Yingkie的个人主页 - 老虎社区

Yingkie

Yingkie

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6主题

0勋章

2021-11-12

👍

Flowers Foods Q3 Earnings Top Estimates, Lifts FY21 Outlook<blockquote>Flowers Foods第三季度盈利最高预期，上调2021财年前景</blockquote>

2021-10-05

Interesting

A decade later, Steve Jobs is still paving Apple’s path to success<blockquote>十年后，史蒂夫·乔布斯仍在为苹果的成功铺平道路</blockquote>

2021-12-04

👍

US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国IPO周：数字银行和云基础设施引领IPO周4</blockquote>

2021-11-12

👍

Nova Cannabis Q3 Revenue Improves 30% QoQ, Continues On Track Of 200 Stores In 2023<blockquote>Nova Cannabis第三季度收入环比增长30%，2023年门店数量继续保持在200家</blockquote>

2021-10-05

👍

抱歉，原内容已删除

2021-05-26

There it goes!

GameStop shares rose nearly 3% in pre-market trading<blockquote>游戏驿站股价在盘前交易中上涨近3%</blockquote>

2021-03-24

Nice

抱歉，原内容已删除

2021-10-24

👍

US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周：12周IPO中的半导体、储能、设计师服装等</blockquote>

2021-05-27

🚀

抱歉，原内容已删除

2021-06-28

Nice

抱歉，原内容已删除

2021-11-12

👍

Opendoor, Offerpad Shake Off Zillow Collapse With Share Surges<blockquote>Opendoor和Offerpad通过股价飙升摆脱了Zillow的崩溃</blockquote>

2021-06-02

Interesting

Amazon: The Cash Will Come<blockquote>亚马逊：现金会来的</blockquote>

2021-04-01

Nice

抱歉，原内容已删除

2021-05-25

Buy both!

Dump Nio And Buy Tesla, Says Cramer<blockquote>克莱默表示，抛售蔚来并购买特斯拉</blockquote>

2021-04-07

Nice

抱歉，原内容已删除

2021-04-09

[得意]

抱歉，原内容已删除

2021-03-31

Sweet

抱歉，原内容已删除

2021-02-22

Good read

BRIEF-Bionano Publishes Method For Identifying Genes Likely To Cause Neurological Diseases Based On A Model Developed By Lineagen To Improve Interpretation Of Variants Of Unknown Significance<blockquote>BRIEF-Bionano发表基于Lineagen开发的模型识别可能导致神经系统疾病的基因的方法，以提高对未知意义变体的解释</blockquote>

2021-12-20

👍

@OptionPlus:期权复盘：圣诞行情或迟不缺，别错过苹果、特斯拉最佳卖权期！

2021-04-11

🚀

Tesla China Deliveries Set EV Maker for Strong '21, Wedbush Says<blockquote>韦德布什表示，特斯拉在华交付量为电动汽车制造商带来了强劲的21年业绩</blockquote>

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news都陆续落地，接下来圣诞行情还有吗？ 我个人感觉接下来应该有一波还不错的行情，至于多长时间就只能走着看。值得一提的是巴菲特的<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> ，股价在周中创了新高。现在Brk的市值跟<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 差不多，6500亿美元左右，NVDA是大家眼里一致预期的下一个万亿俱乐部成员，搞不好Berkshire才是，谁知道呢，大可关注起来。我最近关注消费ETF<a target=\"_blank\" href=\"https://laohu8.com/S/XLP\">$消费品指数ETF-SPDR主要消费品(XLP)$</a> ，必须消费品上涨是通胀最直接的反映，自从鲍师傅12月5日直接承认通胀，并暗示可能加速Taper，XLP已经连涨了两周。成分股里面PG、COST、PEP、KO、EL等都过去两周都是逆市新高，短期这个通胀预期已经兑现相当充分，应该要开始回调了。但是通胀也不是一时半会儿能下来的，这几个公司和XLP值得大家明年继续关注，等我过几天开始休假了好好整理一下下消费股。同样是消费ETF，可选消费ETF-XLY就跟必消股ETF-XLP差距非常大，主要原因是AMZN和TSLA两个科技股占比太大，接近40%，如果抛去这两个大成分，下面的HD、MC","listText":"老虎的朋友们好，最近要赶年底结算工作略忙，每天只有晚上花一点时间看看盘。这两周市场相当精彩，美联储如“期”加速taper，四巫日也如“期”巨震。终于，今年的bad news都陆续落地，接下来圣诞行情还有吗？ 我个人感觉接下来应该有一波还不错的行情，至于多长时间就只能走着看。值得一提的是巴菲特的<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> ，股价在周中创了新高。现在Brk的市值跟<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 差不多，6500亿美元左右，NVDA是大家眼里一致预期的下一个万亿俱乐部成员，搞不好Berkshire才是，谁知道呢，大可关注起来。我最近关注消费ETF<a target=\"_blank\" href=\"https://laohu8.com/S/XLP\">$消费品指数ETF-SPDR主要消费品(XLP)$</a> ，必须消费品上涨是通胀最直接的反映，自从鲍师傅12月5日直接承认通胀，并暗示可能加速Taper，XLP已经连涨了两周。成分股里面PG、COST、PEP、KO、EL等都过去两周都是逆市新高，短期这个通胀预期已经兑现相当充分，应该要开始回调了。但是通胀也不是一时半会儿能下来的，这几个公司和XLP值得大家明年继续关注，等我过几天开始休假了好好整理一下下消费股。同样是消费ETF，可选消费ETF-XLY就跟必消股ETF-XLP差距非常大，主要原因是AMZN和TSLA两个科技股占比太大，接近40%，如果抛去这两个大成分，下面的HD、MC","text":"老虎的朋友们好，最近要赶年底结算工作略忙，每天只有晚上花一点时间看看盘。这两周市场相当精彩，美联储如“期”加速taper，四巫日也如“期”巨震。终于，今年的bad news都陆续落地，接下来圣诞行情还有吗？ 我个人感觉接下来应该有一波还不错的行情，至于多长时间就只能走着看。值得一提的是巴菲特的$伯克希尔(BRK.A)$ $伯克希尔B(BRK.B)$ ，股价在周中创了新高。现在Brk的市值跟$英伟达(NVDA)$ 差不多，6500亿美元左右，NVDA是大家眼里一致预期的下一个万亿俱乐部成员，搞不好Berkshire才是，谁知道呢，大可关注起来。我最近关注消费ETF$消费品指数ETF-SPDR主要消费品(XLP)$ ，必须消费品上涨是通胀最直接的反映，自从鲍师傅12月5日直接承认通胀，并暗示可能加速Taper，XLP已经连涨了两周。成分股里面PG、COST、PEP、KO、EL等都过去两周都是逆市新高，短期这个通胀预期已经兑现相当充分，应该要开始回调了。但是通胀也不是一时半会儿能下来的，这几个公司和XLP值得大家明年继续关注，等我过几天开始休假了好好整理一下下消费股。同样是消费ETF，可选消费ETF-XLY就跟必消股ETF-XLP差距非常大，主要原因是AMZN和TSLA两个科技股占比太大，接近40%，如果抛去这两个大成分，下面的HD、MC","images":[{"img":"https://static.tigerbbs.com/d29067b6581247f9ce35181e23d36380","width":"2188","height":"1150"},{"img":"https://static.tigerbbs.com/7108d9566091f4e2a50fc47a7c5c0619","width":"1282","height":"582"},{"img":"https://static.tigerbbs.com/4137e48e4232db1aaf465714045d6d4a","width":"830","height":"302"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693017474","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608336659,"gmtCreate":1638621037507,"gmtModify":1638621037597,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572346038267446","authorIdStr":"3572346038267446"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608336659","repostId":"1174181873","repostType":4,"repost":{"id":"1174181873","kind":"news","pubTimestamp":1638578178,"share":"https://www.laohu8.com/m/news/1174181873?lang=zh_CN&edition=full","pubTime":"2021-12-04 08:36","market":"us","language":"en","title":"US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国IPO周：数字银行和云基础设施引领IPO周4</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174181873","media":"renaissancecap...","summary":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billi","content":"<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖，预计将有四起IPO筹集37亿美元。</blockquote></p><p> Buffett-backed&nbsp;<b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>Nu控股</b>(NU)计划以411亿美元的市值筹集25亿美元。这家巴西纯在线银行成立于2013年，名为Nubank，旨在推出具有移动优先客户体验的免费信用卡产品，但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速，目前拥有近5000万客户群，尽管随着客户群的增长，每个客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform&nbsp;<b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&amp;M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP)计划以140亿美元的市值筹集11亿美元。这家风险投资支持的公司提供了一套解决方案，可标准化和自动化大规模云基础设施的配置、保护、连接和运行。尽管HashiCorp表现出快速增长和粘性客户群，但由于S&amp;M支出，HashiCorp非常无利可图。</blockquote></p><p> Cannabis finance REIT&nbsp;<b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI)计划以2.96亿美元的市值筹集1.06亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资由商业房地产担保的第一抵押贷款和另类结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company&nbsp;<b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀·戈尔德</b>(AUST)计划以6400万美元的市值筹集1500万美元。这家加拿大黄金勘探公司目前拥有位于内华达州的四处地产的权益，目前只有一处地产被认为是重要的。迄今为止，奥斯汀黄金尚未产生任何营业收入。</blockquote></p><p></p>","source":"lsy1619493174116","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国IPO周：数字银行和云基础设施引领IPO周4</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国IPO周：数字银行和云基础设施引领IPO周4</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-04 08:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖，预计将有四起IPO筹集37亿美元。</blockquote></p><p> Buffett-backed&nbsp;<b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>Nu控股</b>(NU)计划以411亿美元的市值筹集25亿美元。这家巴西纯在线银行成立于2013年，名为Nubank，旨在推出具有移动优先客户体验的免费信用卡产品，但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速，目前拥有近5000万客户群，尽管随着客户群的增长，每个客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform&nbsp;<b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&amp;M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP)计划以140亿美元的市值筹集11亿美元。这家风险投资支持的公司提供了一套解决方案，可标准化和自动化大规模云基础设施的配置、保护、连接和运行。尽管HashiCorp表现出快速增长和粘性客户群，但由于S&amp;M支出，HashiCorp非常无利可图。</blockquote></p><p> Cannabis finance REIT&nbsp;<b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI)计划以2.96亿美元的市值筹集1.06亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资由商业房地产担保的第一抵押贷款和另类结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company&nbsp;<b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀·戈尔德</b>(AUST)计划以6400万美元的市值筹集1500万美元。这家加拿大黄金勘探公司目前拥有位于内华达州的四处地产的权益，目前只有一处地产被认为是重要的。迄今为止，奥斯汀黄金尚未产生任何营业收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee\">renaissancecap...</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":{"HCP":"HashiCorp, Inc.","NU":"Nu Holdings Ltd.","REFI":"Chicago Atlantic Real Estate Finance, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174181873","content_text":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.\nBuffett-backed Nu Holdings(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.\nCloud infrastructure platform HashiCorp(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&M spend.\nCannabis finance REIT Chicago Atlantic Real Estate Finance(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.\nCanadian gold exploration company Austin Gold(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.","news_type":1,"symbols_score_info":{"NU":0.9,"HCP":0.9,"REFI":0.9}},"isVote":1,"tweetType":1,"viewCount":3507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879648741,"gmtCreate":1636723212566,"gmtModify":1636723212675,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572346038267446","authorIdStr":"3572346038267446"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879648741","repostId":"2182090242","repostType":4,"repost":{"id":"2182090242","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1636722443,"share":"https://www.laohu8.com/m/news/2182090242?lang=zh_CN&edition=full","pubTime":"2021-11-12 21:07","market":"us","language":"en","title":"Flowers Foods Q3 Earnings Top Estimates, Lifts FY21 Outlook<blockquote>Flowers Foods第三季度盈利最高预期，上调2021财年前景</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2182090242","media":"Benzinga","summary":"\n","content":"<p><ul>  <li><b>Flowers Foods Inc</b>&nbsp;(NYSE:FLO) reported&nbsp;third-quarter FY21 sales growth of 3.9%&nbsp;year-on-year, to $1.03 billion, beating the analyst consensus of $1.00 billion.</li>  <li>Branded retail sales increased 4.8% Y/Y to $689.1 million, store branded retail sales fell 8.5% to $124.6 million, while non-retail and other sales grew 9.2% to $214.2 million.</li>  <li>The operating margin was 5.1%, and operating income for the quarter fell 1.6% to $52.1 million.</li>  <li>Adjusted EBITDA increased 1.8% to $118.5 million, and the margin declined 30 basis points to 11.5%.</li>  <li>Adjusted EPS of $0.30 beat the analyst consensus of $0.25.</li>  <li>The company held $307.5 million in cash and equivalents as of October 9, 2021. Year-to-date cash flow from operating activities totaled $315.2 million.</li>  <li><b>Outlook</b>: Flowers Foods raised FY21 sales outlook to $4.3 billion - $4.344 billion (prior view $4.256 billion - $4.3 billion), above the consensus of $4.28 billion.</li>  <li>The company raised FY21 EPS guidance to $1.22 - $1.26 (prior view $1.17 - $1.22), versus the consensus of $1.19.</li>  <li><b>Price Action:</b>&nbsp;FLO shares closed higher by 0.04% at $25.50 on Thursday.</li> </ul></p><p><blockquote><ul><li><b>鲜花食品公司</b>（纽约证券交易所股票代码：FLO）报告称，2021财年第三季度销售额同比增长3.9%，达到10.3亿美元，超出分析师预期的10亿美元。</li><li>品牌零售额同比增长4.8%至6.891亿美元，商店品牌零售额下降8.5%至1.246亿美元，而非零售和其他销售额增长9.2%至2.142亿美元。</li><li>营业利润率为5.1%，本季度营业收入下降1.6%至5210万美元。</li><li>调整后EBITDA增长1.8%至1.185亿美元，利润率下降30个基点至11.5%。</li><li>调整后每股收益为0.30美元，超过分析师预期的0.25美元。</li><li>截至2021年10月9日，该公司持有现金及等价物3.075亿美元。年初至今，经营活动产生的现金流总计3.152亿美元。</li><li><b>世界观</b>：Flowers Foods将2021财年销售额预期上调至43亿美元至43.44亿美元（之前预期为42.56亿美元至43亿美元），高于市场普遍预期的42.8亿美元。</li><li>该公司将2021财年每股收益指引上调至1.22-1.26美元（之前观点为1.17-1.22美元），而市场普遍预期为1.19美元。</li><li><b>价格走势：</b>FLO股价周四收盘上涨0.04%，至25.50美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Flowers Foods Q3 Earnings Top Estimates, Lifts FY21 Outlook<blockquote>Flowers Foods第三季度盈利最高预期，上调2021财年前景</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\">\nFlowers Foods Q3 Earnings Top Estimates, Lifts FY21 Outlook<blockquote>Flowers Foods第三季度盈利最高预期，上调2021财年前景</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\">2021-11-12 21:07</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><ul>  <li><b>Flowers Foods Inc</b>&nbsp;(NYSE:FLO) reported&nbsp;third-quarter FY21 sales growth of 3.9%&nbsp;year-on-year, to $1.03 billion, beating the analyst consensus of $1.00 billion.</li>  <li>Branded retail sales increased 4.8% Y/Y to $689.1 million, store branded retail sales fell 8.5% to $124.6 million, while non-retail and other sales grew 9.2% to $214.2 million.</li>  <li>The operating margin was 5.1%, and operating income for the quarter fell 1.6% to $52.1 million.</li>  <li>Adjusted EBITDA increased 1.8% to $118.5 million, and the margin declined 30 basis points to 11.5%.</li>  <li>Adjusted EPS of $0.30 beat the analyst consensus of $0.25.</li>  <li>The company held $307.5 million in cash and equivalents as of October 9, 2021. Year-to-date cash flow from operating activities totaled $315.2 million.</li>  <li><b>Outlook</b>: Flowers Foods raised FY21 sales outlook to $4.3 billion - $4.344 billion (prior view $4.256 billion - $4.3 billion), above the consensus of $4.28 billion.</li>  <li>The company raised FY21 EPS guidance to $1.22 - $1.26 (prior view $1.17 - $1.22), versus the consensus of $1.19.</li>  <li><b>Price Action:</b>&nbsp;FLO shares closed higher by 0.04% at $25.50 on Thursday.</li> </ul></p><p><blockquote><ul><li><b>鲜花食品公司</b>（纽约证券交易所股票代码：FLO）报告称，2021财年第三季度销售额同比增长3.9%，达到10.3亿美元，超出分析师预期的10亿美元。</li><li>品牌零售额同比增长4.8%至6.891亿美元，商店品牌零售额下降8.5%至1.246亿美元，而非零售和其他销售额增长9.2%至2.142亿美元。</li><li>营业利润率为5.1%，本季度营业收入下降1.6%至5210万美元。</li><li>调整后EBITDA增长1.8%至1.185亿美元，利润率下降30个基点至11.5%。</li><li>调整后每股收益为0.30美元，超过分析师预期的0.25美元。</li><li>截至2021年10月9日，该公司持有现金及等价物3.075亿美元。年初至今，经营活动产生的现金流总计3.152亿美元。</li><li><b>世界观</b>：Flowers Foods将2021财年销售额预期上调至43亿美元至43.44亿美元（之前预期为42.56亿美元至43亿美元），高于市场普遍预期的42.8亿美元。</li><li>该公司将2021财年每股收益指引上调至1.22-1.26美元（之前观点为1.17-1.22美元），而市场普遍预期为1.19美元。</li><li><b>价格走势：</b>FLO股价周四收盘上涨0.04%，至25.50美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FLO":"花苑食品"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2182090242","content_text":"Flowers Foods Inc (NYSE:FLO) reported third-quarter FY21 sales growth of 3.9% year-on-year, to $1.03 billion, beating the analyst consensus of $1.00 billion.\nBranded retail sales increased 4.8% Y/Y to $689.1 million, store branded retail sales fell 8.5% to $124.6 million, while non-retail and other sales grew 9.2% to $214.2 million.\nThe operating margin was 5.1%, and operating income for the quarter fell 1.6% to $52.1 million.\nAdjusted EBITDA increased 1.8% to $118.5 million, and the margin declined 30 basis points to 11.5%.\nAdjusted EPS of $0.30 beat the analyst consensus of $0.25.\nThe company held $307.5 million in cash and equivalents as of October 9, 2021. Year-to-date cash flow from operating activities totaled $315.2 million.\nOutlook: Flowers Foods raised FY21 sales outlook to $4.3 billion - $4.344 billion (prior view $4.256 billion - $4.3 billion), above the consensus of $4.28 billion.\nThe company raised FY21 EPS guidance to $1.22 - $1.26 (prior view $1.17 - $1.22), versus the consensus of $1.19.\nPrice Action: FLO shares closed higher by 0.04% at $25.50 on Thursday.","news_type":1,"symbols_score_info":{"FLO":0.9}},"isVote":1,"tweetType":1,"viewCount":1941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870718746,"gmtCreate":1636646828274,"gmtModify":1636646941422,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572346038267446","authorIdStr":"3572346038267446"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870718746","repostId":"1180864390","repostType":4,"repost":{"id":"1180864390","kind":"news","pubTimestamp":1636643340,"share":"https://www.laohu8.com/m/news/1180864390?lang=zh_CN&edition=full","pubTime":"2021-11-11 23:09","market":"us","language":"en","title":"Nova Cannabis Q3 Revenue Improves 30% QoQ, Continues On Track Of 200 Stores In 2023<blockquote>Nova Cannabis第三季度收入环比增长30%，2023年门店数量继续保持在200家</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180864390","media":"Benzinga","summary":"Nova Cannabis Inc.reported its unaudited condensed interim consolidated financial statements Wednesd","content":"<p><div> Nova Cannabis Inc.reported its unaudited condensed interim consolidated financial statements Wednesday for the three and nine months ended Sept. 30. Darren Karasiuk, Nova CEO said the company has been...</p><p><blockquote><div>Nova Cannabis Inc.周三公布了截至9月30日的三个月和九个月的未经审计的简明中期合并财务报表。Nova首席执行官达伦·卡拉修克(Darren Karasiuk)表示，该公司一直……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cannabis/21/11/24039660/nova-cannabis-q3-revenue-improves-30-qoq-continues-on-track-of-200-stores-in-2023\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cannabis/21/11/24039660/nova-cannabis-q3-revenue-improves-30-qoq-continues-on-track-of-200-stores-in-2023\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nova Cannabis Q3 Revenue Improves 30% QoQ, Continues On Track Of 200 Stores In 2023<blockquote>Nova Cannabis第三季度收入环比增长30%，2023年门店数量继续保持在200家</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\">\nNova Cannabis Q3 Revenue Improves 30% QoQ, Continues On Track Of 200 Stores In 2023<blockquote>Nova Cannabis第三季度收入环比增长30%，2023年门店数量继续保持在200家</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-11 23:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Nova Cannabis Inc.reported its unaudited condensed interim consolidated financial statements Wednesday for the three and nine months ended Sept. 30. Darren Karasiuk, Nova CEO said the company has been...</p><p><blockquote><div>Nova Cannabis Inc.周三公布了截至9月30日的三个月和九个月的未经审计的简明中期合并财务报表。Nova首席执行官达伦·卡拉修克(Darren Karasiuk)表示，该公司一直……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cannabis/21/11/24039660/nova-cannabis-q3-revenue-improves-30-qoq-continues-on-track-of-200-stores-in-2023\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cannabis/21/11/24039660/nova-cannabis-q3-revenue-improves-30-qoq-continues-on-track-of-200-stores-in-2023\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/markets/cannabis/21/11/24039660/nova-cannabis-q3-revenue-improves-30-qoq-continues-on-track-of-200-stores-in-2023\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/markets/cannabis/21/11/24039660/nova-cannabis-q3-revenue-improves-30-qoq-continues-on-track-of-200-stores-in-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180864390","content_text":"Nova Cannabis Inc.reported its unaudited condensed interim consolidated financial statements Wednesday for the three and nine months ended Sept. 30.\nDarren Karasiuk, Nova CEO said the company has been \"aggressively expanding\" its footprint over the past period, \"adding stores at an average pace of one per week and now have 71 stores opened across Alberta and Ontario.\"\n\"The rate of our sales growth shows that our Value Buds format is resonating with consumers and capturing market share, and our operating performance in the third quarter demonstrates the Company's progress toward its scaled financial model,\" Karasiuk added.\nQ3 2021 Financial Highlights\n\nSales totaled $38.7 million,representing a 141.9% increase from the same quarter of last year and a 30.2% increase sequentially.\nGross profit of $6.5 million, or 16.9% of sales, a 21.8% increase year-over-year and a 26.0% increase from the prior period.\nGenerated positive operating profit and cash flowacross the portfolio of operating stores before pre-opening and other non-operating lease expenses and head office expenses.\n\nQ3 2021 Operating Highlights\n\nOpened eleven new Value Buds stores, including six Ontario-based retail locations and five shops in Alberta – roughly one per week since the release of the company's second-quarter earnings report.\nThe company, based in Edmonton, Alberta, currently operates 71 storesand a pipeline of organic opportunities under development or active negotiation, the majority of which are in Ontario.\n\nNova Cannabis also said that it continues on track toward its objective of 200 stores in 2023.\nIn addition, all but three Alberta stores with the Nova banner remain and the company expects them to be converted to Value Buds by the year-end.\nMoreover, the company revealed thatValue Buds stores are generating $3 million in annual run-rate saleson average across the portfolio.","news_type":1,"symbols_score_info":{"NOVC":0.9}},"isVote":1,"tweetType":1,"viewCount":2110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870718848,"gmtCreate":1636646769630,"gmtModify":1636646939620,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572346038267446","authorIdStr":"3572346038267446"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870718848","repostId":"1168974431","repostType":4,"repost":{"id":"1168974431","kind":"news","pubTimestamp":1636643731,"share":"https://www.laohu8.com/m/news/1168974431?lang=zh_CN&edition=full","pubTime":"2021-11-11 23:15","market":"us","language":"en","title":"Opendoor, Offerpad Shake Off Zillow Collapse With Share Surges<blockquote>Opendoor和Offerpad通过股价飙升摆脱了Zillow的崩溃</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168974431","media":"Bloomberg","summary":"(Bloomberg) -- Shares in tech-powered home-flippers climbed after the companies, known as iBuyers, p","content":"<p>(Bloomberg) -- Shares in tech-powered home-flippers climbed after the companies, known as iBuyers, posted quarterly results that gave investors confidence in the growth prospects for the industry after Zillow Group Inc.’s high-profile exit.</p><p><blockquote>（彭博社）——在Zillow Group Inc.高调退出后，科技驱动的房屋翻转公司的股价攀升，此前这些公司公布了季度业绩，让投资者对该行业的增长前景充满信心。</blockquote></p><p> Opendoor Technologies Inc. shares&nbsp;once jumped as much as much as 25% to $24.40 in after the company posted a narrower loss than analysts estimated and revenue that topped expectations. The stock had slipped 14% this year, closing Wednesday at $19.52.</p><p><blockquote>Opendoor Technologies Inc.公布亏损窄于分析师预期且营收超出预期后，该公司股价一度上涨25%至24.40美元。该股今年已下跌14%，周三收于19.52美元。</blockquote></p><p> San Francisco-based Opendoor pioneered a tech-powered home flipping business known as iBuying, competing with Zillow, Offerpad Solutions Inc. and others. Zillow’s decision to exit that business in the face of mounting losses has raised questions about whether it’s too risky to buy and sell thousands of homes a month.</p><p><blockquote>总部位于旧金山的Opendoor开创了一项名为iBuying的技术驱动的房屋翻转业务，与Zillow、Offerpad Solutions Inc.等公司竞争。面对不断增加的亏损，Zillow决定退出该业务，这引发了人们的疑问：每月买卖数千套房屋是否风险太大。</blockquote></p><p> Opendoor purchased 15,181 homes in the third quarter, a 79% increase from the previous three months, according to a statement.</p><p><blockquote>一份声明称，Opendoor第三季度购买了15,181套房屋，比前三个月增长了79%。</blockquote></p><p> “Consumers expect a digital-first experience, and Opendoor has invested in giving it to them,” Chief Executive Officer Eric Wu said in an interview. “There’s excess demand for our product. We’re proud of the fact that we are growing so quickly and doing it in a very disciplined and measured way.”</p><p><blockquote>首席执行官Eric Wu在接受采访时表示：“消费者期望获得数字优先的体验，而Opendoor已投资为他们提供这种体验。”“对我们产品的需求过剩。我们为我们增长如此之快并且以非常有纪律和有分寸的方式增长而感到自豪。”</blockquote></p><p> Offerpad also saw shares rise after reporting third quarter earnings. The company bought more than 2,700 homes and reported a net loss of $15 million on $540 million in quarterly revenue. Shares&nbsp;once rose as much 9.8% to $7.95 on Thursday.</p><p><blockquote>Offerpad在公布第三季度收益后股价也上涨。该公司购买了2,700多套房屋，季度收入为5.4亿美元，净亏损1500万美元。周四股价一度上涨9.8%至7.95美元。</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opendoor, Offerpad Shake Off Zillow Collapse With Share Surges<blockquote>Opendoor和Offerpad通过股价飙升摆脱了Zillow的崩溃</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\">\nOpendoor, Offerpad Shake Off Zillow Collapse With Share Surges<blockquote>Opendoor和Offerpad通过股价飙升摆脱了Zillow的崩溃</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-11-11 23:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- Shares in tech-powered home-flippers climbed after the companies, known as iBuyers, posted quarterly results that gave investors confidence in the growth prospects for the industry after Zillow Group Inc.’s high-profile exit.</p><p><blockquote>（彭博社）——在Zillow Group Inc.高调退出后，科技驱动的房屋翻转公司的股价攀升，此前这些公司公布了季度业绩，让投资者对该行业的增长前景充满信心。</blockquote></p><p> Opendoor Technologies Inc. shares&nbsp;once jumped as much as much as 25% to $24.40 in after the company posted a narrower loss than analysts estimated and revenue that topped expectations. The stock had slipped 14% this year, closing Wednesday at $19.52.</p><p><blockquote>Opendoor Technologies Inc.公布亏损窄于分析师预期且营收超出预期后，该公司股价一度上涨25%至24.40美元。该股今年已下跌14%，周三收于19.52美元。</blockquote></p><p> San Francisco-based Opendoor pioneered a tech-powered home flipping business known as iBuying, competing with Zillow, Offerpad Solutions Inc. and others. Zillow’s decision to exit that business in the face of mounting losses has raised questions about whether it’s too risky to buy and sell thousands of homes a month.</p><p><blockquote>总部位于旧金山的Opendoor开创了一项名为iBuying的技术驱动的房屋翻转业务，与Zillow、Offerpad Solutions Inc.等公司竞争。面对不断增加的亏损，Zillow决定退出该业务，这引发了人们的疑问：每月买卖数千套房屋是否风险太大。</blockquote></p><p> Opendoor purchased 15,181 homes in the third quarter, a 79% increase from the previous three months, according to a statement.</p><p><blockquote>一份声明称，Opendoor第三季度购买了15,181套房屋，比前三个月增长了79%。</blockquote></p><p> “Consumers expect a digital-first experience, and Opendoor has invested in giving it to them,” Chief Executive Officer Eric Wu said in an interview. “There’s excess demand for our product. We’re proud of the fact that we are growing so quickly and doing it in a very disciplined and measured way.”</p><p><blockquote>首席执行官Eric Wu在接受采访时表示：“消费者期望获得数字优先的体验，而Opendoor已投资为他们提供这种体验。”“对我们产品的需求过剩。我们为我们增长如此之快并且以非常有纪律和有分寸的方式增长而感到自豪。”</blockquote></p><p> Offerpad also saw shares rise after reporting third quarter earnings. The company bought more than 2,700 homes and reported a net loss of $15 million on $540 million in quarterly revenue. Shares&nbsp;once rose as much 9.8% to $7.95 on Thursday.</p><p><blockquote>Offerpad在公布第三季度收益后股价也上涨。该公司购买了2,700多套房屋，季度收入为5.4亿美元，净亏损1500万美元。周四股价一度上涨9.8%至7.95美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/opendoor-offerpad-shake-off-zillow-144353622.html\">Bloomberg</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","Z":"Zillow","OPAD":"Offerpad Solutions"},"source_url":"https://finance.yahoo.com/news/opendoor-offerpad-shake-off-zillow-144353622.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168974431","content_text":"(Bloomberg) -- Shares in tech-powered home-flippers climbed after the companies, known as iBuyers, posted quarterly results that gave investors confidence in the growth prospects for the industry after Zillow Group Inc.’s high-profile exit.\nOpendoor Technologies Inc. shares once jumped as much as much as 25% to $24.40 in after the company posted a narrower loss than analysts estimated and revenue that topped expectations. The stock had slipped 14% this year, closing Wednesday at $19.52.\nSan Francisco-based Opendoor pioneered a tech-powered home flipping business known as iBuying, competing with Zillow, Offerpad Solutions Inc. and others. Zillow’s decision to exit that business in the face of mounting losses has raised questions about whether it’s too risky to buy and sell thousands of homes a month.\nOpendoor purchased 15,181 homes in the third quarter, a 79% increase from the previous three months, according to a statement.\n“Consumers expect a digital-first experience, and Opendoor has invested in giving it to them,” Chief Executive Officer Eric Wu said in an interview. “There’s excess demand for our product. We’re proud of the fact that we are growing so quickly and doing it in a very disciplined and measured way.”\nOfferpad also saw shares rise after reporting third quarter earnings. The company bought more than 2,700 homes and reported a net loss of $15 million on $540 million in quarterly revenue. Shares once rose as much 9.8% to $7.95 on Thursday.","news_type":1,"symbols_score_info":{"OPEN":0.9,"OPAD":0.9,"Z":0.9}},"isVote":1,"tweetType":1,"viewCount":2301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858881228,"gmtCreate":1635035969767,"gmtModify":1635035969987,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572346038267446","authorIdStr":"3572346038267446"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858881228","repostId":"1174514229","repostType":2,"repost":{"id":"1174514229","kind":"news","pubTimestamp":1635035471,"share":"https://www.laohu8.com/m/news/1174514229?lang=zh_CN&edition=full","pubTime":"2021-10-24 08:31","market":"us","language":"en","title":"US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周：12周IPO中的半导体、储能、设计师服装等</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174514229","media":"Renaissance Capital","summary":"The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.","content":"<p>The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.</p><p><blockquote>IPO市场继续保持繁忙，未来一周将有12起IPO计划筹集68亿美元。</blockquote></p><p> Semiconductor foundry&nbsp;<b>GlobalFoundries</b>(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.</p><p><blockquote>半导体代工<b>GlobalFoundries</b>(GFS)计划以246亿美元的市值筹集24亿美元。总部位于美国的GlobalFoundries得到阿布扎比穆巴达拉的支持，是全球领先的特种半导体代工厂之一。由于增长不稳定，该公司表示，它是唯一一家业务遍及全球但总部不在中国的规模化纯代工厂。</blockquote></p><p> Enterprise cloud data management platform&nbsp;<b>Informatica</b>(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.</p><p><blockquote>企业云数据管理平台<b>计算机科学</b>(INFA)计划以87亿美元的市值筹集8.85亿美元。该公司通过许可证和订阅在其人工智能平台上向5,700多家客户提供数据集成服务。尽管IPO后的杠杆率很高，但Informatica是全球数据管理市场公认的领导者，并在2021年上半年实现了强劲的订阅ARR增长。</blockquote></p><p> Energy storage provider&nbsp;<b>Fluence Energy</b>(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.</p><p><blockquote>储能提供商<b>注量能</b>(FLNC)计划以38亿美元的市值筹集6.98亿美元。该公司由西门子和AES组成，向公用事业公司、独立电力生产商、项目开发商以及商业和工业客户销售储能产品和服务。快速增长但无利可图，截至2011年6月30日，Fluence Energy部署了942 MW的存储产品。</blockquote></p><p> Revenue cycle management platform&nbsp;<b>Ensemble Health Partners</b>(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.</p><p><blockquote>收益周期管理平台<b>合奏健康合作伙伴</b>(ENSB)计划以36亿美元的市值筹集6.05亿美元。该平台为医疗保健行业提供收入周期管理解决方案。随着2021年上半年的加速增长，Ensemble Health管理的年度客户净患者收入超过200亿美元。</blockquote></p><p> Hiring solutions provider&nbsp;<b>HireRight Holdings</b>(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.</p><p><blockquote>招聘解决方案提供商<b>雇佣权控股公司</b>(HRT)计划以18亿美元的市值筹集5亿美元。该公司为40,000多名客户提供背景调查、验证、识别、监控以及药物和健康筛查服务。尽管现金流转为负值，但HireRight在2021年上半年的息税前利润仍实现盈利。</blockquote></p><p> Online education marketplace&nbsp;<b>Udemy</b>(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.</p><p><blockquote>在线教育市场<b>Udemy</b>(UDMY)计划以43亿美元的市值筹集4.06亿美元。该教育平台为180多个国家的4400万多名客户提供75种语言的183,000多门课程。Udemy不断增长但尚未盈利，自成立以来已注册用户超过7300万。</blockquote></p><p> Chinese drug in-licensor&nbsp;<b>LianBio</b>(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.</p><p><blockquote>中国药品许可人<b>联比奥</b>(LIAN)计划以18亿美元的市值筹集3.25亿美元。这家生物制药公司专注于中国和其他亚洲市场，开发和商业化多种适应症的药物。联生物的产品线目前包括五个不同治疗领域的九种候选产品。</blockquote></p><p> <b>Rent the Runway</b>(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.</p><p><blockquote><b>租用跑道</b>(RENT)计划以14亿美元的市值筹集2.93亿美元。这家服装租赁公司最初专注于活动服装的点菜租赁，但已逐渐过渡到主要从每月订阅箱中创收。尽管该公司在过去两个季度的活跃订户和收入有所反弹，但IPO后仍未盈利且存在杠杆作用。</blockquote></p><p> Aesthetic medical device maker&nbsp;<b>Candela Medical</b>(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.</p><p><blockquote>美容医疗器械制造商<b>坎德拉医疗</b>(CDLA)计划以17亿美元的市值筹集2.5亿美元。该公司直接在18个国家销售产品，间接在66个国家销售产品，开发用于选择性美容手术的医疗设备。尽管受到疫情的严重打击，坎德拉医疗仍实现了强劲增长，并在2021年上半年扭亏为盈。</blockquote></p><p> Fire pit brand&nbsp;<b>Solo Brands</b>(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.</p><p><blockquote>火坑品牌<b>索罗品牌</b>(DTC)计划以15亿美元的市值筹集2亿美元。Solo Brands通过其DTC平台销售火坑、野营炉和其他户外装备。这家户外电子商务发展迅速，利润丰厚，拥有超过230万客户。</blockquote></p><p> Body contouring provider&nbsp;<b>AirSculpt Technologies</b>(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.</p><p><blockquote>塑身师<b>空气雕刻技术</b>(AIRS)计划以8.86亿美元的市值筹集1.6亿美元。该公司通过美国13个州的16个中心提供微创塑身手术。AirSculpt Technologies实现盈利并稳健增长，并且由于COVID-19影响的减轻，同中心案例数量有所增加。</blockquote></p><p> Technology firm&nbsp;<b>Arteris</b>(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.</p><p><blockquote>科技公司<b>动脉</b>(AIP)计划以5.55亿美元的市值筹集7500万美元。这家技术公司开发并许可互连知识产权，管理片上系统半导体器件中的片上通信。Arteris尚未盈利，但在2021年上半年增长加速。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99c3b0173e59f4e69ff484c12bd137e7\" tg-width=\"1270\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/64e34b3c49a856e99ba64a2d57410844\" tg-width=\"1272\" tg-height=\"582\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.</p><p><blockquote>预计将有6家公司接受街头调查，多达12家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&amp;P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至10/22/21，文艺复兴IPO指数今年迄今上涨了8.2%，而标普500上涨了21.1%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Uber Technologies（UBER）和Moderna（MRNA）。Renaissance International IPO指数今年迄今下跌15.8%，而ACWX指数上涨9.1%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有最多的ETF包括美团-W大众点评和软银。</blockquote></p><p></p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周：12周IPO中的半导体、储能、设计师服装等</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周：12周IPO中的半导体、储能、设计师服装等</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-10-24 08:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.</p><p><blockquote>IPO市场继续保持繁忙，未来一周将有12起IPO计划筹集68亿美元。</blockquote></p><p> Semiconductor foundry&nbsp;<b>GlobalFoundries</b>(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.</p><p><blockquote>半导体代工<b>GlobalFoundries</b>(GFS)计划以246亿美元的市值筹集24亿美元。总部位于美国的GlobalFoundries得到阿布扎比穆巴达拉的支持，是全球领先的特种半导体代工厂之一。由于增长不稳定，该公司表示，它是唯一一家业务遍及全球但总部不在中国的规模化纯代工厂。</blockquote></p><p> Enterprise cloud data management platform&nbsp;<b>Informatica</b>(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.</p><p><blockquote>企业云数据管理平台<b>计算机科学</b>(INFA)计划以87亿美元的市值筹集8.85亿美元。该公司通过许可证和订阅在其人工智能平台上向5,700多家客户提供数据集成服务。尽管IPO后的杠杆率很高，但Informatica是全球数据管理市场公认的领导者，并在2021年上半年实现了强劲的订阅ARR增长。</blockquote></p><p> Energy storage provider&nbsp;<b>Fluence Energy</b>(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.</p><p><blockquote>储能提供商<b>注量能</b>(FLNC)计划以38亿美元的市值筹集6.98亿美元。该公司由西门子和AES组成，向公用事业公司、独立电力生产商、项目开发商以及商业和工业客户销售储能产品和服务。快速增长但无利可图，截至2011年6月30日，Fluence Energy部署了942 MW的存储产品。</blockquote></p><p> Revenue cycle management platform&nbsp;<b>Ensemble Health Partners</b>(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.</p><p><blockquote>收益周期管理平台<b>合奏健康合作伙伴</b>(ENSB)计划以36亿美元的市值筹集6.05亿美元。该平台为医疗保健行业提供收入周期管理解决方案。随着2021年上半年的加速增长，Ensemble Health管理的年度客户净患者收入超过200亿美元。</blockquote></p><p> Hiring solutions provider&nbsp;<b>HireRight Holdings</b>(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.</p><p><blockquote>招聘解决方案提供商<b>雇佣权控股公司</b>(HRT)计划以18亿美元的市值筹集5亿美元。该公司为40,000多名客户提供背景调查、验证、识别、监控以及药物和健康筛查服务。尽管现金流转为负值，但HireRight在2021年上半年的息税前利润仍实现盈利。</blockquote></p><p> Online education marketplace&nbsp;<b>Udemy</b>(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.</p><p><blockquote>在线教育市场<b>Udemy</b>(UDMY)计划以43亿美元的市值筹集4.06亿美元。该教育平台为180多个国家的4400万多名客户提供75种语言的183,000多门课程。Udemy不断增长但尚未盈利，自成立以来已注册用户超过7300万。</blockquote></p><p> Chinese drug in-licensor&nbsp;<b>LianBio</b>(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.</p><p><blockquote>中国药品许可人<b>联比奥</b>(LIAN)计划以18亿美元的市值筹集3.25亿美元。这家生物制药公司专注于中国和其他亚洲市场，开发和商业化多种适应症的药物。联生物的产品线目前包括五个不同治疗领域的九种候选产品。</blockquote></p><p> <b>Rent the Runway</b>(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.</p><p><blockquote><b>租用跑道</b>(RENT)计划以14亿美元的市值筹集2.93亿美元。这家服装租赁公司最初专注于活动服装的点菜租赁，但已逐渐过渡到主要从每月订阅箱中创收。尽管该公司在过去两个季度的活跃订户和收入有所反弹，但IPO后仍未盈利且存在杠杆作用。</blockquote></p><p> Aesthetic medical device maker&nbsp;<b>Candela Medical</b>(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.</p><p><blockquote>美容医疗器械制造商<b>坎德拉医疗</b>(CDLA)计划以17亿美元的市值筹集2.5亿美元。该公司直接在18个国家销售产品，间接在66个国家销售产品，开发用于选择性美容手术的医疗设备。尽管受到疫情的严重打击，坎德拉医疗仍实现了强劲增长，并在2021年上半年扭亏为盈。</blockquote></p><p> Fire pit brand&nbsp;<b>Solo Brands</b>(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.</p><p><blockquote>火坑品牌<b>索罗品牌</b>(DTC)计划以15亿美元的市值筹集2亿美元。Solo Brands通过其DTC平台销售火坑、野营炉和其他户外装备。这家户外电子商务发展迅速，利润丰厚，拥有超过230万客户。</blockquote></p><p> Body contouring provider&nbsp;<b>AirSculpt Technologies</b>(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.</p><p><blockquote>塑身师<b>空气雕刻技术</b>(AIRS)计划以8.86亿美元的市值筹集1.6亿美元。该公司通过美国13个州的16个中心提供微创塑身手术。AirSculpt Technologies实现盈利并稳健增长，并且由于COVID-19影响的减轻，同中心案例数量有所增加。</blockquote></p><p> Technology firm&nbsp;<b>Arteris</b>(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.</p><p><blockquote>科技公司<b>动脉</b>(AIP)计划以5.55亿美元的市值筹集7500万美元。这家技术公司开发并许可互连知识产权，管理片上系统半导体器件中的片上通信。Arteris尚未盈利，但在2021年上半年增长加速。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99c3b0173e59f4e69ff484c12bd137e7\" tg-width=\"1270\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/64e34b3c49a856e99ba64a2d57410844\" tg-width=\"1272\" tg-height=\"582\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.</p><p><blockquote>预计将有6家公司接受街头调查，多达12家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&amp;P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至10/22/21，文艺复兴IPO指数今年迄今上涨了8.2%，而标普500上涨了21.1%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Uber Technologies（UBER）和Moderna（MRNA）。Renaissance International IPO指数今年迄今下跌15.8%，而ACWX指数上涨9.1%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有最多的ETF包括美团-W大众点评和软银。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i\">Renaissance Capital</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UDMY":"Udemy, Inc.","AIRS":"Airsculpt Technologies","FLNC":"Fluence Energy, Inc.",".SPX":"S&P 500 Index","AIP":"Arteris, Inc.","RENT":"Rent the Runway, Inc.","INFA":"Informatica Inc.",".DJI":"道琼斯","HRT":"HireRight Holdings Corp.","GFS":"GLOBALFOUNDRIES Inc.",".IXIC":"NASDAQ Composite"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174514229","content_text":"The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.\nSemiconductor foundry GlobalFoundries(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.\nEnterprise cloud data management platform Informatica(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.\nEnergy storage provider Fluence Energy(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.\nRevenue cycle management platform Ensemble Health Partners(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.\nHiring solutions provider HireRight Holdings(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.\nOnline education marketplace Udemy(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.\nChinese drug in-licensor LianBio(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.\nRent the Runway(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.\nAesthetic medical device maker Candela Medical(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.\nFire pit brand Solo Brands(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.\nBody contouring provider AirSculpt Technologies(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.\nTechnology firm Arteris(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"CDLA":0.9,"ENSB":0.9,"UDMY":0.9,"AIRS":0.9,".SPX":0.9,"GFS":0.9,"LIAN":0.9,"RENT":0.9,"FLNC":0.9,"DTC":0.9,"INFA":0.9,"AIP":0.9,"HRT":0.9}},"isVote":1,"tweetType":1,"viewCount":2631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829039575,"gmtCreate":1633441711792,"gmtModify":1633441712077,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572346038267446","authorIdStr":"3572346038267446"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829039575","repostId":"1179920153","repostType":2,"isVote":1,"tweetType":1,"viewCount":2580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829030890,"gmtCreate":1633441643765,"gmtModify":1633441644169,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572346038267446","authorIdStr":"3572346038267446"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829030890","repostId":"1116662375","repostType":2,"repost":{"id":"1116662375","kind":"news","pubTimestamp":1633441259,"share":"https://www.laohu8.com/m/news/1116662375?lang=zh_CN&edition=full","pubTime":"2021-10-05 21:40","market":"us","language":"en","title":"A decade later, Steve Jobs is still paving Apple’s path to success<blockquote>十年后，史蒂夫·乔布斯仍在为苹果的成功铺平道路</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116662375","media":"macworld","summary":"Time rolls forward, the past recedes, and it all starts to fade, doesn’t it? Ten years ago, Steve Jo","content":"<p>Time rolls forward, the past recedes, and it all starts to fade, doesn’t it? Ten years ago, Steve Jobs died, and at the time Ipondered how he’d be remembered. In the intervening years, his most notable product–Apple itself–has risen to unimaginable levels of power and influence.</p><p><blockquote>时间向前滚动，过去退去，一切都开始褪色，不是吗？十年前，史蒂夫·乔布斯去世了，当时我在想人们会如何记住他。在此期间，他最著名的产品——苹果本身——已经上升到难以想象的权力和影响力水平。</blockquote></p><p> The fact that so much of Apple’s growth has happened since Jobs’s departure hasn’t reduced him at all. It would be relatively easy to argue that the success of Tim Cook’s Apple suggests that, despite everyone’s concern in the late days of 2011, the company actually<i>could</i>go on without Jobs at the helm. But that’s not what anyone thinks. Instead, Jobs is credited for putting Apple on the path that led to it becoming what it is today.</p><p><blockquote>事实上，自乔布斯离开以来，苹果取得了如此大的增长，但这丝毫没有削弱他的实力。可以相对容易地说，蒂姆·库克的苹果的成功表明，尽管2011年末所有人都很担心，但该公司实际上<i>可以</i>没有乔布斯掌舵继续下去。但没人这么想。相反，乔布斯被认为是让苹果走上了今天的道路。</blockquote></p><p> The 10 years before</p><p><blockquote>10年前</blockquote></p><p> On October 5, 2001, 10 years before Jobs passed away, Apple is busy digging itself out of an enormous hole. Jobs returned to the company with the purchase of NeXT in late 1996, assumed the reins of power in mid-1997, and four years later his big accomplishment is mostly that Apple hasn’t gone out of business yet. Thanks to the&nbsp;iMac G3, the company had a financial lifeline that has allowed it to renovate the rest of the Mac product line, get an&nbsp;entirely new Mac OSout the door, and begin&nbsp;expanding into retail.</p><p><blockquote>2001年10月5日，乔布斯去世前10年，苹果正忙着把自己从一个巨大的坑里挖出来。乔布斯于1996年底收购了NeXT，重返公司，并于1997年中期掌权，四年后，他的重大成就主要是苹果尚未倒闭。多亏了iMac G3，该公司有了一条财务生命线，使其能够翻新Mac产品线的其余部分，推出全新的Mac OS，并开始向零售领域扩张。</blockquote></p><p> This is a very different Apple than the one that most people remember, an&nbsp;invisible era&nbsp;where Jobs was furiously throwing ideas at the wall to see what would stick. (A server! Acube-shaped Power Mac!) This Apple was not afraid of failure. It wasn’t afraid of looking foolish. It was, in fact, completely embracing the fact that it would need to keep trying and be willing to fail in order to find where it might succeed.</p><p><blockquote>这是一个与大多数人记忆中截然不同的苹果，一个无形的时代，乔布斯疯狂地向墙上扔想法，看看什么会坚持下去。（一台服务器！立方体形状的Power Mac！）这个苹果不怕失败。它不怕看起来很愚蠢。事实上，它完全接受了这样一个事实，即它需要不断尝试并愿意失败，以便找到它可能成功的地方。</blockquote></p><p> One of those wild ideas ended up saving the company.</p><p><blockquote>其中一个疯狂的想法最终拯救了公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/272cbc070a8abecbfeba42331c92a783\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>Apple had been struggling for years. Then the iPod came along to start a string of successes that made the company what it is today.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果多年来一直在挣扎。然后iPod出现了，开始了一系列的成功，使公司成为今天的样子。</span></p></blockquote></p><p> Ten years before Steve Jobs died, he and his team were putting the finishing touches on the new product they’d be introducing a couple of weeks later. It was another weird idea that was still worth trying–a digital music player so compact that you could carry a thousand songs with you in your pocket.</p><p><blockquote>史蒂夫·乔布斯去世前十年，他和他的团队正在为他们几周后推出的新产品做最后的润色。这是另一个仍然值得一试的奇怪想法——一个如此紧凑的数字音乐播放器，你可以在口袋里随身携带一千首歌曲。</blockquote></p><p> The iMac G3’s sales success might have given Apple a lifeline, but it was the iPod (which has its 20th birthday later this month) that introduced Apple’s brand to countless people who had never,<i>would</i>never consider buying a Mac. And combined with the expanding Apple retail empire–another idea that might have ended in disaster, but didn’t–the iPod turned people on to Apple as a brand, making them consider the Mac as well–and Apple’s fortunes grew.</p><p><blockquote>iMac G3的销售成功可能给了苹果一条生命线，但正是iPod（本月晚些时候将迎来20岁生日）将苹果的品牌介绍给了无数从未接触过的人，<i>将会</i>永远不要考虑买Mac。再加上不断扩张的苹果零售帝国——另一个可能以灾难告终的想法，但没有——iPod让人们对苹果这个品牌产生了兴趣，让他们也考虑Mac——苹果的财富也随之增长。</blockquote></p><p> From there, of course, Apple was on the path to build the iPhone and the iPad, constructing the core trio of products that drive the company even today.</p><p><blockquote>当然，从那时起，苹果就走上了制造iPhone和iPad的道路，构建了推动公司发展的三大核心产品。</blockquote></p><p> The 10 years after</p><p><blockquote>10年后</blockquote></p><p> During Apple’sfinal financial quarter with Jobs as CEO, Apple delivered its best financial quarter ever. The company generated a record $28.6 billion in revenue and a record $7.31 billion in profit. It sold $13.3 billion worth of iPhones, $6 billion worth of iPads, and $5.1 billion worth of Macs.</p><p><blockquote>在乔布斯担任首席执行官的苹果的最后一个财务季度，苹果实现了有史以来最好的财务季度。该公司创造了创纪录的286亿美元收入和创纪录的73.1亿美元利润。它售出了价值133亿美元的iPhone、价值60亿美元的iPad和价值51亿美元的Mac。</blockquote></p><p> Ten years after Jobs left Apple,the resultswere a bit better. Revenue was $81.4 billion, 2.8 times more than the decade-ago quarter. Profit was $21.7 billion, nearly three times the decade-ago total. Apple sold $39.5 billion worth of iPhones (up nearly 3 times), $7.3 billion worth of iPads (up 22 percent), and $8.2 billion worth of Macs (up 61 percent).</p><p><blockquote>乔布斯离开苹果十年后，结果稍微好一点。收入为814亿美元，是十年前季度的2.8倍。利润为217亿美元，几乎是十年前总额的三倍。苹果售出了价值395亿美元的iPhone（增长近3倍）、价值73亿美元的iPad（增长22%）和价值82亿美元的Mac（增长61%）。</blockquote></p><p> Under Tim Cook’s stewardship, Apple has tripled what it makes in an average quarter. It has grown two major new sources of revenue in wearable products (such as Apple Watch and AirPods) and services. Does Tim Cook deserve credit for this? Given how so many experts were convinced that Apple would be utterly adrift without Steve Jobs at the helm, I certainly think so.</p><p><blockquote>在蒂姆·库克的管理下，苹果的平均季度收入增长了两倍。它在可穿戴产品（如苹果手表和AirPods）和服务方面增加了两个主要的新收入来源。蒂姆·库克值得为此受到表扬吗？鉴于如此多的专家确信，如果没有史蒂夫·乔布斯的掌舵，苹果将会完全迷失方向，我当然这么认为。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ff011b19b561e07a75dc6408fdd7251\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>Apple has experienced tremendous success since Steve Jobs’ death. Tim Cook deserves all the credit, just as Jobs is viewed as the one who set it all up.</span></p><p><blockquote><p class=\"t-img-caption\"><span>自史蒂夫·乔布斯去世以来，苹果取得了巨大的成功。蒂姆·库克应该得到所有的荣誉，就像乔布斯被认为是这一切的幕后黑手一样。</span></p></blockquote></p><p> Just as Apple’s modern corporate culture really owes itself to what Jobs established when he returned to the company in the 1990s, Cook himself was chosen by Jobs as his successor. I think it’s fair to say that Jobs probably saw the trajectory Apple was on and trusted Cook to navigate the company through that growth while also continuing to focus on developing new products and iterating on existing ones.</p><p><blockquote>正如苹果的现代企业文化真正归功于乔布斯上世纪90年代重返公司时建立的东西一样，库克本人也被乔布斯选为继任者。我认为公平地说，乔布斯可能看到了苹果的发展轨迹，并相信库克能够带领公司实现增长，同时继续专注于开发新产品和迭代现有产品。</blockquote></p><p></p><p> So while Cook deserves credit for steering Apple through these waters, Jobs is rightfully viewed as the person who set it all up. The enormous success of Apple in the decade since Jobs died only adds to his legacy.</p><p><blockquote>因此，尽管库克带领苹果渡过这些难关值得称赞，但乔布斯理应被视为这一切的始作俑者。苹果在乔布斯去世后的十年里取得的巨大成功只会增加他的遗产。</blockquote></p><p> But lest we forget, nothing is forever. Apple TV+, a service that Jobs probably wouldn’t have conceived of himself, recently premiered a series based on Isaac Asimov’s “Foundation” book series. “Foundation” is, fundamentally, about one man’s vision of the future–and how one man’s vision is no match for the sweep of history.</p><p><blockquote>但是我们不要忘记，没有什么是永恒的。苹果TV+是乔布斯自己可能不会想到的服务，最近首播了一个基于艾萨克·阿西莫夫“基金会”系列丛书的系列。从根本上说，“基础”是关于一个人对未来的愿景——以及一个人的愿景如何无法与历史的横扫相媲美。</blockquote></p><p> Time does roll forward, and our perceptions of events continue to shift. Events witnessed in person become old stories retold, subject to the limits of our memories and the imperfection of second-hand storytelling. My daughter was born just after the iPod was announced, but before it shipped. She’s about to turn 20. Where does the time go?</p><p><blockquote>时间确实在向前滚动，我们对事件的看法也在不断变化。亲眼目睹的事件变成了旧故事的复述，受制于我们记忆的限制和二手故事的不完善。我的女儿出生在iPod发布后，但在它上市之前。她快20岁了。时间去了哪里？</blockquote></p><p> “Those of us who are lucky enough to grow old and rickety (in a way that, cruelly, Steven Paul Jobs was never allowed to) will say that we saw that man stand upon a stage with a giant Apple logo behind him and introduce a new iconic, world-changing product,”I wrote when Jobs died. “In a hundred years, perhaps he will have been reduced to a caricature.” Maybe so. But we should all be so lucky.</p><p><blockquote>“我们这些幸运地变老、摇摇晃晃的人（史蒂芬·保罗·乔布斯从未被允许这样做）会说，我们看到那个人站在舞台上，身后有一个巨大的苹果标志，并介绍了一个新的标志性的、改变世界的产品，”乔布斯去世时我写道。“一百年后，或许他会沦为一幅漫画。”也许是这样。但我们都应该如此幸运。</blockquote></p><p></p>","source":"lsy1633441374938","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>A decade later, Steve Jobs is still paving Apple’s path to success<blockquote>十年后，史蒂夫·乔布斯仍在为苹果的成功铺平道路</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\">\nA decade later, Steve Jobs is still paving Apple’s path to success<blockquote>十年后，史蒂夫·乔布斯仍在为苹果的成功铺平道路</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">macworld</strong><span class=\"h-time small\">2021-10-05 21:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Time rolls forward, the past recedes, and it all starts to fade, doesn’t it? Ten years ago, Steve Jobs died, and at the time Ipondered how he’d be remembered. In the intervening years, his most notable product–Apple itself–has risen to unimaginable levels of power and influence.</p><p><blockquote>时间向前滚动，过去退去，一切都开始褪色，不是吗？十年前，史蒂夫·乔布斯去世了，当时我在想人们会如何记住他。在此期间，他最著名的产品——苹果本身——已经上升到难以想象的权力和影响力水平。</blockquote></p><p> The fact that so much of Apple’s growth has happened since Jobs’s departure hasn’t reduced him at all. It would be relatively easy to argue that the success of Tim Cook’s Apple suggests that, despite everyone’s concern in the late days of 2011, the company actually<i>could</i>go on without Jobs at the helm. But that’s not what anyone thinks. Instead, Jobs is credited for putting Apple on the path that led to it becoming what it is today.</p><p><blockquote>事实上，自乔布斯离开以来，苹果取得了如此大的增长，但这丝毫没有削弱他的实力。可以相对容易地说，蒂姆·库克的苹果的成功表明，尽管2011年末所有人都很担心，但该公司实际上<i>可以</i>没有乔布斯掌舵继续下去。但没人这么想。相反，乔布斯被认为是让苹果走上了今天的道路。</blockquote></p><p> The 10 years before</p><p><blockquote>10年前</blockquote></p><p> On October 5, 2001, 10 years before Jobs passed away, Apple is busy digging itself out of an enormous hole. Jobs returned to the company with the purchase of NeXT in late 1996, assumed the reins of power in mid-1997, and four years later his big accomplishment is mostly that Apple hasn’t gone out of business yet. Thanks to the&nbsp;iMac G3, the company had a financial lifeline that has allowed it to renovate the rest of the Mac product line, get an&nbsp;entirely new Mac OSout the door, and begin&nbsp;expanding into retail.</p><p><blockquote>2001年10月5日，乔布斯去世前10年，苹果正忙着把自己从一个巨大的坑里挖出来。乔布斯于1996年底收购了NeXT，重返公司，并于1997年中期掌权，四年后，他的重大成就主要是苹果尚未倒闭。多亏了iMac G3，该公司有了一条财务生命线，使其能够翻新Mac产品线的其余部分，推出全新的Mac OS，并开始向零售领域扩张。</blockquote></p><p> This is a very different Apple than the one that most people remember, an&nbsp;invisible era&nbsp;where Jobs was furiously throwing ideas at the wall to see what would stick. (A server! Acube-shaped Power Mac!) This Apple was not afraid of failure. It wasn’t afraid of looking foolish. It was, in fact, completely embracing the fact that it would need to keep trying and be willing to fail in order to find where it might succeed.</p><p><blockquote>这是一个与大多数人记忆中截然不同的苹果，一个无形的时代，乔布斯疯狂地向墙上扔想法，看看什么会坚持下去。（一台服务器！立方体形状的Power Mac！）这个苹果不怕失败。它不怕看起来很愚蠢。事实上，它完全接受了这样一个事实，即它需要不断尝试并愿意失败，以便找到它可能成功的地方。</blockquote></p><p> One of those wild ideas ended up saving the company.</p><p><blockquote>其中一个疯狂的想法最终拯救了公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/272cbc070a8abecbfeba42331c92a783\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>Apple had been struggling for years. Then the iPod came along to start a string of successes that made the company what it is today.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果多年来一直在挣扎。然后iPod出现了，开始了一系列的成功，使公司成为今天的样子。</span></p></blockquote></p><p> Ten years before Steve Jobs died, he and his team were putting the finishing touches on the new product they’d be introducing a couple of weeks later. It was another weird idea that was still worth trying–a digital music player so compact that you could carry a thousand songs with you in your pocket.</p><p><blockquote>史蒂夫·乔布斯去世前十年，他和他的团队正在为他们几周后推出的新产品做最后的润色。这是另一个仍然值得一试的奇怪想法——一个如此紧凑的数字音乐播放器，你可以在口袋里随身携带一千首歌曲。</blockquote></p><p> The iMac G3’s sales success might have given Apple a lifeline, but it was the iPod (which has its 20th birthday later this month) that introduced Apple’s brand to countless people who had never,<i>would</i>never consider buying a Mac. And combined with the expanding Apple retail empire–another idea that might have ended in disaster, but didn’t–the iPod turned people on to Apple as a brand, making them consider the Mac as well–and Apple’s fortunes grew.</p><p><blockquote>iMac G3的销售成功可能给了苹果一条生命线，但正是iPod（本月晚些时候将迎来20岁生日）将苹果的品牌介绍给了无数从未接触过的人，<i>将会</i>永远不要考虑买Mac。再加上不断扩张的苹果零售帝国——另一个可能以灾难告终的想法，但没有——iPod让人们对苹果这个品牌产生了兴趣，让他们也考虑Mac——苹果的财富也随之增长。</blockquote></p><p> From there, of course, Apple was on the path to build the iPhone and the iPad, constructing the core trio of products that drive the company even today.</p><p><blockquote>当然，从那时起，苹果就走上了制造iPhone和iPad的道路，构建了推动公司发展的三大核心产品。</blockquote></p><p> The 10 years after</p><p><blockquote>10年后</blockquote></p><p> During Apple’sfinal financial quarter with Jobs as CEO, Apple delivered its best financial quarter ever. The company generated a record $28.6 billion in revenue and a record $7.31 billion in profit. It sold $13.3 billion worth of iPhones, $6 billion worth of iPads, and $5.1 billion worth of Macs.</p><p><blockquote>在乔布斯担任首席执行官的苹果的最后一个财务季度，苹果实现了有史以来最好的财务季度。该公司创造了创纪录的286亿美元收入和创纪录的73.1亿美元利润。它售出了价值133亿美元的iPhone、价值60亿美元的iPad和价值51亿美元的Mac。</blockquote></p><p> Ten years after Jobs left Apple,the resultswere a bit better. Revenue was $81.4 billion, 2.8 times more than the decade-ago quarter. Profit was $21.7 billion, nearly three times the decade-ago total. Apple sold $39.5 billion worth of iPhones (up nearly 3 times), $7.3 billion worth of iPads (up 22 percent), and $8.2 billion worth of Macs (up 61 percent).</p><p><blockquote>乔布斯离开苹果十年后，结果稍微好一点。收入为814亿美元，是十年前季度的2.8倍。利润为217亿美元，几乎是十年前总额的三倍。苹果售出了价值395亿美元的iPhone（增长近3倍）、价值73亿美元的iPad（增长22%）和价值82亿美元的Mac（增长61%）。</blockquote></p><p> Under Tim Cook’s stewardship, Apple has tripled what it makes in an average quarter. It has grown two major new sources of revenue in wearable products (such as Apple Watch and AirPods) and services. Does Tim Cook deserve credit for this? Given how so many experts were convinced that Apple would be utterly adrift without Steve Jobs at the helm, I certainly think so.</p><p><blockquote>在蒂姆·库克的管理下，苹果的平均季度收入增长了两倍。它在可穿戴产品（如苹果手表和AirPods）和服务方面增加了两个主要的新收入来源。蒂姆·库克值得为此受到表扬吗？鉴于如此多的专家确信，如果没有史蒂夫·乔布斯的掌舵，苹果将会完全迷失方向，我当然这么认为。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ff011b19b561e07a75dc6408fdd7251\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>Apple has experienced tremendous success since Steve Jobs’ death. Tim Cook deserves all the credit, just as Jobs is viewed as the one who set it all up.</span></p><p><blockquote><p class=\"t-img-caption\"><span>自史蒂夫·乔布斯去世以来，苹果取得了巨大的成功。蒂姆·库克应该得到所有的荣誉，就像乔布斯被认为是这一切的幕后黑手一样。</span></p></blockquote></p><p> Just as Apple’s modern corporate culture really owes itself to what Jobs established when he returned to the company in the 1990s, Cook himself was chosen by Jobs as his successor. I think it’s fair to say that Jobs probably saw the trajectory Apple was on and trusted Cook to navigate the company through that growth while also continuing to focus on developing new products and iterating on existing ones.</p><p><blockquote>正如苹果的现代企业文化真正归功于乔布斯上世纪90年代重返公司时建立的东西一样，库克本人也被乔布斯选为继任者。我认为公平地说，乔布斯可能看到了苹果的发展轨迹，并相信库克能够带领公司实现增长，同时继续专注于开发新产品和迭代现有产品。</blockquote></p><p></p><p> So while Cook deserves credit for steering Apple through these waters, Jobs is rightfully viewed as the person who set it all up. The enormous success of Apple in the decade since Jobs died only adds to his legacy.</p><p><blockquote>因此，尽管库克带领苹果渡过这些难关值得称赞，但乔布斯理应被视为这一切的始作俑者。苹果在乔布斯去世后的十年里取得的巨大成功只会增加他的遗产。</blockquote></p><p> But lest we forget, nothing is forever. Apple TV+, a service that Jobs probably wouldn’t have conceived of himself, recently premiered a series based on Isaac Asimov’s “Foundation” book series. “Foundation” is, fundamentally, about one man’s vision of the future–and how one man’s vision is no match for the sweep of history.</p><p><blockquote>但是我们不要忘记，没有什么是永恒的。苹果TV+是乔布斯自己可能不会想到的服务，最近首播了一个基于艾萨克·阿西莫夫“基金会”系列丛书的系列。从根本上说，“基础”是关于一个人对未来的愿景——以及一个人的愿景如何无法与历史的横扫相媲美。</blockquote></p><p> Time does roll forward, and our perceptions of events continue to shift. Events witnessed in person become old stories retold, subject to the limits of our memories and the imperfection of second-hand storytelling. My daughter was born just after the iPod was announced, but before it shipped. She’s about to turn 20. Where does the time go?</p><p><blockquote>时间确实在向前滚动，我们对事件的看法也在不断变化。亲眼目睹的事件变成了旧故事的复述，受制于我们记忆的限制和二手故事的不完善。我的女儿出生在iPod发布后，但在它上市之前。她快20岁了。时间去了哪里？</blockquote></p><p> “Those of us who are lucky enough to grow old and rickety (in a way that, cruelly, Steven Paul Jobs was never allowed to) will say that we saw that man stand upon a stage with a giant Apple logo behind him and introduce a new iconic, world-changing product,”I wrote when Jobs died. “In a hundred years, perhaps he will have been reduced to a caricature.” Maybe so. But we should all be so lucky.</p><p><blockquote>“我们这些幸运地变老、摇摇晃晃的人（史蒂芬·保罗·乔布斯从未被允许这样做）会说，我们看到那个人站在舞台上，身后有一个巨大的苹果标志，并介绍了一个新的标志性的、改变世界的产品，”乔布斯去世时我写道。“一百年后，或许他会沦为一幅漫画。”也许是这样。但我们都应该如此幸运。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.macworld.com/article/540956/steve-jobs-apple-path-to-success.html\">macworld</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.macworld.com/article/540956/steve-jobs-apple-path-to-success.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116662375","content_text":"Time rolls forward, the past recedes, and it all starts to fade, doesn’t it? Ten years ago, Steve Jobs died, and at the time Ipondered how he’d be remembered. In the intervening years, his most notable product–Apple itself–has risen to unimaginable levels of power and influence.\nThe fact that so much of Apple’s growth has happened since Jobs’s departure hasn’t reduced him at all. It would be relatively easy to argue that the success of Tim Cook’s Apple suggests that, despite everyone’s concern in the late days of 2011, the company actuallycouldgo on without Jobs at the helm. But that’s not what anyone thinks. Instead, Jobs is credited for putting Apple on the path that led to it becoming what it is today.\nThe 10 years before\nOn October 5, 2001, 10 years before Jobs passed away, Apple is busy digging itself out of an enormous hole. Jobs returned to the company with the purchase of NeXT in late 1996, assumed the reins of power in mid-1997, and four years later his big accomplishment is mostly that Apple hasn’t gone out of business yet. Thanks to the iMac G3, the company had a financial lifeline that has allowed it to renovate the rest of the Mac product line, get an entirely new Mac OSout the door, and begin expanding into retail.\nThis is a very different Apple than the one that most people remember, an invisible era where Jobs was furiously throwing ideas at the wall to see what would stick. (A server! Acube-shaped Power Mac!) This Apple was not afraid of failure. It wasn’t afraid of looking foolish. It was, in fact, completely embracing the fact that it would need to keep trying and be willing to fail in order to find where it might succeed.\nOne of those wild ideas ended up saving the company.\nApple had been struggling for years. Then the iPod came along to start a string of successes that made the company what it is today.\nTen years before Steve Jobs died, he and his team were putting the finishing touches on the new product they’d be introducing a couple of weeks later. It was another weird idea that was still worth trying–a digital music player so compact that you could carry a thousand songs with you in your pocket.\nThe iMac G3’s sales success might have given Apple a lifeline, but it was the iPod (which has its 20th birthday later this month) that introduced Apple’s brand to countless people who had never,wouldnever consider buying a Mac. And combined with the expanding Apple retail empire–another idea that might have ended in disaster, but didn’t–the iPod turned people on to Apple as a brand, making them consider the Mac as well–and Apple’s fortunes grew.\nFrom there, of course, Apple was on the path to build the iPhone and the iPad, constructing the core trio of products that drive the company even today.\nThe 10 years after\nDuring Apple’sfinal financial quarter with Jobs as CEO, Apple delivered its best financial quarter ever. The company generated a record $28.6 billion in revenue and a record $7.31 billion in profit. It sold $13.3 billion worth of iPhones, $6 billion worth of iPads, and $5.1 billion worth of Macs.\nTen years after Jobs left Apple,the resultswere a bit better. Revenue was $81.4 billion, 2.8 times more than the decade-ago quarter. Profit was $21.7 billion, nearly three times the decade-ago total. Apple sold $39.5 billion worth of iPhones (up nearly 3 times), $7.3 billion worth of iPads (up 22 percent), and $8.2 billion worth of Macs (up 61 percent).\nUnder Tim Cook’s stewardship, Apple has tripled what it makes in an average quarter. It has grown two major new sources of revenue in wearable products (such as Apple Watch and AirPods) and services. Does Tim Cook deserve credit for this? Given how so many experts were convinced that Apple would be utterly adrift without Steve Jobs at the helm, I certainly think so.\nApple has experienced tremendous success since Steve Jobs’ death. Tim Cook deserves all the credit, just as Jobs is viewed as the one who set it all up.\nJust as Apple’s modern corporate culture really owes itself to what Jobs established when he returned to the company in the 1990s, Cook himself was chosen by Jobs as his successor. I think it’s fair to say that Jobs probably saw the trajectory Apple was on and trusted Cook to navigate the company through that growth while also continuing to focus on developing new products and iterating on existing ones.\nSo while Cook deserves credit for steering Apple through these waters, Jobs is rightfully viewed as the person who set it all up. The enormous success of Apple in the decade since Jobs died only adds to his legacy.\nBut lest we forget, nothing is forever. Apple TV+, a service that Jobs probably wouldn’t have conceived of himself, recently premiered a series based on Isaac Asimov’s “Foundation” book series. “Foundation” is, fundamentally, about one man’s vision of the future–and how one man’s vision is no match for the sweep of history.\nTime does roll forward, and our perceptions of events continue to shift. Events witnessed in person become old stories retold, subject to the limits of our memories and the imperfection of second-hand storytelling. My daughter was born just after the iPod was announced, but before it shipped. She’s about to turn 20. Where does the time go?\n“Those of us who are lucky enough to grow old and rickety (in a way that, cruelly, Steven Paul Jobs was never allowed to) will say that we saw that man stand upon a stage with a giant Apple logo behind him and introduce a new iconic, world-changing product,”I wrote when Jobs died. “In a hundred years, perhaps he will have been reduced to a caricature.” Maybe so. But we should all be so lucky.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150600483,"gmtCreate":1624894500642,"gmtModify":1631891162786,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572346038267446","authorIdStr":"3572346038267446"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150600483","repostId":"2146835880","repostType":4,"isVote":1,"tweetType":1,"viewCount":2368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111001607,"gmtCreate":1622642730009,"gmtModify":1631891162791,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572346038267446","authorIdStr":"3572346038267446"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/111001607","repostId":"1139790754","repostType":4,"repost":{"id":"1139790754","kind":"news","pubTimestamp":1622642200,"share":"https://www.laohu8.com/m/news/1139790754?lang=zh_CN&edition=full","pubTime":"2021-06-02 21:56","market":"us","language":"en","title":"Amazon: The Cash Will Come<blockquote>亚马逊：现金会来的</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139790754","media":"seekingalpha","summary":"Summary\n\nAlthough Amazon benefited from COVID-induced shutdowns, the best is yet to come for free ca","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Although Amazon benefited from COVID-induced shutdowns, the best is yet to come for free cash flow.</li>  <li>Lagging free cash flow growth in 2020 and 2021 is due to investment to support growth, going after massive opportunities.</li>  <li>After lagging the market, the company is trading at an attractive valuation.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a085447e5042d959bca14408fd50b9d\" tg-width=\"768\" tg-height=\"512\"><span>Photo by Bet_Noire/iStock via Getty Images</span></p><p><blockquote><ul><li>尽管亚马逊受益于新冠疫情引发的停工，但自由现金流的最佳状态尚未到来。</li><li>2020年和2021年自由现金流增长滞后是由于支持增长的投资，追求大量机会。</li><li>在落后于市场之后，该公司的估值颇具吸引力。</li></ul><p class=\"t-img-caption\"><span>摄影：Bet_Noire/iStock，来自Getty Images</span></p></blockquote></p><p> Short-sighted investors are selling Amazon (AMZN), which has been a massive beneficiary of the COVID shutdowns, to fund dubious reopening plays like General Electric (GE) and Nucor (NUE). As a result, Amazon has lagged the market year-to-date and is now trading at an attractive valuation.</p><p><blockquote>短视的投资者正在出售亚马逊（AMZN），该公司一直是新冠疫情停工的巨大受益者，以资助通用电气（GE）和纽柯钢铁（NUE）等可疑的重新开业公司。因此，亚马逊今年迄今一直落后于市场，目前的估值颇具吸引力。</blockquote></p><p> Although Amazon's revenue and EPS has benefited tremendously from COVID, free cash flow has not. After the current spending cycle winds down, Amazon seems poised to experience an explosion of free cash flow by 2022 and 2023. After all, it is the cash that the company gets to keep for investors that makes the company powerful and investors rich.</p><p><blockquote>尽管亚马逊的收入和每股收益从新冠疫情中受益匪浅，但自由现金流却没有。在当前的支出周期结束后，亚马逊似乎准备在2022年和2023年经历自由现金流的爆炸式增长。毕竟，正是公司为投资者保留的现金让公司变得强大，投资者变得富有。</blockquote></p><p> <b>COVID Beneficiary</b></p><p><blockquote><b>COVID受益人</b></blockquote></p><p> Amazon has been a massive beneficiary of COVID. The company generated $386 billion of revenue in 2020, up 37.6% y/y. This Amazon's fastest growth rate since 2011, even including the inorganic contribution to growth in 2017 and 2018 when it&nbsp;acquired&nbsp;Whole Foods. Amazingly, the last time the company grew faster was in 2011 when the company generated \"only\" $48 billion in revenue. Who said elephants can't dance?</p><p><blockquote>亚马逊一直是新冠疫情的巨大受益者。该公司2020年收入为3860亿美元，同比增长37.6%。这是亚马逊自2011年以来最快的增速，甚至包括2017年和2018年收购全食超市时对增长的无机贡献。令人惊讶的是，该公司上一次增长更快是在2011年，当时该公司“仅”创造了480亿美元的收入。谁说大象不会跳舞？</blockquote></p><p> In 2020, Amazon's e-commerce businesses experienced accelerated revenue growth:</p><p><blockquote>2020年，亚马逊电商业务收入加速增长：</blockquote></p><p> <ul>  <li>3rd Party Seller Services increased 49.6% to $80.4 billion.</li>  <li>Online stores increased 39.7% to $197 billion.</li> </ul> In 2020, the company's other businesses continued to decelerate, though likely at a lower deceleration than without COVID:</p><p><blockquote><ul><li>第三方卖家服务增长49.6%，达到804亿美元。</li><li>在线商店增长39.7%，达到1970亿美元。</li></ul>2020年，该公司的其他业务继续减速，尽管减速可能低于没有新冠疫情的情况：</blockquote></p><p> <ul>  <li>Subscription Services grew 31.2% y/y $25.2 billion, a 4.4% point y/y deceleration vs. a 10.1% point deceleration the prior year.</li>  <li>AWS grew 29.5% to $45.4 billion, a 7% point y/y deceleration vs. a 10.5% point deceleration the prior year.</li> </ul> Physical stores, not surprisingly, is the only business that got hurt by COVID, declining 5.6% to $16.2 billion. A 5.6% decline isn't even that bad, and this business is a drop in the bucket given Amazon's total revenue of $489 billion in 2020.</p><p><blockquote><ul><li>订阅服务同比增长31.2%，达到252亿美元，同比下降4.4%，而上年下降10.1%。</li><li>AWS增长29.5%，达到454亿美元，同比下降7%，而上一年下降10.5%。</li></ul>毫不奇怪，实体店是唯一受到新冠疫情影响的业务，下降了5.6%，至162亿美元。5.6%的下降甚至没有那么糟糕，考虑到亚马逊2020年4890亿美元的总收入，这项业务只是杯水车薪。</blockquote></p><p> The COVID benefits largely extended into 2021 as consensus estimates put 2021 revenue growth at a robust 26.9% on top of tough comps.</p><p><blockquote>新冠疫情带来的好处很大程度上延续到了2021年，因为市场普遍预测2021年收入增长将达到26.9%，高于严峻的业绩。</blockquote></p><p> The company saw an even bigger increase in accounting profits. Operating income expanded to 5.9% in 2020, a 70 bps y/y expansion. It is important to note that excluding one-time $11.5 billion COVID-related expenses in 2020, Amazon's operating margin would have been 8.9% rather than the reported 5.9%.</p><p><blockquote>该公司的会计利润增幅更大。2020年营业收入增长至5.9%，同比增长70个基点。值得注意的是，排除2020年一次性115亿美元的新冠相关费用，亚马逊的营业利润率将为8.9%，而不是报道的5.9%。</blockquote></p><p> GAAP EPS grew an incredible 81.8% y/y to $41.83 per share.</p><p><blockquote>GAAP每股收益同比增长81.8%，达到每股41.83美元，令人难以置信。</blockquote></p><p> <b>Where Is My Money?</b></p><p><blockquote><b>我的钱呢？</b></blockquote></p><p> Although revenue grow 37.6% y/y and EPS grew 81.8% y/y in 2020, free cash flow growth lagged materially, growing only 20.1% y/y. 2021 is expected to be worse, with free cash flow expected to grow only 16.9%, just half the growth rate of its expected EPS growth that year.</p><p><blockquote>尽管2020年收入同比增长37.6%，每股收益同比增长81.8%，但自由现金流增长大幅滞后，仅同比增长20.1%。预计2021年的情况会更糟，自由现金流预计仅增长16.9%，仅为当年EPS预期增速的一半。</blockquote></p><p> This because capital expenditure (\"Capex\") increased an incredible 176% y/y in 2020 to over $35 billion. This the largest y/y growth since at least 2007. In terms of absolute numbers, 2020 deployed an incremental $22 billion- an absolutely mind-boggling amount. Capex is expected to remain elevated in 2021, growing another 16% y/y to $41 billion.</p><p><blockquote>这是因为资本支出（“资本支出”）在2020年同比增长了令人难以置信的176%，达到超过350亿美元。这是至少自2007年以来最大的同比增长。就绝对数字而言，2020年部署了220亿美元的增量——这绝对是一个令人难以置信的数字。预计2021年资本支出将保持高位，同比再增长16%，达到410亿美元。</blockquote></p><p> On top of all this spending, the company, on May 26, Amazon&nbsp;announced&nbsp;the acquisition of MGM Studios for $8.45 billion. I can see conservative, old-school investors' heads about to explode- but relax.</p><p><blockquote>除了所有这些支出之外，该公司还于5月26日宣布以84.5亿美元收购米高梅影业。我可以看到保守、老派的投资者的头即将爆炸——但请放松。</blockquote></p><p> <b>The Spending and Free Cash Flow Cycle</b></p><p><blockquote><b>支出和自由现金流周期</b></blockquote></p><p> In my 2017 article,<i>Amazon Bears Will Get Crushed</i>, I addressed the same investor concern that Amazon is spending too much money, although the spending is at a much, much greater scale today.</p><p><blockquote>在我2017年的文章中，<i>亚马逊空头将被压垮</i>，我解决了投资者同样的担忧，即亚马逊花了太多钱，尽管今天的支出规模要大得多。</blockquote></p><p> Back in 2017, investors were worried about Amazon's ramped up investments. In a nutshell, my argument was that investors should differentiate between investments going after large opportunities and a bloated cost structure. Generally speaking, unexpected expenses are bad, and - assuming that you trust management's ability - unexpected investments are good. If Warren Buffett said, \"I thought I was going to deploy $20 billion, but an opportunity came up where I can deploy $60 billion\", investors would be ecstatic. That opportunity, for Amazon, was the COVID-induced surge in demand.</p><p><blockquote>早在2017年，投资者就对亚马逊加大投资感到担忧。简而言之，我的观点是，投资者应该区分追求巨大机会的投资和臃肿的成本结构。一般来说，意外开支是不好的，而——假设你信任管理层的能力——意外投资是好的。如果沃伦·巴菲特说，“我以为我要部署200亿美元，但一个机会出现了，我可以部署600亿美元”，投资者会欣喜若狂。对于亚马逊来说，这个机会就是新冠疫情引发的需求激增。</blockquote></p><p> Relax, a surge in spending tends to be followed by years of moderate spending growth. After my 2017 article was published, 2018 and 2019 saw Capex growth of only 12-13% per year, while free cash flow grew 132% y/y in 2018 and 33% in 2019.</p><p><blockquote>放松一下，支出激增之后往往会出现多年的适度支出增长。我2017年的文章发表后，2018年和2019年的资本支出每年仅增长12-13%，而自由现金流2018年同比增长132%，2019年同比增长33%。</blockquote></p><p></p><p> We can see the same cycle in the 2010 - 2015 period. In 2010, Capex surged 163% y/y, then another 85% in 2011, and another 109% in 2012. Looking back, these were puny numbers in the low-single-digit of billions per year of Capex, which of course played a key role in supporting Amazon's future growth. However, in the subsequent three years, 2013 through 2015, Capex grew only 21%-<i>cumulatively</i>.</p><p><blockquote>我们可以在2010-2015年期间看到同样的周期。2010年，资本支出同比飙升163%，2011年又飙升85%，2012年又飙升109%。回顾过去，在每年数十亿美元的低个位数资本支出中，这些数字微不足道，这当然在支持亚马逊未来的增长方面发挥了关键作用。然而，在随后的三年（2013年至2015年）中，资本支出仅增长了21%——<i>累计</i>.</blockquote></p><p> By 2015, free cash flow exploded 276% to $7.3 billion, higher than the highest the company has ever generated until then by a factor of two to three.</p><p><blockquote>到2015年，自由现金流猛增276%，达到73亿美元，比该公司此前产生的最高水平高出两到三倍。</blockquote></p><p> Wall Street is expecting the same cycle to play out this time around. In 2022, free cash flow is expected to grow 58% y/y as Capex growth moderates to +3%. In 2023, free cash flow is expected to grow another 44% to a record $82.6 billion as Capex growth is expected to remain low at +2% y/y.</p><p><blockquote>华尔街预计这次也会出现同样的周期。2022年，随着资本支出增长放缓至+3%，自由现金流预计将同比增长58%。2023年，自由现金流预计将再增长44%，达到创纪录的826亿美元，因为资本支出增长预计将保持在+2%的低位。</blockquote></p><p> <b>The Market Opportunity</b></p><p><blockquote><b>市场机遇</b></blockquote></p><p> Some investors may take a little more convincing to get comfortable with those huge projected free cash flow numbers. $83 billion of free cash flow by 2023 is almost three times its 2020's free cash flow of $31 billion- already its highest ever. And an incremental $22 billion of Capex deployed in 2020 is a massive number.</p><p><blockquote>一些投资者可能需要更多的说服力才能适应这些巨大的预计自由现金流数字。到2023年，自由现金流将达到830亿美元，几乎是2020年自由现金流310亿美元的三倍，这已经是有史以来的最高水平。2020年部署的资本支出增量为220亿美元，这是一个巨大的数字。</blockquote></p><p> The market opportunity, however, is much more massive.</p><p><blockquote>然而，市场机会要大得多。</blockquote></p><p> Amazon's&nbsp;share&nbsp;of US e-commerce is approximately 50%. That is high, but the US retail market is sized at over $5 trillion, and Amazon has around a 9% share of the entire retail market, and only 3.3% of consumer spending. The company is poised to gain share as it adds greater convenience, more competitive prices and greater selection.</p><p><blockquote>亚马逊在美国电商的份额约为50%。这个数字很高，但美国零售市场规模超过5万亿美元，亚马逊约占整个零售市场的9%，仅占消费者支出的3.3%。该公司有望获得份额，因为它增加了更大的便利性、更具竞争力的价格和更多的选择。</blockquote></p><p> Amazon is aggressively going after the much larger global retail market, which is&nbsp;sized&nbsp;at approximately $25 trillion. Amazon's expected 2021 revenue of $490 billion is less than 2% of the global opportunity.</p><p><blockquote>亚马逊正在积极进军规模大得多的全球零售市场，该市场规模约为25万亿美元。亚马逊预计2021年收入4900亿美元，不到全球机会的2%。</blockquote></p><p> A large portion of Amazon's increase in Capex went to expanding the infrastructure necessary to meet the surge in e-commerce demand. For example, in 2020, Amazon grew its fulfillment square footage by 50% y/y.</p><p><blockquote>亚马逊资本支出增长的很大一部分用于扩大满足电子商务需求激增所需的基础设施。例如，2020年，亚马逊的履行面积同比增长了50%。</blockquote></p><p> Another areas of spending is to support AWS, which is Capex intensive but highly profitable. At just 12% of 2020's revenue, AWS accounted for over 50% of the company's operating income.</p><p><blockquote>另一个支出领域是支持AWS，这是资本支出密集型但利润很高。AWS仅占2020年收入的12%，却占公司营业收入的50%以上。</blockquote></p><p> The global cloud computing market is&nbsp;expected&nbsp;to grow from $371.4 billion in 2020 to $832.1 billion by 2025, at a CAGR of 17.5%. Amazon's AWS generated $59 billion of revenue in 2020 and is expected to grow 31% in 2021 and 25% in 2023. This means AWS has less than 20% market share and is expected to take market share going forward.</p><p><blockquote>全球云计算市场预计将从2020年的3714亿美元增长到2025年的8321亿美元，CAGR为17.5%。亚马逊的AWS在2020年创造了590亿美元的收入，预计2021年和2023年将分别增长31%和25%。这意味着AWS的市场份额不到20%，预计未来将占据市场份额。</blockquote></p><p> If Amazon has an opportunity to deploy more capital to support this highly profitable and rapidly growing business, thatis all great news to me.</p><p><blockquote>如果亚马逊有机会部署更多资本来支持这项高利润且快速增长的业务，这对我来说都是个好消息。</blockquote></p><p> Management does not tell us exactly how the Capex is allocated and what the returns could look like. I don't think it is possible as an outsider to estimate the expected return of the incremental investments in retail (e-commerce, physical stores, subscription, etc.) vs. business services (AWS, advertising, etc.), because it would require that we analyze the company as separate businesses.</p><p><blockquote>管理层没有告诉我们资本支出的确切分配方式以及回报可能是什么样子。我认为作为一个局外人不可能估计零售（电商、实体店、订阅等）增量投资的预期回报。）vs.商业服务（AWS、广告等。），因为这需要我们将公司作为独立的业务进行分析。</blockquote></p><p> Amazon is one giant flywheel that cannot be separated into partsany more than you can separate a turtle from its shell. For example, without the traffic generated by its retail business, advertising would not be possible. This obvious. Less obvious is that fact that AWS began as an e-commerce tool, way before it became the public cloud company giant it is today. And although seemingly different on the surface, both Amazon.com and AWS are at its core IT infrastructure platforms at scale. In addition, Amazon's other major initiatives, such as Alexa and streaming, are joined at the hip with e-commerce by Prime membership.</p><p><blockquote>亚马逊是一个巨大的飞轮，它不能分成几个部分，就像你不能把一只乌龟和它的壳分开一样。例如，如果没有零售业务产生的流量，广告就不可能投放。这很明显。不太明显的是，AWS最初是一个电子商务工具，远在它成为今天的公共云公司巨头之前。尽管表面上看起来不同，但亚马逊和AWS都是其核心IT基础设施平台。此外，亚马逊的其他重大举措，如Alexa和流媒体，也通过Prime会员与电子商务紧密相连。</blockquote></p><p> But we do know one thing: the opportunity for continued growth is massive.</p><p><blockquote>但我们确实知道一件事：持续增长的机会是巨大的。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> Like most growth stocks, Amazon lagged the market so far this year, and valuation is looking attractive.</p><p><blockquote>与大多数成长型股票一样，亚马逊今年迄今为止落后于市场，估值看起来很有吸引力。</blockquote></p><p> Currently, Amazon is trading at 52 times forward EPS, down from 112 times in July 2020. The stock is trading at a 140% premium to the S&amp;P 500, the lowest in 5 years.</p><p><blockquote>目前，亚马逊的预期每股收益为52倍，低于2020年7月的112倍。该股的交易价格较标普500溢价140%，为5年来最低。</blockquote></p><p> On free cash flow yield, Amazon is yielding 2.6% forward free cash flow, which is towards the low end of its 5-year range. If we believe in the Capex and free cash flow cycle, the stock looks attractively valued.</p><p><blockquote>就自由现金流收益率而言，亚马逊的远期自由现金流收益率为2.6%，接近其5年期范围的低端。如果我们相信资本支出和自由现金流周期，那么该股的估值看起来很有吸引力。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Although Amazon benefited from COVID-induced shutdowns, the best is yet to come for free cash flow. After lagging the market, the company is trading at an attractive valuation given the large growth opportunities ahead of it, and the potential explosion in free cash flow in 2022 and 2023.</p><p><blockquote>尽管亚马逊受益于新冠疫情引发的停工，但自由现金流的最佳状态尚未到来。在落后于市场之后，考虑到未来巨大的增长机会以及2022年和2023年自由现金流的潜在爆炸式增长，该公司的估值具有吸引力。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon: The Cash Will Come<blockquote>亚马逊：现金会来的</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon: The Cash Will Come<blockquote>亚马逊：现金会来的</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-02 21:56</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>Although Amazon benefited from COVID-induced shutdowns, the best is yet to come for free cash flow.</li>  <li>Lagging free cash flow growth in 2020 and 2021 is due to investment to support growth, going after massive opportunities.</li>  <li>After lagging the market, the company is trading at an attractive valuation.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a085447e5042d959bca14408fd50b9d\" tg-width=\"768\" tg-height=\"512\"><span>Photo by Bet_Noire/iStock via Getty Images</span></p><p><blockquote><ul><li>尽管亚马逊受益于新冠疫情引发的停工，但自由现金流的最佳状态尚未到来。</li><li>2020年和2021年自由现金流增长滞后是由于支持增长的投资，追求大量机会。</li><li>在落后于市场之后，该公司的估值颇具吸引力。</li></ul><p class=\"t-img-caption\"><span>摄影：Bet_Noire/iStock，来自Getty Images</span></p></blockquote></p><p> Short-sighted investors are selling Amazon (AMZN), which has been a massive beneficiary of the COVID shutdowns, to fund dubious reopening plays like General Electric (GE) and Nucor (NUE). As a result, Amazon has lagged the market year-to-date and is now trading at an attractive valuation.</p><p><blockquote>短视的投资者正在出售亚马逊（AMZN），该公司一直是新冠疫情停工的巨大受益者，以资助通用电气（GE）和纽柯钢铁（NUE）等可疑的重新开业公司。因此，亚马逊今年迄今一直落后于市场，目前的估值颇具吸引力。</blockquote></p><p> Although Amazon's revenue and EPS has benefited tremendously from COVID, free cash flow has not. After the current spending cycle winds down, Amazon seems poised to experience an explosion of free cash flow by 2022 and 2023. After all, it is the cash that the company gets to keep for investors that makes the company powerful and investors rich.</p><p><blockquote>尽管亚马逊的收入和每股收益从新冠疫情中受益匪浅，但自由现金流却没有。在当前的支出周期结束后，亚马逊似乎准备在2022年和2023年经历自由现金流的爆炸式增长。毕竟，正是公司为投资者保留的现金让公司变得强大，投资者变得富有。</blockquote></p><p> <b>COVID Beneficiary</b></p><p><blockquote><b>COVID受益人</b></blockquote></p><p> Amazon has been a massive beneficiary of COVID. The company generated $386 billion of revenue in 2020, up 37.6% y/y. This Amazon's fastest growth rate since 2011, even including the inorganic contribution to growth in 2017 and 2018 when it&nbsp;acquired&nbsp;Whole Foods. Amazingly, the last time the company grew faster was in 2011 when the company generated \"only\" $48 billion in revenue. Who said elephants can't dance?</p><p><blockquote>亚马逊一直是新冠疫情的巨大受益者。该公司2020年收入为3860亿美元，同比增长37.6%。这是亚马逊自2011年以来最快的增速，甚至包括2017年和2018年收购全食超市时对增长的无机贡献。令人惊讶的是，该公司上一次增长更快是在2011年，当时该公司“仅”创造了480亿美元的收入。谁说大象不会跳舞？</blockquote></p><p> In 2020, Amazon's e-commerce businesses experienced accelerated revenue growth:</p><p><blockquote>2020年，亚马逊电商业务收入加速增长：</blockquote></p><p> <ul>  <li>3rd Party Seller Services increased 49.6% to $80.4 billion.</li>  <li>Online stores increased 39.7% to $197 billion.</li> </ul> In 2020, the company's other businesses continued to decelerate, though likely at a lower deceleration than without COVID:</p><p><blockquote><ul><li>第三方卖家服务增长49.6%，达到804亿美元。</li><li>在线商店增长39.7%，达到1970亿美元。</li></ul>2020年，该公司的其他业务继续减速，尽管减速可能低于没有新冠疫情的情况：</blockquote></p><p> <ul>  <li>Subscription Services grew 31.2% y/y $25.2 billion, a 4.4% point y/y deceleration vs. a 10.1% point deceleration the prior year.</li>  <li>AWS grew 29.5% to $45.4 billion, a 7% point y/y deceleration vs. a 10.5% point deceleration the prior year.</li> </ul> Physical stores, not surprisingly, is the only business that got hurt by COVID, declining 5.6% to $16.2 billion. A 5.6% decline isn't even that bad, and this business is a drop in the bucket given Amazon's total revenue of $489 billion in 2020.</p><p><blockquote><ul><li>订阅服务同比增长31.2%，达到252亿美元，同比下降4.4%，而上年下降10.1%。</li><li>AWS增长29.5%，达到454亿美元，同比下降7%，而上一年下降10.5%。</li></ul>毫不奇怪，实体店是唯一受到新冠疫情影响的业务，下降了5.6%，至162亿美元。5.6%的下降甚至没有那么糟糕，考虑到亚马逊2020年4890亿美元的总收入，这项业务只是杯水车薪。</blockquote></p><p> The COVID benefits largely extended into 2021 as consensus estimates put 2021 revenue growth at a robust 26.9% on top of tough comps.</p><p><blockquote>新冠疫情带来的好处很大程度上延续到了2021年，因为市场普遍预测2021年收入增长将达到26.9%，高于严峻的业绩。</blockquote></p><p> The company saw an even bigger increase in accounting profits. Operating income expanded to 5.9% in 2020, a 70 bps y/y expansion. It is important to note that excluding one-time $11.5 billion COVID-related expenses in 2020, Amazon's operating margin would have been 8.9% rather than the reported 5.9%.</p><p><blockquote>该公司的会计利润增幅更大。2020年营业收入增长至5.9%，同比增长70个基点。值得注意的是，排除2020年一次性115亿美元的新冠相关费用，亚马逊的营业利润率将为8.9%，而不是报道的5.9%。</blockquote></p><p> GAAP EPS grew an incredible 81.8% y/y to $41.83 per share.</p><p><blockquote>GAAP每股收益同比增长81.8%，达到每股41.83美元，令人难以置信。</blockquote></p><p> <b>Where Is My Money?</b></p><p><blockquote><b>我的钱呢？</b></blockquote></p><p> Although revenue grow 37.6% y/y and EPS grew 81.8% y/y in 2020, free cash flow growth lagged materially, growing only 20.1% y/y. 2021 is expected to be worse, with free cash flow expected to grow only 16.9%, just half the growth rate of its expected EPS growth that year.</p><p><blockquote>尽管2020年收入同比增长37.6%，每股收益同比增长81.8%，但自由现金流增长大幅滞后，仅同比增长20.1%。预计2021年的情况会更糟，自由现金流预计仅增长16.9%，仅为当年EPS预期增速的一半。</blockquote></p><p> This because capital expenditure (\"Capex\") increased an incredible 176% y/y in 2020 to over $35 billion. This the largest y/y growth since at least 2007. In terms of absolute numbers, 2020 deployed an incremental $22 billion- an absolutely mind-boggling amount. Capex is expected to remain elevated in 2021, growing another 16% y/y to $41 billion.</p><p><blockquote>这是因为资本支出（“资本支出”）在2020年同比增长了令人难以置信的176%，达到超过350亿美元。这是至少自2007年以来最大的同比增长。就绝对数字而言，2020年部署了220亿美元的增量——这绝对是一个令人难以置信的数字。预计2021年资本支出将保持高位，同比再增长16%，达到410亿美元。</blockquote></p><p> On top of all this spending, the company, on May 26, Amazon&nbsp;announced&nbsp;the acquisition of MGM Studios for $8.45 billion. I can see conservative, old-school investors' heads about to explode- but relax.</p><p><blockquote>除了所有这些支出之外，该公司还于5月26日宣布以84.5亿美元收购米高梅影业。我可以看到保守、老派的投资者的头即将爆炸——但请放松。</blockquote></p><p> <b>The Spending and Free Cash Flow Cycle</b></p><p><blockquote><b>支出和自由现金流周期</b></blockquote></p><p> In my 2017 article,<i>Amazon Bears Will Get Crushed</i>, I addressed the same investor concern that Amazon is spending too much money, although the spending is at a much, much greater scale today.</p><p><blockquote>在我2017年的文章中，<i>亚马逊空头将被压垮</i>，我解决了投资者同样的担忧，即亚马逊花了太多钱，尽管今天的支出规模要大得多。</blockquote></p><p> Back in 2017, investors were worried about Amazon's ramped up investments. In a nutshell, my argument was that investors should differentiate between investments going after large opportunities and a bloated cost structure. Generally speaking, unexpected expenses are bad, and - assuming that you trust management's ability - unexpected investments are good. If Warren Buffett said, \"I thought I was going to deploy $20 billion, but an opportunity came up where I can deploy $60 billion\", investors would be ecstatic. That opportunity, for Amazon, was the COVID-induced surge in demand.</p><p><blockquote>早在2017年，投资者就对亚马逊加大投资感到担忧。简而言之，我的观点是，投资者应该区分追求巨大机会的投资和臃肿的成本结构。一般来说，意外开支是不好的，而——假设你信任管理层的能力——意外投资是好的。如果沃伦·巴菲特说，“我以为我要部署200亿美元，但一个机会出现了，我可以部署600亿美元”，投资者会欣喜若狂。对于亚马逊来说，这个机会就是新冠疫情引发的需求激增。</blockquote></p><p> Relax, a surge in spending tends to be followed by years of moderate spending growth. After my 2017 article was published, 2018 and 2019 saw Capex growth of only 12-13% per year, while free cash flow grew 132% y/y in 2018 and 33% in 2019.</p><p><blockquote>放松一下，支出激增之后往往会出现多年的适度支出增长。我2017年的文章发表后，2018年和2019年的资本支出每年仅增长12-13%，而自由现金流2018年同比增长132%，2019年同比增长33%。</blockquote></p><p></p><p> We can see the same cycle in the 2010 - 2015 period. In 2010, Capex surged 163% y/y, then another 85% in 2011, and another 109% in 2012. Looking back, these were puny numbers in the low-single-digit of billions per year of Capex, which of course played a key role in supporting Amazon's future growth. However, in the subsequent three years, 2013 through 2015, Capex grew only 21%-<i>cumulatively</i>.</p><p><blockquote>我们可以在2010-2015年期间看到同样的周期。2010年，资本支出同比飙升163%，2011年又飙升85%，2012年又飙升109%。回顾过去，在每年数十亿美元的低个位数资本支出中，这些数字微不足道，这当然在支持亚马逊未来的增长方面发挥了关键作用。然而，在随后的三年（2013年至2015年）中，资本支出仅增长了21%——<i>累计</i>.</blockquote></p><p> By 2015, free cash flow exploded 276% to $7.3 billion, higher than the highest the company has ever generated until then by a factor of two to three.</p><p><blockquote>到2015年，自由现金流猛增276%，达到73亿美元，比该公司此前产生的最高水平高出两到三倍。</blockquote></p><p> Wall Street is expecting the same cycle to play out this time around. In 2022, free cash flow is expected to grow 58% y/y as Capex growth moderates to +3%. In 2023, free cash flow is expected to grow another 44% to a record $82.6 billion as Capex growth is expected to remain low at +2% y/y.</p><p><blockquote>华尔街预计这次也会出现同样的周期。2022年，随着资本支出增长放缓至+3%，自由现金流预计将同比增长58%。2023年，自由现金流预计将再增长44%，达到创纪录的826亿美元，因为资本支出增长预计将保持在+2%的低位。</blockquote></p><p> <b>The Market Opportunity</b></p><p><blockquote><b>市场机遇</b></blockquote></p><p> Some investors may take a little more convincing to get comfortable with those huge projected free cash flow numbers. $83 billion of free cash flow by 2023 is almost three times its 2020's free cash flow of $31 billion- already its highest ever. And an incremental $22 billion of Capex deployed in 2020 is a massive number.</p><p><blockquote>一些投资者可能需要更多的说服力才能适应这些巨大的预计自由现金流数字。到2023年，自由现金流将达到830亿美元，几乎是2020年自由现金流310亿美元的三倍，这已经是有史以来的最高水平。2020年部署的资本支出增量为220亿美元，这是一个巨大的数字。</blockquote></p><p> The market opportunity, however, is much more massive.</p><p><blockquote>然而，市场机会要大得多。</blockquote></p><p> Amazon's&nbsp;share&nbsp;of US e-commerce is approximately 50%. That is high, but the US retail market is sized at over $5 trillion, and Amazon has around a 9% share of the entire retail market, and only 3.3% of consumer spending. The company is poised to gain share as it adds greater convenience, more competitive prices and greater selection.</p><p><blockquote>亚马逊在美国电商的份额约为50%。这个数字很高，但美国零售市场规模超过5万亿美元，亚马逊约占整个零售市场的9%，仅占消费者支出的3.3%。该公司有望获得份额，因为它增加了更大的便利性、更具竞争力的价格和更多的选择。</blockquote></p><p> Amazon is aggressively going after the much larger global retail market, which is&nbsp;sized&nbsp;at approximately $25 trillion. Amazon's expected 2021 revenue of $490 billion is less than 2% of the global opportunity.</p><p><blockquote>亚马逊正在积极进军规模大得多的全球零售市场，该市场规模约为25万亿美元。亚马逊预计2021年收入4900亿美元，不到全球机会的2%。</blockquote></p><p> A large portion of Amazon's increase in Capex went to expanding the infrastructure necessary to meet the surge in e-commerce demand. For example, in 2020, Amazon grew its fulfillment square footage by 50% y/y.</p><p><blockquote>亚马逊资本支出增长的很大一部分用于扩大满足电子商务需求激增所需的基础设施。例如，2020年，亚马逊的履行面积同比增长了50%。</blockquote></p><p> Another areas of spending is to support AWS, which is Capex intensive but highly profitable. At just 12% of 2020's revenue, AWS accounted for over 50% of the company's operating income.</p><p><blockquote>另一个支出领域是支持AWS，这是资本支出密集型但利润很高。AWS仅占2020年收入的12%，却占公司营业收入的50%以上。</blockquote></p><p> The global cloud computing market is&nbsp;expected&nbsp;to grow from $371.4 billion in 2020 to $832.1 billion by 2025, at a CAGR of 17.5%. Amazon's AWS generated $59 billion of revenue in 2020 and is expected to grow 31% in 2021 and 25% in 2023. This means AWS has less than 20% market share and is expected to take market share going forward.</p><p><blockquote>全球云计算市场预计将从2020年的3714亿美元增长到2025年的8321亿美元，CAGR为17.5%。亚马逊的AWS在2020年创造了590亿美元的收入，预计2021年和2023年将分别增长31%和25%。这意味着AWS的市场份额不到20%，预计未来将占据市场份额。</blockquote></p><p> If Amazon has an opportunity to deploy more capital to support this highly profitable and rapidly growing business, thatis all great news to me.</p><p><blockquote>如果亚马逊有机会部署更多资本来支持这项高利润且快速增长的业务，这对我来说都是个好消息。</blockquote></p><p> Management does not tell us exactly how the Capex is allocated and what the returns could look like. I don't think it is possible as an outsider to estimate the expected return of the incremental investments in retail (e-commerce, physical stores, subscription, etc.) vs. business services (AWS, advertising, etc.), because it would require that we analyze the company as separate businesses.</p><p><blockquote>管理层没有告诉我们资本支出的确切分配方式以及回报可能是什么样子。我认为作为一个局外人不可能估计零售（电商、实体店、订阅等）增量投资的预期回报。）vs.商业服务（AWS、广告等。），因为这需要我们将公司作为独立的业务进行分析。</blockquote></p><p> Amazon is one giant flywheel that cannot be separated into partsany more than you can separate a turtle from its shell. For example, without the traffic generated by its retail business, advertising would not be possible. This obvious. Less obvious is that fact that AWS began as an e-commerce tool, way before it became the public cloud company giant it is today. And although seemingly different on the surface, both Amazon.com and AWS are at its core IT infrastructure platforms at scale. In addition, Amazon's other major initiatives, such as Alexa and streaming, are joined at the hip with e-commerce by Prime membership.</p><p><blockquote>亚马逊是一个巨大的飞轮，它不能分成几个部分，就像你不能把一只乌龟和它的壳分开一样。例如，如果没有零售业务产生的流量，广告就不可能投放。这很明显。不太明显的是，AWS最初是一个电子商务工具，远在它成为今天的公共云公司巨头之前。尽管表面上看起来不同，但亚马逊和AWS都是其核心IT基础设施平台。此外，亚马逊的其他重大举措，如Alexa和流媒体，也通过Prime会员与电子商务紧密相连。</blockquote></p><p> But we do know one thing: the opportunity for continued growth is massive.</p><p><blockquote>但我们确实知道一件事：持续增长的机会是巨大的。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> Like most growth stocks, Amazon lagged the market so far this year, and valuation is looking attractive.</p><p><blockquote>与大多数成长型股票一样，亚马逊今年迄今为止落后于市场，估值看起来很有吸引力。</blockquote></p><p> Currently, Amazon is trading at 52 times forward EPS, down from 112 times in July 2020. The stock is trading at a 140% premium to the S&amp;P 500, the lowest in 5 years.</p><p><blockquote>目前，亚马逊的预期每股收益为52倍，低于2020年7月的112倍。该股的交易价格较标普500溢价140%，为5年来最低。</blockquote></p><p> On free cash flow yield, Amazon is yielding 2.6% forward free cash flow, which is towards the low end of its 5-year range. If we believe in the Capex and free cash flow cycle, the stock looks attractively valued.</p><p><blockquote>就自由现金流收益率而言，亚马逊的远期自由现金流收益率为2.6%，接近其5年期范围的低端。如果我们相信资本支出和自由现金流周期，那么该股的估值看起来很有吸引力。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Although Amazon benefited from COVID-induced shutdowns, the best is yet to come for free cash flow. After lagging the market, the company is trading at an attractive valuation given the large growth opportunities ahead of it, and the potential explosion in free cash flow in 2022 and 2023.</p><p><blockquote>尽管亚马逊受益于新冠疫情引发的停工，但自由现金流的最佳状态尚未到来。在落后于市场之后，考虑到未来巨大的增长机会以及2022年和2023年自由现金流的潜在爆炸式增长，该公司的估值具有吸引力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4432586-amazon-the-cash-will-come\">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":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4432586-amazon-the-cash-will-come","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139790754","content_text":"Summary\n\nAlthough Amazon benefited from COVID-induced shutdowns, the best is yet to come for free cash flow.\nLagging free cash flow growth in 2020 and 2021 is due to investment to support growth, going after massive opportunities.\nAfter lagging the market, the company is trading at an attractive valuation.\n\nPhoto by Bet_Noire/iStock via Getty Images\nShort-sighted investors are selling Amazon (AMZN), which has been a massive beneficiary of the COVID shutdowns, to fund dubious reopening plays like General Electric (GE) and Nucor (NUE). As a result, Amazon has lagged the market year-to-date and is now trading at an attractive valuation.\nAlthough Amazon's revenue and EPS has benefited tremendously from COVID, free cash flow has not. After the current spending cycle winds down, Amazon seems poised to experience an explosion of free cash flow by 2022 and 2023. After all, it is the cash that the company gets to keep for investors that makes the company powerful and investors rich.\nCOVID Beneficiary\nAmazon has been a massive beneficiary of COVID. The company generated $386 billion of revenue in 2020, up 37.6% y/y. This Amazon's fastest growth rate since 2011, even including the inorganic contribution to growth in 2017 and 2018 when it acquired Whole Foods. Amazingly, the last time the company grew faster was in 2011 when the company generated \"only\" $48 billion in revenue. Who said elephants can't dance?\nIn 2020, Amazon's e-commerce businesses experienced accelerated revenue growth:\n\n3rd Party Seller Services increased 49.6% to $80.4 billion.\nOnline stores increased 39.7% to $197 billion.\n\nIn 2020, the company's other businesses continued to decelerate, though likely at a lower deceleration than without COVID:\n\nSubscription Services grew 31.2% y/y $25.2 billion, a 4.4% point y/y deceleration vs. a 10.1% point deceleration the prior year.\nAWS grew 29.5% to $45.4 billion, a 7% point y/y deceleration vs. a 10.5% point deceleration the prior year.\n\nPhysical stores, not surprisingly, is the only business that got hurt by COVID, declining 5.6% to $16.2 billion. A 5.6% decline isn't even that bad, and this business is a drop in the bucket given Amazon's total revenue of $489 billion in 2020.\nThe COVID benefits largely extended into 2021 as consensus estimates put 2021 revenue growth at a robust 26.9% on top of tough comps.\nThe company saw an even bigger increase in accounting profits. Operating income expanded to 5.9% in 2020, a 70 bps y/y expansion. It is important to note that excluding one-time $11.5 billion COVID-related expenses in 2020, Amazon's operating margin would have been 8.9% rather than the reported 5.9%.\nGAAP EPS grew an incredible 81.8% y/y to $41.83 per share.\nWhere Is My Money?\nAlthough revenue grow 37.6% y/y and EPS grew 81.8% y/y in 2020, free cash flow growth lagged materially, growing only 20.1% y/y. 2021 is expected to be worse, with free cash flow expected to grow only 16.9%, just half the growth rate of its expected EPS growth that year.\nThis because capital expenditure (\"Capex\") increased an incredible 176% y/y in 2020 to over $35 billion. This the largest y/y growth since at least 2007. In terms of absolute numbers, 2020 deployed an incremental $22 billion- an absolutely mind-boggling amount. Capex is expected to remain elevated in 2021, growing another 16% y/y to $41 billion.\nOn top of all this spending, the company, on May 26, Amazon announced the acquisition of MGM Studios for $8.45 billion. I can see conservative, old-school investors' heads about to explode- but relax.\nThe Spending and Free Cash Flow Cycle\nIn my 2017 article,Amazon Bears Will Get Crushed, I addressed the same investor concern that Amazon is spending too much money, although the spending is at a much, much greater scale today.\nBack in 2017, investors were worried about Amazon's ramped up investments. In a nutshell, my argument was that investors should differentiate between investments going after large opportunities and a bloated cost structure. Generally speaking, unexpected expenses are bad, and - assuming that you trust management's ability - unexpected investments are good. If Warren Buffett said, \"I thought I was going to deploy $20 billion, but an opportunity came up where I can deploy $60 billion\", investors would be ecstatic. That opportunity, for Amazon, was the COVID-induced surge in demand.\nRelax, a surge in spending tends to be followed by years of moderate spending growth. After my 2017 article was published, 2018 and 2019 saw Capex growth of only 12-13% per year, while free cash flow grew 132% y/y in 2018 and 33% in 2019.\nWe can see the same cycle in the 2010 - 2015 period. In 2010, Capex surged 163% y/y, then another 85% in 2011, and another 109% in 2012. Looking back, these were puny numbers in the low-single-digit of billions per year of Capex, which of course played a key role in supporting Amazon's future growth. However, in the subsequent three years, 2013 through 2015, Capex grew only 21%-cumulatively.\nBy 2015, free cash flow exploded 276% to $7.3 billion, higher than the highest the company has ever generated until then by a factor of two to three.\nWall Street is expecting the same cycle to play out this time around. In 2022, free cash flow is expected to grow 58% y/y as Capex growth moderates to +3%. In 2023, free cash flow is expected to grow another 44% to a record $82.6 billion as Capex growth is expected to remain low at +2% y/y.\nThe Market Opportunity\nSome investors may take a little more convincing to get comfortable with those huge projected free cash flow numbers. $83 billion of free cash flow by 2023 is almost three times its 2020's free cash flow of $31 billion- already its highest ever. And an incremental $22 billion of Capex deployed in 2020 is a massive number.\nThe market opportunity, however, is much more massive.\nAmazon's share of US e-commerce is approximately 50%. That is high, but the US retail market is sized at over $5 trillion, and Amazon has around a 9% share of the entire retail market, and only 3.3% of consumer spending. The company is poised to gain share as it adds greater convenience, more competitive prices and greater selection.\nAmazon is aggressively going after the much larger global retail market, which is sized at approximately $25 trillion. Amazon's expected 2021 revenue of $490 billion is less than 2% of the global opportunity.\nA large portion of Amazon's increase in Capex went to expanding the infrastructure necessary to meet the surge in e-commerce demand. For example, in 2020, Amazon grew its fulfillment square footage by 50% y/y.\nAnother areas of spending is to support AWS, which is Capex intensive but highly profitable. At just 12% of 2020's revenue, AWS accounted for over 50% of the company's operating income.\nThe global cloud computing market is expected to grow from $371.4 billion in 2020 to $832.1 billion by 2025, at a CAGR of 17.5%. Amazon's AWS generated $59 billion of revenue in 2020 and is expected to grow 31% in 2021 and 25% in 2023. This means AWS has less than 20% market share and is expected to take market share going forward.\nIf Amazon has an opportunity to deploy more capital to support this highly profitable and rapidly growing business, thatis all great news to me.\nManagement does not tell us exactly how the Capex is allocated and what the returns could look like. I don't think it is possible as an outsider to estimate the expected return of the incremental investments in retail (e-commerce, physical stores, subscription, etc.) vs. business services (AWS, advertising, etc.), because it would require that we analyze the company as separate businesses.\nAmazon is one giant flywheel that cannot be separated into partsany more than you can separate a turtle from its shell. For example, without the traffic generated by its retail business, advertising would not be possible. This obvious. Less obvious is that fact that AWS began as an e-commerce tool, way before it became the public cloud company giant it is today. And although seemingly different on the surface, both Amazon.com and AWS are at its core IT infrastructure platforms at scale. In addition, Amazon's other major initiatives, such as Alexa and streaming, are joined at the hip with e-commerce by Prime membership.\nBut we do know one thing: the opportunity for continued growth is massive.\nValuation\nLike most growth stocks, Amazon lagged the market so far this year, and valuation is looking attractive.\nCurrently, Amazon is trading at 52 times forward EPS, down from 112 times in July 2020. The stock is trading at a 140% premium to the S&P 500, the lowest in 5 years.\nOn free cash flow yield, Amazon is yielding 2.6% forward free cash flow, which is towards the low end of its 5-year range. If we believe in the Capex and free cash flow cycle, the stock looks attractively valued.\nTakeaway\nAlthough Amazon benefited from COVID-induced shutdowns, the best is yet to come for free cash flow. After lagging the market, the company is trading at an attractive valuation given the large growth opportunities ahead of it, and the potential explosion in free cash flow in 2022 and 2023.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132579820,"gmtCreate":1622103318960,"gmtModify":1631891162792,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572346038267446","authorIdStr":"3572346038267446"},"themes":[],"htmlText":"🚀","listText":"🚀","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/132579820","repostId":"1156279615","repostType":4,"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136674589,"gmtCreate":1622017429041,"gmtModify":1631891162796,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572346038267446","authorIdStr":"3572346038267446"},"themes":[],"htmlText":"There it goes!","listText":"There it goes!","text":"There it goes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/136674589","repostId":"1196969197","repostType":4,"repost":{"id":"1196969197","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":1622017222,"share":"https://www.laohu8.com/m/news/1196969197?lang=zh_CN&edition=full","pubTime":"2021-05-26 16:20","market":"us","language":"en","title":"GameStop shares rose nearly 3% in pre-market trading<blockquote>游戏驿站股价在盘前交易中上涨近3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196969197","media":"Tiger Newspress","summary":"GameStop shares rose nearly 3% in pre-market trading.GameStop Corp. has quietly confirmed it is buil","content":"<p>GameStop&nbsp;shares rose&nbsp;nearly 3% in pre-market&nbsp;trading.</p><p><blockquote>游戏驿站股价在盘前交易中上涨近3%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/7b99f094a5b8aac31d8175c031b3130d\" tg-width=\"1287\" tg-height=\"627\" referrerpolicy=\"no-referrer\"><b>GameStop Corp.</b>&nbsp;has quietly confirmed it is building a new non-fungible token (NFT) platform based on the&nbsp;<b>Ethereum</b>(ETH) blockchain platform.</p><p><blockquote><b>游戏驿站公司。</b>已悄悄确认正在构建一个新的不可替代代币(NFT)平台<b>以太币</b>（ETH）区块链平台。</blockquote></p><p>The video game retailer has launched anew web portal&nbsp;for the NFT platform and invited engineers, designers, gamers, marketers and community leaders to join a team it is building.</p><p><blockquote>这家视频游戏零售商为NFT平台推出了一个新的门户网站，并邀请工程师、设计师、游戏玩家、营销人员和社区领袖加入它正在建立的团队。</blockquote></p><p>The website includes the message, “Power to the Players. Power to the creators. Power to the collectors.”</p><p><blockquote>该网站包括这样的信息：“权力给玩家。权力给创造者。权力给收藏家。”</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>GameStop shares rose nearly 3% in pre-market trading<blockquote>游戏驿站股价在盘前交易中上涨近3%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop shares rose nearly 3% in pre-market trading<blockquote>游戏驿站股价在盘前交易中上涨近3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-05-26 16:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>GameStop&nbsp;shares rose&nbsp;nearly 3% in pre-market&nbsp;trading.</p><p><blockquote>游戏驿站股价在盘前交易中上涨近3%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/7b99f094a5b8aac31d8175c031b3130d\" tg-width=\"1287\" tg-height=\"627\" referrerpolicy=\"no-referrer\"><b>GameStop Corp.</b>&nbsp;has quietly confirmed it is building a new non-fungible token (NFT) platform based on the&nbsp;<b>Ethereum</b>(ETH) blockchain platform.</p><p><blockquote><b>游戏驿站公司。</b>已悄悄确认正在构建一个新的不可替代代币(NFT)平台<b>以太币</b>（ETH）区块链平台。</blockquote></p><p>The video game retailer has launched anew web portal&nbsp;for the NFT platform and invited engineers, designers, gamers, marketers and community leaders to join a team it is building.</p><p><blockquote>这家视频游戏零售商为NFT平台推出了一个新的门户网站，并邀请工程师、设计师、游戏玩家、营销人员和社区领袖加入它正在建立的团队。</blockquote></p><p>The website includes the message, “Power to the Players. Power to the creators. Power to the collectors.”</p><p><blockquote>该网站包括这样的信息：“权力给玩家。权力给创造者。权力给收藏家。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196969197","content_text":"GameStop shares rose nearly 3% in pre-market trading.GameStop Corp. has quietly confirmed it is building a new non-fungible token (NFT) platform based on the Ethereum(ETH) blockchain platform.The video game retailer has launched anew web portal for the NFT platform and invited engineers, designers, gamers, marketers and community leaders to join a team it is building.The website includes the message, “Power to the Players. Power to the creators. Power to the collectors.”","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575141057639271","authorId":"3575141057639271","name":"Daveb","avatar":"https://static.tigerbbs.com/61df162e1597f1b5a6a6bfb13d7d92f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"3575141057639271","authorIdStr":"3575141057639271"},"content":"I think it will drop a few more times yet. Be prepared. After each drop it will rise higher. 💎💎💎✊🏿","text":"I think it will drop a few more times yet. Be prepared. After each drop it will rise higher. 💎💎💎✊🏿","html":"I think it will drop a few more times yet. Be prepared. After each drop it will rise higher. 💎💎💎✊🏿"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138638363,"gmtCreate":1621932752952,"gmtModify":1631891162799,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572346038267446","authorIdStr":"3572346038267446"},"themes":[],"htmlText":"Buy both!","listText":"Buy both!","text":"Buy both!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/138638363","repostId":"1110970098","repostType":4,"repost":{"id":"1110970098","kind":"news","pubTimestamp":1621926395,"share":"https://www.laohu8.com/m/news/1110970098?lang=zh_CN&edition=full","pubTime":"2021-05-25 15:06","market":"us","language":"en","title":"Dump Nio And Buy Tesla, Says Cramer<blockquote>克莱默表示，抛售蔚来并购买特斯拉</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110970098","media":"benzinga","summary":"CNBC host Jim Cramer has advised investors to sell their shares in Chinese electric vehicle maker Nio Inc. and buy shares in Tesla Inc. instead.What Happened: On the CNBC “Mad Money\" lightning round,Cramer saidinvestors in Nio should be switching to Tesla, as it is the “single best time” to buy shares in the Elon Musk-led company.“Remember the piece that we did with Larry Williams... a couple weeks ago which said this is the single best time to buy Tesla, right here, right now? That’s what you’r","content":"<p><div> CNBC host Jim Cramer has advised investors to sell their shares in Chinese electric vehicle maker Nio Inc. and buy shares in Tesla Inc. instead.What Happened: On the CNBC “Mad Money\" lightning round,...</p><p><blockquote><div>CNBC主持人吉姆·克莱默建议投资者出售中国电动汽车制造商蔚来的股票，转而购买特斯拉公司的股票。发生了什么：在美国消费者新闻与商业频道的“疯狂金钱”闪电回合中，...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/05/21270596/dump-nio-and-buy-tesla-says-cramer\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/05/21270596/dump-nio-and-buy-tesla-says-cramer\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dump Nio And Buy Tesla, Says Cramer<blockquote>克莱默表示，抛售蔚来并购买特斯拉</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\">\nDump Nio And Buy Tesla, Says Cramer<blockquote>克莱默表示，抛售蔚来并购买特斯拉</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">benzinga</strong><span class=\"h-time small\">2021-05-25 15:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> CNBC host Jim Cramer has advised investors to sell their shares in Chinese electric vehicle maker Nio Inc. and buy shares in Tesla Inc. instead.What Happened: On the CNBC “Mad Money\" lightning round,...</p><p><blockquote><div>CNBC主持人吉姆·克莱默建议投资者出售中国电动汽车制造商蔚来的股票，转而购买特斯拉公司的股票。发生了什么：在美国消费者新闻与商业频道的“疯狂金钱”闪电回合中，...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/05/21270596/dump-nio-and-buy-tesla-says-cramer\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/05/21270596/dump-nio-and-buy-tesla-says-cramer\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/05/21270596/dump-nio-and-buy-tesla-says-cramer\">benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://www.benzinga.com/news/21/05/21270596/dump-nio-and-buy-tesla-says-cramer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110970098","content_text":"CNBC host Jim Cramer has advised investors to sell their shares in Chinese electric vehicle maker Nio Inc. and buy shares in Tesla Inc. instead.What Happened: On the CNBC “Mad Money\" lightning round,Cramer saidinvestors in Nio should be switching to Tesla, as it is the “single best time” to buy shares in the Elon Musk-led company.“Remember the piece that we did with Larry Williams... a couple weeks ago which said this is the single best time to buy Tesla, right here, right now? That’s what you’re going to do tomorrow,” Cramer said.In January, Cramer had called Nio the “hottest” Chinese stock, especially with the downfall of Alibaba Group Holdings Inc., and as investors looked for the next Tesla.Why It Matters:Tesla’s stock hit a 52-week high of $900.40 in late January, but is down 14% year-to-date.Of late, Tesla has been facing rough weather in China - its second largest market - due tosafety issuesandmilitary spy noise. Tesla has also halted plans to expand its Gigafactory in Shanghai due to the strained U.S.-China relations, it wasreportedearlier this month.Nio, which targets the premium EV segment, relies on service offerings such asbattery-as-a-serviceto make an impact on customers in China.Nio plans to commercially launch the ET7, its first-ever EV sedan, in the first quarter of 2022. Earlier this month, Niounveiledits ambitious plan to enter the Norway electric vehicle market for its first overseas foray.Nio’s stock touched a 52-week high of $66.99 in January this year, but is down 26.4% for the year-to-date period.Price Action: Tesla shares closed 4.4% higher in Monday’s trading at $606.44, while Nio shares closed 5.4% higher at $35.89.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342999338,"gmtCreate":1618144317724,"gmtModify":1631891162801,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572346038267446","authorIdStr":"3572346038267446"},"themes":[],"htmlText":"🚀","listText":"🚀","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342999338","repostId":"1121480052","repostType":4,"repost":{"id":"1121480052","kind":"news","pubTimestamp":1617979030,"share":"https://www.laohu8.com/m/news/1121480052?lang=zh_CN&edition=full","pubTime":"2021-04-09 22:37","market":"us","language":"en","title":"Tesla China Deliveries Set EV Maker for Strong '21, Wedbush Says<blockquote>韦德布什表示，特斯拉在华交付量为电动汽车制造商带来了强劲的21年业绩</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121480052","media":"TheStreet","summary":"Tesla is on pace to deliver 850,000 vehicles in 2021, a strong trajectory, according to Wedbush analyst Dan Ives.Tesla's March deliveries in China create a strong trajectory for the electric-vehicle major into the rest of 2021, Wedbush analyst Dan Ives says.The China Passenger Car Association on Friday reported its March numbers, showing that Tesla delivered 35,500 vehicles, about double the February figure.\"The narrative is [clear: Despite] the haters and bears focused on China EV sales softeni","content":"<p>Tesla is on pace to deliver 850,000 vehicles in 2021, a strong trajectory, according to Wedbush analyst Dan Ives.</p><p><blockquote>Wedbush分析师Dan Ives表示，特斯拉有望在2021年交付85万辆汽车，这是一个强劲的发展轨迹。</blockquote></p><p>Tesla's&nbsp;March deliveries in China create a strong trajectory for&nbsp;the electric-vehicle major into the rest of 2021, Wedbush analyst Dan Ives says.</p><p><blockquote>Wedbush分析师Dan Ives表示，特斯拉3月份在华交付量为这家电动汽车巨头在2021年剩余时间内创造了强劲的发展轨迹。</blockquote></p><p>The China Passenger Car Association on Friday reported its March numbers, showing that Tesla delivered 35,500 vehicles, about double the February figure.</p><p><blockquote>乘联会周五公布了3月份的数据，显示特斯拉交付了35,500辆汽车，约为2月份的两倍。</blockquote></p><p>\"The narrative is [clear: Despite] the haters and bears focused on China EV sales softening in January, we have seen a storybook comeback from Tesla and domestic EV players NIO,&nbsp;Li Auto,&nbsp;Xpeng&nbsp;and others in this key region,\" Ives said in a Friday note.</p><p><blockquote>Ives表示：“情况很清楚：尽管仇恨者和看空者关注一月份中国电动汽车销量疲软，但我们已经看到特斯拉以及国内电动汽车企业蔚来、理想汽车、小鹏汽车和其他公司在这一关键地区的故事般的卷土重来。”在周五的笔记中。</blockquote></p><p>Wedbush maintained its outperform rating and $1,000 price target.</p><p><blockquote>Wedbush维持跑赢大盘评级和1,000美元的目标价。</blockquote></p><p>Shares of the Palo Alto, Calif., company at last check were off 0.9% at $678.</p><p><blockquote>上次检查时，这家位于加利福尼亚州帕洛阿尔托的公司股价下跌0.9%，至678美元。</blockquote></p><p>Wedbush sees a run rate of 300,000 units delivered in China for the year, which would be the linchpin for the company hitting its 850,000-vehicle delivery goal worldwide.</p><p><blockquote>Wedbush预计今年在中国的交付量将达到30万辆，这将是该公司实现全球85万辆交付目标的关键。</blockquote></p><p>\"As this green tidal wave hits its next phase globally, ... the Tesla EV demand story is just starting to play out,\" Ives said.</p><p><blockquote>“随着这股绿色浪潮在全球范围内进入下一阶段，……特斯拉电动汽车的需求故事才刚刚开始上演，”Ives说。</blockquote></p><p>Additionally, lifting the 200,000 electric vehicle tax-credit ceiling, which was restored to Tesla and General Motors, and a likely $10,000 electric-vehicle tax rebate will be major catalysts for industry growth in the U.S., thanks to the focus on green energy from President Joe Biden's administration.</p><p><blockquote>此外，由于乔·拜登总统政府对绿色能源的关注，取消特斯拉和通用汽车恢复的20万辆电动汽车税收抵免上限以及可能的1万美元电动汽车退税将成为美国行业增长的主要催化剂。</blockquote></p><p>Last week, Tesla reported&nbsp;stronger-than-expected&nbsp;vehicle deliveries for the first quarter, paced by its midpriced Model 3 sedan and Chinese demand for its new Model Y SUV.</p><p><blockquote>上周，特斯拉公布第一季度汽车交付量强于预期，这得益于其中等价位的Model 3轿车和中国对其新款Model Y SUV的需求。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla China Deliveries Set EV Maker for Strong '21, Wedbush Says<blockquote>韦德布什表示，特斯拉在华交付量为电动汽车制造商带来了强劲的21年业绩</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\">\nTesla China Deliveries Set EV Maker for Strong '21, Wedbush Says<blockquote>韦德布什表示，特斯拉在华交付量为电动汽车制造商带来了强劲的21年业绩</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-04-09 22:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla is on pace to deliver 850,000 vehicles in 2021, a strong trajectory, according to Wedbush analyst Dan Ives.</p><p><blockquote>Wedbush分析师Dan Ives表示，特斯拉有望在2021年交付85万辆汽车，这是一个强劲的发展轨迹。</blockquote></p><p>Tesla's&nbsp;March deliveries in China create a strong trajectory for&nbsp;the electric-vehicle major into the rest of 2021, Wedbush analyst Dan Ives says.</p><p><blockquote>Wedbush分析师Dan Ives表示，特斯拉3月份在华交付量为这家电动汽车巨头在2021年剩余时间内创造了强劲的发展轨迹。</blockquote></p><p>The China Passenger Car Association on Friday reported its March numbers, showing that Tesla delivered 35,500 vehicles, about double the February figure.</p><p><blockquote>乘联会周五公布了3月份的数据，显示特斯拉交付了35,500辆汽车，约为2月份的两倍。</blockquote></p><p>\"The narrative is [clear: Despite] the haters and bears focused on China EV sales softening in January, we have seen a storybook comeback from Tesla and domestic EV players NIO,&nbsp;Li Auto,&nbsp;Xpeng&nbsp;and others in this key region,\" Ives said in a Friday note.</p><p><blockquote>Ives表示：“情况很清楚：尽管仇恨者和看空者关注一月份中国电动汽车销量疲软，但我们已经看到特斯拉以及国内电动汽车企业蔚来、理想汽车、小鹏汽车和其他公司在这一关键地区的故事般的卷土重来。”在周五的笔记中。</blockquote></p><p>Wedbush maintained its outperform rating and $1,000 price target.</p><p><blockquote>Wedbush维持跑赢大盘评级和1,000美元的目标价。</blockquote></p><p>Shares of the Palo Alto, Calif., company at last check were off 0.9% at $678.</p><p><blockquote>上次检查时，这家位于加利福尼亚州帕洛阿尔托的公司股价下跌0.9%，至678美元。</blockquote></p><p>Wedbush sees a run rate of 300,000 units delivered in China for the year, which would be the linchpin for the company hitting its 850,000-vehicle delivery goal worldwide.</p><p><blockquote>Wedbush预计今年在中国的交付量将达到30万辆，这将是该公司实现全球85万辆交付目标的关键。</blockquote></p><p>\"As this green tidal wave hits its next phase globally, ... the Tesla EV demand story is just starting to play out,\" Ives said.</p><p><blockquote>“随着这股绿色浪潮在全球范围内进入下一阶段，……特斯拉电动汽车的需求故事才刚刚开始上演，”Ives说。</blockquote></p><p>Additionally, lifting the 200,000 electric vehicle tax-credit ceiling, which was restored to Tesla and General Motors, and a likely $10,000 electric-vehicle tax rebate will be major catalysts for industry growth in the U.S., thanks to the focus on green energy from President Joe Biden's administration.</p><p><blockquote>此外，由于乔·拜登总统政府对绿色能源的关注，取消特斯拉和通用汽车恢复的20万辆电动汽车税收抵免上限以及可能的1万美元电动汽车退税将成为美国行业增长的主要催化剂。</blockquote></p><p>Last week, Tesla reported&nbsp;stronger-than-expected&nbsp;vehicle deliveries for the first quarter, paced by its midpriced Model 3 sedan and Chinese demand for its new Model Y SUV.</p><p><blockquote>上周，特斯拉公布第一季度汽车交付量强于预期，这得益于其中等价位的Model 3轿车和中国对其新款Model Y SUV的需求。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/tesla-march-china-deliveries-strong-outlook-wedbush-says\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.thestreet.com/investing/tesla-march-china-deliveries-strong-outlook-wedbush-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121480052","content_text":"Tesla is on pace to deliver 850,000 vehicles in 2021, a strong trajectory, according to Wedbush analyst Dan Ives.Tesla's March deliveries in China create a strong trajectory for the electric-vehicle major into the rest of 2021, Wedbush analyst Dan Ives says.The China Passenger Car Association on Friday reported its March numbers, showing that Tesla delivered 35,500 vehicles, about double the February figure.\"The narrative is [clear: Despite] the haters and bears focused on China EV sales softening in January, we have seen a storybook comeback from Tesla and domestic EV players NIO, Li Auto, Xpeng and others in this key region,\" Ives said in a Friday note.Wedbush maintained its outperform rating and $1,000 price target.Shares of the Palo Alto, Calif., company at last check were off 0.9% at $678.Wedbush sees a run rate of 300,000 units delivered in China for the year, which would be the linchpin for the company hitting its 850,000-vehicle delivery goal worldwide.\"As this green tidal wave hits its next phase globally, ... the Tesla EV demand story is just starting to play out,\" Ives said.Additionally, lifting the 200,000 electric vehicle tax-credit ceiling, which was restored to Tesla and General Motors, and a likely $10,000 electric-vehicle tax rebate will be major catalysts for industry growth in the U.S., thanks to the focus on green energy from President Joe Biden's administration.Last week, Tesla reported stronger-than-expected vehicle deliveries for the first quarter, paced by its midpriced Model 3 sedan and Chinese demand for its new Model Y SUV.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348480044,"gmtCreate":1617952194988,"gmtModify":1631891162807,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572346038267446","authorIdStr":"3572346038267446"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348480044","repostId":"1147517160","repostType":4,"isVote":1,"tweetType":1,"viewCount":1957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341654793,"gmtCreate":1617810925512,"gmtModify":1631891162811,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572346038267446","authorIdStr":"3572346038267446"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341654793","repostId":"1160369765","repostType":4,"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357302634,"gmtCreate":1617236317128,"gmtModify":1631891162813,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572346038267446","authorIdStr":"3572346038267446"},"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/357302634","repostId":"2124703892","repostType":4,"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354521537,"gmtCreate":1617190429129,"gmtModify":1631891162817,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572346038267446","authorIdStr":"3572346038267446"},"themes":[],"htmlText":"Sweet","listText":"Sweet","text":"Sweet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354521537","repostId":"1196818239","repostType":4,"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351842942,"gmtCreate":1616589238586,"gmtModify":1631893467095,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572346038267446","authorIdStr":"3572346038267446"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/351842942","repostId":"1184997321","repostType":4,"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323675034,"gmtCreate":1615341246128,"gmtModify":1703487592046,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572346038267446","authorIdStr":"3572346038267446"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323675034","repostId":"2118628450","repostType":2,"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":879648741,"gmtCreate":1636723212566,"gmtModify":1636723212675,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879648741","repostId":"2182090242","repostType":4,"repost":{"id":"2182090242","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1636722443,"share":"https://www.laohu8.com/m/news/2182090242?lang=zh_CN&edition=full","pubTime":"2021-11-12 21:07","market":"us","language":"en","title":"Flowers Foods Q3 Earnings Top Estimates, Lifts FY21 Outlook<blockquote>Flowers Foods第三季度盈利最高预期，上调2021财年前景</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2182090242","media":"Benzinga","summary":"\n","content":"<p><ul>  <li><b>Flowers Foods Inc</b>&nbsp;(NYSE:FLO) reported&nbsp;third-quarter FY21 sales growth of 3.9%&nbsp;year-on-year, to $1.03 billion, beating the analyst consensus of $1.00 billion.</li>  <li>Branded retail sales increased 4.8% Y/Y to $689.1 million, store branded retail sales fell 8.5% to $124.6 million, while non-retail and other sales grew 9.2% to $214.2 million.</li>  <li>The operating margin was 5.1%, and operating income for the quarter fell 1.6% to $52.1 million.</li>  <li>Adjusted EBITDA increased 1.8% to $118.5 million, and the margin declined 30 basis points to 11.5%.</li>  <li>Adjusted EPS of $0.30 beat the analyst consensus of $0.25.</li>  <li>The company held $307.5 million in cash and equivalents as of October 9, 2021. Year-to-date cash flow from operating activities totaled $315.2 million.</li>  <li><b>Outlook</b>: Flowers Foods raised FY21 sales outlook to $4.3 billion - $4.344 billion (prior view $4.256 billion - $4.3 billion), above the consensus of $4.28 billion.</li>  <li>The company raised FY21 EPS guidance to $1.22 - $1.26 (prior view $1.17 - $1.22), versus the consensus of $1.19.</li>  <li><b>Price Action:</b>&nbsp;FLO shares closed higher by 0.04% at $25.50 on Thursday.</li> </ul></p><p><blockquote><ul><li><b>鲜花食品公司</b>（纽约证券交易所股票代码：FLO）报告称，2021财年第三季度销售额同比增长3.9%，达到10.3亿美元，超出分析师预期的10亿美元。</li><li>品牌零售额同比增长4.8%至6.891亿美元，商店品牌零售额下降8.5%至1.246亿美元，而非零售和其他销售额增长9.2%至2.142亿美元。</li><li>营业利润率为5.1%，本季度营业收入下降1.6%至5210万美元。</li><li>调整后EBITDA增长1.8%至1.185亿美元，利润率下降30个基点至11.5%。</li><li>调整后每股收益为0.30美元，超过分析师预期的0.25美元。</li><li>截至2021年10月9日，该公司持有现金及等价物3.075亿美元。年初至今，经营活动产生的现金流总计3.152亿美元。</li><li><b>世界观</b>：Flowers Foods将2021财年销售额预期上调至43亿美元至43.44亿美元（之前预期为42.56亿美元至43亿美元），高于市场普遍预期的42.8亿美元。</li><li>该公司将2021财年每股收益指引上调至1.22-1.26美元（之前观点为1.17-1.22美元），而市场普遍预期为1.19美元。</li><li><b>价格走势：</b>FLO股价周四收盘上涨0.04%，至25.50美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Flowers Foods Q3 Earnings Top Estimates, Lifts FY21 Outlook<blockquote>Flowers Foods第三季度盈利最高预期，上调2021财年前景</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFlowers Foods Q3 Earnings Top Estimates, Lifts FY21 Outlook<blockquote>Flowers Foods第三季度盈利最高预期，上调2021财年前景</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\">2021-11-12 21:07</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><ul>  <li><b>Flowers Foods Inc</b>&nbsp;(NYSE:FLO) reported&nbsp;third-quarter FY21 sales growth of 3.9%&nbsp;year-on-year, to $1.03 billion, beating the analyst consensus of $1.00 billion.</li>  <li>Branded retail sales increased 4.8% Y/Y to $689.1 million, store branded retail sales fell 8.5% to $124.6 million, while non-retail and other sales grew 9.2% to $214.2 million.</li>  <li>The operating margin was 5.1%, and operating income for the quarter fell 1.6% to $52.1 million.</li>  <li>Adjusted EBITDA increased 1.8% to $118.5 million, and the margin declined 30 basis points to 11.5%.</li>  <li>Adjusted EPS of $0.30 beat the analyst consensus of $0.25.</li>  <li>The company held $307.5 million in cash and equivalents as of October 9, 2021. Year-to-date cash flow from operating activities totaled $315.2 million.</li>  <li><b>Outlook</b>: Flowers Foods raised FY21 sales outlook to $4.3 billion - $4.344 billion (prior view $4.256 billion - $4.3 billion), above the consensus of $4.28 billion.</li>  <li>The company raised FY21 EPS guidance to $1.22 - $1.26 (prior view $1.17 - $1.22), versus the consensus of $1.19.</li>  <li><b>Price Action:</b>&nbsp;FLO shares closed higher by 0.04% at $25.50 on Thursday.</li> </ul></p><p><blockquote><ul><li><b>鲜花食品公司</b>（纽约证券交易所股票代码：FLO）报告称，2021财年第三季度销售额同比增长3.9%，达到10.3亿美元，超出分析师预期的10亿美元。</li><li>品牌零售额同比增长4.8%至6.891亿美元，商店品牌零售额下降8.5%至1.246亿美元，而非零售和其他销售额增长9.2%至2.142亿美元。</li><li>营业利润率为5.1%，本季度营业收入下降1.6%至5210万美元。</li><li>调整后EBITDA增长1.8%至1.185亿美元，利润率下降30个基点至11.5%。</li><li>调整后每股收益为0.30美元，超过分析师预期的0.25美元。</li><li>截至2021年10月9日，该公司持有现金及等价物3.075亿美元。年初至今，经营活动产生的现金流总计3.152亿美元。</li><li><b>世界观</b>：Flowers Foods将2021财年销售额预期上调至43亿美元至43.44亿美元（之前预期为42.56亿美元至43亿美元），高于市场普遍预期的42.8亿美元。</li><li>该公司将2021财年每股收益指引上调至1.22-1.26美元（之前观点为1.17-1.22美元），而市场普遍预期为1.19美元。</li><li><b>价格走势：</b>FLO股价周四收盘上涨0.04%，至25.50美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FLO":"花苑食品"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2182090242","content_text":"Flowers Foods Inc (NYSE:FLO) reported third-quarter FY21 sales growth of 3.9% year-on-year, to $1.03 billion, beating the analyst consensus of $1.00 billion.\nBranded retail sales increased 4.8% Y/Y to $689.1 million, store branded retail sales fell 8.5% to $124.6 million, while non-retail and other sales grew 9.2% to $214.2 million.\nThe operating margin was 5.1%, and operating income for the quarter fell 1.6% to $52.1 million.\nAdjusted EBITDA increased 1.8% to $118.5 million, and the margin declined 30 basis points to 11.5%.\nAdjusted EPS of $0.30 beat the analyst consensus of $0.25.\nThe company held $307.5 million in cash and equivalents as of October 9, 2021. Year-to-date cash flow from operating activities totaled $315.2 million.\nOutlook: Flowers Foods raised FY21 sales outlook to $4.3 billion - $4.344 billion (prior view $4.256 billion - $4.3 billion), above the consensus of $4.28 billion.\nThe company raised FY21 EPS guidance to $1.22 - $1.26 (prior view $1.17 - $1.22), versus the consensus of $1.19.\nPrice Action: FLO shares closed higher by 0.04% at $25.50 on Thursday.","news_type":1,"symbols_score_info":{"FLO":0.9}},"isVote":1,"tweetType":1,"viewCount":1941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829030890,"gmtCreate":1633441643765,"gmtModify":1633441644169,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829030890","repostId":"1116662375","repostType":2,"repost":{"id":"1116662375","kind":"news","pubTimestamp":1633441259,"share":"https://www.laohu8.com/m/news/1116662375?lang=zh_CN&edition=full","pubTime":"2021-10-05 21:40","market":"us","language":"en","title":"A decade later, Steve Jobs is still paving Apple’s path to success<blockquote>十年后，史蒂夫·乔布斯仍在为苹果的成功铺平道路</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116662375","media":"macworld","summary":"Time rolls forward, the past recedes, and it all starts to fade, doesn’t it? Ten years ago, Steve Jo","content":"<p>Time rolls forward, the past recedes, and it all starts to fade, doesn’t it? Ten years ago, Steve Jobs died, and at the time Ipondered how he’d be remembered. In the intervening years, his most notable product–Apple itself–has risen to unimaginable levels of power and influence.</p><p><blockquote>时间向前滚动，过去退去，一切都开始褪色，不是吗？十年前，史蒂夫·乔布斯去世了，当时我在想人们会如何记住他。在此期间，他最著名的产品——苹果本身——已经上升到难以想象的权力和影响力水平。</blockquote></p><p> The fact that so much of Apple’s growth has happened since Jobs’s departure hasn’t reduced him at all. It would be relatively easy to argue that the success of Tim Cook’s Apple suggests that, despite everyone’s concern in the late days of 2011, the company actually<i>could</i>go on without Jobs at the helm. But that’s not what anyone thinks. Instead, Jobs is credited for putting Apple on the path that led to it becoming what it is today.</p><p><blockquote>事实上，自乔布斯离开以来，苹果取得了如此大的增长，但这丝毫没有削弱他的实力。可以相对容易地说，蒂姆·库克的苹果的成功表明，尽管2011年末所有人都很担心，但该公司实际上<i>可以</i>没有乔布斯掌舵继续下去。但没人这么想。相反，乔布斯被认为是让苹果走上了今天的道路。</blockquote></p><p> The 10 years before</p><p><blockquote>10年前</blockquote></p><p> On October 5, 2001, 10 years before Jobs passed away, Apple is busy digging itself out of an enormous hole. Jobs returned to the company with the purchase of NeXT in late 1996, assumed the reins of power in mid-1997, and four years later his big accomplishment is mostly that Apple hasn’t gone out of business yet. Thanks to the&nbsp;iMac G3, the company had a financial lifeline that has allowed it to renovate the rest of the Mac product line, get an&nbsp;entirely new Mac OSout the door, and begin&nbsp;expanding into retail.</p><p><blockquote>2001年10月5日，乔布斯去世前10年，苹果正忙着把自己从一个巨大的坑里挖出来。乔布斯于1996年底收购了NeXT，重返公司，并于1997年中期掌权，四年后，他的重大成就主要是苹果尚未倒闭。多亏了iMac G3，该公司有了一条财务生命线，使其能够翻新Mac产品线的其余部分，推出全新的Mac OS，并开始向零售领域扩张。</blockquote></p><p> This is a very different Apple than the one that most people remember, an&nbsp;invisible era&nbsp;where Jobs was furiously throwing ideas at the wall to see what would stick. (A server! Acube-shaped Power Mac!) This Apple was not afraid of failure. It wasn’t afraid of looking foolish. It was, in fact, completely embracing the fact that it would need to keep trying and be willing to fail in order to find where it might succeed.</p><p><blockquote>这是一个与大多数人记忆中截然不同的苹果，一个无形的时代，乔布斯疯狂地向墙上扔想法，看看什么会坚持下去。（一台服务器！立方体形状的Power Mac！）这个苹果不怕失败。它不怕看起来很愚蠢。事实上，它完全接受了这样一个事实，即它需要不断尝试并愿意失败，以便找到它可能成功的地方。</blockquote></p><p> One of those wild ideas ended up saving the company.</p><p><blockquote>其中一个疯狂的想法最终拯救了公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/272cbc070a8abecbfeba42331c92a783\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>Apple had been struggling for years. Then the iPod came along to start a string of successes that made the company what it is today.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果多年来一直在挣扎。然后iPod出现了，开始了一系列的成功，使公司成为今天的样子。</span></p></blockquote></p><p> Ten years before Steve Jobs died, he and his team were putting the finishing touches on the new product they’d be introducing a couple of weeks later. It was another weird idea that was still worth trying–a digital music player so compact that you could carry a thousand songs with you in your pocket.</p><p><blockquote>史蒂夫·乔布斯去世前十年，他和他的团队正在为他们几周后推出的新产品做最后的润色。这是另一个仍然值得一试的奇怪想法——一个如此紧凑的数字音乐播放器，你可以在口袋里随身携带一千首歌曲。</blockquote></p><p> The iMac G3’s sales success might have given Apple a lifeline, but it was the iPod (which has its 20th birthday later this month) that introduced Apple’s brand to countless people who had never,<i>would</i>never consider buying a Mac. And combined with the expanding Apple retail empire–another idea that might have ended in disaster, but didn’t–the iPod turned people on to Apple as a brand, making them consider the Mac as well–and Apple’s fortunes grew.</p><p><blockquote>iMac G3的销售成功可能给了苹果一条生命线，但正是iPod（本月晚些时候将迎来20岁生日）将苹果的品牌介绍给了无数从未接触过的人，<i>将会</i>永远不要考虑买Mac。再加上不断扩张的苹果零售帝国——另一个可能以灾难告终的想法，但没有——iPod让人们对苹果这个品牌产生了兴趣，让他们也考虑Mac——苹果的财富也随之增长。</blockquote></p><p> From there, of course, Apple was on the path to build the iPhone and the iPad, constructing the core trio of products that drive the company even today.</p><p><blockquote>当然，从那时起，苹果就走上了制造iPhone和iPad的道路，构建了推动公司发展的三大核心产品。</blockquote></p><p> The 10 years after</p><p><blockquote>10年后</blockquote></p><p> During Apple’sfinal financial quarter with Jobs as CEO, Apple delivered its best financial quarter ever. The company generated a record $28.6 billion in revenue and a record $7.31 billion in profit. It sold $13.3 billion worth of iPhones, $6 billion worth of iPads, and $5.1 billion worth of Macs.</p><p><blockquote>在乔布斯担任首席执行官的苹果的最后一个财务季度，苹果实现了有史以来最好的财务季度。该公司创造了创纪录的286亿美元收入和创纪录的73.1亿美元利润。它售出了价值133亿美元的iPhone、价值60亿美元的iPad和价值51亿美元的Mac。</blockquote></p><p> Ten years after Jobs left Apple,the resultswere a bit better. Revenue was $81.4 billion, 2.8 times more than the decade-ago quarter. Profit was $21.7 billion, nearly three times the decade-ago total. Apple sold $39.5 billion worth of iPhones (up nearly 3 times), $7.3 billion worth of iPads (up 22 percent), and $8.2 billion worth of Macs (up 61 percent).</p><p><blockquote>乔布斯离开苹果十年后，结果稍微好一点。收入为814亿美元，是十年前季度的2.8倍。利润为217亿美元，几乎是十年前总额的三倍。苹果售出了价值395亿美元的iPhone（增长近3倍）、价值73亿美元的iPad（增长22%）和价值82亿美元的Mac（增长61%）。</blockquote></p><p> Under Tim Cook’s stewardship, Apple has tripled what it makes in an average quarter. It has grown two major new sources of revenue in wearable products (such as Apple Watch and AirPods) and services. Does Tim Cook deserve credit for this? Given how so many experts were convinced that Apple would be utterly adrift without Steve Jobs at the helm, I certainly think so.</p><p><blockquote>在蒂姆·库克的管理下，苹果的平均季度收入增长了两倍。它在可穿戴产品（如苹果手表和AirPods）和服务方面增加了两个主要的新收入来源。蒂姆·库克值得为此受到表扬吗？鉴于如此多的专家确信，如果没有史蒂夫·乔布斯的掌舵，苹果将会完全迷失方向，我当然这么认为。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ff011b19b561e07a75dc6408fdd7251\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>Apple has experienced tremendous success since Steve Jobs’ death. Tim Cook deserves all the credit, just as Jobs is viewed as the one who set it all up.</span></p><p><blockquote><p class=\"t-img-caption\"><span>自史蒂夫·乔布斯去世以来，苹果取得了巨大的成功。蒂姆·库克应该得到所有的荣誉，就像乔布斯被认为是这一切的幕后黑手一样。</span></p></blockquote></p><p> Just as Apple’s modern corporate culture really owes itself to what Jobs established when he returned to the company in the 1990s, Cook himself was chosen by Jobs as his successor. I think it’s fair to say that Jobs probably saw the trajectory Apple was on and trusted Cook to navigate the company through that growth while also continuing to focus on developing new products and iterating on existing ones.</p><p><blockquote>正如苹果的现代企业文化真正归功于乔布斯上世纪90年代重返公司时建立的东西一样，库克本人也被乔布斯选为继任者。我认为公平地说，乔布斯可能看到了苹果的发展轨迹，并相信库克能够带领公司实现增长，同时继续专注于开发新产品和迭代现有产品。</blockquote></p><p></p><p> So while Cook deserves credit for steering Apple through these waters, Jobs is rightfully viewed as the person who set it all up. The enormous success of Apple in the decade since Jobs died only adds to his legacy.</p><p><blockquote>因此，尽管库克带领苹果渡过这些难关值得称赞，但乔布斯理应被视为这一切的始作俑者。苹果在乔布斯去世后的十年里取得的巨大成功只会增加他的遗产。</blockquote></p><p> But lest we forget, nothing is forever. Apple TV+, a service that Jobs probably wouldn’t have conceived of himself, recently premiered a series based on Isaac Asimov’s “Foundation” book series. “Foundation” is, fundamentally, about one man’s vision of the future–and how one man’s vision is no match for the sweep of history.</p><p><blockquote>但是我们不要忘记，没有什么是永恒的。苹果TV+是乔布斯自己可能不会想到的服务，最近首播了一个基于艾萨克·阿西莫夫“基金会”系列丛书的系列。从根本上说，“基础”是关于一个人对未来的愿景——以及一个人的愿景如何无法与历史的横扫相媲美。</blockquote></p><p> Time does roll forward, and our perceptions of events continue to shift. Events witnessed in person become old stories retold, subject to the limits of our memories and the imperfection of second-hand storytelling. My daughter was born just after the iPod was announced, but before it shipped. She’s about to turn 20. Where does the time go?</p><p><blockquote>时间确实在向前滚动，我们对事件的看法也在不断变化。亲眼目睹的事件变成了旧故事的复述，受制于我们记忆的限制和二手故事的不完善。我的女儿出生在iPod发布后，但在它上市之前。她快20岁了。时间去了哪里？</blockquote></p><p> “Those of us who are lucky enough to grow old and rickety (in a way that, cruelly, Steven Paul Jobs was never allowed to) will say that we saw that man stand upon a stage with a giant Apple logo behind him and introduce a new iconic, world-changing product,”I wrote when Jobs died. “In a hundred years, perhaps he will have been reduced to a caricature.” Maybe so. But we should all be so lucky.</p><p><blockquote>“我们这些幸运地变老、摇摇晃晃的人（史蒂芬·保罗·乔布斯从未被允许这样做）会说，我们看到那个人站在舞台上，身后有一个巨大的苹果标志，并介绍了一个新的标志性的、改变世界的产品，”乔布斯去世时我写道。“一百年后，或许他会沦为一幅漫画。”也许是这样。但我们都应该如此幸运。</blockquote></p><p></p>","source":"lsy1633441374938","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>A decade later, Steve Jobs is still paving Apple’s path to success<blockquote>十年后，史蒂夫·乔布斯仍在为苹果的成功铺平道路</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\">\nA decade later, Steve Jobs is still paving Apple’s path to success<blockquote>十年后，史蒂夫·乔布斯仍在为苹果的成功铺平道路</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">macworld</strong><span class=\"h-time small\">2021-10-05 21:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Time rolls forward, the past recedes, and it all starts to fade, doesn’t it? Ten years ago, Steve Jobs died, and at the time Ipondered how he’d be remembered. In the intervening years, his most notable product–Apple itself–has risen to unimaginable levels of power and influence.</p><p><blockquote>时间向前滚动，过去退去，一切都开始褪色，不是吗？十年前，史蒂夫·乔布斯去世了，当时我在想人们会如何记住他。在此期间，他最著名的产品——苹果本身——已经上升到难以想象的权力和影响力水平。</blockquote></p><p> The fact that so much of Apple’s growth has happened since Jobs’s departure hasn’t reduced him at all. It would be relatively easy to argue that the success of Tim Cook’s Apple suggests that, despite everyone’s concern in the late days of 2011, the company actually<i>could</i>go on without Jobs at the helm. But that’s not what anyone thinks. Instead, Jobs is credited for putting Apple on the path that led to it becoming what it is today.</p><p><blockquote>事实上，自乔布斯离开以来，苹果取得了如此大的增长，但这丝毫没有削弱他的实力。可以相对容易地说，蒂姆·库克的苹果的成功表明，尽管2011年末所有人都很担心，但该公司实际上<i>可以</i>没有乔布斯掌舵继续下去。但没人这么想。相反，乔布斯被认为是让苹果走上了今天的道路。</blockquote></p><p> The 10 years before</p><p><blockquote>10年前</blockquote></p><p> On October 5, 2001, 10 years before Jobs passed away, Apple is busy digging itself out of an enormous hole. Jobs returned to the company with the purchase of NeXT in late 1996, assumed the reins of power in mid-1997, and four years later his big accomplishment is mostly that Apple hasn’t gone out of business yet. Thanks to the&nbsp;iMac G3, the company had a financial lifeline that has allowed it to renovate the rest of the Mac product line, get an&nbsp;entirely new Mac OSout the door, and begin&nbsp;expanding into retail.</p><p><blockquote>2001年10月5日，乔布斯去世前10年，苹果正忙着把自己从一个巨大的坑里挖出来。乔布斯于1996年底收购了NeXT，重返公司，并于1997年中期掌权，四年后，他的重大成就主要是苹果尚未倒闭。多亏了iMac G3，该公司有了一条财务生命线，使其能够翻新Mac产品线的其余部分，推出全新的Mac OS，并开始向零售领域扩张。</blockquote></p><p> This is a very different Apple than the one that most people remember, an&nbsp;invisible era&nbsp;where Jobs was furiously throwing ideas at the wall to see what would stick. (A server! Acube-shaped Power Mac!) This Apple was not afraid of failure. It wasn’t afraid of looking foolish. It was, in fact, completely embracing the fact that it would need to keep trying and be willing to fail in order to find where it might succeed.</p><p><blockquote>这是一个与大多数人记忆中截然不同的苹果，一个无形的时代，乔布斯疯狂地向墙上扔想法，看看什么会坚持下去。（一台服务器！立方体形状的Power Mac！）这个苹果不怕失败。它不怕看起来很愚蠢。事实上，它完全接受了这样一个事实，即它需要不断尝试并愿意失败，以便找到它可能成功的地方。</blockquote></p><p> One of those wild ideas ended up saving the company.</p><p><blockquote>其中一个疯狂的想法最终拯救了公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/272cbc070a8abecbfeba42331c92a783\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>Apple had been struggling for years. Then the iPod came along to start a string of successes that made the company what it is today.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果多年来一直在挣扎。然后iPod出现了，开始了一系列的成功，使公司成为今天的样子。</span></p></blockquote></p><p> Ten years before Steve Jobs died, he and his team were putting the finishing touches on the new product they’d be introducing a couple of weeks later. It was another weird idea that was still worth trying–a digital music player so compact that you could carry a thousand songs with you in your pocket.</p><p><blockquote>史蒂夫·乔布斯去世前十年，他和他的团队正在为他们几周后推出的新产品做最后的润色。这是另一个仍然值得一试的奇怪想法——一个如此紧凑的数字音乐播放器，你可以在口袋里随身携带一千首歌曲。</blockquote></p><p> The iMac G3’s sales success might have given Apple a lifeline, but it was the iPod (which has its 20th birthday later this month) that introduced Apple’s brand to countless people who had never,<i>would</i>never consider buying a Mac. And combined with the expanding Apple retail empire–another idea that might have ended in disaster, but didn’t–the iPod turned people on to Apple as a brand, making them consider the Mac as well–and Apple’s fortunes grew.</p><p><blockquote>iMac G3的销售成功可能给了苹果一条生命线，但正是iPod（本月晚些时候将迎来20岁生日）将苹果的品牌介绍给了无数从未接触过的人，<i>将会</i>永远不要考虑买Mac。再加上不断扩张的苹果零售帝国——另一个可能以灾难告终的想法，但没有——iPod让人们对苹果这个品牌产生了兴趣，让他们也考虑Mac——苹果的财富也随之增长。</blockquote></p><p> From there, of course, Apple was on the path to build the iPhone and the iPad, constructing the core trio of products that drive the company even today.</p><p><blockquote>当然，从那时起，苹果就走上了制造iPhone和iPad的道路，构建了推动公司发展的三大核心产品。</blockquote></p><p> The 10 years after</p><p><blockquote>10年后</blockquote></p><p> During Apple’sfinal financial quarter with Jobs as CEO, Apple delivered its best financial quarter ever. The company generated a record $28.6 billion in revenue and a record $7.31 billion in profit. It sold $13.3 billion worth of iPhones, $6 billion worth of iPads, and $5.1 billion worth of Macs.</p><p><blockquote>在乔布斯担任首席执行官的苹果的最后一个财务季度，苹果实现了有史以来最好的财务季度。该公司创造了创纪录的286亿美元收入和创纪录的73.1亿美元利润。它售出了价值133亿美元的iPhone、价值60亿美元的iPad和价值51亿美元的Mac。</blockquote></p><p> Ten years after Jobs left Apple,the resultswere a bit better. Revenue was $81.4 billion, 2.8 times more than the decade-ago quarter. Profit was $21.7 billion, nearly three times the decade-ago total. Apple sold $39.5 billion worth of iPhones (up nearly 3 times), $7.3 billion worth of iPads (up 22 percent), and $8.2 billion worth of Macs (up 61 percent).</p><p><blockquote>乔布斯离开苹果十年后，结果稍微好一点。收入为814亿美元，是十年前季度的2.8倍。利润为217亿美元，几乎是十年前总额的三倍。苹果售出了价值395亿美元的iPhone（增长近3倍）、价值73亿美元的iPad（增长22%）和价值82亿美元的Mac（增长61%）。</blockquote></p><p> Under Tim Cook’s stewardship, Apple has tripled what it makes in an average quarter. It has grown two major new sources of revenue in wearable products (such as Apple Watch and AirPods) and services. Does Tim Cook deserve credit for this? Given how so many experts were convinced that Apple would be utterly adrift without Steve Jobs at the helm, I certainly think so.</p><p><blockquote>在蒂姆·库克的管理下，苹果的平均季度收入增长了两倍。它在可穿戴产品（如苹果手表和AirPods）和服务方面增加了两个主要的新收入来源。蒂姆·库克值得为此受到表扬吗？鉴于如此多的专家确信，如果没有史蒂夫·乔布斯的掌舵，苹果将会完全迷失方向，我当然这么认为。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ff011b19b561e07a75dc6408fdd7251\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>Apple has experienced tremendous success since Steve Jobs’ death. Tim Cook deserves all the credit, just as Jobs is viewed as the one who set it all up.</span></p><p><blockquote><p class=\"t-img-caption\"><span>自史蒂夫·乔布斯去世以来，苹果取得了巨大的成功。蒂姆·库克应该得到所有的荣誉，就像乔布斯被认为是这一切的幕后黑手一样。</span></p></blockquote></p><p> Just as Apple’s modern corporate culture really owes itself to what Jobs established when he returned to the company in the 1990s, Cook himself was chosen by Jobs as his successor. I think it’s fair to say that Jobs probably saw the trajectory Apple was on and trusted Cook to navigate the company through that growth while also continuing to focus on developing new products and iterating on existing ones.</p><p><blockquote>正如苹果的现代企业文化真正归功于乔布斯上世纪90年代重返公司时建立的东西一样，库克本人也被乔布斯选为继任者。我认为公平地说，乔布斯可能看到了苹果的发展轨迹，并相信库克能够带领公司实现增长，同时继续专注于开发新产品和迭代现有产品。</blockquote></p><p></p><p> So while Cook deserves credit for steering Apple through these waters, Jobs is rightfully viewed as the person who set it all up. The enormous success of Apple in the decade since Jobs died only adds to his legacy.</p><p><blockquote>因此，尽管库克带领苹果渡过这些难关值得称赞，但乔布斯理应被视为这一切的始作俑者。苹果在乔布斯去世后的十年里取得的巨大成功只会增加他的遗产。</blockquote></p><p> But lest we forget, nothing is forever. Apple TV+, a service that Jobs probably wouldn’t have conceived of himself, recently premiered a series based on Isaac Asimov’s “Foundation” book series. “Foundation” is, fundamentally, about one man’s vision of the future–and how one man’s vision is no match for the sweep of history.</p><p><blockquote>但是我们不要忘记，没有什么是永恒的。苹果TV+是乔布斯自己可能不会想到的服务，最近首播了一个基于艾萨克·阿西莫夫“基金会”系列丛书的系列。从根本上说，“基础”是关于一个人对未来的愿景——以及一个人的愿景如何无法与历史的横扫相媲美。</blockquote></p><p> Time does roll forward, and our perceptions of events continue to shift. Events witnessed in person become old stories retold, subject to the limits of our memories and the imperfection of second-hand storytelling. My daughter was born just after the iPod was announced, but before it shipped. She’s about to turn 20. Where does the time go?</p><p><blockquote>时间确实在向前滚动，我们对事件的看法也在不断变化。亲眼目睹的事件变成了旧故事的复述，受制于我们记忆的限制和二手故事的不完善。我的女儿出生在iPod发布后，但在它上市之前。她快20岁了。时间去了哪里？</blockquote></p><p> “Those of us who are lucky enough to grow old and rickety (in a way that, cruelly, Steven Paul Jobs was never allowed to) will say that we saw that man stand upon a stage with a giant Apple logo behind him and introduce a new iconic, world-changing product,”I wrote when Jobs died. “In a hundred years, perhaps he will have been reduced to a caricature.” Maybe so. But we should all be so lucky.</p><p><blockquote>“我们这些幸运地变老、摇摇晃晃的人（史蒂芬·保罗·乔布斯从未被允许这样做）会说，我们看到那个人站在舞台上，身后有一个巨大的苹果标志，并介绍了一个新的标志性的、改变世界的产品，”乔布斯去世时我写道。“一百年后，或许他会沦为一幅漫画。”也许是这样。但我们都应该如此幸运。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.macworld.com/article/540956/steve-jobs-apple-path-to-success.html\">macworld</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.macworld.com/article/540956/steve-jobs-apple-path-to-success.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116662375","content_text":"Time rolls forward, the past recedes, and it all starts to fade, doesn’t it? Ten years ago, Steve Jobs died, and at the time Ipondered how he’d be remembered. In the intervening years, his most notable product–Apple itself–has risen to unimaginable levels of power and influence.\nThe fact that so much of Apple’s growth has happened since Jobs’s departure hasn’t reduced him at all. It would be relatively easy to argue that the success of Tim Cook’s Apple suggests that, despite everyone’s concern in the late days of 2011, the company actuallycouldgo on without Jobs at the helm. But that’s not what anyone thinks. Instead, Jobs is credited for putting Apple on the path that led to it becoming what it is today.\nThe 10 years before\nOn October 5, 2001, 10 years before Jobs passed away, Apple is busy digging itself out of an enormous hole. Jobs returned to the company with the purchase of NeXT in late 1996, assumed the reins of power in mid-1997, and four years later his big accomplishment is mostly that Apple hasn’t gone out of business yet. Thanks to the iMac G3, the company had a financial lifeline that has allowed it to renovate the rest of the Mac product line, get an entirely new Mac OSout the door, and begin expanding into retail.\nThis is a very different Apple than the one that most people remember, an invisible era where Jobs was furiously throwing ideas at the wall to see what would stick. (A server! Acube-shaped Power Mac!) This Apple was not afraid of failure. It wasn’t afraid of looking foolish. It was, in fact, completely embracing the fact that it would need to keep trying and be willing to fail in order to find where it might succeed.\nOne of those wild ideas ended up saving the company.\nApple had been struggling for years. Then the iPod came along to start a string of successes that made the company what it is today.\nTen years before Steve Jobs died, he and his team were putting the finishing touches on the new product they’d be introducing a couple of weeks later. It was another weird idea that was still worth trying–a digital music player so compact that you could carry a thousand songs with you in your pocket.\nThe iMac G3’s sales success might have given Apple a lifeline, but it was the iPod (which has its 20th birthday later this month) that introduced Apple’s brand to countless people who had never,wouldnever consider buying a Mac. And combined with the expanding Apple retail empire–another idea that might have ended in disaster, but didn’t–the iPod turned people on to Apple as a brand, making them consider the Mac as well–and Apple’s fortunes grew.\nFrom there, of course, Apple was on the path to build the iPhone and the iPad, constructing the core trio of products that drive the company even today.\nThe 10 years after\nDuring Apple’sfinal financial quarter with Jobs as CEO, Apple delivered its best financial quarter ever. The company generated a record $28.6 billion in revenue and a record $7.31 billion in profit. It sold $13.3 billion worth of iPhones, $6 billion worth of iPads, and $5.1 billion worth of Macs.\nTen years after Jobs left Apple,the resultswere a bit better. Revenue was $81.4 billion, 2.8 times more than the decade-ago quarter. Profit was $21.7 billion, nearly three times the decade-ago total. Apple sold $39.5 billion worth of iPhones (up nearly 3 times), $7.3 billion worth of iPads (up 22 percent), and $8.2 billion worth of Macs (up 61 percent).\nUnder Tim Cook’s stewardship, Apple has tripled what it makes in an average quarter. It has grown two major new sources of revenue in wearable products (such as Apple Watch and AirPods) and services. Does Tim Cook deserve credit for this? Given how so many experts were convinced that Apple would be utterly adrift without Steve Jobs at the helm, I certainly think so.\nApple has experienced tremendous success since Steve Jobs’ death. Tim Cook deserves all the credit, just as Jobs is viewed as the one who set it all up.\nJust as Apple’s modern corporate culture really owes itself to what Jobs established when he returned to the company in the 1990s, Cook himself was chosen by Jobs as his successor. I think it’s fair to say that Jobs probably saw the trajectory Apple was on and trusted Cook to navigate the company through that growth while also continuing to focus on developing new products and iterating on existing ones.\nSo while Cook deserves credit for steering Apple through these waters, Jobs is rightfully viewed as the person who set it all up. The enormous success of Apple in the decade since Jobs died only adds to his legacy.\nBut lest we forget, nothing is forever. Apple TV+, a service that Jobs probably wouldn’t have conceived of himself, recently premiered a series based on Isaac Asimov’s “Foundation” book series. “Foundation” is, fundamentally, about one man’s vision of the future–and how one man’s vision is no match for the sweep of history.\nTime does roll forward, and our perceptions of events continue to shift. Events witnessed in person become old stories retold, subject to the limits of our memories and the imperfection of second-hand storytelling. My daughter was born just after the iPod was announced, but before it shipped. She’s about to turn 20. Where does the time go?\n“Those of us who are lucky enough to grow old and rickety (in a way that, cruelly, Steven Paul Jobs was never allowed to) will say that we saw that man stand upon a stage with a giant Apple logo behind him and introduce a new iconic, world-changing product,”I wrote when Jobs died. “In a hundred years, perhaps he will have been reduced to a caricature.” Maybe so. But we should all be so lucky.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608336659,"gmtCreate":1638621037507,"gmtModify":1638621037597,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608336659","repostId":"1174181873","repostType":4,"repost":{"id":"1174181873","kind":"news","pubTimestamp":1638578178,"share":"https://www.laohu8.com/m/news/1174181873?lang=zh_CN&edition=full","pubTime":"2021-12-04 08:36","market":"us","language":"en","title":"US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国IPO周：数字银行和云基础设施引领IPO周4</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174181873","media":"renaissancecap...","summary":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billi","content":"<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖，预计将有四起IPO筹集37亿美元。</blockquote></p><p> Buffett-backed&nbsp;<b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>Nu控股</b>(NU)计划以411亿美元的市值筹集25亿美元。这家巴西纯在线银行成立于2013年，名为Nubank，旨在推出具有移动优先客户体验的免费信用卡产品，但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速，目前拥有近5000万客户群，尽管随着客户群的增长，每个客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform&nbsp;<b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&amp;M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP)计划以140亿美元的市值筹集11亿美元。这家风险投资支持的公司提供了一套解决方案，可标准化和自动化大规模云基础设施的配置、保护、连接和运行。尽管HashiCorp表现出快速增长和粘性客户群，但由于S&amp;M支出，HashiCorp非常无利可图。</blockquote></p><p> Cannabis finance REIT&nbsp;<b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI)计划以2.96亿美元的市值筹集1.06亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资由商业房地产担保的第一抵押贷款和另类结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company&nbsp;<b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀·戈尔德</b>(AUST)计划以6400万美元的市值筹集1500万美元。这家加拿大黄金勘探公司目前拥有位于内华达州的四处地产的权益，目前只有一处地产被认为是重要的。迄今为止，奥斯汀黄金尚未产生任何营业收入。</blockquote></p><p></p>","source":"lsy1619493174116","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国IPO周：数字银行和云基础设施引领IPO周4</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国IPO周：数字银行和云基础设施引领IPO周4</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-04 08:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖，预计将有四起IPO筹集37亿美元。</blockquote></p><p> Buffett-backed&nbsp;<b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>Nu控股</b>(NU)计划以411亿美元的市值筹集25亿美元。这家巴西纯在线银行成立于2013年，名为Nubank，旨在推出具有移动优先客户体验的免费信用卡产品，但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速，目前拥有近5000万客户群，尽管随着客户群的增长，每个客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform&nbsp;<b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&amp;M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP)计划以140亿美元的市值筹集11亿美元。这家风险投资支持的公司提供了一套解决方案，可标准化和自动化大规模云基础设施的配置、保护、连接和运行。尽管HashiCorp表现出快速增长和粘性客户群，但由于S&amp;M支出，HashiCorp非常无利可图。</blockquote></p><p> Cannabis finance REIT&nbsp;<b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI)计划以2.96亿美元的市值筹集1.06亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资由商业房地产担保的第一抵押贷款和另类结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company&nbsp;<b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀·戈尔德</b>(AUST)计划以6400万美元的市值筹集1500万美元。这家加拿大黄金勘探公司目前拥有位于内华达州的四处地产的权益，目前只有一处地产被认为是重要的。迄今为止，奥斯汀黄金尚未产生任何营业收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee\">renaissancecap...</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":{"HCP":"HashiCorp, Inc.","NU":"Nu Holdings Ltd.","REFI":"Chicago Atlantic Real Estate Finance, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174181873","content_text":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.\nBuffett-backed Nu Holdings(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.\nCloud infrastructure platform HashiCorp(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&M spend.\nCannabis finance REIT Chicago Atlantic Real Estate Finance(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.\nCanadian gold exploration company Austin Gold(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.","news_type":1,"symbols_score_info":{"NU":0.9,"HCP":0.9,"REFI":0.9}},"isVote":1,"tweetType":1,"viewCount":3507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870718746,"gmtCreate":1636646828274,"gmtModify":1636646941422,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870718746","repostId":"1180864390","repostType":4,"repost":{"id":"1180864390","kind":"news","pubTimestamp":1636643340,"share":"https://www.laohu8.com/m/news/1180864390?lang=zh_CN&edition=full","pubTime":"2021-11-11 23:09","market":"us","language":"en","title":"Nova Cannabis Q3 Revenue Improves 30% QoQ, Continues On Track Of 200 Stores In 2023<blockquote>Nova Cannabis第三季度收入环比增长30%，2023年门店数量继续保持在200家</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180864390","media":"Benzinga","summary":"Nova Cannabis Inc.reported its unaudited condensed interim consolidated financial statements Wednesd","content":"<p><div> Nova Cannabis Inc.reported its unaudited condensed interim consolidated financial statements Wednesday for the three and nine months ended Sept. 30. Darren Karasiuk, Nova CEO said the company has been...</p><p><blockquote><div>Nova Cannabis Inc.周三公布了截至9月30日的三个月和九个月的未经审计的简明中期合并财务报表。Nova首席执行官达伦·卡拉修克(Darren Karasiuk)表示，该公司一直……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cannabis/21/11/24039660/nova-cannabis-q3-revenue-improves-30-qoq-continues-on-track-of-200-stores-in-2023\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cannabis/21/11/24039660/nova-cannabis-q3-revenue-improves-30-qoq-continues-on-track-of-200-stores-in-2023\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nova Cannabis Q3 Revenue Improves 30% QoQ, Continues On Track Of 200 Stores In 2023<blockquote>Nova Cannabis第三季度收入环比增长30%，2023年门店数量继续保持在200家</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\">\nNova Cannabis Q3 Revenue Improves 30% QoQ, Continues On Track Of 200 Stores In 2023<blockquote>Nova Cannabis第三季度收入环比增长30%，2023年门店数量继续保持在200家</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-11 23:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Nova Cannabis Inc.reported its unaudited condensed interim consolidated financial statements Wednesday for the three and nine months ended Sept. 30. Darren Karasiuk, Nova CEO said the company has been...</p><p><blockquote><div>Nova Cannabis Inc.周三公布了截至9月30日的三个月和九个月的未经审计的简明中期合并财务报表。Nova首席执行官达伦·卡拉修克(Darren Karasiuk)表示，该公司一直……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cannabis/21/11/24039660/nova-cannabis-q3-revenue-improves-30-qoq-continues-on-track-of-200-stores-in-2023\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cannabis/21/11/24039660/nova-cannabis-q3-revenue-improves-30-qoq-continues-on-track-of-200-stores-in-2023\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/markets/cannabis/21/11/24039660/nova-cannabis-q3-revenue-improves-30-qoq-continues-on-track-of-200-stores-in-2023\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/markets/cannabis/21/11/24039660/nova-cannabis-q3-revenue-improves-30-qoq-continues-on-track-of-200-stores-in-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180864390","content_text":"Nova Cannabis Inc.reported its unaudited condensed interim consolidated financial statements Wednesday for the three and nine months ended Sept. 30.\nDarren Karasiuk, Nova CEO said the company has been \"aggressively expanding\" its footprint over the past period, \"adding stores at an average pace of one per week and now have 71 stores opened across Alberta and Ontario.\"\n\"The rate of our sales growth shows that our Value Buds format is resonating with consumers and capturing market share, and our operating performance in the third quarter demonstrates the Company's progress toward its scaled financial model,\" Karasiuk added.\nQ3 2021 Financial Highlights\n\nSales totaled $38.7 million,representing a 141.9% increase from the same quarter of last year and a 30.2% increase sequentially.\nGross profit of $6.5 million, or 16.9% of sales, a 21.8% increase year-over-year and a 26.0% increase from the prior period.\nGenerated positive operating profit and cash flowacross the portfolio of operating stores before pre-opening and other non-operating lease expenses and head office expenses.\n\nQ3 2021 Operating Highlights\n\nOpened eleven new Value Buds stores, including six Ontario-based retail locations and five shops in Alberta – roughly one per week since the release of the company's second-quarter earnings report.\nThe company, based in Edmonton, Alberta, currently operates 71 storesand a pipeline of organic opportunities under development or active negotiation, the majority of which are in Ontario.\n\nNova Cannabis also said that it continues on track toward its objective of 200 stores in 2023.\nIn addition, all but three Alberta stores with the Nova banner remain and the company expects them to be converted to Value Buds by the year-end.\nMoreover, the company revealed thatValue Buds stores are generating $3 million in annual run-rate saleson average across the portfolio.","news_type":1,"symbols_score_info":{"NOVC":0.9}},"isVote":1,"tweetType":1,"viewCount":2110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829039575,"gmtCreate":1633441711792,"gmtModify":1633441712077,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829039575","repostId":"1179920153","repostType":2,"isVote":1,"tweetType":1,"viewCount":2580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":136674589,"gmtCreate":1622017429041,"gmtModify":1631891162796,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"themes":[],"htmlText":"There it goes!","listText":"There it goes!","text":"There it goes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/136674589","repostId":"1196969197","repostType":4,"repost":{"id":"1196969197","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":1622017222,"share":"https://www.laohu8.com/m/news/1196969197?lang=zh_CN&edition=full","pubTime":"2021-05-26 16:20","market":"us","language":"en","title":"GameStop shares rose nearly 3% in pre-market trading<blockquote>游戏驿站股价在盘前交易中上涨近3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196969197","media":"Tiger Newspress","summary":"GameStop shares rose nearly 3% in pre-market trading.GameStop Corp. has quietly confirmed it is buil","content":"<p>GameStop&nbsp;shares rose&nbsp;nearly 3% in pre-market&nbsp;trading.</p><p><blockquote>游戏驿站股价在盘前交易中上涨近3%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/7b99f094a5b8aac31d8175c031b3130d\" tg-width=\"1287\" tg-height=\"627\" referrerpolicy=\"no-referrer\"><b>GameStop Corp.</b>&nbsp;has quietly confirmed it is building a new non-fungible token (NFT) platform based on the&nbsp;<b>Ethereum</b>(ETH) blockchain platform.</p><p><blockquote><b>游戏驿站公司。</b>已悄悄确认正在构建一个新的不可替代代币(NFT)平台<b>以太币</b>（ETH）区块链平台。</blockquote></p><p>The video game retailer has launched anew web portal&nbsp;for the NFT platform and invited engineers, designers, gamers, marketers and community leaders to join a team it is building.</p><p><blockquote>这家视频游戏零售商为NFT平台推出了一个新的门户网站，并邀请工程师、设计师、游戏玩家、营销人员和社区领袖加入它正在建立的团队。</blockquote></p><p>The website includes the message, “Power to the Players. Power to the creators. Power to the collectors.”</p><p><blockquote>该网站包括这样的信息：“权力给玩家。权力给创造者。权力给收藏家。”</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>GameStop shares rose nearly 3% in pre-market trading<blockquote>游戏驿站股价在盘前交易中上涨近3%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop shares rose nearly 3% in pre-market trading<blockquote>游戏驿站股价在盘前交易中上涨近3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-05-26 16:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>GameStop&nbsp;shares rose&nbsp;nearly 3% in pre-market&nbsp;trading.</p><p><blockquote>游戏驿站股价在盘前交易中上涨近3%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/7b99f094a5b8aac31d8175c031b3130d\" tg-width=\"1287\" tg-height=\"627\" referrerpolicy=\"no-referrer\"><b>GameStop Corp.</b>&nbsp;has quietly confirmed it is building a new non-fungible token (NFT) platform based on the&nbsp;<b>Ethereum</b>(ETH) blockchain platform.</p><p><blockquote><b>游戏驿站公司。</b>已悄悄确认正在构建一个新的不可替代代币(NFT)平台<b>以太币</b>（ETH）区块链平台。</blockquote></p><p>The video game retailer has launched anew web portal&nbsp;for the NFT platform and invited engineers, designers, gamers, marketers and community leaders to join a team it is building.</p><p><blockquote>这家视频游戏零售商为NFT平台推出了一个新的门户网站，并邀请工程师、设计师、游戏玩家、营销人员和社区领袖加入它正在建立的团队。</blockquote></p><p>The website includes the message, “Power to the Players. Power to the creators. Power to the collectors.”</p><p><blockquote>该网站包括这样的信息：“权力给玩家。权力给创造者。权力给收藏家。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196969197","content_text":"GameStop shares rose nearly 3% in pre-market trading.GameStop Corp. has quietly confirmed it is building a new non-fungible token (NFT) platform based on the Ethereum(ETH) blockchain platform.The video game retailer has launched anew web portal for the NFT platform and invited engineers, designers, gamers, marketers and community leaders to join a team it is building.The website includes the message, “Power to the Players. Power to the creators. Power to the collectors.”","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575141057639271","authorId":"3575141057639271","name":"Daveb","avatar":"https://static.tigerbbs.com/61df162e1597f1b5a6a6bfb13d7d92f5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3575141057639271","idStr":"3575141057639271"},"content":"I think it will drop a few more times yet. Be prepared. After each drop it will rise higher. 💎💎💎✊🏿","text":"I think it will drop a few more times yet. Be prepared. After each drop it will rise higher. 💎💎💎✊🏿","html":"I think it will drop a few more times yet. Be prepared. After each drop it will rise higher. 💎💎💎✊🏿"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351842942,"gmtCreate":1616589238586,"gmtModify":1631893467095,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/351842942","repostId":"1184997321","repostType":4,"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":858881228,"gmtCreate":1635035969767,"gmtModify":1635035969987,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858881228","repostId":"1174514229","repostType":2,"repost":{"id":"1174514229","kind":"news","pubTimestamp":1635035471,"share":"https://www.laohu8.com/m/news/1174514229?lang=zh_CN&edition=full","pubTime":"2021-10-24 08:31","market":"us","language":"en","title":"US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周：12周IPO中的半导体、储能、设计师服装等</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174514229","media":"Renaissance Capital","summary":"The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.","content":"<p>The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.</p><p><blockquote>IPO市场继续保持繁忙，未来一周将有12起IPO计划筹集68亿美元。</blockquote></p><p> Semiconductor foundry&nbsp;<b>GlobalFoundries</b>(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.</p><p><blockquote>半导体代工<b>GlobalFoundries</b>(GFS)计划以246亿美元的市值筹集24亿美元。总部位于美国的GlobalFoundries得到阿布扎比穆巴达拉的支持，是全球领先的特种半导体代工厂之一。由于增长不稳定，该公司表示，它是唯一一家业务遍及全球但总部不在中国的规模化纯代工厂。</blockquote></p><p> Enterprise cloud data management platform&nbsp;<b>Informatica</b>(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.</p><p><blockquote>企业云数据管理平台<b>计算机科学</b>(INFA)计划以87亿美元的市值筹集8.85亿美元。该公司通过许可证和订阅在其人工智能平台上向5,700多家客户提供数据集成服务。尽管IPO后的杠杆率很高，但Informatica是全球数据管理市场公认的领导者，并在2021年上半年实现了强劲的订阅ARR增长。</blockquote></p><p> Energy storage provider&nbsp;<b>Fluence Energy</b>(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.</p><p><blockquote>储能提供商<b>注量能</b>(FLNC)计划以38亿美元的市值筹集6.98亿美元。该公司由西门子和AES组成，向公用事业公司、独立电力生产商、项目开发商以及商业和工业客户销售储能产品和服务。快速增长但无利可图，截至2011年6月30日，Fluence Energy部署了942 MW的存储产品。</blockquote></p><p> Revenue cycle management platform&nbsp;<b>Ensemble Health Partners</b>(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.</p><p><blockquote>收益周期管理平台<b>合奏健康合作伙伴</b>(ENSB)计划以36亿美元的市值筹集6.05亿美元。该平台为医疗保健行业提供收入周期管理解决方案。随着2021年上半年的加速增长，Ensemble Health管理的年度客户净患者收入超过200亿美元。</blockquote></p><p> Hiring solutions provider&nbsp;<b>HireRight Holdings</b>(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.</p><p><blockquote>招聘解决方案提供商<b>雇佣权控股公司</b>(HRT)计划以18亿美元的市值筹集5亿美元。该公司为40,000多名客户提供背景调查、验证、识别、监控以及药物和健康筛查服务。尽管现金流转为负值，但HireRight在2021年上半年的息税前利润仍实现盈利。</blockquote></p><p> Online education marketplace&nbsp;<b>Udemy</b>(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.</p><p><blockquote>在线教育市场<b>Udemy</b>(UDMY)计划以43亿美元的市值筹集4.06亿美元。该教育平台为180多个国家的4400万多名客户提供75种语言的183,000多门课程。Udemy不断增长但尚未盈利，自成立以来已注册用户超过7300万。</blockquote></p><p> Chinese drug in-licensor&nbsp;<b>LianBio</b>(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.</p><p><blockquote>中国药品许可人<b>联比奥</b>(LIAN)计划以18亿美元的市值筹集3.25亿美元。这家生物制药公司专注于中国和其他亚洲市场，开发和商业化多种适应症的药物。联生物的产品线目前包括五个不同治疗领域的九种候选产品。</blockquote></p><p> <b>Rent the Runway</b>(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.</p><p><blockquote><b>租用跑道</b>(RENT)计划以14亿美元的市值筹集2.93亿美元。这家服装租赁公司最初专注于活动服装的点菜租赁，但已逐渐过渡到主要从每月订阅箱中创收。尽管该公司在过去两个季度的活跃订户和收入有所反弹，但IPO后仍未盈利且存在杠杆作用。</blockquote></p><p> Aesthetic medical device maker&nbsp;<b>Candela Medical</b>(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.</p><p><blockquote>美容医疗器械制造商<b>坎德拉医疗</b>(CDLA)计划以17亿美元的市值筹集2.5亿美元。该公司直接在18个国家销售产品，间接在66个国家销售产品，开发用于选择性美容手术的医疗设备。尽管受到疫情的严重打击，坎德拉医疗仍实现了强劲增长，并在2021年上半年扭亏为盈。</blockquote></p><p> Fire pit brand&nbsp;<b>Solo Brands</b>(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.</p><p><blockquote>火坑品牌<b>索罗品牌</b>(DTC)计划以15亿美元的市值筹集2亿美元。Solo Brands通过其DTC平台销售火坑、野营炉和其他户外装备。这家户外电子商务发展迅速，利润丰厚，拥有超过230万客户。</blockquote></p><p> Body contouring provider&nbsp;<b>AirSculpt Technologies</b>(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.</p><p><blockquote>塑身师<b>空气雕刻技术</b>(AIRS)计划以8.86亿美元的市值筹集1.6亿美元。该公司通过美国13个州的16个中心提供微创塑身手术。AirSculpt Technologies实现盈利并稳健增长，并且由于COVID-19影响的减轻，同中心案例数量有所增加。</blockquote></p><p> Technology firm&nbsp;<b>Arteris</b>(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.</p><p><blockquote>科技公司<b>动脉</b>(AIP)计划以5.55亿美元的市值筹集7500万美元。这家技术公司开发并许可互连知识产权，管理片上系统半导体器件中的片上通信。Arteris尚未盈利，但在2021年上半年增长加速。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99c3b0173e59f4e69ff484c12bd137e7\" tg-width=\"1270\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/64e34b3c49a856e99ba64a2d57410844\" tg-width=\"1272\" tg-height=\"582\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.</p><p><blockquote>预计将有6家公司接受街头调查，多达12家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&amp;P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至10/22/21，文艺复兴IPO指数今年迄今上涨了8.2%，而标普500上涨了21.1%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Uber Technologies（UBER）和Moderna（MRNA）。Renaissance International IPO指数今年迄今下跌15.8%，而ACWX指数上涨9.1%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有最多的ETF包括美团-W大众点评和软银。</blockquote></p><p></p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周：12周IPO中的半导体、储能、设计师服装等</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周：12周IPO中的半导体、储能、设计师服装等</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-10-24 08:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.</p><p><blockquote>IPO市场继续保持繁忙，未来一周将有12起IPO计划筹集68亿美元。</blockquote></p><p> Semiconductor foundry&nbsp;<b>GlobalFoundries</b>(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.</p><p><blockquote>半导体代工<b>GlobalFoundries</b>(GFS)计划以246亿美元的市值筹集24亿美元。总部位于美国的GlobalFoundries得到阿布扎比穆巴达拉的支持，是全球领先的特种半导体代工厂之一。由于增长不稳定，该公司表示，它是唯一一家业务遍及全球但总部不在中国的规模化纯代工厂。</blockquote></p><p> Enterprise cloud data management platform&nbsp;<b>Informatica</b>(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.</p><p><blockquote>企业云数据管理平台<b>计算机科学</b>(INFA)计划以87亿美元的市值筹集8.85亿美元。该公司通过许可证和订阅在其人工智能平台上向5,700多家客户提供数据集成服务。尽管IPO后的杠杆率很高，但Informatica是全球数据管理市场公认的领导者，并在2021年上半年实现了强劲的订阅ARR增长。</blockquote></p><p> Energy storage provider&nbsp;<b>Fluence Energy</b>(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.</p><p><blockquote>储能提供商<b>注量能</b>(FLNC)计划以38亿美元的市值筹集6.98亿美元。该公司由西门子和AES组成，向公用事业公司、独立电力生产商、项目开发商以及商业和工业客户销售储能产品和服务。快速增长但无利可图，截至2011年6月30日，Fluence Energy部署了942 MW的存储产品。</blockquote></p><p> Revenue cycle management platform&nbsp;<b>Ensemble Health Partners</b>(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.</p><p><blockquote>收益周期管理平台<b>合奏健康合作伙伴</b>(ENSB)计划以36亿美元的市值筹集6.05亿美元。该平台为医疗保健行业提供收入周期管理解决方案。随着2021年上半年的加速增长，Ensemble Health管理的年度客户净患者收入超过200亿美元。</blockquote></p><p> Hiring solutions provider&nbsp;<b>HireRight Holdings</b>(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.</p><p><blockquote>招聘解决方案提供商<b>雇佣权控股公司</b>(HRT)计划以18亿美元的市值筹集5亿美元。该公司为40,000多名客户提供背景调查、验证、识别、监控以及药物和健康筛查服务。尽管现金流转为负值，但HireRight在2021年上半年的息税前利润仍实现盈利。</blockquote></p><p> Online education marketplace&nbsp;<b>Udemy</b>(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.</p><p><blockquote>在线教育市场<b>Udemy</b>(UDMY)计划以43亿美元的市值筹集4.06亿美元。该教育平台为180多个国家的4400万多名客户提供75种语言的183,000多门课程。Udemy不断增长但尚未盈利，自成立以来已注册用户超过7300万。</blockquote></p><p> Chinese drug in-licensor&nbsp;<b>LianBio</b>(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.</p><p><blockquote>中国药品许可人<b>联比奥</b>(LIAN)计划以18亿美元的市值筹集3.25亿美元。这家生物制药公司专注于中国和其他亚洲市场，开发和商业化多种适应症的药物。联生物的产品线目前包括五个不同治疗领域的九种候选产品。</blockquote></p><p> <b>Rent the Runway</b>(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.</p><p><blockquote><b>租用跑道</b>(RENT)计划以14亿美元的市值筹集2.93亿美元。这家服装租赁公司最初专注于活动服装的点菜租赁，但已逐渐过渡到主要从每月订阅箱中创收。尽管该公司在过去两个季度的活跃订户和收入有所反弹，但IPO后仍未盈利且存在杠杆作用。</blockquote></p><p> Aesthetic medical device maker&nbsp;<b>Candela Medical</b>(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.</p><p><blockquote>美容医疗器械制造商<b>坎德拉医疗</b>(CDLA)计划以17亿美元的市值筹集2.5亿美元。该公司直接在18个国家销售产品，间接在66个国家销售产品，开发用于选择性美容手术的医疗设备。尽管受到疫情的严重打击，坎德拉医疗仍实现了强劲增长，并在2021年上半年扭亏为盈。</blockquote></p><p> Fire pit brand&nbsp;<b>Solo Brands</b>(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.</p><p><blockquote>火坑品牌<b>索罗品牌</b>(DTC)计划以15亿美元的市值筹集2亿美元。Solo Brands通过其DTC平台销售火坑、野营炉和其他户外装备。这家户外电子商务发展迅速，利润丰厚，拥有超过230万客户。</blockquote></p><p> Body contouring provider&nbsp;<b>AirSculpt Technologies</b>(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.</p><p><blockquote>塑身师<b>空气雕刻技术</b>(AIRS)计划以8.86亿美元的市值筹集1.6亿美元。该公司通过美国13个州的16个中心提供微创塑身手术。AirSculpt Technologies实现盈利并稳健增长，并且由于COVID-19影响的减轻，同中心案例数量有所增加。</blockquote></p><p> Technology firm&nbsp;<b>Arteris</b>(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.</p><p><blockquote>科技公司<b>动脉</b>(AIP)计划以5.55亿美元的市值筹集7500万美元。这家技术公司开发并许可互连知识产权，管理片上系统半导体器件中的片上通信。Arteris尚未盈利，但在2021年上半年增长加速。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99c3b0173e59f4e69ff484c12bd137e7\" tg-width=\"1270\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/64e34b3c49a856e99ba64a2d57410844\" tg-width=\"1272\" tg-height=\"582\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.</p><p><blockquote>预计将有6家公司接受街头调查，多达12家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&amp;P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至10/22/21，文艺复兴IPO指数今年迄今上涨了8.2%，而标普500上涨了21.1%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Uber Technologies（UBER）和Moderna（MRNA）。Renaissance International IPO指数今年迄今下跌15.8%，而ACWX指数上涨9.1%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有最多的ETF包括美团-W大众点评和软银。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i\">Renaissance Capital</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UDMY":"Udemy, Inc.","AIRS":"Airsculpt Technologies","FLNC":"Fluence Energy, Inc.",".SPX":"S&P 500 Index","AIP":"Arteris, Inc.","RENT":"Rent the Runway, Inc.","INFA":"Informatica Inc.",".DJI":"道琼斯","HRT":"HireRight Holdings Corp.","GFS":"GLOBALFOUNDRIES Inc.",".IXIC":"NASDAQ Composite"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174514229","content_text":"The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.\nSemiconductor foundry GlobalFoundries(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.\nEnterprise cloud data management platform Informatica(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.\nEnergy storage provider Fluence Energy(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.\nRevenue cycle management platform Ensemble Health Partners(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.\nHiring solutions provider HireRight Holdings(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.\nOnline education marketplace Udemy(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.\nChinese drug in-licensor LianBio(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.\nRent the Runway(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.\nAesthetic medical device maker Candela Medical(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.\nFire pit brand Solo Brands(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.\nBody contouring provider AirSculpt Technologies(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.\nTechnology firm Arteris(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"CDLA":0.9,"ENSB":0.9,"UDMY":0.9,"AIRS":0.9,".SPX":0.9,"GFS":0.9,"LIAN":0.9,"RENT":0.9,"FLNC":0.9,"DTC":0.9,"INFA":0.9,"AIP":0.9,"HRT":0.9}},"isVote":1,"tweetType":1,"viewCount":2631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":132579820,"gmtCreate":1622103318960,"gmtModify":1631891162792,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"themes":[],"htmlText":"🚀","listText":"🚀","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/132579820","repostId":"1156279615","repostType":4,"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150600483,"gmtCreate":1624894500642,"gmtModify":1631891162786,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150600483","repostId":"2146835880","repostType":4,"isVote":1,"tweetType":1,"viewCount":2368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":870718848,"gmtCreate":1636646769630,"gmtModify":1636646939620,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870718848","repostId":"1168974431","repostType":4,"repost":{"id":"1168974431","kind":"news","pubTimestamp":1636643731,"share":"https://www.laohu8.com/m/news/1168974431?lang=zh_CN&edition=full","pubTime":"2021-11-11 23:15","market":"us","language":"en","title":"Opendoor, Offerpad Shake Off Zillow Collapse With Share Surges<blockquote>Opendoor和Offerpad通过股价飙升摆脱了Zillow的崩溃</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168974431","media":"Bloomberg","summary":"(Bloomberg) -- Shares in tech-powered home-flippers climbed after the companies, known as iBuyers, p","content":"<p>(Bloomberg) -- Shares in tech-powered home-flippers climbed after the companies, known as iBuyers, posted quarterly results that gave investors confidence in the growth prospects for the industry after Zillow Group Inc.’s high-profile exit.</p><p><blockquote>（彭博社）——在Zillow Group Inc.高调退出后，科技驱动的房屋翻转公司的股价攀升，此前这些公司公布了季度业绩，让投资者对该行业的增长前景充满信心。</blockquote></p><p> Opendoor Technologies Inc. shares&nbsp;once jumped as much as much as 25% to $24.40 in after the company posted a narrower loss than analysts estimated and revenue that topped expectations. The stock had slipped 14% this year, closing Wednesday at $19.52.</p><p><blockquote>Opendoor Technologies Inc.公布亏损窄于分析师预期且营收超出预期后，该公司股价一度上涨25%至24.40美元。该股今年已下跌14%，周三收于19.52美元。</blockquote></p><p> San Francisco-based Opendoor pioneered a tech-powered home flipping business known as iBuying, competing with Zillow, Offerpad Solutions Inc. and others. Zillow’s decision to exit that business in the face of mounting losses has raised questions about whether it’s too risky to buy and sell thousands of homes a month.</p><p><blockquote>总部位于旧金山的Opendoor开创了一项名为iBuying的技术驱动的房屋翻转业务，与Zillow、Offerpad Solutions Inc.等公司竞争。面对不断增加的亏损，Zillow决定退出该业务，这引发了人们的疑问：每月买卖数千套房屋是否风险太大。</blockquote></p><p> Opendoor purchased 15,181 homes in the third quarter, a 79% increase from the previous three months, according to a statement.</p><p><blockquote>一份声明称，Opendoor第三季度购买了15,181套房屋，比前三个月增长了79%。</blockquote></p><p> “Consumers expect a digital-first experience, and Opendoor has invested in giving it to them,” Chief Executive Officer Eric Wu said in an interview. “There’s excess demand for our product. We’re proud of the fact that we are growing so quickly and doing it in a very disciplined and measured way.”</p><p><blockquote>首席执行官Eric Wu在接受采访时表示：“消费者期望获得数字优先的体验，而Opendoor已投资为他们提供这种体验。”“对我们产品的需求过剩。我们为我们增长如此之快并且以非常有纪律和有分寸的方式增长而感到自豪。”</blockquote></p><p> Offerpad also saw shares rise after reporting third quarter earnings. The company bought more than 2,700 homes and reported a net loss of $15 million on $540 million in quarterly revenue. Shares&nbsp;once rose as much 9.8% to $7.95 on Thursday.</p><p><blockquote>Offerpad在公布第三季度收益后股价也上涨。该公司购买了2,700多套房屋，季度收入为5.4亿美元，净亏损1500万美元。周四股价一度上涨9.8%至7.95美元。</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opendoor, Offerpad Shake Off Zillow Collapse With Share Surges<blockquote>Opendoor和Offerpad通过股价飙升摆脱了Zillow的崩溃</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\">\nOpendoor, Offerpad Shake Off Zillow Collapse With Share Surges<blockquote>Opendoor和Offerpad通过股价飙升摆脱了Zillow的崩溃</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-11-11 23:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- Shares in tech-powered home-flippers climbed after the companies, known as iBuyers, posted quarterly results that gave investors confidence in the growth prospects for the industry after Zillow Group Inc.’s high-profile exit.</p><p><blockquote>（彭博社）——在Zillow Group Inc.高调退出后，科技驱动的房屋翻转公司的股价攀升，此前这些公司公布了季度业绩，让投资者对该行业的增长前景充满信心。</blockquote></p><p> Opendoor Technologies Inc. shares&nbsp;once jumped as much as much as 25% to $24.40 in after the company posted a narrower loss than analysts estimated and revenue that topped expectations. The stock had slipped 14% this year, closing Wednesday at $19.52.</p><p><blockquote>Opendoor Technologies Inc.公布亏损窄于分析师预期且营收超出预期后，该公司股价一度上涨25%至24.40美元。该股今年已下跌14%，周三收于19.52美元。</blockquote></p><p> San Francisco-based Opendoor pioneered a tech-powered home flipping business known as iBuying, competing with Zillow, Offerpad Solutions Inc. and others. Zillow’s decision to exit that business in the face of mounting losses has raised questions about whether it’s too risky to buy and sell thousands of homes a month.</p><p><blockquote>总部位于旧金山的Opendoor开创了一项名为iBuying的技术驱动的房屋翻转业务，与Zillow、Offerpad Solutions Inc.等公司竞争。面对不断增加的亏损，Zillow决定退出该业务，这引发了人们的疑问：每月买卖数千套房屋是否风险太大。</blockquote></p><p> Opendoor purchased 15,181 homes in the third quarter, a 79% increase from the previous three months, according to a statement.</p><p><blockquote>一份声明称，Opendoor第三季度购买了15,181套房屋，比前三个月增长了79%。</blockquote></p><p> “Consumers expect a digital-first experience, and Opendoor has invested in giving it to them,” Chief Executive Officer Eric Wu said in an interview. “There’s excess demand for our product. We’re proud of the fact that we are growing so quickly and doing it in a very disciplined and measured way.”</p><p><blockquote>首席执行官Eric Wu在接受采访时表示：“消费者期望获得数字优先的体验，而Opendoor已投资为他们提供这种体验。”“对我们产品的需求过剩。我们为我们增长如此之快并且以非常有纪律和有分寸的方式增长而感到自豪。”</blockquote></p><p> Offerpad also saw shares rise after reporting third quarter earnings. The company bought more than 2,700 homes and reported a net loss of $15 million on $540 million in quarterly revenue. Shares&nbsp;once rose as much 9.8% to $7.95 on Thursday.</p><p><blockquote>Offerpad在公布第三季度收益后股价也上涨。该公司购买了2,700多套房屋，季度收入为5.4亿美元，净亏损1500万美元。周四股价一度上涨9.8%至7.95美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/opendoor-offerpad-shake-off-zillow-144353622.html\">Bloomberg</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","Z":"Zillow","OPAD":"Offerpad Solutions"},"source_url":"https://finance.yahoo.com/news/opendoor-offerpad-shake-off-zillow-144353622.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168974431","content_text":"(Bloomberg) -- Shares in tech-powered home-flippers climbed after the companies, known as iBuyers, posted quarterly results that gave investors confidence in the growth prospects for the industry after Zillow Group Inc.’s high-profile exit.\nOpendoor Technologies Inc. shares once jumped as much as much as 25% to $24.40 in after the company posted a narrower loss than analysts estimated and revenue that topped expectations. The stock had slipped 14% this year, closing Wednesday at $19.52.\nSan Francisco-based Opendoor pioneered a tech-powered home flipping business known as iBuying, competing with Zillow, Offerpad Solutions Inc. and others. Zillow’s decision to exit that business in the face of mounting losses has raised questions about whether it’s too risky to buy and sell thousands of homes a month.\nOpendoor purchased 15,181 homes in the third quarter, a 79% increase from the previous three months, according to a statement.\n“Consumers expect a digital-first experience, and Opendoor has invested in giving it to them,” Chief Executive Officer Eric Wu said in an interview. “There’s excess demand for our product. We’re proud of the fact that we are growing so quickly and doing it in a very disciplined and measured way.”\nOfferpad also saw shares rise after reporting third quarter earnings. The company bought more than 2,700 homes and reported a net loss of $15 million on $540 million in quarterly revenue. Shares once rose as much 9.8% to $7.95 on Thursday.","news_type":1,"symbols_score_info":{"OPEN":0.9,"OPAD":0.9,"Z":0.9}},"isVote":1,"tweetType":1,"viewCount":2301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":111001607,"gmtCreate":1622642730009,"gmtModify":1631891162791,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/111001607","repostId":"1139790754","repostType":4,"repost":{"id":"1139790754","kind":"news","pubTimestamp":1622642200,"share":"https://www.laohu8.com/m/news/1139790754?lang=zh_CN&edition=full","pubTime":"2021-06-02 21:56","market":"us","language":"en","title":"Amazon: The Cash Will Come<blockquote>亚马逊：现金会来的</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139790754","media":"seekingalpha","summary":"Summary\n\nAlthough Amazon benefited from COVID-induced shutdowns, the best is yet to come for free ca","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Although Amazon benefited from COVID-induced shutdowns, the best is yet to come for free cash flow.</li>  <li>Lagging free cash flow growth in 2020 and 2021 is due to investment to support growth, going after massive opportunities.</li>  <li>After lagging the market, the company is trading at an attractive valuation.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a085447e5042d959bca14408fd50b9d\" tg-width=\"768\" tg-height=\"512\"><span>Photo by Bet_Noire/iStock via Getty Images</span></p><p><blockquote><ul><li>尽管亚马逊受益于新冠疫情引发的停工，但自由现金流的最佳状态尚未到来。</li><li>2020年和2021年自由现金流增长滞后是由于支持增长的投资，追求大量机会。</li><li>在落后于市场之后，该公司的估值颇具吸引力。</li></ul><p class=\"t-img-caption\"><span>摄影：Bet_Noire/iStock，来自Getty Images</span></p></blockquote></p><p> Short-sighted investors are selling Amazon (AMZN), which has been a massive beneficiary of the COVID shutdowns, to fund dubious reopening plays like General Electric (GE) and Nucor (NUE). As a result, Amazon has lagged the market year-to-date and is now trading at an attractive valuation.</p><p><blockquote>短视的投资者正在出售亚马逊（AMZN），该公司一直是新冠疫情停工的巨大受益者，以资助通用电气（GE）和纽柯钢铁（NUE）等可疑的重新开业公司。因此，亚马逊今年迄今一直落后于市场，目前的估值颇具吸引力。</blockquote></p><p> Although Amazon's revenue and EPS has benefited tremendously from COVID, free cash flow has not. After the current spending cycle winds down, Amazon seems poised to experience an explosion of free cash flow by 2022 and 2023. After all, it is the cash that the company gets to keep for investors that makes the company powerful and investors rich.</p><p><blockquote>尽管亚马逊的收入和每股收益从新冠疫情中受益匪浅，但自由现金流却没有。在当前的支出周期结束后，亚马逊似乎准备在2022年和2023年经历自由现金流的爆炸式增长。毕竟，正是公司为投资者保留的现金让公司变得强大，投资者变得富有。</blockquote></p><p> <b>COVID Beneficiary</b></p><p><blockquote><b>COVID受益人</b></blockquote></p><p> Amazon has been a massive beneficiary of COVID. The company generated $386 billion of revenue in 2020, up 37.6% y/y. This Amazon's fastest growth rate since 2011, even including the inorganic contribution to growth in 2017 and 2018 when it&nbsp;acquired&nbsp;Whole Foods. Amazingly, the last time the company grew faster was in 2011 when the company generated \"only\" $48 billion in revenue. Who said elephants can't dance?</p><p><blockquote>亚马逊一直是新冠疫情的巨大受益者。该公司2020年收入为3860亿美元，同比增长37.6%。这是亚马逊自2011年以来最快的增速，甚至包括2017年和2018年收购全食超市时对增长的无机贡献。令人惊讶的是，该公司上一次增长更快是在2011年，当时该公司“仅”创造了480亿美元的收入。谁说大象不会跳舞？</blockquote></p><p> In 2020, Amazon's e-commerce businesses experienced accelerated revenue growth:</p><p><blockquote>2020年，亚马逊电商业务收入加速增长：</blockquote></p><p> <ul>  <li>3rd Party Seller Services increased 49.6% to $80.4 billion.</li>  <li>Online stores increased 39.7% to $197 billion.</li> </ul> In 2020, the company's other businesses continued to decelerate, though likely at a lower deceleration than without COVID:</p><p><blockquote><ul><li>第三方卖家服务增长49.6%，达到804亿美元。</li><li>在线商店增长39.7%，达到1970亿美元。</li></ul>2020年，该公司的其他业务继续减速，尽管减速可能低于没有新冠疫情的情况：</blockquote></p><p> <ul>  <li>Subscription Services grew 31.2% y/y $25.2 billion, a 4.4% point y/y deceleration vs. a 10.1% point deceleration the prior year.</li>  <li>AWS grew 29.5% to $45.4 billion, a 7% point y/y deceleration vs. a 10.5% point deceleration the prior year.</li> </ul> Physical stores, not surprisingly, is the only business that got hurt by COVID, declining 5.6% to $16.2 billion. A 5.6% decline isn't even that bad, and this business is a drop in the bucket given Amazon's total revenue of $489 billion in 2020.</p><p><blockquote><ul><li>订阅服务同比增长31.2%，达到252亿美元，同比下降4.4%，而上年下降10.1%。</li><li>AWS增长29.5%，达到454亿美元，同比下降7%，而上一年下降10.5%。</li></ul>毫不奇怪，实体店是唯一受到新冠疫情影响的业务，下降了5.6%，至162亿美元。5.6%的下降甚至没有那么糟糕，考虑到亚马逊2020年4890亿美元的总收入，这项业务只是杯水车薪。</blockquote></p><p> The COVID benefits largely extended into 2021 as consensus estimates put 2021 revenue growth at a robust 26.9% on top of tough comps.</p><p><blockquote>新冠疫情带来的好处很大程度上延续到了2021年，因为市场普遍预测2021年收入增长将达到26.9%，高于严峻的业绩。</blockquote></p><p> The company saw an even bigger increase in accounting profits. Operating income expanded to 5.9% in 2020, a 70 bps y/y expansion. It is important to note that excluding one-time $11.5 billion COVID-related expenses in 2020, Amazon's operating margin would have been 8.9% rather than the reported 5.9%.</p><p><blockquote>该公司的会计利润增幅更大。2020年营业收入增长至5.9%，同比增长70个基点。值得注意的是，排除2020年一次性115亿美元的新冠相关费用，亚马逊的营业利润率将为8.9%，而不是报道的5.9%。</blockquote></p><p> GAAP EPS grew an incredible 81.8% y/y to $41.83 per share.</p><p><blockquote>GAAP每股收益同比增长81.8%，达到每股41.83美元，令人难以置信。</blockquote></p><p> <b>Where Is My Money?</b></p><p><blockquote><b>我的钱呢？</b></blockquote></p><p> Although revenue grow 37.6% y/y and EPS grew 81.8% y/y in 2020, free cash flow growth lagged materially, growing only 20.1% y/y. 2021 is expected to be worse, with free cash flow expected to grow only 16.9%, just half the growth rate of its expected EPS growth that year.</p><p><blockquote>尽管2020年收入同比增长37.6%，每股收益同比增长81.8%，但自由现金流增长大幅滞后，仅同比增长20.1%。预计2021年的情况会更糟，自由现金流预计仅增长16.9%，仅为当年EPS预期增速的一半。</blockquote></p><p> This because capital expenditure (\"Capex\") increased an incredible 176% y/y in 2020 to over $35 billion. This the largest y/y growth since at least 2007. In terms of absolute numbers, 2020 deployed an incremental $22 billion- an absolutely mind-boggling amount. Capex is expected to remain elevated in 2021, growing another 16% y/y to $41 billion.</p><p><blockquote>这是因为资本支出（“资本支出”）在2020年同比增长了令人难以置信的176%，达到超过350亿美元。这是至少自2007年以来最大的同比增长。就绝对数字而言，2020年部署了220亿美元的增量——这绝对是一个令人难以置信的数字。预计2021年资本支出将保持高位，同比再增长16%，达到410亿美元。</blockquote></p><p> On top of all this spending, the company, on May 26, Amazon&nbsp;announced&nbsp;the acquisition of MGM Studios for $8.45 billion. I can see conservative, old-school investors' heads about to explode- but relax.</p><p><blockquote>除了所有这些支出之外，该公司还于5月26日宣布以84.5亿美元收购米高梅影业。我可以看到保守、老派的投资者的头即将爆炸——但请放松。</blockquote></p><p> <b>The Spending and Free Cash Flow Cycle</b></p><p><blockquote><b>支出和自由现金流周期</b></blockquote></p><p> In my 2017 article,<i>Amazon Bears Will Get Crushed</i>, I addressed the same investor concern that Amazon is spending too much money, although the spending is at a much, much greater scale today.</p><p><blockquote>在我2017年的文章中，<i>亚马逊空头将被压垮</i>，我解决了投资者同样的担忧，即亚马逊花了太多钱，尽管今天的支出规模要大得多。</blockquote></p><p> Back in 2017, investors were worried about Amazon's ramped up investments. In a nutshell, my argument was that investors should differentiate between investments going after large opportunities and a bloated cost structure. Generally speaking, unexpected expenses are bad, and - assuming that you trust management's ability - unexpected investments are good. If Warren Buffett said, \"I thought I was going to deploy $20 billion, but an opportunity came up where I can deploy $60 billion\", investors would be ecstatic. That opportunity, for Amazon, was the COVID-induced surge in demand.</p><p><blockquote>早在2017年，投资者就对亚马逊加大投资感到担忧。简而言之，我的观点是，投资者应该区分追求巨大机会的投资和臃肿的成本结构。一般来说，意外开支是不好的，而——假设你信任管理层的能力——意外投资是好的。如果沃伦·巴菲特说，“我以为我要部署200亿美元，但一个机会出现了，我可以部署600亿美元”，投资者会欣喜若狂。对于亚马逊来说，这个机会就是新冠疫情引发的需求激增。</blockquote></p><p> Relax, a surge in spending tends to be followed by years of moderate spending growth. After my 2017 article was published, 2018 and 2019 saw Capex growth of only 12-13% per year, while free cash flow grew 132% y/y in 2018 and 33% in 2019.</p><p><blockquote>放松一下，支出激增之后往往会出现多年的适度支出增长。我2017年的文章发表后，2018年和2019年的资本支出每年仅增长12-13%，而自由现金流2018年同比增长132%，2019年同比增长33%。</blockquote></p><p></p><p> We can see the same cycle in the 2010 - 2015 period. In 2010, Capex surged 163% y/y, then another 85% in 2011, and another 109% in 2012. Looking back, these were puny numbers in the low-single-digit of billions per year of Capex, which of course played a key role in supporting Amazon's future growth. However, in the subsequent three years, 2013 through 2015, Capex grew only 21%-<i>cumulatively</i>.</p><p><blockquote>我们可以在2010-2015年期间看到同样的周期。2010年，资本支出同比飙升163%，2011年又飙升85%，2012年又飙升109%。回顾过去，在每年数十亿美元的低个位数资本支出中，这些数字微不足道，这当然在支持亚马逊未来的增长方面发挥了关键作用。然而，在随后的三年（2013年至2015年）中，资本支出仅增长了21%——<i>累计</i>.</blockquote></p><p> By 2015, free cash flow exploded 276% to $7.3 billion, higher than the highest the company has ever generated until then by a factor of two to three.</p><p><blockquote>到2015年，自由现金流猛增276%，达到73亿美元，比该公司此前产生的最高水平高出两到三倍。</blockquote></p><p> Wall Street is expecting the same cycle to play out this time around. In 2022, free cash flow is expected to grow 58% y/y as Capex growth moderates to +3%. In 2023, free cash flow is expected to grow another 44% to a record $82.6 billion as Capex growth is expected to remain low at +2% y/y.</p><p><blockquote>华尔街预计这次也会出现同样的周期。2022年，随着资本支出增长放缓至+3%，自由现金流预计将同比增长58%。2023年，自由现金流预计将再增长44%，达到创纪录的826亿美元，因为资本支出增长预计将保持在+2%的低位。</blockquote></p><p> <b>The Market Opportunity</b></p><p><blockquote><b>市场机遇</b></blockquote></p><p> Some investors may take a little more convincing to get comfortable with those huge projected free cash flow numbers. $83 billion of free cash flow by 2023 is almost three times its 2020's free cash flow of $31 billion- already its highest ever. And an incremental $22 billion of Capex deployed in 2020 is a massive number.</p><p><blockquote>一些投资者可能需要更多的说服力才能适应这些巨大的预计自由现金流数字。到2023年，自由现金流将达到830亿美元，几乎是2020年自由现金流310亿美元的三倍，这已经是有史以来的最高水平。2020年部署的资本支出增量为220亿美元，这是一个巨大的数字。</blockquote></p><p> The market opportunity, however, is much more massive.</p><p><blockquote>然而，市场机会要大得多。</blockquote></p><p> Amazon's&nbsp;share&nbsp;of US e-commerce is approximately 50%. That is high, but the US retail market is sized at over $5 trillion, and Amazon has around a 9% share of the entire retail market, and only 3.3% of consumer spending. The company is poised to gain share as it adds greater convenience, more competitive prices and greater selection.</p><p><blockquote>亚马逊在美国电商的份额约为50%。这个数字很高，但美国零售市场规模超过5万亿美元，亚马逊约占整个零售市场的9%，仅占消费者支出的3.3%。该公司有望获得份额，因为它增加了更大的便利性、更具竞争力的价格和更多的选择。</blockquote></p><p> Amazon is aggressively going after the much larger global retail market, which is&nbsp;sized&nbsp;at approximately $25 trillion. Amazon's expected 2021 revenue of $490 billion is less than 2% of the global opportunity.</p><p><blockquote>亚马逊正在积极进军规模大得多的全球零售市场，该市场规模约为25万亿美元。亚马逊预计2021年收入4900亿美元，不到全球机会的2%。</blockquote></p><p> A large portion of Amazon's increase in Capex went to expanding the infrastructure necessary to meet the surge in e-commerce demand. For example, in 2020, Amazon grew its fulfillment square footage by 50% y/y.</p><p><blockquote>亚马逊资本支出增长的很大一部分用于扩大满足电子商务需求激增所需的基础设施。例如，2020年，亚马逊的履行面积同比增长了50%。</blockquote></p><p> Another areas of spending is to support AWS, which is Capex intensive but highly profitable. At just 12% of 2020's revenue, AWS accounted for over 50% of the company's operating income.</p><p><blockquote>另一个支出领域是支持AWS，这是资本支出密集型但利润很高。AWS仅占2020年收入的12%，却占公司营业收入的50%以上。</blockquote></p><p> The global cloud computing market is&nbsp;expected&nbsp;to grow from $371.4 billion in 2020 to $832.1 billion by 2025, at a CAGR of 17.5%. Amazon's AWS generated $59 billion of revenue in 2020 and is expected to grow 31% in 2021 and 25% in 2023. This means AWS has less than 20% market share and is expected to take market share going forward.</p><p><blockquote>全球云计算市场预计将从2020年的3714亿美元增长到2025年的8321亿美元，CAGR为17.5%。亚马逊的AWS在2020年创造了590亿美元的收入，预计2021年和2023年将分别增长31%和25%。这意味着AWS的市场份额不到20%，预计未来将占据市场份额。</blockquote></p><p> If Amazon has an opportunity to deploy more capital to support this highly profitable and rapidly growing business, thatis all great news to me.</p><p><blockquote>如果亚马逊有机会部署更多资本来支持这项高利润且快速增长的业务，这对我来说都是个好消息。</blockquote></p><p> Management does not tell us exactly how the Capex is allocated and what the returns could look like. I don't think it is possible as an outsider to estimate the expected return of the incremental investments in retail (e-commerce, physical stores, subscription, etc.) vs. business services (AWS, advertising, etc.), because it would require that we analyze the company as separate businesses.</p><p><blockquote>管理层没有告诉我们资本支出的确切分配方式以及回报可能是什么样子。我认为作为一个局外人不可能估计零售（电商、实体店、订阅等）增量投资的预期回报。）vs.商业服务（AWS、广告等。），因为这需要我们将公司作为独立的业务进行分析。</blockquote></p><p> Amazon is one giant flywheel that cannot be separated into partsany more than you can separate a turtle from its shell. For example, without the traffic generated by its retail business, advertising would not be possible. This obvious. Less obvious is that fact that AWS began as an e-commerce tool, way before it became the public cloud company giant it is today. And although seemingly different on the surface, both Amazon.com and AWS are at its core IT infrastructure platforms at scale. In addition, Amazon's other major initiatives, such as Alexa and streaming, are joined at the hip with e-commerce by Prime membership.</p><p><blockquote>亚马逊是一个巨大的飞轮，它不能分成几个部分，就像你不能把一只乌龟和它的壳分开一样。例如，如果没有零售业务产生的流量，广告就不可能投放。这很明显。不太明显的是，AWS最初是一个电子商务工具，远在它成为今天的公共云公司巨头之前。尽管表面上看起来不同，但亚马逊和AWS都是其核心IT基础设施平台。此外，亚马逊的其他重大举措，如Alexa和流媒体，也通过Prime会员与电子商务紧密相连。</blockquote></p><p> But we do know one thing: the opportunity for continued growth is massive.</p><p><blockquote>但我们确实知道一件事：持续增长的机会是巨大的。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> Like most growth stocks, Amazon lagged the market so far this year, and valuation is looking attractive.</p><p><blockquote>与大多数成长型股票一样，亚马逊今年迄今为止落后于市场，估值看起来很有吸引力。</blockquote></p><p> Currently, Amazon is trading at 52 times forward EPS, down from 112 times in July 2020. The stock is trading at a 140% premium to the S&amp;P 500, the lowest in 5 years.</p><p><blockquote>目前，亚马逊的预期每股收益为52倍，低于2020年7月的112倍。该股的交易价格较标普500溢价140%，为5年来最低。</blockquote></p><p> On free cash flow yield, Amazon is yielding 2.6% forward free cash flow, which is towards the low end of its 5-year range. If we believe in the Capex and free cash flow cycle, the stock looks attractively valued.</p><p><blockquote>就自由现金流收益率而言，亚马逊的远期自由现金流收益率为2.6%，接近其5年期范围的低端。如果我们相信资本支出和自由现金流周期，那么该股的估值看起来很有吸引力。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Although Amazon benefited from COVID-induced shutdowns, the best is yet to come for free cash flow. After lagging the market, the company is trading at an attractive valuation given the large growth opportunities ahead of it, and the potential explosion in free cash flow in 2022 and 2023.</p><p><blockquote>尽管亚马逊受益于新冠疫情引发的停工，但自由现金流的最佳状态尚未到来。在落后于市场之后，考虑到未来巨大的增长机会以及2022年和2023年自由现金流的潜在爆炸式增长，该公司的估值具有吸引力。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon: The Cash Will Come<blockquote>亚马逊：现金会来的</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon: The Cash Will Come<blockquote>亚马逊：现金会来的</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-02 21:56</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>Although Amazon benefited from COVID-induced shutdowns, the best is yet to come for free cash flow.</li>  <li>Lagging free cash flow growth in 2020 and 2021 is due to investment to support growth, going after massive opportunities.</li>  <li>After lagging the market, the company is trading at an attractive valuation.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a085447e5042d959bca14408fd50b9d\" tg-width=\"768\" tg-height=\"512\"><span>Photo by Bet_Noire/iStock via Getty Images</span></p><p><blockquote><ul><li>尽管亚马逊受益于新冠疫情引发的停工，但自由现金流的最佳状态尚未到来。</li><li>2020年和2021年自由现金流增长滞后是由于支持增长的投资，追求大量机会。</li><li>在落后于市场之后，该公司的估值颇具吸引力。</li></ul><p class=\"t-img-caption\"><span>摄影：Bet_Noire/iStock，来自Getty Images</span></p></blockquote></p><p> Short-sighted investors are selling Amazon (AMZN), which has been a massive beneficiary of the COVID shutdowns, to fund dubious reopening plays like General Electric (GE) and Nucor (NUE). As a result, Amazon has lagged the market year-to-date and is now trading at an attractive valuation.</p><p><blockquote>短视的投资者正在出售亚马逊（AMZN），该公司一直是新冠疫情停工的巨大受益者，以资助通用电气（GE）和纽柯钢铁（NUE）等可疑的重新开业公司。因此，亚马逊今年迄今一直落后于市场，目前的估值颇具吸引力。</blockquote></p><p> Although Amazon's revenue and EPS has benefited tremendously from COVID, free cash flow has not. After the current spending cycle winds down, Amazon seems poised to experience an explosion of free cash flow by 2022 and 2023. After all, it is the cash that the company gets to keep for investors that makes the company powerful and investors rich.</p><p><blockquote>尽管亚马逊的收入和每股收益从新冠疫情中受益匪浅，但自由现金流却没有。在当前的支出周期结束后，亚马逊似乎准备在2022年和2023年经历自由现金流的爆炸式增长。毕竟，正是公司为投资者保留的现金让公司变得强大，投资者变得富有。</blockquote></p><p> <b>COVID Beneficiary</b></p><p><blockquote><b>COVID受益人</b></blockquote></p><p> Amazon has been a massive beneficiary of COVID. The company generated $386 billion of revenue in 2020, up 37.6% y/y. This Amazon's fastest growth rate since 2011, even including the inorganic contribution to growth in 2017 and 2018 when it&nbsp;acquired&nbsp;Whole Foods. Amazingly, the last time the company grew faster was in 2011 when the company generated \"only\" $48 billion in revenue. Who said elephants can't dance?</p><p><blockquote>亚马逊一直是新冠疫情的巨大受益者。该公司2020年收入为3860亿美元，同比增长37.6%。这是亚马逊自2011年以来最快的增速，甚至包括2017年和2018年收购全食超市时对增长的无机贡献。令人惊讶的是，该公司上一次增长更快是在2011年，当时该公司“仅”创造了480亿美元的收入。谁说大象不会跳舞？</blockquote></p><p> In 2020, Amazon's e-commerce businesses experienced accelerated revenue growth:</p><p><blockquote>2020年，亚马逊电商业务收入加速增长：</blockquote></p><p> <ul>  <li>3rd Party Seller Services increased 49.6% to $80.4 billion.</li>  <li>Online stores increased 39.7% to $197 billion.</li> </ul> In 2020, the company's other businesses continued to decelerate, though likely at a lower deceleration than without COVID:</p><p><blockquote><ul><li>第三方卖家服务增长49.6%，达到804亿美元。</li><li>在线商店增长39.7%，达到1970亿美元。</li></ul>2020年，该公司的其他业务继续减速，尽管减速可能低于没有新冠疫情的情况：</blockquote></p><p> <ul>  <li>Subscription Services grew 31.2% y/y $25.2 billion, a 4.4% point y/y deceleration vs. a 10.1% point deceleration the prior year.</li>  <li>AWS grew 29.5% to $45.4 billion, a 7% point y/y deceleration vs. a 10.5% point deceleration the prior year.</li> </ul> Physical stores, not surprisingly, is the only business that got hurt by COVID, declining 5.6% to $16.2 billion. A 5.6% decline isn't even that bad, and this business is a drop in the bucket given Amazon's total revenue of $489 billion in 2020.</p><p><blockquote><ul><li>订阅服务同比增长31.2%，达到252亿美元，同比下降4.4%，而上年下降10.1%。</li><li>AWS增长29.5%，达到454亿美元，同比下降7%，而上一年下降10.5%。</li></ul>毫不奇怪，实体店是唯一受到新冠疫情影响的业务，下降了5.6%，至162亿美元。5.6%的下降甚至没有那么糟糕，考虑到亚马逊2020年4890亿美元的总收入，这项业务只是杯水车薪。</blockquote></p><p> The COVID benefits largely extended into 2021 as consensus estimates put 2021 revenue growth at a robust 26.9% on top of tough comps.</p><p><blockquote>新冠疫情带来的好处很大程度上延续到了2021年，因为市场普遍预测2021年收入增长将达到26.9%，高于严峻的业绩。</blockquote></p><p> The company saw an even bigger increase in accounting profits. Operating income expanded to 5.9% in 2020, a 70 bps y/y expansion. It is important to note that excluding one-time $11.5 billion COVID-related expenses in 2020, Amazon's operating margin would have been 8.9% rather than the reported 5.9%.</p><p><blockquote>该公司的会计利润增幅更大。2020年营业收入增长至5.9%，同比增长70个基点。值得注意的是，排除2020年一次性115亿美元的新冠相关费用，亚马逊的营业利润率将为8.9%，而不是报道的5.9%。</blockquote></p><p> GAAP EPS grew an incredible 81.8% y/y to $41.83 per share.</p><p><blockquote>GAAP每股收益同比增长81.8%，达到每股41.83美元，令人难以置信。</blockquote></p><p> <b>Where Is My Money?</b></p><p><blockquote><b>我的钱呢？</b></blockquote></p><p> Although revenue grow 37.6% y/y and EPS grew 81.8% y/y in 2020, free cash flow growth lagged materially, growing only 20.1% y/y. 2021 is expected to be worse, with free cash flow expected to grow only 16.9%, just half the growth rate of its expected EPS growth that year.</p><p><blockquote>尽管2020年收入同比增长37.6%，每股收益同比增长81.8%，但自由现金流增长大幅滞后，仅同比增长20.1%。预计2021年的情况会更糟，自由现金流预计仅增长16.9%，仅为当年EPS预期增速的一半。</blockquote></p><p> This because capital expenditure (\"Capex\") increased an incredible 176% y/y in 2020 to over $35 billion. This the largest y/y growth since at least 2007. In terms of absolute numbers, 2020 deployed an incremental $22 billion- an absolutely mind-boggling amount. Capex is expected to remain elevated in 2021, growing another 16% y/y to $41 billion.</p><p><blockquote>这是因为资本支出（“资本支出”）在2020年同比增长了令人难以置信的176%，达到超过350亿美元。这是至少自2007年以来最大的同比增长。就绝对数字而言，2020年部署了220亿美元的增量——这绝对是一个令人难以置信的数字。预计2021年资本支出将保持高位，同比再增长16%，达到410亿美元。</blockquote></p><p> On top of all this spending, the company, on May 26, Amazon&nbsp;announced&nbsp;the acquisition of MGM Studios for $8.45 billion. I can see conservative, old-school investors' heads about to explode- but relax.</p><p><blockquote>除了所有这些支出之外，该公司还于5月26日宣布以84.5亿美元收购米高梅影业。我可以看到保守、老派的投资者的头即将爆炸——但请放松。</blockquote></p><p> <b>The Spending and Free Cash Flow Cycle</b></p><p><blockquote><b>支出和自由现金流周期</b></blockquote></p><p> In my 2017 article,<i>Amazon Bears Will Get Crushed</i>, I addressed the same investor concern that Amazon is spending too much money, although the spending is at a much, much greater scale today.</p><p><blockquote>在我2017年的文章中，<i>亚马逊空头将被压垮</i>，我解决了投资者同样的担忧，即亚马逊花了太多钱，尽管今天的支出规模要大得多。</blockquote></p><p> Back in 2017, investors were worried about Amazon's ramped up investments. In a nutshell, my argument was that investors should differentiate between investments going after large opportunities and a bloated cost structure. Generally speaking, unexpected expenses are bad, and - assuming that you trust management's ability - unexpected investments are good. If Warren Buffett said, \"I thought I was going to deploy $20 billion, but an opportunity came up where I can deploy $60 billion\", investors would be ecstatic. That opportunity, for Amazon, was the COVID-induced surge in demand.</p><p><blockquote>早在2017年，投资者就对亚马逊加大投资感到担忧。简而言之，我的观点是，投资者应该区分追求巨大机会的投资和臃肿的成本结构。一般来说，意外开支是不好的，而——假设你信任管理层的能力——意外投资是好的。如果沃伦·巴菲特说，“我以为我要部署200亿美元，但一个机会出现了，我可以部署600亿美元”，投资者会欣喜若狂。对于亚马逊来说，这个机会就是新冠疫情引发的需求激增。</blockquote></p><p> Relax, a surge in spending tends to be followed by years of moderate spending growth. After my 2017 article was published, 2018 and 2019 saw Capex growth of only 12-13% per year, while free cash flow grew 132% y/y in 2018 and 33% in 2019.</p><p><blockquote>放松一下，支出激增之后往往会出现多年的适度支出增长。我2017年的文章发表后，2018年和2019年的资本支出每年仅增长12-13%，而自由现金流2018年同比增长132%，2019年同比增长33%。</blockquote></p><p></p><p> We can see the same cycle in the 2010 - 2015 period. In 2010, Capex surged 163% y/y, then another 85% in 2011, and another 109% in 2012. Looking back, these were puny numbers in the low-single-digit of billions per year of Capex, which of course played a key role in supporting Amazon's future growth. However, in the subsequent three years, 2013 through 2015, Capex grew only 21%-<i>cumulatively</i>.</p><p><blockquote>我们可以在2010-2015年期间看到同样的周期。2010年，资本支出同比飙升163%，2011年又飙升85%，2012年又飙升109%。回顾过去，在每年数十亿美元的低个位数资本支出中，这些数字微不足道，这当然在支持亚马逊未来的增长方面发挥了关键作用。然而，在随后的三年（2013年至2015年）中，资本支出仅增长了21%——<i>累计</i>.</blockquote></p><p> By 2015, free cash flow exploded 276% to $7.3 billion, higher than the highest the company has ever generated until then by a factor of two to three.</p><p><blockquote>到2015年，自由现金流猛增276%，达到73亿美元，比该公司此前产生的最高水平高出两到三倍。</blockquote></p><p> Wall Street is expecting the same cycle to play out this time around. In 2022, free cash flow is expected to grow 58% y/y as Capex growth moderates to +3%. In 2023, free cash flow is expected to grow another 44% to a record $82.6 billion as Capex growth is expected to remain low at +2% y/y.</p><p><blockquote>华尔街预计这次也会出现同样的周期。2022年，随着资本支出增长放缓至+3%，自由现金流预计将同比增长58%。2023年，自由现金流预计将再增长44%，达到创纪录的826亿美元，因为资本支出增长预计将保持在+2%的低位。</blockquote></p><p> <b>The Market Opportunity</b></p><p><blockquote><b>市场机遇</b></blockquote></p><p> Some investors may take a little more convincing to get comfortable with those huge projected free cash flow numbers. $83 billion of free cash flow by 2023 is almost three times its 2020's free cash flow of $31 billion- already its highest ever. And an incremental $22 billion of Capex deployed in 2020 is a massive number.</p><p><blockquote>一些投资者可能需要更多的说服力才能适应这些巨大的预计自由现金流数字。到2023年，自由现金流将达到830亿美元，几乎是2020年自由现金流310亿美元的三倍，这已经是有史以来的最高水平。2020年部署的资本支出增量为220亿美元，这是一个巨大的数字。</blockquote></p><p> The market opportunity, however, is much more massive.</p><p><blockquote>然而，市场机会要大得多。</blockquote></p><p> Amazon's&nbsp;share&nbsp;of US e-commerce is approximately 50%. That is high, but the US retail market is sized at over $5 trillion, and Amazon has around a 9% share of the entire retail market, and only 3.3% of consumer spending. The company is poised to gain share as it adds greater convenience, more competitive prices and greater selection.</p><p><blockquote>亚马逊在美国电商的份额约为50%。这个数字很高，但美国零售市场规模超过5万亿美元，亚马逊约占整个零售市场的9%，仅占消费者支出的3.3%。该公司有望获得份额，因为它增加了更大的便利性、更具竞争力的价格和更多的选择。</blockquote></p><p> Amazon is aggressively going after the much larger global retail market, which is&nbsp;sized&nbsp;at approximately $25 trillion. Amazon's expected 2021 revenue of $490 billion is less than 2% of the global opportunity.</p><p><blockquote>亚马逊正在积极进军规模大得多的全球零售市场，该市场规模约为25万亿美元。亚马逊预计2021年收入4900亿美元，不到全球机会的2%。</blockquote></p><p> A large portion of Amazon's increase in Capex went to expanding the infrastructure necessary to meet the surge in e-commerce demand. For example, in 2020, Amazon grew its fulfillment square footage by 50% y/y.</p><p><blockquote>亚马逊资本支出增长的很大一部分用于扩大满足电子商务需求激增所需的基础设施。例如，2020年，亚马逊的履行面积同比增长了50%。</blockquote></p><p> Another areas of spending is to support AWS, which is Capex intensive but highly profitable. At just 12% of 2020's revenue, AWS accounted for over 50% of the company's operating income.</p><p><blockquote>另一个支出领域是支持AWS，这是资本支出密集型但利润很高。AWS仅占2020年收入的12%，却占公司营业收入的50%以上。</blockquote></p><p> The global cloud computing market is&nbsp;expected&nbsp;to grow from $371.4 billion in 2020 to $832.1 billion by 2025, at a CAGR of 17.5%. Amazon's AWS generated $59 billion of revenue in 2020 and is expected to grow 31% in 2021 and 25% in 2023. This means AWS has less than 20% market share and is expected to take market share going forward.</p><p><blockquote>全球云计算市场预计将从2020年的3714亿美元增长到2025年的8321亿美元，CAGR为17.5%。亚马逊的AWS在2020年创造了590亿美元的收入，预计2021年和2023年将分别增长31%和25%。这意味着AWS的市场份额不到20%，预计未来将占据市场份额。</blockquote></p><p> If Amazon has an opportunity to deploy more capital to support this highly profitable and rapidly growing business, thatis all great news to me.</p><p><blockquote>如果亚马逊有机会部署更多资本来支持这项高利润且快速增长的业务，这对我来说都是个好消息。</blockquote></p><p> Management does not tell us exactly how the Capex is allocated and what the returns could look like. I don't think it is possible as an outsider to estimate the expected return of the incremental investments in retail (e-commerce, physical stores, subscription, etc.) vs. business services (AWS, advertising, etc.), because it would require that we analyze the company as separate businesses.</p><p><blockquote>管理层没有告诉我们资本支出的确切分配方式以及回报可能是什么样子。我认为作为一个局外人不可能估计零售（电商、实体店、订阅等）增量投资的预期回报。）vs.商业服务（AWS、广告等。），因为这需要我们将公司作为独立的业务进行分析。</blockquote></p><p> Amazon is one giant flywheel that cannot be separated into partsany more than you can separate a turtle from its shell. For example, without the traffic generated by its retail business, advertising would not be possible. This obvious. Less obvious is that fact that AWS began as an e-commerce tool, way before it became the public cloud company giant it is today. And although seemingly different on the surface, both Amazon.com and AWS are at its core IT infrastructure platforms at scale. In addition, Amazon's other major initiatives, such as Alexa and streaming, are joined at the hip with e-commerce by Prime membership.</p><p><blockquote>亚马逊是一个巨大的飞轮，它不能分成几个部分，就像你不能把一只乌龟和它的壳分开一样。例如，如果没有零售业务产生的流量，广告就不可能投放。这很明显。不太明显的是，AWS最初是一个电子商务工具，远在它成为今天的公共云公司巨头之前。尽管表面上看起来不同，但亚马逊和AWS都是其核心IT基础设施平台。此外，亚马逊的其他重大举措，如Alexa和流媒体，也通过Prime会员与电子商务紧密相连。</blockquote></p><p> But we do know one thing: the opportunity for continued growth is massive.</p><p><blockquote>但我们确实知道一件事：持续增长的机会是巨大的。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> Like most growth stocks, Amazon lagged the market so far this year, and valuation is looking attractive.</p><p><blockquote>与大多数成长型股票一样，亚马逊今年迄今为止落后于市场，估值看起来很有吸引力。</blockquote></p><p> Currently, Amazon is trading at 52 times forward EPS, down from 112 times in July 2020. The stock is trading at a 140% premium to the S&amp;P 500, the lowest in 5 years.</p><p><blockquote>目前，亚马逊的预期每股收益为52倍，低于2020年7月的112倍。该股的交易价格较标普500溢价140%，为5年来最低。</blockquote></p><p> On free cash flow yield, Amazon is yielding 2.6% forward free cash flow, which is towards the low end of its 5-year range. If we believe in the Capex and free cash flow cycle, the stock looks attractively valued.</p><p><blockquote>就自由现金流收益率而言，亚马逊的远期自由现金流收益率为2.6%，接近其5年期范围的低端。如果我们相信资本支出和自由现金流周期，那么该股的估值看起来很有吸引力。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Although Amazon benefited from COVID-induced shutdowns, the best is yet to come for free cash flow. After lagging the market, the company is trading at an attractive valuation given the large growth opportunities ahead of it, and the potential explosion in free cash flow in 2022 and 2023.</p><p><blockquote>尽管亚马逊受益于新冠疫情引发的停工，但自由现金流的最佳状态尚未到来。在落后于市场之后，考虑到未来巨大的增长机会以及2022年和2023年自由现金流的潜在爆炸式增长，该公司的估值具有吸引力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4432586-amazon-the-cash-will-come\">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":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4432586-amazon-the-cash-will-come","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139790754","content_text":"Summary\n\nAlthough Amazon benefited from COVID-induced shutdowns, the best is yet to come for free cash flow.\nLagging free cash flow growth in 2020 and 2021 is due to investment to support growth, going after massive opportunities.\nAfter lagging the market, the company is trading at an attractive valuation.\n\nPhoto by Bet_Noire/iStock via Getty Images\nShort-sighted investors are selling Amazon (AMZN), which has been a massive beneficiary of the COVID shutdowns, to fund dubious reopening plays like General Electric (GE) and Nucor (NUE). As a result, Amazon has lagged the market year-to-date and is now trading at an attractive valuation.\nAlthough Amazon's revenue and EPS has benefited tremendously from COVID, free cash flow has not. After the current spending cycle winds down, Amazon seems poised to experience an explosion of free cash flow by 2022 and 2023. After all, it is the cash that the company gets to keep for investors that makes the company powerful and investors rich.\nCOVID Beneficiary\nAmazon has been a massive beneficiary of COVID. The company generated $386 billion of revenue in 2020, up 37.6% y/y. This Amazon's fastest growth rate since 2011, even including the inorganic contribution to growth in 2017 and 2018 when it acquired Whole Foods. Amazingly, the last time the company grew faster was in 2011 when the company generated \"only\" $48 billion in revenue. Who said elephants can't dance?\nIn 2020, Amazon's e-commerce businesses experienced accelerated revenue growth:\n\n3rd Party Seller Services increased 49.6% to $80.4 billion.\nOnline stores increased 39.7% to $197 billion.\n\nIn 2020, the company's other businesses continued to decelerate, though likely at a lower deceleration than without COVID:\n\nSubscription Services grew 31.2% y/y $25.2 billion, a 4.4% point y/y deceleration vs. a 10.1% point deceleration the prior year.\nAWS grew 29.5% to $45.4 billion, a 7% point y/y deceleration vs. a 10.5% point deceleration the prior year.\n\nPhysical stores, not surprisingly, is the only business that got hurt by COVID, declining 5.6% to $16.2 billion. A 5.6% decline isn't even that bad, and this business is a drop in the bucket given Amazon's total revenue of $489 billion in 2020.\nThe COVID benefits largely extended into 2021 as consensus estimates put 2021 revenue growth at a robust 26.9% on top of tough comps.\nThe company saw an even bigger increase in accounting profits. Operating income expanded to 5.9% in 2020, a 70 bps y/y expansion. It is important to note that excluding one-time $11.5 billion COVID-related expenses in 2020, Amazon's operating margin would have been 8.9% rather than the reported 5.9%.\nGAAP EPS grew an incredible 81.8% y/y to $41.83 per share.\nWhere Is My Money?\nAlthough revenue grow 37.6% y/y and EPS grew 81.8% y/y in 2020, free cash flow growth lagged materially, growing only 20.1% y/y. 2021 is expected to be worse, with free cash flow expected to grow only 16.9%, just half the growth rate of its expected EPS growth that year.\nThis because capital expenditure (\"Capex\") increased an incredible 176% y/y in 2020 to over $35 billion. This the largest y/y growth since at least 2007. In terms of absolute numbers, 2020 deployed an incremental $22 billion- an absolutely mind-boggling amount. Capex is expected to remain elevated in 2021, growing another 16% y/y to $41 billion.\nOn top of all this spending, the company, on May 26, Amazon announced the acquisition of MGM Studios for $8.45 billion. I can see conservative, old-school investors' heads about to explode- but relax.\nThe Spending and Free Cash Flow Cycle\nIn my 2017 article,Amazon Bears Will Get Crushed, I addressed the same investor concern that Amazon is spending too much money, although the spending is at a much, much greater scale today.\nBack in 2017, investors were worried about Amazon's ramped up investments. In a nutshell, my argument was that investors should differentiate between investments going after large opportunities and a bloated cost structure. Generally speaking, unexpected expenses are bad, and - assuming that you trust management's ability - unexpected investments are good. If Warren Buffett said, \"I thought I was going to deploy $20 billion, but an opportunity came up where I can deploy $60 billion\", investors would be ecstatic. That opportunity, for Amazon, was the COVID-induced surge in demand.\nRelax, a surge in spending tends to be followed by years of moderate spending growth. After my 2017 article was published, 2018 and 2019 saw Capex growth of only 12-13% per year, while free cash flow grew 132% y/y in 2018 and 33% in 2019.\nWe can see the same cycle in the 2010 - 2015 period. In 2010, Capex surged 163% y/y, then another 85% in 2011, and another 109% in 2012. Looking back, these were puny numbers in the low-single-digit of billions per year of Capex, which of course played a key role in supporting Amazon's future growth. However, in the subsequent three years, 2013 through 2015, Capex grew only 21%-cumulatively.\nBy 2015, free cash flow exploded 276% to $7.3 billion, higher than the highest the company has ever generated until then by a factor of two to three.\nWall Street is expecting the same cycle to play out this time around. In 2022, free cash flow is expected to grow 58% y/y as Capex growth moderates to +3%. In 2023, free cash flow is expected to grow another 44% to a record $82.6 billion as Capex growth is expected to remain low at +2% y/y.\nThe Market Opportunity\nSome investors may take a little more convincing to get comfortable with those huge projected free cash flow numbers. $83 billion of free cash flow by 2023 is almost three times its 2020's free cash flow of $31 billion- already its highest ever. And an incremental $22 billion of Capex deployed in 2020 is a massive number.\nThe market opportunity, however, is much more massive.\nAmazon's share of US e-commerce is approximately 50%. That is high, but the US retail market is sized at over $5 trillion, and Amazon has around a 9% share of the entire retail market, and only 3.3% of consumer spending. The company is poised to gain share as it adds greater convenience, more competitive prices and greater selection.\nAmazon is aggressively going after the much larger global retail market, which is sized at approximately $25 trillion. Amazon's expected 2021 revenue of $490 billion is less than 2% of the global opportunity.\nA large portion of Amazon's increase in Capex went to expanding the infrastructure necessary to meet the surge in e-commerce demand. For example, in 2020, Amazon grew its fulfillment square footage by 50% y/y.\nAnother areas of spending is to support AWS, which is Capex intensive but highly profitable. At just 12% of 2020's revenue, AWS accounted for over 50% of the company's operating income.\nThe global cloud computing market is expected to grow from $371.4 billion in 2020 to $832.1 billion by 2025, at a CAGR of 17.5%. Amazon's AWS generated $59 billion of revenue in 2020 and is expected to grow 31% in 2021 and 25% in 2023. This means AWS has less than 20% market share and is expected to take market share going forward.\nIf Amazon has an opportunity to deploy more capital to support this highly profitable and rapidly growing business, thatis all great news to me.\nManagement does not tell us exactly how the Capex is allocated and what the returns could look like. I don't think it is possible as an outsider to estimate the expected return of the incremental investments in retail (e-commerce, physical stores, subscription, etc.) vs. business services (AWS, advertising, etc.), because it would require that we analyze the company as separate businesses.\nAmazon is one giant flywheel that cannot be separated into partsany more than you can separate a turtle from its shell. For example, without the traffic generated by its retail business, advertising would not be possible. This obvious. Less obvious is that fact that AWS began as an e-commerce tool, way before it became the public cloud company giant it is today. And although seemingly different on the surface, both Amazon.com and AWS are at its core IT infrastructure platforms at scale. In addition, Amazon's other major initiatives, such as Alexa and streaming, are joined at the hip with e-commerce by Prime membership.\nBut we do know one thing: the opportunity for continued growth is massive.\nValuation\nLike most growth stocks, Amazon lagged the market so far this year, and valuation is looking attractive.\nCurrently, Amazon is trading at 52 times forward EPS, down from 112 times in July 2020. The stock is trading at a 140% premium to the S&P 500, the lowest in 5 years.\nOn free cash flow yield, Amazon is yielding 2.6% forward free cash flow, which is towards the low end of its 5-year range. If we believe in the Capex and free cash flow cycle, the stock looks attractively valued.\nTakeaway\nAlthough Amazon benefited from COVID-induced shutdowns, the best is yet to come for free cash flow. After lagging the market, the company is trading at an attractive valuation given the large growth opportunities ahead of it, and the potential explosion in free cash flow in 2022 and 2023.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357302634,"gmtCreate":1617236317128,"gmtModify":1631891162813,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"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/357302634","repostId":"2124703892","repostType":4,"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138638363,"gmtCreate":1621932752952,"gmtModify":1631891162799,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"themes":[],"htmlText":"Buy both!","listText":"Buy both!","text":"Buy both!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/138638363","repostId":"1110970098","repostType":4,"repost":{"id":"1110970098","kind":"news","pubTimestamp":1621926395,"share":"https://www.laohu8.com/m/news/1110970098?lang=zh_CN&edition=full","pubTime":"2021-05-25 15:06","market":"us","language":"en","title":"Dump Nio And Buy Tesla, Says Cramer<blockquote>克莱默表示，抛售蔚来并购买特斯拉</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110970098","media":"benzinga","summary":"CNBC host Jim Cramer has advised investors to sell their shares in Chinese electric vehicle maker Nio Inc. and buy shares in Tesla Inc. instead.What Happened: On the CNBC “Mad Money\" lightning round,Cramer saidinvestors in Nio should be switching to Tesla, as it is the “single best time” to buy shares in the Elon Musk-led company.“Remember the piece that we did with Larry Williams... a couple weeks ago which said this is the single best time to buy Tesla, right here, right now? That’s what you’r","content":"<p><div> CNBC host Jim Cramer has advised investors to sell their shares in Chinese electric vehicle maker Nio Inc. and buy shares in Tesla Inc. instead.What Happened: On the CNBC “Mad Money\" lightning round,...</p><p><blockquote><div>CNBC主持人吉姆·克莱默建议投资者出售中国电动汽车制造商蔚来的股票，转而购买特斯拉公司的股票。发生了什么：在美国消费者新闻与商业频道的“疯狂金钱”闪电回合中，...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/05/21270596/dump-nio-and-buy-tesla-says-cramer\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/05/21270596/dump-nio-and-buy-tesla-says-cramer\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dump Nio And Buy Tesla, Says Cramer<blockquote>克莱默表示，抛售蔚来并购买特斯拉</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\">\nDump Nio And Buy Tesla, Says Cramer<blockquote>克莱默表示，抛售蔚来并购买特斯拉</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">benzinga</strong><span class=\"h-time small\">2021-05-25 15:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> CNBC host Jim Cramer has advised investors to sell their shares in Chinese electric vehicle maker Nio Inc. and buy shares in Tesla Inc. instead.What Happened: On the CNBC “Mad Money\" lightning round,...</p><p><blockquote><div>CNBC主持人吉姆·克莱默建议投资者出售中国电动汽车制造商蔚来的股票，转而购买特斯拉公司的股票。发生了什么：在美国消费者新闻与商业频道的“疯狂金钱”闪电回合中，...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/05/21270596/dump-nio-and-buy-tesla-says-cramer\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/05/21270596/dump-nio-and-buy-tesla-says-cramer\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/05/21270596/dump-nio-and-buy-tesla-says-cramer\">benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://www.benzinga.com/news/21/05/21270596/dump-nio-and-buy-tesla-says-cramer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110970098","content_text":"CNBC host Jim Cramer has advised investors to sell their shares in Chinese electric vehicle maker Nio Inc. and buy shares in Tesla Inc. instead.What Happened: On the CNBC “Mad Money\" lightning round,Cramer saidinvestors in Nio should be switching to Tesla, as it is the “single best time” to buy shares in the Elon Musk-led company.“Remember the piece that we did with Larry Williams... a couple weeks ago which said this is the single best time to buy Tesla, right here, right now? That’s what you’re going to do tomorrow,” Cramer said.In January, Cramer had called Nio the “hottest” Chinese stock, especially with the downfall of Alibaba Group Holdings Inc., and as investors looked for the next Tesla.Why It Matters:Tesla’s stock hit a 52-week high of $900.40 in late January, but is down 14% year-to-date.Of late, Tesla has been facing rough weather in China - its second largest market - due tosafety issuesandmilitary spy noise. Tesla has also halted plans to expand its Gigafactory in Shanghai due to the strained U.S.-China relations, it wasreportedearlier this month.Nio, which targets the premium EV segment, relies on service offerings such asbattery-as-a-serviceto make an impact on customers in China.Nio plans to commercially launch the ET7, its first-ever EV sedan, in the first quarter of 2022. Earlier this month, Niounveiledits ambitious plan to enter the Norway electric vehicle market for its first overseas foray.Nio’s stock touched a 52-week high of $66.99 in January this year, but is down 26.4% for the year-to-date period.Price Action: Tesla shares closed 4.4% higher in Monday’s trading at $606.44, while Nio shares closed 5.4% higher at $35.89.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341654793,"gmtCreate":1617810925512,"gmtModify":1631891162811,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341654793","repostId":"1160369765","repostType":4,"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348480044,"gmtCreate":1617952194988,"gmtModify":1631891162807,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348480044","repostId":"1147517160","repostType":4,"isVote":1,"tweetType":1,"viewCount":1957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354521537,"gmtCreate":1617190429129,"gmtModify":1631891162817,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"themes":[],"htmlText":"Sweet","listText":"Sweet","text":"Sweet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354521537","repostId":"1196818239","repostType":4,"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369132686,"gmtCreate":1614007577145,"gmtModify":1631893467138,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369132686","repostId":"2113805615","repostType":2,"repost":{"id":"2113805615","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1614003189,"share":"https://www.laohu8.com/m/news/2113805615?lang=zh_CN&edition=full","pubTime":"2021-02-22 22:13","market":"us","language":"en","title":"BRIEF-Bionano Publishes Method For Identifying Genes Likely To Cause Neurological Diseases Based On A Model Developed By Lineagen To Improve Interpretation Of Variants Of Unknown Significance<blockquote>BRIEF-Bionano发表基于Lineagen开发的模型识别可能导致神经系统疾病的基因的方法，以提高对未知意义变体的解释</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2113805615","media":"Reuters","summary":"Feb 22 (Reuters) - Bionano Genomics Inc   :   * BIONANO PUBLISHES METHOD FOR IDENTIFYING GENES LIKEL","content":"<p><html><body>Feb 22 (Reuters) - <a href=\"https://laohu8.com/S/BNGOU\">Bionano Genomics Inc</a>   :</p><p><blockquote><html><body>2月22日（路透社）—<a href=\"https://laohu8.com/S/BNGOU\">生物纳米基因组学公司</a>：</body></html></blockquote></p><p>   * BIONANO PUBLISHES METHOD FOR IDENTIFYING GENES LIKELY TO CAUSE NEUROLOGICAL DISEASES BASED ON A MODEL DEVELOPED BY LINEAGEN TO IMPROVE INTERPRETATION OF VARIANTS OF UNKNOWN SIGNIFICANCE</p><p><blockquote>*BIONANO发布基于LINEAGEN开发的模型识别可能导致神经系统疾病的基因的方法，以提高对未知意义变体的解释</blockquote></p><p>Source text for Eikon:    Further company coverage:   </p><p><blockquote>Eikon的源文本：更多公司报道：</blockquote></p><p> ((Reuters.Briefs@thomsonreuters.com;))</p><p><blockquote>（（Reuters.Briefs@thomsonreuters.com；））</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BRIEF-Bionano Publishes Method For Identifying Genes Likely To Cause Neurological Diseases Based On A Model Developed By Lineagen To Improve Interpretation Of Variants Of Unknown Significance<blockquote>BRIEF-Bionano发表基于Lineagen开发的模型识别可能导致神经系统疾病的基因的方法，以提高对未知意义变体的解释</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\">\nBRIEF-Bionano Publishes Method For Identifying Genes Likely To Cause Neurological Diseases Based On A Model Developed By Lineagen To Improve Interpretation Of Variants Of Unknown Significance<blockquote>BRIEF-Bionano发表基于Lineagen开发的模型识别可能导致神经系统疾病的基因的方法，以提高对未知意义变体的解释</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time smaller\">2021-02-22 22:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body>Feb 22 (Reuters) - <a href=\"https://laohu8.com/S/BNGOU\">Bionano Genomics Inc</a>   :</p><p><blockquote><html><body>2月22日（路透社）—<a href=\"https://laohu8.com/S/BNGOU\">生物纳米基因组学公司</a>：</body></html></blockquote></p><p>   * BIONANO PUBLISHES METHOD FOR IDENTIFYING GENES LIKELY TO CAUSE NEUROLOGICAL DISEASES BASED ON A MODEL DEVELOPED BY LINEAGEN TO IMPROVE INTERPRETATION OF VARIANTS OF UNKNOWN SIGNIFICANCE</p><p><blockquote>*BIONANO发布基于LINEAGEN开发的模型识别可能导致神经系统疾病的基因的方法，以提高对未知意义变体的解释</blockquote></p><p>Source text for Eikon:    Further company coverage:   </p><p><blockquote>Eikon的源文本：更多公司报道：</blockquote></p><p> ((Reuters.Briefs@thomsonreuters.com;))</p><p><blockquote>（（Reuters.Briefs@thomsonreuters.com；））</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNGO":"Bionano Genomics"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113805615","content_text":"Feb 22 (Reuters) - Bionano Genomics Inc   :   * BIONANO PUBLISHES METHOD FOR IDENTIFYING GENES LIKELY TO CAUSE NEUROLOGICAL DISEASES BASED ON A MODEL DEVELOPED BY LINEAGEN TO IMPROVE INTERPRETATION OF VARIANTS OF UNKNOWN SIGNIFICANCESource text for Eikon:    Further company coverage:    ((Reuters.Briefs@thomsonreuters.com;))","news_type":1,"symbols_score_info":{"BNGO":0.9}},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":693318059,"gmtCreate":1639970083371,"gmtModify":1639970083585,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693318059","repostId":"693017474","repostType":1,"repost":{"id":693017474,"gmtCreate":1639927544363,"gmtModify":1639928709633,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"期权复盘：圣诞行情或迟不缺，别错过苹果、特斯拉最佳卖权期！","htmlText":"老虎的朋友们好，最近要赶年底结算工作略忙，每天只有晚上花一点时间看看盘。这两周市场相当精彩，美联储如“期”加速taper，四巫日也如“期”巨震。终于，今年的bad news都陆续落地，接下来圣诞行情还有吗？ 我个人感觉接下来应该有一波还不错的行情，至于多长时间就只能走着看。值得一提的是巴菲特的<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> ，股价在周中创了新高。现在Brk的市值跟<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 差不多，6500亿美元左右，NVDA是大家眼里一致预期的下一个万亿俱乐部成员，搞不好Berkshire才是，谁知道呢，大可关注起来。我最近关注消费ETF<a target=\"_blank\" href=\"https://laohu8.com/S/XLP\">$消费品指数ETF-SPDR主要消费品(XLP)$</a> ，必须消费品上涨是通胀最直接的反映，自从鲍师傅12月5日直接承认通胀，并暗示可能加速Taper，XLP已经连涨了两周。成分股里面PG、COST、PEP、KO、EL等都过去两周都是逆市新高，短期这个通胀预期已经兑现相当充分，应该要开始回调了。但是通胀也不是一时半会儿能下来的，这几个公司和XLP值得大家明年继续关注，等我过几天开始休假了好好整理一下下消费股。同样是消费ETF，可选消费ETF-XLY就跟必消股ETF-XLP差距非常大，主要原因是AMZN和TSLA两个科技股占比太大，接近40%，如果抛去这两个大成分，下面的HD、MC","listText":"老虎的朋友们好，最近要赶年底结算工作略忙，每天只有晚上花一点时间看看盘。这两周市场相当精彩，美联储如“期”加速taper，四巫日也如“期”巨震。终于，今年的bad news都陆续落地，接下来圣诞行情还有吗？ 我个人感觉接下来应该有一波还不错的行情，至于多长时间就只能走着看。值得一提的是巴菲特的<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> ，股价在周中创了新高。现在Brk的市值跟<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 差不多，6500亿美元左右，NVDA是大家眼里一致预期的下一个万亿俱乐部成员，搞不好Berkshire才是，谁知道呢，大可关注起来。我最近关注消费ETF<a target=\"_blank\" href=\"https://laohu8.com/S/XLP\">$消费品指数ETF-SPDR主要消费品(XLP)$</a> ，必须消费品上涨是通胀最直接的反映，自从鲍师傅12月5日直接承认通胀，并暗示可能加速Taper，XLP已经连涨了两周。成分股里面PG、COST、PEP、KO、EL等都过去两周都是逆市新高，短期这个通胀预期已经兑现相当充分，应该要开始回调了。但是通胀也不是一时半会儿能下来的，这几个公司和XLP值得大家明年继续关注，等我过几天开始休假了好好整理一下下消费股。同样是消费ETF，可选消费ETF-XLY就跟必消股ETF-XLP差距非常大，主要原因是AMZN和TSLA两个科技股占比太大，接近40%，如果抛去这两个大成分，下面的HD、MC","text":"老虎的朋友们好，最近要赶年底结算工作略忙，每天只有晚上花一点时间看看盘。这两周市场相当精彩，美联储如“期”加速taper，四巫日也如“期”巨震。终于，今年的bad news都陆续落地，接下来圣诞行情还有吗？ 我个人感觉接下来应该有一波还不错的行情，至于多长时间就只能走着看。值得一提的是巴菲特的$伯克希尔(BRK.A)$ $伯克希尔B(BRK.B)$ ，股价在周中创了新高。现在Brk的市值跟$英伟达(NVDA)$ 差不多，6500亿美元左右，NVDA是大家眼里一致预期的下一个万亿俱乐部成员，搞不好Berkshire才是，谁知道呢，大可关注起来。我最近关注消费ETF$消费品指数ETF-SPDR主要消费品(XLP)$ ，必须消费品上涨是通胀最直接的反映，自从鲍师傅12月5日直接承认通胀，并暗示可能加速Taper，XLP已经连涨了两周。成分股里面PG、COST、PEP、KO、EL等都过去两周都是逆市新高，短期这个通胀预期已经兑现相当充分，应该要开始回调了。但是通胀也不是一时半会儿能下来的，这几个公司和XLP值得大家明年继续关注，等我过几天开始休假了好好整理一下下消费股。同样是消费ETF，可选消费ETF-XLY就跟必消股ETF-XLP差距非常大，主要原因是AMZN和TSLA两个科技股占比太大，接近40%，如果抛去这两个大成分，下面的HD、MC","images":[{"img":"https://static.tigerbbs.com/d29067b6581247f9ce35181e23d36380","width":"2188","height":"1150"},{"img":"https://static.tigerbbs.com/7108d9566091f4e2a50fc47a7c5c0619","width":"1282","height":"582"},{"img":"https://static.tigerbbs.com/4137e48e4232db1aaf465714045d6d4a","width":"830","height":"302"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693017474","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342999338,"gmtCreate":1618144317724,"gmtModify":1631891162801,"author":{"id":"3572346038267446","authorId":"3572346038267446","name":"Yingkie","avatar":"https://static.tigerbbs.com/f37b831671817bb8499b23ea88628baa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572346038267446","idStr":"3572346038267446"},"themes":[],"htmlText":"🚀","listText":"🚀","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342999338","repostId":"1121480052","repostType":4,"repost":{"id":"1121480052","kind":"news","pubTimestamp":1617979030,"share":"https://www.laohu8.com/m/news/1121480052?lang=zh_CN&edition=full","pubTime":"2021-04-09 22:37","market":"us","language":"en","title":"Tesla China Deliveries Set EV Maker for Strong '21, Wedbush Says<blockquote>韦德布什表示，特斯拉在华交付量为电动汽车制造商带来了强劲的21年业绩</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121480052","media":"TheStreet","summary":"Tesla is on pace to deliver 850,000 vehicles in 2021, a strong trajectory, according to Wedbush analyst Dan Ives.Tesla's March deliveries in China create a strong trajectory for the electric-vehicle major into the rest of 2021, Wedbush analyst Dan Ives says.The China Passenger Car Association on Friday reported its March numbers, showing that Tesla delivered 35,500 vehicles, about double the February figure.\"The narrative is [clear: Despite] the haters and bears focused on China EV sales softeni","content":"<p>Tesla is on pace to deliver 850,000 vehicles in 2021, a strong trajectory, according to Wedbush analyst Dan Ives.</p><p><blockquote>Wedbush分析师Dan Ives表示，特斯拉有望在2021年交付85万辆汽车，这是一个强劲的发展轨迹。</blockquote></p><p>Tesla's&nbsp;March deliveries in China create a strong trajectory for&nbsp;the electric-vehicle major into the rest of 2021, Wedbush analyst Dan Ives says.</p><p><blockquote>Wedbush分析师Dan Ives表示，特斯拉3月份在华交付量为这家电动汽车巨头在2021年剩余时间内创造了强劲的发展轨迹。</blockquote></p><p>The China Passenger Car Association on Friday reported its March numbers, showing that Tesla delivered 35,500 vehicles, about double the February figure.</p><p><blockquote>乘联会周五公布了3月份的数据，显示特斯拉交付了35,500辆汽车，约为2月份的两倍。</blockquote></p><p>\"The narrative is [clear: Despite] the haters and bears focused on China EV sales softening in January, we have seen a storybook comeback from Tesla and domestic EV players NIO,&nbsp;Li Auto,&nbsp;Xpeng&nbsp;and others in this key region,\" Ives said in a Friday note.</p><p><blockquote>Ives表示：“情况很清楚：尽管仇恨者和看空者关注一月份中国电动汽车销量疲软，但我们已经看到特斯拉以及国内电动汽车企业蔚来、理想汽车、小鹏汽车和其他公司在这一关键地区的故事般的卷土重来。”在周五的笔记中。</blockquote></p><p>Wedbush maintained its outperform rating and $1,000 price target.</p><p><blockquote>Wedbush维持跑赢大盘评级和1,000美元的目标价。</blockquote></p><p>Shares of the Palo Alto, Calif., company at last check were off 0.9% at $678.</p><p><blockquote>上次检查时，这家位于加利福尼亚州帕洛阿尔托的公司股价下跌0.9%，至678美元。</blockquote></p><p>Wedbush sees a run rate of 300,000 units delivered in China for the year, which would be the linchpin for the company hitting its 850,000-vehicle delivery goal worldwide.</p><p><blockquote>Wedbush预计今年在中国的交付量将达到30万辆，这将是该公司实现全球85万辆交付目标的关键。</blockquote></p><p>\"As this green tidal wave hits its next phase globally, ... the Tesla EV demand story is just starting to play out,\" Ives said.</p><p><blockquote>“随着这股绿色浪潮在全球范围内进入下一阶段，……特斯拉电动汽车的需求故事才刚刚开始上演，”Ives说。</blockquote></p><p>Additionally, lifting the 200,000 electric vehicle tax-credit ceiling, which was restored to Tesla and General Motors, and a likely $10,000 electric-vehicle tax rebate will be major catalysts for industry growth in the U.S., thanks to the focus on green energy from President Joe Biden's administration.</p><p><blockquote>此外，由于乔·拜登总统政府对绿色能源的关注，取消特斯拉和通用汽车恢复的20万辆电动汽车税收抵免上限以及可能的1万美元电动汽车退税将成为美国行业增长的主要催化剂。</blockquote></p><p>Last week, Tesla reported&nbsp;stronger-than-expected&nbsp;vehicle deliveries for the first quarter, paced by its midpriced Model 3 sedan and Chinese demand for its new Model Y SUV.</p><p><blockquote>上周，特斯拉公布第一季度汽车交付量强于预期，这得益于其中等价位的Model 3轿车和中国对其新款Model Y SUV的需求。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla China Deliveries Set EV Maker for Strong '21, Wedbush Says<blockquote>韦德布什表示，特斯拉在华交付量为电动汽车制造商带来了强劲的21年业绩</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\">\nTesla China Deliveries Set EV Maker for Strong '21, Wedbush Says<blockquote>韦德布什表示，特斯拉在华交付量为电动汽车制造商带来了强劲的21年业绩</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-04-09 22:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla is on pace to deliver 850,000 vehicles in 2021, a strong trajectory, according to Wedbush analyst Dan Ives.</p><p><blockquote>Wedbush分析师Dan Ives表示，特斯拉有望在2021年交付85万辆汽车，这是一个强劲的发展轨迹。</blockquote></p><p>Tesla's&nbsp;March deliveries in China create a strong trajectory for&nbsp;the electric-vehicle major into the rest of 2021, Wedbush analyst Dan Ives says.</p><p><blockquote>Wedbush分析师Dan Ives表示，特斯拉3月份在华交付量为这家电动汽车巨头在2021年剩余时间内创造了强劲的发展轨迹。</blockquote></p><p>The China Passenger Car Association on Friday reported its March numbers, showing that Tesla delivered 35,500 vehicles, about double the February figure.</p><p><blockquote>乘联会周五公布了3月份的数据，显示特斯拉交付了35,500辆汽车，约为2月份的两倍。</blockquote></p><p>\"The narrative is [clear: Despite] the haters and bears focused on China EV sales softening in January, we have seen a storybook comeback from Tesla and domestic EV players NIO,&nbsp;Li Auto,&nbsp;Xpeng&nbsp;and others in this key region,\" Ives said in a Friday note.</p><p><blockquote>Ives表示：“情况很清楚：尽管仇恨者和看空者关注一月份中国电动汽车销量疲软，但我们已经看到特斯拉以及国内电动汽车企业蔚来、理想汽车、小鹏汽车和其他公司在这一关键地区的故事般的卷土重来。”在周五的笔记中。</blockquote></p><p>Wedbush maintained its outperform rating and $1,000 price target.</p><p><blockquote>Wedbush维持跑赢大盘评级和1,000美元的目标价。</blockquote></p><p>Shares of the Palo Alto, Calif., company at last check were off 0.9% at $678.</p><p><blockquote>上次检查时，这家位于加利福尼亚州帕洛阿尔托的公司股价下跌0.9%，至678美元。</blockquote></p><p>Wedbush sees a run rate of 300,000 units delivered in China for the year, which would be the linchpin for the company hitting its 850,000-vehicle delivery goal worldwide.</p><p><blockquote>Wedbush预计今年在中国的交付量将达到30万辆，这将是该公司实现全球85万辆交付目标的关键。</blockquote></p><p>\"As this green tidal wave hits its next phase globally, ... the Tesla EV demand story is just starting to play out,\" Ives said.</p><p><blockquote>“随着这股绿色浪潮在全球范围内进入下一阶段，……特斯拉电动汽车的需求故事才刚刚开始上演，”Ives说。</blockquote></p><p>Additionally, lifting the 200,000 electric vehicle tax-credit ceiling, which was restored to Tesla and General Motors, and a likely $10,000 electric-vehicle tax rebate will be major catalysts for industry growth in the U.S., thanks to the focus on green energy from President Joe Biden's administration.</p><p><blockquote>此外，由于乔·拜登总统政府对绿色能源的关注，取消特斯拉和通用汽车恢复的20万辆电动汽车税收抵免上限以及可能的1万美元电动汽车退税将成为美国行业增长的主要催化剂。</blockquote></p><p>Last week, Tesla reported&nbsp;stronger-than-expected&nbsp;vehicle deliveries for the first quarter, paced by its midpriced Model 3 sedan and Chinese demand for its new Model Y SUV.</p><p><blockquote>上周，特斯拉公布第一季度汽车交付量强于预期，这得益于其中等价位的Model 3轿车和中国对其新款Model Y SUV的需求。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/tesla-march-china-deliveries-strong-outlook-wedbush-says\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.thestreet.com/investing/tesla-march-china-deliveries-strong-outlook-wedbush-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121480052","content_text":"Tesla is on pace to deliver 850,000 vehicles in 2021, a strong trajectory, according to Wedbush analyst Dan Ives.Tesla's March deliveries in China create a strong trajectory for the electric-vehicle major into the rest of 2021, Wedbush analyst Dan Ives says.The China Passenger Car Association on Friday reported its March numbers, showing that Tesla delivered 35,500 vehicles, about double the February figure.\"The narrative is [clear: Despite] the haters and bears focused on China EV sales softening in January, we have seen a storybook comeback from Tesla and domestic EV players NIO, Li Auto, Xpeng and others in this key region,\" Ives said in a Friday note.Wedbush maintained its outperform rating and $1,000 price target.Shares of the Palo Alto, Calif., company at last check were off 0.9% at $678.Wedbush sees a run rate of 300,000 units delivered in China for the year, which would be the linchpin for the company hitting its 850,000-vehicle delivery goal worldwide.\"As this green tidal wave hits its next phase globally, ... the Tesla EV demand story is just starting to play out,\" Ives said.Additionally, lifting the 200,000 electric vehicle tax-credit ceiling, which was restored to Tesla and General Motors, and a likely $10,000 electric-vehicle tax rebate will be major catalysts for industry growth in the U.S., thanks to the focus on green energy from President Joe Biden's administration.Last week, Tesla reported stronger-than-expected vehicle deliveries for the first quarter, paced by its midpriced Model 3 sedan and Chinese demand for its new Model Y SUV.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}