RKYN的个人主页 - 老虎社区

RKYN

RKYN

Let’s learn and share together

IP属地：未知

177关注

9粉丝

0主题

0勋章

2021-10-27

Like

Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>

2021-08-04

Like like😉

抱歉，原内容已删除

2021-10-20

Gogogo. Everybody 🤞

抱歉，原内容已删除

2021-07-22

Good

抱歉，原内容已删除

2021-07-20

Pls like 😉

抱歉，原内容已删除

2021-08-05

Like ya😊

抱歉，原内容已删除

2021-08-04

😉

抱歉，原内容已删除

2021-10-20

Like ya😊

抱歉，原内容已删除

2021-09-22

Like pls🙏🏻

抱歉，原内容已删除

2021-08-07

👍like ok😊

20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>

2021-07-17

Good stock. If share drop must buy

抱歉，原内容已删除

2021-07-16

wait and save bullet. Gd luck every one

抱歉，原内容已删除

2021-09-02

Like ya😉

抱歉，原内容已删除

2021-08-22

Like pls

抱歉，原内容已删除

2021-08-21

Ok

Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>

2021-08-19

😊

抱歉，原内容已删除

2021-08-17

Good

How Can Amazon, Microsoft, Netflix, Spotify Gain From New Big Tech Bill?<blockquote>Amazon、微软、Netflix、Spotify如何从新的大型科技法案中获益？</blockquote>

2021-08-17

Like😊

抱歉，原内容已删除

2021-08-02

😊

抱歉，原内容已删除

2021-07-29

Gogogo. Like pls🙏🏻

EV stocks surged in Thursday morning trading<blockquote>电动汽车股周四早盘飙升</blockquote>

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3570941179663440","uuid":"3570941179663440","gmtCreate":1607911058525,"gmtModify":1626780119419,"name":"RKYN","pinyin":"rkyn","introduction":"","introductionEn":null,"signature":"Let’s learn and share together","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":9,"headSize":177,"tweetSize":80,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":848188631,"gmtCreate":1635983476374,"gmtModify":1635983476587,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/848188631","repostId":"2180775797","repostType":4,"isVote":1,"tweetType":1,"viewCount":2152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855360754,"gmtCreate":1635337442239,"gmtModify":1635337442390,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/855360754","repostId":"1163460191","repostType":4,"repost":{"id":"1163460191","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635336440,"share":"https://www.laohu8.com/m/news/1163460191?lang=zh_CN&edition=full","pubTime":"2021-10-27 20:07","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163460191","media":"Tiger Newspress","summary":"US stock index futures were flat during early morning trading on Wednesday after the Dow and S&P clo","content":"<p>US&nbsp;stock index futures&nbsp;were flat&nbsp;during early morning trading on Wednesday after the Dow and S&amp;P closed at record highs as earnings season continues.<img src=\"https://static.tigerbbs.com/3ba3bdf4766121a57af16614b7de5ab1\" tg-width=\"1080\" tg-height=\"543\" referrerpolicy=\"no-referrer\">At 8:05 a.m. ET, Dow e-minis were up&nbsp;18&nbsp;points, or 0.05%, S&amp;P 500 e-minis were down&nbsp;2.5&nbsp;points, or 0.05%, and Nasdaq 100 e-minis were&nbsp;down&nbsp;17.25&nbsp;points, or 0.11%.</p><p><blockquote>随着财报季的继续，道琼斯指数和标准普尔指数收于历史新高，美国股指期货周三早盘持平。截至美国东部时间上午8:05，道指e-minis上涨18点，即0.05%，标普500 e-minis下跌2.5点，即0.05%，纳斯达克100 e-minis下跌17.25点，即0.11%。</blockquote></p><p> A busy earnings week continues on Wednesday with Coca-Cola, McDonald’s, Bristol-Myers, Boeing, General Motors and Harley-Davidson among the names on deck before the market opens. Ford, eBay and Yum China will provide quarterly updates after the market closes.</p><p><blockquote>周三，繁忙的财报周仍在继续，可口可乐、麦当劳、百时美施贵宝、波音、通用汽车和哈雷戴维森等公司都在开盘前上市。福特、eBay和百胜中国将在收盘后提供季度更新。</blockquote></p><p> On the economic front, U.S. durable goods order data will be released at 8:30 a.m. ET.</p><p><blockquote>经济方面，美国耐用品订单数据将于美东时间上午8:30公布。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <ul>  <li><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and&nbsp;<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>&nbsp;were among the headline reports Tuesday after the market closed, with both topping revenue expectations. Microsoft shares rose 2.3% in premarket trading.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>&nbsp;shares tumbled 4% premarket after the companysaid it earned $1.95 billion, or $2.07 a share, in the quarter, compared with $1.3 billion, or $1.45 a share, in the year-ago period,and its revenue rose 22% to $4.64 billion.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/V\">Visa</a>&nbsp;fell 2.5%in premarket trading although it reported increases in net revenue and earnings for its fiscal fourth quarter driven by higher payments volume, cross-border volume and processed transactions as economies opened up with the wider availability of Covid-19 vaccines.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a>&nbsp;leaped 12.7% after&nbsp;reporting record revenue&nbsp;in face of supply chain headwinds.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/KO\">Coca-Cola</a> rose 2.6% premarket after the company posted&nbsp;a beat on the top and bottom lines&nbsp;and raised its outlook, saying the business was getting stronger particularly in areas where the Covid recovery has been the best.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/HOOD\">Robinhood Markets, Inc.</a> shares were getting slammed, down 11% the day after the trading app&nbsp;reported revenue well below expectations&nbsp;primarily due to weakness in crypto trading.</li> </ul></p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>周二收盘后成为头条新闻，两者的收入都超出了预期。微软股价在盘前交易中上涨2.3%。</li></ul><ul><li><a href=\"https://laohu8.com/S/TXN\">德州仪器</a>该公司表示，本季度盈利19.5亿美元，即每股2.07美元，而去年同期为13亿美元，即每股1.45美元，该公司股价盘前下跌4%，营收增长22%，至46.4亿美元。</li></ul><ul><li><a href=\"https://laohu8.com/S/V\">签证</a>尽管该公司报告称，随着Covid-19疫苗的广泛普及，经济开放，支付量、跨境量和处理交易量增加，推动了第四财季净收入和收益的增长，但盘前交易中该公司仍下跌2.5%。</li></ul><ul><li><a href=\"https://laohu8.com/S/ENPH\">Enphase能源</a>面对供应链逆风，营收创历史新高，股价跃升12.7%。</li></ul><ul><li><a href=\"https://laohu8.com/S/KO\">可口可乐</a>盘前上涨2.6%，此前该公司公布了营收和利润，并上调了前景，称业务正在变得更加强劲，特别是在新冠疫情复苏最好的地区。</li></ul><ul><li><a href=\"https://laohu8.com/S/HOOD\">罗宾汉市场公司。</a>该交易应用程序报告收入远低于预期，主要是由于加密货币交易疲软，第二天股价暴跌11%。</li></ul></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>Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</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\">\nToplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-27 20:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>US&nbsp;stock index futures&nbsp;were flat&nbsp;during early morning trading on Wednesday after the Dow and S&amp;P closed at record highs as earnings season continues.<img src=\"https://static.tigerbbs.com/3ba3bdf4766121a57af16614b7de5ab1\" tg-width=\"1080\" tg-height=\"543\" referrerpolicy=\"no-referrer\">At 8:05 a.m. ET, Dow e-minis were up&nbsp;18&nbsp;points, or 0.05%, S&amp;P 500 e-minis were down&nbsp;2.5&nbsp;points, or 0.05%, and Nasdaq 100 e-minis were&nbsp;down&nbsp;17.25&nbsp;points, or 0.11%.</p><p><blockquote>随着财报季的继续，道琼斯指数和标准普尔指数收于历史新高，美国股指期货周三早盘持平。截至美国东部时间上午8:05，道指e-minis上涨18点，即0.05%，标普500 e-minis下跌2.5点，即0.05%，纳斯达克100 e-minis下跌17.25点，即0.11%。</blockquote></p><p> A busy earnings week continues on Wednesday with Coca-Cola, McDonald’s, Bristol-Myers, Boeing, General Motors and Harley-Davidson among the names on deck before the market opens. Ford, eBay and Yum China will provide quarterly updates after the market closes.</p><p><blockquote>周三，繁忙的财报周仍在继续，可口可乐、麦当劳、百时美施贵宝、波音、通用汽车和哈雷戴维森等公司都在开盘前上市。福特、eBay和百胜中国将在收盘后提供季度更新。</blockquote></p><p> On the economic front, U.S. durable goods order data will be released at 8:30 a.m. ET.</p><p><blockquote>经济方面，美国耐用品订单数据将于美东时间上午8:30公布。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <ul>  <li><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and&nbsp;<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>&nbsp;were among the headline reports Tuesday after the market closed, with both topping revenue expectations. Microsoft shares rose 2.3% in premarket trading.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>&nbsp;shares tumbled 4% premarket after the companysaid it earned $1.95 billion, or $2.07 a share, in the quarter, compared with $1.3 billion, or $1.45 a share, in the year-ago period,and its revenue rose 22% to $4.64 billion.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/V\">Visa</a>&nbsp;fell 2.5%in premarket trading although it reported increases in net revenue and earnings for its fiscal fourth quarter driven by higher payments volume, cross-border volume and processed transactions as economies opened up with the wider availability of Covid-19 vaccines.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a>&nbsp;leaped 12.7% after&nbsp;reporting record revenue&nbsp;in face of supply chain headwinds.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/KO\">Coca-Cola</a> rose 2.6% premarket after the company posted&nbsp;a beat on the top and bottom lines&nbsp;and raised its outlook, saying the business was getting stronger particularly in areas where the Covid recovery has been the best.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/HOOD\">Robinhood Markets, Inc.</a> shares were getting slammed, down 11% the day after the trading app&nbsp;reported revenue well below expectations&nbsp;primarily due to weakness in crypto trading.</li> </ul></p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>周二收盘后成为头条新闻，两者的收入都超出了预期。微软股价在盘前交易中上涨2.3%。</li></ul><ul><li><a href=\"https://laohu8.com/S/TXN\">德州仪器</a>该公司表示，本季度盈利19.5亿美元，即每股2.07美元，而去年同期为13亿美元，即每股1.45美元，该公司股价盘前下跌4%，营收增长22%，至46.4亿美元。</li></ul><ul><li><a href=\"https://laohu8.com/S/V\">签证</a>尽管该公司报告称，随着Covid-19疫苗的广泛普及，经济开放，支付量、跨境量和处理交易量增加，推动了第四财季净收入和收益的增长，但盘前交易中该公司仍下跌2.5%。</li></ul><ul><li><a href=\"https://laohu8.com/S/ENPH\">Enphase能源</a>面对供应链逆风，营收创历史新高，股价跃升12.7%。</li></ul><ul><li><a href=\"https://laohu8.com/S/KO\">可口可乐</a>盘前上涨2.6%，此前该公司公布了营收和利润，并上调了前景，称业务正在变得更加强劲，特别是在新冠疫情复苏最好的地区。</li></ul><ul><li><a href=\"https://laohu8.com/S/HOOD\">罗宾汉市场公司。</a>该交易应用程序报告收入远低于预期，主要是由于加密货币交易疲软，第二天股价暴跌11%。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ENPH":"Enphase Energy","HOOD":"Robinhood","KO":"可口可乐","MSFT":"微软","GOOG":"谷歌","TXN":"德州仪器","V":"Visa"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163460191","content_text":"US stock index futures were flat during early morning trading on Wednesday after the Dow and S&P closed at record highs as earnings season continues.At 8:05 a.m. ET, Dow e-minis were up 18 points, or 0.05%, S&P 500 e-minis were down 2.5 points, or 0.05%, and Nasdaq 100 e-minis were down 17.25 points, or 0.11%.\nA busy earnings week continues on Wednesday with Coca-Cola, McDonald’s, Bristol-Myers, Boeing, General Motors and Harley-Davidson among the names on deck before the market opens. Ford, eBay and Yum China will provide quarterly updates after the market closes.\nOn the economic front, U.S. durable goods order data will be released at 8:30 a.m. ET.\nStocks making the biggest moves in the premarket:\n\nMicrosoft and Alphabet were among the headline reports Tuesday after the market closed, with both topping revenue expectations. Microsoft shares rose 2.3% in premarket trading.\n\n\nTexas Instruments shares tumbled 4% premarket after the companysaid it earned $1.95 billion, or $2.07 a share, in the quarter, compared with $1.3 billion, or $1.45 a share, in the year-ago period,and its revenue rose 22% to $4.64 billion.\n\n\nVisa fell 2.5%in premarket trading although it reported increases in net revenue and earnings for its fiscal fourth quarter driven by higher payments volume, cross-border volume and processed transactions as economies opened up with the wider availability of Covid-19 vaccines.\n\n\nEnphase Energy leaped 12.7% after reporting record revenue in face of supply chain headwinds.\n\n\nCoca-Cola rose 2.6% premarket after the company posted a beat on the top and bottom lines and raised its outlook, saying the business was getting stronger particularly in areas where the Covid recovery has been the best.\n\n\nRobinhood Markets, Inc. shares were getting slammed, down 11% the day after the trading app reported revenue well below expectations primarily due to weakness in crypto trading.","news_type":1,"symbols_score_info":{"KO":0.9,"MSFT":0.9,"TXN":0.9,"ENPH":0.9,"V":0.9,"GOOG":0.9,"HOOD":0.9}},"isVote":1,"tweetType":1,"viewCount":3020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858659215,"gmtCreate":1635047773775,"gmtModify":1635047774060,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Lije","listText":"Lije","text":"Lije","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858659215","repostId":"1174514229","repostType":4,"repost":{"id":"1174514229","kind":"news","pubTimestamp":1635035471,"share":"https://www.laohu8.com/m/news/1174514229?lang=zh_CN&edition=full","pubTime":"2021-10-24 08:31","market":"us","language":"en","title":"US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周：12周IPO中的半导体、储能、设计师服装等</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174514229","media":"Renaissance Capital","summary":"The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.","content":"<p>The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.</p><p><blockquote>IPO市场继续保持繁忙，未来一周将有12起IPO计划筹集68亿美元。</blockquote></p><p> Semiconductor foundry&nbsp;<b>GlobalFoundries</b>(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.</p><p><blockquote>半导体代工<b>GlobalFoundries</b>(GFS)计划以246亿美元的市值筹集24亿美元。总部位于美国的GlobalFoundries得到阿布扎比穆巴达拉的支持，是全球领先的特种半导体代工厂之一。由于增长不稳定，该公司表示，它是唯一一家业务遍及全球但总部不在中国的规模化纯代工厂。</blockquote></p><p> Enterprise cloud data management platform&nbsp;<b>Informatica</b>(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.</p><p><blockquote>企业云数据管理平台<b>计算机科学</b>(INFA)计划以87亿美元的市值筹集8.85亿美元。该公司通过许可证和订阅在其人工智能平台上向5,700多家客户提供数据集成服务。尽管IPO后的杠杆率很高，但Informatica是全球数据管理市场公认的领导者，并在2021年上半年实现了强劲的订阅ARR增长。</blockquote></p><p> Energy storage provider&nbsp;<b>Fluence Energy</b>(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.</p><p><blockquote>储能提供商<b>注量能</b>(FLNC)计划以38亿美元的市值筹集6.98亿美元。该公司由西门子和AES组成，向公用事业公司、独立电力生产商、项目开发商以及商业和工业客户销售储能产品和服务。快速增长但无利可图，截至2011年6月30日，Fluence Energy部署了942 MW的存储产品。</blockquote></p><p> Revenue cycle management platform&nbsp;<b>Ensemble Health Partners</b>(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.</p><p><blockquote>收益周期管理平台<b>合奏健康合作伙伴</b>(ENSB)计划以36亿美元的市值筹集6.05亿美元。该平台为医疗保健行业提供收入周期管理解决方案。随着2021年上半年的加速增长，Ensemble Health管理的年度客户净患者收入超过200亿美元。</blockquote></p><p> Hiring solutions provider&nbsp;<b>HireRight Holdings</b>(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.</p><p><blockquote>招聘解决方案提供商<b>雇佣权控股公司</b>(HRT)计划以18亿美元的市值筹集5亿美元。该公司为40,000多名客户提供背景调查、验证、识别、监控以及药物和健康筛查服务。尽管现金流转为负值，但HireRight在2021年上半年的息税前利润仍实现盈利。</blockquote></p><p> Online education marketplace&nbsp;<b>Udemy</b>(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.</p><p><blockquote>在线教育市场<b>Udemy</b>(UDMY)计划以43亿美元的市值筹集4.06亿美元。该教育平台为180多个国家的4400万多名客户提供75种语言的183,000多门课程。Udemy不断增长但尚未盈利，自成立以来已注册用户超过7300万。</blockquote></p><p> Chinese drug in-licensor&nbsp;<b>LianBio</b>(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.</p><p><blockquote>中国药品许可人<b>联比奥</b>(LIAN)计划以18亿美元的市值筹集3.25亿美元。这家生物制药公司专注于中国和其他亚洲市场，开发和商业化多种适应症的药物。联生物的产品线目前包括五个不同治疗领域的九种候选产品。</blockquote></p><p> <b>Rent the Runway</b>(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.</p><p><blockquote><b>租用跑道</b>(RENT)计划以14亿美元的市值筹集2.93亿美元。这家服装租赁公司最初专注于活动服装的点菜租赁，但已逐渐过渡到主要从每月订阅箱中创收。尽管该公司在过去两个季度的活跃订户和收入有所反弹，但IPO后仍未盈利且存在杠杆作用。</blockquote></p><p> Aesthetic medical device maker&nbsp;<b>Candela Medical</b>(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.</p><p><blockquote>美容医疗器械制造商<b>坎德拉医疗</b>(CDLA)计划以17亿美元的市值筹集2.5亿美元。该公司直接在18个国家销售产品，间接在66个国家销售产品，开发用于选择性美容手术的医疗设备。尽管受到疫情的严重打击，坎德拉医疗仍实现了强劲增长，并在2021年上半年扭亏为盈。</blockquote></p><p> Fire pit brand&nbsp;<b>Solo Brands</b>(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.</p><p><blockquote>火坑品牌<b>索罗品牌</b>(DTC)计划以15亿美元的市值筹集2亿美元。Solo Brands通过其DTC平台销售火坑、野营炉和其他户外装备。这家户外电子商务发展迅速，利润丰厚，拥有超过230万客户。</blockquote></p><p> Body contouring provider&nbsp;<b>AirSculpt Technologies</b>(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.</p><p><blockquote>塑身师<b>空气雕刻技术</b>(AIRS)计划以8.86亿美元的市值筹集1.6亿美元。该公司通过美国13个州的16个中心提供微创塑身手术。AirSculpt Technologies实现盈利并稳健增长，并且由于COVID-19影响的减轻，同中心案例数量有所增加。</blockquote></p><p> Technology firm&nbsp;<b>Arteris</b>(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.</p><p><blockquote>科技公司<b>动脉</b>(AIP)计划以5.55亿美元的市值筹集7500万美元。这家技术公司开发并许可互连知识产权，管理片上系统半导体器件中的片上通信。Arteris尚未盈利，但在2021年上半年增长加速。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99c3b0173e59f4e69ff484c12bd137e7\" tg-width=\"1270\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/64e34b3c49a856e99ba64a2d57410844\" tg-width=\"1272\" tg-height=\"582\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.</p><p><blockquote>预计将有6家公司接受街头调查，多达12家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&amp;P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至10/22/21，文艺复兴IPO指数今年迄今上涨了8.2%，而标普500上涨了21.1%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Uber Technologies（UBER）和Moderna（MRNA）。Renaissance International IPO指数今年迄今下跌15.8%，而ACWX指数上涨9.1%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有最多的ETF包括美团-W大众点评和软银。</blockquote></p><p></p>","source":"lsy1603787993745","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>US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周：12周IPO中的半导体、储能、设计师服装等</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\">\nUS IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周：12周IPO中的半导体、储能、设计师服装等</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-10-24 08:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.</p><p><blockquote>IPO市场继续保持繁忙，未来一周将有12起IPO计划筹集68亿美元。</blockquote></p><p> Semiconductor foundry&nbsp;<b>GlobalFoundries</b>(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.</p><p><blockquote>半导体代工<b>GlobalFoundries</b>(GFS)计划以246亿美元的市值筹集24亿美元。总部位于美国的GlobalFoundries得到阿布扎比穆巴达拉的支持，是全球领先的特种半导体代工厂之一。由于增长不稳定，该公司表示，它是唯一一家业务遍及全球但总部不在中国的规模化纯代工厂。</blockquote></p><p> Enterprise cloud data management platform&nbsp;<b>Informatica</b>(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.</p><p><blockquote>企业云数据管理平台<b>计算机科学</b>(INFA)计划以87亿美元的市值筹集8.85亿美元。该公司通过许可证和订阅在其人工智能平台上向5,700多家客户提供数据集成服务。尽管IPO后的杠杆率很高，但Informatica是全球数据管理市场公认的领导者，并在2021年上半年实现了强劲的订阅ARR增长。</blockquote></p><p> Energy storage provider&nbsp;<b>Fluence Energy</b>(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.</p><p><blockquote>储能提供商<b>注量能</b>(FLNC)计划以38亿美元的市值筹集6.98亿美元。该公司由西门子和AES组成，向公用事业公司、独立电力生产商、项目开发商以及商业和工业客户销售储能产品和服务。快速增长但无利可图，截至2011年6月30日，Fluence Energy部署了942 MW的存储产品。</blockquote></p><p> Revenue cycle management platform&nbsp;<b>Ensemble Health Partners</b>(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.</p><p><blockquote>收益周期管理平台<b>合奏健康合作伙伴</b>(ENSB)计划以36亿美元的市值筹集6.05亿美元。该平台为医疗保健行业提供收入周期管理解决方案。随着2021年上半年的加速增长，Ensemble Health管理的年度客户净患者收入超过200亿美元。</blockquote></p><p> Hiring solutions provider&nbsp;<b>HireRight Holdings</b>(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.</p><p><blockquote>招聘解决方案提供商<b>雇佣权控股公司</b>(HRT)计划以18亿美元的市值筹集5亿美元。该公司为40,000多名客户提供背景调查、验证、识别、监控以及药物和健康筛查服务。尽管现金流转为负值，但HireRight在2021年上半年的息税前利润仍实现盈利。</blockquote></p><p> Online education marketplace&nbsp;<b>Udemy</b>(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.</p><p><blockquote>在线教育市场<b>Udemy</b>(UDMY)计划以43亿美元的市值筹集4.06亿美元。该教育平台为180多个国家的4400万多名客户提供75种语言的183,000多门课程。Udemy不断增长但尚未盈利，自成立以来已注册用户超过7300万。</blockquote></p><p> Chinese drug in-licensor&nbsp;<b>LianBio</b>(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.</p><p><blockquote>中国药品许可人<b>联比奥</b>(LIAN)计划以18亿美元的市值筹集3.25亿美元。这家生物制药公司专注于中国和其他亚洲市场，开发和商业化多种适应症的药物。联生物的产品线目前包括五个不同治疗领域的九种候选产品。</blockquote></p><p> <b>Rent the Runway</b>(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.</p><p><blockquote><b>租用跑道</b>(RENT)计划以14亿美元的市值筹集2.93亿美元。这家服装租赁公司最初专注于活动服装的点菜租赁，但已逐渐过渡到主要从每月订阅箱中创收。尽管该公司在过去两个季度的活跃订户和收入有所反弹，但IPO后仍未盈利且存在杠杆作用。</blockquote></p><p> Aesthetic medical device maker&nbsp;<b>Candela Medical</b>(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.</p><p><blockquote>美容医疗器械制造商<b>坎德拉医疗</b>(CDLA)计划以17亿美元的市值筹集2.5亿美元。该公司直接在18个国家销售产品，间接在66个国家销售产品，开发用于选择性美容手术的医疗设备。尽管受到疫情的严重打击，坎德拉医疗仍实现了强劲增长，并在2021年上半年扭亏为盈。</blockquote></p><p> Fire pit brand&nbsp;<b>Solo Brands</b>(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.</p><p><blockquote>火坑品牌<b>索罗品牌</b>(DTC)计划以15亿美元的市值筹集2亿美元。Solo Brands通过其DTC平台销售火坑、野营炉和其他户外装备。这家户外电子商务发展迅速，利润丰厚，拥有超过230万客户。</blockquote></p><p> Body contouring provider&nbsp;<b>AirSculpt Technologies</b>(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.</p><p><blockquote>塑身师<b>空气雕刻技术</b>(AIRS)计划以8.86亿美元的市值筹集1.6亿美元。该公司通过美国13个州的16个中心提供微创塑身手术。AirSculpt Technologies实现盈利并稳健增长，并且由于COVID-19影响的减轻，同中心案例数量有所增加。</blockquote></p><p> Technology firm&nbsp;<b>Arteris</b>(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.</p><p><blockquote>科技公司<b>动脉</b>(AIP)计划以5.55亿美元的市值筹集7500万美元。这家技术公司开发并许可互连知识产权，管理片上系统半导体器件中的片上通信。Arteris尚未盈利，但在2021年上半年增长加速。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99c3b0173e59f4e69ff484c12bd137e7\" tg-width=\"1270\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/64e34b3c49a856e99ba64a2d57410844\" tg-width=\"1272\" tg-height=\"582\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.</p><p><blockquote>预计将有6家公司接受街头调查，多达12家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&amp;P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至10/22/21，文艺复兴IPO指数今年迄今上涨了8.2%，而标普500上涨了21.1%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Uber Technologies（UBER）和Moderna（MRNA）。Renaissance International IPO指数今年迄今下跌15.8%，而ACWX指数上涨9.1%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有最多的ETF包括美团-W大众点评和软银。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i\">Renaissance Capital</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":{"AIRS":"Airsculpt Technologies","HRT":"HireRight Holdings Corp.",".DJI":"道琼斯","UDMY":"Udemy, Inc.","GFS":"GLOBALFOUNDRIES Inc.","INFA":"Informatica Inc.","RENT":"Rent the Runway, Inc.",".IXIC":"NASDAQ Composite","FLNC":"Fluence Energy, Inc.",".SPX":"S&P 500 Index","AIP":"Arteris, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174514229","content_text":"The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.\nSemiconductor foundry GlobalFoundries(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.\nEnterprise cloud data management platform Informatica(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.\nEnergy storage provider Fluence Energy(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.\nRevenue cycle management platform Ensemble Health Partners(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.\nHiring solutions provider HireRight Holdings(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.\nOnline education marketplace Udemy(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.\nChinese drug in-licensor LianBio(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.\nRent the Runway(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.\nAesthetic medical device maker Candela Medical(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.\nFire pit brand Solo Brands(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.\nBody contouring provider AirSculpt Technologies(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.\nTechnology firm Arteris(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.","news_type":1,"symbols_score_info":{"RENT":0.9,"AIRS":0.9,"ENSB":0.9,"HRT":0.9,"UDMY":0.9,".IXIC":0.9,"AIP":0.9,"LIAN":0.9,"DTC":0.9,"CDLA":0.9,"FLNC":0.9,".SPX":0.9,"GFS":0.9,"INFA":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858047603,"gmtCreate":1634956865853,"gmtModify":1634956866107,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Like Palantir","listText":"Like Palantir","text":"Like Palantir","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858047603","repostId":"1177255738","repostType":4,"repost":{"id":"1177255738","kind":"news","pubTimestamp":1634953820,"share":"https://www.laohu8.com/m/news/1177255738?lang=zh_CN&edition=full","pubTime":"2021-10-23 09:50","market":"us","language":"en","title":"Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir股价预测：美国陆军选择后的展望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177255738","media":"Seeking Alpha","summary":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li>  <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li>  <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>Palantir的美国陆军合同对该公司来说是一个巨大的新闻，因为合同规模很大。大局也很重要——PLTR极具竞争力且值得信赖。</li><li>PLTR是仅有的四家获得国防部认证的IL-5公司之一，并且正在转向IL-6，这应该会进一步增加其护城河。</li><li>该公司的利润似乎很昂贵，但当我们考虑PLTR的增长前景时，股票可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特·奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies(PLTR)仍然是一家非常令人兴奋、快速增长的科技公司，其估值仍然很高。最近与美国陆军签订的合同再次表明，其专有解决方案是独一无二的，并且Palantir Technologies在政府机构中根深蒂固，这应该使该公司能够实现多年的强劲增长。Palantir Technologies并不是一个低风险的选择，但我确实相信，从长远来看，投资者可以从这只股票中看到可观的收益。</blockquote></p><p> <b>Palantir &amp; US Army Contract</b></p><p><blockquote><b>Palantir与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth&nbsp;$823 million&nbsp;that will see the company deliver the Army Intelligence data fabric and analytics foundation for the&nbsp;<i>Capability Drop 2</i>&nbsp;(CD-2) program.</p><p><blockquote>10月初，Palantir Technologies宣布被美国陆军选中签订一份价值8.23亿美元的合同，该公司将为<i>能力下降2</i>（CD-2）程序。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst&nbsp;noted&nbsp;that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前年收入约为15亿美元的公司来说，一份8亿多美元的合同当然是巨大的，但应该指出的是，这份合同不会让Palantir在短时间内获得所有这些收入。最重要的是，不一定所有收入都会流向Palantir Technologies，因为其他供应商（例如硬件供应商）也可能会从合同中获得一些份额。一位更为悲观的分析师指出，政府已要求在2022财年为该合同提供约1亿美元，这表明Palantir需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此，我认为这份合同是一个重大的积极因素，原因有几个。首先，美国陆军将合同授予Palantir Technologies的决定表明，Palantir仍然是国防领域技术基础的先驱，尽管一些分析师和评论者认为Palantir的产品/服务非常商品化。如果是这样的话，该合同可能会交给另一家以较低价格销售其服务和产品的公司——请记住，Palantir要求全公司毛利率超过70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单个合同也表明，官员们认为Palantir有能力交付大规模合同，尽管从收入和雇主数量来看，Palantir Technologies目前并不是一家非常大的公司。官员们似乎相信Palantir能够很好地执行这些合同，这反过来表明Palantir未来应该有很大的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies是仅有的四家获得国防部SaaS 5级(IL-5)批准的公司之一，这一事实也表明了Palantir在国防领域相对于可能的竞争对手的强势地位：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就为Palantir提供了相对于未获准提供如此关键服务的竞争对手的主要优势。一旦Palantir获得IL-6批准（届时该公司还可以处理国防部机密信息），Palantir相对于竞争对手的护城河应该会进一步扩大。Palantir管理层认为，这将在可预见的未来发生，Palantir很可能成为第一家获得IL-6整体批准的公司。未来几年，国防市场可能是Palantir Technologies的巨大市场机遇：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：nscai.gov（完整报告第67页）</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&amp;D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测，到2030年，人工智能研发投资将增长至接近800亿美元。Palantir Technologies将无法应对所有市场，因为这包括硬件、实现等，但是即使是几个百分点的市场份额也将变成年产值10亿美元以上的业务。考虑到国防只是Palantir Technologies能够解决的众多市场之一，这似乎非常令人鼓舞——特别是当我们考虑到Palantir今年在该公司活跃的所有市场的收入约为15亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US&nbsp;Space Force.</p><p><blockquote>得益于与军事客户的其他合同，Palantir Technologies证明了美国陆军合同并非例外。相反，Palantir似乎与国防客户合作良好，这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir的管理层相信，该公司有一天将成为世界上最重要的软件公司，尽管我认为这远不能保证，但我确实相信Palantir在未来许多年都具有巨大的增长潜力。它的解决方案可能会在商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系（如上所述）、良好的业绩记录和强大的人才——这就是股票薪酬如此之高的原因，因为人才价格昂贵——Palantir应该能够在整个2020年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with&nbsp;analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为2024年的收入将达到40亿美元左右，这与分析师的预期非常一致。在作为上市公司的四个季度中，Palantir在这两条线上四次超出了分析师的预期，因此该公司正在建立一个非常明确的超出预期的业绩记录。当然，不能保证这种情况在未来也会发生，但我确实相信Palantir很有可能在2024年产生超过40亿美元的收入。我们仍然采用40亿美元的估计，并假设未来三年收入增长30%，2028年至2030年间增长25%。如果这种情况发生，那么Palantir到2030年的收入将达到170亿美元，预计九年内将增长约11倍。一家年销售额170亿美元、收入增长25%的公司的估值是多少？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软(MSFT)、Salesforce.com(CRM)和Adobe(ADBE)等主要软件公司目前的增长率为15%-25%，目前的交易价格是今年销售额的11至19倍。考虑到在我们的场景中，Palantir的增长速度确实比这三家公司快一点，我相信15倍的销售倍数似乎一点也不离谱。根据170亿美元的估计销售额，九年后我们的市值将达到2550亿美元，大约是当今480亿美元市值的5.3倍。然而，这并不意味着PLTR的股价将上涨430%，因为我们还必须考虑该公司的股票数量，该数量一直在上升，并且可能会继续上升。很难预测九年后股票数量的确切情况，因为我们不知道未来股权薪酬的轨迹，而且PLTR未来可能会开始回购股票。如果我们假设股票数量每年增加1亿股（根据YCharts的数据，去年股票数量增加了8000万股），那么2030年股票数量将达到约29亿股。根据2550亿美元的预期市值，我们的股价约为90美元，大约是今天的3.5倍。换句话说，如果这种情况成真，投资者将获得250%左右的9年回报率，即每年约15%。例如，这并不像过去九年持有AMZN(AMZN)时获得的回报那么出色，但我相信15%左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然，人们可以认为这种情况是不现实的，增长率应该更高或更低，或者2030年的销售倍数应该不同。尽管如此，我相信这是一个可靠的基本情况<i>可能</i>考虑到Palantir Technologies在许多不同行业的巨大潜力，请保持保守。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR股票：现在是买入或卖出的好时机吗？</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要报道的股票和我主要投资的股票相比，Palantir是一只非常不同的股票。按照目前的价格，PLTR乍一看似乎相当昂贵，其预期市盈率约为150倍。然而，该公司提供了巨大的增长潜力、有吸引力的基本面，并且拥有巨大的护城河，一旦PLTR获得IL-6国防部批准，该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir不是一只低风险股票，因为该公司与其他高估值交易的高增长股票一样，容易受到利率变动的影响。最重要的是，盈利能力尚未得到持久的证实，我们也不知道股权激励费用的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此，我相信Palantir是一家高增长公司，从长远来看可以带来两位数的总回报，并且由于巨大且快速增长的潜在市场和宽阔的护城河，我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然，Palantir Technologies是否适合您的投资组合取决于您的个人目标和风险承受能力，但如果PLTR到本世纪末至少增长三倍，我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入来源吗？</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the&nbsp;Cash Flow Kingdom Income Portfolio&nbsp;is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收益投资组合的主要目标是产生7%-10%范围内的总体收益率。我们通过结合几种不同的收入流来形成有吸引力、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动，但收入流保持一致。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir股价预测：美国陆军选择后的展望</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir股价预测：美国陆军选择后的展望</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\">2021-10-23 09:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li>  <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li>  <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>Palantir的美国陆军合同对该公司来说是一个巨大的新闻，因为合同规模很大。大局也很重要——PLTR极具竞争力且值得信赖。</li><li>PLTR是仅有的四家获得国防部认证的IL-5公司之一，并且正在转向IL-6，这应该会进一步增加其护城河。</li><li>该公司的利润似乎很昂贵，但当我们考虑PLTR的增长前景时，股票可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特·奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies(PLTR)仍然是一家非常令人兴奋、快速增长的科技公司，其估值仍然很高。最近与美国陆军签订的合同再次表明，其专有解决方案是独一无二的，并且Palantir Technologies在政府机构中根深蒂固，这应该使该公司能够实现多年的强劲增长。Palantir Technologies并不是一个低风险的选择，但我确实相信，从长远来看，投资者可以从这只股票中看到可观的收益。</blockquote></p><p> <b>Palantir &amp; US Army Contract</b></p><p><blockquote><b>Palantir与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth&nbsp;$823 million&nbsp;that will see the company deliver the Army Intelligence data fabric and analytics foundation for the&nbsp;<i>Capability Drop 2</i>&nbsp;(CD-2) program.</p><p><blockquote>10月初，Palantir Technologies宣布被美国陆军选中签订一份价值8.23亿美元的合同，该公司将为<i>能力下降2</i>（CD-2）程序。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst&nbsp;noted&nbsp;that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前年收入约为15亿美元的公司来说，一份8亿多美元的合同当然是巨大的，但应该指出的是，这份合同不会让Palantir在短时间内获得所有这些收入。最重要的是，不一定所有收入都会流向Palantir Technologies，因为其他供应商（例如硬件供应商）也可能会从合同中获得一些份额。一位更为悲观的分析师指出，政府已要求在2022财年为该合同提供约1亿美元，这表明Palantir需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此，我认为这份合同是一个重大的积极因素，原因有几个。首先，美国陆军将合同授予Palantir Technologies的决定表明，Palantir仍然是国防领域技术基础的先驱，尽管一些分析师和评论者认为Palantir的产品/服务非常商品化。如果是这样的话，该合同可能会交给另一家以较低价格销售其服务和产品的公司——请记住，Palantir要求全公司毛利率超过70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单个合同也表明，官员们认为Palantir有能力交付大规模合同，尽管从收入和雇主数量来看，Palantir Technologies目前并不是一家非常大的公司。官员们似乎相信Palantir能够很好地执行这些合同，这反过来表明Palantir未来应该有很大的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies是仅有的四家获得国防部SaaS 5级(IL-5)批准的公司之一，这一事实也表明了Palantir在国防领域相对于可能的竞争对手的强势地位：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就为Palantir提供了相对于未获准提供如此关键服务的竞争对手的主要优势。一旦Palantir获得IL-6批准（届时该公司还可以处理国防部机密信息），Palantir相对于竞争对手的护城河应该会进一步扩大。Palantir管理层认为，这将在可预见的未来发生，Palantir很可能成为第一家获得IL-6整体批准的公司。未来几年，国防市场可能是Palantir Technologies的巨大市场机遇：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：nscai.gov（完整报告第67页）</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&amp;D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测，到2030年，人工智能研发投资将增长至接近800亿美元。Palantir Technologies将无法应对所有市场，因为这包括硬件、实现等，但是即使是几个百分点的市场份额也将变成年产值10亿美元以上的业务。考虑到国防只是Palantir Technologies能够解决的众多市场之一，这似乎非常令人鼓舞——特别是当我们考虑到Palantir今年在该公司活跃的所有市场的收入约为15亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US&nbsp;Space Force.</p><p><blockquote>得益于与军事客户的其他合同，Palantir Technologies证明了美国陆军合同并非例外。相反，Palantir似乎与国防客户合作良好，这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir的管理层相信，该公司有一天将成为世界上最重要的软件公司，尽管我认为这远不能保证，但我确实相信Palantir在未来许多年都具有巨大的增长潜力。它的解决方案可能会在商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系（如上所述）、良好的业绩记录和强大的人才——这就是股票薪酬如此之高的原因，因为人才价格昂贵——Palantir应该能够在整个2020年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with&nbsp;analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为2024年的收入将达到40亿美元左右，这与分析师的预期非常一致。在作为上市公司的四个季度中，Palantir在这两条线上四次超出了分析师的预期，因此该公司正在建立一个非常明确的超出预期的业绩记录。当然，不能保证这种情况在未来也会发生，但我确实相信Palantir很有可能在2024年产生超过40亿美元的收入。我们仍然采用40亿美元的估计，并假设未来三年收入增长30%，2028年至2030年间增长25%。如果这种情况发生，那么Palantir到2030年的收入将达到170亿美元，预计九年内将增长约11倍。一家年销售额170亿美元、收入增长25%的公司的估值是多少？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软(MSFT)、Salesforce.com(CRM)和Adobe(ADBE)等主要软件公司目前的增长率为15%-25%，目前的交易价格是今年销售额的11至19倍。考虑到在我们的场景中，Palantir的增长速度确实比这三家公司快一点，我相信15倍的销售倍数似乎一点也不离谱。根据170亿美元的估计销售额，九年后我们的市值将达到2550亿美元，大约是当今480亿美元市值的5.3倍。然而，这并不意味着PLTR的股价将上涨430%，因为我们还必须考虑该公司的股票数量，该数量一直在上升，并且可能会继续上升。很难预测九年后股票数量的确切情况，因为我们不知道未来股权薪酬的轨迹，而且PLTR未来可能会开始回购股票。如果我们假设股票数量每年增加1亿股（根据YCharts的数据，去年股票数量增加了8000万股），那么2030年股票数量将达到约29亿股。根据2550亿美元的预期市值，我们的股价约为90美元，大约是今天的3.5倍。换句话说，如果这种情况成真，投资者将获得250%左右的9年回报率，即每年约15%。例如，这并不像过去九年持有AMZN(AMZN)时获得的回报那么出色，但我相信15%左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然，人们可以认为这种情况是不现实的，增长率应该更高或更低，或者2030年的销售倍数应该不同。尽管如此，我相信这是一个可靠的基本情况<i>可能</i>考虑到Palantir Technologies在许多不同行业的巨大潜力，请保持保守。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR股票：现在是买入或卖出的好时机吗？</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要报道的股票和我主要投资的股票相比，Palantir是一只非常不同的股票。按照目前的价格，PLTR乍一看似乎相当昂贵，其预期市盈率约为150倍。然而，该公司提供了巨大的增长潜力、有吸引力的基本面，并且拥有巨大的护城河，一旦PLTR获得IL-6国防部批准，该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir不是一只低风险股票，因为该公司与其他高估值交易的高增长股票一样，容易受到利率变动的影响。最重要的是，盈利能力尚未得到持久的证实，我们也不知道股权激励费用的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此，我相信Palantir是一家高增长公司，从长远来看可以带来两位数的总回报，并且由于巨大且快速增长的潜在市场和宽阔的护城河，我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然，Palantir Technologies是否适合您的投资组合取决于您的个人目标和风险承受能力，但如果PLTR到本世纪末至少增长三倍，我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入来源吗？</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the&nbsp;Cash Flow Kingdom Income Portfolio&nbsp;is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收益投资组合的主要目标是产生7%-10%范围内的总体收益率。我们通过结合几种不同的收入流来形成有吸引力、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动，但收入流保持一致。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177255738","content_text":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.\nThe company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.\n\nScott Olson/Getty Images News\nArticle Thesis\nPalantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.\nPalantir & US Army Contract\nIn early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.\nFor a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.\nStill, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.\nThe contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.\nPalantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:\nSource: Palantir\nThis alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:\nSource: nscai.gov (page 67 of full report)\nThe National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.\nPalantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.\nPLTR Stock Forecast\nPalantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.\nManagement believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?\nData by YCharts\nMajor software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.\nOne can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario thatmightbe on the conservative side, considering Palantir Technologies' large potential across many different industries.\nPLTR Stock: Is Now A Good Time To Buy Or Sell?\nPalantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.\nPalantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.\nNevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.\nIs This an Income Stream Which Induces Fear?\n\nThe primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851375864,"gmtCreate":1634875697507,"gmtModify":1634875697612,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851375864","repostId":"2177249358","repostType":4,"isVote":1,"tweetType":1,"viewCount":1847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853941530,"gmtCreate":1634770403998,"gmtModify":1634770404219,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853941530","repostId":"1181418547","repostType":4,"isVote":1,"tweetType":1,"viewCount":2540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859210769,"gmtCreate":1634699099848,"gmtModify":1634699100063,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859210769","repostId":"2176710436","repostType":4,"isVote":1,"tweetType":1,"viewCount":3231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859297324,"gmtCreate":1634697889793,"gmtModify":1634697997665,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Gogogo. Everybody 🤞&nbsp;","listText":"Gogogo. Everybody 🤞&nbsp;","text":"Gogogo. Everybody 🤞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/859297324","repostId":"2176710436","repostType":4,"isVote":1,"tweetType":1,"viewCount":2051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859290983,"gmtCreate":1634696985580,"gmtModify":1634696991109,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Like ya😊","listText":"Like ya😊","text":"Like ya😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859290983","repostId":"2176710436","repostType":4,"isVote":1,"tweetType":1,"viewCount":2420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869628870,"gmtCreate":1632282684990,"gmtModify":1632801502702,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Like pls🙏🏻","listText":"Like pls🙏🏻","text":"Like pls🙏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/869628870","repostId":"2169324976","repostType":4,"isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888300623,"gmtCreate":1631428609162,"gmtModify":1631889009240,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888300623","repostId":"1145075862","repostType":4,"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881952347,"gmtCreate":1631287016389,"gmtModify":1631889009249,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881952347","repostId":"2166137557","repostType":4,"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881924062,"gmtCreate":1631286568856,"gmtModify":1631889009251,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881924062","repostId":"1134155855","repostType":4,"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889529728,"gmtCreate":1631160157964,"gmtModify":1631889009252,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889529728","repostId":"2165399556","repostType":4,"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815154808,"gmtCreate":1630659436304,"gmtModify":1631889009250,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Like 👍&nbsp;","listText":"Like 👍&nbsp;","text":"Like 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815154808","repostId":"1188884179","repostType":4,"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812514285,"gmtCreate":1630594281147,"gmtModify":1631889009254,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Like ya😉","listText":"Like ya😉","text":"Like ya😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/812514285","repostId":"1159580926","repostType":4,"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818881851,"gmtCreate":1630395495473,"gmtModify":1704959637277,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818881851","repostId":"1137274108","repostType":4,"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813697060,"gmtCreate":1630195806150,"gmtModify":1704956817687,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813697060","repostId":"2162024053","repostType":4,"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813694697,"gmtCreate":1630195757419,"gmtModify":1704956817343,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813694697","repostId":"2162521078","repostType":4,"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810607050,"gmtCreate":1629968703470,"gmtModify":1631889009267,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810607050","repostId":"1105504915","repostType":4,"repost":{"id":"1105504915","kind":"news","pubTimestamp":1629968307,"share":"https://www.laohu8.com/m/news/1105504915?lang=zh_CN&edition=full","pubTime":"2021-08-26 16:58","market":"us","language":"en","title":"Nio expects to cruise right around supply chain issues to stay on its growth track<blockquote>蔚来预计将解决供应链问题，以保持增长轨道</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105504915","media":"Seeking Alpha","summary":"Bank of America remains constructive on NIO Inc. after meeting with management earlier today on some","content":"<p>Bank of America remains constructive on <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> after meeting with management earlier today on some capacity constraints due to chip component shortages and other disruptions with the production of local suppliers.</p><p><blockquote>美国银行仍持建设性态度<a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天早些时候与管理层会面，讨论了由于芯片组件短缺和当地供应商生产的其他中断而导致的一些产能限制。</blockquote></p><p> Crucially, Nio says it has communicated closely with CATL to ensure battery supply for the company's electric vehicle production at 8K to 9k units per month until the end of 2021. Management believes the supply constraints will only impact short-term production. On the positive side, Nio sees positive momentum on the demand front and notes strengthening with new orders received. The demand is strong enough that Nio is confident of hitting prior guidance for Q3 deliveries of 23K to 25K units.</p><p><blockquote>至关重要的是，蔚来表示，它已与宁德时代密切沟通，以确保该公司电动汽车产量在2021年底前每月8K至9k辆的电池供应。管理层认为供应限制只会影响短期生产。从积极的一面来看，蔚来看到了需求方面的积极势头，并注意到新订单的加强。需求足够强劲，蔚来有信心达到之前指导的第三季度交付量2.3万至2.5万辆。</blockquote></p><p> The automaker still expects to deliver three new models (including ET7) based on the NT2.0 platform in 2022.</p><p><blockquote>该汽车制造商仍预计在2022年交付三款基于NT2.0平台的新车型（包括ET7）。</blockquote></p><p> After taking in the update, BofA keeps a Buy rating on Nio&nbsp;(NYSE:NIO).</p><p><blockquote>收到更新后，美国银行维持蔚来（纽约证券交易所股票代码：蔚来）的买入评级。</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>Nio expects to cruise right around supply chain issues to stay on its growth track<blockquote>蔚来预计将解决供应链问题，以保持增长轨道</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\">\nNio expects to cruise right around supply chain issues to stay on its growth track<blockquote>蔚来预计将解决供应链问题，以保持增长轨道</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\">2021-08-26 16:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Bank of America remains constructive on <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> after meeting with management earlier today on some capacity constraints due to chip component shortages and other disruptions with the production of local suppliers.</p><p><blockquote>美国银行仍持建设性态度<a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天早些时候与管理层会面，讨论了由于芯片组件短缺和当地供应商生产的其他中断而导致的一些产能限制。</blockquote></p><p> Crucially, Nio says it has communicated closely with CATL to ensure battery supply for the company's electric vehicle production at 8K to 9k units per month until the end of 2021. Management believes the supply constraints will only impact short-term production. On the positive side, Nio sees positive momentum on the demand front and notes strengthening with new orders received. The demand is strong enough that Nio is confident of hitting prior guidance for Q3 deliveries of 23K to 25K units.</p><p><blockquote>至关重要的是，蔚来表示，它已与宁德时代密切沟通，以确保该公司电动汽车产量在2021年底前每月8K至9k辆的电池供应。管理层认为供应限制只会影响短期生产。从积极的一面来看，蔚来看到了需求方面的积极势头，并注意到新订单的加强。需求足够强劲，蔚来有信心达到之前指导的第三季度交付量2.3万至2.5万辆。</blockquote></p><p> The automaker still expects to deliver three new models (including ET7) based on the NT2.0 platform in 2022.</p><p><blockquote>该汽车制造商仍预计在2022年交付三款基于NT2.0平台的新车型（包括ET7）。</blockquote></p><p> After taking in the update, BofA keeps a Buy rating on Nio&nbsp;(NYSE:NIO).</p><p><blockquote>收到更新后，美国银行维持蔚来（纽约证券交易所股票代码：蔚来）的买入评级。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3734169-nio-expects-to-cruise-right-around-supply-chain-issues-to-stay-on-its-growth-track\">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":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/news/3734169-nio-expects-to-cruise-right-around-supply-chain-issues-to-stay-on-its-growth-track","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105504915","content_text":"Bank of America remains constructive on NIO Inc. after meeting with management earlier today on some capacity constraints due to chip component shortages and other disruptions with the production of local suppliers.\nCrucially, Nio says it has communicated closely with CATL to ensure battery supply for the company's electric vehicle production at 8K to 9k units per month until the end of 2021. Management believes the supply constraints will only impact short-term production. On the positive side, Nio sees positive momentum on the demand front and notes strengthening with new orders received. The demand is strong enough that Nio is confident of hitting prior guidance for Q3 deliveries of 23K to 25K units.\nThe automaker still expects to deliver three new models (including ET7) based on the NT2.0 platform in 2022.\nAfter taking in the update, BofA keeps a Buy rating on Nio (NYSE:NIO).","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":855360754,"gmtCreate":1635337442239,"gmtModify":1635337442390,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/855360754","repostId":"1163460191","repostType":4,"repost":{"id":"1163460191","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635336440,"share":"https://www.laohu8.com/m/news/1163460191?lang=zh_CN&edition=full","pubTime":"2021-10-27 20:07","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163460191","media":"Tiger Newspress","summary":"US stock index futures were flat during early morning trading on Wednesday after the Dow and S&P clo","content":"<p>US&nbsp;stock index futures&nbsp;were flat&nbsp;during early morning trading on Wednesday after the Dow and S&amp;P closed at record highs as earnings season continues.<img src=\"https://static.tigerbbs.com/3ba3bdf4766121a57af16614b7de5ab1\" tg-width=\"1080\" tg-height=\"543\" referrerpolicy=\"no-referrer\">At 8:05 a.m. ET, Dow e-minis were up&nbsp;18&nbsp;points, or 0.05%, S&amp;P 500 e-minis were down&nbsp;2.5&nbsp;points, or 0.05%, and Nasdaq 100 e-minis were&nbsp;down&nbsp;17.25&nbsp;points, or 0.11%.</p><p><blockquote>随着财报季的继续，道琼斯指数和标准普尔指数收于历史新高，美国股指期货周三早盘持平。截至美国东部时间上午8:05，道指e-minis上涨18点，即0.05%，标普500 e-minis下跌2.5点，即0.05%，纳斯达克100 e-minis下跌17.25点，即0.11%。</blockquote></p><p> A busy earnings week continues on Wednesday with Coca-Cola, McDonald’s, Bristol-Myers, Boeing, General Motors and Harley-Davidson among the names on deck before the market opens. Ford, eBay and Yum China will provide quarterly updates after the market closes.</p><p><blockquote>周三，繁忙的财报周仍在继续，可口可乐、麦当劳、百时美施贵宝、波音、通用汽车和哈雷戴维森等公司都在开盘前上市。福特、eBay和百胜中国将在收盘后提供季度更新。</blockquote></p><p> On the economic front, U.S. durable goods order data will be released at 8:30 a.m. ET.</p><p><blockquote>经济方面，美国耐用品订单数据将于美东时间上午8:30公布。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <ul>  <li><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and&nbsp;<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>&nbsp;were among the headline reports Tuesday after the market closed, with both topping revenue expectations. Microsoft shares rose 2.3% in premarket trading.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>&nbsp;shares tumbled 4% premarket after the companysaid it earned $1.95 billion, or $2.07 a share, in the quarter, compared with $1.3 billion, or $1.45 a share, in the year-ago period,and its revenue rose 22% to $4.64 billion.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/V\">Visa</a>&nbsp;fell 2.5%in premarket trading although it reported increases in net revenue and earnings for its fiscal fourth quarter driven by higher payments volume, cross-border volume and processed transactions as economies opened up with the wider availability of Covid-19 vaccines.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a>&nbsp;leaped 12.7% after&nbsp;reporting record revenue&nbsp;in face of supply chain headwinds.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/KO\">Coca-Cola</a> rose 2.6% premarket after the company posted&nbsp;a beat on the top and bottom lines&nbsp;and raised its outlook, saying the business was getting stronger particularly in areas where the Covid recovery has been the best.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/HOOD\">Robinhood Markets, Inc.</a> shares were getting slammed, down 11% the day after the trading app&nbsp;reported revenue well below expectations&nbsp;primarily due to weakness in crypto trading.</li> </ul></p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>周二收盘后成为头条新闻，两者的收入都超出了预期。微软股价在盘前交易中上涨2.3%。</li></ul><ul><li><a href=\"https://laohu8.com/S/TXN\">德州仪器</a>该公司表示，本季度盈利19.5亿美元，即每股2.07美元，而去年同期为13亿美元，即每股1.45美元，该公司股价盘前下跌4%，营收增长22%，至46.4亿美元。</li></ul><ul><li><a href=\"https://laohu8.com/S/V\">签证</a>尽管该公司报告称，随着Covid-19疫苗的广泛普及，经济开放，支付量、跨境量和处理交易量增加，推动了第四财季净收入和收益的增长，但盘前交易中该公司仍下跌2.5%。</li></ul><ul><li><a href=\"https://laohu8.com/S/ENPH\">Enphase能源</a>面对供应链逆风，营收创历史新高，股价跃升12.7%。</li></ul><ul><li><a href=\"https://laohu8.com/S/KO\">可口可乐</a>盘前上涨2.6%，此前该公司公布了营收和利润，并上调了前景，称业务正在变得更加强劲，特别是在新冠疫情复苏最好的地区。</li></ul><ul><li><a href=\"https://laohu8.com/S/HOOD\">罗宾汉市场公司。</a>该交易应用程序报告收入远低于预期，主要是由于加密货币交易疲软，第二天股价暴跌11%。</li></ul></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>Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</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\">\nToplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-27 20:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>US&nbsp;stock index futures&nbsp;were flat&nbsp;during early morning trading on Wednesday after the Dow and S&amp;P closed at record highs as earnings season continues.<img src=\"https://static.tigerbbs.com/3ba3bdf4766121a57af16614b7de5ab1\" tg-width=\"1080\" tg-height=\"543\" referrerpolicy=\"no-referrer\">At 8:05 a.m. ET, Dow e-minis were up&nbsp;18&nbsp;points, or 0.05%, S&amp;P 500 e-minis were down&nbsp;2.5&nbsp;points, or 0.05%, and Nasdaq 100 e-minis were&nbsp;down&nbsp;17.25&nbsp;points, or 0.11%.</p><p><blockquote>随着财报季的继续，道琼斯指数和标准普尔指数收于历史新高，美国股指期货周三早盘持平。截至美国东部时间上午8:05，道指e-minis上涨18点，即0.05%，标普500 e-minis下跌2.5点，即0.05%，纳斯达克100 e-minis下跌17.25点，即0.11%。</blockquote></p><p> A busy earnings week continues on Wednesday with Coca-Cola, McDonald’s, Bristol-Myers, Boeing, General Motors and Harley-Davidson among the names on deck before the market opens. Ford, eBay and Yum China will provide quarterly updates after the market closes.</p><p><blockquote>周三，繁忙的财报周仍在继续，可口可乐、麦当劳、百时美施贵宝、波音、通用汽车和哈雷戴维森等公司都在开盘前上市。福特、eBay和百胜中国将在收盘后提供季度更新。</blockquote></p><p> On the economic front, U.S. durable goods order data will be released at 8:30 a.m. ET.</p><p><blockquote>经济方面，美国耐用品订单数据将于美东时间上午8:30公布。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <ul>  <li><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and&nbsp;<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>&nbsp;were among the headline reports Tuesday after the market closed, with both topping revenue expectations. Microsoft shares rose 2.3% in premarket trading.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>&nbsp;shares tumbled 4% premarket after the companysaid it earned $1.95 billion, or $2.07 a share, in the quarter, compared with $1.3 billion, or $1.45 a share, in the year-ago period,and its revenue rose 22% to $4.64 billion.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/V\">Visa</a>&nbsp;fell 2.5%in premarket trading although it reported increases in net revenue and earnings for its fiscal fourth quarter driven by higher payments volume, cross-border volume and processed transactions as economies opened up with the wider availability of Covid-19 vaccines.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a>&nbsp;leaped 12.7% after&nbsp;reporting record revenue&nbsp;in face of supply chain headwinds.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/KO\">Coca-Cola</a> rose 2.6% premarket after the company posted&nbsp;a beat on the top and bottom lines&nbsp;and raised its outlook, saying the business was getting stronger particularly in areas where the Covid recovery has been the best.</li> </ul> <ul>  <li><a href=\"https://laohu8.com/S/HOOD\">Robinhood Markets, Inc.</a> shares were getting slammed, down 11% the day after the trading app&nbsp;reported revenue well below expectations&nbsp;primarily due to weakness in crypto trading.</li> </ul></p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>周二收盘后成为头条新闻，两者的收入都超出了预期。微软股价在盘前交易中上涨2.3%。</li></ul><ul><li><a href=\"https://laohu8.com/S/TXN\">德州仪器</a>该公司表示，本季度盈利19.5亿美元，即每股2.07美元，而去年同期为13亿美元，即每股1.45美元，该公司股价盘前下跌4%，营收增长22%，至46.4亿美元。</li></ul><ul><li><a href=\"https://laohu8.com/S/V\">签证</a>尽管该公司报告称，随着Covid-19疫苗的广泛普及，经济开放，支付量、跨境量和处理交易量增加，推动了第四财季净收入和收益的增长，但盘前交易中该公司仍下跌2.5%。</li></ul><ul><li><a href=\"https://laohu8.com/S/ENPH\">Enphase能源</a>面对供应链逆风，营收创历史新高，股价跃升12.7%。</li></ul><ul><li><a href=\"https://laohu8.com/S/KO\">可口可乐</a>盘前上涨2.6%，此前该公司公布了营收和利润，并上调了前景，称业务正在变得更加强劲，特别是在新冠疫情复苏最好的地区。</li></ul><ul><li><a href=\"https://laohu8.com/S/HOOD\">罗宾汉市场公司。</a>该交易应用程序报告收入远低于预期，主要是由于加密货币交易疲软，第二天股价暴跌11%。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ENPH":"Enphase Energy","HOOD":"Robinhood","KO":"可口可乐","MSFT":"微软","GOOG":"谷歌","TXN":"德州仪器","V":"Visa"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163460191","content_text":"US stock index futures were flat during early morning trading on Wednesday after the Dow and S&P closed at record highs as earnings season continues.At 8:05 a.m. ET, Dow e-minis were up 18 points, or 0.05%, S&P 500 e-minis were down 2.5 points, or 0.05%, and Nasdaq 100 e-minis were down 17.25 points, or 0.11%.\nA busy earnings week continues on Wednesday with Coca-Cola, McDonald’s, Bristol-Myers, Boeing, General Motors and Harley-Davidson among the names on deck before the market opens. Ford, eBay and Yum China will provide quarterly updates after the market closes.\nOn the economic front, U.S. durable goods order data will be released at 8:30 a.m. ET.\nStocks making the biggest moves in the premarket:\n\nMicrosoft and Alphabet were among the headline reports Tuesday after the market closed, with both topping revenue expectations. Microsoft shares rose 2.3% in premarket trading.\n\n\nTexas Instruments shares tumbled 4% premarket after the companysaid it earned $1.95 billion, or $2.07 a share, in the quarter, compared with $1.3 billion, or $1.45 a share, in the year-ago period,and its revenue rose 22% to $4.64 billion.\n\n\nVisa fell 2.5%in premarket trading although it reported increases in net revenue and earnings for its fiscal fourth quarter driven by higher payments volume, cross-border volume and processed transactions as economies opened up with the wider availability of Covid-19 vaccines.\n\n\nEnphase Energy leaped 12.7% after reporting record revenue in face of supply chain headwinds.\n\n\nCoca-Cola rose 2.6% premarket after the company posted a beat on the top and bottom lines and raised its outlook, saying the business was getting stronger particularly in areas where the Covid recovery has been the best.\n\n\nRobinhood Markets, Inc. shares were getting slammed, down 11% the day after the trading app reported revenue well below expectations primarily due to weakness in crypto trading.","news_type":1,"symbols_score_info":{"KO":0.9,"MSFT":0.9,"TXN":0.9,"ENPH":0.9,"V":0.9,"GOOG":0.9,"HOOD":0.9}},"isVote":1,"tweetType":1,"viewCount":3020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":807520642,"gmtCreate":1628044416286,"gmtModify":1633754087708,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Like like😉","listText":"Like like😉","text":"Like like😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807520642","repostId":"2156312793","repostType":4,"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":859297324,"gmtCreate":1634697889793,"gmtModify":1634697997665,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Gogogo. Everybody 🤞&nbsp;","listText":"Gogogo. Everybody 🤞&nbsp;","text":"Gogogo. Everybody 🤞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/859297324","repostId":"2176710436","repostType":4,"isVote":1,"tweetType":1,"viewCount":2051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176739972,"gmtCreate":1626915117896,"gmtModify":1633769813783,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/176739972","repostId":"2153477496","repostType":4,"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171618761,"gmtCreate":1626741621353,"gmtModify":1633771548670,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Pls like 😉","listText":"Pls like 😉","text":"Pls like 😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/171618761","repostId":"2152652683","repostType":4,"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890664682,"gmtCreate":1628115328146,"gmtModify":1633753577664,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Like ya😊","listText":"Like ya😊","text":"Like ya😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890664682","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807520019,"gmtCreate":1628044382931,"gmtModify":1633754088057,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"😉","listText":"😉","text":"😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807520019","repostId":"2156312793","repostType":4,"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":859290983,"gmtCreate":1634696985580,"gmtModify":1634696991109,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Like ya😊","listText":"Like ya😊","text":"Like ya😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859290983","repostId":"2176710436","repostType":4,"isVote":1,"tweetType":1,"viewCount":2420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869628870,"gmtCreate":1632282684990,"gmtModify":1632801502702,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Like pls🙏🏻","listText":"Like pls🙏🏻","text":"Like pls🙏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/869628870","repostId":"2169324976","repostType":4,"isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893492281,"gmtCreate":1628294276943,"gmtModify":1633751971470,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"👍like ok😊","listText":"👍like ok😊","text":"👍like ok😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893492281","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://www.laohu8.com/m/news/1155656235?lang=zh_CN&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在该行业反弹的推动下，云ETF接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计，提供云服务的公司未来将实现强劲的销售增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国的传言和德尔塔变异毒株感染人数激增，但美国投资者仍然看涨。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于计算能力向互联网分布式模式转变前沿的公司——预计将在未来几年快速增长，覆盖该领域的五家最大交易所交易基金中有四家即将创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些ETF持有的股票屏幕，显示了预计到2023年销售额增幅最大的股票。在一个许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动力。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>首先，我们查看了五只最大的云ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何ETF感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至8月4日的总回报比较，以及SPDR标普500 ETF和Invesco QQQ Trust（跟踪纳斯达克100指数）的总回报比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF的方法不同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪一个指数。根据Ark Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，占投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云ETF中，ARKW独有的另一个持股是华特迪士尼公司，该公司通过其Disney+流媒体服务无疑是一个重要的云参与者，即使该公司没有直接说明其销售额有多少来自该快速增长的部分。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>作为对ARKW描述的一部分，FactSet表示如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术有信心的投资者，但投资组合的实施是一项更加困难的任务：大多数开发这些进步的公司都是大公司，新兴技术仅占总收入的一小部分。因此，很难纯粹接触ARKW的目标技术，因此请务必确认该基金的持股（而不仅仅是其论点）与您对该领域的看法一致。”</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测2023年的销售增长，我们使用2020年日历的销售预测作为基线，然后查看FactSet调查的分析师对随后三年的一致预测（如果有）。（2020年的数字是估计值，因为许多公司的财年与日历不符。）</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将该小组限制在FactSet调查的至少5名分析师覆盖的126家公司，这些公司可以获得2020年至2023年的一致销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到2023年销售额复合年增长率(CAGR)最高的20家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有21只股票上市，包括Zillow Group Inc.的A类和C类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该榜单以ARKW持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来12个月共识预测的当前远期市销率、当前市值与2023年预计销售额的比率以及分析师对这些股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为2.8，2023年预计市销率为2.6。对于QQQ，目前的市盈率为4.7，2023年将降至4.3。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-06 13:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在该行业反弹的推动下，云ETF接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计，提供云服务的公司未来将实现强劲的销售增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国的传言和德尔塔变异毒株感染人数激增，但美国投资者仍然看涨。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于计算能力向互联网分布式模式转变前沿的公司——预计将在未来几年快速增长，覆盖该领域的五家最大交易所交易基金中有四家即将创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些ETF持有的股票屏幕，显示了预计到2023年销售额增幅最大的股票。在一个许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动力。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>首先，我们查看了五只最大的云ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何ETF感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至8月4日的总回报比较，以及SPDR标普500 ETF和Invesco QQQ Trust（跟踪纳斯达克100指数）的总回报比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF的方法不同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪一个指数。根据Ark Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，占投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云ETF中，ARKW独有的另一个持股是华特迪士尼公司，该公司通过其Disney+流媒体服务无疑是一个重要的云参与者，即使该公司没有直接说明其销售额有多少来自该快速增长的部分。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>作为对ARKW描述的一部分，FactSet表示如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术有信心的投资者，但投资组合的实施是一项更加困难的任务：大多数开发这些进步的公司都是大公司，新兴技术仅占总收入的一小部分。因此，很难纯粹接触ARKW的目标技术，因此请务必确认该基金的持股（而不仅仅是其论点）与您对该领域的看法一致。”</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测2023年的销售增长，我们使用2020年日历的销售预测作为基线，然后查看FactSet调查的分析师对随后三年的一致预测（如果有）。（2020年的数字是估计值，因为许多公司的财年与日历不符。）</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将该小组限制在FactSet调查的至少5名分析师覆盖的126家公司，这些公司可以获得2020年至2023年的一致销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到2023年销售额复合年增长率(CAGR)最高的20家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有21只股票上市，包括Zillow Group Inc.的A类和C类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该榜单以ARKW持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来12个月共识预测的当前远期市销率、当前市值与2023年预计销售额的比率以及分析师对这些股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为2.8，2023年预计市销率为2.6。对于QQQ，目前的市盈率为4.7，2023年将降至4.3。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc.","SE":"Sea Ltd","CRWD":"CrowdStrike Holdings, Inc.","TDOC":"Teladoc Health Inc.","SKLZ":"Skillz Inc","ZG":"Zillow Class A","ROKU":"Roku Inc","KC":"金山云","ADYEY":"Adyen N.V.","COIN":"Coinbase Global, Inc.","TSLA":"特斯拉","MELI":"MercadoLibre","PDD":"拼多多","Z":"Zillow","LC":"LendingClub","OKTA":"Okta Inc.","PINS":"Pinterest, Inc.","SHOP":"Shopify Inc","VCYT":"Veracyte Inc","SNAP":"Snap Inc"},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"LC":0.9,"ZG":0.9,"PINS":0.9,"KC":0.9,"TSLA":0.9,"SE":0.9,"SQ":0.9,"Z":0.9,"CRWD":0.9,"COIN":0.9,"MELI":0.9,"OKTA":0.9,"SNAP":0.9,"DKNG":0.9,"ROKU":0.9,"PDD":0.9,"SHOP":0.9,"ADYEY":0.9,"TDOC":0.9,"VCYT":0.9,"SKLZ":0.9}},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179632742,"gmtCreate":1626514972386,"gmtModify":1633926101177,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Good stock. If share drop must buy","listText":"Good stock. If share drop must buy","text":"Good stock. If share drop must buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179632742","repostId":"2151350423","repostType":4,"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170110668,"gmtCreate":1626411164454,"gmtModify":1631883982541,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"wait and save bullet. Gd luck every one","listText":"wait and save bullet. Gd luck every one","text":"wait and save bullet. Gd luck every one","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/170110668","repostId":"2151573133","repostType":4,"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812514285,"gmtCreate":1630594281147,"gmtModify":1631889009254,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Like ya😉","listText":"Like ya😉","text":"Like ya😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/812514285","repostId":"1159580926","repostType":4,"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832281783,"gmtCreate":1629639214342,"gmtModify":1633683634550,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832281783","repostId":"1133515985","repostType":4,"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832903063,"gmtCreate":1629552391952,"gmtModify":1633684074463,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832903063","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有多年股票而不是租用几天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看那些。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有多年股票而不是租用几天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看那些。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","ASML":"阿斯麦","SOXX":"iShares费城交易所半导体ETF","SNPS":"新思科技","ON":"安森美半导体","AAPL":"苹果","QCOM":"高通","SSNLF":"三星电子","TSM":"台积电","AMZN":"亚马逊","CDNS":"铿腾电子","GOOGL":"谷歌A","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"CDNS":0.9,"GOOG":0.9,"NVDA":0.9,"AMZN":0.9,"QCOM":0.9,"SNPS":0.9,"ASML":0.9,"AAPL":0.9,"SSNLF":0.9,"ON":0.9,"SOXX":0.9,"TSM":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831659129,"gmtCreate":1629325466161,"gmtModify":1633685763684,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"😊","listText":"😊","text":"😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831659129","repostId":"2160379017","repostType":4,"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839498616,"gmtCreate":1629171262135,"gmtModify":1633686836500,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839498616","repostId":"2160854275","repostType":4,"repost":{"id":"2160854275","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629171148,"share":"https://www.laohu8.com/m/news/2160854275?lang=zh_CN&edition=full","pubTime":"2021-08-17 11:32","market":"us","language":"en","title":"How Can Amazon, Microsoft, Netflix, Spotify Gain From New Big Tech Bill?<blockquote>Amazon、微软、Netflix、Spotify如何从新的大型科技法案中获益？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2160854275","media":"Benzinga","summary":"Last Wednesday, a bipartisan group of Senators launched a bill to rein the growing mobile operating ","content":"<p><img src=\"https://static.tigerbbs.com/1e06ed07d3863d7cffd4df0ba07f1776\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <ul>  <li>Last Wednesday, a bipartisan group of Senators launched a bill to rein the growing mobile operating system dominance of&nbsp;<b>Apple Inc</b>&nbsp;(NASDAQ: AAPL) and&nbsp;<b>Alphabet Inc</b>&nbsp;(NASDAQ: GOOG) (NASDAQ: GOOGL) Google.</li>  <li>The&nbsp;Open App Markets Act&nbsp;threatens the iPhone maker's $22 billion in annual high-margin revenue it makes from the App store. Apple has protested against the bill citing user security and privacy concerns, Bloomberg reported</li>  <li><b>Spotify Technology SA</b>&nbsp;(NYSE: SPOT), Tile Inc, and&nbsp;<b>Match Group Inc</b>&nbsp;(NASDAQ: MTCH) had&nbsp;previously alleged&nbsp;that Apple and Google's app stores are barriers to competition, especially their commissions on mobile device transactions. Epic Games&nbsp;too leveled similar&nbsp;allegations and is seeking its payment system for in-app purchases in its games.</li>  <li>The bill can have far-reaching consequences if it becomes the law. An iPhone owner would be able to download another app store to bypass Apple's or install apps and its approval process.</li>  <li>App makers like&nbsp;<b>Amazon.com Inc</b>&nbsp;(NASDAQ: AMZN),&nbsp;<b>Netflix Inc</b>&nbsp;(NASDAQ: NFLX), and Spotify can direct customers to their websites to sign up for subscriptions, dodging Apple's commissions.</li>  <li>Bloomberg notes that the law could be a boon for Amazon as it owns an app store and Spotify too, which itself has been blamed for unfair competition and shoddy treatment of artists.</li>  <li><b>Microsoft Corp</b>&nbsp;(NASDAQ: MSFT) can also defend its Xbox gaming service from the bill's provisions by projecting it as an entertainment console instead of a computing platform.</li> </ul></p><p><blockquote><ul><li>上周三，一个由两党参议员组成的小组推出了一项法案，旨在遏制移动操作系统日益增长的主导地位<b>苹果公司</b>（纳斯达克：AAPL）和<b>Alphabet公司</b>（纳斯达克：GOOG）（纳斯达克：GOOGL）谷歌。</li><li>《开放应用市场法案》威胁到这家iPhone制造商每年从App store获得的220亿美元高利润收入。据彭博社报道，苹果以用户安全和隐私问题为由抗议该法案</li><li><b>Spotify技术公司</b>（纽约证券交易所代码：SPOT）、Tile Inc和<b>火柴集团公司</b>（纳斯达克：MTCH）此前曾指控苹果和谷歌的应用商店是竞争壁垒，尤其是它们在移动设备交易上的佣金。Epic Games也提出了类似的指控，并正在寻求其游戏内购买的支付系统。</li><li>如果该法案成为法律，可能会产生深远的影响。iPhone用户将能够下载另一个应用商店来绕过苹果的应用商店或安装应用程序及其审批流程。</li><li>应用程序制造商喜欢<b>亚马逊公司</b>（纳斯达克：AMZN），<b>Netflix</b>（纳斯达克：NFLX），Spotify可以引导客户到他们的网站注册订阅，从而避开苹果的佣金。</li><li>彭博社指出，这项法律可能对亚马逊有利，因为它还拥有一家应用商店和Spotify，而Spotify本身也被指责不公平竞争和对艺术家的劣质待遇。</li><li><b>微软公司</b>（纳斯达克：MSFT）还可以通过将其视为娱乐控制台而不是计算平台来保护其Xbox游戏服务免受该法案条款的影响。</li></ul></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>How Can Amazon, Microsoft, Netflix, Spotify Gain From New Big Tech Bill?<blockquote>Amazon、微软、Netflix、Spotify如何从新的大型科技法案中获益？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Can Amazon, Microsoft, Netflix, Spotify Gain From New Big Tech Bill?<blockquote>Amazon、微软、Netflix、Spotify如何从新的大型科技法案中获益？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-17 11:32</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/1e06ed07d3863d7cffd4df0ba07f1776\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <ul>  <li>Last Wednesday, a bipartisan group of Senators launched a bill to rein the growing mobile operating system dominance of&nbsp;<b>Apple Inc</b>&nbsp;(NASDAQ: AAPL) and&nbsp;<b>Alphabet Inc</b>&nbsp;(NASDAQ: GOOG) (NASDAQ: GOOGL) Google.</li>  <li>The&nbsp;Open App Markets Act&nbsp;threatens the iPhone maker's $22 billion in annual high-margin revenue it makes from the App store. Apple has protested against the bill citing user security and privacy concerns, Bloomberg reported</li>  <li><b>Spotify Technology SA</b>&nbsp;(NYSE: SPOT), Tile Inc, and&nbsp;<b>Match Group Inc</b>&nbsp;(NASDAQ: MTCH) had&nbsp;previously alleged&nbsp;that Apple and Google's app stores are barriers to competition, especially their commissions on mobile device transactions. Epic Games&nbsp;too leveled similar&nbsp;allegations and is seeking its payment system for in-app purchases in its games.</li>  <li>The bill can have far-reaching consequences if it becomes the law. An iPhone owner would be able to download another app store to bypass Apple's or install apps and its approval process.</li>  <li>App makers like&nbsp;<b>Amazon.com Inc</b>&nbsp;(NASDAQ: AMZN),&nbsp;<b>Netflix Inc</b>&nbsp;(NASDAQ: NFLX), and Spotify can direct customers to their websites to sign up for subscriptions, dodging Apple's commissions.</li>  <li>Bloomberg notes that the law could be a boon for Amazon as it owns an app store and Spotify too, which itself has been blamed for unfair competition and shoddy treatment of artists.</li>  <li><b>Microsoft Corp</b>&nbsp;(NASDAQ: MSFT) can also defend its Xbox gaming service from the bill's provisions by projecting it as an entertainment console instead of a computing platform.</li> </ul></p><p><blockquote><ul><li>上周三，一个由两党参议员组成的小组推出了一项法案，旨在遏制移动操作系统日益增长的主导地位<b>苹果公司</b>（纳斯达克：AAPL）和<b>Alphabet公司</b>（纳斯达克：GOOG）（纳斯达克：GOOGL）谷歌。</li><li>《开放应用市场法案》威胁到这家iPhone制造商每年从App store获得的220亿美元高利润收入。据彭博社报道，苹果以用户安全和隐私问题为由抗议该法案</li><li><b>Spotify技术公司</b>（纽约证券交易所代码：SPOT）、Tile Inc和<b>火柴集团公司</b>（纳斯达克：MTCH）此前曾指控苹果和谷歌的应用商店是竞争壁垒，尤其是它们在移动设备交易上的佣金。Epic Games也提出了类似的指控，并正在寻求其游戏内购买的支付系统。</li><li>如果该法案成为法律，可能会产生深远的影响。iPhone用户将能够下载另一个应用商店来绕过苹果的应用商店或安装应用程序及其审批流程。</li><li>应用程序制造商喜欢<b>亚马逊公司</b>（纳斯达克：AMZN），<b>Netflix</b>（纳斯达克：NFLX），Spotify可以引导客户到他们的网站注册订阅，从而避开苹果的佣金。</li><li>彭博社指出，这项法律可能对亚马逊有利，因为它还拥有一家应用商店和Spotify，而Spotify本身也被指责不公平竞争和对艺术家的劣质待遇。</li><li><b>微软公司</b>（纳斯达克：MSFT）还可以通过将其视为娱乐控制台而不是计算平台来保护其Xbox游戏服务免受该法案条款的影响。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","GOOGL":"谷歌A","NGD":"New Gold","SPOT":"Spotify Technology S.A.","AAPL":"苹果","NFLX":"奈飞","MSFT":"微软","GOOG":"谷歌"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160854275","content_text":"Last Wednesday, a bipartisan group of Senators launched a bill to rein the growing mobile operating system dominance of Apple Inc (NASDAQ: AAPL) and Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) Google.\nThe Open App Markets Act threatens the iPhone maker's $22 billion in annual high-margin revenue it makes from the App store. Apple has protested against the bill citing user security and privacy concerns, Bloomberg reported\nSpotify Technology SA (NYSE: SPOT), Tile Inc, and Match Group Inc (NASDAQ: MTCH) had previously alleged that Apple and Google's app stores are barriers to competition, especially their commissions on mobile device transactions. Epic Games too leveled similar allegations and is seeking its payment system for in-app purchases in its games.\nThe bill can have far-reaching consequences if it becomes the law. An iPhone owner would be able to download another app store to bypass Apple's or install apps and its approval process.\nApp makers like Amazon.com Inc (NASDAQ: AMZN), Netflix Inc (NASDAQ: NFLX), and Spotify can direct customers to their websites to sign up for subscriptions, dodging Apple's commissions.\nBloomberg notes that the law could be a boon for Amazon as it owns an app store and Spotify too, which itself has been blamed for unfair competition and shoddy treatment of artists.\nMicrosoft Corp (NASDAQ: MSFT) can also defend its Xbox gaming service from the bill's provisions by projecting it as an entertainment console instead of a computing platform.","news_type":1,"symbols_score_info":{"GOOG":0.9,"SPOT":0.9,"AMZN":0.9,"NGD":0.9,"MSFT":0.9,"AAPL":0.9,"GOOGL":0.9,"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839491578,"gmtCreate":1629171214494,"gmtModify":1633686837191,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Like😊","listText":"Like😊","text":"Like😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/839491578","repostId":"2160278866","repostType":4,"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805948906,"gmtCreate":1627857180705,"gmtModify":1633756005811,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"😊","listText":"😊","text":"😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805948906","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808839251,"gmtCreate":1627567893873,"gmtModify":1633763714732,"author":{"id":"3570941179663440","authorId":"3570941179663440","name":"RKYN","avatar":"https://static.tigerbbs.com/a21b3c40a00e52f1e8e9b99117593514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570941179663440","idStr":"3570941179663440"},"themes":[],"htmlText":"Gogogo. Like pls🙏🏻","listText":"Gogogo. Like pls🙏🏻","text":"Gogogo. Like pls🙏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808839251","repostId":"1123366891","repostType":4,"repost":{"id":"1123366891","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627566203,"share":"https://www.laohu8.com/m/news/1123366891?lang=zh_CN&edition=full","pubTime":"2021-07-29 21:43","market":"us","language":"en","title":"EV stocks surged in Thursday morning trading<blockquote>电动汽车股周四早盘飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123366891","media":"Tiger Newspress","summary":"EV stocks surged in Thursday morning tradingTesla,Nio,Xpeng Motors and Li Auto climbed between 1% an","content":"<p>EV stocks surged in Thursday morning tradingTesla,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 1% and 4%.</p><p><blockquote>电动汽车股周四早盘飙升，特斯拉、蔚来、小鹏汽车和理想汽车股价上涨1%至4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/81208d42ed74b925e9a5c15d1f225ef0\" tg-width=\"384\" tg-height=\"538\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks surged in Thursday morning trading<blockquote>电动汽车股周四早盘飙升</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\">\nEV stocks surged in Thursday morning trading<blockquote>电动汽车股周四早盘飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-29 21:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks surged in Thursday morning tradingTesla,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 1% and 4%.</p><p><blockquote>电动汽车股周四早盘飙升，特斯拉、蔚来、小鹏汽车和理想汽车股价上涨1%至4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/81208d42ed74b925e9a5c15d1f225ef0\" tg-width=\"384\" tg-height=\"538\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏汽车","LI":"理想汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123366891","content_text":"EV stocks surged in Thursday morning tradingTesla,Nio,Xpeng Motors and Li Auto climbed between 1% and 4%.","news_type":1,"symbols_score_info":{"TSLA":0.9,"LI":0.9,"XPEV":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}