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ghyean
2021-11-30
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抱歉，原内容已删除
ghyean
2021-11-30
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Samsung to supply new advanced auto chip to Volkswagen<blockquote>三星将向大众汽车供应新型先进汽车芯片</blockquote>
ghyean
2021-05-11
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ghyean
2021-05-11
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ghyean
2021-03-21
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1 Stock Warren Buffett and Cathie Wood Have in Common and 1 They Should<blockquote>沃伦·巴菲特和凯西·伍德共有1只股票，他们应该有1只股票</blockquote>
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10:35","market":"us","language":"en","title":"Samsung to supply new advanced auto chip to Volkswagen<blockquote>三星将向大众汽车供应新型先进汽车芯片</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125349143","media":"Reuters","summary":"SEOUL (Reuters) - Samsung Electronics on Tuesday revealed new auto chips targeting demand for advanc","content":"<p>SEOUL (Reuters) - Samsung Electronics on Tuesday revealed new auto chips targeting demand for advanced chips in cars, including one mounted in Volkswagen's infotainment system developed by LG Electronics.</p><p><blockquote>首尔（路透社）-三星电子周二发布了针对汽车先进芯片需求的新汽车芯片，其中包括一款安装在LG电子开发的大众汽车信息娱乐系统中的芯片。</blockquote></p><p> Demand is rising for \"high-tech\" automotive chips that can handle more entertainment consumption and increased electrical components in cars, Samsung said in a statement, saying that it plans to actively respond to the growing demand.</p><p><blockquote>三星在一份声明中表示，对“高科技”汽车芯片的需求正在上升，这些芯片可以处理更多的娱乐消费和汽车中增加的电气元件，并表示计划积极应对不断增长的需求。</blockquote></p><p> The chips, developed by Samsung's logic chip design business System LSI, include a chip enabling 5G-based telecommunications for downloading high-definition video content during transit, and a power management chip for stable electricity supply.</p><p><blockquote>这些芯片由三星的逻辑芯片设计业务系统LSI开发，包括一个支持基于5G的电信的芯片，用于在传输过程中下载高清视频内容，以及一个用于稳定电力供应的电源管理芯片。</blockquote></p><p> A third chip, an infotainment processor that can control up to four displays and 12 cameras at once, has been mounted in Volkswagen's high-performance computer called In Car Application Server (ICAS) 3.1, developed by LG Electronics' vehicle components business, Samsung said.</p><p><blockquote>三星表示，第三个芯片是一种信息娱乐处理器，可以同时控制多达4个显示器和12个摄像头，已安装在大众汽车的高性能计算机中，名为In Car Application Server(ICAS)3.1，由LG电子的汽车零部件业务开发。</blockquote></p><p> Samsung and cross-town rival LG Electronics have both targeted the expansion of the global electric vehicle market and the rapid electrification of cars as opportunities to sell more Volkswagenhigh-tech chips and sophisticated components, analysts said.</p><p><blockquote>分析师表示，三星和同城竞争对手LG电子都将全球电动汽车市场的扩张和汽车的快速电气化视为销售更多大众高科技芯片和复杂零部件的机会。</blockquote></p><p></p>","source":"lsy1612507957220","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>Samsung to supply new advanced auto chip to Volkswagen<blockquote>三星将向大众汽车供应新型先进汽车芯片</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\">\nSamsung to supply new advanced auto chip to Volkswagen<blockquote>三星将向大众汽车供应新型先进汽车芯片</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-30 10:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>SEOUL (Reuters) - Samsung Electronics on Tuesday revealed new auto chips targeting demand for advanced chips in cars, including one mounted in Volkswagen's infotainment system developed by LG Electronics.</p><p><blockquote>首尔（路透社）-三星电子周二发布了针对汽车先进芯片需求的新汽车芯片，其中包括一款安装在LG电子开发的大众汽车信息娱乐系统中的芯片。</blockquote></p><p> Demand is rising for \"high-tech\" automotive chips that can handle more entertainment consumption and increased electrical components in cars, Samsung said in a statement, saying that it plans to actively respond to the growing demand.</p><p><blockquote>三星在一份声明中表示，对“高科技”汽车芯片的需求正在上升，这些芯片可以处理更多的娱乐消费和汽车中增加的电气元件，并表示计划积极应对不断增长的需求。</blockquote></p><p> The chips, developed by Samsung's logic chip design business System LSI, include a chip enabling 5G-based telecommunications for downloading high-definition video content during transit, and a power management chip for stable electricity supply.</p><p><blockquote>这些芯片由三星的逻辑芯片设计业务系统LSI开发，包括一个支持基于5G的电信的芯片，用于在传输过程中下载高清视频内容，以及一个用于稳定电力供应的电源管理芯片。</blockquote></p><p> A third chip, an infotainment processor that can control up to four displays and 12 cameras at once, has been mounted in Volkswagen's high-performance computer called In Car Application Server (ICAS) 3.1, developed by LG Electronics' vehicle components business, Samsung said.</p><p><blockquote>三星表示，第三个芯片是一种信息娱乐处理器，可以同时控制多达4个显示器和12个摄像头，已安装在大众汽车的高性能计算机中，名为In Car Application Server(ICAS)3.1，由LG电子的汽车零部件业务开发。</blockquote></p><p> Samsung and cross-town rival LG Electronics have both targeted the expansion of the global electric vehicle market and the rapid electrification of cars as opportunities to sell more Volkswagenhigh-tech chips and sophisticated components, analysts said.</p><p><blockquote>分析师表示，三星和同城竞争对手LG电子都将全球电动汽车市场的扩张和汽车的快速电气化视为销售更多大众高科技芯片和复杂零部件的机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/samsung-supply-advanced-auto-chip-021437219.html\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","VLKAY":"大众汽车"},"source_url":"https://finance.yahoo.com/news/samsung-supply-advanced-auto-chip-021437219.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125349143","content_text":"SEOUL (Reuters) - Samsung Electronics on Tuesday revealed new auto chips targeting demand for advanced chips in cars, including one mounted in Volkswagen's infotainment system developed by LG Electronics.\nDemand is rising for \"high-tech\" automotive chips that can handle more entertainment consumption and increased electrical components in cars, Samsung said in a statement, saying that it plans to actively respond to the growing demand.\nThe chips, developed by Samsung's logic chip design business 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said.","news_type":1,"symbols_score_info":{"SSNLF":0.9,"VLKAY":0.9}},"isVote":1,"tweetType":1,"viewCount":1747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199140496,"gmtCreate":1620692642115,"gmtModify":1634197116359,"author":{"id":"3571831320379183","authorId":"3571831320379183","name":"ghyean","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571831320379183","idStr":"3571831320379183"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/199140496","repostId":"1169419141","repostType":4,"isVote":1,"tweetType":1,"viewCount":1650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199157414,"gmtCreate":1620692614138,"gmtModify":1634197117200,"author":{"id":"3571831320379183","authorId":"3571831320379183","name":"ghyean","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571831320379183","idStr":"3571831320379183"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199157414","repostId":"1169419141","repostType":4,"isVote":1,"tweetType":1,"viewCount":1844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350718361,"gmtCreate":1616288978753,"gmtModify":1634526507666,"author":{"id":"3571831320379183","authorId":"3571831320379183","name":"ghyean","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571831320379183","idStr":"3571831320379183"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350718361","repostId":"1190757715","repostType":4,"repost":{"id":"1190757715","kind":"news","pubTimestamp":1616161968,"share":"https://www.laohu8.com/m/news/1190757715?lang=zh_CN&edition=full","pubTime":"2021-03-19 21:52","market":"us","language":"en","title":"1 Stock Warren Buffett and Cathie Wood Have in Common and 1 They Should<blockquote>沃伦·巴菲特和凯西·伍德共有1只股票，他们应该有1只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190757715","media":"Motley Fool","summary":"It might be a surprise to find out that two investors with virtually opposite approaches -- one who ","content":"<p>It might be a surprise to find out that two investors with virtually opposite approaches -- one who invests in large, cheap, iconic companies and the other who rose to fame on the heels of her outlandishly bullish (and accurate) predictions about \"overvalued\" stocks -- would have the same company in their portfolios. Perhaps the bigger surprise is the stock you might expect them to both own that they don't. Let's take a look at the two companies in question and what these successful investors must see.</p><p><blockquote>你可能会惊讶地发现，两个方法几乎相反的投资者——一个投资于大型、廉价、标志性的公司，另一个因她对“高估”股票的异常乐观（且准确）预测而声名鹊起——他们的投资组合中会有同一家公司。也许更大的惊喜是你可能期望他们都拥有的股票，但他们并没有。让我们来看看有问题的两家公司以及这些成功的投资者必须看到的东西。</blockquote></p><p><b>The surprising stock they both own</b></p><p><blockquote><b>他们都拥有的令人惊讶的股票</b></blockquote></p><p>First, it's doubtful that Warren Buffett actually bought<b>Snowflake</b>(NYSE:SNOW), the cloud data warehouse-as-a-service company. In recent years, lieutenants Todd Combs and Ted Weschler have been making more of the investment decisions, and the $750 million in stock<b>BerkshireHathaway</b>(NYSE:BRK.A)(NYSE:BRK.B)purchased before theinitial public offering (IPO)certainly doesn't match the investment style of the legendary nonagenarian. In fact, Buffett hasn't bought an IPO since<b>Ford</b> in 1956. The company does fit the style of Cathie Wood at ARK Invest, a global asset management company focused on disruptive innovation. That said, Snowflake is putting up numbers that would get any investor's attention.</p><p><blockquote>首先，沃伦·巴菲特是否真的购买了值得怀疑<b>雪花</b>（纽约证券交易所代码：SNOW），云数据仓库即服务公司。近年来，托德·库姆斯中尉和特德·韦施勒中尉一直在做出更多的投资决策，7.5亿美元的股票<b>伯克希尔哈撒韦</b>（纽约证券交易所股票代码：BRK.A）（纽约证券交易所股票代码：BRK.B）在首次公开募股（IPO）之前购买的当然不符合这位传奇九十多岁老人的投资风格。事实上，巴菲特此后就没有购买过IPO<b>福特</b>1956年。该公司确实符合ARK Invest的Cathie Wood的风格，ARK Invest是一家专注于颠覆性创新的全球资产管理公司。也就是说，Snowflake提供的数据会引起任何投资者的注意。</blockquote></p><p>The company recently reported its full fiscal year earnings, and the growth was jaw-dropping. Fourth-quarter revenue of $178 million was up 116% year over year. Topping that, remaining performance obligations, what customers have signed on to buy, was up 213% over the same point last year. The company has 77 customers that spend more than $1 million per year. That number is up from 65 just three months earlier. Management is projecting between 92% and 96% revenue growth for the current year. Snowflake posted an operating margin of negative 92%. Losing money never sounds good, but that is closer to profitability than the negative 135% for the year ending January 2020 or the negative 192% in 2019. If the company really wanted to turn a profit it could just curb its spending on sales and marketing.</p><p><blockquote>该公司最近公布了完整财年的收益，增长令人瞠目结舌。第四季度营收为1.78亿美元，同比增长116%。最重要的是，剩余履约义务（即客户已签署购买的商品）比去年同期增长了213%。该公司有77名每年消费超过100万美元的客户。这个数字比三个月前的65个有所上升。管理层预计今年收入增长92%至96%。Snowflake公布的营业利润率为负92%。亏损听起来从来都不是好事，但这比截至2020年1月的年度负135%或2019年的负192%更接近盈利。如果该公司真的想盈利，它可以限制销售和营销支出。</blockquote></p><p>It may not be a typical Buffett stock, but Snowflake definitely fits the mold of Wood's investments. The ARK founder has become synonymous with innovation, building a portfolio around futuristic themes such as genomics, space exploration, mobility-as-a-service, and the next-generation internet. It's the last theme, encompassing artificial intelligence and cloud computing, where Snowflake fits. The company's pay-as-you-consume, real-time access to data and analytical tools is a giant leap forward compared to the slow, bogged-down daily or weekly updates companies have long come to accept with managing their internal data warehouses.</p><p><blockquote>它可能不是典型的巴菲特股票，但雪花绝对符合伍德的投资模式。方舟创始人已成为创新的代名词，围绕基因组学、太空探索、移动即服务和下一代互联网等未来主题构建产品组合。这是最后一个主题，包括人工智能和云计算，雪花适合。与公司长期以来在管理内部数据仓库时接受的缓慢、停滞不前的每日或每周更新相比，该公司按消费付费、实时访问数据和分析工具是一个巨大的飞跃。</blockquote></p><p>Another stock in ARK's portfolio touches both the data-related and genomic revolution strategy. Based on his other holdings, it's actually surprising Buffett doesn't own it too.</p><p><blockquote>ARK投资组合中的另一只股票涉及数据相关和基因组革命战略。根据他的其他持股，巴菲特并不拥有它实际上令人惊讶。</blockquote></p><p><b>The surprising stock they don't both own</b></p><p><blockquote><b>令人惊讶的是他们并不都拥有的股票</b></blockquote></p><p>The Oracle of Omaha has been buying up the stocks of pharmaceutical companies in the past year. In the third quarter of 2020 he added shares of<b>Pfizer</b>(NYSE:PFE),<b>AbbVie</b>(NYSE:ABBV),<b>Merck</b>(NYSE:MRK), and<b>BristolMyersSquibb</b>(NYSE:BMY). Every member of that group gives investors between 3% and 5% in dividends annually. Other than Bristol Myers, they all hover around a $200 billion market cap as well, and Bristol Myers is nearly as large at $136 billion. Similarly,<b>Novartis</b>(NYSE:NVS)is a $211 billion company yielding 3.8%. Perhaps the reason Buffett hasn't bought this big pharma stock is that it is a Swiss company. It turns out, Buffett favors American brands in food, cola, and apparently drugmakers.</p><p><blockquote>这位奥马哈先知在过去的一年里一直在买入制药公司的股票。2020年第三季度，他增持了<b>辉瑞</b>（纽约证券交易所代码：PFE），<b>艾伯维</b>（纽约证券交易所代码：ABBV），<b>默克</b>（纽约证券交易所代码：MRK），以及<b>百时美施贵宝</b>（纽约证券交易所代码：BMY）。该集团的每个成员每年向投资者支付3%至5%的股息。除了百时美施贵宝之外，它们的市值也都徘徊在2000亿美元左右，百时美施贵宝的市值也几乎同样大，为1360亿美元。同样，<b>诺华</b>（纽约证券交易所股票代码：NVS）是一家市值2110亿美元的公司，收益率为3.8%。也许巴菲特没有购买这家大型制药公司股票的原因是它是一家瑞士公司。事实证明，巴菲特青睐食品、可乐领域的美国品牌，显然还有制药商。</blockquote></p><p>Novartis did catch the eye of Wood, thanks to its work toward developing a leading digital and data science platform for drug discovery. Although it isn't a pure play on any of ARK's strategies, Wood considers it a deep value pick, to be held through a bull market and then sold in times of volatility to add to higher-conviction growth names that get beaten down.</p><p><blockquote>诺华确实引起了伍德的注意，这要归功于其致力于开发领先的药物发现数字和数据科学平台。尽管这并不是ARK任何策略的纯粹体现，但伍德认为这是一个深度价值选择，可以在牛市期间持有，然后在波动时期出售，以增加受到打击的信念较高的成长型股票。</blockquote></p><p><b>Portfolio juxtaposition</b></p><p><blockquote><b>组合并置</b></blockquote></p><p>It may be counterintuitive for an investor who prides himself on unemotional investing to buy into one of the hottest IPOs of last year, but once Snowflake started trading, the investment doubled almost immediately. Similarly, few would think someone famous for a $4,000 price target on<b>Tesla</b>and presentations that literally map out the future of entire industries would own a nearly 4% dividend paying pharmaceutical company with no growth. However, there is a great lesson in these examples.</p><p><blockquote>对于一个以不带感情色彩的投资为荣的投资者来说，买入去年最热门的IPO之一可能是违反直觉的，但一旦Snowflake开始交易，投资几乎立即翻了一番。同样，很少有人会认为有人以4,000美元的目标价而闻名<b>特斯拉</b>真正描绘整个行业未来的演示文稿将拥有一家支付近4%股息但没有增长的制药公司。然而，这些例子中有一个很好的教训。</blockquote></p><p></p><p>Don't settle for the labels Wall Street places on companies or investors. Value and growth are just words. Investors may have tendencies that define them in the public eye, but that oversimplification may obscure the characteristics that draw their interest in an investment. Although Buffett likely didn't buy shares of Snowflake, it may have been the customer loyalty, leadership team, and consistent march toward profitability that made Combs or Weschler comfortable buying Snowflake shares. Wood may have a lot of fast-growing companies that don't make a profit, but it's the innovation that compels her to invest, not just growth rate. In the case of Novartis, innovation came in the form of a mega-cap pharmaceutical company.</p><p><blockquote>不要满足于华尔街给公司或投资者贴上的标签。价值和增长只是口头上的。投资者可能有在公众眼中定义他们的倾向，但这种过于简单化可能会掩盖吸引他们对投资感兴趣的特征。尽管巴菲特可能没有购买Snowflake的股票，但可能是客户忠诚度、领导团队以及持续向盈利能力迈进，让库姆斯或韦施勒放心购买Snowflake股票。伍德可能有很多快速增长的公司没有盈利，但迫使她投资的是创新，而不仅仅是增长率。就诺华而言，创新是以大型制药公司的形式出现的。</blockquote></p><p>Instead of focusing on the labels Wall Street slaps on a company or following Warren Buffett or Cathie Wood into the stock, try to identify the characteristics of the business that they find compelling. Try approaching the company as if you were going to inherit it, learning how dedicated customers are, where money gets spent to attract new ones, or what advantages it has over competitors. These answers will lead to a more informed investment decision and better outcomes over time.</p><p><blockquote>不要关注华尔街给一家公司贴上的标签，也不要追随沃伦·巴菲特或凯西·伍德买入该股票，而是尝试找出他们认为引人注目的业务特征。尝试接近该公司，就像你要继承它一样，了解客户有多敬业，钱花在哪里吸引新客户，或者它相对于竞争对手有什么优势。随着时间的推移，这些答案将导致更明智的投资决策和更好的结果。</blockquote></p><p>It turns out, both Snowflake and Novartis are compelling to different types of investors for a variety of reasons. Exploring those reasons can teach us a lot more about investing than focusing solely on who owns them. The more we know about a company, the easier it is to figure out whether the nextsell-off is something to fear or a great opportunity.</p><p><blockquote>事实证明，出于各种原因，雪花和诺华都吸引了不同类型的投资者。探索这些原因可以教会我们更多关于投资的知识，而不是仅仅关注谁拥有它们。我们对一家公司了解得越多，就越容易弄清楚下一次抛售是令人恐惧的事情还是一个绝佳的机会。</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>1 Stock Warren Buffett and Cathie Wood Have in Common and 1 They Should<blockquote>沃伦·巴菲特和凯西·伍德共有1只股票，他们应该有1只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Stock Warren Buffett and Cathie Wood Have in Common and 1 They Should<blockquote>沃伦·巴菲特和凯西·伍德共有1只股票，他们应该有1只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-03-19 21:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It might be a surprise to find out that two investors with virtually opposite approaches -- one who invests in large, cheap, iconic companies and the other who rose to fame on the heels of her outlandishly bullish (and accurate) predictions about \"overvalued\" stocks -- would have the same company in their portfolios. Perhaps the bigger surprise is the stock you might expect them to both own that they don't. Let's take a look at the two companies in question and what these successful investors must see.</p><p><blockquote>你可能会惊讶地发现，两个方法几乎相反的投资者——一个投资于大型、廉价、标志性的公司，另一个因她对“高估”股票的异常乐观（且准确）预测而声名鹊起——他们的投资组合中会有同一家公司。也许更大的惊喜是你可能期望他们都拥有的股票，但他们并没有。让我们来看看有问题的两家公司以及这些成功的投资者必须看到的东西。</blockquote></p><p><b>The surprising stock they both own</b></p><p><blockquote><b>他们都拥有的令人惊讶的股票</b></blockquote></p><p>First, it's doubtful that Warren Buffett actually bought<b>Snowflake</b>(NYSE:SNOW), the cloud data warehouse-as-a-service company. In recent years, lieutenants Todd Combs and Ted Weschler have been making more of the investment decisions, and the $750 million in stock<b>BerkshireHathaway</b>(NYSE:BRK.A)(NYSE:BRK.B)purchased before theinitial public offering (IPO)certainly doesn't match the investment style of the legendary nonagenarian. In fact, Buffett hasn't bought an IPO since<b>Ford</b> in 1956. The company does fit the style of Cathie Wood at ARK Invest, a global asset management company focused on disruptive innovation. That said, Snowflake is putting up numbers that would get any investor's attention.</p><p><blockquote>首先，沃伦·巴菲特是否真的购买了值得怀疑<b>雪花</b>（纽约证券交易所代码：SNOW），云数据仓库即服务公司。近年来，托德·库姆斯中尉和特德·韦施勒中尉一直在做出更多的投资决策，7.5亿美元的股票<b>伯克希尔哈撒韦</b>（纽约证券交易所股票代码：BRK.A）（纽约证券交易所股票代码：BRK.B）在首次公开募股（IPO）之前购买的当然不符合这位传奇九十多岁老人的投资风格。事实上，巴菲特此后就没有购买过IPO<b>福特</b>1956年。该公司确实符合ARK Invest的Cathie Wood的风格，ARK Invest是一家专注于颠覆性创新的全球资产管理公司。也就是说，Snowflake提供的数据会引起任何投资者的注意。</blockquote></p><p>The company recently reported its full fiscal year earnings, and the growth was jaw-dropping. Fourth-quarter revenue of $178 million was up 116% year over year. Topping that, remaining performance obligations, what customers have signed on to buy, was up 213% over the same point last year. The company has 77 customers that spend more than $1 million per year. That number is up from 65 just three months earlier. Management is projecting between 92% and 96% revenue growth for the current year. Snowflake posted an operating margin of negative 92%. Losing money never sounds good, but that is closer to profitability than the negative 135% for the year ending January 2020 or the negative 192% in 2019. If the company really wanted to turn a profit it could just curb its spending on sales and marketing.</p><p><blockquote>该公司最近公布了完整财年的收益，增长令人瞠目结舌。第四季度营收为1.78亿美元，同比增长116%。最重要的是，剩余履约义务（即客户已签署购买的商品）比去年同期增长了213%。该公司有77名每年消费超过100万美元的客户。这个数字比三个月前的65个有所上升。管理层预计今年收入增长92%至96%。Snowflake公布的营业利润率为负92%。亏损听起来从来都不是好事，但这比截至2020年1月的年度负135%或2019年的负192%更接近盈利。如果该公司真的想盈利，它可以限制销售和营销支出。</blockquote></p><p>It may not be a typical Buffett stock, but Snowflake definitely fits the mold of Wood's investments. The ARK founder has become synonymous with innovation, building a portfolio around futuristic themes such as genomics, space exploration, mobility-as-a-service, and the next-generation internet. It's the last theme, encompassing artificial intelligence and cloud computing, where Snowflake fits. The company's pay-as-you-consume, real-time access to data and analytical tools is a giant leap forward compared to the slow, bogged-down daily or weekly updates companies have long come to accept with managing their internal data warehouses.</p><p><blockquote>它可能不是典型的巴菲特股票，但雪花绝对符合伍德的投资模式。方舟创始人已成为创新的代名词，围绕基因组学、太空探索、移动即服务和下一代互联网等未来主题构建产品组合。这是最后一个主题，包括人工智能和云计算，雪花适合。与公司长期以来在管理内部数据仓库时接受的缓慢、停滞不前的每日或每周更新相比，该公司按消费付费、实时访问数据和分析工具是一个巨大的飞跃。</blockquote></p><p>Another stock in ARK's portfolio touches both the data-related and genomic revolution strategy. Based on his other holdings, it's actually surprising Buffett doesn't own it too.</p><p><blockquote>ARK投资组合中的另一只股票涉及数据相关和基因组革命战略。根据他的其他持股，巴菲特并不拥有它实际上令人惊讶。</blockquote></p><p><b>The surprising stock they don't both own</b></p><p><blockquote><b>令人惊讶的是他们并不都拥有的股票</b></blockquote></p><p>The Oracle of Omaha has been buying up the stocks of pharmaceutical companies in the past year. In the third quarter of 2020 he added shares of<b>Pfizer</b>(NYSE:PFE),<b>AbbVie</b>(NYSE:ABBV),<b>Merck</b>(NYSE:MRK), and<b>BristolMyersSquibb</b>(NYSE:BMY). Every member of that group gives investors between 3% and 5% in dividends annually. Other than Bristol Myers, they all hover around a $200 billion market cap as well, and Bristol Myers is nearly as large at $136 billion. Similarly,<b>Novartis</b>(NYSE:NVS)is a $211 billion company yielding 3.8%. Perhaps the reason Buffett hasn't bought this big pharma stock is that it is a Swiss company. It turns out, Buffett favors American brands in food, cola, and apparently drugmakers.</p><p><blockquote>这位奥马哈先知在过去的一年里一直在买入制药公司的股票。2020年第三季度，他增持了<b>辉瑞</b>（纽约证券交易所代码：PFE），<b>艾伯维</b>（纽约证券交易所代码：ABBV），<b>默克</b>（纽约证券交易所代码：MRK），以及<b>百时美施贵宝</b>（纽约证券交易所代码：BMY）。该集团的每个成员每年向投资者支付3%至5%的股息。除了百时美施贵宝之外，它们的市值也都徘徊在2000亿美元左右，百时美施贵宝的市值也几乎同样大，为1360亿美元。同样，<b>诺华</b>（纽约证券交易所股票代码：NVS）是一家市值2110亿美元的公司，收益率为3.8%。也许巴菲特没有购买这家大型制药公司股票的原因是它是一家瑞士公司。事实证明，巴菲特青睐食品、可乐领域的美国品牌，显然还有制药商。</blockquote></p><p>Novartis did catch the eye of Wood, thanks to its work toward developing a leading digital and data science platform for drug discovery. Although it isn't a pure play on any of ARK's strategies, Wood considers it a deep value pick, to be held through a bull market and then sold in times of volatility to add to higher-conviction growth names that get beaten down.</p><p><blockquote>诺华确实引起了伍德的注意，这要归功于其致力于开发领先的药物发现数字和数据科学平台。尽管这并不是ARK任何策略的纯粹体现，但伍德认为这是一个深度价值选择，可以在牛市期间持有，然后在波动时期出售，以增加受到打击的信念较高的成长型股票。</blockquote></p><p><b>Portfolio juxtaposition</b></p><p><blockquote><b>组合并置</b></blockquote></p><p>It may be counterintuitive for an investor who prides himself on unemotional investing to buy into one of the hottest IPOs of last year, but once Snowflake started trading, the investment doubled almost immediately. Similarly, few would think someone famous for a $4,000 price target on<b>Tesla</b>and presentations that literally map out the future of entire industries would own a nearly 4% dividend paying pharmaceutical company with no growth. However, there is a great lesson in these examples.</p><p><blockquote>对于一个以不带感情色彩的投资为荣的投资者来说，买入去年最热门的IPO之一可能是违反直觉的，但一旦Snowflake开始交易，投资几乎立即翻了一番。同样，很少有人会认为有人以4,000美元的目标价而闻名<b>特斯拉</b>真正描绘整个行业未来的演示文稿将拥有一家支付近4%股息但没有增长的制药公司。然而，这些例子中有一个很好的教训。</blockquote></p><p></p><p>Don't settle for the labels Wall Street places on companies or investors. Value and growth are just words. Investors may have tendencies that define them in the public eye, but that oversimplification may obscure the characteristics that draw their interest in an investment. Although Buffett likely didn't buy shares of Snowflake, it may have been the customer loyalty, leadership team, and consistent march toward profitability that made Combs or Weschler comfortable buying Snowflake shares. Wood may have a lot of fast-growing companies that don't make a profit, but it's the innovation that compels her to invest, not just growth rate. In the case of Novartis, innovation came in the form of a mega-cap pharmaceutical company.</p><p><blockquote>不要满足于华尔街给公司或投资者贴上的标签。价值和增长只是口头上的。投资者可能有在公众眼中定义他们的倾向，但这种过于简单化可能会掩盖吸引他们对投资感兴趣的特征。尽管巴菲特可能没有购买Snowflake的股票，但可能是客户忠诚度、领导团队以及持续向盈利能力迈进，让库姆斯或韦施勒放心购买Snowflake股票。伍德可能有很多快速增长的公司没有盈利，但迫使她投资的是创新，而不仅仅是增长率。就诺华而言，创新是以大型制药公司的形式出现的。</blockquote></p><p>Instead of focusing on the labels Wall Street slaps on a company or following Warren Buffett or Cathie Wood into the stock, try to identify the characteristics of the business that they find compelling. Try approaching the company as if you were going to inherit it, learning how dedicated customers are, where money gets spent to attract new ones, or what advantages it has over competitors. These answers will lead to a more informed investment decision and better outcomes over time.</p><p><blockquote>不要关注华尔街给一家公司贴上的标签，也不要追随沃伦·巴菲特或凯西·伍德买入该股票，而是尝试找出他们认为引人注目的业务特征。尝试接近该公司，就像你要继承它一样，了解客户有多敬业，钱花在哪里吸引新客户，或者它相对于竞争对手有什么优势。随着时间的推移，这些答案将导致更明智的投资决策和更好的结果。</blockquote></p><p>It turns out, both Snowflake and Novartis are compelling to different types of investors for a variety of reasons. Exploring those reasons can teach us a lot more about investing than focusing solely on who owns them. The more we know about a company, the easier it is to figure out whether the nextsell-off is something to fear or a great opportunity.</p><p><blockquote>事实证明，出于各种原因，雪花和诺华都吸引了不同类型的投资者。探索这些原因可以教会我们更多关于投资的知识，而不是仅仅关注谁拥有它们。我们对一家公司了解得越多，就越容易弄清楚下一次抛售是令人恐惧的事情还是一个绝佳的机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/03/19/1-stock-warren-buffett-and-cathie-wood-have-in-com/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/03/19/1-stock-warren-buffett-and-cathie-wood-have-in-com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190757715","content_text":"It might be a surprise to find out that two investors with virtually opposite approaches -- one who invests in large, cheap, iconic companies and the other who rose to fame on the heels of her outlandishly bullish (and accurate) predictions about \"overvalued\" stocks -- would have the same company in their portfolios. Perhaps the bigger surprise is the stock you might expect them to both own that they don't. Let's take a look at the two companies in question and what these successful investors must see.The surprising stock they both ownFirst, it's doubtful that Warren Buffett actually boughtSnowflake(NYSE:SNOW), the cloud data warehouse-as-a-service company. In recent years, lieutenants Todd Combs and Ted Weschler have been making more of the investment decisions, and the $750 million in stockBerkshireHathaway(NYSE:BRK.A)(NYSE:BRK.B)purchased before theinitial public offering (IPO)certainly doesn't match the investment style of the legendary nonagenarian. In fact, Buffett hasn't bought an IPO sinceFord in 1956. The company does fit the style of Cathie Wood at ARK Invest, a global asset management company focused on disruptive innovation. That said, Snowflake is putting up numbers that would get any investor's attention.The company recently reported its full fiscal year earnings, and the growth was jaw-dropping. Fourth-quarter revenue of $178 million was up 116% year over year. Topping that, remaining performance obligations, what customers have signed on to buy, was up 213% over the same point last year. The company has 77 customers that spend more than $1 million per year. That number is up from 65 just three months earlier. Management is projecting between 92% and 96% revenue growth for the current year. Snowflake posted an operating margin of negative 92%. Losing money never sounds good, but that is closer to profitability than the negative 135% for the year ending January 2020 or the negative 192% in 2019. If the company really wanted to turn a profit it could just curb its spending on sales and marketing.It may not be a typical Buffett stock, but Snowflake definitely fits the mold of Wood's investments. The ARK founder has become synonymous with innovation, building a portfolio around futuristic themes such as genomics, space exploration, mobility-as-a-service, and the next-generation internet. It's the last theme, encompassing artificial intelligence and cloud computing, where Snowflake fits. The company's pay-as-you-consume, real-time access to data and analytical tools is a giant leap forward compared to the slow, bogged-down daily or weekly updates companies have long come to accept with managing their internal data warehouses.Another stock in ARK's portfolio touches both the data-related and genomic revolution strategy. Based on his other holdings, it's actually surprising Buffett doesn't own it too.The surprising stock they don't both ownThe Oracle of Omaha has been buying up the stocks of pharmaceutical companies in the past year. In the third quarter of 2020 he added shares ofPfizer(NYSE:PFE),AbbVie(NYSE:ABBV),Merck(NYSE:MRK), andBristolMyersSquibb(NYSE:BMY). Every member of that group gives investors between 3% and 5% in dividends annually. Other than Bristol Myers, they all hover around a $200 billion market cap as well, and Bristol Myers is nearly as large at $136 billion. Similarly,Novartis(NYSE:NVS)is a $211 billion company yielding 3.8%. Perhaps the reason Buffett hasn't bought this big pharma stock is that it is a Swiss company. It turns out, Buffett favors American brands in food, cola, and apparently drugmakers.Novartis did catch the eye of Wood, thanks to its work toward developing a leading digital and data science platform for drug discovery. Although it isn't a pure play on any of ARK's strategies, Wood considers it a deep value pick, to be held through a bull market and then sold in times of volatility to add to higher-conviction growth names that get beaten down.Portfolio juxtapositionIt may be counterintuitive for an investor who prides himself on unemotional investing to buy into one of the hottest IPOs of last year, but once Snowflake started trading, the investment doubled almost immediately. Similarly, few would think someone famous for a $4,000 price target onTeslaand presentations that literally map out the future of entire industries would own a nearly 4% dividend paying pharmaceutical company with no growth. However, there is a great lesson in these examples.Don't settle for the labels Wall Street places on companies or investors. Value and growth are just words. Investors may have tendencies that define them in the public eye, but that oversimplification may obscure the characteristics that draw their interest in an investment. Although Buffett likely didn't buy shares of Snowflake, it may have been the customer loyalty, leadership team, and consistent march toward profitability that made Combs or Weschler comfortable buying Snowflake shares. Wood may have a lot of fast-growing companies that don't make a profit, but it's the innovation that compels her to invest, not just growth rate. In the case of Novartis, innovation came in the form of a mega-cap pharmaceutical company.Instead of focusing on the labels Wall Street slaps on a company or following Warren Buffett or Cathie Wood into the stock, try to identify the characteristics of the business that they find compelling. Try approaching the company as if you were going to inherit it, learning how dedicated customers are, where money gets spent to attract new ones, or what advantages it has over competitors. These answers will lead to a more informed investment decision and better outcomes over time.It turns out, both Snowflake and Novartis are compelling to different types of investors for a variety of reasons. Exploring those reasons can teach us a lot more about investing than focusing solely on who owns them. The more we know about a company, the easier it is to figure out whether the nextsell-off is something to fear or a great opportunity.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":609329355,"gmtCreate":1638240781961,"gmtModify":1638240785167,"author":{"id":"3571831320379183","authorId":"3571831320379183","name":"ghyean","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571831320379183","idStr":"3571831320379183"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609329355","repostId":"1159857731","repostType":4,"isVote":1,"tweetType":1,"viewCount":1966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199140496,"gmtCreate":1620692642115,"gmtModify":1634197116359,"author":{"id":"3571831320379183","authorId":"3571831320379183","name":"ghyean","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571831320379183","idStr":"3571831320379183"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/199140496","repostId":"1169419141","repostType":4,"isVote":1,"tweetType":1,"viewCount":1650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199157414,"gmtCreate":1620692614138,"gmtModify":1634197117200,"author":{"id":"3571831320379183","authorId":"3571831320379183","name":"ghyean","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571831320379183","idStr":"3571831320379183"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199157414","repostId":"1169419141","repostType":4,"isVote":1,"tweetType":1,"viewCount":1844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":609320769,"gmtCreate":1638240759483,"gmtModify":1638240784996,"author":{"id":"3571831320379183","authorId":"3571831320379183","name":"ghyean","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571831320379183","idStr":"3571831320379183"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609320769","repostId":"1125349143","repostType":4,"repost":{"id":"1125349143","kind":"news","pubTimestamp":1638239757,"share":"https://www.laohu8.com/m/news/1125349143?lang=zh_CN&edition=full","pubTime":"2021-11-30 10:35","market":"us","language":"en","title":"Samsung to supply new advanced auto chip to Volkswagen<blockquote>三星将向大众汽车供应新型先进汽车芯片</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125349143","media":"Reuters","summary":"SEOUL (Reuters) - Samsung Electronics on Tuesday revealed new auto chips targeting demand for advanc","content":"<p>SEOUL (Reuters) - Samsung Electronics on Tuesday revealed new auto chips targeting demand for advanced chips in cars, including one mounted in Volkswagen's infotainment system developed by LG Electronics.</p><p><blockquote>首尔（路透社）-三星电子周二发布了针对汽车先进芯片需求的新汽车芯片，其中包括一款安装在LG电子开发的大众汽车信息娱乐系统中的芯片。</blockquote></p><p> Demand is rising for \"high-tech\" automotive chips that can handle more entertainment consumption and increased electrical components in cars, Samsung said in a statement, saying that it plans to actively respond to the growing demand.</p><p><blockquote>三星在一份声明中表示，对“高科技”汽车芯片的需求正在上升，这些芯片可以处理更多的娱乐消费和汽车中增加的电气元件，并表示计划积极应对不断增长的需求。</blockquote></p><p> The chips, developed by Samsung's logic chip design business System LSI, include a chip enabling 5G-based telecommunications for downloading high-definition video content during transit, and a power management chip for stable electricity supply.</p><p><blockquote>这些芯片由三星的逻辑芯片设计业务系统LSI开发，包括一个支持基于5G的电信的芯片，用于在传输过程中下载高清视频内容，以及一个用于稳定电力供应的电源管理芯片。</blockquote></p><p> A third chip, an infotainment processor that can control up to four displays and 12 cameras at once, has been mounted in Volkswagen's high-performance computer called In Car Application Server (ICAS) 3.1, developed by LG Electronics' vehicle components business, Samsung said.</p><p><blockquote>三星表示，第三个芯片是一种信息娱乐处理器，可以同时控制多达4个显示器和12个摄像头，已安装在大众汽车的高性能计算机中，名为In Car Application Server(ICAS)3.1，由LG电子的汽车零部件业务开发。</blockquote></p><p> Samsung and cross-town rival LG Electronics have both targeted the expansion of the global electric vehicle market and the rapid electrification of cars as opportunities to sell more Volkswagenhigh-tech chips and sophisticated components, analysts said.</p><p><blockquote>分析师表示，三星和同城竞争对手LG电子都将全球电动汽车市场的扩张和汽车的快速电气化视为销售更多大众高科技芯片和复杂零部件的机会。</blockquote></p><p></p>","source":"lsy1612507957220","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>Samsung to supply new advanced auto chip to Volkswagen<blockquote>三星将向大众汽车供应新型先进汽车芯片</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\">\nSamsung to supply new advanced auto chip to Volkswagen<blockquote>三星将向大众汽车供应新型先进汽车芯片</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-30 10:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>SEOUL (Reuters) - Samsung Electronics on Tuesday revealed new auto chips targeting demand for advanced chips in cars, including one mounted in Volkswagen's infotainment system developed by LG Electronics.</p><p><blockquote>首尔（路透社）-三星电子周二发布了针对汽车先进芯片需求的新汽车芯片，其中包括一款安装在LG电子开发的大众汽车信息娱乐系统中的芯片。</blockquote></p><p> Demand is rising for \"high-tech\" automotive chips that can handle more entertainment consumption and increased electrical components in cars, Samsung said in a statement, saying that it plans to actively respond to the growing demand.</p><p><blockquote>三星在一份声明中表示，对“高科技”汽车芯片的需求正在上升，这些芯片可以处理更多的娱乐消费和汽车中增加的电气元件，并表示计划积极应对不断增长的需求。</blockquote></p><p> The chips, developed by Samsung's logic chip design business System LSI, include a chip enabling 5G-based telecommunications for downloading high-definition video content during transit, and a power management chip for stable electricity supply.</p><p><blockquote>这些芯片由三星的逻辑芯片设计业务系统LSI开发，包括一个支持基于5G的电信的芯片，用于在传输过程中下载高清视频内容，以及一个用于稳定电力供应的电源管理芯片。</blockquote></p><p> A third chip, an infotainment processor that can control up to four displays and 12 cameras at once, has been mounted in Volkswagen's high-performance computer called In Car Application Server (ICAS) 3.1, developed by LG Electronics' vehicle components business, Samsung said.</p><p><blockquote>三星表示，第三个芯片是一种信息娱乐处理器，可以同时控制多达4个显示器和12个摄像头，已安装在大众汽车的高性能计算机中，名为In Car Application Server(ICAS)3.1，由LG电子的汽车零部件业务开发。</blockquote></p><p> Samsung and cross-town rival LG Electronics have both targeted the expansion of the global electric vehicle market and the rapid electrification of cars as opportunities to sell more Volkswagenhigh-tech chips and sophisticated components, analysts said.</p><p><blockquote>分析师表示，三星和同城竞争对手LG电子都将全球电动汽车市场的扩张和汽车的快速电气化视为销售更多大众高科技芯片和复杂零部件的机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/samsung-supply-advanced-auto-chip-021437219.html\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","VLKAY":"大众汽车"},"source_url":"https://finance.yahoo.com/news/samsung-supply-advanced-auto-chip-021437219.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125349143","content_text":"SEOUL (Reuters) - Samsung Electronics on Tuesday revealed new auto chips targeting demand for advanced chips in cars, including one mounted in Volkswagen's infotainment system developed by LG Electronics.\nDemand is rising for \"high-tech\" automotive chips that can handle more entertainment consumption and increased electrical components in cars, Samsung said in a statement, saying that it plans to actively respond to the growing demand.\nThe chips, developed by Samsung's logic chip design business System LSI, include a chip enabling 5G-based telecommunications for downloading high-definition video content during transit, and a power management chip for stable electricity supply.\nA third chip, an infotainment processor that can control up to four displays and 12 cameras at once, has been mounted in Volkswagen's high-performance computer called In Car Application Server (ICAS) 3.1, developed by LG Electronics' vehicle components business, Samsung said.\nSamsung and cross-town rival LG Electronics have both targeted the expansion of the global electric vehicle market and the rapid electrification of cars as opportunities to sell more Volkswagenhigh-tech chips and sophisticated components, analysts said.","news_type":1,"symbols_score_info":{"SSNLF":0.9,"VLKAY":0.9}},"isVote":1,"tweetType":1,"viewCount":1747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350718361,"gmtCreate":1616288978753,"gmtModify":1634526507666,"author":{"id":"3571831320379183","authorId":"3571831320379183","name":"ghyean","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571831320379183","idStr":"3571831320379183"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350718361","repostId":"1190757715","repostType":4,"repost":{"id":"1190757715","kind":"news","pubTimestamp":1616161968,"share":"https://www.laohu8.com/m/news/1190757715?lang=zh_CN&edition=full","pubTime":"2021-03-19 21:52","market":"us","language":"en","title":"1 Stock Warren Buffett and Cathie Wood Have in Common and 1 They Should<blockquote>沃伦·巴菲特和凯西·伍德共有1只股票，他们应该有1只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190757715","media":"Motley Fool","summary":"It might be a surprise to find out that two investors with virtually opposite approaches -- one who ","content":"<p>It might be a surprise to find out that two investors with virtually opposite approaches -- one who invests in large, cheap, iconic companies and the other who rose to fame on the heels of her outlandishly bullish (and accurate) predictions about \"overvalued\" stocks -- would have the same company in their portfolios. Perhaps the bigger surprise is the stock you might expect them to both own that they don't. Let's take a look at the two companies in question and what these successful investors must see.</p><p><blockquote>你可能会惊讶地发现，两个方法几乎相反的投资者——一个投资于大型、廉价、标志性的公司，另一个因她对“高估”股票的异常乐观（且准确）预测而声名鹊起——他们的投资组合中会有同一家公司。也许更大的惊喜是你可能期望他们都拥有的股票，但他们并没有。让我们来看看有问题的两家公司以及这些成功的投资者必须看到的东西。</blockquote></p><p><b>The surprising stock they both own</b></p><p><blockquote><b>他们都拥有的令人惊讶的股票</b></blockquote></p><p>First, it's doubtful that Warren Buffett actually bought<b>Snowflake</b>(NYSE:SNOW), the cloud data warehouse-as-a-service company. In recent years, lieutenants Todd Combs and Ted Weschler have been making more of the investment decisions, and the $750 million in stock<b>BerkshireHathaway</b>(NYSE:BRK.A)(NYSE:BRK.B)purchased before theinitial public offering (IPO)certainly doesn't match the investment style of the legendary nonagenarian. In fact, Buffett hasn't bought an IPO since<b>Ford</b> in 1956. The company does fit the style of Cathie Wood at ARK Invest, a global asset management company focused on disruptive innovation. That said, Snowflake is putting up numbers that would get any investor's attention.</p><p><blockquote>首先，沃伦·巴菲特是否真的购买了值得怀疑<b>雪花</b>（纽约证券交易所代码：SNOW），云数据仓库即服务公司。近年来，托德·库姆斯中尉和特德·韦施勒中尉一直在做出更多的投资决策，7.5亿美元的股票<b>伯克希尔哈撒韦</b>（纽约证券交易所股票代码：BRK.A）（纽约证券交易所股票代码：BRK.B）在首次公开募股（IPO）之前购买的当然不符合这位传奇九十多岁老人的投资风格。事实上，巴菲特此后就没有购买过IPO<b>福特</b>1956年。该公司确实符合ARK Invest的Cathie Wood的风格，ARK Invest是一家专注于颠覆性创新的全球资产管理公司。也就是说，Snowflake提供的数据会引起任何投资者的注意。</blockquote></p><p>The company recently reported its full fiscal year earnings, and the growth was jaw-dropping. Fourth-quarter revenue of $178 million was up 116% year over year. Topping that, remaining performance obligations, what customers have signed on to buy, was up 213% over the same point last year. The company has 77 customers that spend more than $1 million per year. That number is up from 65 just three months earlier. Management is projecting between 92% and 96% revenue growth for the current year. Snowflake posted an operating margin of negative 92%. Losing money never sounds good, but that is closer to profitability than the negative 135% for the year ending January 2020 or the negative 192% in 2019. If the company really wanted to turn a profit it could just curb its spending on sales and marketing.</p><p><blockquote>该公司最近公布了完整财年的收益，增长令人瞠目结舌。第四季度营收为1.78亿美元，同比增长116%。最重要的是，剩余履约义务（即客户已签署购买的商品）比去年同期增长了213%。该公司有77名每年消费超过100万美元的客户。这个数字比三个月前的65个有所上升。管理层预计今年收入增长92%至96%。Snowflake公布的营业利润率为负92%。亏损听起来从来都不是好事，但这比截至2020年1月的年度负135%或2019年的负192%更接近盈利。如果该公司真的想盈利，它可以限制销售和营销支出。</blockquote></p><p>It may not be a typical Buffett stock, but Snowflake definitely fits the mold of Wood's investments. The ARK founder has become synonymous with innovation, building a portfolio around futuristic themes such as genomics, space exploration, mobility-as-a-service, and the next-generation internet. It's the last theme, encompassing artificial intelligence and cloud computing, where Snowflake fits. The company's pay-as-you-consume, real-time access to data and analytical tools is a giant leap forward compared to the slow, bogged-down daily or weekly updates companies have long come to accept with managing their internal data warehouses.</p><p><blockquote>它可能不是典型的巴菲特股票，但雪花绝对符合伍德的投资模式。方舟创始人已成为创新的代名词，围绕基因组学、太空探索、移动即服务和下一代互联网等未来主题构建产品组合。这是最后一个主题，包括人工智能和云计算，雪花适合。与公司长期以来在管理内部数据仓库时接受的缓慢、停滞不前的每日或每周更新相比，该公司按消费付费、实时访问数据和分析工具是一个巨大的飞跃。</blockquote></p><p>Another stock in ARK's portfolio touches both the data-related and genomic revolution strategy. Based on his other holdings, it's actually surprising Buffett doesn't own it too.</p><p><blockquote>ARK投资组合中的另一只股票涉及数据相关和基因组革命战略。根据他的其他持股，巴菲特并不拥有它实际上令人惊讶。</blockquote></p><p><b>The surprising stock they don't both own</b></p><p><blockquote><b>令人惊讶的是他们并不都拥有的股票</b></blockquote></p><p>The Oracle of Omaha has been buying up the stocks of pharmaceutical companies in the past year. In the third quarter of 2020 he added shares of<b>Pfizer</b>(NYSE:PFE),<b>AbbVie</b>(NYSE:ABBV),<b>Merck</b>(NYSE:MRK), and<b>BristolMyersSquibb</b>(NYSE:BMY). Every member of that group gives investors between 3% and 5% in dividends annually. Other than Bristol Myers, they all hover around a $200 billion market cap as well, and Bristol Myers is nearly as large at $136 billion. Similarly,<b>Novartis</b>(NYSE:NVS)is a $211 billion company yielding 3.8%. Perhaps the reason Buffett hasn't bought this big pharma stock is that it is a Swiss company. It turns out, Buffett favors American brands in food, cola, and apparently drugmakers.</p><p><blockquote>这位奥马哈先知在过去的一年里一直在买入制药公司的股票。2020年第三季度，他增持了<b>辉瑞</b>（纽约证券交易所代码：PFE），<b>艾伯维</b>（纽约证券交易所代码：ABBV），<b>默克</b>（纽约证券交易所代码：MRK），以及<b>百时美施贵宝</b>（纽约证券交易所代码：BMY）。该集团的每个成员每年向投资者支付3%至5%的股息。除了百时美施贵宝之外，它们的市值也都徘徊在2000亿美元左右，百时美施贵宝的市值也几乎同样大，为1360亿美元。同样，<b>诺华</b>（纽约证券交易所股票代码：NVS）是一家市值2110亿美元的公司，收益率为3.8%。也许巴菲特没有购买这家大型制药公司股票的原因是它是一家瑞士公司。事实证明，巴菲特青睐食品、可乐领域的美国品牌，显然还有制药商。</blockquote></p><p>Novartis did catch the eye of Wood, thanks to its work toward developing a leading digital and data science platform for drug discovery. Although it isn't a pure play on any of ARK's strategies, Wood considers it a deep value pick, to be held through a bull market and then sold in times of volatility to add to higher-conviction growth names that get beaten down.</p><p><blockquote>诺华确实引起了伍德的注意，这要归功于其致力于开发领先的药物发现数字和数据科学平台。尽管这并不是ARK任何策略的纯粹体现，但伍德认为这是一个深度价值选择，可以在牛市期间持有，然后在波动时期出售，以增加受到打击的信念较高的成长型股票。</blockquote></p><p><b>Portfolio juxtaposition</b></p><p><blockquote><b>组合并置</b></blockquote></p><p>It may be counterintuitive for an investor who prides himself on unemotional investing to buy into one of the hottest IPOs of last year, but once Snowflake started trading, the investment doubled almost immediately. Similarly, few would think someone famous for a $4,000 price target on<b>Tesla</b>and presentations that literally map out the future of entire industries would own a nearly 4% dividend paying pharmaceutical company with no growth. However, there is a great lesson in these examples.</p><p><blockquote>对于一个以不带感情色彩的投资为荣的投资者来说，买入去年最热门的IPO之一可能是违反直觉的，但一旦Snowflake开始交易，投资几乎立即翻了一番。同样，很少有人会认为有人以4,000美元的目标价而闻名<b>特斯拉</b>真正描绘整个行业未来的演示文稿将拥有一家支付近4%股息但没有增长的制药公司。然而，这些例子中有一个很好的教训。</blockquote></p><p></p><p>Don't settle for the labels Wall Street places on companies or investors. Value and growth are just words. Investors may have tendencies that define them in the public eye, but that oversimplification may obscure the characteristics that draw their interest in an investment. Although Buffett likely didn't buy shares of Snowflake, it may have been the customer loyalty, leadership team, and consistent march toward profitability that made Combs or Weschler comfortable buying Snowflake shares. Wood may have a lot of fast-growing companies that don't make a profit, but it's the innovation that compels her to invest, not just growth rate. In the case of Novartis, innovation came in the form of a mega-cap pharmaceutical company.</p><p><blockquote>不要满足于华尔街给公司或投资者贴上的标签。价值和增长只是口头上的。投资者可能有在公众眼中定义他们的倾向，但这种过于简单化可能会掩盖吸引他们对投资感兴趣的特征。尽管巴菲特可能没有购买Snowflake的股票，但可能是客户忠诚度、领导团队以及持续向盈利能力迈进，让库姆斯或韦施勒放心购买Snowflake股票。伍德可能有很多快速增长的公司没有盈利，但迫使她投资的是创新，而不仅仅是增长率。就诺华而言，创新是以大型制药公司的形式出现的。</blockquote></p><p>Instead of focusing on the labels Wall Street slaps on a company or following Warren Buffett or Cathie Wood into the stock, try to identify the characteristics of the business that they find compelling. Try approaching the company as if you were going to inherit it, learning how dedicated customers are, where money gets spent to attract new ones, or what advantages it has over competitors. These answers will lead to a more informed investment decision and better outcomes over time.</p><p><blockquote>不要关注华尔街给一家公司贴上的标签，也不要追随沃伦·巴菲特或凯西·伍德买入该股票，而是尝试找出他们认为引人注目的业务特征。尝试接近该公司，就像你要继承它一样，了解客户有多敬业，钱花在哪里吸引新客户，或者它相对于竞争对手有什么优势。随着时间的推移，这些答案将导致更明智的投资决策和更好的结果。</blockquote></p><p>It turns out, both Snowflake and Novartis are compelling to different types of investors for a variety of reasons. Exploring those reasons can teach us a lot more about investing than focusing solely on who owns them. The more we know about a company, the easier it is to figure out whether the nextsell-off is something to fear or a great opportunity.</p><p><blockquote>事实证明，出于各种原因，雪花和诺华都吸引了不同类型的投资者。探索这些原因可以教会我们更多关于投资的知识，而不是仅仅关注谁拥有它们。我们对一家公司了解得越多，就越容易弄清楚下一次抛售是令人恐惧的事情还是一个绝佳的机会。</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>1 Stock Warren Buffett and Cathie Wood Have in Common and 1 They Should<blockquote>沃伦·巴菲特和凯西·伍德共有1只股票，他们应该有1只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Stock Warren Buffett and Cathie Wood Have in Common and 1 They Should<blockquote>沃伦·巴菲特和凯西·伍德共有1只股票，他们应该有1只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-03-19 21:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It might be a surprise to find out that two investors with virtually opposite approaches -- one who invests in large, cheap, iconic companies and the other who rose to fame on the heels of her outlandishly bullish (and accurate) predictions about \"overvalued\" stocks -- would have the same company in their portfolios. Perhaps the bigger surprise is the stock you might expect them to both own that they don't. Let's take a look at the two companies in question and what these successful investors must see.</p><p><blockquote>你可能会惊讶地发现，两个方法几乎相反的投资者——一个投资于大型、廉价、标志性的公司，另一个因她对“高估”股票的异常乐观（且准确）预测而声名鹊起——他们的投资组合中会有同一家公司。也许更大的惊喜是你可能期望他们都拥有的股票，但他们并没有。让我们来看看有问题的两家公司以及这些成功的投资者必须看到的东西。</blockquote></p><p><b>The surprising stock they both own</b></p><p><blockquote><b>他们都拥有的令人惊讶的股票</b></blockquote></p><p>First, it's doubtful that Warren Buffett actually bought<b>Snowflake</b>(NYSE:SNOW), the cloud data warehouse-as-a-service company. In recent years, lieutenants Todd Combs and Ted Weschler have been making more of the investment decisions, and the $750 million in stock<b>BerkshireHathaway</b>(NYSE:BRK.A)(NYSE:BRK.B)purchased before theinitial public offering (IPO)certainly doesn't match the investment style of the legendary nonagenarian. In fact, Buffett hasn't bought an IPO since<b>Ford</b> in 1956. The company does fit the style of Cathie Wood at ARK Invest, a global asset management company focused on disruptive innovation. That said, Snowflake is putting up numbers that would get any investor's attention.</p><p><blockquote>首先，沃伦·巴菲特是否真的购买了值得怀疑<b>雪花</b>（纽约证券交易所代码：SNOW），云数据仓库即服务公司。近年来，托德·库姆斯中尉和特德·韦施勒中尉一直在做出更多的投资决策，7.5亿美元的股票<b>伯克希尔哈撒韦</b>（纽约证券交易所股票代码：BRK.A）（纽约证券交易所股票代码：BRK.B）在首次公开募股（IPO）之前购买的当然不符合这位传奇九十多岁老人的投资风格。事实上，巴菲特此后就没有购买过IPO<b>福特</b>1956年。该公司确实符合ARK Invest的Cathie Wood的风格，ARK Invest是一家专注于颠覆性创新的全球资产管理公司。也就是说，Snowflake提供的数据会引起任何投资者的注意。</blockquote></p><p>The company recently reported its full fiscal year earnings, and the growth was jaw-dropping. Fourth-quarter revenue of $178 million was up 116% year over year. Topping that, remaining performance obligations, what customers have signed on to buy, was up 213% over the same point last year. The company has 77 customers that spend more than $1 million per year. That number is up from 65 just three months earlier. Management is projecting between 92% and 96% revenue growth for the current year. Snowflake posted an operating margin of negative 92%. Losing money never sounds good, but that is closer to profitability than the negative 135% for the year ending January 2020 or the negative 192% in 2019. If the company really wanted to turn a profit it could just curb its spending on sales and marketing.</p><p><blockquote>该公司最近公布了完整财年的收益，增长令人瞠目结舌。第四季度营收为1.78亿美元，同比增长116%。最重要的是，剩余履约义务（即客户已签署购买的商品）比去年同期增长了213%。该公司有77名每年消费超过100万美元的客户。这个数字比三个月前的65个有所上升。管理层预计今年收入增长92%至96%。Snowflake公布的营业利润率为负92%。亏损听起来从来都不是好事，但这比截至2020年1月的年度负135%或2019年的负192%更接近盈利。如果该公司真的想盈利，它可以限制销售和营销支出。</blockquote></p><p>It may not be a typical Buffett stock, but Snowflake definitely fits the mold of Wood's investments. The ARK founder has become synonymous with innovation, building a portfolio around futuristic themes such as genomics, space exploration, mobility-as-a-service, and the next-generation internet. It's the last theme, encompassing artificial intelligence and cloud computing, where Snowflake fits. The company's pay-as-you-consume, real-time access to data and analytical tools is a giant leap forward compared to the slow, bogged-down daily or weekly updates companies have long come to accept with managing their internal data warehouses.</p><p><blockquote>它可能不是典型的巴菲特股票，但雪花绝对符合伍德的投资模式。方舟创始人已成为创新的代名词，围绕基因组学、太空探索、移动即服务和下一代互联网等未来主题构建产品组合。这是最后一个主题，包括人工智能和云计算，雪花适合。与公司长期以来在管理内部数据仓库时接受的缓慢、停滞不前的每日或每周更新相比，该公司按消费付费、实时访问数据和分析工具是一个巨大的飞跃。</blockquote></p><p>Another stock in ARK's portfolio touches both the data-related and genomic revolution strategy. Based on his other holdings, it's actually surprising Buffett doesn't own it too.</p><p><blockquote>ARK投资组合中的另一只股票涉及数据相关和基因组革命战略。根据他的其他持股，巴菲特并不拥有它实际上令人惊讶。</blockquote></p><p><b>The surprising stock they don't both own</b></p><p><blockquote><b>令人惊讶的是他们并不都拥有的股票</b></blockquote></p><p>The Oracle of Omaha has been buying up the stocks of pharmaceutical companies in the past year. In the third quarter of 2020 he added shares of<b>Pfizer</b>(NYSE:PFE),<b>AbbVie</b>(NYSE:ABBV),<b>Merck</b>(NYSE:MRK), and<b>BristolMyersSquibb</b>(NYSE:BMY). Every member of that group gives investors between 3% and 5% in dividends annually. Other than Bristol Myers, they all hover around a $200 billion market cap as well, and Bristol Myers is nearly as large at $136 billion. Similarly,<b>Novartis</b>(NYSE:NVS)is a $211 billion company yielding 3.8%. Perhaps the reason Buffett hasn't bought this big pharma stock is that it is a Swiss company. It turns out, Buffett favors American brands in food, cola, and apparently drugmakers.</p><p><blockquote>这位奥马哈先知在过去的一年里一直在买入制药公司的股票。2020年第三季度，他增持了<b>辉瑞</b>（纽约证券交易所代码：PFE），<b>艾伯维</b>（纽约证券交易所代码：ABBV），<b>默克</b>（纽约证券交易所代码：MRK），以及<b>百时美施贵宝</b>（纽约证券交易所代码：BMY）。该集团的每个成员每年向投资者支付3%至5%的股息。除了百时美施贵宝之外，它们的市值也都徘徊在2000亿美元左右，百时美施贵宝的市值也几乎同样大，为1360亿美元。同样，<b>诺华</b>（纽约证券交易所股票代码：NVS）是一家市值2110亿美元的公司，收益率为3.8%。也许巴菲特没有购买这家大型制药公司股票的原因是它是一家瑞士公司。事实证明，巴菲特青睐食品、可乐领域的美国品牌，显然还有制药商。</blockquote></p><p>Novartis did catch the eye of Wood, thanks to its work toward developing a leading digital and data science platform for drug discovery. Although it isn't a pure play on any of ARK's strategies, Wood considers it a deep value pick, to be held through a bull market and then sold in times of volatility to add to higher-conviction growth names that get beaten down.</p><p><blockquote>诺华确实引起了伍德的注意，这要归功于其致力于开发领先的药物发现数字和数据科学平台。尽管这并不是ARK任何策略的纯粹体现，但伍德认为这是一个深度价值选择，可以在牛市期间持有，然后在波动时期出售，以增加受到打击的信念较高的成长型股票。</blockquote></p><p><b>Portfolio juxtaposition</b></p><p><blockquote><b>组合并置</b></blockquote></p><p>It may be counterintuitive for an investor who prides himself on unemotional investing to buy into one of the hottest IPOs of last year, but once Snowflake started trading, the investment doubled almost immediately. Similarly, few would think someone famous for a $4,000 price target on<b>Tesla</b>and presentations that literally map out the future of entire industries would own a nearly 4% dividend paying pharmaceutical company with no growth. However, there is a great lesson in these examples.</p><p><blockquote>对于一个以不带感情色彩的投资为荣的投资者来说，买入去年最热门的IPO之一可能是违反直觉的，但一旦Snowflake开始交易，投资几乎立即翻了一番。同样，很少有人会认为有人以4,000美元的目标价而闻名<b>特斯拉</b>真正描绘整个行业未来的演示文稿将拥有一家支付近4%股息但没有增长的制药公司。然而，这些例子中有一个很好的教训。</blockquote></p><p></p><p>Don't settle for the labels Wall Street places on companies or investors. Value and growth are just words. Investors may have tendencies that define them in the public eye, but that oversimplification may obscure the characteristics that draw their interest in an investment. Although Buffett likely didn't buy shares of Snowflake, it may have been the customer loyalty, leadership team, and consistent march toward profitability that made Combs or Weschler comfortable buying Snowflake shares. Wood may have a lot of fast-growing companies that don't make a profit, but it's the innovation that compels her to invest, not just growth rate. In the case of Novartis, innovation came in the form of a mega-cap pharmaceutical company.</p><p><blockquote>不要满足于华尔街给公司或投资者贴上的标签。价值和增长只是口头上的。投资者可能有在公众眼中定义他们的倾向，但这种过于简单化可能会掩盖吸引他们对投资感兴趣的特征。尽管巴菲特可能没有购买Snowflake的股票，但可能是客户忠诚度、领导团队以及持续向盈利能力迈进，让库姆斯或韦施勒放心购买Snowflake股票。伍德可能有很多快速增长的公司没有盈利，但迫使她投资的是创新，而不仅仅是增长率。就诺华而言，创新是以大型制药公司的形式出现的。</blockquote></p><p>Instead of focusing on the labels Wall Street slaps on a company or following Warren Buffett or Cathie Wood into the stock, try to identify the characteristics of the business that they find compelling. Try approaching the company as if you were going to inherit it, learning how dedicated customers are, where money gets spent to attract new ones, or what advantages it has over competitors. These answers will lead to a more informed investment decision and better outcomes over time.</p><p><blockquote>不要关注华尔街给一家公司贴上的标签，也不要追随沃伦·巴菲特或凯西·伍德买入该股票，而是尝试找出他们认为引人注目的业务特征。尝试接近该公司，就像你要继承它一样，了解客户有多敬业，钱花在哪里吸引新客户，或者它相对于竞争对手有什么优势。随着时间的推移，这些答案将导致更明智的投资决策和更好的结果。</blockquote></p><p>It turns out, both Snowflake and Novartis are compelling to different types of investors for a variety of reasons. Exploring those reasons can teach us a lot more about investing than focusing solely on who owns them. The more we know about a company, the easier it is to figure out whether the nextsell-off is something to fear or a great opportunity.</p><p><blockquote>事实证明，出于各种原因，雪花和诺华都吸引了不同类型的投资者。探索这些原因可以教会我们更多关于投资的知识，而不是仅仅关注谁拥有它们。我们对一家公司了解得越多，就越容易弄清楚下一次抛售是令人恐惧的事情还是一个绝佳的机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/03/19/1-stock-warren-buffett-and-cathie-wood-have-in-com/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/03/19/1-stock-warren-buffett-and-cathie-wood-have-in-com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190757715","content_text":"It might be a surprise to find out that two investors with virtually opposite approaches -- one who invests in large, cheap, iconic companies and the other who rose to fame on the heels of her outlandishly bullish (and accurate) predictions about \"overvalued\" stocks -- would have the same company in their portfolios. Perhaps the bigger surprise is the stock you might expect them to both own that they don't. Let's take a look at the two companies in question and what these successful investors must see.The surprising stock they both ownFirst, it's doubtful that Warren Buffett actually boughtSnowflake(NYSE:SNOW), the cloud data warehouse-as-a-service company. In recent years, lieutenants Todd Combs and Ted Weschler have been making more of the investment decisions, and the $750 million in stockBerkshireHathaway(NYSE:BRK.A)(NYSE:BRK.B)purchased before theinitial public offering (IPO)certainly doesn't match the investment style of the legendary nonagenarian. In fact, Buffett hasn't bought an IPO sinceFord in 1956. The company does fit the style of Cathie Wood at ARK Invest, a global asset management company focused on disruptive innovation. That said, Snowflake is putting up numbers that would get any investor's attention.The company recently reported its full fiscal year earnings, and the growth was jaw-dropping. Fourth-quarter revenue of $178 million was up 116% year over year. Topping that, remaining performance obligations, what customers have signed on to buy, was up 213% over the same point last year. The company has 77 customers that spend more than $1 million per year. That number is up from 65 just three months earlier. Management is projecting between 92% and 96% revenue growth for the current year. Snowflake posted an operating margin of negative 92%. Losing money never sounds good, but that is closer to profitability than the negative 135% for the year ending January 2020 or the negative 192% in 2019. If the company really wanted to turn a profit it could just curb its spending on sales and marketing.It may not be a typical Buffett stock, but Snowflake definitely fits the mold of Wood's investments. The ARK founder has become synonymous with innovation, building a portfolio around futuristic themes such as genomics, space exploration, mobility-as-a-service, and the next-generation internet. It's the last theme, encompassing artificial intelligence and cloud computing, where Snowflake fits. The company's pay-as-you-consume, real-time access to data and analytical tools is a giant leap forward compared to the slow, bogged-down daily or weekly updates companies have long come to accept with managing their internal data warehouses.Another stock in ARK's portfolio touches both the data-related and genomic revolution strategy. Based on his other holdings, it's actually surprising Buffett doesn't own it too.The surprising stock they don't both ownThe Oracle of Omaha has been buying up the stocks of pharmaceutical companies in the past year. In the third quarter of 2020 he added shares ofPfizer(NYSE:PFE),AbbVie(NYSE:ABBV),Merck(NYSE:MRK), andBristolMyersSquibb(NYSE:BMY). Every member of that group gives investors between 3% and 5% in dividends annually. Other than Bristol Myers, they all hover around a $200 billion market cap as well, and Bristol Myers is nearly as large at $136 billion. Similarly,Novartis(NYSE:NVS)is a $211 billion company yielding 3.8%. Perhaps the reason Buffett hasn't bought this big pharma stock is that it is a Swiss company. It turns out, Buffett favors American brands in food, cola, and apparently drugmakers.Novartis did catch the eye of Wood, thanks to its work toward developing a leading digital and data science platform for drug discovery. Although it isn't a pure play on any of ARK's strategies, Wood considers it a deep value pick, to be held through a bull market and then sold in times of volatility to add to higher-conviction growth names that get beaten down.Portfolio juxtapositionIt may be counterintuitive for an investor who prides himself on unemotional investing to buy into one of the hottest IPOs of last year, but once Snowflake started trading, the investment doubled almost immediately. Similarly, few would think someone famous for a $4,000 price target onTeslaand presentations that literally map out the future of entire industries would own a nearly 4% dividend paying pharmaceutical company with no growth. However, there is a great lesson in these examples.Don't settle for the labels Wall Street places on companies or investors. Value and growth are just words. Investors may have tendencies that define them in the public eye, but that oversimplification may obscure the characteristics that draw their interest in an investment. Although Buffett likely didn't buy shares of Snowflake, it may have been the customer loyalty, leadership team, and consistent march toward profitability that made Combs or Weschler comfortable buying Snowflake shares. Wood may have a lot of fast-growing companies that don't make a profit, but it's the innovation that compels her to invest, not just growth rate. In the case of Novartis, innovation came in the form of a mega-cap pharmaceutical company.Instead of focusing on the labels Wall Street slaps on a company or following Warren Buffett or Cathie Wood into the stock, try to identify the characteristics of the business that they find compelling. Try approaching the company as if you were going to inherit it, learning how dedicated customers are, where money gets spent to attract new ones, or what advantages it has over competitors. These answers will lead to a more informed investment decision and better outcomes over time.It turns out, both Snowflake and Novartis are compelling to different types of investors for a variety of reasons. Exploring those reasons can teach us a lot more about investing than focusing solely on who owns them. The more we know about a company, the easier it is to figure out whether the nextsell-off is something to fear or a great opportunity.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
