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Wins888

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2021-04-11

Unless normal travel resumes which won't happen at least for the next 1 year

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2021-09-02

cool

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2021-10-05

Seriously, all these big techs especially social media platform providers have harmed the lives of many children and elderlies getting glued to their algorithms of spending more time on it. It is time to fix it

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2021-07-21

nice

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2021-07-04

pretty cool

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2021-04-12

pump and dump?

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2021-04-09

coinbase will be interesting

Next Week’s IPO Lineup Is Growing. It Could Be Busy.<blockquote>下周IPO阵容不断壮大。可能会很忙。</blockquote>

2021-07-18

then blame who?

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2021-05-03

too much liquidity in the market

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>

2021-04-05

Abbvie too

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Then Apple, Visa, Comcast, McDonald’s, and Mastercard all go on Thursday before Chevron and Caterpillar close the week on Friday.</p><p><blockquote>特斯拉、美国电话电报公司、英特尔和波音周三发布报告。然后苹果、Visa、Comcast、McDonald's和Mastercard都在周四上市，雪佛龙和卡特彼勒周五收盘。</blockquote></p><p><img src=\"https://static.tigerbbs.com/3d814c4db504737da550137d499ea1fe\" tg-width=\"1878\" tg-height=\"2016\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>The highlight on the economic calendar will be Wednesday’s conclusion of the Federal Open Market Committee’s January meeting. The Federal Reserve’s monetary-policy making body publishes a decision that afternoon, followed by a press conference with chairman Jerome Powell. Both will be closely parsed for clues to the central bank’s next moves.</p><p><blockquote>经济日历上的亮点将是周三联邦公开市场委员会一月份会议的结论。美联储货币政策制定机构当天下午发布了一项决定，随后与主席杰罗姆·鲍威尔举行了新闻发布会。两者都将被密切分析，以寻找央行下一步行动的线索。</blockquote></p><p>Data out this week include IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for January on Monday, the Census Bureau’s new residential home sales data on Wednesday, and the Bureau of Economic Analysis’ preliminary estimate for fourth-quarter 2021 gross domestic product on Thursday.</p><p><blockquote>本周公布的数据包括周一IHS Markit的1月份制造业和服务业采购经理人指数、周三人口普查局的新住宅销售数据以及周四经济分析局对2021年第四季度国内生产总值的初步估计。</blockquote></p><p><b>Monday 1/24</b></p><p><blockquote><b>星期一1/24</b></blockquote></p><p>Brown &amp; Brown, Halliburton, IBM, Philips, and Zions Bancorp report quarterly results.</p><p><blockquote>Brown&amp;Brown、哈里伯顿、IBM、飞利浦和Zions Bancorp报告季度业绩。</blockquote></p><p><b>IHS Markit reports</b> its Manufacturing and Services Purchasing Managers’ indexes for January. Consensus estimate is for a 56 reading for the manufacturing PMI and a 54 for the Services PMI. Both figures are less than the December data. The PMIs are off their record peaks from the middle of last year but remain well above the expansionary level of 50.</p><p><blockquote><b>IHS Markit报告</b>1月份制造业和服务业采购经理人指数。普遍估计制造业PMI为56，服务业PMI为54。这两个数字都低于12月份的数据。PMI已脱离去年年中的创纪录峰值，但仍远高于50的扩张水平。</blockquote></p><p><b>Tuesday 1/25</b></p><p><blockquote><b>星期二1/25</b></blockquote></p><p><b>The world’s two largest companies</b> release results this week as investors look to tech earnings to reverse the Nasdaq’s 9.5% drop this year. Microsoft reports after the close, followed by Apple on Thursday.</p><p><blockquote><b>全球最大的两家公司</b>本周发布业绩，投资者期待科技股盈利能够扭转纳斯达克今年9.5%的跌幅。微软在收盘后发布报告，苹果周四紧随其后。</blockquote></p><p>3M, American Express, Archer-Daniels-Midland, Capital One Financial, General Electric, Invesco, Johnson &amp; Johnson, Lockheed Martin, NextEra Energy, Raytheon Technologies, Texas Instruments, and Verizon Communications release earnings.</p><p><blockquote>3M、美国运通、阿彻-丹尼尔斯-米德兰、第一资本金融、通用电气、景顺、强生、洛克希德·马丁、NextEra Energy、雷神技术、德州仪器和Verizon Communications发布财报。</blockquote></p><p><b>S&amp;P CoreLogic releases</b> its Case-Shiller National Home Price Index for November. Economists forecast a 18% year-over-year rise, marginally less than in October. If estimates prove correct, it would be the 12th consecutive month with double-digit gains for home prices.</p><p><blockquote><b>S&amp;P CoreLogic发布</b>11月份Case-Shiller全国房价指数。经济学家预测同比增长18%，略低于10月份。如果估计被证明是正确的，这将是房价连续第12个月两位数上涨。</blockquote></p><p><b>Wednesday 1/26</b></p><p><blockquote><b>星期三1/26</b></blockquote></p><p>Abbott Laboratories, Anthem, AT&amp;T, Automatic Data Processing, Boeing, Edwards Lifesciences, Freeport-McMoRan, General Dynamics, Intel, Kimberly-Clark, Nasdaq, Norfolk Southern, Seagate Technology Holdings, ServiceNow, and Tesla report quarterly results.</p><p><blockquote>雅培实验室、Anthem、AT&amp;T、Automatic Data Processing、波音、Edwards Lifesciences、Freeport-McMoRan、通用动力、英特尔、金佰利、纳斯达克、Norfolk Southern、希捷科技控股、ServiceNow和特斯拉报告季度业绩。</blockquote></p><p><b>The Federal Open Market</b> Committee announces its monetary-policy decision. The central bank is expected to keep the federal-funds rate unchanged near zero. The Fed has become increasingly hawkish in the past three months, and Wall Street has priced in one quarter-point rate hike at the FOMC’s March meeting and a total of four quarter-point hikes for the year.</p><p><blockquote><b>联邦公开市场</b>委员会宣布其货币政策决定。预计央行将维持联邦基金利率在零附近不变。美联储在过去三个月变得越来越鹰派，华尔街已经消化了FOMC 3月会议上加息一次25个基点的可能性，以及今年总共加息四次25个基点的可能性。</blockquote></p><p><b>The Census Bureau</b> reports new residential home sales data. Consensus estimate is for a seasonally adjusted annual rate of 762,500 new single-family homes sold in December, 2.5% more than in November.</p><p><blockquote><b>人口普查局</b>报告新住宅销售数据。市场普遍估计，12月份新单户住宅经季节调整后的年率为762,500套，比11月份增长2.5%。</blockquote></p><p><b>Thursday 1/27</b></p><p><blockquote><b>星期四1/27</b></blockquote></p><p>Altria Group, Comcast, Crown Castle International, Danaher, Dow, International Paper, Mastercard, McDonald’s, Mondelez International,       MSCI, Northrop Grumman, Nucor, Southwest Airlines, and Visa hold conference calls to discuss earnings.</p><p><blockquote>奥驰亚集团、康卡斯特、皇冠城堡国际、丹纳赫、陶氏化学、国际纸业、万事达卡、麦当劳、亿滋国际、摩根士丹利资本国际、诺斯罗普·格鲁曼、纽柯、西南航空和Visa在评级召开会议讨论收益。</blockquote></p><p><b>The Bureau of Economic</b>Analysis releases its preliminary estimate for fourth-quarter 2021 gross domestic product. Economists forecast a 5.6% rate of growth, after a 2.3% increase in the third quarter.</p><p><blockquote><b>经济局</b>分析发布了对2021年第四季度国内生产总值的初步估计。经济学家预测增长率为5.6%，第三季度增长2.3%。</blockquote></p><p><b>Friday 1/28</b></p><p><blockquote><b>星期五1/28</b></blockquote></p><p>Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Phillips 66, V.F.Corp., and Weyerhaeuser report quarterly results.</p><p><blockquote>卡特彼勒、Charter Communications、雪佛龙、高露洁棕榄、Phillips 66、V.F.Corp.和惠好公司报告季度业绩。</blockquote></p><p></body></html></p><p><blockquote></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>Tesla, Intel, Apple, Microsoft, Visa, and Other Stocks to Watch This Week<blockquote>特斯拉、英特尔、苹果、微软、Visa等本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, Intel, Apple, Microsoft, Visa, and Other Stocks to Watch This Week<blockquote>特斯拉、英特尔、苹果、微软、Visa等本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2022-01-24 06:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>It will be a packed week of fourth-quarter earnings releases, with more than 100 S&amp;P 500 companies scheduled to report. IBM and Halliburton are Monday’s highlights, followed by Microsoft, Verizon Communications, American Express, General Electric, Johnson &amp; Johnson, and Lockheed Martin on Tuesday.</p><p><blockquote><html><head></head><body>这将是第四季度财报发布的繁忙一周，有100多家标普500公司计划发布财报。IBM和哈里伯顿是周一的亮点，其次是微软、Verizon Communications、美国运通、通用电气、强生和洛马周二。</body></html></blockquote></p><p>Tesla, AT&amp;T, Intel, and Boeing report on Wednesday. Then Apple, Visa, Comcast, McDonald’s, and Mastercard all go on Thursday before Chevron and Caterpillar close the week on Friday.</p><p><blockquote>特斯拉、美国电话电报公司、英特尔和波音周三发布报告。然后苹果、Visa、Comcast、McDonald's和Mastercard都在周四上市，雪佛龙和卡特彼勒周五收盘。</blockquote></p><p><img src=\"https://static.tigerbbs.com/3d814c4db504737da550137d499ea1fe\" tg-width=\"1878\" tg-height=\"2016\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>The highlight on the economic calendar will be Wednesday’s conclusion of the Federal Open Market Committee’s January meeting. The Federal Reserve’s monetary-policy making body publishes a decision that afternoon, followed by a press conference with chairman Jerome Powell. Both will be closely parsed for clues to the central bank’s next moves.</p><p><blockquote>经济日历上的亮点将是周三联邦公开市场委员会一月份会议的结论。美联储货币政策制定机构当天下午发布了一项决定，随后与主席杰罗姆·鲍威尔举行了新闻发布会。两者都将被密切分析，以寻找央行下一步行动的线索。</blockquote></p><p>Data out this week include IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for January on Monday, the Census Bureau’s new residential home sales data on Wednesday, and the Bureau of Economic Analysis’ preliminary estimate for fourth-quarter 2021 gross domestic product on Thursday.</p><p><blockquote>本周公布的数据包括周一IHS Markit的1月份制造业和服务业采购经理人指数、周三人口普查局的新住宅销售数据以及周四经济分析局对2021年第四季度国内生产总值的初步估计。</blockquote></p><p><b>Monday 1/24</b></p><p><blockquote><b>星期一1/24</b></blockquote></p><p>Brown &amp; Brown, Halliburton, IBM, Philips, and Zions Bancorp report quarterly results.</p><p><blockquote>Brown&amp;Brown、哈里伯顿、IBM、飞利浦和Zions Bancorp报告季度业绩。</blockquote></p><p><b>IHS Markit reports</b> its Manufacturing and Services Purchasing Managers’ indexes for January. Consensus estimate is for a 56 reading for the manufacturing PMI and a 54 for the Services PMI. Both figures are less than the December data. The PMIs are off their record peaks from the middle of last year but remain well above the expansionary level of 50.</p><p><blockquote><b>IHS Markit报告</b>1月份制造业和服务业采购经理人指数。普遍估计制造业PMI为56，服务业PMI为54。这两个数字都低于12月份的数据。PMI已脱离去年年中的创纪录峰值，但仍远高于50的扩张水平。</blockquote></p><p><b>Tuesday 1/25</b></p><p><blockquote><b>星期二1/25</b></blockquote></p><p><b>The world’s two largest companies</b> release results this week as investors look to tech earnings to reverse the Nasdaq’s 9.5% drop this year. Microsoft reports after the close, followed by Apple on Thursday.</p><p><blockquote><b>全球最大的两家公司</b>本周发布业绩，投资者期待科技股盈利能够扭转纳斯达克今年9.5%的跌幅。微软在收盘后发布报告，苹果周四紧随其后。</blockquote></p><p>3M, American Express, Archer-Daniels-Midland, Capital One Financial, General Electric, Invesco, Johnson &amp; Johnson, Lockheed Martin, NextEra Energy, Raytheon Technologies, Texas Instruments, and Verizon Communications release earnings.</p><p><blockquote>3M、美国运通、阿彻-丹尼尔斯-米德兰、第一资本金融、通用电气、景顺、强生、洛克希德·马丁、NextEra Energy、雷神技术、德州仪器和Verizon Communications发布财报。</blockquote></p><p><b>S&amp;P CoreLogic releases</b> its Case-Shiller National Home Price Index for November. Economists forecast a 18% year-over-year rise, marginally less than in October. If estimates prove correct, it would be the 12th consecutive month with double-digit gains for home prices.</p><p><blockquote><b>S&amp;P CoreLogic发布</b>11月份Case-Shiller全国房价指数。经济学家预测同比增长18%，略低于10月份。如果估计被证明是正确的，这将是房价连续第12个月两位数上涨。</blockquote></p><p><b>Wednesday 1/26</b></p><p><blockquote><b>星期三1/26</b></blockquote></p><p>Abbott Laboratories, Anthem, AT&amp;T, Automatic Data Processing, Boeing, Edwards Lifesciences, Freeport-McMoRan, General Dynamics, Intel, Kimberly-Clark, Nasdaq, Norfolk Southern, Seagate Technology Holdings, ServiceNow, and Tesla report quarterly results.</p><p><blockquote>雅培实验室、Anthem、AT&amp;T、Automatic Data Processing、波音、Edwards Lifesciences、Freeport-McMoRan、通用动力、英特尔、金佰利、纳斯达克、Norfolk Southern、希捷科技控股、ServiceNow和特斯拉报告季度业绩。</blockquote></p><p><b>The Federal Open Market</b> Committee announces its monetary-policy decision. The central bank is expected to keep the federal-funds rate unchanged near zero. The Fed has become increasingly hawkish in the past three months, and Wall Street has priced in one quarter-point rate hike at the FOMC’s March meeting and a total of four quarter-point hikes for the year.</p><p><blockquote><b>联邦公开市场</b>委员会宣布其货币政策决定。预计央行将维持联邦基金利率在零附近不变。美联储在过去三个月变得越来越鹰派，华尔街已经消化了FOMC 3月会议上加息一次25个基点的可能性，以及今年总共加息四次25个基点的可能性。</blockquote></p><p><b>The Census Bureau</b> reports new residential home sales data. Consensus estimate is for a seasonally adjusted annual rate of 762,500 new single-family homes sold in December, 2.5% more than in November.</p><p><blockquote><b>人口普查局</b>报告新住宅销售数据。市场普遍估计，12月份新单户住宅经季节调整后的年率为762,500套，比11月份增长2.5%。</blockquote></p><p><b>Thursday 1/27</b></p><p><blockquote><b>星期四1/27</b></blockquote></p><p>Altria Group, Comcast, Crown Castle International, Danaher, Dow, International Paper, Mastercard, McDonald’s, Mondelez International,       MSCI, Northrop Grumman, Nucor, Southwest Airlines, and Visa hold conference calls to discuss earnings.</p><p><blockquote>奥驰亚集团、康卡斯特、皇冠城堡国际、丹纳赫、陶氏化学、国际纸业、万事达卡、麦当劳、亿滋国际、摩根士丹利资本国际、诺斯罗普·格鲁曼、纽柯、西南航空和Visa在评级召开会议讨论收益。</blockquote></p><p><b>The Bureau of Economic</b>Analysis releases its preliminary estimate for fourth-quarter 2021 gross domestic product. Economists forecast a 5.6% rate of growth, after a 2.3% increase in the third quarter.</p><p><blockquote><b>经济局</b>分析发布了对2021年第四季度国内生产总值的初步估计。经济学家预测增长率为5.6%，第三季度增长2.3%。</blockquote></p><p><b>Friday 1/28</b></p><p><blockquote><b>星期五1/28</b></blockquote></p><p>Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Phillips 66, V.F.Corp., and Weyerhaeuser report quarterly results.</p><p><blockquote>卡特彼勒、Charter Communications、雪佛龙、高露洁棕榄、Phillips 66、V.F.Corp.和惠好公司报告季度业绩。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-tesla-apple-microsoft-51642954621?mod=hp_LATEST\">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":{"NOW":"ServiceNow","T":"At&T","V":"Visa","LMT":"洛克希德马丁","GE":"GE航空航天","TSLA":"特斯拉","MCD":"麦当劳","IBM":"IBM",".DJI":"道琼斯","AAPL":"苹果","PSX":"Phillips 66",".IXIC":"NASDAQ Composite","HAL":"哈里伯顿","VZ":"Verizon Comms","INTC":"英特尔","CMCSA":"康卡斯特",".SPX":"S&P 500 Index","ADM":"Archer Daniels Midland Co","AXP":"美国运通","JNJ":"强生","MA":"万事达","MSFT":"微软","CAT":"卡特彼勒","CVX":"雪佛龙","BA":"波音","MMM":"3M"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-tesla-apple-microsoft-51642954621?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106250133","content_text":"It will be a packed week of fourth-quarter earnings releases, with more than 100 S&P 500 companies scheduled to report. IBM and Halliburton are Monday’s highlights, followed by Microsoft, Verizon Communications, American Express, General Electric, Johnson & Johnson, and Lockheed Martin on Tuesday.Tesla, AT&T, Intel, and Boeing report on Wednesday. Then Apple, Visa, Comcast, McDonald’s, and Mastercard all go on Thursday before Chevron and Caterpillar close the week on Friday.The highlight on the economic calendar will be Wednesday’s conclusion of the Federal Open Market Committee’s January meeting. The Federal Reserve’s monetary-policy making body publishes a decision that afternoon, followed by a press conference with chairman Jerome Powell. Both will be closely parsed for clues to the central bank’s next moves.Data out this week include IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for January on Monday, the Census Bureau’s new residential home sales data on Wednesday, and the Bureau of Economic Analysis’ preliminary estimate for fourth-quarter 2021 gross domestic product on Thursday.Monday 1/24Brown & Brown, Halliburton, IBM, Philips, and Zions Bancorp report quarterly results.IHS Markit reports its Manufacturing and Services Purchasing Managers’ indexes for January. Consensus estimate is for a 56 reading for the manufacturing PMI and a 54 for the Services PMI. Both figures are less than the December data. The PMIs are off their record peaks from the middle of last year but remain well above the expansionary level of 50.Tuesday 1/25The world’s two largest companies release results this week as investors look to tech earnings to reverse the Nasdaq’s 9.5% drop this year. Microsoft reports after the close, followed by Apple on Thursday.3M, American Express, Archer-Daniels-Midland, Capital One Financial, General Electric, Invesco, Johnson & Johnson, Lockheed Martin, NextEra Energy, Raytheon Technologies, Texas Instruments, and Verizon Communications release earnings.S&P CoreLogic releases its Case-Shiller National Home Price Index for November. Economists forecast a 18% year-over-year rise, marginally less than in October. If estimates prove correct, it would be the 12th consecutive month with double-digit gains for home prices.Wednesday 1/26Abbott Laboratories, Anthem, AT&T, Automatic Data Processing, Boeing, Edwards Lifesciences, Freeport-McMoRan, General Dynamics, Intel, Kimberly-Clark, Nasdaq, Norfolk Southern, Seagate Technology Holdings, ServiceNow, and Tesla report quarterly results.The Federal Open Market Committee announces its monetary-policy decision. The central bank is expected to keep the federal-funds rate unchanged near zero. The Fed has become increasingly hawkish in the past three months, and Wall Street has priced in one quarter-point rate hike at the FOMC’s March meeting and a total of four quarter-point hikes for the year.The Census Bureau reports new residential home sales data. Consensus estimate is for a seasonally adjusted annual rate of 762,500 new single-family homes sold in December, 2.5% more than in November.Thursday 1/27Altria Group, Comcast, Crown Castle International, Danaher, Dow, International Paper, Mastercard, McDonald’s, Mondelez International,       MSCI, Northrop Grumman, Nucor, Southwest Airlines, and Visa hold conference calls to discuss earnings.The Bureau of EconomicAnalysis releases its preliminary estimate for fourth-quarter 2021 gross domestic product. Economists forecast a 5.6% rate of growth, after a 2.3% increase in the third quarter.Friday 1/28Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Phillips 66, V.F.Corp., and Weyerhaeuser report quarterly results.","news_type":1,"symbols_score_info":{"T":0.9,"JNJ":0.9,"LMT":0.9,".SPX":0.9,"MSFT":0.9,"IBM":0.9,"CAT":0.9,"VZ":0.9,"MCD":0.9,".IXIC":0.9,"CVX":0.9,"V":0.9,"BA":0.9,".DJI":0.9,"CMCSA":0.9,"GE":0.9,"MMM":0.9,"AXP":0.9,"INTC":0.9,"TSLA":0.9,"MA":0.9,"ADM":0.9,"HAL":0.9,"PSX":0.9,"NOW":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697754172,"gmtCreate":1642603882721,"gmtModify":1642603883245,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573623994106312","authorIdStr":"3573623994106312"},"themes":[],"htmlText":"cool","listText":"cool","text":"cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697754172","repostId":"1188057114","repostType":4,"repost":{"id":"1188057114","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":1642602642,"share":"https://www.laohu8.com/m/news/1188057114?lang=zh_CN&edition=full","pubTime":"2022-01-19 22:30","market":"us","language":"en","title":"Dow Rebounds 100 Points on the Back of Strong Earnings, Rising for the First Time in 4 Days<blockquote>道指因财报强劲反弹100点4天来首次上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188057114","media":"Tiger Newspress","summary":"Stocks gained Wednesday to steady after a broad sell-off a day earlier, as investors nervously eyed ","content":"<p><html><head></head><body>Stocks gained Wednesday to steady after a broad sell-off a day earlier, as investors nervously eyed soaring bond yields and mixed earnings results from some major index components.</p><p><blockquote><html><head></head><body>由于投资者紧张地关注飙升的债券收益率和一些主要指数成分股的盈利结果好坏参半，周三股市在前一天大幅抛售后企稳。</body></html></blockquote></p><p>The S&amp;P 500, Dow and Nasdaq rose. The Nasdaq Composite had closed out Tuesday&#39;s session with a drop of 2.6%, bringing it to its lowest level since October. The index also came within striking distance of a correction, typically defined as a closing level at least 10% below a recent record high.</p><p><blockquote>标普500、道琼斯指数和纳斯达克指数上涨。纳斯达克综合指数周二收盘下跌2.6%，跌至10月份以来的最低水平。该指数也接近回调，回调通常被定义为收盘水平比近期历史高点低至少10%。</blockquote></p><p>Meanwhile, Bank of America (BAC) shares gained in early trading after the company topped estimates for quarterly loan growth and posted a jump in profits in its key consumer banking business. Procter &amp; Gamble (PG) also rose after the company exceeded expectations in its latest results and raised its sales guidance for the full year, with higher prices from the company helping boost results.</p><p><blockquote>与此同时，美国银行（BAC）的季度贷款增长超出预期，并公布其关键消费银行业务利润大幅增长，该公司股价在早盘交易中上涨。宝洁公司（PG）也上涨，此前该公司最新业绩超出预期，并上调了全年销售指引，该公司价格上涨有助于提振业绩。</blockquote></p><p>Treasury yields built on recent gains, and the benchmark 10-year yield neared 1.9% for its highest level since January 2020. Commodity prices also advanced further, and U.S. West Texas intermediate crude oil futures rose above $86 per barrel.</p><p><blockquote>美国国债收益率在近期上涨的基础上再接再厉，基准10年期国债收益率接近1.9%，达到2020年1月以来的最高水平。大宗商品价格也进一步上涨，美国西德克萨斯中质原油期货升破86美元/桶。</blockquote></p><p>According to many strategists, the recent volatility across risk assets has largely reflected investors&#39; ongoing reassessment of highly valued asset prices, with interest rate hikes and an attenuation of liquidity out of the Federal Reserve looming.</p><p><blockquote>许多策略师表示，近期风险资产的波动很大程度上反映了投资者对高估值资产价格的持续重新评估，加息和美联储流动性减弱迫在眉睫。</blockquote></p><p>Though Fed officials are in a blackout period before their next meeting next week, policymakers over the past several weeks have telegraphed that they are gearing up to raise interest rates and eventually draw down the nearly $9 trillion on the Fed&#39;s balance sheet as the economic recovery continues and inflation soars.</p><p><blockquote>尽管美联储官员在下周的下一次会议之前处于封锁期，但过去几周政策制定者已经发出电报称，他们正准备加息，并随着经济复苏的持续和通胀飙升，最终提取美联储资产负债表上近9万亿美元的资金。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow Rebounds 100 Points on the Back of Strong Earnings, Rising for the First Time in 4 Days<blockquote>道指因财报强劲反弹100点4天来首次上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow Rebounds 100 Points on the Back of Strong Earnings, Rising for the First Time in 4 Days<blockquote>道指因财报强劲反弹100点4天来首次上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2022-01-19 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Stocks gained Wednesday to steady after a broad sell-off a day earlier, as investors nervously eyed soaring bond yields and mixed earnings results from some major index components.</p><p><blockquote><html><head></head><body>由于投资者紧张地关注飙升的债券收益率和一些主要指数成分股的盈利结果好坏参半，周三股市在前一天大幅抛售后企稳。</body></html></blockquote></p><p>The S&amp;P 500, Dow and Nasdaq rose. The Nasdaq Composite had closed out Tuesday&#39;s session with a drop of 2.6%, bringing it to its lowest level since October. The index also came within striking distance of a correction, typically defined as a closing level at least 10% below a recent record high.</p><p><blockquote>标普500、道琼斯指数和纳斯达克指数上涨。纳斯达克综合指数周二收盘下跌2.6%，跌至10月份以来的最低水平。该指数也接近回调，回调通常被定义为收盘水平比近期历史高点低至少10%。</blockquote></p><p>Meanwhile, Bank of America (BAC) shares gained in early trading after the company topped estimates for quarterly loan growth and posted a jump in profits in its key consumer banking business. Procter &amp; Gamble (PG) also rose after the company exceeded expectations in its latest results and raised its sales guidance for the full year, with higher prices from the company helping boost results.</p><p><blockquote>与此同时，美国银行（BAC）的季度贷款增长超出预期，并公布其关键消费银行业务利润大幅增长，该公司股价在早盘交易中上涨。宝洁公司（PG）也上涨，此前该公司最新业绩超出预期，并上调了全年销售指引，该公司价格上涨有助于提振业绩。</blockquote></p><p>Treasury yields built on recent gains, and the benchmark 10-year yield neared 1.9% for its highest level since January 2020. Commodity prices also advanced further, and U.S. West Texas intermediate crude oil futures rose above $86 per barrel.</p><p><blockquote>美国国债收益率在近期上涨的基础上再接再厉，基准10年期国债收益率接近1.9%，达到2020年1月以来的最高水平。大宗商品价格也进一步上涨，美国西德克萨斯中质原油期货升破86美元/桶。</blockquote></p><p>According to many strategists, the recent volatility across risk assets has largely reflected investors&#39; ongoing reassessment of highly valued asset prices, with interest rate hikes and an attenuation of liquidity out of the Federal Reserve looming.</p><p><blockquote>许多策略师表示，近期风险资产的波动很大程度上反映了投资者对高估值资产价格的持续重新评估，加息和美联储流动性减弱迫在眉睫。</blockquote></p><p>Though Fed officials are in a blackout period before their next meeting next week, policymakers over the past several weeks have telegraphed that they are gearing up to raise interest rates and eventually draw down the nearly $9 trillion on the Fed&#39;s balance sheet as the economic recovery continues and inflation soars.</p><p><blockquote>尽管美联储官员在下周的下一次会议之前处于封锁期，但过去几周政策制定者已经发出电报称，他们正准备加息，并随着经济复苏的持续和通胀飙升，最终提取美联储资产负债表上近9万亿美元的资金。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188057114","content_text":"Stocks gained Wednesday to steady after a broad sell-off a day earlier, as investors nervously eyed soaring bond yields and mixed earnings results from some major index components.The S&P 500, Dow and Nasdaq rose. The Nasdaq Composite had closed out Tuesday's session with a drop of 2.6%, bringing it to its lowest level since October. The index also came within striking distance of a correction, typically defined as a closing level at least 10% below a recent record high.Meanwhile, Bank of America (BAC) shares gained in early trading after the company topped estimates for quarterly loan growth and posted a jump in profits in its key consumer banking business. Procter & Gamble (PG) also rose after the company exceeded expectations in its latest results and raised its sales guidance for the full year, with higher prices from the company helping boost results.Treasury yields built on recent gains, and the benchmark 10-year yield neared 1.9% for its highest level since January 2020. Commodity prices also advanced further, and U.S. West Texas intermediate crude oil futures rose above $86 per barrel.According to many strategists, the recent volatility across risk assets has largely reflected investors' ongoing reassessment of highly valued asset prices, with interest rate hikes and an attenuation of liquidity out of the Federal Reserve looming.Though Fed officials are in a blackout period before their next meeting next week, policymakers over the past several weeks have telegraphed that they are gearing up to raise interest rates and eventually draw down the nearly $9 trillion on the Fed's balance sheet as the economic recovery continues and inflation soars.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827646812,"gmtCreate":1634469164167,"gmtModify":1634469164366,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573623994106312","authorIdStr":"3573623994106312"},"themes":[],"htmlText":"done","listText":"done","text":"done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827646812","repostId":"827648277","repostType":1,"repost":{"id":827648277,"gmtCreate":1634469119603,"gmtModify":1634469119873,"author":{"id":"3571789016065612","authorId":"3571789016065612","name":"lg8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571789016065612","authorIdStr":"3571789016065612"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>&nbsp;can try","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>&nbsp;can try","text":"$AMC Entertainment(AMC)$ can try","images":[{"img":"https://static.tigerbbs.com/2e528a43c17057d2b8786dbd1581b805","width":"1080","height":"3543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827648277","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824142562,"gmtCreate":1634295335358,"gmtModify":1634295335431,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573623994106312","authorIdStr":"3573623994106312"},"themes":[],"htmlText":"done//<a href=\"https://laohu8.com/U/3582059874598092\">@Junpani</a>: Like this comment","listText":"done//<a href=\"https://laohu8.com/U/3582059874598092\">@Junpani</a>: Like this comment","text":"done//@Junpani: Like this comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824142562","repostId":"2175194750","repostType":4,"repost":{"id":"2175194750","kind":"highlight","pubTimestamp":1634291575,"share":"https://www.laohu8.com/m/news/2175194750?lang=zh_CN&edition=full","pubTime":"2021-10-15 17:52","market":"us","language":"en","title":"Why Amazon and Microsoft won't have a stranglehold on cloud computing forever<blockquote>为什么亚马逊和微软不会永远控制云计算</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2175194750","media":"MarketWatch","summary":"The move to multi-cloud approaches opens up more business for competitors such as Google, IBM and Or","content":"<p>The move to multi-cloud approaches opens up more business for competitors such as Google, IBM and Oracle, though it could be 'crumbs' compared with the two biggest cloud platforms</p><p><blockquote>向多云方法的转变为谷歌、IBM和甲骨文等竞争对手开辟了更多业务，尽管与两个最大的云平台相比，这可能只是“面包屑”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5239f0d02bac1524238ede3adb9f4c69\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"><span>MarketWatch photo illustration/iStockphoto</span></p><p><blockquote><p class=\"t-img-caption\"><span>MarketWatch照片插图/iStockphoto</span></p></blockquote></p><p> The digital clouds are parting, and shining new light on once-fledgling cloud-computing efforts.</p><p><blockquote>数字云正在分离，为曾经羽翼未丰的云计算努力带来了新的曙光。</blockquote></p><p> Cloud computing, once the exclusive turf of the duopoly of Amazon.com Inc.&nbsp;and Microsoft Corp., is becoming a more egalitarian field with stable competition thanks to companies' move toward leveraging multiple cloud-computing systems at once -- opening potential riches for Alphabet Inc. parent Google&nbsp;(GOOGL), Oracle Corp., and International Business Machines Corp..</p><p><blockquote>云计算曾经是亚马逊公司和微软公司双头垄断的领地，由于公司开始同时利用多个云计算系统，云计算正在成为一个更加平等的领域，竞争稳定，这为Alphabet公司的母公司谷歌（GOOGL）、甲骨文公司和国际商业机器公司带来了潜在的财富。</blockquote></p><p> The move to what is known as a multi-cloud approach handling the cloud-computing needs of enterprises and government agencies has turned the multibillion-dollar industry on its proverbial ear, giving every major cloud provider a shot at landing contracts with enterprise customers and government agencies. And it is happening without threats of lawsuits or antitrust legislation.</p><p><blockquote>转向所谓的多云方法来处理企业和政府机构的云计算需求，这让这个价值数十亿美元的行业耳目一新，让每个主要的云提供商都有机会与企业客户和政府机构签订合同。而且这是在没有诉讼或反垄断立法威胁的情况下发生的。</blockquote></p><p> \"Financial services. Health care. Retail. Government agencies. Nearly every industry is embracing multi-cloud,\" Tom Keane, corporate vice president of Azure Global at Microsoft, told MarketWatch.</p><p><blockquote>“金融服务、医疗保健、零售、政府机构。几乎每个行业都在拥抱多云，”微软Azure Global公司副总裁Tom Keane告诉MarketWatch。</blockquote></p><p> \"It is a logical continuation of moving more stuff to the cloud,\" Clay Magouyrk, executive vice president of Oracle Cloud, told MarketWatch. \"The reality is that 75% to 85% of server-side computing is stored in on-premises computing\" that will eventually move to cloud computing.</p><p><blockquote>Oracle云执行副总裁Clay Magouyrk告诉MarketWatch：“这是将更多内容迁移到云的合乎逻辑的延续。”“现实情况是，75%到85%的服务器端计算存储在本地计算中”，最终将转移到云计算。</blockquote></p><p> Gartner's 2020 cloud end-user buying behavior study found 76% of respondents reported using more than one cloud provider, a figure that has increased and continues to rise.</p><p><blockquote>Gartner的2020年云最终用户购买行为研究发现，76%的受访者表示使用了多家云提供商，这一数字已经增加并继续上升。</blockquote></p><p> \"Customers have choice now. Four to five years ago, they had one or two options,\" Will Grannis, managing director of Google Cloud's office of the CTO. A major consideration, he said, is agility in technology.</p><p><blockquote>谷歌云首席技术官办公室常务董事Will Grannis表示：“客户现在有选择。四五年前，他们只有一两个选择。”他说，一个主要的考虑因素是技术的灵活性。</blockquote></p><p> \"If you stick with one vendor, you are beholden to their technology,\" Grannis told MarketWatch. \"As a former CTO, what you want is what's best for customers and they want cloud vendors to provide apps and services that are flexible. And what happens when the market shifts and user demands change?\"</p><p><blockquote>“如果你坚持使用一家供应商，你就会感谢他们的技术，”格兰尼斯告诉MarketWatch。“作为一名前CTO，你想要的是对客户最好的，他们希望云供应商提供灵活的应用和服务。当市场发生变化和用户需求发生变化时会发生什么？”</blockquote></p><p> Gartner analyst Sid Nag acknowledged multi-cloud is impacting Amazon and Microsoft to some degree, but is unlikely to radically shift market share numbers or revenue in a total global market expected to reach $482 billion in 2022, up from $396 billion this year.</p><p><blockquote>Gartner分析师Sid Nag承认，云计算在一定程度上影响了亚马逊和微软，但不太可能从根本上改变全球市场的市场份额或收入，预计2022年全球市场总额将达到4820亿美元，高于今年的3960亿美元。</blockquote></p><p> Amazon's AWS will maintain its status as primary vendor among most businesses because of onerous costs to remove and replace already existing systems. \"The others will get more crumbs\" as enterprises expand operations to include specialized technology from other vendors, Nag told MarketWatch</p><p><blockquote>由于移除和更换现有系统的成本高昂，亚马逊的AWS将保持其在大多数企业中的主要供应商地位。纳格告诉MarketWatch，随着企业扩大业务以纳入其他供应商的专业技术，“其他人将获得更多面包屑”</blockquote></p><p> Still, the playing field has become much more crowded as evidenced by competition over the Joint Warfighting Cloud Capability (JWCC), a multibillion-dollar Defense Department contract expected to be parceled toAmazon, Microsoft, Google, Oracle, and IBM. Its predecessor, the now-canceled Joint Enterprise Defense Infrastructure (JEDI), went to just one vendor (Microsoft), JWCC could be parceled to all five major players.</p><p><blockquote>尽管如此，竞争环境已经变得更加拥挤，联合作战云能力(JWCC)的竞争就证明了这一点，这是一份价值数十亿美元的国防部合同，预计将分发给亚马逊、微软、谷歌、甲骨文和IBM。它的前身，现已取消的联合企业防御基础设施（JEDI），只给了一个供应商（微软），JWCC可以分发给所有五个主要参与者。</blockquote></p><p> \"We're just coming to the end of Chapter 1 of the cloud. As JEDI showed, there is a shift to multi-cloud to address risk and cybersecurity,\" Howard Boville, head of IBM Cloud Platform, told MarketWatch.</p><p><blockquote>IBM云平台负责人霍华德·博维尔(Howard Boville)告诉MarketWatch：“我们刚刚进入云计算第一章的尾声。正如JEDI所展示的那样，人们正在转向多云来解决风险和网络安全问题。”</blockquote></p><p> The egalitarian nature of multi-cloud deals is a byproduct of blur-fast innovation in the field and IT self preservation. Executives at all five major cloud providers used a variation of the word \"risk\" to explain a key motivation for customers moving to multiple vendors: They want to protect and safeguard data with the best technology available, and at any time.</p><p><blockquote>多云交易的平等主义本质是该领域快速创新和IT自我保护的副产品。所有五大云提供商的高管都使用了“风险”一词的变体来解释客户转向多个供应商的一个关键动机：他们希望随时利用可用的最佳技术来保护和保障数据。</blockquote></p><p> According to Keane, cloud customers are increasingly spending on existing infrastructure to shore up cybersecurity, as well as enhancing collaboration among employees in flexible data systems. The specter of COVID -- and its emphasis on working from home -- has only accelerated cloud adoption.</p><p><blockquote>Keane表示，云客户越来越多地在现有基础设施上投入资金，以支持网络安全，并加强灵活数据系统中员工之间的协作。COVID的幽灵及其对在家工作的强调只会加速云的采用。</blockquote></p><p> \"It is all about optimization and design of business processes and models such as procure to pay, record to report, issue to resolution, opportunity to order. This forces you down a path to work with multiple vendors,\" Xerox Chief Technology Officer Naresh Shanker told MarketWatch.</p><p><blockquote>施乐首席技术官Naresh Shanker表示：“这一切都与业务流程和模型的优化和设计有关，例如采购到支付、记录到报告、问题到解决、订购机会。这迫使您走上与多个供应商合作的道路。”告诉MarketWatch。</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>Why Amazon and Microsoft won't have a stranglehold on cloud computing forever<blockquote>为什么亚马逊和微软不会永远控制云计算</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 Amazon and Microsoft won't have a stranglehold on cloud computing forever<blockquote>为什么亚马逊和微软不会永远控制云计算</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-15 17:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The move to multi-cloud approaches opens up more business for competitors such as Google, IBM and Oracle, though it could be 'crumbs' compared with the two biggest cloud platforms</p><p><blockquote>向多云方法的转变为谷歌、IBM和甲骨文等竞争对手开辟了更多业务，尽管与两个最大的云平台相比，这可能只是“面包屑”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5239f0d02bac1524238ede3adb9f4c69\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"><span>MarketWatch photo illustration/iStockphoto</span></p><p><blockquote><p class=\"t-img-caption\"><span>MarketWatch照片插图/iStockphoto</span></p></blockquote></p><p> The digital clouds are parting, and shining new light on once-fledgling cloud-computing efforts.</p><p><blockquote>数字云正在分离，为曾经羽翼未丰的云计算努力带来了新的曙光。</blockquote></p><p> Cloud computing, once the exclusive turf of the duopoly of Amazon.com Inc.&nbsp;and Microsoft Corp., is becoming a more egalitarian field with stable competition thanks to companies' move toward leveraging multiple cloud-computing systems at once -- opening potential riches for Alphabet Inc. parent Google&nbsp;(GOOGL), Oracle Corp., and International Business Machines Corp..</p><p><blockquote>云计算曾经是亚马逊公司和微软公司双头垄断的领地，由于公司开始同时利用多个云计算系统，云计算正在成为一个更加平等的领域，竞争稳定，这为Alphabet公司的母公司谷歌（GOOGL）、甲骨文公司和国际商业机器公司带来了潜在的财富。</blockquote></p><p> The move to what is known as a multi-cloud approach handling the cloud-computing needs of enterprises and government agencies has turned the multibillion-dollar industry on its proverbial ear, giving every major cloud provider a shot at landing contracts with enterprise customers and government agencies. And it is happening without threats of lawsuits or antitrust legislation.</p><p><blockquote>转向所谓的多云方法来处理企业和政府机构的云计算需求，这让这个价值数十亿美元的行业耳目一新，让每个主要的云提供商都有机会与企业客户和政府机构签订合同。而且这是在没有诉讼或反垄断立法威胁的情况下发生的。</blockquote></p><p> \"Financial services. Health care. Retail. Government agencies. Nearly every industry is embracing multi-cloud,\" Tom Keane, corporate vice president of Azure Global at Microsoft, told MarketWatch.</p><p><blockquote>“金融服务、医疗保健、零售、政府机构。几乎每个行业都在拥抱多云，”微软Azure Global公司副总裁Tom Keane告诉MarketWatch。</blockquote></p><p> \"It is a logical continuation of moving more stuff to the cloud,\" Clay Magouyrk, executive vice president of Oracle Cloud, told MarketWatch. \"The reality is that 75% to 85% of server-side computing is stored in on-premises computing\" that will eventually move to cloud computing.</p><p><blockquote>Oracle云执行副总裁Clay Magouyrk告诉MarketWatch：“这是将更多内容迁移到云的合乎逻辑的延续。”“现实情况是，75%到85%的服务器端计算存储在本地计算中”，最终将转移到云计算。</blockquote></p><p> Gartner's 2020 cloud end-user buying behavior study found 76% of respondents reported using more than one cloud provider, a figure that has increased and continues to rise.</p><p><blockquote>Gartner的2020年云最终用户购买行为研究发现，76%的受访者表示使用了多家云提供商，这一数字已经增加并继续上升。</blockquote></p><p> \"Customers have choice now. Four to five years ago, they had one or two options,\" Will Grannis, managing director of Google Cloud's office of the CTO. A major consideration, he said, is agility in technology.</p><p><blockquote>谷歌云首席技术官办公室常务董事Will Grannis表示：“客户现在有选择。四五年前，他们只有一两个选择。”他说，一个主要的考虑因素是技术的灵活性。</blockquote></p><p> \"If you stick with one vendor, you are beholden to their technology,\" Grannis told MarketWatch. \"As a former CTO, what you want is what's best for customers and they want cloud vendors to provide apps and services that are flexible. And what happens when the market shifts and user demands change?\"</p><p><blockquote>“如果你坚持使用一家供应商，你就会感谢他们的技术，”格兰尼斯告诉MarketWatch。“作为一名前CTO，你想要的是对客户最好的，他们希望云供应商提供灵活的应用和服务。当市场发生变化和用户需求发生变化时会发生什么？”</blockquote></p><p> Gartner analyst Sid Nag acknowledged multi-cloud is impacting Amazon and Microsoft to some degree, but is unlikely to radically shift market share numbers or revenue in a total global market expected to reach $482 billion in 2022, up from $396 billion this year.</p><p><blockquote>Gartner分析师Sid Nag承认，云计算在一定程度上影响了亚马逊和微软，但不太可能从根本上改变全球市场的市场份额或收入，预计2022年全球市场总额将达到4820亿美元，高于今年的3960亿美元。</blockquote></p><p> Amazon's AWS will maintain its status as primary vendor among most businesses because of onerous costs to remove and replace already existing systems. \"The others will get more crumbs\" as enterprises expand operations to include specialized technology from other vendors, Nag told MarketWatch</p><p><blockquote>由于移除和更换现有系统的成本高昂，亚马逊的AWS将保持其在大多数企业中的主要供应商地位。纳格告诉MarketWatch，随着企业扩大业务以纳入其他供应商的专业技术，“其他人将获得更多面包屑”</blockquote></p><p> Still, the playing field has become much more crowded as evidenced by competition over the Joint Warfighting Cloud Capability (JWCC), a multibillion-dollar Defense Department contract expected to be parceled toAmazon, Microsoft, Google, Oracle, and IBM. Its predecessor, the now-canceled Joint Enterprise Defense Infrastructure (JEDI), went to just one vendor (Microsoft), JWCC could be parceled to all five major players.</p><p><blockquote>尽管如此，竞争环境已经变得更加拥挤，联合作战云能力(JWCC)的竞争就证明了这一点，这是一份价值数十亿美元的国防部合同，预计将分发给亚马逊、微软、谷歌、甲骨文和IBM。它的前身，现已取消的联合企业防御基础设施（JEDI），只给了一个供应商（微软），JWCC可以分发给所有五个主要参与者。</blockquote></p><p> \"We're just coming to the end of Chapter 1 of the cloud. As JEDI showed, there is a shift to multi-cloud to address risk and cybersecurity,\" Howard Boville, head of IBM Cloud Platform, told MarketWatch.</p><p><blockquote>IBM云平台负责人霍华德·博维尔(Howard Boville)告诉MarketWatch：“我们刚刚进入云计算第一章的尾声。正如JEDI所展示的那样，人们正在转向多云来解决风险和网络安全问题。”</blockquote></p><p> The egalitarian nature of multi-cloud deals is a byproduct of blur-fast innovation in the field and IT self preservation. Executives at all five major cloud providers used a variation of the word \"risk\" to explain a key motivation for customers moving to multiple vendors: They want to protect and safeguard data with the best technology available, and at any time.</p><p><blockquote>多云交易的平等主义本质是该领域快速创新和IT自我保护的副产品。所有五大云提供商的高管都使用了“风险”一词的变体来解释客户转向多个供应商的一个关键动机：他们希望随时利用可用的最佳技术来保护和保障数据。</blockquote></p><p> According to Keane, cloud customers are increasingly spending on existing infrastructure to shore up cybersecurity, as well as enhancing collaboration among employees in flexible data systems. The specter of COVID -- and its emphasis on working from home -- has only accelerated cloud adoption.</p><p><blockquote>Keane表示，云客户越来越多地在现有基础设施上投入资金，以支持网络安全，并加强灵活数据系统中员工之间的协作。COVID的幽灵及其对在家工作的强调只会加速云的采用。</blockquote></p><p> \"It is all about optimization and design of business processes and models such as procure to pay, record to report, issue to resolution, opportunity to order. This forces you down a path to work with multiple vendors,\" Xerox Chief Technology Officer Naresh Shanker told MarketWatch.</p><p><blockquote>施乐首席技术官Naresh Shanker表示：“这一切都与业务流程和模型的优化和设计有关，例如采购到支付、记录到报告、问题到解决、订购机会。这迫使您走上与多个供应商合作的道路。”告诉MarketWatch。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/why-amazon-and-microsoft-wont-have-a-stranglehold-on-cloud-computing-forever-11634222741?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":{"IBM":"IBM","GOOGL":"谷歌A","AMZN":"亚马逊","MSFT":"微软","ORCL":"甲骨文","GOOG":"谷歌"},"source_url":"https://www.marketwatch.com/story/why-amazon-and-microsoft-wont-have-a-stranglehold-on-cloud-computing-forever-11634222741?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175194750","content_text":"The move to multi-cloud approaches opens up more business for competitors such as Google, IBM and Oracle, though it could be 'crumbs' compared with the two biggest cloud platforms\nMarketWatch photo illustration/iStockphoto\nThe digital clouds are parting, and shining new light on once-fledgling cloud-computing efforts.\nCloud computing, once the exclusive turf of the duopoly of Amazon.com Inc. and Microsoft Corp., is becoming a more egalitarian field with stable competition thanks to companies' move toward leveraging multiple cloud-computing systems at once -- opening potential riches for Alphabet Inc. parent Google (GOOGL), Oracle Corp., and International Business Machines Corp..\nThe move to what is known as a multi-cloud approach handling the cloud-computing needs of enterprises and government agencies has turned the multibillion-dollar industry on its proverbial ear, giving every major cloud provider a shot at landing contracts with enterprise customers and government agencies. And it is happening without threats of lawsuits or antitrust legislation.\n\"Financial services. Health care. Retail. Government agencies. Nearly every industry is embracing multi-cloud,\" Tom Keane, corporate vice president of Azure Global at Microsoft, told MarketWatch.\n\"It is a logical continuation of moving more stuff to the cloud,\" Clay Magouyrk, executive vice president of Oracle Cloud, told MarketWatch. \"The reality is that 75% to 85% of server-side computing is stored in on-premises computing\" that will eventually move to cloud computing.\nGartner's 2020 cloud end-user buying behavior study found 76% of respondents reported using more than one cloud provider, a figure that has increased and continues to rise.\n\"Customers have choice now. Four to five years ago, they had one or two options,\" Will Grannis, managing director of Google Cloud's office of the CTO. A major consideration, he said, is agility in technology.\n\"If you stick with one vendor, you are beholden to their technology,\" Grannis told MarketWatch. \"As a former CTO, what you want is what's best for customers and they want cloud vendors to provide apps and services that are flexible. And what happens when the market shifts and user demands change?\"\nGartner analyst Sid Nag acknowledged multi-cloud is impacting Amazon and Microsoft to some degree, but is unlikely to radically shift market share numbers or revenue in a total global market expected to reach $482 billion in 2022, up from $396 billion this year.\nAmazon's AWS will maintain its status as primary vendor among most businesses because of onerous costs to remove and replace already existing systems. \"The others will get more crumbs\" as enterprises expand operations to include specialized technology from other vendors, Nag told MarketWatch\nStill, the playing field has become much more crowded as evidenced by competition over the Joint Warfighting Cloud Capability (JWCC), a multibillion-dollar Defense Department contract expected to be parceled toAmazon, Microsoft, Google, Oracle, and IBM. Its predecessor, the now-canceled Joint Enterprise Defense Infrastructure (JEDI), went to just one vendor (Microsoft), JWCC could be parceled to all five major players.\n\"We're just coming to the end of Chapter 1 of the cloud. As JEDI showed, there is a shift to multi-cloud to address risk and cybersecurity,\" Howard Boville, head of IBM Cloud Platform, told MarketWatch.\nThe egalitarian nature of multi-cloud deals is a byproduct of blur-fast innovation in the field and IT self preservation. Executives at all five major cloud providers used a variation of the word \"risk\" to explain a key motivation for customers moving to multiple vendors: They want to protect and safeguard data with the best technology available, and at any time.\nAccording to Keane, cloud customers are increasingly spending on existing infrastructure to shore up cybersecurity, as well as enhancing collaboration among employees in flexible data systems. The specter of COVID -- and its emphasis on working from home -- has only accelerated cloud adoption.\n\"It is all about optimization and design of business processes and models such as procure to pay, record to report, issue to resolution, opportunity to order. This forces you down a path to work with multiple vendors,\" Xerox Chief Technology Officer Naresh Shanker told MarketWatch.","news_type":1,"symbols_score_info":{"IBM":0.9,"AMZN":0.9,"ORCL":0.9,"MSFT":0.9,"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":2760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823110409,"gmtCreate":1633597438646,"gmtModify":1633597438854,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573623994106312","authorIdStr":"3573623994106312"},"themes":[],"htmlText":"got for novavax","listText":"got for novavax","text":"got for novavax","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823110409","repostId":"1151077760","repostType":4,"repost":{"id":"1151077760","kind":"news","pubTimestamp":1633597276,"share":"https://www.laohu8.com/m/news/1151077760?lang=zh_CN&edition=full","pubTime":"2021-10-07 17:01","market":"us","language":"en","title":"Here's Why Moderna Stock Dropped Wednesday<blockquote>这就是Moderna股价周三下跌的原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151077760","media":"Motley Fool","summary":"The vaccine maker could lose a key portion of its addressable market.\n\nWhat happened\nShares of Moder","content":"<p>  <b>The vaccine maker could lose a key portion of its addressable market.</b>  <b>What happened</b></p><p><blockquote><b>这家疫苗制造商可能会失去其潜在市场的关键部分。</b><b>发生了什么</b></blockquote></p><p> Shares of&nbsp;<b><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a>&nbsp;</b>fell 9% on Wednesday after Scandinavian health officials said they would take action to limit the use of the drugmaker's COVID-19 vaccine in children and young adults.</p><p><blockquote>本公司之股份<b><a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a> </b>周三下跌9%，此前斯堪的纳维亚卫生官员表示，他们将采取行动限制该制药商的COVID-19疫苗在儿童和年轻人中的使用。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> The Swedish health agency will hold off giving Moderna's drug to people under 30 years old after preliminary data from a not-yet-published study showed a potential higher risk of heart inflammation in those who received the vaccine. \"The connection is especially clear when it comes to Moderna's vaccine Spikevax, especially after the second dose,\" the agency said. Swedish health officials did, however, note that the condition was very rare.</p><p><blockquote>瑞典卫生机构将推迟向30岁以下的人提供Moderna的药物，此前一项尚未发表的研究的初步数据显示，接种疫苗的人患心脏炎症的风险可能更高。该机构表示：“当涉及到Moderna的疫苗Spikevax时，这种联系尤其明显，尤其是在第二剂疫苗之后。”然而，瑞典卫生官员确实指出，这种情况非常罕见。</blockquote></p><p> Denmark will likewise suspend the administration of Moderna's vaccine in kids aged 12 to 17.</p><p><blockquote>丹麦同样将暂停在12至17岁儿童中接种Moderna疫苗。</blockquote></p><p> In its place, the two countries will recommend<b>Pfizer</b>&nbsp;(NYSE:PFE)and<b>BioNTech</b>'s(NASDAQ:BNTX)COVID-19 vaccine. Additionally, Norway reiterated its recommendation that children and young men use Pfizer and BioNTech's drug due to side effects from Moderna that appear to be more prevalent in young males:</p><p><blockquote>相反，这两个国家将建议<b>辉瑞</b>（纽约证券交易所代码：PFE）和<b>BioNTech</b>（纳斯达克：BNTX）COVID-19疫苗。此外，挪威重申建议儿童和年轻男性使用辉瑞和BioNTech的药物，因为Moderna的副作用似乎在年轻男性中更为普遍：</blockquote></p><p> \"Men under the age of 30 should also consider choosing Cominarty when they get vaccinated,\" Norwegian health official Geir Bukholm said.</p><p><blockquote>挪威卫生官员Geir Bukholm说：“30岁以下的男性在接种疫苗时也应该考虑选择Cominarty。”</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> It's not good news when medical professionals recommend a rival's drug in place of your own. But Moderna'sinvestorsshould note that more data from the aforementioned Nordic study is expected in the coming month. The European Medicines Agency (EMA) will review the data to see if additional -- or, perhaps, fewer -- precautions are warranted.</p><p><blockquote>当医疗专业人员推荐竞争对手的药物而不是你自己的药物时，这不是一个好消息。但Moderna的投资者应该注意，上述北欧研究的更多数据预计将在下个月发布。欧洲药品管理局(EMA)将审查这些数据，看看是否需要采取额外的（或者更少的）预防措施。</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>Here's Why Moderna Stock Dropped Wednesday<blockquote>这就是Moderna股价周三下跌的原因</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\">\nHere's Why Moderna Stock Dropped Wednesday<blockquote>这就是Moderna股价周三下跌的原因</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-10-07 17:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>The vaccine maker could lose a key portion of its addressable market.</b>  <b>What happened</b></p><p><blockquote><b>这家疫苗制造商可能会失去其潜在市场的关键部分。</b><b>发生了什么</b></blockquote></p><p> Shares of&nbsp;<b><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a>&nbsp;</b>fell 9% on Wednesday after Scandinavian health officials said they would take action to limit the use of the drugmaker's COVID-19 vaccine in children and young adults.</p><p><blockquote>本公司之股份<b><a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a> </b>周三下跌9%，此前斯堪的纳维亚卫生官员表示，他们将采取行动限制该制药商的COVID-19疫苗在儿童和年轻人中的使用。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> The Swedish health agency will hold off giving Moderna's drug to people under 30 years old after preliminary data from a not-yet-published study showed a potential higher risk of heart inflammation in those who received the vaccine. \"The connection is especially clear when it comes to Moderna's vaccine Spikevax, especially after the second dose,\" the agency said. Swedish health officials did, however, note that the condition was very rare.</p><p><blockquote>瑞典卫生机构将推迟向30岁以下的人提供Moderna的药物，此前一项尚未发表的研究的初步数据显示，接种疫苗的人患心脏炎症的风险可能更高。该机构表示：“当涉及到Moderna的疫苗Spikevax时，这种联系尤其明显，尤其是在第二剂疫苗之后。”然而，瑞典卫生官员确实指出，这种情况非常罕见。</blockquote></p><p> Denmark will likewise suspend the administration of Moderna's vaccine in kids aged 12 to 17.</p><p><blockquote>丹麦同样将暂停在12至17岁儿童中接种Moderna疫苗。</blockquote></p><p> In its place, the two countries will recommend<b>Pfizer</b>&nbsp;(NYSE:PFE)and<b>BioNTech</b>'s(NASDAQ:BNTX)COVID-19 vaccine. Additionally, Norway reiterated its recommendation that children and young men use Pfizer and BioNTech's drug due to side effects from Moderna that appear to be more prevalent in young males:</p><p><blockquote>相反，这两个国家将建议<b>辉瑞</b>（纽约证券交易所代码：PFE）和<b>BioNTech</b>（纳斯达克：BNTX）COVID-19疫苗。此外，挪威重申建议儿童和年轻男性使用辉瑞和BioNTech的药物，因为Moderna的副作用似乎在年轻男性中更为普遍：</blockquote></p><p> \"Men under the age of 30 should also consider choosing Cominarty when they get vaccinated,\" Norwegian health official Geir Bukholm said.</p><p><blockquote>挪威卫生官员Geir Bukholm说：“30岁以下的男性在接种疫苗时也应该考虑选择Cominarty。”</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> It's not good news when medical professionals recommend a rival's drug in place of your own. But Moderna'sinvestorsshould note that more data from the aforementioned Nordic study is expected in the coming month. The European Medicines Agency (EMA) will review the data to see if additional -- or, perhaps, fewer -- precautions are warranted.</p><p><blockquote>当医疗专业人员推荐竞争对手的药物而不是你自己的药物时，这不是一个好消息。但Moderna的投资者应该注意，上述北欧研究的更多数据预计将在下个月发布。欧洲药品管理局(EMA)将审查这些数据，看看是否需要采取额外的（或者更少的）预防措施。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/10/06/heres-why-moderna-stock-dropped-today/\">Motley 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":{"MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2021/10/06/heres-why-moderna-stock-dropped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151077760","content_text":"The vaccine maker could lose a key portion of its addressable market.\n\nWhat happened\nShares of Moderna, Inc. fell 9% on Wednesday after Scandinavian health officials said they would take action to limit the use of the drugmaker's COVID-19 vaccine in children and young adults.\nSo what\nThe Swedish health agency will hold off giving Moderna's drug to people under 30 years old after preliminary data from a not-yet-published study showed a potential higher risk of heart inflammation in those who received the vaccine. \"The connection is especially clear when it comes to Moderna's vaccine Spikevax, especially after the second dose,\" the agency said. Swedish health officials did, however, note that the condition was very rare.\nDenmark will likewise suspend the administration of Moderna's vaccine in kids aged 12 to 17.\nIn its place, the two countries will recommendPfizer (NYSE:PFE)andBioNTech's(NASDAQ:BNTX)COVID-19 vaccine. Additionally, Norway reiterated its recommendation that children and young men use Pfizer and BioNTech's drug due to side effects from Moderna that appear to be more prevalent in young males:\n\"Men under the age of 30 should also consider choosing Cominarty when they get vaccinated,\" Norwegian health official Geir Bukholm said.\nNow what\nIt's not good news when medical professionals recommend a rival's drug in place of your own. But Moderna'sinvestorsshould note that more data from the aforementioned Nordic study is expected in the coming month. The European Medicines Agency (EMA) will review the data to see if additional -- or, perhaps, fewer -- precautions are warranted.","news_type":1,"symbols_score_info":{"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":2777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820671122,"gmtCreate":1633392779387,"gmtModify":1633392779547,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573623994106312","authorIdStr":"3573623994106312"},"themes":[],"htmlText":"Seriously, all these big techs especially social media platform providers have harmed the lives of many children and elderlies getting glued to their algorithms of spending more time on it. It is time to fix it","listText":"Seriously, all these big techs especially social media platform providers have harmed the lives of many children and elderlies getting glued to their algorithms of spending more time on it. It is time to fix it","text":"Seriously, all these big techs especially social media platform providers have harmed the lives of many children and elderlies getting glued to their algorithms of spending more time on it. It is time to fix it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820671122","repostId":"1143781634","repostType":4,"isVote":1,"tweetType":1,"viewCount":2985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860751623,"gmtCreate":1632218275862,"gmtModify":1632802009629,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573623994106312","authorIdStr":"3573623994106312"},"themes":[],"htmlText":"lol..drop 1 day up 100 days","listText":"lol..drop 1 day up 100 days","text":"lol..drop 1 day up 100 days","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860751623","repostId":"1179979342","repostType":4,"isVote":1,"tweetType":1,"viewCount":1467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817835609,"gmtCreate":1630929608901,"gmtModify":1632905106962,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573623994106312","authorIdStr":"3573623994106312"},"themes":[],"htmlText":"this is great news","listText":"this is great news","text":"this is great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817835609","repostId":"1121589231","repostType":4,"repost":{"id":"1121589231","kind":"news","pubTimestamp":1630927585,"share":"https://www.laohu8.com/m/news/1121589231?lang=zh_CN&edition=full","pubTime":"2021-09-06 19:26","market":"us","language":"en","title":"This Could Be Novavax's Ace in the Hole<blockquote>这可能是Novavax的王牌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121589231","media":"Motley Fool","summary":"Hint: It's not the company's COVID-19 vaccine.\n\nKey Points\n\nNovavax put its flu vaccine program on t","content":"<p>  <b>Hint: It's not the company's COVID-19 vaccine.</b>  <b>Key Points</b></p><p><blockquote><b>提示：这不是该公司的新冠肺炎疫苗。</b><b>要点</b></blockquote></p><p> <ul>  <li>Novavax put its flu vaccine program on the back burner after shifting to focus on COVID-19 in 2020.</li>  <li>The company has already reported positive results from a late-stage study of its experimental NanoFlu flu vaccine.</li>  <li>Novavax is moving forward with testing a COVID-19/flu combo that could potentially set the company apart from other vaccine makers.</li> </ul> <b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a> </b>has its skeptics. Some point to the company's history of failure. Its respiratory syncytial virus (RSV) vaccine candidate ResVax experienced two clinical setbacks, and it haspushed back its anticipated timelinefor filing for Emergency Use Authorizations (EUAs) of its COVID-19 vaccine candidate NVX-CoV2373 three times.</p><p><blockquote><ul><li>Novavax在2020年将重点转向COVID-19后，将其流感疫苗计划置于次要位置。</li><li>该公司已经报告了其实验性纳米流感疫苗后期研究的积极结果。</li><li>Novavax正在推进新冠肺炎/流感组合的测试，这可能会使该公司有别于其他疫苗制造商。</li></ul><b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>有怀疑者。一些人指出了该公司的失败历史。其呼吸道合胞病毒(RSV)候选疫苗ResVax经历了两次临床挫折，并三次推迟了申请COVID-19候选疫苗NVX-CoV2373紧急使用授权(EUA)的预期时间表。</blockquote></p><p> However, the future for this biotech stock could be brighter than many critics think. Novavax should file for EUA in the U.K. for NVX-CoV2373 within weeks, followed quickly by filings in the European Union and other countries.</p><p><blockquote>然而，这只生物技术股票的未来可能比许多批评者想象的更光明。Novavax应在几周内在英国申请NVX-CoV2373的EUA，随后很快在欧盟和其他国家提交申请。</blockquote></p><p> Its COVID-19 vaccine, while somewhat late to the party, could still be a commercial success for Novavax. But there's also another candidate in the company's pipeline that just might be its ace in the hole.</p><p><blockquote>Novavax的COVID-19疫苗虽然姗姗来迟，但仍可能取得商业成功。但该公司的管道中还有另一个候选人，可能是其王牌。</blockquote></p><p> <b>A hot candidate on the back burner</b></p><p><blockquote><b>被搁置的热门候选人</b></blockquote></p><p> With all of the hubbub over NVX-CoV2373, it's easy to forget that it wasn't all that long ago that investors were excited about another experimental vaccine developed by Novavax. The company had high hopes for flu vaccine candidate NanoFlu after reporting encouraging results in early 2018 from a phase 1/2 study.</p><p><blockquote>随着NVX-CoV2373的喧嚣，人们很容易忘记，就在不久前，投资者还对Novavax开发的另一种实验性疫苗感到兴奋。该公司在2018年初报告了1/2期研究的令人鼓舞的结果后，对候选流感疫苗NanoFlu寄予厚望。</blockquote></p><p> Novavax advanced NanoFlu into phase 2 testing in older adults in September 2018. It reported more good news from that clinical trial in January 2019.</p><p><blockquote>Novavax于2018年9月将NanoFlu推进到老年人的2期测试。它在2019年1月报道了该临床试验的更多好消息。</blockquote></p><p> That set the stage for NanoFlu's phase 3 study -- a head-to-head comparison with<b>Sanofi</b>'s&nbsp;approved flu vaccine FluZone Quadrivalent. The study began in October 2019. The following March, Novavax announced positive results, with NanoFlu clearly beating FluZone in the study's primary and secondary endpoints.</p><p><blockquote>这为NanoFlu的3期研究奠定了基础——与<b>赛诺菲</b>批准的流感疫苗FluZone四价。该研究于2019年10月开始。次年3月，Novavax宣布了积极的结果，NanoFlu在该研究的主要和次要终点上明显击败了FluZone。</blockquote></p><p> The company seemed to be set to move quickly to file for approval of NanoFlu. However, its flu vaccine program was pushed to the back burner with Novavax moving forward with its COVID-19 vaccine development.</p><p><blockquote>该公司似乎准备迅速申请批准NanoFlu。然而，随着Novavax推进其COVID-19疫苗开发，其流感疫苗计划被推到了次要位置。</blockquote></p><p> <b>A compelling combo</b></p><p><blockquote><b>引人注目的组合</b></blockquote></p><p> It made sense that Novavax chose to focus on its COVID-19 program. The opportunity was too great to ignore, and Novavax's resources could only be spread out so far. And with the U.S. government throwing $1.6 billion the company's way to develop NVX-CoV2373, a shift in priorities was a no-brainer.</p><p><blockquote>Novavax选择专注于其COVID-19项目是有道理的。这个机会太大了，不容忽视，Novavax的资源只能分散到这里。随着美国政府向该公司投入16亿美元开发NVX-CoV2373，优先事项的转变是显而易见的。</blockquote></p><p> However, Novavax certainly hasn't forgotten about NanoFlu. The company thinks that a combination COVID-19/flu vaccine featuring NVX-CoV2373 and NanoFlu could be a winner.</p><p><blockquote>然而，Novavax当然没有忘记NanoFlu。该公司认为，以NVX-CoV2373和NanoFlu为特色的新冠肺炎/流感联合疫苗可能会成为赢家。</blockquote></p><p> Novavax has already announced promising preclinical data evaluating a NanoFlu/NVX-CoV2373 combination vaccine. It plans to initiate a phase 1 study in Australia later this year to evaluate the experimental combo.</p><p><blockquote>Novavax已经宣布了评估NanoFlu/NVX-CoV2373组合疫苗的有希望的临床前数据。该公司计划今年晚些时候在澳大利亚启动一项一期研究，以评估该实验性组合。</blockquote></p><p> NanoFlu truly could be the key to Novavax setting itself apart from other COVID-19 vaccine makers.<b>Pfizer</b>&nbsp;and<b>BioNTech</b>&nbsp;are working on a flu vaccine candidate, but it hasn't advanced into clinical testing yet.<b>Moderna</b>only recently began early-stage clinical studies of its experimental flu vaccine.</p><p><blockquote>NanoFlu确实可能是Novavax区别于其他COVID-19疫苗制造商的关键。<b>辉瑞</b>和<b>BioNTech</b>正在研究一种候选流感疫苗，但尚未进入临床测试。<b>现代</b>直到最近才开始对其实验性流感疫苗进行早期临床研究。</blockquote></p><p> Meanwhile, Novavax has already demonstrated NanoFlu's safety and efficacy. It's also already moving ahead with clinical testing of a COVID-19/flu combo vaccine, something that rivals haven't done yet. Should annual boosters for COVID-19 be needed in the future, a combo COVID-19/flu vaccine could provide a compelling value proposition. Novavax appears to be the leader on this front.</p><p><blockquote>与此同时，Novavax已经证明了NanoFlu的安全性和有效性。它还已经在推进新冠肺炎/流感组合疫苗的临床测试，这是竞争对手尚未做到的。如果未来需要新冠肺炎的年度加强剂，新冠肺炎/流感联合疫苗可以提供一个令人信服的价值主张。Novavax似乎是这方面的领导者。</blockquote></p><p> <b>A good bet?</b></p><p><blockquote><b>一个好赌注？</b></blockquote></p><p> I understand why some might be skeptical about Novavax considering the company's past track record. However, the company is in a better position than ever to succeed. Novavax has already reported positive results for NVX-CoV2373 from late-stage studies in the U.K. and the U.S. The primary hurdle now is to complete the regulatory filings for the vaccine.</p><p><blockquote>考虑到Novavax过去的业绩记录，我理解为什么有些人可能会对该公司持怀疑态度。然而，该公司比以往任何时候都更有能力取得成功。Novavax已经报告了英国和美国后期研究中NVX-CoV2373的积极结果。现在的主要障碍是完成疫苗的监管备案。</blockquote></p><p> Assuming Novavax wins EUAs, it should be set to make a boatload of money. The company recently signed a deal with the European Union to supply 100 million doses initially and up to 100 million additional doses of NVX-CoV2373. Novavax could soon have ample financial resources to fund its COVID-19/flu combo vaccine program.</p><p><blockquote>假设Novavax赢得EUA，它应该会赚很多钱。该公司最近与欧盟签署了一项协议，最初供应1亿剂NVX-CoV2373，并额外供应1亿剂。Novavax可能很快就会有充足的财政资源来资助其新冠肺炎/流感组合疫苗项目。</blockquote></p><p> It's not surprising at all to me that analysts are bullish about thevaccine stock. With the attractive prospects for NVX-CoV2373 and NanoFlu as its ace in the hole, Novavax appears to be a pretty good bet.</p><p><blockquote>分析师看好疫苗股票对我来说一点也不奇怪。凭借NVX-CoV2373和NanoFlu作为王牌的诱人前景，Novavax似乎是一个不错的选择。</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>This Could Be Novavax's Ace in the Hole<blockquote>这可能是Novavax的王牌</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\">\nThis Could Be Novavax's Ace in the Hole<blockquote>这可能是Novavax的王牌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-09-06 19:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Hint: It's not the company's COVID-19 vaccine.</b>  <b>Key Points</b></p><p><blockquote><b>提示：这不是该公司的新冠肺炎疫苗。</b><b>要点</b></blockquote></p><p> <ul>  <li>Novavax put its flu vaccine program on the back burner after shifting to focus on COVID-19 in 2020.</li>  <li>The company has already reported positive results from a late-stage study of its experimental NanoFlu flu vaccine.</li>  <li>Novavax is moving forward with testing a COVID-19/flu combo that could potentially set the company apart from other vaccine makers.</li> </ul> <b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a> </b>has its skeptics. Some point to the company's history of failure. Its respiratory syncytial virus (RSV) vaccine candidate ResVax experienced two clinical setbacks, and it haspushed back its anticipated timelinefor filing for Emergency Use Authorizations (EUAs) of its COVID-19 vaccine candidate NVX-CoV2373 three times.</p><p><blockquote><ul><li>Novavax在2020年将重点转向COVID-19后，将其流感疫苗计划置于次要位置。</li><li>该公司已经报告了其实验性纳米流感疫苗后期研究的积极结果。</li><li>Novavax正在推进新冠肺炎/流感组合的测试，这可能会使该公司有别于其他疫苗制造商。</li></ul><b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>有怀疑者。一些人指出了该公司的失败历史。其呼吸道合胞病毒(RSV)候选疫苗ResVax经历了两次临床挫折，并三次推迟了申请COVID-19候选疫苗NVX-CoV2373紧急使用授权(EUA)的预期时间表。</blockquote></p><p> However, the future for this biotech stock could be brighter than many critics think. Novavax should file for EUA in the U.K. for NVX-CoV2373 within weeks, followed quickly by filings in the European Union and other countries.</p><p><blockquote>然而，这只生物技术股票的未来可能比许多批评者想象的更光明。Novavax应在几周内在英国申请NVX-CoV2373的EUA，随后很快在欧盟和其他国家提交申请。</blockquote></p><p> Its COVID-19 vaccine, while somewhat late to the party, could still be a commercial success for Novavax. But there's also another candidate in the company's pipeline that just might be its ace in the hole.</p><p><blockquote>Novavax的COVID-19疫苗虽然姗姗来迟，但仍可能取得商业成功。但该公司的管道中还有另一个候选人，可能是其王牌。</blockquote></p><p> <b>A hot candidate on the back burner</b></p><p><blockquote><b>被搁置的热门候选人</b></blockquote></p><p> With all of the hubbub over NVX-CoV2373, it's easy to forget that it wasn't all that long ago that investors were excited about another experimental vaccine developed by Novavax. The company had high hopes for flu vaccine candidate NanoFlu after reporting encouraging results in early 2018 from a phase 1/2 study.</p><p><blockquote>随着NVX-CoV2373的喧嚣，人们很容易忘记，就在不久前，投资者还对Novavax开发的另一种实验性疫苗感到兴奋。该公司在2018年初报告了1/2期研究的令人鼓舞的结果后，对候选流感疫苗NanoFlu寄予厚望。</blockquote></p><p> Novavax advanced NanoFlu into phase 2 testing in older adults in September 2018. It reported more good news from that clinical trial in January 2019.</p><p><blockquote>Novavax于2018年9月将NanoFlu推进到老年人的2期测试。它在2019年1月报道了该临床试验的更多好消息。</blockquote></p><p> That set the stage for NanoFlu's phase 3 study -- a head-to-head comparison with<b>Sanofi</b>'s&nbsp;approved flu vaccine FluZone Quadrivalent. The study began in October 2019. The following March, Novavax announced positive results, with NanoFlu clearly beating FluZone in the study's primary and secondary endpoints.</p><p><blockquote>这为NanoFlu的3期研究奠定了基础——与<b>赛诺菲</b>批准的流感疫苗FluZone四价。该研究于2019年10月开始。次年3月，Novavax宣布了积极的结果，NanoFlu在该研究的主要和次要终点上明显击败了FluZone。</blockquote></p><p> The company seemed to be set to move quickly to file for approval of NanoFlu. However, its flu vaccine program was pushed to the back burner with Novavax moving forward with its COVID-19 vaccine development.</p><p><blockquote>该公司似乎准备迅速申请批准NanoFlu。然而，随着Novavax推进其COVID-19疫苗开发，其流感疫苗计划被推到了次要位置。</blockquote></p><p> <b>A compelling combo</b></p><p><blockquote><b>引人注目的组合</b></blockquote></p><p> It made sense that Novavax chose to focus on its COVID-19 program. The opportunity was too great to ignore, and Novavax's resources could only be spread out so far. And with the U.S. government throwing $1.6 billion the company's way to develop NVX-CoV2373, a shift in priorities was a no-brainer.</p><p><blockquote>Novavax选择专注于其COVID-19项目是有道理的。这个机会太大了，不容忽视，Novavax的资源只能分散到这里。随着美国政府向该公司投入16亿美元开发NVX-CoV2373，优先事项的转变是显而易见的。</blockquote></p><p> However, Novavax certainly hasn't forgotten about NanoFlu. The company thinks that a combination COVID-19/flu vaccine featuring NVX-CoV2373 and NanoFlu could be a winner.</p><p><blockquote>然而，Novavax当然没有忘记NanoFlu。该公司认为，以NVX-CoV2373和NanoFlu为特色的新冠肺炎/流感联合疫苗可能会成为赢家。</blockquote></p><p> Novavax has already announced promising preclinical data evaluating a NanoFlu/NVX-CoV2373 combination vaccine. It plans to initiate a phase 1 study in Australia later this year to evaluate the experimental combo.</p><p><blockquote>Novavax已经宣布了评估NanoFlu/NVX-CoV2373组合疫苗的有希望的临床前数据。该公司计划今年晚些时候在澳大利亚启动一项一期研究，以评估该实验性组合。</blockquote></p><p> NanoFlu truly could be the key to Novavax setting itself apart from other COVID-19 vaccine makers.<b>Pfizer</b>&nbsp;and<b>BioNTech</b>&nbsp;are working on a flu vaccine candidate, but it hasn't advanced into clinical testing yet.<b>Moderna</b>only recently began early-stage clinical studies of its experimental flu vaccine.</p><p><blockquote>NanoFlu确实可能是Novavax区别于其他COVID-19疫苗制造商的关键。<b>辉瑞</b>和<b>BioNTech</b>正在研究一种候选流感疫苗，但尚未进入临床测试。<b>现代</b>直到最近才开始对其实验性流感疫苗进行早期临床研究。</blockquote></p><p> Meanwhile, Novavax has already demonstrated NanoFlu's safety and efficacy. It's also already moving ahead with clinical testing of a COVID-19/flu combo vaccine, something that rivals haven't done yet. Should annual boosters for COVID-19 be needed in the future, a combo COVID-19/flu vaccine could provide a compelling value proposition. Novavax appears to be the leader on this front.</p><p><blockquote>与此同时，Novavax已经证明了NanoFlu的安全性和有效性。它还已经在推进新冠肺炎/流感组合疫苗的临床测试，这是竞争对手尚未做到的。如果未来需要新冠肺炎的年度加强剂，新冠肺炎/流感联合疫苗可以提供一个令人信服的价值主张。Novavax似乎是这方面的领导者。</blockquote></p><p> <b>A good bet?</b></p><p><blockquote><b>一个好赌注？</b></blockquote></p><p> I understand why some might be skeptical about Novavax considering the company's past track record. However, the company is in a better position than ever to succeed. Novavax has already reported positive results for NVX-CoV2373 from late-stage studies in the U.K. and the U.S. The primary hurdle now is to complete the regulatory filings for the vaccine.</p><p><blockquote>考虑到Novavax过去的业绩记录，我理解为什么有些人可能会对该公司持怀疑态度。然而，该公司比以往任何时候都更有能力取得成功。Novavax已经报告了英国和美国后期研究中NVX-CoV2373的积极结果。现在的主要障碍是完成疫苗的监管备案。</blockquote></p><p> Assuming Novavax wins EUAs, it should be set to make a boatload of money. The company recently signed a deal with the European Union to supply 100 million doses initially and up to 100 million additional doses of NVX-CoV2373. Novavax could soon have ample financial resources to fund its COVID-19/flu combo vaccine program.</p><p><blockquote>假设Novavax赢得EUA，它应该会赚很多钱。该公司最近与欧盟签署了一项协议，最初供应1亿剂NVX-CoV2373，并额外供应1亿剂。Novavax可能很快就会有充足的财政资源来资助其新冠肺炎/流感组合疫苗项目。</blockquote></p><p> It's not surprising at all to me that analysts are bullish about thevaccine stock. With the attractive prospects for NVX-CoV2373 and NanoFlu as its ace in the hole, Novavax appears to be a pretty good bet.</p><p><blockquote>分析师看好疫苗股票对我来说一点也不奇怪。凭借NVX-CoV2373和NanoFlu作为王牌的诱人前景，Novavax似乎是一个不错的选择。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/09/06/this-could-be-novavaxs-ace-in-the-hole/\">Motley 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":{"NVAX":"诺瓦瓦克斯医药"},"source_url":"https://www.fool.com/investing/2021/09/06/this-could-be-novavaxs-ace-in-the-hole/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121589231","content_text":"Hint: It's not the company's COVID-19 vaccine.\n\nKey Points\n\nNovavax put its flu vaccine program on the back burner after shifting to focus on COVID-19 in 2020.\nThe company has already reported positive results from a late-stage study of its experimental NanoFlu flu vaccine.\nNovavax is moving forward with testing a COVID-19/flu combo that could potentially set the company apart from other vaccine makers.\n\nNovavax has its skeptics. Some point to the company's history of failure. Its respiratory syncytial virus (RSV) vaccine candidate ResVax experienced two clinical setbacks, and it haspushed back its anticipated timelinefor filing for Emergency Use Authorizations (EUAs) of its COVID-19 vaccine candidate NVX-CoV2373 three times.\nHowever, the future for this biotech stock could be brighter than many critics think. Novavax should file for EUA in the U.K. for NVX-CoV2373 within weeks, followed quickly by filings in the European Union and other countries.\nIts COVID-19 vaccine, while somewhat late to the party, could still be a commercial success for Novavax. But there's also another candidate in the company's pipeline that just might be its ace in the hole.\nA hot candidate on the back burner\nWith all of the hubbub over NVX-CoV2373, it's easy to forget that it wasn't all that long ago that investors were excited about another experimental vaccine developed by Novavax. The company had high hopes for flu vaccine candidate NanoFlu after reporting encouraging results in early 2018 from a phase 1/2 study.\nNovavax advanced NanoFlu into phase 2 testing in older adults in September 2018. It reported more good news from that clinical trial in January 2019.\nThat set the stage for NanoFlu's phase 3 study -- a head-to-head comparison withSanofi's approved flu vaccine FluZone Quadrivalent. The study began in October 2019. The following March, Novavax announced positive results, with NanoFlu clearly beating FluZone in the study's primary and secondary endpoints.\nThe company seemed to be set to move quickly to file for approval of NanoFlu. However, its flu vaccine program was pushed to the back burner with Novavax moving forward with its COVID-19 vaccine development.\nA compelling combo\nIt made sense that Novavax chose to focus on its COVID-19 program. The opportunity was too great to ignore, and Novavax's resources could only be spread out so far. And with the U.S. government throwing $1.6 billion the company's way to develop NVX-CoV2373, a shift in priorities was a no-brainer.\nHowever, Novavax certainly hasn't forgotten about NanoFlu. The company thinks that a combination COVID-19/flu vaccine featuring NVX-CoV2373 and NanoFlu could be a winner.\nNovavax has already announced promising preclinical data evaluating a NanoFlu/NVX-CoV2373 combination vaccine. It plans to initiate a phase 1 study in Australia later this year to evaluate the experimental combo.\nNanoFlu truly could be the key to Novavax setting itself apart from other COVID-19 vaccine makers.Pfizer andBioNTech are working on a flu vaccine candidate, but it hasn't advanced into clinical testing yet.Modernaonly recently began early-stage clinical studies of its experimental flu vaccine.\nMeanwhile, Novavax has already demonstrated NanoFlu's safety and efficacy. It's also already moving ahead with clinical testing of a COVID-19/flu combo vaccine, something that rivals haven't done yet. Should annual boosters for COVID-19 be needed in the future, a combo COVID-19/flu vaccine could provide a compelling value proposition. Novavax appears to be the leader on this front.\nA good bet?\nI understand why some might be skeptical about Novavax considering the company's past track record. However, the company is in a better position than ever to succeed. Novavax has already reported positive results for NVX-CoV2373 from late-stage studies in the U.K. and the U.S. The primary hurdle now is to complete the regulatory filings for the vaccine.\nAssuming Novavax wins EUAs, it should be set to make a boatload of money. The company recently signed a deal with the European Union to supply 100 million doses initially and up to 100 million additional doses of NVX-CoV2373. Novavax could soon have ample financial resources to fund its COVID-19/flu combo vaccine program.\nIt's not surprising at all to me that analysts are bullish about thevaccine stock. With the attractive prospects for NVX-CoV2373 and NanoFlu as its ace in the hole, Novavax appears to be a pretty good bet.","news_type":1,"symbols_score_info":{"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":3122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814557430,"gmtCreate":1630850211720,"gmtModify":1632905529102,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573623994106312","authorIdStr":"3573623994106312"},"themes":[],"htmlText":"gogogo","listText":"gogogo","text":"gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814557430","repostId":"1155996171","repostType":2,"isVote":1,"tweetType":1,"viewCount":3747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812375492,"gmtCreate":1630557996316,"gmtModify":1632472763887,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573623994106312","authorIdStr":"3573623994106312"},"themes":[],"htmlText":"cool","listText":"cool","text":"cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/812375492","repostId":"2164481914","repostType":4,"isVote":1,"tweetType":1,"viewCount":1942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834379063,"gmtCreate":1629775251952,"gmtModify":1633682510678,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573623994106312","authorIdStr":"3573623994106312"},"themes":[],"htmlText":"More business for Amazon?","listText":"More business for Amazon?","text":"More business for Amazon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/834379063","repostId":"2161705845","repostType":4,"isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832074247,"gmtCreate":1629551688389,"gmtModify":1633684077256,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573623994106312","authorIdStr":"3573623994106312"},"themes":[],"htmlText":"i think this is all politics rather than actual help for humanity","listText":"i think this is all politics rather than actual help for humanity","text":"i think this is all politics rather than actual help for humanity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832074247","repostId":"2161745179","repostType":4,"isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838138747,"gmtCreate":1629380352989,"gmtModify":1633685292190,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573623994106312","authorIdStr":"3573623994106312"},"themes":[],"htmlText":"drop more","listText":"drop more","text":"drop more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/838138747","repostId":"1169697543","repostType":4,"isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831369018,"gmtCreate":1629289431034,"gmtModify":1633685962112,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573623994106312","authorIdStr":"3573623994106312"},"themes":[],"htmlText":"thanks//<a href=\"https://laohu8.com/U/3586228965364851\">@yyhwin12345</a>:hi","listText":"thanks//<a href=\"https://laohu8.com/U/3586228965364851\">@yyhwin12345</a>:hi","text":"thanks//@yyhwin12345:hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831369018","repostId":"1195810252","repostType":4,"repost":{"id":"1195810252","kind":"news","pubTimestamp":1629258706,"share":"https://www.laohu8.com/m/news/1195810252?lang=zh_CN&edition=full","pubTime":"2021-08-18 11:51","market":"us","language":"en","title":"Palantir: Lord Of Growth, ARK Invest, And Becoming Lord Of The Market<blockquote>Palantir：增长之王、方舟投资并成为市场之王</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195810252","media":"seekingalpha","summary":"Summary\n\nPalantir increased its full-year 2021 adjusted free cash flow outlook by 100% and is now pr","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir increased its full-year 2021 adjusted free cash flow outlook by 100% and is now projecting $300+ million while maintaining its 30%+ annual revenue growth through 2025.</li>  <li>Palantir added 20 new customers in Q2 2021, its average revenue per customer increased 19% to $7.9 million, and average revenue per top 20 customers grew 36% to $39 million.</li>  <li>Palantir ended Q2 2021 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY.</li>  <li>I believe Palantir is being conservative, and based on its growth rates, will exceed $400 million in Q3 2021 revenue and produce another earnings beat.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83b3fc1e0f8404557baa075b9aa8d122\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>Palantir将2021年全年调整后自由现金流预期提高了100%，目前预计将达到3亿美元以上，同时到2025年保持30%以上的年收入增长。</li><li>Palantir在2021年第二季度增加了20个新客户，每个客户的平均收入增长了19%，达到790万美元，前20名客户的平均收入增长了36%，达到3900万美元。</li><li>截至2021年第二季度，Palantir的剩余交易总额为34亿美元，同比增长63%。</li><li>我认为Palantir是保守的，根据其增长率，2021年第三季度的收入将超过4亿美元，并再次实现盈利增长。</li></ul><p class=\"t-img-caption\"><span>斯科特·奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> Only time will tell if the bears concede and reverse their stance on Palantir(NYSE:PLTR). It's been a tug of war, and commentators have made&nbsp;statements&nbsp;such as \"I think it's too much of a black box to get a real read on the business.\"PLTR&nbsp;is coming out of earnings season as the lord of the earnings as revenue increased by 49% YoY, and PLTR raises its 2021 full-year outlook.ARK Invest&nbsp;took the opportunity to add 5.2 million shares on Thursday after earnings were announced through six individual purchases throughout the day. I continuously become more bullish on PLTR after each earnings report, and Q2 2021 didn't disappoint.</p><p><blockquote>只有时间才能证明空头是否会让步并改变对Palantir（纽约证券交易所股票代码：PLTR）的立场。这是一场拉锯战，评论员们发表了诸如“我认为这是一个太多的黑匣子，无法真正了解该业务。”PLTR即将结束财报季，成为财报之王，营收同比增长49%，PLTR上调了2021年全年预期。周四，ARK Invest趁机增持了520万股全天六次单独购买。每份收益报告发布后，我不断更加看好PLTR，2021年第二季度也没有让人失望。</blockquote></p><p> Over the last decade, software companies have experienced an extraordinary bull market as the evolution of technology transformed the business landscape. Regardless of the sector, evolution never stops, and in 2021, technology has become the backbone of enterprise. I wish the bears would get past the fact that PLTR can't discuss part of its business as it's a matter of national security. Being a top vendor with the United States government is positive, and all that matters are the numbers being reported. As investors, we don't need the details of what PLTR is doing with the military. The United States Government and PLTR both report what entities are doing business with PLTR, the contract duration, and the monetary value of the contract. The second jab bears would make against PLTR was the lack of commercial contracts. After the first six months of 2021, PLTR has put this to bed as its commercial customer count grew by 20% QoQ while commercial revenue increased 28% YoY. PLTR is becoming one of the most important software companies of the decade, and we have only begun to scratch the surface.</p><p><blockquote>在过去的十年里，随着技术的发展改变了商业格局，软件公司经历了一场非同寻常的牛市。无论哪个领域，进化从未停止，2021年，技术已经成为企业的支柱。我希望看空者能够忘记PLTR不能讨论其部分业务的事实，因为这关系到国家安全。成为美国政府的顶级供应商是积极的，重要的是报告的数字。作为投资者，我们不需要PLTR与军方合作的细节。美国政府和PLTR都报告了哪些实体与PLTR开展业务、合同期限和合同的货币价值。空头对PLTR的第二个攻击是缺乏商业合同。2021年前六个月后，PLTR已经解决了这一问题，其商业客户数量环比增长20%，而商业收入同比增长28%。PLTR正在成为十年来最重要的软件公司之一，而我们才刚刚开始触及表面。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99232f45d9109619c997717e11f2cba2\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Palantir continues to strengthen its government business</b></p><p><blockquote><b>Palantir继续加强其政府业务</b></blockquote></p><p> As an American, I am proud to be a shareholder of PLTR. We need more companies aligned with providing the best solutions possible to our government agencies. PLTR continues to strengthen its relationship with the most powerful government globally, which is mutually beneficial. The United States Government gets the most sophisticated software applications while PLTR generates millions in additional revenue each quarter. Going back to PLTR's&nbsp;previous quarterly presentations, I mapped out the government business sector's growth. I would ask why the stigma of being a \"black box\" diminishes PLTR as the numbers are reported, and that's what matters?</p><p><blockquote>作为一名美国人，我很自豪能成为PLTR的股东。我们需要更多的公司为我们的政府机构提供最佳解决方案。PLTR继续加强与全球最强大政府的关系，这是互利的。美国政府获得最复杂的软件应用程序，而PLTR每季度产生数百万美元的额外收入。回到PLTR之前的季度演示，我描绘了政府商业部门的增长情况。我会问，为什么当数字被报道时，作为“黑匣子”的耻辱会削弱PLTR，这才是最重要的？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7325d0dd43a97bbc6426a6f2bda7b460\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Over the past seven quarters, PLTR has increased its quarterly revenue from its government contracts by 139.18% ($135 million). PLTR's average quarterly growth rate has been 13.24% as they have added an average of $19.29 million in government contract value to its revenue since Q3 2019. When looking at the trailing twelve months (TTM) quarterly, PLTR has increased its TTM government revenue by $335 million (73.14%) over the past year. PLTR's TTM revenue at the end of Q2 2021 has grown to $793 million from $458 million in Q2 2020. Over the past four quarters, PLTR's government revenue TTM has grown by an average of $83.75 million with an average growth rate of 18.29% QoQ.</p><p><blockquote>在过去的七个季度中，PLTR来自政府合同的季度收入增长了139.18%（1.35亿美元）。PLTR的平均季度增长率为13.24%，自2019年第三季度以来，他们的收入平均增加了1929万美元的政府合同价值。从过去12个月(TTM)季度来看，PLTR的TTM政府收入在过去一年中增加了3.35亿美元(73.14%)。PLTR截至2021年第二季度末的TTM收入已从2020年第二季度的4.58亿美元增长至7.93亿美元。过去四个季度，PLTR的政府收入TTM平均增长8375万美元，环比平均增长率为18.29%。</blockquote></p><p></p><p> It's perplexing how individuals neglect to give PLTR's government business the credit it deserves. InQ2 2021, PLTR signed new deals with the U.S. Army, Air Force, and Coast Guard, including a two-year $100 million deal with SOCOM. PLTR also signed new contracts with HHS and the CDC. This included expanding PLTR's efforts to help the U.S. manage vaccine production, distribution, and administration. Using the&nbsp;Federal Procurement Data System&nbsp;as a source of reference, PLTR had inked 17 government contracts that had been uploaded. Reading through the agencies PLTR supports, including the U.S. Coast Guard, the Securities and Exchange Commission, the Internal Revenue Service, the Federal Aviation Administration, and the Food and Drug Administration, PLTR continues to solidify itself as one of the premier vendors to good old Uncle Sam.</p><p><blockquote>令人费解的是，个人如何忽视给予PLTR的政府业务应有的信任。2021年第二季度，PLTR与美国陆军、空军和海岸警卫队签署了新协议，其中包括与SOCOM签订的为期两年、价值1亿美元的协议。PLTR还与HHS和CDC签署了新合同。这包括扩大PLTR帮助美国管理疫苗生产、分销和管理的努力。PLTR以联邦采购数据系统为参考来源，签署了17份已上传的政府合同。通过阅读PLTR支持的机构，包括美国海岸警卫队、证券交易委员会、国税局、联邦航空管理局和食品药品监督管理局，PLTR继续巩固自己作为优秀供应商之一的地位。老山姆大叔。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89cfe7d516eccbc1e388ce2c9d9bf22d\" tg-width=\"624\" tg-height=\"239\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据系统）</span></p></blockquote></p><p> <b>Palantir's commercial business is becoming larger</b></p><p><blockquote><b>Palantir的商业业务规模越来越大</b></blockquote></p><p> One of the major complaints and criticisms from the bears has been the lack of commercial business PLTR generated. Many had subscribed to the logic that building the rapport on the commercial side would be challenging because PLTR was a black box, and nobody knew what they did. Many had indicated that this wouldn't be a worthwhile investment unless PLTR could prove that their software could be utilized and implemented on the commercial side. It turns out that PLTR continues to blow holes directly through this theory as the commercial side continues to grow.</p><p><blockquote>空头的主要抱怨和批评之一是PLTR产生的商业业务的缺乏。许多人赞同这样的逻辑，即在商业方面建立融洽的关系将具有挑战性，因为PLTR是一个黑匣子，没有人知道他们在做什么。许多人表示，除非PLTR能够证明他们的软件可以在商业方面得到利用和实施，否则这不是一项值得的投资。事实证明，随着商业方面的不断增长，PLTR继续直接突破这一理论。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46599961a2896393d62866415c1041ab\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> At the end of Q2 2021, PLTR had increased their commercial revenue quarterly by $50 million (53.2%) over the past seven quarters. PLTR has experienced QoQ growth at an average rate of $7.14 million or 7.6%. At the end of Q2 2020, PLTR had generated $443 million in revenue from its commercial business contracts for the TTM. Over the past year, this had increased by $93 million or 21%, as commercial accounted for $536 million of PLTR's revenue in the TTM. Over the past four quarters, PLTR's commercial TTM revenue has increased at an average of $23.25 million or 4.91% QoQ.</p><p><blockquote>截至2021年第二季度末，PLTR的商业收入在过去七个季度中每季度增加了5000万美元（53.2%）。PLTR的平均环比增长为714万美元，即7.6%。截至2020年第二季度末，PLTR已从TTM商业业务合同中创造了4.43亿美元的收入。在过去的一年里，这一数字增加了9300万美元，即21%，因为商业收入占PLTR在TTM收入的5.36亿美元。过去四个季度，PLTR的商业TTM收入平均增长2325万美元，环比增长4.91%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/451518a91166bccfcbbc7d6207923cb1\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> <b>Palantir continues to be a growth machine from contracts down to its customers</b></p><p><blockquote><b>Palantir继续成为从合同到客户的增长机器</b></blockquote></p><p> Business is flourishing at PLTR as its Q2 and first half 2021 revenue both increased by 49% YoY. In Q2 2021, PLTR's overall revenue increased from $252 million ($112 million commercial, $140 million government) to $376 million ($144 million commercial, $232 million government). For the first half of 2021, PLTR has generated $717 million in revenue compared to $481 million for the same period in 2020, increasing $236 million. Over the past seven quarters, PLTR's total revenue has increased at an average rate of $26.43 million or 10.32% QoQ.</p><p><blockquote>PLTR业务蓬勃发展，2021年第二季度和上半年收入均同比增长49%。2021年第二季度，PLTR的总收入从2.52亿美元（商业1.12亿美元，政府1.4亿美元）增加到3.76亿美元（商业1.44亿美元，政府2.32亿美元）。2021年上半年，PLTR创造了7.17亿美元的收入，而2020年同期为4.81亿美元，增加了2.36亿美元。过去七个季度，PLTR的总收入平均增长2643万美元，环比增长10.32%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c45075d03249129a54c5e54c77da358\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Every important metric is increasing for PLTR, and the bears should pay attention to these metrics. In Q2, PLTR added 20 new customers as their total commercial customer count increased 13% QoQ to 169. Since the close of 2020, in the first half of 2021, PLTR has increased its commercial customers by 21.58%. PLTR closed Q2 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY, growing from $2.1 billion at the end of Q2 2020. PLTR's average revenue generated per customer has increased 19% from $6.6 million to $7.9 million for the TTM at the end of Q2 2021, compared to Q2 2020. What's more impressive is the growth throughout PLTR's largest customers. PLTR's average revenue per top 20 customers has increased by 36%, from $29 million to $39 million YoY for the TTM.</p><p><blockquote>PLTR的每一个重要指标都在增加，空头应该关注这些指标。第二季度，PLTR增加了20个新客户，其商业客户总数环比增长13%至169个。自2020年底以来，2021年上半年，PLTR的商业客户增长了21.58%。PLTR在第二季度结束时的剩余交易总额为34亿美元，同比增长63%，较2020年第二季度末的21亿美元有所增长。与2020年第二季度相比，截至2021年第二季度末，PLTR TTM每位客户的平均收入增长了19%，从660万美元增至790万美元。更令人印象深刻的是PLTR最大客户的增长。PLTR每前20名客户的平均收入同比增长了36%，从2900万美元增至3900万美元。</blockquote></p><p></p><p> Many companies that are considered growth companies have impressive revenue gains, but what separates PLTR from others is their increasing margins and adjusted free cash flow. As PLTR gains customers and signed contracts, their margins have been improving, which has led to positive free cash flow. PLTR's adjusted gross margin is 82%, and its contribution margin is 58%. In Q2 2021, PLTR produced $117 million in adjusted operating income, which increased $88 million (303.45%) YoY. PLTR's adjusted operating margin came in at 31% compared to their 23% guidance level. In the first half of 2020, PLTR reported -$232 million of adjusted free cash flow. Over the past year, PLTR has made tremendous progress as their adjusted free cash flow in the first half of 2021 was $201 million, which represented a margin of 28%.</p><p><blockquote>许多被认为是成长型公司的公司都有令人印象深刻的收入增长，但PLTR与其他公司的区别在于其不断增长的利润率和调整后的自由现金流。随着PLTR赢得客户并签署合同，他们的利润率一直在提高，从而带来了正的自由现金流。PLTR调整后毛利率为82%，贡献率为58%。2021年第二季度，PLTR调整后营业收入为1.17亿美元，同比增长8800万美元（303.45%）。PLTR调整后的营业利润率为31%，而指导水平为23%。2020年上半年，PLTR报告调整后自由现金流为-2.32亿美元。在过去的一年里，PLTR取得了巨大进展，2021年上半年调整后的自由现金流为2.01亿美元，利润率为28%。</blockquote></p><p> PLTR is growing its commercial customers, gaining government contracts, increasing its revenue quarterly, and is free cash flow positive. PLTR raised its 2021 full-year guidance and confirmed the theory by many PLTR bulls that their guidance was conservative. PLTR increased its adjusted free cash flow guidance by 100% as it increased from $150 million to $300 million for 2021. PLTR is still projecting a 30% revenue growth rate for 2021 and on an annual basis through 2025. PLTR has set the bar for Q3 2021 at $385 million for total revenue, which would be a QoQ increase of $9 million (2.4%) and a YoY increase of $95 million (32.76%).</p><p><blockquote>PLTR正在增加其商业客户，获得政府合同，增加季度收入，并且自由现金流为正。PLTR上调了2021年全年指引，并证实了许多PLTR多头的理论，即他们的指引是保守的。PLTR将调整后的自由现金流指引从2021年的1.5亿美元增加到3亿美元，提高了100%。PLTR仍预计2021年收入增长率为30%，到2025年每年增长率为30%。PLTR将2021年第三季度的总收入设定为3.85亿美元，环比增长900万美元（2.4%），同比增长9500万美元（32.76%）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cf6fb10eaa83fcdee57a7faa0f478e\" tg-width=\"640\" tg-height=\"728\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Palantir is most likely understating Q3 2021 revenue estimates</b></p><p><blockquote><b>Palantir很可能低估了2021年第三季度的收入预期</b></blockquote></p><p> PLTR&nbsp;guided for $385 million revenue in Q3 2021. I will make an educated prediction and say this is low, and the actual number will be closer to $406 million. Going back to Q3 2019, PLTR has grown its commercial customer quarterly revenue at an average rate of 7.14% QoQ. PLTR's government revenue has increased at an average rate of 13.34% QoQ since Q3 2019. Putting these growth rates to the side for a moment, PLTR has inked five new contracts in Q3 2021 according to the Federal Procurement Data System for a total contract value of $102.82 million, of which $14.78 million are current action obligations. This indicates that growth will be similar to previous quarters on the government side as this is on pace with Q2 2021.</p><p><blockquote>PLTR预计2021年第三季度收入为3.85亿美元。我会做一个有根据的预测，说这个数字很低，实际数字会更接近4.06亿美元。回到2019年第三季度，PLTR的商业客户季度收入平均环比增长7.14%。自2019年第三季度以来，PLTR的政府收入平均环比增长13.34%。暂时抛开这些增长率不谈，根据联邦采购数据系统的数据，PLTR在2021年第三季度签署了五份新合同，合同总价值为1.0282亿美元，其中1,478万美元是当前行动义务。这表明政府方面的增长将与前几个季度相似，因为这与Q2 2021保持同步。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c231bdbc525594bc8fec4ab79cf996cb\" tg-width=\"624\" tg-height=\"96\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据系统）</span></p></blockquote></p><p> Assuming that PLTR's growth rates follow its previous trend and I use a conservative estimate of 5% on the commercial side and 10% on the government side, PLTR would generate $151.20 million in revenue from the commercial business and $255.20 million from the government business for a total of $406.40 million in total Q3 revenue. Using the same methodology, PLTR would generate $439.48 million in Q4 2021 total revenue placing their total annual revenue for 2021 at $1.562.88 billion. If this works out, PLTR's prediction of 30% plus revenue growth in 2021 would be an understatement as its revenue would grow by $469.88 million YoY or 42.99%. I would also assume that the increased guidance for the adjusted free cash flow of $300+ million would be on the low end.</p><p><blockquote>假设PLTR的增长率遵循之前的趋势，我保守估计商业方面为5%，政府方面为10%，PLTR将从商业业务中产生1.512亿美元的收入，从政府业务中产生2.552亿美元的收入，第三季度总收入为4.064亿美元。使用相同的方法，PLTR将在2021年第四季度产生4.3948亿美元的总收入，使其2021年的总收入达到15.628.8亿美元。如果实现这一目标，PLTR对2021年收入增长30%以上的预测将是一种保守的说法，因为其收入将同比增长4.6988亿美元，即42.99%。我还假设调整后自由现金流3亿美元以上的增加指导将处于低端。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30733619dbdb3bff53f3348208a9d46c\" tg-width=\"624\" tg-height=\"247\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> <b>ARK Invest loaded the boat and purchased 5.2 million shares after Thursday's earnings were released</b></p><p><blockquote><b>ARK Invest在周四财报发布后买入520万股</b></blockquote></p><p> I know that some readers dislike when I discuss the trades over at ARK Invest regarding PLTR, so I will apologize in advance. I apologize to anyone who I offend. Personally, I love when ARK Invest buys shares because Cathie Wood and her team have tremendous foresight when spotting future trends. The email notification I received from ARK Invest Thursday trades made my jaw drop. PLTR was added across the board to theirsix active ETFswith the following allocations:</p><p><blockquote>我知道有些读者不喜欢我在ARK Invest讨论有关PLTR的交易，所以我提前道歉。我向我冒犯的任何人道歉。就我个人而言，我喜欢ARK Invest购买股票，因为Cathie Wood和她的团队在发现未来趋势时具有巨大的远见。我从ARK Invest周四交易收到的电子邮件通知让我瞠目结舌。PLTR被全面添加到他们的六只主动ETF中，分配如下：</blockquote></p><p> <ul>  <li>ARK Innovation ETF(NYSEARCA:ARKK)2.29 million shares</li>  <li>ARK Genomic Revolution Multi-Sector ETF(BATS:ARKG)1.72 million shares</li>  <li>ARK Next Generation Internet ETF(NYSEARCA:ARKW)587,000 shares</li>  <li>ARK Autonomous Technology &amp; Robotics ETF(BATS:ARKQ)559,000 shares</li>  <li>ARK Fintech Innovation ETF(NYSEARCA:ARKF)370,000 shares</li>  <li>ARK Space Exploration ETF(BATS:ARKX)61,000 shares</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3bdea6effd5d278e32854efcca02047\" tg-width=\"640\" tg-height=\"1165\" width=\"100%\" height=\"auto\"><span>(Source: ARK Invest)</span></p><p><blockquote><ul><li>ARK Innovation ETF(NYSEARCA：ARKK)229万股</li><li>方舟基因组革命多板块ETF(BATS：ARKG)172万股</li><li>ARK下一代互联网ETF（NYSEARCA：ARKW）587,000股</li><li>ARK自主技术与机器人ETF(BATS：ARKQ)559,000股</li><li>方舟金融科技创新ETF（NYSEARCA：ARKF）370,000股</li><li>方舟太空探索ETF(BATS：ARKX)61,000股</li></ul><p class=\"t-img-caption\"><span>（来源：方舟投资）</span></p></blockquote></p><p></p><p> PLTR is now the 15th largest holding in ARKK, 40th in ARKQ, 17th in ARKQ, 45th in ARKG, 44th in ARKF, and 38th in ARKX. Collectively, ARK Invest holds 32,080,168 shares across these funds, which is a market value of $798.8 million. I view this as very bullish, and I am happy to add to my position along with ARK Invest.</p><p><blockquote>PLTR目前是ARKK第15大控股公司、ARKQ第40大控股公司、ARKQ第17大控股公司、ARKG第45大控股公司、ARKF第44大控股公司和ARKX第38大控股公司。ARK Invest总共持有这些基金的32,080,168股股票，市值为7.988亿美元。我认为这非常乐观，我很高兴与ARK Invest一起增持我的头寸。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> I continuously increase how bullish I am on PLTR. I have purchased shares under $10, above $28, and I plan on continuing to purchase shares in the future. I honestly believe PLTR is going to become one of the most important software companies of the decade. I want to say that they will become the most important software company, but it's hard to say that considering Microsoft(NASDAQ:MSFT). In Q2 2021, revenue grew 49% YoY, total contract value booked increased 175% YoY, Q2 commercial customer count increased 61% in the first half of 2021, and 62 deals were closed that were at least $1 million in revenue while 30 were at least $5 million, and 21 were at least $10 million. PLTR raised its 2021 guidance for adjusted free cash flow by 100%, and I think they're staying conservative. PLTR continues to create the software of tomorrow, and I believe their meta-constellation project could become their most important project to date. PLTR isn't a trade, it's a long-term investment, and if you have time on your side, I believe this will become a multi-bagger.</p><p><blockquote>我不断增加我对PLTR的看好程度。我已经购买了10美元以下、28美元以上的股票，并计划在未来继续购买股票。我真诚地相信PLTR将成为十年来最重要的软件公司之一。我想说他们将成为最重要的软件公司，但考虑到微软（纳斯达克：MSFT），就很难说了。2021年第二季度，收入同比增长49%，预订合同总价值同比增长175%，2021年上半年第二季度商业客户数量增长61%，完成62笔交易，收入至少为100万美元，其中30笔交易至少为100万美元。500万美元，21笔至少为1000万美元。PLTR将2021年调整后自由现金流指引提高了100%，我认为他们仍然保持保守。PLTR继续创造未来的软件，我相信他们的元星座项目可能会成为他们迄今为止最重要的项目。PLTR不是一项交易，而是一项长期投资，如果你有时间，我相信这将成为一个多方投资者。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Lord Of Growth, ARK Invest, And Becoming Lord Of The Market<blockquote>Palantir：增长之王、方舟投资并成为市场之王</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\">\nPalantir: Lord Of Growth, ARK Invest, And Becoming Lord Of The Market<blockquote>Palantir：增长之王、方舟投资并成为市场之王</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-08-18 11:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir increased its full-year 2021 adjusted free cash flow outlook by 100% and is now projecting $300+ million while maintaining its 30%+ annual revenue growth through 2025.</li>  <li>Palantir added 20 new customers in Q2 2021, its average revenue per customer increased 19% to $7.9 million, and average revenue per top 20 customers grew 36% to $39 million.</li>  <li>Palantir ended Q2 2021 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY.</li>  <li>I believe Palantir is being conservative, and based on its growth rates, will exceed $400 million in Q3 2021 revenue and produce another earnings beat.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83b3fc1e0f8404557baa075b9aa8d122\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>Palantir将2021年全年调整后自由现金流预期提高了100%，目前预计将达到3亿美元以上，同时到2025年保持30%以上的年收入增长。</li><li>Palantir在2021年第二季度增加了20个新客户，每个客户的平均收入增长了19%，达到790万美元，前20名客户的平均收入增长了36%，达到3900万美元。</li><li>截至2021年第二季度，Palantir的剩余交易总额为34亿美元，同比增长63%。</li><li>我认为Palantir是保守的，根据其增长率，2021年第三季度的收入将超过4亿美元，并再次实现盈利增长。</li></ul><p class=\"t-img-caption\"><span>斯科特·奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> Only time will tell if the bears concede and reverse their stance on Palantir(NYSE:PLTR). It's been a tug of war, and commentators have made&nbsp;statements&nbsp;such as \"I think it's too much of a black box to get a real read on the business.\"PLTR&nbsp;is coming out of earnings season as the lord of the earnings as revenue increased by 49% YoY, and PLTR raises its 2021 full-year outlook.ARK Invest&nbsp;took the opportunity to add 5.2 million shares on Thursday after earnings were announced through six individual purchases throughout the day. I continuously become more bullish on PLTR after each earnings report, and Q2 2021 didn't disappoint.</p><p><blockquote>只有时间才能证明空头是否会让步并改变对Palantir（纽约证券交易所股票代码：PLTR）的立场。这是一场拉锯战，评论员们发表了诸如“我认为这是一个太多的黑匣子，无法真正了解该业务。”PLTR即将结束财报季，成为财报之王，营收同比增长49%，PLTR上调了2021年全年预期。周四，ARK Invest趁机增持了520万股全天六次单独购买。每份收益报告发布后，我不断更加看好PLTR，2021年第二季度也没有让人失望。</blockquote></p><p> Over the last decade, software companies have experienced an extraordinary bull market as the evolution of technology transformed the business landscape. Regardless of the sector, evolution never stops, and in 2021, technology has become the backbone of enterprise. I wish the bears would get past the fact that PLTR can't discuss part of its business as it's a matter of national security. Being a top vendor with the United States government is positive, and all that matters are the numbers being reported. As investors, we don't need the details of what PLTR is doing with the military. The United States Government and PLTR both report what entities are doing business with PLTR, the contract duration, and the monetary value of the contract. The second jab bears would make against PLTR was the lack of commercial contracts. After the first six months of 2021, PLTR has put this to bed as its commercial customer count grew by 20% QoQ while commercial revenue increased 28% YoY. PLTR is becoming one of the most important software companies of the decade, and we have only begun to scratch the surface.</p><p><blockquote>在过去的十年里，随着技术的发展改变了商业格局，软件公司经历了一场非同寻常的牛市。无论哪个领域，进化从未停止，2021年，技术已经成为企业的支柱。我希望看空者能够忘记PLTR不能讨论其部分业务的事实，因为这关系到国家安全。成为美国政府的顶级供应商是积极的，重要的是报告的数字。作为投资者，我们不需要PLTR与军方合作的细节。美国政府和PLTR都报告了哪些实体与PLTR开展业务、合同期限和合同的货币价值。空头对PLTR的第二个攻击是缺乏商业合同。2021年前六个月后，PLTR已经解决了这一问题，其商业客户数量环比增长20%，而商业收入同比增长28%。PLTR正在成为十年来最重要的软件公司之一，而我们才刚刚开始触及表面。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99232f45d9109619c997717e11f2cba2\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Palantir continues to strengthen its government business</b></p><p><blockquote><b>Palantir继续加强其政府业务</b></blockquote></p><p> As an American, I am proud to be a shareholder of PLTR. We need more companies aligned with providing the best solutions possible to our government agencies. PLTR continues to strengthen its relationship with the most powerful government globally, which is mutually beneficial. The United States Government gets the most sophisticated software applications while PLTR generates millions in additional revenue each quarter. Going back to PLTR's&nbsp;previous quarterly presentations, I mapped out the government business sector's growth. I would ask why the stigma of being a \"black box\" diminishes PLTR as the numbers are reported, and that's what matters?</p><p><blockquote>作为一名美国人，我很自豪能成为PLTR的股东。我们需要更多的公司为我们的政府机构提供最佳解决方案。PLTR继续加强与全球最强大政府的关系，这是互利的。美国政府获得最复杂的软件应用程序，而PLTR每季度产生数百万美元的额外收入。回到PLTR之前的季度演示，我描绘了政府商业部门的增长情况。我会问，为什么当数字被报道时，作为“黑匣子”的耻辱会削弱PLTR，这才是最重要的？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7325d0dd43a97bbc6426a6f2bda7b460\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Over the past seven quarters, PLTR has increased its quarterly revenue from its government contracts by 139.18% ($135 million). PLTR's average quarterly growth rate has been 13.24% as they have added an average of $19.29 million in government contract value to its revenue since Q3 2019. When looking at the trailing twelve months (TTM) quarterly, PLTR has increased its TTM government revenue by $335 million (73.14%) over the past year. PLTR's TTM revenue at the end of Q2 2021 has grown to $793 million from $458 million in Q2 2020. Over the past four quarters, PLTR's government revenue TTM has grown by an average of $83.75 million with an average growth rate of 18.29% QoQ.</p><p><blockquote>在过去的七个季度中，PLTR来自政府合同的季度收入增长了139.18%（1.35亿美元）。PLTR的平均季度增长率为13.24%，自2019年第三季度以来，他们的收入平均增加了1929万美元的政府合同价值。从过去12个月(TTM)季度来看，PLTR的TTM政府收入在过去一年中增加了3.35亿美元(73.14%)。PLTR截至2021年第二季度末的TTM收入已从2020年第二季度的4.58亿美元增长至7.93亿美元。过去四个季度，PLTR的政府收入TTM平均增长8375万美元，环比平均增长率为18.29%。</blockquote></p><p></p><p> It's perplexing how individuals neglect to give PLTR's government business the credit it deserves. InQ2 2021, PLTR signed new deals with the U.S. Army, Air Force, and Coast Guard, including a two-year $100 million deal with SOCOM. PLTR also signed new contracts with HHS and the CDC. This included expanding PLTR's efforts to help the U.S. manage vaccine production, distribution, and administration. Using the&nbsp;Federal Procurement Data System&nbsp;as a source of reference, PLTR had inked 17 government contracts that had been uploaded. Reading through the agencies PLTR supports, including the U.S. Coast Guard, the Securities and Exchange Commission, the Internal Revenue Service, the Federal Aviation Administration, and the Food and Drug Administration, PLTR continues to solidify itself as one of the premier vendors to good old Uncle Sam.</p><p><blockquote>令人费解的是，个人如何忽视给予PLTR的政府业务应有的信任。2021年第二季度，PLTR与美国陆军、空军和海岸警卫队签署了新协议，其中包括与SOCOM签订的为期两年、价值1亿美元的协议。PLTR还与HHS和CDC签署了新合同。这包括扩大PLTR帮助美国管理疫苗生产、分销和管理的努力。PLTR以联邦采购数据系统为参考来源，签署了17份已上传的政府合同。通过阅读PLTR支持的机构，包括美国海岸警卫队、证券交易委员会、国税局、联邦航空管理局和食品药品监督管理局，PLTR继续巩固自己作为优秀供应商之一的地位。老山姆大叔。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89cfe7d516eccbc1e388ce2c9d9bf22d\" tg-width=\"624\" tg-height=\"239\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据系统）</span></p></blockquote></p><p> <b>Palantir's commercial business is becoming larger</b></p><p><blockquote><b>Palantir的商业业务规模越来越大</b></blockquote></p><p> One of the major complaints and criticisms from the bears has been the lack of commercial business PLTR generated. Many had subscribed to the logic that building the rapport on the commercial side would be challenging because PLTR was a black box, and nobody knew what they did. Many had indicated that this wouldn't be a worthwhile investment unless PLTR could prove that their software could be utilized and implemented on the commercial side. It turns out that PLTR continues to blow holes directly through this theory as the commercial side continues to grow.</p><p><blockquote>空头的主要抱怨和批评之一是PLTR产生的商业业务的缺乏。许多人赞同这样的逻辑，即在商业方面建立融洽的关系将具有挑战性，因为PLTR是一个黑匣子，没有人知道他们在做什么。许多人表示，除非PLTR能够证明他们的软件可以在商业方面得到利用和实施，否则这不是一项值得的投资。事实证明，随着商业方面的不断增长，PLTR继续直接突破这一理论。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46599961a2896393d62866415c1041ab\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> At the end of Q2 2021, PLTR had increased their commercial revenue quarterly by $50 million (53.2%) over the past seven quarters. PLTR has experienced QoQ growth at an average rate of $7.14 million or 7.6%. At the end of Q2 2020, PLTR had generated $443 million in revenue from its commercial business contracts for the TTM. Over the past year, this had increased by $93 million or 21%, as commercial accounted for $536 million of PLTR's revenue in the TTM. Over the past four quarters, PLTR's commercial TTM revenue has increased at an average of $23.25 million or 4.91% QoQ.</p><p><blockquote>截至2021年第二季度末，PLTR的商业收入在过去七个季度中每季度增加了5000万美元（53.2%）。PLTR的平均环比增长为714万美元，即7.6%。截至2020年第二季度末，PLTR已从TTM商业业务合同中创造了4.43亿美元的收入。在过去的一年里，这一数字增加了9300万美元，即21%，因为商业收入占PLTR在TTM收入的5.36亿美元。过去四个季度，PLTR的商业TTM收入平均增长2325万美元，环比增长4.91%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/451518a91166bccfcbbc7d6207923cb1\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> <b>Palantir continues to be a growth machine from contracts down to its customers</b></p><p><blockquote><b>Palantir继续成为从合同到客户的增长机器</b></blockquote></p><p> Business is flourishing at PLTR as its Q2 and first half 2021 revenue both increased by 49% YoY. In Q2 2021, PLTR's overall revenue increased from $252 million ($112 million commercial, $140 million government) to $376 million ($144 million commercial, $232 million government). For the first half of 2021, PLTR has generated $717 million in revenue compared to $481 million for the same period in 2020, increasing $236 million. Over the past seven quarters, PLTR's total revenue has increased at an average rate of $26.43 million or 10.32% QoQ.</p><p><blockquote>PLTR业务蓬勃发展，2021年第二季度和上半年收入均同比增长49%。2021年第二季度，PLTR的总收入从2.52亿美元（商业1.12亿美元，政府1.4亿美元）增加到3.76亿美元（商业1.44亿美元，政府2.32亿美元）。2021年上半年，PLTR创造了7.17亿美元的收入，而2020年同期为4.81亿美元，增加了2.36亿美元。过去七个季度，PLTR的总收入平均增长2643万美元，环比增长10.32%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c45075d03249129a54c5e54c77da358\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Every important metric is increasing for PLTR, and the bears should pay attention to these metrics. In Q2, PLTR added 20 new customers as their total commercial customer count increased 13% QoQ to 169. Since the close of 2020, in the first half of 2021, PLTR has increased its commercial customers by 21.58%. PLTR closed Q2 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY, growing from $2.1 billion at the end of Q2 2020. PLTR's average revenue generated per customer has increased 19% from $6.6 million to $7.9 million for the TTM at the end of Q2 2021, compared to Q2 2020. What's more impressive is the growth throughout PLTR's largest customers. PLTR's average revenue per top 20 customers has increased by 36%, from $29 million to $39 million YoY for the TTM.</p><p><blockquote>PLTR的每一个重要指标都在增加，空头应该关注这些指标。第二季度，PLTR增加了20个新客户，其商业客户总数环比增长13%至169个。自2020年底以来，2021年上半年，PLTR的商业客户增长了21.58%。PLTR在第二季度结束时的剩余交易总额为34亿美元，同比增长63%，较2020年第二季度末的21亿美元有所增长。与2020年第二季度相比，截至2021年第二季度末，PLTR TTM每位客户的平均收入增长了19%，从660万美元增至790万美元。更令人印象深刻的是PLTR最大客户的增长。PLTR每前20名客户的平均收入同比增长了36%，从2900万美元增至3900万美元。</blockquote></p><p></p><p> Many companies that are considered growth companies have impressive revenue gains, but what separates PLTR from others is their increasing margins and adjusted free cash flow. As PLTR gains customers and signed contracts, their margins have been improving, which has led to positive free cash flow. PLTR's adjusted gross margin is 82%, and its contribution margin is 58%. In Q2 2021, PLTR produced $117 million in adjusted operating income, which increased $88 million (303.45%) YoY. PLTR's adjusted operating margin came in at 31% compared to their 23% guidance level. In the first half of 2020, PLTR reported -$232 million of adjusted free cash flow. Over the past year, PLTR has made tremendous progress as their adjusted free cash flow in the first half of 2021 was $201 million, which represented a margin of 28%.</p><p><blockquote>许多被认为是成长型公司的公司都有令人印象深刻的收入增长，但PLTR与其他公司的区别在于其不断增长的利润率和调整后的自由现金流。随着PLTR赢得客户并签署合同，他们的利润率一直在提高，从而带来了正的自由现金流。PLTR调整后毛利率为82%，贡献率为58%。2021年第二季度，PLTR调整后营业收入为1.17亿美元，同比增长8800万美元（303.45%）。PLTR调整后的营业利润率为31%，而指导水平为23%。2020年上半年，PLTR报告调整后自由现金流为-2.32亿美元。在过去的一年里，PLTR取得了巨大进展，2021年上半年调整后的自由现金流为2.01亿美元，利润率为28%。</blockquote></p><p> PLTR is growing its commercial customers, gaining government contracts, increasing its revenue quarterly, and is free cash flow positive. PLTR raised its 2021 full-year guidance and confirmed the theory by many PLTR bulls that their guidance was conservative. PLTR increased its adjusted free cash flow guidance by 100% as it increased from $150 million to $300 million for 2021. PLTR is still projecting a 30% revenue growth rate for 2021 and on an annual basis through 2025. PLTR has set the bar for Q3 2021 at $385 million for total revenue, which would be a QoQ increase of $9 million (2.4%) and a YoY increase of $95 million (32.76%).</p><p><blockquote>PLTR正在增加其商业客户，获得政府合同，增加季度收入，并且自由现金流为正。PLTR上调了2021年全年指引，并证实了许多PLTR多头的理论，即他们的指引是保守的。PLTR将调整后的自由现金流指引从2021年的1.5亿美元增加到3亿美元，提高了100%。PLTR仍预计2021年收入增长率为30%，到2025年每年增长率为30%。PLTR将2021年第三季度的总收入设定为3.85亿美元，环比增长900万美元（2.4%），同比增长9500万美元（32.76%）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cf6fb10eaa83fcdee57a7faa0f478e\" tg-width=\"640\" tg-height=\"728\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Palantir is most likely understating Q3 2021 revenue estimates</b></p><p><blockquote><b>Palantir很可能低估了2021年第三季度的收入预期</b></blockquote></p><p> PLTR&nbsp;guided for $385 million revenue in Q3 2021. I will make an educated prediction and say this is low, and the actual number will be closer to $406 million. Going back to Q3 2019, PLTR has grown its commercial customer quarterly revenue at an average rate of 7.14% QoQ. PLTR's government revenue has increased at an average rate of 13.34% QoQ since Q3 2019. Putting these growth rates to the side for a moment, PLTR has inked five new contracts in Q3 2021 according to the Federal Procurement Data System for a total contract value of $102.82 million, of which $14.78 million are current action obligations. This indicates that growth will be similar to previous quarters on the government side as this is on pace with Q2 2021.</p><p><blockquote>PLTR预计2021年第三季度收入为3.85亿美元。我会做一个有根据的预测，说这个数字很低，实际数字会更接近4.06亿美元。回到2019年第三季度，PLTR的商业客户季度收入平均环比增长7.14%。自2019年第三季度以来，PLTR的政府收入平均环比增长13.34%。暂时抛开这些增长率不谈，根据联邦采购数据系统的数据，PLTR在2021年第三季度签署了五份新合同，合同总价值为1.0282亿美元，其中1,478万美元是当前行动义务。这表明政府方面的增长将与前几个季度相似，因为这与Q2 2021保持同步。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c231bdbc525594bc8fec4ab79cf996cb\" tg-width=\"624\" tg-height=\"96\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据系统）</span></p></blockquote></p><p> Assuming that PLTR's growth rates follow its previous trend and I use a conservative estimate of 5% on the commercial side and 10% on the government side, PLTR would generate $151.20 million in revenue from the commercial business and $255.20 million from the government business for a total of $406.40 million in total Q3 revenue. Using the same methodology, PLTR would generate $439.48 million in Q4 2021 total revenue placing their total annual revenue for 2021 at $1.562.88 billion. If this works out, PLTR's prediction of 30% plus revenue growth in 2021 would be an understatement as its revenue would grow by $469.88 million YoY or 42.99%. I would also assume that the increased guidance for the adjusted free cash flow of $300+ million would be on the low end.</p><p><blockquote>假设PLTR的增长率遵循之前的趋势，我保守估计商业方面为5%，政府方面为10%，PLTR将从商业业务中产生1.512亿美元的收入，从政府业务中产生2.552亿美元的收入，第三季度总收入为4.064亿美元。使用相同的方法，PLTR将在2021年第四季度产生4.3948亿美元的总收入，使其2021年的总收入达到15.628.8亿美元。如果实现这一目标，PLTR对2021年收入增长30%以上的预测将是一种保守的说法，因为其收入将同比增长4.6988亿美元，即42.99%。我还假设调整后自由现金流3亿美元以上的增加指导将处于低端。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30733619dbdb3bff53f3348208a9d46c\" tg-width=\"624\" tg-height=\"247\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> <b>ARK Invest loaded the boat and purchased 5.2 million shares after Thursday's earnings were released</b></p><p><blockquote><b>ARK Invest在周四财报发布后买入520万股</b></blockquote></p><p> I know that some readers dislike when I discuss the trades over at ARK Invest regarding PLTR, so I will apologize in advance. I apologize to anyone who I offend. Personally, I love when ARK Invest buys shares because Cathie Wood and her team have tremendous foresight when spotting future trends. The email notification I received from ARK Invest Thursday trades made my jaw drop. PLTR was added across the board to theirsix active ETFswith the following allocations:</p><p><blockquote>我知道有些读者不喜欢我在ARK Invest讨论有关PLTR的交易，所以我提前道歉。我向我冒犯的任何人道歉。就我个人而言，我喜欢ARK Invest购买股票，因为Cathie Wood和她的团队在发现未来趋势时具有巨大的远见。我从ARK Invest周四交易收到的电子邮件通知让我瞠目结舌。PLTR被全面添加到他们的六只主动ETF中，分配如下：</blockquote></p><p> <ul>  <li>ARK Innovation ETF(NYSEARCA:ARKK)2.29 million shares</li>  <li>ARK Genomic Revolution Multi-Sector ETF(BATS:ARKG)1.72 million shares</li>  <li>ARK Next Generation Internet ETF(NYSEARCA:ARKW)587,000 shares</li>  <li>ARK Autonomous Technology &amp; Robotics ETF(BATS:ARKQ)559,000 shares</li>  <li>ARK Fintech Innovation ETF(NYSEARCA:ARKF)370,000 shares</li>  <li>ARK Space Exploration ETF(BATS:ARKX)61,000 shares</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3bdea6effd5d278e32854efcca02047\" tg-width=\"640\" tg-height=\"1165\" width=\"100%\" height=\"auto\"><span>(Source: ARK Invest)</span></p><p><blockquote><ul><li>ARK Innovation ETF(NYSEARCA：ARKK)229万股</li><li>方舟基因组革命多板块ETF(BATS：ARKG)172万股</li><li>ARK下一代互联网ETF（NYSEARCA：ARKW）587,000股</li><li>ARK自主技术与机器人ETF(BATS：ARKQ)559,000股</li><li>方舟金融科技创新ETF（NYSEARCA：ARKF）370,000股</li><li>方舟太空探索ETF(BATS：ARKX)61,000股</li></ul><p class=\"t-img-caption\"><span>（来源：方舟投资）</span></p></blockquote></p><p></p><p> PLTR is now the 15th largest holding in ARKK, 40th in ARKQ, 17th in ARKQ, 45th in ARKG, 44th in ARKF, and 38th in ARKX. Collectively, ARK Invest holds 32,080,168 shares across these funds, which is a market value of $798.8 million. I view this as very bullish, and I am happy to add to my position along with ARK Invest.</p><p><blockquote>PLTR目前是ARKK第15大控股公司、ARKQ第40大控股公司、ARKQ第17大控股公司、ARKG第45大控股公司、ARKF第44大控股公司和ARKX第38大控股公司。ARK Invest总共持有这些基金的32,080,168股股票，市值为7.988亿美元。我认为这非常乐观，我很高兴与ARK Invest一起增持我的头寸。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> I continuously increase how bullish I am on PLTR. I have purchased shares under $10, above $28, and I plan on continuing to purchase shares in the future. I honestly believe PLTR is going to become one of the most important software companies of the decade. I want to say that they will become the most important software company, but it's hard to say that considering Microsoft(NASDAQ:MSFT). In Q2 2021, revenue grew 49% YoY, total contract value booked increased 175% YoY, Q2 commercial customer count increased 61% in the first half of 2021, and 62 deals were closed that were at least $1 million in revenue while 30 were at least $5 million, and 21 were at least $10 million. PLTR raised its 2021 guidance for adjusted free cash flow by 100%, and I think they're staying conservative. PLTR continues to create the software of tomorrow, and I believe their meta-constellation project could become their most important project to date. PLTR isn't a trade, it's a long-term investment, and if you have time on your side, I believe this will become a multi-bagger.</p><p><blockquote>我不断增加我对PLTR的看好程度。我已经购买了10美元以下、28美元以上的股票，并计划在未来继续购买股票。我真诚地相信PLTR将成为十年来最重要的软件公司之一。我想说他们将成为最重要的软件公司，但考虑到微软（纳斯达克：MSFT），就很难说了。2021年第二季度，收入同比增长49%，预订合同总价值同比增长175%，2021年上半年第二季度商业客户数量增长61%，完成62笔交易，收入至少为100万美元，其中30笔交易至少为100万美元。500万美元，21笔至少为1000万美元。PLTR将2021年调整后自由现金流指引提高了100%，我认为他们仍然保持保守。PLTR继续创造未来的软件，我相信他们的元星座项目可能会成为他们迄今为止最重要的项目。PLTR不是一项交易，而是一项长期投资，如果你有时间，我相信这将成为一个多方投资者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4449478-palantir-lord-of-growth-ark-invest-lord-of-market\">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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4449478-palantir-lord-of-growth-ark-invest-lord-of-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195810252","content_text":"Summary\n\nPalantir increased its full-year 2021 adjusted free cash flow outlook by 100% and is now projecting $300+ million while maintaining its 30%+ annual revenue growth through 2025.\nPalantir added 20 new customers in Q2 2021, its average revenue per customer increased 19% to $7.9 million, and average revenue per top 20 customers grew 36% to $39 million.\nPalantir ended Q2 2021 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY.\nI believe Palantir is being conservative, and based on its growth rates, will exceed $400 million in Q3 2021 revenue and produce another earnings beat.\n\nScott Olson/Getty Images News\nOnly time will tell if the bears concede and reverse their stance on Palantir(NYSE:PLTR). It's been a tug of war, and commentators have made statements such as \"I think it's too much of a black box to get a real read on the business.\"PLTR is coming out of earnings season as the lord of the earnings as revenue increased by 49% YoY, and PLTR raises its 2021 full-year outlook.ARK Invest took the opportunity to add 5.2 million shares on Thursday after earnings were announced through six individual purchases throughout the day. I continuously become more bullish on PLTR after each earnings report, and Q2 2021 didn't disappoint.\nOver the last decade, software companies have experienced an extraordinary bull market as the evolution of technology transformed the business landscape. Regardless of the sector, evolution never stops, and in 2021, technology has become the backbone of enterprise. I wish the bears would get past the fact that PLTR can't discuss part of its business as it's a matter of national security. Being a top vendor with the United States government is positive, and all that matters are the numbers being reported. As investors, we don't need the details of what PLTR is doing with the military. The United States Government and PLTR both report what entities are doing business with PLTR, the contract duration, and the monetary value of the contract. The second jab bears would make against PLTR was the lack of commercial contracts. After the first six months of 2021, PLTR has put this to bed as its commercial customer count grew by 20% QoQ while commercial revenue increased 28% YoY. PLTR is becoming one of the most important software companies of the decade, and we have only begun to scratch the surface.\n(Source: Palantir)\nPalantir continues to strengthen its government business\nAs an American, I am proud to be a shareholder of PLTR. We need more companies aligned with providing the best solutions possible to our government agencies. PLTR continues to strengthen its relationship with the most powerful government globally, which is mutually beneficial. The United States Government gets the most sophisticated software applications while PLTR generates millions in additional revenue each quarter. Going back to PLTR's previous quarterly presentations, I mapped out the government business sector's growth. I would ask why the stigma of being a \"black box\" diminishes PLTR as the numbers are reported, and that's what matters?\n(Source: Steven Fiorillo) (Data Source: Palantir)\nOver the past seven quarters, PLTR has increased its quarterly revenue from its government contracts by 139.18% ($135 million). PLTR's average quarterly growth rate has been 13.24% as they have added an average of $19.29 million in government contract value to its revenue since Q3 2019. When looking at the trailing twelve months (TTM) quarterly, PLTR has increased its TTM government revenue by $335 million (73.14%) over the past year. PLTR's TTM revenue at the end of Q2 2021 has grown to $793 million from $458 million in Q2 2020. Over the past four quarters, PLTR's government revenue TTM has grown by an average of $83.75 million with an average growth rate of 18.29% QoQ.\nIt's perplexing how individuals neglect to give PLTR's government business the credit it deserves. InQ2 2021, PLTR signed new deals with the U.S. Army, Air Force, and Coast Guard, including a two-year $100 million deal with SOCOM. PLTR also signed new contracts with HHS and the CDC. This included expanding PLTR's efforts to help the U.S. manage vaccine production, distribution, and administration. Using the Federal Procurement Data System as a source of reference, PLTR had inked 17 government contracts that had been uploaded. Reading through the agencies PLTR supports, including the U.S. Coast Guard, the Securities and Exchange Commission, the Internal Revenue Service, the Federal Aviation Administration, and the Food and Drug Administration, PLTR continues to solidify itself as one of the premier vendors to good old Uncle Sam.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)\nPalantir's commercial business is becoming larger\nOne of the major complaints and criticisms from the bears has been the lack of commercial business PLTR generated. Many had subscribed to the logic that building the rapport on the commercial side would be challenging because PLTR was a black box, and nobody knew what they did. Many had indicated that this wouldn't be a worthwhile investment unless PLTR could prove that their software could be utilized and implemented on the commercial side. It turns out that PLTR continues to blow holes directly through this theory as the commercial side continues to grow.\n(Source: Palantir)\nAt the end of Q2 2021, PLTR had increased their commercial revenue quarterly by $50 million (53.2%) over the past seven quarters. PLTR has experienced QoQ growth at an average rate of $7.14 million or 7.6%. At the end of Q2 2020, PLTR had generated $443 million in revenue from its commercial business contracts for the TTM. Over the past year, this had increased by $93 million or 21%, as commercial accounted for $536 million of PLTR's revenue in the TTM. Over the past four quarters, PLTR's commercial TTM revenue has increased at an average of $23.25 million or 4.91% QoQ.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nPalantir continues to be a growth machine from contracts down to its customers\nBusiness is flourishing at PLTR as its Q2 and first half 2021 revenue both increased by 49% YoY. In Q2 2021, PLTR's overall revenue increased from $252 million ($112 million commercial, $140 million government) to $376 million ($144 million commercial, $232 million government). For the first half of 2021, PLTR has generated $717 million in revenue compared to $481 million for the same period in 2020, increasing $236 million. Over the past seven quarters, PLTR's total revenue has increased at an average rate of $26.43 million or 10.32% QoQ.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nEvery important metric is increasing for PLTR, and the bears should pay attention to these metrics. In Q2, PLTR added 20 new customers as their total commercial customer count increased 13% QoQ to 169. Since the close of 2020, in the first half of 2021, PLTR has increased its commercial customers by 21.58%. PLTR closed Q2 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY, growing from $2.1 billion at the end of Q2 2020. PLTR's average revenue generated per customer has increased 19% from $6.6 million to $7.9 million for the TTM at the end of Q2 2021, compared to Q2 2020. What's more impressive is the growth throughout PLTR's largest customers. PLTR's average revenue per top 20 customers has increased by 36%, from $29 million to $39 million YoY for the TTM.\nMany companies that are considered growth companies have impressive revenue gains, but what separates PLTR from others is their increasing margins and adjusted free cash flow. As PLTR gains customers and signed contracts, their margins have been improving, which has led to positive free cash flow. PLTR's adjusted gross margin is 82%, and its contribution margin is 58%. In Q2 2021, PLTR produced $117 million in adjusted operating income, which increased $88 million (303.45%) YoY. PLTR's adjusted operating margin came in at 31% compared to their 23% guidance level. In the first half of 2020, PLTR reported -$232 million of adjusted free cash flow. Over the past year, PLTR has made tremendous progress as their adjusted free cash flow in the first half of 2021 was $201 million, which represented a margin of 28%.\nPLTR is growing its commercial customers, gaining government contracts, increasing its revenue quarterly, and is free cash flow positive. PLTR raised its 2021 full-year guidance and confirmed the theory by many PLTR bulls that their guidance was conservative. PLTR increased its adjusted free cash flow guidance by 100% as it increased from $150 million to $300 million for 2021. PLTR is still projecting a 30% revenue growth rate for 2021 and on an annual basis through 2025. PLTR has set the bar for Q3 2021 at $385 million for total revenue, which would be a QoQ increase of $9 million (2.4%) and a YoY increase of $95 million (32.76%).\n(Source: Palantir)\nPalantir is most likely understating Q3 2021 revenue estimates\nPLTR guided for $385 million revenue in Q3 2021. I will make an educated prediction and say this is low, and the actual number will be closer to $406 million. Going back to Q3 2019, PLTR has grown its commercial customer quarterly revenue at an average rate of 7.14% QoQ. PLTR's government revenue has increased at an average rate of 13.34% QoQ since Q3 2019. Putting these growth rates to the side for a moment, PLTR has inked five new contracts in Q3 2021 according to the Federal Procurement Data System for a total contract value of $102.82 million, of which $14.78 million are current action obligations. This indicates that growth will be similar to previous quarters on the government side as this is on pace with Q2 2021.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)\nAssuming that PLTR's growth rates follow its previous trend and I use a conservative estimate of 5% on the commercial side and 10% on the government side, PLTR would generate $151.20 million in revenue from the commercial business and $255.20 million from the government business for a total of $406.40 million in total Q3 revenue. Using the same methodology, PLTR would generate $439.48 million in Q4 2021 total revenue placing their total annual revenue for 2021 at $1.562.88 billion. If this works out, PLTR's prediction of 30% plus revenue growth in 2021 would be an understatement as its revenue would grow by $469.88 million YoY or 42.99%. I would also assume that the increased guidance for the adjusted free cash flow of $300+ million would be on the low end.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nARK Invest loaded the boat and purchased 5.2 million shares after Thursday's earnings were released\nI know that some readers dislike when I discuss the trades over at ARK Invest regarding PLTR, so I will apologize in advance. I apologize to anyone who I offend. Personally, I love when ARK Invest buys shares because Cathie Wood and her team have tremendous foresight when spotting future trends. The email notification I received from ARK Invest Thursday trades made my jaw drop. PLTR was added across the board to theirsix active ETFswith the following allocations:\n\nARK Innovation ETF(NYSEARCA:ARKK)2.29 million shares\nARK Genomic Revolution Multi-Sector ETF(BATS:ARKG)1.72 million shares\nARK Next Generation Internet ETF(NYSEARCA:ARKW)587,000 shares\nARK Autonomous Technology & Robotics ETF(BATS:ARKQ)559,000 shares\nARK Fintech Innovation ETF(NYSEARCA:ARKF)370,000 shares\nARK Space Exploration ETF(BATS:ARKX)61,000 shares\n\n(Source: ARK Invest)\nPLTR is now the 15th largest holding in ARKK, 40th in ARKQ, 17th in ARKQ, 45th in ARKG, 44th in ARKF, and 38th in ARKX. Collectively, ARK Invest holds 32,080,168 shares across these funds, which is a market value of $798.8 million. I view this as very bullish, and I am happy to add to my position along with ARK Invest.\nConclusion\nI continuously increase how bullish I am on PLTR. I have purchased shares under $10, above $28, and I plan on continuing to purchase shares in the future. I honestly believe PLTR is going to become one of the most important software companies of the decade. I want to say that they will become the most important software company, but it's hard to say that considering Microsoft(NASDAQ:MSFT). In Q2 2021, revenue grew 49% YoY, total contract value booked increased 175% YoY, Q2 commercial customer count increased 61% in the first half of 2021, and 62 deals were closed that were at least $1 million in revenue while 30 were at least $5 million, and 21 were at least $10 million. PLTR raised its 2021 guidance for adjusted free cash flow by 100%, and I think they're staying conservative. PLTR continues to create the software of tomorrow, and I believe their meta-constellation project could become their most important project to date. PLTR isn't a trade, it's a long-term investment, and if you have time on your side, I believe this will become a multi-bagger.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839428556,"gmtCreate":1629175598175,"gmtModify":1633686804421,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573623994106312","authorIdStr":"3573623994106312"},"themes":[],"htmlText":"cool","listText":"cool","text":"cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839428556","repostId":"2160854275","repostType":4,"repost":{"id":"2160854275","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629171148,"share":"https://www.laohu8.com/m/news/2160854275?lang=zh_CN&edition=full","pubTime":"2021-08-17 11:32","market":"us","language":"en","title":"How Can Amazon, Microsoft, Netflix, Spotify Gain From New Big Tech Bill?<blockquote>Amazon、微软、Netflix、Spotify如何从新的大型科技法案中获益？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2160854275","media":"Benzinga","summary":"Last Wednesday, a bipartisan group of Senators launched a bill to rein the growing mobile operating ","content":"<p><img src=\"https://static.tigerbbs.com/1e06ed07d3863d7cffd4df0ba07f1776\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <ul>  <li>Last Wednesday, a bipartisan group of Senators launched a bill to rein the growing mobile operating system dominance of&nbsp;<b>Apple Inc</b>&nbsp;(NASDAQ: AAPL) and&nbsp;<b>Alphabet Inc</b>&nbsp;(NASDAQ: GOOG) (NASDAQ: GOOGL) Google.</li>  <li>The&nbsp;Open App Markets Act&nbsp;threatens the iPhone maker's $22 billion in annual high-margin revenue it makes from the App store. Apple has protested against the bill citing user security and privacy concerns, Bloomberg reported</li>  <li><b>Spotify Technology SA</b>&nbsp;(NYSE: SPOT), Tile Inc, and&nbsp;<b>Match Group Inc</b>&nbsp;(NASDAQ: MTCH) had&nbsp;previously alleged&nbsp;that Apple and Google's app stores are barriers to competition, especially their commissions on mobile device transactions. Epic Games&nbsp;too leveled similar&nbsp;allegations and is seeking its payment system for in-app purchases in its games.</li>  <li>The bill can have far-reaching consequences if it becomes the law. An iPhone owner would be able to download another app store to bypass Apple's or install apps and its approval process.</li>  <li>App makers like&nbsp;<b>Amazon.com Inc</b>&nbsp;(NASDAQ: AMZN),&nbsp;<b>Netflix Inc</b>&nbsp;(NASDAQ: NFLX), and Spotify can direct customers to their websites to sign up for subscriptions, dodging Apple's commissions.</li>  <li>Bloomberg notes that the law could be a boon for Amazon as it owns an app store and Spotify too, which itself has been blamed for unfair competition and shoddy treatment of artists.</li>  <li><b>Microsoft Corp</b>&nbsp;(NASDAQ: MSFT) can also defend its Xbox gaming service from the bill's provisions by projecting it as an entertainment console instead of a computing platform.</li> </ul></p><p><blockquote><ul><li>上周三，一个由两党参议员组成的小组推出了一项法案，旨在遏制移动操作系统日益增长的主导地位<b>苹果公司</b>（纳斯达克：AAPL）和<b>Alphabet公司</b>（纳斯达克：GOOG）（纳斯达克：GOOGL）谷歌。</li><li>《开放应用市场法案》威胁到这家iPhone制造商每年从App store获得的220亿美元高利润收入。据彭博社报道，苹果以用户安全和隐私问题为由抗议该法案</li><li><b>Spotify技术有限公司</b>（纽约证券交易所代码：SPOT）、Tile Inc和<b>火柴集团公司</b>（纳斯达克：MTCH）此前曾指控苹果和谷歌的应用商店是竞争壁垒，尤其是它们在移动设备交易上的佣金。Epic Games也提出了类似的指控，并正在寻求其游戏内购买的支付系统。</li><li>如果该法案成为法律，可能会产生深远的影响。iPhone用户将能够下载另一个应用商店来绕过苹果的应用商店或安装应用程序及其审批流程。</li><li>应用程序制造商喜欢<b>亚马逊公司</b>（纳斯达克：AMZN），<b>Netflix</b>（纳斯达克：NFLX），Spotify可以引导客户到他们的网站注册订阅，从而避开苹果的佣金。</li><li>彭博社指出，这项法律可能对亚马逊有利，因为它还拥有一家应用商店和Spotify，而Spotify本身也被指责不公平竞争和对艺术家的劣质待遇。</li><li><b>微软公司</b>（纳斯达克：MSFT）还可以通过将其视为娱乐控制台而不是计算平台来保护其Xbox游戏服务免受该法案条款的影响。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Can Amazon, Microsoft, Netflix, Spotify Gain From New Big Tech Bill?<blockquote>Amazon、微软、Netflix、Spotify如何从新的大型科技法案中获益？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-17 11:32</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/1e06ed07d3863d7cffd4df0ba07f1776\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <ul>  <li>Last Wednesday, a bipartisan group of Senators launched a bill to rein the growing mobile operating system dominance of&nbsp;<b>Apple Inc</b>&nbsp;(NASDAQ: AAPL) and&nbsp;<b>Alphabet Inc</b>&nbsp;(NASDAQ: GOOG) (NASDAQ: GOOGL) Google.</li>  <li>The&nbsp;Open App Markets Act&nbsp;threatens the iPhone maker's $22 billion in annual high-margin revenue it makes from the App store. Apple has protested against the bill citing user security and privacy concerns, Bloomberg reported</li>  <li><b>Spotify Technology SA</b>&nbsp;(NYSE: SPOT), Tile Inc, and&nbsp;<b>Match Group Inc</b>&nbsp;(NASDAQ: MTCH) had&nbsp;previously alleged&nbsp;that Apple and Google's app stores are barriers to competition, especially their commissions on mobile device transactions. Epic Games&nbsp;too leveled similar&nbsp;allegations and is seeking its payment system for in-app purchases in its games.</li>  <li>The bill can have far-reaching consequences if it becomes the law. An iPhone owner would be able to download another app store to bypass Apple's or install apps and its approval process.</li>  <li>App makers like&nbsp;<b>Amazon.com Inc</b>&nbsp;(NASDAQ: AMZN),&nbsp;<b>Netflix Inc</b>&nbsp;(NASDAQ: NFLX), and Spotify can direct customers to their websites to sign up for subscriptions, dodging Apple's commissions.</li>  <li>Bloomberg notes that the law could be a boon for Amazon as it owns an app store and Spotify too, which itself has been blamed for unfair competition and shoddy treatment of artists.</li>  <li><b>Microsoft Corp</b>&nbsp;(NASDAQ: MSFT) can also defend its Xbox gaming service from the bill's provisions by projecting it as an entertainment console instead of a computing platform.</li> </ul></p><p><blockquote><ul><li>上周三，一个由两党参议员组成的小组推出了一项法案，旨在遏制移动操作系统日益增长的主导地位<b>苹果公司</b>（纳斯达克：AAPL）和<b>Alphabet公司</b>（纳斯达克：GOOG）（纳斯达克：GOOGL）谷歌。</li><li>《开放应用市场法案》威胁到这家iPhone制造商每年从App store获得的220亿美元高利润收入。据彭博社报道，苹果以用户安全和隐私问题为由抗议该法案</li><li><b>Spotify技术有限公司</b>（纽约证券交易所代码：SPOT）、Tile Inc和<b>火柴集团公司</b>（纳斯达克：MTCH）此前曾指控苹果和谷歌的应用商店是竞争壁垒，尤其是它们在移动设备交易上的佣金。Epic Games也提出了类似的指控，并正在寻求其游戏内购买的支付系统。</li><li>如果该法案成为法律，可能会产生深远的影响。iPhone用户将能够下载另一个应用商店来绕过苹果的应用商店或安装应用程序及其审批流程。</li><li>应用程序制造商喜欢<b>亚马逊公司</b>（纳斯达克：AMZN），<b>Netflix</b>（纳斯达克：NFLX），Spotify可以引导客户到他们的网站注册订阅，从而避开苹果的佣金。</li><li>彭博社指出，这项法律可能对亚马逊有利，因为它还拥有一家应用商店和Spotify，而Spotify本身也被指责不公平竞争和对艺术家的劣质待遇。</li><li><b>微软公司</b>（纳斯达克：MSFT）还可以通过将其视为娱乐控制台而不是计算平台来保护其Xbox游戏服务免受该法案条款的影响。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NGD":"New Gold","AMZN":"亚马逊","AAPL":"苹果","SPOT":"Spotify Technology S.A.","GOOG":"谷歌","MSFT":"微软","NFLX":"奈飞","GOOGL":"谷歌A"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160854275","content_text":"Last Wednesday, a bipartisan group of Senators launched a bill to rein the growing mobile operating system dominance of Apple Inc (NASDAQ: AAPL) and Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) Google.\nThe Open App Markets Act threatens the iPhone maker's $22 billion in annual high-margin revenue it makes from the App store. Apple has protested against the bill citing user security and privacy concerns, Bloomberg reported\nSpotify Technology SA (NYSE: SPOT), Tile Inc, and Match Group Inc (NASDAQ: MTCH) had previously alleged that Apple and Google's app stores are barriers to competition, especially their commissions on mobile device transactions. Epic Games too leveled similar allegations and is seeking its payment system for in-app purchases in its games.\nThe bill can have far-reaching consequences if it becomes the law. An iPhone owner would be able to download another app store to bypass Apple's or install apps and its approval process.\nApp makers like Amazon.com Inc (NASDAQ: AMZN), Netflix Inc (NASDAQ: NFLX), and Spotify can direct customers to their websites to sign up for subscriptions, dodging Apple's commissions.\nBloomberg notes that the law could be a boon for Amazon as it owns an app store and Spotify too, which itself has been blamed for unfair competition and shoddy treatment of artists.\nMicrosoft Corp (NASDAQ: MSFT) can also defend its Xbox gaming service from the bill's provisions by projecting it as an entertainment console instead of a computing platform.","news_type":1,"symbols_score_info":{"MSFT":0.9,"NGD":0.9,"GOOGL":0.9,"GOOG":0.9,"SPOT":0.9,"NFLX":0.9,"AMZN":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830160529,"gmtCreate":1629030738461,"gmtModify":1633687873503,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573623994106312","authorIdStr":"3573623994106312"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/830160529","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","kind":"news","pubTimestamp":1628997765,"share":"https://www.laohu8.com/m/news/1127633167?lang=zh_CN&edition=full","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资界最流行的流行语之一是“复合者”。寻找下一个亚马逊、Costco Wholesale、Nike或Visa的成长型投资者寻求寻找能够在未来几年实现收入和盈利两位数复合增长（最好是两者兼而有之）的公司。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock&nbsp;that returns 10 times what you paid for it.</p><p><blockquote>这个想法是，股价应该与收入和利润保持一致，使投资者能够在五到十年的持有期内产生高回报。最终目标是找到难以捉摸的“10 bagger”——一只回报率是你购买价格10倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified&nbsp;in a&nbsp;<i>Barron’s</i>&nbsp;cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的报告和投资专业人士的客户信函中充满了compounder的参考资料。许多下一代价值管理者，在<i>巴伦周刊</i>五月的封面故事，正在寻找这样的股票，而不是传统的廉价股票的价值票价。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性，因为买家正在为高增长的故事支付高昂的价格。真正的大赢家很少。Durable Capital Partners的数据显示，在一系列10年期间，只有约35家公司的股价每年复合增长率达到20%或以上，导致股价至少上涨了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as&nbsp;Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and&nbsp;Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意继续投资大型知名复合商，例如Alphabet（股票代码：GOOGL）、万事达卡（MA）、联合健康集团（UNH）和礼来公司（LLY）。</blockquote></p><p> <i>Barron’s</i>&nbsp;sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦周刊</i>试图确定较小的候选人。我们与投资经理进行了交谈，并列出了一份包含10只股票的折衷清单，其中大多数股票的市值低于100亿美元。以下是按字母顺序排列的选择：</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利以下是成长型投资者认为能够多年来持续实现收入或利润高增长的10只股票。</blockquote></p><p> <table>  <thead>   <tr>    <th>Company / Ticker</th>    <th>Recent Price</th>    <th>YTD Change</th>    <th>2021E P/E</th>    <th>2021E Price/Sales</th>    <th>2022E P/E</th>    <th>2022E Price/Sales</th>    <th>LT Growth Rate*</th>    <th>Market Value (bil)</th>    <th>Comment</th>   </tr>  </thead>  <tbody>   <tr>    <td>Amedysis / AMED</td>    <td>$185.15</td>    <td>-37%</td>    <td>30.2</td>    <td>2.7</td>    <td>27.7</td>    <td>2.4</td>    <td>10.5%</td>    <td>$6.3</td>    <td>Leader in home health care</td>   </tr>   <tr>    <td>Amyris / AMRS</td>    <td>13.64</td>    <td>121</td>    <td>NM</td>    <td>10.4</td>    <td>NM</td>    <td>9.7</td>    <td>NA</td>    <td>4.1</td>    <td>Leading company in synthetic biology</td>   </tr>   <tr>    <td>Booz Allen Hamilton Holding / BAH</td>    <td>81.73</td>    <td>-6</td>    <td>19.4</td>    <td>1.3</td>    <td>17.7</td>    <td>1.2</td>    <td>8.6</td>    <td>11.0</td>    <td>Defense-department consultant</td>   </tr>   <tr>    <td>J.B. Hunt Transport Services / JBHT</td>    <td>172.76</td>    <td>26</td>    <td>25.8</td>    <td>1.5</td>    <td>22.2</td>    <td>1.4</td>    <td>18.4</td>    <td>18.2</td>    <td>Strong in intermodal freight</td>   </tr>   <tr>    <td>Marriott Vacations Worldwide / VAC</td>    <td>147.15</td>    <td>7</td>    <td>40.9</td>    <td>1.6</td>    <td>15.7</td>    <td>1.4</td>    <td>NA</td>    <td>6.3</td>    <td>Top company in vacation timeshares</td>   </tr>   <tr>    <td>SiteOne Landscape Supply / SITE</td>    <td>197.10</td>    <td>24</td>    <td>45.7</td>    <td>2.6</td>    <td>43.5</td>    <td>2.5</td>    <td>19.3</td>    <td>8.8</td>    <td>Big supplier of landscaping supplies</td>   </tr>   <tr>    <td>Staar Surgical / STAA</td>    <td>138.19</td>    <td>74</td>    <td>192.3</td>    <td>28.6</td>    <td>140.8</td>    <td>22.5</td>    <td>30.0</td>    <td>6.6</td>    <td>Maker of implantable lens for myopia</td>   </tr>   <tr>    <td>Stitch Fix / SFIX</td>    <td>44.38</td>    <td>-24</td>    <td>NM</td>    <td>1.9</td>    <td>1890.3</td>    <td>1.7</td>    <td>30.0</td>    <td>4.8</td>    <td>Data-driven subscription clothing firm</td>   </tr>   <tr>    <td>Trex / TREX</td>    <td>105.94</td>    <td>27</td>    <td>51.9</td>    <td>10.5</td>    <td>43.6</td>    <td>9.3</td>    <td>18.8</td>    <td>12.2</td>    <td>Top maker of synthetic wood decking</td>   </tr>   <tr>    <td>Upwork / UPWK</td>    <td>44.31</td>    <td>28</td>    <td>NM</td>    <td>11.4</td>    <td>556.8</td>    <td>9.2</td>    <td>NA</td>    <td>5.7</td>    <td>Online clearinghouse for free-lancers</td>   </tr>  </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年预计市盈率</th><th>2021E价格/销售额</th><th>2022年预计市盈率</th><th>2022E价格/销售额</th><th>LT增长率*</th><th>市值（bil）</th><th>评论</th></tr></thead><tbody><tr><td>Amedysis/AMED</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>Amyris/AMRS</td><td>13.64</td><td>121</td><td>NM</td><td>10.4</td><td>NM</td><td>9.7</td><td>NA</td><td>4.1</td><td>合成生物学领域的领先公司</td></tr><tr><td>博思艾伦控股/BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B.亨特运输服务/JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>多式联运货运实力强劲</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>NA</td><td>6.3</td><td>度假分时度假顶级公司</td></tr><tr><td>SiteOne景观供应/站点</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>园林绿化用品大供应商</td></tr><tr><td>Staar外科/STAA</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/SFIX</td><td>44.38</td><td>-24</td><td>NM</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动的订阅服装公司</td></tr><tr><td>Trex/Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>顶级合成木地板制造商</td></tr><tr><td>Upwork/UPWK</td><td>44.31</td><td>28</td><td>NM</td><td>11.4</td><td>556.8</td><td>9.2</td><td>NA</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH预估适用于截至2022年3月和3月23日的财年。SFIX预估适用于截至2022年7月和2023年7月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的年度每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源：FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys(AMED)是一家家庭医疗保健和临终关怀服务提供商，业务仍然分散，业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>哥伦比亚小盘成长基金经理丹·科尔预测，“该行业将会出现大规模整合”。“医疗保健正在向家庭转移。”</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys股价在过去十年中上涨了十倍多。但该公司最近以与新冠疫情相关的人员配备和成本问题（主要是收购的临终关怀业务）为由，下调了2021年财务指引，股价约为185美元，下跌了近30%。2021年盈利预期目前为每股6.13美元，低于近7美元。该股的交易价格是2021年预计利润的30倍。科尔表示，该公司仍有能力实现每股收益10%的年增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。它的粉丝们说，它的机会是以一种环保的方式取代一系列现在由石化产品、动物和植物制成的产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>Amyris使用基因改造的酵母和甘蔗生产角鲨烷等产品，这是一种以前由鲨鱼肝制成的高端保湿剂；香草醛，香草的调味料；和通常来源于植物的无热量甜味剂。该股交易价格约为13美元。</blockquote></p><p> <i>Barron’s</i>&nbsp;wrote&nbsp;favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦周刊</i>7月份对该公司进行了好评。Amyris预计，在其消费品牌的推动下，到2025年销售额将达到20亿美元，高于今年预计的4亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>拥有Amyris股票的Pinnacle Associates的投资组合经理兰迪·巴伦(Randy Baron)表示：“世界需要清洁化学，而Amyris是创造清洁化学的关键。”他认为到2022年底它们可能会达到75美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦控股公司（BAH）是国防部和其他机构的重要顾问。美国政府最近一财年的收入占其收入的97%。多年来，博思艾伦通过提供网络安全等一系列服务与政府建立了牢固的关系。其股价约为81美元，收益率为1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>T.Rowe Price New Horizons基金经理乔什·斯宾塞(Josh Spencer)表示：“它建立了强大的、类似伙伴关系的文化，并拥有长期稳定增长的记录。”他认为博思艾伦有能力实现9%至10%的收入年增长率和15%至16%的盈利年增长率，与其历史表现一致。由于担心军费开支更加克制，该股较100美元的峰值下跌了20%。斯宾塞将回调视为买入机会，该股的市盈率不到20倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the&nbsp;Barron’s Roundtable.</p><p><blockquote>J.B.亨特运输服务公司(JBHT)是多式联运货运领域的领导者，该领域涉及卡车在铁路线上的省油运输。它是最成功的卡车运输公司之一。其股价在过去20年中上涨了30倍，最近达到173美元。“它拥有令人难以置信的特许经营权，”Durable Capital Partners首席投资官、《巴伦周刊》圆桌会议成员亨利·埃伦博根(Henry Ellenbogen)表示。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B.他指出，亨特与伯灵顿北圣达菲铁路公司的关系使其在多式联运货运领域拥有强大的地位。J.B.亨特的业务也在不断增长，接管了小公司的卡车运输业务。它还参与数字货运经纪业务——为卡车司机和航运客户牵线搭桥。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen表示，考虑到盈利年增长率为十几岁左右，该股2022年预计利润的22倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球（VAC）是分时度假行业的顶级公司之一。它拥有700,000名业主，拥有富有弹性的商业模式，从费用中获得可观的收入，并且比同行更多地接触夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>Baron Focused Growth基金经理David Baron表示：“它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。”他补充道，万豪度假公司的股价最近约为145美元，应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>Baron认为，根据2022年的预测，该股的自由现金流收益率为11%，价格低廉。他表示，该股自2018年以来几乎没有变化，未来几年可能为股东带来20%的年回报率。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是该国最大的景观美化产品供应商，鉴于其在高度分散的行业中仅占13%的市场份额，因此有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>哥伦比亚大学的科尔表示：“它正在有机增长，并且有很多收购机会。”他认为该公司的年收入有能力增长10%至15%。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股股价约为197美元，估值很高，交易价格是2022年预计每股收益4.54美元的43倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar外科公司（STAA）开发了一种可植入晶状体来矫正近视（近视）。鉴于全球视力问题的发病率不断上升，这解决了一个潜在的巨大市场。该公司预计，这款镜片已在欧洲和亚洲上市至少五年，将于第四季度进入美国市场，等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>Baillie Gifford全球经理道格·布罗迪(Doug Brodie)表示：“它的销量可能会很大。它还处于起步阶段，基本上没有竞争。”</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼的晶状体可以在不到一个小时内植入，而且不需要移除天然晶状体。在美国，每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar股价最近为138美元，其估值超过2022年预计销售额的20倍，是2022年预计收益的140倍。但市场机会是巨大的：到2050年，全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务，拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“这可能是未来的诺德斯特龙，”Stitch Fix持有者Marathon Partners Equity Management首席投资官马里奥·西贝利(Mario Cibelli)表示。“这是一个潜在的巨大市场，没有人以同样的方式解决这个问题。”Stitch Fix利用6000名个人造型师和大量数据，试图确定订户的品味，以产生高满意度，并限制每隔一段时间发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者对潜在客户流失和业务最终盈利能力的担忧，其股价约为44美元，较今年早些时候的水平下跌了60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而，Cibelli预计收入每年将增长20%以上，在当前美国和英国市场之外还有机会，并且在两到三年内业务可能会非常有利可图。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是甲板高端木材替代品的顶级生产商，其95%来自回收材料，使其成为一种环保的住房。该股股价为105美元，是2022年预计市盈率的43倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T.Rowe Price的Spencer认为Trex物有所值，因为他认为它可以产生15%至20%的可持续年收入增长。预计2022年盈利将增长约20%，并在接下来的几年中以类似的速度增长。“如果你把时间拨快三年，它看起来并没有那么贵，”他说。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场，受到Baillie Gifford的Brodie的青睐，他表示，它可以让企业更好地接受自由职业者。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>该股最近约为44美元，并不便宜。Upwork的估值为57亿美元，是今年预计销售额近5亿美元的10倍以上。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于快速销售增长带来丰厚收益。预计今年销售额将增长30%以上，2022年将增长25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“自由职业者更容易被中小型企业接受，但大型企业的人力资源部门却不喜欢他们，”布罗迪说。Upwork旨在通过审查自由职业者和提供数千种技能来改变这种看法。“Upwork可以成为越来越多企业级合作伙伴值得信赖的合作伙伴，”他说。</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>These 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</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\">\nThese 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-15 11:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资界最流行的流行语之一是“复合者”。寻找下一个亚马逊、Costco Wholesale、Nike或Visa的成长型投资者寻求寻找能够在未来几年实现收入和盈利两位数复合增长（最好是两者兼而有之）的公司。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock&nbsp;that returns 10 times what you paid for it.</p><p><blockquote>这个想法是，股价应该与收入和利润保持一致，使投资者能够在五到十年的持有期内产生高回报。最终目标是找到难以捉摸的“10 bagger”——一只回报率是你购买价格10倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified&nbsp;in a&nbsp;<i>Barron’s</i>&nbsp;cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的报告和投资专业人士的客户信函中充满了compounder的参考资料。许多下一代价值管理者，在<i>巴伦周刊</i>五月的封面故事，正在寻找这样的股票，而不是传统的廉价股票的价值票价。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性，因为买家正在为高增长的故事支付高昂的价格。真正的大赢家很少。Durable Capital Partners的数据显示，在一系列10年期间，只有约35家公司的股价每年复合增长率达到20%或以上，导致股价至少上涨了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as&nbsp;Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and&nbsp;Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意继续投资大型知名复合商，例如Alphabet（股票代码：GOOGL）、万事达卡（MA）、联合健康集团（UNH）和礼来公司（LLY）。</blockquote></p><p> <i>Barron’s</i>&nbsp;sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦周刊</i>试图确定较小的候选人。我们与投资经理进行了交谈，并列出了一份包含10只股票的折衷清单，其中大多数股票的市值低于100亿美元。以下是按字母顺序排列的选择：</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利以下是成长型投资者认为能够多年来持续实现收入或利润高增长的10只股票。</blockquote></p><p> <table>  <thead>   <tr>    <th>Company / Ticker</th>    <th>Recent Price</th>    <th>YTD Change</th>    <th>2021E P/E</th>    <th>2021E Price/Sales</th>    <th>2022E P/E</th>    <th>2022E Price/Sales</th>    <th>LT Growth Rate*</th>    <th>Market Value (bil)</th>    <th>Comment</th>   </tr>  </thead>  <tbody>   <tr>    <td>Amedysis / AMED</td>    <td>$185.15</td>    <td>-37%</td>    <td>30.2</td>    <td>2.7</td>    <td>27.7</td>    <td>2.4</td>    <td>10.5%</td>    <td>$6.3</td>    <td>Leader in home health care</td>   </tr>   <tr>    <td>Amyris / AMRS</td>    <td>13.64</td>    <td>121</td>    <td>NM</td>    <td>10.4</td>    <td>NM</td>    <td>9.7</td>    <td>NA</td>    <td>4.1</td>    <td>Leading company in synthetic biology</td>   </tr>   <tr>    <td>Booz Allen Hamilton Holding / BAH</td>    <td>81.73</td>    <td>-6</td>    <td>19.4</td>    <td>1.3</td>    <td>17.7</td>    <td>1.2</td>    <td>8.6</td>    <td>11.0</td>    <td>Defense-department consultant</td>   </tr>   <tr>    <td>J.B. Hunt Transport Services / JBHT</td>    <td>172.76</td>    <td>26</td>    <td>25.8</td>    <td>1.5</td>    <td>22.2</td>    <td>1.4</td>    <td>18.4</td>    <td>18.2</td>    <td>Strong in intermodal freight</td>   </tr>   <tr>    <td>Marriott Vacations Worldwide / VAC</td>    <td>147.15</td>    <td>7</td>    <td>40.9</td>    <td>1.6</td>    <td>15.7</td>    <td>1.4</td>    <td>NA</td>    <td>6.3</td>    <td>Top company in vacation timeshares</td>   </tr>   <tr>    <td>SiteOne Landscape Supply / SITE</td>    <td>197.10</td>    <td>24</td>    <td>45.7</td>    <td>2.6</td>    <td>43.5</td>    <td>2.5</td>    <td>19.3</td>    <td>8.8</td>    <td>Big supplier of landscaping supplies</td>   </tr>   <tr>    <td>Staar Surgical / STAA</td>    <td>138.19</td>    <td>74</td>    <td>192.3</td>    <td>28.6</td>    <td>140.8</td>    <td>22.5</td>    <td>30.0</td>    <td>6.6</td>    <td>Maker of implantable lens for myopia</td>   </tr>   <tr>    <td>Stitch Fix / SFIX</td>    <td>44.38</td>    <td>-24</td>    <td>NM</td>    <td>1.9</td>    <td>1890.3</td>    <td>1.7</td>    <td>30.0</td>    <td>4.8</td>    <td>Data-driven subscription clothing firm</td>   </tr>   <tr>    <td>Trex / TREX</td>    <td>105.94</td>    <td>27</td>    <td>51.9</td>    <td>10.5</td>    <td>43.6</td>    <td>9.3</td>    <td>18.8</td>    <td>12.2</td>    <td>Top maker of synthetic wood decking</td>   </tr>   <tr>    <td>Upwork / UPWK</td>    <td>44.31</td>    <td>28</td>    <td>NM</td>    <td>11.4</td>    <td>556.8</td>    <td>9.2</td>    <td>NA</td>    <td>5.7</td>    <td>Online clearinghouse for free-lancers</td>   </tr>  </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年预计市盈率</th><th>2021E价格/销售额</th><th>2022年预计市盈率</th><th>2022E价格/销售额</th><th>LT增长率*</th><th>市值（bil）</th><th>评论</th></tr></thead><tbody><tr><td>Amedysis/AMED</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>Amyris/AMRS</td><td>13.64</td><td>121</td><td>NM</td><td>10.4</td><td>NM</td><td>9.7</td><td>NA</td><td>4.1</td><td>合成生物学领域的领先公司</td></tr><tr><td>博思艾伦控股/BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B.亨特运输服务/JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>多式联运货运实力强劲</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>NA</td><td>6.3</td><td>度假分时度假顶级公司</td></tr><tr><td>SiteOne景观供应/站点</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>园林绿化用品大供应商</td></tr><tr><td>Staar外科/STAA</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/SFIX</td><td>44.38</td><td>-24</td><td>NM</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动的订阅服装公司</td></tr><tr><td>Trex/Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>顶级合成木地板制造商</td></tr><tr><td>Upwork/UPWK</td><td>44.31</td><td>28</td><td>NM</td><td>11.4</td><td>556.8</td><td>9.2</td><td>NA</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH预估适用于截至2022年3月和3月23日的财年。SFIX预估适用于截至2022年7月和2023年7月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的年度每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源：FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys(AMED)是一家家庭医疗保健和临终关怀服务提供商，业务仍然分散，业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>哥伦比亚小盘成长基金经理丹·科尔预测，“该行业将会出现大规模整合”。“医疗保健正在向家庭转移。”</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys股价在过去十年中上涨了十倍多。但该公司最近以与新冠疫情相关的人员配备和成本问题（主要是收购的临终关怀业务）为由，下调了2021年财务指引，股价约为185美元，下跌了近30%。2021年盈利预期目前为每股6.13美元，低于近7美元。该股的交易价格是2021年预计利润的30倍。科尔表示，该公司仍有能力实现每股收益10%的年增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。它的粉丝们说，它的机会是以一种环保的方式取代一系列现在由石化产品、动物和植物制成的产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>Amyris使用基因改造的酵母和甘蔗生产角鲨烷等产品，这是一种以前由鲨鱼肝制成的高端保湿剂；香草醛，香草的调味料；和通常来源于植物的无热量甜味剂。该股交易价格约为13美元。</blockquote></p><p> <i>Barron’s</i>&nbsp;wrote&nbsp;favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦周刊</i>7月份对该公司进行了好评。Amyris预计，在其消费品牌的推动下，到2025年销售额将达到20亿美元，高于今年预计的4亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>拥有Amyris股票的Pinnacle Associates的投资组合经理兰迪·巴伦(Randy Baron)表示：“世界需要清洁化学，而Amyris是创造清洁化学的关键。”他认为到2022年底它们可能会达到75美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦控股公司（BAH）是国防部和其他机构的重要顾问。美国政府最近一财年的收入占其收入的97%。多年来，博思艾伦通过提供网络安全等一系列服务与政府建立了牢固的关系。其股价约为81美元，收益率为1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>T.Rowe Price New Horizons基金经理乔什·斯宾塞(Josh Spencer)表示：“它建立了强大的、类似伙伴关系的文化，并拥有长期稳定增长的记录。”他认为博思艾伦有能力实现9%至10%的收入年增长率和15%至16%的盈利年增长率，与其历史表现一致。由于担心军费开支更加克制，该股较100美元的峰值下跌了20%。斯宾塞将回调视为买入机会，该股的市盈率不到20倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the&nbsp;Barron’s Roundtable.</p><p><blockquote>J.B.亨特运输服务公司(JBHT)是多式联运货运领域的领导者，该领域涉及卡车在铁路线上的省油运输。它是最成功的卡车运输公司之一。其股价在过去20年中上涨了30倍，最近达到173美元。“它拥有令人难以置信的特许经营权，”Durable Capital Partners首席投资官、《巴伦周刊》圆桌会议成员亨利·埃伦博根(Henry Ellenbogen)表示。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B.他指出，亨特与伯灵顿北圣达菲铁路公司的关系使其在多式联运货运领域拥有强大的地位。J.B.亨特的业务也在不断增长，接管了小公司的卡车运输业务。它还参与数字货运经纪业务——为卡车司机和航运客户牵线搭桥。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen表示，考虑到盈利年增长率为十几岁左右，该股2022年预计利润的22倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球（VAC）是分时度假行业的顶级公司之一。它拥有700,000名业主，拥有富有弹性的商业模式，从费用中获得可观的收入，并且比同行更多地接触夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>Baron Focused Growth基金经理David Baron表示：“它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。”他补充道，万豪度假公司的股价最近约为145美元，应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>Baron认为，根据2022年的预测，该股的自由现金流收益率为11%，价格低廉。他表示，该股自2018年以来几乎没有变化，未来几年可能为股东带来20%的年回报率。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是该国最大的景观美化产品供应商，鉴于其在高度分散的行业中仅占13%的市场份额，因此有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>哥伦比亚大学的科尔表示：“它正在有机增长，并且有很多收购机会。”他认为该公司的年收入有能力增长10%至15%。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股股价约为197美元，估值很高，交易价格是2022年预计每股收益4.54美元的43倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar外科公司（STAA）开发了一种可植入晶状体来矫正近视（近视）。鉴于全球视力问题的发病率不断上升，这解决了一个潜在的巨大市场。该公司预计，这款镜片已在欧洲和亚洲上市至少五年，将于第四季度进入美国市场，等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>Baillie Gifford全球经理道格·布罗迪(Doug Brodie)表示：“它的销量可能会很大。它还处于起步阶段，基本上没有竞争。”</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼的晶状体可以在不到一个小时内植入，而且不需要移除天然晶状体。在美国，每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar股价最近为138美元，其估值超过2022年预计销售额的20倍，是2022年预计收益的140倍。但市场机会是巨大的：到2050年，全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务，拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“这可能是未来的诺德斯特龙，”Stitch Fix持有者Marathon Partners Equity Management首席投资官马里奥·西贝利(Mario Cibelli)表示。“这是一个潜在的巨大市场，没有人以同样的方式解决这个问题。”Stitch Fix利用6000名个人造型师和大量数据，试图确定订户的品味，以产生高满意度，并限制每隔一段时间发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者对潜在客户流失和业务最终盈利能力的担忧，其股价约为44美元，较今年早些时候的水平下跌了60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而，Cibelli预计收入每年将增长20%以上，在当前美国和英国市场之外还有机会，并且在两到三年内业务可能会非常有利可图。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是甲板高端木材替代品的顶级生产商，其95%来自回收材料，使其成为一种环保的住房。该股股价为105美元，是2022年预计市盈率的43倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T.Rowe Price的Spencer认为Trex物有所值，因为他认为它可以产生15%至20%的可持续年收入增长。预计2022年盈利将增长约20%，并在接下来的几年中以类似的速度增长。“如果你把时间拨快三年，它看起来并没有那么贵，”他说。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场，受到Baillie Gifford的Brodie的青睐，他表示，它可以让企业更好地接受自由职业者。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>该股最近约为44美元，并不便宜。Upwork的估值为57亿美元，是今年预计销售额近5亿美元的10倍以上。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于快速销售增长带来丰厚收益。预计今年销售额将增长30%以上，2022年将增长25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“自由职业者更容易被中小型企业接受，但大型企业的人力资源部门却不喜欢他们，”布罗迪说。Upwork旨在通过审查自由职业者和提供数千种技能来改变这种看法。“Upwork可以成为越来越多企业级合作伙伴值得信赖的合作伙伴，”他说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">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":{"AMED":"阿米斯医疗","VAC":"万豪度假环球","SITE":"SiteOne Landscape Supply, Inc.","AMRS":"阿米瑞斯","JBHT":"JB Hunt运输服务","UPWK":"Upwork Inc.","SFIX":"Stitch Fix Inc.","BAH":"博思艾伦咨询公司","TREX":"Trex Co Inc","STAA":"STAAR Surgical Company"},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1,"symbols_score_info":{"AMRS":0.9,"JBHT":0.9,"TREX":0.9,"SFIX":0.9,"SITE":0.9,"UPWK":0.9,"AMED":0.9,"VAC":0.9,"BAH":0.9,"STAA":0.9}},"isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892543480,"gmtCreate":1628676742740,"gmtModify":1633745205485,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573623994106312","authorIdStr":"3573623994106312"},"themes":[],"htmlText":"cool","listText":"cool","text":"cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/892543480","repostId":"2158285288","repostType":4,"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898374479,"gmtCreate":1628475933191,"gmtModify":1633746890423,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573623994106312","authorIdStr":"3573623994106312"},"themes":[],"htmlText":"will watch","listText":"will watch","text":"will watch","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898374479","repostId":"1162909436","repostType":4,"repost":{"id":"1162909436","kind":"news","pubTimestamp":1628463995,"share":"https://www.laohu8.com/m/news/1162909436?lang=zh_CN&edition=full","pubTime":"2021-08-09 07:06","market":"us","language":"en","title":"Disney, AMC, Coinbase, Airbnb, BioNTech, and Other Stocks for Investors to Watch This Week<blockquote>Disney、AMC、Coinbase、爱彼迎、BioNTech等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162909436","media":"Barron's","summary":"The bulk of second-quarter earnings season is in the rearview mirror, but several notable reports re","content":"<p>The bulk of second-quarter earnings season is in the rearview mirror,&nbsp;but several notable reports remain.&nbsp;AMC Entertainment Holdings,&nbsp;BioNTech, and&nbsp;Dish Network&nbsp;will be Monday’s highlights.&nbsp;Coinbase&nbsp;Global and&nbsp;Syscogo on Tuesday. On Wednesday,&nbsp;eBay&nbsp;will report, followed by Walt&nbsp;Disney,&nbsp;Airbnb,&nbsp;DoorDash,&nbsp;and&nbsp;Broadridge Financial Solutionson Thursday.</p><p><blockquote>第二季度财报季的大部分内容已经成为过去，但几份值得注意的报告仍然存在。AMC院线控股、BioNTech和Dish Network将是周一的亮点。比特币基地全球和Syscogo周二。周三，eBay将发布报告，随后华特迪士尼、爱彼迎、DoorDash和Broadridge Financial Solutions将于周四发布报告。</blockquote></p><p> The week’s economic calendar will include a pair of updates each on consumer and business inflation and sentiment. On Wednesday, the Bureau of Labor Statistics will&nbsp;report&nbsp;the consumer price index for July, followed by the producer price index on Thursday. Those are expected to have increased by 5.3% and 7.3%, respectively, year over year.</p><p><blockquote>本周的经济日历将包括两个关于消费者和企业通胀和情绪的更新。周三，美国劳工统计局将公布7月份消费者价格指数，周四将公布生产者价格指数。预计同比分别增长5.3%和7.3%。</blockquote></p><p> On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for July. And on Friday, the University of Michigan reports its Consumer Sentiment index for August. Both are forecast to hold roughly even with the prior months’ figures.</p><p><blockquote>周二，全国独立企业联合会将发布7月份小企业乐观指数。周五，密歇根大学公布了8月份的消费者信心指数。预计两者都将与前几个月的数据大致持平。</blockquote></p><p> <h3><b>Monday 8/9</b></h3> Air Products and Chemicals,&nbsp;<a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>,&nbsp;Barrick Gold,&nbsp;<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>, <a href=\"https://laohu8.com/S/DISH\">DISH Network</a>, and&nbsp;<a href=\"https://laohu8.com/S/TSN\">Tyson</a>&nbsp;report quarterly results.</p><p><blockquote><h3><b>星期一8/9</b></h3>空气产品和化学品公司，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>、巴里克黄金、<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>,<a href=\"https://laohu8.com/S/DISH\">碟形网络</a>，和<a href=\"https://laohu8.com/S/TSN\">泰森</a>报告季度业绩。</blockquote></p><p> <b>The Bureau of Labor Statistics</b>&nbsp;reports the Job Openings and Labor Turnover Survey for June. Economists forecast 9.1 million openings on the last business day of June, slightly less than the May figure. Job openings stand at record levels as employers struggle to fill vacant positions.</p><p><blockquote><b>劳工统计局</b>报告六月份的职位空缺和劳动力流动调查。经济学家预测6月份最后一个工作日将有910万个职位空缺，略低于5月份的数字。由于雇主难以填补空缺职位，职位空缺达到创纪录水平。</blockquote></p><p> <h3><b>Tuesday 8/10</b></h3> <b>The National Federation of Independent Business</b>&nbsp;reports its Small Business Optimism Index for July. Consensus estimate is for a 102.8 reading, roughly even with the June data, which was the highest since October.</p><p><blockquote><h3><b>星期二8/10</b></h3><b>全国独立企业联合会</b>报告7月份小企业乐观指数。普遍估计为102.8，与6月份的数据大致持平，后者是10月份以来的最高水平。</blockquote></p><p> <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, <a href=\"https://laohu8.com/S/SYY\">Sysco</a>, and&nbsp;<a href=\"https://laohu8.com/S/TDG\">TransDigm</a> announce earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/COIN\">比特币基地全球公司。</a>,<a href=\"https://laohu8.com/S/SYY\">Sysco</a>，和<a href=\"https://laohu8.com/S/TDG\">TransDigm</a>公布收益。</blockquote></p><p> <b>The BLS reports unit labor</b>&nbsp;costs and nonfarm productivity for the second quarter. Expectations are for a rise of 0.9% in labor costs and 3.4% for productivity. This compares with increases of 1.7% and 5.4%, respectively, in the first quarter.</p><p><blockquote><b>劳工统计局报告单位劳动力</b>第二季度成本和非农生产率。预计劳动力成本将上升0.9%，生产率将上升3.4%。相比之下，第一季度分别增长1.7%和5.4%。</blockquote></p><p> <h3><b>Wednesday 8/11</b></h3> <a href=\"https://laohu8.com/S/EBAY\">eBay</a> and&nbsp;<a href=\"https://laohu8.com/S/PRGO\">Perrigo Co PLC</a> release quarterly results.</p><p><blockquote><h3><b>星期三8/11</b></h3><a href=\"https://laohu8.com/S/EBAY\">eBay</a>和<a href=\"https://laohu8.com/S/PRGO\">佩里戈公司</a>发布季度业绩。</blockquote></p><p> <b>The BLS reports the consumer</b>&nbsp;price index for July. Economists forecast a 5.3% increase year over year, after a gain of 5.4% in June. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.3%, compared with 4.5% previously. Inflation, and whether it is transitory, has generated much discussion on Wall Street this year, with the June CPI showing the fastest pace of growth since July 2008 and core CPI rising at the swiftest clip in nearly 30 years.</p><p><blockquote><b>BLS报告消费者</b>7月份价格指数。继6月份增长5.4%后，经济学家预测同比增长5.3%。剔除波动较大的食品和能源价格的核心CPI预计上涨4.3%，前值为4.5%。通货膨胀以及它是否是暂时的，今年在华尔街引起了很多讨论，6月份CPI显示出自2008年7月以来最快的增长速度，核心CPI以近30年来最快的速度上涨。</blockquote></p><p> <b>The Treasury Department</b>&nbsp;releases the monthly budget statement for July. The estimated deficit is $267 billion for the month, and $3 trillion for fiscal 2021, which ends in September. The $3 trillion would be just shy of fiscal 2020’s $3.1 trillion deficit, a record.</p><p><blockquote><b>财政部</b>发布7月份的月度预算报表。预计本月赤字为2670亿美元，截至9月的2021财年赤字为3万亿美元。这3万亿美元将略低于2020财年创纪录的3.1万亿美元赤字。</blockquote></p><p> <h3><b>Thursday 8/12</b></h3> <a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a>, <a href=\"https://laohu8.com/S/BR\">Broadridge Financial Solutions</a>,&nbsp;<a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>,&nbsp;<a href=\"https://laohu8.com/S/DASH\">DoorDash, Inc.</a>, and <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> hold conference calls to discuss earnings.</p><p><blockquote><h3><b>星期四8/12</b></h3><a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>,<a href=\"https://laohu8.com/S/BR\">布罗德里奇金融解决方案</a>, <a href=\"https://laohu8.com/S/BAM\">布鲁克菲尔德资产管理公司</a>, <a href=\"https://laohu8.com/S/DASH\">DoorDash公司。</a>，和<a href=\"https://laohu8.com/S/DIS\">迪斯尼</a>召开会议评级讨论收益。</blockquote></p><p> Idexx Laboratorieshosts its 2021 virtual investor day.</p><p><blockquote>IDEXX Laboratories举办2021年虚拟投资者日。</blockquote></p><p> <b>The BLS reports the</b>&nbsp;producer price index for July. Consensus estimate is for a 0.4% month-over-month rise. The core PPI, which excludes volatile food and energy prices, is projected to increase 0.5%. The PPI and core PPI, both jumped 1% in June.</p><p><blockquote><b>劳工统计局报告说</b>7月份生产者价格指数。普遍估计环比增长0.4%。剔除波动较大的食品和能源价格的核心PPI预计将上涨0.5%。6月份PPI和核心PPI均上涨1%。</blockquote></p><p> <b>The Department of Labor</b>&nbsp;reports initial jobless claims for the weekend ending on Aug. 7. In July, claims averaged 392,000 a week, slightly less than the June data. Jobless claims have trended down since peaking in the spring of 2020 but remain elevated compared with prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至8月7日的周末首次申请失业救济人数。7月份，平均每周申请失业救济人数为39.2万人，略低于6月份的数据。自2020年春季达到峰值以来，申请失业救济人数呈下降趋势，但与大流行前的水平相比仍处于较高水平。</blockquote></p><p> <h3><b>Friday 8/13</b></h3> <b>The University of Michigan</b>&nbsp;releases its Consumer Sentiment index for August. Expectations are for an 81.1 reading, roughly even with the July figure.</p><p><blockquote><h3><b>星期五8/13</b></h3><b>密歇根大学</b>发布8月份消费者信心指数。预期为81.1，与7月份的数据大致持平。</blockquote></p><p></p>","source":"lsy1610680873436","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>Disney, AMC, Coinbase, Airbnb, BioNTech, and Other Stocks for Investors to Watch This Week<blockquote>Disney、AMC、Coinbase、爱彼迎、BioNTech等本周值得投资者关注的股票</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\">\nDisney, AMC, Coinbase, Airbnb, BioNTech, and Other Stocks for Investors to Watch This Week<blockquote>Disney、AMC、Coinbase、爱彼迎、BioNTech等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-08-09 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The bulk of second-quarter earnings season is in the rearview mirror,&nbsp;but several notable reports remain.&nbsp;AMC Entertainment Holdings,&nbsp;BioNTech, and&nbsp;Dish Network&nbsp;will be Monday’s highlights.&nbsp;Coinbase&nbsp;Global and&nbsp;Syscogo on Tuesday. On Wednesday,&nbsp;eBay&nbsp;will report, followed by Walt&nbsp;Disney,&nbsp;Airbnb,&nbsp;DoorDash,&nbsp;and&nbsp;Broadridge Financial Solutionson Thursday.</p><p><blockquote>第二季度财报季的大部分内容已经成为过去，但几份值得注意的报告仍然存在。AMC院线控股、BioNTech和Dish Network将是周一的亮点。比特币基地全球和Syscogo周二。周三，eBay将发布报告，随后华特迪士尼、爱彼迎、DoorDash和Broadridge Financial Solutions将于周四发布报告。</blockquote></p><p> The week’s economic calendar will include a pair of updates each on consumer and business inflation and sentiment. On Wednesday, the Bureau of Labor Statistics will&nbsp;report&nbsp;the consumer price index for July, followed by the producer price index on Thursday. Those are expected to have increased by 5.3% and 7.3%, respectively, year over year.</p><p><blockquote>本周的经济日历将包括两个关于消费者和企业通胀和情绪的更新。周三，美国劳工统计局将公布7月份消费者价格指数，周四将公布生产者价格指数。预计同比分别增长5.3%和7.3%。</blockquote></p><p> On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for July. And on Friday, the University of Michigan reports its Consumer Sentiment index for August. Both are forecast to hold roughly even with the prior months’ figures.</p><p><blockquote>周二，全国独立企业联合会将发布7月份小企业乐观指数。周五，密歇根大学公布了8月份的消费者信心指数。预计两者都将与前几个月的数据大致持平。</blockquote></p><p> <h3><b>Monday 8/9</b></h3> Air Products and Chemicals,&nbsp;<a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>,&nbsp;Barrick Gold,&nbsp;<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>, <a href=\"https://laohu8.com/S/DISH\">DISH Network</a>, and&nbsp;<a href=\"https://laohu8.com/S/TSN\">Tyson</a>&nbsp;report quarterly results.</p><p><blockquote><h3><b>星期一8/9</b></h3>空气产品和化学品公司，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>、巴里克黄金、<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>,<a href=\"https://laohu8.com/S/DISH\">碟形网络</a>，和<a href=\"https://laohu8.com/S/TSN\">泰森</a>报告季度业绩。</blockquote></p><p> <b>The Bureau of Labor Statistics</b>&nbsp;reports the Job Openings and Labor Turnover Survey for June. Economists forecast 9.1 million openings on the last business day of June, slightly less than the May figure. Job openings stand at record levels as employers struggle to fill vacant positions.</p><p><blockquote><b>劳工统计局</b>报告六月份的职位空缺和劳动力流动调查。经济学家预测6月份最后一个工作日将有910万个职位空缺，略低于5月份的数字。由于雇主难以填补空缺职位，职位空缺达到创纪录水平。</blockquote></p><p> <h3><b>Tuesday 8/10</b></h3> <b>The National Federation of Independent Business</b>&nbsp;reports its Small Business Optimism Index for July. Consensus estimate is for a 102.8 reading, roughly even with the June data, which was the highest since October.</p><p><blockquote><h3><b>星期二8/10</b></h3><b>全国独立企业联合会</b>报告7月份小企业乐观指数。普遍估计为102.8，与6月份的数据大致持平，后者是10月份以来的最高水平。</blockquote></p><p> <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, <a href=\"https://laohu8.com/S/SYY\">Sysco</a>, and&nbsp;<a href=\"https://laohu8.com/S/TDG\">TransDigm</a> announce earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/COIN\">比特币基地全球公司。</a>,<a href=\"https://laohu8.com/S/SYY\">Sysco</a>，和<a href=\"https://laohu8.com/S/TDG\">TransDigm</a>公布收益。</blockquote></p><p> <b>The BLS reports unit labor</b>&nbsp;costs and nonfarm productivity for the second quarter. Expectations are for a rise of 0.9% in labor costs and 3.4% for productivity. This compares with increases of 1.7% and 5.4%, respectively, in the first quarter.</p><p><blockquote><b>劳工统计局报告单位劳动力</b>第二季度成本和非农生产率。预计劳动力成本将上升0.9%，生产率将上升3.4%。相比之下，第一季度分别增长1.7%和5.4%。</blockquote></p><p> <h3><b>Wednesday 8/11</b></h3> <a href=\"https://laohu8.com/S/EBAY\">eBay</a> and&nbsp;<a href=\"https://laohu8.com/S/PRGO\">Perrigo Co PLC</a> release quarterly results.</p><p><blockquote><h3><b>星期三8/11</b></h3><a href=\"https://laohu8.com/S/EBAY\">eBay</a>和<a href=\"https://laohu8.com/S/PRGO\">佩里戈公司</a>发布季度业绩。</blockquote></p><p> <b>The BLS reports the consumer</b>&nbsp;price index for July. Economists forecast a 5.3% increase year over year, after a gain of 5.4% in June. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.3%, compared with 4.5% previously. Inflation, and whether it is transitory, has generated much discussion on Wall Street this year, with the June CPI showing the fastest pace of growth since July 2008 and core CPI rising at the swiftest clip in nearly 30 years.</p><p><blockquote><b>BLS报告消费者</b>7月份价格指数。继6月份增长5.4%后，经济学家预测同比增长5.3%。剔除波动较大的食品和能源价格的核心CPI预计上涨4.3%，前值为4.5%。通货膨胀以及它是否是暂时的，今年在华尔街引起了很多讨论，6月份CPI显示出自2008年7月以来最快的增长速度，核心CPI以近30年来最快的速度上涨。</blockquote></p><p> <b>The Treasury Department</b>&nbsp;releases the monthly budget statement for July. The estimated deficit is $267 billion for the month, and $3 trillion for fiscal 2021, which ends in September. The $3 trillion would be just shy of fiscal 2020’s $3.1 trillion deficit, a record.</p><p><blockquote><b>财政部</b>发布7月份的月度预算报表。预计本月赤字为2670亿美元，截至9月的2021财年赤字为3万亿美元。这3万亿美元将略低于2020财年创纪录的3.1万亿美元赤字。</blockquote></p><p> <h3><b>Thursday 8/12</b></h3> <a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a>, <a href=\"https://laohu8.com/S/BR\">Broadridge Financial Solutions</a>,&nbsp;<a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>,&nbsp;<a href=\"https://laohu8.com/S/DASH\">DoorDash, Inc.</a>, and <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> hold conference calls to discuss earnings.</p><p><blockquote><h3><b>星期四8/12</b></h3><a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>,<a href=\"https://laohu8.com/S/BR\">布罗德里奇金融解决方案</a>, <a href=\"https://laohu8.com/S/BAM\">布鲁克菲尔德资产管理公司</a>, <a href=\"https://laohu8.com/S/DASH\">DoorDash公司。</a>，和<a href=\"https://laohu8.com/S/DIS\">迪斯尼</a>召开会议评级讨论收益。</blockquote></p><p> Idexx Laboratorieshosts its 2021 virtual investor day.</p><p><blockquote>IDEXX Laboratories举办2021年虚拟投资者日。</blockquote></p><p> <b>The BLS reports the</b>&nbsp;producer price index for July. Consensus estimate is for a 0.4% month-over-month rise. The core PPI, which excludes volatile food and energy prices, is projected to increase 0.5%. The PPI and core PPI, both jumped 1% in June.</p><p><blockquote><b>劳工统计局报告说</b>7月份生产者价格指数。普遍估计环比增长0.4%。剔除波动较大的食品和能源价格的核心PPI预计将上涨0.5%。6月份PPI和核心PPI均上涨1%。</blockquote></p><p> <b>The Department of Labor</b>&nbsp;reports initial jobless claims for the weekend ending on Aug. 7. In July, claims averaged 392,000 a week, slightly less than the June data. Jobless claims have trended down since peaking in the spring of 2020 but remain elevated compared with prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至8月7日的周末首次申请失业救济人数。7月份，平均每周申请失业救济人数为39.2万人，略低于6月份的数据。自2020年春季达到峰值以来，申请失业救济人数呈下降趋势，但与大流行前的水平相比仍处于较高水平。</blockquote></p><p> <h3><b>Friday 8/13</b></h3> <b>The University of Michigan</b>&nbsp;releases its Consumer Sentiment index for August. Expectations are for an 81.1 reading, roughly even with the July figure.</p><p><blockquote><h3><b>星期五8/13</b></h3><b>密歇根大学</b>发布8月份消费者信心指数。预期为81.1，与7月份的数据大致持平。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/disney-amc-coinbase-airbnb-biontech-and-other-stocks-for-investors-to-watch-this-week-51628449233?mod=hp_LEAD_4?mod=article_signInButton\">Barron's</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":{"COIN":"Coinbase Global, Inc.","TDG":"TransDigm","EBAY":"eBay",".IXIC":"NASDAQ Composite","ABNB":"爱彼迎","PRGO":"百利高","BAM":"布鲁克菲尔德资产管理","BR":"Broadridge金融解决方案","DIS":"迪士尼",".SPX":"S&P 500 Index","AMC":"AMC院线",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/disney-amc-coinbase-airbnb-biontech-and-other-stocks-for-investors-to-watch-this-week-51628449233?mod=hp_LEAD_4?mod=article_signInButton","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162909436","content_text":"The bulk of second-quarter earnings season is in the rearview mirror, but several notable reports remain. AMC Entertainment Holdings, BioNTech, and Dish Network will be Monday’s highlights. Coinbase Global and Syscogo on Tuesday. On Wednesday, eBay will report, followed by Walt Disney, Airbnb, DoorDash, and Broadridge Financial Solutionson Thursday.\nThe week’s economic calendar will include a pair of updates each on consumer and business inflation and sentiment. On Wednesday, the Bureau of Labor Statistics will report the consumer price index for July, followed by the producer price index on Thursday. Those are expected to have increased by 5.3% and 7.3%, respectively, year over year.\nOn Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for July. And on Friday, the University of Michigan reports its Consumer Sentiment index for August. Both are forecast to hold roughly even with the prior months’ figures.\nMonday 8/9\nAir Products and Chemicals, AMC Entertainment, Barrick Gold, BioNTech SE, DISH Network, and Tyson report quarterly results.\nThe Bureau of Labor Statistics reports the Job Openings and Labor Turnover Survey for June. Economists forecast 9.1 million openings on the last business day of June, slightly less than the May figure. Job openings stand at record levels as employers struggle to fill vacant positions.\nTuesday 8/10\nThe National Federation of Independent Business reports its Small Business Optimism Index for July. Consensus estimate is for a 102.8 reading, roughly even with the June data, which was the highest since October.\nCoinbase Global, Inc., Sysco, and TransDigm announce earnings.\nThe BLS reports unit labor costs and nonfarm productivity for the second quarter. Expectations are for a rise of 0.9% in labor costs and 3.4% for productivity. This compares with increases of 1.7% and 5.4%, respectively, in the first quarter.\nWednesday 8/11\neBay and Perrigo Co PLC release quarterly results.\nThe BLS reports the consumer price index for July. Economists forecast a 5.3% increase year over year, after a gain of 5.4% in June. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.3%, compared with 4.5% previously. Inflation, and whether it is transitory, has generated much discussion on Wall Street this year, with the June CPI showing the fastest pace of growth since July 2008 and core CPI rising at the swiftest clip in nearly 30 years.\nThe Treasury Department releases the monthly budget statement for July. The estimated deficit is $267 billion for the month, and $3 trillion for fiscal 2021, which ends in September. The $3 trillion would be just shy of fiscal 2020’s $3.1 trillion deficit, a record.\nThursday 8/12\nAirbnb, Inc., Broadridge Financial Solutions, Brookfield Asset Management, DoorDash, Inc., and Walt Disney hold conference calls to discuss earnings.\nIdexx Laboratorieshosts its 2021 virtual investor day.\nThe BLS reports the producer price index for July. Consensus estimate is for a 0.4% month-over-month rise. The core PPI, which excludes volatile food and energy prices, is projected to increase 0.5%. The PPI and core PPI, both jumped 1% in June.\nThe Department of Labor reports initial jobless claims for the weekend ending on Aug. 7. In July, claims averaged 392,000 a week, slightly less than the June data. Jobless claims have trended down since peaking in the spring of 2020 but remain elevated compared with prepandemic levels.\nFriday 8/13\nThe University of Michigan releases its Consumer Sentiment index for August. Expectations are for an 81.1 reading, roughly even with the July figure.","news_type":1,"symbols_score_info":{"ABNB":0.9,"BR":0.9,"AMC":0.9,"EBAY":0.9,"TDG":0.9,".SPX":0.9,"COIN":0.9,".IXIC":0.9,"DIS":0.9,"PRGO":0.9,".DJI":0.9,"BAM":0.9}},"isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891404261,"gmtCreate":1628406701053,"gmtModify":1633747288357,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573623994106312","authorIdStr":"3573623994106312"},"themes":[],"htmlText":"[微笑]&nbsp;//<a href=\"https://laohu8.com/U/10000000000007878\">@陈剑ew4</a>: [强]&nbsp;[强]&nbsp;","listText":"[微笑]&nbsp;//<a href=\"https://laohu8.com/U/10000000000007878\">@陈剑ew4</a>: [强]&nbsp;[强]&nbsp;","text":"[微笑] //@陈剑ew4: [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891404261","repostId":"803551065","repostType":1,"repost":{"id":803551065,"gmtCreate":1627450757054,"gmtModify":1627464608753,"author":{"id":"20704831058604","authorId":"20704831058604","name":"阿曼曼","avatar":"https://static.laohu8.com/tiger_upload_file_1446566133.png","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20704831058604","authorIdStr":"20704831058604"},"themes":[],"title":"这份闹了大乌龙的快手降级报告到底说了什么？","htmlText":"本周，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 闹了一场大乌龙，自媒体误报摩根士丹利将快手目标价从300港元调低至50港元。虽然目标价是报道错了，但摩根士丹利 对快手进行降级，大幅调低目标价的确实存在的。此番风波引我专门去查了大摩的报告，7月9日大摩将快手目标价由300港元下调至130港元，大摩认为快手在追赶抖音的故事没有达到预期，市场份额可能继续分化，因此对快手的货币化盈利能力产生负面影响，相比同业估值也相应折让。这个超过腰斩的目标价调整已经很说明态度了，研报中最重要的是数据和理由，至于目标价到底是多少其实投行也经常是碍于面子。关键点 尽管快手每季度花费100亿人民币，但根据QuestMobile，快手在2021年第二季度的DAU季度增长却比抖音表现差了14%，这是自2018年第四季度以来的最大差距。快手的视频用户停留时长的市场2份额也在2021年第一季度达到顶峰。鉴于中国短视频娱乐行业的用户基础趋于饱和，快手和抖音的用户严重重叠，以及来自腾讯视频和Bilibili的竞争加剧，大摩认为这种份额分化将持续。快手目前有3亿DAU，抖音的目标是到2021年底达到6.8亿DAU，我们将2025年的快手的MAU从7亿降至6亿。分化将导致货币化份额的更大分歧。华尔街对快手2022年广告收入预期为760亿人民币（同比增长300亿人民币），2023年预期为1050亿人民币（同比增长290亿人民币），超过了百度2022年的核心业务的85亿人民币预期，这里显然存在下行风险。这意味着2022年的广告收入/DAU为220元，2023年需做到280元，高于抖音2020年的广告/DAU为200-250元，而快手的DAU和增长、广告负荷（双栏）和投资回报率都较低。抖音电商GMV也已经超过了快手，2021","listText":"本周，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 闹了一场大乌龙，自媒体误报摩根士丹利将快手目标价从300港元调低至50港元。虽然目标价是报道错了，但摩根士丹利 对快手进行降级，大幅调低目标价的确实存在的。此番风波引我专门去查了大摩的报告，7月9日大摩将快手目标价由300港元下调至130港元，大摩认为快手在追赶抖音的故事没有达到预期，市场份额可能继续分化，因此对快手的货币化盈利能力产生负面影响，相比同业估值也相应折让。这个超过腰斩的目标价调整已经很说明态度了，研报中最重要的是数据和理由，至于目标价到底是多少其实投行也经常是碍于面子。关键点 尽管快手每季度花费100亿人民币，但根据QuestMobile，快手在2021年第二季度的DAU季度增长却比抖音表现差了14%，这是自2018年第四季度以来的最大差距。快手的视频用户停留时长的市场2份额也在2021年第一季度达到顶峰。鉴于中国短视频娱乐行业的用户基础趋于饱和，快手和抖音的用户严重重叠，以及来自腾讯视频和Bilibili的竞争加剧，大摩认为这种份额分化将持续。快手目前有3亿DAU，抖音的目标是到2021年底达到6.8亿DAU，我们将2025年的快手的MAU从7亿降至6亿。分化将导致货币化份额的更大分歧。华尔街对快手2022年广告收入预期为760亿人民币（同比增长300亿人民币），2023年预期为1050亿人民币（同比增长290亿人民币），超过了百度2022年的核心业务的85亿人民币预期，这里显然存在下行风险。这意味着2022年的广告收入/DAU为220元，2023年需做到280元，高于抖音2020年的广告/DAU为200-250元，而快手的DAU和增长、广告负荷（双栏）和投资回报率都较低。抖音电商GMV也已经超过了快手，2021","text":"本周，$快手-W(01024)$ 闹了一场大乌龙，自媒体误报摩根士丹利将快手目标价从300港元调低至50港元。虽然目标价是报道错了，但摩根士丹利 对快手进行降级，大幅调低目标价的确实存在的。此番风波引我专门去查了大摩的报告，7月9日大摩将快手目标价由300港元下调至130港元，大摩认为快手在追赶抖音的故事没有达到预期，市场份额可能继续分化，因此对快手的货币化盈利能力产生负面影响，相比同业估值也相应折让。这个超过腰斩的目标价调整已经很说明态度了，研报中最重要的是数据和理由，至于目标价到底是多少其实投行也经常是碍于面子。关键点 尽管快手每季度花费100亿人民币，但根据QuestMobile，快手在2021年第二季度的DAU季度增长却比抖音表现差了14%，这是自2018年第四季度以来的最大差距。快手的视频用户停留时长的市场2份额也在2021年第一季度达到顶峰。鉴于中国短视频娱乐行业的用户基础趋于饱和，快手和抖音的用户严重重叠，以及来自腾讯视频和Bilibili的竞争加剧，大摩认为这种份额分化将持续。快手目前有3亿DAU，抖音的目标是到2021年底达到6.8亿DAU，我们将2025年的快手的MAU从7亿降至6亿。分化将导致货币化份额的更大分歧。华尔街对快手2022年广告收入预期为760亿人民币（同比增长300亿人民币），2023年预期为1050亿人民币（同比增长290亿人民币），超过了百度2022年的核心业务的85亿人民币预期，这里显然存在下行风险。这意味着2022年的广告收入/DAU为220元，2023年需做到280元，高于抖音2020年的广告/DAU为200-250元，而快手的DAU和增长、广告负荷（双栏）和投资回报率都较低。抖音电商GMV也已经超过了快手，2021","images":[{"img":"https://static.tigerbbs.com/30518a868831c829c7e7f7a61bad846e","width":"952","height":"664"},{"img":"https://static.tigerbbs.com/5b0fae4d7217de30bad12512cdd06bf1","width":"904","height":"546"},{"img":"https://static.tigerbbs.com/72ccf96c6d107b9aabc8cecf2235b4b7","width":"1202","height":"1004"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803551065","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1508,"gmtBegin":1627451206464,"gmtEnd":1627623572423,"type":1,"upper":1,"title":"快手解禁，是否利空出尽？","choices":[{"id":5590,"sort":1,"name":"继续看跌","userSize":45,"voted":false},{"id":5591,"sort":2,"name":"利空出尽，转涨","userSize":16,"voted":false}]},"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891130664,"gmtCreate":1628346161558,"gmtModify":1633751535540,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573623994106312","authorIdStr":"3573623994106312"},"themes":[],"htmlText":"hmmm","listText":"hmmm","text":"hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891130664","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":342907680,"gmtCreate":1618144076740,"gmtModify":1634294715864,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573623994106312","idStr":"3573623994106312"},"themes":[],"htmlText":"Unless normal travel resumes which won't happen at least for the next 1 year","listText":"Unless normal travel resumes which won't happen at least for the next 1 year","text":"Unless normal travel resumes which won't happen at least for the next 1 year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/342907680","repostId":"2126333180","repostType":4,"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812375492,"gmtCreate":1630557996316,"gmtModify":1632472763887,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573623994106312","idStr":"3573623994106312"},"themes":[],"htmlText":"cool","listText":"cool","text":"cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/812375492","repostId":"2164481914","repostType":4,"isVote":1,"tweetType":1,"viewCount":1942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":820671122,"gmtCreate":1633392779387,"gmtModify":1633392779547,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573623994106312","idStr":"3573623994106312"},"themes":[],"htmlText":"Seriously, all these big techs especially social media platform providers have harmed the lives of many children and elderlies getting glued to their algorithms of spending more time on it. It is time to fix it","listText":"Seriously, all these big techs especially social media platform providers have harmed the lives of many children and elderlies getting glued to their algorithms of spending more time on it. It is time to fix it","text":"Seriously, all these big techs especially social media platform providers have harmed the lives of many children and elderlies getting glued to their algorithms of spending more time on it. It is time to fix it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820671122","repostId":"1143781634","repostType":4,"isVote":1,"tweetType":1,"viewCount":2985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176115365,"gmtCreate":1626871167257,"gmtModify":1633770269427,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573623994106312","idStr":"3573623994106312"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/176115365","repostId":"2153374643","repostType":4,"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155898933,"gmtCreate":1625398697922,"gmtModify":1633940950818,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573623994106312","idStr":"3573623994106312"},"themes":[],"htmlText":"pretty cool","listText":"pretty cool","text":"pretty cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/155898933","repostId":"1160702483","repostType":4,"isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342293915,"gmtCreate":1618218036537,"gmtModify":1634294374868,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573623994106312","idStr":"3573623994106312"},"themes":[],"htmlText":"pump and dump?","listText":"pump and dump?","text":"pump and dump?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/342293915","repostId":"1128713746","repostType":4,"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346020466,"gmtCreate":1617975750455,"gmtModify":1634295431782,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573623994106312","idStr":"3573623994106312"},"themes":[],"htmlText":"coinbase will be interesting","listText":"coinbase will be interesting","text":"coinbase will be interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/346020466","repostId":"1168300924","repostType":4,"repost":{"id":"1168300924","kind":"news","pubTimestamp":1617955250,"share":"https://www.laohu8.com/m/news/1168300924?lang=zh_CN&edition=full","pubTime":"2021-04-09 16:00","market":"us","language":"en","title":"Next Week’s IPO Lineup Is Growing. It Could Be Busy.<blockquote>下周IPO阵容不断壮大。可能会很忙。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168300924","media":"barrons","summary":"The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.And Alkami Technology,a bank software company, and Karat Pa","content":"<p>The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.</p><p><blockquote>4月的第二周将成为IPO市场相对强劲的时期。又有多达四家公司在股市首次亮相，使总数至少达到六家。</blockquote></p><p>Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.</p><p><blockquote>美国最大的加密货币交易所Coinbase定于4月14日星期三开业交易。三位知情人士表示，Applovin和图森未来将于第二天上市。Agilon Health将于周四首次亮相。</blockquote></p><p>And Alkami Technology,a bank software company, and Karat Packaging, whichmakes environmentally-friendly disposable food service products, are also reportedly going public.</p><p><blockquote>据报道，银行软件公司Alkami Technology和生产环保一次性食品服务产品的Karat Packaging也将上市。</blockquote></p><p>This week, by way of contrast, two companies, Reneo Pharmaceuticals and VectivBio Holding, are listing. Both are small biotech companies that areslated to begin trading on the Nasdaq on Friday.</p><p><blockquote>相比之下，本周有两家公司Reneo Pharmaceuticals和VectivBio Holding上市。这两家公司都是小型生物技术公司，预计将于周五在纳斯达克开始交易。</blockquote></p><p>Applovin on Wednesday set terms for its initial public offering. It is offering 25 million shares at $75 to $85 each, which means it could raise as much as $2.13 billion if the stock sells at the high end of that range. The company plans to trade on the Nasdaq under the symbol APP.</p><p><blockquote>Applovin周三设定了首次公开募股的条款。该公司将以每股75至85美元的价格发行2500万股股票，这意味着如果该股票以该区间的高端出售，它可以筹集高达21.3亿美元的资金。该公司计划在纳斯达克以APP为代码进行交易。</blockquote></p><p>Eighteen underwriters are listed in the Applovin prospectus, includingMorgan Stanley(ticker: MS),JPMorgan Chase(JPM),KKR,&nbsp;Bank of America‘s (BAC) BofA Securities, andCitigroup(C).</p><p><blockquote>Applovin招股说明书中列出了18家承销商，包括摩根士丹利（股票代码：MS）、摩根大通(JPM)、KKR、美国银行(BAC)美银证券和花旗集团(C)。</blockquote></p><p>Founded in 2012, Applovin&nbsp;provides software&nbsp;used by mobile-game developers to grow their businesses.&nbsp; Some 410 million people a day open apps that contain Applovin software, according to the company. Applovin also has a portfolio of more than 200 free-to-play mobile games with 32 million daily users.</p><p><blockquote>Applovin成立于2012年，提供手机游戏开发商用来发展业务的软件。据该公司称，每天约有4.1亿人打开包含Applovin软件的应用程序。Applovin还拥有200多款免费手机游戏，日用户达3200万。</blockquote></p><p>In 2018, KKRbought a minority stakein Applovin for $400 million, valuing Applovin at $2 billion at the time. Applovin in February acquired Adjust, a firm that helps mobile-app developers measure the performance of apps and prevent fraud, for $1 billion. KKR will own 67.4% of the company after the IPO, theprospectus said.</p><p><blockquote>2018年，KKR以4亿美元收购了Applovin的少数股权，当时Applovin的估值为20亿美元。Applovin今年2月以10亿美元收购了Adjust，这是一家帮助移动应用开发者衡量应用性能和防止欺诈的公司。招股说明书称，IPO后KKR将拥有该公司67.4%的股份。</blockquote></p><p>With 357,955,309 shares outstanding, Applovin’s market capitalization could hit $30 billion.</p><p><blockquote>Applovin的流通股为357,955,309股，市值可能达到300亿美元。</blockquote></p><p>TuSimple also set terms for its IPO. The self-driving technology company could raise as much as $1.3 billion; it is offering nearly 34 million shares at $35 to $39 each. It will trade on the Nasdaq under the ticker TSP.</p><p><blockquote>图森未来还设定了IPO条款。这家自动驾驶技术公司可能筹集高达13亿美元的资金；该公司以每股35至39美元的价格发行近3400万股股票。它将在纳斯达克交易，股票代码为TSP。</blockquote></p><p>Morgan Stanley(MS),Citigroup,and J.P. Morgan (JPM) are lead bookrunners on the deal.</p><p><blockquote>摩根士丹利（MS）、花旗集团和摩根大通（JPM）是该交易的牵头账簿管理人。</blockquote></p><p>Founded in 2015, TuSimple is looking to transform the $800 billion trucking industry. The San Diego company, which has plants in Tucson, Shanghai, and Beijing, in addition to operations in Japan, is developing an autonomous freight network for long-haul, semi-trucks that it says will increase efficiency and safety on the road, while cutting operating costs.</p><p><blockquote>图森未来成立于2015年，旨在改变价值8000亿美元的卡车运输业。这家圣地亚哥公司除了在日本开展业务外，还在图森、上海和北京设有工厂，正在为长途半挂卡车开发自动货运网络，据称这将提高道路效率和安全性，同时削减运营成本。</blockquote></p><p>TuSimple develops software for the Level 4 self-driving, long-haul trucks, which can see up to 1,000 meters away, equivalent to 30 seconds of driving time. High-definition maps provide accuracy within five centimeters.</p><p><blockquote>图森未来为4级自动驾驶长途卡车开发软件，可以看到1000米以外的地方，相当于30秒的驾驶时间。高清地图提供了五厘米以内的精度。</blockquote></p><p>The company is partnering withNavistar(NAV) to develop trucks for the North American market by 2024,its prospectus said. TuSimple has another partnership withVolkswagensubsidiary TRATON for trucks in Europe. Navistar, TRATON, and United Parcel Service (UPS) are all investors.</p><p><blockquote>招股说明书称，该公司正在与Navistar(NAV)合作，到2024年为北美市场开发卡车。图森未来与大众汽车子公司TRATON在欧洲建立了卡车合作伙伴关系。Navistar、TRATON和联合包裹服务公司(UPS)都是投资者。</blockquote></p><p>TuSimple has raised $800 million in funding, including a $350 million round in November led by VectoIQ.BlackRock(BR), Fidelity Management &amp; Research Co and Capital Group are in talks to buy up to 10.1 million TuSimple shares at the IPO price, the prospectus said.</p><p><blockquote>图森未来已筹集8亿美元资金，其中包括11月份由VectoIQ领投的3.5亿美元融资。招股说明书称，贝莱德(BR)、富达管理与研究公司和资本集团正在洽谈以IPO价格购买最多1010万股图森未来股票。</blockquote></p><p>The company will have 212,263,328 shares outstanding, meaning TuSimple’s market cap could climb to $8.3 billion. TuSimple, however, is not profitable. Losses widened to $177.9 million in 2020 from $84.9 million in 2019. Revenue jumped nearly 160% to $1.8 million in 2020.</p><p><blockquote>该公司将拥有212,263,328股已发行股票，这意味着图森未来的市值可能攀升至83亿美元。然而，图森未来并未盈利。亏损从2019年的8490万美元扩大至2020年的1.779亿美元。2020年收入增长近160%至180万美元。</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>Next Week’s IPO Lineup Is Growing. It Could Be Busy.<blockquote>下周IPO阵容不断壮大。可能会很忙。</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\">\nNext Week’s IPO Lineup Is Growing. It Could Be Busy.<blockquote>下周IPO阵容不断壮大。可能会很忙。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">barrons</strong><span class=\"h-time small\">2021-04-09 16:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.</p><p><blockquote>4月的第二周将成为IPO市场相对强劲的时期。又有多达四家公司在股市首次亮相，使总数至少达到六家。</blockquote></p><p>Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.</p><p><blockquote>美国最大的加密货币交易所Coinbase定于4月14日星期三开业交易。三位知情人士表示，Applovin和图森未来将于第二天上市。Agilon Health将于周四首次亮相。</blockquote></p><p>And Alkami Technology,a bank software company, and Karat Packaging, whichmakes environmentally-friendly disposable food service products, are also reportedly going public.</p><p><blockquote>据报道，银行软件公司Alkami Technology和生产环保一次性食品服务产品的Karat Packaging也将上市。</blockquote></p><p>This week, by way of contrast, two companies, Reneo Pharmaceuticals and VectivBio Holding, are listing. Both are small biotech companies that areslated to begin trading on the Nasdaq on Friday.</p><p><blockquote>相比之下，本周有两家公司Reneo Pharmaceuticals和VectivBio Holding上市。这两家公司都是小型生物技术公司，预计将于周五在纳斯达克开始交易。</blockquote></p><p>Applovin on Wednesday set terms for its initial public offering. It is offering 25 million shares at $75 to $85 each, which means it could raise as much as $2.13 billion if the stock sells at the high end of that range. The company plans to trade on the Nasdaq under the symbol APP.</p><p><blockquote>Applovin周三设定了首次公开募股的条款。该公司将以每股75至85美元的价格发行2500万股股票，这意味着如果该股票以该区间的高端出售，它可以筹集高达21.3亿美元的资金。该公司计划在纳斯达克以APP为代码进行交易。</blockquote></p><p>Eighteen underwriters are listed in the Applovin prospectus, includingMorgan Stanley(ticker: MS),JPMorgan Chase(JPM),KKR,&nbsp;Bank of America‘s (BAC) BofA Securities, andCitigroup(C).</p><p><blockquote>Applovin招股说明书中列出了18家承销商，包括摩根士丹利（股票代码：MS）、摩根大通(JPM)、KKR、美国银行(BAC)美银证券和花旗集团(C)。</blockquote></p><p>Founded in 2012, Applovin&nbsp;provides software&nbsp;used by mobile-game developers to grow their businesses.&nbsp; Some 410 million people a day open apps that contain Applovin software, according to the company. Applovin also has a portfolio of more than 200 free-to-play mobile games with 32 million daily users.</p><p><blockquote>Applovin成立于2012年，提供手机游戏开发商用来发展业务的软件。据该公司称，每天约有4.1亿人打开包含Applovin软件的应用程序。Applovin还拥有200多款免费手机游戏，日用户达3200万。</blockquote></p><p>In 2018, KKRbought a minority stakein Applovin for $400 million, valuing Applovin at $2 billion at the time. Applovin in February acquired Adjust, a firm that helps mobile-app developers measure the performance of apps and prevent fraud, for $1 billion. KKR will own 67.4% of the company after the IPO, theprospectus said.</p><p><blockquote>2018年，KKR以4亿美元收购了Applovin的少数股权，当时Applovin的估值为20亿美元。Applovin今年2月以10亿美元收购了Adjust，这是一家帮助移动应用开发者衡量应用性能和防止欺诈的公司。招股说明书称，IPO后KKR将拥有该公司67.4%的股份。</blockquote></p><p>With 357,955,309 shares outstanding, Applovin’s market capitalization could hit $30 billion.</p><p><blockquote>Applovin的流通股为357,955,309股，市值可能达到300亿美元。</blockquote></p><p>TuSimple also set terms for its IPO. The self-driving technology company could raise as much as $1.3 billion; it is offering nearly 34 million shares at $35 to $39 each. It will trade on the Nasdaq under the ticker TSP.</p><p><blockquote>图森未来还设定了IPO条款。这家自动驾驶技术公司可能筹集高达13亿美元的资金；该公司以每股35至39美元的价格发行近3400万股股票。它将在纳斯达克交易，股票代码为TSP。</blockquote></p><p>Morgan Stanley(MS),Citigroup,and J.P. Morgan (JPM) are lead bookrunners on the deal.</p><p><blockquote>摩根士丹利（MS）、花旗集团和摩根大通（JPM）是该交易的牵头账簿管理人。</blockquote></p><p>Founded in 2015, TuSimple is looking to transform the $800 billion trucking industry. The San Diego company, which has plants in Tucson, Shanghai, and Beijing, in addition to operations in Japan, is developing an autonomous freight network for long-haul, semi-trucks that it says will increase efficiency and safety on the road, while cutting operating costs.</p><p><blockquote>图森未来成立于2015年，旨在改变价值8000亿美元的卡车运输业。这家圣地亚哥公司除了在日本开展业务外，还在图森、上海和北京设有工厂，正在为长途半挂卡车开发自动货运网络，据称这将提高道路效率和安全性，同时削减运营成本。</blockquote></p><p>TuSimple develops software for the Level 4 self-driving, long-haul trucks, which can see up to 1,000 meters away, equivalent to 30 seconds of driving time. High-definition maps provide accuracy within five centimeters.</p><p><blockquote>图森未来为4级自动驾驶长途卡车开发软件，可以看到1000米以外的地方，相当于30秒的驾驶时间。高清地图提供了五厘米以内的精度。</blockquote></p><p>The company is partnering withNavistar(NAV) to develop trucks for the North American market by 2024,its prospectus said. TuSimple has another partnership withVolkswagensubsidiary TRATON for trucks in Europe. Navistar, TRATON, and United Parcel Service (UPS) are all investors.</p><p><blockquote>招股说明书称，该公司正在与Navistar(NAV)合作，到2024年为北美市场开发卡车。图森未来与大众汽车子公司TRATON在欧洲建立了卡车合作伙伴关系。Navistar、TRATON和联合包裹服务公司(UPS)都是投资者。</blockquote></p><p>TuSimple has raised $800 million in funding, including a $350 million round in November led by VectoIQ.BlackRock(BR), Fidelity Management &amp; Research Co and Capital Group are in talks to buy up to 10.1 million TuSimple shares at the IPO price, the prospectus said.</p><p><blockquote>图森未来已筹集8亿美元资金，其中包括11月份由VectoIQ领投的3.5亿美元融资。招股说明书称，贝莱德(BR)、富达管理与研究公司和资本集团正在洽谈以IPO价格购买最多1010万股图森未来股票。</blockquote></p><p>The company will have 212,263,328 shares outstanding, meaning TuSimple’s market cap could climb to $8.3 billion. TuSimple, however, is not profitable. Losses widened to $177.9 million in 2020 from $84.9 million in 2019. Revenue jumped nearly 160% to $1.8 million in 2020.</p><p><blockquote>该公司将拥有212,263,328股已发行股票，这意味着图森未来的市值可能攀升至83亿美元。然而，图森未来并未盈利。亏损从2019年的8490万美元扩大至2020年的1.779亿美元。2020年收入增长近160%至180万美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/next-weeks-ipo-lineup-is-growing-it-could-be-busy-51617907448?mod=hp_LEAD_1_B_2\">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":{"ALKT":"Alkami Technology, Inc.","KRT":"Karat Packaging Inc.","COIN":"Coinbase Global, Inc.","APP":"AppLovin Corporation"},"source_url":"https://www.barrons.com/articles/next-weeks-ipo-lineup-is-growing-it-could-be-busy-51617907448?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168300924","content_text":"The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.And Alkami Technology,a bank software company, and Karat Packaging, whichmakes environmentally-friendly disposable food service products, are also reportedly going public.This week, by way of contrast, two companies, Reneo Pharmaceuticals and VectivBio Holding, are listing. Both are small biotech companies that areslated to begin trading on the Nasdaq on Friday.Applovin on Wednesday set terms for its initial public offering. It is offering 25 million shares at $75 to $85 each, which means it could raise as much as $2.13 billion if the stock sells at the high end of that range. The company plans to trade on the Nasdaq under the symbol APP.Eighteen underwriters are listed in the Applovin prospectus, includingMorgan Stanley(ticker: MS),JPMorgan Chase(JPM),KKR, Bank of America‘s (BAC) BofA Securities, andCitigroup(C).Founded in 2012, Applovin provides software used by mobile-game developers to grow their businesses.  Some 410 million people a day open apps that contain Applovin software, according to the company. Applovin also has a portfolio of more than 200 free-to-play mobile games with 32 million daily users.In 2018, KKRbought a minority stakein Applovin for $400 million, valuing Applovin at $2 billion at the time. Applovin in February acquired Adjust, a firm that helps mobile-app developers measure the performance of apps and prevent fraud, for $1 billion. KKR will own 67.4% of the company after the IPO, theprospectus said.With 357,955,309 shares outstanding, Applovin’s market capitalization could hit $30 billion.TuSimple also set terms for its IPO. The self-driving technology company could raise as much as $1.3 billion; it is offering nearly 34 million shares at $35 to $39 each. It will trade on the Nasdaq under the ticker TSP.Morgan Stanley(MS),Citigroup,and J.P. Morgan (JPM) are lead bookrunners on the deal.Founded in 2015, TuSimple is looking to transform the $800 billion trucking industry. The San Diego company, which has plants in Tucson, Shanghai, and Beijing, in addition to operations in Japan, is developing an autonomous freight network for long-haul, semi-trucks that it says will increase efficiency and safety on the road, while cutting operating costs.TuSimple develops software for the Level 4 self-driving, long-haul trucks, which can see up to 1,000 meters away, equivalent to 30 seconds of driving time. High-definition maps provide accuracy within five centimeters.The company is partnering withNavistar(NAV) to develop trucks for the North American market by 2024,its prospectus said. TuSimple has another partnership withVolkswagensubsidiary TRATON for trucks in Europe. Navistar, TRATON, and United Parcel Service (UPS) are all investors.TuSimple has raised $800 million in funding, including a $350 million round in November led by VectoIQ.BlackRock(BR), Fidelity Management & Research Co and Capital Group are in talks to buy up to 10.1 million TuSimple shares at the IPO price, the prospectus said.The company will have 212,263,328 shares outstanding, meaning TuSimple’s market cap could climb to $8.3 billion. TuSimple, however, is not profitable. Losses widened to $177.9 million in 2020 from $84.9 million in 2019. Revenue jumped nearly 160% to $1.8 million in 2020.","news_type":1,"symbols_score_info":{"TSP":0.9,"COIN":0.9,"ALKT":0.9,"VECT":0.9,"RPHM":0.9,"APP":0.9,"KRT":0.9}},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173948838,"gmtCreate":1626607445024,"gmtModify":1633925525896,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573623994106312","idStr":"3573623994106312"},"themes":[],"htmlText":"then blame who?","listText":"then blame who?","text":"then blame who?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/173948838","repostId":"2152368129","repostType":4,"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108109065,"gmtCreate":1620002981257,"gmtModify":1634208655805,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573623994106312","idStr":"3573623994106312"},"themes":[],"htmlText":"too much liquidity in the market","listText":"too much liquidity in the market","text":"too much liquidity in the market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/108109065","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&amp;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&amp;P 500 and Dow Jones Industrial Average benchmarks. The S&amp;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&amp;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&amp;P 500 and Dow Jones Industrial Average benchmarks. The S&amp;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博时","OEX":"标普100",".DJI":"道琼斯","OEF":"标普100指数ETF-iShares","SH":"做空标普500-Proshares","UPRO":"三倍做多标普500ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"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,"UPRO":0.9,".DJI":0.9,"SSO":0.9,"SDS":0.9,"IVV":0.9,"OEF":0.9,".SPX":0.9,"OEX":0.9,"SH":0.9,"SPXU":0.9,".IXIC":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349597181,"gmtCreate":1617623233343,"gmtModify":1634297510473,"author":{"id":"3573623994106312","authorId":"3573623994106312","name":"Wins888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573623994106312","idStr":"3573623994106312"},"themes":[],"htmlText":"Abbvie too","listText":"Abbvie too","text":"Abbvie too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/349597181","repostId":"2125770763","repostType":4,"isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}