能还有一些利润扩张的空间。</blockquote></p><p> If you put just a 12x-14x multiple on consensus forward earnings of $5.28 per share for FYE 2021, that would equate to a $63.00- $73.00 stock price (representing 25%-45% upside from current levels).</p><p><blockquote>如果您将 FYE 2021 每股 5.28 美元的共识预期收益仅放置 12 倍-14 倍，则相当于 63.00-73.00 美元的股价（比当前水平上涨 25%-45%）。</blockquote></p><p> Although it probably won't get there in a straight line...</p><p><blockquote>虽然它可能不会直线到达那里……</blockquote></p><p> <b>\"Triple Play\" Trade Analysis</b></p><p><blockquote><b>“三网融合”贸易分析</b></blockquote></p><p> A \"Triple Play\" trade involves simultaneously selling a cash-secured put and a covered call on a stock that you own.</p><p><blockquote>“三重交易”涉及同时出售您拥有的股票的现金担保看跌期权和备兑看涨期权。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e3af23e0208929d569a6e62a12a9607\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Note that if you don't currently own INTC stock, you will want to buy it before you write the covered call.</p><p><blockquote>请注意，如果您目前没有 INTC 股票，您需要在撰写备兑看涨期权之前购买它。</blockquote></p><p> This trade will allow you to take advantage of the upside potential in the stock while also protecting some of the near-term downside (if any).</p><p><blockquote>这种交易将允许您利用股票的上行潜力，同时也保护一些近期的下行（如果有的话）。</blockquote></p><p> <b>Step 1: Sell Cash-Secured Puts (50% of position size)</b></p><p><blockquote><b>第 1 步：出售现金担保看跌期权（头寸规模的 50%）</b></blockquote></p><p></p><p> The first step of the Triple Play trade is to sell a cash-secured put on the stock for 50% of your target position size. For example, if you wanted to own 400 shares of INTC... you would sell 2 cash-secured put contract, which represents 200 shares of stock.</p><p><blockquote>三重交易的第一步是以目标头寸规模的 50% 出售现金担保的股票看跌期权。例如，如果你想拥有400股INTC股票……您将出售 2 份现金担保看跌期权合约，代表 200 股股票。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌期权交易时，我们关注的三个主要数据点是：</blockquote></p><p> <ul>  <li>Premium Yield % (or Average Monthly Yield %): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li>  <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li>  <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> <i>Note that there's always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><ul><li>权利金收益率%（或平均月收益率%）：假设期权到期时一文不值（价外），衡量预期资本回报率。<i>假设购股权完全以现金作抵押。</i></li><li>安全边际%：下行保护的衡量标准或标的股票可能下跌但仍允许您在期权交易中实现收支平衡的百分比。</li><li>Delta：看跌期权最终平价概率的一个很好的代表。</li></ul><i>请注意，保费收益率和安全边际之间总是存在负相关关系：给定行权月份的保费收益率越高，安全边际就越低。</i></blockquote></p><p> <i>Investors always should be honest with themselves about their risk tolerance. Selling CSPs can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。销售CSP可以根据您的需求进行调整。</i></blockquote></p><p> As discussed in the video, we like the $45.00-$50.00 range for INTC in the near term. So we like the following cash-secured put:</p><p><blockquote>正如视频中所讨论的，我们看好 INTC 短期内 45.00-50.00 美元的区间。因此，我们喜欢以下现金担保看跌期权：</blockquote></p><p> <i><b>INTC Nov 19th $47.50.00 Put (28 days until expiration)</b></i></p><p><blockquote><i><b>INTC 11 月 19 日 $47.50.00 看跌期权（距到期 28 天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$0.58 premium</li>  <li>Average Monthly Yield %: 1.3% (15.6% annualized)</li>  <li>Margin-of-Safety %: 4.2%</li>  <li>Delta: 28</li> </ul> <b>Step 2: Buy the Stock (50% of position size)</b></p><p><blockquote><ul><li>期权溢价：~0.58 美元溢价</li><li>平均月收益率%：1.3%（年化15.6%）</li><li>安全裕度%：4.2%</li><li>德尔塔：28</li></ul><b>第 2 步：购买股票（仓位规模的 50%）</b></blockquote></p><p> <i>Note: At the time of publication, INTC was trading at $49.60. If you already own the stock, you can skip to Step 3.</i></p><p><blockquote><i>注：在发布时，INTC的交易价格为49.60美元。如果您已经拥有该股票，您可以跳到第 3 步。</i></blockquote></p><p> The second step of the Triple Play is to buy the stock (50% of your target position size). For example, if you wanted to own 400 shares of INTC... you would buy 200 shares of stock.</p><p><blockquote>三重策略的第二步是购买股票（目标仓位规模的 50%）。例如，如果你想拥有400股INTC股票……你会买200股股票。</blockquote></p><p> <b>Step 3: Sell Covered Calls On Your Stock Position (*optional*)</b></p><p><blockquote><b>第 3 步：出售股票头寸上的备兑评级（*可选*）</b></blockquote></p><p> A covered call strategy will help generate some short-term income, maintain some upside exposure, and mitigate some downside risk.</p><p><blockquote>备兑看涨期权策略将有助于产生一些短期收入，维持一些上行风险，并减轻一些下行风险。</blockquote></p><p> With a covered call, you are agreeing to sell your stock at a higher price (your call option strike price) but you get to keep your call option premium either way.</p><p><blockquote>通过备兑看涨期权，您同意以更高的价格（您的看涨期权期权执行价格）出售您的股票，但无论哪种方式，您都可以保留您的看涨期权期权费。</blockquote></p><p> As discussed in the video, since we like the upside potential in the near term with INTC, you will want to give yourself some room for the stock to run.<b>So we would actually recommend waiting for the stock to trade a little higher before selling covered calls.</b></p><p><blockquote>正如视频中所讨论的，由于我们看好 INTC 短期内的上涨潜力，因此您需要给自己一些股票运行的空间。<b>因此，我们实际上建议等待股票交易稍微走高后再出售备兑评级。</b></blockquote></p><p> That said, if you wanted to execute the covered calls today, I would certainly consider taking less premium income to preserve more potential upside profit. For example, the $53.00 call would give you an extra 0.5% of income per month (6.0% annualized)...which would essentially triple your dividend yield on the stock!</p><p><blockquote>也就是说，如果您今天想执行承保评级，我肯定会考虑减少保费收入，以保留更多潜在的上行利润。例如，53.00美元的看涨期权会给你每月额外0.5%的收入（年化6.0%）...这基本上会让你的股票股息收益率增加两倍!</blockquote></p><p> <i><b>INTC Nov 19th $53.00 Call (28 days until expiration)</b></i></p><p><blockquote><i><b>INTC 11 月 19 日 $53.00 看涨期权（距到期 28 天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$0.25 premium</li>  <li>Average Monthly Yield %: 0.5% (6.0% annualized)</li>  <li>Upside Profit %: 7.4%</li>  <li>Delta: 15</li> </ul> <b>Conclusion</b></p><p><blockquote><ul><li>期权溢价：~0.25 美元溢价</li><li>平均月收益率%：0.5%（年化6.0%）</li><li>上行利润%：7.4%</li><li>德尔塔：15</li></ul><b>结论</b></blockquote></p><p> This Triple Play trade will allow you to take advantage of the upside potential in INTC stock while also giving you some downside cushion if shares trade lower in the near term. As the covered calls and cash-secured puts expire, you can rinse and repeat the Triple Play trade!</p><p><blockquote>这种三重交易将允许您利用 INTC 股票的上行潜力，同时如果股价在短期内走低，也可以为您提供一些下行缓冲。当备兑评级和现金担保看跌期权到期时，您可以清洗并重复三重交易!</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4461530-intel-intc-stock-good-value-or-value-trap\">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":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4461530-intel-intc-stock-good-value-or-value-trap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100055241","content_text":"Summary\n\nIntel had a mixed earnings report that sent some investors running for the hills.\nThe company beat earnings and actually raised guidance for 2021, but they signaled that supply chain issues remain and profitability in 2022 will be lower.\nAfter the sell-off, is Intel a good value or a value trap?\n\n4kodiak/iStock Unreleased via Getty Images\nThe waters have been pretty rough for Intel Corp. (INTC) investors over the past few years.\nIt seems like every time the sun comes out...there is another storm right around the corner.\nAs highlighted on the earnings call last night, the next \"storm\" brewing for Intel is continued supply chain issues (component shortages in the PC business) and reduced near-term profitability from rising capital expenditure needs, which has sent the stock plummeting 11% this morning into the abyss.\n\nHowever, buying the dips has actually been pretty lucrative in the recent past...if, of course, you were lucky enough to fade the rallies.\nTo be fair, Intel has had its fair share of challenges this year, despite general tailwinds in the industry (i.e., chip demand far outpacing supply).\nSpecifically, Intel has had some well-documented manufacturing blunders that have caused major delays and loss of some market share...mainly to Advanced Micro Devices (AMD).\nThis has triggered concern amongst investors that the stock may be a potential \"value trap\" now.\nAll that said, Intel is dedicated to spending $25 billion to $28 billion in 2022 and just broke ground on some new fabs.\nPersonally, I don't think we are anywhere near peak demand for chips and I believe that Intel's fabrication capabilities are (and will continue to be) a huge advantage for the company for years to come.\nSo how can we structure a trade to take advantage of the upside potential in the stock (after this pullback) while also protecting ourselves from more near-term downside (if any)?\nIt's a perfect situation for a \"Triple Play\" trade!\nIntel Corp.\nSector/Industry:Technology/Semiconductors\n\n Intel is the world's largest chipmaker. It designs and manufactures microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors. It was the prime proponent of Moore's Law for advances in semiconductor manufacturing, though the firm has recently faced manufacturing delays. While Intel's server processor business has benefited from the shift to the cloud, the firm has also been expanding into new adjacencies as the personal computer market has stagnated. These include areas such as the Internet of Things, artificial intelligence, and automotive. Intel has been active on the merger and acquisitions front, acquiring Altera, Mobileye, and Habana Labs in order to bolster these efforts in non-PC arenas.\n\nSource: YCharts\nValuation/Upside Potential\nIntel looks extremely attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (hence the high Value Ranking of 10).\nSpecifically, Intel is trading at a nice discount to its historical P/E multiple on a forward basis (10.6x 2021 earnings).Note that the company actually just increased its guidance for fiscal 2021 earnings to $5.28 per share.\nThat said, as supply chain worries decrease over time, we definitely think there could be some room for margin expansion in the future.\nIf you put just a 12x-14x multiple on consensus forward earnings of $5.28 per share for FYE 2021, that would equate to a $63.00- $73.00 stock price (representing 25%-45% upside from current levels).\nAlthough it probably won't get there in a straight line...\n\"Triple Play\" Trade Analysis\nA \"Triple Play\" trade involves simultaneously selling a cash-secured put and a covered call on a stock that you own.\nSource: Option Income Advisor\nNote that if you don't currently own INTC stock, you will want to buy it before you write the covered call.\nThis trade will allow you to take advantage of the upside potential in the stock while also protecting some of the near-term downside (if any).\nStep 1: Sell Cash-Secured Puts (50% of position size)\nThe first step of the Triple Play trade is to sell a cash-secured put on the stock for 50% of your target position size. For example, if you wanted to own 400 shares of INTC... you would sell 2 cash-secured put contract, which represents 200 shares of stock.\nThe three main data points we look at when analyzing a cash-secured put trade are:\n\nPremium Yield % (or Average Monthly Yield %): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).Assumes that the option is fully cash secured.\nMargin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.\nDelta: A good proxy for the probability that the put option will finish in-the-money.\n\nNote that there's always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.\nInvestors always should be honest with themselves about their risk tolerance. Selling CSPs can be adapted to suit your needs.\nAs discussed in the video, we like the $45.00-$50.00 range for INTC in the near term. So we like the following cash-secured put:\nINTC Nov 19th $47.50.00 Put (28 days until expiration)\n\nOption Premium: ~$0.58 premium\nAverage Monthly Yield %: 1.3% (15.6% annualized)\nMargin-of-Safety %: 4.2%\nDelta: 28\n\nStep 2: Buy the Stock (50% of position size)\nNote: At the time of publication, INTC was trading at $49.60. If you already own the stock, you can skip to Step 3.\nThe second step of the Triple Play is to buy the stock (50% of your target position size). For example, if you wanted to own 400 shares of INTC... you would buy 200 shares of stock.\nStep 3: Sell Covered Calls On Your Stock Position (*optional*)\nA covered call strategy will help generate some short-term income, maintain some upside exposure, and mitigate some downside risk.\nWith a covered call, you are agreeing to sell your stock at a higher price (your call option strike price) but you get to keep your call option premium either way.\nAs discussed in the video, since we like the upside potential in the near term with INTC, you will want to give yourself some room for the stock to run.So we would actually recommend waiting for the stock to trade a little higher before selling covered calls.\nThat said, if you wanted to execute the covered calls today, I would certainly consider taking less premium income to preserve more potential upside profit. For example, the $53.00 call would give you an extra 0.5% of income per month (6.0% annualized)...which would essentially triple your dividend yield on the stock!\nINTC Nov 19th $53.00 Call (28 days until expiration)\n\nOption Premium: ~$0.25 premium\nAverage Monthly Yield %: 0.5% (6.0% annualized)\nUpside Profit %: 7.4%\nDelta: 15\n\nConclusion\nThis Triple Play trade will allow you to take advantage of the upside potential in INTC stock while also giving you some downside cushion if shares trade lower in the near term. As the covered calls and cash-secured puts expire, you can rinse and repeat the Triple Play trade!","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":2222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":133048795,"gmtCreate":1621675535217,"gmtModify":1631892761344,"author":{"id":"3570707553717428","authorId":"3570707553717428","name":"Potatoe","avatar":"https://static.tigerbbs.com/cc3bd60b439769a7211eb0b3a1415aef","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570707553717428","idStr":"3570707553717428"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/133048795","repostId":"2137907575","repostType":4,"isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813180072,"gmtCreate":1630150258496,"gmtModify":1704956563459,"author":{"id":"3570707553717428","authorId":"3570707553717428","name":"Potatoe","avatar":"https://static.tigerbbs.com/cc3bd60b439769a7211eb0b3a1415aef","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570707553717428","idStr":"3570707553717428"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813180072","repostId":"1162964424","repostType":4,"repost":{"id":"1162964424","kind":"news","pubTimestamp":1630111098,"share":"https://www.laohunote.com/m/news/1162964424?lang=zh_CN&edition=full","pubTime":"2021-08-28 08:38","market":"us","language":"en","title":"Apple Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票：它如何成为一场伟大的通胀游戏</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162964424","media":"TheStreet","summary":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.IPhone users thinking of upgrading their devices this year  should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.Bad news for consumers could be great news for Apple stock investors. If the price increase is con","content":"<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p><p><blockquote>由于某些零部件价格上涨，苹果的 iPhone 13 可能会让消费者花费更多。这对用户来说是个坏消息，但对苹果股票投资者来说可能是个好消息。</blockquote></p><p> IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has&nbsp;reported&nbsp;that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p><p><blockquote>考虑今年升级设备的IPhone用户（或那些希望转向基于iOS的产品的用户）应该期待他们的口袋更深。据 DigiTimes 报道，由于零部件通胀，苹果的 iPhone 13 可能会在下个月以更高的价格上市。</blockquote></p><p> Bad news for consumers could be great news for Apple stock&nbsp;investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p><p><blockquote>对消费者来说是坏消息，对苹果股票投资者来说可能是好消息。如果价格上涨得到证实，这将提供证据表明，在人们担心生产者和消费者价格上涨的时期，AAPL 可能是一个很好的通胀工具。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果的iPhone 12 Pro。</span></p></blockquote></p><p> <b>What happened?</b></p><p><blockquote><b>发生什么事了？</b></blockquote></p><p> The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p><p><blockquote>iPhone已经被认为是一款昂贵的科技产品，在美国，满载的高端12 Pro Max型号的价格可能高达1400美元（见下图）。由于今年的零部件短缺，芯片制造商台积电可能会将其对苹果的零部件价格提高 3% 至 5%，这可能会导致尚未发布的 iPhone 13 的价格也出现类似的上涨。</blockquote></p><p> It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p><p><blockquote>世界上最大、最成功的消费品公司之一不太可能在不确定这样做不会对新iPhone的需求产生实质性影响的情况下试图提高价格。苹果可能有能力提高价格，因为该公司了解其奢侈品牌的价值和吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：苹果商店上的iPhone 12 Pro。</span></p></blockquote></p><p> <b>A quote from Jim Cramer</b></p><p><blockquote><b>吉姆·克莱默的一句话</b></blockquote></p><p> One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p><p><blockquote>在可预见的未来，股市面临的最令人担忧的阻力之一是通货膨胀可能侵蚀企业利润率并导致 2021-2022 年利率上升。但如果生产者和消费者价格飙升，并非所有股票都会受到同等影响。</blockquote></p><p> Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that&nbsp;Mad Money’s Jim Cramer has made recently. Here is his quote:</p><p><blockquote>一般来说，拥有强大定价权、能够将较高生产成本转嫁给消费者的公司可能会跑赢大盘。这是 Mad Money 的吉姆-克莱默（Jim Cramer）最近提出的观点。以下是他的名言：</blockquote></p><p>   “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”  <b>The impact to the P&amp;L</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时......我想让你问问自己，如果公司实施涨价，你会对涨价麻木不仁吗？[有哪些]公司可以在不激怒你的情况下提高价格？去买他们的股票吧。”<b>对损益的影响</b></blockquote></p><p> Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p><p><blockquote>价格上涨对公司的财务业绩是好事还是坏事？答案是微妙的，取决于几个因素。</blockquote></p><p> Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p><p><blockquote>在其他条件不变的情况下，更高的价格也意味着更高的收入（想想销售公式：价格乘以数量）。如果价格上涨与产品或运营成本的增加脱钩，那么价格上涨也有助于提高利润率，从而提高利润。</blockquote></p><p> However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p><p><blockquote>然而，“保持其他一切不变”并不是世界的真正运作方式。价格的变化往往会对几个关键变量产生影响，其中最重要的是需求。如果价格上涨对销量没有太大影响或根本没有影响，这对收入和最有可能的盈利来说都是个好消息。</blockquote></p><p> The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p><p><blockquote>另一件要考虑的事情是价格上涨是完全还是仅部分抵消了更高的成本。假设后者，收入仍然可以受益，而不会对利润率和利润产生相应的积极影响。由于移动部件众多，因此很难确定价格更高的 iPhone 未来会对苹果的财务报表产生怎样的影响。</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 Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票：它如何成为一场伟大的通胀游戏</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 Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票：它如何成为一场伟大的通胀游戏</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-08-28 08:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p><p><blockquote>由于某些零部件价格上涨，苹果的 iPhone 13 可能会让消费者花费更多。这对用户来说是个坏消息，但对苹果股票投资者来说可能是个好消息。</blockquote></p><p> IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has&nbsp;reported&nbsp;that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p><p><blockquote>考虑今年升级设备的IPhone用户（或那些希望转向基于iOS的产品的用户）应该期待他们的口袋更深。据 DigiTimes 报道，由于零部件通胀，苹果的 iPhone 13 可能会在下个月以更高的价格上市。</blockquote></p><p> Bad news for consumers could be great news for Apple stock&nbsp;investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p><p><blockquote>对消费者来说是坏消息，对苹果股票投资者来说可能是好消息。如果价格上涨得到证实，这将提供证据表明，在人们担心生产者和消费者价格上涨的时期，AAPL 可能是一个很好的通胀工具。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果的iPhone 12 Pro。</span></p></blockquote></p><p> <b>What happened?</b></p><p><blockquote><b>发生什么事了？</b></blockquote></p><p> The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p><p><blockquote>iPhone已经被认为是一款昂贵的科技产品，在美国，满载的高端12 Pro Max型号的价格可能高达1400美元（见下图）。由于今年的零部件短缺，芯片制造商台积电可能会将其对苹果的零部件价格提高 3% 至 5%，这可能会导致尚未发布的 iPhone 13 的价格也出现类似的上涨。</blockquote></p><p> It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p><p><blockquote>世界上最大、最成功的消费品公司之一不太可能在不确定这样做不会对新iPhone的需求产生实质性影响的情况下试图提高价格。苹果可能有能力提高价格，因为该公司了解其奢侈品牌的价值和吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：苹果商店上的iPhone 12 Pro。</span></p></blockquote></p><p> <b>A quote from Jim Cramer</b></p><p><blockquote><b>吉姆·克莱默的一句话</b></blockquote></p><p> One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p><p><blockquote>在可预见的未来，股市面临的最令人担忧的阻力之一是通货膨胀可能侵蚀企业利润率并导致 2021-2022 年利率上升。但如果生产者和消费者价格飙升，并非所有股票都会受到同等影响。</blockquote></p><p> Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that&nbsp;Mad Money’s Jim Cramer has made recently. Here is his quote:</p><p><blockquote>一般来说，拥有强大定价权、能够将较高生产成本转嫁给消费者的公司可能会跑赢大盘。这是 Mad Money 的吉姆-克莱默（Jim Cramer）最近提出的观点。以下是他的名言：</blockquote></p><p>   “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”  <b>The impact to the P&amp;L</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时......我想让你问问自己，如果公司实施涨价，你会对涨价麻木不仁吗？[有哪些]公司可以在不激怒你的情况下提高价格？去买他们的股票吧。”<b>对损益的影响</b></blockquote></p><p> Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p><p><blockquote>价格上涨对公司的财务业绩是好事还是坏事？答案是微妙的，取决于几个因素。</blockquote></p><p> Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p><p><blockquote>在其他条件不变的情况下，更高的价格也意味着更高的收入（想想销售公式：价格乘以数量）。如果价格上涨与产品或运营成本的增加脱钩，那么价格上涨也有助于提高利润率，从而提高利润。</blockquote></p><p> However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p><p><blockquote>然而，“保持其他一切不变”并不是世界的真正运作方式。价格的变化往往会对几个关键变量产生影响，其中最重要的是需求。如果价格上涨对销量没有太大影响或根本没有影响，这对收入和最有可能的盈利来说都是个好消息。</blockquote></p><p> The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p><p><blockquote>另一件要考虑的事情是价格上涨是完全还是仅部分抵消了更高的成本。假设后者，收入仍然可以受益，而不会对利润率和利润产生相应的积极影响。由于移动部件众多，因此很难确定价格更高的 iPhone 未来会对苹果的财务报表产生怎样的影响。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play\">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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162964424","content_text":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.\nBad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.\nFigure 1: Apple's iPhone 12 Pro.\nWhat happened?\nThe iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.\nIt is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.\nFigure 2: iPhone 12 Pro on Apple's store.\nA quote from Jim Cramer\nOne of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.\nGenerally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:\n\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n\nThe impact to the P&L\nAre higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.\nHolding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.\nHowever, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.\nThe other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354262139,"gmtCreate":1617179586521,"gmtModify":1634522236911,"author":{"id":"3570707553717428","authorId":"3570707553717428","name":"Potatoe","avatar":"https://static.tigerbbs.com/cc3bd60b439769a7211eb0b3a1415aef","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570707553717428","idStr":"3570707553717428"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/354262139","repostId":"1163996400","repostType":4,"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199643605,"gmtCreate":1620702319107,"gmtModify":1631892761383,"author":{"id":"3570707553717428","authorId":"3570707553717428","name":"Potatoe","avatar":"https://static.tigerbbs.com/cc3bd60b439769a7211eb0b3a1415aef","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570707553717428","idStr":"3570707553717428"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/199643605","repostId":"2134551566","repostType":4,"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":841446035,"gmtCreate":1635938119777,"gmtModify":1635938579224,"author":{"id":"3570707553717428","authorId":"3570707553717428","name":"Potatoe","avatar":"https://static.tigerbbs.com/cc3bd60b439769a7211eb0b3a1415aef","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570707553717428","idStr":"3570707553717428"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841446035","repostId":"2180756854","repostType":4,"isVote":1,"tweetType":1,"viewCount":2679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885395288,"gmtCreate":1631755472044,"gmtModify":1631891053711,"author":{"id":"3570707553717428","authorId":"3570707553717428","name":"Potatoe","avatar":"https://static.tigerbbs.com/cc3bd60b439769a7211eb0b3a1415aef","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570707553717428","idStr":"3570707553717428"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885395288","repostId":"2167592712","repostType":4,"isVote":1,"tweetType":1,"viewCount":2401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818209513,"gmtCreate":1630409046432,"gmtModify":1631891053723,"author":{"id":"3570707553717428","authorId":"3570707553717428","name":"Potatoe","avatar":"https://static.tigerbbs.com/cc3bd60b439769a7211eb0b3a1415aef","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570707553717428","idStr":"3570707553717428"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818209513","repostId":"2163056856","repostType":4,"isVote":1,"tweetType":1,"viewCount":3192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347054334,"gmtCreate":1618451872528,"gmtModify":1634292852138,"author":{"id":"3570707553717428","authorId":"3570707553717428","name":"Potatoe","avatar":"https://static.tigerbbs.com/cc3bd60b439769a7211eb0b3a1415aef","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570707553717428","idStr":"3570707553717428"},"themes":[],"title":"","htmlText":"&nbsp;Great","listText":"&nbsp;Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347054334","repostId":"1189551384","repostType":4,"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}