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2021-05-28

Coins

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2021-11-27

Ok

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2021-11-17

Like pls

Abu Dhabi's Etihad yet to decide on some Airbus, Boeing orders, CEO says<blockquote>首席执行官表示，阿布扎比阿提哈德航空尚未决定一些空客和波音订单</blockquote>

2021-05-12

Hmm

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2021-03-09

Hmm

Airbnb, Lyft and Other Stocks Set to Benefit From a Consumer Spending Boom<blockquote>Airbnb、Lyft和其他股票将受益于消费者支出繁荣</blockquote>

2021-10-13

$Palantir Technologies Inc.(PLTR)$please go up!

2021-03-01

Change!!!

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2021-03-01

Aiyoo

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2021-12-26

Ooo

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2021-03-29

Coinssss

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22:21","market":"us","language":"en","title":"Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna 和辉瑞股票：随着奥密克戎蔓延，应该购买哪一个？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119742422","media":"TheStreet","summary":"Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks ","content":"<p>Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.</p><p><blockquote>自从发现奥密克戎变种以来，对大流行的担忧又回来了，疫苗相关股票再次成为焦点。今天，我们仔细看看 Moderna 和辉瑞的股票。</blockquote></p><p> COVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.</p><p><blockquote>新冠肺炎继续困扰市场。新变种奥密克戎再次引发了全世界对新的健康和经济危机的担忧，因为人们对这种变种如何影响接种疫苗和未接种疫苗的人知之甚少。</blockquote></p><p> The stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&amp;P 500&nbsp;dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock&nbsp;was up a more modest 2.5%.</p><p><blockquote>11 月 26 日星期五，奥密克戎消息传出后，股市遭到抛售。由于不确定性，标普500下跌 2%。为数不多的上涨股票之一是 Moderna 股票，该股在周五的交易时段上涨了 20%，而辉瑞公司的股票上涨幅度较小，为 2.5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b55d87c377ec124bb84173bfb955b9fa\" tg-width=\"689\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Figure 1: SPY, MRNA and PFE performance in the past 5-trading days.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：过去5个交易日的SPDR标普500指数ETF、MRNA和PFE表现。</span></p></blockquote></p><p> Between two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?</p><p><blockquote>在两家主要的 COVID-19 疫苗制造商之间，我们评估了 Moderna 和辉瑞的股票，并问自己：在奥密克戎担忧挥之不去的情况下，哪一家更值得购买？</blockquote></p><p> <b>Wall Street is neutral on Moderna</b></p><p><blockquote><b>华尔街对Moderna持中立态度</b></blockquote></p><p> Moderna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.</p><p><blockquote>目前，13 名分析师一致持有 Moderna 股票，平均目标价为 298 美元，这表明较当前水平下跌 17%。华尔街的评估表明，自 COVID-19 大流行以来，MRNA 的股价已上涨超过 1200%，因此股价可能已经领先于基本面。</blockquote></p><p> The most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who&nbsp;reiterated&nbsp;his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.</p><p><blockquote>Piper Sandler 的 Edward Tenthoff 对 Moderna 股票进行了最新报道，他重申了买入建议，并根据奥密克戎新闻预测目标价为 348 美元。这位分析师认为，该公司已经为新变种的出现做好了准备，并且“非常适合快速交换新版本的尖峰抗原”来制造新的 COVID-19 疫苗。</blockquote></p><p> Morgan Stanley’s Matthew Harrison&nbsp;reiterated&nbsp;his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.</p><p><blockquote>摩根士丹利的马修-哈里森（Matthew Harrison）一周前重申了对 MRNA 的中性评级，目标价为 313 美元。这位分析师提到，年底前公布的 Moderna 流感疫苗数据可能会成为该股的积极催化剂。如果结果积极，市场可能会预计长期流感和新冠疫苗收入约为 100 亿美元，从而使股价上涨 10%。</blockquote></p><p> <b>Pfizer: moderate buy, but experts are skeptical</b></p><p><blockquote><b>辉瑞：适度购买，但专家持怀疑态度</b></blockquote></p><p> Wall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.</p><p><blockquote>根据股票评级，华尔街目前看好辉瑞。然而，平均价格目标共识表明，在 11 月份上涨之后，估值可能会变得薄弱。PFE 根据 13 份报告给出适度买入建议，平均目标价为 50 美元。</blockquote></p><p> JPMorgan‘s Chris Schott&nbsp;raised&nbsp;the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.</p><p><blockquote>摩根大通的克里斯-肖特（Chris Schott）将辉瑞公司的目标价从42美元上调至53美元，并维持中性评级。Covid仍然是辉瑞故事的焦点，Comirnaty和Paxlovid的销售额“将明显超出预期”。虽然这位分析师认为该公司核心业务的上涨空间有限，但他不会对近期奥密克戎头条新闻中的股价上涨感到惊讶。</blockquote></p><p> The most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is&nbsp;skeptical&nbsp;on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.</p><p><blockquote>关于 PFE 的最新消息来自瑞穗证券的 Vamil Divan。他对辉瑞股票持怀疑态度，认为下行风险为 16%。但据这位分析师称，奥密克戎可能会增加对辉瑞公司 COVID-19 疫苗的近期需求，尤其是加强剂量。</blockquote></p><p> <b>Wall Street Memes’ take</b></p><p><blockquote><b>华尔街迷因的看法</b></blockquote></p><p> COVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.</p><p><blockquote>新冠肺炎疫苗制造商可能会在短期内自然受益于对奥密克戎的担忧。例如，自 2020 年 3 月 COVID-19 大流行开始以来，Moderna 的股价已上涨超过 1,200%，而辉瑞的股价同期上涨了 79%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/198c43532bf2d097bc94e078b539a044\" tg-width=\"684\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Figure 2: MRNA and PFE performance in the past 5-years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：过去5年的MRNA和PFE性能。</span></p></blockquote></p><p> Pfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.</p><p><blockquote>辉瑞公司的市值比 Moderna 大得多，其市值为 3000 亿美元，而 Moderna 的市值为 1330 亿美元。两家公司都拥有强大的疫苗管道和技术，但 Moderna 可能会从当前的疫情中受益，因为它更像是一只纯粹的股票。</blockquote></p><p> Due to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.</p><p><blockquote>由于商业模式多元化，我们认为 MRNA 是对 COVID-19 发展的更好的短期押注。然而，出于同样的原因，并且由于 2023 年市盈率更高，为 32 倍，该股可能会更加波动并存在更高的下行风险。另一方面，PFE 可能是对整个医疗保健行业更好的长期押注，特别是考虑到 2023 年去风险市盈率仅为 13 倍。</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>Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna 和辉瑞股票：随着奥密克戎蔓延，应该购买哪一个？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna 和辉瑞股票：随着奥密克戎蔓延，应该购买哪一个？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-01 22:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.</p><p><blockquote>自从发现奥密克戎变种以来，对大流行的担忧又回来了，疫苗相关股票再次成为焦点。今天，我们仔细看看 Moderna 和辉瑞的股票。</blockquote></p><p> COVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.</p><p><blockquote>新冠肺炎继续困扰市场。新变种奥密克戎再次引发了全世界对新的健康和经济危机的担忧，因为人们对这种变种如何影响接种疫苗和未接种疫苗的人知之甚少。</blockquote></p><p> The stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&amp;P 500&nbsp;dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock&nbsp;was up a more modest 2.5%.</p><p><blockquote>11 月 26 日星期五，奥密克戎消息传出后，股市遭到抛售。由于不确定性，标普500下跌 2%。为数不多的上涨股票之一是 Moderna 股票，该股在周五的交易时段上涨了 20%，而辉瑞公司的股票上涨幅度较小，为 2.5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b55d87c377ec124bb84173bfb955b9fa\" tg-width=\"689\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Figure 1: SPY, MRNA and PFE performance in the past 5-trading days.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：过去5个交易日的SPDR标普500指数ETF、MRNA和PFE表现。</span></p></blockquote></p><p> Between two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?</p><p><blockquote>在两家主要的 COVID-19 疫苗制造商之间，我们评估了 Moderna 和辉瑞的股票，并问自己：在奥密克戎担忧挥之不去的情况下，哪一家更值得购买？</blockquote></p><p> <b>Wall Street is neutral on Moderna</b></p><p><blockquote><b>华尔街对Moderna持中立态度</b></blockquote></p><p> Moderna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.</p><p><blockquote>目前，13 名分析师一致持有 Moderna 股票，平均目标价为 298 美元，这表明较当前水平下跌 17%。华尔街的评估表明，自 COVID-19 大流行以来，MRNA 的股价已上涨超过 1200%，因此股价可能已经领先于基本面。</blockquote></p><p> The most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who&nbsp;reiterated&nbsp;his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.</p><p><blockquote>Piper Sandler 的 Edward Tenthoff 对 Moderna 股票进行了最新报道，他重申了买入建议，并根据奥密克戎新闻预测目标价为 348 美元。这位分析师认为，该公司已经为新变种的出现做好了准备，并且“非常适合快速交换新版本的尖峰抗原”来制造新的 COVID-19 疫苗。</blockquote></p><p> Morgan Stanley’s Matthew Harrison&nbsp;reiterated&nbsp;his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.</p><p><blockquote>摩根士丹利的马修-哈里森（Matthew Harrison）一周前重申了对 MRNA 的中性评级，目标价为 313 美元。这位分析师提到，年底前公布的 Moderna 流感疫苗数据可能会成为该股的积极催化剂。如果结果积极，市场可能会预计长期流感和新冠疫苗收入约为 100 亿美元，从而使股价上涨 10%。</blockquote></p><p> <b>Pfizer: moderate buy, but experts are skeptical</b></p><p><blockquote><b>辉瑞：适度购买，但专家持怀疑态度</b></blockquote></p><p> Wall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.</p><p><blockquote>根据股票评级，华尔街目前看好辉瑞。然而，平均价格目标共识表明，在 11 月份上涨之后，估值可能会变得薄弱。PFE 根据 13 份报告给出适度买入建议，平均目标价为 50 美元。</blockquote></p><p> JPMorgan‘s Chris Schott&nbsp;raised&nbsp;the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.</p><p><blockquote>摩根大通的克里斯-肖特（Chris Schott）将辉瑞公司的目标价从42美元上调至53美元，并维持中性评级。Covid仍然是辉瑞故事的焦点，Comirnaty和Paxlovid的销售额“将明显超出预期”。虽然这位分析师认为该公司核心业务的上涨空间有限，但他不会对近期奥密克戎头条新闻中的股价上涨感到惊讶。</blockquote></p><p> The most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is&nbsp;skeptical&nbsp;on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.</p><p><blockquote>关于 PFE 的最新消息来自瑞穗证券的 Vamil Divan。他对辉瑞股票持怀疑态度，认为下行风险为 16%。但据这位分析师称，奥密克戎可能会增加对辉瑞公司 COVID-19 疫苗的近期需求，尤其是加强剂量。</blockquote></p><p> <b>Wall Street Memes’ take</b></p><p><blockquote><b>华尔街迷因的看法</b></blockquote></p><p> COVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.</p><p><blockquote>新冠肺炎疫苗制造商可能会在短期内自然受益于对奥密克戎的担忧。例如，自 2020 年 3 月 COVID-19 大流行开始以来，Moderna 的股价已上涨超过 1,200%，而辉瑞的股价同期上涨了 79%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/198c43532bf2d097bc94e078b539a044\" tg-width=\"684\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Figure 2: MRNA and PFE performance in the past 5-years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：过去5年的MRNA和PFE性能。</span></p></blockquote></p><p> Pfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.</p><p><blockquote>辉瑞公司的市值比 Moderna 大得多，其市值为 3000 亿美元，而 Moderna 的市值为 1330 亿美元。两家公司都拥有强大的疫苗管道和技术，但 Moderna 可能会从当前的疫情中受益，因为它更像是一只纯粹的股票。</blockquote></p><p> Due to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.</p><p><blockquote>由于商业模式多元化，我们认为 MRNA 是对 COVID-19 发展的更好的短期押注。然而，出于同样的原因，并且由于 2023 年市盈率更高，为 32 倍，该股可能会更加波动并存在更高的下行风险。另一方面，PFE 可能是对整个医疗保健行业更好的长期押注，特别是考虑到 2023 年去风险市盈率仅为 13 倍。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/moderna-or-pfizer-stock-which-to-buy-as-omicron-spreads\">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":{"MRNA":"Moderna, Inc.","PFE":"辉瑞"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/moderna-or-pfizer-stock-which-to-buy-as-omicron-spreads","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119742422","content_text":"Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.\nCOVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.\nThe stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&P 500 dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock was up a more modest 2.5%.\nFigure 1: SPY, MRNA and PFE performance in the past 5-trading days.\nBetween two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?\nWall Street is neutral on Moderna\nModerna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.\nThe most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who reiterated his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.\nMorgan Stanley’s Matthew Harrison reiterated his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.\nPfizer: moderate buy, but experts are skeptical\nWall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.\nJPMorgan‘s Chris Schott raised the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.\nThe most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is skeptical on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.\nWall Street Memes’ take\nCOVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.\nFigure 2: MRNA and PFE performance in the past 5-years.\nPfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.\nDue to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.","news_type":1,"symbols_score_info":{"MRNA":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":4918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600992877,"gmtCreate":1638028311038,"gmtModify":1638028311131,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572401971897760","authorIdStr":"3572401971897760"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600992877","repostId":"2186344334","repostType":4,"isVote":1,"tweetType":1,"viewCount":5074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878139131,"gmtCreate":1637158121758,"gmtModify":1637158121843,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572401971897760","authorIdStr":"3572401971897760"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/878139131","repostId":"1155138088","repostType":4,"repost":{"id":"1155138088","kind":"news","pubTimestamp":1637157914,"share":"https://www.laohunote.com/m/news/1155138088?lang=zh_CN&edition=full","pubTime":"2021-11-17 22:05","market":"us","language":"en","title":"Abu Dhabi's Etihad yet to decide on some Airbus, Boeing orders, CEO says<blockquote>首席执行官表示，阿布扎比阿提哈德航空尚未决定一些空客和波音订单</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155138088","media":"Reuters","summary":"Abu Dhabi's Etihad Airways is yet to decide on future plans for around 50 Airbus A320neo and Boeing ","content":"<p>Abu Dhabi's Etihad Airways is yet to decide on future plans for around 50 Airbus&nbsp;A320neo and Boeing&nbsp;777X jets it previously ordered, its chief executive said on Wednesday, raising uncertainty over billions of dollars of aircraft sales.</p><p><blockquote>阿布扎比阿提哈德航空公司首席执行官周三表示，该公司尚未决定此前订购的约 50 架空客 A320neo 和波音 777X 喷气式飞机的未来计划，这增加了数十亿美元飞机销售的不确定性。</blockquote></p><p> The state-owned carrier is restructuring under new management led by Tony Douglas after a failed bid last decade to compete with major Gulf carriers Emirates and Qatar Airways.</p><p><blockquote>这家国有航空公司在过去十年与主要海湾航空公司阿联酋航空和卡塔尔航空航空竞争的竞标失败后，正在由 Tony Douglas 领导的新管理层进行重组。</blockquote></p><p> Asked about Airbus A320neo and Boeing 777X ordered by previous management, Douglas said the airline was focused on sustainable growth and that a final decision had not been made.</p><p><blockquote>当被问及前任管理层订购的空客A320neo和波音777X时，道格拉斯表示，该航空公司专注于可持续增长，尚未做出最终决定。</blockquote></p><p> Uncertainty over deliveries and when the industry would recover from the pandemic had added to the complexity of making a decision on future fleet plans.</p><p><blockquote>交付量以及该行业何时从疫情中恢复过来的不确定性增加了未来车队计划决策的复杂性。</blockquote></p><p> \"The manufactures can't confirm when they are going to be delivered and you have a market that you don't know when its going to recover.\"</p><p><blockquote>“制造商无法确认何时交付，而且你的市场不知道何时会复苏。”</blockquote></p><p> The airline had three years to decide on what it would do with the A320neo order, while a decision on the 777X jets was \"way down the road\".</p><p><blockquote>该航空公司有三年的时间来决定如何处理 A320neo 订单，而关于 777X 喷气式飞机的决定“还在后面”。</blockquote></p><p> Airbus declined to comment. Boeing did not immediately respond to a request for comment.</p><p><blockquote>空客拒绝置评。波音公司没有立即回应置评请求。</blockquote></p><p> Boeing's new version of its best-selling 777 twin aisle wide-body jet has been beset by delays, while supply chain issues have hit both manufacturers.</p><p><blockquote>波音公司最畅销的 777 双通道宽体喷气式飞机的新版本一直受到延误的困扰，而供应链问题也打击了两家制造商。</blockquote></p><p> Etihad, which is in the midst of a five year downsizing to become what it calls a \"mid-sized carrier\", has 26 A320neo jets and 25 777X on order, according to the planemakers.</p><p><blockquote>据飞机制造商称，阿提哈德航空正在进行为期五年的裁员，以成为其评级的“中型航空公司”，该公司已订购了 26 架 A320neo 喷气式飞机和 25 架 777X。</blockquote></p><p> It would continue to take deliveries of Airbus A350-1000 and Boeing 787 Dreamliner liner jets, which Douglas said would become the backbone of the fleet that will trim to 65 aircraft.</p><p><blockquote>它将继续接收空客 A350-1000 和波音 787 梦想客机客机，道格拉斯表示，这些客机将成为机队的支柱，机队将削减至 65 架飞机。</blockquote></p><p> Etihad has 93 aircraft, according to its website. Douglas also said the existing 30-strong A320 fleet would likely be halved as operations reduce with a focus on profitable routes.</p><p><blockquote>据其网站称，阿提哈德航空拥有 93 架飞机。道格拉斯还表示，随着运营减少，重点放在盈利航线上，现有的 30 人 A320 机队可能会减半。</blockquote></p><p> It already plans to phase out its 5 777-300ER jets from the passenger fleet and has grounded its 10 Airbus A380s since the start of the pandemic.</p><p><blockquote>自疫情爆发以来，该公司已经计划从客运机队中逐步淘汰 5 架 777-300ER 喷气式飞机，并停飞了 10 架空客 A380。</blockquote></p><p> \"When the market comes back sustainability, then we will look at how we will scale up. We are never going to get back into the madness,\" Douglas said.</p><p><blockquote>“当市场恢复可持续性时，我们将考虑如何扩大规模。我们永远不会再陷入疯狂，”道格拉斯说。</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>Abu Dhabi's Etihad yet to decide on some Airbus, Boeing orders, CEO says<blockquote>首席执行官表示，阿布扎比阿提哈德航空尚未决定一些空客和波音订单</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\">\nAbu Dhabi's Etihad yet to decide on some Airbus, Boeing orders, CEO says<blockquote>首席执行官表示，阿布扎比阿提哈德航空尚未决定一些空客和波音订单</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-17 22:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Abu Dhabi's Etihad Airways is yet to decide on future plans for around 50 Airbus&nbsp;A320neo and Boeing&nbsp;777X jets it previously ordered, its chief executive said on Wednesday, raising uncertainty over billions of dollars of aircraft sales.</p><p><blockquote>阿布扎比阿提哈德航空公司首席执行官周三表示，该公司尚未决定此前订购的约 50 架空客 A320neo 和波音 777X 喷气式飞机的未来计划，这增加了数十亿美元飞机销售的不确定性。</blockquote></p><p> The state-owned carrier is restructuring under new management led by Tony Douglas after a failed bid last decade to compete with major Gulf carriers Emirates and Qatar Airways.</p><p><blockquote>这家国有航空公司在过去十年与主要海湾航空公司阿联酋航空和卡塔尔航空航空竞争的竞标失败后，正在由 Tony Douglas 领导的新管理层进行重组。</blockquote></p><p> Asked about Airbus A320neo and Boeing 777X ordered by previous management, Douglas said the airline was focused on sustainable growth and that a final decision had not been made.</p><p><blockquote>当被问及前任管理层订购的空客A320neo和波音777X时，道格拉斯表示，该航空公司专注于可持续增长，尚未做出最终决定。</blockquote></p><p> Uncertainty over deliveries and when the industry would recover from the pandemic had added to the complexity of making a decision on future fleet plans.</p><p><blockquote>交付量以及该行业何时从疫情中恢复过来的不确定性增加了未来车队计划决策的复杂性。</blockquote></p><p> \"The manufactures can't confirm when they are going to be delivered and you have a market that you don't know when its going to recover.\"</p><p><blockquote>“制造商无法确认何时交付，而且你的市场不知道何时会复苏。”</blockquote></p><p> The airline had three years to decide on what it would do with the A320neo order, while a decision on the 777X jets was \"way down the road\".</p><p><blockquote>该航空公司有三年的时间来决定如何处理 A320neo 订单，而关于 777X 喷气式飞机的决定“还在后面”。</blockquote></p><p> Airbus declined to comment. Boeing did not immediately respond to a request for comment.</p><p><blockquote>空客拒绝置评。波音公司没有立即回应置评请求。</blockquote></p><p> Boeing's new version of its best-selling 777 twin aisle wide-body jet has been beset by delays, while supply chain issues have hit both manufacturers.</p><p><blockquote>波音公司最畅销的 777 双通道宽体喷气式飞机的新版本一直受到延误的困扰，而供应链问题也打击了两家制造商。</blockquote></p><p> Etihad, which is in the midst of a five year downsizing to become what it calls a \"mid-sized carrier\", has 26 A320neo jets and 25 777X on order, according to the planemakers.</p><p><blockquote>据飞机制造商称，阿提哈德航空正在进行为期五年的裁员，以成为其评级的“中型航空公司”，该公司已订购了 26 架 A320neo 喷气式飞机和 25 架 777X。</blockquote></p><p> It would continue to take deliveries of Airbus A350-1000 and Boeing 787 Dreamliner liner jets, which Douglas said would become the backbone of the fleet that will trim to 65 aircraft.</p><p><blockquote>它将继续接收空客 A350-1000 和波音 787 梦想客机客机，道格拉斯表示，这些客机将成为机队的支柱，机队将削减至 65 架飞机。</blockquote></p><p> Etihad has 93 aircraft, according to its website. Douglas also said the existing 30-strong A320 fleet would likely be halved as operations reduce with a focus on profitable routes.</p><p><blockquote>据其网站称，阿提哈德航空拥有 93 架飞机。道格拉斯还表示，随着运营减少，重点放在盈利航线上，现有的 30 人 A320 机队可能会减半。</blockquote></p><p> It already plans to phase out its 5 777-300ER jets from the passenger fleet and has grounded its 10 Airbus A380s since the start of the pandemic.</p><p><blockquote>自疫情爆发以来，该公司已经计划从客运机队中逐步淘汰 5 架 777-300ER 喷气式飞机，并停飞了 10 架空客 A380。</blockquote></p><p> \"When the market comes back sustainability, then we will look at how we will scale up. We are never going to get back into the madness,\" Douglas said.</p><p><blockquote>“当市场恢复可持续性时，我们将考虑如何扩大规模。我们永远不会再陷入疯狂，”道格拉斯说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/business/aerospace-defense/etihad-may-reduce-airbus-boeing-jets-orders-ceo-says-2021-11-17/\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"https://www.reuters.com/business/aerospace-defense/etihad-may-reduce-airbus-boeing-jets-orders-ceo-says-2021-11-17/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155138088","content_text":"Abu Dhabi's Etihad Airways is yet to decide on future plans for around 50 Airbus A320neo and Boeing 777X jets it previously ordered, its chief executive said on Wednesday, raising uncertainty over billions of dollars of aircraft sales.\nThe state-owned carrier is restructuring under new management led by Tony Douglas after a failed bid last decade to compete with major Gulf carriers Emirates and Qatar Airways.\nAsked about Airbus A320neo and Boeing 777X ordered by previous management, Douglas said the airline was focused on sustainable growth and that a final decision had not been made.\nUncertainty over deliveries and when the industry would recover from the pandemic had added to the complexity of making a decision on future fleet plans.\n\"The manufactures can't confirm when they are going to be delivered and you have a market that you don't know when its going to recover.\"\nThe airline had three years to decide on what it would do with the A320neo order, while a decision on the 777X jets was \"way down the road\".\nAirbus declined to comment. Boeing did not immediately respond to a request for comment.\nBoeing's new version of its best-selling 777 twin aisle wide-body jet has been beset by delays, while supply chain issues have hit both manufacturers.\nEtihad, which is in the midst of a five year downsizing to become what it calls a \"mid-sized carrier\", has 26 A320neo jets and 25 777X on order, according to the planemakers.\nIt would continue to take deliveries of Airbus A350-1000 and Boeing 787 Dreamliner liner jets, which Douglas said would become the backbone of the fleet that will trim to 65 aircraft.\nEtihad has 93 aircraft, according to its website. Douglas also said the existing 30-strong A320 fleet would likely be halved as operations reduce with a focus on profitable routes.\nIt already plans to phase out its 5 777-300ER jets from the passenger fleet and has grounded its 10 Airbus A380s since the start of the pandemic.\n\"When the market comes back sustainability, then we will look at how we will scale up. We are never going to get back into the madness,\" Douglas said.","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":3330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822282798,"gmtCreate":1634134760893,"gmtModify":1634134774422,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572401971897760","authorIdStr":"3572401971897760"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>please go up!","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>please go up!","text":"$Palantir Technologies Inc.(PLTR)$please go 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billions of dollars of aircraft sales.</p><p><blockquote>阿布扎比阿提哈德航空公司首席执行官周三表示，该公司尚未决定此前订购的约 50 架空客 A320neo 和波音 777X 喷气式飞机的未来计划，这增加了数十亿美元飞机销售的不确定性。</blockquote></p><p> The state-owned carrier is restructuring under new management led by Tony Douglas after a failed bid last decade to compete with major Gulf carriers Emirates and Qatar Airways.</p><p><blockquote>这家国有航空公司在过去十年与主要海湾航空公司阿联酋航空和卡塔尔航空航空竞争的竞标失败后，正在由 Tony Douglas 领导的新管理层进行重组。</blockquote></p><p> Asked about Airbus A320neo and Boeing 777X ordered by previous management, Douglas said the airline was focused on sustainable growth and that a final decision had not been made.</p><p><blockquote>当被问及前任管理层订购的空客A320neo和波音777X时，道格拉斯表示，该航空公司专注于可持续增长，尚未做出最终决定。</blockquote></p><p> Uncertainty over deliveries and when the industry would recover from the pandemic had added to the complexity of making a decision on future fleet plans.</p><p><blockquote>交付量以及该行业何时从疫情中恢复过来的不确定性增加了未来车队计划决策的复杂性。</blockquote></p><p> \"The manufactures can't confirm when they are going to be delivered and you have a market that you don't know when its going to recover.\"</p><p><blockquote>“制造商无法确认何时交付，而且你的市场不知道何时会复苏。”</blockquote></p><p> The airline had three years to decide on what it would do with the A320neo order, while a decision on the 777X jets was \"way down the road\".</p><p><blockquote>该航空公司有三年的时间来决定如何处理 A320neo 订单，而关于 777X 喷气式飞机的决定“还在后面”。</blockquote></p><p> Airbus declined to comment. Boeing did not immediately respond to a request for comment.</p><p><blockquote>空客拒绝置评。波音公司没有立即回应置评请求。</blockquote></p><p> Boeing's new version of its best-selling 777 twin aisle wide-body jet has been beset by delays, while supply chain issues have hit both manufacturers.</p><p><blockquote>波音公司最畅销的 777 双通道宽体喷气式飞机的新版本一直受到延误的困扰，而供应链问题也打击了两家制造商。</blockquote></p><p> Etihad, which is in the midst of a five year downsizing to become what it calls a \"mid-sized carrier\", has 26 A320neo jets and 25 777X on order, according to the planemakers.</p><p><blockquote>据飞机制造商称，阿提哈德航空正在进行为期五年的裁员，以成为其评级的“中型航空公司”，该公司已订购了 26 架 A320neo 喷气式飞机和 25 架 777X。</blockquote></p><p> It would continue to take deliveries of Airbus A350-1000 and Boeing 787 Dreamliner liner jets, which Douglas said would become the backbone of the fleet that will trim to 65 aircraft.</p><p><blockquote>它将继续接收空客 A350-1000 和波音 787 梦想客机客机，道格拉斯表示，这些客机将成为机队的支柱，机队将削减至 65 架飞机。</blockquote></p><p> Etihad has 93 aircraft, according to its website. Douglas also said the existing 30-strong A320 fleet would likely be halved as operations reduce with a focus on profitable routes.</p><p><blockquote>据其网站称，阿提哈德航空拥有 93 架飞机。道格拉斯还表示，随着运营减少，重点放在盈利航线上，现有的 30 人 A320 机队可能会减半。</blockquote></p><p> It already plans to phase out its 5 777-300ER jets from the passenger fleet and has grounded its 10 Airbus A380s since the start of the pandemic.</p><p><blockquote>自疫情爆发以来，该公司已经计划从客运机队中逐步淘汰 5 架 777-300ER 喷气式飞机，并停飞了 10 架空客 A380。</blockquote></p><p> \"When the market comes back sustainability, then we will look at how we will scale up. We are never going to get back into the madness,\" Douglas said.</p><p><blockquote>“当市场恢复可持续性时，我们将考虑如何扩大规模。我们永远不会再陷入疯狂，”道格拉斯说。</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>Abu Dhabi's Etihad yet to decide on some Airbus, Boeing orders, CEO says<blockquote>首席执行官表示，阿布扎比阿提哈德航空尚未决定一些空客和波音订单</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAbu Dhabi's Etihad yet to decide on some Airbus, Boeing orders, CEO says<blockquote>首席执行官表示，阿布扎比阿提哈德航空尚未决定一些空客和波音订单</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-17 22:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Abu Dhabi's Etihad Airways is yet to decide on future plans for around 50 Airbus&nbsp;A320neo and Boeing&nbsp;777X jets it previously ordered, its chief executive said on Wednesday, raising uncertainty over billions of dollars of aircraft sales.</p><p><blockquote>阿布扎比阿提哈德航空公司首席执行官周三表示，该公司尚未决定此前订购的约 50 架空客 A320neo 和波音 777X 喷气式飞机的未来计划，这增加了数十亿美元飞机销售的不确定性。</blockquote></p><p> The state-owned carrier is restructuring under new management led by Tony Douglas after a failed bid last decade to compete with major Gulf carriers Emirates and Qatar Airways.</p><p><blockquote>这家国有航空公司在过去十年与主要海湾航空公司阿联酋航空和卡塔尔航空航空竞争的竞标失败后，正在由 Tony Douglas 领导的新管理层进行重组。</blockquote></p><p> Asked about Airbus A320neo and Boeing 777X ordered by previous management, Douglas said the airline was focused on sustainable growth and that a final decision had not been made.</p><p><blockquote>当被问及前任管理层订购的空客A320neo和波音777X时，道格拉斯表示，该航空公司专注于可持续增长，尚未做出最终决定。</blockquote></p><p> Uncertainty over deliveries and when the industry would recover from the pandemic had added to the complexity of making a decision on future fleet plans.</p><p><blockquote>交付量以及该行业何时从疫情中恢复过来的不确定性增加了未来车队计划决策的复杂性。</blockquote></p><p> \"The manufactures can't confirm when they are going to be delivered and you have a market that you don't know when its going to recover.\"</p><p><blockquote>“制造商无法确认何时交付，而且你的市场不知道何时会复苏。”</blockquote></p><p> The airline had three years to decide on what it would do with the A320neo order, while a decision on the 777X jets was \"way down the road\".</p><p><blockquote>该航空公司有三年的时间来决定如何处理 A320neo 订单，而关于 777X 喷气式飞机的决定“还在后面”。</blockquote></p><p> Airbus declined to comment. Boeing did not immediately respond to a request for comment.</p><p><blockquote>空客拒绝置评。波音公司没有立即回应置评请求。</blockquote></p><p> Boeing's new version of its best-selling 777 twin aisle wide-body jet has been beset by delays, while supply chain issues have hit both manufacturers.</p><p><blockquote>波音公司最畅销的 777 双通道宽体喷气式飞机的新版本一直受到延误的困扰，而供应链问题也打击了两家制造商。</blockquote></p><p> Etihad, which is in the midst of a five year downsizing to become what it calls a \"mid-sized carrier\", has 26 A320neo jets and 25 777X on order, according to the planemakers.</p><p><blockquote>据飞机制造商称，阿提哈德航空正在进行为期五年的裁员，以成为其评级的“中型航空公司”，该公司已订购了 26 架 A320neo 喷气式飞机和 25 架 777X。</blockquote></p><p> It would continue to take deliveries of Airbus A350-1000 and Boeing 787 Dreamliner liner jets, which Douglas said would become the backbone of the fleet that will trim to 65 aircraft.</p><p><blockquote>它将继续接收空客 A350-1000 和波音 787 梦想客机客机，道格拉斯表示，这些客机将成为机队的支柱，机队将削减至 65 架飞机。</blockquote></p><p> Etihad has 93 aircraft, according to its website. Douglas also said the existing 30-strong A320 fleet would likely be halved as operations reduce with a focus on profitable routes.</p><p><blockquote>据其网站称，阿提哈德航空拥有 93 架飞机。道格拉斯还表示，随着运营减少，重点放在盈利航线上，现有的 30 人 A320 机队可能会减半。</blockquote></p><p> It already plans to phase out its 5 777-300ER jets from the passenger fleet and has grounded its 10 Airbus A380s since the start of the pandemic.</p><p><blockquote>自疫情爆发以来，该公司已经计划从客运机队中逐步淘汰 5 架 777-300ER 喷气式飞机，并停飞了 10 架空客 A380。</blockquote></p><p> \"When the market comes back sustainability, then we will look at how we will scale up. We are never going to get back into the madness,\" Douglas said.</p><p><blockquote>“当市场恢复可持续性时，我们将考虑如何扩大规模。我们永远不会再陷入疯狂，”道格拉斯说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/business/aerospace-defense/etihad-may-reduce-airbus-boeing-jets-orders-ceo-says-2021-11-17/\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"https://www.reuters.com/business/aerospace-defense/etihad-may-reduce-airbus-boeing-jets-orders-ceo-says-2021-11-17/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155138088","content_text":"Abu Dhabi's Etihad Airways is yet to decide on future plans for around 50 Airbus A320neo and Boeing 777X jets it previously ordered, its chief executive said on Wednesday, raising uncertainty over billions of dollars of aircraft sales.\nThe state-owned carrier is restructuring under new management led by Tony Douglas after a failed bid last decade to compete with major Gulf carriers Emirates and Qatar Airways.\nAsked about Airbus A320neo and Boeing 777X ordered by previous management, Douglas said the airline was focused on sustainable growth and that a final decision had not been made.\nUncertainty over deliveries and when the industry would recover from the pandemic had added to the complexity of making a decision on future fleet plans.\n\"The manufactures can't confirm when they are going to be delivered and you have a market that you don't know when its going to recover.\"\nThe airline had three years to decide on what it would do with the A320neo order, while a decision on the 777X jets was \"way down the road\".\nAirbus declined to comment. Boeing did not immediately respond to a request for comment.\nBoeing's new version of its best-selling 777 twin aisle wide-body jet has been beset by delays, while supply chain issues have hit both manufacturers.\nEtihad, which is in the midst of a five year downsizing to become what it calls a \"mid-sized carrier\", has 26 A320neo jets and 25 777X on order, according to the planemakers.\nIt would continue to take deliveries of Airbus A350-1000 and Boeing 787 Dreamliner liner jets, which Douglas said would become the backbone of the fleet that will trim to 65 aircraft.\nEtihad has 93 aircraft, according to its website. Douglas also said the existing 30-strong A320 fleet would likely be halved as operations reduce with a focus on profitable routes.\nIt already plans to phase out its 5 777-300ER jets from the passenger fleet and has grounded its 10 Airbus A380s since the start of the pandemic.\n\"When the market comes back sustainability, then we will look at how we will scale up. We are never going to get back into the madness,\" Douglas said.","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":3330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191917543,"gmtCreate":1620833291482,"gmtModify":1634195960880,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572401971897760","authorIdStr":"3572401971897760"},"themes":[],"title":"","htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/191917543","repostId":"1145231490","repostType":4,"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329733193,"gmtCreate":1615278921912,"gmtModify":1703486637326,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572401971897760","authorIdStr":"3572401971897760"},"themes":[],"title":"","htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/329733193","repostId":"1183729076","repostType":4,"repost":{"id":"1183729076","kind":"news","pubTimestamp":1615278840,"share":"https://www.laohunote.com/m/news/1183729076?lang=zh_CN&edition=full","pubTime":"2021-03-09 16:34","market":"us","language":"en","title":"Airbnb, Lyft and Other Stocks Set to Benefit From a Consumer Spending Boom<blockquote>Airbnb、Lyft和其他股票将受益于消费者支出繁荣</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183729076","media":"Barrons","summary":"The strongest consumer stock backdrop in decades may be around the corner and there are plenty of st","content":"<p>The strongest consumer stock backdrop in decades may be around the corner and there are plenty of stocks well positioned to benefit, according to Jefferies analysts.</p><p><blockquote>杰富瑞 (Jefferies) 分析师表示，几十年来最强劲的消费股背景可能即将到来，并且有大量股票处于有利地位，可以从中受益。</blockquote></p><p> A surge in personal income, alongside the reopening of the economy will “unleash substantial pent-up demand” in service sector consumption, said chief economist Aneta Markowska in a note on Sunday. She projected personal consumption expenditure (PCE)—a measure of consumer spending—to grow 7% this year and 4.1% in 2022. That assumes average PCE growth of more than 4% for eight consecutive quarters for the time since the 1990s.Stimulus and pent-up demandwould indicate strong spending at the high and low ends, she added.</p><p><blockquote>首席经济学家阿内塔-马尔科夫斯卡（Aneta Markowska）在周日的一份报告中说，个人收入的激增加上经济的重新开放，将 “释放大量被压抑的需求”。她预计个人消费支出 (PCE)（衡量消费者支出的指标）今年将增长 7%，2022 年将增长 4.1%。这是假设自 20 世纪 90 年代以来 PCE 平均增长率连续八个季度超过 4%。她补充说，刺激措施和被压抑的需求将表明高端和低端支出强劲。</blockquote></p><p> Jefferies analysts covering a number of sectors used Markowska’s estimates to pick stocks most exposed to such a surge in consumption.</p><p><blockquote>杰富瑞（Jefferies）分析了多个行业的分析师利用马尔科夫斯卡的估算，挑选出了最容易受到消费激增影响的股票。</blockquote></p><p> Equity analyst Brent Thill said ride-sharing companyLyftwas one of his top reopening plays for 2021, as people return to bars, restaurants and other hospitality venues. He noted that Lyft shifted focus to its cost structure during the Covid-19 pandemic, which should “produce outsized leverage” as revenues rebound. He projected a return to pre-pandemic revenue levels by the fourth quarter, rating the stock a buy with a target price of $75 and an upside target of $85.</p><p><blockquote>股票分析师布伦特·蒂尔 (Brent Thill) 表示，随着人们重返酒吧、餐馆和其他接待场所，拼车公司 Lyft 是他 2021 年最热门的重新开业项目之一。他指出，在 Covid-19 大流行期间，Lyft将重点转移到了成本结构上，随着收入的反弹，这将 “产生巨大的杠杆作用”。他预计到第四季度收入水平将恢复到大流行前的水平，并将该股评级为买入，目标价为 75 美元，上涨目标为 85 美元。</blockquote></p><p> Thill also said online travel names would be among the biggest beneficiaries of the accelerating vaccine rollout and a subsequent travel rebound, pickingAirbnband Booking. He gave Airbnb a buy rating, with a target price of $210 and upside target price of $250, while Booking had a hold rating with an upside target of $2,700.</p><p><blockquote>蒂尔还表示，在线旅游名称将是疫苗加速推出和随后旅游反弹的最大受益者之一，pickingAirbnband预订。他给予爱彼迎买入评级，目标价为210美元，上行目标价为250美元，而Booking给予持有评级，上行目标价为2700美元。</blockquote></p><p> When it comes to airlines, one of the hardest-hit sectors throughout the pandemic, equity analyst Sheila Kahyaoglu saidSouthwest Airlineswas best placed to benefit from pent-up demand in the second half of the year. She said domestic travel restrictions were likely to be lifted before international restrictions, giving the airline an advantage, adding that it was set to “aggressively take market share” from its peers. She rated the stock a buy with an upside target of $80, compared with Friday’s closing price of $56.92.</p><p><blockquote>股票分析师 Sheila Kahyaoglu 表示，对于整个疫情受影响最严重的行业之一航空公司，西南航空公司最有可能从下半年被压抑的需求中受益。她说，国内旅行限制很可能会在国际限制之前取消，这将给该航空公司带来优势，并补充说，该航空公司将 “积极抢占市场份额”。她将该股评级为买入，上涨目标为 80 美元，而周五收盘价为 56.92 美元。</blockquote></p><p> In the restaurants and food service sector, analysts Andy Barish and Alexander Slagle said the full-service segment was likely to benefit the most from the recovery, with pent-up demand for food outside of the home emerging as a powerful driver. They highlightedOutback SteakhouseownerBloomin’ Brandsand Chili’s ownerBrinkeras two buy-rated stocks to watch.</p><p><blockquote>在餐馆和食品服务行业，分析师安迪·巴里什（Andy Barish）和亚历山大·斯莱格（Alexander Slagle）表示，全方位服务领域可能会从复苏中受益最大，家庭以外被压抑的食品需求成为一个强大的驱动力。他们将 Doutback SteakhouseownerBloomin' Brands 和 Chili 的所有者 Brinkers 列为两只值得关注的买入评级股票。</blockquote></p><p> In the food sector itself, analyst Rob Dickerson said&nbsp;Beyond Meat,J&amp;J Snack Foods&nbsp;and&nbsp;Lamb Westonhad the most potential upside due to its exposure to the food service channel, but he rated all three stocks ‘hold’.</p><p><blockquote>在食品行业本身，分析师罗布-迪克森（Rob Dickerson）说，除了肉类之外，强生零食公司（J&amp;J Snack Foods）和兰姆-韦斯顿（Lamb Weston）由于涉足餐饮服务渠道，最具潜力，但他对这三只股票的评级均为 “持有 ”。</blockquote></p><p> The report also selects a host of retail names, including home improvement storesLowe’sandHome Depot,and major retailers such asKohl’sandWalmartas foot traffic picks up and spending increases.</p><p><blockquote>报告还选取了一系列零售商，包括家装商店 Slowe's sandHome Depot，以及 Kohl's SandWalmarta 等大型零售商。</blockquote></p><p> Value-orientated names in the specialty retail industry, such asDollar General,BurlingtonandFive Belowwere also mentioned, whileCaesars EntertainmentandSix Flagswere preferred in the gaming and leisure sector.</p><p><blockquote>还提到了专业零售行业中以价值为导向的名称，如 Dollar General、Burlington 和 Five Belowned，而凯撒娱乐和六旗则是游戏和休闲行业的首选。</blockquote></p><p></p>","source":"lsy1601382232898","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>Airbnb, Lyft and Other Stocks Set to Benefit From a Consumer Spending Boom<blockquote>Airbnb、Lyft和其他股票将受益于消费者支出繁荣</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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She projected personal consumption expenditure (PCE)—a measure of consumer spending—to grow 7% this year and 4.1% in 2022. That assumes average PCE growth of more than 4% for eight consecutive quarters for the time since the 1990s.Stimulus and pent-up demandwould indicate strong spending at the high and low ends, she added.</p><p><blockquote>首席经济学家阿内塔-马尔科夫斯卡（Aneta Markowska）在周日的一份报告中说，个人收入的激增加上经济的重新开放，将 “释放大量被压抑的需求”。她预计个人消费支出 (PCE)（衡量消费者支出的指标）今年将增长 7%，2022 年将增长 4.1%。这是假设自 20 世纪 90 年代以来 PCE 平均增长率连续八个季度超过 4%。她补充说，刺激措施和被压抑的需求将表明高端和低端支出强劲。</blockquote></p><p> Jefferies analysts covering a number of sectors used Markowska’s estimates to pick stocks most exposed to such a surge in consumption.</p><p><blockquote>杰富瑞（Jefferies）分析了多个行业的分析师利用马尔科夫斯卡的估算，挑选出了最容易受到消费激增影响的股票。</blockquote></p><p> Equity analyst Brent Thill said ride-sharing companyLyftwas one of his top reopening plays for 2021, as people return to bars, restaurants and other hospitality venues. He noted that Lyft shifted focus to its cost structure during the Covid-19 pandemic, which should “produce outsized leverage” as revenues rebound. He projected a return to pre-pandemic revenue levels by the fourth quarter, rating the stock a buy with a target price of $75 and an upside target of $85.</p><p><blockquote>股票分析师布伦特·蒂尔 (Brent Thill) 表示，随着人们重返酒吧、餐馆和其他接待场所，拼车公司 Lyft 是他 2021 年最热门的重新开业项目之一。他指出，在 Covid-19 大流行期间，Lyft将重点转移到了成本结构上，随着收入的反弹，这将 “产生巨大的杠杆作用”。他预计到第四季度收入水平将恢复到大流行前的水平，并将该股评级为买入，目标价为 75 美元，上涨目标为 85 美元。</blockquote></p><p> Thill also said online travel names would be among the biggest beneficiaries of the accelerating vaccine rollout and a subsequent travel rebound, pickingAirbnband Booking. He gave Airbnb a buy rating, with a target price of $210 and upside target price of $250, while Booking had a hold rating with an upside target of $2,700.</p><p><blockquote>蒂尔还表示，在线旅游名称将是疫苗加速推出和随后旅游反弹的最大受益者之一，pickingAirbnband预订。他给予爱彼迎买入评级，目标价为210美元，上行目标价为250美元，而Booking给予持有评级，上行目标价为2700美元。</blockquote></p><p> When it comes to airlines, one of the hardest-hit sectors throughout the pandemic, equity analyst Sheila Kahyaoglu saidSouthwest Airlineswas best placed to benefit from pent-up demand in the second half of the year. She said domestic travel restrictions were likely to be lifted before international restrictions, giving the airline an advantage, adding that it was set to “aggressively take market share” from its peers. She rated the stock a buy with an upside target of $80, compared with Friday’s closing price of $56.92.</p><p><blockquote>股票分析师 Sheila Kahyaoglu 表示，对于整个疫情受影响最严重的行业之一航空公司，西南航空公司最有可能从下半年被压抑的需求中受益。她说，国内旅行限制很可能会在国际限制之前取消，这将给该航空公司带来优势，并补充说，该航空公司将 “积极抢占市场份额”。她将该股评级为买入，上涨目标为 80 美元，而周五收盘价为 56.92 美元。</blockquote></p><p> In the restaurants and food service sector, analysts Andy Barish and Alexander Slagle said the full-service segment was likely to benefit the most from the recovery, with pent-up demand for food outside of the home emerging as a powerful driver. They highlightedOutback SteakhouseownerBloomin’ Brandsand Chili’s ownerBrinkeras two buy-rated stocks to watch.</p><p><blockquote>在餐馆和食品服务行业，分析师安迪·巴里什（Andy Barish）和亚历山大·斯莱格（Alexander Slagle）表示，全方位服务领域可能会从复苏中受益最大，家庭以外被压抑的食品需求成为一个强大的驱动力。他们将 Doutback SteakhouseownerBloomin' Brands 和 Chili 的所有者 Brinkers 列为两只值得关注的买入评级股票。</blockquote></p><p> In the food sector itself, analyst Rob Dickerson said&nbsp;Beyond Meat,J&amp;J Snack Foods&nbsp;and&nbsp;Lamb Westonhad the most potential upside due to its exposure to the food service channel, but he rated all three stocks ‘hold’.</p><p><blockquote>在食品行业本身，分析师罗布-迪克森（Rob Dickerson）说，除了肉类之外，强生零食公司（J&amp;J Snack Foods）和兰姆-韦斯顿（Lamb Weston）由于涉足餐饮服务渠道，最具潜力，但他对这三只股票的评级均为 “持有 ”。</blockquote></p><p> The report also selects a host of retail names, including home improvement storesLowe’sandHome Depot,and major retailers such asKohl’sandWalmartas foot traffic picks up and spending increases.</p><p><blockquote>报告还选取了一系列零售商，包括家装商店 Slowe's sandHome Depot，以及 Kohl's SandWalmarta 等大型零售商。</blockquote></p><p> Value-orientated names in the specialty retail industry, such asDollar General,BurlingtonandFive Belowwere also mentioned, whileCaesars EntertainmentandSix Flagswere preferred in the gaming and leisure sector.</p><p><blockquote>还提到了专业零售行业中以价值为导向的名称，如 Dollar General、Burlington 和 Five Belowned，而凯撒娱乐和六旗则是游戏和休闲行业的首选。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/airbnb-lyft-and-other-stocks-set-to-benefit-from-a-consumer-spending-boom-51615224005?mod=RTA\">Barrons</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":{"BYND":"Beyond Meat, Inc.","ABNB":"爱彼迎","LUV":"西南航空","LYFT":"Lyft, Inc."},"source_url":"https://www.barrons.com/articles/airbnb-lyft-and-other-stocks-set-to-benefit-from-a-consumer-spending-boom-51615224005?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183729076","content_text":"The strongest consumer stock backdrop in decades may be around the corner and there are plenty of stocks well positioned to benefit, according to Jefferies analysts.\nA surge in personal income, alongside the reopening of the economy will “unleash substantial pent-up demand” in service sector consumption, said chief economist Aneta Markowska in a note on Sunday. She projected personal consumption expenditure (PCE)—a measure of consumer spending—to grow 7% this year and 4.1% in 2022. That assumes average PCE growth of more than 4% for eight consecutive quarters for the time since the 1990s.Stimulus and pent-up demandwould indicate strong spending at the high and low ends, she added.\nJefferies analysts covering a number of sectors used Markowska’s estimates to pick stocks most exposed to such a surge in consumption.\nEquity analyst Brent Thill said ride-sharing companyLyftwas one of his top reopening plays for 2021, as people return to bars, restaurants and other hospitality venues. He noted that Lyft shifted focus to its cost structure during the Covid-19 pandemic, which should “produce outsized leverage” as revenues rebound. He projected a return to pre-pandemic revenue levels by the fourth quarter, rating the stock a buy with a target price of $75 and an upside target of $85.\nThill also said online travel names would be among the biggest beneficiaries of the accelerating vaccine rollout and a subsequent travel rebound, pickingAirbnband Booking. He gave Airbnb a buy rating, with a target price of $210 and upside target price of $250, while Booking had a hold rating with an upside target of $2,700.\nWhen it comes to airlines, one of the hardest-hit sectors throughout the pandemic, equity analyst Sheila Kahyaoglu saidSouthwest Airlineswas best placed to benefit from pent-up demand in the second half of the year. She said domestic travel restrictions were likely to be lifted before international restrictions, giving the airline an advantage, adding that it was set to “aggressively take market share” from its peers. She rated the stock a buy with an upside target of $80, compared with Friday’s closing price of $56.92.\nIn the restaurants and food service sector, analysts Andy Barish and Alexander Slagle said the full-service segment was likely to benefit the most from the recovery, with pent-up demand for food outside of the home emerging as a powerful driver. They highlightedOutback SteakhouseownerBloomin’ Brandsand Chili’s ownerBrinkeras two buy-rated stocks to watch.\nIn the food sector itself, analyst Rob Dickerson said Beyond Meat,J&J Snack Foods and Lamb Westonhad the most potential upside due to its exposure to the food service channel, but he rated all three stocks ‘hold’.\nThe report also selects a host of retail names, including home improvement storesLowe’sandHome Depot,and major retailers such asKohl’sandWalmartas foot traffic picks up and spending increases.\nValue-orientated names in the specialty retail industry, such asDollar General,BurlingtonandFive Belowwere also mentioned, whileCaesars EntertainmentandSix Flagswere preferred in the gaming and leisure sector.","news_type":1,"symbols_score_info":{"BYND":0.9,"LUV":0.9,"LYFT":0.9,"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":822282798,"gmtCreate":1634134760893,"gmtModify":1634134774422,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572401971897760","authorIdStr":"3572401971897760"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>please go up!","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>please go up!","text":"$Palantir Technologies Inc.(PLTR)$please go up!","images":[{"img":"https://static.tigerbbs.com/efb053bb8b2981ea1ddc76371cffea33","width":"1080","height":"3075"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822282798","isVote":1,"tweetType":1,"viewCount":3033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":366759758,"gmtCreate":1614566115874,"gmtModify":1703478258155,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572401971897760","authorIdStr":"3572401971897760"},"themes":[],"title":"","htmlText":"Change!!!","listText":"Change!!!","text":"Change!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/366759758","repostId":"2116658491","repostType":4,"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366759684,"gmtCreate":1614566091048,"gmtModify":1703478257986,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572401971897760","authorIdStr":"3572401971897760"},"themes":[],"title":"","htmlText":"Aiyoo","listText":"Aiyoo","text":"Aiyoo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/366759684","repostId":"2116582728","repostType":4,"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698474735,"gmtCreate":1640520483272,"gmtModify":1640520483491,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572401971897760","authorIdStr":"3572401971897760"},"themes":[],"title":"","htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698474735","repostId":"2193178197","repostType":4,"isVote":1,"tweetType":1,"viewCount":4322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355976906,"gmtCreate":1617026493605,"gmtModify":1634523057871,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572401971897760","authorIdStr":"3572401971897760"},"themes":[],"title":"","htmlText":"Coinssss","listText":"Coinssss","text":"Coinssss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/355976906","isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}