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Khairul0802
2021-08-17
Danggg
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Khairul0802
2021-08-12
HODLLL
Clover Health shares rose nearly 12% in premarket trading.<blockquote>Clover Health股价在盘前交易中上涨近12%。</blockquote>
Khairul0802
2021-08-11
Like
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Khairul0802
2021-08-06
So good
The S&P 500 Can Rise Another 6% This Year, Goldman Sachs Says. Why It’s So Upbeat.<blockquote>高盛表示,标普500今年可能再上涨6%。为什么这么乐观。</blockquote>
Khairul0802
2021-07-30
Like
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Khairul0802
2021-07-28
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Khairul0802
2021-07-23
Wow
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Khairul0802
2021-07-16
Woohoo
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Khairul0802
2021-07-15
Yay
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Khairul0802
2021-07-13
Yesss
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Khairul0802
2021-07-09
Wow
5 Blue Chip Stocks to Buy With Huge Dividends as Interest Rates Plunge<blockquote>随着利率暴跌,值得买入并获得巨额股息的5只蓝筹股</blockquote>
Khairul0802
2021-07-08
Comment
Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought<blockquote>凯西·伍德(Cathie Wood)逢低买入:她刚刚买入的3只股票</blockquote>
Khairul0802
2021-07-06
Wow
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Khairul0802
2021-07-03
Hopefully comment
Can Alibaba Turn Around Its Woes in the Second Half of 2021?<blockquote>阿里巴巴-SW能否在2021年下半年扭转颓势?</blockquote>
Khairul0802
2021-07-01
Good comment
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Khairul0802
2021-06-30
Comment and like.
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Khairul0802
2021-06-29
Like this
Marin Software surged another 41% in premarket trading<blockquote>Marin Software在盘前交易中又飙升41%</blockquote>
Khairul0802
2021-06-28
Damnn
Hong Kong Exchanges Cancels Morning Session Due to Rainstorm Warning<blockquote>香港交易所因暴雨警告取消上午交易</blockquote>
Khairul0802
2021-06-26
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Khairul0802
2021-06-25
Wow
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"htmlText":"HODLLL","listText":"HODLLL","text":"HODLLL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895516429","repostId":"1176507211","repostType":4,"repost":{"id":"1176507211","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":1628755698,"share":"https://www.laohu8.com/m/news/1176507211?lang=zh_CN&edition=full","pubTime":"2021-08-12 16:08","market":"us","language":"en","title":"Clover Health shares rose nearly 12% in premarket trading.<blockquote>Clover Health股价在盘前交易中上涨近12%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176507211","media":"Tiger Newspress","summary":"Clover Health shares rose nearly 12% in premarket trading.\nHealth care technology company Clover Hea","content":"<p>Clover Health shares rose nearly 12% in premarket trading.</p><p><blockquote>Clover Health股价在盘前交易中上涨近12%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/873c1d06cbd5a2c42b775f8b93fec480\" tg-width=\"910\" tg-height=\"651\" referrerpolicy=\"no-referrer\">Health care technology company <b>Clover Health</b> reported second-quarter earnings Wednesday afternoon.</p><p><blockquote>医疗保健技术公司<b>三叶草健康</b>周三下午公布了第二季度收益。</blockquote></p><p> Clover Health had revenue of $412 million in the second quarter, up 140% year-over-year. The revenue total beat analysts’ estimate of $205.4 million for the quarter.</p><p><blockquote>Clover Health第二季度营收4.12亿美元,同比增长140%。该季度总收入超出了分析师预期的2.054亿美元。</blockquote></p><p> Clover Health sees full fiscal year revenue coming in the range of $1.4 billion to $1.5 billion. The revenue guidance is ahead of an $811.5 million estimate from analysts.</p><p><blockquote>Clover Health预计整个财年的收入将在14亿至15亿美元之间。该收入指引高于分析师8.115亿美元的预期。</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>Clover Health shares rose nearly 12% in premarket trading.<blockquote>Clover Health股价在盘前交易中上涨近12%。</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\">\nClover Health shares rose nearly 12% in premarket trading.<blockquote>Clover Health股价在盘前交易中上涨近12%。</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\">2021-08-12 16:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Clover Health shares rose nearly 12% in premarket trading.</p><p><blockquote>Clover Health股价在盘前交易中上涨近12%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/873c1d06cbd5a2c42b775f8b93fec480\" tg-width=\"910\" tg-height=\"651\" referrerpolicy=\"no-referrer\">Health care technology company <b>Clover Health</b> reported second-quarter earnings Wednesday afternoon.</p><p><blockquote>医疗保健技术公司<b>三叶草健康</b>周三下午公布了第二季度收益。</blockquote></p><p> Clover Health had revenue of $412 million in the second quarter, up 140% year-over-year. The revenue total beat analysts’ estimate of $205.4 million for the quarter.</p><p><blockquote>Clover Health第二季度营收4.12亿美元,同比增长140%。该季度总收入超出了分析师预期的2.054亿美元。</blockquote></p><p> Clover Health sees full fiscal year revenue coming in the range of $1.4 billion to $1.5 billion. The revenue guidance is ahead of an $811.5 million estimate from analysts.</p><p><blockquote>Clover Health预计整个财年的收入将在14亿至15亿美元之间。该收入指引高于分析师8.115亿美元的预期。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLOV":"Clover Health Corp"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176507211","content_text":"Clover Health shares rose nearly 12% in premarket trading.\nHealth care technology company Clover Health reported second-quarter earnings Wednesday afternoon.\nClover Health had revenue of $412 million in the second quarter, up 140% year-over-year. The revenue total beat analysts’ estimate of $205.4 million for the quarter.\nClover Health sees full fiscal year revenue coming in the range of $1.4 billion to $1.5 billion. The revenue guidance is ahead of an $811.5 million estimate from analysts.","news_type":1,"symbols_score_info":{"CLOV":0.9}},"isVote":1,"tweetType":1,"viewCount":1142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892519980,"gmtCreate":1628671467940,"gmtModify":1631883857764,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573174299397007","idStr":"3573174299397007"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/892519980","repostId":"1166126919","repostType":4,"isVote":1,"tweetType":1,"viewCount":1610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893055193,"gmtCreate":1628223639912,"gmtModify":1631883857776,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573174299397007","idStr":"3573174299397007"},"themes":[],"htmlText":"So good","listText":"So good","text":"So good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893055193","repostId":"1188253337","repostType":4,"repost":{"id":"1188253337","kind":"news","pubTimestamp":1628216944,"share":"https://www.laohu8.com/m/news/1188253337?lang=zh_CN&edition=full","pubTime":"2021-08-06 10:29","market":"us","language":"en","title":"The S&P 500 Can Rise Another 6% This Year, Goldman Sachs Says. Why It’s So Upbeat.<blockquote>高盛表示,标普500今年可能再上涨6%。为什么这么乐观。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188253337","media":"Barrons","summary":"Goldman Sachs strategists raised their target for the S&P 500, saying corporate earnings have been t","content":"<p>Goldman Sachs strategists raised their target for the S&P 500, saying corporate earnings have been too strong to ignore and that bond yields are remaining stubbornly low.</p><p><blockquote>高盛策略师上调了标普500的目标,称企业盈利强劲,不容忽视,债券收益率仍居高不下。</blockquote></p><p> The investment bank now says the market benchmark could reach 4700 by year-end, up from its previous call of 4300. That implies a gain of just over 6% from the index’s current level.</p><p><blockquote>该投资银行现在表示,到年底,市场基准可能会达到4700点,高于之前4300点的看涨期权。这意味着该指数较当前水平上涨略高于6%。</blockquote></p><p> One of the main factors behind the more upbeat view is that second-quarter earnings are coming in far higher than expected, exceeding expectations by historically wide margins. The Goldman strategists now expect aggregate earnings per share for companies in the S&P 500 will be $207 this year, up from a previous forecast of $193. For 2022, they are expecting aggregate EPS of $212, up from $202.</p><p><blockquote>更为乐观的观点背后的主要因素之一是第二季度盈利远高于预期,超出预期的幅度为历史上较大。高盛策略师目前预计,标普500公司今年的每股总收益将为207美元,高于此前预测的193美元。他们预计2022年总每股收益为212美元,高于202美元。</blockquote></p><p> The forecasts represent respective year-over-year growth of 45% and 2%, as pent-up demand drives this year’s profits past 2019 levels, before growth moderates in 2022. The strategists incorporated a corporate tax-rate increase into their 2022 profit projection, reducing it slightly.</p><p><blockquote>预测分别为45%和2%的同比增长,因为被压抑的需求推动今年的利润超过2019年的水平,然后增长将在2022年放缓。策略师将企业税率上调纳入2022年利润预测中,并略有降低。</blockquote></p><p> The other key consideration is that valuations could remain fairly high because bond yields remain low. Goldman sees stocks in the index trading at an average of 22.1 times the per-share earnings expected for the 2022, slightly higher than the current 21 times. Low bond yields reduce the appeal of investing in fixed-income securities, as well as increasing the current value of future profits.</p><p><blockquote>另一个关键考虑因素是,由于债券收益率仍然较低,估值可能仍然相当高。高盛预计该指数股票的平均交易价格是2022年每股收益预期的22.1倍,略高于目前的21倍。低债券收益率降低了投资固定收益证券的吸引力,也增加了未来利润的现值。</blockquote></p><p> “Lower interest rates than expected support a stable forward P/E multiple of 22x,” wrote David Kostin, Goldman Sachs’ chief U.S. equity strategist.</p><p><blockquote>高盛首席美国股票策略师David Kostin写道:“低于预期的利率支撑了22倍的稳定预期市盈率。”</blockquote></p><p> The strategists lowered their forecast for the 10-year Treasury yield to 1.6% from 1.9% by year-end. Yields are now at 1.2%, even as inflation expectations have risen and some market participants have seen buying the debt as a good trade.</p><p><blockquote>策略师将年底前10年期国债收益率预期从1.9%下调至1.6%。尽管通胀预期上升,一些市场参与者认为购买债券是一笔不错的交易,但收益率目前仍为1.2%。</blockquote></p><p> <b>I</b>nflation is expected to be a bit over 2% for the long term, according to St. Louis Fed data, and bond investors usually demand a return greater than the rate of inflation. But the 10-year Treasury yield has remained far below expected inflation, even after a period during which some investors were piling into the debt, sending the price up and the yield down.</p><p><blockquote><b>我</b>根据圣路易斯联储的数据,长期通胀率预计将略高于2%,债券投资者通常要求高于通胀率的回报。但10年期国债收益率仍远低于预期通胀,即使在一些投资者大量买入债券导致价格上涨和收益率下降的一段时间之后。</blockquote></p><p> Goldman’s 2021 target for the S&P 500 implies an earnings yield for stocks that would be 3 percentage points higher than what investors can get from bonds at 1.6%. And that makes stock valuations look reasonable.</p><p><blockquote>高盛2021年标普500目标意味着股票收益率将比投资者从债券中获得的1.6%高出3个百分点。这使得股票估值看起来合理。</blockquote></p><p> The current Goldilocks environment—a sturdy economy, but with low bond yields—is keeping stocks in favor.</p><p><blockquote>当前的金发姑娘环境——经济强劲,但债券收益率较低——使股市受到青睐。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500 Can Rise Another 6% This Year, Goldman Sachs Says. Why It’s So Upbeat.<blockquote>高盛表示,标普500今年可能再上涨6%。为什么这么乐观。</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\">\nThe S&P 500 Can Rise Another 6% This Year, Goldman Sachs Says. Why It’s So Upbeat.<blockquote>高盛表示,标普500今年可能再上涨6%。为什么这么乐观。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-06 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Goldman Sachs strategists raised their target for the S&P 500, saying corporate earnings have been too strong to ignore and that bond yields are remaining stubbornly low.</p><p><blockquote>高盛策略师上调了标普500的目标,称企业盈利强劲,不容忽视,债券收益率仍居高不下。</blockquote></p><p> The investment bank now says the market benchmark could reach 4700 by year-end, up from its previous call of 4300. That implies a gain of just over 6% from the index’s current level.</p><p><blockquote>该投资银行现在表示,到年底,市场基准可能会达到4700点,高于之前4300点的看涨期权。这意味着该指数较当前水平上涨略高于6%。</blockquote></p><p> One of the main factors behind the more upbeat view is that second-quarter earnings are coming in far higher than expected, exceeding expectations by historically wide margins. The Goldman strategists now expect aggregate earnings per share for companies in the S&P 500 will be $207 this year, up from a previous forecast of $193. For 2022, they are expecting aggregate EPS of $212, up from $202.</p><p><blockquote>更为乐观的观点背后的主要因素之一是第二季度盈利远高于预期,超出预期的幅度为历史上较大。高盛策略师目前预计,标普500公司今年的每股总收益将为207美元,高于此前预测的193美元。他们预计2022年总每股收益为212美元,高于202美元。</blockquote></p><p> The forecasts represent respective year-over-year growth of 45% and 2%, as pent-up demand drives this year’s profits past 2019 levels, before growth moderates in 2022. The strategists incorporated a corporate tax-rate increase into their 2022 profit projection, reducing it slightly.</p><p><blockquote>预测分别为45%和2%的同比增长,因为被压抑的需求推动今年的利润超过2019年的水平,然后增长将在2022年放缓。策略师将企业税率上调纳入2022年利润预测中,并略有降低。</blockquote></p><p> The other key consideration is that valuations could remain fairly high because bond yields remain low. Goldman sees stocks in the index trading at an average of 22.1 times the per-share earnings expected for the 2022, slightly higher than the current 21 times. Low bond yields reduce the appeal of investing in fixed-income securities, as well as increasing the current value of future profits.</p><p><blockquote>另一个关键考虑因素是,由于债券收益率仍然较低,估值可能仍然相当高。高盛预计该指数股票的平均交易价格是2022年每股收益预期的22.1倍,略高于目前的21倍。低债券收益率降低了投资固定收益证券的吸引力,也增加了未来利润的现值。</blockquote></p><p> “Lower interest rates than expected support a stable forward P/E multiple of 22x,” wrote David Kostin, Goldman Sachs’ chief U.S. equity strategist.</p><p><blockquote>高盛首席美国股票策略师David Kostin写道:“低于预期的利率支撑了22倍的稳定预期市盈率。”</blockquote></p><p> The strategists lowered their forecast for the 10-year Treasury yield to 1.6% from 1.9% by year-end. Yields are now at 1.2%, even as inflation expectations have risen and some market participants have seen buying the debt as a good trade.</p><p><blockquote>策略师将年底前10年期国债收益率预期从1.9%下调至1.6%。尽管通胀预期上升,一些市场参与者认为购买债券是一笔不错的交易,但收益率目前仍为1.2%。</blockquote></p><p> <b>I</b>nflation is expected to be a bit over 2% for the long term, according to St. Louis Fed data, and bond investors usually demand a return greater than the rate of inflation. But the 10-year Treasury yield has remained far below expected inflation, even after a period during which some investors were piling into the debt, sending the price up and the yield down.</p><p><blockquote><b>我</b>根据圣路易斯联储的数据,长期通胀率预计将略高于2%,债券投资者通常要求高于通胀率的回报。但10年期国债收益率仍远低于预期通胀,即使在一些投资者大量买入债券导致价格上涨和收益率下降的一段时间之后。</blockquote></p><p> Goldman’s 2021 target for the S&P 500 implies an earnings yield for stocks that would be 3 percentage points higher than what investors can get from bonds at 1.6%. And that makes stock valuations look reasonable.</p><p><blockquote>高盛2021年标普500目标意味着股票收益率将比投资者从债券中获得的1.6%高出3个百分点。这使得股票估值看起来合理。</blockquote></p><p> The current Goldilocks environment—a sturdy economy, but with low bond yields—is keeping stocks in favor.</p><p><blockquote>当前的金发姑娘环境——经济强劲,但债券收益率较低——使股市受到青睐。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stock-market-sp-500-more-gains-goldman-sachs-51628182610?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stock-market-sp-500-more-gains-goldman-sachs-51628182610?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188253337","content_text":"Goldman Sachs strategists raised their target for the S&P 500, saying corporate earnings have been too strong to ignore and that bond yields are remaining stubbornly low.\nThe investment bank now says the market benchmark could reach 4700 by year-end, up from its previous call of 4300. That implies a gain of just over 6% from the index’s current level.\nOne of the main factors behind the more upbeat view is that second-quarter earnings are coming in far higher than expected, exceeding expectations by historically wide margins. The Goldman strategists now expect aggregate earnings per share for companies in the S&P 500 will be $207 this year, up from a previous forecast of $193. For 2022, they are expecting aggregate EPS of $212, up from $202.\nThe forecasts represent respective year-over-year growth of 45% and 2%, as pent-up demand drives this year’s profits past 2019 levels, before growth moderates in 2022. The strategists incorporated a corporate tax-rate increase into their 2022 profit projection, reducing it slightly.\nThe other key consideration is that valuations could remain fairly high because bond yields remain low. Goldman sees stocks in the index trading at an average of 22.1 times the per-share earnings expected for the 2022, slightly higher than the current 21 times. Low bond yields reduce the appeal of investing in fixed-income securities, as well as increasing the current value of future profits.\n“Lower interest rates than expected support a stable forward P/E multiple of 22x,” wrote David Kostin, Goldman Sachs’ chief U.S. equity strategist.\nThe strategists lowered their forecast for the 10-year Treasury yield to 1.6% from 1.9% by year-end. Yields are now at 1.2%, even as inflation expectations have risen and some market participants have seen buying the debt as a good trade.\nInflation is expected to be a bit over 2% for the long term, according to St. Louis Fed data, and bond investors usually demand a return greater than the rate of inflation. But the 10-year Treasury yield has remained far below expected inflation, even after a period during which some investors were piling into the debt, sending the price up and the yield down.\nGoldman’s 2021 target for the S&P 500 implies an earnings yield for stocks that would be 3 percentage points higher than what investors can get from bonds at 1.6%. And that makes stock valuations look reasonable.\nThe current Goldilocks environment—a sturdy economy, but with low bond yields—is keeping stocks in favor.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806038929,"gmtCreate":1627615501861,"gmtModify":1631883857792,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573174299397007","idStr":"3573174299397007"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806038929","repostId":"2155182860","repostType":4,"isVote":1,"tweetType":1,"viewCount":3278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803650738,"gmtCreate":1627437515524,"gmtModify":1631883857803,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573174299397007","idStr":"3573174299397007"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803650738","repostId":"2154894857","repostType":4,"isVote":1,"tweetType":1,"viewCount":1482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175631929,"gmtCreate":1627027936661,"gmtModify":1631883857814,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573174299397007","idStr":"3573174299397007"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175631929","repostId":"1112567098","repostType":4,"isVote":1,"tweetType":1,"viewCount":1839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170352919,"gmtCreate":1626406891331,"gmtModify":1631883857827,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573174299397007","idStr":"3573174299397007"},"themes":[],"htmlText":"Woohoo","listText":"Woohoo","text":"Woohoo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170352919","repostId":"1107139193","repostType":4,"isVote":1,"tweetType":1,"viewCount":2730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144721896,"gmtCreate":1626315341615,"gmtModify":1631883857840,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573174299397007","idStr":"3573174299397007"},"themes":[],"htmlText":"Yay","listText":"Yay","text":"Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144721896","repostId":"1163666322","repostType":4,"isVote":1,"tweetType":1,"viewCount":2553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142180109,"gmtCreate":1626136418001,"gmtModify":1631883857855,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573174299397007","idStr":"3573174299397007"},"themes":[],"htmlText":"Yesss","listText":"Yesss","text":"Yesss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142180109","repostId":"1191603476","repostType":4,"isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143410883,"gmtCreate":1625808223142,"gmtModify":1631889345508,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573174299397007","idStr":"3573174299397007"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/143410883","repostId":"1119741032","repostType":4,"repost":{"id":"1119741032","kind":"news","pubTimestamp":1625803532,"share":"https://www.laohu8.com/m/news/1119741032?lang=zh_CN&edition=full","pubTime":"2021-07-09 12:05","market":"us","language":"en","title":"5 Blue Chip Stocks to Buy With Huge Dividends as Interest Rates Plunge<blockquote>随着利率暴跌,值得买入并获得巨额股息的5只蓝筹股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119741032","media":"24/7 wall street","summary":"Just last month, we were being warned that interest rates were ready to move meaningfully higher as ","content":"<p><a href=\"https://laohu8.com/S/JE\">Just</a> last month, we were being warned that interest rates were ready to move meaningfully higher as inflation and the Federal Reserve were teaming up to end the massive low interest rate paradigm we have been stuck in for years. Then, seemingly out of nowhere, rates have dived lower, with the 10-year Treasury trading at a 1.32% yield, down from near 1.70% at the end of May. The benchmark 30-year Treasury bond is back at the 1.94% level. These are the lowest interest rate levels since last winter.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>上个月,我们被警告说,随着通胀和美联储联手结束我们多年来陷入的大规模低利率模式,利率已准备好大幅走高。然后,利率似乎突然大幅走低,10年期国债收益率从5月底的近1.70%降至1.32%。基准30年期国债回到1.94%的水平。这是自去年冬天以来的最低利率水平。</blockquote></p><p> For income investors, this is another setback in what has become over a ten-year problem. While rates certainly could rise again, <a href=\"https://laohu8.com/S/AONE\">one</a> thing seems certain: the Federal Reserve will not raise rates until it is positive the economy is back at full strength. The only move the Fed looks poised to make in the near term is the beginning of the tapering of the $120 billion per month purchase of Treasury and mortgage debt.</p><p><blockquote>对于收益投资者来说,这是十多年来问题的又一次挫折。虽然利率肯定会再次上升,<a href=\"https://laohu8.com/S/AONE\">一</a>事情似乎是肯定的:在经济恢复全面强劲之前,美联储不会加息。美联储近期唯一准备采取的举措是开始缩减每月1200亿美元的国债和抵押贷款债务购买规模。</blockquote></p><p> We screened the BofA Securities research universe looking for blue chip stocks rated Buy that paid at least a 4% dividend. We found five that are very appealing now to growth and income investors. While all are rated Buy, it is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.</p><p><blockquote>我们筛选了美国银行证券研究领域,寻找支付至少4%股息的买入评级蓝筹股。我们发现了五种现在对成长型和收益型投资者非常有吸引力的股票。虽然所有报告都被评为买入,但重要的是要记住,任何分析师报告都不应用作任何买入或卖出决策的唯一依据。</blockquote></p><p> <a href=\"https://laohu8.com/S/MO\">Altria</a></p><p><blockquote><a href=\"https://laohu8.com/S/MO\">奥驰亚</a></blockquote></p><p> This maker of tobacco products offers value investors a great entry point now and was hit recently as cigarette sales have slowed. Altria Group Inc. (NYSE: MO) is the parent company of <a href=\"https://laohu8.com/S/PM\">Philip Morris</a> USA (cigarettes), UST (smokeless), John Middleton (cigars), Ste. Michelle Wine Estates and Philip Morris Capital. PMUSA enjoys a 51% share of the U.S. cigarette market, led by its top cigarette brand Marlboro.</p><p><blockquote>这家烟草产品制造商现在为价值投资者提供了一个很好的切入点,但最近由于卷烟销售放缓而受到打击。奥驰亚集团公司(纽约证券交易所股票代码:MO)是<a href=\"https://laohu8.com/S/PM\">菲利普·莫里斯</a>美国(香烟),UST(无烟),约翰米德尔顿(雪茄),Ste。米歇尔葡萄酒庄园和菲利普莫里斯资本。PMUSA在美国卷烟市场占据51%的份额,由其顶级卷烟品牌万宝路引领。</blockquote></p><p> Altria also owns over 10% of Anheuser-Busch InBev, the world’s largest brewer. In March 2008, it spun off its international cigarette business to shareholders. In December 2018, the company acquired 35% of Juul Labs, and it has purchased a 45% stake in cannabis company Cronus for $1.8 billion.</p><p><blockquote>奥驰亚还拥有全球最大啤酒制造商百威英博10%以上的股份。2008年3月,它将国际卷烟业务分拆给股东。2018年12月,该公司收购了Juul Labs 35%的股份,并以18亿美元收购了大麻公司Cronus 45%的股份。</blockquote></p><p> BofA Securities is very favorable toward the company’s plans for the future:</p><p><blockquote>美银证券非常看好该公司的未来计划:</blockquote></p><p> Management presented at CAGNY (Consumer Analyst Group of <a href=\"https://laohu8.com/S/NWY\">New York</a>) where it discussed a new corporate focus on ESG, additional details on its IQOS plans and its “Moving beyond smoking” 10-yr plan. Smokeables (cigarettes/cigars) will remain an important part of its strategy, providing funding behind its long-term growth and shareholder returns. Over the last 5-yrs, smokeable and other comprehensive income grew at a 5.5% compounded annual growth rate despite volume declines. Shareholders receive a 7.35% dividend. The analyst has a $58 target price on the shares, while the consensus target is lower at $53.89. Altria stock closed on Wednesday at $46.79 per share.</p><p><blockquote>管理层在CAGNY(消费者分析师小组<a href=\"https://laohu8.com/S/NWY\">纽约</a>)讨论了企业对ESG的新关注、IQOS计划及其“超越吸烟”10年计划的更多细节。Smokeables(香烟/雪茄)仍将是其战略的重要组成部分,为其长期增长和股东回报提供资金。在过去的5年里,尽管数量下降,吸烟和其他综合收入仍以5.5%的复合年增长率增长。股东获得7.35%的股息。分析师对该股的目标价为58美元,而共识目标价较低,为53.89美元。奥驰亚股价周三收于每股46.79美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/CVX\">Chevron</a></p><p><blockquote><a href=\"https://laohu8.com/S/CVX\">雪佛龙</a></blockquote></p><p> This energy giant is a solid way for investors who are more conservative to be positioned in the sector. Chevron Corp. (NYSE: CVX) is a U.S.-based integrated oil and gas company, with worldwide operations in exploration and production, refining and marketing, transportation and petrochemicals. The company sports a sizable dividend and has a solid place in the sector when it comes to natural gas and liquefied natural gas.</p><p><blockquote>对于较为保守的投资者来说,这家能源巨头是在该行业定位的可靠途径。雪佛龙公司(纽约证券交易所股票代码:CVX)是一家总部位于美国的综合性石油和天然气公司,在勘探和生产、炼油和营销、运输和石化领域开展全球业务。该公司拥有可观的股息,并在天然气和液化天然气领域拥有稳固的地位。</blockquote></p><p> With the strongest financial base of the majors, coupled with an attractive relative asset base, many on Wall Street feel that Chevron offers the most straightforwardly positive risk/reward. Although current conditions do not warrant a large focus on production growth, Chevron possesses numerous medium-term drivers (<a href=\"https://laohu8.com/S/NBL\">Noble</a> integration, Permian, TCO/WPMP expansion, Gulf of Mexico exploration, Vaca Muerta, and so on) that should support production levels in the coming years.</p><p><blockquote>凭借各大巨头中最强大的财务基础,加上有吸引力的相对资产基础,华尔街的许多人认为雪佛龙提供了最直接的正风险/回报。尽管目前的情况不值得大力关注产量增长,但雪佛龙拥有众多中期驱动因素(<a href=\"https://laohu8.com/S/NBL\">高尚的</a>一体化、二叠纪、TCO/WPMP扩张、墨西哥湾勘探、Vaca Muerta等)应该会支持未来几年的生产水平。</blockquote></p><p> <a href=\"https://laohu8.com/S/IBM\">IBM</a></p><p><blockquote><a href=\"https://laohu8.com/S/IBM\">IBM</a></blockquote></p><p> This old-school tech giant still offers investors a very solid entry point. International Business Machines Corp. (NYSE: IBM) is a leading provider of enterprise solutions, offering a broad portfolio of information technology (IT) hardware, business and IT services, and a full suite of software solutions.</p><p><blockquote>这家老派科技巨头仍然为投资者提供了一个非常坚实的切入点。国际商业机器公司(纽约证券交易所代码:IBM)是一家领先的企业解决方案提供商,提供广泛的信息技术(IT)硬件、商业和IT服务以及全套软件解决方案。</blockquote></p><p> The company integrates its hardware products with its software and services offerings in order to provide high-value solutions. Analysts have cited the company’s potential in the public cloud as a reason for their positive outlook going forward.</p><p><blockquote>该公司将其硬件产品与其软件和服务产品相集成,以提供高价值的解决方案。分析师将该公司在公共云领域的潜力作为他们对未来前景持积极态度的原因。</blockquote></p><p> CEO Ginni Rommety, who had been in the position since 2012, stepped down in January, and the stock market greeted the news in a very positive manner. Arvind Krishna, who has led the company’s cloud computing business, became the new chief executive. Rometty will remain as executive board chair until the end of the year.</p><p><blockquote>自2012年以来一直担任该职位的首席执行官吉尼·罗梅蒂(Ginni Rommety)于1月份辞职,股市以非常积极的方式迎接这一消息。领导该公司云计算业务的Arvind Krishna成为新任首席执行官。罗睿兰将继续担任执行董事会主席直至今年年底。</blockquote></p><p></p><p> Holders of IBM stock receive a 4.69% dividend. The $175 BofA Securities price target is well above the $144.14 consensus figure. The shares closed at $139.82 on Wednesday.</p><p><blockquote>IBM股票持有人获得4.69%的股息。美国银行证券175美元的目标价远高于144.14美元的共识价。该股周三收于139.82美元。</blockquote></p><p> Shareholders receive a 5.21% dividend, which analysts feel comfortable will remain at current levels. The BofA Securities price target is $125, which compares to a $122.48 consensus target and the last Chevron stock trade on Wednesday at $102.93 a share.</p><p><blockquote>股东获得5.21%的股息,分析师认为股息将保持在当前水平。美国银行证券的目标价为125美元,而共识目标价为122.48美元,周三雪佛龙股票最后一次交易价格为每股102.93美元。</blockquote></p><p> LyondellBasell</p><p><blockquote>利安德巴塞尔</blockquote></p><p> This top chemical company with a sterling balance sheet is another solid play for conservative investors. LyondellBasell Industries N.V. (NYSE: LYB) manufactures chemicals and polymers, refines crude oil, produces gasoline blending components and develops and licenses technologies for production of polymers.</p><p><blockquote>这家拥有良好资产负债表的顶级化工公司是保守投资者的另一个可靠选择。利安德巴塞尔工业公司(纽约证券交易所股票代码:LYB)生产化学品和聚合物、精炼原油、生产汽油混合成分以及开发和许可聚合物生产技术。</blockquote></p><p> Over half of earnings are generated in the company’s Olefins and Polyolefins Americas segment, where costs are linked to the price of cheap natural gas in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States, while selling prices are correlated with the price of oil. The company has pursued a strategy of low-cost, high return on invested capital debottlenecks coupled with cash returns to shareholders.</p><p><blockquote>超过一半的收入来自该公司的烯烃和聚烯烃美洲部门,该部门的成本与该地区廉价天然气的价格相关。<a href=\"https://laohu8.com/S/UBNK\">团结的</a>国家,而销售价格与石油价格相关。该公司奉行低成本、高投资资本回报率的战略,消除瓶颈,并向股东提供现金回报。</blockquote></p><p> Note that debottlenecking is the process of identifying specific areas or equipment in oil and gas facilities that limit the flow of product (known as bottlenecks) and optimizing them so that overall capacity in the plant can be increased.</p><p><blockquote>请注意,去瓶颈是识别石油和天然气设施中限制产品流动的特定区域或设备(称为瓶颈)并对其进行优化的过程,以便提高工厂的整体产能。</blockquote></p><p> The company offers a 4.50% dividend. BofA Securities has set a $117 price target. The consensus target is $118.41, and LyondellBasell stock ended Wednesday at $100.40 a share.</p><p><blockquote>该公司提供4.50%的股息。美银证券将目标价定为117美元。共识目标为118.41美元,利安德巴塞尔股票周三收于每股100.40美元。</blockquote></p><p></p>","source":"lsy1620372341666","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Blue Chip Stocks to Buy With Huge Dividends as Interest Rates Plunge<blockquote>随着利率暴跌,值得买入并获得巨额股息的5只蓝筹股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Blue Chip Stocks to Buy With Huge Dividends as Interest Rates Plunge<blockquote>随着利率暴跌,值得买入并获得巨额股息的5只蓝筹股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">24/7 wall street</strong><span class=\"h-time small\">2021-07-09 12:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> last month, we were being warned that interest rates were ready to move meaningfully higher as inflation and the Federal Reserve were teaming up to end the massive low interest rate paradigm we have been stuck in for years. Then, seemingly out of nowhere, rates have dived lower, with the 10-year Treasury trading at a 1.32% yield, down from near 1.70% at the end of May. The benchmark 30-year Treasury bond is back at the 1.94% level. These are the lowest interest rate levels since last winter.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>上个月,我们被警告说,随着通胀和美联储联手结束我们多年来陷入的大规模低利率模式,利率已准备好大幅走高。然后,利率似乎突然大幅走低,10年期国债收益率从5月底的近1.70%降至1.32%。基准30年期国债回到1.94%的水平。这是自去年冬天以来的最低利率水平。</blockquote></p><p> For income investors, this is another setback in what has become over a ten-year problem. While rates certainly could rise again, <a href=\"https://laohu8.com/S/AONE\">one</a> thing seems certain: the Federal Reserve will not raise rates until it is positive the economy is back at full strength. The only move the Fed looks poised to make in the near term is the beginning of the tapering of the $120 billion per month purchase of Treasury and mortgage debt.</p><p><blockquote>对于收益投资者来说,这是十多年来问题的又一次挫折。虽然利率肯定会再次上升,<a href=\"https://laohu8.com/S/AONE\">一</a>事情似乎是肯定的:在经济恢复全面强劲之前,美联储不会加息。美联储近期唯一准备采取的举措是开始缩减每月1200亿美元的国债和抵押贷款债务购买规模。</blockquote></p><p> We screened the BofA Securities research universe looking for blue chip stocks rated Buy that paid at least a 4% dividend. We found five that are very appealing now to growth and income investors. While all are rated Buy, it is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.</p><p><blockquote>我们筛选了美国银行证券研究领域,寻找支付至少4%股息的买入评级蓝筹股。我们发现了五种现在对成长型和收益型投资者非常有吸引力的股票。虽然所有报告都被评为买入,但重要的是要记住,任何分析师报告都不应用作任何买入或卖出决策的唯一依据。</blockquote></p><p> <a href=\"https://laohu8.com/S/MO\">Altria</a></p><p><blockquote><a href=\"https://laohu8.com/S/MO\">奥驰亚</a></blockquote></p><p> This maker of tobacco products offers value investors a great entry point now and was hit recently as cigarette sales have slowed. Altria Group Inc. (NYSE: MO) is the parent company of <a href=\"https://laohu8.com/S/PM\">Philip Morris</a> USA (cigarettes), UST (smokeless), John Middleton (cigars), Ste. Michelle Wine Estates and Philip Morris Capital. PMUSA enjoys a 51% share of the U.S. cigarette market, led by its top cigarette brand Marlboro.</p><p><blockquote>这家烟草产品制造商现在为价值投资者提供了一个很好的切入点,但最近由于卷烟销售放缓而受到打击。奥驰亚集团公司(纽约证券交易所股票代码:MO)是<a href=\"https://laohu8.com/S/PM\">菲利普·莫里斯</a>美国(香烟),UST(无烟),约翰米德尔顿(雪茄),Ste。米歇尔葡萄酒庄园和菲利普莫里斯资本。PMUSA在美国卷烟市场占据51%的份额,由其顶级卷烟品牌万宝路引领。</blockquote></p><p> Altria also owns over 10% of Anheuser-Busch InBev, the world’s largest brewer. In March 2008, it spun off its international cigarette business to shareholders. In December 2018, the company acquired 35% of Juul Labs, and it has purchased a 45% stake in cannabis company Cronus for $1.8 billion.</p><p><blockquote>奥驰亚还拥有全球最大啤酒制造商百威英博10%以上的股份。2008年3月,它将国际卷烟业务分拆给股东。2018年12月,该公司收购了Juul Labs 35%的股份,并以18亿美元收购了大麻公司Cronus 45%的股份。</blockquote></p><p> BofA Securities is very favorable toward the company’s plans for the future:</p><p><blockquote>美银证券非常看好该公司的未来计划:</blockquote></p><p> Management presented at CAGNY (Consumer Analyst Group of <a href=\"https://laohu8.com/S/NWY\">New York</a>) where it discussed a new corporate focus on ESG, additional details on its IQOS plans and its “Moving beyond smoking” 10-yr plan. Smokeables (cigarettes/cigars) will remain an important part of its strategy, providing funding behind its long-term growth and shareholder returns. Over the last 5-yrs, smokeable and other comprehensive income grew at a 5.5% compounded annual growth rate despite volume declines. Shareholders receive a 7.35% dividend. The analyst has a $58 target price on the shares, while the consensus target is lower at $53.89. Altria stock closed on Wednesday at $46.79 per share.</p><p><blockquote>管理层在CAGNY(消费者分析师小组<a href=\"https://laohu8.com/S/NWY\">纽约</a>)讨论了企业对ESG的新关注、IQOS计划及其“超越吸烟”10年计划的更多细节。Smokeables(香烟/雪茄)仍将是其战略的重要组成部分,为其长期增长和股东回报提供资金。在过去的5年里,尽管数量下降,吸烟和其他综合收入仍以5.5%的复合年增长率增长。股东获得7.35%的股息。分析师对该股的目标价为58美元,而共识目标价较低,为53.89美元。奥驰亚股价周三收于每股46.79美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/CVX\">Chevron</a></p><p><blockquote><a href=\"https://laohu8.com/S/CVX\">雪佛龙</a></blockquote></p><p> This energy giant is a solid way for investors who are more conservative to be positioned in the sector. Chevron Corp. (NYSE: CVX) is a U.S.-based integrated oil and gas company, with worldwide operations in exploration and production, refining and marketing, transportation and petrochemicals. The company sports a sizable dividend and has a solid place in the sector when it comes to natural gas and liquefied natural gas.</p><p><blockquote>对于较为保守的投资者来说,这家能源巨头是在该行业定位的可靠途径。雪佛龙公司(纽约证券交易所股票代码:CVX)是一家总部位于美国的综合性石油和天然气公司,在勘探和生产、炼油和营销、运输和石化领域开展全球业务。该公司拥有可观的股息,并在天然气和液化天然气领域拥有稳固的地位。</blockquote></p><p> With the strongest financial base of the majors, coupled with an attractive relative asset base, many on Wall Street feel that Chevron offers the most straightforwardly positive risk/reward. Although current conditions do not warrant a large focus on production growth, Chevron possesses numerous medium-term drivers (<a href=\"https://laohu8.com/S/NBL\">Noble</a> integration, Permian, TCO/WPMP expansion, Gulf of Mexico exploration, Vaca Muerta, and so on) that should support production levels in the coming years.</p><p><blockquote>凭借各大巨头中最强大的财务基础,加上有吸引力的相对资产基础,华尔街的许多人认为雪佛龙提供了最直接的正风险/回报。尽管目前的情况不值得大力关注产量增长,但雪佛龙拥有众多中期驱动因素(<a href=\"https://laohu8.com/S/NBL\">高尚的</a>一体化、二叠纪、TCO/WPMP扩张、墨西哥湾勘探、Vaca Muerta等)应该会支持未来几年的生产水平。</blockquote></p><p> <a href=\"https://laohu8.com/S/IBM\">IBM</a></p><p><blockquote><a href=\"https://laohu8.com/S/IBM\">IBM</a></blockquote></p><p> This old-school tech giant still offers investors a very solid entry point. International Business Machines Corp. (NYSE: IBM) is a leading provider of enterprise solutions, offering a broad portfolio of information technology (IT) hardware, business and IT services, and a full suite of software solutions.</p><p><blockquote>这家老派科技巨头仍然为投资者提供了一个非常坚实的切入点。国际商业机器公司(纽约证券交易所代码:IBM)是一家领先的企业解决方案提供商,提供广泛的信息技术(IT)硬件、商业和IT服务以及全套软件解决方案。</blockquote></p><p> The company integrates its hardware products with its software and services offerings in order to provide high-value solutions. Analysts have cited the company’s potential in the public cloud as a reason for their positive outlook going forward.</p><p><blockquote>该公司将其硬件产品与其软件和服务产品相集成,以提供高价值的解决方案。分析师将该公司在公共云领域的潜力作为他们对未来前景持积极态度的原因。</blockquote></p><p> CEO Ginni Rommety, who had been in the position since 2012, stepped down in January, and the stock market greeted the news in a very positive manner. Arvind Krishna, who has led the company’s cloud computing business, became the new chief executive. Rometty will remain as executive board chair until the end of the year.</p><p><blockquote>自2012年以来一直担任该职位的首席执行官吉尼·罗梅蒂(Ginni Rommety)于1月份辞职,股市以非常积极的方式迎接这一消息。领导该公司云计算业务的Arvind Krishna成为新任首席执行官。罗睿兰将继续担任执行董事会主席直至今年年底。</blockquote></p><p></p><p> Holders of IBM stock receive a 4.69% dividend. The $175 BofA Securities price target is well above the $144.14 consensus figure. The shares closed at $139.82 on Wednesday.</p><p><blockquote>IBM股票持有人获得4.69%的股息。美国银行证券175美元的目标价远高于144.14美元的共识价。该股周三收于139.82美元。</blockquote></p><p> Shareholders receive a 5.21% dividend, which analysts feel comfortable will remain at current levels. The BofA Securities price target is $125, which compares to a $122.48 consensus target and the last Chevron stock trade on Wednesday at $102.93 a share.</p><p><blockquote>股东获得5.21%的股息,分析师认为股息将保持在当前水平。美国银行证券的目标价为125美元,而共识目标价为122.48美元,周三雪佛龙股票最后一次交易价格为每股102.93美元。</blockquote></p><p> LyondellBasell</p><p><blockquote>利安德巴塞尔</blockquote></p><p> This top chemical company with a sterling balance sheet is another solid play for conservative investors. LyondellBasell Industries N.V. (NYSE: LYB) manufactures chemicals and polymers, refines crude oil, produces gasoline blending components and develops and licenses technologies for production of polymers.</p><p><blockquote>这家拥有良好资产负债表的顶级化工公司是保守投资者的另一个可靠选择。利安德巴塞尔工业公司(纽约证券交易所股票代码:LYB)生产化学品和聚合物、精炼原油、生产汽油混合成分以及开发和许可聚合物生产技术。</blockquote></p><p> Over half of earnings are generated in the company’s Olefins and Polyolefins Americas segment, where costs are linked to the price of cheap natural gas in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States, while selling prices are correlated with the price of oil. The company has pursued a strategy of low-cost, high return on invested capital debottlenecks coupled with cash returns to shareholders.</p><p><blockquote>超过一半的收入来自该公司的烯烃和聚烯烃美洲部门,该部门的成本与该地区廉价天然气的价格相关。<a href=\"https://laohu8.com/S/UBNK\">团结的</a>国家,而销售价格与石油价格相关。该公司奉行低成本、高投资资本回报率的战略,消除瓶颈,并向股东提供现金回报。</blockquote></p><p> Note that debottlenecking is the process of identifying specific areas or equipment in oil and gas facilities that limit the flow of product (known as bottlenecks) and optimizing them so that overall capacity in the plant can be increased.</p><p><blockquote>请注意,去瓶颈是识别石油和天然气设施中限制产品流动的特定区域或设备(称为瓶颈)并对其进行优化的过程,以便提高工厂的整体产能。</blockquote></p><p> The company offers a 4.50% dividend. BofA Securities has set a $117 price target. The consensus target is $118.41, and LyondellBasell stock ended Wednesday at $100.40 a share.</p><p><blockquote>该公司提供4.50%的股息。美银证券将目标价定为117美元。共识目标为118.41美元,利安德巴塞尔股票周三收于每股100.40美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://247wallst.com/investing/2021/07/08/5-blue-chip-stocks-to-buy-with-huge-dividends-as-interest-rates-plunge/\">24/7 wall street</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://247wallst.com/investing/2021/07/08/5-blue-chip-stocks-to-buy-with-huge-dividends-as-interest-rates-plunge/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119741032","content_text":"Just last month, we were being warned that interest rates were ready to move meaningfully higher as inflation and the Federal Reserve were teaming up to end the massive low interest rate paradigm we have been stuck in for years. Then, seemingly out of nowhere, rates have dived lower, with the 10-year Treasury trading at a 1.32% yield, down from near 1.70% at the end of May. The benchmark 30-year Treasury bond is back at the 1.94% level. These are the lowest interest rate levels since last winter.\nFor income investors, this is another setback in what has become over a ten-year problem. While rates certainly could rise again, one thing seems certain: the Federal Reserve will not raise rates until it is positive the economy is back at full strength. The only move the Fed looks poised to make in the near term is the beginning of the tapering of the $120 billion per month purchase of Treasury and mortgage debt.\nWe screened the BofA Securities research universe looking for blue chip stocks rated Buy that paid at least a 4% dividend. We found five that are very appealing now to growth and income investors. While all are rated Buy, it is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.\nAltria\nThis maker of tobacco products offers value investors a great entry point now and was hit recently as cigarette sales have slowed. Altria Group Inc. (NYSE: MO) is the parent company of Philip Morris USA (cigarettes), UST (smokeless), John Middleton (cigars), Ste. Michelle Wine Estates and Philip Morris Capital. PMUSA enjoys a 51% share of the U.S. cigarette market, led by its top cigarette brand Marlboro.\nAltria also owns over 10% of Anheuser-Busch InBev, the world’s largest brewer. In March 2008, it spun off its international cigarette business to shareholders. In December 2018, the company acquired 35% of Juul Labs, and it has purchased a 45% stake in cannabis company Cronus for $1.8 billion.\nBofA Securities is very favorable toward the company’s plans for the future:\n\n Management presented at CAGNY (Consumer Analyst Group of New York) where it discussed a new corporate focus on ESG, additional details on its IQOS plans and its “Moving beyond smoking” 10-yr plan. Smokeables (cigarettes/cigars) will remain an important part of its strategy, providing funding behind its long-term growth and shareholder returns. Over the last 5-yrs, smokeable and other comprehensive income grew at a 5.5% compounded annual growth rate despite volume declines.\n\nShareholders receive a 7.35% dividend. The analyst has a $58 target price on the shares, while the consensus target is lower at $53.89. Altria stock closed on Wednesday at $46.79 per share.\nChevron\nThis energy giant is a solid way for investors who are more conservative to be positioned in the sector. Chevron Corp. (NYSE: CVX) is a U.S.-based integrated oil and gas company, with worldwide operations in exploration and production, refining and marketing, transportation and petrochemicals. The company sports a sizable dividend and has a solid place in the sector when it comes to natural gas and liquefied natural gas.\nWith the strongest financial base of the majors, coupled with an attractive relative asset base, many on Wall Street feel that Chevron offers the most straightforwardly positive risk/reward. Although current conditions do not warrant a large focus on production growth, Chevron possesses numerous medium-term drivers (Noble integration, Permian, TCO/WPMP expansion, Gulf of Mexico exploration, Vaca Muerta, and so on) that should support production levels in the coming years.\nIBM\nThis old-school tech giant still offers investors a very solid entry point. International Business Machines Corp. (NYSE: IBM) is a leading provider of enterprise solutions, offering a broad portfolio of information technology (IT) hardware, business and IT services, and a full suite of software solutions.\nThe company integrates its hardware products with its software and services offerings in order to provide high-value solutions. Analysts have cited the company’s potential in the public cloud as a reason for their positive outlook going forward.\nCEO Ginni Rommety, who had been in the position since 2012, stepped down in January, and the stock market greeted the news in a very positive manner. Arvind Krishna, who has led the company’s cloud computing business, became the new chief executive. Rometty will remain as executive board chair until the end of the year.\nHolders of IBM stock receive a 4.69% dividend. The $175 BofA Securities price target is well above the $144.14 consensus figure. The shares closed at $139.82 on Wednesday.\nShareholders receive a 5.21% dividend, which analysts feel comfortable will remain at current levels. The BofA Securities price target is $125, which compares to a $122.48 consensus target and the last Chevron stock trade on Wednesday at $102.93 a share.\nLyondellBasell\nThis top chemical company with a sterling balance sheet is another solid play for conservative investors. LyondellBasell Industries N.V. (NYSE: LYB) manufactures chemicals and polymers, refines crude oil, produces gasoline blending components and develops and licenses technologies for production of polymers.\nOver half of earnings are generated in the company’s Olefins and Polyolefins Americas segment, where costs are linked to the price of cheap natural gas in the United States, while selling prices are correlated with the price of oil. The company has pursued a strategy of low-cost, high return on invested capital debottlenecks coupled with cash returns to shareholders.\nNote that debottlenecking is the process of identifying specific areas or equipment in oil and gas facilities that limit the flow of product (known as bottlenecks) and optimizing them so that overall capacity in the plant can be increased.\nThe company offers a 4.50% dividend. BofA Securities has set a $117 price target. The consensus target is $118.41, and LyondellBasell stock ended Wednesday at $100.40 a share.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149667104,"gmtCreate":1625723544708,"gmtModify":1631889345522,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573174299397007","idStr":"3573174299397007"},"themes":[],"htmlText":"Comment ","listText":"Comment ","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/149667104","repostId":"1112751985","repostType":4,"repost":{"id":"1112751985","kind":"news","pubTimestamp":1625711773,"share":"https://www.laohu8.com/m/news/1112751985?lang=zh_CN&edition=full","pubTime":"2021-07-08 10:36","market":"us","language":"en","title":"Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought<blockquote>凯西·伍德(Cathie Wood)逢低买入:她刚刚买入的3只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112751985","media":"Nasdaq","summary":"Last year's market guru is rolling again. ARK Invest's Cathie Wood is seeing her exchange-traded fun","content":"<p>Last year's market guru is rolling again. ARK Invest's Cathie Wood is seeing her exchange-traded funds (ETFs)bounce back in recent weeks, regaining the momentum that made her high-growth investing style the envy of fund managers in 2020.</p><p><blockquote>去年的市场大师又来了。ARK Invest的Cathie Wood最近几周看到她的交易所交易基金(ETF)反弹,重新获得了使她的高增长投资风格在2020年成为基金经理羡慕的势头。</blockquote></p><p> She's been shopping for bargains these days, and with her strong track record she may have found some this week. On Tuesday she increased her positions in<b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></b>(NYSE: DIS),<b>DocuSign</b>(NASDAQ: DOCU), and<b><a href=\"https://laohu8.com/S/PATH\">UiPath</a></b>(NYSE: PATH). Let's take a closer look at her shopping list.<img src=\"https://static.tigerbbs.com/e6d9ca3c185b1bc045d69bb06287cc7e\" tg-width=\"700\" tg-height=\"394\" referrerpolicy=\"no-referrer\">Image source: <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a>.</p><p><blockquote>这些天她一直在买便宜货,凭借她良好的记录,本周她可能已经找到了一些。周二她加仓了<b><a href=\"https://laohu8.com/S/DIS\">迪斯尼</a></b>(纽约证券交易所代码:DIS),<b>DocuSign</b>(纳斯达克:DOCU),以及<b><a href=\"https://laohu8.com/S/PATH\">UiPath</a></b>(纽约证券交易所代码:PATH)。让我们仔细看看她的购物清单。图片来源:<a href=\"https://laohu8.com/S/DIS\">迪斯尼</a>.</blockquote></p><p> <b>Walt Disney</b></p><p><blockquote><b>迪斯尼</b></blockquote></p><p> Disney isn't a name investors typically associate with Wood's aggressive growth style of investing, but there's no denying that the House of Mouse can be disruptive. It's a major player in streaming with the success of Disney+ and Hulu. Its 10-figure acquisitions of Pixar, Marvel, and Lucasfilm give it an unmatched catalog of intellectual property. Disney's theme parks are the most visited gated attractions in the world.</p><p><blockquote>投资者通常不会将迪士尼与伍德激进的增长投资风格联系在一起,但不可否认的是,《老鼠之家》可能具有颠覆性。随着Disney+和Hulu的成功,它成为流媒体领域的主要参与者。它对皮克斯、漫威和卢卡斯影业的10位数收购使其拥有无与伦比的知识产权目录。迪士尼的主题公园是世界上游客最多的门控景点。</blockquote></p><p> Disney hit an all-time high just above $203 four months ago, fueled by the success of Disney+ and the market anticipating a reopening of the economy. It has given back some of those gains, and now tradesnearly 15% awayfrom revisiting that high-water mark.</p><p><blockquote>四个月前,在Disney+的成功和市场对经济重新开放的预期的推动下,迪士尼创下了略高于203美元的历史新高。它已经回吐了部分涨幅,目前距离重新回到高水位还有近15%的距离。</blockquote></p><p> It's hard to bet against Disney. Disney+ has been around for less than two years, and it has already topped 100 million subscribers. Disney films routinely top box office reports, and now that folks are returning to the multiplex, theme park, and eventually cruise ship, Disney is everywhere families will be in the near future.</p><p><blockquote>很难押注迪士尼。Disney+推出不到两年,订阅用户已经突破1亿。迪士尼电影经常在票房报告中名列前茅,现在人们正在回到多厅影院、主题公园,并最终回到游轮上,迪士尼在不久的将来无处不在。</blockquote></p><p> <b>DocuSign</b></p><p><blockquote><b>DocuSign</b></blockquote></p><p> The pandemic made in-office signing of contracts, leases, and other important documents a thing of the past, and there's no going back to wet signatures now. DocuSign has emerged as a niche leader in this booming field, and unlike many companies that thrived through the COVID-19 crisis it's easy to see DocuSign continuing to grow in the next phase of humanity's recovery.</p><p><blockquote>疫情让在办公室签署合同、租约和其他重要文件成为过去,现在再也回不到湿签名了。DocuSign已经成为这个蓬勃发展的领域的利基领导者,与许多在新冠肺炎危机中蓬勃发展的公司不同,很容易看到DocuSign在人类复苏的下一阶段继续增长。</blockquote></p><p> DocuSign has evolved into a full digital documents management specialist, and the growth has been stellar. Revenue rose 39% and then 49% in its last two fiscal years, and the 58% increase it posted in its latest report is its headiest growth as a public company.</p><p><blockquote>DocuSign已经发展成为一个完整的数字文档管理专家,并且增长非常快。过去两个财年的收入增长了39%,然后增长了49%,其在最新报告中公布的58%的增长是其作为上市公司最令人兴奋的增长。</blockquote></p><p> This isn't just a top-line growth story. DocuSign is now profitable, and it has beaten Wall Street's profit target by at least 57% in each of the past quarters. The stock peaked in the fall of last year, butit's been rallyingto the point that it's just a good trading day away or two from setting a new high.</p><p><blockquote>这不仅仅是一个营收增长的故事。DocuSign现已实现盈利,过去每个季度都比华尔街的利润目标至少高出57%。该股在去年秋天达到顶峰,但一直在上涨,距离创下新高只有一两个交易日的时间。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/PATH\">UiPath</a></b></p><p><blockquote><b><a href=\"https://laohu8.com/S/PATH\">UiPath</a></b></blockquote></p><p> Finally we have to talk about UiPath. Wood added to her UiPath position in three of ARK Invest's ETFs. UiPath isn't a household name, but it's a name that growth investors are warming up to as a leading provider of enterprise software for robotics and automation.</p><p><blockquote>最后我们要谈谈UiPath。Wood增加了她在ARK Invest三只ETF中的UiPath头寸。UiPath并不是一个家喻户晓的名字,但作为机器人和自动化企业软件的领先提供商,成长型投资者正在热衷这个名字。</blockquote></p><p> UiPath has been public forless than three months, but it's been a wild ride. UiPath went public at $56, peaking at $90 in May before falling back to the high $60s. UiPath is living up to the initial hype with its growth. UiPath's top line rose 65% in its latest quarter, and that follows an 81% top-line pop in fiscal 2021. UiPath is the only name on this list that isn't profitable these days, but the ceiling remains high for the company.</p><p><blockquote>UiPath上市还不到三个月,但这是一段疯狂的旅程。UiPath的上市价格为56美元,5月份达到90美元的峰值,随后回落至60美元的高位。UiPath的增长不负众望。UiPath最近一个季度的营收增长了65%,而2021财年的营收增长了81%。UiPath是这份名单上唯一一个目前没有盈利的公司,但该公司的上限仍然很高。</blockquote></p><p> Wood knows what she's doing. It's good to always keep an eye on what she's buying.</p><p><blockquote>伍德知道她在做什么。时刻关注她买的东西是有好处的。</blockquote></p><p></p>","source":"lsy1603171495471","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 Goes Bargain Hunting: 3 Stocks She Just Bought<blockquote>凯西·伍德(Cathie Wood)逢低买入:她刚刚买入的3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\">\nCathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought<blockquote>凯西·伍德(Cathie Wood)逢低买入:她刚刚买入的3只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-07-08 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Last year's market guru is rolling again. ARK Invest's Cathie Wood is seeing her exchange-traded funds (ETFs)bounce back in recent weeks, regaining the momentum that made her high-growth investing style the envy of fund managers in 2020.</p><p><blockquote>去年的市场大师又来了。ARK Invest的Cathie Wood最近几周看到她的交易所交易基金(ETF)反弹,重新获得了使她的高增长投资风格在2020年成为基金经理羡慕的势头。</blockquote></p><p> She's been shopping for bargains these days, and with her strong track record she may have found some this week. On Tuesday she increased her positions in<b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></b>(NYSE: DIS),<b>DocuSign</b>(NASDAQ: DOCU), and<b><a href=\"https://laohu8.com/S/PATH\">UiPath</a></b>(NYSE: PATH). Let's take a closer look at her shopping list.<img src=\"https://static.tigerbbs.com/e6d9ca3c185b1bc045d69bb06287cc7e\" tg-width=\"700\" tg-height=\"394\" referrerpolicy=\"no-referrer\">Image source: <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a>.</p><p><blockquote>这些天她一直在买便宜货,凭借她良好的记录,本周她可能已经找到了一些。周二她加仓了<b><a href=\"https://laohu8.com/S/DIS\">迪斯尼</a></b>(纽约证券交易所代码:DIS),<b>DocuSign</b>(纳斯达克:DOCU),以及<b><a href=\"https://laohu8.com/S/PATH\">UiPath</a></b>(纽约证券交易所代码:PATH)。让我们仔细看看她的购物清单。图片来源:<a href=\"https://laohu8.com/S/DIS\">迪斯尼</a>.</blockquote></p><p> <b>Walt Disney</b></p><p><blockquote><b>迪斯尼</b></blockquote></p><p> Disney isn't a name investors typically associate with Wood's aggressive growth style of investing, but there's no denying that the House of Mouse can be disruptive. It's a major player in streaming with the success of Disney+ and Hulu. Its 10-figure acquisitions of Pixar, Marvel, and Lucasfilm give it an unmatched catalog of intellectual property. Disney's theme parks are the most visited gated attractions in the world.</p><p><blockquote>投资者通常不会将迪士尼与伍德激进的增长投资风格联系在一起,但不可否认的是,《老鼠之家》可能具有颠覆性。随着Disney+和Hulu的成功,它成为流媒体领域的主要参与者。它对皮克斯、漫威和卢卡斯影业的10位数收购使其拥有无与伦比的知识产权目录。迪士尼的主题公园是世界上游客最多的门控景点。</blockquote></p><p> Disney hit an all-time high just above $203 four months ago, fueled by the success of Disney+ and the market anticipating a reopening of the economy. It has given back some of those gains, and now tradesnearly 15% awayfrom revisiting that high-water mark.</p><p><blockquote>四个月前,在Disney+的成功和市场对经济重新开放的预期的推动下,迪士尼创下了略高于203美元的历史新高。它已经回吐了部分涨幅,目前距离重新回到高水位还有近15%的距离。</blockquote></p><p> It's hard to bet against Disney. Disney+ has been around for less than two years, and it has already topped 100 million subscribers. Disney films routinely top box office reports, and now that folks are returning to the multiplex, theme park, and eventually cruise ship, Disney is everywhere families will be in the near future.</p><p><blockquote>很难押注迪士尼。Disney+推出不到两年,订阅用户已经突破1亿。迪士尼电影经常在票房报告中名列前茅,现在人们正在回到多厅影院、主题公园,并最终回到游轮上,迪士尼在不久的将来无处不在。</blockquote></p><p> <b>DocuSign</b></p><p><blockquote><b>DocuSign</b></blockquote></p><p> The pandemic made in-office signing of contracts, leases, and other important documents a thing of the past, and there's no going back to wet signatures now. DocuSign has emerged as a niche leader in this booming field, and unlike many companies that thrived through the COVID-19 crisis it's easy to see DocuSign continuing to grow in the next phase of humanity's recovery.</p><p><blockquote>疫情让在办公室签署合同、租约和其他重要文件成为过去,现在再也回不到湿签名了。DocuSign已经成为这个蓬勃发展的领域的利基领导者,与许多在新冠肺炎危机中蓬勃发展的公司不同,很容易看到DocuSign在人类复苏的下一阶段继续增长。</blockquote></p><p> DocuSign has evolved into a full digital documents management specialist, and the growth has been stellar. Revenue rose 39% and then 49% in its last two fiscal years, and the 58% increase it posted in its latest report is its headiest growth as a public company.</p><p><blockquote>DocuSign已经发展成为一个完整的数字文档管理专家,并且增长非常快。过去两个财年的收入增长了39%,然后增长了49%,其在最新报告中公布的58%的增长是其作为上市公司最令人兴奋的增长。</blockquote></p><p> This isn't just a top-line growth story. DocuSign is now profitable, and it has beaten Wall Street's profit target by at least 57% in each of the past quarters. The stock peaked in the fall of last year, butit's been rallyingto the point that it's just a good trading day away or two from setting a new high.</p><p><blockquote>这不仅仅是一个营收增长的故事。DocuSign现已实现盈利,过去每个季度都比华尔街的利润目标至少高出57%。该股在去年秋天达到顶峰,但一直在上涨,距离创下新高只有一两个交易日的时间。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/PATH\">UiPath</a></b></p><p><blockquote><b><a href=\"https://laohu8.com/S/PATH\">UiPath</a></b></blockquote></p><p> Finally we have to talk about UiPath. Wood added to her UiPath position in three of ARK Invest's ETFs. UiPath isn't a household name, but it's a name that growth investors are warming up to as a leading provider of enterprise software for robotics and automation.</p><p><blockquote>最后我们要谈谈UiPath。Wood增加了她在ARK Invest三只ETF中的UiPath头寸。UiPath并不是一个家喻户晓的名字,但作为机器人和自动化企业软件的领先提供商,成长型投资者正在热衷这个名字。</blockquote></p><p> UiPath has been public forless than three months, but it's been a wild ride. UiPath went public at $56, peaking at $90 in May before falling back to the high $60s. UiPath is living up to the initial hype with its growth. UiPath's top line rose 65% in its latest quarter, and that follows an 81% top-line pop in fiscal 2021. UiPath is the only name on this list that isn't profitable these days, but the ceiling remains high for the company.</p><p><blockquote>UiPath上市还不到三个月,但这是一段疯狂的旅程。UiPath的上市价格为56美元,5月份达到90美元的峰值,随后回落至60美元的高位。UiPath的增长不负众望。UiPath最近一个季度的营收增长了65%,而2021财年的营收增长了81%。UiPath是这份名单上唯一一个目前没有盈利的公司,但该公司的上限仍然很高。</blockquote></p><p> Wood knows what she's doing. It's good to always keep an eye on what she's buying.</p><p><blockquote>伍德知道她在做什么。时刻关注她买的东西是有好处的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.nasdaq.com/articles/cathie-wood-goes-bargain-hunting%3A-3-stocks-she-just-bought-2021-07-07\">Nasdaq</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":{"DIS":"迪士尼","DOCU":"Docusign","PATH":"UiPath"},"source_url":"https://www.nasdaq.com/articles/cathie-wood-goes-bargain-hunting%3A-3-stocks-she-just-bought-2021-07-07","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112751985","content_text":"Last year's market guru is rolling again. ARK Invest's Cathie Wood is seeing her exchange-traded funds (ETFs)bounce back in recent weeks, regaining the momentum that made her high-growth investing style the envy of fund managers in 2020.\nShe's been shopping for bargains these days, and with her strong track record she may have found some this week. On Tuesday she increased her positions inWalt Disney(NYSE: DIS),DocuSign(NASDAQ: DOCU), andUiPath(NYSE: PATH). Let's take a closer look at her shopping list.Image source: Walt Disney.\nWalt Disney\nDisney isn't a name investors typically associate with Wood's aggressive growth style of investing, but there's no denying that the House of Mouse can be disruptive. It's a major player in streaming with the success of Disney+ and Hulu. Its 10-figure acquisitions of Pixar, Marvel, and Lucasfilm give it an unmatched catalog of intellectual property. Disney's theme parks are the most visited gated attractions in the world.\nDisney hit an all-time high just above $203 four months ago, fueled by the success of Disney+ and the market anticipating a reopening of the economy. It has given back some of those gains, and now tradesnearly 15% awayfrom revisiting that high-water mark.\nIt's hard to bet against Disney. Disney+ has been around for less than two years, and it has already topped 100 million subscribers. Disney films routinely top box office reports, and now that folks are returning to the multiplex, theme park, and eventually cruise ship, Disney is everywhere families will be in the near future.\nDocuSign\nThe pandemic made in-office signing of contracts, leases, and other important documents a thing of the past, and there's no going back to wet signatures now. DocuSign has emerged as a niche leader in this booming field, and unlike many companies that thrived through the COVID-19 crisis it's easy to see DocuSign continuing to grow in the next phase of humanity's recovery.\nDocuSign has evolved into a full digital documents management specialist, and the growth has been stellar. Revenue rose 39% and then 49% in its last two fiscal years, and the 58% increase it posted in its latest report is its headiest growth as a public company.\nThis isn't just a top-line growth story. DocuSign is now profitable, and it has beaten Wall Street's profit target by at least 57% in each of the past quarters. The stock peaked in the fall of last year, butit's been rallyingto the point that it's just a good trading day away or two from setting a new high.\nUiPath\nFinally we have to talk about UiPath. Wood added to her UiPath position in three of ARK Invest's ETFs. UiPath isn't a household name, but it's a name that growth investors are warming up to as a leading provider of enterprise software for robotics and automation.\nUiPath has been public forless than three months, but it's been a wild ride. UiPath went public at $56, peaking at $90 in May before falling back to the high $60s. UiPath is living up to the initial hype with its growth. UiPath's top line rose 65% in its latest quarter, and that follows an 81% top-line pop in fiscal 2021. UiPath is the only name on this list that isn't profitable these days, but the ceiling remains high for the company.\nWood knows what she's doing. It's good to always keep an eye on what she's buying.","news_type":1,"symbols_score_info":{"ARKIU":0.9,"PATH":0.9,"DOCU":0.9,"DIS":0.9,"JE":0.9}},"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154711707,"gmtCreate":1625545014709,"gmtModify":1631889345539,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573174299397007","idStr":"3573174299397007"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/154711707","repostId":"2149033827","repostType":4,"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152584784,"gmtCreate":1625313530148,"gmtModify":1631889345548,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573174299397007","idStr":"3573174299397007"},"themes":[],"htmlText":"Hopefully comment","listText":"Hopefully comment","text":"Hopefully comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152584784","repostId":"1146176335","repostType":4,"repost":{"id":"1146176335","kind":"news","pubTimestamp":1625277627,"share":"https://www.laohu8.com/m/news/1146176335?lang=zh_CN&edition=full","pubTime":"2021-07-03 10:00","market":"us","language":"en","title":"Can Alibaba Turn Around Its Woes in the Second Half of 2021?<blockquote>阿里巴巴-SW能否在2021年下半年扭转颓势?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146176335","media":"The Street","summary":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?Alibaba -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.Howeve","content":"<p> Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021? Alibaba (<b>BABA</b>) -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.</p><p><blockquote>与大型股和超大型股同行相比,阿里巴巴-SW一直严重落后。这种情况会在2021年下半年改变吗?阿里巴巴-SW(<b>巴巴</b>)-今年到目前为止,Get报告一直是一只狗。该股在2020年第四季度一直交易良好,但随后一系列问题重创了该股。</blockquote></p><p> Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.</p><p><blockquote>监管机构扰乱了蚂蚁金服的首次公开募股,然后深入调查了阿里巴巴-SW并加大了力度。</blockquote></p><p> Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.</p><p><blockquote>投资者不喜欢监管问题,尤其是当我们与中国监管机构打交道时。</blockquote></p><p> However, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.</p><p><blockquote>然而,四月份,阿里巴巴-SW支付了低于预期但仍创历史新高的罚款,希望将监管问题抛在脑后。尽管如此,该股的反应并没有像多头希望的那样。</blockquote></p><p> All of this comes as the S&P 500 and Nasdaq continue to grind outnew all-time highs.</p><p><blockquote>所有这一切都发生在标普500和纳斯达克继续超越历史新高之际。</blockquote></p><p> It also comes as FAANG stocks continue to trade incredibly well. Alphabet (<b>GOOGL</b>) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix (<b>NFLX</b>) -Get Report is the worst, with a 2.3% drop.</p><p><blockquote>与此同时,FAANG股票的交易继续非常好。Alphabet(<b>GOOGL</b>)-Get Reportis是表现最好的公司,上半年涨幅接近40%,而Netflix(<b>NFLX</b>)-Get报告最差,下降了2.3%。</blockquote></p><p> Alibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.</p><p><blockquote>阿里巴巴-SW上半年表现类似,下跌2.6%。然而,它的表现比高点差得多,下跌了30%以上。</blockquote></p><p> Can it turn around its woes in the second half and start rallying higher?</p><p><blockquote>它能否在下半年扭转困境并开始反弹?</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9975f383919ff8cfc34fca49a32d8e8f\" tg-width=\"700\" tg-height=\"494\"></p><p><blockquote></blockquote></p><p> Call me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.</p><p><blockquote>看涨期权我是一个无可救药的乐观主义者,但我觉得阿里巴巴-SW下半场可以有稳定的表现。</blockquote></p><p> The overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon (<b>AMZN</b>) -Get Report.Eventually, it will perform better - it’s a question of “when” and not “if.”</p><p><blockquote>整体市场表现太好了,大型科技股也是如此。业务基本面完好,增长强劲。就像亚马逊(<b>AMZN</b>)-获取报告。最终,它会表现得更好——这是一个“何时”而不是“如果”的问题。</blockquote></p><p> Shares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.</p><p><blockquote>股价继续守住210美元至212美元区域,最近已清除下行阻力(蓝线)。也就是说,还有很多障碍。</blockquote></p><p> Specifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.</p><p><blockquote>具体来说,阿里巴巴-SW股票在21周移动平均线以及21个月和10个月移动平均线上苦苦挣扎。</blockquote></p><p> Let’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.</p><p><blockquote>让我们明确一点:这里没有很多看涨的技术成分。如果阿里巴巴-SW股票能够在本周下跌时守住10周移动平均线,我会感觉更好。</blockquote></p><p> However, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.</p><p><blockquote>然而,只要它能够保持在210美元水平和200周移动平均线以上,我对阿里巴巴-SW进入未来六个月感到满意。</blockquote></p><p> A push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.</p><p><blockquote>突破235美元——从而突破上述所有移动平均线障碍——可能会上涨至250美元,然后是263美元。275美元以上和300美元正在发挥作用。</blockquote></p><p> Keep the risk in mind but this could be a solid second-half rebound play.</p><p><blockquote>请记住风险,但这可能是一场稳固的下半场反弹。</blockquote></p><p></p>","source":"lsy1610613172068","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>Can Alibaba Turn Around Its Woes in the Second Half of 2021?<blockquote>阿里巴巴-SW能否在2021年下半年扭转颓势?</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\">\nCan Alibaba Turn Around Its Woes in the Second Half of 2021?<blockquote>阿里巴巴-SW能否在2021年下半年扭转颓势?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-07-03 10:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021? Alibaba (<b>BABA</b>) -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.</p><p><blockquote>与大型股和超大型股同行相比,阿里巴巴-SW一直严重落后。这种情况会在2021年下半年改变吗?阿里巴巴-SW(<b>巴巴</b>)-今年到目前为止,Get报告一直是一只狗。该股在2020年第四季度一直交易良好,但随后一系列问题重创了该股。</blockquote></p><p> Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.</p><p><blockquote>监管机构扰乱了蚂蚁金服的首次公开募股,然后深入调查了阿里巴巴-SW并加大了力度。</blockquote></p><p> Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.</p><p><blockquote>投资者不喜欢监管问题,尤其是当我们与中国监管机构打交道时。</blockquote></p><p> However, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.</p><p><blockquote>然而,四月份,阿里巴巴-SW支付了低于预期但仍创历史新高的罚款,希望将监管问题抛在脑后。尽管如此,该股的反应并没有像多头希望的那样。</blockquote></p><p> All of this comes as the S&P 500 and Nasdaq continue to grind outnew all-time highs.</p><p><blockquote>所有这一切都发生在标普500和纳斯达克继续超越历史新高之际。</blockquote></p><p> It also comes as FAANG stocks continue to trade incredibly well. Alphabet (<b>GOOGL</b>) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix (<b>NFLX</b>) -Get Report is the worst, with a 2.3% drop.</p><p><blockquote>与此同时,FAANG股票的交易继续非常好。Alphabet(<b>GOOGL</b>)-Get Reportis是表现最好的公司,上半年涨幅接近40%,而Netflix(<b>NFLX</b>)-Get报告最差,下降了2.3%。</blockquote></p><p> Alibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.</p><p><blockquote>阿里巴巴-SW上半年表现类似,下跌2.6%。然而,它的表现比高点差得多,下跌了30%以上。</blockquote></p><p> Can it turn around its woes in the second half and start rallying higher?</p><p><blockquote>它能否在下半年扭转困境并开始反弹?</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9975f383919ff8cfc34fca49a32d8e8f\" tg-width=\"700\" tg-height=\"494\"></p><p><blockquote></blockquote></p><p> Call me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.</p><p><blockquote>看涨期权我是一个无可救药的乐观主义者,但我觉得阿里巴巴-SW下半场可以有稳定的表现。</blockquote></p><p> The overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon (<b>AMZN</b>) -Get Report.Eventually, it will perform better - it’s a question of “when” and not “if.”</p><p><blockquote>整体市场表现太好了,大型科技股也是如此。业务基本面完好,增长强劲。就像亚马逊(<b>AMZN</b>)-获取报告。最终,它会表现得更好——这是一个“何时”而不是“如果”的问题。</blockquote></p><p> Shares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.</p><p><blockquote>股价继续守住210美元至212美元区域,最近已清除下行阻力(蓝线)。也就是说,还有很多障碍。</blockquote></p><p> Specifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.</p><p><blockquote>具体来说,阿里巴巴-SW股票在21周移动平均线以及21个月和10个月移动平均线上苦苦挣扎。</blockquote></p><p> Let’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.</p><p><blockquote>让我们明确一点:这里没有很多看涨的技术成分。如果阿里巴巴-SW股票能够在本周下跌时守住10周移动平均线,我会感觉更好。</blockquote></p><p> However, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.</p><p><blockquote>然而,只要它能够保持在210美元水平和200周移动平均线以上,我对阿里巴巴-SW进入未来六个月感到满意。</blockquote></p><p> A push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.</p><p><blockquote>突破235美元——从而突破上述所有移动平均线障碍——可能会上涨至250美元,然后是263美元。275美元以上和300美元正在发挥作用。</blockquote></p><p> Keep the risk in mind but this could be a solid second-half rebound play.</p><p><blockquote>请记住风险,但这可能是一场稳固的下半场反弹。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO\">The Street</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":{"09618":"京东集团-SW","BABA":"阿里巴巴"},"source_url":"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146176335","content_text":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.\nRegulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.\nInvestors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.\nHowever, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.\nAll of this comes as the S&P 500 and Nasdaq continue to grind outnew all-time highs.\nIt also comes as FAANG stocks continue to trade incredibly well. Alphabet (GOOGL) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix (NFLX) -Get Report is the worst, with a 2.3% drop.\nAlibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.\nCan it turn around its woes in the second half and start rallying higher?\n\nCall me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.\nThe overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon (AMZN) -Get Report.Eventually, it will perform better - it’s a question of “when” and not “if.”\nShares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.\nSpecifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.\nLet’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.\nHowever, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.\nA push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.\nKeep the risk in mind but this could be a solid second-half rebound play.","news_type":1,"symbols_score_info":{"BABA":0.9,"09618":0.9}},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151436300,"gmtCreate":1625101759200,"gmtModify":1631889345563,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573174299397007","idStr":"3573174299397007"},"themes":[],"htmlText":"Good comment ","listText":"Good comment ","text":"Good comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151436300","repostId":"2148431298","repostType":4,"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153879450,"gmtCreate":1625019286470,"gmtModify":1631889345577,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573174299397007","idStr":"3573174299397007"},"themes":[],"htmlText":"Comment and like. ","listText":"Comment and like. ","text":"Comment and like.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153879450","repostId":"2147860372","repostType":4,"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159690611,"gmtCreate":1624959959633,"gmtModify":1631889345586,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573174299397007","idStr":"3573174299397007"},"themes":[],"htmlText":"Like this","listText":"Like this","text":"Like this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/159690611","repostId":"1159190160","repostType":4,"repost":{"id":"1159190160","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":1624953947,"share":"https://www.laohu8.com/m/news/1159190160?lang=zh_CN&edition=full","pubTime":"2021-06-29 16:05","market":"us","language":"en","title":"Marin Software surged another 41% in premarket trading<blockquote>Marin Software在盘前交易中又飙升41%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159190160","media":"Tiger Newspress","summary":"Marin Software surged another 41% in premarket trading.\n\nLast week, Marin shares shot up after it sa","content":"<p>Marin Software surged another 41% in premarket trading.</p><p><blockquote>Marin Software在盘前交易中又飙升了41%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b80f30aba6d274244ed4f664e997a50\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Last week, Marin shares shot up after it said it had added the ability to manage Instacart advertisements to its flagship MarinOne platform.</p><p><blockquote>上周,Marin表示已在其旗舰MarinOne平台上添加了管理Instacart广告的功能,该公司股价飙升。</blockquote></p><p> For the first quarter, Marin revenues totaled $6.3 million, a year-over-year increase of 27%, while earnings per share stood at minus 0.22.</p><p><blockquote>第一季度,Marin营收总计630万美元,同比增长27%,而每股收益为-0.22。</blockquote></p><p> On a year-to-date basis, MRIN shares have shot up 271.3%. Early Tuesday, Marin topped the list of 10 trending streams as arranged by Stocktwits.</p><p><blockquote>今年迄今,MRIN股价已飙升271.3%。周二早些时候,马林在Stocktwits排列的10个趋势流中名列前茅。</blockquote></p><p> On Monday, Marin shares skyrocketed 96.85% to $7.5 in the regular session and rose another 25.33% in the after-hours session to $9.40.</p><p><blockquote>周一,Marin股价在常规交易中飙升96.85%至7.5美元,在盘后交易中又上涨25.33%至9.40美元。</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>Marin Software surged another 41% in premarket trading<blockquote>Marin Software在盘前交易中又飙升41%</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\">\nMarin Software surged another 41% in premarket trading<blockquote>Marin Software在盘前交易中又飙升41%</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\">2021-06-29 16:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Marin Software surged another 41% in premarket trading.</p><p><blockquote>Marin Software在盘前交易中又飙升了41%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b80f30aba6d274244ed4f664e997a50\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Last week, Marin shares shot up after it said it had added the ability to manage Instacart advertisements to its flagship MarinOne platform.</p><p><blockquote>上周,Marin表示已在其旗舰MarinOne平台上添加了管理Instacart广告的功能,该公司股价飙升。</blockquote></p><p> For the first quarter, Marin revenues totaled $6.3 million, a year-over-year increase of 27%, while earnings per share stood at minus 0.22.</p><p><blockquote>第一季度,Marin营收总计630万美元,同比增长27%,而每股收益为-0.22。</blockquote></p><p> On a year-to-date basis, MRIN shares have shot up 271.3%. Early Tuesday, Marin topped the list of 10 trending streams as arranged by Stocktwits.</p><p><blockquote>今年迄今,MRIN股价已飙升271.3%。周二早些时候,马林在Stocktwits排列的10个趋势流中名列前茅。</blockquote></p><p> On Monday, Marin shares skyrocketed 96.85% to $7.5 in the regular session and rose another 25.33% in the after-hours session to $9.40.</p><p><blockquote>周一,Marin股价在常规交易中飙升96.85%至7.5美元,在盘后交易中又上涨25.33%至9.40美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159190160","content_text":"Marin Software surged another 41% in premarket trading.\n\nLast week, Marin shares shot up after it said it had added the ability to manage Instacart advertisements to its flagship MarinOne platform.\nFor the first quarter, Marin revenues totaled $6.3 million, a year-over-year increase of 27%, while earnings per share stood at minus 0.22.\nOn a year-to-date basis, MRIN shares have shot up 271.3%. Early Tuesday, Marin topped the list of 10 trending streams as arranged by Stocktwits.\nOn Monday, Marin shares skyrocketed 96.85% to $7.5 in the regular session and rose another 25.33% in the after-hours session to $9.40.","news_type":1,"symbols_score_info":{"MRIN":0.9}},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127616223,"gmtCreate":1624845920662,"gmtModify":1631889345596,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573174299397007","idStr":"3573174299397007"},"themes":[],"htmlText":"Damnn","listText":"Damnn","text":"Damnn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127616223","repostId":"1174604007","repostType":4,"repost":{"id":"1174604007","kind":"news","pubTimestamp":1624843205,"share":"https://www.laohu8.com/m/news/1174604007?lang=zh_CN&edition=full","pubTime":"2021-06-28 09:20","market":"hk","language":"en","title":"Hong Kong Exchanges Cancels Morning Session Due to Rainstorm Warning<blockquote>香港交易所因暴雨警告取消上午交易</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174604007","media":"Marketwatch","summary":"The Hong Kong exchange's Monday morning trading session has been cancelled due to a severe rainstorm","content":"<p>The Hong Kong exchange's Monday morning trading session has been cancelled due to a severe rainstorm alert.</p><p><blockquote>由于严重暴雨警报,香港交易所周一上午的交易时段已被取消。</blockquote></p><p> The suspension and potential cancellation also applies to Hong Kong-China stock connect trading, Hong Kong Exchanges and Clearing Ltd. said on Monday.</p><p><blockquote>香港交易及结算所有限公司周一表示,暂停和可能取消也适用于港股通交易。</blockquote></p><p> If the rainstorm alert is cancelled at or before noon, HKEX said it will resume trading for major products of its securities and derivatives markets in the afternoon.</p><p><blockquote>如果暴雨警告在中午或之前取消,港交所表示将于下午恢复旗下证券及衍生品市场主要产品的交易。</blockquote></p><p> If the alert remains at noon, all afternoon trading will be cancelled as well, it said.</p><p><blockquote>它说,如果警报持续到中午,所有下午的交易也将被取消。</blockquote></p><p></p>","source":"market_watch","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>Hong Kong Exchanges Cancels Morning Session Due to Rainstorm Warning<blockquote>香港交易所因暴雨警告取消上午交易</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\">\nHong Kong Exchanges Cancels Morning Session Due to Rainstorm Warning<blockquote>香港交易所因暴雨警告取消上午交易</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Marketwatch</strong><span class=\"h-time small\">2021-06-28 09:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Hong Kong exchange's Monday morning trading session has been cancelled due to a severe rainstorm alert.</p><p><blockquote>由于严重暴雨警报,香港交易所周一上午的交易时段已被取消。</blockquote></p><p> The suspension and potential cancellation also applies to Hong Kong-China stock connect trading, Hong Kong Exchanges and Clearing Ltd. said on Monday.</p><p><blockquote>香港交易及结算所有限公司周一表示,暂停和可能取消也适用于港股通交易。</blockquote></p><p> If the rainstorm alert is cancelled at or before noon, HKEX said it will resume trading for major products of its securities and derivatives markets in the afternoon.</p><p><blockquote>如果暴雨警告在中午或之前取消,港交所表示将于下午恢复旗下证券及衍生品市场主要产品的交易。</blockquote></p><p> If the alert remains at noon, all afternoon trading will be cancelled as well, it said.</p><p><blockquote>它说,如果警报持续到中午,所有下午的交易也将被取消。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/hong-kong-delays-morning-session-due-to-rainstorm-warning-271624842516\">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":{"HSI":"恒生指数"},"source_url":"https://www.marketwatch.com/story/hong-kong-delays-morning-session-due-to-rainstorm-warning-271624842516","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1174604007","content_text":"The Hong Kong exchange's Monday morning trading session has been cancelled due to a severe rainstorm alert.\nThe suspension and potential cancellation also applies to Hong Kong-China stock connect trading, Hong Kong Exchanges and Clearing Ltd. said on Monday.\nIf the rainstorm alert is cancelled at or before noon, HKEX said it will resume trading for major products of its securities and derivatives markets in the afternoon.\nIf the alert remains at noon, all afternoon trading will be cancelled as well, it said.","news_type":1,"symbols_score_info":{"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125501152,"gmtCreate":1624678274376,"gmtModify":1631889345621,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573174299397007","idStr":"3573174299397007"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/125501152","repostId":"1100072036","repostType":4,"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126459151,"gmtCreate":1624582459573,"gmtModify":1631889345633,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573174299397007","idStr":"3573174299397007"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126459151","repostId":"1120836318","repostType":4,"isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":892519980,"gmtCreate":1628671467940,"gmtModify":1631883857764,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/892519980","repostId":"1166126919","repostType":4,"isVote":1,"tweetType":1,"viewCount":1610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105041441,"gmtCreate":1620261291983,"gmtModify":1634206603626,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":" This is sad…","listText":" This is sad…","text":"This is sad…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/105041441","repostId":"2133652936","repostType":4,"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120698886,"gmtCreate":1624320686045,"gmtModify":1631893294048,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":"Wow ","listText":"Wow ","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/120698886","repostId":"1191349655","repostType":4,"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159690611,"gmtCreate":1624959959633,"gmtModify":1631889345586,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":"Like this","listText":"Like this","text":"Like this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/159690611","repostId":"1159190160","repostType":4,"repost":{"id":"1159190160","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":1624953947,"share":"https://www.laohu8.com/m/news/1159190160?lang=zh_CN&edition=full","pubTime":"2021-06-29 16:05","market":"us","language":"en","title":"Marin Software surged another 41% in premarket trading<blockquote>Marin Software在盘前交易中又飙升41%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159190160","media":"Tiger Newspress","summary":"Marin Software surged another 41% in premarket trading.\n\nLast week, Marin shares shot up after it sa","content":"<p>Marin Software surged another 41% in premarket trading.</p><p><blockquote>Marin Software在盘前交易中又飙升了41%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b80f30aba6d274244ed4f664e997a50\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Last week, Marin shares shot up after it said it had added the ability to manage Instacart advertisements to its flagship MarinOne platform.</p><p><blockquote>上周,Marin表示已在其旗舰MarinOne平台上添加了管理Instacart广告的功能,该公司股价飙升。</blockquote></p><p> For the first quarter, Marin revenues totaled $6.3 million, a year-over-year increase of 27%, while earnings per share stood at minus 0.22.</p><p><blockquote>第一季度,Marin营收总计630万美元,同比增长27%,而每股收益为-0.22。</blockquote></p><p> On a year-to-date basis, MRIN shares have shot up 271.3%. Early Tuesday, Marin topped the list of 10 trending streams as arranged by Stocktwits.</p><p><blockquote>今年迄今,MRIN股价已飙升271.3%。周二早些时候,马林在Stocktwits排列的10个趋势流中名列前茅。</blockquote></p><p> On Monday, Marin shares skyrocketed 96.85% to $7.5 in the regular session and rose another 25.33% in the after-hours session to $9.40.</p><p><blockquote>周一,Marin股价在常规交易中飙升96.85%至7.5美元,在盘后交易中又上涨25.33%至9.40美元。</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>Marin Software surged another 41% in premarket trading<blockquote>Marin Software在盘前交易中又飙升41%</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\">\nMarin Software surged another 41% in premarket trading<blockquote>Marin Software在盘前交易中又飙升41%</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\">2021-06-29 16:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Marin Software surged another 41% in premarket trading.</p><p><blockquote>Marin Software在盘前交易中又飙升了41%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b80f30aba6d274244ed4f664e997a50\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Last week, Marin shares shot up after it said it had added the ability to manage Instacart advertisements to its flagship MarinOne platform.</p><p><blockquote>上周,Marin表示已在其旗舰MarinOne平台上添加了管理Instacart广告的功能,该公司股价飙升。</blockquote></p><p> For the first quarter, Marin revenues totaled $6.3 million, a year-over-year increase of 27%, while earnings per share stood at minus 0.22.</p><p><blockquote>第一季度,Marin营收总计630万美元,同比增长27%,而每股收益为-0.22。</blockquote></p><p> On a year-to-date basis, MRIN shares have shot up 271.3%. Early Tuesday, Marin topped the list of 10 trending streams as arranged by Stocktwits.</p><p><blockquote>今年迄今,MRIN股价已飙升271.3%。周二早些时候,马林在Stocktwits排列的10个趋势流中名列前茅。</blockquote></p><p> On Monday, Marin shares skyrocketed 96.85% to $7.5 in the regular session and rose another 25.33% in the after-hours session to $9.40.</p><p><blockquote>周一,Marin股价在常规交易中飙升96.85%至7.5美元,在盘后交易中又上涨25.33%至9.40美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159190160","content_text":"Marin Software surged another 41% in premarket trading.\n\nLast week, Marin shares shot up after it said it had added the ability to manage Instacart advertisements to its flagship MarinOne platform.\nFor the first quarter, Marin revenues totaled $6.3 million, a year-over-year increase of 27%, while earnings per share stood at minus 0.22.\nOn a year-to-date basis, MRIN shares have shot up 271.3%. Early Tuesday, Marin topped the list of 10 trending streams as arranged by Stocktwits.\nOn Monday, Marin shares skyrocketed 96.85% to $7.5 in the regular session and rose another 25.33% in the after-hours session to $9.40.","news_type":1,"symbols_score_info":{"MRIN":0.9}},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168247352,"gmtCreate":1623977486576,"gmtModify":1631893294087,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":"Like and comment ","listText":"Like and comment ","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/168247352","repostId":"2144286417","repostType":4,"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194415636,"gmtCreate":1621392414625,"gmtModify":1634189517345,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":"Ok comment ","listText":"Ok comment ","text":"Ok comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/194415636","repostId":"2136999458","repostType":4,"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195227955,"gmtCreate":1621298483777,"gmtModify":1634192699808,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/195227955","repostId":"2136295438","repostType":4,"isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107028338,"gmtCreate":1620434654124,"gmtModify":1634198842186,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/107028338","repostId":"1114799901","repostType":4,"repost":{"id":"1114799901","kind":"news","pubTimestamp":1620395084,"share":"https://www.laohu8.com/m/news/1114799901?lang=zh_CN&edition=full","pubTime":"2021-05-07 21:44","market":"us","language":"en","title":"Why Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才投资?这3只顶级股票已下跌超过40%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114799901","media":"fool","summary":"If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want","content":"<p>If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want to put your shopping shoes on now. Some top-quality stocks are already down by 30%, 40%, or even more from their all-time highs.</p><p><blockquote>如果您正在等待大盘暴跌以便逢低买入,那么您可能需要现在就穿上购物鞋。一些优质股票已经较历史高点下跌了30%、40%甚至更多。</blockquote></p><p>Case in point: Shares of <b>Zillow Group</b> (NASDAQ:ZG)(NASDAQ:Z),<b>Baidu</b>(NASDAQ:BIDU), and <b>Teladoc</b>(NYSE:TDOC)are all trading at least 40% below their recent highs. These markdowns aren't likely to last long.</p><p><blockquote>典型例子:股份<b>Zillow集团</b>(纳斯达克:ZG)(纳斯达克:Z),<b>百度</b>(纳斯达克:BIDU),以及<b>Teladoc</b>(NYSE:TDOC)的交易价格均比近期高点低至少40%。这些降价不太可能持续太久。</blockquote></p><p>1. Zillow Group</p><p><blockquote>1.Zillow集团</blockquote></p><p>Real estate is hot, but the leading online portal for residential housing has gone cold. As of the close on Tuesday (when it delivered its latest quarterly report), Zillow shares had fallen 42% from the peak they hit three months ago.</p><p><blockquote>房地产很热,但领先的住宅在线门户网站却变冷了。截至周二收盘(发布最新季度报告时),Zillow股价已较三个月前的峰值下跌42%。</blockquote></p><p>Revenue rose 8% in the first quarter, but that followed back-to-back quarters of double-digit percentage declines.</p><p><blockquote>第一季度收入增长8%,但此前连续几个季度出现两位数百分比下降。</blockquote></p><p>If you would have expected Zillow to be holding up a lot better in this climate, the good news is that it's doing just fine. What's dragging its performance down is its home-flipping segment. Zillow's iBuyer business lets folks sell their homes to the real estate giant through its Zillow Offers platform. The company can cash out sellers quickly, and because the site is so popular -- with 221 million monthly active unique users -- it doesn't have a problem finding buyers quickly, too.</p><p><blockquote>如果您预计Zillow在这种环境下会表现得更好,那么好消息是它做得很好。拖累其业绩的是其家居翻转领域。Zillow的iBuyer业务允许人们通过其Zillow Offers平台向这家房地产巨头出售房屋。该公司可以快速从卖家那里套现,而且由于该网站非常受欢迎——每月有2.21亿活跃独立用户——它在快速找到买家方面也没有问题。</blockquote></p><p>But Zillow intentionally scaled back its iBuyer dealings during the pandemic, and that segment's revenues declined 9% through the first three months of this year. Now, it's starting toramp the operation back up. The rest of Zillow is rocking. Revenues from its flagship internet, media, and technology segment rose 35% for the quarter. Its nascent mortgage segment is growing even faster.</p><p><blockquote>但Zillow在疫情期间有意缩减了iBuyer交易,今年前三个月该部门的收入下降了9%。现在,它开始恢复行动。Zillow的其他部分都在摇摆。本季度其旗舰互联网、媒体和技术部门的收入增长了35%。其新生的抵押贷款部门增长更快。</blockquote></p><p>Housing is a seller's market right now. That's not welcome news for buyers, but it's great for Zillow. Real estate agents are paying up to make sure their listings get noticed on the platform, and the rapid turnover of properties is keeping more people glued to the app.</p><p><blockquote>房地产现在是卖方市场。这对买家来说不是好消息,但对Zillow来说却是个好消息。房地产经纪人正在付费以确保他们的房源在平台上受到关注,而房产的快速周转让更多的人粘在这款应用上。</blockquote></p><p>2. Baidu</p><p><blockquote>2.百度</blockquote></p><p>China's leading search engine operator is starting to turn the corner, but you might not recognize that if all you were looking at was its stock chart or its latest financial results. Baidu's share price has plunged 44% since peaking in February. Revenue rose a mere 5% in the fourth quarter, but that was actually the third straight period of accelerating top-line growth.</p><p><blockquote>中国领先的搜索引擎运营商正在开始转危为安,但如果你只看它的股票图表或最新的财务业绩,你可能不会意识到这一点。自2月份见顶以来,百度股价已暴跌44%。第四季度收入仅增长5%,但这实际上是营收连续第三个加速增长的时期。</blockquote></p><p>We'll get a taste of how things are going when Baidu unveils its first-quarter numbers in two weeks. They should be impressive. Analysts are predicting a 31% increase in revenue for the period with earnings per share growing even faster.</p><p><blockquote>当百度在两周后公布第一季度数据时,我们将了解情况如何。他们应该令人印象深刻。分析师预计该期间收入将增长31%,每股收益增长更快。</blockquote></p><p>Beyond search, Baidu is a leader inartificial intelligence. It's raising the bar in self-driving car technology, and the company -- which once seemed to be tethered to the world of the PC -- now has a vibrant mobile ecosystem in place. The stock is also cheap, trading for a little more than 19 times this year's projected earnings and 16 times next year's target. Baidu has trounced Wall Street's quarterly profit targets by at least double-digit percentages over the past year, so at some point down the road, investors may look back at today's prices as offering an even better bargain valuation than they currently appear to.</p><p><blockquote>除了搜索之外,百度还是人工智能领域的领导者。它提高了自动驾驶汽车技术的标准,这家曾经似乎与PC世界息息相关的公司现在拥有了一个充满活力的移动生态系统。该股也很便宜,其交易价格略高于今年预期市盈率的19倍,是明年目标市盈率的16倍。过去一年,百度的季度利润目标至少超过了两位数的百分比,因此在未来的某个时候,投资者可能会回顾今天的价格,认为它提供了比目前看起来更便宜的估值。</blockquote></p><p>3. Teladoc</p><p><blockquote>3.Teladoc</blockquote></p><p>Another stock that peaked in February is Teladoc, and it has seen the biggest drop of these three with a 49% belly flop. The popular telehealth provider released itsfirst-quarter reportlast week, and it wasn't bad at all.</p><p><blockquote>另一只在2月份见顶的股票是Teladoc,它是这三只股票中跌幅最大的,跌幅为49%。这家受欢迎的远程医疗提供商上周发布了第一季度报告,情况一点也不差。</blockquote></p><p>Revenue soared 151% in the period. The Livongo Health acquisition helped pad results, but it still clocked in with strong organic growth from its namesake virtual healthcare platform. Total visits and sessions provided more than doubled year over year.</p><p><blockquote>期内收入飙升151%。收购Livongo Health有助于提升业绩,但其同名虚拟医疗平台仍实现强劲的有机增长。总访问量和会议次数同比增加了一倍多。</blockquote></p><p>There are two things holding Teladoc back, and neither one is as problematic as one would think for a company whose stock has nearly been cut in half in less than three months.</p><p><blockquote>有两件事阻碍了Teladoc的发展,对于一家股票在不到三个月的时间里几乎减半的公司来说,这两件事都没有人们想象的那么成问题。</blockquote></p><p>First, because Teladoc exploded in popularity during the pandemic, when it offered a safer alternative to in-person doctor visits, there's an assumption that the momentum will go the other way as more people get vaccinated and fears about COVID-19 recede. That bearish view ignores that Teladoc was already growing rapidly before the pandemic. Moreover, millions of people have gotten used to using Teladoc as a convenient and cost-effective alternative to traditional medical consultations, and it's hard to imagine them abandoning it.</p><p><blockquote>首先,由于Teladoc在大流行期间大受欢迎,当时它提供了一种比亲自看医生更安全的替代方案,因此人们认为,随着越来越多的人接种疫苗以及对COVID-19的担忧消退,这种势头将会逆转。这种看跌观点忽略了Teladoc在大流行之前就已经在快速增长。此外,数百万人已经习惯于使用Teladoc作为传统医疗咨询的便捷且经济的替代方案,很难想象他们会放弃它。</blockquote></p><p>The other knock on Teladoc is that telehealth competition will heat up in the near future. This isn't a bad thing either. There will be plenty of new opportunities for all the players in this space to enjoy. And the fact that other companies are putting more weight into their own telehealth solutions would also seem to go against the first knock on Teladoc, in that those investments validate the business model.</p><p><blockquote>Teladoc面临的另一个挑战是远程医疗竞争将在不久的将来升温。这也不是坏事。将会有很多新的机会让这个领域的所有玩家享受。事实上,其他公司正在加大对自己的远程医疗解决方案的重视,这似乎也不利于Teladoc的第一次打击,因为这些投资验证了商业模式。</blockquote></p><p>Zillow, Baidu, and Teladoc are on sale. Don't wait too long before going shopping.</p><p><blockquote>Zillow、百度和Teladoc正在打折。去购物前不要等太久。</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>Why Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才投资?这3只顶级股票已下跌超过40%</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\">\nWhy Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才投资?这3只顶级股票已下跌超过40%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">fool</strong><span class=\"h-time small\">2021-05-07 21:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want to put your shopping shoes on now. Some top-quality stocks are already down by 30%, 40%, or even more from their all-time highs.</p><p><blockquote>如果您正在等待大盘暴跌以便逢低买入,那么您可能需要现在就穿上购物鞋。一些优质股票已经较历史高点下跌了30%、40%甚至更多。</blockquote></p><p>Case in point: Shares of <b>Zillow Group</b> (NASDAQ:ZG)(NASDAQ:Z),<b>Baidu</b>(NASDAQ:BIDU), and <b>Teladoc</b>(NYSE:TDOC)are all trading at least 40% below their recent highs. These markdowns aren't likely to last long.</p><p><blockquote>典型例子:股份<b>Zillow集团</b>(纳斯达克:ZG)(纳斯达克:Z),<b>百度</b>(纳斯达克:BIDU),以及<b>Teladoc</b>(NYSE:TDOC)的交易价格均比近期高点低至少40%。这些降价不太可能持续太久。</blockquote></p><p>1. Zillow Group</p><p><blockquote>1.Zillow集团</blockquote></p><p>Real estate is hot, but the leading online portal for residential housing has gone cold. As of the close on Tuesday (when it delivered its latest quarterly report), Zillow shares had fallen 42% from the peak they hit three months ago.</p><p><blockquote>房地产很热,但领先的住宅在线门户网站却变冷了。截至周二收盘(发布最新季度报告时),Zillow股价已较三个月前的峰值下跌42%。</blockquote></p><p>Revenue rose 8% in the first quarter, but that followed back-to-back quarters of double-digit percentage declines.</p><p><blockquote>第一季度收入增长8%,但此前连续几个季度出现两位数百分比下降。</blockquote></p><p>If you would have expected Zillow to be holding up a lot better in this climate, the good news is that it's doing just fine. What's dragging its performance down is its home-flipping segment. Zillow's iBuyer business lets folks sell their homes to the real estate giant through its Zillow Offers platform. The company can cash out sellers quickly, and because the site is so popular -- with 221 million monthly active unique users -- it doesn't have a problem finding buyers quickly, too.</p><p><blockquote>如果您预计Zillow在这种环境下会表现得更好,那么好消息是它做得很好。拖累其业绩的是其家居翻转领域。Zillow的iBuyer业务允许人们通过其Zillow Offers平台向这家房地产巨头出售房屋。该公司可以快速从卖家那里套现,而且由于该网站非常受欢迎——每月有2.21亿活跃独立用户——它在快速找到买家方面也没有问题。</blockquote></p><p>But Zillow intentionally scaled back its iBuyer dealings during the pandemic, and that segment's revenues declined 9% through the first three months of this year. Now, it's starting toramp the operation back up. The rest of Zillow is rocking. Revenues from its flagship internet, media, and technology segment rose 35% for the quarter. Its nascent mortgage segment is growing even faster.</p><p><blockquote>但Zillow在疫情期间有意缩减了iBuyer交易,今年前三个月该部门的收入下降了9%。现在,它开始恢复行动。Zillow的其他部分都在摇摆。本季度其旗舰互联网、媒体和技术部门的收入增长了35%。其新生的抵押贷款部门增长更快。</blockquote></p><p>Housing is a seller's market right now. That's not welcome news for buyers, but it's great for Zillow. Real estate agents are paying up to make sure their listings get noticed on the platform, and the rapid turnover of properties is keeping more people glued to the app.</p><p><blockquote>房地产现在是卖方市场。这对买家来说不是好消息,但对Zillow来说却是个好消息。房地产经纪人正在付费以确保他们的房源在平台上受到关注,而房产的快速周转让更多的人粘在这款应用上。</blockquote></p><p>2. Baidu</p><p><blockquote>2.百度</blockquote></p><p>China's leading search engine operator is starting to turn the corner, but you might not recognize that if all you were looking at was its stock chart or its latest financial results. Baidu's share price has plunged 44% since peaking in February. Revenue rose a mere 5% in the fourth quarter, but that was actually the third straight period of accelerating top-line growth.</p><p><blockquote>中国领先的搜索引擎运营商正在开始转危为安,但如果你只看它的股票图表或最新的财务业绩,你可能不会意识到这一点。自2月份见顶以来,百度股价已暴跌44%。第四季度收入仅增长5%,但这实际上是营收连续第三个加速增长的时期。</blockquote></p><p>We'll get a taste of how things are going when Baidu unveils its first-quarter numbers in two weeks. They should be impressive. Analysts are predicting a 31% increase in revenue for the period with earnings per share growing even faster.</p><p><blockquote>当百度在两周后公布第一季度数据时,我们将了解情况如何。他们应该令人印象深刻。分析师预计该期间收入将增长31%,每股收益增长更快。</blockquote></p><p>Beyond search, Baidu is a leader inartificial intelligence. It's raising the bar in self-driving car technology, and the company -- which once seemed to be tethered to the world of the PC -- now has a vibrant mobile ecosystem in place. The stock is also cheap, trading for a little more than 19 times this year's projected earnings and 16 times next year's target. Baidu has trounced Wall Street's quarterly profit targets by at least double-digit percentages over the past year, so at some point down the road, investors may look back at today's prices as offering an even better bargain valuation than they currently appear to.</p><p><blockquote>除了搜索之外,百度还是人工智能领域的领导者。它提高了自动驾驶汽车技术的标准,这家曾经似乎与PC世界息息相关的公司现在拥有了一个充满活力的移动生态系统。该股也很便宜,其交易价格略高于今年预期市盈率的19倍,是明年目标市盈率的16倍。过去一年,百度的季度利润目标至少超过了两位数的百分比,因此在未来的某个时候,投资者可能会回顾今天的价格,认为它提供了比目前看起来更便宜的估值。</blockquote></p><p>3. Teladoc</p><p><blockquote>3.Teladoc</blockquote></p><p>Another stock that peaked in February is Teladoc, and it has seen the biggest drop of these three with a 49% belly flop. The popular telehealth provider released itsfirst-quarter reportlast week, and it wasn't bad at all.</p><p><blockquote>另一只在2月份见顶的股票是Teladoc,它是这三只股票中跌幅最大的,跌幅为49%。这家受欢迎的远程医疗提供商上周发布了第一季度报告,情况一点也不差。</blockquote></p><p>Revenue soared 151% in the period. The Livongo Health acquisition helped pad results, but it still clocked in with strong organic growth from its namesake virtual healthcare platform. Total visits and sessions provided more than doubled year over year.</p><p><blockquote>期内收入飙升151%。收购Livongo Health有助于提升业绩,但其同名虚拟医疗平台仍实现强劲的有机增长。总访问量和会议次数同比增加了一倍多。</blockquote></p><p>There are two things holding Teladoc back, and neither one is as problematic as one would think for a company whose stock has nearly been cut in half in less than three months.</p><p><blockquote>有两件事阻碍了Teladoc的发展,对于一家股票在不到三个月的时间里几乎减半的公司来说,这两件事都没有人们想象的那么成问题。</blockquote></p><p>First, because Teladoc exploded in popularity during the pandemic, when it offered a safer alternative to in-person doctor visits, there's an assumption that the momentum will go the other way as more people get vaccinated and fears about COVID-19 recede. That bearish view ignores that Teladoc was already growing rapidly before the pandemic. Moreover, millions of people have gotten used to using Teladoc as a convenient and cost-effective alternative to traditional medical consultations, and it's hard to imagine them abandoning it.</p><p><blockquote>首先,由于Teladoc在大流行期间大受欢迎,当时它提供了一种比亲自看医生更安全的替代方案,因此人们认为,随着越来越多的人接种疫苗以及对COVID-19的担忧消退,这种势头将会逆转。这种看跌观点忽略了Teladoc在大流行之前就已经在快速增长。此外,数百万人已经习惯于使用Teladoc作为传统医疗咨询的便捷且经济的替代方案,很难想象他们会放弃它。</blockquote></p><p>The other knock on Teladoc is that telehealth competition will heat up in the near future. This isn't a bad thing either. There will be plenty of new opportunities for all the players in this space to enjoy. And the fact that other companies are putting more weight into their own telehealth solutions would also seem to go against the first knock on Teladoc, in that those investments validate the business model.</p><p><blockquote>Teladoc面临的另一个挑战是远程医疗竞争将在不久的将来升温。这也不是坏事。将会有很多新的机会让这个领域的所有玩家享受。事实上,其他公司正在加大对自己的远程医疗解决方案的重视,这似乎也不利于Teladoc的第一次打击,因为这些投资验证了商业模式。</blockquote></p><p>Zillow, Baidu, and Teladoc are on sale. Don't wait too long before going shopping.</p><p><blockquote>Zillow、百度和Teladoc正在打折。去购物前不要等太久。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/05/06/why-wait-for-a-crash-to-invest-these-3-top-stocks/\">fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TDOC":"Teladoc Health Inc.","BIDU":"百度","ZG":"Zillow Class A"},"source_url":"https://www.fool.com/investing/2021/05/06/why-wait-for-a-crash-to-invest-these-3-top-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114799901","content_text":"If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want to put your shopping shoes on now. Some top-quality stocks are already down by 30%, 40%, or even more from their all-time highs.Case in point: Shares of Zillow Group (NASDAQ:ZG)(NASDAQ:Z),Baidu(NASDAQ:BIDU), and Teladoc(NYSE:TDOC)are all trading at least 40% below their recent highs. These markdowns aren't likely to last long.1. Zillow GroupReal estate is hot, but the leading online portal for residential housing has gone cold. As of the close on Tuesday (when it delivered its latest quarterly report), Zillow shares had fallen 42% from the peak they hit three months ago.Revenue rose 8% in the first quarter, but that followed back-to-back quarters of double-digit percentage declines.If you would have expected Zillow to be holding up a lot better in this climate, the good news is that it's doing just fine. What's dragging its performance down is its home-flipping segment. Zillow's iBuyer business lets folks sell their homes to the real estate giant through its Zillow Offers platform. The company can cash out sellers quickly, and because the site is so popular -- with 221 million monthly active unique users -- it doesn't have a problem finding buyers quickly, too.But Zillow intentionally scaled back its iBuyer dealings during the pandemic, and that segment's revenues declined 9% through the first three months of this year. Now, it's starting toramp the operation back up. The rest of Zillow is rocking. Revenues from its flagship internet, media, and technology segment rose 35% for the quarter. Its nascent mortgage segment is growing even faster.Housing is a seller's market right now. That's not welcome news for buyers, but it's great for Zillow. Real estate agents are paying up to make sure their listings get noticed on the platform, and the rapid turnover of properties is keeping more people glued to the app.2. BaiduChina's leading search engine operator is starting to turn the corner, but you might not recognize that if all you were looking at was its stock chart or its latest financial results. Baidu's share price has plunged 44% since peaking in February. Revenue rose a mere 5% in the fourth quarter, but that was actually the third straight period of accelerating top-line growth.We'll get a taste of how things are going when Baidu unveils its first-quarter numbers in two weeks. They should be impressive. Analysts are predicting a 31% increase in revenue for the period with earnings per share growing even faster.Beyond search, Baidu is a leader inartificial intelligence. It's raising the bar in self-driving car technology, and the company -- which once seemed to be tethered to the world of the PC -- now has a vibrant mobile ecosystem in place. The stock is also cheap, trading for a little more than 19 times this year's projected earnings and 16 times next year's target. Baidu has trounced Wall Street's quarterly profit targets by at least double-digit percentages over the past year, so at some point down the road, investors may look back at today's prices as offering an even better bargain valuation than they currently appear to.3. TeladocAnother stock that peaked in February is Teladoc, and it has seen the biggest drop of these three with a 49% belly flop. The popular telehealth provider released itsfirst-quarter reportlast week, and it wasn't bad at all.Revenue soared 151% in the period. The Livongo Health acquisition helped pad results, but it still clocked in with strong organic growth from its namesake virtual healthcare platform. Total visits and sessions provided more than doubled year over year.There are two things holding Teladoc back, and neither one is as problematic as one would think for a company whose stock has nearly been cut in half in less than three months.First, because Teladoc exploded in popularity during the pandemic, when it offered a safer alternative to in-person doctor visits, there's an assumption that the momentum will go the other way as more people get vaccinated and fears about COVID-19 recede. That bearish view ignores that Teladoc was already growing rapidly before the pandemic. Moreover, millions of people have gotten used to using Teladoc as a convenient and cost-effective alternative to traditional medical consultations, and it's hard to imagine them abandoning it.The other knock on Teladoc is that telehealth competition will heat up in the near future. This isn't a bad thing either. There will be plenty of new opportunities for all the players in this space to enjoy. And the fact that other companies are putting more weight into their own telehealth solutions would also seem to go against the first knock on Teladoc, in that those investments validate the business model.Zillow, Baidu, and Teladoc are on sale. Don't wait too long before going shopping.","news_type":1,"symbols_score_info":{"ZG":0.9,"BIDU":0.9,"TDOC":0.9}},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143410883,"gmtCreate":1625808223142,"gmtModify":1631889345508,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/143410883","repostId":"1119741032","repostType":4,"repost":{"id":"1119741032","kind":"news","pubTimestamp":1625803532,"share":"https://www.laohu8.com/m/news/1119741032?lang=zh_CN&edition=full","pubTime":"2021-07-09 12:05","market":"us","language":"en","title":"5 Blue Chip Stocks to Buy With Huge Dividends as Interest Rates Plunge<blockquote>随着利率暴跌,值得买入并获得巨额股息的5只蓝筹股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119741032","media":"24/7 wall street","summary":"Just last month, we were being warned that interest rates were ready to move meaningfully higher as ","content":"<p><a href=\"https://laohu8.com/S/JE\">Just</a> last month, we were being warned that interest rates were ready to move meaningfully higher as inflation and the Federal Reserve were teaming up to end the massive low interest rate paradigm we have been stuck in for years. Then, seemingly out of nowhere, rates have dived lower, with the 10-year Treasury trading at a 1.32% yield, down from near 1.70% at the end of May. The benchmark 30-year Treasury bond is back at the 1.94% level. These are the lowest interest rate levels since last winter.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>上个月,我们被警告说,随着通胀和美联储联手结束我们多年来陷入的大规模低利率模式,利率已准备好大幅走高。然后,利率似乎突然大幅走低,10年期国债收益率从5月底的近1.70%降至1.32%。基准30年期国债回到1.94%的水平。这是自去年冬天以来的最低利率水平。</blockquote></p><p> For income investors, this is another setback in what has become over a ten-year problem. While rates certainly could rise again, <a href=\"https://laohu8.com/S/AONE\">one</a> thing seems certain: the Federal Reserve will not raise rates until it is positive the economy is back at full strength. The only move the Fed looks poised to make in the near term is the beginning of the tapering of the $120 billion per month purchase of Treasury and mortgage debt.</p><p><blockquote>对于收益投资者来说,这是十多年来问题的又一次挫折。虽然利率肯定会再次上升,<a href=\"https://laohu8.com/S/AONE\">一</a>事情似乎是肯定的:在经济恢复全面强劲之前,美联储不会加息。美联储近期唯一准备采取的举措是开始缩减每月1200亿美元的国债和抵押贷款债务购买规模。</blockquote></p><p> We screened the BofA Securities research universe looking for blue chip stocks rated Buy that paid at least a 4% dividend. We found five that are very appealing now to growth and income investors. While all are rated Buy, it is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.</p><p><blockquote>我们筛选了美国银行证券研究领域,寻找支付至少4%股息的买入评级蓝筹股。我们发现了五种现在对成长型和收益型投资者非常有吸引力的股票。虽然所有报告都被评为买入,但重要的是要记住,任何分析师报告都不应用作任何买入或卖出决策的唯一依据。</blockquote></p><p> <a href=\"https://laohu8.com/S/MO\">Altria</a></p><p><blockquote><a href=\"https://laohu8.com/S/MO\">奥驰亚</a></blockquote></p><p> This maker of tobacco products offers value investors a great entry point now and was hit recently as cigarette sales have slowed. Altria Group Inc. (NYSE: MO) is the parent company of <a href=\"https://laohu8.com/S/PM\">Philip Morris</a> USA (cigarettes), UST (smokeless), John Middleton (cigars), Ste. Michelle Wine Estates and Philip Morris Capital. PMUSA enjoys a 51% share of the U.S. cigarette market, led by its top cigarette brand Marlboro.</p><p><blockquote>这家烟草产品制造商现在为价值投资者提供了一个很好的切入点,但最近由于卷烟销售放缓而受到打击。奥驰亚集团公司(纽约证券交易所股票代码:MO)是<a href=\"https://laohu8.com/S/PM\">菲利普·莫里斯</a>美国(香烟),UST(无烟),约翰米德尔顿(雪茄),Ste。米歇尔葡萄酒庄园和菲利普莫里斯资本。PMUSA在美国卷烟市场占据51%的份额,由其顶级卷烟品牌万宝路引领。</blockquote></p><p> Altria also owns over 10% of Anheuser-Busch InBev, the world’s largest brewer. In March 2008, it spun off its international cigarette business to shareholders. In December 2018, the company acquired 35% of Juul Labs, and it has purchased a 45% stake in cannabis company Cronus for $1.8 billion.</p><p><blockquote>奥驰亚还拥有全球最大啤酒制造商百威英博10%以上的股份。2008年3月,它将国际卷烟业务分拆给股东。2018年12月,该公司收购了Juul Labs 35%的股份,并以18亿美元收购了大麻公司Cronus 45%的股份。</blockquote></p><p> BofA Securities is very favorable toward the company’s plans for the future:</p><p><blockquote>美银证券非常看好该公司的未来计划:</blockquote></p><p> Management presented at CAGNY (Consumer Analyst Group of <a href=\"https://laohu8.com/S/NWY\">New York</a>) where it discussed a new corporate focus on ESG, additional details on its IQOS plans and its “Moving beyond smoking” 10-yr plan. Smokeables (cigarettes/cigars) will remain an important part of its strategy, providing funding behind its long-term growth and shareholder returns. Over the last 5-yrs, smokeable and other comprehensive income grew at a 5.5% compounded annual growth rate despite volume declines. Shareholders receive a 7.35% dividend. The analyst has a $58 target price on the shares, while the consensus target is lower at $53.89. Altria stock closed on Wednesday at $46.79 per share.</p><p><blockquote>管理层在CAGNY(消费者分析师小组<a href=\"https://laohu8.com/S/NWY\">纽约</a>)讨论了企业对ESG的新关注、IQOS计划及其“超越吸烟”10年计划的更多细节。Smokeables(香烟/雪茄)仍将是其战略的重要组成部分,为其长期增长和股东回报提供资金。在过去的5年里,尽管数量下降,吸烟和其他综合收入仍以5.5%的复合年增长率增长。股东获得7.35%的股息。分析师对该股的目标价为58美元,而共识目标价较低,为53.89美元。奥驰亚股价周三收于每股46.79美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/CVX\">Chevron</a></p><p><blockquote><a href=\"https://laohu8.com/S/CVX\">雪佛龙</a></blockquote></p><p> This energy giant is a solid way for investors who are more conservative to be positioned in the sector. Chevron Corp. (NYSE: CVX) is a U.S.-based integrated oil and gas company, with worldwide operations in exploration and production, refining and marketing, transportation and petrochemicals. The company sports a sizable dividend and has a solid place in the sector when it comes to natural gas and liquefied natural gas.</p><p><blockquote>对于较为保守的投资者来说,这家能源巨头是在该行业定位的可靠途径。雪佛龙公司(纽约证券交易所股票代码:CVX)是一家总部位于美国的综合性石油和天然气公司,在勘探和生产、炼油和营销、运输和石化领域开展全球业务。该公司拥有可观的股息,并在天然气和液化天然气领域拥有稳固的地位。</blockquote></p><p> With the strongest financial base of the majors, coupled with an attractive relative asset base, many on Wall Street feel that Chevron offers the most straightforwardly positive risk/reward. Although current conditions do not warrant a large focus on production growth, Chevron possesses numerous medium-term drivers (<a href=\"https://laohu8.com/S/NBL\">Noble</a> integration, Permian, TCO/WPMP expansion, Gulf of Mexico exploration, Vaca Muerta, and so on) that should support production levels in the coming years.</p><p><blockquote>凭借各大巨头中最强大的财务基础,加上有吸引力的相对资产基础,华尔街的许多人认为雪佛龙提供了最直接的正风险/回报。尽管目前的情况不值得大力关注产量增长,但雪佛龙拥有众多中期驱动因素(<a href=\"https://laohu8.com/S/NBL\">高尚的</a>一体化、二叠纪、TCO/WPMP扩张、墨西哥湾勘探、Vaca Muerta等)应该会支持未来几年的生产水平。</blockquote></p><p> <a href=\"https://laohu8.com/S/IBM\">IBM</a></p><p><blockquote><a href=\"https://laohu8.com/S/IBM\">IBM</a></blockquote></p><p> This old-school tech giant still offers investors a very solid entry point. International Business Machines Corp. (NYSE: IBM) is a leading provider of enterprise solutions, offering a broad portfolio of information technology (IT) hardware, business and IT services, and a full suite of software solutions.</p><p><blockquote>这家老派科技巨头仍然为投资者提供了一个非常坚实的切入点。国际商业机器公司(纽约证券交易所代码:IBM)是一家领先的企业解决方案提供商,提供广泛的信息技术(IT)硬件、商业和IT服务以及全套软件解决方案。</blockquote></p><p> The company integrates its hardware products with its software and services offerings in order to provide high-value solutions. Analysts have cited the company’s potential in the public cloud as a reason for their positive outlook going forward.</p><p><blockquote>该公司将其硬件产品与其软件和服务产品相集成,以提供高价值的解决方案。分析师将该公司在公共云领域的潜力作为他们对未来前景持积极态度的原因。</blockquote></p><p> CEO Ginni Rommety, who had been in the position since 2012, stepped down in January, and the stock market greeted the news in a very positive manner. Arvind Krishna, who has led the company’s cloud computing business, became the new chief executive. Rometty will remain as executive board chair until the end of the year.</p><p><blockquote>自2012年以来一直担任该职位的首席执行官吉尼·罗梅蒂(Ginni Rommety)于1月份辞职,股市以非常积极的方式迎接这一消息。领导该公司云计算业务的Arvind Krishna成为新任首席执行官。罗睿兰将继续担任执行董事会主席直至今年年底。</blockquote></p><p></p><p> Holders of IBM stock receive a 4.69% dividend. The $175 BofA Securities price target is well above the $144.14 consensus figure. The shares closed at $139.82 on Wednesday.</p><p><blockquote>IBM股票持有人获得4.69%的股息。美国银行证券175美元的目标价远高于144.14美元的共识价。该股周三收于139.82美元。</blockquote></p><p> Shareholders receive a 5.21% dividend, which analysts feel comfortable will remain at current levels. The BofA Securities price target is $125, which compares to a $122.48 consensus target and the last Chevron stock trade on Wednesday at $102.93 a share.</p><p><blockquote>股东获得5.21%的股息,分析师认为股息将保持在当前水平。美国银行证券的目标价为125美元,而共识目标价为122.48美元,周三雪佛龙股票最后一次交易价格为每股102.93美元。</blockquote></p><p> LyondellBasell</p><p><blockquote>利安德巴塞尔</blockquote></p><p> This top chemical company with a sterling balance sheet is another solid play for conservative investors. LyondellBasell Industries N.V. (NYSE: LYB) manufactures chemicals and polymers, refines crude oil, produces gasoline blending components and develops and licenses technologies for production of polymers.</p><p><blockquote>这家拥有良好资产负债表的顶级化工公司是保守投资者的另一个可靠选择。利安德巴塞尔工业公司(纽约证券交易所股票代码:LYB)生产化学品和聚合物、精炼原油、生产汽油混合成分以及开发和许可聚合物生产技术。</blockquote></p><p> Over half of earnings are generated in the company’s Olefins and Polyolefins Americas segment, where costs are linked to the price of cheap natural gas in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States, while selling prices are correlated with the price of oil. The company has pursued a strategy of low-cost, high return on invested capital debottlenecks coupled with cash returns to shareholders.</p><p><blockquote>超过一半的收入来自该公司的烯烃和聚烯烃美洲部门,该部门的成本与该地区廉价天然气的价格相关。<a href=\"https://laohu8.com/S/UBNK\">团结的</a>国家,而销售价格与石油价格相关。该公司奉行低成本、高投资资本回报率的战略,消除瓶颈,并向股东提供现金回报。</blockquote></p><p> Note that debottlenecking is the process of identifying specific areas or equipment in oil and gas facilities that limit the flow of product (known as bottlenecks) and optimizing them so that overall capacity in the plant can be increased.</p><p><blockquote>请注意,去瓶颈是识别石油和天然气设施中限制产品流动的特定区域或设备(称为瓶颈)并对其进行优化的过程,以便提高工厂的整体产能。</blockquote></p><p> The company offers a 4.50% dividend. BofA Securities has set a $117 price target. The consensus target is $118.41, and LyondellBasell stock ended Wednesday at $100.40 a share.</p><p><blockquote>该公司提供4.50%的股息。美银证券将目标价定为117美元。共识目标为118.41美元,利安德巴塞尔股票周三收于每股100.40美元。</blockquote></p><p></p>","source":"lsy1620372341666","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Blue Chip Stocks to Buy With Huge Dividends as Interest Rates Plunge<blockquote>随着利率暴跌,值得买入并获得巨额股息的5只蓝筹股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Blue Chip Stocks to Buy With Huge Dividends as Interest Rates Plunge<blockquote>随着利率暴跌,值得买入并获得巨额股息的5只蓝筹股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">24/7 wall street</strong><span class=\"h-time small\">2021-07-09 12:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> last month, we were being warned that interest rates were ready to move meaningfully higher as inflation and the Federal Reserve were teaming up to end the massive low interest rate paradigm we have been stuck in for years. Then, seemingly out of nowhere, rates have dived lower, with the 10-year Treasury trading at a 1.32% yield, down from near 1.70% at the end of May. The benchmark 30-year Treasury bond is back at the 1.94% level. These are the lowest interest rate levels since last winter.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>上个月,我们被警告说,随着通胀和美联储联手结束我们多年来陷入的大规模低利率模式,利率已准备好大幅走高。然后,利率似乎突然大幅走低,10年期国债收益率从5月底的近1.70%降至1.32%。基准30年期国债回到1.94%的水平。这是自去年冬天以来的最低利率水平。</blockquote></p><p> For income investors, this is another setback in what has become over a ten-year problem. While rates certainly could rise again, <a href=\"https://laohu8.com/S/AONE\">one</a> thing seems certain: the Federal Reserve will not raise rates until it is positive the economy is back at full strength. The only move the Fed looks poised to make in the near term is the beginning of the tapering of the $120 billion per month purchase of Treasury and mortgage debt.</p><p><blockquote>对于收益投资者来说,这是十多年来问题的又一次挫折。虽然利率肯定会再次上升,<a href=\"https://laohu8.com/S/AONE\">一</a>事情似乎是肯定的:在经济恢复全面强劲之前,美联储不会加息。美联储近期唯一准备采取的举措是开始缩减每月1200亿美元的国债和抵押贷款债务购买规模。</blockquote></p><p> We screened the BofA Securities research universe looking for blue chip stocks rated Buy that paid at least a 4% dividend. We found five that are very appealing now to growth and income investors. While all are rated Buy, it is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.</p><p><blockquote>我们筛选了美国银行证券研究领域,寻找支付至少4%股息的买入评级蓝筹股。我们发现了五种现在对成长型和收益型投资者非常有吸引力的股票。虽然所有报告都被评为买入,但重要的是要记住,任何分析师报告都不应用作任何买入或卖出决策的唯一依据。</blockquote></p><p> <a href=\"https://laohu8.com/S/MO\">Altria</a></p><p><blockquote><a href=\"https://laohu8.com/S/MO\">奥驰亚</a></blockquote></p><p> This maker of tobacco products offers value investors a great entry point now and was hit recently as cigarette sales have slowed. Altria Group Inc. (NYSE: MO) is the parent company of <a href=\"https://laohu8.com/S/PM\">Philip Morris</a> USA (cigarettes), UST (smokeless), John Middleton (cigars), Ste. Michelle Wine Estates and Philip Morris Capital. PMUSA enjoys a 51% share of the U.S. cigarette market, led by its top cigarette brand Marlboro.</p><p><blockquote>这家烟草产品制造商现在为价值投资者提供了一个很好的切入点,但最近由于卷烟销售放缓而受到打击。奥驰亚集团公司(纽约证券交易所股票代码:MO)是<a href=\"https://laohu8.com/S/PM\">菲利普·莫里斯</a>美国(香烟),UST(无烟),约翰米德尔顿(雪茄),Ste。米歇尔葡萄酒庄园和菲利普莫里斯资本。PMUSA在美国卷烟市场占据51%的份额,由其顶级卷烟品牌万宝路引领。</blockquote></p><p> Altria also owns over 10% of Anheuser-Busch InBev, the world’s largest brewer. In March 2008, it spun off its international cigarette business to shareholders. In December 2018, the company acquired 35% of Juul Labs, and it has purchased a 45% stake in cannabis company Cronus for $1.8 billion.</p><p><blockquote>奥驰亚还拥有全球最大啤酒制造商百威英博10%以上的股份。2008年3月,它将国际卷烟业务分拆给股东。2018年12月,该公司收购了Juul Labs 35%的股份,并以18亿美元收购了大麻公司Cronus 45%的股份。</blockquote></p><p> BofA Securities is very favorable toward the company’s plans for the future:</p><p><blockquote>美银证券非常看好该公司的未来计划:</blockquote></p><p> Management presented at CAGNY (Consumer Analyst Group of <a href=\"https://laohu8.com/S/NWY\">New York</a>) where it discussed a new corporate focus on ESG, additional details on its IQOS plans and its “Moving beyond smoking” 10-yr plan. Smokeables (cigarettes/cigars) will remain an important part of its strategy, providing funding behind its long-term growth and shareholder returns. Over the last 5-yrs, smokeable and other comprehensive income grew at a 5.5% compounded annual growth rate despite volume declines. Shareholders receive a 7.35% dividend. The analyst has a $58 target price on the shares, while the consensus target is lower at $53.89. Altria stock closed on Wednesday at $46.79 per share.</p><p><blockquote>管理层在CAGNY(消费者分析师小组<a href=\"https://laohu8.com/S/NWY\">纽约</a>)讨论了企业对ESG的新关注、IQOS计划及其“超越吸烟”10年计划的更多细节。Smokeables(香烟/雪茄)仍将是其战略的重要组成部分,为其长期增长和股东回报提供资金。在过去的5年里,尽管数量下降,吸烟和其他综合收入仍以5.5%的复合年增长率增长。股东获得7.35%的股息。分析师对该股的目标价为58美元,而共识目标价较低,为53.89美元。奥驰亚股价周三收于每股46.79美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/CVX\">Chevron</a></p><p><blockquote><a href=\"https://laohu8.com/S/CVX\">雪佛龙</a></blockquote></p><p> This energy giant is a solid way for investors who are more conservative to be positioned in the sector. Chevron Corp. (NYSE: CVX) is a U.S.-based integrated oil and gas company, with worldwide operations in exploration and production, refining and marketing, transportation and petrochemicals. The company sports a sizable dividend and has a solid place in the sector when it comes to natural gas and liquefied natural gas.</p><p><blockquote>对于较为保守的投资者来说,这家能源巨头是在该行业定位的可靠途径。雪佛龙公司(纽约证券交易所股票代码:CVX)是一家总部位于美国的综合性石油和天然气公司,在勘探和生产、炼油和营销、运输和石化领域开展全球业务。该公司拥有可观的股息,并在天然气和液化天然气领域拥有稳固的地位。</blockquote></p><p> With the strongest financial base of the majors, coupled with an attractive relative asset base, many on Wall Street feel that Chevron offers the most straightforwardly positive risk/reward. Although current conditions do not warrant a large focus on production growth, Chevron possesses numerous medium-term drivers (<a href=\"https://laohu8.com/S/NBL\">Noble</a> integration, Permian, TCO/WPMP expansion, Gulf of Mexico exploration, Vaca Muerta, and so on) that should support production levels in the coming years.</p><p><blockquote>凭借各大巨头中最强大的财务基础,加上有吸引力的相对资产基础,华尔街的许多人认为雪佛龙提供了最直接的正风险/回报。尽管目前的情况不值得大力关注产量增长,但雪佛龙拥有众多中期驱动因素(<a href=\"https://laohu8.com/S/NBL\">高尚的</a>一体化、二叠纪、TCO/WPMP扩张、墨西哥湾勘探、Vaca Muerta等)应该会支持未来几年的生产水平。</blockquote></p><p> <a href=\"https://laohu8.com/S/IBM\">IBM</a></p><p><blockquote><a href=\"https://laohu8.com/S/IBM\">IBM</a></blockquote></p><p> This old-school tech giant still offers investors a very solid entry point. International Business Machines Corp. (NYSE: IBM) is a leading provider of enterprise solutions, offering a broad portfolio of information technology (IT) hardware, business and IT services, and a full suite of software solutions.</p><p><blockquote>这家老派科技巨头仍然为投资者提供了一个非常坚实的切入点。国际商业机器公司(纽约证券交易所代码:IBM)是一家领先的企业解决方案提供商,提供广泛的信息技术(IT)硬件、商业和IT服务以及全套软件解决方案。</blockquote></p><p> The company integrates its hardware products with its software and services offerings in order to provide high-value solutions. Analysts have cited the company’s potential in the public cloud as a reason for their positive outlook going forward.</p><p><blockquote>该公司将其硬件产品与其软件和服务产品相集成,以提供高价值的解决方案。分析师将该公司在公共云领域的潜力作为他们对未来前景持积极态度的原因。</blockquote></p><p> CEO Ginni Rommety, who had been in the position since 2012, stepped down in January, and the stock market greeted the news in a very positive manner. Arvind Krishna, who has led the company’s cloud computing business, became the new chief executive. Rometty will remain as executive board chair until the end of the year.</p><p><blockquote>自2012年以来一直担任该职位的首席执行官吉尼·罗梅蒂(Ginni Rommety)于1月份辞职,股市以非常积极的方式迎接这一消息。领导该公司云计算业务的Arvind Krishna成为新任首席执行官。罗睿兰将继续担任执行董事会主席直至今年年底。</blockquote></p><p></p><p> Holders of IBM stock receive a 4.69% dividend. The $175 BofA Securities price target is well above the $144.14 consensus figure. The shares closed at $139.82 on Wednesday.</p><p><blockquote>IBM股票持有人获得4.69%的股息。美国银行证券175美元的目标价远高于144.14美元的共识价。该股周三收于139.82美元。</blockquote></p><p> Shareholders receive a 5.21% dividend, which analysts feel comfortable will remain at current levels. The BofA Securities price target is $125, which compares to a $122.48 consensus target and the last Chevron stock trade on Wednesday at $102.93 a share.</p><p><blockquote>股东获得5.21%的股息,分析师认为股息将保持在当前水平。美国银行证券的目标价为125美元,而共识目标价为122.48美元,周三雪佛龙股票最后一次交易价格为每股102.93美元。</blockquote></p><p> LyondellBasell</p><p><blockquote>利安德巴塞尔</blockquote></p><p> This top chemical company with a sterling balance sheet is another solid play for conservative investors. LyondellBasell Industries N.V. (NYSE: LYB) manufactures chemicals and polymers, refines crude oil, produces gasoline blending components and develops and licenses technologies for production of polymers.</p><p><blockquote>这家拥有良好资产负债表的顶级化工公司是保守投资者的另一个可靠选择。利安德巴塞尔工业公司(纽约证券交易所股票代码:LYB)生产化学品和聚合物、精炼原油、生产汽油混合成分以及开发和许可聚合物生产技术。</blockquote></p><p> Over half of earnings are generated in the company’s Olefins and Polyolefins Americas segment, where costs are linked to the price of cheap natural gas in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States, while selling prices are correlated with the price of oil. The company has pursued a strategy of low-cost, high return on invested capital debottlenecks coupled with cash returns to shareholders.</p><p><blockquote>超过一半的收入来自该公司的烯烃和聚烯烃美洲部门,该部门的成本与该地区廉价天然气的价格相关。<a href=\"https://laohu8.com/S/UBNK\">团结的</a>国家,而销售价格与石油价格相关。该公司奉行低成本、高投资资本回报率的战略,消除瓶颈,并向股东提供现金回报。</blockquote></p><p> Note that debottlenecking is the process of identifying specific areas or equipment in oil and gas facilities that limit the flow of product (known as bottlenecks) and optimizing them so that overall capacity in the plant can be increased.</p><p><blockquote>请注意,去瓶颈是识别石油和天然气设施中限制产品流动的特定区域或设备(称为瓶颈)并对其进行优化的过程,以便提高工厂的整体产能。</blockquote></p><p> The company offers a 4.50% dividend. BofA Securities has set a $117 price target. The consensus target is $118.41, and LyondellBasell stock ended Wednesday at $100.40 a share.</p><p><blockquote>该公司提供4.50%的股息。美银证券将目标价定为117美元。共识目标为118.41美元,利安德巴塞尔股票周三收于每股100.40美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://247wallst.com/investing/2021/07/08/5-blue-chip-stocks-to-buy-with-huge-dividends-as-interest-rates-plunge/\">24/7 wall street</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://247wallst.com/investing/2021/07/08/5-blue-chip-stocks-to-buy-with-huge-dividends-as-interest-rates-plunge/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119741032","content_text":"Just last month, we were being warned that interest rates were ready to move meaningfully higher as inflation and the Federal Reserve were teaming up to end the massive low interest rate paradigm we have been stuck in for years. Then, seemingly out of nowhere, rates have dived lower, with the 10-year Treasury trading at a 1.32% yield, down from near 1.70% at the end of May. The benchmark 30-year Treasury bond is back at the 1.94% level. These are the lowest interest rate levels since last winter.\nFor income investors, this is another setback in what has become over a ten-year problem. While rates certainly could rise again, one thing seems certain: the Federal Reserve will not raise rates until it is positive the economy is back at full strength. The only move the Fed looks poised to make in the near term is the beginning of the tapering of the $120 billion per month purchase of Treasury and mortgage debt.\nWe screened the BofA Securities research universe looking for blue chip stocks rated Buy that paid at least a 4% dividend. We found five that are very appealing now to growth and income investors. While all are rated Buy, it is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.\nAltria\nThis maker of tobacco products offers value investors a great entry point now and was hit recently as cigarette sales have slowed. Altria Group Inc. (NYSE: MO) is the parent company of Philip Morris USA (cigarettes), UST (smokeless), John Middleton (cigars), Ste. Michelle Wine Estates and Philip Morris Capital. PMUSA enjoys a 51% share of the U.S. cigarette market, led by its top cigarette brand Marlboro.\nAltria also owns over 10% of Anheuser-Busch InBev, the world’s largest brewer. In March 2008, it spun off its international cigarette business to shareholders. In December 2018, the company acquired 35% of Juul Labs, and it has purchased a 45% stake in cannabis company Cronus for $1.8 billion.\nBofA Securities is very favorable toward the company’s plans for the future:\n\n Management presented at CAGNY (Consumer Analyst Group of New York) where it discussed a new corporate focus on ESG, additional details on its IQOS plans and its “Moving beyond smoking” 10-yr plan. Smokeables (cigarettes/cigars) will remain an important part of its strategy, providing funding behind its long-term growth and shareholder returns. Over the last 5-yrs, smokeable and other comprehensive income grew at a 5.5% compounded annual growth rate despite volume declines.\n\nShareholders receive a 7.35% dividend. The analyst has a $58 target price on the shares, while the consensus target is lower at $53.89. Altria stock closed on Wednesday at $46.79 per share.\nChevron\nThis energy giant is a solid way for investors who are more conservative to be positioned in the sector. Chevron Corp. (NYSE: CVX) is a U.S.-based integrated oil and gas company, with worldwide operations in exploration and production, refining and marketing, transportation and petrochemicals. The company sports a sizable dividend and has a solid place in the sector when it comes to natural gas and liquefied natural gas.\nWith the strongest financial base of the majors, coupled with an attractive relative asset base, many on Wall Street feel that Chevron offers the most straightforwardly positive risk/reward. Although current conditions do not warrant a large focus on production growth, Chevron possesses numerous medium-term drivers (Noble integration, Permian, TCO/WPMP expansion, Gulf of Mexico exploration, Vaca Muerta, and so on) that should support production levels in the coming years.\nIBM\nThis old-school tech giant still offers investors a very solid entry point. International Business Machines Corp. (NYSE: IBM) is a leading provider of enterprise solutions, offering a broad portfolio of information technology (IT) hardware, business and IT services, and a full suite of software solutions.\nThe company integrates its hardware products with its software and services offerings in order to provide high-value solutions. Analysts have cited the company’s potential in the public cloud as a reason for their positive outlook going forward.\nCEO Ginni Rommety, who had been in the position since 2012, stepped down in January, and the stock market greeted the news in a very positive manner. Arvind Krishna, who has led the company’s cloud computing business, became the new chief executive. Rometty will remain as executive board chair until the end of the year.\nHolders of IBM stock receive a 4.69% dividend. The $175 BofA Securities price target is well above the $144.14 consensus figure. The shares closed at $139.82 on Wednesday.\nShareholders receive a 5.21% dividend, which analysts feel comfortable will remain at current levels. The BofA Securities price target is $125, which compares to a $122.48 consensus target and the last Chevron stock trade on Wednesday at $102.93 a share.\nLyondellBasell\nThis top chemical company with a sterling balance sheet is another solid play for conservative investors. LyondellBasell Industries N.V. (NYSE: LYB) manufactures chemicals and polymers, refines crude oil, produces gasoline blending components and develops and licenses technologies for production of polymers.\nOver half of earnings are generated in the company’s Olefins and Polyolefins Americas segment, where costs are linked to the price of cheap natural gas in the United States, while selling prices are correlated with the price of oil. The company has pursued a strategy of low-cost, high return on invested capital debottlenecks coupled with cash returns to shareholders.\nNote that debottlenecking is the process of identifying specific areas or equipment in oil and gas facilities that limit the flow of product (known as bottlenecks) and optimizing them so that overall capacity in the plant can be increased.\nThe company offers a 4.50% dividend. BofA Securities has set a $117 price target. The consensus target is $118.41, and LyondellBasell stock ended Wednesday at $100.40 a share.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154711707,"gmtCreate":1625545014709,"gmtModify":1631889345539,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/154711707","repostId":"2149033827","repostType":4,"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102952917,"gmtCreate":1620174719039,"gmtModify":1634207270013,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":"Rip tech stocks ","listText":"Rip tech stocks ","text":"Rip tech stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/102952917","repostId":"1199199416","repostType":4,"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108690073,"gmtCreate":1620015905192,"gmtModify":1634208497535,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":"Looks interesting. Learning more everyday ","listText":"Looks interesting. Learning more everyday ","text":"Looks interesting. Learning more everyday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/108690073","repostId":"2132548564","repostType":4,"repost":{"id":"2132548564","kind":"highlight","pubTimestamp":1620001778,"share":"https://www.laohu8.com/m/news/2132548564?lang=zh_CN&edition=full","pubTime":"2021-05-03 08:29","market":"us","language":"en","title":"U.S. stocks have risen to all-time highs this year. Should you ‘sell in May and go away’?<blockquote>美股今年已升至历史新高。你应该“在五月卖掉然后离开”吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2132548564","media":"MarketWatch","summary":"In the past, the sell-in-May strategy shakes out better in Europe than in the U.S.\n\nStocks have been","content":"<p>In the past, the sell-in-May strategy shakes out better in Europe than in the U.S.</p><p><blockquote>过去,五月卖出策略在欧洲的效果比在美国更好。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/18b93b4406770158f62b0e2dd392f424\" tg-width=\"1260\" tg-height=\"822\"></p><p><blockquote></blockquote></p><p> Stocks have been on a tear this year, leaving investors to question whether to \"sell in May and go away.\"</p><p><blockquote>今年股市一直在上涨,让投资者质疑是否“在五月卖出并离开”。</blockquote></p><p> \"With stocks at record highs, some investors may be tempted to follow the old adage,\" a team of strategists at UBS Group's global wealth management division, wrote in a note Friday.</p><p><blockquote>瑞银集团全球财富管理部门的策略师团队周五在一份报告中写道:“随着股市创下历史新高,一些投资者可能会倾向于遵循这句古老的格言。”</blockquote></p><p> The hypothesis is that equities tend to underperform in the six months through October, so investors should sell stocks at the start of May, invest in cash and then re-enter the market in late autumn, the strategists said. Historically, the approach has worked for Europe, but not as well in the U.S., according to their note.</p><p><blockquote>策略师表示,假设股市在截至10月份的六个月内往往表现不佳,因此投资者应该在5月初出售股票,投资现金,然后在深秋重新进入市场。根据他们的报告,从历史上看,这种方法在欧洲很有效,但在美国效果不佳。</blockquote></p><p> \"In the U.S., a stay invested strategy has tended to outperform, particularly in recent years,\" the strategists said. \"Market composition, with the U.S. market more tilted towards growth stocks, partly explains the outperformance.\"</p><p><blockquote>策略师表示:“在美国,保持投资策略往往表现出色,尤其是近年来。”“市场构成,美国市场更倾向于成长型股票,部分解释了表现优异的原因。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b499645739c349ea55647a2512665932\" tg-width=\"1064\" tg-height=\"808\"></p><p><blockquote></blockquote></p><p> The technology sector now accounts for 27% of the S&P 500, or much higher than the 8% weighting for the MSCI Europe index, according to UBS. For that reason, investors who tried timing the U.S. equity benchmark for \"seasonal reasons\" would have missed the outperformance of growth stocks in the bull market since the global financial crisis of 2008-09.</p><p><blockquote>瑞银的数据显示,科技行业目前占标普500的27%,远高于MSCI欧洲指数8%的权重。出于这个原因,试图出于“季节性原因”选择美国股市基准时机的投资者将错过自2008-09年全球金融危机以来成长型股票在牛市中的优异表现。</blockquote></p><p> Using the past as a guide, the UBS team recommends staying invested, even through they also point to historical evidence in Europe that supported a sell-in-May strategy.</p><p><blockquote>瑞银团队以过去为指导,建议保持投资,尽管他们也指出欧洲的历史证据支持5月份的卖出策略。</blockquote></p><p> Over the past 15 years, returns in Europe have been negative in June 80% of the time, according to the report. \"This has contributed to a sell-in-May strategy outperforming a stay invested strategy during those years,\" the strategists said.</p><p><blockquote>报告称,在过去15年中,欧洲6月份80%的回报率为负。策略师表示:“这导致5月份卖出策略的表现优于那些年的继续投资策略。”</blockquote></p><p> Meanwhile, the U.S. stock market has risen to all-time records this year, including as recently as this week, as measured by the S&P 500 and Dow Jones Industrial Average benchmarks. The S&P 500 rose to a record 4,211.47 finish on April 29, for example, and was up 11.3% this year as of Friday's close.</p><p><blockquote>与此同时,根据标普500和道琼斯工业平均指数基准衡量,美国股市今年已升至历史纪录,包括最近的本周。例如,标普500在4月29日升至创纪录的4,211.47点,截至周五收盘,今年已上涨11.3%。</blockquote></p><p> \"We are now entering a time of year when stocks have historically found it more challenging to advance,\" according to the UBS report. \"With many equity indexes making new highs, some measures of sentiment looking extended, and ongoing concerns about the spread of new COVID-19 variants,\" some investors may be contemplating selling.</p><p><blockquote>瑞银的报告称:“我们现在正进入一年中历史上股市上涨更具挑战性的时期。”“随着许多股指创下新高,一些情绪指标看起来有所延长,以及对新的COVID-19变种传播的持续担忧,”一些投资者可能正在考虑抛售。</blockquote></p><p> Billionaire investor Leon Cooperman, a self-described \"fully invested bear,\" told CNBC on Friday that he has \"an eye on the exit\" given a coming expected rise in taxes, inflation and a \"reasonably richly appraised market.\"</p><p><blockquote>自称“完全投资空头”的亿万富翁投资者莱昂·库珀曼(Leon Cooperman)周五对CNBC表示,鉴于税收、通胀和“估值相当高的市场”即将到来,他“正在关注退出”。</blockquote></p><p> Ryan Detrick, chief market strategist for LPL Financial, said in a blog Friday that the six months from May through October have been \"some of the weakest months of the year for stocks\" in the past 10 years. \"But with an accommodative Fed, fiscal and monetary policy, along with an economy that is opening faster than nearly anyone expected, we'd use any weakness as an opportunity to add to positions,\" he said.</p><p><blockquote>LPL Financial首席市场策略师Ryan Detrick周五在博客中表示,5月至10月的六个月是过去10年来“股市一年中最疲软的月份”。他表示:“但随着美联储、财政和货币政策的宽松,以及经济开放速度快于几乎所有人的预期,我们会利用任何疲软作为增仓的机会。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/50be26e2a50ece27ce6023a634a9e705\" tg-width=\"1260\" tg-height=\"725\"></p><p><blockquote></blockquote></p><p> \"Here's the catch,\" Detrick said. \"Stocks have actually been higher during these worst months of the year eight of the past ten years.\"</p><p><blockquote>“问题是,”德特里克说。“在过去十年中最糟糕的八个月里,股市实际上走高。”</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>U.S. stocks have risen to all-time highs this year. Should you ‘sell in May and go away’?<blockquote>美股今年已升至历史新高。你应该“在五月卖掉然后离开”吗?</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. stocks have risen to all-time highs this year. Should you ‘sell in May and go away’?<blockquote>美股今年已升至历史新高。你应该“在五月卖掉然后离开”吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-05-03 08:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the past, the sell-in-May strategy shakes out better in Europe than in the U.S.</p><p><blockquote>过去,五月卖出策略在欧洲的效果比在美国更好。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/18b93b4406770158f62b0e2dd392f424\" tg-width=\"1260\" tg-height=\"822\"></p><p><blockquote></blockquote></p><p> Stocks have been on a tear this year, leaving investors to question whether to \"sell in May and go away.\"</p><p><blockquote>今年股市一直在上涨,让投资者质疑是否“在五月卖出并离开”。</blockquote></p><p> \"With stocks at record highs, some investors may be tempted to follow the old adage,\" a team of strategists at UBS Group's global wealth management division, wrote in a note Friday.</p><p><blockquote>瑞银集团全球财富管理部门的策略师团队周五在一份报告中写道:“随着股市创下历史新高,一些投资者可能会倾向于遵循这句古老的格言。”</blockquote></p><p> The hypothesis is that equities tend to underperform in the six months through October, so investors should sell stocks at the start of May, invest in cash and then re-enter the market in late autumn, the strategists said. Historically, the approach has worked for Europe, but not as well in the U.S., according to their note.</p><p><blockquote>策略师表示,假设股市在截至10月份的六个月内往往表现不佳,因此投资者应该在5月初出售股票,投资现金,然后在深秋重新进入市场。根据他们的报告,从历史上看,这种方法在欧洲很有效,但在美国效果不佳。</blockquote></p><p> \"In the U.S., a stay invested strategy has tended to outperform, particularly in recent years,\" the strategists said. \"Market composition, with the U.S. market more tilted towards growth stocks, partly explains the outperformance.\"</p><p><blockquote>策略师表示:“在美国,保持投资策略往往表现出色,尤其是近年来。”“市场构成,美国市场更倾向于成长型股票,部分解释了表现优异的原因。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b499645739c349ea55647a2512665932\" tg-width=\"1064\" tg-height=\"808\"></p><p><blockquote></blockquote></p><p> The technology sector now accounts for 27% of the S&P 500, or much higher than the 8% weighting for the MSCI Europe index, according to UBS. For that reason, investors who tried timing the U.S. equity benchmark for \"seasonal reasons\" would have missed the outperformance of growth stocks in the bull market since the global financial crisis of 2008-09.</p><p><blockquote>瑞银的数据显示,科技行业目前占标普500的27%,远高于MSCI欧洲指数8%的权重。出于这个原因,试图出于“季节性原因”选择美国股市基准时机的投资者将错过自2008-09年全球金融危机以来成长型股票在牛市中的优异表现。</blockquote></p><p> Using the past as a guide, the UBS team recommends staying invested, even through they also point to historical evidence in Europe that supported a sell-in-May strategy.</p><p><blockquote>瑞银团队以过去为指导,建议保持投资,尽管他们也指出欧洲的历史证据支持5月份的卖出策略。</blockquote></p><p> Over the past 15 years, returns in Europe have been negative in June 80% of the time, according to the report. \"This has contributed to a sell-in-May strategy outperforming a stay invested strategy during those years,\" the strategists said.</p><p><blockquote>报告称,在过去15年中,欧洲6月份80%的回报率为负。策略师表示:“这导致5月份卖出策略的表现优于那些年的继续投资策略。”</blockquote></p><p> Meanwhile, the U.S. stock market has risen to all-time records this year, including as recently as this week, as measured by the S&P 500 and Dow Jones Industrial Average benchmarks. The S&P 500 rose to a record 4,211.47 finish on April 29, for example, and was up 11.3% this year as of Friday's close.</p><p><blockquote>与此同时,根据标普500和道琼斯工业平均指数基准衡量,美国股市今年已升至历史纪录,包括最近的本周。例如,标普500在4月29日升至创纪录的4,211.47点,截至周五收盘,今年已上涨11.3%。</blockquote></p><p> \"We are now entering a time of year when stocks have historically found it more challenging to advance,\" according to the UBS report. \"With many equity indexes making new highs, some measures of sentiment looking extended, and ongoing concerns about the spread of new COVID-19 variants,\" some investors may be contemplating selling.</p><p><blockquote>瑞银的报告称:“我们现在正进入一年中历史上股市上涨更具挑战性的时期。”“随着许多股指创下新高,一些情绪指标看起来有所延长,以及对新的COVID-19变种传播的持续担忧,”一些投资者可能正在考虑抛售。</blockquote></p><p> Billionaire investor Leon Cooperman, a self-described \"fully invested bear,\" told CNBC on Friday that he has \"an eye on the exit\" given a coming expected rise in taxes, inflation and a \"reasonably richly appraised market.\"</p><p><blockquote>自称“完全投资空头”的亿万富翁投资者莱昂·库珀曼(Leon Cooperman)周五对CNBC表示,鉴于税收、通胀和“估值相当高的市场”即将到来,他“正在关注退出”。</blockquote></p><p> Ryan Detrick, chief market strategist for LPL Financial, said in a blog Friday that the six months from May through October have been \"some of the weakest months of the year for stocks\" in the past 10 years. \"But with an accommodative Fed, fiscal and monetary policy, along with an economy that is opening faster than nearly anyone expected, we'd use any weakness as an opportunity to add to positions,\" he said.</p><p><blockquote>LPL Financial首席市场策略师Ryan Detrick周五在博客中表示,5月至10月的六个月是过去10年来“股市一年中最疲软的月份”。他表示:“但随着美联储、财政和货币政策的宽松,以及经济开放速度快于几乎所有人的预期,我们会利用任何疲软作为增仓的机会。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/50be26e2a50ece27ce6023a634a9e705\" tg-width=\"1260\" tg-height=\"725\"></p><p><blockquote></blockquote></p><p> \"Here's the catch,\" Detrick said. \"Stocks have actually been higher during these worst months of the year eight of the past ten years.\"</p><p><blockquote>“问题是,”德特里克说。“在过去十年中最糟糕的八个月里,股市实际上走高。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/u-s-stocks-have-risen-to-all-time-highs-this-year-should-you-sell-in-may-and-go-away-11619818845?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":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SH":"做空标普500-Proshares","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares"},"source_url":"https://www.marketwatch.com/story/u-s-stocks-have-risen-to-all-time-highs-this-year-should-you-sell-in-may-and-go-away-11619818845?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132548564","content_text":"In the past, the sell-in-May strategy shakes out better in Europe than in the U.S.\n\nStocks have been on a tear this year, leaving investors to question whether to \"sell in May and go away.\"\n\"With stocks at record highs, some investors may be tempted to follow the old adage,\" a team of strategists at UBS Group's global wealth management division, wrote in a note Friday.\nThe hypothesis is that equities tend to underperform in the six months through October, so investors should sell stocks at the start of May, invest in cash and then re-enter the market in late autumn, the strategists said. Historically, the approach has worked for Europe, but not as well in the U.S., according to their note.\n\"In the U.S., a stay invested strategy has tended to outperform, particularly in recent years,\" the strategists said. \"Market composition, with the U.S. market more tilted towards growth stocks, partly explains the outperformance.\"\n\nThe technology sector now accounts for 27% of the S&P 500, or much higher than the 8% weighting for the MSCI Europe index, according to UBS. For that reason, investors who tried timing the U.S. equity benchmark for \"seasonal reasons\" would have missed the outperformance of growth stocks in the bull market since the global financial crisis of 2008-09.\nUsing the past as a guide, the UBS team recommends staying invested, even through they also point to historical evidence in Europe that supported a sell-in-May strategy.\nOver the past 15 years, returns in Europe have been negative in June 80% of the time, according to the report. \"This has contributed to a sell-in-May strategy outperforming a stay invested strategy during those years,\" the strategists said.\nMeanwhile, the U.S. stock market has risen to all-time records this year, including as recently as this week, as measured by the S&P 500 and Dow Jones Industrial Average benchmarks. The S&P 500 rose to a record 4,211.47 finish on April 29, for example, and was up 11.3% this year as of Friday's close.\n\"We are now entering a time of year when stocks have historically found it more challenging to advance,\" according to the UBS report. \"With many equity indexes making new highs, some measures of sentiment looking extended, and ongoing concerns about the spread of new COVID-19 variants,\" some investors may be contemplating selling.\nBillionaire investor Leon Cooperman, a self-described \"fully invested bear,\" told CNBC on Friday that he has \"an eye on the exit\" given a coming expected rise in taxes, inflation and a \"reasonably richly appraised market.\"\nRyan Detrick, chief market strategist for LPL Financial, said in a blog Friday that the six months from May through October have been \"some of the weakest months of the year for stocks\" in the past 10 years. \"But with an accommodative Fed, fiscal and monetary policy, along with an economy that is opening faster than nearly anyone expected, we'd use any weakness as an opportunity to add to positions,\" he said.\n\n\"Here's the catch,\" Detrick said. \"Stocks have actually been higher during these worst months of the year eight of the past ten years.\"","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"ESmain":0.9,"UPRO":0.9,".IXIC":0.9,"SPXU":0.9,"SDS":0.9,"SH":0.9,".DJI":0.9,"OEF":0.9,"OEX":0.9,"SSO":0.9,"IVV":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893055193,"gmtCreate":1628223639912,"gmtModify":1631883857776,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":"So good","listText":"So good","text":"So good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893055193","repostId":"1188253337","repostType":4,"repost":{"id":"1188253337","kind":"news","pubTimestamp":1628216944,"share":"https://www.laohu8.com/m/news/1188253337?lang=zh_CN&edition=full","pubTime":"2021-08-06 10:29","market":"us","language":"en","title":"The S&P 500 Can Rise Another 6% This Year, Goldman Sachs Says. Why It’s So Upbeat.<blockquote>高盛表示,标普500今年可能再上涨6%。为什么这么乐观。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188253337","media":"Barrons","summary":"Goldman Sachs strategists raised their target for the S&P 500, saying corporate earnings have been t","content":"<p>Goldman Sachs strategists raised their target for the S&P 500, saying corporate earnings have been too strong to ignore and that bond yields are remaining stubbornly low.</p><p><blockquote>高盛策略师上调了标普500的目标,称企业盈利强劲,不容忽视,债券收益率仍居高不下。</blockquote></p><p> The investment bank now says the market benchmark could reach 4700 by year-end, up from its previous call of 4300. That implies a gain of just over 6% from the index’s current level.</p><p><blockquote>该投资银行现在表示,到年底,市场基准可能会达到4700点,高于之前4300点的看涨期权。这意味着该指数较当前水平上涨略高于6%。</blockquote></p><p> One of the main factors behind the more upbeat view is that second-quarter earnings are coming in far higher than expected, exceeding expectations by historically wide margins. The Goldman strategists now expect aggregate earnings per share for companies in the S&P 500 will be $207 this year, up from a previous forecast of $193. For 2022, they are expecting aggregate EPS of $212, up from $202.</p><p><blockquote>更为乐观的观点背后的主要因素之一是第二季度盈利远高于预期,超出预期的幅度为历史上较大。高盛策略师目前预计,标普500公司今年的每股总收益将为207美元,高于此前预测的193美元。他们预计2022年总每股收益为212美元,高于202美元。</blockquote></p><p> The forecasts represent respective year-over-year growth of 45% and 2%, as pent-up demand drives this year’s profits past 2019 levels, before growth moderates in 2022. The strategists incorporated a corporate tax-rate increase into their 2022 profit projection, reducing it slightly.</p><p><blockquote>预测分别为45%和2%的同比增长,因为被压抑的需求推动今年的利润超过2019年的水平,然后增长将在2022年放缓。策略师将企业税率上调纳入2022年利润预测中,并略有降低。</blockquote></p><p> The other key consideration is that valuations could remain fairly high because bond yields remain low. Goldman sees stocks in the index trading at an average of 22.1 times the per-share earnings expected for the 2022, slightly higher than the current 21 times. Low bond yields reduce the appeal of investing in fixed-income securities, as well as increasing the current value of future profits.</p><p><blockquote>另一个关键考虑因素是,由于债券收益率仍然较低,估值可能仍然相当高。高盛预计该指数股票的平均交易价格是2022年每股收益预期的22.1倍,略高于目前的21倍。低债券收益率降低了投资固定收益证券的吸引力,也增加了未来利润的现值。</blockquote></p><p> “Lower interest rates than expected support a stable forward P/E multiple of 22x,” wrote David Kostin, Goldman Sachs’ chief U.S. equity strategist.</p><p><blockquote>高盛首席美国股票策略师David Kostin写道:“低于预期的利率支撑了22倍的稳定预期市盈率。”</blockquote></p><p> The strategists lowered their forecast for the 10-year Treasury yield to 1.6% from 1.9% by year-end. Yields are now at 1.2%, even as inflation expectations have risen and some market participants have seen buying the debt as a good trade.</p><p><blockquote>策略师将年底前10年期国债收益率预期从1.9%下调至1.6%。尽管通胀预期上升,一些市场参与者认为购买债券是一笔不错的交易,但收益率目前仍为1.2%。</blockquote></p><p> <b>I</b>nflation is expected to be a bit over 2% for the long term, according to St. Louis Fed data, and bond investors usually demand a return greater than the rate of inflation. But the 10-year Treasury yield has remained far below expected inflation, even after a period during which some investors were piling into the debt, sending the price up and the yield down.</p><p><blockquote><b>我</b>根据圣路易斯联储的数据,长期通胀率预计将略高于2%,债券投资者通常要求高于通胀率的回报。但10年期国债收益率仍远低于预期通胀,即使在一些投资者大量买入债券导致价格上涨和收益率下降的一段时间之后。</blockquote></p><p> Goldman’s 2021 target for the S&P 500 implies an earnings yield for stocks that would be 3 percentage points higher than what investors can get from bonds at 1.6%. And that makes stock valuations look reasonable.</p><p><blockquote>高盛2021年标普500目标意味着股票收益率将比投资者从债券中获得的1.6%高出3个百分点。这使得股票估值看起来合理。</blockquote></p><p> The current Goldilocks environment—a sturdy economy, but with low bond yields—is keeping stocks in favor.</p><p><blockquote>当前的金发姑娘环境——经济强劲,但债券收益率较低——使股市受到青睐。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500 Can Rise Another 6% This Year, Goldman Sachs Says. Why It’s So Upbeat.<blockquote>高盛表示,标普500今年可能再上涨6%。为什么这么乐观。</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\">\nThe S&P 500 Can Rise Another 6% This Year, Goldman Sachs Says. Why It’s So Upbeat.<blockquote>高盛表示,标普500今年可能再上涨6%。为什么这么乐观。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-06 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Goldman Sachs strategists raised their target for the S&P 500, saying corporate earnings have been too strong to ignore and that bond yields are remaining stubbornly low.</p><p><blockquote>高盛策略师上调了标普500的目标,称企业盈利强劲,不容忽视,债券收益率仍居高不下。</blockquote></p><p> The investment bank now says the market benchmark could reach 4700 by year-end, up from its previous call of 4300. That implies a gain of just over 6% from the index’s current level.</p><p><blockquote>该投资银行现在表示,到年底,市场基准可能会达到4700点,高于之前4300点的看涨期权。这意味着该指数较当前水平上涨略高于6%。</blockquote></p><p> One of the main factors behind the more upbeat view is that second-quarter earnings are coming in far higher than expected, exceeding expectations by historically wide margins. The Goldman strategists now expect aggregate earnings per share for companies in the S&P 500 will be $207 this year, up from a previous forecast of $193. For 2022, they are expecting aggregate EPS of $212, up from $202.</p><p><blockquote>更为乐观的观点背后的主要因素之一是第二季度盈利远高于预期,超出预期的幅度为历史上较大。高盛策略师目前预计,标普500公司今年的每股总收益将为207美元,高于此前预测的193美元。他们预计2022年总每股收益为212美元,高于202美元。</blockquote></p><p> The forecasts represent respective year-over-year growth of 45% and 2%, as pent-up demand drives this year’s profits past 2019 levels, before growth moderates in 2022. The strategists incorporated a corporate tax-rate increase into their 2022 profit projection, reducing it slightly.</p><p><blockquote>预测分别为45%和2%的同比增长,因为被压抑的需求推动今年的利润超过2019年的水平,然后增长将在2022年放缓。策略师将企业税率上调纳入2022年利润预测中,并略有降低。</blockquote></p><p> The other key consideration is that valuations could remain fairly high because bond yields remain low. Goldman sees stocks in the index trading at an average of 22.1 times the per-share earnings expected for the 2022, slightly higher than the current 21 times. Low bond yields reduce the appeal of investing in fixed-income securities, as well as increasing the current value of future profits.</p><p><blockquote>另一个关键考虑因素是,由于债券收益率仍然较低,估值可能仍然相当高。高盛预计该指数股票的平均交易价格是2022年每股收益预期的22.1倍,略高于目前的21倍。低债券收益率降低了投资固定收益证券的吸引力,也增加了未来利润的现值。</blockquote></p><p> “Lower interest rates than expected support a stable forward P/E multiple of 22x,” wrote David Kostin, Goldman Sachs’ chief U.S. equity strategist.</p><p><blockquote>高盛首席美国股票策略师David Kostin写道:“低于预期的利率支撑了22倍的稳定预期市盈率。”</blockquote></p><p> The strategists lowered their forecast for the 10-year Treasury yield to 1.6% from 1.9% by year-end. Yields are now at 1.2%, even as inflation expectations have risen and some market participants have seen buying the debt as a good trade.</p><p><blockquote>策略师将年底前10年期国债收益率预期从1.9%下调至1.6%。尽管通胀预期上升,一些市场参与者认为购买债券是一笔不错的交易,但收益率目前仍为1.2%。</blockquote></p><p> <b>I</b>nflation is expected to be a bit over 2% for the long term, according to St. Louis Fed data, and bond investors usually demand a return greater than the rate of inflation. But the 10-year Treasury yield has remained far below expected inflation, even after a period during which some investors were piling into the debt, sending the price up and the yield down.</p><p><blockquote><b>我</b>根据圣路易斯联储的数据,长期通胀率预计将略高于2%,债券投资者通常要求高于通胀率的回报。但10年期国债收益率仍远低于预期通胀,即使在一些投资者大量买入债券导致价格上涨和收益率下降的一段时间之后。</blockquote></p><p> Goldman’s 2021 target for the S&P 500 implies an earnings yield for stocks that would be 3 percentage points higher than what investors can get from bonds at 1.6%. And that makes stock valuations look reasonable.</p><p><blockquote>高盛2021年标普500目标意味着股票收益率将比投资者从债券中获得的1.6%高出3个百分点。这使得股票估值看起来合理。</blockquote></p><p> The current Goldilocks environment—a sturdy economy, but with low bond yields—is keeping stocks in favor.</p><p><blockquote>当前的金发姑娘环境——经济强劲,但债券收益率较低——使股市受到青睐。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stock-market-sp-500-more-gains-goldman-sachs-51628182610?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stock-market-sp-500-more-gains-goldman-sachs-51628182610?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188253337","content_text":"Goldman Sachs strategists raised their target for the S&P 500, saying corporate earnings have been too strong to ignore and that bond yields are remaining stubbornly low.\nThe investment bank now says the market benchmark could reach 4700 by year-end, up from its previous call of 4300. That implies a gain of just over 6% from the index’s current level.\nOne of the main factors behind the more upbeat view is that second-quarter earnings are coming in far higher than expected, exceeding expectations by historically wide margins. The Goldman strategists now expect aggregate earnings per share for companies in the S&P 500 will be $207 this year, up from a previous forecast of $193. For 2022, they are expecting aggregate EPS of $212, up from $202.\nThe forecasts represent respective year-over-year growth of 45% and 2%, as pent-up demand drives this year’s profits past 2019 levels, before growth moderates in 2022. The strategists incorporated a corporate tax-rate increase into their 2022 profit projection, reducing it slightly.\nThe other key consideration is that valuations could remain fairly high because bond yields remain low. Goldman sees stocks in the index trading at an average of 22.1 times the per-share earnings expected for the 2022, slightly higher than the current 21 times. Low bond yields reduce the appeal of investing in fixed-income securities, as well as increasing the current value of future profits.\n“Lower interest rates than expected support a stable forward P/E multiple of 22x,” wrote David Kostin, Goldman Sachs’ chief U.S. equity strategist.\nThe strategists lowered their forecast for the 10-year Treasury yield to 1.6% from 1.9% by year-end. Yields are now at 1.2%, even as inflation expectations have risen and some market participants have seen buying the debt as a good trade.\nInflation is expected to be a bit over 2% for the long term, according to St. Louis Fed data, and bond investors usually demand a return greater than the rate of inflation. But the 10-year Treasury yield has remained far below expected inflation, even after a period during which some investors were piling into the debt, sending the price up and the yield down.\nGoldman’s 2021 target for the S&P 500 implies an earnings yield for stocks that would be 3 percentage points higher than what investors can get from bonds at 1.6%. And that makes stock valuations look reasonable.\nThe current Goldilocks environment—a sturdy economy, but with low bond yields—is keeping stocks in favor.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132166940,"gmtCreate":1622076329480,"gmtModify":1634184107275,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/132166940","repostId":"2138233141","repostType":4,"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151436300,"gmtCreate":1625101759200,"gmtModify":1631889345563,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":"Good comment ","listText":"Good comment ","text":"Good comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151436300","repostId":"2148431298","repostType":4,"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125501152,"gmtCreate":1624678274376,"gmtModify":1631889345621,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/125501152","repostId":"1100072036","repostType":4,"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123314836,"gmtCreate":1624409035025,"gmtModify":1631893294037,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123314836","repostId":"2145066828","repostType":4,"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167684931,"gmtCreate":1624265510323,"gmtModify":1631893294062,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":"No not Apple….","listText":"No not Apple….","text":"No not Apple….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167684931","repostId":"1175906479","repostType":4,"repost":{"id":"1175906479","kind":"news","pubTimestamp":1624242000,"share":"https://www.laohu8.com/m/news/1175906479?lang=zh_CN&edition=full","pubTime":"2021-06-21 10:20","market":"us","language":"en","title":"Apple: Winter Is Coming<blockquote>苹果:冬天来了</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175906479","media":"seekingalpha","summary":"Apple's stock has rallied 449% in the last five years, outperforming the 102% rise in the S&P 500 over the same period.I initiate Apple with a Neutral rating and a fair value of $111.42/share .In the enterprise market, customers across many industries are accelerating their adoption of iPhone 12 and 5G as a key platform for the future of their business. Delta Airlines, for example, is putting iPhone 12 and 5G connectivity into the hands of flight attendants so they can provide the best passenger","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Apple's stock has rallied 449% in the last five years, outperforming the 102% rise in the S&P 500 over the same period.</li> <li>I initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share).</li> <li>From the technical analysis point of view, the stock price is following its ascending triangle pattern and it is heading to the price target of $137/share.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4dc5052119e6bbc5b693cf7385d8738\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><span>Michael M. Santiago/Getty Images NewsCompany Overview</span></p><p><blockquote><ul><li>苹果股价在过去五年中上涨了449%,跑赢了标普500同期102%的涨幅。</li><li>我给予苹果中性评级,公允价值为111.42美元/股(当前价格为131.7美元/股)。</li><li>从技术分析角度来看,股价正遵循上升三角形形态,正向137美元/股的目标价迈进。</li></ul><p class=\"t-img-caption\"><span>Michael M.Santiago/Getty Images新闻公司概述</span></p></blockquote></p><p> Apple Inc (AAPL) stock has rallied 449% in the last five years, outperforming the 102% rise in the S&P 500 over the same period. An outstanding return supported by underlying fundamentals. In particular, I would like to start the analysis with the latter.</p><p><blockquote>苹果公司(AAPL)股价在过去五年中上涨了449%,跑赢了标普500同期102%的涨幅。由基本面支持的出色回报。我特别想从后者开始分析。</blockquote></p><p> Over the last two decades, the dominant driver of Apple's success has been the iPhone. In 2016, iPhones accounted for 63% of total sales. This was a problem for Apple, and they knew it. The problem existed due to two main factors: first, the smartphone business was mature (with low growth rates); second, it was (and it is) a highly competitive business. However, Apple had something other competitors didn't have, a big iPhone owner base (which allows to sell more services for instance). Through the years Apple has been able to effectively diversify its revenue stream and it currently presents the structure represented below.</p><p><blockquote>在过去的二十年里,苹果成功的主要驱动力一直是iPhone。2016年,iPhone占总销量的63%。这对苹果来说是个问题,他们知道这一点。这个问题的存在主要有两个因素:第一,智能手机业务已经成熟(增长率较低);其次,它过去是(现在也是)一个竞争激烈的行业。然而,苹果拥有其他竞争对手所没有的东西,即庞大的iPhone用户群(例如,这允许销售更多服务)。多年来,苹果一直能够有效地实现其收入来源多元化,目前的结构如下所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4602be0c6fa92191baf04a7496c4e024\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> Let's now take a look at each of these segments:</p><p><blockquote>现在让我们来看看这些部分:</blockquote></p><p> <b>1. iPhone</b></p><p><blockquote><b>1.iPhone</b></blockquote></p><p> From 2016 to 2020, the iPhone segment grew at a CAGR of 0.20% and it changed from representing 63.4% (2016) of total sales to 51% (\"TTM\"). I present below the growth rate for the iPhone segment over the last 5 years (2016-TTM).</p><p><blockquote>自2016年至2020年,iPhone分部的复合年增长率为0.20%,并由佔总销售额的63.4%(2016年)变为51%(“TTM”)。我在下面展示了iPhone细分市场在过去5年(2016-TTM)的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/916b48499e3e3ed2c0c167af3ba62bdb\" tg-width=\"607\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用最新10-K报告的数据进行的估计</span></p></blockquote></p><p> So far this year the iPhone segment is showing a growth rate of 18.5% TTM, fueled by the new family of iPhone12 with 5G capabilities, and with interesting data coming from China. I believe that the transition to 5G will be the main driver of the growth in this segment. In this manner, I would like to report a piece of the transcript from theQ2 earnings call.</p><p><blockquote>今年到目前为止,在具有5G功能的新iPhone12系列以及来自中国的有趣数据的推动下,iPhone细分市场的TTM增长率为18.5%。我相信向5G的过渡将是该细分市场增长的主要驱动力。我想以这种方式报告第二季度收益看涨期权的一段文字记录。</blockquote></p><p> <i>In the enterprise market, customers across many industries are accelerating their adoption of iPhone 12 and 5G as a key platform for the future of their business. Delta Airlines, for example, is putting iPhone 12 and 5G connectivity into the hands of flight attendants so they can provide the best passenger service possible as air travel rebounds.Openreach in the U.K. has started equipping tens of thousands of field engineers with iPhone 12 to speed up their deployment of broadband services to homes around the country. And UCHealth, a large health care provider in Colorado, was able to reduce per patient vaccination time from 3 minutes to only 30 seconds largely by moving from PC stations to iPhones. This has allowed their staff to rapidly scan and register new patients and vastly increase their daily vaccination capacity.</i> <b>2. iPad</b></p><p><blockquote><i>在企业市场,许多行业的客户都在加速采用iPhone 12和5G,将其作为未来业务的关键平台。例如,达美航空正在将iPhone 12和5G连接交给空乘人员,以便他们能够在航空旅行反弹时提供尽可能最好的乘客服务。英国的Openreach已开始为数万名现场工程师配备iPhone 12加快向全国家庭部署宽带服务。科罗拉多州的一家大型医疗保健提供商UCHealth能够将每位患者的疫苗接种时间从3分钟减少到30秒,这主要是通过从PC工作站转移到iPhone。这使得他们的工作人员能够快速扫描和登记新患者,并大大提高他们的日常疫苗接种能力。</i><b>2.iPad</b></blockquote></p><p> As it was in the past, the iPad segment is more or less a constant number as a % of total sales, 9.6% in 2016 vs 9.1% TTM. From 2016 to 2020, the iPad segment grew at a CAGR of 3.56% (with an improving overall trend). I present below the growth rate for the iPad segment over the last 5 years (2016-TTM).</p><p><blockquote>与过去一样,iPad细分市场占总销售额的百分比或多或少是一个恒定的数字,2016年为9.6%,而TTM为9.1%。从2016年到2020年,iPad细分市场的CAGR增长率为3.56%(整体趋势有所改善)。我在下面展示了iPad细分市场在过去5年(2016-TTM)的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6faf9ddb8d29d662fcaa46bbda862f48\" tg-width=\"616\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> The TTM numbers show us an interesting picture with a growth rate of 24.9% TTM for the iPad segment which are driven by 3 factors: the M1 chip, the new 5G capabilities, and the fact that we were all at home. I see a lot of ways in which this new generation of iPads can be implemented. However, I also have to admit that there is a big player swimming in the same sea, the new 2-1 Laptops. The new 2-1 Laptops are a very interesting solution for those looking to have the best of the two worlds. In this last view, the iPad segment may represent a lower % of total sales, around 7.8% (vs current 9.1%).</p><p><blockquote>TTM数据向我们展示了一幅有趣的画面,iPad细分市场的TTM增长率为24.9%,这是由三个因素推动的:M1芯片、新的5G功能以及我们都在家的事实。我看到了很多实现新一代iPads的方法。不过,我也不得不承认,还有一个大玩家在同一个海里游泳,那就是新的2-1笔记本电脑。对于那些希望两全其美的人来说,新的2-1笔记本电脑是一个非常有趣的解决方案。在最后一种观点中,iPad细分市场占总销售额的比例可能较低,约为7.8%(目前为9.1%)。</blockquote></p><p> <b>3. Mac</b></p><p><blockquote><b>3.三月</b></blockquote></p><p></p><p> From 2016 to 2020, the Mac segment grew at a CAGR of 5.81%, and also here, as it is for the iPad segment, the Mac segment represents a more or less constant number as % of total sales 10.6% in 2016 vs 10.4% TTM. I present below the growth rate for the Mac segment over the last 5 years (2016-TTM).</p><p><blockquote>从2016年到2020年,Mac细分市场的CAGR增长率为5.81%,与iPad细分市场一样,Mac细分市场在2016年占总销售额的比例为10.6%,而TTM为10.4%。我在下面介绍了过去5年(2016-TTM)Mac细分市场的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2494d89c1d5cd70a4cf0c5fb31fb20a\" tg-width=\"614\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> The generation of new Macs powered by the M1 chip seems to be appreciated by the customers, in fact, the Mac segment presents a growth rate of 18.4% TTM so far this year. I personally tried this new generation of Macs and I have to admit, Apple knows very well how to delight its customers. Personal PCs are a highly competitive market and, even if I like and I use Apple products, I prefer to work with a Lenovo.</p><p><blockquote>采用M1芯片的新一代Mac似乎受到了客户的赞赏,事实上,今年迄今为止,Mac细分市场的TTM增长率为18.4%。我亲自尝试了这款新一代MAC电脑,我不得不承认,苹果非常知道如何取悦顾客。个人电脑是一个竞争激烈的市场,即使我喜欢并使用苹果产品,我也更喜欢与联想合作。</blockquote></p><p> <b>4. Wearables, Home, and Accessories (WH&A)</b></p><p><blockquote><b>4.可穿戴设备、家居和配件(WH&A)</b></blockquote></p><p> The Wearables, Home, and Accessories segment includes sales of AirPods, Apple TV, Apple Watch, Beats products, HomePod, etc. This is where it gets interesting. From 2016 to 2020, the WH&A segment grew at a CAGR of 28.78%, and it changed from representing only 5.2% of total sales in 2016 to represent 10.8% TTM. I present below the growth rate for the WH&A segment over the last 5 years (2016-TTM).</p><p><blockquote>可穿戴设备、家居和配件部门包括AirPods、苹果电视、苹果手表、Beats产品、HomePod等的销售。这就是有趣的地方。从2016年到2020年,WH&A分部的复合年增长率为28.78%,从2016年仅占总销售额的5.2%变为占TTM的10.8%。我在下面列出了过去5年(2016-TTM)WH&A细分市场的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e16432a1ae66aa9dda7a4f969a9cfcdf\" tg-width=\"607\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> The WH&A segment is showing a growth rate of 14.7% TTM driven by a strong performance from both Apple Watch Series 6 and Apple Watch SE. Apple Watch may have a very bright future in the years ahead, driven by Apple entering into the healthcare market. In fact, it can be used to monitor the health status of the person. Imagine you being close to having a heart attack, your Apple Watch may call an ambulance and save your life, not bad no? Finally, let's don't forget also the launch of Apple TV 4K and of the newest accessory, AirTag (I don't see a market for the latter, but I may be wrong).</p><p><blockquote>在苹果手表系列6和苹果手表SE的强劲表现的推动下,WH&A细分市场的TTM增长率为14.7%。在苹果进入医疗保健市场的推动下,苹果观察在未来几年可能会有一个非常光明的未来。事实上,它可以用来监测人的健康状况。想象一下,你即将心脏病发作,你的苹果手表可能会看涨期权一辆救护车并挽救你的生命,不错不是吗?最后,我们不要忘记苹果电视4K和最新配件AirTag的推出(我没有看到后者的市场,但我可能是错的)。</blockquote></p><p> <b>5. Services</b></p><p><blockquote><b>5.服务</b></blockquote></p><p> Services include sales from the Company’s advertising, AppleCare, digital content, and other services. From 2016 to 2020, the Services segment grew at a CAGR of 21.9% and it changed from representing 11.3% of total sales in 2016 to represent 18.6% TTM. I present below the growth rate for the Services segment over the last 5 years (2016-TTM).</p><p><blockquote>服务包括公司广告、AppleCare、数字内容和其他服务的销售。于二零一六年至二零二零年,服务分部的复合年增长率为21.9%,并由二零一六年佔总销售额的11.3%变为佔TTM的18.6%。我在下面列出了过去5年(2016-TTM)服务部门的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af34eb1ba8fffd690a75318f8cf805f7\" tg-width=\"610\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> To date, the Services segment is showing a growth rate of 12.3% TTM. The growth is driven by App Store, Cloud Services, Music, Advertising, and Payment Services. The new services, Apple TV+, Apple Arcade, Apple News+, and Apple Card, are also starting to contribute to overall services growth, and continue to add users, content, and features. I believe that in the future, the Services segment will be the company's dominant segment. Below I present an interesting part I extrapolated from theQ4 earnings call.</p><p><blockquote>迄今为止,服务部门的TTM增长率为12.3%。这一增长是由应用商店、云服务、音乐、广告和支付服务推动的。苹果TV+、苹果街机、苹果新闻+和苹果卡等新服务也开始为整体服务增长做出贡献,并继续增加用户、内容和功能。我相信,未来,服务板块将是公司的主导板块。下面我展示了我从第四季度收益看涨期权中推断出来的有趣部分。</blockquote></p><p> <i>First, our installed base continues to grow and is at an all-time high across each major product category. Second, the number of both transacting and paid accounts on our digital content stores reached a new all-time high during the September quarter, with paid accounts increasing double digits in each of our geographic segments.Third, paid subscriptions grew more than 35 million sequentially, and we now have over 585 million paid subscriptions across the services on our platform, up 135 million from just a year ago. With this momentum, we are very confident to reach and exceed our increased target of 600 million paid subscriptions before the end of calendar 2020.</i> <b>Company Analysis</b></p><p><blockquote><i>首先,我们的安装基础持续增长,并且在每个主要产品类别中都处于历史最高水平。其次,我们数字内容商店上的交易账户和付费账户数量在9月份季度均创下历史新高,每个地理区域的付费账户均以两位数增长。第三,付费订阅量环比增长超过3500万,目前我们平台上的服务付费订阅量超过5.85亿,比一年前增加了1.35亿。凭借这一势头,我们非常有信心在2020年底前达到并超过6亿付费订阅的增加目标。</i><b>公司分析</b></blockquote></p><p> I initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share). The fair value is an algorithm-adjusted value that accounts for different factors, fundamental and technical (e.g. DCF fair value, Momentum, etc.), and so it takes into consideration the Mr. Market mood. At the same time, the fair value which I obtained through the DCF model is equal to $105.68/share. Now before showing the results, the numbers used as the base are the trailing twelve-month numbers. Moreover, I also restated the financials since I capitalized on R&D expenses with an amortizable life of 3 years. I don't believe that in the case of Apple, R&D is an operating expense and for this reason, I treat it as CapEx. By taking into account the R&D, the following metrics have been restated (all numbers in $mm).</p><p><blockquote>我给予苹果中性评级,公允价值为111.42美元/股(当前价格为131.7美元/股)。公允价值是算法调整后的价值,考虑了不同的因素,基本面和技术面(如DCF公允价值、动量等)。),因此它考虑了市场先生的情绪。同时,我通过DCF模型获得的公允价值等于105.68美元/股。现在,在显示结果之前,用作基数的数字是过去12个月的数字。此外,我还重述了财务数据,因为我将可摊销期限为3年的研发费用资本化。我不认为就苹果而言,研发是一项运营费用,因此,我将其视为资本支出。考虑到研发,以下指标已被重述(所有数字均以百万美元为单位)。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7a2222a8e8b9088e619b0b971193a1f\" tg-width=\"569\" tg-height=\"262\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> It is very important to capitalize on R&D expense, if we don't, we are just keeping the company's biggest asset off-balance sheet.</p><p><blockquote>利用研发费用非常重要,如果我们不这样做,我们只是将公司最大的资产保留在资产负债表之外。</blockquote></p><p> <b>Discounted Cash Flow Model</b></p><p><blockquote><b>折现现金流量模型</b></blockquote></p><p> Now, let's turn to the discounted cash flow valuation part. Below, you can see the results with the relative assumptions I have made.</p><p><blockquote>现在,让我们转向贴现现金流估值部分。下面,你可以看到我所做的相对假设的结果。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2da633d931f51b493d897d9c87ecee5\" tg-width=\"640\" tg-height=\"262\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> Now, this time I also present along with my estimates three possible scenarios:</p><p><blockquote>现在,这次我还提出了三种可能的情况以及我的估计:</blockquote></p><p> <ul> <li><i>Base Case Scenario</i>: The above DCF model represents my base case scenario. In the base case scenario, I assume the drivers of growth to be: the iPhone segment (driven by 5G transition), the Services segment (driven by a broader customer base), and the new powered M1 Macs segment. Under this scenario, I assume a Y1 growth rate of 12%, a CAGR Y2-Y5 of 7.1%, and a target operating margin in Y10 of 27%. The DCF fair value under this scenario is $105.68/share.</li> <li><i>Best Case Scenario</i>: The business is booming! In the best-case scenario, I see again as the main drivers the one which I described for the base case scenario, however, in addition, I see a greater market penetration in China. Over the last 5 years, we can observe a falling pattern for sales in China, however, this year sales jumped 39.7% (with the iPhone segment rising substantially). Under this scenario, I assume a Y1 growth rate of 14%, a CAGR Y2-Y5 of 9.1%, and a target operating margin in Y10 of 30%. The DCF fair value under this scenario is $130.32/share.</li> <li><i>Worst Case Scenario</i>: Well, this is a scenario that I would like to call like \"mature company scenario\". Under this scenario I see Apple growing a little above the growth rate of the economy and for this reason, I assume a Y1 growth rate of 10%, a CAGR Y2-Y5 of 3.1%, and a target operating margin in Y10 of 25%. The DCF fair value under this scenario is $81.03/share.</li> </ul> Finally, for each scenario, I see Apple entering into the health care market with its Apple Watch. As you can imagine, I assign a different likelihood of market penetration in each of these scenarios.</p><p><blockquote><ul><li><i>基本情况</i>:上面的DCF模型代表了我的基本情况。在基本情况下,我假设增长的驱动力是:iPhone细分市场(由5G过渡驱动)、服务细分市场(由更广泛的客户群驱动)和新的M1 MAC细分市场。在这种情况下,我假设Y1增长率为12%,Y2-Y5复合年增长率为7.1%,Y10的目标营业利润率为27%。在这种情况下,DCF公允价值为105.68美元/股。</li><li><i>最佳情况</i>:生意火爆!在最好的情况下,我再次将我在基本情况中描述的主要驱动因素视为主要驱动因素,但是,此外,我还看到中国的市场渗透率更高。在过去的5年里,我们可以观察到中国的销售额呈下降趋势,然而,今年的销售额增长了39.7%(iPhone细分市场大幅增长)。在这种情况下,我假设Y1增长率为14%,Y2-Y5复合年增长率为9.1%,Y10的目标营业利润率为30%。在这种情况下,DCF公允价值为130.32美元/股。</li><li><i>最坏的情况</i>:嗯,这是一个我想看涨期权为“成熟公司场景”的场景。在这种情况下,我认为苹果的增长略高于经济增长率,因此,我假设Y1增长率为10%,Y2-Y5复合年增长率为3.1%,Y10的目标营业利润率为25%。在这种情况下,DCF公允价值为81.03美元/股。</li></ul>最后,对于每种情况,我都看到苹果凭借其苹果手表进入医疗保健市场。正如你可以想象的那样,我在每种情况下分配了不同的市场渗透可能性。</blockquote></p><p> <b>Sensitivity Analysis</b></p><p><blockquote><b>敏感性分析</b></blockquote></p><p> Moreover, I also would like to provide the sensitivity analysis for the base case scenario.</p><p><blockquote>此外,我还想提供基本情况的敏感性分析。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95f00eba768526d07d68fd846ecf998d\" tg-width=\"640\" tg-height=\"462\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> <b>Technical Analysis</b></p><p><blockquote><b>技术分析</b></blockquote></p><p> From the technical analysis point of view, I don't see any problem yet. The stock price is in a bullish mode, currently within an ascending triangle pattern. As of right now, the stock price is following its pattern and it is heading to the price target of $137/share or point D, where it is likely to bounce and head back to point E. If this scenario happens, point E is usually the point where stock price bounces once again and from that point, the stock goes higher (it is just a technical analysis assumption, take it as is).</p><p><blockquote>从技术分析的角度来看,我还没有看到任何问题。股价处于看涨模式,目前处于上升三角形形态。截至目前,股价正在遵循其模式,正朝着137美元/股或D点的目标价迈进,在那里它可能会反弹并回到E点。如果这种情况发生,E点通常是股价再次反弹的点,从该点开始,股票走高(这只是一个技术分析假设,照原样)。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecf3e5f45dcb5e30b092c02bbf94d6f9\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"><span>Source:TradingView.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:TradingView.com</span></p></blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> Apple is a mature company that is able to see a problem and solve it years ahead. By looking at the fair value, computed under the base case scenario, we can argue that the stock is currently overvalued but not by that much. For what concern risks, the difference between the best-case and the worst-case scenario can be used as a proxy of risk. Taking this into consideration I don't see big reasoning to panic, however, it is also true that I see an upcoming correction for the market. Many indicators, technical and fundamental, are suggesting to me that the market is too heavy right now (even if the S&P500 may go higher, perhaps in the 4400 area). To conclude, I don't think to close out my whole Apple position, however, I will close out 60% of it once it reaches my price target.</p><p><blockquote>苹果是一家成熟的公司,能够在未来几年发现问题并解决它。通过查看在基本情况下计算的公允价值,我们可以认为该股票目前被高估,但没有高估那么多。对于什么关注风险,最好情况和最坏情况之间的差异可以用作风险的代理。考虑到这一点,我认为没有什么理由恐慌,但是,我确实看到市场即将出现调整。许多技术和基本面指标都向我表明,市场目前过于沉重(即使标准普尔500指数可能会走高,也许会在4400点区域)。总而言之,我不认为要平仓我的整个苹果头寸,但是,一旦达到我的价格目标,我会平仓其中的60%。</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>Apple: Winter Is Coming<blockquote>苹果:冬天来了</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\">\nApple: Winter Is Coming<blockquote>苹果:冬天来了</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-21 10:20</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>Apple's stock has rallied 449% in the last five years, outperforming the 102% rise in the S&P 500 over the same period.</li> <li>I initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share).</li> <li>From the technical analysis point of view, the stock price is following its ascending triangle pattern and it is heading to the price target of $137/share.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4dc5052119e6bbc5b693cf7385d8738\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><span>Michael M. Santiago/Getty Images NewsCompany Overview</span></p><p><blockquote><ul><li>苹果股价在过去五年中上涨了449%,跑赢了标普500同期102%的涨幅。</li><li>我给予苹果中性评级,公允价值为111.42美元/股(当前价格为131.7美元/股)。</li><li>从技术分析角度来看,股价正遵循上升三角形形态,正向137美元/股的目标价迈进。</li></ul><p class=\"t-img-caption\"><span>Michael M.Santiago/Getty Images新闻公司概述</span></p></blockquote></p><p> Apple Inc (AAPL) stock has rallied 449% in the last five years, outperforming the 102% rise in the S&P 500 over the same period. An outstanding return supported by underlying fundamentals. In particular, I would like to start the analysis with the latter.</p><p><blockquote>苹果公司(AAPL)股价在过去五年中上涨了449%,跑赢了标普500同期102%的涨幅。由基本面支持的出色回报。我特别想从后者开始分析。</blockquote></p><p> Over the last two decades, the dominant driver of Apple's success has been the iPhone. In 2016, iPhones accounted for 63% of total sales. This was a problem for Apple, and they knew it. The problem existed due to two main factors: first, the smartphone business was mature (with low growth rates); second, it was (and it is) a highly competitive business. However, Apple had something other competitors didn't have, a big iPhone owner base (which allows to sell more services for instance). Through the years Apple has been able to effectively diversify its revenue stream and it currently presents the structure represented below.</p><p><blockquote>在过去的二十年里,苹果成功的主要驱动力一直是iPhone。2016年,iPhone占总销量的63%。这对苹果来说是个问题,他们知道这一点。这个问题的存在主要有两个因素:第一,智能手机业务已经成熟(增长率较低);其次,它过去是(现在也是)一个竞争激烈的行业。然而,苹果拥有其他竞争对手所没有的东西,即庞大的iPhone用户群(例如,这允许销售更多服务)。多年来,苹果一直能够有效地实现其收入来源多元化,目前的结构如下所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4602be0c6fa92191baf04a7496c4e024\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> Let's now take a look at each of these segments:</p><p><blockquote>现在让我们来看看这些部分:</blockquote></p><p> <b>1. iPhone</b></p><p><blockquote><b>1.iPhone</b></blockquote></p><p> From 2016 to 2020, the iPhone segment grew at a CAGR of 0.20% and it changed from representing 63.4% (2016) of total sales to 51% (\"TTM\"). I present below the growth rate for the iPhone segment over the last 5 years (2016-TTM).</p><p><blockquote>自2016年至2020年,iPhone分部的复合年增长率为0.20%,并由佔总销售额的63.4%(2016年)变为51%(“TTM”)。我在下面展示了iPhone细分市场在过去5年(2016-TTM)的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/916b48499e3e3ed2c0c167af3ba62bdb\" tg-width=\"607\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用最新10-K报告的数据进行的估计</span></p></blockquote></p><p> So far this year the iPhone segment is showing a growth rate of 18.5% TTM, fueled by the new family of iPhone12 with 5G capabilities, and with interesting data coming from China. I believe that the transition to 5G will be the main driver of the growth in this segment. In this manner, I would like to report a piece of the transcript from theQ2 earnings call.</p><p><blockquote>今年到目前为止,在具有5G功能的新iPhone12系列以及来自中国的有趣数据的推动下,iPhone细分市场的TTM增长率为18.5%。我相信向5G的过渡将是该细分市场增长的主要驱动力。我想以这种方式报告第二季度收益看涨期权的一段文字记录。</blockquote></p><p> <i>In the enterprise market, customers across many industries are accelerating their adoption of iPhone 12 and 5G as a key platform for the future of their business. Delta Airlines, for example, is putting iPhone 12 and 5G connectivity into the hands of flight attendants so they can provide the best passenger service possible as air travel rebounds.Openreach in the U.K. has started equipping tens of thousands of field engineers with iPhone 12 to speed up their deployment of broadband services to homes around the country. And UCHealth, a large health care provider in Colorado, was able to reduce per patient vaccination time from 3 minutes to only 30 seconds largely by moving from PC stations to iPhones. This has allowed their staff to rapidly scan and register new patients and vastly increase their daily vaccination capacity.</i> <b>2. iPad</b></p><p><blockquote><i>在企业市场,许多行业的客户都在加速采用iPhone 12和5G,将其作为未来业务的关键平台。例如,达美航空正在将iPhone 12和5G连接交给空乘人员,以便他们能够在航空旅行反弹时提供尽可能最好的乘客服务。英国的Openreach已开始为数万名现场工程师配备iPhone 12加快向全国家庭部署宽带服务。科罗拉多州的一家大型医疗保健提供商UCHealth能够将每位患者的疫苗接种时间从3分钟减少到30秒,这主要是通过从PC工作站转移到iPhone。这使得他们的工作人员能够快速扫描和登记新患者,并大大提高他们的日常疫苗接种能力。</i><b>2.iPad</b></blockquote></p><p> As it was in the past, the iPad segment is more or less a constant number as a % of total sales, 9.6% in 2016 vs 9.1% TTM. From 2016 to 2020, the iPad segment grew at a CAGR of 3.56% (with an improving overall trend). I present below the growth rate for the iPad segment over the last 5 years (2016-TTM).</p><p><blockquote>与过去一样,iPad细分市场占总销售额的百分比或多或少是一个恒定的数字,2016年为9.6%,而TTM为9.1%。从2016年到2020年,iPad细分市场的CAGR增长率为3.56%(整体趋势有所改善)。我在下面展示了iPad细分市场在过去5年(2016-TTM)的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6faf9ddb8d29d662fcaa46bbda862f48\" tg-width=\"616\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> The TTM numbers show us an interesting picture with a growth rate of 24.9% TTM for the iPad segment which are driven by 3 factors: the M1 chip, the new 5G capabilities, and the fact that we were all at home. I see a lot of ways in which this new generation of iPads can be implemented. However, I also have to admit that there is a big player swimming in the same sea, the new 2-1 Laptops. The new 2-1 Laptops are a very interesting solution for those looking to have the best of the two worlds. In this last view, the iPad segment may represent a lower % of total sales, around 7.8% (vs current 9.1%).</p><p><blockquote>TTM数据向我们展示了一幅有趣的画面,iPad细分市场的TTM增长率为24.9%,这是由三个因素推动的:M1芯片、新的5G功能以及我们都在家的事实。我看到了很多实现新一代iPads的方法。不过,我也不得不承认,还有一个大玩家在同一个海里游泳,那就是新的2-1笔记本电脑。对于那些希望两全其美的人来说,新的2-1笔记本电脑是一个非常有趣的解决方案。在最后一种观点中,iPad细分市场占总销售额的比例可能较低,约为7.8%(目前为9.1%)。</blockquote></p><p> <b>3. Mac</b></p><p><blockquote><b>3.三月</b></blockquote></p><p></p><p> From 2016 to 2020, the Mac segment grew at a CAGR of 5.81%, and also here, as it is for the iPad segment, the Mac segment represents a more or less constant number as % of total sales 10.6% in 2016 vs 10.4% TTM. I present below the growth rate for the Mac segment over the last 5 years (2016-TTM).</p><p><blockquote>从2016年到2020年,Mac细分市场的CAGR增长率为5.81%,与iPad细分市场一样,Mac细分市场在2016年占总销售额的比例为10.6%,而TTM为10.4%。我在下面介绍了过去5年(2016-TTM)Mac细分市场的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2494d89c1d5cd70a4cf0c5fb31fb20a\" tg-width=\"614\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> The generation of new Macs powered by the M1 chip seems to be appreciated by the customers, in fact, the Mac segment presents a growth rate of 18.4% TTM so far this year. I personally tried this new generation of Macs and I have to admit, Apple knows very well how to delight its customers. Personal PCs are a highly competitive market and, even if I like and I use Apple products, I prefer to work with a Lenovo.</p><p><blockquote>采用M1芯片的新一代Mac似乎受到了客户的赞赏,事实上,今年迄今为止,Mac细分市场的TTM增长率为18.4%。我亲自尝试了这款新一代MAC电脑,我不得不承认,苹果非常知道如何取悦顾客。个人电脑是一个竞争激烈的市场,即使我喜欢并使用苹果产品,我也更喜欢与联想合作。</blockquote></p><p> <b>4. Wearables, Home, and Accessories (WH&A)</b></p><p><blockquote><b>4.可穿戴设备、家居和配件(WH&A)</b></blockquote></p><p> The Wearables, Home, and Accessories segment includes sales of AirPods, Apple TV, Apple Watch, Beats products, HomePod, etc. This is where it gets interesting. From 2016 to 2020, the WH&A segment grew at a CAGR of 28.78%, and it changed from representing only 5.2% of total sales in 2016 to represent 10.8% TTM. I present below the growth rate for the WH&A segment over the last 5 years (2016-TTM).</p><p><blockquote>可穿戴设备、家居和配件部门包括AirPods、苹果电视、苹果手表、Beats产品、HomePod等的销售。这就是有趣的地方。从2016年到2020年,WH&A分部的复合年增长率为28.78%,从2016年仅占总销售额的5.2%变为占TTM的10.8%。我在下面列出了过去5年(2016-TTM)WH&A细分市场的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e16432a1ae66aa9dda7a4f969a9cfcdf\" tg-width=\"607\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> The WH&A segment is showing a growth rate of 14.7% TTM driven by a strong performance from both Apple Watch Series 6 and Apple Watch SE. Apple Watch may have a very bright future in the years ahead, driven by Apple entering into the healthcare market. In fact, it can be used to monitor the health status of the person. Imagine you being close to having a heart attack, your Apple Watch may call an ambulance and save your life, not bad no? Finally, let's don't forget also the launch of Apple TV 4K and of the newest accessory, AirTag (I don't see a market for the latter, but I may be wrong).</p><p><blockquote>在苹果手表系列6和苹果手表SE的强劲表现的推动下,WH&A细分市场的TTM增长率为14.7%。在苹果进入医疗保健市场的推动下,苹果观察在未来几年可能会有一个非常光明的未来。事实上,它可以用来监测人的健康状况。想象一下,你即将心脏病发作,你的苹果手表可能会看涨期权一辆救护车并挽救你的生命,不错不是吗?最后,我们不要忘记苹果电视4K和最新配件AirTag的推出(我没有看到后者的市场,但我可能是错的)。</blockquote></p><p> <b>5. Services</b></p><p><blockquote><b>5.服务</b></blockquote></p><p> Services include sales from the Company’s advertising, AppleCare, digital content, and other services. From 2016 to 2020, the Services segment grew at a CAGR of 21.9% and it changed from representing 11.3% of total sales in 2016 to represent 18.6% TTM. I present below the growth rate for the Services segment over the last 5 years (2016-TTM).</p><p><blockquote>服务包括公司广告、AppleCare、数字内容和其他服务的销售。于二零一六年至二零二零年,服务分部的复合年增长率为21.9%,并由二零一六年佔总销售额的11.3%变为佔TTM的18.6%。我在下面列出了过去5年(2016-TTM)服务部门的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af34eb1ba8fffd690a75318f8cf805f7\" tg-width=\"610\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> To date, the Services segment is showing a growth rate of 12.3% TTM. The growth is driven by App Store, Cloud Services, Music, Advertising, and Payment Services. The new services, Apple TV+, Apple Arcade, Apple News+, and Apple Card, are also starting to contribute to overall services growth, and continue to add users, content, and features. I believe that in the future, the Services segment will be the company's dominant segment. Below I present an interesting part I extrapolated from theQ4 earnings call.</p><p><blockquote>迄今为止,服务部门的TTM增长率为12.3%。这一增长是由应用商店、云服务、音乐、广告和支付服务推动的。苹果TV+、苹果街机、苹果新闻+和苹果卡等新服务也开始为整体服务增长做出贡献,并继续增加用户、内容和功能。我相信,未来,服务板块将是公司的主导板块。下面我展示了我从第四季度收益看涨期权中推断出来的有趣部分。</blockquote></p><p> <i>First, our installed base continues to grow and is at an all-time high across each major product category. Second, the number of both transacting and paid accounts on our digital content stores reached a new all-time high during the September quarter, with paid accounts increasing double digits in each of our geographic segments.Third, paid subscriptions grew more than 35 million sequentially, and we now have over 585 million paid subscriptions across the services on our platform, up 135 million from just a year ago. With this momentum, we are very confident to reach and exceed our increased target of 600 million paid subscriptions before the end of calendar 2020.</i> <b>Company Analysis</b></p><p><blockquote><i>首先,我们的安装基础持续增长,并且在每个主要产品类别中都处于历史最高水平。其次,我们数字内容商店上的交易账户和付费账户数量在9月份季度均创下历史新高,每个地理区域的付费账户均以两位数增长。第三,付费订阅量环比增长超过3500万,目前我们平台上的服务付费订阅量超过5.85亿,比一年前增加了1.35亿。凭借这一势头,我们非常有信心在2020年底前达到并超过6亿付费订阅的增加目标。</i><b>公司分析</b></blockquote></p><p> I initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share). The fair value is an algorithm-adjusted value that accounts for different factors, fundamental and technical (e.g. DCF fair value, Momentum, etc.), and so it takes into consideration the Mr. Market mood. At the same time, the fair value which I obtained through the DCF model is equal to $105.68/share. Now before showing the results, the numbers used as the base are the trailing twelve-month numbers. Moreover, I also restated the financials since I capitalized on R&D expenses with an amortizable life of 3 years. I don't believe that in the case of Apple, R&D is an operating expense and for this reason, I treat it as CapEx. By taking into account the R&D, the following metrics have been restated (all numbers in $mm).</p><p><blockquote>我给予苹果中性评级,公允价值为111.42美元/股(当前价格为131.7美元/股)。公允价值是算法调整后的价值,考虑了不同的因素,基本面和技术面(如DCF公允价值、动量等)。),因此它考虑了市场先生的情绪。同时,我通过DCF模型获得的公允价值等于105.68美元/股。现在,在显示结果之前,用作基数的数字是过去12个月的数字。此外,我还重述了财务数据,因为我将可摊销期限为3年的研发费用资本化。我不认为就苹果而言,研发是一项运营费用,因此,我将其视为资本支出。考虑到研发,以下指标已被重述(所有数字均以百万美元为单位)。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7a2222a8e8b9088e619b0b971193a1f\" tg-width=\"569\" tg-height=\"262\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> It is very important to capitalize on R&D expense, if we don't, we are just keeping the company's biggest asset off-balance sheet.</p><p><blockquote>利用研发费用非常重要,如果我们不这样做,我们只是将公司最大的资产保留在资产负债表之外。</blockquote></p><p> <b>Discounted Cash Flow Model</b></p><p><blockquote><b>折现现金流量模型</b></blockquote></p><p> Now, let's turn to the discounted cash flow valuation part. Below, you can see the results with the relative assumptions I have made.</p><p><blockquote>现在,让我们转向贴现现金流估值部分。下面,你可以看到我所做的相对假设的结果。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2da633d931f51b493d897d9c87ecee5\" tg-width=\"640\" tg-height=\"262\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> Now, this time I also present along with my estimates three possible scenarios:</p><p><blockquote>现在,这次我还提出了三种可能的情况以及我的估计:</blockquote></p><p> <ul> <li><i>Base Case Scenario</i>: The above DCF model represents my base case scenario. In the base case scenario, I assume the drivers of growth to be: the iPhone segment (driven by 5G transition), the Services segment (driven by a broader customer base), and the new powered M1 Macs segment. Under this scenario, I assume a Y1 growth rate of 12%, a CAGR Y2-Y5 of 7.1%, and a target operating margin in Y10 of 27%. The DCF fair value under this scenario is $105.68/share.</li> <li><i>Best Case Scenario</i>: The business is booming! In the best-case scenario, I see again as the main drivers the one which I described for the base case scenario, however, in addition, I see a greater market penetration in China. Over the last 5 years, we can observe a falling pattern for sales in China, however, this year sales jumped 39.7% (with the iPhone segment rising substantially). Under this scenario, I assume a Y1 growth rate of 14%, a CAGR Y2-Y5 of 9.1%, and a target operating margin in Y10 of 30%. The DCF fair value under this scenario is $130.32/share.</li> <li><i>Worst Case Scenario</i>: Well, this is a scenario that I would like to call like \"mature company scenario\". Under this scenario I see Apple growing a little above the growth rate of the economy and for this reason, I assume a Y1 growth rate of 10%, a CAGR Y2-Y5 of 3.1%, and a target operating margin in Y10 of 25%. The DCF fair value under this scenario is $81.03/share.</li> </ul> Finally, for each scenario, I see Apple entering into the health care market with its Apple Watch. As you can imagine, I assign a different likelihood of market penetration in each of these scenarios.</p><p><blockquote><ul><li><i>基本情况</i>:上面的DCF模型代表了我的基本情况。在基本情况下,我假设增长的驱动力是:iPhone细分市场(由5G过渡驱动)、服务细分市场(由更广泛的客户群驱动)和新的M1 MAC细分市场。在这种情况下,我假设Y1增长率为12%,Y2-Y5复合年增长率为7.1%,Y10的目标营业利润率为27%。在这种情况下,DCF公允价值为105.68美元/股。</li><li><i>最佳情况</i>:生意火爆!在最好的情况下,我再次将我在基本情况中描述的主要驱动因素视为主要驱动因素,但是,此外,我还看到中国的市场渗透率更高。在过去的5年里,我们可以观察到中国的销售额呈下降趋势,然而,今年的销售额增长了39.7%(iPhone细分市场大幅增长)。在这种情况下,我假设Y1增长率为14%,Y2-Y5复合年增长率为9.1%,Y10的目标营业利润率为30%。在这种情况下,DCF公允价值为130.32美元/股。</li><li><i>最坏的情况</i>:嗯,这是一个我想看涨期权为“成熟公司场景”的场景。在这种情况下,我认为苹果的增长略高于经济增长率,因此,我假设Y1增长率为10%,Y2-Y5复合年增长率为3.1%,Y10的目标营业利润率为25%。在这种情况下,DCF公允价值为81.03美元/股。</li></ul>最后,对于每种情况,我都看到苹果凭借其苹果手表进入医疗保健市场。正如你可以想象的那样,我在每种情况下分配了不同的市场渗透可能性。</blockquote></p><p> <b>Sensitivity Analysis</b></p><p><blockquote><b>敏感性分析</b></blockquote></p><p> Moreover, I also would like to provide the sensitivity analysis for the base case scenario.</p><p><blockquote>此外,我还想提供基本情况的敏感性分析。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95f00eba768526d07d68fd846ecf998d\" tg-width=\"640\" tg-height=\"462\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> <b>Technical Analysis</b></p><p><blockquote><b>技术分析</b></blockquote></p><p> From the technical analysis point of view, I don't see any problem yet. The stock price is in a bullish mode, currently within an ascending triangle pattern. As of right now, the stock price is following its pattern and it is heading to the price target of $137/share or point D, where it is likely to bounce and head back to point E. If this scenario happens, point E is usually the point where stock price bounces once again and from that point, the stock goes higher (it is just a technical analysis assumption, take it as is).</p><p><blockquote>从技术分析的角度来看,我还没有看到任何问题。股价处于看涨模式,目前处于上升三角形形态。截至目前,股价正在遵循其模式,正朝着137美元/股或D点的目标价迈进,在那里它可能会反弹并回到E点。如果这种情况发生,E点通常是股价再次反弹的点,从该点开始,股票走高(这只是一个技术分析假设,照原样)。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecf3e5f45dcb5e30b092c02bbf94d6f9\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"><span>Source:TradingView.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:TradingView.com</span></p></blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> Apple is a mature company that is able to see a problem and solve it years ahead. By looking at the fair value, computed under the base case scenario, we can argue that the stock is currently overvalued but not by that much. For what concern risks, the difference between the best-case and the worst-case scenario can be used as a proxy of risk. Taking this into consideration I don't see big reasoning to panic, however, it is also true that I see an upcoming correction for the market. Many indicators, technical and fundamental, are suggesting to me that the market is too heavy right now (even if the S&P500 may go higher, perhaps in the 4400 area). To conclude, I don't think to close out my whole Apple position, however, I will close out 60% of it once it reaches my price target.</p><p><blockquote>苹果是一家成熟的公司,能够在未来几年发现问题并解决它。通过查看在基本情况下计算的公允价值,我们可以认为该股票目前被高估,但没有高估那么多。对于什么关注风险,最好情况和最坏情况之间的差异可以用作风险的代理。考虑到这一点,我认为没有什么理由恐慌,但是,我确实看到市场即将出现调整。许多技术和基本面指标都向我表明,市场目前过于沉重(即使标准普尔500指数可能会走高,也许会在4400点区域)。总而言之,我不认为要平仓我的整个苹果头寸,但是,一旦达到我的价格目标,我会平仓其中的60%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4435760-apple-stock-aapl-winter-is-coming\">seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4435760-apple-stock-aapl-winter-is-coming","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175906479","content_text":"Summary\n\nApple's stock has rallied 449% in the last five years, outperforming the 102% rise in the S&P 500 over the same period.\nI initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share).\nFrom the technical analysis point of view, the stock price is following its ascending triangle pattern and it is heading to the price target of $137/share.\n\nMichael M. Santiago/Getty Images NewsCompany Overview\nApple Inc (AAPL) stock has rallied 449% in the last five years, outperforming the 102% rise in the S&P 500 over the same period. An outstanding return supported by underlying fundamentals. In particular, I would like to start the analysis with the latter.\nOver the last two decades, the dominant driver of Apple's success has been the iPhone. In 2016, iPhones accounted for 63% of total sales. This was a problem for Apple, and they knew it. The problem existed due to two main factors: first, the smartphone business was mature (with low growth rates); second, it was (and it is) a highly competitive business. However, Apple had something other competitors didn't have, a big iPhone owner base (which allows to sell more services for instance). Through the years Apple has been able to effectively diversify its revenue stream and it currently presents the structure represented below.\nSource:Author's estimates using data from the latest 10-K report\nLet's now take a look at each of these segments:\n1. iPhone\nFrom 2016 to 2020, the iPhone segment grew at a CAGR of 0.20% and it changed from representing 63.4% (2016) of total sales to 51% (\"TTM\"). I present below the growth rate for the iPhone segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest10-K report\nSo far this year the iPhone segment is showing a growth rate of 18.5% TTM, fueled by the new family of iPhone12 with 5G capabilities, and with interesting data coming from China. I believe that the transition to 5G will be the main driver of the growth in this segment. In this manner, I would like to report a piece of the transcript from theQ2 earnings call.\n\nIn the enterprise market, customers across many industries are accelerating their adoption of iPhone 12 and 5G as a key platform for the future of their business. Delta Airlines, for example, is putting iPhone 12 and 5G connectivity into the hands of flight attendants so they can provide the best passenger service possible as air travel rebounds.Openreach in the U.K. has started equipping tens of thousands of field engineers with iPhone 12 to speed up their deployment of broadband services to homes around the country. And UCHealth, a large health care provider in Colorado, was able to reduce per patient vaccination time from 3 minutes to only 30 seconds largely by moving from PC stations to iPhones. This has allowed their staff to rapidly scan and register new patients and vastly increase their daily vaccination capacity.\n\n2. iPad\nAs it was in the past, the iPad segment is more or less a constant number as a % of total sales, 9.6% in 2016 vs 9.1% TTM. From 2016 to 2020, the iPad segment grew at a CAGR of 3.56% (with an improving overall trend). I present below the growth rate for the iPad segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest 10-K report\nThe TTM numbers show us an interesting picture with a growth rate of 24.9% TTM for the iPad segment which are driven by 3 factors: the M1 chip, the new 5G capabilities, and the fact that we were all at home. I see a lot of ways in which this new generation of iPads can be implemented. However, I also have to admit that there is a big player swimming in the same sea, the new 2-1 Laptops. The new 2-1 Laptops are a very interesting solution for those looking to have the best of the two worlds. In this last view, the iPad segment may represent a lower % of total sales, around 7.8% (vs current 9.1%).\n3. Mac\nFrom 2016 to 2020, the Mac segment grew at a CAGR of 5.81%, and also here, as it is for the iPad segment, the Mac segment represents a more or less constant number as % of total sales 10.6% in 2016 vs 10.4% TTM. I present below the growth rate for the Mac segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest 10-K report\nThe generation of new Macs powered by the M1 chip seems to be appreciated by the customers, in fact, the Mac segment presents a growth rate of 18.4% TTM so far this year. I personally tried this new generation of Macs and I have to admit, Apple knows very well how to delight its customers. Personal PCs are a highly competitive market and, even if I like and I use Apple products, I prefer to work with a Lenovo.\n4. Wearables, Home, and Accessories (WH&A)\nThe Wearables, Home, and Accessories segment includes sales of AirPods, Apple TV, Apple Watch, Beats products, HomePod, etc. This is where it gets interesting. From 2016 to 2020, the WH&A segment grew at a CAGR of 28.78%, and it changed from representing only 5.2% of total sales in 2016 to represent 10.8% TTM. I present below the growth rate for the WH&A segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest 10-K report\nThe WH&A segment is showing a growth rate of 14.7% TTM driven by a strong performance from both Apple Watch Series 6 and Apple Watch SE. Apple Watch may have a very bright future in the years ahead, driven by Apple entering into the healthcare market. In fact, it can be used to monitor the health status of the person. Imagine you being close to having a heart attack, your Apple Watch may call an ambulance and save your life, not bad no? Finally, let's don't forget also the launch of Apple TV 4K and of the newest accessory, AirTag (I don't see a market for the latter, but I may be wrong).\n5. Services\nServices include sales from the Company’s advertising, AppleCare, digital content, and other services. From 2016 to 2020, the Services segment grew at a CAGR of 21.9% and it changed from representing 11.3% of total sales in 2016 to represent 18.6% TTM. I present below the growth rate for the Services segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest 10-K report\nTo date, the Services segment is showing a growth rate of 12.3% TTM. The growth is driven by App Store, Cloud Services, Music, Advertising, and Payment Services. The new services, Apple TV+, Apple Arcade, Apple News+, and Apple Card, are also starting to contribute to overall services growth, and continue to add users, content, and features. I believe that in the future, the Services segment will be the company's dominant segment. Below I present an interesting part I extrapolated from theQ4 earnings call.\n\nFirst, our installed base continues to grow and is at an all-time high across each major product category. Second, the number of both transacting and paid accounts on our digital content stores reached a new all-time high during the September quarter, with paid accounts increasing double digits in each of our geographic segments.Third, paid subscriptions grew more than 35 million sequentially, and we now have over 585 million paid subscriptions across the services on our platform, up 135 million from just a year ago. With this momentum, we are very confident to reach and exceed our increased target of 600 million paid subscriptions before the end of calendar 2020.\n\nCompany Analysis\nI initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share). The fair value is an algorithm-adjusted value that accounts for different factors, fundamental and technical (e.g. DCF fair value, Momentum, etc.), and so it takes into consideration the Mr. Market mood. At the same time, the fair value which I obtained through the DCF model is equal to $105.68/share. Now before showing the results, the numbers used as the base are the trailing twelve-month numbers. Moreover, I also restated the financials since I capitalized on R&D expenses with an amortizable life of 3 years. I don't believe that in the case of Apple, R&D is an operating expense and for this reason, I treat it as CapEx. By taking into account the R&D, the following metrics have been restated (all numbers in $mm).\nSource:Author's estimates using data from the latest 10-K report\nIt is very important to capitalize on R&D expense, if we don't, we are just keeping the company's biggest asset off-balance sheet.\nDiscounted Cash Flow Model\nNow, let's turn to the discounted cash flow valuation part. Below, you can see the results with the relative assumptions I have made.\nSource:Author's estimates using data from the latest 10-K report\nNow, this time I also present along with my estimates three possible scenarios:\n\nBase Case Scenario: The above DCF model represents my base case scenario. In the base case scenario, I assume the drivers of growth to be: the iPhone segment (driven by 5G transition), the Services segment (driven by a broader customer base), and the new powered M1 Macs segment. Under this scenario, I assume a Y1 growth rate of 12%, a CAGR Y2-Y5 of 7.1%, and a target operating margin in Y10 of 27%. The DCF fair value under this scenario is $105.68/share.\nBest Case Scenario: The business is booming! In the best-case scenario, I see again as the main drivers the one which I described for the base case scenario, however, in addition, I see a greater market penetration in China. Over the last 5 years, we can observe a falling pattern for sales in China, however, this year sales jumped 39.7% (with the iPhone segment rising substantially). Under this scenario, I assume a Y1 growth rate of 14%, a CAGR Y2-Y5 of 9.1%, and a target operating margin in Y10 of 30%. The DCF fair value under this scenario is $130.32/share.\nWorst Case Scenario: Well, this is a scenario that I would like to call like \"mature company scenario\". Under this scenario I see Apple growing a little above the growth rate of the economy and for this reason, I assume a Y1 growth rate of 10%, a CAGR Y2-Y5 of 3.1%, and a target operating margin in Y10 of 25%. The DCF fair value under this scenario is $81.03/share.\n\nFinally, for each scenario, I see Apple entering into the health care market with its Apple Watch. As you can imagine, I assign a different likelihood of market penetration in each of these scenarios.\nSensitivity Analysis\nMoreover, I also would like to provide the sensitivity analysis for the base case scenario.\nSource:Author's estimates using data from the latest 10-K report\nTechnical Analysis\nFrom the technical analysis point of view, I don't see any problem yet. The stock price is in a bullish mode, currently within an ascending triangle pattern. As of right now, the stock price is following its pattern and it is heading to the price target of $137/share or point D, where it is likely to bounce and head back to point E. If this scenario happens, point E is usually the point where stock price bounces once again and from that point, the stock goes higher (it is just a technical analysis assumption, take it as is).\nSource:TradingView.com\nFinal Thoughts\nApple is a mature company that is able to see a problem and solve it years ahead. By looking at the fair value, computed under the base case scenario, we can argue that the stock is currently overvalued but not by that much. For what concern risks, the difference between the best-case and the worst-case scenario can be used as a proxy of risk. Taking this into consideration I don't see big reasoning to panic, however, it is also true that I see an upcoming correction for the market. Many indicators, technical and fundamental, are suggesting to me that the market is too heavy right now (even if the S&P500 may go higher, perhaps in the 4400 area). To conclude, I don't think to close out my whole Apple position, however, I will close out 60% of it once it reaches my price target.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180707864,"gmtCreate":1623225498358,"gmtModify":1634035624822,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":"Damnnn","listText":"Damnnn","text":"Damnnn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/180707864","repostId":"1192761016","repostType":4,"repost":{"id":"1192761016","kind":"news","pubTimestamp":1623210192,"share":"https://www.laohu8.com/m/news/1192761016?lang=zh_CN&edition=full","pubTime":"2021-06-09 11:43","market":"us","language":"en","title":"Wall Street Is Lighting a Fire Under These 2 Stocks<blockquote>华尔街正在点燃这两只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192761016","media":"fool","summary":"Wall Street still has a huge amount of influence over stocks. Especially when it comes to day-to-day","content":"<p>Wall Street still has a huge amount of influence over stocks. Especially when it comes to day-to-day fluctuations, you can often attribute big gains or losses to what analysts have to say about a company.</p><p><blockquote>华尔街对股票仍然有很大的影响力。尤其是当涉及到日常波动时,您通常可以将巨大的收益或损失归因于分析师对公司的评价。</blockquote></p><p>On Tuesday, a couple of stocks stood out in getting attention from Wall Street pros. With the <b>Dow Jones Industrial Average</b>,<b>S&P 500</b>, and <b>Nasdaq Composite</b> all seeing modest gains on the day, the moves for <b>Generac Holdings</b>(NYSE:GNRC)and <b>NextDecade</b>(NASDAQ:NEXT)were notable and raised some eyebrows among market participants.</p><p><blockquote>周二,几只股票脱颖而出,引起了华尔街专业人士的关注。与<b>道琼斯工业平均指数</b>,<b>标普500</b>,和<b>纳斯达克复合材料</b>当天均小幅上涨,走势<b>Generac控股</b>(纽约证券交易所代码:GNRC)和<b>下一个十年</b>(纳斯达克:NEXT)引起了市场参与者的关注。</blockquote></p><p><b>This powerful stock is heating up</b></p><p><blockquote><b>这只强势股正在升温</b></blockquote></p><p>Shares of Generac Holdings climbed more than 6% on Tuesday. The maker of backup generator equipment for residential and commercial customers earned some favorable comments from analysts looking for ways to play the summer storm season.</p><p><blockquote>Generac Holdings股价周二上涨超过6%。这家为住宅和商业客户提供备用发电机设备的制造商赢得了分析师的一些好评,他们正在寻找应对夏季风暴季节的方法。</blockquote></p><p>The positive views came from analysts at <b>KeyBanc</b>, who reaffirmed their price target of $400 per share on Generac. As they see it, the company trades at an attractive level compared to its past earnings and future prospects, especially given rising interest in its products to provide standby power for homes when grid power becomes unavailable. It's common at various points of the year for investors to start paying attention to Generac again, whether it's when winter storms hit or as hurricane and tornado season approaches in the late spring and summer months.</p><p><blockquote>积极的观点来自分析师<b>钥匙银行</b>,他们重申了Generac每股400美元的目标价。在他们看来,与过去的盈利和未来前景相比,该公司的交易水平具有吸引力,特别是考虑到人们对其产品的兴趣日益浓厚,这些产品可以在电网电力不可用时为家庭提供备用电力。投资者在一年中的不同时间再次开始关注Generac是很常见的,无论是冬季风暴来袭,还是春末和夏季飓风和龙卷风季节临近。</blockquote></p><p>Solar energy storage is also apotential growth area for Generac. As more homeowners have seen the value of keeping their property in shape and in optimal condition during the pandemic, the value of Generac systems has gone up in the eyes of many.</p><p><blockquote>太阳能存储也是Generac的潜在增长领域。随着越来越多的房主看到了在疫情期间保持房产状况和最佳状态的价值,Generac systems的价值在许多人眼中已经上升。</blockquote></p><p>With today's rise, Generac is among the few huge performers from 2020 that have regained nearly all of their losses in the past few months. The stock is now challenging record highs, and continued success in driving demand could be what pushes Generac over the top.</p><p><blockquote>随着今天的上涨,Generac是2020年以来为数不多的几乎收复了过去几个月几乎所有损失的表现强劲的公司之一。该股目前正在挑战历史新高,在推动需求方面的持续成功可能是推动Generac超越顶峰的原因。</blockquote></p><p><b>NextDecade gets another vote of confidence</b></p><p><blockquote><b>NextDecade再次获得信任票</b></blockquote></p><p>Gains for small-cap NextDecadewere much larger. The stock rose almost 60% on Tuesday.</p><p><blockquote>小盘股未来十年的涨幅要大得多。该股周二上涨近60%。</blockquote></p><p>The catalyst for the little-known provider ofliquefied natural gaswas another upgrade from Wall Street analysts. The latest came from<b>Evercore ISI</b>, which boosted its rating on the stock from in-line to outperform. Evercore also tripled its price target on NextDecade's stock to $9 per share, leaving room for more upside even after today's big gains.</p><p><blockquote>这家鲜为人知的液化天然气供应商的催化剂是华尔街分析师的另一次升级。最新的来自<b>Evercore ISI</b>,将该股评级从符合预期上调至跑赢大盘。Evercore还将NextDecade股票的目标价提高了两倍,达到每股9美元,即使在今天大幅上涨之后,仍有进一步上涨的空间。</blockquote></p><p>For years, U.S. natural gas prices have been low enough relative to their levels in other parts of the globe to encourage would-be importers of U.S. natural gas to consider LNG transport. Yet the huge disruptions in the energy market in 2020 due to the pandemic put at least a brief halt to most of those prospects. Now, though, investors increasingly see the prospects for NextDecade as becoming favorable enough for it to move forward with its Rio Grande project in Texas.</p><p><blockquote>多年来,美国天然气价格相对于全球其他地区的水平一直很低,足以鼓励潜在的美国天然气进口商考虑液化天然气运输。然而,2020年大流行对能源市场造成的巨大干扰至少让其中大部分前景暂时停止。但现在,投资者越来越认为未来十年的前景变得足够有利,可以推进其在德克萨斯州的里奥格兰德项目。</blockquote></p><p>The energy industry has rebounded sharply in 2021, and that's helping stocks throughout the sector. With LNG becoming economically viable again, it could spell a nice turnaround for NextDecade and its peers.</p><p><blockquote>能源行业在2021年大幅反弹,这对整个行业的股票都有帮助。随着液化天然气在经济上再次变得可行,它可能会为NextDecade及其同行带来良好的扭亏为盈。</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>Wall Street Is Lighting a Fire Under These 2 Stocks<blockquote>华尔街正在点燃这两只股票</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\">\nWall Street Is Lighting a Fire Under These 2 Stocks<blockquote>华尔街正在点燃这两只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">fool</strong><span class=\"h-time small\">2021-06-09 11:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street still has a huge amount of influence over stocks. Especially when it comes to day-to-day fluctuations, you can often attribute big gains or losses to what analysts have to say about a company.</p><p><blockquote>华尔街对股票仍然有很大的影响力。尤其是当涉及到日常波动时,您通常可以将巨大的收益或损失归因于分析师对公司的评价。</blockquote></p><p>On Tuesday, a couple of stocks stood out in getting attention from Wall Street pros. With the <b>Dow Jones Industrial Average</b>,<b>S&P 500</b>, and <b>Nasdaq Composite</b> all seeing modest gains on the day, the moves for <b>Generac Holdings</b>(NYSE:GNRC)and <b>NextDecade</b>(NASDAQ:NEXT)were notable and raised some eyebrows among market participants.</p><p><blockquote>周二,几只股票脱颖而出,引起了华尔街专业人士的关注。与<b>道琼斯工业平均指数</b>,<b>标普500</b>,和<b>纳斯达克复合材料</b>当天均小幅上涨,走势<b>Generac控股</b>(纽约证券交易所代码:GNRC)和<b>下一个十年</b>(纳斯达克:NEXT)引起了市场参与者的关注。</blockquote></p><p><b>This powerful stock is heating up</b></p><p><blockquote><b>这只强势股正在升温</b></blockquote></p><p>Shares of Generac Holdings climbed more than 6% on Tuesday. The maker of backup generator equipment for residential and commercial customers earned some favorable comments from analysts looking for ways to play the summer storm season.</p><p><blockquote>Generac Holdings股价周二上涨超过6%。这家为住宅和商业客户提供备用发电机设备的制造商赢得了分析师的一些好评,他们正在寻找应对夏季风暴季节的方法。</blockquote></p><p>The positive views came from analysts at <b>KeyBanc</b>, who reaffirmed their price target of $400 per share on Generac. As they see it, the company trades at an attractive level compared to its past earnings and future prospects, especially given rising interest in its products to provide standby power for homes when grid power becomes unavailable. It's common at various points of the year for investors to start paying attention to Generac again, whether it's when winter storms hit or as hurricane and tornado season approaches in the late spring and summer months.</p><p><blockquote>积极的观点来自分析师<b>钥匙银行</b>,他们重申了Generac每股400美元的目标价。在他们看来,与过去的盈利和未来前景相比,该公司的交易水平具有吸引力,特别是考虑到人们对其产品的兴趣日益浓厚,这些产品可以在电网电力不可用时为家庭提供备用电力。投资者在一年中的不同时间再次开始关注Generac是很常见的,无论是冬季风暴来袭,还是春末和夏季飓风和龙卷风季节临近。</blockquote></p><p>Solar energy storage is also apotential growth area for Generac. As more homeowners have seen the value of keeping their property in shape and in optimal condition during the pandemic, the value of Generac systems has gone up in the eyes of many.</p><p><blockquote>太阳能存储也是Generac的潜在增长领域。随着越来越多的房主看到了在疫情期间保持房产状况和最佳状态的价值,Generac systems的价值在许多人眼中已经上升。</blockquote></p><p>With today's rise, Generac is among the few huge performers from 2020 that have regained nearly all of their losses in the past few months. The stock is now challenging record highs, and continued success in driving demand could be what pushes Generac over the top.</p><p><blockquote>随着今天的上涨,Generac是2020年以来为数不多的几乎收复了过去几个月几乎所有损失的表现强劲的公司之一。该股目前正在挑战历史新高,在推动需求方面的持续成功可能是推动Generac超越顶峰的原因。</blockquote></p><p><b>NextDecade gets another vote of confidence</b></p><p><blockquote><b>NextDecade再次获得信任票</b></blockquote></p><p>Gains for small-cap NextDecadewere much larger. The stock rose almost 60% on Tuesday.</p><p><blockquote>小盘股未来十年的涨幅要大得多。该股周二上涨近60%。</blockquote></p><p>The catalyst for the little-known provider ofliquefied natural gaswas another upgrade from Wall Street analysts. The latest came from<b>Evercore ISI</b>, which boosted its rating on the stock from in-line to outperform. Evercore also tripled its price target on NextDecade's stock to $9 per share, leaving room for more upside even after today's big gains.</p><p><blockquote>这家鲜为人知的液化天然气供应商的催化剂是华尔街分析师的另一次升级。最新的来自<b>Evercore ISI</b>,将该股评级从符合预期上调至跑赢大盘。Evercore还将NextDecade股票的目标价提高了两倍,达到每股9美元,即使在今天大幅上涨之后,仍有进一步上涨的空间。</blockquote></p><p>For years, U.S. natural gas prices have been low enough relative to their levels in other parts of the globe to encourage would-be importers of U.S. natural gas to consider LNG transport. Yet the huge disruptions in the energy market in 2020 due to the pandemic put at least a brief halt to most of those prospects. Now, though, investors increasingly see the prospects for NextDecade as becoming favorable enough for it to move forward with its Rio Grande project in Texas.</p><p><blockquote>多年来,美国天然气价格相对于全球其他地区的水平一直很低,足以鼓励潜在的美国天然气进口商考虑液化天然气运输。然而,2020年大流行对能源市场造成的巨大干扰至少让其中大部分前景暂时停止。但现在,投资者越来越认为未来十年的前景变得足够有利,可以推进其在德克萨斯州的里奥格兰德项目。</blockquote></p><p>The energy industry has rebounded sharply in 2021, and that's helping stocks throughout the sector. With LNG becoming economically viable again, it could spell a nice turnaround for NextDecade and its peers.</p><p><blockquote>能源行业在2021年大幅反弹,这对整个行业的股票都有帮助。随着液化天然气在经济上再次变得可行,它可能会为NextDecade及其同行带来良好的扭亏为盈。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/06/08/wall-street-is-lighting-a-fire-under-these-2-stock/\">fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GNRC":"Generac控股","NEXT":"NextDecade Corporation"},"source_url":"https://www.fool.com/investing/2021/06/08/wall-street-is-lighting-a-fire-under-these-2-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192761016","content_text":"Wall Street still has a huge amount of influence over stocks. Especially when it comes to day-to-day fluctuations, you can often attribute big gains or losses to what analysts have to say about a company.On Tuesday, a couple of stocks stood out in getting attention from Wall Street pros. With the Dow Jones Industrial Average,S&P 500, and Nasdaq Composite all seeing modest gains on the day, the moves for Generac Holdings(NYSE:GNRC)and NextDecade(NASDAQ:NEXT)were notable and raised some eyebrows among market participants.This powerful stock is heating upShares of Generac Holdings climbed more than 6% on Tuesday. The maker of backup generator equipment for residential and commercial customers earned some favorable comments from analysts looking for ways to play the summer storm season.The positive views came from analysts at KeyBanc, who reaffirmed their price target of $400 per share on Generac. As they see it, the company trades at an attractive level compared to its past earnings and future prospects, especially given rising interest in its products to provide standby power for homes when grid power becomes unavailable. It's common at various points of the year for investors to start paying attention to Generac again, whether it's when winter storms hit or as hurricane and tornado season approaches in the late spring and summer months.Solar energy storage is also apotential growth area for Generac. As more homeowners have seen the value of keeping their property in shape and in optimal condition during the pandemic, the value of Generac systems has gone up in the eyes of many.With today's rise, Generac is among the few huge performers from 2020 that have regained nearly all of their losses in the past few months. The stock is now challenging record highs, and continued success in driving demand could be what pushes Generac over the top.NextDecade gets another vote of confidenceGains for small-cap NextDecadewere much larger. The stock rose almost 60% on Tuesday.The catalyst for the little-known provider ofliquefied natural gaswas another upgrade from Wall Street analysts. The latest came fromEvercore ISI, which boosted its rating on the stock from in-line to outperform. Evercore also tripled its price target on NextDecade's stock to $9 per share, leaving room for more upside even after today's big gains.For years, U.S. natural gas prices have been low enough relative to their levels in other parts of the globe to encourage would-be importers of U.S. natural gas to consider LNG transport. Yet the huge disruptions in the energy market in 2020 due to the pandemic put at least a brief halt to most of those prospects. Now, though, investors increasingly see the prospects for NextDecade as becoming favorable enough for it to move forward with its Rio Grande project in Texas.The energy industry has rebounded sharply in 2021, and that's helping stocks throughout the sector. With LNG becoming economically viable again, it could spell a nice turnaround for NextDecade and its peers.","news_type":1,"symbols_score_info":{"GNRC":0.9,"NEXT":0.9}},"isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138052161,"gmtCreate":1621902413953,"gmtModify":1634185698043,"author":{"id":"3573174299397007","authorId":"3573174299397007","name":"Khairul0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573174299397007","authorIdStr":"3573174299397007"},"themes":[],"htmlText":"Love it","listText":"Love it","text":"Love it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/138052161","repostId":"2138159407","repostType":4,"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}