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2021-12-26

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2021-12-01

Pfizer!

Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna或辉瑞股票：随着奥密克戎蔓延，该买哪一只？</blockquote>

2021-11-27

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2021-11-17

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2021-10-13

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

2021-06-16

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22:21","market":"us","language":"en","title":"Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna或辉瑞股票：随着奥密克戎蔓延，该买哪一只？</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>自发现奥密克戎变种以来，对大流行的担忧再次出现，疫苗相关股票重新成为人们关注的焦点。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。新变种奥密克戎重新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，奥密克戎新闻频道播出后，股市遭到抛售。由于不确定性，标普500下跌2%。Moderna股票是为数不多的上涨者之一，该股在周五交易时段上涨了20%，而辉瑞股票则小幅上涨了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：在奥密克戎恐惧挥之不去的情况下，哪一家更值得买入？</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>Moderna股票目前有13名分析师一致持有，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，股价可能已经领先于基本面，因为自COVID-19大流行开始以来，MRNA已上涨超过1,200%。</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>关于Moderna股票的最新报告来自Piper Sandler的Edward Tenthoff，他重申了买入建议，并在奥密克戎新闻的支持下预测目标价为348美元。分析师认为，该公司已为新变种的出现做好了准备，并且“非常适合快速更换新版本的刺突抗原”以制造新的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Matthew Harrison一周前重申了对MRNA的中性评级，目标价为313美元。该分析师提到，Moderna年底前流感疫苗数据的公布可能会成为该股的积极催化剂。如果结果是积极的，市场可能会预计长期流感和新冠疫苗收入约为100亿美元，使股价上涨10%。</blockquote></p><p> <b>Pfizer: moderate buy, but experts are skeptical</b></p><p><blockquote><b>辉瑞：适度买入，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，继11月份上涨之后，估值可能会被拉低。根据13份报告，PFE给予适度买入建议，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Chris Schott将辉瑞的目标价从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，但他不会对近期股价上涨感到惊讶奥密克戎头条新闻。</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>PFE的最新更新来自瑞穗证券的Vamil Divan。他对辉瑞股票持怀疑态度，并认为下行风险为16%。但这位分析师表示，奥密克戎可能会增加近期对辉瑞COVID-19疫苗的需求，尤其是加强剂量。</blockquote></p><p> <b>Wall Street Memes’ take</b></p><p><blockquote><b>华尔街模因的看法</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>COVID-19疫苗制造商在短期内自然可能会从奥密克戎担忧中受益。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表现。</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>辉瑞比Moderna大得多，市值为3000亿美元，而Moderna为1330亿美元。两家公司都拥有强大的疫苗管道和技术，但Moderna可能会从当前的大流行中受益，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COVID-19发展的更好短期赌注。然而，出于同样的原因，并且由于2023年市盈率高达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可能是整个医疗保健领域更好的长期押注，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或辉瑞股票：随着奥密克戎蔓延，该买哪一只？</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或辉瑞股票：随着奥密克戎蔓延，该买哪一只？</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>自发现奥密克戎变种以来，对大流行的担忧再次出现，疫苗相关股票重新成为人们关注的焦点。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。新变种奥密克戎重新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，奥密克戎新闻频道播出后，股市遭到抛售。由于不确定性，标普500下跌2%。Moderna股票是为数不多的上涨者之一，该股在周五交易时段上涨了20%，而辉瑞股票则小幅上涨了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：在奥密克戎恐惧挥之不去的情况下，哪一家更值得买入？</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>Moderna股票目前有13名分析师一致持有，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，股价可能已经领先于基本面，因为自COVID-19大流行开始以来，MRNA已上涨超过1,200%。</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>关于Moderna股票的最新报告来自Piper Sandler的Edward Tenthoff，他重申了买入建议，并在奥密克戎新闻的支持下预测目标价为348美元。分析师认为，该公司已为新变种的出现做好了准备，并且“非常适合快速更换新版本的刺突抗原”以制造新的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Matthew Harrison一周前重申了对MRNA的中性评级，目标价为313美元。该分析师提到，Moderna年底前流感疫苗数据的公布可能会成为该股的积极催化剂。如果结果是积极的，市场可能会预计长期流感和新冠疫苗收入约为100亿美元，使股价上涨10%。</blockquote></p><p> <b>Pfizer: moderate buy, but experts are skeptical</b></p><p><blockquote><b>辉瑞：适度买入，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，继11月份上涨之后，估值可能会被拉低。根据13份报告，PFE给予适度买入建议，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Chris Schott将辉瑞的目标价从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，但他不会对近期股价上涨感到惊讶奥密克戎头条新闻。</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>PFE的最新更新来自瑞穗证券的Vamil Divan。他对辉瑞股票持怀疑态度，并认为下行风险为16%。但这位分析师表示，奥密克戎可能会增加近期对辉瑞COVID-19疫苗的需求，尤其是加强剂量。</blockquote></p><p> <b>Wall Street Memes’ take</b></p><p><blockquote><b>华尔街模因的看法</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>COVID-19疫苗制造商在短期内自然可能会从奥密克戎担忧中受益。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表现。</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>辉瑞比Moderna大得多，市值为3000亿美元，而Moderna为1330亿美元。两家公司都拥有强大的疫苗管道和技术，但Moderna可能会从当前的大流行中受益，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COVID-19发展的更好短期赌注。然而，出于同样的原因，并且由于2023年市盈率高达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可能是整个医疗保健领域更好的长期押注，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 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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.laohu8.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>阿布扎比阿提哈德航空首席执行官表示，尚未就空客和波音的一些订单做出决定</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(Etihad Airways)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A 320 Neo和波音777 X喷气式飞机的未来计划，这给数十亿美元的飞机销售带来了不确定性。</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失败后，正在Tony Douglas领导的新管理层下进行重组。</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>交付以及该行业何时从大流行中恢复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，阿提哈德航空公司正在进行为期五年的裁员，以成为其评级中的“中型航空公司”，该公司已订购26架A320neo喷气式飞机和25架777 X飞机。</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，道格拉斯表示，这将成为机队的骨干，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>据阿提哈德网站称，其拥有93架飞机。道格拉斯还表示，随着业务减少，现有的30架A320机队可能会减半，重点是盈利航线。</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，该公司已计划逐步淘汰其客运机队中的5架777-300ER喷气式飞机，并已停飞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>道格拉斯说：“当市场恢复可持续性时，我们将考虑如何扩大规模。我们永远不会回到疯狂的状态。”</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>阿布扎比阿提哈德航空首席执行官表示，尚未就空客和波音的一些订单做出决定</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>阿布扎比阿提哈德航空首席执行官表示，尚未就空客和波音的一些订单做出决定</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(Etihad Airways)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A 320 Neo和波音777 X喷气式飞机的未来计划，这给数十亿美元的飞机销售带来了不确定性。</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失败后，正在Tony Douglas领导的新管理层下进行重组。</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>交付以及该行业何时从大流行中恢复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，阿提哈德航空公司正在进行为期五年的裁员，以成为其评级中的“中型航空公司”，该公司已订购26架A320neo喷气式飞机和25架777 X飞机。</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，道格拉斯表示，这将成为机队的骨干，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>据阿提哈德网站称，其拥有93架飞机。道格拉斯还表示，随着业务减少，现有的30架A320机队可能会减半，重点是盈利航线。</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，该公司已计划逐步淘汰其客运机队中的5架777-300ER喷气式飞机，并已停飞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>道格拉斯说：“当市场恢复可持续性时，我们将考虑如何扩大规模。我们永远不会回到疯狂的状态。”</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":2570,"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":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572401971897760","idStr":"3572401971897760"},"themes":[],"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":462,"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":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572401971897760","idStr":"3572401971897760"},"themes":[],"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.laohu8.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热潮</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，而且许多股票都处于有利地位，可以受益。</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Aneta Markowska在周日的一份报告中表示，个人收入的激增以及经济的重新开放将“释放服务业消费中被压抑的大量需求”。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年代以来连续八个季度平均PCE增长率超过4%。她补充说，刺激和被压抑的需求将表明高端和低端的支出强劲。</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)涵盖多个行业的分析师利用Markowska的估计来挑选受消费激增影响最大的股票。</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年重新开业的热门公司之一。他指出，Lyft在Covid-19大流行期间将重点转移到其成本结构上，随着收入反弹，这应该会“产生巨大的杠杆作用”。他预计到第四季度收入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，上行目标为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，在线旅游公司将成为疫苗加速推出和随后旅游反弹的最大受益者之一，选择AirbnBand Booking。他给予爱彼迎买入评级，目标价210美元，上行目标价250美元，Booking持有评级，上行目标价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>谈到航空业（整个疫情中受打击最严重的行业之一），股票分析师希拉·卡亚奥格鲁(Sheila Kahyaoglu)表示，西南航空最有可能从下半年被压抑的需求中受益。她表示，国内旅行限制可能会在国际限制之前取消，这将使该航空公司具有优势，并补充说，该公司将从同行那里“积极夺取市场份额”。她将该股评级为买入，上行目标为80美元，上周五收盘价为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·斯拉格（Alexander Slagle）表示，全方位服务领域可能从复苏中受益最多，被压抑的家庭以外食品需求成为强大的驱动力。他们重点介绍了Outback牛排餐厅老板Bloomin'Brands和Chili's老板Brinkeras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Rob Dickerson表示，Beyond Meat、强生休闲食品和Lamb Weston由于涉足食品服务渠道而具有最大的潜在上涨空间，但他将这三只股票评级为“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>该报告还选择了许多零售商，包括家装商店Lowe’s和Home Depot，以及主要零售商，如Kohl’s和Walmartas，客流量增加，支出增加。</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公司，例如Dollar General、Burlington和Five Belows，而游戏和休闲行业中更受青睐的是凯撒娱乐和六旗。</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热潮</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\">\nAirbnb, 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热潮</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-09 16:34</span>\n</p>\n</h4>\n</header>\n<article>\n<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，而且许多股票都处于有利地位，可以受益。</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Aneta Markowska在周日的一份报告中表示，个人收入的激增以及经济的重新开放将“释放服务业消费中被压抑的大量需求”。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年代以来连续八个季度平均PCE增长率超过4%。她补充说，刺激和被压抑的需求将表明高端和低端的支出强劲。</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)涵盖多个行业的分析师利用Markowska的估计来挑选受消费激增影响最大的股票。</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年重新开业的热门公司之一。他指出，Lyft在Covid-19大流行期间将重点转移到其成本结构上，随着收入反弹，这应该会“产生巨大的杠杆作用”。他预计到第四季度收入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，上行目标为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，在线旅游公司将成为疫苗加速推出和随后旅游反弹的最大受益者之一，选择AirbnBand Booking。他给予爱彼迎买入评级，目标价210美元，上行目标价250美元，Booking持有评级，上行目标价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>谈到航空业（整个疫情中受打击最严重的行业之一），股票分析师希拉·卡亚奥格鲁(Sheila Kahyaoglu)表示，西南航空最有可能从下半年被压抑的需求中受益。她表示，国内旅行限制可能会在国际限制之前取消，这将使该航空公司具有优势，并补充说，该公司将从同行那里“积极夺取市场份额”。她将该股评级为买入，上行目标为80美元，上周五收盘价为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·斯拉格（Alexander Slagle）表示，全方位服务领域可能从复苏中受益最多，被压抑的家庭以外食品需求成为强大的驱动力。他们重点介绍了Outback牛排餐厅老板Bloomin'Brands和Chili's老板Brinkeras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Rob Dickerson表示，Beyond Meat、强生休闲食品和Lamb Weston由于涉足食品服务渠道而具有最大的潜在上涨空间，但他将这三只股票评级为“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>该报告还选择了许多零售商，包括家装商店Lowe’s和Home Depot，以及主要零售商，如Kohl’s和Walmartas，客流量增加，支出增加。</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公司，例如Dollar General、Burlington和Five Belows，而游戏和休闲行业中更受青睐的是凯撒娱乐和六旗。</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","LYFT":"Lyft, Inc.","LUV":"西南航空"},"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 $56.92.\nIn the restaurants and food service sector, analysts Andy Barish and Alexander Slagle said the full-service segment was likely to benefit the most from the recovery, with pent-up demand for food outside of the home emerging as a powerful driver. They highlightedOutback SteakhouseownerBloomin’ Brandsand Chili’s ownerBrinkeras two buy-rated stocks to watch.\nIn the food sector itself, analyst Rob Dickerson said Beyond Meat,J&J Snack Foods and Lamb Westonhad the most potential upside due to its exposure to the food service channel, but he rated all three stocks ‘hold’.\nThe report also selects a host of retail names, including home improvement storesLowe’sandHome Depot,and major retailers such asKohl’sandWalmartas foot traffic picks up and spending increases.\nValue-orientated names in the specialty retail industry, such asDollar General,BurlingtonandFive Belowwere also mentioned, whileCaesars EntertainmentandSix Flagswere preferred in the gaming and leisure sector.","news_type":1,"symbols_score_info":{"LYFT":0.9,"ABNB":0.9,"BYND":0.9,"LUV":0.9}},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":822282798,"gmtCreate":1634134760893,"gmtModify":1634134774422,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572401971897760","idStr":"3572401971897760"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$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":2254,"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":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572401971897760","idStr":"3572401971897760"},"themes":[],"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":265,"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":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572401971897760","idStr":"3572401971897760"},"themes":[],"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":438,"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":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572401971897760","idStr":"3572401971897760"},"themes":[],"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":3344,"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":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572401971897760","idStr":"3572401971897760"},"themes":[],"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":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382069852,"gmtCreate":1613306418676,"gmtModify":1634553968096,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572401971897760","idStr":"3572401971897760"},"themes":[],"htmlText":"Ohhhh","listText":"Ohhhh","text":"Ohhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382069852","repostId":"2110904027","repostType":4,"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603328837,"gmtCreate":1638368642250,"gmtModify":1638368642603,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572401971897760","idStr":"3572401971897760"},"themes":[],"htmlText":"Pfizer!","listText":"Pfizer!","text":"Pfizer!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603328837","repostId":"1119742422","repostType":4,"repost":{"id":"1119742422","kind":"news","pubTimestamp":1638368504,"share":"https://www.laohu8.com/m/news/1119742422?lang=zh_CN&edition=full","pubTime":"2021-12-01 22:21","market":"us","language":"en","title":"Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna或辉瑞股票：随着奥密克戎蔓延，该买哪一只？</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>自发现奥密克戎变种以来，对大流行的担忧再次出现，疫苗相关股票重新成为人们关注的焦点。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。新变种奥密克戎重新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，奥密克戎新闻频道播出后，股市遭到抛售。由于不确定性，标普500下跌2%。Moderna股票是为数不多的上涨者之一，该股在周五交易时段上涨了20%，而辉瑞股票则小幅上涨了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：在奥密克戎恐惧挥之不去的情况下，哪一家更值得买入？</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>Moderna股票目前有13名分析师一致持有，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，股价可能已经领先于基本面，因为自COVID-19大流行开始以来，MRNA已上涨超过1,200%。</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>关于Moderna股票的最新报告来自Piper Sandler的Edward Tenthoff，他重申了买入建议，并在奥密克戎新闻的支持下预测目标价为348美元。分析师认为，该公司已为新变种的出现做好了准备，并且“非常适合快速更换新版本的刺突抗原”以制造新的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Matthew Harrison一周前重申了对MRNA的中性评级，目标价为313美元。该分析师提到，Moderna年底前流感疫苗数据的公布可能会成为该股的积极催化剂。如果结果是积极的，市场可能会预计长期流感和新冠疫苗收入约为100亿美元，使股价上涨10%。</blockquote></p><p> <b>Pfizer: moderate buy, but experts are skeptical</b></p><p><blockquote><b>辉瑞：适度买入，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，继11月份上涨之后，估值可能会被拉低。根据13份报告，PFE给予适度买入建议，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Chris Schott将辉瑞的目标价从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，但他不会对近期股价上涨感到惊讶奥密克戎头条新闻。</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>PFE的最新更新来自瑞穗证券的Vamil Divan。他对辉瑞股票持怀疑态度，并认为下行风险为16%。但这位分析师表示，奥密克戎可能会增加近期对辉瑞COVID-19疫苗的需求，尤其是加强剂量。</blockquote></p><p> <b>Wall Street Memes’ take</b></p><p><blockquote><b>华尔街模因的看法</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>COVID-19疫苗制造商在短期内自然可能会从奥密克戎担忧中受益。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表现。</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>辉瑞比Moderna大得多，市值为3000亿美元，而Moderna为1330亿美元。两家公司都拥有强大的疫苗管道和技术，但Moderna可能会从当前的大流行中受益，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COVID-19发展的更好短期赌注。然而，出于同样的原因，并且由于2023年市盈率高达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可能是整个医疗保健领域更好的长期押注，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或辉瑞股票：随着奥密克戎蔓延，该买哪一只？</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或辉瑞股票：随着奥密克戎蔓延，该买哪一只？</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>自发现奥密克戎变种以来，对大流行的担忧再次出现，疫苗相关股票重新成为人们关注的焦点。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。新变种奥密克戎重新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，奥密克戎新闻频道播出后，股市遭到抛售。由于不确定性，标普500下跌2%。Moderna股票是为数不多的上涨者之一，该股在周五交易时段上涨了20%，而辉瑞股票则小幅上涨了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：在奥密克戎恐惧挥之不去的情况下，哪一家更值得买入？</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>Moderna股票目前有13名分析师一致持有，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，股价可能已经领先于基本面，因为自COVID-19大流行开始以来，MRNA已上涨超过1,200%。</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>关于Moderna股票的最新报告来自Piper Sandler的Edward Tenthoff，他重申了买入建议，并在奥密克戎新闻的支持下预测目标价为348美元。分析师认为，该公司已为新变种的出现做好了准备，并且“非常适合快速更换新版本的刺突抗原”以制造新的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Matthew Harrison一周前重申了对MRNA的中性评级，目标价为313美元。该分析师提到，Moderna年底前流感疫苗数据的公布可能会成为该股的积极催化剂。如果结果是积极的，市场可能会预计长期流感和新冠疫苗收入约为100亿美元，使股价上涨10%。</blockquote></p><p> <b>Pfizer: moderate buy, but experts are skeptical</b></p><p><blockquote><b>辉瑞：适度买入，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，继11月份上涨之后，估值可能会被拉低。根据13份报告，PFE给予适度买入建议，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Chris Schott将辉瑞的目标价从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，但他不会对近期股价上涨感到惊讶奥密克戎头条新闻。</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>PFE的最新更新来自瑞穗证券的Vamil Divan。他对辉瑞股票持怀疑态度，并认为下行风险为16%。但这位分析师表示，奥密克戎可能会增加近期对辉瑞COVID-19疫苗的需求，尤其是加强剂量。</blockquote></p><p> <b>Wall Street Memes’ take</b></p><p><blockquote><b>华尔街模因的看法</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>COVID-19疫苗制造商在短期内自然可能会从奥密克戎担忧中受益。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表现。</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>辉瑞比Moderna大得多，市值为3000亿美元，而Moderna为1330亿美元。两家公司都拥有强大的疫苗管道和技术，但Moderna可能会从当前的大流行中受益，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COVID-19发展的更好短期赌注。然而，出于同样的原因，并且由于2023年市盈率高达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可能是整个医疗保健领域更好的长期押注，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":{"PFE":0.9,"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":3918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197835158,"gmtCreate":1621438558574,"gmtModify":1634189128286,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572401971897760","idStr":"3572401971897760"},"themes":[],"htmlText":"Coins","listText":"Coins","text":"Coins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/197835158","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325222836,"gmtCreate":1615903136925,"gmtModify":1703494777320,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572401971897760","idStr":"3572401971897760"},"themes":[],"htmlText":"Coins coins coins","listText":"Coins coins coins","text":"Coins coins coins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325222836","isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367543111,"gmtCreate":1614958887133,"gmtModify":1703483606269,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572401971897760","idStr":"3572401971897760"},"themes":[],"htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367543111","repostId":"1196034072","repostType":4,"repost":{"id":"1196034072","kind":"news","pubTimestamp":1614953178,"share":"https://www.laohu8.com/m/news/1196034072?lang=zh_CN&edition=full","pubTime":"2021-03-05 22:06","market":"us","language":"en","title":"Is The Nio Sell-Off Overdone?<blockquote>蔚来抛售是否过度？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196034072","media":"Benzinga","summary":"NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released ea","content":"<p><div> NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having ...</p><p><blockquote><div>蔚来股价在科技股抛售中遭受重创，本周早些时候发布的季度报告并没有缓解市场情绪。该股目前处于熊市区域，...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">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>Is The Nio Sell-Off Overdone?<blockquote>蔚来抛售是否过度？</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\">\nIs The Nio Sell-Off Overdone?<blockquote>蔚来抛售是否过度？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-03-05 22:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having ...</p><p><blockquote><div>蔚来股价在科技股抛售中遭受重创，本周早些时候发布的季度报告并没有缓解市场情绪。该股目前处于熊市区域，...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">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/21/03/20016348/is-the-nio-sell-off-overdone\">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":{"NIO":"蔚来"},"source_url":"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196034072","content_text":"NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having pulled back 35.7 % from the Feb. 10 high of $64.60.Is the sell-off in the shares justified? Did fundamentals flash the red light to investors, who were thronging to the stock in droves ahead of the current downturn?The 2020 Highs: The COVID-19 pandemic, which broke out at the end of 2019 and ravaged the global economies for much of 2020, proved a blessing for some companies that benefited from the adversity.Nio, a luxury EV maker, should have taken a big hit in the year, as cash-strapped users preferred to hold back on big-ticket buys. The company did have its momentum of despair in the first two months of 2020. Not bogged down by the adverse geopolitical milieu, the EV startup chose to be proactive instead. The company announced several innovative product andservice offerings.Deliveries continued to climb through the year, with Nio's charismatic CEO William Bin attributing the strength to the growing recognition of its premium brand, the competitive and compelling products and services, the expanding sales network, and most importantly, the support from its passionate and loyal user community.For 2020, Nio delivered 43,728 vehicles, an increase of 111% year-over-year.The company also managed to rein in costs, giving margins a lift. It also succeeded in mobilizing finances through a combination of equity, debt and strategic investments, removing a key existential risk it faced in 2019.Promptly the stock began discounting the fundamental improvement and closed out 2020 with a gain in excess of 1,100%. The strong rally stretched valuation to levels, with some skeptics beginning to question the irrational exuberance in the stock.Fundamentals, Stock Pause At Start of 2021: Nio had a strong start to the year, as it continued to clock record monthly deliveries in January. The stock raced to a record high of $66.99 on Jan. 11, as it reacted to the announcements the company made at the annual Nio Day held on Jan. 10.Thereafter, it has been a bumpy ride for the stock. Since the start of February, the stock has been caught in the vortex of the tech sell-off. Incidentally, market leader and EV pioneerTesla, Inc.TSLAwas not spared either. Since the all-time split-adjusted high of $900.40 hit in late January, Tesla shares have given back over 30%.Nio investors were pinning their hopes on a stellar fourth-quarter report to lift the stock from the depressed levels. It was not to be. The stock continued to bleed despite the EV maker reporting $1 billion revenues for the quarter and seeing an expansion in gross margins.Naysayers were quick to highlight the wider-than-expected loss and the month-over-month drop in deliveries.As outlined by Deutsche Bank Securities analyst Edison Yu, the underperformance on the bottom line had to do with forex losses, engendered by a weaker dollar.Although initially Nio did not explain away the February softness, it later clarified in a blog post the weeklong Lunar New Year holiday that fell in the month played spoilsport.\"The majority of the employees receive seven days off work as a public holiday to spend time with their families, though the celebrations can last for more than two weeks nationwide. Most of the factories were shut down for weeks, and many products that rely on shipping and manufacturing might have been delayed,\" Nio said in the post.Is Recovery In The Cards: The company has several catalysts ahead, including the launch of its first sedan, named ET7, and its plan to expand into Europe this year. The company is also making solid progress with respect to its advanced driver-assisted system, battery technology and battery swapping stations.With the increasing uptake of its battery-as-a-service offering and its recently announced autonomous driving-as-a-service, the company has laid the groundwork for recurrent revenue streams.This apart, the attractive market opportunity presented by the burgeoning EV market, both domestically and globally, will prove salubrious for the company. There is no denying the fact that EV manufacturing is turning out to be a crowded field. However, early entrants such as Nio are at an advantage, given their experiences in grinding it out in the early stages.Patient investors, who are willing to ride out the trying times, could be in for rich rewards when things settle down.Nio shares closed down 5.5% at $39.28, with the stock dropping below the $40 handle for the first time since mid-December.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361068317,"gmtCreate":1614179595939,"gmtModify":1634550835593,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572401971897760","idStr":"3572401971897760"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a> can't wait to see it in green......","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a> can't wait to see it in green......","text":"$Nano Dimension(NNDM)$ can't wait to see it in green......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361068317","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160927392,"gmtCreate":1623770152416,"gmtModify":1634028539288,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572401971897760","idStr":"3572401971897760"},"themes":[],"htmlText":"Coins","listText":"Coins","text":"Coins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160927392","isVote":1,"tweetType":1,"viewCount":1887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137975409,"gmtCreate":1622292762701,"gmtModify":1634102478630,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572401971897760","idStr":"3572401971897760"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/137975409","isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322082424,"gmtCreate":1615735633768,"gmtModify":1703492472649,"author":{"id":"3572401971897760","authorId":"3572401971897760","name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572401971897760","idStr":"3572401971897760"},"themes":[],"htmlText":"Coins! 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