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2021-12-29

HODL! LONG TERM GOALS! $Palantir Technologies Inc.(PLTR)$

2021-12-26

Buy

抱歉，原内容已删除

2021-12-16

Like like like

Cathie Wood Sells Another $88M In Tesla Day After Piling Up Stake In Chinese EV Rival<blockquote>凯西·伍德(Cathie Wood)在增持中国电动汽车竞争对手股份后，在特斯拉日又出售了8800万美元</blockquote>

2021-12-10

Droo more please so that we can buy more!

U.S. stock indexes pull back modestly at Thursday's open, poised to snap 3-day string of gains<blockquote>美国股指周四开盘小幅回调，有望snap连续三天上涨</blockquote>

2021-12-09

Drop more as santa gifts for us

Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>

2021-12-08

Like like like drop more so that we can buy more!

EV stocks dropped in morning trading<blockquote>电动汽车股早盘下跌</blockquote>

2021-12-06

Like like like buy buy buy

Insider buying says a Santa Claus rally is on the way -- here are 10 stocks they favor<blockquote>内部买盘称圣诞老人反弹即将到来——以下是他们青睐的10只股票</blockquote>

2021-11-29

Lol anyhow put 200k meh

抱歉，原内容已删除

2021-11-28

Like like like

抱歉，原内容已删除

2021-11-25

Hodl

抱歉，原内容已删除

2021-11-25

Like like like

抱歉，原内容已删除

2021-11-16

Win liao lo

抱歉，原内容已删除

2021-11-15

Come on drop back to where it suppose to be so that we can buy millions shares

Tesla once fell below 1000 dollars in morning trading as Musk sold about 6.34 million Tesla shares this month<blockquote>特斯拉早盘一度跌破1000美元因马斯克本月抛售约634万股特斯拉股票</blockquote>

2021-11-15

$Tesla Motors(TSLA)$drop like a G6

2021-11-13

Yes, nowadays stocks are driven blindly by followers without seeing the fundamental behind it, this 1 trillion market does not justify right now in the market, probably yes in the future, but definitely not now, so drop back to where it is so that we can have our million shares 😆

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2021-11-13

Sweet

Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>

2021-11-13

Great ariticle, would you like to share it?

Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>

2021-11-13

Wa millions share

抱歉，原内容已删除

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LONG TERM GOALS! $Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692035048","isVote":1,"tweetType":1,"viewCount":1970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698483869,"gmtCreate":1640492303230,"gmtModify":1640492303412,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572953408050779","authorIdStr":"3572953408050779"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698483869","repostId":"2193781141","repostType":2,"isVote":1,"tweetType":1,"viewCount":3492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690826071,"gmtCreate":1639656715433,"gmtModify":1639656724983,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572953408050779","authorIdStr":"3572953408050779"},"themes":[],"htmlText":"Like like like","listText":"Like like like","text":"Like like like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690826071","repostId":"1191022113","repostType":4,"repost":{"id":"1191022113","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1639626011,"share":"https://www.laohu8.com/m/news/1191022113?lang=zh_CN&edition=full","pubTime":"2021-12-16 11:40","market":"us","language":"en","title":"Cathie Wood Sells Another $88M In Tesla Day After Piling Up Stake In Chinese EV Rival<blockquote>凯西·伍德(Cathie Wood)在增持中国电动汽车竞争对手股份后，在特斯拉日又出售了8800万美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191022113","media":"Benzinga","summary":"Cathie Wood-led Ark Invest on Wednesday sold 90,455 shares — estimated to be worth $88.3 million — i","content":"<p><b>Cathie Wood</b>-led&nbsp;<b>Ark Invest</b>&nbsp;on Wednesday sold 90,455 shares — estimated to be worth $88.3 million — in&nbsp;<b>Tesla Inc</b>, booking profit in the stock as it rose after days of losses.</p><p><blockquote><b>凯西·伍德</b>-led<b>方舟投资</b>周三出售了90,455股股票，估计价值8830万美元<b>特斯拉公司</b>，该股在连续几天下跌后上涨时获利了结。</blockquote></p><p> The stock pared earlier losses to close&nbsp;1.82% higher at $975.99 a share on Wednesday. The Elon Musk-led company’s shares are up about 34% so far this year and down about 7.5% over the past month.</p><p><blockquote>该股周三收高1.82%，收于每股975.99美元。埃隆·马斯克(Elon Musk)领导的公司股价今年迄今上涨了约34%，过去一个月下跌了约7.5%。</blockquote></p><p> Ark Invest sold the shares via the&nbsp;<b>Ark Innovation ETF</b>(BATS:ARKK), the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ) and the&nbsp;<b>Ark Next Generation Internet ETF</b>(BATS:ARKW)&nbsp;on Wednesday.</p><p><blockquote>Ark Invest通过<b>方舟创新ETF</b>（蝙蝠：ARKK），<b>Ark自主技术与机器人ETF</b>（蝙蝠：ARKQ）和<b>方舟下一代互联网ETF</b>（蝙蝠：ARKW）周三。</blockquote></p><p> Tesla’s weight in ARKK and ARKW had already slipped below the 10% threshold at 8.14% and 9.35%, respectively, ahead of Wednesday’s trade. In ARKQ, it constituted 10.59% of the portfolio.</p><p><blockquote>在周三交易之前，特斯拉在ARKK和ARKW的权重已经跌破10%的门槛，分别为8.14%和9.35%。在ARKQ中，它占投资组合的10.59%。</blockquote></p><p> The three ETFs held 1.99 million shares — worth $1.91 billion — in Tesla, ahead of Wednesday’s trade.</p><p><blockquote>在周三交易之前，这三只ETF持有特斯拉199万股股票，价值19.1亿美元。</blockquote></p><p> Ark Invest has been booking profit in Tesla since September — selling over $3 billion worth of shares — after years of piling up shares in the electric vehicle company at far lower levels.</p><p><blockquote>自9月以来，方舟投资一直在特斯拉寻求盈利——出售价值超过30亿美元的股票——此前，这家电动车公司多年来一直在低得多的水平累积股票。</blockquote></p><p> Tesla continues to be the firm's biggest bet across ETFs — a stock it predicts would hit the&nbsp;$3,000 mark by the end of 2025.</p><p><blockquote>特斯拉仍然是该公司在ETF中最大的押注——预计该股到2025年底将触及3,000美元大关。</blockquote></p><p> Wood favors the automotive industry’s switch to electric vehicles and earlier thismonth started buying sharesin the U.S. listed Chinese electric automaker&nbsp;<b>Xpeng Inc</b>.</p><p><blockquote>伍德支持汽车行业转向电动汽车，并于本月早些时候开始购买这家在美国上市的中国电动汽车制造商的股票<b>小鹏汽车</b>.</blockquote></p><p> Here are the other key trades on Wednesday:</p><p><blockquote>以下是周三的其他关键交易：</blockquote></p><p> <ul>  <li>Bought 104,489 shares — estimated to be worth $21.3 million — in&nbsp;<b>Roku Inc</b>&nbsp;on the dip. The stock closed 7.95% lower at $203.94 a share on Wednesday.</li>  <li>Bought 705,660 shares — estimated to be worth $13.7 million — in&nbsp;<b>Robinhood Markets Inc</b>. The stock closed 1.93% higher at $19.50 a share.</li> </ul></p><p><blockquote><ul><li>购买了104,489股股票，估计价值2,130万美元<b>Roku公司</b>在下降。该股周三收盘下跌7.95%，至每股203.94美元。</li><li>购买了705,660股股票，估计价值1,370万美元<b>罗宾汉市场公司</b>该股收涨1.93%，报每股19.50美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Sells Another $88M In Tesla Day After Piling Up Stake In Chinese EV Rival<blockquote>凯西·伍德(Cathie Wood)在增持中国电动汽车竞争对手股份后，在特斯拉日又出售了8800万美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nCathie Wood Sells Another $88M In Tesla Day After Piling Up Stake In Chinese EV Rival<blockquote>凯西·伍德(Cathie Wood)在增持中国电动汽车竞争对手股份后，在特斯拉日又出售了8800万美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-16 11:40</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Cathie Wood</b>-led&nbsp;<b>Ark Invest</b>&nbsp;on Wednesday sold 90,455 shares — estimated to be worth $88.3 million — in&nbsp;<b>Tesla Inc</b>, booking profit in the stock as it rose after days of losses.</p><p><blockquote><b>凯西·伍德</b>-led<b>方舟投资</b>周三出售了90,455股股票，估计价值8830万美元<b>特斯拉公司</b>，该股在连续几天下跌后上涨时获利了结。</blockquote></p><p> The stock pared earlier losses to close&nbsp;1.82% higher at $975.99 a share on Wednesday. The Elon Musk-led company’s shares are up about 34% so far this year and down about 7.5% over the past month.</p><p><blockquote>该股周三收高1.82%，收于每股975.99美元。埃隆·马斯克(Elon Musk)领导的公司股价今年迄今上涨了约34%，过去一个月下跌了约7.5%。</blockquote></p><p> Ark Invest sold the shares via the&nbsp;<b>Ark Innovation ETF</b>(BATS:ARKK), the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ) and the&nbsp;<b>Ark Next Generation Internet ETF</b>(BATS:ARKW)&nbsp;on Wednesday.</p><p><blockquote>Ark Invest通过<b>方舟创新ETF</b>（蝙蝠：ARKK），<b>Ark自主技术与机器人ETF</b>（蝙蝠：ARKQ）和<b>方舟下一代互联网ETF</b>（蝙蝠：ARKW）周三。</blockquote></p><p> Tesla’s weight in ARKK and ARKW had already slipped below the 10% threshold at 8.14% and 9.35%, respectively, ahead of Wednesday’s trade. In ARKQ, it constituted 10.59% of the portfolio.</p><p><blockquote>在周三交易之前，特斯拉在ARKK和ARKW的权重已经跌破10%的门槛，分别为8.14%和9.35%。在ARKQ中，它占投资组合的10.59%。</blockquote></p><p> The three ETFs held 1.99 million shares — worth $1.91 billion — in Tesla, ahead of Wednesday’s trade.</p><p><blockquote>在周三交易之前，这三只ETF持有特斯拉199万股股票，价值19.1亿美元。</blockquote></p><p> Ark Invest has been booking profit in Tesla since September — selling over $3 billion worth of shares — after years of piling up shares in the electric vehicle company at far lower levels.</p><p><blockquote>自9月以来，方舟投资一直在特斯拉寻求盈利——出售价值超过30亿美元的股票——此前，这家电动车公司多年来一直在低得多的水平累积股票。</blockquote></p><p> Tesla continues to be the firm's biggest bet across ETFs — a stock it predicts would hit the&nbsp;$3,000 mark by the end of 2025.</p><p><blockquote>特斯拉仍然是该公司在ETF中最大的押注——预计该股到2025年底将触及3,000美元大关。</blockquote></p><p> Wood favors the automotive industry’s switch to electric vehicles and earlier thismonth started buying sharesin the U.S. listed Chinese electric automaker&nbsp;<b>Xpeng Inc</b>.</p><p><blockquote>伍德支持汽车行业转向电动汽车，并于本月早些时候开始购买这家在美国上市的中国电动汽车制造商的股票<b>小鹏汽车</b>.</blockquote></p><p> Here are the other key trades on Wednesday:</p><p><blockquote>以下是周三的其他关键交易：</blockquote></p><p> <ul>  <li>Bought 104,489 shares — estimated to be worth $21.3 million — in&nbsp;<b>Roku Inc</b>&nbsp;on the dip. The stock closed 7.95% lower at $203.94 a share on Wednesday.</li>  <li>Bought 705,660 shares — estimated to be worth $13.7 million — in&nbsp;<b>Robinhood Markets Inc</b>. The stock closed 1.93% higher at $19.50 a share.</li> </ul></p><p><blockquote><ul><li>购买了104,489股股票，估计价值2,130万美元<b>Roku公司</b>在下降。该股周三收盘下跌7.95%，至每股203.94美元。</li><li>购买了705,660股股票，估计价值1,370万美元<b>罗宾汉市场公司</b>该股收涨1.93%，报每股19.50美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKQ":"ARK Autonomous Technology & Robotics ETF","XPEV":"小鹏汽车","TSLA":"特斯拉","ARKK":"ARK Innovation ETF","ARKW":"ARK Next Generation Internet ETF","HOOD":"Robinhood","ROKU":"Roku Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191022113","content_text":"Cathie Wood-led Ark Invest on Wednesday sold 90,455 shares — estimated to be worth $88.3 million — in Tesla Inc, booking profit in the stock as it rose after days of losses.\nThe stock pared earlier losses to close 1.82% higher at $975.99 a share on Wednesday. The Elon Musk-led company’s shares are up about 34% so far this year and down about 7.5% over the past month.\nArk Invest sold the shares via the Ark Innovation ETF(BATS:ARKK), the Ark Autonomous Technology & Robotics ETF(BATS:ARKQ) and the Ark Next Generation Internet ETF(BATS:ARKW) on Wednesday.\nTesla’s weight in ARKK and ARKW had already slipped below the 10% threshold at 8.14% and 9.35%, respectively, ahead of Wednesday’s trade. In ARKQ, it constituted 10.59% of the portfolio.\nThe three ETFs held 1.99 million shares — worth $1.91 billion — in Tesla, ahead of Wednesday’s trade.\nArk Invest has been booking profit in Tesla since September — selling over $3 billion worth of shares — after years of piling up shares in the electric vehicle company at far lower levels.\nTesla continues to be the firm's biggest bet across ETFs — a stock it predicts would hit the $3,000 mark by the end of 2025.\nWood favors the automotive industry’s switch to electric vehicles and earlier thismonth started buying sharesin the U.S. listed Chinese electric automaker Xpeng Inc.\nHere are the other key trades on Wednesday:\n\nBought 104,489 shares — estimated to be worth $21.3 million — in Roku Inc on the dip. The stock closed 7.95% lower at $203.94 a share on Wednesday.\nBought 705,660 shares — estimated to be worth $13.7 million — in Robinhood Markets Inc. The stock closed 1.93% higher at $19.50 a share.","news_type":1,"symbols_score_info":{"ARKW":0.9,"XPEV":0.9,"HOOD":0.9,"ARKK":0.9,"ROKU":0.9,"TSLA":0.9,"ARKQ":0.9}},"isVote":1,"tweetType":1,"viewCount":1958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602711577,"gmtCreate":1639065823814,"gmtModify":1639066025145,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572953408050779","authorIdStr":"3572953408050779"},"themes":[],"htmlText":"Droo more please so that we can buy more!","listText":"Droo more please so that we can buy more!","text":"Droo more please so that we can buy more!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602711577","repostId":"1106538194","repostType":2,"repost":{"id":"1106538194","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639060286,"share":"https://www.laohu8.com/m/news/1106538194?lang=zh_CN&edition=full","pubTime":"2021-12-09 22:31","market":"us","language":"en","title":"U.S. stock indexes pull back modestly at Thursday's open, poised to snap 3-day string of gains<blockquote>美国股指周四开盘小幅回调，有望snap连续三天上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106538194","media":"Tiger Newspress","summary":"U.S. stocks dipped on Thursday, after the major averages posted a third straight day of gains as tra","content":"<p>U.S. stocks dipped on Thursday, after the major averages posted a&nbsp;third straight day of gains&nbsp;as traders bet that the omicron variant’s economic impacts won’t be as severe as initially thought.</p><p><blockquote>美国股市周四下跌，此前主要股指连续第三天上涨，交易员押注奥密克戎变种对经济的影响不会像最初想象的那么严重。</blockquote></p><p> The Dow Jones Industrial Average slid 148 points, or 0.4%. The S&amp;P 500 and Nasdaq Composite each fell 0.3%.</p><p><blockquote>道琼斯工业平均指数下跌148点，跌幅0.4%。标普500和纳斯达克综合指数均下跌0.3%。</blockquote></p><p> Several travel-related stocks, which led the market higher throughout the week, were lower Thursday morning. Shares of Carnival fell 2%. Casino stocks Wynn Resorts and Las Vegas Sands fell 1%. United and Delta Air Lines were 1% lower too.</p><p><blockquote>几只全周领涨市场的旅游相关股票周四上午走低。嘉年华股价下跌2%。赌场股永利度假村和拉斯维加斯金沙集团下跌1%。联合航空和达美航空也下跌1%。</blockquote></p><p> Separately, shares of Rent The Runway tumbled by 12% after reporting swelling losses and lower than pre-pandemic subscriber growth for its most recent quarter. Electric vehicle maker Lucid saw shares fall 4% after announcing a $1.75 billion offering of convertible senior notes.</p><p><blockquote>另外，Rent The Runway的股价下跌12%，此前该公司报告最近一个季度的亏损不断扩大，用户增长率低于大流行前。电动汽车制造商Lucid宣布发行17.5亿美元的可转换优先票据后，股价下跌4%。</blockquote></p><p> Still, there were some positive morning moves as well. CVS gained 2% after it&nbsp;issued upbeat guidance&nbsp;ahead of its Investor Day. Home retailer RH soared about 10% after it reported blowout earnings and lifted the low end of its revenue outlook.</p><p><blockquote>尽管如此，上午也有一些积极的走势。CVS在投资者日之前发布乐观指引后上涨2%。家居零售商RH在公布井喷式盈利并上调收入预期下限后，股价飙升约10%。</blockquote></p><p> There are some notable earnings reports on Thursday, including from Oracle, Broadcom and Lululemon, all of which report after the market closes.</p><p><blockquote>周四有一些值得注意的收益报告，包括甲骨文、博通和Lululemon，所有这些报告都是在收盘后发布的。</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>U.S. stock indexes pull back modestly at Thursday's open, poised to snap 3-day string of gains<blockquote>美国股指周四开盘小幅回调，有望snap连续三天上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nU.S. stock indexes pull back modestly at Thursday's open, poised to snap 3-day string of gains<blockquote>美国股指周四开盘小幅回调，有望snap连续三天上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-09 22:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stocks dipped on Thursday, after the major averages posted a&nbsp;third straight day of gains&nbsp;as traders bet that the omicron variant’s economic impacts won’t be as severe as initially thought.</p><p><blockquote>美国股市周四下跌，此前主要股指连续第三天上涨，交易员押注奥密克戎变种对经济的影响不会像最初想象的那么严重。</blockquote></p><p> The Dow Jones Industrial Average slid 148 points, or 0.4%. The S&amp;P 500 and Nasdaq Composite each fell 0.3%.</p><p><blockquote>道琼斯工业平均指数下跌148点，跌幅0.4%。标普500和纳斯达克综合指数均下跌0.3%。</blockquote></p><p> Several travel-related stocks, which led the market higher throughout the week, were lower Thursday morning. Shares of Carnival fell 2%. Casino stocks Wynn Resorts and Las Vegas Sands fell 1%. United and Delta Air Lines were 1% lower too.</p><p><blockquote>几只全周领涨市场的旅游相关股票周四上午走低。嘉年华股价下跌2%。赌场股永利度假村和拉斯维加斯金沙集团下跌1%。联合航空和达美航空也下跌1%。</blockquote></p><p> Separately, shares of Rent The Runway tumbled by 12% after reporting swelling losses and lower than pre-pandemic subscriber growth for its most recent quarter. Electric vehicle maker Lucid saw shares fall 4% after announcing a $1.75 billion offering of convertible senior notes.</p><p><blockquote>另外，Rent The Runway的股价下跌12%，此前该公司报告最近一个季度的亏损不断扩大，用户增长率低于大流行前。电动汽车制造商Lucid宣布发行17.5亿美元的可转换优先票据后，股价下跌4%。</blockquote></p><p> Still, there were some positive morning moves as well. CVS gained 2% after it&nbsp;issued upbeat guidance&nbsp;ahead of its Investor Day. Home retailer RH soared about 10% after it reported blowout earnings and lifted the low end of its revenue outlook.</p><p><blockquote>尽管如此，上午也有一些积极的走势。CVS在投资者日之前发布乐观指引后上涨2%。家居零售商RH在公布井喷式盈利并上调收入预期下限后，股价飙升约10%。</blockquote></p><p> There are some notable earnings reports on Thursday, including from Oracle, Broadcom and Lululemon, all of which report after the market closes.</p><p><blockquote>周四有一些值得注意的收益报告，包括甲骨文、博通和Lululemon，所有这些报告都是在收盘后发布的。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106538194","content_text":"U.S. stocks dipped on Thursday, after the major averages posted a third straight day of gains as traders bet that the omicron variant’s economic impacts won’t be as severe as initially thought.\nThe Dow Jones Industrial Average slid 148 points, or 0.4%. The S&P 500 and Nasdaq Composite each fell 0.3%.\nSeveral travel-related stocks, which led the market higher throughout the week, were lower Thursday morning. Shares of Carnival fell 2%. Casino stocks Wynn Resorts and Las Vegas Sands fell 1%. United and Delta Air Lines were 1% lower too.\nSeparately, shares of Rent The Runway tumbled by 12% after reporting swelling losses and lower than pre-pandemic subscriber growth for its most recent quarter. Electric vehicle maker Lucid saw shares fall 4% after announcing a $1.75 billion offering of convertible senior notes.\nStill, there were some positive morning moves as well. CVS gained 2% after it issued upbeat guidance ahead of its Investor Day. Home retailer RH soared about 10% after it reported blowout earnings and lifted the low end of its revenue outlook.\nThere are some notable earnings reports on Thursday, including from Oracle, Broadcom and Lululemon, all of which report after the market closes.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602437848,"gmtCreate":1639055515496,"gmtModify":1639055515593,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572953408050779","authorIdStr":"3572953408050779"},"themes":[],"htmlText":"Drop more as santa gifts for us","listText":"Drop more as santa gifts for us","text":"Drop more as santa gifts for us","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602437848","repostId":"1163175495","repostType":4,"repost":{"id":"1163175495","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639056901,"share":"https://www.laohu8.com/m/news/1163175495?lang=zh_CN&edition=full","pubTime":"2021-12-09 21:35","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163175495","media":"Tiger Newspress","summary":"U.S. stock-index futures hold solid losses after initial jobless claims come in at 184,000.\nAt 8:34 ","content":"<p>U.S.&nbsp;stock-index futures hold solid losses after initial jobless claims come in at 184,000.</p><p><blockquote>首次申请失业救济人数达到184,000人后，美国股指期货继续下跌。</blockquote></p><p> At 8:34 a.m. ET, Dow e-minis were down 168 points, or 0.47%, S&amp;P 500 e-minis were down 21 points, or 0.45%, and Nasdaq 100 e-minis were down 80.5 points, or 0.49%.</p><p><blockquote>截至美国东部时间上午8:34，道指e-minis下跌168点，跌幅0.47%，标普500 e-minis下跌21点，跌幅0.45%，纳斯达克100 e-minis下跌80.5点，跌幅0.49%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e48b5d3abdc91abde117585acac09b40\" tg-width=\"401\" tg-height=\"184\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Weekly jobless claims reached tumbled last week, reaching a fresh 52-year low as the U.S. jobs market climbs out of its pandemic-era hole, the Labor Department reported Thursday.</p><p><blockquote>美国劳工部周四报告称，随着美国就业市场走出大流行时期的困境，上周每周申请失业救济人数大幅下降，创下52年来的新低。</blockquote></p><p> Initial filings for unemployment insurance totaled 184,000 for the week ended Dec. 4, the lowest going back to Sept. 6, 1969, which saw 182,000.</p><p><blockquote>截至12月4日当周，首次申请失业保险的人数为184,000人，是自1969年9月6日（182,000人）以来的最低水平。</blockquote></p><p> Initial claims for unemployment insurance were expected to total 211,000 for the week ended Dec. 4, according to a Dow Jones economist survey.</p><p><blockquote>根据道琼斯经济学家的调查，截至12月4日当周，首次申请失业保险的人数预计为21.1万人。</blockquote></p><p> Meanwhile, a deal to avert U.S. debt default and raise the federal government's $28.9 trillion debt limit will be tested on Thursday in the Senate when the full chamber votes on whether to approve the measure.</p><p><blockquote>与此同时，一项避免美国债务违约并提高联邦政府28.9万亿美元债务上限的协议将于周四在参议院接受测试，届时众议院全体成员将就是否批准该措施进行投票。</blockquote></p><p> <b>Stocks making the biggest moves premarket: </b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>GameStop(GME)</b> – GameStop shares slid 5.6% in premarket trading after the videogame retailer posted a wider loss compared with a year earlier and also disclosed an August subpoena from the SEC involving the trading of its shares.</p><p><blockquote><b>游戏驿站(GME)</b>-游戏驿站股价在盘前交易中下跌5.6%，此前这家视频游戏零售商公布了与去年同期相比更大的亏损，并披露了美国证券交易委员会8月份发出的涉及其股票交易的传票。</blockquote></p><p> <b>Lucid Group(LCID)</b> – Lucid shares tumbled 6.5% in the premarket after the electric vehicle maker announced a $1.75 billion offering of convertible senior notes.</p><p><blockquote><b>Lucid集团(LCID)</b>–电动汽车制造商Lucid宣布发行17.5亿美元的可转换优先票据后，该公司股价在盘前下跌6.5%。</blockquote></p><p> <b>FuboTV(FUBO) </b>– The video streaming company was rated “overweight” in new coverage at J.P. Morgan Securities, based on Fubo’s sports-centered offerings as a differentiating factor. The stock jumped 2.8% in premarket action.</p><p><blockquote><b>FuboTV（富博）</b>-该视频流媒体公司在摩根大通证券的新报道中被评为“跑赢大盘”，这是基于富博以体育为中心的产品作为差异化因素。该股在盘前上涨2.8%。</blockquote></p><p> <b>CVS Health(CVS)</b> – The drug store operator issued new guidance ahead of its investor day, saying it expects a 2022 adjusted profit of $8.10 to $8.30 per share compared with an $8.24 consensus estimate and better-than-expected revenue. CVS also raised its 2021 outlook, and the shares rallied 2.6% in the premarket.</p><p><blockquote><b>CVS健康(CVS)</b>–这家药店运营商在投资者日之前发布了新的指引，称预计2022年调整后每股利润为8.10美元至8.30美元，而市场普遍预期为8.24美元，营收好于预期。CVS还上调了2021年展望，股价盘前上涨2.6%。</blockquote></p><p> <b>Hormel(HRL)</b> – The food producer beat estimates by a penny with quarterly earnings of 51 cents per share, and revenue that also topped Wall Street forecasts. Hormel saw double-digit growth across all of its business segments, and shares rose 1% in premarket trading.</p><p><blockquote><b>荷美尔(HRL)</b>–这家食品生产商的季度收益为每股51美分，超出预期1美分，收入也超出了华尔街的预期。荷美尔所有业务部门均实现两位数增长，股价在盘前交易中上涨1%。</blockquote></p><p> <b>RH(RH)</b> – The company formerly known as Restoration Hardware reported adjusted quarterly earnings of $7.03 per share, 40 cents above estimates, while the luxury home furnishings retailer’s revenue beat forecasts. RH also lifted the low end of its revenue outlook. RH surged 11% in premarket action.</p><p><blockquote><b>相对湿度（相对湿度）</b>-该公司前身为Restoration Hardware，报告调整后季度收益为每股7.03美元，比预期高出40美分，而这家豪华家居用品零售商的收入超出预期。RH还上调了收入预期的下限。RH在盘前交易中飙升11%。</blockquote></p><p> <b>Rent The Runway(RENT)</b> – Rent The Runway tumbled 8.2% in the premarket after the fashion rental company posted a loss that was wider than a year ago and reported subscriber numbers that have not yet returned to pre-pandemic levels. Sales did surge 66% over the same quarter a year ago.</p><p><blockquote><b>租用跑道（Rent）</b>–Rent The Runway在盘前下跌8.2%，此前这家时尚租赁公司公布的亏损幅度超过一年前，且订户数量尚未恢复到大流行前的水平。销售额确实比去年同期猛增了66%。</blockquote></p><p> <b>Apple(AAPL)</b> – Apple won an appeals court decision that delays changes to its App Store. An earlier ruling had ordered Apple to allow developers to offer payment alternatives outside of the App Store, stemming from its legal dispute with “Fortnite” developer Epic Games. Separately, Apple is closing in on a $3 trillion valuation, which will be achieved when the share price hits $182.86.</p><p><blockquote><b>苹果(AAPL)</b>-苹果赢得了上诉法院的裁决，推迟了对其应用商店的更改。早些时候的一项裁决命令苹果允许开发者在App Store之外提供支付替代方案，源于其与《堡垒之夜》开发商Epic Games的法律纠纷。另外，苹果的估值接近3万亿美元，这一估值将在股价达到182.86美元时实现。</blockquote></p><p> <b>Amazon(AMZN)</b>&nbsp;–&nbsp;Italy's antitrust said on Thursday it had fined e-commerce giant Amazon 1.13 billion euros ($1.28 billion) for alleged abuse of market dominance.</p><p><blockquote><b>亚马逊(AMZN)</b>-意大利反垄断机构周四表示，已对电商巨头亚马逊处以11.3亿欧元（12.8亿美元）的罚款，原因是其涉嫌滥用市场支配地位。</blockquote></p><p> <b>AstraZeneca(AZN)</b> – The drug maker’s Covid-19 antibody treatment won FDA approval for patients who cannot achieve adequate protection from vaccination.</p><p><blockquote><b>阿斯利康(AZN)</b>-该制药商的Covid-19抗体治疗获得FDA批准，用于无法通过疫苗接种获得足够保护的患者。</blockquote></p><p> <b>LabCorp(LH)</b> – The medical lab operator announced a number of steps to enhance shareholder value, including the initiation of a dividend in the second quarter of 2022 and the authorization of a $2.5 billion share repurchase program.</p><p><blockquote><b>LabCorp(LH)</b>–这家医学实验室运营商宣布了一系列提高股东价值的措施，包括在2022年第二季度启动股息以及授权25亿美元的股票回购计划。</blockquote></p><p> <b>UiPath(PATH)</b>&nbsp;–&nbsp;UiPath stock dropped 1.5% in premarket trading&nbsp;even as the “software robots” provider’s quarterly results topped Wall Street expectations.</p><p><blockquote><b>UiPath（路径）</b>-UiPath股价在盘前交易中下跌1.5%，尽管这家“软件机器人”提供商的季度业绩超出了华尔街的预期。</blockquote></p><p> <b>Yum Brands(YUM)</b> – The parent of KFC, Pizza Hut and Taco Bell was upgraded to “overweight” from “neutral” at Atlantic Equities, which sees the possibility of rising returns from the restaurant chain and calls Yum its favored name in the quick-service restaurant category. Yum rose 1% in the premarket.</p><p><blockquote><b>百胜餐饮集团(YUM)</b>-大西洋股票(Atlantic Equities)将肯德基、必胜客和塔可钟(Taco Bell)的母公司评级从“中性”上调至“跑赢大盘”，该公司认为这家连锁餐厅的回报可能会上升，而评级百胜是其在快餐店类别中最受欢迎的名称。百胜餐饮盘前上涨1%。</blockquote></p><p> <b>Pear Therapeutics(PEAR)</b>&nbsp;–&nbsp;Pear Therapeutics shares soared 30% in premarket trading.Prescription digital therapeutics company&nbsp;Pear Therapeutics&nbsp;began trading on Nasdaq Monday after wrapping up its merger with special-purpose acquisition company&nbsp;Thimble Point Acquisition Corp.&nbsp;last week.</p><p><blockquote><b>梨疗法(PEAR)</b>-Pear Therapeutics股价在盘前交易中飙升30%。处方数字治疗公司Pear Therapeutics在上周完成与特殊目的收购公司Thimble Point Acquisition Corp.的合并后，周一开始在纳斯达克交易。</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>Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-09 21:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S.&nbsp;stock-index futures hold solid losses after initial jobless claims come in at 184,000.</p><p><blockquote>首次申请失业救济人数达到184,000人后，美国股指期货继续下跌。</blockquote></p><p> At 8:34 a.m. ET, Dow e-minis were down 168 points, or 0.47%, S&amp;P 500 e-minis were down 21 points, or 0.45%, and Nasdaq 100 e-minis were down 80.5 points, or 0.49%.</p><p><blockquote>截至美国东部时间上午8:34，道指e-minis下跌168点，跌幅0.47%，标普500 e-minis下跌21点，跌幅0.45%，纳斯达克100 e-minis下跌80.5点，跌幅0.49%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e48b5d3abdc91abde117585acac09b40\" tg-width=\"401\" tg-height=\"184\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Weekly jobless claims reached tumbled last week, reaching a fresh 52-year low as the U.S. jobs market climbs out of its pandemic-era hole, the Labor Department reported Thursday.</p><p><blockquote>美国劳工部周四报告称，随着美国就业市场走出大流行时期的困境，上周每周申请失业救济人数大幅下降，创下52年来的新低。</blockquote></p><p> Initial filings for unemployment insurance totaled 184,000 for the week ended Dec. 4, the lowest going back to Sept. 6, 1969, which saw 182,000.</p><p><blockquote>截至12月4日当周，首次申请失业保险的人数为184,000人，是自1969年9月6日（182,000人）以来的最低水平。</blockquote></p><p> Initial claims for unemployment insurance were expected to total 211,000 for the week ended Dec. 4, according to a Dow Jones economist survey.</p><p><blockquote>根据道琼斯经济学家的调查，截至12月4日当周，首次申请失业保险的人数预计为21.1万人。</blockquote></p><p> Meanwhile, a deal to avert U.S. debt default and raise the federal government's $28.9 trillion debt limit will be tested on Thursday in the Senate when the full chamber votes on whether to approve the measure.</p><p><blockquote>与此同时，一项避免美国债务违约并提高联邦政府28.9万亿美元债务上限的协议将于周四在参议院接受测试，届时众议院全体成员将就是否批准该措施进行投票。</blockquote></p><p> <b>Stocks making the biggest moves premarket: </b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>GameStop(GME)</b> – GameStop shares slid 5.6% in premarket trading after the videogame retailer posted a wider loss compared with a year earlier and also disclosed an August subpoena from the SEC involving the trading of its shares.</p><p><blockquote><b>游戏驿站(GME)</b>-游戏驿站股价在盘前交易中下跌5.6%，此前这家视频游戏零售商公布了与去年同期相比更大的亏损，并披露了美国证券交易委员会8月份发出的涉及其股票交易的传票。</blockquote></p><p> <b>Lucid Group(LCID)</b> – Lucid shares tumbled 6.5% in the premarket after the electric vehicle maker announced a $1.75 billion offering of convertible senior notes.</p><p><blockquote><b>Lucid集团(LCID)</b>–电动汽车制造商Lucid宣布发行17.5亿美元的可转换优先票据后，该公司股价在盘前下跌6.5%。</blockquote></p><p> <b>FuboTV(FUBO) </b>– The video streaming company was rated “overweight” in new coverage at J.P. Morgan Securities, based on Fubo’s sports-centered offerings as a differentiating factor. The stock jumped 2.8% in premarket action.</p><p><blockquote><b>FuboTV（富博）</b>-该视频流媒体公司在摩根大通证券的新报道中被评为“跑赢大盘”，这是基于富博以体育为中心的产品作为差异化因素。该股在盘前上涨2.8%。</blockquote></p><p> <b>CVS Health(CVS)</b> – The drug store operator issued new guidance ahead of its investor day, saying it expects a 2022 adjusted profit of $8.10 to $8.30 per share compared with an $8.24 consensus estimate and better-than-expected revenue. CVS also raised its 2021 outlook, and the shares rallied 2.6% in the premarket.</p><p><blockquote><b>CVS健康(CVS)</b>–这家药店运营商在投资者日之前发布了新的指引，称预计2022年调整后每股利润为8.10美元至8.30美元，而市场普遍预期为8.24美元，营收好于预期。CVS还上调了2021年展望，股价盘前上涨2.6%。</blockquote></p><p> <b>Hormel(HRL)</b> – The food producer beat estimates by a penny with quarterly earnings of 51 cents per share, and revenue that also topped Wall Street forecasts. Hormel saw double-digit growth across all of its business segments, and shares rose 1% in premarket trading.</p><p><blockquote><b>荷美尔(HRL)</b>–这家食品生产商的季度收益为每股51美分，超出预期1美分，收入也超出了华尔街的预期。荷美尔所有业务部门均实现两位数增长，股价在盘前交易中上涨1%。</blockquote></p><p> <b>RH(RH)</b> – The company formerly known as Restoration Hardware reported adjusted quarterly earnings of $7.03 per share, 40 cents above estimates, while the luxury home furnishings retailer’s revenue beat forecasts. RH also lifted the low end of its revenue outlook. RH surged 11% in premarket action.</p><p><blockquote><b>相对湿度（相对湿度）</b>-该公司前身为Restoration Hardware，报告调整后季度收益为每股7.03美元，比预期高出40美分，而这家豪华家居用品零售商的收入超出预期。RH还上调了收入预期的下限。RH在盘前交易中飙升11%。</blockquote></p><p> <b>Rent The Runway(RENT)</b> – Rent The Runway tumbled 8.2% in the premarket after the fashion rental company posted a loss that was wider than a year ago and reported subscriber numbers that have not yet returned to pre-pandemic levels. Sales did surge 66% over the same quarter a year ago.</p><p><blockquote><b>租用跑道（Rent）</b>–Rent The Runway在盘前下跌8.2%，此前这家时尚租赁公司公布的亏损幅度超过一年前，且订户数量尚未恢复到大流行前的水平。销售额确实比去年同期猛增了66%。</blockquote></p><p> <b>Apple(AAPL)</b> – Apple won an appeals court decision that delays changes to its App Store. An earlier ruling had ordered Apple to allow developers to offer payment alternatives outside of the App Store, stemming from its legal dispute with “Fortnite” developer Epic Games. Separately, Apple is closing in on a $3 trillion valuation, which will be achieved when the share price hits $182.86.</p><p><blockquote><b>苹果(AAPL)</b>-苹果赢得了上诉法院的裁决，推迟了对其应用商店的更改。早些时候的一项裁决命令苹果允许开发者在App Store之外提供支付替代方案，源于其与《堡垒之夜》开发商Epic Games的法律纠纷。另外，苹果的估值接近3万亿美元，这一估值将在股价达到182.86美元时实现。</blockquote></p><p> <b>Amazon(AMZN)</b>&nbsp;–&nbsp;Italy's antitrust said on Thursday it had fined e-commerce giant Amazon 1.13 billion euros ($1.28 billion) for alleged abuse of market dominance.</p><p><blockquote><b>亚马逊(AMZN)</b>-意大利反垄断机构周四表示，已对电商巨头亚马逊处以11.3亿欧元（12.8亿美元）的罚款，原因是其涉嫌滥用市场支配地位。</blockquote></p><p> <b>AstraZeneca(AZN)</b> – The drug maker’s Covid-19 antibody treatment won FDA approval for patients who cannot achieve adequate protection from vaccination.</p><p><blockquote><b>阿斯利康(AZN)</b>-该制药商的Covid-19抗体治疗获得FDA批准，用于无法通过疫苗接种获得足够保护的患者。</blockquote></p><p> <b>LabCorp(LH)</b> – The medical lab operator announced a number of steps to enhance shareholder value, including the initiation of a dividend in the second quarter of 2022 and the authorization of a $2.5 billion share repurchase program.</p><p><blockquote><b>LabCorp(LH)</b>–这家医学实验室运营商宣布了一系列提高股东价值的措施，包括在2022年第二季度启动股息以及授权25亿美元的股票回购计划。</blockquote></p><p> <b>UiPath(PATH)</b>&nbsp;–&nbsp;UiPath stock dropped 1.5% in premarket trading&nbsp;even as the “software robots” provider’s quarterly results topped Wall Street expectations.</p><p><blockquote><b>UiPath（路径）</b>-UiPath股价在盘前交易中下跌1.5%，尽管这家“软件机器人”提供商的季度业绩超出了华尔街的预期。</blockquote></p><p> <b>Yum Brands(YUM)</b> – The parent of KFC, Pizza Hut and Taco Bell was upgraded to “overweight” from “neutral” at Atlantic Equities, which sees the possibility of rising returns from the restaurant chain and calls Yum its favored name in the quick-service restaurant category. Yum rose 1% in the premarket.</p><p><blockquote><b>百胜餐饮集团(YUM)</b>-大西洋股票(Atlantic Equities)将肯德基、必胜客和塔可钟(Taco Bell)的母公司评级从“中性”上调至“跑赢大盘”，该公司认为这家连锁餐厅的回报可能会上升，而评级百胜是其在快餐店类别中最受欢迎的名称。百胜餐饮盘前上涨1%。</blockquote></p><p> <b>Pear Therapeutics(PEAR)</b>&nbsp;–&nbsp;Pear Therapeutics shares soared 30% in premarket trading.Prescription digital therapeutics company&nbsp;Pear Therapeutics&nbsp;began trading on Nasdaq Monday after wrapping up its merger with special-purpose acquisition company&nbsp;Thimble Point Acquisition Corp.&nbsp;last week.</p><p><blockquote><b>梨疗法(PEAR)</b>-Pear Therapeutics股价在盘前交易中飙升30%。处方数字治疗公司Pear Therapeutics在上周完成与特殊目的收购公司Thimble Point Acquisition Corp.的合并后，周一开始在纳斯达克交易。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FUBO":"fuboTV Inc.","LH":"徕博科","LCID":"Lucid Group Inc","AMZN":"亚马逊","AZN":"阿斯利康","PEAR":"Pear Therapeutics","HRL":"荷美尔","RH":"RH","AAPL":"苹果","CVS":"西维斯健康","PATH":"UiPath",".DJI":"道琼斯","RENT":"Rent the Runway, Inc.",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GME":"游戏驿站","YUM":"Yum Brands"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163175495","content_text":"U.S. stock-index futures hold solid losses after initial jobless claims come in at 184,000.\nAt 8:34 a.m. ET, Dow e-minis were down 168 points, or 0.47%, S&P 500 e-minis were down 21 points, or 0.45%, and Nasdaq 100 e-minis were down 80.5 points, or 0.49%.\n\nWeekly jobless claims reached tumbled last week, reaching a fresh 52-year low as the U.S. jobs market climbs out of its pandemic-era hole, the Labor Department reported Thursday.\nInitial filings for unemployment insurance totaled 184,000 for the week ended Dec. 4, the lowest going back to Sept. 6, 1969, which saw 182,000.\nInitial claims for unemployment insurance were expected to total 211,000 for the week ended Dec. 4, according to a Dow Jones economist survey.\nMeanwhile, a deal to avert U.S. debt default and raise the federal government's $28.9 trillion debt limit will be tested on Thursday in the Senate when the full chamber votes on whether to approve the measure.\nStocks making the biggest moves premarket: \nGameStop(GME) – GameStop shares slid 5.6% in premarket trading after the videogame retailer posted a wider loss compared with a year earlier and also disclosed an August subpoena from the SEC involving the trading of its shares.\nLucid Group(LCID) – Lucid shares tumbled 6.5% in the premarket after the electric vehicle maker announced a $1.75 billion offering of convertible senior notes.\nFuboTV(FUBO) – The video streaming company was rated “overweight” in new coverage at J.P. Morgan Securities, based on Fubo’s sports-centered offerings as a differentiating factor. The stock jumped 2.8% in premarket action.\nCVS Health(CVS) – The drug store operator issued new guidance ahead of its investor day, saying it expects a 2022 adjusted profit of $8.10 to $8.30 per share compared with an $8.24 consensus estimate and better-than-expected revenue. CVS also raised its 2021 outlook, and the shares rallied 2.6% in the premarket.\nHormel(HRL) – The food producer beat estimates by a penny with quarterly earnings of 51 cents per share, and revenue that also topped Wall Street forecasts. Hormel saw double-digit growth across all of its business segments, and shares rose 1% in premarket trading.\nRH(RH) – The company formerly known as Restoration Hardware reported adjusted quarterly earnings of $7.03 per share, 40 cents above estimates, while the luxury home furnishings retailer’s revenue beat forecasts. RH also lifted the low end of its revenue outlook. RH surged 11% in premarket action.\nRent The Runway(RENT) – Rent The Runway tumbled 8.2% in the premarket after the fashion rental company posted a loss that was wider than a year ago and reported subscriber numbers that have not yet returned to pre-pandemic levels. Sales did surge 66% over the same quarter a year ago.\nApple(AAPL) – Apple won an appeals court decision that delays changes to its App Store. An earlier ruling had ordered Apple to allow developers to offer payment alternatives outside of the App Store, stemming from its legal dispute with “Fortnite” developer Epic Games. Separately, Apple is closing in on a $3 trillion valuation, which will be achieved when the share price hits $182.86.\nAmazon(AMZN) – Italy's antitrust said on Thursday it had fined e-commerce giant Amazon 1.13 billion euros ($1.28 billion) for alleged abuse of market dominance.\nAstraZeneca(AZN) – The drug maker’s Covid-19 antibody treatment won FDA approval for patients who cannot achieve adequate protection from vaccination.\nLabCorp(LH) – The medical lab operator announced a number of steps to enhance shareholder value, including the initiation of a dividend in the second quarter of 2022 and the authorization of a $2.5 billion share repurchase program.\nUiPath(PATH) – UiPath stock dropped 1.5% in premarket trading even as the “software robots” provider’s quarterly results topped Wall Street expectations.\nYum Brands(YUM) – The parent of KFC, Pizza Hut and Taco Bell was upgraded to “overweight” from “neutral” at Atlantic Equities, which sees the possibility of rising returns from the restaurant chain and calls Yum its favored name in the quick-service restaurant category. Yum rose 1% in the premarket.\nPear Therapeutics(PEAR) – Pear Therapeutics shares soared 30% in premarket trading.Prescription digital therapeutics company Pear Therapeutics began trading on Nasdaq Monday after wrapping up its merger with special-purpose acquisition company Thimble Point Acquisition Corp. last week.","news_type":1,"symbols_score_info":{".IXIC":0.9,"YUM":0.9,"NQmain":0.9,"AAPL":0.9,".DJI":0.9,"YMmain":0.9,"RENT":0.9,"LCID":0.9,"ESmain":0.9,"CVS":0.9,"RH":0.9,"AZN":0.9,"FUBO":0.9,"HRL":0.9,".SPX":0.9,"PATH":0.9,"GME":0.9,"LH":0.9,"PEAR":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602343587,"gmtCreate":1638975977602,"gmtModify":1638975977709,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572953408050779","authorIdStr":"3572953408050779"},"themes":[],"htmlText":"Like like like drop more so that we can buy more!","listText":"Like like like drop more so that we can buy more!","text":"Like like like drop more so that we can buy more!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602343587","repostId":"1199688505","repostType":4,"repost":{"id":"1199688505","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638974553,"share":"https://www.laohu8.com/m/news/1199688505?lang=zh_CN&edition=full","pubTime":"2021-12-08 22:42","market":"us","language":"en","title":"EV stocks dropped in morning trading<blockquote>电动汽车股早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199688505","media":"Tiger Newspress","summary":"EV stocks dropped in morning trading.Tesla,Rivian,Xpeng Motors,Li Auto,Lucid,Fisker,Nikola and Farad","content":"<p>EV stocks dropped in morning trading.Tesla,Rivian,Xpeng Motors,Li Auto,Lucid,Fisker,Nikola and Faraday Future fell between 1% and 5%.NIO shares rose slightly.</p><p><blockquote>电动汽车股早盘下跌。特斯拉、Rivian、小鹏汽车、理想汽车、Lucid、菲斯克、尼古拉和法拉第未来跌幅在1%至5%之间。蔚来股价小幅上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d7f8f57ef57d2c11cb4d8fd5faec09fa\" tg-width=\"404\" tg-height=\"719\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks dropped in morning trading<blockquote>电动汽车股早盘下跌</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks dropped in morning trading<blockquote>电动汽车股早盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-08 22:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks dropped in morning trading.Tesla,Rivian,Xpeng Motors,Li Auto,Lucid,Fisker,Nikola and Faraday Future fell between 1% and 5%.NIO shares rose slightly.</p><p><blockquote>电动汽车股早盘下跌。特斯拉、Rivian、小鹏汽车、理想汽车、Lucid、菲斯克、尼古拉和法拉第未来跌幅在1%至5%之间。蔚来股价小幅上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d7f8f57ef57d2c11cb4d8fd5faec09fa\" tg-width=\"404\" tg-height=\"719\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc","NIO":"蔚来","FSR":"菲斯克","WKHS":"Workhorse Group, Inc.","TSLA":"特斯拉","LI":"理想汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199688505","content_text":"EV stocks dropped in morning trading.Tesla,Rivian,Xpeng Motors,Li Auto,Lucid,Fisker,Nikola and Faraday Future fell between 1% and 5%.NIO shares rose slightly.","news_type":1,"symbols_score_info":{"FSR":0.9,"FFIE":0.9,"WKHS":0.9,"NKLA":0.9,"NIO":0.9,"RIVN":0.9,"TSLA":0.9,"LCID":0.9,"RIDE":0.9,"LI":0.9,"TSP":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608732503,"gmtCreate":1638788502004,"gmtModify":1638788502215,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572953408050779","authorIdStr":"3572953408050779"},"themes":[],"htmlText":"Like like like buy buy buy","listText":"Like like like buy buy buy","text":"Like like like buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608732503","repostId":"2188576930","repostType":2,"repost":{"id":"2188576930","kind":"highlight","pubTimestamp":1638774986,"share":"https://www.laohu8.com/m/news/2188576930?lang=zh_CN&edition=full","pubTime":"2021-12-06 15:16","market":"us","language":"en","title":"Insider buying says a Santa Claus rally is on the way -- here are 10 stocks they favor<blockquote>内部买盘称圣诞老人反弹即将到来——以下是他们青睐的10只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2188576930","media":"MarketWatch","summary":"Corporate insiders stepped up buying considerably when the stock market weakened. Hang on to your stock-market exposure and add more if you can.The twin fears spooking investors – the omicron COVID strain and inflation – are overdone. Stocks should proceed higher as more people figure this out, leading to a Santa Claus rally later this month.There are lots of stock bargains because there’s been so much damage, even if narrower indexes like the S&P 500 and the Dow Jones Industrial Average have hu","content":"<p>Corporate insiders stepped up buying considerably when the stock market weakened</p><p><blockquote>当股市疲软时，公司内部人士大幅买入</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cb7144fa943d84b96ae88faa9be5533\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>MarketWatch composite/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>MarketWatch综合/盖蒂图片社</span></p></blockquote></p><p> Hang on to your stock-market exposure and add more if you can.</p><p><blockquote>坚持你的股市敞口，如果可以的话增加更多。</blockquote></p><p> The twin fears spooking investors – the omicron COVID strain and inflation – are overdone. Stocks should proceed higher as more people figure this out, leading to a Santa Claus rally later this month.</p><p><blockquote>令投资者感到恐慌的两个担忧——奥密克戎新冠疫情压力和通货膨胀——都有些过头了。随着越来越多的人意识到这一点，股市应该会走高，从而导致本月晚些时候的圣诞老人反弹。</blockquote></p><p> Corporate insiders confirm this view. They’ve stepped up buying considerably in the market weakness. What’s more they’re buying all the right groups – travel, retail, energy and materials, among others. These are the cyclical areas that’ll do the best as worries about growth recede, and insiders know it. I don’t see any hunkering down in defensive names like consumer staples.</p><p><blockquote>企业内部人士印证了这一观点。他们在市场疲软时大幅增加了购买。更重要的是，他们正在购买所有合适的群体——旅游、零售、能源和材料等。随着对增长的担忧消退，这些周期性领域将表现最好，内部人士也知道这一点。我没有看到任何像消费必需品这样的防御性名称。</blockquote></p><p> There are lots of stock bargains because there’s been so much damage, even if narrower indexes like the S&amp;P 500&nbsp;and the Dow Jones Industrial Average&nbsp;have hung tough, propped up by a few large names. The Russell 2000 small-cap index&nbsp;is down more than 10%, and most stocks in the more widely followed indexes like the S&amp;P 500 have also fallen more than 10% at some point recently.</p><p><blockquote>尽管标普500和道琼斯工业平均指数等较窄的指数在一些大公司的支撑下表现坚挺，但仍有很多股票便宜货，因为受到了如此大的损害。Russell 2000小盘股指数下跌超过10%，标普500等更广泛关注的指数中的大多数股票最近也在某个时候下跌超过10%。</blockquote></p><p> I’ll single out 10 names favored by insiders, including several I’ve recently suggested in my stock advisory letter Brush Up on Stocks (the link is in my bio, below). But first, a quick look at why insiders, like me, don’t seem to be too worried about the twin fears.</p><p><blockquote>我将挑出10个受到内部人士青睐的名字，其中包括我最近在股票咨询信《重温股票》中建议的几个名字（链接在下面我的简历中）。但首先，让我们快速了解一下为什么像我这样的内部人士似乎不太担心这两种恐惧。</blockquote></p><p> <b>Omicron</b></p><p><blockquote><b>奥密克戎</b></blockquote></p><p> The concern here is that this new variant is far more contagious and deadly than the delta variant.</p><p><blockquote>这里令人担忧的是，这种新变种比德尔塔变异毒株病毒更具传染性和致命性。</blockquote></p><p> The first fear may be true. Case counts are rising sharply in South Africa, which suggests it is more contagious. As for lethality, though, omicron seems to be mild so far. There is still a lot to learn, but this is the message we consistently get from doctors and health authorities with lots of experience with COVID.</p><p><blockquote>第一种担心可能是真的。南非的病例数急剧上升，这表明它的传染性更强。不过，就杀伤力而言，奥密克戎迄今为止似乎很温和。仍有很多东西需要学习，但这是我们不断从对COVID有丰富经验的医生和卫生当局那里得到的信息。</blockquote></p><p> “What we are seeing clinically in South Africa, and remember I’m at the epicenter of this where I’m practicing, is extremely mild for us,” says Angelique Coetzee, a doctor in South Africa who has three decades of experience. “These are mild cases. We haven’t admitted anyone. I’ve spoken to other colleagues of mine and they give the same picture.”</p><p><blockquote>拥有三十年经验的南非医生安吉丽克·库切(Angelique Coetzee)表示：“我们在南非临床上看到的情况，请记住，我正处于我执业的中心，对我们来说极其温和。”“这些都是轻微病例。我们没有收治任何人。我和我的其他同事谈过，他们也给出了同样的情况。”</blockquote></p><p> Hospitalizations in South Africa “are ticking up but not incredibly fast,” agrees William Hanage, an associate professor of epidemiology at Harvard and co-director of its Center for Communicable Disease Dynamics. U.S. health authorities confirm omicron may not be especially lethal. Both the Centers for Disease Control and Prevention and the Minnesota Department of Health describe the first cases found in the U.S. so far as mild.</p><p><blockquote>哈佛大学流行病学副教授兼传染病动力学中心联席主任威廉·哈纳奇（William Hanage）表示同意，南非的住院人数“正在增加，但速度并不是令人难以置信的快”。美国卫生当局证实，奥密克戎病毒可能不会特别致命。美国疾病控制与预防中心和明尼苏达州卫生部都将迄今为止在美国发现的首例病例描述为轻度病例。</blockquote></p><p> if the omicron variant is mild, this wouldn’t be a surprise. Respiratory viruses naturally evolve to be <i>more contagious and less lethal</i>, notes Professor Karl Lauterbach, an epidemiologist in Germany. This makes sense from the point of view of a virus. A virus has a better chance if it spreads quickly and does not kill its host.</p><p><blockquote>如果奥密克戎变种是温和的，这并不奇怪。呼吸道病毒自然进化为<i>传染性更强，致命性更低</i>德国流行病学家卡尔·劳特巴赫教授指出。从病毒的角度来看，这是有道理的。如果病毒传播迅速并且不会杀死宿主，它的机会就会更大。</blockquote></p><p> On vaccine “escape” or evasion, former Food and Drug Administration chief Scott Gottlieb thinks the current vaccines will work against omicron by suppressing symptoms enough to lower hospitalizations. “There’s a high degree of confidence that efficacy is going to be preserved,” he says. “Will it be the same 95%? Perhaps not, but you will still have a meaningful amount of efficacy.”</p><p><blockquote>关于疫苗“逃逸”或逃避，前美国食品和药物管理局局长Scott Gottlieb认为，目前的疫苗将通过抑制症状足以降低住院率来对抗奥密克戎病毒。“人们非常有信心保持功效，”他说。“会是同样的95%吗？也许不会，但你仍然会有有意义的功效。”</blockquote></p><p> He notes the mRNA vaccine companies can tweak their vaccines to make them even better, in a matter of months. Vaccine companies like Pfizer&nbsp;confirm boosters will work, and that they’ll be able to customize them for the omicron variant. “In our view and reiterated by Pfizer, the current booster will likely be effective,” says Jefferies biotech analyst Michael Yee. “A new version for 2022 can be even better.”</p><p><blockquote>他指出，mRNA疫苗公司可以在几个月内调整他们的疫苗，使其变得更好。辉瑞等疫苗公司确认加强剂会起作用，并且他们将能够为奥密克戎变种定制加强剂。杰富瑞生物技术分析师Michael Yee表示：“我们认为，辉瑞也重申，目前的增强剂可能会有效。”“2022年的新版本可能会更好。”</blockquote></p><p> <b>Inflation</b></p><p><blockquote><b>通货膨胀</b></blockquote></p><p> There’s are lots of reasons to think inflation fears are overblown. The worry here is that the Federal Reserve is “behind the curve” so it will have to hike rates aggressively, which might kill growth and the bull market. This isn’t going to happen. One sign is that commodity prices and shipping costs have been falling sharply. These are often the leading edge of inflation.</p><p><blockquote>有很多理由认为通胀担忧被夸大了。这里的担忧是美联储“落后于形势”，因此它将不得不大幅加息，这可能会扼杀增长和牛市。这是不会发生的。一个迹象是大宗商品价格和运输成本一直在大幅下降。这些往往是通货膨胀的前沿。</blockquote></p><p> Next, take a moment to drill down on the current inflation spike. To do so, consider the Atlanta Federal Reserve’s breakdown of the parts of the Core CPI Index into “flexible” categories (quick to change) and “sticky” categories (slow to change). Right now, the flexible components account for most of the headline inflation.</p><p><blockquote>接下来，花点时间深入了解当前的通胀飙升。为此，请考虑亚特兰大联储将核心CPI指数的各个部分分为“灵活”类别（变化快）和“粘性”类别（变化慢）。目前，灵活成分占总体通胀的大部分。</blockquote></p><p></p><p> These prices are up around 15% in the past year, compared to 3% gains for the “sticky” prices, points out economist Jim Paulsen, the market strategist at Leuthold Group. “While troublesome, the Core CPI Index’s overall rise is due almost entirely to prices that traditionally move around a lot, both up and down,” he says. This suggests the headline inflation rate can reverse and move down quickly from here.</p><p><blockquote>Leuthold Group市场策略师、经济学家吉姆·保尔森(Jim Paulsen)指出，这些价格在过去一年中上涨了约15%，而“粘性”价格的涨幅为3%。“虽然很麻烦，但核心CPI指数的整体上涨几乎完全是由于传统上价格波动较大，无论是上下波动，”他表示。这表明总体通胀率可能会逆转并从这里迅速下降。</blockquote></p><p> That’s what a lot of analysts and bond market investors think. Analysts expect inflation of less than 2% over the next two to 10 years, according to projections tracked by the Atlanta Fed. Meanwhile, the 10-year inflation rate projected by investors in the bond market stands at around 2.6%, notes Paulsen. Not terribly alarming.</p><p><blockquote>这是很多分析师和债市投资者的想法。根据亚特兰大联储追踪的预测，分析师预计未来两到十年通胀率将低于2%。保尔森指出，与此同时，债券市场投资者预计的10年期通胀率约为2.6%。不是很令人担忧。</blockquote></p><p> These projections make sense to me, because companies say their supply chain issues will be fixed by around the middle of next year. Shortages linked to supply chain issues have been a main contributor to price spikes.</p><p><blockquote>这些预测对我来说是有意义的，因为公司表示他们的供应链问题将在明年年中左右得到解决。与供应链问题相关的短缺是价格飙升的主要原因。</blockquote></p><p> Finally, mobility tracking data from Alphabet,Apple,OpenTable and the Transportation Security Administration show that people in the U.S. have significantly curtailed how much they go out in public. On Nov. 30 and Dec. 1, TSA check-ins were 79%-81% of 2019 levels, compared to 85% to 90% in the prior 10 days, by my calculations. If this reduced mobility slows the economy a little, it will ease fears about inflation and the need for the Fed taking away the punch bowl too quickly.</p><p><blockquote>最后，来自Alphabet、苹果、OpenTable和运输安全管理局的移动跟踪数据显示，美国人显着减少了在公共场合外出的次数。根据我的计算，11月30日和12月1日，美国运输安全管理局的登记人数为2019年水平的79%-81%，而前10天为85%至90%。如果流动性的减少稍微减缓了经济，这将缓解人们对通胀的担忧，以及美联储过快拿走潘趣酒碗的必要性。</blockquote></p><p> <b>Insiders</b></p><p><blockquote><b>内部人士</b></blockquote></p><p> In a mini-replay of March-October of 2020 when the COVID crisis first raged, insiders have once again stepped up to buy market weakness caused by fresh COVID fears. True, insiders are not epidemiologists. But they are not dummies either. They have good networks of contacts and they see the tone of their businesses every day. Their buying is focused on all the right areas like cyclicals, retail, energy and industrials, not defensive names.</p><p><blockquote>在2020年3月至10月COVID危机首次肆虐时的迷你回放中，内部人士再次站出来买入由新的COVID担忧造成的市场疲软。诚然，内部人士不是流行病学家。但他们也不是傻瓜。他们有良好的人脉网络，他们每天都能看到自己业务的基调。他们的购买集中在所有正确的领域，如周期性股票、零售、能源和工业，而不是防御性股票。</blockquote></p><p> Companies where insiders have been buying meaningful amounts over the past several days include outdoor and retail names Six Flags Entertainment,American Eagle Outfitters,Nordstrom&nbsp;and American Woodmark; travel names like Delta Air Lines&nbsp;and Playa Hotels &amp; Resorts ; energy names like Exxon Mobil&nbsp;and EOG Resources; and materials names like Cleveland-Cliffs&nbsp;and Orion Engineered Carbons.</p><p><blockquote>过去几天，内部人士大量买入的公司包括户外和零售品牌六旗娱乐公司、American Eagle Outfitters、Nordstrom和American Woodmark；达美航空和普拉亚酒店及度假村等旅游公司；埃克森美孚和EOG资源等能源公司；以及克利夫兰悬崖和猎户座工程碳等材料名称。</blockquote></p><p> <b>Ho, ho, ho!</b></p><p><blockquote><b>嗬，嗬，嗬！</b></blockquote></p><p> Their buying confirms work by seasonality and trading expert Larry Williams who tells me his work concludes we can expect a “Santa Claus” rally once again, later this month. We’ll see, but since the two main fears are false fears that will till take a little time to more fully recede, this makes sense to me.</p><p><blockquote>他们的购买证实了季节性和交易专家拉里·威廉姆斯的工作，他告诉我，他的工作得出的结论是，我们可以期待本月晚些时候再次出现“圣诞老人”反弹。我们会看到的，但由于两个主要的恐惧是虚假的恐惧，需要一点时间才能完全消退，这对我来说是有意义的。</blockquote></p><p></p>","source":"lsy1603348471595","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>Insider buying says a Santa Claus rally is on the way -- here are 10 stocks they favor<blockquote>内部买盘称圣诞老人反弹即将到来——以下是他们青睐的10只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInsider buying says a Santa Claus rally is on the way -- here are 10 stocks they favor<blockquote>内部买盘称圣诞老人反弹即将到来——以下是他们青睐的10只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-06 15:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Corporate insiders stepped up buying considerably when the stock market weakened</p><p><blockquote>当股市疲软时，公司内部人士大幅买入</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cb7144fa943d84b96ae88faa9be5533\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>MarketWatch composite/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>MarketWatch综合/盖蒂图片社</span></p></blockquote></p><p> Hang on to your stock-market exposure and add more if you can.</p><p><blockquote>坚持你的股市敞口，如果可以的话增加更多。</blockquote></p><p> The twin fears spooking investors – the omicron COVID strain and inflation – are overdone. Stocks should proceed higher as more people figure this out, leading to a Santa Claus rally later this month.</p><p><blockquote>令投资者感到恐慌的两个担忧——奥密克戎新冠疫情压力和通货膨胀——都有些过头了。随着越来越多的人意识到这一点，股市应该会走高，从而导致本月晚些时候的圣诞老人反弹。</blockquote></p><p> Corporate insiders confirm this view. They’ve stepped up buying considerably in the market weakness. What’s more they’re buying all the right groups – travel, retail, energy and materials, among others. These are the cyclical areas that’ll do the best as worries about growth recede, and insiders know it. I don’t see any hunkering down in defensive names like consumer staples.</p><p><blockquote>企业内部人士印证了这一观点。他们在市场疲软时大幅增加了购买。更重要的是，他们正在购买所有合适的群体——旅游、零售、能源和材料等。随着对增长的担忧消退，这些周期性领域将表现最好，内部人士也知道这一点。我没有看到任何像消费必需品这样的防御性名称。</blockquote></p><p> There are lots of stock bargains because there’s been so much damage, even if narrower indexes like the S&amp;P 500&nbsp;and the Dow Jones Industrial Average&nbsp;have hung tough, propped up by a few large names. The Russell 2000 small-cap index&nbsp;is down more than 10%, and most stocks in the more widely followed indexes like the S&amp;P 500 have also fallen more than 10% at some point recently.</p><p><blockquote>尽管标普500和道琼斯工业平均指数等较窄的指数在一些大公司的支撑下表现坚挺，但仍有很多股票便宜货，因为受到了如此大的损害。Russell 2000小盘股指数下跌超过10%，标普500等更广泛关注的指数中的大多数股票最近也在某个时候下跌超过10%。</blockquote></p><p> I’ll single out 10 names favored by insiders, including several I’ve recently suggested in my stock advisory letter Brush Up on Stocks (the link is in my bio, below). But first, a quick look at why insiders, like me, don’t seem to be too worried about the twin fears.</p><p><blockquote>我将挑出10个受到内部人士青睐的名字，其中包括我最近在股票咨询信《重温股票》中建议的几个名字（链接在下面我的简历中）。但首先，让我们快速了解一下为什么像我这样的内部人士似乎不太担心这两种恐惧。</blockquote></p><p> <b>Omicron</b></p><p><blockquote><b>奥密克戎</b></blockquote></p><p> The concern here is that this new variant is far more contagious and deadly than the delta variant.</p><p><blockquote>这里令人担忧的是，这种新变种比德尔塔变异毒株病毒更具传染性和致命性。</blockquote></p><p> The first fear may be true. Case counts are rising sharply in South Africa, which suggests it is more contagious. As for lethality, though, omicron seems to be mild so far. There is still a lot to learn, but this is the message we consistently get from doctors and health authorities with lots of experience with COVID.</p><p><blockquote>第一种担心可能是真的。南非的病例数急剧上升，这表明它的传染性更强。不过，就杀伤力而言，奥密克戎迄今为止似乎很温和。仍有很多东西需要学习，但这是我们不断从对COVID有丰富经验的医生和卫生当局那里得到的信息。</blockquote></p><p> “What we are seeing clinically in South Africa, and remember I’m at the epicenter of this where I’m practicing, is extremely mild for us,” says Angelique Coetzee, a doctor in South Africa who has three decades of experience. “These are mild cases. We haven’t admitted anyone. I’ve spoken to other colleagues of mine and they give the same picture.”</p><p><blockquote>拥有三十年经验的南非医生安吉丽克·库切(Angelique Coetzee)表示：“我们在南非临床上看到的情况，请记住，我正处于我执业的中心，对我们来说极其温和。”“这些都是轻微病例。我们没有收治任何人。我和我的其他同事谈过，他们也给出了同样的情况。”</blockquote></p><p> Hospitalizations in South Africa “are ticking up but not incredibly fast,” agrees William Hanage, an associate professor of epidemiology at Harvard and co-director of its Center for Communicable Disease Dynamics. U.S. health authorities confirm omicron may not be especially lethal. Both the Centers for Disease Control and Prevention and the Minnesota Department of Health describe the first cases found in the U.S. so far as mild.</p><p><blockquote>哈佛大学流行病学副教授兼传染病动力学中心联席主任威廉·哈纳奇（William Hanage）表示同意，南非的住院人数“正在增加，但速度并不是令人难以置信的快”。美国卫生当局证实，奥密克戎病毒可能不会特别致命。美国疾病控制与预防中心和明尼苏达州卫生部都将迄今为止在美国发现的首例病例描述为轻度病例。</blockquote></p><p> if the omicron variant is mild, this wouldn’t be a surprise. Respiratory viruses naturally evolve to be <i>more contagious and less lethal</i>, notes Professor Karl Lauterbach, an epidemiologist in Germany. This makes sense from the point of view of a virus. A virus has a better chance if it spreads quickly and does not kill its host.</p><p><blockquote>如果奥密克戎变种是温和的，这并不奇怪。呼吸道病毒自然进化为<i>传染性更强，致命性更低</i>德国流行病学家卡尔·劳特巴赫教授指出。从病毒的角度来看，这是有道理的。如果病毒传播迅速并且不会杀死宿主，它的机会就会更大。</blockquote></p><p> On vaccine “escape” or evasion, former Food and Drug Administration chief Scott Gottlieb thinks the current vaccines will work against omicron by suppressing symptoms enough to lower hospitalizations. “There’s a high degree of confidence that efficacy is going to be preserved,” he says. “Will it be the same 95%? Perhaps not, but you will still have a meaningful amount of efficacy.”</p><p><blockquote>关于疫苗“逃逸”或逃避，前美国食品和药物管理局局长Scott Gottlieb认为，目前的疫苗将通过抑制症状足以降低住院率来对抗奥密克戎病毒。“人们非常有信心保持功效，”他说。“会是同样的95%吗？也许不会，但你仍然会有有意义的功效。”</blockquote></p><p> He notes the mRNA vaccine companies can tweak their vaccines to make them even better, in a matter of months. Vaccine companies like Pfizer&nbsp;confirm boosters will work, and that they’ll be able to customize them for the omicron variant. “In our view and reiterated by Pfizer, the current booster will likely be effective,” says Jefferies biotech analyst Michael Yee. “A new version for 2022 can be even better.”</p><p><blockquote>他指出，mRNA疫苗公司可以在几个月内调整他们的疫苗，使其变得更好。辉瑞等疫苗公司确认加强剂会起作用，并且他们将能够为奥密克戎变种定制加强剂。杰富瑞生物技术分析师Michael Yee表示：“我们认为，辉瑞也重申，目前的增强剂可能会有效。”“2022年的新版本可能会更好。”</blockquote></p><p> <b>Inflation</b></p><p><blockquote><b>通货膨胀</b></blockquote></p><p> There’s are lots of reasons to think inflation fears are overblown. The worry here is that the Federal Reserve is “behind the curve” so it will have to hike rates aggressively, which might kill growth and the bull market. This isn’t going to happen. One sign is that commodity prices and shipping costs have been falling sharply. These are often the leading edge of inflation.</p><p><blockquote>有很多理由认为通胀担忧被夸大了。这里的担忧是美联储“落后于形势”，因此它将不得不大幅加息，这可能会扼杀增长和牛市。这是不会发生的。一个迹象是大宗商品价格和运输成本一直在大幅下降。这些往往是通货膨胀的前沿。</blockquote></p><p> Next, take a moment to drill down on the current inflation spike. To do so, consider the Atlanta Federal Reserve’s breakdown of the parts of the Core CPI Index into “flexible” categories (quick to change) and “sticky” categories (slow to change). Right now, the flexible components account for most of the headline inflation.</p><p><blockquote>接下来，花点时间深入了解当前的通胀飙升。为此，请考虑亚特兰大联储将核心CPI指数的各个部分分为“灵活”类别（变化快）和“粘性”类别（变化慢）。目前，灵活成分占总体通胀的大部分。</blockquote></p><p></p><p> These prices are up around 15% in the past year, compared to 3% gains for the “sticky” prices, points out economist Jim Paulsen, the market strategist at Leuthold Group. “While troublesome, the Core CPI Index’s overall rise is due almost entirely to prices that traditionally move around a lot, both up and down,” he says. This suggests the headline inflation rate can reverse and move down quickly from here.</p><p><blockquote>Leuthold Group市场策略师、经济学家吉姆·保尔森(Jim Paulsen)指出，这些价格在过去一年中上涨了约15%，而“粘性”价格的涨幅为3%。“虽然很麻烦，但核心CPI指数的整体上涨几乎完全是由于传统上价格波动较大，无论是上下波动，”他表示。这表明总体通胀率可能会逆转并从这里迅速下降。</blockquote></p><p> That’s what a lot of analysts and bond market investors think. Analysts expect inflation of less than 2% over the next two to 10 years, according to projections tracked by the Atlanta Fed. Meanwhile, the 10-year inflation rate projected by investors in the bond market stands at around 2.6%, notes Paulsen. Not terribly alarming.</p><p><blockquote>这是很多分析师和债市投资者的想法。根据亚特兰大联储追踪的预测，分析师预计未来两到十年通胀率将低于2%。保尔森指出，与此同时，债券市场投资者预计的10年期通胀率约为2.6%。不是很令人担忧。</blockquote></p><p> These projections make sense to me, because companies say their supply chain issues will be fixed by around the middle of next year. Shortages linked to supply chain issues have been a main contributor to price spikes.</p><p><blockquote>这些预测对我来说是有意义的，因为公司表示他们的供应链问题将在明年年中左右得到解决。与供应链问题相关的短缺是价格飙升的主要原因。</blockquote></p><p> Finally, mobility tracking data from Alphabet,Apple,OpenTable and the Transportation Security Administration show that people in the U.S. have significantly curtailed how much they go out in public. On Nov. 30 and Dec. 1, TSA check-ins were 79%-81% of 2019 levels, compared to 85% to 90% in the prior 10 days, by my calculations. If this reduced mobility slows the economy a little, it will ease fears about inflation and the need for the Fed taking away the punch bowl too quickly.</p><p><blockquote>最后，来自Alphabet、苹果、OpenTable和运输安全管理局的移动跟踪数据显示，美国人显着减少了在公共场合外出的次数。根据我的计算，11月30日和12月1日，美国运输安全管理局的登记人数为2019年水平的79%-81%，而前10天为85%至90%。如果流动性的减少稍微减缓了经济，这将缓解人们对通胀的担忧，以及美联储过快拿走潘趣酒碗的必要性。</blockquote></p><p> <b>Insiders</b></p><p><blockquote><b>内部人士</b></blockquote></p><p> In a mini-replay of March-October of 2020 when the COVID crisis first raged, insiders have once again stepped up to buy market weakness caused by fresh COVID fears. True, insiders are not epidemiologists. But they are not dummies either. They have good networks of contacts and they see the tone of their businesses every day. Their buying is focused on all the right areas like cyclicals, retail, energy and industrials, not defensive names.</p><p><blockquote>在2020年3月至10月COVID危机首次肆虐时的迷你回放中，内部人士再次站出来买入由新的COVID担忧造成的市场疲软。诚然，内部人士不是流行病学家。但他们也不是傻瓜。他们有良好的人脉网络，他们每天都能看到自己业务的基调。他们的购买集中在所有正确的领域，如周期性股票、零售、能源和工业，而不是防御性股票。</blockquote></p><p> Companies where insiders have been buying meaningful amounts over the past several days include outdoor and retail names Six Flags Entertainment,American Eagle Outfitters,Nordstrom&nbsp;and American Woodmark; travel names like Delta Air Lines&nbsp;and Playa Hotels &amp; Resorts ; energy names like Exxon Mobil&nbsp;and EOG Resources; and materials names like Cleveland-Cliffs&nbsp;and Orion Engineered Carbons.</p><p><blockquote>过去几天，内部人士大量买入的公司包括户外和零售品牌六旗娱乐公司、American Eagle Outfitters、Nordstrom和American Woodmark；达美航空和普拉亚酒店及度假村等旅游公司；埃克森美孚和EOG资源等能源公司；以及克利夫兰悬崖和猎户座工程碳等材料名称。</blockquote></p><p> <b>Ho, ho, ho!</b></p><p><blockquote><b>嗬，嗬，嗬！</b></blockquote></p><p> Their buying confirms work by seasonality and trading expert Larry Williams who tells me his work concludes we can expect a “Santa Claus” rally once again, later this month. We’ll see, but since the two main fears are false fears that will till take a little time to more fully recede, this makes sense to me.</p><p><blockquote>他们的购买证实了季节性和交易专家拉里·威廉姆斯的工作，他告诉我，他的工作得出的结论是，我们可以期待本月晚些时候再次出现“圣诞老人”反弹。我们会看到的，但由于两个主要的恐惧是虚假的恐惧，需要一点时间才能完全消退，这对我来说是有意义的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/insider-buying-says-a-santa-claus-rally-is-on-the-way-here-are-10-stocks-they-favor-11638541634?mod=home-page\">MarketWatch</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":{"EOG":"依欧格资源","XOM":"埃克森美孚","DAL":"达美航空","JWN":"诺德斯特龙","OEC":"Orion Engineered Carbons","AEO":"美鹰服饰","AMWD":"美国伍德马克","SIX":"Six Flags Entertainment Corp","PLYA":"Playa Hotels & Resorts NV","CLF":"克利夫兰克里夫"},"source_url":"https://www.marketwatch.com/story/insider-buying-says-a-santa-claus-rally-is-on-the-way-here-are-10-stocks-they-favor-11638541634?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188576930","content_text":"Corporate insiders stepped up buying considerably when the stock market weakened\nMarketWatch composite/Getty Images\nHang on to your stock-market exposure and add more if you can.\nThe twin fears spooking investors – the omicron COVID strain and inflation – are overdone. Stocks should proceed higher as more people figure this out, leading to a Santa Claus rally later this month.\nCorporate insiders confirm this view. They’ve stepped up buying considerably in the market weakness. What’s more they’re buying all the right groups – travel, retail, energy and materials, among others. These are the cyclical areas that’ll do the best as worries about growth recede, and insiders know it. I don’t see any hunkering down in defensive names like consumer staples.\nThere are lots of stock bargains because there’s been so much damage, even if narrower indexes like the S&P 500 and the Dow Jones Industrial Average have hung tough, propped up by a few large names. The Russell 2000 small-cap index is down more than 10%, and most stocks in the more widely followed indexes like the S&P 500 have also fallen more than 10% at some point recently.\nI’ll single out 10 names favored by insiders, including several I’ve recently suggested in my stock advisory letter Brush Up on Stocks (the link is in my bio, below). But first, a quick look at why insiders, like me, don’t seem to be too worried about the twin fears.\nOmicron\nThe concern here is that this new variant is far more contagious and deadly than the delta variant.\nThe first fear may be true. Case counts are rising sharply in South Africa, which suggests it is more contagious. As for lethality, though, omicron seems to be mild so far. There is still a lot to learn, but this is the message we consistently get from doctors and health authorities with lots of experience with COVID.\n“What we are seeing clinically in South Africa, and remember I’m at the epicenter of this where I’m practicing, is extremely mild for us,” says Angelique Coetzee, a doctor in South Africa who has three decades of experience. “These are mild cases. We haven’t admitted anyone. I’ve spoken to other colleagues of mine and they give the same picture.”\nHospitalizations in South Africa “are ticking up but not incredibly fast,” agrees William Hanage, an associate professor of epidemiology at Harvard and co-director of its Center for Communicable Disease Dynamics. U.S. health authorities confirm omicron may not be especially lethal. Both the Centers for Disease Control and Prevention and the Minnesota Department of Health describe the first cases found in the U.S. so far as mild.\nif the omicron variant is mild, this wouldn’t be a surprise. Respiratory viruses naturally evolve to be more contagious and less lethal, notes Professor Karl Lauterbach, an epidemiologist in Germany. This makes sense from the point of view of a virus. A virus has a better chance if it spreads quickly and does not kill its host.\nOn vaccine “escape” or evasion, former Food and Drug Administration chief Scott Gottlieb thinks the current vaccines will work against omicron by suppressing symptoms enough to lower hospitalizations. “There’s a high degree of confidence that efficacy is going to be preserved,” he says. “Will it be the same 95%? Perhaps not, but you will still have a meaningful amount of efficacy.”\nHe notes the mRNA vaccine companies can tweak their vaccines to make them even better, in a matter of months. Vaccine companies like Pfizer confirm boosters will work, and that they’ll be able to customize them for the omicron variant. “In our view and reiterated by Pfizer, the current booster will likely be effective,” says Jefferies biotech analyst Michael Yee. “A new version for 2022 can be even better.”\nInflation\nThere’s are lots of reasons to think inflation fears are overblown. The worry here is that the Federal Reserve is “behind the curve” so it will have to hike rates aggressively, which might kill growth and the bull market. This isn’t going to happen. One sign is that commodity prices and shipping costs have been falling sharply. These are often the leading edge of inflation.\nNext, take a moment to drill down on the current inflation spike. To do so, consider the Atlanta Federal Reserve’s breakdown of the parts of the Core CPI Index into “flexible” categories (quick to change) and “sticky” categories (slow to change). Right now, the flexible components account for most of the headline inflation.\nThese prices are up around 15% in the past year, compared to 3% gains for the “sticky” prices, points out economist Jim Paulsen, the market strategist at Leuthold Group. “While troublesome, the Core CPI Index’s overall rise is due almost entirely to prices that traditionally move around a lot, both up and down,” he says. This suggests the headline inflation rate can reverse and move down quickly from here.\nThat’s what a lot of analysts and bond market investors think. Analysts expect inflation of less than 2% over the next two to 10 years, according to projections tracked by the Atlanta Fed. Meanwhile, the 10-year inflation rate projected by investors in the bond market stands at around 2.6%, notes Paulsen. Not terribly alarming.\nThese projections make sense to me, because companies say their supply chain issues will be fixed by around the middle of next year. Shortages linked to supply chain issues have been a main contributor to price spikes.\nFinally, mobility tracking data from Alphabet,Apple,OpenTable and the Transportation Security Administration show that people in the U.S. have significantly curtailed how much they go out in public. On Nov. 30 and Dec. 1, TSA check-ins were 79%-81% of 2019 levels, compared to 85% to 90% in the prior 10 days, by my calculations. If this reduced mobility slows the economy a little, it will ease fears about inflation and the need for the Fed taking away the punch bowl too quickly.\nInsiders\nIn a mini-replay of March-October of 2020 when the COVID crisis first raged, insiders have once again stepped up to buy market weakness caused by fresh COVID fears. True, insiders are not epidemiologists. But they are not dummies either. They have good networks of contacts and they see the tone of their businesses every day. Their buying is focused on all the right areas like cyclicals, retail, energy and industrials, not defensive names.\nCompanies where insiders have been buying meaningful amounts over the past several days include outdoor and retail names Six Flags Entertainment,American Eagle Outfitters,Nordstrom and American Woodmark; travel names like Delta Air Lines and Playa Hotels & Resorts ; energy names like Exxon Mobil and EOG Resources; and materials names like Cleveland-Cliffs and Orion Engineered Carbons.\nHo, ho, ho!\nTheir buying confirms work by seasonality and trading expert Larry Williams who tells me his work concludes we can expect a “Santa Claus” rally once again, later this month. We’ll see, but since the two main fears are false fears that will till take a little time to more fully recede, this makes sense to me.","news_type":1,"symbols_score_info":{"AEO":0.9,"EOG":0.9,"SIX":0.9,"PLYA":0.9,"AMWD":0.9,"CLF":0.9,"JWN":0.9,"DAL":0.9,"XOM":0.9,"OEC":0.9}},"isVote":1,"tweetType":1,"viewCount":2085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600265953,"gmtCreate":1638160064375,"gmtModify":1638160064431,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572953408050779","authorIdStr":"3572953408050779"},"themes":[],"htmlText":"Lol anyhow put 200k meh","listText":"Lol anyhow put 200k meh","text":"Lol anyhow put 200k meh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600265953","repostId":"2186432637","repostType":2,"isVote":1,"tweetType":1,"viewCount":1872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600330161,"gmtCreate":1638064801574,"gmtModify":1638064801574,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572953408050779","authorIdStr":"3572953408050779"},"themes":[],"htmlText":"Like like like","listText":"Like like like","text":"Like like like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/600330161","repostId":"2186340224","repostType":2,"isVote":1,"tweetType":1,"viewCount":1904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877909216,"gmtCreate":1637852629774,"gmtModify":1637852629774,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572953408050779","authorIdStr":"3572953408050779"},"themes":[],"htmlText":"Hodl","listText":"Hodl","text":"Hodl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877909216","repostId":"2186916023","repostType":2,"isVote":1,"tweetType":1,"viewCount":2756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877082146,"gmtCreate":1637842553660,"gmtModify":1637842553660,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572953408050779","authorIdStr":"3572953408050779"},"themes":[],"htmlText":"Like like like","listText":"Like like like","text":"Like like like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877082146","repostId":"2185354679","repostType":4,"isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871387037,"gmtCreate":1637026901344,"gmtModify":1637026901344,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572953408050779","authorIdStr":"3572953408050779"},"themes":[],"htmlText":"Win liao lo","listText":"Win liao lo","text":"Win liao lo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871387037","repostId":"1118366658","repostType":2,"isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873753434,"gmtCreate":1636988633348,"gmtModify":1636988633460,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572953408050779","authorIdStr":"3572953408050779"},"themes":[],"htmlText":"Come on drop back to where it suppose to be so that we can buy millions shares","listText":"Come on drop back to where it suppose to be so that we can buy millions shares","text":"Come on drop back to where it suppose to be so that we can buy millions shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873753434","repostId":"1132196295","repostType":2,"repost":{"id":"1132196295","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636987213,"share":"https://www.laohu8.com/m/news/1132196295?lang=zh_CN&edition=full","pubTime":"2021-11-15 22:40","market":"us","language":"en","title":"Tesla once fell below 1000 dollars in morning trading as Musk sold about 6.34 million Tesla shares this month<blockquote>特斯拉早盘一度跌破1000美元因马斯克本月抛售约634万股特斯拉股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132196295","media":"Tiger Newspress","summary":"(Update: Nov 15, 2021 at 9:46 a.m. ET)\nTesla‘s price once fell below 1000 dollars in morning trading","content":"<p>(Update: Nov 15, 2021 at 9:46 a.m. ET)</p><p><blockquote>（更新：美国东部时间2021年11月15日上午9:46）</blockquote></p><p> Tesla‘s&nbsp;price&nbsp;once&nbsp;fell&nbsp;below&nbsp;1000&nbsp;dollars&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/bb06e5c0e3aac2fa18d4689e517035df\" tg-width=\"776\" tg-height=\"562\" width=\"100%\" height=\"auto\"></p><p><blockquote>特斯拉早盘一度跌破1000美元。</blockquote></p><p> Musk sold about 6.34 million Tesla shares this month. According to reports, Tesla CEO Musk hinted that he would sell more Tesla shares.Moreover,Michael Bury, a \"big bear\", tweeted that Musk only wanted to cash out at a high position.</p><p><blockquote>马斯克本月出售了约634万股特斯拉股票。据报道，特斯拉CEO马斯克暗示将出售更多特斯拉股票。此外，“大空头”Michael Bury在推特上表示，马斯克只想高位套现。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla once fell below 1000 dollars in morning trading as Musk sold about 6.34 million Tesla shares this month<blockquote>特斯拉早盘一度跌破1000美元因马斯克本月抛售约634万股特斯拉股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla once fell below 1000 dollars in morning trading as Musk sold about 6.34 million Tesla shares this month<blockquote>特斯拉早盘一度跌破1000美元因马斯克本月抛售约634万股特斯拉股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-15 22:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Update: Nov 15, 2021 at 9:46 a.m. ET)</p><p><blockquote>（更新：美国东部时间2021年11月15日上午9:46）</blockquote></p><p> Tesla‘s&nbsp;price&nbsp;once&nbsp;fell&nbsp;below&nbsp;1000&nbsp;dollars&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/bb06e5c0e3aac2fa18d4689e517035df\" tg-width=\"776\" tg-height=\"562\" width=\"100%\" height=\"auto\"></p><p><blockquote>特斯拉早盘一度跌破1000美元。</blockquote></p><p> Musk sold about 6.34 million Tesla shares this month. According to reports, Tesla CEO Musk hinted that he would sell more Tesla shares.Moreover,Michael Bury, a \"big bear\", tweeted that Musk only wanted to cash out at a high position.</p><p><blockquote>马斯克本月出售了约634万股特斯拉股票。据报道，特斯拉CEO马斯克暗示将出售更多特斯拉股票。此外，“大空头”Michael Bury在推特上表示，马斯克只想高位套现。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132196295","content_text":"(Update: Nov 15, 2021 at 9:46 a.m. ET)\nTesla‘s price once fell below 1000 dollars in morning trading.\nMusk sold about 6.34 million Tesla shares this month. According to reports, Tesla CEO Musk hinted that he would sell more Tesla shares.Moreover,Michael Bury, a \"big bear\", tweeted that Musk only wanted to cash out at a high position.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873722656,"gmtCreate":1636988382184,"gmtModify":1636988382184,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572953408050779","authorIdStr":"3572953408050779"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>drop like a G6","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>drop like a G6","text":"$Tesla Motors(TSLA)$drop like a G6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873722656","isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879715812,"gmtCreate":1636772247540,"gmtModify":1636776939583,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572953408050779","authorIdStr":"3572953408050779"},"themes":[],"htmlText":"Yes, nowadays stocks are driven blindly by followers without seeing the fundamental behind it, this 1 trillion market does&nbsp;not justify right now in the market, probably yes in the future, but definitely not now, so drop back to where it is so that we can have our million shares 😆","listText":"Yes, nowadays stocks are driven blindly by followers without seeing the fundamental behind it, this 1 trillion market does&nbsp;not justify right now in the market, probably yes in the future, but definitely not now, so drop back to where it is so that we can have our million shares 😆","text":"Yes, nowadays stocks are driven blindly by followers without seeing the fundamental behind it, this 1 trillion market does not justify right now in the market, probably yes in the future, but definitely not now, so drop back to where it is so that we can have our million shares 😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879715812","repostId":"1163118124","repostType":2,"isVote":1,"tweetType":1,"viewCount":1326,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000542","authorId":"9000000000000542","name":"JeromeErnest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000542","authorIdStr":"9000000000000542"},"content":"90% of the investors do not understand the principles behind the stock markets, they just follow the trend and what their friends saying. do you agree?😁","text":"90% of the investors do not understand the principles behind the stock markets, they just follow the trend and what their friends saying. do you agree?😁","html":"90% of the investors do not understand the principles behind the stock markets, they just follow the trend and what their friends saying. do you agree?😁"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879737653,"gmtCreate":1636771434463,"gmtModify":1636771434463,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572953408050779","authorIdStr":"3572953408050779"},"themes":[],"htmlText":"Sweet","listText":"Sweet","text":"Sweet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879737653","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=zh_CN&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，其中2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</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>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-13 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，其中2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Seeking Alpha</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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879737355,"gmtCreate":1636771412242,"gmtModify":1636771412242,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572953408050779","authorIdStr":"3572953408050779"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879737355","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=zh_CN&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，其中2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</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>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-13 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，其中2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Seeking Alpha</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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879705516,"gmtCreate":1636769905613,"gmtModify":1636769905613,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572953408050779","authorIdStr":"3572953408050779"},"themes":[],"htmlText":"Wa&nbsp; millions share&nbsp;","listText":"Wa&nbsp; millions share&nbsp;","text":"Wa millions share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879705516","repostId":"1151602326","repostType":2,"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":600330161,"gmtCreate":1638064801574,"gmtModify":1638064801574,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572953408050779","idStr":"3572953408050779"},"themes":[],"htmlText":"Like like like","listText":"Like like like","text":"Like like like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/600330161","repostId":"2186340224","repostType":2,"isVote":1,"tweetType":1,"viewCount":1904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873753434,"gmtCreate":1636988633348,"gmtModify":1636988633460,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572953408050779","idStr":"3572953408050779"},"themes":[],"htmlText":"Come on drop back to where it suppose to be so that we can buy millions shares","listText":"Come on drop back to where it suppose to be so that we can buy millions shares","text":"Come on drop back to where it suppose to be so that we can buy millions shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873753434","repostId":"1132196295","repostType":2,"repost":{"id":"1132196295","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636987213,"share":"https://www.laohu8.com/m/news/1132196295?lang=zh_CN&edition=full","pubTime":"2021-11-15 22:40","market":"us","language":"en","title":"Tesla once fell below 1000 dollars in morning trading as Musk sold about 6.34 million Tesla shares this month<blockquote>特斯拉早盘一度跌破1000美元因马斯克本月抛售约634万股特斯拉股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132196295","media":"Tiger Newspress","summary":"(Update: Nov 15, 2021 at 9:46 a.m. ET)\nTesla‘s price once fell below 1000 dollars in morning trading","content":"<p>(Update: Nov 15, 2021 at 9:46 a.m. ET)</p><p><blockquote>（更新：美国东部时间2021年11月15日上午9:46）</blockquote></p><p> Tesla‘s&nbsp;price&nbsp;once&nbsp;fell&nbsp;below&nbsp;1000&nbsp;dollars&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/bb06e5c0e3aac2fa18d4689e517035df\" tg-width=\"776\" tg-height=\"562\" width=\"100%\" height=\"auto\"></p><p><blockquote>特斯拉早盘一度跌破1000美元。</blockquote></p><p> Musk sold about 6.34 million Tesla shares this month. According to reports, Tesla CEO Musk hinted that he would sell more Tesla shares.Moreover,Michael Bury, a \"big bear\", tweeted that Musk only wanted to cash out at a high position.</p><p><blockquote>马斯克本月出售了约634万股特斯拉股票。据报道，特斯拉CEO马斯克暗示将出售更多特斯拉股票。此外，“大空头”Michael Bury在推特上表示，马斯克只想高位套现。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla once fell below 1000 dollars in morning trading as Musk sold about 6.34 million Tesla shares this month<blockquote>特斯拉早盘一度跌破1000美元因马斯克本月抛售约634万股特斯拉股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla once fell below 1000 dollars in morning trading as Musk sold about 6.34 million Tesla shares this month<blockquote>特斯拉早盘一度跌破1000美元因马斯克本月抛售约634万股特斯拉股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-15 22:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Update: Nov 15, 2021 at 9:46 a.m. ET)</p><p><blockquote>（更新：美国东部时间2021年11月15日上午9:46）</blockquote></p><p> Tesla‘s&nbsp;price&nbsp;once&nbsp;fell&nbsp;below&nbsp;1000&nbsp;dollars&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/bb06e5c0e3aac2fa18d4689e517035df\" tg-width=\"776\" tg-height=\"562\" width=\"100%\" height=\"auto\"></p><p><blockquote>特斯拉早盘一度跌破1000美元。</blockquote></p><p> Musk sold about 6.34 million Tesla shares this month. According to reports, Tesla CEO Musk hinted that he would sell more Tesla shares.Moreover,Michael Bury, a \"big bear\", tweeted that Musk only wanted to cash out at a high position.</p><p><blockquote>马斯克本月出售了约634万股特斯拉股票。据报道，特斯拉CEO马斯克暗示将出售更多特斯拉股票。此外，“大空头”Michael Bury在推特上表示，马斯克只想高位套现。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132196295","content_text":"(Update: Nov 15, 2021 at 9:46 a.m. ET)\nTesla‘s price once fell below 1000 dollars in morning trading.\nMusk sold about 6.34 million Tesla shares this month. According to reports, Tesla CEO Musk hinted that he would sell more Tesla shares.Moreover,Michael Bury, a \"big bear\", tweeted that Musk only wanted to cash out at a high position.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698483869,"gmtCreate":1640492303230,"gmtModify":1640492303412,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572953408050779","idStr":"3572953408050779"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698483869","repostId":"2193781141","repostType":2,"isVote":1,"tweetType":1,"viewCount":3492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602437848,"gmtCreate":1639055515496,"gmtModify":1639055515593,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572953408050779","idStr":"3572953408050779"},"themes":[],"htmlText":"Drop more as santa gifts for us","listText":"Drop more as santa gifts for us","text":"Drop more as santa gifts for us","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602437848","repostId":"1163175495","repostType":4,"repost":{"id":"1163175495","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639056901,"share":"https://www.laohu8.com/m/news/1163175495?lang=zh_CN&edition=full","pubTime":"2021-12-09 21:35","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163175495","media":"Tiger Newspress","summary":"U.S. stock-index futures hold solid losses after initial jobless claims come in at 184,000.\nAt 8:34 ","content":"<p>U.S.&nbsp;stock-index futures hold solid losses after initial jobless claims come in at 184,000.</p><p><blockquote>首次申请失业救济人数达到184,000人后，美国股指期货继续下跌。</blockquote></p><p> At 8:34 a.m. ET, Dow e-minis were down 168 points, or 0.47%, S&amp;P 500 e-minis were down 21 points, or 0.45%, and Nasdaq 100 e-minis were down 80.5 points, or 0.49%.</p><p><blockquote>截至美国东部时间上午8:34，道指e-minis下跌168点，跌幅0.47%，标普500 e-minis下跌21点，跌幅0.45%，纳斯达克100 e-minis下跌80.5点，跌幅0.49%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e48b5d3abdc91abde117585acac09b40\" tg-width=\"401\" tg-height=\"184\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Weekly jobless claims reached tumbled last week, reaching a fresh 52-year low as the U.S. jobs market climbs out of its pandemic-era hole, the Labor Department reported Thursday.</p><p><blockquote>美国劳工部周四报告称，随着美国就业市场走出大流行时期的困境，上周每周申请失业救济人数大幅下降，创下52年来的新低。</blockquote></p><p> Initial filings for unemployment insurance totaled 184,000 for the week ended Dec. 4, the lowest going back to Sept. 6, 1969, which saw 182,000.</p><p><blockquote>截至12月4日当周，首次申请失业保险的人数为184,000人，是自1969年9月6日（182,000人）以来的最低水平。</blockquote></p><p> Initial claims for unemployment insurance were expected to total 211,000 for the week ended Dec. 4, according to a Dow Jones economist survey.</p><p><blockquote>根据道琼斯经济学家的调查，截至12月4日当周，首次申请失业保险的人数预计为21.1万人。</blockquote></p><p> Meanwhile, a deal to avert U.S. debt default and raise the federal government's $28.9 trillion debt limit will be tested on Thursday in the Senate when the full chamber votes on whether to approve the measure.</p><p><blockquote>与此同时，一项避免美国债务违约并提高联邦政府28.9万亿美元债务上限的协议将于周四在参议院接受测试，届时众议院全体成员将就是否批准该措施进行投票。</blockquote></p><p> <b>Stocks making the biggest moves premarket: </b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>GameStop(GME)</b> – GameStop shares slid 5.6% in premarket trading after the videogame retailer posted a wider loss compared with a year earlier and also disclosed an August subpoena from the SEC involving the trading of its shares.</p><p><blockquote><b>游戏驿站(GME)</b>-游戏驿站股价在盘前交易中下跌5.6%，此前这家视频游戏零售商公布了与去年同期相比更大的亏损，并披露了美国证券交易委员会8月份发出的涉及其股票交易的传票。</blockquote></p><p> <b>Lucid Group(LCID)</b> – Lucid shares tumbled 6.5% in the premarket after the electric vehicle maker announced a $1.75 billion offering of convertible senior notes.</p><p><blockquote><b>Lucid集团(LCID)</b>–电动汽车制造商Lucid宣布发行17.5亿美元的可转换优先票据后，该公司股价在盘前下跌6.5%。</blockquote></p><p> <b>FuboTV(FUBO) </b>– The video streaming company was rated “overweight” in new coverage at J.P. Morgan Securities, based on Fubo’s sports-centered offerings as a differentiating factor. The stock jumped 2.8% in premarket action.</p><p><blockquote><b>FuboTV（富博）</b>-该视频流媒体公司在摩根大通证券的新报道中被评为“跑赢大盘”，这是基于富博以体育为中心的产品作为差异化因素。该股在盘前上涨2.8%。</blockquote></p><p> <b>CVS Health(CVS)</b> – The drug store operator issued new guidance ahead of its investor day, saying it expects a 2022 adjusted profit of $8.10 to $8.30 per share compared with an $8.24 consensus estimate and better-than-expected revenue. CVS also raised its 2021 outlook, and the shares rallied 2.6% in the premarket.</p><p><blockquote><b>CVS健康(CVS)</b>–这家药店运营商在投资者日之前发布了新的指引，称预计2022年调整后每股利润为8.10美元至8.30美元，而市场普遍预期为8.24美元，营收好于预期。CVS还上调了2021年展望，股价盘前上涨2.6%。</blockquote></p><p> <b>Hormel(HRL)</b> – The food producer beat estimates by a penny with quarterly earnings of 51 cents per share, and revenue that also topped Wall Street forecasts. Hormel saw double-digit growth across all of its business segments, and shares rose 1% in premarket trading.</p><p><blockquote><b>荷美尔(HRL)</b>–这家食品生产商的季度收益为每股51美分，超出预期1美分，收入也超出了华尔街的预期。荷美尔所有业务部门均实现两位数增长，股价在盘前交易中上涨1%。</blockquote></p><p> <b>RH(RH)</b> – The company formerly known as Restoration Hardware reported adjusted quarterly earnings of $7.03 per share, 40 cents above estimates, while the luxury home furnishings retailer’s revenue beat forecasts. RH also lifted the low end of its revenue outlook. RH surged 11% in premarket action.</p><p><blockquote><b>相对湿度（相对湿度）</b>-该公司前身为Restoration Hardware，报告调整后季度收益为每股7.03美元，比预期高出40美分，而这家豪华家居用品零售商的收入超出预期。RH还上调了收入预期的下限。RH在盘前交易中飙升11%。</blockquote></p><p> <b>Rent The Runway(RENT)</b> – Rent The Runway tumbled 8.2% in the premarket after the fashion rental company posted a loss that was wider than a year ago and reported subscriber numbers that have not yet returned to pre-pandemic levels. Sales did surge 66% over the same quarter a year ago.</p><p><blockquote><b>租用跑道（Rent）</b>–Rent The Runway在盘前下跌8.2%，此前这家时尚租赁公司公布的亏损幅度超过一年前，且订户数量尚未恢复到大流行前的水平。销售额确实比去年同期猛增了66%。</blockquote></p><p> <b>Apple(AAPL)</b> – Apple won an appeals court decision that delays changes to its App Store. An earlier ruling had ordered Apple to allow developers to offer payment alternatives outside of the App Store, stemming from its legal dispute with “Fortnite” developer Epic Games. Separately, Apple is closing in on a $3 trillion valuation, which will be achieved when the share price hits $182.86.</p><p><blockquote><b>苹果(AAPL)</b>-苹果赢得了上诉法院的裁决，推迟了对其应用商店的更改。早些时候的一项裁决命令苹果允许开发者在App Store之外提供支付替代方案，源于其与《堡垒之夜》开发商Epic Games的法律纠纷。另外，苹果的估值接近3万亿美元，这一估值将在股价达到182.86美元时实现。</blockquote></p><p> <b>Amazon(AMZN)</b>&nbsp;–&nbsp;Italy's antitrust said on Thursday it had fined e-commerce giant Amazon 1.13 billion euros ($1.28 billion) for alleged abuse of market dominance.</p><p><blockquote><b>亚马逊(AMZN)</b>-意大利反垄断机构周四表示，已对电商巨头亚马逊处以11.3亿欧元（12.8亿美元）的罚款，原因是其涉嫌滥用市场支配地位。</blockquote></p><p> <b>AstraZeneca(AZN)</b> – The drug maker’s Covid-19 antibody treatment won FDA approval for patients who cannot achieve adequate protection from vaccination.</p><p><blockquote><b>阿斯利康(AZN)</b>-该制药商的Covid-19抗体治疗获得FDA批准，用于无法通过疫苗接种获得足够保护的患者。</blockquote></p><p> <b>LabCorp(LH)</b> – The medical lab operator announced a number of steps to enhance shareholder value, including the initiation of a dividend in the second quarter of 2022 and the authorization of a $2.5 billion share repurchase program.</p><p><blockquote><b>LabCorp(LH)</b>–这家医学实验室运营商宣布了一系列提高股东价值的措施，包括在2022年第二季度启动股息以及授权25亿美元的股票回购计划。</blockquote></p><p> <b>UiPath(PATH)</b>&nbsp;–&nbsp;UiPath stock dropped 1.5% in premarket trading&nbsp;even as the “software robots” provider’s quarterly results topped Wall Street expectations.</p><p><blockquote><b>UiPath（路径）</b>-UiPath股价在盘前交易中下跌1.5%，尽管这家“软件机器人”提供商的季度业绩超出了华尔街的预期。</blockquote></p><p> <b>Yum Brands(YUM)</b> – The parent of KFC, Pizza Hut and Taco Bell was upgraded to “overweight” from “neutral” at Atlantic Equities, which sees the possibility of rising returns from the restaurant chain and calls Yum its favored name in the quick-service restaurant category. Yum rose 1% in the premarket.</p><p><blockquote><b>百胜餐饮集团(YUM)</b>-大西洋股票(Atlantic Equities)将肯德基、必胜客和塔可钟(Taco Bell)的母公司评级从“中性”上调至“跑赢大盘”，该公司认为这家连锁餐厅的回报可能会上升，而评级百胜是其在快餐店类别中最受欢迎的名称。百胜餐饮盘前上涨1%。</blockquote></p><p> <b>Pear Therapeutics(PEAR)</b>&nbsp;–&nbsp;Pear Therapeutics shares soared 30% in premarket trading.Prescription digital therapeutics company&nbsp;Pear Therapeutics&nbsp;began trading on Nasdaq Monday after wrapping up its merger with special-purpose acquisition company&nbsp;Thimble Point Acquisition Corp.&nbsp;last week.</p><p><blockquote><b>梨疗法(PEAR)</b>-Pear Therapeutics股价在盘前交易中飙升30%。处方数字治疗公司Pear Therapeutics在上周完成与特殊目的收购公司Thimble Point Acquisition Corp.的合并后，周一开始在纳斯达克交易。</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>Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-09 21:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S.&nbsp;stock-index futures hold solid losses after initial jobless claims come in at 184,000.</p><p><blockquote>首次申请失业救济人数达到184,000人后，美国股指期货继续下跌。</blockquote></p><p> At 8:34 a.m. ET, Dow e-minis were down 168 points, or 0.47%, S&amp;P 500 e-minis were down 21 points, or 0.45%, and Nasdaq 100 e-minis were down 80.5 points, or 0.49%.</p><p><blockquote>截至美国东部时间上午8:34，道指e-minis下跌168点，跌幅0.47%，标普500 e-minis下跌21点，跌幅0.45%，纳斯达克100 e-minis下跌80.5点，跌幅0.49%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e48b5d3abdc91abde117585acac09b40\" tg-width=\"401\" tg-height=\"184\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Weekly jobless claims reached tumbled last week, reaching a fresh 52-year low as the U.S. jobs market climbs out of its pandemic-era hole, the Labor Department reported Thursday.</p><p><blockquote>美国劳工部周四报告称，随着美国就业市场走出大流行时期的困境，上周每周申请失业救济人数大幅下降，创下52年来的新低。</blockquote></p><p> Initial filings for unemployment insurance totaled 184,000 for the week ended Dec. 4, the lowest going back to Sept. 6, 1969, which saw 182,000.</p><p><blockquote>截至12月4日当周，首次申请失业保险的人数为184,000人，是自1969年9月6日（182,000人）以来的最低水平。</blockquote></p><p> Initial claims for unemployment insurance were expected to total 211,000 for the week ended Dec. 4, according to a Dow Jones economist survey.</p><p><blockquote>根据道琼斯经济学家的调查，截至12月4日当周，首次申请失业保险的人数预计为21.1万人。</blockquote></p><p> Meanwhile, a deal to avert U.S. debt default and raise the federal government's $28.9 trillion debt limit will be tested on Thursday in the Senate when the full chamber votes on whether to approve the measure.</p><p><blockquote>与此同时，一项避免美国债务违约并提高联邦政府28.9万亿美元债务上限的协议将于周四在参议院接受测试，届时众议院全体成员将就是否批准该措施进行投票。</blockquote></p><p> <b>Stocks making the biggest moves premarket: </b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>GameStop(GME)</b> – GameStop shares slid 5.6% in premarket trading after the videogame retailer posted a wider loss compared with a year earlier and also disclosed an August subpoena from the SEC involving the trading of its shares.</p><p><blockquote><b>游戏驿站(GME)</b>-游戏驿站股价在盘前交易中下跌5.6%，此前这家视频游戏零售商公布了与去年同期相比更大的亏损，并披露了美国证券交易委员会8月份发出的涉及其股票交易的传票。</blockquote></p><p> <b>Lucid Group(LCID)</b> – Lucid shares tumbled 6.5% in the premarket after the electric vehicle maker announced a $1.75 billion offering of convertible senior notes.</p><p><blockquote><b>Lucid集团(LCID)</b>–电动汽车制造商Lucid宣布发行17.5亿美元的可转换优先票据后，该公司股价在盘前下跌6.5%。</blockquote></p><p> <b>FuboTV(FUBO) </b>– The video streaming company was rated “overweight” in new coverage at J.P. Morgan Securities, based on Fubo’s sports-centered offerings as a differentiating factor. The stock jumped 2.8% in premarket action.</p><p><blockquote><b>FuboTV（富博）</b>-该视频流媒体公司在摩根大通证券的新报道中被评为“跑赢大盘”，这是基于富博以体育为中心的产品作为差异化因素。该股在盘前上涨2.8%。</blockquote></p><p> <b>CVS Health(CVS)</b> – The drug store operator issued new guidance ahead of its investor day, saying it expects a 2022 adjusted profit of $8.10 to $8.30 per share compared with an $8.24 consensus estimate and better-than-expected revenue. CVS also raised its 2021 outlook, and the shares rallied 2.6% in the premarket.</p><p><blockquote><b>CVS健康(CVS)</b>–这家药店运营商在投资者日之前发布了新的指引，称预计2022年调整后每股利润为8.10美元至8.30美元，而市场普遍预期为8.24美元，营收好于预期。CVS还上调了2021年展望，股价盘前上涨2.6%。</blockquote></p><p> <b>Hormel(HRL)</b> – The food producer beat estimates by a penny with quarterly earnings of 51 cents per share, and revenue that also topped Wall Street forecasts. Hormel saw double-digit growth across all of its business segments, and shares rose 1% in premarket trading.</p><p><blockquote><b>荷美尔(HRL)</b>–这家食品生产商的季度收益为每股51美分，超出预期1美分，收入也超出了华尔街的预期。荷美尔所有业务部门均实现两位数增长，股价在盘前交易中上涨1%。</blockquote></p><p> <b>RH(RH)</b> – The company formerly known as Restoration Hardware reported adjusted quarterly earnings of $7.03 per share, 40 cents above estimates, while the luxury home furnishings retailer’s revenue beat forecasts. RH also lifted the low end of its revenue outlook. RH surged 11% in premarket action.</p><p><blockquote><b>相对湿度（相对湿度）</b>-该公司前身为Restoration Hardware，报告调整后季度收益为每股7.03美元，比预期高出40美分，而这家豪华家居用品零售商的收入超出预期。RH还上调了收入预期的下限。RH在盘前交易中飙升11%。</blockquote></p><p> <b>Rent The Runway(RENT)</b> – Rent The Runway tumbled 8.2% in the premarket after the fashion rental company posted a loss that was wider than a year ago and reported subscriber numbers that have not yet returned to pre-pandemic levels. Sales did surge 66% over the same quarter a year ago.</p><p><blockquote><b>租用跑道（Rent）</b>–Rent The Runway在盘前下跌8.2%，此前这家时尚租赁公司公布的亏损幅度超过一年前，且订户数量尚未恢复到大流行前的水平。销售额确实比去年同期猛增了66%。</blockquote></p><p> <b>Apple(AAPL)</b> – Apple won an appeals court decision that delays changes to its App Store. An earlier ruling had ordered Apple to allow developers to offer payment alternatives outside of the App Store, stemming from its legal dispute with “Fortnite” developer Epic Games. Separately, Apple is closing in on a $3 trillion valuation, which will be achieved when the share price hits $182.86.</p><p><blockquote><b>苹果(AAPL)</b>-苹果赢得了上诉法院的裁决，推迟了对其应用商店的更改。早些时候的一项裁决命令苹果允许开发者在App Store之外提供支付替代方案，源于其与《堡垒之夜》开发商Epic Games的法律纠纷。另外，苹果的估值接近3万亿美元，这一估值将在股价达到182.86美元时实现。</blockquote></p><p> <b>Amazon(AMZN)</b>&nbsp;–&nbsp;Italy's antitrust said on Thursday it had fined e-commerce giant Amazon 1.13 billion euros ($1.28 billion) for alleged abuse of market dominance.</p><p><blockquote><b>亚马逊(AMZN)</b>-意大利反垄断机构周四表示，已对电商巨头亚马逊处以11.3亿欧元（12.8亿美元）的罚款，原因是其涉嫌滥用市场支配地位。</blockquote></p><p> <b>AstraZeneca(AZN)</b> – The drug maker’s Covid-19 antibody treatment won FDA approval for patients who cannot achieve adequate protection from vaccination.</p><p><blockquote><b>阿斯利康(AZN)</b>-该制药商的Covid-19抗体治疗获得FDA批准，用于无法通过疫苗接种获得足够保护的患者。</blockquote></p><p> <b>LabCorp(LH)</b> – The medical lab operator announced a number of steps to enhance shareholder value, including the initiation of a dividend in the second quarter of 2022 and the authorization of a $2.5 billion share repurchase program.</p><p><blockquote><b>LabCorp(LH)</b>–这家医学实验室运营商宣布了一系列提高股东价值的措施，包括在2022年第二季度启动股息以及授权25亿美元的股票回购计划。</blockquote></p><p> <b>UiPath(PATH)</b>&nbsp;–&nbsp;UiPath stock dropped 1.5% in premarket trading&nbsp;even as the “software robots” provider’s quarterly results topped Wall Street expectations.</p><p><blockquote><b>UiPath（路径）</b>-UiPath股价在盘前交易中下跌1.5%，尽管这家“软件机器人”提供商的季度业绩超出了华尔街的预期。</blockquote></p><p> <b>Yum Brands(YUM)</b> – The parent of KFC, Pizza Hut and Taco Bell was upgraded to “overweight” from “neutral” at Atlantic Equities, which sees the possibility of rising returns from the restaurant chain and calls Yum its favored name in the quick-service restaurant category. Yum rose 1% in the premarket.</p><p><blockquote><b>百胜餐饮集团(YUM)</b>-大西洋股票(Atlantic Equities)将肯德基、必胜客和塔可钟(Taco Bell)的母公司评级从“中性”上调至“跑赢大盘”，该公司认为这家连锁餐厅的回报可能会上升，而评级百胜是其在快餐店类别中最受欢迎的名称。百胜餐饮盘前上涨1%。</blockquote></p><p> <b>Pear Therapeutics(PEAR)</b>&nbsp;–&nbsp;Pear Therapeutics shares soared 30% in premarket trading.Prescription digital therapeutics company&nbsp;Pear Therapeutics&nbsp;began trading on Nasdaq Monday after wrapping up its merger with special-purpose acquisition company&nbsp;Thimble Point Acquisition Corp.&nbsp;last week.</p><p><blockquote><b>梨疗法(PEAR)</b>-Pear Therapeutics股价在盘前交易中飙升30%。处方数字治疗公司Pear Therapeutics在上周完成与特殊目的收购公司Thimble Point Acquisition Corp.的合并后，周一开始在纳斯达克交易。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FUBO":"fuboTV Inc.","LH":"徕博科","LCID":"Lucid Group Inc","AMZN":"亚马逊","AZN":"阿斯利康","PEAR":"Pear Therapeutics","HRL":"荷美尔","RH":"RH","AAPL":"苹果","CVS":"西维斯健康","PATH":"UiPath",".DJI":"道琼斯","RENT":"Rent the Runway, Inc.",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GME":"游戏驿站","YUM":"Yum Brands"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163175495","content_text":"U.S. stock-index futures hold solid losses after initial jobless claims come in at 184,000.\nAt 8:34 a.m. ET, Dow e-minis were down 168 points, or 0.47%, S&P 500 e-minis were down 21 points, or 0.45%, and Nasdaq 100 e-minis were down 80.5 points, or 0.49%.\n\nWeekly jobless claims reached tumbled last week, reaching a fresh 52-year low as the U.S. jobs market climbs out of its pandemic-era hole, the Labor Department reported Thursday.\nInitial filings for unemployment insurance totaled 184,000 for the week ended Dec. 4, the lowest going back to Sept. 6, 1969, which saw 182,000.\nInitial claims for unemployment insurance were expected to total 211,000 for the week ended Dec. 4, according to a Dow Jones economist survey.\nMeanwhile, a deal to avert U.S. debt default and raise the federal government's $28.9 trillion debt limit will be tested on Thursday in the Senate when the full chamber votes on whether to approve the measure.\nStocks making the biggest moves premarket: \nGameStop(GME) – GameStop shares slid 5.6% in premarket trading after the videogame retailer posted a wider loss compared with a year earlier and also disclosed an August subpoena from the SEC involving the trading of its shares.\nLucid Group(LCID) – Lucid shares tumbled 6.5% in the premarket after the electric vehicle maker announced a $1.75 billion offering of convertible senior notes.\nFuboTV(FUBO) – The video streaming company was rated “overweight” in new coverage at J.P. Morgan Securities, based on Fubo’s sports-centered offerings as a differentiating factor. The stock jumped 2.8% in premarket action.\nCVS Health(CVS) – The drug store operator issued new guidance ahead of its investor day, saying it expects a 2022 adjusted profit of $8.10 to $8.30 per share compared with an $8.24 consensus estimate and better-than-expected revenue. CVS also raised its 2021 outlook, and the shares rallied 2.6% in the premarket.\nHormel(HRL) – The food producer beat estimates by a penny with quarterly earnings of 51 cents per share, and revenue that also topped Wall Street forecasts. Hormel saw double-digit growth across all of its business segments, and shares rose 1% in premarket trading.\nRH(RH) – The company formerly known as Restoration Hardware reported adjusted quarterly earnings of $7.03 per share, 40 cents above estimates, while the luxury home furnishings retailer’s revenue beat forecasts. RH also lifted the low end of its revenue outlook. RH surged 11% in premarket action.\nRent The Runway(RENT) – Rent The Runway tumbled 8.2% in the premarket after the fashion rental company posted a loss that was wider than a year ago and reported subscriber numbers that have not yet returned to pre-pandemic levels. Sales did surge 66% over the same quarter a year ago.\nApple(AAPL) – Apple won an appeals court decision that delays changes to its App Store. An earlier ruling had ordered Apple to allow developers to offer payment alternatives outside of the App Store, stemming from its legal dispute with “Fortnite” developer Epic Games. Separately, Apple is closing in on a $3 trillion valuation, which will be achieved when the share price hits $182.86.\nAmazon(AMZN) – Italy's antitrust said on Thursday it had fined e-commerce giant Amazon 1.13 billion euros ($1.28 billion) for alleged abuse of market dominance.\nAstraZeneca(AZN) – The drug maker’s Covid-19 antibody treatment won FDA approval for patients who cannot achieve adequate protection from vaccination.\nLabCorp(LH) – The medical lab operator announced a number of steps to enhance shareholder value, including the initiation of a dividend in the second quarter of 2022 and the authorization of a $2.5 billion share repurchase program.\nUiPath(PATH) – UiPath stock dropped 1.5% in premarket trading even as the “software robots” provider’s quarterly results topped Wall Street expectations.\nYum Brands(YUM) – The parent of KFC, Pizza Hut and Taco Bell was upgraded to “overweight” from “neutral” at Atlantic Equities, which sees the possibility of rising returns from the restaurant chain and calls Yum its favored name in the quick-service restaurant category. Yum rose 1% in the premarket.\nPear Therapeutics(PEAR) – Pear Therapeutics shares soared 30% in premarket trading.Prescription digital therapeutics company Pear Therapeutics began trading on Nasdaq Monday after wrapping up its merger with special-purpose acquisition company Thimble Point Acquisition Corp. last week.","news_type":1,"symbols_score_info":{".IXIC":0.9,"YUM":0.9,"NQmain":0.9,"AAPL":0.9,".DJI":0.9,"YMmain":0.9,"RENT":0.9,"LCID":0.9,"ESmain":0.9,"CVS":0.9,"RH":0.9,"AZN":0.9,"FUBO":0.9,"HRL":0.9,".SPX":0.9,"PATH":0.9,"GME":0.9,"LH":0.9,"PEAR":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871387037,"gmtCreate":1637026901344,"gmtModify":1637026901344,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572953408050779","idStr":"3572953408050779"},"themes":[],"htmlText":"Win liao lo","listText":"Win liao lo","text":"Win liao lo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871387037","repostId":"1118366658","repostType":2,"isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873722656,"gmtCreate":1636988382184,"gmtModify":1636988382184,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572953408050779","idStr":"3572953408050779"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>drop like a G6","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>drop like a G6","text":"$Tesla Motors(TSLA)$drop like a G6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873722656","isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877082146,"gmtCreate":1637842553660,"gmtModify":1637842553660,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572953408050779","idStr":"3572953408050779"},"themes":[],"htmlText":"Like like like","listText":"Like like like","text":"Like like like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877082146","repostId":"2185354679","repostType":4,"isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879715812,"gmtCreate":1636772247540,"gmtModify":1636776939583,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572953408050779","idStr":"3572953408050779"},"themes":[],"htmlText":"Yes, nowadays stocks are driven blindly by followers without seeing the fundamental behind it, this 1 trillion market does&nbsp;not justify right now in the market, probably yes in the future, but definitely not now, so drop back to where it is so that we can have our million shares 😆","listText":"Yes, nowadays stocks are driven blindly by followers without seeing the fundamental behind it, this 1 trillion market does&nbsp;not justify right now in the market, probably yes in the future, but definitely not now, so drop back to where it is so that we can have our million shares 😆","text":"Yes, nowadays stocks are driven blindly by followers without seeing the fundamental behind it, this 1 trillion market does not justify right now in the market, probably yes in the future, but definitely not now, so drop back to where it is so that we can have our million shares 😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879715812","repostId":"1163118124","repostType":2,"isVote":1,"tweetType":1,"viewCount":1326,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000542","authorId":"9000000000000542","name":"JeromeErnest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000542","idStr":"9000000000000542"},"content":"90% of the investors do not understand the principles behind the stock markets, they just follow the trend and what their friends saying. do you agree?😁","text":"90% of the investors do not understand the principles behind the stock markets, they just follow the trend and what their friends saying. do you agree?😁","html":"90% of the investors do not understand the principles behind the stock markets, they just follow the trend and what their friends saying. do you agree?😁"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879737653,"gmtCreate":1636771434463,"gmtModify":1636771434463,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572953408050779","idStr":"3572953408050779"},"themes":[],"htmlText":"Sweet","listText":"Sweet","text":"Sweet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879737653","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=zh_CN&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，其中2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</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>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-13 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，其中2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Seeking Alpha</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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602343587,"gmtCreate":1638975977602,"gmtModify":1638975977709,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572953408050779","idStr":"3572953408050779"},"themes":[],"htmlText":"Like like like drop more so that we can buy more!","listText":"Like like like drop more so that we can buy more!","text":"Like like like drop more so that we can buy more!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602343587","repostId":"1199688505","repostType":4,"isVote":1,"tweetType":1,"viewCount":1879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608732503,"gmtCreate":1638788502004,"gmtModify":1638788502215,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572953408050779","idStr":"3572953408050779"},"themes":[],"htmlText":"Like like like buy buy buy","listText":"Like like like buy buy buy","text":"Like like like buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608732503","repostId":"2188576930","repostType":2,"repost":{"id":"2188576930","kind":"highlight","pubTimestamp":1638774986,"share":"https://www.laohu8.com/m/news/2188576930?lang=zh_CN&edition=full","pubTime":"2021-12-06 15:16","market":"us","language":"en","title":"Insider buying says a Santa Claus rally is on the way -- here are 10 stocks they favor<blockquote>内部买盘称圣诞老人反弹即将到来——以下是他们青睐的10只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2188576930","media":"MarketWatch","summary":"Corporate insiders stepped up buying considerably when the stock market weakened. Hang on to your stock-market exposure and add more if you can.The twin fears spooking investors – the omicron COVID strain and inflation – are overdone. Stocks should proceed higher as more people figure this out, leading to a Santa Claus rally later this month.There are lots of stock bargains because there’s been so much damage, even if narrower indexes like the S&P 500 and the Dow Jones Industrial Average have hu","content":"<p>Corporate insiders stepped up buying considerably when the stock market weakened</p><p><blockquote>当股市疲软时，公司内部人士大幅买入</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cb7144fa943d84b96ae88faa9be5533\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>MarketWatch composite/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>MarketWatch综合/盖蒂图片社</span></p></blockquote></p><p> Hang on to your stock-market exposure and add more if you can.</p><p><blockquote>坚持你的股市敞口，如果可以的话增加更多。</blockquote></p><p> The twin fears spooking investors – the omicron COVID strain and inflation – are overdone. Stocks should proceed higher as more people figure this out, leading to a Santa Claus rally later this month.</p><p><blockquote>令投资者感到恐慌的两个担忧——奥密克戎新冠疫情压力和通货膨胀——都有些过头了。随着越来越多的人意识到这一点，股市应该会走高，从而导致本月晚些时候的圣诞老人反弹。</blockquote></p><p> Corporate insiders confirm this view. They’ve stepped up buying considerably in the market weakness. What’s more they’re buying all the right groups – travel, retail, energy and materials, among others. These are the cyclical areas that’ll do the best as worries about growth recede, and insiders know it. I don’t see any hunkering down in defensive names like consumer staples.</p><p><blockquote>企业内部人士印证了这一观点。他们在市场疲软时大幅增加了购买。更重要的是，他们正在购买所有合适的群体——旅游、零售、能源和材料等。随着对增长的担忧消退，这些周期性领域将表现最好，内部人士也知道这一点。我没有看到任何像消费必需品这样的防御性名称。</blockquote></p><p> There are lots of stock bargains because there’s been so much damage, even if narrower indexes like the S&amp;P 500&nbsp;and the Dow Jones Industrial Average&nbsp;have hung tough, propped up by a few large names. The Russell 2000 small-cap index&nbsp;is down more than 10%, and most stocks in the more widely followed indexes like the S&amp;P 500 have also fallen more than 10% at some point recently.</p><p><blockquote>尽管标普500和道琼斯工业平均指数等较窄的指数在一些大公司的支撑下表现坚挺，但仍有很多股票便宜货，因为受到了如此大的损害。Russell 2000小盘股指数下跌超过10%，标普500等更广泛关注的指数中的大多数股票最近也在某个时候下跌超过10%。</blockquote></p><p> I’ll single out 10 names favored by insiders, including several I’ve recently suggested in my stock advisory letter Brush Up on Stocks (the link is in my bio, below). But first, a quick look at why insiders, like me, don’t seem to be too worried about the twin fears.</p><p><blockquote>我将挑出10个受到内部人士青睐的名字，其中包括我最近在股票咨询信《重温股票》中建议的几个名字（链接在下面我的简历中）。但首先，让我们快速了解一下为什么像我这样的内部人士似乎不太担心这两种恐惧。</blockquote></p><p> <b>Omicron</b></p><p><blockquote><b>奥密克戎</b></blockquote></p><p> The concern here is that this new variant is far more contagious and deadly than the delta variant.</p><p><blockquote>这里令人担忧的是，这种新变种比德尔塔变异毒株病毒更具传染性和致命性。</blockquote></p><p> The first fear may be true. Case counts are rising sharply in South Africa, which suggests it is more contagious. As for lethality, though, omicron seems to be mild so far. There is still a lot to learn, but this is the message we consistently get from doctors and health authorities with lots of experience with COVID.</p><p><blockquote>第一种担心可能是真的。南非的病例数急剧上升，这表明它的传染性更强。不过，就杀伤力而言，奥密克戎迄今为止似乎很温和。仍有很多东西需要学习，但这是我们不断从对COVID有丰富经验的医生和卫生当局那里得到的信息。</blockquote></p><p> “What we are seeing clinically in South Africa, and remember I’m at the epicenter of this where I’m practicing, is extremely mild for us,” says Angelique Coetzee, a doctor in South Africa who has three decades of experience. “These are mild cases. We haven’t admitted anyone. I’ve spoken to other colleagues of mine and they give the same picture.”</p><p><blockquote>拥有三十年经验的南非医生安吉丽克·库切(Angelique Coetzee)表示：“我们在南非临床上看到的情况，请记住，我正处于我执业的中心，对我们来说极其温和。”“这些都是轻微病例。我们没有收治任何人。我和我的其他同事谈过，他们也给出了同样的情况。”</blockquote></p><p> Hospitalizations in South Africa “are ticking up but not incredibly fast,” agrees William Hanage, an associate professor of epidemiology at Harvard and co-director of its Center for Communicable Disease Dynamics. U.S. health authorities confirm omicron may not be especially lethal. Both the Centers for Disease Control and Prevention and the Minnesota Department of Health describe the first cases found in the U.S. so far as mild.</p><p><blockquote>哈佛大学流行病学副教授兼传染病动力学中心联席主任威廉·哈纳奇（William Hanage）表示同意，南非的住院人数“正在增加，但速度并不是令人难以置信的快”。美国卫生当局证实，奥密克戎病毒可能不会特别致命。美国疾病控制与预防中心和明尼苏达州卫生部都将迄今为止在美国发现的首例病例描述为轻度病例。</blockquote></p><p> if the omicron variant is mild, this wouldn’t be a surprise. Respiratory viruses naturally evolve to be <i>more contagious and less lethal</i>, notes Professor Karl Lauterbach, an epidemiologist in Germany. This makes sense from the point of view of a virus. A virus has a better chance if it spreads quickly and does not kill its host.</p><p><blockquote>如果奥密克戎变种是温和的，这并不奇怪。呼吸道病毒自然进化为<i>传染性更强，致命性更低</i>德国流行病学家卡尔·劳特巴赫教授指出。从病毒的角度来看，这是有道理的。如果病毒传播迅速并且不会杀死宿主，它的机会就会更大。</blockquote></p><p> On vaccine “escape” or evasion, former Food and Drug Administration chief Scott Gottlieb thinks the current vaccines will work against omicron by suppressing symptoms enough to lower hospitalizations. “There’s a high degree of confidence that efficacy is going to be preserved,” he says. “Will it be the same 95%? Perhaps not, but you will still have a meaningful amount of efficacy.”</p><p><blockquote>关于疫苗“逃逸”或逃避，前美国食品和药物管理局局长Scott Gottlieb认为，目前的疫苗将通过抑制症状足以降低住院率来对抗奥密克戎病毒。“人们非常有信心保持功效，”他说。“会是同样的95%吗？也许不会，但你仍然会有有意义的功效。”</blockquote></p><p> He notes the mRNA vaccine companies can tweak their vaccines to make them even better, in a matter of months. Vaccine companies like Pfizer&nbsp;confirm boosters will work, and that they’ll be able to customize them for the omicron variant. “In our view and reiterated by Pfizer, the current booster will likely be effective,” says Jefferies biotech analyst Michael Yee. “A new version for 2022 can be even better.”</p><p><blockquote>他指出，mRNA疫苗公司可以在几个月内调整他们的疫苗，使其变得更好。辉瑞等疫苗公司确认加强剂会起作用，并且他们将能够为奥密克戎变种定制加强剂。杰富瑞生物技术分析师Michael Yee表示：“我们认为，辉瑞也重申，目前的增强剂可能会有效。”“2022年的新版本可能会更好。”</blockquote></p><p> <b>Inflation</b></p><p><blockquote><b>通货膨胀</b></blockquote></p><p> There’s are lots of reasons to think inflation fears are overblown. The worry here is that the Federal Reserve is “behind the curve” so it will have to hike rates aggressively, which might kill growth and the bull market. This isn’t going to happen. One sign is that commodity prices and shipping costs have been falling sharply. These are often the leading edge of inflation.</p><p><blockquote>有很多理由认为通胀担忧被夸大了。这里的担忧是美联储“落后于形势”，因此它将不得不大幅加息，这可能会扼杀增长和牛市。这是不会发生的。一个迹象是大宗商品价格和运输成本一直在大幅下降。这些往往是通货膨胀的前沿。</blockquote></p><p> Next, take a moment to drill down on the current inflation spike. To do so, consider the Atlanta Federal Reserve’s breakdown of the parts of the Core CPI Index into “flexible” categories (quick to change) and “sticky” categories (slow to change). Right now, the flexible components account for most of the headline inflation.</p><p><blockquote>接下来，花点时间深入了解当前的通胀飙升。为此，请考虑亚特兰大联储将核心CPI指数的各个部分分为“灵活”类别（变化快）和“粘性”类别（变化慢）。目前，灵活成分占总体通胀的大部分。</blockquote></p><p></p><p> These prices are up around 15% in the past year, compared to 3% gains for the “sticky” prices, points out economist Jim Paulsen, the market strategist at Leuthold Group. “While troublesome, the Core CPI Index’s overall rise is due almost entirely to prices that traditionally move around a lot, both up and down,” he says. This suggests the headline inflation rate can reverse and move down quickly from here.</p><p><blockquote>Leuthold Group市场策略师、经济学家吉姆·保尔森(Jim Paulsen)指出，这些价格在过去一年中上涨了约15%，而“粘性”价格的涨幅为3%。“虽然很麻烦，但核心CPI指数的整体上涨几乎完全是由于传统上价格波动较大，无论是上下波动，”他表示。这表明总体通胀率可能会逆转并从这里迅速下降。</blockquote></p><p> That’s what a lot of analysts and bond market investors think. Analysts expect inflation of less than 2% over the next two to 10 years, according to projections tracked by the Atlanta Fed. Meanwhile, the 10-year inflation rate projected by investors in the bond market stands at around 2.6%, notes Paulsen. Not terribly alarming.</p><p><blockquote>这是很多分析师和债市投资者的想法。根据亚特兰大联储追踪的预测，分析师预计未来两到十年通胀率将低于2%。保尔森指出，与此同时，债券市场投资者预计的10年期通胀率约为2.6%。不是很令人担忧。</blockquote></p><p> These projections make sense to me, because companies say their supply chain issues will be fixed by around the middle of next year. Shortages linked to supply chain issues have been a main contributor to price spikes.</p><p><blockquote>这些预测对我来说是有意义的，因为公司表示他们的供应链问题将在明年年中左右得到解决。与供应链问题相关的短缺是价格飙升的主要原因。</blockquote></p><p> Finally, mobility tracking data from Alphabet,Apple,OpenTable and the Transportation Security Administration show that people in the U.S. have significantly curtailed how much they go out in public. On Nov. 30 and Dec. 1, TSA check-ins were 79%-81% of 2019 levels, compared to 85% to 90% in the prior 10 days, by my calculations. If this reduced mobility slows the economy a little, it will ease fears about inflation and the need for the Fed taking away the punch bowl too quickly.</p><p><blockquote>最后，来自Alphabet、苹果、OpenTable和运输安全管理局的移动跟踪数据显示，美国人显着减少了在公共场合外出的次数。根据我的计算，11月30日和12月1日，美国运输安全管理局的登记人数为2019年水平的79%-81%，而前10天为85%至90%。如果流动性的减少稍微减缓了经济，这将缓解人们对通胀的担忧，以及美联储过快拿走潘趣酒碗的必要性。</blockquote></p><p> <b>Insiders</b></p><p><blockquote><b>内部人士</b></blockquote></p><p> In a mini-replay of March-October of 2020 when the COVID crisis first raged, insiders have once again stepped up to buy market weakness caused by fresh COVID fears. True, insiders are not epidemiologists. But they are not dummies either. They have good networks of contacts and they see the tone of their businesses every day. Their buying is focused on all the right areas like cyclicals, retail, energy and industrials, not defensive names.</p><p><blockquote>在2020年3月至10月COVID危机首次肆虐时的迷你回放中，内部人士再次站出来买入由新的COVID担忧造成的市场疲软。诚然，内部人士不是流行病学家。但他们也不是傻瓜。他们有良好的人脉网络，他们每天都能看到自己业务的基调。他们的购买集中在所有正确的领域，如周期性股票、零售、能源和工业，而不是防御性股票。</blockquote></p><p> Companies where insiders have been buying meaningful amounts over the past several days include outdoor and retail names Six Flags Entertainment,American Eagle Outfitters,Nordstrom&nbsp;and American Woodmark; travel names like Delta Air Lines&nbsp;and Playa Hotels &amp; Resorts ; energy names like Exxon Mobil&nbsp;and EOG Resources; and materials names like Cleveland-Cliffs&nbsp;and Orion Engineered Carbons.</p><p><blockquote>过去几天，内部人士大量买入的公司包括户外和零售品牌六旗娱乐公司、American Eagle Outfitters、Nordstrom和American Woodmark；达美航空和普拉亚酒店及度假村等旅游公司；埃克森美孚和EOG资源等能源公司；以及克利夫兰悬崖和猎户座工程碳等材料名称。</blockquote></p><p> <b>Ho, ho, ho!</b></p><p><blockquote><b>嗬，嗬，嗬！</b></blockquote></p><p> Their buying confirms work by seasonality and trading expert Larry Williams who tells me his work concludes we can expect a “Santa Claus” rally once again, later this month. We’ll see, but since the two main fears are false fears that will till take a little time to more fully recede, this makes sense to me.</p><p><blockquote>他们的购买证实了季节性和交易专家拉里·威廉姆斯的工作，他告诉我，他的工作得出的结论是，我们可以期待本月晚些时候再次出现“圣诞老人”反弹。我们会看到的，但由于两个主要的恐惧是虚假的恐惧，需要一点时间才能完全消退，这对我来说是有意义的。</blockquote></p><p></p>","source":"lsy1603348471595","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>Insider buying says a Santa Claus rally is on the way -- here are 10 stocks they favor<blockquote>内部买盘称圣诞老人反弹即将到来——以下是他们青睐的10只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInsider buying says a Santa Claus rally is on the way -- here are 10 stocks they favor<blockquote>内部买盘称圣诞老人反弹即将到来——以下是他们青睐的10只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-06 15:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Corporate insiders stepped up buying considerably when the stock market weakened</p><p><blockquote>当股市疲软时，公司内部人士大幅买入</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cb7144fa943d84b96ae88faa9be5533\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>MarketWatch composite/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>MarketWatch综合/盖蒂图片社</span></p></blockquote></p><p> Hang on to your stock-market exposure and add more if you can.</p><p><blockquote>坚持你的股市敞口，如果可以的话增加更多。</blockquote></p><p> The twin fears spooking investors – the omicron COVID strain and inflation – are overdone. Stocks should proceed higher as more people figure this out, leading to a Santa Claus rally later this month.</p><p><blockquote>令投资者感到恐慌的两个担忧——奥密克戎新冠疫情压力和通货膨胀——都有些过头了。随着越来越多的人意识到这一点，股市应该会走高，从而导致本月晚些时候的圣诞老人反弹。</blockquote></p><p> Corporate insiders confirm this view. They’ve stepped up buying considerably in the market weakness. What’s more they’re buying all the right groups – travel, retail, energy and materials, among others. These are the cyclical areas that’ll do the best as worries about growth recede, and insiders know it. I don’t see any hunkering down in defensive names like consumer staples.</p><p><blockquote>企业内部人士印证了这一观点。他们在市场疲软时大幅增加了购买。更重要的是，他们正在购买所有合适的群体——旅游、零售、能源和材料等。随着对增长的担忧消退，这些周期性领域将表现最好，内部人士也知道这一点。我没有看到任何像消费必需品这样的防御性名称。</blockquote></p><p> There are lots of stock bargains because there’s been so much damage, even if narrower indexes like the S&amp;P 500&nbsp;and the Dow Jones Industrial Average&nbsp;have hung tough, propped up by a few large names. The Russell 2000 small-cap index&nbsp;is down more than 10%, and most stocks in the more widely followed indexes like the S&amp;P 500 have also fallen more than 10% at some point recently.</p><p><blockquote>尽管标普500和道琼斯工业平均指数等较窄的指数在一些大公司的支撑下表现坚挺，但仍有很多股票便宜货，因为受到了如此大的损害。Russell 2000小盘股指数下跌超过10%，标普500等更广泛关注的指数中的大多数股票最近也在某个时候下跌超过10%。</blockquote></p><p> I’ll single out 10 names favored by insiders, including several I’ve recently suggested in my stock advisory letter Brush Up on Stocks (the link is in my bio, below). But first, a quick look at why insiders, like me, don’t seem to be too worried about the twin fears.</p><p><blockquote>我将挑出10个受到内部人士青睐的名字，其中包括我最近在股票咨询信《重温股票》中建议的几个名字（链接在下面我的简历中）。但首先，让我们快速了解一下为什么像我这样的内部人士似乎不太担心这两种恐惧。</blockquote></p><p> <b>Omicron</b></p><p><blockquote><b>奥密克戎</b></blockquote></p><p> The concern here is that this new variant is far more contagious and deadly than the delta variant.</p><p><blockquote>这里令人担忧的是，这种新变种比德尔塔变异毒株病毒更具传染性和致命性。</blockquote></p><p> The first fear may be true. Case counts are rising sharply in South Africa, which suggests it is more contagious. As for lethality, though, omicron seems to be mild so far. There is still a lot to learn, but this is the message we consistently get from doctors and health authorities with lots of experience with COVID.</p><p><blockquote>第一种担心可能是真的。南非的病例数急剧上升，这表明它的传染性更强。不过，就杀伤力而言，奥密克戎迄今为止似乎很温和。仍有很多东西需要学习，但这是我们不断从对COVID有丰富经验的医生和卫生当局那里得到的信息。</blockquote></p><p> “What we are seeing clinically in South Africa, and remember I’m at the epicenter of this where I’m practicing, is extremely mild for us,” says Angelique Coetzee, a doctor in South Africa who has three decades of experience. “These are mild cases. We haven’t admitted anyone. I’ve spoken to other colleagues of mine and they give the same picture.”</p><p><blockquote>拥有三十年经验的南非医生安吉丽克·库切(Angelique Coetzee)表示：“我们在南非临床上看到的情况，请记住，我正处于我执业的中心，对我们来说极其温和。”“这些都是轻微病例。我们没有收治任何人。我和我的其他同事谈过，他们也给出了同样的情况。”</blockquote></p><p> Hospitalizations in South Africa “are ticking up but not incredibly fast,” agrees William Hanage, an associate professor of epidemiology at Harvard and co-director of its Center for Communicable Disease Dynamics. U.S. health authorities confirm omicron may not be especially lethal. Both the Centers for Disease Control and Prevention and the Minnesota Department of Health describe the first cases found in the U.S. so far as mild.</p><p><blockquote>哈佛大学流行病学副教授兼传染病动力学中心联席主任威廉·哈纳奇（William Hanage）表示同意，南非的住院人数“正在增加，但速度并不是令人难以置信的快”。美国卫生当局证实，奥密克戎病毒可能不会特别致命。美国疾病控制与预防中心和明尼苏达州卫生部都将迄今为止在美国发现的首例病例描述为轻度病例。</blockquote></p><p> if the omicron variant is mild, this wouldn’t be a surprise. Respiratory viruses naturally evolve to be <i>more contagious and less lethal</i>, notes Professor Karl Lauterbach, an epidemiologist in Germany. This makes sense from the point of view of a virus. A virus has a better chance if it spreads quickly and does not kill its host.</p><p><blockquote>如果奥密克戎变种是温和的，这并不奇怪。呼吸道病毒自然进化为<i>传染性更强，致命性更低</i>德国流行病学家卡尔·劳特巴赫教授指出。从病毒的角度来看，这是有道理的。如果病毒传播迅速并且不会杀死宿主，它的机会就会更大。</blockquote></p><p> On vaccine “escape” or evasion, former Food and Drug Administration chief Scott Gottlieb thinks the current vaccines will work against omicron by suppressing symptoms enough to lower hospitalizations. “There’s a high degree of confidence that efficacy is going to be preserved,” he says. “Will it be the same 95%? Perhaps not, but you will still have a meaningful amount of efficacy.”</p><p><blockquote>关于疫苗“逃逸”或逃避，前美国食品和药物管理局局长Scott Gottlieb认为，目前的疫苗将通过抑制症状足以降低住院率来对抗奥密克戎病毒。“人们非常有信心保持功效，”他说。“会是同样的95%吗？也许不会，但你仍然会有有意义的功效。”</blockquote></p><p> He notes the mRNA vaccine companies can tweak their vaccines to make them even better, in a matter of months. Vaccine companies like Pfizer&nbsp;confirm boosters will work, and that they’ll be able to customize them for the omicron variant. “In our view and reiterated by Pfizer, the current booster will likely be effective,” says Jefferies biotech analyst Michael Yee. “A new version for 2022 can be even better.”</p><p><blockquote>他指出，mRNA疫苗公司可以在几个月内调整他们的疫苗，使其变得更好。辉瑞等疫苗公司确认加强剂会起作用，并且他们将能够为奥密克戎变种定制加强剂。杰富瑞生物技术分析师Michael Yee表示：“我们认为，辉瑞也重申，目前的增强剂可能会有效。”“2022年的新版本可能会更好。”</blockquote></p><p> <b>Inflation</b></p><p><blockquote><b>通货膨胀</b></blockquote></p><p> There’s are lots of reasons to think inflation fears are overblown. The worry here is that the Federal Reserve is “behind the curve” so it will have to hike rates aggressively, which might kill growth and the bull market. This isn’t going to happen. One sign is that commodity prices and shipping costs have been falling sharply. These are often the leading edge of inflation.</p><p><blockquote>有很多理由认为通胀担忧被夸大了。这里的担忧是美联储“落后于形势”，因此它将不得不大幅加息，这可能会扼杀增长和牛市。这是不会发生的。一个迹象是大宗商品价格和运输成本一直在大幅下降。这些往往是通货膨胀的前沿。</blockquote></p><p> Next, take a moment to drill down on the current inflation spike. To do so, consider the Atlanta Federal Reserve’s breakdown of the parts of the Core CPI Index into “flexible” categories (quick to change) and “sticky” categories (slow to change). Right now, the flexible components account for most of the headline inflation.</p><p><blockquote>接下来，花点时间深入了解当前的通胀飙升。为此，请考虑亚特兰大联储将核心CPI指数的各个部分分为“灵活”类别（变化快）和“粘性”类别（变化慢）。目前，灵活成分占总体通胀的大部分。</blockquote></p><p></p><p> These prices are up around 15% in the past year, compared to 3% gains for the “sticky” prices, points out economist Jim Paulsen, the market strategist at Leuthold Group. “While troublesome, the Core CPI Index’s overall rise is due almost entirely to prices that traditionally move around a lot, both up and down,” he says. This suggests the headline inflation rate can reverse and move down quickly from here.</p><p><blockquote>Leuthold Group市场策略师、经济学家吉姆·保尔森(Jim Paulsen)指出，这些价格在过去一年中上涨了约15%，而“粘性”价格的涨幅为3%。“虽然很麻烦，但核心CPI指数的整体上涨几乎完全是由于传统上价格波动较大，无论是上下波动，”他表示。这表明总体通胀率可能会逆转并从这里迅速下降。</blockquote></p><p> That’s what a lot of analysts and bond market investors think. Analysts expect inflation of less than 2% over the next two to 10 years, according to projections tracked by the Atlanta Fed. Meanwhile, the 10-year inflation rate projected by investors in the bond market stands at around 2.6%, notes Paulsen. Not terribly alarming.</p><p><blockquote>这是很多分析师和债市投资者的想法。根据亚特兰大联储追踪的预测，分析师预计未来两到十年通胀率将低于2%。保尔森指出，与此同时，债券市场投资者预计的10年期通胀率约为2.6%。不是很令人担忧。</blockquote></p><p> These projections make sense to me, because companies say their supply chain issues will be fixed by around the middle of next year. Shortages linked to supply chain issues have been a main contributor to price spikes.</p><p><blockquote>这些预测对我来说是有意义的，因为公司表示他们的供应链问题将在明年年中左右得到解决。与供应链问题相关的短缺是价格飙升的主要原因。</blockquote></p><p> Finally, mobility tracking data from Alphabet,Apple,OpenTable and the Transportation Security Administration show that people in the U.S. have significantly curtailed how much they go out in public. On Nov. 30 and Dec. 1, TSA check-ins were 79%-81% of 2019 levels, compared to 85% to 90% in the prior 10 days, by my calculations. If this reduced mobility slows the economy a little, it will ease fears about inflation and the need for the Fed taking away the punch bowl too quickly.</p><p><blockquote>最后，来自Alphabet、苹果、OpenTable和运输安全管理局的移动跟踪数据显示，美国人显着减少了在公共场合外出的次数。根据我的计算，11月30日和12月1日，美国运输安全管理局的登记人数为2019年水平的79%-81%，而前10天为85%至90%。如果流动性的减少稍微减缓了经济，这将缓解人们对通胀的担忧，以及美联储过快拿走潘趣酒碗的必要性。</blockquote></p><p> <b>Insiders</b></p><p><blockquote><b>内部人士</b></blockquote></p><p> In a mini-replay of March-October of 2020 when the COVID crisis first raged, insiders have once again stepped up to buy market weakness caused by fresh COVID fears. True, insiders are not epidemiologists. But they are not dummies either. They have good networks of contacts and they see the tone of their businesses every day. Their buying is focused on all the right areas like cyclicals, retail, energy and industrials, not defensive names.</p><p><blockquote>在2020年3月至10月COVID危机首次肆虐时的迷你回放中，内部人士再次站出来买入由新的COVID担忧造成的市场疲软。诚然，内部人士不是流行病学家。但他们也不是傻瓜。他们有良好的人脉网络，他们每天都能看到自己业务的基调。他们的购买集中在所有正确的领域，如周期性股票、零售、能源和工业，而不是防御性股票。</blockquote></p><p> Companies where insiders have been buying meaningful amounts over the past several days include outdoor and retail names Six Flags Entertainment,American Eagle Outfitters,Nordstrom&nbsp;and American Woodmark; travel names like Delta Air Lines&nbsp;and Playa Hotels &amp; Resorts ; energy names like Exxon Mobil&nbsp;and EOG Resources; and materials names like Cleveland-Cliffs&nbsp;and Orion Engineered Carbons.</p><p><blockquote>过去几天，内部人士大量买入的公司包括户外和零售品牌六旗娱乐公司、American Eagle Outfitters、Nordstrom和American Woodmark；达美航空和普拉亚酒店及度假村等旅游公司；埃克森美孚和EOG资源等能源公司；以及克利夫兰悬崖和猎户座工程碳等材料名称。</blockquote></p><p> <b>Ho, ho, ho!</b></p><p><blockquote><b>嗬，嗬，嗬！</b></blockquote></p><p> Their buying confirms work by seasonality and trading expert Larry Williams who tells me his work concludes we can expect a “Santa Claus” rally once again, later this month. We’ll see, but since the two main fears are false fears that will till take a little time to more fully recede, this makes sense to me.</p><p><blockquote>他们的购买证实了季节性和交易专家拉里·威廉姆斯的工作，他告诉我，他的工作得出的结论是，我们可以期待本月晚些时候再次出现“圣诞老人”反弹。我们会看到的，但由于两个主要的恐惧是虚假的恐惧，需要一点时间才能完全消退，这对我来说是有意义的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/insider-buying-says-a-santa-claus-rally-is-on-the-way-here-are-10-stocks-they-favor-11638541634?mod=home-page\">MarketWatch</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":{"EOG":"依欧格资源","XOM":"埃克森美孚","DAL":"达美航空","JWN":"诺德斯特龙","OEC":"Orion Engineered Carbons","AEO":"美鹰服饰","AMWD":"美国伍德马克","SIX":"Six Flags Entertainment Corp","PLYA":"Playa Hotels & Resorts NV","CLF":"克利夫兰克里夫"},"source_url":"https://www.marketwatch.com/story/insider-buying-says-a-santa-claus-rally-is-on-the-way-here-are-10-stocks-they-favor-11638541634?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188576930","content_text":"Corporate insiders stepped up buying considerably when the stock market weakened\nMarketWatch composite/Getty Images\nHang on to your stock-market exposure and add more if you can.\nThe twin fears spooking investors – the omicron COVID strain and inflation – are overdone. Stocks should proceed higher as more people figure this out, leading to a Santa Claus rally later this month.\nCorporate insiders confirm this view. They’ve stepped up buying considerably in the market weakness. What’s more they’re buying all the right groups – travel, retail, energy and materials, among others. These are the cyclical areas that’ll do the best as worries about growth recede, and insiders know it. I don’t see any hunkering down in defensive names like consumer staples.\nThere are lots of stock bargains because there’s been so much damage, even if narrower indexes like the S&P 500 and the Dow Jones Industrial Average have hung tough, propped up by a few large names. The Russell 2000 small-cap index is down more than 10%, and most stocks in the more widely followed indexes like the S&P 500 have also fallen more than 10% at some point recently.\nI’ll single out 10 names favored by insiders, including several I’ve recently suggested in my stock advisory letter Brush Up on Stocks (the link is in my bio, below). But first, a quick look at why insiders, like me, don’t seem to be too worried about the twin fears.\nOmicron\nThe concern here is that this new variant is far more contagious and deadly than the delta variant.\nThe first fear may be true. Case counts are rising sharply in South Africa, which suggests it is more contagious. As for lethality, though, omicron seems to be mild so far. There is still a lot to learn, but this is the message we consistently get from doctors and health authorities with lots of experience with COVID.\n“What we are seeing clinically in South Africa, and remember I’m at the epicenter of this where I’m practicing, is extremely mild for us,” says Angelique Coetzee, a doctor in South Africa who has three decades of experience. “These are mild cases. We haven’t admitted anyone. I’ve spoken to other colleagues of mine and they give the same picture.”\nHospitalizations in South Africa “are ticking up but not incredibly fast,” agrees William Hanage, an associate professor of epidemiology at Harvard and co-director of its Center for Communicable Disease Dynamics. U.S. health authorities confirm omicron may not be especially lethal. Both the Centers for Disease Control and Prevention and the Minnesota Department of Health describe the first cases found in the U.S. so far as mild.\nif the omicron variant is mild, this wouldn’t be a surprise. Respiratory viruses naturally evolve to be more contagious and less lethal, notes Professor Karl Lauterbach, an epidemiologist in Germany. This makes sense from the point of view of a virus. A virus has a better chance if it spreads quickly and does not kill its host.\nOn vaccine “escape” or evasion, former Food and Drug Administration chief Scott Gottlieb thinks the current vaccines will work against omicron by suppressing symptoms enough to lower hospitalizations. “There’s a high degree of confidence that efficacy is going to be preserved,” he says. “Will it be the same 95%? Perhaps not, but you will still have a meaningful amount of efficacy.”\nHe notes the mRNA vaccine companies can tweak their vaccines to make them even better, in a matter of months. Vaccine companies like Pfizer confirm boosters will work, and that they’ll be able to customize them for the omicron variant. “In our view and reiterated by Pfizer, the current booster will likely be effective,” says Jefferies biotech analyst Michael Yee. “A new version for 2022 can be even better.”\nInflation\nThere’s are lots of reasons to think inflation fears are overblown. The worry here is that the Federal Reserve is “behind the curve” so it will have to hike rates aggressively, which might kill growth and the bull market. This isn’t going to happen. One sign is that commodity prices and shipping costs have been falling sharply. These are often the leading edge of inflation.\nNext, take a moment to drill down on the current inflation spike. To do so, consider the Atlanta Federal Reserve’s breakdown of the parts of the Core CPI Index into “flexible” categories (quick to change) and “sticky” categories (slow to change). Right now, the flexible components account for most of the headline inflation.\nThese prices are up around 15% in the past year, compared to 3% gains for the “sticky” prices, points out economist Jim Paulsen, the market strategist at Leuthold Group. “While troublesome, the Core CPI Index’s overall rise is due almost entirely to prices that traditionally move around a lot, both up and down,” he says. This suggests the headline inflation rate can reverse and move down quickly from here.\nThat’s what a lot of analysts and bond market investors think. Analysts expect inflation of less than 2% over the next two to 10 years, according to projections tracked by the Atlanta Fed. Meanwhile, the 10-year inflation rate projected by investors in the bond market stands at around 2.6%, notes Paulsen. Not terribly alarming.\nThese projections make sense to me, because companies say their supply chain issues will be fixed by around the middle of next year. Shortages linked to supply chain issues have been a main contributor to price spikes.\nFinally, mobility tracking data from Alphabet,Apple,OpenTable and the Transportation Security Administration show that people in the U.S. have significantly curtailed how much they go out in public. On Nov. 30 and Dec. 1, TSA check-ins were 79%-81% of 2019 levels, compared to 85% to 90% in the prior 10 days, by my calculations. If this reduced mobility slows the economy a little, it will ease fears about inflation and the need for the Fed taking away the punch bowl too quickly.\nInsiders\nIn a mini-replay of March-October of 2020 when the COVID crisis first raged, insiders have once again stepped up to buy market weakness caused by fresh COVID fears. True, insiders are not epidemiologists. But they are not dummies either. They have good networks of contacts and they see the tone of their businesses every day. Their buying is focused on all the right areas like cyclicals, retail, energy and industrials, not defensive names.\nCompanies where insiders have been buying meaningful amounts over the past several days include outdoor and retail names Six Flags Entertainment,American Eagle Outfitters,Nordstrom and American Woodmark; travel names like Delta Air Lines and Playa Hotels & Resorts ; energy names like Exxon Mobil and EOG Resources; and materials names like Cleveland-Cliffs and Orion Engineered Carbons.\nHo, ho, ho!\nTheir buying confirms work by seasonality and trading expert Larry Williams who tells me his work concludes we can expect a “Santa Claus” rally once again, later this month. We’ll see, but since the two main fears are false fears that will till take a little time to more fully recede, this makes sense to me.","news_type":1,"symbols_score_info":{"AEO":0.9,"EOG":0.9,"SIX":0.9,"PLYA":0.9,"AMWD":0.9,"CLF":0.9,"JWN":0.9,"DAL":0.9,"XOM":0.9,"OEC":0.9}},"isVote":1,"tweetType":1,"viewCount":2085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879705516,"gmtCreate":1636769905613,"gmtModify":1636769905613,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572953408050779","idStr":"3572953408050779"},"themes":[],"htmlText":"Wa&nbsp; millions share&nbsp;","listText":"Wa&nbsp; millions share&nbsp;","text":"Wa millions share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879705516","repostId":"1151602326","repostType":2,"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690826071,"gmtCreate":1639656715433,"gmtModify":1639656724983,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572953408050779","idStr":"3572953408050779"},"themes":[],"htmlText":"Like like like","listText":"Like like like","text":"Like like like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690826071","repostId":"1191022113","repostType":4,"repost":{"id":"1191022113","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1639626011,"share":"https://www.laohu8.com/m/news/1191022113?lang=zh_CN&edition=full","pubTime":"2021-12-16 11:40","market":"us","language":"en","title":"Cathie Wood Sells Another $88M In Tesla Day After Piling Up Stake In Chinese EV Rival<blockquote>凯西·伍德(Cathie Wood)在增持中国电动汽车竞争对手股份后，在特斯拉日又出售了8800万美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191022113","media":"Benzinga","summary":"Cathie Wood-led Ark Invest on Wednesday sold 90,455 shares — estimated to be worth $88.3 million — i","content":"<p><b>Cathie Wood</b>-led&nbsp;<b>Ark Invest</b>&nbsp;on Wednesday sold 90,455 shares — estimated to be worth $88.3 million — in&nbsp;<b>Tesla Inc</b>, booking profit in the stock as it rose after days of losses.</p><p><blockquote><b>凯西·伍德</b>-led<b>方舟投资</b>周三出售了90,455股股票，估计价值8830万美元<b>特斯拉公司</b>，该股在连续几天下跌后上涨时获利了结。</blockquote></p><p> The stock pared earlier losses to close&nbsp;1.82% higher at $975.99 a share on Wednesday. The Elon Musk-led company’s shares are up about 34% so far this year and down about 7.5% over the past month.</p><p><blockquote>该股周三收高1.82%，收于每股975.99美元。埃隆·马斯克(Elon Musk)领导的公司股价今年迄今上涨了约34%，过去一个月下跌了约7.5%。</blockquote></p><p> Ark Invest sold the shares via the&nbsp;<b>Ark Innovation ETF</b>(BATS:ARKK), the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ) and the&nbsp;<b>Ark Next Generation Internet ETF</b>(BATS:ARKW)&nbsp;on Wednesday.</p><p><blockquote>Ark Invest通过<b>方舟创新ETF</b>（蝙蝠：ARKK），<b>Ark自主技术与机器人ETF</b>（蝙蝠：ARKQ）和<b>方舟下一代互联网ETF</b>（蝙蝠：ARKW）周三。</blockquote></p><p> Tesla’s weight in ARKK and ARKW had already slipped below the 10% threshold at 8.14% and 9.35%, respectively, ahead of Wednesday’s trade. In ARKQ, it constituted 10.59% of the portfolio.</p><p><blockquote>在周三交易之前，特斯拉在ARKK和ARKW的权重已经跌破10%的门槛，分别为8.14%和9.35%。在ARKQ中，它占投资组合的10.59%。</blockquote></p><p> The three ETFs held 1.99 million shares — worth $1.91 billion — in Tesla, ahead of Wednesday’s trade.</p><p><blockquote>在周三交易之前，这三只ETF持有特斯拉199万股股票，价值19.1亿美元。</blockquote></p><p> Ark Invest has been booking profit in Tesla since September — selling over $3 billion worth of shares — after years of piling up shares in the electric vehicle company at far lower levels.</p><p><blockquote>自9月以来，方舟投资一直在特斯拉寻求盈利——出售价值超过30亿美元的股票——此前，这家电动车公司多年来一直在低得多的水平累积股票。</blockquote></p><p> Tesla continues to be the firm's biggest bet across ETFs — a stock it predicts would hit the&nbsp;$3,000 mark by the end of 2025.</p><p><blockquote>特斯拉仍然是该公司在ETF中最大的押注——预计该股到2025年底将触及3,000美元大关。</blockquote></p><p> Wood favors the automotive industry’s switch to electric vehicles and earlier thismonth started buying sharesin the U.S. listed Chinese electric automaker&nbsp;<b>Xpeng Inc</b>.</p><p><blockquote>伍德支持汽车行业转向电动汽车，并于本月早些时候开始购买这家在美国上市的中国电动汽车制造商的股票<b>小鹏汽车</b>.</blockquote></p><p> Here are the other key trades on Wednesday:</p><p><blockquote>以下是周三的其他关键交易：</blockquote></p><p> <ul>  <li>Bought 104,489 shares — estimated to be worth $21.3 million — in&nbsp;<b>Roku Inc</b>&nbsp;on the dip. The stock closed 7.95% lower at $203.94 a share on Wednesday.</li>  <li>Bought 705,660 shares — estimated to be worth $13.7 million — in&nbsp;<b>Robinhood Markets Inc</b>. The stock closed 1.93% higher at $19.50 a share.</li> </ul></p><p><blockquote><ul><li>购买了104,489股股票，估计价值2,130万美元<b>Roku公司</b>在下降。该股周三收盘下跌7.95%，至每股203.94美元。</li><li>购买了705,660股股票，估计价值1,370万美元<b>罗宾汉市场公司</b>该股收涨1.93%，报每股19.50美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Sells Another $88M In Tesla Day After Piling Up Stake In Chinese EV Rival<blockquote>凯西·伍德(Cathie Wood)在增持中国电动汽车竞争对手股份后，在特斯拉日又出售了8800万美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nCathie Wood Sells Another $88M In Tesla Day After Piling Up Stake In Chinese EV Rival<blockquote>凯西·伍德(Cathie Wood)在增持中国电动汽车竞争对手股份后，在特斯拉日又出售了8800万美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-16 11:40</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Cathie Wood</b>-led&nbsp;<b>Ark Invest</b>&nbsp;on Wednesday sold 90,455 shares — estimated to be worth $88.3 million — in&nbsp;<b>Tesla Inc</b>, booking profit in the stock as it rose after days of losses.</p><p><blockquote><b>凯西·伍德</b>-led<b>方舟投资</b>周三出售了90,455股股票，估计价值8830万美元<b>特斯拉公司</b>，该股在连续几天下跌后上涨时获利了结。</blockquote></p><p> The stock pared earlier losses to close&nbsp;1.82% higher at $975.99 a share on Wednesday. The Elon Musk-led company’s shares are up about 34% so far this year and down about 7.5% over the past month.</p><p><blockquote>该股周三收高1.82%，收于每股975.99美元。埃隆·马斯克(Elon Musk)领导的公司股价今年迄今上涨了约34%，过去一个月下跌了约7.5%。</blockquote></p><p> Ark Invest sold the shares via the&nbsp;<b>Ark Innovation ETF</b>(BATS:ARKK), the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ) and the&nbsp;<b>Ark Next Generation Internet ETF</b>(BATS:ARKW)&nbsp;on Wednesday.</p><p><blockquote>Ark Invest通过<b>方舟创新ETF</b>（蝙蝠：ARKK），<b>Ark自主技术与机器人ETF</b>（蝙蝠：ARKQ）和<b>方舟下一代互联网ETF</b>（蝙蝠：ARKW）周三。</blockquote></p><p> Tesla’s weight in ARKK and ARKW had already slipped below the 10% threshold at 8.14% and 9.35%, respectively, ahead of Wednesday’s trade. In ARKQ, it constituted 10.59% of the portfolio.</p><p><blockquote>在周三交易之前，特斯拉在ARKK和ARKW的权重已经跌破10%的门槛，分别为8.14%和9.35%。在ARKQ中，它占投资组合的10.59%。</blockquote></p><p> The three ETFs held 1.99 million shares — worth $1.91 billion — in Tesla, ahead of Wednesday’s trade.</p><p><blockquote>在周三交易之前，这三只ETF持有特斯拉199万股股票，价值19.1亿美元。</blockquote></p><p> Ark Invest has been booking profit in Tesla since September — selling over $3 billion worth of shares — after years of piling up shares in the electric vehicle company at far lower levels.</p><p><blockquote>自9月以来，方舟投资一直在特斯拉寻求盈利——出售价值超过30亿美元的股票——此前，这家电动车公司多年来一直在低得多的水平累积股票。</blockquote></p><p> Tesla continues to be the firm's biggest bet across ETFs — a stock it predicts would hit the&nbsp;$3,000 mark by the end of 2025.</p><p><blockquote>特斯拉仍然是该公司在ETF中最大的押注——预计该股到2025年底将触及3,000美元大关。</blockquote></p><p> Wood favors the automotive industry’s switch to electric vehicles and earlier thismonth started buying sharesin the U.S. listed Chinese electric automaker&nbsp;<b>Xpeng Inc</b>.</p><p><blockquote>伍德支持汽车行业转向电动汽车，并于本月早些时候开始购买这家在美国上市的中国电动汽车制造商的股票<b>小鹏汽车</b>.</blockquote></p><p> Here are the other key trades on Wednesday:</p><p><blockquote>以下是周三的其他关键交易：</blockquote></p><p> <ul>  <li>Bought 104,489 shares — estimated to be worth $21.3 million — in&nbsp;<b>Roku Inc</b>&nbsp;on the dip. The stock closed 7.95% lower at $203.94 a share on Wednesday.</li>  <li>Bought 705,660 shares — estimated to be worth $13.7 million — in&nbsp;<b>Robinhood Markets Inc</b>. The stock closed 1.93% higher at $19.50 a share.</li> </ul></p><p><blockquote><ul><li>购买了104,489股股票，估计价值2,130万美元<b>Roku公司</b>在下降。该股周三收盘下跌7.95%，至每股203.94美元。</li><li>购买了705,660股股票，估计价值1,370万美元<b>罗宾汉市场公司</b>该股收涨1.93%，报每股19.50美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKQ":"ARK Autonomous Technology & Robotics ETF","XPEV":"小鹏汽车","TSLA":"特斯拉","ARKK":"ARK Innovation ETF","ARKW":"ARK Next Generation Internet ETF","HOOD":"Robinhood","ROKU":"Roku Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191022113","content_text":"Cathie Wood-led Ark Invest on Wednesday sold 90,455 shares — estimated to be worth $88.3 million — in Tesla Inc, booking profit in the stock as it rose after days of losses.\nThe stock pared earlier losses to close 1.82% higher at $975.99 a share on Wednesday. The Elon Musk-led company’s shares are up about 34% so far this year and down about 7.5% over the past month.\nArk Invest sold the shares via the Ark Innovation ETF(BATS:ARKK), the Ark Autonomous Technology & Robotics ETF(BATS:ARKQ) and the Ark Next Generation Internet ETF(BATS:ARKW) on Wednesday.\nTesla’s weight in ARKK and ARKW had already slipped below the 10% threshold at 8.14% and 9.35%, respectively, ahead of Wednesday’s trade. In ARKQ, it constituted 10.59% of the portfolio.\nThe three ETFs held 1.99 million shares — worth $1.91 billion — in Tesla, ahead of Wednesday’s trade.\nArk Invest has been booking profit in Tesla since September — selling over $3 billion worth of shares — after years of piling up shares in the electric vehicle company at far lower levels.\nTesla continues to be the firm's biggest bet across ETFs — a stock it predicts would hit the $3,000 mark by the end of 2025.\nWood favors the automotive industry’s switch to electric vehicles and earlier thismonth started buying sharesin the U.S. listed Chinese electric automaker Xpeng Inc.\nHere are the other key trades on Wednesday:\n\nBought 104,489 shares — estimated to be worth $21.3 million — in Roku Inc on the dip. The stock closed 7.95% lower at $203.94 a share on Wednesday.\nBought 705,660 shares — estimated to be worth $13.7 million — in Robinhood Markets Inc. The stock closed 1.93% higher at $19.50 a share.","news_type":1,"symbols_score_info":{"ARKW":0.9,"XPEV":0.9,"HOOD":0.9,"ARKK":0.9,"ROKU":0.9,"TSLA":0.9,"ARKQ":0.9}},"isVote":1,"tweetType":1,"viewCount":1958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602711577,"gmtCreate":1639065823814,"gmtModify":1639066025145,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572953408050779","idStr":"3572953408050779"},"themes":[],"htmlText":"Droo more please so that we can buy more!","listText":"Droo more please so that we can buy more!","text":"Droo more please so that we can buy more!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602711577","repostId":"1106538194","repostType":2,"repost":{"id":"1106538194","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639060286,"share":"https://www.laohu8.com/m/news/1106538194?lang=zh_CN&edition=full","pubTime":"2021-12-09 22:31","market":"us","language":"en","title":"U.S. stock indexes pull back modestly at Thursday's open, poised to snap 3-day string of gains<blockquote>美国股指周四开盘小幅回调，有望snap连续三天上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106538194","media":"Tiger Newspress","summary":"U.S. stocks dipped on Thursday, after the major averages posted a third straight day of gains as tra","content":"<p>U.S. stocks dipped on Thursday, after the major averages posted a&nbsp;third straight day of gains&nbsp;as traders bet that the omicron variant’s economic impacts won’t be as severe as initially thought.</p><p><blockquote>美国股市周四下跌，此前主要股指连续第三天上涨，交易员押注奥密克戎变种对经济的影响不会像最初想象的那么严重。</blockquote></p><p> The Dow Jones Industrial Average slid 148 points, or 0.4%. The S&amp;P 500 and Nasdaq Composite each fell 0.3%.</p><p><blockquote>道琼斯工业平均指数下跌148点，跌幅0.4%。标普500和纳斯达克综合指数均下跌0.3%。</blockquote></p><p> Several travel-related stocks, which led the market higher throughout the week, were lower Thursday morning. Shares of Carnival fell 2%. Casino stocks Wynn Resorts and Las Vegas Sands fell 1%. United and Delta Air Lines were 1% lower too.</p><p><blockquote>几只全周领涨市场的旅游相关股票周四上午走低。嘉年华股价下跌2%。赌场股永利度假村和拉斯维加斯金沙集团下跌1%。联合航空和达美航空也下跌1%。</blockquote></p><p> Separately, shares of Rent The Runway tumbled by 12% after reporting swelling losses and lower than pre-pandemic subscriber growth for its most recent quarter. Electric vehicle maker Lucid saw shares fall 4% after announcing a $1.75 billion offering of convertible senior notes.</p><p><blockquote>另外，Rent The Runway的股价下跌12%，此前该公司报告最近一个季度的亏损不断扩大，用户增长率低于大流行前。电动汽车制造商Lucid宣布发行17.5亿美元的可转换优先票据后，股价下跌4%。</blockquote></p><p> Still, there were some positive morning moves as well. CVS gained 2% after it&nbsp;issued upbeat guidance&nbsp;ahead of its Investor Day. Home retailer RH soared about 10% after it reported blowout earnings and lifted the low end of its revenue outlook.</p><p><blockquote>尽管如此，上午也有一些积极的走势。CVS在投资者日之前发布乐观指引后上涨2%。家居零售商RH在公布井喷式盈利并上调收入预期下限后，股价飙升约10%。</blockquote></p><p> There are some notable earnings reports on Thursday, including from Oracle, Broadcom and Lululemon, all of which report after the market closes.</p><p><blockquote>周四有一些值得注意的收益报告，包括甲骨文、博通和Lululemon，所有这些报告都是在收盘后发布的。</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>U.S. stock indexes pull back modestly at Thursday's open, poised to snap 3-day string of gains<blockquote>美国股指周四开盘小幅回调，有望snap连续三天上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nU.S. stock indexes pull back modestly at Thursday's open, poised to snap 3-day string of gains<blockquote>美国股指周四开盘小幅回调，有望snap连续三天上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-09 22:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stocks dipped on Thursday, after the major averages posted a&nbsp;third straight day of gains&nbsp;as traders bet that the omicron variant’s economic impacts won’t be as severe as initially thought.</p><p><blockquote>美国股市周四下跌，此前主要股指连续第三天上涨，交易员押注奥密克戎变种对经济的影响不会像最初想象的那么严重。</blockquote></p><p> The Dow Jones Industrial Average slid 148 points, or 0.4%. The S&amp;P 500 and Nasdaq Composite each fell 0.3%.</p><p><blockquote>道琼斯工业平均指数下跌148点，跌幅0.4%。标普500和纳斯达克综合指数均下跌0.3%。</blockquote></p><p> Several travel-related stocks, which led the market higher throughout the week, were lower Thursday morning. Shares of Carnival fell 2%. Casino stocks Wynn Resorts and Las Vegas Sands fell 1%. United and Delta Air Lines were 1% lower too.</p><p><blockquote>几只全周领涨市场的旅游相关股票周四上午走低。嘉年华股价下跌2%。赌场股永利度假村和拉斯维加斯金沙集团下跌1%。联合航空和达美航空也下跌1%。</blockquote></p><p> Separately, shares of Rent The Runway tumbled by 12% after reporting swelling losses and lower than pre-pandemic subscriber growth for its most recent quarter. Electric vehicle maker Lucid saw shares fall 4% after announcing a $1.75 billion offering of convertible senior notes.</p><p><blockquote>另外，Rent The Runway的股价下跌12%，此前该公司报告最近一个季度的亏损不断扩大，用户增长率低于大流行前。电动汽车制造商Lucid宣布发行17.5亿美元的可转换优先票据后，股价下跌4%。</blockquote></p><p> Still, there were some positive morning moves as well. CVS gained 2% after it&nbsp;issued upbeat guidance&nbsp;ahead of its Investor Day. Home retailer RH soared about 10% after it reported blowout earnings and lifted the low end of its revenue outlook.</p><p><blockquote>尽管如此，上午也有一些积极的走势。CVS在投资者日之前发布乐观指引后上涨2%。家居零售商RH在公布井喷式盈利并上调收入预期下限后，股价飙升约10%。</blockquote></p><p> There are some notable earnings reports on Thursday, including from Oracle, Broadcom and Lululemon, all of which report after the market closes.</p><p><blockquote>周四有一些值得注意的收益报告，包括甲骨文、博通和Lululemon，所有这些报告都是在收盘后发布的。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106538194","content_text":"U.S. stocks dipped on Thursday, after the major averages posted a third straight day of gains as traders bet that the omicron variant’s economic impacts won’t be as severe as initially thought.\nThe Dow Jones Industrial Average slid 148 points, or 0.4%. The S&P 500 and Nasdaq Composite each fell 0.3%.\nSeveral travel-related stocks, which led the market higher throughout the week, were lower Thursday morning. Shares of Carnival fell 2%. Casino stocks Wynn Resorts and Las Vegas Sands fell 1%. United and Delta Air Lines were 1% lower too.\nSeparately, shares of Rent The Runway tumbled by 12% after reporting swelling losses and lower than pre-pandemic subscriber growth for its most recent quarter. Electric vehicle maker Lucid saw shares fall 4% after announcing a $1.75 billion offering of convertible senior notes.\nStill, there were some positive morning moves as well. CVS gained 2% after it issued upbeat guidance ahead of its Investor Day. Home retailer RH soared about 10% after it reported blowout earnings and lifted the low end of its revenue outlook.\nThere are some notable earnings reports on Thursday, including from Oracle, Broadcom and Lululemon, all of which report after the market closes.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692035048,"gmtCreate":1640789925026,"gmtModify":1640789925188,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572953408050779","idStr":"3572953408050779"},"themes":[],"htmlText":"HODL!&nbsp;LONG TERM GOALS!&nbsp;<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>","listText":"HODL!&nbsp;LONG TERM GOALS!&nbsp;<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>","text":"HODL! LONG TERM GOALS! $Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692035048","isVote":1,"tweetType":1,"viewCount":1970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877909216,"gmtCreate":1637852629774,"gmtModify":1637852629774,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572953408050779","idStr":"3572953408050779"},"themes":[],"htmlText":"Hodl","listText":"Hodl","text":"Hodl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877909216","repostId":"2186916023","repostType":2,"isVote":1,"tweetType":1,"viewCount":2756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600265953,"gmtCreate":1638160064375,"gmtModify":1638160064431,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572953408050779","idStr":"3572953408050779"},"themes":[],"htmlText":"Lol anyhow put 200k meh","listText":"Lol anyhow put 200k meh","text":"Lol anyhow put 200k meh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600265953","repostId":"2186432637","repostType":2,"isVote":1,"tweetType":1,"viewCount":1872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879737355,"gmtCreate":1636771412242,"gmtModify":1636771412242,"author":{"id":"3572953408050779","authorId":"3572953408050779","name":"FlRE","avatar":"https://static.tigerbbs.com/bcf0d2a348c6ea8d463dd7d35bfa021b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572953408050779","idStr":"3572953408050779"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879737355","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=zh_CN&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，其中2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</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>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-13 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，其中2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Seeking Alpha</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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}