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RGuy

RGuy

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0勋章

2021-11-03

Go go go

抱歉，原内容已删除

2021-06-06

Nice

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2021-07-02

Sure buy

3 Expensive Tech Stocks to Buy in the Next Market Crash<blockquote>下一次市场崩盘时值得买入的3只昂贵科技股</blockquote>

2021-10-29

Great

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2021-06-23

$Alibaba(BABA)$still holding and DCA-ing

2021-06-12

$Taiwan Semiconductor Manufacturing(TSM)$semiconductor play for the next 2 yrs

2021-09-19

Go go go

EV stocks rose in premarket trading<blockquote>电动汽车股盘前交易上涨</blockquote>

2021-06-29

Nice

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2021-06-22

Hmmm. Interesting

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2021-06-15

Gg rd

Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets<blockquote>四女巫困境：周五2万亿美元伽马到期将如何影响市场</blockquote>

2021-05-26

$ACTC 20210618 17.5 PUT(ACTC)$pocket change

2021-09-14

$Alibaba(BABA)$go go go

2021-08-29

Like

This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</blockquote>

2021-06-17

$Alibaba(BABA)$keep holding ....

2021-06-17

Looks gd

Wish Stock: Patient Investors Could Soon See $20 Again<blockquote>Wish股票：耐心的投资者很快就会再次看到20美元</blockquote>

2021-06-07

Wow

1 Catalyst That Could Send AMC Stock Soaring<blockquote>1个可能导致AMC股票飙升的催化剂</blockquote>

2021-09-19

$Alibaba(BABA)$hitting support level now, hope it can bounce !

2021-06-17

Cool

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2021-06-17

Gd

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2021-06-12

Hope its true

抱歉，原内容已删除

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In interested in them too.","listText":"Good. In interested in them too.","text":"Good. In interested in them too.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854805188","repostId":"1159038336","repostType":2,"repost":{"id":"1159038336","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":1634217384,"share":"https://www.laohu8.com/m/news/1159038336?lang=zh_CN&edition=full","pubTime":"2021-10-14 21:16","market":"us","language":"en","title":"GameStop Becomes Top WallStreetBets Interest Again — Tesla, Plug Power And These Stocks Are Also Seeing High Buzz<blockquote>游戏驿站再次成为WallStreetBets最感兴趣的股票——特斯拉、普拉格能源和这些股票也备受关注</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159038336","media":"Benzinga","summary":"GameStop Corp. has emerged as the most-discussed stock onReddit’s r/WallStreetBets forum as of Wedne","content":"<p><b>GameStop Corp.</b>&nbsp;has emerged as the most-discussed stock onReddit’s&nbsp;<b>r/WallStreetBets</b>&nbsp;forum as of Wednesday night, while&nbsp;<b>SoFi Technologies Inc.</b>,<b>BlackBerry Limited</b>,<b>Tesla Inc.</b>&nbsp;and&nbsp;<b>SmileDirectClub Inc.</b>&nbsp;are also seeing high interest.</p><p><blockquote><b>游戏驿站公司。</b>已成为Reddit上讨论最多的股票<b>r/WallStreetBets</b>论坛截至周三晚上，而<b>索菲技术公司。</b>,<b>黑莓有限公司</b>,<b>特斯拉公司。</b>和<b>微笑直接俱乐部公司。</b>也引起了很高的兴趣。</blockquote></p><p> <b>What Happened</b>: Exchange-traded fund&nbsp;<b>SPDR S&amp;P 500 ETF Trust</b>&nbsp;is seeing the highest interest on the forum with 499 mentions as at press time, followed by videogame retailer GameStop with 155 mentions, data from Quiver Quantitative showed.</p><p><blockquote><b>发生了什么</b>：交易所交易基金<b>SPDR标普500 ETF信托</b>Quiver Quantitative的数据显示，截至发稿时，该论坛的兴趣最高，有499次提及，其次是视频游戏零售商游戏驿站，有155次提及。</blockquote></p><p> Online personal finance company SoFi Technologies and Canadian cybersecurity company BlackBerry are in the third and fourth positions, having attracted 136 and 129 mentions, respectively.</p><p><blockquote>在线个人金融公司SoFi Technologies和加拿大网络安全公司黑莓排名第三和第四，分别吸引了136次和129次提及。</blockquote></p><p> Apart from electric vehicle maker Tesla and orthodontics company SmileDirectClub, the other stocks that are trending on the forum include&nbsp;<b>Apple Inc</b>., hydrogen technology company&nbsp;<b>Plug Power Inc.</b>&nbsp;and website security company&nbsp;<b>Cloudflare Inc.</b>.</p><p><blockquote>除了电动汽车制造商特斯拉和正畸公司SmileDirectClub之外，论坛上的其他热门股票包括<b>苹果公司</b>.、氢能科技公司<b>普拉格能源公司。</b>和网站安全公司<b>云耀斑公司。</b>.</blockquote></p><p> In addition to these stocks, investors also focused on the Consumer Price Index (CPI) data for September. Data released by Labor Department on Wednesday showed that the September consumer price index rose 0.4% from the prior month and also increased 5.4% year-over-year.</p><p><blockquote>除了这些股票，投资者还关注了9月份的消费者价格指数（CPI）数据。美国劳工部周三公布的数据显示，9月份消费者价格指数环比上涨0.4%，同比上涨5.4%。</blockquote></p><p> <b>Why It Matters</b>: GameStop’s shares closed higher for the second straight day on Wednesday. The stock is seeing high interest from retail investors amid the release of several gaming-related items at its stores.</p><p><blockquote><b>为什么它很重要</b>：游戏驿站股价周三连续第二天收高。随着其商店发布了几种与游戏相关的商品，散户投资者对该股产生了浓厚的兴趣。</blockquote></p><p> BlackBerry has emerged among the most-discussed stocks on the forum after the company announced a partnership with&nbsp;<b>Alphabet Inc.’s</b>&nbsp;Google and&nbsp;<b>Qualcomm Inc.</b>&nbsp;to help automakers develop next-generation automotive cockpits.</p><p><blockquote>在宣布与黑莓合作后，该公司已成为论坛上讨论最多的股票之一<b>Alphabet公司的</b>谷歌和<b>高通公司。</b>帮助汽车制造商开发下一代汽车驾驶舱。</blockquote></p><p> Plug Power’s shares gained almost 12.8% in Wednesday’s regular trading session after the companyannounceda strategic partnership with Airbus to explore the feasibility of bringing green hydrogen for use in air transportation.</p><p><blockquote>普拉格能源宣布与空中客车公司建立战略合作伙伴关系，探索将绿色氢用于航空运输的可行性，该公司股价在周三的常规交易时段上涨近12.8%。</blockquote></p><p> In addition,<b>Morgan Stanley</b>&nbsp;analyst&nbsp;<b>Stephen Byrd</b>&nbsp;upgraded Plug Power from an Equal-Weight rating to an Overweight rating and announced a $40 price target.</p><p><blockquote>此外，<b>摩根士丹利</b>分析员<b>斯蒂芬·伯德</b>将普拉格能源从等权重评级上调至跑赢大盘评级，并宣布目标价40美元。</blockquote></p><p> <b>Price Action</b>: SPDR S&amp;P 500 ETF Trust’s shares closed almost 0.4% higher in Wednesday’s regular trading session at $435.18 and further rose almost 0.2% in the after-hours session to $435.86.</p><p><blockquote><b>价格行为</b>：SPDR标普500 ETF Trust股价在周三常规交易时段收盘上涨近0.4%，至435.18美元，盘后交易时段进一步上涨近0.2%，至435.86美元。</blockquote></p><p> GameStop shares closed almost 4.7% higher in the regular trading session at $184.06 and further rose almost 0.4% in the after-hours session to $184.70.</p><p><blockquote>游戏驿站股价在常规交易时段收盘上涨近4.7%，至184.06美元，盘后交易时段进一步上涨近0.4%，至184.70美元。</blockquote></p><p> SoFi Technologies shares closed almost 0.3% lower in the regular trading session at $18.92, but rose 1.7% in the after-hours session to $19.25.</p><p><blockquote>SoFi Technologies股价在常规交易时段收盘下跌近0.3%，至18.92美元，但在盘后交易时段上涨1.7%，至19.25美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nGameStop Becomes Top WallStreetBets Interest Again — Tesla, Plug Power And These Stocks Are Also Seeing High Buzz<blockquote>游戏驿站再次成为WallStreetBets最感兴趣的股票——特斯拉、普拉格能源和这些股票也备受关注</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\">2021-10-14 21:16</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>GameStop Corp.</b>&nbsp;has emerged as the most-discussed stock onReddit’s&nbsp;<b>r/WallStreetBets</b>&nbsp;forum as of Wednesday night, while&nbsp;<b>SoFi Technologies Inc.</b>,<b>BlackBerry Limited</b>,<b>Tesla Inc.</b>&nbsp;and&nbsp;<b>SmileDirectClub Inc.</b>&nbsp;are also seeing high interest.</p><p><blockquote><b>游戏驿站公司。</b>已成为Reddit上讨论最多的股票<b>r/WallStreetBets</b>论坛截至周三晚上，而<b>索菲技术公司。</b>,<b>黑莓有限公司</b>,<b>特斯拉公司。</b>和<b>微笑直接俱乐部公司。</b>也引起了很高的兴趣。</blockquote></p><p> <b>What Happened</b>: Exchange-traded fund&nbsp;<b>SPDR S&amp;P 500 ETF Trust</b>&nbsp;is seeing the highest interest on the forum with 499 mentions as at press time, followed by videogame retailer GameStop with 155 mentions, data from Quiver Quantitative showed.</p><p><blockquote><b>发生了什么</b>：交易所交易基金<b>SPDR标普500 ETF信托</b>Quiver Quantitative的数据显示，截至发稿时，该论坛的兴趣最高，有499次提及，其次是视频游戏零售商游戏驿站，有155次提及。</blockquote></p><p> Online personal finance company SoFi Technologies and Canadian cybersecurity company BlackBerry are in the third and fourth positions, having attracted 136 and 129 mentions, respectively.</p><p><blockquote>在线个人金融公司SoFi Technologies和加拿大网络安全公司黑莓排名第三和第四，分别吸引了136次和129次提及。</blockquote></p><p> Apart from electric vehicle maker Tesla and orthodontics company SmileDirectClub, the other stocks that are trending on the forum include&nbsp;<b>Apple Inc</b>., hydrogen technology company&nbsp;<b>Plug Power Inc.</b>&nbsp;and website security company&nbsp;<b>Cloudflare Inc.</b>.</p><p><blockquote>除了电动汽车制造商特斯拉和正畸公司SmileDirectClub之外，论坛上的其他热门股票包括<b>苹果公司</b>.、氢能科技公司<b>普拉格能源公司。</b>和网站安全公司<b>云耀斑公司。</b>.</blockquote></p><p> In addition to these stocks, investors also focused on the Consumer Price Index (CPI) data for September. Data released by Labor Department on Wednesday showed that the September consumer price index rose 0.4% from the prior month and also increased 5.4% year-over-year.</p><p><blockquote>除了这些股票，投资者还关注了9月份的消费者价格指数（CPI）数据。美国劳工部周三公布的数据显示，9月份消费者价格指数环比上涨0.4%，同比上涨5.4%。</blockquote></p><p> <b>Why It Matters</b>: GameStop’s shares closed higher for the second straight day on Wednesday. The stock is seeing high interest from retail investors amid the release of several gaming-related items at its stores.</p><p><blockquote><b>为什么它很重要</b>：游戏驿站股价周三连续第二天收高。随着其商店发布了几种与游戏相关的商品，散户投资者对该股产生了浓厚的兴趣。</blockquote></p><p> BlackBerry has emerged among the most-discussed stocks on the forum after the company announced a partnership with&nbsp;<b>Alphabet Inc.’s</b>&nbsp;Google and&nbsp;<b>Qualcomm Inc.</b>&nbsp;to help automakers develop next-generation automotive cockpits.</p><p><blockquote>在宣布与黑莓合作后，该公司已成为论坛上讨论最多的股票之一<b>Alphabet公司的</b>谷歌和<b>高通公司。</b>帮助汽车制造商开发下一代汽车驾驶舱。</blockquote></p><p> Plug Power’s shares gained almost 12.8% in Wednesday’s regular trading session after the companyannounceda strategic partnership with Airbus to explore the feasibility of bringing green hydrogen for use in air transportation.</p><p><blockquote>普拉格能源宣布与空中客车公司建立战略合作伙伴关系，探索将绿色氢用于航空运输的可行性，该公司股价在周三的常规交易时段上涨近12.8%。</blockquote></p><p> In addition,<b>Morgan Stanley</b>&nbsp;analyst&nbsp;<b>Stephen Byrd</b>&nbsp;upgraded Plug Power from an Equal-Weight rating to an Overweight rating and announced a $40 price target.</p><p><blockquote>此外，<b>摩根士丹利</b>分析员<b>斯蒂芬·伯德</b>将普拉格能源从等权重评级上调至跑赢大盘评级，并宣布目标价40美元。</blockquote></p><p> <b>Price Action</b>: SPDR S&amp;P 500 ETF Trust’s shares closed almost 0.4% higher in Wednesday’s regular trading session at $435.18 and further rose almost 0.2% in the after-hours session to $435.86.</p><p><blockquote><b>价格行为</b>：SPDR标普500 ETF Trust股价在周三常规交易时段收盘上涨近0.4%，至435.18美元，盘后交易时段进一步上涨近0.2%，至435.86美元。</blockquote></p><p> GameStop shares closed almost 4.7% higher in the regular trading session at $184.06 and further rose almost 0.4% in the after-hours session to $184.70.</p><p><blockquote>游戏驿站股价在常规交易时段收盘上涨近4.7%，至184.06美元，盘后交易时段进一步上涨近0.4%，至184.70美元。</blockquote></p><p> SoFi Technologies shares closed almost 0.3% lower in the regular trading session at $18.92, but rose 1.7% in the after-hours session to $19.25.</p><p><blockquote>SoFi Technologies股价在常规交易时段收盘下跌近0.3%，至18.92美元，但在盘后交易时段上涨1.7%，至19.25美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc.","SPY":"标普500ETF","AAPL":"苹果","PLUG":"普拉格能源","BB":"黑莓","SDC":"SmileDirectClub, Inc.","TSLA":"特斯拉","GME":"游戏驿站","SOFI":"SoFi Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159038336","content_text":"GameStop Corp. has emerged as the most-discussed stock onReddit’s r/WallStreetBets forum as of Wednesday night, while SoFi Technologies Inc.,BlackBerry Limited,Tesla Inc. and SmileDirectClub Inc. are also seeing high interest.\nWhat Happened: Exchange-traded fund SPDR S&P 500 ETF Trust is seeing the highest interest on the forum with 499 mentions as at press time, followed by videogame retailer GameStop with 155 mentions, data from Quiver Quantitative showed.\nOnline personal finance company SoFi Technologies and Canadian cybersecurity company BlackBerry are in the third and fourth positions, having attracted 136 and 129 mentions, respectively.\nApart from electric vehicle maker Tesla and orthodontics company SmileDirectClub, the other stocks that are trending on the forum include Apple Inc., hydrogen technology company Plug Power Inc. and website security company Cloudflare Inc..\nIn addition to these stocks, investors also focused on the Consumer Price Index (CPI) data for September. Data released by Labor Department on Wednesday showed that the September consumer price index rose 0.4% from the prior month and also increased 5.4% year-over-year.\nWhy It Matters: GameStop’s shares closed higher for the second straight day on Wednesday. The stock is seeing high interest from retail investors amid the release of several gaming-related items at its stores.\nBlackBerry has emerged among the most-discussed stocks on the forum after the company announced a partnership with Alphabet Inc.’s Google and Qualcomm Inc. to help automakers develop next-generation automotive cockpits.\nPlug Power’s shares gained almost 12.8% in Wednesday’s regular trading session after the companyannounceda strategic partnership with Airbus to explore the feasibility of bringing green hydrogen for use in air transportation.\nIn addition,Morgan Stanley analyst Stephen Byrd upgraded Plug Power from an Equal-Weight rating to an Overweight rating and announced a $40 price target.\nPrice Action: SPDR S&P 500 ETF Trust’s shares closed almost 0.4% higher in Wednesday’s regular trading session at $435.18 and further rose almost 0.2% in the after-hours session to $435.86.\nGameStop shares closed almost 4.7% higher in the regular trading session at $184.06 and further rose almost 0.4% in the after-hours session to $184.70.\nSoFi Technologies shares closed almost 0.3% lower in the regular trading session at $18.92, but rose 1.7% in the after-hours session to $19.25.","news_type":1,"symbols_score_info":{"PLUG":0.9,"BB":0.9,"TSLA":0.9,"GME":0.9,"AAPL":0.9,"SPY":0.9,"NET":0.9,"SOFI":0.9,"SDC":0.9}},"isVote":1,"tweetType":1,"viewCount":2050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869374798,"gmtCreate":1632264526214,"gmtModify":1632801734697,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"Hopefully a good run before end this year","listText":"Hopefully a good run before end this year","text":"Hopefully a good run before end this year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869374798","repostId":"2167591230","repostType":2,"isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887260213,"gmtCreate":1632047008932,"gmtModify":1632803140628,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>hitting support level now, hope it can bounce !","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>hitting support level now, hope it can bounce !","text":"$Alibaba(BABA)$hitting support level now, hope it can bounce !","images":[{"img":"https://static.tigerbbs.com/48b6808e2175634d95590a9b56cbb997","width":"1080","height":"3355"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887260213","isVote":1,"tweetType":1,"viewCount":2462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":887285835,"gmtCreate":1632046202827,"gmtModify":1632803143261,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887285835","repostId":"1131470509","repostType":2,"repost":{"id":"1131470509","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":1631866862,"share":"https://www.laohu8.com/m/news/1131470509?lang=zh_CN&edition=full","pubTime":"2021-09-17 16:21","market":"us","language":"en","title":"EV stocks rose in premarket trading<blockquote>电动汽车股盘前交易上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131470509","media":"Tiger Newspress","summary":"EV stocks rose in premarket trading.Nio,Xpeng Motors,Li Auto,Lucid and Nikola shares climbed between","content":"<p>EV stocks rose in premarket trading.Nio,Xpeng Motors,Li Auto,Lucid&nbsp;and&nbsp;Nikola&nbsp;shares&nbsp;climbed between 1% and 6%.&nbsp;While&nbsp;Tesla&nbsp;stock&nbsp;fell&nbsp;slightly&nbsp;0.2%.</p><p><blockquote>电动汽车股在盘前交易中上涨。蔚来汽车、小鹏汽车、理想汽车、Lucid和Nikola股价上涨1%至6%。而特斯拉股价小幅下跌0.2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/05ac80f29f71e10a6a0bdb3b506e04a9\" tg-width=\"405\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks rose in premarket trading<blockquote>电动汽车股盘前交易上涨</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; 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks rose in premarket trading<blockquote>电动汽车股盘前交易上涨</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\">2021-09-17 16:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks rose in premarket trading.Nio,Xpeng Motors,Li Auto,Lucid&nbsp;and&nbsp;Nikola&nbsp;shares&nbsp;climbed between 1% and 6%.&nbsp;While&nbsp;Tesla&nbsp;stock&nbsp;fell&nbsp;slightly&nbsp;0.2%.</p><p><blockquote>电动汽车股在盘前交易中上涨。蔚来汽车、小鹏汽车、理想汽车、Lucid和Nikola股价上涨1%至6%。而特斯拉股价小幅下跌0.2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/05ac80f29f71e10a6a0bdb3b506e04a9\" tg-width=\"405\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","TSLA":"特斯拉","LCID":"Lucid Group Inc","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131470509","content_text":"EV stocks rose in premarket trading.Nio,Xpeng Motors,Li Auto,Lucid and Nikola shares climbed between 1% and 6%. While Tesla stock fell slightly 0.2%.","news_type":1,"symbols_score_info":{"LI":0.9,"NKLA":0.9,"NIO":0.9,"TSLA":0.9,"XPEV":0.9,"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":1691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886773395,"gmtCreate":1631628411217,"gmtModify":1631883588363,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>go go go","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>go go go","text":"$Alibaba(BABA)$go go go","images":[{"img":"https://static.tigerbbs.com/e38872d55f0d533700b8bc77972de007","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886773395","isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":814735199,"gmtCreate":1630884770111,"gmtModify":1631889871640,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"It's cheaper now to enter","listText":"It's cheaper now to enter","text":"It's cheaper now to enter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814735199","repostId":"2163859252","repostType":2,"isVote":1,"tweetType":1,"viewCount":2768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812598773,"gmtCreate":1630593347492,"gmtModify":1631889871645,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812598773","repostId":"1154229953","repostType":2,"isVote":1,"tweetType":1,"viewCount":1557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813403553,"gmtCreate":1630222723772,"gmtModify":1704957228907,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"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/813403553","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","kind":"news","pubTimestamp":1630201285,"share":"https://www.laohu8.com/m/news/1129129956?lang=zh_CN&edition=full","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company  merger. In a race to disrupt residential ","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>  <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>  <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛，Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度，这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>（纳斯达克：OPEN）自通过特殊目的收购公司（SPAC）合并上市以来，三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中，Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间，市场尚未欣赏Opendoor的成就；该股较高点下跌超过50%。有三个重要线索表明，对于大胆的投资者来说，Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢，由多方处理，包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作，平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念，即房屋的买卖是数字化的，像Opendoor这样的公司直接与卖家合作，为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用，如代理商佣金。然后Opendoor在市场上转售房屋，并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后，竞争对手也开始提供iBuying服务，包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度（买卖数千套房屋需要大量资金）以及房地产市场的价格竞争力，这些公司都在竞相做大。随着公司买卖更多房屋，他们有能力通过利用外包承包商来节省资金来获得更多利润，并且随着交易数量的增加，其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据，Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋，比Zillow多53%，是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时，他们会公开介绍自己的业务，通常包括长期增长预测。大约一年前，即2020年9月，Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示，“……根据我们目前的进展，我们下半年的收入运行率有望超过2023年的目标，比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说，如果Opendoor按照目前的业务水平运营12个月，它将超过2023年预计的98亿美元收入。这是一个被忽视的点，因为如果Opendoor已经比其最初的增长曲线提前了两年，那么到2023年它会在哪里？当然，房地产市场下滑或其他事件可能会扰乱公司的增长速度，但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会？</h3>投资者忽略了这一强劲表现，而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说，经营业绩或收益如何并不重要；几个月来，股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊，而其他公司也严重未能实现上市前的预测。这些事件伤害了相关人员，投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期，市场最终可能会好转。当这种情况发生时，股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论，并假设Opendoor在2022年的销售额为100亿美元（换句话说，Opendoor在接下来的一年里停止增长并保持目前的速度），那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3，反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场，也是一个复杂的行业，因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是，如果该公司继续保持这样的表现，它将成为房地产未来的重要参与者。</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>This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</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\">\nThis Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</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\">2021-08-29 09:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>  <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>  <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛，Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度，这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>（纳斯达克：OPEN）自通过特殊目的收购公司（SPAC）合并上市以来，三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中，Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间，市场尚未欣赏Opendoor的成就；该股较高点下跌超过50%。有三个重要线索表明，对于大胆的投资者来说，Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢，由多方处理，包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作，平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念，即房屋的买卖是数字化的，像Opendoor这样的公司直接与卖家合作，为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用，如代理商佣金。然后Opendoor在市场上转售房屋，并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后，竞争对手也开始提供iBuying服务，包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度（买卖数千套房屋需要大量资金）以及房地产市场的价格竞争力，这些公司都在竞相做大。随着公司买卖更多房屋，他们有能力通过利用外包承包商来节省资金来获得更多利润，并且随着交易数量的增加，其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据，Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋，比Zillow多53%，是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时，他们会公开介绍自己的业务，通常包括长期增长预测。大约一年前，即2020年9月，Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示，“……根据我们目前的进展，我们下半年的收入运行率有望超过2023年的目标，比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说，如果Opendoor按照目前的业务水平运营12个月，它将超过2023年预计的98亿美元收入。这是一个被忽视的点，因为如果Opendoor已经比其最初的增长曲线提前了两年，那么到2023年它会在哪里？当然，房地产市场下滑或其他事件可能会扰乱公司的增长速度，但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会？</h3>投资者忽略了这一强劲表现，而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说，经营业绩或收益如何并不重要；几个月来，股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊，而其他公司也严重未能实现上市前的预测。这些事件伤害了相关人员，投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期，市场最终可能会好转。当这种情况发生时，股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论，并假设Opendoor在2022年的销售额为100亿美元（换句话说，Opendoor在接下来的一年里停止增长并保持目前的速度），那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3，反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场，也是一个复杂的行业，因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是，如果该公司继续保持这样的表现，它将成为房地产未来的重要参与者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">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":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1,"symbols_score_info":{"OPEN":0.9}},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152998879,"gmtCreate":1625250157591,"gmtModify":1631889871647,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"Very nice","listText":"Very nice","text":"Very nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152998879","repostId":"1196057674","repostType":4,"repost":{"id":"1196057674","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":1625229715,"share":"https://www.laohu8.com/m/news/1196057674?lang=zh_CN&edition=full","pubTime":"2021-07-02 20:41","market":"us","language":"en","title":"5 Warren Buffett Favorites To Keep An Eye On<blockquote>沃伦·巴菲特最喜欢关注的5个</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196057674","media":"Benzinga","summary":"Legendary investor Warren Buffett has posted an impressive 21% year-to-date return for his flagship Berkshire Hathaway Inc  in the first half of 2021.Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan","content":"<p>Legendary investor&nbsp;<b>Warren Buffett</b>&nbsp;has posted an impressive 21% year-to-date return for his flagship&nbsp;<b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB)&nbsp;in the first half of 2021.</p><p><blockquote>传奇投资人<b>沃伦·巴菲特</b>其旗舰产品年初至今的回报率为21%，令人印象深刻<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRKA）（纽约证券交易所代码：BRKB）2021年上半年。</blockquote></p><p> Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.</p><p><blockquote>以下是巴菲特和伯克希尔哈撒韦公司持有的五只股票，它们可能在2021年下半年出现强劲上涨。</blockquote></p><p> <b>1. Aon:</b>Earlier this year, Berkshire Hathaway took an&nbsp;initial position&nbsp;in insurance broker&nbsp;<b>Aon plc</b>(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.</p><p><blockquote><b>1.怡安：</b>今年早些时候，伯克希尔哈撒韦公司初步涉足保险经纪业务<b>怡安plc</b>（纽约证券交易所代码：怡安）。该公司股价今年迄今已上涨15%，可能会有更多上涨空间，也可能是巴菲特增持的头寸。</blockquote></p><p> Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.</p><p><blockquote>怡安公布第一季度收入同比增长10%，其中有机收入增长6%。该公司的利润率有所提高，每股收益同比增长22%。怡安宣布了一项针对COVID-19疫苗的供应链全球保护计划，这可能是下一份收益报告中的一个亮点。</blockquote></p><p> <b>2. Apple:</b>There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant&nbsp;<b>Apple Inc</b>(NASDAQ:AAPL) traded flat in the first half of 2021.</p><p><blockquote><b>2.苹果：</b>2021年上半年，科技股出现了几次反弹。尽管上涨，科技巨头的股价<b>苹果公司</b>（纳斯达克：AAPL）2021年上半年交易持平。</blockquote></p><p> Apple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker&nbsp;continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.</p><p><blockquote>苹果是Berkshire Hathaway投资组合中持有的最大股票。这家iPhone制造商仍然是创新者，不应忽视下半年更多产品发布和公告，这可能会推高该股股价。</blockquote></p><p> <b>3. Bank of America:</b>&nbsp;<b>Bank of America Corporation</b>(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in&nbsp;<b>Wells Fargo Co</b>(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.</p><p><blockquote><b>3.美国银行：</b> <b>美国银行公司</b>（纽约证券交易所股票代码：BAC）是巴菲特的大量持股，也是他持有的几只银行股之一。巴菲特大幅降低了公司在<b>富国银行公司</b>（纽约证券交易所股票代码：WFC），该公司曾持有该股票10%，并于1989年开始投资。</blockquote></p><p> Bank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.</p><p><blockquote>美国银行可能是巴菲特最喜欢的银行股，该公司报告第一季度消费者投资资产和客户余额创历史新高。</blockquote></p><p> Revenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.</p><p><blockquote>第一季度收入为228亿美元，同比持平，但多个领域的需求和增长强劲。该公司于6月底宣布将季度股息从18美分提高至21美分，并可能在通过新的银行压力测试后继续提高股息。</blockquote></p><p> <b>4. Coca-Cola:</b>One of Buffett's favorites&nbsp;is<b>&nbsp;Coca-Cola Co</b>&nbsp;(NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of&nbsp;<b>Monster Beverage Corporation</b>(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.</p><p><blockquote><b>4.可口可乐：</b>巴菲特的最爱之一是<b>可口可乐公司</b>（纽约证券交易所代码：KO）。由于许多消费食品和饮料公司都获得了正回报，这家饮料巨头的股价在2021年上半年下跌了1%。该公司可能会进行类似于<b>怪兽饮料公司</b>（纳斯达克：MNST）或进一步推进酒精饮料。</blockquote></p><p> <b>5. Verizon:</b>Shares of&nbsp;<b>Verizon Communications</b>(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.</p><p><blockquote><b>5.威瑞森：</b>本公司之股份<b>Verizon通信</b>（纽约证券交易所股票代码：VZ）2021年上半年下跌约4%。该公司报告第一季度总收入为329亿美元，同比增长4%。该公司的几个核心业务部门实现了个位数增长。</blockquote></p><p> A shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.</p><p><blockquote>在全国范围内转向5G可能会帮助像Verizon这样的公司，加上近5%的股息收益率，可能会使这家通信巨头成为2021年下半年值得关注的股票。</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>5 Warren Buffett Favorites To Keep An Eye On<blockquote>沃伦·巴菲特最喜欢关注的5个</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\">\n5 Warren Buffett Favorites To Keep An Eye On<blockquote>沃伦·巴菲特最喜欢关注的5个</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\">2021-07-02 20:41</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Legendary investor&nbsp;<b>Warren Buffett</b>&nbsp;has posted an impressive 21% year-to-date return for his flagship&nbsp;<b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB)&nbsp;in the first half of 2021.</p><p><blockquote>传奇投资人<b>沃伦·巴菲特</b>其旗舰产品年初至今的回报率为21%，令人印象深刻<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRKA）（纽约证券交易所代码：BRKB）2021年上半年。</blockquote></p><p> Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.</p><p><blockquote>以下是巴菲特和伯克希尔哈撒韦公司持有的五只股票，它们可能在2021年下半年出现强劲上涨。</blockquote></p><p> <b>1. Aon:</b>Earlier this year, Berkshire Hathaway took an&nbsp;initial position&nbsp;in insurance broker&nbsp;<b>Aon plc</b>(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.</p><p><blockquote><b>1.怡安：</b>今年早些时候，伯克希尔哈撒韦公司初步涉足保险经纪业务<b>怡安plc</b>（纽约证券交易所代码：怡安）。该公司股价今年迄今已上涨15%，可能会有更多上涨空间，也可能是巴菲特增持的头寸。</blockquote></p><p> Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.</p><p><blockquote>怡安公布第一季度收入同比增长10%，其中有机收入增长6%。该公司的利润率有所提高，每股收益同比增长22%。怡安宣布了一项针对COVID-19疫苗的供应链全球保护计划，这可能是下一份收益报告中的一个亮点。</blockquote></p><p> <b>2. Apple:</b>There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant&nbsp;<b>Apple Inc</b>(NASDAQ:AAPL) traded flat in the first half of 2021.</p><p><blockquote><b>2.苹果：</b>2021年上半年，科技股出现了几次反弹。尽管上涨，科技巨头的股价<b>苹果公司</b>（纳斯达克：AAPL）2021年上半年交易持平。</blockquote></p><p> Apple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker&nbsp;continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.</p><p><blockquote>苹果是Berkshire Hathaway投资组合中持有的最大股票。这家iPhone制造商仍然是创新者，不应忽视下半年更多产品发布和公告，这可能会推高该股股价。</blockquote></p><p> <b>3. Bank of America:</b>&nbsp;<b>Bank of America Corporation</b>(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in&nbsp;<b>Wells Fargo Co</b>(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.</p><p><blockquote><b>3.美国银行：</b> <b>美国银行公司</b>（纽约证券交易所股票代码：BAC）是巴菲特的大量持股，也是他持有的几只银行股之一。巴菲特大幅降低了公司在<b>富国银行公司</b>（纽约证券交易所股票代码：WFC），该公司曾持有该股票10%，并于1989年开始投资。</blockquote></p><p> Bank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.</p><p><blockquote>美国银行可能是巴菲特最喜欢的银行股，该公司报告第一季度消费者投资资产和客户余额创历史新高。</blockquote></p><p> Revenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.</p><p><blockquote>第一季度收入为228亿美元，同比持平，但多个领域的需求和增长强劲。该公司于6月底宣布将季度股息从18美分提高至21美分，并可能在通过新的银行压力测试后继续提高股息。</blockquote></p><p> <b>4. Coca-Cola:</b>One of Buffett's favorites&nbsp;is<b>&nbsp;Coca-Cola Co</b>&nbsp;(NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of&nbsp;<b>Monster Beverage Corporation</b>(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.</p><p><blockquote><b>4.可口可乐：</b>巴菲特的最爱之一是<b>可口可乐公司</b>（纽约证券交易所代码：KO）。由于许多消费食品和饮料公司都获得了正回报，这家饮料巨头的股价在2021年上半年下跌了1%。该公司可能会进行类似于<b>怪兽饮料公司</b>（纳斯达克：MNST）或进一步推进酒精饮料。</blockquote></p><p> <b>5. Verizon:</b>Shares of&nbsp;<b>Verizon Communications</b>(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.</p><p><blockquote><b>5.威瑞森：</b>本公司之股份<b>Verizon通信</b>（纽约证券交易所股票代码：VZ）2021年上半年下跌约4%。该公司报告第一季度总收入为329亿美元，同比增长4%。该公司的几个核心业务部门实现了个位数增长。</blockquote></p><p> A shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.</p><p><blockquote>在全国范围内转向5G可能会帮助像Verizon这样的公司，加上近5%的股息收益率，可能会使这家通信巨头成为2021年下半年值得关注的股票。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","AAPL":"苹果","MNST":"怪物饮料","WFC":"富国银行","KO":"可口可乐","AON":"怡安保险","BAC":"美国银行","BRK.A":"伯克希尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196057674","content_text":"Legendary investor Warren Buffett has posted an impressive 21% year-to-date return for his flagship Berkshire Hathaway Inc(NYSE:BRKA) (NYSE:BRKB) in the first half of 2021.\nHere's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.\n1. Aon:Earlier this year, Berkshire Hathaway took an initial position in insurance broker Aon plc(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.\nAonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.\n2. Apple:There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant Apple Inc(NASDAQ:AAPL) traded flat in the first half of 2021.\nApple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.\n3. Bank of America: Bank of America Corporation(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in Wells Fargo Co(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.\nBank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.\nRevenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.\n4. Coca-Cola:One of Buffett's favorites is Coca-Cola Co (NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of Monster Beverage Corporation(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.\n5. Verizon:Shares of Verizon Communications(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.\nA shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.","news_type":1,"symbols_score_info":{"KO":0.9,"AAPL":0.9,"BRK.A":0.9,"MNST":0.9,"BAC":0.9,"AON":0.9,"BRK.B":0.9,"WFC":0.9}},"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158558597,"gmtCreate":1625158406119,"gmtModify":1631889871649,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"Sure buy","listText":"Sure buy","text":"Sure buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/158558597","repostId":"1199212665","repostType":4,"repost":{"id":"1199212665","kind":"news","pubTimestamp":1625146084,"share":"https://www.laohu8.com/m/news/1199212665?lang=zh_CN&edition=full","pubTime":"2021-07-01 21:28","market":"us","language":"en","title":"3 Expensive Tech Stocks to Buy in the Next Market Crash<blockquote>下一次市场崩盘时值得买入的3只昂贵科技股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199212665","media":"Motley Fool","summary":"Get ready to buy Snowflake and two other hot tech stocks if this frothy market collapses.","content":"<p>Many high-growth tech stocks have seen price pullbacks over the past few months, due to concerns about higher bond yields, inflation, and decelerating growth for companies that benefited from the pandemic.</p><p><blockquote>由于担心债券收益率上升、通货膨胀以及受益于疫情的公司增长放缓，许多高增长科技股在过去几个月出现了价格回调。</blockquote></p><p> That sell-off created some buying opportunities -- but some of the sector's pricier names merely pulled back slightly, held onto their gains, or even rallied. That relative strength is admirable, but it's a bit frustrating for investors who don't want to pay the wrong price for the right company.</p><p><blockquote>这次抛售创造了一些买入机会，但该行业一些价格较高的股票只是小幅回调，保持涨幅，甚至上涨。这种相对实力令人钦佩，但对于那些不想为合适的公司支付错误价格的投资者来说，这有点令人沮丧。</blockquote></p><p> That's why I'm making a shopping list of expensive tech stocks which I'd eagerly buy during the next market crash. Let's take a look at three of those companies:<b>Snowflake</b>(NYSE:SNOW),<b>Twilio</b>(NYSE:TWLO), and&nbsp;<b>CrowdStrike</b>(NASDAQ:CRWD).</p><p><blockquote>这就是为什么我列出了一份昂贵科技股的购物清单，这些股票是我在下一次市场崩盘时急切购买的。让我们来看看其中三家公司：<b>雪花</b>（纽约证券交易所代码：SNOW），<b>Twilio</b>（纽约证券交易所代码：TWLO），以及<b>CrowdStrike</b>（纳斯达克：CRWD）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fde232ce39d9cd52a01fd6ec018cae53\" tg-width=\"700\" tg-height=\"466\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Snowflake</b></p><p><blockquote><b>1.雪花</b></blockquote></p><p> Snowflake was one of the hottest tech IPOs of 2020, thanks to its jaw-dropping growth rates and big investments from&nbsp;<b>Berkshire Hathaway</b>&nbsp;and&nbsp;<b>salesforce.com</b>.</p><p><blockquote>Snowflake是2020年最热门的科技IPO之一，这要归功于其令人瞠目结舌的增长率和来自<b>伯克希尔哈撒韦</b>和<b>salesforce.com</b>.</blockquote></p><p> Snowflake'scloud-baseddata warehouse pulls all of a company's data onto a single platform, where it can then be fed into third-party data visualization apps. Its service breaks down the silos between different departments and computing platforms, which makes it easier for large companies to make data-driven decisions.</p><p><blockquote>Snowflake基于云的数据仓库将公司的所有数据拉到一个平台上，然后可以将其输入第三方数据可视化应用程序。它的服务打破了不同部门和计算平台之间的孤岛，使大公司更容易做出数据驱动的决策。</blockquote></p><p> Snowflake's number of customers jumped 73% to 4,139 in fiscal 2021 (which ended this January), including 186 of the Fortune 500 companies. Its revenue surged 124% to $592 million, as its net retention rate -- which gauges its year-over-year revenue growth per existing customer -- hit 165%.</p><p><blockquote>Snowflake的客户数量在2021财年（截至今年1月）跃升73%至4,139家，其中包括186家财富500强公司。其收入飙升124%，达到5.92亿美元，净保留率（衡量每个现有客户的收入同比增长）达到165%。</blockquote></p><p> That growth continued in the first quarter of 2022. Its revenue rose 110% year over year to $228.9 million, its number of customers increased 67% to 4,532, and it achieved a net retention rate of 168%.</p><p><blockquote>这种增长在2022年第一季度仍在继续。其收入同比增长110%至2.289亿美元，客户数量增长67%至4,532人，净保留率达到168%。</blockquote></p><p> But Snowflake isn't profitable yet. ItsGAAPnet loss widened from $348.5 million in fiscal 2020 to $539.1 million in fiscal 2021, and<i>more than doubled</i>from $93.6 million to $203.2 million in the first quarter of 2022. It's also unprofitable on a non-GAAP basis, which excludes its stock-based compensation expenses.</p><p><blockquote>但Snowflake尚未盈利。其GAAP净亏损从2020财年的3.485亿美元扩大至2021财年的5.391亿美元，并且<i>翻了一倍多</i>2022年第一季度从9360万美元增至2.032亿美元。在非公认会计准则的基础上，它也是无利可图的，这不包括其股票薪酬费用。</blockquote></p><p> Analysts expect Snowflake's revenue to rise 88% this year, with a narrower loss. However, its stock still trades at 65 times this year's sales -- which indicates there's still far too much growth baked into the stock. But if Snowflake gets cut in half in a crash, I'd considerstarting a big position.</p><p><blockquote>分析师预计Snowflake今年的收入将增长88%，亏损将收窄。然而，其股价仍是今年销售额的65倍，这表明该股仍有太多增长。但如果雪花在崩盘中被切成两半，我会考虑建立一个大头寸。</blockquote></p><p> <b>2. Twilio</b></p><p><blockquote><b>2.Twilio</b></blockquote></p><p> Twilio's cloud platform processes text messages, calls, and videos within apps. For example, it helps&nbsp;<b>Lyft</b>'s passengers contact their drivers, and&nbsp;<b>Airbnb</b>'s guests reach their hosts.</p><p><blockquote>Twilio的云平台在应用程序中处理短信、评级和视频。例如，它有助于<b>Lyft</b>的乘客联系他们的司机，并且<b>爱彼迎</b>的客人到达他们的主人。</blockquote></p><p> In the past, developers built those tools from scratch, which was generally time-consuming, buggy, and difficult to scale. However, developers can now outsource those features to Twilio's cloud service by simply adding a few lines of code to their apps.</p><p><blockquote>过去，开发人员从头开始构建这些工具，这通常很耗时、有缺陷且难以扩展。然而，开发人员现在只需在他们的应用程序中添加几行代码，就可以将这些功能外包给Twilio的云服务。</blockquote></p><p> Twilio's revenue rose 55% to $1.76 billion in 2020. Its net expansion rate, which is comparable to Snowflake's net retention rate, reached 137%. In the first quarter of 2021, its revenue jumped 62% year over year to $590 million as it integrated its recent purchase of the customer data firm Segment.</p><p><blockquote>2020年，Twilio的收入增长了55%，达到17.6亿美元。其净扩张率与Snowflake的净留存率相当，达到了137%。2021年第一季度，由于整合了最近收购的客户数据公司部门，其收入同比增长62%至5.9亿美元。</blockquote></p><p> Twilio remains unprofitable on a GAAP basis, but its non-GAAP net income rose 62% to $35.9 million in 2020. In the first quarter of 2021, its non-GAAP net income rose another 15% to $9.6 million.</p><p><blockquote>按GAAP计算，Twilio仍未盈利，但其非GAAP净利润在2020年增长了62%，达到3590万美元。2021年第一季度，其非GAAP净利润再增长15%至960万美元。</blockquote></p><p> Analysts expect its revenue to rise 44% this year, but for its non-GAAP earnings to dip into the red again amid higher investments and rising A2P (application-to-person) fees, which are now charged by carriers whenever an app accesses an SMS network.</p><p><blockquote>分析师预计其今年收入将增长44%，但由于投资增加和A2P（应用到个人）费用上涨，其非GAAP收益将再次出现亏损，现在每当应用程序访问短信网络时，运营商都会收取这些费用。</blockquote></p><p> That near-term outlook doesn't look great for a stock that trades at nearly 30 times this year's sales. However, I still think Twilio has great growth potential, and I'd definitely buy its stock at a lower price.</p><p><blockquote>对于一只交易价格是今年销售额近30倍的股票来说，近期前景看起来并不乐观。不过，我仍然认为Twilio具有巨大的增长潜力，我肯定会以较低的价格购买其股票。</blockquote></p><p> <b>3. CrowdStrike</b></p><p><blockquote><b>3.CrowdStrike</b></blockquote></p><p> CrowdStrike is a cybersecurity company that differs from its industry peers in one major way. Most cybersecurity companies install on-site appliances to support their services, which can be expensive to maintain and difficult to scale as an organization expands. CrowdStrike eliminates those appliances by offering its end-to-end security platform as a cloud-based service.</p><p><blockquote>CrowdStrike是一家网络安全公司，在一个主要方面不同于行业同行。大多数网络安全公司安装现场设备来支持其服务，这些设备的维护成本可能很高，并且随着组织的扩展难以扩展。CrowdStrike通过将其端到端安全平台作为基于云的服务来消除这些设备。</blockquote></p><p> CrowdStrike's growth clearly reflects its disruptive potential. Its revenue rose 82% to $874.4 million in fiscal 2021 (which ended this January), its number of subscription customers increased 82% to 9,896, and its net retention rate stayed above 120%.</p><p><blockquote>CrowdStrike的增长清楚地反映了其颠覆性的潜力。其2021财年（截至今年1月）收入增长82%至8.744亿美元，订阅客户数量增长82%至9,896人，净留存率保持在120%以上。</blockquote></p><p> In the first quarter of fiscal 2022, its revenue rose 70% year over year to $302.8 million, its subscriber base expanded 82% year over year to 11,420, and it kept its retention rate above 120%.</p><p><blockquote>2022财年第一季度，其收入同比增长70%至3.028亿美元，用户群同比增长82%至11,420人，留存率保持在120%以上。</blockquote></p><p></p><p> CrowdStrike also turned profitable on a non-GAAP basis in 2021, with a net profit of $62.6 million. Its non-GAAP net income rose more than fivefold year over year to $23.3 million in the first quarter of 2022.</p><p><blockquote>CrowdStrike也在2021年实现了非GAAP盈利，净利润为6260万美元。2022年第一季度，其非GAAP净利润同比增长五倍多，达到2330万美元。</blockquote></p><p> Those&nbsp;numbers are impressive, but CrowdStrike still trades at about 350 times forward earnings and more than 40 times this year's sales. Therefore, this is another stock I won't buy unless the market crashes.</p><p><blockquote>这些数字令人印象深刻，但CrowdStrike的市盈率仍约为350倍，是今年销售额的40多倍。因此，这是另一只我不会买的股票，除非市场崩盘。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Expensive Tech Stocks to Buy in the Next Market Crash<blockquote>下一次市场崩盘时值得买入的3只昂贵科技股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Expensive Tech Stocks to Buy in the Next Market Crash<blockquote>下一次市场崩盘时值得买入的3只昂贵科技股</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\">2021-07-01 21:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Many high-growth tech stocks have seen price pullbacks over the past few months, due to concerns about higher bond yields, inflation, and decelerating growth for companies that benefited from the pandemic.</p><p><blockquote>由于担心债券收益率上升、通货膨胀以及受益于疫情的公司增长放缓，许多高增长科技股在过去几个月出现了价格回调。</blockquote></p><p> That sell-off created some buying opportunities -- but some of the sector's pricier names merely pulled back slightly, held onto their gains, or even rallied. That relative strength is admirable, but it's a bit frustrating for investors who don't want to pay the wrong price for the right company.</p><p><blockquote>这次抛售创造了一些买入机会，但该行业一些价格较高的股票只是小幅回调，保持涨幅，甚至上涨。这种相对实力令人钦佩，但对于那些不想为合适的公司支付错误价格的投资者来说，这有点令人沮丧。</blockquote></p><p> That's why I'm making a shopping list of expensive tech stocks which I'd eagerly buy during the next market crash. Let's take a look at three of those companies:<b>Snowflake</b>(NYSE:SNOW),<b>Twilio</b>(NYSE:TWLO), and&nbsp;<b>CrowdStrike</b>(NASDAQ:CRWD).</p><p><blockquote>这就是为什么我列出了一份昂贵科技股的购物清单，这些股票是我在下一次市场崩盘时急切购买的。让我们来看看其中三家公司：<b>雪花</b>（纽约证券交易所代码：SNOW），<b>Twilio</b>（纽约证券交易所代码：TWLO），以及<b>CrowdStrike</b>（纳斯达克：CRWD）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fde232ce39d9cd52a01fd6ec018cae53\" tg-width=\"700\" tg-height=\"466\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Snowflake</b></p><p><blockquote><b>1.雪花</b></blockquote></p><p> Snowflake was one of the hottest tech IPOs of 2020, thanks to its jaw-dropping growth rates and big investments from&nbsp;<b>Berkshire Hathaway</b>&nbsp;and&nbsp;<b>salesforce.com</b>.</p><p><blockquote>Snowflake是2020年最热门的科技IPO之一，这要归功于其令人瞠目结舌的增长率和来自<b>伯克希尔哈撒韦</b>和<b>salesforce.com</b>.</blockquote></p><p> Snowflake'scloud-baseddata warehouse pulls all of a company's data onto a single platform, where it can then be fed into third-party data visualization apps. Its service breaks down the silos between different departments and computing platforms, which makes it easier for large companies to make data-driven decisions.</p><p><blockquote>Snowflake基于云的数据仓库将公司的所有数据拉到一个平台上，然后可以将其输入第三方数据可视化应用程序。它的服务打破了不同部门和计算平台之间的孤岛，使大公司更容易做出数据驱动的决策。</blockquote></p><p> Snowflake's number of customers jumped 73% to 4,139 in fiscal 2021 (which ended this January), including 186 of the Fortune 500 companies. Its revenue surged 124% to $592 million, as its net retention rate -- which gauges its year-over-year revenue growth per existing customer -- hit 165%.</p><p><blockquote>Snowflake的客户数量在2021财年（截至今年1月）跃升73%至4,139家，其中包括186家财富500强公司。其收入飙升124%，达到5.92亿美元，净保留率（衡量每个现有客户的收入同比增长）达到165%。</blockquote></p><p> That growth continued in the first quarter of 2022. Its revenue rose 110% year over year to $228.9 million, its number of customers increased 67% to 4,532, and it achieved a net retention rate of 168%.</p><p><blockquote>这种增长在2022年第一季度仍在继续。其收入同比增长110%至2.289亿美元，客户数量增长67%至4,532人，净保留率达到168%。</blockquote></p><p> But Snowflake isn't profitable yet. ItsGAAPnet loss widened from $348.5 million in fiscal 2020 to $539.1 million in fiscal 2021, and<i>more than doubled</i>from $93.6 million to $203.2 million in the first quarter of 2022. It's also unprofitable on a non-GAAP basis, which excludes its stock-based compensation expenses.</p><p><blockquote>但Snowflake尚未盈利。其GAAP净亏损从2020财年的3.485亿美元扩大至2021财年的5.391亿美元，并且<i>翻了一倍多</i>2022年第一季度从9360万美元增至2.032亿美元。在非公认会计准则的基础上，它也是无利可图的，这不包括其股票薪酬费用。</blockquote></p><p> Analysts expect Snowflake's revenue to rise 88% this year, with a narrower loss. However, its stock still trades at 65 times this year's sales -- which indicates there's still far too much growth baked into the stock. But if Snowflake gets cut in half in a crash, I'd considerstarting a big position.</p><p><blockquote>分析师预计Snowflake今年的收入将增长88%，亏损将收窄。然而，其股价仍是今年销售额的65倍，这表明该股仍有太多增长。但如果雪花在崩盘中被切成两半，我会考虑建立一个大头寸。</blockquote></p><p> <b>2. Twilio</b></p><p><blockquote><b>2.Twilio</b></blockquote></p><p> Twilio's cloud platform processes text messages, calls, and videos within apps. For example, it helps&nbsp;<b>Lyft</b>'s passengers contact their drivers, and&nbsp;<b>Airbnb</b>'s guests reach their hosts.</p><p><blockquote>Twilio的云平台在应用程序中处理短信、评级和视频。例如，它有助于<b>Lyft</b>的乘客联系他们的司机，并且<b>爱彼迎</b>的客人到达他们的主人。</blockquote></p><p> In the past, developers built those tools from scratch, which was generally time-consuming, buggy, and difficult to scale. However, developers can now outsource those features to Twilio's cloud service by simply adding a few lines of code to their apps.</p><p><blockquote>过去，开发人员从头开始构建这些工具，这通常很耗时、有缺陷且难以扩展。然而，开发人员现在只需在他们的应用程序中添加几行代码，就可以将这些功能外包给Twilio的云服务。</blockquote></p><p> Twilio's revenue rose 55% to $1.76 billion in 2020. Its net expansion rate, which is comparable to Snowflake's net retention rate, reached 137%. In the first quarter of 2021, its revenue jumped 62% year over year to $590 million as it integrated its recent purchase of the customer data firm Segment.</p><p><blockquote>2020年，Twilio的收入增长了55%，达到17.6亿美元。其净扩张率与Snowflake的净留存率相当，达到了137%。2021年第一季度，由于整合了最近收购的客户数据公司部门，其收入同比增长62%至5.9亿美元。</blockquote></p><p> Twilio remains unprofitable on a GAAP basis, but its non-GAAP net income rose 62% to $35.9 million in 2020. In the first quarter of 2021, its non-GAAP net income rose another 15% to $9.6 million.</p><p><blockquote>按GAAP计算，Twilio仍未盈利，但其非GAAP净利润在2020年增长了62%，达到3590万美元。2021年第一季度，其非GAAP净利润再增长15%至960万美元。</blockquote></p><p> Analysts expect its revenue to rise 44% this year, but for its non-GAAP earnings to dip into the red again amid higher investments and rising A2P (application-to-person) fees, which are now charged by carriers whenever an app accesses an SMS network.</p><p><blockquote>分析师预计其今年收入将增长44%，但由于投资增加和A2P（应用到个人）费用上涨，其非GAAP收益将再次出现亏损，现在每当应用程序访问短信网络时，运营商都会收取这些费用。</blockquote></p><p> That near-term outlook doesn't look great for a stock that trades at nearly 30 times this year's sales. However, I still think Twilio has great growth potential, and I'd definitely buy its stock at a lower price.</p><p><blockquote>对于一只交易价格是今年销售额近30倍的股票来说，近期前景看起来并不乐观。不过，我仍然认为Twilio具有巨大的增长潜力，我肯定会以较低的价格购买其股票。</blockquote></p><p> <b>3. CrowdStrike</b></p><p><blockquote><b>3.CrowdStrike</b></blockquote></p><p> CrowdStrike is a cybersecurity company that differs from its industry peers in one major way. Most cybersecurity companies install on-site appliances to support their services, which can be expensive to maintain and difficult to scale as an organization expands. CrowdStrike eliminates those appliances by offering its end-to-end security platform as a cloud-based service.</p><p><blockquote>CrowdStrike是一家网络安全公司，在一个主要方面不同于行业同行。大多数网络安全公司安装现场设备来支持其服务，这些设备的维护成本可能很高，并且随着组织的扩展难以扩展。CrowdStrike通过将其端到端安全平台作为基于云的服务来消除这些设备。</blockquote></p><p> CrowdStrike's growth clearly reflects its disruptive potential. Its revenue rose 82% to $874.4 million in fiscal 2021 (which ended this January), its number of subscription customers increased 82% to 9,896, and its net retention rate stayed above 120%.</p><p><blockquote>CrowdStrike的增长清楚地反映了其颠覆性的潜力。其2021财年（截至今年1月）收入增长82%至8.744亿美元，订阅客户数量增长82%至9,896人，净留存率保持在120%以上。</blockquote></p><p> In the first quarter of fiscal 2022, its revenue rose 70% year over year to $302.8 million, its subscriber base expanded 82% year over year to 11,420, and it kept its retention rate above 120%.</p><p><blockquote>2022财年第一季度，其收入同比增长70%至3.028亿美元，用户群同比增长82%至11,420人，留存率保持在120%以上。</blockquote></p><p></p><p> CrowdStrike also turned profitable on a non-GAAP basis in 2021, with a net profit of $62.6 million. Its non-GAAP net income rose more than fivefold year over year to $23.3 million in the first quarter of 2022.</p><p><blockquote>CrowdStrike也在2021年实现了非GAAP盈利，净利润为6260万美元。2022年第一季度，其非GAAP净利润同比增长五倍多，达到2330万美元。</blockquote></p><p> Those&nbsp;numbers are impressive, but CrowdStrike still trades at about 350 times forward earnings and more than 40 times this year's sales. Therefore, this is another stock I won't buy unless the market crashes.</p><p><blockquote>这些数字令人印象深刻，但CrowdStrike的市盈率仍约为350倍，是今年销售额的40多倍。因此，这是另一只我不会买的股票，除非市场崩盘。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/01/expensive-tech-stocks-to-buy-in-next-market-crash/\">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":{"TWLO":"Twilio Inc","SNOW":"Snowflake","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2021/07/01/expensive-tech-stocks-to-buy-in-next-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199212665","content_text":"Many high-growth tech stocks have seen price pullbacks over the past few months, due to concerns about higher bond yields, inflation, and decelerating growth for companies that benefited from the pandemic.\nThat sell-off created some buying opportunities -- but some of the sector's pricier names merely pulled back slightly, held onto their gains, or even rallied. That relative strength is admirable, but it's a bit frustrating for investors who don't want to pay the wrong price for the right company.\nThat's why I'm making a shopping list of expensive tech stocks which I'd eagerly buy during the next market crash. Let's take a look at three of those companies:Snowflake(NYSE:SNOW),Twilio(NYSE:TWLO), and CrowdStrike(NASDAQ:CRWD).\nIMAGE SOURCE: GETTY IMAGES.\n1. Snowflake\nSnowflake was one of the hottest tech IPOs of 2020, thanks to its jaw-dropping growth rates and big investments from Berkshire Hathaway and salesforce.com.\nSnowflake'scloud-baseddata warehouse pulls all of a company's data onto a single platform, where it can then be fed into third-party data visualization apps. Its service breaks down the silos between different departments and computing platforms, which makes it easier for large companies to make data-driven decisions.\nSnowflake's number of customers jumped 73% to 4,139 in fiscal 2021 (which ended this January), including 186 of the Fortune 500 companies. Its revenue surged 124% to $592 million, as its net retention rate -- which gauges its year-over-year revenue growth per existing customer -- hit 165%.\nThat growth continued in the first quarter of 2022. Its revenue rose 110% year over year to $228.9 million, its number of customers increased 67% to 4,532, and it achieved a net retention rate of 168%.\nBut Snowflake isn't profitable yet. ItsGAAPnet loss widened from $348.5 million in fiscal 2020 to $539.1 million in fiscal 2021, andmore than doubledfrom $93.6 million to $203.2 million in the first quarter of 2022. It's also unprofitable on a non-GAAP basis, which excludes its stock-based compensation expenses.\nAnalysts expect Snowflake's revenue to rise 88% this year, with a narrower loss. However, its stock still trades at 65 times this year's sales -- which indicates there's still far too much growth baked into the stock. But if Snowflake gets cut in half in a crash, I'd considerstarting a big position.\n2. Twilio\nTwilio's cloud platform processes text messages, calls, and videos within apps. For example, it helps Lyft's passengers contact their drivers, and Airbnb's guests reach their hosts.\nIn the past, developers built those tools from scratch, which was generally time-consuming, buggy, and difficult to scale. However, developers can now outsource those features to Twilio's cloud service by simply adding a few lines of code to their apps.\nTwilio's revenue rose 55% to $1.76 billion in 2020. Its net expansion rate, which is comparable to Snowflake's net retention rate, reached 137%. In the first quarter of 2021, its revenue jumped 62% year over year to $590 million as it integrated its recent purchase of the customer data firm Segment.\nTwilio remains unprofitable on a GAAP basis, but its non-GAAP net income rose 62% to $35.9 million in 2020. In the first quarter of 2021, its non-GAAP net income rose another 15% to $9.6 million.\nAnalysts expect its revenue to rise 44% this year, but for its non-GAAP earnings to dip into the red again amid higher investments and rising A2P (application-to-person) fees, which are now charged by carriers whenever an app accesses an SMS network.\nThat near-term outlook doesn't look great for a stock that trades at nearly 30 times this year's sales. However, I still think Twilio has great growth potential, and I'd definitely buy its stock at a lower price.\n3. CrowdStrike\nCrowdStrike is a cybersecurity company that differs from its industry peers in one major way. Most cybersecurity companies install on-site appliances to support their services, which can be expensive to maintain and difficult to scale as an organization expands. CrowdStrike eliminates those appliances by offering its end-to-end security platform as a cloud-based service.\nCrowdStrike's growth clearly reflects its disruptive potential. Its revenue rose 82% to $874.4 million in fiscal 2021 (which ended this January), its number of subscription customers increased 82% to 9,896, and its net retention rate stayed above 120%.\nIn the first quarter of fiscal 2022, its revenue rose 70% year over year to $302.8 million, its subscriber base expanded 82% year over year to 11,420, and it kept its retention rate above 120%.\nCrowdStrike also turned profitable on a non-GAAP basis in 2021, with a net profit of $62.6 million. Its non-GAAP net income rose more than fivefold year over year to $23.3 million in the first quarter of 2022.\nThose numbers are impressive, but CrowdStrike still trades at about 350 times forward earnings and more than 40 times this year's sales. 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Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/120995614","repostId":"2145084835","repostType":4,"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120909020,"gmtCreate":1624290520960,"gmtModify":1631889871665,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"Meme and actual&nbsp; business model.","listText":"Meme and actual&nbsp; business model.","text":"Meme and actual business model.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120909020","repostId":"1132601414","repostType":2,"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120077603,"gmtCreate":1624290474602,"gmtModify":1634008280900,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"[开心]&nbsp;hold","listText":"[开心]&nbsp;hold","text":"[开心] hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120077603","repostId":"1132601414","repostType":2,"isVote":1,"tweetType":1,"viewCount":1070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":848046539,"gmtCreate":1635950036478,"gmtModify":1635950036627,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/848046539","repostId":"1134339891","repostType":4,"isVote":1,"tweetType":1,"viewCount":2342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115686348,"gmtCreate":1622986401284,"gmtModify":1634096401908,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/115686348","repostId":"1156802172","repostType":4,"isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158558597,"gmtCreate":1625158406119,"gmtModify":1631889871649,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"Sure buy","listText":"Sure buy","text":"Sure buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/158558597","repostId":"1199212665","repostType":4,"repost":{"id":"1199212665","kind":"news","pubTimestamp":1625146084,"share":"https://www.laohu8.com/m/news/1199212665?lang=zh_CN&edition=full","pubTime":"2021-07-01 21:28","market":"us","language":"en","title":"3 Expensive Tech Stocks to Buy in the Next Market Crash<blockquote>下一次市场崩盘时值得买入的3只昂贵科技股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199212665","media":"Motley Fool","summary":"Get ready to buy Snowflake and two other hot tech stocks if this frothy market collapses.","content":"<p>Many high-growth tech stocks have seen price pullbacks over the past few months, due to concerns about higher bond yields, inflation, and decelerating growth for companies that benefited from the pandemic.</p><p><blockquote>由于担心债券收益率上升、通货膨胀以及受益于疫情的公司增长放缓，许多高增长科技股在过去几个月出现了价格回调。</blockquote></p><p> That sell-off created some buying opportunities -- but some of the sector's pricier names merely pulled back slightly, held onto their gains, or even rallied. That relative strength is admirable, but it's a bit frustrating for investors who don't want to pay the wrong price for the right company.</p><p><blockquote>这次抛售创造了一些买入机会，但该行业一些价格较高的股票只是小幅回调，保持涨幅，甚至上涨。这种相对实力令人钦佩，但对于那些不想为合适的公司支付错误价格的投资者来说，这有点令人沮丧。</blockquote></p><p> That's why I'm making a shopping list of expensive tech stocks which I'd eagerly buy during the next market crash. Let's take a look at three of those companies:<b>Snowflake</b>(NYSE:SNOW),<b>Twilio</b>(NYSE:TWLO), and&nbsp;<b>CrowdStrike</b>(NASDAQ:CRWD).</p><p><blockquote>这就是为什么我列出了一份昂贵科技股的购物清单，这些股票是我在下一次市场崩盘时急切购买的。让我们来看看其中三家公司：<b>雪花</b>（纽约证券交易所代码：SNOW），<b>Twilio</b>（纽约证券交易所代码：TWLO），以及<b>CrowdStrike</b>（纳斯达克：CRWD）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fde232ce39d9cd52a01fd6ec018cae53\" tg-width=\"700\" tg-height=\"466\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Snowflake</b></p><p><blockquote><b>1.雪花</b></blockquote></p><p> Snowflake was one of the hottest tech IPOs of 2020, thanks to its jaw-dropping growth rates and big investments from&nbsp;<b>Berkshire Hathaway</b>&nbsp;and&nbsp;<b>salesforce.com</b>.</p><p><blockquote>Snowflake是2020年最热门的科技IPO之一，这要归功于其令人瞠目结舌的增长率和来自<b>伯克希尔哈撒韦</b>和<b>salesforce.com</b>.</blockquote></p><p> Snowflake'scloud-baseddata warehouse pulls all of a company's data onto a single platform, where it can then be fed into third-party data visualization apps. Its service breaks down the silos between different departments and computing platforms, which makes it easier for large companies to make data-driven decisions.</p><p><blockquote>Snowflake基于云的数据仓库将公司的所有数据拉到一个平台上，然后可以将其输入第三方数据可视化应用程序。它的服务打破了不同部门和计算平台之间的孤岛，使大公司更容易做出数据驱动的决策。</blockquote></p><p> Snowflake's number of customers jumped 73% to 4,139 in fiscal 2021 (which ended this January), including 186 of the Fortune 500 companies. Its revenue surged 124% to $592 million, as its net retention rate -- which gauges its year-over-year revenue growth per existing customer -- hit 165%.</p><p><blockquote>Snowflake的客户数量在2021财年（截至今年1月）跃升73%至4,139家，其中包括186家财富500强公司。其收入飙升124%，达到5.92亿美元，净保留率（衡量每个现有客户的收入同比增长）达到165%。</blockquote></p><p> That growth continued in the first quarter of 2022. Its revenue rose 110% year over year to $228.9 million, its number of customers increased 67% to 4,532, and it achieved a net retention rate of 168%.</p><p><blockquote>这种增长在2022年第一季度仍在继续。其收入同比增长110%至2.289亿美元，客户数量增长67%至4,532人，净保留率达到168%。</blockquote></p><p> But Snowflake isn't profitable yet. ItsGAAPnet loss widened from $348.5 million in fiscal 2020 to $539.1 million in fiscal 2021, and<i>more than doubled</i>from $93.6 million to $203.2 million in the first quarter of 2022. It's also unprofitable on a non-GAAP basis, which excludes its stock-based compensation expenses.</p><p><blockquote>但Snowflake尚未盈利。其GAAP净亏损从2020财年的3.485亿美元扩大至2021财年的5.391亿美元，并且<i>翻了一倍多</i>2022年第一季度从9360万美元增至2.032亿美元。在非公认会计准则的基础上，它也是无利可图的，这不包括其股票薪酬费用。</blockquote></p><p> Analysts expect Snowflake's revenue to rise 88% this year, with a narrower loss. However, its stock still trades at 65 times this year's sales -- which indicates there's still far too much growth baked into the stock. But if Snowflake gets cut in half in a crash, I'd considerstarting a big position.</p><p><blockquote>分析师预计Snowflake今年的收入将增长88%，亏损将收窄。然而，其股价仍是今年销售额的65倍，这表明该股仍有太多增长。但如果雪花在崩盘中被切成两半，我会考虑建立一个大头寸。</blockquote></p><p> <b>2. Twilio</b></p><p><blockquote><b>2.Twilio</b></blockquote></p><p> Twilio's cloud platform processes text messages, calls, and videos within apps. For example, it helps&nbsp;<b>Lyft</b>'s passengers contact their drivers, and&nbsp;<b>Airbnb</b>'s guests reach their hosts.</p><p><blockquote>Twilio的云平台在应用程序中处理短信、评级和视频。例如，它有助于<b>Lyft</b>的乘客联系他们的司机，并且<b>爱彼迎</b>的客人到达他们的主人。</blockquote></p><p> In the past, developers built those tools from scratch, which was generally time-consuming, buggy, and difficult to scale. However, developers can now outsource those features to Twilio's cloud service by simply adding a few lines of code to their apps.</p><p><blockquote>过去，开发人员从头开始构建这些工具，这通常很耗时、有缺陷且难以扩展。然而，开发人员现在只需在他们的应用程序中添加几行代码，就可以将这些功能外包给Twilio的云服务。</blockquote></p><p> Twilio's revenue rose 55% to $1.76 billion in 2020. Its net expansion rate, which is comparable to Snowflake's net retention rate, reached 137%. In the first quarter of 2021, its revenue jumped 62% year over year to $590 million as it integrated its recent purchase of the customer data firm Segment.</p><p><blockquote>2020年，Twilio的收入增长了55%，达到17.6亿美元。其净扩张率与Snowflake的净留存率相当，达到了137%。2021年第一季度，由于整合了最近收购的客户数据公司部门，其收入同比增长62%至5.9亿美元。</blockquote></p><p> Twilio remains unprofitable on a GAAP basis, but its non-GAAP net income rose 62% to $35.9 million in 2020. In the first quarter of 2021, its non-GAAP net income rose another 15% to $9.6 million.</p><p><blockquote>按GAAP计算，Twilio仍未盈利，但其非GAAP净利润在2020年增长了62%，达到3590万美元。2021年第一季度，其非GAAP净利润再增长15%至960万美元。</blockquote></p><p> Analysts expect its revenue to rise 44% this year, but for its non-GAAP earnings to dip into the red again amid higher investments and rising A2P (application-to-person) fees, which are now charged by carriers whenever an app accesses an SMS network.</p><p><blockquote>分析师预计其今年收入将增长44%，但由于投资增加和A2P（应用到个人）费用上涨，其非GAAP收益将再次出现亏损，现在每当应用程序访问短信网络时，运营商都会收取这些费用。</blockquote></p><p> That near-term outlook doesn't look great for a stock that trades at nearly 30 times this year's sales. However, I still think Twilio has great growth potential, and I'd definitely buy its stock at a lower price.</p><p><blockquote>对于一只交易价格是今年销售额近30倍的股票来说，近期前景看起来并不乐观。不过，我仍然认为Twilio具有巨大的增长潜力，我肯定会以较低的价格购买其股票。</blockquote></p><p> <b>3. CrowdStrike</b></p><p><blockquote><b>3.CrowdStrike</b></blockquote></p><p> CrowdStrike is a cybersecurity company that differs from its industry peers in one major way. Most cybersecurity companies install on-site appliances to support their services, which can be expensive to maintain and difficult to scale as an organization expands. CrowdStrike eliminates those appliances by offering its end-to-end security platform as a cloud-based service.</p><p><blockquote>CrowdStrike是一家网络安全公司，在一个主要方面不同于行业同行。大多数网络安全公司安装现场设备来支持其服务，这些设备的维护成本可能很高，并且随着组织的扩展难以扩展。CrowdStrike通过将其端到端安全平台作为基于云的服务来消除这些设备。</blockquote></p><p> CrowdStrike's growth clearly reflects its disruptive potential. Its revenue rose 82% to $874.4 million in fiscal 2021 (which ended this January), its number of subscription customers increased 82% to 9,896, and its net retention rate stayed above 120%.</p><p><blockquote>CrowdStrike的增长清楚地反映了其颠覆性的潜力。其2021财年（截至今年1月）收入增长82%至8.744亿美元，订阅客户数量增长82%至9,896人，净留存率保持在120%以上。</blockquote></p><p> In the first quarter of fiscal 2022, its revenue rose 70% year over year to $302.8 million, its subscriber base expanded 82% year over year to 11,420, and it kept its retention rate above 120%.</p><p><blockquote>2022财年第一季度，其收入同比增长70%至3.028亿美元，用户群同比增长82%至11,420人，留存率保持在120%以上。</blockquote></p><p></p><p> CrowdStrike also turned profitable on a non-GAAP basis in 2021, with a net profit of $62.6 million. Its non-GAAP net income rose more than fivefold year over year to $23.3 million in the first quarter of 2022.</p><p><blockquote>CrowdStrike也在2021年实现了非GAAP盈利，净利润为6260万美元。2022年第一季度，其非GAAP净利润同比增长五倍多，达到2330万美元。</blockquote></p><p> Those&nbsp;numbers are impressive, but CrowdStrike still trades at about 350 times forward earnings and more than 40 times this year's sales. Therefore, this is another stock I won't buy unless the market crashes.</p><p><blockquote>这些数字令人印象深刻，但CrowdStrike的市盈率仍约为350倍，是今年销售额的40多倍。因此，这是另一只我不会买的股票，除非市场崩盘。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Expensive Tech Stocks to Buy in the Next Market Crash<blockquote>下一次市场崩盘时值得买入的3只昂贵科技股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Expensive Tech Stocks to Buy in the Next Market Crash<blockquote>下一次市场崩盘时值得买入的3只昂贵科技股</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\">2021-07-01 21:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Many high-growth tech stocks have seen price pullbacks over the past few months, due to concerns about higher bond yields, inflation, and decelerating growth for companies that benefited from the pandemic.</p><p><blockquote>由于担心债券收益率上升、通货膨胀以及受益于疫情的公司增长放缓，许多高增长科技股在过去几个月出现了价格回调。</blockquote></p><p> That sell-off created some buying opportunities -- but some of the sector's pricier names merely pulled back slightly, held onto their gains, or even rallied. That relative strength is admirable, but it's a bit frustrating for investors who don't want to pay the wrong price for the right company.</p><p><blockquote>这次抛售创造了一些买入机会，但该行业一些价格较高的股票只是小幅回调，保持涨幅，甚至上涨。这种相对实力令人钦佩，但对于那些不想为合适的公司支付错误价格的投资者来说，这有点令人沮丧。</blockquote></p><p> That's why I'm making a shopping list of expensive tech stocks which I'd eagerly buy during the next market crash. Let's take a look at three of those companies:<b>Snowflake</b>(NYSE:SNOW),<b>Twilio</b>(NYSE:TWLO), and&nbsp;<b>CrowdStrike</b>(NASDAQ:CRWD).</p><p><blockquote>这就是为什么我列出了一份昂贵科技股的购物清单，这些股票是我在下一次市场崩盘时急切购买的。让我们来看看其中三家公司：<b>雪花</b>（纽约证券交易所代码：SNOW），<b>Twilio</b>（纽约证券交易所代码：TWLO），以及<b>CrowdStrike</b>（纳斯达克：CRWD）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fde232ce39d9cd52a01fd6ec018cae53\" tg-width=\"700\" tg-height=\"466\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Snowflake</b></p><p><blockquote><b>1.雪花</b></blockquote></p><p> Snowflake was one of the hottest tech IPOs of 2020, thanks to its jaw-dropping growth rates and big investments from&nbsp;<b>Berkshire Hathaway</b>&nbsp;and&nbsp;<b>salesforce.com</b>.</p><p><blockquote>Snowflake是2020年最热门的科技IPO之一，这要归功于其令人瞠目结舌的增长率和来自<b>伯克希尔哈撒韦</b>和<b>salesforce.com</b>.</blockquote></p><p> Snowflake'scloud-baseddata warehouse pulls all of a company's data onto a single platform, where it can then be fed into third-party data visualization apps. Its service breaks down the silos between different departments and computing platforms, which makes it easier for large companies to make data-driven decisions.</p><p><blockquote>Snowflake基于云的数据仓库将公司的所有数据拉到一个平台上，然后可以将其输入第三方数据可视化应用程序。它的服务打破了不同部门和计算平台之间的孤岛，使大公司更容易做出数据驱动的决策。</blockquote></p><p> Snowflake's number of customers jumped 73% to 4,139 in fiscal 2021 (which ended this January), including 186 of the Fortune 500 companies. Its revenue surged 124% to $592 million, as its net retention rate -- which gauges its year-over-year revenue growth per existing customer -- hit 165%.</p><p><blockquote>Snowflake的客户数量在2021财年（截至今年1月）跃升73%至4,139家，其中包括186家财富500强公司。其收入飙升124%，达到5.92亿美元，净保留率（衡量每个现有客户的收入同比增长）达到165%。</blockquote></p><p> That growth continued in the first quarter of 2022. Its revenue rose 110% year over year to $228.9 million, its number of customers increased 67% to 4,532, and it achieved a net retention rate of 168%.</p><p><blockquote>这种增长在2022年第一季度仍在继续。其收入同比增长110%至2.289亿美元，客户数量增长67%至4,532人，净保留率达到168%。</blockquote></p><p> But Snowflake isn't profitable yet. ItsGAAPnet loss widened from $348.5 million in fiscal 2020 to $539.1 million in fiscal 2021, and<i>more than doubled</i>from $93.6 million to $203.2 million in the first quarter of 2022. It's also unprofitable on a non-GAAP basis, which excludes its stock-based compensation expenses.</p><p><blockquote>但Snowflake尚未盈利。其GAAP净亏损从2020财年的3.485亿美元扩大至2021财年的5.391亿美元，并且<i>翻了一倍多</i>2022年第一季度从9360万美元增至2.032亿美元。在非公认会计准则的基础上，它也是无利可图的，这不包括其股票薪酬费用。</blockquote></p><p> Analysts expect Snowflake's revenue to rise 88% this year, with a narrower loss. However, its stock still trades at 65 times this year's sales -- which indicates there's still far too much growth baked into the stock. But if Snowflake gets cut in half in a crash, I'd considerstarting a big position.</p><p><blockquote>分析师预计Snowflake今年的收入将增长88%，亏损将收窄。然而，其股价仍是今年销售额的65倍，这表明该股仍有太多增长。但如果雪花在崩盘中被切成两半，我会考虑建立一个大头寸。</blockquote></p><p> <b>2. Twilio</b></p><p><blockquote><b>2.Twilio</b></blockquote></p><p> Twilio's cloud platform processes text messages, calls, and videos within apps. For example, it helps&nbsp;<b>Lyft</b>'s passengers contact their drivers, and&nbsp;<b>Airbnb</b>'s guests reach their hosts.</p><p><blockquote>Twilio的云平台在应用程序中处理短信、评级和视频。例如，它有助于<b>Lyft</b>的乘客联系他们的司机，并且<b>爱彼迎</b>的客人到达他们的主人。</blockquote></p><p> In the past, developers built those tools from scratch, which was generally time-consuming, buggy, and difficult to scale. However, developers can now outsource those features to Twilio's cloud service by simply adding a few lines of code to their apps.</p><p><blockquote>过去，开发人员从头开始构建这些工具，这通常很耗时、有缺陷且难以扩展。然而，开发人员现在只需在他们的应用程序中添加几行代码，就可以将这些功能外包给Twilio的云服务。</blockquote></p><p> Twilio's revenue rose 55% to $1.76 billion in 2020. Its net expansion rate, which is comparable to Snowflake's net retention rate, reached 137%. In the first quarter of 2021, its revenue jumped 62% year over year to $590 million as it integrated its recent purchase of the customer data firm Segment.</p><p><blockquote>2020年，Twilio的收入增长了55%，达到17.6亿美元。其净扩张率与Snowflake的净留存率相当，达到了137%。2021年第一季度，由于整合了最近收购的客户数据公司部门，其收入同比增长62%至5.9亿美元。</blockquote></p><p> Twilio remains unprofitable on a GAAP basis, but its non-GAAP net income rose 62% to $35.9 million in 2020. In the first quarter of 2021, its non-GAAP net income rose another 15% to $9.6 million.</p><p><blockquote>按GAAP计算，Twilio仍未盈利，但其非GAAP净利润在2020年增长了62%，达到3590万美元。2021年第一季度，其非GAAP净利润再增长15%至960万美元。</blockquote></p><p> Analysts expect its revenue to rise 44% this year, but for its non-GAAP earnings to dip into the red again amid higher investments and rising A2P (application-to-person) fees, which are now charged by carriers whenever an app accesses an SMS network.</p><p><blockquote>分析师预计其今年收入将增长44%，但由于投资增加和A2P（应用到个人）费用上涨，其非GAAP收益将再次出现亏损，现在每当应用程序访问短信网络时，运营商都会收取这些费用。</blockquote></p><p> That near-term outlook doesn't look great for a stock that trades at nearly 30 times this year's sales. However, I still think Twilio has great growth potential, and I'd definitely buy its stock at a lower price.</p><p><blockquote>对于一只交易价格是今年销售额近30倍的股票来说，近期前景看起来并不乐观。不过，我仍然认为Twilio具有巨大的增长潜力，我肯定会以较低的价格购买其股票。</blockquote></p><p> <b>3. CrowdStrike</b></p><p><blockquote><b>3.CrowdStrike</b></blockquote></p><p> CrowdStrike is a cybersecurity company that differs from its industry peers in one major way. Most cybersecurity companies install on-site appliances to support their services, which can be expensive to maintain and difficult to scale as an organization expands. CrowdStrike eliminates those appliances by offering its end-to-end security platform as a cloud-based service.</p><p><blockquote>CrowdStrike是一家网络安全公司，在一个主要方面不同于行业同行。大多数网络安全公司安装现场设备来支持其服务，这些设备的维护成本可能很高，并且随着组织的扩展难以扩展。CrowdStrike通过将其端到端安全平台作为基于云的服务来消除这些设备。</blockquote></p><p> CrowdStrike's growth clearly reflects its disruptive potential. Its revenue rose 82% to $874.4 million in fiscal 2021 (which ended this January), its number of subscription customers increased 82% to 9,896, and its net retention rate stayed above 120%.</p><p><blockquote>CrowdStrike的增长清楚地反映了其颠覆性的潜力。其2021财年（截至今年1月）收入增长82%至8.744亿美元，订阅客户数量增长82%至9,896人，净留存率保持在120%以上。</blockquote></p><p> In the first quarter of fiscal 2022, its revenue rose 70% year over year to $302.8 million, its subscriber base expanded 82% year over year to 11,420, and it kept its retention rate above 120%.</p><p><blockquote>2022财年第一季度，其收入同比增长70%至3.028亿美元，用户群同比增长82%至11,420人，留存率保持在120%以上。</blockquote></p><p></p><p> CrowdStrike also turned profitable on a non-GAAP basis in 2021, with a net profit of $62.6 million. Its non-GAAP net income rose more than fivefold year over year to $23.3 million in the first quarter of 2022.</p><p><blockquote>CrowdStrike也在2021年实现了非GAAP盈利，净利润为6260万美元。2022年第一季度，其非GAAP净利润同比增长五倍多，达到2330万美元。</blockquote></p><p> Those&nbsp;numbers are impressive, but CrowdStrike still trades at about 350 times forward earnings and more than 40 times this year's sales. Therefore, this is another stock I won't buy unless the market crashes.</p><p><blockquote>这些数字令人印象深刻，但CrowdStrike的市盈率仍约为350倍，是今年销售额的40多倍。因此，这是另一只我不会买的股票，除非市场崩盘。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/01/expensive-tech-stocks-to-buy-in-next-market-crash/\">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":{"TWLO":"Twilio Inc","SNOW":"Snowflake","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2021/07/01/expensive-tech-stocks-to-buy-in-next-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199212665","content_text":"Many high-growth tech stocks have seen price pullbacks over the past few months, due to concerns about higher bond yields, inflation, and decelerating growth for companies that benefited from the pandemic.\nThat sell-off created some buying opportunities -- but some of the sector's pricier names merely pulled back slightly, held onto their gains, or even rallied. That relative strength is admirable, but it's a bit frustrating for investors who don't want to pay the wrong price for the right company.\nThat's why I'm making a shopping list of expensive tech stocks which I'd eagerly buy during the next market crash. Let's take a look at three of those companies:Snowflake(NYSE:SNOW),Twilio(NYSE:TWLO), and CrowdStrike(NASDAQ:CRWD).\nIMAGE SOURCE: GETTY IMAGES.\n1. Snowflake\nSnowflake was one of the hottest tech IPOs of 2020, thanks to its jaw-dropping growth rates and big investments from Berkshire Hathaway and salesforce.com.\nSnowflake'scloud-baseddata warehouse pulls all of a company's data onto a single platform, where it can then be fed into third-party data visualization apps. Its service breaks down the silos between different departments and computing platforms, which makes it easier for large companies to make data-driven decisions.\nSnowflake's number of customers jumped 73% to 4,139 in fiscal 2021 (which ended this January), including 186 of the Fortune 500 companies. Its revenue surged 124% to $592 million, as its net retention rate -- which gauges its year-over-year revenue growth per existing customer -- hit 165%.\nThat growth continued in the first quarter of 2022. Its revenue rose 110% year over year to $228.9 million, its number of customers increased 67% to 4,532, and it achieved a net retention rate of 168%.\nBut Snowflake isn't profitable yet. ItsGAAPnet loss widened from $348.5 million in fiscal 2020 to $539.1 million in fiscal 2021, andmore than doubledfrom $93.6 million to $203.2 million in the first quarter of 2022. It's also unprofitable on a non-GAAP basis, which excludes its stock-based compensation expenses.\nAnalysts expect Snowflake's revenue to rise 88% this year, with a narrower loss. However, its stock still trades at 65 times this year's sales -- which indicates there's still far too much growth baked into the stock. But if Snowflake gets cut in half in a crash, I'd considerstarting a big position.\n2. Twilio\nTwilio's cloud platform processes text messages, calls, and videos within apps. For example, it helps Lyft's passengers contact their drivers, and Airbnb's guests reach their hosts.\nIn the past, developers built those tools from scratch, which was generally time-consuming, buggy, and difficult to scale. However, developers can now outsource those features to Twilio's cloud service by simply adding a few lines of code to their apps.\nTwilio's revenue rose 55% to $1.76 billion in 2020. Its net expansion rate, which is comparable to Snowflake's net retention rate, reached 137%. In the first quarter of 2021, its revenue jumped 62% year over year to $590 million as it integrated its recent purchase of the customer data firm Segment.\nTwilio remains unprofitable on a GAAP basis, but its non-GAAP net income rose 62% to $35.9 million in 2020. In the first quarter of 2021, its non-GAAP net income rose another 15% to $9.6 million.\nAnalysts expect its revenue to rise 44% this year, but for its non-GAAP earnings to dip into the red again amid higher investments and rising A2P (application-to-person) fees, which are now charged by carriers whenever an app accesses an SMS network.\nThat near-term outlook doesn't look great for a stock that trades at nearly 30 times this year's sales. However, I still think Twilio has great growth potential, and I'd definitely buy its stock at a lower price.\n3. CrowdStrike\nCrowdStrike is a cybersecurity company that differs from its industry peers in one major way. Most cybersecurity companies install on-site appliances to support their services, which can be expensive to maintain and difficult to scale as an organization expands. CrowdStrike eliminates those appliances by offering its end-to-end security platform as a cloud-based service.\nCrowdStrike's growth clearly reflects its disruptive potential. Its revenue rose 82% to $874.4 million in fiscal 2021 (which ended this January), its number of subscription customers increased 82% to 9,896, and its net retention rate stayed above 120%.\nIn the first quarter of fiscal 2022, its revenue rose 70% year over year to $302.8 million, its subscriber base expanded 82% year over year to 11,420, and it kept its retention rate above 120%.\nCrowdStrike also turned profitable on a non-GAAP basis in 2021, with a net profit of $62.6 million. Its non-GAAP net income rose more than fivefold year over year to $23.3 million in the first quarter of 2022.\nThose numbers are impressive, but CrowdStrike still trades at about 350 times forward earnings and more than 40 times this year's sales. Therefore, this is another stock I won't buy unless the market crashes.","news_type":1,"symbols_score_info":{"TWLO":0.9,"SNOW":0.9,"CRWD":0.9}},"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":854214062,"gmtCreate":1635462730343,"gmtModify":1635462730521,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854214062","repostId":"2179291938","repostType":4,"isVote":1,"tweetType":1,"viewCount":2998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":121379055,"gmtCreate":1624455566177,"gmtModify":1631889871657,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>still holding and DCA-ing","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>still holding and DCA-ing","text":"$Alibaba(BABA)$still holding and DCA-ing","images":[{"img":"https://static.tigerbbs.com/b803feae62060fefd27b3326eaa13273","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121379055","isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":186234047,"gmtCreate":1623500538689,"gmtModify":1634032331409,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>semiconductor play for the next 2 yrs","listText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>semiconductor play for the next 2 yrs","text":"$Taiwan Semiconductor Manufacturing(TSM)$semiconductor play for the next 2 yrs","images":[{"img":"https://static.tigerbbs.com/66bef1704f729437d58e9b6eb6ba0302","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/186234047","isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":887285835,"gmtCreate":1632046202827,"gmtModify":1632803143261,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887285835","repostId":"1131470509","repostType":2,"repost":{"id":"1131470509","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":1631866862,"share":"https://www.laohu8.com/m/news/1131470509?lang=zh_CN&edition=full","pubTime":"2021-09-17 16:21","market":"us","language":"en","title":"EV stocks rose in premarket trading<blockquote>电动汽车股盘前交易上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131470509","media":"Tiger Newspress","summary":"EV stocks rose in premarket trading.Nio,Xpeng Motors,Li Auto,Lucid and Nikola shares climbed between","content":"<p>EV stocks rose in premarket trading.Nio,Xpeng Motors,Li Auto,Lucid&nbsp;and&nbsp;Nikola&nbsp;shares&nbsp;climbed between 1% and 6%.&nbsp;While&nbsp;Tesla&nbsp;stock&nbsp;fell&nbsp;slightly&nbsp;0.2%.</p><p><blockquote>电动汽车股在盘前交易中上涨。蔚来汽车、小鹏汽车、理想汽车、Lucid和Nikola股价上涨1%至6%。而特斯拉股价小幅下跌0.2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/05ac80f29f71e10a6a0bdb3b506e04a9\" tg-width=\"405\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks rose in premarket trading<blockquote>电动汽车股盘前交易上涨</blockquote></title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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 rose in premarket trading<blockquote>电动汽车股盘前交易上涨</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\">2021-09-17 16:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks rose in premarket trading.Nio,Xpeng Motors,Li Auto,Lucid&nbsp;and&nbsp;Nikola&nbsp;shares&nbsp;climbed between 1% and 6%.&nbsp;While&nbsp;Tesla&nbsp;stock&nbsp;fell&nbsp;slightly&nbsp;0.2%.</p><p><blockquote>电动汽车股在盘前交易中上涨。蔚来汽车、小鹏汽车、理想汽车、Lucid和Nikola股价上涨1%至6%。而特斯拉股价小幅下跌0.2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/05ac80f29f71e10a6a0bdb3b506e04a9\" tg-width=\"405\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","TSLA":"特斯拉","LCID":"Lucid Group Inc","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131470509","content_text":"EV stocks rose in premarket trading.Nio,Xpeng Motors,Li Auto,Lucid and Nikola shares climbed between 1% and 6%. While Tesla stock fell slightly 0.2%.","news_type":1,"symbols_score_info":{"LI":0.9,"NKLA":0.9,"NIO":0.9,"TSLA":0.9,"XPEV":0.9,"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":1691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150423581,"gmtCreate":1624925120543,"gmtModify":1631889871652,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150423581","repostId":"2147830104","repostType":4,"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120995614,"gmtCreate":1624291253638,"gmtModify":1631889871663,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"Hmmm. Interesting&nbsp;","listText":"Hmmm. Interesting&nbsp;","text":"Hmmm. Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/120995614","repostId":"2145084835","repostType":4,"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187730005,"gmtCreate":1623764081007,"gmtModify":1634028729314,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"Gg rd","listText":"Gg rd","text":"Gg rd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187730005","repostId":"1191245053","repostType":4,"repost":{"id":"1191245053","kind":"news","pubTimestamp":1623762167,"share":"https://www.laohu8.com/m/news/1191245053?lang=zh_CN&edition=full","pubTime":"2021-06-15 21:02","market":"us","language":"en","title":"Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets<blockquote>四女巫困境：周五2万亿美元伽马到期将如何影响市场</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191245053","media":"zerohedge","summary":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers .So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fis","content":"<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").</p><p><blockquote>上周，在讨论将VIX推至新冠大流行爆发以来的最低水平的市场夏季低迷时，我们表示，这段异常的市场平静期可能会持续到本周五的“四女巫”，届时大量的gamma和delta到期并去风险，在此过程中消除了股票的自然下行缓冲之一（请参阅“市场低迷随着下周五的Op-Ex而结束的4个原因”）。</blockquote></p><p> So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,<b>there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.</b></p><p><blockquote>因此，高盛内部衍生品专家洛基·菲什曼(Rocky Fishman)在谈到周五“可能影响市场的运营支出”的话题时，预览了即将到来的6月份到期，他称之为“规模很大——与典型的季度相当”。具体而言，<b>周五有1.8万亿美元的SPX期权到期，此外还有2400亿美元的SPDR标普500指数ETF期权以及2000亿美元的SPX和SPX E-mini期货期权。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/0d1ece116794c7f6523250fd682450e3\" tg-width=\"959\" tg-height=\"765\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Yet while these totals are massive,<b>when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.</b></p><p><blockquote>然而，尽管这些总数很大，<b>根据指数规模进行调整后，当前现货10%以内的到期期权数量比过去十年中的任何一个季度都要少。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/534b677774a92a59d4fe08f09359932b\" tg-width=\"500\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> It's worth noting that according to Goldman estimates that combos account<b>for 15-20% of SPX options,</b>so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.</p><p><blockquote>值得注意的是，根据高盛的估计，combos账户<b>对于15-20%的SPX期权，</b>因此，调整后的未平仓合约总额将达到1.5万亿美元，仍远高于即将到期的单一股票未平仓合约总额（7750亿美元）。此外，由于股市处于历史高位，预计6月份大部分未平仓合约均低于当前SPX现货价格。如下图所示，双峰在3900和4150。这意味着周五之后，在伽马被重新填充之前，这些点周围可能会有一定的“反”重力。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/adfcada2b0ef3f2ebbd684649a613043\" tg-width=\"936\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPX<b>realized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.</b></p><p><blockquote>这位高盛策略师随后解释了他认为低于已实现市场波动率的异常低水平的情况，并指出——正如我们上周讨论的——这与多头伽马头寸一致。考虑一下SPX<b>过去13个交易日的已实现波动率仅为5.1%，为2019年以来最低的13天已实现波动率。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/afffda1e07736784ad695d95a9936421\" tg-width=\"952\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> This contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.</p><p><blockquote>这与单一股票市场部分地区的极端波动形成鲜明对比；AMC上周是个股中合约量最高的（但名义交易量为70亿美元/天，远低于AMZN领先的1200亿美元/天），同期已实现成交量接近400%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/df2b7aeaadb37160a7eaf0ac08ba31de\" tg-width=\"1236\" tg-height=\"561\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Then, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees that<b>the extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"</b>Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:<u><b>the market will become much more volatile in a selloff.</b></u></p><p><blockquote>然后，正如野村证券的Charlie McElligott上周首次指出的那样，高盛的衍生品团队同意<b>极低的SPX已实现波动性与6月18日离开“华尔街”多头指数gamma的可能性是一致的，在这种情况下，Fishman呼应了我们上周所说的，即“一旦头寸变得更加干净，已实现波动性可能会回升。”</b>与此同时，VIX期货相对于SPX的贝塔值上升表明，投资者预计，如果市场抛售，空头伽马动态将会回升。翻译：<u><b>在抛售中，市场将变得更加波动。</b></u></blockquote></p><p> <img src=\"https://static.tigerbbs.com/76b01b8a05b70ec4f343626b1fad491b\" tg-width=\"931\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Meanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.</p><p><blockquote>与此同时，与最新的备忘录股票挤压保持一致，高盛还指出，虽然单一股票期权交易量仍然很高，但远低于第一季度的峰值。最近几周，由散户驱动的所有单一股票期权活动的很大比例以及散户活动的预测价值都提高了对单一股票期权市场的关注。近期单一股票期权活动的增长主要集中在低股价股票上，导致过去两周合约交易量大幅上涨，但名义交易量并未与之匹配。在根据股市规模调整名义成交量时，高盛发现过去两周单只股票成交量实际上一直处于2021年区间的低点，这意味着最新的上涨几乎没有伽马挤压成分。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9c6c3df49e3e5d1e4a7a0d9c24696e6a\" tg-width=\"1212\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> One final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.</p><p><blockquote>我们最近讨论的最后一点是高盛的观察，即短期SPX期权（每周）和远离季度的趋势仍在继续，这与散户参与交易的不断增加相一致。这也是周五SPX到期时间小于最近许多季度的原因之一，也是为什么随着到期时间的临近，其交易量一直在下降的原因之一。</blockquote></p><p> As Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,<b>the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,</b>and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"</p><p><blockquote>正如高盛所解释的那样，投资者越来越多地采用SPX到期的完整日历，包括每周一和周三的到期，因为他们围绕事件调整了自己的观点。事实上，<b>第三个周五到期的SPX期权交易量百分比处于历史最低点，</b>现在低于周一和周三到期的百分比。超短期交易量增加的一个解释是强劲的单一股票交易量：高盛提出了一个兴趣——“在某种程度上，做市商无法弥补散户投资者看涨期权买入产生的单一股票空头伽马，他们可能会积极交易超短期SPX指数期权的多头头寸，以抵消这种伽马。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd0e886a62a61c70b0f299bd6c032a24\" tg-width=\"954\" tg-height=\"1128\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Why is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.<b>Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!</b></p><p><blockquote>为什么这很重要？因为如果这种趋势足够大，它会直接导致低隐含和实现的相关性。<b>具有讽刺意味的是，通过增加单一名称“最受做空的名称”，散户投资者正在市场的其他部分迎来一段非正统的平静时期！</b></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQuad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets<blockquote>四女巫困境：周五2万亿美元伽马到期将如何影响市场</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-15 21:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").</p><p><blockquote>上周，在讨论将VIX推至新冠大流行爆发以来的最低水平的市场夏季低迷时，我们表示，这段异常的市场平静期可能会持续到本周五的“四女巫”，届时大量的gamma和delta到期并去风险，在此过程中消除了股票的自然下行缓冲之一（请参阅“市场低迷随着下周五的Op-Ex而结束的4个原因”）。</blockquote></p><p> So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,<b>there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.</b></p><p><blockquote>因此，高盛内部衍生品专家洛基·菲什曼(Rocky Fishman)在谈到周五“可能影响市场的运营支出”的话题时，预览了即将到来的6月份到期，他称之为“规模很大——与典型的季度相当”。具体而言，<b>周五有1.8万亿美元的SPX期权到期，此外还有2400亿美元的SPDR标普500指数ETF期权以及2000亿美元的SPX和SPX E-mini期货期权。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/0d1ece116794c7f6523250fd682450e3\" tg-width=\"959\" tg-height=\"765\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Yet while these totals are massive,<b>when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.</b></p><p><blockquote>然而，尽管这些总数很大，<b>根据指数规模进行调整后，当前现货10%以内的到期期权数量比过去十年中的任何一个季度都要少。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/534b677774a92a59d4fe08f09359932b\" tg-width=\"500\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> It's worth noting that according to Goldman estimates that combos account<b>for 15-20% of SPX options,</b>so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.</p><p><blockquote>值得注意的是，根据高盛的估计，combos账户<b>对于15-20%的SPX期权，</b>因此，调整后的未平仓合约总额将达到1.5万亿美元，仍远高于即将到期的单一股票未平仓合约总额（7750亿美元）。此外，由于股市处于历史高位，预计6月份大部分未平仓合约均低于当前SPX现货价格。如下图所示，双峰在3900和4150。这意味着周五之后，在伽马被重新填充之前，这些点周围可能会有一定的“反”重力。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/adfcada2b0ef3f2ebbd684649a613043\" tg-width=\"936\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPX<b>realized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.</b></p><p><blockquote>这位高盛策略师随后解释了他认为低于已实现市场波动率的异常低水平的情况，并指出——正如我们上周讨论的——这与多头伽马头寸一致。考虑一下SPX<b>过去13个交易日的已实现波动率仅为5.1%，为2019年以来最低的13天已实现波动率。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/afffda1e07736784ad695d95a9936421\" tg-width=\"952\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> This contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.</p><p><blockquote>这与单一股票市场部分地区的极端波动形成鲜明对比；AMC上周是个股中合约量最高的（但名义交易量为70亿美元/天，远低于AMZN领先的1200亿美元/天），同期已实现成交量接近400%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/df2b7aeaadb37160a7eaf0ac08ba31de\" tg-width=\"1236\" tg-height=\"561\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Then, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees that<b>the extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"</b>Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:<u><b>the market will become much more volatile in a selloff.</b></u></p><p><blockquote>然后，正如野村证券的Charlie McElligott上周首次指出的那样，高盛的衍生品团队同意<b>极低的SPX已实现波动性与6月18日离开“华尔街”多头指数gamma的可能性是一致的，在这种情况下，Fishman呼应了我们上周所说的，即“一旦头寸变得更加干净，已实现波动性可能会回升。”</b>与此同时，VIX期货相对于SPX的贝塔值上升表明，投资者预计，如果市场抛售，空头伽马动态将会回升。翻译：<u><b>在抛售中，市场将变得更加波动。</b></u></blockquote></p><p> <img src=\"https://static.tigerbbs.com/76b01b8a05b70ec4f343626b1fad491b\" tg-width=\"931\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Meanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.</p><p><blockquote>与此同时，与最新的备忘录股票挤压保持一致，高盛还指出，虽然单一股票期权交易量仍然很高，但远低于第一季度的峰值。最近几周，由散户驱动的所有单一股票期权活动的很大比例以及散户活动的预测价值都提高了对单一股票期权市场的关注。近期单一股票期权活动的增长主要集中在低股价股票上，导致过去两周合约交易量大幅上涨，但名义交易量并未与之匹配。在根据股市规模调整名义成交量时，高盛发现过去两周单只股票成交量实际上一直处于2021年区间的低点，这意味着最新的上涨几乎没有伽马挤压成分。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9c6c3df49e3e5d1e4a7a0d9c24696e6a\" tg-width=\"1212\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> One final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.</p><p><blockquote>我们最近讨论的最后一点是高盛的观察，即短期SPX期权（每周）和远离季度的趋势仍在继续，这与散户参与交易的不断增加相一致。这也是周五SPX到期时间小于最近许多季度的原因之一，也是为什么随着到期时间的临近，其交易量一直在下降的原因之一。</blockquote></p><p> As Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,<b>the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,</b>and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"</p><p><blockquote>正如高盛所解释的那样，投资者越来越多地采用SPX到期的完整日历，包括每周一和周三的到期，因为他们围绕事件调整了自己的观点。事实上，<b>第三个周五到期的SPX期权交易量百分比处于历史最低点，</b>现在低于周一和周三到期的百分比。超短期交易量增加的一个解释是强劲的单一股票交易量：高盛提出了一个兴趣——“在某种程度上，做市商无法弥补散户投资者看涨期权买入产生的单一股票空头伽马，他们可能会积极交易超短期SPX指数期权的多头头寸，以抵消这种伽马。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd0e886a62a61c70b0f299bd6c032a24\" tg-width=\"954\" tg-height=\"1128\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Why is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.<b>Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!</b></p><p><blockquote>为什么这很重要？因为如果这种趋势足够大，它会直接导致低隐含和实现的相关性。<b>具有讽刺意味的是，通过增加单一名称“最受做空的名称”，散户投资者正在市场的其他部分迎来一段非正统的平静时期！</b></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191245053","content_text":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").\nSo picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.\n\nYet while these totals are massive,when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.\n\nIt's worth noting that according to Goldman estimates that combos accountfor 15-20% of SPX options,so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.\n\nThe Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPXrealized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.\n\nThis contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.\n\nThen, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees thatthe extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:the market will become much more volatile in a selloff.\n\nMeanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.\n\nOne final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.\nAs Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"\n\nWhy is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132033810,"gmtCreate":1622043739830,"gmtModify":1631886774754,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ACTC\">$ACTC 20210618 17.5 PUT(ACTC)$</a>pocket change","listText":"<a href=\"https://laohu8.com/S/ACTC\">$ACTC 20210618 17.5 PUT(ACTC)$</a>pocket change","text":"$ACTC 20210618 17.5 PUT(ACTC)$pocket change","images":[{"img":"https://static.tigerbbs.com/85bacae34ca1c76f230fc0df4b15b3fc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/132033810","isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":886773395,"gmtCreate":1631628411217,"gmtModify":1631883588363,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>go go go","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>go go go","text":"$Alibaba(BABA)$go go go","images":[{"img":"https://static.tigerbbs.com/e38872d55f0d533700b8bc77972de007","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886773395","isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":813403553,"gmtCreate":1630222723772,"gmtModify":1704957228907,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"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/813403553","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","kind":"news","pubTimestamp":1630201285,"share":"https://www.laohu8.com/m/news/1129129956?lang=zh_CN&edition=full","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company  merger. In a race to disrupt residential ","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>  <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>  <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛，Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度，这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>（纳斯达克：OPEN）自通过特殊目的收购公司（SPAC）合并上市以来，三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中，Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间，市场尚未欣赏Opendoor的成就；该股较高点下跌超过50%。有三个重要线索表明，对于大胆的投资者来说，Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢，由多方处理，包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作，平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念，即房屋的买卖是数字化的，像Opendoor这样的公司直接与卖家合作，为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用，如代理商佣金。然后Opendoor在市场上转售房屋，并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后，竞争对手也开始提供iBuying服务，包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度（买卖数千套房屋需要大量资金）以及房地产市场的价格竞争力，这些公司都在竞相做大。随着公司买卖更多房屋，他们有能力通过利用外包承包商来节省资金来获得更多利润，并且随着交易数量的增加，其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据，Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋，比Zillow多53%，是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时，他们会公开介绍自己的业务，通常包括长期增长预测。大约一年前，即2020年9月，Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示，“……根据我们目前的进展，我们下半年的收入运行率有望超过2023年的目标，比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说，如果Opendoor按照目前的业务水平运营12个月，它将超过2023年预计的98亿美元收入。这是一个被忽视的点，因为如果Opendoor已经比其最初的增长曲线提前了两年，那么到2023年它会在哪里？当然，房地产市场下滑或其他事件可能会扰乱公司的增长速度，但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会？</h3>投资者忽略了这一强劲表现，而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说，经营业绩或收益如何并不重要；几个月来，股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊，而其他公司也严重未能实现上市前的预测。这些事件伤害了相关人员，投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期，市场最终可能会好转。当这种情况发生时，股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论，并假设Opendoor在2022年的销售额为100亿美元（换句话说，Opendoor在接下来的一年里停止增长并保持目前的速度），那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3，反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场，也是一个复杂的行业，因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是，如果该公司继续保持这样的表现，它将成为房地产未来的重要参与者。</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>This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</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\">\nThis Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</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\">2021-08-29 09:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>  <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>  <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛，Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度，这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>（纳斯达克：OPEN）自通过特殊目的收购公司（SPAC）合并上市以来，三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中，Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间，市场尚未欣赏Opendoor的成就；该股较高点下跌超过50%。有三个重要线索表明，对于大胆的投资者来说，Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢，由多方处理，包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作，平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念，即房屋的买卖是数字化的，像Opendoor这样的公司直接与卖家合作，为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用，如代理商佣金。然后Opendoor在市场上转售房屋，并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后，竞争对手也开始提供iBuying服务，包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度（买卖数千套房屋需要大量资金）以及房地产市场的价格竞争力，这些公司都在竞相做大。随着公司买卖更多房屋，他们有能力通过利用外包承包商来节省资金来获得更多利润，并且随着交易数量的增加，其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据，Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋，比Zillow多53%，是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时，他们会公开介绍自己的业务，通常包括长期增长预测。大约一年前，即2020年9月，Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示，“……根据我们目前的进展，我们下半年的收入运行率有望超过2023年的目标，比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说，如果Opendoor按照目前的业务水平运营12个月，它将超过2023年预计的98亿美元收入。这是一个被忽视的点，因为如果Opendoor已经比其最初的增长曲线提前了两年，那么到2023年它会在哪里？当然，房地产市场下滑或其他事件可能会扰乱公司的增长速度，但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会？</h3>投资者忽略了这一强劲表现，而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说，经营业绩或收益如何并不重要；几个月来，股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊，而其他公司也严重未能实现上市前的预测。这些事件伤害了相关人员，投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期，市场最终可能会好转。当这种情况发生时，股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论，并假设Opendoor在2022年的销售额为100亿美元（换句话说，Opendoor在接下来的一年里停止增长并保持目前的速度），那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3，反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场，也是一个复杂的行业，因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是，如果该公司继续保持这样的表现，它将成为房地产未来的重要参与者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">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":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1,"symbols_score_info":{"OPEN":0.9}},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161799136,"gmtCreate":1623939824125,"gmtModify":1634025567022,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>keep holding ....","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>keep holding ....","text":"$Alibaba(BABA)$keep holding ....","images":[{"img":"https://static.tigerbbs.com/5389cfb50d6578d9be4e930390638377","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161799136","isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":163328986,"gmtCreate":1623860101545,"gmtModify":1634026869475,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"Looks gd","listText":"Looks gd","text":"Looks gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163328986","repostId":"1148768572","repostType":2,"repost":{"id":"1148768572","kind":"news","pubTimestamp":1623822306,"share":"https://www.laohu8.com/m/news/1148768572?lang=zh_CN&edition=full","pubTime":"2021-06-16 13:45","market":"us","language":"en","title":"Wish Stock: Patient Investors Could Soon See $20 Again<blockquote>Wish股票：耐心的投资者很快就会再次看到20美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148768572","media":"seekingalpha","summary":"Summary\n\nWish (ContextLogic) remains one of the most underappreciated assets within e-commerce tradi","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Wish (ContextLogic) remains one of the most underappreciated assets within e-commerce trading at just 1.3x forward EV to Sales.</li>  <li>Wish's latest partnership with PrestaShop will further accelerate international expansion and growth initiatives.</li>  <li>While accurate data regarding its short interest is difficult to find as most of its float is still locked up, I estimate a short interest between 30-40%.</li>  <li>I believe bear arguments including high marketing spend and stalling user numbers are already baked in the current share price.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/983667978a1675a8b256d7b0478a876c\" tg-width=\"1536\" tg-height=\"934\" referrerpolicy=\"no-referrer\"><span>JuSun/iStock via Getty Images</span></p><p><blockquote><ul><li>Wish(ContextLogic)仍然是电子商务交易中最被低估的资产之一，其远期EV与销售额之比仅为1.3倍。</li><li>Wish与PrestaShop的最新合作伙伴关系将进一步加速国际扩张和增长计划。</li><li>虽然很难找到有关其空头利息的准确数据，因为其大部分流通量仍被锁定，但我估计空头利息在30-40%之间。</li><li>我相信，包括高额营销支出和用户数量停滞在内的看跌论点已经在当前股价中根深蒂固。</li></ul><p class=\"t-img-caption\"><span>JuSun/iStock来自Getty Images</span></p></blockquote></p><p> <b>Overview</b></p><p><blockquote><b>概述</b></blockquote></p><p> ContextLogic (WISH) has been a wild ride for shareholders, as high volatility continues to cause significant price movements in recent weeks. The e-commerce platform initially went public in December at $20 per share before surging to an all-time high of $32 in February due to a momentum-driven rally. That said, shares have steadily plunged ever since, hitting an all-time low of just $7 in June, but are now recovering swiftly after increased interest from the retail trading sector. Here, the stock is favored due to its high volatility, short interest, and enormous upside potential.</p><p><blockquote>ContextLogic(WISH)对股东来说是一段疯狂的旅程，因为最近几周高波动性继续导致价格大幅波动。该电子商务平台最初于12月以每股20美元的价格上市，随后由于势头驱动的反弹，在2月份飙升至32美元的历史高点。尽管如此，自那以后，股价稳步暴跌，在6月份触及仅7美元的历史低点，但在零售交易部门的兴趣增加后，现在正在迅速复苏。在这里，该股因其高波动性、空头兴趣和巨大的上涨潜力而受到青睐。</blockquote></p><p> In this context, I believe that the high short interest has increasingly pushed shares below fair value and that patient investors could soon see $20 or more again as the company is working through logistic challenges and will soon return to economies of scale. In this regard, the e-commerce platform has a unique value proposition and is well-positioned to gain market share in a $6 trillion e-commerce industry.</p><p><blockquote>在这种情况下，我认为高空头兴趣越来越多地将股价推至公允价值以下，耐心的投资者可能很快就会再次看到20美元或更多，因为该公司正在应对物流挑战，并将很快恢复规模经济。在这方面，该电子商务平台具有独特的价值主张，并处于有利地位，可以在6万亿美元的电子商务行业中获得市场份额。</blockquote></p><p> <b>The Digital Dollar Tree</b></p><p><blockquote><b>数字美元树</b></blockquote></p><p> Wish has been criticized heavily as an e-commerce platform, and I would almost argue that its image of being a third-party 'dropshipping' site for Chinese merchants has kept investors away from the stock so far. However, this may only be partially true. Essentially, Wish has inverted Amazon's(NASDAQ:AMZN)business model through low-priced (low-quality) products and sluggish delivery times that may lead to week-long delivery times. This is because Wish does not handle shipping itself, which is why it can offer these ultra-low prices of offering a hoodie for $2 plus $2 shipping.</p><p><blockquote>Wish作为一个电子商务平台受到了严厉批评，我几乎可以说，它作为中国商家第三方“直运”网站的形象让投资者迄今为止远离了该股。然而，这可能只是部分正确。从本质上讲，Wish通过低价（低质量）产品和缓慢的交付时间（可能导致长达一周的交付时间）扭转了亚马逊（纳斯达克：AMZN）的商业模式。这是因为Wish本身不处理运输，这就是为什么它可以提供这些超低价格，提供2美元加2美元运费的连帽衫。</blockquote></p><p> Frankly, Wish is still dependent on Chinese merchants, accounting for most of its product catalogs. This is unsurprising, considering that most goods are produced in China as the production costs are among the lowest in the world. Most of the goods being sold on Amazon or eBay(NASDAQ:EBAY)were also produced in China, although they earn a higher perception due to one-day delivery shipping programs or higher prices.</p><p><blockquote>坦率地说，Wish仍然依赖中国商家，占其产品目录的大部分。考虑到大多数商品都是在中国生产的，因为生产成本是世界上最低的之一，这并不奇怪。亚马逊或eBay（纳斯达克：eBay）上销售的大多数商品也是在中国生产的，尽管由于一日送达计划或更高的价格，它们获得了更高的认知度。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2bea733440e86851af57559c6a5fd6bd\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Now, I view Wish as the digital dollar tree, where online shoppers discover items that they want, not need. In the process, customers have more patience for products and are willing to wait longer for them to arrive. Wish is working towards addressing both of these issues (quality and merchant diversification) as its platform is gaining popularity. Here, it has been investing in logistics to offer quicker delivery, demonstrated by a 275% YoY increase in logistics revenue. Since these revenues provide low margins, its overall gross margins have decreased in accordance. However, once it achieves economies of scale in the segment, margin growth should reverse and trail back towards 70%.</p><p><blockquote>现在，我将Wish视为数字美元树，在线购物者在这里发现他们想要而不是需要的商品。在这个过程中，客户对产品更有耐心，愿意等待更长时间才能到货。随着其平台越来越受欢迎，Wish正在努力解决这两个问题（质量和商家多元化）。在这里，它一直在投资物流以提供更快的交付，物流收入同比增长275%就证明了这一点。由于这些收入的利润率较低，其整体毛利率也相应下降。然而，一旦该领域实现规模经济，利润率增长应该会逆转并回落至70%。</blockquote></p><p> It is also addressing the second issue by continuously growing its international merchant base. Here, U.S. merchants increased by over 400% YoY, and a similar trend is to be seen in other countries. Moreover, it is growing Wish Local, a service connecting local businesses to the platform, accounting for 7% of all Wish orders. Wish local is mostly (or exclusively) available in the United States and thus increasingly mixes with other products on the website.</p><p><blockquote>它还通过不断扩大其国际商户基础来解决第二个问题。在这里，美国商家同比增长超过400%，在其他国家也可以看到类似的趋势。此外，它正在增长Wish Local，这是一项将本地企业与平台连接起来的服务，占所有Wish订单的7%。Wish local主要（或专门）在美国销售，因此越来越多地与网站上的其他产品混合在一起。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09eb88453d075db6b7b8edd21f981b4a\" tg-width=\"640\" tg-height=\"381\"><span>Source: Sensor Tower</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：传感器塔</span></p></blockquote></p><p> I also like Wish's strategy to engage and retain users by utilizing an AI matching system that optimizes platform growth, user experience, and merchant return on investment. The strategy to create an interactive mobile shopping experience appears to be working well: Impressively, Wish gets over500,000reviews per day from users, surpassing even Amazon and other shopping sites in this regard, demonstrating just about how engaging the platform is. Around 80% of first-time shoppersreturnto buy again.</p><p><blockquote>我还喜欢Wish通过利用人工智能匹配系统来吸引和留住用户的策略，该系统可以优化平台增长、用户体验和商家投资回报。创造互动移动购物体验的策略似乎运作良好：令人印象深刻的是，Wish每天从用户那里获得超过50万条评论，在这方面甚至超过了亚马逊和其他购物网站，展示了该平台的吸引力。大约80%的首次购物者会再次购买。</blockquote></p><p></p><p> Wish is, therefore, able to establish itself in the highly competitive E-commerce market that offers a tremendous runway for growth. Currently, around 40% of the E-commerce market share is owned just by Amazon. Compared to Amazon, its TAM may be limited as it concentrates on its lower-income niche, which is how it became popular in the first place. Still, this represents a +$3 trillion market opportunity for Wish to tap into. It is also worth noting that according toreports, Amazon tried to acquire Wish for $10 billion, yet Wish rejected, believing growing the business to $100 billion in annual sales, at which point it would be valued significantly higher.</p><p><blockquote>因此，Wish能够在竞争激烈的电子商务市场中站稳脚跟，为其提供了巨大的增长空间。目前，大约40%的电子商务市场份额仅由亚马逊拥有。与亚马逊相比，其TAM可能有限，因为它专注于低收入利基市场，这也是它最初受欢迎的原因。尽管如此，这仍为Wish提供了超过3万亿美元的市场机会。还值得注意的是，据报道，亚马逊试图以100亿美元收购Wish，但Wish拒绝了，认为该业务的年销售额将增长到1000亿美元，届时其估值将明显更高。</blockquote></p><p> <b>Negative Sentiment Baked In</b></p><p><blockquote><b>负面情绪根深蒂固</b></blockquote></p><p> Wish's first two quarters have been slightly disappointing. While the company handily beat revenue estimates, the company burned through over $300 million in cash in order to invest in logistics. More importantly, however, is the fact that MAUs have dropped steadily, which the company blames on de-de-emphasizing advertising and customer acquisition as the company worked through logistics challenges it faced earlier in the year.</p><p><blockquote>Wish的前两个季度有点令人失望。虽然该公司轻松超出了收入预期，但为了投资物流，该公司消耗了超过3亿美元的现金。然而，更重要的是，月活跃用户数稳步下降，该公司将此归咎于该公司在应对今年早些时候面临的物流挑战时不再重视广告和客户获取。</blockquote></p><p> <table>  <tbody>   <tr>    <td>Year</td>    <td>2020</td>    <td>2019</td>    <td>2018</td>   </tr>   <tr>    <td>Revenue</td>    <td>$2.54B</td>    <td>$1.9B</td>    <td>$1.73B</td>   </tr>   <tr>    <td>Gross Profit</td>    <td>$1.59B</td>    <td>$1.46B</td>    <td>$1.45B</td>   </tr>   <tr>    <td><b>Sales and Marketing</b></td>    <td><b>$1.71B (+17%)</b></td>    <td><b>$1.46B (-7%)</b></td>    <td><b>$1.57B</b></td>   </tr>   <tr>    <td>MAUs</td>    <td>107M (+19%)</td>    <td>90M (+10%)</p><p><blockquote><table><tbody><tr><td>年</td><td>2020</td><td>2019</td><td>2018</td></tr><tr><td>收入</td><td>$2.54 B</td><td>19亿美元</td><td>$1.73 B</td></tr><tr><td>毛利</td><td>$1.59 B</td><td>$1.46 B</td><td>$1.45 B</td></tr><tr><td><b>销售及市场推广</b></td><td><b>$17.1亿(+17%)</b></td><td><b>$1.46 B(-7%)</b></td><td><b>$1.57 B</b></td></tr><tr><td>老鼠</td><td>1.07亿(+19%)</td><td>9000万(+10%)</td></tr></tbody></table></blockquote></p><p></td>    <td>82M</td>   </tr>   <tr>    <td><b>Active Buyers</b></td>    <td><b>64M (+3%)</b></td>    <td><b>62M (-3%)</b></td>    <td><b>64M</b></td>   </tr>  </tbody> </table> *Growth (Year-over-Year)</p><p><blockquote><td>82M</td><tr><td><b>活跃买家</b></td><td><b>6400万(+3%)</b></td><td><b>6200万(-3%)</b></td><td><b>64M</b></td></tr>*增长（同比）</blockquote></p><p> The largest bear argument against Wish is its high marketing expenses, which account for 60% of its total revenues and over 100% of its gross profits. This is totally fine unless it grows its active buyers through marketing, which unfortunately has not been the case. This is a red flag and questions the long-term sustainability of Wish's business model. However, the company has been close to being cash flow positive, and it stated it already would be profitable if it weren't for its extensive marketing expense. That said, as long as Wish acquires new MAUs and increases value through logistic services, its marketing expenses pay off in the long run. Moreover, as a percentage of total revenues, Wish's marketing expenses have dropped to 60%, down from 67% in the year prior.</p><p><blockquote>Wish最大的看跌理由是其高昂的营销费用，占其总收入的60%和毛利润的100%以上。这完全没问题，除非它通过营销增加活跃买家，不幸的是事实并非如此。这是一个危险信号，并质疑Wish商业模式的长期可持续性。然而，该公司一直接近正现金流，并表示如果不是因为其大量的营销费用，它已经实现了盈利。也就是说，只要Wish获得新的月活跃用户并通过物流服务增加价值，从长远来看，其营销费用就会得到回报。此外，Wish的营销费用占总收入的比例已从上年的67%降至60%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e18c23728274ee708d896923820b282\" tg-width=\"635\" tg-height=\"278\"><span>Source: Wish IR</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Wish IR</span></p></blockquote></p><p> In terms of the outlook, this is what the company is essentially stressing. It believes marketing expenses can decrease to 40-45%, leading to EBITDA margins of 25% at the midpoint range. If it achieves these ambitious goals (which is very well possible), its profitability margins would be similar to those of eBay or MercadoLibre(NASDAQ:MELI). In either way, Wish's business model is not perfect, but all these concerns are more than baked in its current valuation, IMO (In My Opinion).</p><p><blockquote>就前景而言，这就是该公司本质上强调的。它相信营销费用可以降低到40-45%，从而使EBITDA利润率达到25%的中点范围。如果它实现了这些雄心勃勃的目标（这很有可能），其利润率将与eBay或MercadoLibre（纳斯达克：MELI）相似。不管怎样，Wish的商业模式并不完美，但在我看来（在我看来），所有这些担忧都不仅仅体现在其当前的估值中。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54029f94c37f301d26e93a11636280e7\" tg-width=\"635\" tg-height=\"470\"><span>Data byYCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Even after the latest +50% rise, shares are still trailing far behind peers such as Poshmark(NASDAQ:POSH), eBay, Amazon, and (Shopify(NYSE:SHOP)). At over $3 billion estimated revenues, Wish is trading at just 1.8x Price to Sales, just half of eBay's current valuation and much lower than Poshmark. Current estimates are calling for over $6 billion in revenues by 2025 and $1 billion in free cash flow, meaning that Wish trades at just 7x free cash flow estimates, or 1 times sales. In early 2021, its P/S ratio stood closer to 5x, so there is potential for a valuation expansion.</p><p><blockquote>即使在最近上涨了50%以上之后，股价仍然远远落后于Poshmark（纳斯达克股票代码：POSH）、eBay、Amazon和（Shopify（纽约证券交易所股票代码：SHOP））等同行。Wish的预计收入超过30亿美元，其市销率仅为1.8倍，仅为eBay当前估值的一半，远低于Poshmark。目前的估计是，到2025年，收入将超过60亿美元，自由现金流将达到10亿美元，这意味着Wish的交易价格仅为自由现金流估计的7倍，即销售额的1倍。2021年初，其市盈率接近5倍，估值存在扩张潜力。</blockquote></p><p> <b>What about the Lawsuits?</b></p><p><blockquote><b>诉讼呢？</b></blockquote></p><p> Perhaps you've seen the news (especially on Yahoo Finance) regarding the class actionlawsuits. These lawsuits are extensively posted to remind investors of recovering incurred losses after its share price dropped in recent months. Such lawsuits are not unusual when stocks drop sharply in a short period of time and are likely of no concern to investors. These lawsuits have also included companies such asCloverHealth(NASDAQ:CLOV), Skillz(NYSE:SKLZ), Array Technologies(NASDAQ:ARRY), etc.</p><p><blockquote>也许你已经看过关于集体诉讼的新闻（尤其是在雅虎财经上）。这些诉讼被广泛发布，以提醒投资者在近几个月股价下跌后挽回损失。当股票在短时间内大幅下跌并且投资者可能不关心时，此类诉讼并不罕见。这些诉讼还包括CloverHealth（纳斯达克：CLOV）、Skillz（纽约证券交易所：SKLZ）、Array Technologies（纳斯达克：ARRY）等公司。</blockquote></p><p> Short Interest - Still High</p><p><blockquote>空头利息——仍然很高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/875b3fdaf74f1ef639b51d77a3aac01f\" tg-width=\"640\" tg-height=\"360\"><span>Source: Fintel</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Fintel</span></p></blockquote></p><p></p><p> Wish has gained significant attraction from retail investors, as investors were looking for the next big short squeeze. Since most of Wish's shares have still been locked up, its exact short ratio was difficult to estimate. According to Seeking Alpha, the current short ratio stands at just 7%, but the figure is likely higher. Last week, its short interest as a percent of its equity float stood at roughly 48%, according to Bloomberg Terminal data. Other sources such as Fintel pin the current short volume at 20-30%. Now, it's difficult to give an exact estimate, but generally speaking, it's probably somewhere within this range, and many short calls are still to be covered. In the long term, the high-short interest could be an advantage, leading to a quicker acceleration if the stock begins trending upwards.</p><p><blockquote>Wish已经获得了散户投资者的巨大吸引力，因为投资者正在寻找下一次大的轧空。由于Wish的大部分股票仍被锁定，其确切的做空比率很难估计。根据Seeking Alpha的数据，目前的空头比率仅为7%，但这个数字可能会更高。根据彭博终端数据，上周其空头权益占其流通股的百分比约为48%。Fintel等其他消息来源将当前的空头量确定为20-30%。现在，很难给出一个确切的估计，但总体来说，很可能在这个范围内的某个地方，许多空头评级仍有待回补。从长远来看，高空头兴趣可能是一个优势，如果股票开始呈上升趋势，就会导致更快的加速。</blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> I believe that Wish remains one of the most underappreciated assets within e-commerce, boasting over 100 million monthly users on its platform and connecting thousands of merchants from all over the world. The mobile shopping app continues to be one of the top downloaded shopping apps in the space and has a unique value proposition, which is smarter than it appears at first sight. Moreover, its latestpartnershipwith PrestaShop will give over 300,000 merchants free access to a direct integration that connects them directly to Wish's merchant dashboard, further driving growth. While there are risks to Wish's imperfect business model, such as lagging profitability, patient investors could be rewarded mightily.</p><p><blockquote>我相信Wish仍然是电子商务中最被低估的资产之一，其平台上拥有超过1亿的月用户，并连接了来自世界各地的数千家商家。移动购物应用程序仍然是该领域下载量最高的购物应用程序之一，并具有独特的价值主张，比乍一看更智能。此外，其与PrestaShop的最新合作伙伴关系将为超过300,000家商家提供免费的直接集成，将他们直接连接到Wish的商家仪表板，从而进一步推动增长。尽管Wish不完善的商业模式存在盈利能力滞后等风险，但耐心的投资者可能会获得丰厚的回报。</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>Wish Stock: Patient Investors Could Soon See $20 Again<blockquote>Wish股票：耐心的投资者很快就会再次看到20美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWish Stock: Patient Investors Could Soon See $20 Again<blockquote>Wish股票：耐心的投资者很快就会再次看到20美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-16 13:45</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>Wish (ContextLogic) remains one of the most underappreciated assets within e-commerce trading at just 1.3x forward EV to Sales.</li>  <li>Wish's latest partnership with PrestaShop will further accelerate international expansion and growth initiatives.</li>  <li>While accurate data regarding its short interest is difficult to find as most of its float is still locked up, I estimate a short interest between 30-40%.</li>  <li>I believe bear arguments including high marketing spend and stalling user numbers are already baked in the current share price.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/983667978a1675a8b256d7b0478a876c\" tg-width=\"1536\" tg-height=\"934\" referrerpolicy=\"no-referrer\"><span>JuSun/iStock via Getty Images</span></p><p><blockquote><ul><li>Wish(ContextLogic)仍然是电子商务交易中最被低估的资产之一，其远期EV与销售额之比仅为1.3倍。</li><li>Wish与PrestaShop的最新合作伙伴关系将进一步加速国际扩张和增长计划。</li><li>虽然很难找到有关其空头利息的准确数据，因为其大部分流通量仍被锁定，但我估计空头利息在30-40%之间。</li><li>我相信，包括高额营销支出和用户数量停滞在内的看跌论点已经在当前股价中根深蒂固。</li></ul><p class=\"t-img-caption\"><span>JuSun/iStock来自Getty Images</span></p></blockquote></p><p> <b>Overview</b></p><p><blockquote><b>概述</b></blockquote></p><p> ContextLogic (WISH) has been a wild ride for shareholders, as high volatility continues to cause significant price movements in recent weeks. The e-commerce platform initially went public in December at $20 per share before surging to an all-time high of $32 in February due to a momentum-driven rally. That said, shares have steadily plunged ever since, hitting an all-time low of just $7 in June, but are now recovering swiftly after increased interest from the retail trading sector. Here, the stock is favored due to its high volatility, short interest, and enormous upside potential.</p><p><blockquote>ContextLogic(WISH)对股东来说是一段疯狂的旅程，因为最近几周高波动性继续导致价格大幅波动。该电子商务平台最初于12月以每股20美元的价格上市，随后由于势头驱动的反弹，在2月份飙升至32美元的历史高点。尽管如此，自那以后，股价稳步暴跌，在6月份触及仅7美元的历史低点，但在零售交易部门的兴趣增加后，现在正在迅速复苏。在这里，该股因其高波动性、空头兴趣和巨大的上涨潜力而受到青睐。</blockquote></p><p> In this context, I believe that the high short interest has increasingly pushed shares below fair value and that patient investors could soon see $20 or more again as the company is working through logistic challenges and will soon return to economies of scale. In this regard, the e-commerce platform has a unique value proposition and is well-positioned to gain market share in a $6 trillion e-commerce industry.</p><p><blockquote>在这种情况下，我认为高空头兴趣越来越多地将股价推至公允价值以下，耐心的投资者可能很快就会再次看到20美元或更多，因为该公司正在应对物流挑战，并将很快恢复规模经济。在这方面，该电子商务平台具有独特的价值主张，并处于有利地位，可以在6万亿美元的电子商务行业中获得市场份额。</blockquote></p><p> <b>The Digital Dollar Tree</b></p><p><blockquote><b>数字美元树</b></blockquote></p><p> Wish has been criticized heavily as an e-commerce platform, and I would almost argue that its image of being a third-party 'dropshipping' site for Chinese merchants has kept investors away from the stock so far. However, this may only be partially true. Essentially, Wish has inverted Amazon's(NASDAQ:AMZN)business model through low-priced (low-quality) products and sluggish delivery times that may lead to week-long delivery times. This is because Wish does not handle shipping itself, which is why it can offer these ultra-low prices of offering a hoodie for $2 plus $2 shipping.</p><p><blockquote>Wish作为一个电子商务平台受到了严厉批评，我几乎可以说，它作为中国商家第三方“直运”网站的形象让投资者迄今为止远离了该股。然而，这可能只是部分正确。从本质上讲，Wish通过低价（低质量）产品和缓慢的交付时间（可能导致长达一周的交付时间）扭转了亚马逊（纳斯达克：AMZN）的商业模式。这是因为Wish本身不处理运输，这就是为什么它可以提供这些超低价格，提供2美元加2美元运费的连帽衫。</blockquote></p><p> Frankly, Wish is still dependent on Chinese merchants, accounting for most of its product catalogs. This is unsurprising, considering that most goods are produced in China as the production costs are among the lowest in the world. Most of the goods being sold on Amazon or eBay(NASDAQ:EBAY)were also produced in China, although they earn a higher perception due to one-day delivery shipping programs or higher prices.</p><p><blockquote>坦率地说，Wish仍然依赖中国商家，占其产品目录的大部分。考虑到大多数商品都是在中国生产的，因为生产成本是世界上最低的之一，这并不奇怪。亚马逊或eBay（纳斯达克：eBay）上销售的大多数商品也是在中国生产的，尽管由于一日送达计划或更高的价格，它们获得了更高的认知度。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2bea733440e86851af57559c6a5fd6bd\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Now, I view Wish as the digital dollar tree, where online shoppers discover items that they want, not need. In the process, customers have more patience for products and are willing to wait longer for them to arrive. Wish is working towards addressing both of these issues (quality and merchant diversification) as its platform is gaining popularity. Here, it has been investing in logistics to offer quicker delivery, demonstrated by a 275% YoY increase in logistics revenue. Since these revenues provide low margins, its overall gross margins have decreased in accordance. However, once it achieves economies of scale in the segment, margin growth should reverse and trail back towards 70%.</p><p><blockquote>现在，我将Wish视为数字美元树，在线购物者在这里发现他们想要而不是需要的商品。在这个过程中，客户对产品更有耐心，愿意等待更长时间才能到货。随着其平台越来越受欢迎，Wish正在努力解决这两个问题（质量和商家多元化）。在这里，它一直在投资物流以提供更快的交付，物流收入同比增长275%就证明了这一点。由于这些收入的利润率较低，其整体毛利率也相应下降。然而，一旦该领域实现规模经济，利润率增长应该会逆转并回落至70%。</blockquote></p><p> It is also addressing the second issue by continuously growing its international merchant base. Here, U.S. merchants increased by over 400% YoY, and a similar trend is to be seen in other countries. Moreover, it is growing Wish Local, a service connecting local businesses to the platform, accounting for 7% of all Wish orders. Wish local is mostly (or exclusively) available in the United States and thus increasingly mixes with other products on the website.</p><p><blockquote>它还通过不断扩大其国际商户基础来解决第二个问题。在这里，美国商家同比增长超过400%，在其他国家也可以看到类似的趋势。此外，它正在增长Wish Local，这是一项将本地企业与平台连接起来的服务，占所有Wish订单的7%。Wish local主要（或专门）在美国销售，因此越来越多地与网站上的其他产品混合在一起。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09eb88453d075db6b7b8edd21f981b4a\" tg-width=\"640\" tg-height=\"381\"><span>Source: Sensor Tower</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：传感器塔</span></p></blockquote></p><p> I also like Wish's strategy to engage and retain users by utilizing an AI matching system that optimizes platform growth, user experience, and merchant return on investment. The strategy to create an interactive mobile shopping experience appears to be working well: Impressively, Wish gets over500,000reviews per day from users, surpassing even Amazon and other shopping sites in this regard, demonstrating just about how engaging the platform is. Around 80% of first-time shoppersreturnto buy again.</p><p><blockquote>我还喜欢Wish通过利用人工智能匹配系统来吸引和留住用户的策略，该系统可以优化平台增长、用户体验和商家投资回报。创造互动移动购物体验的策略似乎运作良好：令人印象深刻的是，Wish每天从用户那里获得超过50万条评论，在这方面甚至超过了亚马逊和其他购物网站，展示了该平台的吸引力。大约80%的首次购物者会再次购买。</blockquote></p><p></p><p> Wish is, therefore, able to establish itself in the highly competitive E-commerce market that offers a tremendous runway for growth. Currently, around 40% of the E-commerce market share is owned just by Amazon. Compared to Amazon, its TAM may be limited as it concentrates on its lower-income niche, which is how it became popular in the first place. Still, this represents a +$3 trillion market opportunity for Wish to tap into. It is also worth noting that according toreports, Amazon tried to acquire Wish for $10 billion, yet Wish rejected, believing growing the business to $100 billion in annual sales, at which point it would be valued significantly higher.</p><p><blockquote>因此，Wish能够在竞争激烈的电子商务市场中站稳脚跟，为其提供了巨大的增长空间。目前，大约40%的电子商务市场份额仅由亚马逊拥有。与亚马逊相比，其TAM可能有限，因为它专注于低收入利基市场，这也是它最初受欢迎的原因。尽管如此，这仍为Wish提供了超过3万亿美元的市场机会。还值得注意的是，据报道，亚马逊试图以100亿美元收购Wish，但Wish拒绝了，认为该业务的年销售额将增长到1000亿美元，届时其估值将明显更高。</blockquote></p><p> <b>Negative Sentiment Baked In</b></p><p><blockquote><b>负面情绪根深蒂固</b></blockquote></p><p> Wish's first two quarters have been slightly disappointing. While the company handily beat revenue estimates, the company burned through over $300 million in cash in order to invest in logistics. More importantly, however, is the fact that MAUs have dropped steadily, which the company blames on de-de-emphasizing advertising and customer acquisition as the company worked through logistics challenges it faced earlier in the year.</p><p><blockquote>Wish的前两个季度有点令人失望。虽然该公司轻松超出了收入预期，但为了投资物流，该公司消耗了超过3亿美元的现金。然而，更重要的是，月活跃用户数稳步下降，该公司将此归咎于该公司在应对今年早些时候面临的物流挑战时不再重视广告和客户获取。</blockquote></p><p> <table>  <tbody>   <tr>    <td>Year</td>    <td>2020</td>    <td>2019</td>    <td>2018</td>   </tr>   <tr>    <td>Revenue</td>    <td>$2.54B</td>    <td>$1.9B</td>    <td>$1.73B</td>   </tr>   <tr>    <td>Gross Profit</td>    <td>$1.59B</td>    <td>$1.46B</td>    <td>$1.45B</td>   </tr>   <tr>    <td><b>Sales and Marketing</b></td>    <td><b>$1.71B (+17%)</b></td>    <td><b>$1.46B (-7%)</b></td>    <td><b>$1.57B</b></td>   </tr>   <tr>    <td>MAUs</td>    <td>107M (+19%)</td>    <td>90M (+10%)</p><p><blockquote><table><tbody><tr><td>年</td><td>2020</td><td>2019</td><td>2018</td></tr><tr><td>收入</td><td>$2.54 B</td><td>19亿美元</td><td>$1.73 B</td></tr><tr><td>毛利</td><td>$1.59 B</td><td>$1.46 B</td><td>$1.45 B</td></tr><tr><td><b>销售及市场推广</b></td><td><b>$17.1亿(+17%)</b></td><td><b>$1.46 B(-7%)</b></td><td><b>$1.57 B</b></td></tr><tr><td>老鼠</td><td>1.07亿(+19%)</td><td>9000万(+10%)</td></tr></tbody></table></blockquote></p><p></td>    <td>82M</td>   </tr>   <tr>    <td><b>Active Buyers</b></td>    <td><b>64M (+3%)</b></td>    <td><b>62M (-3%)</b></td>    <td><b>64M</b></td>   </tr>  </tbody> </table> *Growth (Year-over-Year)</p><p><blockquote><td>82M</td><tr><td><b>活跃买家</b></td><td><b>6400万(+3%)</b></td><td><b>6200万(-3%)</b></td><td><b>64M</b></td></tr>*增长（同比）</blockquote></p><p> The largest bear argument against Wish is its high marketing expenses, which account for 60% of its total revenues and over 100% of its gross profits. This is totally fine unless it grows its active buyers through marketing, which unfortunately has not been the case. This is a red flag and questions the long-term sustainability of Wish's business model. However, the company has been close to being cash flow positive, and it stated it already would be profitable if it weren't for its extensive marketing expense. That said, as long as Wish acquires new MAUs and increases value through logistic services, its marketing expenses pay off in the long run. Moreover, as a percentage of total revenues, Wish's marketing expenses have dropped to 60%, down from 67% in the year prior.</p><p><blockquote>Wish最大的看跌理由是其高昂的营销费用，占其总收入的60%和毛利润的100%以上。这完全没问题，除非它通过营销增加活跃买家，不幸的是事实并非如此。这是一个危险信号，并质疑Wish商业模式的长期可持续性。然而，该公司一直接近正现金流，并表示如果不是因为其大量的营销费用，它已经实现了盈利。也就是说，只要Wish获得新的月活跃用户并通过物流服务增加价值，从长远来看，其营销费用就会得到回报。此外，Wish的营销费用占总收入的比例已从上年的67%降至60%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e18c23728274ee708d896923820b282\" tg-width=\"635\" tg-height=\"278\"><span>Source: Wish IR</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Wish IR</span></p></blockquote></p><p> In terms of the outlook, this is what the company is essentially stressing. It believes marketing expenses can decrease to 40-45%, leading to EBITDA margins of 25% at the midpoint range. If it achieves these ambitious goals (which is very well possible), its profitability margins would be similar to those of eBay or MercadoLibre(NASDAQ:MELI). In either way, Wish's business model is not perfect, but all these concerns are more than baked in its current valuation, IMO (In My Opinion).</p><p><blockquote>就前景而言，这就是该公司本质上强调的。它相信营销费用可以降低到40-45%，从而使EBITDA利润率达到25%的中点范围。如果它实现了这些雄心勃勃的目标（这很有可能），其利润率将与eBay或MercadoLibre（纳斯达克：MELI）相似。不管怎样，Wish的商业模式并不完美，但在我看来（在我看来），所有这些担忧都不仅仅体现在其当前的估值中。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54029f94c37f301d26e93a11636280e7\" tg-width=\"635\" tg-height=\"470\"><span>Data byYCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Even after the latest +50% rise, shares are still trailing far behind peers such as Poshmark(NASDAQ:POSH), eBay, Amazon, and (Shopify(NYSE:SHOP)). At over $3 billion estimated revenues, Wish is trading at just 1.8x Price to Sales, just half of eBay's current valuation and much lower than Poshmark. Current estimates are calling for over $6 billion in revenues by 2025 and $1 billion in free cash flow, meaning that Wish trades at just 7x free cash flow estimates, or 1 times sales. In early 2021, its P/S ratio stood closer to 5x, so there is potential for a valuation expansion.</p><p><blockquote>即使在最近上涨了50%以上之后，股价仍然远远落后于Poshmark（纳斯达克股票代码：POSH）、eBay、Amazon和（Shopify（纽约证券交易所股票代码：SHOP））等同行。Wish的预计收入超过30亿美元，其市销率仅为1.8倍，仅为eBay当前估值的一半，远低于Poshmark。目前的估计是，到2025年，收入将超过60亿美元，自由现金流将达到10亿美元，这意味着Wish的交易价格仅为自由现金流估计的7倍，即销售额的1倍。2021年初，其市盈率接近5倍，估值存在扩张潜力。</blockquote></p><p> <b>What about the Lawsuits?</b></p><p><blockquote><b>诉讼呢？</b></blockquote></p><p> Perhaps you've seen the news (especially on Yahoo Finance) regarding the class actionlawsuits. These lawsuits are extensively posted to remind investors of recovering incurred losses after its share price dropped in recent months. Such lawsuits are not unusual when stocks drop sharply in a short period of time and are likely of no concern to investors. These lawsuits have also included companies such asCloverHealth(NASDAQ:CLOV), Skillz(NYSE:SKLZ), Array Technologies(NASDAQ:ARRY), etc.</p><p><blockquote>也许你已经看过关于集体诉讼的新闻（尤其是在雅虎财经上）。这些诉讼被广泛发布，以提醒投资者在近几个月股价下跌后挽回损失。当股票在短时间内大幅下跌并且投资者可能不关心时，此类诉讼并不罕见。这些诉讼还包括CloverHealth（纳斯达克：CLOV）、Skillz（纽约证券交易所：SKLZ）、Array Technologies（纳斯达克：ARRY）等公司。</blockquote></p><p> Short Interest - Still High</p><p><blockquote>空头利息——仍然很高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/875b3fdaf74f1ef639b51d77a3aac01f\" tg-width=\"640\" tg-height=\"360\"><span>Source: Fintel</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Fintel</span></p></blockquote></p><p></p><p> Wish has gained significant attraction from retail investors, as investors were looking for the next big short squeeze. Since most of Wish's shares have still been locked up, its exact short ratio was difficult to estimate. According to Seeking Alpha, the current short ratio stands at just 7%, but the figure is likely higher. Last week, its short interest as a percent of its equity float stood at roughly 48%, according to Bloomberg Terminal data. Other sources such as Fintel pin the current short volume at 20-30%. Now, it's difficult to give an exact estimate, but generally speaking, it's probably somewhere within this range, and many short calls are still to be covered. In the long term, the high-short interest could be an advantage, leading to a quicker acceleration if the stock begins trending upwards.</p><p><blockquote>Wish已经获得了散户投资者的巨大吸引力，因为投资者正在寻找下一次大的轧空。由于Wish的大部分股票仍被锁定，其确切的做空比率很难估计。根据Seeking Alpha的数据，目前的空头比率仅为7%，但这个数字可能会更高。根据彭博终端数据，上周其空头权益占其流通股的百分比约为48%。Fintel等其他消息来源将当前的空头量确定为20-30%。现在，很难给出一个确切的估计，但总体来说，很可能在这个范围内的某个地方，许多空头评级仍有待回补。从长远来看，高空头兴趣可能是一个优势，如果股票开始呈上升趋势，就会导致更快的加速。</blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> I believe that Wish remains one of the most underappreciated assets within e-commerce, boasting over 100 million monthly users on its platform and connecting thousands of merchants from all over the world. The mobile shopping app continues to be one of the top downloaded shopping apps in the space and has a unique value proposition, which is smarter than it appears at first sight. Moreover, its latestpartnershipwith PrestaShop will give over 300,000 merchants free access to a direct integration that connects them directly to Wish's merchant dashboard, further driving growth. While there are risks to Wish's imperfect business model, such as lagging profitability, patient investors could be rewarded mightily.</p><p><blockquote>我相信Wish仍然是电子商务中最被低估的资产之一，其平台上拥有超过1亿的月用户，并连接了来自世界各地的数千家商家。移动购物应用程序仍然是该领域下载量最高的购物应用程序之一，并具有独特的价值主张，比乍一看更智能。此外，其与PrestaShop的最新合作伙伴关系将为超过300,000家商家提供免费的直接集成，将他们直接连接到Wish的商家仪表板，从而进一步推动增长。尽管Wish不完善的商业模式存在盈利能力滞后等风险，但耐心的投资者可能会获得丰厚的回报。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4434950-wish-stock-patient-investors-could-soon-see-20-again\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4434950-wish-stock-patient-investors-could-soon-see-20-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148768572","content_text":"Summary\n\nWish (ContextLogic) remains one of the most underappreciated assets within e-commerce trading at just 1.3x forward EV to Sales.\nWish's latest partnership with PrestaShop will further accelerate international expansion and growth initiatives.\nWhile accurate data regarding its short interest is difficult to find as most of its float is still locked up, I estimate a short interest between 30-40%.\nI believe bear arguments including high marketing spend and stalling user numbers are already baked in the current share price.\n\nJuSun/iStock via Getty Images\nOverview\nContextLogic (WISH) has been a wild ride for shareholders, as high volatility continues to cause significant price movements in recent weeks. The e-commerce platform initially went public in December at $20 per share before surging to an all-time high of $32 in February due to a momentum-driven rally. That said, shares have steadily plunged ever since, hitting an all-time low of just $7 in June, but are now recovering swiftly after increased interest from the retail trading sector. Here, the stock is favored due to its high volatility, short interest, and enormous upside potential.\nIn this context, I believe that the high short interest has increasingly pushed shares below fair value and that patient investors could soon see $20 or more again as the company is working through logistic challenges and will soon return to economies of scale. In this regard, the e-commerce platform has a unique value proposition and is well-positioned to gain market share in a $6 trillion e-commerce industry.\nThe Digital Dollar Tree\nWish has been criticized heavily as an e-commerce platform, and I would almost argue that its image of being a third-party 'dropshipping' site for Chinese merchants has kept investors away from the stock so far. However, this may only be partially true. Essentially, Wish has inverted Amazon's(NASDAQ:AMZN)business model through low-priced (low-quality) products and sluggish delivery times that may lead to week-long delivery times. This is because Wish does not handle shipping itself, which is why it can offer these ultra-low prices of offering a hoodie for $2 plus $2 shipping.\nFrankly, Wish is still dependent on Chinese merchants, accounting for most of its product catalogs. This is unsurprising, considering that most goods are produced in China as the production costs are among the lowest in the world. Most of the goods being sold on Amazon or eBay(NASDAQ:EBAY)were also produced in China, although they earn a higher perception due to one-day delivery shipping programs or higher prices.\n\nNow, I view Wish as the digital dollar tree, where online shoppers discover items that they want, not need. In the process, customers have more patience for products and are willing to wait longer for them to arrive. Wish is working towards addressing both of these issues (quality and merchant diversification) as its platform is gaining popularity. Here, it has been investing in logistics to offer quicker delivery, demonstrated by a 275% YoY increase in logistics revenue. Since these revenues provide low margins, its overall gross margins have decreased in accordance. However, once it achieves economies of scale in the segment, margin growth should reverse and trail back towards 70%.\nIt is also addressing the second issue by continuously growing its international merchant base. Here, U.S. merchants increased by over 400% YoY, and a similar trend is to be seen in other countries. Moreover, it is growing Wish Local, a service connecting local businesses to the platform, accounting for 7% of all Wish orders. Wish local is mostly (or exclusively) available in the United States and thus increasingly mixes with other products on the website.\nSource: Sensor Tower\nI also like Wish's strategy to engage and retain users by utilizing an AI matching system that optimizes platform growth, user experience, and merchant return on investment. The strategy to create an interactive mobile shopping experience appears to be working well: Impressively, Wish gets over500,000reviews per day from users, surpassing even Amazon and other shopping sites in this regard, demonstrating just about how engaging the platform is. Around 80% of first-time shoppersreturnto buy again.\nWish is, therefore, able to establish itself in the highly competitive E-commerce market that offers a tremendous runway for growth. Currently, around 40% of the E-commerce market share is owned just by Amazon. Compared to Amazon, its TAM may be limited as it concentrates on its lower-income niche, which is how it became popular in the first place. Still, this represents a +$3 trillion market opportunity for Wish to tap into. It is also worth noting that according toreports, Amazon tried to acquire Wish for $10 billion, yet Wish rejected, believing growing the business to $100 billion in annual sales, at which point it would be valued significantly higher.\nNegative Sentiment Baked In\nWish's first two quarters have been slightly disappointing. While the company handily beat revenue estimates, the company burned through over $300 million in cash in order to invest in logistics. More importantly, however, is the fact that MAUs have dropped steadily, which the company blames on de-de-emphasizing advertising and customer acquisition as the company worked through logistics challenges it faced earlier in the year.\n\n\n\nYear\n2020\n2019\n2018\n\n\nRevenue\n$2.54B\n$1.9B\n$1.73B\n\n\nGross Profit\n$1.59B\n$1.46B\n$1.45B\n\n\nSales and Marketing\n$1.71B (+17%)\n$1.46B (-7%)\n$1.57B\n\n\nMAUs\n107M (+19%)\n90M (+10%)\n82M\n\n\nActive Buyers\n64M (+3%)\n62M (-3%)\n64M\n\n\n\n*Growth (Year-over-Year)\nThe largest bear argument against Wish is its high marketing expenses, which account for 60% of its total revenues and over 100% of its gross profits. This is totally fine unless it grows its active buyers through marketing, which unfortunately has not been the case. This is a red flag and questions the long-term sustainability of Wish's business model. However, the company has been close to being cash flow positive, and it stated it already would be profitable if it weren't for its extensive marketing expense. That said, as long as Wish acquires new MAUs and increases value through logistic services, its marketing expenses pay off in the long run. Moreover, as a percentage of total revenues, Wish's marketing expenses have dropped to 60%, down from 67% in the year prior.\nSource: Wish IR\nIn terms of the outlook, this is what the company is essentially stressing. It believes marketing expenses can decrease to 40-45%, leading to EBITDA margins of 25% at the midpoint range. If it achieves these ambitious goals (which is very well possible), its profitability margins would be similar to those of eBay or MercadoLibre(NASDAQ:MELI). In either way, Wish's business model is not perfect, but all these concerns are more than baked in its current valuation, IMO (In My Opinion).\nData byYCharts\nEven after the latest +50% rise, shares are still trailing far behind peers such as Poshmark(NASDAQ:POSH), eBay, Amazon, and (Shopify(NYSE:SHOP)). At over $3 billion estimated revenues, Wish is trading at just 1.8x Price to Sales, just half of eBay's current valuation and much lower than Poshmark. Current estimates are calling for over $6 billion in revenues by 2025 and $1 billion in free cash flow, meaning that Wish trades at just 7x free cash flow estimates, or 1 times sales. In early 2021, its P/S ratio stood closer to 5x, so there is potential for a valuation expansion.\nWhat about the Lawsuits?\nPerhaps you've seen the news (especially on Yahoo Finance) regarding the class actionlawsuits. These lawsuits are extensively posted to remind investors of recovering incurred losses after its share price dropped in recent months. Such lawsuits are not unusual when stocks drop sharply in a short period of time and are likely of no concern to investors. These lawsuits have also included companies such asCloverHealth(NASDAQ:CLOV), Skillz(NYSE:SKLZ), Array Technologies(NASDAQ:ARRY), etc.\nShort Interest - Still High\nSource: Fintel\nWish has gained significant attraction from retail investors, as investors were looking for the next big short squeeze. Since most of Wish's shares have still been locked up, its exact short ratio was difficult to estimate. According to Seeking Alpha, the current short ratio stands at just 7%, but the figure is likely higher. Last week, its short interest as a percent of its equity float stood at roughly 48%, according to Bloomberg Terminal data. Other sources such as Fintel pin the current short volume at 20-30%. Now, it's difficult to give an exact estimate, but generally speaking, it's probably somewhere within this range, and many short calls are still to be covered. In the long term, the high-short interest could be an advantage, leading to a quicker acceleration if the stock begins trending upwards.\nThe Bottom Line\nI believe that Wish remains one of the most underappreciated assets within e-commerce, boasting over 100 million monthly users on its platform and connecting thousands of merchants from all over the world. The mobile shopping app continues to be one of the top downloaded shopping apps in the space and has a unique value proposition, which is smarter than it appears at first sight. Moreover, its latestpartnershipwith PrestaShop will give over 300,000 merchants free access to a direct integration that connects them directly to Wish's merchant dashboard, further driving growth. While there are risks to Wish's imperfect business model, such as lagging profitability, patient investors could be rewarded mightily.","news_type":1,"symbols_score_info":{"WISH":0.9}},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114216745,"gmtCreate":1623075215187,"gmtModify":1634037226511,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114216745","repostId":"1143519581","repostType":4,"repost":{"id":"1143519581","kind":"news","pubTimestamp":1623074046,"share":"https://www.laohu8.com/m/news/1143519581?lang=zh_CN&edition=full","pubTime":"2021-06-07 21:54","market":"us","language":"en","title":"1 Catalyst That Could Send AMC Stock Soaring<blockquote>1个可能导致AMC股票飙升的催化剂</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143519581","media":"Motley Fool","summary":"AMC stock is already up over 2,100% this year, and this catalyst could send it higher.\n\nAMC Entertai","content":"<p>  <b>AMC stock is already up over 2,100% this year, and this catalyst could send it higher.</b>  <b>AMC Entertainment</b>(NYSE:AMC)has been the subject of rampant speculation between short-sellers on Wall Street and retail traders on the Reddit forum WallStreetBets. One side is betting that AMC stock will fall while the other side is taking a stand and betting the stock will rise. Wall Street short-sellers have deeper pockets, but the retail traders have more people. As of this writing, WallStreetBets has 10.2 million members (although it's not clear how many of them are holding AMC stock).</p><p><blockquote><b>AMC股价今年已上涨超过2,100%，这一催化剂可能会推高股价。</b><b>AMC院线</b>（纽约证券交易所股票代码：AMC）一直是华尔街卖空者和Reddit论坛WallStreetBets上散户交易者疯狂猜测的主题。一方押注AMC股票将下跌，而另一方则表明立场并押注该股票将上涨。华尔街做空者财大气粗，但散户交易者的人更多。截至撰写本文时，WallStreetBets拥有1020万会员（尽管尚不清楚其中有多少人持有AMC股票）。</blockquote></p><p> AMC's stock price has fluctuated wildly in recent weeks and is up an incredible 2,160% year to date. In the tug of war between retail traders and Wall Street short-sellers,retail traders are winning. And an additional catalyst is coming to their aid in 2021 that could boost sentiment for the purchase of AMC stock.</p><p><blockquote>AMC的股价最近几周大幅波动，今年迄今已上涨了令人难以置信的2,160%。在散户交易者和华尔街空头的拉锯战中，散户交易者正在获胜。2021年，另一个催化剂将为他们提供帮助，这可能会提振购买AMC股票的情绪。</blockquote></p><p> <b>Studios are releasing films on the big screen and streaming platforms</b></p><p><blockquote><b>电影公司正在大银幕和流媒体平台上发行电影</b></blockquote></p><p> At the onset of the pandemic, AMC had to close nearly all of its 1,000 movie theaters to audiences worldwide. That was devastating for the company, as it had virtually no other revenue stream.</p><p><blockquote>疫情爆发时，AMC不得不向全球观众关闭几乎所有1,000家电影院。这对该公司来说是毁灭性的，因为它几乎没有其他收入来源。</blockquote></p><p> Movie studios realized they would be unable to show movies on the big screen for some time, and several studios decided to release some potential blockbusters to streaming platforms instead. Indeed,<b>AT&amp;T</b>'s(NYSE:T)WarnerMedia announced that in 2021 it would simultaneously release all its films on the big screen<i>and</i>on HBO Max. And unlike what other Media companies were doing with offering premium access to movies on their streaming services, HBO Max would show these new releases for a limited time at no additional cost to subscribers.</p><p><blockquote>电影制片厂意识到他们将在一段时间内无法在大银幕上放映电影，几家制片厂决定将一些潜在的大片发布到流媒体平台。的确，<b>AT&amp;T</b>华纳传媒(NYSE：T)宣布，2021年将在大银幕上同时上映所有电影<i>和</i>在HBO Max上。与其他媒体公司在其流媒体服务上提供付费电影不同，HBO Max将在有限的时间内播放这些新上映的电影，订户无需支付额外费用。</blockquote></p><p> That announcement hurt AMC's stock price. If a movie is available on a streaming platform free for subscribers, it could discourage those folks from viewing the films in an AMC theater.<b>Walt Disney</b>(NYSE:DIS)has used a similar, but not identical, strategy. It released some films, like<i>Raya the Last Dragon</i>and<i>Cruella</i>, to theaters and directly to its streaming platform Disney+ for a premium fee of $29.99 while offering other films, like<i>Soul</i>and<i>Onward,</i>free to subscribers.</p><p><blockquote>该公告损害了AMC的股价。如果一部电影可以在流媒体平台上免费提供给订户，这可能会阻止这些人在AMC影院观看电影。<b>迪斯尼</b>（纽约证券交易所股票代码：DIS）使用了类似但不完全相同的策略。它发行了一些电影，比如<i>最后的龙</i>和<i>克鲁拉</i>、到影院并直接到其流媒体平台Disney+，收取29.99美元的额外费用，同时提供其他电影，例如<i>灵魂</i>和<i>向前，</i>对订户免费。</blockquote></p><p> While it's still unclear what overall effect the change is having on moviegoing, certainly some folks who would have otherwise watched a movie on the big screen chose to watch it on a streaming service instead.</p><p><blockquote>虽然目前还不清楚这一变化对观影有什么总体影响，但肯定有一些原本会在大屏幕上观看电影的人选择在流媒体服务上观看。</blockquote></p><p> <b>Flipping the script</b></p><p><blockquote><b>翻转脚本</b></blockquote></p><p> If streaming providers find that the experiment is not going well and announce an end to the strategy, it could give a boost to AMC stock. What's more, it could give AMC and other theater chains more negotiating power with studios that will have lost some leverage after a lack of success in the straight-to-streaming strategy. Movie studios and theater chains typically negotiate a revenue split on movie releases, usually ending up in a near 50/50 split. However, studios have at times secured as much as a 65/35 split for a tentpole release.</p><p><blockquote>如果流媒体提供商发现实验进展不顺利并宣布结束该策略，可能会提振AMC股价。更重要的是，它可能会赋予AMC和其他院线与制片厂更多的谈判权力，这些制片厂在直接流媒体战略缺乏成功后将失去一些影响力。电影制片厂和连锁影院通常会就电影发行的收入分配进行谈判，通常最终会达到接近50/50的比例。然而，工作室有时会为tentpole版本获得高达65/35的分成。</blockquote></p><p> <b>Investor takeaway</b></p><p><blockquote><b>投资者要点</b></blockquote></p><p> Considering that ithasn't taken much to move AMC stock higheryear to date, an announcement like this could give real cause for AMC stock to soar. Admittedly, that scenario may be unlikely, but its chances are certainly not zero.</p><p><blockquote>考虑到今年迄今为止AMC股价上涨并不需要太多时间，这样的公告可能会为AMC股价飙升提供真正的理由。诚然，这种情况可能不太可能发生，但其可能性肯定不是零。</blockquote></p><p> Still, this is not enough cause to buy AMC stock, andinvestorsshould be aware that AMC stock is a volatile investment that has the potential to rise and fall dramatically.</p><p><blockquote>尽管如此，这还不足以成为购买AMC股票的理由，投资者应该意识到AMC股票是一项波动性较大的投资，有可能大幅上涨和下跌。</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 Catalyst That Could Send AMC Stock Soaring<blockquote>1个可能导致AMC股票飙升的催化剂</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 Catalyst That Could Send AMC Stock Soaring<blockquote>1个可能导致AMC股票飙升的催化剂</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\">2021-06-07 21:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>AMC stock is already up over 2,100% this year, and this catalyst could send it higher.</b>  <b>AMC Entertainment</b>(NYSE:AMC)has been the subject of rampant speculation between short-sellers on Wall Street and retail traders on the Reddit forum WallStreetBets. One side is betting that AMC stock will fall while the other side is taking a stand and betting the stock will rise. Wall Street short-sellers have deeper pockets, but the retail traders have more people. As of this writing, WallStreetBets has 10.2 million members (although it's not clear how many of them are holding AMC stock).</p><p><blockquote><b>AMC股价今年已上涨超过2,100%，这一催化剂可能会推高股价。</b><b>AMC院线</b>（纽约证券交易所股票代码：AMC）一直是华尔街卖空者和Reddit论坛WallStreetBets上散户交易者疯狂猜测的主题。一方押注AMC股票将下跌，而另一方则表明立场并押注该股票将上涨。华尔街做空者财大气粗，但散户交易者的人更多。截至撰写本文时，WallStreetBets拥有1020万会员（尽管尚不清楚其中有多少人持有AMC股票）。</blockquote></p><p> AMC's stock price has fluctuated wildly in recent weeks and is up an incredible 2,160% year to date. In the tug of war between retail traders and Wall Street short-sellers,retail traders are winning. And an additional catalyst is coming to their aid in 2021 that could boost sentiment for the purchase of AMC stock.</p><p><blockquote>AMC的股价最近几周大幅波动，今年迄今已上涨了令人难以置信的2,160%。在散户交易者和华尔街空头的拉锯战中，散户交易者正在获胜。2021年，另一个催化剂将为他们提供帮助，这可能会提振购买AMC股票的情绪。</blockquote></p><p> <b>Studios are releasing films on the big screen and streaming platforms</b></p><p><blockquote><b>电影公司正在大银幕和流媒体平台上发行电影</b></blockquote></p><p> At the onset of the pandemic, AMC had to close nearly all of its 1,000 movie theaters to audiences worldwide. That was devastating for the company, as it had virtually no other revenue stream.</p><p><blockquote>疫情爆发时，AMC不得不向全球观众关闭几乎所有1,000家电影院。这对该公司来说是毁灭性的，因为它几乎没有其他收入来源。</blockquote></p><p> Movie studios realized they would be unable to show movies on the big screen for some time, and several studios decided to release some potential blockbusters to streaming platforms instead. Indeed,<b>AT&amp;T</b>'s(NYSE:T)WarnerMedia announced that in 2021 it would simultaneously release all its films on the big screen<i>and</i>on HBO Max. And unlike what other Media companies were doing with offering premium access to movies on their streaming services, HBO Max would show these new releases for a limited time at no additional cost to subscribers.</p><p><blockquote>电影制片厂意识到他们将在一段时间内无法在大银幕上放映电影，几家制片厂决定将一些潜在的大片发布到流媒体平台。的确，<b>AT&amp;T</b>华纳传媒(NYSE：T)宣布，2021年将在大银幕上同时上映所有电影<i>和</i>在HBO Max上。与其他媒体公司在其流媒体服务上提供付费电影不同，HBO Max将在有限的时间内播放这些新上映的电影，订户无需支付额外费用。</blockquote></p><p> That announcement hurt AMC's stock price. If a movie is available on a streaming platform free for subscribers, it could discourage those folks from viewing the films in an AMC theater.<b>Walt Disney</b>(NYSE:DIS)has used a similar, but not identical, strategy. It released some films, like<i>Raya the Last Dragon</i>and<i>Cruella</i>, to theaters and directly to its streaming platform Disney+ for a premium fee of $29.99 while offering other films, like<i>Soul</i>and<i>Onward,</i>free to subscribers.</p><p><blockquote>该公告损害了AMC的股价。如果一部电影可以在流媒体平台上免费提供给订户，这可能会阻止这些人在AMC影院观看电影。<b>迪斯尼</b>（纽约证券交易所股票代码：DIS）使用了类似但不完全相同的策略。它发行了一些电影，比如<i>最后的龙</i>和<i>克鲁拉</i>、到影院并直接到其流媒体平台Disney+，收取29.99美元的额外费用，同时提供其他电影，例如<i>灵魂</i>和<i>向前，</i>对订户免费。</blockquote></p><p> While it's still unclear what overall effect the change is having on moviegoing, certainly some folks who would have otherwise watched a movie on the big screen chose to watch it on a streaming service instead.</p><p><blockquote>虽然目前还不清楚这一变化对观影有什么总体影响，但肯定有一些原本会在大屏幕上观看电影的人选择在流媒体服务上观看。</blockquote></p><p> <b>Flipping the script</b></p><p><blockquote><b>翻转脚本</b></blockquote></p><p> If streaming providers find that the experiment is not going well and announce an end to the strategy, it could give a boost to AMC stock. What's more, it could give AMC and other theater chains more negotiating power with studios that will have lost some leverage after a lack of success in the straight-to-streaming strategy. Movie studios and theater chains typically negotiate a revenue split on movie releases, usually ending up in a near 50/50 split. However, studios have at times secured as much as a 65/35 split for a tentpole release.</p><p><blockquote>如果流媒体提供商发现实验进展不顺利并宣布结束该策略，可能会提振AMC股价。更重要的是，它可能会赋予AMC和其他院线与制片厂更多的谈判权力，这些制片厂在直接流媒体战略缺乏成功后将失去一些影响力。电影制片厂和连锁影院通常会就电影发行的收入分配进行谈判，通常最终会达到接近50/50的比例。然而，工作室有时会为tentpole版本获得高达65/35的分成。</blockquote></p><p> <b>Investor takeaway</b></p><p><blockquote><b>投资者要点</b></blockquote></p><p> Considering that ithasn't taken much to move AMC stock higheryear to date, an announcement like this could give real cause for AMC stock to soar. Admittedly, that scenario may be unlikely, but its chances are certainly not zero.</p><p><blockquote>考虑到今年迄今为止AMC股价上涨并不需要太多时间，这样的公告可能会为AMC股价飙升提供真正的理由。诚然，这种情况可能不太可能发生，但其可能性肯定不是零。</blockquote></p><p> Still, this is not enough cause to buy AMC stock, andinvestorsshould be aware that AMC stock is a volatile investment that has the potential to rise and fall dramatically.</p><p><blockquote>尽管如此，这还不足以成为购买AMC股票的理由，投资者应该意识到AMC股票是一项波动性较大的投资，有可能大幅上涨和下跌。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/07/1-catalyst-that-could-send-amc-stock-soaring/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article\">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":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/06/07/1-catalyst-that-could-send-amc-stock-soaring/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143519581","content_text":"AMC stock is already up over 2,100% this year, and this catalyst could send it higher.\n\nAMC Entertainment(NYSE:AMC)has been the subject of rampant speculation between short-sellers on Wall Street and retail traders on the Reddit forum WallStreetBets. One side is betting that AMC stock will fall while the other side is taking a stand and betting the stock will rise. Wall Street short-sellers have deeper pockets, but the retail traders have more people. As of this writing, WallStreetBets has 10.2 million members (although it's not clear how many of them are holding AMC stock).\nAMC's stock price has fluctuated wildly in recent weeks and is up an incredible 2,160% year to date. In the tug of war between retail traders and Wall Street short-sellers,retail traders are winning. And an additional catalyst is coming to their aid in 2021 that could boost sentiment for the purchase of AMC stock.\nStudios are releasing films on the big screen and streaming platforms\nAt the onset of the pandemic, AMC had to close nearly all of its 1,000 movie theaters to audiences worldwide. That was devastating for the company, as it had virtually no other revenue stream.\nMovie studios realized they would be unable to show movies on the big screen for some time, and several studios decided to release some potential blockbusters to streaming platforms instead. Indeed,AT&T's(NYSE:T)WarnerMedia announced that in 2021 it would simultaneously release all its films on the big screenandon HBO Max. And unlike what other Media companies were doing with offering premium access to movies on their streaming services, HBO Max would show these new releases for a limited time at no additional cost to subscribers.\nThat announcement hurt AMC's stock price. If a movie is available on a streaming platform free for subscribers, it could discourage those folks from viewing the films in an AMC theater.Walt Disney(NYSE:DIS)has used a similar, but not identical, strategy. It released some films, likeRaya the Last DragonandCruella, to theaters and directly to its streaming platform Disney+ for a premium fee of $29.99 while offering other films, likeSoulandOnward,free to subscribers.\nWhile it's still unclear what overall effect the change is having on moviegoing, certainly some folks who would have otherwise watched a movie on the big screen chose to watch it on a streaming service instead.\nFlipping the script\nIf streaming providers find that the experiment is not going well and announce an end to the strategy, it could give a boost to AMC stock. What's more, it could give AMC and other theater chains more negotiating power with studios that will have lost some leverage after a lack of success in the straight-to-streaming strategy. Movie studios and theater chains typically negotiate a revenue split on movie releases, usually ending up in a near 50/50 split. However, studios have at times secured as much as a 65/35 split for a tentpole release.\nInvestor takeaway\nConsidering that ithasn't taken much to move AMC stock higheryear to date, an announcement like this could give real cause for AMC stock to soar. Admittedly, that scenario may be unlikely, but its chances are certainly not zero.\nStill, this is not enough cause to buy AMC stock, andinvestorsshould be aware that AMC stock is a volatile investment that has the potential to rise and fall dramatically.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887260213,"gmtCreate":1632047008932,"gmtModify":1632803140628,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>hitting support level now, hope it can bounce !","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>hitting support level now, hope it can bounce !","text":"$Alibaba(BABA)$hitting support level now, hope it can bounce !","images":[{"img":"https://static.tigerbbs.com/48b6808e2175634d95590a9b56cbb997","width":"1080","height":"3355"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887260213","isVote":1,"tweetType":1,"viewCount":2462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":161448328,"gmtCreate":1623939066364,"gmtModify":1634025583821,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161448328","repostId":"1162782159","repostType":4,"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163361950,"gmtCreate":1623859933970,"gmtModify":1634026878747,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163361950","repostId":"1155798913","repostType":2,"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186232098,"gmtCreate":1623500413214,"gmtModify":1631884325072,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://static.tigerbbs.com/d9c1fa13259e1d5a82173d570b32c21a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"themes":[],"htmlText":"Hope its true","listText":"Hope its true","text":"Hope its true","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186232098","repostId":"2142206100","repostType":4,"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}